Month: February 2015

Paul Merriman has a weekly podcast in which he presents investment suggestions and answers questions. On his web site, paulmerriman.com, he offers free boods on investing, suggestions on various 401k plans, various articles on investing (he also writes for marketwatch.com), and buy and hold forever suggestion for mutual fund and ETF investors at Vanguard, Fidelity, and TRowePrice. On his podcasts he also talks about market timing using a 150 day moving average – price above the average buy, below sell.
Most of the other podcasts I listen to are talking about a continuing up market. Some point out we are in the best year of the decade (all years ending in 5), the best year of the presidential cycle (the 3rd year), and the best part of the year (November through April).

IBD TBP’s Current Outlook is “Confirmed Uptrend” – time to invest.
I’m still convinced the market is peaking, but will still follow the trend.

My current investments:
SPharmaceuticals has a price of 23.08, a sell price 21.93, a rank of 07, and is a Hold.
SBiotechnology has a price of 248.00, a sell price 235.60, a rank of 01, and is a Hold.
SHealthCare has a price of 236.44 a sell price 224.62, a rank of 03, and is a Hold.
SAirTransportation has a price of 43.09, a sell price 71.18, a rank of 32, and is a Sell so I can buy SRetailing.
SElectronics has a price of 89.46, a sell price 84.99, a rank of 04, and is a Hold.
SRealtailing has a price of 95.27, a sell price TBD, a rank of 05, and is a buy

My portfolio changes this weekend:
IRA #1 – None
IRA #2 – Sell SAirTransportation and buy SRetailing.

My portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 100% invested

I am a little late in documenting this: January was a poor month for many of my investments.
In January IRA#1 +7%, IRA#2 -0%, PDP PIE PIZ DWAS -2%, TQQQ -17%, TQQQ/SQQQ -19%, Power4 +0%.
For the last 3 months, IRA#1 +12%, IRS#2 +4%, PDPetc -2%, TQQQ -14%, TQQQ/SQQQ -19%, Power4 +3%.
January portfolio changes:
IRA#1 – None.
IRA#2 – None.
PDP PIE PIX DWAS – None.
TQQQ – Sold last 50% TQQQ on 01/05, purchased TQQQ on 01/09, sold TQQQ on 01/15, purchased TQQQ on 01/23, sold TQQQ on 1/27.
TQQQ/SQQQ – Purchased SQQQ on 01/06, sold SQQQ on 01/05, purchased TQQQ on 01/09, sold TQQQ on 01/15, purchased TQQQ on 01/23, sold TQQQ on 1/27.
Power4 – Sold PSL on 01/05, sold PUI on 01/27.
TQQQ and TQQQ/SQQQ losses were caused by the 8% stop loss and the volatility of the two ETFs. IBD’s program was set up to use QQQ and I felt, perhaps incorrectly, if QQQ can do well, triple -TQQQ- can do it better.

IBD TBP’s Current Outlook is “Confirmed Uptrend” – time to invest.
I’m still convinced the market is peaking, but will follow the trend.

My current investments:
SPharmaceuticals has a price of 22.96, a sell price 21.81, a rank of 11, and is a Hold.
SBiotechnology has a price of 246.70, a sell price 234.37, a rank of 01, and is a Hold.
SHealthCare has a price of 235.48 a sell price 223.71, a rank of 04, and is a Hold.
SAirTransportation has a price of 74.93, a sell price 71.18, a rank of 15, and is a Hold.
SElectronics has a price of 89.30, a sell price 84.84, a rank of 03, and is a Hold.

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

Three weeks ago prior to the EU deciding to start quantitative easing (QE) by buying 1.3T in bonds there had been 502 governmental actions to ease interest rates over the last 3 year. Many years ago the motto was do not fight the fed. Well every country has enherited the QE desease. Some countries allow you to invest in their government bonds and they charge you an interst rate. In Sweeden the current interest rate for government bonds is -0.1%. Countries through the world are telling investors not to hold money or buy bonds. I’m still convinced we are headed for a down market, but will not fight the feds.

IBD TBP’s Current Outlook is “Confirmed Uptrend” – Time to invest. IBD changed the outlook Tuesday night – 10Feb.
BTW the market is closed on Monday, Presidents’ day

My current investments:
SPharmaceuticals has a price of 22.46, a sell price 21.34, a rank of 14, and is a Hold.
SBiotechnology has a price of 236.23, a sell price 224.42, a rank of 01, and is a Hold.
SHealthCare has a price of 229.52 a sell price 218.04, a rank of 04, and is a Hold.
SAirTransportation has a price of 72.82, a sell price 70.64, a rank of 24, and is a Hold until I need to sell it to buy something else.
SElectronics has a price of 14.78, a sell price TBD, a rank of 02, and is a buy.

My portfolio changes this weekend:
IRA #1 – None
IRA #2 – Buy SElectronics.

My portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 100% invested

Like last week, I am spending too much time working. Hopefully I will be able to add a comment to this next week.
My only thought is that this is not an up market.

IBD TBP’s Current Outlook is “Uptrend Pnder Pressure” – Not a Time to invest.

My current investments:
SPharmaceuticals has a price of 21.99, a sell price 21.06, a rank of 12, and is a Hold.
SBiotechnology has a price of 229.44, a sell price 224.06, a rank of 01, and is a Hold.
SHealthCare has a price of 224.89 a sell price 215.88, a rank of 04, and is a Hold.
SAirTransportation has a price of 72.38, a sell price 70.64, a rank of 14, and is a Hold.

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 – 80% invested