Not meaning to jinx this, but this will be the third straight week for good news. The NASDAQ composite showed a 3% gain for the week and the biotech indices were also up by 1% to 1.7%. But our contestants clearly are savvy investors in that both the median and average portfolio turned in improvements of about +4.6% for the week. In fact only a single portfolio lost ground for the past week.(Pay no attention to all that red ink in the YTD status.)
As you might think, a large fraction of the portfolios’ individual holdings were up for the week.The top five winners returned better than 47%, and the big winner, NVTA, popped more than 139%, However looks might be deceiving, in that the big winners started the week very much underwater for the year. For example even after NVTA’s big showing for the week, it was still a -34% loss for the year. It’s not until the 6th placed stock, WVE, was able to parlay its weekly gain of +47% into pushing into the black for the year at +11%. In many cases the movement, positive and negative, apparently was based on whether, and how much, a recent quarterly earnings report exceeded analysts’ expectations.
There was not that much action in the ordering of the top 10 YTD portfolios in comparison to last week’s. Still, congratulations to ROCKY9, returning from a short 3 week absence.
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Report Time Ranges
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From
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To
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Recent
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7/29/22
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8/12/2022
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YTD
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12/31/21
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Index Performance
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Symbol
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Recent
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YTD
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^IXIC
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3.08%
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-16.60%
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^NBI
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1.01%
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-10.94%
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^SPSIBI
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1.68%
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-16.12%
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Share Performance
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Recent
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YTD
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Top 5
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Bottom 5
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Top 5
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Bottom 5
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NVTA
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133.478%
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OTIC
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-75.664%
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OPTN
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132.10%
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GNCA
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-99.05%
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AMRS
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98.421%
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KZIA
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-48.760%
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CBIO
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110.07%
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VLON
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-92.91%
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AQST
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96.591%
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MACK
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-14.735%
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ALDX
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86.75%
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PTE
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-90.60%
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ASLN
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60.079%
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LRMR
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-14.525%
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FENC
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57.73%
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PRQR
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-89.26%
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TOMDF
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47.196%
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SYNH
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-14.127%
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LQDA
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49.90%
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AYLA
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-84.14%
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Top 10 Portfolio YTD
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YTD(Portfolio - SPSIBI)
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Rec
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Rec(Port. - SPSIBI)
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DIEGOSAN
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6.60%
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22.72%
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2.703%
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1.024%
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BRENDAN_49
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-3.96%
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12.16%
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3.332%
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1.653%
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DEW DILIGENCE
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-4.07%
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12.05%
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3.752%
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2.074%
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TECHNETIUM
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-9.62%
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6.50%
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6.901%
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5.222%
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GENEGURU
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-11.14%
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4.98%
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7.826%
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6.148%
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A.J. MULLEN
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-15.69%
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0.43%
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4.162%
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2.483%
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JACK HARTMANN
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-17.27%
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-1.15%
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3.970%
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2.291%
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BULBAMAN
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-17.28%
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-1.16%
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6.642%
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4.963%
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BIOSCIENTISTSA
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-17.32%
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-1.19%
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5.814%
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4.135%
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ROCKY9
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-20.87%
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-4.75%
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7.111%
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5.433%
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Average and Median Portfolio Performance
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Avg Recent
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Avg YTD
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Median Recent
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Median YTD
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$3,235
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-27.15%
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ETHAN H
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$3,176
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RKRW
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-30.40%
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4.75%
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POMPONIUS
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4.556%
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