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Strategies & Market Trends : Ken Heebner and CGM Focus Fund CGMFX
CGMFX 41.000.0%Dec 1 3:00 PM EDT

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To: timber555 who wrote (7)7/9/2008 6:42:35 AM
From: Condo   of 37
 
I started letting Ken manage my money this year.
I plan to entrust one of our IRA's to his care soon.

Much easier and profitable for him to do it than me.
He sure seems to see around corners. As for "easier", I may have to employ the "don't look" method.

Looks like CGMFX is heavily invested in energy, the chart looks very similar to OIH.
I wonder if turning the portfolio 384% a year (Morningstar) is how Heebner manages to keep the drawdowns so shallow. Relative to the return, that is.
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