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Re: None

Tuesday, 11/28/2006 4:24:30 PM

Tuesday, November 28, 2006 4:24:30 PM

Post# of 50807
OT - Since it's a slow day, here's the diversified portfolio I've come up with for a middle aged investor like myself who is disillusioned with stock picking. Yes it's boring, but here goes -

50% - Fixed Income (CDs, bonds)

30% - Total US Stock Market Index

10% - Total Intl Stock Index (Europe/Asia/Emerging)

5.0 % - Real Estate Investment Trust Fund/Index

2.5% - Natural Resources / Commodities

2.5% - Gold Related


To have something to follow, I've added a virtual/imaginary portfolio of bio stocks, including - Biomarin, Celgene, Cortex, Cubist, Durect, Exelixis, Genzyme, Gilead, GTCB, Idenix, Medarex, MGI Pharma, PDLI, Pain Therapeutics, Senomyx, Teva, and Vertex. In Pharma, the generic sector in general looks interesting. To add some non-bio names to follow, I have Aqua America, Elbit, Garmin, Stericycle, and PHO (water ETF).

FWIW, while the above boring portfolio won't double by next week, I figure I'll do better than going down the same old road to bankruptcy known as bio stock investing..


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