Daily Alert – 11/02/18
This healthcare ETF is also rated ‘Strong Buy’ by Zacks.
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noloadfundinvestor Archives
Daily Alert – 9/28/18
U.S. stocks make up more than 50% of this global equity fund.
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Wall Street’s Best Investments Daily Alert
The top five holdings of this fund are: Vail Resorts Inc (MTN, 0.66% of assets); PTC Inc (PTC, 0.64%); Burlington Stores Inc (BURL, 0.61%); Jack Henry & Associates Inc (JKHY, 0.60%); and GrubHub Inc (GRUB, 0.56%).
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Wall Street’s Best Dividend Stocks Daily Alert
In this mutual fund portfolio we listed the top five bonds.
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Wall Street’s Best Investments Daily Alert
We will provide the top five holdings in this Value fund.
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Wall Street’s Best Dividend Stocks Daily Alert
Here’s a strategy for obtaining high yields using covered calls. The dividend yield is 7.63%, paid monthly.
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Wall Street’s Best Investments Daily Alert
The top five holdings of this fund are Amazon.com Inc (AMZN, 2.96% of assets); Alphabet Inc C (GOOG, 2.31%); Tesla Inc (TSLA, 1.89%); SM Investments Corp (SVTMF, 1.63%) and Roper Technologies Inc (ROP, 1.49%).
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Wall Street’s Best Dividend Stocks Daily Alert: (VFWIX)
The top five holdings of this international fund are Nestle SA (NSRGF, 1.21% of assets); Novartis AG (NVSEF, 0.98%); Roche Holding AG Dividend Right Cert. (RHHVF, 0.92%); HSBC Holdings PLC (HBCYF.L, 0.85%) and Toyota Motor Corp (TOYOF, 0.82%).
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Wall Street’s Best Dividend Stocks Daily Alert: (PHB)
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.
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Wall Street’s Best Dividend Stocks Daily Alert: Buy (PRFRX) and (FFRHX)
These bond funds are both comprised of floating rate bonds and have current yields of 4.08% and 4.07%, respectively, paid monthly.
T. Rowe Price Floating Rate (PRFRX) and Fidelity Floating Rate High Income (FFRHX)
From The No-Load Fund Investor
It’s important to remember that bonds of maturities...
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Wall Street’s Best Dividend Stocks Daily Alert: Buy (HYD)
This diversified muni bond fund has a high yield of 4.24%, paid monthly.
Market Vectors High Yield Municipal Index (HYD)
From The No-Load Fund Investor
Up 7.4% year-to-date through September, Market Vectors High Yield Municipal Index (HYD) has produced an annualized total return of 6.7% over past...
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Smead Value Investor (SMVLX)
The top five sectors in this fund include: Consumer Cyclical (36.17% of assets); Financial Services (34.58%); Healthcare (18.92%); Communication Services (3.41%); and Technology (3.10%).
Smead Value Investor (SMVLX)From The No-Load Fund Investor
Despite being just flat so far in 2016, Smead Value Investor (SMVLX) has five-year...
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Vanguard GNMA (VFIIX)
This fund of intermediate government bonds is rated four stars by Morningstar.
Vanguard GNMA (VFIIX) from The No-Load Fund Investor
GNMA funds with consistent records of good performance are excellent substitutes now for U.S. Treasuries. Most mortgage-backed securities, a category that includes GNMAs, FNMAs and Macs...
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Artisan Global Value fund (ARTGX)
This global fund is widely-diversified, and has just been reopened to new investors.
Artisan Global Value fund (ARTGX) from The No-Load Fund Investor
Artisan Partners reopened the Artisan Global Value fund (ARTGX) on October 1. This fund has a record of excellent risk-adjusted returns over long...
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Janus High Yield Fund (JAHYX 8)
This four-star rated (by Morningstar) fund is ramping up its energy positions. The fund has a current annual yield of 5.81%, paid monthly.
Janus High Yield Fund (JAHYX 8)
The U.S. high-yield corporate bond market sold off in recent months, due to dramatically lower prices the...
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Vanguard Diversified Equity Inv (VDEQX)
This diversified fund of funds has gained 3.71% year-to-date.
Vanguard Diversified Equity Inv (VDEQX)
from The No-Load Fund Investor
The Vanguard Diversified Equity fund (VDEQX) has $1.5 billion in assets and invests in actively managed Vanguard funds. It uses U.S. equity funds only—no fixed income or equity...
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Analysis: T. Rowe Price Tax Free High Yield (PRFHX) and Vanguard High Yield Tax Exempt (VWAHX)
T. Rowe Price Tax Free High Yield (PRFHX) and Vanguard High Yield Tax Exempt (VWAHX)
from The No-Load Fund Investor
Even though rates on high-quality debt are near historic lows, we think the risk of a big increase is low. That’s because rates on many government...
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T. Rowe Price Tax-Free High Yield (PRFHX)
This four-star rated muni-bond pays a 4.23% dividend yield, paid monthly.
T. Rowe Price Tax-Free High Yield (PRFHX)
from The No-Load Fund Investor
The universe of no-load funds includes only a few funds devoted to high-yield municipals. Aided by a 12.2% total return through the first quarters...
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Baron Discovery (BDFFX)
This new small-cap fund has risen almost 17% since its launch in December. It may be appropriate for more aggressive, risk-oriented investors.
Baron Discovery (BDFFX)
from The No-Load Fund Investor
Baron Discovery (BDFFX) was launched in September. The fund is managed by Laird Bieger and Randy who...
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Fidelity Contrafund (FCNTX)
Fidelity Contrafund (FCNTX)
from The No-Load Fund Investor
The stock prices of plenty of companies with good products and services, even in growing industries, occasionally get pummeled for transitory reasons and become significantly undervalued as compared to their long-term growth prospects. Managers who buy these during...
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