Stats for 2024-09-27 (4th week of the Month)

Stats for 2024-09-27 (4th week of the Month)

List creation date: 2024-09-27

Median MarketCap: 14737

52.1% stocks on Nasdaq; 47.9% stocks on NYSE/Amex

Sector
Technology	37%
Industrials	23%
Financials	17%
Healthcare	8%
Consumer Cyclicals	4%
Consumer Non-Cyclicals	4%
Real Estate	4%
Energy	2%

Industry
Software	12%
Online Services	10%
Aerospace & Defense	8%
Construction & Engi	6%
Semiconductors	6%
Banks	6%
Investment Banking	4%
Electrical Componen	4%
Fintech	4%
REITs - Commercial	2%
REITs - Specialized	2%
Renewable Energy Eq	2%
Communications & Ne	2%
IT Services & Consu	2%
Business Support Se	2%
Freight & Logistics	2%
Homebuilding	2%
Hotels, Motels & Cr	2%
Personal Services	2%
Food Retail & Distr	2%
Financial & Commodi	2%
Insurance - Propert	2%
Insurance - Life &	2%
Advanced Medical Eq	2%
Healthcare Faciliti	2%
Pharmaceuticals	2%
Biotechnology & Med	2%

Country
United States	81%
Israel	4%
Luxembourg	2%
Taiwan	2%
Uruguay	2%
Argentina	2%
Brazil	2%
Canada	2%
Ireland	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	PLTR	Software	Technology	83107	US	Palantir Technologies
3.96	YOU	Software	Technology	4509	US	Clear Secure
3.92	TTD	Software	Technology	54428	US	Trade Desk
3.92	MNDY	Software	Technology	14015	Israel	Monday.Com Ltd
3.84	SMAR	Software	Technology	7703	US	Smartsheet
3.80	INTA	Software	Technology	3824	US	Intapp
3.96	SPOT	Online Services	Technology	77102	Luxembourg	Spotify Technology SA
3.92	NFLX	Online Services	Technology	309668	US	Netflix
3.92	MELI	Online Services	Technology	108051	Uruguay	MercadoLibre
3.88	DOCS	Online Services	Technology	7774	US	Doximity
3.84	META	Online Services	Technology	1437720	US	Meta Platforms
3.92	PI	Semiconductors	Technology	6018	US	IMPINJ
3.88	TSM	Semiconductors	Technology	818983	Taiwan	Taiwan Semiconductor Mfg.
3.80	NVDA	Semiconductors	Technology	3029700	US	NVIDIA
3.96	HOOD	Fintech	Technology	19808	US	Robinhood Markets
3.96	ACIW	Fintech	Technology	5145	US	ACI Worldwide
3.92	ANET	Communications & Ne	Technology	121957	US	Arista Networks
3.92	MANH	IT Services & Consu	Technology	17402	US	Manhattan Associates
3.96	AXON	Aerospace & Defense	Industrials	29872	US	Axon Enterprise
3.92	HEI	Aerospace & Defense	Industrials	31580	US	Heico
3.88	HWM	Aerospace & Defense	Industrials	40700	US	Howmet Aerospace
3.88	ERJ	Aerospace & Defense	Industrials	6781	Brazil	Embraer SA (ADR)
3.96	GLDD	Construction & Engi	Industrials	705	US	Great Lakes Dredge & Dock
3.88	ROAD	Construction & Engi	Industrials	3716	US	Construction Partners
3.84	STRL	Construction & Engi	Industrials	4485	US	Sterling Infrastructure
3.96	POWL	Electrical Componen	Industrials	2538	US	Powell Industries,
3.88	TT	Electrical Componen	Industrials	87492	Ireland	Trane Technologies PLC
3.92	FOUR	Business Support Se	Industrials	7597	US	Shift4 Payments
3.80	ZIM	Freight & Logistics	Industrials	2832	Israel	ZIM Integrated Shipping Servic
3.96	GGAL	Banks	Financials	6567	Argentina	Grupo Financiero Galicia S.A.
3.84	UMBF	Banks	Financials	5051	US	UMB Financial
3.80	RY	Banks	Financials	175646	Canada	Royal Bank of Canada
3.96	IBKR	Investment Banking	Financials	57587	US	Interactive Brokers Group,
3.80	MC	Investment Banking	Financials	5193	US	Moelis & Co
3.84	TW	Financial & Commodi	Financials	25892	US	Tradeweb Markets
3.80	ALL	Insurance - Propert	Financials	50168	US	Allstate
3.96	OSCR	Insurance - Life &	Financials	5220	US	Oscar Health
3.80	BSX	Advanced Medical Eq	Healthcare	122964	US	Boston Scientific
3.88	NTRA	Healthcare Faciliti	Healthcare	15459	US	Natera
3.96	ADMA	Pharmaceuticals	Healthcare	4543	US	ADMA Biologics
3.96	UTHR	Biotechnology & Med	Healthcare	15995	US	United Therapeuticsoratio
3.88	GRBK	Homebuilding	Consumer Cyclicals	3591	US	Green Brick Partners
3.92	RCL	Hotels, Motels & Cr	Consumer Cyclicals	45669	US	Royal Caribbean Cruises Ltd
3.88	BFAM	Personal Services	Consumer Non-Cyclicals	8094	US	Bright Horizons Family Solutio
3.80	SFM	Food Retail & Distr	Consumer Non-Cyclicals	11028	US	Sprouts Farmers Market
3.92	HASI	REITs - Commercial	Real Estate	3946	US	HA Sustainable Infrastructure
3.84	CTRE	REITs - Specialized	Real Estate	4776	US	Caretrust REIT
3.88	FSLR	Renewable Energy Eq	Energy	25875	US	First Solar

