Another report while on the road. Great week for NASDAQ. Kind of a wash for both biotech indices. The NASDAQ biotech index in particular slipped about half a percent, but still hovers reasonably near the break even point for its YTD performance.
CRVS more than doubled (up 134% for the week), which was good news for the sole portfolio with a position in it, ALONER, making them not only the top portfolio both for last week, (up by +$18k allmost all of it from CRVS) but also taking first place YTD (+$74k). The former top dog, BLADERUNNER, also had a pretty good week, in third place thanks to JSPR adding another +43% of its original price, which is “just” +$5.8k. With only $3k separating the two portfolios, there is a good chance that BLADERUNNER will be able to return to their accustomed first place position.
Report Time Ranges
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| Recent
| 5/12/23
| 5/19/23
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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
| $3,565.23
| 3.0%
| $20,937.47
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| ^NBI
| -$445.88
| -0.4%
| -$635.81
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| ^SPSIBI
| $188.18
| 0.2%
| $2,782.83
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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
| 134.1%
| LRMR
| -33.9%
| INZY
| 504.8%
| APTA.L
| -78.7%
| JSPR
| 43.5%
| ICPT
| -18.8%
| CRVS
| 275.3%
| ALT
| -72.7%
| LIAN
| 40.8%
| RVNC
| -18.2%
| JSPR
| 268.5%
| BCAB
| -59.5%
| DCTH
| 29.9%
| MODD
| -16.3%
| OMER
| 177.0%
| TCON
| -58.8%
| INZY
| 25.7%
| EYEN
| -16.0%
| TGTX
| 153.2%
| FULC
| -55.4%
| 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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| $1,804.79
| $1,865.21
| RKRW
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| $16,025.38
| $11,039.53
| TECHNETIUM
| 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 (1)
| $17,692.45
| $17,504.27
| $74,244.45 (1)
| 1 - ALONER (2)
| $74,244.45
| ——
| $71,461.62
| $17,692.45 (1)
| 2 - GENEGURU (5)
| $6,179.33
| $5,991.15
| -$3,804.52 (13)
| 2 - BLADERUNNER (1)
| $71,269.77
| $2,974.68
| $68,486.93
| $5,773.45 (3)
| 3 - BLADERUNNER (2)
| $5,773.45
| $5,585.26
| $71,269.77 (2)
| 3 - ERIKOTTO (3)
| $29,248.68
| $44,995.77
| $26,465.84
| $874.75 (9)
| 4 - STEVE LOKNESS (14)
| $2,932.79
| $2,744.61
| $11,942.10 (7)
| 4 - RKRW (5)
| $27,784.59
| $46,459.86
| $25,001.76
| $1,865.21 (8)
| 5 - BULBAMAN (4)
| $2,465.16
| $2,276.97
| $420.61 (11)
| 5 - ARTHUR RADLEY (4)
| $24,641.53
| $49,602.92
| $21,858.70
| -$1,508.87 (11)
| 6 - JACK HARTMANN (10)
| $2,394.46
| $2,206.28
| $11,023.00 (9)
| 6 - TOMATO (6)
| $14,987.34
| $59,257.11
| $12,204.51
| -$2,534.75 (12)
| 7 - BMAZ001 (9)
| $2,264.32
| $2,076.13
| -$27,009.24 (15)
| 7 - STEVE LOKNESS (8)
| $11,942.10
| $62,302.35
| $9,159.27
| $2,932.79 (4)
| Top Portfolios’ Contents
| Second Place Recent Performance Portfolio (GENEGURU)
| Top YTD Performance Portfolio (ALONER)
| 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
| AXSM
| 5.0%
| 5.1% | -1.8%
| -$92.05
| -$213.92
| 20.4%
| AFMD
| 10%
| 6.8% | -6.1%
| -$764.73
| $2,322.12
| 8.4%
| CMRX
| 5.0%
| 3.4% | -34.9%
| -$1,747.31
| $241.94
| 30.7%
| CDTX
| 10%
| 11.8% | 62.1%
| $7,845.94
| $2,047.39
| 4.9%
| DCTH
| 20.0%
| 40.9% | 96.7%
| $19,333.33
| $5,973.89
| 2.5%
| CLSD
| 10%
| 6.7% | -7.1%
| -$892.86
| -$345.15
| 8.5%
| GLYC
| 20.0%
| 13.6% | -34.7%
| -$6,930.69
| $396.04
| 7.7%
| CRDF
| 10%
| 8.7% | 19.6%
| $2,473.53
| $88.83
| 6.6%
| INVA
| 5.0%
| 5.3% | 1.7%
| $83.02
| $301.89
| 19.7%
| CRIS
| 10%
| 10.9% | 49.9%
| $6,299.39
| -$1,163.60
| 5.3%
| MODD
| 5.0%
| 2.7% | -48.5%
| -$2,425.00
| -$812.50
| 38.8%
| CRVS
| 10%
| 25.8% | 255.4%
| $32,255.17
| $16,039.75
| 2.2%
| PRQR
| 20.0%
| 10.6% | -49.2%
| -$9,837.84
| -$324.32
| 9.8%
| KZIA
| 10%
| 13.2% | 81.5%
| $10,297.90
| -$1,637.56
| 4.4%
| XAIR
| 20.0%
| 18.5% | -10.9%
| -$2,187.98
| $616.33
| 5.6%
| MGTA
| 10%
| 10.8% | 48.5%
| $6,127.46
| $572.86
| 5.3%
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| MRNA
| 10%
| 5.5% | -24.1%
| -$3,049.21
| -$232.19
| 10.4%
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| PRVB
| 10%
| 0.0% | 136.5%
| $13,651.84
| —-
| —-%
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Rick Shafer |
