| | Wed, Apr 1st, 2026, 6:16UTC |
| | |
Assessment - Stand and Poor's 100 in Swiss Franc - 7/01/24 - RS = 38
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
10/09/23 |
prc diff |
Δ38 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 100 |
2,319.470 |
8/12/24 |
0.17 |
2,407.086 |
-3.64 |
1,852.553 |
554.532 |
29.93 |
|
21.50 |
| |  |
 |
 |
 |
|
 |
Broadcom |
134.297 |
8/12/24 |
0.24 |
1,482.674 |
-90.94 |
776.868 |
705.806 |
90.85 |
|
58.88 |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
147.192 |
8/12/24 |
-0.97 |
180.753 |
-18.57 |
101.479 |
79.274 |
78.12 |
|
47.40 |
| |  |
 |
 |
 |
|
 |
Netflix |
572.123 |
8/12/24 |
-0.13 |
608.693 |
-6.01 |
350.320 |
258.373 |
73.75 |
|
39.96 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
799.151 |
8/12/24 |
-0.82 |
826.251 |
-3.28 |
518.977 |
307.274 |
59.21 |
|
50.82 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
466.227 |
8/12/24 |
-0.35 |
456.043 |
2.23 |
288.970 |
167.073 |
57.82 |
|
40.51 |
| |  |
 |
 |
 |
|
 |
American Express |
214.205 |
8/12/24 |
-0.34 |
211.277 |
1.39 |
135.081 |
76.196 |
56.41 |
|
29.31 |
| |  |
 |
 |
 |
|
 |
Citigroup |
52.266 |
8/12/24 |
|
57.317 |
-8.81 |
36.979 |
20.338 |
55.00 |
|
30.08 |
| |  |
 |
 |
 |
|
 |
Amazon.com |
150.725 |
8/12/24 |
-0.08 |
178.196 |
-15.42 |
116.419 |
61.776 |
53.06 |
|
32.08 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
47.043 |
8/12/24 |
-1.33 |
54.751 |
-14.08 |
36.035 |
18.716 |
51.94 |
|
28.83 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
34.491 |
8/12/24 |
-0.29 |
36.154 |
-4.60 |
23.881 |
12.273 |
51.39 |
|
27.34 |
| |  |
 |
 |
 |
L |
 |
Costco |
780.346 |
8/12/24 |
1.01 |
764.172 |
2.12 |
507.367 |
256.804 |
50.61 |
|
35.28 |
| |  |
 |
 |
 |
L |
 |
General Motors |
38.847 |
8/12/24 |
-1.13 |
42.181 |
-7.90 |
28.129 |
14.052 |
49.96 |
|
30.41 |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
438.712 |
8/12/24 |
-0.97 |
418.976 |
4.71 |
283.751 |
135.226 |
47.66 |
|
29.55 |
| |  |
 |
 |
 |
|
 |
Capital One |
119.387 |
8/12/24 |
-1.56 |
126.237 |
-5.43 |
85.622 |
40.615 |
47.44 |
|
19.00 |
| |  |
 |
 |
 |
|
 |
AMD |
123.589 |
8/12/24 |
1.86 |
142.493 |
-13.27 |
97.095 |
45.398 |
46.76 |
|
20.88 |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
57.173 |
8/12/24 |
-0.80 |
54.317 |
5.26 |
38.059 |
16.258 |
42.72 |
|
23.03 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
186.319 |
8/12/24 |
0.19 |
185.650 |
0.36 |
131.405 |
54.245 |
41.28 |
|
26.65 |
| |  |
 |
 |
 |
|
 |
Simon Property |
138.346 |
8/12/24 |
-3.51 |
132.400 |
4.49 |
95.706 |
36.694 |
38.34 |
|
14.92 |
| |  |
 |
 |
 |
|
 |
Microsoft |
367.605 |
8/12/24 |
0.19 |
412.714 |
-10.93 |
299.372 |
113.342 |
37.86 |
|
25.25 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
91.519 |
8/12/24 |
-0.77 |
86.333 |
6.01 |
62.911 |
23.421 |
37.23 |
|
20.93 |
| |  |
 |
 |
 |
|
 |
Target |
122.008 |
8/12/24 |
-0.35 |
131.695 |
-7.36 |
95.997 |
35.698 |
37.19 |
|
