Month: February 2017

The market continues up. The continued increase in the DJIA has been as great as it was in 1987. My suggestion is that you be ready to sell. The crash on 19Oct87 took the DJIA down 22.6%. At that time I had been using 10% as a sell limit on my mutual fund investments. I changed to use a 5% limit because if I had been using 5%, I would have not been invested on the 22.6% down day. I would have been in cash.

In January IRA#1 1%, IRA#2 1%, QQQ 5%, SPY/RSP 2%, DWTR 2%.
For the last 3 months, IRA#1 8%, IRA#2 6%, QQQ 7%, SPY/RSP 8%, DWTR 2%.
For the last 6 months, IRA#1 1%, IRA#2 0%, QQQ 8%, SPY/RSP 5%, DWTR -10%.
For the last 12 months, IRA#1 32%, IRA#2 16%, QQQ 14%, SPY/RSP 11%, DWTR 0%
December portfolio changes:
IRA#1 – None, Invested in FSRBX.
IRA#2 – Sold FDCPX Purchased FBIOX 01/17 – Invested in FSRFX, FSRBX, FSELX, FBIOX, FSNGX
QQQ – None – Invested in QQQ
SPY/RSP – NONE – Invested in RSP
DWTR – NONE – Invested in DWTR

“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.
On Friday, 22Feb, the short term outlook is neutral, intermediate term outlook is bullish, long term outlook bullish.

My S&P500 is in RSP (SPY EW) which has a price of 91.41, 50 day MA of 88.58, a 200 day MA of 83.78, and a 7% stop loss is 85.13. 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 33.65, a sell price 32.07, a rank of 01, and is a hold. (ETF – KRE- current stoploss 53.89)
IRA#2
SSemiconductors has a price of 101.87, a sell price 96.78, a rank of 05, and is a hold. ( ETF – SMH – current stoploss 71.43)
STransportation has a price of 93.01, a sell price 89.59, a rank of 20, and is a hold. (ETF – XTN – current stoploss 52.76)
SBiotechnology has a price of 196.54, a sell price 190.35, a rank of 02, and is a hold. (ETF – XBI – current stoploss 64.59)
SComputers has a price of 83.12, a sell price 78.96, a rank of of 03, and is a Hold (ETF – PSI- current stoploss 37.56)

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:
16.52 01-19 FSRBX 33.65 SBanking
16.21 02-09 FBIOX 196.54 SBiotechnology
14.16 03-06 FDCPX 83.12 SComputers Yes
13.56 04-06 FSCHX 163.54 SChemicals Yes
13.48 05-34 FSELX 101.87 SSemiconductors
13.11 06-16 FARNX 13.95 EventDrivenOpportunities
12.69 07-16 FSHCX 89.55 SHealthCareServices Yes
12.39 08-05 FSPTX 147.61 STechnology
12.34 09-16 FSLBX 71.77 SBrokerageandInvestmentManagement
12.29 10-16 FIDSX 103.28 SFinancialServices
10.88 11-03 FOCPX 92.64 OTCPortfolio
10.71 12-04 FSAGX 22.22 SGold
10.64 13-02 FSDAX 137.26 SDefense&Aerospace
10.34 14-04 FSVLX 14.04 SConsumerFinance
9.98 15-02 FNCMX 76.79 NasdaqCompositeIndex
9.91 16-03 FSLEX 23.99 SEnvironmental&AltEnergy
9.67 17-01 FSCSX 142.11 SSoftware&ITServices
9.6 18-01 FBCVX 18.48 BlueChipValue
9.58 19-01 FWRLX 9.13 SWireless Yes
9.57 20-17 FSRFX 93.01 STransportation
Last 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

IRA#1 is currently invested in:
100% – SBanking(FSRBX)(21Nov16) from CashReserves(FDRXX)
Jan17 1m+1% 3m+8% 6m+1% 12m+32% 24m+2% 36m+14% 60m+56% 120m-7%
Dec16 1m+6% 3m-1% 6m+7% 12m+24% 24m+14% 36m+14% 60m+65% 120m-6%
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)
Jan17 1m+1% 3m+6% 6m+0% 12m16% 24m+10% 36m+12% 60m+17% 120m+20%
Dec16 1m+2% 3m-0% 6m+3% 12m+9% 24m+8% 36m+7% 60m+21% 120m+18%
Average annual return since 1/82 11%

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%

A good week.

Consuelo Mack in her 2/10 weekly show, available online at wealthtrack.com, featured an interview with Charlie Dreifus. He did not indicate he was barish but as a value investor, finds less and less to buy. “Priced to perfection: after a 30% plus gain, value investor Charles Dreifus cautions the markets are expensive and its time to “de-risk” portfolios.” Near the end of the show, even Ms. Mack emphasises his remarks. Ms. Mack is generally bullish.

