July 16, 2014

Best Energy/ Resources Closed End Funds 2014

Best energy/ resources closed end funds 2014 are GAMCO Global Gold Natural Resources & Income, Tortoise Pipeline & Energy, ASA Gold and Precious Metals, etc.

Energy / Resources Funds

Best Energy/ Resources Closed End Funds 2014Investing in energy / resources stocks can be done through individual stocks, and investment funds (mutual funds, closed end funds, & exchange traded funds). Energy or resources stocks are essential in core investment. These stocks may provide income and growth opportunity.

Using investment funds such as closed end funds (CEFs), investors can enhance their return. Closed end funds are typically traded at discount from their NAV (Net Asset Value). These funds may invest in energy sector or natural resource sectors. Some of the popular companies include Exxon Mobil, Chevron, Newmont, etc.

Closed End Funds

Investing in closed end funds can be done through your brokerage. You can buy and sell these funds through your online stocks broker hence they are traded on stock exchanges such as NYSE or NASDAQ.

The list is sorted based on the funds’ YTD performance in 2014. You can find fund review and information in this article. Other information such as expense ratio, management, top holdings, top sector, and shares price can be found as well.

Best energy/ resources closed end funds 2014 are:
  1. GAMCO Global Gold Natural Resources & Income
  2. Tortoise Pipeline & Energy 
  3. ASA Gold and Precious Metals
  4. Cushing Renaissance Fund
  5. First Trust Energy Infrastructure Fund
  6. BlackRock Energy & Resources
  7. Petroleum & Resources
  8. BlackRock Real Asset Equity

July 14, 2014

Top iShares ETFs 2014

Top iShares ETFs 2014 are iShares MSCI India Small-Cap ETF, iShares Nasdaq Biotechnology Fund, iShares Morningstar Large-Cap Growth ETF.

iShares Exchange Traded Funds

iShares provide a diverse selection of exchange traded funds for investors. As part of BlackRock, there are 5 main ETF sectors such as U.S. stocks, global / international stocks, U.S. bonds, global / international bonds, and commodity & specialty ETF. iShares provide low costs, access to hundreds of companies and trading flexibility. ETFs can be a powerful addition to your investment portfolio.

You can buy these ETFs for your brokerage account or retirement accounts (Roth IRA or traditional IRA). Top 3 popular iShares ETFs (based on total assets) are iShares Core S&P 500 ETF (IVV), iShares MSCI EAFE ETF (EFA), and iShares MSCI Emerging Markets ETF (EEM).

Best ETFs

These top iShares ETFs are sorted based on its 1 year return (up to July 2014). You can find the fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s holdings, yield, etc.

Top iShares ETFs 2014 are:
    Top iShares ETFs 2014
  1. iShares MSCI India Small-Cap
  2. iShares MSCI Spain Capped
  3. iShares MSCI Denmark Capped
  4. iShares MSCI Italy Capped
  5. iShares Nasdaq Biotechnology
  6. iShares MSCI Finland Capped
  7. iShares Global Clean Energy
  8. iShares US Pharmaceuticals
  9. iShares PHLX Semiconductor
  10. iShares India 50

July 12, 2014

Best Performing Stocks Week 28, 2014: Aluminum, Gold

Find best performing sector stocks of week 28 of 2014. Top stock industries are aluminum, gold, foreign utilities, basic materials wholesale, meat products, silver, etc.

Best Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have turned positive in 2014. The S&P 500 index has a weekly return of -0.85%. NASDAQ Composite has a weekly return of -1.57%. Dow Jones Industrials Average has a weekly return of -0.68%.

Best weekly performance of industry stocks of week 28, 2014 (July 6, 2014 – July 13, 2014) are:
    Best Performing Stocks Week 28, 2014: Aluminum, Gold
  1. Aluminum – 4.37%
  2. Gold – 3.62%
  3. Foreign Utilities – 2.82%
  4. Basic Materials Wholesale – 2.54%
  5. Meat Products – 2.47%
  6. Silver – 2.37%
  7. Farm Products
  8. Major Airlines
  9. Wholesale, Other
  10. REIT - Retail

July 10, 2014

Top Performing Small Value Mutual Funds 2014

Top performing small value mutual funds 2014 are Perritt Ultra MicroCap Fund, Invesco Small Cap Value Fund, LSV Small Cap Value Fund, etc.

Small Value Funds

Small value funds use their assets to purchase stocks of small U.S. companies with valuations and growth rates below other small-cap peers. Value stocks means the stocks have low valuations (low price ratios and high dividend yields) and slow growth (low earning growth, low book value, etc). These small value funds may provide high yield for investors through dividends. They may be great for income.

Using mutual funds, investors can diversify their assets & minimize risks. Looking into the best performing funds also may provide instant idea how some funds are performing for the past performance. These equity funds can be invested for your brokerage account or retirement account (IRA or 401k plan).

Best Mutual Funds

The list is compiled based on the fund performance for the past 1 year. The top performing fund means it managed to rank in top in this small value category. You can find other fund information such as review, expense ratio, management, risk, top holdings, fund sector, etc.

