03 January 2020

Not a good week, not a buy week. The sum of all the deviations has been 863, 882, and now 822 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 75, 57, and now 09.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 3% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 5% above its 50 day moving average,
IWM (Russell 2000 ETF) is 3% 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. At that time the market continued up until the middle of 2000 before most of the stocks went down. Some market watchers are calling this a melt up – which generally ends badly. Just make sure your are watching your investments and have your sell prices noted.

IRA#1
SSemiconductors has a price of 12.52, a sell price 11.92, a rank of 01, and is a hold. (ETF – XSD, SMH)

IRA#2
SSemiconductors has a price of 12.52, a sell price 11.92, a rank of 01, and is a hold. (ETF – XSD, SMH)
SWireless has a price of 11.18, a sell price 10.67, a rank of 10, and is a hold. (ETF – IYZ, XTL)
SAutomotive has a price of 37.10, a sell price 35.53, a rank of 13, and is a hold. (ETF – RGI, EXI)
SHealthCareServices has a price of 103.78, a sell price 100.00, a rank of 14, and is a hold. (ETF – GNOM, BBC)
SComputers has a price of 84.10, a sell price 79.90, a rank of 03 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).
18.77 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
Last Week
0.24 01-28 FSELX 12.55 SSemiconductors NO
15.35 02-06 FBIOX 22.26 SBiotechnology NO
15.20 03-07 FDCPX 83.82 SComputers YES
14.94 04-06 FPHAX 23.41 SPharmaceuticals NO
14.77 05-04 FSESX 24.51 SEnergyServices YES
14.52 06-11 FSPTX 19.97 STechnology YES
13.48 07-03 FHKCX 39.60 ChinaRegion YES
13.47 08-03 FLATX 29.47 LatinAmerica YES
13.11 09-07 FSJCX 105.26 SHealthCareServices YES
12.39 10-20 FWRLX 11.23 SWireless YES
12.22 11-12 FSAVX 37.30 SAutomotive NO
11.86 12-01 FSAGX 23.91 SGold NO
11.57 13-02 FSPHX 28.75 SHealthCare YES
11.55 14-07 FOCPX 12.86 OTCPortfolio YES
11.41 15-11 FEXPX 21.90 Export&Multinational NO
11.08 16-02 FEMKX 35.14 EmergingMarkets YES
11.07 17-11 FSRBX 28.37 SBanking NO
10.97 18-03 FSEAX 45.54 EmergingAsia YES
10.68 19-02 FNCMX 113.07 NasdaqCompositeIndex YES
10.42 20-01 FPBFX 34.63 PacificBasin 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% – 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%

27 December 2019

(Yes, I had some incorrect numbers last week but that did not cause any changes.)
A good week, a buy week. The sum of all the deviations has been 738, 863, and now 882 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 32, 75, and now 57.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 4% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 5% above its 50 day moving average,
IWM (Russell 2000 ETF) is 6% 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.

The sum of all deviations is approaching 1000 – nice but. Last time it was over 1000 was 05Jan18 and then fell below 1000 by 02Feb18. By Oct18 it was negative.

I received an email with a link to a marketwatch article on Trendpilot funds. PTLC – Pacer Trendpilot US Large Cap ETF – was featured but PTNQ – Pacer Trendpilot 100 ETF – my favorite and I am invested in it. https://www.marketwatch.com/story/this-etf-can-protect-you-from-sp-500-volatility-and-enhance-your-long-term-returns-2019-10-14?mod=mw_quote_news

IRA#1
SSemiconductors has a price of 12.55, a sell price 11.92, a rank of 01, and is a hold. (ETF – XSD, SMH)

IRA#2
SSemiconductors has a price of 12.55, a sell price 11.92, a rank of 01, and is a hold. (ETF – XSD, SMH)
SWireless has a price of 11.23, a sell price 10.67, a rank of 10, and is a hold. (ETF – IYZ, XTL)
SAutomotive has a price of 37.30, a sell price 35.53, a rank of 11, and is a hold. (ETF – RGI, EXI)
SHealthCareServices has a price of 105.26, a sell price 100.00, a rank of 09, and is a hold. (ETF – GNOM, BBC)
SComputers has a price of 83.82, a sell price 79.63, a rank of 03 and is a buy.

