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Jim Van Meerten is an advisor to Marketocracy Capital Management and writes on financial subjects here and on Barchart Portfolio Blogs. He earned a BS in Accounting and Business Administration from Berry College; a Juris Doctorate from the Woodrow Wilson School of Law; and attended... More

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Marketocracy Masters Weekly Report 8/26 0 comments

Aug 29, 2011 9:25 AM | about stocks: CVI, APFC, TSO, PAC, GSH

Marketocracy Masters Weekly Report

2011/08/26

Marketocracy Master Randolph C. McDuff

The best Marketocracy Masters fund this week is rmcduff:RMG2, at 6.8%, managed by Randolph C. McDuff.

For more comprehensive analysis of rmcduff:RMG2, follow this link: http://m100.marketocracy.com/rmcduff_RMG2/

Best Holdings

The table below lists the top five holdings in rmcduff:RMG2.

RMG2 5 Biggest Holdings (on 2011-08-26)
Symbol	Name	Price	Shares	Value	% Fund
CVI	CVR Energy Inc	27.10	41,217	$1,116,981	16.82%
APFC	AMER PACIFIC	7.56	109,100	$824,796	12.42%
TSO	Tesoro Corp	22.18	30,000	$665,400	10.02%
PAC	Grupo Aeropuerto del Pacifico SA de CV ADR	37.20	15,300	$569,160	8.57%
GSH	GUANGSHEN RAILWAY ADS	17.98	26,000	$467,480	7.04%
	Total			$3,643,817	54.86%

Weekly Returns

The table below lists the one week and inception returns of the Marketocracy Masters funds, as well as the S&P 500 returns for the same periods.

Marketocracy Masters Recent Returns
(as of 2011-08-26)
Master Fund	Last Week	Since Inception (annualized)		Fund Age
Master Fund	Last Week	Fund	S&P 500	Fund Age
Randolph C. McDuff's RMG2	6.8%	18.7%	-0.1%	11.1 years
Kai Petainen's KAI	6.1%	15.3%	6.3%	8.5 years
Timothy Siegel's SSOF1	5.4%	19.0%	2.9%	6.9 years
Eugene Groysman's EMF	4.8%	21.5%	4.9%	8.3 years
Kai Petainen's KGLO	4.7%	14.2%	6.4%	8.5 years
Adam Thompson's TPSNX	4.3%	16.6%	0.3%	10.9 years
crossy's CIAF	4.2%	15.7%	1.8%	10.1 years
Mike Koza's TGF	4.1%	21.2%	1.4%	10.5 years
Randolph C. McDuff's RMG1	3.0%	17.9%	-0.3%	11.1 years
Jim Van Meerten's VMNHI	2.9%	9.5%	1.6%	6.5 years
Tim Eriksen's ESVF	2.5%	17.5%	2.2%	9.7 years
Christopher Rees's 10stx	2.4%	19.8%	0.8%	10.9 years
Thomas Krouse's ENRGY	2.0%	13.7%	5.3%	8.7 years
Jack Weyland's VALUE	1.9%	34.9%	5.9%	9.1 years
Thomas Krouse's AGBF	1.2%	6.3%	5.3%	8.7 years
Justin Uyehara's HMF	0.6%	32.6%	5.8%	8.6 years
Ian St.Martin's ORR	0.2%	15.4%	1.0%	10.3 years
Thomas Krouse's RUSSR	-0.1%	3.3%	2.6%	7.6 years
John Patric Navin's JMF	-3.1%	7.6%	1.2%	10.3 years
Kevin Wilde's GRQ/M	-7.6%	10.3%	1.4%	10.2 years
S&P 500 one-week return	4.775%

To learn about the "Warren Buffets Next Door" (), follow this link: http://marketocracy.com/mds/wbnd.html.

To learn about all the Masters Funds, follow this link: http://m100.marketocracy.com/

Randolph C. McDuff

Randolph C. McDuff is a one of our very best fund managers at Marketocracy.com. We've tracked McDuff's RMG2 fund since 7/24/2000. Over the past 11.1 years he averaged 18.7% a year, while the S&P 500 has averaged -0.1% over the same period. This is why we started making his portfolio available for registered investment advisors and their clients in a managed account program.

Marketocracy Model Funds vs. Top Ten Mutual Funds

98 Marketocracy Model Funds beat the #1 mutual fund as ranked by Morningstar based on 5 year anualized returns.

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Important Disclaimer

Ken Kam, Marketocracy Data Service's Editor in Chief, is also portfolio manager for mutual and hedge funds advised by a Marketocracy affiliate. Before relying on his opinions, always assume that he, Marketocracy, its affiliates and clients have material financial interests in these stocks and hold or trade them contrary to those opinions. Click here to continue reading for more detailed and important disclosures, disclaimers, limitations and material conflicts of interest.

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