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 |
