
Stanley Druckenmiller, from Duquesne Capital, has a 30-year track record with average annual returns of 30%, which is up there with the much longer record generated by Buffett. However, this one was made using a completely different strategy. Druckenmiller is more of a global macro trader, not looking at stocks from a perspective over six or nine months.
Over the past quarter, data shows that he’s decided to leave some of the technology sector growth names, like Microsoft Inc. (NASDAQ: MSFT), and replace this liquid capital with holdings in airline stocks. His picks were Delta Airlines Inc. (NYSE: DAL), United Airlines Holdings Inc. (NASDAQ: UAL), and even American Airlines Group Inc. (NASDAQ: AAL). Investors will see some trends behind this decision, with another honorable mention to consider today.