Month: July 2019

An up week, but not a buy week. The sum of all the deviations has been 734, 620, and now 714 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 46, 02, and now 13.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 4% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 5% above its 50 day moving average,
IWM (Russell 2000 ETF) is 3% above its 50 day moving average,
SPY, QQQ and IWM are above their 200 day moving average.
The sum of the deviations is positive.
Not a time to buy – Sum of all deviations is not up 2 weeks in a row.

Gary Kaltbaum has an evening radio show on the market at 6PM. It can be heard on biztalkradio.com, garyk.com, and later it is archived at both locations. He gets a little excited about the 550b we are annually paying in interest on the national debt, the continued spending by congress, and about the complete lack of concern about the US total debt level. The level of total debt in the US exceeds debt level of 2007. He thinks a economic collapse, greater than the 2008 collapse is coming, just not sure how soon.

IRA#1
SGold has a price of 22.88, a sell price 22.25, a rank of 01, and is a hold. (ETF – GDX, GLD)
IRA#2
SITServices has a price of 75.91, a sell price 70.87, a rank of 03, and is a hold. (ETF – PSJ, FTXL)
SDefense&Aerospace has a price of 18.27 a sell price 17.26, a rank of 13, and is a hold. (ETF – ITA, XAR)
SGold has a price of 22.88, a sell price 22.25, a rank of 01, and is a hold. (ETF – GDX, GLD)
LatinAmerica has a price of 27.19, a sell price 26.15, a rank of 08, and is a hold. (ETF – EWZS, AGT)
STechnology has a price of 18.08, a sell price 17.18, a rank of 04, and is a hold. (ETF – PTF, IPAY)

My investment changes this weekend:
IRA #1 – None
IRA #2 – None
My mutual fund 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).
%Dev Rnk SYMB Price Fund Name 2wk UP?
20.42 01-09 FSAGX 22.88 SGold NO
18.77 02-06 FSELX 10.90 SSemiconductors YES
14.39 03-29 FBSOX 75.91 SITServices NO
12.80 04-23 FSPTX 18.08 STechnology NO
11.11 05-05 FSVLX 17.74 SConsumerFinance NO
11.04 06-22 FSCSX 19.35 SSoftware&ITServices NO
11.03 07-04 FDLSX 16.89 SLeisure NO
10.47 08-06 FLATX 27.19 LatinAmerica NO
10.46 09-11 FSPCX 64.90 SInsurance NO
10.17 10-06 FHKCX 35.58 ChinaRegion YES
10.00 11-12 FTRNX 110.24 Trend NO
9.74 12-04 FDEGX 49.55 Growth Strategies NO
9.61 13-06 FSDAX 18.27 SDefense&Aerospace NO
9.56 14-16 FSHOX 59.27 SConstructionandHousing NO
9.32 15-01 FSAIX 78.67 SAirTransportation NO
9.25 16-04 FTQGX 26.24 FocusedStock NO
9.05 17-04 FDFFX 38.68 Independence NO
8.82 18-01 FOCPX 12.69 OTCPortfolio YES
8.72 19-01 FNCMX 108.69 NasdaqCompositeIndex YES
8.56 20-03 FSAVX 34.11 SAutomotive NO
Last Week
24.60 01-08 FSAGX 23.42 SGold YES
14.79 02-05 FSELX 10.43 SSemiconductors YES
12.51 03-28 FBSOX 74.10 SITServices NO
11.36 04-05 FLATX 27.26 LatinAmerica NO
10.68 05-22 FSPTX 17.62 STechnology NO
9.58 06-05 FHKCX 35.20 ChinaRegion NO
9.27 07-21 FSCSX 18.93 SSoftware&ITServices NO
9.14 08-10 FSPCX 63.77 SInsurance NO
8.87 09-04 FSVLX 17.28 SConsumerFinance NO
8.83 10-11 FTRNX 108.49 Trend NO
8.72 11-05 FSDAX 18.03 SDefense&Aerospace NO
8.67 12-02 FSAVX 33.99 SAutomotive NO
8.65 13-03 FTQGX 25.97 FocusedStock NO
8.64 14-15 FSHOX 58.48 SConstructionandHousing NO
8.52 15-03 FDEGX 48.75 Growth Strategies NO
8.20 16-01 FEMEX 10.26 EmergingEMEA NO
8.11 17-01 FSMEX 56.74 SMedicalEquipment&Systems NO
7.98 18-03 FDLSX 16.33 SLeisure NO
7.89 19-02 FSHCX 92.10 SHealthCareServices NO
7.88 20-03 FDFFX 38.08 Independence NO

