Author: Flynn

NOT a good week, NOT a buy week. The sum of all the deviations has been 348, 310, and now 206 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 01, 03, 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 -2% 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.
Not a time to buy – Sum of all deviations is not up 2 weeks in a row.

So last Saturday (10Aug) I was talking with a doctor at the local medical center. He told me I was going to stay there for a couple of days. I told him he was no longer my favorite doctor. He laughed, told me he could live with that, and he was going to get me a room for a couple of days. Thus, I was not home to do my weekly report. Both this week’s numbers and last week’s numbers are below.

I was talking with a lady last week who previously used a stop loss order to sell a stock when it dropped. Of course after she sold, it went up. I suggest she should look into PTNQ as an investment. Pacer Trendpilot 100 ETF uses the NASDAQ-100 index as an investment as long as it is above its 200 day moving average. If it declines below the 200 day moving average it starts switching to treasury bonds. Then when it increases above the 200 day moving averages, it invests in the NASDAQ-100 index again. paceretfs.com/products/trendpilot provides details about these 6 ETFs.

IRA#1
SGold has a price of 23.60, a sell price 23.19, a rank of 01, and is a hold. (ETF – GDX, GLD)
IRA#2
SITServices has a price of 72.55, a sell price 72.11, a rank of 04, and is a hold. (ETF – PSJ, FTXL)
SDefense&Aerospace has a price of 17.89 a sell price 17.36, a rank of 06, and is a hold. (ETF – ITA, XAR)
SGold has a price of 23.60, a sell price 23.19, a rank of 01, and is a hold. (ETF – GDX, GLD)
LatinAmerica has a price of 26.05, a sell price 26.15, a rank of 19, and is a SELL. (ETF – EWZS, AGT)
STechnology has a price of 17.18, a sell price 17.18, a rank of 08, and is a hold but only by 0.02%. (ETF – PTF, IPAY)

My investment changes this weekend:
IRA #1 – None
IRA #2 – Sell LatinAmerica.
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?
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

Last Week
25.41 01-11 FSAGX 24.41 SGold NO
10.42 02-02 FNBGX 14.58 Long-TermTreasuryBondIndex YES
9.41 03-08 FLATX 27.17 LatinAmerica NO
8.67 04-31 FBSOX 72.81 SITServices NO
7.88 05-01 FSDAX 18.10 SDefense&Aerospace NO
7.76 06-08 FSELX 9.99 SSemiconductors NO
7.51 07-06 FDLSX 16.48 SLeisure NO
7.51 08-18 FSHOX 58.62 SConstructionandHousing NO
7.17 09-02 FRESX 46.37 RealEstateInvestment YES
7.04 10-13 FSPCX 63.34 SInsurance NO
6.91 11-08 FSVLX 17.20 SConsumerFinance NO
6.59 12-25 FSPTX 17.21 STechnology NO
6.27 13-02 FSHCX 91.70 SHealthCareServices NO
6.15 14-01 FSRNX 17.03 RealEstateIndex YES
6.07 15-06 FDFFX 37.85 Independence NO
6.05 16-02 FSPHX 25.08 SHealthCare NO
5.94 17-05 FTRNX 106.81 Trend NO
5.90 18-03 FSMEX 56.17 SMedicalEquipment&Systems NO
5.57 19-05 FSCSX 18.51 SSoftware&ITServices NO
5.44 20-07 FDEGX 47.88 Growth Strategies 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)
May19 1m-7% 3m-9% 6m-16% 12m-19% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – Cash(19Aug19) from LatinAmerica(FLATX(24Jun19)
20% – STechnology(FSPTX_(14Jul19) from Cash(20May19)
20% – SGold(FSAGX)(17Jun19) from Cash(13May19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
20% – SITServices(FBSOX)(28Jan19) from Cash(15Oct18)
May19 1m-6% 3m-4% 6m-4% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
ETFs
PTNQ May19 1m-8% 3m+1% 6m+1% 12m+1%
QQQ May19 1m-8% 3m-0% 6m+3% 12m+3%
TQQQ May19 1m-24% 3m-2% 6m-1% 12m-10%

NOT a good week, NOT a buy week. The sum of all the deviations has been 620, 714, and now 348 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 02, 13, 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 +0% above its 50 day moving average,
IWM (Russell 2000 ETF) is -0% 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.

The MACROVoices.com podcast/audio this week featured Mark Cudmore #178. The discussion was an evaluation of where the market is now and a not so wonderful outlook for the future.
MACROVoices.com also said on Sunday they were going to have a special audio/podcast featuring Peppa Malmgran and her father Harald. They have been advisors to 6 US presidents. Harald Malmgran was advising the department of defence during the Cuban missile crisis. I expect it to be a great educational discussion.

IRA#1
SGold has a price of 23.08, a sell price 22.25, a rank of 01, and is a hold. (ETF – GDX, GLD)
IRA#2
SITServices has a price of 72.98, a sell price 72.11, a rank of 03, and is a hold. (ETF – PSJ, FTXL)
SDefense&Aerospace has a price of 17.48 a sell price 17.36, a rank of 30, and is a hold for now. (ETF – ITA, XAR)
SGold has a price of 23.08, a sell price 22.25, a rank of 01, and is a hold. (ETF – GDX, GLD)
LatinAmerica has a price of 26.56, a sell price 26.15, a rank of 06, and is a hold. (ETF – EWZS, AGT)
STechnology has a price of 17.27, a sell price 17.18, a rank of 08, and is a hold. (ETF – PTF, IPAY)

