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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- Comm-Free/WWL

 Trends        PO's   PO's      MAC(10M)  MAC(10M)     DBE(126d)  Last_NH     CountIF    Eq-Wt     Risk
09/13/19 Status: Inter Status: Ratio Status: #MktD Bullish %Bullish Level
SP600 |
Bullish 0.8% | Bullish 5.1% | BEARish 264 | 2 13.3%
SP400 | BEARish -0.7% | Bullish 5.2% | Bullish 30 | 2 13.3%
SP500EW | BEARish -0.6% | Bullish 6.4% | Bullish 0 | 2 13.3%
SP3200 | Bullish 2.4% | Bullish 6.8% | Bullish 34 | 3 20.0%
SP500 | Bullish 4.44 | Bullish 6.6% | Bullish 0 | 3 20.0%
--- --- --- --- --- --- --- --- ---
%Bullish 3 20.0% 5 33.3% 4 26.7% 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) 134% 150 1 - - - - 3.2% 4.6% -14%
2- RS(3,4),RS(4,5) 85% 171 2 - AOK - - 3.7% 4.6% -14%
3- RS(3,4),RS(4,5),PO(42/126) 37% 78 1 - TLT - - 5.9% 5.2% -6%
4- RS(4,5),RS(5,6) 111% 126 2 - - - - 5.3% 5.2% -6%
5- RS(3,4),RS(4,5),PO(40/120) 94% 199 2 - - - - 5.7% 7.9% 0%
6- RS(3,4),RS(4,5),PO(30/120) 53% 104 5 IWP REZ IWF ITB 6.4% 4.3% -6%
Cash Allocation 20% --- --- --- --- --- --- --- --- ---
Portfolio Totals = 90% 134 16 - - - - 5.5% 6.2% -7%
BenchMark = 0% B&H 11 - - - - - 15.2% 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)
FXAIX
SP:500 4% 20% 8% -4% 2% 1 4.9% 4.6% 4.3% HTD 0%
FUAMX BB:ITT 8% 11% 14% 15% 14% 2 3.8% 4.1% 4.4% BUY 0%
FFNOX AA:GL 2% 15% 6% -4% 1% 3 3.8% 3.5% 3.2% HTD 150 3.2% 134%
FSMAX DJ:CTSM -9% 13% -1% -11% -6% 4 2.2% 1.8% 1.3% HTD 0%
FSPSX MSCI:EAFE 0% 11% -1% -18% -9% 5 2.2% 1.6% 1.0% 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 4% 8% 9% 4% 6% 1 3.0% 3.1% 3.1% BUY 0%
AOM GL:Mod 4% 7% 8% 1% 4% 2 3.0% 3.0% 2.9% BUY 172 3.7% 42%
AOR GL:Gro 3% 4% 6% -4% 1% 3 2.9% 2.7% 2.5% BUY 169 3.6% 43%
IYLD GL:Inc 1% 3% 3% -6% -1% 4 1.6% 1.5% 1.3% HTD 0%
AOA GL:Agr 2% 1% 4% -9% -3% 5 2.8% 2.4% 2.1% Sell 0%
COMT GL:Com -17% -14% -11% -26% -19% 6 -2.5% -3.4% -4.0% 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 15% 43% 43% 51% 47% 1 4.5% 6.5% 8.8% BUY 0%
FUTY US:Ut 16% 20% 17% 18% 18% 2 2.2% 2.6% 3.3% HTD 78 5.9% 37%
FREL US:RE 9% 17% 17% 19% 18% 3 1.8% 2.3% 3.1% Sell 0%
QQEW GL:EW 9% 6% 15% -5% 5% 4 1.4% 1.2% 0.1% Sell 0%
EUSA US:EW 3% 3% 6% -9% -1% 5 0.9% 0.5% -0.4% Sell 0%
IEFA DM:BMC -1% -10% -8% -16% -12% 6 -0.8% -1.6% -2.5% 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)
USMV
US:MV 12% 21% 22% 20% 21% 1 2.9% 3.3% 3.3% BUY 87 3.4% 61%
FDLO US:LV 10% 18% 18% 18% 18% 2 2.5% 2.8% 2.6% BUY 165 7.7% 50%
ACWV GL:MV 8% 12% 13% 11% 12% 3 1.7% 1.8% 1.8% HTD 0%
FDMO US:Mo 1% 12% 9% 8% 9% 4 1.9% 1.5% 0.8% HTD 0%
FBND US:TB 5% 10% 11% 11% 11% 5 1.3% 1.7% 2.0% Sell 0%
FQAL US:Qal 2% 6% 5% 10% 8% 6 1.1% 1.0% 0.3% Sell 0%
EFAV DM:MV 2% 1% 2% 0% 1% 7 0.3% 0.0% -0.3% Sell 0%
EEMV EM:MV 1% -10% -8% -4% -6% 8 -0.7% -1.6% -2.6% 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)
AOK
GL:Con 4% 8% 9% 4% 6% 1 1.1% 1.2% 1.2% BUY 220 5.2% 47%
ITOT USA:BMC 2% 5% 10% -4% 3% 2 1.2% 0.8% 0.4% HTD 177 6.1% 47%
IPAC PAC:BMC 1% -5% -3% -12% -7% 4 -0.5% -1.1% -1.5% Sell 0%
IEUR EUR:BMC -2% -14% -13% -20% -16% 5 -1.7% -2.4% -2.9% Sell 0%
ILF LA:LCV 9% -14% -19% -57% -38% 6 -1.4% -3.3% -4.6% Sell 0%
SHY US:STT 2% 3% 2% 2% 2% NR 0.4% 0.4% 0.5% 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)
IHI
US:MD 13% 36% 34% 13% 24% 1 4.6% 4.4% 4.7% BUY 60 3.0% 12%
REZ US:RRE 19% 33% 29% 33% 31% 2 4.4% 5.7% 6.5% BUY 0%
SOXX US:SC 19% 12% 46% 30% 38% 3 3.3% 2.2% 2.9% BUY 0%
TLH US:LTB 12% 29% 28% 31% 30% 4 4.4% 5.7% 6.1% BUY 0%
ICLN GL:CE 29% 26% 28% 15% 22% 5 3.8% 4.1% 4.5% BUY 0%
ITB US:HC 11% 19% 27% 35% 31% 6 3.4% 4.4% 5.1% HTD 10 4.2% 9%
ITA US:A&D 8% 18% 22% 17% 20% 7 3.0% 3.1% 3.7% BUY 72 6.6% 13%
FSTA US:CSt 10% 17% 19% 15% 17% 8 2.7% 2.7% 3.3% HTD 0%
IYR US:RE 11% 18% 17% 19% 18% 9 2.3% 3.1% 3.6% BUY 0%
IDU US:Ut 15% 19% 17% 17% 17% 10 2.4% 3.1% 3.7% BUY 0%
ICF US:RE 14% 19% 16% 18% 17% 11 2.3% 3.2% 3.7% Sell 0%
FTEC US:IT 8% 12% 22% 3% 12% 12 2.2% 1.3% 1.6% Sell 185 11.5% 10%
IYW US:Tec 8% 9% 23% 4% 14% 13 2.0% 1.0% 1.2% Sell 0%
IWY US:LCG 5% 12% 18% 2% 10% 14 1.8% 1.3% 1.6% Sell 0%
IWP US:MCG 5% 11% 14% -3% 6% 15 1.6% 0.9% 1.0% Sell 193 7.8% 9%
IYC US:CS 7% 9% 14% -3% 5% 16 1.4% 0.7% 1.0% Sell 0%
XMLV US:LV 7% 7% 7% 2% 4% 17 1.0% 0.9% 1.1% Sell 0%
FCOM US:Com 9% 2% 9% -2% 4% 18 0.7% 0.0% 0.0% Sell 0%
XMMO US:MCM 6% 3% 5% -11% -3% 19 0.4% -0.2% -0.2% Sell 0%
IGV NA:T-S 5% 4% 5% -17% -6% 20 0.5% -0.8% -0.8% Sell 0%
Print the post Back To Top
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- 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
07/12/19
| Status: Last_Chg Inter Slow | Status: Last_Chg Ratio | Last_Chg Last_MAC First_Chg First_MAC
SP600
| Bullish 07/03/19 1.5% -0.1% | BEARish 11/06/18 0.2% | Bullish (TP,50d) BEARish (TP,43w)
SP400 | Bullish 06/27/19 0.8% 0.9% | Bullish 02/22/19 4.0% | Bullish (TP,50d) Bullish (TP,21w)
SP500EW | Bullish 02/22/19 2.9% 4.0% | Bullish 02/19/19 6.7% | Bullish (TP,50d) Bullish (TP,21w)
SP3200 | Bullish 03/18/19 4.1% 3.8% | Bullish 02/22/19 7.4% | Bullish (50d,200d) Bullish (TP,50d)
SP500 | Bullish 03/01/19 5.55 4.48 | Bullish 02/15/19 7.5% | Bullish (TP,50d) Bullish (TP,21w)
Ca_Alloc = | 0% | 20% | 10%

  Summary ( B&S Criteria )     Vested  Pos-1  Pos-2   Pos-3   Sell  Buy  Sold*  Bot   HeldD  ROI    YTD   TR1y
1- RS(3,5),RS(5,7),PO(42/210) 105% - FFNOX - - - - - 87 2.6% 5.3% -8%
2- RS(3,4),RS(4,5) 100% - AOM AOR - - - - 105 2.7% 5.3% -8%
3- RS(3,4),RS(4,5),PO(42/126) 28% - FUTY - - TLT QQEW FUTY 15 1.9% 3.8% -2%
4- RS(4,5),RS(5,6) 87% USMV FDLO - - - - USMV 63 4.7% 3.8% -2%
5- RS(3,4),RS(4,5),PO(40/120) 93% ITOT AOK - - - - - 136 5.3% 7.7% 2%
6- RS(3,4),RS(4,5),PO(30/120) 61% - FTEC ITA IWF IYC IGV ITA 63 5.6% 6.9% 0%
--- --- --- --- --- --- --- --- --- --- --- --- ---
Portfolio Totals = 84% 19 77 4.8% 6.8% -3%
BenchMark (Cash_Alloc) = 0% FFNOX VL1700 SP1500 EAFE AGG - 11 B&H - 14.7% 2%

1-QTAA      BM     %G/L    7m      5m      3m   (3,5)  (5,7)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index 126d RRS147 RRS105 RRS63 RS2 RS1 52/210 42/210 35/210 Status: HTD(61) (Pos) (Adj)
FXAIX
SP:500 16% 27% 14% 9% 11% 1 3.6% 3.5% 3.7% HTD 0%
FFNOX AA:GL 13% 20% 11% 8% 10% 2 2.5% 2.4% 2.7% HTD 87 2.6% 105%
FSPSX MSCI:EAFE 9% 19% 9% 6% 7% 3 1.9% 1.8% 2.1% HTD 0%
FUAMX BB:ITT 4% 9% 12% 19% 15% 4 3.1% 3.6% 3.9% BUY 0%
FSMAX DJ:CTSM 12% 20% -1% -2% -2% 5 0.0% -0.4% -0.4% Sell 0%

2-QTAA  Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(5)   PO(f)   Criteria   HeldD   %G/L  Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 RS1 52/210 42/210 35/210 Status: HTD(31) ROI (Adj)
AOK
GL:Con 6% 9% 8% 10% 9% 1 2.6% 2.8% 3.0% BUY 0%
AOM GL:Mod 7% 9% 8% 10% 9% 2 2.7% 2.9% 3.1% BUY 109 2.9% 33%
AOR GL:Gro 9% 9% 7% 8% 7% 3 2.8% 2.8% 3.1% BUY 106 3.0% 34%
AOA GL:Agr 10% 9% 5% 5% 5% 4 2.8% 2.8% 3.0% HTD 99 2.2% 33%
IYLD GL:Inc 5% 3% 2% 6% 4% 5 1.4% 1.5% 1.7% Sell 0%
COMT GL:Com 4% -8% -15% -13% -14% 6 -5.0% -5.3% -5.5% Sell 0%

3-QAR   Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 RS1 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
TLT
US:LTT 8% 26% 28% 39% 34% 1 2.5% 4.3% 5.4% BUY 0%
FUTY US:Ut 13% 16% 17% 25% 21% 2 2.4% 3.5% 4.1% HTD 15 1.9% 28%
FREL US:RE 15% 14% 14% 19% 16% 3 2.1% 2.9% 3.4% Sell 0%
QQEW GL:EW 19% 12% 6% 3% 5% 4 2.4% 1.7% 2.5% Sell 0%
IEFA DM:BMC 7% 4% -2% -6% -4% 5 1.2% 0.7% 0.9% Sell 0%
EQAL US:EW 12% 3% -1% -5% -3% 6 1.2% 0.5% 0.8% Sell 0%

4-QAR   Asset   %G/L    6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS126 RRS105 RRS84 RS2 RS1 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
USMV
US:MV 19% 28% 24% 24% 24% 1 3.2% 4.3% 5.2% HTD 24 2.7% 48%
FDLO US:LV 19% 27% 21% 20% 20% 2 3.0% 3.7% 4.6% BUY 102 7.2% 39%
FDMO US:Mo 18% 25% 20% 19% 20% 3 2.9% 3.4% 4.3% HTD 0%
ACWV GL:MV 12% 20% 16% 15% 16% 4 2.2% 2.9% 3.7% HTD 0%
FQAL US:Qal 14% 18% 10% 7% 9% 5 2.0% 1.7% 2.3% Sell 0%
FBND US:TB 5% 9% 9% 9% 9% 6 1.1% 1.6% 1.9% Sell 0%
EFAV DM:MV 6% 10% 7% 4% 5% 7 1.0% 1.3% 1.8% Sell 0%
EEMV EM:MV 2% -2% -6% -9% -7% 8 -0.5% -1.3% -0.5% Sell 0%