It will be some time before I get all of the % returns correct.
IRA#1 is currently invested in:
100% – SGold(FSAGX)(17Jun19) from Cash(13May19)
May19 1m-7% 3m-9% 6m-16% 12m-19% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – STechnology(FSPTX_(14Jul19) from Cash(20May19)
20% – LatinAmerica(FLATX(24Jun19) from Cash(13May19)
20% – SGold(FSAGX)(17Jun19) from Cash(13May19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
20% – SITServices(FBSOX)(28Jan19) from Cash(15Oct18)
May19 1m-6% 3m-4% 6m-4% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
ETFs
PTNQ May19 1m-8% 3m+1% 6m+1% 12m+1%
QQQ May19 1m-8% 3m-0% 6m+3% 12m+3%
TQQQ May19 1m-24% 3m-2% 6m-1% 12m-10%

A down week, not a buy week. The sum of all the deviations has been 733, 734, and now 620 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 32, 46, and now 02.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 3% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 3% above its 50 day moving average,
IWM (Russell 2000 ETF) is 1% above its 50 day moving average,
SPY, QQQ and IWM are above their 200 day moving average.
The sum of the deviations is positive.
Not a time to buy – Sum of all deviations is not up 2 weeks in a row.

Jessie Felder produces a free weekly email on the latest ideas he likes on investing. thefelderrreport.com. One of the comments this week is on the intelligence of government regulators. An European regulator demanded that the manager of a pension fund get rid of some cash and buy bonds – because the rules stated that. So the manager had to buy bonds in Europe and with the negative interest rates they have has now guaranteed a loss on the bonds.

IRA#1
SGold has a price of 23.42, a sell price 22.25, a rank of 01, and is a hold. (ETF – GDX, GLD)
IRA#2
SITServices has a price of 74.10, a sell price 70.87, a rank of 03, and is a hold. (ETF – PSJ, FTXL)
SDefense&Aerospace has a price of 18.03 a sell price 17.26, a rank of 11, and is a hold. (ETF – ITA, XAR)
SGold has a price of 23.42, a sell price 22.25, a rank of 01, and is a hold. (ETF – GDX, GLD)
LatinAmerica has a price of 27.26, a sell price 26.15, a rank of 04, and is a hold. (ETF – EWZS, AGT)
STechnology has a price of 17.62, a sell price 16.74, a rank of 05, and is a buy. (ETF – PTF, IPAY)

My investment changes this weekend:
IRA #1 – None
IRA #2 – None
My mutual fund 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).
%Dev Rnk SYMB Price Fund Name 2wk UP?
24.60 01-08 FSAGX 23.42 SGold YES
14.79 02-05 FSELX 10.43 SSemiconductors YES
12.51 03-28 FBSOX 74.10 SITServices NO
11.36 04-05 FLATX 27.26 LatinAmerica NO
10.68 05-22 FSPTX 17.62 STechnology NO
9.58 06-05 FHKCX 35.20 ChinaRegion NO
9.27 07-21 FSCSX 18.93 SSoftware&ITServices NO
9.14 08-10 FSPCX 63.77 SInsurance NO
8.87 09-04 FSVLX 17.28 SConsumerFinance NO
8.83 10-11 FTRNX 108.49 Trend NO
8.72 11-05 FSDAX 18.03 SDefense&Aerospace NO
8.67 12-02 FSAVX 33.99 SAutomotive NO
8.65 13-03 FTQGX 25.97 FocusedStock NO
8.64 14-15 FSHOX 58.48 SConstructionandHousing NO
8.52 15-03 FDEGX 48.75 Growth Strategies NO
8.20 16-01 FEMEX 10.26 EmergingEMEA NO
8.11 17-01 FSMEX 56.74 SMedicalEquipment&Systems NO
7.98 18-03 FDLSX 16.33 SLeisure NO
7.89 19-02 FSHCX 92.10 SHealthCareServices NO
7.88 20-03 FDFFX 38.08 Independence NO
Last Week
18.74 01-07 FSAGX 22.03 SGold NO
14.69 02-04 FSELX 10.34 SSemiconductors NO
13.84 03-27 FBSOX 74.48 SITServices YES
13.14 04-04 FLATX 27.53 LatinAmerica YES
12.32 05-21 FSPTX 17.78 STechnology YES
11.62 06-14 FSHOX 59.81 SConstructionandHousing YES
11.37 07-01 FSHCX 94.68 SHealthCareServices YES
11.37 08-20 FSCSX 19.20 SSoftware&ITServices YES
11.30 09-09 FSPCX 64.72 SInsurance NO
10.70 10-10 FTRNX 109.84 Trend YES
10.28 11-02 FTQGX 26.24 FocusedStock YES
10.26 12-03 FSVLX 17.42 SConsumerFinance YES
10.07 13-04 FSDAX 18.17 SDefense&Aerospace YES
9.86 14-02 FDFFX 38.62 Independence YES
9.67 15-01 FSRPX 16.56 SRetailing YES
9.62 16-01 FSAVX 34.13 SAutomotive YES
9.59 17-02 FDEGX 49.01 Growth Strategies YES
8.88 18-04 FHKCX 34.80 ChinaRegion NO
8.83 19-02 FDLSX 16.39 SLeisure NO
8.71 20-01 FSAIX 77.55 SAirTransportation YES

