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Biotech / Medical : Biotech Stock Picking for Charity - 2005 -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (2)	12/13/2004 2:12:11 PM
From: michael_f_murphy	Respond to of 322

The odd thing is the the new financial software company they use actually offers a portfolio tracking option. The new SI doesn't pay for it. The SI Admin seems to think that portfolios are simply memos to self instead of concise communication of an investment scheme. That said apparently there own analysis showed that portfolios were not used very much except by the people who did not pay so they figured to chase them off to wherever by dumping it. Still can't find an equivalent to public portfolios anywhere else on the web. Closest is www.marketocracy.com, a site built entirely around competitive portfolios! Which is monitored and written about by Forbes: "top performing market gurus buying/selling tech/pharma/gold ..." Value of publicity like that - priceless. SI admin seems oblivious.

To: scaram(o)uche who wrote (2)	12/13/2004 2:36:28 PM
From: keokalani'nui	Read Replies (2) \| Respond to of 322

What is missing now is not so much the portfolio function, which is available everywhere, but the “make open to the public” portfolio election. We could all migrate 2005 Contest portfolios to Yahoo, but no one could see them without a person’s handle and password. I just did a quick Google search of free portfolio trackers and none would seem to have this “open to the public without a password” feature. I think we can solve the problem but the solution will be cumbersome and have more admin time associated with it. Because the contest raises real money and is fun, and is the one time some outstanding SI investors kinda sorta open up albeit in a contrived 12-month contest with high moral hazard, I believe it would be worth the extra work to preserve the fun factor and I am more than willing to share some of the load. Proposal: We all do Yahoo, I am sure, so lets stick with what works. Every contestant would fill out a Yahoo 2005 contest portfolio on time, with shares purchased, price, etc. just like SI. Contestants would have to copy the data input into his/her Y! 2005 contest portfolio to this thread (or to a trusted SI member--see below--by PM), as well a clear, readable table in uniform format. 5 trusted volunteers (assuming we get, say, 35 contestants) would take 7 contestant portfolios each and put them on their own Y! accounts (anyone know if there is a limit over there?). Every month, the 5 trusted volunteers are to post the results of the 7 portfolios they “follow”. One most trusted SI volunteer could quickly input the monthly data on a Xcell spreadsheet, rank by performance and then post the leader/laggard board. It would be very helpful if the link to the contestant’s original post were included in the leader/laggard post so viewers could easily see, with just a little extra work, what individual stocks contributed to performance. Thus, we would need 6 volunteers. Comments, suggestions?