Ron Paul’s Portfolio: Long Gold and Commodities while Short on Stock Markets

From a recent public disclosure, Bob Wenzel of the Economic Policy Journal [EPJ] lists the current portfolio holdings of Presidential candidate Ron Paul.

From EPJ,

Here's Ron Paul's portfolio:

Agnico Eagle Mines

Allied Nevada Gold Corp.

Alumina Common

Anglo Gold Ashanti Ltd.

BrigusGold Corp. Com MPV (formerly Apollo Gold Corp)

Barrick Gold Corp.

Claude Research Inc

Coeur D'Alene Minds Corp.

Dundee Bancorp

First National Bank of Lake Jackson

Gold Corp Inc

Hecla Mining Co.

El Dorado Gold Corp.

IAM Gold Corp.

Kinross

Lexam Explorations Inc.

Mag Silver Corp.

Metalline Mining Co.

Mutual Securities Inc.

Newmont Mining Corp.

Pan American Silver

Petrol Oil and Gas

Prudent Bear Mutual Fund

Rydex Dynamic Venture

Rydex-Ursa Mutual Fund

Silver Wheaton Corp

Texas Dow Employees Credit Union

Texas Gulf Bank

Virginia Mines Inc.

Vista Gold Corp.

Viterra Inc

Wesdome Gold Mines Ltd.

Ron Paul practices what he preaches, unlike many social utopians (politicians and their zealots) who lack convictions to act on what they believe in.

Mr. Paul has been mostly long gold and other commodities while short the stock market (Prudent Bear Mutual Fund and Rydex-Ursa Mutual Fund)

Importantly Cong. Paul, according to Mr. Wenzel, has held on to this portfolio mix for a long time, which means Mr. Paul's portfolio should have pretty much an above-average return, considering how commodities have outperformed stocks and bonds over the years. (chart above from David Rosenberg but goes from August 1999-2009-the big picture)

I wonder how Mr. Paul’s portfolio would fare relative to the Sage of Omaha Mr. Warren Buffett.