Financial Investment Services

Have  recently added two mutual funds to my personal portfolio.

Mackenzie Cundill Emerging Markets Value Class  (chart)

Templeton Global Smaller Companies $US  (chart)

No changes to portfolio holdings of  late.  May be making some adjustments in near future.  Stay tuned and good investing.

Doug T.   The mutual fund guy

I have certainly enjoyed providing investment content on this web page to this date.   Interested parties from 36 countries around the world have visited this site for viewing.  However, recent traffic flow has slowed to such an extent that I no longer feel it to be worth my time and energy to provide this data on a weekl basis.  I may provide my personal portfolio holdings as adjustments occur.

To those investors that regularly follow this web page for informational data I certainly apologize for any inconvenience.

One stop shopping saves time…..This may be the only FREE web page available to provide this amount of investment information  on one site. 

For  a Mutual Fund Wealth Investment Strategy that will lead to successful investing  (read top right of this page)  http://www.mutualfundwealth.com/mutual-fund-wealth-strategy/ 

•••Best Performing Sectors re: Mutual Fund Investments••• Current Market Data & other information that may affect/enhance performance of mutual funds  held in your personal portfolio.  (Peruse entire web page for other investment opportunities that may be available to you.)

Past 1 month:  Emerging Muarket Mutual Funds – 

Past 1 month:  Greater China Mutual Funds

Past 3 months:  Canadian Inflation Protected Fixed Income Funds

Past 3 months:  Can. Long Term Fixed Income Funds.  (Only so so at this time and no change from last post.

Of course there is no guarantee that these fund categories as listed above will continue to be leading sectors of the global market place.  Updates will be posted on a weekly basis.

Personal Portfolio Holdings:  Finally after two months watching my charts trending downward, they have turned the corner and continue climbing into positive territory.  I have recently moved my cash positions to the following equity funds.

Bissett Energy Fund  (see chart)

Bissett Microcap Fund  (see chart)

Sentry Select Mining Opportunities  (see chart)

20 percent still in cash holdings

After selling my equity mutual fund equity positions and moving to cash holdings the Dow dropped approx. 1200 points and the TSE lost about 700 - 800 points.   Feel free to check back to my mid April posts to confirm.  

Conclusion: I didn’t see any need to get back into equity funds and be subject to unnecessary risks short term risks.  Volatility is an ugly – ugly  word…… For those that have visited this web page and read my investment strategies and have not followed this advice accordingly, I truly feel sorry for the losses you have incurred.  Take heart, as markets trend upward again you will regain portfolio values lost. 

And things keep changing….  No one person or advisor will be able to predict the length or extent of the current market irregularities, only time and wise investment strategies will prevail.  Keep tabs on my personal mutual fund investments and strategies posts to not only safeguard your personal portfolio during market downturns, but also to maximize your returns when markets are on the upswing.

One stop shopping saves time…..This may be the only FREE web page available to provide this amount of investment information  on one site. 

For  a Mutual Fund Wealth Investment Strategy that will lead to successful investing  (read top right of this page)  http://www.mutualfundwealth.com/mutual-fund-wealth-strategy/ 

•••Best Performing Sectors re: Mutual Fund Investments••• Current Market Data & other information that may affect/enhance performance of mutual funds  held in your personal portfolio.  (Peruse entire web page for other investment opportunities that may be available to you.)

Past 1 month:  European Equity Funds –  Will this trend continue?

Past 1 month:  N/A

Past 3 months:  Canadian Inflation Protected Fixed Income Funds

Past 3 months:  Can. Long Term Fixed Income Funds.  (Only so so at this time.)

Of course there is no guarantee that these fund categories as listed above will continue to be leading sectors of the global market place.  Updates will be posted on a weekly basis.

Personal Portfolio Holdings:  Finally after two months watching my charts trending downward, they have turned the corner and continue climbing into positive territory.  I have recently moved my cash positions to the following equity funds.

Bissett Energy Fund  (see chart)

Bissett Microcap Fund  (see chart)

Sentry Select Mining Opportunities  (see chart)

20 percent still in cash holdings

After selling my equity mutual fund equity positions and moving to cash holdings the Dow dropped approx. 1200 points and the TSE lost about 700 - 800 points.   Feel free to check back to my mid April posts to confirm.

Conclusion: I didn’t see any need to get back into equity funds and be subject to unnecessary risks short term risks.  Volatility is an ugly – ugly  word…… For those that have visited this web page and read my investment strategies and have not followed this advice accordingly, I truly feel sorry for the losses you have incurred.  Take heart, as markets trend upward again you will regain portfolio values lost. 

