To: Dennis who wrote (2750 ) 7/9/2000 12:07:46 PM From: Jim Battaglia Read Replies (2) | Respond to of 4916 FUND SELECTION AND MANAGEMENT ============================= ( Buy-Sell Parameters) BUY RULES: 1. Stochastics/RSI value (column A below) must be over 50 percent 2. Stochastics/RSI value must be in top 10 percent of funds considered 3. Stochastics/RSI value is improving (column B is positive) 4. Fund is outperforming the dominant index (column C is positive) 5. Fund is above its 50-day moving average (column D is positive) Monitoring Your Position: 1. If Stochastics/RSI < 50 ... SELL 2. If Stochastics/RSI > 65 ... DO NOT SELL 3. Decision Zone: Stochastics/RSI above 50 but below 65 Trade up if the fund drops out of the top one-third of the family's funds, as ranked by Stochastics/RSI ... or if minus signs appear in any of the three middle columns. If you follow a bail out market-timing signal, go to cash if your fund suffers a drawdown of 3 percent or more from its highest price. ============================================================================= Family: |0| Funds in the Family: 62.00 Dominant Market: NASDAQ Beasley OTC Score 12.00 Recommended Investment: 100 percent Environment is POSITIVE Funds in the top 10 percent of the family are at the top (A) (B) (C) (D) (E) 10 percent of funds have rank >= 82.33 33 percent of funds have rank >= 72.40 +StocRSI 6dayROC RelSt 50d SMA Ann Pct -------- -------- -------- -------- -------- FFRXX Invesco Tax Free Money 100.00 0.00 -103.19 0.33 2.97 SWXXX Schwab Muni Money Fund/ 100.00 0.00 -104.16 0.35 3.05 FTIFX Invesco Tax Free Bond 85.86 14.25 -85.33 1.58 2.54 FSHCX Fidelity Sel Medical De 84.81 7.52 -33.97 7.26 -2.34 FSPHX Fidelity Sel Health Car 83.12 8.21 -22.06 7.51 24.47 FSMEX Fidelity Sel Medical Sy 82.33 10.04 -65.09 6.61 41.86 +StocRSI 6dayROC RelSt 50d SMA Ann Pct -------- -------- -------- -------- -------- FHLSX Invesco Health Sciences 81.93 7.45 89.97 11.63 27.06 IVSLX Invesco Latin America G 81.54 18.58 30.09 5.30 22.24 FHYPX Invesco Hi-Yield 80.40 8.40 -78.67 1.27 1.26 IVSRX Invesco Realty 79.87 -1.96 -71.35 3.63 8.30 FBDSX Invesco Select Income 79.11 14.41 -81.05 1.67 2.30 FBIOX Fidelity Sel Biotechnol 79.04 7.22 127.04 17.03 124.47 FDFAX Fidelity Sel Food & Agr 78.58 13.58 -85.75 3.75 -5.73 FSLEX Fidelity Sel Environmen 76.87 15.30 -59.59 3.16 -22.25 FLISX Invesco Leisure 76.38 15.84 -52.14 2.84 20.97 FIEGX Invesco Small Company G 76.25 3.32 36.30 8.86 66.08 FSLBX Fidelity Sel Brokerage/ 75.02 9.13 -70.36 5.37 23.95 