We finished the first quarter of the contest on a general up note for the four day trading week and even stronger results when we look at the portfolio values at this time. As we’ll see, 12 of the portfolios are in the black YTD, and if the remainder manage to see average performance for the remainder of the year all will be profitable.
In terms of this week’s performance the biotech stocks (as measured by the two composite indices) shined, as they posted gains over a percent for the week, while the broader index was essentially flat (-0.3%); The biotech composites even though in the black for the year, still underperform relative to the NASDAQ composite..
This was another week where the vikings of VKTX were in good shape, up +67% of the original price, added to last weeks +38%, which moves it up from third to the top of the YTD standings (a dizzying +340%). A press release Tuesday morning touted positive results in the performance seen in phase one study of their oral weight loss medication. A phase 2 study aimed at treating obesity will kick off “sometime in the last half of the year” (I paraphrase). This news triggered seventeen analyst reports, almost all positive for the long term possibilities. You might say that the situation is being closely watched.
STRO jumped up with the release of its Q4/annual financials on Monday and kept climbing the rest of the week ending up +52%, overcoming weeks of decline. BCAB released its financials on Tuesday, for a +42% of the original price for the week.
CRDF was the week’s top loser (-34%), which dropped its YTD winners standing from second to fourth. The order of the five worst YTD stocks is unchanged from the previous week’s.
This week the average portfolio gained by +$2.4k, so that we ended the quarter with +$25k. That the median portfolio gain(+$12k) is less than half the average is a spoiler that some of the portfolios did very well compared to the others..
DEW_DILIGENCE takes the crown for the week, making +$11.4k by a large bet on ENTA (+20% at the start of the contest), and a smaller one on VKTX. This bumps them up two places to sixth for the YTD.
Good weeks for TECHNETIUM (2nd, +$9.3k) and RAJU_BIJLEE (3r, +$4.7k) left their relative standings in the YTD list unchanged at seventh and third respectively.
BLADERUNNER wasn’t even in the top 9 for the week, scoring a loss of -$3.3k, but they still held on to the top spot YTD, in the face of BULBAMAN’s gain (+$5.1k), though of course this shrinks the gap between first and second YTD by $8.4k,but $14k still remains between the two portfolios.
Report Time Ranges
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| Recent
| 3/22/2024
| 3/29/24
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| YTD
| 12/31/2023
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| Index Portfolios’ Performance
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| Symbol
| Recent P/L
| Recent %
| YTD P/L
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| ^IXIC
| -$328.82
| -0.3%
| $9,113.80
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| ^NBI
| $1,056.24
| 1.1%
| $1,358.65
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| ^SPSIBI
| $1,716.12
| 1.6%
| $6,439.30
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| Share Performance
| Recent Performance
| YTD Performance
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| Top Five
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| Bottom Five
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| Top Five
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| Bottom 5
| Symbol
| P/L / Initial Price
| Symbol
| P/L / Initial Price
| Symbol
| YTD P/L / Initial Price
| Symbol
| YTD P/L/ Initial Price
| VKTX
| 66.9%
| CRDF
| -34.5%
| VKTX
| 340.6%
| AMLX
| -80.7%
| STRO
| 52.0%
| LQDA
| -16.5%
| VINC
| 328.8%
| CNSP
| -71.5%
| BCAB
| 41.9%
| CLSD
| -15.4%
| JSPR
| 272.1%
| PACB
| -61.8%
| ENTA
| 30.5%
| TCON
| -15.3%
| CRDF
| 260.8%
| NERV
| -58.0%
| VYNE
| 27.9%
| SYRE
| -15.2%
| TCON
| 145.5%
| EYEN
| -52.6%
| Average and Median Portfolio Performance
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| Recent P/L
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| YTD P/L
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| Avg.
