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No. of Recommendations: 2
Quant Asset Rotation & Allocation
Universe : Index MF's and ETF's. Inverse/Leveraged/ETNs are excluded.
Selection : 1- Asset Allocation MF's, 2- Asset Allocation, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- Comm-Free/WWL

  Trends      PO's     PO's     PO's   PO's   MAC(10M)  MAC(10M)  MAC(10M)  Other_MAC  Other_MAC  Other_MAC   Other_MAC
01/04/19 Status: Last_Chg Slow Inter Status: Last_Chg Ratio Status: Last_Chg Last_MAC Ratio
SP600
BEARish 10/05/18 -11.5% -9.3% BEARish 11/06/18 -13.9% BEARish 11/27/18 (50d,200d) -7.9%
SP400 BEARish 10/12/18 -10.5% -9.9% BEARish 11/06/18 -12.7% BEARish 12/27/18 (21w,50w) -1.1%
SP500EW BEARish 10/31/18 -6.6% -7.1% BEARish 11/06/18 -9.5% BEARish 11/29/18 (50d,200d) -4.4%
SP3200 BEARish 11/20/18 -4.8% -6.0% BEARish 01/03/19 -9.3% BEARish 01/03/19 (TP,43w) -9.3%
SP500 BEARish 12/14/18 -3.08 -6.75 BEARish 12/07/18 -8.6% BEARish 12/07/18 (TP,43w) -8.6%
Ca_Alloc = 100% 100% 84%

        QAR - Summary           HeldD   Pos-1  Pos-2   Pos-3   Pos-4  Vested  Sell   Buy   Sold*  Bot   ROI    YTD   TR1y
1- RS(5,3),RS(7,5),PO(42/210) #DIV/0! - - - - 0% - FUAMX FSKAX - 0.0% NA -3%
2- RS(5,4),RS(6,5),PO(42/210) #DIV/0! - - - - 0% - - - - 0.0% -0.5% -11%
3- RS(4,3),RS(5,4),PO(42/126) 130 FUTY - - - 37% - - FUTY - -0.9% -0.5% -11%
4- RS(4,3),RS(5,4),PO(25/125) 191 - - - USMV 19% USMV - USMV - -1.2% -0.5% -11%
5- RS(4,3),RS(5,4),PO(40/120) #DIV/0! - - - - 0% - SHY - - 0.0% NA -19%
6- RS(4,3),RS(5,4),PO(30/120) 31 - - - - 17% HDV EWZ FHLC - -8.9% 0.4% 0%
--- --- --- --- --- ---
Totals = 117 15% -3.5% 0.0% -8%
BenchMark (Cash_Alloc) = B&H FFNOX VL1700 SP1500 EAFE 100% NA 2.4% -11%

1-QTAA      BM       63d     7m      5m      3m   (5,3)  (7,5)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Index %G/L RRS147 RRS105 RRS63 RS *RS* 52/210 42/210 35/210 Status: HeldD (Pos) (Adj)
FUAMX
BB:ITT 4.2% 0% 2% 14% 8% 1 0.0% 0.2% 0.5% BUY 0%
FFNOX AA:GL -14.9% -16% -32% -44% -38% 2 -3.9% -4.3% -5.0% Sell 0%
FXAIX SP:500 -17.2% -14% -36% -56% -46% 3 -3.3% -3.8% -4.6% Sell 0%
FSPSX MSCI:EAFE -15.0% -27% -39% -51% -45% 4 -7.6% -8.1% -8.8% Sell 0%
FSMAX DJ:CTSM -23.2% -35% -64% -87% -75% 5 -7.5% -8.3% -9.6% Sell 0%

2-QTAA  Asset     63d     6m      5m      4m   (5,4)  (6,5)  PO(s)   PO(5)   PO(f)   Criteria  Days  %G/L  Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS *RS* 52/210 42/210 35/210 Status: Held ROI (A)
IUSB
GL:TB 1.4% -3% -3% 0% -2% 1 -0.8% -0.8% -0.6% Sell 0%
AOK GL:Con -2.6% -10% -12% -13% -13% 2 -2.2% -2.3% -2.4% Sell 0%
AOM GL:Mod -3.7% -12% -16% -18% -17% 3 -2.7% -2.8% -3.0% Sell 0%
AOR GL:Gro -6.4% -18% -23% -27% -25% 4 -3.8% -4.0% -4.4% Sell 0%
AOA GL:Agr -8.7% -23% -30% -37% -33% 5 -4.8% -5.1% -5.7% Sell 0%
IDEV Int:DM -10.8% -33% -39% -48% -43% 6 -8.2% -8.6% -9.3% Sell 0%
EQAL US:EW -13.2% -31% -44% -57% -50% 7 -5.0% -5.5% -6.5% Sell 0%

3-QAR   Asset     63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 63/126 42/126 31/126 Status: HeldD (Pos) (Adj)
FUTY
US:Ut -0.4% 5% 5% 2% 4% 1 1.0% 1.5% 1.5% BUY 130 -0.9% 37%
TLT US:LTT 7.1% -4% 7% 31% 19% 2 -1.6% -0.7% 0.4% Sell 0%
FREL US:RE -4.7% -22% -20% -8% -14% 3 -2.6% -2.1% -2.6% Sell 0%
QQEW GL:EW -10.6% -39% -47% -40% -43% 4 -4.3% -5.3% -6.4% Sell 0%
IEFA DM:BMC -11.0% -40% -49% -46% -47% 5 -4.6% -5.9% -7.1% Sell 0%
RSP US:EW -12.5% -38% -50% -49% -50% 6 -3.7% -4.9% -6.4% Sell 0%

4-QAR   Asset     63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 31/125 25/125 21/125 Status: HeldD (Pos) (Adj)
FBND
US:TB 0.9% -4% -2% 3% 0% 1 -0.5% -0.4% -0.3% Sell 0%
EEMV EM:MV -1.2% -15% -12% 5% -4% 2 -1.8% -1.7% -2.1% Sell 0%
ACWV GL:MV -5.6% -14% -20% -18% -19% 3 -2.1% -2.4% -3.2% Sell 0%
USMV US:MV -7.6% -15% -25% -25% -25% 4 -2.3% -2.8% -3.7% Sell 191 -1.2% 19%
EFAV DM:MV -4.5% -21% -25% -18% -21% 5 -3.5% -3.8% -4.4% Sell 0%
FDLO US:LV -10.1% -24% -36% -39% -37% 6 -4.0% -4.6% -5.7% Sell 0%
FQAL US:Qal -11.7% -35% -48% -48% -48% 7 -5.9% -6.4% -7.6% Sell 0%
FDMO US:Mo -14.5% -44% -59% -59% -59% 8 -7.6% -7.9% -9.1% Sell 0%

5-QAR    Asset     63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 50/120 40/120 30/120 Status: HeldD (Pos) (N)
ILF
LA:LCV 1.8% 7% 2% -42% -20% 1 0.5% -0.5% -1.2% Sell 0%
SHY US:STT 0.9% 0% 2% 3% 2% 2 0.1% 0.1% 0.2% BUY 0%
ILTB GL:LTB 1.8% -11% -6% 8% 1% 3 -1.7% -1.5% -1.3% Sell 0%
IPAC PAC:BMC -9.6% -33% -41% -40% -40% 4 -4.6% -4.8% -5.3% Sell 0%
ITOT USA:BMC -13.4% -40% -54% -55% -54% 6 -4.9% -5.4% -6.3% Sell 0%
IEUR EUR:BMC -11.2% -43% -51% -47% -49% 5 -5.8% -6.3% -7.1% Sell 0%

6-QTAA  Asset     63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(4)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 40/120 30/120 24/120 Status: HeldD (Pos) (Adj)
EWZ
LA:EM 14.5% 54% 59% -4% 27% 1 6.4% 5.8% 5.7% BUY 0%
IAU GL:GLD 7.2% 14% 18% 20% 19% 2 1.6% 2.3% 2.8% BUY 0%
ILTB GL:LTB 1.8% -11% -6% 8% 1% 3 -1.5% -1.1% -0.7% Sell 0%
EMB EM:Bnd -1.0% -10% -11% -10% -10% 4 -1.8% -2.0% -1.8% Sell 0%
HDV US:HD -6.9% -10% -19% -23% -21% 5 -0.6% -1.6% -2.3% Sell 31 -8.2% 17%
SHYG GL:SCB -3.5% -13% -17% -20% -18% 6 -1.9% -2.4% -2.6% Sell 0%
HYG GL:VCB -3.8% -15% -20% -22% -21% 7 -2.3% -2.8% -3.0% Sell 0%
FCOM US:Com -7.2% -16% -28% -36% -32% 8 -1.5% -2.4% -3.2% Sell 0%
REM US:MRE -4.2% -23% -27% -20% -24% 9 -2.8% -3.5% -4.2% Sell 0%
FHLC US:HC -10.9% -21% -34% -37% -36% 10 -2.3% -3.3% -3.9% Sell 0%
IHI US:MD -10.9% -23% -39% -34% -37% 11 -2.9% -3.8% -4.2% Sell 0%
DGRO US:DG -10.2% -26% -38% -37% -38% 12 -3.1% -4.4% -5.1% Sell 0%
ICVT US:CB -10.3% -33% -42% -40% -41% 13 -4.5% -5.6% -6.2% Sell 0%
IUSV US:BMV -12.3% -34% -47% -51% -49% 14 -4.4% -5.9% -6.9% Sell 0%
OEF US:LCB -12.8% -36% -50% -54% -52% 15 -4.9% -6.3% -7.0% Sell 0%
IVW US:LCG -13.2% -39% -53% -53% -53% 16 -5.4% -6.7% -7.2% Sell 0%
IUSG US:BMG -13.5% -40% -54% -54% -54% 17 -5.5% -6.8% -7.4% Sell 0%
FDIS US:CD -11.3% -41% -55% -51% -53% 18 -5.6% -7.1% -7.6% Sell 0%
IGV NA:T-S -11.6% -40% -56% -42% -49% 19 -5.9% -6.7% -6.7% Sell 0%
EUSA US:EW -13.1% -42% -55% -54% -54% 20 -5.6% -7.0% -8.0% Sell 0%
Print the post Back To Top
No. of Recommendations: 1
Quant Asset Rotation & Allocation
Universe : Index MF's and ETF's. Inverse/Leveraged/ETNs are excluded.
Selection : 1- Asset Allocation MF's, 2- Asset Allocation, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- Comm-Free/WWL

  Trends      PO's     PO's     PO's   PO's   MAC(10M)  MAC(10M)  MAC(10M)  Other_MAC  Other_MAC  Other_MAC   Other_MAC
01/11/19 Status: Last_Chg Slow Inter Status: Last_Chg Ratio Status: Last_Chg Last_MAC Ratio
SP600
BEARish 10/05/18 -9.4% -4.8% BEARish 11/06/18 -9.4% BEARish 11/27/18 (50d,200d) -8.2%
SP400 BEARish 10/12/18 -10.4% -8.4% BEARish 11/06/18 -8.1% BEARish 11/19/18 (50d,200d) -7.0%
SP500EW BEARish 10/31/18 -7.0% -8.1% BEARish 11/06/18 -5.8% BEARish 11/29/18 (50d,200d) -4.5%
SP3200 BEARish 11/20/18 -5.6% -6.6% BEARish 01/03/19 -6.1% BEARish 01/03/19 (TP,43w) -6.1%
SP500 BEARish 12/14/18 -3.76 -6.51 BEARish 12/07/18 -6.0% BEARish 12/07/18 (TP,43w) -6.0%
Ca_Alloc = 100% 100% 100%

        QAR - Summary           HeldD   Pos-1  Pos-2   Pos-3   Pos-4  Vested  Sell   Buy   Sold*  Bot   ROI   YTD   TR1y
1- RS(5,3),RS(7,5),PO(42/210) #DIV/0! - - - - 0% - FUAMX FSKAX - 0.0% NA -5%
2- RS(5,4),RS(6,5),PO(42/210) #DIV/0! - - - - 0% - - - - 0.0% 0.9% -14%
3- RS(4,3),RS(5,4),PO(42/126) 137 - FUTY - - 38% - TLT FUTY - 0.0% 0.9% -14%
4- RS(4,3),RS(5,4),PO(25/125) 198 - - - - 19% USMV - USMV - 0.7% 0.9% -14%
5- RS(4,3),RS(5,4),PO(40/120) #DIV/0! - - - - 0% - SHY - - 0.0% NA -22%
6- RS(4,3),RS(5,4),PO(30/120) 38 - - - HDV 17% HDV EWZ FHLC - -7.6% 1.8% -5%
--- --- --- --- --- ---
Totals = 124 15% -2.1% 0.2% -10%
BenchMark (Cash_Alloc) = B&H FFNOX VL1700 SP1500 EAFE 100% NA 6.5% -8%

1-QTAA      BM       63d     7m      5m      3m   (5,3)  (7,5)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Index %G/L RRS147 RRS105 RRS63 RS *RS* 52/210 42/210 35/210 Status: HeldD (Pos) (Adj)
FUAMX
BB:ITT 3.2% 1% 3% 16% 9% 1 0.2% 0.5% 0.8% BUY 0%
FFNOX AA:GL -6.6% -18% -35% -39% -37% 2 -4.4% -4.8% -5.6% Sell 0%
FXAIX SP:500 -7.3% -17% -39% -48% -44% 3 -3.9% -4.4% -5.4% Sell 0%
FSPSX MSCI:EAFE -6.3% -28% -39% -42% -41% 4 -7.9% -8.4% -9.1% Sell 0%
FSMAX DJ:CTSM -11.2% -38% -67% -80% -74% 5 -8.3% -9.3% -10.7% Sell 0%

2-QTAA  Asset    63d     6m      5m      4m   (5,4)  (6,5)  PO(s)   PO(5)   PO(f)   Criteria  Days  %G/L  Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS *RS* 52/210 42/210 35/210 Status: Held ROI (A)
IUSB
GL:TB 1.4% -2% -2% 2% 0% 1 -0.7% -0.5% -0.4% Sell 0%
AOK GL:Con -0.5% -10% -12% -12% -12% 2 -2.2% -2.3% -2.4% Sell 0%
AOM GL:Mod -0.8% -13% -16% -17% -16% 3 -2.7% -2.9% -3.0% Sell 0%
AOR GL:Gro -1.8% -18% -23% -26% -25% 4 -3.8% -4.2% -4.5% Sell 0%
AOA GL:Agr -2.9% -24% -30% -36% -33% 5 -4.9% -5.4% -5.9% Sell 0%
IDEV Int:DM -4.6% -34% -38% -47% -43% 6 -8.2% -8.8% -9.4% Sell 0%
EQAL US:EW -4.3% -33% -45% -55% -50% 7 -5.3% -6.1% -7.0% Sell 0%

3-QAR   Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 63/126 42/126 31/126 Status: HeldD (Pos) (Adj)
TLT
US:LTT 5.3% -1% 14% 34% 24% 1 -1.0% 0.2% 1.3% BUY 0%
FUTY US:Ut 0.4% 2% 3% -3% 0% 2 0.8% 1.2% 1.0% BUY 137 0.0% 38%
FREL US:RE 2.6% -22% -17% -11% -14% 3 -2.4% -2.2% -3.0% Sell 0%
QQEW GL:EW -0.4% -38% -43% -31% -37% 4 -4.4% -5.4% -6.2% Sell 0%
IEFA DM:BMC -4.6% -39% -48% -36% -42% 5 -4.8% -6.1% -7.0% Sell 0%
RSP US:EW -3.8% -40% -49% -42% -45% 6 -4.1% -5.4% -6.6% Sell 0%

4-QAR   Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 31/125 25/125 21/125 Status: HeldD (Pos) (Adj)
FBND
US:TB 0.9% -3% 0% 4% 2% 1 -0.3% -0.1% 0.0% Sell 0%
EEMV EM:MV 4.0% -12% -9% 10% 0% 2 -1.4% -1.8% -2.0% Sell 0%
ACWV GL:MV -0.9% -15% -21% -16% -19% 3 -2.4% -3.2% -3.8% Sell 0%
EFAV DM:MV -0.4% -20% -24% -12% -18% 4 -3.4% -4.0% -4.2% Sell 0%
USMV US:MV -1.4% -18% -26% -24% -25% 5 -2.8% -3.9% -4.7% Sell 198 0.7% 19%
FDLO US:LV -3.7% -27% -37% -36% -36% 6 -4.5% -5.8% -6.5% Sell 0%
FQAL US:Qal -4.7% -37% -47% -40% -44% 7 -6.1% -7.3% -8.0% Sell 0%
FDMO US:Mo -5.3% -45% -57% -48% -53% 8 -7.4% -8.7% -9.4% Sell 0%

