| 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% |