Well, the word for this week is “chaotic”, mostly on the down side.
Notwithstanding how great it was for the NASDAQ Composite (up +3%), and only a little so for their biotech index (up +2%). The S&P biotech index was essentially flat. So, let’s see how the competition portfolios fared.
The winning stocks for the week, in terms of gain verses their initial price, are good though not spectacular. NAUT came in first (+37%), on no particular big news, continuing a slow steady climb for the past month (It had been third for weekly performance last week, +29%), having almost doubled since the beginning of the year. ABCM (35%) at least had headlines like “ Life Sciences Firm Abcam Gets Takeover Approaches While It Battles Founder” from Bloomberg.
Looking at the losers for the week: We see some familiar names, but in the good news column: CRVS drops -160% (remember that’s a percentage of their price at the start of the contest, but it climbed substantially since then, allowing it to drop more than 100%). They had a favorable analyst report in TheStreet.com (mostly based on “technical” analysis) on Thursday but that didn’t move the needle any. OCUL off -93% on no particular news. And so on. Four of last week’s top five YTD stocks ended up as the worst five performers of the week (INZY, CRVS, OMER, OCUL). Needless to say, there were substantial changes in the YTD performance measured this week, but only one stock (OCUL) completely dropped off the list, dropping to a more than respectable +71% YTD. JSPR moved from fourth place up to second, but that was only because their bad week (-40%) wasn’t as bad as the others.
This doesn’t presage lot of happy news for the portfolios, which sliced off -$5k from their value during the week, reducing the portfolios’ average and median value YTD to +$13k and +$7k for the average and median. The median performance still outpaces the S&P biotech index (+5%) YTD,
The winning portfolio for the week, STEVE LOKNESS, up +$6.7k thanks to positions in both NAUT and AKYA, and moved from fifth to third in the YTD standings. Second place ARTHUR Radley owned AKYA and ABCM, gaining +$5.1k, and moving up their YTD standings from fifth to third. Only three portfolios were in the black for the week. ALONER dropped -$19.4k as the owner of CRVS, and turned in the worst performance for the week. But that wasn’t enough to lose his hold on first place YTD, thanks to BLADERUNNER having the second worst return (-$18.8k) from another bad week for JSPR. The two of them are now separated by $8.7k.
Let’s hope for better times next week.
Report Time Ranges
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| Recent
| 6/9/23
| 6/18/23
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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
| $4,112.43
| 3.2%
| $30,794.40
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| ^NBI
| $2,004.08
| 2.0%
| $396.25
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| ^SPSIBI
| -$114.52
| -0.1%
| $5,009.47
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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
| NAUT
| 37.2%
| CRVS
| -157.6%
| INZY
| 428.6%
| APTA.L
| -77.0%
| ABCM
| 35.3%
| OCUL
| -93.2%
| JSPR
| 185.7%
| ALT
| -75.7%
| AKYA
| 30.9%
| MRSN
| -86.7%
| OMER
| 164.2%
| TCON
| -67.0%
| MBIO
| 24.5%
| OMER
| -67.7%
| CRVS
| 163.5%
| PTE
| -63.2%
| ORIC
| 18.0%
| INZY
| -52.4%
| PRVB
| 136.5%
| FULC
| -58.8%
| 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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| -$5,077.52
| -$4,980.58
| JACK HARTMANN
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| $12,698.34
| $6,915.05
| JACK HARTMANN
| 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 - STEVE LOKNESS (3)
| $6,737.14
| $6,851.66
| $28,302.40 (3)
| 1 - ALONER (1)
| $56,630.95
| ——
| $51,621.48
| -$19,429.03 (15)
| 2 - ARTHUR RADLEY (13)
| $5,044.87
| $5,159.39
| $22,849.86 (5)
| 2 - BLADERUNNER (2)
| $47,910.36
| $8,720.59
| $42,900.88
| -$18,768.41 (14)
| 3 - RAJU_BIJLEE (2)
| $3,166.01
| $3,280.53
| $231.37 (11)
| 3 - STEVE LOKNESS (5)
| $28,302.40
| $28,328.55
| $23,292.93
| $6,737.14 (1)
| 4 - DEW DILIGENCE (14)
| -$674.42
| -$559.90
| -$712.91 (12)
| 4 - RKRW (3)
| $23,004.06
| $33,626.89
| $17,994.58
| -$11,180.87 (12)
| 5 - BMAZ001 (6)
| -$1,008.98
| -$894.46
| -$26,827.86 (15)
| 5 - ARTHUR RADLEY (7)
| $22,849.86
| $33,781.09
| $17,840.39
| $5,044.87 (2)
| 6 - A.J. MULLEN (10)
| -$1,518.88
| -$1,404.36
| -$4,511.97 (13)
| 6 - ERIKOTTO (4)
| $21,975.43
| $34,655.52
| $16,965.96
| -$8,266.94 (11)
| 7 - GENEGURU (11)
| -$1,719.55
| -$1,605.03
| -$7,503.97 (14)
| 7 - TECHNETIUM (8)
| $10,189.26
| $46,441.69
| $5,179.79
| -$5,070.33 (9)
| Top Portfolios’ Contents
| Top Recent Performance Portfolio (STEVE LOKNESS)
| 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
| AKYA
| 15.0%
| 10.2% | -13.0%
| -$1,943.57
| $4,639.50
| 7.7%
| AFMD
| 10%
| 5.1% | -37.2%
| -$4,697.18
| $132.91
| 12.6%
| CRBU
| 5.0%
| 2.7% | -30.9%
| -$1,544.59
| $39.81
| 28.9%
| CDTX
| 10%
| 11.2% | 38.4%
| $4,853.60
| -$1,574.92
| 5.7%
| GRPH
| 10.0%
| 6.5% | -16.6%
| -$1,656.63
| -$210.84
| 12.0%
| CLSD
| 10%
| 10.9% | 34.8%
| $4,399.45
| $2,301.01
| 5.9%
| MGTA
| 10.0%
| 12.9% | 65.8%
| $6,582.28
| -$1,144.30
| 6.0%
| CRDF
| 10%
| 8.9% | 10.4%
| $1,318.71
| -$444.16
| 7.2%
| MRUS
| 15.0%
| 19.8% | 69.0%
| $10,355.53
| $2,472.53
| 3.9%
| CRIS
| 10%
| 11.3% | 39.7%
| $5,008.89
| $617.29
| 5.7%
| NAUT
| 10.0%
| 17.2% | 121.1%
| $12,111.11
| $3,722.22
| 4.5%
| CRVS
| 10%
| 20.1% | 149.6%
| $18,888.71
| -$18,853.74
| 3.2%
| PACB
| 10.0%
| 12.1% | 55.9%
| $5,586.80
| -$1,259.17
| 6.4%
| KZIA
| 10%
| 14.4% | 78.7%
| $9,934.00
| -$727.81
| 4.4%
| PSNL
| 15.0%
| 12.3% | 5.6%
| $833.33
| -$757.58
| 6.3%
| MGTA
| 10%
| 12.0% | 48.6%
| $6,133.19
| -$1,294.66
| 5.3%
| QSI
| 10.0%
| 6.2% | -20.2%
| -$2,021.86
| -$765.03
| 12.5%
| MRNA
| 10%
| 6.2% | -22.7%
| -$2,860.28
| $415.05
| 10.2%
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| PRVB
| 10%
| 0.0% | 136.5%
| $13,651.84
| $0.00
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