5-QAR    Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 50/120 40/120 30/120 Status: HeldD (Pos) (N)
ILF
LA:LCV 3.7% 13% -1% -26% -13% 1 0.5% -0.5% -0.7% Sell 0%
SHY US:STT 0.8% 1% 2% 3% 3% 2 0.1% 0.2% 0.2% BUY 0%
AOM GL:Mod -0.8% -16% -17% -9% -13% 3 -2.0% -2.2% -2.3% Sell 0%
IPAC PAC:BMC -4.0% -32% -41% -30% -36% 4 -4.3% -4.9% -5.3% Sell 0%
IEUR EUR:BMC -4.5% -42% -49% -37% -43% 5 -5.5% -6.4% -7.0% Sell 0%
ITOT USA:BMC -5.0% -42% -53% -47% -50% 6 -4.9% -6.0% -6.6% Sell 0%

6-QTAA  Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(4)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 40/120 30/120 24/120 Status: HeldD (Pos) (Adj)
EWZ
LA:EM 14.0% 63% 53% 5% 29% 1 6.4% 6.6% 6.3% BUY 0%
ILF LA:EM 3.7% 13% -1% -26% -13% 2 -0.5% -0.6% -1.0% Sell 0%
HYG GL:HCB -1.0% -15% -18% -17% -17% 3 -2.3% -2.6% -2.9% Sell 0%
HDV US:HD -1.7% -13% -22% -23% -22% 4 -1.4% -2.3% -3.7% Sell 38 -7.1% 17%
FCOM US:CS 1.1% -18% -28% -26% -27% 5 -2.0% -2.7% -3.8% Sell 0%
REM US:MRE 0.0% -24% -23% -20% -22% 6 -3.0% -3.8% -4.9% Sell 0%
FHLC US:HC -3.2% -24% -36% -33% -35% 7 -3.1% -3.8% -5.5% Sell 0%
IHI US:MD -1.5% -26% -39% -29% -34% 8 -3.5% -4.0% -5.5% Sell 0%
DGRO US:DG -3.1% -29% -38% -32% -35% 9 -3.8% -4.8% -6.3% Sell 0%
ICVT US:CB -2.5% -33% -40% -34% -37% 10 -4.8% -5.6% -6.7% Sell 0%
DSI US:Soc -2.6% -36% -43% -33% -38% 11 -5.0% -5.8% -7.1% Sell 0%
IUSV US:BMV -5.1% -36% -47% -45% -46% 12 -5.1% -6.4% -8.0% Sell 0%
OEF US:LCB -5.4% -38% -50% -47% -49% 13 -5.5% -6.5% -8.0% Sell 0%
IGV NA:T-S 1.1% -40% -50% -26% -38% 14 -5.8% -5.7% -6.7% Sell 0%
FDIS US:CD -1.5% -41% -50% -40% -45% 15 -5.9% -6.6% -8.1% Sell 0%
IVW US:LCG -4.6% -41% -52% -44% -48% 16 -5.9% -6.6% -8.0% Sell 0%
IUSG US:BMG -4.7% -42% -53% -45% -49% 17 -6.0% -6.8% -8.2% Sell 0%
EUSA US:EW -4.2% -44% -53% -45% -49% 18 -6.1% -7.3% -8.8% Sell 0%
ONEQ GL:BMC -5.0% -51% -61% -52% -56% 19 -7.5% -8.2% -9.6% Sell 0%
IGM NA:Tec -4.5% -53% -64% -49% -56% 20 -7.8% -8.3% -9.5% Sell 0%
Print the post Back To Top
No. of Recommendations: 2
Quant Asset Rotation & Allocation
Universe : Index MF's and ETF's. Inverse/Leveraged/ETNs are excluded.
Selection : 1- Asset Allocation MF's, 2- Asset Allocation, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- Comm-Free/WWL

  Trends      PO's     PO's    PO's   PO's   MAC(10M)  MAC(10M)  MAC(10M)  Other_MAC  Other_MAC  Other_MAC  Other_MAC
01/18/19 Status: Last_Chg Slow Inter Status: Last_Chg Ratio Status: Last_Chg Last_MAC First_MAC
SP600
BEARish 10/05/18 -5.3% -0.8% BEARish 11/06/18 -6.9% BEARish 11/20/18 -8.8% 1.8%
SP400 BEARish 10/12/18 -9.0% -4.7% BEARish 11/06/18 -5.2% BEARish 11/13/18 -7.3% 2.2%
SP500EW BEARish 10/31/18 -7.5% -8.0% BEARish 11/06/18 -2.9% BEARish 01/03/19 -4.8% 1.8%
SP3200 BEARish 11/20/18 -6.0% -6.8% BEARish 01/03/19 -3.3% BEARish 01/03/19 -3.3% 1.5%
SP500 BEARish 12/14/18 -4.14 -5.66 BEARish 12/07/18 -3.6% Bullish 01/18/19 1.1% -3.2%
Ca_Alloc = 100% 100% 96%

        QAR - Summary           HeldD   Vested  Pos-1  Pos-2   Pos-3   Pos-4  Sell   Buy   Sold*  Bot   ROI   YTD   TR1y
1- RS(5,3),RS(7,5),PO(42/210) #DIV/0! 0% - - - - - FUAMX FSKAX - 0.0% NA -5%
2- RS(5,4),RS(6,5),PO(42/210) #DIV/0! 0% - - - - - - - - 0.0% 1.6% -15%
3- RS(4,3),RS(5,4),PO(42/126) 144 38% - FUTY - - - TLT FUTY - 0.1% 1.6% -15%
4- RS(4,3),RS(5,4),PO(25/125) 205 19% - - - - USMV FBND USMV - 2.8% 1.6% -15%
5- RS(4,3),RS(5,4),PO(40/120) #DIV/0! 0% - - - - - ILF - - 0.0% NA -23%
6- RS(4,3),RS(5,4),PO(30/120) 45 17% - - HDV - HDV EWZ - - -5.9% 3.3% -7%
--- --- --- --- --- ---
Totals = 131 15% -0.9% 3.2% -11%
BenchMark (Cash_Alloc) = B&H 100% FFNOX VL1700 SP1500 EAFE NA 8.7% -8%

1-QTAA      BM       63d     7m      5m      3m   (5,3)  (7,5)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Index %G/L RRS147 RRS105 RRS63 RS *RS* 52/210 42/210 35/210 Status: HeldD (Pos) (Adj)
FUAMX
BB:ITT 3.1% 1% 5% 16% 11% 1 0.5% 0.9% 1.1% BUY 0%
FFNOX AA:GL -6.1% -19% -36% -36% -36% 2 -4.5% -5.3% -5.8% Sell 0%
FXAIX SP:500 -6.7% -19% -41% -44% -42% 3 -4.0% -5.1% -5.7% Sell 0%
FSPSX MSCI:EAFE -6.0% -28% -40% -36% -38% 4 -7.7% -8.6% -9.2% Sell 0%
FSMAX DJ:CTSM -10.8% -41% -69% -73% -71% 5 -8.6% -10.2% -11.3% Sell 0%

2-QTAA  Asset    63d     6m      5m      4m   (5,4)  (6,5)  PO(s)   PO(5)   PO(f)   Criteria  Days  %G/L  Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS *RS* 52/210 42/210 35/210 Status: Held ROI (A)
IUSB
GL:TB 1.5% -2% -1% 3% 1% 1 -0.5% -0.3% -0.1% Sell 0%
AOK GL:Con 0.3% -10% -11% -10% -10% 2 -2.1% -2.2% -2.2% Sell 0%
AOM GL:Mod 0.1% -13% -15% -14% -14% 3 -2.6% -2.8% -2.9% Sell 0%
AOR GL:Gro -0.8% -19% -23% -23% -23% 4 -3.7% -4.2% -4.4% Sell 0%
AOA GL:Agr -1.4% -24% -30% -32% -31% 5 -4.8% -5.4% -5.8% Sell 0%
IDEV Int:DM -2.5% -33% -38% -42% -40% 6 -7.9% -8.8% -9.3% Sell 0%
EQAL US:EW -2.9% -33% -44% -48% -46% 7 -5.3% -6.4% -7.0% Sell 0%

3-QAR   Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 63/126 42/126 31/126 Status: HeldD (Pos) (Adj)
TLT
US:LTT 4.9% 2% 19% 35% 27% 1 -0.6% 0.9% 2.1% BUY 0%
FUTY US:Ut -0.8% 1% 2% -11% -5% 2 0.7% 0.8% 0.3% BUY 144 0.1% 38%
FREL US:RE 2.8% -20% -10% -15% -12% 3 -2.1% -2.3% -3.3% Sell 0%
QQEW GL:EW -0.1% -36% -36% -22% -29% 4 -4.3% -5.2% -6.3% Sell 0%
IEFA DM:BMC -2.7% -39% -43% -28% -36% 5 -4.8% -6.0% -7.1% Sell 0%
RSP US:EW -2.3% -40% -43% -35% -39% 6 -4.2% -5.6% -7.1% Sell 0%

4-QAR   Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 31/125 25/125 21/125 Status: HeldD (Pos) (Adj)
FBND
US:TB 1.3% -2% 1% 6% 4% 1 0.0% 0.1% 0.2% BUY 0%
EEMV EM:MV 5.9% -11% -4% 13% 5% 2 -1.3% -1.5% -1.5% Sell 0%
ACWV GL:MV -0.7% -16% -19% -16% -17% 3 -2.8% -3.6% -4.0% Sell 0%
EFAV DM:MV 0.1% -20% -20% -8% -14% 4 -3.4% -3.7% -3.8% Sell 0%
USMV US:MV -1.6% -20% -24% -25% -24% 5 -3.5% -4.5% -5.0% Sell 205 2.8% 19%
FDLO US:LV -3.0% -29% -35% -34% -34% 6 -5.2% -6.2% -6.6% Sell 0%
FQAL US:Qal -3.2% -37% -42% -34% -38% 7 -6.5% -7.3% -7.6% Sell 0%
FDMO US:Mo -3.4% -46% -51% -38% -44% 8 -7.6% -8.4% -8.7% Sell 0%

5-QAR    Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 50/120 40/120 30/120 Status: HeldD (Pos) (N)
ILF
LA:LCV 4.2% 17% -2% -6% -4% 1 0.6% 0.1% 0.4% BUY 0%
SHY US:STT 0.7% 1% 3% 4% 3% 2 0.1% 0.2% 0.3% BUY 0%
AOM GL:Mod 0.1% -15% -14% -6% -10% 3 -1.8% -2.1% -2.2% Sell 0%
IPAC PAC:BMC -2.1% -32% -38% -22% -30% 4 -4.1% -4.7% -5.1% Sell 0%
IEUR EUR:BMC -2.7% -42% -45% -30% -37% 5 -5.4% -6.3% -6.8% Sell 0%
ITOT USA:BMC -3.7% -42% -48% -39% -44% 6 -5.0% -6.1% -6.6% Sell 0%

6-QTAR  Asset     63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(4)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 40/120 30/120 24/120 Status: HeldD (Pos) (Adj)
EWZ
LA:EM 11.9% 67% 45% 17% 31% 1 6.8% 7.2% 8.1% BUY 0%
ILF LA:EM 4.2% 17% -2% -6% -4% 2 0.1% 0.3% 0.9% BUY 0%
HDV US:HD -1.8% -15% -22% -27% -25% 3 -2.0% -3.4% -4.6% Sell 45 -5.5% 17%
FCOM US:CS -0.4% -17% -23% -19% -21% 4 -2.2% -3.2% -3.7% Sell 0%
REM US:MRE 0.0% -23% -18% -20% -19% 5 -3.0% -4.1% -5.1% Sell 0%
FHLC US:HC -3.7% -26% -34% -29% -32% 6 -3.4% -4.9% -6.1% Sell 0%
IHI US:MD -0.5% -27% -34% -21% -28% 7 -3.5% -4.6% -5.5% Sell 0%
DGRO US:DG -1.7% -30% -34% -30% -32% 8 -4.1% -5.5% -6.4% Sell 0%
ICVT US:CB -3.6% -33% -35% -28% -32% 9 -4.8% -5.8% -6.5% Sell 0%
DSI US:Soc -1.2% -35% -38% -25% -32% 10 -5.0% -6.1% -6.9% Sell 0%
IGV NA:T-S 1.3% -39% -38% -12% -25% 11 -5.1% -5.4% -6.0% Sell 0%
IUSV US:BMV -3.2% -37% -43% -40% -41% 12 -5.4% -7.0% -7.9% Sell 0%
FDIS US:CD -1.6% -41% -43% -30% -36% 13 -5.8% -6.9% -7.6% Sell 0%
OEF US:LCB -4.3% -39% -47% -41% -44% 14 -5.7% -7.0% -7.9% Sell 0%
IVW US:LCG -3.9% -41% -47% -36% -42% 15 -5.9% -7.0% -7.9% Sell 0%
EUSA US:EW -2.7% -43% -47% -38% -42% 16 -6.1% -7.7% -8.6% Sell 0%
IUSG US:BMG -3.9% -42% -48% -37% -43% 17 -6.1% -7.2% -8.1% Sell 0%
IHF US:HCP -10.0% -39% -55% -73% -64% 18 -5.3% -8.2% -10.3% Sell 0%
ONEQ GL:BMC -4.4% -50% -54% -41% -47% 19 -7.3% -8.4% -9.3% Sell 0%
IGM NA:Tec -3.8% -52% -56% -36% -46% 20 -7.5% -8.3% -9.0% Sell 0%
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No. of Recommendations: 2
Quant Asset Rotation & Allocation
Universe : Index MF's and ETF's. Inverse/Leveraged/ETNs are excluded.
Selection : 1- Asset Allocation MF's, 2- Asset Allocation, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- Comm-Free/WWL

  Trends      PO's     PO's    PO's   PO's   MAC(10M)  MAC(10M)  MAC(10M)  Other_MAC  Other_MAC  Other_MAC   Other_MAC
01/25/19 Status: Last_Chg Inter Slow Status: Last_Chg Ratio Last_Chg Last_MAC First_Chg First_MAC
SP600
Bullish 01/23/19 0.9% -2.5% BEARish 11/06/18 -6.9% Bullish (TP,50d) BEARish (4w,9w,18w)
SP400 BEARish 10/12/18 -2.0% -6.5% BEARish 11/06/18 -4.8% Bullish (TP,50d) BEARish (4w,9w,18w)
SP500EW BEARish 10/31/18 -7.3% -7.4% BEARish 11/06/18 -2.6% Bullish (TP,50d) BEARish (4w,9w,18w)
SP3200 BEARish 11/20/18 -7.2% -6.1% BEARish 01/03/19 -3.2% Bullish (TP,50d) BEARish (4w,9w,18w)
SP500 BEARish 12/14/18 -4.98 -4.31 BEARish 12/07/18 -3.2% Bullish (TP,50d) BEARish (4w,9w,18w)
Ca_Alloc = 80% 100% 80%

        QAR - Summary          Vested  Pos-1  Pos-2   Pos-3   Pos-4  Sell   Buy   Sold*  Bot   HeldD    ROI    YTD   TR1y
1- RS(5,3),RS(7,5),PO(42/210) 0% - - - - - FUAMX FSKAX - #DIV/0! 0.0% NA -7%
2- RS(5,4),RS(6,5),PO(42/210) 0% - - - - - - - - #DIV/0! 0.0% NA -7%
3- RS(4,3),RS(5,4),PO(42/126) 17% - FUTY - - - TLT FUTY - 151 0.5% 2.0% -17%
4- RS(4,3),RS(5,4),PO(25/125) 9% - - - - USMV FBND - - 212 2.8% 2.0% -17%
5- RS(4,3),RS(5,4),PO(40/120) 0% - - - - - ILF - - #DIV/0! 0.0% NA -25%
6- RS(4,3),RS(5,4),PO(30/120) 8% - - - HDV HDV ILF - - 52 -6.5% 2.3% -10%
--- --- --- --- --- --- --- --- --- --- --- --- --- ---
Portfolio Totals (%Alloc) = 7% 5 138 -1.1% 3.2% -13%
BenchMark (Cash_Alloc) = 80% FFNOX VL1700 SP1500 EAFE 10 B&H NA 11.5% -8%