FBDGX Invesco US Gov Securiti 73.74 15.39 -92.14 1.54 5.68 FSDCX Fidelity Sel Develop Co 72.65 4.25 17.57 9.44 81.85 FLRFX Invesco Blue Chip Growt 72.40 6.07 19.28 9.50 35.30 IMABX Invesco Balanced 71.27 13.70 -81.85 1.89 6.98 ISWCX Invesco Telecommunicati 70.99 5.90 -16.33 7.22 74.43 FIDYX Invesco Dynamics 70.46 2.38 -14.96 8.13 52.61 FSUTX Fidelity Sel Utility Gr 70.03 13.22 -64.43 3.30 14.49 FSPTX Fidelity Sel Technology 68.82 3.03 -8.20 7.25 85.79 FTCHX Invesco Technology II 68.72 1.93 -23.45 7.97 107.51 FSTUX Invesco Utilities 66.57 7.26 -88.22 2.24 14.54 FSTCX Fidelity Sel Telecommun 66.28 7.79 -44.47 3.16 28.16 FSCPX Fidelity Sel Consumer I 64.50 28.87 -78.70 0.14 -3.54 FSCSX Fidelity Sel Software-C 63.99 -1.53 -54.88 5.87 57.01 FSELX Fidelity Sel Electronic 63.60 -3.57 -94.28 7.83 105.41 FSAIX Fidelity Sel Air Transp 63.38 22.76 -131.74 1.28 15.39 FDCPX Fidelity Sel Computers/ 63.31 -3.28 -70.23 6.21 67.14 FBMPX Fidelity Sel Multimedia 62.29 1.95 -60.69 3.00 10.00 FIIIX Invesco Equity Income 62.25 12.60 -110.51 0.89 4.29 FEURX Invesco European 62.23 4.71 -104.68 1.19 51.35 FSPCX Fidelity Sel Insurance/ 61.38 1.31 -126.10 3.83 -3.70 FDLSX Fidelity Sel Leisure/06 60.51 6.99 -75.52 0.87 -2.70 FSRFX Fidelity Sel Transport/ 57.80 33.39 -90.93 -0.97 -14.85 FSTEX Invesco Energy 53.40 -16.90 -188.71 4.28 31.48 FSAGX Fidelity Sel Gold Portf 52.36 -10.44 -60.99 1.90 -0.80 FSRPX Fidelity Sel Retail/046 52.28 51.69 -100.83 -4.17 -5.20 FSNGX Fidelity Sel Natural Ga 51.98 -21.18 -183.96 4.42 29.04 FSFSX Invesco Financial Servi 51.41 -0.64 -125.25 1.31 0.81 FIDSX Fidelity Sel Financial 50.73 -2.37 -121.32 1.63 -5.12 FPBSX Invesco Pacific Basin 50.04 4.06 -74.60 -2.99 6.93 SLASX Selected American Share 49.65 -6.05 -138.13 0.13 11.23 FSEQX Invesco Value Equity 48.61 -7.06 -117.45 0.08 -8.70 FSDAX Fidelity Sel Defense & 47.77 -1.52 -148.63 0.65 -1.59 FSVLX Fidelity Sel Home Finan 47.46 -1.39 -119.58 0.75 -13.55 FSESX Fidelity Sel Energy Ser 47.45 -11.30 -213.50 1.73 49.89 FSENX Fidelity Sel Energy /0 46.64 -21.87 -183.25 2.17 14.00 FGLDX Invesco Gold 45.76 -20.25 -100.58 1.44 -7.47 FSFLX Invesco Total Return 42.65 -3.39 -115.86 -0.37 -11.43 FBSOX Fidelity Sel Busi Serv 42.49 -11.55 -117.25 0.18 -3.61 FSRBX Fidelity Sel Banking/50 41.76 0.70 -157.38 -1.58 -14.96 FSCGX Fidelity Sel Indus Equi 38.84 -15.45 -161.06 -2.07 -1.27 FSHOX Fidelity Sel Constru & 37.10 36.53 -152.12 -5.11 -14.74 FSCHX Fidelity Sel Chemicals/ 30.19 -5.11 -157.54 -4.02 -5.33 FSAVX Fidelity Sel Automotive 28.17 11.59 -179.27 -6.80 -20.90 FSDPX Fidelity Sel Indus Mate 27.96 5.48 -145.59 -5.26 -18.31 FSPFX Fidelity Sel Paper & Fo 27.11 24.28 -190.36 -8.67 -8.37 BELOW SEE PERCENT GAIN/LOSS OF ALL FUNDS IN INVEST-N-BEST FAMILY, LAST 1, 5, 10, 15, 30 MARKET DAYS. 30d Gain 15d Gain 10d Gain 5d Gain 1d Gain -------- -------- -------- -------- -------- FBIOX Fidelity Sel Biotechnol 49.67 18.19 10.32 8.50 2.60 FSDCX Fidelity Sel Develop Co 34.45 5.22 3.00 4.74 2.26 FHLSX Invesco Health Sciences 30.55 12.92 8.97 4.24 1.47 FLRFX Invesco Blue Chip Growt 29.82 4.72 3.02 4.72 1.72 ISWCX Invesco Telecommunicati 29.41 3.02 2.14 4.51 1.89 FTCHX Invesco Technology II 29.07 3.59 0.96 3.38 2.33 FIEGX Invesco Small Company G 28.76 8.28 4.60 2.04 2.30 FSPTX Fidelity Sel Technology 27.93 4.74 1.15 1.72 2.44 FSELX Fidelity Sel Electronic 24.96 1.27 -2.23 3.31 3.20 FIDYX Invesco Dynamics 24.49 4.32 1.74 2.35 1.53 IVSLX Invesco Latin America G 23.93 10.96 8.08 8.39 0.99 FSTCX Fidelity Sel Telecommun 20.94 -0.20 1.42 5.39 0.78 FDCPX Fidelity Sel Computers/ 20.37 0.86 -1.92 3.08 3.42 FSCSX Fidelity Sel Software-C 17.22 0.26 -1.08 -0.10 2.33 FEURX Invesco European 16.69 -0.98 0.08 4.32 1.76 FSLBX Fidelity Sel Brokerage/ 15.33 2.48 3.89 1.44 0.62 FSUTX Fidelity Sel Utility Gr 15.22 1.78 2.53 5.67 1.55 FSPHX Fidelity Sel Health Car 14.42 7.34 6.62 2.66 0.50 FSMEX Fidelity Sel Medical Sy 13.60 5.94 6.58 4.34 1.28 FLISX Invesco Leisure 11.50 2.42 3.34 2.21 0.07 FSHCX Fidelity Sel Medical De 11.25 4.69 6.02 3.23 0.10 FSTUX Invesco Utilities 11.20 -1.12 0.11 3.66 0.95 FSLEX Fidelity Sel Environmen 10.84 6.26 7.18 4.15 0.36 FBMPX Fidelity Sel Multimedia 10.66 -1.95 -2.92 0.32 0.16 FSRPX Fidelity Sel Retail/046 8.87 8.27 12.28 9.34 4.74 IVSRX Invesco Realty 8.65 3.93 2.92 0.95 0.41 FPBSX Invesco Pacific Basin 7.68 0.43 -2.49 -1.37 0.43 FDLSX Fidelity Sel Leisure/06 7.28 -1.80 -1.51 1.04 0.30 IMABX Invesco Balanced 6.97 1.09 2.35 2.41 0.95 FSCPX Fidelity Sel Consumer I 5.94 1.18 4.29 3.50 1.38 FHYPX Invesco Hi-Yield 4.58 0.82 1.16 0.99 0.17 FSAIX Fidelity Sel Air Transp 4.50 3.79 7.34 4.16 -0.47 FBDSX Invesco Select Income 4.39 0.96 1.30 0.79 0.17 FTIFX Invesco Tax Free Bond 4.10 1.03 0.89 0.82 0.21 FBDGX Invesco US Gov Securiti 4.07 0.61 1.34 0.76 0.29 FSRFX Fidelity Sel Transport/ 3.65 5.33 7.73 3.88 0.00 FIIIX Invesco Equity Income 3.52 0.00 2.19 2.19 0.89 FSFSX Invesco Financial Servi 3.27 0.97 5.20 3.38 1.89 FDFAX Fidelity Sel Food & Agr 2.73 2.11 4.69 2.76 0.12 FIDSX Fidelity Sel Financial 2.73 0.35 4.29 2.95 1.71 FSAGX Fidelity Sel Gold