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?
20.18 01-10 FSAGX 23.08 SGold NO
11.45 02-07 FSELX 10.29 SSemiconductors NO
9.43 03-30 FBSOX 72.98 SITServices NO
8.28 04-01 FNBGX 14.22 Long-TermTreasuryBondIndex YES
7.49 05-06 FSVLX 17.23 SConsumerFinance NO
7.48 06-07 FLATX 26.56 LatinAmerica NO
7.38 07-17 FSHOX 58.32 SConstructionandHousing NO
7.33 08-24 FSPTX 17.27 STechnology NO
6.96 09-05 FDLSX 16.33 SLeisure NO
6.57 10-12 FSPCX 62.83 SInsurance NO
6.16 11-23 FSCSX 18.56 SSoftware&ITServices NO
6.09 12-01 FRESX 45.73 RealEstateInvestment NO
6.06 13-01 FSHCX 91.21 SHealthCareServices NO
5.75 14-01 FSMEX 55.92 SMedicalEquipment&Systems NO
5.51 15-01 FSUTX 90.83 SUtilities NO
5.48 16-13 FTRNX 106.01 Trend NO
5.45 17-05 FDFFX 37.51 Independence NO
5.45 18-05 FTQGX 25.40 FocusedStock NO
5.38 19-05 FDEGX 47.72 Growth Strategies NO
5.33 20-01 FSPHX 24.83 SHealthCare NO
Last Week
20.42 01-09 FSAGX 22.88 SGold NO
18.77 02-06 FSELX 10.90 SSemiconductors YES
14.39 03-29 FBSOX 75.91 SITServices NO
12.80 04-23 FSPTX 18.08 STechnology NO
11.11 05-05 FSVLX 17.74 SConsumerFinance NO
11.04 06-22 FSCSX 19.35 SSoftware&ITServices NO
11.03 07-04 FDLSX 16.89 SLeisure NO
10.47 08-06 FLATX 27.19 LatinAmerica NO
10.46 09-11 FSPCX 64.90 SInsurance NO
10.17 10-06 FHKCX 35.58 ChinaRegion YES
10.00 11-12 FTRNX 110.24 Trend NO
9.74 12-04 FDEGX 49.55 Growth Strategies NO
9.61 13-06 FSDAX 18.27 SDefense&Aerospace NO
9.56 14-16 FSHOX 59.27 SConstructionandHousing NO
9.32 15-01 FSAIX 78.67 SAirTransportation NO
9.25 16-04 FTQGX 26.24 FocusedStock NO
9.05 17-04 FDFFX 38.68 Independence NO
8.82 18-01 FOCPX 12.69 OTCPortfolio YES
8.72 19-01 FNCMX 108.69 NasdaqCompositeIndex YES
8.56 20-03 FSAVX 34.11 SAutomotive 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)
May19 1m-7% 3m-9% 6m-16% 12m-19% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – STechnology(FSPTX_(14Jul19) from Cash(20May19)
20% – LatinAmerica(FLATX(24Jun19) from Cash(13May19)
20% – SGold(FSAGX)(17Jun19) from Cash(13May19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
20% – SITServices(FBSOX)(28Jan19) from Cash(15Oct18)
May19 1m-6% 3m-4% 6m-4% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
ETFs
PTNQ May19 1m-8% 3m+1% 6m+1% 12m+1%
QQQ May19 1m-8% 3m-0% 6m+3% 12m+3%
TQQQ May19 1m-24% 3m-2% 6m-1% 12m-10%

An up week, but not a buy week. The sum of all the deviations has been 734, 620, and now 714 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 46, 02, and now 13.
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 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.

Gary Kaltbaum has an evening radio show on the market at 6PM. It can be heard on biztalkradio.com, garyk.com, and later it is archived at both locations. He gets a little excited about the 550b we are annually paying in interest on the national debt, the continued spending by congress, and about the complete lack of concern about the US total debt level. The level of total debt in the US exceeds debt level of 2007. He thinks a economic collapse, greater than the 2008 collapse is coming, just not sure how soon.

IRA#1
SGold has a price of 22.88, a sell price 22.25, a rank of 01, and is a hold. (ETF – GDX, GLD)
IRA#2
SITServices has a price of 75.91, a sell price 70.87, a rank of 03, and is a hold. (ETF – PSJ, FTXL)
SDefense&Aerospace has a price of 18.27 a sell price 17.26, a rank of 13, and is a hold. (ETF – ITA, XAR)
SGold has a price of 22.88, a sell price 22.25, a rank of 01, and is a hold. (ETF – GDX, GLD)
LatinAmerica has a price of 27.19, a sell price 26.15, a rank of 08, and is a hold. (ETF – EWZS, AGT)
STechnology has a price of 18.08, a sell price 17.18, a rank of 04, and is a hold. (ETF – PTF, IPAY)

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?
20.42 01-09 FSAGX 22.88 SGold NO
18.77 02-06 FSELX 10.90 SSemiconductors YES
14.39 03-29 FBSOX 75.91 SITServices NO
12.80 04-23 FSPTX 18.08 STechnology NO
11.11 05-05 FSVLX 17.74 SConsumerFinance NO
11.04 06-22 FSCSX 19.35 SSoftware&ITServices NO
11.03 07-04 FDLSX 16.89 SLeisure NO
10.47 08-06 FLATX 27.19 LatinAmerica NO
10.46 09-11 FSPCX 64.90 SInsurance NO
10.17 10-06 FHKCX 35.58 ChinaRegion YES
10.00 11-12 FTRNX 110.24 Trend NO
9.74 12-04 FDEGX 49.55 Growth Strategies NO
9.61 13-06 FSDAX 18.27 SDefense&Aerospace NO
9.56 14-16 FSHOX 59.27 SConstructionandHousing NO
9.32 15-01 FSAIX 78.67 SAirTransportation NO
9.25 16-04 FTQGX 26.24 FocusedStock NO
9.05 17-04 FDFFX 38.68 Independence NO
8.82 18-01 FOCPX 12.69 OTCPortfolio YES
8.72 19-01 FNCMX 108.69 NasdaqCompositeIndex YES
8.56 20-03 FSAVX 34.11 SAutomotive NO
Last Week
24.60 01-08 FSAGX 23.42 SGold YES
14.79 02-05 FSELX 10.43 SSemiconductors YES
12.51 03-28 FBSOX 74.10 SITServices NO
11.36 04-05 FLATX 27.26 LatinAmerica NO
10.68 05-22 FSPTX 17.62 STechnology NO
9.58 06-05 FHKCX 35.20 ChinaRegion NO
9.27 07-21 FSCSX 18.93 SSoftware&ITServices NO
9.14 08-10 FSPCX 63.77 SInsurance NO
8.87 09-04 FSVLX 17.28 SConsumerFinance NO
8.83 10-11 FTRNX 108.49 Trend NO
8.72 11-05 FSDAX 18.03 SDefense&Aerospace NO
8.67 12-02 FSAVX 33.99 SAutomotive NO
8.65 13-03 FTQGX 25.97 FocusedStock NO
8.64 14-15 FSHOX 58.48 SConstructionandHousing NO
8.52 15-03 FDEGX 48.75 Growth Strategies NO
8.20 16-01 FEMEX 10.26 EmergingEMEA NO
8.11 17-01 FSMEX 56.74 SMedicalEquipment&Systems NO
7.98 18-03 FDLSX 16.33 SLeisure NO
7.89 19-02 FSHCX 92.10 SHealthCareServices NO
7.88 20-03 FDFFX 38.08 Independence 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)
May19 1m-7% 3m-9% 6m-16% 12m-19% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – STechnology(FSPTX_(14Jul19) from Cash(20May19)
20% – LatinAmerica(FLATX(24Jun19) from Cash(13May19)
20% – SGold(FSAGX)(17Jun19) from Cash(13May19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
20% – SITServices(FBSOX)(28Jan19) from Cash(15Oct18)
May19 1m-6% 3m-4% 6m-4% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
ETFs
PTNQ May19 1m-8% 3m+1% 6m+1% 12m+1%
QQQ May19 1m-8% 3m-0% 6m+3% 12m+3%
TQQQ May19 1m-24% 3m-2% 6m-1% 12m-10%

