Two thirds through the quarter, where does the time go?
This week’s general mood was Bleh shading into Bad.
NASDAQ drops a percent but the biotech indices are treading water.
The average portfolio got clipped by $96 Only six portfolios in the black for the week.
BULBAMAN had the top return for the week, adding $3.5k to his portfolio, and so strengthening their #1 YTD position vs second place TOMATO, now with $30k separating the two portfolios. Most tomatoes are red, but TOMATO remains in the black, or is that green?
BULBAMAN's choice of CU6.AX continues to pay off. They received FDA fast track designation for 64Cu-SAR-bisPSMA “for positron emission tomography (PET) imaging of prostate-specific membrane antigen (PSMA) positive prostate cancer lesions with suspected metastasis who are candidates for initial definitive therapy” on August 22.
I don’t know why JSPR is up for the week.
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| Recent
| 8/23/24
| 8/30/2024
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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
| -$1,093.63
| -0.9%
| $18,001.52
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| ^NBI
| $36.98
| 0.0%
| $11,701.39
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| ^SPSIBI
| -$206.62
| -0.2%
| $13,562.31
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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
| JSPR
| 31.8%
| HROW
| -20.0%
| CU6.AX
| 278.0%
| CNSP
| -99.8%
| CU6.AX
| 25.2%
| NBIX
| -19.5%
| HROW
| 261.3%
| TCON
| -97.4%
| SYRE
| 15.0%
| SLDB
| -10.3%
| VKTX
| 244.5%
| GLYC
| -92.5%
| KZIA
| 14.4%
| STRO
| -10.3%
| JSPR
| 176.3%
| PACB
| -86.0%
| VERV
| 12.6%
| TMDX
| -9.4%
| NVAX
| 157.9%
| AMLX
| -84.9%
| 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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| -$962.79
| -$827.87
| TRACE I11
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| $13,815.99
| $11,486.73
| DEW_DILIGENCE
| 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 - BULBAMAN (1)
| $3,539.91
| $3,746.53
| $91,894.68 (1)
| 1 - BULBAMAN (1)
| $91,894.68
| ——
| $78,332.37
| $3,539.91 (1)
| 2 - JACK HARTMANN (13)
| $3,403.91
| $3,610.54
| -$1,297.63 (11)
| 2 - TOMATO (2)
| $62,097.60
| $29,797.08
| $48,535.28
| -$6,734.25 (17)
| 3 - ALONER (14)
| $3,121.25
| $3,327.87
| $18,374.83 (6)
| 3 - TRACE I11 (3)
| $44,600.56
| $47,294.12
| $31,038.24
| -$827.87 (9)
| 4 - BLADERUNNER (6)
| $1,337.99
| $1,544.62
| $22,827.89 (5)
| 4 - ERIKOTTO (4)
| $36,291.40
| $55,603.28
| $22,729.09
| -$3,461.68 (15)
| 5 - ARTHUR RADLEY (17)
| $238.25
| $444.87
| -$26,367.63 (17)
| 5 - BLADERUNNER (5)
| $22,827.89
| $69,066.78
| $9,265.58
| $1,337.99 (4)
| 6 - NOTABOT (15)
| $26.34
| $232.97
| -$6,340.31 (12)
| 6 - ALONER (7)
| $18,374.83
| $73,519.85
| $4,812.51
| $3,121.25 (3)
| 7 - TECHNETIUM (5)
| -$98.70
| $107.92
| $14,966.47 (7)
| 7 - TECHNETIUM (8)
| $14,966.47
| $76,928.20
| $1,404.16
| -$98.70 (7)
| 8 - JR_95 (11)
| -$670.40
| -$463.78
| -$13,963.12 (15)
| 8 - RAJU_BIJLEE (6)
| $14,889.06
| $77,005.61
| $1,326.75
| -$2,216.18 (11)
| 9 - TRACE I11 (10)
| -$827.87
| -$621.25
| $44,600.56 (3)
| 9 - DEW_DILIGENCE (9)
| $11,486.73
| $80,407.94
| -$2,075.58
| -$2,471.79 (12)
| Top Portfolios’ Contents
| Second Place Recent Performance Portfolio (JACK HARTMANN)
| 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
| APGE
| 10.00%
| 18.6% | 83.1%
| $8,314.24
| $1,005.73
| 5.5%
| CU6.AX
| 20.00%
| 39.4% | 278.0%
| $55,600.57
| $5,031.97
| 1.3%
| ARWR
| 10.00%
| 7.9% | -22.1%
| -$2,212.42
| -$310.46
| 12.8%
| CYTH
| 10.00%
| 2.5% | -53.0%
| -$5,297.48
| -$203.14
| 21.3%
| AUPH
| 10.00%
| 7.7% | -24.2%
| -$2,424.92
| $55.62
| 13.2%
| LRMR
| 10.00%
| 9.1% | 73.8%
| $7,384.62
| $109.89
| 5.8%
| BNTX
| 10.00%
| 8.5% | -16.4%
| -$1,641.08
| $2.84
| 12.0%
| PMN
| 10.00%
| 6.2% | 18.8%
| $1,880.00
| $575.65
| 8.4%
| BRNS
| 10.00%
| 3.6% | -64.4%
| -$6,436.31
| $338.75
| 28.1%
| SNGX
| 10.00%
| 1.5% | -71.2%
| -$7,121.71
| -$485.20
| 34.7%
| CMPS
| 10.00%
| 8.7% | -14.5%
| -$1,451.43
| $331.43
| 11.7%
| TCON
| 10.00%
| 0.1% | -97.4%
| -$9,743.00
| -$114.22
| 389.1%
| MRNA
| 10.00%
| 7.9% | -22.2%
| -$2,217.19
| -$506.79
| 12.8%
| TLX.AX
| 15.00%
| 14.3% | 83.4%
| $12,509.80
| -$963.98
| 3.6%
| NVCR
| 10.00%
| 13.2% | 30.2%
| $3,020.76
| $951.11
| 7.7%
| VKTX
| 15.00%
| 26.9% | 244.5%
| $36,681.89
| -$411.07
| 1.9%
| PFE
| 10.00%
| 10.5% | 3.9%
| $391.05
| $39.40
| 9.6%
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| SYRE
| 10.00%
| 13.5% | 33.6%
| $3,359.67
| $1,496.28
| 7.5%
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