5-QAR    Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 RS1 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
ITOT
USA:BMC 16% 12% 9% 6% 7% 1 1.6% 1.6% 1.8% HTD 114 6.2% 47%
AOK GL:Con 6% 9% 8% 10% 9% 2 1.2% 1.4% 1.6% HTD 157 4.5% 46%
IEUR EUR:BMC 8% 5% -4% -10% -7% 4 0.7% 0.5% 0.6% Sell 0%
IPAC PAC:BMC 5% 2% -1% -1% -1% 5 0.1% 0.1% 0.3% Sell 0%
ILF LA:LCV 2% -8% -2% 19% 8% 6 -1.9% -1.4% -0.3% Sell 0%
SHY US:STT 1% 3% 3% 5% 4% NR 0.4% 0.5% 0.6% NR 0%

6-QTAR  Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 RS1 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
IYC
US:CS 19% 25% 21% 13% 17% 1 3.2% 4.1% 5.2% BUY 0 0%
FTEC US:IT 27% 24% 13% 7% 10% 2 3.1% 4.2% 5.5% HTD 122 12.3% 8%
ITA US:A&D 20% 13% 23% 17% 20% 3 2.5% 3.2% 3.7% HTD 9 2.0% 10%
IYF US:Fin 17% 17% 18% 12% 15% 4 2.5% 3.1% 3.6% HTD 4 1.0% 10%
IWP US:MCG 23% 18% 16% 13% 15% 5 2.8% 3.8% 4.7% BUY 130 10.5% 7%
IGM NA:Tec 25% 22% 11% 3% 7% 6 2.7% 3.5% 4.8% HTD 115 9.4% 9%
IVW US:LCG 18% 19% 14% 13% 13% 7 2.7% 3.4% 4.3% BUY 0%
XMMO US:MCM 24% 19% 13% 9% 11% 8 3.0% 3.9% 4.8% HTD 9 0.3% 9%
IHI US:MD 18% 14% 18% 47% 33% 9 2.9% 4.7% 5.9% BUY 0%
IGV NA:T-S 25% 18% 14% 13% 13% 10 2.8% 3.4% 4.5% BUY 0%
IUSG US:BMG 18% 18% 14% 12% 13% 11 2.7% 3.3% 4.3% Sell 0%
IWF US:BMG 20% 18% 13% 10% 12% 12 2.5% 3.3% 4.4% Sell 115 7.9% 9%
IDU US:Ut 13% 16% 15% 24% 20% 13 3.1% 3.6% 3.9% Sell 0%
FDIS US:CD 17% 18% 12% 4% 8% 14 2.0% 2.9% 4.1% Sell 0%
XMLV US:LV 14% 14% 15% 12% 13% 15 2.3% 2.8% 3.2% Sell 0%
IYW US:Tec 25% 19% 6% -3% 1% 16 2.1% 2.8% 4.2% Sell 0%
DGRO US:DG 14% 13% 12% 10% 11% 17 2.0% 2.6% 3.4% Sell 0%
OEF US:LCB 16% 14% 9% 6% 7% 18 1.9% 2.4% 3.4% Sell 0%
DSI US:Soc 16% 13% 10% 7% 9% 19 1.8% 2.5% 3.4% Sell 0%
IYJ US:Ind 18% 11% 10% 5% 7% 20 1.7% 2.4% 3.2% 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- 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
07/19/19
| Status: Last_Chg Inter Slow | Status: Last_Chg Ratio | Last_Chg Last_MAC First_Chg First_MAC
SP600
| Bullish 07/03/19 1.3% 0.4% | BEARish 11/06/18 -0.3% | Bullish (TP,50d) BEARish (TP,43w)
SP400 | Bullish 06/27/19 1.3% 1.2% | Bullish 02/22/19 3.5% | Bullish (TP,50d) Bullish (TP,21w)
SP500EW | Bullish 02/22/19 3.0% 4.6% | Bullish 02/19/19 6.0% | Bullish (TP,50d) Bullish (TP,21w)
SP3200 | Bullish 03/18/19 4.8% 4.3% | Bullish 02/22/19 6.6% | Bullish (50d,200d) Bullish (TP,50d)
SP500 | Bullish 03/01/19 5.65 4.71 | Bullish 02/15/19 7.3% | Bullish (TP,50d) Bullish (TP,21w)
Ca_Alloc = | 0% | 20% | 10%

  Summary ( B&S Criteria )     Vested  Pos-1  Pos-2   Pos-3   Sell  Buy  Sold*  Bot   HeldD  ROI    YTD   TR1y
1- RS(3,5),RS(5,7),PO(42/210) 105% - FFNOX - - - - - 94 2.6% 4.9% -9%
2- RS(3,4),RS(4,5) 100% - AOM AOR - - - - 112 2.3% 4.9% -9%
3- RS(3,4),RS(4,5),PO(42/126) 28% - FUTY - - TLT - FUTY 22 1.4% 3.1% -2%
4- RS(4,5),RS(5,6) 87% USMV FDLO - - - - - 70 3.8% 3.1% -2%
5- RS(3,4),RS(4,5),PO(40/120) 93% ITOT AOK - - - - - 143 4.8% 7.1% 1%
6- RS(3,4),RS(4,5),PO(30/120) 70% - IHI ITA - IYC IGV IHI 62 4.0% 5.8% -1%
--- --- --- --- --- --- --- --- --- --- --- --- ---
Portfolio Totals = 85% 20 80 3.8% 7.3% -3%
BenchMark (Cash_Alloc) = 0% FFNOX VL1700 SP1500 EAFE AGG - 11 B&H - 14.1% 0%

1-QTAA      BM     %G/L    7m      5m      3m   (3,5)  (5,7)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index 126d RRS147 RRS105 RRS63 RS2 RS1 52/210 42/210 35/210 Status: HTD(61) (Pos) (Adj)
FXAIX
SP:500 14% 28% 14% 15% 14% 1 3.8% 4.0% 4.5% HTD 0%
FFNOX AA:GL 12% 21% 11% 14% 12% 2 2.7% 2.9% 3.4% HTD 94 2.6% 105%
FSPSX MSCI:EAFE 9% 19% 8% 11% 10% 3 2.0% 2.2% 2.6% HTD 0%
FUAMX BB:ITT 5% 10% 12% 17% 15% 4 3.3% 3.7% 4.0% BUY 0%
FSMAX DJ:CTSM 10% 21% 0% 5% 3% 5 0.3% 0.2% 0.5% Sell 0%

2-QTAA  Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(5)   PO(f)   Criteria   HeldD   %G/L  Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 RS1 52/210 42/210 35/210 Status: HTD(31) ROI (Adj)
AOK
GL:Con 6% 9% 8% 11% 10% 1 2.7% 3.0% 3.3% BUY 0%
AOM GL:Mod 7% 9% 8% 11% 10% 2 2.8% 3.1% 3.5% BUY 116 2.8% 33%
AOR GL:Gro 7% 9% 7% 11% 9% 3 2.8% 3.1% 3.5% BUY 113 2.6% 34%
AOA GL:Agr 9% 8% 6% 9% 8% 4 2.8% 3.1% 3.6% HTD 106 1.6% 33%
IYLD GL:Inc 4% 4% 4% 9% 6% 5 1.5% 1.7% 2.1% Sell 0%
COMT GL:Com 2% -9% -13% -4% -9% 6 -4.8% -4.9% -4.8% Sell 0%

3-QAR   Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 RS1 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
TLT
US:LTT 10% 26% 27% 35% 31% 1 2.7% 4.5% 5.1% BUY 0%
FUTY US:Ut 13% 16% 18% 24% 21% 2 2.3% 3.4% 4.0% HTD 22 1.4% 28%
FREL US:RE 10% 14% 12% 18% 15% 3 1.8% 2.6% 3.2% Sell 0%
QQEW GL:EW 17% 13% 8% 13% 10% 4 2.0% 1.8% 3.4% Sell 0%
EQAL US:EW 9% 3% -1% 1% 0% 5 0.8% 0.4% 1.3% Sell 0%
IEFA DM:BMC 7% 2% -2% -1% -2% 6 0.8% 0.5% 1.1% Sell 0%

4-QAR   Asset   %G/L    6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS126 RRS105 RRS84 RS2 RS1 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
USMV
US:MV 17% 27% 24% 25% 25% 1 3.0% 4.3% 5.5% BUY 31 1.8% 48%
FDLO US:LV 17% 25% 21% 21% 21% 2 2.8% 3.7% 4.9% BUY 109 6.2% 39%
FDMO US:Mo 15% 24% 21% 21% 21% 3 2.7% 3.5% 4.8% HTD 0%
ACWV GL:MV 11% 19% 16% 16% 16% 4 2.1% 3.0% 3.8% HTD 0%
FQAL US:Qal 12% 16% 11% 8% 9% 5 1.7% 1.7% 2.9% Sell 0%
FBND US:TB 5% 9% 9% 9% 9% 6 1.1% 1.6% 1.9% Sell 0%
EFAV DM:MV 6% 9% 6% 6% 6% 7 0.9% 1.3% 1.8% Sell 0%
EEMV EM:MV 2% -3% -5% -6% -6% 8 -0.7% -0.9% -0.1% Sell 0%

5-QAR    Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 RS1 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
ITOT
USA:BMC 12% 12% 10% 12% 11% 1 1.3% 1.6% 2.3% HTD 121 5.0% 47%
AOK GL:Con 6% 9% 8% 11% 10% 2 1.1% 1.5% 1.8% HTD 164 4.5% 46%
ILF LA:LCV 0% -3% 7% 29% 18% 4 -1.5% -0.1% 0.7% Sell 0%
IPAC PAC:BMC 5% 1% -1% 4% 1% 5 -0.1% 0.2% 0.5% Sell 0%
IEUR EUR:BMC 7% 2% -4% -6% -5% 6 0.3% 0.3% 0.6% Sell 0%
SHY US:STT 1% 3% 3% 4% 4% NR 0.4% 0.6% 0.6% NR 0%

6-QTAR  Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 RS1 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
IYC
US:CS 15% 26% 21% 20% 21% 1 3.4% 4.9% 5.6% BUY 0 0%
IHI US:MD 17% 16% 25% 51% 38% 2 3.5% 5.4% 6.0% HTD 4 1.1% 10%
ITA US:A&D 18% 16% 23% 19% 21% 3 2.5% 3.3% 3.9% HTD 16 1.6% 10%
FTEC US:IT 25% 23% 15% 17% 16% 4 3.1% 5.0% 5.7% HTD 129 11.5% 8%
IYF US:Fin 12% 18% 20% 15% 17% 5 2.5% 3.4% 3.7% HTD 11 -0.5% 9%
IWP US:MCG 20% 19% 17% 22% 19% 6 2.9% 4.3% 4.8% BUY 137 9.6% 7%
IGV NA:T-S 21% 19% 16% 19% 18% 7 2.7% 4.2% 5.0% BUY 0%
IGM NA:Tec 21% 21% 13% 13% 13% 8 2.7% 4.4% 5.2% HTD 122 7.9% 9%
IVW US:LCG 15% 18% 15% 18% 16% 9 2.7% 3.9% 4.4% BUY 0%
IWF US:BMG 17% 19% 15% 17% 16% 10 2.6% 4.0% 4.6% BUY 122 6.5% 9%
IUSG US:BMG 15% 18% 15% 17% 16% 11 2.6% 3.9% 4.3% Sell 0%
IDU US:Ut 13% 15% 17% 23% 20% 12 3.0% 3.5% 3.6% Sell 0%
FDIS US:CD 14% 19% 13% 14% 13% 13 2.2% 3.9% 4.5% Sell 0%
XMMO US:MCM 21% 18% 13% 14% 13% 14 2.8% 4.1% 4.4% HTD 16 -1.2% 9%
XMLV US:LV 10% 14% 14% 12% 13% 15 2.2% 2.8% 2.9% Sell 0%
DGRO US:DG 12% 13% 13% 15% 14% 16 2.0% 3.1% 3.4% Sell 0%
IYW US:Tec 22% 18% 8% 8% 8% 17 2.1% 3.8% 4.7% Sell 0%
OEF US:LCB 13% 14% 11% 12% 11% 18 1.9% 3.1% 3.6% Sell 0%
DSI US:Soc 13% 13% 11% 14% 13% 19 1.9% 3.1% 3.6% Sell 0%
IYJ US:Ind 16% 11% 10% 11% 10% 20 1.6% 2.8% 3.2% 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- Comm-Free/WWL

For the last 5 years or so this Portfolio has applied the trend indicators "Price Oscillator(PO)" Timing strategy. The 10Yr PO Stats are currently not so good and a change is in order.
Starting now I will follow a combination of "PO's, MAC(10m) and DBE(126d)" Trend Indicators for cash allocation adjustments.

