Author: Flynn

Not a good week, not a buy week. The sum of all the deviations has been -343, -319, and now -1345 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 00, 00, and now 00.

In reviewing some of the market indicators:
SPY (S&P500 ETF) is 16% below its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 12% below its 50 day moving average,
IWM (Russell 2000 ETF) is 25% below its 50 day moving average,
None are above their 200 day moving average.
The sum of the deviations is negative.
Not a time to buy – Sum of all deviations is not up 2 weeks in a row.

There are ETFs which go up as the market goes down.
SH is the inverse of SPY and is 16% above its 50 day average.
PSQ is the inverse of QQQ and is 10% above its 50 day average.
RWM is the inverse of IWM and is 28% above its 50 day average.

For the week The first time ever I’ve seen all deviations negative. Even SGold which was #1 last week is now #89. When you need to sell,you sell
every thing you can.

IRA#1
STechnology has a price of 18.33, a sell price 21.22, a rank of 06, and is a hold until 3/19/20. (ETF – FTXL, SOXX)

IRA#2
SSemiconductors has a price of 9.97, a sell price 12.51, a rank of 38, and is a hold until 3/19/20 (ETF – XLK, IETC )

IRA#1 STechnology and IRA#2 Semiconductors were purchased on 2/18 and cannot be sold before 3/19 without breaking the Fidelity rules against short
term trading.

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

My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 20% 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).
-1.73 01-03 FHKCX 36.21 ChinaRegion NO
-2.10 02-02 FSHCX 95.57 SHealthCareServices NO
-2.46 03-42 FSPTX 18.33 STechnology NO
-3.59 04-03 FSEAX 41.50 EmergingAsia NO
-4.01 05-02 FPHAX 20.61 SPharmaceuticals NO
-4.31 06-02 FNBGX 16.03 Long-Term Treasury Bond Index NO
-4.57 07-01 FUAMX 11.69 IntermediateTreasuryBondIndex NO
-5.23 08-39 FSCSX 18.21 SSoftware&ITServices NO
-5.50 09-11 FTRNX 96.93 Trend NO
-5.71 10-02 FFIDX 45.71 Fidelity NO
-6.14 11-02 FLGEX 19.33 LargeCapGrowthEnhancedIndex NO
-6.45 12-18 FOCPX 11.36 OTCPortfolio NO
-6.47 13-02 FSPHX 25.08 SHealthCare NO
-6.57 14-01 FDFFX 32.99 Independence NO
-6.63 15-01 FMAGX 9.21 Magellan NO
-6.88 16-01 FPURX 20.66 Puritian NO
-6.94 17-01 FTQGX 23.24 FocusedStock NO
-7.02 18-31 FWRLX 9.77 SWireless NO
-7.56 19-13 FNCMX 98.92 NasdaqCompositeIndex NO
-7.66 20-01 FBSOX 67.57 SITServices NO
Last Week
10.80 01-03 FSAGX 24.92 SGold NO
5.55 02-01 FPHAX 22.71 SPharmaceuticals NO
5.32 03-05 FBIOX 21.44 SBiotechnology NO
5.28 04-02 FHKCX 38.83 ChinaRegion NO
5.13 05-02 FSEAX 45.34 EmergingAsia NO
4.21 06-41 FSPTX 19.61 STechnology NO
3.40 07-01 FSHCX 101.05 SHealthCareServices NO
3.26 08-30 FWRLX 10.89 SWireless NO
2.80 09-01 FNBGX 17.26 Long-Term Treasury Bond Index NO
2.71 10-01 FSUTX 96.13 SUtilities NO
2.46 11-01 FSPHX 27.57 SHealthCare NO
2.45 12-17 FDCPX 79.79 SComputers NO
1.69 13-02 FRIFX 12.46 RealEstateIncome NO
1.31 14-38 FSCSX 19.52 SSoftware&ITServices NO
1.19 15-10 FTRNX 104.10 Trend NO
0.86 16-17 FOCPX 12.29 OTCPortfolio NO
0.84 17-01 FFIDX 49.03 Fidelity NO
0.57 18-37 FSELX 11.31 SSemiconductors NO
0.48 19-01 FLGEX 20.76 LargeCapGrowthEnhancedIndex NO
0.24 20-12 FNCMX 107.69 NasdaqCompositeIndex NO

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(18Feb20) from Cash(03Feb20)
Nov19 1m+6% 3m-0% 6m+23% 12m+2%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – SSemiconductors(FSELX)(18Feb20) from Cash(03Feb20)
20% – Cash(03Feb20) from SHealthCareServices(09Dec19)
20% – Cash(03Feb20) from SComputers(16Dec19)
20% – Cash(02Mar20) from STechnology(21Jan20)
20% – Cash(02Mar20) from SWireless(21Oct19)
Nov19 1m+1% 3m+1% 6m+8% 12m+3%
Average annual return since 1/82 na%

Not a good week, not a buy week. The sum of all the deviations has been 781, -343, and now -319 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 03, 00, and now 00.

In reviewing some of the market indicators:
SPY (S&P500 ETF) is 6% below its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 6% below its 50 day moving average,
IWM (Russell 2000 ETF) is 11% below its 50 day moving average,
QQQ is above its 200 day moving average.
The sum of the deviations is negative.
Not a time to buy – Sum of all deviations is not up 2 weeks in a row.

There are ETFs which go up as the market goes down.
SH is the inverse of SPY and is 8% above its 50 day average.
PSQ is the inverse of QQQ and is 5% above its 50 day average.
RWM is the inverse of IWM and is 12% above its 50 day average.

An unusual week. QQQ was up 5.2% on Monday, down 3.4% on Tuesday, up 4.2% on Wednesday, down 3.2% on Thursday, and down another 1.8% on Friday. Finally for the week QQQ was up 1.0%. The Federal Reserve Board dropped the interest rates to stimulate business and the Coronavirus is negatively impacting business. I am afraid the Coronoavirus may be the stronger influence for a while.

IRA#1
STechnology has a price of 19.61, a sell price 21.22, a rank of 06, and is a hold until 3/19/20. (ETF – FTXL, SOXX)

IRA#2
SSemiconductors has a price of 11.31, a sell price 12.51, a rank of 18, and is a hold until 3/19/20 (ETF – XLK, IETC )

IRA#1 STechnology and IRA#2 Semiconductors were purchased on 2/18 and cannot be sold before 3/19 without breaking the Fidelity rules against short term trading.

