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: May Update

Performance overview
Value at beginning of month: $158,649.70
Value at end of month: $168,030.78
Month over month change: +5.91%
Total IRR: 45.47%

Related indices, monthly change
NASDAQ: +6.10%
IVV (iShares Core S&P 500): +2.66%
IBB (iShares NASDAQ Biotechnology Index): +4.01%
MXI (iShares Global Materials): +1.69%
VEGI (iShares MSCI Global Agriculture Producers): +0.73%
ICLN (iShares Clean Energy): -2.22%

Individual performances


Codexis continued to have a great 2018, growing 36% in May to all-times high for the stock. Many of the other positive movers in May were medical companies, growing thanks to increased investor appetite for the technologies like gene editing and immunotherapies which may power the next generation of medicines. Amyris had another rough month, retreating from the impressive growth it showed earlier this year, though the stock is still up 36% on the year. Overall, the index is up over 20% on the year, while comparable indexes are only up 2-3%.

Changes made to index

Removed Gevo due to the fact that it made up less than 0.1% of the index.

You can view the index here.

Allocation as of June 1, 2018


Calvin Schmidt Synthetic Biology Index: June Update

Calvin Schmidt Synthetic Biology Index: April Update