A good, good week, time to buy. The sum of all the deviations has been 798, 1047, and now 1169.
The number of funds I rate as a buy over the last 3 weeks has been 29, 30, and now 92.
I do not remember a time when 92 of the 100 funds I follow were rated as buy.
On Wednesday’s Zacks Market Edge, Tracey Ryniec discussed Warren Buffett, and Sir John Templeton, and announced you can get a 30 day trail at all of Zacks portfolios for $1. The value investing portfolio (including weekly report), growth portfolio, ETF portfolio, income portfolio, stocks under $10 portfolio. Go to Zacks.com/value to sign up.
IRA#1 and IRS#2
SSemiconductors has a price of 116.69, a sell price 110.86, and a rank of 05, and is a hold. (ETF – ARKW)
IRA#2
EmergingMarketsIndex – InvC has a price of 11.85, a sell price 11.26, and a rank of 10, and is a hold. (ETF – EEMO)
SRetailing has a price of 141.66, a sell price TBD, a rank of 01, and is a buy. (ETF – RTH) (My ETF RTH order is in at Fidelity, so I know the symbol is correct.)
My mutual fund portfolio changes this weekend:
IRA #1 – None
IRA #2 – Invest 20% in SRetailing
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 last 2 weeks).
This week:
18.87 01-09 FSRPX 141.66 SRetailing Yes
18.12 02-04 FSENX 47.58 SEnergy Yes
17.15 03-14 FFGCX 14.02 GlobalCommodityStock Yes
17.00 04-05 FHKCX 38.20 ChinaReqion Yes
16.77 05-07 FSRFX 110.75 STransportation Yes
16.59 06-01 FSESX 51.42 SEnergyService Yes
16.41 07-07 FSLBX 86.70 SBrokerageandInvestmentManagement Yes
16.18 08-01 FSDAX 177.13 SDefense&Aerospace Yes
15.49 09-01 FSAIX 89.03 SAirTransportation Yes
14.99 10-01 FSVLX 16.95 SConsumerFinance Yes
14.56 11-04 FEMEX 10.70 EmergingEuropeMiddleEastAfrica Yes
14.20 12-04 FSEAX 46.91 EmergingAsia Yes
14.10 13-02 FBSOX 57.52 SITServices Yes
14.09 14-02 FTQGX 24.22 FocusedStock Yes
13.90 15-01 FSCPX 43.85 SConsumerDiscretionary Yes
13.89 16-16 FSELX 116.21 SSemiconductors
13.87 17-03 FPEMX 11.94 EmergingMarketsIndex – InvC Yes
13.85 18-02 FSPTX 189.93 STechnology Yes
13.83 19-02 FSCHX 188.11 SChemicals Yes
13.78 20-01 FCYIX 38.60 SIndustrials Yes
Last week corrected
16.45 01-04 FHKCX 37.68 ChinaReqion
16.43 02-08 FSRPX 137.38 SRetailing
15.98 03-03 FSENX 46.27 SEnergy Yes
15.27 04-13 FFGCX 13.67 GlobalCommodityStock Yes
15.21 05-15 FSELX 116.69 SSemiconductors
14.47 06-03 FEMEX 10.61 EmergingEuropeMiddleEastAfrica Yes
14.13 07-03 FSEAX 46.53 EmergingAsia Yes
13.92 08-06 FSVLX 16.66 SConsumerFinance
13.87 09-06 FSRFX 107.04 STransportation
13.84 10-02 FPEMX 11.85 EmergingMarketsIndex – InvC Yes
13.76 11-02 FEMKX 33.90 EmergingMarkets Yes
13.34 12-01 FSPTX 187.71 STechnology
13.31 13-01 FSCSX 172.86 SSoftware&ITServices
13.26 14-13 FPBFX 36.38 PacificBasin Yes
13.17 15-01 FBSOX 56.63 SITServices
13.07 16-01 FSCHX 185.48 SChemicals
13.06 17-06 FSLBX 83.48 SBrokerageandInvestmentManagement
12.64 18-01 FLGEX 19.56 LargeCapGrowthEnhancedIndex
12.57 19-01 FSDPX 94.55 SMaterials Yes
12.43 20-01 FTQGX 23.69 FocusedStock
IRA#1 is currently invested in:
100% – SSemiconductors(FSELX)(26Dec17) from CashReserves(FDRXX)
Nov17 1m+0% 3m+9% 6m+16% 12m+26% 24m+45% 36m+32% 60m+97% 120m-8%
Oct17 1m+7% 3m+12% 6m+22% 12m27% 24m+39% 36m+34% 60m+102% 120m-21%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – SSemiconductors(FSELX)(26Dec17) from CashReserves(FDRXX)
20% – SRetailing(FSRPX)(16Jan18) from CashReserves(FDRXX)
20% – CashReserves(FDRXX)(11Dec17) STechnology(FSPTX)(01May17)
20% – CashReserves(FDRXX)(11Dec17) ChinaRegion(FHKCX)(16Oct17)
20% – EmergingMarketsIndex – IC(FPEMX)(24Jul17) from CashResrves(FDRXX)
Nov17 1m+1% 3m+4% 6m+5% 12m+16% 24m+21% 36m+23% 60m+35% 120m+33%
Oct17 1m+3% 3m+5% 6m+8% 12m17% 24m+19% 36m+26% 60m+32% 120m+31%
Average annual return since 1/82 11%