It was a good week.
An interesting way to save a little taxes in the future was presented in Kiplinger. Take a look at it, it may help you.
http://www.kiplinger.com/article/retirement/T046-C032-S014-how-to-save-big-on-taxes-in-the-goldilocks-zone.html
I stumbled upon another podcast this last week. macrovoices.com is the website which contains the podcast and also a text of the interview. The 09Feb16 a detailed interview with Jim Rogers was presented. If you listen to the podcast, the interview starts at 12 minutes into the presentation. The text presents just the interview without the other market information.
“The DecisionPoint Report” from Stockcharts.com: (https://stockcharts.com/webinars/archives/)
On Friday, 10Feb, the short term outlook is neutral to bearish, intermediate term outlook is bullish, long term outlook bullish.
On Friday, 17Feb, the short term outlook is bearish, intermediate term outlook is bullish, long term outlook bullish.
The report did note that the value of the dollar may have peaked.
My S&P500 is in RSP (SPY EW) which has a price of 90.90, 50 day MA of 88.31, a 200 day MA of 83.52, and a 7% stop loss is 84.58. This is not an investment to buy and hold.
IBD TBP’s Market Pulse is “Confirmed Uptrend” as of 08Dec. Time to invest. I am fully invested so will buy nothing, but will switch an investment when one I own crosses a sell price.
My current investments:
IRA#1 and IRA#2
SBanking has a price of 33.76, a sell price 32.07, a rank of 02, and is a hold. (ETF – KRE- current stoploss 53.89)
IRA#2
SSemiconductors has a price of 101.60, a sell price 96.52, a rank of 05, and is a hold. ( ETF – SMH – current stoploss 71.43)
STransportation has a price of 92.08, a sell price 89.59, a rank of 15, and is a hold. (ETF – XTN – current stoploss 52.76)
SBiotechnology has a price of 200.37, a sell price 190.35, a rank of 01, and is a hold. (ETF – XBI – current stoploss 64.59)
SComputers has a price of 81.99, a sell price 77.89, a rank of of 06, and is a Hold (ETF – PSI- current stoploss 36.95)
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:
19.50 01-08 FBIOX 200.37 SBiotechnology Yes
17.92 02-18 FSRBX 33.76 SBanking
14.80 03-15 FARNX 14.06 EventDrivenOpportunities
14.75 04-03 FSAGX 22.90 SGold
13.98 05-33 FSELX 101.60 SSemiconductors
13.46 06-05 FDCPX 81.99 SComputers Yes
13.20 07-15 FSLBX 71.85 SBrokerageandInvestmentManagement
12.96 08-15 FIDSX 103.23 SFinancialServices
12.88 09-05 FSCHX 161.41 SChemicals
12.80 10-04 FSPTX 147.19 STechnology Yes
12.17 11-02 FOCPX 93.18 OTCPortfolio Yes
10.93 12-16 FSRFX 93.69 STransportation Yes
10.88 13-15 FSHCX 87.52 SHealthCareServices
10.84 14-01 FSDAX 136.74 SDefense&Aerospace Yes
10.47 15-03 FSVLX 13.98 SConsumerFinance Yes
10.47 16-10 FCYIX 34.01 SIndustrials Yes
10.44 17-01 FNCMX 76.70 NasdaqCompositeIndex Yes
10.43 18-01 FCPGX 22.23 SmallCapGrowth Yes
10.11 19-14 FCPEX 14.51 SmallCapEnchancedIndex
9.98 20-02 FSLEX 23.88 SEnvironmental&AltEnergy Yes
Last week:
16.36 01-07 FBIOX 193.11 SBiotechnology Yes
15.90 02-02 FSAGX 22.95 SGold
15.59 03-17 FSRBX 32.78 SBanking
13.56 04-14 FARNX 13.80 EventDrivenOpportunities
12.72 05-04 FDCPX 80.88 SComputers Yes
11.72 06-03 FSPTX 144.80 STechnology Yes
11.49 07-32 FSELX 98.65 SSemiconductors
11.04 08-14 FSLBX 69.99 SBrokerageandInvestmentManagement
10.93 09-04 FSCHX 157.54 SChemicals
10.88 10-14 FIDSX 100.64 SFinancialServices
10.59 11-11 FSESX 56.09 SEnergyService
10.59 12-14 FSHCX 86.79 SHealthCareServices
9.86 13-13 FCPEX 14.40 SmallCapEnchancedIndex
9.68 14-01 FOCPX 90.53 OTCPortfolio
9.66 15-15 FSRFX 92.08 STransportation
9.26 16-02 FSVLX 13.75 SConsumerFinance Yes
9.13 17-06 FFGCX 11.84 GlobalCommodity Stock
8.89 18-09 FCYIX 33.34 SIndustrials
8.79 19-01 FSCSX 139.54 SSoftware&ITServices
8.71 20-01 FSLEX 23.48 SEnvironmental&AltEnergy
IRA#1 is currently invested in:
100% – SBanking(FSRBX)(21Nov16) from CashReserves(FDRXX)
Dec16 1m+6% 3m-1% 6m+7% 12m+24% 24m+14% 36m+14% 60m+65% 120m-6%
Nov16 1m+1% 3m-6% 6m+7% 12m+15% 24m+5% 36m+9% 60m+52% 120m-5%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – SComputers(FDCPX)(13Feb17) from SNaturalGas(FSNGX)
20% – SBiotechnology(FBIOX)(16Jan17) from SComputers(FDCPX)
20% – STransportation(FSRFX)(28Nov16) from CashReserves(FDRXX)
20% – SBanking(FSRBX)(21Nov16) from CashReserves(FDRXX)
20% – SSemiconductors(FSELX)(08Aug16) from CashReserves(FDRXX)
Dec16 1m+2% 3m-0% 6m+3% 12m+9% 24m+8% 36m+7% 60m+21% 120m+18%
Nov16 1m+3% 3m-1% 6m+7% 12m+4% 24m+7% 36m+6% 60m+19% 120m+21%
Average annual return since 1/82 11%