---

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

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
11%	*ANET	Arista Networks Inc	ANET		Technology	3	$1,140.8	9.7%	$380.26
10%	*BSX	BOSTON SCIENTIFIC CORP	BSX		Healthcare	13	$1,083.6	9.2%	$83.35
10%	*LLY	LILLY ELI & CO	LLY		Healthcare	1	$877.8	7.4%	$877.79
10%	MELI	MERCADOLIBRE INC	MELI		Technology	1	$2,064.7	17.5%	$2064.71
10%	NFLX	NETFLIX INC	NFLX		Technology	2	$1,414.7	12.0%	$707.35
10%	*PGR	PROGRESSIVE CORP OHIO	PGR		Financials	4	$1,004.4	8.5%	$251.1
10%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	2	$973.5	8.3%	$486.75
10%	RY	ROYAL BANK OF CANADA	RY		Financials	9	$1,118.3	9.5%	$124.26
10%	SPY	SPDR S&P 500	SPY		n.a.	2	$1,142.9	9.7%	$571.47
0%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM	added	Technology	0	$0.0	0.0%	$177.97
0%	*META		META	added	Technology	0	$0.0	0.0%	$567.36
9%	NVO	Novo Nordisk A/S Adr		removed	Healthcare	8	$966.1	8.2%	$120.76

---

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		2024-09-27
growth	5.00	8	KIE	Insurance		2024-09-27
growth	5.00	6	XLP	Consumer Staples Select	Late Cycle to Recession	2024-09-27
growth	5.00	1	VUG	Large Cap growth		2024-09-27
growth	4.50	2	XLY	Consumer Discretionary*	Early Cycle	2024-09-27
growth	4.50	1	VCR	Discretionary*	Early Cycle	2024-09-27
growth	4.50	2	MTUM	BlackRock Momentum*		2024-09-27
cyclical	4.50	2	XAR	Aerospace & Defense+		2024-09-27
cyclical	4.50	15	SLV	Silver*	Inflation	2024-09-27
cyclical	5.25	5	XTL	Telecom		2024-09-27
cyclical	5.25	6	UPRO	SP500		2024-09-27
cyclical	5.25	15	RING	Gold Miners	Inflation	2024-09-27
cyclical	5.00	11	XLF	Financial Select	Mid and Early Cycle	2024-09-27
cyclical	5.00	4	VFH	Financials	Mid and Early Cycle	2024-09-27
cyclical	5.25	5	VNQ	REITS	Early to Mid Cycle	2024-09-27
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-09-27
cyclical	5.25	3	VPU	Utilities	Late Cycle to Recession	2024-09-27
cyclical	5.25	4	XHB	Homebuilders		2024-09-27
cyclical	5.25	38	SLVP	Global Silver and Metals Miners	Inflation	2024-09-27
cyclical	5.25	2	GLD	Gold	Inflation	2024-09-27

