28 August 2020

A good week, a buy week. The sum of all the deviations has been 1118, 1102, and now 1320 – up 2 weeks in a row – a buy week.
The number of funds I rate as a buy over the last 3 weeks has been 43, 43, and now 39.

Pacer Trendpilot ETFs offer funds which switch to T-Bills anytime the index they follow declines below the index 200 day average.
Currently their holdings are:
PTLC Pacer Trendpilot US Large Cap ETF follow the S&P500 index and is 100% in equities as of 03Jun.
PTMC Pacer Trendpilot US Mid Cap ETF follows the S&P MidCap 400 index and is 100% in equities as of 23Jul.
PTNQ Pacer Trendpilot 100 ETF follows the NASDAQ-100 index and is 100% invested in equities as of 17Apr.
I am currently invested in PTNQ.

I good week. The sum of all deviations at 1320 is very bothersome. Last time it the numbers were over 1k for a couple of weeks the decline started.
Make sure you watch your investments.
I really think the market is going to decline through the end of the year. We are in the silly political season.

IRA#1
BlueChipGrowth has a price of 148.27 a sell price 148.97, a rank of 03, and is a hold. (ETF – IWF, VONG)

IRA#2
BlueChipGrowth has a price of 148.27 a sell price 148.97, a rank of 03, and is a hold. (ETF – IWF, VONG)
EmergingAsia has a price of 62.24, a sell price 59.13, a rank of 05, and is a hold. (ETF – FNI, SMIN)
DisruptiveTechnology has a price of 15.78, a sell price 14.66, a rank of 01, and is a hold. (ETF – SOXX, SMH)
SEnergyServices has a price of 12.50, a sell price 11.88, a rank of 56, and is a Sell on or after 09/16. (ETF – XOP, FXN)
OTCPortfolio has a price of 17.35, a sell price TBD, a rank of 04, and is a buy. (ETF – QQQ, ARKK)

My investment changes this weekend:
IRA #1 – none
IRA #2 – OTCPortfolio

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 for last 2 weeks).
30.95 01-06 FTEKX 15.78 DisruptiveTechnology NO
29.66 02-07 FSPTX 27.89 STechnology NO
29.39 03-20 FBGRX 154.97 BlueChipGrowth NO
26.43 04-25 FOCPX 17.35 OTCPortfolio NO
25.77 05-12 FSEAX 62.24 EmergingAsia NO
24.33 06-08 FTRNX 143.50 Trend NO
23.81 07-22 FSAGX 34.50 SGold NO
23.55 08-02 FSCSX 26.35 SSoftware&ITServices NO
23.29 09-13 FNCMX 147.60 NasdaqCompositeIndex YES
22.73 10-03 FSAVX 41.59 SAutomotive YES
22.32 11-13 FSRPX 21.86 SRetailing YES
22.16 12-20 FIFNX 15.74 Founders NO
22.10 13-11 FLGEX 27.67 LargeCapGrowthEnhancedIndex NO
21.72 14-17 FHKCX 50.96 ChinaRegion NO
21.72 15-11 FCNTX 17.49 Contrafund NO
21.68 16-15 FDSVX 50.55 GrowthDiscovery NO
21.62 17-15 FTQGX 33.23 FocusedStock NO
19.63 18-03 FSCPX 59.63 SConsumerDiscretionary YES
19.06 19-04 FWWFX 34.20 Worldwide NO
19.06 20-02 FDCAX 41.34 CapitalAppreciation NO
Last Week
22.56 01-20 FSAGX 33.32 SGold NO
25.74 01-19 FBGRX 148.27 BlueChipGrowth NO
24.26 02-05 FTEKX 14.73 DisruptiveTechnology NO
24.01 03-06 FSPTX 26.26 STechnology NO
23.42 04-11 FSEAX 60.25 EmergingAsia NO
22.82 05-24 FOCPX 16.62 OTCPortfolio NO
22.73 06-21 FSAGX 33.77 SGold NO
21.53 07-07 FTRNX 138.47 Trend NO
20.72 08-12 FNCMX 142.75 NasdaqCompositeIndex NO
20.66 09-12 FSRPX 21.31 SRetailing YES
19.59 10-02 FSAVX 40.04 SAutomotive YES
19.24 11-16 FHKCX 49.35 ChinaRegion NO
19.21 12-14 FTQGX 32.20 FocusedStock NO
18.90 13-10 FLGEX 26.63 LargeCapGrowthEnhancedIndex NO
18.89 14-19 FIFNX 15.14 Founders NO
18.58 15-14 FDSVX 48.70 GrowthDiscovery NO
17.35 16-02 FSCPX 57.89 SConsumerDiscretionary YES
17.21 17-10 FCNTX 16.65 Contrafund NO
17.10 18-03 FWWFX 33.30 Worldwide NO
16.70 19-01 FSCSX 24.58 SSoftware&ITServices NO
16.43 20-01 FDCAX 40.02 CapitalAppreciation NO

