Happy post Thanksgiving.. May you all have happy memories or at least leftovers.
So I decided to give an abbreviated report on the 1.5-3 days of trading after my previous report.
For the broader markets, continued good news, especially for the biotech indices. For the S&P biotech stocks to surge 2.4% in such a brief time is positive news indeed. In terms of the individual stocks, there were no big movers in either direction worth reporting.
The average portfolio added $2.3k on top of the $3k in the previous report. Even so, a median portfolio having dropped -$34k YTD, I suspect that the final report will have a fair percentage of red-ink portfolios for the year. But not for this report, as every portfolio made a profit. ERIKOTTO repeated his first place finish for recent performance, (+4$4.5k), pushing himself above ALONER (only +$2.2k for this report), to take first place YTD. But the three top portfolios could be considered neck and neck as we head into the final turn. There were no other changes in position for 3rd to 7th place YTD.
Report Time Ranges
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| Recent
| 11/21/23
| 11/24/23
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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
| $486.05
| 0.4%
| $36,157.08
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| ^NBI
| $1,032.32
| 1.2%
| -$9,340.70
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| ^SPSIBI
| $2,046.35
| 2.4%
| -$11,149.90
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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
| 16.1%
| LIAN
| -9.5%
| INZY
| 274.3%
| RGTPQ
| -98.6%
| MODD
| 13.3%
| CDTX
| -3.0%
| PRVB
| 136.5%
| AVTX
| -98.3%
| CABA
| 11.4%
| XENE
| -2.7%
| LIAN
| 122.9%
| APTA.L
| -97.6%
| ICVX
| 10.8%
| LYEL
| -2.4%
| DNTH
| 111.6%
| ACRS
| -94.7%
| LRMR
| 10.2%
| AFMD
| -1.8%
| CABA
| 101.8%
| IDIA.SW
| -87.2%
| 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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| $2,285.53
| $2,212.16
| GENEGURU
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| -$26,346.09
| -$34,140.09
| ARTHUR RADLEY
| 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 - ERIKOTTO (1)
| $4,545.18
| $2,498.83
| $12,330.25 (1)
| 1 - ERIKOTTO (2)
| $12,330.25
| ——
| $23,480.16
| $4,545.18 (1)
| 2 - STEVE LOKNESS (2)
| $4,321.23
| $2,274.88
| $10,564.33 (3)
| 2 - ALONER (1)
| $10,997.88
| $1,332.37
| $22,147.79
| $2,170.13 (9)
| 3 - RAJU_BIJLEE (6)
| $3,706.16
| $1,659.82
| -$51,116.07 (15)
| 3 - STEVE LOKNESS (3)
| $10,564.33
| $1,765.92
| $21,714.23
| $4,321.23 (2)
| 4 - BLADERUNNER (5)
| $2,879.12
| $832.77
| -$16,344.86 (5)
| 4 - A.J. MULLEN (4)
| -$11,532.94
| $23,863.19
| -$383.03
| $1,018.04 (13)
| 5 - DEW DILIGENCE (8)
| $2,488.49
| $442.15
| -$47,203.33 (14)
| 5 - BLADERUNNER (5)
| -$16,344.86
| $28,675.11
| -$5,194.96
| $2,879.12 (4)
| 6 - JACK HARTMANN (10)
| $2,487.00
| $440.65
| -$30,960.64 (7)
| 6 - RKRW (6)
| -$18,304.16
| $30,634.41
| -$7,154.25
| $2,358.81 (7)
| 7 - RKRW (15)
| $2,358.81
| $312.46
| -$18,304.16 (6)
| 7 - JACK HARTMANN (7)
| -$30,960.64
| $43,290.89
| -$19,810.74
| $2,487.00 (6)
| Top Portfolios’ Contents
| Second Place Recent Performance Portfolio (STEVE LOKNESS)
| Top YTD Performance Portfolio (ERIKOTTO)
| 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%
| 6.4% | -53.2%
| -$7,978.06
| $376.18
| 14.2%
| CABA
| 15.0%
| 27.0% | 101.8%
| $15,275.68
| $1,702.70
| 3.3%
| CRBU
| 5.0%
| 4.1% | -9.9%
| -$493.63
| $286.62
| 22.2%
| DAWN
| 10.0%
| 5.0% | -43.4%
| -$4,335.50
| $125.46
| 17.7%
| GRPH
| 10.0%
| 6.4% | -29.2%
| -$2,921.69
| $90.36
| 14.1%
| FULC
| 10.0%
| 5.8% | -34.3%
| -$3,434.07
| $535.71
| 15.2%
| DNTH
| 10.0%
| 19.1% | 111.6%
| $11,157.32
| $361.66
| 4.7%
| ICVX
| 5%
| 6.2% | 38.7%
| $1,933.25
| $541.56
| 14.4%
| MRUS
| 15.0%
| 21.2% | 56.0%
| $8,406.59
| $465.42
| 4.3%
| INZY
| 5%
| 16.7% | 274.3%
| $13,714.29
| $476.19
| 5.3%
| NAUT
| 10.0%
| 15.0% | 66.1%
| $6,611.11
| $1,611.11
| 6.0%
| LIFE
| 10.0%
| 4.9% | -44.7%
| -$4,474.89
| $319.63
| 18.1%
| PACB
| 10.0%
| 9.5% | 4.5%
| $452.32
| $330.07
| 9.6%
| OCUL
| 10.0%
| 7.1% | -20.3%
| -$2,028.47
| $177.94
| 12.5%
| PSNL
| 15.0%
| 10.8% | -20.2%
| -$3,030.30
| $909.09
| 8.4%
| PDSB
| 10.0%
| 4.3% | -52.2%
| -$5,219.70
| $30.30
| 20.9%
| QSI
| 10.0%
| 7.6% | -16.4%
| -$1,639.34
| -$109.29
| 12.0%
| PRQR
| 10.0%
| 3.6% | -60.0%
| -$6,000.00
| $162.16
| 25.0%
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| URGN
| 15.0%
| 19.5% | 46.0%
| $6,899.66
| $473.51
| 4.6%
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