Stats for 2024-11-08 (2nd week of the Month)

Stats for 2024-11-08 (2nd week of the Month)

List creation date: 2024-11-08

Median MarketCap: 11942

52.8% stocks on Nasdaq; 47.2% stocks on NYSE/Amex

Sector
Industrials	29%
Financials	18%
Information Technology	14%
Consumer Discretionary	13%
Health Care	11%
Communication Services	6%
Consumer Staples	3%
Energy	3%
Materials	3%
Real Estate	1%

Industry
Construction & Engine	10%
Capital Markets	8%
Software	8%
Diversified Consumer	7%
Biotechnology	7%
Hotels, Restaurants &	6%
Semiconductors & Semi	4%
Financial Services	4%
Electrical Equipment	4%
Aerospace & Defense	4%
Oil, Gas & Consumable	3%
Machinery	3%
Professional Services	3%
Insurance	3%
Entertainment	3%
Metals & Mining	3%
Building Products	1%
Commercial Services &	1%
Passenger Airlines	1%
Marine Transportation	1%
Pharmaceuticals	1%
Banks	1%
Consumer Staples Dist	1%
Food Products	1%
Health Care Equipment	1%
Health Care Technolog	1%
Interactive Media & S	1%
Health Care REITs	1%
Consumer Finance	1%
Media	1%
Electronic Equipment,	1%

