Stats for 2024-11-01 (1st week of the Month)

Stats for 2024-11-01 (1st week of the Month)

List creation date: 2024-11-01

Median MarketCap: 10656

57.8% stocks on Nasdaq; 42.2% stocks on NYSE/Amex

Sector
Industrials	27%
Information Technology	18%
Consumer Discretionary	16%
Financials	16%
Health Care	11%
Communication Services	7%
Real Estate	2%
Energy	2%
Consumer Staples	2%

Industry
Software	16%
Hotels, Restaurants &	11%
Construction & Engine	9%
Capital Markets	9%
Diversified Consumer	4%
Electrical Equipment	4%
Professional Services	4%
Biotechnology	4%
Entertainment	4%
Health Care REITs	2%
Semiconductors & Semi	2%
Media	2%
Oil, Gas & Consumable	2%
Pharmaceuticals	2%
Financial Services	2%
Consumer Finance	2%
Passenger Airlines	2%
Marine Transportation	2%
Insurance	2%
Machinery	2%
Commercial Services &	2%
Consumer Staples Dist	2%
Health Care Equipment	2%
Health Care Providers	2%

Country
United States	84%
Israel	4%
Bahamas	2%
Argentina	2%
Luxembourg	2%
Singapore	2%
Taiwan	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.92	EME	Construction & Engine	Industrials	20145	US	EMCOR Group,
3.92	GVA	Construction & Engine	Industrials	3585	US	Granite Constructionorpora
3.88	ROAD	Construction & Engine	Industrials	4222	US	Construction Partners,
3.80	PRIM	Construction & Engine	Industrials	3422	US	Primoris Services
3.96	POWL	Electrical Equipment	Industrials	3050	US	Powell Industries,
3.84	AMSC	Electrical Equipment	Industrials	926	US	American Superconductoror
3.88	PCTY	Professional Services	Industrials	9932	US	Paylocity Holding
3.84	EXLS	Professional Services	Industrials	6701	US	ExlService Holdings,
3.92	ALSN	Machinery	Industrials	9362	US	Allison Transmission Holdings,
3.84	TTEK	Commercial Services &	Industrials	13391	US	Tetra Tech,
3.96	SKYW	Passenger Airlines	Industrials	3871	US	SkyWest,
3.80	ZIM	Marine Transportation	Industrials	2612	Israel	ZIM Integrated Shipping Servic
3.96	APP	Software	Information Technology	57374	US	AppLovin
3.96	YOU	Software	Information Technology	3489	US	Clear Secure,
3.92	MNDY	Software	Information Technology	14969	Israel	monday.com Ltd.
3.92	VERX	Software	Information Technology	6664	US	Vertex,
3.88	NOW	Software	Information Technology	196001	US	ServiceNow,
3.88	ADSK	Software	Information Technology	62107	US	Autodesk,
3.88	SMAR	Software	Information Technology	7842	US	Smartsheet
3.96	TSM	Semiconductors & Semi	Information Technology	835807	Taiwan	Taiwan Semiconductor Manufactu
3.96	CCL	Hotels, Restaurants &	Consumer Discretionary	28478	US	Carnival & plc
3.96	NCLH	Hotels, Restaurants &	Consumer Discretionary	10482	US	Norwegian Cruise Line Holdings
3.92	RCL	Hotels, Restaurants &	Consumer Discretionary	56023	US	Royal Caribbean Cruises Ltd.
3.92	TCOM	Hotels, Restaurants &	Consumer Discretionary	42361	Singapore	Trip.com Group Limited
3.80	DASH	Hotels, Restaurants &	Consumer Discretionary	63892	US	DoorDash,
3.96	DUOL	Diversified Consumer	Consumer Discretionary	13060	US	Duolingo,
3.84	OSW	Diversified Consumer	Consumer Discretionary	1877	Bahamas	OneSpaWorld Holdings Limited
3.96	IBKR	Capital Markets	Financials	16787	US	Interactive Brokers Group,
3.96	SF	Capital Markets	Financials	10656	US	Stifel Financial.
3.96	LAZ	Capital Markets	Financials	4571	US	Lazard,
3.88	HLNE	Capital Markets	Financials	7612	US	Hamilton Lane
3.80	TOST	Financial Services	Financials	16944	US	Toast,
3.84	DFS	Consumer Finance	Financials	38791	US	Discover Financial Services
3.84	TRUP	Insurance	Financials	2334	US	Trupanion,
3.96	CPRX	Biotechnology	Health Care	2559	US	Catalyst Pharmaceuticals,
3.92	EXEL	Biotechnology	Health Care	9264	US	Exelixis,
3.88	ISRG	Health Care Equipment	Health Care	182994	US	Intuitive Surgical,
3.84	CSTL	Health Care Providers	Health Care	958	US	Castle Biosciences,
3.92	CORT	Pharmaceuticals	Health Care	4900	US	Corcept Therapeuticsorpora
3.96	SPOT	Entertainment	Communication Services	79122	Luxembourg	Spotify Technology S.A.
3.92	NFLX	Entertainment	Communication Services	322192	US	Netflix,
3.96	TTD	Media	Communication Services	60167	US	The Trade Desk,
3.84	YPF	Oil, Gas & Consumable	Energy	11303	Argentina	YPF Sociedad An=nima
3.84	SFM	Consumer Staples Dist	Consumer Staples	11900	US	Sprouts Farmers Market,
3.88	WELL	Health Care REITs	Real Estate	86211	US	Welltower

