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Investment Strategies / Mechanical Investing
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Author: mapg   😊 😞
Number: of 3958 
Subject: Modern Family JAN-2025 EOM
Date: 01/31/2025 5:06 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 6
Name                     SP500       R1000EW     R1000      R2000     Transportation    Retail    Regional Bank    BioTech   SemiConductor
Symbol: (daily) SPY
EQAL IWB IWM IYT XRT KRE IBB SMH
As of (LastD) 31-Jan-25 31-Jan-25 31-Jan-25 31-Jan-25 31-Jan-25 31-Jan-25 31-Jan-25 31-Jan-25 31-Jan-25
Signal_Status* Bullish Bullish Bullish Bullish Bullish Bullish Bullish Bullish BEARish
Signal_ChgD 15-Nov-23 05-Dec-23 16-Nov-23 12-Jul-24 21-Aug-24 19-Sep-24 07-May-24 29-Jan-25 31-Jan-25
Since_ChgD 443 423 442 203 163 134 269 2 0
Confirmed Yes Yes Yes Not Yet Yes Not Yet Yes Not Yet Yes
-- -- -- -- -- -- -- -- -- --
Status_MAC(50) Support Support Support Resistance Support Resistance Support Support Resistance
ROC(50-DMA) 3.5% 1.8% 3.9% 2.9% 0.9% 5.8% 7.9% -5.9% 0.0%
Status_MAC(200) Support Support Support Support Support Support Support Resistance Support
ROC(200-DMA) 22.5% 13.4% 22.1% 16.5% 8.0% 15.9% 22.9% 11.3% 45.2%
DMAC(50,200) 6.4% 5.4% 6.8% 6.0% 4.6% 5.2% 13.1% -2.3% 1.6%
-- -- -- -- -- -- -- -- -- --
LastD_Price 601.82 49.95 332.16 226.48 70.16 80.25 64.16 138.66 243.62
50-DMA 597.36 49.92 329.10 229.29 70.80 80.89 63.54 136.37 247.86
200-DMA 561.53 47.35 308.22 216.38 67.67 76.90 56.17 139.60 243.91
-- -- -- -- -- -- -- -- -- --
# Signals /Yr 0 0 0 2 4 2 2 4 3
# BuyD /Yr 252 252 252 237 206 248 225 187 240
# NeutralD /Yr 0 0 0 0 0 0 0 0 0
# SellD /Yr 0 0 0 15 46 4 27 65 12
% BuyD /Yr 100% 100% 100% 94% 82% 98% 89% 74% 95%
-- -- -- -- -- -- -- -- -- --
52wL(Daily) 482.88 42.97 265.77 191.94 61.35 68.60 45.75 124.64 185.87
52wH(Daily) 609.75 51.95 336.01 242.40 75.40 84.31 68.90 149.47 281.27
% Off_52wH 1% 4% 1% 7% 7% 5% 7% 8% 15%
LastD_52wH 23-Jan-25 29-Nov-24 23-Jan-25 25-Nov-24 25-Nov-24 11-Dec-24 25-Nov-24 19-Sep-24 10-Jul-24
SinceD_52wH 8 63 8 67 67 51 67 134 205
CountD_52wH 53 35 54 14 16 15 11 8 24


The "Economic Modern Family" is a combination of three market index ETF's and five varying sectors & groups for "Market Analysis".
Trend indicators that give you an overall weekly gauge of how aggressive or not to be on the long or short side.
*My "Modern Family" signals(2) are not strictly identical to the (MarketGauge.com) "Phases Tutorial"(6).
Market Phases Rev 27-Sep-2024
"BEARish" - phase when Status_MAC(50) is "RESISTANCE" while ROC(50-DMA) is Negative OR Status_MAC(200) is "RESISTANCE" while ROC(200-DMA) is Negative.
"Bullish" - phase when NOT "BEARish"
"Support" - is the level(floor) at which demand is strong enough to stop the stock from falling any further. (MAC positive 5d)
"Resistance" - is the level(ceiling) at which supply is strong enough to stop the stock from moving higher. (MAC negative 5d)
"Confirmed" - when Status_MAC(50) AND ROC(50-DMA) both agree with "Signal_Status" phase.
ROC(50-DMA) = 50*SLOPE(F$458:F$507,$A$458:$A$507)/TREND(F$458:F$507,$A$458:$A$507,$A$458) Where F is 50-DMA and A is MktDay (ascending)
ROC(200-DMA) = 200*SLOPE(F$308:F$507,$A$308:$A$507)/TREND(F$308:F$507,$A$308:$A$507,$A$308) Where F is 200-DMA and A is MktDay (ascending)
Criteria that Refute - Moving averages do well in trending markets but they generate many false signals in choppy, sideways markets.
Description - After a crossover is identified, it is considered "not yet confirmed". Then additional confirmation is sought by watching the slope of the moving average.
Source of Data - Price data for Symbols in Modern Family are exported from real time charts to .CSV files after market close.
CountD_52wH - FYI: Ten year average 52wH/Yr count for .SPx, MDY, & IJH was 34, 20 & 16 as of 27-Sep-2024.
--- ---


GD_
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