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No. of Recommendations: 2
Quant Asset Rotation & Allocation
Universe : Exchange Traded Funds and Index MF's. 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   MAC(10M)  MAC(10M)  DBE(99d,26w)  Last_99H     CountIF  %Bullish    Risk
10/04/19 Status: Inter Status: SMAR Status: #MktD Bullish Eq-Wt Level
SP600 |
Bullish 0.4% Bullish -0.8% BEARish 278 | 2 13.3% -
SP400 | Bullish 0.5% Bullish 0.8% Bullish 45 | 3 20.0% -
SP500EW | Bullish 1.1% Bullish 2.1% Bullish 14 | 3 20.0% -
SP3200 | Bullish 1.9% Bullish 3.1% Bullish 48 | 3 20.0% -
SP500 | Bullish 3.69 Bullish 3.3% Bullish 10 | 3 20.0% -
--- --- --- --- --- --- --- --- --- ---
IF(Bullish) 5 5 4 14 93.3% Optimist

    Summary (Buy,HTD,Sell)     Vested  HeldD  Held#  Sell  Buy   Sold*  Bot  ROI    YTD   TR1y
1- RS(3,6),RS(6,9),PO(42/210) 113% 171 1 - - - - 0.5% 3.5% -13%
2- RS(3,4),RS(4,5) 73% 192 2 - AOK - - 2.9% 3.5% -13%
3- RS(3,4),RS(4,5),PO(42/126) 33% 99 1 - TLT - - 8.7% 6.3% -2%
4- RS(4,5),RS(5,6) 96% 147 2 - - - - 5.1% 6.3% -2%
5- RS(3,4),RS(4,5),PO(40/120) 94% 220 2 - - - - 4.6% 6.9% 2%
6- RS(3,4),RS(4,5),PO(30/120) 47% 33 5 - SOXX FTEC - 2.8% 3.9% -4%
Cash Allocation 7% 14 --- --- --- --- --- --- --- ---
Portfolio Totals = 82% 108 16 - - - - 3.8% 6.5% -5%
BenchMark = N/A B&H 11 - - - - - 12.6% -1%

1-QTAA      BM     12m     9m      6m      3m   (3,6)  (6,9)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index %G/L RRS189 RRS126 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(61) (Pos) (Adj)
FUAMX
BB:ITT 11% 11% 13% 10% 12% 1 3.6% 4.0% 4.1% BUY 0%
FXAIX SP:500 -1% 15% 7% -1% 3% 2 4.2% 3.8% 4.1% HTD 0%
FFNOX AA:GL -2% 12% 6% -1% 3% 3 3.2% 3.0% 3.2% HTD 171 0.5% 113%
FSPSX MSCI:EAFE -6% 7% 0% -3% -2% 4 1.5% 1.1% 1.4% HTD 0%
FSMAX DJ:CTSM -11% 6% -1% -12% -6% 5 1.6% 1.0% 1.1% Sell 0%

2-QTAA  Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(5)   PO(f)   Criteria   HeldD   %G/L  Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(31) ROI (Adj)
AOK
GL:Con 5% 8% 5% 5% 5% 1 2.8% 2.9% 3.0% BUY 0%
AOM GL:Mod 4% 8% 3% 5% 4% 2 2.7% 2.8% 2.9% BUY 193 3.3% 36%
AOR GL:Gro 2% 6% 1% 3% 2% 3 2.4% 2.4% 2.7% BUY 190 2.5% 37%
AOA GL:Agr 0% 5% -1% 0% -1% 4 2.2% 2.1% 2.4% HTD 0%
IYLD GL:Inc 1% 4% -1% -3% -2% 5 1.2% 1.0% 1.1% Sell 0%
COMT GL:Com -22% -7% -10% -14% -12% 6 -2.5% -3.0% -2.8% Sell 0%

3-QAR   Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
TLT
US:LTT 27% 37% 36% 41% 39% 1 4.5% 7.2% 7.1% BUY 0%
FUTY US:Ut 22% 22% 23% 32% 27% 2 2.4% 3.8% 4.8% BUY 99 8.7% 33%
FREL US:RE 18% 18% 17% 25% 21% 3 1.9% 3.2% 3.7% Sell 0%
QQEW GL:EW 4% 11% 1% -10% -4% 4 1.0% 0.2% 0.7% Sell 0%
EUSA US:EW 0% 7% 0% -4% -2% 5 0.6% 0.0% 0.5% Sell 0%
IEFA DM:BMC -5% -3% -7% -2% -4% 6 -0.9% -1.5% -0.7% Sell 0%

4-QAR   Asset   12m     6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
USMV
US:MV 13% 19% 19% 11% 15% 1 2.5% 2.8% 3.2% BUY 108 3.7% 53%
FDLO US:LV 8% 16% 17% 9% 13% 2 2.1% 2.2% 2.6% BUY 186 7.0% 43%
ACWV GL:MV 9% 13% 13% 8% 10% 3 1.5% 1.9% 2.3% HTD 0%
FBND US:TB 7% 9% 9% 7% 8% 4 1.2% 1.6% 1.6% HTD 0%
FQAL US:Qal 0% 4% 8% 1% 4% 5 0.8% 0.4% 0.7% Sell 0%
FDMO US:Mo -1% 6% 5% -7% -1% 6 1.0% 0.2% 0.3% Sell 0%
EFAV DM:MV 1% 3% 3% 0% 2% 7 0.3% 0.3% 0.7% Sell 0%
EEMV EM:MV -2% -8% -2% -11% -6% 8 -0.9% -1.7% -1.2% Sell 0%

5-QAR    Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
AOK
GL:Con 5% 8% 5% 5% 5% 1 1.0% 1.1% 1.2% BUY 241 5.5% 47%
ITOT USA:BMC 0% 9% 2% -4% -1% 2 0.5% 0.4% 0.7% HTD 198 3.6% 46%
IPAC PAC:BMC -4% 3% 0% 4% 2% 4 -0.5% -0.4% 0.1% Sell 0%
IEUR EUR:BMC -6% -8% -12% -6% -9% 5 -2.0% -2.0% -1.6% Sell 0%
ILF LA:LCV -3% -13% -35% -42% -38% 6 -3.3% -4.2% -4.1% Sell 0%
SHY US:STT 3% 2% 1% 1% 1% NR 0.3% 0.4% 0.3% NR 0%

6-QTAR  Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
ITB
US:HC 25% 32% 38% 52% 45% 1 5.0% 6.5% 7.5% BUY 31 7.3% 8%
SOXX US:SC 15% 36% 33% 18% 26% 2 3.1% 4.3% 5.6% BUY 0%
REZ US:RRE 31% 29% 28% 31% 30% 3 5.3% 5.7% 5.8% HTD 17 1.8% 8%
TLH US:LTB 20% 24% 22% 24% 23% 4 4.4% 4.3% 3.8% BUY 0 0%
ITA US:A&D 1% 23% 22% 24% 23% 5 3.3% 4.4% 5.0% BUY 93 3.2% 11%
IDU US:Ut 22% 22% 22% 32% 27% 6 3.6% 4.5% 5.1% BUY 0 0%
ICLN GL:CE 28% 27% 17% 14% 15% 7 3.7% 4.0% 4.4% HTD 7 0.5% 9%
IHI US:MD 10% 29% 13% 6% 9% 8 3.8% 4.0% 4.2% HTD 81 1.8% 11%
IYR US:RE 19% 18% 18% 23% 20% 9 3.2% 3.6% 3.9% BUY 0%
ICF US:RE 23% 18% 16% 22% 19% 10 3.2% 3.6% 3.8% BUY 0%
USRT US:RE 18% 16% 17% 25% 21% 11 2.9% 3.4% 3.9% Sell 0%
JXI GL:Ut 18% 15% 15% 27% 21% 12 2.6% 3.4% 3.9% Sell 0%
FSTA US:CSt 13% 17% 13% 11% 12% 13 2.4% 2.8% 3.0% Sell 0%
IYW US:Tec 5% 18% 10% -3% 3% 14 1.2% 1.7% 2.3% Sell 0%
IXN GL:Tec 5% 18% 9% 1% 5% 15 1.4% 2.1% 2.7% Sell 0%
FTEC US:IT 6% 18% 7% -5% 1% 16 1.3% 1.7% 2.2% Sell 0%
XMLV US:LV 9% 8% 5% 6% 6% 17 1.0% 1.4% 1.7% Sell 0%
FCOM US:Com 4% 5% 1% -12% -5% 18 -0.2% 0.1% 0.6% Sell 0%
IGF GL:Inf 10% 3% -4% 0% -2% 19 0.1% 0.6% 1.0% Sell 0%
XMMO US:MCM 9% 4% -7% -11% -9% 20 -0.2% -0.2% 0.0% Sell 0%
Print the post Back To Top
No. of Recommendations: 2
Quant Asset Rotation & Allocation
Universe : Exchange Traded Funds and Index MF's. 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   MAC(10M)  MAC(10M)  DBE(99d,26w)  Last_99H     CountIF  %Bullish    Risk
10/11/19 Status: Inter Status: SMAR Status: #MktD Bullish Eq-Wt Level
SP600 |
BEARish -1.0% Bullish 0.3% BEARish 283 | 1 6.7% -
SP400 | Bullish -0.7% Bullish 1.9% Bullish 50 | 3 20.0% -
SP500EW | Bullish 1.0% Bullish 3.1% Bullish 19 | 3 20.0% -
SP3200 | Bullish 1.7% Bullish 4.1% Bullish 53 | 3 20.0% -
SP500 | Bullish 3.54 Bullish 3.7% Bullish 14 | 3 20.0% -
--- --- --- --- --- --- --- --- --- ---
IF(Bullish) 4 5 4 13 86.7% Optimist

    Summary (Buy,HTD,Sell)     Vested  HeldD  Held#  Sell  Buy  Sold*  Bot  ROI    YTD   TR1y
1- RS(3,6),RS(6,9),PO(42/210) 122% 178 1 - - - - 1.2% 4.1% -1%
2- RS(3,4),RS(4,5) 79% 199 2 - AOK - - 3.2% 4.1% -1%
3- RS(3,4),RS(4,5),PO(42/126) 35% 106 1 - TLT - - 7.3% 5.8% 5%
4- RS(4,5),RS(5,6) 103% 154 2 - - - - 4.9% 5.8% 5%
5- RS(3,4),RS(4,5),PO(40/120) 94% 227 2 - - - - 4.8% 7.2% 8%
6- RS(3,4),RS(4,5),PO(30/120) 39% 29 4 - EDV IHI REZ 3.1% 4.2% 4%
Cash Allocation 13% 1 --- --- --- --- --- --- --- ---
Portfolio Totals = 85% 116 15 - - - - 3.9% 6.7% 2%
BenchMark = N/A B&H 11 - - - - - 13.4% 3%
1-QTAA      BM     12m     9m      6m      3m   (3,6)  (6,9)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index %G/L RRS189 RRS126 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(61) (Pos) (Adj)
FUAMX
BB:ITT 11% 11% 13% 9% 11% 1 3.7% 3.9% 3.8% BUY 0%
FXAIX SP:500 1% 13% 7% -1% 3% 2 3.6% 3.8% 4.2% HTD 0%
FFNOX AA:GL 1% 11% 6% 0% 3% 3 2.9% 3.0% 3.3% HTD 178 1.2% 122%
FSPSX MSCI:EAFE -2% 6% 0% 0% 0% 4 1.1% 1.3% 1.8% HTD 0%
FSMAX DJ:CTSM -8% 4% -1% -12% -7% 5 1.1% 0.9% 1.1% Sell 0%

2-QTAA  Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(5)   PO(f)   Criteria   HeldD   %G/L  Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(31) ROI (Adj)
AOK
GL:Con 7% 7% 4% 4% 4% 1 2.6% 2.8% 2.9% BUY 0%
AOM GL:Mod 6% 7% 2% 4% 3% 2 2.5% 2.7% 2.8% BUY 200 3.4% 39%
AOR GL:Gro 6% 5% 0% 3% 2% 3 2.2% 2.4% 2.6% BUY 197 3.0% 40%
AOA GL:Agr 5% 4% -3% 1% -1% 4 1.8% 2.0% 2.4% HTD 0%
IYLD GL:Inc 3% 3% -3% -2% -3% 5 0.9% 0.9% 1.0% Sell 0%
COMT GL:Com -18% -7% -13% -8% -11% 6 -2.6% -2.7% -2.3% Sell 0%

3-QAR   Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
TLT
US:LTT 24% 35% 35% 32% 34% 1 4.6% 6.8% 6.2% BUY 0%
FUTY US:Ut 18% 22% 24% 35% 29% 2 2.4% 4.0% 4.9% BUY 106 7.3% 35%
FREL US:RE 19% 17% 18% 26% 22% 3 2.0% 3.2% 3.8% Sell 0%
QQEW GL:EW 14% 9% -4% -8% -6% 4 0.8% 0.3% 0.9% Sell 0%
EUSA US:EW 5% 5% -3% -3% -3% 5 0.4% 0.0% 0.9% Sell 0%
IEFA DM:BMC 1% -3% -5% 3% -1% 6 -0.9% -1.1% -0.1% Sell 0%

4-QAR   Asset   12m     6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
USMV
US:MV 15% 18% 16% 9% 13% 1 2.2% 2.6% 3.0% BUY 115 3.3% 57%
FDLO US:LV 11% 15% 14% 6% 10% 2 1.9% 2.1% 2.5% BUY 193 7.1% 46%
ACWV GL:MV 12% 13% 11% 8% 10% 3 1.4% 1.9% 2.3% HTD 0%
FBND US:TB 7% 9% 8% 7% 7% 4 1.2% 1.5% 1.4% HTD 0%
FQAL US:Qal 6% 4% 7% -2% 3% 5 0.6% 0.4% 0.8% Sell 0%
FDMO US:Mo 6% 4% 2% -10% -4% 7 0.6% 0.0% 0.0% Sell 0%
EFAV DM:MV 6% 3% 3% 2% 2% 6 0.2% 0.4% 0.9% Sell 0%
EEMV EM:MV 4% -7% -3% -11% -7% 8 -0.9% -1.3% -0.8% Sell 0%

5-QAR    Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
AOK
GL:Con 7% 7% 4% 4% 4% 1 0.9% 1.1% 1.1% HTD 248 5.3% 47%
ITOT USA:BMC 6% 7% -1% -3% -2% 2 0.2% 0.5% 0.8% HTD 205 4.3% 47%
IPAC PAC:BMC 1% 4% 1% 9% 5% 3 -0.4% 0.2% 0.7% BUY 0%
IEUR EUR:BMC 1% -8% -10% -2% -6% 5 -1.9% -1.5% -1.1% Sell 0%
ILF LA:LCV -3% -16% -35% -29% -32% 6 -3.6% -3.8% -3.3% Sell 0%
SHY US:STT 2% 2% 1% 1% 1% NR 0.3% 0.3% 0.3% NR 0%