8.82 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
105.363 |
8/12/24 |
0.39 |
89.956 |
17.13 |
66.252 |
23.704 |
35.78 |
|
14.75 |
| |  |
 |
 |
 |
L |
 |
HP |
30.525 |
8/12/24 |
0.72 |
31.600 |
-3.40 |
23.672 |
7.928 |
33.49 |
|
20.16 |
| |  |
 |
 |
 |
|
 |
Verizon |
36.624 |
8/12/24 |
-0.54 |
37.717 |
-2.90 |
28.547 |
9.171 |
32.13 |
|
15.08 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
10/09/23 |
prc diff |
Δ38 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
148.150 |
8/12/24 |
-0.87 |
166.710 |
-11.13 |
126.622 |
40.089 |
31.66 |
|
32.60 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
37.555 |
8/12/24 |
1.24 |
43.745 |
-14.15 |
33.430 |
10.315 |
30.85 |
|
20.02 |
| |  |
 |
 |
 |
L |
 |
Walmart |
62.079 |
8/12/24 |
1.10 |
60.977 |
1.81 |
47.151 |
13.826 |
29.32 |
|
23.30 |
| |  |
 |
 |
 |
L |
 |
Oracle |
119.803 |
8/12/24 |
0.39 |
129.300 |
-7.35 |
100.136 |
29.165 |
29.13 |
|
26.43 |
| |  |
 |
 |
 |
L |
 |
AT&T |
17.558 |
8/12/24 |
-0.31 |
17.151 |
2.37 |
13.370 |
3.781 |
28.28 |
|
20.62 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
176.162 |
8/12/24 |
0.39 |
161.822 |
8.86 |
127.203 |
34.619 |
27.22 |
|
19.93 |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
173.551 |
8/12/24 |
-0.08 |
175.846 |
-1.31 |
142.252 |
33.594 |
23.62 |
|
17.94 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
85.700 |
8/12/24 |
0.13 |
89.604 |
-4.36 |
72.533 |
17.071 |
23.54 |
|
16.61 |
| |  |
 |
 |
 |
|
 |
IBM |
171.220 |
8/12/24 |
-1.03 |
158.225 |
8.21 |
129.073 |
29.153 |
22.59 |
|
12.11 |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
37.473 |
8/12/24 |
-1.43 |
35.458 |
5.68 |
29.055 |
6.403 |
22.04 |
|
4.03 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
102.544 |
8/12/24 |
-0.93 |
115.574 |
-11.27 |
94.853 |
20.721 |
21.85 |
|
13.76 |
| |  |
 |
 |
 |
|
 |
AIG |
64.709 |
8/12/24 |
-0.62 |
67.311 |
-3.87 |
55.450 |
11.861 |
21.39 |
|
13.97 |
| |  |
 |
 |
 |
L |
 |
eBay |
50.432 |
8/12/24 |
-1.26 |
47.603 |
5.94 |
39.348 |
8.255 |
20.98 |
|
18.72 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
303.646 |
8/12/24 |
-0.66 |
297.366 |
2.11 |
246.254 |
51.112 |
20.76 |
|
15.10 |
| |  |
 |
 |
 |
L |
 |
Apple |
196.566 |
8/12/24 |
0.71 |
195.861 |
0.36 |
162.466 |
33.395 |
20.56 |
|
20.39 |
| |  |
 |
 |
 |
|
 |
General Dynamics |
263.137 |
8/12/24 |
-0.61 |
260.128 |
1.16 |
216.464 |
43.663 |
20.17 |
|
16.60 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
61.600 |
8/12/24 |
-0.74 |
57.182 |
7.73 |
47.998 |
9.183 |
19.13 |
|
8.35 |
| |  |
 |
 |
 |
L |
 |
AEP |
87.778 |
8/12/24 |
-0.40 |
78.869 |
11.30 |
66.860 |
12.009 |
17.96 |
|
9.22 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
388.913 |
8/12/24 |
-0.30 |
366.141 |
6.22 |
313.559 |
52.582 |
16.77 |
|
10.73 |
| |  |
 |
 |
 |
L |
 |
Southern |
78.796 |
8/12/24 |
0.46 |
69.579 |
13.25 |
59.825 |
9.754 |
16.30 |
|
11.60 |
| |  |
 |
 |
 |
S |
 |
FedEx |
252.248 |
8/12/24 |
0.63 |
269.896 |
