Month: March 2017

Returns for February IRA#1 3%, IRA#2 4%, QQQ 4%, SPY/RSP 3%, DWTR 1%.
For the last 3 months, IRA#1 10%, IRA#2 8%, QQQ 11%, SPY/RSP 6%, DWTR 2%.
For the last 6 months, IRA#1 3%, IRA#2 7%, QQQ 12%, SPY/RSP 9%, DWTR -5%.
For the last 12 months, IRA#1 36%, IRA#2 21%, QQQ 19%, SPY/RSP 14%, DWTR 0%
December portfolio changes:
IRA#1 – None, Invested in FSRBX.
IRA#2 – Purchased FDCPX 02/13 – Invested in FSRFX, FSRBX, FSELX, FBIOX, FDCPX
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, 17Mar, the short term outlook is neutral, intermediate term outlook is neutral to bearish, long term outlook bullish.
On Friday, 17Mar, the short term outlook is neutral to bearish, intermediate term outlook is bearish, long term outlook bullish.

My S&P500 is in RSP (SPY EW) which has a price of 89.81, 50 day MA of 89.60, a 200 day MA of 84.54, and a 7% stop loss is 85.81. This is not an investment to buy and hold but then there are no investments to buy and hold.

IBD TBP’s Market Pulse is “Uptrend Under Pressure” as of 21Mar. Not a time to invest.

My current investments:
IRA#1 and IRA#2
SBanking has a price of 31.64, a sell price 32.40, a rank of 32, and is a sell. (ETF – KRE- stopped out)
IRA#2
SSemiconductors has a price of 103.63, a sell price 98.62, a rank of 03, and is a hold. ( ETF – SMH – current stoploss 73.94)
STransportation has a price of 88.42, a sell price 89.59, a rank of 107, and is a sell. (ETF – XTN – stopped out)
SBiotechnology has a price of 199.87, a sell price 197.59, a rank of 01, and is a hold. (ETF – XBI – current stoploss 67.26)
SComputers has a price of 84.14, a sell price 80.48, a rank of of 02, and is a hold (ETF – PSI- current stoploss 38.71)
Two of my funds and two of my ETFs are sells. The ETFs were stopped out when the stoploss was hit. Stoplosses cannot be used with mutual funds. Since I compute my relative strength numbers each weekend, the funds did not become sells until this weekend. It it turs out this is just a minor blip, I can always buy the funds again. Reviewing the top 20 funds this week indicates various foreign funds are doing better.

My portfolio changes this weekend:
IRA #1 – Sell SBanking
IRA #2 – Sell SBanking and STransportation

