CVOL and other thoughts
I wish I had more to blog about...unfortunately complaining about horrible volatility ETFs is what it comes down to lately. Can we fix CVOL and put all of these 3x funds on watch for reverse splits? : )
My wish for 2013 is that the market goes on another run beyond everyone's wildest expectations.
My top holdings are SAN, CSCO and DSCO but still holding 25+ small cap biopharmas...and some random others like GNK, USB, TEF, CJES, NBG, AAPL and COH to name a few.
Some favorites include: TSPT, ZLCS, VICL, KERX and ARNA
Own a lot of SVNT as well but don't love it.
NBG might double this year.
DSCO is an oversized postion because I am a bit stubborn. With changes at the top I think some good things might finally come about in 2013. Perhaps JNJ takes them out...won't be a huge premium though.
Happy New Year all!