Month: July 2017

Not a good week. The sum of the deviation declined and this week only 11 of the 100 funds I follow are rated buy. Last week it was 54.

This week’s Consulo Mack WealthTrack show featured an interview with Michael Lippert manager of the Baron Opportunity Fund. Unlike most of Consulo Mack’s guests, Lippert is a growth manager rather than a value manager. The 3 stocks he mentioned, which he owns, are Amazon (AMZN), Guidewire Software (GWRE), CoStar Group (CSGP). Mr Lippert looks for stock which he thinks will grow over the next 5 year.

The 5 stocks I mentioned two weeks ago (up 100.2% to 254.5% this year) which were from a podcast – Zacks Market Edge by Tracey Ryniec – are up another 7.43% to 37.98% over the last 2 weeks. Perhaps I should listen to Tracey Ryniec more.

One indication of market peak is a peak in the total amount of margin debt and security based loans. The 2007 peak was 43% higher than the 1999 peak. The 2016 peak is 91% higher than the 2007 peak. Margin works great in an up market. You can make twice as much on a stock, minus a small amount of interest paid on the margin loan. In a down market you can lose twice as much plus the interest paid on the margin loan. That is with a dollar invested and a dollar borrowed to invest. Some investment companies leverage more, Bear Stearns which went bankrupt in March 08, was leveraged 36 to 1 or for each dollar invested they borrowed 36 to also invest.
My S&P500 is in RSP (SPY EW) which has a price of 94.20, 50 day MA of 92.75, a 200 day MA of 88.82, and a 7% stop loss is 87.99. The ratio between SPY and RSP still indicates the larger capitalization stocks are doing better than the average. Generally not a positive indicator.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 170.57, a sell price 162.49, a rank of 03, and is a hold. ( ETF – CQQQ – current stoploss 47.67 )
IRA#2
SComputers has a price of 87.86, a sell price 84.96, a rank of of 31, and is a hold. (ETF – PSI – stopped out 6/12 11% gain)
SLeasure has a price of 156.58, a sell price 156.63, a rank of 70, and is a sell. (ETF – IBUY – stoploss not allowed – I plan to hold IBUY longer, its price is 5.6% above a sell price)
OTCPortfolio has a price of 106.61, a sell price 101.39, a rank of 07, and is a hold. (ETF – MTUM – stoploss 85.81)
EmergingMarketsIndex – IC has a price of 10.61, a sell price 10.08, and a rank of 01. (ETF – EEMO – stoploss 17.85)