It will be some time before I get all of the % returns correct.
IRA#1 is currently invested in:
100% – SGold(FSAGX)(17Jun19) from Cash(13May19)
May19 1m-7% 3m-9% 6m-16% 12m-19% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – STechnology(FSPTX_(14Jul19) from Cash(20May19)
20% – LatinAmerica(FLATX(24Jun19) from Cash(13May19)
20% – SGold(FSAGX)(17Jun19) from Cash(13May19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
20% – SITServices(FBSOX)(28Jan19) from Cash(15Oct18)
May19 1m-6% 3m-4% 6m-4% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
ETFs
PTNQ May19 1m-8% 3m+1% 6m+1% 12m+1%
QQQ May19 1m-8% 3m-0% 6m+3% 12m+3%
TQQQ May19 1m-24% 3m-2% 6m-1% 12m-10%

An OK week, a buy week. The sum of all the deviations has been 652, 733, and now 734 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 38, 32, and now 46.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 4% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 5% above its 50 day moving average,
IWM (Russell 2000 ETF) is 2% above its 50 day moving average,
SPY, QQQ and IWM are above their 200 day moving average.
The sum of the deviations is positive.
A time to buy – Sum of all deviations is up 2 weeks in a row, if only by a minimul amount.

Sorry this is late. I spend Saturday working at WDW – Animal Kingdom, Dinoland, Boneyard, and it was HOT.
I have put in buy orders for the two ETF and one fund I am buying. I generally do that on Sundays unless Fidelity will not let me due to low volume or the ETF is on a secondary exchange.

IRA#1
SGold has a price of 22.03, a sell price 20.93, a rank of 01, and is a hold. (ETF – GDX, GLD)
IRA#2
SITServices has a price of 74.48, a sell price 70.76, a rank of 03, and is a hold. (ETF – PSJ, FTXL)
SDefense&Aerospace has a price of 18.17, a sell price 17.26, a rank of 13, and is a hold. (ETF – ITA, XAR)
SGold has a price of 22.03, a sell price 20.93, a rank of 01, and is a hold. (ETF – GDX, GLD)
LatinAmerica has a price of 27.53, a sell price 26.15, a rank of 04, and is a hold. (ETF – EWZS, AGT)
STechnology has a price of 17.78, a sell price TBD, a rank of 05, and is a buy. (ETF – PTF, IPAY)

