Stats for 2023-12-22 (4th week of the Month)

Stats for 2023-12-22 (4th week of the Month)

List creation date: 2023-12-22

Median MarketCap: 21707

46.5% stocks on Nasdaq; 53.5% stocks on NYSE/Amex

Sector
Technology	33%
Financials	23%
Industrials	19%
Consumer Cyclicals	12%
Healthcare	7%
Energy	5%
Real Estate	2%

Industry
Banks	14%
IT Services & Consu	9%
Software	9%
Online Services	5%
Investment Manageme	5%
Biotechnology & Med	5%
Heavy Machinery & V	5%
Electrical Componen	5%
Construction & Engi	2%
Business Support Se	2%
Professional Inform	2%
Apparel & Accessori	2%
Hotels, Motels & Cr	2%
Leisure & Recreatio	2%
Retailers - Departm	2%
Retailers - Apparel	2%
Semiconductors	2%
Communications & Ne	2%
Insurance - Reinsur	2%
Corporate Financial	2%
Oil & Gas - Related	2%
Oil & Gas - Transpo	2%
Aerospace & Defense	2%
Fintech	2%
Fintech - Blockchai	2%
REITs - Specialized	2%
Pharmaceuticals	2%

Country
United States	82%
Ireland	5%
Luxembourg	2%
Bermuda	2%
Brazil	2%
Canada	2%
Cayman Islands	2%
India	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	CRWD	IT Services & Consu	Technology	60985	US	Crowdstrike Holdings
3.96	DT	IT Services & Consu	Technology	15918	US	Dynatrace
3.96	QLYS	IT Services & Consu	Technology	7426	US	Qualys
3.84	GLOB	IT Services & Consu	Technology	9892	Luxembourg	Globant SA
3.96	NOW	Software	Technology	142229	US	ServiceNow
3.96	PANW	Software	Technology	94899	US	Palo Alto Networks
3.96	ADSK	Software	Technology	50636	US	Autodesk
3.84	CDNS	Software	Technology	73672	US	Cadence Design Systems
3.96	PDD	Online Services	Technology	194545	Ireland	PDD Holdings - ADR
3.80	DUOL	Online Services	Technology	9863	US	Duolingo
3.96	NVDA	Semiconductors	Technology	1188342	US	NVIDIA
3.96	ANET	Communications & Ne	Technology	72536	US	Arista Networks
3.96	STNE	Fintech	Technology	5452	Cayman Islands	StoneCo Ltd
3.84	COIN	Fintech - Blockchai	Technology	38724	US	Coinbase Global
3.96	WFC	Banks	Financials	179185	US	Wells Fargo & Co
3.96	OZK	Banks	Financials	6416	US	Bank Ozk
3.92	ITUB	Banks	Financials	60312	Brazil	Itau Unibanco Holding SA (ADR)
3.92	WTFC	Banks	Financials	5628	US	Wintrust Financial
3.84	CUBI	Banks	Financials	1752	US	Customers Bancorp
3.80	TBBK	Banks	Financials	2175	US	Bancorp
3.96	KKR	Investment Manageme	Financials	72597	US	KKR & Co
3.80	BK	Investment Manageme	Financials	39146	US	Bank of New York Mellon
3.92	FTAI	Corporate Financial	Financials	4468	US	FTAI Aviation Ltd
3.92	SPNT	Insurance - Reinsur	Financials	1917	Bermuda	Siriuspoint Ltd
3.96	WAB	Heavy Machinery & V	Industrials	22379	US	Westinghouse Air Brake Technol
3.92	PCAR	Heavy Machinery & V	Industrials	50163	US	PACCAR
3.88	VRT	Electrical Componen	Industrials	18023	US	Vertiv Holdings Co
3.80	ETN	Electrical Componen	Industrials	93416	Ireland	Eaton PLC
3.92	HWM	Aerospace & Defense	Industrials	21707	US	Howmet Aerospace
3.92	FIX	Construction & Engi	Industrials	7396	US	Comfort Systems USA,
3.88	URI	Business Support Se	Industrials	37840	US	United Rentals,
3.84	MCO	Professional Inform	Industrials	69988	US	Moody's
3.92	LULU	Apparel & Accessori	Consumer Cyclicals	61161	Canada	Lululemon Athletica
3.96	RCL	Hotels, Motels & Cr	Consumer Cyclicals	30956	US	Royal Caribbean Cruises Ltd
3.80	MMYT	Leisure & Recreatio	Consumer Cyclicals	4743	India	Makemytrip Ltd
3.80	AMZN	Retailers - Departm	Consumer Cyclicals	1572013	US	Amazon.com
3.96	ANF	Retailers - Apparel	Consumer Cyclicals	4531	US	Abercrombie & Fitch Co
3.92	IMGN	Biotechnology & Med	Healthcare	7888	US	ImmunoGen,
3.88	AZTA	Biotechnology & Med	Healthcare	3485	US	Azenta
3.84	AMRX	Pharmaceuticals	Healthcare	1622	US	Amneal Pharmaceuticals
3.92	AROC	Oil & Gas - Related	Energy	2389	US	Archrock
3.96	LPG	Oil & Gas - Transpo	Energy	1809	US	Dorian LPG Ltd
3.96	PMT	REITs - Specialized	Real Estate	1329	US	PennyMac Mortgage Investment T

