Another Portfolio Update
Well another month has gone by and the years almost over. How time flies, huh? Here's my current non retirement portfolio with the % holding and % return for each holding. The only thing I really need to do is to sell Pfizer before year end to realize the loss. This one really bugged me. I had a nice gain in Pfizer and has now developed into a loss. This should never have happened! I'll learn from this mistake.
| Ticker | % of Portfolio | % Return |
| Amgen (AMGN) | 2.88% | +4.48% |
| Biogen Idec (BIIB) | 3.09% | -22.48% |
| Boston Scientific (BSX) | 3.89% | -4.61% |
| Cytyc (CYTC) | 0.99% | -1.17% |
| Genzyme (GENZ) | 63.97% | +287.72% |
| Invitrogen (IVGN) | 3.64% | +312.68% |
| Microsoft (MSFT) | 1.13% | -29.09% |
| NASDAQ 100 (QQQQ) | 1.50% | +51.71% |
| Qiagen (QGEN) | 10.19% | +208.88% |
| Pfizer (PFE) | 4.10% | -25.30% |
| Sepracor (SEPR) | 0.99% | -9.02% |
| Cash | 3.59% | |
| TOTAL UNREALIZED GAINS = +131.25% |
I usually don't trade much in order to minimize taxes and transaction costs. Here are all of the trades I executed this year with the % return. The only one I regretted selling was Apple; that was a bad trade. I sold Apple way too soon :( I'm not going to complain. It's been a very good year and I'll be writing a big check to Uncle Sam this tax year.
| Ticker | % Return |
| Apple (AAPL) | +10.39% |
| Fisher Scientific (FSH) | +20.96% |
| Genzyme (GENZ) | +243.75% |
| Johnson & Johnson (JNJ) | +8.69% |
| Las Vegas Sands (LVS) | +20.79% |
| TOTAL REALIZED GAINS = +102.03% |
posted by Money Turtle @ 7:12 PM
6 comments
6 Comments:
Pretty impressive record in the field of drugs and biotech.
No technical charts, FCF valuation or whatever can beat real knowledge of an industry I guess.
Congrats on the performance
(I was happy with my +15% in 6 months, but you blew me away)
These were total returns (not annualized). I'll crunch some numbers and post the annualized returns.
Boston Scientific sure threw a wrench into the Guidant buy-out today. This will be interesting to see how it plays out.
I play it safe with my retirement portfolio. The majority (~83%) of my retirement account is invested in mutual funds and only 17% is invested in individual stocks. I don't mess around with my retirement stuff...
I see you are lacking in Bristol-Myers Squibb (BMY). Have you taken a look at them. Personally I feel they are undervalued as they both pay a high dividend (and have indicated that they will continue to do so) and a relatively strong drug pipeline. I like the company a lot and feel that it has been neglected by investors. Take a look and let me know what you think.
Full disclosure: I own several hundred shares of BMY as well as several Jan 2008 25.00 Call options.
I have followed BMY off and on. I would agree that it's a good value play. No one likes them right now, which is a good time to buy. I already have a sizable position in PFE, but I may sell PFE for a tax loss and switch the funds to another pharma company. We'll see...
Post a Comment
<< Home