Daily Alert – 5/16/19
This fund owns Treasury securities.
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Bob Carlson is editor of the monthly newsletter, Retirement Watch. In it, he provides independent, objective research covering all the financial issues of retirement and retirement planning. Mr. Carlson also is Chairman of the Board of Trustees of the Fairfax County Employees’ Retirement System, which has over $2.8 billion in assets. He has served on the board since 1992. His latest book is Invest Like a Fox…Not Like a Hedgehog, published by John Wiley & Co. in 2007. His previous book was The New Rules of Retirement, published by John Wiley & Co. in the fall of 2004. Mr. Carlson has written numerous other books and reports, including Tax Wise Money Strategies, Retirement Tax Guide, How to Slash Your Mutual Fund Taxes, Bob Carlson’s Estate Planning Files, and 199 Loopholes That Survived Tax Reform.
This fund owns Treasury securities.
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The top five holdings of this fund are: ONGC Videsh Vankorneft Pte. Ltd. 3.75%, 2.19% of assets; Indian Oil Corporation Limited 5.75%, 2.14%’; Temasek Financial (I) Limited 2.38%, 1.89%; BPRL International Singapore Pte. Ltd. 4.38%, 1.73%; and Bharti Airtel International (Netherlands) B.V. 5.12%, ...
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The top three sectors in this growth fund are Consumer Cyclical (23.57% of assets); Technology (19.67%); and Healthcare (14.26%).
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This global fund seeks to invest in companies that are operating across financial sectors including banks, diversified financials, real estate, and insurance industries.
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Provided are the top five institutional holders of this fund.
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This real estate and preferred income fund has a yield of 7.57%, paid monthly.
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This four-star-rated fund has a current dividend yield of 2.72%, paid quarterly.
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The top five stocks in this fund are indicated in this article.
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The top five holdings of this telecom fund are: Verizon Communications Inc (VZ, 19.46%); AT&T Inc (T, 16.40%); T-Mobile US Inc (TMUS, 8.29%); Telephone and Data Systems Inc (TDS, 5.31%) and Sprint Corp (S, 5.19%). The fund has a current dividend yield of paid...
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In this bond portfolio, 68.25% of the holdings are rated ‘B’ or higher. The fund has a current yield of 3.75%, paid monthly.
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This energy ETN has a current dividend yield of 7.15%, paid quarterly.
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This high-yield fund has a current yield of 8.52%, paid monthly.
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The top five holdings of this commodities fund are Monsanto Co (MON, 3.63% of assets); Sheffield Receivables Corp (n/a, 2.41%); Deere & Co (DE, 2.35%); BHP Billiton Ltd ADR (BHP.AX, 1.97%) and Asb Finance Ltd London (n/a, 1.94%). The ETF has a current yield...
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The portfolio of this emerging market fund’s bonds is comprised of 73.01% AAA-rated instruments. The current yield is 4.04%, paid monthly.
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Our first pick today is a tech fund whose five largest holdings are: Apple Inc (AAPL, 17.47% of assets); Microsoft Corp (MSFT, 11.90%); Facebook Inc A (FB, 7.59%); Alphabet Inc A (GOOGL, 5.98%) and Alphabet Inc C (GOOG, 5.84%).
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I don’t think oil prices are going to revisit the lows of the bear market, but the recovery likely has stalled for a year or more. The fund returned 15.95% over the last 12 months.
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Our three-star-rated bond fund buys have current dividend yields of 3.5% and 3.25%, respectively, paid monthly.
Buy: DoubleLine Floating Rate (DBFRX) or (DLFRX)
From Bob Carlson’s Retirement Watch
If the $100,000 minimum investment in DoubleLine Floating Rate (DBFRX) isn’t for you, invest in the fund’s N with...
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Sell: DoubleLine Total Return Bond (DBLTX)
From Bob Carlson’s Retirement Watch
Updated from WSBDS 287, August 10, 2016
Jeffrey Gundlach of DoubleLine Total Return Bond (DBLTX) said he expects the new administration will be bad for bonds, and that in a few years we’ll realize 2016...
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This Top Pick is a bet on continuing outperformance of energy stocks.
T. Rowe Price New Era (PRNEX)
From Bob Carlson’s Retirement Watch
The outlook for oil and energy prices improved in late 2016 when OPEC and other oil-producing countries agreed to limits on production. It a..
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This 3-star-rated fund has gained more than 25% year-to-date.
T. Rowe Price New Era (PRNEX)
From Bob Carlson’s Retirement Watch
T. Rowe Price New Era (PRNEX) invests in companies involved in the natural resources industries. Historically, 45% to 55% of the fund has been invested in companies
(primarily...
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