Stats for 2024-07-26 (4th week of the Month)

Stats for 2024-07-26 (4th week of the Month)

List creation date: 2024-07-26

Median MarketCap: 5776

41.4% stocks on Nasdaq; 51.7% stocks on NYSE/Amex

Sector
Financials	27%
Unclassified	18%
Healthcare	15%
Technology	12%
Energy	9%
Industrials	9%
Consumer Cyclicals	9%

Industry
Unclassified	18%
Biotechnology & Med	9%
Insurance - Multili	9%
Banks	9%
Casinos & Gaming	6%
Oil & Gas - Related	6%
Investment Manageme	6%
Software	6%
Communications & Ne	3%
IT Services & Consu	3%
Oil & Gas - Explora	3%
Medical Equipment,	3%
Pharmaceuticals	3%
Heavy Machinery & V	3%
Environmental Servi	3%
Professional Inform	3%
Retailers - Apparel	3%
Consumer Lending	3%

Country
United States	94%
Japan	3%
Brazil	3%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	AX	Banks	Financials	4154	US	Axos Financial
3.96	INTR	Banks	Financials	3082	Brazil	Inter & Co
3.84	SMFG	Banks	Financials	92340	Japan	Sumitomo Mitsui Financial Grou
3.96	RYAN	Insurance - Multili	Financials	15265	US	Ryan Specialty Holdings
3.88	BRO	Insurance - Multili	Financials	27830	US	Brown & Brown,
3.80	AJG	Insurance - Multili	Financials	59939	US	Arthur J. Gallagher &
3.96	HLNE	Investment Manageme	Financials	7543	US	Hamilton Lane
3.84	KKR	Investment Manageme	Financials	102699	US	KKR & Co
3.96	COOP	Consumer Lending	Financials	5607	US	Mr Cooper Group
3.96	UTHR	Biotechnology & Med	Healthcare	14708	US	United Therapeuticsoratio
3.96	HALO	Biotechnology & Med	Healthcare	7019	US	Halozyme Therapeutics,
3.92	VRTX	Biotechnology & Med	Healthcare	126653	US	Vertex Pharmaceuticalsorpo
3.96	LNTH	Medical Equipment,	Healthcare	7878	US	Lantheus Holdings
3.80	EBS	Pharmaceuticals	Healthcare	724	US	Emergent Biosolutions
3.96	IMMR	Software	Technology	424	US	Immersion
3.92	VERX	Software	Technology	5852	US	Vertex
3.96	NSSC	Communications & Ne	Technology	2015	US	Napco Security Technologies In
3.88	AVPT	IT Services & Consu	Technology	1972	US	AvePoint
3.88	WHD	Oil & Gas - Related	Energy	4549	US	Cactus
3.84	OII	Oil & Gas - Related	Energy	2580	US	Oceaneering International
3.96	EGY	Oil & Gas - Explora	Energy	724	US	VAALCO Energy,
3.96	FSS	Heavy Machinery & V	Industrials	5776	US	Federal Signal
3.80	ARIS	Environmental Servi	Industrials	946	US	Aris Water Solutions
3.84	MCO	Professional Inform	Industrials	78997	US	Moody's
3.96	RSI	Casinos & Gaming	Consumer Cyclicals	2260	US	Rush Street Interactive
3.80	LNW	Casinos & Gaming	Consumer Cyclicals	9247	US	Light & Wonder
3.84	BURL	Retailers - Apparel	Consumer Cyclicals	15726	US	Burlington Stores
na	QQQ	Unclassified	Unclassified	-1	US	QQQ
na	SPY	Unclassified	Unclassified	-1	US	SPY

---

0GPA38TB (* means Wkly fast and slow Fract individually, stronger then SPY).

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
11%	*VRTX	VERTEX PHARMACEUTICALS	VRTX		Healthcare	2	$990.5	10.8%	$495.26
11%	SPY	SPDR S&P 500	SPY		n.a.	2	$1,088.9	11.9%	$544.44
10%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	2	$925.9	10.1%	$462.97
0%	KKR	K K R & Co Lp	KKR	added	Financials	0	$0.0	0.0%	$118.51
10%	GOOGL	Alphabet Inc Cl A		removed	Technology	5	$835.0	9.1%	$167
10%	*ANET	Arista Networks Inc		removed	Technology	3	$957.6	10.4%	$319.21
9%	TSM	TAIWAN SEMICONDUCTOR ADR		removed	Technology	5	$809.7	8.8%	$161.94
10%	*NVDA	NVIDIA CORP		removed	Technology	8	$904.5	9.9%	$113.06
11%	*BSX	BOSTON SCIENTIFIC CORP		removed	Healthcare	13	$974.0	10.6%	$74.92
9%	*LLY	LILLY ELI & CO		removed	Healthcare	1	$804.6	8.8%	$804.62
10%	NVO	Novo Nordisk A/S Adr		removed	Healthcare	7	$887.1	9.7%	$126.73

