Stats for 2024-09-06 (1st week of the Month)

Stats for 2024-09-06 (1st week of the Month)

List creation date: 2024-09-06

Median MarketCap: 8163

40.5% stocks on Nasdaq; 59.5% stocks on NYSE/Amex

Sector
Financials	30%
Technology	24%
Healthcare	16%
Industrials	11%
Consumer Non-Cyclicals	8%
Real Estate	5%
Energy	3%
Consumer Cyclicals	3%

Industry
Software	14%
Banks	13%
Online Services	8%
Pharmaceuticals	5%
Investment Banking	5%
Insurance - Multili	5%
Insurance - Propert	5%
Aerospace & Defense	5%
Professional Inform	5%
Homebuilding	3%
Food Processing	3%
Personal Services	3%
Food Retail & Distr	3%
Advanced Medical Eq	3%
Medical Equipment,	3%
Healthcare Faciliti	3%
Biotechnology & Med	3%
Oil & Gas - Explora	3%
Fintech	3%
REITs - Commercial	3%
REITs - Specialized	3%

Country
United States	81%
Brazil	5%
Argentina	5%
Canada	3%
Mexico	3%
Uruguay	3%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	GGAL	Banks	Financials	6838	Argentina	Grupo Financiero Galicia S.A.
3.96	SUPV	Banks	Financials	835	Argentina	Grupo Supervielle SA -ADR
3.92	NU	Banks	Financials	67867	Brazil	Nu Holdings Ltd
3.88	RY	Banks	Financials	172305	Canada	Royal Bank of Canada
3.88	UMBF	Banks	Financials	4984	US	UMB Financial
3.88	IBKR	Investment Banking	Financials	53071	US	Interactive Brokers Group,
3.80	VIRT	Investment Banking	Financials	4904	US	Virtu Financial
3.92	BRO	Insurance - Multili	Financials	30186	US	Brown & Brown,
3.84	AJG	Insurance - Multili	Financials	65237	US	Arthur J. Gallagher &
3.96	PGR	Insurance - Propert	Financials	148707	US	Progressive
3.88	NMIH	Insurance - Propert	Financials	3310	US	NMI Holdings
3.96	PLTR	Software	Technology	68487	US	Palantir Technologies
3.96	YOU	Software	Technology	4151	US	Clear Secure
3.92	TTD	Software	Technology	49821	US	Trade Desk
3.84	INTA	Software	Technology	3255	US	Intapp
3.80	SMAR	Software	Technology	6549	US	Smartsheet
3.96	MELI	Online Services	Technology	100969	Uruguay	MercadoLibre
3.92	NFLX	Online Services	Technology	291695	US	Netflix
3.88	DOCS	Online Services	Technology	6715	US	Doximity
3.96	ACIW	Fintech	Technology	5084	US	ACI Worldwide
3.96	LLY	Pharmaceuticals	Healthcare	899397	US	Eli Lilly And Co
3.92	CPRX	Pharmaceuticals	Healthcare	2363	US	Catalyst Pharmaceuticals
3.80	BSX	Advanced Medical Eq	Healthcare	120696	US	Boston Scientific
3.96	CSTL	Medical Equipment,	Healthcare	802	US	Castle Biosciences
3.84	UHS	Healthcare Faciliti	Healthcare	15757	US	Universal Health Services,
3.96	UTHR	Biotechnology & Med	Healthcare	15722	US	United Therapeuticsoratio
3.96	HEI	Aerospace & Defense	Industrials	30318	US	Heico
3.92	ERJ	Aerospace & Defense	Industrials	6448	Brazil	Embraer SA (ADR)
3.92	MCO	Professional Inform	Industrials	88226	US	Moody's
3.80	SPGI	Professional Inform	Industrials	160666	US	S&P Global
3.88	FRPT	Food Processing	Consumer Non-Cyclicals	6734	US	Freshpet
3.92	BFAM	Personal Services	Consumer Non-Cyclicals	8163	US	Bright Horizons Family Solutio
3.88	SFM	Food Retail & Distr	Consumer Non-Cyclicals	9780	US	Sprouts Farmers Market
3.88	HASI	REITs - Commercial	Real Estate	3793	US	HA Sustainable Infrastructure
3.96	CTRE	REITs - Specialized	Real Estate	4600	US	Caretrust REIT
3.96	VIST	Oil & Gas - Explora	Energy	4728	Mexico	Vista Energy SAB de CV - ADR
3.92	GRBK	Homebuilding	Consumer Cyclicals	3354	US	Green Brick Partners