---

0GPA38TB (* means Wkly fast and slow Fract individually, stronger then SPY).

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	*NVDA	NVIDIA CORP	NVDA		Information Technology	8	$1,083.2	9.0%	$135.4
5%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	1	$487.4	4.0%	$487.43
5%	SPY	SPDR S&P 500	SPY		n.a.	1	$571.0	4.7%	$571.04
10%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM		Information Technology	6	$1,157.7	9.6%	$192.95
10%	*ANET	Arista Networks Inc	ANET		Information Technology	3	$1,182.5	9.8%	$394.17
11%	NFLX	NETFLIX INC	NFLX		Communication Services	2	$1,512.2	12.5%	$756.1
0%	NOW	Servicenow Inc	NOW	added	Information Technology	0	$0.0	0.0%	$943.41
0%	ISRG	INTUITIVE SURGICAL INC	ISRG	added	Health Care	0	$0.0	0.0%	$506.34
0%	AMZN	AMAZON.COM INC	AMZN	added	Consumer Discretionary	0	$0.0	0.0%	$197.93
10%	MELI	MERCADOLIBRE INC		removed	Consumer Discretionary	1	$2,054.9	17.0%	$2054.9
9%	*LLY	LILLY ELI & CO		removed	Health Care	1	$818.9	6.8%	$818.93
10%	*PGR	PROGRESSIVE CORP OHIO		removed	Financials	4	$970.9	8.1%	$242.72
10%	*BSX	BOSTON SCIENTIFIC CORP		removed	Health Care	13	$1,087.1	9.0%	$83.62
10%	*META			removed	Communication Services	2	$1,134.3	9.4%	$567.16

---

These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	7	TQQQ	Growth		2024-11-01
growth	5.00	0	VGT	Information Technology*	Early to Mid Cycle	2024-11-01
growth	4.50	2	MTUM	BlackRock Momentum*		2024-11-01
growth	4.50	6	ONEQ	Nasdaq Index*		2024-11-01
cyclical	5.00	5	XTN	Transportation*	Mid to Late cycle	2024-11-01
cyclical	5.00	3	VOX	Communication Services*	Mid Cycle	2024-11-01
cyclical	5.25	37	SLVP	Global Silver and Metals Miners	Inflation	2024-11-01
cyclical	5.25	5	XTL	Telecom		2024-11-01
cyclical	5.25	6	UPRO	SP500		2024-11-01
cyclical	5.25	2	GLD	Gold	Inflation	2024-11-01
cyclical	5.25	3	XSW	Software & Services		2024-11-01
cyclical	5.25	9	KBE	Bank		2024-11-01
cyclical	5.25	11	XPH	Pharmaceuticals	Late Cycle to Recession	2024-11-01
cyclical	5.25	5	XLC	Communication Services	Mid Cycle	2024-11-01
cyclical	5.25	4	VFH	Financials	Mid and Early Cycle	2024-11-01
cyclical	5.00	7	XME	Metals and Mining*	Late Cycle to Recession	2024-11-01
cyclical	5.00	16	SLV	Silver*	Inflation	2024-11-01

