ETF: Trends & Ranks for 2022Q1

MapG · January 1, 2022, 11:39am

Universe: Exchange Traded Funds and Index MF’s. Inverse/Leveraged/ETN’s are excluded.
Method: Apply a risk adjusted mechanical trend analysis model for Quant screen trading.
Objective: Moderate risk and apply diversified investment selections with current sources available.
Strategy: 1- Multi-Asset MF, 2- Multi-Asset ETF’s, 3- Market Assets, 4- Enhanced Assets, 5- U.S. TSM, 6- WWL
Frequency: Updated weekly and held for at least 30 days. Allocation “Risk” adjusted weekly.

1- MAA: Multi-Asset MF
Criteria: SELLIF: ( RS(3,6,12)_Rank > 4 ) , HTD

 **1- RS(3,6,12)            1-MAA       BM       12m     9m      6m      3m   RS(3,6,12)  %G/L  PO(s)   PO(3)   PO(f)   Criteria**
**1- MAA: Multi-Asset MF             Symbol  Index      RRS252  RRS189  RRS126  RRS63    %Rank1    126   63/126  42/126  21/126  Status:**
Fidelity 500 Index Fund            FXAIX   SP:500        23%     19%     17%    29%   **100%**  9%     2.0%    3.5%    3.6%    HTD
Fidelity Multi-Asset Index Fund    **FFNOX** GL:MAA        14%     11%      7%     7%   **75%** -1%     0.9%    1.5%    0.8%    HTD
Fidelity International Index Fund  FSPSX   MSCI:EAFE      8%      1%     -4%   -14%   **33%** -1%    -0.6%   -0.8%   -2.6%    HTD
Fidelity Extnd US Mkt Index Fund   FSMAX   DJ:CTSM        1%      4%     -1%   -28%   **25%** -4%     0.4%    0.0%   -3.8%    HTD
Fidelity U.S. Bond Index Fund      FXNAX   BB:AB         -1%     -1%     -5%    -1%   **17%** -1%    -0.8%   -0.8%   -0.8%    Sell

2- MAA: Multi-Asset ETF’s
Criteria: HTDIF: ( Held < 31d ), SELLIF: (RS(3,6,12)_Rank > 4 ), BUYIF: ( RS(3,6,12)_Rank <=3 ), HTD

 **2- RS(3,6,12)               2-MAA    Asset     12m     9m      6m      3m   RS(3,6,12)  %G/L  PO(s)   PO(3)   PO(f)   Criteria**
**2- MAA: Multi-Asset ETF's                 Symbol  Geo:Cla  RRS252  RRS189  RRS126  RRS63    %Rank1    126   63/126  42/126  21/126  Status:**
**iShares Core Aggressive Allocation ETF    AOA** GL:Agr      11%      7%      5%     9%   **92%**  3%     0.6%    1.2%    0.8%   **Buy**
**iShares Core Growth Allocation ETF        AOR** GL:Gro       8%      5%      3%     7%   **67%**  2%     0.3%    0.8%    0.5%   **Buy**
**iShares Core Moderate Allocation ETF      AOM** GL:Mod       5%      4%      1%     5%   **42%**  1%     0.0%    0.3%    0.2%   **Buy**
**iShares Commodity Dynamic Roll Strategy   COMT** GL:Com      23%     12%     -2%   -97%   **33%** -11%    1.6%   -1.4%   -8.4%   **HTD**
**iShares Core Conservative Allocation ETF  AOK** GL:Con       4%      3%     -1%     3%   **17%**  0%    -0.2%    0.1%   -0.1%   **Sell**

3- QAR: Market Assets
Criteria: HTDIF: ( Held < 31d ), SELLIF: ( RS(3,4,5,6)_Rank > 3 or SMA40 < SMA120 ), BUYIF: ( RS(3,4,5,6)_Rank <= 2 ) , HTD

 **3- RS(3,4,5,6),PO(40/120)      3-QAR     Asset     6m      5m      4m     3m   RS(3,4,5,6)  %G/L  PO(s)   PO(3)   PO(f)   Criteria**
**3- QAR: Market Assets              Symbol  Geo:Cla   RRS126  RRS105  RRS84  RRS63    %Rank1     126   50/120  40/120  30/120  Status:**
**Invesco Nasdaq 100 Trust           QQQ** GL:NQ        21%     22%    27%    38%   **100%** 11%     3.7%   **4.3%**   4.3%   **Buy**
**Fidelity MSCI Real Estate          FREL** US:RE        13%     15%    21%    31%   **80%** 13%     2.3%   **2.6%**   2.8%   **Buy**
**Invesco FTSE US RAFI 1000          PRF** US:RAFI      13%     13%    18%    15%   **55%**  6%     2.3%   **2.4%**   2.1%   **HTD**
**iShares BB&B 20+ Year US Treasury  TLT** US:LTT        0%      1%     5%    19%   **45%**  2%     0.2%   **0.6%**   0.9%   **Sell**
**iShares Core MSCI EAFE             IEFA** EAFE:BMC     -4%     -9%   -12%   -11%   **20%** -1%    -0.5%   **-0.9%**  -2.0%   **Sell**
**Invesco DVSFD Commodity Strategy   PDBC** US:Com      -37%    -59%  -113%  -222%   **0%** -31%   -4.3%   **-8.4%** -14.9%   **HTD**

4- QAR: Enhanced Assets
Criteria: HTDIF: ( Held < 31d ), SELLIF: ( RS(3,4,5,6)_Rank > 4 or SMA40 < SMA120 ), BUYIF: ( RS(3,4,5,6)_Rank <= 2 ), HTD

 **4- RS(3,4,5,6),PO(40/120)     4-QAR    Asset     6m      5m      4m     3m   RS(3,4,5,6)  %G/L  PO(s)   PO(3)   PO(f)   Criteria**
**4- QAR: Enhanced Assets           Symbol  Geo:Cla  RRS126  RRS105  RRS84  RRS63    %Rank1     126   50/120  40/120  30/120  Status:**
**iShares MSCI USA Qualty Factor    QUAL** US:QF       12%     12%    21%    28%   **96%**  8%     2.5%   **2.8%**   2.5%   **Buy**
**iShares MSCI USA Multi-Factor     LRGF** US:MF       11%     11%    18%    26%   **82%**  8%     2.0%   **2.4%**   2.3%   **Buy**
**iShares MSCI Min-Vol USA          USMV** US:MV        9%      8%    16%    26%   **64%**  9%     1.6%   **1.8%**   2.0%   **HTD**
**iShares MSCI USA Size Factor      SIZE** US:SF        9%      8%    11%    10%   **50%**  5%     1.8%   **1.8%**   1.1%   **HTD**
**iShares MSCI USA Value Factor     VLUE** US:VF        6%      7%    15%    20%   **46%**  4%     1.3%   **1.7%**   1.5%   **Sell**
**iShares MSCI USA Momentum Factor  MTUM** US:MoF      13%      6%     3%    -7%   **43%**  5%     2.1%   **1.5%**   0.4%   **Sell**
**iShares MSCI Min-Vol EM           EEMV** EM:MV        0%     -1%    -6%    -9%   **11%** -2%     0.1%   **-0.1%**  -0.7%   **Sell**
**iShares MSCI Min-Vol EAFE         EFAV** EAFE:MV     -4%     -9%    -8%     2%   **7%**  1%    -0.7%   **-0.8%**  -1.3%   **Sell**

5- QAR: U.S. Total Stock Market
Criteria: HTDIF: ( Held < 31d ), SELLIF: ( RS(3,6,12)_Rank > 4 or SMA42 < SMA126 ), BUYIF: ( RS(3,6,12)_Rank <= 2 ), HTD