  Trends    |    PO's     PO's     MAC(10M)  MAC(10M)   DBE(126d)  DBE(126d)  |
07/26/19 | Status: LastD_Chg Status: LastD_Chg Status: Last_NH |
SP600 |
Bullish 23 BEARish 262 BEARish 230 |
SP400 |
Bullish 29 Bullish 154 Bullish 1 |
SP500EW |
Bullish 154 Bullish 157 Bullish 1 |
SP3200 |
Bullish 130 Bullish 154 Bullish 0 |
SP500 |
Bullish 147 Bullish 161 Bullish 0 |
Ca_Alloc = | 0%
Days 20% Days 20% MktD |

  Summary ( B&S Criteria )     Vested  Pos-1  Pos-2   Pos-3   Sell  Buy  Sold*  Bot   HeldD  ROI    YTD   TR1y
1- RS(3,5),RS(5,7),PO(42/210) 121% - FFNOX - - - - - 101 2.8% 5.4% -9%
2- RS(3,4),RS(4,5) 115% - AOM AOR - - - - 119 3.0% 5.4% -9%
3- RS(3,4),RS(4,5),PO(42/126) 32% - FUTY - - TLT - FUTY 29 1.0% 3.9% -2%
4- RS(4,5),RS(5,6) 101% USMV FDLO - - - - - 77 5.1% 3.9% -2%
5- RS(3,4),RS(4,5),PO(40/120) 93% ITOT AOK - - - - - 150 5.8% 8.2% 3%
6- RS(3,4),RS(4,5),PO(30/120) 82% IHI - ITA - IYC IGV IHI 68 5.9% 8.4% 1%
--- --- --- --- --- --- --- --- --- --- --- --- ---
Portfolio Totals = 93% 20 86 5.2% 8.2% -2%
BenchMark (Cash_Alloc) = 13% FFNOX VL1700 SP1500 EAFE AGG - 11 B&H - 14.9% 1%

1-QTAA      BM     %G/L    7m      5m      3m   (3,5)  (5,7)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index 126d RRS147 RRS105 RRS63 RS2 RS1 52/210 42/210 35/210 Status: HTD(61) (Pos) (Adj)
FXAIX
SP:500 14% 26% 14% 21% 18% 1 4.0% 4.5% 5.5% BUY 0%
FFNOX AA:GL 11% 20% 11% 19% 15% 2 3.0% 3.4% 4.2% HTD 101 2.8% 121%
FSPSX MSCI:EAFE 9% 18% 8% 16% 12% 3 2.3% 2.7% 3.4% HTD 0%
FUAMX BB:ITT 4% 10% 12% 15% 14% 4 3.4% 3.8% 3.9% HTD 0%
FSMAX DJ:CTSM 10% 18% 2% 12% 7% 5 0.7% 0.9% 1.7% Sell 0%

2-QTAA  Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(5)   PO(f)   Criteria   HeldD   %G/L  Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 RS1 52/210 42/210 35/210 Status: HTD(31) ROI (Adj)
AOK
GL:Con 6% 9% 8% 13% 11% 1 2.8% 3.2% 3.6% BUY 0%
AOM GL:Mod 6% 9% 8% 13% 11% 2 2.9% 3.4% 3.7% BUY 123 3.3% 38%
AOR GL:Gro 7% 9% 7% 14% 11% 3 3.0% 3.5% 4.0% BUY 120 3.3% 39%
AOA GL:Agr 8% 8% 6% 14% 10% 4 3.0% 3.5% 4.2% HTD 113 2.4% 38%
IYLD GL:Inc 3% 4% 5% 12% 9% 5 1.6% 2.0% 2.4% Sell 0%
COMT GL:Com 1% -8% -11% 4% -3% 6 -4.3% -4.3% -3.8% Sell 0%

3-QAR   Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 RS1 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
TLT
US:LTT 9% 26% 27% 29% 28% 1 2.9% 4.5% 4.8% BUY 0%
FUTY US:Ut 12% 15% 18% 20% 19% 2 2.1% 3.1% 3.6% HTD 29 1.0% 32%
QQEW GL:EW 15% 14% 10% 25% 17% 3 1.6% 2.1% 3.8% Sell 0%
FREL US:RE 9% 13% 11% 13% 12% 4 1.7% 2.3% 2.7% Sell 0%
EQAL US:EW 9% 4% -1% 9% 4% 5 0.4% 0.5% 1.4% Sell 0%
IEFA DM:BMC 5% 2% -3% 3% 0% 6 0.5% 0.5% 0.9% Sell 0%

4-QAR   Asset   %G/L    6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS126 RRS105 RRS84 RS2 RS1 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
USMV
US:MV 17% 26% 25% 26% 25% 1 3.0% 4.4% 5.3% BUY 38 3.0% 55%
FDLO US:LV 17% 24% 22% 22% 22% 2 2.6% 3.8% 4.9% BUY 116 7.8% 45%
FDMO US:Mo 15% 23% 21% 21% 21% 3 2.6% 3.6% 4.8% HTD 0%
ACWV GL:MV 11% 17% 16% 17% 16% 4 2.0% 3.0% 3.5% HTD 0%
FQAL US:Qal 12% 15% 11% 9% 10% 5 1.4% 1.9% 3.0% Sell 0%
FBND US:TB 4% 9% 9% 10% 9% 6 1.1% 1.6% 1.9% Sell 0%
EFAV DM:MV 5% 8% 6% 6% 6% 7 0.8% 1.3% 1.5% Sell 0%
EEMV EM:MV 0% -3% -4% -5% -5% 8 -0.9% -0.5% 0.0% Sell 0%

5-QAR    Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 RS1 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
ITOT
USA:BMC 13% 13% 11% 20% 15% 1 1.4% 2.0% 2.7% HTD 128 6.8% 47%
AOK GL:Con 6% 9% 8% 13% 11% 2 1.2% 1.6% 1.8% HTD 171 4.9% 46%
ILF LA:LCV -2% 1% 10% 37% 23% 3 -0.6% 0.8% 1.4% BUY 0%
IPAC PAC:BMC 4% 2% 0% 9% 4% 5 0.0% 0.5% 0.8% Sell 0%
IEUR EUR:BMC 6% 1% -6% -2% -4% 6 0.1% 0.3% 0.5% Sell 0%
SHY US:STT 1% 3% 3% 4% 4% NR 0.5% 0.6% 0.6% NR 0%

6-QTAR  Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 RS1 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
IHI
US:MD 17% 20% 32% 53% 43% 1 4.3% 5.7% 6.1% HTD 11 2.7% 11%
IYC US:CS 16% 26% 20% 27% 24% 2 3.7% 5.1% 5.5% BUY 0 0%
ITA US:A&D 15% 20% 22% 24% 23% 3 2.8% 3.6% 4.0% HTD 23 1.8% 11%
FTEC US:IT 25% 24% 17% 32% 25% 4 3.7% 5.3% 6.0% BUY 136 14.4% 9%
IGV NA:T-S 22% 20% 19% 28% 23% 5 3.0% 4.5% 5.2% BUY 0%
IWP US:MCG 19% 21% 18% 30% 24% 6 3.3% 4.4% 4.9% BUY 144 11.6% 8%
IYF US:Fin 13% 19% 18% 19% 19% 7 2.8% 3.5% 3.9% HTD 18 1.8% 11%
IGM NA:Tec 23% 21% 15% 28% 21% 8 3.2% 4.8% 5.5% BUY 129 11.1% 10%
IWF US:BMG 17% 19% 15% 26% 21% 9 3.0% 4.2% 4.7% BUY 129 8.7% 10%
IVW US:LCG 16% 18% 16% 24% 20% 10 2.9% 4.0% 4.4% BUY 0%
IUSG US:BMG 16% 18% 15% 24% 19% 11 2.9% 3.9% 4.3% Sell 0%
FDIS US:CD 14% 20% 12% 25% 19% 12 2.8% 4.2% 4.6% Sell 0%
IDU US:Ut 12% 14% 18% 19% 18% 13 2.8% 3.1% 3.0% Sell 0%
IYW US:Tec 24% 18% 11% 26% 18% 14 2.7% 4.4% 5.2% Sell 0%
XMMO US:MCM 19% 17% 12% 20% 16% 15 2.9% 3.8% 3.8% HTD 23 0.6% 11%
DGRO US:DG 13% 14% 13% 20% 17% 16 2.3% 3.1% 3.4% Sell 0%
DSI US:Soc 14% 14% 12% 23% 18% 17 2.3% 3.4% 3.8% Sell 0%
XMLV US:LV 11% 14% 12% 11% 12% 18 2.2% 2.6% 2.5% Sell 0%
OEF US:LCB 14% 14% 11% 20% 16% 19 2.2% 3.3% 3.7% Sell 0%
IYJ US:Ind 15% 13% 9% 20% 15% 20 2.0% 2.9% 3.3% 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   Last_Chg     MAC(10M)  Last_Chg     DBE(126d)  Last_NH     CountIF()    Eq-Wt
08/02/19 Status: #Days Status: #Days Status: #MktD Bullish %Bullish
SP600 |
Bullish 30 | Bullish 4 | BEARish 235 | 2 13.3%
SP400 | Bullish 36 | Bullish 161 | Bullish 1 | 3 20.0%
SP500EW | Bullish 161 | Bullish 164 | Bullish 6 | 3 20.0%
SP3200 | Bullish 137 | Bullish 161 | Bullish 5 | 3 20.0%
SP500 | Bullish 154 | Bullish 168 | Bullish 5 | 3 20.0%
--- --- --- --- --- --- --- --- ---
Eq-Wt 5 33.3% 5 33.3% 4 26.7% 14 93.3%


    Summary (Buy,HTD,Sell)     Vested  HeldD  # Held  Sell  Buy  Sold*  Bot  ROI    YTD   TR1y
1- RS(3,5),RS(5,7),PO(42/210) 113% 108 1 - - - - 1.5% 3.4% -10%
2- RS(3,4),RS(4,5) 107% 126 3 - - - - 1.4% 3.4% -10%
3- RS(3,4),RS(4,5),PO(42/126) 31% 36 1 - TLT - - 1.2% 2.3% -3%
4- RS(4,5),RS(5,6) 94% 84 2 - - - - 3.1% 2.3% -3%
5- RS(3,4),RS(4,5),PO(40/120) 93% 157 2 - - - - 4.0% 5.9% 0%
6- RS(3,4),RS(4,5),PO(30/120) 84% 75 9 - IGV IGV IHI 1.9% 2.1% -4%
Cash Allocation = 7% --- --- --- --- --- --- --- --- ---
Portfolio Totals = 90% 93 21 - - - - 2.4% 5.8% -4%
BenchMark = 0% B&H 11 - - - - - 12.5% -1%

1-QTAA      BM     %G/L    7m      5m      3m   (3,5)  (5,7)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index 126d RRS147 RRS105 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(61) (Pos) (Adj)
FXAIX
SP:500 9% 23% 15% 27% 21% 1 4.5% 5.3% 6.1% BUY 0%
FFNOX AA:GL 7% 18% 12% 24% 18% 2 3.4% 4.1% 4.7% HTD 108 1.5% 113%
FSPSX MSCI:EAFE 5% 15% 7% 19% 13% 3 2.6% 3.3% 3.7% HTD 0%
FUAMX BB:ITT 5% 10% 12% 13% 12% 4 3.4% 3.8% 3.9% HTD 0%
FSMAX DJ:CTSM 6% 14% 4% 20% 12% 5 1.2% 1.9% 2.6% Sell 0%

2-QTAA  Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(5)   PO(f)   Criteria   HeldD   %G/L  Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(31) ROI (Adj)
AOK
GL:Con 5% 9% 9% 14% 11% 1 3.0% 3.4% 3.7% BUY 0%
AOM GL:Mod 5% 9% 9% 14% 11% 2 3.1% 3.6% 3.8% HTD 130 2.6% 36%
AOR GL:Gro 5% 8% 7% 15% 11% 3 3.2% 3.8% 4.1% BUY 127 1.7% 36%
AOA GL:Agr 5% 8% 6% 17% 11% 4 3.3% 4.0% 4.3% BUY 120 0.0% 35%
IYLD GL:Inc 1% 4% 6% 14% 10% 5 1.8% 2.3% 2.6% Sell 0%
COMT GL:Com -3% -9% -11% 8% -1% 6 -3.9% -3.6% -3.1% Sell 0%

3-QAR   Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
TLT
US:LTT 13% 25% 29% 25% 27% 1 3.1% 4.4% 4.6% BUY 0%
FUTY US:Ut 10% 14% 18% 17% 17% 2 2.0% 3.0% 3.1% HTD 36 1.2% 31%
QQEW GL:EW 8% 14% 11% 34% 23% 3 1.2% 2.7% 4.0% Sell 0%
FREL US:RE 7% 12% 11% 11% 11% 4 1.6% 2.3% 2.1% Sell 0%
EUSA US:EW 6% 12% 9% 25% 17% 5 1.0% 2.2% 2.9% Sell 0%
IEFA DM:BMC 2% 0% -5% 5% 0% 6 0.1% 0.5% 0.7% Sell 0%

4-QAR   Asset   %G/L    6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS126 RRS105 RRS84 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
USMV
US:MV 13% 24% 25% 26% 25% 1 2.8% 4.5% 5.1% BUY 45 1.4% 52%
FDLO US:LV 12% 23% 22% 23% 22% 2 2.5% 4.1% 4.8% BUY 123 5.4% 42%
FDMO US:Mo 10% 21% 21% 20% 21% 3 2.3% 3.9% 4.5% HTD 0%
ACWV GL:MV 8% 16% 15% 17% 16% 4 1.9% 3.0% 3.2% HTD 0%
FQAL US:Qal 7% 13% 11% 9% 10% 5 1.1% 2.3% 3.0% Sell 0%
FBND US:TB 5% 9% 9% 10% 9% 6 1.1% 1.6% 1.8% Sell 0%
EFAV DM:MV 3% 7% 4% 5% 5% 7 0.6% 1.2% 1.3% Sell 0%
EEMV EM:MV -4% -4% -5% -5% -5% 8 -1.1% -0.3% 0.0% Sell 0%

