Month: October 2017

Not a good week week, maybe time to sell something. The sum of all the deviations has been 825, 810, and now 765.
The number of funds I rate as buy over the last 3 weeks has been 37, 10, and now 15.

On Erik Townsend’s 21Sep Macro Vision podcast, he interviewed Mark Grant. They discussed the pension crisis indicating it is mathematically impossible for many state pensions and even some private pensions to pay the retirees the retirement they promised. They just do not have enough assets in the pension plan and most are counting on a 7%+ annual rate of return. California is decreasing (some by 100%) the pensions of various municipal retirees who did not have fully fund pensions. The other 10 worst states are New Jersey, Kentucky, Illinois, Connecticut, Colorado, Pennsylvania, Minnesota, South Carolina, Rhode Island, and Massachusetts. These states are in worst condition this year then last year due to increased liabilities. Even Florida, not one of the 10 worst, is counting on a 7.6% return (in the latest annual reporting the return was 0.54%) and if they get it, expect to be able to pay only 85.4% on it’s pension obligations. Obviously no one should count on any promised pension.

August returns for IRA#1 1%, IRA#2 0%, QQQ -1%, SPY/RSP +3%.
For the last 3 months, IRA#1 10%, IRA#2 3%, QQQ 6%, SPY/RSP 3%
For the last 6 months, IRA#1 14%, IRA#2 4%, QQQ 10%, SPY/RSP 6%
For the last 12 months, IRA#1 9%, IRA#2 9%, QQQ 23%, SPY/RSP 15%
July portfolio changes:
IRA#1 – None – Invested 100% in FSPTX
IRA#2 – None – Invested 20% in FSELX, FDCPX, FSPTX, FPEMX, and in cash
QQQ – None – Invested 100% in QQQ
SPY/RSP – None – Invested 100% in RSP
If this type of performance continues, I may just give up on mutual funds and stay invested in QQQ, or SPY/RSP.

My S&P500 investment is in RSP (S&P500 EqualWeighted) which has a price of 96.87, 50 day MA of 94.68, a 200 day MA of 91.74, and a 7% stop loss is
90.59.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 186.97, a sell price 177.62, a rank of 02, and is a hold. (ETF – CQQQ – stoploss 56.40)
IRA#2
SSemiconductors has a price of 119.71, a sell price 113.72, a rank of of 01, and is a hold. (ETF – PSI stoploss 49.72)
ChinaRegion has a price of 34.41, a sell price 32.75, a rank of 03, and is a hold. (ETF – CXSE- stoploss 77.22 )
EmergingMarketsIndex – IC has a price of 11.14, a sell price 10.72, and a rank of 12, and is a hold. (ETF – EEMO – stoploss 19.54)
SBiotechnology – has a price of 219.44, a sell price 223.65, a rank of 89, and is a sell. (ETF – SBIO – stoploss was hit and sold for a 4.33% loss on 10/26)

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

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:
15.10 01-05 FSELX 119.71 SSemiconductors
14.46 02-40 FSPTX 186.97 STechnology
13.76 03-25 FHKCX 34.41 ChinaReqion
13.37 04-07 FSCHX 184.33 SChemicals
12.87 05-02 FSCSX 170.03 SSoftware&ITServices Yes
12.64 06-23 FSEAX 43.46 EmergingAsia
12.53 07-14 FSDAX 165.26 SDefense&Aerospace
12.35 08-06 FSVLX 15.73 SConsumerFinance Yes
11.80 09-03 FPBFX 35.28 PacificBasin
11.65 10-04 FBSOX 53.95 SITServices Yes
11.13 11-27 FDSVX 33.00 Growth Discovery
11.07 12-17 FPEMX 11.14 EmergingMarketsIndex – IC
10.68 13-04 FSDPX 92.76 SMaterials
10.62 14-05 FCPGX 24.63 SmallCapGrowth
10.52 15-01 FTQGX 23.48 FocusedStock Yes
10.44 16-01 FCNTX 126.58 Contrafund Yes
10.24 17-02 FOCPX 107.32 OTCPortfolio
10.15 18-01 FSUIX 12.99 LargeCapGrowthIndex – IC Yes
9.96 19-01 FLGEX 18.70 LargeCapGrowthEnhancedIndex Yes
9.87 20-01 FJSCX 18.77 JapanSmallerCompanies
Last week
14.79 01-24 FHKCX 34.47 ChinaReqion
14.42 02-13 FSDAX 166.92 SDefense&Aerospace
13.93 03-39 FSPTX 184.68 STechnology
13.23 04-22 FSEAX 43.40 EmergingAsia
12.66 05-06 FSCHX 181.89 SChemicals
12.42 06-16 FPEMX 11.21 EmergingMarketsIndex – IC
12.33 07-04 FSELX 115.90 SSemiconductors
12.18 08-02 FPBFX 35.18 PacificBasin
12.00 09-05 FSVLX 15.58 SConsumerFinance
11.46 10-03 FBSOX 53.53 SITServices Yes
11.36 11-05 FSAIX 87.55 SAirTransportation
11.28 12-01 FSCSX 166.50 SSoftware&ITServices Yes
11.16 13-04 FCPGX 24.61 SmallCapGrowth
11.15 14-11 FLATX 26.14 LatinAmerica
11.11 15-09 FFGCX 12.62 GlobalCommodityStock
10.99 16-29 FEMKX 31.33 EmergingMarkets
10.75 17-04 FSLBX 81.11 SBrokerageandInvestmentManagement
10.36 18-26 FDSVX 32.58 Growth Discovery
10.30 19-03 FSDPX 91.92 SMaterials
10.22 20-01 FOCPX 106.72 OTCPortfolio