---

These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	2	VOT	Mid Cap Growth*		2024-11-01
cyclical	5.25	8	XME	Metals and Mining*	Late Cycle to Recession	2024-11-01
cyclical	5.25	2	GLD	Gold	Inflation	2024-11-01
cyclical	5.25	5	XTL	Telecom		2024-11-01
cyclical	5.25	3	VOX	Communication Services*	Mid Cycle	2024-11-01
cyclical	5.25	3	XSW	Software & Services		2024-11-01
cyclical	5.25	5	XLC	Communication Services	Mid Cycle	2024-11-01
cyclical	5.25	6	XTN	Transportation*	Mid to Late cycle	2024-11-01
cyclical	5.25	17	SLV	Silver*	Inflation	2024-11-01
cyclical	5.25	37	SLVP	Global Silver and Metals Miners	Inflation	2024-11-01

---

These selected stocks are ideas in the current market environment. Weekly and Monthly Fract better than SPY. * means Wkly fast and slow Fract individually, stronger then SPY.

#	%Alloc	Share	Sym	Name	Industry	Date	GPA	Ver
1	17.65	16.9	*BRO	Brown & Brown, Inc.	Insurance	2024-11-01	3.80	2,3,4
2	11.76	14.1	*BSX	Boston Scientific Corpora	Health Care Equipment & Suppl	2024-11-01	3.80	2,4
3	5.88	0.7	*COST	Costco Wholesale Corporat	Consumer Staples Distribution	2024-11-01	3.44	4
4	17.65	8.6	*CTAS	Cintas Corporation	Commercial Services & Supplie	2024-11-01	3.64	2,3,4
5	17.65	0.9	*FICO	Fair Isaac Corporation	Software	2024-11-01	3.04	2,3,4
6	17.65	3.9	*MSI	Motorola Solutions, Inc.	Communications Equipment	2024-11-01	3.60	2,3,4
7	5.88	2.4	*PGR	The Progressive Corporati	Insurance	2024-11-01	3.88	4
8	5.88	10.2	WRB	W. R. Berkley Corporation	Insurance	2024-11-01	3.08	4



Stats for 2024-10-25 (4th week of the Month)

Stats for 2024-10-25 (4th week of the Month)

List creation date: 2024-10-25

Median MarketCap: 13161

50.0% stocks on Nasdaq; 50.0% stocks on NYSE/Amex

Sector
Information Technology	26%
Financials	21%
Industrials	16%
Consumer Discretionary	13%
Health Care	8%
Communication Services	8%
Real Estate	3%
Consumer Staples	3%
Materials	3%

Industry
Software	21%
Capital Markets	8%
Insurance	5%
Financial Services	5%
Semiconductors & Semi	5%
Entertainment	5%
Aerospace & Defense	5%
Hotels, Restaurants &	5%
Diversified Consumer	5%
Health Care Providers	5%
Biotechnology	3%
Consumer Staples Dist	3%
Construction & Engine	3%
Machinery	3%
Commercial Services &	3%
Passenger Airlines	3%
Textiles, Apparel & L	3%
Health Care REITs	3%
Media	3%
Consumer Finance	3%
Metals & Mining	3%

