I am a Marketocracy Master now!! (bench)

Marketocracy has recognized my Portfolio's stella long-term performance and promoted me to their Top Portfolios Managers list.
Over the last 10 years my Portfolio has beaten the performance of all USA listed Morningstar Mutual Funds.
This link shows my Funds performance: http://www.marketocracy.com/managers.php?manager=781
Now US citizens can invest in my Portfolio through a SMA with foliofn.

disclosure: I get 0.3% commissions on all funds in my Fund.

US Healthcare Stocks Watchlist - updated Dec 2014

I am in a strong BUY mode.

Below is my short-list of stocks also showing strong positive price movements:

IG RDNT TGTX CMRX PTX AGN EW

AGIO OVAS RCPT TTPH ANAC PTCT SCLN PAHC XNPT

NWBO ANIP OMER ESPR SCMP RNA IMUC MBVX


note - I trade the mentioned stocks in a game at Marketocracy.com. I trade with virtual money NOT real money.

ASX Sharemarket Game 2 2014 - dubious winners announced!

I cannot believe the portfolio returns of the announced winners!

I sent this email to the games organizers.

"Hi,

I find this games results very unbelievably.
A portfolio return of over 300% with no shorting available and no individual stock returning near 300%. And all this return in a negative market environment, and performed by only a handful of funds that were managed by novices!?
Please this is too much to believe and accept and that's coming from a trader with over a decade of experience.
Have you checked all the trades and their date and time stamps and verified they were not retrospective? Is your site secure enough? was it possibly hacked? do the winners/novices have a background it IT?
I would like to think you have already made these investigations but am still not convinced about the legitimacy of their portfolio returns.

I was in your top30 after several weeks of the comp but stopped playing after I saw the dubious returns of the handful of leaders, I thought then they were cheating and am not convinced they weren't.

Looks like they earned over $18,000 with their exploits!

I and my friends will not be playing your game next year unless you can convince us that the game is fair.

Regards,
Branko Krstevski."

My other US Stock Watchlists

Technology
PANW SWKS SMCI VDSI VIPS TQNT AVGO
AMBA TTGT
RDCM AMOT SWIR PLNR

Energy
TGS ETE
TCP MUSA CVA
MPLX TEP WLB


Discretionary
STRA MAR RCL VAC
EROS RDI LEG HKTV

Materials
LAWS OFLX RIC


note - I do not own any of these stocks nor do I intend to buy any in the near future. I trade them in a game at Marketocracy.com

US Healthcare Stocks Watchlist - updated Nov 2014

US markets are trending positively, check Nasdaq chart below:

Similarly the Nasdaq Biotech index is also positive, check its chart below:

 

I am in strong BUY mode.

Below is my short-list of stocks also showing strong positive price movements:

IG RDNT MACK CBPO TGTX AGN EW MNK

AGIO SCLN AVNR TTPH ANAC OVAS RGEN AKRX EXAS

NWBO UNIS RCPT ANIP MDXG ESPR


note - I trade the mentioned stocks in a game at Marketocracy.com. I trade with virtual money NOT real money.

2014 Fantasy NRL season is over (sportsbet.com.au)

Congrats to Shevket's Shevs Boys team which is this season's winner. This prize is a stressful $5,000 free bet.

Shevket is a very deserving winner he build a very balanced and strong town from the beginning of the season. He then managed his trades well enough to dominate the Leaderboard all season long while thousands of us tried to chase him down. Well done Shevket and good luck with that prize!

I finished ranked 19th overall so no major prizes for me but I won four of my League finals and had fun playing. I may play again next season if I have time.

ASX Sharemarket Game 2 2014 - update

After a month in this competition Becky from NSW is our clear leader with a huge portfolio return of 65.4%. Second is Jakem from Victoria with am impressive return of 41.4%. The All Ord Index has returned 5.6% over this same time-period.

I am ranked 28th with a return of 18.4%. I am pleased to have climbed onto the Leaderboard but am still a long way from the summit so I will be sticking with a most aggressive strategy to try and get to the summit. This competition has only 1 prize for the winner so finishing second or last all pay the same. Check my performance summary below:

I am currently fully invested in my favorite biotechnology sector. My two largest holdings are MSB.AX (Mesoblast) and SRX.AX (Sirtex).

Mesoblast is my best performer, since August this stock is up over 36%. The catalyst for their sharp price movement was their company announcement that they had entered into an agreement with The US National Institute of Health to run a 120-patient trial in end-stage heart failure using their adult stem cell therapy.
Not sure how much higher this stock will run in the short term, I will continue to hold it until it shows weakness. From a longer-term investment perspective I think this stock has tremendous potential. Below is their 12 month chart:

Sirtex has been trending strongly also, its August return was over 24%.
Sirtex's price has benefited from strong sales growth of their liver cancer treatments. They also have more liver cancer treatments being trialed in their pipeline. I like this company's short and long term prospects.

I wont disclose any more of my holdings for now, I am chasing the main prize!


Note - The mentioned stocks are traded in a stock market game simulator. Real money is not used.