February 14, 2015

Stock Indices Close at a New High

Stocks indices close at a new high in week 7, 2015. Top performing industries are gaming activities, semiconductor, lodging, etc.

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 2.10%. NASDAQ Composite has a weekly return of 3.15%. Dow Jones Industrials Average has a weekly return of 1.26%. The small cap (Russell 2000) has a return of 1.50%.

Best weekly performance of industry stocks of week 6, 2015 (February 9, 2015 – February 15, 2015) are:
    Top Stocks
  1. Gaming Activities 12.78%
  2. Semiconductor- Memory Chips 9.30%
  3. Networking & Communication Devices 7.26%
  4. Lodging 7.04%
  5. Electronic Equipment 6.48%
  6. Computer Peripherals 6.28%
  7. Industrial Metals & Minerals 6.17%
  8. Copper 6.04%
  9. Movie Production, Theaters 5.73%
  10. Semiconductor - Integrated Circuits 5.70%

February 13, 2015

Sprott Physical Gold Trust (PHYS)

Sprott Physical Gold Trust (PHYS) is a popular gold closed end fund with $1.6 billion of assets. It invests in physical gold bullion. The fund objective is to provide an exchange traded alternative for investors interested in gold commodities.

PHYS Fund Profile

    Sprott Physical Gold Trust (PHYS)
  • Fund Inception Date: 02/26/2010
  • Ticker Symbol: PHYS
  • CUSIP: 85207H104 
  • Rank in category (YTD): 50%
  • Category: US Equity-Commodities
  • Distribution Rate: 0%
  • Effective Leverage: -
  • Capital Gains: -
  • Base Expense Ratio: 0.35%
  • Net Assets: $ 1.62 billion

February 11, 2015

Best Performing High Yield Bond Closed End Funds 2015

Find best performing high yield bond closed end funds 2015. Top funds are Babson Capital Corporate Investors Fund, Deutsche High Income Trust Fund, etc.

High Yield Debt Funds

These top performing closed end funds are selected based on its 1 year total return up to February 8, 2015. Most of these high yield bond funds may also be rated among the best in their category. I have also provided some details about its management, performance, expense ratio, initial investment requirement, risk, top holdings, etc.

Best performing high yield bond closed end funds 2015 are:
    High Yield Bond Funds
  1. Babson Capital Corporate Investors Fund (MCI)
  2. Deutsche High Income Opportunities Fund (DHG)
  3. Deutsche High Income Trust Fund (KHI)
  4. Putnam High Income Securities Fund (PCF)
  5. Wells Fargo Advantage Income Opportunities Fund (EAD)
  6. New America High Income Fund (HYB)

February 9, 2015

Top Guggenheim ETFs for 2015

Finding best ETFs for 2015 is important for investors. The following will look into top Guggenheim exchange traded funds. There are several branches of ETFs including U.S. stock ETF, index ETF, bond fund, international stock fund, etc.

Guggenheim ETFs are offered by Guggenheim Investments. They also provide products such as mutual funds, closed end funds, currencyshares, variable insurance funds, and unit investment trusts. Guggenheim ETFs are popular due to its offerings are different from regular index funds. These ETFs are distributed by Guggenheim Funds Distributors, LLC.

Popular Guggenheim Funds

We review rankings from Morningstar, Lipper, Zacks, TheStreet.com, U.S. News, and Standard & Poor’s. You can learn from our methodology from variety of our previous articles. You can also find the 1 year average returns of these best exchange traded funds from this list.

