| 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% |