2013 -2024

Yvette Donahue's investment portfolio has shown varying degrees of alignment and performance compared to the overall market trends over the 2013-2024 period.

1. Biotech and Healthcare Sector Investments: Donahue has been involved in the biotech sector, as evidenced by her coverage of diaDexus, a biotech company developing diagnostic products. This sector has shown significant growth potential, with steady revenue increases and product approvals, which could have contributed positively to her portfolio returns.
2. Emerging Markets Debt: Donahue has also expressed insights on emerging markets debt, highlighting the dual nature of investment opportunities within this sector. This suggests a nuanced approach to investing in emerging markets, which can be volatile but also offers high-risk, high-reward potential.
3. Micro-Cap Stocks: Her coverage of micro-cap stocks like diaDexus and potentially others, given the broad biotech sector interest, indicates a focus on smaller, more agile companies. Micro-cap stocks can be highly volatile but also offer substantial growth potential if they succeed, which could impact the portfolio's performance both positively and negatively.
4. Patent-Protected Biotech Assets: Donahue has analyzed the patent protection and potential of biotech assets, such as Keryx Biopharmaceuticals' Zerenex, which received FDA approval and saw significant stock performance. The strength of patent protection can significantly influence the commercial viability and stock value of biotech assets.
5. Consolidated Portfolio Review: There is no specific information available about the performance of Yvette Donahue's consolidated portfolio review, which could provide a comprehensive look at how her investments have performed across various sectors and time frames.

Market Trends Alignment:

• The biotech sector has seen significant growth and regulatory approvals, which could have benefited Donahue's investments in diaDexus and similar companies.
• Emerging markets debt has faced challenges due to risk aversion and monetary policy shifts, which could have impacted her views on this sector.
• Micro-cap stocks have been highly variable, with some experiencing substantial growth, which could have depended on the specific stocks in Donahue's portfolio.

Performance Comparison:

• Without specific data on Yvette Donahue's portfolio, it's challenging to compare her returns directly to overall market indices or benchmarks.
• The S&P 500, for instance, has shown a positive return in 63% of the 393 months between 1992 and 2024, with notable months like April 2020 (13.6%) and March 2000 (11.6%). This provides a general context for market performance, which could be compared to the returns of Donahue's portfolio if detailed information were available.

In summary, Yvette Donahue's investment strategy appears to be aligned with growth-oriented sectors like biotech and emerging markets, which can offer high returns but also come with higher risks. Her portfolio's performance compared to the overall market would depend on the specific investments she made and their performance over the 2013-2024 period.