6-QTAR  Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
EDV
US:EDT 33% 48% 49% 47% 48% 1 8.6% 7.9% 7.0% BUY 0%
ITB US:HC 32% 35% 43% 56% 50% 2 5.8% 7.2% 8.0% BUY 38 6.6% 8%
SMH US:SC 27% 42% 32% 19% 25% 3 4.4% 5.9% 6.4% BUY 0 0%
SOXX US:SC 28% 38% 29% 15% 22% 4 3.9% 5.3% 5.7% BUY 0%
REZ US:RRE 30% 28% 30% 34% 32% 5 5.1% 5.4% 5.2% HTD 24 1.3% 9%
XLU US:Ut 18% 23% 24% 36% 30% 6 4.1% 4.8% 5.1% BUY 0 0%
IDU US:Ut 17% 21% 23% 34% 29% 7 3.8% 4.6% 4.9% BUY 0%
TLH US:LTB 17% 22% 21% 19% 20% 8 4.0% 3.5% 3.2% HTD 0%
ITA US:A&D 8% 22% 19% 22% 20% 9 3.5% 4.3% 4.5% HTD 100 4.2% 12%
ICLN GL:CE 34% 24% 14% 14% 14% 10 3.5% 3.9% 4.0% HTD 14 0.4% 9%
IYR US:RE 20% 18% 18% 24% 21% 11 3.1% 3.5% 3.4% Sell 0%
USRT US:RE 18% 16% 19% 28% 23% 12 3.0% 3.6% 3.7% Sell 0%
VNQ US:RE 19% 17% 18% 26% 22% 13 3.1% 3.5% 3.5% Sell 0%
ICF US:RE 22% 17% 17% 24% 21% 14 3.1% 3.4% 3.3% Sell 0%
IHI US:MD 16% 23% 7% -1% 3% 15 3.2% 3.3% 3.1% Sell 0%
XLP US:CSt 14% 16% 13% 12% 12% 16 2.7% 2.9% 2.8% Sell 0%
SPLV US:LV 18% 16% 12% 17% 14% 17 2.7% 3.2% 3.2% Sell 0%
IXN GL:Tec 16% 18% 7% 5% 6% 18 1.8% 2.6% 2.8% Sell 0%
FTEC US:IT 17% 16% 3% -3% 0% 19 1.5% 2.0% 2.0% Sell 0%
XMMO US:MCM 20% 2% -9% -9% -9% 20 -0.2% -0.1% -0.2% Sell 0%
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No. of Recommendations: 3
Quant Asset Rotation & Allocation
Universe : Exchange Traded Funds and Index MF's. Inverse/Leveraged/ETN's are excluded.
Selection : 1- Asset Allocation(MF's), 2- Multi-Asset, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- ETF's/ WWL

  Trends          PO's   PO's   MAC(10M)  MAC(10M)  DBE(99d,26w)  Last_99H     CountIF  %Bullish    Risk
10/18/19 Status: Inter Status: SMAR Status: #MktD Bullish Eq-Wt Level
SP600 |
BEARish -0.3% Bullish 1.6% BEARish 288 | 1 6.7% -
SP400 | BEARish -0.8% Bullish 2.5% Bullish 55 | 2 13.3% -
SP500EW | Bullish 0.7% Bullish 3.4% Bullish 24 | 3 20.0% -
SP3200 | Bullish 1.9% Bullish 4.2% Bullish 58 | 3 20.0% -
SP500 | Bullish 3.61 Bullish 4.4% Bullish 19 | 3 20.0% -
--- --- --- --- --- --- --- --- --- ---
IF(Bullish) 3 5 4 12 80.0% Moderate

    Summary (Buy,HTD,Sell)     Vested  HeldD  Held#  Sell  Buy  Sold*  Bot  ROI    YTD   TR1y
1- RS(3,6),RS(6,9),PO(42/210) 136% 185 1 - - - - 3.3% 5.0% -3%
2- RS(3,4),RS(4,5) 86% 206 2 - AOK - - 3.7% 5.0% -3%
3- RS(3,4),RS(4,5),PO(42/126) 38% 113 1 - TLT - - 7.2% 6.2% 2%
4- RS(4,5),RS(5,6) 113% 161 2 - - - - 5.5% 6.2% 2%
5- RS(3,4),RS(4,5),PO(40/120) 94% 234 2 - - - - 5.2% 7.7% 8%
6- RS(3,4),RS(4,5),PO(30/120) 54% 35 5 ITA SMH IHI XLU 2.6% 5.1% 2%
Cash Allocation 20% 2 --- --- --- --- --- --- --- ---
Portfolio Totals = 90% 122 16 - - - - 4.2% 7.2% 2%
BenchMark = N/A B&H 11 - - - - - 14.5% 4%

1-QTAA      BM     12m     9m      6m      3m   (3,6)  (6,9)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index %G/L RRS189 RRS126 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(61) (Pos) (Adj)
FUAMX
BB:ITT 10% 11% 12% 5% 8% 1 3.6% 3.6% 3.5% BUY 0%
FXAIX SP:500 6% 12% 7% 4% 5% 2 3.5% 3.9% 4.3% HTD 0%
FFNOX AA:GL 5% 10% 7% 5% 6% 3 2.8% 3.2% 3.6% HTD 185 3.3% 136%
FSPSX MSCI:EAFE 3% 5% 1% 9% 5% 4 1.2% 1.7% 2.3% HTD 0%
FSMAX DJ:CTSM -5% 2% -1% -8% -4% 5 0.8% 1.0% 1.3% Sell 0%

2-QTAA  Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(5)   PO(f)   Criteria   HeldD   %G/L  Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(31) ROI (Adj)
AOK
GL:Con 7% 7% 3% 4% 4% 1 2.5% 2.7% 2.8% BUY 0%
AOM GL:Mod 6% 6% 2% 5% 3% 2 2.4% 2.6% 2.8% BUY 207 3.7% 43%
AOR GL:Gro 6% 5% 1% 6% 3% 3 2.1% 2.4% 2.7% BUY 204 3.6% 44%
AOA GL:Agr 5% 4% -2% 6% 2% 4 1.8% 2.2% 2.6% HTD 0%
IYLD GL:Inc 3% 2% -3% 0% -2% 5 0.8% 0.9% 1.1% Sell 0%
COMT GL:Com -18% -6% -13% -2% -8% 6 -2.5% -2.2% -1.8% Sell 0%

3-QAR   Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
TLT
US:LTT 22% 30% 30% 18% 24% 1 4.6% 5.7% 4.8% BUY 0%
FUTY US:Ut 18% 21% 24% 33% 29% 2 2.4% 4.0% 4.6% BUY 113 7.2% 38%
FREL US:RE 22% 18% 21% 24% 22% 3 2.1% 3.3% 3.5% Sell 0%
QQEW GL:EW 11% 9% -4% -1% -2% 4 0.6% 0.7% 1.1% Sell 0%
EUSA US:EW 6% 5% -4% 2% -1% 5 0.3% 0.4% 1.1% Sell 0%
IEFA DM:BMC 3% -1% -2% 13% 6% 6 -0.8% -0.3% 0.6% Sell 0%

4-QAR   Asset   12m     6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
USMV
US:MV 15% 17% 14% 8% 11% 1 2.0% 2.5% 2.6% BUY 122 3.8% 62%
FDLO US:LV 12% 14% 13% 5% 9% 2 1.7% 2.1% 2.3% HTD 200 7.6% 50%
ACWV GL:MV 12% 12% 10% 8% 9% 3 1.3% 2.0% 2.3% BUY 0%
FBND US:TB 7% 9% 7% 6% 6% 4 1.1% 1.3% 1.2% HTD 0%
FQAL US:Qal 5% 5% 6% -2% 2% 5 0.5% 0.6% 0.9% Sell 0%
EFAV DM:MV 6% 4% 3% 3% 3% 6 0.2% 0.7% 1.2% Sell 0%
FDMO US:Mo 4% 3% -1% -11% -6% 7 0.2% -0.1% -0.4% Sell 0%
EEMV EM:MV 4% -5% -4% -9% -6% 8 -0.9% -0.8% -0.4% Sell 0%

5-QAR    Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
AOK
GL:Con 7% 7% 3% 4% 4% 1 0.9% 1.0% 1.1% HTD 255 5.6% 47%
IPAC PAC:BMC 2% 5% 3% 18% 10% 2 0.0% 0.8% 1.5% BUY 0%
ITOT USA:BMC 5% 7% -2% 2% 0% 3 0.4% 0.8% 1.1% HTD 212 4.9% 47%
IEUR EUR:BMC 3% -5% -6% 9% 2% 5 -1.3% -0.7% -0.2% Sell 0%
ILF LA:LCV -6% -20% -32% -10% -21% 6 -3.4% -3.0% -2.1% Sell 0%
SHY US:STT 2% 1% 1% 0% 1% NR 0.3% 0.2% 0.2% NR 0%

6-QTAR  Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
ITB
US:HB 42% 40% 50% 62% 56% 1 6.4% 7.9% 8.5% BUY 45 11.7% 10%
SMH US:SC 23% 44% 29% 27% 28% 2 5.2% 6.7% 6.5% BUY 0 0%
SOXX US:SC 25% 40% 25% 21% 23% 3 4.6% 5.9% 5.6% BUY 0%
REZ US:RRE 32% 28% 31% 32% 31% 4 4.8% 4.9% 5.3% BUY 31 2.7% 10%
XLU US:Ut 19% 22% 25% 34% 30% 5 4.0% 4.5% 4.9% HTD 4 -0.1% 11%
IDU US:Ut 18% 21% 24% 33% 28% 6 3.8% 4.3% 4.7% BUY 0%
XHB US:HB 30% 23% 21% 36% 28% 7 3.4% 4.6% 4.8% BUY 0%
RYU US:Ut 17% 20% 23% 30% 26% 8 3.7% 4.2% 4.6% BUY 0%
USRT US:RE 20% 17% 22% 27% 25% 9 3.0% 3.4% 3.7% BUY 0%
IYR US:RE 23% 18% 20% 22% 21% 10 3.1% 3.2% 3.4% HTD 0%
VNQ US:RE 22% 17% 20% 24% 22% 11 3.1% 3.3% 3.4% Sell 0%
ITA US:A&D 5% 21% 17% 20% 18% 12 3.5% 4.0% 3.7% Sell 107 1.1% 12%
ICF US:RE 25% 17% 20% 22% 21% 13 3.0% 3.0% 3.3% Sell 0%
ICLN GL:CE 30% 20% 11% 12% 12% 14 3.2% 3.4% 3.5% HTD 21 -0.5% 10%
XAR US:A&D 10% 19% 9% 5% 7% 15 3.3% 3.4% 2.8% Sell 0%
SPLV US:LV 19% 15% 12% 17% 15% 16 2.6% 2.9% 3.0% Sell 0%
XLP US:St 13% 15% 12% 11% 11% 17 2.5% 2.5% 2.4% Sell 0%
XLK US:Tec 13% 18% 5% 6% 6% 18 2.2% 2.6% 2.5% Sell 0%
IHI US:MD 14% 18% 4% -3% 0% 19 2.7% 2.6% 2.3% Sell 0%
FTEC US:Tec 12% 16% 2% 3% 3% 20 1.7% 2.1% 2.0% Sell 0%
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No. of Recommendations: 3
Quant Asset Rotation & Allocation
Universe : Exchange Traded Funds and Index MF's. Inverse/Leveraged/ETN's are excluded.
Selection : 1- Asset Allocation(MF's), 2- Multi-Asset, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- ETF's/ WWL
  Trends          PO's   PO's   MAC(10M)  MAC(10M)  DBE(99d,26w)  Last_99H     CountIF  %Bullish    Risk
10/25/19 Status: Inter Status: SMAR Status: #MktD Bullish Eq-Wt Level
SP600 |
Bullish 1.4% Bullish 3.0% BEARish 293 | 2 13.3% -
SP400 | Bullish 0.1% Bullish 3.2% Bullish 59 | 3 20.0% -
SP500EW | Bullish 0.6% Bullish 4.4% Bullish 29 | 3 20.0% -
SP3200 | Bullish 2.0% Bullish 4.8% Bullish 63 | 3 20.0% -
SP500 | Bullish 4.11 Bullish 5.0% Bullish 24 | 3 20.0% -
--- --- --- --- --- --- --- --- --- ---
IF(Bullish) 5 5 4 14 93.3% Optimist

    Summary (Buy,HTD,Sell)     Vested  HeldD  Held#  Sell  Buy  Sold*  Bot  ROI    YTD   TR1y
1- RS(3,6),RS(6,9),PO(42/210) 117% 192 1 - - - - 3.8% 5.4% 2%
2- RS(3,4),RS(4,5) 74% 213 2 - AOA - - 4.2% 5.4% 2%
3- RS(3,4),RS(4,5),PO(42/126) 33% 120 1 - - - - 7.6% 5.9% 4%
4- RS(4,5),RS(5,6) 96% 168 2 - - - - 5.0% 5.9% 4%
5- RS(3,4),RS(4,5),PO(40/120) 94% 241 2 - - - - 6.0% 8.5% 11%
6- RS(3,4),RS(4,5),PO(30/120) 52% 22 6 - EDV ITA SMH 2.7% 5.0% 5%
Cash Allocation 7% 0 --- --- --- --- --- --- --- ---
Portfolio Totals = 83% 121 17 - - - - 4.3% 7.3% 4%
BenchMark = N/A B&H 11 - - - - - 15.6% 9%

1-QTAA      BM       12m     9m      6m      3m   (3,6)  (6,9)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index RRS252 RRS189 RRS126 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(61) (Pos) (Adj)
FUAMX
BB:ITT 10% 11% 11% 0% 6% 1 3.4% 3.3% 3.1% HTD 0%
FXAIX SP:500 14% 11% 8% 11% 9% 2 3.3% 3.8% 4.2% HTD 0%
FFNOX AA:GL 11% 9% 8% 12% 10% 3 2.8% 3.3% 3.6% HTD 192 3.8% 117%
FSPSX MSCI:EAFE 8% 5% 3% 21% 12% 4 1.4% 2.1% 2.7% BUY 0%
FSMAX DJ:CTSM 5% 1% 0% 0% 0% 5 0.5% 0.8% 1.1% Sell 0%

