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Ron Paul's portfolio

Posted: Fri Jan 13, 2012 5:02 pm
by Benko
http://townhall.com/columnists/patbucha ... ators_oped

21% real estate
14% cash
0% bonds
0.1% stocks shorting positions
rest (almost 2/3) gold and silver mining companies

""You can say this for Ron Paul," conceded the Journal. "In investing as in politics, (Paul) has the courage of his convictions."

Indeed, he does. Paul's investments mirror his belief that the empire of debt is coming down and Western governments will never repay -- in dollars of the same value -- what they have borrowed.

Re: Ron Paul's portfolio

Posted: Fri Jan 13, 2012 5:14 pm
by MediumTex
Ron Paul told a similar story in the early 1980s to the one he is telling today about inflation.

In the early 1980s Ron Paul was almost exactly wrong about the continuation of inflation and devaluation of the dolar.

Is he right today?  Who knows?

I love Ron Paul's independent thinking on political subjects, but when it comes to investing I don't think he has any more insight than anyone else.

For someone who only thinks in terms of inflation, the deflation that a period of deleveraging can cause can seem like a very foreign concept.

Re: Ron Paul's portfolio

Posted: Fri Jan 13, 2012 9:24 pm
by Benko
Thanks MT.

I only posted this because I thought it was interesting how much he had in metal related investments.  Reminds me of this person:

http://somehelpful.info/Finance/No-Brainer-PPF.htm

who advocates  various " no brainer PPFs" of varying amounts of silver/gold and cash.  I had run across his site when I first was searching for info on the permanent portfolio.

Re: Ron Paul's portfolio

Posted: Fri Jan 13, 2012 11:30 pm
by Coffee
Funny that the google ad for this thread is showing a banner of scantily clothed women with big busts and the text underneath says, "68 people +1'ed this post."

LOL.

Re: Ron Paul's portfolio

Posted: Fri Jan 13, 2012 11:34 pm
by Coffee
Now it's saying: "The Nine Best Stocks to Own, Right Now."
I'm not sure which ad is more truthful?

Re: Ron Paul's portfolio

Posted: Sat Jan 14, 2012 12:13 am
by MediumTex
Now it says:

MONEY. SEX. POWER.

Re: Ron Paul's portfolio

Posted: Sat Jan 14, 2012 2:32 am
by stone
Why does he own just mining stocks and not metal? Even if the USD got scrapped and replaced I still don't see that mining stocks would neccessarily prevail. Imagining that mining stocks will prevail seems to me to be putting one plus one together and getting 42.

Re: Ron Paul's portfolio

Posted: Sat Jan 14, 2012 9:16 am
by moda0306
Stone,

I almost know he's got more gold the govt doesn't know about in his texas ranch than all the posters here combined.

Re: Ron Paul's portfolio

Posted: Sat Jan 14, 2012 9:22 am
by stone
I see what you mean moda, he doesn't need to publicly declare any gold holdings that may be part of his portfolio.

Re: Ron Paul's portfolio

Posted: Sat Jan 14, 2012 10:01 am
by AdamA
MediumTex wrote: Now it says:

MONEY. SEX. POWER.
Can you post the link?  :D

Re: Ron Paul's portfolio

Posted: Sat Jan 14, 2012 11:23 am
by Coffee
AdamA wrote:
MediumTex wrote: Now it says:

MONEY. SEX. POWER.
Can you post the link?   :D
Here you go:

MONEY. SEX. POWER

Re: Ron Paul's portfolio

Posted: Sat Jan 14, 2012 1:18 pm
by craigr
Coffee wrote: Now it's saying: "The Nine Best Stocks to Own, Right Now."
I'm not sure which ad is more truthful?
In Google AdSense  you can see if people are targeting your site specifically for ads. On my blog you'll be happy to know that Mitt Romney has thought highly enough to send ads my way specifically.

Now in terms of ads, the "The Nine Best Stocks to Own, Right Now." is probably more truthful than Mitt.

Re: Ron Paul's portfolio

Posted: Sun Jan 15, 2012 7:30 pm
by Ad Orientem
I admire Ron Paul's political views on most (though not all) issues.  But I have to agree that his portfolio is very high risk.

Re: Ron Paul's portfolio

Posted: Sun Jan 15, 2012 7:56 pm
by Jan Van
Ad Orientem wrote: I admire Ron Paul's political views on most (though not all) issues.  But I have to agree that his portfolio is very high risk.
I admire RP being steadfast. I'm sure MR on and off holds views i admire too  ;D