Blackrock, Vanguard and Soros determine the rules of the game – B.Varchev

The three largest funds –  Blackrock, Vanguard and Soros’ Quantum Group of Funds manage over 80% of cash flows in the world. Recent moves of hedge funds’ managers, cutting global financial “pie”, show us the boom in investment and financial companies, only Soros has huge investment interest in communications sector as well. At the moment, three giants apply the greatest interest to financial, energy and industrial sectors. There is a dwindling investments in the technology sector, utilities and healthcare sectors.

Portfolios shown below can guide us, with a very great accuracy, to what we should include to our accounts, as mid-term investors / up to 6 months /. Apple and Microsoft / and many others from the tables below / are stocks with the greatest value in the portfolios of the three giants, as many of them match into different “baskets”, which suggests that it is unlikely to suffer loss, knowing who owns them and why. Having them in your portfolio, much more likely, means to see a serious positive percentage at the end of the year.

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Changes in the in the investments of the world’s greatest funds for the last quarter:

Blackrock / Vanguard / George Soros respectively:

Changes in the sectors:

Blackrock

Vanguard

George Soros

Top 10% of the portfolio:

Blackrock

Vanguard

George Soros

Top 10 with the greatest addition of shares to the portfolio:

Blackrock

Vanguard

George Soros

Top 10 with the highest exposure reduction:

Blackrock

Vanguard

George Soros

Biser Varchev