I note Guido has a post today on his investment performance year to date. he has done pretty well, as he is a very shrewd chap when it comes to bonds, less so on gold.
Gold is much harder to predict this year though with all the monetary stimulus, I have given up on it too for trading purposes this year, even though last year it saved me in the crash.
Guido' strategy has been to invest in bonds, mainly going short on gilts. Given the UK's parlous financial position, this is very sound, hence his returns.
My strategy was to invest in bombed out banking and resources stocks for the most part. I bought RBS at 10p, Lloyds at 50p, for example and sold out at well over 100% up on each. I also bought Barclays at 70p and sold at 85p - ouch, they are 300p now!
On the resources side, investments in heritage Oil and Tullow have done well, and then currently I have a plethora of minnows, such as EMED, ACU, AFE, PPA which I have high hopes for, despite some current big paper losses amongst that lot. Finally my single biggest investment is the property company Minerva - bombed out due to its huge debts, I have faith that the banks will roll this over and also that the major City developments are going to be in demand. The shareprice is currently 14p, the company has traded as high as 400p. Should be a fund ride.