Stats for 2024-10-18 (3rd week of the Month)

Stats for 2024-10-18 (3rd week of the Month)

List creation date: 2024-10-18

Median MarketCap: 12099

46.2% stocks on Nasdaq; 53.8% stocks on NYSE/Amex

Sector
Financials	23%
Information Technology	23%
Industrials	19%
Consumer Discretionary	10%
Health Care	10%
Materials	4%
Consumer Staples	4%
Communication Services	4%
Real Estate	4%

Industry
Software	17%
Capital Markets	12%
Aerospace & Defense	8%
Insurance	6%
Construction & Engine	6%
Metals & Mining	4%
Health Care REITs	4%
Semiconductors & Semi	4%
Hotels, Restaurants &	4%
Diversified Consumer	4%
Financial Services	4%
Health Care Providers	4%
Health Care Technolog	2%
Biotechnology	2%
Building Products	2%
Consumer Finance	2%
Consumer Staples Dist	2%
Food Products	2%
Health Care Equipment	2%
Electrical Equipment	2%
Passenger Airlines	2%
Household Durables	2%
Media	2%
Entertainment	2%
Communications Equipm	2%

Country
United States	86%
Canada	4%
Ireland	2%
Israel	2%
Luxembourg	2%
Taiwan	2%
Bahamas	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	HOOD	Capital Markets	Financials	23285	US	Robinhood Markets,
3.92	TW	Capital Markets	Financials	28306	US	Tradeweb Markets
3.92	IBKR	Capital Markets	Financials	16263	US	Interactive Brokers Group,
3.88	SF	Capital Markets	Financials	10499	US	Stifel Financial.
3.84	MC	Capital Markets	Financials	5059	US	Moelis & Company
3.80	JEF	Capital Markets	Financials	13822	US	Jefferies Financial Group
3.96	RYAN	Insurance	Financials	8493	US	Ryan Specialty Holdings,
3.84	SKWD	Insurance	Financials	1834	US	Skyward Specialty Insurance Gr
3.80	TRUP	Insurance	Financials	2339	US	Trupanion,
3.96	FOUR	Financial Services	Financials	6333	US	Shift4 Payments,
3.92	HASI	Financial Services	Financials	4116	US	HA Sustainable Infrastructure
3.84	DFS	Consumer Finance	Financials	37776	US	Discover Financial Services
3.96	PLTR	Software	Information Technology	94057	US	Palantir Technologies
3.96	APP	Software	Information Technology	47798	US	AppLovin
3.96	YOU	Software	Information Technology	3478	US	Clear Secure,
3.92	ADSK	Software	Information Technology	62484	US	Autodesk,
3.92	MANH	Software	Information Technology	18652	US	Manhattan Associates,
3.92	MNDY	Software	Information Technology	14253	Israel	monday.com Ltd.
3.92	VERX	Software	Information Technology	6641	US	Vertex,
3.84	SMAR	Software	Information Technology	7801	US	Smartsheet
3.84	PEGA	Software	Information Technology	6279	US	Pegasystems
3.96	TSM	Semiconductors & Semi	Information Technology	833035	Taiwan	Taiwan Semiconductor Manufactu
3.88	NVDA	Semiconductors & Semi	Information Technology	3358852	US	NVIDIA
3.92	ANET	Communications Equipm	Information Technology	127983	US	Arista Networks,
3.96	AXON	Aerospace & Defense	Industrials	32836	US	Axon Enterprise,
3.92	HEI	Aerospace & Defense	Industrials	31860	US	HEICO
3.88	HWM	Aerospace & Defense	Industrials	43349	US	Howmet Aerospace
3.80	BWXT	Aerospace & Defense	Industrials	11437	US	BWX Technologies,
3.96	EME	Construction & Engine	Industrials	21171	US	EMCOR Group,
3.96	GLDD	Construction & Engine	Industrials	807	US	Great Lakes Dredge & Dock
3.92	ROAD	Construction & Engine	Industrials	3980	US	Construction Partners,
3.88	TT	Building Products	Industrials	90300	Ireland	Trane Technologies plc
3.96	POWL	Electrical Equipment	Industrials	3304	US	Powell Industries,
3.96	SKYW	Passenger Airlines	Industrials	3795	US	SkyWest,
3.96	RCL	Hotels, Restaurants &	Consumer Discretionary	54089	US	Royal Caribbean Cruises Ltd.
3.96	CCL	Hotels, Restaurants &	Consumer Discretionary	27523	US	Carnival & plc
3.96	DUOL	Diversified Consumer	Consumer Discretionary	12524	US	Duolingo,
3.80	OSW	Diversified Consumer	Consumer Discretionary	1866	Bahamas	OneSpaWorld Holdings Limited
3.92	GRBK	Household Durables	Consumer Discretionary	3650	US	Green Brick Partners,
3.92	HIMS	Health Care Providers	Health Care	4667	US	Hims & Hers Health,
3.88	CSTL	Health Care Providers	Health Care	917	US	Castle Biosciences,
3.88	BSX	Health Care Equipment	Health Care	127264	US	Boston Scientific
3.88	DOCS	Health Care Technolog	Health Care	7957	US	Doximity,
3.92	EXEL	Biotechnology	Health Care	8289	US	Exelixis,
3.84	KGC	Metals & Mining	Materials	12519	Canada	Kinross Gold
3.84	SVM	Metals & Mining	Materials	1023	Canada	Silvercorp Metals
3.80	SFM	Consumer Staples Dist	Consumer Staples	11680	US	Sprouts Farmers Market,
3.92	CALM	Food Products	Consumer Staples	4629	US	Cal-Maine Foods,
3.96	TTD	Media	Communication Services	58021	US	The Trade Desk,
3.92	SPOT	Entertainment	Communication Services	73646	Luxembourg	Spotify Technology S.A.
3.88	WELL	Health Care REITs	Real Estate	80862	US	Welltower
3.84	CTRE	Health Care REITs	Real Estate	4728	US	CareTrust REIT,

