Trends and Ranks for 2022Q4

Investing Strategies Foolish Workshop
1

Market Trends:

Market Trends: PO’s MAC(10m) DBE(99d,5m) CountIF %Bullish Risk
14-Oct-2022 Status: Inter Status: TP,210 Status: MktD Bullish Eq-Wt Status:
SP600 (IJR) Daily BEARish -5.9% BEARish -11.0% BEARish 235 0 0.0% Risk_Off
SP400 (MDY) Daily BEARish -5.7% BEARish -9.9% BEARish 235 0 0.0% Risk_Off
SP500EW (RSP) Daily BEARish -5.7% BEARish -12.2% BEARish 195 0 0.0% Risk_Off
SP1500 (ITOT) Daily BEARish -7.0% BEARish -13.7% BEARish 195 0 0.0% Risk_Off
SP500 (.SPx) Daily BEARish -7.4% BEARish -13.4% BEARish 195 0 0.0% Risk_Off
— — — — — — — — — —
CountIF(Bullish) = 0 0 0 0 0.0% Risk_Off

Screen Ranking (RS):

Screen Ranking (RS): 1 2 3 4 5 6 7 8 9 10 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) FXNAX BRKB FXAIX FSMAX FFNOX FSPSX – BRKB –
2-MAA: Multi-Asset ETF’s COMT AOK RLY AOM AOR AOA – – AOK
3-QAA: Multi-Market Assets RWM QQEW PRF PDBC TLT IEFA FREL – RWM –
4-QAA: Enhanced Assets MTUM USMV LRGF SIZE CMDY QUAL VLUE EFAV – – MTUM
5-QAA: U.S. Market Assets EWMC USLB RSP USEQ EUSA QQQE EQAL EWSC – – EWMC
6-WWL: ROE_RevGr5 CCRN TPG RYI NRG MEDP ICPT PSQ STLD JXN GRBK ROCC UFPI – ROCC –
6-WWL: (13 thru 24) NUE PDCE BLDR ABBV DVAX SBOW LPI EVR CPE LPX MATX EGLE EGLE CIO –

Screening data report:

Screen Criteria Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS(3,6,9,12) 1 3 1 49% 18 0 0 -3% -8% -4% 5%
2-MAA: RS(3,6,9,12) 2 4 1 94% 75 1 0 12% -8% -4% 5%
3-QAA: RS(3,4,5,6) 2 3 1 104% 1 2 1 2% -9% 12% 7%
4-QAA: RS(3,4,5,6) 3 4 0 0% 0 1 0 0% -9% 12% 7%
5-QAA: RS(3,4,5,6) 3 4 0 0% 0 1 0 0% -11% -15% 2%
6-WWL: RS(3,4,5,6) 15 20 16 334% 4 9 9 0% -12% -9% 12%
My Screens ( Inc’l LTBH ) = 28 – 21 19% – 14 10 – -19.4% -12.3% 5.6%
FCash ( available ) = 2 – 2 81% – – – – 0% 0% 0%
Fixed Income ( ladder ) = 20 – 18 115% – – – – -6.0% -5.4% 1.7%
My Portfolio Totals = 50 – 41 49% – – – – -5.0% -4.0% 2.4%
BenchMark ( 60/40 )** = 7 – – – – – – – -21.1% -17.1% 2.7%
2 Likes
2

Market Trends (A):

Market Trends (A): PO’s MAC(10m) DBE(99d,5m) CountIF %Bullish Risk
21-Oct-2022 Status: Inter Status: TP,210 Status: MktD Bullish Eq-Wt Status:
SP600 (IJR) Daily BEARish -4.6% BEARish -9.4% BEARish 240 0 0.0% Risk_Off
SP400 (MDY) Daily BEARish -4.5% BEARish -8.8% BEARish 240 0 0.0% Risk_Off
SP500EW (RSP) Daily BEARish -6.5% BEARish -10.4% BEARish 200 0 0.0% Risk_Off
SP1500 (ITOT) Daily BEARish -7.5% BEARish -11.1% BEARish 200 0 0.0% Risk_Off
SP500 (.SPx) Daily BEARish -7.2% BEARish -10.7% BEARish 200 0 0.0% Risk_Off
— — — — — — — — — —
CountIF(Bullish) = 0 0 0 0 0.0% Risk_Off

Screen Ranking (RS):

Screen Ranking (RS): 1 2 3 4 5 6 7 8 9 10 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) FXNAX BRKB FXAIX FSMAX FFNOX FSPSX – BRKB –
2-MAA: Multi-Asset ETF’s COMT AOK RLY AOM AOR AOA – – AOK
3-QAA: Multi-Market Assets RWM PRF QQEW PDBC IEFA TLT FREL – RWM PRF
4-QAA: Enhanced Assets MTUM USMV LRGF CMDY SIZE QUAL VLUE EFAV – – MTUM
5-QAA: U.S. Market Assets EWMC USLB RSP USEQ EUSA QQQE EQAL EWSC – – EWMC
6-WWL: ROE_RevGr5 CCRN TPG RYI STLD PSQ NRG MEDP JXN ROCC ICPT PDCE GRBK – ROCC CCRN
6-WWL: (13 thru 24) NUE ABBV UFPI BLDR CPE DVAX EVR LPX LPI EGLE SBOW MATX EGLE CIO –