A down week, not a buy week. The sum of all the deviations has been 733, 734, and now 620 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 32, 46, 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 3% 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.

Jessie Felder produces a free weekly email on the latest ideas he likes on investing. thefelderrreport.com. One of the comments this week is on the intelligence of government regulators. An European regulator demanded that the manager of a pension fund get rid of some cash and buy bonds – because the rules stated that. So the manager had to buy bonds in Europe and with the negative interest rates they have has now guaranteed a loss on the bonds.

IRA#1
SGold has a price of 23.42, a sell price 22.25, a rank of 01, and is a hold. (ETF – GDX, GLD)
IRA#2
SITServices has a price of 74.10, a sell price 70.87, a rank of 03, and is a hold. (ETF – PSJ, FTXL)
SDefense&Aerospace has a price of 18.03 a sell price 17.26, a rank of 11, and is a hold. (ETF – ITA, XAR)
SGold has a price of 23.42, a sell price 22.25, a rank of 01, and is a hold. (ETF – GDX, GLD)
LatinAmerica has a price of 27.26, a sell price 26.15, a rank of 04, and is a hold. (ETF – EWZS, AGT)
STechnology has a price of 17.62, a sell price 16.74, a rank of 05, and is a buy. (ETF – PTF, IPAY)

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?
24.60 01-08 FSAGX 23.42 SGold YES
14.79 02-05 FSELX 10.43 SSemiconductors YES
12.51 03-28 FBSOX 74.10 SITServices NO
11.36 04-05 FLATX 27.26 LatinAmerica NO
10.68 05-22 FSPTX 17.62 STechnology NO
9.58 06-05 FHKCX 35.20 ChinaRegion NO
9.27 07-21 FSCSX 18.93 SSoftware&ITServices NO
9.14 08-10 FSPCX 63.77 SInsurance NO
8.87 09-04 FSVLX 17.28 SConsumerFinance NO
8.83 10-11 FTRNX 108.49 Trend NO
8.72 11-05 FSDAX 18.03 SDefense&Aerospace NO
8.67 12-02 FSAVX 33.99 SAutomotive NO
8.65 13-03 FTQGX 25.97 FocusedStock NO
8.64 14-15 FSHOX 58.48 SConstructionandHousing NO
8.52 15-03 FDEGX 48.75 Growth Strategies NO
8.20 16-01 FEMEX 10.26 EmergingEMEA NO
8.11 17-01 FSMEX 56.74 SMedicalEquipment&Systems NO
7.98 18-03 FDLSX 16.33 SLeisure NO
7.89 19-02 FSHCX 92.10 SHealthCareServices NO
7.88 20-03 FDFFX 38.08 Independence NO
Last Week
18.74 01-07 FSAGX 22.03 SGold NO
14.69 02-04 FSELX 10.34 SSemiconductors NO
13.84 03-27 FBSOX 74.48 SITServices YES
13.14 04-04 FLATX 27.53 LatinAmerica YES
12.32 05-21 FSPTX 17.78 STechnology YES
11.62 06-14 FSHOX 59.81 SConstructionandHousing YES
11.37 07-01 FSHCX 94.68 SHealthCareServices YES
11.37 08-20 FSCSX 19.20 SSoftware&ITServices YES
11.30 09-09 FSPCX 64.72 SInsurance NO
10.70 10-10 FTRNX 109.84 Trend YES
10.28 11-02 FTQGX 26.24 FocusedStock YES
10.26 12-03 FSVLX 17.42 SConsumerFinance YES
10.07 13-04 FSDAX 18.17 SDefense&Aerospace YES
9.86 14-02 FDFFX 38.62 Independence YES
9.67 15-01 FSRPX 16.56 SRetailing YES
9.62 16-01 FSAVX 34.13 SAutomotive YES
9.59 17-02 FDEGX 49.01 Growth Strategies YES
8.88 18-04 FHKCX 34.80 ChinaRegion NO
8.83 19-02 FDLSX 16.39 SLeisure NO
8.71 20-01 FSAIX 77.55 SAirTransportation YES

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)
May19 1m-7% 3m-9% 6m-16% 12m-19% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – STechnology(FSPTX_(14Jul19) from Cash(20May19)
20% – LatinAmerica(FLATX(24Jun19) from Cash(13May19)
20% – SGold(FSAGX)(17Jun19) from Cash(13May19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
20% – SITServices(FBSOX)(28Jan19) from Cash(15Oct18)
May19 1m-6% 3m-4% 6m-4% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
ETFs
PTNQ May19 1m-8% 3m+1% 6m+1% 12m+1%
QQQ May19 1m-8% 3m-0% 6m+3% 12m+3%
TQQQ May19 1m-24% 3m-2% 6m-1% 12m-10%

An OK week, a buy week. The sum of all the deviations has been 652, 733, and now 734 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 38, 32, and now 46.
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, if only by a minimul amount.