---

0GPA38TB

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	NOW	Servicenow Inc	NOW		Technology	1	$697.6	6.9%	$697.55
10%	NVDA	NVIDIA CORP	NVDA		Technology	2	$976.6	9.6%	$488.3
10%	NVO	Novo Nordisk A/S Adr	NVO		Healthcare	10	$1,027.1	10.1%	$102.71
10%	PDD	Pinduoduo Inc	PDD		Technology	7	$1,011.4	10.0%	$144.48
15%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	4	$1,633.5	16.1%	$408.38
15%	SPY	SPDR S&P 500	SPY		n.a.	3	$1,421.0	14.0%	$473.65
0%	AMZN	AMAZON.COM INC	AMZN	added	Consumer Cyclicals	0	$0.0	0.0%	$153.42
0%	ASML	A S M L Holding N.V. NY	ASML	added	Technology	0	$0.0	0.0%	$752.53
10%	MSFT	MICROSOFT CORP		removed	Technology	3	$1,123.7	11.1%	$374.58
10%	V	VISA INC CL A		removed	Technology	4	$1,033.7	10.2%	$258.43
10%	ADBE	ADOBE SYSTEMS INC		removed	Technology	2	$1,197.5	11.8%	$598.75

---

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	3	SMH	Semiconductors	Early to Mid Cycle	2023-12-22
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-12-22
growth	5.00	2	XSD	Semiconductor*		2023-12-22
cyclical	5.00	5	XWEB	Internet*		2023-12-22
cyclical	5.00	3	XSW	Software & Services*		2023-12-22
cyclical	5.00	6	XRT	Retail*	Mid to Early Cycle	2023-12-22
cyclical	5.00	3	VXF	Extended Market*		2023-12-22
cyclical	4.50	5	VNQ	REITS*	Early to Mid Cycle	2023-12-22
cyclical	4.50	5	XTN	Transportation*	Mid to Late cycle	2023-12-22
cyclical	4.50	1	VCR	Discretionary*	Early Cycle	2023-12-22
cyclical	4.50	2	IWM	Small Cap*		2023-12-22
cyclical	4.50	4	IJR	Small Cap*		2023-12-22
cyclical	5.25	3	XAR	Aerospace & Defense		2023-12-22
cyclical	5.25	9	UPRO	SP500*		2023-12-22
cyclical	5.25	5	XBI	Biotech*	Early to Mid Cycle	2023-12-22
cyclical	5.25	8	XME	Metals and Mining	Late Cycle to Recession	2023-12-22
cyclical	5.25	5	VFH	Financials	Mid and Early Cycle	2023-12-22
cyclical	5.25	10	TQQQ	Growth		2023-12-22
cyclical	5.25	5	XHB	Homebuilders		2023-12-22
cyclical	5.25	11	KBE	Bank		2023-12-22

---

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	3	XSW	Software & Services*		2023-12-22
cyclical	5.25	5	XHB	Homebuilders		2023-12-22
cyclical	5.25	6	XWEB	Internet*		2023-12-22
cyclical	5.25	7	XRT	Retail*	Mid to Early Cycle	2023-12-22
cyclical	5.25	1	VCR	Discretionary*	Early Cycle	2023-12-22
cyclical	5.25	11	KBE	Bank		2023-12-22
cyclical	5.25	6	XTL	Telecom*		2023-12-22
cyclical	5.25	3	VXF	Extended Market*		2023-12-22
cyclical	5.25	4	IJR	Small Cap*		2023-12-22
cyclical	5.25	10	TQQQ	Growth		2023-12-22

---

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	2023-12-22	3.76
2	5.25	2	*PWR	Quanta Services Inc	Construction & Engineering	2023-12-22	3.88
3	5.25	0	KLAC	KLA Corp	Semiconductor Equipment & Tes	2023-12-22	3.24
4	5.25	1	*SNPS	Synopsys Inc	Software	2023-12-22	3.76
5	5.25	0	*COST	Costco Wholesale Corporat	Retailers - Discount Stores	2023-12-22	3.68
6	5.25	9	*HWM	Howmet Aerospace Inc	Aerospace & Defense	2023-12-22	3.92
7	5.25	2	*ETN	Eaton Corporation PLC	Electrical Components & Equip	2023-12-22	3.80
8	5.25	1	*CDNS	Cadence Design Systems In	Software	2023-12-22	3.84
9	5.25	0	*CTAS	Cintas Corporation	Business Support Services	2023-12-22	3.56
10	5.25	3	PGR	Progressive Corp	Insurance - Property & Casual	2023-12-22	3.04
11	5.00	1	*MSI	Motorola Solutions Inc	Communications & Networking	2023-12-22	3.44
12	5.00	1	NVDA	NVIDIA Corp	Semiconductors	2023-12-22	3.96
13	5.00	0	*LLY	Eli Lilly And Co	Pharmaceuticals	2023-12-22	3.20
14	5.00	1	*MSFT	Microsoft Corp	Software	2023-12-22	3.88
15	5.00	3	*RSG	Republic Services Inc	Environmental Services & Equi	2023-12-22	3.28



Stats for 2023-12-15 (3rd week of the Month)

Stats for 2023-12-15 (3rd week of the Month)