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

My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 20% 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).
10.80 01-03 FSAGX 24.92 SGold NO
5.55 02-01 FPHAX 22.71 SPharmaceuticals NO
5.32 03-05 FBIOX 21.44 SBiotechnology NO
5.28 04-02 FHKCX 38.83 ChinaRegion NO
5.13 05-02 FSEAX 45.34 EmergingAsia NO
4.21 06-41 FSPTX 19.61 STechnology NO
3.40 07-01 FSHCX 101.05 SHealthCareServices NO
3.26 08-30 FWRLX 10.89 SWireless NO
2.80 09-01 FNBGX 17.26 Long-Term Treasury Bond Index NO
2.71 10-01 FSUTX 96.13 SUtilities NO
2.46 11-01 FSPHX 27.57 SHealthCare NO
2.45 12-17 FDCPX 79.79 SComputers NO
1.69 13-02 FRIFX 12.46 RealEstateIncome NO
1.31 14-38 FSCSX 19.52 SSoftware&ITServices NO
1.19 15-10 FTRNX 104.10 Trend NO
0.86 16-17 FOCPX 12.29 OTCPortfolio NO
0.84 17-01 FFIDX 49.03 Fidelity NO
0.57 18-37 FSELX 11.31 SSemiconductors NO
0.48 19-01 FLGEX 20.76 LargeCapGrowthEnhancedIndex NO
0.24 20-12 FNCMX 107.69 NasdaqCompositeIndex NO
Last Week
4.71 01-40 FSPTX 19.66 STechnology NO
4.43 02-01 FHKCX 38.41 ChinaRegion NO
3.58 03-01 FSEAX 44.55 EmergingAsia NO
3.55 04-04 FBIOX 21.02 SBiotechnology NO
3.35 05-37 FSCSX 19.90 SSoftware&ITServices NO
2.02 06-36 FSELX 11.47 SSemiconductors NO
1.63 07-29 FWRLX 10.70 SWireless NO
1.11 08-16 FDCPX 78.64 SComputers NO
1.07 09-16 FOCPX 12.31 OTCPortfolio NO
0.76 10-01 FCVSX 30.27 ConvertibleSecurities NO
0.74 11-09 FTRNX 103.57 Trend NO
0.72 12-01 FRIFX 12.33 RealEstateIncome NO
0.27 13-08 FBGRX 104.70 BlueChipGrowth NO
0.20 14-06 FBSOX 73.65 SITServices NO
0.18 15-06 FSAVX 34.98 SAutomotive NO
0.13 16-11 FNCMX 107.56 NasdaqCompositeIndex NO
(0.15) 17-02 FSAGX 22.33 SGold NO
(0.24) 18-01 FEMKX 32.75 EmergingMarkets NO
(0.46) 19-01 FIVFX 21.77 InternationalCapApp NO
(0.49) 20-01 FDEGX 47.96 Growth Strategies NO

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(18Feb20) from Cash(03Feb20)
Nov19 1m+6% 3m-0% 6m+23% 12m+2%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – SSemiconductors(FSELX)(18Feb20) from Cash(03Feb20)
20% – Cash(03Feb20) from SHealthCareServices(09Dec19)
20% – Cash(03Feb20) from SComputers(16Dec19)
20% – Cash(02Mar20) from STechnology(21Jan20)
20% – Cash(02Mar20) from SWireless(21Oct19)
Nov19 1m+1% 3m+1% 6m+8% 12m+3%
Average annual return since 1/82 na%

Not a good week, not a buy week. The sum of all the deviations has been 918, 781, and now -343 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 94, 03, and now 00.

In reviewing some of the market indicators:
SPY (S&P500 ETF) is 9% below its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 7% below its 50 day moving average,
IWM (Russell 2000 ETF) is 11% below its 50 day moving average,
QQQ is above its 200 day moving average.
The sum of the deviations is negative.
Not a time to buy – Sum of all deviations is not up 2 weeks in a row.

It was an interesting week as the market sold off every day. The ETFs I owned (except for PTNQ) were all previously sold or sold this week as the share price of the ETF declined. The slow down in the economy is probably due to the coronavirus. The latest news on that indicates the economy will continue to decline. As the economy declines, the market will decline also.

There are ETFs which go up as the market goes down.
SH is the inverse of SPY and is 10% above its 50 day average.
PSQ is the inverse of QQQ and is 6% above its 50 day average.
RWM is the inverse of IWM and is 12% above its 50 day average.
There are even ETFs that go up (or down) 3 times faster than an index. SQQQ is triple short QQQ ETF and is up 37% the last 5 days. ETFSCREEN.COM reports on over 2000 ETFs.

Last week PTNQ (which follows the NASDAQ 100 index ) was 16% above the its 200 day moving average. After this week’s decline price decline and the increase in the 200 day moving average it is 4% above its moving average. It is programmed to start switching to US Treasury bills when the NASDAQ 100 crosses its 200 day moving average.

IRA#1
STechnology has a price of 19.66, a sell price 21.22, a rank of 01, and is a hold until 3/19/20. (ETF – FTXL, SOXX)

IRA#2
SWireless has a price of 10.70, a sell price 11.36, a rank of 07, and is a sell. (ETF – IYZ, XTL)
STechnology has a price of 19.66, a sell price 21.22, a rank of 01, and is a sell. (ETF – FTXL, SOXX)
SSemiconductors has a price of 11.47, a sell price 12.51, a rank of 03, and is a hold until 3/19/20 (ETF – XLK, IETC )

IRA#1 STechnology and IRA#2 Semiconductors were purchased on 2/18 and cannot be sold before 3/19 without breaking the Fidelity rules againest short term trading.

