I started building this portfolio in 2019, after reading a lot about CRISPR and having probably watched 25 hours our interviews with industry experts. Decided to allocate 10,000 USD to this portfolio, and aim to not trade it, but keep the stocks for many years.
Decided to go with the three leading companies: Crispr, Editas and Intellia ($NTLA). They had a phenomenal run in 2020 (after the CEOs of two of them won the Nobel Prize), and luckily I took some profit on Intellia, see the trade below.
With the 7,000€ of profits, I then bought Fulgent and Bionano. Not directly CRISPR companies, but two of the most exciting genomic testing and sequencing companies. Since then I held on to Fulgent, but sold Bionano with a loss.