Financial Investment Services & Mutual Funds by MutualFundWealth.com - Part 2

• Best Performing Sectors Re:  Mutual Fund Investments.  Current Market Place Data & other information that may affect / enhance mutual fund performance.  (Please peruse entire web page for other investment opportunities that may be available to you)

 

Previous 1 month:  Canadian Focused Small Cap Equity Funds

Previous 1 month:  Science & Technology Equity Funds

 

Previous 3 months:  Precious Metals Equity Funds

Previous 3 months:  Can Sm/Mid Cap Equity Funds

 

•Personal Portfolio Holdings:

AIC Global Advantage Fund

AIC Sm/Mid Cap Fund

Mavrix Explorer Fund

Front Street Growth Fund

Front Street Special Opportunities Fund

Templeton Global Small Cap Fund

 

Weekly Market Wrap Up
MARKETS This Week 1 Week Ago 1 Month Ago
Dow Jones 10,428.05  10.520.10  10,388.90 
TSX 11,746.11  11.754.61 11,510.80
Nasdaq 2,269.15 2.285.69  2,194.35 
Venture 1,520.72 1.469.58  1,450.46 
S&P 1,115.10 1.126.48  1,105.98 
METALS This Week 1 Week Ago 1 Month Ago
Gold $1,095.20 $1,104.50 $1,169.00
Silver $16.82 $17.32 $18.50
Platinum $1,460.00 $1,456.00 $1,449.70
Palladium $407.25 $377.00 $377.60
Oil & Gas This Week 1 Week Ago 1 Month Ago
Oil $79.36 $77.10 $76.10
Nat Gas $5.57 $5.78 $4.59

As we enter into another year, markets and precious metals have stabilized after making significant gains during 2009.  Energy prices on the other hand currently show no sign of slowing.

• Best Performing Sectors of the Global Market Place & other data that may affect mutual fund performance today and going forward into 2010.  Be sure to check all areas of this web page for other interesting/alternative investment possibilities. 

Previous 1 month:  US Sm/Mid Cap Equity Funds  (making a comeback?)

Previous 1 month:  Can. Focused Small Cap Equity Funds

Previous 1 Month:  Science & Technology Equity Funds

 

Previous 3 months:  Precious Metal Equity Funds (still attractive)

Previous 3 months:  Can Sm/Mid Cap Equity Funds

Previous 3 months:  Can. Focused Small Cap Equity Funds

 

Personal Portfolio Holdings:  As most mutual fund’s prospectus dictate that a fund must be held for 90 days prior to selling of that fund to avoid a possible short selling fee, I plan to hold my current positions for another two weeks or so prior to making changes.

Weekly Market Wrap Up
MARKETS This Week 1 Week Ago 1 Month Ago
Dow Jones 10,520.10 10,328.89 10,309.92
TSX 11,754.61 11,463.40 11,464.41
Nasdaq 2,285.69 2,211.69  2,138.44 
Venture 1,469.58 1,430.20  1,405.60
S&P 1,126.48 1,102.47  1,091.49 
METALS This Week 1 Week Ago 1 Month Ago
Gold $1,104.50 $1,110.80 $1,177.80
Silver $17.32 $17.30 $18.24
Platinum $1,456.00 $1,429.30 $1,446.90
Palladium $377.00 $366.25 $362.65
Oil & Gas This Week 1 Week Ago 1 Month Ago
Oil $77.10 $73.36 $75.97
Nat Gas $5.78 $5.78 $5.19

• Some Best Performing Sectors re:  Mutual Fund Investments and other info that may affect mutual fund investments and performance.

