One of best MF manager Ken Heebner
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Heebner says the fund lost ground when he sold off big holdings in energy, metals, and other commodity-oriented stocks over the summer. Once market favorites, these holdings were losing ground fast. He says those positions, which had dominated the CGM Focus portfolio, are all but gone now. Financial stocks, the market sector that terrifies investors, now rank as the fund's biggest portfolio category today.
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I am full of financial stocks too. Buffett, Heebner and Whiteman are all bet on Financials. I feel a little more relieved from depressing market. Do u notice the stark contrast between gurus and average investors?
.........................
Heebner says the fund lost ground when he sold off big holdings in energy, metals, and other commodity-oriented stocks over the summer. Once market favorites, these holdings were losing ground fast. He says those positions, which had dominated the CGM Focus portfolio, are all but gone now. Financial stocks, the market sector that terrifies investors, now rank as the fund's biggest portfolio category today.
..................
I am full of financial stocks too. Buffett, Heebner and Whiteman are all bet on Financials. I feel a little more relieved from depressing market. Do u notice the stark contrast between gurus and average investors?
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