asset allocation Archives
Here’s a recommendation to change out an international fund for a worldwide fund, in which the majority of assets are invested in the United States.
The top five sectors in this 5-star-rated fund are Real Estate, 21.08% of assets; Healthcare,13.98%; Consumer Defensive, 13.79%; Technology, 12.08% and Energy, 11.08%. The fund has a current dividend yield of 2.73%, paid quarterly.
Fidelity Strategic Dividend & Income (FSDIX) From Moneyletter
Fidelity Strategic Dividend Income...
This financial company beat analysts’ estimates by four cents in its most recent quarter. The shares were just initiated with an ‘Outperform’ rating by Credit Agricole and are rated ‘Buy’ by Zack’s.
E*Trade Financial (ETFC) From Smart Investing in Turbulent Times
E*Trade Financial (ETFC) offers investors...
What’s Really in the Trans-Pacific Partnership Trade Agreement?
In the October issue of Smart Investing in Turbulent Times, I talked about the negative effect of currency manipulation on U.S. stock prices:
"China devalued its currency, the yuan, making it more expensive for Chinese citizens to American...
I'm adding E*Trade Financial (ETFC) to the Growth Portfolio today.
MONEYLETTER is a twice-a-month publication written for investors who seek proven performance with reasonable risk. MONEYLETTER helps subscribers accomplish their financial goals by providing three easy-to-follow “All-Family” model portfolios for Conservative, Moderate and Venturesome investors. Each has its own unique approach to balancing and...
Income Builder is a monthly investment newsletter that, through the Income Builder model porfolio, helps investors in all facets of portfolio management. The newsletter covers: 1. Asset allocation; 2. The macro picture: analysis of fundamental trending in the economy and financial markets; 3. analysis...
This four-star-rated fund has a dividend yield of 2.83%, paid quarterly.
Fidelity Total Bond (FTBFX)
from Fidelity Monitor & Insight
Duration for Fidelity Total Bond (FTBFX) is about five years. This suggests that a one percentage point rise in rates would send the fund down 5%. an...
This bond fund has a current dividend yield of 7.42%, paid monthly. The top 10 positions include bonds from the United States (47.71% of assets); France (12.54%); United Kingdom (8.39%); Canada (6.65%) and New Zealand (3.88%).
Analysis: PIMCO Foreign Bond (US Dollar-Hedged) Fund D (PFODX)
Reprinted from MarketWatch: Cabot says stocks have bottomed It also sees market putting pieces in place for next big move up By Peter Brimelow, April 23, 2008NEW YORK (MarketWatch)—Are stocks bottoming? One top-performing letter is increasingly convinced that they are.The long-established Cabot Market now...
The majority of this fund’s holdings (89%) are in the financial services segment. The dividend yield is 4.33%. paid monthly.
RiverNorth/Oaktree High Income (RNOTX)
from The Investor’s Edge
RiverNorth/Oaktree High Income (RNOTX) is a unique collaboration two rather different styles: RiverNorth provides tactical asset allocation via in...
Today’s updates cover companies beginning with the letter M-O, several of which gave investors very nice returns. I’ve included the advisor’s current advice on the pick, whenever available, and given you the return from the date of recommendation through the end of 2013.