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Friday, 11/03/2017 9:01:05 AM

Friday, November 03, 2017 9:01:05 AM

Post# of 14
I`ve done pretty good on individual BT stocks in 2017 but it may be harder to make big gains on owning individual names as opposed to a basket of stocks in 2018 as the market have run so strong. Therefore as a counterbalance I have avoided trading IBB,XBI,LABU, etc. and taken positions in these 2 little known ETF`s. They have a low expense ratio, are thinly traded yet i`ve had no problems buying and selling. Take a look at the holdings in each to see if they would be appropriate to other ETF`s. Hope others may find these interesting as I have for your portfolio balance in the biotech sector.

Given the number of disappointments in biotech lately, I wanted to express some thoughts about the context. My conclusion is that on the one hand, supply-demand factors suggest that it will be a challenge for the sector as a whole to get hot for some time, but that on the other hand, many leading biotechs, as we know, have below-market P/Es, so the process of repair may already be underway.

The way to play the next wave:

$BBC: Virtus LifeSci Biotech Clinical Trials ETF

http://portfolios.morningstar.com/fund/holdings?t=BBC
Virtus LifeSci Biotech Clinical Trials ETF (BBC) Top Portfolio Holdings
Get top portfolio holding details for Virtus LifeSci Biotech Clinical Trials ETF (BBC) including annual turnover...


$BBP: Virtus LifeSci Biotech Products ETF BBP

http://portfolios.morningstar.com/fund/holdings?t=BBP
Virtus LifeSci Biotech Products ETF (BBP) Top Portfolio Holdings
Get top portfolio holding details for Virtus LifeSci Biotech Products ETF (BBP) including annual turnover, asset...