Trends and Ranks for 2023Q1

Investing Strategies Foolish Workshop
1
Market Trends (A) PO’s PO’s SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD Risk CountIF %Bullish CountIF Risk
6-Jan-2023 Status: Inter Change Status: TP,210 Change Status: Hi(99) NewHi Status: Bullish Eq-Wt Bullish Gauges
SP600 (IJR) Daily BEARish -2.7% 2 BEARish -1.8% 9 BEARish -8.3% 293 Risk_Off 0 0.0% 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 0.9% 56 BEARish 0.7% 8 BEARish -5.0% 293 Risk_Off 1 6.7% 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 1.9% 44 BEARish 0.7% 8 BEARish -4.1% 253 Risk_Off 1 6.7% 7 - 9 Risk_Off
SP1500 (ITOT) Daily BEARish -0.4% 316 BEARish -4.0% 315 BEARish -9.8% 253 Risk_Off 0 0.0% 10 - 12 Risk_On
SP500 (.SPx) Daily BEARish -2.8% 252 BEARish -3.5% 256 BEARish -9.2% 253 Risk_Off 0 0.0% 13 - 15 Risk_On
— — — — — — — — — — — — — — —
CountIF(Bullish) = 2 0 0 Risk_Off 2 13.3% — —
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 GDMA RLY AOR AOA AOM AOK – RLY GDMA
3-QAA: Market ETF’s IEFA PSQ PRF QQEW TLT RWM 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 EQAL QQQE – EDOW EQWL
6-WWL: ROE_RevGr5 MEDP STLD ABBV JXN LSTR ROCC BCC NUE PBF RYI – EGLE LSTR
6-WWL: (11_thru_20) EGLE BLDR CCRN PSQ UFPI GRBK PDCE AMN CHRD INVA 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 1 1 50% 30 0 0 10% 3% 3% 4%
2-MAA: RS (3,6,9,12) 2 3 1 8% 4 0 1 0% 3% 3% 4%
3-QAA: RS (3,4,5,6) 3 4 2 11% 15 0 0 1% -1% -8% 4%
4-QAA: RS (3,4,5,6) 3 4 1 3% 1 0 1 4% -1% -8% 4%
5-QAA: RS (3,4,5,6) 3 4 1 8% 3 0 1 1% 0% -2% -2%
6-WWL: RS (3,4,5,6) 15 20 12 12% 11 4 4 3% 0% -1% 11%
My Screens = 27 – 18 22% – 4 7 – 0.2% 0.0% 1.6%
FCash (available) = 2 – 2 78% – – – – 0% 0% 0%
Fixed Income (ladder) = 20 – 18 106% – – – – 0.0% -5.0% 1.7%
My Portfolio Totals = 49 – 38 50% – – – – 0.1% -4.2% 1.8%
BenchMark (60/40)** = 7 – – – – – – – 2.0% -12.2% 3.7%

GD_

4 Likes
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Market Trends (A) PO’s PO’s SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD Risk CountIF %Bullish – CountIF Risk
13-Jan-2023 Status: Inter Change Status: TP,210 Change Status: Hi(99) NewHi Status: Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily BEARish -0.4% 9 BEARish 2.9% 16 BEARish -2.3% 298 Risk_Off 0 0.0% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 1.8% 63 Bullish 4.6% 1 BEARish -0.9% 298 Risk_Off 2 13.3% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 1.7% 51 Bullish 3.7% 1 BEARish -0.6% 258 Risk_Off 2 13.3% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily BEARish -0.2% 323 BEARish -0.6% 322 BEARish -5.1% 258 Risk_Off 0 0.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily BEARish -2.3% 259 BEARish -0.5% 263 BEARish -4.7% 258 Risk_Off 0 0.0% – 13 - 15 Risk_On
– – – – – – – – – – – – – – – –
CountIF(Bullish) = 2 2 0 Risk_Off 4 26.7% – – –
Screen Ranking (RS) 1 2 3 4 5 6 7 8 9 10 Sell HTD Buy
1-MAA: Long-Term (BRKB) BRKB FSPSX FFNOX FXAIX FXNAX FSMAX - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s GDMA RLY AOR AOA AOK AOM - - - - - – – GDMA
3-QAA: Market ETF’s IEFA PRF PSQ QQEW TLT FREL RWM COMT - - - – IEFA PRF
4-QAA: Enhanced ETF’s EFAV USMV VLUE MTUM QUAL SIZE LRGF CMDY - - - – VLUE USMV
5-QAA: Market Eq-Wt ETF’s EDOW EQWL RSP EWMC EUSA EWSC EQAL QQQE - - - – EDOW EQWL
6-WWL: ROE_RevGr5 STLD MEDP LSTR ABBV JXN NUE BCC ROCC PBF BLDR - – – STLD
6-WWL: (11_thru_20) RYI GRBK UFPI EGLE PSQ CCRN PDCE AMN INVA CHRD - CRK CHRD –
Performance Report Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 6 1 51% 31 0 0 12% 3% 2% 4%
2-MAA: RS (3,6,9,12) 2 3 1 8% 5 0 0 3% 3% 2% 4%
3-QAA: RS (3,4,5,6) 3 4 2 5% 10 3 1 2% -3% -7% 4%