My investment changes this weekend:
IRA #1 – None
IRA #2 – Sell SWireless and STechnology

My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 20% 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).
4.71 01-40 FSPTX 19.66 STechnology NO
4.43 02-01 FHKCX 38.41 ChinaRegion NO
3.58 03-01 FSEAX 44.55 EmergingAsia NO
3.55 04-04 FBIOX 21.02 SBiotechnology NO
3.35 05-37 FSCSX 19.90 SSoftware&ITServices NO
2.02 06-36 FSELX 11.47 SSemiconductors NO
1.63 07-29 FWRLX 10.70 SWireless NO
1.11 08-16 FDCPX 78.64 SComputers NO
1.07 09-16 FOCPX 12.31 OTCPortfolio NO
0.76 10-01 FCVSX 30.27 ConvertibleSecurities NO
0.74 11-09 FTRNX 103.57 Trend NO
0.72 12-01 FRIFX 12.33 RealEstateIncome NO
0.27 13-08 FBGRX 104.70 BlueChipGrowth NO
0.20 14-06 FBSOX 73.65 SITServices NO
0.18 15-06 FSAVX 34.98 SAutomotive NO
0.13 16-11 FNCMX 107.56 NasdaqCompositeIndex NO
(0.15) 17-02 FSAGX 22.33 SGold NO
(0.24) 18-01 FEMKX 32.75 EmergingMarkets NO
(0.46) 19-01 FIVFX 21.77 InternationalCapApp NO
(0.49) 20-01 FDEGX 47.96 Growth Strategies NO
Last Week
16.30 01-01 FSAGX 26.01 SGold YES
16.29 02-19 FSPTX 21.78 STechnology NO
15.66 03-36 FSELX 12.99 SSemiconductors NO
15.08 04-05 FSAVX 40.18 SAutomotive YES
14.41 05-07 FSCSX 21.99 SSoftware&ITServices NO
13.98 06-03 FSHCX 111.36 SHealthCareServices YES
13.17 07-03 FBIOX 22.93 SBiotechnology NO
12.90 08-06 FBSOX 82.97 SITServices NO
12.67 09-07 FBGRX 117.63 BlueChipGrowth NO
12.63 10-15 FOCPX 13.71 OTCPortfolio NO
12.58 11-08 FTRNX 115.70 Trend NO
12.18 12-28 FWRLX 11.80 SWireless NO
11.96 13-10 FNCMX 120.26 NasdaqCompositeIndex NO
11.52 14-01 FDEGX 53.76 Growth Strategies NO
11.46 15-01 FSHOX 66.98 SConstructionandHousing NO
11.29 16-01 FPHAX 23.89 SPharmaceuticals NO
10.94 17-06 FFIDX 53.94 Fidelity NO
10.90 18-03 FDEQX 42.69 DisciplinedEquity NO
10.88 19-15 FDCPX 86.19 SComputers NO
10.86 20-01 FDCAX 36.18 CapitalAppreciation NO

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(18Feb20) from Cash(03Feb20)
Nov19 1m+6% 3m-0% 6m+23% 12m+2%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – SSemiconductors(FSELX)(18Feb20) from Cash(03Feb20)
20% – Cash(03Feb20) from SHealthCareServices(09Dec19)
20% – Cash(03Feb20) from SComputers(16Dec19)
20% – STechnology(FSPTX)(21Jan20) from SAutomotive(FSAVX)(28Oct19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
Nov19 1m+1% 3m+1% 6m+8% 12m+3%
Average annual return since 1/82 na%

Not a good week, not a buy week. The sum of all the deviations has been 763, 918, and now 781 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 02, 94, and now 03.

In reviewing some of the market indicators:
SPY (S&P500 ETF) is 2% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 5% above its 50 day moving average,
IWM (Russell 2000 ETF) is 1% above its 50 day moving average,
SPY, QQQ, and IWM are above their 200 day moving average.
The sum of the deviations is positive.
Not a time to buy – Sum of all deviations is not up 2 weeks in a row.

This weekend the Bloomberg Wall Street Week show reported on a University of Michigan Consumer Sentiment Survey on where the market is going. They reported that every time over the last 15 years the value increased to above 60% there was a market correction of 10% to 47%. The latest reading of ~66% is higher than the index was at the in 2007.
Currently QQQ is 16% above its 200 day moving average. PTNQ, which follows the same index, is programed to switch to Treasury bills when the current value of the index crosses its 200 day moving average. If that were to happen Monday, any PTNQ investor would lose ~16% but any QQQ investor would loose as much as the index fell.
Select Gold is the number one fund this week. That in an indication of concern in the market. It may be because of the Coronavirus impact on the global supply chain so many companies use these days. It is difficult for Chinese companies to run factories when the workers are confined to their homes.

IRA#1
STechnology has a price of 21.78, a sell price 21.22, a rank of 03, and is a hold. (ETF – FTXL, SOXX)

IRA#2
SWireless has a price of 11.80, a sell price 11.36, a rank of 12, and is a hold. (ETF – IYZ, XTL)
STechnology has a price of 21.78, a sell price 21.22, a rank of 03, and is a hold. (ETF – FTXL, SOXX)
SSemiconductors has a price of 12.99, a sell price 12.51, a rank of 03, and is a hold. (ETF – XLK, IETC )

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

My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 –  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).
16.30 01-01 FSAGX 26.01 SGold YES
16.29 02-19 FSPTX 21.78 STechnology NO
15.66 03-36 FSELX 12.99 SSemiconductors NO
15.08 04-05 FSAVX 40.18 SAutomotive YES
14.41 05-07 FSCSX 21.99 SSoftware&ITServices NO
13.98 06-03 FSHCX 111.36 SHealthCareServices YES
13.17 07-03 FBIOX 22.93 SBiotechnology NO
12.90 08-06 FBSOX 82.97 SITServices NO
12.67 09-07 FBGRX 117.63 BlueChipGrowth NO
12.63 10-15 FOCPX 13.71 OTCPortfolio NO
12.58 11-08 FTRNX 115.70 Trend NO
12.18 12-28 FWRLX 11.80 SWireless NO
11.96 13-10 FNCMX 120.26 NasdaqCompositeIndex NO
11.52 14-01 FDEGX 53.76 Growth Strategies NO
11.46 15-01 FSHOX 66.98 SConstructionandHousing NO
11.29 16-01 FPHAX 23.89 SPharmaceuticals NO
10.94 17-06 FFIDX 53.94 Fidelity NO
10.90 18-03 FDEQX 42.69 DisciplinedEquity NO
10.88 19-15 FDCPX 86.19 SComputers NO
10.86 20-01 FDCAX 36.18 CapitalAppreciation NO
Last Week
20.31 01-18 FSPTX 22.34 STechnology YES
18.24 02-35 FSELX 13.17 SSemiconductors YES
17.28 03-06 FSCSX 22.37 SSoftware&ITServices YES
15.41 04-14 FDCPX 89.20 SComputers YES
15.21 05-14 FOCPX 13.93 OTCPortfolio YES
15.06 06-07 FTRNX 117.46 Trend YES
14.89 07-05 FBSOX 83.86 SITServices YES
14.61 08-01 FHKCX 41.86 ChinaRegion YES
14.58 09-06 FBGRX 118.82 BlueChipGrowth YES
14.48 10-09 FNCMX 122.19 NasdaqCompositeIndex YES
14.43 11-27 FWRLX 11.96 SWireless YES
13.82 12-02 FSHCX 110.38 SHealthCareServices YES
13.45 13-05 FFIDX 54.84 Fidelity YES
13.29 14-04 FSAVX 39.24 SAutomotive YES
13.29 15-02 FDEQX 43.36 DisciplinedEquity YES
13.26 16-02 FBIOX 22.79 SBiotechnology YES
13.09 17-03 FLGEX 23.24 LargeCapGrowthEnhancedIndex YES
13.05 18-02 FTQGX 28.19 FocusedStock YES
12.88 19-04 FDFFX 39.80 Independence YES
12.55 20-01 FMAGX 11.09 Magellan YES