My investment changes this weekend:
IRA #1 – None
IRA #2 – invest 20% in STechnology
My mutual fund 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).
%Dev Rnk SYMB Price Fund Name 2wk UP?
18.74 01-07 FSAGX 22.03 SGold NO
14.69 02-04 FSELX 10.34 SSemiconductors NO
13.84 03-27 FBSOX 74.48 SITServices YES
13.14 04-04 FLATX 27.53 LatinAmerica YES
12.32 05-21 FSPTX 17.78 STechnology YES
11.62 06-14 FSHOX 59.81 SConstructionandHousing YES
11.37 07-01 FSHCX 94.68 SHealthCareServices YES
11.37 08-20 FSCSX 19.20 SSoftware&ITServices YES
11.30 09-09 FSPCX 64.72 SInsurance NO
10.70 10-10 FTRNX 109.84 Trend YES
10.28 11-02 FTQGX 26.24 FocusedStock YES
10.26 12-03 FSVLX 17.42 SConsumerFinance YES
10.07 13-04 FSDAX 18.17 SDefense&Aerospace YES
9.86 14-02 FDFFX 38.62 Independence YES
9.67 15-01 FSRPX 16.56 SRetailing YES
9.62 16-01 FSAVX 34.13 SAutomotive YES
9.59 17-02 FDEGX 49.01 Growth Strategies YES
8.88 18-04 FHKCX 34.80 ChinaRegion NO
8.83 19-02 FDLSX 16.39 SLeisure NO
8.71 20-01 FSAIX 77.55 SAirTransportation YES
Last Week
17.42 01-06 FSAGX 21.57 SGold NO
12.69 02-26 FBSOX 73.19 SITServices NO
12.34 03-03 FSELX 10.05 SSemiconductors NO
11.86 04-03 FLATX 27.03 LatinAmerica NO
11.59 05-08 FSPCX 64.50 SInsurance NO
11.52 06-20 FSPTX 17.54 STechnology NO
10.79 07-13 FSHOX 59.00 SConstructionandHousing YES
10.64 08-19 FSCSX 18.96 SSoftware&ITServices NO
10.49 09-03 FHKCX 35.15 ChinaRegion YES
9.97 10-02 FSVLX 17.28 SConsumerFinance YES
9.81 11-09 FTRNX 108.35 Trend NO
9.57 12-03 FSDAX 17.99 SDefense&Aerospace NO
9.19 13-03 FSMEX 56.81 SMedicalEquipment&Systems YES
9.11 14-01 FIGFX 14.91 InternationalGrowth YES
8.98 15-01 FDFFX 38.11 Independence NO
8.87 16-01 FDLSX 16.32 SLeisure YES
8.87 17-01 FDEGX 48.44 Growth Strategies NO
8.69 18-08 FIVFX 22.09 InternationalCapApp NO
8.62 19-04 FEMEX 10.21 EmergingEMEA NO
8.60 20-01 FTQGX 25.70 FocusedStock NO

It will be some time before I get all of the % returns correct.
IRA#1 is currently invested in:
100% – SGold(FSAGX)(17Jun19) from Cash(13May19)
May19 1m-7% 3m-9% 6m-16% 12m-19% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – STechnology(FSPTX_(14Jul19) from Cash(20May19)
20% – LatinAmerica(FLATX(24Jun19) from Cash(13May19)
20% – SGold(FSAGX)(17Jun19) from Cash(13May19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
20% – SITServices(FBSOX)(28Jan19) from Cash(15Oct18)
May19 1m-6% 3m-4% 6m-4% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
ETFs
PTNQ May19 1m-8% 3m+1% 6m+1% 12m+1%
QQQ May19 1m-8% 3m-0% 6m+3% 12m+3%
TQQQ May19 1m-24% 3m-2% 6m-1% 12m-10%

A OK week, not a buy week. The sum of all the deviations has been 708, 652, and now 733 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 54, 38, and now 32.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 4% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 4% above its 50 day moving average,
IWM (Russell 2000 ETF) is 2% above its 50 day moving average,
SPY, QQQ and IWM are above their 200 day moving average.
The sum of the deviations is positive.
Not a time to buy – Sum of all deviations is not up 2 weeks in a row.

www.macrovoices.com is the internet home of the MacroVoices interviews and podcasts. They have expanded their interviews from the Wednesday hour+ interview – this week MacroVoices #174 John Netto: Gold will hit $1500 this month – with two  shorter weekly interviews. The all stars report – this week – All-Stars #27 Pippa Malmgren: Don’t underestimate the importance of data security – and energy week – this week – Energy Week #9: OPEC+, G20, And a Deep Dive on Forward Curves. The all stars is the most interesting of the two new reports. #27 is Pippa Malmgren – a outstanding economist. #26 is Juleitte Declercq – a good international view. #25 is Danielle DiMartino Booth – a former Federal Reserve Board employee who watches the FEB closely. In a previous interview Booth said in her time at the FRB a high number of the 1600+ employees were economic PHDs who spent all their time getting published in their unique economic specialties rather than working to produce better results from and for the FRB – our money at work.

