Author: Flynn

Not a good week. Last week only 2 out of the 100 funds I follow were a buy. This week not one fund is a buy. The market is up big, down big, and repeat. That is not the movement of an up trend market. We are at the end of this trend and the next trend maybe an up trend for non technology stocks, or a downtrend. The market may go up, continue flopping around, or go down. I sure do not know. Just make sure you are ready to sell if your investments drop too much. This week SSemiconductors is a sell and my corresponding ETF SMH was stopped out with a gain on Wednesday.

Weekly I get an email from StockCharts.com called Trend Check with Tusher Chande. His latest email indicates the current trend is still up in spite of some short term down trends. Also at StockCharts.com is a blog called DecisionPoint which reports some negative short term trends.

My S&P500 is in RSP (SPY EW) which has a price of 92.68, 50 day MA of 91.81, a 200 day MA of 87.74, and a 7% stop loss is 86.92. RSP has gone no where during the month of June

InestorsBusinessDaily TheBigPicture’s Market Pulse is “Uptrend Under Pressure” – not a time to invest.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 161.26, a sell price 160.59, a rank of 03, and is a hold. ( ETF – CQQQ – current stoploss 44.34 )
IRA#2
SSemiconductors has a price of 102.35, a sell price 103.81, a rank of 40, and is a Sell. ( ETF – SMH – Stopped out 6/28 28% gain)
SComputers has a price of 84.99, a sell price 84.05, a rank of of 41, and will be sold when there is another fund to buy. (ETF – PSI – stopped out 6/12 11% gain)
SLeasure has a price of 158.19, a sell price 156.63, a rank of 13, and is a hold. (ETF – IBUY – stoploss not allowed)
OTCPortfolio has a price of 102.89, a sell price 100.42, a rank of 07, and is a hold. (ETF – MTUM – stoploss 84.43)
00% Cash in IRA#01 and 80% Cash in IRA#2.

My portfolio changes this weekend:
IRA #1 – None
IRA #2 – sell SSemicondoctors

My 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 last 2 weeks).
This week:
12.68 01-02 FBIOX 213.04 SBiotechnology
11.50 02-10 FNORX 52.88 Nordic
11.02 03-23 FSPTX 161.26 STechnology
10.96 04-03 FSMEX 46.13 SMedicalEquipment&Systems
10.77 05-08 FHKCX 30.00 ChinaReqion
10.65 06-06 FSEAX 38.79 EmergingAsia
10.60 07-21 FOCPX 102.89 OTCPortfolio
9.56 08-13 FEMKX 27.74 EmergingMarkets
9.44 09-04 FPBFX 31.72 PacificBasin
9.31 10-07 FSCOX 17.50 InternationalSmallCapOpportunities
9.18 11-01 FSLBX 74.16 SBrokerageandInvestmentManagement
8.95 12-01 FISMX 27.50 InternationalSmallCap
8.71 13-14 FDLSX 158.19 SLeisure
8.69 14-10 FIEUX 39.68 Europe
8.65 15-02 FSPHX 224.33 SHealthCare
8.47 16-01 FOSFX 46.96 Overseas
8.44 17-09 FIGFX 12.73 InternationalGrowth
8.44 18-10 FDSVX 30.57 Growth Discovery
8.23 19-01 FSAIX 79.05 SAirTransportation
8.16 20-01 FIGRX 43.08 InternationalDiscovery
Last week:
16.55 01-01 FBIOX 218.88 SBiotechnology
15.41 02-22 FSPTX 166.66 STechnology
14.27 03-20 FOCPX 105.71 OTCPortfolio
12.54 04-02 FSMEX 46.52 SMedicalEquipment&Systems Yes
12.30 05-07 FHKCX 30.24 ChinaReqion
12.08 06-15 FSEAX 39.07 EmergingAsia
11.76 07-09 FNORX 52.68 Nordic
11.42 08-01 FSCSX 153.67 SSoftware&ITServices
11.39 09-12 FEMKX 28.06 EmergingMarkets
11.22 10-13 FDLSX 161.10 SLeisure
10.84 11-01 FBGRX 82.16 BlueChipGrowth
10.75 12-03 FPBFX 31.94 PacificBasin
10.74 13-09 FDSVX 31.08 Growth Discovery
10.55 14-01 FPHAX 19.55 SPharmaceuticals
10.47 15-06 FSCOX 17.60 InternationalSmallCapOpportunities
10.46 16-01 FSPHX 227.03 SHealthCare Yes
10.24 17-08 FSELX 105.53 SSemiconductors
9.79 18-09 FIEUX 39.90 Europe
9.70 19-01 FCNTX 115.99 Contrafund
9.69 20-08 FIGFX 12.82 InternationalGrowth

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Apr17 1m+0% 3m-3% 6m+4% 12m+3% 24m-10% 36m+13% 60m+51% 120m+4%
May17 1m+5% 3m-5% 6m+8% 12m+12% 24m-6% 36m+18% 60m+75% 120m-6%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – CashResrves(FDRXX)(03Jul17) from SSemiconductors(FSELX)
20% – OTCPortfolio(FOCPX)(15May17) from CashReserves(FDRXX)
20% – SLeasure(FDLSX)(08May17) from CashReserves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
20% – SComputers(FDCPX)(13Feb17) from SNaturalGas(FSNGX)
Apr17 1m-1% 3m+3% 6m+9% 12m+13% 24m+7% 36m+13% 60m+15% 120m+20%
May17 1m+4% 3m+2% 6m10% 12m+18% 24m+7% 36m+15% 60m+27% 120m+23%
Average annual return since 1/82 11%

So this was a good week after a couple of not so good weeks. I am ready to buy something except for the last check I use. The sum of all the deviations of all the funds I follow is not up for last two weeks.

There are two funds I would buy if I was buying: SMedicalEquipment&Systems and SHealthCare. These are the only two funds of the 100 I follow which are a buy. My guess is the companies and investors in those funds are confident the new health care bill passing or not will make them money, perhaps the know some inside information. Or perhaps they know the lobbyists have purchased enough representatives. I wrote one of my senators this week. I pointed out that in the 6+ years he has been in office the national debt has gone up 46% which I identified as one of his failures.

In January 2000, AOL (the tech giant at that time) decided to buy Time Warner. AOL’s goal use technology to make Time Warner a more profitable business. Within a year after that merger, the market croaked. This last week Amazon purchased Whole Foods. Maybe trying to use online purchased to make Whole Foods a more profitable business. Not that the two mergers and the market decline have anything in common, but…

My S&P500 is in RSP (SPY EW) which has a price of 92.68, 50 day MA of 91.53, a 200 day MA of 87.46, and a 7% stop loss is 86.92

InestorsBusinessDaily TheBigPicture’s Market Pulse is “Confirmed Uptrend” – time to invest.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 166.66, a sell price 160.59, a rank of 02, and is a hold. ( ETF – CQQQ – current stoploss 44.23) 
IRA#2
SSemiconductors has a price of 105.53, a sell price 103.81, a rank of 17, and is a hold. ( ETF – SMH – current stoploss 82.83)
SComputers has a price of 86.21, a sell price 84.05, a rank of of 33, and will be sold when there is another fund to buy. (ETF – PSI – sold)
SLeasure has a price of 161.10, a sell price 156.63, a rank of 10, and is a hold. (ETF – IBUY – stoploss not allowed)
OTCPortfolio has a price of 102.74, a sell price 100.42, a rank of 03, and is a hold. (ETF – MTUM – stoploss 84.43)
00% Cash in IRA#01 and IRA#2.
PSI was sold when the stoploss price was hit. I ended up with a gain of 11% and the current price is lower than my sell price, so for now it looks like it was a good idea to sell.

