Author: Flynn

A good week, a buy week. The sum of all the deviations has been 349, 400, and now 481 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 26, 60, and now 56.
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 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.

November has traditionally been the start of the 6 months growth season – which ends in “sell in May and go away.” Last year it was not true as the Federal Reserve Board (FRB) decided to raise interest rates and the market fell through the end of December. Then the FRB changed their mind and the market started up.
It should be noted that Fidelity had dropped commissions on all ETFs and management fees on some index funds. The only “expensive” investments are standard mutual funds which have sell restrictions, management fees, and short therm trading fees. Time to get out of mutuals and into ETFs.

IRA#1
SSemiconductors has a price of 11.41, a sell price 10.84, a rank of 01, and is a hold. (ETF – XSD, SMH)

IRA#2
SDefense&Aerospace has a price of 18.12 a sell price 17.78, a rank of 60, and is a hold for now. (ETF – ITA, XAR)
SSemiconductors has a price of 11.41, a sell price 10.84, a rank of 01, and is a hold. (ETF – XSD, SMH)
SConstructionandHousing has a price of 64.88, a sell price 61.64, a rank of 02, and is a hold. (ETF – ITB, PKB)
SWireless has a price of 10.70, a sell price 10.17, a rank of 05, and is a hold. (ETF – IYZ, XTL)
SAutomotive has a price of 26.03, a sell price TPD, a rank of 03, and is a Buy. (ETF – RGI, EXI)

My investment changes this weekend:
IRA #1 – none
IRA #2 – Invest 20% in SAutomotive

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?
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
Last Week
12.65 01-28 FSHOX 64.65 SConstructionandHousing NO
10.74 02-18 FSELX 10.85 SSemiconductors YES
10.20 03-10 FWRLX 10.70 SWireless YES
8.75 04-06 FRESX 47.44 RealEstateInvestment NO
7.91 05-10 FIUIX 29.09 Telecom&Utilities NO
7.78 06-07 FDCPX 77.01 SComputers NO
7.55 07-05 FSRNX 17.57 RealEstateIndex NO
7.32 08-21 FSAGX 22.31 SGold NO
7.17 09-10 FSUTX 96.20 SUtilities NO
6.92 10-01 FSAVX 34.66 SAutomotive NO
6.60 11-02 FEXPX 19.90 Export&Multinational YES
6.37 12-03 FHKCX 35.50 ChinaRegion YES
6.32 13-05 FLATX 26.99 LatinAmerica YES
6.29 14-02 FISVX 20.19 SmallCapValueIndex YES
6.22 15-35 FSPTX 17.73 STechnology YES
6.01 16-01 FDEGX 48.83 Growth Strategies YES
6.01 17-02 FSRPX 16.56 SRetailing NO
5.67 18-02 FPBFX 32.06 PacificBasin NO
5.44 19-01 FSRBX 26.54 SBanking NO
5.41 20-01 FGRIX 38.83 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))
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% – 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)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
Sep19 1m-11% 3m+1% 6m+0% 12m-14% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%

A good week, a buy week. The sum of all the deviations has been 288, 349, and now 400 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 05, 26, and now 60.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 1% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 1% 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.
A time to buy – Sum of all deviations is up 2 weeks in a row.

Gary Kaltbaum has an 6pm radio show and on his Friday show indicates the growth stocks which led the market up until about 3 months ago are in a bear market. He also commented that it would be difficult for the remaining stocks to continue up without the growth stocks.

IRA#1
SSemiconductors has a price of 10.85, a sell price 10.31, a rank of 02, and is a hold. (ETF – XSD, SMH)

IRA#2
SDefense&Aerospace has a price of 18.02 a sell price 17.78, a rank of 46, and is a hold for now. (ETF – ITA, XAR)
SSemiconductors has a price of 10.85, a sell price 10.55, a rank of 02, and is a hold. (ETF – XSD, SMH)
SConstructionandHousing has a price of 64.65, a sell price 61.42, a rank of 01, and is a hold. (ETF – ITB, PKB)
SWireless has a price of 10.70, a sell price TBD, a rank of 03, and is a Buy. (ETF – IYZ, XTL)

My investment changes this weekend:
IRA #1 – none
IRA #2 – Invest 20% in SWireless

