| | Wed, Apr 1st, 2026, 7:11UTC |
| | |
Assessment - United States in Swiss Franc - 8/07/23 - RS = 27
⇐
| |
|
⇓instrument |
freshest |
Δday |
8/07/23 |
⇓ Δwk |
1/30/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 500 |
4,669.560 |
8/12/24 |
|
3,947.901 |
|
3,709.797 |
238.104 |
6.42 |
|
4.74 |
| |  |
 |
 |
 |
L |
 |
NVidia |
95.254 |
8/12/24 |
4.08 |
39.682 |
|
17.713 |
21.969 |
124.03 |
|
110.44 |
| |  |
 |
 |
 |
L |
 |
First Solar |
191.548 |
8/12/24 |
3.51 |
170.902 |
|
162.620 |
8.281 |
5.09 |
|
11.77 |
| |  |
 |
 |
 |
|
 |
Deckers Outdoor |
802.347 |
8/12/24 |
3.15 |
494.139 |
|
389.713 |
104.425 |
26.80 |
|
30.27 |
| |  |
 |
 |
 |
|
 |
Starbucks |
67.304 |
8/12/24 |
2.58 |
88.893 |
|
98.019 |
-9.126 |
-9.31 |
|
-2.38 |
| |  |
 |
 |
 |
|
 |
DexCom |
62.271 |
8/12/24 |
2.16 |
105.695 |
|
98.194 |
7.501 |
7.64 |
|
3.70 |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
96.137 |
8/12/24 |
2.04 |
100.025 |
|
110.865 |
-10.841 |
-9.78 |
|
-1.70 |
| |  |
 |
 |
 |
|
 |
AMD |
119.500 |
8/12/24 |
1.86 |
102.061 |
|
70.628 |
31.433 |
44.50 |
|
31.96 |
| |  |
 |
 |
 |
L |
 |
Take-Two Interactive |
128.692 |
8/12/24 |
1.71 |
123.353 |
|
102.130 |
21.223 |
20.78 |
|
11.47 |
| |  |
 |
 |
 |
L |
 |
Micron Technology |
82.690 |
8/12/24 |
1.68 |
60.619 |
|
57.052 |
3.567 |
6.25 |
|
10.58 |
| |  |
 |
 |
 |
L |
 |
AstraZeneca |
72.100 |
8/12/24 |
1.64 |
61.100 |
|
62.396 |
-1.296 |
-2.08 |
|
-1.26 |
| |  |
 |
 |
 |
|
 |
KLA-Tencor |
661.886 |
8/12/24 |
1.44 |
442.492 |
|
392.759 |
49.734 |
12.66 |
|
23.70 |
| |  |
 |
 |
 |
|
 |
Encompass Health |
75.892 |
8/12/24 |
1.33 |
62.620 |
|
57.486 |
5.134 |
8.93 |
|
17.25 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
36.312 |
8/12/24 |
1.24 |
36.950 |
|
41.483 |
-4.533 |
-10.93 |
|
8.69 |
| |  |
 |
 |
 |
S |
 |
Halliburton |
27.418 |
8/12/24 |
1.23 |
34.591 |
|
37.441 |
-2.850 |
-7.61 |
|
11.12 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
493.911 |
8/12/24 |
1.17 |
446.249 |
|
448.344 |
-2.094 |
-0.47 |
|
-4.52 |
| |  |
 |
 |
 |
L |
 |
Enphase Energy |
95.333 |
8/12/24 |
1.16 |
118.347 |
|
210.822 |
-92.476 |
-43.86 |
|
-42.50 |
| |  |
 |
 |
 |
L |
 |
Walmart |
60.025 |
8/12/24 |
1.10 |
46.742 |
|
43.880 |
2.862 |
6.52 |
|
4.56 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
60.515 |
8/12/24 |
1.05 |
39.274 |
|
27.345 |
11.929 |
43.63 |
|
32.45 |
| |  |
 |
 |
 |
L |
 |
Costco |
754.528 |
8/12/24 |
1.01 |
487.900 |
|
454.619 |
33.281 |
7.32 |
|
4.28 |
| |  |
 |
 |
 |
|
 |
Applied Materials |
168.709 |
8/12/24 |
1.00 |
131.392 |
|
105.351 |
26.040 |
24.72 |
|
28.48 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
486.590 |
8/12/24 |
0.97 |
392.987 |
|
407.248 |
-14.261 |
-3.50 |
|
-7.48 |
| |  |
 |
 |
 |
S |
 |
Fortinet |
61.476 |
8/12/24 |
0.96 |
50.414 |
|
46.615 |
3.800 |
8.15 |
|
-6.84 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
89.068 |
8/12/24 |
0.91 |
79.178 |
|
86.335 |
-7.158 |
-8.29 |
|
-9.48 |
| |  |
 |
 |
 |
|
 |
Devon Energy |
39.606 |
8/12/24 |
0.91 |
44.394 |
|
60.689 |
-16.294 |
-26.85 |
|
-17.14 |
| |
|
⇓instrument |
freshest |
Δday |
8/07/23 |
⇓ Δwk |
1/30/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
PSEG |
70.344 |
8/12/24 |
0.81 |
52.861 |
|
56.194 |
-3.333 |
-5.93 |
|
-7.32 |
| |  |
 |
 |
 |
S |
 |
Illumina |
108.814 |
8/12/24 |
0.79 |
163.580 |
|
199.693 |
-36.113 |
-18.08 |
|
-15.00 |
| |  |
 |
 |
 |
|
 |
Diamondback Energy |
175.873 |
8/12/24 |
0.76 |
129.828 |
|
137.832 |
-8.004 |
-5.81 |
|
1.69 |
| |  |
 |
 |
 |
|
 |
Ross Stores |
122.908 |
8/12/24 |
0.74 |
99.134 |
|
106.851 |
-7.717 |
-7.22 |
|
3.29 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
41.118 |
8/12/24 |
0.73 |
52.835 |
|
67.610 |
-14.776 |
-21.85 |
|
-18.82 |
| |  |
 |
 |
 |
|
 |
Matson |
113.699 |
8/12/24 |
0.73 |
84.490 |
|
59.101 |
25.389 |
42.96 |
|
32.59 |
| |  |
 |
 |
 |
L |
 |
HP |
29.515 |
8/12/24 |
0.72 |
28.615 |
|
26.394 |
2.220 |
8.41 |
|
5.37 |
| |  |
 |
 |
 |
L |
 |
Apple |
190.063 |
8/12/24 |
0.71 |
156.267 |
|
130.227 |
26.039 |
20.00 |
|
6.72 |
| |  |
 |
 |
 |
|
 |
Ansys |
273.749 |
8/12/24 |
0.69 |
267.973 |
|
240.678 |
27.296 |
11.34 |
|
5.12 |
| |  |
 |
 |
 |
|
 |
Keurig Dr Pepper |
30.406 |
8/12/24 |
0.69 |
29.550 |
|
32.015 |
-2.465 |
-7.70 |
|
-9.59 |
| |  |
 |
 |
 |
S |
 |
FedEx |
243.902 |
8/12/24 |
0.63 |
230.980 |
|
176.408 |
54.571 |
30.93 |
|
23.85 |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
99.055 |
8/12/24 |
0.62 |
78.339 |
|
93.202 |
-14.863 |
-15.95 |
|
-13.54 |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
235.436 |
8/12/24 |
0.58 |
254.605 |
|
248.522 |
6.083 |
2.45 |
|
0.46 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
36.871 |
8/12/24 |
0.55 |
31.559 |
|
37.967 |
-6.408 |
-16.88 |
|
-14.19 |
