In the Doug Fabian’s 26Aug “ETF Strategies” podcast, he listed 10 ETFs to own. For long term growth he suggests: OUNZ VanEck Merk Gold Trust, SLV iShares Silver Trust, ECON EGShares Emerging Markets Consumer ETF, INDY iShares India 50, and IHI iShares US Medical Devices. For income he suggests: REM iShares Mortgage Real Estate Capped – 10% yield, OUSA O’Shares FTSE US Quality Dividend ETF – 2% yield, CVY Guggenheim Multi-Asset Income ETF – 5% yield, EDIV SPDR S&P Emerging Markets Dividend ETF – 5% yield, and DWIN PowerShares DWA Tact Multi-Asst Inc – 4% yield. I have been and currently am invested in some of these.
Last week the Federal Reserve Board (FED) held its annual conference in Jackson Hole, Wyoming. Included in the discussion was the FED purchases of US stocks, and using negative interest rates – the FED denies any intent to do either. Japan, Israel, Switzerland, Czech Republic, China and 23% of all nations are purchasing their countries stocks. Jim Grant, founder of Grant’s Interest Rate Observer, notes that in the last 5000 years there has been no instance of negative rates and yet today $12T of government bonds from Japan, France, Germany, and others, have negative interest rates. He asks “If these are the first sub-zero interest rates in 5,000 years, is this the worst economy since 3,000 BC?” The purpose of these actions is to convince the public the economy is fine since the market are going up. It is difficult to figure out how this can end well.
IBD TBP’s Market Pulse is “Uptrend Under Pressure” as of 25Aug. NOT a time to invest.
My current investments:
IRA#1 and IRA#2
SMedicalEquipment&Sytems has a price of 43.18, a sell price of 41.02, a rank of 02, and is a hold. (ETF – IHI current stoploss 135.25)
IRA#2
LatinAmerica has a price of 21.59, a sell price 20.73, a rank of 04, and is a hold. (ETF – BRF – current stoploss 16.66)
SElectronics has a price of 88.65, a sell price 84.22, a rank of 01, and is a hold. ( ETF – SMH – current stoploss 62.14)
SNaturalGas has a price of 25.94, a sell price 24.95, a rank of 14, and is a hold. (ETF – PSCE – current stoploss 16.26)
My portfolio changes this weekend:
IRA #1 – None
IRA #2 – None
My portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 80% invested
The top 20 (out of 100+ I follow) Fidelity funds (percent deviation, rank & weeks on top 20 list, fund symbol, fund price, fund name, and %dev increasing last 2 weeks).
This week:
16.02 01-09 FSELX 88.65 SElectronics Yes
12.29 02-21 FSMEX 43.18 SMedicalEquipment&Systems
11.89 03-31 FSAGX 24.45 SGold
11.66 04-11 FLATX 21.59 LatinAmerica
10.59 05-07 FSPTX 132.05 STechnology
9.69 06-07 FSCSX 134.27 SSoftware&ITServices Yes
9.43 07-10 FTEMX 11.33 TotalEmergingMarkets
9.34 08–07 FSDCX 31.42 SCommunicationsEquipment
8.63 09-02 FSLBX 61.77 SBrokerageandInvestmentManagement
8.29 10-04 FNARX 28.91 SNaturalResources
8.24 11-04 FSENX 43.04 SEnergy
8.24 12-05 FDCPX 74.87 SComputers
8.11 13-07 FCPGX 20.34 SmallCapGrowth
7.65 14-04 FSNGX 25.94 SNaturalGas
7.48 15-07 FOCPX 85.85 OTCPortfolio
7.23 16-02 FSLEX 21.40 SEnvironmental&AltEnergy
7.16 17-01 FRESX 46.03 RealEstateInvestmentPortfolio
7.13 18-06 FEMKX 24.49 EmergingMarkets
7.00 19-02 FMCSX 34.81 MidCapStock
6.94 20-01 FSCHX 147.15 SChemicals
Last week
16.14 01-30 FSAGX 25.22 SGold
15.88 02-08 FSELX 87.80 SElectronics Yes
12.24 03-20 FSMEX 42.88 SMedicalEquipment&Systems
10.18 04-06 FSPTX 130.82 STechnology
9.80 05-10 FLATX 21.10 LatinAmerica
9.42 06-06 FSCSX 133.26 SSoftware&ITServices
9.42 07-03 FSNGX 26.26 SNaturalGas
9.09 08-03 FSENX 43.19 SEnergy
9.00 09-09 FTEMX 11.23 TotalEmergingMarkets
8.76 10-03 FNARX 28.91 SNaturalResources
8.62 11-06 FSDCX 31.06 SCommunicationsEquipment
8.44 12-06 FOCPX 86.28 OTCPortfolio
7.93 13-04 FDCPX 74.33 SComputers
7.56 14-06 FCPGX 20.15 SmallCapGrowth
7.46 15-01 FSLBX 60.83 SBrokerageandInvestmentManagement
6.93 16-01 FSLEX 21.26 SEnvironmental&AltEnergy
6.80 17-09 FEMEX 8.06 EmergingEMEA
6.51 18-10 FPBFX 28.78 PacificBasin
6.50 19-01 FMCSX 34.52 MidCapStock
6.39 20-05 FEMKX 24.23 EmergingMarkets
IRA#1 is currently invested in:
100% – SMedicalEquipment&Systems(FSMEX)(31May16) from CashReserves(FDRXX)
Jul16 1m-6% 3m-7% 6m+16% 12m-10% 24-1% 36m+13% 60m+8% 120m-2%
Jun16 1m+6% 3m+22% 6m+16% 12m-10% 24m+2% 36m+23% 60m+12% 120m-2%
Average annual return since 1/82 11%
IRA#2 is currently invested in:)
20% – CashReserves(FDRXX)(29Aug16) from SGold(FSAGX)
20% – LatinAmreica(FLATX)(25Jul16) from JapanSmallerCompaneis(FJSCX)
20% – SMedicalEquipment&Systems(FSMEX)(31May16) from CashReserves(FDRXX)
20% – RealEstateInvestmentPortfolio(FRESX)(21Mar16) from CashReserves(FDRXX)
20% – Telecom&Utilities(FIUIX)(14Mar16) from CashReserves(FDRXX)
Jul16 1m-6% 3m-1% 6m+4% 12m-9% 24m-1% 36m-9% 60m+2% 120m+14%
Jun16 1m+6% 3m+9% 6m+5% 12m-1% 24m+2% 36m+8% 60m+8% 120m+21%
Average annual return since 1/82 11%