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Sep17 1m+1% 3m+10% 6m+14% 12m+9% 24m+34% 36m+20% 60m+94% 120m-16%
Aug17 1m+4% 3m+7% 6m+5% 12m+9% 24m+33% 36m+17% 60m+93% 120m-8%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – CashReserves(FDRXX)(30Oct17 from SBiotechnology(FBIOX)
20% – ChinaRegion(FHKCX)(16Oct17) from OTCPortfolio(FOCPX)
20% – SSemiconductors(FSELX)(09Oct17) from SComputers(FDCPX)
20% – EmergingMarketsIndex – IC(FPEMX)(24Jul17) from CashResrves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Sep17 1m+0% 3m+3% 6m+4% 12m+9% 24m+17% 36m+19% 60m+25% 120m+10%
Aug17 1m+2% 3m+1% 6m+3% 12m+10% 24m+17% 36m+17% 60m+28% 120m+20%
Average annual return since 1/82 11%

Another almost good week, time to do nothing. The sum of all the deviations has been 799, 825, and now 810.
The number of funds I rate as buy over the last 3 weeks has been 49, 37, and now 10.

“Those who cannot remember the past are condemned to repeat it” George Santayana.
https://www.youtube.com/watch?v=vBJ-p0ybhzs&t=56s
In the podcast which talks about this video, Adventures in Finance “38 – Black Monday: First Hand Accounts of the 87 Crash”, one of the those interviewed indicated he felt the bankruptcy of the Illinois state pension plan would be the item which starts the crash this time.

My S&P500 investment is in RSP (S&P500 EqualWeighted) which has a price of 96.54, 50 day MA of 93.85, a 200 day MA of 91.23, and a 7% stop loss is 89.92.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 184.88, a sell price 175.45, a rank of 03, and is a hold. (ETF – CQQQ – stoploss 56.40)
IRA#2
SSemiconductors has a price of 115.90, a sell price 110.11, a rank of of 12, and is a hold. (ETF – PSI stoploss 49.72)
ChinaRegion has a price of 34.47, a sell price 32.75, a rank of 01, and is a hold. (ETF – CXSE- stoploss 77.22 )
EmergingMarketsIndex – IC has a price of 11.21, a sell price 10.72, and a rank of 06, and is a hold. (ETF – EEMO – stoploss 19.64)
SBiotechnology – has a price of 227.58, a sell price 223.65, a rank of 30, and is a hold until a buy day happens. (ETF – SBIO – stoploss 29.69)