My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 80% invested

The top 20 (out of 100+ I follow) Fidelity funds (percent deviation, rank & weeks on top 20 list, fund symbol, fund price, fund name, and %dev increasing last 2 weeks).
%Dev Rnk SYMB Price Fund Name 2wk UP?
12.65 01-28 FSHOX 64.65 SConstructionandHousing NO
10.74 02-18 FSELX 10.85 SSemiconductors YES
10.20 03-10 FWRLX 10.70 SWireless YES
8.75 04-06 FRESX 47.44 RealEstateInvestment NO
7.91 05-10 FIUIX 29.09 Telecom&Utilities NO
7.78 06-07 FDCPX 77.01 SComputers NO
7.55 07-05 FSRNX 17.57 RealEstateIndex NO
7.32 08-21 FSAGX 22.31 SGold NO
7.17 09-10 FSUTX 96.20 SUtilities NO
6.92 10-01 FSAVX 34.66 SAutomotive NO
6.60 11-02 FEXPX 19.90 Export&Multinational YES
6.37 12-03 FHKCX 35.50 ChinaRegion YES
6.32 13-05 FLATX 26.99 LatinAmerica YES
6.29 14-02 FISVX 20.19 SmallCapValueIndex YES
6.22 15-35 FSPTX 17.73 STechnology YES
6.01 16-01 FDEGX 48.83 Growth Strategies YES
6.01 17-02 FSRPX 16.56 SRetailing NO
5.67 18-02 FPBFX 32.06 PacificBasin NO
5.44 19-01 FSRBX 26.54 SBanking NO
5.41 20-01 FGRIX 38.83 Growth&Income NO
Last Week
11.27 01-17 FSELX 10.84 SSemiconductors YES
11.08 02-27 FSHOX 63.33 SConstructionandHousing NO
9.45 03-09 FWRLX 10.57 SWireless YES
8.12 04-20 FSAGX 22.39 SGold NO
7.84 05-09 FIUIX 28.95 Telecom&Utilities NO
7.84 06-09 FSUTX 96.43 SUtilities NO
7.66 07-34 FSPTX 17.91 STechnology YES
7.64 08-05 FRESX 46.74 RealEstateInvestment NO
7.52 09-06 FDCPX 76.51 SComputers NO
6.81 10-02 FHKCX 35.53 ChinaRegion YES
6.75 11-04 FSRNX 17.37 RealEstateIndex NO
6.17 12-04 FNBGX 14.62 Long-TermTreasuryBondIndex NO
6.07 13-10 FSDAX 18.40 SDefense&Aerospace NO
5.69 14-03 FLATX 26.74 LatinAmerica YES
5.68 15-02 FRIFX 12.64 RealEstateIncome NO
5.13 16-01 FSRPX 16.37 SRetailing NO
5.06 17-01 FPBFX 31.78 PacificBasin NO
4.98 18-01 FEXPX 19.53 Export&Multinational YES
4.96 19-01 FISVX 19.87 SmallCapValueIndex YES
4.94 20-04 FCBFX 12.07 CorporateBond 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% – SWireless(FWRLX)(21Oct19) form Cash(26Aug19)
20% – SConstructionandHousing(FSHOX)(16Sep19) from Cash(26Aug19)
20% – Cash(16Sep19) from SGold(FSAGX)(17Jun19))
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
Sep19 1m-11% 3m+1% 6m+0% 12m-14% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%

A good week, not a buy week. The sum of all the deviations has been 347, 288, and now 349 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 05, 04, and now 26.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 1% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 2% above its 50 day moving average,
IWM (Russell 2000 ETF) is -0% above its 50 day moving average,
SPY and QQQ 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 way to get numbers comparable to my numbers. 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. Click on Short Term Performance. Click on 3 Month – to sort by last 3 month gain. Out of the top 20 funds on that list 10 of them also are on my best funds list for 04Oct. Most of those should be good investments. Just remember to record the purchase price and time when you buy them.

IRA#1
SSemiconductors has a price of 10.84, a sell price 10.30, a rank of 02, and is a hold. (ETF – XSD, SMH)

IRA#2
SDefense&Aerospace has a price of 18.40 a sell price 17.78, a rank of 13, and is a hold. (ETF – ITA, XAR)
SSemiconductors has a price of 10.84, a sell price 10.55, a rank of 01, and is a hold. (ETF – XSD, SMH)
SConstructionandHousing has a price of 63.33, a sell price 60.16, a rank of 02, and is a hold. (ETF – ITB, PKB)

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).
%Dev Rnk SYMB Price Fund Name 2wk UP?
11.27 01-17 FSELX 10.84 SSemiconductors YES
11.08 02-27 FSHOX 63.33 SConstructionandHousing NO
9.45 03-09 FWRLX 10.57 SWireless YES
8.12 04-20 FSAGX 22.39 SGold NO
7.84 05-09 FIUIX 28.95 Telecom&Utilities NO
7.84 06-09 FSUTX 96.43 SUtilities NO
7.66 07-34 FSPTX 17.91 STechnology YES
7.64 08-05 FRESX 46.74 RealEstateInvestment NO
7.52 09-06 FDCPX 76.51 SComputers NO
6.81 10-02 FHKCX 35.53 ChinaRegion YES
6.75 11-04 FSRNX 17.37 RealEstateIndex NO
6.17 12-04 FNBGX 14.62 Long-TermTreasuryBondIndex NO
6.07 13-10 FSDAX 18.40 SDefense&Aerospace NO
5.69 14-03 FLATX 26.74 LatinAmerica YES
5.68 15-02 FRIFX 12.64 RealEstateIncome NO
5.13 16-01 FSRPX 16.37 SRetailing NO
5.06 17-01 FPBFX 31.78 PacificBasin NO
4.98 18-01 FEXPX 19.53 Export&Multinational YES
4.96 19-01 FISVX 19.87 SmallCapValueIndex YES
4.94 20-04 FCBFX 12.07 CorporateBond NO
Last Week
11.35 01-19 FSAGX 22.96 SGold NO
10.69 02-16 FSELX 10.72 SSemiconductors NO
10.60 03-03 FNBGX 15.18 Long-TermTreasuryBondIndex YES
10.25 04-26 FSHOX 62.49 SConstructionandHousing NO
9.67 05-08 FSUTX 97.67 SUtilities NO
8.87 06-04 FRESX 47.08 RealEstateInvestment YES
8.66 07-08 FIUIX 29.05 Telecom&Utilities NO
8.13 08-08 FWRLX 10.39 SWireless NO
7.56 09-03 FSRNX 17.44 RealEstateIndex NO
6.64 10-33 FSPTX 17.67 STechnology NO
6.52 11-03 FCBFX 12.22 CorporateBond NO
6.45 12-05 FDCPX 75.45 SComputers NO
6.08 13-01 FRIFX 12.65 RealEstateIncome NO
5.61 14-09 FSDAX 18.26 SDefense&Aerospace NO
5.28 15-04 FSPCX 63.81 SInsurance NO
5.09 16-02 FLATX 26.51 LatinAmerica YES
4.99 17-01 FGOVX 10.68 GovernmentIncome NO
4.91 18-01 FHKCX 34.77 ChinaRegion NO
4.14 19-01 FFIDX 47.15 Fidelity NO
4.13 20-01 FBSOX 71.47 SITServices 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% – SConstructionandHousing(FSHOX)(16Sep19) from Cash(26Aug19)
20% – Cash(16Sep19) from SGold(FSAGX)(17Jun19))
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
20% – Cash(26Aug10) from SITServices(FBSOX)(28Jan19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
Sep19 1m-11% 3m+1% 6m+0% 12m-14% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%

