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Investment Strategies / Mechanical Investing
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Author: mapg   😊 😞
Number: of 3958 
Subject: Modern Family EOM 28-Mar-25
Date: 03/28/2025 5:19 PM
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No. of Recommendations: 7
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-Mar-25 28-Mar-25 28-Mar-25 28-Mar-25 28-Mar-25 28-Mar-25 28-Mar-25 28-Mar-25 28-Mar-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 8 29 9 42 29 24 29 14 17
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) -1.2% -2.2% -1.4% -6.7% -2.6% -7.7% -5.1% -0.8% -3.4%
Status_MAC(200) Resistance Resistance Resistance Resistance Resistance Resistance Resistance Resistance Resistance
ROC(200-DMA) 20.6% 13.5% 20.5% 15.7% 7.2% 11.9% 26.4% 8.4% 30.3%
DMAC(50,200) 2.4% 1.9% 2.6% -1.0% 1.1% -2.2% 4.3% -3.0% -2.8%
-- -- -- -- -- -- -- -- -- --
LastD_Price 555.66 47.12 305.03 200.45 63.66 68.54 56.41 130.29 212.17
50-DMA 588.41 49.01 323.67 216.47 69.00 75.03 60.94 136.09 238.37
200-DMA 574.38 48.09 315.35 218.58 68.25 76.73 58.42 140.25 245.23
-- -- -- -- -- -- -- -- -- --
# Signals /Yr 1 1 1 3 7 3 3 5 5
# BuyD /Yr 245 230 244 207 179 229 203 176 217
# NeutralD /Yr 0 0 0 0 0 0 0 0 0
# SellD /Yr 7 22 8 45 73 23 49 76 35
% BuyD /Yr 97% 91% 97% 82% 71% 91% 81% 70% 86%
-- -- -- -- -- -- -- -- -- --
52wL(Daily) 495.16 43.33 272.21 192.84 61.35 66.62 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 10% 10% 11% 21% 18% 23% 22% 15% 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 37 119 37 123 123 107 123 190 261
CountD_52wH 42 25 43 11 5 8 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.
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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