April 13, 2014

Top Industry Stocks of Week 15, 2014: Aluminum, Personal Products

Find best performing sector stocks of week 15, 2014. Top stock industries are Nonmetallic Mineral Mining, Aluminum, Personal Products, etc.

Top Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. You can adjust your investment in your brokerage or retirement accounts (IRA). Major market indices have recorded one of its worst returns in 2014. The S&P 500 index has a weekly return of -2.60%. NASDAQ Composite has a weekly return of -3.10%.

Best weekly performance of industry stocks of week 15, 2014 (April 7, 2014 – April 13, 2014) are:
    Top Industry Stocks of Week 15, 2014: Aluminum, Personal Products
  1. Nonmetallic Mineral Mining – 3.96%
  2. Aluminum – 3.06%
  3. Personal Products – 2.24%
  4. Farm Products – 2.15%
  5. Foreign Utilities – 2.10%
  6. Oil & Gas Drilling & Exploration
  7. Toy & Hobby Stores
  8. REIT - Healthcare Facilities
  9. Wholesale, Other
  10. Meat Products
  11. Steel & Iron
  12. Electric Utilities
  13. Cigarettes
  14. Beverages - Soft Drinks
  15. Information Technology Services
  16. Industrial Metals & Minerals
  17. Medical Practitioners

April 11, 2014

Proshares Interest Rate Hedged ETFs: IGHG & HYHG Fund

Find Proshares interest rate hedged ETFs review. The funds are Proshares Investment Grade-Interest Rate Hedged ETF (IGHG) & Proshares High Yield-Interest Rate Hedged ETF (HYHG).

Proshares ETF Funds

Proshares Interest Rate Hedged ETFs - IGHG & HYHG FundInterest rate has been rising for the past year. Investors need to get a grip of this rising rate if they invest in bond fund. Various ETF providers have offered a way to hedge through exchange traded funds (ETFs). Proshares offer 2 of these hedge ETFs such as Proshares Investment Grade-Interest Rate Hedged ETF (IGHG) & Proshares High Yield-Interest Rate Hedged ETF (HYHG).

Recently, Proshares provide a big ad show these two bond ETFs. You can find the fund review below. Whether you want to invest in your brokerage accounts or retirement accounts (IRA), you need to find the details about these funds. The investment ad is as follows:
Reducing duration? 
Our ETFs aim to eliminate it.
IGHG Investment Grade-Interest Rate Hedged ETF 
HYHG High Yield-Interest Rate Hedged ETF 
Duration. The lower it is, the more your bond portfolio is protected from rising interest rates. Consider our Interest Rate Hedged Bond ETFs, which each feature:
  • A diversified portfolio of investment grade or high yield bonds
  • A built-in hedge against rising rates using Treasury futures

April 9, 2014

Top Conservative Allocation Mutual Funds 2014

Find top conservative allocation mutual funds 2014. Best conservative allocation funds are Bruce fund, Natixis Diversified Income, etc.

Conservative Allocation

Top Conservative Allocation Mutual Funds 2014If you are a low risk investor, you may need to invest in conservative allocation mutual funds. As part of balanced mutual fund, these conservative allocation mutual funds invest in bonds, stocks and money markets. Typically it has about 60-70% of assets in bonds and 30%-40% of assets in stocks. Typically these funds have lower risk than moderate allocation funds or aggressive allocation funds.

You can buy these top mutual funds for your brokerage account, retirement account (IRA), and 401k account. The minimum initial funding may be as little as $100 for retirement account. These top conservative allocation mutual funds 2014 are sorted based on its YTD performance in 2014. You can find the fund review below as well.

Best Mutual Funds

Top conservative allocation mutual funds 2014 are:
  1. Bruce (BRUFX)
  2. Spirit of America Income & Opportunities A (SOAOX)
  3. Natixis Diversified Income A (IIDPX)
  4. Fidelity Strategic Real Return (FSRRX)
  5. Timothy Plan Defensive Strategies A (TPDAX)
  6. Touchstone Flexible Income A (FFSAX)
  7. Permanent Portfolio (PRPFX)
  8. Principal Global Diversified Income A (PGBAX)
  9. Franklin Income A (FKINX)
  10. Wells Fargo Advantage Divers Income Builder A (EKSAX)

April 7, 2014

Top Industry Stocks of Week 14, 2014: Synthetics, Trucking

Find best performing sector stocks of week 14, 2014. Top stock industries are Toy & Hobby Stores, Synthetics, Trucking, etc.

