Large Cap Biopharmaceuticals Are in Buying Range with Good Value…Update-2 Rally mode in healthcare
Update-2 5/23/26…Nice comeback for healthcare sector as the XLV is up 3.3% for the week but Technology continues to run with the XLK up 2.3%. But this was really a large cap rally with the PPH up 4.12% and the IBB and XBI trailing up about 1%. So we had some...SMID Cap Biopharma Trades for the next 4 Months…Update-2
Update-2…Digestion day after the huge run-up in AI semiconductor stocks yesterday. As one might expect few investors are paying attention to biotech stocks with the XBI down about 3% but holding a sight uptrend at $133. And the IWM is off its recent highs of...What Is a Balanced Portfolio: Are You a Trader or an Investor?…Update-3
Update -3 Get ready for SMID cap biotech Q2/Q3 rally, historically strong because of ASCO. Here are several SMID stocks on our trading list that have made huge gains YTD with the XBI up 4.76%: APLs up 60%, CBIO up 55%, DNLI up 16%, DNTH up 103%, PTGX up 20%, SLDB up...Healthcare Sector Snapshot- M&A Will Drive SMID Cap Biopharma now in a Rally Mode…Update-2…”Strait talk”
Update-2 4/17/26…When the market is up because oil is down and the Straits may be open soon what can we say? A green screen day in SMID biopharma. Added to Illumina (ILMN) long at $132, Bought options in ABT stock believing that stock will come back by...Healthcare Sector Watch after a Bad Week, but Biotech is still Tradeable…Update-4..biotech rally!
Update-4 ..4/2/26..uh oh back onto tariff talk again ! NOT good for the market. Tariffs aren’t good for business in general. BUT with our WAR in Iran ,and AI they create more chaos. Update-3 4/1/26…Another Green Day for biotech. If you are not in yet a...Follow Sector Rotation This Week in Midst of War with Iran…Update-5…MedTech
What is your portfolio allocation by sector?