Copyright © 2026 Knight Sac Media. All rights reserved.https://www.siliconinvestor.com/subject.aspx?subjectid=54496Forum for the continuation of the charitable donation biotech stock picking contest started by Mike McFarland. This is the 2004 version. For those new to the thread: Every year some SI biotech investors select hypothetical $100K portfolios of biotech stocks, together with a charity and a pledge amount. At the end of the year the players send a donation in the amount of their individual pledge to the charity named by the investor whose portfolio had the best performance during the year. It is the epitome of "doing good by doing well". The portfolios are made "public" here on SI so players and lurkers have a chance to follow along. Here are some "contest guidelines": "Golden rule" All is to be done with conscience, comity and common sense. This is SI biotech, not Yahoo. "Form of entry" Due to the large number of entries I request that the form of the entry be: (1) a link to a public portflio you create here on SI (Be sure to click on "share" after you create it; post the link that appears in the box), and (2) a post to the thread documenting: - pledge amount and charity - In the portfolio, for each security: Company name Symbol (if not quoted on SI, eg foreign, provide symbol and link to definitive quote e.g. UK:PRM www.ft.com) Number of shares (fractional shares eg. 12.003 OK) Price of last trade 31 Dec 2003 Cost basis (=shares x price) The intent of the post is simply to publicly document your entry. Feel free to describe your selection reasoning, other companies that were considered, or other edifying comments :>) Please also read the guidelines: "Prudent person" To reflect our penchant for "investing, not gambling" entries must have at least eight (8) stocks with no more than 20% of the porfolio in any one stock. "No purchase necessary" Some prefer not to submit a public portfolio for consideration but nevertheless make a pledge, either publicly in the forum, or privately. Similarly, no pledge amount is too small.Any pledge amount is welcome. There is no minimum. "Buy and Hold" This is a buy-and-hold not a trading contest. If your little biotech gets munched by big pharma for stock you own pharma until year end. Be careful you may get what you asked for :>) If you get munched for 100% cash then the cash value is used to buy more of your original picks in the original proportion of your portfolio. Partial tender offers, yech - may have to do your own math! Comments in the thread as to what one would do "in real life", e.g. some action in response to news, are encouraged, but don't affect the portfolios. "1040 Rule" There is a year end time crunch for U.S. tax deductibility so the final reckoning for the 2004 contest is at the close Friday, 17 December 2004. (IMPORTANT: "Contest" entries can consist of securities, or a combination of securities, which are UNSUITABLE for prudent investing in real life. Use common sense.) "Insider trading" We're pretty relaxed about getting the entries in. Everyone gets the benefit/penal...https://www.siliconinvestor.com/images/Logo380x132.pnghttps://www.siliconinvestor.com/subject.aspx?subjectid=5449638013210