Portfolio FAQs

Our Top hedge fund portfolio holdings are updated once per quarter after the quarterly SEC updates for all of the hedge funds have been filed. Our "run-up" portfolio holdings are updated throughout the quarter depending on the timing of readouts for the tickers in the portfolio. If you believe you may be an accredited investor and/or qualified purchaser under SEC rules, and would like to receive future updates if we continue exploring a potential private fund structure based

Check out our performance post for detailed info regarding the performance of our model portfolios. Keep in mind that our model portfolios are actual brokerage accounts, we put our own money at risk in these model portfolios because we are biopharma stock investors ourselves. Read more here. If you believe you may be an accredited investor and/or qualified purchaser under SEC rules, and would like to receive future updates if we continue exploring a potential private fund str

We provide the tickers and quarterly targets for each ticker in each portfolio here. And we provide the stocks that were newly added or closed out of the latest quarter for each fund here. Thus, we make it easy for you to identify stocks to consider for your own portfolio, as well as stocks that might be more or less interesting to you each quarter. Use our portfolio upgrader tool to change your portfolio so that it is closer to one of our model portfolios. If you believe you

Summary Since 2023, BPIQ model portfolios built around biopharma hedge-fund consensus holdings have consistently outperformed the biotech benchmarks XBI and IBB. Want access to our portfolio holdings and other portfolios info/tools to help you make better biopharma investment decisions? Sign up for Elite or APEX today? Background We launched our first consensus-based portfolio (Top 20s) on 4/1/2023 and, by 9/30/2023, applied the hedge-fund favorites framework across the rest

The BPIQ portfolios are a set of portfolios of public biopharma company tickers and target values. The values are set at 45-60 days after each quarter starts for each portfolio, except the Run-Up portfolio. The strategies are based on extensive back-testing that we performed on different strategies based on top holdings of biopharma-focused hedge funds. We identified top strategies that out-performed XBI for many back-tested time frames. Our portfolios are based at least in p