Not a good week, not a buy week. The sum of all the deviations has been 497, 347, and now 399 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 67, 05, and now 04.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 1% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 0% above its 50 day moving average,
IWM (Russell 2000 ETF) is -1% above its 50 day moving average,
SPY and QQQ 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 rotten week where only defensive investments are moving up – utilities, bonds, and real estate. The same thing I said last week.
Gary Kaltbaum, who has a nightly radio/net/archived show at 6pm, claims without banks and semiconductors moving up, there is not a chance for a bull market. He indicates the up moves on Thursday and Friday was institutions buying when many stocks touched their 200 day moving average. PTNQ, Pacer Trendpilot 100 ETF, my favorite and only long term investment, automatically converts to treasury bills when the NASDAQ 100 falls below its 200 day moving average.

IRA#1
SSemiconductors has a price of 10.72, a sell price 10.26, a rank of 02, and is a hold. (ETF – XSD, SMH)

IRA#2
SDefense&Aerospace has a price of 18.26 a sell price 17.78, a rank of 14, and is a hold. (ETF – ITA, XAR)
SSemiconductors has a price of 10.72, a sell price 10.55, a rank of 02, and is a hold. (ETF – XSD, SMH)
SConstructionandHousing has a price of 62.49, a sell price 59.54, a rank of 04, and is a hold. (ETF – ITB, PKB)

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).
%Dev Rnk SYMB Price Fund Name 2wk UP?
11.35 01-19 FSAGX 22.96 SGold NO
10.69 02-16 FSELX 10.72 SSemiconductors NO
10.60 03-03 FNBGX 15.18 Long-TermTreasuryBondIndex YES
10.25 04-26 FSHOX 62.49 SConstructionandHousing NO
9.67 05-08 FSUTX 97.67 SUtilities NO
8.87 06-04 FRESX 47.08 RealEstateInvestment YES
8.66 07-08 FIUIX 29.05 Telecom&Utilities NO
8.13 08-08 FWRLX 10.39 SWireless NO
7.56 09-03 FSRNX 17.44 RealEstateIndex NO
6.64 10-33 FSPTX 17.67 STechnology NO
6.52 11-03 FCBFX 12.22 CorporateBond NO
6.45 12-05 FDCPX 75.45 SComputers NO
6.08 13-01 FRIFX 12.65 RealEstateIncome NO
5.61 14-09 FSDAX 18.26 SDefense&Aerospace NO
5.28 15-04 FSPCX 63.81 SInsurance NO
5.09 16-02 FLATX 26.51 LatinAmerica YES
4.99 17-01 FGOVX 10.68 GovernmentIncome NO
4.91 18-01 FHKCX 34.77 ChinaRegion NO
4.14 19-01 FFIDX 47.15 Fidelity NO
4.13 20-01 FBSOX 71.47 SITServices NO
Last Week
11.17 01-25 FSHOX 62.67 SConstructionandHousing NO
10.85 02-18 FSAGX 22.72 SGold NO
10.49 03-15 FSELX 10.64 SSemiconductors NO
10.19 04-07 FSUTX 97.63 SUtilities YES
8.95 05-07 FIUIX 29.28 Telecom&Utilities NO
8.73 06-03 FRESX 46.80 RealEstateInvestment YES
8.72 07-02 FNBGX 14.84 Long-TermTreasuryBondIndex YES
7.81 08-02 FSRNX 17.41 RealEstateIndex YES
7.77 09-08 FSDAX 18.58 SDefense&Aerospace NO
7.13 10-03 FSPCX 64.75 SInsurance NO
6.53 11-04 FDCPX 75.25 SComputers NO
6.08 12-04 FSAVX 34.13 SAutomotive NO
6.01 13-02 FCBFX 12.12 CorporateBond NO
5.87 14-07 FWRLX 10.13 SWireless NO
5.38 15-32 FSPTX 17.40 STechnology NO
5.29 16-03 FIDSX 10.46 SFinancialServices NO
5.28 17-01 FSRBX 26.34 SBanking NO
5.25 18-03 FGRIX 38.51 Growth&Income NO
4.90 19-01 FLATX 26.39 LatinAmerica NO
4.38 20-01 FSRPX 16.18 SRetailing 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))
Jul19 1m+2 3m+0% 6m+2% 12m-3% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – SConstructionandHousing(FSHOX)(16Sep19) from Cash(26Aug19)
20% – Cash(16Sep19) from SGold(FSAGX)(17Jun19))
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
20% – Cash(26Aug10) from SITServices(FBSOX)(28Jan19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
Jul19 1m+3% 3m+3% 6m-3% 12m-6% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%

Not a good week, not a buy week. The sum of all the deviations has been 543, 497, and now 347 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 65, 07, and now 05.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 0% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is -1% above its 50 day moving average,
IWM (Russell 2000 ETF) is -1% above its 50 day moving average,
SPY and QQQ 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 seems, based on the opinions of some dollar experts, that the Federal Reserve Board does not know what is going on. Big banks are holding on to government bonds instead of selling them and there is an international dollar shortage. The thinking is that when the FRB finally figures out there is a problem they will start quantitative easing 6.
Another rotten week where only defensive investments are moving up – utilities, bonds, and real estate.