My portfolio market exposure after this weekend’s changes:
IRA #1 – 00% 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:
13.75 01-13 FBIOX 199.87 SBiotechnology
12.36 02-10 FDCPX 84.14 SComputers
12.33 03-38 FSELX 103.63 SSemiconductors
12.28 04-09 FSPTX 151.34 STechnology
10.57 05-02 FHKCX 27.62 ChinaReqion Yes
10.33 06-05 FWRLX 9.39 SWireless
10.16 07-01 FSAGX 21.22 SGold
9.46 08-02 FSEAX 35.44 EmergingAsia Yes
9.35 09-10 FSCHX 161.36 SChemicals
9.11 10-01 FEMEX 8.94 EmergingEMEA Yes
8.61 11-01 FEDDX 13.12 EmergingMarketsDiscovery Yes
8.32 12-01 FEMKX 25.45 EmergingMarkets Yes
8.28 13-01 FTEMX 11.91 TotalEmergingMarkets Yes
8.25 14-07 FOCPX 92.29 OTCPortfolio
8.24 15-19 FSHCX 88.04 SHealthCareServices
8.14 16-07 FSLEX 24.06 SEnvironmental&AltEnergy
8.01 17-01 FLATX 21.68 LatinAmerica
7.72 18-01 FPEMX 9.58 EmergingMarketsIndex – IC Yes
7.69 19-06 FNCMX 76.63 NasdaqCompositeIndex
7.68 20-01 FSDCX 34.39 SCommunicationsEquipment
Last week:
17.40 01-12 FBIOX 204.79 SBiotechnology
13.87 02-09 FDCPX 84.72 SComputers
13.28 03-08 FSPTX 151.70 STechnology
13.26 04-37 FSELX 103.81 SSemiconductors
12.82 05-22 FSRBX 33.36 SBanking
12.27 06-09 FSCHX 164.86 SChemicals
11.05 07-04 FWRLX 9.40 SWireless
11.04 08-18 FSHCX 89.93 SHealthCareServices
10.39 09-01 FHKCX 27.42 ChinaReqion
10.33 10-05 FSDAX 139.13 SDefense&Aerospace
10.05 11-06 FSLEX 24.38 SEnvironmental&AltEnergy
9.97 12-19 FSLBX 71.48 SBrokerageandInvestmentManagement
9.87 13-19 FIDSX 102.88 SFinancialServices
9.79 14-06 FOCPX 93.20 OTCPortfolio
9.47 15-05 FNCMX 77.58 NasdaqCompositeIndex
9.41 16-01 FCPGX 22.44 SmallCapGrowth
9.36 17-02 FSCSX 143.74 SSoftware&ITServices
9.23 18-01 FSEAX 35.19 EmergingAsia
9.10 19-19 FARNX 13.67 EventDrivenOpportunities
9.02 20-01 FDSVX 28.51 Growth Discovery

IRA#1 is currently invested in:
100% – CashReserves(FDRXX)(27Mar17) from SBanking(FSRBX)(21Nov16)
Feb17 1m+3% 3m10% 6m+3% 12m+36% 24m+0% 36m+15% 60m+59% 120m-4%
Jan17 1m+1% 3m+8% 6m+1% 12m+32% 24m+2% 36m+14% 60m+56% 120m-7%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – CashReserves(FDRXX)(27Mar17) from SBanking(FSRBX)(21Nov16)
20% – CashReserves(FDRXX)(27Mar17) from STransportation(FSRFX)(28Nov16)
20% – SComputers(FDCPX)(13Feb17) from SNaturalGas(FSNGX)
20% – SBiotechnology(FBIOX)(16Jan17) from SComputers(FDCPX)
20% – SSemiconductors(FSELX)(08Aug16) from CashReserves(FDRXX)
Feb17 1m+4% 3m+8% 6m+7% 12m21% 24m+10% 36m+10% 60m+18% 120m+31%
Jan17 1m+1% 3m+6% 6m+0% 12m16% 24m+10% 36m+12% 60m+17% 120m+20%
Average annual return since 1/82 11%

Unlike last week, where none of the Fidelity funds I follow had an improving deviation over the last two weeks, there was ONE fund, SMultimedia, which had improving numbers. It is the 45th best fund on my list. One fund out of 113 is not an indication of a strong market.

The US hit the national debt limit this week. The treasury has under 200B available to spend and is spending about 98B a month. We will soon be in another raise the limit or “shutdown” the government political circus which always caused concern in the stock market. The last time the government “shutdown” it’s percentage of “shutdown” was smaller than the average number of children missing school in a day in the city of New York. Nevertheless the “shutdown” news can hurt the market.

“The DecisionPoint Report” from Stockcharts.com: (https://stockcharts.com/webinars/archives/)
On Friday, 03Mar, the short term outlook is neutral, intermediate term outlook is neutral to bullish, long term outlook bullish.
On Friday, 10Mar, the short term outlook is neutral to bearish, intermediate term outlook is neutral to bearish, long term outlook bullish.
On Friday, 17Mar, the short term outlook is neutral, intermediate term outlook is neutral to bearish, long term outlook bullish.

My S&P500 is in RSP (SPY EW) which has a price of 91.06, 50 day MA of 89.36, a 200 day MA of 84.40, and a 7% stop loss is 85.81. This is not an investment to buy and hold but then there are no investments to buy and hold.