Country
United States	85%
Canada	4%
Ireland	1%
Israel	1%
Luxembourg	1%
Singapore	1%
Taiwan	1%
Argentina	1%
Bahamas	1%
Brazil	1%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	EME	Construction & Engine	Industrials	23088	US	EMCOR Group,
3.96	AGX	Construction & Engine	Industrials	2131	US	Argan,
3.96	GLDD	Construction & Engine	Industrials	838	US	Great Lakes Dredge & Dock
3.92	FIX	Construction & Engine	Industrials	15515	US	Comfort Systems USA,
3.92	ROAD	Construction & Engine	Industrials	4802	US	Construction Partners,
3.92	GVA	Construction & Engine	Industrials	4159	US	Granite Constructionorpora
3.88	STRL	Construction & Engine	Industrials	5391	US	Sterling Infrastructure,
3.96	AXON	Aerospace & Defense	Industrials	34728	US	Axon Enterprise,
3.88	HWM	Aerospace & Defense	Industrials	46748	US	Howmet Aerospace
3.88	DRS	Aerospace & Defense	Industrials	9378	US	Leonardo DRS,
3.96	VRT	Electrical Equipment	Industrials	45202	US	Vertiv Holdings Co
3.96	POWL	Electrical Equipment	Industrials	4169	US	Powell Industries,
3.84	AMSC	Electrical Equipment	Industrials	1129	US	American Superconductoror
3.92	ALSN	Machinery	Industrials	10157	US	Allison Transmission Holdings,
3.80	MWA	Machinery	Industrials	3745	US	Mueller Water Products,
3.88	PCTY	Professional Services	Industrials	11918	US	Paylocity Holding
3.88	EXLS	Professional Services	Industrials	7264	US	ExlService Holdings,
3.84	TT	Building Products	Industrials	88178	Ireland	Trane Technologies plc
3.80	TILE	Commercial Services &	Industrials	1442	US	Interface,
3.96	SKYW	Passenger Airlines	Industrials	4534	US	SkyWest,
3.92	MATX	Marine Transportation	Industrials	5514	US	Matson,
3.96	HOOD	Capital Markets	Financials	26396	US	Robinhood Markets,
3.96	IBKR	Capital Markets	Financials	18686	US	Interactive Brokers Group,
3.96	SF	Capital Markets	Financials	11967	US	Stifel Financial.
3.92	LAZ	Capital Markets	Financials	5520	US	Lazard,
3.88	HLNE	Capital Markets	Financials	8047	US	Hamilton Lane
3.84	CG	Capital Markets	Financials	19326	US	The Carlyle Group
3.88	FOUR	Financial Services	Financials	6552	US	Shift4 Payments,
3.84	TOST	Financial Services	Financials	18063	US	Toast,
3.84	PAYO	Financial Services	Financials	3691	US	Payoneer Global
3.92	RYAN	Insurance	Financials	8631	US	Ryan Specialty Holdings,
3.84	SKWD	Insurance	Financials	1887	US	Skyward Specialty Insurance Gr
3.84	NU	Banks	Financials	71984	Brazil	Nu Holdings Ltd.
3.84	DFS	Consumer Finance	Financials	45833	US	Discover Financial Services
3.96	PLTR	Software	Information Technology	126499	US	Palantir Technologies
3.96	APP	Software	Information Technology	56564	US	AppLovin
3.96	VERX	Software	Information Technology	7757	US	Vertex,
3.92	MNDY	Software	Information Technology	15757	Israel	monday.com Ltd.
3.88	ADSK	Software	Information Technology	65012	US	Autodesk,
3.84	NOW	Software	Information Technology	205178	US	ServiceNow,
3.96	TSM	Semiconductors & Semi	Information Technology	859742	Taiwan	Taiwan Semiconductor Manufactu
3.88	NVDA	Semiconductors & Semi	Information Technology	3571813	US	NVIDIA
3.80	MTSI	Semiconductors & Semi	Information Technology	8802	US	MACOM Technology Solutions Hol
3.96	CLS	Electronic Equipment,	Information Technology	9472	Canada	Celestica
3.96	DUOL	Diversified Consumer	Consumer Discretionary	13882	US	Duolingo,
3.92	UTI	Diversified Consumer	Consumer Discretionary	1024	US	Universal Technical Institute,
3.88	LRN	Diversified Consumer	Consumer Discretionary	4263	US	Stride,
3.88	ATGE	Diversified Consumer	Consumer Discretionary	3336	US	Adtalem Global Edu
3.88	OSW	Diversified Consumer	Consumer Discretionary	1982	Bahamas	OneSpaWorld Holdings Limited
3.96	CCL	Hotels, Restaurants &	Consumer Discretionary	31087	US	Carnival & plc
3.96	NCLH	Hotels, Restaurants &	Consumer Discretionary	12206	US	Norwegian Cruise Line Holdings
3.92	RCL	Hotels, Restaurants &	Consumer Discretionary	60938	US	Royal Caribbean Cruises Ltd.
3.92	TCOM	Hotels, Restaurants &	Consumer Discretionary	43663	Singapore	Trip.com Group Limited
3.96	UTHR	Biotechnology	Health Care	17746	US	United Therapeuticsoratio
3.96	EXEL	Biotechnology	Health Care	10141	US	Exelixis,
3.96	CPRX	Biotechnology	Health Care	2695	US	Catalyst Pharmaceuticals,
3.84	VCYT	Biotechnology	Health Care	2811	US	Veracyte,
3.80	AGIO	Biotechnology	Health Care	2942	US	Agios Pharmaceuticals,
3.88	ISRG	Health Care Equipment	Health Care	183628	US	Intuitive Surgical,
3.88	DOCS	Health Care Technolog	Health Care	7863	US	Doximity,
3.92	CORT	Pharmaceuticals	Health Care	5682	US	Corcept Therapeuticsorpora
3.96	SPOT	Entertainment	Communication Services	78548	Luxembourg	Spotify Technology S.A.
3.88	NFLX	Entertainment	Communication Services	333507	US	Netflix,
3.92	TTD	Media	Communication Services	61563	US	The Trade Desk,
3.84	META	Interactive Media & S	Communication Services	1444134	US	Meta Platforms,
3.88	TRP	Oil, Gas & Consumable	Energy	50417	Canada	TC Energy
3.84	YPF	Oil, Gas & Consumable	Energy	13004	Argentina	YPF Sociedad An=nima
3.96	KGC	Metals & Mining	Materials	12175	Canada	Kinross Gold
3.80	CRS	Metals & Mining	Materials	8877	US	Carpenter Technologyorati
3.84	SFM	Consumer Staples Dist	Consumer Staples	14085	US	Sprouts Farmers Market,
3.84	CALM	Food Products	Consumer Staples	4448	US	Cal-Maine Foods,
3.84	WELL	Health Care REITs	Real Estate	83235	US	Welltower

