No. of Recommendations: 3
Market Trends: PO's MAC(10M) DBE(99d,5m) CountIF %Bullish Risk
29-Apr-2022 Status: Inter Status: TP,210 Status: MktD Bullish Eq-Wt Status:
SP600 (IJR) Daily | BEARish -2.5% | BEARish -8.8% | BEARish 119 | 0 0.0% Risk_Off
SP400 (MDY) Daily | BEARish -1.5% | BEARish -6.7% | BEARish 119 | 0 0.0% Risk_Off
SP500EW (RSP) Daily | BEARish -0.8% | Bullish -4.3% | Bullish 79 | 2 13.3% Averse
SP1500 (ITOT) Daily | BEARish -3.2% | BEARish -8.4% | Bullish 79 | 1 6.7% Risk_Off
SP500 (.SPx) Daily | BEARish -0.2% | BEARish -6.9% | Bullish 79 | 1 6.7% Risk_Off
--- --- --- --- --- --- --- --- --- ---
CountIF(Bullish) = 0 1 3 4 26.7% Risk_Off
Screen Ranking (RS): 1 2 3 4 5 6 7 8 9 10 11 12 Sell HTD Buy
1-MAA: Long-Term B&H BRK/B FXAIX FXNAX FSPSX FFNOX FSMAX -- FFNOX --
2-MAA: Multi-Asset ETF's COMT AOA AOR AOM AOK IYLD -- -- --
3-QAR: Market Assets PDBC FREL PRF QQEW IEFA TLT -- PRF FREL
4-QAR: Enhanced Assets USMV LRGF SIZE EEMV EFAV QUAL VLUE MTUM -- USMV LRGF
5-QAR: U.S. Market Assets RSP EQAL EWMC EWSC IWM QQQE -- EQAL --
6-WWL: Top 12 of 25 XME RYE CMDY IYM IYK XLE RLY RPV REZ IFRA XLV RWL -- IYM IYK
6-WWL: Bottom 13 thru 24 OMFL DIVB SPGP XSVM RYF DSI SPHQ SUSA XLF IWY IUSG IXN -- -- --
Screen Criteria Alloc# HTD# Held# Vested HeldW Sold* Bot %G/L (YTD) TR(1y) TR(3y)
1-MAA: RS(3,6,12) 2 5 2 107% 61 0 1 3% -1% 7% 6%
2-MAA: RS(3,6,12) 2 3 2 146% 61 0 0 16% -1% 7% 6%
3-QAR: RS(3,4,5) 2 3 2 47% 15 1 0 18% 2% 12% 6%
4-QAR: RS(3,4,5) 3 4 1 9% 3 1 1 -6% 2% 12% 6%
5-QAR: RS(3,6,12) 2 3 2 23% 5 0 1 -2% -6% 2% 3%
6-WWL: RS(2,4,6),DMAC 12 15 6 59% 6 0 2 -2% -7% -12% 5%
My Screens ( Inc'l LTBH ) = 25 -- 17 27% -- 2 5 -- -6.6% 2.2% 5.8%
FCash ( available ) = 2 -- 2 73% -- -- -- -- 0% 0% 0%
Fixed Income ( ladder ) = 20 -- 15 99% -- -- -- -- -2.1% 0.7% 3.7%
My Portfolio Totals = 47 -- 34 45% -- -- -- -- -1.9% 0.9% 3.4%
BenchMark ( 65/35 )** = 7 -- -- -- -- -- -- -- -11.6% -4.5% 7.8%