1-QTAA      BM      63d     7m      5m      3m   (5,3)  (7,5)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Index %G/L RRS147 RRS105 RRS63 RS *RS* 52/210 42/210 35/210 Status: HeldD (Pos) (Adj)
FUAMX
BB:ITT 3.0% 2% 6% 16% 11% 1 0.6% 1.0% 1.3% BUY 0%
FFNOX AA:GL -3.8% -20% -36% -31% -33% 2 -4.7% -5.5% -6.1% Sell 0%
FXAIX SP:500 -4.1% -20% -40% -36% -38% 3 -4.2% -5.3% -6.0% Sell 0%
FSPSX MSCI:EAFE -3.5% -29% -39% -30% -34% 4 -7.8% -8.7% -9.4% Sell 0%
FSMAX DJ:CTSM -7.3% -42% -68% -64% -66% 5 -9.0% -10.6% -11.9% Sell 0%

2-QTAA  Asset   63d     6m      5m      4m   (5,4)  (6,5)  PO(s)   PO(5)   PO(f)   Criteria  Days  %G/L  Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS *RS* 52/210 42/210 35/210 Status: Held ROI (Adj)
IUSB
GL:TB 1.7% -1% 0% 5% 3% 1 -0.4% -0.1% 0.0% Sell 0%
AOK GL:Con 1.7% -9% -10% -7% -9% 2 -2.0% -2.1% -2.2% Sell 0%
AOM GL:Mod 1.7% -12% -14% -11% -12% 3 -2.5% -2.7% -2.9% Sell 0%
AOR GL:Gro 1.7% -18% -21% -19% -20% 4 -3.7% -4.1% -4.5% Sell 0%
AOA GL:Agr 1.7% -24% -28% -27% -28% 5 -4.8% -5.4% -6.0% Sell 0%
IDEV Int:DM 1.7% -32% -36% -36% -36% 6 -8.0% -8.7% -9.3% Sell 0%
EQAL US:EW 1.5% -33% -42% -40% -41% 7 -5.5% -6.5% -7.4% Sell 0%

3-QAR   Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 63/126 42/126 31/126 Status: HeldD (Pos) (Adj)
TLT
US:LTT 5.0% 6% 22% 35% 28% 1 -0.2% 1.3% 2.3% BUY 0%
FUTY US:Ut -2.7% 1% 1% -12% -6% 2 0.6% 0.5% -0.4% BUY 151 0.5% 17%
FREL US:RE 3.3% -17% -5% -15% -10% 3 -1.8% -2.3% -3.6% Sell 0%
QQEW GL:EW 6.6% -34% -28% -14% -21% 4 -4.1% -4.9% -5.9% Sell 0%
IEFA DM:BMC 1.4% -37% -37% -22% -30% 5 -4.6% -5.8% -6.7% Sell 0%
RSP US:EW 2.1% -38% -36% -29% -33% 6 -4.1% -5.5% -7.0% Sell 0%

4-QAR   Asset   63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 31/125 25/125 21/125 Status: HeldD (Pos) (Adj)
FBND
US:TB 1.5% -1% 3% 7% 5% 1 0.2% 0.3% 0.4% BUY 0%
EEMV EM:MV 8.8% -8% 2% 15% 8% 2 -1.0% -1.0% -0.6% Sell 0%
ACWV GL:MV 0.9% -16% -16% -14% -15% 3 -3.0% -3.5% -3.1% Sell 0%
EFAV DM:MV 2.2% -19% -15% -5% -10% 4 -3.2% -3.3% -2.8% Sell 0%
USMV US:MV 0.4% -20% -21% -22% -22% 5 -3.8% -4.4% -4.0% Sell 212 2.8% 9%
FDLO US:LV 0.2% -28% -31% -30% -30% 6 -5.4% -5.9% -5.3% Sell 0%
FQAL US:Qal 0.8% -36% -36% -27% -32% 7 -6.4% -6.8% -6.0% Sell 0%
FDMO US:Mo 0.6% -44% -44% -29% -36% 8 -7.4% -7.7% -6.8% Sell 0%

5-QAR    Asset   63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 50/120 40/120 30/120 Status: HeldD (Pos) (N)
ILF
LA:LCV 7.7% 18% 0% 9% 4% 1 0.7% 0.9% 1.1% BUY 0%
AOM GL:Mod 0.6% 2% 3% 4% 3% 2 0.2% 0.3% 0.3% HTD 0%
SHY US:STT 7.2% -10% 1% 9% 5% 3 -1.2% -1.2% -1.4% Sell 0%
IPAC PAC:BMC 2.0% -31% -32% -16% -24% 4 -4.0% -4.5% -5.1% Sell 0%
IEUR EUR:BMC 1.4% -40% -38% -24% -31% 5 -5.3% -6.0% -6.6% Sell 0%
ITOT USA:BMC 0.4% -41% -41% -32% -37% 6 -5.2% -5.9% -6.9% Sell 0%

6-QTAR  Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(4)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 40/120 30/120 24/120 Status: HeldD (Pos) (Adj)
ILF
LA:EM 7.7% 18% 0% 9% 4% 1 0.9% 1.5% 2.8% BUY 0%
REM US:MRE 1.6% -21% -13% -17% -15% 2 -2.9% -4.1% -4.4% Sell 0%
FCOM US:CS 1.6% -16% -19% -12% -16% 3 -2.4% -3.2% -3.3% Sell 0%
HDV US:HD -1.3% -16% -21% -28% -24% 4 -2.3% -3.9% -4.4% Sell 52 -6.5% 8%
IHI US:MD 4.7% -27% -27% -14% -20% 5 -3.2% -4.5% -4.7% Sell 0%
FHLC US:HC 1.2% -27% -31% -25% -28% 6 -3.5% -5.2% -5.7% Sell 0%
DGRO US:DG 1.6% -29% -29% -26% -27% 7 -4.1% -5.5% -5.7% Sell 0%
ICVT US:CB 1.2% -33% -30% -23% -27% 8 -4.6% -5.6% -5.8% Sell 0%
DSI US:Soc 3.1% -33% -31% -19% -25% 9 -4.7% -5.9% -6.0% Sell 0%
IGV NA:T-S 7.5% -37% -28% 0% -14% 10 -4.4% -4.9% -4.8% Sell 0%
IUSV US:BMV 0.8% -36% -37% -33% -35% 11 -5.3% -6.8% -7.0% Sell 0%
SUSA US:ESG 1.5% -36% -37% -29% -33% 12 -5.2% -6.7% -7.0% Sell 0%
FDIS US:CD 2.8% -39% -35% -23% -29% 13 -5.5% -6.6% -6.6% Sell 0%
OEF US:LCB -0.9% -39% -42% -34% -38% 14 -5.6% -7.0% -7.3% Sell 0%
EUSA US:EW 1.4% -41% -39% -31% -35% 15 -6.0% -7.4% -7.6% Sell 0%
IVW US:LCG 0.0% -41% -41% -29% -35% 16 -5.6% -6.9% -7.2% Sell 0%
IUSG US:BMG 0.0% -42% -42% -29% -36% 17 -5.8% -7.1% -7.4% Sell 0%
IHF US:HCP -4.2% -41% -54% -70% -62% 18 -5.9% -9.0% -10.3% Sell 0%
ONEQ GL:BMC 0.4% -49% -47% -31% -39% 19 -6.9% -8.1% -8.4% Sell 0%
IGM NA:Tec 1.9% -51% -47% -25% -36% 20 -6.9% -7.9% -8.1% Sell 0%
Print the post Back To Top
No. of Recommendations: 2
Quant Asset Rotation & Allocation
Universe : Index MF's and ETF's. Inverse/Leveraged/ETNs are excluded.
Selection : 1- Asset Allocation MF's, 2- Asset Allocation, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- Comm-Free/WWL

  Trends      PO's     PO's    PO's   PO's   MAC(10M)  MAC(10M)  MAC(10M)  Other_MAC  Other_MAC  Other_MAC   Other_MAC
02/01/19 Status: Last_Chg Inter Slow Status: Last_Chg Ratio Last_Chg Last_MAC First_Chg First_MAC
SP600
Bullish 01/23/19 2.5% -0.6% BEARish 11/06/18 -5.8% Bullish (TP,50d) BEARish (4w,9w,18w)
SP400 Bullish 02/01/19 0.2% -3.6% BEARish 11/06/18 -3.7% Bullish (TP,50d) BEARish (4w,9w,18w)
SP500EW BEARish 10/31/18 -5.2% -6.6% BEARish 11/06/18 -0.9% Bullish (TP,50d) BEARish (4w,9w,18w)
SP3200 BEARish 11/20/18 -7.1% -6.4% BEARish 01/03/19 -1.6% Bullish (TP,50d) BEARish (4w,9w,18w)
SP500 BEARish 12/14/18 -4.05 -4.26 BEARish 12/07/18 -2.1% Bullish (TP,50d) BEARish (4w,9w,18w)
Ca_Alloc = 60% 100% 80%

        QAR - Summary          Vested  Pos-1  Pos-2   Pos-3   Pos-4  Sell    Buy   Sold*    Bot   HeldD   ROI    YTD   TR1y
1- RS(5,3),RS(7,5),PO(42/210) 27% - FAUMX - - - FUAMX FSKAX FAUMX 2 0.2% -0.1% -6%
2- RS(5,4),RS(6,5),PO(42/210) 16% IUSB - - - - - - IUSB 1 -0.4% -0.1% -6%
3- RS(4,3),RS(5,4),PO(42/126) 12% - FUTY - - - TLT - - 158 2.6% 4.0% -16%
4- RS(4,3),RS(5,4),PO(25/125) 6% - - - - USMV EEMV - - 219 4.8% 4.0% -16%
5- RS(4,3),RS(5,4),PO(40/120) 9% - SHY - - - ILF - SHY 3 -0.1% 1.9% -25%
6- RS(4,3),RS(5,4),PO(30/120) 7% - - HDV - HDV DVYE - - 59 -3.5% 5.5% -9%
--- --- --- --- --- --- --- --- --- --- --- --- --- ---
Portfolio Totals (%Alloc) = 13% 8 74 0.6% 3.0% -12%
BenchMark (Cash_Alloc) = 60% FFNOX VL1700 SP1500 EAFE AGG 60%-Eq 40%-FI 11 B&H - 8.5% -5%

1-QTAA      BM      63d     7m      5m      3m   (5,3)  (7,5)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Index %G/L RRS147 RRS105 RRS63 RS *RS* 52/210 42/210 35/210 Status: HeldD (Pos) (Adj)
FUAMX
BB:ITT 3.3% 2% 8% 16% 12% 1 0.9% 1.3% 1.5% BUY 0%
FAUMX Muni 1.5% 0% 2% 7% 5% 2 0.2% 0.3% 0.4% HTD 2 0.2% 27%
FFNOX AA:GL -0.3% -21% -33% -27% -30% 3 -5.0% -5.6% -6.4% Sell 0%
FXAIX SP:500 0.3% -21% -38% -31% -34% 4 -4.7% -5.4% -6.4% Sell 0%
FSPSX MSCI:EAFE -0.1% -29% -36% -25% -30% 5 -7.9% -8.6% -9.3% Sell 0%
FSMAX DJ:CTSM -3.0% -43% -63% -56% -60% 6 -9.6% -10.9% -12.5% Sell 0%

2-QTAA  Asset   63d     6m      5m      4m   (5,4)  (6,5)  PO(s)   PO(5)   PO(f)   Criteria  Days  %G/L   Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS *RS* 52/210 42/210 35/210 Status: Held ROI (Adj)
IUSB
GL:TB 2.1% 0% 2% 7% 4% 1 -0.1% 0.1% 0.3% HTD 1 -0.4% 16%
AOK GL:Con 1.7% -8% -8% -3% -5% 2 -1.9% -1.9% -2.0% Sell 0%
AOM GL:Mod 1.8% -11% -11% -6% -8% 3 -2.4% -2.6% -2.7% Sell 0%
AOR GL:Gro 1.3% -17% -18% -12% -15% 4 -3.7% -4.0% -4.2% Sell 0%
AOA GL:Agr 1.2% -23% -25% -18% -22% 5 -4.8% -5.3% -5.7% Sell 0%
IDEV Int:DM 0.4% -30% -32% -25% -28% 6 -7.9% -8.5% -8.8% Sell 0%
EQAL US:EW 1.7% -32% -37% -29% -33% 7 -5.7% -6.4% -7.1% Sell 0%

3-QAR   Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 63/126 42/126 31/126 Status: HeldD (Pos) (Adj)
TLT
US:LTT 6.5% 10% 26% 35% 30% 1 0.2% 1.9% 2.6% BUY 0%
FUTY US:Ut 2.1% 0% -3% -13% -8% 2 0.5% 0.2% -1.2% HTD 158 2.6% 12%
FREL US:RE 6.1% -11% 2% -7% -3% 3 -1.4% -2.0% -3.1% Sell 0%
QQEW GL:EW 5.4% -27% -16% -8% -12% 4 -3.5% -4.4% -5.0% Sell 0%
IEFA DM:BMC -0.1% -33% -26% -18% -22% 5 -4.1% -5.4% -5.9% Sell 0%
RSP US:EW 1.6% -34% -26% -24% -25% 6 -3.8% -5.4% -6.3% Sell 0%

4-QAR   Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 31/125 25/125 21/125 Status: HeldD (Pos) (Adj)
EEMV
EM:MV 7.6% -2% 11% 14% 13% 1 -0.4% 0.2% 0.7% BUY 0%
FBND US:TB 2.3% 1% 5% 9% 7% 2 0.4% 0.5% 0.7% BUY 0%
EFAV DM:MV 2.1% -15% -8% -3% -6% 3 -2.7% -2.1% -1.6% Sell 0%
ACWV GL:MV 2.0% -14% -11% -13% -12% 4 -3.0% -2.4% -1.9% Sell 0%
USMV US:MV 1.4% -18% -16% -20% -18% 5 -3.8% -3.2% -2.7% Sell 219 4.8% 6%
FDLO US:LV 0.3% -26% -25% -26% -25% 6 -5.1% -4.4% -3.8% Sell 0%
FQAL US:Qal 0.0% -33% -28% -22% -25% 7 -5.9% -5.0% -4.3% Sell 0%
FDMO US:Mo -0.3% -40% -33% -22% -27% 8 -6.8% -5.7% -4.9% Sell 0%

5-QAR    Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 50/120 40/120 30/120 Status: HeldD (Pos) (N)
ILF
LA:LCV 7.3% 20% 3% 24% 13% 1 1.3% 1.7% 2.4% BUY 0%
SHY US:STT 0.6% 2% 3% 4% 4% 2 0.2% 0.3% 0.4% HTD 3 -0.1% 9%
AOM GL:Mod 1.8% -11% -6% -2% -4% 3 -1.6% -1.8% -1.8% Sell 0%
IPAC PAC:BMC 0.7% -27% -22% -14% -18% 4 -3.7% -4.4% -4.7% Sell 0%
IEUR EUR:BMC -0.1% -35% -26% -18% -22% 5 -4.9% -5.6% -5.7% Sell 0%
ITOT USA:BMC -0.1% -38% -32% -26% -29% 6 -5.1% -6.0% -6.5% Sell 0%

6-QTAR  Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(4)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 40/120 30/120 24/120 Status: HeldD (Pos) (Adj)
DVYE
EM:HD 10.8% 4% 16% 22% 19% 1 0.4% 0.8% 2.1% BUY 0%
REM US:MRE 1.9% -17% -7% -12% -10% 2 -2.9% -3.5% -2.4% Sell 0%
HDV US:HD 0.7% -16% -19% -29% -24% 3 -2.8% -3.9% -3.2% Sell 59 -3.5% 7%
IHI US:MD 4.5% -24% -15% -10% -12% 4 -3.4% -3.9% -2.6% Sell 0%
IGV NA:T-S 5.8% -30% -11% 9% -1% 5 -3.9% -3.8% -2.2% Sell 0%
DGRO US:DG 0.7% -27% -22% -24% -23% 6 -4.4% -5.0% -4.0% Sell 0%
ICVT US:CB 1.2% -29% -21% -18% -20% 7 -4.5% -4.9% -3.9% Sell 0%
FHLC US:HC 1.6% -26% -24% -25% -25% 8 -4.0% -5.1% -4.2% Sell 0%
DSI US:Soc 2.2% -29% -21% -15% -18% 9 -4.7% -5.1% -3.9% Sell 0%
FDIS US:CD 0.7% -35% -24% -17% -20% 10 -5.4% -5.7% -4.1% Sell 0%
SUSA US:ESG 0.6% -33% -28% -26% -27% 11 -5.3% -6.0% -4.9% Sell 0%
IUSV US:BMV 0.4% -32% -29% -28% -29% 12 -5.5% -6.0% -4.8% Sell 0%
EUSA US:EW 1.4% -37% -28% -24% -26% 13 -6.0% -6.4% -5.1% Sell 0%
IVW US:LCG -0.7% -37% -32% -24% -28% 14 -5.7% -6.3% -5.2% Sell 0%
OEF US:LCB -1.5% -36% -34% -29% -31% 15 -5.7% -6.4% -5.3% Sell 0%
IUSG US:BMG -0.6% -38% -32% -24% -28% 16 -5.8% -6.5% -5.4% Sell 0%
IGM NA:Tec 0.7% -45% -33% -14% -23% 17 -6.5% -6.9% -5.6% Sell 0%
ONEQ GL:BMC -0.6% -44% -35% -23% -29% 18 -6.7% -7.3% -6.0% Sell 0%
IHF US:HCP -5.5% -41% -51% -69% -60% 19 -7.0% -9.2% -8.8% Sell 0%
ITA US:A&D 1.6% -51% -48% -31% -39% 20 -7.8% -8.2% -6.9% Sell 0%
Print the post Back To Top
No. of Recommendations: 2
Quant Asset Rotation & Allocation
Universe : Index MF's and ETF's. Inverse/Leveraged/ETNs are excluded.
Selection : 1- Asset Allocation MF's, 2- Asset Allocation, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- Comm-Free/WWL

