Best Performing Taxable Bond Closed End Funds 2013

By // No comments:
Find best performing taxable bond closed end funds 2013. The top CEF funds are NexPoint Credit Strategies Fund, PIMCO Global StocksPLUS & Income, and more.

Top Bond CEF Funds

Best Performing Taxable Bond Closed End Funds 2013Bond funds have not performed very well for the past year. In 2013, any investors are either loss capital or gain very little. No one would expect a big gain for bond funds. However, some of the bond closed end funds managed to achieve just that a big return in 2013. Most of the top performing funds are senior loan fund, multi sector, convertible debt, high yield debt, etc.

Will these top funds stay on top in 2014? Find the fund review below. Whether you are investing for your brokerage fund or retirement fund, you need to be sure you are making the right choice. You may find the fund yield, performance return, expense ratio, total assets, and rating. You can also find my previous top performer municipal bond CEFs article.

The 10 best performing taxable bond closed end funds 2013 are:
  1. NexPoint Credit Strategies Fund
  2. PIMCO Global StocksPLUS & Income
  3. PIMCO High Income Fund
  4. Oxford Lane Capital Corp
  5. AGIC Convertible & Income II
  6. AGIC Convertible & Income
  7. Advent Claymore Conv & Income
  8. Advent Claymore Cnvt Secs&Inc
  9. Calamos Convertible Opps & Inc
  10. Pioneer High Income Trust
Updated on 12/29/2013

Top 3 Banks or Brokers for Stock and Fund

By // No comments:
Find top 3 banks or brokers for stock and fund investment. Check the pros and cons of the banking services for fund investment and stock trading. It is essential to find the right bank or broker for your investing account.

Best Banks for Financial Investing

Top 3 Banks or Brokers for Stock and Fund InvestmentIt is difficult to find the right bank or brokers to use for your investing account. There are lot of selections from new online broker and well established bank. Investors can also choose a cheap online broker for their investment account such as retirement account or regular brokerage account. The most respected and well established banks or brokers are continuing to offer the best deal.

About 20 years ago, retail investors are having a hard time to invest in stocks or investment funds (mutual fund, ETF, CEF). Currently, you can find tons of online stock brokers or bank with low commission fees and lot of benefits or services. Banks or brokers may offer great customer services, high speed platform, new tools of software, and low fees. My top 3 banks for investing are:
  • Merrill Edge
  • Fidelity Investments
  • Charles Schwab

Top Performing Municipal Bond Closed End Funds 2013

By // No comments:
Find performing municipal bond closed end funds 2013 article. The top CEF funds are BlackRock CA Muni 2018 Term fund, BlackRock FL Municipal 2020 fund, Nuveen Select Maturities Muni, and more.

Best Muni Bond CEF Funds

Investing in municipal bond closed end funds is popular among investors and tax free high yield income seekers. In 2013, any bond funds have returned either a little return or a big negative return. This post will look into the best performing funds. You may find various different type of municipal bond closed end funds including diversified national muni bond fund, California muni bond fund, high yield bond fund, etc.

Will these top funds stay on top in 2014? Find the fund review below. Whether you are investing for your brokerage fund or retirement fund, you need to be sure you are making the right choice. You may find the fund yield, performance return, expense ratio, total assets, and rating.

Top performing municipal bond closed end funds 2013 are:
    Top Performing Municipal Bond Closed End Funds
  1. BlackRock CA Muni 2018 Term
  2. BlackRock FL Municipal 2020
  3. BlackRock Muni 2018 Term Trust
  4. BlackRock Municipal 2020
  5. Nuveen CA Muni Value
  6. BlackRock NY Muni 2018 Term
  7. Nuveen Select Maturities Muni
  8. Western Asset Muni Defined Opp
  9. Neuberger Berman CA Inter Muni
  10. BlackRock Investment Quality Muni
Updated on 12/25/2013

6 Best Mutual Funds 2014

By // No comments:
Find best mutual funds 2014. The top funds are Vanguard Balanced Index Fund, Yacktman Fund, DoubleLine Total Return Bond Fund, etc.

