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TMFHelical (99.05)

April 2014

Recs

1

Helical Portfolio Q1 2014 Changes and Performance

April 06, 2014 – Comments (1) | RELATED TICKERS: GSK , BAX , MCK

The Helical Portfolio, focused entirely on the healthcare sector, is now 3-1/4 years old.  It was worth  $50,173.96 when it started and has performed admirably over the past few years.  I reported just twice on the portfolio during the past quarter.   I commented twice in my annual update (part 1 and part 2) and then again when the portfolio achieved its first doubling (hopefully with more to come).  It has pulled back a bit since I reported the doubling (what a surprise – LOL), but still performed quite well in the quarter.  I’ll first discuss the number of changes I made before commenting more on performance metrics.  [more]

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