Trends and Ranks for 2023Q3

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
Friday, July 7, 2023 Status: (30,120) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily Bullish 0.53 4 Bullish 1.8% 24 BEARish -5.0% 106 – 2 13.3% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 7.34 23 Bullish 5.0% 29 BEARish -2.2% 107 – 2 13.3% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 1.73 21 Bullish 4.1% 29 BEARish -2.1% 107 – 2 13.3% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 3.59 99 Bullish 9.5% 94 Bullish NEW 3 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 174.11 158 Bullish 10.1% 105 Bullish NEW 5 – 3 20.0% – 13 - 15 Risk_On
— — — — — — — — — — — — — — — —
CountIF(Bullish) = 5 5 2 12 80.0% 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) 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 USRT TLT COMT PSQ - - - - – – ONEQ
4-QAA: Enhanced ETF’s QUAL LRGF SIZE USMV EFAV MTUM VLUE CMDY - - - - EFAV QUAL LRGF
5-QAA: Equal-Wt’d ETF’s QQQE EQWL EUSA EWMC EDOW RSP EQAL - - - - - EDOW – QQQE
6-FidFolio: RoE_TD/E_GMI SMCI SWAV BCC MLI CHRD VRTX UFPI EXPD CRC LSTR PAYC WIRE – – –
6-FidFolio: (13 thru 24) CTSH CSCO CHK PAYX ODFL CVCO SKY LBRT AMR 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 36% 56 0 0 25% 6% 17% 11%
2-MAA: RS (3,6,9,12) 3 4 1 11% 22 0 0 0% 6% 17% 11%
3-QAA: RS (3,4,5,6) 3 4 2 7% 24 0 0 0% -3% -11% 15%
4-QAA: RS (3,4,5,6) 3 4 2 7% 15 1 1 2% -3% -11% 15%
5-QAA: RS (3,4,5,6) 3 4 2 8% 29 0 0 1% 2% 5% 6%
6-FidFolio: RS (3,4,5,6) 20 25 12 15% 8 0 3 0% 8% 18% 9%
FCash (available) – – 2 68% – – – – 0% 0% 0%
My Screens = 33 – 22 32% – 1 4 – 0.9% 1.8% 3.6%
Fixed Income (ladder) = 20 – 21 152% – – – – 1.2% 0.1% 0.7%
My Portfolio Totals = 53 – 43 67% – – – – 1.6% 1.4% 2.7%
BenchMark (60/40)** = 7 – – – – – – – 7.5% 8.6% 6.2%
2 Likes
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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
Friday, July 14, 2023 Status: (30,120) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily Bullish 1.27 11 Bullish 4.8% 31 BEARish -1.9% 111 – 2 13.3% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 11.28 30 Bullish 7.8% 36 Bullish NEW 1 – 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 2.71 28 Bullish 6.4% 36 Bullish NEW 1 – 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 3.98 106 Bullish 11.9% 101 Bullish NEW 0 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 187.93 165 Bullish 12.2% 112 Bullish NEW 0 – 3 20.0% – 13 - 15 Risk_On
— — — — — — — — — — — — — — — —
CountIF(Bullish) = 5 5 4 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 PRFZ IEFA USRT TLT COMT PSQ - - - - – IEFA ONEQ
4-QAA: Enhanced ETF’s QUAL LRGF SIZE USMV EFAV MTUM VLUE CMDY - - - - EFAV – LRGF
5-QAA: Equal-Wt’d ETF’s QQQE EQWL EUSA EWMC EDOW RSP EQAL - - - - - EDOW – QQQE
6-FidFolio: RoE_TD/E_FH SMCI CPRT AMAT GGG SWAV WSO EXPD WST EW VRTX ABNB TER – – –
6-FidFolio: (13 thru 24) CTSH ALB ODFL NUE CTRA AGCO EOG PSX REGN DINO STLD CF – – –