---

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	8	TQQQ	Growth		2024-07-26
growth	5.25	0	VGT	Information Technology	Early to Mid Cycle	2024-07-26
growth	5.25	7	ONEQ	Nasdaq Index		2024-07-26
growth	5.25	1	VUG	Large Cap growth		2024-07-26
growth	5.25	2	SMH	Semiconductors+	Early to Mid Cycle	2024-07-26
growth	4.50	2	XLY	Consumer Discretionary*	Early Cycle	2024-07-26
cyclical	4.50	4	VFH	Financials*	Mid and Early Cycle	2024-07-26
cyclical	5.00	5	XTL	Telecom*		2024-07-26
cyclical	5.00	2	IWM	Small Cap*		2024-07-26
cyclical	5.00	4	XHB	Homebuilders*		2024-07-26
cyclical	5.00	5	VNQ	REITS*	Early to Mid Cycle	2024-07-26
cyclical	5.00	4	IJR	Small Cap*		2024-07-26
cyclical	5.25	9	KBE	Bank*		2024-07-26
cyclical	5.25	5	XBI	Biotech*	Early to Mid Cycle	2024-07-26
cyclical	5.25	9	INDA	India		2024-07-26
cyclical	5.25	17	RING	Gold Miners	Inflation	2024-07-26
cyclical	5.25	6	UPRO	SP500		2024-07-26

---

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	7	ONEQ	Nasdaq Index		2024-07-26
cyclical	5.25	6	XTL	Telecom*		2024-07-26
cyclical	5.25	5	XBI	Biotech*	Early to Mid Cycle	2024-07-26
cyclical	5.25	9	INDA	India		2024-07-26
cyclical	5.25	9	KBE	Bank*		2024-07-26
cyclical	5.25	2	IWM	Small Cap*		2024-07-26
cyclical	5.25	5	VNQ	REITS*	Early to Mid Cycle	2024-07-26
cyclical	5.25	4	IJR	Small Cap*		2024-07-26
cyclical	5.25	4	XHB	Homebuilders*		2024-07-26
cyclical	5.25	4	VFH	Financials*	Mid and Early Cycle	2024-07-26

---

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	Ver
1	7.72	2.7	*AJG	Arthur J. Gallagher & Co.	Insurance - Multiline & Broke	2024-07-26	3.80	2,3,4
2	7.69	12.0	*APH	Amphenol Corporation	Electronic Equipment & Parts	2024-07-26	3.28	2,3,4
3	7.69	5.1	*AVGO	Broadcom Inc	Semiconductors	2024-07-26	2.56	2,3,4
4	7.69	7.8	*BRO	Brown & Brown, Inc.	Insurance - Multiline & Broke	2024-07-26	3.88	2,3,4
5	5.13	6.8	*BSX	Boston Scientific Corpora	Advanced Medical Equipment &	2024-07-26	3.64	2,4
6	7.69	0.9	*COST	Costco Wholesale Corporat	Retailers - Discount Stores	2024-07-26	3.28	2,3,4
7	5.13	0.7	*CTAS	Cintas Corp	Business Support Services	2024-07-26	3.72	2,4
9	7.69	1.0	*KLAC	KLA Corp	Semiconductor Equipment & Tes	2024-07-26	2.44	2,3,4
10	2.56	1.2	*MMC	Marsh & McLennan Companie	Insurance - Multiline & Broke	2024-07-26	3.24	4
12	7.69	2.0	*MSI	Motorola Solutions Inc	Communications & Networking	2024-07-26	3.32	2,3,4
13	7.69	6.8	*NVDA	NVIDIA Corp	Semiconductors	2024-07-26	3.68	2,3,4
14	7.69	3.6	*PGR	Progressive Corp	Insurance - Property & Casual	2024-07-26	3.72	2,3,4
15	7.69	4.0	*RSG	Republic Services Inc	Environmental Services & Equi	2024-07-26	3.04	2,3,4
8	7.69	0.5	FICO	Fair Isaac Corp	Software	2024-07-26	3.48	2,3,4
11	2.56	0.6	MSFT	Microsoft Corp	Software	2024-07-26	3.28	4



Stats for 2024-07-19 (3rd week of the Month)

Stats for 2024-07-19 (3rd week of the Month)

List creation date: 2024-07-19

Median MarketCap: 6009

65.6% stocks on Nasdaq; 28.1% stocks on NYSE/Amex

Sector
Technology	30%
Financials	18%
Healthcare	15%
Consumer Cyclicals	12%
Unclassified	9%
Industrials	9%
Energy	6%

Industry
Unclassified	9%
Fintech - Blockchai	9%
Biotechnology & Med	9%
Semiconductors	6%
Banks	6%
Investment Manageme	6%
Insurance - Propert	6%
Software	6%
Fintech	3%
Advanced Medical Eq	3%
Medical Equipment,	3%
Communications & Ne	3%
IT Services & Consu	3%
Oil & Gas - Explora	3%
Oil & Gas - Related	3%
Aerospace & Defense	3%
Environmental Servi	3%
Airlines	3%
Hotels, Motels & Cr	3%
Casinos & Gaming	3%
Retailers - Discoun	3%
Retailers - Apparel	3%