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(18Feb20) from Cash(03Feb20)
Nov19 1m+6% 3m-0% 6m+23% 12m+2%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – SSemiconductors(FSELX)(18Feb20) from Cash(03Feb20)
20% – Cash(03Feb20) from SHealthCareServices(09Dec19)
20% – Cash(03Feb20) from SComputers(16Dec19)
20% – STechnology(FSPTX)(21Jan20) from SAutomotive(FSAVX)(28Oct19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
Nov19 1m+1% 3m+1% 6m+8% 12m+3%
Average annual return since 1/82 na%
—
David John Flynn
LTC USA (Ret)
www.flynndj.com

A good week, a buy week. The sum of all the deviations has been 521, 763, and now 918 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 01, 02, and now 94.

In reviewing some of the market indicators:
SPY (S&P500 ETF) is 4% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 8% above its 50 day moving average,
IWM (Russell 2000 ETF) is 2% below its 50 day moving average,
SPY, QQQ, and IWM are above their 200 day moving average.
The sum of the deviations is positive.
Time to buy – Sum of all deviations is up 2 weeks in a row.

The top 5 Fidelity funds based on a 3 month return as of 31Dec earned -2.48% in January based on 31Jan Fidelity list. However you cannot invest until the list is available. I invested in the 5 funds as soon as the 31Dec list was available, my gain was 1.42% as of 10Feb when the next list was available. On 10Feb I invested in the new list of the top 5 Fidelity funds based on a 3 month return. Both SBiotechnology and SPharmaceuticals were on both lists, gaining 2.8% and 1.7% in January.

IRA#1
STechnology has a price of 22.34, a sell price TBD, a rank of 01, and is a buy. (ETF – FTXL, SOXX)

IRA#2
SWireless has a price of 11.96, a sell price 11.36, a rank of 11, and is a hold. (ETF – IYZ, XTL)
STechnology has a price of 22.34, a sell price 21.22, a rank of 01, and is a hold. (ETF – FTXL, SOXX)
SSemiconductors has a price of 13.17, a sell price TBD, a rank of 02, and is a buy. (ETF – XLK, IETC )

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

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).
20.31 01-18 FSPTX 22.34 STechnology YES
18.24 02-35 FSELX 13.17 SSemiconductors YES
17.28 03-06 FSCSX 22.37 SSoftware&ITServices YES
15.41 04-14 FDCPX 89.20 SComputers YES
15.21 05-14 FOCPX 13.93 OTCPortfolio YES
15.06 06-07 FTRNX 117.46 Trend YES
14.89 07-05 FBSOX 83.86 SITServices YES
14.61 08-01 FHKCX 41.86 ChinaRegion YES
14.58 09-06 FBGRX 118.82 BlueChipGrowth YES
14.48 10-09 FNCMX 122.19 NasdaqCompositeIndex YES
14.43 11-27 FWRLX 11.96 SWireless YES
13.82 12-02 FSHCX 110.38 SHealthCareServices YES
13.45 13-05 FFIDX 54.84 Fidelity YES
13.29 14-04 FSAVX 39.24 SAutomotive YES
13.29 15-02 FDEQX 43.36 DisciplinedEquity YES
13.26 16-02 FBIOX 22.79 SBiotechnology YES
13.09 17-03 FLGEX 23.24 LargeCapGrowthEnhancedIndex YES
13.05 18-02 FTQGX 28.19 FocusedStock YES
12.88 19-04 FDFFX 39.80 Independence YES
12.55 20-01 FMAGX 11.09 Magellan YES
Last Week
18.23 01-17 FSPTX 21.72 STechnology NO
15.92 02-05 FSCSX 21.91 SSoftware&ITServices NO
15.12 03-13 FDCPX 88.25 SComputers NO
14.13 04-34 FSELX 12.59 SSemiconductors NO
13.47 05-13 FOCPX 13.61 OTCPortfolio NO
13.16 06-06 FTRNX 114.61 Trend NO
12.83 07-08 FNCMX 119.52 NasdaqCompositeIndex NO
12.70 08-01 FBIOX 22.52 SBiotechnology NO
12.59 09-12 FPHAX 23.88 SPharmaceuticals NO
12.26 10-05 FBGRX 115.53 BlueChipGrowth NO
12.18 11-04 FBSOX 81.24 SITServices NO
11.97 12-03 FSAVX 38.51 SAutomotive NO
11.65 13-04 FFIDX 53.59 Fidelity NO
11.33 14-02 FLGEX 22.72 LargeCapGrowthEnhancedIndex NO
11.26 15-26 FWRLX 11.54 SWireless NO
11.09 16-02 FDEQX 42.22 DisciplinedEquity YES
11.05 17-04 FSLBX 84.68 SBrokerage&InvestmentManagement NO
10.62 18-03 FDFFX 38.74 Independence NO
10.56 19-01 FTQGX 27.38 FocusedStock NO
10.45 20-01 FSHCX 106.34 SHealthCareServices NO

IRA#1 is currently invested in:
100% – STechnology(FSPTX)(18Feb20) from Cash(03Feb20)
Nov19 1m+6% 3m-0% 6m+23% 12m+2%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – SSemiconductors(FSELX)(18Feb20) from Cash(03Feb20)
20% – Cash(03Feb20) from SHealthCareServices(09Dec19)
20% – Cash(03Feb20) from SComputers(16Dec19)
20% – STechnology(FSPTX)(21Jan20) from SAutomotive(FSAVX)(28Oct19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
Nov19 1m+1% 3m+1% 6m+8% 12m+3%
Average annual return since 1/82 na%

A good week, not a buy week. The sum of all the deviations has been 818, 521, and now 763 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 04, 01, and now 02.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 3% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 7% above its 50 day moving average,
IWM (Russell 2000 ETF) is 2% below its 50 day moving average,
SPY, QQQ, and IWM are above their 200 day moving average.
The sum of the deviations is positive.
Not a time to buy – Sum of all deviations is not up 2 weeks in a row.