Performance report:

Screen Criteria Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 3 1 48% 19 0 0 -4% -6% -4% 5%
2-MAA: RS (3,6,9,12) 2 4 1 2% 75 1 0 12% -6% -4% 5%
3-QAA: RS (3,4,5,6) 2 3 1 5% 0 1 1 -2% -10% 3% 7%
4-QAA: RS (3,4,5,6) 3 4 0 0% 0 1 0 0% -10% 3% 7%
5-QAA: RS (3,4,5,6) 3 4 0 0% 0 0 0 0% -11% -15% 2%
6-WWL: RS (3,4,5,6) 15 20 16 23% 5 9 9 2% -11% -16% 12%
My Screens (Inc’l LTBH) = 28 – 21 19% – 12 10 – -20.6% -15.2% 5.3%
FCash (available) = 2 – 2 81% – – – – 0% 0% 0%
Fixed Income (ladder) = 20 – 18 114% – – – – -6.3% -6.1% 1.6%
My Portfolio Totals = 50 – 41 49% – – – – -5.3% -4.7% 2.3%
BenchMark (60/40)** = 7 – – – – – – – -19.4% -16.1% 3.5%

GD_

3 Likes
3
Market Trends (A): PO’s MAC(10m) DBE(99d,5m) CountIF %Bullish Risk
28-Oct-2022 Status: Inter Status: TP,210 Status: MktD Bullish Eq-Wt Status:
SP600 (IJR) Daily BEARish -0.5% BEARish -3.4% BEARish 244 0 0.0% Risk_Off
SP400 (MDY) Daily BEARish -3.8% BEARish -3.4% BEARish 244 0 0.0% Risk_Off
SP500EW (RSP) Daily BEARish -5.8% BEARish -4.9% BEARish 204 0 0.0% Risk_Off
SP1500 (ITOT) Daily BEARish -7.6% BEARish -6.8% BEARish 205 0 0.0% Risk_Off
SP500 (.SPx) Daily BEARish -6.4% BEARish -6.5% BEARish 205 0 0.0% Risk_Off
— — — — — — — — — —
CountIF(Bullish) = 0 0 0 0 0.0% Risk_Off
Screen Ranking (RS): 1 2 3 4 5 6 7 8 9 10 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) FXNAX BRKB FXAIX FSMAX FFNOX FSPSX – BRKB –
2-MAA: Multi-Asset ETF’s COMT AOK RLY AOM AOR AOA – – AOK
3-QAA: Multi-Market Assets RWM PRF PDBC QQEW IEFA TLT FREL – RWM PRF
4-QAA: Enhanced Assets MTUM USMV LRGF CMDY SIZE VLUE QUAL EFAV – – MTUM
5-QAA: U.S. Market Assets EWMC USLB RSP USEQ EUSA QQQE EQAL EWSC – – EWMC
6-WWL: ROE_RevGr5 CCRN RYI STLD MEDP JXN TPG PSQ NRG PDCE ROCC ABBV NUE – NUE CCRN
6-WWL: (13 thru 24) CPE ICPT GRBK BLDR UFPI EVR LPX EGLE DVAX LPI SBOW MATX LPI CIO –

Performance report:

Screen Criteria Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 3 1 51% 20 0 0 2% -2% -2% 6%
2-MAA: RS (3,6,9,12) 2 3 1 2% 76 1 0 14% -2% -2% 6%
3-QAA: RS (3,4,5,6) 2 4 1 5% 1 1 1 -7% -12% -2% 7%
4-QAA: RS (3,4,5,6) 3 4 0 0% 0 1 0 0% -12% -2% 7%
5-QAA: RS (3,4,5,6) 3 4 0 0% 0 0 0 0% -9% -13% 1%
6-WWL: RS (3,4,5,6) 15 20 16 23% 6 9 9 4% -6% -14% 12%
My Screens (Inc’l LTBH) = 28 – 21 20% – 12 10 – -19.2% -15.0% 5.4%
FCash (available) = 2 – 2 80% – – – – 0% 0% 0%
Fixed Income (ladder) = 20 – 18 115% – – – – -5.4% -5.2% 1.8%
My Portfolio Totals = 50 – 41 51% – – – – -4.8% -4.3% 2.4%
BenchMark (60/40)** = 7 – – – – – – – -17.1% -14.4% 4.3%