---

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

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	*LLY	LILLY ELI & CO	LLY		Healthcare	1	$902.7	10.3%	$902.71
11%	*PGR	PROGRESSIVE CORP OHIO	PGR		Financials	4	$994.8	11.3%	$248.69
30%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	6	$2,692.1	30.6%	$448.69
31%	SPY	SPDR S&P 500	SPY		n.a.	5	$2,701.8	30.7%	$540.36
0%	*BSX	BOSTON SCIENTIFIC CORP	BSX	added	Healthcare	0	$0.0	0.0%	$81.6
0%	RY	ROYAL BANK OF CANADA	RY	added	Financials	0	$0.0	0.0%	$120.93
0%	SPGI	S&P Global Inc	SPGI	added	Industrials	0	$0.0	0.0%	$510.64
0%	MELI	MERCADOLIBRE INC	MELI	added	Technology	0	$0.0	0.0%	$1986.05
0%	NFLX	NETFLIX INC	NFLX	added	Technology	0	$0.0	0.0%	$665.77
0%	*PANW	Palo Alto Networks	PANW	added	Technology	0	$0.0	0.0%	$335.82
10%	ISRG	INTUITIVE SURGICAL INC		removed	Healthcare	2	$943.6	10.7%	$471.82
7%	PDD	Pinduoduo Inc		removed	Technology	6	$559.8	6.4%	$93.3

---

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*		2024-09-06
growth	5.25	6	XLP	Consumer Staples Select*	Late Cycle to Recession	2024-09-06
growth	5.00	7	SPLV	Invesco S&P 500 Low Volatility*		2024-09-06
growth	5.00	2	VDC	Consumer Staples*	Late Cycle to Recession	2024-09-06
growth	5.00	1	VHT	Health*	Late Cycle to Recession	2024-09-06
growth	4.50	2	XLV	Health Care Select*	Late Cycle to Recession	2024-09-06
growth	4.50	4	NOBL	ProShares S&P 500 Dividend Aristocrats*		2024-09-06
cyclical	4.50	4	XHS	Health Care Services*	Late Cycle to Recession	2024-09-06
cyclical	4.50	10	XLF	Financial Select*	Mid and Early Cycle	2024-09-06
cyclical	4.50	10	XPH	Pharmaceuticals*	Late Cycle to Recession	2024-09-06
cyclical	5.00	5	TLT	Long term bonds*	Slower Economic Growth	2024-09-06
cyclical	5.00	8	SDOG	Value*		2024-09-06
cyclical	5.25	5	XTL	Telecom		2024-09-06
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-09-06
cyclical	5.25	3	VPU	Utilities	Late Cycle to Recession	2024-09-06
cyclical	5.25	5	VNQ	REITS	Early to Mid Cycle	2024-09-06
cyclical	5.25	17	RING	Gold Miners	Inflation	2024-09-06
cyclical	5.25	10	KBE	Bank		2024-09-06
cyclical	5.25	3	XAR	Aerospace & Defense		2024-09-06
cyclical	5.25	2	GLD	Gold	Inflation	2024-09-06

---

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	2024-09-06
growth	5.25	2	VDC	Consumer Staples*	Late Cycle to Recession	2024-09-06
growth	5.25	7	SPLV	Invesco S&P 500 Low Volatility*		2024-09-06
growth	5.25	9	KIE	Insurance*		2024-09-06
growth	5.25	5	NOBL	ProShares S&P 500 Dividend Aristocrats*		2024-09-06
cyclical	5.25	5	TLT	Long term bonds*	Slower Economic Growth	2024-09-06
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-09-06
cyclical	5.25	3	VPU	Utilities	Late Cycle to Recession	2024-09-06
cyclical	5.25	5	XTL	Telecom		2024-09-06
cyclical	5.25	5	VNQ	REITS	Early to Mid Cycle	2024-09-06

