April 3, 2014

Best Performing Gold Mutual Funds 2014

Find best performing gold mutual funds 2014. Top funds are Gabelli Gold fund, Tocqueville Gold, OCM Gold, etc.

Top Gold Funds

Top Performing Gold Mutual Funds 2014Precious metals sector has been performing poorly for the past 3 years. In 2014, this sector has been soaring. Whether it is a bear market rally or a new bull market, investors need to observe this sector more closely. As one of the precious metals, gold is among the top investment for most investors. The other precious metals include silver, palladium, and platinum.

Using an investment fund, investor can diversify their portfolio easily. One of the most popular investment funds is mutual fund. Gold mutual funds invest mainly in gold bullion and mining companies. The following top performing gold mutual funds are sorted based on its year to date performance in 2014. You can buy these funds for your investment brokerage account or retirement account (traditional IRA or Roth IRA). You may also invest in 401k plan if this gold fund is available for investing.

Best performing gold mutual funds 2014 are:
  1. Gabelli Gold A (GLDAX)
  2. Tocqueville Gold (TGLDX)
  3. OCM Gold Investor (OCMGX)
  4. USAA Precious Metals and Minerals (USAGX)
  5. Fidelity Select Gold Portfolio (FSAGX)
  6. Van Eck Intl Investors Gold A (INIVX)
  7. US Global Investors World Precious Minerals (UNWPX)
  8. US Global Investors Gold & Precious Metals (USERX)

April 1, 2014

Ad of Putnam Diversified Income Trust Fund (PDINX)

Find Putnam Diversified Income Trust (PDINX) review. This mutual fund invests in various bonds including corporate, Agency MBS CMO, etc.

Multisector Bond

Multisector bond funds provide opportunity for investor to invest in a broad mix of bonds, including high yield or investment grade bonds issued by governments or corporations. Depending on the fund’s strategies, it may focus on various investment strategies. You can invest in your brokerage or retirement account such as 401k plan, Roth IRA, traditional IRA.

One of these Multisector bond funds is Putnam Diversified Income Fund (PDINX). Putnam Investments provide an ad in one of the financial newspaper. The ad is titled as “Alternatives@Putnam.” You can find the fund ads details below. I also provide the fund review. The investment ad  details are:
Ad of Putnam Diversified Income Trust Fund (PDINX)Alternatives@Putnam 
Rising rates could undermine long-duration strategies. 
Find new drivers of return. 
Putnam Diversified Income Trust (PDINX) 
Consider this fund for: All-weather income. The fund seeks high current income. 
Why this fund: 
Managed duration. Employing strategies to reduce interest-rate risk. 
Sector expertise. Pursuing opportunities that require extensive fundamental research.
Broadly diversified. Investing in sectors within and beyond traditional benchmarks.
 
About the team:

March 30, 2014

Best Industry Stocks of Week 13, 2014: Foreign Regional Banks

Find best performing sector stocks of week 13, 2014. Top stock industries are Foreign Utilities, Oil & Gas Drilling & Exploration, Foreign Regional Banks, etc.

Top Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. You can invest in your brokerage or retirement accounts (IRA). Major market indices have mix returns including flat or slightly down or down sharply. The Dow Jones Industrial Average has a weekly return of 0.12%. NASDAQ Composite has a weekly return of -2.83%.


Best weekly performance of industry stocks of week 13, 2014 (March 24, 2014 – March 30, 2014) are:
    Best industry stocks 2014
  1. Foreign Utilities – 9.15%
  2. Oil & Gas Drilling & Exploration – 6.35%
  3. Foreign Regional Banks – 5.44%
  4. Beverages – Brewers – 4.13%
  5. Major Integrated Oil & Gas – 4.05%
  6. Personal Products
  7. Industrial Metals & Minerals
  8. Copper
  9. Oil & Gas Equipment & Services
  10. Wireless Communications
  11. Beverages - Wineries & Distillers
  12. Hospitals
  13. Meat Products
  14. Security Software & Services
  15. Business Equipment
  16. Aluminum
  17. Publishing - Books
  18. Telecom Services - Foreign
  19. Independent Oil & Gas
  20. Cigarettes
No.NamePerf WeekPerf MonthPerf QuartPerf YTD
1Foreign Utilities9.15%8.97%4.24%2.75%
2Oil & Gas Drilling & Exploration6.35%5.84%-3.03%-4.76%
3Foreign Regional Banks5.44%3.05%1.81%-0.70%
4Beverages - Brewers4.13%4.17%0.07%-1.27%
5Major Integrated Oil & Gas4.05%3.14%2.67%2.11%
6Personal Products3.60%2.43%0.04%-0.61%
7Industrial Metals & Minerals3.58%-2.35%1.07%-1.48%
8Copper3.34%-3.39%-3.87%-6.45%
9Oil & Gas Equipment & Services3.30%4.87%8.16%7.38%
10Wireless Communications3.23%-2.60%-10.46%-11.24%
11Beverages - Wineries & Distillers3.11%1.07%4.94%3.24%
12Hospitals2.99%-1.76%5.34%3.34%
13Meat Products2.90%7.56%8.62%7.73%
14Security Software & Services2.88%-5.21%-6.02%-7.78%
15Business Equipment2.73%1.86%0.54%-0.12%
16Aluminum2.55%1.49%14.58%12.22%
17Publishing - Books2.49%-4.11%-16.12%-17.71%
18Telecom Services - Foreign2.40%3.02%1.44%-0.25%
19Independent Oil & Gas2.11%3.05%4.80%3.95%
20Cigarettes2.07%4.34%0.79%-0.08%