---

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		Information Technology	3	$1,206.0	9.7%	$402
10%	*BSX	BOSTON SCIENTIFIC CORP	BSX		Health Care	13	$1,144.9	9.2%	$88.07
10%	*META		META		Communication Services	2	$1,152.9	9.3%	$576.47
10%	*NVDA	NVIDIA CORP	NVDA		Information Technology	8	$1,104.0	8.9%	$138
5%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	1	$494.5	4.0%	$494.47
5%	SPY	SPDR S&P 500	SPY		n.a.	1	$584.6	4.7%	$584.59
10%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM		Information Technology	6	$1,204.7	9.7%	$200.78
10%	MELI	MERCADOLIBRE INC		removed	Consumer Discretionary	1	$2,079.8	16.7%	$2079.79
11%	NFLX	NETFLIX INC		removed	Communication Services	2	$1,527.8	12.3%	$763.89
10%	*LLY	LILLY ELI & CO		removed	Health Care	1	$918.0	7.4%	$917.97
10%	*PGR	PROGRESSIVE CORP OHIO		removed	Financials	4	$1,004.5	8.1%	$251.12

---

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		2024-10-18
growth	5.25	2	XLY	Consumer Discretionary	Early Cycle	2024-10-18
growth	5.00	3	XLI	Industrial*	Late and Early to Mid Cycle	2024-10-18
growth	4.50	1	VIS	Industrial*	Late and Early to Mid Cycle	2024-10-18
growth	4.50	2	MTUM	BlackRock Momentum*		2024-10-18
growth	4.50	1	VCR	Discretionary*	Early Cycle	2024-10-18
cyclical	4.50	9	EEM	Emerging Markets*		2024-10-18
cyclical	4.50	5	XTN	Transportation*	Mid to Late cycle	2024-10-18
cyclical	5.25	2	GLD	Gold	Inflation	2024-10-18
cyclical	5.00	3	XAR	Aerospace & Defense		2024-10-18
cyclical	5.00	7	XME	Metals and Mining*	Late Cycle to Recession	2024-10-18
cyclical	5.00	16	SLV	Silver*	Inflation	2024-10-18
cyclical	5.00	10	VWO	FTSE emerging market*		2024-10-18
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-10-18
cyclical	5.25	14	RING	Gold Miners	Inflation	2024-10-18
cyclical	5.25	2	VPU	Utilities	Late Cycle to Recession	2024-10-18
cyclical	5.25	5	XTL	Telecom		2024-10-18
cyclical	5.25	5	UPRO	SP500		2024-10-18
cyclical	5.25	35	SLVP	Global Silver and Metals Miners	Inflation	2024-10-18
cyclical	5.25	4	XHB	Homebuilders		2024-10-18

