August 9, 2015

Oil is down, what stocks are up during week 32, 2015?

Oil is still going down. What stocks are moving up then during week 32, 2015? Top stock market industries are home health care, multimedia & graphics software, etc.

Top Stock Industries

Stocks CrashThis post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -1.18%. NASDAQ Composite has a weekly return of -1.65%. Dow Jones Industrials Average has a weekly return of -1.65%. The small cap (Russell 2000) has a return of -2.54%.

More: Rotate To Banks And Hospitals Stocks

Top 25 stock industries in week 32, 2015 (August 3, 2015 to August 9, 2015) are:

No.NamePerf WeekPerf MonthPerf Quart
1Home Health Care7.73%17.46%33.66%
2Building Materials Wholesale7.05%-1.43%-6.91%
3Multimedia & Graphics Software4.88%5.83%10.04%
4Rubber & Plastics3.07%3.96%2.76%
5Major Airlines3.06%7.19%-3.13%
6Internet Software & Services2.39%4.20%5.62%
7Diversified Investments2.32%2.78%0.28%
8Housewares & Accessories2.24%7.25%8.04%
9Regional Airlines1.98%8.68%-2.71%
10Specialized Health Services1.97%3.33%4.99%
11Beverages - Soft Drinks1.71%5.33%4.21%
12Steel & Iron1.66%-1.90%-19.77%
13Photographic Equipment & Supplies1.46%20.86%25.25%
14Diversified Communication Services1.43%6.43%5.55%
15Staffing & Outsourcing Services1.35%0.02%1.10%
16Resorts & Casinos1.32%6.87%9.51%
17Confectioners1.19%9.23%13.02%
18Personal Services1.17%7.50%9.88%
19Beverages - Wineries & Distillers1.15%2.35%7.25%
20Diagnostic Substances1.11%12.98%17.42%
21Personal Products1.09%2.88%0.63%
22Food Wholesale0.89%-0.64%0.45%
23Business Equipment0.87%1.26%-7.26%
24Electronics Wholesale0.84%5.88%-2.67%
25Auto Parts Stores0.82%5.65%9.48%

Best Equities Performance

Looking into best weekly stocks can provide an insight what stock market will bring for the next session.

August 8, 2015

Top 10 Inflation Protected Bond ETFs in 2015

Find top 10 inflation protected bond ETFs in 2015. These best exchange traded funds are FlexShares iBoxx 5-Year Target Duration TIPS Index Fund, SPDR Barclays 1-10 Year TIPS ETF.

Best Debt Funds

These inflation protected bond ETFs own Treasury Inflation Protected Securities. Treasury bonds and notes typically involve principal and coupon payments step up with the cost of living. Depending on the funds, some ETFs are index ETFs.

These top inflation protected bond 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.

Top 10 inflation protected bond ETFs in 2015 are:
    Top 10 Inflation Protected Bond ETFs 2015
  1. FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF)
  2. SPDR Barclays 1-10 Year TIPS ETF (TIPX)
  3. Vanguard Short-Term Inflation-Protected Securities ETF (VTIP)
  4. FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT)
  5. iShares 0-5 Year TIPS Bond ETF (STIP)
  6. PIMCO 1-5 Year US TIPS ETF (STPZ)
  7. SPDR Barclays 0-5 Year TIPS ETF (SIPE)
  8. iShares TIPS Bond ETF (TIP)

August 6, 2015

PIMCO Dynamic Income Fund (PDI)

PIMCO Dynamic Income Fund (PDI) is a popular multisector bond closed end fund. This debt fund provide high yield of income.

The fund objective is to provide income with capital growth. It invests mainly in a global portfolio of debt obligations and other income-producing securities of any type and credit quality, with varying maturities and related derivative instruments. The fund managers are Joshua Anderson, Daniel J Ivascyn, and Alfred T. Murata.

This bond fund has a high yield of 8.67%. It has $2.58 billion of assets. This PIMCO fund has a high expense fee of 3.11%. The current market price is trading at 6.62% discount to its NAV. The effective leverage is 45.22%

PDI Fund Profile

    PIMCO Dynamic Income Fund (PDI)
  • Fund Inception Date: 05/25/2012
  • Ticker Symbol: PDI
  • CUSIP: 72201Y101
  • Rank in category (YTD): 12%
  • Category: Multisector Bond
  • Yield: 8.67%
  • Effective Leverage: 45.22%
  • Capital Gains: -
  • Premium/ Discount: -6.62%
  • Base Expense Ratio: 2.12%
  • Net Assets: $ 2.58 billion

August 5, 2015

Top 15 US Stocks Mutual Funds in 2015

Find top 15 US stocks mutual funds in 2015. Best funds are Driehaus Micro Cap Growth fund, Turner Small Cap Growth Fund.

Best US Equity Funds

US stock mutual funds invest in US companies. The funds may invest in small cap, mid cap, and large cap stocks.

You can buy these top mutual funds for your brokerage account, retirement account (IRA), and 401k account. The minimum initial funding may be as little as $100 for retirement account. These top US stock mutual funds in 2015 are sorted based on its year to date performance in 2015 (up to July 19, 2015). You can find the fund review below as well.

Top 15 US stocks mutual funds in 2015 are:
    Top 15 US Stocks Mutual Funds in 2015
  1. Driehaus Micro Cap Growth Fund (DMCRX)
  2. Turner Small Cap Growth Fund (TSCEX)
  3. Meyers Capital Aggressive Growth Fund (MAGFX)
  4. Federated Kaufmann Small Cap Fund (FKASX)
  5. Tocqueville Opportunity Fund (TOPPX)
  6. Oberweis Small-Cap Opportunities Fund (OBSOX)
  7. Emerald Growth A (HSPGX)
  8. Tanaka Growth Fund (TGFRX)
  9. Morgan Stanley Institutional Opportunity Fund (MEGPX)
  10. Lazard US Small Cap Equity Growth Open (GRWOX)

August 4, 2015

Foreign Money Center Banks Stocks

Foreign Money Center Banks stocks are part of financial stock sector. Foreign money center banks are banks that offer financial services in foreign countries. Many times these banks are multinationals and service many different countries.

These companies often times trade as ADRs (American Depository Receipts), which means they are foreign companies traded in the United States. Foreign money centers tend to offer above-average dividend yields than companies in S&P 500 index.

Companies List

Foreign money center banks are typically located in the financial center around the world such as London, Zurich, etc. These foreign money center banks are HSBC Holdings plc, and Banco Santander, S.A.

Foreign money center banks companies are:
    Foreign Money Center Banks Stocks
  1. HSBC Holdings plc (HSBC)
  2. Banco Santander, S.A. (SAN)
  3. Lloyds Banking Group plc (LYG)
  4. UBS Group AG (UBS)
  5. Westpac Banking Corporation (WBK)
  6. Barclays PLC (BCS)
  7. The Royal Bank of Scotland Group plc (RBS)
  8. Credit Suisse Group AG (CS)
  9. East West Bancorp, Inc. (EWBC)
  10. Banco Latinoamericano de Comercio Exterior, S.A (BLX)

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?

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