IRA#1 is currently invested in:
100% – BlueChipGrowth(FBGRX)(01Jun20) from Cash(23Mar20)
Mar20 1m-21% 3m-31% 6m-17% 12m-17% 24m-25%
IRA#2 is currently invested in:
20% – OTCPortfolio(FOCPX)(31Aug20) from Cash(21Oct19)
20% – SEnergyServices(FSESX)(17Aug20) from Cash(20Mar20)
20% – BlueChipGrowth(FBGRX)(01Jun20) from Cash(23Mar20)
20% – EmergingAsia(FSEAX)(13Jul20) from Cash(03Feb20)
20% – DisruptiveTechnology(FTEKX)(10Aug20) from Cash(03Feb20)
Mar20 1m-3% 3m-7% 6m-0% 12m+0% 24m-4%

21 August 2020

An almost good week, not a buy week. The sum of all the deviations has been 1116, 1118, and now 1102 – not up 2 weeks in a row – not a buy week.
The number of funds I rate as a buy over the last 3 weeks has been 60, 43, and now 43.

Pacer Trendpilot ETFs offer funds which switch to T-Bills anytime the index they follow declines below the index 200 day average.
Currently their holdings are:
PTLC Pacer Trendpilot US Large Cap ETF follow the S&P500 index and is 100% in equities as of 03Jun.
PTMC Pacer Trendpilot US Mid Cap ETF follows the S&P MidCap 400 index and is 100% in equities as of 23Jul.
PTNQ Pacer Trendpilot 100 ETF follows the NASDAQ-100 index and is 100% invested in equities as of 17Apr.
I am currently invested in PTNQ.

So last week’s investment, SEnergyServices, proved to be a bad investment. Perhaps I should ignore this fund in the future.
In addition we are within 3 months of the presidential election – a time to watch your investment closely!!
I really think the market is going to decline through the end of the year. We are in the silly political season.

IRA#1
BlueChipGrowth has a price of 148.27 a sell price 140.86, a rank of 01, and is a hold. (ETF – IWF, VONG)

IRA#2
BlueChipGrowth has a price of 148.27 a sell price 140.86, a rank of 01, and is a hold. (ETF – IWF, VONG)
EmergingAsia has a price of 61.25, a sell price 57.24, a rank of 03, and is a hold. (ETF – FNI, SMIN)
DisruptiveTechnology has a price of 14.73, a sell price 13.98, a rank of 02, and is a hold. (ETF – SOXX, SMH)
SEnergyServices has a price of 12.19, a sell price 11.58, a rank of 58, and is a Sell on or after 09/16. (ETF – XOP, FXN)