 **5- RS(3,6,12),PO(42/126)       5-QAR     BM       12m     9m      6m      3m   RS(3,6,12)  %G/L  PO(s)   PO(3)   PO(f)   Criteria**
**5- QAR: U.S. Total Stock Market      Symbol  Index    RRS252  RRS189  RRS126  RRS63    %Rank1    126   63/126  42/126  21/126  Status:**
**Invesco S&P LC 500 Equal-Weighted    RSP** SP500EW     20%     12%     12%    15%   **100%**  7%     1.6%   **2.4%**   2.3%   **Buy**
**Invesco S&P MC 400 Equal-Weighted    EWMC** SP400EW     13%      5%     12%     5%   **67%**  4%     1.8%   **2.6%**   1.0%   **Buy**
**Invesco Russell 1000 Equal-Weighted  EQAL** R1000EW     14%      7%      8%     1%   **53%**  3%     1.2%   **1.5%**   0.5%   **HTD**
**Direxion Nasdaq 100 Equal-Weighted   QQQE** N100-EW     15%     14%      5%    -2%   **47%**  2%     0.6%   **1.2%**  -1.2%   **HTD**
**Invesco S&P SC 600 Equal-Weighted    EWSC** SP600EW     12%      3%     10%    -4%   **33%**  1%     1.7%   **2.3%**   0.2%   **Sell**
**Invesco Russell 2000 Cap-Weighted    IWM** R2000        4%      1%      5%   -15%   **0%** -3%     1.0%   **1.2%**  -1.9%   **Sell**

6- WWL: Select (25 of 100)
Criteria: HTDIF: ( Held < 31d ), SELLIF: ( RS(3,4,5,6)_Rank > 15 or SMA30 < SMA120 ) , BUYIF: ( RS(3,4,5,6)_Rank <= 12 ), HTD

 **6- RS(3,4,5,6),PO(30/120)         6-WWL    Asset     6m      5m      4m     3m   RS(3,4,5,6)  %G/L  PO(s)   PO(4)   PO(f)   Criteria**
**6- WWL: Select (25 of 100)              Symbol  Geo:Cla  RRS126  RRS105  RRS84  RRS63    %Rank1     126   40/120  30/120  24/120  Status:**
**Fidelity MSCI Information Technology    FTEC** US:Tech     25%     27%    36%    47%   **91%** 14%     5.2%   **5.4%**   5.4%   **Buy**
**iShares US Technology Sector            IYW** US:Tech     27%     27%    34%    45%   **89%** 14%     5.4%   **5.4%**   5.2%   **Buy**
**Invesco Russell Top 200 Growth          IWY** US:LCG      23%     26%    34%    45%   **81%** 13%     4.9%   **5.1%**   5.0%   **Buy**
**iShares Global Technology               IXN** GL:Tech     22%     25%    33%    50%   **78%** 13%     4.8%   **5.2%**   5.3%   **Buy**
**Invesco SP500 Eq-Wt Energy              RYE** US:EEW      50%     60%    41%   -27%   **76%**  4%     7.2%   **5.7%**   5.3%   **Buy**
**iShares Core SP900 U.S. Growth          IUSG** US:LCG      23%     25%    32%    42%   **75%** 13%     4.8%   **4.8%**   4.7%   **Buy**
**Fidelity MSCI Energy Index              FENY** US:Ene      39%     49%    36%   -20%   **75%**  1%     5.9%   **4.7%**   4.3%   **Buy**
**Invesco SP500 Pure Growth               RPG** US:LCG      26%     21%    23%    28%   **67%** 13%     4.7%   **3.9%**   3.1%   **Buy**
**Fidelity MSCI Consumer Discretionary    FDIS** US:CD       21%     27%    29%    25%   **65%**  8%     4.8%   **4.1%**   3.2%   **Buy**
**Invesco SP500 Eq-Wt Technology          RYT** US:TEW      19%     20%    29%    40%   **61%** 11%     4.1%   **4.1%**   4.1%   **Buy**
**iShares FTSE KLD 400 Social Index       DSI** US:ESGs     21%     21%    27%    28%   **59%** 11%     4.0%   **3.7%**   3.5%   **Buy**
**Invesco S&P SmallCap Value With Mo      XSVM** US:SCVM     24%     23%    23%     3%   **57%**  6%     4.4%   **2.9%**   1.9%   **Buy**
**iShares Residential & M-S Real Estate   REZ** US:RE       16%     19%    25%    35%   **50%** 16%     3.1%   **3.6%**   3.9%   **HTD**
**iShares MSCI USA ESG Select             SUSA** US:ESGs     17%     16%    22%    27%   **41%** 10%     3.3%   **3.1%**   2.9%   **HTD**
**Invesco R1000 Dynamic Multi-Factor      OMFL** US:MF       18%     16%    21%    18%   **36%**  8%     3.1%   **2.7%**   2.4%   **HTD**
**Invesco KBW Banking                     KBWB** US:Bank     23%     17%    12%   -23%   **35%**  5%     2.7%   **1.4%**   0.4%   **Sell**
**Fidelity Nasdaq Composite Index         ONEQ** GL:NC       16%     16%    19%    25%   **35%**  7%     3.4%   **2.9%**   2.4%   **Sell**
**Invesco SP500 GARP                      SPGP** US:GARP     13%     13%    22%    34%   **33%** 10%     2.9%   **2.9%**   2.9%   **Sell**
**Invesco MSCI USA Pure Beta              PBUS** US:PB       15%     15%    21%    25%   **31%**  8%     3.0%   **2.8%**   2.7%   **Sell**
**Invesco S&P Mid-Cap Value with Mo       XMVM** US:MCVM     17%     14%    20%    14%   **30%**  7%     3.3%   **2.5%**   1.8%   **Sell**
**Invesco SP500 Eq-Wt Financials          RYF** US:FEW      19%     13%    13%    -6%   **26%**  7%     2.3%   **1.6%**   1.1%   **Sell**
**Invesco SP500 Eq-Wt Con. Discretionary  RCD** US:CDEW     13%     14%    19%    14%   **21%**  4%     2.9%   **2.1%**   1.4%   **Sell**
**iShares US Broker-Dealers & Sec. Exch.  IAI** US:BDSE     19%     10%    10%    -5%   **19%**  8%     2.0%   **1.3%**   0.9%   **Sell**
**Fidelity MSCI Financials Index          FNCL** US:Fncl     19%     13%    12%    -8%   **18%**  6%     2.3%   **1.4%**   0.8%   **Sell**
**iShares Expanded Tech-Software Sector   IGV** NA:Soft      6%     -3%   -11%   -28%   **0%**  1%     0.2%   **-2.0%**  -3.3%   **Sell**

Expect weekly “Summary” follow-ups.

GD_

MapG · January 7, 2022, 4:59pm

 **Market Trends          PO's             MAC(10M)             DBE(99d,5m)           CountIF  %Bullish    Risk**
 **7-Jan-2022          Status:  Inter      Status:  TP,210         Status:  MktD     Bullish    Eq-Wt   Status:**
SP600 (IJR) Daily    **|** BEARish   0.0%  **|**  Bullish    1.7%  **|**     Bullish    41  **|**    2        13.3%  Averse
SP400 (MDY) Daily    **|** Bullish   0.6%  **|**  Bullish    2.7%  **|**     Bullish    41  **|**    3        20.0%  Risk_On
SP500EW (RSP) Daily  **|** Bullish   2.5%  **|**  Bullish    6.0%  **|**     Bullish     1  **|**    3        20.0%  Risk_On
SP1500 (ITOT) Daily  **|** Bullish   4.0%  **|**  Bullish    4.7%  **|**     Bullish     2  **|**    3        20.0%  Risk_On
SP500 (.SPx) Daily   **|** Bullish   6.3%  **|**  Bullish    6.9%  **|**     Bullish     2  **|**    3        20.0%  Risk_On
        ---             ---     ---      ---       ---        ---      ---      ---      ---       ---
<b> CountIF(Bullish) =        4                   5                     5                  14       93.3%   *Risk_On*</b>

 **Screen Positions (RS)        1     2    3     4   5     6   7   8   9   10  11  12   Sell   HTD    Buy**
1- MAA: Multi-Asset MF           __--   FFNOX  --   --   *--*                                *--   FFNOX   --*__
2- MAA: Multi-Asset ETF's        __AOA   AOR   --  COMT  *--*                                *--   COMT   AOM*__
3- QAR: Market Assets            __QQQ    --   --   *--   --  PDBC*                         *PDBC     --   FREL*__
4- QAR: Enhanced Assets          __--     --   --   --   *--   --   --  --*                  *--     --   QUAL*__
5- QAR: U.S. Total Stock Market  __--     --   --   --   *--   --*                          *--     --   RSP*__
6- WWL: Select (25 of 100)       __--     --   --   --   --   --   --  --  --  --  --  --   *--     --   FTEC*__