---

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	XLI	Industrial*	Late and Early to Mid Cycle	2024-10-18
growth	5.25	2	XLY	Consumer Discretionary	Early Cycle	2024-10-18
growth	5.25	1	VIS	Industrial*	Late and Early to Mid Cycle	2024-10-18
growth	5.25	1	VCR	Discretionary*	Early Cycle	2024-10-18
cyclical	5.25	6	XTN	Transportation*	Mid to Late cycle	2024-10-18
cyclical	5.25	17	SLV	Silver*	Inflation	2024-10-18
cyclical	5.25	2	GLD	Gold	Inflation	2024-10-18
cyclical	5.25	5	XTL	Telecom		2024-10-18
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-10-18
cyclical	5.25	2	VPU	Utilities	Late Cycle to Recession	2024-10-18

---

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	2.87	1.0	*AJG	Arthur J. Gallagher & Co.	Insurance	2024-10-18	3.40	4
2	8.57	4.8	*AVGO	Broadcom Inc.	Semiconductors & Semiconducto	2024-10-18	3.44	2,3,4
3	8.57	8.1	*BRO	Brown & Brown, Inc.	Insurance	2024-10-18	3.84	2,3,4
4	5.71	6.5	*BSX	Boston Scientific Corpora	Health Care Equipment & Suppl	2024-10-18	3.88	2,4
5	8.57	1.0	*COST	Costco Wholesale Corporat	Consumer Staples Distribution	2024-10-18	3.40	2,3,4
6	8.57	4.0	*CTAS	Cintas Corporation	Commercial Services & Supplie	2024-10-18	3.72	2,3,4
7	8.57	0.4	*FICO	Fair Isaac Corporation	Software	2024-10-18	2.96	2,3,4
8	2.86	1.3	*MMC	Marsh & McLennan Companie	Insurance	2024-10-18	2.84	4
9	8.57	1.8	*MSI	Motorola Solutions, Inc.	Communications Equipment	2024-10-18	3.80	2,3,4
10	8.57	6.2	*NVDA	NVIDIA Corporation	Semiconductors & Semiconducto	2024-10-18	3.88	2,3,4
11	5.71	0.5	*ORLY	O'Reilly Automotive, Inc.	Specialty Retail	2024-10-18	2.52	2,4
12	8.57	3.4	*PGR	The Progressive Corporati	Insurance	2024-10-18	3.88	2,3,4
13	2.86	1.4	*RSG	Republic Services, Inc.	Commercial Services & Supplie	2024-10-18	3.32	4
14	2.86	0.2	*TDG	TransDigm Group Incorpora	Aerospace & Defense	2024-10-18	3.48	4
15	8.57	14.0	WRB	W. R. Berkley Corporation	Insurance	2024-10-18	3.72	2,3,4



Stats for 2024-10-11 (2nd week of the Month)

Stats for 2024-10-11 (2nd week of the Month)

List creation date: 2024-10-11

Median MarketCap: 14091

54.9% stocks on Nasdaq; 45.1% stocks on NYSE/Amex

Sector
Information Technology	25%
Financials	20%
Industrials	18%
Consumer Discretionary	10%
Health Care	10%
Communication Services	8%
Consumer Staples	8%
Materials	2%

Industry
Software	18%
Capital Markets	10%
Insurance	6%
Semiconductors & Semi	6%
Construction & Engine	6%
Aerospace & Defense	6%
Hotels, Restaurants &	6%
Food Products	4%
Biotechnology	4%
Financial Services	4%
Entertainment	4%
Consumer Staples Dist	4%
Metals & Mining	2%
Health Care Equipment	2%
Health Care Providers	2%
Health Care Technolog	2%
Diversified Consumer	2%
Building Products	2%
Electrical Equipment	2%
Commercial Services &	2%
Household Durables	2%
Interactive Media & S	2%
Media	2%
Communications Equipm	2%

