Fund Rankings Update, 1/27/2012

Weekly Average Momentum Index (AMI) rankings of HSA, SSPP, RSP, SELECT, ETF, iETF, sETF have been posted at http://sites.google.com/site/ycprankings


Company earnings have been strong, but 4th quarter US GDP came in at 2.8% less than the 3.1% predicted by the economists. Stocks were mixed with the SP 500 index closed this week at 1316 up 0.07%, the Dow Jones Industrial Average lost 0.47%, and the Nasdaq composite index increased 1.07%.  


With the global economy backdrop, performance of US stocks has been stronger than the other global regions/countries. S&P 500 index is well above its trend line with high momentum, indicating that the rally will last for a while. Weekly chart shows a resistance around 1360 and we may see some consolidation at that level in the coming weeks. 

Fund Rankings Update, 1/20/2011

Weekly Average Momentum Index (AMI) rankings of HSA, SSPP, RSP, SELECT, ETF, iETF, sETF have been posted at http://sites.google.com/site/ycprankings

Trading signal occurs in SSPP model portfolio: Sell FIUIX, Buy FRESX
Trading signal occurs in iETF model portfolio: Sell CASH, Buy IOO.

Stock market has a good start so far for the year with major indexes going up for the third week. Tech company earnings announcements this week have been strong, with Intel, IBM and Microsoft beating street expectation despite Google's miss.  SP 500 index closed this week at 1315 up 2.04%, the Dow Jones Industrial Average gained 2.4%, and the Nasdaq composite index increased 2.8%.  We are in the midst of earning report season.  Apple, Yahoo, Ford, McDonald, and Netflix are due to report their quarterly earnings next week. It will be interesting to see how markets react to them.

With the trading signals this week, our model portfolios are all in offensive positions. US market and its sectors have been strong for a while and the international regions which have been lagging the US are turning around. There is quite a room to grow if we can sustain the momentum through out the year.

Fund Rankings Update, 1/13/2012

Weekly Average Momentum Index (AMI) rankings of HSA, SSPP, RSP, SELECT, ETF, iETF, sETF have been posted at http://sites.google.com/site/ycprankings

Trading signal occurs in RSP model portfolio: Sell 42535, Buy 05087(LSV LGE CP VALUE EQ).

Trading signal occurs in ETF model portfolio: Sell IDU, Buy IBB.
Trading signal occurs in FEMKX timing model: Sell Cash, Buy FEMKX



Rating downgrade of the euro zone countries dampened investors' confidence on Friday, but all major indexes still managed to post a small gain for the week. SP 500 index closed this week at 1289 up 0.88%, the Dow Jones Industrial Average gained 0.5%, and the Nasdaq composite index increased 1.36%.

Trading signals have turned positive one by one in our ranking tables as momentum of growth stock funds outpace the defensive utility or bond funds. This week,  RSP model portfolio is moving from defensive PIMCO REAL RETRUN fund to a more aggressive large cap value stock fund, and in the ETF ranking table, signal was generated to move from utility sector fund to biotech sector fund.  For our FEMKX timing model, which use STO as trading signal, a buy signal was trigger as its STO climb above the threshold of 50 (see chart below). The system has stayed away from the market for about 5 months since the last trade in August. The chart shows that the momentum indicator has climbed above 50 but the price is still below the trend line. A reversal of the trend will need the price to climb above the trend line for confirmation. Trading with this signal then is a bit risky, and a conservative trade will be to wait for the price to climb above the trend line. However, the FEMKX timing signals have been robust until the last trade in July-August so we shall see how this one performs.

Fund Rankings Update, 1/6/2012

Weekly Average Momentum Index (AMI) rankings of HSA, SSPP, RSP, SELECT, ETF, iETF, sETF have been posted at http://sites.google.com/site/ycprankings

Trading signal occurs in sETF model portfolio: Sell IDU, Buy ITB.

Economy added more than 200,000 jobs in December exceeded market expectation, and the unemployment rate fell to 8.3%. As economy picking up steam, so is investors' confidence. All Major indexes ended the week higher than last week. SP 500 index closed this week at 1277 up 1.61%, the Dow Jones Industrial Average gained 1.17%, and the Nasdaq composite index increased 2.65%.

Following the footstep of SELECT model portfolio, the sETF model portfolio issued a signal to move position from defensive utility sector (IDU) to a more aggressive housing/construction sector(ITB). The weekly chart below shows its upward price movement and high momentum indicator.