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Investment Strategies / Mechanical Investing
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Author: mapg   😊 😞
Number: of 3962 
Subject: Trends and Ranks 22-Dec-2023
Date: 12/22/2023 4:48 PM
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No. of Recommendations: 7
   Market Trends     POs(24w)    PPO     SinceD  MAC(10m)     MAC     SinceD  DBE(5m)   %Off   SinceMD     CountIF  %Bullish     CountIF    Risk
22-Dec-2023 Status: (30,120) Change Status: (TPw,210) Change Status: Hi(99) NH(105) Bullish Eq-Wt Bullish Gauges
SP600 (IJR) Daily Bullish 3.1% 9 Bullish 10.8% 14 Bullish NEW 0 | 3 20.0% | 0 - 3 Risk_Off
SP400 (MDY) Daily Bullish 2.8% 14 Bullish 8.9% 22 Bullish NEW 0 | 3 20.0% | 4 - 6 Risk_Off
SP500EW (RSP) Daily Bullish 2.6% 14 Bullish 7.4% 25 Bullish -0.4% 6 | 3 20.0% | 7 - 9 Risk_Off
SP1500 (ITOT) Daily Bullish 3.6% 36 Bullish 10.3% 44 Bullish NEW 2 | 3 20.0% | 10 - 12 Risk_On
SP500 (.SPx) Daily Bullish 3.5% 38 Bullish 10.0% 45 Bullish NEW 1 | 3 20.0% | 13 - 15 Risk_On
--- --- --- --- --- --- --- --- --- --- --- --- --- ---
CountIF(Bullish) = 5 5 5 15 100.0% Risk_On


      My Rankings         AvgRS(x,x,x,x)              1      2      3      4     5      6      7     8     9     10    Sell  HTD    Buy
1-MAA: Long-Term (BRKB) 1-MAA: RS (1,3,6,12) FXAIX FSMAX FFNOX BRKB FXNAX FSPSX - - - - -- BRKB --
2-MAA: Multi-Asset ETF's 2-MAA: RS (1,3,6,12) AOA AOR AOM IYLD AOK RLY - - - - -- AOR --
3-QAA: Market ETF's 3-QAA: RS (3,4,5,6) PRF IEFA USRT PRFZ SH TLT CMDY PSQ - - -- PRF IEFA
4-QAA: Enhanced ETF's 4-QAA: RS (3,4,5,6) MTUM QUAL LRGF SIZE VLUE USMV EFAV COMT - - -- QUAL LRGF
5-QEW: Equal-Wt'd ETF's 5-QEW: RS (3,4,5,6) EDOW QQQE EQWL EUSA RSP EQAL - - - - -- EQWL --
6-FidFolio: RoE_GMI 6-FidFolio: RS (3,4,5,6) COKE QCOM KLAC MSFT GWW STLD LRCX AMAT BLDR WAT -- -- --
6-FidFolio:(11 thru 20) AMGN NVDA VRTX ETSY MPC BRKR EXPD SMCI ITW ZTS -- -- --


GD_
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Author: mapg   😊 😞
Number: of 3962 
Subject: Re: Trends and Ranks 22-Dec-2023
Date: 12/26/2023 11:33 AM
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No. of Recommendations: 4
So this is the results of my next FidFolio screen after further examining MCap.

        ROE_GMI 1500           AS OF 12/26/2023 
Criteria: (Name) Criteria: (range) Count
Security Type Common Stock 7920
Security Price No Filter
Company Headquarters Location United States of America 5830
Market Capitalization Mega, Large, Medium & Small 1391
Current Ratio (MRQ) Very high, high & Medium 662
Quick Ratio (MRQ) Very high, high & Medium 564
S&P GMI Financial Health Very high, high 161
S&P GMI Quality Very high, high 124
Return on Equity (TTM) Very high, high 63
Sector Exc. Financial & REIT 55
Industry Industry 55
Sub-Industry Sub-Industry 55


  Current SoR Profile   CountIF()    %
Sector 55 --
Information Technology 9 16%
Industrials 16 29%
Health Care 9 16%
Consumer Discretionary 2 4%
Materials 10 18%
Energy 3 5%
Communication Services 3 5%
Consumer Staples 2 4%
Financials 0 0%
REIT 0 0%
Utilities 1 2%
Market Capitalization 55 --
Mega 4 7%
Large 7 13%
Medium 17 31%
Small 27 49%
-- --
Total Count
55 100%


GD_
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