Methodology: each issue's direction is a live signal — long/short opens or holds a position, neutral means flat, and every direction change opens, flips, or closes it. Returns are direction-aware (a short gains when the price falls) and compound across positions from first observation to the latest issue. "Price move" is the stock's own raw change, shown separately. Neither represents actual portfolio performance.
Brief History (23 issues)
Up 0.67% to 714.95, tracking SPY tick for tick: 0.2% from the 52-week high of 716.39, 99th percentile of range, RSI warm at 67.4, sitting on the 20-day (693.58) and 50-day (688.2). The benign CPI and PPI are spent; Friday is a data vacuum, so sentiment closes the week. No margin of safety chasing at the new-high doorstep — the 693 area (SMA20) is the calmer spot to engage.
Vanguard's S&P 500 ETF rose 0.25% to 710.17, tracking SPY to near-record territory, about 0.6% below its 52-week high of 714.16. RSI at 64.6 is firm with a bullish SMA stack. Post-CPI tailwinds keep the tape constructive; long-term holders of this low-cost vehicle need do nothing, while fresh allocations can wait for a dip toward the moving averages.
Down 0.31% with RSI at 63.5, tracking SPY on the same index. A marginally lower expense ratio is the only substantive difference for long-term holders.
Down 0.01% at $710.65 with RSI at 65.9, tracking SPY near the 52-week high of $714.16. Its lower expense ratio makes it the better vehicle for long-term holding.
Up 0.61% alongside SPY with RSI at 65.9, just 0.5% below the $714.16 high; the fee advantage compounds meaningfully over long holds.
Down 0.17% alongside SPY with RSI at 63.6, just 0.7% below the $714.16 high; the fee advantage compounds meaningfully over long holds.
The low-fee S&P 500 ETF, tracking SPY, down 0.2% today, RSI 64.8. A steady broad-market trend, suited to long-term holding.
Up 1.81% alongside SPY to a fresh 52-week high with RSI at 66.0; its fee advantage compounds meaningfully over long holding periods.
Up 1.42% in line with SPY, RSI at 59.4 and 0.4% off its high; the lower expense ratio gives it a slight edge for long-term holders.
Up 0.24%, same index as SPY at a lower expense ratio. RSI 46.9 is neutral — a dollar-cost-averaging vehicle rather than a timing instrument
Same as SPY: -1.2%, range-bound into event week
Same as SPY: a +0.8% rebound — no adds in an event week
Down 1.01% to $683.17 in lockstep with SPY — a broad-index down day is a dollar-cost-averager's restocking day
Down 0.5% to $690.14, dipping in step with SPY
Up 0.4% to $693.80, climbing in step with SPY
Down 0.8% to $688.50, tracking SPY — sit tight into event night
Up 0.5%, hugging record territory with SPY
Up 0.8%, tracking SPY toward record territory
Down 0.3% in lockstep with SPY, consolidating a step from 52-week highs
Mirror of SPY; a 20-day ($682) retest is the dip-buy
Mirror of SPY; while $679 (50-day) holds, the trend is fine
Mirror of SPY: while $678 (50-day) holds, the trend has nothing to answer for
Same as SPY with slightly less liquidity and a lower fee