Country
United States	86%
China	4%
Ireland	2%
Israel	2%
Luxembourg	2%
Taiwan	2%
Canada	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	PLTR	Software	Information Technology	97461	US	Palantir Technologies
3.96	APP	Software	Information Technology	48413	US	AppLovin
3.96	YOU	Software	Information Technology	3101	US	Clear Secure,
3.92	MANH	Software	Information Technology	18006	US	Manhattan Associates,
3.92	MNDY	Software	Information Technology	14091	Israel	monday.com Ltd.
3.88	ADSK	Software	Information Technology	59718	US	Autodesk,
3.88	PEGA	Software	Information Technology	6292	US	Pegasystems
3.88	VERX	Software	Information Technology	6166	US	Vertex,
3.84	SMAR	Software	Information Technology	7723	US	Smartsheet
3.96	TSM	Semiconductors & Semi	Information Technology	819715	Taiwan	Taiwan Semiconductor Manufactu
3.92	PI	Semiconductors & Semi	Information Technology	6515	US	Impinj,
3.88	NVDA	Semiconductors & Semi	Information Technology	3306889	US	NVIDIA
3.92	ANET	Communications Equipm	Information Technology	128727	US	Arista Networks,
3.96	HOOD	Capital Markets	Financials	22559	US	Robinhood Markets,
3.96	IBKR	Capital Markets	Financials	16176	US	Interactive Brokers Group,
3.92	TW	Capital Markets	Financials	28389	US	Tradeweb Markets
3.80	SF	Capital Markets	Financials	9827	US	Stifel Financial.
3.80	MC	Capital Markets	Financials	4696	US	Moelis & Company
3.96	RYAN	Insurance	Financials	8475	US	Ryan Specialty Holdings,
3.92	PGR	Insurance	Financials	147459	US	The Progressive
3.84	SKWD	Insurance	Financials	1738	US	Skyward Specialty Insurance Gr
3.96	FOUR	Financial Services	Financials	6229	US	Shift4 Payments,
3.84	HASI	Financial Services	Financials	3862	US	HA Sustainable Infrastructure
3.96	AXON	Aerospace & Defense	Industrials	32403	US	Axon Enterprise,
3.92	HEI	Aerospace & Defense	Industrials	31017	US	HEICO
3.88	HWM	Aerospace & Defense	Industrials	41672	US	Howmet Aerospace
3.96	EME	Construction & Engine	Industrials	20627	US	EMCOR Group,
3.96	GLDD	Construction & Engine	Industrials	777	US	Great Lakes Dredge & Dock
3.88	ROAD	Construction & Engine	Industrials	3734	US	Construction Partners,
3.92	TT	Building Products	Industrials	88792	Ireland	Trane Technologies plc
3.96	POWL	Electrical Equipment	Industrials	2961	US	Powell Industries,
3.80	TTEK	Commercial Services &	Industrials	13049	US	Tetra Tech,
3.96	CCL	Hotels, Restaurants &	Consumer Discretionary	26217	US	Carnival & plc
3.96	ATAT	Hotels, Restaurants &	Consumer Discretionary	3829	China	Atour Lifestyle Holdings Limit
3.92	RCL	Hotels, Restaurants &	Consumer Discretionary	52041	US	Royal Caribbean Cruises Ltd.
3.88	GRBK	Household Durables	Consumer Discretionary	3423	US	Green Brick Partners,
3.96	DUOL	Diversified Consumer	Consumer Discretionary	12638	US	Duolingo,
3.92	UTHR	Biotechnology	Health Care	15765	US	United Therapeuticsoratio
3.88	NTRA	Biotechnology	Health Care	15553	US	Natera,
3.88	BSX	Health Care Equipment	Health Care	126940	US	Boston Scientific
3.92	CSTL	Health Care Providers	Health Care	785	US	Castle Biosciences,
3.88	DOCS	Health Care Technolog	Health Care	8048	US	Doximity,
3.84	DDL	Consumer Staples Dist	Consumer Staples	719	China	Dingdong (Cayman) Limited
3.80	SFM	Consumer Staples Dist	Consumer Staples	11308	US	Sprouts Farmers Market,
3.92	CALM	Food Products	Consumer Staples	4389	US	Cal-Maine Foods,
3.80	FRPT	Food Products	Consumer Staples	6771	US	Freshpet,
3.92	NFLX	Entertainment	Communication Services	313415	US	Netflix,
3.92	SPOT	Entertainment	Communication Services	75906	Luxembourg	Spotify Technology S.A.
3.96	TTD	Media	Communication Services	57074	US	The Trade Desk,
3.84	META	Interactive Media & S	Communication Services	1476983	US	Meta Platforms,
3.84	SVM	Metals & Mining	Materials	1046	Canada	Silvercorp Metals

