A good week, a buy week. The sum of all the deviations has been 380, 481, and now 531 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 02, 05, and now 54. (8 in the my top 20).
Time to buy STransportation. This is my highest rated buy fund
Macrovoices.com has interesting guest interviews and at the end of the interviews the hosts produce their view of the market and a couple of interesting charts. On the 20Sep show at the end of the interview (65 minutes into the podcast or online) the discussion was about their lastest charts – https://www.macrovoices.com/guest-content/list-guest-publications/2145-bigpicturetrading-chart-book-september-20/file . Their view of the potential future market movements is not wonderful.
IRA#1
SRetailing has a price of 16.63, a sell price 15.81, a rank of 02, and is a hold. (ETF – XRT, PEZ)
IRA#2
SITServices has a price of 67.47 a sell price 64.10, a rank of 04, and is a hold. (ETF – XWEB – stopped out 28Jun, XITK – stopped out on 27Jun)
SRetailing has a price of 16.63, a sell price 15.81, a rank of 02, and is a hold. (ETF – XRT, PEZ)
SSoftware&ITServices has a price of 19.65, a sell price 18.82, a rank of 14, and is a hold. (ETF – ARKW & FDN – stopped out on 30Jul)
SMedicalTechnologyandDevices has a price of 55.78, a sell price 53.02, a rank of 03, and is a hold. (ETF – XPH, ARKG)
STransportation has a price of 108.29, a sell price TBD, a rank of 07, and is a buy. (ETF – IYT, XTN)
My mutual fund portfolio changes this weekend:
IRA #1 – None
IRA #2 – Invest 20% in STransportation
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).
This week:
12.87 01-15 FSHCX 106.29 SHealthCareServices
11.80 02-45 FSRPX 16.63 SRetailing
11.74 03-09 FSMEX 55.78 SMedicalTechnologyandDevices
11.64 04-37 FBSOX 67.47 SITServices
9.81 05-24 FTQGX 27.55 FocusedStock
9.54 06-15 FSPHX 26.86 SHealthCare
9.38 07-03 FSRFX 108.59 STransportation Yes
8.89 08-06 FSDCX 40.53 SCommunicationsEquipment Yes
8.80 09-02 FSDAX 18.79 SDefense&Aerospace Yes
8.49 10-11 FSUIX 15.50 LargeCapGrowthIndex – Inv
8.40 11-01 FSAIX 85.32 SAirTransportation Yes
8.21 12-16 FSCPX 47.76 SConsumerDiscretionary
8.17 13-01 FSPCX 71.11 SInsurance Yes
8.13 14-35 FSCSX 19.65 SSoftware&ITServices
8.10 15-24 FBGRX 100.58 BlueChipGrowth
7.89 16-01 FCYIX 37.84 SIndustrials Yes
7.81 17-24 FOCPX 12.61 OTCPortfolio
7.66 18-01 FSTCX 60.98 STelecommunications Yes
7.56 19-03 FDCPX 101.67 SComputers
7.36 20-05 FTRNX 113.00 Trend
Last Week
12.56 01-44 FSRPX 16.64 SRetailing
12.49 02-08 FSMEX 55.81 SMedicalTechnologyandDevices
12.33 03-14 FSHCX 105.07 SHealthCareServices
12.09 04-36 FBSOX 67.33 SITServices
10.94 05-23 FTQGX 27.69 FocusedStock
10.17 06-14 FSPHX 26.88 SHealthCare
9.45 07-23 FOCPX 12.75 OTCPortfolio
9.19 08-02 FSRFX 107.87 STransportation
9.04 09-10 FSUIX 15.51 LargeCapGrowthIndex – Inv
8.87 10-34 FSCSX 19.70 SSoftware&ITServices
8.86 11-23 FBGRX 100.85 BlueChipGrowth
8.53 12-15 FSCPX 47.69 SConsumerDiscretionary
8.32 13-01 FDCPX 101.98 SComputers
8.32 14-05 FSDCX 40.13 SCommunicationsEquipment
8.31 15-04 FTRNX 113.56 Trend
7.95 16-03 FDSVX 37.17 Growth Discovery
7.88 17-14 FNCMX 105.61 NasdaqCompositeIndex
7.85 18-01 FSDAX 18.54 SDefense&Aerospace Yes
7.61 19-01 FCNTX 14.03 Contrafund
7.57 20-07 FLGEX 21.42 LargeCapGrowthEnhancedIndex
IRA#1 is currently invested in:
100% – SRetailing(FSRPX)(16Jul18) from CashReserves(FDRXX)(18Jun18)
Jul18 1m-2% 3m-2% 6m-7% 12m+10% 24m+16% 36m+17% 60m+47% 120m+3%
Jun18 1m-3% 3m+0% 6m-0% 12m+17% 24m+25% 36m+13% 60m+55% 120m-2%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – STransportation(FSRFX)(24Sep18) from CashReserves(FDRXX)(02Apr18)
20% – SMedicalTechnologyandDevices(FSMEX)(04Sep18) from CashReserves(FDRXX)(02Apr18)
20% – SSoftware&ITServices(FSCSX)(16Jul18) from CashReserves(FDRXX)(05Mar18)
20% – SRetailing(FSRPX)(11Jun18) from CashReserves(FDRXX)(05Mar18)
20% – SITServices(FBSOX)(14May18) from CashReserves(FDRXX)(12Feb18)
Jul18 1m+0% 3m+1% 6m-3% 12m+6% 24m+11% 36m+13% 60m+19% 120m+40%
Jun18 1m-0% 3m+1% 6m-1% 12m+6% 24m+16% 36m+11% 60m+25% 120m+40%
Average annual return since 1/82 11%