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% 57 0 0 26% 7% 19% 11%
2-MAA: RS (3,6,9,12) 3 4 1 11% 23 0 0 2% 7% 19% 11%
3-QAA: RS (3,4,5,6) 3 4 2 7% 25 0 0 3% 0% -4% 16%
4-QAA: RS (3,4,5,6) 3 4 2 7% 16 1 0 5% 0% -4% 16%
5-QAA: RS (3,4,5,6) 3 4 2 8% 30 0 0 3% 3% 7% 7%
6-FidFolio: RS (3,4,5,6) 20 25 12 20% 2 10 10 1% 12% 22% 9%
FCash (available) – – 2 67% – – – – 0% 0% 0%
My Screens = 33 – 22 33% – 11 10 – 1.3% 2.4% 3.8%
Fixed Income (ladder) = 20 – 21 151% – – – – 2.1% 1.0% 1.0%
My Portfolio Totals = 53 – 43 67% – – – – 2.2% 2.1% 2.9%
BenchMark (60/40)** = 7 – – – – – – – 9.9% 11.5% 7.2%
1 Like
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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
Friday, July 21, 2023 Status: (30,120) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily Bullish 2.17 18 Bullish 6.6% 38 Bullish NEW 1 – 3 20.0% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 15.01 37 Bullish 8.9% 43 Bullish NEW 1 – 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 3.65 35 Bullish 7.5% 43 Bullish NEW 0 – 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 4.48 113 Bullish 12.4% 108 Bullish NEW 1 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 207.34 172 Bullish 12.6% 119 Bullish NEW 1 – 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) 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 PRFZ IEFA USRT TLT COMT PSQ - - - - – IEFA ONEQ
4-QAA: Enhanced ETF’s QUAL LRGF SIZE USMV MTUM VLUE EFAV CMDY - - - - EFAV – LRGF
5-QAA: Equal-Wt’d ETF’s QQQE EQWL EUSA EWMC RSP EDOW EQAL - - - - - EDOW – QQQE
6-FidFolio: RoE_TD/E_FH SMCI AMAT CPRT GGG WSO SWAV ABNB TER EXPD EW WST CTSH – – –
6-FidFolio: (13 thru 24) ODFL VRTX ALB NUE AGCO CTRA EOG DINO PSX CF STLD REGN – – –
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% 58 0 0 27% 8% 17% 14%
2-MAA: RS (3,6,9,12) 3 4 1 11% 24 0 0 3% 8% 17% 14%
3-QAA: RS (3,4,5,6) 3 4 2 7% 26 0 0 4% 1% -7% 24%
4-QAA: RS (3,4,5,6) 3 4 2 7% 17 0 0 6% 1% -7% 24%
5-QAA: RS (3,4,5,6) 3 4 2 8% 31 0 0 5% 3% 5% 9%
6-FidFolio: RS (3,4,5,6) 20 25 12 20% 3 10 10 2% 13% 23% 13%
FCash (available) – – 2 70% – – – – 0% 0% 0%
My Screens = 33 – 22 30% – 10 10 – 1.4% 2.2% 5.4%
Fixed Income (ladder) = 20 – 20 141% – – – – 2.2% 1.0% 1.8%
My Portfolio Totals = 53 – 42 63% – – – – 2.4% 2.0% 4.3%
BenchMark (60/40)** = 7 – – – – – – – 10.3% 9.3% 6.5%
1 Like
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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
Friday, July 28, 2023 Status: (30,120) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily Bullish 2.81 25 Bullish 7.2% 45 Bullish NEW 1 – 3 20.0% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 17.20 44 Bullish 8.6% 50 Bullish NEW 1 – 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 4.36 42 Bullish 7.3% 50 Bullish NEW 1 – 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 4.78 120 Bullish 12.7% 115 Bullish NEW 1 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 219.34 179 Bullish 12.9% 126 Bullish NEW 1 – 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) 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 PRFZ PRF USRT IEFA COMT TLT PSQ - - - - – IEFA ONEQ
