April 4, 2015

Top Oil & Gas Drilling & Exploration Stocks 2015

Will Oil & Gas Drilling & Exploration stock find their luster finally? Top performing industries in week 14, 2015 are Oil & Gas Drilling & Exploration, Auto Dealerships, etc.

Best Materials Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 0.58%. NASDAQ Composite has a weekly return of 0.48%. Dow Jones Industrials Average has a weekly return of 0.51%. The small cap (Russell 2000) has a return of 1.99%.

Top performing stock industries in week 14, 2015 (March 30, 2015 to April 5, 2015) are:
    Top Oil Stocks
  1. Dairy Products 8.08%
  2. Oil & Gas Drilling & Exploration 7.53%
  3. General Entertainment 7.47%
  4. Auto Dealerships 7.41%
  5. Nonmetallic Mineral Mining 7.31%
  6. Aluminum 6.07%
  7. Residential Construction 5.76%
  8. Foreign Utilities 5.37%
  9. Gaming Activities 5.25%
  10. Resorts & Casinos 4.69%

April 3, 2015

Best Artisan Mutual Funds 2015

Artisan Partners is one of the popular investment management firms. There are 14 equity strategies spanning different market capitalization segments and investing styles. The firm provides high value added investment, talent driven business model, and thoughtful growth.

Top Mutual Funds

Best Artisan Mutual Funds 2015You can find these popular Artisan funds for different sectors such as U.S. stock fund and international stock fund. Depend on your risk tolerance; you may pick and choose from this best Artisan’s funds list.

Best Artisan Mutual Funds 2015 are:
  • Artisan Global Opportunities Fund (ARTRX)
  • Artisan International Value Fund (ARTKX)
  • Artisan Global Equity Fund (ARTHX)
  • Artisan Global Value Fund (ARTGX)
  • Artisan International Fund (ARTIX)
  • Artisan Mid Cap Fund (ARTMX)

April 2, 2015

iShares Russell 2000 ETF (IWM)

iShares Russell 2000 ETF (IWM) is an index exchange traded fund offered by BlackRock iShares. This index fund utilizes its assets to purchase stocks of U.S. companies with small-capitalization. This ETF is tracking the Russell 2000 Index.

Investor can invest in this ETF to get access to 2000 small-cap domestic stocks in single fund. It mainly invests in small public U.S. companies. The fund objective is to provide long term growth.

IWM Fund Details

    iShares Russell 2000 ETF (IWM)
  • Fund Inception Date: 05/22/2000
  • Ticker Symbol: IWM
  • CUSIP: 464287655
  • Rank in category (2014): 55%
  • Category: Small Blend
  • Yield: 1.38%
  • Capital Gains: -
  • Expense Ratio: 0.20%
  • Total Assets: $ 35.16 billion

March 31, 2015

Top Performing Income & Preferred Stocks Closed End Funds 2015

Income & preferred stocks closed end funds are investing in high dividend stocks & preferred stocks with high yield. Income seeker investors will find these funds attractive.

High Yield Funds

These top closed end funds are selected based on its 1 year performance for the past year. You may find other information such as expense ratio fee, portfolio turnover rate, management or index approach, performance, etc. You can find the fund review and comparison below.

Top performing income & preferred stocks closed end funds 2015 are:
  1. Flaherty & Crumrine Preferred Income Fund (PFD)
  2. Flaherty & Crumrine Preferred Income Opportunity Fund (PFO)
  3. John Hancock Preferred Income 3 (HPS)
  4. John Hancock Premium Dividend Fund (PDT)
  5. John Hancock Preferred Income Fund (HPI)
  6. Cohen & Steers Select Preferred and Income Fund (PSF)
  7. John Hancock Preferred Income 2 (HPF)

March 29, 2015

Rotation to Consumer Stocks: Food Stocks

Are we seeing a rotation to consumer stocks for the past week? Top performing industries in week 13, 2015 are major diversified food, jewelry stores, long distance carriers, and other drug manufacturers.

Best Food Stocks

Food StocksThis post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -2.20%. NASDAQ Composite has a weekly return of -2.69%. Dow Jones Industrials Average has a weekly return of -2.29%. The small cap (Russell 2000) has a return of -1.99%.

Top performing stock industries in week 13, 2015 (March 23, 2015 to March 29, 2015) are:
  1. Food - Major Diversified 23.46%
  2. Jewelry Stores 6.07%
  3. Long Distance Carriers 5.64%
  4. Photographic Equipment & Supplies 5.59%
  5. Synthetics 4.22%
  6. Drug Manufacturers – Other 2.78%
  7. Office Supplies 2.53%
  8. General Contractors 2.49%

March 27, 2015

Vanguard Global Equity Fund (VHGEX)

Vanguard Global Equity Fund (VHGEX) is an actively managed international stock mutual fund. This mutual fund invests in 800-plus stocks from more than 20 countries around the world. It may invest in US, Europe, emerging markets, pacific, Middle East, etc.

VHGEX Fund Profile

    Vanguard Global Equity Fund (VHGEX)
  • Fund Inception Date: 08/14/1995
  • Ticker Symbol: VHGEX
  • CUSIP: 922038203
  • Beta (3yr): 0.79
  • Rank in category (YTD): 65%
  • Category: World Stock
  • Distribution Yield: 1.58%
  • Capital Gains: -
  • Expense Ratio: 0.61%
  • Net Assets: $ 4.4 billion
  • Number of Years Up: 14 years
  • Number of Years Down: 5 year

March 24, 2015

Bond Investment: Mutual Funds, ETFs, CEFs

Bond investment is popular among any investors. Bond is an instrument of indebtedness of the bond issuer to the bond holders. Typically bond issuer will pay certain yield on certain period for the holders. Bond may be issued by government or corporation. Bond issued by U.S. government is also known as U.S. Treasuries.

Bond features include:
    Bond Funds
  • Principal: Nominal or face amount on which bond issuer pay interest.
  • Maturity: The date when the issuer needs to repay the nominal amount is known as maturity.
  • Coupon: The coupon is the interest rate that the issuer pays to the holder.
  • Yield:  The rate of return received from investing in the bond is known as yield.
  • Credit Quality: Credit rating agencies may grade the bond quality issued by government or corporation.
  • Market Price: The present value of your bond is also known as market price.

How to Invest in Bond

There are many ways for investors to invest in bond. You can invest in individual bond through your brokerage. Other ways to invest is through bond funds including mutual fund, exchange traded fund, and closed end fund. You can also buy bond funds through your brokerages.

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...