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


To: CYBERKEN who wrote (9356)8/22/2002 1:09:52 AM
From: Spekulatius  Read Replies (1) | Respond to of 9719
 
The VD portfolio is in a desperate need of overhaul, IMO. 40% in one stock like CELG is ridicolous - i do like CELG but 40% allocation?
I do think that there are enough bargains around so diversification should be simple. What about DOVP,TTP,ITMN, NRGN,MEDX, CATG,OGSI,ALXN,CBST ?

Message 17616162