So what do you do when the markets start down? Well the first thing is to sell. Cash in a portfolio does not decline. If you are even more aggressive, after you sell, you can buy a bear ETFs. For example if you own SPY (S&P500 index ETF), sell it, then invest in SH – a bear SPY. If you own QQQ (Nasdaq 100 ETF), sell it, then invest in PSQ – a short QQQ. Sometime do a Google search on short ETFs. Since there are double and triple ETFs which go up 2 & 3 times faster than a basic index ETF (TQQQ it the triple QQQ), there are also 2 & 3 times short ETFs (SQQQ is the triple short QQQ). In my opinion, double and triple ETFs are excessively risky. I have owned triple bull ETFs but never a short ETF of any type.

“The DecisionPoint Report” from Stockcharts.com: (https://stockcharts.com/webinars/archives/)
On Friday, 03Feb, the short term outlook is neutral, intermediate term outlook is neutral to bullish, long term outlook bullish.
On Friday, 10Feb, the short term outlook is neutral to bearish, intermediate term outlook is bullish, long term outlook bullish.
The report did note that the energy sector ETFs moved from a buy rating to a neutral rating.

My S&P500 is in RSP (SPY EW) which has a price of 89.87, 50 day MA of 87.82, a 200 day MA of 83.22, and a 7% stop loss is 83.58. 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.

My current investments:
IRA#1 and IRA#2
SBanking has a price of 32.78, a sell price 31.30, a rank of 03, and is a hold. (ETF – KRE- current stoploss 52.90)
IRA#2
SSemiconductors has a price of 98.65, a sell price 94.69, a rank of 07, and is a hold. ( ETF – SMH – current stoploss 70.61)
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)
SNaturalGas has a price of 29.04, a sell price 28.93, a rank of 46, and is a sell. (ETF – XES – stoploss executed)
SBiotechnology has a price of 193.11, a sell price 183.45, a rank of 01, and is a hold. (ETF – XBI – current stoploss 62.38)
My stoploss on XES caused a sell last week and this week SNaturalGas is a sell since it ranks so low. I sold SComputers last month and it is a buy today.
SComputers has a price of 80.88, a sell price TBD, a rank of of 05, and is a buy (ETF – PSI)

My portfolio changes this weekend:
IRA #1 – None
IRA #2 – Sell SNaturalGas and buy SComputers

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:
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
Last week:
16.90 01-16 FSRBX 32.88 SBanking
14.99 02-06 FBIOX 189.20 SBiotechnology
13.96 03-13 FARNX 13.75 EventDrivenOpportunities Yes
13.53 04-10 FSESX 57.26 SEnergyService
13.31 05-01 FSAGX 22.25 SGold
12.60 06-31 FSELX 99.03 SSemiconductors
12.28 07-03 FSCHX 158.55 SChemicals
11.43 08-13 FIDSX 100.56 SFinancialServices
11.10 09-13 FSLBX 69.62 SBrokerageandInvestmentManagement Yes
10.85 10-13 FSHCX 86.51 SHealthCareServices
10.83 11-03 FDCPX 78.99 SComputers Yes
10.22 12-05 FFGCX 11.90 GlobalCommodity Stock
10.07 13-02 FSPTX 141.78 STechnology Yes
9.98 14-12 FCPEX 14.34 SmallCapEnchancedIndex Yes
9.57 15-14 FSRFX 91.54 STransportation
9.39 16-12 FSNGX 29.59 SNaturalGas
9.23 17-01 FSVLX 13.68 SConsumerFinance Yes
9.21 18-04 FEMEX 8.70 EmergingEMEA
8.95 19-02 FSDPX 80.70 SMaterials
8.62 20-08 FCYIX 33.10 SIndustrials

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%

This last week was an ok week. Not a bad, week not a good week.

Zacks has a Market Edge podcast. On the 31 January, they discussed ETFs such as PRNT (3d printing), SNSR (the internet of things), IFLY (drones), GVIP (hedge funds largest holdings), ITEQ (Israeli tech stocks), WSKY (whiskey and spirits), AIRR (American Industrial Resonance ), etc.

An interesting article from Mark Hulbert: http://www.marketwatch.com/story/the-biggest-threat-to-your-money-now-ignoring-the-scent-of-a-bear-market-2017-01-20.

Wall Street Week on Friday had two interesting guests. Robert Doll from Nuveen and Dan Shaffer from Shaffer. Doll thinks interest rates will go higher (buy financials), the market will be flat at a 5% gain at most for the year and Shaffer thinks interest rates will go lower (sell financials), investors should be ready to sell. Doll thinks financials, healthcare, and technology are good investments. Shaffer we should buy government bonds and food is becoming a scarce commodity and thus buy food companies and food ETFs.

