M100 Fund re-balanced for 791branko

Below are my fund holdings.

I am betting on a fiscal cliff aversion. Wealthy dems & republicans have too much personal wealth at stake to let this one go over. I am looking for a strong market run-up this month.

My fund has performanced sluggishly over the last few months. ACAD has made my overall numbers look good, it popped last week gaining 130% in a day.

My fund's YTD return is 20.5% and I am holding the # 1 and #2 rankings for Healthcare Funds 2 & 3 year returns.

 

Symbol	Value	Gains	Return	Days Held	YTD Return
MDVN	$185,076.15	$895,823.69	222.78%	2259	66.20%
ACAD	$380,450.00	$203,594.70	115.12%	26	374.07%
INFI	$196,301.10	$37,632.14	23.72%	21	182.69%
STRM	$219,079.00	$13,151.40	6.39%	99	206.75%
F	$226,200.00	$27,746.86	5.88%	40	7.90%
CSU	$170,240.00	$7,846.21	4.83%	22	125.69%
DYAX	$184,096.80	$7,725.76	4.38%	25	134.56%
KGC	$204,723.00	$4,239.77	2.11%	85	-12.11%
GILD	$152,767.54	$50,997.61	22.20%	2559	82.29%
REGN	$193,349.00	-$5,724.50	-2.88%	4	226.00%
MDSO	$160,808.20	-$10,439.54	-6.10%	26	78.99%
PRAN	$118,783.50	-$40,891.24	-18.38%	26	67.35%

Note - My portfolio does not hold real money. It is part of a stock market simulation @ Marketocracy.com

Momemtum Stocks - Watchlist

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Biotech stocks - Watchlist

insm gild mygn affy bmrn srpt chtp pran dyax infi amgn

Energy Stocks - Watchlist

cog hfc mpc cvi paa psx acmp cva eog exh gel

ETF Shorts - watchlist

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Medical Stocks Watchlist - update

FVE
GRFS
SNTS
STC
STRM
TKMR (low)
PRAN (m) (low)
FNHC (low)
CSU
DYAX
NVDQ

M100 Stock Holdings - Marketocracy.com

Belowe are my latest holdings.
My fund has returned 5.04% this quarter a little behind the S&P500's 7.75%. Its been a rough quarter for Healthcare stocks in general.
I have changed my fund by reducing my Healthcare positions and initiating Gold positions (RIC & KGC).

My Fund is now ranked #6 Overall for 2year returns. I need a boost in returns in the next week or so to hold my elite ranking.

Index	Symbol	Price	Shares	Value	Inception Return	First Trade	Days Held
1	MDVN	$105.09	3,500	$367,815.00	222.35%	Sep 28, 2006	2187
2	NKTR	$10.33	27,890	$288,103.70	43.36%	Feb 06, 2012	230
3	CBM	$13.01	20,200	$262,802.00	30.69%	Jul 05, 2012	80
4	KGC	$10.33	20,700	$213,831.00	6.66%	Sep 10, 2012	13
5	RIC	$5.37	39,010	$209,483.70	9.07%	Sep 18, 2012	5
6	ABT	$69.62	3,000	$208,860.00	12.08%	Nov 18, 2011	310
7	STRM	$4.77	41,650	$198,670.50	-3.52%	Aug 27, 2012	27
8	BIIB	$154.58	1,230	$190,127.25	11.65%	Oct 03, 2005	2547
9	PCYC	$61.95	3,000	$185,850.00	70.18%	May 25, 2012	121
10	AMRN	$13.37	11,870	$158,701.90	76.76%	Oct 21, 2004	2894
11	KNDL	$15.24	8,400	$127,974.00	41.26%	Dec 20, 2010	643
12	TAOIF	$8.14	10,850	$88,319.00	-18.17%	Mar 28, 2012	179
13	SSN	$1.06	50,000	$53,000.00	-61.07%	Feb 22, 2012	214

Note - My portfolio does not hold real money. It is part of a stock market simulation run @ Marketocracy.com