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:
14.79 01-24 FHKCX 34.47 ChinaReqion
14.42 02-13 FSDAX 166.92 SDefense&Aerospace
13.93 03-39 FSPTX 184.68 STechnology
13.23 04-22 FSEAX 43.40 EmergingAsia
12.66 05-06 FSCHX 181.89 SChemicals
12.42 06-16 FPEMX 11.21 EmergingMarketsIndex – IC
12.33 07-04 FSELX 115.90 SSemiconductors
12.18 08-02 FPBFX 35.18 PacificBasin
12.00 09-05 FSVLX 15.58 SConsumerFinance
11.46 10-03 FBSOX 53.53 SITServices Yes
11.36 11-05 FSAIX 87.55 SAirTransportation
11.28 12-01 FSCSX 166.50 SSoftware&ITServices Yes
11.16 13-04 FCPGX 24.61 SmallCapGrowth
11.15 14-11 FLATX 26.14 LatinAmerica
11.11 15-09 FFGCX 12.62 GlobalCommodityStock
10.99 16-29 FEMKX 31.33 EmergingMarkets
10.75 17-04 FSLBX 81.11 SBrokerageandInvestmentManagement
10.36 18-26 FDSVX 32.58 Growth Discovery
10.30 19-03 FSDPX 91.92 SMaterials
10.22 20-01 FOCPX 106.72 OTCPortfolio
Last week
15.52 01-23 FHKCX 34.42 ChinaReqion Yes
14.34 02-38 FSPTX 183.99 STechnology Yes
14.18 03-12 FSDAX 165.31 SDefense&Aerospace
13.87 04-15 FPEMX 11.28 EmergingMarketsIndex – IC Yes
13.45 05-05 FSCHX 181.95 SChemicals
13.37 06-21 FSEAX 43.15 EmergingAsia Yes
13.30 07-10 FLATX 26.49 LatinAmerica
12.51 08-01 FPBFX 35.06 PacificBasin Yes
12.47 09-08 FFGCX 12.70 GlobalCommodityStock Yes
12.37 10-03 FSELX 115.18 SSemiconductors Yes
12.28 11-28 FEMKX 31.51 EmergingMarkets Yes
11.79 12-04 FSAIX 87.36 SAirTransportation Yes
11.35 13-08 FBIOX 231.35 SBiotechnology
11.13 14-03 FCPGX 24.46 SmallCapGrowth
11.11 15-02 FBSOX 53.04 SITServices Yes
10.88 16-03 FSLBX 80.75 SBrokerageandInvestmentManagement
10.86 17-01 FISMX 29.84 InternationalSmallCap
10.62 18-25 FDSVX 32.48 Growth Discovery
10.58 19-02 FSDPX 91.66 SMaterials Yes
10.55 20-04 FSVLX 15.28 SConsumerFinance

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Aug17 1m+4% 3m+7% 6m+5% 12m+9% 24m+33% 36m+17% 60m+93% 120m-8%
Jul17 1m+5% 3m+8% 6m+5% 12m+6% 24m+7% 36m+17% 60m+81% 120m-18%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – ChinaRegion(FHKCX)(16Oct17) from OTCPortfolio(FOCPX)
20% – SSemiconductors(FSELX)(09Oct17) from SComputers(FDCPX)
20% – SBiotechnology(FBIOX)(05Sep17) from CashResrves(FDRXX)
20% – EmergingMarketsIndex – IC(FPEMX)(24Jul17) from CashResrves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Aug17 1m+2% 3m+1% 6m+3% 12m+10% 24m+17% 36m+17% 60m+28% 120m+20%
Jul17 1m+1% 3m+2% 6m+5% 12m+5% 24m+7% 36m+16% 60m+25% 120m+22%
Average annual return since 1/82 11%

Another good week, time to buy something. The sum of all the deviations has been 726, 799, and now 823.
The twice a week report I am still getting from James Rohrbach, Investment-Models.com, still says buy NYSE and buy Nasdaq. He has had the same buy signals since 8-31-17.
The number of funds I rate as buy over the last 3 weeks has been 27, 49, and now 37.

Fidelity did not have an up to date distribution list this week and some of their funds had distributions. Not only that, when you reviewed details about the individual fund, the distribution was not listed there either. It did show up in the daily quote list, but only listed it as a dividend. Fund distributions can be dividends, capital gains, interest, and other, a total number is needed. When I called Fidelity they had no excuse (AGAIN).

On the 05Oct Super Investors podcast by Jesse Felder, the guest Danielle DiMartio Booth was commenting on the federal reserve board (FED) where she previoulsy worked. She pointed out that all of FED managers have come from academia with NO private enterprise experience. She refered to the current bubbles in everything and indicate when the confidence bubble finally bursts, all the other bubbles will – markets, home mortgages, debt, home prices, etc. Capitalism requires creative destruction (bankruptcy) of those companies which cannot make it. However the FED with their zero interest rates have eliminated creative destruction by allowing companies, which should be bankrupt, borrow at excessively low interest rates to stay in business. She points out when the bubbles start to burst, the public will by complaining loudly cause the DC idiots (also known as the executive, legislative, and judicial branch who do nothing) to demand the FED to save us by printing more money. Thus the bubble gets bigger and the end results worse. Another thing the excessively low interest rates have done is eliminate savings allowing companies borrow more and thus pay their executives more. Savings from the middle class into the income of the richer class.