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 for last 2 weeks).
25.74 01-19 FBGRX 148.27 BlueChipGrowth NO
24.26 02-05 FTEKX 14.73 DisruptiveTechnology NO
24.01 03-06 FSPTX 26.26 STechnology NO
23.42 04-11 FSEAX 60.25 EmergingAsia NO
22.82 05-24 FOCPX 16.62 OTCPortfolio NO
22.73 06-21 FSAGX 33.77 SGold NO
21.53 07-07 FTRNX 138.47 Trend NO
20.72 08-12 FNCMX 142.75 NasdaqCompositeIndex NO
20.66 09-12 FSRPX 21.31 SRetailing YES
19.59 10-02 FSAVX 40.04 SAutomotive YES
19.24 11-16 FHKCX 49.35 ChinaRegion NO
19.21 12-14 FTQGX 32.20 FocusedStock NO
18.90 13-10 FLGEX 26.63 LargeCapGrowthEnhancedIndex NO
18.89 14-19 FIFNX 15.14 Founders NO
18.58 15-14 FDSVX 48.70 GrowthDiscovery NO
17.35 16-02 FSCPX 57.89 SConsumerDiscretionary YES
17.21 17-10 FCNTX 16.65 Contrafund NO
17.10 18-03 FWWFX 33.30 Worldwide NO
16.70 19-01 FSCSX 24.58 SSoftware&ITServices NO
16.43 20-01 FDCAX 40.02 CapitalAppreciation NO
Last Week
22.56 01-20 FSAGX 33.32 SGold NO
22.38 02-18 FBGRX 142.35 BlueChipGrowth NO
22.21 03-10 FSEAX 58.92 EmergingAsia NO
22.12 04-02 FSESX 13.49 SEnergyServices YES
21.77 05-04 FTEKX 14.25 DisruptiveTechnology NO
21.54 06-29 FSPTX 25.41 STechnology NO
20.27 07-11 FSRPX 21.01 SRetailing YES
20.13 08-23 FOCPX 16.06 OTCPortfolio NO
19.48 09-06 FTRNX 134.60 Trend NO
18.84 10-11 FNCMX 139.00 NasdaqCompositeIndex NO
18.77 11-15 FHKCX 48.66 ChinaRegion NO
17.32 12-13 FTQGX 31.37 FocusedStock NO
17.15 13-18 FIFNX 14.77 Founders NO
17.03 14-01 FSAVX 38.78 SAutomotive YES
16.69 15-01 FSCPX 57.04 SConsumerDiscretionary YES
16.66 16-09 FLGEX 25.87 LargeCapGrowthEnhancedIndex NO
16.62 17-13 FDSVX 47.43 GrowthDiscovery NO
15.97 18-02 FWWFX 32.68 Worldwide NO
15.72 19-09 FCNTX 16.29 Contrafund NO
15.45 20-01 FSHOX 66.19 SConstructionandHousing YES

IRA#1 is currently invested in:
100% – BlueChipGrowth(FBGRX)(01Jun20) from Cash(23Mar20)
Mar20 1m-21% 3m-31% 6m-17% 12m-17% 24m-25%
IRA#2 is currently invested in:
20% – SEnergyServices(FSESX)(17Aug20) from Cash(20Mar20)
20% – BlueChipGrowth(FBGRX)(01Jun20) from Cash(23Mar20)
20% – EmergingAsia(FSEAX)(13Jul20) from Cash(03Feb20)
20% – DisruptiveTechnology(FTEKX)(10Aug20) from Cash(03Feb20)
20% – Cash(02Mar20) from SWireless(21Oct19)
Mar20 1m-3% 3m-7% 6m-0% 12m+0% 24m-4%

14 August 2020

A good week, a buy week. The sum of all the deviations has been 917, 1116, and now 1118 – up 2 weeks in a row – a buy week.
The number of funds I rate as a buy over the last 3 weeks has been 41, 60, and now 43.
Another thing to consider is the last time my sum of deviations went over 1000, the market started a decline within about 6 weeks.

Pacer Trendpilot ETFs offer funds which switch to T-Bills anytime the index they follow declines below the index 200 day average.
Currently their holdings are:
PTLC Pacer Trendpilot US Large Cap ETF follow the S&P500 index and is 100% in equities as of 03Jun.
PTMC Pacer Trendpilot US Mid Cap ETF follows the S&P MidCap 400 index and is 100% in equities as of 23Jul.
PTNQ Pacer Trendpilot 100 ETF follows the NASDAQ-100 index and is 100% invested in equities as of 17Apr.
I am currently invested in PTNQ.

