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Strategies & Market Trends : Ken Heebner and CGM Focus Fund CGMFX
CGMFX 44.75+0.6%Jan 14 4:00 PM EST

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To: Sam Citron who wrote (13)10/4/2008 1:22:38 PM
From: Condo  Read Replies (1) of 37
 
What do you get from CGMRX that CGMFX doesn't provide..?

CGMRx moves more calmly than CGMFx most of the time, so CGMRx will go into the wife's IRA.

The two portfolios do always seem to overlap some.

CGMRx Top Ten Holdings as of 6/30/08:
6.3% Arch Coal, Inc. (ACI)
6.2% PEABODY ENERGY CORPORATION (BTU)
6.0% CONSOL ENERGY, INC. (CNX)
5.9% Cleveland-Cliffs Inc. (CLF)
5.2% FREEPORT-MCMORAN COPPER & GOLD B (FCX)
5.1% Digital Realty Trust, Inc. (DLR)
4.9% Boston Properties, Inc. (BXP)
4.9% Annaly Capital Management, Inc. (NLY)
4.8% Federal Realty Investment Trust (FRT)
4.8% Ventas, Inc. (VTR)

CGMFx Top Ten Holdings as of 6/30/08:
6.5% Weatherford International, Inc. (WFT)
6.3% Schlumberger, Ltd. (SLB)
6.3% United States Steel Corporation (X)
6.3% PEABODY ENERGY CORPORATION (BTU)
6.3% Brazilian Petroleum Corporation ADR (PBR)
6.2% FREEPORT-MCMORAN COPPER & GOLD B (FCX)
6.2% Nabors Industries, Ltd. (NBR)
6.2% CONSOL ENERGY, INC. (CNX)
6.0% Hess Corporation (HES)
5.9% Wachovia Corporation (WB) [short]
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