A good week, not a sell week, not a buy week. The sum of all the deviations has been 248, 150, and now 318 – definitely not up two weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 00, 07, and now 04.
All in all it was not a bad week. Now if we can get one more week, I should buy something.
There is another interesting podcast I’ve found. Charting Wealth provides a daily update on the market technical status based on candlestick analysis. I’ve not watched any of their YouTube education yet, but maybe after tax season.
Wealthrack on 13Apr presented a discussion by Matt Hougan on why cryptocurrencies may be the next big thing. There are 4 blockchain etfs – BLOK, BLCN, LEGR, and KOIN. The SEC is about to decide if it will allow a real bitcoin etf.
IRA#1
Cash
IRA#2
Cash
My mutual fund portfolio changes this weekend:
IRA #1 – None
IRA #2 – None
My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 00% invested
IRA #2 – 00% 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:
8.25 01-01 FSELX 111.77 SSemiconductors
8.20 02-12 FSDAX 174.43 SDefense&Aerospace
7.93 03-10 FSDCX 36.78 SCommunicationsEquipment
7.38 04-01 FSENX 44.89 SEnergy
7.32 05-04 FSCOX 20.30 InternationalSmallCapOpportunities
7.29 06-09 FCPGX 26.61 SmallCapGrowth
6.94 07-14 FBSOX 57.12 SITServices
6.80 08-11 FSPTX 172.77 STechnology
6.64 09-22 FSRPX 137.77 SRetailing
6.57 10-02 FFGCX 13.38 GlobalCommodityStock
6.12 11-12 FSCSX 171.62 SSoftware&ITServices
5.37 12-04 FEDDX 15.93 EmergingMarketsDiscovery
5.36 13-02 FIREX 11.86 InternationalRealEstate Yes
5.35 14-04 FCONX 10.01 ConservativeIncomeBond
5.31 15-01 FDCPX 91.98 SComputers
5.23 16-18 FHKCX 36.81 ChinaReqion
4.95 17-01 FBGRX 91.30 BlueChipGrowth
4.88 18-01 FOCPX 114.51 OTCPortfolio
4.85 19-01 FTQGX 23.69 FocusedStock
4.64 20-02 FISMX 30.27 InternationalSmallCap
last week:
7.35 01-11 FSDAX 177.38 SDefense&Aerospace
6.53 02-21 FSRPX 137.15 SRetailing
6.40 03-03 FSCOX 20.05 InternationalSmallCapOpportunities
5.85 04-03 FCONX 10.03 ConservativeIncomeBond
5.40 05-03 FEDDX 15.89 EmergingMarketsDiscovery
5.36 06-02 FJSCX 19.19 JapanSmallerCompanies
5.16 07-16 FEMEX 10.57 EmergingEuropeMiddleEastAfrica
4.87 08-13 FBSOX 56.70 SITServices
4.83 09-08 FCPGX 25.90 SmallCapGrowth
4.15 10-09 FSDCX 37.61 SCommunicationsEquipment
4.14 11-01 FIREX 11.69 InternationalRealEstate Yes
3.93 12-03 FLATX 26.76 LatinAmerica
3.86 13-01 FSCPX 41.74 SConsumerDiscretionary
3.72 14-10 FSPTX 184.88 STechnology
3.68 15-17 FHKCX 36.17 ChinaReqion
3.55 16-01 FISMX 29.88 InternationalSmallCap
3.46 17-11 FSCSX 170.04 SSoftware&ITServices
3.35 18-02 FJPNX 15.61 Japan
3.11 19-01 FFGCX 12.90 GlobalCommodityStock
2.91 20-02 FSLBX 77.41 SBrokerageandInvestmentManagement
IRA#1 is currently invested in:
100% – CashReserves(FDRXX)(12Feb18) from SSemiconductors(FSELX)(26Dec17)
Feb18 1m-6% 3m-1% 6m+7% 12m+13% 24m+53% 36m+13% 60m+79% 120m+11%
Jan18 1m+6% 3m+5% 6m+18% 12m+24% 24m+63% 36m+27% 60m+89% 120m+18%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – CashReserves(FDRXX)(02Apr18) from EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
20% – CashReserves(FDRXX)(26Mar18) from SRetailing(FSRPX)(16Jan18)
20% – CashReserves(FDRXX)(05Mar18) from SBrokerageandInvestmentManagement(FSLBX)(22Jan18)
20% – CashReserves(FDRXX)(12Feb18) from EmergingMarketsIndex – InvC(FPEMX)(24Jul17)
20% – CashReserves(FDRXX)(12Feb18) from SSemiconductors(FSELX)(26Dec17)
20% – EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18) from CashReserves(FDRXX)
Feb18 1m-4% 3m-1% 6m+3% 12m+6% 24m+28% 36m+17% 60m+29% 120m+39%
Jan18 1m+3% 3m+4% 6m+9% 12m+15% 24m+33% 36m+26% 60m+36% 120m+44%
Average annual return since 1/82 11%