Latest Personal Portfolio Holdings:
Bissett Energy Fund
Bissett Micro Cap Fund
Fidelity Small Cap America “B” Fund
Cambridge Canadian Growth Companies Fund
First Asset REIT Income Class Fund
Mackenzie Health Science Class Fund
Manulife Global Infastructure Class Corp. Fund
I expect to receive substantial returns with these holdings in the near term.
Feel free to check out these funds and other financial issues available on this web page.
…..doug
It’s been awhile: Funds to seriously consider till the Spring. Note prices now and again in the spring to justify this information. To take advantage talk to and inform your investment person. See Mutual Fund Wealth Strategy !!
Bissett Energy
Bissett Micro Cap
Fidelity Small Cap America A or B
Personal portfolio update:
Purchased … Manulife Global Advantage Mutual Funds.
Recently sold: Bissett Energy
Will advise new mutual fund purchase when it occurs.
For those following this web page…….
Personal Mutual Fund Portfolio:
Bissett Energy Fund
BMO Guardian US Special Equity Fund
Fidelity Small Cap America B Fund
Criterion Reit Income Fund
Sentry Small/Mid Cap Fund
Sold: BMG Gold Bullion A Fund—-Thought the fund price would follow gold prices. It didn’t….
Sold: Dynamic Pwr American Growth Fund—Wasn’t doing all that well at time of sale. Has improved slightly since.
PS: Sorry for the delayed update. Out of country.
Hopefully in spite of what is going on in the rest of the world, economic situation in North America will improve slightly if not significantly in the next while.
Personal Portfolio Holdings:
Have recently added Dynamic Power American Growth Fund. (chart)
Feel free to peruse other investment opportunities that may be of interest.
In spite of serious unrest going on in other parts of the world, my personal charts now indicate re-entry into equity mutual fund positions. I have added two funds to my portfolio.
Bissett Energy Fund (chart) http://globefunddb.theglobeandmail.com/gishome/plsql/gis.show_chart?fid1=66053&period=006&indx1_id=0&fid2=0&pi_mov_type=SMA&pi_mov_avg1=&pi_mov_avg2=&pi_mov_avg3=&iaction=%A0Go%A0&pi_universe=PUBLIC_FUND&comp_id=2639
BMO GDN U.S. Special Equity Fund (chart) http://globefunddb.theglobeandmail.com/gishome/plsql/gis.show_chart?fid1=70609&period=003&indx1_id=0&fid2=0&pi_mov_type=SMA&pi_mov_avg1=&pi_mov_avg2=&pi_mov_avg3=&iaction=%A0Go%A0&pi_universe=PUBLIC_FUND&comp_id=2572
It’s been awhile, look forward to significant increase in portfolio value.
It’s been a long time since my last update. Global financial situations have been so chaotic that investing in any equity seemed like it would automatically be a loser. Now just when some sort of normalcy appeared to be on the horizon, the situation in Greece erupts again.
My Personal Investment Portfolio:
Some monies have been put into BMG Gold Bullion Fund. http://www.bmginc.ca/bmg_goldfund_perf_class_a_cad.html
Am looking forward to continued rise in that fund’s price during the short term. I expect to be invested in some equity funds in the near future.
For those following this site, new investments will be posted as usual.
Due to current extreme stupidity and instability regarding USA political and financial future, I have recently asked my advisor to sell my mutual fund holdings and move all funds into cash. As everyone knows, if there is not a reasonable resolution to this current crisis, global economic markets could tumble. Personally I’m not willing to take the chance.
Will post new holdings when this situation is resolved.
My natural resource mutual fund buy last month may take a few weeks to recover. I will admit my buy was at or near the high for oil and my charts were just at the so-so buy hold level. The price of oil will rise significantly during the summer months as it always does, so fully expect that fund to recover and show profit going forward.
Just purchased a fund in the health care sector a couple of days ago.
Current Personal Portfolio Holdings:
Bissett Energy C.C.
TD Health Sciences A
Cash
Thanks to those following this web page on a regular basis. If you have invested according to information available, your portfolio has certainly increased in value. Feel free to check out other areas of this page for data that my be of interest to you.