---

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	11.11	3.8	*AJG	Arthur J. Gallagher & Co.	Insurance - Multiline & Broke	2024-09-06	3.84	2,3,4
2	11.11	10.7	*BRO	Brown & Brown, Inc.	Insurance - Multiline & Broke	2024-09-06	3.92	2,3,4
3	7.41	9.1	*BSX	Boston Scientific Corpora	Advanced Medical Equipment &	2024-09-06	3.80	2,4
4	11.11	1.3	*COST	Costco Wholesale Corporat	Retailers - Discount Stores	2024-09-06	3.72	2,3,4
5	7.41	0.9	*CTAS	Cintas Corp	Business Support Services	2024-09-06	3.60	2,4
6	11.11	0.6	*FICO	Fair Isaac Corp	Software	2024-09-06	2.96	2,3,4
7	7.41	3.3	*MMC	Marsh & McLennan Companie	Insurance - Multiline & Broke	2024-09-06	3.44	2,4
8	11.11	2.6	*MSI	Motorola Solutions Inc	Communications & Networking	2024-09-06	3.76	2,3,4
9	11.11	4.5	*PGR	Progressive Corp	Insurance - Property & Casual	2024-09-06	3.96	2,3,4
10	11.11	5.5	*RSG	Republic Services Inc	Environmental Services & Equi	2024-09-06	3.64	2,3,4



Stats for 2024-08-30 (5th week of the Month)

Stats for 2024-08-30 (5th week of the Month)

List creation date: 2024-08-30

Median MarketCap: 7871

46.7% stocks on Nasdaq; 53.3% stocks on NYSE/Amex

Sector
Technology	29%
Financials	22%
Industrials	18%
Healthcare	16%
Consumer Non-Cyclicals	7%
Real Estate	2%
Consumer Cyclicals	2%
Energy	2%
Basic Materials	2%

Industry
Software	16%
Banks	11%
Aerospace & Defense	9%
Online Services	9%
Pharmaceuticals	7%
Construction & Engi	7%
Insurance - Propert	4%
Food Processing	2%
Personal Services	2%
Food Retail & Distr	2%
Oil & Gas - Explora	2%
Chemicals - Special	2%
Professional Inform	2%
Homebuilding	2%
Advanced Medical Eq	2%
Medical Equipment,	2%
Healthcare Faciliti	2%
Investment Banking	2%
Financial & Commodi	2%
Insurance - Multili	2%
Biotechnology & Med	2%
Semiconductors	2%
Fintech	2%
REITs - Specialized	2%