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

My portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 100% invested

The top 20 (out of 100+ I follow) Fidelity funds (percent deviation, rank & weeks on top 20 list, fund symbol, fund price, fund name, and %dev increasing last 2 weeks).
This week:
16.55 01-01 FBIOX 218.88 SBiotechnology
15.41 02-22 FSPTX 166.66 STechnology
14.27 03-20 FOCPX 105.71 OTCPortfolio
12.54 04-02 FSMEX 46.52 SMedicalEquipment&Systems Yes
12.30 05-07 FHKCX 30.24 ChinaReqion
12.08 06-15 FSEAX 39.07 EmergingAsia
11.76 07-09 FNORX 52.68 Nordic
11.42 08-01 FSCSX 153.67 SSoftware&ITServices
11.39 09-12 FEMKX 28.06 EmergingMarkets
11.22 10-13 FDLSX 161.10 SLeisure
10.84 11-01 FBGRX 82.16 BlueChipGrowth
10.75 12-03 FPBFX 31.94 PacificBasin
10.74 13-09 FDSVX 31.08 Growth Discovery
10.55 14-01 FPHAX 19.55 SPharmaceuticals
10.47 15-06 FSCOX 17.60 InternationalSmallCapOpportunities
10.46 16-01 FSPHX 227.03 SHealthCare Yes
10.24 17-08 FSELX 105.53 SSemiconductors
9.79 18-09 FIEUX 39.90 Europe
9.70 19-01 FCNTX 115.99 Contrafund
9.69 20-08 FIGFX 12.82 InternationalGrowth
Last week:
13.23 01-21 FSPTX 162.18 STechnology
12.18 02-08 FNORX 52.55 Nordic
11.90 03-19 FOCPX 102.74 OTCPortfolio
11.67 04-12 FDLSX 160.80 SLeisure
11.08 05-05 FSCOX 17.60 InternationalSmallCapOpportunities
10.83 06-01 FSMEX 45.51 SMedicalEquipment&Systems
10.78 07-14 FSEAX 38.37 EmergingAsia
10.58 08-11 FEMKX 27.69 EmergingMarkets
10.06 09-08 FIEUX 39.79 Europe
10.05 10-02 FPBFX 31.56 PacificBasin
10.00 11-06 FHKCX 29.43 ChinaReqion
10.00 12-07 FIGFX 12.79 InternationalGrowth
9.89 13-01 FSLEX 24.89 SEnvironmental&AltEnergy
9.85 14-08 FOSFX 47.12 Overseas
9.72 15-01 FIVFX 19.49 InternationalCapApp
9.69 16-07 FSELX 104.43 SSemiconductors
9.65 17-01 FISMX 27.41 InternationalSmallCap
9.47 18-08 FDSVX 30.55 Growth Discovery
9.34 19-01 FIGRX 43.16 InternationalDiscovery
9.25 20-01 FSLBX 73.54 SBrokerageandInvestmentManagement Yes

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Apr17 1m+0% 3m-3% 6m+4% 12m+3% 24m-10% 36m+13% 60m+51% 120m+4%
May17 1m+5% 3m-5% 6m+8% 12m+12% 24m-6% 36m+18% 60m+75% 120m-6%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – OTCPortfolio(FOCPX)(15May17) from CashReserves(FDRXX)
20% – SLeasure(FDLSX)(08May17) from CashReserves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
20% – SComputers(FDCPX)(13Feb17) from SNaturalGas(FSNGX)
20% – SSemiconductors(FSELX)(08Aug16) from CashReserves(FDRXX)
Apr17 1m-1% 3m+3% 6m+9% 12m+13% 24m+7% 36m+13% 60m+15% 120m+20%
May17 1m+4% 3m+2% 6m10% 12m+18% 24m+7% 36m+15% 60m+27% 120m+23%
Average annual return since 1/82 11%

Not a good week, sort of a not so bad week. I am surprised that none of the funds showed a requirement to sell. SComputers closed the week $0.01 over its sell price. Ever fund I own showed a price decline for the last week. Two of the ETFs I own were automatically sold when the price dipped intraday on Monday.

Returns for May IRA#1 5%, IRA#2 4%, QQQ 4%, SPY/RSP 1%, DWTR 0%.
For the last 3 months, IRA#1 -2%, IRA#2 2%, QQQ 9%, SPY/RSP 1%, DWTR -5%
For the last 6 months, IRA#1 8%, IRA#2 10%, QQQ 20%, SPY/RSP 7%, DWTR -3%
For the last 12 months, IRA#1 16%, IRA#2 18%, QQQ 23%, SPY/RSP 9%, DWTR -6%
May portfolio changes:
IRA#1 – Purchased FSPTX on 05/01 – Invested 100% in FSPTX
IRA#2 – Purchased FSPTX on 05/01, FDLSX on 05/08 – Invested 20% in FSELX, FDCPX, FSPTX, FSLSX, and in cash
QQQ – None – Invested 100% in QQQ
SPY/RSP – None – Invested 100% in RSP
DWTR – None – Invested 100% in cash

My S&P500 is in RSP (SPY EW) which has a price of 92.88, 50 day MA of 91.28, a 200 day MA of 87.22, and a 7% stop loss is 86.71

InestorsBusinessDaily TheBigPicture’s Market Pulse is “Uptrend under pressure” – NOT a time to invest.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 162.18, a sell price 160.59, a rank of 01, and is a hold. ( ETF – CQQQ – current stoploss 43.96 )
IRA#2
SSemiconductors has a price of 104.43, a sell price 103.81, a rank of 16, and is a hold. ( ETF – SMH – current stoploss 82.83)
SComputers has a price of 84.06, a sell price 84.05, a rank of of 54, and will be sold when there is another fund to buy. (ETF – PSI – sold)
SLeasure has a price of 160.80, a sell price 156.63, a rank of 04, and is a hold. (ETF – IBUY – stoploss not allowed)
OTCPortfolio has a price of 102.74, a sell price 99.67, a rank of 03, and is a hold. (ETF – MTUM – stoploss 84.05)
00% Cash in IRA#01 and IRA#2.
PSI was sold when the stoploss price was hit. I ended up with a gain of 11% and the current price is lower than my sell price, so for now it looks like it was a good idea to sell.