Country
United States	97%
Brazil	3%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	BTBT	Fintech - Blockchai	Technology	493	US	Bit Digital
3.84	CIFR	Fintech - Blockchai	Technology	2102	US	Cipher Mining
3.80	WULF	Fintech - Blockchai	Technology	1971	US	Terawulf
3.84	NVDA	Semiconductors	Technology	2902554	US	NVIDIA
3.84	OLED	Semiconductors	Technology	10669	US	Universal Display
3.96	PLTR	Software	Technology	62843	US	Palantir Technologies
3.96	VERX	Software	Technology	5809	US	Vertex
3.92	NSSC	Communications & Ne	Technology	1986	US	Napco Security Technologies In
3.96	AVPT	IT Services & Consu	Technology	1946	US	AvePoint
3.96	HOOD	Fintech	Technology	21250	US	Robinhood Markets
3.96	NU	Banks	Financials	63006	Brazil	Nu Holdings Ltd
3.96	AX	Banks	Financials	4065	US	Axos Financial
3.92	HLNE	Investment Manageme	Financials	7702	US	Hamilton Lane
3.84	KKR	Investment Manageme	Financials	100969	US	KKR & Co
3.96	NMIH	Insurance - Propert	Financials	3039	US	NMI Holdings
3.88	ROOT	Insurance - Propert	Financials	1183	US	Root
3.96	UTHR	Biotechnology & Med	Healthcare	14701	US	United Therapeuticsoratio
3.96	HALO	Biotechnology & Med	Healthcare	6968	US	Halozyme Therapeutics,
3.92	VRTX	Biotechnology & Med	Healthcare	126026	US	Vertex Pharmaceuticalsorpo
3.92	TMDX	Advanced Medical Eq	Healthcare	4915	US	TransMedics Group
3.96	LNTH	Medical Equipment,	Healthcare	8429	US	Lantheus Holdings
3.96	RCL	Hotels, Motels & Cr	Consumer Cyclicals	42324	US	Royal Caribbean Cruises Ltd
3.96	RSI	Casinos & Gaming	Consumer Cyclicals	2255	US	Rush Street Interactive
3.92	OLLI	Retailers - Discoun	Consumer Cyclicals	6209	US	Ollie's Bargain Outlet Holding
3.84	BURL	Retailers - Apparel	Consumer Cyclicals	15746	US	Burlington Stores
3.92	DRS	Aerospace & Defense	Industrials	7360	US	Leonardo DRS
3.84	ARIS	Environmental Servi	Industrials	968	US	Aris Water Solutions
3.80	SKYW	Airlines	Industrials	3389	US	SkyWest
3.92	EGY	Oil & Gas - Explora	Energy	722	US	VAALCO Energy,
3.88	WFRD	Oil & Gas - Related	Energy	9404	US	Weatherford International plc
na	QQQ	Unclassified	Unclassified	-1	US	QQQ
na	SPY	Unclassified	Unclassified	-1	US	SPY

---

0GPA38TB (* means Wkly fast and slow Fract individually, stronger then SPY).

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
11%	*VRTX	VERTEX PHARMACEUTICALS	VRTX		Healthcare	2	$983.1	9.8%	$491.57
10%	SPY	SPDR S&P 500	SPY		n.a.	2	$1,098.0	11.0%	$548.99
10%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	2	$950.5	9.5%	$475.24
10%	*ANET	Arista Networks Inc	ANET		Technology	3	$991.7	9.9%	$330.56
0%	KKR	K K R & Co Lp	KKR	added	Financials	0	$0.0	0.0%	$115.15
10%	GOOGL	Alphabet Inc Cl A		removed	Technology	6	$1,066.0	10.6%	$177.66
9%	TSM	TAIWAN SEMICONDUCTOR ADR		removed	Technology	6	$994.6	9.9%	$165.77
10%	*NVDA	NVIDIA CORP		removed	Technology	8	$943.4	9.4%	$117.93
11%	*BSX	BOSTON SCIENTIFIC CORP		removed	Healthcare	14	$1,085.8	10.8%	$77.56
10%	*LLY	LILLY ELI & CO		removed	Healthcare	1	$857.5	8.6%	$857.47
10%	NVO	Novo Nordisk A/S Adr		removed	Healthcare	8	$1,052.3	10.5%	$131.54