Top performing small value mutual funds 2014 are:
    Top Performing Small Value Mutual Funds 2014
  1. Perritt Ultra MicroCap Fund
  2. Catalyst Small Cap Insider Buying Fund Class A
  3. Hotchkis And Wiley Small Cap Value Fund Class A
  4. Invesco Small Cap Value Fund Class A
  5. LSV Small Cap Value Fund
  6. Adirondack Small Cap Fund
  7. Towle Deep Value Fund
  8. Heartland Value Fund
  9. Wells Fargo Advantage Special Small Cap Value Fund Class A
  10. CornerCap Small Cap Value Fund

July 8, 2014

Best Senior Loan Closed End Funds 2014

Top performing senior loan closed end funds 2014 are NexPoint Credit Strategies Fund, Ares Dynamic Credit Allocation, etc.

Senior Loan Funds

A senior loan closed end fund is one of the taxable bond fund categories. This senior loan fund utilizes its assets to purchase a floating-rate bank loans instead of bonds. This bond fund provides high interest income for investors. It does have a higher investment risk than typical short term bond fund.
The investment risks for this senior loan or bank loan funds are interest rate risk, market risk, issuer’s risk, etc. You can buy these funds for your retirement account or brokerage account.

Top Closed End Funds

The list is sorted based on the funds’ YTD performance in 2014. You can find fund review and information in this article. Other information such as expense ratio, management, top holdings, top sector, and shares price can be found as well.

Top performing senior loan closed end funds 2014 are:
    Best Senior Loan Closed End Funds 2014
  1. NexPoint Credit Strategies Fund
  2. Oxford Lane Capital Corp
  3. Avenue Income Credit Strategy
  4. Ares Dynamic Credit Allocation
  5. Nuveen Floating Rate Income Opportunities
  6. Invesco VK Dynamic Credit Opportunities
  7. BlackRock Floating Rate Income Trust
  8. THL Credit Senior Loan Fund
  9. Blackstone/GSO LS Credit Income
  10. Apollo Senior Floating Rate

July 6, 2014

Top Stocks Week 27, 2014: Gaming Activities & Copper

Find best performing sector stocks of week 27 of 2014. Top stock industries are music & video stores, gaming activities, copper, research services, etc.

Best Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have turned positive in 2014. The S&P 500 index has a weekly return of 1.48%. NASDAQ Composite has a weekly return of 2.44%. Dow Jones Industrials Average has a weekly return of 1.34%.

Best weekly performance of industry stocks of week 27, 2014 (June 30, 2014 – July 06, 2014) are:
    Top Stocks Week 27, 2014: Gaming Activities & Copper
  1. Music & Video Stores – 15.67%
  2. Gaming Activities – 12.11%
  3. Copper – 8.68%
  4. Research Services – 7.79%
  5. Manufactured Housing – 7.44%
  6. Internet Service Providers
  7. Office Supplies
  8. Home Health Care
  9. Computer Peripherals
  10. Trucks & Other Vehicles
  11. Semiconductor - Integrated Circuits
  12. Semiconductor- Memory Chips
  13. Electronics Stores
  14. Industrial Metals & Minerals
  15. Biotechnology
  16. Publishing - Newspapers
  17. Computer Based Systems
  18. Auto Dealerships
  19. Beverages - Wineries & Distillers
  20. Semiconductor Equipment & Materials

July 4, 2014

Best Japan Stock Mutual Funds 2014

Best Japan stock mutual funds 2014 are Hennessy Japan Fund, Nuveen Tradewinds Japan Fund, Matthews Japan Fund, etc.

Japan Stock Funds

Japan stock funds invest mainly in equities of Japanese companies. The Japanese stock market is one of the largest stock market in the world. Portfolio holdings of each funds may vary depends on the fund’s objective. Some funds concentrate on Japan's larger companies, while others concentrate on the nation's smaller firms. These investment funds invest at least 70% of total assets in equities and invest at least 75% of stock assets in Japan.

Using mutual funds, investors can diversify their portfolio and minimize their risk. As part of international stock fund, you can invest in these Japan stock funds in your brokerage account or retirement account (IRA or 401k plan).

Top Mutual Funds

The top performing funds list is compiled based on the YTD performance in 2014. The top performing fund means it managed to rank in top in this Japan Stock category. You can find other fund information such as review, expense ratio, management, risk, top holdings, fund sector, etc.

Best Japan stock mutual funds 2014 are:
    Best Japan Stock Mutual Funds 2014
  1. Hennessy Japan Small Cap Fund (HJPSX)
  2. Hennessy Japan Fund (HJPNX)
  3. Nuveen Tradewinds Japan Fund (NTJAX)
  4. SunAmerica Japan Fund (SAESX)
  5. Matthews Japan Fund (MJFOX)
  6. Commonwealth Japan Fund (CNJFX)
  7. T. Rowe Price Japan Fund (PRJPX)
  8. Fidelity Japan Fund (FJPNX)

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...