---

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		Information Technology	3	$1,250.8	10.1%	$416.93
10%	*BSX	BOSTON SCIENTIFIC CORP	BSX		Health Care	13	$1,132.3	9.2%	$87.1
10%	*LLY	LILLY ELI & CO	LLY		Health Care	1	$932.1	7.6%	$932.06
10%	MELI	MERCADOLIBRE INC	MELI		Consumer Discretionary	1	$2,091.2	16.9%	$2091.16
10%	*META		META		Communication Services	2	$1,179.9	9.6%	$589.95
10%	NFLX	NETFLIX INC	NFLX		Communication Services	2	$1,445.6	11.7%	$722.79
10%	*NVDA	NVIDIA CORP	NVDA		Information Technology	8	$1,078.4	8.7%	$134.8
10%	*PGR	PROGRESSIVE CORP OHIO	PGR		Financials	4	$1,016.4	8.2%	$254.09
5%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	1	$493.4	4.0%	$493.36
5%	SPY	SPDR S&P 500	SPY		n.a.	1	$579.6	4.7%	$579.58
10%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM		Information Technology	6	$1,144.9	9.3%	$190.81

---

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		2024-10-11
growth	5.25	9	KIE	Insurance		2024-10-11
growth	5.00	2	XLY	Consumer Discretionary*	Early Cycle	2024-10-11
growth	5.00	1	VCR	Discretionary*	Early Cycle	2024-10-11
growth	4.50	3	XLI	Industrial*	Late and Early to Mid Cycle	2024-10-11
growth	4.50	1	VIS	Industrial*	Late and Early to Mid Cycle	2024-10-11
cyclical	4.50	7	IEMG	Emerging Market*		2024-10-11
cyclical	4.50	6	XME	Metals and Mining*	Late Cycle to Recession	2024-10-11
cyclical	4.50	9	EEM	Emerging Markets*		2024-10-11
cyclical	5.00	17	SLV	Silver*	Inflation	2024-10-11
cyclical	5.00	10	VWO	FTSE emerging market*		2024-10-11
cyclical	5.00	36	SLVP	Global Silver and Metals Miners*	Inflation	2024-10-11
cyclical	5.25	3	VPU	Utilities	Late Cycle to Recession	2024-10-11
cyclical	5.25	15	RING	Gold Miners	Inflation	2024-10-11
cyclical	5.25	2	GLD	Gold	Inflation	2024-10-11
cyclical	5.25	5	VNQ	REITS	Early to Mid Cycle	2024-10-11
cyclical	5.25	5	XTL	Telecom		2024-10-11
cyclical	5.25	5	UPRO	SP500		2024-10-11
cyclical	5.25	4	XHB	Homebuilders		2024-10-11
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-10-11

---

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	XLI	Industrial*	Late and Early to Mid Cycle	2024-10-11
growth	5.25	1	VIS	Industrial*	Late and Early to Mid Cycle	2024-10-11
growth	5.25	2	XLY	Consumer Discretionary*	Early Cycle	2024-10-11
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-10-11
cyclical	5.25	6	XTN	Transportation*	Mid to Late cycle	2024-10-11
cyclical	5.25	5	UPRO	SP500		2024-10-11
cyclical	5.25	10	VWO	FTSE emerging market*		2024-10-11
cyclical	5.25	3	VOX	Communication Services*	Mid Cycle	2024-10-11
cyclical	5.25	5	XTL	Telecom		2024-10-11
cyclical	5.25	2	GLD	Gold	Inflation	2024-10-11

