Stats for 2023-04-28 (4th week of the Month)

Stats for 2023-04-28 (4th week of the Month)

List creation date: 2023-04-28

Median MarketCap: 11664

35.0% stocks on Nasdaq; 55.0% stocks on NYSE/Amex

Sector
Unclassified	45%
Consumer Cyclicals	15%
Technology	12%
Consumer Non-Cyclicals	9%
Industrials	6%
Healthcare	6%
Financials	3%
Utilities	3%

Industry
Unclassified	45%
Online Services	9%
Utilities - Electri	3%
Electrical Componen	3%
Heavy Electrical Eq	3%
Construction Suppli	3%
Restaurants & Bars	3%
Casinos & Gaming	3%
Leisure & Recreatio	3%
Retailers - Miscell	3%
Food Processing	3%
Food Retail & Distr	3%
Consumer Goods Cong	3%
Corporate Financial	3%
Medical Equipment,	3%
Pharmaceuticals	3%
Software	3%

Country
United States	82%
Uruguay	3%
Chile	3%
Colombia	3%
Denmark	3%
Mexico	3%
Switzerland	3%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	TGLS	Construction Suppli	Consumer Cyclicals	2000	Colombia	Tecnoglass
3.88	TXRH	Restaurants & Bars	Consumer Cyclicals	7264	US	Texas Roadhouse
3.92	LVS	Casinos & Gaming	Consumer Cyclicals	47232	US	Las Vegas Sands.
3.88	BKNG	Leisure & Recreatio	Consumer Cyclicals	97787	US	Booking Holdings
3.96	ELF	Retailers - Miscell	Consumer Cyclicals	5002	US	elf Beauty
3.92	MELI	Online Services	Technology	62100	Uruguay	MercadoLibre
3.84	V	Online Services	Technology	469198	US	Visa
3.80	MA	Online Services	Technology	349611	US	Mastercard
3.80	CERT	Software	Technology	3823	US	Certara
3.96	LW	Food Processing	Consumer Non-Cyclicals	16064	US	Lamb Weston Holdings
3.92	FMX	Food Retail & Distr	Consumer Non-Cyclicals	31083	Mexico	Fomento Economico Mexicano SAB
3.96	GE	Consumer Goods Cong	Consumer Non-Cyclicals	104896	US	General Electric Company
3.92	AAON	Electrical Componen	Industrials	5084	US	Aaon
3.80	ABB	Heavy Electrical Eq	Industrials	70332	Switzerland	ABB Ltd (ADR)
3.96	OSUR	Medical Equipment,	Healthcare	504	US	OraSure Technologies,
3.96	NVO	Pharmaceuticals	Healthcare	285112	Denmark	Novo Nordisk A/S (ADR)
3.84	FTAI	Corporate Financial	Financials	2739	US	FTAI Aviation Ltd
3.96	ENIC	Utilities - Electri	Utilities	3809	Chile	Enel Chile SA - ADR
na	QQQ	Unclassified	Unclassified	-1	US	QQQ
na	SPY	Unclassified	Unclassified	-1	US	SPY

---

0GPA38TB

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	NVO	Novo Nordisk A/S Adr	NVO		Healthcare	4	$668.4	10.3%	$167.09
45%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	9	$2,903.0	44.8%	$322.56
45%	SPY	SPDR S&P 500	SPY		n.a.	7	$2,911.5	44.9%	$415.93

---

These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	1	QQQ	Growth		2023-04-28
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-04-28
growth	5.25	3	XLK	Technology Select Sector	Early to Mid Cycle	2023-04-28
growth	5.00	1	VUG	Large Cap growth		2023-04-28
growth	5.00	10	ONEQ	Nasdaq Index		2023-04-28
growth	4.50	1	SMH	Semiconductors+	Early to Mid Cycle	2023-04-28
growth	4.50	5	XLP	Consumer Staples Select*	Late Cycle to Recession	2023-04-28
growth	4.50	2	VDC	Consumer Staples*	Late Cycle to Recession	2023-04-28
growth	4.50	1	RYH	Health*	Late Cycle to Recession	2023-04-28
cyclical	4.50	6	XHB	Homebuilders+		2023-04-28
cyclical	5.00	5	XHE	Health Care Equipment	Late Cycle to Recession	2023-04-28
cyclical	5.25	2	GLD	Gold	Inflation	2023-04-28
cyclical	5.25	8	VGK	Europe		2023-04-28
cyclical	5.00	5	VOX	Telecom	Recession	2023-04-28
cyclical	5.00	12	UPRO	SP500		2023-04-28
cyclical	5.25	20	RING	Gold Miners	Inflation	2023-04-28
cyclical	5.25	22	SLV	Silver	Inflation	2023-04-28
cyclical	5.25	18	TQQQ	Growth		2023-04-28
cyclical	5.25	46	SLVP	Global Silver and Metals Miners	Inflation	2023-04-28
cyclical	5.25	8	XLC	Communication Services	Mid Cycle	2023-04-28

