Consensus Portfolio (High to Low change)
The Consensus Portfolio reflects
how the $4,000,000 was invested.
(40 * $100,000)
Share counts and $ cost reflect
the true investments made.
ERRORS AND OMISSIONS:
----------------------------
Manually loading actual stock prices
is time consuming esp. if it has
to be preformed over and over.
However - if a program could
(a) retreive actual stock prices.
(b) stick them in Excel
(c) let Excel do all required *thinking*
its the way to go ....
However, the downside of this approach is if there are problems pulling actual stock prices.
Here are the problems I hit.
I cannot pull prices for the following:
NTP.L (Nigel)
GTC BIO (Former) - I don't know the stock symbol
So, the above 2 are NOT included in the listing
below
This is the only symbol that would return
a price for this stock
ISTKF
I am not sure it is an ACCURATE PRICE. But
its what I am using.
This symbol returned -$0- but returns the actual
price during the regular 9-5 work week.
AVN
As such the change for this stock is INCORRECT.
Consensus Portfolio
Hopefully this list will give folks a sense of
whats going on with the entire universe of
stocks in the contest ....
Sym Shares Cost Alloc Change $ Change % Change
----------------------------------------------------------
NUVO 2,233.05 8.11 18,110.00 4.84 10,807.94 59.68
POZN 3,815.68 9.59 36,592.45 3.87 14,766.57 40.35
RNAI 3,300.33 3.03 10,000.00 0.97 3,201.32 32.01
SNUS 1,000.00 5.03 5,030.00 1.16 1,160.00 23.06
XCYT 14,925.37 0.67 10,000.00 0.14 2,089.55 20.90
ALKS 523.01 19.12 10,000.00 3.99 2,086.82 20.87
ARNA 5,634.51 14.21 80,066.41 2.80 15,776.63 19.70
COR 54,862.98 2.28 125,087.60 0.43 23,591.08 18.86
DCGN 4,842.62 8.26 40,000.00 1.23 5,956.42 14.89
SGEN 1,059.32 4.72 5,000.00 0.65 688.56 13.77
MAXY 1,332.00 7.51 10,003.32 1.03 1,371.96 13.72
VRTX 289.12 27.67 8,000.00 3.61 1,043.73 13.05
HGSI 1,168.22 8.56 10,000.00 1.09 1,273.36 12.73
GNVC 3,030.30 1.65 5,000.00 0.21 636.36 12.73
INSM 7,614.00 1.97 14,999.58 0.25 1,903.50 12.69
CRGN 6,493.51 3.08 20,000.00 0.38 2,467.53 12.34
BIVN 3,062.79 6.53 20,000.00 0.80 2,450.23 12.25
BLSI 8,968.61 2.23 20,000.00 0.27 2,421.52 12.11
GTXI 1,322.75 7.56 10,000.00 0.88 1,164.02 11.64
SGMO 1,757.00 4.03 7,080.71 0.46 808.22 11.41
CRXX 2,444.99 8.18 20,000.00 0.92 2,249.39 11.25
CRIS 18,044.96 3.56 64,240.04 0.40 7,217.98 11.24
LEXG 4,794.73 3.65 17,500.75 0.39 1,869.94 10.68
EXEL 6,042.46 9.42 56,919.98 0.98 5,921.61 10.40
ENMD 5,154.64 1.94 10,000.00 0.20 1,030.93 10.31
PTN 6,901.84 3.26 22,500.01 0.33 2,277.61 10.12
ARIA 2,564.10 5.85 15,000.00 0.59 1,512.82 10.09
NKTR 5,557.80 16.46 91,481.39 1.59 8,836.90 9.66
TTP 10,489.50 1.43 14,999.99 0.13 1,363.64 9.09
STEM 2,898.55 3.45 10,000.00 0.31 898.55 8.99
BMRN 927.64 10.78 10,000.00 0.96 890.54 8.91
MNTA 3,811.53 22.04 84,006.16 1.96 7,470.60 8.89
GPCB 1,622.06 12.33 20,000.00 1.06 1,719.38 8.60
