An ok week, not a buy week. The sum of all the deviations has been 384, 472, and now 454 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 06, 71, and now 20.
Sure hope the market resumes its up trend.
19 minutes and 40 seconds into this YouTube audio presentation is the start of the interview with Dr. Pippa Malmgren.
It is not about the market directly but more about the world of the future.
I find this interview extremely interesting and more than a little alarming about the future.
I strongly suggest you listen to it.
https://www.youtube.com/watch?v=VEJac8zt_ZM
Jim Rogers – 14Jun18 – from jimrogers.blogspot.com
“Well, I know that people are taught to diversify. But diversification is just that’s something that brokers came up with, so they don’t get sued,” Jim told me recently when I sat down to chat with him here in Singapore. Then he added, “If you want to get rich… You have to concentrate and focus.”
IRA#1
SRetailing has a price of 15.85, a sell price 15.07, a rank of 02, and is a hold. (ETF – XRT, PEZ)
IRA#2
SITServices has a price of 64.46, a sell price 61.24, a rank of 03, and is a hold. (ETF – XWEB – stopped out 28Jun, XITK – stopped out on 27Jun)
SRetailing has a price of 15.85, a sell price 15.07, a rank of 02, and is a hold. (ETF – XRT, PEZ)
SSoftware&ITServices has a price of 19.62, a sell price 18.64, a rank of 01, and is a hold. (ETF – ARKW, FDN)
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:
12.83 01-26 FSCSX 19.62 SSoftware&ITServices
12.82 02-36 FSRPX 15.85 SRetailing
12.28 03-28 FBSOX 64.46 SITServices
10.52 04-12 FOCPX 12.87 OTCPortfolio
10.26 05-15 FTQGX 26.47 FocusedStock
10.15 06-15 FBGRX 102.08 BlueChipGrowth
9.75 07-26 FCPGX 29.15 SmallCapGrowth
9.33 08-06 FSPHX 256.37 SHealthCare
8.86 09-02 FCNTX 137.63 Contrafund
8.82 10-06 FNCMX 103.02 NasdaqCompositeIndex
8.80 11-07 FSCPX 46.24 SConsumerDiscretionary
8.75 12-25 FSPTX 186.87 STechnology
8.67 13-02 FDSVX 37.32 Growth Discovery
8.52 14-02 FSUIX 14.90 LargeCapGrowthIndex – Inv
8.28 15-06 FBMPX 79.05 SMultimedia
8.28 16-03 FBIOX 242.16 SBiotechnology
8.15 17-11 FSSPX 22.45 SmallCapIndex – Inv
8.05 18-02 FTRNX 109.73 Trend
7.88 19-06 FSHCX 96.05 SHealthCareServices
7.28 20-01 FLGEX 20.70 LargeCapGrowthEnhancedIndex
Last Week
13.65 01-35 FSRPX 15.86 SRetailing Yes
13.37 02-25 FSCSX 19.58 SSoftware&ITServices Yes
12.75 03-27 FBSOX 64.31 SITServices Yes
10.96 04-11 FOCPX 12.85 OTCPortfolio Yes
10.75 05-14 FBGRX 102.09 BlueChipGrowth Yes
10.32 06-25 FCPGX 29.15 SmallCapGrowth Yes
10.31 07-14 FTQGX 26.34 FocusedStock Yes
10.17 08-05 FBMPX 80.08 SMultimedia Yes
9.88 09-05 FSPHX 256.39 SHealthCare Yes
9.65 10-05 FSHCX 97.22 SHealthCareServices Yes
9.43 11-06 FSCPX 46.29 SConsumerDiscretionary Yes
9.42 12-05 FNCMX 103.11 NasdaqCompositeIndex Yes
9.34 13-24 FSPTX 187.03 STechnology Yes
9.08 14-01 FCNTX 137.27 Contrafund Yes
8.95 15-02 FBIOX 242.61 SBiotechnology
8.94 16-01 FSUIX 14.89 LargeCapGrowthIndex – Inv Yes
8.67 17-01 FDSVX 37.15 Growth Discovery Yes
8.60 18-01 FTRNX 109.82 Trend Yes
8.45 19-04 FRXIX 15.77 RealEstateIndex – Inv
7.99 20-10 FSSPX 22.32 SmallCapIndex – IC
IRA#1 is currently invested in:
100% – SRetailing(FSRPX)(16Jul18) from CashReserves(FDRXX)(18Jun18)
May18 1m+2% 3m+3% 6m+2% 12m+18% 24m+36% 36m+10% 60m+59% 120m+4%
Apr18 1m+1% 3m-5% 6m-0% 12m+21% 24m+25% 36m+9% 60m+43% 120m+7%
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)
May18 1m+1% 3m+1% 6m-1% 12m+4% 24m+23% 36m+11% 60m+23% 120m+37%
Apr18 1m+0% 3m-4% 6m-0% 12m+7% 24m+22% 36m+15% 60m+24% 120m+36%
Average annual return since 1/82 11%