Bulbaman still in the lead. I think stocks are waiting on the Fed’s decision on interest rates, which will probably remain unchanged this time but may start dropping next time around.
The Magnificent 7 of tech stocks are falling out of favor in a sector rotation, to use the jargon, but sometimes biotech falls alongside. I even read that commercial real estate is experiencing an uptick, which boggles my mind given the number of people still working from home, typically on Mondays and Fridays.
PACB and TWST have been bumping along, somewhat higher during parts of last week. I assume nobody is confusing TWST with the recent remake of the movie Twister that hit movie screens recently. Or the “twisties” that Simone Biles suffered at the Tokyo Olympics three years ago.
KZIA had looked to take Olympic gold, but that, based on current performance, is not to be.
NVAX was doing well, but is down 26% today, Tuesday, on fairly high volume for reasons I’m not aware of.
Report Time Ranges
|
|
|
|
|
| From
| To
|
|
|
|
|
|
|
|
| Recent
| 7/19/2024
| 7/26/2024
|
|
|
|
|
|
|
|
| YTD
| 12/31/2023
|
|
|
|
| Index Portfolios’ Performance
|
|
|
|
| Symbol
| Recent P/L
| Recent %
| YTD P/L
|
|
|
|
|
|
|
|
| ^IXIC
| -$2,376.46
| -2.0%
| $15,713.76
|
|
|
|
|
|
|
|
| ^NBI
| $2,242.90
| 2.1%
| $11,525.12
|
|
|
|
|
|
|
|
| ^SPSIBI
| $3,062.56
| 2.8%
| $12,268.36
|
|
|
|
| Share Performance
| Recent Performance
| YTD Performance
|
| Top Five
|
| Bottom Five
|
| Top Five
|
| Bottom 5
| Symbol
| P/L / Initial Price
| Symbol
| P/L / Initial Price
| Symbol
| YTD P/L / Initial Price
| Symbol
| YTD P/L/ Initial Price
| NVAX
| 69.0%
| KZIA
| -112.8%
| NVAX
| 242.1%
| CNSP
| -98.4%
| CRVS
| 46.0%
| PMN
| -51.3%
| VKTX
| 229.1%
| GLYC
| -90.1%
| PYXS
| 37.8%
| LRMR
| -33.2%
| CU6.AX
| 222.5%
| AMLX
| -86.8%
| SCLP.L
| 30.1%
| SNGX
| -24.3%
| JSPR
| 156.1%
| TCON
| -82.1%
| SERA
| 27.4%
| ITRM
| -23.4%
| INSM
| 140.6%
| PACB
| -79.1%
| Average and Median Portfolio Performance
|
| Recent P/L
|
|
|
| YTD P/L
|
|
|
| Avg.
| Median
|
|
|
| Avg
| Median
|
|
|
| $1,270.24
| $2,911.29
| TECHNETIUM
|
| $12,480.72
| $7,801.89
| STEVE LOKNESS
| Top Seven Portfolio Performances
| Top Recent Performers
| Top YTD Performers
| Contestant (Prev. Rank)
| Recent P/L
| P/L vs. ^SPSIBI
| YTD P/L (Rank)
| Contestant (Prev. Rank)
| YTD P/L
| vs. Top Portfolio
| P/L vs. ^SPSIBI
| Rec. P/L (Rank)
| 1 - A. J. MULLEN (2)
| $7,873.02
| $4,810.46
| -$9,282.82 (15)
| 1 - BULBAMAN (1)