My S&P500 investment is in RSP (S&P500 EqualWeighted) which has a price of 96.54, 50 day MA of 93.85, a 200 day MA of 91.23, and a 7% stop loss is 89.92.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 183.99, a sell price 174.79, a rank of 02, and is a hold. (ETF – CQQQ – stoploss 55.73)
IRA#2
SSemiconductors has a price of 115.18, a sell price 100.42, a rank of of 10, and is a hold. (ETF – PSI forgot to buy this but will this Monday)
OTCPortfolio has a price of 106.37, a sell price 101.05, a rank of 22, and is a sell. (ETF – MTUM – stoploss 90.47 )
EmergingMarketsIndex – IC has a price of 11.28, a sell price 10.72, and a rank of 04. (ETF – EEMO – stoploss 19.64)
SBiotechnology – has a price of 231.35, a sell price 223.65, a rank of 13, and is a hold. (ETF – SBIO – stoploss 29.69)
Since it is a buy week, and OTCPortfolio is not one of my top 20 funds so I am selling it and investing in ChinaRegion. The only problem with ChinaReqion is that it has a early selling fee of 1.5% if sold withing 90 days of the purchase.

My portfolio changes this weekend:
IRA #1 – None
IRA #2 – exchange OTCPortfolio into ChinaReqion

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:
15.52 01-23 FHKCX 34.42 ChinaReqion Yes
14.34 02-38 FSPTX 183.99 STechnology Yes
14.18 03-12 FSDAX 165.31 SDefense&Aerospace
13.87 04-15 FPEMX 11.28 EmergingMarketsIndex – IC Yes
13.45 05-05 FSCHX 181.95 SChemicals
13.37 06-21 FSEAX 43.15 EmergingAsia Yes
13.30 07-10 FLATX 26.49 LatinAmerica
12.51 08-01 FPBFX 35.06 PacificBasin Yes
12.47 09-08 FFGCX 12.70 GlobalCommodityStock Yes
12.37 10-03 FSELX 115.18 SSemiconductors Yes
12.28 11-28 FEMKX 31.51 EmergingMarkets Yes
11.79 12-04 FSAIX 87.36 SAirTransportation Yes
11.35 13-08 FBIOX 231.35 SBiotechnology
11.13 14-03 FCPGX 24.46 SmallCapGrowth
11.11 15-02 FBSOX 53.04 SITServices Yes
10.88 16-03 FSLBX 80.75 SBrokerageandInvestmentManagement
10.86 17-01 FISMX 29.84 InternationalSmallCap
10.62 18-25 FDSVX 32.48 Growth Discovery
10.58 19-02 FSDPX 91.66 SMaterials Yes
10.55 20-04 FSVLX 15.28 SConsumerFinance
Last week
14.78 01-11 FSDAX 164.94 SDefense&Aerospace
14.41 02-22 FHKCX 33.81 ChinaReqion
14.06 03-09 FLATX 26.48 LatinAmerica
13.99 04-07 FBIOX 235.42 SBiotechnology Yes
13.84 05-37 FSPTX 181.80 STechnology
13.63 06-04 FSCHX 180.94 SChemicals
12.37 07-14 FPEMX 11.05 EmergingMarketsIndex – IC
12.19 08-02 FSELX 114.25 SSemiconductors Yes
11.70 09-07 FFGCX 12.53 GlobalCommodityStock
11.69 10-02 FCPGX 24.44 SmallCapGrowth Yes
11.51 11-03 FSAIX 86.60 SAirTransportation Yes
11.11 12-20 FSEAX 41.99 EmergingAsia
10.98 13-02 FSLBX 80.36 SBrokerageandInvestmentManagement Yes
10.94 14-03 FSVLX 15.25 SConsumerFinance
10.75 15-27 FEMKX 30.88 EmergingMarkets
10.70 16-24 FDSVX 32.32 Growth Discovery
10.51 17-02 FOCPX 105.84 OTCPortfolio Yes
10.40 18-01 FSDPX 91.00 SMaterials
10.02 19-01 FBSOX 52.21 SITServices
9.84 20-02 FSSPX 20.41 SmallCapIndex – IC Yes

