A good week, a buy week. The sum of all the deviations has been 836, 917, and now 1116 – up 2 weeks in a row – a buy week.
The number of funds I rate as a buy over the last 3 weeks has been 36, 41, and now 60.
Another thing to consider is the last time my sum of deviations went over 1000, the market started a decline within about 6 weeks.
Pacer Trendpilot ETFs offer funds which switch to T-Bills anytime the index they follow declines below the index 200 day average.
Currently their holdings are:
PTLC Pacer Trendpilot US Large Cap ETF follow the S&P500 index and is 100% in equities as of 03Jun.
PTMC Pacer Trendpilot US Mid Cap ETF follows the S&P MidCap 400 index and is 100% in equities as of 23Jul.
PTNQ Pacer Trendpilot 100 ETF follows the NASDAQ-100 index and is 100% invested in equities as of 17Apr.
I am currently invested in PTNQ.
On Friday’s Gary Kaltbaum radio show his theme was “Things. They are A Changing.” He feels that tech is no longer the next place to invest.
On Friday’s Vertical Research Advisory podcast, they suggested tech was going to continue well.
Either way, the actions to take are to make sure you have a sell price.
In addition we are within 3 months of the presidential election – a time to watch your investment closely.
IRA#1
BlueChipGrowth has a price of 142.29, a sell price 135.18, a rank of 04, and is a hold. (ETF – IWF, VONG)
IRA#2
BlueChipGrowth has a price of 142.29, a sell price 135.18, a rank of 04, and is a hold. (ETF – IWF, VONG)
EmergingAsia has a price of 59.77, a sell price 56.78, a rank of 03, and is a hold. (ETF – FNI, SMIN)
DisruptiveTechnology has a price of 14.97, a sell price TPD, a rank of 02, and is a BUY. (ETF – SOXX, SMH)
Fidelity launched several Disruptive funds. Their gimmick is a 1% expense charge if held for 1 year, then 0.75%, and later 0.50%.
My investment changes this weekend:
IRA #1 – none
IRA #2 – Invest 20% in DisruptiveTechnology
My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 60% 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 for last 2
weeks).
30.92 01-19 FSAGX 35.17 SGold NO
29.40 02-03 FTEKX 14.97 DisruptiveTechnology YES
25.44 03-09 FSEAX 59.77 EmergingAsia NO
23.79 04-17 FBGRX 142.29 BlueChipGrowth NO
23.61 05-28 FSPTX 25.55 STechnology NO
20.88 06-22 FOCPX 15.99 OTCPortfolio YES
20.25 07-05 FTRNX 134.07 Trend NO
19.91 08-14 FHKCX 48.64 ChinaRegion NO
19.08 09-10 FSRPX 20.58 SRetailing YES
18.86 10-17 FIFNX 14.85 Founders NO
18.52 11-01 FSESX 12.94 SEnergyServices YES
17.88 12-12 FDSVX 47.52 GrowthDiscovery NO
17.84 13-12 FTQGX 31.22 FocusedStock NO
17.46 14-01 FFIDX 58.57 Fidelity YES
17.38 15-08 FLGEX 25.80 LargeCapGrowthEnhancedIndex NO
17.19 16-08 FCNTX 16.36 Contrafund NO
16.98 17-10 FNCMX 135.47 NasdaqCompositeIndex NO
16.47 18-08 FSCSX 24.13 SSoftware&ITServices NO
16.14 19-01 FDCAX 39.26 CapitalAppreciation YES
16.09 20-01 FWWFX 32.44 Worldwide YES
Last Week
33.20 01-18 FSAGX 35.20 SGold YES
24.63 02-08 FSEAX 58.59 EmergingAsia NO
21.78 03-02 FTEKX 13.87 DisruptiveTechnology YES
21.67 04–16 FBGRX 138.10 BlueChipGrowth NO
21.49 05-27 FSPTX 24.80 STechnology NO
20.63 06-13 FHKCX 48.42 ChinaRegion NO
19.32 07-21 FOCPX 15.61 OTCPortfolio YES
18.33 08-04 FTRNX 130.53 Trend NO
18.11 09-16 FIFNX 14.61 Founders NO
18.04 10-09 FNCMX 135.47 NasdaqCompositeIndex NO
17.37 11-09 FSRPX 20.08 SRetailing NO
16.46 12-11 FDSVX 48.37 GrowthDiscovery NO
16.13 13-02 FSMEX 68.60 SMedicalTechnologyandDevices YES
15.94 14-07 FLGEX 25.25 LargeCapGrowthEnhancedIndex NO
15.64 15-11 FTQGX 30.35 FocusedStock NO
15.59 16-07 FCNTX 15.99 Contrafund NO
15.53 17-01 FEMKX 38.31 EmergingMarkets NO
15.20 18-07 FSCSX 23.66 SSoftware&ITServices NO
15.16 19-01 FMDGX 23.44 MidCapGrowthIndex YES
14.53 20-01 FDFFX 42.08 Independence NO
IRA#1 is currently invested in:
100% – BlueChipGrowth(FBGRX)(01Jun20) from Cash(23Mar20)
Mar20 1m-21% 3m-31% 6m-17% 12m-17% 24m-25%
IRA#2 is currently invested in:
20% – BlueChipGrowth(FBGRX)(01Jun20) from Cash(23Mar20)
20% – EmergingAsia(FSEAX)(13Jul20) from Cash(03Feb20)
20% – DisruptiveTechnology(FTEKX)(10Aug20) from Cash(03Feb20)
20% – Cash(02Mar20) from STechnology(21Jan20)
20% – Cash(02Mar20) from SWireless(21Oct19)
Mar20 1m-3% 3m-7% 6m-0% 12m+0% 24m-4%