September was not a profitable month. In September my 5 portfolios, IRA#1 -1%, IRA#2 -1%, PDP PIE PIZ DWAS -3%, TQQQ -6%, TQQQ/SQQQ -10%. For the last 3 months, IRA#1 +1%, IRS#2 -4%, PDP… +0%, TQQQ +5%, TQQQ/SQQQ -5%.
September portfolio changes:
IRA#1 – None.
IRA#2 – Purchased SHealthCare on 09/02, SUtilities on 09/08, and SPharmaceutical on 09/22.
PDP PIE PIX DWAS – Sold DWAS on 09/22 when the 3 month gain turned negative and purchased DWAS. Current positions are Cash 51%, PDP 33% and PIE 16%.
TQQQ – Sold half TQQQ on 09/16, purchased half TQQQ on 09/19, sold half TQQQ on 09/23.
TQQQ/SQQQ – Sold TQQQ on 09/16, purchased TQQQ on 09/19, sold TQQQ on 09/23.
My investing rules for these portfolios are on my web site:
1 – for funds https://www.flynndj.com/my-iras/fund-evaluation-method/
2 – for ETFs https://www.flynndj.com/7-etf-investment-study/
An interesting ETF was started this week. DWAT invests in the best performing ETFs within the best performing asset class. The fund can be invested in 100% US Equities, Fixed Income, 60% in International Equities, and 30% in Inverse Equity, Currencies, Commodities, and Real Estate. Currently it is invested 91% in US Equity, 8% in Real Estate, and 1% in cash. A list of its current investments can be view at http://www.arrowshares.com/default.aspx?menuitemid=124. Currently the #1 investment in DWAT is ETF XLV – Health Care Select Sector – at 13% of assets. It will be interesting to watch DWAT assets change as momentum of each asset class and ETF change.
IBD TBP’s Current Outlook is “Market in correction” – Not a time to invest. The change from “Uptrend under Pressure” took place after Wednesday’s market decline. It was not a good
week in the market.
My current investments:
SBiotechnology has a price of 218.77 a sell price 208.07, a rank of 02, and is a Hold.
SElectronics has a price of 77.33, a sell price 76.99, a rank of 06, and is a Hold.
SHealthCare has a price of 222.44, a sell price 211.32, a rank of 01, and is a Hold.
SUtilities has a price of 74.99, a sell price 71.68, a rank of 21, and is a Hold until something better is a buy or it drops below its sell line.
SPharmaceuticals has a price of 21.80, a sell price 20.71, a rank of 03, and is a Hold.
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 – 100% invested