So I had two problems with last week’s report. Fidelity failed to update the distribution list so the numbers were slightly off.
Also DisruptiveTechnology is a relative new fund so Fidelity limits the amount to invest. I have a 403b which does not even allow that fund, so I purchased OTCPortfolio.
In additon we are within 3 months of the presidential election – a time to watch your investment closely!!

IRA#1
BlueChipGrowth has a price of 142.35 a sell price 135.23, a rank of 02, and is a hold. (ETF – IWF, VONG)

IRA#2
BlueChipGrowth has a price of 142.35, a sell price 135.23, a rank of 02, and is a hold. (ETF – IWF, VONG)
EmergingAsia has a price of 58.92, a sell price 56.78, a rank of 03, and is a hold. (ETF – FNI, SMIN)
DisruptiveTechnology has a price of 14.25, a sell price 13.54, a rank of 05, and is a hold. (ETF – SOXX, SMH)
SEnergyServices has a price of 13.49, a sell price TBD, a rank of 04, and is a buy. (ETF – XOP, FXN)

My investment changes this weekend:
IRA #1 – none
IRA #2 – Invest 20% in SEnergyServices

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 for last 2 weeks).
22.56 01-20 FSAGX 33.32 SGold NO
22.38 02-18 FBGRX 142.35 BlueChipGrowth NO
22.21 03-10 FSEAX 58.92 EmergingAsia NO
22.12 04-02 FSESX 13.49 SEnergyServices YES
21.77 05-04 FTEKX 14.25 DisruptiveTechnology NO
21.54 06-29 FSPTX 25.41 STechnology NO
20.27 07-11 FSRPX 21.01 SRetailing YES
20.13 08-23 FOCPX 16.06 OTCPortfolio NO
19.48 09-06 FTRNX 134.60 Trend NO
18.84 10-11 FNCMX 139.00 NasdaqCompositeIndex NO
18.77 11-15 FHKCX 48.66 ChinaRegion NO
17.32 12-13 FTQGX 31.37 FocusedStock NO
17.15 13-18 FIFNX 14.77 Founders NO
17.03 14-01 FSAVX 38.78 SAutomotive YES
16.69 15-01 FSCPX 57.04 SConsumerDiscretionary YES
16.66 16-09 FLGEX 25.87 LargeCapGrowthEnhancedIndex NO
16.62 17-13 FDSVX 47.43 GrowthDiscovery NO
15.97 18-02 FWWFX 32.68 Worldwide NO
15.72 19-09 FCNTX 16.29 Contrafund NO
15.45 20-01 FSHOX 66.19 SConstructionandHousing YES
Last Week
30.92 01-19 FSAGX 35.17 SGold NO
29.40 02-03 FTEKX 14.97 DisruptiveTechnology YES
25.44 03-09 FSEAX 59.77 EmergingAsia NO
23.79 04-17 FBGRX 142.29 BlueChipGrowth NO
23.61 05-28 FSPTX 25.55 STechnology NO
20.88 06-22 FOCPX 15.99 OTCPortfolio YES
20.25 07-05 FTRNX 134.07 Trend NO
19.91 08-14 FHKCX 48.64 ChinaRegion NO
19.08 09-10 FSRPX 20.58 SRetailing YES
18.86 10-17 FIFNX 14.85 Founders NO
18.52 11-01 FSESX 12.94 SEnergyServices YES
17.88 12-12 FDSVX 47.52 GrowthDiscovery NO
17.84 13-12 FTQGX 31.22 FocusedStock NO
17.46 14-01 FFIDX 58.57 Fidelity YES
17.38 15-08 FLGEX 25.80 LargeCapGrowthEnhancedIndex NO
17.19 16-08 FCNTX 16.36 Contrafund NO
16.98 17-10 FNCMX 135.47 NasdaqCompositeIndex NO
16.47 18-08 FSCSX 24.13 SSoftware&ITServices NO
16.14 19-01 FDCAX 39.26 CapitalAppreciation YES
16.09 20-01 FWWFX 32.44 Worldwide YES