---

These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	3	XLK	Technology Select Sector	Early to Mid Cycle	2023-04-28
growth	5.25	6	XLP	Consumer Staples Select*	Late Cycle to Recession	2023-04-28
growth	5.25	2	VDC	Consumer Staples*	Late Cycle to Recession	2023-04-28
growth	5.25	1	QQQ	Growth		2023-04-28
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-04-28
growth	5.25	2	VUG	Large Cap growth		2023-04-28
cyclical	5.25	2	GLD	Gold	Inflation	2023-04-28
cyclical	5.25	22	SLV	Silver	Inflation	2023-04-28
cyclical	5.25	20	RING	Gold Miners	Inflation	2023-04-28
cyclical	5.25	8	XLC	Communication Services	Mid Cycle	2023-04-28

---

These selected stocks are ideas in the current market environment.

#	%Alloc	Share	Sym	Name	Industry	Date	GPA
1	5.25	1	MSFT	Microsoft Corp	Software	2023-04-28	3.84
2	5.25	2	CDNS	Cadence Design Systems In	Software	2023-04-28	3.92
3	5.25	1	MSI	Motorola Solutions Inc	Communications & Networking	2023-04-28	3.64
4	5.25	1	AON	Aon PLC	Insurance - Multiline & Broke	2023-04-28	3.36
5	5.25	2	AJG	Arthur J. Gallagher & Co.	Insurance - Multiline & Broke	2023-04-28	3.72
6	5.25	1	PODD	Insulet Corporation	Medical Equipment, Supplies &	2023-04-28	3.04
7	5.25	2	MMC	Marsh & McLennan Companie	Insurance - Multiline & Broke	2023-04-28	3.76
8	5.25	1	MCD	McDonald's Corp	Restaurants & Bars	2023-04-28	3.12
9	5.25	1	SNPS	Synopsys Inc	Software	2023-04-28	3.64
10	5.25	1	LIN	Linde PLC	Chemicals - Commodity	2023-04-28	3.68
11	5.00	3	RSG	Republic Services Inc	Environmental Services & Equi	2023-04-28	3.88



Stats for 2023-04-21 (3rd week of the Month)

Stats for 2023-04-21 (3rd week of the Month)

List creation date: 2023-04-21

Median MarketCap: 7323

63.0% stocks on Nasdaq; 29.6% stocks on NYSE/Amex

Sector
Technology	33%
Unclassified	24%
Consumer Cyclicals	15%
Healthcare	12%
Consumer Non-Cyclicals	3%
Financials	3%
Basic Materials	3%
Industrials	3%
Utilities	3%

Industry
Unclassified	24%
Software	12%
Online Services	6%
Pharmaceuticals	6%
Semiconductors	6%
Computer Hardware	3%
IT Services & Consu	3%
Biotechnology & Med	3%
Telecommunications	3%
Paper Packaging	3%
Electrical Componen	3%
Footwear	3%
Construction Suppli	3%
Restaurants & Bars	3%
Leisure & Recreatio	3%
Retailers - Miscell	3%
Food Processing	3%
Corporate Financial	3%
Medical Equipment,	3%
Utilities - Electri	3%

Country
United States	82%
Uruguay	3%
Colombia	3%
Denmark	3%
France	3%
Turkey	3%
Chile	3%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	PANW	Software	Technology	59105	US	Palo Alto Networks
3.96	CDNS	Software	Technology	58376	US	Cadence Design Systems
3.84	SCPL	Software	Technology	2170	US	SciPlay
3.80	CERT	Software	Technology	3914	US	Certara
3.96	AVGO	Semiconductors	Technology	264538	US	Broadcom
3.96	LSCC	Semiconductors	Technology	12675	US	Lattice Semiconductor
3.92	MELI	Online Services	Technology	65752	Uruguay	MercadoLibre
3.88	V	Online Services	Technology	478288	US	Visa
3.96	SMCI	Computer Hardware	Technology	5792	US	Super Micro Computer
3.96	FTNT	IT Services & Consu	Technology	52783	US	Fortinet
3.96	TKC	Telecommunications	Technology	4217	Turkey	Turkcell Iletisim Hizmetleri A
3.96	CROX	Footwear	Consumer Cyclicals	8915	US	Crocs,
3.96	TGLS	Construction Suppli	Consumer Cyclicals	2125	Colombia	Tecnoglass
3.88	TXRH	Restaurants & Bars	Consumer Cyclicals	7323	US	Texas Roadhouse
3.88	BKNG	Leisure & Recreatio	Consumer Cyclicals	100758	US	Booking Holdings
3.96	ELF	Retailers - Miscell	Consumer Cyclicals	4958	US	elf Beauty
3.96	NVO	Pharmaceuticals	Healthcare	288011	Denmark	Novo Nordisk A/S (ADR)
3.80	SNY	Pharmaceuticals	Healthcare	141052	France	Sanofi SA (ADR)
3.96	OSUR	Medical Equipment,	Healthcare	522	US	OraSure Technologies,
3.96	ARDX	Biotechnology & Med	Healthcare	1012	US	Ardelyx
3.96	GPK	Paper Packaging	Basic Materials	7680	US	Graphic Packaging Holding Comp
3.92	AAON	Electrical Componen	Industrials	5312	US	Aaon
3.96	LW	Food Processing	Consumer Non-Cyclicals	15875	US	Lamb Weston Holdings
3.80	FTAI	Corporate Financial	Financials	2743	US	FTAI Aviation Ltd
3.96	ENIC	Utilities - Electri	Utilities	3909	Chile	Enel Chile SA - ADR
na	QQQ	Unclassified	Unclassified	-1	US	QQQ
na	SPY	Unclassified	Unclassified	-1	US	SPY

