A down week, not a buy week. The sum of all the deviations has been 439, 441, and now 392 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 19, 23, and now 13.
After Friday’s market results I was surprised my weekly numbers were not worse. We are soon to be in September, the worst month of the year – on average.
Last week I listed 6 stocks Tracey Ryniec mentioned on a podcast. After one week they are up HCA 3.0%, M 5.1%, PCMI 3.6%, EVTC 2.9%, OFG -2.0%, and FBC 0.15%. If all 6 has been purchase in equal amounts the gain of the portfolio was 2.1%.
During the week the daily Vertical Research Advisory podcast reported that their goal for the year end is 30,000 and even higher in future years. That will be an 18% increase.
IRA#1
SRetailing has a price of 15.99, a sell price 15.19, a rank of 01, and is a hold. (ETF – XRT, PEZ)
IRA#2
SITServices has a price of 63.90 a sell price 61.24, a rank of 05, and is a hold. (ETF – XWEB – stopped out 28Jun, XITK – stopped out on 27Jun)
SRetailing has a price of 15.99, a sell price 15.19, a rank of 01, and is a hold. (ETF – XRT, PEZ)
SSoftware&ITServices has a price of 19.49, a sell price 18.64, a rank of 03, and is a hold. (ETF – ARKW & FDN – stopped out on 30Jul)
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 – 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:
11.79 01-39 FSRPX 15.99 SRetailing
10.82 02-09 FSHCX 100.23 SHealthCareServices Yes
10.26 03-29 FSCSX 19.49 SSoftware&ITServices
9.88 04-29 FCPGX 29.59 SmallCapGrowth Yes
9.60 05-31 FBSOX 63.90 SITServices
9.31 06-18 FOCPX 12.91 OTCPortfolio Yes
9.03 07-18 FBGRX 102.45 BlueChipGrowth Yes
8.60 08-09 FSPHX 25.81 SHealthCare
8.27 09-18 FTQGX 26.34 FocusedStock
8.03 10-03 FSMEX 52.10 SMedicalTechnologyandDevices
7.91 11-05 FSUIX 15.00 LargeCapGrowthIndex – Inv
7.86 12-09 FNCMX 103.36 NasdaqCompositeIndex Yes
7.70 13-10 FSCPX 46.31 SConsumerDiscretionary
7.36 14-05 FDSVX 36.23 Growth Discovery
7.34 15-05 FCNTX 13.73 Contrafund
7.28 16-02 FLGEX 20.93 LargeCapGrowthEnhancedIndex Yes
7.10 17-01 FTRNX 109.96 Trend
6.98 18-02 FSRFX 103.35 STransportation
6.78 19-02 FDCPX 98.37 SComputers
6.75 20-09 FBMPX 78.80 SMultimedia
Last Week
10.59 01-38 FSRPX 15.72 SRetailing
10.45 02-08 FSHCX 99.32 SHealthCareServices Yes
9.84 03-28 FSCSX 19.31 SSoftware&ITServices
9.23 04-30 FBSOX 63.36 SITServices
8.83 05-17 FOCPX 12.79 OTCPortfolio
8.77 06-08 FSPHX 257.28 SHealthCare
8.63 07-17 FBGRX 101.59 BlueChipGrowth
8.45 08-01 FRXIX 15.94 RealEstateIndex – Inv
8.33 09-28 FCPGX 29.02 SmallCapGrowth
8.23 10-02 FSMEX 51.98 SMedicalTechnologyandDevices Yes
8.00 11-04 FSUIX 14.95 LargeCapGrowthIndex – Inv
7.86 12-08 FNCMX 102.93 NasdaqCompositeIndex
7.83 13-17 FTQGX 26.12 FocusedStock
7.47 14-04 FDSVX 37.21 Growth Discovery
7.25 15-01 FSRFX 103.23 STransportation Yes
7.23 16-08 FBMPX 78.88 SMultimedia
7.18 17-01 FLGEX 20.83 LargeCapGrowthEnhancedIndex
7.16 18-09 FSCPX 45.89 SConsumerDiscretionary
7.06 19-01 FDCPX 98.28 SComputers
7.04 20-04 FCNTX 136.37 Contrafund
IRA#1 is currently invested in:
100% – SRetailing(FSRPX)(16Jul18) from CashReserves(FDRXX)(18Jun18)
Jun18 1m-3% 3m+0% 6m-0% 12m+17% 24m+25% 36m+13% 60m+55% 120m-2%
May18 1m+2% 3m+3% 6m+2% 12m+18% 24m+36% 36m+10% 60m+59% 120m+4%
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)
Jun18 1m-0% 3m+1% 6m-1% 12m+6% 24m+16% 36m+11% 60m+25% 120m+25%
May18 1m+1% 3m+1% 6m-1% 12m+4% 24m+23% 36m+11% 60m+23% 120m+40%
Average annual return since 1/82 11%