4-QAA: RS (3,4,5,6) 3 4 2 5% 1 0 2 4% -3% -7% 4%
5-QAA: RS (3,4,5,6) 3 4 2 8% 4 0 1 3% 1% 0% -2%
6-WWL: RS (3,4,5,6) 15 20 12 13% 12 0 0 8% 6% 5% 10%
My Screens = 27 – 19 22% – 3 4 – 0.4% 0.1% 1.4%
FCash (available) = 2 – 2 78% – – – – 0% 0% 0%
Fixed Income (ladder) = 20 – 18 107% – – – – 0.9% -3.3% 2.0%
My Portfolio Totals = 49 – 39 50% – – – – 0.6% -3.5% 1.8%
BenchMark (60/40)** = 7 – – – – – – – 4.1% -10.7% 4.1%

GD_

2 Likes
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Market Trends (A) PO’s PO’s SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD Risk CountIF %Bullish – CountIF Risk
20-Jan-2023 Status: Inter Change Status: TP,210 Change Status: Hi(99) NewHi Status: Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily Bullish 1.3% 3 Bullish 1.5% 2 BEARish -0.7% 302 Risk_Off 2 13.3% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 2.5% 70 Bullish 3.5% 8 BEARish -0.2% 302 Risk_Off 2 13.3% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 1.6% 58 Bullish 2.4% 8 BEARish -0.3% 262 Risk_Off 2 13.3% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily BEARish -0.3% 330 BEARish -1.2% 329 BEARish -2.9% 263 Risk_Off 0 0.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily BEARish -2.1% 266 BEARish -1.2% 270 BEARish -2.5% 263 Risk_Off 0 0.0% – 13 - 15 Risk_On
– – – – – – – – – – – – – – – –
CountIF(Bullish) = 3 3 0 Risk_Off 6 40.0% – – –
Screen Ranking (RS) 1 2 3 4 5 6 7 8 9 10 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) BRKB FSPSX FXNAX FFNOX FXAIX FSMAX - - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR RLY GDMA AOM AOK - - - - - - – RLY AOA
3-QAA: Market ETF’s IEFA PRF PSQ QQEW TLT FREL RWM COMT - - - - – IEFA PRF
4-QAA: Enhanced ETF’s EFAV VLUE USMV MTUM SIZE QUAL LRGF CMDY - - - - – VLUE USMV
5-QAA: Market Eq-Wt ETF’s EDOW EQWL EWMC RSP EUSA EWSC EQAL QQQE - - - - – – EDOW
6-FidFolio: RoE_RevGr5 STLD X DHI MEDP JXN NUE LSTR ABBV GRBK BCC ROCC BLDR – DHI STLD
6-FidFolio: (13_thru_24) UFPI PBF RYI EGLE INVA CCRN PDCE AMN CHRD DVAX ESTE AR CRK PDCE –
Performance Report Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 6 1 49% 32 0 0 7% 1% 3% 3%
2-MAA: RS (3,6,9,12) 2 3 1 8% 6 0 0 3% 1% 3% 3%
3-QAA: RS (3,4,5,6) 3 4 2 5% 11 3 1 2% -3% -6% 2%
4-QAA: RS (3,4,5,6) 3 4 2 5% 2 0 2 3% -3% -6% 2%
5-QAA: RS (3,4,5,6) 3 4 2 8% 5 0 0 1% 1% -1% -4%
6-FidFolio: RS (3,4,5,6) 15 20 15 16% 11 0 3 7% 5% 7% 8%
My Screens = 27 – 22 22% – 3 6 – 0.2% 0.3% 0.9%
FCash (available) = 2 – 2 78% – – – – 0% 0% 0%
Fixed Income (ladder) = 20 – 20 107% – – – – 1.2% -3.0% 2.0%
My Portfolio Totals = 49 – 44 50% – – – – 0.7% -2.6% 1.4%
BenchMark (60/40)** = 7 – – – – – – – 3.8% -8.6% 3.7%
2 Likes
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Market Trends (A) PO’s PO’s SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD Risk CountIF %Bullish – CountIF Risk
27-Jan-2023 Status: Inter Change Status: TP,210 Change Status: Hi(99) NewHi Status: Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily Bullish 2.5% 10 Bullish 4.4% 9 BEARish -0.2% 307 Risk_Off 2 13.3% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 3.9% 77 Bullish 6.6% 15 Bullish NEW 0 Risk_On 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 2.5% 65 Bullish 5.5% 15 Bullish NEW 0 Risk_On 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily BEARish -0.3% 337 Bullish 2.3% 0 BEARish -0.9% 268 Risk_Off 1 6.7% – 10 - 12 Risk_On
SP500 (.SPx) Daily BEARish -1.4% 273 Bullish 2.2% 0 BEARish -0.6% 268 Risk_Off 1 6.7% – 13 - 15 Risk_On
– – – – – – – – – – – – – – – –
CountIF(Bullish) = 3 5 2 Risk_On 10 66.7% – – –
