Month: November 2015

“Long both yuan and US dollar, Rogers predicts a period of market turmoil next year once higher US base rates start to bite. Investors would flee to the greenback’s relative safety, he said, even though there was “no country so indebted in the history of the world” as the US was now.” Jim Rogers.
http://www.scmp.com/business/companies/article/1882261/fortune-be-made-cleaning-china-says-investment-guru-rogers

Doug Fabian, in his latest podcast, was quite bullish on Japan and Japanese equities.
Seems their “federal reserve board” and their government are working together to foster economic growth.
Sounds like a very constructive activity – something US should try.

On a completely unrelated subject, K92.3 Orlando’s Country (FM radio) is offering a chance to win 4 Disney annual passes. Like last week’s contest (as you reminded me), this is for Florida residents only. If you visit the K92.3 web site, listen to AJ & Ashley’s Second Date Update. Some of these are very entertaining.

IBD TBP’s Market Pulse is “Confirmed uptrend” as of 11/18/15 – a time to buy.
It is a week after IBD TBP’s Market Pulse said buy. The best fund to buy is SRetailing. I sold it about on 11/16 for a loss of 1.3% and I plan to invest in it again.

My current investments:
IRA#1 and IRA#2
Invest in SRetailing (my investment in ETF – XLY, did not decline to its stop loss price and I still own it).
IRA#2
SITServices has a price of 41.88, a sell price 39.98, a rank of 04, and is a Hold. (ETF – XLK)
SSoftware&ComputerServices has a price of 126.73, a sell price 121.11, a rank of 02, and is a Hold. (ETF – MTK)
SConsumerDiscretionary has a price of 36.10, a sell price of 34.44, a rank of 05, and is a Hold. (ETF – FDIS)
STechnology has a price of 123.18, a sell price of 117.02, a rank of 11, and is a Hold. (ETF – IGM)

My portfolio changes this weekend:
IRA #1 – Invest 100% in SRetailing
IRA #2 – Invest 20% in SRetailing

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

On a completely unrelated subject, cokeholidaysweeps.com is offering a chance to win 4 Disney passes for Theme Park visits all year long. Give it a shot.

Returns for the month of October were better.
In October IRA#1 3%, IRA#2 1%, PDP PIE PIZ DWAS 2%, QQQ 7%, SPY/RSP 0%, DWTR 0%.
For the last 3 months, IRA#1 -14%, IRS#2 -5%, PDPetc 2%, QQQ new 4%, SPY/RSP new -6%, DWTR -4%.
September portfolio changes:
IRA#1 – Purchased FSRPX 10/12
IRA#2 – Purchased FSRPX 10/12, FBSOX 10/19, FSCSX 10/26
PDP PIE PIX DWAS – Purchased PDP 10/06, DWAS 10/12, PIZ 10/19
QQQ – Purchased QQQ 10/06
SPY/RSP – Purchased SPY 10/23
DWTR was power 4 – Purchased PSL 10/06, PXI 10/12, sold PXI, PSL 10/19, purchased DWTR 10/19

IBD TBP’s Market Pulse is “Confirmed uptrend” as of 11/18/15 – a time to buy.
It is a time to buy but none of my top 20 funds has had an increasing deviation from the its moving average for the last two week. It was a good week, but I’m still convinced this up market, the third longest in history, is terminating.

My current investments:
IRA#1 and IRA#2
CashReserves
IRA#2
SITServices has a price of 41.71, a sell price 39.98, a rank of 04, and is a Hold. (ETF – XLK)
SSoftware&ComputerServices has a price of 125.77, a sell price 121.11, a rank of 02, and is a Hold. (ETF – MTK)
SConsumerDiscretionary has a price of 35.42, a sell price of 34.44, a rank of 11, and is a Hold. (ETF – FDIS)
STechnology has a price of 121.84, a sell price of 115.75, a rank of 09, and is a Hold. (ETF – IGM)

My portfolio changes this weekend:
IRA #1 – none
IRA #2 – none

My portfolio market exposure after this weekend’s changes:
IRA #1 – 00% invested
IRA #2 – 80% invested

The worst week in months. The Confirmed Uptrend which started on in October has ended. This uptrend lasted 42 days. There has been 9 Confirmed Uptrends issued by Investors Business Daily this year. It has been a relative untrending year. I follow the numbers, but still believe that the problems of too much debt which caused 2008 have only gotten worse. We have the federal reserve board (and the rest of the central banks in other countries) keeping interest rates at zero thus causing more debt.
BTW Downtown Disney is now called Disney Springs and no matter where you want to shop, it is at least a mile away from were you are.

IBD TBP’s Market Pulse is “Uptrend under pressure” as of 11/13/15 – not a time to buy.

My current investments:
IRA#1 and IRA#2
SRetailing has a price of 101.27, a sell price 102.62, a rank of 01, and is a Sell. (ETF – XLY). The associated ETF (XLY) has not hit its stop loss and has not been sold.
IRA#2
SITServices has a price of 40.78, a sell price 39.98, a rank of 03, and is a Hold. (ETF – XLK)
SSoftware&ComputerServices has a price of 122.79, a sell price 121.11, a rank of 01, and is a Hold. (ETF – MTK)
SConsumerDiscretionary has a price of 34.56, a sell price of 34.44, a rank of 08, and is a Hold. (ETF – FDIS)
STechnology has a price of 118.46, a sell price of 112.54, a rank of 11, and is a Hold. (ETF – IGM)

My portfolio changes this weekend:
IRA #1 – Sell SRetailing
IRA #2 – Sell SRetailing

My portfolio market exposure after this weekend’s changes:
IRA #1 – 00% invested
IRA #2 – 80% invested

A podcast, “The ETF Store Show”, on 02 Nov featured a show on the 15 most important ETFs and the history of ETFs. I had not realized that SPY, an ETF which matches the S&P500, has been available since 1993. I have suggested to several others who expresed interest in investing that they just buy SPY and keep it as long as it remains above its 200 day average. In the last 22 years you would have sold SPY about 6 times, purchased it back 6 times and gained +/- 500%

IBD TBP’s Market Pulse is “Confirmed Uptrend” as of 10/02/15 – a time to buy.

My current investments:
IRA#1 and IRA#2
SRetailing has a price of 108.02, a sell price 102.62, a rank of 01, and is a Hold. (ETF – XLY)
IRA#2
SITServices has a price of 42.08, a sell price 39.98, a rank of 03, and is a Hold. (ETF – XLK)
SSoftware&ComputerServices has a price of 127.48, a sell price 121.11, a rank of 02, and is a Hold. (ETF – MTK)
SConsumerDiscretionary has a price of 36.25, a sell price of 34.44, a rank of 05, and is a Hold. (ETF – FDIS)

My portfolio changes this weekend:
IRA #1 – None
IRA #2 – Buy 20% STechnology (ETF – IGM)

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