So here's what I did today. I built a portfolio of public companies focused exclusively or predominately in the cell therapy space. I excluded any companies that are in the sector but their products/services constitute less than a significant majority of their revenue and/or expenses. The portfolio sits at 29 companies. Here's the list:
Here's how the portfolio performs against the Dow Jones, Standard and Poor's, and NASDAQ indices so far this year.
When looking at the period 1 January 2012 to 10 August 2012, the cell therapy portfolio is up 42%, Dow Jones up 8%, Standard and Poor's up 12% and NASDAQ up 16%.
In the context of how much we hear about how harsh this sector is or has been on investors, I found today's analysis interesting and, honestly, pleasantly surprising.
This snapshot is useful but has its limitations. I'm relying on Google Finance for accuracy of the information provided. Do your own due diligence. Invest accordingly. I hope this helps.
This snapshot has been brought to you by Cell Therapy Group: all cell therapy, all the time! :)