Month: August 2017

Not a bad week, just sort of a blah week. The sum of all deviations, which I use to measure the market trend, moved up to 573, from 496, but 573 is just a little above where it was two weeks ago and below the previous three weeks. The percent of NYSE stocks whose individual point and figure charts have buy signals is 58.90%. In the last 2 years it has been as high as 76% in Feb17 and as low as 25% in Jan16. 58% is not good, not bad, just sort of ok. Of the 100 Fidelity mutual funds I follow, 22 are listed as buy. Of these 22, 17 are international funds which are probably helped by the falling dollar which has declined from a value of 103+ to 92+ since Dec16.

July returns for IRA#1 5%, IRA#2 1%, QQQ 4%, SPY/RSP 2% – not a bad month.
For the last 3 months, IRA#1 8%, IRA#2 2%, QQQ 5%, SPY/RSP 3%
For the last 6 months, IRA#1 5%, IRA#2 5%, QQQ 15%, SPY/RSP 7%
For the last 12 months, IRA#1 5%, IRA#2 5%, QQQ 25%, SPY/RSP 13%
July portfolio changes:
IRA#1 – None – Invested 100% in FSPTX
IRA#2 – Purchased FPEMX on 24Jul, Sold FDLSX on 31Jul – Invested 20% in FSELX, FDCPX, FSPTX, FPEMX, and in cash
QQQ – None – Invested 100% in QQQ
SPY/RSP – None – Invested 100% in RSP

My S&P500 investment is in RSP (S&P500 EqualWeighted) which has a price of 92.46, 50 day MA of 93.15, a 200 day MA of 90.04, and a 7% stop loss is 87.99. Both RSP (S&P500 EqualWeighted) and SPY (S&P500 capitalization weighted) are below their 50 day moving average – the second week in a row. The 50 day average is a price at which many investors sell, and others just do not buy anymore.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 172.8, a sell price 163.19, a rank of 05, and is a hold. (ETF – CQQQ – current stoploss 50.93)
IRA#2
SComputers has a price of 87.99, a sell price 84.96, a rank of of 30, and is a hold for now. (ETF – PSI – stopped out 6/12 11% gain)
OTCPortfolio has a price of 105.83, a sell price 101.39, a rank of 16, and is a hold. (ETF – MTUM – stoploss 86.58)
EmergingMarketsIndex – IC has a price of 10.86, a sell price 10.32, and a rank of 02. (ETF – EEMO – stoploss 18.48)

Last week I said I was still holding IBUY – well it turns out it had been sold on Friday 18Aug – stoploss hit.
IBUY was purchased on 5/8 and sold on 8/18 for a gain of 7.5%. It is now down 0.5% since the sale.
FDLSX was purchased on 5/8 and sold on 7/31 for a gain of 1.3%. It is now up 0.5% since the sale.

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:
15.19 01-16 FHKCX 32.58 ChinaReqion Yes
15.16 02-08 FPEMX 10.86 EmergingMarketsIndex – IC Yes
13.06 03-03 FLATX 25.07 LatinAmerica Yes
12.66 04-14 FSEAX 41.06 EmergingAsia Yes
12.32 05-31 FSPTX 172.09 STechnology Yes
11.53 06-21 FEMKX 29.98 EmergingMarkets Yes
10.54 07-07 FPBFX 33.15 PacificBasin Yes
10.47 08-07 FISMX 28.60 InternationalSmallCap
9.93 09-02 FEDDX 14.70 EmergingMarketsDiscovery Yes
9.45 10-05 FSDAX 151.39 SDefense&Aerospace
9.39 11-18 FDSVX 30.93 Growth Discovery
9.31 12-06 FTIEX 9.02 TotalInternationalEquity Yes
9.24 13-03 FSUTX 85.28 SUtilities Yes
9.24 14-01 FFGCX 11.83 GlobalCommodityStock
9.17 15-05 FIGRX 45.00 InternationalDiscovery Yes
8.96 16-09 FOCPX 105.83 OTCPortfolio
8.82 17-02 FIVFX 20.14 InternationalCapApp Yes
8.66 18-15 FSCOX 17.93 InternationalSmallCapOpportunities Yes
8.44 19-05 FIREX 11.17 InternationalRealEstate
8.22 20-01 FBIOX 214.17 SBiotechnology
Last week:
13.51 01-15 FHKCX 31.85 ChinaReqion
13.20 02-07 FPEMX 10.59 EmergingMarketsIndex – IC
11.76 03-13 FSEAX 40.46 EmergingAsia
11.61 04-30 FSPTX 169.89 STechnology
10.80 05-02 FLATX 24.40 LatinAmerica
10.30 06-20 FEMKX 29.47 EmergingMarkets
10.02 07-06 FPBFX 32.81 PacificBasin
9.60 08-06 FISMX 28.22 InternationalSmallCap
9.22 09-17 FDSVX 30.73 Growth Discovery
9.09 10-04 FSDAX 150.14 SDefense&Aerospace
8.77 11-02 FSUTX 84.50 SUtilities
8.63 12-05 FTIEX 8.92 TotalInternationalEquity
8.49 13-14 FSCOX 17.82 InternationalSmallCapOpportunities
8.33 14-01 FEDDX 14.41 EmergingMarketsDiscovery
8.29 15-04 FIGRX 44.42 InternationalDiscovery
8.24 16-04 FIREX 11.10 InternationalRealEstate
8.15 17-08 FOCPX 104.55 OTCPortfolio
7.98 18-01 FIVFX 19.89 InternationalCapApp
7.39 19-01 FSVLX 14.30 SConsumerFinance
7.02 20-01 FSCSX 153.38 SSoftware&ITServices

