6/8/2018 Contest update This week, according to a Federal Reserve report, U.S. household net worth hit a record $100 trillion. Assuming real life portfolios of Biotech Contest participants closely match their Contest picks, for a good number of us our share of those trillions has been growing nicely. To wit, at Friday’s close, the Contest median was up 22.03% YTD (vs. up 18.66% YTD a week ago), doing significantly better than the Nasdaq Biotech Index (NBI) up 3.20% YTD (vs. up 2.82% YTD a week ago), the smaller-cap S&P Biotechnology Select Industry Index (SPSIBI), up 13.57% YTD (vs. up 13.98% YTD a week ago) and the Nasdaq Composite Index (IXIC), up 10.75% YTD (vs. up 9.43% YTD a week ago). KMASTR’s portfolio, up 67.33% YTD, remains our Contest leader, with ALIAS’s portfolio, up 62.76% YTD and MARKETH’s portfolio, up 60.93% YTD, holding on to second and third place. At Friday's close, 54 of the 62 Contest portfolios were still in the green, with 50 beating the NBI and a remarkable 38 now beating the SPSIBI. The 230 Contest stock picks have an average YTD gain of 12.52% and a median YTD loss of -1.30%, with 113 showing a gain for the year. The substantial difference between the average and median YTD performance reflects huge gains by a few of the Contest portfolio picks, with 3 more than tripling (ARQL, MDGL, SESN) and 15 more than doubling. Below is the Top Ten list. Also below are the Top 5 & Bottom 5 Stocks for the week ranked by % Gained and % Lost YTD. (Prices not converted to US$ in these Tables.) Portfolio adjustments: The controversial MON buyout by Bayer at $128 finally closed on 6/6. MON was only held in DEWDIL’s portfolio. (All corrections, especially adjustments for splits & mergers, greatly appreciated.) Enjoy a safe and fun weekend biotechies! Peace & good health, Bulba
6/8/18 Rank Name Profit/Loss 1 KMASTR 67,333 2 ALIAS 62,756 3 MARKETH 60,930 4 THID 48,801 5 ANDRE 46,899 6 MILJENKO46,783 7 YVR 44,967 8 SPTAD 44,046 9 USUBAN 40,839 10 RKRW 40,230
Week's Top 5 Gainers Symbol 6/1/18 6/8/18 Wk.%chg. AXON 1.92 4.80 150.00% MEIP 3.43 4.95 44.31% DCPH 25.91 35.13 35.58% KRYS 10.30 13.81 34.08% AVXL 2.87 3.74 30.31% Week's Worst 5 Losers Symbol 6/1/18 6/8/18 Wk.%chg. JNCE 11.23 7.43 -33.84% VXRT 5.24 3.49 -33.40% MRSN 20.700 14.680 -29.08% BPMC 84.48 66.87 -20.85% ADRO 8.45 6.85 -18.93% |