Screen Ranking (RS) 1 2 3 4 5 6 7 8 9 10 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) BRKB FSPSX FXNAX FFNOX FXAIX FSMAX - - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM RLY AOK GDMA - - - - - - RLY – AOA
3-QAA: Market ETF’s IEFA PRF QQEW PRFZ FREL TLT PSQ COMT - - - - – IEFA PRF
4-QAA: Enhanced ETF’s EFAV SIZE QUAL VLUE USMV MTUM LRGF CMDY - - - - – VLUE SIZE
5-QAA: Market Eq-Wt ETF’s EWMC EDOW EQWL RSP EUSA EWSC EQAL QQQE - - - - – – EWMC
6-FidFolio: RoE_RevGr5 X DHI STLD MEDP JXN NUE GRBK BLDR LSTR RYI UFPI BCC – DHI X
6-FidFolio: (13_thru_24) ROCC PBF ABBV EGLE INVA PDCE DVAX CCRN CHRD ESTE AMN AR CRK CCRN –
Performance Report Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 6 1 49% 33 0 0 9% 1% 9% 4%
2-MAA: RS (3,6,9,12) 2 3 1 8% 7 0 0 4% 1% 9% 4%
3-QAA: RS (3,4,5,6) 3 4 1 3% 2 3 1 2% -3% -5% 2%
4-QAA: RS (3,4,5,6) 3 4 2 5% 3 0 1 5% -3% -5% 2%
5-QAA: RS (3,4,5,6) 3 4 2 8% 6 0 0 3% 1% 0% -3%
6-FidFolio: RS (3,4,5,6) 15 20 15 16% 12 0 3 10% 9% 13% 10%
My Screens = 27 – 21 23% – 3 5 – 0.3% 0.8% 1.1%
FCash (available) = 2 – 2 77% – – – – 0% 0% 0%
Fixed Income (ladder) = 20 – 19 115% – – – – 1.3% -2.6% 2.0%
My Portfolio Totals = 49 – 42 53% – – – – 0.8% -2.2% 1.5%
BenchMark (60/40)** = 7 – – – – – – – 5.2% -5.1% 4.5%
2 Likes
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Market Trends (A) PO’s PO’s SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD Risk CountIF %Bullish – CountIF Risk
3-Feb-2023 Status: Inter Change Status: TP,210 Change Status: Hi(99) NewHi Status: Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily Bullish 4.4% 17 Bullish 9.9% 16 Bullish NEW 0 Risk_On 3 20.0% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 4.8% 84 Bullish 10.6% 22 Bullish NEW 1 Risk_On 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 4.0% 72 Bullish 7.4% 22 Bullish NEW 1 Risk_On 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 0.1% 1 Bullish 4.9% 7 Bullish NEW 1 Risk_On 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily BEARish -0.6% 280 Bullish 4.4% 7 Bullish NEW 1 Risk_Off 2 13.3% – 13 - 15 Risk_On
– – – – – – – – – – – – – – – –
CountIF(Bullish) = 4 5 5 Risk_On 14 93.3% – – –
Screen Ranking (RS) 1 2 3 4 5 6 7 8 9 10 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) BRKB FSPSX FXNAX FFNOX FXAIX FSMAX - - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK RLY GDMA - - - - - - RLY AOR AOA
3-QAA: Market ETF’s IEFA PRF QQEW FREL TLT PRFZ PSQ COMT - - - - – PRF QQEW
4-QAA: Enhanced ETF’s EFAV SIZE QUAL VLUE LRGF USMV MTUM CMDY - - - - – EFAV SIZE
5-QAA: Market Eq-Wt ETF’s EWMC EDOW EQWL RSP EUSA EWSC QQQE EQAL - - - - – EWMC EDOW
6-FidFolio: RoE_RevGr5 X STLD DHI MEDP JXN NUE GRBK RYI BLDR UFPI LSTR BCC – DHI X
6-FidFolio: (13_thru_24) ROCC EGLE PBF ABBV INVA DVAX PDCE CHRD CCRN ESTE AMN AR CRK CCRN –
Performance Report Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 6 1 47% 34 0 0 9% 0% 5% 5%
2-MAA: RS (3,6,9,12) 2 3 2 15% 4 0 1 1% 0% 5% 5%
3-QAA: RS (3,4,5,6) 3 4 2 9% 2 3 2 1% -2% -8% 4%
4-QAA: RS (3,4,5,6) 3 4 2 6% 4 0 1 5% -2% -8% 4%
5-QAA: RS (3,4,5,6) 3 4 3 15% 4 0 1 1% 1% 1% -2%
6-FidFolio: RS (3,4,5,6) 15 20 15 15% 13 0 3 13% 12% 13% 17%
My Screens = 27 – 24 26% – 3 8 – 0.4% 0.5% 1.8%
FCash (available) = 2 – 2 74% – – – – 0% 0% 0%
Fixed Income (ladder) = 20 – 19 114% – – – – 1.4% -2.5% 1.9%
My Portfolio Totals = 49 – 45 54% – – – – 0.9% -2.3% 1.8%
BenchMark (60/40)** = 7 – – – – – – – 6.0% -7.1% 4.7%
3 Likes