5-QAR    Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 *RS1* 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
ITOT
USA:BMC 8% 13% 11% 26% 18% 1 1.4% 2.4% 2.8% HTD 135 3.5% 46%
AOK GL:Con 5% 9% 9% 14% 11% 2 1.2% 1.7% 1.8% HTD 178 4.4% 47%
ILF LA:LCV -9% 1% 9% 36% 23% 3 0.1% 1.1% 1.4% BUY 0%
IPAC PAC:BMC 1% 2% 0% 13% 6% 5 0.1% 0.6% 0.7% Sell 0%
IEUR EUR:BMC 1% -2% -9% 0% -5% 6 -0.2% 0.1% 0.0% Sell 0%
SHY US:STT 1% 3% 3% 3% 3% NR 0.5% 0.5% 0.5% NR 0%

6-QTAR  Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
IHI
US:MD 14% 23% 38% 56% 47% 1 4.9% 5.7% 6.1% HTD 18 1.0% 10%
ITA US:A&D 8% 22% 20% 26% 23% 2 3.0% 3.6% 3.8% HTD 30 -1.0% 10%
IYC US:CS 11% 24% 18% 31% 24% 3 4.1% 4.8% 5.4% HTD 2 -2.7% 9%
FTEC US:IT 17% 23% 18% 44% 31% 4 4.3% 5.4% 6.2% BUY 143 9.2% 8%
IWP US:MCG 12% 21% 18% 36% 27% 5 3.7% 4.4% 5.1% BUY 151 7.3% 8%
IGV NA:T-S 12% 20% 19% 34% 26% 6 3.5% 4.5% 5.3% BUY 0%
IYF US:Fin 8% 19% 17% 24% 20% 7 3.0% 3.6% 4.2% HTD 25 -1.0% 10%
IGM NA:Tec 15% 20% 15% 39% 27% 8 3.8% 5.0% 5.7% BUY 136 5.8% 9%
IWY US:LCG 11% 19% 16% 33% 24% 9 3.5% 4.3% 4.8% BUY 0%
IWF US:BMG 11% 19% 16% 33% 24% 10 3.5% 4.2% 4.8% BUY 136 5.1% 9%
IVW US:LCG 11% 18% 15% 28% 22% 11 3.2% 3.9% 4.3% Sell 0%
IUSG US:BMG 10% 17% 15% 28% 21% 12 3.2% 3.8% 4.2% Sell 0%
IYW US:Tec 16% 18% 13% 40% 26% 13 3.5% 4.7% 5.5% Sell 0%
IDU US:Ut 10% 13% 17% 16% 16% 14 2.6% 2.6% 2.7% Sell 0%
FDIS US:CD 9% 18% 11% 31% 21% 15 3.3% 4.0% 4.6% Sell 0%
DGRO US:DG 8% 15% 13% 25% 19% 16 2.6% 3.1% 3.5% Sell 0%
DSI US:Soc 9% 15% 13% 30% 21% 17 2.7% 3.4% 3.9% Sell 0%
XMMO US:MCM 13% 16% 11% 23% 17% 18 3.0% 3.3% 3.6% HTD 30 -2.7% 10%
XMLV US:LV 8% 14% 11% 13% 12% 19 2.2% 2.3% 2.6% Sell 0%
IYJ US:Ind 9% 13% 10% 26% 18% 20 2.3% 2.9% 3.2% 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- Comm-Free/WWL

 Trends        PO's    PO's      MAC(10M)  MAC(10M)     DBE(126d)  Last_NH     CountIF()    Eq-Wt     Trend
08/09/19 Status: Inter. Status: Ratio Status: #MktD Bullish %Bullish Level
SP600 |
Bullish 0.4% | Bullish -0.5% | BEARish 240 | 2 13.3%
SP400 | Bullish 0.8% | Bullish 1.8% | Bullish 6 | 3 20.0%
SP500EW | Bullish 2.2% | Bullish 2.9% | Bullish 11 | 3 20.0%
SP3200 | Bullish 5.4% | Bullish 4.2% | Bullish 10 | 3 20.0%
SP500 | Bullish 5.00 | Bullish 3.6% | Bullish 10 | 3 20.0%
--- --- --- --- --- --- --- --- ---
%Bullish 5 33.3% 5 33.3% 4 26.7% 14 93.3% Optimist

    Summary (Buy,HTD,Sell)     Vested  HeldD  # Held  Sell  Buy  Sold*  Bot  ROI    YTD   TR1y
1- RS(3,5),RS(5,7),PO(42/210) 112% 115 1 - - - - 1.0% 3.1% -12%
2- RS(3,4),RS(4,5) 107% 133 3 AOA - - - 1.1% 3.1% -12%
3- RS(3,4),RS(4,5),PO(42/126) 31% 43 1 - TLT - - 2.3% 3.5% -3%
4- RS(4,5),RS(5,6) 94% 91 2 - - - - 4.0% 3.5% -3%
5- RS(3,4),RS(4,5),PO(40/120) 93% 164 2 - - - - 3.8% 6.1% 0%
6- RS(3,4),RS(4,5),PO(30/120) 74% 87 8 IGM TLH XMMO IHI 2.7% 2.4% -5%
Cash Allocation = 7% --- --- --- --- --- --- --- --- ---
Portfolio Totals = 89% 104 20 - - - - 2.8% 6.1% -5%
BenchMark = 0% B&H 11 - - - - - 11.8% -2%

1-QTAA      BM     %G/L    7m      5m      3m   (3,5)  (5,7)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index 126d RRS147 RRS105 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(61) (Pos) (Adj)
FXAIX
SP:500 9% 19% 12% 25% 18% 1 4.7% 5.7% 6.1% BUY 0%
FFNOX AA:GL 7% 16% 9% 22% 16% 2 3.6% 4.4% 4.8% HTD 115 1.0% 112%
FUAMX BB:ITT 6% 11% 12% 13% 13% 3 3.6% 3.8% 3.9% HTD 0%
FSPSX MSCI:EAFE 4% 12% 4% 14% 9% 4 2.8% 3.4% 3.7% HTD 0%
FSMAX DJ:CTSM 4% 10% 2% 21% 12% 5 1.6% 2.4% 2.8% Sell 0%

2-QTAA  Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(5)   PO(f)   Criteria   HeldD   %G/L   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(31) ROI (Adj)
AOK
GL:Con 5% 8% 9% 13% 11% 1 3.1% 3.5% 3.6% BUY 0%
AOM GL:Mod 5% 7% 8% 12% 10% 2 3.2% 3.6% 3.7% BUY 137 2.4% 36%
AOR GL:Gro 4% 6% 6% 13% 9% 3 3.3% 3.8% 3.9% BUY 134 1.4% 36%
IYLD GL:Inc 2% 4% 6% 12% 9% 4 1.9% 2.4% 2.5% HTD 0%
AOA GL:Agr 4% 5% 4% 13% 9% 5 3.3% 3.9% 4.1% Sell 127 -0.4% 35%
COMT GL:Com -3% -12% -11% 2% -5% 6 -3.6% -3.1% -2.9% HTD 0%

3-QAR   Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
TLT
US:LTT 14% 28% 34% 28% 31% 1 3.4% 4.6% 5.0% BUY 0%
FUTY US:Ut 9% 14% 17% 11% 14% 2 2.0% 2.7% 2.6% HTD 43 2.3% 31%
FREL US:RE 8% 11% 12% 9% 11% 3 1.6% 2.2% 2.0% Sell 0%
QQEW GL:EW 7% 10% 9% 32% 21% 4 0.9% 2.7% 3.5% Sell 0%
EUSA US:EW 6% 9% 7% 22% 15% 5 0.7% 2.0% 2.5% Sell 0%
IEFA DM:BMC 2% -4% -7% 0% -4% 6 -0.2% 0.1% 0.1% Sell 0%

4-QAR   Asset   %G/L    6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS126 RRS105 RRS84 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
USMV
US:MV 13% 23% 23% 25% 24% 1 2.8% 4.3% 4.7% BUY 52 2.4% 52%
FDLO US:LV 12% 21% 20% 21% 21% 2 2.4% 3.9% 4.4% BUY 130 6.1% 42%
FDMO US:Mo 10% 19% 18% 17% 18% 3 2.1% 3.5% 3.9% HTD 0%
ACWV GL:MV 9% 15% 14% 16% 15% 4 1.8% 2.7% 2.9% HTD 0%
FQAL US:Qal 7% 11% 9% 8% 8% 5 0.9% 2.2% 2.5% Sell 0%
FBND US:TB 5% 9% 9% 10% 10% 6 1.2% 1.6% 1.8% Sell 0%
EFAV DM:MV 4% 5% 3% 4% 3% 7 0.5% 0.9% 0.9% Sell 0%
EEMV EM:MV -4% -6% -8% -6% -7% 8 -1.2% -0.4% -0.5% Sell 0%

5-QAR    Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 *RS1* 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
ITOT
USA:BMC 7% 10% 9% 23% 16% 1 1.5% 2.3% 2.5% HTD 142 3.1% 46%
AOK GL:Con 5% 8% 9% 13% 11% 2 1.3% 1.6% 1.7% HTD 185 4.5% 47%
ILF LA:LCV -5% -2% 8% 25% 16% 4 0.4% 0.8% 1.0% Sell 0%
IPAC PAC:BMC 1% -2% -2% 8% 3% 5 0.0% 0.2% 0.4% Sell 0%
IEUR EUR:BMC 2% -7% -12% -6% -9% 6 -0.4% -0.5% -0.6% Sell 0%
SHY US:STT 1% 3% 3% 3% 3% NR 0.5% 0.5% 0.5% NR 0%

6-QTAR  Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
IHI
US:MD 14% 24% 42% 53% 47% 1 5.0% 5.5% 5.7% HTD 25 1.8% 11%
TLH US:LTB 11% 21% 25% 21% 23% 2 3.4% 3.5% 3.6% BUY 0%
ITA US:A&D 8% 22% 18% 25% 21% 3 3.1% 3.4% 3.6% BUY 37 1.3% 10%
IWP US:MCG 11% 18% 17% 33% 25% 4 3.5% 4.1% 4.3% BUY 158 7.7% 8%
FTEC US:IT 14% 18% 16% 42% 29% 5 4.1% 4.9% 5.2% BUY 150 8.4% 8%
IYC US:CS 11% 20% 14% 28% 21% 6 3.8% 4.3% 4.3% HTD 9 -2.9% 9%
IYF US:Fin 8% 17% 13% 22% 17% 7 2.8% 3.4% 3.5% HTD 32 -1.4% 10%
IWF US:BMG 11% 16% 14% 31% 23% 8 3.3% 3.9% 4.0% BUY 143 5.2% 9%
IWY US:LCG 11% 16% 14% 31% 23% 9 3.3% 3.9% 4.0% BUY 0%
IGV NA:T-S 9% 15% 14% 28% 21% 10 3.2% 4.0% 4.1% BUY 0%
IGM NA:Tec 13% 16% 13% 38% 25% 11 3.6% 4.5% 4.7% Sell 143 5.0% 9%
ICF US:RE 9% 13% 15% 10% 12% 12 2.4% 2.4% 2.5% Sell 0%
IDU US:Ut 9% 12% 16% 10% 13% 13 2.3% 2.3% 2.3% Sell 0%
IVW US:LCG 10% 14% 13% 25% 19% 14 3.0% 3.4% 3.4% Sell 0%
IUSG US:BMG 10% 14% 13% 24% 19% 15 2.9% 3.3% 3.4% Sell 0%
IYW US:Tec 13% 14% 11% 42% 26% 16 3.4% 4.4% 4.7% Sell 0%
DSI US:Soc 8% 12% 11% 27% 19% 17 2.6% 3.1% 3.2% Sell 0%
DGRO US:DG 7% 12% 11% 21% 16% 18 2.4% 2.7% 2.7% Sell 0%
XMLV US:LV 7% 12% 9% 11% 10% 19 2.0% 2.1% 2.0% Sell 0%
XMMO US:MCM 11% 12% 9% 22% 15% 20 2.7% 2.8% 2.8% 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- Comm-Free/WWL

 Trends        PO's    PO's      MAC(10M)  MAC(10M)     DBE(126d)  Last_NH     CountIF()    Eq-Wt     Risk
08/16/19 Status: Inter. Status: Ratio Status: #MktD Bullish %Bullish Level
SP600 |
BEARish -1.9% | Bullish -2.3% | BEARish 244 | 1 6.7%
SP400 | BEARish -0.6% | Bullish -0.3% | Bullish 11 | 2 13.3%
SP500EW | Bullish 1.2% | Bullish 1.0% | Bullish 16 | 3 20.0%
SP3200 | Bullish 5.0% | Bullish 2.8% | Bullish 14 | 3 20.0%
SP500 | Bullish 4.31 | Bullish 3.4% | Bullish 14 | 3 20.0%
--- --- --- --- --- --- --- --- ---
%Bullish 3 20.0% 5 33.3% 4 26.7% 12 80.0% Moderate

    Summary (Buy,HTD,Sell)     Vested  HeldD  # Held  Sell  Buy  Sold*  Bot   ROI    YTD   TR1y
1- RS(3,5),RS(5,7),PO(42/210) 129% 122 1 - - - - -1.6% 2.1% -12%
2- RS(3,4),RS(4,5) 84% 143 2 - AOK AOA - 1.9% 2.1% -12%
3- RS(3,4),RS(4,5),PO(42/126) 37% 25 1 - TLT - - 3.2% 3.2% -4%
4- RS(4,5),RS(5,6) 111% 98 2 - - - - 3.7% 3.2% -4%
5- RS(3,4),RS(4,5),PO(40/120) 93% 171 2 - - - - 3.4% 5.5% -2%
6- RS(3,4),RS(4,5),PO(30/120) 76% 86 7 IYF TLH IGM - 1.4% 0.1% -7%
Cash Allocation = 20% --- --- --- --- --- --- --- --- ---
Portfolio Totals = 93% 100 18 - - - - 2.2% 4.0% -6%
BenchMark = 0% B&H 11 - - - - - 10.5% -2%

