May 1, 2014

Top World Stock ETFs in 2014

Find top world stock ETFs in 2014. Best ETFs are iShares MSCI Kokusai Fund, SPDR Global Dow ETF, etc. This world stock ETFs invest in companies around the globe.

World Stock Funds

If you are global investors, you may need to consider world stock funds. There are 3 main investment funds which offer world stocks. The investment funds are mutual funds, exchange traded funds (ETFs), and closed end funds (CEFs). You can buy these funds for your brokerage or retirement account (IRA).

This World-stock portfolio invests in companies around the globe. It is common for these portfolios to invest the majority of their assets in the U.S., Europe, Japan, and smaller markets (emerging markets or developing countries). These portfolios typically have 20%-60% of assets in U.S. stocks.

Top Performing Mutual Funds

The top performing list is sorted based on its YTD performance in 2014. Investors can find the review and other fund information such as expense ratio, fund manager, yield, turnover rate, sales load, top holdings, top sectors, etc.

Top world stock ETFs in 2014 are:
    Top World Stock ETFs in 2014
  1. iShares MSCI Kokusai (TOK)
  2. SPDR Global Dow ETF (DGT)
  3. SPDR MSCI ACWI IMI (ACIM)
  4. First Trust DJ Global Select Dividend (FGD)
  5. iShares Global 100 (IOO)
  6. iShares MSCI World (URTH)
  7. Russell Equity ETF (ONEF)
  8. Vanguard Total World Stock Index ETF (VT)
  9. iShares MSCI ACWI Index (ACWI)
  10. Global X SuperDividend™ ETF (SDIV)

April 29, 2014

Top Utilities Closed End Funds 2014

Find top utilities closed end funds 2014. This best utilities stock closed end funds 2014 are Reaves Utility Income, Macquarie Global Infrastructure Total Return Fund, etc.

Utilities Sector Funds

Top Utilities Closed End Funds 2014Utilities sector funds have taken a beating in 2013. In 2014, utilities stocks have been outperforming the other sectors. These utilities funds provide opportunity for investors to earn high yield income through dividend. Investing in closed end funds also provides value opportunity for you. Some of the closed end funds are undervalued hence its net asset value/price can be higher than its market price.

This utilities closed end funds are sorted based on its year to date performance in 2014. You can find the fund review below. Other fund information such as fund assets, yield, expense ratio, top holdings, return, and fund manager can be found below. You can buy these funds for your brokerage or retirement account including traditional IRA or Roth IRA.

Top Closed End Funds 2014

Top utilities closed end funds 2014 are:
  1. Reaves Utility Income
  2. Macquarie Global Infrastructure Total Return Fund
  3. Wells Fargo Advantage Utilities & High Income
  4. Cohen & Steers Infrastructure
  5. BlackRock Utility & Infrastructure Trust
  6. Gabelli Utility Trust
  7. Duff&Phelps Global Utility Income
  8. Mac/First Global Infrastructure
  9. Gabelli Global Utility & Income

April 27, 2014

Top Stocks Week 17, 2014: Hospitals, Drug Delivery

Find best performing sector stocks of week 17 of 2014. Top stock industries are hospitals, drug delivery, electronic equipment, etc.

Top Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have recovered some of their losses in 2014. The S&P 500 index has a weekly return of -0.06%. NASDAQ Composite has a weekly return of -0.49%.