  Trends      PO's     PO's    PO's   PO's   MAC(10M)  MAC(10M)  MAC(10M)  Other_MAC   Other_MAC   Other_MAC   Other_MAC
02/08/19 Status: Last_Chg Inter Slow Status: Last_Chg Ratio Last_Chg Last_MAC First_Chg First_MAC
SP600
Bullish 01/23/19 3.9% 1.1% BEARish 11/06/18 -5.8% Bullish (TP,50d) BEARish (4w,9w,18w)
SP400 Bullish 02/01/19 2.0% -1.2% BEARish 11/06/18 -3.1% Bullish (TP,50d) BEARish (4w,9w,18w)
SP500EW BEARish 10/31/18 -2.9% -4.7% BEARish 11/06/18 -0.9% Bullish (4w,9w,18w) BEARish (TP,43w)
SP3200 BEARish 11/20/18 -6.4% -6.1% BEARish 01/03/19 -1.8% Bullish (TP,50d) BEARish (4w,9w,18w)
SP500 BEARish 12/14/18 -3.24 -4.06 BEARish 12/07/18 -1.1% Bullish (4w,9w,18w) BEARish (TP,43w)
Ca_Alloc = 60% 100% 64%

        QAR - Summary          Vested  Pos-1  Pos-2   Pos-3   Pos-4  Sell    Buy   Sold*    Bot   HeldD   ROI   YTD   TR1y
1- RS(5,3),RS(7,5),PO(42/210) 27% - FAUMX - - - FUAMX FSKAX FAUMX 9 0.4% 0.2% 4%
2- RS(5,4),RS(6,5),PO(42/210) 16% IUSB - - - - - - IUSB 8 0.0% 0.2% 4%
3- RS(4,3),RS(5,4),PO(42/126) 12% - - FUTY - FUTY TLT - - 165 4.7% 4.6% 1%
4- RS(4,3),RS(5,4),PO(25/125) 54% - FBND - - USMV - - FBND 115 0.9% 4.6% 1%
5- RS(4,3),RS(5,4),PO(40/120) 55% - SHY AOK - - - - SHY 7 -0.3% 0.2% -14%
6- RS(4,3),RS(5,4),PO(30/120) 16% DVYE - - - HDV - - DVYE 35 -2.2% 3.0% 6%
--- --- --- --- --- --- --- --- --- --- --- --- --- ---
Portfolio Totals (%Alloc) = 30% 11 55 0.7% 2.6% -1%
BenchMark (Cash_Alloc) = 60% FFNOX VL1700 SP1500 EAFE AGG 60%-Eq 40%-FI 11 B&H - 8.4% -1%

1-QTAA      BM      63d     7m      5m      3m   (5,3)  (7,5)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Index %G/L RRS147 RRS105 RRS63 RS *RS* 52/210 42/210 35/210 Status: HeldD (Pos) (Adj)
FUAMX
BB:ITT 3.8% 3% 9% 15% 12% 1 1.1% 1.5% 1.7% BUY 0%
FAUMX Muni 1.9% 0% 3% 7% 5% 2 0.3% 0.4% 0.5% HTD 9 0.4% 27%
FFNOX AA:GL -2.5% -22% -30% -18% -24% 3 -5.0% -5.8% -6.1% Sell 0%
FXAIX SP:500 -2.3% -22% -33% -19% -26% 4 -4.8% -5.6% -6.1% Sell 0%
FSPSX MSCI:EAFE -3.3% -28% -32% -15% -24% 5 -7.8% -8.6% -8.8% Sell 0%
FSMAX DJ:CTSM -5.4% -43% -56% -38% -47% 6 -9.8% -11.3% -12.2% Sell 0%

2-QTAA  Asset    63d     6m      5m      4m   (5,4)  (6,5)  PO(s)   PO(5)   PO(f)   Criteria  Days  %G/L  Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS *RS* 52/210 42/210 35/210 Status: Held ROI (Adj)
IUSB
GL:TB 2.8% 1% 4% 8% 6% 1 0.1% 0.3% 0.5% HTD 8 0.0% 16%
AOK GL:Con 0.6% -7% -6% 1% -2% 2 -1.7% -1.7% -1.7% Sell 0%
AOM GL:Mod 0.2% -10% -9% -1% -5% 3 -2.3% -2.4% -2.4% Sell 0%
AOR GL:Gro -0.9% -15% -15% -5% -10% 4 -3.5% -3.8% -3.8% Sell 0%
AOA GL:Agr -2.2% -21% -21% -10% -15% 5 -4.7% -5.1% -5.1% Sell 0%
EQAL US:EW -2.1% -30% -31% -16% -24% 6 -5.5% -6.3% -6.3% Sell 0%

3-QAR   Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 63/126 42/126 31/126 Status: HeldD (Pos) (Adj)
TLT
US:LTT 8.7% 14% 26% 30% 28% 1 0.6% 2.2% 2.6% BUY 0%
FREL US:RE 4.8% -3% 8% 3% 5% 2 -0.9% -1.8% -1.5% Sell 0%
FUTY US:Ut 1.5% 2% -2% -12% -7% 3 0.6% -0.1% -1.0% Sell 165 4.7% 12%
QQEW GL:EW 1.1% -20% -1% 9% 4% 4 -3.1% -3.8% -2.7% Sell 0%
RSP US:EW -2.2% -28% -15% -10% -12% 5 -3.5% -5.1% -4.4% Sell 0%
IEFA DM:BMC -4.2% -29% -16% -7% -12% 6 -3.9% -5.0% -4.3% Sell 0%

4-QAR   Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 31/125 25/125 21/125 Status: HeldD (Pos) (Adj)
EEMV
EM:MV 2.9% 2% 18% 19% 19% 1 0.7% 1.5% 2.0% BUY 0%
FBND US:TB 2.8% 3% 7% 11% 9% 2 0.6% 0.8% 0.9% HTD 4 0.3% 48%
EFAV DM:MV -0.4% -13% -2% 1% 0% 3 -1.7% -1.0% -0.8% Sell 0%
ACWV GL:MV -0.7% -12% -5% -8% -6% 4 -2.0% -1.2% -0.8% Sell 0%
USMV US:MV -0.8% -15% -9% -12% -11% 5 -2.6% -1.7% -1.2% Sell 226 5.9% 6%
FDLO US:LV -2.3% -22% -15% -15% -15% 6 -3.7% -2.7% -2.1% Sell 0%
FQAL US:Qal -2.8% -28% -17% -10% -13% 7 -4.3% -3.2% -2.6% Sell 0%
FDMO US:Mo -3.9% -34% -19% -7% -13% 8 -4.9% -3.6% -3.0% Sell 0%

5-QAR    Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 50/120 40/120 30/120 Status: HeldD (Pos) (N)
ILF
LA:LCV 0.4% 18% 9% 43% 26% 1 1.8% 2.6% 3.8% BUY 0%
SHY US:STT 1.0% 2% 3% 4% 4% 2 0.3% 0.4% 0.4% HTD 10 0.1% 9%
AOK GL:Con 0.6% -6% 1% 4% 3% 3 -0.9% -0.9% -0.9% HTD 3 -0.3% 46%
IPAC PAC:BMC -3.7% -25% -13% -7% -10% 4 -3.4% -4.0% -4.0% Sell 0%
IEUR EUR:BMC -4.3% -30% -16% -6% -11% 5 -4.6% -4.9% -4.7% Sell 0%
ITOT USA:BMC -3.5% -32% -20% -12% -16% 6 -4.6% -5.5% -5.4% Sell 0%

6-QTAR  Asset     63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(4)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 40/120 30/120 24/120 Status: HeldD (Pos) (Adj)
DVYE
EM:HD 5.0% 10% 24% 32% 28% 1 1.1% 2.5% 3.9% HTD 4 -1.2% 9%
REM US:MRE 0.9% -11% -2% -4% -3% 2 -2.7% -1.8% -0.8% Sell 0%
IGV NA:T-S 5.1% -21% 7% 30% 19% 3 -2.9% -1.2% 0.5% Sell 0%
IHI US:MD 0.1% -19% -4% 2% -1% 4 -3.1% -2.1% -0.7% Sell 0%
HDV US:HD -2.5% -15% -13% -22% -18% 5 -3.0% -2.7% -2.0% Sell 66 -3.5% 7%
DSI US:Soc -1.4% -24% -10% -4% -7% 6 -4.1% -3.1% -1.9% Sell 0%
ICVT US:CB -1.4% -23% -12% -4% -8% 7 -4.0% -3.2% -2.1% Sell 0%
DGRO US:DG -2.7% -23% -13% -14% -14% 8 -4.1% -3.4% -2.4% Sell 0%
FHLC US:HC -4.4% -23% -17% -20% -18% 9 -4.2% -3.7% -2.7% Sell 0%
FDIS US:CD -4.6% -29% -13% -4% -9% 10 -4.9% -3.5% -2.2% Sell 0%
SUSA US:ESG -2.9% -28% -16% -13% -15% 11 -4.9% -4.1% -2.9% Sell 0%
EUSA US:EW -2.3% -31% -16% -9% -13% 12 -5.4% -4.2% -2.8% Sell 0%
IUSV US:BMV -3.6% -28% -19% -15% -17% 13 -5.1% -4.1% -2.8% Sell 0%
IGM NA:Tec -1.5% -36% -15% 6% -5% 14 -5.6% -4.4% -3.0% Sell 0%
IVW US:LCG -3.8% -32% -19% -10% -15% 15 -5.3% -4.5% -3.4% Sell 0%
IUSG US:BMG -3.8% -33% -20% -11% -15% 16 -5.4% -4.6% -3.5% Sell 0%
OEF US:LCB -4.9% -32% -23% -16% -19% 17 -5.4% -4.6% -3.6% Sell 0%
ONEQ GL:BMC -3.7% -37% -20% -6% -13% 18 -6.0% -5.0% -3.6% Sell 0%
ITA US:A&D -0.3% -43% -27% -5% -16% 19 -6.7% -5.5% -3.8% Sell 0%
IHF US:HCP -11.8% -40% -45% -59% -52% 20 -7.5% -7.8% -6.7% Sell 0%
Print the post Back To Top
No. of Recommendations: 2
Quant Asset Rotation & Allocation
Universe : Index MF's and ETF's. Inverse/Leveraged/ETNs are excluded.
Selection : 1- Asset Allocation MF's, 2- Asset Allocation, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- Comm-Free/WWL

  Trends      PO's     PO's    PO's   PO's   MAC(10M)  MAC(10M)  MAC(10M)  Other_MAC   Other_MAC   Other_MAC  Other_MAC
02/15/19 Status: Last_Chg Inter Slow Status: Last_Chg Ratio Last_Chg Last_MAC First_Chg First_MAC
SP600
Bullish 01/23/19 5.8% 2.6% BEARish 11/06/18 -1.8% Bullish (4w,9w,18w) BEARish (TP,21w)
SP400 Bullish 02/01/19 3.4% 0.8% BEARish 11/06/18 0.2% Bullish (TP,21w) BEARish (TP,43w)
SP500EW BEARish 10/31/18 -1.2% -2.7% BEARish 11/06/18 2.0% Bullish (TP,21w) BEARish (TP,43w)
SP3200 BEARish 11/20/18 -4.6% -5.5% BEARish 01/03/19 1.0% Bullish (TP,21w) BEARish (TP,43w)
SP500 BEARish 12/14/18 -2.02 -3.65 Bullish 02/15/19 0.4% Bullish (TP,43w) Bullish (TP,50d)
Ca_Alloc = 60% 80% 36%

        QAR - Summary          Vested  Pos-1  Pos-2   Pos-3   Pos-4  Sell    Buy   Sold*    Bot   HeldD   ROI    YTD   TR1y
1- RS(5,3),RS(7,5),PO(42/210) 27% - FAUMX - - - - FSKAX FAUMX 16 0.5% 0.4% -3%
2- RS(5,4),RS(6,5),PO(42/210) 16% IUSB - - - - - - IUSB 15 0.1% 0.4% -3%
3- RS(4,3),RS(5,4),PO(42/126) 58% TLT - FUTY - FUTY - - TLT 88 1.2% 3.7% -7%
4- RS(4,3),RS(5,4),PO(25/125) 54% - FBND - - USMV - - FBND 122 1.1% 3.7% -7%
5- RS(4,3),RS(5,4),PO(40/120) 55% - SHY AOK - - - - SHY 14 0.3% 0.9% -21%
6- RS(4,3),RS(5,4),PO(30/120) 17% DVYE - - - HDV IGV - DVYE 28 -1.6% 3.7% -4%
--- --- --- --- --- --- --- --- --- --- --- --- --- ---
Portfolio Totals (%Alloc) = 38% 12 51 1.1% 2.7% -7%
BenchMark (Cash_Alloc) = 60% FFNOX VL1700 SP1500 EAFE AGG 60%-Eq 40%-FI 11 B&H - 10.4% 0%

1-QTAA      BM      63d     7m      5m      3m   (5,3)  (7,5)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Index %G/L RRS147 RRS105 RRS63 RS *RS* 52/210 42/210 35/210 Status: HeldD (Pos) (Adj)
FUAMX
BB:ITT 3.3% 4% 10% 12% 11% 1 1.4% 1.6% 1.8% BUY 0%
FAUMX Muni 1.8% 1% 4% 7% 5% 2 0.4% 0.5% 0.6% HTD 16 0.5% 27%
FFNOX AA:GL -0.2% -21% -26% -5% -15% 3 -4.9% -5.6% -5.4% Sell 0%
FXAIX SP:500 0.3% -22% -28% -1% -15% 4 -4.6% -5.4% -4.9% Sell 0%
FSPSX MSCI:EAFE -1.3% -28% -29% -4% -17% 5 -7.6% -8.2% -7.7% Sell 0%
FSMAX DJ:CTSM -1.1% -41% -47% -13% -30% 6 -9.8% -11.2% -10.4% Sell 0%

2-QTAA  Asset   63d     6m      5m      4m   (5,4)  (6,5)  PO(s)   PO(5)   PO(f)   Criteria  Days  %G/L  Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS *RS* 52/210 42/210 35/210 Status: Held ROI (Adj)
IUSB
GL:TB 2.6% 2% 5% 9% 7% 1 0.3% 0.5% 0.7% HTD 15 0.1% 16%
AOK GL:Con 2.3% -6% -3% 3% 0% 2 -1.5% -1.5% -1.2% Sell 0%
AOM GL:Mod 2.4% -9% -6% 2% -2% 3 -2.0% -2.1% -1.7% Sell 0%
AOR GL:Gro 2.5% -14% -11% -1% -6% 4 -3.2% -3.4% -2.9% Sell 0%
AOA GL:Agr 2.5% -19% -17% -4% -10% 5 -4.4% -4.6% -4.0% Sell 0%
EQAL US:EW 4.8% -27% -23% -6% -15% 6 -5.2% -5.6% -4.4% Sell 0%

3-QAR   Asset   63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 63/126 42/126 31/126 Status: HeldD (Pos) (Adj)
TLT
US:LTT 6.9% 18% 27% 25% 26% 1 1.2% 2.5% 2.6% HTD 3 0.3% 46%
FREL US:RE 5.9% 5% 12% 16% 14% 2 -0.6% -1.3% 0.5% Sell 0%
FUTY US:Ut 2.4% 4% -1% -5% -3% 3 0.5% -0.5% -0.2% Sell 172 4.8% 12%
QQEW GL:EW 8.4% -11% 8% 28% 18% 4 -2.6% -2.8% -0.5% Sell 0%
RSP US:EW 3.9% -21% -6% 9% 2% 5 -3.4% -4.4% -2.4% Sell 0%
IEFA DM:BMC 1.2% -26% -9% 4% -3% 6 -3.7% -4.4% -3.0% Sell 0%

