Overall portfolio gains were 10.6%. Equity portfolio portion gains were 14.4%. Investments were primarily sector plays. Energy was the largest
investment sector followed by health care, utilities, shipping, foreign,
and lumber. I moved out of utilities late in the quarter and lightened up
in foreign. Shipping and lumber were added late in the quarter. Within
energy, extra weighting was given to nat. gas late in the quarter. All
sectors performed well with energy, of course being the highest.
Re: My year ... >> My Q4 was pretty much a disaster primarily due to losses in the energy... I moved quite a bit out of the sector... I wouldn't call a 20% gain a bad year when the US indices were flat on the ... My indirect energy exposure consisted of TSX based funds.... (misc.invest.stocks)
PBW 2Q report ... The Second Quarter of 2006 opened with the Index at 227.14, ...energy sector, the Index had sizable intra-Quarter movement as well. ... As a clean energy Index we're quite skeptical of coal. ... (misc.invest.stocks)
Re: Sector allocation ... > Well yes, shipping, but energy demand related wrt oil and fuel ... >>You're talking the shipping sector versus the energy sector IMO.... (misc.invest.stocks)
Re: data loss on jffs2 filesystem on dataflash ... The end result is a sector that fails ECC check. ... > The only significant energy storage that hard disks ... > useful during a power failure.... > To unsubscribe from this list: ... (Linux-Kernel)
Re: What are the lead companies in the energy sector? ... >> sectors such as energy or alternative energy. ... I'm looking to invest in a stock in the energy sector but it's ... I have individual stocks in the sector, ... (misc.invest.stocks)
