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Oct 9, 2014 3:41 PM Heathbridge Capital Management
Markets are collapsing around the world even as economic indicators in the US are getting stronger and stronger. Fears of softness in Europe and China are causing weakness in commodities and strength in the US dollar.
Your portfolios are declining in value but we don’t have the excessive concentration in the resource stocks that many Canadian portfolios have. Some of the weakness in our foreign stocks is being offset by declines in the Canadian dollar. Diversification is working.
In the meantime, we are definitely not in a selling mode. We have cash to deploy and are looking at the recent trends as a potential opportunity.
If you are nervous. Please don’t hesitate to call.