4-QAR   Asset   63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 31/125 25/125 21/125 Status: HeldD (Pos) (Adj)
EEMV
EM:MV 4.6% 5% 19% 20% 20% 1 1.4% 2.1% 2.4% BUY 0%
FBND US:TB 2.7% 4% 8% 12% 10% 2 0.9% 1.0% 1.2% HTD 11 0.3% 48%
EFAV DM:MV 2.3% -10% 2% 6% 4% 3 -0.9% -0.5% -0.3% Sell 0%
ACWV GL:MV 2.4% -9% -2% 1% 0% 4 -1.0% -0.4% 0.1% Sell 0%
USMV US:MV 2.8% -11% -4% 1% -1% 5 -1.3% -0.5% 0.1% Sell 233 7.7% 6%
FDLO US:LV 2.2% -17% -9% 2% -3% 6 -2.2% -1.3% -0.6% Sell 0%
FQAL US:Qal 2.2% -22% -8% 7% -1% 7 -2.6% -1.7% -1.2% Sell 0%
FDMO US:Mo 3.6% -27% -9% 14% 2% 8 -3.1% -2.0% -1.5% Sell 0%

5-QAR    Asset   63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 50/120 40/120 30/120 Status: HeldD (Pos) (N)
ILF
LA:LCV 9.8% 15% 16% 52% 34% 1 1.9% 3.3% 5.2% BUY 0%
SHY US:STT 0.8% 3% 3% 3% 3% 2 0.3% 0.4% 0.5% HTD 17 0.0% 9%
AOK GL:Con 2.3% -3% 3% 8% 6% 3 -0.7% -0.6% -0.3% HTD 10 0.4% 46%
IPAC PAC:BMC 2.1% -22% -7% 2% -2% 4 -3.3% -3.5% -2.6% Sell 0%
IEUR EUR:BMC 0.9% -26% -9% 7% -1% 5 -4.2% -4.0% -3.2% Sell 0%
ITOT USA:BMC 3.2% -26% -11% 6% -2% 6 -4.4% -4.6% -3.4% Sell 0%

6-QTAR  Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(4)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 40/120 30/120 24/120 Status: HeldD (Pos) (Adj)
DVYE
EM:HD 7.3% 13% 27% 37% 32% 1 1.8% 3.8% 4.7% HTD 11 -1.7% 9%
IGV NA:T-S 15.4% -8% 20% 53% 37% 2 -1.5% 1.3% 2.6% BUY 0 0%
REM US:MRE -0.2% -6% 0% 5% 3% 3 -2.2% -0.4% 0.3% Sell 0%
IHI US:MD 9.3% -12% 5% 21% 13% 4 -2.3% -0.2% 1.0% Sell 0%
DSI US:Soc 4.6% -18% -1% 13% 6% 5 -3.2% -1.3% -0.5% Sell 0%
HDV US:HD 1.4% -12% -9% -9% -9% 6 -2.7% -1.5% -1.0% Sell 73 -1.5% 7%
ICVT US:CB 4.1% -17% -4% 12% 4% 7 -3.2% -1.5% -0.7% Sell 0%
DGRO US:DG 2.4% -18% -7% 1% -3% 8 -3.4% -1.8% -1.1% Sell 0%
FDIS US:CD 2.0% -22% -6% 14% 4% 9 -3.9% -1.7% -1.1% Sell 0%
EUSA US:EW 4.2% -23% -6% 11% 2% 10 -4.3% -2.0% -1.0% Sell 0%
SUSA US:ESG 3.4% -22% -8% 5% -2% 11 -4.1% -2.2% -1.3% Sell 0%
IGM NA:Tec 7.6% -27% -3% 28% 12% 12 -4.4% -2.2% -1.1% Sell 0%
FHLC US:HC 2.8% -20% -11% -7% -9% 13 -3.8% -2.3% -1.6% Sell 0%
IUSV US:BMV 1.9% -23% -11% 3% -4% 14 -4.1% -2.2% -1.3% Sell 0%
IVW US:LCG 3.5% -26% -11% 8% -1% 15 -4.5% -2.7% -1.9% Sell 0%
IUSG US:BMG 3.5% -27% -11% 8% -2% 16 -4.6% -2.8% -2.0% Sell 0%
ONEQ GL:BMC 4.5% -29% -10% 15% 2% 17 -5.0% -2.9% -2.0% Sell 0%
OEF US:LCB 1.5% -27% -15% 1% -7% 18 -4.7% -3.0% -2.3% Sell 0%
ITA US:A&D 7.8% -34% -10% 26% 8% 19 -5.3% -2.6% -1.1% Sell 0%
FTEC US:IT 6.3% -33% -13% 17% 2% 20 -5.6% -3.6% -2.4% Sell 0%
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No. of Recommendations: 2
  Trends      PO's     PO's    PO's   PO's   MAC(10M)  MAC(10M)  MAC(10M)  Other_MAC  Other_MAC  Other_MAC  Other_MAC
02/22/19 Status: Last_Chg Inter Slow Status: Last_Chg Ratio Last_Chg Last_MAC First_Chg First_MAC
SP600
Bullish 01/23/19 7.1% 4.2% BEARish 11/06/18 -0.4% Bullish (TP,21w) BEARish (TP,43w)
SP400 Bullish 02/01/19 4.6% 2.4% Bullish 02/22/19 1.2% Bullish (TP,43w) Bullish (TP,50d)
SP500EW Bullish 02/22/19 0.1% -1.4% Bullish 02/19/19 2.7% Bullish (TP,43w) Bullish (TP,50d)
SP3200 BEARish 11/20/18 -3.3% -4.2% Bullish 02/22/19 1.6% Bullish (TP,43w) Bullish (TP,50d)
SP500 BEARish 12/14/18 -0.90 -3.10 Bullish 02/15/19 1.5% Bullish (TP,43w) Bullish (TP,50d)
Ca_Alloc = 40% 20% 8%
        QAR - Summary          Vested  Pos-1  Pos-2   Pos-3   Pos-4  Sell    Buy   Sold*    Bot   HeldD  ROI    YTD   TR1y
1- RS(5,3),RS(7,5),PO(42/210) 18% - FAUMX - - - - FSKAX FAUMX 23 0.6% 0.5% -2%
2- RS(5,4),RS(6,5),PO(42/210) 11% IUSB - - - - - - IUSB 22 0.2% 0.5% -2%
3- RS(4,3),RS(5,4),PO(42/126) 39% TLT - - FUTY FUTY - - TLT 95 1.4% 3.5% -5%
4- RS(4,3),RS(5,4),PO(25/125) 36% - FBND - - USMV - - FBND 129 1.4% 3.5% -5%
5- RS(4,3),RS(5,4),PO(40/120) 55% - SHY AOK - - - - SHY 21 0.8% 1.3% -20%
6- RS(4,3),RS(5,4),PO(30/120) 18% DVYE IGV - - HDV IHI - DVYE 25 0.1% 5.5% -2%
--- --- --- --- --- --- --- --- --- --- --- --- --- ---
Portfolio Totals (%Alloc) = 29% 13 53 1.7% 6.1% -5%
BenchMark (Cash_Alloc) = 40% FFNOX VL1700 SP1500 EAFE AGG 60%-Eq 40%-FI 11 B&H - 11.5% 1%

1-QTAA      BM     63d     7m      5m      3m   (5,3)  (7,5)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Index %G/L RRS147 RRS105 RRS63 RS *RS* 52/210 42/210 35/210 Status: HeldD (Pos) (Adj)
FUAMX
BB:ITT 2.4% 5% 11% 11% 11% 1 1.5% 1.7% 1.8% BUY 0%
FAUMX Muni 1.7% 1% 5% 6% 6% 2 0.5% 0.6% 0.7% HTD 23 0.6% 18%
FFNOX AA:GL 1.7% -20% -21% 6% -7% 3 -4.9% -5.1% -4.4% Sell 0%
FXAIX SP:500 2.6% -21% -23% 13% -5% 4 -4.7% -4.8% -3.6% Sell 0%
FSPSX MSCI:EAFE 1.0% -26% -25% 7% -9% 5 -7.5% -7.5% -6.6% Sell 0%
FSMAX DJ:CTSM 1.6% -40% -39% 7% -16% 6 -9.8% -10.2% -8.6% Sell 0%

2-QTAA  Asset   63d     6m      5m      4m   (5,4)  (6,5)  PO(s)   PO(5)   PO(f)   Criteria  Days  %G/L  Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS *RS* 52/210 42/210 35/210 Status: Held ROI (Adj)
IUSB
GL:TB 2.6% 2% 6% 9% 8% 1 0.4% 0.7% 0.8% HTD 22 0.2% 11%
AOK GL:Con 3.5% -5% -1% 6% 2% 2 -1.3% -1.1% -0.7% Sell 0%
AOM GL:Mod 4.0% -7% -3% 5% 1% 3 -1.9% -1.7% -1.2% Sell 0%
AOR GL:Gro 4.4% -12% -7% 3% -2% 4 -3.1% -2.8% -2.1% Sell 0%
AOA GL:Agr 5.2% -16% -12% 2% -5% 5 -4.2% -3.9% -3.0% Sell 0%
EQAL US:EW 7.3% -23% -16% 4% -6% 6 -5.0% -4.5% -2.9% Sell 0%

3-QAR   Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 63/126 42/126 31/126 Status: HeldD (Pos) (Adj)
TLT
US:LTT 5.7% 19% 26% 21% 24% 1 1.5% 2.6% 2.5% HTD 10 0.0% 31%
FREL US:RE 6.6% 11% 16% 27% 21% 2 -0.3% -0.4% 2.1% Sell 0%
QQEW GL:EW 11.3% -4% 17% 41% 29% 3 -2.2% -1.5% 1.1% Sell 0%
FUTY US:Ut 4.0% 6% 2% 2% 2% 4 0.6% -0.3% 0.6% Sell 179 7.2% 8%
RSP US:EW 6.6% -14% 3% 24% 13% 5 -3.1% -3.2% -0.9% Sell 0%
IEFA DM:BMC 4.6% -20% -2% 15% 6% 6 -3.5% -3.5% -2.0% Sell 0%

4-QAR   Asset   63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 31/125 25/125 21/125 Status: HeldD (Pos) (Adj)
EEMV
EM:MV 6.8% 8% 21% 22% 21% 1 2.0% 2.5% 2.8% BUY 0%
FBND US:TB 2.7% 5% 9% 12% 11% 2 1.1% 1.2% 1.4% HTD 18 0.5% 32%
EFAV DM:MV 4.6% -6% 6% 12% 9% 3 -0.2% 0.1% 0.3% HTD 0%
ACWV GL:MV 4.1% -5% 3% 10% 6% 4 -0.1% 0.5% 0.8% Sell 0%
USMV US:MV 4.8% -6% 1% 13% 7% 5 -0.2% 0.6% 1.1% Sell 240 8.7% 4%
FDLO US:LV 5.2% -12% -2% 15% 7% 6 -0.9% 0.0% 0.6% Sell 0%
FQAL US:Qal 5.6% -16% -1% 20% 10% 7 -1.4% -0.6% -0.1% Sell 0%
FDMO US:Mo 8.8% -20% 0% 27% 13% 8 -1.6% -0.8% -0.4% Sell 0%

5-QAR    Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 50/120 40/120 30/120 Status: HeldD (Pos) (N)
ILF
LA:LCV 11.8% 15% 24% 60% 42% 1 2.3% 4.4% 5.9% BUY 0%
SHY US:STT 0.7% 3% 3% 3% 3% 2 0.4% 0.4% 0.4% HTD 24 0.1% 9%
AOK GL:Con 3.5% -1% 6% 11% 9% 3 -0.5% -0.2% 0.2% HTD 17 0.9% 46%
IPAC PAC:BMC 4.1% -17% -1% 11% 5% 4 -2.9% -2.4% -1.5% Sell 0%
IEUR EUR:BMC 4.9% -20% -2% 18% 8% 6 -3.5% -2.8% -1.9% Sell 0%
ITOT USA:BMC 6.2% -19% -2% 20% 9% 5 -3.9% -3.0% -1.9% Sell 0%

6-QTAR  Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(4)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 40/120 30/120 24/120 Status: HeldD (Pos) (Adj)
DVYE
EM:HD 9.1% 17% 30% 42% 36% 1 2.7% 4.5% 5.3% HTD 18 -1.1% 6%
IGV NA:T-S 21.7% 1% 32% 65% 49% 2 0.5% 3.0% 4.4% HTD 2 1.8% 6%
IHI US:MD 11.0% -5% 14% 33% 24% 3 -0.8% 1.3% 2.4% BUY 0 0%
REM US:MRE 1.5% -3% 2% 11% 6% 4 -1.1% 0.3% 0.8% HTD 0%
DSI US:Soc 7.5% -11% 6% 25% 16% 5 -1.8% -0.1% 0.8% Sell 0%
ICVT US:CB 6.5% -12% 3% 22% 12% 6 -1.9% -0.3% 0.4% Sell 0%
IGM NA:Tec 13.3% -19% 8% 41% 24% 7 -2.6% -0.5% 0.5% Sell 0%
DGRO US:DG 4.5% -12% -1% 14% 7% 8 -2.2% -0.7% 0.1% Sell 0%
EUSA US:EW 6.8% -16% 2% 26% 14% 9 -2.6% -0.5% 0.4% Sell 0%
HDV US:HD 2.5% -8% -5% 2% -1% 10 -1.8% -0.7% 0.0% Sell 80 -0.3% 5%
FDIS US:CD 8.3% -16% 2% 26% 14% 11 -2.3% -0.7% -0.1% Sell 0%
SUSA US:ESG 5.9% -16% 0% 18% 9% 12 -2.6% -0.9% 0.0% Sell 0%
ITA US:A&D 12.5% -23% 6% 48% 27% 13 -3.3% -0.5% 1.1% Sell 0%
IUSV US:BMV 3.9% -17% -3% 17% 7% 14 -2.7% -0.9% -0.1% Sell 0%
FHLC US:HC 2.8% -16% -5% 2% -1% 15 -2.7% -1.3% -0.8% Sell 0%
ONEQ GL:BMC 8.9% -22% 0% 27% 14% 16 -3.3% -1.4% -0.6% Sell 0%
IVW US:LCG 7.5% -20% -2% 20% 9% 17 -3.0% -1.4% -0.7% Sell 0%
IUSG US:BMG 7.4% -20% -2% 20% 9% 18 -3.1% -1.5% -0.7% Sell 0%
FTEC US:IT 12.0% -25% -1% 33% 16% 19 -3.8% -1.7% -0.5% Sell 0%
OEF US:LCB 4.7% -22% -7% 14% 3% 20 -3.3% -1.9% -1.2% Sell 0%
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No. of Recommendations: 3
Quant Asset Rotation & Allocation

Universe : Index MF's and ETF's. Inverse/Leveraged/ETNs are excluded.
Selection : 1- Asset Allocation(MF's), 2- Asset Allocation(ETF's), 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- Comm-Free/WWL

  Trends      PO's     PO's    PO's   PO's   MAC(10M)  MAC(10M)  MAC(10M)  Other_MAC  Other_MAC  Other_MAC  Other_MAC
03/01/19 Status: Last_Chg Inter Slow Status: Last_Chg Ratio Last_Chg Last_MAC First_Chg First_MAC
SP600
Bullish 01/23/19 7.5% 5.6% BEARish 11/06/18 -1.3% Bullish (TP,21w) BEARish (TP,43w)
SP400 Bullish 02/01/19 5.7% 4.0% Bullish 02/22/19 0.8% Bullish (TP,43w) Bullish (TP,50d)
SP500EW Bullish 02/22/19 1.6% 0.0% Bullish 02/19/19 2.8% Bullish (TP,43w) Bullish (TP,50d)
SP3200 BEARish 11/20/18 -1.9% -2.8% Bullish 02/22/19 1.9% Bullish (TP,43w) Bullish (TP,50d)
SP500 Bullish 03/01/19 0.09 -2.46 Bullish 02/15/19 1.9% Bullish (TP,43w) Bullish (TP,50d)
Ca_Alloc = 20% 20% 8%