---

0GPA38TB

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	NVO	Novo Nordisk A/S Adr	NVO		Healthcare	3	$518.0	9.4%	$172.65
45%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	8	$2,532.9	45.9%	$316.61
45%	SPY	SPDR S&P 500	SPY		n.a.	6	$2,473.2	44.8%	$412.2

---

These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	2	SMH	Semiconductors	Early to Mid Cycle	2023-04-21
growth	5.25	3	XLK	Technology Select Sector	Early to Mid Cycle	2023-04-21
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-04-21
growth	5.25	1	QQQ	Growth		2023-04-21
growth	5.00	10	ONEQ	Nasdaq Index		2023-04-21
growth	5.00	2	VUG	Large Cap growth		2023-04-21
growth	4.50	5	XLP	Consumer Staples Select*	Late Cycle to Recession	2023-04-21
growth	4.50	1	RYH	Health+*	Late Cycle to Recession	2023-04-21
cyclical	5.00	5	VOX	Telecom	Recession	2023-04-21
cyclical	5.00	12	UPRO	SP500		2023-04-21
cyclical	4.50	4	XHE	Health Care Equipment	Late Cycle to Recession	2023-04-21
cyclical	4.50	6	XHB	Homebuilders+		2023-04-21
cyclical	5.00	7	VGK	Europe		2023-04-21
cyclical	5.25	9	XLC	Communication Services	Mid Cycle	2023-04-21
cyclical	5.25	20	RING	Gold Miners	Inflation	2023-04-21
cyclical	5.25	19	TQQQ	Growth		2023-04-21
cyclical	5.25	22	SLV	Silver	Inflation	2023-04-21
cyclical	5.25	46	SLVP	Global Silver and Metals Miners	Inflation	2023-04-21
cyclical	5.25	2	GLD	Gold	Inflation	2023-04-21

---

These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	6	XLP	Consumer Staples Select*	Late Cycle to Recession	2023-04-21
growth	5.25	2	VDC	Consumer Staples*	Late Cycle to Recession	2023-04-21
growth	5.25	1	QQQ	Growth		2023-04-21
growth	5.25	3	XLK	Technology Select Sector	Early to Mid Cycle	2023-04-21
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-04-21
growth	5.25	2	VUG	Large Cap growth		2023-04-21
cyclical	5.25	20	RING	Gold Miners	Inflation	2023-04-21
cyclical	5.25	8	VGK	Europe		2023-04-21
cyclical	5.25	2	GLD	Gold	Inflation	2023-04-21
cyclical	5.25	22	SLV	Silver	Inflation	2023-04-21

---

These selected stocks are ideas in the current market environment.

#	%Alloc	Share	Sym	Name	Industry	Date	GPA
1	5.25	2	CDNS	Cadence Design Systems In	Software	2023-04-21	3.96
2	5.25	1	PODD	Insulet Corporation	Medical Equipment, Supplies &	2023-04-21	3.00
3	5.25	1	MSI	Motorola Solutions Inc	Communications & Networking	2023-04-21	3.68
4	5.25	1	SNPS	Synopsys Inc	Software	2023-04-21	3.64
5	5.25	1	AON	Aon PLC	Insurance - Multiline & Broke	2023-04-21	3.36
6	5.25	1	MCD	McDonald's Corp	Restaurants & Bars	2023-04-21	3.08
7	5.25	1	LIN	Linde PLC	Chemicals - Commodity	2023-04-21	3.64
8	5.25	2	AJG	Arthur J. Gallagher & Co.	Insurance - Multiline & Broke	2023-04-21	3.72
9	5.25	0	TMO	Thermo Fisher Scientific	Advanced Medical Equipment &	2023-04-21	3.00
11	5.00	1	ODFL	Old Dominion Freight Line	Freight & Logistics - Ground	2023-04-21	3.80