---

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	3.07	1.1	*AJG	Arthur J. Gallagher & Co.	Insurance	2024-10-11	3.48	4
2	9.38	5.2	*AVGO	Broadcom Inc.	Semiconductors & Semiconducto	2024-10-11	3.56	2,3,4
3	9.38	9.0	*BRO	Brown & Brown, Inc.	Insurance	2024-10-11	3.84	2,3,4
4	6.25	7.2	*BSX	Boston Scientific Corpora	Health Care Equipment & Suppl	2024-10-11	3.88	2,4
5	9.38	1.1	*COST	Costco Wholesale Corporat	Consumer Staples Distribution	2024-10-11	3.40	2,3,4
6	9.38	4.5	*CTAS	Cintas Corporation	Commercial Services & Supplie	2024-10-11	3.76	2,3,4
7	9.38	0.5	*FICO	Fair Isaac Corporation	Software	2024-10-11	3.16	2,3,4
8	3.13	1.4	*MMC	Marsh & McLennan Companie	Insurance	2024-10-11	3.20	4
9	9.38	2.0	*MSI	Motorola Solutions, Inc.	Communications Equipment	2024-10-11	3.80	2,3,4
10	3.13	2.3	*NVDA	NVIDIA Corporation	Semiconductors & Semiconducto	2024-10-11	3.88	4
11	9.38	3.7	*PGR	The Progressive Corporati	Insurance	2024-10-11	3.92	2,3,4
12	3.13	1.5	*RSG	Republic Services, Inc.	Commercial Services & Supplie	2024-10-11	3.40	4
13	6.25	0.4	*TDG	TransDigm Group Incorpora	Aerospace & Defense	2024-10-11	3.52	2,4
14	9.38	16.0	WRB	W. R. Berkley Corporation	Insurance	2024-10-11	3.52	2,3,4



Stats for 2024-10-04 (1st week of the Month)

Stats for 2024-10-04 (1st week of the Month)

List creation date: 2024-10-04

Median MarketCap: 12350

56.6% stocks on Nasdaq; 43.4% stocks on NYSE/Amex

Sector
Industrials	23%
Information Technology	21%
Financials	19%
Health Care	13%
Consumer Staples	9%
Consumer Discretionary	8%
Communication Services	8%

Industry
Software	13%
Construction & Engine	11%
Capital Markets	9%
Biotechnology	8%
Aerospace & Defense	8%
Food Products	6%
Insurance	6%
Semiconductors & Semi	6%
Entertainment	4%
Financial Services	4%
Hotels, Restaurants &	4%
Consumer Staples Dist	4%
Interactive Media & S	2%
Media	2%
Diversified Consumer	2%
Communications Equipm	2%
Health Care Equipment	2%
Health Care Providers	2%
Health Care Technolog	2%
Building Products	2%
Electrical Equipment	2%
Household Durables	2%