Top Stocks

Top Industry Stocks of Week 14, 2014: Synthetics, TruckingThis post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have mix returns including flat or slightly down or down sharply. The Dow Jones Industrial Average has a weekly return of 0.58%. NASDAQ Composite has a weekly return of -0.67%.

Best weekly performance of industry stocks of week 13, 2014 (March 31, 2014 – April 6, 2014) are:
  1. Toy & Hobby Stores – 18.80%
  2. Synthetics – 7.82%
  3. Research Services – 7.04%
  4. Basic Materials Wholesale – 6.46%
  5. Electronics Stores – 5.29%
  6. Cement
  7. Dairy Products
  8. Trucking
  9. Industrial Metals & Minerals
  10. Semiconductor- Memory Chips
  11. Major Airlines
  12. Appliances
  13. Water Utilities
  14. Foreign Regional Banks
  15. Residential Construction
  16. Auto Dealerships
  17. Medical Appliances & Equipment
  18. Industrial Equipment Wholesale
  19. Life Insurance
  20. Security & Protection Services
No.NamePerf WeekPerf MonthPerf QuartPerf HalfPerf YearPerf YTD
1Toy & Hobby Stores18.80%22.81%43.25%54.16%116.44%44.77%
2Synthetics7.82%5.77%6.40%29.57%-11.36%3.65%
3Research Services7.04%-0.75%10.11%14.73%14.18%9.00%
4Basic Materials Wholesale6.46%2.69%5.79%12.64%14.74%6.80%
5Electronics Stores5.29%10.22%-28.71%-22.80%15.40%-28.00%
6Cement4.88%1.52%16.41%23.28%20.16%14.44%
7Dairy Products3.90%3.97%-11.35%-5.09%10.61%-11.05%
8Trucking3.70%-0.34%5.81%15.38%26.28%5.62%
9Industrial Metals & Minerals3.49%1.40%3.93%8.88%9.38%1.12%
10Semiconductor- Memory Chips3.05%-7.04%9.15%26.45%131.87%5.66%
11Major Airlines3.01%-4.35%15.10%39.21%71.70%19.94%
12Appliances2.93%1.47%-1.17%10.19%36.56%-1.16%
13Water Utilities2.91%3.30%4.15%5.46%5.55%2.16%
14Foreign Regional Banks2.82%4.84%5.00%2.32%4.54%1.31%
15Residential Construction2.73%-5.34%0.81%13.22%1.84%-0.75%
16Auto Dealerships2.61%-1.74%0.90%0.64%22.08%-0.32%
17Medical Appliances & Equipment2.55%0.28%6.62%17.78%24.59%6.74%
18Industrial Equipment Wholesale2.54%0.82%5.20%5.00%17.24%3.88%
19Life Insurance2.51%-0.53%0.03%15.74%47.49%-2.13%
20Security & Protection Services2.44%-2.58%-2.93%7.84%12.69%-4.30%
21Regional Airlines2.40%3.31%12.24%24.28%31.67%13.31%
22Printed Circuit Boards2.34%0.07%8.55%-2.68%26.41%7.65%

Best Synthetics Stocks & Trucking Stocks

Looking into top synthetics stocks can provide an insight what stock market will bring during upcoming period. Retail or institutional investors may want to rotate to this sector for undervalued sectors.