List creation date: 2023-12-15

Median MarketCap: 33402

50.0% stocks on Nasdaq; 50.0% stocks on NYSE/Amex

Sector
Technology	39%
Industrials	23%
Financials	16%
Consumer Cyclicals	9%
Healthcare	7%
Energy	5%
Real Estate	2%

Industry
Software	16%
Banks	9%
Heavy Machinery & V	7%
Electrical Componen	7%
Online Services	7%
IT Services & Consu	7%
Investment Manageme	5%
Biotechnology & Med	5%
Semiconductors	2%
Communications & Ne	2%
Corporate Financial	2%
Oil & Gas - Related	2%
Oil & Gas - Transpo	2%
Aerospace & Defense	2%
Construction & Engi	2%
Business Support Se	2%
Professional Inform	2%
Apparel & Accessori	2%
Hotels, Motels & Cr	2%
Leisure & Recreatio	2%
Retailers - Apparel	2%
Fintech	2%
Fintech - Blockchai	2%
REITs - Specialized	2%
Pharmaceuticals	2%

Country
United States	79%
Ireland	7%
Luxembourg	2%
Uruguay	2%
Brazil	2%
Canada	2%
Cayman Islands	2%
India	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	NOW	Software	Technology	146706	US	ServiceNow
3.96	PANW	Software	Technology	98960	US	Palo Alto Networks
3.96	ADSK	Software	Technology	50251	US	Autodesk
3.92	SNPS	Software	Technology	86342	US	Synopsys
3.88	CDNS	Software	Technology	75244	US	Cadence Design Systems
3.80	WDAY	Software	Technology	73293	US	Workday
3.80	ROP	Software	Technology	58834	US	Roper Technologies
3.96	CRWD	IT Services & Consu	Technology	60526	US	Crowdstrike Holdings
3.96	QLYS	IT Services & Consu	Technology	7121	US	Qualys
3.92	GLOB	IT Services & Consu	Technology	10041	Luxembourg	Globant SA
3.96	PDD	Online Services	Technology	194518	Ireland	PDD Holdings - ADR
3.96	MELI	Online Services	Technology	81510	Uruguay	MercadoLibre
3.80	DUOL	Online Services	Technology	9792	US	Duolingo
3.96	NVDA	Semiconductors	Technology	1187774	US	NVIDIA
3.96	ANET	Communications & Ne	Technology	71413	US	Arista Networks
3.96	STNE	Fintech	Technology	5192	Cayman Islands	StoneCo Ltd
3.84	COIN	Fintech - Blockchai	Technology	35997	US	Coinbase Global
3.96	WAB	Heavy Machinery & V	Industrials	21773	US	Westinghouse Air Brake Technol
3.92	PCAR	Heavy Machinery & V	Industrials	51293	US	PACCAR
3.84	OSK	Heavy Machinery & V	Industrials	6753	US	Oshkosh
3.88	VRT	Electrical Componen	Industrials	18286	US	Vertiv Holdings Co
3.84	ETN	Electrical Componen	Industrials	94550	Ireland	Eaton PLC
3.80	TT	Electrical Componen	Industrials	54170	Ireland	Trane Technologies PLC
3.92	HWM	Aerospace & Defense	Industrials	22321	US	Howmet Aerospace
3.92	FIX	Construction & Engi	Industrials	7178	US	Comfort Systems USA,
3.92	URI	Business Support Se	Industrials	35935	US	United Rentals,
3.88	MCO	Professional Inform	Industrials	71520	US	Moody's
3.92	ITUB	Banks	Financials	60149	Brazil	Itau Unibanco Holding SA (ADR)
3.92	WTFC	Banks	Financials	5756	US	Wintrust Financial
3.88	TBBK	Banks	Financials	2160	US	Bancorp
3.80	CUBI	Banks	Financials	1624	US	Customers Bancorp
3.96	KKR	Investment Manageme	Financials	70429	US	KKR & Co
3.84	BK	Investment Manageme	Financials	39184	US	Bank of New York Mellon
3.92	FTAI	Corporate Financial	Financials	4482	US	FTAI Aviation Ltd
3.92	LULU	Apparel & Accessori	Consumer Cyclicals	61082	Canada	Lululemon Athletica
3.96	RCL	Hotels, Motels & Cr	Consumer Cyclicals	30869	US	Royal Caribbean Cruises Ltd
3.88	MMYT	Leisure & Recreatio	Consumer Cyclicals	4888	India	Makemytrip Ltd
3.96	ANF	Retailers - Apparel	Consumer Cyclicals	4222	US	Abercrombie & Fitch Co
3.92	IMGN	Biotechnology & Med	Healthcare	8017	US	ImmunoGen,
3.84	AZTA	Biotechnology & Med	Healthcare	3393	US	Azenta
3.80	AMRX	Pharmaceuticals	Healthcare	1444	US	Amneal Pharmaceuticals
3.92	AROC	Oil & Gas - Related	Energy	2297	US	Archrock
3.96	LPG	Oil & Gas - Transpo	Energy	1603	US	Dorian LPG Ltd
3.96	PMT	REITs - Specialized	Real Estate	1301	US	PennyMac Mortgage Investment T