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Jul17 1m+5% 3m+8% 6m+5% 12m+6% 24m+7% 36m+17% 60m+81% 120m-18%
Jun17 1m-2% 3m+3% 6m+0% 12m+7% 24m-4% 36m+9% 60m+71% 120m-11%
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)
Jul17 1m+1% 3m+2% 6m+5% 12m+5% 24m+7% 36m+16% 60m+25% 120m+22%
Jun17 1m-2% 3m+1% 6m+5% 12m+9% 24m+7% 36m+11% 60m+24% 120m+20%
Average annual return since 1/82 11%

Another not so good a week. Another week where none of the 100 funds I follow are rated by buy – an increasing deviation two weeks in a row is required. Another indication is that over the last 4 weeks (5 numbers) the sum of all deviations has been decreasing – not good.

On the Monday Investors Edge show, Gary Kaltbaum had a phone interview with Jim Rohrbach of investment-models.com. Jim said on Friday (11Aug) his numbers said sell the NYSE index and the previous day his numbers said sell the Nasdaq index. He had been fully invested prior to this change and all his clients are now in cash. Jim offered all listeners 2 months of his newsletter free. Just send an email to Jim@rixindex.com and request free newsletters. He sends out 2 newsletters per week. It is worth the email.

On Tuesday’s Fox Business News, Maria Bartiromo had a Charles Schwab senior analyst who said it may sound like funny magic but on the average during years ending in 7 (like 2017) the market has a down trend between August and November. A marketwatch article talks about the same idea – http://www.marketwatch.com/story/beware-of-the-curse-of-the-number-7-in-the-stock-market-2017-07-21 .

My S&P500 investment is in RSP (S&P500 EqualWeighted) which has a price of 91.58, 50 day MA of 93.22, a 200 day MA of 89.74, and a 7% stop loss is 87.99. Both RSP (S&P500 EqualWeighted) and SPY (S&P500 capitalization weighted) are below their 50 Day moving average – the second week in a row. The 50 day average is a price at which many investors sell, and others just do not buy anymore. Not a good sign.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 169.89, a sell price 162.49, a rank of 04, and is a hold. (ETF – CQQQ – current stoploss 49.65)
IRA#2
SComputers has a price of 86.58, a sell price 84.96, a rank of of 34, and is a hold. (ETF – PSI – stopped out 6/12 11% gain)
OTCPortfolio has a price of 104.55, a sell price 101.39, a rank of 17, and is a hold. (ETF – MTUM – stoploss 86.58)
EmergingMarketsIndex – IC has a price of 10.59, a sell price 10.12, and a rank of 02. (ETF – EEMO – stoploss 18.14)
ETF – IBUY – stoploss 35.03 – I plan to hold IBUY until it is stopped out even though SLeasure was sold. 