---

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	7	TQQQ	Growth		2024-07-19
growth	5.25	2	SMH	Semiconductors	Early to Mid Cycle	2024-07-19
growth	5.25	0	VGT	Information Technology	Early to Mid Cycle	2024-07-19
growth	5.25	7	ONEQ	Nasdaq Index		2024-07-19
growth	5.25	1	VUG	Large Cap growth		2024-07-19
growth	5.25	1	QQQ	Growth		2024-07-19
growth	5.25	2	XLK	Technology Select Sector	Early to Mid Cycle	2024-07-19
growth	5.00	0	SPY	SP500		2024-07-19
growth	5.00	2	XLY	Consumer Discretionary*	Early Cycle	2024-07-19
growth	4.50	2	MTUM	BlackRock Momentum+		2024-07-19
growth	4.50	1	VTI	Total Stock Market+*		2024-07-19
cyclical	4.50	5	XTL	Telecom*		2024-07-19
cyclical	4.50	2	GLD	Gold+	Inflation	2024-07-19
cyclical	4.50	8	KBE	Bank*		2024-07-19
cyclical	5.00	38	SLVP	Global Silver and Metals Miners+	Inflation	2024-07-19
cyclical	5.00	18	SLV	Silver+	Inflation	2024-07-19
cyclical	5.25	9	INDA	India		2024-07-19
cyclical	5.00	2	XSD	Semiconductor		2024-07-19
cyclical	5.25	17	RING	Gold Miners	Inflation	2024-07-19
cyclical	5.25	6	UPRO	SP500		2024-07-19

---

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	0	SPY	SP500		2024-07-19
growth	5.25	1	VTI	Total Stock Market+*		2024-07-19
growth	5.25	7	ONEQ	Nasdaq Index		2024-07-19
growth	5.25	0	VGT	Information Technology	Early to Mid Cycle	2024-07-19
growth	5.25	1	VUG	Large Cap growth		2024-07-19
cyclical	5.25	10	KBE	Bank*		2024-07-19
cyclical	5.25	5	XBI	Biotech*	Early to Mid Cycle	2024-07-19
cyclical	5.25	6	UPRO	SP500		2024-07-19
cyclical	5.25	9	INDA	India		2024-07-19
cyclical	5.25	6	XTL	Telecom*		2024-07-19

---

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	Ver
1	2.59	1.0	*AJG	Arthur J. Gallagher & Co.	Insurance - Multiline & Broke	2024-07-19	3.64	4
2	7.69	12.0	*APH	Amphenol Corporation	Electronic Equipment & Parts	2024-07-19	3.32	2,3,4
3	7.69	4.9	*AVGO	Broadcom Inc	Semiconductors	2024-07-19	3.12	2,3,4
4	7.69	8.3	*BRO	Brown & Brown, Inc.	Insurance - Multiline & Broke	2024-07-19	3.72	2,3,4
5	5.13	6.6	*BSX	Boston Scientific Corpora	Advanced Medical Equipment &	2024-07-19	3.88	2,4
6	7.69	0.9	*COST	Costco Wholesale Corporat	Retailers - Discount Stores	2024-07-19	3.52	2,3,4
7	5.13	0.7	*CTAS	Cintas Corp	Business Support Services	2024-07-19	3.84	2,4
9	7.69	1.0	*KLAC	KLA Corp	Semiconductor Equipment & Tes	2024-07-19	2.40	2,3,4
10	2.56	0.3	*LLY	Eli Lilly And Co	Pharmaceuticals	2024-07-19	3.56	4
11	2.56	1.2	*MMC	Marsh & McLennan Companie	Insurance - Multiline & Broke	2024-07-19	3.36	4
13	7.69	2.0	*MSI	Motorola Solutions Inc	Communications & Networking	2024-07-19	3.36	2,3,4
14	7.69	6.5	*NVDA	NVIDIA Corp	Semiconductors	2024-07-19	3.84	2,3,4
15	7.69	3.5	*PGR	Progressive Corp	Insurance - Property & Casual	2024-07-19	3.76	2,3,4
16	7.69	3.8	*RSG	Republic Services Inc	Environmental Services & Equi	2024-07-19	3.56	2,3,4
8	7.69	0.5	FICO	Fair Isaac Corp	Software	2024-07-19	3.52	2,3,4
12	5.13	1.2	MSFT	Microsoft Corp	Software	2024-07-19	3.52	2,4



Stats for 2024-07-12 (2nd week of the Month)

Stats for 2024-07-12 (2nd week of the Month)

List creation date: 2024-07-12

Median MarketCap: 9629

69.7% stocks on Nasdaq; 30.3% stocks on NYSE/Amex

Sector
Technology	45%
Healthcare	27%
Industrials	12%
Consumer Cyclicals	12%
Financials	3%

Industry
Biotechnology & Med	15%
Semiconductors	9%
Software	9%
Pharmaceuticals	9%
Fintech - Blockchai	6%
Communications & Ne	6%
Aerospace & Defense	6%
Electrical Componen	3%
Airlines	3%
Hotels, Motels & Cr	3%
Casinos & Gaming	3%
Retailers - Discoun	3%
Retailers - Apparel	3%
Banks	3%
Medical Equipment,	3%
Electronic Equipmen	3%
IT Services & Consu	3%
Semiconductor Equip	3%
Online Services	3%
Fintech	3%

