Author: Flynn

A good week, not a buy week but next week is a buy week if it is up. The sum of all the deviations has been 392, 381, and now 509 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 13, 11, and now 37.
A very good week. I hope it continues. I would be more interested in buying if Fidelity did not have its greedy, stupid rule about holding funds for 30 days. That is not a requirement for ETF – buy ETFs, not funds. Some 401k offerings (like HRB) are stuck in the last century and only offer funds. Even the Florida Retirement System offers ETFs.

The financial crisis of 2008 cost every American $70,000 – https://www.bloomberg.com/news/articles/2018-08-13/the-financial-crisis-cost-every-american-70-000-fed-study-says

The US had the Dot-com Bubble in 2000 followed by a recession, the Housing Bubble in 2008 followed by a recession, and now the Everything Bubble – https://www.forbes.com/sites/jessecolombo/2018/08/24/u-s-household-wealth-is-experiencing-an-unsustainable-bubble/

One thing to remember about the 2008 recession is that the banks caused most of it, were bailed out, noone went to jail, and the banks are doing worse today – http://www.dailymail.co.uk/news/article-6065205/RBS-bankers-joked-destroying-global-housing-market-crash.html

IRA#1
SRetailing has a price of 16.39, a sell price 15.57, a rank of 01, and is a hold. (ETF – XRT, PEZ)
IRA#2
SITServices has a price of 65.83 a sell price 62.54, a rank of 03, and is a hold. (ETF – XWEB – stopped out 28Jun, XITK – stopped out on 27Jun)
SRetailing has a price of 16.39, a sell price 15.57, a rank of 01, and is a hold. (ETF – XRT, PEZ)
SSoftware&ITServices has a price of 19.63, a sell price 18.65, a rank of 06, and is a hold. (ETF – ARKW & FDN – stopped out on 30Jul)

My mutual fund portfolio 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 – 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 last 2 weeks).
This week:
13.16 01-41 FSRPX 16.39 SRetailing
11.95 02-11 FSHCX 102.57 SHealthCareServices
11.64 03-33 FBSOX 65.83 SITServices Yes
11.30 04-31 FCPGX 30.30 SmallCapGrowth
10.24 05-05 FSMEX 53.69 SMedicalTechnologyandDevices Yes
9.98 06-31 FSCSX 19.63 SSoftware&ITServices
9.90 07-20 FOCPX 13.10 OTCPortfolio
9.90 08-11 FSPHX 26.37 SHealthCare Yes
9.83 09-02 FSDCX 40.12 SCommunicationsEquipment Yes
9.40 10-20 FBGRX 103.71 BlueChipGrowth
9.39 11-20 FTQGX 26.85 FocusedStock
8.82 12-07 FSUIX 15.26 LargeCapGrowthIndex – Inv
8.66 13-12 FSCPX 47.11 SConsumerDiscretionary
8.52 14-02 FDSCX 30.31 StockSelectorSmallCap
8.49 15-04 FSRFX 105.72 STransportation Yes
8.46 16-11 FNCMX 104.80 NasdaqCompositeIndex
8.22 17-01 FSSPX 22.86 SmallCapIndex – Inv Yes
8.13 18-01 FTRNX 111.88 Trend
8.10 19-04 FLGEX 21.26 LargeCapGrowthEnhancedIndex
8.10 20-04 FDCPX 100.41 SComputers Yes
Last Week
12.65 01-10 FSHCX 102.57 SHealthCareServices Yes
10.61 02-40 FSRPX 15.91 SRetailing
9.92 03-32 FBSOX 64.42 SITServices Yes
9.34 04-30 FCPGX 29.59 SmallCapGrowth
9.31 05-01 FRXIX 16.20 RealEstateIndex – Inv
8.63 06-10 FSPHX 25.93 SHealthCare
8.37 07-30 FSCSX 19.24 SSoftware&ITServices
8.36 08-04 FSMEX 52.49 SMedicalTechnologyandDevices
7.97 09-03 FSRFX 104.75 STransportation
7.76 10-06 FSUIX 15.04 LargeCapGrowthIndex – Inv
7.53 11-19 FOCPX 12.75 OTCPortfolio
7.52 12-03 FDCPX 99.45 SComputers
7.51 13-19 FTQGX 26.26 FocusedStock
7.37 14-19 FBGRX 101.28 BlueChipGrowth
7.23 15-03 FLGEX 21.00 LargeCapGrowthEnhancedIndex
7.18 16-10 FNCMX 103.10 NasdaqCompositeIndex
6.99 17-01 FSDCX 38.88 SCommunicationsEquipment Yes
6.93 18-11 FSCPX 46.15 SConsumerDiscretionary
6.86 19-01 FSUTX 88.82 SUtilities
6.78 20-01 FDSCX 29.69 StockSelectorSmallCap
IRA#1 is currently invested in:
100% – SRetailing(FSRPX)(16Jul18) from CashReserves(FDRXX)(18Jun18)
Jun18 1m-3% 3m+0% 6m-0% 12m+17% 24m+25% 36m+13% 60m+55% 120m-2%
May18 1m+2% 3m+3% 6m+2% 12m+18% 24m+36% 36m+10% 60m+59% 120m+4%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – SSoftware&ITServices(FSCSX)(16Jul18) from CashReserves(FDRXX)(05Mar18)
20% – CashReserves(FDRXX)(18Jun18) from SEnergy(FSENX)(13Apr18)
20% – SRetailing(FSRPX)(11Jun18) from CashReserves(FDRXX)(05Mar18)
20% – SITServices(FBSOX)(14May18) from CashReserves(FDRXX)(12Feb18)
20% – CashReserves(FDRXX)(02Apr18) from EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
Jun18 1m-0% 3m+1% 6m-1% 12m+6% 24m+16% 36m+11% 60m+25% 120m+25%
May18 1m+1% 3m+1% 6m-1% 12m+4% 24m+23% 36m+11% 60m+23% 120m+40%
Average annual return since 1/82 11%

A down week, not a buy week. The sum of all the deviations has been 441, 392, and now 381 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 23, 13, and now 11.
Not much going on this week. Some things up, some things down. My numbers suggest no buying for the next two weeks.

Last week I listed 6 stocks Tracey Ryniec mentioned on a podcast. After two weeks they are up HCA 1.1%, M -7.5%, PCMI -1.7%, EVTC 3.8%, OFG 7.0%, and FBC -0.3%. If all 6 has been purchase in equal amounts the gain of the portfolio was 2.7 compared to last week of 2.1%.