        QAR - Summary          Vested  Pos-1  Pos-2   Pos-3   Pos-4  Sell    Buy   Sold*    Bot   HeldD   ROI    YTD   TR1y
1- RS(5,3),RS(7,5),PO(42/210) 14% - FAUMX - - - - FSKAX FAUMX 30 0.6% 0.2% -1%
2- RS(5,4),RS(6,5),PO(42/210) 8% IUSB - - - - - - IUSB 29 -0.4% 0.2% -1%
3- RS(4,3),RS(5,4),PO(42/126) 59% TLT FREL - - - - FUTY TLT 9 -0.8% 0.8% -4%
4- RS(4,3),RS(5,4),PO(25/125) 27% - FBND - - USMV - - FBND 136 1.0% 0.8% -4%
5- RS(4,3),RS(5,4),PO(40/120) 55% - AOK SHY - SHY - - AOK 28 0.5% 1.3% -19%
6- RS(4,3),RS(5,4),PO(30/120) 26% IGV DVYE - IHI HDV IWP - IGV 25 0.8% 6.3% 0%
--- --- --- --- --- --- --- --- --- --- --- --- --- ---
Portfolio Totals (%Alloc) = 31% 15 41 0.9% 5.5% -4%
BenchMark (Cash_Alloc) = 20% FFNOX VL1700 SP1500 EAFE AGG 60%-Eq 40%-FI 11 B&H - 11.3% 1%

1-QTAA      BM     63d     7m      5m      3m   (5,3)  (7,5)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Index %G/L RRS147 RRS105 RRS63 RS *RS* 52/210 42/210 35/210 Status: HeldD (Pos) (Adj)
FUAMX
BB:ITT 2.3% 5% 11% 8% 10% 1 1.6% 1.8% 1.7% BUY 0%
FAUMX Muni 1.6% 2% 5% 6% 6% 2 0.6% 0.7% 0.8% HTD 30 0.6% 14%
FFNOX AA:GL 2.2% -19% -14% 17% 2% 3 -4.6% -4.1% -3.2% Sell 0%
FXAIX SP:500 3.3% -19% -14% 26% 6% 4 -4.4% -3.4% -2.3% Sell 0%
FSPSX MSCI:EAFE 1.6% -23% -16% 19% 2% 5 -6.9% -6.1% -5.3% Sell 0%
FSMAX DJ:CTSM 1.9% -37% -27% 30% 1% 6 -9.5% -8.2% -6.6% Sell 0%

2-QTAA  Asset   63d     6m      5m      4m   (5,4)  (6,5)  PO(s)   PO(5)   PO(f)   Criteria  Days  %G/L   Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS *RS* 52/210 42/210 35/210 Status: Held ROI (Adj)
IUSB
GL:TB 1.9% 4% 7% 10% 8% 1 0.6% 0.8% 0.9% HTD 29 -0.4% 8%
AOK GL:Con 2.1% -3% 2% 8% 5% 2 -1.1% -0.6% -0.2% Sell 0%
AOM GL:Mod 2.2% -5% 1% 8% 5% 3 -1.6% -1.0% -0.6% Sell 0%
AOR GL:Gro 2.2% -9% -2% 7% 3% 4 -2.7% -1.9% -1.3% Sell 0%
AOA GL:Agr 2.3% -13% -5% 7% 1% 5 -3.7% -2.8% -2.0% Sell 0%
EQAL US:EW 4.1% -18% -7% 11% 2% 6 -4.5% -2.8% -1.4% Sell 0%

3-QAR   Asset   63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 63/126 42/126 31/126 Status: HeldD (Pos) (Adj)
TLT
US:LTT 3.7% 21% 24% 13% 19% 1 2.0% 2.6% 2.6% HTD 17 -2.4% 23%
FREL US:RE 3.6% 15% 18% 36% 27% 2 0.1% 1.1% 3.4% HTD 1 0.3% 36%
QQEW GL:EW 6.2% 6% 24% 53% 39% 3 -1.4% 0.5% 2.7% Sell 0%
FUTY US:Ut 4.1% 7% 6% 10% 8% 4 0.7% 0.4% 1.6% Sell 0%
RSP US:EW 3.2% -5% 9% 39% 24% 5 -2.6% -1.3% 0.6% Sell 0%
IEFA DM:BMC 1.9% -11% 3% 26% 15% 6 -3.0% -2.0% -0.9% Sell 0%

4-QAR   Asset   63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 31/125 25/125 21/125 Status: HeldD (Pos) (Adj)
EEMV
EM:MV 2.0% 14% 21% 24% 22% 1 2.6% 3.0% 3.1% BUY 0%
FBND US:TB 2.3% 7% 10% 12% 11% 2 1.2% 1.4% 1.5% HTD 25 0.0% 24%
EFAV DM:MV 1.4% 0% 8% 19% 14% 3 0.5% 0.8% 1.1% HTD 0%
ACWV GL:MV 1.6% 0% 6% 18% 12% 4 0.7% 1.3% 1.8% Sell 0%
USMV US:MV 2.7% -1% 6% 24% 15% 5 0.9% 1.7% 2.4% Sell 247 9.1% 3%
FDLO US:LV 2.8% -6% 4% 28% 16% 6 0.4% 1.3% 2.0% Sell 0%
FQAL US:Qal 3.2% -9% 6% 31% 18% 7 -0.1% 0.7% 1.3% Sell 0%
FDMO US:Mo 3.9% -11% 8% 37% 22% 8 -0.2% 0.5% 1.2% Sell 0%

5-QAR    Asset   63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 50/120 40/120 30/120 Status: HeldD (Pos) (N)
ILF
LA:LCV 5.3% 14% 30% 59% 44% 1 2.7% 5.1% 5.6% BUY 0%
AOK GL:Con 2.1% 2% 8% 14% 11% 2 -0.2% 0.3% 0.6% HTD 24 0.7% 46%
SHY US:STT 0.4% 3% 3% 3% 3% 3 0.4% 0.4% 0.5% Sell 31 -0.1% 9%
ITOT USA:BMC 2.6% -10% 5% 33% 19% 4 -3.0% -1.3% -0.4% Sell 0%
IEUR EUR:BMC 3.4% -10% 4% 31% 17% 5 -2.6% -1.3% -0.7% Sell 0%
IPAC PAC:BMC 0.0% -10% 4% 20% 12% 6 -2.4% -1.1% -0.6% Sell 0%

6-QTAR  Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(4)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 40/120 30/120 24/120 Status: HeldD (Pos) (Adj)
IGV
NA:T-S 13.5% 15% 43% 74% 59% 1 2.7% 5.0% 6.4% HTD 9 2.7% 5%
DVYE EM:HD 3.7% 22% 30% 43% 36% 2 3.7% 5.0% 5.5% HTD 25 -2.7% 5%
IWP US:MCG 8.2% 5% 27% 62% 44% 3 0.9% 3.2% 4.4% BUY 0%
IHI US:MD 7.8% 5% 21% 45% 33% 4 0.9% 2.9% 3.8% HTD 3 2.7% 5%
IGM NA:Tec 7.5% -6% 20% 51% 35% 5 -0.6% 1.3% 2.4% BUY 0%
DSI US:Soc 3.7% -3% 12% 36% 24% 6 -0.2% 1.3% 2.0% HTD 1 0.6% 7%
ITA US:A&D 9.7% -11% 20% 69% 44% 7 -0.9% 1.8% 3.5% BUY 0%
ICVT US:CB 3.7% -4% 9% 34% 21% 8 -0.4% 0.9% 1.7% HTD 0%
EUSA US:EW 3.5% -6% 9% 41% 25% 9 -0.7% 1.0% 1.9% BUY 0%
REM US:MRE -0.8% 0% 3% 16% 10% 10 0.0% 0.9% 1.3% HTD 0%
FDIS US:CD 2.3% -7% 8% 34% 21% 11 -0.7% 0.4% 1.0% Sell 0%
FTEC US:IT 6.9% -13% 12% 48% 30% 12 -1.7% 0.5% 1.7% Sell 0%
SUSA US:ESG 3.0% -7% 7% 33% 20% 13 -1.0% 0.6% 1.5% Sell 0%
DGRO US:DG 1.9% -5% 4% 27% 16% 14 -0.8% 0.6% 1.3% Sell 0%
ONEQ GL:BMC 4.2% -12% 9% 39% 24% 15 -1.4% 0.2% 1.0% Sell 0%
HDV US:HD 1.6% -3% -1% 16% 8% 16 -0.7% 0.4% 1.3% Sell 87 0.5% 4%
IVW US:LCG 3.4% -11% 6% 31% 18% 17 -1.4% 0.0% 0.7% Sell 0%
IUSG US:BMG 3.3% -11% 6% 31% 19% 18 -1.5% 0.0% 0.7% Sell 0%
FHLC US:HC -0.6% -10% -1% 13% 6% 19 -1.5% -0.3% 0.1% Sell 0%
OEF US:LCB 1.4% -14% 0% 25% 12% 20 -1.8% -0.6% 0.0% Sell 0%
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No. of Recommendations: 2
Quant Asset Rotation & Allocation

Universe : Index MF's and ETF's. Inverse/Leveraged/ETNs are excluded.
Selection : 1- Asset Allocation(MF's), 2- Asset Allocation(ETF's), 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- Comm-Free/WWL

  Trends      PO's     PO's    PO's   PO's   MAC(10M)  MAC(10M)  MAC(10M)  Other_MAC  Other_MAC  Other_MAC  Other_MAC
03/08/19 Status: Last_Chg Inter Slow Status: Last_Chg Ratio Last_Chg Last_MAC First_Chg First_MAC
SP600
Bullish 01/23/19 4.3% 5.7% BEARish 11/06/18 -5.7% Bullish (TP,21w) BEARish (TP,43w)
SP400 Bullish 02/01/19 5.8% 4.6% Bullish 02/22/19 -2.6% Bullish (TP,43w) Bullish (TP,50d)
SP500EW Bullish 02/22/19 2.5% 0.9% Bullish 02/19/19 -0.2% Bullish (TP,43w) Bullish (TP,50d)
SP3200 BEARish 11/20/18 -0.9% -1.7% Bullish 02/22/19 -0.7% Bullish (TP,43w) Bullish (TP,50d)
SP500 Bullish 03/01/19 0.39 -1.89 Bullish 02/15/19 0.7% Bullish (TP,43w) Bullish (TP,50d)
Ca_Alloc = 20% 20% 8%

        QAR - Summary          Vested  Pos-1  Pos-2   Pos-3   Pos-4  Sell    Buy   Sold*   Bot  HeldD   ROI    YTD   TR1y
1- RS(5,3),RS(7,5),PO(42/210) 14% - FAUMX - - - - FSKAX - 37 0.9% 0.8% -5%
2- RS(5,4),RS(6,5),PO(42/210) 8% IUSB - - - - - - - 36 0.2% 0.8% -5%
3- RS(4,3),RS(5,4),PO(42/126) 59% - TLT FREL - - - FUTY TLT 16 0.3% 2.6% -7%
4- RS(4,3),RS(5,4),PO(25/125) 27% - FBND - USMV USMV - - - 143 1.1% 2.6% -7%
5- RS(4,3),RS(5,4),PO(40/120) 55% - AOK - - SHY - - - 35 0.3% 0.9% -22%
6- RS(4,3),RS(5,4),PO(30/120) 40% IGV DVYE IWP IHI - IGM HDV IGV 12 -2.2% -5.3% -7%
--- --- --- --- --- --- --- --- --- --- --- --- --- ---
Portfolio Totals (%Alloc) = 34% 16 38 -0.2% 4.7% -7%
BenchMark (Cash_Alloc) = 20% FFNOX VL1700 SP1500 EAFE AGG 60%-Eq 40%-FI 11 B&H - 9.2% -2%

1-QTAA      BM      63d     7m      5m      3m   (5,3)  (7,5)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Index %G/L RRS147 RRS105 RRS63 RS *RS* 52/210 42/210 35/210 Status: HeldD (Pos) (Adj)
FUAMX
BB:ITT 2.1% 5% 11% 6% 8% 1 1.6% 1.7% 1.7% HTD 0%
FAUMX Muni 1.5% 2% 6% 5% 6% 2 0.6% 0.7% 0.8% HTD 37 0.9% 14%
FXAIX SP:500 1.3% -18% -6% 43% 18% 3 -3.9% -2.3% -1.3% Sell 0%
FFNOX AA:GL 0.7% -17% -7% 31% 12% 4 -4.2% -3.1% -2.3% Sell 0%
FSPSX MSCI:EAFE 1.0% -21% -8% 34% 13% 5 -6.2% -4.9% -4.4% Sell 0%
FSMAX DJ:CTSM -1.0% -35% -17% 55% 19% 6 -8.7% -6.6% -5.4% Sell 0%

2-QTAA  Asset   63d     6m      5m      4m   (5,4)  (6,5)  PO(s)   PO(5)   PO(f)   Criteria  Days  %G/L  Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS *RS* 52/210 42/210 35/210 Status: Held ROI (Adj)
IUSB
GL:TB 2.1% 5% 8% 10% 9% 1 0.7% 0.9% 1.0% BUY 36 0.2% 8%
AOK GL:Con 2.0% -1% 5% 9% 7% 2 -0.8% -0.2% 0.1% Sell 0%
AOM GL:Mod 2.2% -3% 5% 9% 7% 3 -1.2% -0.5% -0.1% Sell 0%
AOR GL:Gro 2.7% -6% 3% 10% 6% 4 -2.2% -1.2% -0.7% Sell 0%
AOA GL:Agr 2.6% -10% 1% 11% 6% 5 -3.1% -1.9% -1.2% Sell 0%
EQAL US:EW 2.8% -14% 2% 17% 9% 6 -3.7% -1.5% -0.6% Sell 0%

3-QAR   Asset   63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 63/126 42/126 31/126 Status: HeldD (Pos) (Adj)
QQEW
GL:EW 4.9% 15% 29% 67% 48% 1 -1.0% 2.1% 3.9% BUY 0%
TLT US:LTT 2.9% 21% 21% 5% 13% 2 2.3% 2.5% 2.6% HTD 24 0.0% 23%
FREL US:RE 1.2% 19% 20% 47% 34% 3 0.4% 2.6% 4.3% HTD 8 0.4% 36%
FUTY US:Ut 2.5% 9% 9% 21% 15% 4 0.7% 1.2% 2.5% Sell 0%
RSP US:EW 2.4% 2% 14% 55% 35% 5 -2.3% 0.2% 1.7% Sell 0%
IEFA DM:BMC 3.2% -3% 8% 39% 23% 6 -2.6% -0.8% 0.0% Sell 0%

4-QAR   Asset   63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 31/125 25/125 21/125 Status: HeldD (Pos) (Adj)
EEMV
EM:MV 1.0% 17% 19% 27% 23% 1 2.9% 3.0% 2.8% BUY 0%
FBND US:TB 2.3% 8% 10% 11% 10% 2 1.3% 1.5% 1.5% BUY 32 0.4% 24%
EFAV DM:MV 2.7% 5% 10% 26% 18% 3 1.0% 1.3% 1.4% HTD 0%
USMV US:MV 1.8% 4% 10% 38% 24% 4 1.8% 2.6% 2.9% Sell 254 7.5% 3%
FDMO US:Mo 2.5% -2% 14% 52% 33% 5 0.8% 1.6% 1.9% Sell 0%
ACWV GL:MV 1.4% 4% 8% 29% 19% 6 1.4% 2.0% 2.2% Sell 0%
FQAL US:Qal 2.4% -1% 11% 46% 29% 7 1.0% 1.7% 2.0% Sell 0%
FDLO US:LV 2.4% 1% 10% 45% 27% 8 1.5% 2.3% 2.6% Sell 0%

5-QAR    Asset   63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 50/120 40/120 30/120 Status: HeldD (Pos) (N)
ILF
LA:LCV 3.6% 13% 31% 53% 42% 1 3.2% 4.6% 4.7% BUY 0%
AOK GL:Con 2.0% 5% 9% 18% 13% 2 0.2% 0.7% 1.0% HTD 31 0.3% 46%
IEUR EUR:BMC 5.0% -2% 11% 44% 27% 3 -1.4% -0.2% 0.3% Sell 0%
ITOT USA:BMC 1.9% -2% 11% 50% 30% 4 -1.6% 0.0% 0.8% Sell 0%
SHY US:STT 0.7% 3% 3% 2% 3% 5 0.4% 0.4% 0.4% Sell 38 0.1% 9%
IPAC PAC:BMC 0.5% -3% 6% 31% 18% 6 -1.5% -0.4% -0.1% Sell 0%

