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No. of Recommendations: 1
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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