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TMFHelical (99.06)

May 2013

Recs

7

Helical Portfolio Update through April 2013

May 01, 2013 – Comments (0) | RELATED TICKERS: WLP , NVO , MR

It has been a long time since the Helical Portfolio has been updated.  Largely, it has been a good thing that I have been busier than usual since the start of the year, but it has reduced the time available to ruminate on my portfolios.  My last update was at the start of the year, where I commented on the 2 year performance of my ‘all healthcare’ Helical portfolio.  The intent was to follow that piece with a couple more performance and framing evaluations, but these did not get posted.  Rather than go backwards, I will today just review changes in the portfolio since the start of the year, performance, and a look forward.  [more]

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