Each Thursday on Chuck Jaffee’s The MoneyLife Radio Program podcast a segment by Tom Lydon of ETF Trends is featured. Mr. Lydon presents the ETF of the week. On 11 Aug he featured LMHI, Legg Mason International Low Volatility High Income ETF. It is a new ETF which Mr Lydon thinks has a good future.
Doug Fabian in his 12Aug podcast indicates the next 10 weeks are generally an extremely volatile time in the market. He does not agree with all the experts who claim you should sell everything but says you should be watching your investments carefully. He uses the 200 day moving average of the S&P500 to determine when to sell.
IBD TBP’s Market Pulse is “Confirmed Uptrend”. Time to invest. Thursday the DJIA, S&P500, and the Nasdaq all closed at an all time high. The last time that appeared was December of 1999 – the following year was not a good year.
My current investments:
IRA#1 and IRA#2
SMedicalEquipment&Sytems has a price of 43.12, a sell price of 40.96, a rank of 03, and is a hold. (ETF – IHI current stoploss 135.25)
IRA#2
RealEstatePortfolio has a price of 46.34, a sell price 44.98, a rank of 11, and is a hold. (ETF – REZ current stoploss 64.66)
SGold has a price of 28.12, a sell price 26.71, a rank of 01, and is a hold. (ETF – GLDX I was stopped out of this again)
LatinAmerica has a price of 21.82, a sell price 20.73, a rank of 02, and is a hold. (ETF – BRF current stoploss 16.66)
SElectronics has a price of 84.87, a sell price 80.63, a rank of 04, and is a hold. ( ETF – SMH Current stoploss 60.19).
My portfolio changes this weekend:
IRA #1 – None
IRA #2 – None
My 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:
32.52 01-28 FSAGX 28.12 SGold
14.98 02-08 FLATX 21.82 LatinAmerica Yes
14.41 03-18 FSMEX 43.12 SMedicalEquipment&Systems
13.90 04-06 FSELX 84.87 SElectronics
11.98 05-07 FEMEX 8.37 EmergingEMEA
11.15 06-04 FOCPX 87.60 OTCPortfolio Yes
11.07 07-04 FSPTX 130.42 STechnology Yes
10.83 08-07 FTEMX 11.30 TotalEmergingMarkets Yes
10.39 09-04 FSCSX 133.13 SSoftware&ITServices
9.74 10-08 FPBFX 29.43 PacificBasin
9.03 11-15 FRESX 46.34 RealEstateInvestmentPortfolio
9.03 12-03 FEMKX 24.64 EmergingMarkets Yes
8.81 13-01 FNARX 28.62 SNaturalResources Yes
8.44 14-04 FCPGX 20.15 SmallCapGrowth
8.31 15-04 FSDCX 30.69 SCommunicationsEquipment
8.20 16-30 FSTCX 71.80 STelecommunications
8.19 17-01 FSNGX 25.67 SNaturalGas Yes
8.09 18-01 FSENX 42.34 SEnergy Yes
7.94 19-02 FDCPX 73.69 SComputers
7.53 20-03 FSRPX 112.17 SRetailing Yes
Last week
31.48 01-27 FSAGX 27.42 SGold
14.40 02-17 FSMEX 42.79 SMedicalEquipment&Systems
14.19 03-07 FLATX 21.50 LatinAmerica
14.09 04-05 FSELX 84.39 SElectronics Yes
11.73 05-03 FCPGX 20.67 SmallCapGrowth Yes
10.57 06-03 FOCPX 86.63 OTCPortfolio Yes
10.49 07-03 FSPTX 128.98 STechnology Yes
10.46 08-03 FSCSX 132.48 SSoftware&ITServices Yes
9.74 09-14 FRESX 46.42 RealEstateInvestmentPortfolio
9.19 10-06 FEMEX 8.11 EmergingEMEA
9.00 11-06 FTEMX 11.05 TotalEmergingMarkets Yes
8.43 12-29 FSTCX 71.64 STelecommunications
8.32 13-03 FSDCX 30.56 SCommunicationsEquipment Yes
8.10 14-01 FDCPX 73.49 SComputers Yes
8.02 15-07 FPBFX 28.82 PacificBasin
7.67 16-01 FSDAX 124.68 SDefense&Aerospace Yes
7.52 17-01 FNCMX 68.87 NasdaqCompositeIndex Yes
7.51 18-02 FEMKX 24.18 EmergingMarkets Yes
7.43 19-01 FCPEX 12.63 SmallCapEnchancedIndex
7.18 20-02 FSRPX 111.36 SRetailing Yes
IRA#1 is currently invested in:
100% – SMedicalEquipment&Systems(FSMEX)(31May16) from CashReserves(FDRXX)
Jun16 1m+6% 3m+22% 6m+16% 12m-10% 24m+2% 36m+23% 60m+12% 120m-2%
May16 1m-7% 3m+16% 6m+8% 12m-19% 24m+2% 36m+17% 60m+6% 120m-12%
Average annual return since 1/82 11%
IRA#2 is currently invested in:)
20% – LatinAmreica(FLATX)(25Jul16) from JapanSmallerCompaneis(FJSCX)
20% – SGold(FSAGX)(13Jun16) from CashReserves(FDRXX)
20% – SMedicalEquipment&Systems(FSMEX)(31May16) from CashReserves(FDRXX)
20% – RealEstateInvestmentPortfolio(FRESX)(21Mar16) from CashReserves(FDRXX)
20% – Telecom&Utilities(FIUIX)(14Mar16) from CashReserves(FDRXX)
Jun16 1m+6% 3m+9% 6m+5% 12m-1% 24m+2% 36m+8% 60m+8% 120m+21%
May16 1m-1% 3m+4% 6m-3% 12m-9% 24m-3% 36m-0% 60m-2% 120m+13%
Average annual return since 1/82 11%