Country
United States	80%
Brazil	7%
Canada	2%
Israel	2%
Luxembourg	2%
Mexico	2%
Uruguay	2%
Argentina	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	PLTR	Software	Technology	67973	US	Palantir Technologies
3.96	MNDY	Software	Technology	12772	Israel	Monday.Com Ltd
3.96	YOU	Software	Technology	4008	US	Clear Secure
3.92	PANW	Software	Technology	113473	US	Palo Alto Networks
3.92	TTD	Software	Technology	50229	US	Trade Desk
3.88	VERX	Software	Technology	5849	US	Vertex
3.84	INTA	Software	Technology	3421	US	Intapp
3.96	MELI	Online Services	Technology	101150	Uruguay	MercadoLibre
3.92	NFLX	Online Services	Technology	293480	US	Netflix
3.92	SPOT	Online Services	Technology	67785	Luxembourg	Spotify Technology SA
3.84	DOCS	Online Services	Technology	6780	US	Doximity
3.84	CRUS	Semiconductors	Technology	7558	US	Cirrus Logic,
3.96	ACIW	Fintech	Technology	5117	US	ACI Worldwide
3.96	NU	Banks	Financials	68153	Brazil	Nu Holdings Ltd
3.96	SUPV	Banks	Financials	754	Argentina	Grupo Supervielle SA -ADR
3.84	CADE	Banks	Financials	5899	US	Cadence Bank
3.80	RY	Banks	Financials	167940	Canada	Royal Bank of Canada
3.80	UMBF	Banks	Financials	4993	US	UMB Financial
3.96	PGR	Insurance - Propert	Financials	145398	US	Progressive
3.88	NMIH	Insurance - Propert	Financials	3212	US	NMI Holdings
3.88	MC	Investment Banking	Financials	5001	US	Moelis & Co
3.80	TW	Financial & Commodi	Financials	24832	US	Tradeweb Markets
3.92	BRO	Insurance - Multili	Financials	29633	US	Brown & Brown,
3.96	HEI	Aerospace & Defense	Industrials	30070	US	Heico
3.96	AXON	Aerospace & Defense	Industrials	27392	US	Axon Enterprise
3.92	ERJ	Aerospace & Defense	Industrials	6197	Brazil	Embraer SA (ADR)
3.88	HWM	Aerospace & Defense	Industrials	39394	US	Howmet Aerospace
3.92	ROAD	Construction & Engi	Industrials	3387	US	Construction Partners
3.92	GLDD	Construction & Engi	Industrials	669	US	Great Lakes Dredge & Dock
3.80	EME	Construction & Engi	Industrials	17718	US	Emcor Group
3.88	MCO	Professional Inform	Industrials	87869	US	Moody's
3.96	LLY	Pharmaceuticals	Healthcare	901897	US	Eli Lilly And Co
3.96	ADMA	Pharmaceuticals	Healthcare	4018	US	ADMA Biologics
3.88	CPRX	Pharmaceuticals	Healthcare	2419	US	Catalyst Pharmaceuticals
3.96	TMDX	Advanced Medical Eq	Healthcare	5638	US	TransMedics Group
3.96	CSTL	Medical Equipment,	Healthcare	794	US	Castle Biosciences
3.84	UHS	Healthcare Faciliti	Healthcare	15640	US	Universal Health Services,
3.96	UTHR	Biotechnology & Med	Healthcare	16010	US	United Therapeuticsoratio
3.96	BRFS	Food Processing	Consumer Non-Cyclicals	7871	Brazil	BRF SA (ADR)
3.88	BFAM	Personal Services	Consumer Non-Cyclicals	7959	US	Bright Horizons Family Solutio
3.88	SFM	Food Retail & Distr	Consumer Non-Cyclicals	10209	US	Sprouts Farmers Market
3.96	VIST	Oil & Gas - Explora	Energy	4845	Mexico	Vista Energy SAB de CV - ADR
3.84	ASPN	Chemicals - Special	Basic Materials	2199	US	Aspen Aerogels
3.92	GRBK	Homebuilding	Consumer Cyclicals	3442	US	Green Brick Partners
3.92	CTRE	REITs - Specialized	Real Estate	4592	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%	*LLY	LILLY ELI & CO	LLY		Healthcare	1	$960.0	10.4%	$960.02
11%	*PGR	PROGRESSIVE CORP OHIO	PGR		Financials	4	$1,008.8	11.0%	$252.2
31%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	6	$2,857.6	31.0%	$476.27
31%	SPY	SPDR S&P 500	SPY		n.a.	5	$2,818.4	30.6%	$563.68
0%	RY	ROYAL BANK OF CANADA	RY	added	Financials	0	$0.0	0.0%	$120.78
0%	MELI	MERCADOLIBRE INC	MELI	added	Technology	0	$0.0	0.0%	$2061.66
0%	NFLX	NETFLIX INC	NFLX	added	Technology	0	$0.0	0.0%	$701.35
0%	*PANW	Palo Alto Networks	PANW	added	Technology	0	$0.0	0.0%	$362.72
0%	*ANET	Arista Networks Inc	ANET	added	Technology	0	$0.0	0.0%	$353.38
10%	ISRG	INTUITIVE SURGICAL INC		removed	Healthcare	2	$985.3	10.7%	$492.63
7%	PDD	Pinduoduo Inc		removed	Technology	6	$576.7	6.3%	$96.11

