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Biotech / Medical : 2011 Biotech Charity Contest
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To: rkrw who wrote (127)1/11/2011 11:45:09 AM
From: BulbaMan  Read Replies (1) of 400
 
As you might guess, I’m not sufficiently motivated to go through the individual portfolios to check on the 20% vs. 5% picks. However, I did do a quick check on how well the 20% & 15% picks did vs. the 10% & 5% picks. Of course, there are overlaps within the categories, but the average gain for the 10% & 5% picks was actually greater than for the 20% & 15% picks (up 24% vs. up 18%).
And from my personal experience, it’s usually the stocks I like a little that do better than the ones I’m loaded up on.
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