From the 15Aug Felder Report: “Over the past few weeks the Nasdaq has triggered a total of five Hindenburg Omens. As I wrote back in November, the last time the Nasdaq saw a cluster of signals like this, “The ‘Hindenburg Omen’ was developed by Jim Miekka as a warning of a stock market crash. While it’s not very effective in this regard it can be very useful in assessing the overall strength of an uptrend.” Review the report at https://thefelderreport.com/2018/08/15/the-nasdaq-triggers-another-breadth-warning/

IRA#1
SRetailing has a price of 15.91, a sell price 15.19, a rank of 02, and is a hold. (ETF – XRT, PEZ)
IRA#2
SITServices has a price of 64.42 a sell price 61.24, a rank of 03, and is a hold. (ETF – XWEB – stopped out 28Jun, XITK – stopped out on 27Jun)
SRetailing has a price of 15.91, a sell price 15.19, a rank of 02, and is a hold. (ETF – XRT, PEZ)
SSoftware&ITServices has a price of 19.24, a sell price 18.64, a rank of 07, and is a hold. (ETF – ARKW & FDN – stopped out on 30Jul)

My mutual fund portfolio 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 – 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 last 2 weeks).
This week:
12.65 01-10 FSHCX 102.57 SHealthCareServices Yes
10.61 02-40 FSRPX 15.91 SRetailing
9.92 03-32 FBSOX 64.42 SITServices Yes
9.34 04-30 FCPGX 29.59 SmallCapGrowth
9.31 05-01 FRXIX 16.20 RealEstateIndex – Inv
8.63 06-10 FSPHX 25.93 SHealthCare
8.37 07-30 FSCSX 19.24 SSoftware&ITServices
8.36 08-04 FSMEX 52.49 SMedicalTechnologyandDevices
7.97 09-03 FSRFX 104.75 STransportation
7.76 10-06 FSUIX 15.04 LargeCapGrowthIndex – Inv
7.53 11-19 FOCPX 12.75 OTCPortfolio
7.52 12-03 FDCPX 99.45 SComputers
7.51 13-19 FTQGX 26.26 FocusedStock
7.37 14-19 FBGRX 101.28 BlueChipGrowth
7.23 15-03 FLGEX 21.00 LargeCapGrowthEnhancedIndex
7.18 16-10 FNCMX 103.10 NasdaqCompositeIndex
6.99 17-01 FSDCX 38.88 SCommunicationsEquipment Yes
6.93 18-11 FSCPX 46.15 SConsumerDiscretionary
6.86 19-01 FSUTX 88.82 SUtilities
6.78 20-01 FDSCX 29.69 StockSelectorSmallCap
Last Week
11.79 01-39 FSRPX 15.99 SRetailing
10.82 02-09 FSHCX 100.23 SHealthCareServices Yes
10.26 03-29 FSCSX 19.49 SSoftware&ITServices
9.88 04-29 FCPGX 29.59 SmallCapGrowth Yes
9.60 05-31 FBSOX 63.90 SITServices
9.31 06-18 FOCPX 12.91 OTCPortfolio Yes
9.03 07-18 FBGRX 102.45 BlueChipGrowth Yes
8.60 08-09 FSPHX 25.81 SHealthCare
8.27 09-18 FTQGX 26.34 FocusedStock
8.03 10-03 FSMEX 52.10 SMedicalTechnologyandDevices
7.91 11-05 FSUIX 15.00 LargeCapGrowthIndex – Inv
7.86 12-09 FNCMX 103.36 NasdaqCompositeIndex Yes
7.70 13-10 FSCPX 46.31 SConsumerDiscretionary
7.36 14-05 FDSVX 36.23 Growth Discovery
7.34 15-05 FCNTX 13.73 Contrafund
7.28 16-02 FLGEX 20.93 LargeCapGrowthEnhancedIndex Yes
7.10 17-01 FTRNX 109.96 Trend
6.98 18-02 FSRFX 103.35 STransportation
6.78 19-02 FDCPX 98.37 SComputers
6.75 20-09 FBMPX 78.80 SMultimedia

IRA#1 is currently invested in:
100% – SRetailing(FSRPX)(16Jul18) from CashReserves(FDRXX)(18Jun18)
Jun18 1m-3% 3m+0% 6m-0% 12m+17% 24m+25% 36m+13% 60m+55% 120m-2%
May18 1m+2% 3m+3% 6m+2% 12m+18% 24m+36% 36m+10% 60m+59% 120m+4%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – SSoftware&ITServices(FSCSX)(16Jul18) from CashReserves(FDRXX)(05Mar18)
20% – CashReserves(FDRXX)(18Jun18) from SEnergy(FSENX)(13Apr18)
20% – SRetailing(FSRPX)(11Jun18) from CashReserves(FDRXX)(05Mar18)
20% – SITServices(FBSOX)(14May18) from CashReserves(FDRXX)(12Feb18)
20% – CashReserves(FDRXX)(02Apr18) from EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
Jun18 1m-0% 3m+1% 6m-1% 12m+6% 24m+16% 36m+11% 60m+25% 120m+25%
May18 1m+1% 3m+1% 6m-1% 12m+4% 24m+23% 36m+11% 60m+23% 120m+40%
Average annual return since 1/82 11%

A down week, not a buy week. The sum of all the deviations has been 439, 441, and now 392 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 19, 23, and now 13.
After Friday’s market results I was surprised my weekly numbers were not worse. We are soon to be in September, the worst month of the year – on average.

Last week I listed 6 stocks Tracey Ryniec mentioned on a podcast. After one week they are up HCA 3.0%, M 5.1%, PCMI 3.6%, EVTC 2.9%, OFG -2.0%, and FBC 0.15%. If all 6 has been purchase in equal amounts the gain of the portfolio was 2.1%.

During the week the daily Vertical Research Advisory podcast reported that their goal for the year end is 30,000 and even higher in future years. That will be an 18% increase.

IRA#1
SRetailing has a price of 15.99, a sell price 15.19, a rank of 01, and is a hold. (ETF – XRT, PEZ)
IRA#2
SITServices has a price of 63.90 a sell price 61.24, a rank of 05, and is a hold. (ETF – XWEB – stopped out 28Jun, XITK – stopped out on 27Jun)
SRetailing has a price of 15.99, a sell price 15.19, a rank of 01, and is a hold. (ETF – XRT, PEZ)
SSoftware&ITServices has a price of 19.49, a sell price 18.64, a rank of 03, and is a hold. (ETF – ARKW & FDN – stopped out on 30Jul)

My mutual fund portfolio 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 – 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 last 2 weeks).
This week:
11.79 01-39 FSRPX 15.99 SRetailing
10.82 02-09 FSHCX 100.23 SHealthCareServices Yes
10.26 03-29 FSCSX 19.49 SSoftware&ITServices
9.88 04-29 FCPGX 29.59 SmallCapGrowth Yes
9.60 05-31 FBSOX 63.90 SITServices
9.31 06-18 FOCPX 12.91 OTCPortfolio Yes
9.03 07-18 FBGRX 102.45 BlueChipGrowth Yes
8.60 08-09 FSPHX 25.81 SHealthCare
8.27 09-18 FTQGX 26.34 FocusedStock
8.03 10-03 FSMEX 52.10 SMedicalTechnologyandDevices
7.91 11-05 FSUIX 15.00 LargeCapGrowthIndex – Inv
7.86 12-09 FNCMX 103.36 NasdaqCompositeIndex Yes
7.70 13-10 FSCPX 46.31 SConsumerDiscretionary
7.36 14-05 FDSVX 36.23 Growth Discovery
7.34 15-05 FCNTX 13.73 Contrafund
7.28 16-02 FLGEX 20.93 LargeCapGrowthEnhancedIndex Yes
7.10 17-01 FTRNX 109.96 Trend
6.98 18-02 FSRFX 103.35 STransportation
6.78 19-02 FDCPX 98.37 SComputers
6.75 20-09 FBMPX 78.80 SMultimedia
Last Week
10.59 01-38 FSRPX 15.72 SRetailing
10.45 02-08 FSHCX 99.32 SHealthCareServices Yes
9.84 03-28 FSCSX 19.31 SSoftware&ITServices
9.23 04-30 FBSOX 63.36 SITServices
8.83 05-17 FOCPX 12.79 OTCPortfolio
8.77 06-08 FSPHX 257.28 SHealthCare
8.63 07-17 FBGRX 101.59 BlueChipGrowth
8.45 08-01 FRXIX 15.94 RealEstateIndex – Inv
8.33 09-28 FCPGX 29.02 SmallCapGrowth
8.23 10-02 FSMEX 51.98 SMedicalTechnologyandDevices Yes
8.00 11-04 FSUIX 14.95 LargeCapGrowthIndex – Inv
7.86 12-08 FNCMX 102.93 NasdaqCompositeIndex
7.83 13-17 FTQGX 26.12 FocusedStock
7.47 14-04 FDSVX 37.21 Growth Discovery
7.25 15-01 FSRFX 103.23 STransportation Yes
7.23 16-08 FBMPX 78.88 SMultimedia
7.18 17-01 FLGEX 20.83 LargeCapGrowthEnhancedIndex
7.16 18-09 FSCPX 45.89 SConsumerDiscretionary
7.06 19-01 FDCPX 98.28 SComputers
7.04 20-04 FCNTX 136.37 Contrafund