GD_

3 Likes
4
Market Trends (A): PO’s MAC(10m) DBE(99d,5m) CountIF %Bullish Risk
3-Nov-2022 Status: Inter Status: TP,210 Status: MktD Bullish Eq-Wt Status:
SP600 (IJR) Daily Bullish 2.7% BEARish -4.7% BEARish 249 1 6.7% Risk_Off
SP400 (MDY) Daily BEARish -2.0% BEARish -3.8% BEARish 249 0 0.0% Risk_Off
SP500EW (RSP) Daily BEARish -4.2% BEARish -5.7% BEARish 209 0 0.0% Risk_Off
SP1500 (ITOT) Daily BEARish -7.9% BEARish -8.9% BEARish 210 0 0.0% Risk_Off
SP500 (.SPx) Daily BEARish -6.3% BEARish -8.8% BEARish 210 0 0.0% Risk_Off
— — — — — — — — — —
CountIF(Bullish) = 1 0 0 1 6.7% Risk_Off
Screen Ranking (RS): 1 2 3 4 5 6 7 8 9 10 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) FXNAX BRKB FXAIX FSMAX FSPSX FFNOX – BRKB –
2-MAA: Multi-Asset ETF’s COMT AOK RLY AOM AOR AOA – – COMT
3-QAA: Multi-Market Assets RWM PRF PDBC QQEW IEFA TLT FREL – RWM PRF
4-QAA: Enhanced Assets MTUM USMV LRGF CMDY SIZE VLUE QUAL EFAV – – MTUM
5-QAA: U.S. Market Assets EWMC RSP EUSA EQAL EWSC QQQE – – EWMC
6-WWL: ROE_RevGr5 CCRN STLD MEDP RYI JXN PSQ NRG TPG PDCE ROCC NUE ABBV – – CCRN
6-WWL: (13 thru 24) CPE BLDR EVR ICPT GRBK UFPI LPX EGLE DVAX LPI SBOW MATX CIO EGLE –
Performance report: Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 3 1 50% 21 0 0 0% -5% -5% 5%
2-MAA: RS (3,6,9,12) 2 3 1 3% 77 1 0 19% -5% -5% 5%
3-QAA: RS (3,4,5,6) 2 4 1 5% 2 0 1 -5% -12% -10% 6%
4-QAA: RS (3,4,5,6) 3 4 0 0% 0 0 0 0% -12% -10% 6%
5-QAA: RS (3,4,5,6) 2 3 0 0% 0 0 0 0% -9% -12% 1%
6-WWL: RS (3,4,5,6) 15 20 16 24% 7 1 0 6% -3% -15% 12%
My Screens (Inc’l LTBH) = 27 – 21 20% – 2 1 – -19.8% -17.2% 5.1%
FCash (available) = 2 – 2 80% – – – – 0% 0% 0%
Fixed Income (ladder) = 20 – 18 114% – – – – -6.3% -6.3% 1.5%
My Portfolio Totals = 49 – 41 51% – – – – -5.2% -5.1% 2.1%
BenchMark (60/40)** = 7 – – – – – – – -18.7% -17.0% 3.3%

