Saturday, November 03, 2007

Portfolio Update (November)

Not much to report since the last portfolio update except that the portfolio is up ~ 14%. This is mainly from the strong performance of Genzyme, Qiagen and Invitrogen. I nibbled back into Master Card just before the blow out earnings report. The big mistake was selling out of Berkshire Hathaway and now its up ~ 10% after I sold. Never bet against Warren Buffet. I'm still looking to consolidate the portfolio by selling some of the smaller holdings.

Ticker % of Portfolio% Return
Amgen (AMGN) 3.59% -26.19%
Genentech (DNA) 3.68% -11.68%
Genzyme (GENZ) 52.14% +329.71%
Invitrogen (IVGN) 4.32% +449.59%
J Crew (JCG) 2.35% -20.24%
Master Card (MA) 1.02% +16.20%
MGM (MGM) 2.52% -0.90%
Monsanto (MON) 3% +21.21%
Melco PBL (MPEL) 0.46% -33.96%
Microsoft (MSFT) 1.37% -5.40%
Pfizer (PFE) 4.35% -16.25%
Qiagen (QGEN) 18.77% +430.06%
Sears (SHLD) 2.43%-25.12%





TOTAL UNREALIZED GAINS = +122.62%

5 Comments:

At November 04, 2007, Blogger z-stock said...

wow that's 20% gain in less than a month
you are the master when it comes to bio tech
zee
DNA looks beaten down again...just waiting for SPY at 146.5 before i try DNA
cept i don't know what SPY is going to do, next couple of weeks

 
At November 04, 2007, Blogger Money Turtle said...

This comment has been removed by the author.

 
At November 04, 2007, Blogger Money Turtle said...

Just a little lucky... Genentech should continue to rally towards the December 5th FDA panel meeting on Avastin for breast cancer.

 
At November 05, 2007, Anonymous irina said...

Could you tell please what the total time period for the TOTAL UNREALIZED GAINS = +122.62% ? THANKS

 
At December 16, 2007, Anonymous Anonymous said...

Congrats!!

www.linkedin.com/in/burda

 

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