Stats for 2023-04-14 (2nd week of the Month)

Stats for 2023-04-14 (2nd week of the Month)

List creation date: 2023-04-14

Median MarketCap: 5904

55.2% stocks on Nasdaq; 37.9% stocks on NYSE/Amex

Sector
Technology	33%
Unclassified	18%
Healthcare	15%
Industrials	9%
Consumer Cyclicals	9%
Basic Materials	6%
Consumer Non-Cyclicals	3%
Financials	3%
Utilities	3%

Industry
Unclassified	18%
Software	12%
Pharmaceuticals	9%
Online Services	6%
Telecommunications	3%
Biotechnology & Med	3%
Semiconductors	3%
Semiconductor Equip	3%
Computer Hardware	3%
IT Services & Consu	3%
Metals & Mining - G	3%
Paper Packaging	3%
Aerospace & Defense	3%
Electrical Componen	3%
Business Support Se	3%
Construction Suppli	3%
Leisure & Recreatio	3%
Retailers - Miscell	3%
Food Processing	3%
Corporate Financial	3%
Medical Equipment,	3%
Utilities - Electri	3%

Country
United States	73%
Uruguay	3%
Brazil	3%
Canada	3%
Colombia	3%
Denmark	3%
France	3%
Mexico	3%
Netherlands	3%
Chile	3%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	PANW	Software	Technology	59093	US	Palo Alto Networks
3.96	CDNS	Software	Technology	57969	US	Cadence Design Systems
3.84	ASUR	Software	Technology	312	US	Asure Software
3.80	CERT	Software	Technology	3687	US	Certara
3.92	MELI	Online Services	Technology	63126	Uruguay	MercadoLibre
3.88	V	Online Services	Technology	468880	US	Visa
3.96	LSCC	Semiconductors	Technology	12439	US	Lattice Semiconductor
3.88	ASML	Semiconductor Equip	Technology	265390	Netherlands	ASML Holding NV (ADR)
3.96	SMCI	Computer Hardware	Technology	5799	US	Super Micro Computer
3.96	FTNT	IT Services & Consu	Technology	52681	US	Fortinet
3.92	AMX	Telecommunications	Technology	68006	Mexico	America Movil SAB de CV (ADR)
3.96	NVO	Pharmaceuticals	Healthcare	281869	Denmark	Novo Nordisk A/S (ADR)
3.96	CPRX	Pharmaceuticals	Healthcare	1854	US	Catalyst Pharmaceuticals
3.80	SNY	Pharmaceuticals	Healthcare	140088	France	Sanofi SA (ADR)
3.92	OSUR	Medical Equipment,	Healthcare	501	US	OraSure Technologies,
3.96	ARDX	Biotechnology & Med	Healthcare	929	US	Ardelyx
3.84	ERJ	Aerospace & Defense	Industrials	2990	Brazil	Embraer SA (ADR)
3.92	AAON	Electrical Componen	Industrials	5223	US	Aaon
3.92	FOUR	Business Support Se	Industrials	5904	US	Shift4 Payments
3.96	TGLS	Construction Suppli	Consumer Cyclicals	2006	Colombia	Tecnoglass
3.88	BKNG	Leisure & Recreatio	Consumer Cyclicals	95900	US	Booking Holdings
3.96	ELF	Retailers - Miscell	Consumer Cyclicals	4563	US	elf Beauty
3.80	AGI	Metals & Mining - G	Basic Materials	7124	Canada	Alamos Gold
3.96	GPK	Paper Packaging	Basic Materials	7634	US	Graphic Packaging Holding Comp
3.96	LW	Food Processing	Consumer Non-Cyclicals	15761	US	Lamb Weston Holdings
3.84	FTAI	Corporate Financial	Financials	2768	US	FTAI Aviation Ltd
3.96	ENIC	Utilities - Electri	Utilities	3864	Chile	Enel Chile SA - ADR
na	QQQ	Unclassified	Unclassified	-1	US	QQQ
na	SPY	Unclassified	Unclassified	-1	US	SPY

---

0GPA38TB

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	NVO	Novo Nordisk A/S Adr	NVO		Healthcare	4	$674.4	10.5%	$168.6
45%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	9	$2,867.1	44.6%	$318.57
45%	SPY	SPDR S&P 500	SPY		n.a.	7	$2,887.2	44.9%	$412.46

