Replies to post #88469 on Biotech Values

[rkrw]

Ten 10% positions for me.

I'm not sure i'm smart enough to know with certainty my top pick will do better than my 8th pick :)

After BFRM today if MNTA (or another 20% play) hits dew will be tough be tough to beat!

[exwannabe]

Re: stock contest picking math

Mainly it us just a matter of maximizing your variance.

Think of the extreme cases, It is not hard at all to pick a stock that doubles in a year, good luck on that with the S&P 500 though.

In this type contest, you are best going with just a single stock. But this contest didn't allow it, so you concentrate as much as the rules allow, which is DDs 4@20. 4@5

Along these lines though, I am somewhat surprised by DDs pick of MON. I like the stock very much in the real world, but I would think the beta is way too (unless the SI contest is smallish, and it doesn't take a miracle to win).