1-MAA: Long-Term(BRKB,FFNOX)
Criteria: HOLDIF: (Held < 31d), SELLIF: ( RS(3,6,12)_Rank > 4 ),BUYIF: ( RS(3,6,12)_Rank <=2 ), HTD
**1-MAA: RS(3,6,12) 1-MAA BM 12m 9m 6m 3m RS(3,6,12) RS(avg) PPO(s) PPO(5) PPO(f) Criteria**
**1-MAA: Long-Term(BRKB,FFNOX) Symbol Index RRS252 RRS189 RRS126 RRS63 %Rank1 %Rank2 (50,125) (25,125) (12,125) Status:**
**Fidelity U.S. Bond Index Fund** FXNAX BB:AB -16% -16% -13% -5% **80%** 79% -4.1% -4.6% -5.7% BUY
Berkshire Hathaway Inc **BRKB** DFS 16% 11% -8% -27% **67%** 92% -3.7% -8.3% -13.9% BUY
Fidelity 500 Index Fund FXAIX SP500 -10% -17% -19% -18% **60%** 68% -6.1% -8.3% -11.7% HTD
Fidelity International Index Fund FSPSX MSCI:EAFE -22% -23% -20% -13% **53%** 43% -5.9% -7.1% -10.9% HTD
Fidelity Multi-Asset Index Fund **FFNOX** GL:MAA -27% -31% -25% -17% **33%** 26% -8.0% -9.6% -12.5% Sell
Fidelity Extnd US Mkt Index Fund FSMAX DJ:CTSM -37% -40% -27% -23% **7%** 8% -8.8% -11.4% -15.2% Sell
*MF Redemption FeeIF (Held < 61d)
*Wash SaleIF (Sold & Bot < 31d) StDev = 18% 17% 7% 8% 2.0% 2.3% 3.3% SubTotal =
2-MAA: Multi-Asset ETF’s
Criteria: HOLDIF: ( Held < 31d ), SELLIF: ( RS(3,6,12)_Rank > 4 ), BUYIF: ( RS(3,6,12)_Rank <=2 ), HTD
**2-MAA: RS(3,6,12) 2-MAA Asset 12m 9m 6m 3m RS(3,6,12) RS(avg) PPO(s) PPO(5) PPO(f) Criteria**
**2-MAA: Multi-Asset ETF's Symbol Geo:Cla RRS252 RRS189 RRS126 RRS63 %Rank1 %Rank2 (50,125) (25,125) (12,125) Status:**
**iShares Commodity Dynamic Roll Strategy COMT** GL:CDR 26% 26% 35% 0% **100%** 90% 8.7% 11.0% 7.8% **Buy**
**SPDR SSGA Multi-Asset Real Return RLY** GL:RR 6% 4% 10% -8% **80%** 77% 1.9% 1.3% -3.5% **Hold**
**iShares Core Moderate Allocation AOM** GL:Mod -15% -17% -15% -9% **47%** 50% -4.8% -5.8% -7.5% **HTD**
**iShares Core Conservative Allocation AOK** GL:Con -16% -17% -15% -8% **40%** 51% -4.6% -5.5% -7.0% **HTD**
**iShares Core Growth Allocation AOR** GL:Gro -15% -18% -17% -11% **27%** 44% -5.3% -6.5% -8.6% **Sell**
**iShares Core Aggressive Allocation AOA** GL:Agr -15% -19% -18% -13% **7%** 22% -5.8% -7.1% -9.7% **Sell**
*Wash SaleIF (Sold & Bot < 31d) StDev = 17% 18% 21% 5% 5.8% 7.1% 6.5% SubTotal =
3-QAA: Market Assets
Criteria: HOLDIF: ( Held < 31d ), SELLIF: ( RS(3,4,5,6)_Rank > 3 ), BUYIF: ( RS(3,4,5,6)_Rank <= 2 ) , HTD
**3-QAA: RS(3,4,5,6) 3-QAA Asset 6m 5m 4m 3m RS(3,4,5,6) RS(avg) PPO(s) PPO(5) PPO(f) Criteria**
**3-QAA: Market Assets Symbol Geo:Cla RRS126 RRS105 RRS84 RRS63 %Rank1 %Rank2 (50,125) (25,125) (12,125) Status:**
**Invesco Opti YLD DVSFD Commodity PDBC** GL:OYDC 34% 24% 12% 7% **100%** 94% 9.2% 11.3% 7.9% **Buy**
**Invesco FTSE US RAFI 1000 PRF** US:RAFI -12% -12% -13% -14% **75%** 70% -4.2% -6.0% -9.8% **Buy**
**iShares Core MSCI EAFE IEFA** EAFE:MC -22% -19% -15% -16% **45%** 46% -6.7% -8.6% -12.5% **HTD**
**Fidelity MSCI Real Estate FREL** US:REIT -17% -16% -20% -24% **40%** 41% -5.7% -9.1% -12.1% **Sell**
**First Trust Nasdaq 100 Equal-Weighted QQEW** GL:QEW -25% -21% -20% -20% **20%** 20% -8.2% -9.7% -12.3% **Sell**
**iShares BB&B 20+ Year US Treasury TLT** US:LTT -30% -26% -21% -12% **20%** 16% -9.3% -10.9% -11.7% **Sell**
*Wash SaleIF (Sold & Bot < 31d) StDev = 23% 18% 12% 11% 6.8% 8.4% 8.1% SubTotal =
