I have sad news to share with you all

Erin Noxon here, David’s daughter.

It is with a feeling of great loss that I share to the world that my father, David John Flynn, passed away this Monday, November 9, 2020. Even as I and the rest of my family deal with our grief, we’re also rejoicing in all of the wonderful stories that people are sending us of the ways my father affected them in their lives. 

For a man who always complained that everyone was too dramatic (especially me, who he often referred to as his “Anne of Green Gables” because of my penchant, as he put it, to be “SO DRAMATIC!”), and that he was just a “simple superficial guy”, he sure did impact every person he came in contact with throughout his life. He cared so deeply for everyone as well, not that he ever would have admitted it.

As this website’s hosting provider, and support tech for all of the years he has had a website, and as his daughter, let me tell you a little about him; because maybe you only knew him a little, or maybe a lot, or maybe you’d never met, but he was a great, great man, so let me introduce you.

My dad grew up for most of his life in the Midwest. Born in Minnesota, his family moved around an awful lot. One of my favorite stories was how when he was at college, he came home one weekend to find that there were strangers now living in his home; they told him where his family had moved!  All of that resulted in that, when he finally settled down in Florida, he bought a house and never wanted to move again. 

He was an engineer from the time he was 4 years old, constantly building things and loving numbers. Early pictures I can find of him show him with building blocks, but eventually that would turn into a love of electronics. He was known to collect old parts and walk miles with his little brother to pick up old vacuum tubes from TVs and radios to take home and see if they were still good anymore. Then he built a giant radio out of his room, with wires running around the ceiling. 

In the 8th grade at Lansing Memorial Junior High School, he met my mother, who was forced to sit between him and another boy to keep them apart (because they wouldn’t stop talking). He annoyed her so much, and when they went to High School they were in different crowds. He played trombone in the band, and still loved math, though his grades were average (and occasionally quite awful).

He eventually went to University of Illinois, which he always told me was “blue and orange”, much much different from my Gator “orange and blue”. 

One summer he was putting together a beach party and begged my mom to go out with him and a group of friends. While there, she noticed that his suit had a lifeguard patch. She needed a volunteer to go to a church summer camp she was organizing and persuaded him to join her. They ended up talking a lot and then he asked her to help him out with something at his own church. They had a fun time and then he was constantly calling her in the fall when they both returned to their different universities. 

He graduated with a degree in electrical engineering, the only reason was because computer engineering didn’t exist yet as a degree, but computers were what he had come to love. 

Having always been an ROTC in college, after graduation he joined the army. He went to Aberdeen proving ground and then was stationed with my mother, who he married in August of 1966, in Fort Dix New Jersey. He had an incredible sense of duty, and I think the army really helped to instill this in him. Even in his last days he worked hard to finish everything he thought needed to be done, and I know he got his sense of duty from the army. 

He served in the Vietnam war running the giant computer system at Long Binh Post, just outside of Saigon. He actually volunteered to go, and would proudly wear his yellow Vietnam bar hat for the rest of his life.

When Saigon was evacuated, many US families were recruited as host families for the Vietnamese people who left with the military. My father and mother hosted one of his key punch operators and her entire family for many months until they became settled in as new Americans, and they all kept in touch their whole lives.

He started to apply for different jobs by mail while he was in Vietnam for various computer-based work. After he came back, the story goes that he and my mother were walking through a mall parking lot which was covered in snow, when he stepped too deep, the snow went up and into his high army boots. As the chill settled in, he turned to my mother and said, “I think I’m going to look into that job in Florida.” Although he left active army service at this point, about 6 years later he started in the Army Reserves and completed a full 20 years in the military, retiring as a Lt. Colonel.

The job was at Pratt and Whitney aircraft and he was to be a systems analyst. They lived in Riviera Beach for a while and then eventually decided to move up to Jupiter. When they first came down to South Florida, they used to have ‘I hate Florida’ parties at the holidays because they missed the changing of the seasons. However, once that “mouse park”, as he called it, opened in Orlando, they changed their tune, and a lifelong love of Disney ensued as us kids arrived on scene. 

