August 3, 2015

Fidelity Online Brokerage Review

Fidelity Investments is well known among investors and traders. Fidelity is considered as a full service broker. It has more than 15 million brokerage accounts & $1.5 trillion of client assets as of July 1, 2015. Fidelity provides variety of product & service offerings. It offers investment guidance and retirement services.

Fidelity Brokerage Profile

  • Products: Stocks, bonds, mutual funds, annuities, insurance, commercial paper, CDs, IPOs, precious metals, managed portfolios
  • Stock Orders: $7.95 per trade
  • ETF Orders: $7.95 per trade
  • Limit Orders: $7.95 per trade
  • Phone FAST Orders: $12.95 per trade
  • Broker Assisted: $32.95 per trade
  • ishares ETFs Orders: $0.00 for iShares & Fidelity ETFs
  • Mutual Funds: $0.00 for Fidelity & NTF funds. Non-NTF: $49.95.
  • Options: $7.95/trade+$0.75/contract
  • Minimum to Open: $2500
  • Inactivity Fee: $0.00
  • Some Other Fees: Tender Fee: $38.00.
  • Maximum Margin Rate: Based on proprietary base rate.

Commissions & Fees

Fidelity uses a simple, flat-fee trading commission structure. Stock trades are $7.95 per trade, and option trades run at $7.95, plus $.75 per contract. These types of commissions are similar to those found at TD Ameritrade, ETRADE, Charles Schwab, and

August 2, 2015

Stocks Close Higher Due to Earnings in July

Most stocks close higher due to earnings in July 2015. Will the stocks move up again for next month? Top stock market industries in week 31, 2015 are Air Delivery & Freight Services, and Trucking.

Top Transportation Stocks

Transportation StocksThis post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 1.19%. NASDAQ Composite has a weekly return of 0.78%. Dow Jones Industrials Average has a weekly return of 0.69%. The small cap (Russell 2000) has a return of 1.05%.

Top 25 stock industries in week 31, 2015 (July 27, 2015 to August 2, 2015) are:

No.NamePerf Week
1Office Supplies9.21%
2Computers Wholesale9.21%
3Confectioners6.52%
4Air Delivery & Freight Services6.47%
5Trucking6.26%
6Publishing - Periodicals6.25%
7Electronics Wholesale5.61%
8General Contractors5.44%
9Security & Protection Services5.28%
10Aerospace/Defense - Major Diversified5.22%
11Computer Based Systems5.00%
12Residential Construction4.95%
13Long-Term Care Facilities4.85%
14Cleaning Products4.84%
15Data Storage Devices4.73%
16Research Services4.67%
17Textile Industrial4.62%
18Drug Manufacturers - Other4.49%
19Waste Management4.28%
20Industrial Metals & Minerals4.18%
21General Building Materials4.12%
22Tobacco Products, Other4.07%
23Food - Major Diversified4.01%
24Railroads3.87%
25Technical Services3.85%
26Rental & Leasing Services3.84%

Best Stock Industries

Looking into best weekly stocks can provide an insight what stock market will bring for the next session. Retail or institutional investors may want to rotate to this sector to avoid bad returns. Can growth stocks finally make the comeback?

July 31, 2015

10 Best Option Strategies Closed End Funds in 2015

Find 10 best option strategies closed end funds in 2015. Top CEFs are Columbia Seligman Premium Technology Growth Fund, Eaton Vance Enhanced Equity Income Fund.

Top Covered Call Funds

Covered call closed end funds are also known as buy write funds. The vast majority of funds are devoted to owning common shares and writing calls against their holdings. In general these funds write call options against 40-95% of their portfolios.

These top closed end funds are selected based on its year to date performance in 2015 (up to July 26, 2015). 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.

The 10 best option strategies closed end funds in 2015 are:
    Best Option Strategies Closed End Funds in 2015
  1. Columbia Seligman Premium Technology Growth Fund (STK)
  2. Eaton Vance Enhanced Equity Income Fund II (EOS)
  3. Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV)
  4. Voya Global Advantage and Premium Opportunity Fund (IGA)
  5. Eaton Vance Tax-Managed Buy-Write Income Fund (ETB)
  6. Nuveen S&P 500 Buy-Write Income Fund (BXMX)
  7. Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY)
  8. BlackRock Enhanced Capital & Income Fund (CII)

July 29, 2015

Market Vectors Oil Services ETF (OIH)

Market Vectors Oil Services ETF (OIH) is a popular exchange traded fund. This fund invests in stocks of energy related companies. The Oil Services Index is comprised of common stocks and depositary receipts of U.S. exchange-listed companies in the oil services sector. Such companies may include small- and medium-capitalization companies and foreign companies that are listed on a U.S. exchange.

This equity fund is tracking Market Vectors US Listed Oil Services 25 Index. This fund may be not diversified. The total net assets are $1.44 billion. The current dividend yield is 2.19%. The annual expense fee is 0.35%.

OIH Fund Profile

    Market Vectors Oil Services ETF | OIH
  • Fund Inception Date: 12/22/2011
  • Ticker Symbol: OIH
  • CUSIP: 678002106
  • Rank in category (YTD): 32%
  • Category: Equity Energy
  • Yield: 2.19%
  • Capital Gains: -
  • Expense Ratio: 0.35%
  • Total Assets: $ 1.09 billion

July 27, 2015

Top 15 American Funds Mutual Funds in 2015

See top 15 American Funds mutual funds in 2015. These best mutual funds are American Funds SMALLCAP World Fund, American Funds Growth Fund, etc.

Best American Funds

These best American mutual funds in 2015 are selected based on its performance history for the past 1 year. The funds may be ranked by other financial websites such as Morningstar, US News, Forbes, etc. You may find the fund review below and other fund information.

Top 15 American FundsTop 15 American Funds Mutual Funds in 2015 are:
  1. American Funds SMALLCAP World Fund (SMCWX)
  2. American Funds Growth Fund (AGTHX)
  3. American Funds AMCAP Fund (AMCPX)
  4. American Funds New Economy Fund (ANEFX)
  5. American Funds Fundamental Investments Fund (ANCFX)
  6. American Funds American Mutual Fund (AMRMX)
  7. American Funds New Perspective Fund (ANWPX)
  8. American Funds Investment Company of America Fund (AIVSX)
  9. American Funds Washington Mutual Fund (AWSHX)
  10. American Funds High-Income Municipal Bond Fund (AMHIX)

July 26, 2015

Tech & BioTech Stocks are Holding Up in Week 30, 2015

Will tech & biotech stocks stay up? Top stock market industries in week 30, 2015 are catalog & mail order houses, drug delivery, etc.

Top Technology Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -2.19%. NASDAQ Composite has a weekly return of -2.33%. Dow Jones Industrials Average has a weekly return of -2.84%. The small cap (Russell 2000) has a return of -3.23%.

Top 25 stock industries in week 29, 2015 (July 20, 2015 to July 26, 2015) are:
    Tech Stocks
  1. Photographic Equipment & Supplies 9.67%
  2. Catalog & Mail Order Houses 6.88%
  3. Drug Delivery 5.48%
  4. Appliances 3.87%
  5. Accident & Health Insurance 3.51%
  6. Technical & System Software 3.22%
  7. Diagnostic Substances 2.41%
  8. Specialty Eateries 2.40%
  9. Security Software & Services 1.64%
  10. Broadcasting – Radio 1.49%
  11. Diversified Computer Systems 1.15%
  12. Networking & Communication Devices 1.15%
  13. Textile - Apparel Clothing 0.99%
  14. Consumer Services 0.99%
  15. Data Storage Devices 0.88%

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

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...