Sorry this is late. I spend Saturday working at WDW – Animal Kingdom, Dinoland, Boneyard, and it was HOT.
I have put in buy orders for the two ETF and one fund I am buying. I generally do that on Sundays unless Fidelity will not let me due to low volume or the ETF is on a secondary exchange.

IRA#1
SGold has a price of 22.03, a sell price 20.93, a rank of 01, and is a hold. (ETF – GDX, GLD)
IRA#2
SITServices has a price of 74.48, a sell price 70.76, a rank of 03, and is a hold. (ETF – PSJ, FTXL)
SDefense&Aerospace has a price of 18.17, a sell price 17.26, a rank of 13, and is a hold. (ETF – ITA, XAR)
SGold has a price of 22.03, a sell price 20.93, a rank of 01, and is a hold. (ETF – GDX, GLD)
LatinAmerica has a price of 27.53, a sell price 26.15, a rank of 04, and is a hold. (ETF – EWZS, AGT)
STechnology has a price of 17.78, a sell price TBD, a rank of 05, and is a buy. (ETF – PTF, IPAY)

My investment changes this weekend:
IRA #1 – None
IRA #2 – invest 20% in 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).
%Dev Rnk SYMB Price Fund Name 2wk UP?
18.74 01-07 FSAGX 22.03 SGold NO
14.69 02-04 FSELX 10.34 SSemiconductors NO
13.84 03-27 FBSOX 74.48 SITServices YES
13.14 04-04 FLATX 27.53 LatinAmerica YES
12.32 05-21 FSPTX 17.78 STechnology YES
11.62 06-14 FSHOX 59.81 SConstructionandHousing YES
11.37 07-01 FSHCX 94.68 SHealthCareServices YES
11.37 08-20 FSCSX 19.20 SSoftware&ITServices YES
11.30 09-09 FSPCX 64.72 SInsurance NO
10.70 10-10 FTRNX 109.84 Trend YES
10.28 11-02 FTQGX 26.24 FocusedStock YES
10.26 12-03 FSVLX 17.42 SConsumerFinance YES
10.07 13-04 FSDAX 18.17 SDefense&Aerospace YES
9.86 14-02 FDFFX 38.62 Independence YES
9.67 15-01 FSRPX 16.56 SRetailing YES
9.62 16-01 FSAVX 34.13 SAutomotive YES
9.59 17-02 FDEGX 49.01 Growth Strategies YES
8.88 18-04 FHKCX 34.80 ChinaRegion NO
8.83 19-02 FDLSX 16.39 SLeisure NO
8.71 20-01 FSAIX 77.55 SAirTransportation YES
Last Week
17.42 01-06 FSAGX 21.57 SGold NO
12.69 02-26 FBSOX 73.19 SITServices NO
12.34 03-03 FSELX 10.05 SSemiconductors NO
11.86 04-03 FLATX 27.03 LatinAmerica NO
11.59 05-08 FSPCX 64.50 SInsurance NO
11.52 06-20 FSPTX 17.54 STechnology NO
10.79 07-13 FSHOX 59.00 SConstructionandHousing YES
10.64 08-19 FSCSX 18.96 SSoftware&ITServices NO
10.49 09-03 FHKCX 35.15 ChinaRegion YES
9.97 10-02 FSVLX 17.28 SConsumerFinance YES
9.81 11-09 FTRNX 108.35 Trend NO
9.57 12-03 FSDAX 17.99 SDefense&Aerospace NO
9.19 13-03 FSMEX 56.81 SMedicalEquipment&Systems YES
9.11 14-01 FIGFX 14.91 InternationalGrowth YES
8.98 15-01 FDFFX 38.11 Independence NO
8.87 16-01 FDLSX 16.32 SLeisure YES
8.87 17-01 FDEGX 48.44 Growth Strategies NO
8.69 18-08 FIVFX 22.09 InternationalCapApp NO
8.62 19-04 FEMEX 10.21 EmergingEMEA NO
8.60 20-01 FTQGX 25.70 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)
May19 1m-7% 3m-9% 6m-16% 12m-19% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – STechnology(FSPTX_(14Jul19) from Cash(20May19)
20% – LatinAmerica(FLATX(24Jun19) from Cash(13May19)
20% – SGold(FSAGX)(17Jun19) from Cash(13May19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
20% – SITServices(FBSOX)(28Jan19) from Cash(15Oct18)
May19 1m-6% 3m-4% 6m-4% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
ETFs
PTNQ May19 1m-8% 3m+1% 6m+1% 12m+1%
QQQ May19 1m-8% 3m-0% 6m+3% 12m+3%
TQQQ May19 1m-24% 3m-2% 6m-1% 12m-10%

A OK week, not a buy week. The sum of all the deviations has been 708, 652, and now 733 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 54, 38, 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 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.

www.macrovoices.com is the internet home of the MacroVoices interviews and podcasts. They have expanded their interviews from the Wednesday hour+ interview – this week MacroVoices #174 John Netto: Gold will hit $1500 this month – with two  shorter weekly interviews. The all stars report – this week – All-Stars #27 Pippa Malmgren: Don’t underestimate the importance of data security – and energy week – this week – Energy Week #9: OPEC+, G20, And a Deep Dive on Forward Curves. The all stars is the most interesting of the two new reports. #27 is Pippa Malmgren – a outstanding economist. #26 is Juleitte Declercq – a good international view. #25 is Danielle DiMartino Booth – a former Federal Reserve Board employee who watches the FEB closely. In a previous interview Booth said in her time at the FRB a high number of the 1600+ employees were economic PHDs who spent all their time getting published in their unique economic specialties rather than working to produce better results from and for the FRB – our money at work.

