A very good week, just not enough to buy yet. The sum of all the deviations has been 731, 712, and now 816.
The number of funds I rate as buy over the last 3 weeks has been 13, 09, and now 36.
I was not scheduled to work at WDW this weekend, so I was able to wait until I was sure Fidelity had updated their Friday close numbers.
I also had finished this earlier today and then before I saved everything, Window 8.1 decided to fail.
October returns for IRA#1 7%, IRA#2 3%, QQQ 5%, SPY/RSP +1%.
For the last 3 months, IRA#1 12%, IRA#2 5%, QQQ 6%, SPY/RSP 3%
For the last 6 months, IRA#1 22%, IRA#2 8%, QQQ 12%, SPY/RSP 6%
For the last 12 months, IRA#1 27%, IRA#2 17%, QQQ 30%, SPY/RSP 19%
July portfolio changes:
IRA#1 – None – Invested 100% in FSPTX
IRA#2 – Purchased FSELX 10/10, FHKCX 10/16, Sold FDCPX 10/10, FOCPX 10/16, FBIOX 10/30 – Invested 20% in cash, FHKCX, FSELX, FPENX, and FSPTX.
QQQ – None – Invested 100% in QQQ
SPY/RSP – None – Invested 100% in RSP.
On Twitter Tom Sosnoff discusses market valuation. Would you rather own Google of all the books in the world? Would you rather own Apple or all the gold in the world. Perhaps the market is a little high? Why are people still buying? https://twitter.com/tastytrade/status/932991750163062784
My current investments:
IRA#1 and IRA#2 – STechnology has a price of 198.17, a sell price 188.26, a rank of 02, and is a hold. (ETF – CQQQ)
IRA#2
SSemiconductors has a price of 131.25, a sell price 124.69, a rank of of 01, and is a hold. (ETF – PSI)
ChinaRegion has a price of 36.47, a sell price 34.65, a rank of 03, and is a hold. (ETF – CXSE)
EmergingMarketsIndex – IC has a price of 11.55, a sell price 10.97, and a rank of 08, and is a hold. (ETF – EEMO)
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:
21.16 01-09 FSELX 131.25 SSemiconductors
17.27 02-44 FSPTX 198.17 STechnology Yes
16.51 03-29 FHKCX 36.47 ChinaReqion
14.99 04-04 FDCPX 100.91 SComputers
14.13 05-27 FSEAX 45.37 EmergingAsia
13.00 06-07 FPBFX 36.62 PacificBasin
12.59 07-06 FSCSX 174.11 SSoftware&ITServices
12.36 08-21 FPEMX 11.55 EmergingMarketsIndex – IC
12.28 09-08 FBSOX 55.62 SITServices Yes
12.24 10-04 FEMKX 32.60 EmergingMarkets Yes
12.13 11-06 FOCPX 111.74 OTCPortfolio Yes
11.89 12-05 FTQGX 24.32 FocusedStock Yes
11.88 13-04 FJPNX 15.70 Japan
11.67 14-02 FSRPX 130.52 SRetailing Yes
11.49 15-11 FSCHX 185.63 SChemicals
11.30 16-03 FBGRX 89.84 BlueChipGrowth Yes
10.84 17-31 FDSVX 33.64 Growth Discovery
10.60 18-01 FJSCX 19.29 JapanSmallerCompanies
10.59 19-18 FSDAX 166.16 SDefense&Aerospace
10.28 20-03 FLGEX 19.15 LargeCapGrowthEnhancedIndex
Last week corrected
18.39 01-08 FSELX 126.82 SSemiconductors
16.92 02-28 FHKCX 36.28 ChinaReqion Yes
15.76 03-43 FSPTX 193.84 STechnology Yes
13.87 04-26 FSEAX 44.93 EmergingAsia
13.45 05-03 FDCPX 98.78 SComputers
12.53 06-06 FPBFX 36.22 PacificBasin
11.60 07-05 FSCSX 171.43 SSoftware&ITServices
11.57 08-07 FBSOX 54.91 SITServices Yes
11.53 09-20 FPEMX 11.39 EmergingMarketsIndex – IC
11.37 10-03 FEMKX 32.14 EmergingMarkets
10.84 11-01 FSRPX 128.75 SRetailing
10.63 12-10 FSCHX 183.09 SChemicals
10.55 13-04 FTQGX 23.88 FocusedStock
10.44 14-05 FOCPX 109.35 OTCPortfolio Yes
10.02 15-02 FBGRX 88.28 BlueChipGrowth Yes
9.93 16-03 FJPNX 15.33 Japan
9.79 17-30 FDSVX 33.13 Growth Discovery
9.37 18-01 FSUIX 13.10 LargeCapGrowthIndex – IC
9.37 19-02 FLGEX 18.89 LargeCapGrowthEnhancedIndex
9.15 20-17 FSDAX 163.08 SDefense&Aerospace
IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Oct17 1m+7% 3m+12% 6m+22% 12m27% 24m+39% 36m+34% 60m+102% 120m-21%
Sep17 1m+1% 3m+10% 6m+14% 12m+9% 24m+34% 36m+20% 60m+94% 120m-16%
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)
Oct17 1m+3% 3m+5% 6m+8% 12m17% 24m+19% 36m+26% 60m+32% 120m+31%
Sep17 1m+0% 3m+3% 6m+4% 12m+9% 24m+17% 36m+19% 60m+25% 120m+10%
Average annual return since 1/82 11%