IRA#1 is currently invested in:
100% – SRetailing(FSRPX)(16Jul18) from CashReserves(FDRXX)(18Jun18)
Jun18 1m-3% 3m+0% 6m-0% 12m+17% 24m+25% 36m+13% 60m+55% 120m-2%
May18 1m+2% 3m+3% 6m+2% 12m+18% 24m+36% 36m+10% 60m+59% 120m+4%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – SSoftware&ITServices(FSCSX)(16Jul18) from CashReserves(FDRXX)(05Mar18)
20% – CashReserves(FDRXX)(18Jun18) from SEnergy(FSENX)(13Apr18)
20% – SRetailing(FSRPX)(11Jun18) from CashReserves(FDRXX)(05Mar18)
20% – SITServices(FBSOX)(14May18) from CashReserves(FDRXX)(12Feb18)
20% – CashReserves(FDRXX)(02Apr18) from EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
20% – CashReserves(FDRXX)(26Mar18) from SRetailing(FSRPX)(16Jan18)
Jun18 1m-0% 3m+1% 6m-1% 12m+6% 24m+16% 36m+11% 60m+25% 120m+25%
May18 1m+1% 3m+1% 6m-1% 12m+4% 24m+23% 36m+11% 60m+23% 120m+40%
Average annual return since 1/82 11%

An ok week, not a buy week. The sum of all the deviations has been 454, 439, and now 441 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 20, 19, and now 23.
In order to limit the number of funds I watch to 100, each week I add a fund from last month’s best performing and delete the worst performing.
This week I added LatinAmerica(FLATX) and deleted EmergingAsia(FSEAX). If every fund goes up by an average of 0.06% the sum some of the deviations will be up. Adding LatinAmreica increased the sum of all the deviations by 4% and removing EmergingAsia (its deviation was negative) increased the sun of all deviations by 2%.

Last year I reported on a Zacks Market Edge Podcast with Tracey Ryniec where she provided the names of 5 value stocks which were acting like growth stocks. That list was great. On Wednesday (01Aug) she provided a list of 5 Value Stocks Hotter than Apple in 2018. Using the Zacks screening tools she describes in her podcast she found 22 candidates and suggested investors look at HCA, M, PCMI, EVTC, OFG, and FBC. She added a sixth at the end of the podcast. They are worth a review by an interested investor.

The Wishing Wealth Blog which sends me an email daily has its two general market indices at 5 out of 6 and 7 out of 8. A bullish reading.

IRA#1
SRetailing has a price of 15.72, a sell price 15.07, a rank of 01, and is a hold. (ETF – XRT, PEZ)
IRA#2
SITServices has a price of 63.36 a sell price 61.24, a rank of 04, and is a hold. (ETF – XWEB – stopped out 28Jun, XITK – stopped out on 27Jun)
SRetailing has a price of 15.72, a sell price 15.07, a rank of 01, and is a hold. (ETF – XRT, PEZ)
SSoftware&ITServices has a price of 19.31, a sell price 18.64, a rank of 03, and is a hold. (ETF – ARKW & FDN – stopped out on 30Jul)

My mutual fund portfolio 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 – 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 last 2 weeks).
This week:
10.59 01-38 FSRPX 15.72 SRetailing
10.45 02-08 FSHCX 99.32 SHealthCareServices Yes
9.84 03-28 FSCSX 19.31 SSoftware&ITServices
9.23 04-30 FBSOX 63.36 SITServices
8.83 05-17 FOCPX 12.79 OTCPortfolio
8.77 06-08 FSPHX 257.28 SHealthCare
8.63 07-17 FBGRX 101.59 BlueChipGrowth
8.45 08-01 FRXIX 15.94 RealEstateIndex – Inv
8.33 09-28 FCPGX 29.02 SmallCapGrowth
8.23 10-02 FSMEX 51.98 SMedicalTechnologyandDevices Yes
8.00 11-04 FSUIX 14.95 LargeCapGrowthIndex – Inv
7.86 12-08 FNCMX 102.93 NasdaqCompositeIndex
7.83 13-17 FTQGX 26.12 FocusedStock
7.47 14-04 FDSVX 37.21 Growth Discovery
7.25 15-01 FSRFX 103.23 STransportation Yes
7.23 16-08 FBMPX 78.88 SMultimedia
7.18 17-01 FLGEX 20.83 LargeCapGrowthEnhancedIndex
7.16 18-09 FSCPX 45.89 SConsumerDiscretionary
7.06 19-01 FDCPX 98.28 SComputers
7.04 20-04 FCNTX 136.37 Contrafund
Last Week
11.50 01-37 FSRPX 15.76 SRetailing
10.92 02-27 FSCSX 19.40 SSoftware&ITServices
10.41 03-29 FBSOX 63.73 SITServices
9.03 04-16 FTQGX 26.30 FocusedStock
8.57 05-16 FOCPX 12.70 OTCPortfolio
8.54 06-16 FBGRX 101.04 BlueChipGrowth
8.52 07-07 FSHCX 97.05 SHealthCareServices
7.95 08-03 FDSVX 37.23 Growth Discovery
7.94 09-27 FCPGX 28.79 SmallCapGrowth
7.77 10-07 FSPHX 253.74 SHealthCare
7.55 11-01 FSENX 48.25 SEnergy
7.51 12-03 FSUIX 14.82 LargeCapGrowthIndex – Inv
7.51 13-26 FSPTX 185.48 STechnology
7.51 14-03 FCNTX 136.46 Contrafund
7.33 15-08 FSCPX 45.79 SConsumerDiscretionary
7.25 16-07 FNCMX 101.93 NasdaqCompositeIndex
7.14 17-01 FSMEX 51.23 SMedicalTechnologyandDevices
7.07 18-07 FBMPX 78.46 SMultimedia
6.92 19-03 FTRNX 108.98 Trend
6.87 20-01 FMAGX 109.59 Magellan