-6.54 |
232.113 |
37.783 |
16.28 |
|
19.38 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
77.667 |
8/12/24 |
-0.30 |
88.592 |
-12.33 |
76.881 |
11.711 |
15.23 |
|
5.24 |
| |  |
 |
 |
 |
|
 |
Linde |
403.723 |
8/12/24 |
-0.05 |
387.602 |
4.16 |
339.228 |
48.374 |
14.26 |
|
7.02 |
| |  |
 |
 |
 |
L |
 |
Amgen |
289.161 |
8/12/24 |
-0.77 |
281.037 |
2.89 |
246.472 |
34.565 |
14.02 |
|
16.06 |
| |  |
 |
 |
 |
|
 |
AbbVie |
171.852 |
8/12/24 |
0.13 |
153.951 |
11.63 |
135.345 |
18.607 |
13.75 |
|
11.75 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
10/09/23 |
prc diff |
Δ38 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Home Depot |
312.484 |
8/12/24 |
-0.81 |
303.791 |
2.86 |
268.093 |
35.698 |
13.32 |
|
3.43 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
150.734 |
8/12/24 |
-2.19 |
147.038 |
2.51 |
130.125 |
16.913 |
13.00 |
|
7.34 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
177.825 |
8/12/24 |
-0.73 |
190.620 |
-6.71 |
169.301 |
21.319 |
12.59 |
|
9.36 |
| |  |
 |
 |
 |
L |
 |
3M |
111.472 |
8/12/24 |
-0.65 |
90.914 |
22.61 |
80.829 |
10.085 |
12.48 |
|
4.12 |
| |  |
 |
 |
 |
|
 |
MetLife |
63.118 |
8/12/24 |
-0.40 |
63.146 |
-0.04 |
56.186 |
6.960 |
12.39 |
|
8.28 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
93.137 |
8/12/24 |
-0.60 |
97.637 |
-4.61 |
87.020 |
10.618 |
12.20 |
|
11.53 |
| |  |
 |
 |
 |
|
 |
Visa |
234.844 |
8/12/24 |
0.05 |
237.871 |
-1.27 |
212.797 |
25.074 |
11.78 |
|
4.41 |
| |  |
 |
 |
 |
|
 |
Mastercard |
411.774 |
8/12/24 |
-0.24 |
395.437 |
4.13 |
358.299 |
37.138 |
10.37 |
|
4.93 |
| |  |
 |
 |
 |
L |
 |
Fox A |
35.088 |
8/12/24 |
-1.27 |
30.832 |
13.80 |
28.120 |
2.712 |
9.64 |
|
10.46 |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
213.934 |
8/12/24 |
-0.32 |
203.190 |
5.29 |
185.440 |
17.750 |
9.57 |
|
0.55 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
104.902 |
8/12/24 |
0.07 |
91.492 |
14.66 |
83.788 |
7.704 |
9.19 |
|
9.25 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
214.323 |
8/12/24 |
-1.02 |
193.431 |
10.80 |
177.679 |
15.752 |
8.87 |
|
-3.07 |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
541.337 |
8/12/24 |
0.48 |
489.514 |
10.59 |
450.329 |
39.185 |
8.70 |
|
3.56 |
| |  |
 |
 |
 |
L |
 |
Altria |
45.462 |
8/12/24 |
-0.24 |
41.594 |
9.30 |
38.758 |
2.836 |
7.32 |
|
9.87 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
503.240 |
8/12/24 |
0.97 |
421.488 |
19.40 |
396.231 |
25.258 |
6.37 |
|
6.25 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
97.411 |
8/12/24 |
-0.84 |
93.254 |
4.46 |
87.827 |
5.427 |
6.18 |
|
-0.91 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
208.801 |
8/12/24 |
-2.02 |
192.979 |
8.20 |
182.208 |
10.771 |
5.91 |
|
-1.15 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
8.910 |
8/12/24 |
-2.38 |
11.530 |
-22.73 |
10.956 |
0.575 |
5.24 |
|
7.41 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
107.532 |
8/12/24 |
0.13 |
103.881 |