2-QTAA  Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(5)   PO(f)   Criteria   HeldD   %G/L  Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(31) ROI (Adj)
AOK
GL:Con 9% 5% 4% 5% 4% 1 2.4% 2.6% 2.6% HTD 0%
AOM GL:Mod 9% 5% 3% 6% 5% 2 2.3% 2.5% 2.6% BUY 214 4.2% 37%
AOR GL:Gro 10% 4% 2% 10% 6% 3 2.1% 2.5% 2.6% BUY 211 4.2% 37%
AOA GL:Agr 11% 3% 1% 13% 7% 4 1.8% 2.3% 2.6% BUY 0%
IYLD GL:Inc 5% 1% -1% 4% 1% 5 0.8% 1.0% 1.1% Sell 0%
COMT GL:Com -13% -5% -10% 8% -1% 6 -2.4% -1.8% -1.5% Sell 0%

3-QAR   Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
TLT
US:LTT 21% 26% 25% 0% 12% 1 4.6% 4.7% 4.0% HTD 0%
FUTY US:Ut 16% 21% 25% 30% 28% 2 2.5% 4.1% 4.5% BUY 120 7.6% 33%
FREL US:RE 21% 18% 22% 22% 22% 3 2.2% 3.3% 3.5% Sell 0%
IEFA DM:BMC 9% 1% 3% 25% 14% 4 -0.7% 0.5% 1.0% Sell 0%
QQEW GL:EW 22% 7% -4% 10% 3% 5 0.4% 1.1% 1.1% Sell 0%
EUSA US:EW 13% 4% -2% 11% 4% 6 0.1% 0.9% 1.1% Sell 0%

4-QAR   Asset   12m     6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
USMV
US:MV 17% 16% 11% 6% 9% 1 1.8% 2.4% 2.3% BUY 129 2.8% 53%
FDLO US:LV 17% 14% 10% 4% 7% 2 1.5% 2.0% 2.0% HTD 207 7.8% 43%
ACWV GL:MV 14% 12% 10% 9% 9% 3 1.2% 2.0% 2.2% BUY 0%
FBND US:TB 7% 8% 6% 5% 6% 4 1.1% 1.1% 1.0% HTD 0%
FQAL US:Qal 12% 6% 5% -1% 2% 5 0.4% 0.9% 0.9% Sell 0%
EFAV DM:MV 10% 5% 4% 6% 5% 6 0.3% 1.0% 1.4% Sell 0%
FDMO US:Mo 10% 2% -4% -13% -9% 7 -0.1% -0.2% -0.7% Sell 0%
EEMV EM:MV 9% -2% -4% -5% -5% 8 -0.9% -0.3% -0.1% Sell 0%

5-QAR    Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
IPAC
PAC:BMC 9% 6% 7% 28% 17% 1 0.7% 1.6% 2.0% BUY 0%
AOK GL:Con 9% 5% 4% 5% 4% 2 0.9% 1.0% 1.0% HTD 262 5.9% 47%
ITOT USA:BMC 13% 6% -1% 10% 4% 3 0.7% 1.2% 1.3% HTD 219 6.2% 47%
IEUR EUR:BMC 10% -3% 0% 22% 11% 5 -0.6% 0.1% 0.4% Sell 0%
ILF LA:LCV 4% -20% -24% 13% -5% 6 -2.8% -1.7% -1.3% Sell 0%
SHY US:STT 2% 1% 1% 0% 0% NR 0.2% 0.2% 0.1% NR 0%

6-QTAR   Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
ITB
US:HB 54% 43% 53% 65% 59% 1 7.3% 8.5% 9.2% BUY 52 12.4% 8%
EDV US:FI 28% 36% 35% -1% 17% 2 5.5% 5.0% 5.2% BUY 0%
SMH US:SC 43% 41% 27% 44% 36% 3 6.3% 6.8% 6.8% HTD 2 5.0% 8%
SOXX US:SC 44% 36% 23% 37% 30% 4 5.6% 5.9% 5.6% BUY 0%
REZ US:RE 28% 28% 29% 28% 29% 5 4.6% 4.9% 5.2% BUY 38 0.9% 8%
XHB US:HB 41% 24% 25% 45% 35% 6 4.3% 5.0% 5.5% HTD 3 1.2% 8%
XLU US:Ut 16% 22% 26% 31% 29% 7 4.0% 4.5% 4.6% HTD 11 0.4% 10%
IDU US:Ut 16% 21% 25% 30% 27% 8 3.9% 4.3% 4.4% BUY 0%
USRT US:RE 19% 19% 23% 27% 25% 9 3.3% 3.6% 3.8% BUY 0%
VNQ US:RE 21% 18% 22% 22% 22% 10 3.2% 3.4% 3.4% BUY 0%
IYR US:RE 21% 18% 21% 20% 21% 11 3.1% 3.3% 3.4% BUY 0%
ICF US:RE 22% 17% 20% 20% 20% 12 3.0% 3.2% 3.3% BUY 0%
SPLV US:LCLV 20% 13% 12% 17% 14% 13 2.6% 2.7% 2.7% BUY 0%
IXN GL:Tec 23% 16% 8% 24% 16% 14 2.8% 3.0% 3.1% BUY 0%
XLP US:St 12% 14% 10% 12% 11% 15 2.3% 2.2% 2.2% BUY 0%
ICLN GL:CE 35% 16% 8% 9% 9% 16 3.0% 3.0% 2.4% HTD 28 -1.5% 9%
XLK US:Tec 23% 15% 4% 16% 10% 17 2.5% 2.5% 2.5% HTD 0%
XAR US:A&D 19% 14% 5% 1% 3% 18 2.8% 2.3% 1.2% HTD 0%
LGLV US:LCLV 21% 10% 4% 6% 5% 19 1.9% 1.8% 1.6% HTD 0%
IHI US:MD 20% 12% 0% -3% -1% 20 2.3% 1.9% 1.4% HTD 0%
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No. of Recommendations: 2
Quant Asset Rotation & Allocation
Universe : Exchange Traded Funds and Index MF's. Inverse/Leveraged/ETN's are excluded.
Selection : 1- Asset Allocation(MF's), 2- Multi-Asset, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- ETF's/ WWL

   Market Trends          PO's             MAC(10M)             DBE(99d,26w)            CountIF  %Bullish    Risk
1-Nov-2019 Status: Inter Status: TP,210 Status: #MktD Bullish Eq-Wt Level
SP600 (IJR) Daily | Bullish 2.5% | Bullish 3.8% | BEARish 298 | 2 13.3% -
SP400 (MDY) Daily | Bullish 1.5% | Bullish 4.0% | Bullish 64 | 3 20.0% -
SP500EW (RSP) Daily | Bullish 0.9% | Bullish 5.0% | Bullish 0 | 3 20.0% -
SP3200 (ITOT) Daily | Bullish 1.9% | Bullish 5.9% | Bullish 0 | 3 20.0% -
SP500 (.SPX) Daily | Bullish 47.88 | Bullish 6.5% | Bullish 0 | 3 20.0% -
--- --- --- --- --- --- --- --- --- ---
IF(Bullish) = 5 5 4 14 93.3% Optimist

    Summary (Buy,HTD,Sell)     Vested  HeldD  Held#  Sell  Buy   Sold*  Bot  ROI    YTD   TR1y
1- RS(3,6),RS(6,9),PO(42/210) 123% 199 1 - - - - 4.6% 6.5% 2%
2- RS(3,4),RS(4,5) 112% 147 3 - - - AOA 3.9% 6.5% 2%
3- RS(3,4),RS(4,5),PO(42/126) 35% 127 1 - - - - 7.6% 6.5% 4%
4- RS(4,5),RS(5,6) 102% 175 2 - - - - 5.9% 6.5% 4%
5- RS(3,4),RS(4,5),PO(40/120) 94% 248 2 ITOT - - - 7.2% 9.6% 11%
6- RS(3,4),RS(4,5),PO(30/120) 46% 24 5 - SOXX ICLN SMH 4.1% 6.4% 5%
Cash Allocation 7% 7 1 --- --- --- --- --- --- ---
Portfolio Totals = 86% 117 17 - - - - 5.2% 8.1% 4%
BenchMark = N/A B&H 11 - - - - - 16.7% 9%

1-QTAA      BM       12m     9m      6m      3m   (3,6)  (6,9)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index RRS252 RRS189 RRS126 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(61) (Pos) (Adj)
FXAIX
SP:500 14% 10% 10% 18% 14% 1 3.3% 3.9% 3.9% HTD 0%
FUAMX BB:ITT 10% 11% 9% -4% 3% 2 3.1% 2.9% 2.9% HTD 0%
FFNOX AA:GL 11% 9% 9% 18% 14% 3 2.9% 3.4% 3.5% HTD 199 4.6% 123%
FSPSX MSCI:EAFE 8% 5% 6% 30% 18% 4 1.7% 2.6% 2.8% BUY 0%
FSMAX DJ:CTSM 6% 0% 2% 10% 6% 5 0.5% 0.9% 0.9% Sell 0%

2-QTAA  Asset    6m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(5)   PO(f)   Criteria   HeldD   %G/L  Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(31) ROI (Adj)
AOK
GL:Con 4% 5% 4% 5% 5% 1 2.4% 2.5% 2.5% HTD 0%
AOR GL:Gro 3% 3% 5% 12% 9% 2 2.1% 2.5% 2.5% BUY 218 5.2% 40%
AOM GL:Mod 3% 4% 5% 7% 6% 3 2.3% 2.4% 2.4% BUY 221 5.0% 39%
AOA GL:Agr 3% 3% 5% 18% 11% 4 1.9% 2.5% 2.5% HTD 2 1.1% 33%
IYLD GL:Inc 2% 0% 0% 6% 3% 5 0.8% 1.0% 1.0% Sell 0%
COMT GL:Com -1% -6% -6% 15% 5% 6 -2.1% -1.5% -1.5% Sell 0%

3-QAR   Asset    6m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
FUTY
US:Ut 10% 20% 24% 23% 24% 1 2.7% 3.9% 4.2% BUY 127 7.6% 35%
TLT US:LTT 13% 23% 19% -14% 3% 2 4.3% 3.5% 3.6% HTD 0%
FREL US:RE 8% 18% 21% 18% 20% 3 2.4% 3.2% 3.4% Sell 0%
IEFA DM:BMC 3% 3% 10% 32% 21% 4 -0.3% 1.2% 1.5% Sell 0%
QQEW GL:EW 3% 5% 0% 18% 9% 5 0.6% 1.6% 1.3% Sell 0%
EUSA US:EW 3% 3% 2% 18% 10% 6 0.3% 1.4% 1.0% Sell 0%

4-QAR   Asset    6m     6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
USMV
US:MV 7% 15% 9% 5% 7% 1 1.7% 2.1% 1.9% HTD 136 3.6% 56%
FDLO US:LV 7% 14% 8% 5% 6% 2 1.5% 2.0% 1.8% HTD 214 8.7% 46%
ACWV GL:MV 7% 12% 9% 10% 9% 3 1.3% 2.0% 2.2% BUY 0%
FBND US:TB 4% 7% 5% 4% 5% 4 1.0% 0.9% 1.0% HTD 0%
FQAL US:Qal 3% 8% 3% 1% 2% 6 0.5% 1.2% 1.0% Sell 0%
EFAV DM:MV 5% 6% 5% 10% 7% 5 0.5% 1.3% 1.7% Sell 0%
EEMV EM:MV 0% 0% -4% 0% -2% 7 -0.6% 0.2% 0.2% Sell 0%
FDMO US:Mo 1% 1% -7% -13% -10% 8 -0.2% -0.4% -0.9% Sell 0%

5-QAR    Asset    6m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
IPAC
PAC:BMC 5% 7% 13% 35% 24% 1 1.2% 2.1% 2.3% BUY 0%
AOK GL:Con 4% 5% 4% 5% 5% 2 0.9% 0.9% 0.9% HTD 269 6.6% 47%
IEUR EUR:BMC 1% -1% 7% 30% 19% 3 0.0% 0.7% 0.8% HTD 0%
ITOT USA:BMC 4% 4% 2% 16% 9% 4 0.9% 1.3% 1.2% Sell 226 7.8% 47%
ILF LA:LCV 3% -17% -14% 31% 9% 6 -2.0% -0.9% -0.8% Sell 0%
SHY US:STT 1% 1% 1% -1% 0% NR 0.2% 0.1% 0.1% NR 0%

6-QTAA   Asset    6m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
ITB
US:HB 18% 45% 56% 64% 60% 1 7.7% 8.8% 9.5% BUY 59 12.2% 9%
SMH US:SC 13% 39% 32% 56% 44% 2 6.9% 7.2% 7.8% HTD 9 7.5% 9%
SOXX US:SC 9% 34% 27% 47% 37% 3 6.2% 6.1% 6.5% BUY 0%
EDV US:FI 18% 32% 27% -21% 3% 4 4.0% 4.2% 3.8% HTD 0%
XHB US:HB 12% 24% 30% 49% 40% 5 4.8% 5.4% 5.9% HTD 10 1.3% 9%
REZ US:RE 13% 26% 27% 19% 23% 6 4.0% 4.5% 4.8% BUY 45 1.1% 9%
XLU US:Ut 11% 21% 25% 24% 24% 7 3.7% 4.1% 3.9% HTD 18 0.3% 10%
IDU US:Ut 10% 20% 24% 23% 23% 8 3.6% 3.9% 3.7% BUY 0%
USRT US:RE 8% 19% 23% 24% 24% 9 3.2% 3.5% 3.7% BUY 0 0%
VNQ US:RE 8% 17% 21% 18% 20% 10 2.9% 3.2% 3.3% BUY 0%
IYR US:RE 8% 17% 20% 16% 18% 11 2.9% 3.1% 3.2% BUY 0%
ICF US:RE 7% 15% 18% 14% 16% 12 2.6% 2.8% 2.9% BUY 0%
IXN GL:Tec 9% 14% 12% 31% 22% 13 3.0% 3.2% 3.6% BUY 0%
SPLV US:LCLV 8% 11% 11% 13% 12% 14 2.3% 2.4% 2.2% BUY 0%
XLK US:Tec 8% 12% 8% 23% 16% 15 2.6% 2.7% 2.9% BUY 0%
ICLN GL:CE 6% 11% 6% 1% 3% 16 2.4% 1.9% 1.5% HTD 0%
FTEC US:Tec 7% 10% 5% 21% 13% 17 2.2% 2.2% 2.4% BUY 0%
XAR US:A&D 9% 10% 3% -3% 0% 18 2.2% 1.1% 0.4% HTD 0%
LGLV US:LCLV 7% 7% 3% 5% 4% 19 1.5% 1.4% 1.3% HTD 0%
IHI US:MD 9% 8% 1% -1% 0% 20 1.8% 1.3% 1.0% HTD 0%
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No. of Recommendations: 2
Quant Asset Rotation & Allocation
Universe : Exchange Traded Funds and Index MF's. Inverse/Leveraged/ETN's are excluded.
Selection : 1- Asset Allocation(MF's), 2- Multi-Asset, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- ETF's/ WWL