 __Criteria (Buy,HTD,Sell)   Alloc#  HTD#  Held#  Vested  HeldW  Sold*  Bot  %G/L  (YTD)  TR(1y)  TR(3y)__
1- RS(3,6,12)                 1       4     1       52%   105    *0     0*  22%     0%     11%      7%
2- RS(3,6,12)                 3       4     3       56%    79    *0     0*  11%     0%     11%      7%
3- RS(3,4,5,6),PO(40/120)     2       3     2       29%    10    *0     0*   1%    -3%     17%      7%
4- RS(3,4,5,6),PO(40/120)     2       4     0        0%    0     *0     0*   0%    -3%     17%      7%
5- RS(3,6,12),PO(42/126)      2       4     0        0%    0     *0     0*   0%     0%      9%      6%
6- RS(3,4,5,6),PO(30/120)     12     15     0        0%    0     *1     0*   0%     0%     -9%      9%
My Screens (Inc'l LTBH ) =    24     --     8      31%     --     1     0    --   -0.6%  10.5%    8.5%
FCash (available)             2      --     2       69%    --     --   --    --      0%      0%      0%
Fixed Income (ladder)         20     --     15      97%    --     --   --    --     -1%      2%      5%
     My Portfolio Totals =    46     --     25     47%     --     --   --    --   -0.4%   4.2%    4.9%
     BenchMark (60/40)** =    7      --     --     --      --     --   --    --   -1.0%  11.3%   13.8%

MapG · January 14, 2022, 5:31pm

 **Market Trends          PO's             MAC(10M)             DBE(99d,5m)           CountIF  %Bullish    Risk**
 **14-Jan-2022         Status:  Inter      Status:  TP,210         Status:  MktD     Bullish    Eq-Wt   Status:**
SP600 (IJR) Daily    **|** BEARish  -0.6%  **|**  Bullish    1.0%  **|**     Bullish    46  **|**    2        13.3%  Averse
SP400 (MDY) Daily    **|** Bullish   0.9%  **|**  Bullish    1.5%  **|**     Bullish    46  **|**    3        20.0%  Risk_On
SP500EW (RSP) Daily  **|** Bullish   2.7%  **|**  Bullish    5.1%  **|**     Bullish     6  **|**    3        20.0%  Risk_On
SP1500 (ITOT) Daily  **|** Bullish   3.5%  **|**  Bullish    3.4%  **|**     Bullish     7  **|**    3        20.0%  Risk_On
SP500 (.SPx) Daily   **|** Bullish   6.1%  **|**  Bullish    5.7%  **|**     Bullish     7  **|**    3        20.0%  Risk_On
        ---             ---     ---      ---       ---        ---      ---      ---      ---       ---
<b> CountIF(Bullish) =        4                   5                     5                  14       93.3%   *Risk_On*</b>

 **Screen Positions (RS)      1     2     3     4   5     6   7   8   9   10  11  12   Sell   HTD    Buy**
1- MAA: Multi-Asset MF      __--   FFNOX  --    --   *--*                                *--   FFNOX   --*__
2- MAA: Multi-Asset ETF's   __AOA   AOR   --   *COMT  --*                               *COMT     --    --*__
3- QAR: Market Assets       __QQQ    --   --    *--   --  PDBC*                         *PDBC     --   FREL*__
4- QAR: Enhanced Assets     __--   LRGF   --    --   *--   --   --  --*                  *--     --   VLUE*__
5- QAR: U.S. Market Assets  __--     --   --    *--   --   --*                          *--     --   RSP*__
6- WWL: Select (25 of 100)  __--     --   IWY   --   --   --   --  --  --  --  --  --   *--    IWY   FTEC*__

 __Criteria (Buy,HTD,Sell)   Alloc#  HTD#  Held#  Vested  HeldW  Sold*  Bot  %G/L  (YTD)  TR(1y)  TR(3y)__
1- RS(3,6,12)                 1       4     1       41%   106    *0     0*  21%     0%     11%      7%
2- RS(3,6,12)                 2       3     3       64%    80    *0     0*  12%     0%     11%      7%
3- RS(3,4,5,6),PO(40/120)     2       3     2        7%    11    *1     0*   0%    -3%     17%      7%
4- RS(3,4,5,6),PO(40/120)     3       4     1        3%    0     *0     0*   1%    -3%     17%      7%
5- RS(3,6,12),PO(42/126)      2       3     0        0%    0     *0     0*   0%     0%      9%      6%
6- RS(3,4,5,6),PO(40/120)     12     15     1        3%    0     *0     1*  -2%    -2%    -12%      9%
My Screens (Inc'l LTBH ) =    24     --     10     29%     --     1     1    --   -0.4%  10.2%    8.5%
FCash (available)             2      --     2       71%    --     --   --    --      0%      0%      0%
Fixed Income (ladder)         20     --     15      98%    --     --   --    --     -1%      2%      5%
     My Portfolio Totals =    46     --     27     46%     --     --   --    --   -0.3%   4.0%    4.9%
     BenchMark (60/40)** =    7      --     --     --      --     --   --    --   -1.7%  12.3%   14.7%

RussDavis · January 18, 2022, 5:59pm

MapG- Thanks for all your work. I really like 6-WWL and have been picking buys from similar work I did on ETF’s that beat SPY 1,3,5,10year last year, although not as robust as the work you do. I think I’ve seen a similar post on best 25 WWL and worst 25 WWL posted on another MF board. Maybe also by you.

My questions:

A few ETF’s that didn’t make your WWL list that also looked appealing and I’m wondering if it is just a timing issue of when the screen was run or what might have thrown them out of this top 25. SOXX , XSD , SMH , IVW? They all handily beat SP500 1,3,5,10yr, but maybe not less than 1yr timeframes.
I’m not sure how to utilize the Weekly Summary. Is there an earlier posting on WWL strategy you can point me to? WWL doesn’t seem to change much so I’m wondering if quarterly sell/buy re-balancing with review monthly for say 3-5 of the top 25.

MapG · January 19, 2022, 10:49am

My questions:
1. A few ETF’s that didn’t make your WWL list that also looked appealing and I’m wondering if it is just a timing issue of when the screen was run or what might have thrown them out of this top 25. SOXX , XSD , SMH , IVW? They all handily beat SP500 1,3,5,10yr, but maybe not less than 1yr timeframes.
A couple of reasons those symbols were avoided even while passing the screen filters

Country Exposure us >2% and China <2%, some like Semiconductors exceed the China and require additional work (RED flags) in a spreadsheet after the screening.
included in top 100 but were not selected because I like to diversify if possible.

2. I’m not sure how to utilize the Weekly Summary. Is there an earlier posting on WWL strategy you can point me to? WWL doesn’t seem to change much so I’m wondering if quarterly sell/buy re-balancing with review monthly for say 3-5 of the top 25.

That could be a problem. There is some history available in past posts and the complete initial screen is posted quarterly
https://discussion.fool.com/Message.aspx?mid=35013046

Not in favor of holding fewer because the turnover(Weekly) and volatility suggest that more is better. For example when the market is trading “range bound” like the last few months it is a near impossible to outperform or avoid loss.