3.51 |
100.680 |
3.201 |
3.18 |
|
8.14 |
| |  |
 |
 |
 |
|
 |
Dow |
47.187 |
8/12/24 |
-0.84 |
47.558 |
-0.78 |
46.119 |
1.439 |
3.12 |
|
-0.95 |
| |  |
 |
 |
 |
|
 |
Devon Energy |
40.961 |
8/12/24 |
0.91 |
43.130 |
-5.03 |
41.844 |
1.286 |
3.07 |
|
2.63 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
73.366 |
8/12/24 |
-1.04 |
69.688 |
5.28 |
68.194 |
1.494 |
2.19 |
|
-3.94 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
62.603 |
8/12/24 |
-0.63 |
58.953 |
6.19 |
57.883 |
1.070 |
1.85 |
|
-5.85 |
| |  |
 |
 |
 |
|
 |
PepsiCo |
154.900 |
8/12/24 |
-0.56 |
147.192 |
5.24 |
146.464 |
0.728 |
0.50 |
|
-3.71 |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
243.492 |
8/12/24 |
0.58 |
225.898 |
7.79 |
226.848 |
-0.950 |
-0.42 |
|
-8.59 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
10/09/23 |
prc diff |
Δ38 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Boeing |
148.313 |
8/12/24 |
-2.25 |
168.707 |
-12.09 |
171.089 |
-2.382 |
-1.39 |
|
-6.38 |
| |  |
 |
 |
 |
S |
 |
Accenture |
283.703 |
8/12/24 |
-0.59 |
273.393 |
3.77 |
283.206 |
-9.813 |
-3.47 |
|
-5.23 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
510.812 |
8/12/24 |
1.17 |
446.980 |
14.28 |
477.904 |
-30.924 |
-6.47 |
|
-0.23 |
| |  |
 |
 |
 |
|
 |
Chevron |
131.044 |
8/12/24 |
0.02 |
141.436 |
-7.35 |
151.329 |
-9.893 |
-6.54 |
|
2.58 |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
99.426 |
8/12/24 |
2.04 |
103.339 |
-3.79 |
110.574 |
-7.235 |
-6.54 |
|
0.09 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
144.472 |
8/12/24 |
-0.46 |
132.327 |
9.18 |
143.904 |
-11.577 |
-8.04 |
|
-4.79 |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
65.956 |
8/12/24 |
-0.91 |
62.025 |
6.34 |
68.131 |
-6.106 |
-8.96 |
|
-6.06 |
| |  |
 |
 |
 |
S |
 |
Baxter |
33.371 |
8/12/24 |
-0.59 |
29.874 |
11.71 |
33.121 |
-3.247 |
-9.80 |
|
-13.16 |
| |  |
 |
 |
 |
|
 |
Exelon |
33.344 |
8/12/24 |
-0.54 |
31.220 |
6.80 |
35.127 |
-3.907 |
-11.12 |
|
-7.42 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
40.537 |
8/12/24 |
-1.34 |
42.940 |
-5.60 |
48.942 |
-6.002 |
-12.26 |
|
-4.22 |
| |  |
 |
 |
 |
S |
 |
UPS |
112.827 |
8/12/24 |
-0.76 |
122.848 |
-8.16 |
140.092 |
-17.243 |
-12.31 |
|
-10.63 |
| |  |
 |
 |
 |
L |
 |
Biogen |
181.665 |
8/12/24 |
-0.48 |
209.434 |
-13.26 |
239.819 |
-30.385 |
-12.67 |
|
-2.15 |
| |  |
 |
 |
 |
S |
 |
Comcast |
34.817 |
8/12/24 |
-1.41 |
34.491 |
0.94 |
40.020 |
-5.528 |
-13.81 |
|
-8.42 |
| |  |
 |
 |
 |
S |
 |
Intel |
17.494 |
8/12/24 |
-1.78 |
27.868 |
-37.22 |
32.731 |
-4.863 |
-14.86 |
|
-16.59 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
25.708 |
8/12/24 |
-0.35 |
25.500 |
0.82 |
30.135 |
-4.635 |
-15.38 |
|
-4.66 |
| |  |
 |
 |
 |
|
 |
Starbucks |
69.607 |
8/12/24 |
2.58 |
69.697 |
-0.13 |
84.124 |
-14.427 |
-17.15 |
|
-15.26 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
50.432 |
8/12/24 |
-2.28 |
52.546 |
-4.02 |
64.672 |
-12.126 |
-18.75 |
