This is a well-diversified, if rather risky, portfolio. While the returns on BMRN and
SVNT are moderately positively correlated - about +45% over the last 2-1/2 years - they
both work well in this mix, where the average correlation over that same period is less
than +15%.

If you want to diversify, look into bond funds, commodities (e.g., precious metals) funds,
and so on and get something that is not strongly positively correlated with the rest of
the securities.

I think IMDS would be a great buy and this is why... Imaging Diagnostic Systems is working
on a breast-cancer detection system, which utilizes lasers rather than breast compression.
This technique will be attractive because it is easier, more convenient, and cheaper than
the normal methods for detecting breast cancer. Imaging Diagnostic Systems already has 6
different patents on the technology, so no one else is going to come out with it first.
The company just lacks FDA approval of their methods due to a lack of clinical studies and
evidence to support that this actually works. Its only at .08 and I think it has a
potential of a $1.00 or more.

Thanks Dave. Looks good.

suggest whr

I need to diversify and sell one of the biotechs, but they are both doing well and have
critical news coming soon. Ideas?