My portfolio changes this weekend:
IRA #1 – None
IRA #2 – Sell SLeasure

My portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 80% 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:
15.89 01-03 FPEMX 10.61 EmergingMarketsIndex – IC
15.79 02-12 FHKCX 31.78 ChinaReqion Yes
14.23 03-27 FSPTX 170.57 STechnology
14.01 04-10 FSEAX 40.51 EmergingAsia
12.83 05-06 FBIOX 219.80 SBiotechnology
12.18 06-03 FISMX 28.41 InternationalSmallCap
11.94 07-25 FOCPX 106.61 OTCPortfolio
11.78 08-14 FDSVX 31.70 Growth Discovery
11.58 09-03 FPBFX 32.76 PacificBasin
11.17 10-17 FEMKX 29.25 EmergingMarkets
11.05 11-11 FSCOX 17.98 InternationalSmallCapOpportunities
10.94 12-02 FTIEX 8.98 TotalInternationalEquity
10.86 13-01 FARNX 14.57 EventDrivenOpportunities Yes
10.57 14-01 FIGRX 44.71 InternationalDiscovery Yes
10.50 15-03 FBGRX 83.83 BlueChipGrowth
10.41 16-01 FIREX 11.16 InternationalRealEstate Yes
10.12 17-03 FSCSX 155.93 SSoftware&ITServices
10.06 18-01 FSDAX 149.03 SDefense&Aerospace Yes
9.87 19-02 FSVLX 14.44 SConsumerFinance
9.85 20-02 FCNTX 118.79 Contrafund
Last week:
16.43 01-02 FPEMX 10.57 EmergingMarketsIndex – IC Yes
15.41 02-26 FSPTX 171.04 STechnology Yes
15.25 03-11 FHKCX 31.37 ChinaReqion Yes
14.65 04-05 FBIOX 221.84 SBiotechnology Yes
14.46 05-09 FSEAX 40.37 EmergingAsia Yes
13.78 06-04 FSLBX 79.08 SBrokerageandInvestmentManagement Yes
12.78 07-24 FOCPX 106.73 OTCPortfolio Yes
12.45 08-01 FSRBX 35.09 SBanking
12.37 09-13 FDSVX 31.67 Growth Discovery Yes
12.27 10-02 FISMX 28.25 InternationalSmallCap Yes
11.72 11-02 FPBFX 32.60 PacificBasin Yes
11.51 12-10 FSCOX 17.95 InternationalSmallCapOpportunities Yes
11.38 13-02 FSCSX 156.87 SSoftware&ITServices Yes
11.37 14-16 FEMKX 29.13 EmergingMarkets
11.27 15-02 FBGRX 83.95 BlueChipGrowth Yes
11.25 16-01 FAUIX 12.31 LargeCapGrowthIndex – IC Yes
11.21 17-01 FTIEX 8.95 TotalInternationalEquity Yes
11.13 18-01 FDCPX 89.43 SComputers Yes
10.90 19-01 FSVLX 14.50 SConsumerFinance Yes
10.28 20-01 FCNTX 118.64 Contrafund Yes
IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Jun17 1m-2% 3m+3% 6m+0% 12m+7% 24m-4% 36m+9% 60m+71% 120m-11%
May17 1m+5% 3m-5% 6m+8% 12m+12% 24m-6% 36m+18% 60m+75% 120m-6%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – CashReserve(FDRXX)(31Jul17) from SLeasure(FDLSX)
20% – EmergingMarketsIndex – IC(FPEMX)(24Jul17) from CashResrves(FDRXX)
20% – OTCPortfolio(FOCPX)(15May17) from CashReserves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
20% – SComputers(FDCPX)(13Feb17) from SNaturalGas(FSNGX)
Jun17 1m-2% 3m+1% 6m+5% 12m+9% 24m+7% 36m+11% 60m+24% 120m+20%
May17 1m+4% 3m+2% 6m10% 12m+18% 24m+7% 36m+15% 60m+27% 120m+23%
Average annual return since 1/82 11%

My report is a little late this week, I had to spend Saturday helping Donald Duck run Disney’s Animal Kingdom. It rained.

This was a good week. I did not think it was this good until I worked the numbers and it is a buy week.

Returns for June IRA#1 -2%, IRA#2 -2%, QQQ -3%, SPY/RSP 1% – not a great month.
For the last 3 months, IRA#1 3%, IRA#2 1%, QQQ 4%, SPY/RSP 2%
For the last 6 months, IRA#1 0%, IRA#2 5%, QQQ 16%, SPY/RSP 7%
For the last 12 months, IRA#1 7%, IRA#2 9%, QQQ 28%, SPY/RSP 16%
May portfolio changes:
IRA#1 – None – Invested 100% in FSPTX
IRA#2 – None – Invested 20% in FSELX, FDCPX, FSPTX, FDLSX, and in cash
QQQ – None – Invested 100% in QQQ
SPY/RSP – None – Invested 100% in RSP
DWTR – I am no longer going to invest in this ETF. It is an ETF which slowly rotates between 10 sector ETFs. The results have not proved as good as I thought it should be. It may be a fine investment for an investor who never wants to manage his investments.

My S&P500 is in RSP (SPY EW) which has a price of 94.31, 50 day MA of 92.40, a 200 day MA of 88.52, and a 7% stop loss is 87.74. In a recent podcast from MacroVoices, the guest pointed out that SPY (the capitalization weighted S&P500 ETF) is out performing RSP (the equal weighted S&P500 ETF) by a ratio equal to when it did in 2007. Generally it does not.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 171.04, a sell price 162.49, a rank of 02, and is a hold. ( ETF – CQQQ – current stoploss 47.67 )
IRA#2
SComputers has a price of 89.43, a sell price 84.96, a rank of of 18, and is a hold. (ETF – PSI – stopped out 6/12 11% gain)
SLeasure has a price of 159.03, a sell price 156.63, a rank of 51, and will be sold when there is another fund to buy. (ETF – IBUY – stoploss not allowed)
OTCPortfolio has a price of 106.73, a sell price 101.39, a rank of 07, and is a hold. (ETF – MTUM – stoploss 85.60)
EmergingMarketsIndex – IC is a buy and has a price of 10.57, a sell price TBD, and a rank of 01. (ETF – EEMO)
00% Cash in IRA#01 and 00% Cash in IRA#2.

