July 25, 2015

Top 10 Stock Brokers for 2015 & 2016

Find top 10 stock brokers for 2015 & 2016. Best online brokerages are TD Ameritrade, Fidelity, and Merrill Edge.

Popular Online Brokerage

Finding the right online broker is not an easy job for traders or investors. You need to find a company you can rely. The brokerages need to provide access to every asset class you intend to trade, and they can’t charge high commissions or fees. Some may provide special features like research reports, analytic software, banking, credit card, and a mobile app.

To help you find the best broker for your needs, MEPB Financial reviewed every online trading firm. We had used variables for this list. We have created the overall rankings for these top stock brokers.

Top 10 stock brokers for 2015 & 2016 are:
    Top 10 Stock Brokers for 2015 & 2016
  1. TD Ameritrade
  2. Fidelity
  3. Merrill Edge
  4. OptionsHouse
  5. Charles Schwab
  6. Scottrade
  7. TradeKing
  8. Interactive Brokers

July 23, 2015

EV Tax Advantaged Dividend Income Fund (EVT)

EV Tax Advantaged Dividend Income Fund (EVT) is a popular closed end fund. This Eaton Vance fund invests mainly in dividend paying common and preferred stock. The fund’s objective is to provide current income and capital growth.

This fund has a share price of $20.60. It has a high yield of 6.72%. The yield is distributed on monthly basis. This top closed end fund is managed by Michael A. Allison, John H. Croft, John D. Crowley, and Edward J. Perkin. The current market price is trading at 10.59% discount to its NAV (Net Asset Value). The total expense ratio fee is 1.37% per year.

EVT Fund Profile

    EV Tax Advantaged Dividend Income Fund | EVT
  • Fund Inception Date: 09/30/2003
  • Ticker Symbol: EVT
  • CUSIP: 27828G107
  • Rank in category (YTD): 25%
  • Category: US Equity Tax-Advantaged
  • Distribution Rate: 6.74%
  • Effective Leverage: 21.03%
  • Capital Gains: -
  • Base Expense Ratio: 1.15%
  • Net Assets: $ 2.15 billion

July 21, 2015

Top 15 Emerging Markets Bond ETFs in 2015

See top 15 emerging markets bond ETFs in 2015. These best exchange traded funds invests in debts issued by developing countries.

Best EM Debt Funds

Emerging markets bond ETFs invest mainly in debts issued by emerging markets countries such as China, Brazil, India, Russia, etc. These bond funds may invest in corporate and government debts.

These top performing ETFs are sorted based on its year to date return (up to July 18, 2015). You can find the best exchange traded fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, fund’s holdings, yield, etc.

Emerging Markets Bond ETFsTop 15 emerging markets bond ETFs in 2015 are:
  1. Market Vectors Emerging Markets High Yield Bond ETF (HYEM)
  2. iShares Emerging Markets High Yield Bond ETF (EMHY)
  3. ProShares Short Term USD Emerging Markets Bond ETF (EMSH)
  4. PowerShares Chinese Yuan Dim Sum Bond ETF (DSUM)
  5. iShares Emerging Markets Corporate Bond ETF (CEMB)
  6. SPDR BofA Merrill Lynch Emerging Markets Corporate Bond ETF (EMCD)
  7. Vanguard Emerging Markets Government Bond ETF (VWOB)
  8. Global X GF China Bond ETF (CHNB)
  9. WisdomTree Emerging Markets Corp Bond ETF (EMCB)
  10. Market Vectors ChinaAMC China Bond ETF (CBON)

July 20, 2015

IQ Global Oil Small Cap ETF (IOIL)

IQ Global Oil Small Cap ETF (IOIL) is an equity energy exchange traded fund. This ETF invests in stocks of oil sector companies. It uses its assets to purchase global small cap companies engaged in the oil sector, including in the areas of exploration and production, refining and marketing, and equipment, services and drilling. This equity fund is tracking the IQ Global Oil Small Cap Index.

This index fund has $5.24 million of assets. Its dividend yield is 1.66%. The annual expense ratio fee is 0.76%. The current share price is $16.20.