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).
20.24 01-28 FSELX 12.55 SSemiconductors NO 10
15.35 02-06 FBIOX 22.26 SBiotechnology NO 19
15.20 03-07 FDCPX 83.82 SComputers YES 73
14.94 04-06 FPHAX 23.41 SPharmaceuticals NO 20
14.77 05-04 FSESX 24.51 SEnergyServices YES 21
14.52 06-11 FSPTX 19.97 STechnology YES 17
13.48 07-03 FHKCX 39.60 ChinaRegion YES 35
13.47 08-03 FLATX 29.47 LatinAmerica YES 26
13.11 09-07 FSJCX 105.26 SHealthCareServices YES 93
12.39 10-20 FWRLX 11.23 SWireless YES 10
12.22 11-12 FSAVX 37.30 SAutomotive NO 33
11.86 12-01 FSAGX 23.91 SGold NO 21
11.57 13-02 FSPHX 28.75 SHealthCare YES 26
11.55 14-07 FOCPX 12.86 OTCPortfolio YES 12
11.41 15-11 FEXPX 21.90 Export&Multinational NO 20
11.08 16-02 FEMKX 35.14 EmergingMarkets YES 32
11.07 17-11 FSRBX 28.37 SBanking NO 26
10.97 18-03 FSEAX 45.54 EmergingAsia YES 41
10.68 19-02 FNCMX 113.07 NasdaqCompositeIndex YES 102
10.42 20-01 FPBFX 34.63 PacificBasin YES 31
Last Week
21.15 01-27 FSELX 12.51 SSemiconductors YES
15.93 02-05 FBIOX 22.19 SBiotechnology YES
15.36 03-05 FPHAX 23.31 SPharmaceuticals YES
14.69 04-06 FDCPX 82.78 SComputers YES
14.07 05-10 FSPTX 19.74 STechnology YES
13.99 06-03 FSESX 24.23 SEnergyServices YES
13.04 08-06 FSJCX 104.47 SHealthCareServices NO
12.67 09-02 FHKCX 39.04 ChinaRegion YES
12.02 10-19 FWRLX 11.12 SWireless YES
11.92 11-10 FSRBX 28.42 SBanking YES
11.84 12-02 FLATX 28.84 LatinAmerica YES
11.57 13-10 FEXPX 21.80 Export&Multinational YES
11.43 14-01 FSPHX 28.54 SHealthCare YES
11.10 15-06 FOCPX 12.73 OTCPortfolio YES
10.65 16-01 FEMKX 34.80 EmergingMarkets YES
10.50 17-01 FCPGX 27.40 SmallCapGrowth NO
13.25 17-11 FSAVX 37.40 SAutomotive YES
10.47 18-02 FSEAX 45.07 EmergingAsia YES
10.41 19-06 FSLBX 80.97 SBrokerage&InvestmentManagement NO
10.34 20-01 FNCMX 117.01 NasdaqCompositeIndex 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% – SHealthCareServices(FSHCX)(09Dec19) from LatinAmerica(FLATX)(04Nov19)
20% – SAutomotive(FSAVX)(28Oct19) from Cash(16Sep19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
20% – SComputers(FDCPX)(16Dec20 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%

20 December 2019

A good week, a buy week. The sum of all the deviations has been 679, 638, and now 863 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 25, 32, and now 75.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 4% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 5% above its 50 day moving average,
IWM (Russell 2000 ETF) is 5% 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. I am fully invested and none of my investments are rated sell.

I was talking with a 40 year old this week about the fact that his company increased his allowable contribution to his 401k. I suggested he increase it but he said he could not afford to increase it.
A simple calculation indicates if you contribute $1,000 per month, starting at age 25, and can earn 10% per year, at age 65 it will be worth $597,422. Based on the standard rule of thumb, you should be able to withdraw 4% per year without impacting the principal. That would give you an annual income of $23,897 before taxes – not a good retirement.
If you are now 40, you should have about $52k in your 401k. So you either have to contribute more, earn more, or live on $23K at age 65.
But remember 23k will only buy half as much 25 years from now if inflation stays at 2%. Can you live on $11,949 today?
I should have contributed more to my 401k and am contributing more to my present 401k and ROTH IRAs.

I have indicated I really like an ETF PTNQ. Paceretfs.com lists the Pacer ETFs. There are 7 ETFs within the Pacer Trendpilot group. 4 of the funds have been around for at least 200 day. PTNQ is up 22%, PTLC is up 17%, PTEU is up 12% and PTMC is up 3%. If you look at longer periods of time, the returns change. One email I received pointed out that PTLC has the best longer term gain. Review the website and pick the fund(s) which match your goals.

IRA#1
SSemiconductors has a price of 12.51, a sell price 11.88, a rank of 01, and is a hold. (ETF – XSD, SMH)

IRA#2
SSemiconductors has a price of 12.51, a sell price 11.88, a rank of 01, and is a hold. (ETF – XSD, SMH)
SWireless has a price of 11.12, a sell price 10.56, a rank of 10, and is a hold. (ETF – IYZ, XTL)
SAutomotive has a price of 37.40, a sell price 35.53, a rank of 17, and is a hold. (ETF – RGI, EXI)
SHealthCareServices has a price of 104.47, a sell price 99.25, a rank of 13, and is a hold. (ETF – GNOM, BBC)
SComputers has a price of 82.78, a sell price 78.64, a rank of 04 and is a hold. (ETF – SNSR, SMH)
Several Fidelity funds had distributions this week so while the price may be lower, when distribution is considered the adjusted price is higher.

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).
21.15 01-27 FSELX 12.51 SSemiconductors YES
15.93 02-05 FBIOX 22.19 SBiotechnology YES
15.36 03-05 FPHAX 23.31 SPharmaceuticals YES
14.69 04-06 FDCPX 82.78 SComputers YES
14.07 05-10 FSPTX 19.74 STechnology YES
13.99 06-03 FSESX 24.23 SEnergyServices YES
13.04 07-06 FSJCX 104.47 SHealthCareServices NO
12.67 08-02 FHKCX 39.04 ChinaRegion YES
12.02 09-19 FWRLX 11.12 SWireless YES
11.92 10-10 FSRBX 28.42 SBanking YES
11.84 11-02 FLATX 28.84 LatinAmerica YES
11.57 12-10 FEXPX 21.80 Export&Multinational YES
11.43 13-01 FSPHX 28.54 SHealthCare YES
11.10 14-06 FOCPX 12.73 OTCPortfolio YES
10.65 15-01 FEMKX 34.80 EmergingMarkets YES
10.50 16-01 FCPGX 27.40 SmallCapGrowth NO
13.25 17-11 FSAVX 37.40 SAutomotive YES
10.47 18-02 FSEAX 45.07 EmergingAsia YES
10.41 19-06 FSLBX 80.97 SBrokerage&InvestmentManagement NO
10.34 20-01 FNCMX 117.01 NasdaqCompositeIndex YES
Last Week
18.60 01-26 FSELX 12.51 SSemiconductors NO
14.45 02-04 FBIOX 22.89 SBiotechnology NO
13.43 03-15 FDCPX 84.91 SComputers YES
13.06 04-04 FPHAX 24.01 SPharmaceuticals YES
12.35 05-09 FSPTX 19.66 STechnology NO
12.32 06-02 FSESX 23.75 SEnergyServices YES
11.42 07-01 FHKCX 38.35 ChinaRegion YES
11.23 08-09 FEXPX 21.79 Export&Multinational NO
11.19 09-09 FSRBX 29.15 SBanking YES
10.99 10-10 FSAVX 37.74 SAutomotive NO
10.49 11-05 FSLBX 82.79 SBrokerage&InvestmentManagement NO
10.29 12-18 FWRLX 11.18 SWireless NO
10.25 13-05 FSJCX 101.47 SHealthCareServices NO
9.82 14-09 FGRIX 42.10 Growth&Income NO
9.66 15-06 FIDSX 11.36 SFinancialServices NO
9.50 16-08 FLCSX 34.21 LargeCapStock NO
9.50 17-01 FPBFX 33.97 PacificBasin YES
9.47 18-05 FOCPX 12.60 OTCPortfolio NO
9.43 19-01 FSEAX 44.40 EmergingAsia YES
9.38 20-01 FLATX 28.03 LatinAmerica 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% – SHealthCareServices(FSHCX)(09Dec19) from LatinAmerica(FLATX)(04Nov19)
20% – SAutomotive(FSAVX)(28Oct19) from Cash(16Sep19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
20% – SComputers(FDCPX)(16Dec20 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%