| Median
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| Avg
| Median
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| $2,444.33
| $1,972.96
| KATHLEEN
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| $25,220.12
| $12,001.83
| JACK HARTMANN
| Top Seven Portfolio Performances
| Top Recent Performers
| Top YTD Performers
| Contestant (Prev. Rank)
| Recent P/L
| P/L vs. ^SPSIBI
| YTD P/L (Rank)
| Contestant (Prev. Rank)
| YTD P/L
| vs. Top Portfolio
| P/L vs. ^SPSIBI
| Rec. P/L (Rank)
| 1 - DEW_DILIGENCE (11)
| $11,453.54
| $9,737.42
| $30,366.60 (6)
| 1 - BLADERUNNER (1)
| $100,452.39
| ——
| $94,013.09
| -$3,299.55 (16)
| 2 - TECHNETIUM (4)
| $9,278.17
| $7,562.05
| $30,356.18 (7)
| 2 - BULBAMAN (2)
| $86,645.57
| $13,806.83
| $80,206.27
| $5,163.02 (6)
| 3 - RAJU_BIJLEE (8)
| $7,256.64
| $5,540.52
| $57,169.00 (3)
| 3 - RAJU_BIJLEE (3)
| $57,169.00
| $43,283.39
| $50,729.71
| $7,256.64 (3)
| 4 - STEVE LOKNESS (10)
| $6,344.59
| $4,628.47
| $8,841.28 (11)
| 4 - ERIKOTTO (4)
| $44,873.36
| $55,579.03
| $38,434.06
| -$296.28 (11)
| 5 - ALONER (3)
| $5,965.34
| $4,249.22
| -$3,086.30 (15)
| 5 - TOMATO (5)
| $43,877.91
| $56,574.48
| $37,438.61
| -$301.82 (12)
| 6 - BULBAMAN (2)
| $5,163.02
| $3,446.90
| $86,645.57 (2)
| 6 - DEW_DILIGENCE (8)
| $30,366.60
| $70,085.79
| $23,927.30
| $11,453.54 (1)
| 7 - TRACE I11 (5)
| $4,042.62
| $2,326.49
| $30,009.12 (8)
| 7 - TECHNETIUM (7)
| $30,356.18
| $70,096.22
| $23,916.88
| $9,278.17 (2)
| 8 - JR_95 (6)
| $2,158.43
| $442.31
| $10,297.87 (10)
| 8 - TRACE I11 (6)
| $30,009.12
| $70,443.27
| $23,569.82
| $4,042.62 (7)
| Top Portfolios’ Contents
| Top Recent Performance Portfolio (DEW_DILIGENCE)
| Top YTD Performance Portfolio (BLADERUNNER)
| Symbol (Rank)
| Initial Allocation
| Value/Total | ROI
| YTD Stock P/L
| Recent Stock P/L
| % Current Price Change for $1,000 P/L
| Symbol (Rank)
| Initial Allocation
| Value/Total | ROI
| YTD Stock P/L
| Recent Stock P/L
| % Current Price Change for $1,000 P/L
| AVIR
| 6.25%
| 6.0% | 24.5%
| $1,537.52
| -$38.68
| 12.8%
| BCAB
| 10.00%
| 7.0% | 39.8%
| $3,983.74
| $4,186.99
| 7.2%
| BNTX
| 6.25%
| 4.3% | -9.8%
| -$615.50
| $25.77
| 17.7%
| CRDF
| 20.00%
| 36.0% | 260.8%
| $52,162.16
| -$6,891.89
| 1.4%
| ENTA
| 25.00%
| 33.8% | 75.6%
| $18,972.36
| $7,244.76
| 2.3%
| CRIS
| 10.00%
| 4.3% | -14.7%
| -$1,474.51
| $54.90
| 11.7%
| FRLN
| 0.00%
| 0.0% | 2.0%
| $408.16
| $0.00
| ----
| GLYC
| 10.00%
| 6.3% | 27.1%
| $2,711.86
| $296.61
| 7.9%
| MRNA
| 6.25%
| 5.3% | 10.3%
| $644.42
| $73.38
| 14.5%
| IMMP
| 10.00%
| 4.8% | -2.9%
| -$291.67
| -$583.33
| 10.3%
| RVNC
| 25.00%
| 12.1% | -37.3%
| -$9,351.78
| $160.06
| 6.3%
| IOVA
| 20.00%
| 18.2% | 82.3%
| $16,457.56
| -$492.00
| 2.7%
| VIR
| 25.00%
| 19.3% | 0.4%
| $89.29
| $198.94
| 4.0%
| JSPR
| 10.00%
| 18.6% | 272.1%
| $27,211.66
| $164.77
| 2.7%
| VKTX
| 6.25%
| 19.1% | 297.7%
| $18,682.12
| $3,789.30
| 4.0%
| REPL
| 10.00%
| 4.8% | -3.1%
| -$308.42
| -$35.59
| 10.3%
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