Country
United States	84%
Bahamas	3%
Israel	3%
Luxembourg	3%
Switzerland	3%
Taiwan	3%
Canada	3%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	PLTR	Software	Information Technology	97551	US	Palantir Technologies
3.96	APP	Software	Information Technology	53146	US	AppLovin
3.96	YOU	Software	Information Technology	3356	US	Clear Secure,
3.92	ADSK	Software	Information Technology	61451	US	Autodesk,
3.92	MNDY	Software	Information Technology	14822	Israel	monday.com Ltd.
3.92	VERX	Software	Information Technology	6535	US	Vertex,
3.88	NOW	Software	Information Technology	197359	US	ServiceNow,
3.88	SMAR	Software	Information Technology	7835	US	Smartsheet
3.96	TSM	Semiconductors & Semi	Information Technology	857013	Taiwan	Taiwan Semiconductor Manufactu
3.92	NVDA	Semiconductors & Semi	Information Technology	3444257	US	NVIDIA
3.96	HOOD	Capital Markets	Financials	24081	US	Robinhood Markets,
3.96	OWL	Capital Markets	Financials	13108	US	Blue Owl Capital
3.96	SF	Capital Markets	Financials	10668	US	Stifel Financial.
3.96	FOUR	Financial Services	Financials	6268	US	Shift4 Payments,
3.84	MA	Financial Services	Financials	471729	US	Mastercard
3.84	SKWD	Insurance	Financials	1925	US	Skyward Specialty Insurance Gr
3.80	TRUP	Insurance	Financials	2238	US	Trupanion,
3.88	DFS	Consumer Finance	Financials	35933	US	Discover Financial Services
3.96	AXON	Aerospace & Defense	Industrials	33489	US	Axon Enterprise,
3.80	BWXT	Aerospace & Defense	Industrials	11187	US	BWX Technologies,
3.96	GLDD	Construction & Engine	Industrials	789	US	Great Lakes Dredge & Dock
3.92	TRN	Machinery	Industrials	2948	US	Trinity Industries,
3.80	TTEK	Commercial Services &	Industrials	12936	US	Tetra Tech,
3.96	SKYW	Passenger Airlines	Industrials	3722	US	SkyWest,
3.96	RCL	Hotels, Restaurants &	Consumer Discretionary	54584	US	Royal Caribbean Cruises Ltd.
3.96	CCL	Hotels, Restaurants &	Consumer Discretionary	26874	US	Carnival & plc
3.96	DUOL	Diversified Consumer	Consumer Discretionary	12252	US	Duolingo,
3.88	OSW	Diversified Consumer	Consumer Discretionary	1808	Bahamas	OneSpaWorld Holdings Limited
3.96	ONON	Textiles, Apparel & L	Consumer Discretionary	15235	Switzerland	On Holding AG
3.92	HIMS	Health Care Providers	Health Care	4658	US	Hims & Hers Health,
3.88	CSTL	Health Care Providers	Health Care	882	US	Castle Biosciences,
3.88	EXEL	Biotechnology	Health Care	8018	US	Exelixis,
3.96	SPOT	Entertainment	Communication Services	75679	Luxembourg	Spotify Technology S.A.
3.92	NFLX	Entertainment	Communication Services	322539	US	Netflix,
3.96	TTD	Media	Communication Services	58307	US	The Trade Desk,
3.84	KGC	Metals & Mining	Materials	13215	Canada	Kinross Gold
3.80	SFM	Consumer Staples Dist	Consumer Staples	11894	US	Sprouts Farmers Market,
3.80	WELL	Health Care REITs	Real Estate	81666	US	Welltower

---

0GPA38TB (* means Wkly fast and slow Fract individually, stronger then SPY).

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	*ANET	Arista Networks Inc	ANET		Information Technology	3	$1,182.3	9.6%	$394.09
10%	*BSX	BOSTON SCIENTIFIC CORP	BSX		Health Care	13	$1,101.5	9.0%	$84.73
10%	*LLY	LILLY ELI & CO	LLY		Health Care	1	$892.7	7.3%	$892.7
11%	*NVDA	NVIDIA CORP	NVDA		Information Technology	8	$1,132.3	9.2%	$141.54
5%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	1	$495.3	4.0%	$495.32
5%	SPY	SPDR S&P 500	SPY		n.a.	1	$579.0	4.7%	$579.04
11%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM		Information Technology	6	$1,220.6	9.9%	$203.44
10%	*META		META		Communication Services	2	$1,146.5	9.3%	$573.25
11%	NFLX	NETFLIX INC	NFLX		Communication Services	2	$1,509.4	12.3%	$754.68
0%	NOW	Servicenow Inc	NOW	added	Information Technology	0	$0.0	0.0%	$950.85
0%	MA	MASTERCARD INC CL A	MA	added	Financials	0	$0.0	0.0%	$507.36
10%	MELI	MERCADOLIBRE INC		removed	Consumer Discretionary	1	$2,047.4	16.7%	$2047.35
10%	*PGR	PROGRESSIVE CORP OHIO		removed	Financials	4	$975.1	7.9%	$243.78

