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Marketocracy Masters Weekly Report 8/26

|Includes: APFC, CVR Energy, Inc. (CVI), GSH, PAC, TSO
http://info.marketocracy.com/mm/link.php?M=412643&N=118&L=102&F=H

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
Fund S&P 500
Randolph C. McDuff's RMG2 http://info.marketocracy.com/mm/link.php?M=412643&N=118&L=78&F=H 6.8% 18.7% -0.1% 11.1 years
Kai Petainen's KAI http://info.marketocracy.com/mm/link.php?M=412643&N=118&L=78&F=H 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 http://info.marketocracy.com/mm/link.php?M=412643&N=118&L=78&F=H 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 http://info.marketocracy.com/mm/link.php?M=412643&N=118&L=78&F=H 4.1% 21.2% 1.4% 10.5 years
Randolph C. McDuff's RMG1 http://info.marketocracy.com/mm/link.php?M=412643&N=118&L=78&F=H 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 http://info.marketocracy.com/mm/link.php?M=412643&N=118&L=78&F=H 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 http://info.marketocracy.com/mm/link.php?M=412643&N=118&L=78&F=H 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 http://info.marketocracy.com/mm/link.php?M=412643&N=118&L=78&F=H 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 http://info.marketocracy.com/mm/link.php?M=412643&N=118&L=78&F=H -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" (http://info.marketocracy.com/mm/link.php?M=412643&N=118&L=78&F=H), 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.


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