And things keep changing….  No one person or advisor will be able to predict the length or extent of the current market irregularities, only time and wise investment strategies will prevail.  Keep tabs on my personal mutual fund investments and strategies posts to not only safeguard your personal portfolio during market downturns, but also to maximize your returns when markets are on the upswing.

One stop shopping saves time…..This may be the only FREE web page available to provide this amount of investment information  on one site. 

For  a Mutual Fund Wealth Investment Strategy that will lead to successful investing  (read top right of this page)  http://www.mutualfundwealth.com/mutual-fund-wealth-strategy/ 

•••Best Performing Sectors re: Mutual Fund Investments••• Current Market Data & other information that may affect/enhance performance of mutual funds  held in your personal portfolio.  (Peruse entire web page for other investment opportunities that may be available to you.)

Past 1 month:  Nothing really worth mentioning

Past 1 month:  N/A

Past 3 months:  Precious Metal Equity Funds

Past 3 months:  Can. Long Term Fixed Income Funds.  (Only so so at this time.)

Of course there is no guarantee that these fund categories as listed above will continue to be leading sectors of the global market place.  Updates will be posted on a weekly basis.

Personal Portfolio Holdings:  I realize this is getting boring–but–On the positive side, my personal charts are beginning to show some strength, so maybe thing are about to turn positive.

100%  Cash.     A few week’s ago I  stated that Global and North American markets hardly flinched following recent negative news re: Goldman Sach’s / Greece etc.  and I would expect to become re-invested in mutual funds associated with the best performing sectors of the global market place in the very near future.  Well since that time, the market place certainly didn’t give me any assurance that present tumultuous conditions are going away any time soon.  Since selling my equity positions the Dow has dropped nearly 1000 points and the TSE is down 800 or so points.   Conclusion: I don’t see any need to get back into equity funds at this time and be subject to unnecessary risks in the short term.  Volatility is an ugly – ugly  word……An alternate investment strategy may come into play shortly that will reflect current  global market conditions.  For those that have visited this web page and read my investment strategies and have not followed advice accordinly, I truly feel sorry for the losses you have incurred. 

And things keep changing….  As charts above indicate, things have’nt really changed much in the last little while.  No one person or advisor will be able to predict the length or extent of the current market irregularities, only time and wise investment strategies will prevail.  Keep tabs on my personal mutual fund investments and strategies posts to not only safeguard your personal portfolio during market downturns, but also to maximize your returns when markets are on the upswing.

One stop shopping saves time…..This may be the only FREE web page available to provide this amount of investment information  on one site. 

For  a Mutual Fund Wealth Investment Strategy that will lead to successful investing  (read top right of this page)  http://www.mutualfundwealth.com/mutual-fund-wealth-strategy/ 

•••Best Performing Sectors re: Mutual Fund Investments••• Current Market Data & other information that may affect/enhance performance of mutual funds  held in your personal portfolio.  (Peruse entire web page for other investment opportunities that may be available to you.)

Past 1 month:  Can. Long Term Fixed Income Funds

Past 1 month:  N/A

Past 3 months:  Precious Metal Equity Funds

Past 3 months:  Can. Long Term Fixed Income Funds.  (lack lustre at best.)

Of course there is no guarantee that these fund categories as listed above will continue to be leading sectors of the global market place.  Updates will be posted on a weekly basis.

Personal Portfolio Holdings:

100%  Cash.     A few week’s ago I  stated that Global and North American markets hardly flinched following recent negative news re: Goldman Sach’s / Greece etc.  and I would expect to become re-invested in mutual funds associated with the best performing sectors of the global market place in the very near future.  Well since that time, the market place certainly didn’t give me any assurance that present tumultuous conditions are going away any time soon.  Since selling my equity positions the Dow has dropped nearly 2000 points and the TSE is down 500 or so points.   Conclusion: I don’t see any need to get back into equity funds at this time and be subject to unnecessary risks in the short term.  Volatility is an ugly – ugly  word……An alternate investment strategy may come into play shortly that will reflect current  global market conditions.  For those that have visited this web page and read my investment strategies and have not followed advice accordinly, I truly feel sorry for the losses you have incurred. 

And things keep changing….  As charts above indicate, things are going from bad to worse except for nat.gas prices.  No one person or advisor will be able to predict the length or extent of the current market irregularities, only time and wise investment strategies will prevail.  Keep tabs on my personal mutual fund investments and strategies posts to not only safeguard your personal portfolio during market downturns, but also to maximize your returns when markets are on the upswing.

One stop shopping saves time…..This may be the only FREE web page available to provide this amount of investment information  on one site. 

For  a Mutual Fund Wealth Investment Strategy that will lead to successful investing  (read top right of this page)  http://www.mutualfundwealth.com/mutual-fund-wealth-strategy/ 

•••Best Performing Sectors re: Mutual Fund Investments••• Current Market Data & other information that may affect/enhance performance of mutual funds  held in your personal portfolio.  (Peruse entire web page for other investment opportunities that may be available to you.)