13 December 2019

A good week, a buy week. The sum of all the deviations has been 678, 679, and now 738 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 10, 25, and now 32.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 4% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 4% 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.

Last week I reported that for November IRA#1 gain was 6%, IRA#2 gain was 1%, and PTNQ gain was 4%.
On my 08Nov report I reviewed a way to use the Fidelity Daily pricing information as a simple way to identify the best funds.
If you had invested in the top 10 1-month best funds which Fidelity reported through the end October your November gain would have been 2%.
Investing in the top 5 1-month best funds would have November gain of 3%.
Reviewing the top 10 3-month best funds, the November gain was 5%, the top 5 3-month best funds November gain was 7%.
Fidelity produces the numbers monthly, only one time a month is required to decide investments, and no calculations are required.
Just remember to hold the investment for at least 30 days, and avoid some foreign funds such as FICDX, FHKCX, FSEAX, FEMKX, FIEUX, FJPNX, FJSCX, FLATX, FNORX, and FPBFX. Fidelity can impose restrictions on reinvesting if you sell too many of these foreign funds within 90 days.

IRA#1
SSemiconductors has a price of 12.51, a sell price 11.88, a rank of 01, and is a hold. (ETF – XSD, SMH)

IRA#2
SSemiconductors has a price of 12.51, a sell price 11.88, a rank of 01, and is a hold. (ETF – XSD, SMH)
SConstructionandHousing has a price of 64.11, a sell price 62.26, a rank of 51, and is a SELL. (ETF – ITB, PKB)
SWireless has a price of 11.18, a sell price 10.62, a rank of 12, and is a hold. (ETF – IYZ, XTL)
SAutomotive has a price of 37.74, a sell price 35.85, a rank of 10, and is a hold. (ETF – RGI, EXI)
SHealthCareServices has a price of 101.47, a sell price 97.18, a rank of 13, and is a hold. (ETF – GNOM, BBC)
SComputers has a price of 84.91, a sell price TBD, a rank of 03 and is a buy.

My investment changes this weekend:
IRA #1 – none
IRA #2 – exchange SConstructionandHousing into SComputers

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).
18.60 01-26 FSELX 12.51 SSemiconductors NO
14.45 02-04 FBIOX 22.89 SBiotechnology NO
13.43 03-15 FDCPX 84.91 SComputers YES
13.06 04-04 FPHAX 24.01 SPharmaceuticals YES
12.35 05-09 FSPTX 19.66 STechnology NO
12.32 06-02 FSESX 23.75 SEnergyServices YES
11.42 07-01 FHKCX 38.35 ChinaRegion YES
11.23 08-09 FEXPX 21.79 Export&Multinational NO
11.19 09-09 FSRBX 29.15 SBanking YES
10.99 10-10 FSAVX 37.74 SAutomotive NO
10.49 11-05 FSLBX 82.79 SBrokerage&InvestmentManagement NO
10.29 12-18 FWRLX 11.18 SWireless NO
10.25 13-05 FSJCX 101.47 SHealthCareServices NO
9.82 14-09 FGRIX 42.10 Growth&Income NO
9.66 15-06 FIDSX 11.36 SFinancialServices NO
9.50 16-08 FLCSX 34.21 LargeCapStock NO
9.50 17-01 FPBFX 33.97 PacificBasin YES
9.47 18-05 FOCPX 12.60 OTCPortfolio NO
9.43 19-01 FSEAX 44.40 EmergingAsia YES
9.38 20-01 FLATX 28.03 LatinAmerica YES
Last Week
15.08 01-25 FSELX 12.02 SSemiconductors NO
13.91 02-03 FBIOX 22.61 SBiotechnology NO
11.74 03-04 FSHCX 102.29 SHealthCareServices YES
11.24 04-08 FSPTX 19.34 STechnology NO
11.10 05-04 FSLBX 82.79 SBrokerage&InvestmentManagement YES
11.06 06-08 FEXPX 21.63 Export&Multinational NO
10.66 07-03 FPHAX 23.34 SPharmaceuticals YES
10.45 08-14 FDCPX 82.10 SComputers YES
10.15 09-09 FSAVX 37.24 SAutomotive NO
10.01 10-08 FSRBX 28.67 SBanking YES
9.76 11-02 FCPGX 27.20 SmallCapGrowth YES
9.42 12-08 FGRIX 41.73 Growth&Income NO
9.06 13-05 FIDSX 11.24 SFinancialServices NO
9.01 14-17 FWRLX 10.99 SWireless NO
9.00 15-02 FSMEX 60.06 SMedicalTechnologyandDevices NO
8.99 16-07 FLCSX 33.88 LargeCapStock NO
8.71 17-06 FDGFX 30.75 DividendGrowth NO
8.71 18-04 FOCPX 12.45 OTCPortfolio NO
8.39 19-01 FSESX 22.77 SEnergyServices YES
8.36 20-01 FIGFX 15.54 InternationalGrowth 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% – SComputers(FDCPX)(16Dec20 From SConstructionandHousing(FSHOX)
20% – SHealthCareServices(FSHCX)(09Dec19) from LatinAmerica(FLATX)(04Nov19)
20% – SAutomotive(FSAVX)(28Oct19) from Cash(16Sep19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
(16Sep19)
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
Nov19 1m+1% 3m+1% 6m+8% 12m+3%
Average annual return since 1/82 na%

