| 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% |