Concentrated Bets in Biotech

Weekly investment picks in clinical-stage biotech companies. Tracking performance vs. VTI/VGT/VHT benchmarks in real-time.

The Strategy

A venture-style approach to public biotech investing

Focused Research

Each week, deep-dive into a specific biotech subsector. Score 5 companies on 6 fundamental parameters.

50/50 Split

$500/week in biotech picks. $500/week in index benchmarks. True head-to-head performance comparison.

Full Transparency

Every pick documented. Real money invested. Track the experiment live on the dashboard.

Weekly Allocation

$1,000 per week, split between concentrated biotech and diversified indices

Biotech Portfolio ($500)

  • Major Pick$400
  • Minor Pick$100

Benchmark Portfolio ($500)

  • VTI (Total Market)~$167
  • VGT (Tech)~$167
  • VHT (Healthcare)~$167

Follow the Experiment

Get weekly picks, educational deep-dives on biotech subsectors, and transparent performance tracking.