| |  |
 |
 |
 |
|
 |
Cintas |
663.712 |
8/12/24 |
0.53 |
431.964 |
|
404.009 |
27.955 |
6.92 |
|
4.00 |
| |  |
 |
 |
 |
|
 |
Edison International |
72.004 |
8/12/24 |
0.52 |
60.978 |
|
61.861 |
-0.883 |
-1.43 |
|
-1.96 |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
523.426 |
8/12/24 |
0.48 |
482.116 |
|
558.176 |
-76.059 |
-13.63 |
|
-5.03 |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
47.811 |
8/12/24 |
0.46 |
42.935 |
|
58.114 |
-15.179 |
-26.12 |
|
-23.23 |
| |  |
 |
 |
 |
|
 |
Intuitive Surgical |
406.748 |
8/12/24 |
0.46 |
270.193 |
|
236.238 |
33.954 |
14.37 |
|
13.23 |
| |  |
 |
 |
 |
L |
 |
Southern |
76.189 |
8/12/24 |
0.46 |
59.431 |
|
61.704 |
-2.272 |
-3.68 |
|
-8.76 |
| |  |
 |
 |
 |
|
 |
Nike |
65.215 |
8/12/24 |
0.40 |
96.530 |
|
118.396 |
-21.866 |
-18.47 |
|
-6.45 |
| |  |
 |
 |
 |
L |
 |
Oracle |
115.839 |
8/12/24 |
0.39 |
101.440 |
|
82.109 |
19.332 |
23.54 |
|
25.41 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
101.877 |
8/12/24 |
0.39 |
74.678 |
|
88.827 |
-14.149 |
-15.93 |
|
-15.62 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
170.334 |
8/12/24 |
0.39 |
119.395 |
|
133.236 |
-13.841 |
-10.39 |
|
-9.76 |
| |  |
 |
 |
 |
|
 |
Lam Research |
708.500 |
8/12/24 |
0.37 |
616.295 |
|
452.930 |
163.365 |
36.07 |
|
36.28 |
| |
|
⇓instrument |
freshest |
Δday |
8/07/23 |
⇓ Δwk |
1/30/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Analog Devices |
185.301 |
8/12/24 |
0.36 |
166.096 |
|
156.576 |
9.521 |
6.08 |
|
4.12 |
| |  |
 |
 |
 |
L |
 |
AES |
14.600 |
8/12/24 |
0.30 |
17.213 |
|
24.835 |
-7.622 |
-30.69 |
|
-23.62 |
| |  |
 |
 |
 |
|
 |
Broadcom |
129.854 |
8/12/24 |
0.24 |
783.789 |
|
536.774 |
247.015 |
46.02 |
|
41.33 |
| |  |
 |
 |
 |
|
 |
Baker Hughes |
30.712 |
8/12/24 |
0.23 |
31.096 |
|
28.231 |
2.865 |
10.15 |
|
17.66 |
| |  |
 |
 |
 |
L |
 |
American Water |
124.559 |
8/12/24 |
0.20 |
124.166 |
|
139.327 |
-15.161 |
-10.88 |
|
-8.88 |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
86.237 |
8/12/24 |
0.20 |
87.373 |
|
90.497 |
-3.124 |
-3.45 |
|
-4.81 |
| |  |
 |
 |
 |
S |
 |
Shoals Technologies |
4.482 |
8/12/24 |
0.20 |
19.301 |
|
26.976 |
-7.675 |
-28.45 |
|
-13.37 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
22.175 |
8/12/24 |
0.20 |
28.807 |
|
33.860 |
-5.054 |
-14.92 |
|
-9.50 |
| |  |
 |
 |
 |
|
 |
DoorDash |
108.378 |
8/12/24 |
0.19 |
73.708 |
|
52.198 |
21.510 |
41.21 |
|
32.82 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
180.155 |
8/12/24 |
0.19 |
136.966 |
|
126.684 |
10.283 |
8.12 |
|
11.73 |
| |  |
 |
 |
 |
|
 |
Microsoft |
355.443 |
8/12/24 |
0.19 |
288.427 |
|
223.872 |
64.555 |
28.84 |
|
14.56 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
67.784 |
8/12/24 |
0.15 |
59.973 |
|
76.294 |
-16.321 |
-21.39 |
|
-18.03 |
| |  |
 |
 |
 |
|
 |
AbbVie |
166.166 |
8/12/24 |
0.13 |
131.348 |
|
137.094 |
-5.746 |
-4.19 |
|
-4.50 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
103.974 |
8/12/24 |
0.13 |
93.664 |
|
104.064 |
-10.400 |
-9.99 |
|
-4.54 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
82.865 |
8/12/24 |
0.13 |
77.832 |
|
89.639 |
-11.807 |
-13.17 |
|
-4.34 |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
50.694 |
8/12/24 |
0.10 |
52.214 |
|
62.765 |
-10.551 |
-16.81 |
|
-16.93 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
101.431 |
8/12/24 |
0.07 |
84.935 |
|
93.349 |
-8.414 |
-9.01 |
|
-5.27 |
| |  |
 |
 |
 |
|
 |
Visa |
227.074 |
8/12/24 |
0.05 |
211.015 |
|
206.891 |
4.124 |
1.99 |
|
4.93 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
104.070 |
8/12/24 |
0.03 |
109.050 |
|
100.437 |
8.613 |
8.58 |
|
8.38 |
| |  |
 |
 |
 |
|
 |
Chevron |
126.708 |
8/12/24 |
0.02 |
139.701 |
|
166.727 |
-27.026 |
-16.21 |
|
-8.50 |
| |  |
 |
 |
 |
|
 |
Citigroup |
50.537 |
8/12/24 |
|
40.043 |
|
47.971 |
-7.928 |
-16.53 |
|
-8.83 |
| |  |
 |
 |
 |
|
 |
Amazon.com |
145.738 |
8/12/24 |
-0.08 |
124.262 |
|
89.999 |
34.263 |
38.07 |
|
24.59 |
| |  |
 |
 |
 |
|
 |
Marvell Tech |
52.869 |
8/12/24 |
-0.08 |
55.526 |
|
39.453 |
16.073 |
40.74 |
|
32.23 |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
167.809 |
8/12/24 |
-0.08 |
147.626 |
|
164.429 |
-16.804 |
-10.22 |
|
-7.84 |
| |  |
 |
 |
 |
L |
 |
Sprouts |
84.035 |
8/12/24 |
-0.10 |
33.368 |
|
28.969 |
4.399 |
15.18 |
|
10.35 |
| |
|
⇓instrument |
freshest |
Δday |
8/07/23 |
⇓ Δwk |
1/30/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Booking |
3,004.918 |
8/12/24 |
-0.11 |
2,833.519 |
|
2,216.367 |
617.151 |
27.85 |
|
35.28 |
| |  |
 |
 |
 |
|
 |
Datadog |
97.998 |
8/12/24 |
-0.11 |
92.878 |
|
69.484 |
23.394 |
33.67 |
|
21.84 |
| |  |
 |
 |
 |
|
 |
Palo Alto Networks |
289.292 |
8/12/24 |
-0.11 |
188.062 |
|
137.823 |
50.239 |
36.45 |
|
12.46 |
| |  |
