A sort of good week, just not quite good enough to buy. The sum of all the deviations has been 810, 765, and now 779.
The number of funds I rate as buy over the last 3 weeks has been 10, 15, and now 12.
It looks like on last week’s report, I did not know what month it was. The return numbers and balances I quoted were all for September.
On The Dutram Report (19Oct) podcasts from Zacks Investment Research Eric Dutram suggests 5 ETFs to Buy and Hold for 5 years. He suggests SNSR (Global X Internet of Things ETF), ASHR (Deutsche X-trackers Harvest CSI China A ETF). EES (Wisdon Tree US SmallCap Earnings ETF), EZU (iShares MSCI Eurozone ETF), KRE (SPDR S&P Regional Banking ETF). Eric Dutram has been at Zacks many years and just left. I went looking for were is going next, but Facebook only contains pictures about his current tour of Europe. He seems to like beer.
My S&P500 investment is in RSP (S&P500 EqualWeighted) which has a price of 96.73, 50 day MA of 95.17, a 200 day MA of 91.99, and a 7% stop loss is 90.59.
My current investments:
IRA#1 and IRA#2 – STechnology has a price of 189.23, a sell price 179.77, a rank of 02, and is a hold. (ETF – CQQQ – stoploss 56.56)
IRA#2
SSemiconductors has a price of 122.06, a sell price 115.96, a rank of of 01, and is a hold. (ETF – PSI stoploss 50.31)
ChinaRegion has a price of 34.93, a sell price 33.18, a rank of 03, and is a hold. (ETF – CXSE- stoploss 77.22 )
EmergingMarketsIndex – IC has a price of 11.29, a sell price 10.73, and a rank of 10, and is a hold. (ETF – EEMO – stoploss 21.22)
I sold SBiotechnology for a loss of 3.34% and the ETF was sold for a loss of 4.33%. The mutual fund did better than the ETF this time.
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:
16.35 01-06 FSELX 122.06 SSemiconductors Yes
14.93 02-41 FSPTX 189.23 STechnology Yes
14.59 03-26 FHKCX 34.93 ChinaReqion
14.19 04-24 FSEAX 44.39 EmergingAsia
13.14 05-15 FSDAX 167.30 SDefense&Aerospace
12.91 06-03 FSCSX 171.25 SSoftware&ITServices Yes
12.91 07-01 FDCPX 96.85 SComputers Yes
12.68 08-08 FSCHX 184.44 SChemicals
12.42 09-04 FPBFX 35.71 PacificBasin
11.86 10-18 FPEMX 11.29 EmergingMarketsIndex – IC
11.49 11-05 FBSOX 54.20 SITServices
11.46 12-07 FSVLX 15.70 SConsumerFinance
10.87 13-01 FFGCX 12.73 GlobalCommodityStock
10.71 14-01 FEMKX 31.59 EmergingMarkets
10.67 15-28 FDSVX 33.05 Growth Discovery
10.47 16-01 FJPNX 15.24 Japan Yes
10.25 17-02 FCNTX 127.05 Contrafund
10.16 18-02 FJSCX 18.92 JapanSmallerCompanies Yes
10.12 19-06 FCPGX 24.65 SmallCapGrowth
10.12 20-02 FTQGX 23.52 FocusedStock
Last week
15.10 01-05 FSELX 119.71 SSemiconductors
14.46 02-40 FSPTX 186.97 STechnology
13.76 03-25 FHKCX 34.41 ChinaReqion
13.37 04-07 FSCHX 184.33 SChemicals
12.87 05-02 FSCSX 170.03 SSoftware&ITServices Yes
12.64 06-23 FSEAX 43.46 EmergingAsia
12.53 07-14 FSDAX 165.26 SDefense&Aerospace
12.35 08-06 FSVLX 15.73 SConsumerFinance Yes
11.80 09-03 FPBFX 35.28 PacificBasin
11.65 10-04 FBSOX 53.95 SITServices Yes
11.13 11-27 FDSVX 33.00 Growth Discovery
11.07 12-17 FPEMX 11.14 EmergingMarketsIndex – IC
10.68 13-04 FSDPX 92.76 SMaterials
10.62 14-05 FCPGX 24.63 SmallCapGrowth
10.52 15-01 FTQGX 23.48 FocusedStock Yes
10.44 16-01 FCNTX 126.58 Contrafund Yes
10.24 17-02 FOCPX 107.32 OTCPortfolio
10.15 18-01 FSUIX 12.99 LargeCapGrowthIndex – IC Yes
9.96 19-01 FLGEX 18.70 LargeCapGrowthEnhancedIndex Yes
9.87 20-01 FJSCX 18.77 JapanSmallerCompanies
IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Sep17 1m+1% 3m+10% 6m+14% 12m+9% 24m+34% 36m+20% 60m+94% 120m-16%
Aug17 1m+4% 3m+7% 6m+5% 12m+9% 24m+33% 36m+17% 60m+93% 120m-8%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – CashReserves(FDRXX)(30Oct17 from SBiotechnology(FBIOX)
20% – ChinaRegion(FHKCX)(16Oct17) from OTCPortfolio(FOCPX)
20% – SSemiconductors(FSELX)(09Oct17) from SComputers(FDCPX)
20% – EmergingMarketsIndex – IC(FPEMX)(24Jul17) from CashResrves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Sep17 1m+0% 3m+3% 6m+4% 12m+9% 24m+17% 36m+19% 60m+25% 120m+10%
Aug17 1m+2% 3m+1% 6m+3% 12m+10% 24m+17% 36m+17% 60m+28% 120m+20%
Average annual return since 1/82 11%