Consuelo Mack has a PBS show (and website and podcast) called WealthTrack. At the start of the show on 15July she quotes from Lewis Carroll’s “Alice’s Adventures in Wonderland” with the Cheshire cat telling Alice “We are all mad here” and Alice saying “It would so nice if something made sense for a change”. Ms. Mack then goes on to interview Brugere-Trelat and Trennert on the long-term consequences of Brexit. The two investment managers have some interesting opinions and suggestions for investments.
IBD TBP’s Market Pulse is “Confirmed Uptrend”. Time to invest. IBD had 5 suggestions for stocks near their buy point – Broadcom – AVGO, Salesforce – CRM, Adobe – ADBE, Smith&Wesson – SWCH, and Home Depot – HD.
My current investments:
IRA#1 and IRA#2
SMedicalEquipment&Sytems has a price of 41.63, a sell price of 39.55, a rank of 03, and is a hold. (ETF – IHI current stoploss 132.04)
IRA#2
Telecom&Utilities has a price of 26.56, a sell price 25.23, a rank of 07, and is a hold. (ETF – PUI current stoploss 26.10)
RealEstatePortfolio has a price of 47.03, a sell price 44.08, a rank of 04, and is a hold. (ETF – REZ current stoploss 64.66)
JapanSmallerCompanies has a price of 14.64, a sell price 14.25, a rank of 29, and is a sell – it has been held for 90+ days thus no extra fees. (ETF – SCJ current stoploss 58.34)
SGold has a price of 26.15, a sell price 26.42, a rank of 01, and is a hold. (ETF – GLDX I was stopped out of this again)
SLatinAmdrica has a price of 21.20, a sell price TBD, a rank of 02, and is a buy. (ETF – BRF) I could not find an ETF which is like SLatinAmerica, but BRF is sort of close.
My portfolio changes this weekend:
IRA #1 – None
IRA #2 – Investing in LatinAmerica and selling JapanSamllerCompanies.
My 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:
29.91 01-25 FSAGX 26.15 SGold
14.22 02-05 FLATX 21.20 LatinAmerica Yes
13.02 03-15 FSMEX 41.63 SMedicalEquipment&Systems
12.50 04-12 FRESX 47.03 RealEstateInvestmentPortfolio
11.68 05-03 FSELX 81.41 SElectronics Yes
11.30 06-27 FSTCX 72.81 STelecommunications
11.06 07-29 FIUIX 26.56 Telecom&Utilities Yes
9.89 08-13 FSUTX 78.06 SUtilities
8.96 09-01 FSCSX 129.30 SSoftware&ITServices Yes
8.63 10-04 FTEMX 10.91 TotalEmergingMarkets Yes
8.16 11-03 FSHOX 62.82 SConstruction&Housing Yes
7.96 12-04 FEMEX 7.94 EmergingEMEA
7.83 13-01 FSDCX 30.16 SCommunicationsEquipment Yes
7.36 14-06 FSDIX 15.02 StrategicDividend&Income Yes
7.34 15-01 FSHCX 89.53 SHealthCareServices Yes
7.34 16-01 FSPTX 124.01 STechnology Yes
7.21 17-01 FCPGX 19.63 SmallCapGrowth Yes
7.11 18-02 FARNX 11.73 EventDrivenOpportunities Yes
6.83 19-01 FOCPX 82.83 OTCPortfolio Yes
6.79 20-05 FPBFX 28.25 PacificBasin
Last week
36.69 01-24 FSAGX 27.08 SGold
12.82 02-14 FSMEX 41.27 SMedicalEquipment&Systems
12.47 03-04 FLATX 20.72 LatinAmerica
11.67 04-26 FSTCX 72.62 STelecommunications Yes
11.29 05-11 FRESX 46.22 RealEstateInvestmentPortfolio
10.91 06-28 FIUIX 26.37 Telecom&Utilities
10.05 07-02 FSELX 79.73 SElectronics Yes
9.53 08-12 FSUTX 77.40 SUtilities
8.96 09-03 FEMEX 7.98 EmergingEMEA Yes
8.43 10-03 FTEMX 10.84 TotalEmergingMarkets
7.72 11-01 FFGCX 10.65 GlobalCommodity Stock
7.50 12-02 FSHOX 62.17 SConstruction&Housing Yes
7.24 13-02 FSCGX 39.74 SIndustrialEquipment Yes
7.18 14-04 FPBFX 28.25 PacificBasin Yes
7.13 15-01 FSNGX 25.12 SNaturalGas
6.95 16-06 FDFAX 99.48 SConsumerStaples
6.92 17-05 FSDIX 14.90 StrategicDividend&Income Yes
6.81 18-01 FSCHX 143.82 SChemicals Yes
6.78 19-01 FARNX 11.65 EventDrivenOpportunities Yes
6.55 20-01 FEMKX 23.70 EmergingMarkets
IRA#1 is currently invested in:
100% – SMedicalEquipment&Systems(FSMEX)(31May16) from CashReserves(FDRXX)
May16 1m-7% 3m+16% 6m+8% 12m-19% 24m+2% 36m+17% 60m+6% 120m-12%
Apr16 1m+24% 3m+24% 6m+11% 12m-12% 24m+10% 36m+15% 60m+6% 120m-6%
Average annual return since 1/82 11%
IRA#2 is currently invested in:)
20% – LatinAmreica(FLATX)(25Jul16) from JapanSmallerCompaneis(FJSCX)
20% – SGold(FSAGX)(13Jun16) from CashReserves(FDRXX)
20% – SMedicalEquipment&Systems(FSMEX)(31May16) from CashReserves(FDRXX)
20% – RealEstateInvestmentPortfolio(FRESX)(21Mar16) from CashReserves(FDRXX)
20% – Telecom&Utilities(FIUIX)(14Mar16) from CashReserves(FDRXX)
May16 1m-1% 3m+4% 6m-3% 12m-9% 24m-3% 36m-0% 60m-2% 120m+13%
Apr16 1m+3% 3m+5% 6m-3% 12m-6% 24m-1% 36m+2% 60m-4% 120m+12%
Average annual return since 1/82 11%