Trends and Ranks for 2023Q2

Investing Strategies Foolish Workshop
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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 18 BEARish -3.3% 22 Bullish -10.0% 43 – 1 6.7% – 0 - 3 Risk_Off
SP400 (MDY) Daily BEARish -4.52 16 Bullish -0.3% 3 Bullish -7.7% 43 – 2 13.3% – 4 - 6 Risk_Off
SP500EW (RSP) Daily BEARish -1.43 21 Bullish 0.7% 2 Bullish -6.7% 43 – 2 13.3% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 0.46 4 Bullish 2.9% 3 Bullish -2.7% 43 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 37.16 8 Bullish 4.0% 14 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% 43 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%
4 Likes
2
Market Trends (A) PO’s(6m) APO SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, April 14, 2023 Status: (25,125) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily BEARish -2.14 25 BEARish -1.7% 29 Bullish -10.6% 48 – 1 6.7% – 0 - 3 Risk_Off
SP400 (MDY) Daily BEARish -3.59 23 Bullish 1.7% 10 Bullish -7.9% 49 – 2 13.3% – 4 - 6 Risk_Off
SP500EW (RSP) Daily BEARish -0.84 28 Bullish 2.0% 9 Bullish -6.2% 49 – 2 13.3% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 0.88 11 Bullish 4.1% 10 Bullish -2.1% 49 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 59.39 15 Bullish 5.0% 21 Bullish -0.8% 49 – 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 FXNAX FSMAX - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK RLY GDMA - - - - - RLY – AOA
3-QAA: Market ETF’s ONEQ IEFA TLT PRFZ PRF USRT COMT PSQ - - - PRF – ONEQ
4-QAA: Enhanced ETF’s EFAV QUAL LRGF USMV SIZE VLUE MTUM CMDY - - - VLUE – EFAV
5-QAA: Equal-Weighted ETF’s QQQE EQWL EDOW EWMC EUSA RSP EQAL - - - - – – QQQE
6-FidFolio: RoE_RevGr5 GRBK MTH PHM ARCB JBL LEN CIVI DHI PBF X - – – –
6-FidFolio: (11 thru 25) R AMR JXN ROCC ABC NRG HIBB ESTE EGLE BCC 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 35% 44 3 0 17% 3% -2% 13%
2-MAA: RS (3,6,9,12) 2 3 2 18% 14 0 0 1% 3% -2% 13%
3-QAA: RS (3,4,5,6) 3 4 2 6% 12 0 0 1% -3% -29% 22%
4-QAA: RS (3,4,5,6) 3 4 2 6% 14 1 0 4% -3% -29% 22%
5-QAA: RS (3,4,5,6) 3 4 2 8% 17 0 0 3% 0% -2% 8%
6-FidFolio: RS (3,4,5,6) 15 25 14 14% 9 10 6 5% 9% 7% 13%
FCash (available) – – 2 75% – – – – 0% 0% 0%
My Screens = 27 – 25 25% – 14 6 – 0.4% -0.7% 5.3%
Fixed Income (ladder) = 20 – 20 131% – – – – 2.3% -0.2% 1.8%
My Portfolio Totals = 47 – 45 59% – – – – 1.3% -1.5% 4.4%
BenchMark (60/40)** = 7 – – – – – – – 5.7% -2.6% 8.2%
2 Likes
3
Market Trends (A) PO’s(6m) APO SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, April 21, 2023 Status: (25,125) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily BEARish -2.14 32 BEARish -2.4% 36 Bullish -11.0% 53 – 1 6.7% – 0 - 3 Risk_Off
SP400 (MDY) Daily BEARish -2.35 30 Bullish 1.4% 17 Bullish -7.8% 54 – 2 13.3% – 4 - 6 Risk_Off