06 December 2019

A good week, a buy week. The sum of all the deviations has been 615, 678, and now 679 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 08, 10, and now 25.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 4% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 4% above its 50 day moving average,
IWM (Russell 2000 ETF) is 5% 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.

Over the last months ending in November my investments are:
IRA#1 1m 6%, 3m -0%, 6m 23%, 12m 2%
IRA#2 1m 1%, 3m 1%, 6m 8%, 12m 3%
PTNQ 1m 4%, 3m 10%, 6m 18%, 12m 20%

IRA#1
SSemiconductors has a price of 12.02, a sell price 11.59, a rank of 01, and is a hold. (ETF – XSD, SMH)

IRA#2
SSemiconductors has a price of 12.02, a sell price 11.59, a rank of 01, and is a hold. (ETF – XSD, SMH)
SConstructionandHousing has a price of 64.62, a sell price 62.26, a rank of 21, and is a hold for now. (ETF – ITB, PKB)
SWireless has a price of 10.99, a sell price 10.49, a rank of 14, and is a hold. (ETF – IYZ, XTL)
SAutomotive has a price of 37.24, a sell price 35.68, a rank of 09, and is a hold. (ETF – RGI, EXI)
LatinAmerica has a price of 27.29, a sell price 25.93, a rank of 41, and is a sell since I’ve owned it for more than 30 days.
SHealthCareServices has a price of 102.29, a sell price TBD, a rank of 03, and is a buy. (ETF – GNOM, BBC)

My investment changes this weekend:
IRA #1 – none
IRA #2 – sell LatinAmerica and buy SHealthCareServices

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).
15.08 01-25 FSELX 12.02 SSemiconductors NO
13.91 02-03 FBIOX 22.61 SBiotechnology NO
11.74 03-04 FSHCX 102.29 SHealthCareServices YES
11.24 04-08 FSPTX 19.34 STechnology NO
11.10 05-04 FSLBX 82.79 SBrokerage&InvestmentManagement YES
11.06 06-08 FEXPX 21.63 Export&Multinational NO
10.66 07-03 FPHAX 23.34 SPharmaceuticals YES
10.45 08-14 FDCPX 82.10 SComputers YES
10.15 09-09 FSAVX 37.24 SAutomotive NO
10.01 10-08 FSRBX 28.67 SBanking YES
9.76 11-02 FCPGX 27.20 SmallCapGrowth YES
9.42 12-08 FGRIX 41.73 Growth&Income NO
9.06 13-05 FIDSX 11.24 SFinancialServices NO
9.01 14-17 FWRLX 10.99 SWireless NO
9.00 15-02 FSMEX 60.06 SMedicalTechnologyandDevices NO
8.99 16-07 FLCSX 33.88 LargeCapStock NO
8.71 17-06 FDGFX 30.75 DividendGrowth NO
8.71 18-04 FOCPX 12.45 OTCPortfolio NO
8.39 19-01 FSESX 22.77 SEnergyServices YES
8.36 20-01 FIGFX 15.54 InternationalGrowth YES
Last Week
16.39 01-24 FSELX 12.06 SSemiconductors NO
14.04 02-02 FBIOX 22.47 SBiotechnology YES
12.48 03-07 FSPTX 19.44 STechnology NO
11.51 04-03 FSHCX 101.45 SHealthCareServices YES
11.35 05-07 FEXPX 21.56 Export&Multinational NO
10.90 06-03 FSLBX 82.16 SBrokerage&InvestmentManagement YES
10.45 07-08 FSAVX 37.14 SAutomotive NO
10.35 08-13 FDCPX 81.57 SComputers NO
9.95 09-02 FPHAX 23.06 SPharmaceuticals YES
9.93 10-16 FWRLX 11.03 SWireless NO
9.78 11-34 FSHOX 65.21 SConstructionandHousing NO
9.62 12-07 FSRBX 28.42 SBanking NO
9.60 13-01 FCPGX 27.02 SmallCapGrowth NO
9.52 14-07 FGRIX 41.56 Growth&Income NO
9.23 15-01 FSCSX 20.05 SSoftware&ITServices NO
9.12 16-03 FOCPX 12.44 OTCPortfolio NO
9.09 17-04 FIDSX 11.19 SFinancialServices NO
9.04 18-01 FSMEX 59.80 SMedicalTechnologyandDevices NO
9.03 19-06 FLCSX 33.73 LargeCapStock NO
8.82 20-05 FDGFX 30.64 DividendGrowth 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))
Sep19 1m-2 3m+1% 6m+1% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
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% – SConstructionandHousing(FSHOX)(16Sep19) from Cash(26Aug19)
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
Sep19 1m-11% 3m+1% 6m+0% 12m-14% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%

29 November 2019

A good week, not a buy week. The sum of all the deviations has been 684, 615, and now 678 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 30, 08, and now 10.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 4% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 5% 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.
Not a time to buy – Sum of all deviations is not up 2 weeks in a row.