Past 1 month:  Can. Long Term Fixed Income Funds

Past 1 month:  N/A

Past 3 months:  Precious Metal Equity Funds

Past 3 months:  Not much else worth mentioning

Of course there is no guarantee that these fund categories as listed above will continue to be leading sectors of the global market place.  Updates will be posted on a weekly basis.

Personal Portfolio Holdings:

100%  Cash.     A few week’s ago I  stated that Global and North American markets hardly flinched following recent negative news re: Goldman Sach’s / Greece etc.  and I would expect to become re-invested in mutual funds associated with the best performing sectors of the global market place in the very near future.  Well since that time, the market place certainly didn’t give me any assurance that present tumultuous conditions are going away any time soon.  Since selling my equity positions the Dow has dropped nearly 1200 points and the TSE is down 400 or so points.   Conclusion: I don’t see any need to get back into equity funds at this time and be subject to unnecessary risks in the short term.  Volatility is an ugly – ugly  word……An alternate investment strategy may come into play shortly that will reflect current  global market conditions. 

And things keep changing….  As charts above indicate, things are going from bad to worse.  No one person or advisor will be able to predict the length or extent of the current market irregularities, only time and wise investment strategies will prevail.  Keep tabs on my personal mutual fund investments and strategies posts to not only safeguard your personal portfolio during market downturns, but also to maximize your returns when markets are on the upswing.

One stop shopping saves time…..This may be the only FREE web page available to provide this amount of investment information  on one site. 

•••Best Performing Sectors re: Mutual Fund Investments••• Current Market Data & other information that may affect/enhance performance of mutual funds  held in your personal portfolio.  (Peruse entire web page for other investment opportunities that may be available to you.)

Past 1 month:  Global Fixed Income Funds

Past 1 month:  Canadian Fixed Income Funds

Past 3 months:  Precious Metal Equity Funds

Past 3 months:  Not much else worth mentioning

Of course there is no guarantee that these fund categories as listed above will continue to be leading sectors of the global market place.  Updates will be posted on a weekly basis.

Personal Portfolio Holdings:

100%  Cash.     A few week’s ago I  stated that Global and North American markets hardly flinched following recent negative news re: Goldman Sach’s / Greece etc.  and I would expect to become re-invested in mutual funds associated with the best performing sectors of the global market place in the very near future.  Well since that time, the market place certainly didn’t give me any assurance that present tumultuous conditions are going away any time soon.  Since selling my equity positions the Dow has dropped nearly 1200 points and the TSE is down 1000 or so points.   Conclusion: I don’t see any need to get back into equity funds at this time and be subject to unnecessary risks in the short term.  Volatility is an ugly – ugly  word……An alternate investment strategy may come into play shortly that will reflect current  global market conditions. 

And things keep changing….  As charts above indicate, things are going from bad to worse.  No one person or advisor will be able to predict the length or extent of the current market irregularities, only time and wise investment strategies will prevail.  Keep tabs on my personal mutual fund investments and strategies posts to not only safeguard your personal portfolio during market downturns, but also to maximize your returns when markets are on the upswing.

One stop shopping saves time…..This may be the only FREE web page available to provide this amount of investment information  on one site. 

•••Best Performing Sectors re: Mutual Fund Investments••• Current Market Data & other information that may affect/enhance performance of mutual funds  held in your personal portfolio.  (Peruse entire web page for other investment opportunities that may be available to you.)

Past 1 month:  Precious Metal Equity Funds

Past 1 month:  Nothing else really stands out

Past 3 months:  Precious Metal Equity Funds

Past 3 months:  U.S. Sm/Mid Cap Equity Funds  (a distant second placement)

Of course there is no guarantee that these fund categories as listed above will continue to be leading sectors of the global market place.  Updates will be posted on a weekly basis.

Personal Portfolio Holdings:

100%  Cash.     A few week’s ago I  stated that Global and North American markets hardly flinched following recent negative news re: Goldman Sach’s / Greece etc.  and I would expect to become re-invested in mutual funds associated with the best performing sectors of the global market place in the very near future.  Well since that time, the market place certainly didn’t give me any assurance that present tumultuous conditions are going away any time soon.  Since selling my equity positions the Dow has dropped nearly 600 points and the TSE is down 200 or so.   Conclusion: I don’t see any need to get back into equity funds at this time and be subject to unnecessary risks in the short term.  Volatility is an ugly – ugly  word……An alternate investment strategy may come into play shortly that will reflect current  global market conditions. 

And things keep changing….  No one person or advisor will be able to predict the length or extent of the current market irregularities, only time and wise investment strategies will prevail.