•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 |
This Week |
1 Week Ago |
1 Month Ago |
| Dow Jones |
10325.26 |
10402.35 |
10067.33 |
| TSX |
11629.63 |
11709.29 |
11094.31 |
| Nasdaq |
2238.26 |
2243.87 |
2147.35 |
| Venture |
1531.19 |
1531.90 |
1492.15 |
| S&P |
1104.49 |
1109.17 |
1073.87 |
| METALS |
This Week |
1 Week Ago |
1 Month Ago |
| Gold |
$1118.30 |
$1121.30 |
$1083.00 |
| Silver |
$16.50 |
$16.41 |
$16.30 |
| Platinum |
$1,538.00 |
$1540.50 |
$1501.30 |
| Palladium |
$432.40 |
$442.35 |
$415.00 |
| Oil & Gas |
This Week |
1 Week Ago |
1 Month Ago |
| Oil |
$79.49 |
$79.81 |
$72.89 |
| Nat Gas |
$4.81 |
$5.05 |
$5.12 |
Markets appear relatively stable at present & showing significant gains from previous months data. I take this to be a good thing.
DougT |
Finance & Funds |
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/
DougT |
Finance & Funds |
•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
| MARKETS |
This Week |
1 Week Ago |
1 Month Ago |
| Dow Jones |
10402.35 |
10099.14 |
10172.98 |
| TSX |
11709.29 |
11469.81 |
11343.43 |
| Nasdaq |
2243.87 |
2183.53 |
2205.29 |
| Venture |
1531.90 |
1498.75 |
1549.67 |
| S&P |
1109.17 |
1075.51 |
1091.76 |
| METALS |
This Week |
1 Week Ago |
1 Month Ago |
| Gold |
$1121.30 |
$1089.60 |
$1089.70 |
| Silver |
$16.41 |
$15.41 |
$16.92 |
| Platinum |
$1540.50 |
$1508.00 |
$1537.50 |
| Palladium |
$442.35 |
$418.15 |
$440.10 |
| Oil & Gas |
This Week |
1 Week Ago |
1 Month Ago |
| Oil |
$79.81 |
$73.30 |
$74.54 |
| Nat Gas |
$5.05 |
$5.45 |
$5.82 |
DougT |
Finance & Funds |
• 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.
| MARKETS |
This Week |
1 Week Ago |
1 Month Ago |
| Dow Jones |
10099.14 |
10012.23 |
10609.65 |
| TSX |
11469.81 |
11223.12 |
11685.37 |
| Nasdaq |
2183.53 |
2141.12 |
2287.99 |
| Venture |
1498.75 |
1455.41 |
1593.47 |
| S&P |
1075.51 |
1066.19 |
1136.03 |
| METALS |
This Week |
1 Week Ago |
1 Month Ago |
| Gold |
$1,089.60 |
$1,052.30 |
$1,131.00 |
| Silver |
$15.41 |
$14.83 |
$18.42 |
| Platinum |
$1,508.00 |
$1,472.00 |
$1,592.50 |
| Palladium |
$418.15 |
$398.25 |
$447.75 |
| Oil & Gas |
This Week |
1 Week Ago |
1 Month Ago |
| Oil |
$73.30 |
$71.19 |
$78.00 |
| Nat Gas |
$5.45 |
$5.51 |
$5.72 |
DougT |
Finance & Funds |
• 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.
| MARKETS |
This Week |
1 Week Ago |
1 Month Ago |
| Dow Jones |
10012.23 |
10067.33 |
10618.19 |
| TSX |
11223.12 |
11094.31 |
11953.83 |
| Nasdaq |
2141.12 |
2147.35 |
2317.17 |
| Venture |
1455.41 |
1492.15 |
1605.10 |
| S&P |
1066.19 |
1073.87 |
1144.98 |
| METALS |
This Week |
1 Week Ago |
1 Month Ago |
| Gold |
$1052.30 |
$1083.00 |
$1139.20 |
| Silver |
$14.83 |
$16.30 |
$18.46 |
| Platinum |
$1472.00 |
$1501.30 |
$1565.70 |
| Palladium |
$398.25 |
$415.00 |
$425.15 |
| Oil & Gas |
This Week |
1 Week Ago |
1 Month Ago |
| Oil |
$71.19 |
$72.89 |
$83.25 |
| Nat Gas |
$5.51 |
$5.12 |
$5.70 |
DougT |
Finance & Funds |
• 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.