GD_

3 Likes
5
Market Trends (A): PO’s MAC(10m) DBE(99d,5m) CountIF %Bullish Risk
11-Nov-2022 Status: Inter Status: TP,210 Status: MktD Bullish Eq-Wt Status:
SP600 (IJR) Daily Bullish 4.0% BEARish 1.3% BEARish 254 1 6.7% Risk_Off
SP400 (MDY) Daily Bullish 0.1% BEARish 2.1% BEARish 254 1 6.7% Risk_Off
SP500EW (RSP) Daily BEARish -3.0% BEARish 0.3% BEARish 214 0 0.0% Risk_Off
SP1500 (ITOT) Daily BEARish -7.4% BEARish -3.0% BEARish 215 0 0.0% Risk_Off
SP500 (.SPx) Daily BEARish -5.3% BEARish -2.9% BEARish 215 0 0.0% Risk_Off
— — — — — — — — — —
CountIF(Bullish) = 2 0 0 2 13.3% Risk_Off
Screen Ranking (RS): 1 2 3 4 5 6 7 8 9 10 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) FXNAX BRKB FXAIX FSMAX FSPSX FFNOX – BRKB –
2-MAA: Multi-Asset ETF’s COMT AOK RLY AOM AOR AOA – – COMT
3-QAA: Multi-Market Assets RWM PRF PDBC QQEW IEFA TLT FREL – RWM PRF
4-QAA: Enhanced Assets MTUM USMV CMDY LRGF VLUE SIZE QUAL EFAV – – MTUM
5-QAA: U.S. Market Assets EWMC RSP EQWL EDOW EWSC EUSA EQAL QQQE – – EWMC
6-WWL: ROE_RevGr5 CCRN STLD MEDP CHRD JXN PDCE TPG RYI PSQ ROCC NRG VCTR – – CCRN
6-WWL: (13 thru 24) NUE ABBV EVR BLDR LPX GRBK METC UFPI DVAX MATX LPI SBOW CIO LPX –
Performance report: Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 3 1 53% 22 0 0 6% 0% -1% 6%
2-MAA: RS (3,6,9,12) 2 3 1 3% 78 1 0 17% 0% -1% 6%
3-QAA: RS (3,4,5,6) 2 4 1 5% 3 0 1 -10% -14% -8% 7%
4-QAA: RS (3,4,5,6) 3 4 0 0% 0 0 0 0% -14% -8% 7%
5-QAA: RS (3,4,5,6) 3 4 0 0% 0 0 0 0% -6% -8% 0%
6-WWL: RS (3,4,5,6) 15 20 13 17% 7 5 0 8% 0% -11% 16%
My Screens (Inc’l LTBH) = 28 – 18 21% – 6 1 – -18.1% -15.5% 5.7%
FCash (available) = 2 – 2 79% – – – – 0% 0% 0%
Fixed Income (ladder) = 20 – 18 114% – – – – -5.4% -5.4% 1.8%
My Portfolio Totals = 50 – 38 52% – – – – -4.6% -4.4% 2.4%
BenchMark (60/40)** = 7 – – – – – – – -15.1% -13.0% 4.7%
3 Likes
6
Market Trends (A): PO’s MAC(10m) DBE(99d,5m) CountIF %Bullish Risk CountIF Risk
18-Nov-2022 Status: Inter Status: TP,210 Status: MktD Bullish Eq-Wt Status: Bullish Gauges
SP600 (IJR) Daily Bullish 5.5% BEARish 0.3% BEARish 259 1 6.7% Risk_Off 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 1.8% Bullish 1.2% BEARish 259 2 13.3% Risk_Off 4 - 6 Risk_Off
SP500EW (RSP) Daily BEARish -0.8% BEARish -0.4% BEARish 219 0 0.0% Risk_Off 7 - 9 Risk_Off
SP1500 (ITOT) Daily BEARish -6.0% BEARish -3.2% BEARish 220 0 0.0% Risk_Off 10 - 12 Risk_On
SP500 (.SPx) Daily BEARish -4.4% BEARish -3.0% BEARish 220 0 0.0% Risk_Off 13 - 15 Risk_On
— — — — — — — — — — — —
CountIF(Bullish) = 2 1 0 3 20.0% Risk_Off — —
Screen Ranking (RS): 1 2 3 4 5 6 7 8 9 10 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) BRKB FXAIX FXNAX FSMAX FSPSX FFNOX – BRKB –
2-MAA: Multi-Asset ETF’s COMT RLY AOK AOM AOR AOA – – COMT
3-QAA: Multi-Market ETF’s RWM PRF PDBC IEFA QQEW FREL TLT – RWM PRF
4-QAA: Enhanced ETF’s MTUM USMV CMDY VLUE LRGF SIZE EFAV QUAL – – MTUM
5-QAA: U.S. Market ETF’s EWMC EDOW RSP EQWL EWSC EUSA EQAL QQQE – – EWMC
6-WWL: ROE_RevGr5 CCRN MEDP STLD CHRD JXN TPG PDCE ROCC VCTR RYI PSQ NRG – – CCRN
6-WWL: (13 thru 24) EVR NUE ABBV BLDR LPX METC DVAX UFPI GRBK SBOW LPI MATX CIO DVAX –
Performance report: Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 3 1 55% 23 0 0 8% 0% -1% 5%
2-MAA: RS (3,6,9,12) 2 3 1 3% 79 0 0 11% 0% -1% 5%
3-QAA: RS (3,4,5,6) 2 4 1 5% 4 0 1 -8% -13% -12% 6%
4-QAA: RS (3,4,5,6) 3 4 0 0% 0 0 0 0% -13% -12% 6%
5-QAA: RS (3,4,5,6) 3 4 0 0% 0 0 0 0% -7% -9% 0%
6-WWL: RS (3,4,5,6) 15 20 13 17% 8 5 0 8% 1% -9% 14%
My Screens (Inc’l LTBH) = 28 – 18 21% – 5 1 – -16.1% -16.3% 5.3%
FCash (available) = 2 – 2 79% – – – – 0% 0% 0%
Fixed Income (ladder) = 20 – 18 114% – – – – -5.6% -6.0% 1.7%
My Portfolio Totals = 50 – 38 52% – – – – -4.4% -4.8% 2.2%
BenchMark (60/40)** = 7 – – – – – – – -15.3% -13.7% 4.3%