I am sorry I am a little late – working both Sat and Sun.

IRA#1
none

IRA#2
SWireless has a price of 11.54, a sell price 11.08, a rank of 15, and is a hold. (ETF – IYZ, XTL)
STechnology has a price of 21.72. a sell price 20.63, a rank of 01, and is a hold. (ETF – FTXL, SOXX)

My investment 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).
18.23 01-17 FSPTX 21.72 STechnology NO
15.92 02-05 FSCSX 21.91 SSoftware&ITServices NO
15.12 03-13 FDCPX 88.25 SComputers NO
14.13 04-34 FSELX 12.59 SSemiconductors NO
13.47 05-13 FOCPX 13.61 OTCPortfolio NO
13.16 06-06 FTRNX 114.61 Trend NO
12.83 07-08 FNCMX 119.52 NasdaqCompositeIndex NO
12.70 08-01 FBIOX 22.52 SBiotechnology NO
12.59 09-12 FPHAX 23.88 SPharmaceuticals NO
12.26 10-05 FBGRX 115.53 BlueChipGrowth NO
12.18 11-04 FBSOX 81.24 SITServices NO
11.97 12-03 FSAVX 38.51 SAutomotive NO
11.65 13-04 FFIDX 53.59 Fidelity NO
11.33 14-02 FLGEX 22.72 LargeCapGrowthEnhancedIndex NO
11.26 15-26 FWRLX 11.54 SWireless NO
11.09 16-02 FDEQX 42.22 DisciplinedEquity YES
11.05 17-04 FSLBX 84.68 SBrokerage&InvestmentManagement NO
10.62 18-03 FDFFX 38.74 Independence NO
10.56 19-01 FTQGX 27.38 FocusedStock NO
10.45 20-01 FSHCX 106.34 SHealthCareServices NO
Last Week
14.21 01-16 FSPTX 20.78 STechnology NO
11.88 02-04 FSCSX 20.97 SSoftware&ITServices NO
11.79 03-33 FSELX 12.24 SSemiconductors NO
11.46 04-12 FDCPX 84.77 SComputers NO
11.13 05-02 FSAGX 24.45 SGold NO
10.08 06-12 FOCPX 13.11 OTCPortfolio NO
10.06 07-05 FTRNX 111.83 Trend NO
9.97 08-11 FPHAX 23.17 SPharmaceuticals NO
9.86 09-03 FBSOX 79.05 SITServices NO
9.65 10-01 FSUTX 100.98 SUtilities YES
9.37 11-02 FSAVX 37.38 SAutomotive NO
9.26 12-03 FSLBX 82.83 SBrokerage&InvestmentManagement NO
9.14 13-07 FNCMX 114.83 NasdaqCompositeIndex NO
8.82 14-25 FWRLX 11.22 SWireless NO
8.70 15-04 FBGRX 111.14 BlueChipGrowth NO
8.67 16-03 FFIDX 51.84 Fidelity NO
8.12 17-02 FDFFX 37.65 Independence NO
8.01 18-01 FDEQX 40.81 DisciplinedEquity NO
7.95 19-01 FCPGX 27.65 SmallCapGrowth NO
7.86 20-01 FLGEX 21.88 LargeCapGrowthEnhancedIndex NO

It will be some time before I get all of the % returns correct.
IRA#1 is currently invested in:
100% – Cash(03Feb20) from SSemiconductors(16Sep19)
Nov19 1m+6% 3m-0% 6m+23% 12m+2%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – Cash(03Feb20) from SHealthCareServices(09Dec19)
20% – Cash(03Feb20) from SComputers(16Dec19)
20% – Cash(03Feb20) from SSemiconductors(16Sep19)
20% – STechnology(FSPTX)(21Jan20) from SAutomotive(FSAVX)(28Oct19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
Nov19 1m+1% 3m+1% 6m+8% 12m+3%
Average annual return since 1/82 na%

Not a good week, not a buy week. The sum of all the deviations has been 1004, 818, and now 521 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 60, 04, and now 01.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 0% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 3% above its 50 day moving average,
IWM (Russell 2000 ETF) is 2% below its 50 day moving average,
SPY, QQQ, and IWM are above their 200 day moving average.
The sum of the deviations is positive.
Not a time to buy – Sum of all deviations is not up 2 weeks in a row.

The market seems to have evaluated the coronavirus impact on world business and it is not good. The closing of cities in China, businesses, and restrictions on travel has impacted business world wide. This may be the black swan which ends the current bull market.
PTNQ is still 12% above its 200 day moving average at which point it will start converting to T-Bill investments. It is even 3% above its 50 day moving average. It is also down 3% from its peak price which was on 01/24.

IRA#1
SSemiconductors has a price of 12.24, a sell price 12.45, a rank of 03, and is a SELL. (ETF – XSD, SMH)

IRA#2
SSemiconductors has a price of 12.24, a sell price 12.45, a rank of 03, and is a SELL. (ETF – XSD, SMH)
SWireless has a price of 11.22, a sell price 11.08, a rank of 14, and is a hold. (ETF – IYZ, XTL)
SHealthCareServices has a price of 100.86, a sell price 102.37, a rank of 42, and is a SELL. (ETF – GNOM, BBC)
SComputers has a price of 84.77, a sell price 85.41, a rank of 04, and is a SELL. (ETF – SNSR, SMH)
STechnology has a price of 20.78. a sell price 20.13, a rank of 01, and is a hold. (ETF – FTXL, SOXX)

My investment changes this weekend:
IRA #1 – sell SSemiconductors
IRA #2 – sell SSemiconductors, SHealthCareServices,s ell SComputers

