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portefeuille (99.59)

waterfall

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July 30, 2012 – Comments (8)

anchak was right. for some reason I am pretty good at biopharma equity research/investing.

my fund's largest biopharma gains and losses (USD).



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yeay.

 

the fund.

http://caps.fool.com/Blogs/fund-trades/749743.

http://twitter.com/portefeuillefun.

8 Comments – Post Your Own

#1) On July 30, 2012 at 2:50 AM, Starfirenv (< 20) wrote:

Nice "Hans", er.. Mr Schultz!  

+1 rec

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#2) On July 30, 2012 at 11:09 AM, anchak (99.85) wrote:

Well - er the statistics was undeniable - especially astonishing given that you don't use a mechanical strategy - or model/spreadsheet -

 That means your voracious reading and analysis  - leads to this - of course you still have disasters - DSCO ( I am still hurting on it) ....

BTW - LXRX - broke out - a few weeks back. I still have the tracker for some reason.

And I did develop - a simple strategy in Bio-tech - more suited - to shall I say my own appetite  - involving BBH,IBB and BIB

All the best!

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#3) On July 30, 2012 at 1:03 PM, portefeuille (99.59) wrote:

disasters - DSCO

The fund has done "alright" so far with DSCO (48000 shares with break-even of around $2.84). As checklist34 noted it is quite volatile though (52w high/low of regular trading at around $5.31/1.44. The extended trading high on March 6, 2012 was at $6.85 (which is when you should have sold ;) ...), see this post) ...

voracious reading and analysis

The best thing is that it is even quite entertaining usually. Maybe just for me, though :)

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#4) On July 30, 2012 at 1:31 PM, anchak (99.85) wrote:

"The extended trading high on March 6, 2012 was at $6.85"

 Yes - unfortunately - it was for a fleeting moment - and I was out of the country at that time :(

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#5) On August 12, 2012 at 8:49 PM, portefeuille (99.59) wrote:

update.



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#6) On September 02, 2012 at 2:43 PM, portefeuille (99.59) wrote:

largest gains, largest losses.



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#7) On September 02, 2012 at 2:52 PM, portefeuille (99.59) wrote:



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#8) On September 23, 2012 at 8:48 PM, portefeuille (99.59) wrote:



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