hello,
The recently published the latest reports and summaries positions in the portfolios worth noting the two perhaps best known funds in the world.
I mean, among other things controlled by Warren Buffett's holding company Berkshire Hathaway, which at June 30 this year, had $ 55 billion in cash patiently waiting for buying opportunities.
In turn, the George Soros Fund, built nominally worth $ 1.3 billion position in put options on the S&P500 Index, allowing to earn a possible decrease in this Index. At the end of the second quarter was the largest position in the portfolio of Soros Fund Management constituting 17 percent of assets.
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| chart 1. Number of put options on the S&P500 in the portfolio of Soros Fund Management (thousand pcs.) |
source: SEC
In addition, I want to show how the summary trading with volume. 15-session average is at its lowest level during the entire bull market. Even at the beginning of 2012 it was about 70% higher.
There's no one to buy the shares, but still less investor sells them.
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| chart 2. SP500 Index with volume; 2014-08-28 |
regards,
oscarjp
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