Daily Alert – 3/01/19

The top five holdings in this ETF are: Berkshire Hathaway Inc B (BRK.B, 6.15% of assets); JPMorgan Chase & Co (JPM, 5.31%); Exxon Mobil Corp (XOM, 4.79%); Pfizer Inc (PFE, 3.81%); and Procter & Gamble Co (PG, 3.74%).
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Fidelity Strategic Dividend & Income (FSDIX)

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...
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MONEYLETTER

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...
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Fidelity Total Bond (FTBFX)

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...
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Analysis: PIMCO Foreign Bond (US Dollar-Hedged) Fund

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) from Edge After...
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RiverNorth/Oaktree High Income (RNOTX)

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...
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The Bailout Index

Last Thursday, in a financial story that you may have missed, Nasdaq OMX Group announced that it had created a new index. It's called the Nasdaq OMX Government Relief Index and it is now trading under the symbol QGRI. The components of the will...
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