IRA#1
SSemiconductors has a price of 10.64, a sell price 10.26, a rank of 03, and is a hold. (ETF – XSD, SMH)

IRA#2
SDefense&Aerospace has a price of 18.58 a sell price 17.78, a rank of 09, and is a hold. (ETF – ITA, XAR)
SSemiconductors has a price of 10.64, a sell price 10.55, a rank of 03, and is a hold. (ETF – XSD, SMH)
SConstructionandHousing has a price of 62.67, a sell price 59.54, a rank of 01, and is a hold. (ETF – ITB, PKB)

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).
%Dev Rnk SYMB Price Fund Name 2wk UP?
11.17 01-25 FSHOX 62.67 SConstructionandHousing NO
10.85 02-18 FSAGX 22.72 SGold NO
10.49 03-15 FSELX 10.64 SSemiconductors NO
10.19 04-07 FSUTX 97.63 SUtilities YES
8.95 05-07 FIUIX 29.28 Telecom&Utilities NO
8.73 06-03 FRESX 46.80 RealEstateInvestment YES
8.72 07-02 FNBGX 14.84 Long-TermTreasuryBondIndex YES
7.81 08-02 FSRNX 17.41 RealEstateIndex YES
7.77 09-08 FSDAX 18.58 SDefense&Aerospace NO
7.13 10-03 FSPCX 64.75 SInsurance NO
6.53 11-04 FDCPX 75.25 SComputers NO
6.08 12-04 FSAVX 34.13 SAutomotive NO
6.01 13-02 FCBFX 12.12 CorporateBond NO
5.87 14-07 FWRLX 10.13 SWireless NO
5.38 15-32 FSPTX 17.40 STechnology NO
5.29 16-03 FIDSX 10.46 SFinancialServices NO
5.28 17-01 FSRBX 26.34 SBanking NO
5.25 18-03 FGRIX 38.51 Growth&Income NO
4.90 19-01 FLATX 26.39 LatinAmerica NO
4.38 20-01 FSRPX 16.18 SRetailing NO
Last Week
01-17 15.46 FSAGX 23.53 SGold NO
02-14 12.77 FSELX 10.80 SSemiconductors NO
03-24 11.19 FSHOX 62.31 SConstructionandHousing NO
04-06 9.77 FSUTX 96.74 SUtilities YES
05-06 9.40 FIUIX 29.26 Telecom&Utilities YES
06-07 8.92 FSDAX 18.70 SDefense&Aerospace NO
07-01 8.56 FNBGX 14.75 Long-TermTreasuryBondIndex NO
08-04 7.92 FHKCX 35.61 ChinaRegion NO
09-03 7.88 FDCPX 75.94 SComputers NO
10-02 7.83 FRESX 46.20 RealEstateInvestment NO
11-06 7.77 FWRLX 10.28 SWireless NO
12-02 7.51 FSPCX 64.74 SInsurance NO
13-03 7.29 FSAVX 34.41 SAutomotive NO
14-02 7.25 FCPGX 25.72 SmallCapGrowth NO
15-31 6.96 FSPTX 17.61 STechnology NO
16-01 6.95 FSRNX 17.20 RealEstateIndex NO
17-02 6.81 FGRIX 38.97 Growth&Income NO
18-02 6.39 FIDSX 10.54 SFinancialServices NO
19-01 6.16 FCBFX 12.10 CorporateBond YES
20-01 5.98 FPHAX 21.53 SPharmaceuticals 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))
Jul19 1m+2 3m+0% 6m+2% 12m-3% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – SConstructionandHousing(FSHOX)(16Sep19) from Cash(26Aug19)
20% – Cash(16Sep19) from SGold(FSAGX)(17Jun19))
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
20% – Cash(26Aug10) from SITServices(FBSOX)(28Jan19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
Jul19 1m+3% 3m+3% 6m-3% 12m-6% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%

Not a good week, not a buy week. The sum of all the deviations has been 476, 543, and now 497 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 95, 65, and now 07.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 1% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 1% above its 50 day moving average,
IWM (Russell 2000 ETF) is 2% above its 50 day moving average,
SPY and QQQ 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.

On 12Sep Clark Howard, clark.com, had a podcast on how really bad annuities are. Banks and insurances companies had the new rules on sales regulations put aside. The new annuities allow the companies to change the rules of the contract at any time. If you have an annuity or are considering one, you need to listen to the podcast. Annuity on the Clark Howard show is a 4 letter word. He does not mention it, but on another show it was pointed out that banks and insurance companies killed the stretch IRA – it was competition.

IRA#1
SSemiconductors has a price of 10.80, a sell price 10.55, a rank of 02 and is a hold. (ETF – XSD, SMH)

IRA#2
SDefense&Aerospace has a price of 18.70 a sell price 17.78, a rank of 06, and is a hold. (ETF – ITA, XAR)
SSemiconductors has a price of 10.80, a sell price 10.55, a rank of 02 and is a hold. (ETF – XSD, SMH)
SConstructionandHousing has a price of 62.31, a sell price 59.19, a rank of 03, and is a hold. (ETF – ITB, PKB)

