Wall Street’s Best Investments Daily Alert – 9/9/20
Our first idea today is a mutual fund with top five holdings.
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Jack Bowers is the CEO of Independent Fidelity Investors, which publishes two newsletters: Fidelity Monitor and Fidelity Insight. He also serves as chief investment strategist of Weber Asset Management and as CEO of Bowers Wealth Management. The two advisory firms have approximately $300 million under management. Mr. Bowers also serves as editor of Fidelity Monitor, the newsletter he founded in 1986. Mr. Bowers has been credited with outstanding performance by the Wall Street Journal, Money Magazine, U.S. News, The New York Times, USA Today and Investors Business Daily. He has appeared on the Forbes Newsletter Honor Roll twice. Bowers holds a bachelors degree in Electrical Engineering from Washington State University.
Our first idea today is a mutual fund with top five holdings.
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Our second recommendation is a sale to rebalance the contributor’s portfolio.
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Our second recommendation is a sale of a previous idea.
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The top five holdings are listed in our first recommendation,
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The top five holdings in this fund are: Total System Services Inc (TSS. 3.93% of total assets); VeriSign Inc (VRSN, 3.62%); Roper Technologies Inc (ROP, 2.75%); Fiserv Inc (FISV, 2.43%); and WellCare Health Plans Inc (WCG, 2.22%).
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The top five holdings of this fund are: Mastercard Inc A (MA, 3.64%); Microsoft Corp (MSFT, 3.43%); PayPal Holdings Inc (PYPL, 3.36%); Visa Inc Class A (V, 3.11%); and Bank of America Corporation (BAC, 2.70%).
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There are five top holdings in this fund.
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The fund’s annual current dividend yield of 2.35%, paid monthly.
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The top five holdings of this Europe fund are: Roche Holding AG Dividend Right Cert. (ROG), 3.62% of assets; BP PLC (BP.L), 3.33%; Unilever PLC (ULVR.L), 3.21%; Total SA (FP.PA), 2.81%; and SAP SE (SAP.DE), 2.59%.
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We’re changing out some funds this month, recommending a growth fund.
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Recommending a growth fund.
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The top five holdings of this small cap fund are: Emin Russell 2000 Jun18 Rtym8 N/A (0.63% of assets); Nektar Therapeutics Inc (NKTR, 0.59%); GrubHub Inc (GRUB, 0.41%); bluebird bio Inc (BLUE, 0.39%); and Aspen Technology Inc (AZPN, 0.30%).
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This high-yield fund primarily holds corporate bonds.
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This emerging markets fund is trading at a discount and is an opportunity to gain exposure to some large tech stocks.
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We have two funds for you today.
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The top five holdings of this conservative income fund are Tmcc Mstr 1wkl+35 12/06/17 P/P(1.33% of assets); Sumitomo Mitsui Bkg FRN (1.07%); Australia & New Zeala Bkg FRN (1.00%); Bk Amer FRN (0.94%) and Ing Bk Nv 144A FRN (0.93%).
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Fidelity Monitor is a newsletter advisory service designed exclusively for Fidelity mutual fund investors who are willing to stick with a disciplined investment strategy. Each of its five model portfolios provides a diversified strategy for a specific level of risk. Fidelity Monitor has ties...
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After Madison Square Garden and Brink’s this fund’s next three largest holdings include: Twenty-First Century Fox Inc Class B (FOX, 8.36%); S&P500 Emini Fut Sep17 Esu7, 6.18%) and Encore Capital Group Inc (ECPG, 4.81%).
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This stock fund is changing its strategy to include stocks with higher earnings yields.
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This Morningstar four-star rated fund has a current dividend yield of 2.71%, paid monthly.
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