Stanford phd candidate Calvin schmidt posts about investing opportunities in synthetic biology. Available for consulting on potential investments in this area.

Calvin Schmidt Synthetic Biology Index: November Update

Performance overview

Value at beginning of month: $131,204.33

Value at end of month: $135,877.90

Month over month change: +3.56%

Total IRR: 17.67%

Related indices, monthly change

NASDAQ: +2.28%

IVV (iShares Core S&P 500): +4.08%

IBB (iShares NASDAQ Biotechnology Index): +5.30%

MXI (iShares Global Materials): +1.33%

VEGI (iShares MSCI Global Agriculture Producers): +4.07%

ICLN (iShares Clean Energy): +11.26%

Individual performances


Both Codexis and Ziopharm had a great month. Codexis closed a week out at a valuation of over $1 billion for the first time in its history. Ziopharm rose thanks to a positive update to a Phase I clinical trial. On the opposite end, Amyris presented some pretty rough Q3 data. The stock dropped around 30% that day and has yet to recover.

Changes made to index

Added Twist Bioscience.

You can view the index here.

Allocation as of November 30, 2018


Calvin Schmidt Synthetic Biology Index: December Update

Calvin Schmidt Synthetic Biology Index: October Update