---

0GPA38TB

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	MSFT	MICROSOFT CORP	MSFT		Technology	3	$1,112.2	11.1%	$370.73
10%	NOW	Servicenow Inc	NOW		Technology	1	$698.2	7.0%	$698.24
10%	NVDA	NVIDIA CORP	NVDA		Technology	2	$977.8	9.8%	$488.9
10%	NVO	Novo Nordisk A/S Adr	NVO		Healthcare	10	$971.0	9.7%	$97.1
11%	PDD	Pinduoduo Inc	PDD		Technology	7	$1,038.5	10.4%	$148.35
15%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	4	$1,621.4	16.2%	$405.34
15%	SPY	SPDR S&P 500	SPY		n.a.	3	$1,408.0	14.0%	$469.33
0%	ASML	A S M L Holding N.V. NY	ASML	added	Technology	0	$0.0	0.0%	$752.96
10%	V	VISA INC CL A		removed	Technology	4	$1,032.1	10.3%	$258.03
9%	ADBE	ADOBE SYSTEMS INC		removed	Technology	2	$1,169.4	11.7%	$584.68

---

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	3	SMH	Semiconductors	Early to Mid Cycle	2023-12-15
growth	5.25	2	XLK	Technology Select Sector	Early to Mid Cycle	2023-12-15
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-12-15
growth	5.00	2	XSD	Semiconductor*		2023-12-15
cyclical	4.50	5	VNQ	REITS*	Early to Mid Cycle	2023-12-15
cyclical	4.50	1	VCR	Discretionary*	Early Cycle	2023-12-15
cyclical	4.50	6	XRT	Retail*	Mid to Early Cycle	2023-12-15
cyclical	4.50	2	VXF	Extended Market*		2023-12-15
cyclical	4.50	2	XLY	Consumer Discretionary*	Early Cycle	2023-12-15
cyclical	5.25	11	KBE	Bank		2023-12-15
cyclical	5.25	3	XAR	Aerospace & Defense		2023-12-15
cyclical	5.25	5	VFH	Financials	Mid and Early Cycle	2023-12-15
cyclical	5.25	14	XLF	Financial Select	Mid and Early Cycle	2023-12-15
cyclical	5.25	1	VUG	Large Cap growth		2023-12-15
cyclical	5.25	10	TQQQ	Growth*		2023-12-15
cyclical	5.25	9	UPRO	SP500*		2023-12-15
cyclical	5.00	5	XHB	Homebuilders*		2023-12-15
cyclical	5.00	3	XSW	Software & Services*		2023-12-15
cyclical	5.00	5	XWEB	Internet*		2023-12-15
cyclical	5.00	5	XBI	Biotech*	Early to Mid Cycle	2023-12-15

---

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	2	XLK	Technology Select Sector	Early to Mid Cycle	2023-12-15
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-12-15
cyclical	5.25	1	VCR	Discretionary*	Early Cycle	2023-12-15
cyclical	5.25	3	XAR	Aerospace & Defense		2023-12-15
cyclical	5.25	5	XHB	Homebuilders*		2023-12-15
cyclical	5.25	3	XSW	Software & Services*		2023-12-15
cyclical	5.25	11	KBE	Bank		2023-12-15
cyclical	5.25	5	VFH	Financials	Mid and Early Cycle	2023-12-15
cyclical	5.25	7	XRT	Retail*	Mid to Early Cycle	2023-12-15
cyclical	5.25	6	XWEB	Internet*		2023-12-15

---

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	*SNPS	Synopsys Inc	Software	2023-12-15	3.92
2	5.25	0	KLAC	KLA Corp	Semiconductor Equipment & Tes	2023-12-15	3.36
3	5.25	9	*HWM	Howmet Aerospace Inc	Aerospace & Defense	2023-12-15	3.92
4	5.25	0	*AVGO	Broadcom Inc	Semiconductors	2023-12-15	3.84
5	5.25	2	*ETN	Eaton Corporation PLC	Electrical Components & Equip	2023-12-15	3.84
6	5.25	2	*PWR	Quanta Services Inc	Construction & Engineering	2023-12-15	3.92
7	5.25	1	*MSI	Motorola Solutions Inc	Communications & Networking	2023-12-15	3.44
8	5.25	1	*CDNS	Cadence Design Systems In	Software	2023-12-15	3.88
9	5.25	1	MSFT	Microsoft Corp	Software	2023-12-15	3.88
10	5.25	3	PGR	Progressive Corp	Insurance - Property & Casual	2023-12-15	2.96
11	5.00	0	*COST	Costco Wholesale Corporat	Retailers - Discount Stores	2023-12-15	3.72
12	5.00	0	*CTAS	Cintas Corporation	Business Support Services	2023-12-15	3.44
13	5.00	0	*LLY	Eli Lilly And Co	Pharmaceuticals	2023-12-15	3.28
14	5.00	1	NVDA	NVIDIA Corp	Semiconductors	2023-12-15	3.96
15	5.00	3	*RSG	Republic Services Inc	Environmental Services & Equi	2023-12-15	3.40
16	4.50	1	*LIN	Linde PLC	Chemicals - Commodity	2023-12-15	3.00
17	4.50	6	*BRO	Brown & Brown, Inc.	Insurance - Multiline & Broke	2023-12-15	2.92
18	4.50	2	*AJG	Arthur J. Gallagher & Co.	Insurance - Multiline & Broke	2023-12-15	2.68



Stats for 2023-12-08 (2nd week of the Month)

Stats for 2023-12-08 (2nd week of the Month)