After they moved to Jupiter, I was born and then 2 years later my brother was. Growing up in South Florida in the 80s and early 90s was idyllic and wonderful. It was a period right before the rapid expansion, and we both have fond memories of what Florida looked like before this sprawl it looks like now.

My father worked for Pratt and Whitney aircraft starting in 1969 and worked there for more than 30 years until Pratt and Whitney decided they were moving their offices to Connecticut, so he retired for the first time and was hired in his same office as the Computer Sciences Corporation (CSC) took over computer operations in the building. He worked there for several years until he retired his second time, from there. 

After that, he turned his retirement into another job, and fully embraced his previous part-time love, tax preparation. The man was a genius in numbers (I can tell you sometime about how he would go on and on about slide rules) and would sit and tell people how to file their tax return in the most beneficial way for themselves. Throughout my adult life, he would constantly give me stacks of his business cards and tell me to pass them out to my friends who needed help with taxes; he would answer their emails and all of their questions for free. Even now I have a stack of them in my desk. He worked at H&R Block until this October, and made sure, before he left, he finished every single one of his client’s accounts (again, that strong sense of duty). 

He also learned that he could work part time for Disney and in 2008 got a job working in the Animal Kingdom in the Boneyard playground in Dinoland. He would drive up to Disney once a month to make sure he got in his hours. He loved educating the kids about the different dinosaurs in the boneyard and about how the mammoth bones were not from a dinosaur! What kind of animal was it? It was a mammal! He worked there until this year when COVID closed the parks.

But doing just one thing wasn’t for him. He also did a lot of volunteering. Growing up, both of us children were in scouts. He was my brother’s Boy Scout leader and saw him through his Eagle Award. He drove us on so many Girl Scout trips and was a lifeguard for us, too. In the years following my graduating from the Environmental Research and Field Studies Academy at Jupiter High School (JERFSA), he started to volunteer to drive their school bus for them on field trips. He went and got a special license just so he could drive the buses. The students of JERFSA have shared so many wonderful stories with me, from the time he took out a traffic sign to when the bus caught on fire… but he drove the bus for them up until 2017. So many stories, so many people touched by his work and his volunteering. 

Eventually what would take him from us was Non-Hodgkin’s lymphoma, something that probably affected him due to his service in Vietnam and exposure to Agent Orange. He fought it for 2 years, but it turned out he had the worst of the kinds that you could get. And it just didn’t leave him alone.

This week myself and my family have been discussing the different things we could do to allow people to show how much they appreciated him.

We have chosen the following two charities. If you would like to donate in my father’s name, please choose one of the following charities.

First, the Learning Exchange for Global Associations and Connections, Inc (LEGACy). This Non-profit was started by myself with help from Dad. He was a part of the exchange program it supports from the beginning in 2014 and when we were forming the NPO, he was our advisor in all things. Without him we wouldn’t have been able to start it, without his support every year we wouldn’t have been able to continue it, and of course, we wouldn’t have had a driver for the first year, as he drove us wherever we went. He was an integral part of LEGACy and it will always be a part of his own legacy.

Go Fund Me Donation Page and more information about LEGACy: https://www.gofundme.com/f/26yh9fia40

Second, the Make a Wish/Disney partnership. He always said that his job at Animal Kingdom in Disney was his most favorite job he had ever had and that any person should get to have fun at Disney. So we thought Make a Wish was a nice way for some deserving people to get their chance. You can check “donate in honor” of a person when you donate, and list his name.

Make a Wish/Disney page: https://wish.org/disney

Thank you so much for your love of my Dad. If you would like to comment below, you can, or you can simply go to his Facebook and comment there as well. His Facebook link is here: https://www.facebook.com/flynndj

Thank you.

09 October 2020

A good week, a buy week. The sum of all the deviations has been 599, 759, and now 1137 – 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 06, 20, and now 45.

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.