Country
United States	89%
China	4%
Ireland	2%
Israel	2%
Luxembourg	2%
Taiwan	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	FIX	Construction & Engine	Industrials	14030	US	Comfort Systems USA,
3.96	GLDD	Construction & Engine	Industrials	757	US	Great Lakes Dredge & Dock
3.92	EME	Construction & Engine	Industrials	20107	US	EMCOR Group,
3.88	ROAD	Construction & Engine	Industrials	3558	US	Construction Partners,
3.84	STRL	Construction & Engine	Industrials	4452	US	Sterling Infrastructure,
3.80	TPC	Construction & Engine	Industrials	1416	US	Tutor Perini
3.96	AXON	Aerospace & Defense	Industrials	31367	US	Axon Enterprise,
3.96	HEI	Aerospace & Defense	Industrials	31168	US	HEICO
3.88	HWM	Aerospace & Defense	Industrials	41121	US	Howmet Aerospace
3.80	BWXT	Aerospace & Defense	Industrials	10710	US	BWX Technologies,
3.88	TT	Building Products	Industrials	87319	Ireland	Trane Technologies plc
3.96	POWL	Electrical Equipment	Industrials	2784	US	Powell Industries,
3.96	PLTR	Software	Information Technology	87876	US	Palantir Technologies
3.96	APP	Software	Information Technology	45207	US	AppLovin
3.92	MNDY	Software	Information Technology	13761	Israel	monday.com Ltd.
3.88	MANH	Software	Information Technology	16982	US	Manhattan Associates,
3.88	PEGA	Software	Information Technology	6032	US	Pegasystems
3.84	SMAR	Software	Information Technology	7721	US	Smartsheet
3.84	VERX	Software	Information Technology	6470	US	Vertex,
3.92	TSM	Semiconductors & Semi	Information Technology	785253	Taiwan	Taiwan Semiconductor Manufactu
3.92	PI	Semiconductors & Semi	Information Technology	6007	US	Impinj,
3.80	NVDA	Semiconductors & Semi	Information Technology	3012284	US	NVIDIA
3.92	ANET	Communications Equipm	Information Technology	122554	US	Arista Networks,
3.96	HOOD	Capital Markets	Financials	19843	US	Robinhood Markets,
3.96	IBKR	Capital Markets	Financials	15757	US	Interactive Brokers Group,
3.92	TW	Capital Markets	Financials	26794	US	Tradeweb Markets
3.84	SF	Capital Markets	Financials	9714	US	Stifel Financial.
3.80	MC	Capital Markets	Financials	4674	US	Moelis & Company
3.96	PGR	Insurance	Financials	147746	US	The Progressive
3.88	SKWD	Insurance	Financials	1684	US	Skyward Specialty Insurance Gr
3.80	ALL	Insurance	Financials	49573	US	The Allstate
3.96	FOUR	Financial Services	Financials	5965	US	Shift4 Payments,
3.92	HASI	Financial Services	Financials	3996	US	HA Sustainable Infrastructure
3.96	UTHR	Biotechnology	Health Care	15575	US	United Therapeuticsoratio
3.96	ADMA	Biotechnology	Health Care	4561	US	ADMA Biologics,
3.92	CPRX	Biotechnology	Health Care	2360	US	Catalyst Pharmaceuticals,
3.88	NTRA	Biotechnology	Health Care	15621	US	Natera,
3.84	BSX	Health Care Equipment	Health Care	123436	US	Boston Scientific
3.92	CSTL	Health Care Providers	Health Care	788	US	Castle Biosciences,
3.88	DOCS	Health Care Technolog	Health Care	8052	US	Doximity,
3.88	CALM	Food Products	Consumer Staples	3904	US	Cal-Maine Foods,
3.84	FRPT	Food Products	Consumer Staples	6594	US	Freshpet,
3.84	VITL	Food Products	Consumer Staples	1530	US	Vital Farms,
3.88	DDL	Consumer Staples Dist	Consumer Staples	802	China	Dingdong (Cayman) Limited
3.80	SFM	Consumer Staples Dist	Consumer Staples	11119	US	Sprouts Farmers Market,
3.96	ATAT	Hotels, Restaurants &	Consumer Discretionary	3755	China	Atour Lifestyle Holdings Limit
3.92	RCL	Hotels, Restaurants &	Consumer Discretionary	46549	US	Royal Caribbean Cruises Ltd.
3.84	GRBK	Household Durables	Consumer Discretionary	3613	US	Green Brick Partners,
3.96	DUOL	Diversified Consumer	Consumer Discretionary	12350	US	Duolingo,
3.92	NFLX	Entertainment	Communication Services	303334	US	Netflix,
3.92	SPOT	Entertainment	Communication Services	74821	Luxembourg	Spotify Technology S.A.
3.96	TTD	Media	Communication Services	54804	US	The Trade Desk,
3.84	META	Interactive Media & S	Communication Services	1474301	US	Meta Platforms,

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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%	*PGR	PROGRESSIVE CORP OHIO	PGR		Financials	4	$1,021.4	8.7%	$255.36
10%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	2	$974.6	8.3%	$487.32
10%	SPY	SPDR S&P 500	SPY		n.a.	2	$1,146.0	9.8%	$572.98
11%	*ANET	Arista Networks Inc	ANET		Information Technology	3	$1,187.9	10.1%	$395.97
10%	*BSX	BOSTON SCIENTIFIC CORP	BSX		Health Care	13	$1,099.0	9.4%	$84.54
10%	NFLX	NETFLIX INC	NFLX		Communication Services	2	$1,439.4	12.3%	$719.7
0%	*NVDA	NVIDIA CORP	NVDA	added	Information Technology	0	$0.0	0.0%	$124.92
0%	*META		META	added	Communication Services	0	$0.0	0.0%	$595.94
0%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM	added	Information Technology	0	$0.0	0.0%	$181.16
10%	RY	ROYAL BANK OF CANADA		removed	Financials	9	$1,101.8	9.4%	$122.42
8%	NVO	Novo Nordisk A/S Adr		removed	Health Care	8	$921.0	7.8%	$115.12
9%	MELI	MERCADOLIBRE INC		removed	Consumer Discretionary	1	$1,960.0	16.7%	$1960
10%	*LLY	LILLY ELI & CO		removed	Health Care	1	$887.2	7.6%	$887.16