Best weekly performance of industry stocks of week 17, 2014 (April 21, 2014 – April 27, 2014) are:
    Top Stocks Week 17, 2014: Hospitals, Drug Delivery
  1. Hospitals – 9.49%
  2. Drug Delivery – 8.22%
  3. Electronic Equipment – 7.24%
  4. Semiconductor- Memory Chips – 4.77%
  5. Basic Materials Wholesale – 4.26%
  6. Drugs - Generic
  7. Drug Manufacturers - Other
  8. Gold
  9. Long-Term Care Facilities
  10. Lumber, Wood Production
  11. Drug Related Products
  12. Silver
  13. Research Services
  14. Recreational Vehicles
  15. Publishing - Books
  16. Machine Tools & Accessories
  17. Oil & Gas Equipment & Services
  18. Health Care Plans
  19. Copper
  20. Home Improvement Stores
No.NamePerf WeekPerf MonthPerf QuartPerf HalfPerf YearPerf YTD
1Hospitals9.49%6.97%7.17%9.22%30.40%8.30%
2Drug Delivery8.22%3.28%-0.50%18.11%73.06%12.65%
3Electronic Equipment7.24%4.84%4.56%8.62%41.06%1.82%
4Semiconductor- Memory Chips4.77%10.43%11.52%50.67%151.00%17.17%
5Basic Materials Wholesale4.26%12.69%4.35%18.38%18.19%14.48%
6Drugs - Generic4.21%0.53%5.74%21.61%51.44%10.42%
7Drug Manufacturers - Other3.98%3.99%16.49%34.37%42.52%22.69%
8Gold3.49%3.00%2.01%-1.67%-15.45%14.19%
9Long-Term Care Facilities3.48%0.41%9.85%20.19%31.79%6.73%
10Lumber, Wood Production3.41%2.03%0.74%-7.47%-9.82%-3.58%
11Drug Related Products3.27%-4.87%-1.59%14.62%26.50%-2.37%
12Silver3.18%1.16%-0.01%-2.14%-8.97%10.05%
13Research Services2.85%6.74%4.15%11.31%9.41%8.51%
14Recreational Vehicles2.64%2.14%7.65%5.83%41.00%-0.78%
15Publishing - Books2.02%7.54%-0.06%-7.54%14.87%-11.98%
16Machine Tools & Accessories2.02%4.71%5.42%3.59%17.31%0.93%
17Oil & Gas Equipment & Services1.95%7.83%17.43%11.76%36.77%13.03%
18Health Care Plans1.75%-4.80%3.04%11.65%27.58%1.16%
19Copper1.74%8.77%5.87%-1.70%7.40%-3.01%
20Home Improvement Stores1.74%-0.98%-0.48%2.07%13.81%-4.14%
21Wholesale, Other1.70%-7.43%-3.08%1.50%23.76%-8.74%
22Education & Training Services1.67%-3.23%-8.42%2.76%45.78%-3.70%

Hospitals and Drug Delivery Stocks

Looking into top hospitals & drug delivery stocks can provide an insight what stock market will bring for the next session. Retail or institutional investors may want to rotate to this sector to avoid bad performance. Growth stocks have been dud for 2014, value stocks have been holding up better. Some great sectors in 2014 are real estate, semiconductors, oil & gas equipment, etc.

Top hospitals stocks of week 17 are:
    Top hospitals stocks of week 17 2014
  1. Tenet Healthcare Corp. – 16.11%
  2. Community Health Systems, Inc. – 11.88%
  3. Universal Health Services Inc. – 11.08%
  4. Lifepoint Hospitals Inc.
  5. HCA Holdings, Inc.
  6. Select Medical Holdings Corporation
  7. SunLink Health Systems Inc.
  8. USMD Holdings, Inc.
  9. Concord Medical Services Holdings Limited
  10. AmSurg Corp.
No.CompanyTickerPerf WeekPerf MonthPerf QuartPerf YTDPrice
1Tenet Healthcare Corp.THC16.11%12.68%2.60%9.50%46.12
2Community Health Systems, Inc.CYH11.88%8.60%-0.45%1.66%39.92
3Universal Health Services Inc.UHS11.08%6.08%3.30%2.11%82.92
4Lifepoint Hospitals Inc.LPNT11.07%7.50%5.61%7.63%56.87
5HCA Holdings, Inc.HCA9.04%6.14%10.41%12.01%53.44
6Select Medical Holdings CorporationSEM1.68%17.03%26.82%21.20%13.95
7SunLink Health Systems Inc.SSY-0.68%-11.52%2.82%65.91%1.46
8USMD Holdings, Inc.USMD-1.05%-0.68%-24.08%-34.31%13.21
9Concord Medical Services Holdings LimitedCCM-3.65%-7.89%36.92%71.57%7.12
10AmSurg Corp.AMSG-5.68%-5.64%1.70%-4.92%43.66