Top Synthetics Stocks of week 14 are:
  1. Tronox Limited – 8.56%
  2. Axiall Corporation – 7.30%
  3. Sino Clean Energy Inc
Best Trucking Stocks of week 14 are:
    Best Trucking Stocks
  1. Knight Transportation Inc. – 6.42%
  2. USA Truck Inc. – 6.33%
  3. Swift Transportation Company – 6.00%
  4. Con-way Inc.
  5. JB Hunt Transport Services Inc.
  6. Arkansas Best Corporation
  7. Quality Distribution Inc.
  8. Marten Transport Ltd.
  9. P.A.M. Transportation Services, Inc.
  10. Echo Global Logistics, Inc.
  11. Heartland Express, Inc.
  12. Werner Enterprises Inc.
  13. Patriot Transportation Holding Inc.
  14. Landstar System Inc.
  15. Saia, Inc.
  16. Old Dominion Freight Line Inc.
  17. Universal Truckload Services Inc.
  18. Celadon Group Inc.
No.CompanyTickerPerf WeekPerf MonthPerf QuartPerf YTDPrice
1Knight Transportation Inc.KNX6.42%4.22%27.33%26.85%23.2
2USA Truck Inc.USAK6.33%5.61%18.95%16.82%15.63
3Swift Transportation CompanySWFT6.00%-3.05%19.44%12.88%25.07
4Con-way Inc.CNW5.09%4.51%8.12%5.91%41.94
5JB Hunt Transport Services Inc.JBHT4.83%-0.66%-4.84%-4.85%73.35
6Arkansas Best CorporationABFS4.74%0.82%9.29%9.75%36.93
7Quality Distribution Inc.QLTY4.60%-3.79%-11.42%0.94%12.95
8Marten Transport Ltd.MRTN4.54%3.42%7.35%5.06%21.19
9P.A.M. Transportation Services, Inc.PTSI4.29%-0.49%-2.80%-2.65%20.17
10Echo Global Logistics, Inc.ECHO3.79%5.95%-13.70%-17.04%17.82
11Heartland Express, Inc.HTLD3.65%5.25%14.59%14.59%22.46
12Werner Enterprises Inc.WERN3.18%-2.99%4.53%3.85%25.63
13Patriot Transportation Holding Inc.PATR2.89%-4.55%-11.13%-12.65%36.26
14Landstar System Inc.LSTR2.32%-0.37%3.89%3.73%59.53
15Saia, Inc.SAIA2.21%-6.04%22.90%17.04%37.51
16Old Dominion Freight Line Inc.ODFL1.14%-0.02%6.66%5.70%56.04
17Universal Truckload Services Inc.UACL1.10%1.93%-5.26%-6.47%28.46
18Celadon Group Inc.CGI0.77%-2.80%18.83%21.40%23.6

Top Sector Stocks

Looking into the sector, you can find certain value sectors have gone up. Does this mean investors are rotating out from momentum stocks to value stocks? You can adjust your investment in your brokerage or retirement accounts (IRA).

Top sector stocks of week 14 are:
    Top Sector Stocks 2014
  1. Industrial Goods – 1.45%
  2. Basic Materials – 1.41%
  3. Utilities – 1.04%
  4. Financial
  5. Services
  6. Conglomerates
  7. Healthcare
  8. Consumer Goods
  9. Technology
No.NamePerf WeekPerf MonthPerf QuartPerf HalfPerf YearPerf YTD
1Industrial Goods1.45%-0.89%1.56%13.50%28.77%0.53%
2Basic Materials1.41%2.74%5.04%8.88%13.60%3.15%
3Utilities1.04%4.33%9.17%12.65%11.01%7.35%
4Financial0.93%-0.14%1.15%8.38%19.06%0.22%
5Services0.57%-2.98%-0.37%9.83%25.94%-1.11%
6Conglomerates0.29%-9.12%-3.23%5.65%24.72%-2.06%
7Healthcare0.05%-3.59%5.86%14.82%28.24%5.35%
8Consumer Goods-0.01%0.25%0.44%6.94%15.66%-1.26%
9Technology-0.68%-3.84%0.78%9.65%24.88%-0.34%

April 5, 2014

Ad of Vanguard S&P 500 ETF (VOO)

Find Vanguard S&P 500 ETF (VOO) review. This index stock exchange trade fund invests in companies which are part of S&P 500 index. These stocks are typically well known large capitalization companies.

Vanguard ETF

Vanguard S&P 500 ETF - VOO FundVanguard is a pioneer of index mutual funds. As a low cost index fund provider, Vanguard also introduces variety of exchange traded funds for investors. Some of the popular index ETFs are Vanguard FTSE Emerging Markets ETF (VWO), Vanguard Total Stock Market ETF (VTI), Vanguard Total Bond Market ETF (BND), Vanguard S&P 500 ETF (VOO), etc.

Recently, Vanguard provides an advertisement about one of these funds, Vanguard S&P 500 ETF (VOO). You can buy this U.S. stock ETF 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 below:
Vanguard VOO 
Vanguard S&P 500 ETF 
A low-cost way to give your clients access to 500 U.S. powerhouses.
Are you Vanguarding your clients’ portfolios?
The Vanguard S&P 500 ETF seeks to track the largest U.S. companies from America’s top industries. It’s a low-cost option available from the industry’s low-cost leader for over 35 years – Vanguard.* 
Find more cost-conscious choices at advisors.vanguard.com/VOOETF today.800 523-0944
All investing is subject to risk, including the possible loss of the money you invest.Vanguard ETF Shares are not redeemable with the issuing Fund other than in Creation Unit aggregations. Instead, investors must buy or sell Vanguard ETF Shares in the

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:

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...