---

These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	7	TQQQ	Growth		2024-10-25
growth	5.25	0	VGT	Information Technology	Early to Mid Cycle	2024-10-25
growth	5.00	2	XLY	Consumer Discretionary	Early Cycle	2024-10-25
growth	5.00	3	XLI	Industrial	Late and Early to Mid Cycle	2024-10-25
growth	4.50	2	MTUM	BlackRock Momentum*		2024-10-25
growth	4.50	1	VIS	Industrial*	Late and Early to Mid Cycle	2024-10-25
cyclical	4.50	5	XTN	Transportation*	Mid to Late cycle	2024-10-25
cyclical	4.50	2	XSW	Software & Services*		2024-10-25
cyclical	5.00	4	XHB	Homebuilders		2024-10-25
cyclical	5.00	16	SLV	Silver*	Inflation	2024-10-25
cyclical	5.00	7	XME	Metals and Mining*	Late Cycle to Recession	2024-10-25
cyclical	4.50	9	VWO	FTSE emerging market*		2024-10-25
cyclical	5.25	3	VPU	Utilities	Late Cycle to Recession	2024-10-25
cyclical	5.25	3	XAR	Aerospace & Defense		2024-10-25
cyclical	5.25	35	SLVP	Global Silver and Metals Miners	Inflation	2024-10-25
cyclical	5.25	5	XTL	Telecom		2024-10-25
cyclical	5.25	5	UPRO	SP500		2024-10-25
cyclical	5.25	15	RING	Gold Miners	Inflation	2024-10-25
cyclical	5.25	2	GLD	Gold	Inflation	2024-10-25
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-10-25

---

These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	2	XLY	Consumer Discretionary	Early Cycle	2024-10-25
growth	5.25	3	XLI	Industrial	Late and Early to Mid Cycle	2024-10-25
growth	5.25	2	VIS	Industrial*	Late and Early to Mid Cycle	2024-10-25
cyclical	5.25	2	GLD	Gold	Inflation	2024-10-25
cyclical	5.25	5	XTL	Telecom		2024-10-25
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-10-25
cyclical	5.25	17	SLV	Silver*	Inflation	2024-10-25
cyclical	5.25	3	XSW	Software & Services*		2024-10-25
cyclical	5.25	35	SLVP	Global Silver and Metals Miners	Inflation	2024-10-25
cyclical	5.25	6	XTN	Transportation*	Mid to Late cycle	2024-10-25

---

These selected stocks are ideas in the current market environment. Weekly and Monthly Fract better than SPY. * means Wkly fast and slow Fract individually, stronger then SPY.

#	%Alloc	Share	Sym	Name	Industry	Date	GPA	Ver
1	11.53	6.7	*AVGO	Broadcom Inc.	Semiconductors & Semiconducto	2024-10-25	3.40	2,3,4
2	11.54	11.1	*BRO	Brown & Brown, Inc.	Insurance	2024-10-25	3.84	2,3,4
3	7.69	9.1	*BSX	Boston Scientific Corpora	Health Care Equipment & Suppl	2024-10-25	3.88	2,4
4	11.54	1.3	*COST	Costco Wholesale Corporat	Consumer Staples Distribution	2024-10-25	3.48	2,3,4
5	11.54	5.6	*CTAS	Cintas Corporation	Commercial Services & Supplie	2024-10-25	3.72	2,3,4
6	11.54	0.6	*FICO	Fair Isaac Corporation	Software	2024-10-25	3.08	2,3,4
7	11.54	2.5	*MSI	Motorola Solutions, Inc.	Communications Equipment	2024-10-25	3.72	2,3,4
8	11.54	8.2	*NVDA	NVIDIA Corporation	Semiconductors & Semiconducto	2024-10-25	3.92	2,3,4
9	11.54	4.7	*PGR	The Progressive Corporati	Insurance	2024-10-25	3.88	2,3,4



