Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: scott_jiminez who wrote (9312)	7/3/2002 3:49:53 PM
From: rkrw	Read Replies (2) \| Respond to of 9719

<<I am noting that the ~95% decline in the portfolio's value over the past 6 months is NOT a function of loosely defined greed and fear but rather a personification of the swelled egos that have permeated this sector for so long.>> Ron, Give it a rest already! The VD portfolio is a for fun paper biotech portfolio. It's not real money. It's called a mock portfolio! If anyone has a swelled ego, it's the fictitious Scott "told you so" Jiminez. If you ask me, V1 et al should give the portfolio a proper burial and start all over. More diversified, less use of margin and cherry pick what he and others think are the best present buys in biotech. Have a great long weekend everyone!

To: scott_jiminez who wrote (9312)	7/3/2002 8:57:29 PM
From: CYBERKEN	Read Replies (1) \| Respond to of 9719

Just exactly who are you calling "maven", pal?!? I can't think of a worse time for V1 to end the imaginary portfolio. It is still, far and away, the crown jewel of SI, as well a symbol of the usefulness of the early Internet. Come back in 2-3 years and check it out again. This is NOT a slow and steady sector, but the fundamental thinking behind the portfolio is sound. V-1: Since this is a paper portfolio, this might be a good time to add some imaginary cash, maybe from an unexpected and fictitious inheritance...