Biotech Values

[rfj1862]

I suspect you are in the minority here then. This board is 90% dedicated to small bios as you very well know so most folks here (myself included) are degenerate gamblers to some degree!
PS: I average 40% cash in my accounts dedicated to bios so I guess that puts me in the "conservative" camp too. Right now half my money is also in treasuries but that is as much a function of being in my mid 50s as anything I suppose
PS: I don't follow ARAV so no comment but good luck w it

Yeah I work in biotech so I feel like investing fully in biotech is putting all my eggs in one basket.

I think 15 years ago I was primarily invested in biotech and at the time I did not have a tremendous amount of capital. Although I did okay at it my limited capital meant that I was devoting countless hours to following this stuff for rather less than my hourly rate when everything was accounted for. These days I keep 80% in conservative investments (which frankly have been quite shitty recently) and 20% in biotech