 |
 |
 |
|
 |
Netflix |
553.194 |
8/12/24 |
-0.13 |
385.106 |
|
329.855 |
55.250 |
16.75 |
|
33.35 |
| |  |
 |
 |
 |
L |
 |
Kirby |
101.798 |
8/12/24 |
-0.14 |
72.406 |
|
59.313 |
13.093 |
22.07 |
|
12.62 |
| |  |
 |
 |
 |
S |
 |
Molina Healthcare |
295.033 |
8/12/24 |
-0.15 |
271.730 |
|
274.344 |
-2.614 |
-0.95 |
|
-4.89 |
| |  |
 |
 |
 |
|
 |
General Electric |
145.800 |
8/12/24 |
-0.16 |
100.243 |
|
73.618 |
26.625 |
36.17 |
|
25.34 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
142.217 |
8/12/24 |
-0.20 |
180.967 |
|
178.688 |
2.279 |
1.28 |
|
9.50 |
| |  |
 |
 |
 |
L |
 |
LTC Properties |
31.367 |
8/12/24 |
-0.22 |
30.336 |
|
33.907 |
-3.571 |
-10.53 |
|
-10.14 |
| |  |
 |
 |
 |
L |
 |
Altria |
43.957 |
8/12/24 |
-0.24 |
38.549 |
|
41.354 |
-2.805 |
-6.78 |
|
-8.51 |
| |  |
 |
 |
 |
|
 |
Mastercard |
398.151 |
8/12/24 |
-0.24 |
346.758 |
|
349.374 |
-2.617 |
-0.75 |
|
5.32 |
| |  |
 |
 |
 |
L |
 |
DuPont |
68.439 |
8/12/24 |
-0.25 |
68.221 |
|
69.493 |
-1.272 |
-1.83 |
|
10.60 |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
30.222 |
8/12/24 |
-0.26 |
40.882 |
|
46.236 |
-5.354 |
-11.58 |
|
-3.73 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
33.350 |
8/12/24 |
-0.29 |
27.855 |
|
31.673 |
-3.819 |
-12.06 |
|
-5.87 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
376.045 |
8/12/24 |
-0.30 |
316.797 |
|
286.480 |
30.317 |
10.58 |
|
10.27 |
| |  |
 |
 |
 |
|
 |
Energy Recovery |
14.504 |
8/12/24 |
-0.30 |
24.176 |
|
20.165 |
4.011 |
19.89 |
|
11.17 |
| |  |
 |
 |
 |
|
 |
Fiserv |
140.758 |
8/12/24 |
-0.30 |
109.985 |
|
97.410 |
12.575 |
12.91 |
|
8.43 |
| |  |
 |
 |
 |
|
 |
O'Reilly |
979.514 |
8/12/24 |
-0.30 |
814.108 |
|
733.135 |
80.973 |
11.04 |
|
5.30 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
75.097 |
8/12/24 |
-0.30 |
75.866 |
|
97.539 |
-21.673 |
-22.22 |
|
-16.44 |
| |  |
 |
 |
 |
L |
 |
AT&T |
16.977 |
8/12/24 |
-0.31 |
12.241 |
|
17.627 |
-5.386 |
-30.56 |
|
-24.33 |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
206.856 |
8/12/24 |
-0.32 |
200.696 |
|
193.925 |
6.772 |
3.49 |
|
4.37 |
| |  |
 |
 |
 |
|
 |
American Express |
207.118 |
8/12/24 |
-0.34 |
145.878 |
|
142.123 |
3.755 |
2.64 |
|
-0.72 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
450.802 |
8/12/24 |
-0.35 |
276.588 |
|
132.221 |
144.367 |
109.19 |
|
77.67 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
24.858 |
8/12/24 |
-0.35 |
31.175 |
|
41.511 |
-10.336 |
-24.90 |
|
-21.72 |
| |  |
 |
 |
 |
|
 |
Target |
117.971 |
8/12/24 |
-0.35 |
115.280 |
|
151.934 |
-36.653 |
-24.12 |
|
-19.54 |
| |
|
⇓instrument |
freshest |
Δday |
8/07/23 |
⇓ Δwk |
1/30/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Autodesk |
209.320 |
8/12/24 |
-0.36 |
177.992 |
|
194.995 |
-17.003 |
-8.72 |
|
-5.78 |
| |  |
 |
 |
 |
S |
 |
Monster Beverage |
40.096 |
8/12/24 |
-0.37 |
51.105 |
|
46.195 |
4.910 |
10.63 |
|
7.45 |
| |  |
 |
 |
 |
L |
 |
AEP |
84.874 |
8/12/24 |
-0.40 |
70.667 |
|
85.514 |
-14.847 |
-17.36 |
|
-16.69 |
| |  |
 |
 |
 |
|
 |
MetLife |
61.030 |
8/12/24 |
-0.40 |
56.076 |
|
65.238 |
-9.162 |
-14.04 |
|
-4.99 |
| |  |
 |
 |
 |
L |
 |
California Water |
45.722 |
8/12/24 |
-0.42 |
45.469 |
|
55.271 |
-9.802 |
-17.73 |
|
-15.19 |
| |  |
 |
 |
 |
|
 |
Intuit |
548.188 |
8/12/24 |
-0.44 |
441.461 |
|
378.380 |
63.081 |
16.67 |
|
12.26 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
139.692 |
8/12/24 |
-0.46 |
151.243 |
|
155.330 |
-4.087 |
-2.63 |
|
-1.36 |
| |  |
 |
 |
 |
|
 |
Electronic Arts |
127.486 |
8/12/24 |
-0.47 |
108.386 |
|
117.584 |
-9.198 |
-7.82 |
|
-6.29 |
| |  |
 |
 |
 |
L |
 |
Biogen |
175.655 |
8/12/24 |
-0.48 |
236.982 |
|
269.416 |
-32.434 |
-12.04 |
|
-5.47 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
219.577 |
8/12/24 |
-0.48 |
188.778 |
|
143.849 |
44.929 |
31.23 |
|
18.47 |
| |  |
 |
 |
 |
|
 |
Exelon |
32.241 |
8/12/24 |
-0.54 |
34.923 |
|
38.595 |
-3.672 |
-9.51 |
|
-9.34 |
| |  |
 |
 |
 |
|
 |
Verizon |
35.412 |
8/12/24 |
-0.54 |
28.422 |
|
36.574 |
-8.151 |
-22.29 |
|
-19.83 |
| |  |
 |
 |
 |
|
 |
PepsiCo |
149.775 |
8/12/24 |
-0.56 |
163.292 |
|
156.077 |
7.214 |
4.62 |
|
-2.06 |
| |  |
 |
 |
 |
|
 |
Paychex |
108.124 |
8/12/24 |
-0.57 |
109.278 |
|
110.736 |
-1.459 |
-1.32 |
|
1.28 |
| |  |
 |
 |
 |
S |
 |
Baxter |
32.267 |
8/12/24 |
-0.59 |
38.042 |
|
41.659 |
-3.616 |
-8.68 |
|
-13.45 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
90.055 |
8/12/24 |
-0.60 |
84.944 |
|
82.136 |
2.808 |
3.42 |
|
5.33 |
| |  |
 |
 |
 |
|
 |
IDEXX Labs |
419.330 |
8/12/24 |
-0.60 |
444.152 |
|
457.877 |
-13.725 |
-3.00 |
|
9.86 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
34.128 |
8/12/24 |
-0.61 |
39.528 |
|
36.066 |
3.461 |
9.60 |
|
19.32 |
| |  |
 |
 |
 |
|
 |
General Dynamics |