My portfolio changes this weekend:
IRA #1 – None
IRA #2 – Invest 20% in EmergingMarketsIndex – IC

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:
16.43 01-02 FPEMX 10.57 EmergingMarketsIndex – IC Yes
15.41 02-26 FSPTX 171.04 STechnology Yes
15.25 03-11 FHKCX 31.37 ChinaReqion Yes
14.65 04-05 FBIOX 221.84 SBiotechnology Yes
14.46 05-09 FSEAX 40.37 EmergingAsia Yes
13.78 06-04 FSLBX 79.08 SBrokerageandInvestmentManagement Yes
12.78 07-24 FOCPX 106.73 OTCPortfolio Yes
12.45 08-01 FSRBX 35.09 SBanking
12.37 09-13 FDSVX 31.67 Growth Discovery Yes
12.27 10-02 FISMX 28.25 InternationalSmallCap Yes
11.72 11-02 FPBFX 32.60 PacificBasin Yes
11.51 12-10 FSCOX 17.95 InternationalSmallCapOpportunities Yes
11.38 13-02 FSCSX 156.87 SSoftware&ITServices Yes
11.37 14-16 FEMKX 29.13 EmergingMarkets
11.27 15-02 FBGRX 83.95 BlueChipGrowth Yes
11.25 16-01 FAUIX 12.31 LargeCapGrowthIndex – IC Yes
11.21 17-01 FTIEX 8.95 TotalInternationalEquity Yes
11.13 18-01 FDCPX 89.43 SComputers Yes
10.90 19-01 FSVLX 14.50 SConsumerFinance Yes
10.28 20-01 FCNTX 118.64 Contrafund Yes
Last week:
14.14 01-25 FSPTX 167.91 STechnology
13.29 02-10 FHKCX 31.07 ChinaReqion
13.04 03-04 FBIOX 216.51 SBiotechnology Yes
12.74 04-15 FEMKX 28.88 EmergingMarkets
12.64 05-12 FNORX 54.12 Nordic
12.34 06-08 FSEAX 39.86 EmergingAsia
11.96 07-23 FOCPX 105.33 OTCPortfolio
11.32 08-05 FSMEX 46.83 SMedicalEquipment&Systems
10.93 09-02 FSAIX 81.98 SAirTransportation Yes
10.84 10-01 FSCSX 154.98 SSoftware&ITServices Yes
10.81 11-01 FPEMX 10.47 EmergingMarketsIndex – IC
10.28 12-01 FBGRX 82.88 BlueChipGrowth
10.17 13-03 FSLBX 75.64 SBrokerageandInvestmentManagement Yes
10.07 14-12 FIEUX 40.58 Europe
10.04 15-12 FDSVX 31.34 Growth Discovery Yes
10.02 16-01 FEDDX 14.24 EmergingMarketsDiscovery
9.89 17-09 FSCOX 17.76 InternationalSmallCapOpportunities
9.89 18-02 FSELX 106.64 SSemiconductors
9.85 19-01 FISMX 27.99 InternationalSmallCap
9.82 20-01 FPBFX 32.12 PacificBasin
IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Jun17 1m-2% 3m+3% 6m+0% 12m+7% 24m-4% 36m+9% 60m+71% 120m-11%
May17 1m+5% 3m-5% 6m+8% 12m+12% 24m-6% 36m+18% 60m+75% 120m-6%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – CashResrves(FDRXX)(03Jul17) from SSemiconductors(FSELX)
20% – OTCPortfolio(FOCPX)(15May17) from CashReserves(FDRXX)
20% – SLeasure(FDLSX)(08May17) from CashReserves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
20% – SComputers(FDCPX)(13Feb17) from SNaturalGas(FSNGX)
Jun17 1m-2% 3m+1% 6m+5% 12m+9% 24m+7% 36m+11% 60m+24% 120m+20%
May17 1m+4% 3m+2% 6m10% 12m+18% 24m+7% 36m+15% 60m+27% 120m+23%
Average annual return since 1/82 11%

This was a good week. Not quite good enough to buy anything since the sum of all the deviations has not been up 2 weeks in a row.