GD_

4 Likes
7
Market Trends (A): PO’s MAC(10m) DBE(99d,5m) CountIF %Bullish Risk CountIF Risk
23-Nov-2022 Status: Inter Status: TP,210 Status: MktD Bullish Eq-Wt Status: Bullish Gauges
SP600 (IJR) Daily Bullish 6.5% BEARish 1.6% BEARish 264 1 6.7% Risk_Off 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 3.3% Bullish 3.2% BEARish 264 2 13.3% Risk_Off 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 0.9% BEARish 1.7% BEARish 224 1 6.7% Risk_Off 7 - 9 Risk_Off
SP1500 (ITOT) Daily BEARish -5.1% BEARish -1.5% BEARish 224 0 0.0% Risk_Off 10 - 12 Risk_On
SP500 (.SPx) Daily BEARish -3.8% BEARish -1.4% BEARish 223 0 0.0% Risk_Off 13 - 15 Risk_On
— — — — — — — — — — — —
CountIF(Bullish) = 3 1 0 4 26.7% Risk_Off — —
Screen Ranking (RS): 1 2 3 4 5 6 7 8 9 10 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) BRKB FXAIX FXNAX FSMAX FSPSX FFNOX – BRKB –
2-MAA: Multi-Asset ETF’s RLY COMT AOR AOK AOA AOM – – RLY
3-QAA: Multi-Market ETF’s PRF RWM IEFA PDBC QQEW FREL TLT – – PRF
4-QAA: Enhanced ETF’s MTUM VLUE USMV CMDY LRGF SIZE QUAL EFAV – – MTUM
5-QAA: U.S. Market ETF’s EWMC EDOW EQWL RSP EWSC EQAL EUSA QQQE – – EWMC
6-WWL: ROE_RevGr5 CCRN MEDP STLD JXN PDCE CHRD TPG ROCC VCTR EVR RYI NUE – – CCRN
6-WWL: (13_thru_24) PSQ NRG ABBV LPX METC BLDR DVAX UFPI GRBK SBOW LPI MATX CIO DVAX –
Performance report: Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 3 1 56% 24 0 0 11% 1% 0% 5%
2-MAA: RS (3,6,9,12) 2 3 1 3% 80 0 0 10% 1% 0% 5%
3-QAA: RS (3,4,5,6) 2 4 1 5% 5 0 0 -9% -14% -12% 7%
4-QAA: RS (3,4,5,6) 3 4 0 0% 0 0 0 0% -14% -12% 7%
5-QAA: RS (3,4,5,6) 3 4 0 0% 0 0 0 0% -7% -8% -1%
6-WWL: RS (3,4,5,6) 15 20 13 17% 9 6 0 8% 2% -7% 15%
My Screens (Inc’l LTBH) = 28 – 18 21% – 6 0 – -15.6% -15.7% 5.3%
FCash (available) = 2 – 2 79% – – – – 0% 0% 0%
Fixed Income (ladder) = 20 – 18 115% – – – – -5.3% -5.2% 1.8%
My Portfolio Totals = 50 – 38 52% – – – – -4.3% -4.3% 2.3%
BenchMark (60/40)** = 7 – – – – – – – -14.2% -12.3% 4.7%
3 Likes
8
Market Trends (A): PO’s MAC(10m) DBE(99d,5m) CountIF %Bullish Risk CountIF Risk
2-Dec-2022 Status: Inter Status: TP,210 Status: MktD Bullish Eq-Wt Status: Bullish Gauges
SP600 (IJR) Daily Bullish 6.0% BEARish 2.3% BEARish 269 1 6.7% Risk_Off 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 5.1% Bullish 3.7% BEARish 269 2 13.3% Risk_Off 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 2.6% Bullish 2.7% BEARish 229 2 13.3% Risk_Off 7 - 9 Risk_Off
SP1500 (ITOT) Daily BEARish -3.4% BEARish -0.4% BEARish 229 0 0.0% Risk_Off 10 - 12 Risk_On
SP500 (.SPx) Daily BEARish -2.8% BEARish -0.2% BEARish 229 0 0.0% Risk_Off 13 - 15 Risk_On
— — — — — — — — — — — —
CountIF(Bullish) = 3 2 0 5 33.3% Risk_Off — —
Screen Ranking (RS): 1 2 3 4 5 6 7 8 9 10 Sell HTD Buy
1-MAA: Long-Term (BRKB) BRKB FXAIX FXNAX FSMAX FSPSX FFNOX – BRKB –
2-MAA: Multi-Asset ETF’s RLY AOK AOM AOA AOR COMT COMT – RLY
3-QAA: Multi-Market ETF’s PRF IEFA RWM QQEW PDBC FREL TLT – RWM PRF