---

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	2024-09-27
growth	5.25	9	KIE	Insurance		2024-09-27
growth	5.25	3	XLI	Industrial*	Late and Early to Mid Cycle	2024-09-27
cyclical	5.25	15	RING	Gold Miners	Inflation	2024-09-27
cyclical	5.25	3	VOE	Mid Cap Value*		2024-09-27
cyclical	5.25	5	VNQ	REITS	Early to Mid Cycle	2024-09-27
cyclical	5.25	5	XTL	Telecom		2024-09-27
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-09-27
cyclical	5.25	3	VPU	Utilities	Late Cycle to Recession	2024-09-27
cyclical	5.25	2	GLD	Gold	Inflation	2024-09-27

---

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
2	9.68	5.6	*AVGO	Broadcom Inc	Semiconductors	2024-09-27	3.52	2,3,4
3	9.68	9.4	*BRO	Brown & Brown, Inc.	Insurance - Multiline & Broke	2024-09-27	3.88	2,3,4
4	6.45	7.7	*BSX	Boston Scientific Corpora	Advanced Medical Equipment &	2024-09-27	3.80	2,4
5	9.68	1.1	*COST	Costco Wholesale Corporat	Retailers - Discount Stores	2024-09-27	3.68	2,3,4
6	9.68	4.8	*CTAS	Cintas Corp	Business Support Services	2024-09-27	3.60	2,3,4
7	9.68	0.5	*FICO	Fair Isaac Corp	Software	2024-09-27	3.08	2,3,4
8	3.23	1.4	*MMC	Marsh & McLennan Companie	Insurance - Multiline & Broke	2024-09-27	3.12	4
9	9.68	2.2	*MSI	Motorola Solutions Inc	Communications & Networking	2024-09-27	3.80	2,3,4
10	9.68	3.9	*PGR	Progressive Corp	Insurance - Property & Casual	2024-09-27	3.96	2,3,4
11	9.68	4.9	*RSG	Republic Services Inc	Environmental Services & Equi	2024-09-27	3.36	2,3,4
12	6.45	0.5	*TDG	TransDigm Group Inc	Aerospace & Defense	2024-09-27	3.52	2,4
1	3.20	4.9	APH	Amphenol Corporation	Electronic Equipment & Parts	2024-09-27	3.60	4
13	3.23	5.7	WRB	W R Berkley Corp	Insurance - Property & Casual	2024-09-27	3.24	4



Stats for 2024-09-20 (3rd week of the Month)

Stats for 2024-09-20 (3rd week of the Month)

List creation date: 2024-09-20

Median MarketCap: 10248

48.1% stocks on Nasdaq; 51.9% stocks on NYSE/Amex

Sector
Technology	28%
Financials	22%
Industrials	19%
Healthcare	13%
Consumer Non-Cyclicals	7%
Consumer Cyclicals	6%
Real Estate	4%
Basic Materials	2%

Industry
Software	9%
Online Services	7%
Aerospace & Defense	7%
Banks	7%
Investment Banking	6%
Pharmaceuticals	6%
Fintech	4%
Semiconductors	4%
Electrical Componen	4%
Construction & Engi	4%
Food Processing	4%
Personal Services	2%
Food Retail & Distr	2%
Biotechnology & Med	2%
REITs - Commercial	2%
REITs - Specialized	2%
Communications & Ne	2%
IT Services & Consu	2%
Metals & Mining - G	2%
Business Support Se	2%
Professional Inform	2%
Homebuilding	2%
Hotels, Motels & Cr	2%
Casinos & Gaming	2%
Investment Manageme	2%
Financial & Commodi	2%
Insurance - Multili	2%
Insurance - Propert	2%
Insurance - Life &	2%
Advanced Medical Eq	2%
Medical Equipment,	2%
Healthcare Faciliti	2%