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:
13.51 01-15 FHKCX 31.85 ChinaReqion
13.20 02-07 FPEMX 10.59 EmergingMarketsIndex – IC
11.76 03-13 FSEAX 40.46 EmergingAsia
11.61 04-30 FSPTX 169.89 STechnology
10.80 05-02 FLATX 24.40 LatinAmerica
10.30 06-20 FEMKX 29.47 EmergingMarkets
10.02 07-06 FPBFX 32.81 PacificBasin
9.60 08-06 FISMX 28.22 InternationalSmallCap
9.22 09-17 FDSVX 30.73 Growth Discovery
9.09 10-04 FSDAX 150.14 SDefense&Aerospace
8.77 11-02 FSUTX 84.50 SUtilities
8.63 12-05 FTIEX 8.92 TotalInternationalEquity
8.49 13-14 FSCOX 17.82 InternationalSmallCapOpportunities
8.33 14-01 FEDDX 14.41 EmergingMarketsDiscovery
8.29 15-04 FIGRX 44.42 InternationalDiscovery
8.24 16-04 FIREX 11.10 InternationalRealEstate
8.15 17-08 FOCPX 104.55 OTCPortfolio
7.98 18-01 FIVFX 19.89 InternationalCapApp
7.39 19-01 FSVLX 14.30 SConsumerFinance
7.02 20-01 FSCSX 153.38 SSoftware&ITServices
Last week:
12.89 01-14 FHKCX 31.45 ChinaReqion
12.37 02-06 FPEMX 10.44 EmergingMarketsIndex – IC
11.33 03-29 FSPTX 168.43 STechnology
10.48 04-12 FSEAX 39.75 EmergingAsia
10.38 05-03 FSDAX 151.18 SDefense&Aerospace
9.85 06-05 FISMX 28.14 InternationalSmallCap
9.64 07-16 FDSVX 30.70 Growth Discovery
8.88 08-05 FPBFX 32.30 PacificBasin
8.86 09-07 FOCPX 104.79 OTCPortfolio
8.57 10-01 FIVLX 8.85 InternationalValue
8.51 11-03 FIREX 11.08 InternationalRealEstate
8.34 12-19 FEMKX 28.79 EmergingMarkets
8.30 13-13 FSCOX 17.71 InternationalSmallCapOpportunities
8.18 14-03 FIGRX 44.18 InternationalDiscovery
8.14 15-02 FWRLX 9.91 SWireless
8.06 16-01 FJSCX 17.60 JapanSmallerCompanies
8.03 17-04 FTIEX 8.83 TotalInternationalEquity
7.91 18-01 FLATX 23.63 LatinAmerica
7.83 19-01 FSUTX 83.38 SUtilities
7.79 20-02 FBGRX 82.55 BlueChipGrowth

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%

Not a good week. One of the first weeks ever that none of the deviations of the 100 mutual funds I follow are up 2 weeks in a row. For each fund, I compute the percent the fund is above its 39 week exponentially smoothed moving average. For example, this week Fidelity China Region fund’s price is 12.89% (which I refer to as deviation) above it’s 39 week exponentially smoothed moving average. Last week this fund’s deviation was 15.39. Two weeks ago the deviation was 15.79. While the fund price may be going up, it’s rate of increase is decreasing and the deviation has not been increasing two weeks in row. The result is that it is not a buy as well as the other 99 funds which are not buys.

One of the loosely investment related YouTube videos I like to watch is Gerald Celente. He can be a little outrageous at times. In his video published on 11Aug17, he comments on world markets, interest rates, the way the US and the United Kingdom created the IRAN problem in 1952, etc.

Another YouTube video providing a good world economic view is Boom Bust RT – YouTube.com/BoomBustRT. On the 08Aug17 show they reported the US that credit card debt is 1.021T, the US student loan debt is 1.4T, and US household debt is 12.0T, all of which are records, beating the previous records set in 2008. We, and the rest of the world, have learned nothing about the down side of debt.