254.430 |
8/12/24 |
-0.61 |
198.503 |
|
214.523 |
-16.020 |
-7.47 |
|
-6.52 |
| |  |
 |
 |
 |
|
 |
AIG |
62.568 |
8/12/24 |
-0.62 |
54.093 |
|
58.234 |
-4.141 |
-7.11 |
|
3.77 |
| |  |
 |
 |
 |
S |
 |
Atlassian |
122.803 |
8/12/24 |
-0.62 |
169.084 |
|
142.659 |
26.426 |
18.52 |
|
9.41 |
| |  |
 |
 |
 |
S |
 |
Align Technology |
186.603 |
8/12/24 |
-0.63 |
315.635 |
|
231.993 |
83.642 |
36.05 |
|
28.44 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
60.532 |
8/12/24 |
-0.63 |
64.883 |
|
59.396 |
5.487 |
9.24 |
|
4.06 |
| |  |
 |
 |
 |
L |
 |
3M |
107.783 |
8/12/24 |
-0.65 |
91.943 |
|
113.163 |
-21.221 |
-18.75 |
|
-12.48 |
| |  |
 |
 |
 |
|
 |
CrowdStrike |
209.119 |
8/12/24 |
-0.65 |
131.907 |
|
98.102 |
33.805 |
34.46 |
|
4.45 |
| |
|
⇓instrument |
freshest |
Δday |
8/07/23 |
⇓ Δwk |
1/30/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
S |
 |
Workday |
183.982 |
8/12/24 |
-0.65 |
204.060 |
|
162.823 |
41.236 |
25.33 |
|
23.39 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
293.600 |
8/12/24 |
-0.66 |
246.086 |
|
233.211 |
12.875 |
5.52 |
|
19.83 |
| |  |
 |
 |
 |
L |
 |
Verisk Analytics |
229.232 |
8/12/24 |
-0.67 |
204.042 |
|
171.065 |
32.978 |
19.28 |
|
14.74 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
171.942 |
8/12/24 |
-0.73 |
165.659 |
|
188.692 |
-23.032 |
-12.21 |
|
-10.13 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
59.562 |
8/12/24 |
-0.74 |
53.464 |
|
55.585 |
-2.121 |
-3.82 |
|
-5.97 |
| |  |
 |
 |
 |
|
 |
Paccar |
80.532 |
8/12/24 |
-0.74 |
73.953 |
|
94.364 |
-20.412 |
-21.63 |
|
-5.98 |
| |  |
 |
 |
 |
|
 |
Synopsys |
455.074 |
8/12/24 |
-0.74 |
387.937 |
|
323.312 |
64.624 |
19.99 |
|
16.35 |
| |  |
 |
 |
 |
|
 |
CDW |
185.318 |
8/12/24 |
-0.76 |
177.228 |
|
184.548 |
-7.320 |
-3.97 |
|
5.28 |
| |  |
 |
 |
 |
S |
 |
UPS |
109.094 |
8/12/24 |
-0.76 |
159.150 |
|
166.561 |
-7.411 |
-4.45 |
|
-5.22 |
| |  |
 |
 |
 |
L |
 |
Amgen |
279.594 |
8/12/24 |
-0.77 |
221.002 |
|
240.844 |
-19.842 |
-8.24 |
|
-2.67 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
88.491 |
8/12/24 |
-0.77 |
67.190 |
|
69.677 |
-2.487 |
-3.57 |
|
-5.09 |
| |  |
 |
 |
 |
|
 |
Interface |
14.251 |
8/12/24 |
-0.79 |
8.956 |
|
10.059 |
-1.104 |
-10.97 |
|
3.10 |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
55.281 |
8/12/24 |
-0.80 |
40.480 |
|
45.535 |
-5.055 |
-11.10 |
|
-1.41 |
| |  |
 |
 |
 |
|
 |
Home Depot |
302.145 |
8/12/24 |
-0.81 |
287.606 |
|
291.150 |
-3.544 |
-1.22 |
|
2.27 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
772.710 |
8/12/24 |
-0.82 |
396.744 |
|
315.818 |
80.925 |
25.62 |
|
17.55 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
94.188 |
8/12/24 |
-0.84 |
94.756 |
|
105.217 |
-10.461 |
-9.94 |
|
-3.52 |
| |  |
 |
 |
 |
L |
 |
Alphabet A |
141.798 |
8/12/24 |
-0.84 |
114.922 |
|
92.094 |
22.828 |
24.79 |
|
18.84 |
| |  |
 |
 |
 |
|
 |
Dow |
45.626 |
8/12/24 |
-0.84 |
48.510 |
|
53.564 |
-5.054 |
-9.44 |
|
-0.18 |
| |  |
 |
 |
 |
L |
 |
Vertex |
405.857 |
8/12/24 |
-0.84 |
301.717 |
|
287.763 |
13.954 |
4.85 |
|
4.04 |
| |  |
 |
 |
 |
L |
 |
Adtalem |
62.437 |
8/12/24 |
-0.85 |
39.528 |
|
34.719 |
4.809 |
13.85 |
|
9.82 |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
143.248 |
8/12/24 |
-0.87 |
115.280 |
|
93.405 |
21.876 |
23.42 |
|
18.54 |
| |  |
 |
 |
 |
|
 |
Regeneron |
979.531 |
8/12/24 |
-0.90 |
676.914 |
|
673.618 |
3.296 |
0.49 |
|
-0.53 |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
63.774 |
8/12/24 |
-0.91 |
70.484 |
|
76.811 |
-6.327 |
-8.24 |
|
-1.53 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
99.151 |
8/12/24 |
-0.93 |
92.694 |
|
101.406 |
-8.712 |
-8.59 |
|
-4.48 |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
424.196 |
8/12/24 |
-0.97 |
310.664 |
|
322.214 |
-11.550 |
-3.58 |
|
-1.35 |
| |
|
⇓instrument |
freshest |
Δday |
8/07/23 |
⇓ Δwk |
1/30/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
142.322 |
8/12/24 |
-0.97 |
104.271 |
|
120.925 |
-16.654 |
-13.77 |
|
-7.19 |
| |  |
 |
 |
 |
L |
 |
Array Tech |
6.142 |
8/12/24 |
-0.99 |
15.509 |
|
21.457 |
-5.948 |
-27.72 |
|
-16.72 |
| |  |
 |
 |
 |
|
 |
Adobe |
463.890 |
8/12/24 |
-1.00 |
462.842 |
|
336.832 |
126.009 |
37.41 |
|
35.71 |
| |  |
 |
 |
 |
|
 |
Fastenal |
57.413 |
8/12/24 |
-1.02 |
50.004 |
|
45.212 |
4.792 |
10.60 |
|
3.30 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
207.232 |
8/12/24 |
-1.02 |
195.960 |
|
236.663 |
-40.703 |
-17.20 |
|
-7.97 |
| |  |
 |
 |
 |
L |
 |
Plug Power |
1.704 |
8/12/24 |
-1.02 |
9.655 |
|
16.095 |
-6.440 |
-40.01 |
|
-21.52 |
| |  |
 |
 |
 |
|
 |
IBM |
165.555 |
8/12/24 |
-1.03 |
127.722 |
|
130.920 |
-3.198 |
-2.44 |
|
3.07 |
| |  |
 |
 |
 |
|
 |
Landstar System |
161.736 |
8/12/24 |
-1.04 |
173.383 |
|