Stats for 2024-10-18 (3rd week of the Month)

Stats for 2024-10-18 (3rd week of the Month)

List creation date: 2024-10-18

Median MarketCap: 12099

46.2% stocks on Nasdaq; 53.8% stocks on NYSE/Amex

Sector
Financials	23%
Information Technology	23%
Industrials	19%
Consumer Discretionary	10%
Health Care	10%
Materials	4%
Consumer Staples	4%
Communication Services	4%
Real Estate	4%

Industry
Software	17%
Capital Markets	12%
Aerospace & Defense	8%
Insurance	6%
Construction & Engine	6%
Metals & Mining	4%
Health Care REITs	4%
Semiconductors & Semi	4%
Hotels, Restaurants &	4%
Diversified Consumer	4%
Financial Services	4%
Health Care Providers	4%
Health Care Technolog	2%
Biotechnology	2%
Building Products	2%
Consumer Finance	2%
Consumer Staples Dist	2%
Food Products	2%
Health Care Equipment	2%
Electrical Equipment	2%
Passenger Airlines	2%
Household Durables	2%
Media	2%
Entertainment	2%
Communications Equipm	2%

Country
United States	86%
Canada	4%
Ireland	2%
Israel	2%
Luxembourg	2%
Taiwan	2%
Bahamas	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	HOOD	Capital Markets	Financials	23285	US	Robinhood Markets,
3.92	TW	Capital Markets	Financials	28306	US	Tradeweb Markets
3.92	IBKR	Capital Markets	Financials	16263	US	Interactive Brokers Group,
3.88	SF	Capital Markets	Financials	10499	US	Stifel Financial.
3.84	MC	Capital Markets	Financials	5059	US	Moelis & Company
3.80	JEF	Capital Markets	Financials	13822	US	Jefferies Financial Group
3.96	RYAN	Insurance	Financials	8493	US	Ryan Specialty Holdings,
3.84	SKWD	Insurance	Financials	1834	US	Skyward Specialty Insurance Gr
3.80	TRUP	Insurance	Financials	2339	US	Trupanion,
3.96	FOUR	Financial Services	Financials	6333	US	Shift4 Payments,
3.92	HASI	Financial Services	Financials	4116	US	HA Sustainable Infrastructure
3.84	DFS	Consumer Finance	Financials	37776	US	Discover Financial Services
3.96	PLTR	Software	Information Technology	94057	US	Palantir Technologies
3.96	APP	Software	Information Technology	47798	US	AppLovin
3.96	YOU	Software	Information Technology	3478	US	Clear Secure,
3.92	ADSK	Software	Information Technology	62484	US	Autodesk,
3.92	MANH	Software	Information Technology	18652	US	Manhattan Associates,
3.92	MNDY	Software	Information Technology	14253	Israel	monday.com Ltd.
3.92	VERX	Software	Information Technology	6641	US	Vertex,
3.84	SMAR	Software	Information Technology	7801	US	Smartsheet
3.84	PEGA	Software	Information Technology	6279	US	Pegasystems
3.96	TSM	Semiconductors & Semi	Information Technology	833035	Taiwan	Taiwan Semiconductor Manufactu
3.88	NVDA	Semiconductors & Semi	Information Technology	3358852	US	NVIDIA
3.92	ANET	Communications Equipm	Information Technology	127983	US	Arista Networks,
3.96	AXON	Aerospace & Defense	Industrials	32836	US	Axon Enterprise,
3.92	HEI	Aerospace & Defense	Industrials	31860	US	HEICO
3.88	HWM	Aerospace & Defense	Industrials	43349	US	Howmet Aerospace
3.80	BWXT	Aerospace & Defense	Industrials	11437	US	BWX Technologies,
3.96	EME	Construction & Engine	Industrials	21171	US	EMCOR Group,
3.96	GLDD	Construction & Engine	Industrials	807	US	Great Lakes Dredge & Dock
3.92	ROAD	Construction & Engine	Industrials	3980	US	Construction Partners,
3.88	TT	Building Products	Industrials	90300	Ireland	Trane Technologies plc
3.96	POWL	Electrical Equipment	Industrials	3304	US	Powell Industries,
3.96	SKYW	Passenger Airlines	Industrials	3795	US	SkyWest,
3.96	RCL	Hotels, Restaurants &	Consumer Discretionary	54089	US	Royal Caribbean Cruises Ltd.
3.96	CCL	Hotels, Restaurants &	Consumer Discretionary	27523	US	Carnival & plc
3.96	DUOL	Diversified Consumer	Consumer Discretionary	12524	US	Duolingo,
3.80	OSW	Diversified Consumer	Consumer Discretionary	1866	Bahamas	OneSpaWorld Holdings Limited
3.92	GRBK	Household Durables	Consumer Discretionary	3650	US	Green Brick Partners,
3.92	HIMS	Health Care Providers	Health Care	4667	US	Hims & Hers Health,
3.88	CSTL	Health Care Providers	Health Care	917	US	Castle Biosciences,
3.88	BSX	Health Care Equipment	Health Care	127264	US	Boston Scientific
3.88	DOCS	Health Care Technolog	Health Care	7957	US	Doximity,
3.92	EXEL	Biotechnology	Health Care	8289	US	Exelixis,
3.84	KGC	Metals & Mining	Materials	12519	Canada	Kinross Gold
3.84	SVM	Metals & Mining	Materials	1023	Canada	Silvercorp Metals
3.80	SFM	Consumer Staples Dist	Consumer Staples	11680	US	Sprouts Farmers Market,
3.92	CALM	Food Products	Consumer Staples	4629	US	Cal-Maine Foods,
3.96	TTD	Media	Communication Services	58021	US	The Trade Desk,
3.92	SPOT	Entertainment	Communication Services	73646	Luxembourg	Spotify Technology S.A.
3.88	WELL	Health Care REITs	Real Estate	80862	US	Welltower
3.84	CTRE	Health Care REITs	Real Estate	4728	US	CareTrust REIT,