1-QTAA      BM     %G/L    7m      5m      3m   (3,5)  (5,7)  PO(s)   PO(5)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Index 126d RRS147 RRS105 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(61) (Pos) (Adj)
FXAIX
SP:500 4% 17% 9% 19% 14% 1 5.0% 5.6% 5.8% BUY 0%
FUAMX BB:ITT 7% 11% 13% 13% 13% 2 3.7% 3.9% 4.0% HTD 0%
FFNOX AA:GL 3% 13% 7% 16% 12% 3 3.8% 4.4% 4.5% HTD 122 -1.6% 129%
FSPSX MSCI:EAFE 0% 9% 1% 4% 2% 4 2.8% 3.1% 3.1% HTD 0%
FSMAX DJ:CTSM -3% 6% 1% 15% 8% 5 1.9% 2.5% 2.7% Sell 0%

2-QTAA  Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(5)   PO(f)   Criteria   HeldD   %G/L  Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 *RS1* 52/210 42/210 35/210 Status: HTD(31) ROI (Adj)
AOK
GL:Con 4% 8% 9% 11% 10% 1 3.2% 3.4% 3.4% BUY 0%
AOM GL:Mod 4% 7% 7% 9% 8% 2 3.3% 3.5% 3.4% BUY 144 2.5% 42%
AOR GL:Gro 3% 5% 5% 8% 6% 3 3.3% 3.6% 3.5% HTD 141 1.2% 42%
IYLD GL:Inc 1% 3% 5% 8% 6% 4 2.0% 2.2% 2.2% BUY 0%
AOA GL:Agr 2% 3% 2% 7% 4% 5 3.4% 3.7% 3.6% Sell 0%
COMT GL:Com -7% -15% -12% -4% -8% 6 -3.3% -2.9% -3.1% Sell 0%

3-QAR   Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
TLT
US:LTT 20% 32% 39% 36% 38% 1 3.9% 5.1% 5.7% BUY 0 0%
FUTY US:Ut 10% 14% 16% 9% 13% 2 1.9% 2.4% 2.5% HTD 50 3.2% 37%
FREL US:RE 7% 11% 13% 10% 12% 3 1.6% 2.0% 2.2% Sell 0%
QQEW GL:EW 4% 7% 8% 26% 17% 4 0.8% 2.5% 2.8% Sell 0%
EUSA US:EW 1% 6% 5% 14% 10% 5 0.7% 1.8% 1.8% Sell 0%
IEFA DM:BMC -2% -8% -10% -9% -9% 6 -0.5% -0.4% -0.8% Sell 0%

4-QAR   Asset   %G/L    6m      5m      4m   (4,5)  (5,6)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS126 RRS105 RRS84 RS2 *RS1* 63/126 42/126 31/126 Status: HTD(31) (Pos) (Adj)
USMV
US:MV 10% 22% 22% 24% 23% 1 2.9% 4.1% 4.4% BUY 59 2.0% 61%
FDLO US:LV 9% 20% 19% 20% 20% 2 2.4% 3.7% 4.0% BUY 137 5.8% 50%
FDMO US:Mo 6% 17% 15% 14% 15% 3 2.0% 3.2% 3.3% HTD 0%
ACWV GL:MV 7% 14% 13% 14% 14% 4 1.8% 2.5% 2.5% HTD 0%
FBND US:TB 5% 10% 9% 11% 10% 5 1.2% 1.7% 1.8% Sell 0%
FQAL US:Qal 3% 9% 7% 7% 7% 6 0.8% 1.9% 2.1% Sell 0%
EFAV DM:MV 2% 3% 2% 3% 2% 7 0.5% 0.6% 0.4% Sell 0%
EEMV EM:MV -4% -8% -10% -7% -8% 8 -1.1% -0.7% -1.2% Sell 0%

5-QAR    Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(3)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 *RS1* 50/120 40/120 30/120 Status: HTD(31) (Pos) (N)
AOK
GL:Con 4% 8% 9% 11% 10% 1 1.3% 1.5% 1.5% HTD 192 4.8% 47%
ITOT USA:BMC 3% 8% 7% 17% 12% 2 1.7% 2.0% 2.2% BUY 149 1.9% 46%
ILF LA:LCV -12% -4% 3% -1% 1% 4 0.4% 0.4% 0.1% Sell 0%
IPAC PAC:BMC -2% -5% -4% -1% -3% 5 0.0% 0.0% 0.0% Sell 0%
IEUR EUR:BMC -2% -10% -15% -14% -15% 6 -0.7% -1.0% -1.2% Sell 0%
SHY US:STT 2% 3% 3% 2% 3% NR 0.5% 0.5% 0.5% NR 0%

6-QTAR  Asset   %G/L    5m      4m     3m   (3,4)  (4,5)  PO(s)   PO(4)   PO(f)   Criteria   HeldD    ROI   Vested
Symbol Geo:CL 126d RRS105 RRS84 RRS63 RS2 *RS1* 40/120 30/120 24/120 Status: HTD(31) (Pos) (Adj)
IHI
US:MD 9% 26% 42% 44% 43% 1 4.9% 5.2% 5.4% BUY 32 1.1% 12%
TLH US:LTB 13% 23% 28% 25% 27% 2 3.6% 3.9% 4.4% BUY 0%
ITA US:A&D 2% 20% 15% 19% 17% 3 3.1% 3.2% 3.2% BUY 44 -0.2% 12%
IWP US:MCG 7% 15% 16% 25% 21% 4 3.2% 3.5% 3.3% BUY 165 6.6% 9%
FTEC US:IT 11% 15% 15% 35% 25% 5 3.7% 4.2% 4.0% BUY 157 7.9% 9%
ICF US:RE 9% 14% 16% 10% 13% 6 2.1% 2.4% 2.2% HTD 0%
IDU US:Ut 9% 13% 15% 8% 12% 7 2.1% 2.1% 1.9% HTD 0%
IWF US:BMG 7% 13% 14% 26% 20% 8 3.0% 3.3% 3.1% BUY 150 4.4% 11%
IYR US:RE 8% 12% 15% 12% 14% 9 1.9% 2.3% 2.1% HTD 0%
IWY US:LCG 8% 13% 13% 25% 19% 10 3.1% 3.3% 3.0% BUY 0%
IYC US:CS 7% 15% 10% 20% 15% 11 3.3% 3.4% 2.9% HTD 16 -4.2% 10%
IYF US:Fin 4% 15% 10% 14% 12% 12 2.5% 2.8% 2.5% Sell 39 -2.8% 12%
IGM NA:Tec 9% 12% 11% 31% 21% 13 3.3% 3.7% 3.4% Sell 0%
IVW US:LCG 7% 12% 11% 18% 15% 14 2.6% 2.7% 2.4% Sell 0%
IUSG US:BMG 6% 12% 11% 18% 14% 15 2.6% 2.7% 2.4% Sell 0%
IYW US:Tec 10% 11% 11% 37% 24% 16 3.2% 3.7% 3.6% Sell 0%
IGV NA:T-S 4% 11% 10% 19% 14% 17 2.9% 3.1% 2.4% Sell 0%
DGRO US:DG 3% 10% 9% 14% 11% 18 2.1% 2.1% 1.9% Sell 0%
XMLV US:LV 5% 10% 7% 8% 7% 19 1.7% 1.8% 1.5% Sell 0%
XMMO US:MCM 7% 9% 7% 14% 11% 20 2.1% 2.1% 1.8% 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- Comm-Free/WWL

 Trends        PO's    PO's      MAC(10M)  MAC(10M)     DBE(126d)  Last_NH     CountIF()    Eq-Wt     Risk
08/23/19 Status: Inter. Status: Ratio Status: #MktD Bullish %Bullish Level
SP600 |
BEARish -2.1% | Bullish -3.0% | BEARish 249 | 1 6.7%
SP400 | BEARish -1.6% | Bullish -0.9% | Bullish 16 | 2 13.3%
SP500EW | Bullish 0.3% | Bullish 0.5% | Bullish 21 | 3 20.0%
SP3200 | Bullish 4.4% | Bullish 2.3% | Bullish 19 | 3 20.0%
SP500 | Bullish 3.38 | Bullish 2.8% | Bullish 19 | 3 20.0%
--- --- --- --- --- --- --- --- ---
%Bullish 3 20.0% 5 33.3% 4 26.7% 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) 131% 129 1 - - - - 0.4% 1.8% -14%
2- RS(3,4),RS(4,5) 83% 150 2 - AOK AOA - 1.3% 1.8% -14%
3- RS(3,4),RS(4,5),PO(42/126) 37% 29 1 - TLT - - 3.2% 2.3% -5%
4- RS(4,5),RS(5,6) 109% 105 2 - - - - 2.6% 2.3% -5%
5- RS(3,4),RS(4,5),PO(40/120) 93% 178 2 - - - - 2.5% 4.5% -3%
6- RS(3,4),RS(4,5),PO(30/120) 63% 101 6 - TLH IYF - 1.5% -0.4% -9%
Cash Allocation = 20% --- --- --- --- --- --- --- --- ---
Portfolio Totals = 91% 110 17 - - - - 2.0% 3.5% -8%
BenchMark = 0% B&H 11 - - - - - 10.0% -4%

1-QTAA      BM     252d    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)
FXAIX
SP:500 2% 20% 10% 14% 12% 1 5.2% 5.4% 5.5% HTD 0%
FUAMX BB:ITT 8% 11% 13% 13% 13% 2 3.8% 3.9% 4.1% BUY 0%
FFNOX AA:GL -1% 15% 8% 10% 9% 3 4.0% 4.2% 4.2% HTD 129 0.4% 131%
FSPSX MSCI:EAFE -6% 12% 2% -4% -1% 4 2.8% 2.8% 2.4% HTD 0%
FSMAX DJ:CTSM -11% 12% 0% 10% 5% 5 2.2% 2.4% 2.5% Sell 0%

2-QTAA  Asset   252d    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 3% 7% 9% 8% 9% 1 3.2% 3.3% 3.3% BUY 0%
AOM GL:Mod 2% 6% 7% 6% 7% 2 3.3% 3.3% 3.2% BUY 151 2.2% 42%
AOR GL:Gro -1% 4% 5% 3% 4% 3 3.3% 3.3% 3.1% HTD 148 0.5% 42%
IYLD GL:Inc -1% 3% 5% 4% 4% 4 2.0% 2.0% 1.9% BUY 0%
AOA GL:Agr -3% 1% 2% 1% 1% 5 3.3% 3.3% 3.0% Sell 0%
COMT GL:Com -20% -16% -11% -10% -10% 6 -2.9% -3.0% -3.4% Sell 0%

3-QAR   Asset   252d    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 20% 36% 42% 41% 42% 1 4.3% 5.5% 6.5% BUY 0 0%
FUTY US:Ut 14% 16% 16% 11% 14% 2 1.9% 2.3% 2.4% HTD 57 3.2% 37%
FREL US:RE 8% 12% 14% 12% 13% 3 1.7% 1.9% 2.1% Sell 0%
QQEW GL:EW 2% 5% 9% 18% 14% 4 0.9% 2.3% 2.1% Sell 0%
EUSA US:EW -4% 3% 5% 6% 5% 5 0.7% 1.4% 1.1% Sell 0%
IEFA DM:BMC -9% -10% -11% -15% -13% 6 -0.6% -0.8% -1.5% Sell 0%

4-QAR   Asset   252d    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 11% 22% 22% 23% 22% 1 2.9% 3.9% 4.1% BUY 66 1.2% 60%
FDLO US:LV 8% 19% 18% 20% 19% 2 2.4% 3.5% 3.6% BUY 144 4.4% 49%
FDMO US:Mo 1% 15% 13% 12% 13% 3 2.0% 2.8% 2.6% HTD 0%
ACWV GL:MV 7% 13% 12% 13% 13% 4 1.8% 2.3% 2.2% HTD 0%
FBND US:TB 6% 10% 10% 12% 11% 5 1.3% 1.7% 1.9% Sell 0%
FQAL US:Qal -1% 8% 5% 8% 6% 6 0.8% 1.7% 1.6% Sell 0%
EFAV DM:MV -1% 2% 1% 1% 1% 7 0.5% 0.4% 0.1% Sell 0%
EEMV EM:MV -5% -9% -11% -7% -9% 8 -0.9% -1.0% -1.6% Sell 0%

5-QAR    Asset   252d    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 3% 7% 9% 8% 9% 1 1.3% 1.4% 1.4% HTD 199 4.5% 47%
ITOT USA:BMC -2% 6% 7% 11% 9% 2 1.6% 1.8% 1.7% BUY 156 0.5% 46%
IPAC PAC:BMC -8% -7% -5% -8% -7% 4 -0.2% -0.2% -0.6% Sell 0%
ILF LA:LCV -4% -9% -4% -29% -16% 5 -0.1% -0.6% -1.2% Sell 0%
IEUR EUR:BMC -9% -14% -16% -20% -18% 6 -1.1% -1.5% -2.0% Sell 0%
SHY US:STT 2% 3% 3% 2% 3% NR 0.5% 0.5% 0.5% NR 0%