IRA#1
SGold has a price of 21.57, a sell price 20.60, a rank of 01, and is a hold. (ETF – GDX, GLD)
IRA#2
SITServices has a price of 73.19, a sell price 69.53, a rank of 02, and is a hold. (ETF – PSJ, FTXL)
SDefense&Aerospace has a price of 17.99, a sell price 17.09, a rank of 12, and is a hold. (ETF – ITA, XAR)
SGold has a price of 21.57, a sell price 20.60, a rank of 01, and is a hold. (ETF – GDX, GLD)
LatinAmerica has a price of 27.03, a sell price 25.68, a rank of 04, and is a hold. (ETF – EWZS, AGT)

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 – 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?
17.42 01-06 FSAGX 21.57 SGold NO
12.69 02-26 FBSOX 73.19 SITServices NO
12.34 03-03 FSELX 10.05 SSemiconductors NO
11.86 04-03 FLATX 27.03 LatinAmerica NO
11.59 05-08 FSPCX 64.50 SInsurance NO
11.52 06-20 FSPTX 17.54 STechnology NO
10.79 07-13 FSHOX 59.00 SConstructionandHousing YES
10.64 08-19 FSCSX 18.96 SSoftware&ITServices NO
10.49 09-03 FHKCX 35.15 ChinaRegion YES
9.97 10-02 FSVLX 17.28 SConsumerFinance YES
9.81 11-09 FTRNX 108.35 Trend NO
9.57 12-03 FSDAX 17.99 SDefense&Aerospace NO
9.19 13-03 FSMEX 56.81 SMedicalEquipment&Systems YES
9.11 14-01 FIGFX 14.91 InternationalGrowth YES
8.98 15-01 FDFFX 38.11 Independence NO
8.87 16-01 FDLSX 16.32 SLeisure YES
8.87 17-01 FDEGX 48.44 Growth Strategies NO
8.69 18-08 FIVFX 22.09 InternationalCapApp NO
8.62 19-04 FEMEX 10.21 EmergingEMEA NO
8.60 20-01 FTQGX 25.70 FocusedStock NO
Last Week
01-05 19.11 FSAGX 21.68 SGold YES
02-02 12.74 FSELX 10.02 SSemiconductors YES
03-25 10.72 FBSOX 71.43 SITServices NO
04-07 9.84 FSPCX 63.10 SInsurance NO
05-19 9.77 FSPTX 17.16 STechnology NO
06-12 9.74 FSHOX 58.11 SConstructionandHousing YES
07-02 9.32 FSDAX 17.86 SDefense&Aerospace NO
08-01 9.31 FSDPX 69.95 SMaterials YES
09-02 9.24 FHKCX 34.56 ChinaRegion YES
10-01 9.16 FSCHX 13.03 SChemicals NO
11-02 9.08 FSMEX 56.48 SMedicalEquipment&Systems YES
12-02 8.98 FLATX 26.17 LatinAmerica NO
13-01 8.83 FSMVX 22.53 MidCapValue YES
14-18 8.68 FSCSX 18.52 SSoftware&ITServices NO
15-02 8.65 FFGCX 12.61 GlobalCommodity Stock YES
16-07 8.50 FIVFX 21.95 InternationalCapApp NO
17-03 8.47 FEMEX 10.15 EmergingEMEA NO
18-01 8.31 FSLEX 25.56 SEnvironmental&AltEnergy YES
19-01 8.31 FSVLX 16.93 SConsumerFinance YES
20-08 8.29 FTRNX 106.29 Trend 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)
May19 1m-7% 3m-9% 6m-16% 12m-19% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – Cash(20May19) from SSemiconductors(FSELX)(15Apr19)
20% – LatinAmerica(FLATX(24Jun19) from Cash(13May19)
20% – SGold(FSAGX)(17Jun19) from Cash(13May19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
20% – SITServices(FBSOX)(28Jan19) from Cash(15Oct18)
May19 1m-6% 3m-4% 6m-4% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
ETFs
PTNQ May19 1m-8% 3m+1% 6m+1% 12m+1%
QQQ May19 1m-8% 3m-0% 6m+3% 12m+3%
TQQQ May19 1m-24% 3m-2% 6m-1% 12m-10%

An OK week, not a buy week. The sum of all the deviations has been 493, 708, and now 652 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 62, 54, and now 38.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 2% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 2% 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.

I sent a copy of this webinar archive to many people this week so this may be a duplicate. Anyway, if you, friends, parents, kids, relatives, etc. have an IRA, changes are coming when tax rates change and IRAs are inherited. Based on what James says, it is the insurance companies which are pushing it so they can sell more annuities. Anyway some of his tax saving suggestions are based on current tax rates which possibly will end in two or six years. James has an interesting story on when he converted his traditional IRAs to Roth IRAs. In ’98 he was running his Pittsburgh CPA income tax preparation business on the second floor above a pizza shop. In February the pizza shop caught fire and burned the building down. He and his wife decided with a lower income that year to convert all their IRAs to Roths. https://www.youtube.com/watch?v=ut1i9cxpTXI
Webinar archive: http://events.genndi.com/r/3/0/replay/169105139238457339/08352f1ecd/0/134041447

IRA#1
SGold has a price of 21.68, a sell price 20.60, a rank of 01, and is a hold. (ETF – GDX, GLD)
IRA#2
SITServices has a price of 71.60, a sell price 68.02, a rank of 03, and is a hold. (ETF – PSJ, FTXL)
SDefense&Aerospace has a price of 17.86, a sell price 16.97, a rank of 07, and is a hold. (ETF – ITA, XAR)
SGold has a price of 21.68, a sell price 20.60, a rank of 01, and is a hold. (ETF – GDX, GLD)
LatinAmerica has a price of 26.17, a sell price 25.00, a rank of 12, and is a hold. (ETF – EWZS, AGT)