4-QAA: Enhanced ETF’s QUAL LRGF SIZE VLUE MTUM USMV EFAV CMDY - - - - EFAV – LRGF
5-QAA: Equal-Wt’d ETF’s QQQE EUSA EWMC EQWL RSP EDOW EQAL - - - - - EDOW – EUSA
6-FidFolio: RoE_TD/E_FH SMCI AMAT CPRT ABNB GGG WSO ODFL SWAV TER EXPD VRTX NUE – – –
6-FidFolio: (13 thru 24) WST CTSH ALB EW AGCO CTRA EOG DINO PSX CF STLD REGN – – –
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% 59 0 0 28% 9% 16% 10%
2-MAA: RS (3,6,9,12) 3 4 1 11% 25 0 0 3% 9% 16% 10%
3-QAA: RS (3,4,5,6) 3 4 2 7% 27 0 0 5% 2% -9% 15%
4-QAA: RS (3,4,5,6) 3 4 2 7% 18 0 0 7% 2% -9% 15%
5-QAA: RS (3,4,5,6) 3 4 2 8% 32 0 0 6% 3% 5% 6%
6-FidFolio: RS (3,4,5,6) 20 25 12 20% 4 10 10 4% 14% 24% 9%
FCash (available) – – 2 70% – – – – 0% 0% 0%
My Screens = 33 – 22 30% – 10 10 – 1.6% 2.1% 3.5%
Fixed Income (ladder) = 20 – 20 142% – – – – 2.0% 0.5% 0.8%
My Portfolio Totals = 53 – 42 64% – – – – 2.4% 1.7% 2.5%
BenchMark (60/40)** = 7 – – – – – – – 10.9% 8.2% 6.8%
1 Like
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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
Friday, August 4, 2023 Status: (30,120) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily Bullish 3.20 32 Bullish 6.0% 52 Bullish NEW 3 – 3 20.0% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 17.78 51 Bullish 7.1% 57 Bullish -0.3% 6 – 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 4.42 49 Bullish 5.1% 57 Bullish -0.4% 6 – 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 4.73 127 Bullish 10.3% 122 Bullish -0.2% 6 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 215.06 186 Bullish 10.4% 133 Bullish -0.3% 6 – 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) FXAIX BRKB FSPSX FFNOX FSMAX FXNAX - - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK IYLD RLY SH - - - - - – – AOM
3-QAA: Market ETF’s ONEQ PRFZ PRF USRT IEFA CMDY TLT PSQ - - - - IEFA – ONEQ
4-QAA: Enhanced ETF’s QUAL LRGF SIZE VLUE MTUM USMV COMT EFAV - - - - EFAV – LRGF
5-QAA: Equal-Wt’d ETF’s QQQE EWMC EUSA EQWL RSP EQAL EDOW - - - - - EDOW EUSA QQQE
6-FidFolio: RoE_TD/E_FH SMCI AMAT ABNB ODFL CPRT WSO TER GGG NUE EXPD SWAV VRTX – – –
6-FidFolio: (13 thru 24) CTSH WST EOG DINO AGCO CF ALB CTRA EW PSX STLD REGN – – –
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% 60 0 0 30% 9% 16% 10%
2-MAA: RS (3,6,9,12) 3 4 2 22% 26 0 0 1% 9% 16% 10%
3-QAA: RS (3,4,5,6) 3 4 2 7% 28 0 0 3% -1% -11% 14%
4-QAA: RS (3,4,5,6) 3 4 2 7% 19 0 0 4% -1% -11% 14%
5-QAA: RS (3,4,5,6) 3 4 3 12% 17 0 1 3% 3% 5% 6%
6-FidFolio: RS (3,4,5,6) 20 25 12 20% 5 10 10 2% 13% 22% 9%
FCash (available) – – 2 67% – – – – 0% 0% 0%
My Screens = 33 – 24 33% – 10 11 – 1.5% 2.1% 3.4%
Fixed Income (ladder) = 20 – 20 139% – – – – 1.8% -1.0% 0.7%
