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Sectors In Focus For Growth

November 18, 2011 Stock Portfolio
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Investors favoring a soft landing scenario (soft landing) of China in 2012, ie growth above 7%, the survey conducted in November by Bank of America, Merrill Lynch with managers of assets globally shows a sector rotation in favor of the energy and raw materials. However, technology stocks continue to be their favorite investment for the fourth consecutive month.

They are 36% net to overweight the sector, which has not left the top three places in the ranking since March 2009. The pharmaceutical industry is second to energy.

The commodities sector has enjoyed a resurgence of interest in November: the managers are the 1% underweight in net against 9% in October.

The banking sector continues to be the most unpopular to insurance and utilities.

Latest View Of Our Share Price Portfolio

October 1, 2011 Stock Portfolio
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As we all know share prices have been very volatile lately. The markets are making some fantastic moves for day trading, but for those who are holding long term investments it isn’t a great time with so much economic uncertainty. With the current situation in Greece and Euro zone, the US struggling with debt and the UK making cut backs on government spending it’s not a time for consumer confidence to be high.

Although during 2010 our share price portfolio was doing quite well, this year has seen it drop back to price levels just above breakeven. We do have the benefit of dividends, and of course one or two shares whose price have went up considerbly since first purchasing them, but this is offset by some large losers also.

So for information purposes, here is our list of current investments. As you will see it covers quite a wide range of sectors and areas, which is the normal way to invest.

Please let us know your thoughts on our shares, and keep on reading our news and reports!…

Volatile session in the US markets

September 27, 2011 Stock Portfolio
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US stock markets closed sharply higher Monday a volatile session in the hope that the Europeans finally able to take steps to reduce debt and Greek recapitalize their banks.

The indices reached their highest at the very end of the session, in response to information from the U.S. television network CNBC that European officials plan to establish a flow of funds for a mutual fund (SPV, special purpose vehicle) that issue bonds and buy the European sovereign debt. A little earlier in the day Monday, officials from the euro area had them minimized speculation measures to halve the Greek debt and recapitalize European banks, noting that no such scheme was still on the table.

A spokesman for the Greek government and said that Athens had not discussed with the International Monetary Fund (IMF) and other countries in the euro area of a scenario involving a 50% discount on sovereign debt the country. The Greek Finance Minister Evangelos Venizelos had denied him newspaper articles according to which a default ordering strategy of Greece was discussed during his meeting with the Executive Director of the IMF and the President of the European Central Bank on Sunday night in Washington .

But hope still allowed European Stock Exchange finally override an unfavorable statistical properties. Sales of new homes fell 2.3% in August, after falling 0.3% in July (revised from -0.7%), according to figures released Monday by the Commerce Department.

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