6-QTAR  Asset   252d    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)
IHI
US:MD 13% 29% 39% 35% 37% 1 4.9% 5.1% 5.2% BUY 39 -0.3% 12%
TLH US:LTB 15% 26% 30% 27% 29% 2 3.7% 4.4% 5.2% BUY 0%
ITA US:A&D 4% 18% 16% 17% 16% 3 3.1% 3.2% 3.1% BUY 51 0.9% 12%
FTEC US:IT 5% 13% 18% 27% 23% 4 3.5% 3.5% 3.0% BUY 164 6.5% 9%
ICF US:RE 15% 14% 15% 12% 14% 5 2.2% 2.3% 2.5% HTD 0%
IDU US:Ut 14% 15% 15% 11% 13% 6 2.1% 2.0% 2.0% HTD 0%
IWP US:MCG 5% 13% 16% 18% 17% 7 3.0% 2.9% 2.5% BUY 172 5.3% 9%
IYR US:RE 11% 13% 15% 14% 15% 8 2.0% 2.2% 2.5% HTD 0%
IWF US:BMG 3% 12% 15% 21% 18% 9 2.9% 2.7% 2.4% BUY 157 3.2% 11%
IWY US:LCG 3% 12% 14% 21% 17% 10 2.8% 2.7% 2.3% BUY 0%
IYW US:Tec 3% 9% 15% 31% 23% 11 3.0% 3.1% 2.7% Sell 0%
IGM NA:Tec 4% 10% 14% 24% 19% 12 3.0% 2.9% 2.4% Sell 0%
SOXX US:SC 7% 6% 17% 52% 35% 13 3.4% 4.0% 3.9% Sell 0%
IYC US:CS 3% 12% 10% 13% 11% 14 2.9% 2.4% 1.7% HTD 23 -4.5% 10%
IVW US:LCG 2% 10% 11% 13% 12% 15 2.4% 2.1% 1.7% Sell 0%
IUSG US:BMG 1% 10% 11% 13% 12% 16 2.3% 2.0% 1.6% Sell 0%
IGV NA:T-S 10% 9% 8% 12% 10% 17 2.6% 2.0% 1.2% Sell 0%
DGRO US:DG 1% 8% 8% 9% 8% 18 1.9% 1.6% 1.2% Sell 0%
XMLV US:LV 4% 8% 6% 6% 6% 19 1.6% 1.4% 1.3% Sell 0%
XMMO US:MCM 8% 6% 7% 8% 7% 20 1.9% 1.5% 1.1% 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- Comm-Free/WWL

 Trends        PO's    PO's      MAC(10M)  MAC(10M)     DBE(126d)  Last_NH     CountIF    Eq-Wt     Risk
08/30/19 Status: Inter. Status: Ratio Status: #MktD Bullish %Bullish Level
SP600 |
BEARish -2.1% | BEARish -1.5% | BEARish 254 | 0 0.0%
SP400 | BEARish -2.0% | Bullish 0.6% | Bullish 21 | 2 13.3%
SP500EW | Bullish -0.7% | Bullish 2.3% | Bullish 26 | 3 20.0%
SP3200 | Bullish 3.6% | Bullish 4.0% | Bullish 24 | 3 20.0%
SP500 | Bullish 3.23 | Bullish 3.8% | Bullish 24 | 3 20.0%
--- --- --- --- --- --- --- --- ---
%Bullish 3 20.0% 4 26.7% 4 26.7% 11 73.3% 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) 143% 136 1 - - - - 0.5% 3.3% -15%
2- RS(3,4),RS(4,5) 92% 157 2 - AOK AOA - 2.8% 3.3% -15%
3- RS(3,4),RS(4,5),PO(42/126) 41% 32 1 - TLT - - 5.2% 4.8% -4%
4- RS(4,5),RS(5,6) 121% 112 2 - - - - 4.9% 4.8% -4%
5- RS(3,4),RS(4,5),PO(40/120) 94% 185 2 - - - - 4.3% 6.3% -1%
6- RS(3,4),RS(4,5),PO(30/120) 71% 108 6 - TLH IYF - 4.4% 2.8% -8%
Cash Allocation 27% --- --- --- --- --- --- --- --- ---
Portfolio Totals = 95% 117 17 - - - - 4.2% 5.3% -7%
BenchMark = 0% B&H 11 - - - - - 11.8% -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)
FXAIX
SP:500 0% 19% 9% 2% 6% 1 5.0% 5.1% 4.8% HTD 0%
FUAMX BB:ITT 9% 11% 14% 14% 14% 2 3.8% 4.0% 4.2% BUY 0%
FFNOX AA:GL -2% 15% 7% 1% 4% 3 3.9% 3.9% 3.7% HTD 136 0.5% 143%
FSPSX MSCI:EAFE -7% 11% 0% -15% -7% 4 2.5% 2.2% 1.7% HTD 0%
FSMAX DJ:CTSM -13% 12% -1% -3% -2% 5 2.1% 2.2% 1.9% 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 4% 8% 10% 6% 8% 1 3.2% 3.2% 3.2% BUY 0%
AOM GL:Mod 3% 6% 8% 2% 5% 2 3.2% 3.1% 3.1% BUY 158 3.3% 46%
AOR GL:Gro 0% 3% 5% -3% 1% 3 3.2% 3.0% 2.8% HTD 155 2.2% 46%
IYLD GL:Inc 0% 2% 5% -2% 1% 4 1.9% 1.8% 1.6% BUY 0%
AOA GL:Agr -2% -1% 2% -8% -3% 5 3.1% 2.8% 2.5% Sell 0%
COMT GL:Com -20% -18% -12% -18% -15% 6 -2.7% -3.2% -3.8% 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% 41% 46% 51% 48% 1 4.4% 6.0% 7.6% BUY 0 0%
FUTY US:Ut 16% 17% 17% 10% 14% 2 2.1% 2.4% 2.4% BUY 64 5.2% 41%
FREL US:RE 9% 13% 14% 11% 13% 3 1.8% 2.2% 2.3% Sell 0%
QQEW GL:EW 3% 3% 11% 3% 7% 4 1.2% 1.9% 1.2% Sell 0%
EUSA US:EW -2% 0% 4% -7% -2% 5 0.9% 1.1% 0.3% Sell 0%
IEFA DM:BMC -8% -12% -11% -22% -17% 6 -0.6% -1.2% -2.1% 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 12% 22% 21% 23% 22% 1 3.0% 3.8% 3.7% BUY 73 3.2% 67%
FDLO US:LV 9% 18% 17% 20% 19% 2 2.6% 3.3% 3.1% BUY 151 7.0% 54%
FDMO US:Mo 1% 14% 11% 12% 12% 3 2.1% 2.5% 1.8% HTD 0%
ACWV GL:MV 7% 13% 12% 13% 13% 4 1.9% 2.1% 1.9% HTD 0%
FBND US:TB 6% 10% 11% 12% 12% 5 1.3% 1.7% 2.0% Sell 0%
FQAL US:Qal 0% 7% 4% 9% 6% 6 1.1% 1.5% 1.0% Sell 0%
EFAV DM:MV -1% 2% 1% 1% 1% 7 0.5% 0.2% -0.2% Sell 0%
EEMV EM:MV -5% -10% -11% -5% -8% 8 -0.8% -1.3% -2.2% 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 4% 8% 10% 6% 8% 1 1.2% 1.2% 1.3% BUY 206 5.5% 47%
ITOT USA:BMC -1% 4% 8% -1% 4% 2 1.3% 1.3% 1.0% HTD 163 3.1% 46%
IPAC PAC:BMC -7% -8% -5% -16% -10% 4 -0.4% -0.8% -1.2% Sell 0%
ILF LA:LCV 0% -15% -12% -51% -32% 5 -0.7% -1.7% -3.0% Sell 0%
IEUR EUR:BMC -9% -16% -16% -27% -22% 6 -1.4% -2.1% -2.6% Sell 0%
SHY US:STT 2% 4% 3% 2% 3% NR 0.4% 0.5% 0.5% 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)
IHI
US:MD 14% 32% 38% 23% 30% 1 4.6% 4.9% 4.7% BUY 46 3.2% 14%
TLH US:LTB 16% 29% 31% 33% 32% 2 4.0% 5.1% 6.1% BUY 0%
ITA US:A&D 6% 17% 18% 13% 16% 3 3.0% 3.1% 2.8% BUY 58 3.9% 14%
IDU US:Ut 16% 16% 16% 10% 13% 4 2.1% 2.1% 2.5% HTD 0%
ICF US:RE 15% 16% 16% 12% 14% 5 2.3% 2.4% 3.0% BUY 0%
FTEC US:IT 4% 11% 20% 12% 16% 6 2.9% 2.5% 1.5% BUY 171 9.4% 10%
IYR US:RE 11% 14% 16% 13% 15% 7 2.1% 2.4% 2.9% BUY 0%
SOXX US:SC 7% 3% 26% 33% 30% 8 3.0% 3.2% 1.7% BUY 0%
IWP US:MCG 5% 11% 16% 6% 11% 9 2.5% 2.1% 1.4% HTD 179 7.7% 10%
IWF US:BMG 3% 10% 16% 10% 13% 10 2.4% 2.0% 1.4% BUY 164 5.8% 12%
IWY US:LCG 2% 10% 16% 10% 13% 11 2.4% 2.0% 1.4% Sell 0%
IYW US:Tec 3% 7% 18% 16% 17% 12 2.5% 2.2% 1.2% Sell 0%
IGM NA:Tec 3% 8% 16% 10% 13% 13 2.5% 1.9% 0.9% Sell 0%
IYC US:CS 4% 9% 11% 1% 6% 14 2.3% 1.4% 0.7% HTD 30 -1.7% 12%
IVW US:LCG 2% 8% 11% 3% 7% 15 1.9% 1.4% 0.8% Sell 0%
IUSG US:BMG 1% 8% 11% 2% 7% 16 1.9% 1.3% 0.7% Sell 0%
IGV NA:T-S 6% 6% 8% -1% 4% 17 1.9% 0.8% -0.3% Sell 0%
DGRO US:DG 3% 6% 8% -1% 3% 18 1.4% 1.0% 0.3% Sell 0%
XMLV US:LV 6% 7% 6% 0% 3% 19 1.3% 1.1% 0.9% Sell 0%
XMMO US:MCM 7% 4% 7% -5% 1% 20 1.3% 0.7% 0.2% 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- Comm-Free/WWL

 Trends        PO's   PO's      MAC(10M)  MAC(10M)     DBE(126d)  Last_NH     CountIF    Eq-Wt     Risk
09/06/19 Status: Inter Status: Ratio Status: #MktD Bullish %Bullish Level
SP600 |
BEARish -2.3% | BEARish 0.0% | BEARish 259 | 0 0.0%
SP400 | BEARish -1.6% | Bullish 2.4% | Bullish 26 | 2 13.3%
SP500EW | BEARish -1.2% | Bullish 4.3% | Bullish 30 | 2 13.3%
SP3200 | Bullish 1.8% | Bullish 4.3% | Bullish 30 | 3 20.0%
SP500 | Bullish 3.53 | Bullish 5.3% | Bullish 29 | 3 20.0%
--- --- --- --- --- --- --- --- ---
%Bullish 2 13.3% 4 26.7% 4 26.7% 10 66.7% 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) 159% 143 1 - - - - 2.1% 4.3% -13%
2- RS(3,4),RS(4,5) 102% 164 2 - AOK AOA - 3.6% 4.3% -13%
3- RS(3,4),RS(4,5),PO(42/126) 45% 71 1 - TLT - - 5.6% 6.1% -5%
4- RS(4,5),RS(5,6) 135% 119 2 - - - - 6.4% 6.1% -5%
5- RS(3,4),RS(4,5),PO(40/120) 94% 192 2 - - - - 5.4% 7.5% 1%
6- RS(3,4),RS(4,5),PO(30/120) 76% 94 6 IWP ILTB IYC ITB 6.5% 4.3% -5%
Cash Allocation 33% --- --- --- --- --- --- --- --- ---
Portfolio Totals = 99% 121 17 - - - - 5.6% 6.3% -6%
BenchMark = 0% B&H 11 - - - - - 13.4% -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)
FXAIX
SP:500 2% 20% 8% -4% 2% 1 4.9% 4.8% 4.4% HTD 0%
FUAMX BB:ITT 9% 11% 14% 16% 15% 2 3.9% 4.1% 4.4% BUY 0%
FFNOX AA:GL 0% 15% 6% -4% 1% 3 3.8% 3.7% 3.4% HTD 143 2.1% 159%
FSMAX DJ:CTSM -12% 12% -2% -10% -6% 4 2.0% 1.9% 1.5% HTD 0%
FSPSX MSCI:EAFE -3% 11% -1% -19% -10% 5 2.3% 1.8% 1.2% 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% 10% 5% 7% 1 3.1% 3.2% 3.2% BUY 0%
AOM GL:Mod 4% 7% 8% 1% 5% 2 3.1% 3.0% 3.0% BUY 165 4.0% 51%
AOR GL:Gro 3% 3% 6% -5% 1% 3 3.0% 2.8% 2.6% BUY 162 3.2% 51%
IYLD GL:Inc 2% 2% 4% -4% 0% 4 1.8% 1.6% 1.5% HTD 0%
AOA GL:Agr 1% 0% 3% -10% -3% 5 2.9% 2.6% 2.2% Sell 0%
COMT GL:Com -17% -17% -12% -24% -18% 6 -2.6% -3.3% -4.0% 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% 44% 47% 55% 51% 1 4.5% 6.3% 8.4% BUY 0%
FUTY US:Ut 15% 19% 18% 15% 16% 2 2.1% 2.5% 2.8% BUY 71 5.6% 45%
FREL US:RE 11% 16% 16% 15% 16% 3 1.8% 2.2% 2.7% Sell 0%
QQEW GL:EW 8% 4% 13% -4% 5% 4 1.3% 1.5% 0.6% Sell 0%
EUSA US:EW 0% 0% 5% -11% -3% 5 0.9% 0.7% -0.2% Sell 0%
IEFA DM:BMC -3% -12% -10% -22% -16% 6 -0.7% -1.5% -2.5% 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)
USMV
US:MV 14% 21% 22% 22% 22% 1 3.0% 3.6% 3.6% BUY 80 4.8% 74%
FDLO US:LV 11% 18% 18% 20% 19% 2 2.6% 3.1% 2.9% BUY 158 8.5% 60%
ACWV GL:MV 9% 13% 13% 13% 13% 3 1.8% 2.0% 1.9% HTD 0%
FDMO US:Mo 3% 13% 11% 12% 11% 4 2.1% 2.1% 1.4% HTD 0%
FBND US:TB 6% 10% 11% 12% 12% 5 1.3% 1.7% 2.1% Sell 0%
FQAL US:Qal 2% 6% 4% 10% 7% 6 1.1% 1.2% 0.7% Sell 0%
EFAV DM:MV 2% 1% 1% 1% 1% 7 0.4% 0.1% -0.3% Sell 0%
EEMV EM:MV -1% -10% -10% -4% -7% 8 -0.8% -1.5% -2.5% 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% 10% 5% 7% 1 1.2% 1.2% 1.2% BUY 213 5.8% 47%
ITOT USA:BMC 1% 4% 9% -4% 2% 2 1.3% 1.0% 0.7% HTD 170 4.9% 47%
IPAC PAC:BMC -3% -7% -4% -17% -11% 4 -0.5% -1.0% -1.4% Sell 0%
IEUR EUR:BMC -4% -16% -15% -27% -21% 5 -1.6% -2.3% -2.8% Sell 0%
ILF LA:LCV 9% -15% -16% -58% -37% 6 -1.1% -2.5% -3.9% Sell 0%
SHY US:STT 2% 4% 3% 3% 3% NR 0.4% 0.5% 0.5% 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)
ILTB
GL:IBD 18% 36% 40% 42% 41% 1 5.2% 6.6% 7.7% BUY 0%
IHI US:MD 16% 34% 38% 17% 28% 2 4.6% 4.7% 4.5% BUY 53 4.3% 15%
TLH US:LTB 16% 30% 32% 35% 33% 3 4.3% 5.5% 6.6% BUY 0%
SOXX US:SC 12% 6% 36% 28% 32% 4 3.1% 2.4% 1.4% BUY 0%
ITA US:A&D 8% 18% 21% 16% 18% 5 3.0% 2.9% 3.1% BUY 65 5.1% 15%
ITB US:HC 8% 16% 21% 24% 23% 6 3.3% 3.9% 4.4% HTD 3 1.9% 10%
FSTA US:CSt 12% 17% 18% 13% 16% 7 2.8% 2.8% 2.8% BUY 0%
ICF US:RE 17% 18% 17% 16% 17% 8 2.3% 2.9% 3.5% BUY 0 0%
IDU US:Ut 15% 18% 17% 14% 15% 9 2.3% 2.6% 3.1% BUY 0%
FTEC US:IT 8% 11% 23% 5% 14% 10 2.6% 1.9% 1.1% HTD 178 12.0% 12%
IYR US:RE 13% 16% 17% 17% 17% 11 2.2% 2.8% 3.3% Sell 0%
IYW US:Tec 7% 7% 22% 8% 15% 12 2.3% 1.5% 0.7% Sell 0%
IWY US:LCG 5% 11% 18% 4% 11% 13 2.2% 1.6% 1.2% Sell 0%
IWF US:BMG 6% 11% 18% 4% 11% 14 2.2% 1.6% 1.2% Sell 171 7.6% 13%
IWP US:MCG 7% 11% 17% 1% 9% 15 2.2% 1.5% 1.0% Sell 186 9.3% 11%
IYC US:CS 7% 8% 13% -3% 5% 16 1.9% 1.0% 0.5% Sell 0%
DGRO US:DG 5% 6% 9% -3% 3% 17 1.3% 0.7% 0.2% Sell 0%
XMLV US:LV 7% 7% 7% 0% 3% 18 1.2% 1.1% 0.9% Sell 0%
IGV NA:T-S 11% 5% 8% -8% 0% 19 1.3% 0.1% -0.8% Sell 0%
XMMO US:MCM 8% 3% 8% -9% -1% 20 0.9% 0.3% -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- Comm-Free/WWL