My Portfolio Totals = 53 – 44 64% – – – – 2.2% 1.0% 2.4%
BenchMark (60/40)** = 7 – – – – – – – 9.3% 4.2% 6.1%
2 Likes
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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
Friday, August 11, 2023 Status: (30,120) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily Bullish 3.12 39 Bullish 4.2% 59 Bullish -1.1% 8 – 3 20.0% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 16.79 58 Bullish 5.6% 64 Bullish -1.4% 10 – 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 4.09 56 Bullish 4.3% 64 Bullish -1.7% 10 – 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 4.37 134 Bullish 8.8% 129 Bullish -1.8% 10 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 198.06 193 Bullish 9.0% 140 Bullish -1.7% 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) BRKB FXAIX FSPSX FSMAX FFNOX FXNAX - - - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK IYLD RLY SH - - - - - – AOA AOM
3-QAA: Market ETF’s ONEQ PRFZ PRF USRT IEFA CMDY TLT PSQ - - - - – – ONEQ
4-QAA: Enhanced ETF’s QUAL LRGF SIZE VLUE COMT MTUM USMV EFAV - - - - – – LRGF
5-QAA: Equal-Wt’d ETF’s QQQE EWMC EUSA EQWL RSP EQAL EDOW - - - - - EDOW EUSA QQQE
6-FidFolio: RoE_TD/E_FH SMCI AMAT ABNB ODFL CPRT WSO NUE CTSH DINO GGG TER EXPD – – –
6-FidFolio: (13 thru 24) EOG WST VRTX CF PSX SWAV CTRA AGCO ALB EW STLD REGN – – –
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% 61 0 0 31% 10% 16% 10%
2-MAA: RS (3,6,9,12) 3 4 2 22% 14 0 1 0% 10% 16% 10%
3-QAA: RS (3,4,5,6) 3 4 1 4% 27 1 0 3% -1% -14% 13%
4-QAA: RS (3,4,5,6) 3 4 1 4% 9 1 0 5% -1% -14% 13%
5-QAA: RS (3,4,5,6) 3 4 3 12% 18 0 1 3% 3% 4% 6%
6-FidFolio: RS (3,4,5,6) 20 25 12 20% 6 0 0 -2% 7% 18% 8%
FCash (available) – – 2 68% – – – – 0% 0% 0%
My Screens = 33 – 22 32% – 2 2 – 1.5% 1.9% 3.2%
Fixed Income (ladder) = 20 – 20 141% – – – – 2.2% -0.7% 0.6%
My Portfolio Totals = 53 – 42 64% – – – – 2.4% 1.1% 2.2%
BenchMark (60/40)** = 7 – – – – – – – 8.8% 3.0% 5.5%
1 Like
7

Rev Aug-2023 Price Oscillator - Difference between two EMA’s of a security’s price / security’s price

Market Trends (A) PO’s(6m) PPO SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, August 18, 2023 Status: (30,120) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily Bullish 2.4% 47 Bullish 0.2% 67 Bullish -3.4% 12 – 3 20.0% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 2.8% 66 Bullish 1.8% 72 Bullish -2.7% 15 – 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 2.1% 64 Bullish 1.1% 72 Bullish -2.9% 15 – 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 3.8% 142 Bullish 5.8% 137 Bullish -2.7% 15 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 3.8% 201 Bullish 6.1% 148 Bullish -2.5% 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 Sell HTD Buy
1-MAA: Long-Term (BRKB) BRKB FXAIX FSPSX FSMAX FFNOX FXNAX - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK IYLD RLY SH - - - – AOA AOM