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Market Trends (A) PO’s PO’s SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, February 10, 2023 Status: Inter Change Status: TP,210 Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily Bullish 5.6% 24 Bullish 5.8% 23 Bullish -1.3% 5 – 3 20.0% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 5.3% 91 Bullish 7.4% 29 Bullish -1.2% 6 – 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 5.2% 79 Bullish 5.6% 29 Bullish -1.2% 6 – 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 1.1% 8 Bullish 3.2% 14 Bullish -0.7% 6 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily BEARish 0.0% 287 Bullish 3.0% 14 Bullish -0.5% 6 – 2 13.3% – 13 - 15 Risk_On
— — — — — — — — — — — — — — — —
CountIF(Bullish) = 4 5 5 14 93.3% Risk_On
Screen Ranking (RS) 1 2 3 4 5 6 7 8 9 10 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) FSPSX BRKB FXAIX FSMAX FXNAX FFNOX - - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK RLY GDMA - - - - - - RLY AOR AOA
3-QAA: Market ETF’s IEFA QQEW PRFZ PRF FREL TLT PSQ COMT - - - - – PRF QQEW
4-QAA: Enhanced ETF’s EFAV SIZE QUAL VLUE LRGF USMV MTUM CMDY - - - - – VLUE EFAV
5-QAA: Market Eq-Wt ETF’s EWMC EWSC EDOW RSP EQWL QQQE EUSA EQAL - - - - – EWMC EWSC
6-FidFolio: RoE_RevGr5 X STLD DHI GRBK BLDR JXN MEDP RYI NUE UFPI LSTR EGLE – DHI X
6-FidFolio: (13_thru_24) BCC ROCC PBF ABBV INVA DVAX CHRD PDCE ESTE CCRN AMN AR CRK CCRN –
Performance Report Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 6 1 46% 35 0 0 8% 1% 4% 4%
2-MAA: RS (3,6,9,12) 2 3 2 15% 5 0 1 0% 1% 4% 4%
3-QAA: RS (3,4,5,6) 3 4 2 9% 3 1 2 0% -3% -10% 1%
4-QAA: RS (3,4,5,6) 3 4 2 6% 5 0 0 4% -3% -10% 1%
5-QAA: RS (3,4,5,6) 3 4 3 15% 5 0 1 0% 0% -2% -4%
6-FidFolio: RS (3,4,5,6) 15 20 15 15% 14 0 3 10% 9% 10% 10%
FCash (available) = 2 – 2 74% – – – – 0% 0% 0%
My Screens = 27 – 24 26% – 1 7 – 0.2% 0.2% 0.9%
Fixed Income (ladder) = 20 – 19 115% – – – – 1.0% -2.9% 1.8%
My Portfolio Totals = 49 – 45 54% – – – – 0.6% -2.6% 1.3%
BenchMark (60/40)** = 7 – – – – – – – 4.7% -8.1% 3.9%
2 Likes
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Market Trends (A) PO’s PO’s SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, February 17, 2023 Status: Inter Change Status: TP,210 Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily Bullish 5.2% 31 Bullish 7.3% 30 Bullish -2.2% 10 – 3 20.0% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 5.6% 98 Bullish 8.5% 36 Bullish -1.4% 10 – 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 6.0% 86 Bullish 5.7% 36 Bullish -1.5% 10 – 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 2.3% 15 Bullish 3.4% 21 Bullish -1.1% 10 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 0.5% 1 Bullish 2.8% 21 Bullish -0.9% 10 – 3 20.0% – 13 - 15 Risk_On
— — — — — — — — — — — — — — — —
CountIF(Bullish) = 5 5 5 15 100.0% Risk_On
Screen Ranking (RS) 1 2 3 4 5 6 7 8 9 10 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) FSPSX BRKB FXAIX FSMAX FFNOX FXNAX - - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK RLY GDMA - - - - - - RLY AOR AOA
3-QAA: Market ETF’s IEFA QQEW FREL PRFZ PRF TLT PSQ COMT - - - - – PRF IEFA
4-QAA: Enhanced ETF’s EFAV SIZE QUAL VLUE LRGF USMV MTUM CMDY - - - - – VLUE EFAV
5-QAA: Market Eq-Wt ETF’s EWMC EWSC QQQE RSP EDOW EUSA EQWL EQAL - - - - EDOW EWMC EWSC
6-FidFolio: RoE_RevGr5 GRBK STLD X DHI BLDR JXN RYI NUE MEDP UFPI LSTR EGLE – – GRBK
6-FidFolio: (13_thru_24) BCC ROCC PBF ABBV DVAX INVA PDCE CHRD ESTE CCRN AMN AR CRK CHRD –
Performance Report Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 6 1 47% 36 0 0 9% 0% 4% 3%
2-MAA: RS (3,6,9,12) 2 3 2 15% 6 0 1 0% 0% 4% 3%
3-QAA: RS (3,4,5,6) 3 4 2 9% 4 1 1 0% -3% -9% -1%
4-QAA: RS (3,4,5,6) 3 4 2 6% 6 0 0 4% -3% -9% -1%
5-QAA: RS (3,4,5,6) 3 4 3 15% 6 0 1 0% 0% -1% -5%
6-FidFolio: RS (3,4,5,6) 15 20 15 15% 15 0 0 11% 7% 10% 7%
FCash (available) = 2 – 2 74% – – – – 0% 0% 0%
My Screens = 27 – 24 26% – 1 3 – 0.1% 0.3% 0.3%