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).
%Dev Rnk SYMB Price Fund Name 2wk UP?
01-17 15.46 FSAGX 23.53 SGold NO
02-14 12.77 FSELX 10.80 SSemiconductors NO
03-24 11.19 FSHOX 62.31 SConstructionandHousing NO
04-06 9.77 FSUTX 96.74 SUtilities YES
05-06 9.40 FIUIX 29.26 Telecom&Utilities YES
06-07 8.92 FSDAX 18.70 SDefense&Aerospace NO
07-01 8.56 FNBGX 14.75 Long-TermTreasuryBondIndex NO
08-04 7.92 FHKCX 35.61 ChinaRegion NO
09-03 7.88 FDCPX 75.94 SComputers NO
10-02 7.83 FRESX 46.20 RealEstateInvestment NO
11-06 7.77 FWRLX 10.28 SWireless NO
12-02 7.51 FSPCX 64.74 SInsurance NO
13-03 7.29 FSAVX 34.41 SAutomotive NO
14-02 7.25 FCPGX 25.72 SmallCapGrowth NO
15-31 6.96 FSPTX 17.61 STechnology NO
16-01 6.95 FSRNX 17.20 RealEstateIndex NO
17-02 6.81 FGRIX 38.97 Growth&Income NO
18-02 6.39 FIDSX 10.54 SFinancialServices NO
19-01 6.16 FCBFX 12.10 CorporateBond YES
20-01 5.98 FPHAX 21.53 SPharmaceuticals NO
Last Week
16.69 01-13 FSELX 11.10 SSemiconductors YES
12.83 02-23 FSHOX 62.86 SConstructionandHousing YES
10.20 03-03 FHKCX 36.21 ChinaRegion YES
9.90 04-02 FDCPX 77.04 SComputers YES
9.83 05-16 FSAGX 22.20 SGold NO
9.80 06-02 FSAVX 35.08 SAutomotive YES
9.55 07-06 FSDAX 18.72 SDefense&Aerospace NO
8.70 08-05 FIUIX 28.93 Telecom&Utilities YES
8.43 09-05 FWRLX 10.30 SWireless YES
8.43 10-02 FSRPX 16.72 SRetailing YES
8.35 11-05 FSUTX 94.99 SUtilities YES
8.20 12-01 FSAIX 79.18 SAirTransportation YES
7.84 13-01 FSPCX 64.68 SInsurance YES
7.84 14-30 FSPTX 17.69 STechnology NO
7.75 15-01 FCPGX 25.74 SmallCapGrowth NO
7.66 16-01 FGRIX 39.14 Growth&Income YES
7.35 17-01 FIDSX 10.60 SFinancialServices YES
7.35 18-01 FSRBX 26.70 SBanking YES
6.70 19-01 FSVLX 17.34 SConsumerFinance YES
6.63 20-01 FRESX 45.50 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))
Jul19 1m+2 3m+0% 6m+2% 12m-3% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – SConstructionandHousing(FSHOX)(16Sep19) from Cash(26Aug19)
20% – Cash(16Sep19) from SGold(FSAGX)(17Jun19))
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
20% – Cash(26Aug10) from SITServices(FBSOX)(28Jan19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
Jul19 1m+3% 3m+3% 6m-3% 12m-6% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%

A good week, NOT a great week, but a buy week. The sum of all the deviations has been 329, 476, and now 543 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 10, 91, and now 65.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 2% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 1% above its 50 day moving average,
IWM (Russell 2000 ETF) is 3% above its 50 day moving average,
SPY and QQQ 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.

There seems to be a rotation out of gold and technology funds. This week, SBiotechnology was the 100th on my list so I replaced it. Additionally bond funds took a hit.

IRA#1
SGold has a price of 22.20, a sell price 23.42, a rank of 05, and is a sell. (ETF – GDX, GLD)
SSemiconductors has a price of 11.10, a sell price TBD, a rank of 01 and is a buy. (ETF – XSD, SMH)

IRA#2
SDefense&Aerospace has a price of 18.72 a sell price 17.78, a rank of 07, and is a hold. (ETF – ITA, XAR)
SGold has a price of 22.20, a sell price 23.42, a rank of 05, and is a sell. (ETF – GDX, GLD)
SSemiconductors has a price of 11.10, a sell price 10.55, a rank of 01 and is a hold. (ETF – XSD, SMH)
SConstructionandHousing has a price of 62.86, a sell price TBD, a rank of 02, and is a buy. (ETF – ITB, PKB)

My investment changes this weekend:
IRA #1 – Exchange from SGold and into SSemiconductors
IRA #2 – Sell SGold and buy SConstructionandHousing

My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 80% invested

The top 20 (out of 100+ I follow) Fidelity funds (percent deviation, rank & weeks on top 20 list, fund symbol, fund price, fund name, and %dev increasing last 2 weeks).
%Dev Rnk SYMB Price Fund Name 2wk UP?
16.69 01-13 FSELX 11.10 SSemiconductors YES
12.83 02-23 FSHOX 62.86 SConstructionandHousing YES
10.20 03-03 FHKCX 36.21 ChinaRegion YES
9.90 04-02 FDCPX 77.04 SComputers YES
9.83 05-16 FSAGX 22.20 SGold NO
9.80 06-02 FSAVX 35.08 SAutomotive YES
9.55 07-06 FSDAX 18.72 SDefense&Aerospace NO
8.70 08-05 FIUIX 28.93 Telecom&Utilities YES
8.43 09-05 FWRLX 10.30 SWireless YES
8.43 10-02 FSRPX 16.72 SRetailing YES
8.35 11-05 FSUTX 94.99 SUtilities YES
8.20 12-01 FSAIX 79.18 SAirTransportation YES
7.84 13-01 FSPCX 64.68 SInsurance YES
7.84 14-30 FSPTX 17.69 STechnology NO
7.75 15-01 FCPGX 25.74 SmallCapGrowth NO
7.66 16-01 FGRIX 39.14 Growth&Income YES
7.35 17-01 FIDSX 10.60 SFinancialServices YES
7.35 18-01 FSRBX 26.70 SBanking YES
6.70 19-01 FSVLX 17.34 SConsumerFinance YES
6.63 20-01 FRESX 45.50 RealEstateInvestment NO
Last Week
17.86 01-15 FSAGX 23.70 SGold NO
14.12 02-12 FSELX 10.76 SSemiconductors YES
12.45 03-06 FNBGX 15.17 Long-TermTreasuryBondIndex NO
12.08 04-22 FSHOX 62.02 SConstructionandHousing YES
10.48 05-35 FBSOX 75.08 SITServices YES
9.69 06-05 FSDAX 18.65 SDefense&Aerospace YES
9.08 07-06 FRESX 46.38 RealEstateInvestment YES
8.83 08-29 FSPTX 17.78 STechnology YES
8.68 09-02 FHKCX 35.52 ChinaRegion YES
7.75 10-02 FSRNX 17.21 RealEstateIndex YES
7.74 11-04 FSUTX 94.04 SUtilities YES
7.64 12-04 FWRLX 10.18 SWireless YES
7.61 13-01 FSRPX 16.52 SRetailing YES
7.59 14-20 FDFFX 38.78 Independence YES
7.54 15-04 FIUIX 28.49 Telecom&Utilities YES
7.36 16-01 FDCPX 74.87 SComputers YES
7.33 17-10 FSCSX 19.00 SSoftware&ITServices YES
7.33 18-01 FSPCX 64.11 SInsurance YES
7.25 19-01 FSAVX 34.09 SAutomotive YES
7.06 20-03 FIVFX 22.35 InternationalCapApp 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))
Jul19 1m+2 3m+0% 6m+2% 12m-3% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – SConstructionandHousing(FSHOX)(16Sep19) from Cash(26Aug19)
20% – Cash(16Sep19) from SGold(FSAGX)(17Jun19))
20% – SSemiconductors(09Sep19) from Cash(19Aug19)
20% – Cash(26Aug10) from SITServices(FBSOX)(28Jan19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
Jul19 1m+3% 3m+3% 6m-3% 12m-6% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%

