Biotechnology

Most of the factor trends that were in place at the end of 2014 have continued in 2015 thus far.

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This group offers low correlation, some defensive qualities, and a dose of volatility. Health Care is now the top rated broad sector and we are overweight this sector in Select Industries Portfolio.

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Internet Retail and Biotech lead the latest week while Home Entertainment Software and Live and Health Insurance lagged.

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Three groups currently rank Attractive in the GS Scores: Health Care Distributors, Managed Health Care, and Health Care Equipment.

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Select Industries Equity Portfolio established new holding in Biotech, which boosted Health Care exposure in that portfolio to over 45% of assets.

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Adding Biotechnology to Select Industries equity portfolio.

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Adding new 6% holding in Biotech stocks, replacing holdings from Distillers & Vintners as well as Fertilizers & Ag Chemicals (both groups deactivated).

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Health Care was our top-ranked sector from March 2003 to February 2004. Since that time, the sector’s composite score has steadily fallen. 

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We view Health Care as a key theme in 2004. The sector is defensive and sports high growth rates thanks to the large (and growing) demand from elderly Americans.

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There was a brief pause last month in our Health Care scores, and we were proceeding with caution. This month, our GS Score work regained some of that lost momentum.

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Conceptually we think that the big drug stocks are poised to rebound, but they have yet to rank Attractive in the Group Selection Scores.

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We’ve carved out subsets from Wall Street’s oversimplified classification of drug stocks.

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New Biotech holding increased Health Care commitment in Select Industries to 27%.

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We are activating the biotech sector in the Paid to Play Portfolio. The SS Score jumped to Attractive this month.

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