Country
United States	88%
Brazil	3%
Canada	3%
Israel	3%
Taiwan	3%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.92	TSM	Semiconductors	Technology	859678	Taiwan	Taiwan Semiconductor Mfg.
3.88	NVDA	Semiconductors	Technology	3134040	US	NVIDIA
3.88	OLED	Semiconductors	Technology	10536	US	Universal Display
3.96	PLTR	Software	Technology	61551	US	Palantir Technologies
3.92	VERX	Software	Technology	5679	US	Vertex
3.88	TTD	Software	Technology	48213	US	Trade Desk
3.96	ANET	Communications & Ne	Technology	112682	US	Arista Networks
3.96	NSSC	Communications & Ne	Technology	1975	US	Napco Security Technologies In
3.84	WULF	Fintech - Blockchai	Technology	1586	US	Terawulf
3.80	CIFR	Fintech - Blockchai	Technology	1352	US	Cipher Mining
3.92	CAMT	Semiconductor Equip	Technology	5836	Israel	Camtek Ltd
3.96	CLS	Electronic Equipmen	Technology	7054	Canada	Celestica
3.96	AVPT	IT Services & Consu	Technology	1892	US	AvePoint
3.88	GOOGL	Online Services	Technology	2302992	US	Alphabet
3.96	HOOD	Fintech	Technology	19370	US	Robinhood Markets
3.96	SRPT	Biotechnology & Med	Healthcare	14378	US	Sarepta Therapeutics
3.96	UTHR	Biotechnology & Med	Healthcare	14366	US	United Therapeuticsoratio
3.96	HALO	Biotechnology & Med	Healthcare	6723	US	Halozyme Therapeutics,
3.92	VRTX	Biotechnology & Med	Healthcare	126996	US	Vertex Pharmaceuticalsorpo
3.80	BPMC	Biotechnology & Med	Healthcare	7376	US	Blueprint Medicines
3.92	EBS	Pharmaceuticals	Healthcare	518	US	Emergent Biosolutions
3.88	ADMA	Pharmaceuticals	Healthcare	2854	US	ADMA Biologics
3.84	LLY	Pharmaceuticals	Healthcare	887812	US	Eli Lilly And Co
3.96	LNTH	Medical Equipment,	Healthcare	8568	US	Lantheus Holdings
3.96	HEI	Aerospace & Defense	Industrials	27323	US	Heico
3.92	DRS	Aerospace & Defense	Industrials	7021	US	Leonardo DRS
3.80	AMSC	Electrical Componen	Industrials	1076	US	American Superconductoror
3.88	SKYW	Airlines	Industrials	3366	US	SkyWest
3.96	RCL	Hotels, Motels & Cr	Consumer Cyclicals	41994	US	Royal Caribbean Cruises Ltd
3.92	LNW	Casinos & Gaming	Consumer Cyclicals	9629	US	Light & Wonder
3.92	OLLI	Retailers - Discoun	Consumer Cyclicals	6185	US	Ollie's Bargain Outlet Holding
3.84	BURL	Retailers - Apparel	Consumer Cyclicals	16126	US	Burlington Stores
3.96	NU	Banks	Financials	63149	Brazil	Nu Holdings Ltd

---

0GPA38TB (* means Wkly fast and slow Fract individually, stronger then SPY).

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	*ANET	Arista Networks Inc	ANET		Technology	3	$1,085.7	10.8%	$361.9
10%	*BSX	BOSTON SCIENTIFIC CORP	BSX		Healthcare	13	$1,010.0	10.1%	$77.69
10%	GOOGL	Alphabet Inc Cl A	GOOGL		Technology	5	$925.4	9.2%	$185.07
10%	*LLY	LILLY ELI & CO	LLY		Healthcare	1	$948.4	9.5%	$948.4
10%	*NVDA	NVIDIA CORP	NVDA		Technology	8	$1,033.9	10.3%	$129.24
10%	NVO	Novo Nordisk A/S Adr	NVO		Healthcare	7	$994.6	9.9%	$142.08
10%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	2	$989.6	9.9%	$494.82
10%	SPY	SPDR S&P 500	SPY		n.a.	2	$1,120.0	11.2%	$559.99
10%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM		Technology	5	$936.8	9.3%	$187.35
10%	*VRTX	VERTEX PHARMACEUTICALS	VRTX		Healthcare	2	$977.5	9.8%	$488.74

---

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	0	VGT	Information Technology	Early to Mid Cycle	2024-07-12
growth	5.25	1	VUG	Large Cap growth		2024-07-12
growth	5.25	2	XLK	Technology Select Sector	Early to Mid Cycle	2024-07-12
growth	5.25	7	ONEQ	Nasdaq Index		2024-07-12
growth	5.25	1	QQQ	Growth		2024-07-12
growth	5.25	2	MTUM	BlackRock Momentum		2024-07-12
growth	5.00	0	SPY	SP500		2024-07-12
growth	4.50	2	XLY	Consumer Discretionary*	Early Cycle	2024-07-12
growth	5.25	6	TQQQ	Growth		2024-07-12
growth	5.25	1	SMH	Semiconductors	Early to Mid Cycle	2024-07-12
growth	4.50	1	VTI	Total Stock Market+*		2024-07-12
cyclical	5.25	6	UPRO	SP500		2024-07-12
cyclical	4.50	2	GLD	Gold+	Inflation	2024-07-12
cyclical	4.50	5	XLC	Communication Services+*	Mid Cycle	2024-07-12
cyclical	4.50	3	VOX	Communication Services+*	Mid Cycle	2024-07-12
cyclical	5.00	37	SLVP	Global Silver and Metals Miners+	Inflation	2024-07-12
cyclical	5.00	16	RING	Gold Miners+	Inflation	2024-07-12
cyclical	5.00	17	SLV	Silver+	Inflation	2024-07-12
cyclical	5.00	8	INDA	India*		2024-07-12
cyclical	5.25	1	XSD	Semiconductor		2024-07-12

