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Investment Strategies / Mechanical Investing
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Author: mapg   😊 😞
Number: of 3958 
Subject: ModernFamily EOM 30-Apr-25
Date: 04/30/2025 5:17 PM
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No. of Recommendations: 6
Name                     SP500         R1000EW     R1000       R2000     Transportation    Retail    Regional Bank    BioTech   SemiConductor
Symbol: (daily) SPY
EQAL IWB IWM IYT XRT KRE IBB SMH
As of (LastD) 30-Apr-25 30-Apr-25 30-Apr-25 30-Apr-25 30-Apr-25 30-Apr-25 30-Apr-25 30-Apr-25 30-Apr-25
Signal_Status* BEARish BEARish BEARish BEARish BEARish BEARish BEARish BEARish BEARish
Signal_ChgD 20-Mar-25 27-Feb-25 19-Mar-25 14-Feb-25 27-Feb-25 04-Mar-25 27-Feb-25 14-Mar-25 11-Mar-25
Since_ChgD 41 62 42 75 62 57 62 47 50
Confirmed Yes Yes Yes Yes Yes Yes Yes Yes Yes
-- -- -- -- -- -- -- -- -- --
Status_MAC(50) Resistance Resistance Resistance Resistance Resistance Resistance Resistance Resistance Resistance
ROC(50-DMA) -7.0% -5.8% -7.3% -11.8% -9.1% -14.0% -10.8% -5.2% -13.9%
Status_MAC(200) Resistance Resistance Resistance Resistance Resistance Resistance Resistance Resistance Resistance
ROC(200-DMA) 18.0% 12.1% 17.9% 13.0% 5.6% 8.1% 25.5% 5.3% 20.6%
DMAC(50,200) -2.5% -2.9% -2.6% -7.9% -5.7% -8.4% -5.1% -6.9% -9.0%
-- -- -- -- -- -- -- -- -- --
LastD_Price 554.54 45.92 304.67 194.86 60.83 68.70 54.13 126.58 211.28
50-DMA 558.67 46.68 306.59 199.89 63.90 69.49 55.90 128.84 216.53
200-DMA 573.04 48.09 314.76 217.14 67.74 75.85 58.89 138.36 237.91
-- -- -- -- -- -- -- -- -- --
# Signals /Yr 1 1 1 3 7 3 2 4 5
# BuyD /Yr 223 208 222 185 157 207 202 160 195
# NeutralD /Yr 0 0 0 0 0 0 0 0 0
# SellD /Yr 29 44 30 67 95 45 50 92 57
% BuyD /Yr 88% 83% 88% 73% 62% 82% 80% 63% 77%
-- -- -- -- -- -- -- -- -- --
52wL(Daily) 496.48 41.38 272.36 174.82 55.22 62.11 46.12 112.02 179.95
52wH(Daily) 612.93 51.95 337.54 242.40 75.40 84.31 68.90 149.47 281.27
% Off_52wH 11% 13% 11% 24% 24% 23% 27% 18% 33%
LastD_52wH 19-Feb-25 29-Nov-24 19-Feb-25 25-Nov-24 25-Nov-24 11-Dec-24 25-Nov-24 19-Sep-24 10-Jul-24
SinceD_52wH 70 152 70 156 156 140 156 223 294
CountD_52wH 41 23 42 9 5 6 11 7 13


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 27-Sep-2024 Intermediate-Term(50d) and/or Long-Term(200d)
"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.
Source of Data - Price data for Symbols in Modern Family are exported from real time charts to .CSV files after market close.
FYI: Historic - Ten year average 52wH/Yr count for .SPx, MDY, & IJH was 34, 20 & 16 as of 27-Sep-2024.
--- ---
GD_
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