List creation date: 2023-12-08

Median MarketCap: 32210

43.9% stocks on Nasdaq; 56.1% stocks on NYSE/Amex

Sector
Technology	41%
Industrials	24%
Financials	20%
Consumer Cyclicals	10%
Energy	2%
Academic & Educational S	2%

Industry
Software	17%
Banks	12%
IT Services & Consu	10%
Aerospace & Defense	7%
Online Services	7%
Electrical Componen	7%
Heavy Machinery & V	5%
Oil & Gas - Related	2%
Fintech - Blockchai	2%
Miscellaneous Educa	2%
Construction & Engi	2%
Business Support Se	2%
Apparel & Accessori	2%
Restaurants & Bars	2%
Leisure & Recreatio	2%
Retailers - Apparel	2%
Corporate Financial	2%
Investment Manageme	2%
Insurance - Reinsur	2%
Semiconductors	2%
Communications & Ne	2%

Country
United States	68%
Ireland	7%
Brazil	5%
Uruguay	5%
Canada	2%
China	2%
India	2%
Luxembourg	2%
Netherlands	2%
Spain	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	NOW	Software	Technology	140677	US	ServiceNow
3.96	PANW	Software	Technology	90554	US	Palo Alto Networks
3.92	MSFT	Software	Technology	2741018	US	Microsoft
3.88	ADBE	Software	Technology	271222	US	Adobe
3.84	WDAY	Software	Technology	70305	US	Workday
3.84	ROP	Software	Technology	57189	US	Roper Technologies
3.80	ESTC	Software	Technology	11238	Netherlands	Elastic NV
3.96	CRWD	IT Services & Consu	Technology	57496	US	Crowdstrike Holdings
3.96	QLYS	IT Services & Consu	Technology	6832	US	Qualys
3.92	MANH	IT Services & Consu	Technology	13833	US	Manhattan Associates
3.88	GLOB	IT Services & Consu	Technology	9446	Luxembourg	Globant SA
3.96	PDD	Online Services	Technology	188646	Ireland	PDD Holdings - ADR
3.96	MELI	Online Services	Technology	79341	Uruguay	MercadoLibre
3.80	V	Online Services	Technology	510677	US	Visa
3.92	NVDA	Semiconductors	Technology	1123924	US	NVIDIA
3.96	ANET	Communications & Ne	Technology	66389	US	Arista Networks
3.88	COIN	Fintech - Blockchai	Technology	32210	US	Coinbase Global
3.96	HWM	Aerospace & Defense	Industrials	21538	US	Howmet Aerospace
3.92	PSN	Aerospace & Defense	Industrials	6625	US	Parsons
3.80	ERJ	Aerospace & Defense	Industrials	3504	Brazil	Embraer SA (ADR)
3.92	VRT	Electrical Componen	Industrials	16845	US	Vertiv Holdings Co
3.84	ETN	Electrical Componen	Industrials	90609	Ireland	Eaton PLC
3.80	TT	Electrical Componen	Industrials	52445	Ireland	Trane Technologies PLC
3.96	WAB	Heavy Machinery & V	Industrials	21193	US	Westinghouse Air Brake Technol
3.92	PCAR	Heavy Machinery & V	Industrials	49546	US	PACCAR
3.92	FIX	Construction & Engi	Industrials	6662	US	Comfort Systems USA,
3.84	URI	Business Support Se	Industrials	32294	US	United Rentals,
3.96	WTFC	Banks	Financials	5469	US	Wintrust Financial
3.92	ITUB	Banks	Financials	58315	Brazil	Itau Unibanco Holding SA (ADR)
3.92	TBBK	Banks	Financials	2089	US	Bancorp
3.88	BBVA	Banks	Financials	55538	Spain	Banco Bilbao Vizcaya Argentari
3.84	CUBI	Banks	Financials	1536	US	Customers Bancorp
3.92	FTAI	Corporate Financial	Financials	4155	US	FTAI Aviation Ltd
3.96	KKR	Investment Manageme	Financials	66137	US	KKR & Co
3.92	RGA	Insurance - Reinsur	Financials	10644	US	Reinsurance Group of America I
3.96	LULU	Apparel & Accessori	Consumer Cyclicals	58294	Canada	Lululemon Athletica
3.92	ARCO	Restaurants & Bars	Consumer Cyclicals	2602	Uruguay	Arcos Dorados Holdings
3.84	MMYT	Leisure & Recreatio	Consumer Cyclicals	4590	India	Makemytrip Ltd
3.96	ANF	Retailers - Apparel	Consumer Cyclicals	3884	US	Abercrombie & Fitch Co
3.88	AROC	Oil & Gas - Related	Energy	2222	US	Archrock
3.88	EDU	Miscellaneous Educa	Academic & Educational S	12920	China	New Oriental Edu & Tech

---

0GPA38TB

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	ADBE	ADOBE SYSTEMS INC	ADBE		Technology	2	$1,220.0	11.3%	$610.01
10%	MSFT	MICROSOFT CORP	MSFT		Technology	3	$1,122.7	10.4%	$374.23
10%	NOW	Servicenow Inc	NOW		Technology	2	$1,398.2	12.9%	$699.08
10%	NVDA	NVIDIA CORP	NVDA		Technology	2	$950.1	8.8%	$475.06
10%	NVO	Novo Nordisk A/S Adr	NVO		Healthcare	11	$1,063.0	9.8%	$96.64
10%	PDD	Pinduoduo Inc	PDD		Technology	8	$1,111.7	10.3%	$138.96
15%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	4	$1,568.7	14.5%	$392.17
15%	SPY	SPDR S&P 500	SPY		n.a.	3	$1,380.6	12.7%	$460.2
10%	V	VISA INC CL A	V		Technology	4	$1,023.0	9.4%	$255.74