IBD TBP’s Market Pulse is “Confirmed Uptrend” as of 08Dec. Time to invest. However the market still seems to be in a pause mode. Maybe a pause before a further move up, or maybe a top. I do not know, but would still not be buying anything this week.

My current investments:
IRA#1 and IRA#2
SBanking has a price of 33.36, a sell price 32.40, a rank of 05, and is a hold. (ETF – KRE- current stoploss 55.20)
IRA#2
SSemiconductors has a price of 103.81, a sell price 98.62, a rank of 04, and is a hold. ( ETF – SMH – current stoploss 73.48)
STransportation has a price of 90.55, a sell price 89.59, a rank of 98, and is a hold until I decide to buy something. (ETF – XTN – current stoploss 52.76)
SBiotechnology has a price of 204.79, a sell price 197.59, a rank of 01, and is a hold. (ETF – XBI – current stoploss 67.26)
SComputers has a price of 84.72, a sell price 80.48, a rank of of 02, and is a hold (ETF – PSI- current stoploss 38.47)

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:
17.40 01-12 FBIOX 204.79 SBiotechnology
13.87 02-09 FDCPX 84.72 SComputers
13.28 03-08 FSPTX 151.70 STechnology
13.26 04-37 FSELX 103.81 SSemiconductors
12.82 05-22 FSRBX 33.36 SBanking
12.27 06-09 FSCHX 164.86 SChemicals
11.05 07-04 FWRLX 9.40 SWireless
11.04 08-18 FSHCX 89.93 SHealthCareServices
10.39 09-01 FHKCX 27.42 ChinaReqion
10.33 10-05 FSDAX 139.13 SDefense&Aerospace
10.05 11-06 FSLEX 24.38 SEnvironmental&AltEnergy
9.97 12-19 FSLBX 71.48 SBrokerageandInvestmentManagement
9.87 13-19 FIDSX 102.88 SFinancialServices
9.79 14-06 FOCPX 93.20 OTCPortfolio
9.47 15-05 FNCMX 77.58 NasdaqCompositeIndex
9.41 16-01 FCPGX 22.44 SmallCapGrowth
9.36 17-02 FSCSX 143.74 SSoftware&ITServices
9.23 18-01 FSEAX 35.19 EmergingAsia
9.10 19-19 FARNX 13.67 EventDrivenOpportunities
9.02 20-01 FDSVX 28.51 Growth Discovery
Last week:
19.49 01-11 FBIOX 206.52 SBiotechnology
14.75 02-21 FSRBX 33.70 SBanking
12.98 03-36 FSELX 102.83 SSemiconductors
12.94 04-08 FDCPX 83.41 SComputers
11.50 05-17 FSHCX 89.78 SHealthCareServices
11.42 06-07 FSPTX 148.16 STechnology
11.19 07-18 FIDSX 103.57 SFinancialServices
11.16 08-08 FSCHX 162.18 SChemicals
10.65 09-18 FSLBX 71.54 SBrokerageandInvestmentManagement
9.58 10-04 FSDAX 137.43 SDefense&Aerospace
9.45 11-05 FOCPX 92.43 OTCPortfolio
9.07 12-18 FARNX 13.60 EventDrivenOpportunities
8.96 13-03 FWRLX 9.17 SWireless
8.83 14-04 FNCMX 76.74 NasdaqCompositeIndex
8.68 15-01 FSCSX 142.14 SSoftware&ITServices
8.37 16-03 FBCVX 18.45 BlueChipValue
8.32 17-05 FSLEX 23.87 SEnvironmental&AltEnergy
8.26 18-02 FSPCX 80.47 SInsurance
8.21 19-01 FSMEX 41.81 SMedicalEquipment&Systems
8.18 20-01 FSDCX 34.25 SCommunicationsEquipment

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%

I am following 114 Fidelity funds and slowly eliminating poor performing funds since I feel 100 funds is enough. However, this week for the first time I remember, there are NO funds which have an improving deviation over the last two weeks. My measure of deviation is the current fund price as a percentage above the fund’s exponentially smoothed 39 week moving  average. The highest deviation this week is SBiotechnology at 19.49% and the lowest is SEnergyService at 0.56%. The last three week deviations for SBiotechology are 15.21% two weeks ago, 21.58% last week, and 19.49% now – not an increasing deviation trend. I do not buy funds unless they have two weeks of improving deviations and are in my top 20 funds list.

