The top producing hedge fund manager without question is John Paulson and his latest portfolio is provided below...
Regards - VHF
-
Paulson and Company's Golden Portfolio
Tim Iacono
May 18, 2009
The chart pretty much speaks for itself, but for those of you who need a little help figuring it out, anything that's yellow-ish is either gold bullion or gold mining stocks.
The position in the SPDR Gold Sharest ETF (NYSE:Arca:GLD) is almost one-tenth of the ETF's entire net asset value, the equivalent of somewhere around 100 tonnes of gold.