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

My portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 100% invested

The top 20 (out of 100+ I follow) Fidelity funds (percent deviation, rank & weeks on top 20 list, fund symbol,
fund price, fund name, and %dev increasing last 2 weeks).
This week:
13.23 01-21 FSPTX 162.18 STechnology
12.18 02-08 FNORX 52.55 Nordic
11.90 03-19 FOCPX 102.74 OTCPortfolio
11.67 04-12 FDLSX 160.80 SLeisure
11.08 05-05 FSCOX 17.60 InternationalSmallCapOpportunities
10.83 06-01 FSMEX 45.51 SMedicalEquipment&Systems
10.78 07-14 FSEAX 38.37 EmergingAsia
10.58 08-11 FEMKX 27.69 EmergingMarkets
10.06 09-08 FIEUX 39.79 Europe
10.05 10-02 FPBFX 31.56 PacificBasin
10.00 11-06 FHKCX 29.43 ChinaReqion
10.00 12-07 FIGFX 12.79 InternationalGrowth
9.89 13-01 FSLEX 24.89 SEnvironmental&AltEnergy
9.85 14-08 FOSFX 47.12 Overseas
9.72 15-01 FIVFX 19.49 InternationalCapApp
9.69 16-07 FSELX 104.43 SSemiconductors
9.65 17-01 FISMX 27.41 InternationalSmallCap
9.47 18-08 FDSVX 30.55 Growth Discovery
9.34 19-01 FIGRX 43.16 InternationalDiscovery
9.25 20-01 FSLBX 73.54 SBrokerageandInvestmentManagement Yes
Last week:
18.84 01-20 FSPTX 169.04 STechnology Yes
15.36 02-06 FSELX 109.27 SSemiconductors Yes
14.99 03-18 FOCPX 104.92 OTCPortfolio Yes
13.47 04-11 FDLSX 162.38 SLeisure
13.44 05-05 FHKCX 30.19 ChinaReqion
12.89 06-13 FSEAX 38.88 EmergingAsia Yes
12.73 07-08 FSCSX 153.79 SSoftware&ITServices
12.62 08-11 FBGRX 82.61 BlueChipGrowth
12.53 09-10 FEMKX 28.02 EmergingMarkets Yes
12.31 10-04 FSCOX 17.69 InternationalSmallCapOpportunities
12.13 11-07 FNORX 52.19 Nordic
11.65 12-01 FPBFX 31.85 PacificBasin Yes
11.63 13-07 FDSVX 31.00 Growth Discovery
11.41 14-03 FCNTX 116.65 Contrafund
11.03 15-01 FNCMX 83.31 NasdaqCompositeIndex
10.93 16-06 FIGFX 12.83 InternationalGrowth
10.84 17-21 FDCPX 87.48 SComputers
10.71 18-01 FSDIX 16.36 StrategicDividend&Income Yes
10.71 19-07 FOSFX 47.24 Overseas
10.62 20-07 FIEUX 39.78 Europe

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Apr17 1m+0% 3m-3% 6m+4% 12m+3% 24m-10% 36m+13% 60m+51% 120m+4%
May17 1m+5% 3m-5% 6m+8% 12m+12% 24m-6% 36m+18% 60m+75% 120m-6%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – OTCPortfolio(FOCPX)(15May17) from CashReserves(FDRXX)
20% – SLeasure(FDLSX)(08May17) from CashReserves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
20% – SComputers(FDCPX)(13Feb17) from SNaturalGas(FSNGX)
20% – SSemiconductors(FSELX)(08Aug16) from CashReserves(FDRXX)
Apr17 1m-1% 3m+3% 6m+9% 12m+13% 24m+7% 36m+13% 60m+15% 120m+20%
May17 1m+4% 3m+2% 6m10% 12m+18% 24m+7% 36m+15% 60m+27% 120m+23%
Average annual return since 1/82 11%

It was an interesting week, generally up, except while the DJIA was up on Friday, the NASDAQ took a hit. Since most of my investments are more correlated to the NASDAQ most were down on Friday. Nothing passed a sell price, but remember, most summers are poor markets – “sell in May and go away.”

My S&P500 is in RSP (SPY EW) which has a price of 92.88, 50 day MA of 91.32, a 200 day MA of 87.28, and a 7% stop loss is 86.50. Over the last 3 months SPY, the capitalization weighted S&P500 index ETF, has done about 30% better than RSP, the equal weighted index S&P500 index ETF, which indicates the big market leaders are holding the index up, while the smaller stock are not doing as well. It was reported this week that three of the stocks in the Dow Jones Industrial Average are producing half the gain that 30 stock index has had this year. It is not a good sign when the average stock is not doing as well as the higher capitalization stocks.

InestorsBusinessDaily TheBigPicture’s Market Pulse is “Uptrend under pressure” – NOT a time to invest. Computer chip makers took some of the biggest hits Friday, but IBD goes on to point out it happened before on 01Dec, 21Mar, and 28Apr and each time the group resumed its rise.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 169.04, a sell price 160.59, a rank of 01, and is a hold. ( ETF – CQQQ – current stoploss 43.96 )
IRA#2
SSemiconductors has a price of 109.27, a sell price 103.81, a rank of 02, and is a hold. ( ETF – SMH – current stoploss 82.83)
SComputers has a price of 87.48, a sell price 84.05, a rank of of 17, and is a hold (ETF – PSI – current stoploss 44.24)
SLeasure has a price of 162.38, a sell price 156.63, a rank of 04, and is a hold. (ETF – IBUY – stoploss not allowed)
OTCPortfolio has a price of 104.92, a sell price 99.67, a rank of 03, and is a hold. (ETF – MTUM – stoploss 84.05)
00% Cash in IRA#01 and IRA#2.

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

My portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 100% invested

The top 20 (out of 100+ I follow) Fidelity funds (percent deviation, rank & weeks on top 20 list, fund symbol, fund price, fund name, and %dev increasing last 2 weeks).
This week:
18.84 01-20 FSPTX 169.04 STechnology Yes
15.36 02-06 FSELX 109.27 SSemiconductors Yes
14.99 03-18 FOCPX 104.92 OTCPortfolio Yes
13.47 04-11 FDLSX 162.38 SLeisure
13.44 05-05 FHKCX 30.19 ChinaReqion
12.89 06-13 FSEAX 38.88 EmergingAsia Yes
12.73 07-08 FSCSX 153.79 SSoftware&ITServices
12.62 08-11 FBGRX 82.61 BlueChipGrowth
12.53 09-10 FEMKX 28.02 EmergingMarkets Yes
12.31 10-04 FSCOX 17.69 InternationalSmallCapOpportunities
12.13 11-07 FNORX 52.19 Nordic
11.65 12-01 FPBFX 31.85 PacificBasin Yes
11.63 13-07 FDSVX 31.00 Growth Discovery
11.41 14-03 FCNTX 116.65 Contrafund
11.03 15-01 FNCMX 83.31 NasdaqCompositeIndex
10.93 16-06 FIGFX 12.83 InternationalGrowth
10.84 17-21 FDCPX 87.48 SComputers
10.71 18-01 FSDIX 16.36 StrategicDividend&Income Yes
10.71 19-07 FOSFX 47.24 Overseas
10.62 20-07 FIEUX 39.78 Europe
Last week:
18.39 01-19 FSPTX 166.72 STechnology Yes
16.03 02-10 FDLSX 164.87 SLeisure Yes
15.01 03-06 FNORX 53.19 Nordic Yes
14.85 04-17 FOCPX 103.97 OTCPortfolio Yes
14.68 05-05 FSELX 107.75 SSemiconductors Yes
13.32 06-07 FSCSX 153.56 SSoftware&ITServices Yes
13.25 07-06 FIEUX 40.50 Europe Yes
13.17 08-03 FSCOX 17.71 InternationalSmallCapOpportunities Yes
12.74 09-20 FDCPX 88.47 SComputers Yes
12.72 10-10 FBGRX 82.13 BlueChipGrowth Yes
12.58 11-06 FDSVX 31.07 Growth Discovery Yes
12.37 12-06 FOSFX 47.68 Overseas Yes
12.26 13-05 FIGFX 12.91 InternationalGrowth Yes
12.11 14-12 FSEAX 38.35 EmergingAsia Yes
11.94 15-09 FEMKX 27.69 EmergingMarkets Yes
11.82 16-04 FHKCX 29.55 ChinaReqion
11.79 17-05 FWRLX 9.92 SWireless Yes
11.77 18-05 FIGRX 43.66 InternationalDiscovery Yes
11.69 19-02 FCNTX 116.24 Contrafund Yes
11.46 20-03 FIVFX 19.59 InternationalCapApp Yes

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Mar17 1m-4% 3m-3% 6m-4% 12m+27% 24m-11% 36m+13% 60m+41% 120m+3%
Apr17 1m+0% 3m-3% 6m+4% 12m+3% 24m-10% 36m+13% 60m+51% 120m+4%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – OTCPortfolio(FOCPX)(15May17) from CashReserves(FDRXX)
20% – SLeasure(FDLSX)(08May17) from CashReserves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
20% – SComputers(FDCPX)(13Feb17) from SNaturalGas(FSNGX)
20% – SSemiconductors(FSELX)(08Aug16) from CashReserves(FDRXX)
Mar17 1m-1% 3m+4% 6m+4% 12m+18% 24m+7% 36m+13% 60m+12% 120m+29%
Apr17 1m-1% 3m+3% 6m+9% 12m+13% 24m+7% 36m+13% 60m+15% 120m+20%
Average annual return since 1/82 11%

I am excessively late in producing this report. I had to go up to Orlando to help Mickey run the World. It is the rainy season in Orlando and the heavy rains started both Friday and Saturday nights about 7PM.