IOIL Fund Profile

    IQ Global Oil Small Cap ETF | IOIL
  • Fund Inception Date: 05/05/2011
  • Ticker Symbol: IOIL
  • CUSIP: 45409B842
  • Rank in category (YTD): 6%
  • Category: Equity Energy
  • Yield: 1.66%
  • Capital Gains: -
  • Expense Ratio: 0.76%
  • Total Assets: $ 5.24 million

July 19, 2015

NASDAQ Stocks Are Going Up in Week 29, 2015

NASDAQ stocks are moving higher again. Top stock market industries in week 29, 2015 are internet information providers, biotechnology.

Top NASDAQ Equities

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 2.42%. NASDAQ Composite has a weekly return of 4.25%. Dow Jones Industrials Average has a weekly return of 1.86%. The small cap (Russell 2000) has a return of 1.22%.

Top 25 stock industries in week 29, 2015 (July 13, 2015 to July 19, 2015) are:
    NASDAQ Stocks
  1. Internet Information Providers 17.83%
  2. Semiconductor- Memory Chips 12.43%
  3. Photographic Equipment & Supplies 7.76%
  4. Catalog & Mail Order Houses 7.15%
  5. Biotechnology 6.97%
  6. Internet Service Providers 5.35%
  7. Electronic Equipment 4.60%
  8. Dairy Products 4.58%
  9. Home Health Care 4.36%
  10. Research Services 4.02%
  11. Conglomerates 3.58%
  12. Rental & Leasing Services 3.56%
  13. Major Airlines 3.56%
  14. Specialty Retail, Other 3.49%
  15. Auto Dealerships 3.47%

July 17, 2015

Top 14 Closed End Funds in 2015

See top 14 closed end funds in 2015. These best funds are Cornerstone Total Return, Tekla Life Sciences Investors, etc.

Best Funds

Closed end funds are similar to exchange traded funds. They may offer value for investors though yield and discounted value from its NAV (Net Asset Value). These funds are traded like stock.

These best performing closed end funds are sorted based on its year to date return in 2015 (up to July, 13 2015). You may find other fund review information: expense ratio, fund’s NAV, management, objective, yield, top holdings, etc.

Top 14 closed end funds in 2015 are:
    Top 14 Closed End Funds in 2015
  1. Cornerstone Total Return (CRF)
  2. Tekla Life Sciences Investors (HQL)
  3. Tekla Healthcare Investors (HQH)
  4. Cornerstone Strategic Value (CLM)
  5. JH Financial Opportunities (BTO)
  6. Aberdeen Japan Equity Fund (JEQ)
  7. Japan Smaller Capitalization (JOF)
  8. New Ireland Fund (IRL)
  9. Herzfeld Caribbean Basin (CUBA)
  10. EV Tax-Managed Global Buy Write Opportunities (ETW)
  11. BlackRock International Growth & Income (BGY)
  12. Aberdeen Israel (ISL)

July 15, 2015

Dodge & Cox Global Stock Fund (DODWX)

Dodge & Cox Global Stock Fund (DODWX) is a popular international stock mutual fund. This equity fund invests mainly in a diversified portfolio of equity securities issued by companies from at least three different countries, including emerging markets countries.

This Dodge & Cox Global Stock Fund utilizes its assets to purchase 40% of its total assets in securities of non-U.S. companies and will invest at least 80% of its total assets in common stocks, preferred stocks, certain securities convertible into common stocks. The fund objective is to provide long-term growth of principal and income.

DODWX Fund Profile

    Dodge & Cox Global Stock Fund | DODWX
  • Fund Inception Date: 05/01/2008
  • Ticker Symbol: DODWX
  • CUSIP: 256206202
  • Beta (3yr): 0.79
  • Rank in category (YTD): 65%
  • Category: World Stock
  • Distribution Yield: 1.24%
  • Capital Gains: -
  • Expense Ratio: 0.65%
  • Net Assets: $ 6.2 billion
  • Number of Years Up: 5 years
  • Number of Years Down: 1 year

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