---

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

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	AMZN	AMAZON.COM INC	AMZN		Consumer Discretionary	5	$1,040.9	10.0%	$208.18
10%	*ANET	Arista Networks Inc	ANET		Information Technology	3	$1,201.4	11.6%	$400.45
10%	ISRG	INTUITIVE SURGICAL INC	ISRG		Health Care	2	$1,072.9	10.3%	$536.45
10%	NFLX	NETFLIX INC	NFLX		Communication Services	1	$795.0	7.7%	$795.04
10%	NOW	Servicenow Inc	NOW		Information Technology	1	$1,008.1	9.7%	$1008.08
10%	*NVDA	NVIDIA CORP	NVDA		Information Technology	7	$1,033.4	10.0%	$147.63
10%	*PGR	PROGRESSIVE CORP OHIO	PGR		Financials	4	$1,046.1	10.1%	$261.52
10%	PLTR	Palantir Technologies Inc	PLTR		Information Technology	18	$1,051.0	10.1%	$58.39
5%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	1	$514.1	5.0%	$514.14
5%	SPY	SPDR S&P 500	SPY		n.a.	1	$598.2	5.8%	$598.19
10%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM		Information Technology	5	$1,006.0	9.7%	$201.2

---

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	5.00	2	XLY	Consumer Discretionary	Early Cycle	2024-11-08
growth	5.00	6	TQQQ	Growth*		2024-11-08
growth	4.50	0	VGT	Information Technology*	Early to Mid Cycle	2024-11-08
growth	4.50	1	VOT	Mid Cap Growth*		2024-11-08
cyclical	4.50	6	XME	Metals and Mining*	Late Cycle to Recession	2024-11-08
cyclical	4.50	4	XTN	Transportation*	Mid to Late cycle	2024-11-08
cyclical	4.50	15	SLV	Silver*	Inflation	2024-11-08
cyclical	5.25	4	XTL	Telecom		2024-11-08
cyclical	5.25	5	UPRO	SP500		2024-11-08
cyclical	5.25	2	XSW	Software & Services		2024-11-08
cyclical	5.25	38	SLVP	Global Silver and Metals Miners	Inflation	2024-11-08
cyclical	5.25	8	KBE	Bank		2024-11-08
cyclical	5.25	4	VFH	Financials	Mid and Early Cycle	2024-11-08
cyclical	5.25	10	XPH	Pharmaceuticals	Late Cycle to Recession	2024-11-08
cyclical	5.25	2	GLD	Gold	Inflation	2024-11-08
cyclical	5.25	10	XLF	Financial Select	Mid and Early Cycle	2024-11-08
cyclical	5.25	3	VOX	Communication Services	Mid Cycle	2024-11-08
cyclical	5.00	5	XLC	Communication Services	Mid Cycle	2024-11-08
cyclical	5.00	2	VXF	Extended Market		2024-11-08
cyclical	5.00	2	XAR	Aerospace & Defense		2024-11-08

---

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	VOT	Mid Cap Growth*		2024-11-08
cyclical	5.25	4	XTL	Telecom		2024-11-08
cyclical	5.25	2	GLD	Gold	Inflation	2024-11-08
cyclical	5.25	2	XSW	Software & Services		2024-11-08
cyclical	5.25	5	XTN	Transportation*	Mid to Late cycle	2024-11-08
cyclical	5.25	3	VOX	Communication Services	Mid Cycle	2024-11-08
cyclical	5.25	5	XLC	Communication Services	Mid Cycle	2024-11-08
cyclical	5.25	4	VFH	Financials	Mid and Early Cycle	2024-11-08
cyclical	5.25	2	VXF	Extended Market		2024-11-08
cyclical	5.25	10	XLF	Financial Select	Mid and Early Cycle	2024-11-08