Top drug delivery Stocks of week 17 are:
  1. IntelliPharmaCeutics International Inc. – 12.99%
  2. Valeant Pharmaceuticals International, Inc. – 9.57%
  3. Acura Pharmaceuticals Inc. – 6.15%
  4. Columbia Laboratories Inc.
  5. Flamel Technologies SA
  6. pSivida Corp.
  7. Alkermes plc
  8. Adamis Pharmaceuticals Corporation
  9. PetMed Express Inc.
  10. Delcath Systems, Inc.
  11. Bio-Path Holdings, Inc.
No.CompanyTickerPerf WeekPerf MonthPerf QuartPerf YTDPrice
1IntelliPharmaCeutics International Inc.IPCI12.99%-7.19%8.70%7.82%4
2Valeant Pharmaceuticals International, Inc.VRX9.57%3.61%1.22%13.91%133.73
3Acura Pharmaceuticals Inc.ACUR6.15%-9.80%-18.82%-17.37%1.38
4Columbia Laboratories Inc.CBRX4.58%-5.26%-0.44%3.63%6.85
5Flamel Technologies SAFLML4.00%-2.42%18.40%45.47%11.71
6pSivida Corp.PSDV2.03%-16.78%-23.97%-11.34%3.52
7Alkermes plcALKS1.20%3.21%-8.88%9.81%44.65
8Adamis Pharmaceuticals CorporationADMP-1.42%-12.76%-17.07%-13.30%5.54
9PetMed Express Inc.PETS-1.90%-1.83%0.16%-21.44%12.9
10Delcath Systems, Inc.DCTH-2.41%-26.41%-32.90%-12.26%3.65
11Bio-Path Holdings, Inc.BPTH-12.18%-9.51%-41.23%-40.50%2.38

Top Sector Stocks

Looking into the top sectors, you can find only utilities sector have positive return for this week. Is the sector rotation still happening or is the bull market losing its steam now? Does this mean investors are rotating out from momentum stocks to value stocks?

Top sector stocks of week 17 are:
    Top Sector Stocks 2014
  1. Healthcare – 1.29%
  2. Utilities – 0.83%
  3. Consumer Goods – 0.58%
  4. Basic Materials
  5. Industrial Goods
  6. Services
  7. Financial
  8. Conglomerates
  9. Technology
No.NamePerf WeekPerf MonthPerf QuartPerf HalfPerf YearPerf YTD
1Healthcare1.29%-0.82%3.00%10.53%22.96%4.64%
2Utilities0.83%5.12%11.86%10.55%10.89%10.16%
3Consumer Goods0.58%2.47%4.45%3.32%12.94%0.15%
4Basic Materials-0.26%5.27%10.45%6.76%14.52%4.99%
5Industrial Goods-0.46%1.99%4.88%8.48%27.19%0.26%
6Services-0.49%-0.80%1.64%4.39%20.05%-2.60%
7Financial-0.56%0.02%3.02%3.24%15.08%-0.57%
8Conglomerates-0.82%0.77%-0.94%0.85%12.12%-2.00%
9Technology-2.35%-2.24%-0.30%3.37%16.79%-2.57%

April 25, 2014

Best Performing Financial Sector ETFs 2014

Find best performing financial sector stocks ETFs 2014. Top exchange traded funds (ETFs) are iShares US Broker-Dealers, First Trust NASDAQ ABA Community Bank, etc.

Top Financial ETF Funds

Best Performing Financial Sector ETFs 2014Investing in sector stock exchange traded funds can be rewarding for investors. During certain period of market cycle some sectors may outperformed other sectors. In 2014, value stocks have been thriving. There are several sector funds such as consumer discretionary, industrials, healthcare, financials, energy, consumer staples, technology, utilities, real estate, and materials.

As a value sector, financial stock funds may provide higher return for the next years. This financial sector invests in bank, financial company, brokerage firms, insurance, consumer credit providers, etc. Some of the big financial companies include Wells Fargo Co, JPMorgan Chase, Bank of America, Prudential, TD Ameritrade, etc.

These top financial funds are selected based on its 1 year performance return. You can find the expense ratio fee, turnover rate, management, fund performance information below. Also, you will see the fund review and fund performance or return below.

