At the end of 2010, the fund held $774 million worth of ETFs that owned gold, about the same as the previous quarter’s gold holdings.

In Q3, the fund reduced its position on some gold mining stocks, but Soros held onto its 12.9 million shares of NovaGold Resources in Q4, the same amount owned at the end of the previous quarter.

George Soros Gold Investments Holdings is a post from: Daily Investment Tips

George Soro Top Five Holdings

SPDR Gold Shares – 13% of portfolio

InterOil – 6% of portfolio

Monsanto – 5% of portfolio

Delta Airlines – 4% of Portfolio

Nova Gold Resources – 4% of portfolio

In George Soros complete filing it shows the man holds over 800 stocks. Diversified across technology stocks, financial stocks, ETF stocks, health care stocks, telecommunication stocks, & industrial stocks. See a complete list at Guru Stocks.

George Soros Top Five Holdings 2011 is a post from: Daily Investment Tips

John Paulson Top Five Portfolio holdings

John Paulson Gold Holdings

SPDR Gold Trust

Anglogold Ashanti Ltd.

Mr. Paulson invested heavily in gold on the belief that the dollar would lose value in the coming years. His gold investments are primarily done via a gold exchange-traded fund, SPDR Gold Shares.

John Paulson Stock Portfolio Holdings

Citigroup

Bank of America

Anadarko Petroleum

That bet on bank stocks was perfectly timed to take advantage of the massive fiscal stimulus.

John Paulson Portfolio Holdings 2011 is a post from: Daily Investment Tips

The latest news is John Paulson did it again by earning an estimated $5 billion in 2010 thanks mainly to bets the economy would recover. This is better than the $4 billion haul made off the subprime bet.

How John Paulson Makes Money

John Paulson runs his own hedge fund investment firm, Paulson & Co. Inc. (PCI). It is an employee owned hedge fund sponsor, primarily providing services to pooled investment vehicles. He is earns money through commissions on funds under management plus a share of profits.

John Paulson Investing Strategy

The firm manages separate client-focused portfolios, employing merger arbitrage, long/short, and event-driven strategy to make its investments. Paulson & Co. Inc. utilizes fundamental analysis to make its investments, benchmarking the performance of its investments against the S&P 500 Index.

John Paulson Investment Philosophy

In a Wallstreet Journal interview this is how he summarizes his investment philosophy: “The flexibility of having long and short exposure across the capital structure allows us to optimize performance across market cycles. Our goals are capital preservation, above average returns over the long term, and low correlation to the markets.” As the market recovers from its shortfalls of the past years, Paulson is betting on strong economic growth in the recovery: “it is time to be in the stock market,” he says, and that now is not the time “to be under-invested”.

John Paulson Investing Strategy is a post from: Daily Investment Tips

George Soros bet (correctly) that the Bank of England would not support the pound participation in the European Exchange Rate Mechanism (ERM) indefinitely by jacking up interest rates in an economy already in recession. Soros made $1 billion overnight when the Bank of England let the British currency devalue.

For indepth research on the events that led to pound devaluation and how Soros’ and other investor took advantage, read the following article, George Soros’the man who broke the bank of england

George Soros 1992 Currency Bet is a post from: Daily Investment Tips

I did Google search on why the Japanese yen was strong and on Google page one was an article from 2007 Japanese Yen The Biggest One-Way Bet of All Time by Jack Crook. Jack Crook is Yen currency expert and writes for a free daily investment newsletter from Martin D. Weiss and Weiss Research analysts

It was the kind of article you read and you ask yourself, Why did I not see this before? The article is spot on predicting the rise of the Yen.

Jack Crook analysis the Japanese Yen.

During the Japanese recession interest rates dropped to zero. Hedge funds and large investors took advantage of zero interest rates by borrowing in Yen and converting the Yen into dollars and Euros. The new money was invested European and US stock exchanges for higher returns.

What is happening now is that those investors are selling their Euro & US investments and buying Yens to repay the debt. This Yen buying has created a demand for Yen that is driving the Yen upwards.

The whole article is a Gem.

Jack Crooks Yen Currency Prediction is a post from: Daily Investment Tips

Can Apple stock continue rising? Some investors think Apple stock best days are behind it but some investors believe Apple stock rise is just starting and that Apple will continue blowing past expectations.

Four Reasons Why Apply Stock may continue rising

MSNBC has an interesting article as to why investors should invest in Apple.The factors driving Apple are software, design, ecosystem and underrated market.

Apple will become the most valuable company in the world. Bet on it. In fact, go out and sell all your personal belongings, liquidate your 401(k), and buy Apple stock with every last dollar you own.

OK … on second thought, I wouldn’t advise that — it’s a bit rash. But there are ample reasons to believe that the company’s rise is just starting and that Apple will continue blowing past expectations.

The author of the article shows a scenario forecasting/predicting  how Apple revenues and profits will look like in 2014.

Read the full article at MSNBC

Apple Stock Forecast 2014 : Apple Stock Prediction 2014 is a post from: Daily Investment Tips

John Meriwether was the co-founder of Long Term Capital Management, together with two future Nobel Prize winners, Myron Scholes and Robert C. Merton. With this two brainys on board it seemed this hedge fund was a sure bet.

The fund got off to a flying start, it raised $1.01 billion from high net worth individuals. It delivered annualized returns of over 40% (after fees) in its first years. Nothing could go wrong.

But when the Russian crisis hit in 1998, it lost $4.6 billion in less than four months. With mounting losses and a bailout from the FED the fund was closed in early 2000.

You would have thought John Meriwether had learnt from his mistakes. But immediately after LTCM closed shop Meriwether launched JWM Partners. A fund that would continue many of LTCM’s strategies. He managed to convince investors to invest in him by promising them this time he was going to use less leverage.

Whoever said lightening doesnt strike twice was wrong, just like the Russian Financial crisis of 1998 killed LTCM, the 2007 Credit crisis struck JWM partners. JWM Partners LLC was hit with 44% loss from September 2007 to February 2009 in its one of its fund. As such, JWM Hedge Fund was shut down in July 2009.

Never buy into the idea “This time it is different.”

John Meriwether’s Long-Term Capital Management is a post from: Daily Investment Tips

How did he see it.

In a Wall street journal interview, I found this Paulson quote

“Where is the bubble we can short?” He was asking his staff. They found it in housing.

I think that is the one example on how to make money. Find a bubble and short it!

In the same interview Paulson gave a vague assessment of the market

He’s also betting against other parts of the economy, such as credit-card and auto loans. He tells investors “it’s still not too late” to bet on economic troubles.

Not to fast that was way back in January 2008.

John Paulson Market Predictions is a post from: Daily Investment Tips