Another week and I will dump LatinAmerica and maybe buy another fund.

IRA#1
SSemiconductors has a price of 12.06, a sell price 11.59, a rank of 01, and is a hold. (ETF – XSD, SMH)

IRA#2
SSemiconductors has a price of 12.06, a sell price 11.59, a rank of 01, and is a hold. (ETF – XSD, SMH)
SConstructionandHousing has a price of 65.21, a sell price 62.26, a rank of 11, and is a hold. (ETF – ITB, PKB)
SWireless has a price of 11.03, a sell price 10.49, a rank of 10, and is a hold. (ETF – IYZ, XTL)
SAutomotive has a price of 37.14, a sell price 35.68, a rank of 07, and is a hold. (ETF – RGI, EXI)
LatinAmerica has a price of 26.90, a sell price 26.21, a rank of 94, and is a hold for now. (ETF – EWW, GXG)
LatinAmerica cannot be sold until 12/04 without getting restrictions on future buying and a lecture.

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).
16.39 01-24 FSELX 12.06 SSemiconductors NO
14.04 02-02 FBIOX 22.47 SBiotechnology YES
12.48 03-07 FSPTX 19.44 STechnology NO
11.51 04-03 FSJCX 101.45 SHealthCareServices YES
11.35 05-07 FEXPX 21.56 Export&Multinational NO
10.90 06-03 FSLBX 82.16 SBrokerage&InvestmentManagement YES
10.45 07-08 FSAVX 37.14 SAutomotive NO
10.35 08-13 FDCPX 81.57 SComputers NO
9.95 09-02 FPHAX 23.06 SPharmaceuticals YES
9.93 10-16 FWRLX 11.03 SWireless NO
9.78 11-34 FSHOX 65.21 SConstructionandHousing NO
9.62 12-07 FSRBX 28.42 SBanking NO
9.60 13-01 FCPGX 27.02 SmallCapGrowth NO
9.52 14-07 FGRIX 41.56 Growth&Income NO
9.23 15-01 FSCSX 20.05 SSoftware&ITServices NO
9.12 16-03 FOCPX 12.44 OTCPortfolio NO
9.09 17-04 FIDSX 11.19 SFinancialServices NO
9.04 18-01 FSMEX 59.80 SMedicalTechnologyandDevices NO
9.03 19-06 FLCSX 33.73 LargeCapStock NO
8.82 20-05 FDGFX 30.64 DividendGrowth NO

Last Week
15.94 01-23 FSELX 11.91 SSemiconductors NO
11.87 02-06 FEXPX 21.53 Export&Multinational NO
11.38 03-02 FSJCX 100.72 SHealthCareServices YES
11.13 04-06 FSPTX 19.08 STechnology NO
10.43 05-07 FSAVX 36.93 SAutomotive NO
10.27 06-12 FDCPX 81.07 SComputers NO
10.09 07-02 FSLBX 81.09 SBrokerage&InvestmentManagement YES
9.94 08-06 FGRIX 41.51 Growth&Income NO
9.57 09-01 FBIOX 21.43 SBiotechnology YES
9.41 10-06 FSRBX 28.22 SBanking NO
9.29 11-05 FLCSX 33.65 LargeCapStock NO
9.19 12-33 FSHOX 64.53 SConstructionandHousing NO
9.12 13-04 FDGFX 30.58 DividendGrowth NO
9.10 14-15 FWRLX 10.89 SWireless NO
8.92 15-01 FSMVX 23.43 MidCapValueIndex NO
8.74 16-03 FIDSX 11.10 SFinancialServices NO
8.71 17-01 FPHAX 22.68 SPharmaceuticals YES
8.23 18-03 FSDAX 19.18 SDefense&Aerospace NO
8.03 19-07 FHKCX 36.91 ChinaRegion NO
7.88 20-02 FOCPX 12.24 OTCPortfolio 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))
Sep19 1m-2 3m+1% 6m+1% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – LatinAmerica(FLATX)(04Nov19) from SDefense&Aerospace(FSDAX)(25Feb19)
20% – SAutomotive(FSAVX)(28Oct19) from Cash(16Sep19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
20% – SConstructionandHousing(FSHOX)(16Sep19) from Cash(26Aug19)
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
Sep19 1m-11% 3m+1% 6m+0% 12m-14% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%

22 November 2019

Not a good week, not a buy week. The sum of all the deviations has been 642, 684, and now 615 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 58, 30, 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 4% 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 looks like the market is pausing for a while.

IRA#1
SSemiconductors has a price of 11.91, a sell price 11.59, a rank of 01, and is a hold. (ETF – XSD, SMH)

IRA#2
SSemiconductors has a price of 11.91, a sell price 11.59, a rank of 01, and is a hold. (ETF – XSD, SMH)
SConstructionandHousing has a price of 64.53, a sell price 62.26, a rank of 12, and is a hold. (ETF – ITB, PKB)
SWireless has a price of 10.89, a sell price 10.49, a rank of 14, and is a hold. (ETF – IYZ, XTL)
SAutomotive has a price of 36.93, a sell price 35.68, a rank of 05, and is a hold. (ETF – RGI, EXI)
LatinAmerica has a price of 27.45, a sell price 26.21, a rank of 47, and is a hold for now. (ETF – EWW, GXG)
LatinAmerica cannot be sold until 12/04 without getting restrictions on future buying and a lecture.

