Not a good week, not a buy week. The sum of all the deviations has been 1320, 966, and now 760 – not up 2 weeks in a row – not a buy week.
The number of funds I rate as a buy over the last 3 weeks has been 39, 00, and now 01.
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.
This week on wealthtrack.com Consuelo Mack talked with Mary Beth Franklin. MBF claims taxes are going up and now is the time to change from Traditional to Roth IRAs
Turns out that on my non mutual fund investments seven were sold by stop loss and thus I am about 30% invested.
IRA#1
BlueChipGrowth has a price of 138.71 a sell price 136.84, a rank of 10, and is a hold. (adjusted for a distribution)
IRA#2
BlueChipGrowth has a price of 138.71 a sell price 136.84, a rank of 10, and is a hold. (adjusted for a distribution)
EmergingAsia has a price of 60.52, a sell price 59.13, a rank of 03, and is a hold. (ETF – SMIN)
DisruptiveTechnology has a price of 14.58, a sell price 14.99, a rank of 04, and is a sell. (ETF – SMH)
SEnergyServices has a price of 10.97, a sell price 11.88, a rank of 98, and is a Sell on or after 09/16.
OTCPortfolio has a price of 15.15, a sell price 15.91, a rank of 07, and is a Sell.
Please verify your purchase date before you sell so you do not violalate the STUPID fidelity 30 rule.
My investment changes this weekend:
IRA #1 – none
IRA #2 – Sell OTCPortfolio and 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).
19.88 01-24 FSAGX 34.11 SGold NO
19.59 02-14 FSEAX 60.52 EmergingAsia NO
18.46 03-05 FSAVX 40.99 SAutomotive NO
18.30 04-08 FTEKX 14.58 DisruptiveTechnology NO
18.16 05-22 FBGRX 138.71 BlueChipGrowth NO
17.38 06-09 FSPTX 25.78 STechnology NO
15.46 07-26 FOCPX 15.15 OTCPortfolio NO
15.35 08-19 FHKCX 49.15 ChinaRegion NO
15.00 09-15 FSRPX 20.91 SRetailing NO
13.97 10-05 FSCPX 57.72 SConsumerDiscretionary NO
13.87 11-10 FTRNX 133.71 Trend NO
13.24 12-01 FBOTX 13.79 DisruptiveAutomation NO
13.20 13-22 FIFNX 14.85 Founders NO
12.62 14-17 FDSVX 47.51 GrowthDiscovery NO
12.58 15-15 FNCMX 136.98 NasdaqCompositeIndex NO
12.52 16-17 FTQGX 31.21 FocusedStock NO
12.36 17-01 FSHOX 66.42 SConstructionandHousing NO
12.35 18-01 FPBFX 38.74 PacificBasin NO
12.31 19-02 FEMKX 39.03 EmergingMarkets NO
12.14 20-14 FCNTX 16.36 Contrafund NO
Last Week
24.28 01-07 FTEKX 15.17 DisruptiveTechnology NO
22.92 02-21 FBGRX 149.01 BlueChipGrowth NO
22.71 03-13 FSEAX 61.46 EmergingAsia NO
22.00 04-08 FSPTX 26.55 STechnology NO
21.11 05-04 FSAVX 41.50 SAutomotive NO
20.82 06-21 FIFNX 15.74 Founders NO
20.73 07-26 FOCPX 16.75 OTCPortfolio NO
19.65 08-23 FSAGX 33.69 SGold NO
18.70 09-09 FTRNX 138.37 Trend NO
18.13 10-14 FNCMX 142.79 NasdaqCompositeIndex NO
17.96 11-18 FHKCX 49.86 ChinaRegion NO
17.69 12-14 FSRPX 21.23 SRetailing NO
16.91 13-12 FLGEX 26.73 LargeCapGrowthEnhancedIndex NO
16.52 14-12 FCNTX 16.89 Contrafund NO
16.33 15-16 FDSVX 48.75 GrowthDiscovery NO
16.14 16-04 FSCPX 58.39 SConsumerDiscretionary NO
16.09 17-03 FSCSX 24.97 SSoftware&ITServices NO
16.02 18-16 FTQGX 31.97 FocusedStock NO
14.28 19-01 FEMKX 39.46 EmergingMarkets NO
14.26 20-05 FWWFX 33.07 Worldwide 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% – Cash(14Sep20) from OTCPortfolio(FOCPX)(31Aug20) verify purchase date
20% – SEnergyServices(FSESX)(17Aug20) from Cash(20Mar20)
20% – BlueChipGrowth(FBGRX)(01Jun20) from Cash(23Mar20)
20% – EmergingAsia(FSEAX)(13Jul20) from Cash(03Feb20)
20% – Cash(14Sep20) from DisruptiveTechnology(FTEKX)(10Aug20)
Mar20 1m-3% 3m-7% 6m-0% 12m+0% 24m-4%