My S&P500 investment is in RSP (S&P500 EqualWeighted) which has a price of 92.20, 50 day MA of 93.20, a 200 day MA of 89.44, and a 7% stop loss is 87.99. Both RSP (S&P500 EqualWeighted) and SPY (S&P500 capitalization weighted) are below their 50 Day moving average. The 50 day average is a price at which many investors sell, and others just do not buy anymore. Not a good sign.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 168.43, a sell price 162.49, a rank of 03, and is a hold. ( ETF – CQQQ – current stoploss 49.25 )
IRA#2
SComputers has a price of 86.30, a sell price 84.96, a rank of of 38, and is a hold. (ETF – PSI – stopped out 6/12 11% gain)
OTCPortfolio has a price of 104.79, a sell price 101.39, a rank of 09, and is a hold. (ETF – MTUM – stoploss 86.57)
EmergingMarketsIndex – IC has a price of 10.44, a sell price 10.12, and a rank of 02. (ETF – EEMO – stoploss 18.14)
ETF – IBUY – stoploss 35.03 – I plan to hold IBUY until it is stopped out even though SLeasure was sold. Fidelity now allows a stoploss on IBUY.

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:
12.89 01-14 FHKCX 31.45 ChinaReqion
12.37 02-06 FPEMX 10.44 EmergingMarketsIndex – IC
11.33 03-29 FSPTX 168.43 STechnology
10.48 04-12 FSEAX 39.75 EmergingAsia
10.38 05-03 FSDAX 151.18 SDefense&Aerospace
9.85 06-05 FISMX 28.14 InternationalSmallCap
9.64 07-16 FDSVX 30.70 Growth Discovery
8.88 08-05 FPBFX 32.30 PacificBasin
8.86 09-07 FOCPX 104.79 OTCPortfolio
8.57 10-01 FIVLX 8.85 InternationalValue
8.51 11-03 FIREX 11.08 InternationalRealEstate
8.34 12-19 FEMKX 28.79 EmergingMarkets
8.30 13-13 FSCOX 17.71 InternationalSmallCapOpportunities
8.18 14-03 FIGRX 44.18 InternationalDiscovery
8.14 15-02 FWRLX 9.91 SWireless
8.06 16-01 FJSCX 17.60 JapanSmallerCompanies
8.03 17-04 FTIEX 8.83 TotalInternationalEquity
7.91 18-01 FLATX 23.63 LatinAmerica
7.83 19-01 FSUTX 83.38 SUtilities
7.79 20-02 FBGRX 82.55 BlueChipGrowth
Last week:
15.39 01-04 FPEMX 10.65 EmergingMarketsIndex – IC
15.32 02-13 FHKCX 31.91 ChinaReqion
13.49 03-28 FSPTX 170.68 STechnology
13.22 04-11 FSEAX 40.51 EmergingAsia
11.92 05-15 FDSVX 31.94 Growth Discovery
11.87 06-04 FISMX 28.51 InternationalSmallCap
11.38 07-06 FOCPX 106.71 OTCPortfolio
11.36 08-02 FSDAX 151.69 SDefense&Aerospace Yes
10.78 09-04 FPBFX 32.71 PacificBasin
10.71 10-02 FIGRX 45.02 InternationalDiscovery Yes
10.67 11-02 FIREX 11.25 InternationalRealEstate Yes
10.57 12-03 FTIEX 9.00 TotalInternationalEquity
10.44 13-18 FEMKX 29.22 EmergingMarkets
10.44 14-12 FSCOX 17.98 InternationalSmallCapOpportunities
10.15 15-07 FBIOX 215.73 SBiotechnology
10.02 16-04 FBGRX 83.91 BlueChipGrowth
9.90 17-03 FSVLX 14.52 SConsumerFinance
9.59 18-01 FWRLX 10.00 SWireless Yes
9.58 19-01 FNORX 53.39 Nordic
9.50 20-01 FIVFX 20.01 InternationalCapApp

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%

So I spent a couple of days in Gainesville attending my daughter’s graduation from the University of Florida with a Doctor of Education degree. While there I stayed in a Home2 Suites by Hilton. It is a great place to stay and I recommend Home2 Suites by Hilton as a hotel wherever you can find them.

One interesting observation is that the DJIA – 30 larger cap stocks- up 2.6% over the last 2 weeks and the S&P500 – 500 large cap stocks – is up .02%. The biggest stocks are still going up and pulling the averages up while the smaller ones are not. Not the sign of a good market.
All in all the sum of the deviations (my measurement of the market) has not increased two weeks in a row – not a buy week.