Fixed Income (ladder) = 20 – 19 115% – – – – 0.7% -2.5% 1.6%
My Portfolio Totals = 49 – 45 54% – – – – 0.7% -2.1% 0.9%
BenchMark (60/40)** = 7 – – – – – – – 4.6% -6.8% 3.7%
1 Like
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Market Trends (A) PO’s PO’s SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, February 24, 2023 Status: Inter Change Status: TP,210 Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily Bullish 3.8% 38 Bullish 4.4% 37 Bullish -2.7% 14 – 3 20.0% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 4.5% 105 Bullish 5.8% 43 Bullish -2.5% 15 – 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 6.0% 93 Bullish 2.9% 43 Bullish -2.9% 15 – 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 2.7% 22 Bullish 0.9% 28 Bullish -2.7% 15 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 0.4% 8 Bullish 0.4% 28 Bullish -2.7% 15 – 3 20.0% – 13 - 15 Risk_On
— — — — — — — — — — — — — — — —
CountIF(Bullish) = 5 5 5 15 100.0% Risk_On
Screen Ranking (RS) 1 2 3 4 5 6 7 8 9 10 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) FSPSX BRKB FSMAX FXAIX FFNOX FXNAX - - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK RLY GDMA - - - - - - RLY AOR AOA
3-QAA: Market ETF’s IEFA QQEW PRFZ FREL PRF TLT PSQ COMT - - - - – PRF IEFA
4-QAA: Enhanced ETF’s EFAV SIZE QUAL LRGF VLUE USMV MTUM CMDY - - - - VLUE – EFAV
5-QAA: Market Eq-Wt ETF’s EWMC EWSC QQQE RSP EQWL EDOW EUSA EQAL - - - - EDOW EWMC EWSC
6-FidFolio: RoE_RevGr5 MTH GRBK PHM X BLDR RYI DHI JBL LEN SMCI MEDP ARCB – LEN MTH
6-FidFolio: (13_thru_24) HIBB BCC ROCC PBF ABC CIVI ABBV DVAX PFE PDCE CHRD AMN CCRN AMN –
Performance Report Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 6 1 46% 37 0 0 6% -2% 4% 3%
2-MAA: RS (3,6,9,12) 2 3 2 15% 7 0 1 -2% -2% 4% 3%
3-QAA: RS (3,4,5,6) 3 4 2 8% 5 0 1 -2% -6% -12% 0%
4-QAA: RS (3,4,5,6) 3 4 2 6% 7 0 0 2% -6% -12% 0%
5-QAA: RS (3,4,5,6) 3 4 3 15% 7 0 1 -3% -1% -3% -5%
6-FidFolio: RS (3,4,5,6) 15 20 15 15% 10 6 6 0% 6% 10% 8%
FCash (available) = 2 – 2 74% – – – – 0% 0% 0%
My Screens = 27 – 24 26% – 6 9 – -0.2% 0.1% 0.6%
Fixed Income (ladder) = 20 – 19 115% – – – – 0.7% -2.8% 1.6%
My Portfolio Totals = 49 – 45 54% – – – – 0.5% -2.3% 1.0%
BenchMark (60/40)** = 7 – – – – – – – 2.5% -5.5% 4.6%
2 Likes
9
Market Trends (A) PO’s PO’s SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, March 3, 2023 Status: Inter Change Status: TP,210 Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily Bullish 2.1% 45 Bullish 6.2% 44 Bullish -3.6% 19 – 3 20.0% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 3.3% 112 Bullish 7.6% 50 Bullish -3.1% 20 – 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 5.6% 100 Bullish 4.6% 50 Bullish -3.8% 20 – 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 3.0% 29 Bullish 2.8% 35 Bullish -3.4% 20 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 0.2% 15 Bullish 2.1% 35 Bullish -3.5% 20 – 3 20.0% – 13 - 15 Risk_On
— — — — — — — — — — — — — — — —
CountIF(Bullish) = 5 5 5 15 100.0% Risk_On
Screen Ranking (RS) 1 2 3 4 5 6 7 8 9 10 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) FSPSX BRKB FSMAX FXAIX FFNOX FXNAX - - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK RLY GDMA - - - - - - RLY AOR AOA
3-QAA: Market ETF’s IEFA QQEW PRFZ FREL PRF TLT PSQ COMT - - - - – PRF IEFA
4-QAA: Enhanced ETF’s EFAV SIZE QUAL LRGF VLUE USMV MTUM CMDY - - - - VLUE SIZE EFAV
5-QAA: Market Eq-Wt ETF’s EWMC EWSC QQQE RSP EUSA EQWL EQAL EDOW - - - - EDOW EWMC EWSC
6-FidFolio: RoE_RevGr5 GRBK MTH PHM X BLDR RYI JBL SMCI ARCB DHI LEN HIBB – LEN MTH
6-FidFolio: (13_thru_24) BCC MEDP PBF ROCC CIVI ABC ABBV PDCE DVAX CHRD PFE CCRN CCRN AMN –