One of the many podcasts I received is WealthTrack by Consuelo Mack. Last week Burton Malkiel said his one investment for a long term diversified portfolio was an ETF total world stock Fund like VT. Two weeks ago Robert Kleinschmidt said he liked CBL, TSCO, and SM which he feels will be going up. Last year (2/5/16) on the show his one investment for a long term diversified portfolio was ETT XME which has doubled. This year his one investment for a long term diversified portfolio is ETF XOP. The shows are also available on wealthtrack.com.

Another interesting weekly podcast is Zacks Market Edge where Tracey Ryniec suggests value investments. On the 12Jul she reviewed 5 stocks which were valve stocks and most are still value stocks but are now performing like growth stocks. The 5 stocks are AAOI, WTW, CAI, TRTN, and KEM. This year the worst performing of the 5 is up 100.24% and the best is up 264.5%. Tracey points out that value stocks can be a good performers even when up 100%. The shows are also available on zacks.com. I do not intend to buy any of these, but if I did, I would buy 4 or 5, put in stop losses, and let the winners continue.

My S&P500 is in RSP (SPY EW) which has a price of 93.76, 50 day MA of 92.12, a 200 day MA of 88.23, and a 7% stop loss is 87.20. The relative changes between SPY and RSP, since RSP is not doing as well as SPY, is an indication that the big large capitalization stocks are doing better than the smaller ones since both ETFs contain the same 500 stocks. So the bigger stocks are doing well, but the rest of the market is not doing as well.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 167.91, a sell price 160.59, a rank of 01, and is a hold. ( ETF – CQQQ – current stoploss 45.86 )
IRA#2
SComputers has a price of 88.08, a sell price 84.05, a rank of of 23, and will be sold when there is another fund to buy. (ETF – PSI – stopped out 6/12 11% gain)
SLeasure has a price of 158.22, a sell price 156.63, a rank of 45, and will be sold when there is another fund to buy. (ETF – IBUY – stoploss not allowed)
OTCPortfolio has a price of 105.33, a sell price 100.42, a rank of 07, and is a hold. (ETF – MTUM – stoploss 85.24)
00% Cash in IRA#01 and 80% Cash in IRA#2.