IRA#1 is currently invested in:
100% – BlueChipGrowth(FBGRX)(01Jun20) from Cash(23Mar20)
Mar20 1m-21% 3m-31% 6m-17% 12m-17% 24m-25%
IRA#2 is currently invested in:
20% – SEnergyServices(FSESX)(17Aug20) from Cash(20Mar20)
20% – BlueChipGrowth(FBGRX)(01Jun20) from Cash(23Mar20)
20% – EmergingAsia(FSEAX)(13Jul20) from Cash(03Feb20)
20% – DisruptiveTechnology(FTEKX)(10Aug20) from Cash(03Feb20)
20% – Cash(02Mar20) from SWireless(21Oct19)
Mar20 1m-3% 3m-7% 6m-0% 12m+0% 24m-4%

07 August 2020

A good week, a buy week. The sum of all the deviations has been 836, 917, and now 1116 – up 2 weeks in a row – a buy week.
The number of funds I rate as a buy over the last 3 weeks has been 36, 41, and now 60.
Another thing to consider is the last time my sum of deviations went over 1000, the market started a decline within about 6 weeks.

Pacer Trendpilot ETFs offer funds which switch to T-Bills anytime the index they follow declines below the index 200 day average.
Currently their holdings are:
PTLC Pacer Trendpilot US Large Cap ETF follow the S&P500 index and is 100% in equities as of 03Jun.
PTMC Pacer Trendpilot US Mid Cap ETF follows the S&P MidCap 400 index and is 100% in equities as of 23Jul.
PTNQ Pacer Trendpilot 100 ETF follows the NASDAQ-100 index and is 100% invested in equities as of 17Apr.
I am currently invested in PTNQ.

On Friday’s Gary Kaltbaum radio show his theme was “Things. They are A Changing.” He feels that tech is no longer the next place to invest.
On Friday’s Vertical Research Advisory podcast, they suggested tech was going to continue well.
Either way, the actions to take are to make sure you have a sell price.
In addition we are within 3 months of the presidential election – a time to watch your investment closely.

IRA#1
BlueChipGrowth has a price of 142.29, a sell price 135.18, a rank of 04, and is a hold. (ETF – IWF, VONG)

IRA#2
BlueChipGrowth has a price of 142.29, a sell price 135.18, a rank of 04, and is a hold. (ETF – IWF, VONG)
EmergingAsia has a price of 59.77, a sell price 56.78, a rank of 03, and is a hold. (ETF – FNI, SMIN)
DisruptiveTechnology has a price of 14.97, a sell price TPD, a rank of 02, and is a BUY. (ETF – SOXX, SMH)
Fidelity launched several Disruptive funds. Their gimmick is a 1% expense charge if held for 1 year, then 0.75%, and later 0.50%.

My investment changes this weekend:
IRA #1 – none
IRA #2 – Invest 20% in DisruptiveTechnology