IRA#1
SGold has a price of 21.57, a sell price 20.60, a rank of 01, and is a hold. (ETF – GDX, GLD)
IRA#2
SITServices has a price of 73.19, a sell price 69.53, a rank of 02, and is a hold. (ETF – PSJ, FTXL)
SDefense&Aerospace has a price of 17.99, a sell price 17.09, a rank of 12, and is a hold. (ETF – ITA, XAR)
SGold has a price of 21.57, a sell price 20.60, a rank of 01, and is a hold. (ETF – GDX, GLD)
LatinAmerica has a price of 27.03, a sell price 25.68, a rank of 04, and is a hold. (ETF – EWZS, AGT)

My investment changes this weekend:
IRA #1 – None
IRA #2 – None
My mutual fund 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).
%Dev Rnk SYMB Price Fund Name 2wk UP?
17.42 01-06 FSAGX 21.57 SGold NO
12.69 02-26 FBSOX 73.19 SITServices NO
12.34 03-03 FSELX 10.05 SSemiconductors NO
11.86 04-03 FLATX 27.03 LatinAmerica NO
11.59 05-08 FSPCX 64.50 SInsurance NO
11.52 06-20 FSPTX 17.54 STechnology NO
10.79 07-13 FSHOX 59.00 SConstructionandHousing YES
10.64 08-19 FSCSX 18.96 SSoftware&ITServices NO
10.49 09-03 FHKCX 35.15 ChinaRegion YES
9.97 10-02 FSVLX 17.28 SConsumerFinance YES
9.81 11-09 FTRNX 108.35 Trend NO
9.57 12-03 FSDAX 17.99 SDefense&Aerospace NO
9.19 13-03 FSMEX 56.81 SMedicalEquipment&Systems YES
9.11 14-01 FIGFX 14.91 InternationalGrowth YES
8.98 15-01 FDFFX 38.11 Independence NO
8.87 16-01 FDLSX 16.32 SLeisure YES
8.87 17-01 FDEGX 48.44 Growth Strategies NO
8.69 18-08 FIVFX 22.09 InternationalCapApp NO
8.62 19-04 FEMEX 10.21 EmergingEMEA NO
8.60 20-01 FTQGX 25.70 FocusedStock NO
Last Week
01-05 19.11 FSAGX 21.68 SGold YES
02-02 12.74 FSELX 10.02 SSemiconductors YES
03-25 10.72 FBSOX 71.43 SITServices NO
04-07 9.84 FSPCX 63.10 SInsurance NO
05-19 9.77 FSPTX 17.16 STechnology NO
06-12 9.74 FSHOX 58.11 SConstructionandHousing YES
07-02 9.32 FSDAX 17.86 SDefense&Aerospace NO
08-01 9.31 FSDPX 69.95 SMaterials YES
09-02 9.24 FHKCX 34.56 ChinaRegion YES
10-01 9.16 FSCHX 13.03 SChemicals NO
11-02 9.08 FSMEX 56.48 SMedicalEquipment&Systems YES
12-02 8.98 FLATX 26.17 LatinAmerica NO
13-01 8.83 FSMVX 22.53 MidCapValue YES
14-18 8.68 FSCSX 18.52 SSoftware&ITServices NO
15-02 8.65 FFGCX 12.61 GlobalCommodity Stock YES
16-07 8.50 FIVFX 21.95 InternationalCapApp NO
17-03 8.47 FEMEX 10.15 EmergingEMEA NO
18-01 8.31 FSLEX 25.56 SEnvironmental&AltEnergy YES
19-01 8.31 FSVLX 16.93 SConsumerFinance YES
20-08 8.29 FTRNX 106.29 Trend NO

It will be some time before I get all of the % returns correct.
IRA#1 is currently invested in:
100% – SGold(FSAGX)(17Jun19) from Cash(13May19)
May19 1m-7% 3m-9% 6m-16% 12m-19% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – Cash(20May19) from SSemiconductors(FSELX)(15Apr19)
20% – LatinAmerica(FLATX(24Jun19) from Cash(13May19)
20% – SGold(FSAGX)(17Jun19) from Cash(13May19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
20% – SITServices(FBSOX)(28Jan19) from Cash(15Oct18)
May19 1m-6% 3m-4% 6m-4% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
ETFs
PTNQ May19 1m-8% 3m+1% 6m+1% 12m+1%
QQQ May19 1m-8% 3m-0% 6m+3% 12m+3%
TQQQ May19 1m-24% 3m-2% 6m-1% 12m-10%