Portfolios should have a core position in equities which should be cost effective, tax efficient and transparent. Indices are cost effective because of low MERs, tax effective as they don't create much capital gain. An average investor might have 70% in the core part and 30% in special situations, seasonal or hedge plays, etc.

Important for timing purposes when opportunities arise.

Just broke above its key resitance level and into a 4 year high. Volume is high. Seasonality is from end of Sept. to end of Jan. If you had done this trade during the last 10 periods, you made 6 profits out of 10 with an average return per period of 12%. Hold until the end of January.

Has a nice upward trend with pretty good support at about $47. From an investment point of view, it makes sense to hold right through until late next year. Expecting US$ to temporarily strengthen causing gold to drop to around $430 and then go over $500. Any weakness will be a buying opportunity.

Had a good upward trend, but is starting to show a down trend despite gold and silver going up. Partly to do with the Cdn$ going higher

Likes the merger with Wheaton River as it will create a large company with a lot of opportunities for reducing costs, liquidity becomes much better, etc. If you own, HOLD.

Financial services sector's seasonality is from the end of Sept to the end of December. In the last 10 periods, you would have made profits 10 out of 10 times with an average return per period of 10.3%. This one is still in an upward trend, but getting close to when you sell.