Best Foreign Regional Banks

Looking into top foreign regional banks can provide an insight what stock market will bring during upcoming period. Some of these stocks are poised for a big gain. Retail or institutional investors may want to rotate to this sector for undervalued sectors.

More: Best IRA Funds 2014

Best Foreign Regional Banks Stocks of week 13 are:
    Best Foreign Regional Banks
  1. Banco Bradesco S.A. – 17.89%
  2. Banco Bradesco S.A. – 12.43%
  3. Itau Unibanco Holding S.A. – 9.35%
  4. BBVA Banco Frances S.A. – 6.73%
  5. Grupo Financiero Galicia S.A. – 6.42%
  6. Shinhan Financial Group Company Limited
  7. Banco Santander (Brasil) S.A.
  8. HDFC Bank Ltd.
  9. Banco Macro S.A.
  10. Grupo Financiero Santander Mexico, S.A.B. de C.V.
  11. KB Financial Group, Inc.
  12. Woori Finance Holdings Co., Ltd.
  13. CorpBanca S.A.
  14. Bancolombia S.A.
  15. Banco Bilbao Vizcaya Argentaria, S.A.
No.CompanyTickerPricePerf WeekPerf MonthPerf QuartPerf YTD
1Banco Bradesco S.A.BBDO14.6317.89%14.66%10.83%4.95%
2Banco Bradesco S.A.BBD13.5712.43%14.61%13.46%9.44%
3Itau Unibanco Holding S.A.ITUB14.629.35%8.14%11.26%9.76%
4BBVA Banco Frances S.A.BFR8.099.32%16.24%14.10%16.24%
5Grupo Financiero Galicia S.A.GGAL11.96.73%23.32%12.90%13.88%
6Shinhan Financial Group Company LimitedSHG43.596.42%4.76%-1.78%-4.62%
7Banco Santander (Brasil) S.A.BSBR5.376.34%5.71%3.47%1.13%
8HDFC Bank Ltd.HDB40.394.96%20.17%18.79%17.28%
9Banco Macro S.A.BMA27.164.95%18.65%8.90%11.91%
10Grupo Financiero Santander Mexico, S.A.B. de C.V.BSMX11.984.45%9.41%-11.65%-12.17%
11KB Financial Group, Inc.KB34.934.27%-5.16%-9.39%-13.77%
12Woori Finance Holdings Co., Ltd.WF34.134.21%-1.42%-7.20%-10.96%
13CorpBanca S.A.BCA17.53.86%5.23%-11.93%-13.84%
14Bancolombia S.A.CIB55.162.76%12.62%14.96%13.36%
15Banco Bilbao Vizcaya Argentaria, S.A.BBVA12.012.74%-1.23%3.00%-1.07%

Top Sector Stocks

Looking into the sector, you can find defensive sectors have gone up. Does this mean investors are rotating out of hot stocks (i.e. momentum) to value stocks?

Top sector stocks of week 13 are:
    Top Sector Stocks
  1. Basic Materials – 2.57%
  2. Consumer Goods – 1.63%
  3. Utilities – 1.58%
  4. Industrial Goods
  5. Financial
  6. Conglomerates
  7. Technology
  8. Healthcare
  9. Services
No.NamePerf WeekPerf MonthPerf QuartPerf YTD
1Basic Materials2.57%2.19%2.67%1.57%
2Consumer Goods1.63%1.52%-0.79%-1.24%
3Utilities1.58%2.91%7.19%6.15%
4Industrial Goods0.17%-0.82%-0.53%-0.96%
5Financial-0.28%1.08%0.26%-0.47%
6Conglomerates-0.63%-6.79%-1.52%-2.35%
7Technology-0.68%-1.80%0.89%0.22%
8Healthcare-1.32%-3.76%5.59%5.09%
9Services-1.83%-1.93%-1.33%-1.82%

March 28, 2014

Precious Metals: Top Performing CEF Funds 2014

Find top performing precious metals closed end funds 2014. This best CEF funds are GAMCO Global Gold Natural Resources & Income, ASA Gold and Precious Metals, etc.

Precious Metals Funds

Precious metals funds have been under pressured for the past 3 years. Some analysts have called the sector is in bear market. Recently, this sector has performed well. Does this sector ready to resume the bull market or is this only a bear market rally? No one will know for now, but you do need to track the top performing funds to identify the leader.