SP500EW (RSP) Daily BEARish -0.29 35 Bullish 1.7% 16 Bullish -6.1% 54 – 2 13.3% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 1.26 21 Bullish 3.7% 17 Bullish -1.9% 54 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 77.46 23 Bullish 4.5% 28 Bullish -0.6% 54 – 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 BRKB FXAIX FFNOX FXNAX FSMAX - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK RLY GDMA - - - - - RLY – AOA
3-QAA: Market ETF’s ONEQ IEFA TLT PRFZ PRF COMT USRT PSQ - - - PRF – ONEQ
4-QAA: Enhanced ETF’s EFAV QUAL LRGF USMV SIZE VLUE MTUM CMDY - - - VLUE – EFAV
5-QAA: Equal-Wt’d ETF’s QQQE EQWL EDOW EUSA EWMC RSP EQAL - - - - – – QQQE
6-FidFolio: RoE_RevGr5 GRBK MTH PHM ARCB JBL LEN CIVI DHI AMR ROCC - – – –
6-FidFolio: (11 thru 25) PBF ABC R X JXN ESTE NRG HIBB EGLE DVAX 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 35% 45 3 0 19% 3% 0% 13%
2-MAA: RS (3,6,9,12) 2 3 2 17% 15 0 0 0% 3% 0% 13%
3-QAA: RS (3,4,5,6) 3 4 2 6% 13 0 0 1% -3% -28% 21%
4-QAA: RS (3,4,5,6) 3 4 2 6% 15 1 0 5% -3% -28% 21%
5-QAA: RS (3,4,5,6) 3 4 2 8% 18 0 0 2% 0% -2% 8%
6-FidFolio: RS (3,4,5,6) 15 25 14 14% 10 10 6 4% 9% 7% 12%
FCash (available) – – 2 75% – – – – 0% 0% 0%
My Screens = 27 – 25 25% – 14 6 – 0.5% -0.5% 5.0%
Fixed Income (ladder) = 20 – 20 131% – – – – 2.1% -0.5% 1.7%
My Portfolio Totals = 47 – 45 59% – – – – 1.4% -1.4% 4.0%
BenchMark (60/40)** = 7 – – – – – – – 5.6% -3.3% 9.1%
2 Likes
4
Market Trends (A) PO’s(6m) APO SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, April 28, 2023 Status: (25,125) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily BEARish -2.62 39 BEARish -3.6% 43 Bullish -11.6% 58 – 1 6.7% – 0 - 3 Risk_Off
SP400 (MDY) Daily BEARish -3.18 37 Bullish 0.8% 24 Bullish -8.2% 59 – 2 13.3% – 4 - 6 Risk_Off
SP500EW (RSP) Daily BEARish -0.38 42 Bullish 1.5% 23 Bullish -6.7% 59 – 2 13.3% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 1.26 28 Bullish 3.9% 24 Bullish -2.2% 59 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 79.85 30 Bullish 5.0% 35 Bullish -0.6% 59 – 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 BRKB FXAIX FFNOX FXNAX FSMAX - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK RLY GDMA - - - - - RLY – AOA
3-QAA: Market ETF’s ONEQ IEFA TLT PRF PRFZ COMT USRT PSQ - - - – PRF ONEQ
4-QAA: Enhanced ETF’s EFAV QUAL LRGF USMV SIZE MTUM VLUE CMDY - - - VLUE – EFAV
5-QAA: Equal-Wt’d ETF’s QQQE EQWL EDOW EUSA EWMC RSP EQAL - - - - – – QQQE
6-FidFolio: RoE_RevGr5 GRBK MTH PHM LEN CIVI ARCB JBL DHI ROCC ABC - – – –
6-FidFolio: (11 thru 25) AMR PBF NRG ESTE R JXN X DVAX VIR BCC 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 36% 46 3 0 20% 4% 4% 12%
2-MAA: RS (3,6,9,12) 2 3 2 17% 16 0 0 0% 4% 4% 12%
3-QAA: RS (3,4,5,6) 3 4 2 6% 14 0 0 1% -3% -25% 20%