My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 60% 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 for last 2
weeks).
30.92 01-19 FSAGX 35.17 SGold NO
29.40 02-03 FTEKX 14.97 DisruptiveTechnology YES
25.44 03-09 FSEAX 59.77 EmergingAsia NO
23.79 04-17 FBGRX 142.29 BlueChipGrowth NO
23.61 05-28 FSPTX 25.55 STechnology NO
20.88 06-22 FOCPX 15.99 OTCPortfolio YES
20.25 07-05 FTRNX 134.07 Trend NO
19.91 08-14 FHKCX 48.64 ChinaRegion NO
19.08 09-10 FSRPX 20.58 SRetailing YES
18.86 10-17 FIFNX 14.85 Founders NO
18.52 11-01 FSESX 12.94 SEnergyServices YES
17.88 12-12 FDSVX 47.52 GrowthDiscovery NO
17.84 13-12 FTQGX 31.22 FocusedStock NO
17.46 14-01 FFIDX 58.57 Fidelity YES
17.38 15-08 FLGEX 25.80 LargeCapGrowthEnhancedIndex NO
17.19 16-08 FCNTX 16.36 Contrafund NO
16.98 17-10 FNCMX 135.47 NasdaqCompositeIndex NO
16.47 18-08 FSCSX 24.13 SSoftware&ITServices NO
16.14 19-01 FDCAX 39.26 CapitalAppreciation YES
16.09 20-01 FWWFX 32.44 Worldwide YES
Last Week
33.20 01-18 FSAGX 35.20 SGold YES
24.63 02-08 FSEAX 58.59 EmergingAsia NO
21.78 03-02 FTEKX 13.87 DisruptiveTechnology YES
21.67 04–16 FBGRX 138.10 BlueChipGrowth NO
21.49 05-27 FSPTX 24.80 STechnology NO
20.63 06-13 FHKCX 48.42 ChinaRegion NO
19.32 07-21 FOCPX 15.61 OTCPortfolio YES
18.33 08-04 FTRNX 130.53 Trend NO
18.11 09-16 FIFNX 14.61 Founders NO
18.04 10-09 FNCMX 135.47 NasdaqCompositeIndex NO
17.37 11-09 FSRPX 20.08 SRetailing NO
16.46 12-11 FDSVX 48.37 GrowthDiscovery NO
16.13 13-02 FSMEX 68.60 SMedicalTechnologyandDevices YES
15.94 14-07 FLGEX 25.25 LargeCapGrowthEnhancedIndex NO
15.64 15-11 FTQGX 30.35 FocusedStock NO
15.59 16-07 FCNTX 15.99 Contrafund NO
15.53 17-01 FEMKX 38.31 EmergingMarkets NO
15.20 18-07 FSCSX 23.66 SSoftware&ITServices NO
15.16 19-01 FMDGX 23.44 MidCapGrowthIndex YES
14.53 20-01 FDFFX 42.08 Independence NO

IRA#1 is currently invested in:
100% – BlueChipGrowth(FBGRX)(01Jun20) from Cash(23Mar20)
Mar20 1m-21% 3m-31% 6m-17% 12m-17% 24m-25%
IRA#2 is currently invested in:
20% – BlueChipGrowth(FBGRX)(01Jun20) from Cash(23Mar20)
20% – EmergingAsia(FSEAX)(13Jul20) from Cash(03Feb20)
20% – DisruptiveTechnology(FTEKX)(10Aug20) from Cash(03Feb20)
20% – Cash(02Mar20) from STechnology(21Jan20)
20% – Cash(02Mar20) from SWireless(21Oct19)
Mar20 1m-3% 3m-7% 6m-0% 12m+0% 24m-4%

31 July 2020

A good week, almost a buy week. The sum of all the deviations has been 856, 836, and now 917 – not up 2 weeks in a row – not a buy week.
The number of funds I rate as a buy over the last 3 weeks has been 36, 36, and now 41.

Pacer Trendpilot ETFs offer funds which switch to T-Bills anytime the index they follow declines below the index 200 day average.
Currently their holdings are:
PTLC Pacer Trendpilot US Large Cap ETF follow the S&P500 index and is 100% in equities as of 03Jun.
PTMC Pacer Trendpilot US Mid Cap ETF follows the S&P MidCap 400 index and is 100% in equities as of 23Jul.
PTNQ Pacer Trendpilot 100 ETF follows the NASDAQ-100 index and is 100% invested in equities as of 17Apr.
I am currently invested in PTNQ.

One of the daily podcasts I receive is from Vertical Research Advisory. On Wednesday it covered how the market was in a melt up and the big pharma war on hydroxychloroquine. The US is spending millions to pay the big medical companies to develop drugs and as the stocks go up, the executives are dumping the stock. There are countries which use hydroxychloroquine but there is no money in it for the big medical companies thus you have to kill it. During my 52 weeks in Vietnam, I along with another 2.7M GIs took hydroxychloroquine weekly.

