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Investment Strategies / Mechanical Investing
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Author: mapg   😊 😞
Number: of 3959 
Subject: Trends and Ranks 14-Jun-2024
Date: 06/14/2024 4:47 PM
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No. of Recommendations: 8
No change in Signal Status again but now 5 of 8 Modern Family are "not yet confirmed".

Modern Family   Symbol      Status   StatusD  Confirmed    Roles: (leading indicators that act as a guide for the stock market macro picture)
S&P 500 Index .SPX Bullish 218 Yes - major U.S. market index
Russell 1000EW EQAL Bullish 207 Not Yet - gauge the health of many Large-cap & Mid-cap companies within the U.S.
Russell 2000 IWM Bullish 207 Not Yet - gauge the health of many Small-cap & some Micro-cap companies within the U.S.
Transportation IYT BEARish 22 Yes - measure Industry & Manufacture strength - supply and demand
Retail XRT Bullish 203 Not Yet - measure strength economy and consumer confidence
Regional Banks KRE Bullish 38 Not Yet - measure the health of financial system in the U.S.
BioTech IBB Bullish 30 Not Yet - highly speculated: assesses where money is flowing
SemiConductor SMH Bullish 218 Yes - innovation: a major player technology trends
As of (LastD) 14-Jun-24 More Details: Posted end of month by mapg on the Mechanical Investing board (shrewdm.com)

    Market Trends      POs(24w)     PPO     Status     MAC(10m)      MAC     Status      DBE(5m)    %Off     Mode      CountIF  Allocation    Risk
Status (30,120) ChgD
Status (TPw,210) ChgD Status Hi(99) NH(105) Bullish Eq-Wt Gauges
SP600 (IJR) Daily Bullish 1.7% 183 | Bullish 3.8% 189 | Bullish 2.3% 21 | 3 20.0% Risk_On
SP400 (MDY) Daily Bullish 2.7% 186 | Bullish 7.1% 197 | Bullish 2.1% 54 | 3 20.0% Risk_On
SP500EW (RSP) Daily Bullish 2.2% 186 | Bullish 6.3% 198 | Bullish 2.0% 54 | 3 20.0% Risk_On
S&P Core (ITOT) Daily Bullish 3.9% 212 | Bullish 11.7% 219 | Bullish NEW 1 | 3 20.0% Risk_On
SP500 (.SPx) Daily Bullish 4.2% 213 | Bullish 12.6% 220 | Bullish NEW 1 | 3 20.0% Risk_On
As of (LastD) 14-Jun-24 --- --- 14-Jun-24 --- --- 14-Jun-24 --- --- --- --- 14-Jun-24
CountIF(Bullish) = 5 5 5 15 100.0% Risk_On

      My Rankings         Friday, June 14, 2024    1      2      3     4      5      6      7     8     9    10    Sell  HTD    Buy
1-MAA: Long-Term (BRKB) 1-MAA: RRS(1,3,6,12) FXAIX FSPSX BRKB FFNOX FSMAX FXNAX - - - - -- BRKB --
2-MAA: Multi-Asset ETF's 2-MAA: RRS(1,3,6,12) AOA AOR AOM RLY AOK IYLD - - - - -- -- AOA
3-QAA: Market ETF's 3-QAA: RRS(1,3,6,12) PRF IEFA CMDY USRT PRFZ TLT SH PSQ - - -- IEFA PRF
4-QAA: Enhanced ETF's 4-QAA: RRS(1,3,6,12) MTUM QUAL LRGF USMV SIZE EFAV COMT VLUE - - -- -- MTUM
5-QEW: Equal-Wt'd ETF's 5-QEW: RRS(1,3,6,12) EQWL QQQE RSP EUSA EQAL EDOW - - - - -- EUSA QQQE
6-FidFolio: RoE_GMI(FH) 6-5/Mo: RRS(1,3,6,12) NVDA THC DECK AMAT KLAC GOOGL VRTX UTHR OC TPR -- -- --
6-FidFolio: (11 thru 20) GWW AMGN VLO STLD AOS PODD EXPD ZTS WAT ON -- -- --


GD_
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Author: mapg   😊 😞
Number: of 3959 
Subject: Re: Trends and Ranks 14-Jun-2024
Date: 06/16/2024 11:18 AM
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No. of Recommendations: 4
Description and comparison of RRS vs Return methods applied here.
Different than using the LOG(pri) or LN(pri) like my previous methods.
Had some help and think its ok.

Example
ROC(126)= 126*SLOPE()/TREND(startpri)
RRS(252,126,63,21)= Avg(%Rank (12,6,3,1)

Symbol                  Start  Days  End   .SPX   6   RSP   QQQE   EUSA   EQAL   EDOW   EQWL

Buy/Sell Signal 2 HTD BUY HTD SELL SELL BUY

ROC(252) 257 252 508 26.3% 16.7% 20.6% 19.4% 12.2% 17.9% 21.3%
ROC(126) 383 126 508 13.0% 6.9% 3.7% 7.2% 4.8% 3.5% 8.7%
ROC(63) 446 63 508 4.3% -0.3% 0.3% -0.9% 0.2% -0.6% 1.2%
ROC(21) 488 21 508 2.6% -2.1% -0.4% -3.0% -3.1% -2.2% -0.8%
Avg(%Rank (12,6,3,1) 100% 45% 70% 40% 25% 25% 95%
RRS Ranks 2 2 2 3 2 4 5 5 1


%G/L(252) 256 252 508 24.2% 11.2% 15.4% 13.1% 7.1% 10.8% 15.7%
%G/L(126) 382 126 508 15.4% 5.3% 6.3% 5.3% 2.8% 3.9% 8.3%
%G/L(63) 445 63 508 6.1% -0.5% 1.4% -1.1% -0.8% -0.8% 1.1%
%G/L(21) 487 21 508 2.3% -2.6% -0.2% -3.4% -3.9% -2.4% -1.3%
Avg_%Rank (12,6,3,1) 100.0% 50% 90% 30% 10% 30% 90%
Return_Avg_Ranks
3 1 6 4 5 2


GD_
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