Country
United States	80%
Brazil	6%
Argentina	4%
Uruguay	2%
Canada	2%
Ireland	2%
Israel	2%
Luxembourg	2%
Taiwan	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	PLTR	Software	Technology	81451	US	Palantir Technologies
3.96	TTD	Software	Technology	53100	US	Trade Desk
3.96	MNDY	Software	Technology	13039	Israel	Monday.Com Ltd
3.96	YOU	Software	Technology	4521	US	Clear Secure
3.84	INTA	Software	Technology	3586	US	Intapp
3.96	MELI	Online Services	Technology	106599	Uruguay	MercadoLibre
3.96	SPOT	Online Services	Technology	69072	Luxembourg	Spotify Technology SA
3.92	NFLX	Online Services	Technology	296325	US	Netflix
3.92	DOCS	Online Services	Technology	7438	US	Doximity
3.92	PI	Semiconductors	Technology	5452	US	IMPINJ
3.84	TSM	Semiconductors	Technology	764139	Taiwan	Taiwan Semiconductor Mfg.
3.96	HOOD	Fintech	Technology	20303	US	Robinhood Markets
3.96	ACIW	Fintech	Technology	5145	US	ACI Worldwide
3.92	ANET	Communications & Ne	Technology	113632	US	Arista Networks
3.92	MANH	IT Services & Consu	Technology	16487	US	Manhattan Associates
3.96	GGAL	Banks	Financials	7066	Argentina	Grupo Financiero Galicia S.A.
3.96	SUPV	Banks	Financials	832	Argentina	Grupo Supervielle SA -ADR
3.92	NU	Banks	Financials	70774	Brazil	Nu Holdings Ltd
3.80	UMBF	Banks	Financials	5149	US	UMB Financial
3.96	IBKR	Investment Banking	Financials	55042	US	Interactive Brokers Group,
3.84	HLI	Investment Banking	Financials	10762	US	Houlihan Lokey
3.84	MC	Investment Banking	Financials	5156	US	Moelis & Co
3.88	BK	Investment Manageme	Financials	52425	US	Bank of New York Mellon
3.84	TW	Financial & Commodi	Financials	25336	US	Tradeweb Markets
3.84	GSHD	Insurance - Multili	Financials	3239	US	Goosehead Insurance
3.96	PGR	Insurance - Propert	Financials	150937	US	Progressive
3.96	OSCR	Insurance - Life &	Financials	5467	US	Oscar Health
3.96	AXON	Aerospace & Defense	Industrials	28946	US	Axon Enterprise
3.92	HEI	Aerospace & Defense	Industrials	31048	US	Heico
3.88	HWM	Aerospace & Defense	Industrials	38643	US	Howmet Aerospace
3.88	ERJ	Aerospace & Defense	Industrials	6434	Brazil	Embraer SA (ADR)
3.96	POWL	Electrical Componen	Industrials	2167	US	Powell Industries,
3.88	TT	Electrical Componen	Industrials	83857	Ireland	Trane Technologies PLC
3.96	GLDD	Construction & Engi	Industrials	658	US	Great Lakes Dredge & Dock
3.92	ROAD	Construction & Engi	Industrials	3769	US	Construction Partners
3.96	FOUR	Business Support Se	Industrials	7405	US	Shift4 Payments
3.92	MCO	Professional Inform	Industrials	88258	US	Moody's
3.96	LLY	Pharmaceuticals	Healthcare	860107	US	Eli Lilly And Co
3.96	ADMA	Pharmaceuticals	Healthcare	4503	US	ADMA Biologics
3.84	CPRX	Pharmaceuticals	Healthcare	2425	US	Catalyst Pharmaceuticals
3.80	BSX	Advanced Medical Eq	Healthcare	121595	US	Boston Scientific
3.92	CSTL	Medical Equipment,	Healthcare	842	US	Castle Biosciences
3.88	NTRA	Healthcare Faciliti	Healthcare	15720	US	Natera
3.96	UTHR	Biotechnology & Med	Healthcare	15242	US	United Therapeuticsoratio
3.92	BRFS	Food Processing	Consumer Non-Cyclicals	7406	Brazil	BRF SA (ADR)
3.88	FRPT	Food Processing	Consumer Non-Cyclicals	6833	US	Freshpet
3.88	BFAM	Personal Services	Consumer Non-Cyclicals	7928	US	Bright Horizons Family Solutio
3.80	SFM	Food Retail & Distr	Consumer Non-Cyclicals	10500	US	Sprouts Farmers Market
3.88	GRBK	Homebuilding	Consumer Cyclicals	3588	US	Green Brick Partners
3.92	RCL	Hotels, Motels & Cr	Consumer Cyclicals	43388	US	Royal Caribbean Cruises Ltd
3.88	LNW	Casinos & Gaming	Consumer Cyclicals	9997	US	Light & Wonder
3.88	HASI	REITs - Commercial	Real Estate	4089	US	HA Sustainable Infrastructure
3.84	CTRE	REITs - Specialized	Real Estate	4771	US	Caretrust REIT
3.88	EGO	Metals & Mining - G	Basic Materials	3497	Canada	Eldorado Gold (USA)