Top Mutual Funds

6 Best Mutual Funds 2014 | Top Stock Bond FundsI have been provided best mutual funds list for the past 4 years. You may find some funds perform well, and some funds perform just not great. From these past years, I have tried to reduce the list of funds for investing.

For 2014, you will find only 6 best funds. Keep it as simple as possible is my mantra for 2014 and future years. Whether the funds are for your brokerage, retirement, or 401(k) account; you need to do a research before your big investment. You can find different categories of mutual funds. I also provide each fund review for your information. Other information such as expense ratio, yield, sector, category, fund performance can be found below as well.

The 6 best mutual funds for 2014 are:
  • Vanguard Balanced Index Fund (VBINX)
  • DoubleLine Total Return Bond Fund (DLTNX)
  • Yacktman Fund (YACKX)
  • Artisan International Fund (ARTIX)
  • T. Rowe Price Retirement 2040 Fund (TRRDX)
  • DoubleLine Emerging Markets Fixed Income Fund (DLENX)
Updated on 12/24/2013

Invesco Value Equity Funds Ads

By // No comments:
Find Invesco Value Equity Funds review. The mutual funds are Invesco Relative Value Fund, Invesco Deep Value Fund, and Invesco Small-Cap Value Fund.

Investment Funds

Whether you follow Ben Graham or Warren Buffet strategy, value investing is popular among investors. Value investing concept is done by finding companies trading below their value or worth. Investor will looks for stocks with strong fundamentals such as earnings, book value, and cash flow that are selling below its value. Regular investors may be difficult to choose the right value stocks. Using mutual funds may be easier and less risky.

Recently, Invesco provides an ad about value equity mutual funds. The ad title is “Intentional Investing: as applied to Value Equity.” It provides 3 mutual funds for investing. Find the fund review below. Should you invest in these mutual funds? Whether they are for your brokerage account, retirement account (IRA), or 401k plan, you need to find the funds details.

The details about the ad are as follows:
Invesco Value Equity Funds | Mutual Fund ReviewIntentional Investing – as applied to Value Equity 
Invesco Value Disciplines: Time-Tested Strategies, Proven Results
  • Invesco Equity and Income Fund ACEIX
    • Relative Value Strategy
  • Invesco Comstock Fund ACSTX
    • Deep Value Strategy
  • Invesco Small Cap Value Fund VSCAX
    • Small-Cap Value

Ad of Ivy Science and Technology Fund (WSTAX)

By // No comments:
Ivy Science and Technology Fund (WSTAX) is a top sector stock mutual fund. Find equity fund review and news by Ivy Funds.

Top Mutual Fund

Ad of Ivy Science and Technology Fund (WSTAX)Investing in sector stock mutual fund is high risk and high reward for investors. Ivy funds provide several top sector mutual funds. One of the best funds is Ivy Science and Technology Fund (WSTAX). Ivy funds provide a latest investing ad which titled as “Focused on Growth, Rooted in Innovation.”

Should you invest in this top mutual fund? Whether it is in your brokerage account, retirement account (IRA), or 401k plan, you need to find the fund details. Find the fund review below.

The ad details are as follows:
Ivy Science and Technology Fund (WSTAX) 
Focused On Growth. 
Rooted In Innovation. 
Innovation can be a catalyst for change, giving companies a true competitive edge. In turn, this can create growth opportunities for investors. The Ivy Science and Technology Fund takes a broad view of innovation, investing in both the companies driving innovation as well as those applying these innovations to improve business efficiencies. 
At Ivy Funds, we use a collaborative process – born on rigorous debate, hands-on research and a proven cross-disciplinary approach – to fully assess the opportunities we pursue on behalf of our investors every day. To learn more, visit ivyfunds.com. 
Lipper Rankings (As of 07/31/2013)

Ad of FlexShares Ready Access Variable Income ETF (RAVI)

By // No comments:
Find FlexShares Ready Access Variable Income Fund (RAVI) review. This ETF fund is managed by Northern Trust.