158.449 |
14.934 |
9.43 |
|
9.60 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
70.938 |
8/12/24 |
-1.04 |
74.022 |
|
76.018 |
-1.995 |
-2.62 |
|
-5.35 |
| |  |
 |
 |
 |
|
 |
Zscaler |
150.762 |
8/12/24 |
-1.04 |
126.988 |
|
114.215 |
12.773 |
11.18 |
|
4.54 |
| |  |
 |
 |
 |
|
 |
GlobalFoundries |
37.771 |
8/12/24 |
-1.05 |
51.681 |
|
54.136 |
-2.455 |
-4.53 |
|
-7.79 |
| |  |
 |
 |
 |
S |
 |
MongoDB |
203.029 |
8/12/24 |
-1.08 |
347.352 |
|
194.183 |
153.169 |
78.88 |
|
62.76 |
| |  |
 |
 |
 |
L |
 |
Ormat Technologies |
62.655 |
8/12/24 |
-1.10 |
68.894 |
|
83.816 |
-14.922 |
-17.80 |
|
-15.50 |
| |  |
 |
 |
 |
L |
 |
General Motors |
37.562 |
8/12/24 |
-1.13 |
32.407 |
|
33.630 |
-1.223 |
-3.64 |
|
-5.27 |
| |  |
 |
 |
 |
|
 |
Constellation Energy |
163.676 |
8/12/24 |
-1.16 |
90.650 |
|
77.651 |
12.999 |
16.74 |
|
14.98 |
| |  |
 |
 |
 |
|
 |
Automatic Data |
226.401 |
8/12/24 |
-1.17 |
219.149 |
|
222.377 |
-3.228 |
-1.45 |
|
1.85 |
| |  |
 |
 |
 |
S |
 |
Dollar Tree |
82.043 |
8/12/24 |
-1.21 |
130.885 |
|
139.345 |
-8.461 |
-6.07 |
|
-4.44 |
| |  |
 |
 |
 |
|
 |
Marsh & McLennan |
189.905 |
8/12/24 |
-1.23 |
167.800 |
|
160.129 |
7.671 |
4.79 |
|
6.34 |
| |  |
 |
 |
 |
|
 |
GE HealthCare |
71.969 |
8/12/24 |
-1.24 |
66.045 |
|
65.986 |
0.060 |
0.09 |
|
-na- |
| |  |
 |
 |
 |
L |
 |
eBay |
48.763 |
8/12/24 |
-1.26 |
38.313 |
|
43.984 |
-5.671 |
-12.89 |
|
-6.16 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
172.553 |
8/12/24 |
-1.26 |
219.700 |
|
132.664 |
87.036 |
65.61 |
|
19.82 |
| |  |
 |
 |
 |
|
 |
Airbnb |
99.273 |
8/12/24 |
-1.27 |
125.118 |
|
97.105 |
28.013 |
28.85 |
|
19.94 |
| |  |
 |
 |
 |
L |
 |
Fox A |
33.927 |
8/12/24 |
-1.27 |
28.903 |
|
30.150 |
-1.247 |
-4.14 |
|
-4.43 |
| |  |
 |
 |
 |
|
 |
Roper Technologies |
454.401 |
8/12/24 |
-1.27 |
430.487 |
|
390.821 |
39.667 |
10.15 |
|
7.31 |
| |  |
 |
 |
 |
L |
 |
United Natural Foods |
10.764 |
8/12/24 |
-1.28 |
18.340 |
|
37.506 |
-19.166 |
-51.10 |
|
-37.60 |
| |
|
⇓instrument |
freshest |
Δday |
8/07/23 |
⇓ Δwk |
1/30/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Cadence |
232.972 |
8/12/24 |
-1.29 |
203.090 |
|
169.265 |
33.825 |
19.98 |
|
16.14 |
| |  |
 |
 |
 |
|
 |
Ryder System |
115.193 |
8/12/24 |
-1.29 |
89.767 |
|
86.308 |
3.460 |
4.01 |
|
14.32 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
183.248 |
8/12/24 |
-1.29 |
148.639 |
|
171.988 |
-23.349 |
-13.58 |
|
-9.01 |
| |  |
 |
 |
 |
|
 |
ON Semiconductor |
61.484 |
8/12/24 |
-1.30 |
90.510 |
|
65.543 |
24.967 |
38.09 |
|
30.22 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
45.486 |
8/12/24 |
-1.33 |
39.370 |
|
41.557 |
-2.187 |
-5.26 |
|
-1.09 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
39.196 |
8/12/24 |
-1.34 |
46.316 |
|
43.837 |
2.480 |
5.66 |
|
4.50 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
166.551 |
8/12/24 |
-1.35 |
178.835 |
|
148.980 |
29.855 |
20.04 |
|
23.32 |
| |  |
 |
 |
 |
S |
 |
Comcast |
33.665 |
8/12/24 |
-1.41 |
39.711 |
|
37.155 |
2.556 |
6.88 |
|
15.13 |
| |  |
 |
 |
 |
|
 |
Copart |
43.914 |
8/12/24 |
-1.43 |
39.091 |
|
29.929 |
9.162 |
30.61 |
|
22.34 |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
36.234 |
8/12/24 |
-1.43 |
35.054 |
|
43.994 |
-8.940 |
-20.32 |
|
-4.26 |
| |  |
 |
 |
 |
S |
 |
CSX |
29.270 |
8/12/24 |
-1.47 |
27.767 |
|
29.578 |
-1.811 |
-6.12 |
|
-4.14 |
| |  |
 |
 |
 |
|
 |
Kadant |
253.644 |
8/12/24 |
-1.48 |
188.848 |
|
185.046 |
3.802 |
2.05 |
|
5.08 |
| |  |
 |
 |
 |
|
 |
Marriott |
187.573 |
8/12/24 |
-1.51 |
178.853 |
|
155.985 |
22.868 |
14.66 |
|
16.93 |
| |  |
 |
 |
 |
|
 |
Capital One |
115.437 |
8/12/24 |
-1.56 |
100.715 |
|
98.859 |
1.856 |
1.88 |
|
6.37 |
| |  |
 |
 |
 |
|
 |
FuelCell Energy |
0.385 |
8/12/24 |
-1.61 |
1.669 |
|
3.415 |
-1.746 |
-51.13 |
|
-38.00 |
| |  |
 |
 |
 |
L |
 |
Hannon Armstrong SIC |
26.395 |
8/12/24 |
-1.63 |
18.969 |
|
31.221 |
-12.252 |
-39.24 |
|
-30.67 |
| |  |
 |
 |
 |
S |
 |
Cognizant |
63.905 |
8/12/24 |
-1.72 |
62.323 |
|
59.286 |
3.038 |
5.12 |
|
8.20 |
| |  |
 |
 |
 |
|
 |
Steelcase |
10.738 |
8/12/24 |
-1.76 |
7.488 |
|
6.792 |
0.695 |
10.24 |
|
2.34 |
| |  |
 |
 |
 |
S |
 |
Intel |
16.915 |
8/12/24 |
-1.78 |
30.782 |
|
27.936 |
2.846 |
10.19 |
|
10.82 |
| |  |
 |
 |
 |
|
 |
PayPal |
55.447 |
8/12/24 |
-1.95 |
56.286 |
|
73.369 |
-17.083 |
-23.28 |
|
-20.64 |
| |  |
 |
 |
 |
S |
 |
Potlatch |
35.701 |
8/12/24 |
-1.99 |
44.508 |
|
43.089 |
1.419 |
3.29 |
|
1.96 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
201.893 |
8/12/24 |
-2.02 |
195.104 |
|
189.292 |
5.812 |
3.07 |
|
2.22 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
145.747 |
8/12/24 |
-2.19 |
137.106 |
|
130.172 |
6.934 |
5.33 |
|
1.94 |
| |  |
 |
 |
 |
|
 |
Boeing |
143.405 |