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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	7	TQQQ	Growth		2024-10-04
growth	5.25	9	KIE	Insurance		2024-10-04
growth	5.00	2	XLY	Consumer Discretionary*	Early Cycle	2024-10-04
growth	5.00	1	VCR	Discretionary*	Early Cycle	2024-10-04
growth	4.50	2	MTUM	BlackRock Momentum*		2024-10-04
growth	4.50	3	XLI	Industrial*	Late and Early to Mid Cycle	2024-10-04
cyclical	4.50	9	EEM	Emerging Markets*		2024-10-04
cyclical	4.50	9	VWO	FTSE emerging market*		2024-10-04
cyclical	5.25	6	UPRO	SP500		2024-10-04
cyclical	5.25	5	XTL	Telecom		2024-10-04
cyclical	5.25	2	GLD	Gold	Inflation	2024-10-04
cyclical	5.00	3	XAR	Aerospace & Defense		2024-10-04
cyclical	5.00	36	SLVP	Global Silver and Metals Miners*	Inflation	2024-10-04
cyclical	5.00	17	SLV	Silver*	Inflation	2024-10-04
cyclical	5.25	4	XHB	Homebuilders		2024-10-04
cyclical	5.25	15	RING	Gold Miners	Inflation	2024-10-04
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-10-04
cyclical	5.25	3	VPU	Utilities	Late Cycle to Recession	2024-10-04
cyclical	5.25	5	VNQ	REITS	Early to Mid Cycle	2024-10-04

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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	9	KIE	Insurance		2024-10-04
growth	5.25	3	XLI	Industrial*	Late and Early to Mid Cycle	2024-10-04
cyclical	5.25	10	VWO	FTSE emerging market*		2024-10-04
cyclical	5.25	5	VNQ	REITS	Early to Mid Cycle	2024-10-04
cyclical	5.25	11	EEM	Emerging Markets*		2024-10-04
cyclical	5.25	17	SLV	Silver*	Inflation	2024-10-04
cyclical	5.25	5	XTL	Telecom		2024-10-04
cyclical	5.25	2	GLD	Gold	Inflation	2024-10-04
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-10-04
cyclical	5.25	3	VPU	Utilities	Late Cycle to Recession	2024-10-04

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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	3.61	1.2	*AJG	Arthur J. Gallagher & Co.	Insurance	2024-10-04	3.64	4
2	10.71	6.1	*AVGO	Broadcom Inc.	Semiconductors & Semiconducto	2024-10-04	3.44	2,3,4
3	10.71	10.1	*BRO	Brown & Brown, Inc.	Insurance	2024-10-04	3.92	2,3,4
4	7.14	8.4	*BSX	Boston Scientific Corpora	Health Care Equipment & Suppl	2024-10-04	3.84	2,4
5	10.71	1.2	*COST	Costco Wholesale Corporat	Consumer Staples Distribution	2024-10-04	3.32	2,3,4
6	10.71	5.2	*CTAS	Cintas Corporation	Commercial Services & Supplie	2024-10-04	3.68	2,3,4
7	10.71	0.6	*FICO	Fair Isaac Corporation	Software	2024-10-04	2.96	2,3,4
8	10.71	2.4	*MSI	Motorola Solutions, Inc.	Communications Equipment	2024-10-04	3.80	2,3,4
9	10.71	4.2	*PGR	The Progressive Corporati	Insurance	2024-10-04	3.96	2,3,4
10	3.57	1.8	*RSG	Republic Services, Inc.	Commercial Services & Supplie	2024-10-04	3.52	4
11	10.71	18.3	WRB	W. R. Berkley Corporation	Insurance	2024-10-04	3.64	2,3,4