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 – 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?
01-05 19.11 FSAGX 21.68 SGold YES
02-02 12.74 FSELX 10.02 SSemiconductors YES
03-25 10.72 FBSOX 71.43 SITServices NO
04-07 9.84 FSPCX 63.10 SInsurance NO
05-19 9.77 FSPTX 17.16 STechnology NO
06-12 9.74 FSHOX 58.11 SConstructionandHousing YES
07-02 9.32 FSDAX 17.86 SDefense&Aerospace NO
08-01 9.31 FSDPX 69.95 SMaterials YES
09-02 9.24 FHKCX 34.56 ChinaRegion YES
10-01 9.16 FSCHX 13.03 SChemicals NO
11-02 9.08 FSMEX 56.48 SMedicalEquipment&Systems YES
12-02 8.98 FLATX 26.17 LatinAmerica NO
13-01 8.83 FSMVX 22.53 MidCapValue YES
14-18 8.68 FSCSX 18.52 SSoftware&ITServices NO
15-02 8.65 FFGCX 12.61 GlobalCommodity Stock YES
16-07 8.50 FIVFX 21.95 InternationalCapApp NO
17-03 8.47 FEMEX 10.15 EmergingEMEA NO
18-01 8.31 FSLEX 25.56 SEnvironmental&AltEnergy YES
19-01 8.31 FSVLX 16.93 SConsumerFinance YES
20-08 8.29 FTRNX 106.29 Trend NO
Last Week
18.33 01-04 FSAGX 21.32 SGold YES
11.61 02-24 FBSOX 71.60 SITServices NO
10.60 03-18 FSPTX 17.20 STechnology NO
10.18 04-17 FSCSX 18.69 SSoftware&ITServices NO
10.13 05-01 FLATX 26.32 LatinAmerica YES
10.09 06-06 FSPCX 62.92 SInsurance NO
9.51 07-11 FSHOX 57.69 SConstructionandHousing YES
9.43 08-01 FSDAX 17.79 SDefense&Aerospace NO
9.34 09-05 FSUTX 92.51 SUtilities YES
9.31 10-01 FSELX 9.65 SSemiconductors NO
9.28 11-02 FEMEX 10.18 EmergingEMEA YES
9.23 12-07 FTRNX 106.75 Trend NO
8.94 13-01 FSMEX 56.14 SMedicalEquipment&Systems YES
8.83 14-06 FIVFX 21.92 InternationalCapApp NO
8.48 15-06 FRESX 45.94 RealEstateInvestment YES
8.38 16-01 FHKCX 34.12 ChinaRegion YES
8.26 17-15 FTQGX 25.41 FocusedStock NO
8.14 18-03 FDFFX 37.50 Independence NO
8.11 19-01 FFGCX 12.49 GlobalCommodity Stock YES
7.97 20-01 FEMKX 32.06 EmergingMarkets 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)
May19 1m-7% 3m-9% 6m-16% 12m-19% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – Cash(20May19) from SSemiconductors(FSELX)(15Apr19)
20% – LatinAmerica(FLATX(24Jun19) from Cash(13May19)
20% – SGold(FSAGX)(17Jun19) from Cash(13May19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
20% – SITServices(FBSOX)(28Jan19) from Cash(15Oct18)
May19 1m-6% 3m-4% 6m-4% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
ETFs
PTNQ May19 1m-8% 3m+1% 6m+1% 12m+1%
QQQ May19 1m-8% 3m-0% 6m+3% 12m+3%
TQQQ May19 1m-24% 3m-2% 6m-1% 12m-10%

A good week, a buy week. The sum of all the deviations has been 479, 493, and now 708 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 08, 62, and now 54.
In reviewing some of the market indicators:
SPY (S&P500 ETF) is 2% above its 50 day moving average,
QQQ (Nasdaq 100 ETF) is 3% above its 50 day moving average,
IWM (Russell 2000 ETF) is 0% below 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 received a message from IBD – Investors Business Daily – on 5 stocks to watch. Disney (DIS) and Comcast (CMCSA) lead five top stocks to watch this week working on shallow bases as the stock market uptrend takes a breather. Cadence Design Systems (CDNS), TransDigm (TDG) and Estee Lauder (EL) round out the top five. During the week CDNS was up 5.4%, TDG was up 5.2%, CMCSA was up 3.0%, EL was up 2.5%, and Disney was down 1.0%. Friday IBD’s Stock of the day was RPD – the stock of the day is free on their web site – www.investors.com.

IRA#1
SGold has a price of 21.32, a sell price 20.25, a rank of 01, and is a hold. (ETF – GDX, GLD)
IRA#2
SITServices has a price of 71.60, a sell price 68.02, a rank of 02, and is a hold. (ETF – PSJ, FTXL)
SDefense&Aerospace has a price of 17.79, a sell price 16.90, a rank of 08, and is a hold. (ETF – ITA, XAR)
SGold has a price of 21.32, a sell price 20.25, a rank of 01, and is a hold. (ETF – GDX, GLD)
LatinAmerica has a price of 26.32, a sell price TBD, a rank of 05, and is a buy (ETF – EWZS, AGT)

My investment changes this weekend:
IRA #1 – None
IRA #2 – invest 20% in LatinAmerica

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?
18.33 01-04 FSAGX 21.32 SGold YES
11.61 02-24 FBSOX 71.60 SITServices NO
10.60 03-18 FSPTX 17.20 STechnology NO
10.18 04-17 FSCSX 18.69 SSoftware&ITServices NO
10.13 05-01 FLATX 26.32 LatinAmerica YES
10.09 06-06 FSPCX 62.92 SInsurance NO
9.51 07-11 FSHOX 57.69 SConstructionandHousing YES
9.43 08-01 FSDAX 17.79 SDefense&Aerospace NO
9.34 09-05 FSUTX 92.51 SUtilities YES
9.31 10-01 FSELX 9.65 SSemiconductors NO
9.28 11-02 FEMEX 10.18 EmergingEMEA YES
9.23 12-07 FTRNX 106.75 Trend NO
8.94 13-01 FSMEX 56.14 SMedicalEquipment&Systems YES
8.83 14-06 FIVFX 21.92 InternationalCapApp NO
8.48 15-06 FRESX 45.94 RealEstateInvestment YES
8.38 16-01 FHKCX 34.12 ChinaRegion YES
8.26 17-15 FTQGX 25.41 FocusedStock NO
8.14 18-03 FDFFX 37.50 Independence NO
8.11 19-01 FFGCX 12.49 GlobalCommodity Stock YES
7.97 20-01 FEMKX 32.06 EmergingMarkets NO
Last Week
11.91 01-03 FSAGX 19.97 SGold YES
10.37 02-23 FBSOX 70.37 SITServices NO
10.22 03-05 FSPCX 62.66 SInsurance YES
9.35 04-10 FSHOX 57.32 SConstructionandHousing YES
8.37 05-05 FRESX 45.69 RealEstateInvestment YES
7.94 06-02 FSCHX 12.77 SChemicals YES
7.84 07-04 FSUTX 90.79 SUtilities YES
7.53 08-17 FSPTX 16.63 STechnology NO
7.53 09-02 FSDPX 68.20 SMaterials NO
7.43 10-22 FSVLX 16.65 SConsumerFinance NO
7.22 11-16 FSCSX 18.09 SSoftware&ITServices NO
7.19 12-05 FSRNX 16.82 RealEstateIndex YES
6.98 13-06 FTRNX 104.04 Trend NO
6.84 14-01 FDLSX 15.83 SLeisure YES
6.40 15-05 FIVFX 21.33 InternationalCapApp NO
6.39 16-04 FNBGX 13.71 Long-TermTreasuryBondIndex NO
6.29 17-14 FTQGX 24.84 FocusedStock NO
6.26 18-01 FEMEX 9.85 EmergingEMEA YES
6.21 19-02 FDFFX 36.67 Independence NO
6.17 20-03 FIUIX 27.29 Telecom&Utilities YES