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Aug17 1m+4% 3m+7% 6m+5% 12m+9% 24m+33% 36m+17% 60m+93% 120m-8%
Jul17 1m+5% 3m+8% 6m+5% 12m+6% 24m+7% 36m+17% 60m+81% 120m-18%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – ChinaRegion(FHKCX)(16Oct17) from OTCPortfolio(FOCPX)
20% – SSemiconductors(FSELX)(10Oct17) from SComputers(FDCPX)
20% – SBiotechnology(FBIOX)(05Sep17) from CashResrves(FDRXX)
20% – EmergingMarketsIndex – IC(FPEMX)(24Jul17) from CashResrves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Aug17 1m+2% 3m+1% 6m+3% 12m+10% 24m+17% 36m+17% 60m+28% 120m+20%
Jul17 1m+1% 3m+2% 6m+5% 12m+5% 24m+7% 36m+16% 60m+25% 120m+22%
Average annual return since 1/82 11%

It was a good week, time to buy something. The sum of all the deviations has been 725, 726, and now 799.
The twice a week report I am getting from James Rohrbach, Investment-Models.com, still says buy NYSE and buy Nasdaq. This is the same as last week. I signed up for his free two month report.
The number of funds I rate as buy over the last 3 weeks has been 41, 27, and now 49.

On the 21 September podcast from Adventures in Finance, Jim Rogers talks about his trips around the world and the way he invests. He thinks China has the best markets in the future, he hopes he can sell out if a bubble bursts, and then buy back in near the bottom. It is interesting that during the market crash on 19 October 1987, he was short and thus made money when the market fell by 22% in one day. Investopedia.com claims “The cause of the stock market crash of 1987 was primarily program trading, used by institutions to protect themselves from significant market weakness. Some secondary factors included excessive valuations, illiquid markets and market psychology.” Sounds sort of like the market today.

My S&P500 investment is in RSP (S&P500 EqualWeighted) which has a price of 96.49, 50 day MA of 93.58, a 200 day MA of 90.98, and a 7% stop loss is 89.92.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 181.80, a sell price 172.71, a rank of 05, and is a hold. (ETF – CQQQ – current stoploss 54.76)
IRA#2
SComputers has a price of 90.04, a sell price 85.54, a rank of of 57, and is a sell for a better fund. (ETF – PSI – stopped out 6/12 11% gain)
OTCPortfolio has a price of 105.84, a sell price 100.55, a rank of 17, and is a hold. (ETF – MTUM – stoploss 90.29)
EmergingMarketsIndex – IC has a price of 11.05, a sell price 10.50, and a rank of 07. (ETF – EEMO – stoploss 19.24)
SBiotechnology – has a price of 235.42, a sell price 223.65, a rank of 04, and is a hold. (ETF – SBIO – stoploss 29.69)
Since it is a buy week, and SComputers is not one of my top 20 funds so I am selling it and investing in SSemiconductors. SSemiconductors is only the #8 best fund, but it is the second highest ranking “buy” fund in my top 20. The highest ranking “buy” fund is SBiotechnology which I own. The other 6 funds ranking higher than SSemiconductors do not have a 2 week improved deviation – an indication their price increase may be slowing.