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).
15.94 01-23 FSELX 11.91 SSemiconductors NO
11.87 02-06 FEXPX 21.53 Export&Multinational NO
11.38 03-02 FSJCX 100.72 SHealthCareServices YES
11.13 04-06 FSPTX 19.08 STechnology NO
10.43 05-07 FSAVX 36.93 SAutomotive NO
10.27 06-12 FDCPX 81.07 SComputers NO
10.09 07-02 FSLBX 81.09 SBrokerage&InvestmentManagement YES
9.94 08-06 FGRIX 41.51 Growth&Income NO
9.57 09-01 FBIOX 21.43 SBiotechnology YES
9.41 10-06 FSRBX 28.22 SBanking NO
9.29 11-05 FLCSX 33.65 LargeCapStock NO
9.19 12-33 FSHOX 64.53 SConstructionandHousing NO
9.12 13-04 FDGFX 30.58 DividendGrowth NO
9.10 14-15 FWRLX 10.89 SWireless NO
8.92 15-01 FSMVX 23.43 MidCapValueIndex NO
8.74 16-03 FIDSX 11.10 SFinancialServices NO
8.71 17-01 FPHAX 22.68 SPharmaceuticals YES
8.23 18-03 FSDAX 19.18 SDefense&Aerospace NO
8.03 19-07 FHKCX 36.91 ChinaRegion NO
7.88 20-02 FOCPX 12.24 OTCPortfolio NO
Last Week
19.77 01-22 FSELX 12.20 SSemiconductors NO
13.37 02-11 FDCPX 82.90 SComputers YES
12.83 03-05 FEXPX 21.58 Export&Multinational NO
12.73 04-05 FSAVX 37.49 SAutomotive NO
12.49 05-39 FSPTX 19.20 STechnology YES
11.44 06-32 FSHOX 65.54 SConstructionandHousing NO
11.04 07-14 FWRLX 11.03 SWireless NO
10.62 08-05 FGRIX 41.55 Growth&Income NO
10.12 09-02 FSDAX 19.43 SDefense&Aerospace YES
9.93 10-03 FDGFX 30.66 DividendGrowth NO
9.91 11-01 FSJCX 98.79 SHealthCareServices YES
9.82 12-03 FLCSX 33.65 LargeCapStock NO
9.56 13-05 FSRBX 28.12 SBanking NO
9.00 14-01 FSLBX 79.86 SBrokerage&InvestmentManagement YES
8.85 15-02 FIDSX 11.06 SFinancialServices NO
8.42 16-01 FOCPX 12.25 OTCPortfolio YES
8.40 17-07 FHKCX 36.88 ChinaRegion NO
8.33 18-02 FDVLX 11.10 Value NO
8.29 19-02 FSCSX 19.70 SSoftware&ITServices YES
8.10 20-02 FSAIX 80.94 SAirTransportation 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))
Sep19 1m-2 3m+1% 6m+1% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – LatinAmerica(FLATX)(04Nov19) from SDefense&Aerospace(FSDAX)(25Feb19)
20% – SAutomotive(FSAVX)(28Oct19) from Cash(16Sep19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
20% – SConstructionandHousing(FSHOX)(16Sep19) from Cash(26Aug19)
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
Sep19 1m-11% 3m+1% 6m+0% 12m-14% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%

15 November 2019

A good week, a buy week. The sum of all the deviations has been 611, 642, and now 684 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 68, 58, and now 30.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 4% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 5% 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.
A time to buy – Sum of all deviations is up 2 weeks in a row.

I listen to a podcast by Tracey Ryniec from Zacks.com. For several weeks she has been suggesting we should sign up for the $1 for 30 days promotion at
zacks.com/promo. The promo covers 20 Zacks portfolios. I am sure after the $1 month each portfolio costs. But for $1 for 30 days it is worth looking to see if something seems to be the type of portfolio you would like.

IRA#1
SSemiconductors has a price of 12.20, a sell price 11.59, a rank of 01, and is a hold. (ETF – XSD, SMH)

IRA#2
SSemiconductors has a price of 12.20, a sell price 11.59, a rank of 01, and is a hold. (ETF – XSD, SMH)
SConstructionandHousing has a price of 65.54, a sell price 62.26, a rank of 06, and is a hold. (ETF – ITB, PKB)
SWireless has a price of 11.02, a sell price 10.49, a rank of 07, and is a hold. (ETF – IYZ, XTL)
SAutomotive has a price of 37.49, a sell price 35.68, a rank of 04, and is a hold. (ETF – RGI, EXI)
LatinAmerica has a price of 27.59, a sell price 26.21, a rank of 34, and is a hold for now. (ETF – EWW, GXG)
LatinAmerica cannot be sold until 12/04 without getting restrictions on future buying and a lecture.

