May 30, 2015

BlackRock Enhanced Equity Dividend Fund (BDJ)

BlackRock Enhanced Equity Dividend Fund (BDJ) is a popular U.S stock closed end fund. The fund invests mainly in equity securities and through utilizing an options strategy. This fund objective is to provide current income and capital appreciation.

This BlackRock fund has a high yield of 6.77%. This yield is paid in monthly frequency. The fund managers are Kathleen Anderson, Kyle McClements, and Bob Shearer. The current market share price is $8.30. Its expense fee is low, only 0.16%.

BDJ Fund Profile

    BlackRock Enhanced Equity Dividend Fund (BDJ)
  • Fund Inception Date: 08/26/2005
  • Ticker Symbol: BDJ
  • CUSIP: 09251A104
  • Rank in category (2014): 62%
  • Category: US Equity - Covered Call
  • Yield: 6.77%
  • Effective Leverage: 0%
  • Capital Gains: -
  • Premium/ Discount: -9.39%
  • Base Expense Ratio: 0.16%
  • Net Assets: $ 1.73 billion

May 29, 2015

T. Rowe Price Global Technology Fund (PRGTX)

T. Rowe Price Global Technology Fund (PRGTX) is a popular sector stock mutual fund. This equity fund invests mainly in global technology companies. Most of the companies are expected to generate a majority of their revenues from the development, advancement, and use of technology.

This mutual fund objective is to provide long term capital growth. The fund manager is Joshua K. Spencer. There is no yield currently. Its expense fee is 0.91% per year. It has $1.97 billion of assets. This mutual fund has no sales load. It has a high portfolio turnover rate of 229%.

PRGTX Fund Profile

    T. Rowe Price Global Technology Fund (PRGTX)
  • Fund Inception Date: 09/29/2000
  • Ticker Symbol: PRGTX
  • CUSIP: 741494108
  • Beta (3yr): 0.99
  • Rank in category (YTD): 1%
  • Category: Technology
  • Yield: 0.00%
  • Capital Gains: -
  • Expense Ratio: 0.91%
  • Net Assets: $ 1.97 billion
  • Number of Years Up: 10 years
  • Number of Years Down: 4 years

May 27, 2015

Silver Stocks

Silver stocks are part of basic materials stock sector. Silver firms include mining and streaming companies for silver. Many times, these companies also look for other precious metals or non-precious metals such as gold, copper, zinc, and nickel.

Most of these businesses are structured as corporations. Silver companies might not offer any dividend yields due to the inherently volatile nature of commodity prices. Some may offer a little yield for income investors.

Silver Companies List

Silver is considerably less valuable than gold, sure, but it’s still more valuable than many of the other metals. Silver is a precious metal with an inherent softness. Silver also has a high conductivity of electricity as well as temperature. When investing in cyclical businesses like mining, tailwinds are always something you need to consider.

Silver companies are:
    Silver Stocks
  • Silver Wheaton Corp. (SLW)
  • Pan American Silver Corp. (PAAS)
  • Hecla Mining Co. (HL)
  • Coeur Mining, Inc. (CDE)
  • First Majestic Silver Corp. (AG)
  • Silver Standard Resources Inc. (SSRI)
  • MAG Silver Corp. (MVG)
  • Fortuna Silver Mines Inc. (FSM)
  • Endeavour Silver Corp. (EXK)
  • Silvercorp Metals Inc. (SVM)
  • Great Panther Silver Ltd (GPL)

May 26, 2015

Best Dodge & Cox Mutual Funds 2015 & 2016

Find best Dodge & Cox mutual funds 2015 & 2016. Top funds are Dodge & Cox Stock Fund, Dodge & Cox Income Fund, etc.

Top Performing Dodge & Cox Funds

Best Dodge & Cox FundsDodge & Cox only manages 6 no load mutual funds. This investment firm provides a simple, low-cost way to own a broadly diversified portfolio of stocks and/or fixed-income securities. Dodge & Cox also offers services to individuals, high net worth individuals, corporations, corporate retirement plans, public retirement plans, Taft-Hartley plans, tax exempt institutions, and endowments & foundations.

You can find these best Dodge & Cox funds for different sectors such as taxable bond fund, stock fund, international stock, etc. Depend on your risk tolerance; you may pick and choose from this best mutual funds list.

