Gary Kaltbaum has a web site, garyk.com, with various investment ideas and a daily radio show called Investors Edge. The show is live at 6pm each night on various radio stations and BizTalk app. It is available later on a podcast, on the BizTalk as a podcast, on twitter where a tweeter called Stoolander tweets the show without commercials (37 minutes), and on his web site garykaltbaum.com. He has always indicated without the financial sector (not doing well) and the semiconductor sector (doing well) the market will not do well. He indicated that if the S&P500, currently at 2139 and below its 50 day moving average, falls to 2119 the market could be in trouble. The 200 day average is 2058. The rule of thumb is good things MAY happen if the market is below the 50 day moving average and will NOT happen if the it falls below the 200 day moving average.
IBD TBP’s Market Pulse is “Uptrend Under Pressure” as of 09Sep. NOT a time to invest. I am surprised that it had not moved to market in correction.
My current investments:
IRA#1 and IRA#2
SMedicalEquipment&Sytems has a price of 42.81, a sell price of 41.02, a rank of 02, and is a hold. (ETF – IHI current stoploss 135.25)
IRA#2
LatinAmerica has a price of 20.67, a sell price 20.73, a rank of 12, and is a SELL. (ETF – BRF – stopped out on 9/13)
SElectronics has a price of 89.07, a sell price 84.62, a rank of 01, and is a hold. ( ETF – SMH – current stoploss 62.14)
SNaturalGas has a price of 25.08, a sell price 24.95, a rank of 36, and is a hold for now. (ETF – PSCE – stopped out on 9/13)
The problem with selling LatinAmerica which I am doing this weekend is that I have not owned it for 90 days and Fidelity will charge me a 1.5% fee since I have not held it for 90 days. I have no idea if it is going up or down in the future, but this last week it fell by 2.4%, the previous week it lost 1.9%.
My portfolio changes this weekend:
IRA #1 – None
IRA #2 – Sell LatinAmerica
My 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:
15.01 01-11 FSELX 89.07 SElectronics
10.22 02-23 FSMEX 42.81 SMedicalEquipment&Systems
9.82 03-09 FSPTX 132.35 STechnology
9.22 04-33 FSAGX 24.14 SGold
9.17 05-07 FDCPX 76.12 SComputers
8.14 06-09 FSCSX 133.48 SSoftware&ITServices
7.50 07-01 FBIOX 192.97 SBiotechnology Yes
7.41 08-09 FOCPX 86.36 OTCPortfolio
6.95 09-09 FSDCX 30.95 SCommunicationsEquipment
6.73 10-12 FTEMX 11.14 TotalEmergingMarkets
6.56 11-04 FSLBX 61.02 SBrokerageandInvestmentManagement
6.06 12-13 FLATX 20.67 LatinAmerica
6.03 13-01 FNCMX 69.27 NasdaqCompositeIndex
5.26 14-01 FCPGX 19.91 SmallCapGrowth
5.01 15-01 FSPHX 203.89 SHealthCare
4.97 16-02 FISMX 24.08 InternationalSmallCap
4.89 17-02 FPBFX 28.60 PacificBasin
4.65 18-08 FEMKX 24.05 EmergingMarkets
4.34 19-01 FCPEX 12.49 SmallCapEnchancedIndex
4.31 20-01 FWRLX 8.79 SWireless
Last week
12.26 01-32 FSAGX 24.69 SGold
10.45 02-10 FSELX 84.86 SElectronics
9.02 03-12 FLATX 21.18 LatinAmerica
8.82 04-22 FSMEX 42.04 SMedicalEquipment&Systems
8.46 05-11 FTEMX 11.28 TotalEmergingMarkets
7.94 06-05 FSENX 43.10 SEnergy
7.81 07-08 FSPTX 129.26 STechnology
7.67 08-08 FSCSX 132.33 SSoftware&ITServices
7.51 09-05 FSNGX 26.01 SNaturalGas
7.49 10-05 FNARX 28.81 SNaturalResources
6.72 11-03 FSLBX 60.90 SBrokerageandInvestmentManagement
6.44 12-08 FSDCX 30.69 SCommunicationsEquipment
6.08 13-01 FISMX 24.27 InternationalSmallCap
6.00 14-01 FSRBX 25.68 SBanking
5.94 15-06 FDCPX 73.51 SComputers
5.79 16-01 FEMEX 8.03 EmergingEMEA
5.57 17-01 FPBFX 28.71 PacificBasin
5.38 18-07 FEMKX 24.16 EmergingMarkets
5.26 19-01 FFGCX 10.69 GlobalCommodity Stock
6.94 20-01 FSCHX 147.15 SChemicals
IRA#1 is currently invested in:
100% – SMedicalEquipment&Systems(FSMEX)(31May16) from CashReserves(FDRXX)
Jul16 1m-6% 3m-7% 6m+16% 12m-10% 24-1% 36m+13% 60m+8% 120m-2%
Jun16 1m+6% 3m+22% 6m+16% 12m-10% 24m+2% 36m+23% 60m+12% 120m-2%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – CashReserves(FDRXX)(19Sep16) from LatinAmreica(FLATX)
20% – CashReserves(FDRXX)(29Aug16) from SGold(FSAGX)
20% – SMedicalEquipment&Systems(FSMEX)(31May16) from CashReserves(FDRXX)
20% – RealEstateInvestmentPortfolio(FRESX)(21Mar16) from CashReserves(FDRXX)
20% – Telecom&Utilities(FIUIX)(14Mar16) from CashReserves(FDRXX)
Jul16 1m-6% 3m-1% 6m+4% 12m-9% 24m-1% 36m-9% 60m+2% 120m+14%
Jun16 1m+6% 3m+9% 6m+5% 12m-1% 24m+2% 36m+8% 60m+8% 120m+21%
Average annual return since 1/82 11%