---

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*		2024-08-30
growth	5.00	7	SPLV	Invesco S&P 500 Low Volatility*		2024-08-30
growth	5.00	1	VHT	Health*	Late Cycle to Recession	2024-08-30
growth	4.50	5	XLP	Consumer Staples Select*	Late Cycle to Recession	2024-08-30
growth	4.50	2	XLV	Health Care Select*	Late Cycle to Recession	2024-08-30
growth	4.50	4	NOBL	ProShares S&P 500 Dividend Aristocrats*		2024-08-30
cyclical	4.50	2	VOE	Mid Cap Value*		2024-08-30
cyclical	4.50	4	TLT	Long term bonds*	Slower Economic Growth	2024-08-30
cyclical	5.00	5	XHS	Health Care Services*	Late Cycle to Recession	2024-08-30
cyclical	5.00	11	XPH	Pharmaceuticals*	Late Cycle to Recession	2024-08-30
cyclical	5.00	8	SDOG	Value*		2024-08-30
cyclical	5.25	5	XTL	Telecom		2024-08-30
cyclical	5.25	16	RING	Gold Miners	Inflation	2024-08-30
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-08-30
cyclical	5.25	3	VPU	Utilities	Late Cycle to Recession	2024-08-30
cyclical	5.25	9	KBE	Bank		2024-08-30
cyclical	5.25	3	XAR	Aerospace & Defense		2024-08-30
cyclical	5.25	2	GLD	Gold	Inflation	2024-08-30
cyclical	5.25	5	VNQ	REITS*	Early to Mid Cycle	2024-08-30
cyclical	5.25	4	XHB	Homebuilders*		2024-08-30

---

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*		2024-08-30
growth	5.25	6	XLP	Consumer Staples Select*	Late Cycle to Recession	2024-08-30
growth	5.25	1	VHT	Health*	Late Cycle to Recession	2024-08-30
growth	5.25	2	VDC	Consumer Staples*	Late Cycle to Recession	2024-08-30
growth	5.25	9	KIE	Insurance*		2024-08-30
growth	5.25	3	XLV	Health Care Select*	Late Cycle to Recession	2024-08-30
cyclical	5.25	8	SDOG	Value*		2024-08-30
cyclical	5.25	3	VPU	Utilities	Late Cycle to Recession	2024-08-30
cyclical	5.25	5	XTL	Telecom		2024-08-30
cyclical	5.25	5	VNQ	REITS*	Early to Mid Cycle	2024-08-30

---

These selected stocks are ideas in the current market environment. Weekly and Monthly Fract better than SPY. * means Wkly fast and slow Fract individually, stronger then SPY.

#	%Alloc	Share	Sym	Name	Industry	Date	GPA	Ver
1	7.18	2.5	*AJG	Arthur J. Gallagher & Co.	Insurance - Multiline & Broke	2024-08-30	3.68	2,3,4
3	7.14	4.4	*AVGO	Broadcom Inc	Semiconductors	2024-08-30	2.92	2,3,4
4	7.14	6.8	*BRO	Brown & Brown, Inc.	Insurance - Multiline & Broke	2024-08-30	3.92	2,3,4
5	4.76	5.8	*BSX	Boston Scientific Corpora	Advanced Medical Equipment &	2024-08-30	3.76	2,4
6	7.14	0.8	*COST	Costco Wholesale Corporat	Retailers - Discount Stores	2024-08-30	3.76	2,3,4
7	4.76	0.6	*CTAS	Cintas Corp	Business Support Services	2024-08-30	3.68	2,4
8	7.14	0.4	*FICO	Fair Isaac Corp	Software	2024-08-30	2.92	2,3,4
9	7.14	0.9	*KLAC	KLA Corp	Semiconductor Equipment & Tes	2024-08-30	3.32	2,3,4
10	7.14	0.7	*LLY	Eli Lilly And Co	Pharmaceuticals	2024-08-30	3.96	2,3,4
11	4.76	2.1	*MMC	Marsh & McLennan Companie	Insurance - Multiline & Broke	2024-08-30	3.16	2,4
12	7.14	1.6	*MSI	Motorola Solutions Inc	Communications & Networking	2024-08-30	3.80	2,3,4
13	2.38	2.0	*NVDA	NVIDIA Corp	Semiconductors	2024-08-30	3.60	4
14	7.14	2.8	*PGR	Progressive Corp	Insurance - Property & Casual	2024-08-30	3.96	2,3,4
15	7.14	3.4	*RSG	Republic Services Inc	Environmental Services & Equi	2024-08-30	3.68	2,3,4
16	4.76	0.3	*TDG	TransDigm Group Inc	Aerospace & Defense	2024-08-30	3.20	2,4
2	7.14	10.6	APH	Amphenol Corporation	Electronic Equipment & Parts	2024-08-30	3.56	2,3,4