IRA#1
BlueChipGrowth has a price of 149.79 a sell price 142.30, a rank of 05, and is a hold.

IRA#2
BlueChipGrowth has a price of 149.79 a sell price 142.30 a rank of 05, and is a hold.
EmergingAsia has a price of 65.54, a sell price 59.13, a rank of 02, and is a hold. (ETF – SMIN)
OTCPortfolio Has a price of 15.99, a sell price of 15.19, a rank of 01, and is a buy. (ETF – ARKK, ONEQ)

My investment changes this weekend:
IRA #1 – none
IRA #2 – invest 20% in OTCPortfolio

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).
Dev Rnk SYMB Price Name 2 UP?
01-03 24.98 FOCPX 15.99 OTCPortfolio YES
02-17 24.09 FSEAX 65.54 EmergingAsia NO
03-11 23.8 FTEKX 15.89 DisruptiveTechnology YES
04-12 22.7 FSPTX 28.04 STechnology YES
05-25 22.61 FBGRX 149.79 BlueChipGrowth YES
06-01 19.78 FSELX 14.5 SSemiconductors YES
07-24 19.39 FIFNX 16.17 Founders YES
08-08 19.31 FSAVX 42.8 SAutomotive NO
09-12 18.31 FTRNX 143.33 Trend YES
10-10 17.89 FSRPX 22.1 SRetailing YES
11-08 17.8 FSCPX 61.1 SConsumerDiscretionary YES
12-17 17.21 FTQGX 33.46 FocusedStock YES
13-22 17.11 FHKCX 51.46 ChinaRegion NO
14-04 16.95 FBOTX 14.66 DisruptiveAutomation NO
15-02 16.9 FNCMX 146.26 NasdaqCompositeIndex YES
16-02 16.72 FDSVX 50.61 GrowthDiscovery YES
17-01 16.55 FSHOX 70.78 SConstructionandHousing YES
18-01 16.21 FMDGX 25.11 MidCapGrowthIndex YES
19-01 16.16 FMEIX 16.58 MidCapEnchancedIndex YES
20-01 15.87 FSCSX 25.75 SSoftware&ITServices YES
Last Week
19.09 01-17 FSEAX 62.10 EmergingAsia NO
18.67 02-25 FBGRX 143.26 BlueChipGrowth YES
18.58 03-11 FTEKX 15.03 DisruptiveTechnology NO
18.51 04-12 FSPTX 26.76 STechnology NO
17.05 05-08 FSAVX 41.56 SAutomotive NO
15.03 06-24 FIFNX 15.42 Founders NO
14.91 07-08 FSCPX 59.04 SConsumerDiscretionary NO
14.70 08-18 FSRPX 21.30 SRetailing NO
14.66 09-12 FTRNX 137.56 Trend NO
14.42 10-03 FOCPX 15.35 OTCPortfolio YES
13.79 11-01 FSHOX 68.50 SConstructionandHousing NO
13.72 12-17 FTQGX 32.17 FocusedStock NO
13.31 13-22 FHKCX 49.34 ChinaRegion NO
13.17 14-04 FBOTX 14.06 DisruptiveAutomation NO
12.76 15-02 FNCMX 139.83 NasdaqCompositeIndex NO
12.61 16-01 FSELX 13.49 SSemiconductors YES
12.61 17-02 FDSVX 48.40 GrowthDiscovery NO
12.30 18-03 FWWFX 33.32 Worldwide YES
12.05 19-04 FPBFX 39.40 PacificBasin NO
11.88 20-02 FLGEX 26.20 LargeCapGrowthEnhancedIndex 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% – OTCPortfolio(FOCPX)(12Oct20) from Cash(14Sep20)
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

02 October 2020

Not a good week, not a buy week. The sum of all the deviations has been 791, 599, and now 759 – 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 12, 06, and now 20.

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 actually expected a decline and was surprised when I ran the numbers. I still think the trend is down but just not yet.

IRA#1
BlueChipGrowth has a price of 143.26 a sell price 136.10, a rank of 02, and is a hold.

