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Investment Strategies / Mechanical Investing
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Author: mapg   😊 😞
Number: of 3962 
Subject: Modern Family Aug-2024
Date: 08/30/2024 5:22 PM
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No. of Recommendations: 6
Name                     SP500       R1000EW     R1000      R2000    Transportation    Retail   Regional Bank   BioTech   SemiConductor
Symbol: (daily) .SPX
EQAL IWB IWM IYT XRT KRE IBB SMH
As of (LastD) 30-Aug-24 30-Aug-24 30-Aug-24 30-Aug-24 30-Aug-24 30-Aug-24 30-Aug-24 30-Aug-24 30-Aug-24
Signal_Status* Bullish Bullish Bullish Bullish Bullish Bullish Bullish Bullish Bullish
Signal_ChgD 09-Nov-23 20-Nov-23 16-Nov-23 12-Jul-24 21-Aug-24 24-Nov-23 07-May-24 15-May-24 09-Nov-23
Since_ChgD 295 284 288 49 9 280 115 107 295
Confirmed Yes Yes Yes Yes Not Yet Yes Yes Yes Not Yet
-- -- -- -- -- -- -- -- -- --
Status_MAC(50) Support Support Support Support Support Support Support Support Resistance
ROC(50-DMA) 5.0% 1.7% 4.7% 5.0% -0.3% 1.0% 11.3% 8.0% 6.4%
Status_MAC(200) Support Support Support Support Support Support Support Support Support
ROC(200-DMA) 20.4% 8.6% 20.2% 11.1% 11.9% 18.2% 13.2% 6.0% 59.0%
DMAC(50,200) 7.3% 3.0% 6.9% 5.0% -1.0% 3.2% 7.1% 5.9% 15.1%
-- -- -- -- -- -- -- -- -- --
LastD_Price 5648.40 47.65 309.06 220.08 67.27 76.32 57.83 148.17 243.46
50-DMA 5503.20 45.77 300.40 211.61 65.15 75.56 53.52 143.48 248.77
200-DMA 5127.93 44.42 280.90 201.50 65.79 73.22 49.96 135.49 216.17
-- -- -- -- -- -- -- -- -- --
# Signals /Yr 2 2 2 4 6 2 3 5 2
# BuyD /Yr 233 222 229 206 178 219 159 165 228
# NeutralD /Yr 0 0 0 0 0 0 0 0 0
# SellD /Yr 19 30 23 46 74 33 93 87 24
% BuyD /Yr 92% 88% 91% 82% 71% 87% 63% 65% 90%
-- -- -- -- -- -- -- -- -- --
52wL(Daily) 4117.37 37.43 225.16 162.21 52.80 57.91 38.57 112.41 137.46
52wH(Daily) 5667.20 47.65 309.37 224.60 70.61 79.13 59.23 148.28 281.27
% Off_52wH 0% NH 0% 2% 5% 4% 2% NH 16%
LastD_52wH 16-Jul-24 30-Aug-24 16-Jul-24 16-Jul-24 21-Mar-24 16-Jul-24 26-Jul-24 29-Aug-24 10-Jul-24
SinceD_52wH 45 0 45 45 162 45 35 1 51
--- --- --- --- --- --- --- --- ---

Modern Family:        Symbol:    Status:*   ChgD  Confirmed:  Roles: (leading indicators that act as a guide for the stock market macro picture)
S&P 500 Index .SPX Bullish 295 Yes - major U.S. market index
Russell 1000EW EQAL Bullish 284 Yes - gauge the health of 1000 Equal Weighted companies within the U.S.
Russell 1000 IWB Bullish 288 Yes - gauge the health of 1000 Giant(45%), Large(32%) & Medium(20%) companies within the U.S.
Russell 2000 IWM Bullish 49 Yes - gauge the health of 2000 Small(55%) & Micro(43%) companies within the U.S.
Transportation IYT Bullish 9 Not Yet - measure Industry & Manufacture strength - supply and demand
Retail XRT Bullish 280 Yes - measure strength economy and consumer confidence
Regional Banks KRE Bullish 115 Yes - measure the health of financial system in the U.S.
BioTech IBB Bullish 107 Yes - highly speculated: assesses where money is flowing
SemiConductor SMH Bullish 295 Not Yet - innovation: a major player technology trends
As of (LastD) 30-Aug-24 More Details: Posted end of month by mapg on the Mechanical Investing board (shrewdm.com)


The "Economic Modern Family" is a combination of three market index ETF's and five varying sectors & groups for "Market Analysis".
Trend indicators that give you an overall weekly gauge of how aggressive or not to be on the long or short side.
*My "Modern Family" signals(2) are not strictly identical to the (MarketGauge.com) "Phases Tutorial"(6).
Market Phases Rev 15-Aug-2024
- "BEARish" phase when Status_MAC(50) is "RESISTANCE" while ROC(50-DMA) is Negative OR Status_MAC(200) is "RESISTANCE" while ROC(200-DMA) is Negative.
- "Bullish" phase when NOT "BEARish"
- "Support" is the level(floor) at which demand is strong enough to stop the stock from falling any further. (MAC positive 5d)
- "Resistance" is the level(ceiling) at which supply is strong enough to stop the stock from moving higher. (MAC negative 5d)
- "Confirmed" when Status_MAC(50) AND ROC(50-DMA) both agree with "Signal_Status" phase.
ROC(50-DMA) = 50*SLOPE(F$458:F$507,$A$458:$A$507)/TREND(F$458:F$507,$A$458:$A$507,$A$458) Where F is 50-DMA and A is MktDay (ascending)
ROC(200-DMA) = 200*SLOPE(F$308:F$507,$A$308:$A$507)/TREND(F$308:F$507,$A$308:$A$507,$A$308) Where F is 200-DMA and A is MktDay (ascending)
Criteria that Refute- Moving averages do well in trending markets but they generate many false signals in choppy, sideways markets.
Description- After a crossover is identified, it is considered "not yet confirmed". Then additional confirmation is sought by watching the slope of the moving average.

ARCHIVE
More Details: Posted end of month by mapg on the Mechanical Investing board (shrewdm.com)
Modern Family AUG-2024
Modern Family JUL-2024 https://www.shrewdm.com/MB?pid=626153285
Modern Family JUN-2024, https://www.shrewdm.com/MB?pid=716545054
Modern Family MAY-2024, https://www.shrewdm.com/MB?pid=527927256
Modern Family APR-2024, https://www.shrewdm.com/MB?pid=901366147
Modern Family MAR-2024, https://www.shrewdm.com/MB?pid=100513411
Modern Family FEB-2024. https://www.shrewdm.com/MB?pid=618324647
Modern Family JAN-2024, https://www.shrewdm.com/MB?pid=157834189
Modern Family DEC-2023, https://www.shrewdm.com/MB?pid=993308542

GD_
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