4-QAA: RS (3,4,5,6) 3 4 2 6% 16 1 0 4% -3% -25% 20%
5-QAA: RS (3,4,5,6) 3 4 2 8% 19 0 0 3% 0% -3% 7%
6-FidFolio: RS (3,4,5,6) 15 25 14 13% 11 3 0 3% 8% 10% 11%
FCash (available) – – 2 75% – – – – 0% 0% 0%
My Screens = 27 – 25 25% – 7 0 – 0.5% -0.1% 4.8%
Fixed Income (ladder) = 20 – 20 132% – – – – 2.3% -0.3% 1.7%
My Portfolio Totals = 47 – 45 59% – – – – 1.6% -1.1% 3.8%
BenchMark (60/40)** = 7 – – – – – – – 6.3% 1.1% 8.1%
1 Like
5
Market Trends (A) PO’s(6m) APO SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, May 5, 2023 Status: (25,125) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily BEARish -3.03 46 BEARish -4.3% 50 Bullish -12.1% 63 – 1 6.7% – 0 - 3 Risk_Off
SP400 (MDY) Daily BEARish -4.34 44 Bullish -0.4% 31 Bullish -8.2% 64 – 2 13.3% – 4 - 6 Risk_Off
SP500EW (RSP) Daily BEARish -0.67 49 Bullish 0.1% 30 Bullish -6.3% 64 – 2 13.3% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 1.20 35 Bullish 3.1% 31 Bullish -1.8% 64 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 78.40 37 Bullish 4.0% 42 Bullish -0.2% 64 – 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 BRKB FXAIX FFNOX FXNAX FSMAX - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOK AOM RLY GDMA - - - - - RLY – AOA
3-QAA: Market ETF’s ONEQ IEFA TLT PRF PRFZ COMT USRT PSQ - - - – PRF ONEQ
4-QAA: Enhanced ETF’s EFAV QUAL LRGF USMV SIZE MTUM VLUE CMDY - - - VLUE – EFAV
5-QAA: Equal-Wt’d ETF’s QQQE EDOW EQWL EUSA RSP EWMC EQAL - - - - – – QQQE
6-FidFolio: RoE_TDE_GMI SKY SMCI MLI LSTR XOM EXPD CAH CHRD CTRA MATX - – – –
6-FidFolio: (11 thru 25) NUE AMR STLD PAYX LPX MGY BCC CHK ARCH PFE n/a – – –
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 38% 47 0 0 17% 3% 3% 12%
2-MAA: RS (3,6,9,12) 2 3 2 15% 17 1 0 0% 3% 3% 12%
3-QAA: RS (3,4,5,6) 3 4 2 6% 15 0 0 0% -4% -27% 21%
4-QAA: RS (3,4,5,6) 3 4 2 6% 17 1 0 4% -4% -27% 21%
5-QAA: RS (3,4,5,6) 3 4 2 8% 20 0 0 2% 2% 2% 8%
6-FidFolio: RS (3,4,5,6) 15 25 14 15% 1 14 14 0% 7% 10% 12%
FCash (available) – – 2 73% – – – – 0% 0% 0%
My Screens = 27 – 25 27% – 16 14 – 0.6% 0.0% 5.0%
Fixed Income (ladder) = 20 – 19 135% – – – – 2.7% -0.1% 1.7%
My Portfolio Totals = 47 – 44 61% – – – – 1.8% -0.9% 3.9%
BenchMark (60/40)** = 7 – – – – – – – 5.8% -0.9% 8.1%
1 Like
6
Market Trends (A) PO’s(6m) APO SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish
Friday, May 12, 2023 Status: (30,120) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt
SP600 (IJR) Daily BEARish -2.87 52 BEARish -5.6% 57 Bullish -13.1% 68 – 1 6.7%
SP400 (MDY) Daily BEARish -4.62 49 BEARish -1.5% 2 Bullish -9.5% 68 – 1 6.7%
SP500EW (RSP) Daily BEARish -0.85 52 Bullish -0.9% 37 Bullish -7.9% 68 – 2 13.3%
SP1500 (ITOT) Daily Bullish 1.12 43 Bullish 2.8% 38 Bullish -2.4% 68 – 3 20.0%
SP500 (.SPx) Daily Bullish 72.04 102 Bullish 3.8% 49 Bullish -1.0% 68 – 3 20.0%
— — — — — — — — — — — — —
