Stats for 2024-01-05 (1st week of the Month)
List creation date: 2024-01-05
Median MarketCap: 6556
40.9% stocks on Nasdaq; 50.0% stocks on NYSE/Amex
| Sector | |
| Unclassified | 39% |
| Financials | 21% |
| Healthcare | 12% |
| Technology | 9% |
| Energy | 9% |
| Industrials | 6% |
| Consumer Cyclicals | 3% |
| Industry | |
| Unclassified | 39% |
| Biotechnology & Med | 9% |
| Banks | 9% |
| Investment Manageme | 6% |
| Oil & Gas - Related | 6% |
| Online Services | 6% |
| Fintech - Blockchai | 3% |
| Oil & Gas - Transpo | 3% |
| Aerospace & Defense | 3% |
| Heavy Machinery & V | 3% |
| Retailers - Apparel | 3% |
| Insurance - Life & | 3% |
| Pharmaceuticals | 3% |
| Corporate Financial | 3% |
| Country | |
| United States | 91% |
| Brazil | 3% |
| Canada | 3% |
| Ireland | 3% |
| GPA | Sym | (0gpaamp5) Industry | Sector | MktCap | Country | Name |
| 3.96 | WFC | Banks | Financials | 176788 | US | Wells Fargo & Co |
| 3.92 | ITUB | Banks | Financials | 61304 | Brazil | Itau Unibanco Holding SA (ADR) |
| 3.88 | JPM | Banks | Financials | 495317 | US | JPMorgan Chase & Co |
| 3.92 | CSWC | Investment Manageme | Financials | 958 | US | Capital Southwest |
| 3.88 | BK | Investment Manageme | Financials | 39838 | US | Bank of New York Mellon |
| 3.88 | FTAI | Corporate Financial | Financials | 4486 | US | FTAI Aviation Ltd |
| 3.80 | MFC | Insurance - Life & | Financials | 39045 | Canada | Manulife Financial (USA) |
| 3.96 | IMGN | Biotechnology & Med | Healthcare | 7896 | US | ImmunoGen, |
| 3.92 | NBIX | Biotechnology & Med | Healthcare | 13041 | US | Neurocrine Biosciences, |
| 3.88 | AZTA | Biotechnology & Med | Healthcare | 3452 | US | Azenta |
| 3.84 | AMRX | Pharmaceuticals | Healthcare | 1796 | US | Amneal Pharmaceuticals |
| 3.96 | TDW | Oil & Gas - Related | Energy | 3664 | US | Tidewater |
| 3.92 | AROC | Oil & Gas - Related | Energy | 2378 | US | Archrock |
| 3.96 | LPG | Oil & Gas - Transpo | Energy | 1850 | US | Dorian LPG Ltd |
| 3.96 | PDD | Online Services | Technology | 197893 | Ireland | PDD Holdings - ADR |
| 3.84 | META | Online Services | Technology | 885241 | US | Meta Platforms |
| 3.92 | MARA | Fintech - Blockchai | Technology | 5217 | US | Marathon Digital Holdings |
| 3.96 | HWM | Aerospace & Defense | Industrials | 21724 | US | Howmet Aerospace |
| 3.96 | WAB | Heavy Machinery & V | Industrials | 22338 | US | Westinghouse Air Brake Technol |
| 3.96 | ANF | Retailers - Apparel | Consumer Cyclicals | 4474 | US | Abercrombie & Fitch Co |
| 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% | MSFT | MICROSOFT CORP | MSFT | | Technology | 3 | $1,103.3 | 11.0% | $367.75 |
| 10% | NOW | Servicenow Inc | NOW | | Technology | 1 | $676.2 | 6.8% | $676.16 |
| 10% | NVDA | NVIDIA CORP | NVDA | | Technology | 2 | $981.9 | 9.8% | $490.97 |
| 11% | NVO | Novo Nordisk A/S Adr | NVO | | Healthcare | 10 | $1,059.8 | 10.6% | $105.98 |
| 10% | PDD | Pinduoduo Inc | PDD | | Technology | 7 | $1,025.7 | 10.3% | $146.53 |
| 15% | QQQ | Powershrs Qqq Trust Sr 1 | QQQ | | n.a. | 4 | $1,587.0 | 15.9% | $396.75 |
| 15% | SPY | SPDR S&P 500 | SPY | | n.a. | 3 | $1,403.8 | 14.0% | $467.92 |
| 0% | JPM | J P MORGAN CHASE & CO | JPM | added | Financials | 0 | $0.0 | 0.0% | $172.27 |
| 0% | META | | META | added | Technology | 0 | $0.0 | 0.0% | $351.95 |
| 10% | V | VISA INC CL A | | removed | Technology | 4 | $1,038.8 | 10.4% | $259.69 |
| 9% | ADBE | ADOBE SYSTEMS INC | | removed | Technology | 2 | $1,129.2 | 11.3% | $564.6 |