 

Previous 1 month:  Precious Metal Equity Funds

Previous 1 month:  Health Care Equity Funds

 

Previous 3 months:  Can. Sm/Mid Cap Equity Funds

Previous 3 months:  Precious Metal Equity Funds

Previous 3 months:  Can. Focused Sm. Cap Equity Funds

 

Personal Portfolio Holdings:  No changes at this point

 

Weekly Market Wrap Up
MARKETS This Week 1 Week Ago 1 Month Ago
Dow Jones 10,328.89  10,471.50  10,318.16
TSX 11,463.40  11,423.93  11,579.33 
Nasdaq 2,211.69 2,190.31  2,146.04 
Venture 1,430.20 1,417.11  1,408.06 
S&P 1,102.47 1,106.41  1,091.38 
METALS This Week 1 Week Ago 1 Month Ago
Gold $1,110.80 $1,119.50 $1,148.50
Silver $17.30 $17.07 $18.44
Platinum $1,429.30 $1,422.70 $1,438.70
Palladium $366.25 $360.90 $364.35
Oil & Gas This Week 1 Week Ago 1 Month Ago
Oil $73.36 $69.87 $76.90
Nat Gas $5.78 $5.16 $4.32

• Best Performance Market Sectors re: Mutual Fund Investments-Current Market Place Information that may affect the performance of your personal investment portfolio(s)  Feel free to check all areas of this web page for alternative investment choices and ideas.

Previous 1 month:

Health Care Equity Funds

 

Previous 3 months:

Emerging Market Equity Funds

Can. Sm/Mid Cap Equity Funds

Precious Metals and Natural Resources Equities have taken a breather from the torrid rising prices we have seen the last two months.  I would expect some profit is being taken at these high levels and fiscal year ends could also be a factor regarding lower prices at this time. 

 

• Personal Portfolio Holdings:

No changes from last week, but looking to moving some funds into different areas of the market place in the coming weeks.

 

Weekly Market Wrap Up
MARKETS This Week 1 Week Ago 1 Month Ago
Dow Jones 10,471.50 10,388.90 10,270.47
TSX 11,423.93 11,510.80 11,407.68
Nasdaq 2,190.31 2,194.35  2,167.88 
Venture 1,417.11 1,450.46  1,359.90 
S&P 1,106.41 1,105.98  1,093.48
METALS This Week 1 Week Ago 1 Month Ago
Gold $1,119.50 $1,169.00 $1,116.70
Silver $17.07 $18.50 $17.38
Platinum $1,422.70 $1,449.70 $1,385.50
Palladium $360.90 $377.60 $356.75
Oil & Gas This Week 1 Week Ago 1 Month Ago
Oil $69.87 $76.10 $76.35
Nat Gas $5.16 $4.59 $4.39

• Best Performing Sectors of the Global Market Place re: Mutual Fund Investments.  Current market data / information that may affect returns in your portfolio going forward.

Previous 1 month: 

Precious Metals Equity Funds

Emerging Market Equity Funds

 

Previous 3 months:  

Precious Metals Equity Funds

Emerging Markets Equity Funds

Can. Sm/Mid Cap Equity Funds

••Precious Metal Equities continue to lead the way regarding returns on investments.  At this time, I hesitate to consider the shiny stuff a rational or safe place to put my money.  A friend recently suggested to me that gold could go as high as two thousand dollars.  I personally feel gold prices are inflated and will drop to under one thousand before reaching the two thousand buck level.

 

Personal Portfolio Holdings:

AIC Global Advantage Fund  (chart) 

AIC Sm/Mid Cap Fund  (chart) 

Mavrix Explorer Fund  (chart)

Front Street Growth Fund  (chart) 

Front Street Special Opportunities Fund (chart) 

Templeton Global Small Co’s  (chart)

I would expect to make some changes within my portfolio in the next month or so, as the 90 day short trading time for each fund will have elapsed.

Weekly Market Wrap Up
MARKETS This Week 1 Week Ago 1 Month Ago
Dow Jones 10,388.90 10,309.92 10,023.42
TSX 11,510.80 11,464.41 11,250.42
Nasdaq 2,194.35 2,138.44  2,112.44 
Venture 1,450.46 1,405.60  1,340.62 
S&P 1,105.98 1,091.49  1,069.30 
METALS This Week 1 Week Ago 1 Month Ago
Gold $1,169.00 $1,177.80 $1,095.70
Silver $18.50 $18.24 $17.37
Platinum $1,449.70 $1,446.90 $1,345.00
Palladium $377.60 $362.65 $331.75
Oil & Gas This Week 1 Week Ago 1 Month Ago
Oil $76.10 $75.97 $77.65
Nat Gas $4.59 $5.19 $4.60

• Best Performing Sectors of the Global Market Place re: Mutual Fund Investments.  Current Market Numbers and other information can be found on this web page that may affect and or enhance your personal portfolio performance.