Stats for 2024-08-23 (4th week of the Month)

Stats for 2024-08-23 (4th week of the Month)

List creation date: 2024-08-23

Median MarketCap: 6439

44.4% stocks on Nasdaq; 55.6% stocks on NYSE/Amex

Sector
Technology	24%
Financials	22%
Industrials	18%
Healthcare	13%
Consumer Non-Cyclicals	9%
Real Estate	4%
Consumer Cyclicals	4%
Energy	2%
Basic Materials	2%

Industry
Banks	13%
Aerospace & Defense	9%
Software	9%
Online Services	9%
Food Processing	4%
Insurance - Propert	4%
Pharmaceuticals	4%
Biotechnology & Med	2%
Semiconductors	2%
Communications & Ne	2%
Advanced Medical Eq	2%
Medical Equipment,	2%
Healthcare Faciliti	2%
Personal Services	2%
Food Retail & Distr	2%
Oil & Gas - Explora	2%
Chemicals - Special	2%
Industrial Machiner	2%
Construction & Engi	2%
Environmental Servi	2%
Professional Inform	2%
Homebuilding	2%
Retailers - Apparel	2%
Fintech	2%
REITs - Commercial	2%
REITs - Specialized	2%
Investment Banking	2%
Insurance - Multili	2%

Country
United States	78%
Brazil	7%
Puerto Rico	2%
Argentina	2%
Uruguay	2%
Ireland	2%
Israel	2%
Luxembourg	2%
Mexico	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	PLTR	Software	Technology	72853	US	Palantir Technologies
3.96	YOU	Software	Technology	3899	US	Clear Secure
3.92	MNDY	Software	Technology	13287	Israel	Monday.Com Ltd
3.88	PANW	Software	Technology	116487	US	Palo Alto Networks
3.96	MELI	Online Services	Technology	101773	Uruguay	MercadoLibre
3.96	SPOT	Online Services	Technology	69016	Luxembourg	Spotify Technology SA
3.84	PDD	Online Services	Technology	202663	Ireland	PDD Holdings - ADR
3.84	DOCS	Online Services	Technology	6764	US	Doximity
3.88	CRUS	Semiconductors	Technology	7623	US	Cirrus Logic,
3.92	NSSC	Communications & Ne	Technology	2057	US	Napco Security Technologies In
3.96	ACIW	Fintech	Technology	5032	US	ACI Worldwide
3.96	SUPV	Banks	Financials	772	Argentina	Grupo Supervielle SA -ADR
3.92	NU	Banks	Financials	68630	Brazil	Nu Holdings Ltd
3.88	CADE	Banks	Financials	5648	US	Cadence Bank
3.88	AX	Banks	Financials	3659	US	Axos Financial
3.84	UMBF	Banks	Financials	4782	US	UMB Financial
3.80	CFB	Banks	Financials	848	US	Crossfirst Bankshares
3.96	PGR	Insurance - Propert	Financials	138990	US	Progressive
3.88	NMIH	Insurance - Propert	Financials	3065	US	NMI Holdings
3.92	MC	Investment Banking	Financials	4789	US	Moelis & Co
3.88	BRO	Insurance - Multili	Financials	29513	US	Brown & Brown,
