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Biotech / Medical : Biotech Stock Picking - 2002 -- Ignore unavailable to you. Want to Upgrade?

To: tom pope who wrote (131)	1/6/2002 11:31:54 AM
From: tom pope	Read Replies (1) \| Respond to of 308

Quite off topic, but perhaps of marginal interest. There was a contributor to SI a few years back who called himself Rudy, and seemed pretty savvy. His approach was that a safe approach to build a buy and hold portfolio was to invest in sector leaders only. I up set his list as a watchlist sometime in '98, and re-edited it as a portfolio today, inputting the 12/31/98 numbers from Yahoo's historical quotes feature (which are adjusted for splits and dividends). The results are here: siliconinvestor.com Down 3.3% in 3 years, during which time the S&P fell 4.6%. Backing out dividends would make it almost a push, I reckon. During the same period the Naz was down almost 7%. A slight advantage to you, Rudy, wherever you are now. Not totally fair perhaps, because Rudy would, by his methodology, have thrown out CMGI, for instance, when it stopped being a sector leader.