My portfolio changes this weekend:
IRA #1 – None
IRA #2 – Purchase SSemiconductors from 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:
14.78 01-11 FSDAX 164.94 SDefense&Aerospace
14.41 02-22 FHKCX 33.81 ChinaReqion
14.06 03-09 FLATX 26.48 LatinAmerica
13.99 04-07 FBIOX 235.42 SBiotechnology Yes
13.84 05-37 FSPTX 181.80 STechnology
13.63 06-04 FSCHX 180.94 SChemicals
12.37 07-14 FPEMX 11.05 EmergingMarketsIndex – IC
12.19 08-02 FSELX 114.25 SSemiconductors Yes
11.70 09-07 FFGCX 12.53 GlobalCommodityStock
11.69 10-02 FCPGX 24.44 SmallCapGrowth Yes
11.51 11-03 FSAIX 86.60 SAirTransportation Yes
11.11 12-20 FSEAX 41.99 EmergingAsia
10.98 13-02 FSLBX 80.36 SBrokerageandInvestmentManagement Yes
10.94 14-03 FSVLX 15.25 SConsumerFinance
10.75 15-27 FEMKX 30.88 EmergingMarkets
10.70 16-24 FDSVX 32.32 Growth Discovery
10.51 17-02 FOCPX 105.84 OTCPortfolio Yes
10.40 18-01 FSDPX 91.00 SMaterials
10.02 19-01 FBSOX 52.21 SITServices
9.84 20-02 FSSPX 20.41 SmallCapIndex – IC Yes
Last week
13.54 01-06 FBIOX 232.77 SBiotechnology
13.35 02-10 FSDAX 161.61 SDefense&Aerospace
12.91 03-08 FLATX 26.02 LatinAmerica
12.01 04-21 FHKCX 32.85 ChinaReqion
11.98 05-36 FSPTX 177.53 STechnology
11.37 06-03 FSCHX 176.07 SChemicals
11.32 07-06 FFGCX 12.41 GlobalCommodityStock
11.00 08-02 FSVLX 15.17 SConsumerFinance Yes
10.85 09-13 FPEMX 10.83 EmergingMarketsIndex – IC
10.45 10-01 FSELX 111.76 SSemiconductors
10.39 11-01 FSRFX 101.37 STransportation Yes
10.22 12-01 FCPGX 23.97 SmallCapGrowth Yes
10.20 13-12 FISMX 29.34 InternationalSmallCap
9.71 14-01 FSLBX 78.98 SBrokerageandInvestmentManagement Yes
9.66 15-19 FSEAX 41.20 EmergingAsia
9.61 16-26 FEMKX 30.39 EmergingMarkets
9.53 17-02 FSAIX 84.55 SAirTransportation Yes
9.46 18-23 FDSVX 31.78 Growth Discovery
9.36 19-01 FOCPX 104.16 OTCPortfolio
9.29 20-12 FPBFX 33.66 PacificBasin

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Aug17 1m+4% 3m+7% 6m+5% 12m+9% 24m+33% 36m+17% 60m+93% 120m-8%
Jul17 1m+5% 3m+8% 6m+5% 12m+6% 24m+7% 36m+17% 60m+81% 120m-18%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – SSemiconductors(FSELX)(10Oct17) from SComputers(FDCPX)
20% – SBiotechnology(FBIOX)(05Sep17) from CashResrves(FDRXX)
20% – EmergingMarketsIndex – IC(FPEMX)(24Jul17) from CashResrves(FDRXX)
20% – OTCPortfolio(FOCPX)(15May17) from CashReserves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Aug17 1m+2% 3m+1% 6m+3% 12m+10% 24m+17% 36m+17% 60m+28% 120m+20%
Jul17 1m+1% 3m+2% 6m+5% 12m+5% 24m+7% 36m+16% 60m+25% 120m+22%
Average annual return since 1/82 11%

It was a good week, just barely short of a buy week. The sum of all the deviations has been 731, 695, and now 726.
The twice a week report I am getting from James Rohrbach, Investment-Models.com, still says buy NYSE and buy Nasdaq. This is the same as last week. I signed up for his free two month report.
The number of funds I rate as buy over the last 3 weeks has been 24, 41, and now 27.
66% of the stocks on the NYSE are bullish and 62% of the stocks on the Nasdaq are bullish. Those numbers are within a couple percent of the previous peaks. So the market is near a high based on this indicator.

On the 14Sep Money Life show, Chuck Jaffe featured an interview with credit expert Gerri Detweiler discussing the Equifax data breach. The discussion started at about 15 minutes into the show. Ms. Detweiler suggested freezing your credit accounts at the three credit bureaus may not be the best thing to do. She has placed a fraud alert on her accounts. I did a check with Equifax, found out my data was stolen, signed up for their free credit protection, and placed a free 90 day fraud alert on my accounts. Since my wife has a better credit score than I do, I plan to do the same for her. If you have children, you may want to check them also. One of the points Ms. Detweiler made was that this data (mother’s maiden name, previous address, drivers licence numbers, etc.) is generally data which does not change and can be used in a couple of years as easily as it can be used today. You can get a free copy of your credit report at www.annualcreditreport.com – so if you get one today from Equifax, you can request another one from Experian in 4 months, then Transunion 4 months later, and Equifax again 4 months later.