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)
May19 1m-7% 3m-9% 6m-16% 12m-19% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – Cash(20May19) from SSemiconductors(FSELX)(15Apr19)
20% – LatinAmerica(FLATX(24Jun19) from Cash(13May19)
20% – SGold(FSAGX)(17Jun19) from Cash(13May19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
20% – SITServices(FBSOX)(28Jan19) from Cash(15Oct18)
May19 1m-6% 3m-4% 6m-4% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
ETFs
PTNQ May19 1m-8% 3m+1% 6m+1% 12m+1%
QQQ   May19 1m-8% 3m-0% 6m+3% 12m+3%
TQQQ May19 1m-24% 3m-2% 6m-1% 12m-10%

Not a bad week, not a great week. The sum of all the deviations has been 081, 479, and now 483 – up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 00, 08, and now 62.
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% below its 50 day moving average,
IWM (Russell 2000 ETF) is 2% below its 50 day moving average,
QQQ and IWM are below 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 if only barely.

You should listen to MacroVoices All-Star #17 posted 14Jun19 which featured Danielle DiMartino Booth. She discussed last weeks Federal Reserve Board week long meeting in Chicago. As part of that session they changed the words “zero lower bound” with “effective lower bound” so that they can make negative interest rates (like Japan and the EU) and not violate any of their rules. There were also other terms changed to help hide their actions. Also interesting is that the first paper presented said that if the FED had cut rates from 5+% to -5% during the last crisis the the impact on the economy would have mitigated. They are setting the stage for a real downturn. Negative interest rates will cause cash hoarding (resulting government penalties) which may kill the financial system. Think of what that will do to your pension, bank account, etc.

IRA#1
SGold has a price of 19.97, a sell price TBD, a rank of 01, and is a buy. (ETF – GDX, GLD)
IRA#2
SITServices has a price of 70.75, a sell price 67.21, a rank of 01, and is a hold. (ETF – PSJ, FTXL)
SDefense&Aerospace has a price of 17.43, a sell price 16.56, a rank of 14, and is a hold. (ETF – ITA, XAR)
SGold has a price of 19.97, a sell price TBD, a rank of 01, and is a buy. (ETF – GDX, GLD)

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

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?
11.91 01-03 FSAGX 19.97 SGold YES
10.37 02-23 FBSOX 70.37 SITServices NO
10.22 03-05 FSPCX 62.66 SInsurance YES
9.35 04-10 FSHOX 57.32 SConstructionandHousing YES
8.37 05-05 FRESX 45.69 RealEstateInvestment YES
7.94 06-02 FSCHX 12.77 SChemicals YES
7.84 07-04 FSUTX 90.79 SUtilities YES
7.53 08-17 FSPTX 16.63 STechnology NO
7.53 09-02 FSDPX 68.20 SMaterials NO
7.43 10-22 FSVLX 16.65 SConsumerFinance NO
7.22 11-16 FSCSX 18.09 SSoftware&ITServices NO
7.19 12-05 FSRNX 16.82 RealEstateIndex YES
6.98 13-06 FTRNX 104.04 Trend NO
6.84 14-01 FDLSX 15.83 SLeisure YES
6.40 15-05 FIVFX 21.33 InternationalCapApp NO
6.39 16-04 FNBGX 13.71 Long-TermTreasuryBondIndex NO
6.29 17-14 FTQGX 24.84 FocusedStock NO
6.26 18-01 FEMEX 9.85 EmergingEMEA YES
6.21 19-02 FDFFX 36.67 Independence NO
6.17 20-03 FIUIX 27.29 Telecom&Utilities YES
Last Week
01-22 11.57 FBSOX 70.75 SITServices NO
02-02 10.87 FSAGX 19.66 SGold YES
03-05 10.22 FSPCX 62.32 SInsurance NO
04-16 8.35 FSPTX 16.69 STechnology NO
05-09 8.19 FSHOX 56.43 SConstructionandHousing NO
06-03 8.10 FSDAX 17.43 SDefense&Aerospace NO
07-04 8.04 FRESX 45.35 RealEstateInvestment NO
08-15 8.04 FSCSX 18.16 SSoftware&ITServices NO
09-21 7.85 FSVLX 16.65 SConsumerFinance NO
10-01 7.73 FSDPX 68.06 SMaterials NO
11-01 7.71 FSCHX 12.69 SChemicals NO
12-03 7.60 FSUTX 90.22 SUtilities NO
13-05 7.58 FTRNX 104.24 Trend NO
14-04 7.16 FIVFX 21.41 InternationalCapApp NO
15-03 7.05 FNBGX 13.75 Long-TermTreasuryBondIndex NO
16-04 6.83 FSRNX 16.70 RealEstateIndex NO
17-01 6.73 FSELX 9.35 SSemiconductors NO
18-03 6.35 FDFFX 36.60 Independence NO
19-13 6.34 FTQGX 24.77 FocusedStock NO
20-02 6.16 FIUIX 27.20 Telecom&Utilities 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)
May19 1m-7% 3m-9% 6m-16% 12m-19% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – Cash(20May19) from SSemiconductors(FSELX)(15Apr19)
20% – Cash(13May19) from ChinaRegion(FSHCX)(08Apr19)
20% – SGold(FSAGX)(17Jun19) from Cash(13May19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
20% – SITServices(FBSOX)(28Jan19) from Cash(15Oct18)
May19 1m-6% 3m-4% 6m-4% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
ETFs
PTNQ Mar19 1m+4% 3m+4% 6m-5% 12m+10%
QQQ Mar19 1m+4% 3m+16% 6m-3% 12m+13%
TQQQ Mar19 1m+11% 3m+53% 6m-20% 12m+18%