GD_

MapG · January 19, 2022, 11:16am

The screener criteria

#8 - WWL - RS
(Exc. FI,CU,CO)
(Inc. >2%USA, <2% China)
AS OF 11/19/2021
ETP Type
ETFs
2640
Leveraged / Inverse
Not Leveraged or Inverse
2460
Net Assets
$130.00M-$999.00B
1255
Volume (90 Day Avg)
20.00K-100.00M
1029
Net Expense Ratio
0.00%-0.60%
839
Asset Class
Equity, Hybrid & 3 more…
587
Inception Date
29 – 3 Years
538
Country Exposure
inc. United States or China
412

Market Total Returns (3 Yr)
None selected
412
Market Total Returns (1 Yr)
None selected
412
Price Performance (13 Weeks)
None selected
412
Sponsor
BlackRock Fund Advisors, Fidelity Management & Research Company LLC & 1 more…
181
Tracking Error
0.00 and Above
181
Number of Basket Holdings
None selected
181

Changes:
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181
Sponsers
BlackRock Fund Advisors
Invesco Capital Manag …
Fidelity Management & …

181
Country Exposure
inc. United States(2-100%)
inc. China (0-2%)
412
Liquidity
Volume (90 Day Avg)
20.0K and Above (>Median)
1029
Size
Net Assets
$130.00M-$999.00B (>Median)
1255
ETFs
2640

GD_

MapG · January 21, 2022, 5:32pm

 **Market Trends          PO's             MAC(10M)             DBE(99d,5m)           CountIF  %Bullish    Risk**
 **21-Jan-2022         Status:  Inter      Status:  TP,210         Status:  MktD     Bullish    Eq-Wt   Status:**
SP600 (IJR) Daily    **|** BEARish  -2.4%  **|**  Bullish   -5.4%  **|**     Bullish    51  **|**    2        13.3%  Averse
SP400 (MDY) Daily    **|** Bullish  -0.8%  **|**  Bullish   -4.3%  **|**     Bullish    51  **|**    3        20.0%  Risk_On
SP500EW (RSP) Daily  **|** Bullish   2.3%  **|**  Bullish    0.3%  **|**     Bullish    11  **|**    3        20.0%  Risk_On
SP1500 (ITOT) Daily  **|** Bullish   2.9%  **|**  Bullish   -1.9%  **|**     Bullish    12  **|**    3        20.0%  Risk_On
SP500 (.SPx) Daily   **|** Bullish   5.6%  **|**  Bullish    0.5%  **|**     Bullish    12  **|**    3        20.0%  Risk_On
        ---             ---     ---      ---       ---        ---      ---      ---      ---       ---
<b> CountIF(Bullish) =        4                   5                     5                  14       93.3%   *Risk_On*</b>

 **Screen Ranking (RS)       1     2      3     4     5     6     7     8     9   10    11    12**
1- MAA: Multi-Asset MF       **--   FFNOX   --    --**  --   
2- MAA: Multi-Asset ETF's   **AOA    AOR   AOK** AOM   COMT  
3- QAR: Market Assets       **PRF   FREL   QQQ** TLT   IEFA  PDBC  
4- QAR: Enhanced Assets     **VLUE  LRGF   USMV  QUAL** SIZE  EEMV  EFAV  MTUM  
5- QAR: U.S. Market Assets  **RSP   EWMC   EQAL** EWSC  QQQE  IWM   
6- WWL: Top 12              **ITB    RYE   FENY  REZ   IXN   FTEC  IWY   XSVM  XMVM  RYT  IUSG  SPGP**
6- WWL: 13 thru 24          **KBWB   IYW   DSI** RYF   PBUS  SUSA  FDIS  FNCL  OMFL  RCD  ONEQ  IAI

 __Criteria (Buy,HTD,Sell)   Alloc#  HTD#  Held#  Vested  HeldW  Sold*  Bot  %G/L  (YTD)  TR(1y)  TR(3y)__
1- RS(3,6,12)                 1       4     1       40%   107    *0     0*  17%    -2%      9%      7%
2- RS(3,6,12)                 2       3     3       63%    81    *0     0*  10%    -2%      9%      7%
3- RS(3,4,5,6),PO(40/120)     2       3     2       11%    4     *2     1*  -1%    -7%     16%      7%
4- RS(3,4,5,6),PO(40/120)     3       4     2        5%    1     *0     1*  -3%    -7%     16%      7%
5- RS(3,6,12),PO(42/126)      2       3     1        3%    0     *0     1*  -4%    -3%      8%      6%
6- RS(3,4,5,6),PO(40/120)     12     15     2        5%    1     *0     2*  -5%    -7%    -13%      9%
My Screens (Inc'l LTBH ) =    24     --     13     30%     --     2     5    --   -4.3%   6.1%    7.8%
FCash (available)             2      --     2       70%    --     --   --    --      0%      0%      0%
Fixed Income (ladder)         20     --     16     101%    --     --   --    --     -1%      2%      4%
     My Portfolio Totals =    46     --     31     47%     --     --   --    --   -1.2%   2.6%    4.5%
     BenchMark (60/40)** =    7      --     --     --      --     --   --    --   -5.4%   7.0%   12.8%

MapG · January 28, 2022, 5:18pm

 **Market Trends          PO's             MAC(10M)             DBE(99d,5m)           CountIF  %Bullish    Risk**
 **28-Jan-2022         Status:  Inter      Status:  TP,210         Status:  MktD     Bullish    Eq-Wt   Status:**
SP600 (IJR) Daily    **|** BEARish  -4.8%  **|**  Bullish   -7.8%  **|**     Bullish    56  **|**    2        13.3%  Averse
SP400 (MDY) Daily    **|** BEARish  -3.5%  **|**  Bullish   -6.6%  **|**     Bullish    56  **|**    2        13.3%  Averse
SP500EW (RSP) Daily  **|** Bullish   1.6%  **|**  Bullish   -1.3%  **|**     Bullish    16  **|**    3        20.0%  Risk_On
SP1500 (ITOT) Daily  **|** Bullish   1.9%  **|**  Bullish   -3.3%  **|**     Bullish    17  **|**    3        20.0%  Risk_On
SP500 (.SPx) Daily   **|** Bullish   4.2%  **|**  Bullish   -0.7%  **|**     Bullish    17  **|**    3        20.0%  Risk_On
        ---             ---     ---      ---       ---        ---      ---      ---      ---       ---
<b> CountIF(Bullish) =        3                   5                     5                  13       86.7%   *Risk_On*</b>

 **Screen Ranking (RS)       1     2      3     4     5     6     7     8     9    10   11    12    Sell   HTD    Buy**
1- MAA: Multi-Asset MF       **--   FFNOX   --    --**  --    **--   FFNOX   --**
2- MAA: Multi-Asset ETF's   **AOA    AOR   AOM** AOK   COMT   **COMT     --    --**
3- QAR: Market Assets       **PRF   FREL   QQQ** TLT   IEFA  PDBC   **PDBC    PRF   FREL**
4- QAR: Enhanced Assets     **VLUE  LRGF   USMV  QUAL** SIZE  EEMV  EFAV  MTUM   **--   LRGF   USMV**
5- QAR: U.S. Market Assets  **RSP   EWMC   EQAL** EWSC  QQQE  IWM    **--    RSP    --**
6- WWL: Top 12              **RYE   FENY   ITB   REZ   RWL   XMVM  KBWB  XSVM  IXN   SPGP  RYF  FTEC    --    REZ   RYE**
6- WWL: 13 thru 24          **IWY    DSI   RYT** FNCL  IUSG  PBUS  IYW   SUSA  OMFL  FDIS  IAI  ONEQ   **--    IWY    --**

 __Criteria (Buy,HTD,Sell)   Alloc#  HTD#  Held#  Vested  HeldW  Sold*  Bot  %G/L  (YTD)  TR(1y)  TR(3y)__
1- RS(3,6,12)                 1       4     1       42%   108    *0     0*  13%    -3%      9%      6%
2- RS(3,6,12)                 2       3     3       40%    82    *2     0*   7%    -3%      9%      6%
3- RS(3,4,5,6),PO(40/120)     2       3     2       15%    4     *2     1*   0%    -6%     21%      7%
4- RS(3,4,5,6),PO(40/120)     3       4     2        6%    2     *0     2*  -4%    -6%     21%      7%
5- RS(3,6,12),PO(42/126)      2       3     1        3%    1     *0     1*  -3%    -4%     10%      6%
6- RS(3,4,5,6),PO(40/120)     12     15     2        6%    2     *0     2*  -5%    -6%     -7%      9%
My Screens (Inc'l LTBH ) =    24     --     13     26%     --     4     6    --   -5.1%   7.6%    7.7%
FCash (available)             2      --     2       74%    --     --   --    --      0%      0%      0%
Fixed Income (ladder)         20     --     16     102%    --     --   --    --     -1%      2%      4%
     My Portfolio Totals =    46     --     31     45%     --     --   --    --   -1.4%   3.0%    4.5%
     BenchMark (60/40)** =    7      --     --     --      --     --   --    --   -5.4%   8.5%   12.7%

