high yield debt Archives
New All-Time Highs
After a quick shakeout the week before Thanksgiving, the major indexes are back at all-time highs. Strong economic data is driving outperformance in economically-sensitive sectors like consumer discretionary, materials and industrial stocks, while the “risk off” consumer staples and real estate are...
Dividend Stocks Lead the Way
The stock market remains strong, and dividend stocks are some of the strongest stocks in it! Over the past two weeks, the market’s advance has broadened out, and the Dow has been outperforming the S&P and Nasdaq since mid-October. largely...
Another Round of Rotation
The stock market has lost some momentum since our last update. The major indexes stalled out late last week, then posted big losses Monday, with large-cap tech stocks leading the decline.
On the flip side, money has been rotating into stocks sectors...
Rotation was the name of the game this month. Tech stocks, which had been leading the market, rolled over early in the month and have struggled to get back on their feet. More conservative sectors, including health care, financials, utilities and real estate, been...
A Nice Rebound
The broad market has been behaving very well since the sharp Wednesday selloff two (short) weeks ago. That means we’re still overall bullish. Accordingly, this month’s new portfolio addition is growth-oriented. It’s also a tech stock and a mid-cap stock, both in...
The stock market’s pullback resumed yesterday, but this still looks like a normal retreat following a breakneck four-month rally. One warning light is decreasing breadth, which suggests that when the rally gets going again, it could be driven by a smaller group of stocks.
Our first idea today is a well-diversified bond ETF whose portfolio is comprised of 18% BBB-rated bonds, 56% BB-rated, and 26% B-rated.
Some cracks appeared in the market this month, first in small- and mid-cap stocks, then in the financials, and finally in the broad market last Tuesday. But just as investors were preparing themselves for a deeper correction—and the Dow’s eight-day losing streak making...
The recent Fed rate hike is impacting high yield investments in very different ways. Here's how rising rates can affect your portfolio.
The top holdings in this Morningstar three-star-rated fund are Intel, Canadian and Ford Motor Co. bonds. The fund has a yield of 2.4%, paid monthly.
Loomis Sayles Bond Fund (LSBRX) From Leeb Income Performance
As a multi-sector fund, Loomis Sayles Bond Fund (LSBRX) is allowed invest...
Although first quarter was a challenge with lower trading revenues at its brokerage firm, the company said February and March numbers improved. And analysts are forecasting positive earnings of $0.13 per share for second quarter. As well, the company has a dividend yield 1.72%,...
The top five holdings of this balanced fund are: Apple Inc. (AAPL—2.75% of assets), US Treasury Note (0.875%), Bank of America Corporation Com BAC—1.51%), Fannie Mae 3.5% 30 Year N/A (1.39%), and Wells Fargo & Company Common St (WFC—1.37%).
Fidelity Puritan (FPURX)
from The No-Load Investor
Today’s recommendation provides a solution for investors who would like to buy a portfolio of bonds without investing tens of thousands of dollars. And with interest rates on most fixed income instruments near record lows, this ETF’s yield of 4.87% is attractive.
Guggenheim 2018 Yield...