 Trends        PO's   PO's      MAC(10M)  MAC(10M)     DBE(126d)  Last_NH     CountIF    Eq-Wt     Risk
09/13/19 Status: Inter Status: Ratio Status: #MktD Bullish %Bullish Level
SP600 |
Bullish 0.8% | Bullish 5.1% | BEARish 264 | 2 13.3%
SP400 | BEARish -0.7% | Bullish 5.2% | Bullish 30 | 2 13.3%
SP500EW | BEARish -0.6% | Bullish 6.4% | Bullish 0 | 2 13.3%
SP3200 | Bullish 2.4% | Bullish 6.8% | Bullish 34 | 3 20.0%
SP500 | Bullish 4.44 | Bullish 6.6% | Bullish 0 | 3 20.0%
--- --- --- --- --- --- --- --- ---
%Bullish 3 20.0% 5 33.3% 4 26.7% 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) 134% 150 1 - - - - 3.2% 4.6% -14%
2- RS(3,4),RS(4,5) 85% 171 2 - AOK - - 3.7% 4.6% -14%
3- RS(3,4),RS(4,5),PO(42/126) 37% 78 1 - TLT - - 5.9% 5.2% -6%
4- RS(4,5),RS(5,6) 111% 126 2 - - - - 5.3% 5.2% -6%
5- RS(3,4),RS(4,5),PO(40/120) 94% 199 2 - - - - 5.7% 7.9% 0%
6- RS(3,4),RS(4,5),PO(30/120) 53% 104 5 IWP REZ IWF ITB 6.4% 4.3% -6%
Cash Allocation 20% --- --- --- --- --- --- --- --- ---
Portfolio Totals = 90% 134 16 - - - - 5.5% 6.2% -7%
BenchMark = 0% B&H 11 - - - - - 15.2% 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)
FXAIX
SP:500 4% 20% 8% -4% 2% 1 4.9% 4.6% 4.3% HTD 0%
FUAMX BB:ITT 8% 11% 14% 15% 14% 2 3.8% 4.1% 4.4% BUY 0%
FFNOX AA:GL 2% 15% 6% -4% 1% 3 3.8% 3.5% 3.2% HTD 150 3.2% 134%
FSMAX DJ:CTSM -9% 13% -1% -11% -6% 4 2.2% 1.8% 1.3% HTD 0%
FSPSX MSCI:EAFE 0% 11% -1% -18% -9% 5 2.2% 1.6% 1.0% 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 4% 8% 9% 4% 6% 1 3.0% 3.1% 3.1% BUY 0%
AOM GL:Mod 4% 7% 8% 1% 4% 2 3.0% 3.0% 2.9% BUY 172 3.7% 42%
AOR GL:Gro 3% 4% 6% -4% 1% 3 2.9% 2.7% 2.5% BUY 169 3.6% 43%
IYLD GL:Inc 1% 3% 3% -6% -1% 4 1.6% 1.5% 1.3% HTD 0%
AOA GL:Agr 2% 1% 4% -9% -3% 5 2.8% 2.4% 2.1% Sell 0%
COMT GL:Com -17% -14% -11% -26% -19% 6 -2.5% -3.4% -4.0% 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 15% 43% 43% 51% 47% 1 4.5% 6.5% 8.8% BUY 0%
FUTY US:Ut 16% 20% 17% 18% 18% 2 2.2% 2.6% 3.3% HTD 78 5.9% 37%
FREL US:RE 9% 17% 17% 19% 18% 3 1.8% 2.3% 3.1% Sell 0%
QQEW GL:EW 9% 6% 15% -5% 5% 4 1.4% 1.2% 0.1% Sell 0%
EUSA US:EW 3% 3% 6% -9% -1% 5 0.9% 0.5% -0.4% Sell 0%
IEFA DM:BMC -1% -10% -8% -16% -12% 6 -0.8% -1.6% -2.5% 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)
USMV
US:MV 12% 21% 22% 20% 21% 1 2.9% 3.3% 3.3% BUY 87 3.4% 61%
FDLO US:LV 10% 18% 18% 18% 18% 2 2.5% 2.8% 2.6% BUY 165 7.7% 50%
ACWV GL:MV 8% 12% 13% 11% 12% 3 1.7% 1.8% 1.8% HTD 0%
FDMO US:Mo 1% 12% 9% 8% 9% 4 1.9% 1.5% 0.8% HTD 0%
FBND US:TB 5% 10% 11% 11% 11% 5 1.3% 1.7% 2.0% Sell 0%
FQAL US:Qal 2% 6% 5% 10% 8% 6 1.1% 1.0% 0.3% Sell 0%
EFAV DM:MV 2% 1% 2% 0% 1% 7 0.3% 0.0% -0.3% Sell 0%
EEMV EM:MV 1% -10% -8% -4% -6% 8 -0.7% -1.6% -2.6% 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)
AOK
GL:Con 4% 8% 9% 4% 6% 1 1.1% 1.2% 1.2% BUY 220 5.2% 47%
ITOT USA:BMC 2% 5% 10% -4% 3% 2 1.2% 0.8% 0.4% HTD 177 6.1% 47%
IPAC PAC:BMC 1% -5% -3% -12% -7% 4 -0.5% -1.1% -1.5% Sell 0%
IEUR EUR:BMC -2% -14% -13% -20% -16% 5 -1.7% -2.4% -2.9% Sell 0%
ILF LA:LCV 9% -14% -19% -57% -38% 6 -1.4% -3.3% -4.6% Sell 0%
SHY US:STT 2% 3% 2% 2% 2% NR 0.4% 0.4% 0.5% 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)
IHI
US:MD 13% 36% 34% 13% 24% 1 4.6% 4.4% 4.7% BUY 60 3.0% 12%
REZ US:RRE 19% 33% 29% 33% 31% 2 4.4% 5.7% 6.5% BUY 0%
SOXX US:SC 19% 12% 46% 30% 38% 3 3.3% 2.2% 2.9% BUY 0%
TLH US:LTB 12% 29% 28% 31% 30% 4 4.4% 5.7% 6.1% BUY 0%
ICLN GL:CE 29% 26% 28% 15% 22% 5 3.8% 4.1% 4.5% BUY 0%
ITB US:HC 11% 19% 27% 35% 31% 6 3.4% 4.4% 5.1% HTD 10 4.2% 9%
ITA US:A&D 8% 18% 22% 17% 20% 7 3.0% 3.1% 3.7% BUY 72 6.6% 13%
FSTA US:CSt 10% 17% 19% 15% 17% 8 2.7% 2.7% 3.3% HTD 0%
IYR US:RE 11% 18% 17% 19% 18% 9 2.3% 3.1% 3.6% BUY 0%
IDU US:Ut 15% 19% 17% 17% 17% 10 2.4% 3.1% 3.7% BUY 0%
ICF US:RE 14% 19% 16% 18% 17% 11 2.3% 3.2% 3.7% Sell 0%
FTEC US:IT 8% 12% 22% 3% 12% 12 2.2% 1.3% 1.6% Sell 185 11.5% 10%
IYW US:Tec 8% 9% 23% 4% 14% 13 2.0% 1.0% 1.2% Sell 0%
IWY US:LCG 5% 12% 18% 2% 10% 14 1.8% 1.3% 1.6% Sell 0%
IWP US:MCG 5% 11% 14% -3% 6% 15 1.6% 0.9% 1.0% Sell 193 7.8% 9%
IYC US:CS 7% 9% 14% -3% 5% 16 1.4% 0.7% 1.0% Sell 0%
XMLV US:LV 7% 7% 7% 2% 4% 17 1.0% 0.9% 1.1% Sell 0%
FCOM US:Com 9% 2% 9% -2% 4% 18 0.7% 0.0% 0.0% Sell 0%
XMMO US:MCM 6% 3% 5% -11% -3% 19 0.4% -0.2% -0.2% Sell 0%
IGV NA:T-S 5% 4% 5% -17% -6% 20 0.5% -0.8% -0.8% 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- Comm-Free/WWL

  Trends          PO's   PO's   MAC(10M)  MAC(10M)  DBE(126d)  Last_NH     CountIF  %Bullish    Risk
09/20/19 Status: Inter Status: Ratio Status: #MktD Bullish Eq-Wt Level
SP600 |
Bullish 3.3% Bullish 3.3% BEARish 269 | 2 13.3% -
SP400 | Bullish 0.8% Bullish 3.6% Bullish 35 | 3 20.0% -
SP500EW | Bullish 0.2% Bullish 5.5% Bullish 5 | 3 20.0% -
SP3200 | Bullish 2.0% Bullish 6.1% Bullish 39 | 3 20.0% -
SP500 | Bullish 4.58 Bullish 6.2% 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) 115% 157 1 - - - - 3.2% 4.8% -15%
2- RS(3,4),RS(4,5) 73% 178 2 - AOK - - 3.9% 4.8% -15%
3- RS(3,4),RS(4,5),PO(42/126) 33% 85 1 - TLT - - 7.3% 5.9% -4%
4- RS(4,5),RS(5,6) 96% 133 2 - - - - 5.6% 5.9% -4%
5- RS(3,4),RS(4,5),PO(40/120) 94% 206 2 - - - - 5.7% 7.9% 1%
6- RS(3,4),RS(4,5),PO(30/120) 46% 40 5 FTEC SOXX IWP REZ 5.0% 4.4% -6%
Cash Allocation 7% 0 --- --- --- --- --- --- --- ---
Portfolio Totals = 82% 96 16 - - - - 5.1% 6.9% -6%
BenchMark = 0% B&H 11 - - - - - 14.7% 0%