---

These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	2	SMH	Semiconductors	Early to Mid Cycle	2023-04-14
growth	5.25	3	XLK	Technology Select Sector	Early to Mid Cycle	2023-04-14
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-04-14
growth	5.25	1	QQQ	Growth		2023-04-14
growth	5.00	2	VUG	Large Cap growth		2023-04-14
growth	5.00	10	ONEQ	Nasdaq Index		2023-04-14
growth	5.00	6	XLP	Consumer Staples Select*	Late Cycle to Recession	2023-04-14
growth	4.50	2	VDC	Consumer Staples*	Late Cycle to Recession	2023-04-14
cyclical	5.00	4	TIP	Inflation Protected Bond*		2023-04-14
cyclical	5.00	7	VGK	Europe		2023-04-14
cyclical	5.25	8	XLC	Communication Services	Mid Cycle	2023-04-14
cyclical	5.25	19	RING	Gold Miners	Inflation	2023-04-14
cyclical	5.25	43	SLVP	Global Silver and Metals Miners	Inflation	2023-04-14
cyclical	5.25	22	SLV	Silver	Inflation	2023-04-14
cyclical	5.25	19	TQQQ	Growth		2023-04-14
cyclical	5.25	2	GLD	Gold	Inflation	2023-04-14

---

These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	3	XLK	Technology Select Sector	Early to Mid Cycle	2023-04-14
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-04-14
growth	5.25	1	QQQ	Growth		2023-04-14
growth	5.25	6	XLP	Consumer Staples Select*	Late Cycle to Recession	2023-04-14
cyclical	5.25	8	VGK	Europe		2023-04-14
cyclical	5.25	43	SLVP	Global Silver and Metals Miners	Inflation	2023-04-14
cyclical	5.25	4	TIP	Inflation Protected Bond*		2023-04-14
cyclical	5.25	2	GLD	Gold	Inflation	2023-04-14
cyclical	5.25	22	SLV	Silver	Inflation	2023-04-14
cyclical	5.25	19	RING	Gold Miners	Inflation	2023-04-14

---

These selected stocks are ideas in the current market environment.

#	%Alloc	Share	Sym	Name	Industry	Date	GPA
1	5.25	2	CDNS	Cadence Design Systems In	Software	2023-04-14	3.96
2	5.25	1	PODD	Insulet Corporation	Medical Equipment, Supplies &	2023-04-14	3.00
3	5.25	0	AVGO	Broadcom Inc	Semiconductors	2023-04-14	3.96
4	5.25	1	SNPS	Synopsys Inc	Software	2023-04-14	3.64
5	5.25	1	MSI	Motorola Solutions Inc	Communications & Networking	2023-04-14	3.64
6	5.25	1	LIN	Linde PLC	Chemicals - Commodity	2023-04-14	3.64
7	5.25	1	MCD	McDonald's Corp	Restaurants & Bars	2023-04-14	3.08
8	5.25	3	WM	Waste Management, Inc.	Environmental Services & Equi	2023-04-14	3.76
9	5.25	0	TMO	Thermo Fisher Scientific	Advanced Medical Equipment &	2023-04-14	3.28
10	5.25	1	AON	Aon PLC	Insurance - Multiline & Broke	2023-04-14	3.16
11	5.00	1	CTAS	Cintas Corporation	Business Support Services	2023-04-14	3.76
12	5.00	3	RSG	Republic Services Inc	Environmental Services & Equi	2023-04-14	3.80
13	5.00	2	AJG	Arthur J. Gallagher & Co.	Insurance - Multiline & Broke	2023-04-14	3.56
14	5.00	3	PGR	Progressive Corp	Insurance - Property & Casual	2023-04-14	2.40



Stats for 2023-04-06 (1st week of the Month)

Stats for 2023-04-06 (1st week of the Month)

List creation date: 2023-04-06

Median MarketCap: 7250

53.6% stocks on Nasdaq; 39.3% stocks on NYSE/Amex

Sector
Technology	33%
Unclassified	21%
Consumer Cyclicals	12%
Industrials	9%
Healthcare	9%
Basic Materials	6%
Consumer Non-Cyclicals	3%
Financials	3%
Utilities	3%

Industry
Unclassified	21%
Software	12%
Online Services	6%
Pharmaceuticals	6%
Semiconductors	6%
Semiconductor Equip	3%
IT Services & Consu	3%
Biotechnology & Med	3%
Telecommunications	3%
Utilities - Electri	3%
Metals & Mining - G	3%
Paper Packaging	3%
Aerospace & Defense	3%
Electrical Componen	3%
Business Support Se	3%
Footwear	3%
Construction Suppli	3%
Leisure & Recreatio	3%
Retailers - Miscell	3%
Food Processing	3%
Corporate Financial	3%