IRA#2
BlueChipGrowth has a price of 143.26 a sell price 136.10, a rank of 02, and is a hold.
EmergingAsia has a price of 61.10, a sell price 59.13, a rank of 01, and is a hold. (ETF – 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).
Dev Rnk SYMB Price Name 2 UP?
19.09 01-17 FSEAX 62.10 EmergingAsia NO
18.67 02-25 FBGRX 143.26 BlueChipGrowth YES
18.58 03-11 FTEKX 15.03 DisruptiveTechnology NO
18.51 04-12 FSPTX 26.76 STechnology NO
17.05 05-08 FSAVX 41.56 SAutomotive NO
15.03 06-24 FIFNX 15.42 Founders NO
14.91 07-08 FSCPX 59.04 SConsumerDiscretionary NO
14.70 08-18 FSRPX 21.30 SRetailing NO
14.66 09-12 FTRNX 137.56 Trend NO
14.42 10-03 FOCPX 15.35 OTCPortfolio YES
13.79 11-01 FSHOX 68.50 SConstructionandHousing NO
13.72 12-17 FTQGX 32.17 FocusedStock NO
13.31 13-22 FHKCX 49.34 ChinaRegion NO
13.17 14-04 FBOTX 14.06 DisruptiveAutomation NO
12.76 15-02 FNCMX 139.83 NasdaqCompositeIndex NO
12.61 16-01 FSELX 13.49 SSemiconductors YES
12.61 17-02 FDSVX 48.40 GrowthDiscovery NO
12.30 18-03 FWWFX 33.32 Worldwide YES
12.05 19-04 FPBFX 39.40 PacificBasin NO
11.88 20-02 FLGEX 26.20 LargeCapGrowthEnhancedIndex NO
Last Week
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

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%

25 September 2020

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%

17 September 2020

Not a good week, not a buy week. The sum of all the deviations has been 966, 760, and now 791 – 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 00, 01, and now 12.

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.

James Lange is a CPA and an Attorney in PA. He has a new book out called “The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax.” Based on my reading, the insurance companies did not like the competition of the stretch IRA and with all their money purchased enough congressional representatives to kill it. Anyway I strongly suggest you get a copy and the price is right – free. Just call their office at 412-521-2732 or 800-387-1129 to request a copy. I used Mr. Lange’s firm for some IRA advice in 2010.

IRA#1
BlueChipGrowth has a price of 138.49 a sell price 135.84, a rank of 05, and is a hold.

IRA#2
BlueChipGrowth has a price of 138.49 a sell price 135.84, a rank of 05, and is a hold.
EmergingAsia has a price of 61.89, a sell price 59.13, a rank of 01, and is a hold. (ETF – SMIN)
SEnergyServices has a price of 11.46, a sell price 11.88, a rank of 88, and is a Sell.
OTCPortfolio has a price of 15.15, a sell price 15.91, a rank of 07, and is a Sell – but it cannot be sold until after 10/03 so you do not violate fidelity’s 30 day rule. Another strong reason to buy ETFs

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 – 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).
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
Last Week
19.88 01-24 FSAGX 34.11 SGold NO
19.59 02-14 FSEAX 60.52 EmergingAsia NO
18.46 03-05 FSAVX 40.99 SAutomotive NO
18.30 04-08 FTEKX 14.58 DisruptiveTechnology NO
18.16 05-22 FBGRX 138.71 BlueChipGrowth NO
17.38 06-09 FSPTX 25.78 STechnology NO
15.46 07-26 FOCPX 15.15 OTCPortfolio NO
15.35 08-19 FHKCX 49.15 ChinaRegion NO
15.00 09-15 FSRPX 20.91 SRetailing NO
13.97 10-05 FSCPX 57.72 SConsumerDiscretionary NO
13.87 11-10 FTRNX 133.71 Trend NO
13.24 12-01 FBOTX 13.79 DisruptiveAutomation NO
13.20 13-22 FIFNX 14.85 Founders NO
12.62 14-17 FDSVX 47.51 GrowthDiscovery NO
12.58 15-15 FNCMX 136.98 NasdaqCompositeIndex NO
12.52 16-17 FTQGX 31.21 FocusedStock NO
12.36 17-01 FSHOX 66.42 SConstructionandHousing NO
12.35 18-01 FPBFX 38.74 PacificBasin NO
12.31 19-02 FEMKX 39.03 EmergingMarkets NO
12.14 20-14 FCNTX 16.36 Contrafund 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) Not sold – earliest sell date is 10/03.
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%

