Conservative. Smart. Investing.
This strategy is based on a straightforward price vs 200 day moving average, plus a confirmation using FRED economic data.
The model sold three ETFs at month end February:
There were no new BUYs in the period.
FRED data indicates a continued (perhaps even stronger) confirmation of Phase 2: Expansion approaching Peak. Coupled with the weakness in the bond market, and the impending economic stimulus coming from Congress, this confirms that equities should continue to outperform in the next 30 days.
Where do you think this market is right now? The pessimist in me tells me that absent the government flooding the market with more money that we are in the Euphoria stage.
Courtesy of wallstcheatsheet.com
I am pleased with the performance of both the Growth Fund and the Income Fund. Note that there is no need for me to post weekly gains or losses as the performance of the funds is tracked on a separate page. But I will say that I was actually surprised by the performance of VIPS being as good as it is. They announce earnings on February 25th, so it may be case of “buy on the rumor, sell on the news”, so don’t be upset if the stock underperforms on that day. I would still hold on the stock as well as all of the others in the portfolio. As for the Income Fund, several of the stocks have underperformed, but remember that the primary purpose of this fund in income via dividends, so again, just sit back and enjoy receiving dividend payouts in excess of the S&P average.
I made a small investment in this company. It is a security robot company that appears to have great prospects. Here is a link for more information:
Invest in the future. | Knightscope, Inc.
This is a very speculative investment, so only invest with money that you could afford to lose. You may make a lot of money or the stock could end up being worthless. I think the company will do very well, but of course there are no guarantees. So please carefully read the prospectus and only invest if you understand both the potential losses as well as gains.
I have added a check on Breadth to the base algorithm. This is looking at the number of stocks reaching new highs versus new lows, the number of stocks advancing versus declining, and the number of stocks above or below their 21dma. It looks at this data across the S&P100 (very large caps), S&P500, S&P400 (midcaps), and S&P600 (small caps). Version 54 performs with a higher RAR and higher Win Percentage than V53.
As you know the Retirement ETF algorithm is rather simple, looking for a monthly cross of the 200dMA. The picture below is an XY plot of the ETFs that are in the Retirement portfolio.
On the X Axis is the Percent Variance of the Price to the 50dMA.
while the S&P gained 4.65%. The attached spreadsheet shows the details (I adjusted the number of shares for each stock to match 1 share of the highest priced stock – LMT).
Dan
Charter-Communications-and-14-Other-Undervalued-Stocks-That-Are-Growing-Strongly-_-Barrons.pdf
MileyGrowthFund-0201.xlsx