---

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

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
11%	*ANET	Arista Networks Inc	ANET		Technology	3	$1,153.4	9.7%	$384.46
10%	*BSX	BOSTON SCIENTIFIC CORP	BSX		Healthcare	13	$1,091.0	9.1%	$83.92
10%	*LLY	LILLY ELI & CO	LLY		Healthcare	1	$921.5	7.7%	$921.49
10%	MELI	MERCADOLIBRE INC	MELI		Technology	1	$2,103.8	17.6%	$2103.75
10%	NFLX	NETFLIX INC	NFLX		Technology	2	$1,402.1	11.8%	$701.03
10%	*PGR	PROGRESSIVE CORP OHIO	PGR		Financials	4	$1,037.0	8.7%	$259.24
10%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	2	$964.9	8.1%	$482.44
10%	SPY	SPDR S&P 500	SPY		n.a.	2	$1,136.5	9.5%	$568.25
0%	*META		META	added	Technology	0	$0.0	0.0%	$561.35
10%	RY	ROYAL BANK OF CANADA		removed	Financials	9	$1,097.3	9.2%	$121.92
9%	NVO	Novo Nordisk A/S Adr		removed	Healthcare	8	$1,020.1	8.6%	$127.51

---

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	SPLV	Invesco S&P 500 Low Volatility		2024-09-20
growth	5.25	9	KIE	Insurance		2024-09-20
growth	5.25	6	XLP	Consumer Staples Select	Late Cycle to Recession	2024-09-20
growth	5.00	1	VHT	Health	Late Cycle to Recession	2024-09-20
growth	4.50	2	VDC	Consumer Staples*	Late Cycle to Recession	2024-09-20
cyclical	4.50	15	SLV	Silver*	Inflation	2024-09-20
cyclical	4.50	4	VFH	Financials*	Mid and Early Cycle	2024-09-20
cyclical	4.50	2	VOE	Mid Cap Value*		2024-09-20
cyclical	4.50	9	XLF	Financial Select*	Mid and Early Cycle	2024-09-20
cyclical	5.25	2	GLD	Gold	Inflation	2024-09-20
cyclical	5.00	5	TLT	Long term bonds	Slower Economic Growth	2024-09-20
cyclical	5.00	4	XHB	Homebuilders		2024-09-20
cyclical	5.00	3	XAR	Aerospace & Defense		2024-09-20
cyclical	5.00	8	SDOG	Value		2024-09-20
cyclical	5.25	5	XTL	Telecom		2024-09-20
cyclical	5.25	15	RING	Gold Miners	Inflation	2024-09-20
cyclical	5.25	6	UPRO	SP500		2024-09-20
cyclical	5.25	5	VNQ	REITS	Early to Mid Cycle	2024-09-20
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-09-20
cyclical	5.25	3	VPU	Utilities	Late Cycle to Recession	2024-09-20

---

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	2024-09-20
growth	5.25	2	VDC	Consumer Staples*	Late Cycle to Recession	2024-09-20
growth	5.25	7	SPLV	Invesco S&P 500 Low Volatility		2024-09-20
growth	5.25	9	KIE	Insurance		2024-09-20
growth	5.25	4	NOBL	ProShares S&P 500 Dividend Aristocrats*		2024-09-20
cyclical	5.25	3	VPU	Utilities	Late Cycle to Recession	2024-09-20
cyclical	5.25	5	XTL	Telecom		2024-09-20
cyclical	5.25	5	VNQ	REITS	Early to Mid Cycle	2024-09-20
cyclical	5.25	2	GLD	Gold	Inflation	2024-09-20
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-09-20