| MARKETS |
This Week |
1 Week Ago |
1 Month Ago |
| Dow Jones |
10,067.33 |
10,172.98 |
10,428.05 |
| TSX |
11,094.31 |
11,343.43 |
11,746.11 |
| Nasdaq |
2,147.35 |
2,205.29 |
2,269.15 |
| Venture |
1,492.15 |
1,549.67 |
1,520.72 |
| S&P |
1,073.87 |
1,091.76 |
1,115.10 |
| METALS |
This Week |
1 Week Ago |
1 Month Ago |
| Gold |
$1,083.00 |
$1,089.70 |
$1,095.20 |
| Silver |
$16.30 |
$16.92 |
$16.82 |
| Platinum |
$1,501.30 |
$1,537.50 |
$1,460.00 |
| Palladium |
$415.00 |
$440.10 |
$407.25 |
| Oil & Gas |
This Week |
1 Week Ago |
1 Month Ago |
| Oil |
$72.89 |
$74.54 |
$79.36 |
| Nat Gas |
$5.12 |
$5.82 |
$5.57 |
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.
DougT |
Finance & Funds |
• 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.
| MARKETS |
This Week |
1 Week Ago |
1 Month Ago |
| Dow Jones |
10,172.98 |
10,609.65 |
10,520.10 |
| TSX |
11,343.43 |
11,685.37 |
11,754.61 |
| Nasdaq |
2,205.29 |
2,287.99 |
2,285.69 |
| Venture |
1,549.67 |
1,593.47 |
1,469.58 |
| S&P |
1,091.76 |
1,136.03 |
1,126.48 |
| METALS |
This Week |
1 Week Ago |
1 Month Ago |
| Gold |
$1,089.70 |
$1,131.00 |
$1,104.50 |
| Silver |
$16.92 |
$18.42 |
$17.32 |
| Platinum |
$1,537.50 |
$1,592.50 |
$1,456.00 |
| Palladium |
$440.10 |
$447.75 |
$337.00 |
| Oil & Gas |
This Week |
1 Week Ago |
1 Month Ago |
| Oil |
$74.54 |
$78.00 |
$77.10 |
| Nat Gas |
$5.82 |
$5.72 |
$5.78 |
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.
DougT |
Finance & Funds |
• 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)
| MARKETS |
This Week |
1 Week Ago |
1 Month Ago |
| Dow Jones |
10,609.65 |
10,618.19 |
10,328.89 |
| TSX |
11,685.37 |
11,953.83 |
11,463.40 |
| Nasdaq |
2,287.99 |
2,317.17 |
2,211.69 |
| Venture |
1,593.47 |
1,605.10 |
1,430.20 |
| S&P |
1,136.03 |
1,144.98 |
1,102.47 |
| METALS |
This Week |
1 Week Ago |
1 Month Ago |
| Gold |
$1,131.00 |
$1,139.20 |
$1,110.80 |
| Silver |
$18.42 |
$18.46 |
$17.30 |
| Platinum |
$1,592.50 |
$1,565.70 |
$1,429.30 |
| Palladium |
$447.75 |
$425.15 |
$366.25 |
| Oil & Gas |
This Week |
1 Week Ago |
1 Month Ago |
| Oil |
$78.00 |
$83.25 |
$73.36 |
| Nat Gas |
$5.72 |
$5.70 |
$5.78 |
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
DougT |
Finance & Funds |
• 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.
| MARKETS |
This Week |
1 Week Ago |
1 Month Ago |
| Dow Jones |
10,618.19 |
10,428.05 |
10,471.50 |
| TSX |
11,953.83 |
11,746.11 |
11,423.93 |
| Nasdaq |
2,317.17 |
2,269.15 |
2,190.31 |
| Venture |
1,605.10 |
1,520.72 |
1,417.11 |
| S&P |
1,144.98 |
1,115.10 |
1,106.41 |
| METALS |
This Week |
1 Week Ago |
1 Month Ago |
| Gold |
$1,139.20 |
$1,095.20 |
$1,119.50 |
| Silver |
$18.46 |
$16.82 |
$17.07 |
| Platinum |
$1,565.70 |
$1,460.00 |
$1,422.70 |
| Palladium |
$425.15 |
$407.25 |
$360.90 |
| Oil & Gas |
This Week |
1 Week Ago |
1 Month Ago |
| Oil |
$83.25 |
$79.36 |
$69.87 |
| Nat Gas |
$5.70 |
$5.57 |
$5.16 |
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.
DougT |
Finance & Funds |
• 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
| 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.
DougT |
Finance & Funds |