IRA#1
BlueChipGrowth has a price of 138.10, a sell price 131.20, a rank of 04, and is a hold. (ETF – IWF, VONG)

IRA#2
BlueChipGrowth has a price of 138.10, a sell price 131.20, a rank of 04, and is a hold. (ETF – IWF, VONG)
EmergingAsia has a price of 55.59, a sell price 55.66, a rank of 02, and is a hold. (ETF – FNI, SMIN) –

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 – 40% 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 for last 2 weeks).
33.20 01-18 FSAGX 35.20 SGold YES
24.63 02-08 FSEAX 58.59 EmergingAsia NO
21.78 03-02 FTEKX 13.87 DisruptiveTechnology YES
21.67 04–16 FBGRX 138.10 BlueChipGrowth NO
21.49 05-27 FSPTX 24.80 STechnology NO
20.63 06-13 FHKCX 48.42 ChinaRegion NO
19.32 07-21 FOCPX 15.61 OTCPortfolio YES
18.33 08-04 FTRNX 130.53 Trend NO
18.11 09-16 FIFNX 14.61 Founders NO
18.04 10-09 FNCMX 135.47 NasdaqCompositeIndex NO
17.37 11-09 FSRPX 20.08 SRetailing NO
16.46 12-11 FDSVX 48.37 GrowthDiscovery NO
16.13 13-02 FSMEX 68.60 SMedicalTechnologyandDevices YES
15.94 14-07 FLGEX 25.25 LargeCapGrowthEnhancedIndex NO
15.64 15-11 FTQGX 30.35 FocusedStock NO
15.59 16-07 FCNTX 15.99 Contrafund NO
15.53 17-01 FEMKX 38.31 EmergingMarkets NO
15.20 18-07 FSCSX 23.66 SSoftware&ITServices NO
15.16 19-01 FMDGX 23.44 MidCapGrowthIndex YES
14.53 20-01 FDFFX 42.08 Independence NO

Last Week
32.41 01-18 FSAGX 34.38 SGold YES
22.39 02-08 FSEAX 56.79 EmergingAsia NO
18.73 03-13 FHKCX 47.14 ChinaRegion NO
18.64 04-16 FBGRX 133.13 BlueChipGrowth NO
17.95 05-02 FTEKX 13.28 DisruptiveTechnology NO
16.62 06-09 FSRPX 19.77 SRetailing NO
16.61 07-21 FOCPX 15.10 OTCPortfolio NO
16.29 08-01 FSESX 12.50 SEnergyServices YES
15.94 09-27 FSPTX 23.40 STechnology NO
15.90 10-16 FIFNX 14.20 Founders NO
15.39 11-04 FTRNX 126.06 Trend NO
14.92 12-09 FNCMX 130.64 NasdaqCompositeIndex NO
14.41 13-02 FSMEX 67.01 SMedicalTechnologyandDevices YES
14.26 14-01 FEMKX 37.58 EmergingMarkets NO
13.93 15-11 FDSVX 46.91 GrowthDiscovery NO
13.64 16-11 FTQGX 29.58 FocusedStock NO
12.99 17-07 FSCSX 23.02 SSoftware&ITServices NO
12.97 18-02 FWWFX 31.07 Worldwide NO
12.84 19-07 FLGEX 24.37 LargeCapGrowthEnhancedIndex NO
12.83 20-01 FCNTX 15.48 Contrafund NO

IRA#1 is currently invested in:
100% – BlueChipGrowth(FBGRX)(01Jun20) from Cash(23Mar20)
Mar20 1m-21% 3m-31% 6m-17% 12m-17% 24m-25%
IRA#2 is currently invested in:
20% – BlueChipGrowth(FBGRX)(01Jun20) from Cash(23Mar20)
20% – Cash(13Jul20) from SEnergyServices(FSESX)(08Jun20)
20% – EmergingAsia(FSEAX)(13Jul20) from Cash(03Feb20)
20% – Cash(02Mar20) from STechnology(21Jan20)
20% – Cash(02Mar20) from SWireless(21Oct19)
Mar20 1m-3% 3m-7% 6m-0% 12m+0% 24m-4%