Rayno Biopharmaceuticals Portfolio Performance 9/30/17 YTD

Rayno Biopharmaceuticals Portfolio: Performance 9/30/17 YTD

Objective: Develop a medium term biotech portfolio that assumes a bull market  for 2017 with positions in two core  ETFs, large cap dividend plays and speculative picks in breakthrough technologies: CAR-T and pharmacogenomics. Most positions were added in 2016 but XBI was added in January 2017.

Top winners: 

BLUE up 122.6%

XBI up 46.26%

ABBV up 41.9%

Company Ticker Date Price Price Perf 9/30 Perf %
Started 4/25 % P YTD
Abbvie ABBV 2/3/16 56.5 65.45 16 88.86 41.9
Amgen AMGN 9/12/16 172 165 -4 186.45 27.52
Biogen BIIB 2/13/17 275 286.5 4.5 313.12 10.42
bluebird bio BLUE 2/3/16 43.75 88.1 103 137.35 122.6
Bristol Myers BMY 2/16/16 61 54.2 -7.7 63.74 9.07
Foundation Med FMI 7/5/16 20.4 34 68 40.2 127.12
Gilead Sci GILD 2/3/16 85.8 67.3 -20.9 81.02 15.29
Roche ADR RHHBY 4/4/16 30.36 32.4 7.9 32 12.16
IBB 6/29/16 250 296 18.4 33.59 25.7
XBI 1/31/17 64 70.7 9.4 86.57 46.26
QQQ (reference) n/a 135.13 n/a 145.45 22.76
FBIOX (reference)
 n/a 232.77 33.74
No comments yet.

Leave a Reply