IRA#1 is currently invested in:
100% – SRetailing(FSRPX)(16Jul18) from CashReserves(FDRXX)(18Jun18)
Jun18 1m-3% 3m+0% 6m-0% 12m+17% 24m+25% 36m+13% 60m+55% 120m-2%
May18 1m+2% 3m+3% 6m+2% 12m+18% 24m+36% 36m+10% 60m+59% 120m+4%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – SSoftware&ITServices(FSCSX)(16Jul18) from CashReserves(FDRXX)(05Mar18)
20% – CashReserves(FDRXX)(18Jun18) from SEnergy(FSENX)(13Apr18)
20% – SRetailing(FSRPX)(11Jun18) from CashReserves(FDRXX)(05Mar18)
20% – SITServices(FBSOX)(14May18) from CashReserves(FDRXX)(12Feb18)
20% – CashReserves(FDRXX)(02Apr18) from EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
20% – CashReserves(FDRXX)(26Mar18) from SRetailing(FSRPX)(16Jan18)
Jun18 1m-0% 3m+1% 6m-1% 12m+6% 24m+16% 36m+11% 60m+25% 120m+25%
May18 1m+1% 3m+1% 6m-1% 12m+4% 24m+23% 36m+11% 60m+23% 120m+40%
Average annual return since 1/82 11%

A not so good week, not a buy week. The sum of all the deviations has been 472, 454, and now 439 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 71, 20, and now 19.
Sort of a slow down trend. Like last week, none of my top 20 finds were rated as a buy.
In order to limit the number of funds I watch to 100, each week I add a fund from last month’s best performing and delete the worst performing.
This week I added RealEstateIncome(FRIFX) and deleted SAutomotive(FSAVX). Last month (June) there were only 26 funds which gained more than 1% – not a long list.

Gary Kaltbaum on his Friday evening show indicated this week may have been the “high watermark” (peak) for tech and retailing.
You can listen to his show at 6pm on your local biztalk station, or on the net at www.biztalkradio.com/, or on the BizTalkRadio app.
Or you can listen to it later on the online archives, or app archives, or at http://archives.warpradio.com/btr/investorsedge/072618.mp3.
Or if you want to listen to it without commercials and at a 20% faster speed (a 55 minute show in 28.08 minutes) at https://soundcloud.com/search?q=stoolander and select 180727 (most recent) entry. Stoolander posts the show each evening and you can follow him on Twitter and listen as soon as he posts it.

June returns for IRA#1 -3%, IRA#2 -0%, QQQ +1%, TQQQ +2%
For the last 3 months, IRA#1 +0%, IRA#2 +0%, QQQ +2%, TQQQ +5%
For the last 6 months, IRA#1 -0%, IRA#2 -0%, QQQ 4%,
For the last 12 months, IRA#1 17%, IRA#2 6%, QQQ 18%,
portfolio changes:
IRA#1 – 00% invested – sold SEnergy(FSENX)(19Jun18) 0.3% gain (the corresponding ETFs (PXI and IEO) were stopped out on 5/25 for a 0.84% and 1.69% gain)
IRA#2 – 40% invested – Purchased SRetailing(FSRPX)(12Jun18), sold SEnergy(FSENX)(19Jun18) 0.3% gain (the corresponding ETFs (PXI and IEO) were stopped out on 5/25 for a 0.84% and 1.69 gain)
QQQ – 100% invested – QQQ
TQQQ – 100% invested – TQQQ
The TQQQ portfolio was started in Feb18 thus no 6 or 12 months return yet (but they should be about 3X the QQQ portfolio).

I stopped by Publix today and when checking out gave the young cashier 2 gold dollars and 12 half dollars (put the rest on plastic). First she counted them all as dollars. I corrected her and then she counted them correctly . Then she asked customer service it Publix took half dollars. I suggested that US coins had to be taken by US businesses. You would think Publix would show their cashers what US money looks like. Then next time I go in I’m going to slip in a Susan B Anthony Dollar and maybe a 2 dollar bill. I have quite a few older circulated coins to spend.

IRA#1
SRetailing has a price of 15.76, a sell price 15.07, a rank of 01, and is a hold. (ETF – XRT, PEZ)
IRA#2
SITServices has a price of 63.73 a sell price 61.24, a rank of 03, and is a hold. (ETF – XWEB – stopped out 28Jun, XITK – stopped out on 27Jun)
SRetailing has a price of 15.76, a sell price 15.07, a rank of 01, and is a hold. (ETF – XRT, PEZ)
SSoftware&ITServices has a price of 19.40, a sell price 18.64, a rank of 02, and is a hold. (ETF – ARKW, FDN)

My mutual fund portfolio 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 – 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 last 2 weeks).
This week:
11.50 01-37 FSRPX 15.76 SRetailing
10.92 02-27 FSCSX 19.40 SSoftware&ITServices
10.41 03-29 FBSOX 63.73 SITServices
9.03 04-16 FTQGX 26.30 FocusedStock
8.57 05-16 FOCPX 12.70 OTCPortfolio
8.54 06-16 FBGRX 101.04 BlueChipGrowth
8.52 07-07 FSHCX 97.05 SHealthCareServices
7.95 08-03 FDSVX 37.23 Growth Discovery
7.94 09-27 FCPGX 28.79 SmallCapGrowth
7.77 10-07 FSPHX 253.74 SHealthCare
7.55 11-01 FSENX 48.25 SEnergy
7.51 12-03 FSUIX 14.82 LargeCapGrowthIndex – Inv
7.51 13-26 FSPTX 185.48 STechnology
7.51 14-03 FCNTX 136.46 Contrafund
7.33 15-08 FSCPX 45.79 SConsumerDiscretionary
7.25 16-07 FNCMX 101.93 NasdaqCompositeIndex
7.14 17-01 FSMEX 51.23 SMedicalTechnologyandDevices
7.07 18-07 FBMPX 78.46 SMultimedia
6.92 19-03 FTRNX 108.98 Trend
6.87 20-01 FMAGX 109.59 Magellan
Last Week
12.83 01-26 FSCSX 19.62 SSoftware&ITServices
12.82 02-36 FSRPX 15.85 SRetailing
12.28 03-28 FBSOX 64.46 SITServices
10.52 04-12 FOCPX 12.87 OTCPortfolio
10.26 05-15 FTQGX 26.47 FocusedStock
10.15 06-15 FBGRX 102.08 BlueChipGrowth
9.75 07-26 FCPGX 29.15 SmallCapGrowth
9.33 08-06 FSPHX 256.37 SHealthCare
8.86 09-02 FCNTX 137.63 Contrafund
8.82 10-06 FNCMX 103.02 NasdaqCompositeIndex
8.80 11-07 FSCPX 46.24 SConsumerDiscretionary
8.75 12-25 FSPTX 186.87 STechnology
8.67 13-02 FDSVX 37.32 Growth Discovery
8.52 14-02 FSUIX 14.90 LargeCapGrowthIndex – Inv
8.28 15-06 FBMPX 79.05 SMultimedia
8.28 16-03 FBIOX 242.16 SBiotechnology
8.15 17-11 FSSPX 22.45 SmallCapIndex – Inv
8.05 18-02 FTRNX 109.73 Trend
7.88 19-06 FSHCX 96.05 SHealthCareServices
7.28 20-01 FLGEX 20.70 LargeCapGrowthEnhancedIndex