Not a good week, not a buy week. The sum of all the deviations has been 263, 081, and now 479 – not up 2 weeks in a row.
The number of funds I rate as a buy over the last 3 weeks has been 06, 00, and now 08.
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% below its 50 day moving average,
IWM (Russell 2000 ETF) is 2% below its 50 day moving average,
IWM is still below 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.

So in January the Federal Reserve Board decided to quit raising interest rates and the market quit going down. This week the FED suggested they would reduce interest rates and the market quit going down. One of these days the FED will try it again and it will not work. There is also something to worry about when the economy is at a peak and the FED cannot raise rates without killing the market.

There is an interesting article in Seeking Alpha – https://seekingalpha.com/article/4269235-gold-surges-near-breakout. Several reports I heard claim that when gold finally closes at a new bull market high (>$1,365) it will be time to buy. SGold fund from Fidelity is performing well also.

Fidelity is back to not reporting fund distributions the weekend they occur. 5 of the funds I follow had a distribution, but it was not reported on the list of all YTD distribution. So when they get around to reporting them the results could be some minor changes in the relative fund rankings.

IRA#1
No Investments
IRA#2
SITServices has a price of 70.75, a sell price 67.21, a rank of 01, and is a hold. (ETF – PSJ, FTXL)
SDefense&Aerospace has a price of 17.43, a sell price 16.56, a rank of 14, and is a hold. (ETF – ITA, XAR)

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).
%Dev Rnk SYMB Price Fund Name 2wk UP?
01-22 11.57 FBSOX 70.75 SITServices NO
02-02 10.87 FSAGX 19.66 SGold YES
03-05 10.22 FSPCX 62.32 SInsurance NO
04-16 8.35 FSPTX 16.69 STechnology NO
05-09 8.19 FSHOX 56.43 SConstructionandHousing NO
06-03 8.10 FSDAX 17.43 SDefense&Aerospace NO
07-04 8.04 FRESX 45.35 RealEstateInvestment NO
08-15 8.04 FSCSX 18.16 SSoftware&ITServices NO
09-21 7.85 FSVLX 16.65 SConsumerFinance NO
10-01 7.73 FSDPX 68.06 SMaterials NO
11-01 7.71 FSCHX 12.69 SChemicals NO
12-03 7.60 FSUTX 90.22 SUtilities NO
13-05 7.58 FTRNX 104.24 Trend NO
14-04 7.16 FIVFX 21.41 InternationalCapApp NO
15-03 7.05 FNBGX 13.75 Long-TermTreasuryBondIndex NO
16-04 6.83 FSRNX 16.70 RealEstateIndex NO
17-01 6.73 FSELX 9.35 SSemiconductors NO
18-03 6.35 FDFFX 36.60 Independence NO
19-13 6.34 FTQGX 24.77 FocusedStock NO
20-02 6.16 FIUIX 27.20 Telecom&Utilities NO
Last Week
01-21 8.34 FBSOX 68.28 SITServices NO
02-02 7.29 FNBGX 13.73 Long-TermTreasuryBond NO
03-04 6.35 FSPCX 59.81 SInsurance NO
04-01 5.90 FSAGX 18.67 SGold NO
05-03 5.85 FRESX 44.51 RealEstateInvestment NO
06-03 4.87 FSRNX 16.46 RealEstateIndex NO
07-14 4.86 FSCSX 17.55 SSoftware&ITServices NO
08-20 4.78 FSVLX 16.11 SConsumerFinance NO
09-02 4.41 FSUTX 87.19 SUtilities NO
10-03 4.35 FIVFX 20.77 InternationalCapApp NO
11-01 3.95 FEMEX 9.58 EmergingEMEA NO
12-02 3.91 FRIFX 12.27 RealEstateIncome NO
13-08 3.63 FSHOX 53.82 SConstructionandHousing NO
14-04 3.46 FTRNX 99.85 Trend NO
15-02 3.39 FSDAX 16.60 SDefense&Aerospace NO
16-01 3.14 FLATX 24.38 LatinAmerica NO
17-15 3.02 FSPTX 15.80 STechnology NO
18-01 2.87 FEDDX 13.01 EmergingMarketsDiscovery NO
19-12 2.65 FTQGX 23.83 FocusedStock NO
20-02 2.57 FDFFX 35.18 Independence NO

It will be some time before I get all of the % returns correct.
IRA#1 is currently invested in:
100% – Cash(13May19) from ChinaRegion(FSHCX)(08Apr19)
May19 1m-7% 3m-9% 6m-16% 12m-19% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
IRA#2 is currently invested in:
20% – Cash(20May19) from SSemiconductors(FSELX)(15Apr19)
20% – Cash(13May19) from ChinaRegion(FSHCX)(08Apr19)
20% – Cash(22Apr19) from SGold(FSAGX)(03Feb19)
20% – SDefense&Aerospace(FSDAX)(25Feb19) from Cash(24Sep18)
20% – SITServices(FBSOX)(28Jan19) from Cash(15Oct18)
May19 1m-6% 3m-4% 6m-4% 12m-8% 24m+na% 36m+na% 60m+na% 120m+na%
Average annual return since 1/82 na%
ETFs
PTNQ Mar19 1m+4% 3m+4% 6m-5% 12m+10%
QQQ Mar19 1m+4% 3m+16% 6m-3% 12m+13%
TQQQ Mar19 1m+11% 3m+53% 6m-20% 12m+18%