Best performing financial sector ETFs 2014 are:
  1. iShares US Broker-Dealers ETF
  2. iShares MSCI Europe Financials ETF
  3. First Trust NASDAQ ABA Community Bank ETF
  4. SPDR S&P Regional Banking ETF
  5. PowerShares KBW Regional Banking
  6. iShares US Regional Banks
  7. PowerShares KBW Bank
  8. SPDR S&P Bank ETF
  9. PowerShares KBW Insurance
  10. iShares US Financial Services

April 23, 2014

Best Target Date 2046-2050 Mutual Funds 2014

Find best target date 2046-2050 mutual funds 2014. Top mutual funds are Invesco Balanced-Risk Retire 2050, Legg Mason Target Retirement 2050, Vanguard Target Retirement 2050, etc.

Target Date 2046-2050

Target date mutual funds are popular among long term investors. If you have an individual retirement account or 401k plan from your company, you might familiar with target date mutual funds. These funds invest in bonds and stocks. The assets are allocated based on your retirement age. For instance, if you choose a target date 2050 fund, you might find your mutual fund to invest more in stocks and less in bonds.

The top performing list is sorted based on its YTD performance in 2014. Investors can find the review and other fund information such as expense ratio, fund manager, yield, turnover rate, sales load, top holdings, top sectors, etc.

Best target date 2046-2050 mutual funds 2014 are:
    Best Target Date 2046-2050 Mutual Funds 2014
  1. Invesco Balanced-Risk Retire 2050 A (TNEAX)
  2. Manning & Napier Target 2050 K (MTYKX)
  3. Legg Mason Target Retirement 2050 A (LMJAX)
  4. American Century One Choice 2050 Investor (ARFVX)
  5. AllianzGI Retirement 2050 A (ASNAX)
  6. BlackRock Lifepath Index 2050 Investor A (LIPAX)
  7. PIMCO RealRetirement 2050 Institutional (PRMIX)
  8. BlackRock LifePath 2050 Investor A (LPRFX)

April 21, 2014

Top Stocks 2014: Semiconductor Memory Chips, Oil & Gas Refining

Find best performing sector stocks of week 16 2014. Top stock industries are Semiconductor Memory Chips, Oil & Gas Refining & Marketing, 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 recovered some of their losses in 2014. The S&P 500 index has a weekly return of 1.75%. NASDAQ Composite has a weekly return of 1.02%.

Best weekly performance of industry stocks of week 16, 2014 (April 14, 2014 – April 20, 2014) are:
    Top Stocks 2014: Semiconductor and Oil
  1. Semiconductor Memory Chips – 10.10%
  2. Internet Service Providers – 6.62%
  3. Toy & Hobby Stores – 5.29%
  4. Oil & Gas Refining & Marketing – 4.39%
  5. Appliances – 4.15%
  6. Trucking
  7. Aerospace/Defense - Major Diversified
  8. Independent Oil & Gas
  9. Oil & Gas Equipment & Services
  10. Beverages - Soft Drinks
  11. Rental & Leasing Services
  12. REIT - Hotel/Motel
  13. Rubber & Plastics
  14. Aerospace/Defense Products & Services
  15. Photographic Equipment & Supplies
  16. Specialty Chemicals
  17. Investment Brokerage - National
  18. Beverages - Brewers
  19. Internet Software & Services
  20. Industrial Equipment & Components

April 19, 2014

Top Convertible Mutual Funds 2014

Top convertible mutual funds 2014 are PIMCO Convertible, Columbia Convertible Securities, Miller Convertible Bond, etc.

Convertible Funds

Convertible funds use its assets to purchase portfolio of bonds that can be converted into stocks at a set price. These bond funds also pay a high yield due to lower credit quality of the bonds. You can invest in regular investment account, retirement account, 401(k) account, etc.

These best performing mutual funds are sorted based on its year to date return in 2014. You may find other fund review information: expense ratio, fund’s NAV, management, objective, yield, top holdings, etc.

Best Convertibles Mutual Funds

Top convertible mutual funds 2014 are:
    Top Convertible Mutual Funds 2014
  1. PIMCO Convertible A (PACNX)
  2. Columbia Convertible Securities A (PACIX)
  3. Miller Convertible Bond A (MCFAX)
  4. AllianzGI Convertible A (ANZAX)
  5. Victory Investment Grade Convertible A(SBFCX)
  6. Invesco Convertible Securities A(CNSAX)
  7. Vanguard Convertible Securities Investor (VCVSX)
  8. Harbor Convertible Securities Investor (HICSX)
  9. Franklin Convertible Securities A (FISCX)
  10. Putnam Convertible Securities A(PCONX)

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