Below are links and descriptions for 23 new stock indexes I have
created, revised, and tracked over the past few years which are now
featured at a new website called Investars YOU. The new site includes
automated index tracking, allows investors to create custom stock
portfolios based on their individual preferences, and now features free
access to all of the component stocks in each of my indexes. Some of
the top performing stocks from my healthcare indexes on a year-to-date
basis are highlighted below.
Cosmetic & Restorative Medicine Index:
Allergan (NYSE: ) (+38%)
The Cosmetic and Restorative Medicine Index
passively tracks the performance of companies that derive over 50% of
revenue from any of the following activities: (1) prescription skin
care therapeutics; (2) medical devices, products, services, OR
equipment for procedures which are intended to enhance appearance; (3)
medical devices, products, services, OR equipment for use as joint
replacements, tissue repair agents, tissue reconstruction agents,
surgical adhesives, and cardiovascular procedures; and (4) regenerative
medicine products, services, and/or an active clinical pipeline which
seeks to restore or repair the functionality of lost or damaged organ,
tissue, cellular, and genetic material. Index components will be
removed to reflect corporate events such as mergers and bankruptcies
which result in de-listing of the underlying stocks.
BioMedReports.com Select Index:
Access Pharma (ACCP.OB) (+348%)
The BioMedReports.com Select Index
is an actively managed model portfolio of 30-40 stocks that will
maintain at least a 90% sector weighting in healthcare with a focus on
emerging small and micro-cap bio-pharmaceutical companies with market
caps below $1 billion. Mid and large-cap stocks with market caps over
$1 billion will typically account for about one-third to one-half of
the index components. The selections will be made based on my research,
experience, and activities as Managing editor of the website to
identify companies which appear as either undervalued or those which
are likely to benefit from upcoming binary event catalysts in the form
of FDA decisions or key clinical trial results.
Cancer Dx/Tx Micro-Cap Index:
Aeterna Zentaris (NASDAQ: ) (+422%)
The passively managed Cancer Diagnostic & Therapeutic (Dx/Tx) Micro-Cap Index
constituents reflect a cross-section of emerging cancer companies with
market caps below $250 million at the inception date of 4/12/09,
including (1) diagnostics (molecular diagnostics and device-based
diagnostics), (2) lab services (personalized medicine applications to
guide and track the effectiveness of cancer treatments), (3) drug
discovery (screening and modifying compounds to achieve anti-cancer
effects during the early stages of preclinical and Phase 1 clinical
studies), (4) immunotherapy (a.k.a. cancer vaccines which are designed
to stimulate the immune system to eradicate cancer), and (5) commercial
or late-stage (Phase 2-3) clinical development. Components will only be
removed from the index due to mergers, bankruptcies, or other corporate
events that result in de-listing of the Company`s stock.
Emerging Diagnostics Index:
EXACT Sciences (NASDAQ: ) (+395%)
The Emerging Diagnostics Index
is passively managed and tracks the performance of companies with
market caps below $250 million at the time of inclusion. The index
includes diabetes monitoring device makers, laboratory services,
clinical diagnostics, diagnostic imaging, diagnostic equipment makers,
and molecular diagnostics. The index will only be updated to remove
components which are no longer trading due to mergers, bankruptcies, or
other corporate events that result in de-listing of the Company's stock.
Global Airline Index:
The Global Airline Index
passively tracks the performance of companies with market caps over
$200 million at the inception date of 7/16/08 which derive over 50% of
revenue from passenger airline services. Index components will be
removed to reflect corporate events such as mergers and bankruptcies
which result in de-listing of the underlying stocks.
Global Carbon Trading Index:
The passively managed Global Carbon Trading Index
tracks the performance of companies which generate carbon credits
through their business operations and/or are involved with the trading
of carbon credits. Examples of these activities include the following:
waste-to-energy, landfill or methane gas collection, financial
exchanges for carbon credits, carbon credit investment firms, and
renewable energy projects that result in the generation of carbon
credits (e.g. hydro-power, farming, industrial).