---

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	1	QQQ	Growth		2023-12-08
growth	5.25	3	SMH	Semiconductors	Early to Mid Cycle	2023-12-08
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-12-08
growth	5.25	2	XLK	Technology Select Sector	Early to Mid Cycle	2023-12-08
cyclical	5.25	4	XAR	Aerospace & Defense		2023-12-08
cyclical	5.25	12	KBE	Bank		2023-12-08
cyclical	5.25	1	VUG	Large Cap growth		2023-12-08
cyclical	5.25	5	VFH	Financials	Mid and Early Cycle	2023-12-08
cyclical	5.25	14	XLF	Financial Select	Mid and Early Cycle	2023-12-08
cyclical	5.25	9	ONEQ	Nasdaq Index		2023-12-08
cyclical	5.00	3	MTUM	BlackRock Momentum		2023-12-08
cyclical	5.00	11	TQQQ	Growth*		2023-12-08
cyclical	5.00	10	UPRO	SP500*		2023-12-08
cyclical	5.00	5	XHB	Homebuilders*		2023-12-08
cyclical	5.00	3	XSW	Software & Services*		2023-12-08
cyclical	4.50	5	XWEB	Internet*		2023-12-08
cyclical	4.50	1	VCR	Discretionary*	Early Cycle	2023-12-08
cyclical	4.50	6	XRT	Retail*	Mid to Early Cycle	2023-12-08
cyclical	4.50	9	KIE	Insurance+		2023-12-08
cyclical	4.50	2	XLY	Consumer Discretionary*	Early Cycle	2023-12-08

---

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	2	XLK	Technology Select Sector	Early to Mid Cycle	2023-12-08
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-12-08
growth	5.25	1	QQQ	Growth		2023-12-08
growth	5.25	3	SMH	Semiconductors	Early to Mid Cycle	2023-12-08
cyclical	5.25	4	XAR	Aerospace & Defense		2023-12-08
cyclical	5.25	5	VFH	Financials	Mid and Early Cycle	2023-12-08
cyclical	5.25	12	KBE	Bank		2023-12-08
cyclical	5.25	3	XSW	Software & Services*		2023-12-08
cyclical	5.25	1	VUG	Large Cap growth		2023-12-08
cyclical	5.25	5	XHB	Homebuilders*		2023-12-08

---

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	9	*HWM	Howmet Aerospace Inc	Aerospace & Defense	2023-12-08	3.96
2	5.25	0	KLAC	KLA Corp	Semiconductor Equipment & Tes	2023-12-08	3.16
3	5.25	0	*SNPS	Synopsys Inc	Software	2023-12-08	3.88
4	5.25	1	*MSI	Motorola Solutions Inc	Communications & Networking	2023-12-08	3.88
5	5.25	1	MSFT	Microsoft Corp	Software	2023-12-08	3.92
6	5.25	0	*LLY	Eli Lilly And Co	Pharmaceuticals	2023-12-08	3.56
7	5.25	2	*ETN	Eaton Corporation PLC	Electrical Components & Equip	2023-12-08	3.84
8	5.25	0	*CTAS	Cintas Corporation	Business Support Services	2023-12-08	3.68
9	5.25	2	*CDNS	Cadence Design Systems In	Software	2023-12-08	3.76
10	5.25	3	*RSG	Republic Services Inc	Environmental Services & Equi	2023-12-08	3.60
11	5.00	1	*LIN	Linde PLC	Chemicals - Commodity	2023-12-08	3.12
12	5.00	2	*AJG	Arthur J. Gallagher & Co.	Insurance - Multiline & Broke	2023-12-08	3.56
13	5.00	0	*AVGO	Broadcom Inc	Semiconductors	2023-12-08	3.64
14	5.00	0	*COST	Costco Wholesale Corporat	Retailers - Discount Stores	2023-12-08	3.68
15	5.00	6	*BRO	Brown & Brown, Inc.	Insurance - Multiline & Broke	2023-12-08	3.48
16	4.50	0	UNH	UnitedHealth Group Inc	Managed Health care	2023-12-08	3.40
17	4.50	2	*PWR	Quanta Services Inc	Construction & Engineering	2023-12-08	3.84



Stats for 2023-12-01 (1st week of the Month)

Stats for 2023-12-01 (1st week of the Month)

List creation date: 2023-12-01

Median MarketCap: 20940

46.0% stocks on Nasdaq; 54.0% stocks on NYSE/Amex

Sector
Technology	48%
Financials	16%
Industrials	16%
Consumer Cyclicals	8%
Energy	4%
Basic Materials	2%
Healthcare	2%
Real Estate	2%
Academic & Educational S	2%