Performance Report Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 6 1 47% 38 0 0 8% 1% -1% 8%
2-MAA: RS (3,6,9,12) 2 3 2 15% 8 0 1 0% 1% -1% 8%
3-QAA: RS (3,4,5,6) 3 4 2 9% 6 0 1 0% -3% -18% 10%
4-QAA: RS (3,4,5,6) 3 4 3 9% 6 0 1 3% -3% -18% 10%
5-QAA: RS (3,4,5,6) 3 4 3 15% 8 0 1 -1% 0% -2% 0%
6-FidFolio: RS (3,4,5,6) 15 20 15 15% 11 6 6 5% 9% 11% 15%
FCash (available) = 2 – 2 73% – – – – 0% 0% 0%
My Screens = 27 – 25 27% – 6 10 – 0.3% -0.4% 2.5%
Fixed Income (ladder) = 20 – 19 115% – – – – 0.6% -3.5% 1.4%
My Portfolio Totals = 49 – 46 54% – – – – 0.7% -2.8% 2.0%
BenchMark (60/40)** = 7 – – – – – – – 3.8% -6.1% 5.9%
3 Likes
10
Market Trends (A) PO’s PO’s SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, March 10, 2023 Status: Inter Change Status: TP,210 Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily Bullish 0.0% 52 Bullish -1.2% 51 Bullish -3.7% 24 – 3 20.0% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 1.7% 119 Bullish 0.8% 57 Bullish -3.1% 25 – 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 4.6% 107 Bullish -0.8% 57 Bullish -3.5% 25 – 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 2.9% 36 Bullish -1.5% 42 Bullish -2.8% 25 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily BEARish -0.1% 0 Bullish -1.5% 42 Bullish -2.8% 25 – 2 13.3% – 13 - 15 Risk_On
— — — — — — — — — — — — — — — —
CountIF(Bullish) = 4 5 5 14 93.3% Risk_On
Screen Ranking (RS) 1 2 3 4 5 6 7 8 9 10 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) FSPSX BRKB FSMAX FXAIX FFNOX FXNAX - - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK RLY GDMA - - - - - - RLY – AOA
3-QAA: Market ETF’s IEFA QQEW PRFZ FREL PRF TLT PSQ COMT - - - - PRF – IEFA
4-QAA: Enhanced ETF’s EFAV SIZE QUAL LRGF VLUE USMV MTUM CMDY - - - - VLUE SIZE EFAV
5-QAA: Market Eq-Wt ETF’s EWMC EWSC QQQE EUSA RSP EQWL EQAL EDOW - - - - EDOW – EWMC
6-FidFolio: RoE_RevGr5 GRBK MTH BLDR PHM RYI X JBL ARCB SMCI LEN DHI HIBB – LEN MTH
6-FidFolio: (13_thru_24) CIVI PBF ROCC MEDP BCC ABC ABBV PDCE CHRD DVAX PFE CCRN CCRN AMN –
Performance Report Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 6 1 46% 39 0 0 7% -2% -2% 12%
2-MAA: RS (3,6,9,12) 2 3 2 18% 9 0 0 -3% -2% -2% 12%
3-QAA: RS (3,4,5,6) 3 4 2 6% 7 1 0 -4% -8% -21% 27%
4-QAA: RS (3,4,5,6) 3 4 3 8% 7 0 1 -2% -8% -21% 27%
5-QAA: RS (3,4,5,6) 3 4 3 14% 9 0 0 -7% -2% -6% 6%
6-FidFolio: RS (3,4,5,6) 15 20 15 14% 12 6 6 -2% 4% 5% 18%
FCash (available) = 2 – 2 73% – – – – 0% 0% 0%
My Screens = 27 – 25 27% – 7 7 – -0.4% -0.7% 4.4%
Fixed Income (ladder) = 20 – 19 115% – – – – 0.3% -4.3% 0.9%
My Portfolio Totals = 49 – 46 54% – – – – 0.2% -3.4% 2.9%
BenchMark (60/40)** = 7 – – – – – – – 1.3% -6.7% 6.0%
1 Like
11
Market Trends (A) PO’s PO’s SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, March 17, 2023 Status: Inter Change Status: TP,210 Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily BEARish -4.1% 1 BEARish -4.2% 1 Bullish -10.2% 29 – 1 6.7% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish -0.6% 126 Bullish -2.8% 64 Bullish -9.2% 30 – 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 2.8% 114 BEARish -2.6% 1 Bullish -8.8% 30 – 2 13.3% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 2.4% 43 BEARish -0.7% 1 Bullish -6.2% 30 – 2 13.3% – 10 - 12 Risk_On
SP500 (.SPx) Daily BEARish -0.5% 7 BEARish -0.3% 1 Bullish -5.5% 30 – 1 6.7% – 13 - 15 Risk_On
— — — — — — — — — — — — — — — —
CountIF(Bullish) = 3 1 5 9 60.0% Risk_Off
Screen Ranking (RS) 1 2 3 4 5 6 7 8 9 10 21-25 Sell HTD Buy
1-MAA: Long-Term (BRKB) FSPSX BRKB FSMAX FXAIX FFNOX FXNAX - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK RLY GDMA - - - - - RLY – AOA