A good week, NOT a great week, but a buy week. The sum of all the deviations has been 98, 329, and now 476 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 00, 10, and now 91.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 1% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 1% above its 50 day moving average,
IWM (Russell 2000 ETF) is -1% above its 50 day moving average,
SPY and QQQ 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.

Years ago I listened to Clark Howard on the radio and now he has podcasts. On his 03Sep podcast he says if you continue to do business with Wells Fargo you are putting yourself harm’s way. He calls Wells Fargo a criminal enterprise impersonating a bank, having committed massive frauds over the years taking advantage of millions of customers. Do a Google search on the New Jersey pastor Rev. Jeffrey Edwards which Wells Fargo had arrested for check fraud. He had many expenses after his arrest (including a lawyer) until after three court appearances, the case was dismissed for lack of evidence. Wells Fargo will not respond to any query on the incident or even pay the costs they caused him because of his arrest.
This was a bad week for gold and gold funds. It is a little scary investing in September, which on average is the worst month of the year, but my numbers say buy.

IRA#1
SGold has a price of 23.70, a sell price 23.42, a rank of 01, and is a hold. (ETF – GDX, GLD)
IRA#2
SDefense&Aerospace has a price of 18.65 a sell price 17.72, a rank of 06, and is a hold. (ETF – ITA, XAR)
SGold has a price of 23.70, a sell price 23.42, a rank of 01, and is a hold. (ETF – GDX, GLD)
SSemiconductors has a price of 10.76, a sell price TBD, a rank of 02 and is a buy. (ETF – XSD, SMH)

My investment changes this weekend:
IRA #1 – None
IRA #2 – Invest 20% in SSemicondustors.

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).
%Dev Rnk SYMB Price Fund Name 2wk UP?
17.86 01-15 FSAGX 23.70 SGold NO
14.12 02-12 FSELX 10.76 SSemiconductors YES
12.45 03-06 FNBGX 15.17 Long-TermTreasuryBondIndex NO
12.08 04-22 FSHOX 62.02 SConstructionandHousing YES
10.48 05-35 FBSOX 75.08 SITServices YES
9.69 06-05 FSDAX 18.65 SDefense&Aerospace YES
9.08 07-06 FRESX 46.38 RealEstateInvestment YES
8.83 08-29 FSPTX 17.78 STechnology YES
8.68 09-02 FHKCX 35.52 ChinaRegion YES
7.75 10-02 FSRNX 17.21 RealEstateIndex YES
7.74 11-04 FSUTX 94.04 SUtilities YES
7.64 12-04 FWRLX 10.18 SWireless YES
7.61 13-01 FSRPX 16.52 SRetailing YES
7.59 14-20 FDFFX 38.78 Independence YES
7.54 15-04 FIUIX 28.49 Telecom&Utilities YES
7.36 16-01 FDCPX 74.87 SComputers YES
7.33 17-10 FSCSX 19.00 SSoftware&ITServices YES
7.33 18-01 FSPCX 64.11 SInsurance YES
7.25 19-01 FSAVX 34.09 SAutomotive YES
7.06 20-03 FIVFX 22.35 InternationalCapApp YES
Last Week
23.74 01-14 FSAGX 24.65 SGold YES
14.09 02-05 FNBGX 15.29 Long-TermTreasuryBondIndex NO
10.98 03-21 FSHOX 61.02 SConstructionandHousing YES
9.63 04-11 FSELX 10.26 SSemiconductors NO
9.30 05-04 FSDAX 18.49 SDefense&Aerospace YES
8.69 06-34 FBSOX 73.46 SITServices NO
8.02 07-05 FRESX 47.12 RealEstateInvestment NO
7.41 08-03 FSUTX 93.37 SUtilities NO
7.38 09-28 FSPTX 17.46 STechnology NO
6.97 10-09 FDLSX 16.51 SLeisure NO
6.75 11-03 FIUIX 28.17 Telecom&Utilities NO
6.56 12-01 FSRNX 17.21 RealEstateIndex NO
6.35 13-19 FDFFX 38.18 Independence NO
6.06 14-03 FWRLX 9.99 SWireless NO
5.99 15-09 FSCSX 18.69 SSoftware&ITServices NO
5.63 16-08 FTRNX 107.09 Trend NO
5.61 17-10 FDEGX 48.22 Growth Strategies NO
5.49 18-01 FHKCX 34.32 ChinaRegion NO
5.48 19-03 FRIFX 12.67 RealEstateIncome NO
5.35 20-02 FIVFX 21.91 InternationalCapApp NO

