My #3 ranked Marketocracy Fund

Marketocracy just released their 2014Q4 ranking.
My Biotech Fund is ranked #3 for 5 year returns, making 272.4%.
Crossy's CLVF Fund is the best ranked one, it returned a whopping 352.8%.
Below is a list of the Top10 ranked Funds -

Below are my Fund's Top15 holdings - (note this fund is virtual)

Index	Symbol	Value	Return	Days Held
1	IG	$547,999.20	56.31%	319
2	ACAD	$547,740.01	764.12%	814
3	TGTX	$484,159.99	16.41%	102
4	AGIO	$306,028.80	61.24%	102
5	TTPH	$277,790.40	51.25%	102
6	ANAC	$246,655.99	22.16%	465
7	ACHN	$237,600.01	7.85%	158
8	FOLD	$217,550.10	26.46%	158
9	NWBO	$207,318.00	7.69%	232
10	AKRX	$199,274.41	25.24%	213
11	UNIS	$190,639.40	12.10%	86
12	SSN	$182,756.54	-65.75%	1074
13	HCA	$168,504.01	12.23%	187
14	ZIOP	$152,150.00	-2.19%	3
15	SHPG	$129,363.40	-13.01%	187

TG Therapeutics (TGTX) trading at a low?!

TGTX is having a rough start in 2015. The stock is down over 22% from its highs at the beginning of this year.

However I am holding my position because I cannot find a good reason for this price-drop and I am not convinced it has broken its positive price-movement trend. 

TGTX’s current price is running at about its 75-day SMA (simple moving average) where it’s been several other times over the past 9 months so its price may just be trading at a low and presenting a good buying opportunity.

 
If TGTX's price moves beneath its SMA (75) this may signal a change to negative for its market sentiment and its price movement. In that case I will look to adjust my holding for the short-term.

The stock’s medium and longer term prospects still look great.

They kicked-off enrollments in their first Phase 3 clinical trial and are on track to deliver a bunch of clinical trial updates this year.

TGTX also got an endorsement from Cramer on his Mad-Money show last week which shows their promising drugs are starting to get noticed. You can see the interview at this link https://www.youtube.com/watch?v=Pp9aegwcsMQ

Below I have updated TGTX’s clinical activities for 2015:

* Started enrollment in their first Phase3 combo trial of TG-1101 plus Imbruvica versus Imbruvica alone for treating high-risk CLL.
Enrollment completion in Q3 2016.

* Register Phase3 trial for combo TG-1101 plus TGR-1202 for treating relapsed NHL & CLL.

* Register Phase3 trial for TGR-1202 as a single agent for treating relapsed hematologic malignancies.

* Present Phase I/II trial results of single Agent TG-1101 in Relapsed/Refractory NHL & CLL.
 EPC (Estimated Primary Completion Date) Feb 2015


* Present trial results in Q2 2015 of combo TGR-1202 plus Gazyva plus chlorambucil in patients with previously untreated CLL.

* Present trial results in Q2 2015 for combo TGR-1202 plus brentuximab vedotinin for relapsed Hodgkin’s Lymphoma.

* Present Phase I trial results for combo TG-1101 plus TGR-1202 for Relapsed/Refractory NHL & CLL. Also evaluated in this study is the triple combination of TG-1101 plus TGR-1202 plus ibrutinib (IMBRUVICA).  EPC Date Jun 2015

* Present Phase2 trial results for combo TG-1101 plus Imbruvica for Relapsed/Refractory MCL & CLL. EPC Date Jun 2015


* Enter into clinical phase IRAK-4 inhibitor in Q3 2015.


* Present trial results for single agent TGR-1202 in patients with relapsed/refractory Hematologic Malignancies. EPC Date Aug 2015


* Begin new combo trial of TGR-1202 & Imbruvica for patients with CLL or MCL.
EPC Feb 2018

Disclosure - I trade TGTX at Marketocracy.com & I only hold long positions

Biotech & Healthcare Watchlist updated - Jan 2015

I am in a strong BUY mode. But also keeping a close eye on Russia's Ruble, its collapse could end our party early!

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


TGTX KITE OVAS AGIO RCPT TTPH FOLD PTCT AMAG AMED ALDR EXAS

RDUS IG CMRX INGN SKH

ESPR NWBO OMER ADXS CEMP

CUR NVIV


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

Strong Australian Healthcare Stocks

The Australian Healthcare sector is continuing its positive trend. Check its 1-year chart below:

 














The index has performed strongly over the past 4 months, gaining over 24%. I continue feeling bullish about this sector and will be looking to enter into more positions though Russia's ruble problems have me on edge.

Below is my updated watchlist:

SRX.AX, CUV.AX, IPD.AX, SOM.AX, CAJ.AX, FPH.AX, NAN.AX, API.AX

NEU.AX, UNS.AX, RVA.AX, PXS.AX, PME.AX



RHC.AX, COH.AX

IMC.AX, PGC.AX, LCT.AX, BLT.AX, AVH.AX

Note - Of the mentioned stocks I am already long on NEU, UNS, FPH, BLT, AVH, LCT, & SRX. I do not enter in short positions.

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."