Industry
Software	22%
Online Services	12%
IT Services & Consu	8%
Banks	8%
Investment Manageme	4%
Aerospace & Defense	4%
Heavy Machinery & V	4%
Electrical Componen	4%
Construction & Engi	2%
Business Support Se	2%
Apparel & Accessori	2%
Restaurants & Bars	2%
Casinos & Gaming	2%
Retailers - Apparel	2%
Insurance - Reinsur	2%
Pharmaceuticals	2%
Communications & Ne	2%
Electronic Equipmen	2%
Corporate Financial	2%
Oil & Gas - Related	2%
Oil & Gas - Transpo	2%
Metals & Mining - I	2%
Fintech - Blockchai	2%
REITs - Specialized	2%
Miscellaneous Educa	2%

Country
United States	78%
Uruguay	4%
Ireland	4%
Luxembourg	2%
Spain	2%
United Kingdom	2%
Brazil	2%
Canada	2%
China	2%
Denmark	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	MSFT	Software	Technology	2815713	US	Microsoft
3.96	NOW	Software	Technology	139181	US	ServiceNow
3.96	PANW	Software	Technology	91093	US	Palo Alto Networks
3.96	SNPS	Software	Technology	84020	US	Synopsys
3.92	WDAY	Software	Technology	69298	US	Workday
3.92	VTEX	Software	Technology	1294	United Kingdom	VTEX
3.88	ADBE	Software	Technology	281098	US	Adobe
3.88	CDNS	Software	Technology	74874	US	Cadence Design Systems
3.84	ROP	Software	Technology	56170	US	Roper Technologies
3.84	CXM	Software	Technology	4155	US	Sprinklr
3.80	ESMT	Software	Technology	3839	US	EngageSmart
3.96	PDD	Online Services	Technology	188301	Ireland	PDD Holdings - ADR
3.96	MELI	Online Services	Technology	81430	Uruguay	MercadoLibre
3.84	META	Online Services	Technology	853708	US	Meta Platforms
3.84	V	Online Services	Technology	510556	US	Visa
3.84	DUOL	Online Services	Technology	9223	US	Duolingo
3.84	YELP	Online Services	Technology	2976	US	Yelp
3.96	CRWD	IT Services & Consu	Technology	55982	US	Crowdstrike Holdings
3.96	MANH	IT Services & Consu	Technology	13767	US	Manhattan Associates
3.96	QLYS	IT Services & Consu	Technology	6760	US	Qualys
3.88	GLOB	IT Services & Consu	Technology	9371	Luxembourg	Globant SA
3.92	ANET	Communications & Ne	Technology	68224	US	Arista Networks
3.88	DAKT	Electronic Equipmen	Technology	497	US	Daktronics
3.84	COIN	Fintech - Blockchai	Technology	30580	US	Coinbase Global
3.96	HWM	Aerospace & Defense	Industrials	21242	US	Howmet Aerospace
3.88	PSN	Aerospace & Defense	Industrials	6522	US	Parsons
3.96	WAB	Heavy Machinery & V	Industrials	20639	US	Westinghouse Air Brake Technol
3.92	PCAR	Heavy Machinery & V	Industrials	47762	US	PACCAR
3.88	VRT	Electrical Componen	Industrials	16131	US	Vertiv Holdings Co
3.84	ETN	Electrical Componen	Industrials	90162	Ireland	Eaton PLC
3.92	FIX	Construction & Engi	Industrials	6832	US	Comfort Systems USA,
3.92	URI	Business Support Se	Industrials	32279	US	United Rentals,
3.92	ITUB	Banks	Financials	57920	Brazil	Itau Unibanco Holding SA (ADR)
3.92	BBVA	Banks	Financials	56898	Spain	Banco Bilbao Vizcaya Argentari
3.92	WTFC	Banks	Financials	5209	US	Wintrust Financial
3.92	TBBK	Banks	Financials	2098	US	Bancorp
3.96	KKR	Investment Manageme	Financials	66146	US	KKR & Co
3.92	TRIN	Investment Manageme	Financials	640	US	Trinity Capital
3.96	FTAI	Corporate Financial	Financials	4090	US	FTAI Aviation Ltd
3.92	RGA	Insurance - Reinsur	Financials	10561	US	Reinsurance Group of America I
3.92	LULU	Apparel & Accessori	Consumer Cyclicals	55469	Canada	Lululemon Athletica
3.92	ARCO	Restaurants & Bars	Consumer Cyclicals	2466	Uruguay	Arcos Dorados Holdings
3.84	LNW	Casinos & Gaming	Consumer Cyclicals	7825	US	Light & Wonder
3.92	ANF	Retailers - Apparel	Consumer Cyclicals	3834	US	Abercrombie & Fitch Co
3.88	AROC	Oil & Gas - Related	Energy	2236	US	Archrock
3.92	LPG	Oil & Gas - Transpo	Energy	1691	US	Dorian LPG Ltd
3.88	CRS	Metals & Mining - I	Basic Materials	3391	US	Carpenter Technologyorati
3.96	NVO	Pharmaceuticals	Healthcare	349237	Denmark	Novo Nordisk A/S (ADR)
3.84	DLR	REITs - Specialized	Real Estate	41854	US	Digital Realty Trust
3.92	EDU	Miscellaneous Educa	Academic & Educational S	12968	China	New Oriental Edu & Tech

