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我仅持仓金股ETF。 我的看法金股比黄金被机构打压更甚。所以决定长持。
查了john 跑森基金的资产组合， 如下
John Paulson's Current Portfolio:
Ticker | Shares | Value ($1000) |
|---|
GLD |
21,837,552 |
3,753,660 |
AU |
28,403,545 |
995,544 |
DLPH |
25,089,755 |
777,782 |
LIFE |
13,513,800 |
660,217 |
MYL |
24,503,400 |
597,190 |
EQIX |
2,100,000 |
432,705 |
MGM |
37,645,600 |
404,690 |
GRFS |
16,385,799 |
374,088 |
HIG |
19,539,307 |
379,844 |
PCS |
23,800,000 |
278,698 |
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