It will be some time before I get all of the % returns correct.
IRA#1 is currently invested in:
100% – SGold(FSAGX)(17Jun19) from Cash(13May19)
Jul19 1m+2 3m+0% 6m+2% 12m-3% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – SSemiconductors(09Sep19 from Cash(19Aug19)
20% – Cash (26Aug19) from STechnology(FSPTX)(14Jul19)
20% – Cash(26Aug10) from SITServices(FBSOX)(28Jan19)
20% – SGold(FSAGX)(17Jun19) from Cash(13May19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
Jul19 1m+3% 3m+3% 6m-3% 12m-6% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%

NOT a good week, NOT a buy week. The sum of all the deviations has been 310, 206, and now 98 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 03, 03, and now 00.
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 -5% above its 50 day moving average,
SPY and QQQ 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.

STechnology which I sold on 8/26 has a lost 3.42%. The ETFs, one sold on 8/5 and one not sold, lost 3.86% and has gained 0.50% currently. SITServices which I sold on 8/26 has a gain of 21.64%. The ETFs I sold, both on 5/13 with a stop loss, had a gain of 12.93% and a loss of 8.92%. The stop loss was really set too high and thus sold too soon.
Since 1937, the average September performance of the S&P 500 index SPX and the Dow Jones Industrial Average DJIA is a 1% decline, while the Nasdaq Composite Index COMP has seen an average fall of 0.5%, according to Dow Jones Market Data.

IRA#1
SGold has a price of 24.26, a sell price 23.19, a rank of 01, and is a hold. (ETF – GDX, GLD)
IRA#2
SDefense&Aerospace has a price of 17.98 a sell price 17.36, a rank of 04, and is a hold. (ETF – ITA, XAR)
SGold has a price of 24.26, a sell price 23.19, a rank of 01, and is a hold. (ETF – GDX, GLD)

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

My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 40% invested

The top 20 (out of 100+ I follow) Fidelity funds (percent deviation, rank & weeks on top 20 list, fund symbol, fund price, fund name, and %dev increasing last 2 weeks).
%Dev Rnk SYMB Price Fund Name 2wk UP?
23.74 01-14 FSAGX 24.65 SGold YES
14.09 02-05 FNBGX 15.29 Long-TermTreasuryBondIndex NO
10.98 03-21 FSHOX 61.02 SConstructionandHousing YES
9.63 04-11 FSELX 10.26 SSemiconductors NO
9.30 05-04 FSDAX 18.49 SDefense&Aerospace YES
8.69 06-34 FBSOX 73.46 SITServices NO
8.02 07-05 FRESX 47.12 RealEstateInvestment NO
7.41 08-03 FSUTX 93.37 SUtilities NO
7.38 09-28 FSPTX 17.46 STechnology NO
6.97 10-09 FDLSX 16.51 SLeisure NO
6.75 11-03 FIUIX 28.17 Telecom&Utilities NO
6.56 12-01 FSRNX 17.21 RealEstateIndex NO
6.35 13-19 FDFFX 38.18 Independence NO
6.06 14-03 FWRLX 9.99 SWireless NO
5.99 15-09 FSCSX 18.69 SSoftware&ITServices NO
5.63 16-08 FTRNX 107.09 Trend NO
5.61 17-10 FDEGX 48.22 Growth Strategies NO
5.49 18-01 FHKCX 34.32 ChinaRegion NO
5.48 19-03 FRIFX 12.67 RealEstateIncome NO
5.35 20-02 FIVFX 21.91 InternationalCapApp NO
Last Week
21.91 01-13 FSAGX 24.26 SGold NO
13.24 02-04 FNBGX 15.17 Long-TermTreasuryBondIndex NO
7.44 03-20 FSHOX 58.96 SConstructionandHousing NO
6.45 04-03 FSDAX 17.98 SDefense&Aerospace NO
6.42 05-33 FBSOX 71.84 SITServices NO
6.29 06-04 FRESX 46.32 RealEstateInvestment NO
5.58 07-10 FSELX 9.86 SSemiconductors NO
5.25 08-02 FSUTX 91.39 SUtilities NO
4.95 09-08 FDLSX 16.18 SLeisure NO
4.46 10-27 FSPTX 16.96 STechnology NO
4.41 11-09 FDEGX 47.64 Growth Strategies NO
4.17 12-02 FIUIX 27.45 Telecom&Utilities NO
3.76 13-08 FDFFX 37.20 Independence NO
3.68 14-07 FSCSX 18.26 SSoftware&ITServices NO
3.44 15-02 FWRLX 9.73 SWireless NO
3.38 16-01 FIVFX 21.48 InternationalCapApp NO
3.19 17-15 FSPCX 61.34 SInsurance NO
3.18 18-07 FTRNX 104.47 Trend NO
3.04 19-02 FRIFX 12.36 RealEstateIncome NO
2.89 20-01 FTQGX 24.94 FocusedStock NO

It will be some time before I get all of the % returns correct.
IRA#1 is currently invested in:
100% – SGold(FSAGX)(17Jun19) from Cash(13May19)
Jul19 1m+2 3m+0% 6m+2% 12m-3% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – Cash (26Aug19) from STechnology(FSPTX)(14Jul19)
20% – Cash(26Aug10) from SITServices(FBSOX)(28Jan19)
20% – Cash(19Aug19) from LatinAmerica(FLATX(24Jun19)
20% – SGold(FSAGX)(17Jun19) from Cash(13May19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
Jul19 1m+3% 3m+3% 6m-3% 12m-6% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%

NOT a good week, NOT a buy week. The sum of all the deviations has been 310, 206, and now 98 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 03, 03, and now 00.
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 -5% above its 50 day moving average,
SPY and QQQ 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.