---

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
2	8.57	5.0	*AVGO	Broadcom Inc	Semiconductors	2024-09-20	3.40	2,3,4
3	8.57	8.5	*BRO	Brown & Brown, Inc.	Insurance - Multiline & Broke	2024-09-20	3.72	2,3,4
4	5.71	6.8	*BSX	Boston Scientific Corpora	Advanced Medical Equipment &	2024-09-20	3.80	2,4
5	8.57	0.9	*COST	Costco Wholesale Corporat	Retailers - Discount Stores	2024-09-20	3.84	2,3,4
6	8.57	4.2	*CTAS	Cintas Corp	Business Support Services	2024-09-20	3.60	2,3,4
7	8.57	0.4	*FICO	Fair Isaac Corp	Software	2024-09-20	3.04	2,3,4
8	2.86	1.3	*MMC	Marsh & McLennan Companie	Insurance - Multiline & Broke	2024-09-20	3.04	4
9	8.57	1.9	*MSI	Motorola Solutions Inc	Communications & Networking	2024-09-20	3.76	2,3,4
10	8.57	3.3	*PGR	Progressive Corp	Insurance - Property & Casual	2024-09-20	3.96	2,3,4
11	8.57	4.3	*RSG	Republic Services Inc	Environmental Services & Equi	2024-09-20	3.48	2,3,4
12	5.71	0.4	*TDG	TransDigm Group Inc	Aerospace & Defense	2024-09-20	3.44	2,4
1	8.59	13.0	APH	Amphenol Corporation	Electronic Equipment & Parts	2024-09-20	3.60	2,3,4
13	8.57	14.9	WRB	W R Berkley Corp	Insurance - Property & Casual	2024-09-20	3.32	2,3,4



Stats for 2024-09-13 (2nd week of the Month)

Stats for 2024-09-13 (2nd week of the Month)

List creation date: 2024-09-13

Median MarketCap: 12494

45.3% stocks on Nasdaq; 54.7% stocks on NYSE/Amex

Sector
Technology	28%
Financials	25%
Industrials	19%
Healthcare	11%
Consumer Cyclicals	6%
Consumer Non-Cyclicals	6%
Real Estate	4%
Basic Materials	2%

Industry
Software	13%
Banks	9%
Online Services	8%
Aerospace & Defense	8%
Pharmaceuticals	6%
Insurance - Multili	4%
Insurance - Propert	4%
Construction & Engi	4%
Environmental Servi	2%
Business Support Se	2%
Professional Inform	2%
Homebuilding	2%
Casinos & Gaming	2%
Retailers - Apparel	2%
Food Processing	2%
Personal Services	2%
Food Retail & Distr	2%
Insurance - Life &	2%
Advanced Medical Eq	2%
Medical Equipment,	2%
Healthcare Faciliti	2%
Investment Banking	2%
Investment Manageme	2%
Financial & Commodi	2%
Semiconductors	2%
Communications & Ne	2%
IT Services & Consu	2%
Fintech	2%
REITs - Commercial	2%
REITs - Specialized	2%
Electrical Componen	2%
Metals & Mining - G	2%