8/12/24 |
-2.25 |
208.166 |
|
193.777 |
14.390 |
7.43 |
|
20.86 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
48.763 |
8/12/24 |
-2.28 |
64.577 |
|
80.475 |
-15.898 |
-19.75 |
|
-16.94 |
| |
|
⇓instrument |
freshest |
Δday |
8/07/23 |
⇓ Δwk |
1/30/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
The Trade Desk |
84.787 |
8/12/24 |
-2.28 |
74.966 |
|
45.424 |
29.542 |
65.04 |
|
38.67 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
8.615 |
8/12/24 |
-2.38 |
11.306 |
|
11.813 |
-0.507 |
-4.29 |
|
-6.52 |
| |  |
 |
 |
 |
S |
 |
CoStar |
62.935 |
8/12/24 |
-2.50 |
71.253 |
|
72.677 |
-1.424 |
-1.96 |
|
0.32 |
| |  |
 |
 |
 |
|
 |
United Airlines |
35.316 |
8/12/24 |
-2.51 |
46.902 |
|
45.479 |
1.422 |
3.13 |
|
14.80 |
| |  |
 |
 |
 |
S |
 |
Xerox |
8.484 |
8/12/24 |
-2.51 |
13.552 |
|
15.735 |
-2.184 |
-13.88 |
|
-5.51 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
8.397 |
8/12/24 |
-2.54 |
13.971 |
|
14.923 |
-0.952 |
-6.38 |
|
3.02 |
| |  |
 |
 |
 |
L |
 |
Bloom Energy |
9.733 |
8/12/24 |
-3.05 |
13.735 |
|
23.404 |
-9.669 |
-41.31 |
|
-23.53 |
| |  |
 |
 |
 |
S |
 |
Kraft Heinz |
29.855 |
8/12/24 |
-3.12 |
30.581 |
|
37.155 |
-6.575 |
-17.69 |
|
-13.65 |
| |  |
 |
 |
 |
L |
 |
Sunrun |
15.142 |
8/12/24 |
-3.13 |
15.334 |
|
24.761 |
-9.427 |
-38.07 |
|
-27.96 |
| |  |
 |
 |
 |
|
 |
MillerKnoll |
23.713 |
8/12/24 |
-3.49 |
17.396 |
|
21.069 |
-3.673 |
-17.43 |
|
-4.42 |
| |  |
 |
 |
 |
|
 |
Simon Property |
133.768 |
8/12/24 |
-3.51 |
104.551 |
|
115.332 |
-10.781 |
-9.35 |
|
0.73 |
| |  |
 |
 |
 |
L |
 |
Charter Comm |
306.470 |
8/12/24 |
-3.75 |
366.469 |
|
365.469 |
1.000 |
0.27 |
|
8.27 |
| |  |
 |
 |
 |
L |
 |
Moderna |
71.026 |
8/12/24 |
-4.29 |
88.422 |
|
181.752 |
-93.330 |
-51.35 |
|
-34.69 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
72.616 |
8/12/24 |
-4.43 |
195.995 |
|
179.223 |
16.772 |
9.36 |
|
11.15 |
| |  |
 |
 |
 |
L |
 |
Sunnova Energy |
5.784 |
8/12/24 |
-4.47 |
13.761 |
|
18.937 |
-5.176 |
-27.33 |
|
-21.87 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
8.912 |
8/12/24 |
-4.49 |
26.107 |
|
33.842 |
-7.735 |
-22.86 |
|
-18.97 |
| |  |
 |
 |
 |
|
 |
Warner Bros. Disc |
5.863 |
8/12/24 |
-4.55 |
12.643 |
|
12.468 |
0.175 |
1.40 |
|
7.81 |
| |  |
 |
 |
 |
L |
 |
SunPower |
0.175 |
8/12/24 |
-4.76 |
7.558 |
|
15.144 |
-7.587 |
-50.10 |
|
-46.45 |
| |  |
 |
 |
 |
S |
 |
Sirius XM |
2.604 |
8/12/24 |
-5.10 |
4.203 |
|
5.427 |
-1.224 |
-22.55 |
|
-7.27 |
| |  |
 |
 |
 |
|
 |
Altus Power |
2.569 |
8/12/24 |
-6.96 |
5.330 |
|
7.097 |
-1.767 |
-24.90 |
|
-14.06 |
| USA - 219 out of 219 instruments rated - 8/07/23 / 1/30/23 - 102 did rise, Market-Ratio(27) in CHF = 46.58 % |
| Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions United States in Swiss Franc * L27 - 44 ex 7 (1)
|
⇐ |
| |
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | | | long |
1/02/06 |
9/04/06 |
245 |
 |
 |
 |
Monster Beverage |
100 |
4,405 |
|
2.270 |
2.873 |
|
0.603 |
27 |
12,656 |
42 |
|
| |
9/04/06 |
1/15/07 |
133 |
 |
 |
 |
Illumina |
100 |
589 |
|
21.481 |
24.185 |
|
2.704 |
13 |
14,249 |
38 |
|
| |
1/15/07 |
9/24/07 |
252 |
 |
 |
 |
Align Technology |
100 |
796 |
|
17.899 |
30.007 |
|
12.108 |
68 |
23,887 |
111 |
|
| |
9/24/07 |
11/12/07 |
49 |
 |
 |
 |
Amazon.com |
100 |
4,400 |
|
5.429 |
4.321 |
|
-1.107 |
-20 |
19,015 |
-82 |
|
| |
11/12/07 |
11/26/07 |
14 |
 |
 |
 |
First Solar |
100 |
79 |
|
238.662 |
261.434 |
|
22.772 |
10 |
20,814 |
976 |
|
| 11/26/07 |
12/03/07 |
7 |
|
- cash - |
| |
12/03/07 |
1/07/08 |
35 |
 |
 |
 |
First Solar |
100 |
78 |
|
266.541 |
244.969 |
|
-21.572 |
-8 |
19,131 |
-59 |
|
| 1/07/08 |
5/19/08 |
133 |
|
- cash - |
| |
5/19/08 |
5/26/08 |
7 |
 |
 |
 |
First Solar |
100 |
65 |
|
291.781 |
274.329 |
|
-17.451 |
-6 |
17,997 |
-96 |
|
| 5/26/08 |
6/02/08 |
7 |
|
- cash - |
| |
6/02/08 |
6/09/08 |
7 |
 |
 |
 |
Mastercard |
100 |
539 |
|
33.350 |
29.687 |
|
-3.663 |
-11 |
16,023 |
-100 |
|
| 6/09/08 |
8/11/08 |
63 |
|
- cash - |
| |
8/11/08 |
8/25/08 |
14 |
 |
 |
 |
Old Dominion FL |
100 |
2,581 |
|
6.207 |
5.362 |
|
-0.844 |
-14 |
13,843 |
-98 |
|
| |
8/25/08 |
9/01/08 |
7 |
 |
 |
 |
First Solar |
100 |
45 |
|
303.898 |
259.925 |
|
-43.973 |
-14 |
11,864 |
-100 |
|
| 9/01/08 |
9/08/08 |
7 |
|
- cash - |
| |
9/08/08 |
9/29/08 |
21 |
 |
 |
 |
Ross Stores |
100 |
1,026 |
|
11.553 |
9.870 |
|
-1.683 |
-15 |
10,138 |
-94 |
|
| 9/29/08 |
5/04/09 |
217 |
|
- cash - |
| |
5/04/09 |
5/11/09 |
7 |
 |
 |
 |
Keurig Dr Pepper |
100 |
434 |
|
23.326 |
22.838 |
|
-0.488 |
-2 |
9,926 |
-67 |
|
| 5/11/09 |
5/18/09 |
7 |
|
- cash - |
| |
5/18/09 |
5/10/10 |
357 |
 |
 |
 |
Avis Budget |
100 |
2,580 |
|
3.846 |
13.863 |
|
10.016 |
260 |
35,769 |
271 |
|
| |
5/10/10 |
7/05/10 |
56 |
 |
 |
 |
