Financial Investment Services

•••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…

•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.