IRA#1 is currently invested in:
100% – SRetailing(FSRPX)(16Jul18) from CashReserves(FDRXX)(18Jun18)
Jun18 1m-3% 3m+0% 6m-0% 12m+17% 24m+25% 36m+13% 60m+55% 120m-2%
May18 1m+2% 3m+3% 6m+2% 12m+18% 24m+36% 36m+10% 60m+59% 120m+4%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – SSoftware&ITServices(FSCSX)(16Jul18) from CashReserves(FDRXX)(05Mar18)
20% – CashReserves(FDRXX)(18Jun18) from SEnergy(FSENX)(13Apr18)
20% – SRetailing(FSRPX)(11Jun18) from CashReserves(FDRXX)(05Mar18)
20% – SITServices(FBSOX)(14May18) from CashReserves(FDRXX)(12Feb18)
20% – CashReserves(FDRXX)(02Apr18) from EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
20% – CashReserves(FDRXX)(26Mar18) from SRetailing(FSRPX)(16Jan18)
Jun18 1m-0% 3m+1% 6m-1% 12m+6% 24m+16% 36m+11% 60m+25% 120m+25%
May18 1m+1% 3m+1% 6m-1% 12m+4% 24m+23% 36m+11% 60m+23% 120m+40%
Average annual return since 1/82 11%

An ok week, not a buy week. The sum of all the deviations has been 384, 472, and now 454 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 06, 71, and now 20.
Sure hope the market resumes its up trend.

19 minutes and 40 seconds into this YouTube audio presentation is the start of the interview with Dr. Pippa Malmgren.
It is not about the market directly but more about the world of the future.
I find this interview extremely interesting and more than a little alarming about the future.
I strongly suggest you listen to it.
https://www.youtube.com/watch?v=VEJac8zt_ZM

Jim Rogers – 14Jun18 – from jimrogers.blogspot.com
“Well, I know that people are taught to diversify. But diversification is just that’s something that brokers came up with, so they don’t get sued,” Jim told me recently when I sat down to chat with him here in Singapore. Then he added, “If you want to get rich… You have to concentrate and focus.”

IRA#1
SRetailing has a price of 15.85, a sell price 15.07, a rank of 02, and is a hold. (ETF – XRT, PEZ)
IRA#2
SITServices has a price of 64.46, a sell price 61.24, a rank of 03, and is a hold. (ETF – XWEB – stopped out 28Jun, XITK – stopped out on 27Jun)
SRetailing has a price of 15.85, a sell price 15.07, a rank of 02, and is a hold. (ETF – XRT, PEZ)
SSoftware&ITServices has a price of 19.62, a sell price 18.64, a rank of 01, and is a hold. (ETF – ARKW, FDN)

My mutual fund portfolio 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 – 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 last 2 weeks).
This week:
12.83 01-26 FSCSX 19.62 SSoftware&ITServices
12.82 02-36 FSRPX 15.85 SRetailing
12.28 03-28 FBSOX 64.46 SITServices
10.52 04-12 FOCPX 12.87 OTCPortfolio
10.26 05-15 FTQGX 26.47 FocusedStock
10.15 06-15 FBGRX 102.08 BlueChipGrowth
9.75 07-26 FCPGX 29.15 SmallCapGrowth
9.33 08-06 FSPHX 256.37 SHealthCare
8.86 09-02 FCNTX 137.63 Contrafund
8.82 10-06 FNCMX 103.02 NasdaqCompositeIndex
8.80 11-07 FSCPX 46.24 SConsumerDiscretionary
8.75 12-25 FSPTX 186.87 STechnology
8.67 13-02 FDSVX 37.32 Growth Discovery
8.52 14-02 FSUIX 14.90 LargeCapGrowthIndex – Inv
8.28 15-06 FBMPX 79.05 SMultimedia
8.28 16-03 FBIOX 242.16 SBiotechnology
8.15 17-11 FSSPX 22.45 SmallCapIndex – Inv
8.05 18-02 FTRNX 109.73 Trend
7.88 19-06 FSHCX 96.05 SHealthCareServices
7.28 20-01 FLGEX 20.70 LargeCapGrowthEnhancedIndex
Last Week
13.65 01-35 FSRPX 15.86 SRetailing Yes
13.37 02-25 FSCSX 19.58 SSoftware&ITServices Yes
12.75 03-27 FBSOX 64.31 SITServices Yes
10.96 04-11 FOCPX 12.85 OTCPortfolio Yes
10.75 05-14 FBGRX 102.09 BlueChipGrowth Yes
10.32 06-25 FCPGX 29.15 SmallCapGrowth Yes
10.31 07-14 FTQGX 26.34 FocusedStock Yes
10.17 08-05 FBMPX 80.08 SMultimedia Yes
9.88 09-05 FSPHX 256.39 SHealthCare Yes
9.65 10-05 FSHCX 97.22 SHealthCareServices Yes
9.43 11-06 FSCPX 46.29 SConsumerDiscretionary Yes
9.42 12-05 FNCMX 103.11 NasdaqCompositeIndex Yes
9.34 13-24 FSPTX 187.03 STechnology Yes
9.08 14-01 FCNTX 137.27 Contrafund Yes
8.95 15-02 FBIOX 242.61 SBiotechnology
8.94 16-01 FSUIX 14.89 LargeCapGrowthIndex – Inv Yes
8.67 17-01 FDSVX 37.15 Growth Discovery Yes
8.60 18-01 FTRNX 109.82 Trend Yes
8.45 19-04 FRXIX 15.77 RealEstateIndex – Inv
7.99 20-10 FSSPX 22.32 SmallCapIndex – IC

IRA#1 is currently invested in:
100% – SRetailing(FSRPX)(16Jul18) from CashReserves(FDRXX)(18Jun18)
May18 1m+2% 3m+3% 6m+2% 12m+18% 24m+36% 36m+10% 60m+59% 120m+4%
Apr18 1m+1% 3m-5% 6m-0% 12m+21% 24m+25% 36m+9% 60m+43% 120m+7%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – SSoftware&ITServices(FSCSX)(16Jul18) from CashReserves(FDRXX)(05Mar18)
20% – CashReserves(FDRXX)(18Jun18) from SEnergy(FSENX)(13Apr18)
20% – SRetailing(FSRPX)(11Jun18) from CashReserves(FDRXX)(05Mar18)
20% – SITServices(FBSOX)(14May18) from CashReserves(FDRXX)(12Feb18)
20% – CashReserves(FDRXX)(02Apr18) from EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
20% – CashReserves(FDRXX)(26Mar18) from SRetailing(FSRPX)(16Jan18)
May18 1m+1% 3m+1% 6m-1% 12m+4% 24m+23% 36m+11% 60m+23% 120m+37%
Apr18 1m+0% 3m-4% 6m-0% 12m+7% 24m+22% 36m+15% 60m+24% 120m+36%
Average annual return since 1/82 11%

This website was down the last few days of last week. My IT staff fixed it Sunday.

A very good week, a buy week. The sum of all the deviations has been 271, 384, and now 472 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 05, 06, and now 71.
Sure hope the market contiues up.