MapG · February 4, 2022, 5:43pm

 **Market Trends          PO's             MAC(10M)             DBE(99d,5m)           CountIF  %Bullish    Risk**
 **4-Feb-2022          Status:  Inter      Status:  TP,210         Status:  MktD     Bullish    Eq-Wt   Status:**
SP600 (IJR) Daily    **|** BEARish  -5.0%  **|**  BEARish   -6.2%  **|**     Bullish    61  **|**    1         6.7%  Risk_Off
SP400 (MDY) Daily    **|** BEARish  -5.1%  **|**  BEARish   -4.1%  **|**     Bullish    61  **|**    1         6.7%  Risk_Off
SP500EW (RSP) Daily  **|** Bullish   0.8%  **|**  Bullish    1.0%  **|**     Bullish    21  **|**    3        20.0%  Risk_On
SP1500 (ITOT) Daily  **|** Bullish   1.1%  **|**  Bullish   -0.8%  **|**     Bullish    21  **|**    3        20.0%  Risk_On
SP500 (.SPx) Daily   **|** Bullish   3.7%  **|**  Bullish    1.5%  **|**     Bullish    21  **|**    3        20.0%  Risk_On
        ---             ---     ---      ---       ---        ---      ---      ---      ---       ---
 __CountIF(Bullish) =        3                   3                     5                  11       73.3%    *Averse*__

 **Screen Ranking (RS)         1      2      3      4      5      6     7     8     9    10    11    12    Sell   HTD    Buy**
1- MAA: Multi-Asset Index MF  FXAIX  FXNAX  FFNOX  FSPSX  FSMAX   **--   FFNOX   --**
2- MAA: Multi-Asset ETF's      **AOA    AOR    AOM**  AOK   COMT    **COMT     --    --**
3- QAR: Market Assets          **PRF   FREL    QQQ**  TLT   IEFA   PDBC   **PDBC    PRF   FREL**
4- QAR: Enhanced Assets       **VLUE   LRGF   USMV   EEMV** QUAL   SIZE  EFAV  MTUM   **--   LRGF   USMV**
5- QAR: U.S. Market Assets     **RSP   EWMC   EQAL** EWSC   QQQE   IWM    **--    RSP    --**
6- WWL: Top 12                 **RYE   FENY    RPV    REZ    RWL   ITB   XMVM  KBWB  RYF   SPHQ  XSVM  SPGP    --    REZ   RYE**
6- WWL: 13 thru 24             **IXN    IWY   FTEC** FNCL    DSI   PBUS  RYT   SUSA  IUSG  OMFL  IAI   IYW    **--    IWY    --**

 __Criteria (Buy,HTD,Sell)   Alloc#  HTD#  Held#  Vested  HeldW  Sold*  Bot  %G/L  (YTD)  TR(1y)  TR(3y)__
1- RS(3,6,12)                 1       4     1       51%   109    *0     0*  16%    -2%      9%      7%
2- RS(3,6,12)                 2       3     3       48%    83    *2     0*   9%    -2%      9%      7%
3- RS(3,4,5,6),PO(40/120)     2       3     2       18%    5     *2     1*   2%    -4%     18%      7%
4- RS(3,4,5,6),PO(40/120)     3       4     2        7%    3     *0     2*  -3%    -4%     18%      7%
5- RS(3,6,12),PO(42/126)      2       3     1        4%    2     *0     1*  -2%    -2%      9%      5%
6- RS(3,4,5,6),PO(40/120)     12     15     3       10%    2     *0     3*  -1%    -2%    -12%      9%
My Screens (Inc'l LTBH ) =    24     --     14     26%     --     4     7    --   -4.1%   6.8%    7.8%
FCash (available)             2      --     2       74%    --     --   --    --      0%      0%      0%
Fixed Income (ladder)         20     --     16     101%    --     --   --    --     -1%      1%      4%
     My Portfolio Totals =    46     --     32     45%     --     --   --    --   -1.2%   2.6%    4.5%
     BenchMark (60/40)** =    7      --     --     --      --     --   --    --   -4.8%   7.8%   12.1%

MapG · February 11, 2022, 5:43pm

 **Market Trends          PO's             MAC(10M)             DBE(99d,5m)           CountIF  %Bullish    Risk**
 **11-Feb-2022         Status:  Inter      Status:  TP,210         Status:  MktD     Bullish    Eq-Wt   Status:**
SP600 (IJR) Daily    **|** BEARish  -3.7%  **|**  BEARish   -4.3%  **|**     Bullish    66  **|**    1         6.7%  Risk_Off
SP400 (MDY) Daily    **|** BEARish  -5.0%  **|**  BEARish   -2.5%  **|**     Bullish    66  **|**    1         6.7%  Risk_Off
SP500EW (RSP) Daily  **|** Bullish   0.1%  **|**  Bullish    1.2%  **|**     Bullish    26  **|**    3        20.0%  Risk_On
SP1500 (ITOT) Daily  **|** Bullish   0.5%  **|**  Bullish   -1.5%  **|**     Bullish    26  **|**    3        20.0%  Risk_On
SP500 (.SPx) Daily   **|** Bullish   3.3%  **|**  Bullish    0.2%  **|**     Bullish    26  **|**    3        20.0%  Risk_On
        ---             ---     ---      ---       ---        ---      ---      ---      ---       ---
 __CountIF(Bullish) =        3                   3                     5                  11       73.3%    *Averse*__

 **Screen Ranking (RS)         1      2      3      4      5      6     7     8     9    10    11    12    Sell   HTD    Buy**
1- MAA: Multi-Asset Index MF  FXAIX  FXNAX  FFNOX  FSPSX  FSMAX   **--   FFNOX   --**
2- MAA: Multi-Asset ETF's      **AOA    AOR    AOM**  AOK   COMT    **COMT     --    --**
3- QAR: Market Assets          **PRF   FREL    TLT**  QQQ   IEFA   PDBC   **PDBC    PRF   FREL**
4- QAR: Enhanced Assets       **VLUE   LRGF   USMV   EEMV** SIZE   QUAL  EFAV  MTUM   **--   LRGF   USMV**
5- QAR: U.S. Market Assets     **RSP   EQAL   EWMC** EWSC   QQQE   IWM    **--    RSP    --**
6- WWL: Top 12                 **RYE   FENY    RPV    RWL   KBWB   REZ   RYF   XMVM  PICK  SPHQ  XSVM  FNCL    --    REZ   RYE**
6- WWL: 13 thru 24             **ITB   SPGP    IXN**  DSI   FTEC   PBUS  IWY   RYT   OMFL  SUSA  IAI   IUSG   **--    IWY    --**

 __Criteria (Buy,HTD,Sell)   Alloc#  HTD#  Held#  Vested  HeldW  Sold*  Bot  %G/L  (YTD)  TR(1y)  TR(3y)__
1- RS(3,6,12)                 1       4     1       51%   110    *0     0*  17%    -2%      8%      7%
2- RS(3,6,12)                 2       3     3       48%    84    *2     0*  10%    -2%      8%      7%
3- RS(3,4,5,6),PO(40/120)     2       3     2       18%    6     *2     1*   3%    -4%     15%      7%
4- RS(3,4,5,6),PO(40/120)     3       4     2        7%    4     *0     2*  -3%    -4%     15%      7%
5- RS(3,6,12),PO(42/126)      2       3     1        3%    3     *0     1*  -2%    -2%      7%      6%
6- RS(3,4,5,6),PO(40/120)     12     15     3       10%    3     *0     3*  -2%    -4%    -20%      9%
My Screens (Inc'l LTBH ) =    24     --     14     26%     --     4     7    --   -4.0%   4.8%    7.8%
FCash (available)             2      --     2       74%    --     --   --    --      0%      0%      0%
Fixed Income (ladder)         20     --     16     101%    --     --   --    --     -2%      1%      4%
     My Portfolio Totals =    46     --     32     45%     --     --   --    --   -1.4%   1.8%    4.5%
     BenchMark (60/40)** =    7      --     --     --      --     --   --    --   -5.6%   5.5%   11.6%