---

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	7	ONEQ	Nasdaq Index		2024-07-12
growth	5.25	1	VTI	Total Stock Market+*		2024-07-12
growth	5.25	1	VUG	Large Cap growth		2024-07-12
growth	5.25	0	VGT	Information Technology	Early to Mid Cycle	2024-07-12
growth	5.25	1	QQQ	Growth		2024-07-12
growth	5.25	1	SMH	Semiconductors	Early to Mid Cycle	2024-07-12
growth	5.25	6	TQQQ	Growth		2024-07-12
growth	5.25	0	SPY	SP500		2024-07-12
cyclical	5.25	6	UPRO	SP500		2024-07-12
cyclical	5.25	1	XSD	Semiconductor		2024-07-12

---

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	Ver
1	2.20	0.8	*AJG	Arthur J. Gallagher & Co.	Insurance - Multiline & Broke	2024-07-12	3.76	4
2	6.52	9.3	*APH	Amphenol Corporation	Electronic Equipment & Parts	2024-07-12	3.48	2,3,4
3	6.52	0.4	*AVGO	Broadcom Inc	Semiconductors	2024-07-12	3.28	2,3,4
4	6.52	7.0	*BRO	Brown & Brown, Inc.	Insurance - Multiline & Broke	2024-07-12	3.84	2,3,4
5	4.35	5.6	*BSX	Boston Scientific Corpora	Advanced Medical Equipment &	2024-07-12	3.92	2,4
6	2.17	0.7	*CDNS	Cadence Design Systems In	Software	2024-07-12	3.64	4
7	6.52	0.8	*COST	Costco Wholesale Corporat	Retailers - Discount Stores	2024-07-12	3.60	2,3,4
8	4.35	0.6	*CTAS	Cintas Corp	Business Support Services	2024-07-12	3.68	2,4
10	6.52	0.8	*KLAC	KLA Corp	Semiconductor Equipment & Tes	2024-07-12	2.88	2,3,4
11	6.52	0.7	*LLY	Eli Lilly And Co	Pharmaceuticals	2024-07-12	3.84	2,3,4
12	2.17	1.0	*MMC	Marsh & McLennan Companie	Insurance - Multiline & Broke	2024-07-12	3.48	4
14	6.52	1.7	*MSI	Motorola Solutions Inc	Communications & Networking	2024-07-12	3.52	2,3,4
15	6.52	5.0	*NVDA	NVIDIA Corp	Semiconductors	2024-07-12	3.88	2,3,4
16	6.52	3.1	*PGR	Progressive Corp	Insurance - Property & Casual	2024-07-12	3.76	2,3,4
17	6.52	3.3	*RSG	Republic Services Inc	Environmental Services & Equi	2024-07-12	3.68	2,3,4
18	2.17	0.4	*SNPS	Synopsys Inc	Software	2024-07-12	3.88	4
19	2.17	0.2	*TDG	TransDigm Group Inc	Aerospace & Defense	2024-07-12	2.80	4
9	6.52	0.4	FICO	Fair Isaac Corp	Software	2024-07-12	3.60	2,3,4
13	4.35	1.0	MSFT	Microsoft Corp	Software	2024-07-12	3.80	2,4
20	4.35	2.0	WM	Waste Management, Inc.	Environmental Services & Equi	2024-07-12	3.52	2,4



Stats for 2024-07-05 (1st week of the Month)

Stats for 2024-07-05 (1st week of the Month)

List creation date: 2024-07-05

Median MarketCap: 14063

66.7% stocks on Nasdaq; 33.3% stocks on NYSE/Amex

Sector
Technology	49%
Healthcare	20%
Industrials	13%
Consumer Cyclicals	13%
Consumer Non-Cyclicals	3%
Energy	3%

Industry
Software	10%
Online Services	10%
Fintech - Blockchai	8%
Pharmaceuticals	8%
Biotechnology & Med	8%
Semiconductors	5%
Advanced Medical Eq	5%
Communications & Ne	5%
Aerospace & Defense	5%
Electrical Componen	3%
Business Support Se	3%
Airlines	3%
Hotels, Motels & Cr	3%
Casinos & Gaming	3%
Advertising & Marke	3%
Retailers - Discoun	3%
Retailers - Apparel	3%
Food Processing	3%
Electronic Equipmen	3%
IT Services & Consu	3%
Oil & Gas - Refinin	3%
Semiconductor Equip	3%
Fintech	3%

