Thursday, November 23, 2006

Turkey Day Portfolio

It's been awhile since I've posted my non retirement portfolio. Here's a quick snap shot. I didn't have time to add the % holding or holding period for each security. Anyways, I can say that the multi baggers (+100%) make up a huge percentage of this portfolio. To make the huge multi baggers, you've got to buy and hold. You may get decent returns in quick trading, but you'll never hit the big home runs. I'm looking to get back into J Crew (Ticker: JCG), they've posted really good numbers.


Ticker% Return
Amgen (AMGN) -5.25%
Biogen Idec (BIIB) -7.26%
Boston Scientific (BSX) -48.64%
Celgene (CELG) +13.69%
Goldman Sachs (GS) +16.37%
Genentech (DNA) -1.71%
Genzyme (GENZ) +277.26%
Invitrogen (IVGN) +243.40%
Microsoft (MSFT) -23.89%
Nymex (NMX) -3.22%
Qiagen (QGEN) +302.30%
Pfizer (PFE) -4.49%
Sears Holding (SHLD)+2.40%
Vertex Pharmaceuticals (VRTX) +21.33%
NET UNREALIZED GAIN+100.05%

4 Comments:

At November 24, 2006, Anonymous Super Saver said...

Great total return.

I noticed you have a number of biotechs and pharma. I believe there are gains to be made in that area. I have GILD, BRL and ACL in my own account. And DNA and GENZ in an investement account. I am hoping to see better returns this year.

 
At November 24, 2006, Blogger Money Turtle said...

The large cap biotechs have under performed this year. There were several factors such as rotating $$$ from biotech into big pharma, the fear of healthcare reform (generic biologics, price controls, etc...). As we move into the new year, I expect the large cap biotechs to start outperforming with their strong sales and earnings.

 
At November 30, 2006, Anonymous Anonymous said...

I see you 're a biotech stock lover. This is also a good source

http://www.biotechindustrystocks.com/BIS/

 
At December 03, 2006, Anonymous Mike Guzzo said...

Man, your strategy sure is paying off. There aren't very many who can boast a 100% gain.

Great Job!

 

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