2009 May | Financial Investment Services

Archive for May, 2009

Market & Mutual Fund Weekly Wrap Up including Gold-Oil-Precious Metals-Nat.Gas…

Sunday, May 31st, 2009

Please feel free to visit this site often, as information on this web page changes on a regular basis.  Remember knowledge is key…

•  Best Performance Sector of the Global Market Place:
1 month:  Precious Metal Equity Funds.
1 month:  Natural Resource Equity Funds.
 
3 month:  Financial Services Equity Funds.
3 month:  Emerging Markets Equity Funds.
3 month:  Global Sm/Med Cap [...]

Income Trust Funds Terminated from TD Asset Management fund offerings…

Friday, May 29th, 2009

• TD Asset Management Inc. Canada’s largest investment management firm, will no longer offer three income trust funds to their clients.  Will other mutual fund companies follow suit?  Apparently investors are no longer interested in these types of funds in todays ever changing global economic climate.  (see article)

Best Performing Sectors of the International & Global Market Place posted weekly…

Tuesday, May 26th, 2009

• Best performing equity sectors much more information are posted here on a  weekly basis.  If you take time to examine all areas of this site including “mutual fund wealth strategy” the way you investment and returns achieved could change dramatically in the future.

Market & Mutual Fund Weekly Wrap Up including Gold-Oil-Precious Metals-Nat.Gas…

Sunday, May 24th, 2009

• Best Performance Sectors / Mutual Funds:
1 month:  Precious Metals Equity Funds
1 month:  Nat. Resources Equity Funds  (distant second at this time)
 
3 month:  Financial Services Equity Funds  (continued strength)
3 month:  Emerging Markets Equity Funds (still up there)
3 month:  Global Sm/Med Cap Equity funds
 
Personal Portfolio Holdings:
50%  Creststreet Alternative Energy Fund  (see chart)
25%  Renaissance China Plus Fund  (see chart)
20%  [...]

Owning Credit Cards to Become More Expensive / Less Attrative Soon…

Tuesday, May 19th, 2009

•In the very near future, credit card perks such as cash back & rewards programs may end and systematically  be replaced by annual fees, new hidden fees and even higher rates of interest.  (read story)

Market & Mutual Fund Weekly Wrap Up including Gold-Oil-Precious Metals-Nat.Gas…

Sunday, May 17th, 2009

• Best Performance Sectors/Mutual Funds:
1 month:  Global Sm./Med. Cap Equity Funds
1 month:  Precious Metals Equity Funds
 
3 month:  Financial Services Equity Funds
3 month:  Greater China Equity Funds
3 month:  Emerging Markets Equity Funds
 
Personal Portfolio Holdings:
50 percent Creststreet Alternative Energy Fund (see chart)
25 percent Renaissance China Plus Fund  (see chart)
20 percent Dynamic Precious Metals Fund (see chart)
5  percent [...]

World Oil Demand Drying Up?

Thursday, May 14th, 2009

•According to the International Energy Agency demand for world oil is dropping sharply.  The I.E.A suggests demand will drop by 2.56 million barrels per day and current price increases are unwarranted.  (read story)
 
Personally, I believe crude oil prices and amounts being charged  at the pump will continue to rise in the short term.  Historically consumers get the shaft during the months [...]

Market & Mutual Fund Weekly Wrap Up including Gold-Oil-Precious Metals-Nat.Gas…

Sunday, May 10th, 2009

Best Performance Sectors/Mutual Funds:
1 month:  Financial Services Equity Funds.
1 month:  Global Sm/Med Cap Equity Funds.
1 month:  Canadian Sm/Med Cap Equity Funds.
 
3 month:  Financial Services Equity Funds.
3 month:  Greater China Equity Funds.
3 month:  Emerging Markets Equity Funds.
 
Personal Portfolio Holdings:
50 percent:  Creststreet Alternative Energy Fund.  (see chart)
25 percent:  Dynamic Precious Metals Fund.  (see chart)
25 percent:  Renaissance China Plus Fund.  [...]

Significant Market Recovery To Continue? Thats the question everyone wants answered.

Thursday, May 7th, 2009

Significant recovery in global  markets may indeed continue gaining back more of the  losses suffered during  last years financial crisis.  A recent well written article would suggest this market rally could actually continue as many factors globally show significant improvements.  (see article)
 
As pointed out in this article, there are many skeptics of course, there always will be….

Market & Mutual Fund Weekly Wrap Up including Gold-Oil-Precious Metals-Nat. Gas…

Sunday, May 3rd, 2009

Best Performance Sectors/Mutual Funds: 
1 month:  Global sm/med cap equity funds
1 month:  Financial Services equity funds
1 month:  Real Estate equity funds
• Fund for consideration:  Manulife Global Real Estate Fund
 
3 month:  Greater China Equity Funds
3 month:  Emerging Markets Funds
•Fund for consideration:  Fidelity China Series A Fund 
 
Personal Portfolio Holdings:
50 percent:  Creststreet Alternative Energy  (see chart)
25 percent:  Dynamic Precious Metals  (see chart)
25 percent:  [...]