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

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:
14.14 01-25 FSPTX 167.91 STechnology
13.29 02-10 FHKCX 31.07 ChinaReqion
13.04 03-04 FBIOX 216.51 SBiotechnology Yes
12.74 04-15 FEMKX 28.88 EmergingMarkets
12.64 05-12 FNORX 54.12 Nordic
12.34 06-08 FSEAX 39.86 EmergingAsia
11.96 07-23 FOCPX 105.33 OTCPortfolio
11.32 08-05 FSMEX 46.83 SMedicalEquipment&Systems
10.93 09-02 FSAIX 81.98 SAirTransportation Yes
10.84 10-01 FSCSX 154.98 SSoftware&ITServices Yes
10.81 11-01 FPEMX 10.47 EmergingMarketsIndex – IC
10.28 12-01 FBGRX 82.88 BlueChipGrowth
10.17 13-03 FSLBX 75.64 SBrokerageandInvestmentManagement Yes
10.07 14-12 FIEUX 40.58 Europe
10.04 15-12 FDSVX 31.34 Growth Discovery Yes
10.02 16-01 FEDDX 14.24 EmergingMarketsDiscovery
9.89 17-09 FSCOX 17.76 InternationalSmallCapOpportunities
9.89 18-02 FSELX 106.64 SSemiconductors
9.85 19-01 FISMX 27.99 InternationalSmallCap
9.82 20-01 FPBFX 32.12 PacificBasin
Last week:
12.55 01-03 FBIOX 214.10 SBiotechnology
11.21 02-11 FNORX 53.08 Nordic
10.76 03-04 FSMEX 46.32 SMedicalEquipment&Systems
10.53 04-01 FSAIX 81.21 SAirTransportation Yes
10.15 05-07 FSEAX 38.83 EmergingAsia
10.12 06-24 FSPTX 160.79 STechnology
10.09 07-02 FSLBX 75.18 SBrokerageandInvestmentManagement Yes
9.89 08-01 FSELX 106.09 SSemiconductors
9.35 09-09 FHKCX 29.78 ChinaReqion
9.24 10-22 FOCPX 102.13 OTCPortfolio
9.15 11-11 FDSVX 30.92 Growth Discovery
9.06 12-14 FEMKX 27.75 EmergingMarkets
8.65 13-02 FSLEX 24.95 SEnvironmental&AltEnergy
8.57 14-01 FSRFX 96.46 STransportation Yes
8.56 15-01 FSDAX 144.69 SDefense&Aerospace
8.39 16-03 FSPHX 224.78 SHealthCare
8.33 17-11 FIEUX 39.73 Europe
8.23 18-01 FPHAX 19.30 SPharmaceuticals
7.96 18-15 FDLSX 157.76 SLeisure
7.79 20-08 FSCOX 17.33 InternationalSmallCapOpportunities
IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Apr17 1m+0% 3m-3% 6m+4% 12m+3% 24m-10% 36m+13% 60m+51% 120m+4%
May17 1m+5% 3m-5% 6m+8% 12m+12% 24m-6% 36m+18% 60m+75% 120m-6%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – CashResrves(FDRXX)(03Jul17) from SSemiconductors(FSELX)
20% – OTCPortfolio(FOCPX)(15May17) from CashReserves(FDRXX)
20% – SLeasure(FDLSX)(08May17) from CashReserves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
20% – SComputers(FDCPX)(13Feb17) from SNaturalGas(FSNGX)
Apr17 1m-1% 3m+3% 6m+9% 12m+13% 24m+7% 36m+13% 60m+15% 120m+20%
May17 1m+4% 3m+2% 6m10% 12m+18% 24m+7% 36m+15% 60m+27% 120m+23%
Average annual return since 1/82 11%

Sort of a nothing week. Some indexes are up a little but nothing really says buy or sell. On the NYSE 57% of the stocks are above their 50 day moving average and on the Nasdaq the number is 56%. Out of the 100 Fidelity funds I follow only 7 have improving deviations over the last 3 weeks, and the sum of all deviation is down over the last 3 weeks. Not a week I am buying or selling anything.

Fidelity has about 20 classification of its funds. Every time I plan an update I search the dates in the classification header to make sure it is the latest update. Last week, it seems they updated the date before they updated the numbers and my quotes were incorrect since I had the previous day’s data. The updated numbers, shown below as last week, are slightly different than before but there were no changes to the analysis of sells.

Gary Kaltbaum is having a contest. Guess the value of the DJIA at the close on 31Dec17 (currently 21,414.34) and the closest guess will win. He has not decided exactly the prize but has said it will be about 3k in value. Send guess, name, phone, and email address to gkaltbaum@kaltbaum.net before end of the day Sunday 16Jul17. He as done this many times before and I’ve never won but my guess has been sent. You can review what he is saying about the contest at Garyk.com just click on one of his radio shows.

My S&P500 is in RSP (SPY EW) which has a price of 92.50, 50 day MA of 91.93, a 200 day MA of 87.96, and a 7% stop loss is 86.92. On Thursday, the low during the day was below the 50 day moving average. Since I am using a 7% stoploss I’ve not sold. It is up slightly over 3 months and down slightly over 1 month.