---

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	Ver
1	10.75	5.9	*AVGO	Broadcom Inc.	Semiconductors & Semiconducto	2024-11-08	3.28	2,3,4
2	10.71	9.5	*BRO	Brown & Brown, Inc.	Insurance	2024-11-08	3.80	2,3,4
3	7.14	8.1	*BSX	Boston Scientific Corpora	Health Care Equipment & Suppl	2024-11-08	3.68	2,4
4	10.71	1.1	*COST	Costco Wholesale Corporat	Consumer Staples Distribution	2024-11-08	3.52	2,3,4
5	10.71	4.7	*CTAS	Cintas Corporation	Commercial Services & Supplie	2024-11-08	3.76	2,3,4
6	10.71	0.5	*FICO	Fair Isaac Corporation	Software	2024-11-08	3.40	2,3,4
8	10.71	2.1	*MSI	Motorola Solutions, Inc.	Communications Equipment	2024-11-08	3.64	2,3,4
9	10.71	7.3	*NVDA	NVIDIA Corporation	Semiconductors & Semiconducto	2024-11-08	3.88	2,3,4
10	10.71	4.1	*PGR	The Progressive Corporati	Insurance	2024-11-08	3.88	2,3,4
11	3.57	1.7	*RSG	Republic Services, Inc.	Commercial Services & Supplie	2024-11-08	3.48	4
7	3.57	1.6	MMC	Marsh & McLennan Companie	Insurance	2024-11-08	2.96	4



Stats for 2024-11-01 (1st week of the Month)

Stats for 2024-11-01 (1st week of the Month)

List creation date: 2024-11-01

Median MarketCap: 10656

57.8% stocks on Nasdaq; 42.2% stocks on NYSE/Amex

Sector
Industrials	27%
Information Technology	18%
Consumer Discretionary	16%
Financials	16%
Health Care	11%
Communication Services	7%
Real Estate	2%
Energy	2%
Consumer Staples	2%

Industry
Software	16%
Hotels, Restaurants &	11%
Construction & Engine	9%
Capital Markets	9%
Diversified Consumer	4%
Electrical Equipment	4%
Professional Services	4%
Biotechnology	4%
Entertainment	4%
Health Care REITs	2%
Semiconductors & Semi	2%
Media	2%
Oil, Gas & Consumable	2%
Pharmaceuticals	2%
Financial Services	2%
Consumer Finance	2%
Passenger Airlines	2%
Marine Transportation	2%
Insurance	2%
Machinery	2%
Commercial Services &	2%
Consumer Staples Dist	2%
Health Care Equipment	2%
Health Care Providers	2%