Country
United States	81%
Brazil	4%
Canada	4%
Argentina	4%
Uruguay	2%
Ireland	2%
Israel	2%
Luxembourg	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	PLTR	Software	Technology	78025	US	Palantir Technologies
3.96	YOU	Software	Technology	4090	US	Clear Secure
3.92	TTD	Software	Technology	49949	US	Trade Desk
3.92	MNDY	Software	Technology	12494	Israel	Monday.Com Ltd
3.88	SMAR	Software	Technology	7092	US	Smartsheet
3.80	GWRE	Software	Technology	13893	US	Guidewire Software
3.80	INTA	Software	Technology	3300	US	Intapp
3.96	MELI	Online Services	Technology	103721	Uruguay	MercadoLibre
3.92	NFLX	Online Services	Technology	292463	US	Netflix
3.92	SPOT	Online Services	Technology	67604	Luxembourg	Spotify Technology SA
3.92	DOCS	Online Services	Technology	6838	US	Doximity
3.88	PI	Semiconductors	Technology	5078	US	IMPINJ
3.92	ANET	Communications & Ne	Technology	107732	US	Arista Networks
3.88	MANH	IT Services & Consu	Technology	16421	US	Manhattan Associates
3.96	ACIW	Fintech	Technology	4922	US	ACI Worldwide
3.96	GGAL	Banks	Financials	6709	Argentina	Grupo Financiero Galicia S.A.
3.96	SUPV	Banks	Financials	801	Argentina	Grupo Supervielle SA -ADR
3.92	NU	Banks	Financials	68058	Brazil	Nu Holdings Ltd
3.88	UMBF	Banks	Financials	4907	US	UMB Financial
3.84	RY	Banks	Financials	174113	Canada	Royal Bank of Canada
3.88	BRO	Insurance - Multili	Financials	28726	US	Brown & Brown,
3.84	AJG	Insurance - Multili	Financials	64558	US	Arthur J. Gallagher &
3.96	PGR	Insurance - Propert	Financials	146177	US	Progressive
3.84	NMIH	Insurance - Propert	Financials	3134	US	NMI Holdings
3.96	IBKR	Investment Banking	Financials	51909	US	Interactive Brokers Group,
3.84	BK	Investment Manageme	Financials	50255	US	Bank of New York Mellon
3.88	TW	Financial & Commodi	Financials	24414	US	Tradeweb Markets
3.96	OSCR	Insurance - Life &	Financials	5000	US	Oscar Health
3.96	HEI	Aerospace & Defense	Industrials	30574	US	Heico
3.96	AXON	Aerospace & Defense	Industrials	27336	US	Axon Enterprise
3.96	ERJ	Aerospace & Defense	Industrials	6513	Brazil	Embraer SA (ADR)
3.84	HWM	Aerospace & Defense	Industrials	38403	US	Howmet Aerospace
3.92	GLDD	Construction & Engi	Industrials	634	US	Great Lakes Dredge & Dock
3.88	ROAD	Construction & Engi	Industrials	3235	US	Construction Partners
3.84	TT	Electrical Componen	Industrials	79957	Ireland	Trane Technologies PLC
3.84	TTEK	Environmental Servi	Industrials	12497	US	Tetra Tech
3.92	FOUR	Business Support Se	Industrials	6873	US	Shift4 Payments
3.84	MCO	Professional Inform	Industrials	87151	US	Moody's
3.96	LLY	Pharmaceuticals	Healthcare	875238	US	Eli Lilly And Co
3.96	ADMA	Pharmaceuticals	Healthcare	3941	US	ADMA Biologics
3.88	CPRX	Pharmaceuticals	Healthcare	2310	US	Catalyst Pharmaceuticals
3.84	BSX	Advanced Medical Eq	Healthcare	122140	US	Boston Scientific
3.96	CSTL	Medical Equipment,	Healthcare	861	US	Castle Biosciences
3.88	NTRA	Healthcare Faciliti	Healthcare	15316	US	Natera
3.92	GRBK	Homebuilding	Consumer Cyclicals	3272	US	Green Brick Partners
3.92	LNW	Casinos & Gaming	Consumer Cyclicals	9726	US	Light & Wonder
3.84	BURL	Retailers - Apparel	Consumer Cyclicals	17023	US	Burlington Stores
3.84	FRPT	Food Processing	Consumer Non-Cyclicals	6673	US	Freshpet
3.88	BFAM	Personal Services	Consumer Non-Cyclicals	7998	US	Bright Horizons Family Solutio
3.88	SFM	Food Retail & Distr	Consumer Non-Cyclicals	10083	US	Sprouts Farmers Market
3.92	HASI	REITs - Commercial	Real Estate	3915	US	HA Sustainable Infrastructure
3.96	CTRE	REITs - Specialized	Real Estate	4654	US	Caretrust REIT
3.92	EGO	Metals & Mining - G	Basic Materials	3452	Canada	Eldorado Gold (USA)

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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	$1,079.3	9.1%	$359.76
10%	*BSX	BOSTON SCIENTIFIC CORP	BSX		Healthcare	13	$1,083.0	9.1%	$83.31
10%	*LLY	LILLY ELI & CO	LLY		Healthcare	1	$923.7	7.8%	$923.71
10%	MELI	MERCADOLIBRE INC	MELI		Technology	1	$2,122.4	17.8%	$2122.37
10%	NFLX	NETFLIX INC	NFLX		Technology	2	$1,394.1	11.7%	$697.06
10%	NVO	Novo Nordisk A/S Adr	NVO		Healthcare	8	$1,096.0	9.2%	$137
10%	*PGR	PROGRESSIVE CORP OHIO	PGR		Financials	4	$1,021.8	8.6%	$255.46
10%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	2	$950.7	8.0%	$475.34
10%	RY	ROYAL BANK OF CANADA	RY		Financials	9	$1,112.3	9.3%	$123.59
10%	SPY	SPDR S&P 500	SPY		n.a.	2	$1,124.0	9.4%	$562.01