---

0GPA38TB (* means Wkly fast and slow Fract individually, stronger then SPY).

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
10%	*ANET	Arista Networks Inc	ANET		Information Technology	3	$1,206.0	9.7%	$402
10%	*BSX	BOSTON SCIENTIFIC CORP	BSX		Health Care	13	$1,144.9	9.2%	$88.07
10%	*META		META		Communication Services	2	$1,152.9	9.3%	$576.47
10%	*NVDA	NVIDIA CORP	NVDA		Information Technology	8	$1,104.0	8.9%	$138
5%	QQQ	Powershrs Qqq Trust Sr 1	QQQ		n.a.	1	$494.5	4.0%	$494.47
5%	SPY	SPDR S&P 500	SPY		n.a.	1	$584.6	4.7%	$584.59
10%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM		Information Technology	6	$1,204.7	9.7%	$200.78
10%	MELI	MERCADOLIBRE INC		removed	Consumer Discretionary	1	$2,079.8	16.7%	$2079.79
11%	NFLX	NETFLIX INC		removed	Communication Services	2	$1,527.8	12.3%	$763.89
10%	*LLY	LILLY ELI & CO		removed	Health Care	1	$918.0	7.4%	$917.97
10%	*PGR	PROGRESSIVE CORP OHIO		removed	Financials	4	$1,004.5	8.1%	$251.12

