May 01, 2013 –
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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]
November 13, 2012 –
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RELATED TICKERS: SHPG
, BIIB
, NVO
A look at the forward performance of the top Biotechnology/Pharma firms as viewed by Pharm Exec’s industry audit. [more]
November 12, 2012 –
Healthcare News Week of 11/5/12 [more]
November 07, 2012 –
While the market seems to have thrown a hissy fit on the Obama reelection, the Helical Port simply shrugs it off. The healthcare market most likely saw this as a bit of a removal of uncertainty. While the port was down for the day, this was less than 0.5% (copared to > 2.3% for the S&P), and 4 of the 10 holdings were up on the day. That and having plenty of cash on hand has be a bit pleased today. [more]
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