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% | |
| TOTAL UNREALIZED GAINS = +109.30% |
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% |
| TOTAL REALIZED GAINS = +20.13% |
posted by Money Turtle @ 7:51 PM
2 comments
2 Comments:
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.
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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