CountIF(Bullish) = 2 3 5 10 66.7%
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 FFNOX FXNAX FSMAX - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK RLY GDMA - - - - - RLY – AOA
3-QAA: Market ETF’s ONEQ IEFA TLT PRF USRT PRFZ COMT PSQ - - - – PRF ONEQ
4-QAA: Enhanced ETF’s EFAV QUAL LRGF USMV MTUM SIZE CMDY VLUE - - - VLUE – EFAV
5-QAA: Equal-Wt’d ETF’s QQQE EDOW EQWL EUSA RSP EWMC EQAL - - - - – – QQQE
6-FidFolio: RoE_TDE_GMI SMCI SKY CAH MLI EXPD LSTR CHRD XOM CTRA MATX - – – –
6-FidFolio: (11 thru 25) LPX AMR NUE BCC PAYX STLD CHK MGY ARCH PFE n/a – – –
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 36% 48 0 0 18% 2% 6% 12%
2-MAA: RS (3,6,9,12) 2 3 2 11% 14 2 0 -1% 2% 6% 12%
3-QAA: RS (3,4,5,6) 3 4 2 6% 16 0 0 0% -5% -24% 19%
4-QAA: RS (3,4,5,6) 3 4 2 6% 19 1 0 3% -5% -24% 19%
5-QAA: RS (3,4,5,6) 3 4 2 8% 21 0 0 0% 2% 5% 8%
6-FidFolio: RS (3,4,5,6) 15 25 14 16% 2 14 14 -1% 7% 16% 11%
FCash (available) – – 2 71% – – – – 0% 0% 0%
My Screens = 27 – 25 29% – 17 14 – 0.5% 0.6% 4.6%
Fixed Income (ladder) = 20 – 20 144% – – – – 2.5% 0.5% 1.6%
My Portfolio Totals = 47 – 45 64% – – – – 1.7% -0.4% 3.7%
BenchMark (60/40)** = 7 – – – – – – – 5.4% 4.1% 7.9%
2 Likes
7
Market Trends (A) PO’s(6m) APO SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, May 19, 2023 Status: (30,120) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily BEARish -2.73 59 BEARish -3.1% 64 Bullish -11.8% 72 – 1 6.7% – 0 - 3 Risk_Off
SP400 (MDY) Daily BEARish -4.66 56 BEARish -0.2% 9 Bullish -8.7% 73 – 1 6.7% – 4 - 6 Risk_Off
SP500EW (RSP) Daily BEARish -0.96 59 BEARish 0.1% 4 Bullish -7.6% 73 – 1 6.7% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 1.29 50 Bullish 4.6% 45 Bullish -1.0% 73 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 78.21 109 Bullish 5.5% 56 Bullish NEW 0 – 3 20.0% – 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 FFNOX FXNAX FSMAX - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK RLY GDMA - - - - - RLY – AOA
3-QAA: Market ETF’s ONEQ IEFA TLT PRF USRT PRFZ COMT PSQ - - - – PRF ONEQ
4-QAA: Enhanced ETF’s EFAV QUAL LRGF USMV MTUM SIZE VLUE CMDY - - - VLUE – EFAV
5-QAA: Equal-Wt’d ETF’s QQQE EDOW EQWL EUSA RSP EWMC EQAL - - - - – – QQQE
6-FidFolio: RoE_TD/E_GMI SMCI SKY CAH MLI EXPD LSTR CHRD MATX CTRA XOM - – – –
6-FidFolio: (11 thru 25) BCC LPX AMR PAYX NUE CHK MGY STLD PFE ARCH n/a – – –
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 37% 49 0 0 21% 4% 7% 12%
2-MAA: RS (3,6,9,12) 2 3 2 11% 15 2 0 -1% 4% 7% 12%
3-QAA: RS (3,4,5,6) 3 4 2 6% 17 0 0 0% -4% -24% 18%
4-QAA: RS (3,4,5,6) 3 4 2 6% 19 0 0 3% -4% -24% 18%
5-QAA: RS (3,4,5,6) 3 4 2 8% 22 0 0 1% 2% 4% 8%
6-FidFolio: RS (3,4,5,6) 15 25 14 16% 3 14 14 -1% 7% 14% 11%
FCash (available) – – 2 71% – – – – 0% 0% 0%
My Screens = 27 – 25 29% – 16 14 – 0.6% 0.5% 4.5%
