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Biotech / Medical : The thread of life

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To: Mike McFarland who wrote (1150)	9/27/2006 2:43:10 PM
From: Mike McFarland	Read Replies (1) of 1336

Note to self: Portfolios I have added $25k cash to MiniB, $103k "A is for Biotech" no cash, $102k Bottomfish, $30k cash, $100k McFarland, $101k Was too lazy to go back and allocate cash among existing positions to normalize things here, so I will shop for a few more positions for bottomfish and maybe somebody will volunteer something for MiniB. The bottomfish portfolio is just a garbage portfolio I threw together for fun. "A is for biotech" is sort of a dartboard portfolio--I started at the beginning of the alphabet and didn't even get to the letter B <g>. MiniB is a more rational portfolio, most ideas were courtesy of Rick Harmon, I am sure standard disclaimers apply. The McFarland portfolio is obviously the stuff I own, mostly Infinity, so it cannot be called a portfolio with a straight face. Something more than the standard disclaimers apply.

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