LatinAmerica which I sold on 8/19 I lost 2.74%. The two ETFs sold on 8/15 and 8/5 with stop loss orders, lost 4.42% and gained 0.32%. Not a good time to be invested in LatinAmerica. With all the problems with foreign economies doing poorly, tariff going on and off, strife in HongKong and the Middle East and everything else, this may just be a good time to be in a money market fund.
My favorite long term investment I purchased on 6/24, PTNQ, is down 3.47% since purchased which includes the 3.13% this week. In looking at the 200 day moving average it uses to determine when to start switching to treasury bonds, it could go down another 3.02% until it switches – based on today’s numbers. The 200 day moving averages is increasing about $0.07 per day so if the price never changes it will start switching 76 days.

IRA#1
SGold has a price of 24.26, a sell price 23.19, a rank of 01, and is a hold. (ETF – GDX, GLD)
IRA#2
SITServices has a price of 71.84, a sell price 72.11, a rank of 05, and is a SELL. (ETF – PSJ, FTXL)
SDefense&Aerospace has a price of 17.98 a sell price 17.36, a rank of 04, and is a hold. (ETF – ITA, XAR)
SGold has a price of 24.26, a sell price 23.19, a rank of 01, and is a hold. (ETF – GDX, GLD)
STechnology has a price of 16.96, a sell price 17.18, a rank of 10, and is a SELL. (ETF – PTF, IPAY)

My investment changes this weekend:
IRA #1 – None
IRA #2 – Sell SITServices, STechnology

My mutual fund portfolio market exposure after this weekend’s changes:
IRA #1 – 100% invested
IRA #2 – 40% invested

The top 20 (out of 100+ I follow) Fidelity funds (percent deviation, rank & weeks on top 20 list, fund symbol, fund price, fund name, and %dev increasing last 2 weeks).
%Dev Rnk SYMB Price Fund Name 2wk UP?
21.91 01-13 FSAGX 24.26 SGold NO
13.24 02-04 FNBGX 15.17 Long-TermTreasuryBondIndex NO
7.44 03-20 FSHOX 58.96 SConstructionandHousing NO
6.45 04-03 FSDAX 17.98 SDefense&Aerospace NO
6.42 05-33 FBSOX 71.84 SITServices NO
6.29 06-04 FRESX 46.32 RealEstateInvestment NO
5.58 07-10 FSELX 9.86 SSemiconductors NO
5.25 08-02 FSUTX 91.39 SUtilities NO
4.95 09-08 FDLSX 16.18 SLeisure NO
4.46 10-27 FSPTX 16.96 STechnology NO
4.41 11-09 FDEGX 47.64 Growth Strategies NO
4.17 12-02 FIUIX 27.45 Telecom&Utilities NO
3.76 13-08 FDFFX 37.20 Independence NO
3.68 14-07 FSCSX 18.26 SSoftware&ITServices NO
3.44 15-02 FWRLX 9.73 SWireless NO
3.38 16-01 FIVFX 21.48 InternationalCapApp NO
3.19 17-15 FSPCX 61.34 SInsurance NO
3.18 18-07 FTRNX 104.47 Trend NO
3.04 19-02 FRIFX 12.36 RealEstateIncome NO
2.89 20-01 FTQGX 24.94 FocusedStock NO
Last Week
19.97 01-12 FSAGX 23.60 SGold NO
14.19 02-03 FNBGX 15.19 Long-TermTreasuryBondIndex YES
8.26 03-09 FSELX 10.08 SSemiconductors NO
7.84 04-32 FBSOX 72.55 SITServices NO
7.37 05-03 FRESX 46.64 RealEstateInvestment YES
6.28 06-02 FSDAX 17.89 SDefense&Aerospace NO
6.12 07-02 FSRNX 17.08 RealEstateIndex NO
6.06 08-26 FSPTX 17.18 STechnology NO
6.00 09-07 FDLSX 16.30 SLeisure NO
5.78 10-01 FSUTX 91.60 SUtilities NO
5.32 11-14 FSPCX 62.50 SInsurance NO
5.29 12-01 FRIFX 12.61 RealEstateIncome NO
5.09 13-07 FDFFX 37.60 Independence NO
5.04 14-01 FIUIX 27.62 Telecom&Utilities NO
4.82 15-06 FTRNX 105.95 Trend NO
4.80 16-19 FSHOX 57.29 SConstructionandHousing NO
4.79 17-06 FSCSX 18.42 SSoftware&ITServices NO
4.65 18-08 FDEGX 47.64 Growth Strategies NO
4.64 19-09 FLATX 26.05 LatinAmerica NO
4.37 20-01 FWRLX 9.80 SWireless NO
4.34 21 FIVFX 21.64 InternationalCapApp NO

It will be some time before I get all of the % returns correct.
IRA#1 is currently invested in:
100% – SGold(FSAGX)(17Jun19) from Cash(13May19)
Jul19 1m+2 3m+0% 6m+2% 12m-3% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – Cash (26Aug19) from STechnology(FSPTX)(14Jul19)
20% – Cash(26Aug10) from SITServices(FBSOX)(28Jan19)
20% – Cash(19Aug19) from LatinAmerica(FLATX(24Jun19)
20% – SGold(FSAGX)(17Jun19) from Cash(13May19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
Jul19 1m+3% 3m+3% 6m-3% 12m-6% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%