Mutualfundwealth ……………………Update Dec.04, 2015

No changes to portfolio(s) holdings.  I’m really disappointed to report that no funds have been added to my portfolios.  I frequently check the 600 + funds on my radar but none appear appropriate to buy at this time.  As regular followers of this web page know, I seldom purchase funds that don’t show significant positive short / longer returns on investments.


On the positive side of things…….. The TD Science & Technology fund has been doing very well since purchasing Oct. 28 – 29th.


Still looking regularly for further fund buys.  Will post as and when that occurs.


Doug T.

Mutualfundwealth ………………Update Nov.19, 2015

Portfolio(s) holdings remain the same.


TD Science & Technology




I’m still looking to purchase other funds but haven’t found the right ones yet.  The global markets are so unsettled making any kind of  fund purchase very difficult.   Hopefully things will stabilize in the near future and we can get that cash invested.


Will post any portfolio changes when they occur.


Doug T. Update………….Oct.14, 2015

I’m as frustrated as you not being invested in any mutual funds at this time.  I do have a few funds on my screen that show positive trending signals, but I’m not going to purchase due to global uncertainties.   As we all are aware the global marketplace can change almost instantly and the Russia / U.S.A / Syria situation  currently underway doesn’t make me feel too confident that markets will be  stable enough for me in the short term.   I just feel that we should proceed with caution at this point in time. ……..


Hopefully the next mutual fund wealth update will show funds purchased!!


Doug T.

MutualFundWealth Update………………..Sept.28, 2015

My portfolio still consists of cash holdings and for some very good reasons.  The Canadian and U.S. markets are currently trading at 2013 levels !!  Below is a segment from  some Canadian news I read today.  It appears top politicians don’t seem to have any prudent idea of what is going on now or what is likely to occur in the near future.


Having said this, what are the odds that financial advisors can do something for for us that will show any kind of moderate or significant gains in our portfolios?   I believe these investors have not done well lately and will have to be very patient before they see their personal portfolios recover losses.

(see mutualfundwealth strategy)


Some news from today..

A growing proportion of Canadian executives think the economy is in trouble, but they are torn over what a new government should do about it after the federal election.

The latest quarterly C-Suite survey shows that corporate executives are more discouraged about the economic outlook than they have been since the midst of the recession seven years ago. More than half think the economy will decline in the next year, the first time since November, 2008, that a majority have felt that way.

Just three months earlier, two-thirds thought the Canadian economy was bound for expansion.

But the executive suite is split on what the federal government needs to do to get the economic wheels back in motion. Forty-six per cent want stimulus, while 48 per cent say Ottawa should focus on restraining spending to ensure a balanced budget.


Not very encouraging is it.


However with today’s markets being where they are, we should be able to find some good mutual fund investments in the near future as market conditions will improve.    As always  mutual fund buys will be posted on this web page.


Doug T.

Mutual Fund Wealth Update…..Sept. 17,2015

Portfolio/Investment  update for followers of this web page.   Have been waiting patiently to get reinvested in mutual funds but global and international news and markets have been very unreliable at best and I certainly don’t like of that kind of volatility when investing.

As you know, I monitor 600 – 700 mutual funds on a regular basis with differing levels of risk / performance and believed we were very close to making a few mutual fund purchases.    These purchases will have to wait a little longer now as news today reports the US Government may partially shut down Oct. 1, 2015 unless Congress comes up with money to keep it going.  I know our mutual fund purchases are Canadian, but what happens in the US and Globally really can adversely affect us as well.


Will update any mutual fund purchases as and when they occur.  In the meantime read or perhaps re-read my mutual fund wealth strategy paper at top of  the web page.


…..Doug T.

MutualFundWealth Update…….Sept. 04, 2015

No changes to my portfolio(s) at this time.  Nice to be in cash positions during these turbulent times.   Since selling mutual fund holdings on Aug. 14 the Canadian market has dropped approximately 700 points and the Dow has dropped about 1400 points at  time of this posting.  Of course these volatile market conditions will change and we will be ready to reinvest and start making money again.  Will post any changes in my portfolio(s) as they occur.


Doug T.



Mutual Fund Wealth Update…………..Aug.21, 2015


An update for faithful followers of  this Mutual Fund Wealth web page.


Today I sold holdings in TD Health Science & Renaissance Global Health Care mutual funds.  My portfolio now consists of cash.


My charts certainly showed positive signs when these funds were purchased about 5 weeks ago, but recent instability in the global market place changed those same charts dramatically in the last few days.


Overall value of my portfolio from Sept. 30 2014 until this date has increased in value approximately 19 %.  I  wish we could have gained a higher number than that, but with this the current correction (if it is to be called a correction) a higher percentage gain doesn’t seem possible in the next few weeks.


I will still be monitoring the 600 – 700 hundred mutual funds on my screen on a daily basis and when a fund or funds show positive indicators I won’t hesitate to purchase them and pass this information on to you.


Doug T……..