Month: March 2016

John Pugliano has a podcast called Wealthsteading – Wealth Building Principles. His 19Mar podcast presents some moving average analysis of the S&P500. He uses a 100 day moving average to manage his investing. The S&P500 is 2.3% above its 100 day moving average. He also presents the reason he has not invested in anything thinking this is a bear market rally.
I have a portfolio invested in the S&P500. I recently purchased RSP – an equal weighted S&P500 ETF. RSP includes every stock in the S&P500, except each stock only contributes 0.2% The S&P500 is actually a capitalization weighted index. SPY is the ETF which represents the S&P500 index, a capitalization weighted index.. Based on their capitalization, Apple is 3.18% of the index, Microsoft is 2.40%, Exxon is 1.97% and etc. RSP has been doing better than the SPY for several months.

IBD TBP’s Market Pulse is “Confirmed Uptrend ” as of 02/17/16. Time to buy. Except none of the top 20 funds have an improving deviation, one of my requirements to buy, so I am buying nothing.

My current investments:
IRA#1 and IRA#2
SGold has a price of 18.50, a sell price of 18.53, a rank of 01, and is a Hold until I’ve owned it 39 days and can sell without breaking Fidelity’s dumb rule. (ETF – GLDX – I was stopped out of this ETF)
IRA#2
Telecom&Utilities has a price of 24.07, a sell price 22.87, a rank of 03, and is a hold. (ETF – PUI current stoploss 23.41)
RealEstatePortfolio has a price of 41.56, a sell price 39.48, a rank of 04, and is a hold. (ETF – REZ current stoploss 60.99)

My portfolio changes this weekend:
IRA #1 – No Change
IRA #2 – No Change

My portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 60% invested

Another good week. Obviously it can’t continue, but until it does I plan to remain investing.

Those of you whose accounts I previously managed with a limited trading authorization received a letter this week indicating Fidelity would not allow me to continue to use any limited trading authorization. I mentioned this two weeks ago and sent the account owners an email on it 3 weeks ago. I prefer that you manage your own account, but if you do not have the inclination, time, etc. call or email me.

I made a mistake last week. I put in an order to buy DWTR at market open buying enough shares to fill the Roth IRA account to within $1,000. However the stock opened up 77 cents higher which caused the total cost of the purchase to be greater than the balance of the account. Fidelity called and we were able to transfer the funds required to cover the shortage from another Roth IRA with the same registration. Next time I will try to leave $2000 in cash after the purchase.

One of the good things about ETFs is that you can enter a stop loss order and be sold out before a ETF continues to fall. One of the bad things about ETFs is that you can enter a stop loss order and be sold out on a dip before the ETF reverses and goes up. My gold ETF – GLADX – was sold on a dip on 15Mar. I do plan to buy it back sometime.

IBD TBP’s Market Pulse is “Confirmed Uptrend ” as of 02/17/16. Time to buy. IBD reports “Individual investors might want to be ready for either a market pullback or at least a pause.
In the past three years, the Nasdaq has risen five weeks in a row five times. Only twice was there a sixth up-week.”

This week the #2 fund is RealEstateInvestmentPortfolio and I am investing in it.

My current investments:
IRA#1 and IRA#2
SGold has a price of 19.50, a sell price of 18.53, a rank of 01, and is a Hold. (ETF – GLDX – I was stopped out of this ETF)
IRA#2
Telecom&Utilities has a price of 24.05, a sell price 22.85, a rank of 04, and is a hold. (ETF – PUI current stoploss 23.41)
RealEatatePortfolio has a price of 42.30, a sell price TBD, a rank of 02, and is a buy. (ETF – REZ)

My portfolio changes this weekend:
IRA #1 – No Change
IRA #2 – Invest 20% in RealEstateInvestmentPortfolio – FRESX – or a similar performing ETF – REZ.

My portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 60% invested

This last week commodity oriented funds and countries which produce commodities seem to gain the most – yes I am repeating myself.
This week only 8 of the 130 stocks I follow are not a buy. It was another good week.

One of the podcasts I’ve started downloading is the Wealth & Purpose Show. It, like many others, has an emphasis on gold and other naturnal resources. On the show presented on the 22th of Febuary, “Silver Shortage Approaching, Metals Mining Sector Explained by Resource Expert Gwen Preston”, Ms. Preston indicate she like gold better than silver but copper and zinc are attractive investments with shortages developing. In addition to most mining stocks (she likes the smaller miners (one or two mines) most), she also likes in uranium which she thinks will be going up for several years due to increasing demand. Her web site is http://www.resourcemaven.ca/.

I have not updated my performance numbers in two months – too busy. The short version is January down, February even, March starting up. I will try to get that done this week.

IBD TBP’s Market Pulse is “Confirmed Uptrend ” as of 02/17/16. Time to buy.
This week the #2 fund is Telecom&Utilities and I am investing in it. It is more a yield play but has been going up. About 25% of the fund is invested in AT&T (T) which is yielding 5.2% and T also has been up about 5% over the last month.

My current investments:
IRA#1 and IRA#2
SGold has a price of 18.54, a sell price of 17.92, a rank of 01, and is a Hold. (ETF – GLDX – my current stop loss is 21.64)
IRA#2
Telecom&Utilities has a price of 23.77, a sell price TBD, a rank of 02, and is a Buy. (ETF – PUI)
My portfolio changes this weekend:
IRA #1 – No Change
IRA #2 – Invest 20% in Telecom&Utilities – FIUIX – or a similar performing ETF – PUI

My portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 40% invested

I apologize for the shortness of my comments this week. Tax season is just too busy a time.
This last week commodity oriented funds and countries which produce commodities seem to gain the most.
This week only 10 of the 130 stocks I follow are not a buy. It was quite a good week.
While I do not think the bull market is here, even the S&P500 is above its 50 day moving average and crossing its 200 day moving average

IBD TBP’s Market Pulse is “Confirmed Uptrend ” as of 02/17/16. Time to buy.
While I dislike buying a fund which is going up fast (I perfer slow), FSAGX, SGold has been on the top 20 list for 6 weeks and my investment this week.

My current investments:
IRA#1
GovernmentCashReserves
IRA#2
GovernmentCashReserves

My portfolio changes this weekend:
IRA #1 – Invest 100% in SGold – FSAGX – or a similar performing ETF – GLDX
IRA #2 – Invest 20% in SGold – FSAGX – or a similar performing ETF – GLDX

My portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 20% invested