Trends and Ranks for 2023Q1

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
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
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
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
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%
2 Likes