   Market Trends          PO's             MAC(10M)             DBE(99d,26w)            CountIF  %Bullish    Risk
8-Nov-2019 Status: Inter Status: TP,210 Status: #MktD Bullish Eq-Wt Level
SP600 (IJR) Daily | Bullish 3.0% | Bullish 4.6% | Bullish 2 | 3 20.0% -
SP400 (MDY) Daily | Bullish 2.6% | Bullish 4.5% | Bullish 1 | 3 20.0% -
SP500EW (RSP) Daily | Bullish 1.6% | Bullish 5.6% | Bullish 1 | 3 20.0% -
SP3200 (ITOT) Daily | Bullish 2.0% | Bullish 6.4% | Bullish 1 | 3 20.0% -
SP500 (.SPX) Daily | Bullish 57.68 | Bullish 7.0% | Bullish 1 | 3 20.0% -
--- --- --- --- --- --- --- --- --- ---
IF(Bullish) = 5 5 5 15 100.0% Optimist

    Summary (Buy,HTD,Sell)     Vested  HeldD  Held#  Sell  Buy   Sold*  Bot  ROI    YTD   TR1y
1- RS(3,6),RS(6,9),PO(42/210) 117% 206 1 - - - - 5.9% 7.0% 2%
2- RS(3,4),RS(4,5) 105% 154 3 - - - AOA 4.0% 7.0% 2%
3- RS(3,4),RS(4,5),PO(42/126) 31% 134 1 - - - - 3.6% 5.1% -3%
4- RS(4,5),RS(5,6) 95% 182 2 - - - - 5.5% 5.1% -3%
5- RS(3,4),RS(4,5),PO(40/120) 94% 255 2 - - - - 7.4% 9.9% 9%
6- RS(3,4),RS(4,5),PO(30/120) 48% 26 6 - SOXX ICLN SMH 1.2% 3.8% -1%
Cash Allocation 0% 4 0 --- --- --- --- --- --- ---
Portfolio Totals = 83% 116 18 - - - - 3.7% 7.4% 1%
BenchMark = N/A B&H 11 - - - - - 17.5% 7%

1-QTAA      BM       12m     9m      6m      3m   (3,6)  (6,9)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index RRS252 RRS189 RRS126 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(61) (Pos) (Adj)
FXAIX
SP:500 16% 11% 12% 22% 17% 1 3.5% 3.8% 3.7% HTD 0%
FUAMX BB:ITT 10% 11% 8% -6% 1% 3 2.9% 2.6% 2.8% HTD 0%
FFNOX AA:GL 13% 9% 11% 24% 17% 2 3.0% 3.4% 3.4% HTD 206 5.9% 117%
FSPSX MSCI:EAFE 10% 6% 8% 41% 25% 4 2.2% 2.9% 3.0% BUY 0%
FSMAX DJ:CTSM 7% 0% 4% 16% 10% 5 0.7% 1.0% 0.7% Sell 0%

2-QTAA  Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(5)   PO(f)   Criteria   HeldD   %G/L  Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(31) ROI (Adj)
AOA
GL:Agr 8% 4% 10% 23% 16% 1 2.1% 2.5% 2.5% HTD 9 1.7% 31%
AOR GL:Gro 7% 4% 8% 15% 11% 2 2.2% 2.5% 2.5% BUY 225 5.4% 37%
AOM GL:Mod 7% 4% 6% 7% 7% 3 2.3% 2.3% 2.3% HTD 228 4.7% 36%
AOK GL:Con 7% 4% 5% 5% 5% 4 2.3% 2.3% 2.4% HTD 0%
IYLD GL:Inc 4% 0% 2% 8% 5% 5 0.8% 1.0% 1.0% Sell 0%
COMT GL:Com -13% -5% 1% 20% 11% 6 -1.6% -1.2% -1.4% Sell 0%

3-QAR   Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
FUTY
US:Ut 12% 20% 24% 14% 19% 1 2.6% 3.5% 3.4% BUY 134 3.6% 31%
FREL US:RE 13% 18% 22% 12% 17% 2 2.3% 2.8% 3.0% HTD 0%
TLT US:LTT 20% 20% 11% -21% -5% 3 3.7% 2.6% 2.6% Sell 0%
IEFA DM:BMC 6% 7% 19% 44% 32% 4 0.2% 1.7% 2.0% Sell 0%
QQEW GL:EW 15% 6% 7% 25% 16% 5 0.9% 1.7% 1.7% Sell 0%
EUSA US:EW 9% 4% 7% 25% 16% 6 0.5% 1.5% 1.3% Sell 0%

4-QAR   Asset   12m     6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
FDLO
US:LV 12% 14% 8% 6% 7% 1 1.4% 1.7% 1.7% HTD 221 8.9% 43%
ACWV GL:MV 10% 12% 9% 11% 10% 2 1.3% 1.9% 1.9% BUY 0%
USMV US:MV 12% 14% 7% 5% 6% 3 1.5% 1.7% 1.5% HTD 143 2.8% 52%
EFAV DM:MV 8% 7% 8% 14% 11% 4 0.6% 1.5% 1.8% BUY 0%
FQAL US:Qal 8% 9% 4% 5% 5% 5 0.7% 1.2% 1.2% Sell 0%
FBND US:TB 7% 6% 4% 2% 3% 6 0.9% 0.7% 0.7% Sell 0%
EEMV EM:MV 4% 2% -1% 5% 2% 7 -0.3% 0.5% 0.6% Sell 0%
FDMO US:Mo 4% 0% -8% -10% -9% 8 -0.4% -0.7% -1.1% Sell 0%

5-QAR    Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
IPAC
PAC:BMC 6% 12% 22% 47% 35% 1 1.8% 2.4% 2.6% BUY 0%
IEUR EUR:BMC 5% 4% 16% 42% 29% 2 0.7% 1.1% 1.3% BUY 0%
ITOT USA:BMC 9% 5% 7% 21% 14% 3 1.2% 1.4% 1.2% HTD 233 8.7% 48%
AOK GL:Con 7% 4% 5% 5% 5% 4 0.8% 0.8% 0.9% HTD 276 6.1% 46%
ILF LA:LCV -3% -12% -1% 52% 26% 6 -1.2% -0.6% -0.5% Sell 0%
SHY US:STT 2% 1% 0% -1% -1% NR 0.1% 0.1% 0.1% NR 0%

6-QTAA   Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
ITB
US:HB 36% 59% 73% 77% 75% 1 7.7% 8.7% 9.4% BUY 66 8.3% 8%
SMH US:SC 36% 51% 46% 87% 67% 2 7.1% 8.0% 9.3% HTD 16 10.1% 9%
SOXX US:SC 38% 44% 38% 71% 55% 3 6.3% 6.9% 8.0% BUY 0%
XHB US:HB 28% 29% 41% 63% 52% 4 4.8% 5.7% 6.4% HTD 17 -0.5% 8%
REZ US:RE 18% 26% 24% 7% 16% 5 3.6% 3.8% 3.8% BUY 52 -4.2% 8%
XLU US:Ut 13% 21% 25% 14% 19% 6 3.4% 3.3% 3.0% HTD 25 -3.3% 9%
EDV US:FI 27% 30% 15% -29% -7% 7 3.0% 2.8% 1.8% HTD 0%
USRT US:RE 13% 20% 25% 19% 22% 8 3.0% 3.2% 3.4% HTD 3 -2.3% 6%
IDU US:Ut 12% 20% 23% 14% 18% 9 3.2% 3.1% 2.8% BUY 0%
VNQ US:RE 13% 17% 22% 12% 17% 10 2.7% 2.7% 2.9% BUY 0%
IXN GL:Tec 20% 18% 21% 44% 32% 11 3.3% 3.8% 4.6% BUY 0 0%
IYR US:RE 14% 17% 19% 10% 15% 12 2.6% 2.7% 2.8% BUY 0%
ICF US:RE 14% 14% 16% 4% 10% 13 2.2% 2.2% 2.2% BUY 0%
XLK US:Tec 21% 14% 14% 33% 23% 14 2.7% 3.2% 3.9% BUY 0%
FTEC US:Tec 21% 12% 11% 30% 20% 15 2.3% 2.7% 3.4% BUY 0%
SPLV US:LCLV 15% 11% 12% 9% 11% 16 2.0% 1.9% 1.8% BUY 0%
XAR US:A&D 19% 9% 4% -2% 1% 17 1.7% 0.6% 0.9% HTD 0%
LGLV US:LCLV 15% 6% 4% 3% 3% 18 1.3% 1.1% 1.2% HTD 0%
ICLN GL:CE 20% 7% 2% -7% -2% 19 1.6% 0.8% 0.7% HTD 0%
IHI US:MD 15% 5% 0% -2% -1% 20 1.3% 0.9% 0.9% HTD 0%
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No. of Recommendations: 2
Quant Asset Rotation & Allocation
Universe : Exchange Traded Funds and Index MF's. Inverse/Leveraged/ETN's are excluded.
Selection : 1- Asset Allocation(MF's), 2- Multi-Asset, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- ETF's/ WWL

   Market Trends          PO's             MAC(10M)             DBE(99d,26w)            CountIF  %Bullish    Risk
15-Nov-2019 Status: Inter Status: TP,210 Status: #MktD Bullish Eq-Wt Gauges
SP600 (IJR) Daily | Bullish 2.7% | Bullish 3.9% | Bullish 7 | 3 20.0% Risk On
SP400 (MDY) Daily | Bullish 3.3% | Bullish 4.5% | Bullish 6 | 3 20.0% Risk On
SP500EW (RSP) Daily | Bullish 2.5% | Bullish 6.0% | Bullish 0 | 3 20.0% Risk On
SP3200 (ITOT) Daily | Bullish 2.3% | Bullish 7.0% | Bullish 0 | 3 20.0% Risk On
SP500 (.SPX) Daily | Bullish 66.07 | Bullish 7.5% | Bullish 0 | 3 20.0% Risk On
--- --- --- --- --- --- --- --- --- ---
IF(Bullish) = 5 5 5 15 100.0% Risk On

    Summary (Buy,HTD,Sell)     Vested  HeldD  Held#  Sell  Buy   Sold*  Bot  ROI    YTD   TR1y
1- RS(3,6),RS(6,9),PO(42/210) 118% 213 1 - - - - 6.0% 7.3% 2%
2- RS(3,4),RS(4,5) 106% 161 3 - - - AOA 4.4% 7.3% 2%
3- RS(3,4),RS(4,5),PO(42/126) 32% 141 1 - IEFA - - 5.2% 6.6% 2%
4- RS(4,5),RS(5,6) 97% 189 2 - - - - 6.9% 6.6% 2%
5- RS(3,4),RS(4,5),PO(40/120) 94% 262 2 - - - - 8.1% 10.6% 12%
6- RS(3,4),RS(4,5),PO(30/120) 47% 18 6 - SOXX REZ SMH 3.4% 6.5% 5%
Cash Allocation 0% 11 0 --- --- --- --- --- --- ---
Portfolio Totals = 83% 106 18 - - - - 5.0% 8.5% 4%
BenchMark = N/A B&H 11 - - - - - 17.6% 9%

1-QTAA      BM       12m     9m      6m      3m   (3,6)  (6,9)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index RRS252 RRS189 RRS126 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(61) (Pos) (Adj)
FXAIX
SP:500 17% 11% 12% 24% 18% 1 3.7% 3.7% 3.8% HTD 0%
FFNOX AA:GL 13% 9% 12% 24% 18% 2 3.3% 3.4% 3.5% HTD 213 6.0% 118%
FUAMX BB:ITT 10% 10% 6% -7% 0% 3 2.5% 2.5% 2.5% HTD 0%
FSPSX MSCI:EAFE 11% 6% 10% 41% 25% 4 2.7% 3.1% 3.3% BUY 0%
FSMAX DJ:CTSM 8% 1% 5% 19% 12% 5 0.9% 0.9% 0.8% Sell 0%

2-QTAA  Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(31) (Pos) (Adj)
AOA
GL:Agr 11% 6% 15% 23% 19% 1 2.4% 2.5% 2.6% HTD 16 2.1% 32%
AOR GL:Gro 10% 5% 11% 15% 13% 2 2.3% 2.4% 2.5% BUY 232 5.6% 38%
AOM GL:Mod 9% 4% 7% 7% 7% 3 2.2% 2.2% 2.3% HTD 235 5.2% 37%
AOK GL:Con 9% 4% 5% 5% 5% 4 2.2% 2.2% 2.3% HTD 0%
IYLD GL:Inc 5% 0% 3% 7% 5% 6 0.9% 0.9% 0.9% Sell 0%
COMT GL:Com -10% -4% 7% 20% 13% 5 -1.2% -1.2% -1.3% Sell 0%

3-QAR   Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
IEFA
DM:BMC 9% 11% 26% 43% 35% 1 0.7% 2.0% 2.8% BUY 0%
FUTY US:Ut 15% 18% 19% 2% 11% 2 2.5% 3.0% 2.6% HTD 141 5.2% 32%
FREL US:RE 15% 17% 17% 4% 11% 3 2.2% 2.5% 2.6% Sell 0%
QQEW GL:EW 21% 7% 14% 28% 21% 4 1.1% 1.7% 2.5% Sell 0%
EUSA US:EW 14% 6% 14% 26% 20% 5 0.8% 1.5% 1.8% Sell 0%
TLT US:LTT 21% 15% 0% -23% -11% 6 2.9% 2.1% 1.5% Sell 0%

4-QAR   Asset   12m     6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
FDLO
US:LV 17% 13% 8% 9% 8% 1 1.4% 1.6% 1.8% HTD 228 10.5% 44%
ACWV GL:MV 12% 11% 9% 12% 10% 2 1.3% 1.7% 1.9% BUY 0%
USMV US:MV 16% 12% 6% 5% 5% 3 1.3% 1.3% 1.3% HTD 150 4.0% 53%
EFAV DM:MV 9% 8% 9% 17% 13% 4 0.8% 1.6% 2.1% BUY 0%
FQAL US:Qal 12% 10% 5% 10% 8% 5 0.8% 1.3% 1.7% Sell 0%
FBND US:TB 7% 5% 3% 1% 2% 6 0.7% 0.6% 0.5% Sell 0%
EEMV EM:MV 5% 1% -1% 10% 5% 7 -0.1% 0.4% 0.9% Sell 0%
FDMO US:Mo 11% -1% -8% -7% -8% 8 -0.4% -0.9% -0.9% Sell 0%

5-QAR    Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
IPAC
PAC:BMC 9% 14% 29% 45% 37% 1 2.2% 2.6% 2.9% BUY 0%
IEUR EUR:BMC 8% 8% 24% 41% 33% 2 1.2% 1.5% 1.8% BUY 0%
ITOT USA:BMC 15% 7% 13% 24% 18% 3 1.4% 1.3% 1.5% HTD 240 9.7% 48%
AOK GL:Con 9% 4% 5% 5% 5% 4 0.7% 0.8% 0.8% HTD 283 6.5% 46%
ILF LA:LCV 2% -12% 8% 46% 27% 6 -0.8% -0.7% -0.3% Sell 0%
SHY US:STT 2% 0% 0% -1% -1% NR 0.0% 0.1% 0.1% NR 0%

