With a net worth estimated at $15.3 billion, Michael Dell has the highest average return of any guru, with 266.63% over 12 months. He is followed by John Paulson with an average return of 251.42% over 12 months. Only seven gurus return more than 50% over the same period. To offer perspective on Michael Dell’s average return, the majority of billionaire investors return around 30% or less over 12 months. Clearly, Guru Dell is a fascinating study in wealth-building and his trades are worthy of study.
One of the world’s richest, Dell manages his personal wealth through MSD Capital, founded in 1998. MSD Capital invests in public equity, private equity and real estate. The updated portfolio has 8 stocks, none of them new, with a total value of $563 million, and a quarter-over-quarter turnover of 2%. The current portfolio is heavily weighted with consumer cyclical at 82.9%, followed by technology at 12.5%, real estate at 2.43%, industrials at 1.6% and basic materials at 0.8%. Continue Reading »