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)
FXAIX
SP:500 3% 20% 8% -2% 3% 1 4.8% 4.5% 4.0% HTD 0%
FUAMX BB:ITT 9% 11% 13% 12% 13% 2 3.7% 4.0% 4.4% BUY 0%
FFNOX AA:GL 1% 15% 6% -3% 2% 3 3.7% 3.4% 3.1% HTD 157 3.2% 115%
FSMAX DJ:CTSM -9% 12% 0% -9% -5% 4 2.1% 1.7% 1.1% HTD 0%
FSPSX MSCI:EAFE -2% 11% 0% -14% -7% 5 2.0% 1.4% 0.9% 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% 8% 4% 6% 1 2.9% 3.0% 3.1% BUY 0%
AOM GL:Mod 4% 7% 7% 3% 5% 2 2.9% 2.9% 2.9% BUY 179 4.0% 36%
AOR GL:Gro 3% 5% 6% -1% 2% 3 2.8% 2.6% 2.5% BUY 176 3.7% 37%
AOA GL:Agr 1% 3% 4% -5% -1% 4 2.6% 2.3% 2.0% HTD 0%
IYLD GL:Inc 2% 3% 3% -5% -1% 5 1.5% 1.3% 1.1% Sell 0%
COMT GL:Com -16% -10% -7% -21% -14% 6 -2.3% -3.2% -3.8% 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% 40% 38% 46% 42% 1 4.4% 6.7% 8.5% BUY 0%
FUTY US:Ut 19% 20% 19% 24% 22% 2 2.2% 2.9% 3.9% HTD 85 7.3% 33%
FREL US:RE 12% 17% 18% 26% 22% 3 1.7% 2.6% 3.5% Sell 0%
QQEW GL:EW 7% 8% 15% -5% 5% 4 1.4% 0.9% 0.5% Sell 0%
EUSA US:EW 1% 5% 8% -5% 2% 5 0.9% 0.4% 0.0% Sell 0%
IEFA DM:BMC -4% -7% -6% -12% -9% 6 -0.7% -1.7% -1.9% 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% 21% 21% 18% 20% 1 2.8% 3.1% 3.5% BUY 94 4.0% 53%
FDLO US:LV 9% 17% 18% 17% 18% 2 2.4% 2.6% 2.8% BUY 172 7.7% 43%
ACWV GL:MV 8% 12% 13% 10% 12% 3 1.7% 1.7% 2.1% HTD 0%
FBND US:TB 6% 9% 10% 9% 10% 4 1.2% 1.6% 1.9% HTD 0%
FDMO US:Mo 1% 10% 8% 5% 7% 5 1.6% 1.0% 0.8% Sell 0%
FQAL US:Qal 1% 6% 7% 10% 8% 6 1.1% 0.8% 0.6% Sell 0%
EFAV DM:MV 1% 2% 3% 0% 1% 7 0.3% 0.0% 0.1% Sell 0%
EEMV EM:MV -2% -8% -6% -5% -6% 8 -0.7% -1.8% -2.0% 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)
ITOT
USA:BMC 1% 7% 11% -2% 5% 1 1.0% 0.6% 0.3% HTD 184 5.7% 47%
AOK GL:Con 5% 8% 8% 4% 6% 2 1.0% 1.1% 1.1% BUY 227 5.7% 47%
IPAC PAC:BMC -4% -2% 0% -7% -4% 4 -0.5% -1.0% -1.3% Sell 0%
IEUR EUR:BMC -4% -11% -10% -15% -13% 5 -1.8% -2.4% -2.7% Sell 0%
ILF LA:LCV 4% -12% -26% -54% -40% 6 -2.1% -4.0% -4.9% Sell 0%
SHY US:STT 2% 3% 2% 1% 1% NR 0.4% 0.4% 0.5% 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)
SOXX
US:SC 14% 21% 48% 27% 38% 1 2.9% 3.1% 4.1% BUY 0%
IHI US:MD 14% 33% 29% 13% 21% 2 4.4% 4.6% 4.9% BUY 67 3.9% 11%
REZ US:RRE 24% 31% 29% 36% 32% 3 4.8% 6.0% 6.5% HTD 3 -0.2% 8%
ITB US:HC 13% 24% 33% 44% 39% 4 3.9% 5.1% 6.2% HTD 17 4.8% 8%
ICLN GL:CE 32% 28% 27% 17% 22% 5 3.8% 4.4% 4.8% BUY 0 0%
TLH US:LTB 16% 27% 24% 28% 26% 6 4.5% 5.3% 5.3% BUY 0 0%
ITA US:A&D 5% 21% 26% 24% 25% 7 3.1% 3.8% 4.8% BUY 79 6.3% 11%
IDU US:Ut 20% 19% 19% 23% 21% 8 2.7% 3.7% 4.3% BUY 0 0%
IYR US:RE 15% 18% 19% 25% 22% 9 2.7% 3.5% 3.8% BUY 0 0%
IYW US:Tec 8% 13% 24% 3% 13% 10 1.5% 1.3% 1.8% HTD 0%
FTEC US:IT 8% 15% 21% 1% 11% 11 1.7% 1.5% 2.0% Sell 192 10.6% 8%
FSTA US:CSt 9% 17% 18% 15% 16% 12 2.5% 2.9% 3.4% Sell 0%
ICF US:RE 18% 18% 17% 23% 20% 13 2.7% 3.5% 3.9% Sell 0%
IXN GL:Tec 7% 14% 21% 2% 11% 14 1.5% 1.5% 2.1% Sell 0%
IWY US:LCG 4% 13% 17% 2% 10% 15 1.5% 1.6% 2.0% Sell 0%
IYC US:CS 5% 10% 13% -3% 5% 16 1.0% 1.0% 1.6% Sell 0%
IWP US:MCG 6% 11% 12% -5% 4% 17 1.1% 0.9% 1.2% Sell 0%
FCOM US:Com 8% 4% 12% -1% 5% 18 0.5% 0.1% 0.5% Sell 0%
XMLV US:LV 8% 7% 8% 5% 7% 19 1.0% 1.2% 1.4% Sell 0%
XMMO US:MCM 9% 4% 4% -9% -2% 20 0.1% -0.1% 0.0% 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- Comm-Free/WWL
  Trends          PO's   PO's   MAC(10M)  MAC(10M)  DBE(99d,26w)  Last_99H     CountIF  %Bullish    Risk
09/27/19 Status: Inter Status: SMAR Status: #MktD Bullish Eq-Wt Level
SP600 |
Bullish 2.5% Bullish 1.5% BEARish 273 | 2 13.3% -
SP400 | Bullish 1.4% Bullish 2.5% Bullish 40 | 3 20.0% -
SP500EW | Bullish 0.6% Bullish 3.8% Bullish 10 | 3 20.0% -
SP3200 | Bullish 2.0% Bullish 4.1% Bullish 43 | 3 20.0% -
SP500 | Bullish 4.19 Bullish 4.9% Bullish 5 | 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) 114% 164 1 - - - - 2.4% 4.2% -14%
2- RS(3,4),RS(4,5) 73% 185 2 - AOK - - 3.4% 4.2% -14%
3- RS(3,4),RS(4,5),PO(42/126) 33% 92 1 - TLT - - 8.6% 5.9% -2%
4- RS(4,5),RS(5,6) 95% 140 2 - - - - 4.8% 5.9% -2%
5- RS(3,4),RS(4,5),PO(40/120) 93% 213 2 - - - - 4.7% 6.8% 1%
6- RS(3,4),RS(4,5),PO(30/120) 54% 44 6 FTEC SOXX IWP ITB 3.1% 3.3% -8%
Cash Allocation 7% 7 --- --- --- --- --- --- --- ---
Portfolio Totals = 83% 101 17 - - - - 4.1% 6.4% -6%
BenchMark = N/A B&H 11 - - - - - 13.7% -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)
FXAIX
SP:500 2% 18% 8% -1% 3% 1 4.5% 4.2% 4.1% HTD 0%
FUAMX BB:ITT 9% 11% 13% 11% 12% 2 3.6% 4.0% 4.3% BUY 0%
FFNOX AA:GL 0% 14% 6% -2% 2% 3 3.5% 3.2% 3.2% HTD 164 2.4% 114%
FSPSX MSCI:EAFE -5% 9% 0% -8% -4% 4 1.8% 1.2% 1.2% HTD 0%
FSMAX DJ:CTSM -10% 9% -1% -10% -5% 5 2.0% 1.4% 1.2% 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 4% 9% 7% 5% 6% 1 2.9% 2.9% 3.0% BUY 0%
AOM GL:Mod 3% 8% 5% 4% 5% 2 2.8% 2.8% 2.9% BUY 186 3.8% 36%
AOR GL:Gro 2% 6% 4% 1% 3% 3 2.6% 2.5% 2.6% BUY 183 3.1% 37%
AOA GL:Agr 0% 4% 2% -2% 0% 4 2.4% 2.1% 2.2% HTD 0%
IYLD GL:Inc 1% 4% 1% -3% -1% 5 1.4% 1.1% 1.1% Sell 0%
COMT GL:Com -18% -7% -6% -15% -11% 6 -2.4% -3.2% -3.2% 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% 38% 36% 43% 40% 1 4.5% 7.2% 7.9% BUY 0%
FUTY US:Ut 25% 22% 21% 29% 25% 2 2.4% 3.3% 4.5% BUY 92 8.6% 33%
FREL US:RE 18% 18% 18% 24% 21% 3 1.9% 2.9% 3.7% Sell 0%
QQEW GL:EW 4% 10% 9% -9% 0% 4 1.3% 0.3% 0.6% Sell 0%
EUSA US:EW 1% 7% 5% -5% 0% 5 0.8% 0.0% 0.3% Sell 0%
IEFA DM:BMC -6% -4% -5% -7% -6% 6 -0.8% -1.7% -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)
USMV
US:MV 13% 20% 21% 15% 18% 1 2.7% 2.9% 3.4% BUY 101 3.3% 53%
FDLO US:LV 9% 17% 18% 14% 16% 2 2.3% 2.3% 2.7% BUY 179 6.7% 42%
ACWV GL:MV 8% 13% 13% 9% 11% 3 1.6% 1.7% 2.2% HTD 0%
FBND US:TB 6% 9% 10% 8% 9% 4 1.2% 1.7% 1.8% HTD 0%
FDMO US:Mo -1% 8% 7% 0% 3% 5 1.4% 0.5% 0.6% Sell 0%
FQAL US:Qal 1% 5% 8% 6% 7% 6 1.0% 0.4% 0.7% Sell 0%
EFAV DM:MV 0% 3% 3% 0% 2% 7 0.3% 0.0% 0.4% Sell 0%
EEMV EM:MV -4% -8% -4% -9% -6% 8 -0.8% -1.9% -1.6% 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)
ITOT
USA:BMC 0% 9% 8% -3% 2% 1 0.8% 0.3% 0.5% HTD 191 3.9% 46%
AOK GL:Con 4% 9% 7% 5% 6% 2 1.0% 1.1% 1.2% BUY 234 5.5% 47%
IPAC PAC:BMC -5% 1% 0% -2% -1% 4 -0.5% -0.9% -0.6% Sell 0%
IEUR EUR:BMC -7% -9% -10% -10% -10% 5 -1.9% -2.4% -2.2% Sell 0%
ILF LA:LCV 2% -12% -31% -48% -40% 6 -2.7% -4.3% -4.7% Sell 0%
SHY US:STT 2% 2% 1% 1% 1% NR 0.3% 0.4% 0.4% 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)
SOXX
US:SC 14% 29% 42% 22% 32% 1 2.6% 4.0% 4.8% BUY 0%
ITB US:HC 18% 28% 36% 47% 41% 2 4.4% 5.9% 6.7% HTD 24 5.2% 8%
REZ US:RRE 28% 30% 29% 32% 30% 3 5.1% 6.0% 6.1% HTD 10 0.2% 8%
IHI US:MD 8% 31% 22% 10% 16% 4 4.0% 4.5% 4.7% HTD 74 1.0% 10%
ICLN GL:CE 26% 29% 23% 16% 19% 5 3.8% 4.4% 4.7% BUY 0 -1.5% 9%
ITA US:A&D 5% 24% 26% 28% 27% 6 3.2% 4.5% 5.3% BUY 86 5.4% 11%
TLH US:LTB 16% 26% 22% 26% 24% 7 4.6% 4.8% 4.6% BUY 0 0%
IDU US:Ut 24% 21% 21% 28% 25% 8 3.2% 4.3% 4.8% BUY 0 0%
IYR US:RE 18% 18% 18% 23% 21% 9 3.0% 3.6% 3.9% BUY 0 0%
IYW US:Tec 5% 16% 19% -1% 9% 10 1.1% 1.7% 2.1% HTD 0%
ICF US:RE 22% 18% 17% 22% 19% 11 3.0% 3.7% 3.9% Sell 0%
FSTA US:CSt 12% 17% 16% 12% 14% 12 2.3% 3.0% 3.2% Sell 0%
IXN GL:Tec 5% 17% 16% 1% 8% 13 1.2% 1.9% 2.4% Sell 0%
FTEC US:IT 6% 17% 15% -4% 6% 14 1.2% 1.8% 2.1% Sell 199 9.4% 8%
JXI GL:Ut 19% 14% 13% 22% 17% 15 2.1% 3.0% 3.5% Sell 0%
IWP US:MCG 4% 11% 6% -11% -3% 16 0.6% 0.9% 1.0% Sell 0%
FCOM US:Com 6% 6% 9% -7% 1% 17 0.0% 0.3% 0.7% Sell 0%
XMLV US:LV 9% 8% 7% 5% 6% 18 0.9% 1.4% 1.6% Sell 0%
XMMO US:MCM 6% 5% 0% -11% -6% 19 -0.2% 0.0% 0.1% Sell 0%
IGF GL:Inf 10% 3% -3% -4% -4% 20 -0.2% 0.4% 0.7% Sell 0%
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