3.96	HEI	Aerospace & Defense	Industrials	29452	US	Heico
3.92	ERJ	Aerospace & Defense	Industrials	6078	Brazil	Embraer SA (ADR)
3.88	HWM	Aerospace & Defense	Industrials	39288	US	Howmet Aerospace
3.84	RCAT	Aerospace & Defense	Industrials	222	Puerto Rico	Red Cat Holdings
3.88	SPXC	Industrial Machiner	Industrials	7162	US	SPX Technologies
3.92	ROAD	Construction & Engi	Industrials	3259	US	Construction Partners
3.88	TTEK	Environmental Servi	Industrials	12569	US	Tetra Tech
3.88	MCO	Professional Inform	Industrials	86583	US	Moody's
3.96	ADMA	Pharmaceuticals	Healthcare	4158	US	ADMA Biologics
3.88	CPRX	Pharmaceuticals	Healthcare	2430	US	Catalyst Pharmaceuticals
3.96	TMDX	Advanced Medical Eq	Healthcare	5770	US	TransMedics Group
3.96	CSTL	Medical Equipment,	Healthcare	773	US	Castle Biosciences
3.88	UHS	Healthcare Faciliti	Healthcare	15044	US	Universal Health Services,
3.96	UTHR	Biotechnology & Med	Healthcare	15644	US	United Therapeuticsoratio
3.96	BRFS	Food Processing	Consumer Non-Cyclicals	7983	Brazil	BRF SA (ADR)
3.84	FRPT	Food Processing	Consumer Non-Cyclicals	6439	US	Freshpet
3.88	BFAM	Personal Services	Consumer Non-Cyclicals	7952	US	Bright Horizons Family Solutio
3.84	SFM	Food Retail & Distr	Consumer Non-Cyclicals	9804	US	Sprouts Farmers Market
3.96	GRBK	Homebuilding	Consumer Cyclicals	3336	US	Green Brick Partners
3.84	BURL	Retailers - Apparel	Consumer Cyclicals	17340	US	Burlington Stores
3.84	HASI	REITs - Commercial	Real Estate	3625	US	HA Sustainable Infrastructure
3.92	CTRE	REITs - Specialized	Real Estate	4429	US	Caretrust REIT
3.96	VIST	Oil & Gas - Explora	Energy	4635	Mexico	Vista Energy SAB de CV - ADR
3.88	ASPN	Chemicals - Special	Basic Materials	2388	US	Aspen Aerogels

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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%	*LLY	LILLY ELI & CO	LLY		Healthcare	1	$952.7	10.0%	$952.74
10%	*PGR	PROGRESSIVE CORP OHIO	PGR		Financials	4	$965.0	10.1%	$241.25
30%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	6	$2,880.0	30.1%	$480
30%	SPY	SPDR S&P 500	SPY		n.a.	5	$2,810.7	29.4%	$562.13
0%	MELI	MERCADOLIBRE INC	MELI	added	Technology	0	$0.0	0.0%	$2000.31
0%	NFLX	NETFLIX INC	NFLX	added	Technology	0	$0.0	0.0%	$686.73
0%	*PANW	Palo Alto Networks	PANW	added	Technology	0	$0.0	0.0%	$350.75
10%	ISRG	INTUITIVE SURGICAL INC		removed	Healthcare	2	$973.1	10.2%	$486.55
10%	PDD	Pinduoduo Inc		removed	Technology	7	$979.1	10.2%	$139.87

