Daily Alert – 01/31/19
The top three sectors in this fund are Technology (21.4% of assets); Financial Services (15.66%); and Healthcare (14.89%).
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The top three sectors in this fund are Technology (21.4% of assets); Financial Services (15.66%); and Healthcare (14.89%).
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This healthcare ETF is also rated ‘Strong Buy’ by Zacks.
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U.S. stocks make up more than 50% of this global equity fund.
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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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In this mutual fund portfolio we listed the top five bonds.
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We will provide the top five holdings in this Value fund.
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Here’s a strategy for obtaining high yields using covered calls. The dividend yield is 7.63%, paid monthly.
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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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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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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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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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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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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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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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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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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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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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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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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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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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