MapG · February 18, 2022, 6:14pm

 **Market Trends          PO's             MAC(10M)             DBE(99d,5m)           CountIF  %Bullish    Risk**
 **18-Feb-2022         Status:  Inter      Status:  TP,210         Status:  MktD     Bullish    Eq-Wt   Status:**
SP600 (IJR) Daily    **|** BEARish  -2.6%  **|**  BEARish   -4.5%  **|**     Bullish    70  **|**    1         6.7%  Risk_Off
SP400 (MDY) Daily    **|** BEARish  -3.7%  **|**  BEARish   -3.1%  **|**     Bullish    70  **|**    1         6.7%  Risk_Off
SP500EW (RSP) Daily  **|** Bullish  -0.9%  **|**  Bullish   -0.5%  **|**     Bullish    30  **|**    3        20.0%  Risk_On
SP1500 (ITOT) Daily  **|** Bullish  -0.7%  **|**  Bullish   -3.6%  **|**     Bullish    31  **|**    3        20.0%  Risk_On
SP500 (.SPx) Daily   **|** Bullish   2.6%  **|**  Bullish   -2.0%  **|**     Bullish    31  **|**    3        20.0%  Risk_On
        ---             ---     ---      ---       ---        ---      ---      ---      ---       ---
 __CountIF(Bullish) =        3                   3                     5                  11       73.3%    *Averse*__

 **Screen Ranking (RS)         1      2      3      4      5      6     7     8     9    10    11    12    Sell   HTD    Buy**
1- MAA: Multi-Asset Index MF  FXAIX  FSPSX  FXNAX  FFNOX  FSMAX   **--   FFNOX   --**
2- MAA: Multi-Asset ETF's     **COMT    AOA    AOR**  AOM    AOK    **--    AOR    --**
3- QAR: Market Assets          **PRF   FREL    TLT** IEFA    QQQ   PDBC   **PDBC    PRF   FREL**
4- QAR: Enhanced Assets       **VLUE   LRGF   EEMV   USMV** SIZE   EFAV  QUAL  MTUM   **--   VLUE    --**
5- QAR: U.S. Market Assets     **RSP   EQAL   EWMC** EWSC   QQQE   IWM    **--     --    --**
6- WWL: Top 12                 **RYE   FENY    RPV    RWL   PICK   KBWB  REZ   RYF   XMVM  XSVM  FNCL  SPHQ    --    REZ   RYE**
6- WWL: 13 thru 24            **SPGP    ITB    IXN**  DSI   PBUS   IAI   FTEC  RYT   OMFL  IWY   SUSA  IUSG   **--     --    --**

 __Criteria (Buy,HTD,Sell)    Alloc#  HTD#  Held#  Vested  HeldW  Sold*  Bot  %G/L  (YTD)  TR(1y)  TR(3y)__
1- RS(3,6,12)                  1       4     1       50%   111    *0     0*  15%    -2%      8%      6%
2- RS(3,6,12)                  2       3     3       48%    85    *2     0*   9%    -2%      8%      6%
3- RS(3,4,5,6),DMAC(40,120)    2       3     2       18%    7     *1     1*   3%    -5%     16%      7%
4- RS(3,4,5,6),DMAC(40,120)    3       4     2        7%    5     *0     1*  -4%    -5%     16%      7%
5- RS(3,6,12),DMAC(42,126)     2       3     1        3%    4     *0     0*  -3%    -3%      7%      5%
6- RS(3,4,5,6),DMAC(40,120)    12     15     3       10%    2     *1     3*  -1%    -5%    -17%      9%
 My Screens (Inc'l LTBH ) =    24     --     14     26%     --     4     5    --   -5.7%   4.8%    7.2%
FCash (available)              2      --     2       74%    --     --   --    --      0%      0%      0%
Fixed Income (ladder)          20     --     16     102%    --     --   --    --     -2%      1%      4%
      My Portfolio Totals =    46     --     32     45%     --     --   --    --   -1.6%   1.8%    4.2%
      BenchMark (60/40)** =    7      --     --     --      --     --   --    --   -6.3%   5.1%   10.9%

MapG · February 25, 2022, 5:10pm

 **Market Trends          PO's             MAC(10M)             DBE(99d,5m)           CountIF  %Bullish    Risk**
 **25-Feb-2022         Status:  Inter      Status:  TP,210         Status:  MktD     Bullish    Eq-Wt   Status:**
SP600 (IJR) Daily    **|** BEARish  -2.7%  **|**  BEARish   -4.4%  **|**     Bullish    75  **|**    1         6.7%  Risk_Off
SP400 (MDY) Daily    **|** BEARish  -3.6%  **|**  BEARish   -3.2%  **|**     Bullish    75  **|**    1         6.7%  Risk_Off
SP500EW (RSP) Daily  **|** BEARish  -1.4%  **|**  Bullish   -0.4%  **|**     Bullish    35  **|**    2        13.3%   Averse
SP1500 (ITOT) Daily  **|** BEARish  -1.9%  **|**  BEARish   -3.6%  **|**     Bullish    36  **|**    1         6.7%  Risk_Off
SP500 (.SPx) Daily   **|** Bullish   1.8%  **|**  Bullish   -2.1%  **|**     Bullish    36  **|**    3        20.0%  Risk_On
        ---             ---     ---      ---       ---        ---      ---      ---      ---       ---
 __CountIF(Bullish) =        1                   2                     5                   8       53.3%    *Averse*__

 **Screen Ranking (RS)         1      2      3      4      5      6     7     8    9    10    11    12    Sell   HTD    Buy**
1- MAA: Multi-Asset Index MF  FXAIX  FSPSX  FXNAX  FFNOX  FSMAX   **--   FFNOX   --**
2- MAA: Multi-Asset ETF's     **COMT    AOA    AOR**  AOM    AOK    **--    AOR    --**
3- QAR: Market Assets          **PRF   FREL   IEFA**  TLT    QQQ   PDBC   **PDBC    PRF    --**
4- QAR: Enhanced Assets       **VLUE   LRGF   EEMV   USMV** SIZE   EFAV  QUAL  MTUM   **LRGF     --    --**
5- QAR: U.S. Market Assets     **RSP   EQAL   EWMC** EWSC   QQQE   IWM    **--    RSP    --**
6- WWL: Top 12                 **RYE   FENY    RPV   PICK    RWL   KBWB  RYF   XMVM  REZ  XSVM  FNCL  SPHQ    --    RWL   RYE**
6- WWL: 13 thru 24            **SPGP   PBUS    IAI**  DSI    IXN   ITB   FTEC  OMFL  RYT  IWY   SUSA  IUSG   **--     --    --**

 __Criteria (Buy,HTD,Sell)    Alloc#  HTD#  Held#  Vested  HeldW  Sold*  Bot  %G/L  (YTD)  TR(1y)  TR(3y)__
1- RS(3,6,12)                  1       4     1       67%   112    *0     0*  12%    -3%     10%      6%
2- RS(3,6,12)                  2       3     3       66%    86    *0     0*  10%    -3%     10%      6%
3- RS(3,4,5,6),DMAC(40,120)    2       3     2       31%    6     *0     1*   3%    -4%     20%      7%
4- RS(3,4,5,6),DMAC(40,120)    3       4     2        9%    6     *0     0*  -4%    -4%     20%      7%
5- RS(3,6,12),DMAC(42,126)     2       3     1        7%    0     *0     1*   0%     0%     11%      5%
6- RS(3,4,5,6),DMAC(40,120)    12     15     3       14%    3     *1     2*   0%    -4%     -9%      9%
 My Screens (Inc'l LTBH ) =    24     --     14     27%     --     1     4    --   -5.7%   7.2%    7.1%
FCash (available)              2      --     2       73%    --     --   --    --      0%      0%      0%
Fixed Income (ladder)          20     --     16     102%    --     --   --    --     -1%      2%      4%
      My Portfolio Totals =    46     --     32     46%     --     --   --    --   -1.4%   2.9%    4.3%
      BenchMark (60/40)** =    7      --     --     --      --     --   --    --   -5.9%   7.1%   11.0%

