401K Monthly Analysis – Who leads the pack? 3/9/13

I could copy and paste last month’s 401K analysis and say no change and that would be pretty close; but there is a small shift that I will mention later.. SPY remains pointed north. The talking heads can keep threatening a pull back but the market does what it does. Everyone knows that nothing rises forever. Still, the best way to manage our money is to take small losses and let the winners run.

First, my chart on SPY shows a small pause but the journey up has resumed.  When I look at my previous employer based 401K account, the funds to be in are Artisan Mid Cap Value, Vanguard Explorer Admiral and Spartan Ext Market Index. This indicates a rotation out of a couple of International funds like the TRowe Price International Discovery and Fidelity Diversified International. The US market is gaining steam versus international. The latest unemployment report and the jobs created numbers say the recovery is certainly headed in the right direction. The rest seems to be comments based on political affiliations. Republicans will continue to call the recovery anemic and the Democrats will say more jobs were created but there is room for improvement. Either ways, the rich are getting richer based on their market investments.

With my current employer’s 401K, the strength goes to WFA SPL Midcap VL, Royce opportunity, and Fidelity Growth Strategies. This is similar to last month except take the international fund off the list.  

Attached below are charts of SPY, WFA SPL Midcap VL and Artisan MidCap Value with my trading systems on them.