Good week for stocks - YLO.un keeps chugging along

Only a 4-day week this week, but my portfolio was up almost 1.5% this week. Yellow Pages (YLO.un) was one of my leaders again as it approaches $6 per unit, but many other stocks performed well too.

For the first time in a while, I am back into the 'up' index ETF's, jumping into HOU (oil), HBU (gold bullion), and HXU (TSX) in the last few days. Other indices such as HQU (NASDAQ) and HSU (US S&P) are getting close to buys as well, but not yet.

I mentioned in an earlier post that I invest my RRSP money first, then move on to non-RRSP funds. Right now, I am fully invested in my RRSP and almost half invested in my non-RRSP funds, so that is a pretty high rate of investment for me, at least for the last many months while the markets have been so uncertain. I am now about 59% invested overall.

Other than the ETF's mentioned above, I am also in SLW (Silver Wheaton), G (Goldcorp), COS.un (Canadian Oilsands Trust), AGU (Agrium), OCX (Onex), BIN (BFC Ltd.), BBD.B (Bombardier), ECA (Encana), ENF.UN (Enbridge), PN (Photochannel, my one small cap stock), PWF (Power Financial), TCM (Thomson Creek Metals), RIM (Research in Motion), PMZ.UN (Primaris), and YLO.UN (Yellow Pages Income Fund).

There are two other stocks that I watch that moved into buy territory on Friday - MSI.UN (Morneau Sobeco) and RUS (Russel Metals). I likely won't buy MSI.UN, though, since it has fairly low daily trade volumes and it makes it hard for me to buy and sell since I used stop buys and stop sells to do so (since I can't watch the market during the day). This is a case where outside information - like trading volume - overrides the moving average indicators for me, having been burned before by low volume stocks.

YTD, I am up 3.5% in my portfolio, so I have to be pretty happy with that. January was a pretty flat month for me (and down for most of the indices), so most of my gains have been in the last two weeks.