Country
United States	76%
Uruguay	3%
Brazil	3%
Canada	3%
Chile	3%
Colombia	3%
Denmark	3%
Mexico	3%
Netherlands	3%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	PANW	Software	Technology	58760	US	Palo Alto Networks
3.96	CDNS	Software	Technology	56707	US	Cadence Design Systems
3.84	CERT	Software	Technology	3650	US	Certara
3.80	SCPL	Software	Technology	2115	US	SciPlay
3.96	AVGO	Semiconductors	Technology	262249	US	Broadcom
3.96	ADI	Semiconductors	Technology	96299	US	Analog Devices,
3.96	MELI	Online Services	Technology	62825	Uruguay	MercadoLibre
3.84	V	Online Services	Technology	469620	US	Visa
3.88	ASML	Semiconductor Equip	Technology	267646	Netherlands	ASML Holding NV (ADR)
3.96	FTNT	IT Services & Consu	Technology	51082	US	Fortinet
3.92	AMX	Telecommunications	Technology	66417	Mexico	America Movil SAB de CV (ADR)
3.96	CROX	Footwear	Consumer Cyclicals	7631	US	Crocs,
3.96	TGLS	Construction Suppli	Consumer Cyclicals	1918	Colombia	Tecnoglass
3.88	BKNG	Leisure & Recreatio	Consumer Cyclicals	98473	US	Booking Holdings
3.96	ELF	Retailers - Miscell	Consumer Cyclicals	4284	US	elf Beauty
3.80	ERJ	Aerospace & Defense	Industrials	2901	Brazil	Embraer SA (ADR)
3.92	AAON	Electrical Componen	Industrials	5023	US	Aaon
3.96	FOUR	Business Support Se	Industrials	5919	US	Shift4 Payments
3.96	CPRX	Pharmaceuticals	Healthcare	1789	US	Catalyst Pharmaceuticals
3.92	NVO	Pharmaceuticals	Healthcare	275681	Denmark	Novo Nordisk A/S (ADR)
3.96	ARDX	Biotechnology & Med	Healthcare	915	US	Ardelyx
3.80	AGI	Metals & Mining - G	Basic Materials	6870	Canada	Alamos Gold
3.96	GPK	Paper Packaging	Basic Materials	7733	US	Graphic Packaging Holding Comp
3.92	LW	Food Processing	Consumer Non-Cyclicals	14987	US	Lamb Weston Holdings
3.84	FTAI	Corporate Financial	Financials	2631	US	FTAI Aviation Ltd
3.96	ENIC	Utilities - Electri	Utilities	3575	Chile	Enel Chile SA - ADR
na	QQQ	Unclassified	Unclassified	-1	US	QQQ
na	SPY	Unclassified	Unclassified	-1	US	SPY

---

0GPA38TB

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	NVO	Novo Nordisk A/S Adr	NVO		Healthcare	3	$478.1	10.1%	$159.36
46%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	7	$2,226.4	46.9%	$318.05
44%	SPY	SPDR S&P 500	SPY		n.a.	5	$2,046.0	43.1%	$409.19

---

These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	2	SMH	Semiconductors	Early to Mid Cycle	2023-04-06
growth	5.25	3	XLK	Technology Select Sector	Early to Mid Cycle	2023-04-06
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-04-06
growth	5.25	1	QQQ	Growth		2023-04-06
growth	5.00	2	VUG	Large Cap growth		2023-04-06
growth	5.00	10	ONEQ	Nasdaq Index		2023-04-06
growth	4.50	5	XLP	Consumer Staples Select*	Late Cycle to Recession	2023-04-06
growth	4.50	2	VDC	Consumer Staples*	Late Cycle to Recession	2023-04-06
cyclical	5.00	5	VOX	Telecom	Recession	2023-04-06
cyclical	4.50	4	AGG	Bonds*		2023-04-06
cyclical	4.50	4	TIP	Inflation Protected Bond*		2023-04-06
cyclical	5.25	19	RING	Gold Miners	Inflation	2023-04-06
cyclical	5.25	44	SLVP	Global Silver and Metals Miners	Inflation	2023-04-06
cyclical	5.25	22	SLV	Silver	Inflation	2023-04-06
cyclical	5.25	2	GLD	Gold	Inflation	2023-04-06
cyclical	5.25	19	TQQQ	Growth		2023-04-06
cyclical	5.25	8	XLC	Communication Services	Mid Cycle	2023-04-06
cyclical	5.00	8	VGK	Europe		2023-04-06
cyclical	5.00	4	TLT	Long term bonds	Slower Economic Growth	2023-04-06

---

These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	3	XLK	Technology Select Sector	Early to Mid Cycle	2023-04-06
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-04-06
growth	5.25	1	QQQ	Growth		2023-04-06
growth	5.25	6	XLP	Consumer Staples Select*	Late Cycle to Recession	2023-04-06
growth	5.25	2	SMH	Semiconductors	Early to Mid Cycle	2023-04-06
growth	5.25	2	VDC	Consumer Staples*	Late Cycle to Recession	2023-04-06
cyclical	5.25	8	XLC	Communication Services	Mid Cycle	2023-04-06
cyclical	5.25	19	TQQQ	Growth		2023-04-06
cyclical	5.25	4	TIP	Inflation Protected Bond*		2023-04-06
cyclical	5.25	2	GLD	Gold	Inflation	2023-04-06

---

These selected stocks are ideas in the current market environment.

