Trending Towards Risk Off with Healthcare and Biotech Stocks…Update-3 Risk ON
Update-3… 5/1/26 ..After such big moves in the market this could be a good time to enjoy your profits and review your portfolio . Here are several SMID cap biotech stocks that we own, are in the money but poised for more gains: ABSI, ABOS, AXSM, COGT, ILMN,...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...SMID Biotech Stocks Update to our Trading Model with BULL Market Intact…Update-2
Update-2 4/12/26…Will try to focus on Diagnosiics and Tools this week as Healthcare looked weak.. Hope for some clarity from Abbott (ABT) down 19.95% YTD, on Thursday. Look at Fidelity FSMEX down 27.3% YTD down 22% 1 yr. TMO a favorite, for many years down...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?