11 September 2020

Not a good week, not a buy week. The sum of all the deviations has been 1320, 966, and now 760 – 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 39, 00, and now 01.

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.

This week on wealthtrack.com Consuelo Mack talked with Mary Beth Franklin. MBF claims taxes are going up and now is the time to change from Traditional to Roth IRAs
Turns out that on my non mutual fund investments seven were sold by stop loss and thus I am about 30% invested.

IRA#1
BlueChipGrowth has a price of 138.71 a sell price 136.84, a rank of 10, and is a hold. (adjusted for a distribution)

IRA#2
BlueChipGrowth has a price of 138.71 a sell price 136.84, a rank of 10, and is a hold. (adjusted for a distribution)
EmergingAsia has a price of 60.52, a sell price 59.13, a rank of 03, and is a hold. (ETF – SMIN)
DisruptiveTechnology has a price of 14.58, a sell price 14.99, a rank of 04, and is a sell. (ETF – SMH)
SEnergyServices has a price of 10.97, a sell price 11.88, a rank of 98, and is a Sell on or after 09/16.
OTCPortfolio has a price of 15.15, a sell price 15.91, a rank of 07, and is a Sell.
Please verify your purchase date before you sell so you do not violalate the STUPID fidelity 30 rule.

My investment changes this weekend:
IRA #1 – none
IRA #2 – Sell OTCPortfolio and 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).
19.88 01-24 FSAGX 34.11 SGold NO
19.59 02-14 FSEAX 60.52 EmergingAsia NO
18.46 03-05 FSAVX 40.99 SAutomotive NO
18.30 04-08 FTEKX 14.58 DisruptiveTechnology NO
18.16 05-22 FBGRX 138.71 BlueChipGrowth NO
17.38 06-09 FSPTX 25.78 STechnology NO
15.46 07-26 FOCPX 15.15 OTCPortfolio NO
15.35 08-19 FHKCX 49.15 ChinaRegion NO
15.00 09-15 FSRPX 20.91 SRetailing NO
13.97 10-05 FSCPX 57.72 SConsumerDiscretionary NO
13.87 11-10 FTRNX 133.71 Trend NO
13.24 12-01 FBOTX 13.79 DisruptiveAutomation NO
13.20 13-22 FIFNX 14.85 Founders NO
12.62 14-17 FDSVX 47.51 GrowthDiscovery NO
12.58 15-15 FNCMX 136.98 NasdaqCompositeIndex NO
12.52 16-17 FTQGX 31.21 FocusedStock NO
12.36 17-01 FSHOX 66.42 SConstructionandHousing NO
12.35 18-01 FPBFX 38.74 PacificBasin NO
12.31 19-02 FEMKX 39.03 EmergingMarkets NO
12.14 20-14 FCNTX 16.36 Contrafund NO
Last Week
24.28 01-07 FTEKX 15.17 DisruptiveTechnology NO
22.92 02-21 FBGRX 149.01 BlueChipGrowth NO
22.71 03-13 FSEAX 61.46 EmergingAsia NO
22.00 04-08 FSPTX 26.55 STechnology NO
21.11 05-04 FSAVX 41.50 SAutomotive NO
20.82 06-21 FIFNX 15.74 Founders NO
20.73 07-26 FOCPX 16.75 OTCPortfolio NO
19.65 08-23 FSAGX 33.69 SGold NO
18.70 09-09 FTRNX 138.37 Trend NO
18.13 10-14 FNCMX 142.79 NasdaqCompositeIndex NO
17.96 11-18 FHKCX 49.86 ChinaRegion NO
17.69 12-14 FSRPX 21.23 SRetailing NO
16.91 13-12 FLGEX 26.73 LargeCapGrowthEnhancedIndex NO
16.52 14-12 FCNTX 16.89 Contrafund NO
16.33 15-16 FDSVX 48.75 GrowthDiscovery NO
16.14 16-04 FSCPX 58.39 SConsumerDiscretionary NO
16.09 17-03 FSCSX 24.97 SSoftware&ITServices NO
16.02 18-16 FTQGX 31.97 FocusedStock NO
14.28 19-01 FEMKX 39.46 EmergingMarkets NO
14.26 20-05 FWWFX 33.07 Worldwide 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% – Cash(14Sep20) from OTCPortfolio(FOCPX)(31Aug20) verify purchase date
20% – SEnergyServices(FSESX)(17Aug20) from Cash(20Mar20)
20% – BlueChipGrowth(FBGRX)(01Jun20) from Cash(23Mar20)
20% – EmergingAsia(FSEAX)(13Jul20) from Cash(03Feb20)
20% – Cash(14Sep20) from DisruptiveTechnology(FTEKX)(10Aug20)
Mar20 1m-3% 3m-7% 6m-0% 12m+0% 24m-4%

