This has not been a great week. Generally down. This is the final weekend of filing your 1040 taxes if you had an extension. It is a busy weekend.
An interesting ETF of the week featured on Chuck Jaffe’s MoneyLife show was GLD. Tom Lydon of ETFTrends said that GLD (a gold ETF) had fallen below its long term trend line and it is probably a good trade to catch a short term up trend. The Fidelity gold fund I follow is Select Gold (FSAGX) and ranks 119 of 120 on my best funds list.
IBD TBP’s Market Pulse is “Uptrend Under Pressure” as of 11Oct. Not a time to invest.
My current investments:
IRA#1 and IRA#2
SMedicalEquipment&Sytems has a price of 42.00, a sell price of 41.36, a rank of 11, and is a hold. (ETF – IHI current stoploss 136.18)
IRA#2
SSemiconductors has a price of 89.55, a sell price 88.45, a rank of 01, and is a hold. ( ETF – SMH – current stoploss 64.75)
SNaturalGas has a price of 27.23, a sell price 25.87, a rank of 06, and is a hold. (ETF – PSCE – current stoploss 17.58)
SComputers has a price of 76.32, a sell price 73.98, a rank of 07, and is a hold. (ETF – SOXX – current stoploss 105.48)
SEnergyService has a price of 49.13, a sell price 46.67, a rank of 08, and is a nold. (ETF – XES – current stoploss 18.54)
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:
11.97 01-15 FSELX 89.55 SSemiconductors
10.31 02-03 FSNGX 27.24 SNaturalGas
10.24 03-17 FLATX 21.89 LatinAmerica Yes
8.77 04-03 FSENX 44.27 SEnergy
7.85 05-13 FSPTX 132.74 STechnology
7.66 06-03 FNARX 29.37 SNaturalResources
7.29 07-11 FDCPX 76.32 SComputers
7.01 08-02 FSESX 49.13 SEnergyService Yes
6.28 09-13 FSCSX 133.39 SSoftware&ITServices
6.10 10-18 FTEMX 11.26 TotalEmergingMarkets
6.08 11-27 FSMEX 42.00 SMedicalEquipment&Systems
5.12 12-01 FJSCX 15.26 JapanSmallerCompanies
4.96 13-13 FOCPX 85.62 OTCPortfolio
4.87 14-01 FSRFX 81.27 STransportation
4.79 15-01 FSPCX 71.70 SInsurance
4.74 16-06 FISMX 24.36 InternationalSmallCap
4.49 17-06 FPBFX 28.89 PacificBasin
4.27 18-02 FJPNX 12.41 Japan
4.19 19-13 FSDCX 30.68 SCommunicationsEquipment
4.14 20-03 FNCMX 68.89 NasdaqCompositeIndex
Last week
17.15 01-14 FSELX 93.10 SSemiconductors
10.87 02-02 FSNGX 27.23 SNaturalGas Yes
10.29 03-12 FSPTX 135.18 STechnology
10.07 04-12 FSDCX 32.34 SCommunicationsEquipment
9.89 05-10 FDCPX 77.87 SComputers
9.77 06-16 FLATX 21.68 LatinAmerica
9.55 07-02 FSENX 44.38 SEnergy
8.93 08-26 FSMEX 42.99 SMedicalEquipment&Systems
8.24 09-17 FTEMX 11.45 TotalEmergingMarkets
8.13 10-02 FNARX 29.38 SNaturalResources
7.85 11-12 FSCSX 134.91 SSoftware&ITServices
6.70 12-01 FSESX 48.81 SEnergyService Yes
6.57 13-01 FSRBX 26.09 SBanking
6.39 14-12 FOCPX 86.56 OTCPortfolio
6.34 15-05 FISMX 24.67 InternationalSmallCap
6.33 16-05 FPBFX 29.33 PacificBasin
6.10 17-01 FSLBX 61.36 SBrokerageandInvestmentManagement
6.09 18-01 FEMKX 24.64 EmergingMarkets
5.96 19-02 FNCMX 69.94 NasdaqCompositeIndex
5.69 20-04 FJPNX 12.55 Japan
IRA#1 is currently invested in:
100% – SMedicalEquipment&Systems(FSMEX)(31May16) from CashReserves(FDRXX)
Aug16 1m+1% 3m+14% 6m+31% 12m+22% 24m+7% 36m+29% 60m51% 120m+9%
Jul16 1m-6% 3m-7% 6m+16% 12m-10% 24-1% 36m+13% 60m+8% 120m-2%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – SEnergyService(FSESX)(10Oct16) from CashReserves(FDRXX)
20% – SComputers(FDCPX)(03Oct16) from CashReserves(FDRXX)
20% – SNaturalGas(FSNGX)(22Aug16) from CashReserves(FDRXX)
20% – SSemiconductors(FSELX)(08Aug16) from CashReserves(FDRXX)
20% – SMedicalEquipment&Systems(FSMEX)(31May16) from CashReserves(FDRXX)
Aug16 1m-2% 3m+8% 6m+13% 12m+6% 24m+6% 36m+9% 60m+18% 120m+22%
Jul16 1m-6% 3m-1% 6m+4% 12m-9% 24m-1% 36m-9% 60m+2% 120m+14%
Average annual return since 1/82 11%