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).
%Dev Rnk SYMB Price Name 2 UP?
19.77 01-22 FSELX 12.20 SSemiconductors NO
13.37 02-11 FDCPX 82.90 SComputers YES
12.83 03-05 FEXPX 21.58 Export&Multinational NO
12.73 04-05 FSAVX 37.49 SAutomotive NO
12.49 05-39 FSPTX 19.20 STechnology YES
11.44 06-32 FSHOX 65.54 SConstructionandHousing NO
11.04 07-14 FWRLX 11.03 SWireless NO
10.62 08-05 FGRIX 41.55 Growth&Income NO
10.12 09-02 FSDAX 19.43 SDefense&Aerospace YES
9.93 10-03 FDGFX 30.66 DividendGrowth NO
9.91 11-01 FSJCX 98.79 SHealthCareServices YES
9.82 12-03 FLCSX 33.65 LargeCapStock NO
9.56 13-05 FSRBX 28.12 SBanking NO
9.00 14-01 FSLBX 79.86 SBrokerage&InvestmentManagement YES
8.85 15-02 FIDSX 11.06 SFinancialServices NO
8.42 16-01 FOCPX 12.25 OTCPortfolio YES
8.40 17-07 FHKCX 36.88 ChinaRegion NO
8.33 18-02 FDVLX 11.10 Value NO
8.29 19-02 FSCSX 19.70 SSoftware&ITServices YES
8.10 20-02 FSAIX 80.94 SAirTransportation NO
Last Week
20.93 01-21 FSELX 12.19 SSemiconductors YES
13.70 02-04 FSAVX 37.56 SAutomotive YES
13.55 03-04 FEXPX 21.57 Export&Multinational YES
11.84 04-10 FDCPX 81.20 SComputers YES
11.79 05-13 FWRLX 11.04 SWireless YES
11.57 06-06 FHKCX 37.79 ChinaRegion YES
11.29 07-04 FSRBX 28.42 SBanking YES
11.11 08-38 FSPTX 18.84 STechnology YES
10.82 09-04 FGRIX 41.39 Growth&Income YES
10.51 10-02 FDGFX 30.66 DividendGrowth YES
10.03 11-02 FLCSX 33.54 LargeCapStock YES
9.89 12-31 FSHOX 64.24 SConstructionandHousing NO
9.45 13-01 FIDSX 11.07 SFinancialServices YES
9.26 14-05 FISVX 21.04 SmallCapValueIndex YES
8.92 15-01 FSMVX 23.24 MidCapValueIndex YES
8.84 16-03 FSEAX 46.22 EmergingAsia YES
8.58 17-02 FPBFX 33.34 PacificBasin YES
8.42 18-01 FDVLX 11.06 Value YES
8.39 19-01 FSAIX 80.81 SAirTransportation YES
7.80 20-01 FSDAX 18.92 SDefense&Aerospace 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))
Sep19 1m-2 3m+1% 6m+1% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – LatinAmerica(FLATX)(04Nov19) from SDefense&Aerospace(FSDAX)(25Feb19)
20% – SAutomotive(FSAVX)(28Oct19) from Cash(16Sep19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
20% – SConstructionandHousing(FSHOX)(16Sep19) from Cash(26Aug19)
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
Sep19 1m-11% 3m+1% 6m+0% 12m-14% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%

08 November 2019

A good week, a buy week. The sum of all the deviations has been 481, 611, and now 642 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 56, 68, and now 58.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 3% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 5% 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.

I’ve been looking for a simple way to allow anyone to get their own investment ideas so try this: Go to Fidelity.com. Click on the investment products tab. Click on mutual Funds. Click on Pricing, Distributions, and Shareholder Information. Click on Daily pricing for all Fidelity Funds. Verify the Mutual Fund Results are for the previous month. Click on Short Term Performance. Click on 3 Month – to sort by last 3 month gain. Record the top 10 funds. Click on 1 month gain. Record the top 10 funds.

If you had invested in the top 10 3 month gain funds when the October report was published, and sold them when the next report came out, you would have made 1.4% If you had invested in the top 10 1 month gain funds when the October report was published, and sold them when the next report came out, you would have made 2.1%. Since the Fidelity produces the report about the 4th of the month, you gains will be more or less.

IRA#1
SSemiconductors has a price of 12.08, a sell price 11.48, a rank of 01, and is a hold. (ETF – XSD, SMH)

IRA#2
SSemiconductors has a price of 12.08, a sell price 11.48, a rank of 01, and is a hold. (ETF – XSD, SMH)
SConstructionandHousing has a price of 64.24, a sell price 62.21, a rank of 12, and is a hold. (ETF – ITB, PKB)
SWireless has a price of 11.04, a sell price 10.49, a rank of 05, and is a hold. (ETF – IYZ, XTL)
SAutomotive has a price of 37.56, a sell price 35.68, a rank of 02, and is a hold. (ETF – RGI, EXI)
LatinAmerica has a price of 27.55, a sell price 35.68, a rank of 34, and is a hold for now. (ETF – EWW, GXG)
It was sure a bad time to buy LatinAmerica.

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).
%Dev Rnk SYMB Price Fund Name 2wk UP?
Dev Rnk SYMB Price Name 2 UP?
20.93 01-21 FSELX 12.19 SSemiconductors YES
13.70 02-04 FSAVX 37.56 SAutomotive YES
13.55 03-04 FEXPX 21.57 Export&Multinational YES
11.84 04-10 FDCPX 81.20 SComputers YES
11.79 05-13 FWRLX 11.04 SWireless YES
11.57 06-06 FHKCX 37.79 ChinaRegion YES
11.29 07-04 FSRBX 28.42 SBanking YES
11.11 08-38 FSPTX 18.84 STechnology YES
10.82 09-04 FGRIX 41.39 Growth&Income YES
10.51 10-02 FDGFX 30.66 DividendGrowth YES
10.03 11-02 FLCSX 33.54 LargeCapStock YES
9.89 12-31 FSHOX 64.24 SConstructionandHousing NO
9.45 13-01 FIDSX 11.07 SFinancialServices YES
9.26 14-05 FISVX 21.04 SmallCapValueIndex YES
8.92 15-01 FSMVX 23.24 MidCapValueIndex YES
8.84 16-03 FSEAX 46.22 EmergingAsia YES
8.58 17-02 FPBFX 33.34 PacificBasin YES
8.42 18-01 FDVLX 11.06 Value YES
8.39 19-01 FSAIX 80.81 SAirTransportation YES
7.80 20-01 FSDAX 18.92 SDefense&Aerospace YES
Last Week
17.36 01-20 FSELX 11.70 SSemiconductors YES
12.60 02-30 FSHOX 65.48 SConstructionandHousing NO
12.06 03-07 FLATX 28.78 LatinAmerica YES
11.57 04-03 FSAVX 36.59 SAutomotive YES
11.19 05-09 FDCPX 80.23 SComputers NO
10.86 06-03 FEXPX 20.91 Export&Multinational YES
10.75 07-12 FWRLX 10.87 SWireless NO
10.34 08-37 FSPTX 18.60 STechnology YES
9.19 09-05 FHKCX 36.76 ChinaRegion YES
8.91 10-04 FISVX 20.87 SmallCapValueIndex YES
8.44 11-03 FGRIX 40.27 Growth&Income YES
8.41 12-03 FSRBX 27.52 SBanking YES
8.27 13-22 FSAGX 22.71 SGold NO
8.22 14-01 FPBFX 33.08 PacificBasin YES
8.18 15-01 FLCSX 32.80 LargeCapStock YES
8.03 16-01 FIGFX 15.33 InternationalGrowth YES
7.88 17-02 FPHAX 22.23 SPharmaceuticals YES
7.82 18-01 FDGFX 29.75 DividendGrowth YES
7.81 19-02 FSEAX 45.57 EmergingAsia YES
7.56 12-08 FRESX 47.30 RealEstateInvestment 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))
Sep19 1m-2 3m+1% 6m+1% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – LatinAmerica(FLATX)(04Nov19) from SDefense&Aerospace(FSDAX)(25Feb19)
20% – SAutomotive(FSAVX)(28Oct19) from Cash(16Sep19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
20% – SConstructionandHousing(FSHOX)(16Sep19) from Cash(26Aug19)
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
Sep19 1m-11% 3m+1% 6m+0% 12m-14% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%

