Not a good week, not a buy week. The sum of all the deviations has been 531, 453, and now 241 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 54, 04, and now 01.
Not a time to buy. Except for a few minor positions, all my ETFs have been sold when their stoploss was hit.
Hopefully everything will turn around and start up again.
Bear market math – Stock investors can no longer ignore the next bear market. https://www.marketwatch.com/story/now-is-not-the-time-for-stock-investors-to-ignore-the-next-bear-market-2018-10-01
Jim Rogers had an interesting interview on YouTube – not very encouraging. https://www.youtube.com/watch?v=nRRpfnr8Y9g
IRA#1
SRetailing has a price of 16.00, a sell price 15.94, a rank of 07, and is a hold. (ETF – XRT stopped out on 24Sep, PEZ stopped out on 02Oct)
IRA#2
SITServices has a price of 65.40 a sell price 64.10, a rank of 05, and is a hold. (ETF – XWEB – stopped out 02Oct, XITK – stopped out on 27Jun)
SRetailing has a price of 16.00, a sell price 15.94, a rank of 07, and is a hold. (ETF – XRT stopped out on 24Sep, PEZ stopped out on 02Oct)
SSoftware&ITServices has a price of 19.24, a sell price 18.86, a rank of 14, and is a hold. (ETF – ARKW stopped out on 30Jul & FDN – stopped out on 30Jul)
SMedicalTechnologyandDevices has a price of 54.60, a sell price 53.83, a rank of 02, and is a hold. (ETF – XPH stopped out on 02Oct, ARKG stopped out on 02Oct)
STransportation has a price of 104.68, a sell price 101.50, a rank of 23, and is a hold. (ETF – IYT stopped out 04Oct, XTN stopped out on 01Oct)
None of the funds I own has hit its sell price.
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 – 100% 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:
11.88 01-17 FSHCX 106.76 SHealthCareServices
8.17 02-11 FSMEX 54.60 SMedicalTechnologyandDevices
7.94 03-26 FTQGX 27.35 FocusedStock
7.76 04-04 FSDAX 18.77 SDefense&Aerospace
7.19 05-39 FBSOX 65.40 SITServices
6.76 06-17 FSPHX 26.42 SHealthCare
6.51 07-47 FSRPX 16.00 SRetailing
6.14 08-01 FSTCX 60.54 STelecommunications
5.79 09-13 FSUIX 15.23 LargeCapGrowthIndex – Inv
5.60 10-01 FCYIX 37.26 SIndustrials
5.32 11-01 FGRTX 17.02 MegaCapStock
5.32 12-01 FSUTX 89.24 SUtilities
5.16 13-01 FLCSX 34.28 LargeCapStock
5.10 14-37 FSCSX 19.24 SSoftware&ITServices
5.08 15-01 FSPCX 69.45 SInsurance
5.04 16-01 FUSEX 100.85 500 Index – IC
5.03 17-05 FDCPX 99.99 SComputers
5.03 18-01 FGRIX 40.00 Growth&Income
4.96 19-01 FMAGX 11.14 Magellan
4.92 20-07 FTRNX 111.19 Trend
Last Week
13.20 01-16 FSHCX 107.35 SHealthCareServices Yes
12.74 02-10 FSMEX 56.66 SMedicalTechnologyandDevices
12.09 03-46 FSRPX 16.78 SRetailing
10.80 04-38 FBSOX 67.35 SITServices
10.70 05-25 FTQGX 27.93 FocusedStock
10.63 06-16 FSPHX 27.28 SHealthCare
8.84 07-25 FBGRX 101.74 BlueChipGrowth
8.76 08-25 FOCPX 12.78 OTCPortfolio
8.73 09-36 FSCSX 19.85 SSoftware&ITServices
8.69 10-12 FSUIX 15.60 LargeCapGrowthIndex – Inv
8.54 11-03 FSDAX 18.83 SDefense&Aerospace
8.47 12-04 FDCPX 102.99 SComputers
8.35 13-07 FSDCX 40.51 SCommunicationsEquipment
8.28 14-17 FSCPX 48.00 SConsumerDiscretionary
8.11 15-06 FTRNX 114.28 Trend
7.52 16-01 FNCMX 106.08 NasdaqCompositeIndex
7.45 17-01 FDSVX 37.29 Growth Discovery
7.44 18-01 FLGEX 21.56 LargeCapGrowthEnhancedIndex
7.26 19-01 FCNTX 14.09 Contrafund
7.20 20-01 FSRFX 106.84 STransportation
IRA#1 is currently invested in:
100% – SRetailing(FSRPX)(16Jul18) from CashReserves(FDRXX)(18Jun18)
Aug18 1m+6% 3m+1% 6m+4% 12m+12% 24m+22% 36m+49% 60m+57% 120m+9%
Jul18 1m-2% 3m-2% 6m-7% 12m+10% 24m+16% 36m+17% 60m+47% 120m+3%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – STransportation(FSRFX)(24Sep18) from CashReserves(FDRXX)(02Apr18)
20% – SMedicalTechnologyandDevices(FSMEX)(04Sep18) from CashReserves(FDRXX)(02Apr18)
20% – SSoftware&ITServices(FSCSX)(16Jul18) from CashReserves(FDRXX)(05Mar18)
20% – SRetailing(FSRPX)(11Jun18) from CashReserves(FDRXX)(05Mar18)
20% – SITServices(FBSOX)(14May18) from CashReserves(FDRXX)(12Feb18)
Aug18 1m+4% 3m+4% 6m+4% 12m+7% 24m+18% 36m+25% 60m+29% 120m+44%
Jul18 1m+0% 3m+1% 6m-3% 12m+6% 24m+11% 36m+13% 60m+19% 120m+40%
Average annual return since 1/82 11%