Driving home Sunday I listened to the 06/01 MacroVoices podcast. Their feeling is that the market will go much higher, which makes no logical sense since the market is very over valued. However, this is what a late stage bull market looks like – a lot of hysteria. This is the beginning of a blow off top. One of the other items I learned was that the oil the US produces cannot be refined in the US because it is extremely light crude oil and none of US refineries can refine it. It has to be mixed with heavy crude oil from somewhere before it can be refined. The guest points out that we are in an oil glut for a couple of years and since we are discovering less and less new oil each year, when the glut ends, the price of oil will significantly increase and negatively impact all world economies.

If you have not registered (free) with MacroVoices.com you should. Their weekly report is fantastic and you do not even have to listen to their podcast.

My S&P500 is in RSP (SPY EW) which has a price of 93.01, 50 day MA of 91.06, a 200 day MA of 87.05, and a 7% stop loss is 86.50. This is not an investment to buy and hold but then there are no investments to buy and hold. The general rule of thumb is: consider selling when an investment falls below its 50 week average and make sure you own nothing selling below both its 50 and 200 day moving average.

InestorsBusinessDaily TheBigPicture’s Market Pulse is “Confirmed Uptrend” – Time to invest. Except I am almost fully invested with little cash left to buy anything.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 166.72, a sell price 158.38, a rank of 01, and is a hold. ( ETF – CQQQ – current stoploss 43.11 )
IRA#2
SSemiconductors has a price of 107.75, a sell price 102.36, a rank of 05, and is a hold. ( ETF – SMH – current stoploss 80.74)
SComputers has a price of 88.47, a sell price 84.05, a rank of of 09, and is a hold (ETF – PSI – current stoploss 42.61)
SLeasure has a price of 164.87, a sell price 156.63, a rank of 02, and is a hold. (ETF – IBUY – stoploss not allowed)
OTCPortfolio has a price of 103.97, a sell price 98.77, a rank of 04, and is a hold. (ETF – MTUM – stoploss 83.63)
00% Cash in IRA#01 and IRA#2.

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

My portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 100% invested

The top 20 (out of 100+ I follow) Fidelity funds (percent deviation, rank & weeks on top 20 list, fund symbol, fund price, fund name, and %dev increasing last 2 weeks).
This week:
18.39 01-19 FSPTX 166.72 STechnology Yes
16.03 02-10 FDLSX 164.87 SLeisure Yes
15.01 03-06 FNORX 53.19 Nordic Yes
14.85 04-17 FOCPX 103.97 OTCPortfolio Yes
14.68 05-05 FSELX 107.75 SSemiconductors Yes
13.32 06-07 FSCSX 153.56 SSoftware&ITServices Yes
13.25 07-06 FIEUX 40.50 Europe Yes
13.17 08-03 FSCOX 17.71 InternationalSmallCapOpportunities Yes
12.74 09-20 FDCPX 88.47 SComputers Yes
12.72 10-10 FBGRX 82.13 BlueChipGrowth Yes
12.58 11-06 FDSVX 31.07 Growth Discovery Yes
12.37 12-06 FOSFX 47.68 Overseas Yes
12.26 13-05 FIGFX 12.91 InternationalGrowth Yes
12.11 14-12 FSEAX 38.35 EmergingAsia Yes
11.94 15-09 FEMKX 27.69 EmergingMarkets Yes
11.82 16-04 FHKCX 29.55 ChinaReqion
11.79 17-05 FWRLX 9.92 SWireless Yes
11.77 18-05 FIGRX 43.66 InternationalDiscovery Yes
11.69 19-02 FCNTX 116.24 Contrafund Yes
11.46 20-03 FIVFX 19.59 InternationalCapApp Yes
Last week:
17.64 01-18 FSPTX 164.06 STechnology
13.73 02-16 FOCPX 102.15 OTCPortfolio
13.69 03-04 FSELX 106.00 SSemiconductors Yes
13.52 04-09 FDLSX 159.95 SLeisure
12.85 05-05 FNORX 51.78 Nordic
12.75 06-06 FSCSX 151.71 SSoftware&ITServices
12.73 07-19 FDCPX 87.87 SComputers
12.68 08-03 FHKCX 29.59 ChinaReqion Yes
11.99 09-05 FIEUX 39.77 Europe Yes
11.96 10-09 FBGRX 81.03 BlueChipGrowth
11.90 11-05 FDSVX 30.68 Growth Discovery
11.86 12-11 FSEAX 38.02 EmergingAsia
11.64 13-05 FOSFX 47.06 Overseas Yes
11.59 14-08 FEMKX 27.43 EmergingMarkets
11.51 15-02 FSCOX 17.33 InternationalSmallCapOpportunities Yes
11.07 16-04 FIGFX 12.69 InternationalGrowth Yes
11.07 17-01 FCNTX 114.88 Contrafund
11.01 18-04 FWRLX 9.79 SWireless
10.82 19-04 FIGRX 43.02 InternationalDiscovery Yes
10.25 20-02 FIVFX 19.26 InternationalCapApp Yes

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Mar17 1m-4% 3m-3% 6m-4% 12m+27% 24m-11% 36m+13% 60m+41% 120m+3%
Apr17 1m+0% 3m-3% 6m+4% 12m+3% 24m-10% 36m+13% 60m+51% 120m+4%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – OTCPortfolio(FOCPX)(15May17) from CashReserves(FDRXX)
20% – SLeasure(FDLSX)(08May17) from CashReserves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
20% – SComputers(FDCPX)(13Feb17) from SNaturalGas(FSNGX)
20% – SSemiconductors(FSELX)(08Aug16) from CashReserves(FDRXX)
Mar17 1m-1% 3m+4% 6m+4% 12m+18% 24m+7% 36m+13% 60m+12% 120m+29%
Apr17 1m-1% 3m+3% 6m+9% 12m+13% 24m+7% 36m+13% 60m+15% 120m+20%
Average annual return since 1/82 11%

A good week. The market is setting new highs after the big drop on 17 May. There were 66 new annual highs on the Nasdaq and 35 new lows on Friday. Not everything is going up but the ratio looks good.

Last week I indicated QQQ had been my best investment for the last 12 months. ETFSCREEN.COM provides performance statistics on almost all ETFs. As of today they report QQQ has been up 30% over the last 12 months. However if you had invested in QLD which leverages the QQQ to produce double the return of QQQ and QLD was up 65%. With even more risk, TQQQ – triple QQQ leveraged return – was up 107%. A new ETF UP has been approved by the SEC, but is being held up the those who offer the TQQQ who fear a loss of business, this UP ETF would be four times the leverage of the QQQ and along with it would ETF DOWN – leveraged four times QQQ short. Even now there is a short QQQ called PSQ – 1 year -25%, Short QLD called QID – 1 year -43% and short TQQQ called SQQQ down 58%. http://www.reuters.com/article/us-sec-etfs-idUSKBN17Z009

My S&P500 is in RSP (SPY EW) which has a price of 92.01, 50 day MA of 90.89, a 200 day MA of 86.87, and a 7% stop loss is 85.81. This is not an investment to buy and hold but then there are no investments to buy and hold. The general rule of thumb is: consider selling when an investment falls below its 50 week average and make sure you own nothing selling below both its 50 and 200 day moving average.