4-QAA: Enhanced ETF’s MTUM VLUE USMV CMDY LRGF EFAV SIZE QUAL – – MTUM
5-QAA: U.S. Market ETF’s EWMC EDOW RSP EQWL EWSC EUSA EQAL QQQE – – EWMC
6-WWL: ROE_RevGr5 CCRN MEDP STLD JXN PDCE ROCC TPG CHRD EVR NUE – – CCRN
6-WWL: (11_thru_20) VCTR RYI ABBV NRG PSQ LPX METC BLDR DVAX UFPI CIO DVAX –
Performance report: Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 3 1 56% 25 0 0 11% 1% 8% 5%
2-MAA: RS (3,6,9,12) 2 3 1 3% 81 0 0 11% 1% 8% 5%
3-QAA: RS (3,4,5,6) 2 4 1 5% 6 0 0 -10% -14% -9% 6%
4-QAA: RS (3,4,5,6) 3 4 0 0% 0 0 0 0% -14% -9% 6%
5-QAA: RS (3,4,5,6) 3 4 0 0% 0 0 0 0% -4% -5% 0%
6-WWL: RS (3,4,5,6) 15 20 13 19% 10 6 0 7% 2% 2% 15%
My Screens (Inc’l LTBH) = 28 – 18 21% – 6 0 – -15.6% -12.3% 5.3%
FCash (available) = 2 – 2 79% – – – – 0% 0% 0%
Fixed Income (ladder) = 20 – 18 114% – – – – -4.4% -4.3% 2.0%
My Portfolio Totals = 50 – 38 52% – – – – -3.9% -3.5% 2.3%
BenchMark (60/40)** = 7 – – – – – – – -13.2% -10.0% 5.4%
3 Likes
9
Market Trends (A): PO’s MAC(10m) DBE(99d,5m) CountIF %Bullish Risk CountIF Risk
9-Dec-2022 Status: Inter Status: TP,210 Status: MktD Bullish Eq-Wt Status: Bullish Gauges
SP600 (IJR) Daily Bullish 3.8% Bullish -1.6% BEARish 273 2 13.3% Risk_Off 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 4.9% Bullish 0.3% BEARish 273 2 13.3% Risk_Off 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 3.5% Bullish 0.1% BEARish 233 2 13.3% Risk_Off 7 - 9 Risk_Off
SP1500 (ITOT) Daily BEARish -1.9% BEARish -2.9% BEARish 234 0 0.0% Risk_Off 10 - 12 Risk_On
SP500 (.SPx) Daily BEARish -2.5% BEARish -2.6% BEARish 234 0 0.0% Risk_Off 13 - 15 Risk_On
— — — — — — — — — — — —
CountIF(Bullish) = 3 3 0 6 40.0% Risk_Off — —
Screen Ranking (RS): 1 2 3 4 5 6 7 8 9 10 Sell HTD Buy
1-MAA: Long-Term (BRKB) BRKB FXAIX FSPSX FXNAX FSMAX FFNOX – BRKB –
2-MAA: Multi-Asset ETF’s RLY AOK AOM AOA AOR COMT – – RLY
3-QAA: Multi-Market ETF’s PRF IEFA RWM QQEW PDBC FREL TLT – RWM PRF
4-QAA: Enhanced ETF’s MTUM VLUE USMV EFAV QUAL SIZE LRGF CMDY – – MTUM
5-QAA: U.S. Market ETF’s EDOW EWMC EQWL RSP EWSC EUSA EQAL QQQE – – EDOW
6-WWL: ROE_RevGr5 STLD MEDP CCRN JXN PDCE EVR ROCC TPG NUE CHRD – – STLD
6-WWL: (11_thru_20) LPX ABBV VCTR RYI PSQ METC BLDR NRG DVAX UFPI CIO DVAX –
Performance report: Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 3 1 54% 26 0 0 7% -1% 2% 5%
2-MAA: RS (3,6,9,12) 2 3 1 3% 0 1 0 0% -1% 2% 5%
3-QAA: RS (3,4,5,6) 2 4 1 5% 7 0 0 -5% -13% -10% 6%
4-QAA: RS (3,4,5,6) 3 4 0 0% 0 0 0 0% -13% -10% 6%
5-QAA: RS (3,4,5,6) 3 4 0 0% 0 0 0 0% -4% -5% 0%
6-WWL: RS (3,4,5,6) 15 20 13 18% 11 0 0 4% -3% -3% 14%
My Screens (Inc’l LTBH) = 28 – 18 21% – 1 0 – -16.5% -14.9% 5.1%
FCash (available) = 2 – 2 79% – – – – 0% 0% 0%
Fixed Income (ladder) = 20 – 18 115% – – – – -4.6% -4.2% 1.9%
My Portfolio Totals = 50 – 38 52% – – – – -4.1% -3.8% 2.2%
BenchMark (60/40)** = 7 – – – – – – – -15.0% -12.8% 4.3%
4 Likes
