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Trade Like Bill and Hillary Clinton

James Altucher

The Bill and Hillary Clinton portfolio on Stockpickr lists the 25 largest stock holdings liquidated by the couple's blind trust, with each holding representing an investment of more than $100,000 each.

The flurry of recent news items about former president Bill Clinton and presidential candidate Hillary Rodham Clinton's blind trust have focused on the reason why they chose to liquidate the stock portfolio: To avoid any look of impropriety. Everyone has an opinion on it, but we at Stockpickr were more interested in the actual stocks they owned.

Some of the stocks in the Clintons' portfolio were of the type that many might find surprising, for example Raytheon(RTN Quote), BP(BP Quote) and Exxon Mobil(XOM Quote). No matter your political leanings, you might elect to contribute funds toward some of their previous stockholdings.

One stockholding that Clinton advisors say the Clintons would not have chosen themselves is Cisco(CSCO Quote), which, according to The New York Times, has moved U.S. jobs to India.

However, this network equipment manufacturer has a price-to-earnings of 24 and was recently added to the portfolio of Moore Capital, a group of hedge funds run by famed trader and fund manager Louis Bacon, the signature fund of which has generated an average annual return of 24% since 1990.

Moore Capital owns several stocks the Clintons owned, including Home Depot(HD Quote). This home improvement retailer has a P/E of 14 and a yield of 2.4%. Another stock that Moore Capital and the Clinton blind trust both owned is Yahoo!(YHOO Quote).

The Clinton's largest biotech holding was Biogen Idec(BIIB Quote), a Cambridge, Mass.-based company that develops oncology, neurology and immunology therapies. During the last two years, the stock has increased by more than 42%. This stock made a recent list of Stockpickr's Top 10 Insider Purchases and Buybacks because of its recently announced $3 billion buyback.

The Clintons -- or at least their advisors -- may have liked this share-buyback strategy because this portfolio also lists Wal-Mart(WMT Quote) -- due to its $15 billion stock buyback program -- a stock that happens to be another one in the Clinton portfolio. The retail behemoth recently announced that it will cut capital spending and pare back its store growth. Wal-Mart also has received several upgrades lately and may be starting to shed some of the doom and gloom surrounding its stock.

For the rest of the 25 stocks the Clintons liquidated from their blind trust, check out the Bill and Hillary Clinton portfolio on Stockpickr.com.

To find out the stock holdings of the presidential hopefuls and other politicians, check out these portfolios:

• Barack Obama
• Stocks that Giuliani Partners was involved with at one point or other
• John McCain
• Dick Cheney's stocks
• Donald Rumsfeld's stocks
• John Kerry's stocks
• Top Holdings of Democrats and Republicans in Congress
• Ron Burkle's investment fund. Bill Clinton was a partner until he stepped down just recently.