Financial Investment Services

•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:  Can. Dividend & Income Funds

Prior 1 month:  Can. Income Trust Funds

Prior 3 months:  Can. Income Trust Funds

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

Personal Portfolio Holdings:

No changes from previous week

Markets appear relatively stable at present & showing significant gains from previous months data.  I take this to be a good thing.

Meet & monitor The Naked Buck site hosted by Stephen Hill for pertinent easy to understand investment advice.  Information from this site helps ordinary investors make rational investment decisions.  Great  information.  http://thenakedbuck.com/blog/

•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:  Can. Income Trust Funds

Past 1 month:  Can. Dividend & Income Funds

Past 3 months:  Can. Income Trust Funds

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

Past 3 months:  Can. Focused Small Cap Funds

Of course while there is no guarantee that these fund categories as listed above will continue to be leading sectors of the global market place.  

Market information listed below would indicate current trends seem to have stabilized and should continue trending upwards.

•Personal Portfolio Holdings:

75% Equity positions

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

25% Cash

• 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:  Can. Fixed Income Funds

Previous 3 months:  Can Sm/Mid Cap Equity Funds

Previous 3 months:  Can. Income Trust Funds

Current Personal Portfolio Holdings:

A mix of  cash and equity funds.  No change from prior week(s)

As markets improve some adjustments to my portfolio will follow.

• Current Market Place - Investment Data and other information that may affect / enhance mutual fund performance.  (Please feel free to peruse entire web page for any investment opportunities that may be available to you.)

Best Performing Sectors re: Mutual Fund Investments:

Previous 1 month:  Global Fixed Income Funds: these should be attractive to conservative investors.

Previous 3 months:  Can. Income Trust Funds:  Also attractive for all  conservative investment types.

Previous 3 months:  Can. Sm/Mid Cap Equity Funds:  These funds are still hanging in there despite the uncertainty shown in the market place during the last few weeks.  More aggressive funds that are sure to pay dividends going forward.

•Personal Portfolio Holdings:  No changes from prior week, still holding a mix of cash and equity funds.  If market and commodity prices continue to drop from their current levels, one would have to believe further economic recovery will be further down the road than most anticipated.

• Best Performing Sectors re: Mutual Fund Investments-Current Market Place Data and 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:  Equity positions are currently not in a favorable position at this time

Previous 3 months:  Health Care Equity Funds

Personal Portfolio Holdings:

Due to current erratic market conditions, some monies are in cash and remaining equity positions are being monitored at this time.  A further decline in the market place will of course require more equity funds be sold and moved into cash or money market positions.    

As charts above indicate markets have dropped significantly during the past month.  Personally I thought President Obama’s state of the union address and other information the following day would have sent some sort of reassurance to the investment community.  I would hope that upcoming corporate earnings reports are significantly high enough to reflect progress has been made in this continuing economic battle for stability.

• Best Performing Market Sectors re: Mutual Fund Investments – Current Market Place News and other information that may affect mutual fund investments and performance.  Please peruse entire web page for this and other investment opportunities that may be available to you.

Previous 1 month:  No Equity positions really stand out at this time due to market losses last week.

Previous 3 months:  Health Care Equity Funds

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

• Personal Portfolio Holdings:

No changes from prior week, although a few changes may be necessary depending on market activity this coming week.

 Due to President Obama’s new tax on big banks and equally significant news of  a shift in power in the U.S. senate, the markets reacted accordingly this past week.  Not being a politician, I certainly can’t forecast if any more news detrimental to the market place is on the horizon.  I would expect not, since this kind of behavior could very well cause a huge set back in recovery from last years market lows.

• Best Performing Sectors re:  Mutual Fund Investments and 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:  Can. Sm/Mid Cap Equity Funds

Previous 1 month:  Natural Resource Equity Funds

Previous 3 months:  Can Sm/Mid Cap Equity Funds

Previous 3 month:  Precious Metals Equity Funds

• Personal Portfolio Holdings:

Some changes have been made to my personal mutual fund holdings this past week.  New and Current  holdings listed below.

Mavrix Explorer Fund  (see chart)

New–Sentry Select Mining Opportunities Fund  (see chart)

New–Excel Emerging Markets Europe Fund  (see chart) 

Front Street Growth Fund  (see chart)

Front Street Special Opportunities Fund  (see chart)

AIC Sm/Mid Cap Fund  (see chart)

It would appear that North American markets are having trouble moving higher to their next levels.  The Dow hesitant and still holding  under the 11,000 mark and likewise the TSX not quite ready to break into the 12,000 level.  I would expect this to change in the not too distant future, possibly the next week or two.  Once these new levels have been reached, it should be onward and upward to new highs unless some unforseen drastic economic news rears it’s head.  This would certainly delay the inevitable.

-The mutual fund guy

• 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:  Natural Resources Equity Mutual Funds

Previous 1 month:  Can. Focused Equity Mutual Funds

Previous 1 month:  Can. Sm/Mid Cap Equity Mutual Funds

Previous 3 months:  Natural Resources Equity Mutual Funds

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

Previous 3 months:  Can. Focused Equity Mutual Funds

••Personal Portfolio Holdings:

AIC Global Advantage Fund  (See chart)

AIC American Sm/Mid Cap Fund  (See Chart)

Mavrix Explorer Fund  (See Chart)

Front Street Growth B Fund  (See Chart)

Front Street Special Opportunities Fund  (See Chart)

Templeton Global Small Co’s Fund  (See Chart)

***I do plan on making some adjustments to my portfolio soon.  Stay tuned.

As the numbers above indicate, market and precious metals/energy prices continue to climb steadily.  As this trend continues, I believe wise and prudent portfolio investments will reflect significant gains continuing thru 2010.  Of course one must always be aware of any signals that  could indicate a slowing or downturn in the market place.

• 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

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.