I had a discussion with an acquaintance comparing Mutual Funds and Exchange Traded Funds (ETF) and thought I would review it this week. Fidelity Nasdaq Composite Index Mutual Fund (FNCMX) has the same goal and investments as PowerShares QQQ Trust ETF (QQQ). Over the last year FBCNX up 22.76% and QQQ up 24.28%. The downside of an ETF is that it costs $5 to buy and $5 to sell. If you enter a stoploss order, like I do to protect me from a big drop (I generally use a 7% stoploss price below the highest previous close, sometimes I use the 50 day moving average (stockcharts.com is a good source)), it may be sold on a day the market drops and then recovers. The down side of a mutual fund is that it can only be purchased and sold at the end of the day. A stoploss order cannot be used thus you cannot protect your investments from a big daily drop. Mutual funds only report investments quarterly, not daily like an ETF. At Fidelity if you buy and sell the fund twice within 90 days Fidelity will restrict your future investments – other Fidelity funds charge up to 1.5% if sold within 90 days. Fidelity management fees are slightly higher than PowerShares – thus part of the difference in annual return. If you buy a mutual fund and it has sold shares for a gain or received dividends, even before you buy it, you will pay tax on a the gain and dividends even if you are losing money on your purchase. My stoploss on my QQQ investment  is 134.73.

One interesting observation is that the DJIA – 30 larger cap stocks- up 2.6% over the last 2 weeks and the S&P500 – 500 large cap stocks – is up .02%. The biggest stocks are still going up and pulling the averages up while the smaller ones are not. Not the sign of a good market.
All in all the sum of the deviations (my measurement of the market) has not increased two weeks in a row – not a buy week.

My S&P500 investment is in RSP (S&P500 EqualWeighted) which has a price of 93.86, 50 day MA of 93.06, a 200 day MA of 89.15, and a 7% stop loss is 87.99. The ratio between SPY (S&P500 capitalization weighted) and RSP still indicates the larger capitalization stocks are doing better than te average. Generally not a positive indicator.

I am still following Fidelity funds because many 401ks, like HRBlock’s, are stuck in the 20th century and only allow mutual fund investments. Even the State of Florida, allows ETFs in it’s personally managed state retirement plan.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 170.68, a sell price 162.49, a rank of 03, and is a hold. ( ETF – CQQQ – current stoploss 47.90 )
IRA#2
SComputers has a price of 88.38, a sell price 84.96, a rank of of 31, and is a hold. (ETF – PSI – stopped out 6/12 11% gain)
OTCPortfolio has a price of 106.71, a sell price 101.39, a rank of 07, and is a hold. (ETF – MTUM – stoploss 86.31)
EmergingMarketsIndex – IC has a price of 10.65, a sell price 10.12, and a rank of 01. (ETF – EEMO – stoploss 17.96)
ETF – IBUY – stoploss not allowed – I plan to hold IBUY longer even thought SLeasure was sold, IBUY’s price is 6.2% above a sell price of 35.03.

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:
15.39 01-04 FPEMX 10.65 EmergingMarketsIndex – IC
15.32 02-13 FHKCX 31.91 ChinaReqion
13.49 03-28 FSPTX 170.68 STechnology
13.22 04-11 FSEAX 40.51 EmergingAsia
11.92 05-15 FDSVX 31.94 Growth Discovery
11.87 06-04 FISMX 28.51 InternationalSmallCap
11.38 07-06 FOCPX 106.71 OTCPortfolio
11.36 08-02 FSDAX 151.69 SDefense&Aerospace Yes
10.78 09-04 FPBFX 32.71 PacificBasin
10.71 10-02 FIGRX 45.02 InternationalDiscovery Yes
10.67 11-02 FIREX 11.25 InternationalRealEstate Yes
10.57 12-03 FTIEX 9.00 TotalInternationalEquity
10.44 13-18 FEMKX 29.22 EmergingMarkets
10.44 14-12 FSCOX 17.98 InternationalSmallCapOpportunities
10.15 15-07 FBIOX 215.73 SBiotechnology
10.02 16-04 FBGRX 83.91 BlueChipGrowth
9.90 17-03 FSVLX 14.52 SConsumerFinance
9.59 18-01 FWRLX 10.00 SWireless Yes
9.58 19-01 FNORX 53.39 Nordic
9.50 20-01 FIVFX 20.01 InternationalCapApp
Last 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

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%