Monday, April 11, 2005

My Portfolio Update

Here's another monthly update of my non retirement portfolio. As you can see, there's not much action. I'm still slowly building up cash for a potential real estate purchase.

On a side note: Genentech beat the Street by 0.04, but is selling off a bit in after hours. This is a solid number, looks like people were looking for a bit more sales from Avastin. This is one where you want to get in on any dips.

Ticker % of Portfolio% Return
BSX 4.38% +6.60%
FSH 1.04% +6.85%
GENZ 58.04% +215.97%
IVGN 3.84% +331.45%
JNJ 2.56% +22.23%
LVS 1.56% +50.03%
BIIB 2.57% -48.9%
CYTC 0.82% -18.84%
MSFT 1.0% -36.84%
QQQQ 1.31% +31.50%
QGEN 11.58% +248.57%
PFE 5.06% -7.27%
CASH 6.23%


At April 11, 2005, Anonymous Anonymous said...

I recommend you to check out a website that tracks what the "Gurus" of
investing are actually investing in, and how they think of the stock market.
This website is ( Here is a list of
some of the Gurus tracked by

Warren Buffett (Oracle of Omaha)
George Soros (The Money Man)
David Dreman (The Contrarian)
Bill Ruane
Bill Miller
Wallace Weitz
Bill Nygren
Ron Muhlenkamp
The complete list is at:

Most of these guru investors have achieved an average annual total return of
15% or more in at least last 15 years. tells you what these
famous investors are doing with their portfolios right now.

For example, GuruFocus shows that George Soros is buying up MO at $50, PFE
at $28, SGP at $18, IP at $40, and MRK at $28. He's also selling SLB, ORCL,

One approach to picking stocks is to buy what the conservative wizards are
-- as long as they haven't driven the price up too high. Usually, they buy
solid stocks with dividends that are currently out of favor so one can get
paid for waiting until something really good happens. is
certainly a place for getting ideas. is a very interesting website, we highly recommend it.


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