Below my portfolio:
BioPharma Large: AMGN, GILD, CELG, BIIB, REGN, ALXN, BMRN, SHPG
Biotechnology Product: LGND, SGEN, MDVN, IONS, UTHR, MACK, GWPH, RLYP, OASM, XXII, ACAD, OMER
Biotechnology Clinical: CUR, ARRY, NWBO, CLVS, NVIV, AGEN, NK, ADRO, SRNE, ADXS, RDUS, ALNY, RVNC, BLUE, CYTK, AGIO, CNAT, INO, OCRX, CEMP, BLCM, MGNX, XNCR, GERN, PTLA, GNFT, ATRA, ESPR, FGEN, LJPC, MEIP, AFMD, CLLS, ADAP
Special Pharma/Generic: HZNP, DEPO, MDCO, LCI, ANIP,
Consumer Services: UNP, NSC, CSX
Consumer Goods: PG, PM,
Energy: CVX, COP, XOM, BP, RDS-A, RDS-B, TOT, PSX, VLO, OXY, PTR, NOV, CEO,
Financial: WFC, JPM, RY, BMO, TD, BNS,
Healthcare: JNJ, MRK, ABBV, GSK, ABT,
Industrial: EMR, CMI, UTX
Agriculture: DE, AGU
REITs: WPC, OHI, HCN, HCP, VTR, NHI,
Technology: IBM, SSYS, DDD,
Utilities: DUK,SO, ED
MLP: EPD, MMP, PAA, SEP, OKS, KMI
In Israel currency I hold: PSTI, RDHL
Acquired companies: DYAX-->SHPG; BXLT-->SHPG;
From Israel, born in 1977, working as IT Network&Security Specialist. Chess candidate master - chess helps me to remember and follow lots of stocks and companies' business. Chess helps me to be patient and to not be afraid to take risks, to learn from my mistakes and to be resistant to losing value, same in investing. If after buying my stocks they go down it gives me an opportunity to buy more, that is how I see it. No one can predict the market and only a few investors can avoid loss of their specific stocks, diversity is a key. I was pulled in to the market by a colleague in 2014 and don’t have any regret about it, because I start to see how here in IL simple not rich man can continue his life after 40-45 if he loses his job in a high-tech company and how it is possible to buy a home here, maybe even switch this to a primary job in future. I found the “seekingalpha” website after researching the healthcare industry. First steps were ETF's, but after learning & reading a lot about fundamental and value investing and after discovering DGI philosophy, DGI bloggers switching from my ETF's into stocks. I wish to know in which businesses I hold stocks and what I am investing in. I want to invest in what I believe in. Interested in biotechnology especially in cancer treatment companies and in biotechnology in general especially unmet treatment and innovation in medicine. Early in life I wanted to be a doctor and I am interested in the medical sciences in general. Also interested in 3D printing, solar energy, robotic and innovation technology that improves our civilization and our lives. Learning about DGI here, I am proud to be a DGI Investor (learning and I continue to learn a lot from all the people I follow, sorry the list is too long to give individual BIG THANKS to everyone for their great job, hope they will continue to do that!), but some of the people I must say THANKS to, for their works, articles, research and teaching young investors and people making their first steps, people whose all articles are a MUST READ (DoctoRx - for bio/healthcare, Chuck Carnevale - for FastGraph, Value Invest, Industrial and more, David Van Knapp - for DGI, Chowder - for DGI, Bret Jensen - for Economic/Healthcare, Brad Tomas for Reit, Kanak Kanti De - for bio/healthcare, BuyandHold, and many more. Thanks for your works and for your comments!) But in other side I think elegant and perfect portfolio need be improved DGI: Income and Growth portfolio - something like (70/30 or 70/20/10) - 70% - DGI/Income Giant/Large companies 30% - Small/Micro cap that in potential can give to Investor >500-1000% (tenbagger - Peter Lynch) or 20%- Large high growth established without dividend, 10% - small/micro with huge potential one day they can growth to be Giant/Large next (Apple,Gilead) I know my English is weak, but I am working hard to improve it. Thanks for reading my profile and giving any comments and advice.
I invest in companies that have stock prices much lower than my analysis of their long term earnings potential suggest is warranted. I look mostly at a 3-5 year time horizon, but when I feel a case is extremely compelling over a 1-2 year time frame I sometimes add long dated options positions to my core holdings of common stocks. With a few stocks I own, I've continuously liked the 3-5 year horizon over a long period, and thus have several positions that date back to 1998.
I am an individual investor who has been actively involved in the healthcare and biotechnology space for over 15 years. I hold a PhD in the biomedical sciences and have worked in both large pharmaceutical and small biotech companies. I make investments based on the fundamentals of a company and if I believe they have a superior technology or products compared to the competition. I'm an investor who believes patience pays off.
private investor....former student in bio tech ....interested in advancing practical and economical sources of treatment for human welfare with dignity an awareness . methodical research can be done with new technology with a much more efficient an timely manner...especially vaccines developed thru research more than a decade ago....Why an Who is creating the lengthy timeline to get these cancer vaccines to patients....We can send discover satellites to another solar system an RETRIEVE the DATA ! WE as a generation are mapping our entire solar system an beyond...OUR government has a duty to protect its citizens not only by man/made laws, but the very law of NATURE demands accountability from its leaders....I am saddened by their methods.!