Friday, September 15, 2006

Report Card Time

Well, it’s time for another update from my non retirement account. These are all my open positions:

Ticker % of Portfolio% Return
Amgen (AMGN) 5.14% -9.05%
Biogen Idec (BIIB) 3.2% -21.68%
Boston Scientific (BSX) 2.42% -43.35%
Genentech (DNA) 1.44% -2.56%
Genzyme (GENZ) 60.71% +257.2%
Invitrogen (IVGN) 3.54% +286.88%
J.Crew (JCG) 0.94% +17.54%
Microsoft (MSFT) 1.11% -31.77%
NASDAQ 100 (QQQQ) 1.47% -5.53%
Qiagen (QGEN) 13.22% +291.23%
Pfizer (PFE) 5.84% -1.18%
Sepracor (SEPR) 0.84% -21.54%
Cash 0.39%

And here are my closed positions this year from my non retirement account. My goal is to shoot for a minimal 20% annual return. My overall strategy is buy and hold, but occasionally I will do short term trades when opportunities arise.

Ticker % Return
Apple (AAPL) +8.60%
Brookfield Asset Management (BAM) +3.29%
Leucadia National (LUK) +6.27%
NASDAQ 100 (QQQQ) +46.06%
Tim Hortons (THI) +38.07%
MasterCard International (MA) +19.01%


At September 16, 2006, Anonymous Anonymous said...

I have a few biotechs also and have been disappointed in their returns over the past year. I also like Gilead Sciences (GILD). My Biotech Gamble is Genta (GNTA). GNTA has disappointed me continuously since I've owned it. I am hoping this October will be an updside surprise. Good luck on your Biotechs.

At September 17, 2006, Blogger Money Turtle said...

The biotech's have pretty much bottomed out. Take a look at the 1 and 2 year charts of the BBH and IBB. The downside risk is minimal. Looks like the group is slowly trending up.


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