Fixed Income (ladder) = 20 – 20 144% – – – – 1.9% 0.0% 1.3%
My Portfolio Totals = 47 – 45 64% – – – – 1.5% 0.1% 3.4%
BenchMark (60/40)** = 7 – – – – – – – 5.9% 4.4% 7.6%
2 Likes
8
Market Trends (A) PO’s(6m) APO SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, May 26, 2023 Status: (30,120) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily BEARish -2.48 66 BEARish -3.5% 71 Bullish -11.3% 77 – 1 6.7% – 0 - 3 Risk_Off
SP400 (MDY) Daily BEARish -5.12 63 BEARish -1.4% 16 Bullish -9.3% 78 – 1 6.7% – 4 - 6 Risk_Off
SP500EW (RSP) Daily BEARish -1.26 66 BEARish -1.5% 11 Bullish -7.7% 78 – 1 6.7% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 1.38 57 Bullish 4.4% 52 Bullish -1.0% 78 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 80.60 116 Bullish 5.2% 63 Bullish 0.0% 5 – 3 20.0% – 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 FFNOX FXNAX FSMAX - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK RLY GDMA - - - - - RLY – AOA
3-QAA: Market ETF’s ONEQ IEFA TLT PRF USRT PRFZ COMT PSQ - - - – PRF ONEQ
4-QAA: Enhanced ETF’s EFAV QUAL LRGF USMV MTUM SIZE VLUE CMDY - - - VLUE – EFAV
5-QAA: Equal-Wt’d ETF’s QQQE EDOW EQWL EUSA RSP EWMC EQAL - - - - – – QQQE
6-FidFolio: RoE_TD/E_GMI SMCI CAH SKY MLI CHRD MATX EXPD LSTR BCC CTRA - – – –
6-FidFolio: (11 thru 25) XOM LPX AMR CHK PAYX NUE MGY PFE STLD LBRT n/a – – –
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 36% 50 0 0 17% 2% 1% 12%
2-MAA: RS (3,6,9,12) 2 3 2 11% 16 2 0 -1% 2% 1% 12%
3-QAA: RS (3,4,5,6) 3 4 2 6% 18 0 0 -1% -5% -31% 18%
4-QAA: RS (3,4,5,6) 3 4 2 6% 20 0 0 2% -5% -31% 18%
5-QAA: RS (3,4,5,6) 3 4 2 8% 23 0 0 -1% 1% 1% 7%
6-FidFolio: RS (3,4,5,6) 15 25 14 16% 4 14 14 -3% 5% 7% 10%
FCash (available) – – 2 71% – – – – 0% 0% 0%
My Screens = 27 – 25 29% – 16 14 – 0.3% -0.4% 4.4%
Fixed Income (ladder) = 20 – 20 145% – – – – 1.5% -0.7% 1.1%
My Portfolio Totals = 47 – 45 64% – – – – 1.1% -0.6% 3.3%
BenchMark (60/40)** = 7 – – – – – – – 5.6% 2.6% 6.5%
1 Like
9
Market Trends (A) PO’s(6m) APO SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, June 2, 2023 Status: (30,120) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily BEARish -2.25 73 BEARish -0.9% 78 Bullish -10.2% 82 – 1 6.7% – 0 - 3 Risk_Off
SP400 (MDY) Daily BEARish -4.96 70 BEARish 0.8% 23 Bullish -8.2% 83 – 1 6.7% – 4 - 6 Risk_Off
SP500EW (RSP) Daily BEARish -1.35 73 BEARish 0.2% 18 Bullish -7.5% 83 – 1 6.7% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 1.64 64 Bullish 6.6% 59 Bullish NEW 0 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 91.16 123 Bullish 7.2% 70 Bullish NEW 0 – 3 20.0% – 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 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) FSPSX BRKB FXAIX FFNOX FXNAX FSMAX - - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK RLY - - - - - - - – – AOA