 

• Best Performing Sectors:

1 month:  Precious Metals Equity Funds (again)

 

3 month:  Precious Metals Equity Funds

3 month:  Can. Sm/Mid Cap Equity Funds

3 month:  Natural Resources Equity Funds

 

Personal Portfolio Holdings:

No changes from previous week.

 

Weekly Market Wrap Up
MARKETS This Week 1 Week Ago 1 Month Ago
Dow Jones 10,309.92 10,318.16  9,712.73
TSX 11,464.41 11,579.33 10,910.75
Nasdaq   2,138.44   2,146.04   2,045.11 
Venture   1,405.60   1,408.06   1,291.41 
S&P   1,091.49   1,091.38   1,036.19 
METALS This Week 1 Week Ago 1 Month Ago
Gold $1,177.80 $1,148.50 $1,044.70
Silver $   18.24 $    18.44 $    16.25
Platinum $1,446.90 $1,438.70 $1,335.00
Palladium $ 362.65 $  364.35 $   323.25
Oil & Gas This Week 1 Week Ago 1 Month Ago
Oil $75.97 $76.90 $76.99
Nat Gas $ 5.19 $ 4.32 $ 5.01

 

All Markets dipped slightly during past week possibly due to the current Dubai monetary situation.  I believe most would agree this contentious circumstance will be rectified in the very near future and markets will continue to show strength through year end.  Precious Metal prices continue to rise on any weakness in the market place.

 

Doug T…….The mutual fund guy

•Best Performing Market Place Sectors re:  Mutual Fund Investments that could significantly affect your personal portfolio choices going forward.  Check entire site for further investment alternatives as the become available.

1 month:  Precious Metals Mutual Funds

1 month:  Greater China Mutual Funds

1 month:  Health Care Mutual Funds

 

3 month:  Precious Metals Mutual Funds

3 month:  Natural Resources Mutual Funds

 

•Personal Portfolio Holdings:

No changes from prior postings

 

Weekly Market Wrap Up
MARKETS This Week 1 Week Ago 1 Month Ago
Dow Jones 10,318.16 10,270.47 9,972.18
TSX 11,579.33 11,407.68 11,382.13
Nasdaq 2,146.04 2,167.88  2,154.47 
Venture 1,408.06 1,359.90  1,333.91 
S&P 1,091.38 1,093.48  1,079.60 
METALS This Week 1 Week Ago 1 Month Ago
Gold $1,148.50 $1,116.70 $1,055.00
Silver $18.44 $17.38 $17.68
Platinum $1,438.70 $1,385.50 $1,364.60
Palladium $364.35 $356.75 $337.00
Oil & Gas This Week 1 Week Ago 1 Month Ago
Oil $76.90 $76.35 $79.64
Nat Gas $4.32 $4.39 $4.78

Peruse this FREE web page in it’s entirety for investment data that could add significant value to your portfolio.

 

•Best Performing Sectors of the Global Market Place

1 month:  Greater China Equity Funds

3 month:  Precious Metal Equity Funds

3 month:  Can. Sm/Mid Cap Equity Funds

3 month:  Natural Resource Equity Funds

 

Personal Investment Portfolio Holdings:

AIC Global Advantage Fund (chart)

AIC Sm/Mid Cap Fund  (chart)

Mavrix Explorer Fund  (chart)

Front Street Growth Fund  (chart)

Front Street Special Opportunities Fund  (chart)

Templeton Global Small Co’s Fund  (chart)

It would appear that China is once again about to be a leading sector in the Global Market Place.  I believe other BRIC countries and Latin America Funds will also do well in coming months.