6-QTAA   Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
ITB
US:HB 44% 62% 74% 65% 69% 1 7.7% 8.7% 9.4% BUY 73 10.8% 8%
SMH US:SC 44% 51% 58% 93% 75% 2 7.1% 8.9% 10.4% HTD 23 11.0% 9%
SOXX US:SC 46% 45% 49% 77% 63% 3 6.2% 7.7% 9.2% BUY 0%
XHB US:HB 33% 32% 48% 56% 52% 4 4.9% 5.9% 6.9% HTD 24 0.5% 8%
IXN GL:Tec 30% 20% 30% 49% 40% 5 3.5% 4.6% 5.5% BUY 0 0%
SPGP US:GARP 26% 16% 30% 60% 45% 6 2.9% 4.1% 5.5% HTD 2 1.0% 6%
USRT US:RE 14% 19% 21% 11% 16% 7 2.7% 2.8% 2.9% HTD 10 -0.8% 6%
XLK US:Tec 31% 17% 23% 40% 31% 8 2.9% 3.9% 4.8% BUY 0 0%
XLU US:Ut 15% 19% 20% 3% 12% 9 2.9% 2.5% 2.2% BUY 32 -1.6% 10%
REZ US:RE 19% 21% 16% -4% 6% 10 2.9% 2.8% 2.4% BUY 0%
QQQ GL:LC 23% 11% 19% 34% 27% 11 2.1% 3.1% 4.0% BUY 0%
EDV US:FI 28% 22% 1% -31% -15% 12 2.2% 1.1% 0.2% HTD 0%
RYT US:Tec 27% 8% 14% 30% 22% 13 1.7% 2.5% 3.4% BUY 0 0%
SPLV US:LCLV 17% 10% 11% 5% 8% 14 1.7% 1.5% 1.5% BUY 0%
ONEQ GL:LC 20% 7% 14% 29% 21% 15 1.5% 2.4% 3.3% BUY 0%
XAR US:A&D 27% 10% 7% 1% 4% 16 1.1% 1.2% 1.6% BUY 0%
LGLV US:LCLV 19% 5% 5% 2% 4% 17 1.0% 1.0% 1.2% HTD 0%
IHI US:MD 25% 5% 2% 1% 1% 18 0.9% 0.9% 1.4% HTD 0%
ICLN GL:CE 25% 3% -1% -13% -7% 19 0.7% 0.3% -0.2% HTD 0%
XMMO US:MCG 26% -4% -1% 5% 2% 20 -0.3% -0.1% 0.2% Sell 0%


  Risk   Count    Gauge     Risk includes the possibility of losing some or all of an investment.
Gauges
Risk On 0-4 Risk Off focuses solely on Safety
Risk On
Risk On 5-10 Averse prefer the lower-risk option
Risk On
Risk On 11-15 Risk On focuses on potential gains
---
Risk On
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No. of Recommendations: 2
Quant Asset Rotation & Allocation
Universe : Exchange Traded Funds and Index MF's. Inverse/Leveraged/ETN's are excluded.
Selection : 1- Asset Allocation(MF's), 2- Multi-Asset, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- ETF's/ WWL

   Market Trends          PO's             MAC(10M)             DBE(99d,26w)            CountIF  %Bullish    Risk
22-Nov-2019 Status: Inter Status: TP,210 Status: #MktD Bullish Eq-Wt Gauges
SP600 (IJR) Daily | Bullish 2.0% | Bullish 2.6% | Bullish 12 | 3 20.0% Risk On
SP400 (MDY) Daily | Bullish 3.3% | Bullish 3.5% | Bullish 10 | 3 20.0% Risk On
SP500EW (RSP) Daily | Bullish 3.0% | Bullish 5.2% | Bullish 2 | 3 20.0% Risk On
SP3200 (ITOT) Daily | Bullish 2.9% | Bullish 6.4% | Bullish 2 | 3 20.0% Risk On
SP500 (.SPx) Daily | Bullish 72.81 | Bullish 6.8% | Bullish 2 | 3 20.0% Risk On
--- --- --- --- --- --- --- --- --- ---
IF(Bullish) = 5 5 5 15 100.0% Risk On


    Summary (Buy,HTD,Sell)     Vested  HeldD  Held#  Sell  Buy   Sold*  Bot   ROI    YTD   TR1y
1- RS(3,6),RS(6,9),PO(42/210) 118% 220 1 - - - - 6.2% 7.3% 4%
2- RS(3,4),RS(4,5) 106% 168 3 - - - AOA 4.3% 7.3% 4%
3- RS(3,4),RS(4,5),PO(42/126) 32% 148 1 - IEFA - - 5.5% 6.5% 3%
4- RS(4,5),RS(5,6) 92% 118 2 - - USMV ACWV 4.6% 6.5% 3%
5- RS(3,4),RS(4,5),PO(40/120) 94% 269 2 - - - - 8.0% 10.5% 14%
6- RS(3,4),RS(4,5),PO(30/120) 37% 28 5 - SOXX XLU SMH 3.4% 5.3% 5%
Cash Allocation 0% 18 0 --- --- --- --- --- --- ---
Portfolio Totals = 81% 121 17 - - - - 4.8% 8.8% 6%
BenchMark = N/A B&H 11 - - - - - 17.3% 10%


1-QTAA      BM       12m     9m      6m      3m   (3,6)  (6,9)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index RRS252 RRS189 RRS126 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(61) (Pos) (Adj)
FXAIX
SP:500 16% 11% 12% 23% 18% 1 3.7% 3.8% 4.2% HTD 0%
FFNOX
AA:GL 13% 9% 11% 23% 17% 2 3.4% 3.5% 4.0% HTD 220 6.2% 118%
FSPSX
MSCI:EAFE 11% 6% 10% 32% 21% 3 3.0% 3.3% 3.9% BUY 0%
FUAMX
BB:ITT 9% 9% 5% -7% -1% 4 2.2% 2.3% 2.2% HTD 0%
FSMAX
DJ:CTSM 8% 2% 6% 21% 13% 5 1.1% 1.0% 1.5% Sell 0%

2-QTAA  Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(31) (Pos) (Adj)
AOA
GL:Agr 12% 8% 18% 20% 19% 1 2.5% 2.6% 3.0% HTD 23 1.8% 32%
AOR GL:Gro 11% 7% 13% 13% 13% 2 2.3% 2.4% 2.7% BUY 239 5.6% 38%
AOM GL:Mod 10% 5% 8% 7% 7% 3 2.1% 2.2% 2.3% HTD 242 5.2% 37%
AOK GL:Con 9% 5% 6% 5% 5% 4 2.1% 2.2% 2.3% HTD 0%
IYLD GL:Inc 5% 1% 4% 6% 5% 6 0.8% 0.9% 1.0% Sell 0%
COMT GL:Com -9% -2% 11% 14% 13% 5 -1.1% -1.2% -0.9% Sell 0%
3-QAR   Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
IEFA
DM:BMC 10% 13% 29% 33% 31% 1 1.2% 2.3% 3.5% BUY 0%
QQEW GL:EW 23% 8% 20% 26% 23% 2 1.3% 1.9% 3.2% BUY 0%
FUTY US:Ut 16% 15% 13% -4% 4% 3 2.4% 2.5% 2.0% HTD 148 5.5% 32%
EUSA US:EW 15% 8% 19% 23% 21% 4 1.1% 1.5% 2.6% Sell 0%
FREL US:RE 14% 15% 11% 0% 6% 5 2.1% 2.2% 2.3% Sell 0%
TLT US:LTT 22% 11% -8% -23% -15% 6 2.2% 1.5% 0.5% Sell 0%

4-QAR   Asset   12m     6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
FDLO
US:LV 18% 12% 8% 11% 10% 1 1.4% 1.5% 2.1% HTD 235 10.3% 44%
ACWV GL:MV 13% 10% 9% 12% 10% 2 1.3% 1.6% 1.8% HTD 1 0.0% 48%
EFAV DM:MV 9% 8% 10% 18% 14% 3 1.0% 1.7% 2.4% BUY 0%
FQAL US:Qal 15% 10% 7% 15% 11% 4 1.0% 1.4% 2.3% BUY 0%
USMV US:MV 17% 10% 5% 5% 5% 5 1.2% 1.1% 1.2% Sell 0%
FBND US:TB 7% 4% 3% 0% 1% 6 0.5% 0.5% 0.3% Sell 0%
EEMV EM:MV 3% 0% 1% 13% 7% 7 0.1% 0.4% 1.2% Sell 0%
FDMO US:Mo 14% -2% -8% -3% -5% 8 -0.5% -0.9% -0.6% Sell 0%

5-QAR    Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
IPAC
PAC:BMC 9% 16% 31% 34% 32% 1 2.4% 2.8% 3.3% BUY 0%
IEUR EUR:BMC 10% 11% 28% 33% 30% 2 1.4% 1.9% 2.6% BUY 0%
ITOT USA:BMC 16% 9% 18% 23% 21% 3 1.3% 1.5% 2.0% HTD 247 9.4% 48%
AOK GL:Con 9% 5% 6% 5% 5% 4 0.7% 0.7% 0.8% HTD 290 6.5% 46%
ILF LA:LCV 1% -10% 16% 26% 21% 5 -0.8% -0.5% 0.1% Sell 0%
SHY US:STT 2% 0% -1% -1% -1% NR 0.0% 0.0% 0.0% NR 0%

6-QTAA   Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
ITB
US:HB 41% 48% 53% 45% 49% 1 7.6% 8.6% 8.7% BUY 80 10.4% 8%
SMH US:TSC 44% 42% 56% 64% 60% 2 7.3% 9.5% 10.7% HTD 30 8.2% 9%
SOXX US:TSC 43% 37% 49% 56% 53% 3 6.3% 8.3% 9.5% BUY 0%
XHB US:HB 31% 28% 41% 40% 40% 4 4.9% 6.1% 6.4% BUY 31 -0.5% 8%
IXN GL:Tec 32% 21% 35% 43% 39% 5 3.8% 5.2% 6.0% BUY 0 0%
SPGP US:GARP 29% 18% 36% 46% 41% 6 3.2% 5.1% 6.1% HTD 9 0.0% 6%
XLK US:Tec 34% 18% 30% 38% 34% 7 3.2% 4.6% 5.4% BUY 0%
QQQ GL:LC 26% 13% 25% 33% 29% 8 2.4% 3.7% 4.4% BUY 0%
RYT US:Tec 29% 9% 24% 30% 27% 9 1.9% 3.2% 4.0% BUY 0%
USRT US:RE 13% 16% 15% 5% 10% 10 2.4% 2.5% 2.3% HTD 17 -2.0% 6%
XLU US:Ut 16% 16% 14% -3% 6% 11 2.3% 1.9% 1.7% BUY 0%
REZ US:RE 17% 15% 7% -11% -2% 12 2.3% 1.9% 1.2% HTD 0%
XAR US:A&D 29% 10% 11% 5% 8% 13 1.0% 1.8% 2.5% BUY 0%
SPLV US:LCLV 17% 9% 9% 1% 5% 14 1.3% 1.3% 1.2% HTD 0%
IHI US:MD 25% 6% 6% 6% 6% 15 0.7% 1.4% 1.7% BUY 0%
LGLV US:LCLV 18% 5% 6% 3% 5% 16 0.8% 1.1% 1.1% HTD 0%
EDV US:FI 30% 16% -11% -34% -23% 17 1.5% 0.2% -0.1% HTD 0%
XMMO US:MCG 29% -2% 4% 7% 6% 18 -0.3% 0.2% 0.4% BUY 0%
IGV NA:TS 32% -7% 5% 14% 10% 19 -0.6% 0.0% 0.6% BUY 0%
ICLN GL:CE 23% 0% -4% -18% -11% 20 -0.1% -0.5% -0.9% Sell 0%
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No. of Recommendations: 2
Quant Asset Rotation & Allocation
Universe : Exchange Traded Funds and Index MF's. Inverse/Leveraged/ETN's are excluded.
Selection : 1- Asset Allocation(MF's), 2- Multi-Asset, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- ETF's/ WWL

   Market Trends          PO's             MAC(10M)             DBE(99d,26w)            CountIF  %Bullish    Risk
29-Nov-2019 Status: Inter Status: TP,210 Status: #MktD Bullish Eq-Wt Gauges
SP600 (IJR) Daily | Bullish 2.4% | Bullish 5.0% | Bullish 1 | 3 20.0% Risk On
SP400 (MDY) Daily | Bullish 3.3% | Bullish 5.0% | Bullish 1 | 3 20.0% Risk On
SP500EW (RSP) Daily | Bullish 3.3% | Bullish 6.2% | Bullish 1 | 3 20.0% Risk On
SP3200 (ITOT) Daily | Bullish 3.6% | Bullish 7.5% | Bullish 1 | 3 20.0% Risk On
SP500 (.SPx) Daily | Bullish 79.37 | Bullish 7.7% | Bullish 1 | 3 20.0% Risk On
--- --- --- --- --- --- --- --- --- ---
IF(Bullish) = 5 5 5 15 100.0% Risk On

    Summary (Buy,HTD,Sell)     Vested  HeldD  Held#  Sell  Buy   Sold*  Bot   ROI    YTD   TR1y
1- RS(4,5),RS(5,6) 120% 227 1 - - - - 7.7% 8.0% 2%
2- RS(3,4),RS(4,5) 106% 175 3 - - - AOA 4.7% 8.0% 2%
3- RS(4),RS(3,4,5),PO(42/126) 32% 78 1 FUTY IEFA - - 5.6% 7.0% 2%
4- RS(4),RS(4,5,6),PO(42/126) 93% 125 2 - - USMV ACWV 5.3% 7.0% 2%
5- RS(3,4),RS(4,5),PO(40/120) 94% 276 2 - - - - 8.8% 11.3% 15%
6- RS(4),RS(3,4,5),PO(30/120) 38% 29 5 - IXN XLU SPGP 5.1% 7.3% 6%
Cash Allocation 0% 25 0 --- --- --- --- --- --- ---
Portfolio Totals = 81% 112 17 - - - - 5.7% 9.6% 6%
BenchMark = N/A B&H 11 - - - - - 18.2% 9%

