| Company | Ticker | Return | Value (Million) |
| SPDR GOLD TRUST | GLD | -4.6% | 655 |
| INTEROIL CORP | IOC | 2.3% | 320 |
| MONSANTO CO NEW | MON | 8.2% | 229 |
| DELTA AIR LINES INC DEL | DAL | -5.6% | 186 |
| NOVAGOLD RES INC | NG | 0.7% | 184 |
| PLAINS EXPL& PRODTN CO | PXP | 15.8% | 152 |
| DENDREON CORP | DNDN | 0.7% | 147 |
| PETROLEO BRASILEIRO SA PETROBR | PBR | -4.2% | 132 |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | -1.7% | 132 |
| EMDEON INC | EM | 14.5% | 105 |
| APPLE INC | AAPL | 10.6% | 98 |
| WESTPORT INNOVATIONS INC | WPRT | -18.5% | 84 |
| KINROSS GOLD CORP | KGC | -13.3% | 75 |
| BEST BUY INC | BBY | -2.0% | 72 |
| ISHARES GOLD TRUST | IAU | -4.6% | 70 |
| COCA COLA ENTERPRISES INC NEW | CCE | 4.8% | 59 |
| LAWSON SOFTWARE INC NEW | LWSN | 8.4% | 54 |
| QUALCOMM INC | QCOM | 16.4% | 53 |
| DIRECTV | DTV | 8.9% | 52 |
| CITIGROUP INC | C | 3.2% | 51 |
| WAL MART STORES INC | WMT | 3.3% | 51 |
| LOWES COS INC | LOW | 0.5% | 50 |
| MOSAIC CO | MOS | 15.7% | 50 |
| EXAR CORP | EXAR | -8.2% | 45 |
| COMCAST CORP NEW | CMCSA | 9.7% | 44 |
(Source: Insidermonkey)
La performance moyenne de Georges Soros n'est que de +1% depuis fin decembre alors que le S&P a progresse de 5.9%. Son portefeuille a ete fortement penalise par sa forte exposition sur l'or.
Mauvaise annee pour Soros, ou n'est ce qu'un mauvais passage a vide qui ne se remarquera plus d'ici quelques mois.
Ci-dessous notre avis sur chacune de ses positions:
GLD: BUY
IOC: BUY
MON: BUY
DAL: SELL
NG: BUY
PXP: BUY
DNDN: SELL
PBR: BUY
TEVA: SELL
EM: BUY
AAPL:BUY
WPRT: SELL
KGC: SELL
BBY: SELL
IAU:BUY
CCE:BUY
LWSN: BUY
QCOM: BUY
DTV: BUY
C: BUY
WMT: BUY
LOW: BUY
MOS: BUY
EXAR: SELL
CMCSA: BUY