3-QAA: Market ETF’s ONEQ PRFZ PRF USRT CMDY IEFA TLT PSQ - - – – ONEQ
4-QAA: Enhanced ETF’s QUAL LRGF SIZE COMT VLUE MTUM USMV EFAV - - – LRGF SIZE
5-QAA: Equal-Wt’d ETF’s QQQE EWMC EUSA EQWL RSP EQAL EDOW - - - EDOW EUSA EWMC
6-FidFolio: RoE_FH SMCI OC ODFL ON LRCX AMAT RS NUE WLK CTSH – – –
6-FidFolio: (11 thru 20) EOG EXPD PSX CF CTRA TER VRTX SWAV STLD EW – – –
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% 62 0 0 30% 8% 12% 9%
2-MAA: RS (3,6,9,12) 3 4 2 22% 15 0 1 -2% 8% 12% 9%
3-QAA: RS (3,4,5,6) 3 4 1 3% 28 1 0 0% -2% -16% 13%
4-QAA: RS (3,4,5,6) 3 4 2 8% 5 1 1 2% -2% -16% 13%
5-QAA: RS (3,4,5,6) 3 4 4 16% 13 0 2 0% 2% 3% 6%
6-FidFolio: RS (3,4,5,6) 20 30 10 16% 8 2 0 -5% 6% 16% 7%
FCash (available) – – 2 67% – – – – 0% 0% 0%
My Screens = 33 – 22 33% – 4 4 – 1.1% 1.4% 3.1%
Fixed Income (ladder) = 20 – 20 142% – – – – 1.8% -0.6% 0.6%
My Portfolio Totals = 53 – 42 64% – – – – 2.0% 0.2% 2.0%
BenchMark (60/40)** = 7 – – – – – – – 7.1% 0.8% 4.8%
1 Like
8
Market Trends (A) PO’s(6m) PPO SinceD MAC(10m) MAC SinceD DBE(99d,5m) %Off SinceMD – CountIF %Bullish – CountIF Risk
Friday, August 25, 2023 Status: (30,120) Change Status: (TP,210) Change Status: Hi(99) NewHi – Bullish Eq-Wt – Bullish Gauges
SP600 (IJR) Daily Bullish 1.6% 53 Bullish -0.1% 73 Bullish -5.2% 17 – 3 20.0% – 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 2.1% 72 Bullish 1.7% 78 Bullish -4.7% 20 – 3 20.0% – 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 1.5% 70 Bullish 0.9% 78 Bullish -4.5% 20 – 3 20.0% – 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 3.2% 148 Bullish 6.1% 143 Bullish -3.5% 20 – 3 20.0% – 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 3.2% 207 Bullish 6.4% 154 Bullish -3.2% 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 Sell HTD Buy
1-MAA: Long-Term (BRKB) BRKB FXAIX FSMAX FSPSX FFNOX FXNAX - - - - – BRKB –
2-MAA: Multi-Asset ETF’s AOA AOR AOM AOK IYLD RLY SH - - - – AOA –
3-QAA: Market ETF’s PRFZ PRF VT CMDY USRT IEFA TLT PSQ - - – – PRFZ
4-QAA: Enhanced ETF’s QUAL LRGF SIZE COMT VLUE MTUM USMV EFAV - - – LRGF SIZE
5-QAA: Equal-Wt’d ETF’s EWMC QQQE EUSA EQWL RSP EQAL EDOW - - - EDOW EUSA EWMC
6-FidFolio: RoE_FH SMCI OC ODFL LRCX ON AMAT WLK NUE RS PSX – – –
6-FidFolio: (11 thru 20) CTSH EOG CF CTRA TER VRTX EXPD STLD REGN SWAV – – –
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% 63 0 0 30% 9% 14% 9%
2-MAA: RS (3,6,9,12) 3 4 3 26% 16 0 1 -1% 9% 14% 9%
3-QAA: RS (3,4,5,6) 3 4 1 3% 29 1 0 0% -1% -13% 12%
4-QAA: RS (3,4,5,6) 3 4 2 8% 6 1 1 3% -1% -13% 12%
5-QAA: RS (3,4,5,6) 3 4 4 16% 14 0 2 0% 2% 4% 5%
6-FidFolio: RS (3,4,5,6) 20 30 10 16% 9 2 0 -4% 7% 17% 7%
FCash (available) – – 2 67% – – – – 0% 0% 0%
My Screens = 33 – 23 33% – 4 4 – 1.3% 1.7% 3.0%
Fixed Income (ladder) = 20 – 20 142% – – – – 2.0% -0.7% 0.6%
My Portfolio Totals = 53 – 43 65% – – – – 2.1% 0.3% 2.0%
BenchMark (60/40)** = 7 – – – – – – – 7.7% 3.7% 4.7%

GD_

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