10
Market Trends (A): PO’s MAC(10m) DBE(99d,5m) CountIF %Bullish Risk CountIF Risk
16-Dec-2022 Status: Inter Status: TP,210 Status: MktD Bullish Eq-Wt Status: Bullish Gauges
SP600 (IJR) Daily Bullish 1.0% Bullish -4.8% BEARish 278 2 13.3% Risk_Off 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 4.2% Bullish -2.4% BEARish 278 2 13.3% Risk_Off 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 3.9% Bullish -1.9% BEARish 238 2 13.3% Risk_Off 7 - 9 Risk_Off
SP1500 (ITOT) Daily BEARish -1.0% BEARish -5.3% BEARish 239 0 0.0% Risk_Off 10 - 12 Risk_On
SP500 (.SPx) Daily BEARish -2.3% BEARish -4.6% BEARish 239 0 0.0% Risk_Off 13 - 15 Risk_On
— — — — — — — — — — — —
CountIF(Bullish) = 3 3 0 6 40.0% Risk_Off — —
Screen Ranking (RS): 1 2 3 4 5 6 7 8 9 10 Sell HTD Buy
1-MAA: Long-Term (BRKB) BRKB FXAIX FSPSX FXNAX FSMAX FFNOX – BRKB –
2-MAA: Multi-Asset ETF’s RLY AOK AOM AOA AOR COMT – RLY AOK
3-QAA: Multi-Market ETF’s PRF IEFA RWM QQEW PDBC FREL TLT – RWM PRF
4-QAA: Enhanced ETF’s MTUM VLUE USMV EFAV QUAL SIZE LRGF CMDY – – MTUM
5-QAA: U.S. Market ETF’s EDOW EWMC EQWL RSP EWSC EUSA EQAL QQQE – EDOW EWMC
6-WWL: ROE_RevGr5 STLD MEDP PBF CCRN JXN PDCE ROCC NUE LSTR BCC – CHRD STLD
6-WWL: (11_thru_20) AMN CHRD ABBV ESTE RYI EGLE PSQ CRK BLDR DVAX – DVAX –
Performance report: Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 3 1 54% 27 0 0 6% -3% 9% 4%
2-MAA: RS (3,6,9,12) 2 3 1 3% 1 1 1 -1% -3% 9% 4%
3-QAA: RS (3,4,5,6) 2 4 1 6% 8 0 0 -3% -12% -7% 6%
4-QAA: RS (3,4,5,6) 3 4 0 0% 0 0 0 0% -12% -7% 6%
5-QAA: RS (3,4,5,6) 3 4 2 8% 0 0 1 -1% -4% -5% -1%
6-WWL: RS (3,4,5,6) 15 20 13 18% 9 4 4 4% -3% -3% 12%
My Screens = 26 – 17 22% – 5 6 – -4.5% 3.0% 4.7%
FCash (available) = 2 – 2 78% – – – – 0% 0% 0%
Fixed Income (ladder) = 20 – 18 115% – – – – -4.7% -4.4% 1.9%
My Portfolio Totals = 48 – 37 52% – – – – -4.4% -3.6% 2.0%
BenchMark (60/40)** = 7 – – – – – – – -16.1% -13.8% 3.4%
3 Likes
11
Market Trends (A): PO’s MAC(10m) DBE(99d,5m) %Off_ Since CountIF %Bullish Risk CountIF Risk
23-Dec-2022 Status: Inter Status: TP,210 Status: Hi(99) NewHi Bullish Eq-Wt Status: Bullish Gauges
SP600 (IJR) Daily Bullish -1.4% Bullish -4.2% BEARish -10.4% 283 2 13.3% Risk_Off 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 2.2% Bullish -1.7% BEARish -7.6% 283 2 13.3% Risk_Off 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 3.1% Bullish -2.1% BEARish -7.1% 243 2 13.3% Risk_Off 7 - 9 Risk_Off
SP1500 (ITOT) Daily BEARish -0.6% BEARish -5.6% BEARish -10.9% 244 0 0.0% Risk_Off 10 - 12 Risk_On
SP500 (.SPx) Daily BEARish -2.6% BEARish -5.0% BEARish -10.1% 244 0 0.0% Risk_Off 13 - 15 Risk_On
— — — — — — — — — — — —
CountIF(Bullish) = 3 3 0 6 40.0% Risk_Off — —
Screen Ranking (RS): 1 2 3 4 5 6 7 8 9 10 Sell HTD Buy
1-MAA: Long-Term (BRKB) BRKB FSPSX FXAIX FXNAX FFNOX FSMAX – BRKB –
2-MAA: Multi-Asset ETF’s RLY AOM AOA AOR AOK COMT – RLY AOM
