A good week, time to buy. The sum of all the deviations has been 826, 798, and now 1047.
The number of funds I rate as a buy over the last 3 weeks has been 42, 29, and now 30.
However, since the sum of all the deviations is not up 2 weeks in a row, I will not be be buying – maybe next week.
In the past, I’ve commended on Zacks Market Edge, a podcast featuring Tracey Ryniec. She is a value investor. On 15 Nov she talked about The Best Red-Hot Value Stocks. Her initial search produced 35 stocks. She selected 5 of them to feature in her podcast. CDW,BCC,EC,HUN,HEES were the symbols she discussed. Since her podcast, CDW is up 5%, BCC is up 7%, EC is up 22%, HUN is up 10%, and HEES is up 15% since 16Nov. Listening to her podcasts could be profitable. On her 03Jan18 podcast she felt BWA, FSBW, FL, KELYA, UPL were cheap value stocks which may be worth investigating.
It was an amazing week. Not one of the 100 funds follow were down. If the last week in 2017 had not been a down week, I would be buying. It seems that most US oriented mutuals funds increased in price more than the international funds.
IRA#1 and IRS#2
SSemiconductors has a price of 116.69, a sell price 110.86, and a rank of 05, and is a hold. (ETF – ARKW)
IRA#2
EmergingMarketsIndex – InvC has a price of 11.85, a sell price 11.26, and a rank of 10, and is a hold. (ETF – EEMO)
My mutual fund portfolio changes this weekend:
IRA #1 – None
IRA #2 – None
My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 40% 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:
16.45 01-04 FHKCX 37.68 ChinaReqion
16.43 02-08 FSRPX 137.38 SRetailing
15.98 03-03 FSENX 46.27 SEnergy Yes
15.27 04-13 FFGCX 13.67 GlobalCommodityStock Yes
15.21 05-15 FSELX 116.69 SSemiconductors
14.47 06-03 FEMEX 10.61 EmergingEuropeMiddleEastAfrica Yes
14.13 07-03 FSEAX 46.53 EmergingAsia Yes
13.92 08-06 FSVLX 16.66 SConsumerFinance
13.87 09-06 FSRFX 107.04 STransportation
13.84 10-02 FPEMX 11.85 EmergingMarketsIndex – InvC Yes
13.76 11-02 FEMKX 33.90 EmergingMarkets Yes
13.34 12-01 FSPTX 187.71 STechnology
13.31 13-01 FSCSX 172.86 SSoftware&ITServices
13.26 14-13 FPBFX 36.38 PacificBasin Yes
13.17 15-01 FBSOX 56.63 SITServices
13.07 16-01 FSCHX 185.48 SChemicals
13.06 17-06 FSLBX 83.48 SBrokerageandInvestmentManagement
12.64 18-01 FLGEX 19.56 LargeCapGrowthEnhancedIndex
12.57 19-01 FSDPX 94.55 SMaterials Yes
12.43 20-01 FTQGX 23.69 FocusedStock
Last week corrected
13.85 01-07 FSRPX 133.17 SRetailing
12.97 02-02 FSENX 44.69 SEnergy Yes
12.53 03-02 FEMEX 10.35 EmergingEuropeMiddleEastAfrica Yes
12.17 04-03 FHKCX 35.98 ChinaReqion
12.04 05-12 FFGCX 13.18 GlobalCommodityStock Yes
11.75 06-05 FSRFX 104.28 STransportation
11.66 07-05 FSVLX 16.21 SConsumerFinance
11.50 08-05 FSLBX 81.76 SBrokerageandInvestmentManagement
11.31 09-02 FSEAX 45.04 EmergingAsia Yes
11.24 10-12 FPBFX 35.48 PacificBasin Yes
11.20 11-14 FSELX 111.73 SSemiconductors
11.16 12-23 FSDAX 166.95 SDefense&Aerospace
11.13 13-02 FSHOX 64.87 SConstructionandHousing Yes
10.93 14-04 FSAIX 84.29 SAirTransportation
10.76 15-06 FJSCX 18.96 JapanSmallerCompanies
10.70 16-01 FEMKX 32.75 EmergingMarkets Yes
10.42 17-01 FPEMX 11.41 EmergingMarketsIndex – InvC Yes
10.12 18-01 FSCOX 19.34 InternationalSmallCapOpportunities Yes
9.94 19-05 FIDSX 114.22 SFinancialServices
9.89 20-02 FCYIX 36.79 SIndustrials
IRA#1 is currently invested in:
100% – SSemiconductors(FSELX)(26Dec17) from CashReserves(FDRXX)
Nov17 1m+0% 3m+9% 6m+16% 12m+26% 24m+45% 36m+32% 60m+97% 120m-8%
Oct17 1m+7% 3m+12% 6m+22% 12m27% 24m+39% 36m+34% 60m+102% 120m-21%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – SSemiconductors(FSELX)(26Dec17) from CashReserves(FDRXX)
20% – CashReserves(FDRXX)(11Dec17) STechnology(FSPTX)(01May17)
20% – CashReserves(FDRXX)(11Dec17) ChinaRegion(FHKCX)(16Oct17)
20% – CashReserves(FDRXX)(30Oct17 from SBiotechnology(FBIOX)
20% – EmergingMarketsIndex – IC(FPEMX)(24Jul17) from CashResrves(FDRXX)
Nov17 1m+1% 3m+4% 6m+5% 12m+16% 24m+21% 36m+23% 60m+35% 120m+33%
Oct17 1m+3% 3m+5% 6m+8% 12m17% 24m+19% 36m+26% 60m+32% 120m+31%
Average annual return since 1/82 11%