1-QTAA      BM       12m     6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index RRS252 RRS126 RRS105 RRS84 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(61) (Pos) (Adj)
FSPSX
MSCI:EAFE 11% 11% 14% 30% 22% 1 3.1% 3.5% 4.4% BUY 0%
FXAIX SP:500 17% 12% 12% 24% 18% 2 3.7% 4.0% 4.8% HTD 0%
FFNOX AA:GL 13% 11% 11% 22% 17% 3 3.4% 3.7% 4.4% HTD 227 7.7% 120%
FSMAX DJ:CTSM 9% 6% 5% 19% 12% 4 1.2% 1.4% 2.2% HTD 0%
FUAMX BB:ITT 9% 4% 2% -4% -1% 5 2.1% 2.1% 1.9% Sell 0%

2-QTAA  Asset     12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL RRS252 RRS105 RRS84 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(31) (Pos) (Adj)
AOA
GL:Agr 11% 11% 21% 20% 20% 1 2.5% 2.8% 3.5% HTD 30 2.3% 32%
AOR GL:Gro 10% 8% 15% 14% 14% 2 2.3% 2.5% 3.0% BUY 246 6.0% 38%
COMT GL:Com -4% 1% 15% 11% 13% 3 -1.0% -1.0% -0.5% BUY 0%
AOM GL:Mod 9% 6% 9% 8% 8% 4 2.1% 2.2% 2.5% HTD 249 5.5% 37%
AOK GL:Con 9% 5% 6% 6% 6% 5 2.1% 2.2% 2.3% Sell 0%
IYLD GL:Inc 5% 2% 6% 5% 5% 6 0.9% 0.9% 1.1% Sell 0%

3-QAR   Asset   12m     5m      4m     3m   (4)  (3,4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
IEFA
DM:BMC 7% 16% 33% 31% 1 1 1.5% 2.5% 3.8% BUY 0%
QQEW GL:EW 19% 11% 26% 28% 2 2 1.4% 2.2% 3.5% BUY 0 0%
EUSA US:EW 13% 10% 25% 23% 3 3 1.3% 1.7% 3.0% HTD 0%
FREL US:RE 15% 13% 8% -2% 5 4 1.9% 2.0% 2.0% Sell 0%
FUTY US:Ut 14% 13% 9% -8% 4 5 2.2% 2.0% 1.6% Sell 155 5.6% 32%
TLT US:LTT 23% 9% -13% -16% 6 6 1.7% 1.1% 0.3% Sell 0%

4-QAR   Asset   12m     6m      5m      4m   (4)  (4,5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS126 RRS105 RRS84 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
QUAL
US:Qua 18% 12% 13% 26% 1 1 1.5% 2.2% 3.5% BUY 0%
EFAV DM:MV 7% 8% 12% 19% 2 2 1.2% 1.8% 2.5% BUY 0%
FDLO US:LV 17% 11% 9% 14% 4 3 1.3% 1.6% 2.2% HTD 242 11.5% 44%
ACWV GL:MV 11% 9% 9% 12% 5 4 1.2% 1.5% 1.7% HTD 8 0.2% 49%
USMV US:MV 15% 8% 5% 6% 6 5 1.1% 0.9% 1.1% Sell 0%
EEMV EM:MV -1% 0% 2% 14% 3 6 0.2% 0.5% 1.1% Sell 0%
MTUM US:Mo 15% 3% -1% 6% 7 7 0.1% 0.0% 0.6% Sell 0%
FBND US:TB 8% 4% 2% -1% 8 8 0.4% 0.4% 0.3% Sell 0%

5-QAR    Asset   12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
IPAC
PAC:BMC 6% 18% 34% 30% 32% 1 2.5% 3.1% 3.7% BUY 0%
IEUR EUR:BMC 8% 14% 32% 31% 31% 2 1.7% 2.5% 3.3% BUY 0%
ITOT USA:BMC 14% 11% 23% 24% 24% 3 1.4% 1.9% 2.6% HTD 254 10.7% 48%
AOK GL:Con 8% 5% 6% 6% 6% 4 0.7% 0.8% 0.9% HTD 297 6.8% 46%
ILF LA:LCV -1% -8% 19% 14% 17% 5 -0.7% -0.2% 0.4% Sell 0%
SHY US:STT 2% 0% -1% 0% -1% NR 0.0% 0.0% 0.0% NR 0%

6-QTAA   Asset   12m     5m      4m     3m   (4)  (3,4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL %G/L RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
SMH
US:TSC 39% 44% 63% 61% 1 1 7.8% 9.7% 11.1% BUY 37 9.8% 9%
ITB US:HB 39% 48% 51% 40% 2 2 7.6% 8.4% 8.2% BUY 87 12.3% 8%
IXN GL:Tec 28% 24% 41% 44% 5 3 4.3% 5.7% 6.7% BUY 0 0%
SPGP US:GARP 24% 21% 44% 44% 3 4 3.9% 5.7% 6.6% HTD 16 1.3% 6%
XHB US:HB 29% 30% 42% 36% 4 5 5.1% 6.1% 6.1% BUY 38 1.0% 8%
XSD US:TSC 39% 26% 37% 39% 6 6 4.7% 6.5% 8.0% BUY 0 0%
XLK US:Tec 30% 20% 36% 41% 7 7 3.7% 5.1% 6.2% BUY 0%
QQQ GL:LC 22% 15% 31% 35% 9 8 2.9% 4.2% 5.0% BUY 0%
RYT US:Tec 25% 12% 31% 31% 8 9 2.5% 3.7% 4.8% BUY 0%
IWY US:LCG 20% 13% 24% 28% 10 10 2.4% 3.4% 4.1% BUY 0%
IGV NA:TS 27% -4% 14% 24% 11 11 0.1% 0.7% 2.0% BUY 0%
XAR US:A&D 27% 11% 14% 8% 12 12 1.3% 2.2% 3.2% BUY 0%
IHI US:MD 22% 8% 11% 13% 14 13 1.0% 1.8% 2.5% BUY 0%
USRT US:RE 14% 15% 13% 1% 13 14 2.3% 2.2% 1.8% HTD 24 -0.3% 6%
XMMO US:MCG 24% -1% 8% 10% 16 15 0.1% 0.6% 1.0% HTD 0%
LGLV US:LCLV 18% 5% 8% 5% 17 16 0.9% 1.2% 1.4% HTD 0%
SPLV US:LCLV 15% 8% 8% -1% 15 17 1.2% 1.2% 1.1% BUY 0%
REZ US:RE 18% 11% 1% -14% 18 18 1.9% 1.2% 0.3% HTD 0%
ICLN GL:CE 22% -1% -5% -18% 19 19 -0.2% -0.6% -1.1% Sell 0%
EDV US:FI 32% 13% -19% -24% 20 20 0.9% 0.0% -0.1% Sell 0%
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No. of Recommendations: 3
Quant Asset Rotation & Allocation
Universe : Exchange Traded Funds and Index MF's. Inverse/Leveraged/ETN's are excluded.
Selection : 1- Asset Allocation(MF's), 2- Multi-Asset, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- ETF's/ WWL

   Market Trends          PO's              MAC(10M)             DBE(99d,26w)            CountIF  %Bullish    Risk
6-Dec-2019 Status: Inter Status: TP,210 Status: #MktD Bullish Eq-Wt Gauges
SP600 (IJR) Daily | Bullish 2.6% | Bullish 5.7% | Bullish 0 | 3 20.0% Risk On
SP400 (MDY) Daily | Bullish 3.0% | Bullish 5.2% | Bullish 6 | 3 20.0% Risk On
SP500EW (RSP) Daily | Bullish 3.5% | Bullish 6.0% | Bullish 6 | 3 20.0% Risk On
SP3200 (ITOT) Daily | Bullish 4.0% | Bullish 7.2% | Bullish 6 | 3 20.0% Risk On
SP500 (.SPx) Daily | Bullish 132.86 | Bullish 7.4% | Bullish 6 | 3 20.0% Risk On
--- --- --- --- --- --- --- --- --- ---
IF(Bullish) = 5 5 5 15 100.0% Risk On

    Summary (Buy,HTD,Sell)     Vested  HeldD  Held#  Sell  Buy   Sold*  Bot   ROI    YTD   TR1y
1- RS(4,5),RS(5,6) 118% 234 1 - - - - 6.7% 7.9% 4%
2- RS(3,4),RS(4,5) 106% 182 3 - - - - 5.0% 7.9% 4%
3- RS(4),RS(3,4,5),PO(42/126) 48% 4 1 - IEFA FUTY QQEW 1.2% 7.6% 1%
4- RS(4),RS(4,5,6),PO(42/126) 93% 132 2 - - USMV ACWV 5.6% 7.6% 1%
5- RS(4),RS(4,5,6),PO(40/120) 94% 283 2 - - - - 8.8% 11.3% 15%
6- RS(4),RS(3,4,5),PO(30/120) 50% 31 7 - XLK XLU IXN 4.2% 4.0% 3%
Cash Allocation 0% 32 0 --- --- --- --- --- --- ---
Portfolio Totals = 84% 109 19 - - - - 5.0% 9.1% 5%
BenchMark = N/A B&H 11 - - - - - 18.4% 11%

1-QTAA      BM       12m     6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index RRS252 RRS126 RRS105 RRS84 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(61) (Pos) (Adj)
FSPSX
MSCI:EAFE 12% 11% 17% 31% 24% 1 3.2% 4.0% 4.7% BUY 0%
FXAIX SP:500 17% 12% 14% 25% 19% 2 3.8% 4.4% 5.2% HTD 0%
FFNOX AA:GL 14% 11% 14% 23% 18% 3 3.4% 4.1% 4.7% HTD 234 6.7% 118%
FSMAX DJ:CTSM 10% 6% 9% 22% 15% 4 1.3% 2.0% 2.8% HTD 0%
FUAMX BB:ITT 9% 3% 1% -5% -2% 5 2.0% 1.8% 1.7% Sell 0%
FNBGX BB:LTT 21%
FSRNX DJ:RE 15%
FXNAX BB:AB 8%

2-QTAA  Asset     12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL RRS252 RRS105 RRS84 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(31) (Pos) (Adj)
AOA
GL:Agr 11% 13% 21% 20% 20% 1 2.5% 3.2% 3.7% BUY 37 2.7% 32%
AOR GL:Gro 10% 10% 15% 14% 14% 2 2.3% 2.8% 3.1% BUY 253 6.4% 38%
COMT GL:Com -3% 3% 15% 8% 11% 3 -1.0% -0.6% -0.2% BUY 0%
AOM GL:Mod 9% 7% 9% 9% 9% 4 2.1% 2.3% 2.5% HTD 256 5.7% 37%
AOK GL:Con 9% 5% 6% 6% 6% 5 2.0% 2.2% 2.3% Sell 0%
IYLD GL:Inc 5% 2% 6% 5% 5% 6 0.8% 1.0% 1.2% Sell 0%

3-QAR   Asset   LastPri    5m      4m     3m   (4)  (3,4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL LR84 RRS105 RRS84 RRS63 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
IEFA
DM:BMC 64.92 20% 33% 29% 1 1 1.8% 3.1% 4.0% BUY 0%
QQEW GL:EW 70.84 14% 27% 30% 2 2 1.4% 2.7% 3.8% HTD 4 1.2% 48%
EUSA US:EW 62.43 13% 26% 23% 3 3 1.4% 2.2% 3.3% HTD 0%
FREL US:RE 27.90 12% 4% -2% 4 4 1.7% 1.7% 1.4% Sell 0%
FUTY US:Ut 41.67 12% 4% -10% 5 5 2.0% 1.5% 1.1% Sell 0%
TLT US:LTT 137.54 6% -16% -10% 6 6 1.1% 0.4% 0.1% Sell 0%

4-QAR   Asset   LastPri    6m      5m      4m   (4)  (4,5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL LR84 RRS126 RRS105 RRS84 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
QUAL
US:Qua 97.81 13% 16% 28% 1 1 1.6% 2.8% 3.9% BUY 0%
EFAV DM:MV 75.80 9% 13% 18% 2 2 1.3% 2.1% 2.5% BUY 0%
FDLO US:LV 37.75 10% 10% 14% 3 3 1.2% 1.8% 2.4% HTD 249 11.6% 44%
ACWV GL:MV 95.99 8% 9% 10% 5 4 1.2% 1.5% 1.6% HTD 15 0.7% 49%
USMV US:MV 64.34 7% 5% 5% 7 5 0.9% 0.9% 1.0% Sell 0%
EEMV EM:MV 58.59 -1% 3% 11% 4 6 0.2% 0.7% 0.9% Sell 0%
MTUM US:Mo 121.58 2% 1% 7% 6 7 0.0% 0.4% 1.1% Sell 0%
FBND US:TB 51.56 3% 2% -2% 8 8 0.3% 0.2% 0.2% Sell 0%

5-QAR    Asset   LastPri    6m      5m      4m   (4)  (4,5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL LR84 RRS126 RRS105 RRS84 RS2 *RS1* 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
IPAC
PAC:BMC 59.71 15% 21% 33% 1 1 2.6% 3.5% 4.0% BUY 0%
IEUR EUR:BMC 48.60 9% 18% 32% 2 2 2.0% 3.2% 3.6% BUY 0%
ITOT USA:BMC 70.62 11% 14% 25% 3 3 1.5% 2.5% 3.0% HTD 261 10.9% 48%
AOK GL:Con 36.01 5% 5% 6% 5 4 0.6% 0.8% 0.9% HTD 304 6.8% 46%
ILF LA:LCV 32.85 -11% -3% 21% 4 5 -0.4% 0.3% 0.6% Sell 0%
SHY US:STT 84.67 0% 0% -1% 6 NR 0.0% 0.0% 0.0% NR 0%

6-QTAA   Asset   LastPri    5m      4m     3m   (4)  (3,4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL LR84 RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
SMH
US:TSC 135.19 44% 61% 57% 1 1 8.1% 9.9% 10.6% BUY 44 10.7% 9%
ITB US:HB 46.35 48% 47% 33% 2 2 7.5% 7.7% 7.7% BUY 94 11.8% 8%
IXN GL:Tec 201.38 27% 42% 46% 4 3 4.8% 6.1% 6.9% HTD 4 1.5% 6%
SPGP US:GARP 61.75 25% 45% 43% 3 4 4.7% 6.1% 6.6% HTD 23 1.4% 6%
XLK US:Tec 87.27 23% 37% 44% 6 5 4.3% 5.7% 6.4% BUY 0%
XHB US:HB 46.68 31% 39% 29% 5 6 5.3% 5.6% 5.6% BUY 45 1.1% 8%
XSD US:TSC 98.25 25% 37% 37% 7 7 5.0% 6.8% 7.8% HTD 4 1.8% 6%
QQQ GL:LCB 203.53 18% 32% 37% 8 8 3.5% 4.6% 5.2% BUY 0%
RYT US:Tec 191.10 15% 31% 34% 9 9 3.0% 4.3% 5.0% BUY 0 0%
IWY US:LCG 92.45 16% 25% 32% 10 10 2.9% 3.9% 4.4% BUY 0%
IGV NA:TS 223.50 2% 18% 32% 11 11 0.7% 2.0% 2.9% BUY 0%
IHI US:MD 253.47 10% 13% 21% 12 12 1.6% 2.5% 3.1% BUY 0%
XAR US:A&D 109.59 12% 12% 11% 13 13 1.6% 2.7% 3.5% BUY 0%
XMMO US:MCG 59.63 2% 10% 14% 14 14 0.5% 1.1% 1.3% BUY 0%
USRT US:RE 55.79 14% 8% -1% 15 15 2.0% 1.6% 1.2% BUY 31 -0.7% 6%
LGLV US:LCLV 112.23 6% 7% 7% 16 16 1.0% 1.2% 1.4% HTD 0%
SPLV US:LCLV 57.58 8% 6% -1% 17 17 1.0% 0.9% 0.9% HTD 0%
REZ US:RE 77.91 9% -5% -15% 19 18 1.2% 0.1% -0.7% HTD 0%
ICLN GL:CE 10.82 1% -5% -12% 18 19 -0.3% -0.6% -0.6% Sell 0%
EDV US:FI 133.90 8% -23% -14% 20 20 0.0% -0.3% -0.3% Sell 0%
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No. of Recommendations: 3
Quant Asset Rotation & Allocation
Universe : Exchange Traded Funds and Index MF's. Inverse/Leveraged/ETN's are excluded.
Selection : 1- Asset Allocation(MF's), 2- Multi-Asset, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- ETF's/ WWL