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).
14.21 01-16 FSPTX 20.78 STechnology NO
11.88 02-04 FSCSX 20.97 SSoftware&ITServices NO
11.79 03-33 FSELX 12.24 SSemiconductors NO
11.46 04-12 FDCPX 84.77 SComputers NO
11.13 05-02 FSAGX 24.45 SGold NO
10.08 06-12 FOCPX 13.11 OTCPortfolio NO
10.06 07-05 FTRNX 111.83 Trend NO
9.97 08-11 FPHAX 23.17 SPharmaceuticals NO
9.86 09-03 FBSOX 79.05 SITServices NO
9.65 10-01 FSUTX 100.98 SUtilities YES
9.37 11-02 FSAVX 37.38 SAutomotive NO
9.26 12-03 FSLBX 82.83 SBrokerage&InvestmentManagement NO
9.14 13-07 FNCMX 114.83 NasdaqCompositeIndex NO
8.82 14-25 FWRLX 11.22 SWireless NO
8.70 15-04 FBGRX 111.14 BlueChipGrowth NO
8.67 16-03 FFIDX 51.84 Fidelity NO
8.12 17-02 FDFFX 37.65 Independence NO
8.01 18-01 FDEQX 40.81 DisciplinedEquity NO
7.95 19-01 FCPGX 27.65 SmallCapGrowth NO
7.86 20-01 FLGEX 21.88 LargeCapGrowthEnhancedIndex NO
Last Week
20.48 01-32 FSELX 13.11 SSemiconductors NO
18.54 02-11 FDCPX 89.61 SComputers NO
17.07 03-15 FSPTX 21.14 STechnology NO
13.29 04-03 FSCSX 21.10 SSoftware&ITServices NO
12.74 05-24 FWRLX 11.57 SWireless NO
12.69 06-11 FOCPX 13.35 OTCPortfolio NO
12.60 07-02 FBSOX 80.60 SITServices NO
12.43 08-04 FTRNX 113.63 Trend NO
12.02 09-01 FSAGX 24.50 SGold YES
11.66 10-06 FNCMX 116.91 NasdaqCompositeIndex NO
11.46 11-03 FBGRX 113.44 BlueChipGrowth NO
11.38 12-11 FSHCX 106.34 SHealthCareServices NO
11.27 13-10 FPHAX 23.32 SPharmaceuticals NO
11.13 14-02 FFIDX 52.77 Fidelity NO
10.94 15-01 FSAVX 37.73 SAutomotive NO
10.76 16-01 FLATX 29.47 LatinAmerica NO
10.74 17-01 FDEGX 52.27 Growth Strategies NO
10.57 18-02 FSLBX 83.42 SBrokerage&InvestmentManagement NO
10.52 19-07 FHKCX 39.75 ChinaRegion NO
10.51 20-01 FDFFX 38.32 Independence NO

It will be some time before I get all of the % returns correct.
IRA#1 is currently invested in:
100% – Cash(03Feb20) from SSemiconductors(16Sep19)
Nov19 1m+6% 3m-0% 6m+23% 12m+2%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – Cash(03Feb20) from SHealthCareServices(09Dec19)
20% – Cash(03Feb20) from SComputers(16Dec19)
20% – Cash(03Feb20) from SSemiconductors(16Sep19)
20% – STechnology(FSPTX)(21Jan20) from SAutomotive(FSAVX)(28Oct19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
Nov19 1m+1% 3m+1% 6m+8% 12m+3%
Average annual return since 1/82 na%

Not a good week, not a buy week. The sum of all the deviations has been 868, 1004, and now 818 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 08, 60, and now 04.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 3% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 6% above its 50 day moving average,
IWM (Russell 2000 ETF) is 1% above its 50 day moving average,
SPY, QQQ, and IWM are above their 200 day moving average.
The sum of the deviations is positive.
Not a time to buy – Sum of all deviations is not up 2 weeks in a row.

As I’ve mentioned before, PTNQ is my favorite long time investment. It is one of the 7 Pacer Trendpilot funds offered by Pacer ETFs (https://www.paceretfs.com/), all of which automatically start to move out of the market when the price of the index they follow crosses the 200 day moving average of the index. They do it internally so there is no buy and sell reporting to the ETF owner. PTNQ follows the Nasdaq 100 index. Another ETF which follows the same index is QQQ – but QQQ always is fully invested in the index – up or down. Currently QQQ is 15% above its 200 day moving average which indicates if the Nasdaq 100 falls about 15% QQQ will remain fully invested while PTNQ will start to change its portfolio to US T-Bills.

IRA#1
SSemiconductors has a price of 13.11, a sell price 12.45, a rank of 01, and is a hold. (ETF – XSD, SMH)

IRA#2
SSemiconductors has a price of 13.11, a sell price 12.45, a rank of 01, and is a hold. (ETF – XSD, SMH)
SWireless has a price of 11.57, a sell price 11.08, a rank of 05, and is a hold. (ETF – IYZ, XTL)
SHealthCareServices has a price of 106.34, a sell price 102.37, a rank of 12, and is a hold. (ETF – GNOM, BBC)
SComputers has a price of 89.61, a sell price 85.41, a rank of 02, and is a hold. (ETF – SNSR, SMH)
STechnology has a price of 21.14. a sell price 20.13, a rank of 03, and is a hold. (ETF – FTXL, SOXX)

My investment changes this weekend:
IRA #1 – none
IRA #2 – none

My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 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).
20.48 01-32 FSELX 13.11 SSemiconductors NO
18.54 02-11 FDCPX 89.61 SComputers NO
17.07 03-15 FSPTX 21.14 STechnology NO
13.29 04-03 FSCSX 21.10 SSoftware&ITServices NO
12.74 05-24 FWRLX 11.57 SWireless NO
12.69 06-11 FOCPX 13.35 OTCPortfolio NO
12.60 07-02 FBSOX 80.60 SITServices NO
12.43 08-04 FTRNX 113.63 Trend NO
12.02 09-01 FSAGX 24.50 SGold YES
11.66 10-06 FNCMX 116.91 NasdaqCompositeIndex NO
11.46 11-03 FBGRX 113.44 BlueChipGrowth NO
11.38 12-11 FSHCX 106.34 SHealthCareServices NO
11.27 13-10 FPHAX 23.32 SPharmaceuticals NO
11.13 14-02 FFIDX 52.77 Fidelity NO
10.94 15-01 FSAVX 37.73 SAutomotive NO
10.76 16-01 FLATX 29.47 LatinAmerica NO
10.74 17-01 FDEGX 52.27 Growth Strategies NO
10.57 18-02 FSLBX 83.42 SBrokerage&InvestmentManagement NO
10.52 19-07 FHKCX 39.75 ChinaRegion NO
10.51 20-01 FDFFX 38.32 Independence NO
Last Week
20.95 01-31 FSELX 13.02 SSemiconductors NO
20.11 02-10 FDCPX 89.91 SComputers YES
18.41 03-14 FSPTX 21.19 STechnology YES
16.81 04-06 FHKCX 41.78 ChinaRegion YES
15.58 05-09 FPHAX 24.08 SPharmaceuticals YES
14.73 06-10 FOCPX 13.50 OTCPortfolio YES
14.71 07-06 FSEAX 48.05 EmergingAsia YES
14.38 08-23 FWRLX 11.66 SWireless YES
14.19 09-02 FSCSX 21.12 SSoftware&ITServices YES
13.97 10-09 FBIOX 22.45 SBiotechnology YES
13.61 11-03 FTRNX 114.07 Trend YES
13.54 12-10 FSHCX 107.76 SHealthCareServices YES
13.21 13-05 FNCMX 117.81 NasdaqCompositeIndex YES
13.02 14-02 FBGRX 114.33 BlueChipGrowth YES
12.91 15-01 FBSOX 80.29 SITServices YES
12.84 16-01 FSLBX 84.66 SBrokerage&InvestmentManagement YES
12.78 17-02 FCPGX 28.61 SmallCapGrowth YES
12.69 18-01 FFIDX 53.20 Fidelity YES
12.68 19-05 FEMKX 36.31 EmergingMarkets YES
11.98 20-05 FSPHX 29.37 SHealthCare YES

