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XMFHelical (< 20)

September 2013



Insurance Exchanges - For who exactly.

September 30, 2013 – Comments (0)

More of a retweet (if I used Twitter) than a blog post, but I wanted to link this NPR commentary.  [more]



Helical Portfolio Performance Update

September 02, 2013 – Comments (0)

The last time I commented on the performance of the Helical Portfolio, my all healthcare Roth IRA, was at the end of April.    Last week, I commented on changes to the portfolio made over the past few months.   At that time, the portfolio had positions that I considered high risk at 20.3% of the port, medium risk at 42.5%, and low risk at 37.2%.  The latter included over $20K in cash.  I have since added small new opening positions in a couple of considered high risk holdings.  I’ll have to wait to detail them (disclosure rules).  The positions were just under $2K each.  [more]

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