InestorsBusinessDaily TheBigPicture’s Market Pulse is “Confirmed Uptrend” – Time to invest. Except I am almost fully invested with little cash left to buy anything.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 164.06, a sell price 155.86, a rank of 01, and is a bold. ( ETF – CQQQ – current stoploss 43.11 )
IRA#2
SSemiconductors has a price of 106.00, a sell price 100.70, a rank of 03, and is a hold. ( ETF – SMH – current stoploss 79.50)
SComputers has a price of 87.87, a sell price 83.54, a rank of of 07, and is a hold (ETF – PSI – current stoploss 41.90)
SLeasure has a price of 159.95, a sell price 151.95, a rank of 04, and is a hold. (ETF – IBUY – stoploss not allowed)
OTCPortfolio has a price of 102.15, a sell price 97.04, a rank of 02, and is a hold. (ETF – MTUM – stoploss 82.37)
00% Cash in IRA#01 and IRA#2.

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

My portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 100% invested

The top 20 (out of 100+ I follow) Fidelity funds (percent deviation, rank & weeks on top 20 list, fund symbol, fund price, fund name, and %dev increasing last 2 weeks).
This week:
17.64 01-18 FSPTX 164.06 STechnology
13.73 02-16 FOCPX 102.15 OTCPortfolio
13.69 03-04 FSELX 106.00 SSemiconductors Yes
13.52 04-09 FDLSX 159.95 SLeisure
12.85 05-05 FNORX 51.78 Nordic
12.75 06-06 FSCSX 151.71 SSoftware&ITServices
12.73 07-19 FDCPX 87.87 SComputers
12.68 08-03 FHKCX 29.59 ChinaReqion Yes
11.99 09-05 FIEUX 39.77 Europe Yes
11.96 10-09 FBGRX 81.03 BlueChipGrowth
11.90 11-05 FDSVX 30.68 Growth Discovery
11.86 12-11 FSEAX 38.02 EmergingAsia
11.64 13-05 FOSFX 47.06 Overseas Yes
11.59 14-08 FEMKX 27.43 EmergingMarkets
11.51 15-02 FSCOX 17.33 InternationalSmallCapOpportunities Yes
11.07 16-04 FIGFX 12.69 InternationalGrowth Yes
11.07 17-01 FCNTX 114.88 Contrafund
11.01 18-04 FWRLX 9.79 SWireless
10.82 19-04 FIGRX 43.02 InternationalDiscovery Yes
10.25 20-02 FIVFX 19.26 InternationalCapApp Yes
Last week:
16.13 01-17 FSPTX 160.45 STechnology
12.41 02-15 FOCPX 100.23 OTCPortfolio
12.09 03-08 FDLSX 156.81 SLeisure
12.00 04-18 FDCPX 86.72 SComputers
11.97 05-04 FIEUX 39.51 Europe
11.82 06-02 FHKCX 29.17 ChinaReqion Yes
11.70 07-10 FSEAX 37.73 EmergingAsia
11.67 08-04 FNORX 50.89 Nordic
11.53 09-03 FSELX 103.23 SSemiconductors Yes
11.42 10-04 FOSFX 46.68 Overseas
11.01 11-07 FEMKX 27.12 EmergingMarkets
10.83 12-01 FSCOX 17.12 InternationalSmallCapOpportunities
10.81 13-03 FIGRX 42.77 InternationalDiscovery
10.76 14-08 FBGRX 79.66 BlueChipGrowth
10.75 15-03 FIGFX 12.58 InternationalGrowth
10.35 16-05 FSCSX 147.49 SSoftware&ITServices
10.29 17-03 FWRLX 9.67 SWireless
10.15 18-04 FDSVX 30.01 Growth Discovery
9.77 19-01 FISMX 26.85 InternationalSmallCap
9.58 20-01 FIVFX 19.04 InternationalCapApp

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Mar17 1m-4% 3m-3% 6m-4% 12m+27% 24m-11% 36m+13% 60m+41% 120m+3%
Apr17 1m+0% 3m-3% 6m+4% 12m+3% 24m-10% 36m+13% 60m+51% 120m+4%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – OTCPortfolio(FOCPX)(15May17) from CashReserves(FDRXX)
20% – SLeasure(FDLSX)(08May17) from CashReserves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
20% – SComputers(FDCPX)(13Feb17) from SNaturalGas(FSNGX)
20% – SSemiconductors(FSELX)(08Aug16) from CashReserves(FDRXX)
Mar17 1m-1% 3m+4% 6m+4% 12m+18% 24m+7% 36m+13% 60m+12% 120m+29%
Apr17 1m-1% 3m+3% 6m+9% 12m+13% 24m+7% 36m+13% 60m+15% 120m+20%
Average annual return since 1/82 11%

Not a good week. Not a really bad week. After the loss on Wednesday, I figured it was going to be down more on Thursday and Friday. It was not. Nothing I own fell below its sell line or stoploss.

Returns for April IRA#1 0%, IRA#2 -1%, QQQ 3%, SPY/RSP 1%, DWTR 0%
For the last 3 months, IRA#1 -3%, IRA#2 3%, QQQ 9%, SPY/RSP 4%, DWTR -4%
For the last 6 months, IRA#1 4%, IRA#2 9%, QQQ 16%, SPY/RSP 12%, DWTR -2%
For the last 12 months, IRA#1 3%, IRA#2 13%, QQQ 24%, SPY/RSP -5%, DWTR 6%
April portfolio changes:
IRA#1 – None, Invested 100% in cash
IRA#2 – Sold FBIOX on 04/11 – Invested 20% in FSELX, 20% in FDCPX 60% in cash
QQQ – None – Invested 100% in QQQ
SPY/RSP – None – Invested 100% in RSP
DWTR – None – Invested 100% in cash
A quick review of the numbers for the 1, 3, 6, & 12 months indicate QQQ is my best investment. QQQ is an ETF which owns the largest 100 stocks on the NASDAQ. The portfolio assets contains Apple 12%, Microsoft 8%, Amazon 7%, Facebook 5%, Alphabet 5%, etc. The portfolio is updated daily at www.invesco.com/portal/site/us/financial-professional/etfs/product-detail?productId=QQQ. An investment last July when the price of QQQ moved above the 50 day moving and the 200 day moving average would have gained 25% as of today. Fidelity has a similar fund, Nasdaq Composite index – FNCMX – would be up 22%. The 3% difference are the fees.

My S&P500 is in RSP (SPY EW) which has a price of 90.97, 50 day MA of 90.80, a 200 day MA of 86.64 and a 7% stop loss is 85.81. This is not an investment to buy and hold but then there are no investments to buy and hold. The general rule of thumb is: consider selling when an investment falls below its 50 week average and make sure you own nothing selling below both its 50 and 200 day moving average.

InestorsBusinessDaily TheBigPicture’s Market Pulse is “Uptrend under pressure” as of 17May. Not a time to invest.