3-QAA: Market ETF’s IEFA QQEW PRFZ FREL PRF TLT PSQ COMT - - - PRF – IEFA
4-QAA: Enhanced ETF’s EFAV QUAL SIZE LRGF VLUE USMV MTUM CMDY - - - VLUE SIZE EFAV
5-QAA: Market Eq-Wt ETF’s QQQE EWMC EWSC EUSA EQWL RSP EQAL EDOW - - - EDOW – QQQE
6-FidFolio: RoE_RevGr5 GRBK MTH BLDR PHM RYI JBL ARCB X SMCI LEN - – LEN MTH
6-FidFolio: (11 thru 20) DHI HIBB CIVI PBF ROCC BCC ABBV MEDP ABC PDCE na CCRN AMN –
Performance Report Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 6 1 44% 40 0 0 6% -5% -6% 15%
2-MAA: RS (3,6,9,12) 2 3 2 17% 10 0 0 -4% -5% -6% 15%
3-QAA: RS (3,4,5,6) 3 4 2 5% 8 1 0 -6% -10% -25% 26%
4-QAA: RS (3,4,5,6) 3 4 3 8% 8 0 1 -3% -10% -25% 26%
5-QAA: RS (3,4,5,6) 3 4 2 8% 13 1 0 -3% -1% -5% 12%
6-FidFolio: RS (3,4,5,6) 15 20 15 13% 13 6 6 -5% 0% 0% 14%
FCash (available) = 2 – 2 75% – – – – 0% 0% 0%
My Screens = 27 – 24 25% – 8 7 – -0.8% -1.2% 6.5%
Fixed Income (ladder) = 20 – 19 122% – – – – 1.3% -3.4% 1.8%
My Portfolio Totals = 49 – 45 57% – – – – 0.2% -3.0% 5.2%
BenchMark (60/40)** = 7 – – – – – – – 2.0% -6.9% 10.1%
3 Likes
12
(TP,210d): Rev Mar-2023: SELLlF: Negative 1 week(5d), BuyIF: Positive 1 week(5d) Latest version
(TP,50d): Rev Aug-2020: SELLlF: Negative 2 week(10d), BuyIF: Positive 1 week(5d) example Previous MAC(10m) version
Market Trends (A) PO’s PO’s SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, March 24, 2023 Status: Inter Change Status: TP,210 Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily BEARish -6.7% 8 BEARish -5.2% 8 Bullish -10.4% 34 – 1 6.7% – 0 - 3 Risk_Off
SP400 (MDY) Daily BEARish -3.0% 2 Bullish -2.8% 71 Bullish -9.8% 35 – 2 13.3% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 0.8% 121 BEARish -3.2% 8 Bullish -9.1% 35 – 2 13.3% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 1.8% 50 BEARish -0.6% 8 Bullish -4.5% 35 – 2 13.3% – 10 - 12 Risk_On
SP500 (.SPx) Daily BEARish -0.5% 14 Bullish 0.3% 0 Bullish -3.7% 35 – 2 13.3% – 13 - 15 Risk_On
— — — — — — — — — — — — — — — —
CountIF(Bullish) = 2 2 5 9 60.0% Risk_Off
Screen Ranking (RS) 1 2 3 4 5 6 7 8 9 10 21-25 Sell HTD Buy
1-MAA: Long-Term (BRKB) FSPSX BRKB FXAIX FSMAX FFNOX FXNAX - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK RLY GDMA - - - - - RLY – AOA
3-QAA: Market ETF’s IEFA QQEW PRFZ TLT FREL PRF PSQ COMT - - - PRF – IEFA
4-QAA: Enhanced ETF’s QUAL EFAV LRGF SIZE VLUE USMV MTUM CMDY - - - VLUE SIZE QUAL
5-QAA: Market Eq-Wt ETF’s QQQE EWMC EQWL EWSC EUSA RSP EDOW EQAL - - - EDOW – QQQE
6-FidFolio: RoE_RevGr5 GRBK BLDR MTH PHM ARCB SMCI JBL RYI LEN X - – – GRBK
6-FidFolio: (11 thru 20) DHI CIVI PBF HIBB ROCC ABBV BCC PDCE ABC CHRD na AMN CHRD –
Performance Report Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 6 1 43% 41 0 0 5% -3% -11% 16%
2-MAA: RS (3,6,9,12) 2 3 2 17% 11 0 0 -3% -3% -11% 16%
3-QAA: RS (3,4,5,6) 3 4 2 5% 9 1 0 -5% -9% -30% 30%
4-QAA: RS (3,4,5,6) 3 4 3 8% 9 0 1 -2% -9% -30% 30%
5-QAA: RS (3,4,5,6) 3 4 2 8% 14 1 0 -3% -1% -4% 13%
6-FidFolio: RS (3,4,5,6) 15 20 15 14% 14 0 0 -2% 3% 1% 14%
FCash (available) – – 2 74% – – – – 0% 0% 0%
My Screens = 27 – 25 26% – 2 1 – -0.5% -1.6% 7.3%
Fixed Income (ladder) = 20 – 20 131% – – – – 2.1% -2.1% 2.9%
My Portfolio Totals = 47 – 47 60% – – – – 0.7% -2.8% 6.0%
BenchMark (60/40)** = 7 – – – – – – – 3.2% -6.4% 11.1%
3 Likes
13
Market Trends (A) PO’s(6m) PO’s SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, March 31, 2023 Status: Inter Change Status: TP,210 Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily BEARish -1.87 11 BEARish -1.2% 15 Bullish -10.6% 39 – 1 6.7% – 0 - 3 Risk_Off
SP400 (MDY) Daily BEARish -4.11 9 BEARish 1.9% 3 Bullish -8.2% 39 – 1 6.7% – 4 - 6 Risk_Off
