A MUCH better report than for the last few weeks. In fact it made up for a lot of the losses experienced Even the worst portfolio posted a gain of $4k. We now have 11 portfolios in the black YTD.
ALONER was sole holder of KZIA which took their YTD standing from thirteenth to fourth. BULBAMAN with positions in LRMR, CU6.AX, SNGX AND PMN, put more daylight between themselves and ERIKOTTO.
KZIA defines the phrase “volatile stock” in the last week since posting good results about glioblastoma treatment.
I’m tempted to say, “Mind the Gap,” as BULBAMAN has a large lead.
Once again, I’m the happy median.
Report Time Ranges
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| Recent
| 7/5/2024
| 7/12/24
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| YTD
| 12/31/2023
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| Index Portfolios’ Performance
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| Symbol
| Recent P/L
| Recent %
| YTD P/L
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| ^IXIC
| $4,435.58
| 3.8%
| $22,563.54
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| ^NBI
| $6,040.96
| 5.8%
| $10,038.06
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| ^SPSIBI
| $6,947.59
| 6.7%
| $10,836.07
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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
| KZIA
| 158.2%
| JSPR
| -25.9%
| CU6.AX
| 219.8%
| CNSP
| -98.1%
| LRMR
| 63.7%
| TMDX
| -12.5%
| VKTX
| 207.3%
| GLYC
| -87.8%
| CU6.AX
| 60.0%
| TCON
| -7.7%
| NVAX
| 173.1%
| AMLX
| -85.3%
| SNGX
| 43.8%
| ONVO
| -6.8%
| INSM
| 147.5%
| PACB
| -82.9%
| PMN
| 40.0%
| VINC
| -4.8%
| JSPR
| 142.1%
| TCON
| -81.2%
| 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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| $13,960.13
| $11,730.75
| BLADERUNNER
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| $11,204.11
| $2,353.49
| 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 (12)
| $35,206.97
| $28,259.37
| $19,981.63 (4)
| 1 - BULBAMAN (1)
| $97,984.98
| ——
| $87,148.90
| $32,941.90 (2)
| 2 - BULBAMAN (15)
| $32,941.90
| $25,994.31
| $97,984.98 (1)
| 2 - ERIKOTTO (2)
| $46,947.43
| $51,037.55
| $36,111.36
| $21,338.01 (3)
| 3 - ERIKOTTO (8)
| $21,338.01
| $14,390.42
| $46,947.43 (2)
| 3 - TOMATO (3)
| $38,509.08
| $59,475.90
| $27,673.00
| $16,104.76 (4)
| 4 - TOMATO (13)
| $16,104.76
| $9,157.16
| $38,509.08 (3)
| 4 - ALONER (13)
| $19,981.63
| $78,003.35
| $9,145.55
| $35,206.97 (1)
| 5 - RAJU_BIJLEE (17)
| $15,320.12
| $8,372.53
| $7,228.35 (8)
| 5 - BLADERUNNER (4)
| $15,498.63
| $82,486.35
| $4,662.56
| $11,730.75 (9)
| 6 - DEW_DILIGENCE (6)
| $14,239.49
| $7,291.90
| $12,287.20 (7)
| 6 - TRACE I11 (5)
| $13,872.00
| $84,112.98
| $3,035.92
| $10,157.84 (11)
| 7 - STEVE LOKNESS (4)
| $14,040.35
| $7,092.76
| $691.96 (11)
| 7 - DEW_DILIGENCE (6)
| $12,287.20
| $85,697.78
| $1,451.12
| $14,239.49 (6)
| 8 - KATHLEEN (1)
| $12,479.41
| $5,531.81
| -$9,654.21 (14)
| 8 - RAJU_BIJLEE (8)
| $7,228.35
| $90,756.63
| -$3,607.72
| $15,320.12 (5)
| Top Portfolios’ Contents
| Top Recent Performance Portfolio (ALONER)
| Top YTD Performance Portfolio (BULBAMAN)
| Symbol (Rank)
| Initial 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
| ACRS
| 5.00%
| 5.2% | 25.7%
| $1,285.71
| $571.43
| 15.9%
| CU6.AX
| 20.00%
| 32.3% | 219.8%
| $43,959.92
| $11,999.01
| 1.6%
| AFMD
| 20.00%
| 13.7% | -17.6%
| -$3,520.00
| $400.00
| 6.1%
| CYTH
| 10.00%
| 4.0% | -20.8%
| -$2,075.47
| $62.89
| 12.6%
| CDTX
| 20.00%
| 12.1% | -27.7%
| -$5,541.56
| -$717.88
| 6.9%
| LRMR
| 10.00%
| 11.6% | 130.5%
| $13,054.95
| $6,373.63
| 4.3%
| CLSD
| 5.00%
| 4.5% | 6.8%
| $341.88
| -$128.21
| 18.7%
| PMN
| 10.00%
| 9.9% | 95.7%
| $9,565.22
| $4,000.00
| 5.1%
| CRVS
| 20.00%
| 19.4% | 16.5%
| $3,295.45
| $2,613.64
| 4.3%
| SNGX
| 10.00%
| 3.1% | -38.9%
| -$3,889.80
| $4,375.00
| 16.4%
| KZIA
| 20.00%
| 34.0% | 103.8%
| $20,764.51
| $31,635.95
| 2.5%
| TCON
| 10.00%
| 1.0% | -81.2%
| -$8,115.36
| -$770.99
| 53.1%
| MRNA
| 5.00%
| 5.1% | 22.1%
| $1,106.59
| $157.87
| 16.4%
| TLX.AX
| 15.00%
| 14.8% | 96.0%
| $14,397.41
| $2,138.80
| 3.4%
| TWST
| 5.00%
| 6.0% | 45.0%
| $2,249.05
| $674.17
| 13.8%
| VKTX
| 15.00%
| 23.3% | 207.3%
| $31,088.12
| $4,763.57
| 2.2%
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