   Market Trends          PO's              MAC(10M)             DBE(99d,26w)            CountIF  %Bullish    Risk
13-Dec-2019 Status: Inter Status: TP,210 Status: #MktD Bullish Eq-Wt Gauges
SP600 (IJR) Daily | Bullish 2.4% | Bullish 6.0% | Bullish 1 | 3 20.0% Risk On
SP400 (MDY) Daily | Bullish 2.9% | Bullish 5.4% | Bullish 0 | 3 20.0% Risk On
SP500EW (RSP) Daily | Bullish 3.7% | Bullish 6.6% | Bullish 0 | 3 20.0% Risk On
SP3200 (ITOT) Daily | Bullish 4.5% | Bullish 7.7% | Bullish 0 | 3 20.0% Risk On
SP500 (.SPx) Daily | Bullish 139.35 | Bullish 7.9% | Bullish 0 | 3 20.0% Risk On
--- --- --- --- --- --- --- --- --- ---
IF(Bullish) = 5 5 5 15 100.0% Risk On

    Summary (Buy,HTD,Sell)     Vested  HeldD  Held#  Sell  Buy   Sold*  Bot   ROI    YTD   TR1y
1- RS(4,5),RS(5,6) 120% 241 1 - - - - 8.1% 9.1% 7%
2- RS(3,4),RS(4,5) 107% 189 3 - - - - 5.8% 9.1% 7%
3- RS(4),RS(3,4,5),PO(42/126) 49% 11 1 - IEFA FUTY QQEW 2.4% 8.2% 1%
4- RS(4),RS(4,5,6),PO(42/126) 93% 139 2 - - USMV ACWV 5.8% 8.2% 1%
5- RS(4),RS(4,5,6),PO(40/120) 94% 290 2 - - - - 9.5% 12.2% 15%
6- RS(4),RS(3,4,5),PO(30/120) 51% 32 7 - XLK USRT SPGP 6.1% 5.7% 5%
Cash Allocation 0% 39 0 --- --- --- --- --- --- ---
Portfolio Totals = 85% 114 19 - - - - 6.3% 10.0% 6%
BenchMark = N/A B&H 11 - - - - - 19.4% 13%

1-QTAA      BM       12m     6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index RRS252 RRS126 RRS105 RRS84 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(61) (Pos) (Adj)
FSPSX
MSCI:EAFE 12% 12% 21% 30% 26% 1 3.4% 3.9% 3.9% BUY 0%
FXAIX SP:500 17% 13% 18% 26% 22% 2 2.9% 3.8% 4.1% HTD 0%
FFNOX AA:GL 14% 12% 17% 24% 20% 3 2.8% 3.4% 3.6% HTD 241 8.1% 120%
FSMAX DJ:CTSM 11% 8% 13% 24% 19% 4 2.3% 3.2% 3.6% HTD 0%
FUAMX BB:ITT 8% 2% -1% -6% -3% 5 -0.2% -0.3% -0.3% Sell 0%

2-QTAA  Asset     12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL RRS252 RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
AOA
GL:Agr 11% 15% 21% 23% 22% 1 2.4% 3.0% 3.1% BUY 44 3.8% 32%
AOR GL:Gro 10% 11% 15% 16% 16% 2 1.8% 2.2% 2.3% BUY 260 7.1% 38%
COMT GL:Com -2% 7% 15% 12% 13% 3 1.0% 1.4% 1.2% BUY 0%
AOM GL:Mod 9% 8% 9% 10% 9% 4 1.2% 1.5% 1.6% HTD 263 6.2% 37%
AOK GL:Con 9% 6% 6% 7% 6% 5 0.9% 1.1% 1.1% Sell 0%
IYLD GL:Inc 5% 4% 7% 6% 6% 6 0.6% 0.7% 0.7% Sell 0%

3-QAR   Asset   LastPri    5m      4m     3m   (4)  (3,4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL LR84 RRS105 RRS84 RRS63 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
IEFA
DM:BMC 65.22 23% 32% 31% 1 1 2.0% 3.6% 4.2% BUY 0%
QQEW GL:EW 71.35 18% 28% 37% 2 2 1.4% 3.1% 4.1% HTD 11 2.4% 49%
EUSA US:EW 62.76 17% 26% 29% 3 3 1.4% 2.7% 3.6% HTD 0%
FREL US:RE 27.74 10% 0% -6% 4 4 1.5% 1.5% 0.9% Sell 0%
FUTY US:Ut 41.45 10% 0% -13% 5 5 1.8% 1.2% 0.7% Sell 0%
TLT US:LTT 137.23 0% -16% -13% 6 6 0.8% 0.0% -0.1% Sell 0%

4-QAR   Asset   LastPri    6m      5m      4m   (4)  (4,5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL LR84 RRS126 RRS105 RRS84 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
QUAL
US:Qua 98.62 14% 20% 29% 1 1 1.7% 3.3% 4.3% BUY 0%
EFAV DM:MV 75.89 10% 15% 17% 2 2 1.4% 2.3% 2.5% BUY 0%
FDLO US:LV 37.92 11% 12% 15% 3 3 1.2% 2.0% 2.6% HTD 256 12.1% 44%
ACWV GL:MV 96.01 8% 10% 9% 5 4 1.2% 1.5% 1.6% HTD 22 0.7% 48%
USMV US:MV 64.42 7% 6% 5% 7 5 0.8% 1.0% 1.1% Sell 0%
MTUM US:Mo 122.15 3% 4% 9% 6 6 0.0% 0.7% 1.4% Sell 0%
EEMV EM:MV 58.50 0% 5% 9% 4 7 0.2% 0.8% 0.7% Sell 0%
FBND US:TB 51.56 2% 1% -2% 8 8 0.2% 0.2% 0.1% Sell 0%

5-QAR    Asset   LastPri    6m      5m      4m   (4)  (4,5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL LR84 RRS126 RRS105 RRS84 RS2 *RS1* 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
IPAC
PAC:BMC 59.91 16% 24% 32% 1 1 2.9% 3.8% 4.1% BUY 0%
IEUR EUR:BMC 48.87 12% 22% 31% 2 2 2.6% 3.6% 3.9% BUY 0%
ITOT USA:BMC 71.08 12% 17% 25% 3 3 2.0% 2.9% 3.5% HTD 268 11.7% 48%
ILF LA:LCV 33.10 -8% 5% 23% 4 4 0.3% 0.9% 0.8% HTD 0%
AOK GL:Con 36.06 5% 6% 6% 5 5 0.7% 0.9% 1.0% HTD 311 7.3% 46%
SHY US:STT 84.64 0% 0% -1% 6 6 0.0% 0.0% -0.1% NA 0%

6-QAR    Asset   LastPri    5m      4m     3m   (4)  (3,4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL LR84 RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
SMH
US:TSC 136.79 47% 60% 64% 1 1 8.3% 9.9% 10.1% BUY 51 15.6% 9%
SPGP US:GARP 62.25 30% 45% 49% 2 2 5.3% 6.3% 6.6% HTD 30 2.9% 6%
MOAT US:Mo 54.94 33% 44% 47% 3 3 5.7% 6.8% 7.1% HTD 2 1.1% 6%
IXN GL:Tec 203.25 31% 42% 50% 4 4 5.2% 6.5% 7.0% HTD 11 3.9% 6%
ITB US:HB 46.36 47% 41% 29% 5 5 7.1% 7.1% 7.5% BUY 101 11.5% 8%
XLK US:Tec 88.06 27% 38% 49% 7 6 4.7% 6.1% 6.6% BUY 0%
XSD US:TSC 99.29 28% 38% 48% 6 7 5.3% 7.1% 7.2% HTD 11 5.6% 7%
QTEC GL:Tec 95.56 25% 36% 43% 8 8 4.3% 5.6% 5.9% BUY 0%
QQQ GL:LCB 205.15 23% 33% 42% 10 9 3.9% 5.0% 5.3% BUY 0%
XHB US:HB 46.70 33% 35% 28% 9 10 5.2% 5.2% 5.3% BUY 52 0.7% 8%
RYT US:Tec 192.37 20% 31% 40% 11 11 3.4% 4.7% 5.1% BUY 0 0%
IWY US:LCG 93.16 19% 27% 37% 12 12 3.3% 4.3% 4.7% BUY 0%
MGK US:LCG 140.57 18% 24% 32% 13 13 3.0% 3.9% 4.4% BUY 0%
IGV NA:TS 225.29 7% 21% 37% 14 14 1.2% 2.8% 3.6% BUY 0%
IHI US:MD 255.41 12% 16% 28% 15 15 2.1% 3.0% 3.8% BUY 0%
XAR US:A&D 109.75 12% 11% 19% 17 16 1.9% 3.2% 3.7% HTD 0%
XMMO US:Mo 59.89 5% 11% 17% 16 17 0.9% 1.4% 1.8% HTD 0%
LGLV US:LCLV 112.48 7% 7% 9% 18 18 1.1% 1.4% 1.7% HTD 0%
ICLN GL:CE 10.88 2% -2% -5% 19 19 -0.2% -0.2% 0.4% Sell 0%
EDV US:FI 133.57 1% -23% -17% 20 20 -0.4% -0.5% -0.2% Sell 0%
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No. of Recommendations: 3
Quant Asset Rotation & Allocation
Universe : Exchange Traded Funds and Index MF's. Inverse/Leveraged/ETN's are excluded.
Selection : 1- Asset Allocation(MF's), 2- Multi-Asset, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- ETF's/ WWL

   Market Trends          PO's              MAC(10M)             DBE(99d,26w)            CountIF  %Bullish    Risk
20-Dec-2019 Status: Inter Status: TP,210 Status: #MktD Bullish Eq-Wt Gauges
SP600 (IJR) Daily | Bullish 2.8% | Bullish 7.2% | Bullish 0 | 3 20.0% Risk On
SP400 (MDY) Daily | Bullish 3.0% | Bullish 6.7% | Bullish 0 | 3 20.0% Risk On
SP500EW (RSP) Daily | Bullish 4.0% | Bullish 7.9% | Bullish 0 | 3 20.0% Risk On
SP3200 (ITOT) Daily | Bullish 5.0% | Bullish 8.5% | Bullish 0 | 3 20.0% Risk On
SP500 (.SPx) Daily | Bullish 151.38 | Bullish 9.3% | Bullish 0 | 3 20.0% Risk On
--- --- --- --- --- --- --- --- --- ---
IF(Bullish) = 5 5 5 15 100.0% Risk On

    Summary (Buy,HTD,Sell)     Vested  HeldD  Held#  Sell  Buy   Sold*  Bot    ROI    YTD   TR1y
1- RS(4,5),RS(5,6) 120% 248 1 - - - - 9.2% 10.0% 12%
2- RS(3,4),RS(4,5) 107% 196 3 - - - - 6.5% 10.0% 12%
3- RS(4),RS(3,4,5),PO(42/126) 49% 18 1 - IEFA FUTY QQEW 4.9% 10.1% 8%
4- RS(4),RS(4,5,6),PO(42/126) 92% 146 2 - - USMV ACWV 6.1% 10.1% 8%
5- RS(4),RS(4,5,6),PO(40/120) 94% 297 2 - - - - 10.2% 13.2% 16%
6- RS(4),RS(3,4,5),PO(30/120) 51% 34 7 - XBI USRT XSD 7.5% 7.2% 8%
Cash Allocation 0% 46 0 --- --- --- --- --- --- ---
Portfolio Totals = 85% 114 19 - - - - 7.4% 11.4% 12%
BenchMark = N/A B&H 11 - - - - - 20.2% 19%

1-QTAA      BM       12m     6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index RRS252 RRS126 RRS105 RRS84 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(61) (Pos) (Adj)
FSPSX
MSCI:EAFE 11% 13% 23% 27% 25% 1 3.5% 3.7% 3.7% BUY 0%
FXAIX SP:500 17% 14% 21% 27% 24% 2 3.3% 4.0% 4.4% HTD 0%
FFNOX AA:GL 14% 13% 20% 25% 22% 3 3.1% 3.6% 3.9% HTD 248 9.2% 120%
FSMAX DJ:CTSM 10% 9% 15% 24% 19% 4 2.6% 3.3% 3.6% HTD 0%
FUAMX BB:ITT 8% 1% -2% -6% -4% 5 -0.3% -0.4% -0.3% Sell 0%

2-QTAA  Asset     12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL RRS252 RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
AOA
GL:Agr 11% 19% 22% 28% 25% 1 2.8% 3.2% 3.5% BUY 51 4.8% 32%
AOR GL:Gro 10% 14% 16% 20% 18% 2 2.1% 2.4% 2.6% BUY 267 8.0% 38%
COMT GL:Com -1% 10% 14% 16% 15% 3 1.3% 1.4% 1.3% BUY 0%
AOM GL:Mod 9% 9% 9% 13% 11% 4 1.4% 1.6% 1.8% HTD 270 6.6% 37%
IYLD GL:Inc 5% 6% 8% 10% 9% 5 0.8% 0.9% 1.1% Sell 0%
AOK GL:Con 9% 6% 6% 9% 8% 6 1.0% 1.2% 1.3% Sell 0%

