Open Position Review

2017 was a very good year.

We re-deployed early in the year to get long Europe, International, Asia, India, Emerging Markets and Mexico. We added to our long term positions in SPY, QQQ and XLK. We also had exposure to health care, financials and social media. In addition, we did well with individual stock purchases across multiple sectors.

SPDR’s S&P500 Trust Series ETF (SPY) weekly

SPY...2017_12_29w
(click chart to enlarge)

Continue to hold all open SPY positions. Trend line is running about 14% annualized. All is well as long as price remains above this rising support zone.

Power Shares QQQ Trust Ser 1 (QQQ) weekly

QQQ...2017_12_29w
(click chart to enlarge)

Continue to hold. Primary support (white trend line) is running at an annualized rate of about 18%. Since early 2016 the trend is running at an annualized rate of about 24%…see yellow trend line. This is pretty steep but can last for years. No worries…yet.

SPDR’s Select Sector Technology ETF (XLK) weekly

XLK...2017_12_29w
(click chart to enlarge)

Continue to hold. Same story as QQQ.

Global X Social Media Index ETF (SOCL) weekly

SOCL...2017_12_29w
(click chart to enlarge)

Price is up 42% from my recommendation on January 17, 2017. Continue to hold.

Facebook Inc (FB) daily

FB...2017_12_29d
(click chart to enlarge)

Price is up 38% from my recommendation on January 17, 2017. Continue to hold.

Schwab International Equity ETF (SCHF) daily

SCHF...2017_12_29d
(click chart to enlarge)

Price is up 17% from my recommendation on March 19, 2017. Continue to hold.

SPDR EURO STOXX 50 ETF (FEZ) daily

FEZ...2017_12_29d
(click chart to enlarge)

Price is up 12% from my recommendation on March 29, 2017. Continue to hold. Appears to be under accumulation before next leg up.

iShares Core MSCI Emerging Markets ETF (IEMG) daily

IEMG...2017_12_29d
(click chart to enlarge)

Price is up 18% from my recommendation on March 29, 2017. Continue to hold.

iShares MSCI China Index Fund (MCHI) daily

MCHI...2017-12_29d
(click chart to enlarge)

Price is up 32% from my recommendation on March 29, 2017. Continue to hold.

SPDR’s Select Sector Health Care ETF (XLV) daily

XLV...2017_12_29d
(click chart to enlarge)

Price is up 4.5% from my recommendation on June 21, 2017. Continue to hold.

SPDR’s Select Sector financial ETF (XLF) daily

XLF...2017_12_29d
(click chart to enlarge)

Price is up 8.5% from my recommendation on September 28, 2017. Continue to hold.

Intel Corp (INTC) daily

INTC...2017_12_29d
(click chart to enlarge)

Price is up 16% from my recommendation on October 9, 2017. Continue to hold.

Goodyear Tire&Rubber Co (GT) daily

GT...2017_12_29d
(click chart to enlarge)

Price is up 6% from my recommendation on November 20, 2017. Continue to hold.

Express Scripts Holding Co (ESRX) daily

ESRX...2017_12_29d
(click chart to enlarge)

Price is up 6.5% from my recommendation on December 14, 2017. Continue to hold.

Likely no trade recommendations until mid January as there might be some selling pressure early in the year that we might be able to take advantage of. I have my eye on a few interesting ideas. Stay tuned.

Happy New Year!

Don

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