#	%Alloc	Share	Sym	Name	Industry	Date	GPA
1	5.25	2	CDNS	Cadence Design Systems In	Software	2023-04-06	3.96
2	5.25	0	AVGO	Broadcom Inc	Semiconductors	2023-04-06	3.96
3	5.25	1	PODD	Insulet Corporation	Medical Equipment, Supplies &	2023-04-06	3.04
4	5.25	1	SNPS	Synopsys Inc	Software	2023-04-06	3.64
5	5.25	1	LIN	Linde PLC	Chemicals - Commodity	2023-04-06	3.64
6	5.25	1	MSI	Motorola Solutions Inc	Communications & Networking	2023-04-06	3.56
7	5.25	1	MCD	McDonald's Corp	Restaurants & Bars	2023-04-06	3.00
8	5.25	3	PGR	Progressive Corp	Insurance - Property & Casual	2023-04-06	2.84
9	5.25	3	RSG	Republic Services Inc	Environmental Services & Equi	2023-04-06	3.72
10	5.25	3	WM	Waste Management, Inc.	Environmental Services & Equi	2023-04-06	3.64
11	5.00	1	CTAS	Cintas Corporation	Business Support Services	2023-04-06	3.28
12	5.00	0	TMO	Thermo Fisher Scientific	Advanced Medical Equipment &	2023-04-06	3.28
13	5.00	1	AON	Aon PLC	Insurance - Multiline & Broke	2023-04-06	3.16
14	5.00	3	TMUS	T-Mobile Us Inc	Telecommunications Services -	2023-04-06	3.00



Stats for 2023-03-31 (5th week of the Month)

Stats for 2023-03-31 (5th week of the Month)

List creation date: 2023-03-31

Median MarketCap: 26282

65.4% stocks on Nasdaq; 26.9% stocks on NYSE/Amex

Sector
Technology	39%
Unclassified	27%
Healthcare	9%
Consumer Cyclicals	9%
Industrials	6%
Basic Materials	3%
Consumer Non-Cyclicals	3%
Financials	3%

Industry
Unclassified	27%
Semiconductors	15%
Communications & Ne	6%
Pharmaceuticals	6%
Online Services	6%
Telecommunications	3%
Biotechnology & Med	3%
Computer Hardware	3%
IT Services & Consu	3%
Software	3%
Chemicals - Special	3%
Heavy Machinery & V	3%
Electrical Componen	3%
Footwear	3%
Construction Suppli	3%
Leisure & Recreatio	3%
Food Processing	3%
Corporate Financial	3%

Country
United States	82%
Uruguay	3%
Colombia	3%
Denmark	3%
Ireland	3%
Luxembourg	3%
Mexico	3%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	AVGO	Semiconductors	Technology	260786	US	Broadcom
3.96	ADI	Semiconductors	Technology	95692	US	Analog Devices,
3.96	MCHP	Semiconductors	Technology	44300	US	Microchip Technology
3.96	LSCC	Semiconductors	Technology	12880	US	Lattice Semiconductor
3.96	ALGM	Semiconductors	Technology	8936	US	Allegro MicroSystems
3.96	ANET	Communications & Ne	Technology	49789	US	Arista Networks
3.96	NSSC	Communications & Ne	Technology	1364	US	Napco Security Technologies In
3.96	MELI	Online Services	Technology	61560	Uruguay	MercadoLibre
3.96	PANW	Online Services	Technology	58158	US	Palo Alto Networks
3.96	SMCI	Computer Hardware	Technology	5667	US	Super Micro Computer
3.92	FTNT	IT Services & Consu	Technology	50815	US	Fortinet
3.96	CDNS	Software	Technology	56281	US	Cadence Design Systems
3.92	AMX	Telecommunications	Technology	67619	Mexico	America Movil SAB de CV (ADR)
3.96	CROX	Footwear	Consumer Cyclicals	7365	US	Crocs,
3.96	TGLS	Construction Suppli	Consumer Cyclicals	1917	Colombia	Tecnoglass
3.84	BKNG	Leisure & Recreatio	Consumer Cyclicals	96823	US	Booking Holdings
3.92	NVO	Pharmaceuticals	Healthcare	273633	Denmark	Novo Nordisk A/S (ADR)
3.92	CPRX	Pharmaceuticals	Healthcare	1767	US	Catalyst Pharmaceuticals
3.96	ARDX	Biotechnology & Med	Healthcare	966	US	Ardelyx
3.84	PCAR	Heavy Machinery & V	Industrials	37807	US	PACCAR
3.80	TT	Electrical Componen	Industrials	42402	Ireland	Trane Technologies PLC
3.92	OEC	Chemicals - Special	Basic Materials	1543	Luxembourg	Orion Engineered Carbons SA
3.88	LW	Food Processing	Consumer Non-Cyclicals	14757	US	Lamb Weston Holdings
3.84	FTAI	Corporate Financial	Financials	2688	US	FTAI Aviation Ltd
na	QQQ	Unclassified	Unclassified	-1	US	QQQ
na	SPY	Unclassified	Unclassified	-1	US	SPY

