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Biotech / Medical : The biotechnology mini portfolio

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To: nigel bates who wrote (52)	9/28/2006 10:17:30 AM
From: Mike McFarland	Read Replies (2) of 93

ARNA CRXL EXEL KERX MAXY MEDX MYGN RNVO.L total $104k (which includes $12k cash we can spend if we want to be fully invested--I would prefer we keep the cash handy). The portfolio is up 11.3% at the moment, all positions are in the green, no worries. MiniB is a hair ahead of my letter A portfolio, and $5 grand ahead my own stocks. These three portfolios were set about equal to each other yesterday. The contents of "A is for Biotech" is approximately ten grand each of: abt accl affx amgn amri ands aria arql arry avgn It took about 30 seconds for me to choose those stocks, I basically selected stocks that I knew at least a little about, just grabbing stuff off a list--but it is not a random portfolio, I think it certainly has a chance to be competitive with MiniB. A fun experiment I think. Another watchlist I call 'bottomfish misc' was set to 100k yesterday and includes about ten grand of each of these stocks: ands arql cege glgc orch pars rigl sgxp sqnm I just eyeballed the number of shares and a couple of stocks got shortchanged, but the main thing is that it totaled 100k, so it'll be a fair fight.

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