---

These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	7	TQQQ	Growth		2024-10-18
growth	5.25	2	XLY	Consumer Discretionary	Early Cycle	2024-10-18
growth	5.00	3	XLI	Industrial*	Late and Early to Mid Cycle	2024-10-18
growth	4.50	1	VIS	Industrial*	Late and Early to Mid Cycle	2024-10-18
growth	4.50	2	MTUM	BlackRock Momentum*		2024-10-18
growth	4.50	1	VCR	Discretionary*	Early Cycle	2024-10-18
cyclical	4.50	9	EEM	Emerging Markets*		2024-10-18
cyclical	4.50	5	XTN	Transportation*	Mid to Late cycle	2024-10-18
cyclical	5.25	2	GLD	Gold	Inflation	2024-10-18
cyclical	5.00	3	XAR	Aerospace & Defense		2024-10-18
cyclical	5.00	7	XME	Metals and Mining*	Late Cycle to Recession	2024-10-18
cyclical	5.00	16	SLV	Silver*	Inflation	2024-10-18
cyclical	5.00	10	VWO	FTSE emerging market*		2024-10-18
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-10-18
cyclical	5.25	14	RING	Gold Miners	Inflation	2024-10-18
cyclical	5.25	2	VPU	Utilities	Late Cycle to Recession	2024-10-18
cyclical	5.25	5	XTL	Telecom		2024-10-18
cyclical	5.25	5	UPRO	SP500		2024-10-18
cyclical	5.25	35	SLVP	Global Silver and Metals Miners	Inflation	2024-10-18
cyclical	5.25	4	XHB	Homebuilders		2024-10-18

---

These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	3	XLI	Industrial*	Late and Early to Mid Cycle	2024-10-18
growth	5.25	2	XLY	Consumer Discretionary	Early Cycle	2024-10-18
growth	5.25	1	VIS	Industrial*	Late and Early to Mid Cycle	2024-10-18
growth	5.25	1	VCR	Discretionary*	Early Cycle	2024-10-18
cyclical	5.25	6	XTN	Transportation*	Mid to Late cycle	2024-10-18
cyclical	5.25	17	SLV	Silver*	Inflation	2024-10-18
cyclical	5.25	2	GLD	Gold	Inflation	2024-10-18
cyclical	5.25	5	XTL	Telecom		2024-10-18
cyclical	5.25	6	XLU	Utilities Select Sector	Late Cycle to Recession	2024-10-18
cyclical	5.25	2	VPU	Utilities	Late Cycle to Recession	2024-10-18

---

These selected stocks are ideas in the current market environment. Weekly and Monthly Fract better than SPY. * means Wkly fast and slow Fract individually, stronger then SPY.

#	%Alloc	Share	Sym	Name	Industry	Date	GPA	Ver
1	2.87	1.0	*AJG	Arthur J. Gallagher & Co.	Insurance	2024-10-18	3.40	4
2	8.57	4.8	*AVGO	Broadcom Inc.	Semiconductors & Semiconducto	2024-10-18	3.44	2,3,4
3	8.57	8.1	*BRO	Brown & Brown, Inc.	Insurance	2024-10-18	3.84	2,3,4
4	5.71	6.5	*BSX	Boston Scientific Corpora	Health Care Equipment & Suppl	2024-10-18	3.88	2,4
5	8.57	1.0	*COST	Costco Wholesale Corporat	Consumer Staples Distribution	2024-10-18	3.40	2,3,4
6	8.57	4.0	*CTAS	Cintas Corporation	Commercial Services & Supplie	2024-10-18	3.72	2,3,4
7	8.57	0.4	*FICO	Fair Isaac Corporation	Software	2024-10-18	2.96	2,3,4
8	2.86	1.3	*MMC	Marsh & McLennan Companie	Insurance	2024-10-18	2.84	4
9	8.57	1.8	*MSI	Motorola Solutions, Inc.	Communications Equipment	2024-10-18	3.80	2,3,4
10	8.57	6.2	*NVDA	NVIDIA Corporation	Semiconductors & Semiconducto	2024-10-18	3.88	2,3,4
11	5.71	0.5	*ORLY	O'Reilly Automotive, Inc.	Specialty Retail	2024-10-18	2.52	2,4
12	8.57	3.4	*PGR	The Progressive Corporati	Insurance	2024-10-18	3.88	2,3,4
13	2.86	1.4	*RSG	Republic Services, Inc.	Commercial Services & Supplie	2024-10-18	3.32	4
14	2.86	0.2	*TDG	TransDigm Group Incorpora	Aerospace & Defense	2024-10-18	3.48	4
15	8.57	14.0	WRB	W. R. Berkley Corporation	Insurance	2024-10-18	3.72	2,3,4