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TMFHelical (99.06)

January 2008

Recs

4

W(h)ither the S&P

January 30, 2008 – Comments (0)

Well, we all know it has withered, but where is it headed in the next three months.  That is the question (that I was recently asked).  [more]

Recs

3

Framing the healthcare discussion

January 28, 2008 – Comments (4)

The latest issue of the New England Journal of Medicine had an interesting perspective piece on the state of US healthcare.    [more]

Recs

4

An example of stupid

January 22, 2008 – Comments (1)

Not to beat a dead horse, but readers of this blog are aware of my low opinion of the Healthshares ETFs, despite liking many of the companies that make them up.  [more]

Recs

1

Win-Win

January 21, 2008 – Comments (1)

No, not in investing.  May not be any winning for some time in that arena.  [more]

Recs

2

Got BLUD

January 21, 2008 – Comments (0)

It was about 3 months ago that I did an ETF teardown on HHD - Healthshares Medical Diagnostics.  The selections have done quite well for my CAPS port - 3 for 4 on the bull calls and 2 for 2 on the short term underperforms(well, sort of, closed one and got a +4.99 - drat)..  I also closed the underperform call on HHD.  I still really dislike these narrow ETFs, but don't really expect this particular one to do badly in the coming months. But I've been lax in follow up on the picks (haven't even written pitches for them).   [more]

Recs

2

My (non CAPS) 2007 In review - Part3

January 14, 2008 – Comments (3)

Lets try to wrap this up and get back to sporadic healthcare biotech stuff.  [more]

Recs

5

My (non CAPS) 2007 In review - Part2

January 08, 2008 – Comments (2)

In part 1 - I commented on how my IRA did in 2007.  That was a nice review and written largely to have as a record, then reformatted to post in CAPS as this is.  But review is only part of evaluation, there is also the 'where am I now' concept.  I like my portfolio right now, but I also know that is part self-imposed mental hoodwinking. Heck, I've like my portfolio pretty consistently as I continued to change it in 2007 (inconsistent, I know).  [more]

Recs

3

Pyrrhic Victory?

January 03, 2008 – Comments (1)

Last year I participated in a series of articles for TMF entitled 'The Best Drug Stock for 2007'.  I selected GSK for my article, encouraged largely by their aggressive partnering strategy for pipeline bolstering and shareholder friendly dividend / buyback policies.  [more]

Recs

5

My (non CAPS) 2007 In review - Part1

January 01, 2008 – Comments (3)

We take a break from the sporadic biotech / health care commentary since it is time for the portfolio oriented annual naval gazing that occurs at the turn of the year.  This year more than most, the Jan 1st time point for this exercise seems especially arbitrary.  Putting this in writing is mostly for me, but I don't mind throwing it out to the blog.  The commentary is mostly about my IRA - which is ~ 60% of our invested assets, which are held in two Roths, two traditional IRAs, two taxable brokerage, and two 529's (no current 401ks sadly).  My wife manages her own accounts and we rarely overlap.  It is the IRA account I focus the most on (for obvious reasons) but is also more conservatively invested than other accounts, I'll mention others later.  [more]

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