Consuela Mack’s show, Wealthtrack, featured David and Tom Gardner who started Motley Fool 25 years ago. David’s latest stock pick is AMGEN and Tom’s latest pick is SFIX. Since 2002 David’s growth oriented stock picks are up 600+% and Tom’s value o Tom’s latest pick is SFIX. Since 2002 David’s growth oriented stock picks are up 600+% and Tom’s value oriented stock picks are up 160%+. 

IRA#1
SRetailing has a price of 15.86, a sell price 15.07, a rank of 01, and is a hold. (ETF – XRT, PEZ)
IRA#2
SITServices has a price of 64.31, a sell price 61.09, a rank of 03, and is a hold. (ETF – XWEB – stopped out 28Jun, XITK – stopped out on 27Jun)
SRetailing has a price of 15.86, a sell price 15.07, a rank of 01, and is a hold. (ETF – XRT, PEZ)
SSoftware&ITServices has a price of 19.58, a sell price TBD, a rank of 2, and is a hold. (ETF – ARKW, FDN)

My mutual fund portfolio changes this weekend:
IRA #1 – Purchase SRetailing
IRA #2 – Purchase SSoftware&ITServices

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 last 2 weeks).
This week:
13.65 01-35 FSRPX 15.86 SRetailing Yes
13.37 02-25 FSCSX 19.58 SSoftware&ITServices Yes
12.75 03-27 FBSOX 64.31 SITServices Yes
10.96 04-11 FOCPX 12.85 OTCPortfolio Yes
10.75 05-14 FBGRX 102.09 BlueChipGrowth Yes
10.32 06-25 FCPGX 29.15 SmallCapGrowth Yes
10.31 07-14 FTQGX 26.34 FocusedStock Yes
10.17 08-05 FBMPX 80.08 SMultimedia Yes
9.88 09-05 FSPHX 256.39 SHealthCare Yes
9.65 10-05 FSHCX 97.22 SHealthCareServices Yes
9.43 11-06 FSCPX 46.29 SConsumerDiscretionary Yes
9.42 12-05 FNCMX 103.11 NasdaqCompositeIndex Yes
9.34 13-24 FSPTX 187.03 STechnology Yes
9.08 14-01 FCNTX 137.27 Contrafund Yes
8.95 15-02 FBIOX 242.61 SBiotechnology
8.94 16-01 FSUIX 14.89 LargeCapGrowthIndex – Inv Yes
8.67 17-01 FDSVX 37.15 Growth Discovery Yes
8.60 18-01 FTRNX 109.82 Trend Yes
8.45 19-04 FRXIX 15.77 RealEstateIndex – Inv
7.99 20-10 FSSPX 22.32 SmallCapIndex – IC
Last Week
12.38 01-34 FSRPX 15.57 SRetailing
10.61 02-24 FSCSX 18.97 SSoftware&ITServices
10.43 03-26 FBSOX 62.56 SITServices
10.20 04-24 FCPGX 28.96 SmallCapGrowth
9.90 05-03 FRXIX 15.91 RealEstateIndex – Inv Yes
9.33 06-13 FBGRX 100.21 BlueChipGrowth
9.17 07-10 FOCPX 12.57 OTCPortfolio
9.08 08-04 FSPHX 253.19 SHealthCare
9.05 09-01 FBIOX 241.69 SBiotechnology
8.89 10-09 FSSPX 22.41 SmallCapIndex – IC
8.59 11-04 FBMPX 78.51 SMultimedia
8.34 12-13 FTQGX 25.73 FocusedStock
8.03 13-07 FNCMX 101.30 NasdaqCompositeIndex
7.81 14-04 FSHCX 95.10 SHealthCareServices
7.65 15-03 FSENX 47.78 SEnergy
7.57 15-05 FSCPX 45.28 SConsumerDiscretionary
7.57 17-01 FCPEX 14.87 SmallCapEnhancedIndex
7.51 18-01 FSMEX 50.84 SMedicalTechnologyandDevices
7.24 19-01 FSEMX 67.41 ExtendedMarketIndex – IC
7.23 20-23 FSPTX 182.51 STechnology

IRA#1 is currently invested in:
100% – SRetailing(FSRPX)(16Jul18) from CashReserves(FDRXX)(18Jun18)
May18 1m+2% 3m+3% 6m+2% 12m+18% 24m+36% 36m+10% 60m+59% 120m+4%
Apr18 1m+1% 3m-5% 6m-0% 12m+21% 24m+25% 36m+9% 60m+43% 120m+7%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – SSoftware&ITServices(FSCSX)(16Jul18) from CashReserves(FDRXX)(05Mar18)
20% – CashReserves(FDRXX)(18Jun18) from SEnergy(FSENX)(13Apr18)
20% – SRetailing(FSRPX)(11Jun18) from CashReserves(FDRXX)(05Mar18)
20% – SITServices(FBSOX)(14May18) from CashReserves(FDRXX)(12Feb18)
20% – CashReserves(FDRXX)(02Apr18) from EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
20% – CashReserves(FDRXX)(26Mar18) from SRetailing(FSRPX)(16Jan18)
May18 1m+1% 3m+1% 6m-1% 12m+4% 24m+23% 36m+11% 60m+23% 120m+37%
Apr18 1m+0% 3m-4% 6m-0% 12m+7% 24m+22% 36m+15% 60m+24% 120m+36%
Average annual return since 1/82 11%

This report is a little late, my website was down and the IT guru just fixed it.

So Fidelity failed to provide distribution data this week AGAIN. I called them again and got the same nonsense. One of these days I may have to ask the SEC if it is legal to provide incomplete, thus incorrect data. I feel it will not impact the numbers much and will have the correct weekly numbers in next week’s report.

A good week, not a buy week. The sum of all the deviations has been 452, 271, and now 381 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 03, 05, and now 06.
So the market it up a little, but not enough to buy

Dan Zanger was on the 03Jul MoneyLife podcast, he is the founder of Chartpattern.com. Zanger feels we are in a bearish market, likes 80% cash and 20% REITs in his portfolio, and the market will take a dive after 30July.

IRA#1
CashReserves
IRA#2
SITServices has a price of 62.56, a sell price 59.43, a rank of 03, and is a hold. (ETF – XWEB – stopped out 28Jun, XITK – stopped out on 27Jun)
SRetailing has a price of 15.57, a sell price 14.92, a rank of 01, and is a hold. (ETF – XRT, PEZ)