Country
United States	84%
Israel	4%
Bahamas	2%
Argentina	2%
Luxembourg	2%
Singapore	2%
Taiwan	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.92	EME	Construction & Engine	Industrials	20145	US	EMCOR Group,
3.92	GVA	Construction & Engine	Industrials	3585	US	Granite Constructionorpora
3.88	ROAD	Construction & Engine	Industrials	4222	US	Construction Partners,
3.80	PRIM	Construction & Engine	Industrials	3422	US	Primoris Services
3.96	POWL	Electrical Equipment	Industrials	3050	US	Powell Industries,
3.84	AMSC	Electrical Equipment	Industrials	926	US	American Superconductoror
3.88	PCTY	Professional Services	Industrials	9932	US	Paylocity Holding
3.84	EXLS	Professional Services	Industrials	6701	US	ExlService Holdings,
3.92	ALSN	Machinery	Industrials	9362	US	Allison Transmission Holdings,
3.84	TTEK	Commercial Services &	Industrials	13391	US	Tetra Tech,
3.96	SKYW	Passenger Airlines	Industrials	3871	US	SkyWest,
3.80	ZIM	Marine Transportation	Industrials	2612	Israel	ZIM Integrated Shipping Servic
3.96	APP	Software	Information Technology	57374	US	AppLovin
3.96	YOU	Software	Information Technology	3489	US	Clear Secure,
3.92	MNDY	Software	Information Technology	14969	Israel	monday.com Ltd.
3.92	VERX	Software	Information Technology	6664	US	Vertex,
3.88	NOW	Software	Information Technology	196001	US	ServiceNow,
3.88	ADSK	Software	Information Technology	62107	US	Autodesk,
3.88	SMAR	Software	Information Technology	7842	US	Smartsheet
3.96	TSM	Semiconductors & Semi	Information Technology	835807	Taiwan	Taiwan Semiconductor Manufactu
3.96	CCL	Hotels, Restaurants &	Consumer Discretionary	28478	US	Carnival & plc
3.96	NCLH	Hotels, Restaurants &	Consumer Discretionary	10482	US	Norwegian Cruise Line Holdings
3.92	RCL	Hotels, Restaurants &	Consumer Discretionary	56023	US	Royal Caribbean Cruises Ltd.
3.92	TCOM	Hotels, Restaurants &	Consumer Discretionary	42361	Singapore	Trip.com Group Limited
3.80	DASH	Hotels, Restaurants &	Consumer Discretionary	63892	US	DoorDash,
3.96	DUOL	Diversified Consumer	Consumer Discretionary	13060	US	Duolingo,
3.84	OSW	Diversified Consumer	Consumer Discretionary	1877	Bahamas	OneSpaWorld Holdings Limited
3.96	IBKR	Capital Markets	Financials	16787	US	Interactive Brokers Group,
3.96	SF	Capital Markets	Financials	10656	US	Stifel Financial.
3.96	LAZ	Capital Markets	Financials	4571	US	Lazard,
3.88	HLNE	Capital Markets	Financials	7612	US	Hamilton Lane
3.80	TOST	Financial Services	Financials	16944	US	Toast,
3.84	DFS	Consumer Finance	Financials	38791	US	Discover Financial Services
3.84	TRUP	Insurance	Financials	2334	US	Trupanion,
3.96	CPRX	Biotechnology	Health Care	2559	US	Catalyst Pharmaceuticals,
3.92	EXEL	Biotechnology	Health Care	9264	US	Exelixis,
3.88	ISRG	Health Care Equipment	Health Care	182994	US	Intuitive Surgical,
3.84	CSTL	Health Care Providers	Health Care	958	US	Castle Biosciences,
3.92	CORT	Pharmaceuticals	Health Care	4900	US	Corcept Therapeuticsorpora
3.96	SPOT	Entertainment	Communication Services	79122	Luxembourg	Spotify Technology S.A.
3.92	NFLX	Entertainment	Communication Services	322192	US	Netflix,
3.96	TTD	Media	Communication Services	60167	US	The Trade Desk,
3.84	YPF	Oil, Gas & Consumable	Energy	11303	Argentina	YPF Sociedad An=nima
3.84	SFM	Consumer Staples Dist	Consumer Staples	11900	US	Sprouts Farmers Market,
3.88	WELL	Health Care REITs	Real Estate	86211	US	Welltower

---

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

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	*NVDA	NVIDIA CORP	NVDA		Information Technology	8	$1,083.2	9.0%	$135.4
5%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	1	$487.4	4.0%	$487.43
5%	SPY	SPDR S&P 500	SPY		n.a.	1	$571.0	4.7%	$571.04
10%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM		Information Technology	6	$1,157.7	9.6%	$192.95
10%	*ANET	Arista Networks Inc	ANET		Information Technology	3	$1,182.5	9.8%	$394.17
11%	NFLX	NETFLIX INC	NFLX		Communication Services	2	$1,512.2	12.5%	$756.1
0%	NOW	Servicenow Inc	NOW	added	Information Technology	0	$0.0	0.0%	$943.41
0%	ISRG	INTUITIVE SURGICAL INC	ISRG	added	Health Care	0	$0.0	0.0%	$506.34
0%	AMZN	AMAZON.COM INC	AMZN	added	Consumer Discretionary	0	$0.0	0.0%	$197.93
10%	MELI	MERCADOLIBRE INC		removed	Consumer Discretionary	1	$2,054.9	17.0%	$2054.9
9%	*LLY	LILLY ELI & CO		removed	Health Care	1	$818.9	6.8%	$818.93
10%	*PGR	PROGRESSIVE CORP OHIO		removed	Financials	4	$970.9	8.1%	$242.72
10%	*BSX	BOSTON SCIENTIFIC CORP		removed	Health Care	13	$1,087.1	9.0%	$83.62
10%	*META			removed	Communication Services	2	$1,134.3	9.4%	$567.16