MapG · March 4, 2022, 5:24pm

 **Market Trends          PO's             MAC(10M)             DBE(99d,5m)           CountIF  %Bullish    Risk**
 **4-Mar-2022          Status:  Inter      Status:  TP,210         Status:  MktD     Bullish    Eq-Wt   Status:**
SP600 (IJR) Daily    **|** BEARish  -2.5%  **|**  BEARish   -4.6%  **|**     Bullish    80  **|**    1         6.7%  Risk_Off
SP400 (MDY) Daily    **|** BEARish  -3.2%  **|**  BEARish   -3.9%  **|**     Bullish    80  **|**    1         6.7%  Risk_Off
SP500EW (RSP) Daily  **|** BEARish  -1.2%  **|**  BEARish   -1.1%  **|**     Bullish    40  **|**    1         6.7%  Risk_Off
SP1500 (ITOT) Daily  **|** BEARish  -2.9%  **|**  BEARish   -4.7%  **|**     Bullish    41  **|**    1         6.7%  Risk_Off
SP500 (.SPx) Daily   **|** Bullish   1.2%  **|**  BEARish   -3.0%  **|**     Bullish    41  **|**    2        13.3%   Averse
        ---             ---     ---      ---       ---        ---      ---      ---      ---       ---
<b> CountIF(Bullish) =        1                   0                     5                   6       40.0%   *Risk_Off*</b>

 **Screen Ranking (RS)         1      2      3      4      5      6     7     8     9   10    11    12    Sell   HTD    Buy**
1- MAA: Multi-Asset Index MF  FXAIX  FSPSX  FXNAX  FFNOX  FSMAX   **--   FFNOX   --**
2- MAA: Multi-Asset ETF's     **COMT    AOA    AOR**  AOM    AOK    **--    AOR    --**
3- QAR: Market Assets          **PRF   FREL    TLT** IEFA   PDBC   QQQ    **PDBC    PRF    --**
4- QAR: Enhanced Assets       **VLUE   EEMV   LRGF   USMV** SIZE   EFAV  QUAL  MTUM   **--     --    --**
5- QAR: U.S. Market Assets     **RSP   EQAL   EWMC** EWSC   QQQE   IWM    **--    RSP    --**
6- WWL: Top 12                 **RYE   FENY   PICK    RPV    RWL   XMVM  XSVM  RYF   KBWB  REZ  FNCL  SPHQ    --    RWL   RYE**
6- WWL: 13 thru 24            **SPGP   PBUS    IAI**  DSI   OMFL   FTEC  IXN   SUSA  ITB   IWY  RYT   IUSG   **--     --    --**

 __Criteria (Buy,HTD,Sell)    Alloc#  HTD#  Held#  Vested  HeldW  Sold*  Bot  %G/L  (YTD)  TR(1y)  TR(3y)__
1- RS(3,6,12)                  1       4     1       90%   113    *0     0*  12%     2%     15%      7%
2- RS(3,6,12)                  2       3     3       96%    87    *0     0*  19%     2%     15%      7%
3- RS(3,4,5,6),DMAC(40,120)    2       3     2       44%    7     *0     1*  11%     2%     27%      8%
4- RS(3,4,5,6),DMAC(40,120)    3       4     1        6%    6     *1     0*  -3%     2%     27%      8%
5- RS(3,6,12),DMAC(42,126)     2       3     1        7%    1     *0     1*  -1%    -1%     13%      5%
6- RS(2,4,6),DMAC(40,120)      12     15     3       19%    4     *1     1*   1%    -3%     -1%      9%
 My Screens (Inc'l LTBH ) =    24     --     13     27%     --     2     3    --   -3.0%  10.7%    7.5%
FCash (available)              2      --     2       73%    --     --   --    --      0%      0%      0%
Fixed Income (ladder)          20     --     16     101%    --     --   --    --      0%      3%      4%
      My Portfolio Totals =    46     --     31     46%     --     --   --    --   -0.6%   4.3%    4.5%
      BenchMark (60/40)** =    7      --     --     --      --     --   --    --   -6.8%   5.8%   10.9%

MapG · March 11, 2022, 5:55pm

 **Market Trends          PO's             MAC(10M)             DBE(99d,5m)           CountIF  %Bullish    Risk**
 **11-Mar-2022         Status:  Inter      Status:  TP,210         Status:  MktD     Bullish    Eq-Wt   Status:**
SP600 (IJR) Daily    **|** BEARish  -1.7%  **|**  BEARish   -4.8%  **|**     Bullish    85  **|**    1         6.7%  Risk_Off
SP400 (MDY) Daily    **|** BEARish  -3.7%  **|**  BEARish   -4.7%  **|**     Bullish    85  **|**    1         6.7%  Risk_Off
SP500EW (RSP) Daily  **|** BEARish  -1.8%  **|**  BEARish   -2.8%  **|**     Bullish    45  **|**    1         6.7%  Risk_Off
SP1500 (ITOT) Daily  **|** BEARish  -3.9%  **|**  BEARish   -6.4%  **|**     Bullish    46  **|**    1         6.7%  Risk_Off
SP500 (.SPx) Daily   **|** Bullish   0.2%  **|**  BEARish   -4.9%  **|**     Bullish    46  **|**    2        13.3%   Averse
        ---             ---     ---      ---       ---        ---      ---      ---      ---       ---
<b> CountIF(Bullish) =        1                   0                     5                   6       40.0%   *Risk_Off*</b>

 **Screen Ranking (RS)         1      2      3      4      5      6     7     8     9    10    11    12    Sell   HTD    Buy**
1- MAA: Multi-Asset Index MF  FXNAX  FXAIX  FSPSX  FFNOX  FSMAX   **--   FFNOX   --**
2- MAA: Multi-Asset ETF's     **COMT    AOA    AOR**  AOM    AOK    **--     --    --**
3- QAR: Market Assets          **PRF   FREL    TLT** IEFA   PDBC   QQQ    **PDBC    PRF    --**
4- QAR: Enhanced Assets       **VLUE   EEMV   LRGF   USMV** SIZE   EFAV  QUAL  MTUM   **--     --    --**
5- QAR: U.S. Market Assets     **RSP   EQAL   EWMC** EWSC    IWM   QQQE   **--    RSP    --**
6- WWL: Top 12                 **RYE   FENY    RPV    IYM   IFRA   RWL   FSTA  REZ   CMDY  XSVM  XMVM  DIVB   REZ    RWL   RYE**
6- WWL: 13 thru 24             **RYF   SPGP   SPHQ** FNCL   KBWB   OMFL  DSI   IAI   SUSA  IXN   IWY   IUSG   **--     --    --**

 __Criteria (Buy,HTD,Sell)    Alloc#  HTD#  Held#  Vested  HeldW  Sold*  Bot  %G/L  (YTD)  TR(1y)  TR(3y)__
1- RS(3,6,9)                   1       4     1       87%   114    *0     0*  10%     0%     10%      7%
2- RS(3,6,9)                   2       3     2       65%    54    *1     0*  17%     0%     10%      7%
3- RS(3,4,5,6),DMAC(40,120)    2       3     2       42%    8     *0     1*   8%    -1%     17%      7%
4- RS(3,4,5,6),DMAC(40,120)    3       4     1        6%    7     *1     0*  -6%    -1%     17%      7%
5- RS(3,6,9),DMAC(42,126)      2       3     1        7%    2     *0     1*  -3%    -5%      8%      5%
6- RS(2,4,6),DMAC(40,120)      12     15     3       19%    5     *1     1*  -1%    -5%     -9%     10%
 My Screens (Inc'l LTBH ) =    24     --     12     24%     --     3     3    --   -4.6%   6.8%    7.4%
FCash (available)              2      --     2       76%    --     --   --    --      0%      0%      0%
Fixed Income (ladder)          20     --     16     102%    --     --   --    --      0%      3%      4%
      My Portfolio Totals =    46     --     30     44%     --     --   --    --   -0.9%   3.0%    4.4%
      BenchMark (60/40)** =    7      --     --     --      --     --   --    --   -8.7%   1.5%    9.7%

