Portfolio performance for 1Q15

Let's take a look at how the portfolio did last quarter.

symbol	name	recommender	weight	gain
fnma	Fannie Mae	Chris Mayer	0.00%	0%
fmcc	Freddie Mac	Chris Mayer	14.04%	16.61%
aveo	Aveo Therapeutics	Paul Mampilly	14.99%	69.48%
cry	CryoLife	Rick Pearson	5.56%	-1.73%
kite	Kite Pharma	Stephen Petranek	8.09%	-13.68%
swir	Sierra Wireless	Ray Blanco	3.53%	-0.53%
atml	Atmel	Ray Blanco	6.10%	-0.71%
infn	Infinera	Ray Blanco	5.38%	21.28%
atnm	Actinium Pharma	Ray Blanco	10.58%	-47.24%
gsvc	GSV Capital	Jonas Elmerraji	8.04%	7.61%
ozm	Och-Ziff Cap Management	Zach Scheidt	6.89%	12.70%

Remember than Fannie and Freddie track each other very closely, so there's no need to have both in the portfolio.

Of the 10 stocks, 4 were unchanged, 1 was down 47%, 1 was down 14%, 1 was up 7%, 3 were up in the double digits.

The portfolio underwent an 11.9% gain for the quarter.

Here's a helpful graph.

Portfolio weight vs. gain

The scatter plot shows a positive slope, meaning that the stocks with heavier weights performed better.