|
-15.46 |
| |  |
 |
 |
 |
S |
 |
Halliburton |
28.356 |
8/12/24 |
1.23 |
30.208 |
-6.13 |
37.496 |
-7.288 |
-19.44 |
|
-8.89 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
178.458 |
8/12/24 |
-1.26 |
189.635 |
-5.89 |
235.698 |
-46.063 |
-19.54 |
|
0.78 |
| |  |
 |
 |
 |
|
 |
Nike |
67.447 |
8/12/24 |
0.40 |
69.426 |
-2.85 |
87.936 |
-18.511 |
-21.05 |
|
-22.79 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
42.525 |
8/12/24 |
0.73 |
37.320 |
13.95 |
51.384 |
-14.064 |
-27.37 |
|
-19.42 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
9.217 |
8/12/24 |
-4.49 |
10.464 |
-11.92 |
20.214 |
-9.750 |
-48.23 |
|
-45.76 |
| S&P 100 - 96 out of 96 instruments rated - 7/01/24 / 10/09/23 - 73 did rise, Market-Ratio(38) in CHF = 76.04 % |
| Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions Stand and Poor's 100 in Swiss Franc * S38 - 37/56 (1)
|
⇐ |
| |
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | ps short | prc diff | d % | asset | yield | |
| 1/02/06 |
2/11/08 |
770 |
|
- cash - |
| short |
2/11/08 |
5/19/08 |
98 |
 |
 |
 |
Citigroup |
100 |
35 |
|
284.718 |
240.881 |
336.533 |
51.815 |
18 |
11,814 |
86 |
|
| 5/19/08 |
6/16/08 |
28 |
|
- cash - |
| |
6/16/08 |
7/20/09 |
399 |
 |
 |
 |
AIG |
100 |
16 |
|
711.816 |
14.494 |
34,958.747 |
34,246.931 |
4,811 |
559,764 |
3,424 |
|
| 7/20/09 |
8/30/10 |
406 |
|
- cash - |
| |
8/30/10 |
10/18/10 |
49 |
 |
 |
 |
Bank of America |
100 |
44,202 |
|
12.664 |
11.833 |
13.552 |
0.889 |
7 |
599,045 |
66 |
|
| 10/18/10 |
8/08/11 |
294 |
|
- cash - |
| |
8/08/11 |
1/02/12 |
147 |
 |
 |
 |
Bank of America |
100 |
120,208 |
|
4.983 |
5.446 |
4.521 |
-0.463 |
-9 |
543,436 |
-21 |
|
| 1/02/12 |
8/24/15 |
1330 |
|
- cash - |
| |
8/24/15 |
11/02/15 |
70 |
 |
 |
 |
Devon Energy |
100 |
15,329 |
|
35.449 |
42.570 |
28.329 |
-7.121 |
-20 |
434,285 |
-69 |
|
| 11/02/15 |
12/14/15 |
42 |
|
- cash - |
| |
12/14/15 |
5/16/16 |
154 |
 |
 |
 |
Kinder Morgan |
100 |
27,546 |
|
15.766 |
16.838 |
14.693 |
-1.073 |
-7 |
404,741 |
-15 |
|
| 5/16/16 |
10/15/18 |
882 |
|
- cash - |
| |
10/15/18 |
2/18/19 |
126 |
 |
 |
 |
Ford Motor |
100 |
46,569 |
|
8.691 |
8.569 |
8.815 |
0.123 |
1 |
410,490 |
4 |
|
| 2/18/19 |
3/09/20 |
385 |
|
- cash - |
| |
3/09/20 |
11/16/20 |
252 |
 |
 |
 |
Occidental Pet |
100 |
35,464 |
|
11.575 |
11.579 |
11.570 |
-0.004 |
0 |
410,338 |
0 |
|
| 11/16/20 |
5/09/22 |
539 |
|
- cash - |
| |
5/09/22 |
2/06/23 |
273 |
 |
 |
 |
Netflix |
100 |
2,390 |
|
171.683 |
335.509 |
7.857 |
-163.826 |
-95 |
18,794 |
-98 |
|
| 2/06/23 |
5/08/23 |
91 |
|
- cash - |
| |
5/08/23 |
6/12/23 |
35 |
 |
 |
 |
U.S. Bancorp |
100 |
710 |
|
26.438 |
29.268 |
23.608 |
-2.830 |
-11 |
16,785 |
-69 |
|
| 6/12/23 |
10/02/23 |
112 |
|
- cash - |
| |
10/02/23 |
12/04/23 |
63 |
 |
 |
 |
NextEra Energy |
100 |
350 |
|
47.853 |
51.180 |
44.526 |
-3.327 |
-7 |
15,620 |
-34 |
|
| 12/04/23 |
4/01/26 |
849 |
|
- cash - |
| accum | 2/11/08 |
12/04/23 | 1666 |