---

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		2024-11-01
growth	5.00	0	VGT	Information Technology*	Early to Mid Cycle	2024-11-01
growth	4.50	2	MTUM	BlackRock Momentum*		2024-11-01
growth	4.50	6	ONEQ	Nasdaq Index*		2024-11-01
cyclical	5.00	5	XTN	Transportation*	Mid to Late cycle	2024-11-01
cyclical	5.00	3	VOX	Communication Services*	Mid Cycle	2024-11-01
cyclical	5.25	37	SLVP	Global Silver and Metals Miners	Inflation	2024-11-01
cyclical	5.25	5	XTL	Telecom		2024-11-01
cyclical	5.25	6	UPRO	SP500		2024-11-01
cyclical	5.25	2	GLD	Gold	Inflation	2024-11-01
cyclical	5.25	3	XSW	Software & Services		2024-11-01
cyclical	5.25	9	KBE	Bank		2024-11-01
cyclical	5.25	11	XPH	Pharmaceuticals	Late Cycle to Recession	2024-11-01
cyclical	5.25	5	XLC	Communication Services	Mid Cycle	2024-11-01
cyclical	5.25	4	VFH	Financials	Mid and Early Cycle	2024-11-01
cyclical	5.00	7	XME	Metals and Mining*	Late Cycle to Recession	2024-11-01
cyclical	5.00	16	SLV	Silver*	Inflation	2024-11-01

---

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	2	VOT	Mid Cap Growth*		2024-11-01
cyclical	5.25	8	XME	Metals and Mining*	Late Cycle to Recession	2024-11-01
cyclical	5.25	2	GLD	Gold	Inflation	2024-11-01
cyclical	5.25	5	XTL	Telecom		2024-11-01
cyclical	5.25	3	VOX	Communication Services*	Mid Cycle	2024-11-01
cyclical	5.25	3	XSW	Software & Services		2024-11-01
cyclical	5.25	5	XLC	Communication Services	Mid Cycle	2024-11-01
cyclical	5.25	6	XTN	Transportation*	Mid to Late cycle	2024-11-01
cyclical	5.25	17	SLV	Silver*	Inflation	2024-11-01
cyclical	5.25	37	SLVP	Global Silver and Metals Miners	Inflation	2024-11-01

---

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	Ver
1	17.65	16.9	*BRO	Brown & Brown, Inc.	Insurance	2024-11-01	3.80	2,3,4
2	11.76	14.1	*BSX	Boston Scientific Corpora	Health Care Equipment & Suppl	2024-11-01	3.80	2,4
3	5.88	0.7	*COST	Costco Wholesale Corporat	Consumer Staples Distribution	2024-11-01	3.44	4
4	17.65	8.6	*CTAS	Cintas Corporation	Commercial Services & Supplie	2024-11-01	3.64	2,3,4
5	17.65	0.9	*FICO	Fair Isaac Corporation	Software	2024-11-01	3.04	2,3,4
6	17.65	3.9	*MSI	Motorola Solutions, Inc.	Communications Equipment	2024-11-01	3.60	2,3,4
7	5.88	2.4	*PGR	The Progressive Corporati	Insurance	2024-11-01	3.88	4
8	5.88	10.2	WRB	W. R. Berkley Corporation	Insurance	2024-11-01	3.08	4



Stats for 2024-10-25 (4th week of the Month)

Stats for 2024-10-25 (4th week of the Month)

List creation date: 2024-10-25

Median MarketCap: 13161

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

Sector
Information Technology	26%
Financials	21%
Industrials	16%
Consumer Discretionary	13%
Health Care	8%
Communication Services	8%
Real Estate	3%
Consumer Staples	3%
Materials	3%

Industry
Software	21%
Capital Markets	8%
Insurance	5%
Financial Services	5%
Semiconductors & Semi	5%
Entertainment	5%
Aerospace & Defense	5%
Hotels, Restaurants &	5%
Diversified Consumer	5%
Health Care Providers	5%
Biotechnology	3%
Consumer Staples Dist	3%
Construction & Engine	3%
Machinery	3%
Commercial Services &	3%
Passenger Airlines	3%
Textiles, Apparel & L	3%
Health Care REITs	3%
Media	3%
Consumer Finance	3%
Metals & Mining	3%

