别伤心-好多人的这个月的收益把保尔森都毙了

Jinan90

他的单子上俺只做过 LNG ，那时候9， 现在7.1，哈，这里我可比他聪明一些。


炮森一个月的回报 (John Paulson’s Itemized One Month Performance)
来源: 麻将纵队


No. Ticker Inst. Holdr. (% outstanding) Institutional Holder 1-month Return
1 PMI 3.09 PAULSON & COMPANY, INC. -72.73
2 FCH 4.58 PAULSON & COMPANY, INC. -52.17
3 BZH 7.61 PAULSON & COMPANY, INC. -49.84
4 SPMD 16.81 PAULSON & COMPANY, INC. -49.62
5 DEXO 7.31 PAULSON & COMPANY, INC. -45.69
6 SHO 4.23 PAULSON & COMPANY, INC. -43.10
7 BEE 4.58 PAULSON & COMPANY, INC. -42.15
8 CBG 4.15 PAULSON & COMPANY, INC. -41.69
9 BYD 4.64 PAULSON & COMPANY, INC. -39.66
10 MGM 8.96 PAULSON & COMPANY, INC. -38.83
11 AHT 4.92 PAULSON & COMPANY, INC. -38.81
12 ANR 9.93 PAULSON & COMPANY, INC. -37.15
13 RF 1.54 PAULSON & COMPANY, INC. -34.92
14 FHN 2.92 PAULSON & COMPANY, INC. -31.52
15 STI 6.39 PAULSON & COMPANY, INC. -30.97
16 BZ 6.59 PAULSON & COMPANY, INC. -29.84
17 WY 5.89 PAULSON & COMPANY, INC. -29.39
18 C 1.41 PAULSON & COMPANY, INC. -29.36
19 MNI 9.78 PAULSON & COMPANY, INC. -28.15
20 BAC 1.22 PAULSON & COMPANY, INC. -27.48
21 GEN 6.69 PAULSON & COMPANY, INC. -27.34
22 HIG 9.86 PAULSON & COMPANY, INC. -25.36
23 LNG 4.05 PAULSON & COMPANY, INC. -24.95
24 WHR 3.87 PAULSON & COMPANY, INC. -24.76
25 MYL 6.12 PAULSON & COMPANY, INC. -24.74
26 MTN 6.21 PAULSON & COMPANY, INC. -23.59
27 RKT 9.64 PAULSON & COMPANY, INC. -23.00
28 ACAS 12.40 PAULSON & COMPANY, INC. -22.52
29 GGP 2.07 PAULSON & COMPANY, INC. -22.02
30 CNO 9.73 PAULSON & COMPANY, INC. -21.98
31 BPOP 6.55 PAULSON & COMPANY, INC. -21.57
32 LEA 4.00 PAULSON & COMPANY, INC. -19.87
33 APC 4.27 PAULSON & COMPANY, INC. -19.75
34 IP 2.29 PAULSON & COMPANY, INC. -19.55
35 RIG 7.63 PAULSON & COMPANY, INC. -18.42
36 HHC 5.78 PAULSON & COMPANY, INC. -18.01
37 BLK 1.04 PAULSON & COMPANY, INC. -17.56
38 VECO 7.36 PAULSON & COMPANY, INC. -17.02
39 SNI 2.24 PAULSON & COMPANY, INC. -16.38
40 BAX 1.40 PAULSON & COMPANY, INC. -15.96
41 COF 3.92 PAULSON & COMPANY, INC. -14.82
42 ARG 1.78 PAULSON & COMPANY, INC. -14.72
43 BSX 5.26 PAULSON & COMPANY, INC. -14.43
44 NVS 0.27 PAULSON & COMPANY, INC. -11.90
45 XL 0.00 PAULSON & COMPANY, INC. -10.84
46 AON 2.81 PAULSON & COMPANY, INC. -9.41
47 FDO 2.87 PAULSON & COMPANY, INC. -8.11
48 NG 8.47 PAULSON & COMPANY, INC. -7.54

wyjhyd

难道没有对冲保险?

silicon_beaver

Jinan90 发表于 2011-8-20 20:07
他的单子上俺只做过 LNG ，那时候9， 现在7.1，哈，这里我可比他聪明一些。

"那时候9， 现在7.1，哈，这里我可比他聪明一些。

H-m-m.

I have monitored him years. He started LNG @ $2s' level. initially owned over 10s'% (some 20%). gradually unloaded LNG until present % level.

His primary fail, I believe, was metal/gold. HMY, AU... all under-performed in market, much slower than GOLD, SLW, SVM...
He owns not more than 100 stocks.

dzyx

哈哈，要向好同学看齐啊。Paulson成绩很差，是个调皮的同学，不要学他。