4-QAA: Enhanced Assets
Criteria: HOLDIF: ( Held < 31d ), SELLIF: ( RS(3,4,5,6)_Rank > 4 ), BUYIF: ( RS(3,4,5,6)_Rank <= 3 ), HTD
**4-QAA: RS(3,4,5,6) 4-QAA Asset 6m 5m 4m 3m RS(3,4,5,6) RS(avg) PPO(s) PPO(5) PPO(f) Criteria**
**4-QAA: Enhanced Assets Symbol Geo:Cla RRS126 RRS105 RRS84 RRS63 %Rank1 %Rank2 (50,125) (25,125) (12,125) Status:**
**iShares BB Roll Select Broad Commodity CMDY** GL:BCs 25% 15% 3% -2% **100%** 96% 6.2% 6.0% 1.5% **Buy**
**iShares MSCI Min-Vol USA USMV** US:MV -10% -8% -11% -13% **86%** 81% -3.5% -4.9% -6.7% **Buy**
**iShares MSCI USA Value Factor VLUE** US:VF -18% -15% -14% -14% **57%** 58% -5.2% -7.4% -11.6% **Buy**
**iShares MSCI USA Multi-Factor LRGF** US:MF -16% -15% -16% -17% **57%** 48% -5.3% -7.4% -10.6% **Buy**
**iShares MSCI Min-Vol EAFE EFAV** EAFE:MV -17% -16% -14% -15% **50%** 55% -5.5% -7.7% -10.2% **Sell**
**iShares MSCI USA Size Factor SIZE** US:SF -17% -16% -17% -18% **36%** 40% -5.7% -7.8% -11.4% **Sell**
**iShares MSCI USA Qualty Factor QUAL** US:QF -20% -17% -18% -19% **14%** 17% -6.4% -8.5% -12.0% **Sell**
**iShares MSCI USA Momentum Factor MTUM** US:MoF -25% -22% -22% -21% **0%** 3% -8.5% -10.1% -13.0% **Sell**
*Wash SaleIF (Sold & Bot < 31d) StDev = 16% 11% 7% 6% 4.4% 5.1% 4.7% SubTotal =
5-QAA: U.S. Market Assets
Criteria: HOLDIF: ( Held < 31d ), SELLIF: ( RS(3,6,12)_Rank > 4 ) , BUYIF: ( RS(3,6,12)_Rank <= 2 ), HTD
**5-QAA: RS(3,6,12) 5-QAA BM 12m 9m 6m 3m RS(3,6,12) RS(avg) PPO(s) PPO(5) PPO(f) Criteria**
**5-QAA: U.S. Market Assets Symbol Index RRS252 RRS189 RRS126 RRS63 %Rank1 %Rank2 (50,125) (25,125) (12,125) Status:**
**Invesco S&P LC 500 Equal-Weighted RSP** SP500EW -7% -12% -15% -17% **73%** 76% -5.0% -7.1% -10.9% **Buy**
**Invesco Russell 1000 Equal-Weighted EQAL** R1000EW -9% -13% -13% -17% **67%** 75% -4.6% -6.4% -10.6% **Buy**
**Invesco S&P MC 400 Equal-Weighted EWMC** SP400EW -11% -17% -16% -15% **67%** 62% -5.3% -6.9% -10.9% **Buy**
**Invesco S&P Real Estate Equal-Weighted EWRE** SPREEW -4% -11% -17% -26% **47%** 63% -5.7% -9.8% -13.0% **HTD**
**Invesco S&P SC 600 Equal-Weighted EWSC** SP600EW -14% -20% -18% -15% **40%** 31% -6.2% -7.6% -11.5% **Sell**
**Direxion Nasdaq 100 Equal-Weighted QQQE** N100-EW -31% -34% -25% -20% **7%** 7% -8.1% -9.6% -12.3% **Sell**
*Wash SaleIF (Sold & Bot < 31d) StDev = 10% 9% 4% 4% 1.3% 1.4% 0.9% SubTotal =
6-WWL: Select (25 of 100)
Criteria: HOLDIF: ( Held < 31d ), SELLIF: ( RS(2,4,6)_Rank > 15 or 25-DMA < 125-DMA ) , BUYIF: ( RS(2,4,6)_Rank <= 12 ), HTD
