Well cue the cheers, popping of corks, and the swing band playing “Happy Days Are Here Again”. Every portfolio raked in the cash this week, profits from +$2.0k to +$23k. Eleven of the portfolios are in the black YTD, with the top eight outperforming the not so shabby S&P Biotech composite (+$13.4k). TOMATO was the top contestant for the week with that +$23k added to their portfolio value. This allowed them to trim another $10k from the gap between them in second YTD (+$75k) and first place BULBAMAN (+$94k). The ranking of the top 8 YTD returns is unchanged from last week, except RAJU_BIJLEE just inching past TECHNITIUM to make the 7th spot.
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| Recent
| 9/6/24
| 9/13/24
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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
| $6,615.96
| 6.0%
| $17,804.02
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| ^NBI
| $4,548.05
| 4.2%
| $11,965.87
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| ^SPSIBI
| $5,327.23
| 4.9%
| $13,447.86
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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
| VKTX
| 67.7%
| LRMR
| -18.7%
| HROW
| 303.0%
| CNSP
| -99.8%
| HROW
| 63.9%
| KALV
| -9.8%
| CU6.AX
| 292.8%
| TCON
| -98.4%
| CRVS
| 60.8%
| TNYA
| -9.6%
| VKTX
| 258.6%
| GLYC
| -92.8%
| JSPR
| 52.2%
| IONS
| -9.3%
| CRVS
| 189.8%
| AMLX
| -82.2%
| NVAX
| 41.3%
| SCLP.L
| -7.4%
| JSPR
| 188.3%
| PACB
| -81.5%
| 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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| $9,121.30
| $7,303.09
| KATHLEEN
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| $15,738.57
| $12,313.04
| 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 - TOMATO (12)
| $23,022.86
| $17,695.62
| $74,822.93 (2)
| 1 - BULBAMAN (1)
| $93,970.95
| ——
| $80,523.09
| $13,402.32 (5)
| 2 - BLADERUNNER (17)
| $16,175.61
| $10,848.37
| $27,455.51 (5)
| 2 - TOMATO (2)
| $74,822.93
| $19,148.02
| $61,375.08
| $23,022.86 (1)
| 3 - ALONER (14)
| $14,579.07
| $9,251.84
| $22,082.56 (6)
| 3 - TRACE I11 (3)
| $44,852.36
| $49,118.59
| $31,404.51
| $3,314.72 (15)
| 4 - RAJU_BIJLEE (15)
| $14,343.22
| $9,015.98
| $18,161.81 (7)
| 4 - ERIKOTTO (4)
| $33,513.77
| $60,457.18
| $20,065.91
| $2,493.30 (16)
| 5 - BULBAMAN (16)
| $13,402.32
| $8,075.08
| $93,970.95 (1)
| 5 - BLADERUNNER (5)
| $27,455.51
| $66,515.45
| $14,007.65
| $16,175.61 (2)
| 6 - TECHNETIUM (13)
| $12,227.78
| $6,900.55
| $16,324.12 (8)
| 6 - ALONER (6)
| $22,082.56
| $71,888.39
| $8,634.70
| $14,579.07 (3)
| 7 - STEVE LOKNESS (10)
| $11,646.54
| $6,319.31
| $4,828.60 (10)
| 7 - RAJU_BIJLEE (8)
| $18,161.81
| $75,809.14
| $4,713.95
| $14,343.22 (4)
| 8 - DEW_DILIGENCE (11)
| $9,131.66
| $3,804.43
| $12,313.04 (9)
| 8 - TECHNETIUM (7)
| $16,324.12
| $77,646.83
| $2,876.27
| $12,227.78 (6)
| 9 - KATHLEEN (8)
| $7,303.09
| $1,975.86
| -$6,133.77 (13)
| 9 - DEW_DILIGENCE (9)
| $12,313.04
| $81,657.91
| -$1,134.82
| $9,131.66 (8)
| Top Portfolios’ Contents
| Top Recent Performance Portfolio (TOMATO)
| 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
| BTAI
| 10.00%
| 1.3% | -76.9%
| -$7,694.92
| $452.88
| 43.4%
| CU6.AX
| 20.00%
| 40.5% | 292.8%
| $58,560.76
| $4,019.44
| 1.3%
| CCCC
| 10.00%
| 6.5% | 14.0%
| $1,398.23
| $1,840.71
| 8.8%
| CYTH
| 10.00%
| 2.1% | -59.3%
| -$5,932.70
| -$209.43
| 24.6%
| HROW
| 20.00%
| 46.1% | 303.0%
| $60,607.14
| $12,785.71
| 1.2%
| LRMR
| 10.00%
| 8.2% | 58.2%
| $5,824.18
| -$1,868.13
| 6.3%
| NVAX
| 10.00%
| 16.2% | 183.5%
| $18,354.17
| $4,125.00
| 3.5%
| PMN
| 10.00%
| 5.5% | 7.0%
| $695.65
| -$609.57
| 9.3%
| NVCT
| 10.00%
| 4.6% | -20.0%
| -$2,002.40
| $587.53
| 12.5%
| SNGX
| 10.00%
| 1.5% | -70.3%
| -$7,031.25
| -$106.91
| 33.7%
| OCUL
| 10.00%
| 11.5% | 101.8%
| $10,179.37
| $1,367.71
| 5.0%
| TCON
| 10.00%
| 0.1% | -98.4%
| -$9,842.95
| -$34.27
| 636.7%
| TARA
| 10.00%
| 5.7% | 0.3%
| $26.13
| $133.33
| 10.0%
| TLX.AX
| 15.00%
| 14.4% | 86.1%
| $12,911.67
| $2,055.35
| 3.6%
| TCON
| 10.00%
| 0.1% | -98.4%
| -$9,842.95
| -$34.27
| 636.7%
| VKTX
| 15.00%
| 27.7% | 258.6%
| $38,785.60
| $10,155.83
| 1.9%
| TERN
| 10.00%
| 7.9% | 38.0%
| $3,798.15
| $1,764.25
| 7.2%
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