DougT | Financial Investment Services

Author Archive

Mutual Fund Wealth update…Nov.28, 2011

Monday, November 28th, 2011

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.

Mutual Fund Wealth Update…Nov.13, 2011

Sunday, November 13th, 2011

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.

Mutual Fund Wealth Update..Nov. 06, 2011

Sunday, November 6th, 2011

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 [...]

Mutual Fund Wealth Holdings Update

Thursday, July 28th, 2011

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 [...]

Mutual Fund Wealth Update…May 18, 2011

Thursday, May 19th, 2011

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 [...]

Mutual Fund Wealth Update: Apr. 08, 2011

Thursday, April 7th, 2011

Personal Portfolio Holdings:
 
For those that follow this web page for my personal portfolio holdings:  I have moved my money market funds to cash and have recently invested in the  Bissett Energy Fund.  (chart)
My charts have recently changed direction and indicate an upswing in market activity.  Global and International news would suggest this might not be the best time [...]

Mutual Fund Wealth Update: April 02, 2011

Sunday, April 3rd, 2011

Personal Portfolio Holdings:
Complete portfolio holdings are still in money market positions.  Global unrest is certainly disturbing at this time, but it appears markets are prepared to disregard these issues and move forward.  Another positive sign is that my personal charts, that reflect the health and future direction of the market place, appear to be  settling into positive territory [...]

Mutual Fund Wealth Update…March 09, 2011

Thursday, March 10th, 2011

Personal Portfolio:
At this time, my personal buy – sell charts indicate a market correction of some magnitude is about to take place, so a quick phone call was made to my Financial Advisor requesting all equity positions in my portfolio be sold and moved to Money Market.  Unfortunately, I don’t believe anyone can predict how severe this correction will be [...]

Mutual Fund Wealth Update…..Feb. 20, 2011

Sunday, February 20th, 2011

Personal Portfolio Holdings:  No changes to report at this time. 
 All mutual funds held in my portfolio are doing very well.   As global financial conditions change going forward, adjustments to my positions will be posted on this site………See prior posts for specifics.

Mutual Fund Wealth Update Feb. 11, 2011

Saturday, February 12th, 2011

My Personal Mutual Fund Holdings remain the same from last postings.  Asset value of my positions continue to increase in value approximately four percent per month.  This isn’t anything new,  attesting to the fact my Mutual Fund Investment Strategies really do create wealth.
Please feel free to check out my investments periodically for updates and any other [...]