“The DecisionPoint Report” from Stockcharts.com: (https://stockcharts.com/webinars/archives/)
On Wednesday, 22Feb, the short term outlook is neutral, intermediate term outlook is bullish, long term outlook bullish.
On Friday, 03Mar, the short term outlook is neutral, intermediate term outlook is neutral to bullish, long term outlook bullish.
On Friday, 10Mar, the short term outlook is neutral to bearish, intermediate term outlook is neutral to bearish, long term outlook bullish.

My S&P500 is in RSP (SPY EW) which has a price of 90.91, 50 day MA of 89.30, a 200 day MA of 84.44, and a 7% stop loss is 85.81. This is not an investment to buy and hold.

IBD TBP’s Market Pulse is “Confirmed Uptrend” as of 08Dec. Time to invest. However after this week everything seems to be in pause mode. Maybe a pause before a further move up, or maybe a top. I do not know, but would not be buying anything this week.

My current investments:
IRA#1 and IRA#2
SBanking has a price of 33.70, a sell price 32.40, a rank of 02, and is a hold. (ETF – KRE- current stoploss 55.20)
IRA#2
SSemiconductors has a price of 102.83, a sell price 97.69, a rank of 03, and is a hold. ( ETF – SMH – current stoploss 71.43)
STransportation has a price of 90.84, a sell price 89.59, a rank of 53, and is a hold until I decide to buy something. (ETF – XTN – current stoploss 52.76)
SBiotechnology has a price of 206.52, a sell price 197.59, a rank of 01, and is a hold. (ETF – XBI – current stoploss 66.50)
SComputers has a price of 83.41, a sell price 79.53, a rank of of 04, 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:
19.49 01-11 FBIOX 206.52 SBiotechnology
14.75 02-21 FSRBX 33.70 SBanking
12.98 03-36 FSELX 102.83 SSemiconductors
12.94 04-08 FDCPX 83.41 SComputers
11.50 05-17 FSHCX 89.78 SHealthCareServices
11.42 06-07 FSPTX 148.16 STechnology
11.19 07-18 FIDSX 103.57 SFinancialServices
11.16 08-08 FSCHX 162.18 SChemicals
10.65 09-18 FSLBX 71.54 SBrokerageandInvestmentManagement
9.58 10-04 FSDAX 137.43 SDefense&Aerospace
9.45 11-05 FOCPX 92.43 OTCPortfolio
9.07 12-18 FARNX 13.60 EventDrivenOpportunities
8.96 13-03 FWRLX 9.17 SWireless
8.83 14-04 FNCMX 76.74 NasdaqCompositeIndex
8.68 15-01 FSCSX 142.14 SSoftware&ITServices
8.37 16-03 FBCVX 18.45 BlueChipValue
8.32 17-05 FSLEX 23.87 SEnvironmental&AltEnergy
8.26 18-02 FSPCX 80.47 SInsurance
8.21 19-01 FSMEX 41.81 SMedicalEquipment&Systems
8.18 20-01 FSDCX 34.25 SCommunicationsEquipment
Last week:
21.58 01-10 FBIOX 207.99 SBiotechnology
17.02 02-20 FSRBX 34.10 SBanking
14.13 03-07 FDCPX 83.72 SComputers
13.46 04-17 FSHCX 90.80 SHealthCareServices Yes
13.38 05-07 FSCHX 164.44 SChemicals
13.06 06-35 FSELX 102.20 SSemiconductors
12.71 07-17 FIDSX 104.37 SFinancialServices
12.04 08-06 FSPTX 148.09 STechnology
12.00 09-17 FSLBX 72.01 SBrokerageandInvestmentManagement
11.77 10-17 FARNX 13.87 EventDrivenOpportunities
11.01 11-03 FSDAX 138.53 SDefense&Aerospace
10.80 12-04 FOCPX 93.10 OTCPortfolio
10.03 13-02 FBCVX 18.65 BlueChipValue
9.96 14-02 FWRLX 9.21 SWireless Yes
9.92 15-03 FNCMX 77.15 NasdaqCompositeIndex
9.88 16-01 FSPCX 81.32 SInsurance Yes
9.77 17-18 FSRFX 93.66 STransportation
9.71 18-04 FSLEX 24.07 SEnvironmental&AltEnergy
9.70 19-05 FSVLX 14.03 SConsumerFinance
9.64 20-01 FLCSX 31.15 LargeCapStock