01 November 2019

A good week, a buy week. The sum of all the deviations has been 400, 481, and now 611 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 50, 56, and now 68.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 3% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 4% 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.

I have had a too busy week.

IRA#1
SSemiconductors has a price of 11.70, a sell price 11.12, a rank of 01, and is a hold. (ETF – XSD, SMH)

IRA#2
SDefense&Aerospace has a price of 18.65 a sell price 17.78, a rank of 28, and is a sell. (ETF – ITA, XAR)
SSemiconductors has a price of 11.70, a sell price 11.12, a rank of 01, and is a hold. (ETF – XSD, SMH)
SConstructionandHousing has a price of 65.48, a sell price 62.21, a rank of 02, and is a hold. (ETF – ITB, PKB)
SWireless has a price of 10.87, a sell price 10.33, a rank of 07, and is a hold. (ETF – IYZ, XTL)
SAutomotive has a price of 36.59, a sell price 34.76, a rank of 04, and is a hold. (ETF – RGI, EXI)
LatinAmerica has a price of 28.78, a sell price TPD, a rank of 03, and is a Buy. (ETF – EWW, GXG)

My investment changes this weekend:
IRA #1 – none
IRA #2 – Selling SFefense&Aerospace and purchasing LatinAmerica

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).
%Dev Rnk SYMB Price Fund Name 2wk UP?
17.36 01-20 FSELX 11.70 SSemiconductors YES
12.60 02-30 FSHOX 65.48 SConstructionandHousing NO
12.06 03-07 FLATX 28.78 LatinAmerica YES
11.57 04-03 FSAVX 36.59 SAutomotive YES
11.19 05-09 FDCPX 80.23 SComputers NO
10.86 06-03 FEXPX 20.91 Export&Multinational YES
10.75 07-12 FWRLX 10.87 SWireless NO
10.34 08-37 FSPTX 18.60 STechnology YES
9.19 09-05 FHKCX 36.76 ChinaRegion YES
8.91 10-04 FISVX 20.87 SmallCapValueIndex YES
8.44 11-03 FGRIX 40.27 Growth&Income YES
8.41 12-03 FSRBX 27.52 SBanking YES
8.27 13-22 FSAGX 22.71 SGold NO
8.22 14-01 FPBFX 33.08 PacificBasin YES
8.18 15-01 FLCSX 32.80 LargeCapStock YES
8.03 16-01 FIGFX 15.33 InternationalGrowth YES
7.88 17-02 FPHAX 22.23 SPharmaceuticals YES
7.82 18-01 FDGFX 29.75 DividendGrowth YES
7.81 19-02 FSEAX 45.57 EmergingAsia YES
7.56 12-08 FRESX 47.30 RealEstateInvestment NO
Last Week
15.51 01-19 FSELX 11.41 SSemiconductors NO
12.31 02-29 FSHOX 64.88 SConstructionandHousing NO
10.53 03-02 FSAVX 36.03 SAutomotive YES
9.99 04-06 FLATX 28.07 LatinAmerica YES
9.64 05-11 FWRLX 10.70 SWireless NO
8.74 06-22 FSAGX 22.71 SGold NO
8.67 07-03 FEXPX 20.38 Export&Multinational YES
8.44 08-36 FSPTX 18.18 STechnology NO
7.80 09-07 FRESX 47.22 RealEstateInvestment NO
7.80 10-03 FISVX 20.56 SmallCapValueIndex YES
7.66 11-02 FSRBX 27.21 SBanking YES
7.36 12-08 FDCPX 77.01 SComputers NO
7.27 13-04 FHKCX 35.94 ChinaRegion NO
7.15 14-06 FSRNX 17.57 RealEstateIndex NO
7.03 15-11 FIUIX 28.96 Telecom&Utilities NO
6.93 16-11 FSUTX 96.33 SUtilities NO
6.92 17-02 FGRIX 39.53 Growth&Income YES
6.14 18-02 FIDSX 10.64 SFinancialServices YES
5.95 19-01 FSEAX 44.60 EmergingAsia YES
5.94 20-01 FPHAX 21.74 SPharmaceuticals 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))
Sep19 1m-2 3m+1% 6m+1% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – LatinAmerica(FLATX)(04Nov19) from SDefense&Aerospace(FSDAX)(25Feb19)
20% – SAutomotive(FSAVX)(28Oct19) from Cash(16Sep19)
20% – SWireless(FWRLX)(21Oct19) from Cash(26Aug19)
20% – SConstructionandHousing(FSHOX)(16Sep19) from Cash(26Aug19)
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
Sep19 1m-11% 3m+1% 6m+0% 12m-14% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%