A good week, a buy week. The sum of all the deviations has been 615, 678, and now 679 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 08, 10, and now 25.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 4% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 4% above its 50 day moving average,
IWM (Russell 2000 ETF) is 5% above its 50 day moving average,
SPY, QQQ, and IWM are above their 200 day moving average.
The sum of the deviations is positive.
A time to buy – Sum of all deviations is up 2 weeks in a row.
Over the last months ending in November my investments are:
IRA#1 1m 6%, 3m -0%, 6m 23%, 12m 2%
IRA#2 1m 1%, 3m 1%, 6m 8%, 12m 3%
PTNQ 1m 4%, 3m 10%, 6m 18%, 12m 20%
IRA#1
SSemiconductors has a price of 12.02, a sell price 11.59, a rank of 01, and is a hold. (ETF – XSD, SMH)
IRA#2
SSemiconductors has a price of 12.02, a sell price 11.59, a rank of 01, and is a hold. (ETF – XSD, SMH)
SConstructionandHousing has a price of 64.62, a sell price 62.26, a rank of 21, and is a hold for now. (ETF – ITB, PKB)
SWireless has a price of 10.99, a sell price 10.49, a rank of 14, and is a hold. (ETF – IYZ, XTL)
SAutomotive has a price of 37.24, a sell price 35.68, a rank of 09, and is a hold. (ETF – RGI, EXI)
LatinAmerica has a price of 27.29, a sell price 25.93, a rank of 41, and is a sell since I’ve owned it for more than 30 days.
SHealthCareServices has a price of 102.29, a sell price TBD, a rank of 03, and is a buy. (ETF – GNOM, BBC)
My investment changes this weekend:
IRA #1 – none
IRA #2 – sell LatinAmerica and buy SHealthCareServices
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).
15.08 01-25 FSELX 12.02 SSemiconductors NO
13.91 02-03 FBIOX 22.61 SBiotechnology NO
11.74 03-04 FSHCX 102.29 SHealthCareServices YES
11.24 04-08 FSPTX 19.34 STechnology NO
11.10 05-04 FSLBX 82.79 SBrokerage&InvestmentManagement YES
11.06 06-08 FEXPX 21.63 Export&Multinational NO
10.66 07-03 FPHAX 23.34 SPharmaceuticals YES
10.45 08-14 FDCPX 82.10 SComputers YES
10.15 09-09 FSAVX 37.24 SAutomotive NO
10.01 10-08 FSRBX 28.67 SBanking YES
9.76 11-02 FCPGX 27.20 SmallCapGrowth YES
9.42 12-08 FGRIX 41.73 Growth&Income NO
9.06 13-05 FIDSX 11.24 SFinancialServices NO
9.01 14-17 FWRLX 10.99 SWireless NO
9.00 15-02 FSMEX 60.06 SMedicalTechnologyandDevices NO
8.99 16-07 FLCSX 33.88 LargeCapStock NO
8.71 17-06 FDGFX 30.75 DividendGrowth NO
8.71 18-04 FOCPX 12.45 OTCPortfolio NO
8.39 19-01 FSESX 22.77 SEnergyServices YES
8.36 20-01 FIGFX 15.54 InternationalGrowth YES
Last Week
16.39 01-24 FSELX 12.06 SSemiconductors NO
14.04 02-02 FBIOX 22.47 SBiotechnology YES
12.48 03-07 FSPTX 19.44 STechnology NO
11.51 04-03 FSHCX 101.45 SHealthCareServices YES
11.35 05-07 FEXPX 21.56 Export&Multinational NO
10.90 06-03 FSLBX 82.16 SBrokerage&InvestmentManagement YES
10.45 07-08 FSAVX 37.14 SAutomotive NO
10.35 08-13 FDCPX 81.57 SComputers NO
9.95 09-02 FPHAX 23.06 SPharmaceuticals YES
9.93 10-16 FWRLX 11.03 SWireless NO
9.78 11-34 FSHOX 65.21 SConstructionandHousing NO
9.62 12-07 FSRBX 28.42 SBanking NO
9.60 13-01 FCPGX 27.02 SmallCapGrowth NO
9.52 14-07 FGRIX 41.56 Growth&Income NO
9.23 15-01 FSCSX 20.05 SSoftware&ITServices NO
9.12 16-03 FOCPX 12.44 OTCPortfolio NO
9.09 17-04 FIDSX 11.19 SFinancialServices NO
9.04 18-01 FSMEX 59.80 SMedicalTechnologyandDevices NO
9.03 19-06 FLCSX 33.73 LargeCapStock NO
8.82 20-05 FDGFX 30.64 DividendGrowth NO
It will be some time before I get all of the % returns correct.
IRA#1 is currently invested in:
100% – SSemiconductors(16Sep19) from SGold(FSAGX)(17Jun19))
Sep19 1m-2 3m+1% 6m+1% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – SHealthCareServices(FSHCX)(09Dec19) from LatinAmerica(FLATX)(04Nov19)
20% – SAutomotive(FSAVX)(28Oct19) from Cash(16Sep19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
20% – SConstructionandHousing(FSHOX)(16Sep19) from Cash(26Aug19)
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
Sep19 1m-11% 3m+1% 6m+0% 12m-14% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%