Brief report: NASDAQ not bad, Biotech not so good. The single owner of CRVS (ALONER) added 100% of his investment, coming in first for the week. Only 5 portfolios in the black. ALONER closed the gap between him at #2 and BLADERUNNER at #1. Substantially, ALONER only 8k behind for YTD. ERIKOTTO moved up in his year to date standing from fifth to third.
Report Time Ranges
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| Recent
| 5/5/23
| 5/12/23
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| YTD
| 12/31/2022
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| Index Portfolios’ Performance
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| Symbol
| Recent P/L
| Recent %
| YTD P/L
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| ^IXIC
| $471.31
| 0.4%
| $17,372.24
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| ^NBI
| -$1,337.45
| -1.3%
| -$189.93
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| ^SPSIBI
| -$82.18
| -0.1%
| $2,594.65
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| Share Performance
| Recent Performance
| YTD Performance
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| Top Five
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| Bottom Five
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| Top Five
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| Bottom 5
| Symbol
| P/L / Initial Price
| Symbol
| P/L / Initial Price
| Symbol
| YTD P/L / Initial Price
| Symbol
| YTD P/L/ Initial Price
| CRVS
| 100.0%
| EYEN
| -69.9%
| INZY
| 479.0%
| APTA.L
| -76.7%
| BLCM
| 48.1%
| HROW
| -34.3%
| JSPR
| 225.1%
| ALT
| -69.1%
| ASRT
| 34.9%
| HUMA
| -30.3%
| TGTX
| 161.1%
| BCAB
| -55.5%
| OMER
| 26.1%
| TGTX
| -28.7%
| OMER
| 152.7%
| FULC
| -55.1%
| CRIS
| 23.5%
| ATRA
| -23.5%
| CRVS
| 141.2%
| TCON
| -55.0%
| Average and Median Portfolio Performance
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| Recent P/L
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| YTD P/L
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| Avg.
| Median
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| Avg
| Median
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| -$1,578.62
| -$3,045.17
| RKRW
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| $14,220.59
| $9,009.31
| STEVE LOKNESS
| Top Seven Portfolio Performances
| Top Recent Performers
| Top YTD Performers
| Contestant (Prev. Rank)
| Recent P/L
| P/L vs. ^SPSIBI
| YTD P/L (Rank)
| Contestant (Prev. Rank)
| YTD P/L
| vs. Top Portfolio
| P/L vs. ^SPSIBI
| Rec. P/L (Rank)
| 1 - ALONER (14)
| $14,890.79
| $14,972.96
| $56,552.00 (2)
| 1 - BLADERUNNER (1)
| $65,496.32
| ——
| $62,901.67
| $5,492.96 (2)
| 2 - BLADERUNNER (1)
| $5,492.96
| $5,575.13
| $65,496.32 (1)
| 2 - ALONER (2)
| $56,552.00
| $8,944.32
| $53,957.35
| $14,890.79 (1)
| 3 - ERIKOTTO (3)
| $2,707.58
| $2,789.76
| $28,373.93 (3)
| 3 - ERIKOTTO (5)
| $28,373.93
| $37,122.39
| $25,779.28
| $2,707.58 (3)
| 4 - BULBAMAN (15)
| $1,159.43
| $1,241.61
| -$2,044.55 (12)
| 4 - ARTHUR RADLEY (3)
| $26,150.40
| $39,345.92
| $23,555.75
| -$14,021.77 (15)
| 5 - GENEGURU (11)
| $355.85
| $438.03
| -$9,983.86 (14)
| 5 - RKRW (4)
| $25,919.38
| $39,576.94
| $23,324.73
| -$3,045.17 (8)
| 6 - RAJU_BIJLEE (2)
| -$617.96
| -$535.79
| $927.88 (11)
| 6 - TOMATO (6)
| $17,522.09
| $47,974.23
| $14,927.44
| -$6,185.49 (13)
| 7 - A.J. MULLEN (7)
| -$620.36
| -$538.18
| -$4,710.43 (13)
| 7 - TECHNETIUM (7)
| $14,551.48
| $50,944.84
| $11,956.83
| -$3,961.68 (11)
| Top Portfolios’ Contents
| Top Recent Performance Portfolio (ALONER)
| Top YTD Performance Portfolio (BLADERUNNER)
| Symbol (Rank)
| Current Allocation
| Value/Total | ROI
| YTD Stock P/L
| Recent Stock P/L
| % Current Price Change for $1,000 P/L
| Symbol (Rank)
| Initial Allocation
| Value/Total | ROI
| YTD Stock P/L
| Recent Stock P/L
| % Current Price Change for $1,000 P/L
| AFMD
| 11.1%
| 6.1% | -24.4%
| -$3,086.85
| -$131.81
| 10.5%
| CRDF
| 20.0%
| 14.6% | 20.7%
| $4,142.86
| -$2,714.29
| 4.1%
| CDTX
| 11.1%
| 11.8% | 45.9%
| $5,798.55
| $1,889.90
| 5.4%
| CRIS
| 15.0%
| 15.4% | 69.8%
| $10,475.45
| $3,520.91
| 3.9%
| CLSD
| 11.1%
| 7.7% | -4.3%
| -$547.71
| $460.20
| 8.3%
| ENTA
| 5.0%
| 1.6% | -45.6%
| -$2,277.52
| -$1,148.97
| 36.7%
| CRDF
| 11.1%
| 9.6% | 18.9%
| $2,384.70
| -$1,687.82
| 6.7%
| IOVA
| 10.0%
| 7.1% | 16.9%
| $1,690.14
| $970.27
| 8.6%
| CRIS
| 11.1%
| 12.8% | 59.1%
| $7,462.99
| $2,776.73
| 5.0%
| JSPR
| 20.0%
| 39.3% | 225.1%
| $45,010.35
| $2,898.55
| 1.5%
| CRVS
| 11.1%
| 18.4% | 128.4%
| $16,215.42
| $11,959.46
| 3.5%
| MBIO
| 10.0%
| 4.8% | -21.4%
| -$2,135.02
| $742.62
| 12.7%
| KZIA
| 11.1%
| 15.7% | 94.5%
| $11,935.47
| $2,365.37
| 4.1%
| MGTA
| 5.0%
| 4.9% | 60.7%
| $3,035.44
| -$951.90
| 12.4%
| MGTA
| 11.1%
| 11.6% | 44.0%
| $5,554.60
| -$2,153.95
| 5.5%
| MRSN
| 15.0%
| 12.4% | 37.0%
| $5,554.61
| $2,175.77
| 4.9%
| MRNA
| 11.1%
| 6.3% | -22.3%
| -$2,817.03
| -$587.29
| 10.2%
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| PRVB
| 0.0%
| 0.0% | 136.5%
| $13,651.84
| $0.00
| ----
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Rick Shafer |