It will be some time before I get all of the % returns correct.
IRA#1 is currently invested in:
100% – SSemiconductors(16Sep19) from SGold(FSAGX)(17Jun19))
Nov19 1m+6% 3m-0% 6m+23% 12m+2%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – STechnology(FSPTX)(21Jan20) from SAutomotive(FSAVX)(28Oct19)
20% – SHealthCareServices(FSHCX)(09Dec19) from LatinAmerica(FLATX)(04Nov19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
20% – SComputers(FDCPX)(16Dec19) From SConstructionandHousing(FSHOX)(16Sep19)
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
Nov19 1m+1% 3m+1% 6m+8% 12m+3%
Average annual return since 1/82 na%

A good week, a buy week. The sum of all the deviations has been 822, 868, and now 1004 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 09, 08, and now 60.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 5% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 7% above its 50 day moving average,
IWM (Russell 2000 ETF) is 4% above its 50 day moving average,
SPY, QQQ, and IWM are above their 200 day moving average.
The sum of the deviations is positive.
A time to buy – Sum of all deviations is up 2 weeks in a row.

Tom McClellan of McClellan Financial Publications sends out a email with a free chart each week of that he thinks is interesting. On 1/17 his chart was “SPY Number of Shares Outstanding Continuing to Rise.” “This week’s chart shows an interesting representation of bullish trader sentiment. The number of SPY shares outstanding is above its upper 50-1 Bollinger Band, and continuing to rise. Check out the other instances when this indicator has gone above that upper 50-1 band. You will notice that all of them in this chart except one (12/19) were associated with meaningful tops leading to noticeable corrections.”

IRA#1
SSemiconductors has a price of 13.02, a sell price 12.37, a rank of 01, and is a hold. (ETF – XSD, SMH)

IRA#2
SSemiconductors has a price of 13.02, a sell price 12.37, a rank of 01, and is a hold. (ETF – XSD, SMH)
SWireless has a price of 11.66, a sell price 11.08, a rank of 08, and is a hold. (ETF – IYZ, XTL)
SAutomotive has a price of 37.76, a sell price 35.87, a rank of 23, and is a sell. (ETF – RGI, EXI)
SHealthCareServices has a price of 107.76, a sell price 102.37, a rank of 12, and is a hold. (ETF – GNOM, BBC)
SComputers has a price of 89.91, a sell price 85.41, a rank of 02, and is a hold. (ETF – SNSR, SMH)
STechnology has a price of 21.19. a sell price TBD, a rank of 03, and is a buy. (ETF – FTXL, SOXX)

My investment changes this weekend:
IRA #1 – none
IRA #2 – Sell SAutomotive, buy STechnology

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

The top 20 (out of 100+ I follow) Fidelity funds (percent deviation, rank & weeks on top 20 list, fund symbol, fund price, fund name, and %dev increasing last 2 weeks).
20.95 01-31 FSELX 13.02 SSemiconductors NO
20.11 02-10 FDCPX 89.91 SComputers YES
18.41 03-14 FSPTX 21.19 STechnology YES
16.81 04-06 FHKCX 41.78 ChinaRegion YES
15.58 05-09 FPHAX 24.08 SPharmaceuticals YES
14.73 06-10 FOCPX 13.50 OTCPortfolio YES
14.71 07-06 FSEAX 48.05 EmergingAsia YES
14.38 08-23 FWRLX 11.66 SWireless YES
14.19 09-02 FSCSX 21.12 SSoftware&ITServices YES
13.97 10-09 FBIOX 22.45 SBiotechnology YES
13.61 11-03 FTRNX 114.07 Trend YES
13.54 12-10 FSHCX 107.76 SHealthCareServices YES
13.21 13-05 FNCMX 117.81 NasdaqCompositeIndex YES
13.02 14-02 FBGRX 114.33 BlueChipGrowth YES
12.91 15-01 FBSOX 80.29 SITServices YES
12.84 16-01 FSLBX 84.66 SBrokerage&InvestmentManagement YES
12.78 17-02 FCPGX 28.61 SmallCapGrowth YES
12.69 18-01 FFIDX 53.20 Fidelity YES
12.68 19-05 FEMKX 36.31 EmergingMarkets YES
11.98 20-05 FSPHX 29.37 SHealthCare YES
Last Week
18.82 01-09 FDCPX 88.00 SComputers NO
18.64 02-30 FSELX 12.63 SSemiconductors NO
16.24 03-13 FSPTX 20.60 STechnology NO
15.68 04-05 FHKCX 41.01 ChinaRegion YES
14.07 05-08 FPHAX 23.57 SPharmaceuticals NO
13.22 06-05 FSEAX 47.06 EmergingAsia YES
13.07 07-08 FBIOX 22.11 SBiotechnology NO
13.05 08-09 FOCPX 13.20 OTCPortfolio NO
12.73 09-09 FSHCX 106.22 SHealthCareServices NO
12.29 10-22 FWRLX 11.36 SWireless NO
12.03 11-02 FTRNX 111.68 Trend NO
11.86 12-06 FSESX 24.24 SEnergyServices NO
11.75 13-04 FEMKX 35.77 EmergingMarkets NO
11.73 14-01 FSCSX 20.51 SSoftware&ITServices NO
11.54 15-04 FSPHX 29.07 SHealthCare NO
11.51 16-04 FNCMX 115.23 NasdaqCompositeIndex NO
11.12 17-01 FBGRX 111.64 BlueChipGrowth NO
11.11 18-01 FPBFX 35.23 PacificBasin NO
10.78 19-05 FLATX 29.13 LatinAmerica NO
10.69 20-01 FCPGX 27.89 SmallCapGrowth NO