My mutual fund portfolio changes this weekend:
IRA #1 – None
IRA #2 – None

My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 00% 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 last 2 weeks).
This week:
12.38 01-34 FSRPX 15.57 SRetailing
10.61 02-24 FSCSX 18.97 SSoftware&ITServices
10.43 03-26 FBSOX 62.56 SITServices
10.20 04-24 FCPGX 28.96 SmallCapGrowth
9.90 05-03 FRXIX 15.91 RealEstateIndex – Inv Yes
9.33 06-13 FBGRX 100.21 BlueChipGrowth
9.17 07-10 FOCPX 12.57 OTCPortfolio
9.08 08-04 FSPHX 253.19 SHealthCare
9.05 09-01 FBIOX 241.69 SBiotechnology
8.89 10-09 FSSPX 22.41 SmallCapIndex – IC
8.59 11-04 FBMPX 78.51 SMultimedia
8.34 12-13 FTQGX 25.73 FocusedStock
8.03 13-07 FNCMX 101.30 NasdaqCompositeIndex
7.81 14-04 FSHCX 95.10 SHealthCareServices
7.65 15-03 FSENX 47.78 SEnergy
7.57 15-05 FSCPX 45.28 SConsumerDiscretionary
7.57 17-01 FCPEX 14.87 SmallCapEnhancedIndex
7.51 18-01 FSMEX 50.84 SMedicalTechnologyandDevices
7.24 19-01 FSEMX 67.41 ExtendedMarketIndex – IC
7.23 20-23 FSPTX 182.51 STechnology
Last Week
11.81 01-33 FSRPX 15.39 SRetailing
8.76 02-25 FBSOX 61.28 SITServices
8.74 03-02 FRXIX 15.66 RealEstateIndex – Inv Yes
8.29 04-02 FSENX 47.87 SEnergy Yes
8.26 05-12 FBGRX 98.74 BlueChipGrowth
8.24 06-23 FSCSX 18.46 SSoftware&ITServices
7.89 07-23 FCPGX 28.20 SmallCapGrowth
7.69 08-09 FOCPX 12.34 OTCPortfolio
7.00 09-04 FSCPX 44.86 SConsumerDiscretionary
6.78 10-03 FBMPX 76.85 SMultimedia
6.71 11-12 FTQGX 25.23 FocusedStock
6.08 12-03 FSPHX 245.05 SHealthCare
6.08 13-08 FSSPX 21.73 SmallCapIndex – IC
5.93 14-06 FNCMX 98.91 NasdaqCompositeIndex
5.86 15-11 FCNTX 132.07 Contrafund
5.75 16-01 FSDCX 37.58 SCommunicationsEquipment
5.51 17-22 FSPTX 178.91 STechnology
5.44 18-05 FDSVX 35.75 Growth Discovery
5.44 19-01 FSUIX 14.29 LargeCapGrowthIndex – Inv
5.32 20-03 FSHCX 92.52 SHealthCareServices

IRA#1 is currently invested in:
100% – CashReserves(FDRXX)(18Jun18) from SEnergy(FSENX)(23Apr18)
May18 1m+2% 3m+3% 6m+2% 12m+18% 24m+36% 36m+10% 60m+59% 120m+4%
Apr18 1m+1% 3m-5% 6m-0% 12m+21% 24m+25% 36m+9% 60m+43% 120m+7%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – CashReserves(FDRXX)(18Jun18) from SEnergy(FSENX)(13Apr18)
20% – SRetailing(FSRPX)(11Jun18) from CashReserves(FDRXX)(05Mar18)
20% – SITServices(FBSOX)(14May18) from CashReserves(FDRXX)(12Feb18)
20% – CashReserves(FDRXX)(02Apr18) from
EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
20% – CashReserves(FDRXX)(26Mar18) from SRetailing(FSRPX)(16Jan18)
May18 1m+1% 3m+1% 6m-1% 12m+4% 24m+23% 36m+11% 60m+23% 120m+37%
Apr18 1m+0% 3m-4% 6m-0% 12m+7% 24m+22% 36m+15% 60m+24% 120m+36%
Average annual return since 1/82 11%

Not a good week, not a buy week. The sum of all the deviations has been 547, 452, and now 271 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 30, 3, and now 5.
Well the market has decided it is not a time to go up. The Wishing Wealth Blog report of 29Jun says “With a revised Wednesday’s GMI (General Market Index) reading of 2 and Thursday’s reading of 1, the GMI has turned Red. The GMI has turned Red briefly at oversold bottoms or at developing significant down-trends. Time for me to be very defensive.” His GMI index is 1 up out of 6. His GMI #2 is 3 up out of 8.

May returns for IRA#1 +2%, IRA#2 +1%, QQQ +1%, TQQQ +3%
For the last 3 months, IRA#1 3%, IRA#2 0%, QQQ +1%, TQQQ +3%
For the last 6 months, IRA#1 2%, IRA#2 -1%, QQQ 4%
For the last 12 months, IRA#1 18%, IRA#2 4%, QQQ 14%
portfolio changes:
IRA#1 – 100% invested, SEnergy(FSENX)
IRA#2 – Purchased SITServices(FBSOX)(15May18), 40% invested, SEnergy(FSENX) SITServices(FBSOX)
QQQ – Purchased QQQ(14May18), 100% invested, Powershares QQQ TR (QQQ)
TQQQ – Purchased TQQQ(14May18), 100% invested, Powershares Ultrapro QQQ (TQQQ)
I’ve changed the SPY/RSP to a TQQQ portfolio in Feb18. Thus no 6 or 12 months numbers. TQQQ is a leveraged ETF performing 3x the QQQ ETF. I expect TQQQ to perform a lot better than the SPY/RSP portfolio..

IRA#1
CashReserves
IRA#2
SITServices has a price of 62.18, a sell price 59.41, a rank of 04, and is a hold. (ETF – XWEB – stopped out 28Jun, XITK – stopped out 27Jun)
SRetailing has a price of 15.70, a sell price 14.92, a rank of 01, and is a hold. (ETF – XRT, PEZ)

My mutual fund portfolio changes this weekend:
IRA #1 – None
IRA #2 – None

My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 00% 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 last 2 weeks).
This week:
11.81 01-33 FSRPX 15.39 SRetailing
8.76 02-25 FBSOX 61.28 SITServices
8.74 03-02 FRXIX 15.66 RealEstateIndex – Inv Yes
8.29 04-02 FSENX 47.87 SEnergy Yes
8.26 05-12 FBGRX 98.74 BlueChipGrowth
8.24 06-23 FSCSX 18.46 SSoftware&ITServices
7.89 07-23 FCPGX 28.20 SmallCapGrowth
7.69 08-09 FOCPX 12.34 OTCPortfolio
7.00 09-04 FSCPX 44.86 SConsumerDiscretionary
6.78 10-03 FBMPX 76.85 SMultimedia
6.71 11-12 FTQGX 25.23 FocusedStock
6.08 12-03 FSPHX 245.05 SHealthCare
6.08 13-08 FSSPX 21.73 SmallCapIndex – IC
5.93 14-06 FNCMX 98.91 NasdaqCompositeIndex
5.86 15-11 FCNTX 132.07 Contrafund
5.75 16-01 FSDCX 37.58 SCommunicationsEquipment
5.51 17-22 FSPTX 178.91 STechnology
5.44 18-05 FDSVX 35.75 Growth Discovery
5.44 19-01 FSUIX 14.29 LargeCapGrowthIndex – Inv
5.32 20-03 FSHCX 92.52 SHealthCareServices

