Midweek Briefing -- 20% of This Investing Icon’s Portfolio Is Now in Gold

Posted On Aug 26, 2015 By Jody Chudley

If a world-class investor that I follow adds a new stock to his or her portfolio, I try to take a good look at it. If, arguably, the best hedge fund manager in the history of investing puts 20% of his portfolio into one position, I snap to attention because I’m probably looking at an unusually good opportunity.