It will be some time before I get all of the % returns correct.
IRA#1 is currently invested in:
100% – SSemiconductors(16Sep19) from SGold(FSAGX)(17Jun19))
Nov19 1m+6% 3m-0% 6m+23% 12m+2%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – STechnology(FSPTX)(20Jan20) from SAutomotive(FSAVX)(28Oct19)
20% – SHealthCareServices(FSHCX)(09Dec19) from LatinAmerica(FLATX)(04Nov19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
20% – SComputers(FDCPX)(16Dec19) From SConstructionandHousing(FSHOX)(16Sep19)
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
Nov19 1m+1% 3m+1% 6m+8% 12m+3%
Average annual return since 1/82 na%

A good week, not a buy week. The sum of all the deviations has been 882, 822, and now 868 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 57, 09, and now 08.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 3% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 6% above its 50 day moving average,
IWM (Russell 2000 ETF) is 2% above its 50 day moving average,
SPY, QQQ, and IWM are above their 200 day moving average.
The sum of the deviations is positive.
Not a time to buy – Sum of all deviations is not up 2 weeks in a row.

It is sure looking like 1999 all over again. The ETFs representing the DJIA – DIA, S&P500 – SPY, Nasdaq100 – QQQ, all hit new highs on 09Jan. They all did it before during the week of 30Mar00 and then went down for ~18 months.
The Fidelity mutual fund short term performance numbers for December were finally published by Fidelity on 08Jan. Both the top 5 and 10 funds over 3 month identified on the November report gained 4.1% for the month. However the performance numbers Fidelity published are for the calendar month but the fund list is not published at month end.
Therefore I invested $1000 in each of the top 5 funds from the end of November report. The funds were:
FBIOX – SBiotechnology,
FSHCX – SHealthCareServices,
FSPHX – SHealthCare,
FSELX – SSemiconductors,
FPHAX – SPharmaceuticals.
If this investments proves to be as profitable as my analyis, it will be a way anyone can get the data, and I can eliminate my analysis.

https://fundresearch.fidelity.com/fund-screener/results/table/short-term-perf/cumulativeTotalReturnsMonth3/desc/1?fidelityFundOnly=F&order=fidelityFundOnly

IRA#1
SSemiconductors has a price of 12.63, a sell price 12.00, a rank of 02, and is a hold. (ETF – XSD, SMH)

IRA#2
SSemiconductors has a price of 12.63, a sell price 12.00, a rank of 02, and is a hold. (ETF – XSD, SMH)
SWireless has a price of 11.36, a sell price 10.79, a rank of 10, and is a hold. (ETF – IYZ, XTL)
SAutomotive has a price of 36.93, a sell price 35.53, a rank of 29, and is a hold for now. (ETF – RGI, EXI)
SHealthCareServices has a price of 106.22, a sell price 100.91, a rank of 09, and is a hold. (ETF – GNOM, BBC)
SComputers has a price of 88.00, a sell price 83.60, a rank of 01, and is a hold. (ETF – SNSR, SMH)

My investment changes this weekend:
IRA #1 – none
IRA #2 – none

My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 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).
18.82 01-09 FDCPX 88.00 SComputers NO
18.64 02-30 FSELX 12.63 SSemiconductors NO
16.24 03-13 FSPTX 20.60 STechnology NO
15.68 04-05 FHKCX 41.01 ChinaRegion YES
14.07 05-08 FPHAX 23.57 SPharmaceuticals NO
13.22 06-05 FSEAX 47.06 EmergingAsia YES
13.07 07-08 FBIOX 22.11 SBiotechnology NO
13.05 08-09 FOCPX 13.20 OTCPortfolio NO
12.73 09-09 FSHCX 106.22 SHealthCareServices NO
12.29 10-22 FWRLX 11.36 SWireless NO
12.03 11-02 FTRNX 111.68 Trend NO
11.86 12-06 FSESX 24.24 SEnergyServices NO
11.75 13-04 FEMKX 35.77 EmergingMarkets NO
11.73 14-01 FSCSX 20.51 SSoftware&ITServices NO
11.54 15-04 FSPHX 29.07 SHealthCare NO
11.51 16-04 FNCMX 115.23 NasdaqCompositeIndex NO
11.12 17-01 FBGRX 111.64 BlueChipGrowth NO
11.11 18-01 FPBFX 35.23 PacificBasin NO
10.78 19-05 FLATX 29.13 LatinAmerica NO
10.69 20-01 FCPGX 27.89 SmallCapGrowth NO
Last Week
18.77 01-29 FSELX 12.52 SSemiconductors NO
15.68 02-05 FSESX 24.91 SEnergyServices YES
14.69 03-08 FDCPX 84.10 SComputers NO
14.28 04-12 FSPTX 20.08 STechnology NO
14.14 05-04 FHKCX 40.13 ChinaRegion YES
13.31 06-07 FPHAX 23.24 SPharmaceuticals NO
12.79 07-04 FLATX 29.49 LatinAmerica NO
12.56 08-02 FSAGX 24.22 SGold YES
11.90 09-07 FBIOX 21.73 SBiotechnology NO
11.23 10-21 FWRLX 11.18 SWireless NO
11.08 11-08 FOCPX 12.88 OTCPortfolio NO
11.03 12-04 FSEAX 45.83 EmergingAsia YES
10.98 13-13 FSAVX 37.10 SAutomotive NO
10.88 14-08 FSJCX 103.78 SHealthCareServices NO
10.87 15-12 FEXPX 21.92 Export&Multinational NO
10.56 16-03 FEMKX 35.17 EmergingMarkets NO
10.28 17-03 FNCMX 113.27 NasdaqCompositeIndex NO
10.13 18-01 FTRNX 109.09 Trend NO
9.79 19-03 FSPHX 28.44 SHealthCare NO
9.74 20-01 FGRIX 42.37 Growth&Income NO

It will be some time before I get all of the % returns correct.
IRA#1 is currently invested in:
100% – SSemiconductors(16Sep19) from SGold(FSAGX)(17Jun19))
Nov19 1m+6% 3m-0% 6m+23% 12m+2%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – SHealthCareServices(FSHCX)(09Dec19) from LatinAmerica(FLATX)(04Nov19)
20% – SAutomotive(FSAVX)(28Oct19) from Cash(16Sep19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
20% – SComputers(FDCPX)(16Dec19) From SConstructionandHousing(FSHOX)(16Sep19)
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
Nov19 1m+1% 3m+1% 6m+8% 12m+3%
Average annual return since 1/82 na%