Top Guggenheim ETFs for 2015 are:
    Top Guggenheim ETFs
  • Guggenheim China Technology ETF (CQQQ)
  • Guggenheim Defensive Equity ETF (DEF)
  • Guggenheim Mid-Cap Core ETF (CZA)
  • Guggenheim Raymond James SB-1 Equity ETF (RYJ)
  • Guggenheim Russell 1000 Equal Weight ETF (EWRI)
  • Guggenheim Russell MidCap Equal Weight ETF (EWRM)
  • Guggenheim S&P 500 Equal Weight Financial ETF (RYF)
  • Guggenheim S&P 500 Equal Weight Consumer Staples ETF (RHS)
  • Guggenheim S&P 500 Equal Weight Materials ETF (RTM)

February 8, 2015

Oil & Bank Stocks Are Roaring Back

Oil & bank stocks are roaring back in week 6, 2015. Top performing industries are banks, oil & gas exploration, cement, copper, etc. All indices are having big returns.

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 3.12%. NASDAQ Composite has a weekly return of 2.36%. Dow Jones Industrials Average has a weekly return of 3.93%. The small cap (Russell 2000) has a return of 3.46%.

Best weekly performance of industry stocks of week 6, 2015 (February 2, 2015 – February 8, 2015) are:
    Top Oil & Bank Stocks
  1. Tobacco Products, Other 15.90%
  2. Regional - Southwest Banks 10.57%
  3. Oil & Gas Drilling & Exploration 9.41%
  4. Cement 9.23%
  5. Copper 9.06%
  6. Regional - Southeast Banks 8.44%
  7. Mortgage Investment 8.39%
  8. General Contractors 7.52%
  9. Investment Brokerage – National 7.52%
  10. Regional - Pacific Banks 7.22%

February 7, 2015

Vanguard Capital Opportunity Fund (VHCOX)

Vanguard Capital Opportunity Fund (VHCOX) is a popular actively managed mutual fund. This investment fund focuses in US stock mutual funds with growth.

It uses its assets to purchase stocks of companies that will grow in time, but may be volatile in the short-term. This Vanguard fund may focus in certain market sectors, including information technology and health care, helps differentiate the fund from its benchmark and peer funds.

VHCOX Fund Profile

    Vanguard Capital Opportunity Fund (VHCOX)
  • Fund Inception Date: 08/14/1995
  • Ticker Symbol: VHCOX
  • CUSIP: 922038302
  • Beta (3yr): 1.01
  • Rank in category (YTD): 2%
  • Category: Large Growth
  • Distribution Yield: 0.60%
  • Capital Gains: 0%
  • Expense Ratio: 0.45%
  • Net Assets: $ 15.4 billion
  • Number of Years Up: 13 year
  • Number of Years Down: 5 year

February 5, 2015

Best SPDR ETFs for 2015

Finding best ETFs for 2015 is important. The following will look into best SPDR exchange traded funds. There are several branches of ETFs including U.S. stock ETF, index ETF, bond fund, international stock fund, etc.

SPDR ETF is part State Street Global Advisors offering. It has been licensed for use by State Street Corporation. The ETF distributor is State Street Global Markets, LLC, member of FINRA & SIPC. It is a wholly owned subsidiary of State Street Corporation.

Popular SPDR Funds

We review rankings from Morningstar, Lipper, Zacks, TheStreet.com, U.S. News, and Standard & Poor’s. You can learn from our methodology from variety of our previous articles. You can also find the 1 year average returns of these best mutual funds from this list.

Best SPDR ETFs for 2015 are:
    Best SPDR ETFs for 2015
  • SPDR Barclays Long Term Corporate Bond ETF (LWC)
  • SPDR Barclays Long Term Treasury ETF (TLO)
  • SPDR Barclays TIPS ETF (IPE)
  • SPDR Dow Jones Global Real Estate ETF (RWO)
  • SPDR Dow Jones Industrial Average ETF (DIA)
  • SPDR Nuveen Barclays Build America Bond ETF (BABS)
  • SPDR Nuveen S&P High Yield Muni Bond ETF (HYMB)
  • SPDR Russell 1000 ETF (ONEK)
  • SPDR Russell 3000 ETF (THRK)
  • SPDR Russell Small Cap Completeness ETF (RSCO)

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