$500.00 / year
Min – Max investment for Regular and Trading Accounts: $5000+
Min – Max investment for a Virtual Account: $500 – $1000
Asset Allocation Mix: 50% Biotech/ 50% Pharmaceuticals
Expected Annual Return: 25%
Minimum Time Period: 06-12 months
Current year-to-date performance: 2.1%
Inception date: 08/02/2018
This portfolio is designed to benefit from the strong earnings that companies in this space are enjoying. Although, some of the companies in this portfolio may be experiencing increased competition from generic drug makers the long term prospects for pharma and biotech companies that are included in the S&P and DOW indexes are extremely bright.
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