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Investment Strategies / Mechanical Investing
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Author: mapg   😊 😞
Number: of 3962 
Subject: Modern Family EOM FEB-2025
Date: 02/28/2025 5:19 PM
Post Reply | Report Post | Recommend It!
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) 28-Feb-25 28-Feb-25 28-Feb-25 28-Feb-25 28-Feb-25 28-Feb-25 28-Feb-25 28-Feb-25 28-Feb-25
Signal_Status* Bullish BEARish Bullish BEARish BEARish Bullish BEARish Bullish Bullish
Signal_ChgD 13-Dec-23 27-Feb-25 13-Dec-23 14-Feb-25 27-Feb-25 19-Sep-24 27-Feb-25 29-Jan-25 14-Feb-25
Since_ChgD 443 1 443 14 1 162 1 30 14
Confirmed Not Yet Yes Not Yet Yes Yes Not Yet Yes Not Yet Not Yet
-- -- -- -- -- -- -- -- -- --
Status_MAC(50) Resistance Resistance Resistance Resistance Resistance Resistance Resistance Support Resistance
ROC(50-DMA) 1.6% -0.8% 1.8% -2.4% -2.0% 0.7% -1.0% -4.1% 0.3%
Status_MAC(200) Support Support Support Resistance Support Resistance Support Resistance Resistance
ROC(200-DMA) 22.0% 13.8% 21.7% 16.7% 7.8% 14.4% 25.2% 10.2% 38.5%
DMAC(50,200) 4.8% 3.2% 5.1% 2.3% 2.9% 2.3% 8.2% -3.2% 0.6%
-- -- -- -- -- -- -- -- -- --
LastD_Price 594.18 49.28 326.39 214.65 69.86 74.14 62.07 137.03 232.77
50-DMA 598.02 49.42 329.24 223.78 70.10 79.19 62.31 135.93 248.40
200-DMA 570.54 47.86 313.22 218.66 68.13 77.39 57.58 140.43 246.99
-- -- -- -- -- -- -- -- -- --
# Signals /Yr 0 1 0 3 7 2 3 4 4
# BuyD /Yr 252 250 252 227 199 248 223 187 231
# NeutralD /Yr 0 0 0 0 0 0 0 0 0
# SellD /Yr 0 2 0 25 53 4 29 65 21
% BuyD /Yr 100% 99% 100% 90% 79% 98% 88% 74% 92%
-- -- -- -- -- -- -- -- -- --
52wL(Daily) 495.16 43.33 272.21 192.84 61.35 70.66 45.75 124.64 199.21
52wH(Daily) 612.93 51.95 337.54 242.40 75.40 84.31 68.90 149.47 281.27
% Off_52wH 3% 5% 3% 13% 8% 14% 11% 9% 21%
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 9 91 9 95 95 79 95 162 233
CountD_52wH 48 35 50 14 9 11 11 7 18


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
"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.
CountD_52wH - FYI: Ten year average 52wH/Yr count for .SPx, MDY, & IJH was 34, 20 & 16 as of 27-Sep-2024.
--- ---


GD_
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