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A merry & shrewd investing community |
Best Of MI | Best Of | Favourites & Replies | All Boards | Post of the Week! ¤ |
| Shrewd'm.com Merry shrewd investors Best Of MI | Best Of | Favourites & Replies | All Boards | Post of the Week! ¤ |
Modern Family (IT) Symbol Status ChgD Confirmed Roles: (leading indicators that act as a guide for the stock market macro picture)
SPDR S&P 500 SPY Bullish 79 Yes - major U.S. index fund of 500 Giant(47%), Large(35%) & Medium(18%) companies
Russell Large 200 IWL Bullish 79 Yes - gauge the health of 200 Giant(54%), Large(40%) & Medium(6%) companies within the U.S.
Russell Medium 800 IWR Bullish 78 Yes - gauge the health of 800 Large(4%), Medium(74%) & Small(22%) companies within the U.S.
Russell Small 2000 IWM Bullish 72 Yes - gauge the health of 2000 Medium(2%), Small(48%) & Micro(50%) companies within the U.S.
Transportation IYT Bullish 72 Yes - measure Industry & Manufacture strength - supply and demand
Retail Consumer XRT Bullish 78 Yes - measure strength of economy and consumer confidence
Regional Banks KRE Bullish 78 Yes - measure the health of financial system in the U.S.
BioTechnology IBB BEARish 39 Not Yet - highly speculated: assesses where money is flowing
SemiConductor SMH Bullish 78 Yes - innovation: a major player technology trends
As of (LastD) = 25-Jul-25 More Details: Posted end of month by mapg on the Mechanical Investing board (shrewdm.com)
Market Trends (IT & LT) TPPO(120) Status Slower Inter Faster MAC(210) Status Status DBE(105) Status Status CountIF Risk
Intermediate & Long Terms IT-Signal (ChgD) PPO(2:1) PPO(4:1) PPO(8:1) LT-Signal (ChgD) (TPw,210) Signal (ChgD) Hi(99MD) (Bullish) Gauges
SP600 (IJR) Daily Bullish 74 0.12% 1.71% 2.94% Bullish 2 0.72% BEARish 88 167 2 Risk_Off
SP400 (MDY) Daily Bullish 78 0.85% 2.52% 3.72% Bullish 25 3.43% Bullish 2 1 3 Risk_On
SP500EW (RSP) Daily Bullish 78 1.25% 2.84% 3.96% Bullish 73 4.97% Bullish 24 0 3 Risk_On
SP1500 (ITOT) Daily Bullish 80 2.06% 4.39% 5.92% Bullish 74 8.10% Bullish 905 0 3 Risk_On
SP500 (.SPX) Daily Bullish 80 2.11% 4.43% 5.94% Bullish 74 8.33% Bullish 905 0 3 Risk_On
As of (LastD) = 25-Jul-25 --- --- --- --- 25-Jul-25 --- --- 25-Jul-25 --- --- --- 25-Jul-25
CountIF(Bullish) = 5 5 4 14 Risk_On
My Rankings 25-Jul-25 1 2 3 4 5 6 7 8 9 10 Buy HTD Sell
1- MAA: Long-Term (BRKB) 1-LRRS: ROC() & TMAC() FSPSX FXAIX FSMAX FFNOX BRK/B FXNAX - - - - -- BRKB --
2- MAA: Multi-Asset ETF's 2-LRRS: ROC() & TMAC() AOA AOR RLY AOM AOK IYLD - - - - 2 2 2
3- QAA: Market ETF's 3-LRRS: ROC() & TMAC() XLG IEFA PRF CMDY PRFZ USRT TLT SDS - - 3 1 4
4- QAA: Enhanced ETF's 4-LRRS: ROC() & TMAC() MTUM LRGF EFAV VLUE SIZE QUAL USMV COMT - - 3 1 4
6- QEW: Equal-Wght'd ETF's 6-LRRS: ROC() & TMAC() EQWL QQQE EDOW EUSA RSP EQAL - - - - 2 2 2
5- ROE_GMI (1 thru 10 of 25) 5-LRRS: ROC() & TMAC() FIX NVDA EME RL KLAC MSFT FTI META LYV GILD 15 5 5
5- ROE_GMI (11 thru 20) 5-Alloc: BuyIF Top 15 FTNT CF EHC IDXX ACM RMD GOOGL JNJ SCCO AMGN -- -- --
5- ROE_GMI (21 thru 25) 5-Alloc: SellIF Bottom 5 MSI NTAP LLY WAT ZTS - - - - - -- -- --
Core Large Medium Small
Name ISHARES RUSSELL 3000 ETF ISHARES RUSSELL TOP 200 ETF ISHARES RUSSELL MID-CAP ETF ISHARES RUSSELL 2000 ETF
Symbol IWV IWL IWR IWM
Issue type ETF ETF ETF ETF
Market price $362.05 $157.67 $95.32 $224.38
Jul-25-2025 Jul-25-2025 Jul-25-2025 Jul-25-2025
Market total return (1 year) 15.02% 15.56% 15.01% 7.58%
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
Market total return (3 years) 18.90% 21.04% 14.14% 9.92%
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
Market total return (5 years) 15.78% 17.16% 12.94% 9.92%
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
Market total return (10 years) 12.77% 14.41% 9.72% 7.06%
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
Premium / discount (1 year avg.) 0.00% -0.01% 0.00% 0.00%
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
Beta (month-end 3 years) 1.02 0.99 1.1 1.21
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
Standard deviation (month-end 3 years) 16.24 15.71 18.71 22.51
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
Sharpe ratio (month-end 3 years) 0.86 1 0.54 0.32
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
Alpha (month-end 3 years) -0.99 1.31 -5.73 -10.44
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
R2 (month-end 3 years) 99.29 99.09 85.3 71.48
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025