6-QTAR  Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(4)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 40/120 30/120 24/120 Status: HeldD (Pos) (Adj)
IGV
NA:T-S 10.2% 27% 51% 86% 69% 1 4.4% 6.4% 7.9% HTD 16 -0.4% 5%
DVYE EM:HD 3.5% 24% 29% 44% 36% 2 4.2% 5.0% 4.9% BUY 32 -3.6% 5%
IWP US:MCG 6.9% 16% 33% 79% 56% 3 2.7% 4.6% 5.7% HTD 4 -1.6% 9%
IHI US:MD 5.4% 15% 27% 64% 45% 4 2.4% 4.0% 5.0% HTD 10 -0.9% 5%
IGM NA:Tec 6.3% 6% 28% 67% 48% 5 1.2% 2.9% 3.9% BUY 0%
ITA US:A&D 8.7% 1% 28% 84% 56% 6 1.1% 3.5% 4.8% HTD 4 -3.9% 9%
FTEC US:IT 5.6% -1% 23% 67% 45% 7 0.3% 2.2% 3.4% BUY 0%
DSI US:Soc 2.9% 5% 17% 51% 34% 8 1.0% 2.2% 3.0% HTD 8 -1.6% 7%
IWF US:LCG 3.3% 0% 18% 55% 36% 9 0.4% 1.7% 2.6% BUY 0%
ICVT US:CB 3.1% 3% 14% 46% 30% 10 0.7% 1.9% 2.6% HTD 0%
ONEQ GL:BMC 3.0% -1% 17% 55% 36% 11 0.1% 1.4% 2.3% Sell 0%
FDIS US:CD 0.7% 1% 12% 48% 30% 12 0.4% 1.3% 1.7% Sell 0%
SUSA US:ESG 2.3% 1% 12% 50% 31% 13 0.4% 1.7% 2.5% Sell 0%
IVW US:LCG 2.5% -2% 13% 48% 30% 14 0.0% 1.1% 2.0% Sell 0%
IUSG US:BMG 2.4% -2% 12% 48% 30% 15 -0.1% 1.1% 2.0% Sell 0%
DGRO US:DG 1.6% 1% 8% 43% 26% 16 0.4% 1.5% 2.2% Sell 0%
REM US:MRE -1.4% 3% 4% 25% 14% 17 0.7% 1.3% 1.4% Sell 0%
HDV US:HD 0.8% 1% 4% 33% 18% 18 0.3% 1.4% 2.3% Sell 0%
OEF US:LCB 1.2% -7% 6% 41% 24% 19 -0.6% 0.4% 1.1% Sell 0%
FHLC US:HC -3.6% -5% 0% 27% 14% 20 -0.6% 0.2% 0.6% Sell 0%
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No. of Recommendations: 2
Universe : Index MF's and ETF's. Inverse/Leveraged/ETNs are excluded.
Selection : 1- Asset Allocation(MF's), 2- Multi-Asset (ETF's), 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- Comm-Free/WWL

  Trends      PO's     PO's    PO's   PO's   MAC(10M)  MAC(10M)  MAC(10M)  Other_MAC  Other_MAC  Other_MAC  Other_MAC
03/15/19 Status: Last_Chg Inter Slow Status: Last_Chg Ratio Last_Chg Last_MAC First_Chg First_MAC
SP600
Bullish 01/23/19 1.5% 4.4% BEARish 11/06/18 -3.9% Bullish (TP,21w) BEARish (TP,43w)
SP400 Bullish 02/01/19 5.0% 4.8% Bullish 02/22/19 -0.6% Bullish (TP,43w) Bullish (TP,50d)
SP500EW Bullish 02/22/19 3.2% 1.7% Bullish 02/19/19 2.5% Bullish (TP,43w) Bullish (TP,50d)
SP3000 BEARish 11/20/18 -0.1% -0.7% Bullish 02/22/19 2.3% Bullish (TP,43w) Bullish (TP,50d)
SP500 Bullish 03/01/19 1.16 -1.28 Bullish 02/15/19 1.8% Bullish (TP,43w) Bullish (TP,50d)
Ca_Alloc = 20% 20% 8%

        QAR - Summary          Vested  Pos-1  Pos-2   Pos-3   Pos-4  Sell    Buy   Sold*   Bot   HeldD  ROI    YTD   TR1y
1- RS(5,3),RS(7,5),PO(42/210) 14% - FAUMX - - - - - - 44 0.9% 1.1% -5%
2- RS(5,4),RS(6,5),PO(42/210) 0% - - - - - IYLD IUSB - 0 0.0% 1.1% -5%
3- RS(4,3),RS(5,4),PO(42/126) 59% - FREL TLT - TLT - FUTY FREL 15 1.0% 3.8% -7%
4- RS(4,3),RS(5,4),PO(25/125) 75% - FDMO USMV - FBND - - - 100 0.6% 3.8% -7%
5- RS(4,3),RS(5,4),PO(40/120) 46% - - - AOK AOK ILF SHY - 19 1.4% 2.1% -22%
6- RS(4,3),RS(5,4),PO(30/120) 50% IGV IWP IHI - - IGM HDV IGV 15 0.1% 1.7% -6%
--- --- --- --- --- --- --- --- --- --- --- --- --- ---
Portfolio Totals (%Alloc) = 41% 16 30 1.2% 5.5% -8%
BenchMark (Cash_Alloc) = 20% FFNOX VL1700 SP1500 EAFE AGG 60%-Eq 40%-FI 11 B&H - 11.1% -1%

1-QTAA      BM     63d     7m      5m      3m   (5,3)  (7,5)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Index %G/L RRS147 RRS105 RRS63 RS *RS* 52/210 42/210 35/210 Status: HeldD (Pos) (Adj)
FUAMX
BB:ITT 2.1% 6% 11% 5% 8% 1 1.7% 1.7% 1.8% HTD 0%
FAUMX Muni 1.3% 2% 6% 5% 6% 2 0.7% 0.8% 0.9% HTD 44 0.9% 14%
FXAIX SP:500 5.4% -16% 1% 55% 28% 3 -2.7% -1.4% -0.6% Sell 0%
FFNOX AA:GL 3.7% -15% -1% 40% 20% 4 -3.4% -2.3% -1.6% Sell 0%
FSPSX MSCI:EAFE 3.7% -18% -2% 41% 20% 5 -5.1% -4.1% -3.6% Sell 0%
FSMAX DJ:CTSM 2.8% -32% -8% 73% 32% 6 -7.2% -5.4% -4.5% Sell 0%

2-QTAA  Asset   63d     6m      5m      4m   (5,4)  (6,5)  PO(s)   PO(5)   PO(f)   Criteria  Days  %G/L  Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS *RS* 52/210 42/210 35/210 Status: Held ROI (Adj)
IYLD
GL:Inc 3.7% 1% 7% 14% 10% 1 -0.3% 0.3% 0.6% BUY 0 0%
AOK GL:Con 3.4% 1% 7% 11% 9% 2 -0.4% 0.1% 0.4% HTD 0%
AOM GL:Mod 3.8% 0% 7% 13% 10% 3 -0.7% -0.1% 0.3% Sell 0%
AOR GL:Gro 4.8% -3% 7% 15% 11% 4 -1.5% -0.6% -0.1% Sell 0%
AOA GL:Agr 5.5% -6% 6% 17% 12% 5 -2.2% -1.1% -0.5% Sell 0%

3-QAR   Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 63/126 42/126 31/126 Status: HeldD (Pos) (Adj)
QQEW
GL:EW 10.4% 21% 38% 76% 57% 1 -0.3% 3.2% 4.9% BUY 0 0%
FREL US:RE 5.5% 21% 26% 61% 43% 2 0.7% 3.7% 5.1% HTD 15 1.6% 36%
TLT US:LTT 3.1% 20% 17% 3% 10% 3 2.4% 2.5% 2.6% Sell 31 0.1% 23%
RSP US:EW 7.5% 9% 23% 65% 44% 4 -1.7% 1.3% 2.6% Sell 0%
FUTY US:Ut 2.1% 12% 14% 38% 26% 5 0.7% 2.1% 3.6% Sell 0%
IEFA DM:BMC 6.4% 3% 16% 44% 30% 6 -2.0% 0.0% 0.8% Sell 0%

4-QAR   Asset   63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 31/125 25/125 21/125 Status: HeldD (Pos) (Adj)
EEMV
EM:MV 3.7% 19% 19% 28% 23% 1 2.9% 2.8% 2.9% HTD 0%
FDMO US:Mo 7.1% 6% 25% 62% 44% 2 2.0% 2.5% 2.8% BUY 0 0.0% 48%
USMV US:MV 4.8% 9% 17% 50% 34% 3 2.8% 3.3% 3.6% HTD 261 9.9% 3%
FQAL US:Qal 6.3% 6% 20% 56% 38% 4 2.0% 2.4% 2.8% Sell 0%
FDLO US:LV 5.9% 7% 18% 57% 38% 5 2.6% 3.1% 3.4% Sell 0%
EFAV DM:MV 5.2% 8% 14% 31% 22% 6 1.5% 1.7% 2.1% Sell 0%
ACWV GL:MV 3.8% 8% 13% 38% 26% 7 2.1% 2.5% 2.8% Sell 0%
FBND US:TB 2.5% 8% 10% 10% 10% 8 1.4% 1.5% 1.5% Sell 39 0.8% 24%

5-QAR    Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 50/120 40/120 30/120 Status: HeldD (Pos) (N)
ILF
LA:LCV 10.7% 16% 37% 47% 42% 1 3.8% 4.2% 4.1% BUY 0%
ITOT USA:BMC 6.8% 4% 21% 61% 41% 2 -0.1% 1.2% 1.9% BUY 0 0%
IEUR EUR:BMC 8.5% 5% 20% 49% 35% 3 -0.1% 0.8% 1.4% Sell 0%
AOK GL:Con 3.4% 7% 11% 20% 16% 4 0.6% 1.1% 1.3% Sell 38 1.4% 46%
IPAC PAC:BMC 3.2% 2% 11% 36% 23% 5 -0.4% 0.2% 0.6% Sell 0%
SHY US:STT 0.6% 3% 3% 2% 2% 6 0.4% 0.4% 0.4% Sell 0%

6-QTAR  Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(4)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 40/120 30/120 24/120 Status: HeldD (Pos) (Adj)
IGV
NA:T-S 14.5% 35% 61% 96% 78% 1 5.9% 8.0% 8.8% HTD 23 2.9% 5%
IWP US:MCG 12.6% 23% 44% 88% 66% 2 4.2% 5.9% 6.6% HTD 11 1.0% 10%
IHI US:MD 10.3% 21% 37% 76% 57% 3 3.7% 5.2% 6.1% HTD 17 2.8% 5%
IGM NA:Tec 11.6% 15% 41% 80% 61% 4 2.7% 4.4% 5.1% BUY 0 0%
DVYE EM:HD 5.6% 24% 29% 41% 35% 5 4.4% 4.6% 4.2% HTD 39 -1.9% 5%
ITA US:A&D 7.2% 10% 38% 87% 63% 6 2.5% 4.5% 5.0% HTD 11 -5.4% 9%
FTEC US:IT 11.6% 9% 37% 82% 59% 7 2.0% 4.0% 4.8% HTD 3 1.6% 10%
DSI US:Soc 7.4% 12% 25% 61% 43% 8 2.1% 3.3% 3.8% HTD 15 1.3% 7%
IWF US:LCG 8.2% 8% 28% 66% 47% 9 1.7% 3.0% 3.5% BUY 0%
ONEQ GL:BMC 8.4% 6% 28% 67% 48% 10 1.5% 2.8% 3.3% BUY 0%
SUSA US:ESG 7.7% 8% 22% 63% 42% 11 1.6% 2.9% 3.5% Sell 0%
ICVT US:CB 6.4% 8% 22% 54% 38% 12 1.7% 2.8% 3.2% Sell 0%
IVW US:LCG 6.8% 5% 23% 60% 41% 13 1.2% 2.4% 3.0% Sell 0%
IUSG US:BMG 6.9% 5% 23% 60% 42% 14 1.2% 2.4% 3.0% Sell 0%
FDIS US:CD 5.3% 6% 21% 55% 38% 15 1.3% 2.0% 2.4% Sell 0%
DGRO US:DG 5.8% 6% 16% 53% 35% 16 1.4% 2.4% 2.9% Sell 0%
HDV US:HD 3.5% 6% 12% 48% 30% 17 1.2% 2.6% 3.2% Sell 0%
OEF US:LCB 5.9% 0% 16% 53% 35% 18 0.5% 1.5% 2.0% Sell 0%
REM US:MRE 2.0% 4% 8% 34% 21% 19 1.3% 1.6% 1.4% Sell 0%
FHLC US:HC 0.5% -1% 6% 39% 22% 20 0.2% 0.9% 1.2% Sell 0%
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No. of Recommendations: 3
Quant Asset Rotation & Allocation
Universe : Exchange Traded Funds and Index Funds. Inverse/Leveraged/ETN's are excluded.
Selection : 1- Asset Allocation(MF's), 2- Multi-Asset, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- Comm-Free/WWL

  Trends      PO's     PO's    PO's   PO's   MAC(10M)  MAC(10M)  MAC(10M)  Other_MAC  Other_MAC  Other_MAC  Other_MAC
03/22/19 Status: Last_Chg Inter Slow Status: Last_Chg Ratio Last_Chg Last_MAC First_Chg First_MAC
SP600
Bullish 01/23/19 0.3% 3.2% BEARish 11/06/18 -6.2% Bullish (TP,21w) BEARish (TP,43w)
SP400 Bullish 02/01/19 4.3% 4.2% Bullish 02/22/19 -2.0% Bullish (TP,43w) Bullish (TP,50d)
SP500EW Bullish 02/22/19 3.7% 2.2% Bullish 02/19/19 1.3% Bullish (TP,43w) Bullish (TP,50d)
SP3000 Bullish 03/18/19 0.7% 0.0% Bullish 02/22/19 1.5% Bullish (TP,43w) Bullish (TP,50d)
SP500 Bullish 03/01/19 1.59 -0.71 Bullish 02/15/19 2.3% Bullish (TP,43w) Bullish (TP,50d)
Ca_Alloc = 0% 20% 8%

        QAR - Summary          Vested  Pos-1  Pos-2   Pos-3   Pos-4  Sell    Buy   Sold*   Bot   HeldD   ROI    YTD   TR1y
1- RS(5,3),RS(7,5),PO(42/210) 11% - FAUMX - - - - - - 51 1.1% -0.3% -2%
2- RS(5,4),RS(6,5),PO(42/210) 32% IYLD - - - - AOM IUSB IYLD 3 -0.5% -0.3% -2%
3- RS(4,3),RS(5,4),PO(42/126) 76% QQEW FREL - - - - TLT QQEW 13 -0.1% 2.8% -4%
4- RS(4,3),RS(5,4),PO(25/125) 41% FDMO - - - USMV - FBND FDMO 138 0.1% 2.8% -4%
5- RS(4,3),RS(5,4),PO(40/120) 92% - ITOT - AOK AOK - SHY ITOT 24 0.4% 1.4% -18%
6- RS(4,3),RS(5,4),PO(30/120) 55% IGV IWP IGM IHI - IYW DVYE IGV 16 -0.7% -1.0% 0%
--- --- --- --- --- --- --- --- --- --- --- --- --- ---
Portfolio Totals (%Alloc) = 51% 18 33 0.5% 4.9% -4%
BenchMark (Cash_Alloc) = 0% FFNOX VL1700 SP1500 EAFE AGG 60%-Eq 40%-FI 11 B&H - 10.3% -1%

1-QTAA      BM      63d     7m      5m      3m   (5,3)  (7,5)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Index %G/L RRS147 RRS105 RRS63 RS *RS* 52/210 42/210 35/210 Status: HeldD (Pos) (Adj)
FUAMX
BB:ITT 1.8% 7% 11% 4% 7% 1 1.7% 1.7% 1.8% HTD 0%
FAUMX Muni 1.4% 3% 6% 5% 6% 2 0.8% 0.9% 0.9% HTD 51 1.1% 11%
FXAIX SP:500 14.3% -13% 7% 63% 35% 3 -1.6% -0.5% 0.3% Sell 0%
FFNOX AA:GL 9.6% -13% 4% 48% 26% 4 -2.4% -1.5% -0.8% Sell 0%
FSPSX MSCI:EAFE 11.5% -16% 4% 47% 25% 5 -3.9% -3.1% -2.6% Sell 0%
FSMAX DJ:CTSM 17.6% -29% -1% 79% 39% 6 -5.7% -4.4% -3.5% Sell 0%