SP500EW (RSP) Daily BEARish -1.74 14 BEARish 1.5% 15 Bullish -7.1% 39 – 1 6.7% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily BEARish 0.06 9 BEARish 3.2% 15 Bullish -3.2% 39 – 1 6.7% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 13.83 1 Bullish 3.9% 7 Bullish -2.0% 39 – 3 20.0% – 13 - 15 Risk_On
— — — — — — — — — — — — — — — —
CountIF(Bullish) = 1 1 5 7 46.7% Risk_Off
Screen Ranking (RS) 1 2 3 4 5 6 7 8 9 10 21-25 Sell HTD Buy
1-MAA: Long-Term (BRKB) FSPSX FXAIX BRKB FFNOX FSMAX FXNAX - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM RLY AOK GDMA - - - - - RLY – AOA
3-QAA: Market ETF’s IEFA QQEW PRFZ TLT PRF FREL PSQ COMT - - - PRF – IEFA
4-QAA: Enhanced ETF’s EFAV QUAL LRGF SIZE VLUE USMV MTUM CMDY - - - VLUE SIZE EFAV
5-QAA: Market Eq-Wt ETF’s QQQE EWMC EQWL EUSA EDOW RSP EQAL - - - - EDOW – QQQE
6-FidFolio: RoE_RevGr5 GRBK MTH PHM JBL ARCB LEN DHI JXN X CIVI - – R GRBK
6-FidFolio: (11 thru 20) R PBF EGLE AMR ROCC HIBB ABC NRG BCC VIR na DVAX DINO –
Performance Report Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 6 1 45% 42 0 0 7% 0% -3% 13%
2-MAA: RS (3,6,9,12) 2 3 2 17% 12 0 0 0% 0% -3% 13%
3-QAA: RS (3,4,5,6) 3 4 2 5% 10 1 0 -1% -5% -22% 22%
4-QAA: RS (3,4,5,6) 3 4 3 8% 10 0 0 2% -5% -22% 22%
5-QAA: RS (3,4,5,6) 3 4 2 8% 15 1 0 1% -1% -4% 9%
6-FidFolio: RS (3,4,5,6) 15 20 14 13% 7 10 6 2% 6% 4% 13%
FCash (available) – – 2 73% – – – – 0% 0% 0%
My Screens = 27 – 24 27% – 12 6 – 0.0% -0.8% 5.6%
Fixed Income (ladder) = 20 – 20 130% – – – – 1.9% -2.2% 2.0%
My Portfolio Totals = 47 – 46 60% – – – – 0.9% -2.3% 4.7%
BenchMark (60/40)** = 7 – – – – – – – 5.2% -6.4% 10.3%
2 Likes
14
Market Trends (A) PO’s(6m) APO SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Thursday, April 6, 2023 Status: (25,125) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily BEARish -2.14 17 BEARish -3.3% 21 Bullish -10.0% 43 – 1 6.7% – 0 - 3 Risk_Off
SP400 (MDY) Daily BEARish -4.52 15 Bullish -0.3% 2 Bullish -7.7% 43 – 2 13.3% – 4 - 6 Risk_Off
SP500EW (RSP) Daily BEARish -1.43 20 Bullish 0.7% 1 Bullish -6.7% 43 – 2 13.3% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 0.46 3 Bullish 2.9% 2 Bullish -2.7% 43 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 37.16 7 Bullish 4.0% 13 Bullish -1.5% 43 – 3 20.0% – 13 - 15 Risk_On
— — — — — — — — — — — — — — — —
CountIF(Bullish) = 2 4 5 11 73.3% Risk_On
Screen Ranking (RS) 1 2 3 4 5 6 7 8 9 10 21-25 Sell HTD Buy
1-MAA: Long-Term (BRKB) FSPSX FXAIX BRKB FFNOX FSMAX FXNAX - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK RLY GDMA - - - - - RLY – AOA
3-QAA: Market ETF’s QQEW IEFA TLT PRFZ PRF FREL COMT PSQ - - - PRF – QQEW
4-QAA: Enhanced ETF’s EFAV QUAL LRGF SIZE USMV VLUE MTUM CMDY - - - VLUE SIZE EFAV
5-QAA: Market Eq-Wt ETF’s QQQE EQWL EWMC EUSA EDOW RSP EQAL - - - - EDOW – QQQE
6-FidFolio: RoE_RevGr5 GRBK MTH PHM ARCB JBL LEN DHI CIVI JXN PBF - – – –
6-FidFolio: (11 thru 25) X R AMR ROCC ABC HIBB EGLE NRG ESTE VIR na – – –
Performance Report Alloc# HTD# Held# Vested HeldW Sold# Bot# %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS (3,6,9,12) 1 6 1 34% 42 3 0 14% 1% 0% 15%
2-MAA: RS (3,6,9,12) 2 3 2 17% 13 0 0 0% 1% 0% 15%
3-QAA: RS (3,4,5,6) 3 4 2 5% 11 1 0 -1% -4% -22% 25%
4-QAA: RS (3,4,5,6) 3 4 3 8% 11 0 0 1% -4% -22% 25%
5-QAA: RS (3,4,5,6) 3 4 2 8% 16 1 0 2% 0% -2% 11%
6-FidFolio: RS (3,4,5,6) 15 25 14 13% 8 10 6 2% 7% 6% 14%
FCash (available) – – 2 75% – – – – 0% 0% 0%
My Screens = 27 – 26 25% – 15 6 – 0.2% -0.5% 6.3%
Fixed Income (ladder) = 20 – 20 130% – – – – 2.6% -0.8% 2.1%
My Portfolio Totals = 47 – 46 59% – – – – 1.3% -1.6% 5.1%
BenchMark (60/40)** = 7 – – – – – – – 5.4% -4.8% 9.8%
2 Likes