Republican presidential candidate Rep. Ron Paul marches to his own drummer in politics – and in his investment portfolio, too.

Here at Total Return, we've looked at hundreds of the annual financial-disclosure forms in which the members of Congress reveal their assets and trades – and we've never seen a more unorthodox portfolio than Ron Paul's. (In fact, The Wall Street Journal revealed problematic trading in Congress more than a year and a half before the "60 Minutes" episode that recently raised a ruckus over the same topic,...