Last Week
14.78 01-32 FSRPX 15.70 SRetailing
11.13 02-22 FSCSX 18.87 SSoftware&ITServices
11.02 03-22 FCPGX 28.90 SmallCapGrowth
10.87 04-24 FBSOX 62.18 SITServices
10.67 05-08 FOCPX 12.63 OTCPortfolio
10.52 06-11 FBGRX 100.36 BlueChipGrowth
9.68 07-02 FSHCX 96.08 SHealthCareServices
9.62 08-03 FSCPX 45.79 SConsumerDiscretionary
9.46 09-11 FTQGX 25.79 FocusedStock
9.11 10-07 FSSPX 22.28 SmallCapIndex – IC
9.10 11-02 FSPHX 251.23 SHealthCare Yes
8.93 12-02 FBMPX 78.12 SMultimedia
8.83 13-05 FNCMX 101.30 NasdaqCompositeIndex
8.57 14-21 FSPTX 183.56 STechnology
8.55 15-01 FRXIX 15.56 RealEstateIndex – Inv
8.31 16-08 FSELX 11.70 SSemiconductors
8.09 17-10 FCNTX 134.44 Contrafund
8.08 18-01 FCPEX 14.84 SmallCapEnhancedIndex
8.04 19-01 FSENX 47.55 SEnergy
7.84 20-04 FDSVX 36.46 Growth Discovery

IRA#1 is currently invested in:
100% – CashReserves(FDRXX)(18Jun18) from SEnergy(FSENX)(23Apr18)
May18 1m+2% 3m+3% 6m+2% 12m+18% 24m+36% 36m+10% 60m+59% 120m+4%
Apr18 1m+1% 3m-5% 6m-0% 12m+21% 24m+25% 36m+9% 60m+43% 120m+7%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – CashReserves(FDRXX)(18Jun18) from SEnergy(FSENX)(13Apr18)
20% – SRetailing(FSRPX)(11Jun18) from CashReserves(FDRXX)(05Mar18)
20% – SITServices(FBSOX)(14May18) from CashReserves(FDRXX)(12Feb18)
20% – CashReserves(FDRXX)(02Apr18) from EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
20% – CashReserves(FDRXX)(26Mar18) from SRetailing(FSRPX)(16Jan18)
May18 1m+1% 3m+1% 6m-1% 12m+4% 24m+23% 36m+11% 60m+23% 120m+37%
Apr18 1m+0% 3m-4% 6m-0% 12m+7% 24m+22% 36m+15% 60m+24% 120m+36%
Average annual return since 1/82 11%

Not a good week, not a buy week. The sum of all the deviations has been 583, 547, and now 452 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 47, 30, and now 3.
Time to sit and wait to see which way the market will be going this week

On the 21Jun18 MacroVoices podcast, Luke Groman pointed out that for the first time since 2009 the US federal deficit has started increasing as a percentage of GDP. It has happened 7 times in history, 6 of which were followed by recession within 12 to 14 months. Listening to the rest of the podcast was also interesting – dollar up for a little longer and then  slowly decline as it loses its position as the world’s dominant currency.

There is a podcast put out by Vertical Research Advisory. It is a daily podcast, about 8 minutes long, which provides a quick overview of the market.

IRA#1
CashReserves
IRA#2
SITServices has a price of 62.18, a sell price 59.41, a rank of 04, and is a hold. (ETF – XWEB, XITK)
SRetailing has a price of 15.70, a sell price 14.92, a rank of 01, and is a hold. (ETF – XRT, PEZ)

My mutual fund portfolio changes this weekend:
IRA #1 – None
IRA #2 – None

My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 00% 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 last 2 weeks).
This week:
14.78 01-32 FSRPX 15.70 SRetailing
11.13 02-22 FSCSX 18.87 SSoftware&ITServices
11.02 03-22 FCPGX 28.90 SmallCapGrowth
10.87 04-24 FBSOX 62.18 SITServices
10.67 05-08 FOCPX 12.63 OTCPortfolio
10.52 06-11 FBGRX 100.36 BlueChipGrowth
9.68 07-02 FSHCX 96.08 SHealthCareServices
9.62 08-03 FSCPX 45.79 SConsumerDiscretionary
9.46 09-11 FTQGX 25.79 FocusedStock
9.11 10-07 FSSPX 22.28 SmallCapIndex – IC
9.10 11-02 FSPHX 251.23 SHealthCare Yes
8.93 12-02 FBMPX 78.12 SMultimedia
8.83 13-05 FNCMX 101.30 NasdaqCompositeIndex
8.57 14-21 FSPTX 183.56 STechnology
8.55 15-01 FRXIX 15.56 RealEstateIndex – Inv
8.31 16-08 FSELX 11.70 SSemiconductors
8.09 17-10 FCNTX 134.44 Contrafund
8.08 18-01 FCPEX 14.84 SmallCapEnhancedIndex
8.04 19-01 FSENX 47.55 SEnergy
7.84 20-04 FDSVX 36.46 Growth Discovery
Last Week
15.60 01-31 FSRPX SRetailing 15.69 Yes
12.68 02-21 FCPGX SmallCapGrowth 29.16 Yes
12.40 03-10 FBGRX BlueChipGrowth 101.50 Yes
12.36 04-07 FOCPX OTCPortfolio 12.75 Yes
12.32 05-21 FSCSX SSoftware&ITServices 18.96 Yes
12.23 06-07 FSELX SSemiconductors 12.07
12.16 07-22 FBSOX SITServices 62.54 Yes
11.68 08-20 FSPTX STechnology 187.97 Yes
11.19 09-02 FSCPX SConsumerDiscretionary 46.21 Yes
10.69 10-10 FTQGX FocusedStock 25.95 Yes
10.17 11-01 FSHCX SHealthCareServices 96.02 Yes
10.10 12-04 FNCMX NasdaqCompositeIndex 102.00 Yes
9.65 13-01 FSDCX SCommunicationsEquipment 38.71 Yes
9.54 14-06 FSSPX SmallCapIndex – IC 22.26 Yes
9.21 15-03 FSUIX LargeCapGrowthIndex – Inv 14.70 Yes
9.20 16-09 FCNTX Contrafund 135.24 Yes
9.18 17-03 FDSVX Growth Discovery 36.76 Yes
9.07 18-01 FBMPX SMultimedia 77.85 Yes
8.88 19-03 FTRNX Trend 108.55 Yes
8.86 20-01 FSPHX SHealthCare 249.47 Yes

IRA#1 is currently invested in:
100% – CashReserves(FDRXX)(18Jun18) from SEnergy(FSENX)(23Apr18)
Apr18 1m+1% 3m-5% 6m-0% 12m+21% 24m+25% 36m+9% 60m+43% 120m+7%
Mar18 1m+0% 3m-1% 6m+6% 12m+21% 24m+53% 36m+7% 60m+64% 120m+11%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – CashReserves(FDRXX)(18Jun18) from SEnergy(FSENX)(13Apr18)
20% – SRetailing(FSRPX)(11Jun18) from CashReserves(FDRXX)(05Mar18)
20% – SITServices(FBSOX)(14May18) from CashReserves(FDRXX)(12Feb18)
20% – CashReserves(FDRXX)(02Apr18) from EmergingEuropeMiddleEastAfrica(FEMEX)(29Jan18)
20% – CashReserves(FDRXX)(26Mar18) from SRetailing(FSRPX)(16Jan18)
Apr18 1m+0% 3m-4% 6m-0% 12m+7% 24m+22% 36m+15% 60m+24% 120m+36%
Mar18 1m-0% 3m-1% 6m+2% 12m+7% 24m+26% 36m+14% 60m+23% 120m+38%
Average annual return since 1/82 11%