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Biotech / Medical : 2012 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?

To: rkrw who wrote (439)	1/2/2013 6:12:39 PM
From: NP1986	Read Replies (1) \| Respond to of 513

In my case, I allocated 20% to my worst performing pick (AVEO) and 5% to my best performing pick (SNSS). When I have time, I'm going to go back and see how well my portfolio would have done if all my picks were equally weighted.

To: rkrw who wrote (439)	1/2/2013 8:51:59 PM
From: BulbaMan	3 Recommendations Respond to of 513

I did a quick & dirty comparison of the 5% vs. 20% picks, counting a stock more than once if more than one portfolio had it for 5% or 20%. Given my own real world experience that the stocks I like best are rarely the ones that do best, I’m not surprised by what I found. The median for the 5% picks was a 39.0% gain vs. a median loss of -2.5% for the 20% picks. The mean for the 5% picks was a 65.6% gain vs. a mean gain of 22.8% for the 20% picks. Peace & good health, Bulba