United Airlines |
100 |
1,663 |
|
21.497 |
19.812 |
|
-1.685 |
-8 |
32,967 |
-41 |
|
| 7/05/10 |
7/26/10 |
21 |
|
- cash - |
| |
7/26/10 |
12/06/10 |
133 |
 |
 |
 |
United Airlines |
100 |
1,288 |
|
25.576 |
26.314 |
|
0.738 |
3 |
33,918 |
8 |
|
| |
12/06/10 |
5/09/11 |
154 |
 |
 |
 |
Netflix |
100 |
1,261 |
|
26.897 |
29.683 |
|
2.786 |
10 |
37,431 |
26 |
|
| |
5/09/11 |
7/25/11 |
77 |
 |
 |
 |
Fortinet |
100 |
8,977 |
|
4.170 |
3.370 |
|
-0.800 |
-19 |
30,253 |
-64 |
|
| |
7/25/11 |
8/08/11 |
14 |
 |
 |
 |
Plug Power |
100 |
16,357 |
|
1.849 |
1.301 |
|
-0.548 |
-30 |
21,288 |
-100 |
|
| 8/08/11 |
10/24/11 |
77 |
|
- cash - |
| |
10/24/11 |
10/31/11 |
7 |
 |
 |
 |
Plug Power |
100 |
10,912 |
|
1.951 |
1.942 |
|
-0.009 |
0 |
21,194 |
-20 |
|
| 10/31/11 |
12/26/11 |
56 |
|
- cash - |
| |
12/26/11 |
1/09/12 |
14 |
 |
 |
 |
Plug Power |
100 |
10,869 |
|
1.950 |
1.777 |
|
-0.172 |
-9 |
19,321 |
-91 |
|
| 1/09/12 |
1/16/12 |
7 |
|
- cash - |
| |
1/16/12 |
3/12/12 |
56 |
 |
 |
 |
Plug Power |
100 |
10,402 |
|
1.857 |
1.562 |
|
-0.295 |
-16 |
16,250 |
-68 |
|
| |
3/12/12 |
1/21/13 |
315 |
 |
 |
 |
Regeneron |
100 |
160 |
|
101.218 |
163.543 |
|
62.325 |
62 |
26,222 |
74 |
|
| |
1/21/13 |
2/03/14 |
378 |
 |
 |
 |
SunPower |
100 |
3,517 |
|
7.455 |
26.262 |
|
18.807 |
252 |
92,367 |
237 |
|
| |
2/03/14 |
11/17/14 |
287 |
 |
 |
 |
Plug Power |
100 |
36,087 |
|
2.560 |
3.590 |
|
1.030 |
40 |
129,545 |
54 |
|
| |
11/17/14 |
3/30/15 |
133 |
 |
 |
 |
Southwest Airlines |
100 |
3,436 |
|
37.702 |
43.123 |
|
5.421 |
14 |
148,172 |
45 |
|
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | | | |
3/30/15 |
8/17/15 |
140 |
 |
 |
 |
Palo Alto Networks |
100 |
3,092 |
|
47.918 |
57.284 |
|
9.366 |
20 |
177,132 |
59 |
|
| |
8/17/15 |
8/24/15 |
7 |
 |
 |
 |
Netflix |
100 |
1,445 |
|
122.565 |
90.188 |
|
-32.377 |
-26 |
130,347 |
-100 |
|
| 8/24/15 |
10/26/15 |
63 |
|
- cash - |
| |
10/26/15 |
11/16/15 |
21 |
 |
 |
 |
Energy Recovery |
100 |
18,571 |
|
7.019 |
7.573 |
|
0.554 |
8 |
140,643 |
275 |
|
| 11/16/15 |
11/30/15 |
14 |
|
- cash - |
| |
11/30/15 |
12/28/15 |
28 |
 |
 |
 |
Energy Recovery |
100 |
18,623 |
|
7.552 |
7.016 |
|
-0.536 |
-7 |
130,660 |
-62 |
|
| 12/28/15 |
1/04/16 |
7 |
|
- cash - |
| |
1/04/16 |
1/11/16 |
7 |
 |
 |
 |
Energy Recovery |
100 |
18,868 |
|
6.925 |
6.199 |
|
-0.726 |
-10 |
116,970 |
-100 |
|
| 1/11/16 |
2/29/16 |
49 |
|
- cash - |
| |
2/29/16 |
11/21/16 |
266 |
 |
 |
 |
Energy Recovery |
100 |
16,133 |
|
7.250 |
11.910 |
|
4.660 |
64 |
192,150 |
98 |
|
| |
11/21/16 |
5/08/17 |
168 |
 |
 |
 |
AMD |
100 |
21,312 |
|
9.016 |
10.022 |
|
1.006 |
11 |
213,589 |
26 |
|
| |
5/08/17 |
7/31/17 |
84 |
 |
 |
 |
Micron Technology |
100 |
7,625 |
|
28.009 |
27.160 |
|
-0.848 |
-3 |
207,120 |
-13 |
|
| |
7/31/17 |
12/18/17 |
140 |
 |
 |
 |
NVidia |
100 |
52,744 |
|
3.927 |
4.875 |
|
0.949 |
24 |
257,147 |
76 |
|
| |
12/18/17 |
9/17/18 |
273 |
 |
 |
 |
Enphase Energy |
100 |
101,934 |
|
2.523 |
3.742 |
|
1.219 |
48 |
381,394 |
69 |
|
| |
9/17/18 |
10/29/18 |
42 |
 |
 |
 |
AMD |
100 |
12,227 |
|
31.193 |
16.871 |
|
-14.322 |
-46 |
206,278 |
-100 |
|
| |
10/29/18 |
12/17/18 |
49 |
 |
 |
 |
MongoDB |
100 |
2,799 |
|
73.690 |
82.228 |
|
8.538 |
12 |
230,177 |
126 |
|
| 12/17/18 |
2/04/19 |
49 |
|
- cash - |
| |
2/04/19 |
9/09/19 |
217 |
 |
 |
 |
The Trade Desk |
100 |
15,207 |
|
15.135 |
21.179 |
|
6.044 |
40 |
322,086 |
76 |
|
| |
9/09/19 |
3/09/20 |
182 |
 |
 |
 |
Enphase Energy |
100 |
13,653 |
|
23.591 |
40.137 |
|
16.546 |
70 |
547,988 |
190 |
|
| 3/09/20 |
6/08/20 |
91 |
|
- cash - |
| |
6/08/20 |
6/15/20 |
7 |
 |
 |
 |
FuelCell Energy |
100 |
211,630 |
|
2.589 |
2.409 |
|
-0.181 |
-7 |
509,740 |
-98 |
|
| 6/15/20 |
7/20/20 |
35 |
|
- cash - |
| |
7/20/20 |
3/08/21 |
231 |
 |
 |
 |
Tesla Motors |
100 |
4,954 |
|
102.874 |
175.411 |
|
72.537 |
71 |
869,088 |
132 |
|
| |
3/08/21 |
7/12/21 |
126 |
 |
 |
 |
FuelCell Energy |
100 |
73,677 |
|
11.796 |
7.340 |
|
-4.456 |
-38 |
540,766 |
-75 |
|
| |
7/12/21 |
11/08/21 |
119 |
 |
 |
 |
Moderna |
100 |
2,468 |
|
219.034 |
223.401 |
|
4.367 |
2 |
551,543 |
6 |
|
| |
11/08/21 |
2/21/22 |
105 |
 |
 |
 |
Avis Budget |
100 |
2,060 |
|
267.610 |
146.863 |
|
-120.747 |
-45 |
302,804 |
-88 |
|
| 2/21/22 |
3/21/22 |
28 |
|
- cash - |
| |
3/21/22 |
4/25/22 |
35 |
 |
 |
 |
Avis Budget |
100 |
1,196 |
|
253.056 |
287.181 |
|
34.125 |
13 |
343,618 |
274 |
|
| 4/25/22 |
8/15/22 |
112 |
|
- cash - |
| |
8/15/22 |
8/22/22 |
7 |
 |
 |
 |
Array Tech |
100 |
15,862 |
|
21.662 |
19.764 |
|
-1.898 |
-9 |
313,515 |
-99 |
|
| 8/22/22 |
9/12/22 |
21 |
|
- cash - |
| |
9/12/22 |
9/19/22 |
7 |
 |
 |
 |
Enphase Energy |
100 |
1,067 |
|
293.756 |
305.152 |
|
11.396 |
4 |
325,675 |
628 |
|
| 9/19/22 |
11/14/22 |
56 |
|
- cash - |
