09Apr18 update:
Not a good week, not a buy week. The sum of all the deviations has been 140, 284, and now 150 – definitely not up two weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 00, 00, and now 07.
It sure would be nice it the market went up more than one week in a row.
We are soon to enter the seasonally weak part of the market year, know as “sell in May and go away.”
So Fidelity published their “Fidelity Fund Distributions” today and the “are the most recently reported” is not true since some were reported Friday.
I doubt my two calls on Saturday resulted in nothing, but would sure be nice if Fidelity could accurately report complete fund prices.
Turns out I am not 100% is cash. I have about 2% invested in HRBlock I’ve purchased through the employee stock purchase plan. The stock is easy to sell, but can only be purchased with payroll deductions. So for that 2% I am hoping the market goes up eventually. However for now everything looks like the decline is continuing
IRA#1
Cash
IRA#2
Cash
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 – 00% invested
IRA #2 – 00% 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:
7.35 01-11 FSDAX 177.38 SDefense&Aerospace
6.53 02-21 FSRPX 137.15 SRetailing
6.40 03-03 FSCOX 20.05 InternationalSmallCapOpportunities
5.85 04-03 FCONX 10.03 ConservativeIncomeBond
5.40 05-03 FEDDX 15.89 EmergingMarketsDiscovery
5.36 06-02 FJSCX 19.19 JapanSmallerCompanies
5.16 07-16 FEMEX 10.57 EmergingEuropeMiddleEastAfrica
4.87 08-13 FBSOX 56.70 SITServices
4.83 09-08 FCPGX 25.90 SmallCapGrowth
4.15 10-09 FSDCX 37.61 SCommunicationsEquipment
4.14 11-01 FIREX 11.69 InternationalRealEstate Yes
3.93 12-03 FLATX 26.76 LatinAmerica
3.86 13-01 FSCPX 41.74 SConsumerDiscretionary
3.72 14-10 FSPTX 184.88 STechnology
3.68 15-17 FHKCX 36.17 ChinaReqion
3.55 16-01 FISMX 29.88 InternationalSmallCap
3.46 17-11 FSCSX 170.04 SSoftware&ITServices
3.35 18-02 FJPNX 15.61 Japan
3.11 19-01 FFGCX 12.90 GlobalCommodityStock
2.91 20-02 FSLBX 77.41 SBrokerageandInvestmentManagement
last week:
8.79 01-10 FSDAX 179.06 SDefense&Aerospace
8.42 02-20 FSRPX 140.28 SRetailing
7.46 03-12 FBSOX 57.95 SITServices
7.37 04-06 FSELX 116.67 SSemiconductors
7.17 05-07 FCPGX 26.41 SmallCapGrowth
6.98 06-02 FSCOX 20.09 InternationalSmallCapOpportunities
6.65 07-08 FSDCX 38.43 SCommunicationsEquipment
6.65 08-15 FEMEX 10.69 EmergingEuropeMiddleEastAfrica
6.49 09-01 FJSCX 19.34 JapanSmallerCompanies
6.41 10-16 FHKCX 37.05 ChinaReqion
6.37 11-02 FEDDX 15.99 EmergingMarketsDiscovery
6.08 12-09 FSPTX 188.71 STechnology
5.96 13-02 FCONX 10.01 ConservativeIncomeBond
5.49 14-01 FSLBX 83.25 SBrokerageandInvestmentManagement
5.41 15-02 FPEMX 11.68 EmergingMarketsIndex – InvC
5.28 16-02 FLATX 27.05 LatinAmerica
5.26 17-01 FJPNX 15.87 Japan
5.22 18-10 FSCSX 172.62 SSoftware&ITServices
5.14 19-12 FTQGX 23.66 FocusedStock
4.55 20-01 FSEAX 45.10 EmergingAsia
IRA#1 is currently invested in:
100% – CashReserves(FDRXX)(12Feb18) from SSemiconductors(FSELX)(26Dec17)
Feb18 1m-6% 3m-1% 6m+7% 12m+13% 24m+53% 36m+13% 60m+79% 120m+11%
Jan18 1m+6% 3m+5% 6m+18% 12m+24% 24m+63% 36m+27% 60m+89% 120m+18%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – CashReserves(FDRXX)(02Apr18) from EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
20% – CashReserves(FDRXX)(26Mar18) from SRetailing(FSRPX)(16Jan18)
20% – CashReserves(FDRXX)(05Mar18) from SBrokerageandInvestmentManagement(FSLBX)(22Jan18)
20% – CashReserves(FDRXX)(12Feb18) from EmergingMarketsIndex – InvC(FPEMX)(24Jul17)
20% – CashReserves(FDRXX)(12Feb18) from SSemiconductors(FSELX)(26Dec17)
20% – EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18) from CashReserves(FDRXX)
Feb18 1m-4% 3m-1% 6m+3% 12m+6% 24m+28% 36m+17% 60m+29% 120m+39%
Jan18 1m+3% 3m+4% 6m+9% 12m+15% 24m+33% 36m+2