**6-WWL: RS(2,4,6),DMAC(5) 6-WWL Asset 12m 6m 4m 2m RS(2,4,6) RS(avg) PPO(s) DMAC(5) PPO(f) Criteria**
**6-WWL: Select (25 of 100) Symbol Geo:Cla RRS252 RRS126 RRS84 RRS42 %Rank1 %Rank2 (50,125) (25,125) (12,125) Status:**
**Proshares Short QQQ PSQ** US:Q-1x 16% 23% 20% 7% **96%** 89% 8.1% **10.0%** 12.9% **Buy**
**iShares U.S. Oil & Gas Expl. & Prod. IEO** US:OGEP 67% 33% 12% -7% **94%** 92% 8.9% **11.6%** 0.2% **Buy**
**Energy Select Sector SPDR XLE** US:Es 63% 30% 8% -8% **81%** 92% 7.8% **9.3%** -0.5% **Buy**
**Invesco SP500 Eq-Wt Consumer Staples RHS** US:CSEW 9% -1% -2% -7% **78%** 70% -0.1% **-2.3%** -3.3% **Sell**
**First Trust Morningstar Dividend Leaders FDL** US:DL 15% 3% -2% -7% **76%** 72% 0.7% **-0.3%** -4.1% **Sell**
**Invesco SP500 Eq-Wt Utilities RYU** US:UEW 12% 7% -3% -8% **72%** 72% 1.5% **0.0%** -4.1% **Buy**
**Invesco SP500 Eq-Wt Energy RYE** US:EEW 68% 31% 8% -11% **71%** 92% 8.1% **9.5%** -1.6% **Buy**
**iShares NA Natural Resources IGE** NA:NR 45% 20% -1% -9% **71%** 87% 4.4% **4.8%** -3.8% **Buy**
**iShares U.S. Consumer Staples IYK** US:CS 12% -2% -3% -8% **67%** 70% -0.3% **-2.6%** -4.2% **Sell**
**Health Care Select Sector SPDR XLV** US:HCs -1% -5% -8% -4% **65%** 58% -2.1% **-3.3%** -4.6% **Sell**
**First Trust Nasdaq Food & Beverage FTXG** US:NFB 10% 0% -4% -9% **61%** 68% -0.1% **-2.8%** -4.6% **Sell**
**Invesco SP500 GARP SPGP** US:GARP -8% -14% -14% -8% **46%** 28% -4.7% **-6.4%** -9.1% **Sell**
**iShares U.S. Infrastructure IFRA** US:Infra 4% -4% -12% -10% **43%** 54% -2.1% **-3.7%** -8.9% **Sell**
**Invesco SP500 Eq-Wt Materials RTM** US:MEW 7% -4% -11% -16% **37%** 53% -1.6% **-4.3%** -10.4% **Sell**
**Invesco SP500 Revenue-Weighted RWL** US:RW 2% -11% -13% -10% **37%** 47% -3.8% **-5.8%** -9.2% **Sell**
**Invesco SP500 Pure Value RPV** US:PV 9% -6% -10% -11% **36%** 58% -2.2% **-4.1%** -8.7% **Sell**
**Invesco R1000 Dynamic Multi-Factor OMFL** US:MF -8% -13% -12% -10% **36%** 29% -3.9% **-5.9%** -10.2% **Sell**
**iShares U.S. Dividend and Buyback DIVB** US:D&B -4% -15% -14% -9% **33%** 33% -4.8% **-6.6%** -9.9% **Sell**
**SPDR S&P Metals and Mining XME** US:M&M 30% 11% -29% -19% **26%** 66% -1.4% **-5.3%** -13.0% **Sell**
**Invesco SP500 Eq-Wt Financials RYF** US:FEW -7% -23% -20% -8% **25%** 16% -7.6% **-9.4%** -12.7% **Sell**
**Invesco SP500 Eq-Wt Tecnology RYT** US:TEW -19% -25% -18% -9% **24%** 9% -7.6% **-9.0%** -12.9% **Sell**
**iShares U.S. Basic Materials IYM** US:BM 6% -5% -16% -17% **24%** 46% -2.4% **-5.6%** -12.5% **Sell**
**Invesco SP500 Eq-Wt Industrials RGI** US:IEW -12% -16% -15% -11% **19%** 20% -4.9% **-7.1%** -11.1% **Sell**
**Invesco SP500 Quality SPHQ** US:QF -12% -20% -17% -10% **18%** 16% -6.4% **-8.4%** -12.4% **Sell**
**Invesco S&P SmallCap Value With Mo XSVM** US:SCVM -1% -15% -18% -14% **12%** 26% -5.1% **-7.4%** -13.0% **Sell**
*Wash SaleIF (Sold & Bot < 31d) StDev = 24% 17% 11% 5% 4.9% 6.3% 5.9% SubTotal =