Portf 2.67 -3.90 -1.12 -1.44 -0.08 SLASX Selected American Share 2.38 -0.57 1.18 0.83 1.47 FSDAX Fidelity Sel Defense & 2.19 -2.42 2.14 2.11 1.24 FSVLX Fidelity Sel Home Finan 1.68 1.30 5.50 3.06 1.85 FSPCX Fidelity Sel Insurance/ 1.33 0.88 5.70 2.26 1.93 FDRXX Fidelity Cash Reserves/ 1.02 0.51 0.51 0.51 0.00 FFRXX Invesco Tax Free Money 0.62 0.30 0.30 0.30 0.00 FSEQX Invesco Value Equity 0.46 -1.51 1.44 0.93 1.13 SWXXX Schwab Muni Money Fund/ 0.30 0.00 0.00 0.00 0.00 FSCGX Fidelity Sel Indus Equi -0.11 -3.82 0.30 -0.34 1.02 FSNGX Fidelity Sel Natural Ga -0.26 -3.40 -3.40 -3.35 0.78 FBSOX Fidelity Sel Busi Serv -0.31 -3.56 -1.22 0.54 0.31 FSFLX Invesco Total Return -0.64 -0.97 0.92 0.80 0.88 FGLDX Invesco Gold -1.23 -5.85 -2.42 -2.42 -0.62 FSHOX Fidelity Sel Constru & -1.57 -0.11 4.81 3.48 1.46 FSTEX Invesco Energy -1.81 -3.22 -3.76 -4.68 0.64 FSRBX Fidelity Sel Banking/50 -3.54 0.21 3.96 4.23 2.57 FSENX Fidelity Sel Energy /0 -3.86 -4.49 -4.66 -3.55 0.46 FSESX Fidelity Sel Energy Ser -4.62 -4.10 -6.38 -5.77 -0.65 FSAVX Fidelity Sel Automotive -5.22 -1.87 1.74 0.74 0.24 FSDPX Fidelity Sel Indus Mate -7.38 -3.92 0.76 0.05 -0.45 FSPFX Fidelity Sel Paper & Fo -8.14 -2.54 2.19 1.32 0.80 FSCHX Fidelity Sel Chemicals/ -8.59 -3.91 -0.14 -1.24 -0.99 BELOW SEE PERCENT GAIN/LOSS OF ALL FUNDS IN FAMILY, LAST 2YR, 1YR, 6Month, 3 month, 1 month, MARKET DAYS. 2 YR 1 YR 6 month 3 month 1 month -------- -------- -------- -------- -------- FSELX Fidelity Sel Electronic 292.64 110.09 31.07 4.51 0.80 FSPTX Fidelity Sel Technology 247.81 87.32 13.97 1.86 3.97 FSDCX Fidelity Sel Develop Co 238.97 83.29 19.27 7.12 8.39 FBIOX Fidelity Sel Biotechnol 216.45 127.07 32.84 36.99 22.84 FTCHX Invesco Technology II 206.95 109.16 16.27 4.95 3.03 FDCPX Fidelity Sel Computers/ 189.98 70.10 14.64 1.57 0.48 ISWCX Invesco Telecommunicati 188.25 75.86 11.07 3.00 4.68 FSCSX Fidelity Sel Software-C 107.35 57.66 1.23 2.21 -2.63 FIEGX Invesco Small Company G 102.10 66.21 9.64 8.63 8.51 FIDYX Invesco Dynamics 94.82 52.54 11.44 9.35 4.99 FLRFX Invesco Blue Chip Growt 72.48 36.82 7.90 9.36 7.51 FSTCX Fidelity Sel Telecommun 70.74 29.55 -1.03 -5.01 3.17 FLISX Invesco Leisure 66.59 20.61 -3.50 1.64 4.62 FSUTX Fidelity Sel Utility Gr 65.11 16.08 6.69 2.57 4.91 FSMEX Fidelity Sel Medical Sy 63.46 40.74 28.06 18.17 11.60 FSNGX Fidelity Sel Natural Ga 50.80 28.61 30.25 13.50 -2.57 FSTEX Invesco Energy 46.23 32.31 28.11 12.86 -2.02 FBMPX Fidelity Sel Multimedia 43.51 11.60 -7.47 -3.56 1.80 FSESX Fidelity Sel Energy Ser 42.24 50.43 