nigel, you would flog me, even, with my own iron in the fire (I was going to essay a variant of the saying "hoisting myself on my own petard" but concluded that the conventional interpretation would launch a bomb into our discourse).
My charity portfolio, alas, bears only a 70% or so resemblance to my real life BT portfolio by issue, and the percentages by issue are not similarly aligned. But the driver of the statement I made, and to which you graciously made reference to a fact that might belie it (I claim only derivative success, based largely on the generous offerings of the wise old files on this board), resides in the decline in my mid-cap holdings, mostly SEPR, VRTX, AMLN, ALXN, and NBIX (although I'm not complaining about that one--I'm surprised it's been holding in this level at all). Those names I did not include in my contest entries because I thought their appreciation potential and high share price made them less suitable candidates.
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