InestorsBusinessDaily TheBigPicture’s Market Pulse is – I’ve quit following this indicator. It just swings too often from buy to not buy.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 160.79, a sell price 160.59, a rank of 06, and is a hold. ( ETF – CQQQ – current stoploss 44.34 )
IRA#2
SComputers has a price of 83.72, a sell price 84.05, a rank of of 63, and will be sold when there is another fund to buy. (ETF – PSI – stopped out 6/12 11% gain)
SLeasure has a price of 157.76, a sell price 156.63, a rank of 18, and is a hold. (ETF – IBUY – stoploss not allowed)
OTCPortfolio has a price of 103.13, a sell price 100.42, a rank of 10, and is a hold. (ETF – MTUM – stoploss 84.43)
00% Cash in IRA#01 and 80% Cash in IRA#2.

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

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:
12.55 01-03 FBIOX 214.10 SBiotechnology
11.21 02-11 FNORX 53.08 Nordic
10.76 03-04 FSMEX 46.32 SMedicalEquipment&Systems
10.53 04-01 FSAIX 81.21 SAirTransportation Yes
10.15 05-07 FSEAX 38.83 EmergingAsia
10.12 06-24 FSPTX 160.79 STechnology
10.09 07-02 FSLBX 75.18 SBrokerageandInvestmentManagement Yes
9.89 08-01 FSELX 106.09 SSemiconductors
9.35 09-09 FHKCX 29.78 ChinaReqion
9.24 10-22 FOCPX 102.13 OTCPortfolio
9.15 11-11 FDSVX 30.92 Growth Discovery
9.06 12-14 FEMKX 27.75 EmergingMarkets
8.65 13-02 FSLEX 24.95 SEnvironmental&AltEnergy
8.57 14-01 FSRFX 96.46 STransportation Yes
8.56 15-01 FSDAX 144.69 SDefense&Aerospace
8.39 16-03 FSPHX 224.78 SHealthCare
8.33 17-11 FIEUX 39.73 Europe
8.23 18-01 FPHAX 19.30 SPharmaceuticals
7.96 18-15 FDLSX 157.76 SLeisure
7.79 20-08 FSCOX 17.33 InternationalSmallCapOpportunities
Last week:
12.38 01-10 FNORX 53.32 Nordic
12.03 02-08 FHKCX 30.36 ChinaReqion
11.72 03-02 FBIOX 211.11 SBiotechnology
11.28 04-03 FSMEX 46.27 SMedicalEquipment&Systems
11.00 05-06 FSEAX 38.92 EmergingAsia
10.84 06-23 FSPTX 160.98 STechnology
10.63 07-21 FOCPX 102.92 OTCPortfolio
9.97 08-13 FEMKX 27.85 EmergingMarkets
9.44 09-04 FPBFX 31.72 PacificBasin
9.42 10-07 FSCOX 17.52 InternationalSmallCapOpportunities
9.33 11-01 FISMX 27.60 InternationalSmallCap
9.22 12-01 FSLBX 74.19 SBrokerageandInvestmentManagement
8.95 13-10 FIEUX 39.78 Europe
8.87 14-01 FSAIX 79.55 SAirTransportation
8.70 15-02 FSPHX 224.43 SHealthCare
8.64 16-14 FDLSX 158.08 SLeisure
8.58 17-01 FSLEX 24.82 SEnvironmental&AltEnergy
8.47 18-10 FDSVX 30.58 Growth Discovery
8.34 19-01 FOSFX 46.90 Overseas
8.20 20-09 FIGFX 12.70 InternationalGrowth
IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Apr17 1m+0% 3m-3% 6m+4% 12m+3% 24m-10% 36m+13% 60m+51% 120m+4%
May17 1m+5% 3m-5% 6m+8% 12m+12% 24m-6% 36m+18% 60m+75% 120m-6%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – CashResrves(FDRXX)(03Jul17) from SSemiconductors(FSELX)
20% – OTCPortfolio(FOCPX)(15May17) from CashReserves(FDRXX)
20% – SLeasure(FDLSX)(08May17) from CashReserves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
20% – SComputers(FDCPX)(13Feb17) from SNaturalGas(FSNGX)
Apr17 1m-1% 3m+3% 6m+9% 12m+13% 24m+7% 36m+13% 60m+15% 120m+20%
May17 1m+4% 3m+2% 6m10% 12m+18% 24m+7% 36m+15% 60m+27% 120m+23%
Average annual return since 1/82 11%