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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*		2024-08-23
growth	5.00	7	SPLV	Invesco S&P 500 Low Volatility*		2024-08-23
growth	4.50	1	VHT	Health*	Late Cycle to Recession	2024-08-23
cyclical	4.50	2	VOE	Mid Cap Value*		2024-08-23
cyclical	4.50	4	TLT	Long term bonds*	Slower Economic Growth	2024-08-23
cyclical	4.50	3	IJR	Small Cap*		2024-08-23
cyclical	4.50	4	XBI	Biotech*	Early to Mid Cycle	2024-08-23
cyclical	5.00	5	XHS	Health Care Services*	Late Cycle to Recession	2024-08-23
cyclical	5.00	3	XAR	Aerospace & Defense*		2024-08-23
cyclical	5.00	8	SDOG	Value*		2024-08-23
cyclical	5.00	11	XPH	Pharmaceuticals*	Late Cycle to Recession	2024-08-23
cyclical	5.25	5	XTL	Telecom		2024-08-23
cyclical	5.25	16	RING	Gold Miners	Inflation	2024-08-23
cyclical	5.25	9	KBE	Bank		2024-08-23
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-08-23
cyclical	5.25	3	VPU	Utilities	Late Cycle to Recession	2024-08-23
cyclical	5.25	40	SLVP	Global Silver and Metals Miners	Inflation	2024-08-23
cyclical	5.25	2	GLD	Gold	Inflation	2024-08-23
cyclical	5.25	4	XHB	Homebuilders*		2024-08-23
cyclical	5.25	5	VNQ	REITS*	Early to Mid Cycle	2024-08-23

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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*		2024-08-23
growth	5.25	9	KIE	Insurance*		2024-08-23
growth	5.25	1	VHT	Health*	Late Cycle to Recession	2024-08-23
cyclical	5.25	9	SDOG	Value*		2024-08-23
cyclical	5.25	3	VOE	Mid Cap Value*		2024-08-23
cyclical	5.25	3	XAR	Aerospace & Defense*		2024-08-23
cyclical	5.25	16	RING	Gold Miners	Inflation	2024-08-23
cyclical	5.25	2	GLD	Gold	Inflation	2024-08-23
cyclical	5.25	5	XTL	Telecom		2024-08-23
cyclical	5.25	5	VNQ	REITS*	Early to Mid Cycle	2024-08-23

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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	6.78	2.4	*AJG	Arthur J. Gallagher & Co.	Insurance - Multiline & Broke	2024-08-23	3.60	2,3,4
3	6.82	4.1	*AVGO	Broadcom Inc	Semiconductors	2024-08-23	2.84	2,3,4
4	6.82	6.7	*BRO	Brown & Brown, Inc.	Insurance - Multiline & Broke	2024-08-23	3.88	2,3,4
5	4.55	5.7	*BSX	Boston Scientific Corpora	Advanced Medical Equipment &	2024-08-23	3.60	2,4
6	6.82	0.8	*COST	Costco Wholesale Corporat	Retailers - Discount Stores	2024-08-23	3.72	2,3,4
7	4.55	0.6	*CTAS	Cintas Corp	Business Support Services	2024-08-23	3.64	2,4
8	6.82	0.4	*FICO	Fair Isaac Corp	Software	2024-08-23	3.00	2,3,4
9	6.82	0.8	*KLAC	KLA Corp	Semiconductor Equipment & Tes	2024-08-23	3.28	2,3,4
10	6.82	0.7	*LLY	Eli Lilly And Co	Pharmaceuticals	2024-08-23	3.96	2,3,4
11	4.55	2.0	*MMC	Marsh & McLennan Companie	Insurance - Multiline & Broke	2024-08-23	3.04	2,4
12	6.82	1.6	*MSI	Motorola Solutions Inc	Communications & Networking	2024-08-23	3.80	2,3,4
13	6.82	5.3	*NVDA	NVIDIA Corp	Semiconductors	2024-08-23	3.76	2,3,4
14	6.82	2.8	*PGR	Progressive Corp	Insurance - Property & Casual	2024-08-23	3.96	2,3,4
15	6.82	3.3	*RSG	Republic Services Inc	Environmental Services & Equi	2024-08-23	3.72	2,3,4
16	4.55	0.3	*TDG	TransDigm Group Inc	Aerospace & Defense	2024-08-23	3.16	2,4
2	6.82	10.1	APH	Amphenol Corporation	Electronic Equipment & Parts	2024-08-23	3.52	2,3,4