Goldman Sachs’ Bullish New Stock Picks

Goldman Sachs is one of the most opportunistic firms on Wall Street. They have access to non-public information or expensive information that they can base their trades on. They also have access to their clients’, many of them are hedge funds, orders and trades. Goldman also closely follows around 700 hedge funds’ 13F holdings and gather insights into what hedge funds are trading. As a result, Goldman’s own 13F portfolio reflects some of these insights. Their new stock picks during the fourth quarter of 2010 returned 5.7% so far in 2011, beating the SPY by 0.8 percentage points. This isn’t much, but still better than index funds. You can check out the list of Goldman’s new stock picks and their performance here.