ETF Investing

Ad of FlexShares Ready Access Variable Income ETF (RAVI)Exchange Traded Fund or ETF is divided into 2 main categories: actively managed ETF and index ETF. Most of ETFs are index exchange traded funds or passively managed. There have been more and more new ETFs being introduced. FlexShares ETFs by Northern Trust are among actively managed ETFs. Recently, I saw an ad of FlexShares Ready Access Variable Income Fund (RAVI). The ad title is “Short-term liquidity with solid return potential.”

Whether you should invest in your brokerage, retirement, or 401(k) account; you need to do a thorough research. Find this ETF fund review below. I have provided the details such as expense ratio, yield, etc. Also find out whether there is a risk or not associated with this new ETF.

The following is the ad:
Flex Shares | ETFs for Real-World Goals 
Finally, short-term liquidity with solid return potential. 
Looking for greater return potential from your short-duration fixed income investments? FlexShares® RAVI ETF can help you build a portfolio strategy that provides opportunity for meaningful return without undue volatility. 
Scan to visit Flexshares.com
For more on RAVI, visit flexshares.com/solid

Ads of Powershares QQQ Fund, Nasdaq 100 index ETF

By // No comments:
Find the investment review of Powershares QQQ Fund, Nasdaq 100 index ETF Fund. This low cost index exchange traded fund is offered Invesco PowerShares Capital Management.

Investing in ETF

For the last decade, ETF or exchange traded fund has become popular among investors and traders. With its low cost, ETF provides way to diversify into various asset classes. You can choose a few ETFs and be as diversify as any balanced fund. One of the most popular ETFs is Powershares QQQ Fund. Also known as QQQ ETF, it tracks Nasdaq 100 Index.

If you read financial newspaper such as Barron’s, you will find variety of ads about this Powershares QQQ Fund. Should you invest in this stock ETF? You need to find the fund review below. Whether it is for your brokerage account, retirement account or even 401k plan, you need to know your investment in details.

Some of the ad versions are as follows:
Version 1: 
Powershares QQQ Fund - Nasdaq 100 index ETF | Invesco FundGOOGLE. MICROSOFT. STARBUCKS. 
INVEST IN INNOVATION WITH THE MOST INNOVATIVE COMPANIES. 
Powershares | QQQ Nasdaq 100 
As one of the groundbreaking ETFs in the marketplace, PowerShares QQQ invests in 100 of the world’s most revolutionary companies. Each is listed on the Nasdaq Stock Market and includes household names such as Oracle, Starbucks, Microsoft, Intel, Cisco Systems, and Google. With all of these revolutionary companies in one fund, innovative investing is within your reach. 
PowerShares QQQ is based on the Nasdaq-100 Index. The Fund will, under most circumstances, consist of all stocks in the Index. The Index includes 100 of the largest domestic and international nonfinancial companies listed on the Nasdaq Stock Market based on market capitalization.

Best Performing Closed End Funds 2013

By // No comments:
Find best performing closed end funds 2013. The top CEF funds are H&Q Healthcare Investors fund, Gabelli Multimedia Trust fund, etc.

Top CEF Funds

Top Performing Closed End Funds 2013Closed end funds are traded like stocks and/or exchange traded funds (ETFs). These funds provide opportunity for investors to diversify and invest in variety of stock or bond funds. The fund’s market price can be traded at discount or premium to its NAV (Net Asset Value). Some funds also provide high yield or dividend for income.

Find the top funds review below. I provide the top 10 list below. You can also find the fund information, performance, expense ratio, holdings, dividend or yield, and more. The top funds include sector fund, option strategy fund, Europe stock fund, high yield bond fund, etc.

