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%