| $89,169.32
| ——
| $76,900.96
| -$8,815.66 (16)
| 2 - TOMATO (3)
| $7,507.01
| $4,444.45
| $46,016.09 (2)
| 2 - TOMATO (3)
| $46,016.09
| $43,153.23
| $33,747.73
| $7,507.01 (2)
| 3 - STEVE LOKNESS (10)
| $7,109.93
| $4,047.37
| $7,801.89 (9)
| 3 - ERIKOTTO (2)
| $44,447.37
| $44,721.95
| $32,179.01
| -$2,500.06 (14)
| 4 - KATHLEEN (9)
| $6,094.88
| $3,032.32
| -$3,559.33 (13)
| 4 - TRACE I11 (4)
| $17,119.54
| $72,049.78
| $4,851.18
| $3,247.54 (8)
| 5 - JACK HARTMANN (5)
| $4,727.65
| $1,665.09
| $5,854.63 (10)
| 5 - DEW_DILIGENCE (6)
| $16,300.84
| $72,868.48
| $4,032.48
| $4,013.64 (7)
| 6 - ARTHUR RADLEY (1)
| $4,709.71
| $1,647.15
| -$16,776.36 (17)
| 6 - BLADERUNNER (5)
| $12,374.79
| $76,794.52
| $106.44
| -$3,123.84 (15)
| 7 - DEW_DILIGENCE (11)
| $4,013.64
| $951.08
| $16,300.84 (5)
| 7 - ALONER (7)
| $9,077.53
| $80,091.79
| -$3,190.83
| -$10,904.10 (17)
| 8 - TRACE I11 (4)
| $3,247.54
| $184.98
| $17,119.54 (4)
| 8 - RAJU_BIJLEE (9)
| $8,453.31
| $80,716.01
| -$3,815.05
| $1,224.96 (11)
| Top Portfolios’ Contents
| Top Recent Performance Portfolio (A. J. MULLEN)
| Top YTD Performance Portfolio (BULBAMAN)
| Symbol (Rank)
| Initial Allocation
| Value/Total | ROI
| YTD Stock P/L
| Recent Stock P/L
| % Current Price Change for $1,000 P/L
| Symbol (Rank)
| Initial Allocation
| Value/Total | ROI
| YTD Stock P/L
| Recent Stock P/L
| % Current Price Change for $1,000 P/L
| IMUX
| 12.50%
| 13.5% | -1.7%
| -$208.33
| $791.67
| 8.1%
| CU6.AX
| 20.00%
| 34.1% | 222.5%
| $44,508.66
| $548.74
| 1.6%
| NBIX
| 12.50%
| 15.2% | 10.2%
| $1,279.79
| -$206.34
| 7.3%
| CYTH
| 10.00%
| 3.9% | -25.8%
| -$2,578.62
| -$503.14
| 13.5%
| ONT.L
| 12.50%
| 8.5% | -38.6%
| -$4,822.26
| $1,334.13
| 13.0%
| LRMR
| 10.00%
| 10.4% | 97.4%
| $9,736.26
| -$3,318.68
| 5.1%
| PACB
| 12.50%
| 2.9% | -79.1%
| -$9,887.87
| $471.46
| 38.3%
| PMN
| 10.00%
| 7.6% | 44.3%
| $4,434.78
| -$5,130.43
| 6.9%
| SCLP.L
| 12.50%
| 19.2% | 39.4%
| $4,922.74
| $3,766.11
| 5.7%
| SNGX
| 10.00%
| 1.9% | -63.2%
| -$6,324.01
| -$2,434.21
| 27.2%
| TDOC
| 12.50%
| 6.1% | -55.6%
| -$6,948.96
| $104.41
| 18.0%
| TCON
| 10.00%
| 0.9% | -82.1%
| -$8,214.73
| -$99.37
| 56.0%
| TWST
| 12.50%
| 21.5% | 55.8%
| $6,979.11
| $1,356.48
| 5.1%
| TLX.AX
| 15.00%
| 14.9% | 88.3%
| $13,238.35
| -$1,159.06
| 3.5%
| XENE
| 12.50%
| 13.1% | -4.8%
| -$597.05
| $255.10
| 8.4%
| VKTX
| 15.00%
| 26.1% | 229.1%
| $34,368.62
| $3,280.49
| 2.0%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
