Sunday, March 13, 2005

My Non-Retirement Portfolio

Well, here's a quick snap shot of my non-retirement portfolio. As you can see it's a very concentrated portfolio. Companies such as Invitrogen (IVGN) and Qiagen (QGEN) were purchased on the day of the IPO. I mainly invest for the long term and trade very little. When I started investing, I over traded and realized that a lot of the gains vanished through transactions costs and taxes. So now, I mainly buy and hold growth stocks (strong eps and growing free cash flow).


Ticker % of Portfolio% Return
BSX 4.52% +4.71%
FSH 1.13% +10.56%
GENZ 57.37% +197.26%
IVGN 4.02% +330.42%
JNJ 2.64% +19.94%
LVS 1.73% +58.59%
BIIB 2.87% -46.48%
CYTC 0.84% -21.05%
MSFT 1.07% -36.61%
QQQQ 1.40% +33.95%
QGEN 11.39% +226.43%
PFE 5.29% -7.62%
CASH 5.74%

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