Country
United States	84%
Australia	3%
Canada	3%
Denmark	3%
Israel	3%
Luxembourg	3%
Taiwan	3%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	PLTR	Software	Technology	57521	US	Palantir Technologies
3.92	TTD	Software	Technology	48101	US	Trade Desk
3.92	VERX	Software	Technology	5528	US	Vertex
3.84	GWRE	Software	Technology	11474	US	Guidewire Software
3.92	GOOGL	Online Services	Technology	2296891	US	Alphabet
3.88	META	Online Services	Technology	1292364	US	Meta Platforms
3.84	NFLX	Online Services	Technology	292832	US	Netflix
3.80	SPOT	Online Services	Technology	62582	Luxembourg	Spotify Technology SA
3.96	IREN	Fintech - Blockchai	Technology	2109	Australia	Iris Energy Ltd
3.92	WULF	Fintech - Blockchai	Technology	1687	US	Terawulf
3.80	CIFR	Fintech - Blockchai	Technology	1420	US	Cipher Mining
3.92	TSM	Semiconductors	Technology	765004	Taiwan	Taiwan Semiconductor Mfg.
3.88	NVDA	Semiconductors	Technology	3017682	US	NVIDIA
3.96	ANET	Communications & Ne	Technology	111874	US	Arista Networks
3.92	NSSC	Communications & Ne	Technology	1979	US	Napco Security Technologies In
3.96	CAMT	Semiconductor Equip	Technology	5746	Israel	Camtek Ltd
3.96	CLS	Electronic Equipmen	Technology	6926	Canada	Celestica
3.96	AVPT	IT Services & Consu	Technology	1905	US	AvePoint
3.96	HOOD	Fintech	Technology	19739	US	Robinhood Markets
3.96	NVO	Pharmaceuticals	Healthcare	485015	Denmark	Novo Nordisk A/S (ADR)
3.88	LLY	Pharmaceuticals	Healthcare	861742	US	Eli Lilly And Co
3.88	ADMA	Pharmaceuticals	Healthcare	2643	US	ADMA Biologics
3.96	SRPT	Biotechnology & Med	Healthcare	14576	US	Sarepta Therapeutics
3.96	UTHR	Biotechnology & Med	Healthcare	14063	US	United Therapeuticsoratio
3.96	HALO	Biotechnology & Med	Healthcare	6529	US	Halozyme Therapeutics,
3.96	TMDX	Advanced Medical Eq	Healthcare	4907	US	TransMedics Group
3.80	ISRG	Advanced Medical Eq	Healthcare	155649	US	Intuitive Surgical,
3.96	HEI	Aerospace & Defense	Industrials	27134	US	Heico
3.96	DRS	Aerospace & Defense	Industrials	6705	US	Leonardo DRS
3.80	AMSC	Electrical Componen	Industrials	891	US	American Superconductoror
3.84	ROL	Business Support Se	Industrials	23800	US	Rollins
3.88	SKYW	Airlines	Industrials	3305	US	SkyWest
3.96	RCL	Hotels, Motels & Cr	Consumer Cyclicals	40304	US	Royal Caribbean Cruises Ltd
3.92	LNW	Casinos & Gaming	Consumer Cyclicals	9280	US	Light & Wonder
3.80	MGNI	Advertising & Marke	Consumer Cyclicals	1889	US	Magnite
3.92	OLLI	Retailers - Discoun	Consumer Cyclicals	6018	US	Ollie's Bargain Outlet Holding
3.80	BURL	Retailers - Apparel	Consumer Cyclicals	15031	US	Burlington Stores
3.84	WES	Oil & Gas - Refinin	Energy	15509	US	Western Midstream Partners LP
3.96	FRPT	Food Processing	Consumer Non-Cyclicals	6410	US	Freshpet

---

0GPA38TB (* means Wkly fast and slow Fract individually, stronger then SPY).

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	ISRG	INTUITIVE SURGICAL INC	ISRG		Healthcare	3	$1,331.3	12.1%	$443.76
10%	*LLY	LILLY ELI & CO	LLY		Healthcare	1	$914.6	8.3%	$914.57
10%	NFLX	NETFLIX INC	NFLX		Technology	2	$1,381.3	12.6%	$690.65
9%	*NVDA	NVIDIA CORP	NVDA		Technology	8	$1,006.6	9.2%	$125.83
10%	NVO	Novo Nordisk A/S Adr	NVO		Healthcare	8	$1,139.0	10.4%	$142.37
10%	*BSX	BOSTON SCIENTIFIC CORP	BSX		Healthcare	14	$1,069.6	9.7%	$76.4
11%	GOOGL	Alphabet Inc Cl A	GOOGL		Technology	6	$1,143.6	10.4%	$190.6
9%	PDD	Pinduoduo Inc	PDD		Technology	7	$953.3	8.7%	$136.19
11%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM		Technology	6	$1,103.9	10.0%	$183.99
10%	*VRTX	VERTEX PHARMACEUTICALS	VRTX		Healthcare	2	$949.1	8.6%	$474.57
0%	INTU	INTUIT INC	INTU	added	Technology	0	$0.0	0.0%	$668.75
0%	*ANET	Arista Networks Inc	ANET	added	Technology	0	$0.0	0.0%	$366.14
0%	*PANW	Palo Alto Networks	PANW	added	Technology	0	$0.0	0.0%	$342.09
0%	*META		META	added	Technology	0	$0.0	0.0%	$539.91
0%	*MSFT	MICROSOFT CORP	MSFT	added	Technology	0	$0.0	0.0%	$467.56