KOSN 14,638.88 4.44 64,996.63 0.38 5,562.77 8.56
MSHL 2,240.00 6.25 14,000.00 0.53 1,187.20 8.48
AXYX 12,048.19 0.83 10,000.00 0.07 843.37 8.43
VICL 3,571.95 4.20 15,002.20 0.34 1,214.46 8.10
NTII 5,571.03 3.59 20,000.00 0.29 1,615.60 8.08
PDLI 175.93 28.42 5,000.00 2.18 383.53 7.67
EMIS 3,458.00 4.34 15,007.72 0.33 1,141.14 7.60
SPPI 3,546.03 4.23 14,999.72 0.32 1,134.73 7.57
NPSP 3,135.78 11.84 37,127.68 0.86 2,696.77 7.26
AVGN 5,775.25 3.03 17,499.00 0.22 1,270.55 7.26
IDEV 2,788.00 5.38 14,999.44 0.39 1,087.32 7.25
OSCI 11,012.60 2.27 24,998.60 0.16 1,762.02 7.05
REGN 5,157.41 15.90 82,002.81 1.10 5,673.15 6.92
DVAX 12,713.44 4.21 53,524.65 0.29 3,685.84 6.89
CORT 2,739.73 3.65 10,000.00 0.25 684.93 6.85
SOMX 3,015.05 9.95 29,999.75 0.68 2,050.23 6.83
ENCY 8,238.28 7.89 65,000.00 0.52 4,283.90 6.59
INHX 2,976.48 8.40 25,002.43 0.54 1,607.30 6.43
CTIC 27,065.83 2.18 59,003.51 0.14 3,789.22 6.42
CEPH 154.46 64.74 9,999.74 4.07 628.65 6.29
ACAD 8,613.98 9.85 84,847.75 0.61 5,254.53 6.19
DVSA 4,166.33 4.80 19,998.40 0.29 1,208.24 6.04
NABI 2,958.58 3.38 10,000.00 0.20 591.72 5.92
RNVS 2,407.59 15.30 36,836.13 0.90 2,166.83 5.88
ENDP 264.40 30.26 8,000.00 1.77 468.73 5.86
SNSS 2,008.03 4.98 10,000.00 0.27 542.17 5.42
MLNM 4,638.39 9.70 44,992.40 0.52 2,411.96 5.36
DYAX 1,897.53 5.27 10,000.00 0.28 531.31 5.31
DNDN 2,767.53 5.42 15,000.00 0.28 774.91 5.17
AMLN 1,064.63 39.92 42,500.11 2.05 2,182.50 5.14
DSCO 14,603.33 6.68 97,550.26 0.34 4,965.13 5.09
HTI 3,948.00 1.82 7,185.36 0.09 355.32 4.95
MYGN 3,821.81 20.80 79,493.57 1.02 3,898.24 4.90
EPIX 8,662.00 4.04 34,994.48 0.19 1,645.78 4.70
AOM 6,024.10 4.15 25,000.00 0.19 1,144.58 4.58
GLGC 4,477.00 3.35 14,997.95 0.15 671.55 4.48
CALP 2,551.00 5.88 14,999.88 0.26 663.26 4.42
NVS 152.44 52.48 8,000.00 2.31 352.13 4.40
MOGN 6,473.43 17.16 111,084.02 0.75 4,855.07 4.37
VION 6,060.61 1.65 10,000.00 0.07 424.24 4.24
BIIB 176.70 45.28 8,000.98 1.90 335.73 4.20
MRK 251.49 31.81 8,000.00 1.31 329.46 4.12
VIAC 1,779.36 5.62 10,000.00 0.23 409.25 4.09
ELN 4,686.86 13.93 65,288.00 0.57 2,671.51 4.09
NRMX 351.62 14.22 5,000.00 0.58 203.94 4.08
STXS 2,322.88 8.61 20,000.00 0.35 813.01 4.07
IMCL 876.00 34.24 29,994.24 1.39 1,217.64 4.06
INGN 2,656.55 5.27 14,000.00 0.21 557.87 3.98
DRRX 3,549.90 5.07 17,998.10 0.20 709.87 3.94
NTMD 358.42 13.95 5,000.00 0.55 197.13 3.94
GNT 2,580.16 7.75 19,996.25 0.30 774.05 3.87
PTIE 4,437.59 6.76 29,998.11 0.25 1,109.40 3.70
ACUS 1,872.66 5.34 10,000.00 0.19 355.81 3.56
OXGN 2,518.89 3.97 10,000.00 0.14 352.64 3.53
TRPS 5,120.00 2.93 15,001.60 0.10 512.00 3.41
VPHM 1,621.62 18.50 30,000.00 0.63 1,021.62 3.41
INCY 6,928.81 5.34 37,000.53 0.18 1,246.51 3.37
CATG 416.29 12.01 5,000.00 0.40 166.10 3.32
PSDV 1,851.85 5.40 10,000.00 0.17 314.81 3.15
YMI 9,843.25 3.20 31,498.40 0.10 984.32 3.12
PGLAF 9,950.25 2.01 20,000.00 0.06 597.01 2.99