3-QAA: Market ETF’s ONEQ IEFA TLT PRF USRT COMT PRFZ PSQ - - - - – PRF ONEQ
4-QAA: Enhanced ETF’s EFAV QUAL LRGF USMV MTUM SIZE CMDY VLUE - - - - VLUE – EFAV
5-QAA: Equal-Wt’d ETF’s QQQE EQWL EDOW EUSA RSP SH EWMC EQAL - - - - – – QQQE
6-FidFolio: RoE_TD/E_GMI SMCI SWAV VRTX MLI CHRD SKY EXPD CVCO BCC LSTR CTSH CSCO – – –
6-FidFolio: (13 thru 24) WIRE UFPI ODFL CRC CHK PAYX PAYC AMR STLD LBRT ARCH MRNA – – –
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 37% 51 0 0 19% 4% 0% 11%
2-MAA: RS (3,6,9,12) 2 3 1 8% 17 3 0 1% 4% 0% 11%
3-QAA: RS (3,4,5,6) 3 4 2 6% 19 0 0 0% -4% -34% 17%
4-QAA: RS (3,4,5,6) 3 4 2 6% 21 0 0 2% -4% -34% 17%
5-QAA: RS (3,4,5,6) 3 4 2 8% 24 0 0 2% 2% 1% 7%
6-FidFolio: RS (3,4,5,6) 12 25 9 10% 5 5 0 -3% 6% 6% 10%
FCash (available) – – 2 73% – – – – 0% 0% 0%
My Screens = 24 – 19 27% – 8 0 – 0.6% -0.5% 4.1%
Fixed Income (ladder) = 20 – 20 143% – – – – 1.9% -0.7% 1.2%
My Portfolio Totals = 44 – 39 63% – – – – 1.5% -0.7% 3.1%
BenchMark (60/40)** = 7 – – – – – – – 6.9% 2.6% 6.6%
1 Like
10
Market Trends (A) PO’s(6m) APO SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, June 9, 2023 Status: (30,120) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily BEARish -1.20 82 BEARish 1.6% 87 Bullish -7.5% 87 – 1 6.7% – 0 - 3 Risk_Off
SP400 (MDY) Daily BEARish -1.33 79 Bullish 3.1% 3 Bullish -5.8% 88 – 2 13.3% – 4 - 6 Risk_Off
SP500EW (RSP) Daily BEARish -0.71 82 Bullish 1.7% 3 Bullish -6.3% 88 – 2 13.3% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 2.13 73 Bullish 7.2% 68 Bullish NEW 0 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 110.50 132 Bullish 7.9% 79 Bullish NEW 0 – 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 11 12 Sell HTD Buy
1-MAA: Long-Term (BRKB) FSPSX BRKB FXAIX FFNOX FSMAX FXNAX - - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK IYLD RLY - - - - - - – – AOA
3-QAA: Market ETF’s ONEQ IEFA PRF TLT USRT PRFZ COMT PSQ - - - - – – ONEQ
4-QAA: Enhanced ETF’s QUAL EFAV LRGF USMV SIZE MTUM CMDY VLUE - - - - VLUE – QUAL
5-QAA: Equal-Wt’d ETF’s QQQE EQWL EDOW EUSA EWMC RSP SH EQAL - - - - – – QQQE
6-FidFolio: RoE_TD/E_GMI SMCI SWAV MLI VRTX CHRD EXPD BCC LSTR CVCO SKY CTSH WIRE – – –
6-FidFolio: (13 thru 24) CSCO CHK UFPI PAYX CRC PAYC ODFL AMR LBRT STLD ARCH MRNA – – –
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 38% 52 0 0 23% 5% 0% 10%
2-MAA: RS (3,6,9,12) 2 3 1 8% 18 2 0 1% 5% 0% 10%
3-QAA: RS (3,4,5,6) 3 4 2 6% 20 0 0 0% -5% -38% 14%
4-QAA: RS (3,4,5,6) 3 4 2 6% 22 0 0 2% -5% -38% 14%
5-QAA: RS (3,4,5,6) 3 4 2 8% 25 0 0 2% 2% 3% 6%
6-FidFolio: RS (3,4,5,6) 12 25 12 15% 4 5 3 -2% 6% 7% 9%
FCash (available) – – 2 72% – – – – 0% 0% 0%
My Screens = 24 – 22 28% – 7 3 – 0.7% -0.5% 3.5%
Fixed Income (ladder) = 20 – 20 144% – – – – 1.8% -0.6% 1.2%
