This website was down the last few days of last week. My IT staff fixed it Sunday.
A very good week, a buy week. The sum of all the deviations has been 271, 384, and now 472 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 05, 06, and now 71.
Sure hope the market contiues up.
Consuela Mack’s show, Wealthtrack, featured David and Tom Gardner who started Motley Fool 25 years ago. David’s latest stock pick is AMGEN and Tom’s latest pick is SFIX. Since 2002 David’s growth oriented stock picks are up 600+% and Tom’s value o Tom’s latest pick is SFIX. Since 2002 David’s growth oriented stock picks are up 600+% and Tom’s value oriented stock picks are up 160%+.
IRA#1
SRetailing has a price of 15.86, a sell price 15.07, a rank of 01, and is a hold. (ETF – XRT, PEZ)
IRA#2
SITServices has a price of 64.31, a sell price 61.09, a rank of 03, and is a hold. (ETF – XWEB – stopped out 28Jun, XITK – stopped out on 27Jun)
SRetailing has a price of 15.86, a sell price 15.07, a rank of 01, and is a hold. (ETF – XRT, PEZ)
SSoftware&ITServices has a price of 19.58, a sell price TBD, a rank of 2, and is a hold. (ETF – ARKW, FDN)
My mutual fund portfolio changes this weekend:
IRA #1 – Purchase SRetailing
IRA #2 – Purchase SSoftware&ITServices
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:
13.65 01-35 FSRPX 15.86 SRetailing Yes
13.37 02-25 FSCSX 19.58 SSoftware&ITServices Yes
12.75 03-27 FBSOX 64.31 SITServices Yes
10.96 04-11 FOCPX 12.85 OTCPortfolio Yes
10.75 05-14 FBGRX 102.09 BlueChipGrowth Yes
10.32 06-25 FCPGX 29.15 SmallCapGrowth Yes
10.31 07-14 FTQGX 26.34 FocusedStock Yes
10.17 08-05 FBMPX 80.08 SMultimedia Yes
9.88 09-05 FSPHX 256.39 SHealthCare Yes
9.65 10-05 FSHCX 97.22 SHealthCareServices Yes
9.43 11-06 FSCPX 46.29 SConsumerDiscretionary Yes
9.42 12-05 FNCMX 103.11 NasdaqCompositeIndex Yes
9.34 13-24 FSPTX 187.03 STechnology Yes
9.08 14-01 FCNTX 137.27 Contrafund Yes
8.95 15-02 FBIOX 242.61 SBiotechnology
8.94 16-01 FSUIX 14.89 LargeCapGrowthIndex – Inv Yes
8.67 17-01 FDSVX 37.15 Growth Discovery Yes
8.60 18-01 FTRNX 109.82 Trend Yes
8.45 19-04 FRXIX 15.77 RealEstateIndex – Inv
7.99 20-10 FSSPX 22.32 SmallCapIndex – IC
Last Week
12.38 01-34 FSRPX 15.57 SRetailing
10.61 02-24 FSCSX 18.97 SSoftware&ITServices
10.43 03-26 FBSOX 62.56 SITServices
10.20 04-24 FCPGX 28.96 SmallCapGrowth
9.90 05-03 FRXIX 15.91 RealEstateIndex – Inv Yes
9.33 06-13 FBGRX 100.21 BlueChipGrowth
9.17 07-10 FOCPX 12.57 OTCPortfolio
9.08 08-04 FSPHX 253.19 SHealthCare
9.05 09-01 FBIOX 241.69 SBiotechnology
8.89 10-09 FSSPX 22.41 SmallCapIndex – IC
8.59 11-04 FBMPX 78.51 SMultimedia
8.34 12-13 FTQGX 25.73 FocusedStock
8.03 13-07 FNCMX 101.30 NasdaqCompositeIndex
7.81 14-04 FSHCX 95.10 SHealthCareServices
7.65 15-03 FSENX 47.78 SEnergy
7.57 15-05 FSCPX 45.28 SConsumerDiscretionary
7.57 17-01 FCPEX 14.87 SmallCapEnhancedIndex
7.51 18-01 FSMEX 50.84 SMedicalTechnologyandDevices
7.24 19-01 FSEMX 67.41 ExtendedMarketIndex – IC
7.23 20-23 FSPTX 182.51 STechnology
IRA#1 is currently invested in:
100% – SRetailing(FSRPX)(16Jul18) from CashReserves(FDRXX)(18Jun18)
May18 1m+2% 3m+3% 6m+2% 12m+18% 24m+36% 36m+10% 60m+59% 120m+4%
Apr18 1m+1% 3m-5% 6m-0% 12m+21% 24m+25% 36m+9% 60m+43% 120m+7%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – SSoftware&ITServices(FSCSX)(16Jul18) from CashReserves(FDRXX)(05Mar18)
20% – CashReserves(FDRXX)(18Jun18) from SEnergy(FSENX)(13Apr18)
20% – SRetailing(FSRPX)(11Jun18) from CashReserves(FDRXX)(05Mar18)
20% – SITServices(FBSOX)(14May18) from CashReserves(FDRXX)(12Feb18)
20% – CashReserves(FDRXX)(02Apr18) from EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
20% – CashReserves(FDRXX)(26Mar18) from SRetailing(FSRPX)(16Jan18)
May18 1m+1% 3m+1% 6m-1% 12m+4% 24m+23% 36m+11% 60m+23% 120m+37%
Apr18 1m+0% 3m-4% 6m-0% 12m+7% 24m+22% 36m+15% 60m+24% 120m+36%
Average annual return since 1/82 11%