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portefeuille (98.81)




July 12, 2013 – Comments (10)

I don't want to make a prediction on whether biopharma stocks "are in a bubble" or not, I just want to repeat my suggestion that those interested in them should get a twitter accountif they do not already have one and start following some of the people I follow on twitter. As usual the blog posts and pitches by zzlangerhans are highly recommended, as is following our #zzporte collaboration :)


#zzporte positions.



My old fund is also still doing great (up ≈ 180% from its December 2011 low)



as are my main "caps" game players :)


10 Comments – Post Your Own

#1) On July 12, 2013 at 11:15 PM, jiltin (46.08) wrote:

How about RNA, the new IPOs Future?

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#2) On July 13, 2013 at 12:00 PM, portefeuille (98.81) wrote:

#1 I think it is now a little more expensive than SRPT, assuming that SRPT has the better DMD drug candidate. We have a few SRPT shares in our collaboration portfolio #zzporte.

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#3) On July 13, 2013 at 3:40 PM, HarryCaraysGhost (84.23) wrote:

Unless I missed it, any position in PDLI?

Researching for the FoxForce5Contest.

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#4) On July 13, 2013 at 6:09 PM, portefeuille (98.81) wrote:

#3 No, I think it has become a rather boring stock.

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#5) On July 15, 2013 at 9:05 PM, portefeuille (98.81) wrote:

update :)


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#6) On July 23, 2013 at 11:59 AM, portefeuille (98.81) wrote:



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#7) On July 25, 2013 at 5:34 PM, roofman6 (< 20) wrote:

Thank you Porte,

I've been trading with you and Porte2 since Feb, slowly selling off my stuff and buying your new pharma picks. Those stocks are up 49% on an annualized basis. This is the best year I've ever had in the market.

I really appreciate what you are doing by playing CAPS legimitely.

Thanks again,


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#8) On July 26, 2013 at 12:04 AM, portefeuille (98.81) wrote:

#7 Please do not buy stocks simply because one of my players makes an "outperform" call on them. If you do want to follow some of my calls you should follow @zzlangerhans and me (@portefeuillefun) on twitter and buy stocks that have a high weight in our collaboration portfolio. We post the corresponding trades close to "real time" with the #zzporte tag. If you have bought stuff that we do not have in our #zzporte portfolio then please consider taking profit or completely selling them, unless you like them for a good reason.

Other than that I am glad following my "advice" has helped you make some money. Biopharma stocks, especially non-large-cap ones tend to be very volatile, so please make sure to keep individual positions small and do not put too much money into obscure small cap ones :) 

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#9) On July 31, 2013 at 8:26 PM, OptimizeLife (< 20) wrote:

Thanks portefeuille for your recs. Also thanks for the above suggestion (addressed to roofman6 but helpful to me as well). You are undoubtedly the master of biotech stock picks.

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#10) On July 31, 2013 at 10:54 PM, portefeuille (98.81) wrote:

#9 I am not even the caps game master of biotech stock picks.

hayrettin is from Gelsenkirchen apparently (see his profile), which is pretty close to Düsseldorf. A biotech stock picker cluster is born :)

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