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 160.45, a sell price 152.43, a rank of 01, and is a hold. ( ETF – CQQQ – current stoploss 42.78 )
00% Cash
IRA#2
SSemiconductors has a price of 103.23, a sell price 98.07, a rank of 09, and is a hold. ( ETF – SMH – current stoploss 78.84)
SComputers has a price of 86.72, a sell price 83.54, a rank of of 04, and is a hold (ETF – PSI- current stoploss 41.90)
SLeasure has a price of 156.81, a sell price 148.97, a rank of 03, and is a hold. (ETF – IBUY – stoploss not allowed)
OTCPortfolio has a price of 100.23, a sell price 95.22, a rank of 02, and is a hold. (ETF – MTUM – stoploss 80.77)
00% Cash

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

My portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 100% invested

The top 20 (out of 100+ I follow) Fidelity funds (percent deviation, rank & weeks on top 20 list, fund symbol, fund price, fund name, and %dev increasing last 2 weeks).
This week:
16.13 01-17 FSPTX 160.45 STechnology
12.41 02-15 FOCPX 100.23 OTCPortfolio
12.09 03-08 FDLSX 156.81 SLeisure
12.00 04-18 FDCPX 86.72 SComputers
11.97 05-04 FIEUX 39.51 Europe
11.82 06-02 FHKCX 29.17 ChinaReqion Yes
11.70 07-10 FSEAX 37.73 EmergingAsia
11.67 08-04 FNORX 50.89 Nordic
11.53 09-03 FSELX 103.23 SSemiconductors Yes
11.42 10-04 FOSFX 46.68 Overseas
11.01 11-07 FEMKX 27.12 EmergingMarkets
10.83 12-01 FSCOX 17.12 InternationalSmallCapOpportunities
10.81 13-03 FIGRX 42.77 InternationalDiscovery
10.76 14-08 FBGRX 79.66 BlueChipGrowth
10.75 15-03 FIGFX 12.58 InternationalGrowth
10.35 16-05 FSCSX 147.49 SSoftware&ITServices
10.29 17-03 FWRLX 9.67 SWireless
10.15 18-04 FDSVX 30.01 Growth Discovery
9.77 19-01 FISMX 26.85 InternationalSmallCap
9.58 20-01 FIVFX 19.04 InternationalCapApp
Last week:
17.12 01-16 FSPTX 160.45 STechnology Yes
14.30 02-17 FDCPX 87.94 SComputers Yes
13.99 03-01 FLATX 23.67 LatinAmerica
13.36 04-14 FOCPX 100.42 OTCPortfolio Yes
12.51 05-03 FNORX 50.96 Nordic
12.21 06-07 FDLSX 155.97 SLeisure
12.06 07-06 FEMKX 27.22 EmergingMarkets Yes
11.98 08-09 FSEAX 37.59 EmergingAsia Yes
11.95 09-07 FBGRX 80.06 BlueChipGrowth Yes
11.62 10-03 FIEUX 39.14 Europe
11.24 11-04 FSCSX 147.87 SSoftware&ITServices
11.10 12-02 FSELX 102.21 SSemiconductors Yes
11.09 13-01 FHKCX 28.80 ChinaReqion
10.77 14-03 FOSFX 46.13 Overseas
10.70 15-03 FDSVX 30.00 Growth Discovery
10.46 16-01 FEDDX 13.71 EmergingMarketsDiscovery Yes
10.32 17-02 FWRLX 9.62 SWireless
10.23 18-02 FIGFX 12.45 InternationalGrowth
10.14 19-02 FIGRX 42.27 InternationalDiscovery
10.11 20-02 FCNTX 112.67 Contrafund Yes

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Mar17 1m-4% 3m-3% 6m-4% 12m+27% 24m-11% 36m+13% 60m+41% 120m+3%
Apr17 1m+0% 3m-3% 6m+4% 12m+3% 24m-10% 36m+13% 60m+51% 120m+4%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – OTCPortfolio(FOCPX)(15May17) from CashReserves(FDRXX)
20% – SLeasure(FDLSX)(08May17) from CashReserves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
20% – SComputers(FDCPX)(13Feb17) from SNaturalGas(FSNGX)
20% – SSemiconductors(FSELX)(08Aug16) from CashReserves(FDRXX)
Mar17 1m-1% 3m+4% 6m+4% 12m+18% 24m+7% 36m+13% 60m+12% 120m+29%
Apr17 1m-1% 3m+3% 6m+9% 12m+13% 24m+7% 36m+13% 60m+15% 120m+20%
Average annual return since 1/82 11%

Last week I screwed up. I did not provide the correct weekly numbers. The investment I made was still a valid selection although Nordic was a slightly better choice. The “Last Week” numbers this week are the correct numbers for last week.

This week 25 Fidelity Funds has distributions. Not only were the distribution not listed, they were not included in the fund’s detailed information. I called Fidelity once when the distribution list was not correct. I called Fidelity a second time when the fund’s detailed information was not correct. They agreed there were problems and they would report it. I told them it was the third time this year I’ve called and last December, after the first week, the numbers were never correct.

The 29Apr podcast of Consuelo Mack’s show, Wealthtrack, featured two personal retirement specialists. They had some interesting ideas including a couple of “rules” which are no longer correct. 1. The percentage of stock should be 100 minus your age with the rest in bonds. 2. Expect to take 4% per year out of your retirement assets for living expenses.

Another podcast which is great is MacroVoices. It is generally quite deep but very complete, informative, and educational. On the May 4th podcast Steve Keen indicate the current market is as massive overvalued as it was in 1929 but not quite as much as it was in 1999 – the only times the market has been this much overvalued before. Professor Keen indicates the future of the US economy is will be like the Japanese economy after 1990 due to the way the economy is being run by DC. On 1/1/1990, the Nikkei 225 index was at ~39,000. Now 27 years later the index is back to ~20,000 – unadjusted for inflation. And the economy of Japan as had the same rough ride. We can all thank DC for providing us with this same future.

MacroVoices on 11Mar had an interview with Dr. Lacy Hunt. Basically he said the same thing Steve Keen said the previous week. He covered a lot of history on how countries got out of excessive debt and at no time was going into more debt successful. The MacroVoices Research Roundup email each week contains details of the podcast and a large amount of additional, interesting research.

My S&P500 is in RSP (SPY EW) which has a price of 91.14, 50 day MA of 90.77, a 200 day MA of 86.43 and a 7% stop loss is 85.81. This is not an investment to buy and hold but then there are no investments to buy and hold. The general rule of thumb is: consider selling when an investment falls below its 50 week average and make sure you own nothing selling below both its 50 and 200 day moving average. When it fell below it’s 50 average twice within the last 30 days, I considered selling, but it had not fallen below the 7% stop loss.

InestorsBusincssDaily TheBigPicture’s Market Pulse is “Uptrend Resumed” as of 24Apr. Time to invest so I am investing (and updating my sell prices).

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 160.45, a sell price 152.43, a rank of 01, and is a bold. ( ETF – CQQQ – current stoploss 42.14 )
00% Cash
IRA#2
SSemiconductors has a price of 102.21, a sell price 97.10, a rank of 12, and is a hold. ( ETF – SMH – current stoploss 77.05)
SComputers has a price of 87.94, a sell price 83.54, a rank of of 02, and is a hold (ETF – PSI- current stoploss 40.70)
SLeasure has a price of 155.97, a sell price 148.17, a rank of 06, and is a hold. (ETF – IBUY – stoploss not allowed)
OTCPortfolio has a price of 100.42, a sell price 65.40, a rank of 04, and is a Buy. (ETF – MTUM – stoploss TBD)
00% Cash
I called Fidelity to find out why I could not enter a stoploss for IBUY – they were not sure but thought that maybe it was not traded on a regular exchange.