---

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	MTUM	BlackRock Momentum		2024-07-05
growth	5.00	0	SPY	SP500		2024-07-05
growth	5.25	0	VGT	Information Technology	Early to Mid Cycle	2024-07-05
growth	5.25	2	XLK	Technology Select Sector	Early to Mid Cycle	2024-07-05
growth	5.25	1	VUG	Large Cap growth		2024-07-05
growth	5.25	7	ONEQ	Nasdaq Index		2024-07-05
growth	5.25	1	QQQ	Growth		2024-07-05
growth	5.25	6	TQQQ	Growth		2024-07-05
growth	5.25	1	SMH	Semiconductors	Early to Mid Cycle	2024-07-05
growth	4.50	1	VTI	Total Stock Market+*		2024-07-05
cyclical	5.25	6	UPRO	SP500		2024-07-05
cyclical	5.25	2	XSD	Semiconductor		2024-07-05
cyclical	5.00	17	SLV	Silver+	Inflation	2024-07-05
cyclical	5.00	40	SLVP	Global Silver and Metals Miners+	Inflation	2024-07-05
cyclical	5.00	8	INDA	India*		2024-07-05
cyclical	5.00	16	RING	Gold Miners+	Inflation	2024-07-05
cyclical	4.50	5	XLC	Communication Services+	Mid Cycle	2024-07-05
cyclical	4.50	3	VOX	Communication Services+	Mid Cycle	2024-07-05
cyclical	4.50	2	GLD	Gold+	Inflation	2024-07-05
cyclical	4.50	5	XTL	Telecom*		2024-07-05

---

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
growth	5.25	0	SPY	SP500		2024-07-05
growth	5.25	1	VUG	Large Cap growth		2024-07-05
growth	5.25	7	ONEQ	Nasdaq Index		2024-07-05
growth	5.25	1	QQQ	Growth		2024-07-05
growth	5.25	1	VTI	Total Stock Market+*		2024-07-05
growth	5.25	6	TQQQ	Growth		2024-07-05
growth	5.25	0	VGT	Information Technology	Early to Mid Cycle	2024-07-05
cyclical	5.25	6	UPRO	SP500		2024-07-05
cyclical	5.25	5	XLC	Communication Services+	Mid Cycle	2024-07-05
cyclical	5.25	3	VOX	Communication Services+	Mid Cycle	2024-07-05

---

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	Ver
1	2.50	0.9	*AJG	Arthur J. Gallagher & Co.	Insurance - Multiline & Broke	2024-07-05	3.80	4
2	7.50	11.0	*APH	Amphenol Corporation	Electronic Equipment & Parts	2024-07-05	3.48	2,3,4
3	7.50	0.4	*AVGO	Broadcom Inc	Semiconductors	2024-07-05	3.44	2,3,4
4	5.00	5.5	*BRO	Brown & Brown, Inc.	Insurance - Multiline & Broke	2024-07-05	3.76	2,4
5	5.00	6.5	*BSX	Boston Scientific Corpora	Advanced Medical Equipment &	2024-07-05	3.92	2,4
6	2.50	0.8	*CDNS	Cadence Design Systems In	Software	2024-07-05	3.76	4
7	7.50	0.8	*COST	Costco Wholesale Corporat	Retailers - Discount Stores	2024-07-05	3.84	2,3,4
8	5.00	0.7	*CTAS	Cintas Corp	Business Support Services	2024-07-05	3.76	2,4
10	7.50	0.9	*KLAC	KLA Corp	Semiconductor Equipment & Tes	2024-07-05	3.04	2,3,4
11	7.50	0.8	*LLY	Eli Lilly And Co	Pharmaceuticals	2024-07-05	3.88	2,3,4
12	2.50	1.2	*MMC	Marsh & McLennan Companie	Insurance - Multiline & Broke	2024-07-05	3.56	4
13	5.00	1.1	*MSFT	Microsoft Corp	Software	2024-07-05	3.92	2,4
14	7.50	1.9	*MSI	Motorola Solutions Inc	Communications & Networking	2024-07-05	3.64	2,3,4
15	7.50	6.0	*NVDA	NVIDIA Corp	Semiconductors	2024-07-05	3.88	2,3,4
16	2.50	1.2	*PGR	Progressive Corp	Insurance - Property & Casual	2024-07-05	3.80	4
17	2.50	1.3	*RSG	Republic Services Inc	Environmental Services & Equi	2024-07-05	3.68	4
18	2.50	0.4	*SNPS	Synopsys Inc	Software	2024-07-05	3.88	4
19	5.00	0.4	*TDG	TransDigm Group Inc	Aerospace & Defense	2024-07-05	3.16	2,4
9	7.50	0.5	FICO	Fair Isaac Corp	Software	2024-07-05	3.72	2,3,4