MapG · March 18, 2022, 4:26pm

 **Market Trends          PO's             MAC(10M)             DBE(99d,5m)           CountIF  %Bullish    Risk**
 **18-Mar-2022         Status:  Inter      Status:  TP,210         Status:  MktD     Bullish    Eq-Wt   Status:**
SP600 (IJR) Daily    **|** BEARish  -1.0%  **|**  BEARish   -1.7%  **|**     Bullish    90  **|**    1         6.7%  Risk_Off
SP400 (MDY) Daily    **|** BEARish  -2.9%  **|**  BEARish   -1.0%  **|**     Bullish    90  **|**    1         6.7%  Risk_Off
SP500EW (RSP) Daily  **|** BEARish  -2.3%  **|**  BEARish    1.1%  **|**     Bullish    50  **|**    1         6.7%  Risk_Off
SP1500 (ITOT) Daily  **|** BEARish  -3.9%  **|**  BEARish   -1.8%  **|**     Bullish    50  **|**    1         6.7%  Risk_Off
SP500 (.SPx) Daily   **|** BEARish   0.0%  **|**  BEARish   -0.4%  **|**     Bullish    50  **|**    1         6.7%  Risk_Off
        ---             ---     ---      ---       ---        ---      ---      ---      ---       ---
<b> CountIF(Bullish) =        0                   0                     5                   5       33.3%   *Risk_Off*</b>

 **Screen Ranking (RS)         1      2      3      4      5      6     7     8     9    10   11    12    Sell   HTD    Buy**
1- MAA: Multi-Asset Index MF  FXAIX  FXNAX  FSPSX  FFNOX  FSMAX   **--   FFNOX  HTD**
2- MAA: Multi-Asset ETF's     **COMT    AOM    AOK**  AOA    AOR   IYLD   **AOA     --   AOM**
3- QAR: Market Assets          **PRF   FREL    TLT** PDBC   IEFA   QQQ    **PDBC    PRF    --**
4- QAR: Enhanced Assets       **VLUE   EEMV   LRGF   USMV** SIZE   EFAV  QUAL  MTUM   **VLUE     --    --**
5- QAR: U.S. Market Assets     **RSP   EQAL   EWMC** EWSC    IWM   QQQE   **--    RSP    --**
6- WWL: Top 12                 **RYE   FENY    RPV   IFRA    IYM   FSTA  CMDY  RWL   XSVM  XMVM  REZ  DIVB    --    RYE   FENY**
6- WWL: 13 thru 24             **RYF   SPGP   SPHQ** FNCL   OMFL   KBWB  DSI   IAI   SUSA  IWY   IXN  IUSG   **--     --    --**

 __Criteria (Buy,HTD,Sell)    Alloc#  HTD#  Held#  Vested  HeldW  Sold*  Bot  %G/L  (YTD)  TR(1y)  TR(3y)__
1- RS(3,6,9)                   1       4     1      108%   115    *0     0*  13%     0%     11%      7%
2- RS(3,6,9)                   2       3     2       78%    55    *1     0*  16%     0%     11%      7%
3- RS(3,4,5,6),DMAC(40,120)    2       3     2       52%    9     *0     1*   9%     1%     19%      7%
4- RS(3,4,5,6),DMAC(40,120)    3       4     1        7%    8     *1     0*  -2%     1%     19%      7%
5- RS(3,6,9),DMAC(42,126)      2       3     1        7%    3     *0     1*   2%     2%     11%      5%
6- RS(2,4,6),DMAC(40,120)      12     15     3       24%    4     *1     1*   2%    -1%     -5%      9%
 My Screens (Inc'l LTBH ) =    24     --     12     24%     --     3     3    --   -6.3%   7.3%    7.0%
FCash (available)              2      --     2       76%    --     --   --    --      0%      0%      0%
Fixed Income (ladder)          20     --     16     103%    --     --   --    --     -1%      2%      4%
      My Portfolio Totals =    46     --     30     44%     --     --   --    --   -1.3%   3.0%    4.2%
      BenchMark (60/40)** =    7      --     --     --      --     --   --    --   -5.6%   6.1%   11.1%

MapG · March 25, 2022, 6:36pm

 **Market Trends          PO's             MAC(10M)             DBE(99d,5m)           CountIF  %Bullish    Risk**
 **25-Mar-2022         Status:  Inter      Status:  TP,210         Status:  MktD     Bullish    Eq-Wt   Status:**
SP600 (IJR) Daily    **|** Bullish   1.0%  **|**  BEARish   -2.2%  **|**     Bullish    95  **|**    2        13.3%   Averse
SP400 (MDY) Daily    **|** BEARish  -2.2%  **|**  BEARish   -0.6%  **|**     Bullish    95  **|**    1         6.7%  Risk_Off
SP500EW (RSP) Daily  **|** BEARish  -2.2%  **|**  Bullish    1.6%  **|**     Bullish    55  **|**    2        13.3%   Averse
SP1500 (ITOT) Daily  **|** BEARish  -3.9%  **|**  BEARish   -0.4%  **|**     Bullish    55  **|**    1         6.7%  Risk_Off
SP500 (.SPx) Daily   **|** Bullish   0.4%  **|**  BEARish    1.5%  **|**     Bullish    55  **|**    2        13.3%   Averse
        ---             ---     ---      ---       ---        ---      ---      ---      ---       ---
 __CountIF(Bullish) =        2                   1                     5                   8       53.3%    *Averse*__

 **Screen Ranking (RS)         1      2      3      4      5      6     7     8     9   10   11    12    Sell   HTD    Buy**
1- MAA: Multi-Asset Index MF  FXAIX  FXNAX  FFNOX  FSPSX  FSMAX   **--   FFNOX   --**
2- MAA: Multi-Asset ETF's     **COMT    AOM    AOR**  AOA    AOK   IYLD   **--    AOA   AOM**
3- QAR: Market Assets          **PRF   FREL   PDBC**  TLT   IEFA   QQQ    **PDBC     --    --**
4- QAR: Enhanced Assets       **EEMV   VLUE   USMV   LRGF** SIZE   EFAV  QUAL  MTUM   **VLUE     --    --**
5- QAR: U.S. Market Assets     **RSP   EQAL   EWMC** EWSC    IWM   QQQE   **--    RSP   EQAL**
6- WWL: Top 12                 **RYE    XLE    IYM    RPV   IFRA   CMDY  XSVM  IYK   XMVM  RWL  REZ  DIVB    --   CMDY   XLE**
6- WWL: 13 thru 24            **SPGP    RYF    XLF** OMFL   SPHQ   DSI   KBWB  IUSG  SUSA  IWY  IAI  IXN    **--     --    --**

 __Criteria (Buy,HTD,Sell)    Alloc#  HTD#  Held#  Vested  HeldW  Sold*  Bot  %G/L  (YTD)  TR(1y)  TR(3y)__
1- RS(3,6,9)                   1       4     1       68%   116    *0     0*  15%     3%     14%      8%
2- RS(3,6,9)                   2       3     2       51%    56    *1     0*  23%     3%     14%      8%
3- RS(3,4,5,6),DMAC(40,120)    2       3     2       33%    10    *0     0*  13%     4%     22%      8%
4- RS(3,4,5,6),DMAC(40,120)    3       4     1        5%    9     *1     0*  -1%     4%     22%      8%
5- RS(3,6,9)                   2       3     1        7%    4     *0     1*   2%     3%     12%      5%
6- RS(2,4,6),DMAC(40,120)      12     15     4       21%    4     *1     2*   6%     5%      1%     10%
 My Screens (Inc'l LTBH ) =    24     --     13     25%     --     3     3    --   -4.5%   9.2%    7.4%
FCash (available)              2      --     2       75%    --     --   --    --      0%      0%      0%
Fixed Income (ladder)          20     --     16     103%    --     --   --    --     -1%      3%      4%
      My Portfolio Totals =    46     --     31     45%     --     --   --    --   -1.0%   3.5%    4.3%
      BenchMark (65/35)** =    7      --     --     --      --     --   --    --   -5.4%   5.6%   11.4%

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