My Portfolio Totals = 44 – 42 64% – – – – 1.5% -0.7% 2.8%
BenchMark (60/40)** = 7 – – – – – – – 7.0% 2.7% 5.6%
1 Like
11
Market Trends (A) PO’s(6m) APO SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, June 16, 2023 Status: (30,120) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily BEARish -0.36 87 Bullish 2.1% 3 Bullish -7.4% 92 – 2 13.3% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 2.48 2 Bullish 4.4% 8 Bullish -4.7% 93 – 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 0.37 0 Bullish 4.4% 8 Bullish -3.7% 93 – 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 2.84 78 Bullish 10.1% 73 Bullish NEW 0 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 141.51 137 Bullish 10.8% 84 Bullish NEW 0 – 3 20.0% – 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) BRKB FSPSX FXAIX FFNOX FSMAX FXNAX - - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK IYLD RLY SH - - - - - – – AOA
3-QAA: Market ETF’s ONEQ IEFA PRF PRFZ TLT USRT COMT PSQ - - - - – – ONEQ
4-QAA: Enhanced ETF’s QUAL EFAV LRGF USMV SIZE MTUM VLUE CMDY - - - - – QUAL LRGF
5-QAA: Equal-Wt’d ETF’s QQQE EQWL EDOW EUSA EWMC RSP EQAL - - - - - – – QQQE
6-FidFolio: RoE_TD/E_GMI SMCI SWAV MLI VRTX CHRD BCC EXPD LSTR CTSH UFPI SKY CVCO – – –
6-FidFolio: (13 thru 24) WIRE CSCO PAYC CRC CHK PAYX ODFL AMR LBRT STLD ARCH MRNA – – –
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 35% 53 0 0 25% 6% 7% 11%
2-MAA: RS (3,6,9,12) 3 4 1 11% 19 1 0 2% 6% 7% 11%
3-QAA: RS (3,4,5,6) 3 4 2 7% 21 0 0 2% -1% -26% 17%
4-QAA: RS (3,4,5,6) 3 4 2 7% 12 1 1 4% -1% -26% 17%
5-QAA: RS (3,4,5,6) 3 4 2 8% 26 0 0 4% 2% 8% 7%
6-FidFolio: RS (3,4,5,6) 12 25 12 15% 5 5 3 -1% 7% 14% 10%
FCash (available) – – 2 68% – – – – 0% 0% 0%
My Screens = 25 – 22 32% – 7 4 – 0.9% 0.8% 4.1%
Fixed Income (ladder) = 20 – 21 151% – – – – 2.0% -0.3% 1.1%
My Portfolio Totals = 45 – 43 67% – – – – 2.0% 0.7% 3.1%
BenchMark (60/40)** = 7 – – – – – – – 8.6% 10.3% 6.8%
1 Like
12
Market Trends (A) PO’s(6m) APO SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, June 23, 2023 Status: (30,120) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily BEARish -0.16 94 Bullish -0.8% 10 Bullish -7.7% 97 – 2 13.3% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 3.31 9 Bullish 1.8% 15 Bullish -4.9% 97 – 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 0.64 7 Bullish 1.6% 79 Bullish -3.7% 97 – 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 3.09 85 Bullish 8.0% 147 Bullish NEW 5 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 153.40 144 Bullish 9.0% 147 Bullish NEW 5 – 3 20.0% – 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) BRKB FXAIX FSPSX FFNOX FSMAX FXNAX - - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK IYLD RLY SH - - - - - – – AOA
3-QAA: Market ETF’s ONEQ IEFA PRF PRFZ TLT USRT COMT PSQ - - - - – – ONEQ