The 10 best performing closed end funds 2013 are:
  1. H&Q Healthcare Investors (HQH) – 63.22%
  2. Gabelli Multimedia Trust (GGT) – 55.09%
  3. PIMCO Global StocksPLUS & Inc (PGP) – 49.00%
  4. H&Q Life Sciences Investors (HQL) – 47.50%
  5. Gabelli Equity Trust (GAB) – 44.11%
  6. New Germany Fund (GF) – 43.65%
  7. Gabelli Healthcare & Wellness (GRX) – 39.47%
  8. NexPoint Credit Strategy (NHF) – 39.40%

Predictable Allocation Mutual Fund: Ivy Balanced Fund (IBNAX)

By // No comments:
Find Ivy Balanced Fund (IBNAX) review. This asset allocation mutual fund invests in stocks, bonds, and short term instruments. Also find the latest investment ads by Ivy Funds.

Investing in Ivy Funds

Ivy Funds provide variety of mutual funds. They offer asset allocation funds, domestic stock funds, global stock funds, sector stock funds, taxable bond funds, money market fund, and municipal bond funds. Some of these funds are top mutual funds. They also sponsor Sporting Kansas City in MLS soccer.

Recently, you can find an ad by Ivy Funds about Ivy Balanced Fund (IBNAX). The catch words include “Unpredictable World, Predictable Allocation.” Should you invest in this top mutual fund? Whether it is in your brokerage account, retirement account (IRA), or 401k plan, you need to find the fund details. Find the fund review below.

Investment Ad

Ivy Balanced Fund - IBNAX | Predictable Allocation Mutual FundIvy Balanced Fund (IBNAX) 
Unpredictable World
Predictable Allocation
The Ivy Balanced Fund pursues an uncomplicated approach to asset allocation. With a typical mix of about two-thirds U.S. equity and one-third fixed income, the Fund seeks to balance potential risk and reward in a complex world. Over the long term, this balance has translated to solid risk-adjusted ratings. 
Morningstar Ratings™ – Class A Shares, Aggressive Allocation Category 
Overall 5 stars out of 330 funds 
Class A Shares, Aggressive Allocation Category. 1-Year (3-stars out of 330), 5-Year (5-star out of 308), and 10-Year Morningstar Rating™ (5-star out of 123) as of 06/30/2013, based on risk-adjusted returns.

Ad of Vanguard Total International Stock ETF (VXUS)

By // No comments:
Find Vanguard Total International Stock ETF Fund (VXUS) review. This index exchange traded fund invests in non-U.S. companies. It also has a low expense ratio.

Vanguard Fund

Ad of Vanguard Total International Stock ETF (VXUS)Vanguard is a leader in low cost investing including mutual fund and exchange traded fund (ETF). With low cost Vanguard ETFs, you can diversify your investment through various investment options. These index ETFs is tracking its index. One of the top Vanguard ETFs is Vanguard Total International Stock ETF Fund.

Should you buy this top ETF for your brokerage, retirement, or 401(k) account? Find my fund review below. Select the best funds for your investing account or long term account. I provide various aspects of review including fund performance, returns, expense fee, rank, and more.

The details of investment ad are as follow:
VXUS 
Vanguard Total International Stock ETF 
Help put a world of opportunities in your clients’ hands. 
Are you Vanguarding your clients’ portfolios? 
You’re dedicated to helping your clients reach their goals. That’s why we’ve been dedicated to keeping costs low from day one. With large-, mid-, and small-capitalization securities in developed and emerging international markets, VXUS can help keep your clients’ portfolios on track.

Ad of SPDR Gold Trust ETF (GLD)

By // 2 comments:
Find SPDR Gold Trust ETF fund (GLD) review. This exchange traded fund invests mainly in gold bullion.

Investment Review

Ad of SPDR Gold Trust ETF (GLD)Using fund for gold investing is popular among investors or traders nowadays. As one of the precious metals, gold price has been increasing since 2008. One of the popular ETF fund for gold investment is SPDR Gold Trust ETF fund (GLD). Gold offers investors an attractive opportunity to diversify their portfolios. Recently, financial news has produced various ads about this exchange traded fund.

Whether the investment is for your brokerage or 401(k) or retirement account, you need to find out the details about the funds. Find the fund review including the fund details, expense ratio, yield, etc. I also include the investing ads for your review as wells. There are two advertisements which I have seen.

