Financial Investment Services

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:  U.S. Sm/Mid Cap Equity Funds

Past 1 month:  Canadian Div. & Income Funds

Past 3 months:  Precious Metal Equity Funds

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.  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. 

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:  U.S. Sm/Mid Cap Equity Funds

Past 3 months:  Precious Metal Equity Funds

Past 3 months:  U.S. Sm/Mid Cap Equity Funds

Past 3 months:  Financial Services Equity Funds

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.     Last week’s post 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 this past week, the market place certainly didn’t give me any assurance that present tumultuous conditions are going away any time soon.  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 word…… 

And things keep changing….  The DOW 11,000 mark now seems to be in jeopardy.

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:  U.S. Sm/Mid Cap Cap Equity Funds

Past 1 month:  Natural Resources Equity Funds

Past 3 months:  U.S. Sm/Mid Cap Equity Funds

Past 3 months:  Precious Metal Equity Funds

Past 3 months:  Can. Dividend & Income Equity Funds 

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.   Given that Global and North American markets hardly flinched following recent negative news re: Goldman Sach’s / Greece etc.  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.

(Former investments in equity funds)   

 Mavrix Explorer Fund  (chart) 

Sentry Select Mining Opportunities Fund  (chart)

Excel Emerging Market Europe Fund  (chart)   

Front Street Growth Fund  (chart)

Front Street Special Opportunities Fund  (chart)

Bissett Microcap Fund  (chart)

Bissett Energy Fund  (chart)

What a week.. I really believed market & commodity prices were about to take a breather on any negative news.  They did just that a week ago, but seem destined to push higher now that the DOW has stabilized above the 11,000 mark.

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 Sm/Mid Cap Equity Funds

Past 1 month:  U.S. Sm/Mid Cap Cap Equity Funds

Past 3 months:  U.S. Sm/Mid Cap Equity Funds

Past 3 months:  Can. Dividend & Income Equity Funds 

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.  Sold all positions listed below.  Although I certainly believe the global and north american markets will continue on a stable and upward climb, all recent negative business news regarding Goldman Sachs troubles-The potential for further suits and a renewed push toward tighter regulations-Heavy losses in energy, materials and capital goods makes me believe a pause or market correction of some sort may be imminent.  

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.

(Not necessarily these same funds)   

Mavrix Explorer Fund  (chart) 

Sentry Select Mining Opportunities Fund  (chart)

Excel Emerging Market Europe Fund  (chart)   

Front Street Growth Fund  (chart)

Front Street Special Opportunities Fund  (chart)

Bissett Microcap Fund  (chart)

Bissett Energy Fund  (chart)

I believe market & commodity prices are about to take a breather.  Having said that, my investment positions as listed above have been moved to cash holdings.

•••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:  Global Sm/Mid Cap Equity Funds

Past 3 months:  Can. Income Trust Equity Funds

Past 3 months:  U.S. Sm/Mid Cap Equity Funds 

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:

Mavrix Explorer Fund  (chart) 

Sentry Select Mining Opportunities Fund  (chart)

Excel Emerging Market Europe Fund  (chart)   

Front Street Growth Fund  (chart)

Front Street Special Opportunities Fund  (chart)

Bissett Microcap Fund  (chart)

Bissett Energy Fund  (chart)

The price of  Nat. Gas has decreased significantly from one month ago.  All other commodity prices continue to rise along with North American Markets.  This trend could continue for awhile.

•••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 Sm/Mid Cap Equity Funds

Past 1 month:  Emerging Markets Equity Funds

Past 3 months:  Can. Income Trust Equity Funds

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

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:

Mavrix Explorer Fund  (chart) 

Sentry Select Mining Opportunities Fund  (chart)

Excel Emerging Market Europe Fund  (chart)   

Front Street Growth Fund  (chart)

Front Street Special Opportunities Fund  (chart)

Bissett Microcap Fund  (chart)

Bissett Energy Fund  (chart)

The price of oil increased significantly last week, the only commodity not showing a significant price increase would be natural gas.  Will it remain at these levels?  It’s possible.

•••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 Sm/Mid Cap Equity Funds

Past 1 month:  U.S. Sm/Mid Cap Equity Funds

Past 3 months:  Can. Income Trust Equity Funds

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

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:

Mavrix Explorer Fund  (chart) 

Sentry Select Mining Opportunities Fund  (chart)

Excel Europe Fund  (chart)   Keeping an eye on this one for possible change

Front Street Growth Fund  (chart)

Front Street Special Opportunities Fund  (chart)

Bissett Microcap Fund  (chart)

Bissett Energy Fund  (chart)

The pricing of oil seems to be the only laggard at this time.  Will it remain at these levels for a few more months until summer prices begin?  It’s possible.

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

Past 1 month:  Japanese Equity Funds  (Could be short lived)

Past 1 month:  Asia Pacific Ex Japan Equity Funds

Past 3 months:  Can. Income Trust Equity Funds

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

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:

Mavrix Explorer Fund  (chart) 

Sentry Select Mining Opportunities Fund  (chart)

Excel Europe Fund  (chart)   Keeping an eye on this one for possible change

Front Street Growth Fund  (chart)

Front Street Special Opportunities Fund  (chart)

Bissett Microcap Fund  (chart)

Bissett Energy Fund  (chart)

Markets continue trending upwards steadily.  Gold and Nat.Gas giving up some value from one month earlier.

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

Past 1 month:  U.S. Sm/Mid Cap Equity Funds

Past 1 month:  Can. Dividend & Income Funds

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

Past 3 months:  Can. Income Trust Equity Funds

Past 3 months:  Can. Focused Small Cap Funds

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.  

Market information listed below and my personal charting system indicate current conditions appear to have stabilized and therefore should continue trending upwards.

•Personal Portfolio Holdings:

Equity Positions:

Mavrix Explorer Fund–Front Street Growth Fund–Front Street Special Opportunities Fund–Sentry Select Mining Opportunities Fund–Excel Emerging Market Europe Fund–Bissett Micro Cap A–Bissett Energy A.  Note:  Emerging Market Funds globally have not performed well lately, and I may have to move them to other equity positions if this trend continues.

Sorry, but platinum and palladium data wasn’t available at time of posting.

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

Prior 1 month:  Natural Resources Equity Funds

Prior 1 month:  US Sm/Mid Cap Equity Funds 

Prior 1 month:  Canadian Equity Funds 

Prior 3 months:  Can. Income Trust Funds

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

Prior 3 months:  Can. Focused Small Cap Equity Funds

Personal Portfolio Holdings:

Mavrix Explorer Fund  (chart)

Sentry Select Mining Opportunities Fund  (chart)

Excel Emerging Europe Fund  (chart) 

Note:  Emerging Markets not performing as hoped at this time.  May move to another fund.

Front Street Growth Fund  (chart)

Front Street Special Opportunities Fund  (chart)

Bissett Micro Cap A Fund  (chart)

10 Percent Cash Holdings

Markets continue to show strength.  Considering that the Dow and TSX were at the 14000 ish level prior to the dramatic global market collapse two years ago, significant gains have been made since then and I expect will continue upward to those levels again.  I doubt that 14000 level will be reached this fiscal year, possibly the following year.  My opinion only…