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 | XSD | Semiconductor* | | 2024-01-05 |
| cyclical | 5.00 | 6 | XTN | Transportation* | Mid to Late cycle | 2024-01-05 |
| cyclical | 5.00 | 6 | XTL | Telecom* | | 2024-01-05 |
| cyclical | 5.00 | 4 | IJR | Small Cap* | | 2024-01-05 |
| cyclical | 5.00 | 3 | VXF | Extended Market* | | 2024-01-05 |
| cyclical | 5.00 | 2 | IWM | Small Cap* | | 2024-01-05 |
| cyclical | 4.50 | 5 | VNQ | REITS* | Early to Mid Cycle
| 2024-01-05 |
| cyclical | 4.50 | 2 | VB | Small Cap* | | 2024-01-05 |
| cyclical | 4.50 | 2 | VBR | Small Cap Value* | | 2024-01-05 |
| cyclical | 4.50 | 10 | XPH | Pharmaceuticals* | Late Cycle to Recession
| 2024-01-05 |
| cyclical | 5.25 | 11 | KBE | Bank | | 2024-01-05 |
| cyclical | 5.25 | 5 | XHB | Homebuilders | | 2024-01-05 |
| cyclical | 5.25 | 11 | TQQQ | Growth | | 2024-01-05 |
| cyclical | 5.25 | 9 | XME | Metals and Mining | Late Cycle to Recession
| 2024-01-05 |
| cyclical | 5.25 | 7 | XRT | Retail | Mid to Early Cycle | 2024-01-05 |
| cyclical | 5.25 | 3 | XSW | Software & Services | | 2024-01-05 |
| cyclical | 5.25 | 5 | VFH | Financials | Mid and Early Cycle
| 2024-01-05 |
| cyclical | 5.25 | 5 | XBI | Biotech* | Early to Mid Cycle
| 2024-01-05 |
| cyclical | 5.25 | 10 | UPRO | SP500* | | 2024-01-05 |
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 |
|---|
| cyclical | 5.25 | 5 | XHB | Homebuilders | | 2024-01-05 |
| cyclical | 5.25 | 10 | UPRO | SP500* | | 2024-01-05 |
| cyclical | 5.25 | 5 | XBI | Biotech* | Early to Mid Cycle
| 2024-01-05 |
| cyclical | 5.25 | 11 | KBE | Bank | | 2024-01-05 |
| cyclical | 5.25 | 6 | XTL | Telecom* | | 2024-01-05 |
| cyclical | 5.25 | 3 | VXF | Extended Market* | | 2024-01-05 |
| cyclical | 5.25 | 6 | VNQ | REITS* | Early to Mid Cycle
| 2024-01-05 |
| cyclical | 5.25 | 11 | TQQQ | Growth | | 2024-01-05 |
| cyclical | 5.25 | 2 | VBR | Small Cap Value* | | 2024-01-05 |
| cyclical | 5.25 | 2 | VB | Small Cap* | | 2024-01-05 |
These selected stocks are ideas in the current market environment. Weekly and Monthly Fract better than SPY. * means Wkly fast and slow Fract individually, stronger then SPY.
| # | %Alloc | Share | Sym | Name | Industry | Date | GPA |
|---|
| 1 | 5.25 | 0 | *AVGO | Broadcom Inc | Semiconductors | 2024-01-05 | 3.76 |
| 2 | 5.25 | 2 | *PWR | Quanta Services Inc | Construction & Engineering | 2024-01-05 | 3.80 |
| 3 | 5.25 | 0 | *COST | Costco Wholesale Corporat | Retailers - Discount Stores | 2024-01-05 | 3.64 |
| 4 | 5.25 | 0 | *CTAS | Cintas Corporation | Business Support Services | 2024-01-05 | 3.52 |
| 5 | 5.25 | 0 | KLAC | KLA Corp | Semiconductor Equipment & Tes | 2024-01-05 | 3.08 |
| 6 | 5.25 | 3 | PGR | Progressive Corp | Insurance - Property & Casual | 2024-01-05 | 3.60 |
| 7 | 5.25 | 2 | *ETN | Eaton Corporation PLC | Electrical Components & Equip | 2024-01-05 | 3.84 |
| 8 | 5.25 | 0 | *LLY | Eli Lilly And Co | Pharmaceuticals | 2024-01-05 | 3.48 |
| 9 | 5.25 | 9 | *HWM | Howmet Aerospace Inc | Aerospace & Defense | 2024-01-05 | 3.96 |
| 10 | 5.25 | 3 | *RSG | Republic Services Inc | Environmental Services & Equi | 2024-01-05 | 3.44 |
| 11 | 5.00 | 1 | *CDNS | Cadence Design Systems In | Software | 2024-01-05 | 3.68 |
| 12 | 5.00 | 1 | *SNPS | Synopsys Inc | Software | 2024-01-05 | 3.52 |
| 13 | 5.00 | 1 | NVDA | NVIDIA Corp | Semiconductors | 2024-01-05 | 3.96 |
| 14 | 5.00 | 0 | *BRK.A | Berkshire Hathaway Inc | Consumer Goods Conglomerates | 2024-01-05 | 2.56 |
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