03 September 2020

Not a good week, not a buy week. The sum of all the deviations has been 1102, 1320, and now 966 – 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 43, 39, and now 00.

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 hope most of you are not being subject to the lies the politicians are putting out in FL.
Please watch your investment, I feel the market is going down before the election.

IRA#1
BlueChipGrowth has a price of 149.01 a sell price 141.56, a rank of 02, and is a hold. (ETF – IWF, VONG)

IRA#2
BlueChipGrowth has a price of 149.01 a sell price 141.56, a rank of 02, and is a hold. (ETF – IWF, VONG)
EmergingAsia has a price of 61.46, a sell price 59.13, a rank of 03, and is a hold. (ETF – FNI, SMIN)
DisruptiveTechnology has a price of 15.15, a sell price 14.99, a rank of 01, and is a hold. (ETF – SOXX, SMH)
SEnergyServices has a price of 12.15, a sell price 11.88, a rank of 59, and is a Sell on or after 09/16. (ETF – XOP, FXN)
OTCPortfolio has a price of 16.75, a sell price 16.48, a rank of 07, and is a hold. (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).
24.28 01-07 FTEKX 15.17 DisruptiveTechnology NO
22.92 02-21 FBGRX 149.01 BlueChipGrowth NO
22.71 03-13 FSEAX 61.46 EmergingAsia NO
22.00 04-08 FSPTX 26.55 STechnology NO
21.11 05-04 FSAVX 41.50 SAutomotive NO
20.82 06-21 FIFNX 15.74 Founders NO
20.73 07-26 FOCPX 16.75 OTCPortfolio NO
19.65 08-23 FSAGX 33.69 SGold NO
18.70 09-09 FTRNX 138.37 Trend NO
18.13 10-14 FNCMX 142.79 NasdaqCompositeIndex NO
17.96 11-18 FHKCX 49.86 ChinaRegion NO
17.69 12-14 FSRPX 21.23 SRetailing NO
16.91 13-12 FLGEX 26.73 LargeCapGrowthEnhancedIndex NO
16.52 14-12 FCNTX 16.89 Contrafund NO
16.33 15-16 FDSVX 48.75 GrowthDiscovery NO
16.14 16-04 FSCPX 58.39 SConsumerDiscretionary NO
16.09 17-03 FSCSX 24.97 SSoftware&ITServices NO
16.02 18-16 FTQGX 31.97 FocusedStock NO
14.28 19-01 FEMKX 39.46 EmergingMarkets NO
14.26 20-05 FWWFX 33.07 Worldwide NO
Last Week
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

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%

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%