“The DecisionPoint Report” from Stockcharts.com: (https://stockcharts.com/webinars/archives/)
On Friday, 27Jan, the short term outlook is neutral, intermediate term outlook is neutral to bullish, long term outlook bullish.
On Friday, 03Feb, the short term outlook is neutral, intermediate term outlook is neutral to bullish, long term outlook bullish.

My S&P500 is in RSP (SPY EW) which has a price of 88.96, 50 day MA of 87.50, a 200 day MA of 82.99, and a 7% stop loss is 83.00. This is not an investment to buy and hold. The RSP (and the SPY) have done very little since 09Dec. There was a slight peak about 8 days ago but it looks like bull market is getting tired.

IBD TBP’s Market Pulse is “Confirmed Uptrend” as of 08Dec. Time to invest. I am fully invested so will buy nothing, but am watching the sell prices closely.

My current investments:
IRA#1 and IRA#2
SBanking has a price of 32.88, a sell price 31.30, a rank of 01, and is a hold. (ETF – KRE- current stoploss 52.90)
IRA#2
SSemiconductors has a price of 99.03, a sell price 94.69, a rank of 06, and is a hold. ( ETF – SMH – current stoploss 70.54)
STransportation has a price of 91.54, a sell price 89.59, a rank of 15, and is a hold. (ETF – XTN – current stoploss 52.76)
SNaturalGas has a price of 29.59, a sell price 28.93, a rank of 16, and is a hold. (ETF – XES – stoploss executed)
SBiotechnology has a price of 189.20, a sell price 179.74, a rank of 03, and is a hold. (ETF – XBI – current stoploss 61.36)
My stoploss on XES was executed at 22.06 on Monday when the price fell to 21.88. The price has since recovered and is up 5% since I sold but still down from my purchase price. Perhaps the 7% stop loss was too tight, but it looks to me that XES is no longer a buy anyway (SNaturalGas is also not be a buy this week).

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:
16.90 01-16 FSRBX 32.88 SBanking
14.99 02-06 FBIOX 189.20 SBiotechnology
13.96 03-13 FARNX 13.75 EventDrivenOpportunities Yes
13.53 04-10 FSESX 57.26 SEnergyService
13.31 05-01 FSAGX 22.25 SGold
12.60 06-31 FSELX 99.03 SSemiconductors
12.28 07-03 FSCHX 158.55 SChemicals
11.43 08-13 FIDSX 100.56 SFinancialServices
11.10 09-13 FSLBX 69.62 SBrokerageandInvestmentManagement Yes
10.85 10-13 FSHCX 86.51 SHealthCareServices
10.83 11-03 FDCPX 78.99 SComputers Yes
10.22 12-05 FFGCX 11.90 GlobalCommodity Stock
10.07 13-02 FSPTX 141.78 STechnology Yes
9.98 14-12 FCPEX 14.34 SmallCapEnchancedIndex Yes
9.57 15-14 FSRFX 91.54 STransportation
9.39 16-12 FSNGX 29.59 SNaturalGas
9.23 17-01 FSVLX 13.68 SConsumerFinance Yes
9.21 18-04 FEMEX 8.70 EmergingEMEA
8.95 19-02 FSDPX 80.70 SMaterials
8.62 20-08 FCYIX 33.10 SIndustrials
Last week:
18.20 01-15 FSRBX 32.95 SBanking
15.16 02-09 FSESX 57.67 SEnergyService
14.09 03-30 FSELX 99.67 SSemiconductors
13.45 04-13 FSRFX 94.30 STransportation
12.96 05-12 FARNX 13.53 EventDrivenOpportunities
12.73 06-02 FSCHX 158.15 SChemicals
11.75 07-05 FBIOX 182.42 SBiotechnology
11.70 08-12 FIDSX 100.19 SFinancialServices
11.56 09-04 FFGCX 11.98 GlobalCommodity Stock
10.80 10-13 FSAIX 75.66 SAirTransportation
10.77 11-12 FSLBX 69.01 SBrokerageandInvestmentManagement
10.75 12-11 FSNGX 29.81 SNaturalGas
10.09 13-12 FSHCX 85.43 SHealthCareServices
9.94 14-11 FCPEX 14.26 SmallCapEnchancedIndex
9.93 15-01 FSDPX 81.04 SMaterials
9.87 16-03 FEMEX 8.71 EmergingEMEA
9.74 17-07 FCYIX 33.29 SIndustrials
9.68 18-01 FSPTX 140.53 STechnology
9.52 19-02 FDCPX 77.61 SComputers
9.00 20-01 FSCSX 138.57 SSoftware&ITServices

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% – SNaturalGas(FSNGX)(12Dec16) from CashReserves(FDRXX)
20% – STransportation(FSRFX)(28Nov16) from CashReserves(FDRXX)
20% – SBanking(FSRBX)(21Nov16) from CashReserves(FDRXX)
20% – SComputers(FDCPX)(03Oct16) 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%