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Aggressive Portfolio December 15, 2007:

 

The Aggressive Portfolio is currently focused on the precious, base metals and energy sectors in the belief these will out perform in the coming months.  The addition of gold companies has helped to maintain value and reduced the overall volatility of the portfolio. The recent added natural gas focused companies has not added value in the short term but I would expect the natural gas sector to perform well over the next few months as winter set in over North America, a little patience should be rewarded in the new year.

 

Going forward I will be looking to add some emerging technology companies as this sector appears to be picking up momentum and should remain strong going in to the first half of 2008.

 

The portfolio has performed reasonably well when compared to the TSX composite index. The Aggressive portfolio is up 7.16% year to date compared to only 5.93% for the TSX.

 

Aggressive Portfolio December 15, 2007:

 

 

Company

 

Symbol

 

Shares

 

Cost $

 

Market $

 

Total $

 

Stop

Anderson

AXL

2000

3.25

2.70

5,400

2.00

Arizon

ARZ

2500

3.65

3.55

8,875

2.75

Breakwater

BWR

3000

1.99

1.76

5,280

1.25

Carmanah

CMH

3500

2.15

1.12

3,920

1.00

First Cal

FCP

2000

3.26

2.41

4,820

2.00

Gammon

GAM

800

7.68

7.70

6,160

6.00

IAMGold

IMG

700

8.67

8.48

5,936

7.00

Minefinders

MFL

1000

10.15

11.55

11,550

9.00

Cash

 

 

 

 

55,165

 

Cost:

100,000

 

 

Total:

107,106

 

 

 

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