My portfolio changes this weekend:
IRA #1 – None
IRA #2 – Invest 20% is OTCPortfolio

My portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 100% invested

The top 20 (out of 100+ I follow) Fidelity funds (percent deviation, rank & weeks on top 20 list, fund symbol, fund price, fund name, and %dev increasing last 2 weeks).
This week:
17.12 01-16 FSPTX 160.45 STechnology Yes
14.30 02-17 FDCPX 87.94 SComputers Yes
13.99 03-01 FLATX 23.67 LatinAmerica
13.36 04-14 FOCPX 100.42 OTCPortfolio Yes
12.51 05-03 FNORX 50.96 Nordic
12.21 06-07 FDLSX 155.97 SLeisure
12.06 07-06 FEMKX 27.22 EmergingMarkets Yes
11.98 08-09 FSEAX 37.59 EmergingAsia Yes
11.95 09-07 FBGRX 80.06 BlueChipGrowth Yes
11.62 10-03 FIEUX 39.14 Europe
11.24 11-04 FSCSX 147.87 SSoftware&ITServices
11.10 12-02 FSELX 102.21 SSemiconductors Yes
11.09 13-01 FHKCX 28.80 ChinaReqion
10.77 14-03 FOSFX 46.13 Overseas
10.70 15-03 FDSVX 30.00 Growth Discovery
10.46 16-01 FEDDX 13.71 EmergingMarketsDiscovery Yes
10.32 17-02 FWRLX 9.62 SWireless
10.23 18-02 FIGFX 12.45 InternationalGrowth
10.14 19-02 FIGRX 42.27 InternationalDiscovery
10.11 20-02 FCNTX 112.67 Contrafund Yes
Last week:
15.44 01-15 FSPTX 156.73 STechnology Yes
14.17 02-16 FDCPX 87.18 SComputers
13.06 03-02 FNORX 50.87 Nordic Yes
12.81 04-06 FDLSX 155.80 SLeisure Yes
12.16 05-02 FIEUX 39.09 Europe Yes
11.79 06-02 FOSFX 46.29 Overseas Yes
11.75 07-13 FOCPX 98.30 OTCPortfolio Yes
11.75 08-03 FSCSX 147.67 SSoftware&ITServices Yes
10.96 09-06 FBGRX 78.85 BlueChipGrowth Yes
10.78 10-02 FDSVX 29.85 Growth Discovery Yes
10.74 11-01 FIGFX 12.44 InternationalGrowth Yes
10.65 12-01 FIGRX 42.24 InternationalDiscovery Yes
10.63 13-05 FEMKX 26.70 EmergingMarkets Yes
10.53 14-08 FSEAX 36.87 EmergingAsia
10.53 15-01 FSELX 101.09 SSemiconductors Yes
10.34 16-01 FWRLX 9.57 SWireless
10.31 17-01 FSLEX 24.25 SEnvironmental&AltEnergy Yes
10.15 18-02 FSCOX 16.83 InternationalSmallCapOpportunities Yes
10.11 19-01 FCNTX 112.07 Contrafund Yes
10.04 20-07 FBIOX 200.22 SBiotechnology

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Feb17 1m+3% 3m10% 6m+3% 12m+36% 24m+0% 36m+15% 60m+59% 120m-4%
Mar17 1m-4% 3m-3% 6m-4% 12m+27% 24m-11% 36m+13% 60m+41% 120m+3%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – OTCPortfolio(FOCPX)(15May17) from CashReserves(FDRXX)
20% – SLeasure(FDLSX)(08May17) from CashReserves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
20% – SComputers(FDCPX)(13Feb17) from SNaturalGas(FSNGX)
20% – SSemiconductors(FSELX)(08Aug16) from CashReserves(FDRXX)
Feb17 1m+4% 3m+8% 6m+7% 12m21% 24m+10% 36m+10% 60m+18% 120m+31%
Mar17 1m-1% 3m+4% 6m+4% 12m+18% 24m+7% 36m+13% 60m+12% 120m+29%
Average annual return since 1/82 11%

This was a rather good week. On the latest Investor’s Edge radio show with Gary Kaltbaum he suggested that about 40% of all stocks were headed down but listed several stocks everyone should put on their watch list. You can listen to the show every evening at 6PM on biztalkradio.com, the biztalkradio app, and on radio 1010AM Tampa (and other places). Later you can hear the archives at garyk.com, the biztalkradio.com, the biztalkradio app, or on twitter (search for spoolander). Take notes on stocks to watch and sectors to avoid.

My S&P500 is in RSP (SPY EW) which has a price of 91.85, 50 day MA of 90.74, a 200 day MA of 86.31 and a 7% stop loss is 85.81. This is not an investment to buy and hold but then there are no investments to buy and hold. The general rule of thumb is consider selling when an investment falls below its 50 week average and make sure you own nothing selling below both its 50 and 200 day moving average. When it fell below it’s 50 average twice within the last 30 days, I considered selling, but it had not fallen below the 7% stop loss.

IestorsBusincssDaily TheBigPicture’s Market Pulse is “Uptrend Resumed” as of 24Apr. Time to invest so I am investing (and updating my sell prices).

My current investments:
IRA#1 and IRA#2 – STechnology has a price of 155.65, a sell price 147.87, a rank of 01, and is a bold. ( ETF – CQQQ – current stoploss 41.39 )
00% Cash
IRA#2
SSemiconductors has a price of 100.52, a sell price 95.96, a rank of 15, and is a hold. ( ETF – SMH – current stoploss 75.34)
SComputers has a price of 86.40, a sell price 82.08, a rank of of 02, and is a hold (ETF – PSI- current stoploss 40.31)
SLeasure has a price of 155.01, a sell price TBD, a rank of 03, and is a BUY. (ETF – IBUY – current stoploss TBD)
20% Cash
Only 19 out of the 106 funds I follow are not rated buy based on two week improving deviation. Thus most funds are a buy.

My portfolio changes this weekend:
IRA #1 – None
IRA #2 – Invest 20% is SLeasure

My 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 last 2 weeks).
This week:
14.69 01-15 FSPTX 155.65 STechnology Yes
13.21 02-16 FDCPX 86.40 SComputers
12.27 03-06 FDLSX 155.01 SLeisure Yes
12.01 04-02 FNORX 50.37 Nordic Yes
11.61 05-03 FSCSX 147.47 SSoftware&ITServices Yes
11.13 06-19 FBIOX 202.32 SBiotechnology
11.03 07-02 FIEUX 38.67 Europe Yes
10.98 08-13 FOCPX 97.58 OTCPortfolio Yes
10.90 09-02 FOSFX 45.90 Overseas Yes
10.73 10-08 FSEAX 36.94 EmergingAsia
10.24 11-06 FBGRX 78.31 BlueChipGrowth Yes
10.21 12-02 FDSVX 29.69 Growth Discovery Yes
10.06 13-01 FIGFX 12.36 InternationalGrowth Yes
10.00 14-05 FEMKX 26.54 EmergingMarkets Yes
9.94 15-01 FSELX 100.52 SSemiconductors Yes
9.70 16-01 FSLEX 24.11 SEnvironmental&AltEnergy Yes
9.68 17-01 FCNTX 111.61 Contrafund Yes
9.67 18-07 FHKCX 28.27 ChinaReqion Yes
9.60 19-02 FSCOX 16.74 InternationalSmallCapOpportunities Yes
9.48 20-03 FNCMX 79.94 NasdaqCompositeIndex Yes
Last week:
13.21 02-16 FDCPX 86.40 SComputers
12.27 03-06 FDLSX 155.01 SLeisure Yes
12.01 04-02 FNORX 50.37 Nordic Yes
11.61 05-03 FSCSX 147.47 SSoftware&ITServices Yes
11.13 06-19 FBIOX 202.32 SBiotechnology
11.03 07-02 FIEUX 38.67 Europe Yes
10.98 08-13 FOCPX 97.58 OTCPortfolio Yes
10.90 09-02 FOSFX 45.90 Overseas Yes
10.73 10-08 FSEAX 36.94 EmergingAsia
10.24 11-06 FBGRX 78.31 BlueChipGrowth Yes
10.21 12-02 FDSVX 29.69 Growth Discovery Yes
10.06 13-01 FIGFX 12.36 InternationalGrowth Yes
10.00 14-05 FEMKX 26.54 EmergingMarkets Yes
9.94 15-01 FSELX 100.52 SSemiconductors Yes
9.70 16-01 FSLEX 24.11 SEnvironmental&AltEnergy Yes
9.68 17-01 FCNTX 111.61 Contrafund Yes
9.67 18-07 FHKCX 28.27 ChinaReqion Yes
9.60 19-02 FSCOX 16.74 InternationalSmallCapOpportunities Yes
9.48 20-03 FNCMX 79.94 NasdaqCompositeIndex Yes