 

 

Weekly Market Wrap Up
MARKETS This Week 1 Week Ago 1 Month Ago
Dow Jones 10023.42  9712.73  9864.94 
TSX 11250.42  10910.75  11436.92 
Nasdaq 2112.44 2045.11  2139.28 
Venture 1340.62 1291.41  1307.35 
S&P 1069.30 1036.19  1071.49 
METALS This Week 1 Week Ago 1 Month Ago
Gold $1,095.70 $1,044.70 $1,049.20
Silver $17.37 $16.25 $17.67
Platinum $1,345.00 $1,335.00 $1,340.00
Palladium $331.75 $323.25 $323.75
Oil & Gas This Week 1 Week Ago 1 Month Ago
Oil $77.65 $76.99 $72.29
Nat Gas $4.60 $5.01 $4.77

• Best Performing Sectors re: Mutual Fund Investments:

1 month:  Greater China Equity Funds

1 month:  Can. Sm/Mid Cap Equity Funds

 

3 month:  Can Sm/Mid Cap Equity Funds

3 month:  Precious Metals Equity Funds

After losing favor in recent months, China equity funds may become popular and profitable going forward.  Numbers in the coming weeks should prove interesting.

 

• Personal Portfolio Holdings:

No changes from last week.

This may be the only site available that provides current market place news &  mutual fund investment information together, that may affect the performance and value of your investments.   Check out entire site for investment possibilities.

 

Weekly Market Wrap Up
MARKETS This Week 1 Week Ago 1 Month Ago
Dow Jones 9712.73 9972.18  9487.67 
TSX 10910.75  11382.13  10958.33 
Nasdaq 2045.11 2154.47  2048.11 
Venture 1291.41 1333.91  1244.12 
S&P 1036.19 1079.60  1025.21 
METALS This Week 1 Week Ago 1 Month Ago
Gold $1,044.70 $1,055.00 $1,002.60
Silver $16.25 $17.68 $16.46
Platinum $1,335.00 $1,364.60 $1,287.00
Palladium $323.25 $337.00 $299.50
Oil & Gas This Week 1 Week Ago 1 Month Ago
Oil $76.99 $79.64 $69.68
Nat Gas $5.01 $4.78 $4.71

In spite of  the sell off  late in the week, market numbers reflect only a slight drop in value.  When compared to one month ago, market value has remained more or less stable.  I understand the late sell off was partly due to investors year end financial situations.  A market rebound next week would probably signify that markets are heading higher in the near term.

• Best Performing Sectors re: Mutual Fund Investments & other  information that may affect overall performance and returns.

1 month:  Natural Resources Funds

1 month:  Can. SM/Mid Cap Equity Funds

1 month:  Emerging Markets Equity Funds

 

3 month:  Can. Sm/Mid Cap Equity Funds

3 month:  Natural Resources Equity Funds

3 month:  Precious Metal Equity Funds 

 

 Personal Portfolio Holdings

AIC Global Advantage Equity Fund  (chart)

AIC Amer.  Sm/Mid Cap Equity Fund  (chart)

Mavrix Explorer Fund  (chart)

Front Street Growth Fund B (chart)

Front Street Special Opportunities Fund  (chart)

Templeton Global Small Co’s  (chart)

• With these holdings, I anticipate the value of my portfolio will  increase in value by approximately one + percent per week.  Stay informed and peruse entire site, remember investment knowledge is the key to profitability. 

Weekly Market Wrap Up
MARKETS This Week 1 Week Ago 1 Month Ago
Dow Jones 9972.18  9995.91  9665.19
TSX 11382.13  11504.76  11212.39
Nasdaq 2154.47 2156.80  2090.92
Venture 1333.91 1331.57  1259.64
S&P 1079.60 1087.68  1044.38
METALS This Week 1 Week Ago 1 Month Ago
Gold $1055.00 $1052.20 $990.70
Silver $17.68 $17.52 $16.05
Platinum $1364.60 $1351.70 $1276.30
Palladium $337.00 $329.85 $294.55
Oil & Gas This Week 1 Week Ago 1 Month Ago
Oil $79.64 $78.67 $66.09
Nat Gas $4.78 $4.79 $3.96

 

As you can see, markets - energy& precious metal prices remained stable from one week ago in spite of the substantial sell off on Friday and numbers are  higher than they were a month ago.  I would expect markets to gain strength through the end of this year.