days out of 7394 invested (23%) |
56 |
15,620 |
10 |
|
Instrument Related Contribution
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | | | total |
| AIG | short | 6/16/08 | 7/20/09 | 399 | 711.82 | 14.49 | 34,958.75 | 34,246.93 | 4,811.21 | | | 4,811.21 |
| Citigroup | | 2/11/08 | 5/19/08 | 98 | 284.72 | 240.88 | 336.53 | 51.81 | 18.20 | | | 18.20 |
| Ford Motor | | 10/15/18 | 2/18/19 | 126 | 8.69 | 8.57 | 8.81 | 0.12 | 1.42 | | | 1.42 |
| Occidental Pet | | 3/09/20 | 11/16/20 | 252 | 11.57 | 11.58 | 11.57 | -0.00 | -0.04 | | | -0.04 |
| Bank of America | | 8/30/10 | 10/18/10 | 49 | 12.66 | 11.83 | 13.55 | 0.89 | 7.02 | | | |
| | | 8/08/11 | 1/02/12 | 147 | 4.98 | 5.45 | 4.52 | -0.46 | -9.28 | | | -2.92 |
| Kinder Morgan | | 12/14/15 | 5/16/16 | 154 | 15.77 | 16.84 | 14.69 | -1.07 | -6.80 | | | -6.80 |
| NextEra Energy | | 10/02/23 | 12/04/23 | 63 | 47.85 | 51.18 | 44.53 | -3.33 | -6.95 | | | -6.95 |
| U.S. Bancorp | | 5/08/23 | 6/12/23 | 35 | 26.44 | 29.27 | 23.61 | -2.83 | -10.70 | | | -10.70 |
| Devon Energy | | 8/24/15 | 11/02/15 | 70 | 35.45 | 42.57 | 28.33 | -7.12 | -20.09 | | | -20.09 |
| Netflix | | 5/09/22 | 2/06/23 | 273 | 171.68 | 335.51 | 7.86 | -163.83 | -95.42 | | | -95.42 |
Annotations
| 2/26/24 | Walmart | | | stock split 1:3 (three for one) |
| 8/25/22 | Tesla Motors | | | stock split 1:3 (three for one) |
| 7/18/22 | Alphabet C | | | stock split 1:20 (twenty for one) |
| 6/06/22 | Amazon.com | | | stock split 1:20 (twenty for one) |
| 4/03/20 | Raytheon Tech | | | spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger |
| 6/19/18 | S&P 100 | | | removal of Monsanto (Bayer) and Time Warner (AT&T) due to acquisitions |
| 9/01/17 | S&P 100 | | | Charter Communications replaces DuPont |
| 2/21/17 | Comcast | | | split 1:2 (two for one) |
| 12/17/16 | S&P 100 | | | index components adjustment
in: Danaher, Duke Energy and NextEra Energy
out: Anadarko Petroleum, Devon Energy and Norfolk Southern |
| 9/07/16 | S&P 100 | | | Kraft Heinz replaces EMC2 |
| 12/24/15 | Nike | | | stock split 1:2 (two for one) |
| 11/02/15 | S&P 100 | | | BlackRock replaces HP |
| | Hewlett-Packard | | | forward stock split 1000:2202 (two thousand two hundred and two for one thousand) |
| | Hewlett-Packard | | | spin-off of HP Enterprise |
| 9/01/15 | S&P 100 | | | complete analysis |
| 7/20/15 | S&P 100 | | | PayPal replaces eBay |
| | eBay | | | spin-off of PayPal ratio 2790 : 3839 |
| 7/14/15 | Netflix | | | forward stock split 1:7 (seven for one) |
| 6/30/15 | S&P 100 | | | Priceline replaces Baxter |
| | Baxter | | | drops out of S&P 100 |
| 4/09/15 | Starbucks | | | forward stock split 1:2 (two for one) |
| 3/20/15 | S&P 100 | | | Actavis, Celgene and Kinder Morgan replace Apache, Freeport-McMoRan and National Oilwell Varco |
| 3/19/15 | Visa | | | forward stock split 1:4 (four for one) |
| 5/01/13 | T-Mobile US | | | reverse split 2:1 (one for two) and special dividend 4,06 |
|