Using closed end funds to invest, you can maximize the return. These funds are similar to exchange traded funds which are trading in stock exchange such as NYSE, or NASDAQ. The precious metals sector includes gold, silver, platinum, palladium, etc. You can buy these funds through your brokerage for your investment account, retirement account, etc.

The top performing precious metals closed end funds 2014 are:
    Precious Metals: Top Performing CEF Funds 2014
  1. GAMCO Global Gold Natural Resources & Income
  2. ASA Gold and Precious Metals
  3. Central GoldTrust
  4. Sprott Physical Platinum & Palladium
  5. Sprott Physical Gold Trust
  6. Central Fund of Canada
  7. Sprott Physical Silver Trust
Updated on 3/22/2014

March 26, 2014

Ads of Vanguard Short-Term Bond ETF (BSV)

Find ads of Vanguard Short-Term Bond ETF (BSV). This fund is an index exchange traded fund. This fund invests in short duration bonds including U.S. Treasuries and corporate debts.

Vanguard ETF

Vanguard Group is known for its index mutual funds. This low cost mutual fund provider has introduced various exchange traded funds. These ETFs has low expense ratio fee. Vanguard provides stock ETFs, and bond ETFs. Some of the popular ETFs are Vanguard S&P 500 ETF (VOO), Vanguard FTSE Emerging Markets ETF (VWO), Vanguard Total Stock Market ETF (VTI), Vanguard Total Bond Market ETF (BND), etc.

Recently, Vanguard Group provides an investment ad about Vanguard BSV - Vanguard Short-Term Bond ETF. You can buy this fixed income fund through your brokerage for your investment account or retirement account (Roth IRA or Traditional IRA). Find this index bond fund review below.

The Investment Ad is as follows:
Vanguard ETFVanguard BSV 
Vanguard Short-Term Bond ETF 
A low-cost way to help your clients find more balance
Are you Vanguarding your clients’ portfolios? 
Along with the other Vanguard Short-Term Bond ETFs, BSV is built to offer diversification and balance. All of these products can do more than help your clients achieve their investing goals. They can also help you manage the interest rate risk in your clients’ portfolios. 
VCSH –Vanguard Short-Term Corporate Bond ETF
VGSH – Vanguard Short-Term Government Bond ETF
VTIP – Vanguard Short-Term Inflation-Protected Securities ETF

March 24, 2014

Best Performing Sector/ Industry Stocks of Week 12, 2014

Find best performing sector stocks of week 12, 2014. Top stock industries are Diversified Computer Systems, Music & Video Stores, Oil & Gas Drilling & Exploration, etc.

Top Stocks

This post will look into the top performing stocks, industry, sector, market capitalization, and small cap stocks. You can invest in your brokerage or retirement accounts.

Top Industry Stocks

Best weekly performance of industry stocks of week 12, 2014 (March 17, 2014 – March 23, 2014) are:
    Top 3 Industry Stocks
  1. Diversified Computer Systems – 9.41%
  2. Music & Video Stores – 6.75%
  3. Oil & Gas Drilling & Exploration – 6.37%
  4. Electronics Wholesale – 6.05%
  5. Nonmetallic Mineral Mining – 5.60%
  6. Sporting Goods
  7. General Contractors
  8. Recreational Goods, Other
  9. Health Care Plans
  10. Data Storage Devices
  11. Steel & Iron
  12. Business Software & Services
  13. Air Services, Other
  14. Processing Systems & Products
  15. Beverages - Brewers

March 22, 2014

Best Performing Corporate Bond Mutual Funds 2014

Find best performing corporate bond mutual funds 2014. Top funds are Schroder Long Duration Investment-Grade Bond, Vanguard Long-Term Corp Bond Index, etc.

Corporate Bond Funds

Corporate Bond Mutual FundsCorporate bond funds invest mainly in debts issued by companies. These funds typically invest in high quality bonds. As part of taxable bond fund, this corporate bond funds provide high yield for income seeker. To maximize your return, you can invest in your brokerage or retirement account such as Roth IRA, 401k plan, and traditional IRA. You should consider sheltering this bond fund in your retirement accounts.

These bond funds are sorted based on its year to date performance. These bond funds may be ranked as the best funds in corporate bond category. I have provided the fund review information such as yield, management, objective, expense ratio fee, holdings, top sectors, etc.

Best performing corporate bond mutual funds 2014 are:
  1. Schroder Long Duration Investment-Grade Bond Investor (STWLX)
  2. Vanguard Long-Term Corp Bond Index Admiral (VLTCX)
  3. PIMCO Long-Term Credit Institutional (PTCIX)
  4. Vanguard Long-Term Investment-Grade Investor (VWESX)
  5. Delaware Extended Duration Bond A (DEEAX)
  6. RidgeWorth Corporate Bond A (SAINX)
  7. Invesco Corporate Bond A (ACCBX)
  8. Payden Corporate Bond (PYACX)
  9. PIA BBB Bond (PBBBX)
  10. Vanguard Interm-Tm Corp Bond Index I (VICBX)

The Importance of Diversification in Investing

Diversification is a key principle in investing, and it's especially important in today's uncertain economic climate. By spreading y...