---

0GPA38TB

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	NVO	Novo Nordisk A/S Adr	NVO		Healthcare	4	$636.6	10.0%	$159.14
46%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	9	$2,888.4	45.2%	$320.93
44%	SPY	SPDR S&P 500	SPY		n.a.	7	$2,865.7	44.8%	$409.39

---

These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	1	SMH	Semiconductors	Early to Mid Cycle	2023-03-31
growth	5.25	3	XLK	Technology Select Sector	Early to Mid Cycle	2023-03-31
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-03-31
growth	5.25	1	QQQ	Growth		2023-03-31
growth	5.25	2	VUG	Large Cap growth		2023-03-31
growth	5.00	10	ONEQ	Nasdaq Index		2023-03-31
growth	5.00	6	XLP	Consumer Staples Select*	Late Cycle to Recession	2023-03-31
growth	4.50	2	VDC	Consumer Staples*	Late Cycle to Recession	2023-03-31
cyclical	4.50	6	XHB	Homebuilders+		2023-03-31
cyclical	5.00	4	XAR	Aerospace & Defense+		2023-03-31
cyclical	5.00	4	TLT	Long term bonds*	Slower Economic Growth	2023-03-31
cyclical	5.00	4	TIP	Inflation Protected Bond*		2023-03-31
cyclical	5.25	8	VGK	Europe		2023-03-31
cyclical	5.25	9	XLC	Communication Services	Mid Cycle	2023-03-31
cyclical	5.25	23	SLV	Silver	Inflation	2023-03-31
cyclical	5.25	2	XSD	Semiconductor		2023-03-31
cyclical	5.25	2	GLD	Gold	Inflation	2023-03-31

---

These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	1	SMH	Semiconductors	Early to Mid Cycle	2023-03-31
growth	5.25	3	XLK	Technology Select Sector	Early to Mid Cycle	2023-03-31
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-03-31
growth	5.25	1	QQQ	Growth		2023-03-31
growth	5.25	2	VUG	Large Cap growth		2023-03-31
growth	5.25	10	ONEQ	Nasdaq Index		2023-03-31
cyclical	5.25	9	XLC	Communication Services	Mid Cycle	2023-03-31
cyclical	5.25	4	TIP	Inflation Protected Bond*		2023-03-31
cyclical	5.25	2	XSD	Semiconductor		2023-03-31
cyclical	5.25	18	TQQQ	Growth		2023-03-31

---

These selected stocks are ideas in the current market environment.

#	%Alloc	Share	Sym	Name	Industry	Date	GPA
1	5.25	2	CDNS	Cadence Design Systems In	Software	2023-03-31	3.96
2	5.25	1	MPWR	Monolithic Power Systems	Semiconductors	2023-03-31	3.92
3	5.25	1	PODD	Insulet Corporation	Medical Equipment, Supplies &	2023-03-31	2.96
4	5.25	1	MSFT	Microsoft Corp	Software	2023-03-31	3.48
5	5.25	1	SNPS	Synopsys, Inc.	Software	2023-03-31	3.64
6	5.25	1	MSI	Motorola Solutions Inc	Communications & Networking	2023-03-31	3.56
7	5.25	3	PGR	Progressive Corp	Insurance - Property & Casual	2023-03-31	2.76
8	5.25	3	RSG	Republic Services Inc	Environmental Services & Equi	2023-03-31	3.56
9	5.25	1	MCD	McDonald's Corp	Restaurants & Bars	2023-03-31	2.92
10	5.25	1	CTAS	Cintas Corporation	Business Support Services	2023-03-31	3.28
11	5.00	1	KLAC	KLA Corp	Semiconductor Equipment & Tes	2023-03-31	3.88
12	5.00	3	WM	Waste Management, Inc.	Environmental Services & Equi	2023-03-31	3.56
13	5.00	0	TMO	Thermo Fisher Scientific	Advanced Medical Equipment &	2023-03-31	3.16
14	5.00	2	CDW	CDW Corp	IT Services & Consulting	2023-03-31	3.76
15	5.00	1	AON	Aon PLC	Insurance - Multiline & Broke	2023-03-31	2.92