29.38 5.22 -3.71 FSTUX Invesco Utilities 40.29 15.24 4.89 -1.83 0.63 FSPHX Fidelity Sel Health Car 35.36 24.08 18.85 17.01 13.41 FSENX Fidelity Sel Energy /0 34.28 14.33 15.03 5.69 -3.69 FHLSX Invesco Health Sciences 34.18 26.06 12.69 21.25 16.61 FEURX Invesco European 32.28 48.92 3.59 -3.79 -2.46 SLASX Selected American Share 30.72 10.19 6.11 -2.05 -2.30 FSAIX Fidelity Sel Air Transp 29.44 15.50 16.49 7.45 3.22 FPBSX Invesco Pacific Basin 28.68 4.94 -19.40 -14.95 -3.30 FDLSX Fidelity Sel Leisure/06 27.69 -1.70 -10.08 -5.73 0.37 IMABX Invesco Balanced 23.99 7.40 2.05 1.01 2.82 FSLBX Fidelity Sel Brokerage/ 23.17 22.24 17.71 3.73 4.11 FBSOX Fidelity Sel Busi Serv 20.69 -3.86 -11.79 -0.78 -5.18 FIIIX Invesco Equity Income 20.01 4.91 4.02 0.63 1.28 FSRPX Fidelity Sel Retail/046 13.44 -5.24 1.69 -3.95 8.39 FSCGX Fidelity Sel Indus Equi 13.43 -0.21 -0.73 -6.10 -4.54 FDRXX Fidelity Cash Reserves/ 10.85 5.56 2.91 1.50 0.51 FSDAX Fidelity Sel Defense & 9.17 0.10 6.33 2.11 -1.51 FBDGX Invesco US Gov Securiti 6.25 5.99 7.80 0.89 0.90 FFRXX Invesco Tax Free Money 6.02 2.97 1.60 0.87 0.30 FSCPX Fidelity Sel Consumer I 6.00 -3.87 -6.89 -1.92 3.26 SWXXX Schwab Muni Money Fund/ 5.57 3.05 1.49 0.90 0.30 FSRFX Fidelity Sel Transport/ 4.84 -15.05 3.78 1.99 4.51 FTIFX Invesco Tax Free Bond 4.36 2.61 5.34 1.37 1.67 FBDSX Invesco Select Income 3.08 2.46 3.71 1.89 1.13 FSPFX Fidelity Sel Paper & Fo 2.86 -8.91 -16.33 -11.87 -3.42 FSPCX Fidelity Sel Insurance/ 1.83 -3.47 13.55 13.72 1.58 FHYPX Invesco Hi-Yield 1.37 1.56 -0.17 2.10 1.16 FSFSX Invesco Financial Servi -1.21 -0.23 6.67 4.15 -0.07 FSEQX Invesco Value Equity -1.65 -8.44 -2.88 -1.89 -1.18 FSFLX Invesco Total Return -2.09 -11.43 -3.28 -1.91 -1.40 IVSLX Invesco Latin America G -2.24 20.80 -1.92 4.07 11.29 FSCHX Fidelity Sel Chemicals/ -2.69 -5.85 -10.13 -9.46 -2.39 FIDSX Fidelity Sel Financial -3.81 -6.03 5.09 4.00 -1.17 FSAGX Fidelity Sel Gold Portf -4.19 -5.00 -12.78 1.15 -2.92 FDFAX Fidelity Sel Food & Agr -6.74 -5.60 9.76 10.66 3.68 IVSRX Invesco Realty -12.44 6.06 12.30 9.78 6.16 FSDPX Fidelity Sel Indus Mate -16.24 -19.07 -17.84 -10.51 -2.55 FSRBX Fidelity Sel Banking/50 -17.18 -15.80 0.26 1.07 -5.22 FGLDX Invesco Gold -18.69 -10.56 -2.42 1.26 -4.17 FSHOX Fidelity Sel Constru & -19.19 -14.65 -6.19 -6.51 -0.42 FSAVX Fidelity Sel Automotive -23.18 -21.60 -3.48 -9.37 -4.56 FSHCX Fidelity Sel Medical De -30.67 0.31 9.91 17.59 12.35 FSVLX Fidelity Sel Home Finan -31.65 -13.82 3.33 6.62 -2.04 FSLEX Fidelity Sel Environmen -32.01 -27.46 12.88 7.71 5.65