Best Dodge & Cox mutual funds 2015 & 2016 are:
  • Dodge & Cox Stock Fund (DODGX) 22.68%

May 25, 2015

Stock Markets Are Holding

Will we see a new high for stock markets? Find whether certain stock industries will be new leaders. Top stock market industries in week 21, 2015 are drug delivery, CATV system, etc.

Top Stock Markets

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 0.21%. NASDAQ Composite has a weekly return of 0.81%. Dow Jones Industrials Average has a weekly return of -0.15%. The small cap (Russell 2000) has a return of 0.69%.

Top performing stock industries in week 21, 2015 (May 18, 2015 to May 24, 2015) are:
    Stock Markets 2015
  1. Photographic Equipment & Supplies 8.61%
  2. Tobacco Products, Other 7.20%
  3. Drug Delivery 5.36%
  4. CATV Systems 4.96%
  5. Building Materials Wholesale 4.52%
  6. Hospitals 3.86%
  7. Auto Parts Wholesale 3.85%
  8. Semiconductor- Memory Chips 3.67%
  9. Movie Production, Theaters 3.59%
  10. Diversified Computer Systems 3.38%
  11. Publishing – Newspapers 3.24%
  12. Specialty Retail, Other 3.03%
  13. Gaming Activities 3.01%
  14. Recreational Vehicles 2.78%
  15. Internet Software & Services 2.58%

May 24, 2015

11 Top Performing Equity Energy ETFs 2015

Find top performing equity energy ETFs 2015. Best exchange traded funds are PowerShares Dynamic Energy Exploration & Production ETF, IQ Global Oil Small Cap ETF, etc.

Oil & Gas Exploration ETFs

Equity Energy ETFs uses its assets to purchase equity securities of U.S. or non-U.S. companies who conduct business mainly in energy-related industries. Some companies may operate in alternative energy, coal, exploration, oil and gas services, pipelines, natural gas services and refineries.

These top equity energy funds are selected based on its YTD performance in 2015. Unlike mutual fund, these exchange traded funds don’t have a sales load or a transaction fee. You can find the fund review and other fund information below such as the yield, expense ratio, fund manager, top holdings, top sectors, etc.

11 Top performing equity energy ETFs 2015 are:
    Equity Energy ETFs
  1. PowerShares Dynamic Energy Exploration & Production ETF (PXE)
  2. IQ Global Oil Small Cap ETF (IOIL)
  3. PowerShares DWA Energy Momentum ETF (PXI)
  4. SPDR S&P Oil & Gas Exploration & Production ETF (XOP)
  5. iShares US Oil & Gas Exploration & Production ETF (IEO)
  6. First Trust Energy AlphaDEX ETF (FXN)
  7. Market Vectors Oil Services ETF (OIH)
  8. iShares US Oil Equipment & Services ETF (IEZ)

May 23, 2015

Gold Stocks

Gold stocks are part of basic materials stock sector. Gold companies involve in the exploration and manufacture of gold from mines. Many times they also explore for other metals, such as silver, copper, and zinc.

Gold companies are generally designed as corporations and have profits that are linked with the price of gold. These companies usually offer average to below average dividend yields.

Gold Companies List

Gold is considered to be a safe-haven asset during times of economic uncertainty. But as we’ve seen during the past several months, nothing has been more volatile.

Gold miners rely on high gold prices to compensate their exploration and production costs. If you research miners’ cost per ounce of gold produced, the numbers are different from one miner to other miners. That’s because there isn’t a standard metric to measure the true costs of mining operations.

Gold companies are:
    Gold Stocks
  • Goldcorp Inc. (GG)
  • Barrick Gold Corporation (ABX)
  • Newmont Mining Corporation (NEM)
  • Franco-Nevada Corporation (FNV)
  • Agnico Eagle Mines Limited (AEM)
  • Randgold Resources Limited (GOLD)
  • AngloGold Ashanti Ltd. (AU)
  • Royal Gold, Inc. (RGLD)
  • Yamana Gold, Inc. (AUY)
  • Eldorado Gold Corporation (EGO)
  • Gold Fields Ltd. (GFI)
  • Kinross Gold Corporation (KGC)
  • Sibanye Gold Limited (SBGL)

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