Version 1:
Looking for Diversification? 
Gold Refiners are Standing By. 
Investors may know that gold can diversify a portfolio. What they probably don’t know is that few investments are designed to track the price of this precious metal. 
When you invest in SPDR Gold Shares, you get a precise way to add gold to your portfolio because it’s not an index or derivative. With GLD, all of your shares are backed 100% by physical gold.

Top Performing Mutual Funds 2013: Firsthand, Fidelity Fund

By // No comments:
Find top performing mutual funds 2013. The top funds are Firsthand Alternative Energy Fund, Fidelity Select Biotechnology Fund, etc.

Best Mutual Funds 2013

Top Performing Mutual Funds 2013: Firsthand, Fidelity FundLooking at the top performing funds for 2013 may provide you an idea for 2014 investment. Most of the top funds are dominated by biotechnology and small cap stock funds. These funds tend to have high volatility and high reward.

Find the top 3 fund review below. I have provided summary about these funds. Whether they are for your investment, retirement account, 401(k) plan, you need to find out the details about the funds.

Best Performing Mutual Funds up to December 3, 2013 are:
  1. Firsthand Alternative Energy Fund (ALTEX) – 94.01%
  2. Fidelity Select Biotechnology Fund (FBIOX) – 63.97%
  3. Franklin Biotechnology Discovery A (FBDIX) – 63.67%
  4. Legg Mason Opportunity A (LGOAX) – 61.03%
  5. Kinetics Small Cap Opportunities No Load (KSCOX) – 57.61%
  6. Hodges Fund (HDPMX) – 56.08%

Direxion Daily 20+ Year Treasury Shares ETFs Ads

By // No comments:
Is investing in leveraged funds of Direxion Daily 20+ Year Treasury Shares ETFs good for your brokerage account? Will you invest in bull or bear leveraged exchange traded funds (ETFs)?

ETF Investment

Direxion Daily 20+ Year Treasury Shares ETFs | Leveraged FundsETF investment is replacing mutual fund investment. There is variety of ETF funds offered by fund providers such as Vanguard, iShares, State Street, Fidelity, Direxion, Proshares, Charles Schwab, etc. Each provider may provide unique exchange traded funds. Some provide low cost index funds, some provide sector ETF funds, there are also leveraged funds, and more.

Whether the investment is for your brokerage or 401(k) or retirement account, you need to find out the details about the funds. Direxion provide a big ad about Direxion Daily 20+ Year Treasury Shares ETFs, both bull and bear leverage funds. The ad is titled as “Treasuries – Prepared for the bear?”

The ad details can be found below:
Treasuries – Prepared for the bear? 
TYBS 
Daily 20+ Year Treasury Bear 1x Shares 
TMV 
Daily 20+ Year Treasury Bear 3x Shares 
For traders, Direxion matters. 
Get started today. Call 866.476.7523 or go to direxionfunds.comdirexionshares – Think direction. Trade.

United States Commodity Index Fund (USCI) Ad

By // No comments:
Find United States Commodity Index Fund (USCI), an ETF Investment idea. This exchange traded fund, ETF, invests mainly in six commodity sectors: energy, precious metals, industrial metals, grains, softs, and livestock.

United States Commodity Index Fund - USCI ETF Investing

Exchange traded fund is popular among investors and traders. With its low cost and diversity of selections, ETF can be used for long term investment vehicle. Recently, you might find an ad about USCI ETF in various financial magazine or news. This United States Commodity Index Fund (USCI) is tracking its index and invests in 6 commodity sectors.

If you look to invest in your financial or brokerage account, you need to find out the details about this fund. Whether it is for your regular broker or retirement account, being prudent is important during this period of time.

One of the investment ads is details below:
USCI 
United States Commodity Index Fund 
To obtain a copy of the prospectus, call 1-800-920-0259 or to download a copy, visit www.unitedstatescommodityindexfund.com/usci-prospectus.php or write to