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Investment Strategies / Mechanical Investing
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Author: mapg   😊 😞
Number: of 5385 
Subject: ModernFamily EOM Oct-2025
Date: 10/03/25 2:49 PM
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No. of Recommendations: 5
      Name               SP500        R200       R800       R2000    Transportation    Retail   Regional Bank   BioTech   SemiConductor
Symbol: (daily) SPY
IWL IWR IWM IYT XRT KRE IBB SMH
As of (LastD) 03-Oct-25 03-Oct-25 03-Oct-25 03-Oct-25 03-Oct-25 03-Oct-25 03-Oct-25 03-Oct-25 03-Oct-25
Signal_Status* Bullish Bullish Bullish Bullish Bullish Bullish Bullish Bullish Bullish
Signal_ChgD 07-May-25 07-May-25 08-May-25 14-May-25 14-May-25 08-May-25 08-May-25 28-Jul-25 08-May-25
Since_ChgD 149 149 148 142 142 148 148 67 148
Confirmed Yes Yes Yes Yes Yes Yes Yes Yes Yes
-- -- -- -- -- -- -- -- -- --
Status_MAC(50) Support Support Support Support Support Support Support Support Support
ROC(50-DMA) 7.0% 7.5% 5.0% 9.3% 4.5% 9.3% 7.8% 9.6% 12.8%
Status_MAC(200) Support Support Support Support Support Support Support Support Support
ROC(200-DMA) 8.0% 9.0% 5.8% 0.0% 0.4% -0.1% 10.0% -7.7% 2.7%
DMAC(50,200) 7.7% 8.2% 5.6% 7.2% 3.9% 8.9% 5.2% 5.2% 17.2%
-- -- -- -- -- -- -- -- -- --
LastD_Price 669.92 166.95 97.35 245.76 72.34 87.02 63.48 151.02 337.25
50-DMA 647.37 160.86 95.30 232.41 70.49 84.45 63.12 138.87 300.98
200-DMA 601.09 148.65 90.22 216.81 67.84 77.56 59.99 131.95 256.72
-- -- -- -- -- -- -- -- -- --
# Signals /Yr 2 2 2 2 4 2 2 6 4
# BuyD /Yr 219 221 203 191 194 206 203 119 201
# NeutralD /Yr 0 0 0 0 0 0 0 0 0
# SellD /Yr 33 31 49 61 58 46 49 133 51
% BuyD /Yr 87% 88% 81% 76% 77% 82% 81% 47% 80%
-- -- -- -- -- -- -- -- -- --
52wL(Daily) 496.48 122.36 74.88 174.82 55.22 62.11 48.81 112.02 179.95
52wH(Daily) 669.92 166.95 97.51 245.76 75.40 88.49 68.90 151.02 338.24
% Off_52wH NH NH 0.2% NH 4.2% 1.7% 8.5% NH NH
LastD_52wH 03-Oct-25 03-Oct-25 11-Sep-25 03-Oct-25 25-Nov-24 18-Sep-25 25-Nov-24 03-Oct-25 01-Oct-25
SinceD_52wH 0 0 22 0 312 15 312 0 2
CountD_52wH 45 51 16 7 5 13 5 2 19
--- --- --- --- --- --- --- --- --- ---


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 50-DMA and/or 200-DMA.
"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 - Data for Symbols are from the StockHistory() function .
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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