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%

The market continues up. John Pugliano produces a Wealthsteading podcast and lately produced a YouTube video on How to chart a Simple Moving Average with Yahoo Finance. He gets a little to deep for me, but a 50, 200, and maybe a 100 moving average are worth watching. https://www.youtube.com/watch?v=tgWctQ8jfKU Yahoo has some problems with charting total return – it does it wrong. If a fund produces a dividend of 10%, Yahoo will show a price decline of 10% – correct if you just chart the price, but since you now own 10% more shares, the dividend adjusted price should be plotted. Yahoo finance response is also slow. I switched to Google Finance, but their reported prices are a day or more behind on some ETF prices.

“The DecisionPoint Report” from Stockcharts.com: (https://stockcharts.com/webinars/archives/)
On Friday, 17Feb, the short term outlook is bearish, intermediate term outlook is bullish, long term outlook bullish.
On Wednesday, 22Feb, the short term outlook is neutral, intermediate term outlook is bullish, long term outlook bullish.
On Friday, 03Mar, 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 91.66, 50 day MA of 88.98, a 200 day MA of 84.12, and a 7% stop loss is 85.81. 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 34.10, a sell price 32.40, a rank of 02, and is a hold. (ETF – KRE- current stoploss 55.20)
IRA#2
SSemiconductors has a price of 102.20, a sell price 97.09, a rank of 06, and is a hold. ( ETF – SMH – current stoploss 71.43)
STransportation has a price of 93.66, a sell price 89.59, a rank of 17, and is a hold. (ETF – XTN – current stoploss 52.76)
SBiotechnology has a price of 207.99, a sell price 197.59, a rank of 01, and is a hold. (ETF – XBI – current stoploss 66.47)
SComputers has a price of 83.72, a sell price 79.53, 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:
21.58 01-10 FBIOX 207.99 SBiotechnology
17.02 02-20 FSRBX 34.10 SBanking
14.13 03-07 FDCPX 83.72 SComputers
13.46 04-17 FSHCX 90.80 SHealthCareServices Yes
13.38 05-07 FSCHX 164.44 SChemicals
13.06 06-35 FSELX 102.20 SSemiconductors
12.71 07-17 FIDSX 104.37 SFinancialServices
12.04 08-06 FSPTX 148.09 STechnology
12.00 09-17 FSLBX 72.01 SBrokerageandInvestmentManagement
11.77 10-17 FARNX 13.87 EventDrivenOpportunities
11.01 11-03 FSDAX 138.53 SDefense&Aerospace
10.80 12-04 FOCPX 93.10 OTCPortfolio
10.03 13-02 FBCVX 18.65 BlueChipValue
9.96 14-02 FWRLX 9.21 SWireless Yes
9.92 15-03 FNCMX 77.15 NasdaqCompositeIndex
9.88 16-01 FSPCX 81.32 SInsurance Yes
9.77 17-18 FSRFX 93.66 STransportation
9.71 18-04 FSLEX 24.07 SEnvironmental&AltEnergy
9.70 19-05 FSVLX 14.03 SConsumerFinance
9.64 20-01 FLCSX 31.15 LargeCapStock
Last 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

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%