CRME 3,168.20 10.10 31,998.80 0.29 918.78 2.87
SEPR 1,744.49 51.60 90,015.60 1.43 2,494.62 2.77
ICOS 542.93 27.63 15,001.03 0.75 407.19 2.71
NEOL 1,436.52 10.79 15,500.00 0.29 416.59 2.69
VRX 276.55 18.08 5,000.02 0.46 127.21 2.54
TWTI 2,517.00 2.98 7,500.66 0.07 176.19 2.35
AGN 100.00 107.96 10,796.00 2.34 234.00 2.17
NBIX 159.41 62.73 10,000.00 1.33 212.02 2.12
DOVP 2,247.96 14.68 33,000.00 0.31 696.87 2.11
NSTK 1,359.00 14.72 20,004.48 0.28 380.52 1.90
KDUS 25,000.00 1.60 40,000.00 0.03 750.00 1.87
ABGX 232.67 21.49 5,000.00 0.35 81.43 1.63
SVA 4,987.53 4.01 20,000.00 0.06 299.25 1.50
ISTKF 19,371.26 1.67 32,350.00 0.02 387.43 1.20
TELK 8,327.81 16.99 141,489.57 0.20 1,665.56 1.18
ASPV 636.00 15.72 9,997.92 0.18 114.48 1.15
CBST 668.00 21.25 14,195.00 0.24 160.32 1.13
PCOP 7,640.98 3.56 27,201.88 0.04 305.64 1.12
PPHM 23,859.00 0.93 22,188.87 0.01 238.59 1.08
ALXN 3,833.77 20.25 77,633.75 0.18 690.08 0.89
MEDX 7,411.65 13.85 102,651.41 0.12 889.40 0.87
PHRM 1,125.00 17.77 19,991.25 0.12 135.00 0.68
GTCB 10,670.65 1.64 17,499.87 0.01 106.71 0.61
CYTK 5,351.68 6.54 35,000.00 0.03 160.55 0.46
AGIX 1,249.63 20.01 25,005.00 0.09 112.47 0.45
AGEN 1,577.45 4.76 7,508.65 0.01 15.77 0.21
NRGN 4,551.90 6.59 29,997.03 (0.01) (45.52) (0.15)
SNMX 1,825.08 12.12 22,120.00 (0.02) (36.50) (0.17)
CVTX 1,414.91 24.73 34,990.74 (0.09) (127.34) (0.36)
PARS 4,975.12 2.01 10,000.00 (0.01) (49.75) (0.50)
RIGL 2,392.34 8.36 19,999.98 (0.05) (119.62) (0.60)
DPII 7,547.00 2.65 19,999.55 (0.02) (150.94) (0.75)
ARQL 8,169.95 6.12 50,000.08 (0.05) (408.50) (0.82)
AMGN 638.72 78.86 50,369.28 (0.76) (485.43) (0.96)
OSIP 534.93 28.04 14,999.53 (0.33) (176.53) (1.18)
DNA 54.05 92.50 5,000.00 (1.17) (63.24) (1.26)
GERN 1,161.44 8.61 10,000.00 (0.11) (127.76) (1.28)
GNTA 13,698.32 1.46 19,999.54 (0.02) (273.97) (1.37)
ALTH 9,194.95 2.15 19,769.15 (0.03) (275.85) (1.40)
IDIX 413.00 17.11 7,066.43 (0.25) (103.25) (1.46)
CGTKD 1,945.76 10.28 20,002.41 (0.18) (350.24) (1.75)
ICGN 1,550.39 6.45 10,000.02 (0.14) (217.05) (2.17)
MEMY 2,192.98 2.28 5,000.00 (0.05) (109.65) (2.19)
POTP 4,347.83 3.45 15,000.00 (0.08) (347.83) (2.32)
ARWR 2,352.94 4.25 10,000.00 (0.10) (235.29) (2.35)
ACAM 1,728.91 7.23 12,500.00 (0.21) (363.07) (2.90)
ZONA 1,467.71 5.11 7,500.00 (0.15) (220.16) (2.94)
KOSP 328.66 51.73 17,001.36 (1.64) (539.00) (3.17)
MDCO 1,146.13 17.45 20,000.00 (0.56) (641.83) (3.21)
COLY 1,000.00 15.16 15,160.00 (0.54) (540.00) (3.56)
FVRL 2,469.14 4.05 10,000.00 (0.23) (567.90) (5.68)
CRTX 2,089.14 7.18 15,000.00 (0.43) (898.33) (5.99)
BJCT 11,628.00 1.29 15,000.12 (0.08) (930.24) (6.20)
XGEN 1,587.30 3.15 5,000.00 (0.27) (428.57) (8.57)
THRX 222.02 22.52 5,000.00 (2.09) (464.03) (9.28)
AFFX 104.71 47.75 5,000.00 (4.48) (469.11) (9.38)
ADLR 1,369.86 14.60 20,000.00 0.00 0.00
AVN 4,360.00 3.44 14,998.40 0.00 0.00
SKYE 1,758.00 8.53 14,995.74 0.00 0.00
regards,
John |