3-QAA: Multi-Market ETF’s IEFA PRF RWM QQEW FREL TLT PDBC – RWM IEFA
4-QAA: Enhanced ETF’s MTUM VLUE USMV EFAV QUAL SIZE LRGF CMDY – – MTUM
5-QAA: U.S. Market ETF’s EDOW EQWL EWMC RSP EWSC EUSA EQAL QQQE – EDOW EQWL
6-WWL: ROE_RevGr5 STLD MEDP JXN AR PBF NUE LSTR ABBV CCRN AMN – MEDP STLD
6-WWL: (11_thru_20) ROCC PDCE EGLE RYI BLDR CHRD UFPI PSQ GRBK INVA DVAX PSQ –
Performance report: Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 3 1 55% 28 0 0 6% -1% 1% 4%
2-MAA: RS (3,6,9,12) 2 3 1 3% 2 1 1 -3% -1% 1% 4%
3-QAA: RS (3,4,5,6) 2 4 1 6% 9 0 0 -4% -12% -8% 5%
4-QAA: RS (3,4,5,6) 3 4 0 0% 0 0 0 0% -12% -8% 5%
5-QAA: RS (3,4,5,6) 3 4 1 8% 1 0 1 -1% -4% -5% -2%
6-WWL: RS (3,4,5,6) 15 20 13 19% 10 4 4 6% -1% -1% 11%
My Screens = 26 – 17 22% – 5 6 – -3.5% -1.4% 4.1%
FCash (available) = 2 – 2 78% – – – – 0% 0% 0%
Fixed Income (ladder) = 20 – 19 114% – – – – -4.9% -4.6% 1.9%
My Portfolio Totals = 48 – 38 52% – – – – -4.4% -4.1% 1.8%
BenchMark (60/40)** = 7 – – – – – – – -16.5% -14.7% 3.1%
2 Likes
12
Market Trends (A): PO’s PO’s SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD Risk CountIF %Bullish
30-Dec-2022 Status: Inter Change Status: TP,210 Change Status: Hi(99) NewHi Status: Bullish Eq-Wt
SP600 (IJR) Daily Bullish -2.9% 60 BEARish -4.1% 2 BEARish -10.9% 288 Risk_Off 1 6.7%
SP400 (MDY) Daily Bullish 1.6% 49 BEARish -1.5% 1 BEARish -7.6% 288 Risk_Off 1 6.7%
SP500EW (RSP) Daily Bullish 2.5% 37 BEARish -1.9% 1 BEARish -7.1% 248 Risk_Off 1 6.7%
SP1500 (ITOT) Daily BEARish -0.2% 309 BEARish -5.3% 308 BEARish -11.6% 249 Risk_Off 0 0.0%
SP500 (.SPx) Daily BEARish -2.8% 245 BEARish -4.8% 249 BEARish -10.8% 249 Risk_Off 0 0.0%
— — — — — — — — — — — — —
CountIF(Bullish) = 3 0 0 Risk_Off 3 20.0%
Screen Ranking (RS): 1 2 3 4 5 6 7 8 9 10 Sell HTD Buy
1-MAA: Long-Term (BRKB) BRKB FSPSX FXNAX FXAIX FFNOX FSMAX – BRKB –
2-MAA: Multi-Asset ETF’s RLY AOR AOA AOM AOK – RLY AOR
3-QAA: Market ETF’s IEFA PRF QQEW RWM TLT FREL COMT – RWM IEFA
4-QAA: Enhanced ETF’s EFAV MTUM USMV VLUE QUAL SIZE LRGF CMDY – VLUE EFAV
5-QAA: Market Eq-Wt ETF’s EDOW EQWL EWMC RSP EUSA EWSC QQQE EQAL – EDOW EQWL
6-WWL: ROE_RevGr5 STLD MEDP JXN ABBV LSTR PBF NUE BCC ROCC CCRN – EGLE STLD
6-WWL: (11_thru_20) PDCE EGLE RYI BLDR UFPI PSQ GRBK CHRD AMN ESTE DVAX CRK –
Performance report: Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 3 1 56% 29 0 0 8% -1% -1% 4%
2-MAA: RS (3,6,9,12) 2 3 1 3% 3 1 1 -3% -1% -1% 4%
3-QAA: RS (3,4,5,6) 2 4 1 6% 10 0 0 -4% -12% -10% 4%
4-QAA: RS (3,4,5,6) 3 4 1 3% 0 0 1 0% -12% -10% 4%
5-QAA: RS (3,4,5,6) 3 4 1 8% 2 0 1 -1% -5% -5% -2%
6-WWL: RS (3,4,5,6) 15 20 13 18% 11 4 4 5% -2% -2% 11%
My Screens = 26 – 18 23% – 5 7 – -3.2% -3.2% 4.1%
FCash (available) = 2 – 2 77% – – – – 0% 0% 0%
Fixed Income (ladder) = 20 – 19 114% – – – – -4.9% -4.6% 1.8%
My Portfolio Totals = 48 – 39 52% – – – – -4.4% -4.3% 1.8%
BenchMark (60/40)** = 7 – – – – – – – -16.9% -15.6% 3.0%

GD_

2 Likes