3-QAR   Asset   LastPri    5m      4m     3m   (4)  (3,4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL LR84 RRS105 RRS84 RRS63 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
QQEW
GL:EW 72.20 24% 32% 45% 1 1 1.7% 3.7% 4.5% HTD 18 4.9% 49%
IEFA DM:BMC 65.47 27% 30% 32% 2 2 2.2% 3.8% 4.2% BUY 0%
EUSA US:EW 63.17 21% 27% 35% 3 3 1.5% 3.2% 3.9% HTD 0%
FUTY US:Ut 41.50 10% -1% -9% 4 4 1.6% 1.1% 0.7% Sell 0%
FREL US:RE 27.60 6% -3% -9% 5 5 1.3% 1.0% 0.5% Sell 0%
TLT US:LTT 136.79 -5% -16% -16% 6 6 0.5% -0.4% -0.5% Sell 0%

4-QAR   Asset   LastPri    6m      5m      4m   (4)  (4,5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL LR84 RRS126 RRS105 RRS84 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
QUAL
US:Qua 99.57 16% 25% 31% 1 1 1.9% 3.8% 4.7% BUY 0%
FDLO US:LV 38.17 12% 14% 17% 2 2 1.3% 2.3% 2.9% BUY 263 13.2% 44%
EFAV DM:MV 75.69 10% 15% 14% 3 3 1.4% 2.2% 2.2% HTD 0%
ACWV GL:MV 95.89 8% 10% 7% 6 4 1.1% 1.4% 1.4% HTD 29 0.3% 48%
MTUM US:Mo 123.03 4% 7% 12% 4 5 0.1% 1.1% 1.9% Sell 0%
USMV US:MV 64.60 7% 7% 5% 7 6 0.7% 1.0% 1.3% Sell 0%
EEMV EM:MV 58.44 1% 8% 7% 5 7 0.3% 0.8% 0.5% Sell 0%
FBND US:TB 51.59 2% 0% -1% 8 8 0.2% 0.1% 0.1% Sell 0%

5-QAR    Asset   LastPri    6m      5m      4m   (4)  (4,5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL LR84 RRS126 RRS105 RRS84 RS2 *RS1* 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
IEUR
EUR:BMC 49.20 15% 27% 32% 1 1 3.3% 3.9% 4.2% BUY 0%
IPAC PAC:BMC 59.88 17% 26% 28% 2 2 3.2% 3.8% 4.1% BUY 0%
ITOT USA:BMC 71.64 14% 21% 27% 3 3 2.5% 3.4% 3.8% HTD 275 12.8% 48%
ILF LA:LCV 33.32 -4% 13% 23% 4 4 1.0% 1.3% 0.9% HTD 0%
AOK GL:Con 36.15 5% 6% 6% 5 5 0.8% 1.0% 1.1% HTD 318 7.7% 46%
SHY US:STT 84.62 0% -1% -1% 6 6 0.0% -0.1% -0.1% NA 0%

6-QAR    Asset   LastPri    5m      4m     3m   (4)  (3,4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL LR84 RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
XBI
US:Bio 92.70 31% 62% 111% 2 1 5.7% 8.4% 10.5% BUY 0 0%
SMH US:SC 139.38 55% 64% 73% 1 2 9.1% 10.1% 10.4% BUY 58 18.6% 9%
XSD US:SC 101.34 34% 45% 63% 4 3 6.3% 7.3% 7.3% HTD 18 9.5% 7%
SPGP US:GARP 62.91 36% 46% 56% 3 4 5.8% 6.6% 6.8% BUY 37 4.6% 6%
IXN GL:Tec 205.94 37% 45% 55% 5 5 5.9% 6.9% 7.3% HTD 18 5.1% 6%
MOAT US:Mo 55.46 37% 44% 52% 6 6 6.1% 6.8% 7.2% HTD 9 2.4% 6%
XLK US:Tec 89.32 33% 42% 55% 7 7 5.5% 6.5% 6.9% BUY 0%
QTEC GL:Tec 96.99 32% 40% 53% 8 8 5.1% 6.0% 6.4% BUY 0%
QQQ GL:LCB 207.75 28% 36% 49% 9 9 4.5% 5.3% 5.7% BUY 0%
RYT US:Tec 194.61 26% 34% 48% 11 10 4.2% 5.1% 5.4% BUY 0 0%
ITB US:HB 46.19 43% 35% 21% 10 11 6.3% 6.5% 6.7% BUY 108 10.4% 8%
IWY US:LCG 94.21 24% 30% 43% 13 12 3.8% 4.7% 5.1% BUY 0%
MGK US:LCG 142.09 22% 27% 40% 14 13 3.6% 4.4% 4.8% BUY 0%
XHB US:HB 46.69 33% 31% 24% 12 14 4.8% 4.8% 4.8% BUY 59 0.6% 8%
IGV NA:TS 228.04 14% 25% 45% 15 15 2.3% 3.6% 4.2% BUY 0%
IHI US:MD 258.25 15% 20% 38% 16 16 2.7% 3.7% 4.4% HTD 0%
XAR US:A&D 109.88 12% 11% 27% 18 17 2.3% 3.2% 3.1% HTD 0%
XMMO US:Mo 60.25 8% 14% 22% 17 18 1.3% 1.7% 2.2% HTD 0%
LGLV US:LCLV 113.01 8% 9% 14% 19 19 1.2% 1.6% 1.9% HTD 0%
ICLN GL:CE 11.03 6% 3% 13% 20 20 0.2% 0.9% 1.7% HTD 0%
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No. of Recommendations: 3
Quant Asset Rotation & Allocation
Universe : Exchange Traded Funds and Index MF's. Inverse/Leveraged/ETN's are excluded.
Selection : 1- Asset Allocation(MF's), 2- Multi-Asset, 3- Passively Managed, 4- Enhanced Strategy, 5- Regional, 6- ETF's/ WWL

   Market Trends          PO's              MAC(10M)             DBE(99d,26w)            CountIF  %Bullish    Risk
27-Dec-2019 Status: Inter Status: TP,210 Status: #MktD Bullish Eq-Wt Gauges
SP600 (IJR) Daily | Bullish 2.7% | Bullish 6.9% | Bullish 5 | 3 20.0% Risk On
SP400 (MDY) Daily | Bullish 3.4% | Bullish 6.5% | Bullish 0 | 3 20.0% Risk On
SP500EW (RSP) Daily | Bullish 4.2% | Bullish 7.6% | Bullish 0 | 3 20.0% Risk On
SP3200 (ITOT) Daily | Bullish 5.3% | Bullish 8.9% | Bullish 0 | 3 20.0% Risk On
SP500 (.SPx) Daily | Bullish 161.94 | Bullish 9.7% | Bullish 0 | 3 20.0% Risk On
--- --- --- --- --- --- --- --- --- ---
IF(Bullish) = 5 5 5 15 100.0% Risk On

    Summary (Buy,HTD,Sell)     Vested  HeldD  Held#  Sell  Buy   Sold*  Bot    ROI    YTD   TR1y
1- RS(4,5),RS(5,6) 120% 255 1 - - - - 10.1% 9.8% 11%
2- RS(3,4),RS(4,5) 106% 203 3 - - - - 6.2% 9.8% 11%
3- RS(4),RS(3,4,5),PO(42/126) 49% 25 1 - IEFA FUTY QQEW 5.1% 10.6% 11%
4- RS(4),RS(4,5,6),PO(42/126) 92% 102 2 ACWV - - - 6.5% 10.6% 11%
5- RS(4),RS(4,5,6),PO(40/120) 94% 304 2 - - - - 10.5% 13.4% 16%
6- RS(4),RS(3,4,5),PO(30/120) 51% 40 7 XHB XBI USRT XSD 7.2% 7.0% 7%
Cash Allocation 0% 53 0 --- --- --- --- --- --- ---
Portfolio Totals = 86% 114 19 - - - - 7.4% 11.5% 13%
BenchMark = N/A B&H 11 - - - - - 20.7% 20%

1-QTAA      BM       12m     6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index RRS252 RRS126 RRS105 RRS84 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(61) (%) (Adj)
FXAIX
SP:500 16% 16% 25% 27% 25.7% 1 3.7% 4.3% 4.6% BUY 0%
FSPSX MSCI:EAFE 11% 14% 25% 24% 24.5% 2 3.5% 3.6% 3.6% HTD 0%
FFNOX AA:GL 14% 15% 23% 25% 23.9% 3 3.4% 3.9% 4.2% HTD 255 10.1% 120%
FSMAX DJ:CTSM 9% 9% 19% 23% 20.8% 4 2.9% 3.4% 3.6% HTD 0%
FUAMX BB:ITT 8% 0% -4% -6% -4.7% 5 -0.4% -0.4% -0.5% Sell 0%

2-QTAA  Asset     12m     5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD   ROI   Vested
Symbol Geo:CL RRS252 RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (%) (Adj)
AOA
GL:Agr 11% 21% 22% 30% 25.5% 1 3.0% 3.4% 3.7% BUY 58 4.5% 32%
AOR GL:Gro 10% 15% 15% 22% 18.5% 2 2.3% 2.6% 2.8% BUY 274 7.6% 38%
COMT GL:Com -2% 13% 13% 19% 15.8% 3 1.5% 1.5% 1.7% BUY 0%
AOM GL:Mod 9% 9% 9% 14% 11.6% 4 1.5% 1.7% 1.8% HTD 277 6.2% 36%
IYLD GL:Inc 4% 7% 8% 12% 10.3% 5 0.9% 1.1% 1.4% Sell 0%
AOK GL:Con 8% 7% 7% 9% 8.0% 6 1.1% 1.2% 1.3% Sell 0%

3-QAR   Asset     12m     5m      4m     3m   (4)  (3,4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD   ROI   Vested
Symbol Geo:CL RRS252 RRS105 RRS84 RRS63 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (%) (Adj)
QQEW
GL:EW 18% 29% 33% 48% 1 1 2.0% 4.1% 4.9% HTD 25 5.1% 49%
IEFA DM:BMC 9% 29% 28% 32% 2 2 2.4% 4.0% 4.2% BUY 0%
EUSA US:EW 14% 25% 25% 38% 3 3 1.7% 3.5% 4.1% HTD 0%
FUTY US:Ut 18% 8% -2% -5% 4 4 1.3% 0.8% 1.0% Sell 0%
FREL US:RE 16% 4% -5% -10% 5 5 1.1% 0.6% 0.4% Sell 0%
TLT US:LTT 20% -10% -15% -15% 6 6 0.2% -0.6% -0.4% Sell 0%

4-QAR   Asset     12m     6m      5m      4m   (4)  (4,5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL RRS252 RRS126 RRS105 RRS84 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (%) (Adj)
QUAL
US:Qua 18% 18% 29% 32% 1 1 2.2% 4.2% 5.1% BUY 0 0%
FDLO US:LV 20% 12% 17% 17% 2 2 1.3% 2.5% 3.2% BUY 270 13.5% 44%
EFAV DM:MV 8% 10% 14% 12% 4 3 1.4% 2.1% 2.0% HTD 0%
MTUM US:Mo 17% 4% 10% 13% 3 4 0.3% 1.5% 2.2% Sell 0%
ACWV GL:MV 14% 8% 10% 6% 5 5 1.0% 1.3% 1.4% Sell 36 0.7% 48%
USMV US:MV 19% 7% 8% 6% 6 6 0.7% 1.1% 1.5% Sell 0%
EEMV EM:MV -1% 2% 9% 6% 7 7 0.4% 0.8% 0.4% Sell 0%
FBND US:TB 7% 2% 0% -1% 8 8 0.2% 0.1% 0.2% Sell 0%

5-QAR    Asset     12m     6m      5m      4m   (4)  (4,5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL RRS252 RRS126 RRS105 RRS84 RS2 *RS1* 50/120 40/120 30/120 Status: HTD(31) (%) (N)
IEUR
EUR:BMC 8% 18% 30% 31% 1 1 3.7% 4.2% 4.4% BUY 0%
IPAC PAC:BMC 9% 17% 27% 24% 3 2 3.3% 3.8% 3.8% HTD 0%
ITOT USA:BMC 15% 15% 25% 27% 2 3 2.9% 3.7% 4.1% BUY 282 13.5% 48%
ILF LA:LCV -6% -1% 19% 20% 4 4 1.6% 1.5% 1.1% HTD 0%
AOK GL:Con 8% 6% 7% 7% 5 5 0.9% 1.1% 1.1% HTD 325 7.6% 46%
SHY US:STT 2% 0% -1% -1% 6 6 -0.1% -0.1% -0.1% NA 0%

6-QAR    Asset     12m     5m      4m     3m   (4)  (3,4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL RRS252 RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (%) (Adj)
XBI
US:Bio 3% 41% 70% 119% 1 1 7.1% 10.1% 12.1% BUY 0 0%
SMH US:SC 36% 61% 62% 75% 2 2 9.3% 10.2% 10.8% BUY 65 17.6% 9%
XSD US:SC 36% 41% 48% 72% 3 3 7.0% 7.6% 8.1% HTD 25 10.3% 7%
RDVY US:Div 19% 44% 47% 60% 4 4 6.7% 7.3% 7.8% BUY 0%
IXN GL:Tec 28% 42% 46% 57% 5 5 6.3% 7.2% 7.7% HTD 25 6.1% 6%
SPGP US:GARP 22% 42% 44% 57% 6 6 6.1% 6.7% 7.1% BUY 44 4.2% 6%
XLK US:Tec 29% 38% 44% 58% 7 7 5.9% 6.9% 7.3% BUY 0%
QTEC GL:Tec 25% 38% 41% 58% 9 8 5.6% 6.5% 7.0% BUY 0%
MOAT US:Qua 21% 40% 42% 52% 8 9 6.2% 6.8% 7.2% HTD 16 1.7% 6%
QQQ GL:LCB 22% 33% 38% 51% 10 10 5.0% 5.7% 6.2% BUY 0%
RYT US:Tec 22% 32% 35% 52% 11 11 4.7% 5.5% 5.7% BUY 0 0%
IWY US:LCG 21% 28% 32% 47% 12 12 4.3% 5.1% 5.6% BUY 0%
IGV NA:TS 16% 20% 29% 49% 13 13 3.1% 4.3% 4.6% BUY 0%
MGK US:LCG 22% 26% 29% 44% 14 14 4.0% 4.8% 5.2% BUY 0%
IHI US:MD 22% 18% 23% 43% 17 15 3.1% 4.3% 4.8% HTD 0%
ITB US:HB 35% 40% 28% 15% 15 16 5.7% 6.0% 6.0% Sell 115 9.6% 8%
XHB US:HB 26% 33% 26% 19% 16 17 4.5% 4.6% 4.6% Sell 66 0.2% 8%
XAR US:A&D 27% 13% 9% 30% 19 18 2.5% 3.0% 2.6% Sell 0%
XMMO US:Mo 17% 11% 15% 25% 18 19 1.6% 2.2% 2.5% Sell 0%
ICLN GL:CE 23% 9% 8% 25% 20 20 0.8% 2.0% 3.2% Sell 0%
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