Not a good week, not a buy week. The sum of all the deviations has been 760, 791, and now 599 – 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 01, 12, and now 06.
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 business shows I watched this weekend, had a brief segment with Rebecca Walser, CEO of Walser Wealth Management and tax attorney, pointed out the the Congressional Budget office pointed out the 60M boomers wage earners would retire between 2020 and 2030. The result is the average tax rate will have to go from 25% to 63% just to get enough income to pay for current and projected spending. If a new program(s) are added it will be worse for everyone, not the just 1% tax increase on the rich some claim.
IRA#1
BlueChipGrowth has a price of 140.02 a sell price 135.84, a rank of 02, and is a hold.
IRA#2
BlueChipGrowth has a price of 140.02 a sell price 135.84, a rank of 02, and is a hold.
EmergingAsia has a price of 60.21, a sell price 59.13, a rank of 04, and is a hold. (ETF – SMIN)
My investment changes this weekend:
IRA #1 – none
IRA #2 – Sell SEnergyServices
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).
17.31 01-11 FSPTX 26.23 STechnology NO
17.14 02-24 FBGRX 140.02 BlueChipGrowth YES
16.97 03-10 FTEKX 14.68 DisruptiveTechnology NO
16.63 04-16 FSEAX 60.21 EmergingAsia NO
13.80 05-02 FOCPX 15.15 OTCPortfolio YES
13.44 06-11 FTRNX 135.05 Trend NO
13.24 07-24 FIFNX 15.06 Founders NO
12.85 08-07 FSAVX 39.71 SAutomotive NO
12.31 09-07 FSCPX 57.25 SConsumerDiscretionary NO
12.23 10-17 FSRPX 20.68 SRetailing NO
11.98 11-16 FTQGX 31.45 FocusedStock NO
11.84 12-01 FNCMX 137.76 NasdaqCompositeIndex NO
11.60 13-01 FSCSX 24.44 SSoftware&ITServices NO
11.47 14-01 FDSVX 47.59 GrowthDiscovery NO
11.31 15-21 FHKCX 48.13 ChinaRegion NO
11.24 16-03 FPBFX 38.87 PacificBasin NO
11.13 17-03 FBOTX 13.71 DisruptiveAutomation NO
11.04 18-01 FLGEX 25.84 LargeCapGrowthEnhancedIndex NO
10.72 19-02 FWWFX 32.64 Worldwide NO
10.70 20-01 FCNTX 16.33 Contrafund NO
Last Week
20.95 01-15 FSEAX 61.89 EmergingAsia NO
18.96 02-25 FSAGX 34.19 SGold NO
18.88 03-06 FSAVX 41.55 SAutomotive NO
17.38 04-09 FTEKX 14.60 DisruptiveTechnology NO
16.92 05-23 FBGRX 138.49 BlueChipGrowth NO
16.54 06-10 FSPTX 25.82 STechnology NO
16.44 07-20 FHKCX 50.05 ChinaRegion NO
13.78 08-02 FPBFX 39.52 PacificBasin NO
13.64 09-01 FOCPX 15.02 OTCPortfolio NO
13.49 10-02 FBOTX 13.92 DisruptiveAutomation NO
12.96 11-16 FSRPX 20.68 SRetailing NO
12.74 12-23 FIFNX 14.89 Founders NO
12.70 13-03 FEMKX 39.43 EmergingMarkets NO
12.57 14-11 FTRNX 133.07 Trend NO
12.42 15-01 FNORX 58.05 Nordic YES
12.31 16-06 FSCPX 57.25 SConsumerDiscretionary NO
12.10 17-01 FWWFX 32.86 Worldwide NO
12.10 18-01 FCVSX 36.68 ConvertibleSecurities NO
11.83 19-02 FSHOX 66.52 SConstructionandHousing NO
11.62 20-15 FTQGX 31.15 FocusedStock NO
IRA#1 is currently invested in:
100% – BlueChipGrowth(FBGRX)(01Jun20) from Cash(23Mar20)
Aug20 1m 5% 3m 3% 6m 0% 12m 1% 24m-4%
IRA#2 is currently invested in:
20% – Cash(14Sep20) from OTCPortfolio(FOCPX)(31Aug20)
20% – Cash(21Sep20 from SEnergyServices(FSESX)(17Aug20)
20% – BlueChipGrowth(FBGRX)(01Jun20) from Cash(23Mar20)
20% – EmergingAsia(FSEAX)(13Jul20) from Cash(03Feb20)
20% – Cash(14Sep20) from DisruptiveTechnology(FTEKX)(10Aug20)
Aug20 1m 13% 3m 30% 6m 3% 12m-4% 24m-6%