My S&P500 investment is in RSP (S&P500 EqualWeighted) which has a price of 95.54, 50 day MA of 93.34, a 200 day MA of 90.74, and a 7% stop loss is 88.85.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 177.53, a sell price 169.55, a rank of 05, and is a hold. (ETF – CQQQ – current stoploss 54.66)
IRA#2
SComputers has a price of 89.45, a sell price 88.54, a rank of of 53, and is a hold for now. (ETF – PSI – stopped out 6/12 11% gain)
OTCPortfolio has a price of 104.16, a sell price 98.95, a rank of 19, and is a hold. (ETF – MTUM – stoploss 88.98)
EmergingMarketsIndex – IC has a price of 10.83, a sell price 10.48, and a rank of 09. (ETF – EEMO – stoploss 19.24)
SBiotechnology – has a price of 232.77, a sell price 221.13, a rank of 01, and is a hold. (ETF – SBIO – stoploss 29.22)

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:
13.54 01-06 FBIOX 232.77 SBiotechnology
13.35 02-10 FSDAX 161.61 SDefense&Aerospace
12.91 03-08 FLATX 26.02 LatinAmerica
12.01 04-21 FHKCX 32.85 ChinaReqion
11.98 05-36 FSPTX 177.53 STechnology
11.37 06-03 FSCHX 176.07 SChemicals
11.32 07-06 FFGCX 12.41 GlobalCommodityStock
11.00 08-02 FSVLX 15.17 SConsumerFinance Yes
10.85 09-13 FPEMX 10.83 EmergingMarketsIndex – IC
10.45 10-01 FSELX 111.76 SSemiconductors
10.39 11-01 FSRFX 101.37 STransportation Yes
10.22 12-01 FCPGX 23.97 SmallCapGrowth Yes
10.20 13-12 FISMX 29.34 InternationalSmallCap
9.71 14-01 FSLBX 78.98 SBrokerageandInvestmentManagement Yes
9.66 15-19 FSEAX 41.20 EmergingAsia
9.61 16-26 FEMKX 30.39 EmergingMarkets
9.53 17-02 FSAIX 84.55 SAirTransportation Yes
9.46 18-23 FDSVX 31.78 Growth Discovery
9.36 19-01 FOCPX 104.16 OTCPortfolio
9.29 20-12 FPBFX 33.66 PacificBasin
Last week
15.52 01-07 FLATX 26.44 LatinAmerica
14.20 02-20 FHKCX 33.28 ChinaReqion
13.70 03-09 FSDAX 160.97 SDefense&Aerospace Yes
13.55 04-12 FPEMX 11.03 EmergingMarketsIndex – IC
12.44 05-35 FSPTX 177.14 STechnology
11.98 06-05 FFGCX 12.41 GlobalCommodityStock Yes
11.96 07-05 FBIOX 227.90 SBiotechnology
11.87 08-25 FEMKX 30.86 EmergingMarkets
11.79 09-18 FSEAX 41.79 EmergingAsia
11.43 10-02 FSCHX 175.12 SChemicals Yes
10.99 11-06 FIVFX 20.98 InternationalCapApp Yes
10.38 12-11 FISMX 29.23 InternationalSmallCap
10.09 13-11 FPBFX 33.74 PacificBasin
10.00 14-10 FIGRX 46.28 InternationalDiscovery
9.83 15-10 FTIEX 9.25 TotalInternationalEquity
9.67 16-01 FBSOX 51.53 SITServices Yes
9.50 17-06 FEDDX 14.96 EmergingMarketsDiscovery
9.49 18-22 FDSVX 31.63 Growth Discovery
9.47 19-01 FSAIX 84.08 SAirTransportation Yes
9.29 20-01 FSVLX 14.85 SConsumerFinance Yes

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Aug17 1m+4% 3m+7% 6m+5% 12m+9% 24m+33% 36m+17% 60m+93% 120m-8%
Jul17 1m+5% 3m+8% 6m+5% 12m+6% 24m+7% 36m+17% 60m+81% 120m-18%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – SBiotechnology(FBIOX)(05Sep17) from CashResrves(FDRXX)
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)
Aug17 1m+2% 3m+1% 6m+3% 12m+10% 24m+17% 36m+17% 60m+28% 120m+20%
Jul17 1m+1% 3m+2% 6m+5% 12m+5% 24m+7% 36m+16% 60m+25% 120m+22%
Average annual return since 1/82 11%