---

0GPA38TB

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	ADBE	ADOBE SYSTEMS INC	ADBE		Technology	2	$1,224.9	11.3%	$612.47
9%	META		META		Technology	3	$974.5	9.0%	$324.82
10%	MSFT	MICROSOFT CORP	MSFT		Technology	3	$1,123.5	10.4%	$374.51
10%	NOW	Servicenow Inc	NOW		Technology	2	$1,381.6	12.7%	$690.79
9%	NVDA	NVIDIA CORP	NVDA		Technology	2	$935.3	8.6%	$467.65
9%	NVO	Novo Nordisk A/S Adr	NVO		Healthcare	10	$1,004.0	9.2%	$100.4
13%	PDD	Pinduoduo Inc	PDD		Technology	9	$1,307.4	12.0%	$145.27
5%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	1	$389.9	3.6%	$389.94
5%	SPY	SPDR S&P 500	SPY		n.a.	1	$459.1	4.2%	$459.1
10%	V	VISA INC CL A	V		Technology	4	$1,025.8	9.4%	$256.45
10%	AMZN	AMAZON.COM INC		removed	Consumer Cyclicals	7	$1,029.2	9.5%	$147.03

---

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		2023-12-01
growth	5.25	2	XLK	Technology Select Sector	Early to Mid Cycle	2023-12-01
growth	5.25	3	SMH	Semiconductors	Early to Mid Cycle	2023-12-01
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-12-01
cyclical	5.25	1	VUG	Large Cap growth		2023-12-01
cyclical	5.25	3	MTUM	BlackRock Momentum		2023-12-01
cyclical	5.25	12	KBE	Bank		2023-12-01
cyclical	5.25	2	GLD	Gold	Inflation	2023-12-01
cyclical	5.25	14	XLF	Financial Select	Mid and Early Cycle	2023-12-01
cyclical	5.25	5	VFH	Financials	Mid and Early Cycle	2023-12-01
cyclical	5.00	8	ONEQ	Nasdaq Index		2023-12-01
cyclical	5.00	11	TQQQ	Growth*		2023-12-01
cyclical	5.00	10	UPRO	SP500*		2023-12-01
cyclical	5.00	3	XAR	Aerospace & Defense*		2023-12-01
cyclical	5.00	5	XHB	Homebuilders*		2023-12-01
cyclical	4.50	19	SLV	Silver*	Inflation	2023-12-01
cyclical	4.50	9	KIE	Insurance+		2023-12-01
cyclical	4.50	42	SLVP	Global Silver and Metals Miners*	Inflation	2023-12-01
cyclical	4.50	6	XLC	Communication Services+	Mid Cycle	2023-12-01
cyclical	4.50	3	XSW	Software & Services*		2023-12-01

---

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	SMH	Semiconductors	Early to Mid Cycle	2023-12-01
growth	5.25	1	QQQ	Growth		2023-12-01
growth	5.25	2	XLK	Technology Select Sector	Early to Mid Cycle	2023-12-01
growth	5.25	1	VGT	Information Technology	Early to Mid Cycle	2023-12-01
cyclical	5.25	1	VUG	Large Cap growth		2023-12-01
cyclical	5.25	4	XAR	Aerospace & Defense*		2023-12-01
cyclical	5.25	3	XSW	Software & Services*		2023-12-01
cyclical	5.25	12	KBE	Bank		2023-12-01
cyclical	5.25	3	MTUM	BlackRock Momentum		2023-12-01
cyclical	5.25	6	XHB	Homebuilders*		2023-12-01

---

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	KLAC	KLA Corp	Semiconductor Equipment & Tes	2023-12-01	3.24
2	5.25	0	*SNPS	Synopsys Inc	Software	2023-12-01	3.96
3	5.25	9	*HWM	Howmet Aerospace Inc	Aerospace & Defense	2023-12-01	3.96
4	5.25	1	*MSI	Motorola Solutions Inc	Communications & Networking	2023-12-01	3.88
5	5.25	0	*LLY	Eli Lilly And Co	Pharmaceuticals	2023-12-01	3.52
6	5.25	1	*CDNS	Cadence Design Systems In	Software	2023-12-01	3.88
7	5.25	0	*AVGO	Broadcom Inc	Semiconductors	2023-12-01	3.48
8	5.25	0	*CTAS	Cintas Corporation	Business Support Services	2023-12-01	3.72
9	5.25	2	*ETN	Eaton Corporation PLC	Electrical Components & Equip	2023-12-01	3.84
10	5.25	3	*RSG	Republic Services Inc	Environmental Services & Equi	2023-12-01	3.76
11	5.00	2	*AJG	Arthur J. Gallagher & Co.	Insurance - Multiline & Broke	2023-12-01	3.64
12	5.00	1	*LIN	Linde PLC	Chemicals - Commodity	2023-12-01	3.48
13	5.00	1	NVDA	NVIDIA Corp	Semiconductors	2023-12-01	3.96
14	5.00	6	*BRO	Brown & Brown, Inc.	Insurance - Multiline & Broke	2023-12-01	3.48
15	5.00	0	UNH	UnitedHealth Group Inc	Managed Health care	2023-12-01	3.44
16	4.50	0	*COST	Costco Wholesale Corporat	Retailers - Discount Stores	2023-12-01	3.64
17	4.50	2	*MMC	Marsh & McLennan Companie	Insurance - Multiline & Broke	2023-12-01	3.48
18	4.50	2	*PWR	Quanta Services Inc	Construction & Engineering	2023-12-01	3.64