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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	9	KIE	Insurance		2024-09-13
growth	5.25	6	XLP	Consumer Staples Select*	Late Cycle to Recession	2024-09-13
growth	5.00	7	SPLV	Invesco S&P 500 Low Volatility*		2024-09-13
growth	5.00	2	VDC	Consumer Staples*	Late Cycle to Recession	2024-09-13
growth	5.00	3	XLV	Health Care Select*	Late Cycle to Recession	2024-09-13
growth	5.00	1	VHT	Health*	Late Cycle to Recession	2024-09-13
growth	4.50	4	NOBL	ProShares S&P 500 Dividend Aristocrats*		2024-09-13
cyclical	4.50	2	VOE	Mid Cap Value*		2024-09-13
cyclical	4.50	10	XPH	Pharmaceuticals*	Late Cycle to Recession	2024-09-13
cyclical	5.00	8	SDOG	Value*		2024-09-13
cyclical	4.50	10	XLF	Financial Select*	Mid and Early Cycle	2024-09-13
cyclical	5.25	5	TLT	Long term bonds*	Slower Economic Growth	2024-09-13
cyclical	5.25	2	GLD	Gold	Inflation	2024-09-13
cyclical	5.25	3	XAR	Aerospace & Defense		2024-09-13
cyclical	5.25	5	XTL	Telecom		2024-09-13
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-09-13
cyclical	5.25	3	VPU	Utilities	Late Cycle to Recession	2024-09-13
cyclical	5.25	5	VNQ	REITS	Early to Mid Cycle	2024-09-13
cyclical	5.25	15	RING	Gold Miners	Inflation	2024-09-13

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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	SPLV	Invesco S&P 500 Low Volatility*		2024-09-13
growth	5.25	6	XLP	Consumer Staples Select*	Late Cycle to Recession	2024-09-13
growth	5.25	2	VDC	Consumer Staples*	Late Cycle to Recession	2024-09-13
growth	5.25	9	KIE	Insurance		2024-09-13
growth	5.25	4	NOBL	ProShares S&P 500 Dividend Aristocrats*		2024-09-13
cyclical	5.25	5	XTL	Telecom		2024-09-13
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-09-13
cyclical	5.25	3	VPU	Utilities	Late Cycle to Recession	2024-09-13
cyclical	5.25	2	GLD	Gold	Inflation	2024-09-13
cyclical	5.25	5	VNQ	REITS	Early to Mid Cycle	2024-09-13

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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	9.10	3.1	*AJG	Arthur J. Gallagher & Co.	Insurance - Multiline & Broke	2024-09-13	3.84	2,3,4
3	9.09	5.4	*AVGO	Broadcom Inc	Semiconductors	2024-09-13	3.28	2,3,4
4	9.09	8.8	*BRO	Brown & Brown, Inc.	Insurance - Multiline & Broke	2024-09-13	3.88	2,3,4
5	6.06	7.3	*BSX	Boston Scientific Corpora	Advanced Medical Equipment &	2024-09-13	3.84	2,4
6	9.09	1.0	*COST	Costco Wholesale Corporat	Retailers - Discount Stores	2024-09-13	3.80	2,3,4
7	6.06	2.9	*CTAS	Cintas Corp	Business Support Services	2024-09-13	3.72	2,4
8	9.09	0.5	*FICO	Fair Isaac Corp	Software	2024-09-13	3.08	2,3,4
9	6.06	2.6	*MMC	Marsh & McLennan Companie	Insurance - Multiline & Broke	2024-09-13	3.48	2,4
10	9.09	2.1	*MSI	Motorola Solutions Inc	Communications & Networking	2024-09-13	3.76	2,3,4
11	9.09	3.6	*PGR	Progressive Corp	Insurance - Property & Casual	2024-09-13	3.96	2,3,4
12	9.09	4.4	*RSG	Republic Services Inc	Environmental Services & Equi	2024-09-13	3.60	2,3,4
13	6.06	0.4	*TDG	TransDigm Group Inc	Aerospace & Defense	2024-09-13	3.32	2,4
2	3.03	4.8	APH	Amphenol Corporation	Electronic Equipment & Parts	2024-09-13	3.48	4