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Feb17 1m+3% 3m10% 6m+3% 12m+36% 24m+0% 36m+15% 60m+59% 120m-4%
Mar17 1m-4% 3m-3% 6m-4% 12m+27% 24m-11% 36m+13% 60m+41% 120m+3%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – SLeasure(FDLSX)(08May17) from CashReserves(FDRXX)
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
20% – CashReserves(FDRXX)(10Apr17) from SBiotechnology(FBIOX)
20% – SComputers(FDCPX)(13Feb17) from SNaturalGas(FSNGX)
20% – SSemiconductors(FSELX)(08Aug16) from CashReserves(FDRXX)
Feb17 1m+4% 3m+8% 6m+7% 12m21% 24m+10% 36m+10% 60m+18% 120m+31%
Mar17 1m-1% 3m+4% 6m+4% 12m+18% 24m+7% 36m+13% 60m+12% 120m+29%
Average annual return since 1/82 11%

Chuck Jaffe produces a daily podcast called MoneyLife. On his 4/20 podcast, Tom Lydon of ETFTrends.com featured GLDJ – VanEck Vectors Junior Gold Miners ETF – as his ETF of the week. Lydon is a long term investor, who uses the 200 day moving average to manage trades. Following him on the podcast was Jeff Bishop of TopStockPicks.com and RagingBull.com. Bishop uses leveraged ETFs to make very short them trades. He is triple short GDXJ by owning JDST. For GDXJ, JNUG is the triple long ETF (down 32% in the last month) and JDST is the triple short ETF (up 37% in the last month). Interesting different view of junior gold minor stocks based of your intended length of holding the investment.

My S&P500 is in RSP (SPY EW) which has a price of 91.42, 50 day MA of 90.68, a 200 day MA of 85.99 and a 7% stop loss is 85.81. This is not an investment to buy and hold but then there are no investments to buy and hold. The general rule of thumb is consider selling when an investment falls below its 50 week average and make sure you own nothing selling below both its 50 and 200 day moving average.

IBD TBP’s Market Pulse is “Uptrend Resumed” as of 24Apr. Time to invest. I really think this is just a bounce in a market headed down after a Trump bump. Remember the first year on presidential terms is generally a bad year. However I do not argue with the numbers so I am going to buy.

My current investments:
IRA#1 – STechnology has a price of 154.36, a sell price TBD, a rank of 01, and is a Buy. ( ETF – CQQQ – current stoploss TBD )
00% Cash
IRA#2
SSemiconductors has a price of 99.54, a sell price 95.96, a rank of 22, and is a hold for now. ( ETF – SMH – current stoploss 75.34)
SComputers has a price of 85.65, a sell price 81.36, a rank of of 02, and is a hold (ETF – PSI- current stoploss 40.31)
40% Cash
Only 11 out of the 106 funds I follow are not rated buy based on two week improving deviation.

My portfolio changes this weekend:
IRA #1 – Invest 100% in STechnology
IRA #2 – Invest 20% is STechnology

My 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:
14.63 01-14 FSPTX 154.36 STechnology Yes
13.01 02-15 FDCPX 85.65 SComputers
12.63 03-18 FBIOX 203.85 SBiotechnology
11.46 04-05 FDLSX 152.90 SLeisure Yes
11.24 05-02 FSCSX 146.08 SSoftware&ITServices Yes
11.21 06-12 FOCPX 97.22 OTCPortfolio Yes
10.98 07-01 FNORX 49.59 Nordic Yes
10.62 08-06 FHKCX 28.37 ChinaReqion Yes
10.39 09-07 FSEAX 36.62 EmergingAsia
10.12 10-05 FBGRX 77.80 BlueChipGrowth Yes
10.04 11-04 FEMKX 26.41 EmergingMarkets Yes
9.95 12-01 FDSVX 29.46 Growth Discovery Yes
9.65 13-01 FOSFX 45.12 Overseas Yes
9.61 14-06 FLATX 22.48 LatinAmerica Yes
9.50 15-02 FNCMX 79.56 NasdaqCompositeIndex Yes
9.43 16-01 FSCOX 16.63 InternationalSmallCapOpportunities Yes
9.28 17-01 FIEUX 37.84 Europe Yes
9.18 18-15 FSCHX 158.54 SChemicals Yes
9.15 19-01 FSMEX 43.30 SMedicalEquipment&Systems Yes
9.06 20-01 FISMX 26.27 InternationalSmallCap Yes
Last week:
11.73 01-13 FSPTX 149.29 STechnology
10.59 02-14 FDCPX 83.24 SComputers
9.87 03-06 FHKCX 28.02 ChinaReqion
9.85 04-04 FDLSX 149.79 SLeisure
9.04 05-11 FOCPX 94.76 OTCPortfolio
8.96 06-17 FBIOX 195.90 SBiotechnology
8.88 07-06 FSEAX 35.92 EmergingAsia
8.87 08-42 FSELX 99.02 SSemiconductors
8.76 09-05 FSAGX 21.38 SGold
8.12 10-01 FSCSX 141.15 SSoftware&ITServices
8.07 11-03 FEMKX 25.80 EmergingMarkets
7.92 12-14 FSCHX 155.95 SChemicals
7.66 13-05 FLATX 21.97 LatinAmerica
7.65 14-04 FBGRX 75.65 BlueChipGrowth
7.57 15-01 FDSVX 28.67 Growth Discovery
7.54 16-01- FSDAX 137.01 SDefense&Aerospace
7.54 17-01 FNCMX 77.74 NasdaqCompositeIndex
7.47 18-09 FWRLX 9.27 SWireless
7.47 19-05 FEDDX 13.20 EmergingMarketsDiscovery
7.30 20-01 FCPGX 22.40 SmallCapGrowth

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
Feb17 1m+3% 3m10% 6m+3% 12m+36% 24m+0% 36m+15% 60m+59% 120m-4%
Mar17 1m-4% 3m-3% 6m-4% 12m+27% 24m-11% 36m+13% 60m+41% 120m+3%
Average annual return since 1/82 11%
IRA#2 is currently invested in:
20% – STechnology(FSPTX)(01May17) from CashReserves(FDRXX)
20% – CashReserves(FDRXX)(10Apr17) from SBiotechnology(FBIOX)
20% – CashReserves(FDRXX)(27Mar17) from SBanking(FSRBX)(21Nov16)
20% – SComputers(FDCPX)(13Feb17) from SNaturalGas(FSNGX)
20% – SSemiconductors(FSELX)(08Aug16) from CashReserves(FDRXX)
Feb17 1m+4% 3m+8% 6m+7% 12m21% 24m+10% 36m+10% 60m+18% 120m+31%
Mar17 1m-1% 3m+4% 6m+4% 12m+18% 24m+7% 36m+13% 60m+12% 120m+29%
Average annual return since 1/82 11%