Below is an image of my Sum Growth Portfolio plus the Storm Guard Portfolio merged into one spreadsheet and sorted for one month performance.
My current holdings are:
Fidelity Select Brokerage FSLBX: since 10/2 and still holding against Sum Growth algorithm due to a strong seasonality performance in Nov and Dec
Fidelity Biotech FBIOX since 10/27 which has shown leadership a few months ago but has had a 10-ish percent pullback and a decent support/resistance play
Fidelity Gold FSAGX since 11/7 and another support/resistance chart play and near bottom end of trading range
All of these are against Sum Growth/Sector Surfers main recommendation which says be all in on semiconductors, FSELX. Spreadsheet below says, "no kidding, do what you're told"!
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