Country
United States	84%
Bahamas	3%
Israel	3%
Luxembourg	3%
Switzerland	3%
Taiwan	3%
Canada	3%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	PLTR	Software	Information Technology	97551	US	Palantir Technologies
3.96	APP	Software	Information Technology	53146	US	AppLovin
3.96	YOU	Software	Information Technology	3356	US	Clear Secure,
3.92	ADSK	Software	Information Technology	61451	US	Autodesk,
3.92	MNDY	Software	Information Technology	14822	Israel	monday.com Ltd.
3.92	VERX	Software	Information Technology	6535	US	Vertex,
3.88	NOW	Software	Information Technology	197359	US	ServiceNow,
3.88	SMAR	Software	Information Technology	7835	US	Smartsheet
3.96	TSM	Semiconductors & Semi	Information Technology	857013	Taiwan	Taiwan Semiconductor Manufactu
3.92	NVDA	Semiconductors & Semi	Information Technology	3444257	US	NVIDIA
3.96	HOOD	Capital Markets	Financials	24081	US	Robinhood Markets,
3.96	OWL	Capital Markets	Financials	13108	US	Blue Owl Capital
3.96	SF	Capital Markets	Financials	10668	US	Stifel Financial.
3.96	FOUR	Financial Services	Financials	6268	US	Shift4 Payments,
3.84	MA	Financial Services	Financials	471729	US	Mastercard
3.84	SKWD	Insurance	Financials	1925	US	Skyward Specialty Insurance Gr
3.80	TRUP	Insurance	Financials	2238	US	Trupanion,
3.88	DFS	Consumer Finance	Financials	35933	US	Discover Financial Services
3.96	AXON	Aerospace & Defense	Industrials	33489	US	Axon Enterprise,
3.80	BWXT	Aerospace & Defense	Industrials	11187	US	BWX Technologies,
3.96	GLDD	Construction & Engine	Industrials	789	US	Great Lakes Dredge & Dock
3.92	TRN	Machinery	Industrials	2948	US	Trinity Industries,
3.80	TTEK	Commercial Services &	Industrials	12936	US	Tetra Tech,
3.96	SKYW	Passenger Airlines	Industrials	3722	US	SkyWest,
3.96	RCL	Hotels, Restaurants &	Consumer Discretionary	54584	US	Royal Caribbean Cruises Ltd.
3.96	CCL	Hotels, Restaurants &	Consumer Discretionary	26874	US	Carnival & plc
3.96	DUOL	Diversified Consumer	Consumer Discretionary	12252	US	Duolingo,
3.88	OSW	Diversified Consumer	Consumer Discretionary	1808	Bahamas	OneSpaWorld Holdings Limited
3.96	ONON	Textiles, Apparel & L	Consumer Discretionary	15235	Switzerland	On Holding AG
3.92	HIMS	Health Care Providers	Health Care	4658	US	Hims & Hers Health,
3.88	CSTL	Health Care Providers	Health Care	882	US	Castle Biosciences,
3.88	EXEL	Biotechnology	Health Care	8018	US	Exelixis,
3.96	SPOT	Entertainment	Communication Services	75679	Luxembourg	Spotify Technology S.A.
3.92	NFLX	Entertainment	Communication Services	322539	US	Netflix,
3.96	TTD	Media	Communication Services	58307	US	The Trade Desk,
3.84	KGC	Metals & Mining	Materials	13215	Canada	Kinross Gold
3.80	SFM	Consumer Staples Dist	Consumer Staples	11894	US	Sprouts Farmers Market,
3.80	WELL	Health Care REITs	Real Estate	81666	US	Welltower

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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		Information Technology	3	$1,182.3	9.6%	$394.09
10%	*BSX	BOSTON SCIENTIFIC CORP	BSX		Health Care	13	$1,101.5	9.0%	$84.73
10%	*LLY	LILLY ELI & CO	LLY		Health Care	1	$892.7	7.3%	$892.7
11%	*NVDA	NVIDIA CORP	NVDA		Information Technology	8	$1,132.3	9.2%	$141.54
5%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	1	$495.3	4.0%	$495.32
5%	SPY	SPDR S&P 500	SPY		n.a.	1	$579.0	4.7%	$579.04
11%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM		Information Technology	6	$1,220.6	9.9%	$203.44
10%	*META		META		Communication Services	2	$1,146.5	9.3%	$573.25
11%	NFLX	NETFLIX INC	NFLX		Communication Services	2	$1,509.4	12.3%	$754.68
0%	NOW	Servicenow Inc	NOW	added	Information Technology	0	$0.0	0.0%	$950.85
0%	MA	MASTERCARD INC CL A	MA	added	Financials	0	$0.0	0.0%	$507.36
10%	MELI	MERCADOLIBRE INC		removed	Consumer Discretionary	1	$2,047.4	16.7%	$2047.35
10%	*PGR	PROGRESSIVE CORP OHIO		removed	Financials	4	$975.1	7.9%	$243.78