2-QTAA  Asset   63d     6m      5m      4m   (5,4)  (6,5)  PO(s)   PO(5)   PO(f)   Criteria  Days  %G/L   Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS *RS* 52/210 42/210 35/210 Status: Held ROI (Adj)
IYLD
GL:Inc 5.8% 3% 9% 16% 13% 1 0.2% 0.7% 0.8% HTD 3 -0.5% 32%
AOM GL:Mod 5.9% 2% 10% 16% 13% 2 -0.2% 0.4% 0.7% BUY 0%
AOK GL:Con 4.9% 3% 9% 14% 11% 3 0.1% 0.5% 0.8% HTD 0%
AOR GL:Gro 7.9% 0% 10% 19% 15% 4 -0.7% 0.0% 0.4% Sell 0%
AOA GL:Agr 9.4% -2% 11% 23% 17% 5 -1.3% -0.4% 0.1% Sell 0%

3-QAR   Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 63/126 42/126 31/126 Status: HeldD (Pos) (Adj)
QQEW
GL:EW 18.4% 27% 45% 77% 61% 1 0.7% 4.3% 5.5% HTD 3 -1.3% 47%
FREL US:RE 12.0% 22% 30% 65% 47% 2 1.2% 4.5% 5.3% HTD 22 2.0% 29%
RSP US:EW 13.3% 13% 30% 65% 48% 3 -0.8% 2.2% 3.2% Sell 0%
TLT US:LTT 3.4% 20% 14% 3% 8% 4 2.5% 2.6% 2.7% Sell 0%
FUTY US:Ut 7.0% 14% 19% 49% 34% 5 0.8% 2.8% 4.2% Sell 0%
IEFA DM:BMC 10.2% 8% 23% 48% 35% 6 -1.2% 0.8% 1.5% Sell 0%

4-QAR   Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 31/125 25/125 21/125 Status: HeldD (Pos) (Adj)
FDMO
US:Mo 15.5% 13% 33% 65% 49% 1 2.8% 3.3% 3.5% HTD 7 -0.4% 38%
EEMV EM:MV 5.6% 20% 20% 27% 24% 2 2.9% 3.1% 3.2% HTD 0%
FQAL US:Qal 12.3% 11% 28% 59% 43% 3 2.7% 3.2% 3.3% HTD 0%
FDLO US:LV 13.3% 11% 27% 62% 44% 4 3.2% 3.8% 3.9% Sell 0%
USMV US:MV 11.6% 12% 24% 56% 40% 5 3.4% 3.8% 4.0% Sell 268 9.4% 3%
EFAV DM:MV 7.5% 11% 18% 34% 26% 6 2.0% 2.5% 2.6% Sell 0%
ACWV GL:MV 9.4% 11% 19% 43% 31% 7 2.6% 3.0% 3.2% Sell 0%
FBND US:TB 3.2% 9% 10% 10% 10% 8 1.5% 1.6% 1.6% Sell 0%

5-QAR    Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 50/120 40/120 30/120 Status: HeldD (Pos) (N)
ILF
LA:LCV 8.5% 21% 39% 35% 37% 1 3.7% 3.8% 3.7% HTD 0%
ITOT USA:BMC 14.0% 11% 29% 64% 46% 2 1.1% 2.2% 2.9% HTD 2 -1.0% 45%
IEUR EUR:BMC 11.4% 11% 28% 53% 41% 3 1.1% 2.0% 2.5% Sell 0%
AOK GL:Con 4.9% 9% 14% 21% 17% 4 1.0% 1.5% 1.7% Sell 45 1.7% 47%
IPAC PAC:BMC 8.2% 6% 15% 37% 26% 5 0.4% 1.0% 1.2% Sell 0%
SHY US:STT 0.8% 3% 2% 1% 2% 6 0.4% 0.4% 0.4% Sell 0%

6-QTAR  Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(4)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 40/120 30/120 24/120 Status: HeldD (Pos) (Adj)
IGV
NA:T-S 23.1% 44% 68% 97% 83% 1 7.3% 9.0% 9.5% HTD 30 2.8% 4%
IWP US:MCG 20.3% 30% 52% 88% 70% 2 5.5% 6.7% 7.2% HTD 18 0.1% 8%
IGM NA:Tec 21.3% 25% 52% 87% 69% 3 4.3% 5.7% 6.4% HTD 3 -0.4% 9%
IHI US:MD 18.9% 28% 45% 81% 63% 4 4.8% 6.3% 6.9% HTD 24 1.5% 4%
IYW US:Tec 20.8% 21% 50% 88% 69% 5 3.9% 5.4% 6.1% BUY 0%
FTEC US:IT 20.8% 20% 49% 92% 70% 6 3.8% 5.4% 6.2% HTD 10 1.8% 8%
ITA US:A&D 13.4% 16% 45% 83% 64% 7 3.7% 4.7% 4.7% HTD 18 -7.1% 7%
IWF US:LCG 16.7% 16% 37% 71% 54% 8 2.9% 3.9% 4.4% HTD 3 -1.1% 9%
DSI US:Soc 14.0% 17% 32% 63% 47% 9 3.0% 4.0% 4.4% HTD 22 0.0% 6%
SUSA US:ESG 15.1% 14% 30% 68% 49% 10 2.8% 3.8% 4.4% BUY 0%
IVW US:LCG 14.8% 12% 32% 65% 49% 11 2.3% 3.4% 4.0% Sell 0%
IUSG US:BMG 15.3% 12% 32% 66% 49% 12 2.3% 3.4% 4.0% Sell 0%
ICVT US:CB 12.8% 13% 28% 56% 42% 13 2.6% 3.4% 3.7% Sell 0%
FDIS US:CD 15.0% 11% 29% 56% 42% 14 2.2% 2.8% 3.1% Sell 0%
DGRO US:DG 11.2% 10% 23% 55% 39% 15 2.2% 3.1% 3.5% Sell 0%
OEF US:LCB 13.2% 7% 25% 58% 42% 16 1.5% 2.4% 2.9% Sell 0%
IUSV US:BMV 12.2% 8% 23% 58% 41% 17 2.0% 2.6% 2.9% Sell 0%
HDV US:HD 10.9% 9% 19% 55% 37% 18 2.1% 3.2% 3.8% Sell 0%
REM US:MRE 9.0% 5% 11% 34% 23% 19 1.6% 1.5% 1.4% Sell 0%
FHLC US:HC 8.6% 3% 11% 43% 27% 20 0.8% 1.4% 1.6% Sell 0%
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No. of Recommendations: 2
Quant Asset Rotation & Allocation
Universe : Exchange Traded Funds and Index Funds. Inverse/Leveraged/ETN's are excluded.
Selection : 1- Asset Allocation(MF's), 2- Multi-Asset, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- Comm-Free/WWL

  Trends      PO's     PO's    PO's   PO's   MAC(10M)  MAC(10M)  MAC(10M)  Other_MAC  Other_MAC   Other_MAC  Other_MAC
03/29/19 Status: Last_Chg Inter Slow Status: Last_Chg Ratio Last_Chg Last_MAC First_Chg First_MAC
SP600
Bullish 01/23/19 -1.0% 2.4% BEARish 11/06/18 -4.8% Bullish (TP,21w) BEARish (TP,43w)
SP400 Bullish 02/01/19 3.9% 3.4% Bullish 02/22/19 -0.4% Bullish (TP,43w) BEARish (50d,200d)
SP500EW Bullish 02/22/19 3.7% 2.6% Bullish 02/19/19 2.3% Bullish (50d,200d) Bullish (TP,50d)
SP3000 Bullish 03/18/19 1.1% 0.7% Bullish 02/22/19 2.0% Bullish (TP,43w) BEARish (50d,200d)
SP500 Bullish 03/01/19 2.17 -0.13 Bullish 02/15/19 2.2% Bullish (50d,200d) Bullish (TP,50d)
Ca_Alloc = 0% 20% 20%

        QAR - Summary          Vested  Pos-1  Pos-2   Pos-3   Sell  Buy  Sold*  Bot   HeldD  ROI    YTD   TR1y
1- RS(5,3),RS(7,5),PO(42/210) 11% - FAUMX - - - - - 58 1.3% 1.7% -1%
2- RS(5,4),RS(6,5),PO(42/210) 96% AOM AOR - - - IUSB AOM 5 0.3% 1.7% -1%
3- RS(4,3),RS(5,4),PO(42/126) 77% QQEW FREL - - - TLT QQEW 20 1.3% 5.1% -4%
4- RS(4,3),RS(5,4),PO(25/125) 41% FDMO - - USMV - FBND FDMO 145 1.1% 5.1% -4%
5- RS(4,3),RS(5,4),PO(40/120) 92% - ITOT - AOK - SHY ITOT 31 1.3% 2.5% -18%
6- RS(4,3),RS(5,4),PO(30/120) 55% IGV - IWP - IGN DVYE IWP 20 0.8% 3.4% 4%
--- --- --- --- --- --- --- --- --- --- --- --- ---
Portfolio Totals (%Alloc) = 62% 20 34 1.6% 5.9% -3%
BenchMark (Cash_Alloc) = 0% FFNOX VL1700 SP1500 EAFE AGG - 11 B&H - 11.2% 2%

1-QTAA      BM      63d     7m      5m      3m   (5,3)  (7,5)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Index %G/L RRS147 RRS105 RRS63 RS *RS* 52/210 42/210 35/210 Status: HeldD (Pos) (Adj)
FUAMX
BB:ITT 2.8% 8% 11% 6% 8% 1 1.8% 1.9% 2.0% HTD 0%
FAUMX Muni 1.4% 4% 6% 6% 6% 2 0.9% 1.0% 1.0% HTD 58 1.3% 11%
FXAIX SP:500 13.6% -11% 12% 53% 32% 3 -0.8% 0.2% 0.8% Sell 0%
FFNOX AA:GL 9.2% -11% 8% 43% 25% 4 -1.7% -0.9% -0.4% Sell 0%
FSPSX MSCI:EAFE 10.9% -13% 7% 39% 23% 5 -3.1% -2.4% -2.0% Sell 0%
FSMAX DJ:CTSM 17.0% -26% 4% 59% 31% 6 -4.8% -3.7% -3.1% Sell 0%

2-QTAA  Asset    63d     6m      5m      4m   (5,4)  (6,5)  PO(s)   PO(5)   PO(f)   Criteria  Days  %G/L   Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS *RS* 52/210 42/210 35/210 Status: Held ROI (Adj)
AOM
GL:Mod 6.9% 5% 11% 18% 15% 1 0.3% 0.8% 1.1% HTD 4 0.7% 32%
AOR GL:Gro 8.8% 4% 12% 22% 17% 2 -0.2% 0.5% 0.8% HTD 1 0.4% 32%
AOA GL:Agr 10.7% 3% 13% 26% 20% 3 -0.6% 0.2% 0.5% BUY 0%
IYLD GL:Inc 6.2% 5% 11% 17% 14% 4 0.5% 0.9% 0.9% HTD 10 -0.1% 32%
AOK GL:Con 5.8% 5% 10% 15% 13% 5 0.4% 0.8% 1.0% Sell 0%

3-QAR   Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 63/126 42/126 31/126 Status: HeldD (Pos) (Adj)
QQEW
GL:EW 18.5% 30% 48% 62% 55% 1 2.1% 5.2% 6.0% HTD 10 -0.1% 48%
FREL US:RE 16.4% 24% 35% 56% 46% 2 2.1% 5.0% 5.4% HTD 29 3.7% 30%
RSP US:EW 15.2% 16% 35% 51% 43% 3 0.5% 3.0% 3.7% Sell 0%
FUTY US:Ut 10.2% 17% 23% 51% 37% 4 1.1% 3.4% 4.5% Sell 0%
IEFA DM:BMC 10.9% 12% 27% 38% 33% 5 -0.1% 1.7% 2.4% Sell 0%
TLT US:LTT 4.5% 21% 14% 8% 11% 6 2.5% 2.8% 3.0% Sell 0%

4-QAR   Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(5)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 31/125 25/125 21/125 Status: HeldD (Pos) (Adj)
FDMO
US:Mo 14.9% 17% 36% 52% 44% 1 3.6% 3.7% 3.8% HTD 14 0.5% 38%
FDLO US:LV 14.1% 15% 32% 54% 43% 2 3.9% 4.1% 4.2% BUY 0%
FQAL US:Qal 13.3% 15% 32% 48% 40% 3 3.3% 3.5% 3.5% HTD 0%
USMV US:MV 13.2% 15% 29% 50% 39% 4 3.9% 4.2% 4.3% Sell 275 11.0% 3%
EEMV EM:MV 6.1% 19% 19% 20% 19% 5 3.0% 3.1% 3.0% Sell 0%
ACWV GL:MV 10.6% 13% 23% 39% 31% 6 3.2% 3.4% 3.5% Sell 0%
EFAV DM:MV 8.1% 13% 21% 29% 25% 7 2.6% 2.9% 2.9% Sell 0%
FBND US:TB 3.3% 10% 11% 11% 11% 8 1.6% 1.7% 1.8% Sell 0%

5-QAR    Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(3)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 50/120 40/120 30/120 Status: HeldD (Pos) (N)
ILF
LA:LCV 8.2% 21% 33% 7% 20% 1 3.3% 3.1% 2.8% HTD 0%
ITOT USA:BMC 14.5% 14% 33% 51% 42% 2 2.1% 3.1% 3.5% HTD 9 0.3% 46%
IEUR EUR:BMC 11.4% 14% 33% 44% 38% 3 1.9% 2.7% 3.2% Sell 0%
IPAC PAC:BMC 9.7% 9% 19% 28% 23% 4 1.1% 1.5% 1.8% Sell 0%
AOK GL:Con 5.8% 10% 15% 20% 17% 5 1.4% 1.8% 1.9% Sell 52 2.3% 46%
SHY US:STT 0.6% 3% 3% 2% 2% 6 0.4% 0.4% 0.4% Sell 0%

6-QTAR  Asset    63d     5m      4m     3m   (4,3)  (5,4)  PO(s)   PO(4)   PO(f)   Criteria  Days    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS *RS* 40/120 30/120 24/120 Status: HeldD (Pos) (Adj)
IGV
NA:T-S 22.7% 49% 68% 81% 75% 1 8.5% 9.5% 9.8% BUY 37 4.1% 4%
IGN NA:TMN 20.7% 35% 57% 80% 68% 2 7.0% 8.7% 8.6% BUY 0 0%
IWP US:MCG 20.7% 34% 55% 71% 63% 3 6.4% 7.2% 7.3% HTD 25 2.1% 8%
IGM NA:Tec 20.9% 32% 55% 76% 65% 4 5.7% 6.8% 7.4% HTD 10 0.2% 9%
IYW US:Tec 20.0% 29% 54% 79% 67% 5 5.3% 6.5% 7.1% BUY 0%
FTEC US:IT 21.5% 28% 55% 83% 69% 6 5.3% 6.6% 7.2% HTD 17 2.8% 8%
IHI US:MD 17.6% 31% 48% 70% 59% 7 5.8% 7.0% 7.3% BUY 31 3.2% 4%
ITA US:A&D 16.8% 21% 47% 60% 53% 8 4.5% 4.7% 3.9% HTD 25 -4.6% 7%
IWF US:LCG 16.8% 21% 41% 59% 50% 9 4.0% 4.7% 5.0% HTD 10 0.2% 9%
DSI US:Soc 14.4% 20% 35% 50% 43% 10 3.8% 4.5% 4.6% HTD 29 1.3% 6%
SUSA US:ESG 15.6% 18% 36% 58% 47% 11 3.7% 4.5% 4.8% Sell 0%
IVW US:LCG 15.5% 18% 36% 56% 46% 12 3.4% 4.3% 4.6% Sell 0%
IUSG US:BMG 15.6% 17% 36% 56% 46% 13 3.4% 4.3% 4.6% Sell 0%
FDIS US:CD 15.6% 15% 32% 41% 37% 14 2.9% 3.5% 3.6% Sell 0%
ICVT US:CB 11.3% 15% 31% 44% 37% 15 3.2% 3.7% 3.8% Sell 0%
OEF US:LCB 13.4% 11% 29% 48% 39% 16 2.4% 3.2% 3.4% Sell 0%
DGRO US:DG 11.8% 12% 28% 44% 36% 17 2.9% 3.5% 3.6% Sell 0%
HDV US:HD 11.4% 11% 24% 48% 36% 18 2.8% 3.7% 4.0% Sell 0%
REM US:MRE 7.3% 5% 13% 21% 17% 19 1.6% 1.4% 1.4% Sell 0%
FHLC US:HC 9.3% 4% 13% 31% 22% 20 1.3% 1.7% 1.5% Sell 0%
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