Archives of Weekly AMI Rankings

I have posted the past ranking history in the google docs. Readers who are interested in the past rankings and like to do their own studies can access the following links:

WeeklRank_Archive_2015 - https://docs.google.com/spreadsheets/d/1NprKEzz14L6Fsrb-o9FGBRDdDXJLHP4fXrJ3Jgi5A3U/edit?usp=sharing
WeeklRank_Archive_2014 - https://docs.google.com/spreadsheets/d/1baWjrU07yAgBiS5pP0bo7wmpMmbCTlThLZYS9JqosaM/edit?usp=sharing
WeeklRank_Archive_2013 - https://docs.google.com/spreadsheet/ccc?key=0AiQi62ZWDTW3dFNha3I0WWpDUzN1SlNialhJeWxCM0E
WeeklRank_Archive_2012 - https://docs.google.com/spreadsheet/ccc?key=0AiQi62ZWDTW3dFBfclh6cW5uYmpLTHVNd0h2WHkzVVE
WeeklRank_Archive_2011 - https://docs.google.com/spreadsheet/ccc?key=0AiQi62ZWDTW3dE5XYkd4X3QzYTE1QU1SQWFrRGdqaXc
WeeklRank_Archive_2010 - https://docs.google.com/spreadsheet/ccc?key=0AiQi62ZWDTW3dGFzMThmVl8wZ2NxQ2lrR0U0cUJmLUE
WeeklRank_Archive_2009 - https://docs.google.com/spreadsheet/ccc?key=0AiQi62ZWDTW3dE5Fc2VXNVZRNEVoOFJ6UmdWbTFXVlE
WeeklRank_Archive_2008 - https://docs.google.com/spreadsheet/ccc?key=0AiQi62ZWDTW3dE80RHRmcFhsUmYtbXdoYkhYSWNnU1E
WeeklRank_Archive_2007 - https://docs.google.com/spreadsheet/ccc?key=0AiQi62ZWDTW3dFZUOE0tRE5HdVBicEpkSVQyRDhaV1E
WeeklRank_Archive_2006 - https://docs.google.com/spreadsheet/ccc?key=0AiQi62ZWDTW3dHY4WTNTU1ZLbEVkQXVpLVRMQVh5emc
WeeklRank_Archive_2005 - https://docs.google.com/spreadsheet/ccc?key=0AiQi62ZWDTW3dFFlaUN1RGdpb3BjZktUT0JUTlZSSEE

Fund Rankings Update, 12/27/2013

Weekly Average Momentum Index (AMI) rankings of HSA, SSPP, RSP, SELECT, ETF, iETF, sETF have been posted at http://ycprankings.awardspace.us/RankingTables.htm  and AMI Tables and Logs


Stocks continued their upward march for the second week. S&P 500 index closed at 1841, up 1.27%, Dow Jones Industrial Average gained 1.59%, and Nasdaq composite increased 1.26% for the week. 

With low interest rate and slow economy growth, stocks have performed very well. For the year, S&P 500 index went up about 29%, Dow Jones Industrial Average gained about 26% and Nasdaq composite index increased about 38%. As seen in the weekly chart below, the S&P 500 index has been trending up since the beginning of the year. It experienced a few minor corrections and bounced off three times from its 28 week moving average in June, August, and October. In 2014, it is widely expected that US economy will continue to improve while Federal Reserve will end its QE program and interest rate will rise a bit.  From the chart, we can expect the uptrend to continue for another few weeks into next year. We hope 2014 is as strong as 2013 for stock markets. Wish you a festive holiday and happy New Year! 

Weekly Chart of S&P500 Index

Fund Rankings Update, 12/20/2013

Weekly Average Momentum Index (AMI) rankings of HSA, SSPP, RSP, SELECT, ETF, iETF, sETF have been posted at http://ycprankings.awardspace.us/RankingTables.htm  and AMI Tables and Logs

1. Trading signal occurs in FEMKX timing system: Sell FEMKX, Buy CASH.

The announcement by FED Chairman Bernanke in his last meeting that FED is going to taper QE by 10 billion dollar in January but will keep interest rate low for longer than planned removed the uncertainty in the markets and power stocks to new highs. S&P 500 index closed at 1818, up 2.42%, Dow Jones Industrial Average gained 2.96%, and Nasdaq composite increased 2.59% for the week. 

Two weeks ago, I said in the blog that we will see stocks paused for one or two weeks and take off to a new level afterwards. Now we may be in the beginning of that stock price movement as seen in the following weekly chart of S&P 500 index. If my prediction is correct, we should see stocks trending higher in the next few weeks before the inevitable correction similar to what had happened earlier this year in April and May. 

Oversee markets including emerging markets have been week and could not find a sustained uptrend this year. The momentum index of FEMKX has fallen below 75 after 88 days of holding period. Following the trading rule, we will sell FEMKX and move to cash position with a loss of 0.71%. The system has under performed the US growth stocks this year. 

Weekly Chart of S&P 500 Index

Weekly Chart of FEMKX

Fund Rankings Update, 12/13/2013

Weekly Average Momentum Index (AMI) rankings of HSA, SSPP, RSP, SELECT, ETF, iETF, sETF have been posted at http://ycprankings.awardspace.us/RankingTables.htm  and AMI Tables and Logs

1. Trading signal occurs in RSP model portfolio: Sell FDGRX, Buy ARGFX.

2. Trading signal occurs in HSA model portfolio: Sell VGRAX, Buy TVAFX.

While economy gaining stronger footing and congress reached budget deal to avoid shutdown in the next two year, fears of Fed tapering of Quantitative Easing policy came back to haunt the stock market. Stocks followed the pattern last week, went down for the first 4 days of the week and rebounded on Friday.  S&P 500 index closed at 1775, down 1.65%, Dow Jones Industrial Average lost 1.65%, and Nasdaq composite decreased 1.51% for the week. 

Weekly chart of S&P 500 index shows that the index has came down from the top of its uprising trading channel to the middle of the trading channel.  The uptrend is still intact before the index falls below the lower bound of the trading channel and we will trade accordingly. 

Two trading signals were issued this week due the the AMI rank changes in RSP and HSA model portfolios. In RSP model portfolio, the Fidelity growth company fund (FDGRX) is replaced with Ariel fund (ARGFX), and in the HSA model portfolio, the Invesco VanKamp Midcap growth fund (VGRAX) is replaced with Thornburg Value Fund (TVAFX).

Fund Rankings Update, 12/6/2013

Weekly Average Momentum Index (AMI) rankings of HSA, SSPP, RSP, SELECT, ETF, iETF, sETF have been posted at http://ycprankings.awardspace.us/RankingTables.htm  and AMI Tables and Logs

After eight week of gain for the S&P500 index, investor start getting FED tightening anxiety. Good economic news during the week became bad news, and stock prices went down for 5 days in a row.   Finally, the oversold condition created a buying opportunity and stocks rebounded Friday wiped out all the loss. S&P 500 index closed at 1805, down 0.04%, Dow Jones Industrial Average lost 0.41%, while Nasdaq composite increased 0.06% for the week. 

Technically, we can see the difference in intermediate and short term trend in weekly can daily chart of S&P 500 index. In the weekly chart, the momentum indicator is still at high level and price is still trending upward along the top of the trending channel. The chart pattern is similar to what it experienced in January-February this year. On the other hand, the momentum indicator in the daily chart is heading downward and the price is trending side way with downward bias. With that backdrop, we may see another one or two weeks of flat price movement in the weekly chart of S&P500 index before the index took off to anther level as what it did in March after the short term consolidation was completed. 

Weekly chart of S&P500 index

Daily chart of S&P500 index