| | | Jerome,
Here are some ideas that might augment your research:
"My starting point is a review of the top hedge fund recent buys...and of their common holdings"
There are 3 exchange traded funds whose portfolios you may be interested in tracking:
Global X Guru Index ETF (symbol GURU), and two others in that family of funds. Here's what they do:
"The Global X Guru™ family of ETFs track indices that utilize proprietary methodologies to compile the highest conviction ideas from a select pool of hedge funds and other institutional investors where the 13F information is most valuable."
You can also take a look at the portfolio of a new ETF that just started trading Friday:
The Direxion iBillionaire Index ETF IBLN
It contains 30 stocks, equally weighted, based on what 10 billionaires are investing in. I see that Morningstar doesn't even have a quote for it yet, but I'm sure you will be able to access the portfolio very shortly, as ETFs are required to have transparent portfolios.
"My second starting point is all about mutual funds. I review the top ten holdings of the best performing funds"
You might be interested in a website called GuruFocus
gurufocus.com
From their website: "Only a handful of people in this world can qualify as investment Gurus. We have carefully identified a number of investment Gurus based on their long-term track record. We track their portfolio, buys, sells, and insights into the market................We also track the stock picks and portfolios of a group of other renowned money managers. They are also great investors, some are on the way of making into our Guru Hall of Fame. These money managers are suggested by our users."
"I also review the top ten holdings for the worst performing funds in the hunt for oversold stocks."
Stocks That Are at 52-Week lows, Owned by Gurus, Bought by Insiders
gurufocus.com
NYSE New Highs and Lows
online.wsj.com
NASDAQ - 52 Week High/Low
nasdaq.com
For what it's worth.......
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