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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		2024-10-25
growth	5.25	0	VGT	Information Technology	Early to Mid Cycle	2024-10-25
growth	5.00	2	XLY	Consumer Discretionary	Early Cycle	2024-10-25
growth	5.00	3	XLI	Industrial	Late and Early to Mid Cycle	2024-10-25
growth	4.50	2	MTUM	BlackRock Momentum*		2024-10-25
growth	4.50	1	VIS	Industrial*	Late and Early to Mid Cycle	2024-10-25
cyclical	4.50	5	XTN	Transportation*	Mid to Late cycle	2024-10-25
cyclical	4.50	2	XSW	Software & Services*		2024-10-25
cyclical	5.00	4	XHB	Homebuilders		2024-10-25
cyclical	5.00	16	SLV	Silver*	Inflation	2024-10-25
cyclical	5.00	7	XME	Metals and Mining*	Late Cycle to Recession	2024-10-25
cyclical	4.50	9	VWO	FTSE emerging market*		2024-10-25
cyclical	5.25	3	VPU	Utilities	Late Cycle to Recession	2024-10-25
cyclical	5.25	3	XAR	Aerospace & Defense		2024-10-25
cyclical	5.25	35	SLVP	Global Silver and Metals Miners	Inflation	2024-10-25
cyclical	5.25	5	XTL	Telecom		2024-10-25
cyclical	5.25	5	UPRO	SP500		2024-10-25
cyclical	5.25	15	RING	Gold Miners	Inflation	2024-10-25
cyclical	5.25	2	GLD	Gold	Inflation	2024-10-25
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-10-25

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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	2	XLY	Consumer Discretionary	Early Cycle	2024-10-25
growth	5.25	3	XLI	Industrial	Late and Early to Mid Cycle	2024-10-25
growth	5.25	2	VIS	Industrial*	Late and Early to Mid Cycle	2024-10-25
cyclical	5.25	2	GLD	Gold	Inflation	2024-10-25
cyclical	5.25	5	XTL	Telecom		2024-10-25
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-10-25
cyclical	5.25	17	SLV	Silver*	Inflation	2024-10-25
cyclical	5.25	3	XSW	Software & Services*		2024-10-25
cyclical	5.25	35	SLVP	Global Silver and Metals Miners	Inflation	2024-10-25
cyclical	5.25	6	XTN	Transportation*	Mid to Late cycle	2024-10-25

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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	11.53	6.7	*AVGO	Broadcom Inc.	Semiconductors & Semiconducto	2024-10-25	3.40	2,3,4
2	11.54	11.1	*BRO	Brown & Brown, Inc.	Insurance	2024-10-25	3.84	2,3,4
3	7.69	9.1	*BSX	Boston Scientific Corpora	Health Care Equipment & Suppl	2024-10-25	3.88	2,4
4	11.54	1.3	*COST	Costco Wholesale Corporat	Consumer Staples Distribution	2024-10-25	3.48	2,3,4
5	11.54	5.6	*CTAS	Cintas Corporation	Commercial Services & Supplie	2024-10-25	3.72	2,3,4
6	11.54	0.6	*FICO	Fair Isaac Corporation	Software	2024-10-25	3.08	2,3,4
7	11.54	2.5	*MSI	Motorola Solutions, Inc.	Communications Equipment	2024-10-25	3.72	2,3,4
8	11.54	8.2	*NVDA	NVIDIA Corporation	Semiconductors & Semiconducto	2024-10-25	3.92	2,3,4
9	11.54	4.7	*PGR	The Progressive Corporati	Insurance	2024-10-25	3.88	2,3,4