4-QAA: Enhanced ETF’s QUAL LRGF EFAV USMV SIZE MTUM VLUE CMDY - - - - – QUAL LRGF
5-QAA: Equal-Wt’d ETF’s QQQE EQWL EDOW EUSA EWMC RSP EQAL - - - - - – – QQQE
6-FidFolio: RoE_TD/E_GMI SMCI SWAV MLI VRTX BCC CHRD EXPD LSTR UFPI CTSH WIRE CRC – – –
6-FidFolio: (13 thru 24) CSCO PAYC CVCO SKY CHK PAYX AMR ODFL LBRT STLD MRNA ARCH – – –
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 35% 54 0 0 24% 5% 14% 11%
2-MAA: RS (3,6,9,12) 3 4 1 11% 20 1 0 1% 5% 14% 11%
3-QAA: RS (3,4,5,6) 3 4 2 7% 22 0 0 -1% -3% -20% 16%
4-QAA: RS (3,4,5,6) 3 4 2 7% 13 1 1 3% -3% -20% 16%
5-QAA: RS (3,4,5,6) 3 4 2 8% 27 0 0 2% 2% 6% 7%
6-FidFolio: RS (3,4,5,6) 12 25 12 15% 6 5 3 -2% 7% 16% 9%
FCash (available) – – 2 68% – – – – 0% 0% 0%
My Screens = 25 – 22 32% – 7 4 – 0.8% 1.4% 3.9%
Fixed Income (ladder) = 20 – 21 152% – – – – 1.7% -0.6% 1.0%
My Portfolio Totals = 45 – 43 67% – – – – 1.7% 0.9% 2.9%
BenchMark (60/40)** = 7 – – – – – – – 7.4% 9.9% 6.5%
1 Like
13
Market Trends (A) PO’s(6m) APO SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, June 30, 2023 Status: (30,120) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily BEARish 0.25 101 Bullish 3.4% 17 Bullish -5.2% 101 – 2 13.3% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 5.63 16 Bullish 5.9% 22 Bullish -2.4% 102 – 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 1.23 14 Bullish 4.8% 22 Bullish -2.2% 102 – 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 3.36 92 Bullish 10.5% 87 Bullish NEW 0 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 164.65 151 Bullish 11.1% 98 Bullish NEW 0 – 3 20.0% – 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) BRKB FXAIX FSPSX FFNOX FSMAX FXNAX - - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK IYLD RLY SH - - - - - – – AOA
3-QAA: Market ETF’s ONEQ PRF IEFA PRFZ TLT USRT COMT PSQ - - - - – – ONEQ
4-QAA: Enhanced ETF’s QUAL LRGF EFAV USMV SIZE MTUM VLUE CMDY - - - - – QUAL LRGF
5-QAA: Equal-Wt’d ETF’s QQQE EQWL EUSA EDOW EWMC RSP EQAL - - - - - – EDOW QQQE
6-FidFolio: RoE_TD/E_GMI SMCI SWAV MLI BCC VRTX CHRD EXPD UFPI CRC LSTR WIRE CTSH – – –
6-FidFolio: (13 thru 24) CSCO PAYC CHK CVCO SKY PAYX ODFL AMR LBRT STLD MRNA ARCH – – –
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 35% 55 0 0 24% 7% 15% 11%
2-MAA: RS (3,6,9,12) 3 4 1 11% 21 1 0 2% 7% 15% 11%
3-QAA: RS (3,4,5,6) 3 4 2 7% 23 0 0 2% -1% -15% 17%
4-QAA: RS (3,4,5,6) 3 4 2 7% 14 1 1 4% -1% -15% 17%
5-QAA: RS (3,4,5,6) 3 4 2 8% 28 0 0 3% 2% 6% 7%
6-FidFolio: RS (3,4,5,6) 20 25 12 15% 7 5 3 3% 11% 19% 10%
FCash (available) – – 2 68% – – – – 0% 0% 0%
My Screens = 33 – 22 32% – 7 4 – 1.1% 1.7% 4.1%
Fixed Income (ladder) = 20 – 21 151% – – – – 1.5% 0.2% 0.9%
My Portfolio Totals = 53 – 43 66% – – – – 1.8% 1.4% 3.0%
BenchMark (60/40)** = 7 – – – – – – – 8.9% 10.2% 7.5%
1 Like