| |
11/14/22 |
2/27/23 |
105 |
 |
 |
 |
First Solar |
100 |
2,250 |
|
144.723 |
155.517 |
|
10.795 |
7 |
349,963 |
28 |
|
| 2/27/23 |
3/06/23 |
7 |
|
- cash - |
| |
3/06/23 |
3/20/23 |
14 |
 |
 |
 |
First Solar |
100 |
1,770 |
|
197.707 |
189.925 |
|
-7.782 |
-4 |
336,189 |
-65 |
|
| 3/20/23 |
3/27/23 |
7 |
|
- cash - |
| |
3/27/23 |
6/19/23 |
84 |
 |
 |
 |
First Solar |
100 |
1,747 |
|
192.425 |
169.332 |
|
-23.093 |
-12 |
295,846 |
-43 |
|
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | | | |
6/19/23 |
10/23/23 |
126 |
 |
 |
 |
NVidia |
100 |
7,734 |
|
38.251 |
38.302 |
|
0.050 |
0 |
296,234 |
0 |
|
| 10/23/23 |
11/06/23 |
14 |
|
- cash - |
| |
11/06/23 |
8/12/24 |
280 |
 |
 |
 |
NVidia |
100 |
7,213 |
|
41.066 |
98.514 |
|
57.447 |
140 |
710,602 |
213 |
|
| accum | 1/02/06 |
8/12/24 | 6239 |
days out of 7394 invested (84%) |
7,006 |
710,602 |
28 |
|
Instrument Related Contribution
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| SunPower | long | 1/21/13 | 2/03/14 | 378 | 7.45 | 26.26 | | 18.81 | 252.29 | | | 252.29 |
| NVidia | | 7/31/17 | 12/18/17 | 140 | 3.93 | 4.88 | | 0.95 | 24.15 | | | |
| | | 6/19/23 | 10/23/23 | 126 | 38.25 | 38.30 | | 0.05 | 0.13 | | | |
| | | 11/06/23 | 8/12/24 | 280 | 41.07 | 98.51 | | 57.45 | 139.89 | | | 198.22 |
| Enphase Energy | | 12/18/17 | 9/17/18 | 273 | 2.52 | 3.74 | | 1.22 | 48.32 | | | |
| | | 9/09/19 | 3/09/20 | 182 | 23.59 | 40.14 | | 16.55 | 70.14 | | | |
| | | 9/12/22 | 9/19/22 | 7 | 293.76 | 305.15 | | 11.40 | 3.88 | | | 162.13 |
| Avis Budget | | 5/18/09 | 5/10/10 | 357 | 3.85 | 13.86 | | 10.02 | 260.41 | | | |
| | | 11/08/21 | 2/21/22 | 105 | 267.61 | 146.86 | | -120.75 | -45.12 | | | |
| | | 3/21/22 | 4/25/22 | 35 | 253.06 | 287.18 | | 34.13 | 13.49 | | | 124.47 |
| Tesla Motors | | 7/20/20 | 3/08/21 | 231 | 102.87 | 175.41 | | 72.54 | 70.51 | | | 70.51 |
| Align Technology | | 1/15/07 | 9/24/07 | 252 | 17.90 | 30.01 | | 12.11 | 67.65 | | | 67.65 |
| Regeneron | | 3/12/12 | 1/21/13 | 315 | 101.22 | 163.54 | | 62.32 | 61.57 | | | 61.57 |
| Energy Recovery | | 10/26/15 | 11/16/15 | 21 | 7.02 | 7.57 | | 0.55 | 7.90 | | | |
| | | 11/30/15 | 12/28/15 | 28 | 7.55 | 7.02 | | -0.54 | -7.10 | | | |
| | | 1/04/16 | 1/11/16 | 7 | 6.92 | 6.20 | | -0.73 | -10.48 | | | |
| | | 2/29/16 | 11/21/16 | 266 | 7.25 | 11.91 | | 4.66 | 64.28 | | | 47.42 |
| The Trade Desk | | 2/04/19 | 9/09/19 | 217 | 15.14 | 21.18 | | 6.04 | 39.93 | | | 39.93 |
| Monster Beverage | | 1/02/06 | 9/04/06 | 245 | 2.27 | 2.87 | | 0.60 | 26.56 | | | 26.56 |
| Palo Alto Networks | | 3/30/15 | 8/17/15 | 140 | 47.92 | 57.28 | | 9.37 | 19.55 | | | 19.55 |
| Southwest Airlines | | 11/17/14 | 3/30/15 | 133 | 37.70 | 43.12 | | 5.42 | 14.38 | | | 14.38 |
| Illumina | | 9/04/06 | 1/15/07 | 133 | 21.48 | 24.19 | | 2.70 | 12.59 | | | 12.59 |
| MongoDB | | 10/29/18 | 12/17/18 | 49 | 73.69 | 82.23 | | 8.54 | 11.59 | | | 11.59 |
| Moderna | | 7/12/21 | 11/08/21 | 119 | 219.03 | 223.40 | | 4.37 | 1.99 | | | 1.99 |
| Keurig Dr Pepper | | 5/04/09 | 5/11/09 | 7 | 23.33 | 22.84 | | -0.49 | -2.09 | | | -2.09 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| Micron Technology | | 5/08/17 | 7/31/17 | 84 | 28.01 | 27.16 | | -0.85 | -3.03 | | | -3.03 |
| United Airlines | | 5/10/10 | 7/05/10 | 56 | 21.50 | 19.81 | | -1.68 | -7.84 | | | |
| | | 7/26/10 | 12/06/10 | 133 | 25.58 | 26.31 | | 0.74 | 2.89 | | | -5.18 |
| Array Tech | | 8/15/22 | 8/22/22 | 7 | 21.66 | 19.76 | | -1.90 | -8.76 | | | -8.76 |
| Mastercard | | 6/02/08 | 6/09/08 | 7 | 33.35 | 29.69 | | -3.66 | -10.98 | | | -10.98 |
| Old Dominion FL | | 8/11/08 | 8/25/08 | 14 | 6.21 | 5.36 | | -0.84 | -13.61 | | | -13.61 |
| Ross Stores | | 9/08/08 | 9/29/08 | 21 | 11.55 | 9.87 | | -1.68 | -14.57 | | | -14.57 |
| Netflix | | 12/06/10 | 5/09/11 | 154 | 26.90 | 29.68 | | 2.79 | 10.36 | | | |
| | | 8/17/15 | 8/24/15 | 7 | 122.56 | 90.19 | | -32.38 | -26.42 | | | -18.79 |
| Fortinet | | 5/09/11 | 7/25/11 | 77 | 4.17 | 3.37 | | -0.80 | -19.18 | | | -19.18 |
| Amazon.com | | 9/24/07 | 11/12/07 | 49 | 5.43 | 4.32 | | -1.11 | -20.40 | | | -20.40 |
| Plug Power | | 7/25/11 | 8/08/11 | 14 | 1.85 | 1.30 | | -0.55 | -29.64 | | | |
| | | 10/24/11 | 10/31/11 | 7 | 1.95 | 1.94 | | -0.01 | -0.44 | | | |
| | | 12/26/11 | 1/09/12 | 14 | 1.95 | 1.78 | | -0.17 | -8.84 | | | |
| | | 1/16/12 | 3/12/12 | 56 | 1.86 | 1.56 | | -0.30 | -15.90 | | | |
| | | 2/03/14 | 11/17/14 | 287 | 2.56 | 3.59 | | 1.03 | 40.25 | | | -24.67 |
| First Solar | | 11/12/07 | 11/26/07 | 14 | 238.66 | 261.43 | | 22.77 | 9.54 | | | |
| | | 12/03/07 | 1/07/08 | 35 | 266.54 | 244.97 | | -21.57 | -8.09 | | | |
| | | 5/19/08 | 5/26/08 | 7 | 291.78 | 274.33 | | -17.45 | -5.98 | | | |
| | | 8/25/08 | 9/01/08 | 7 | 303.90 | 259.92 | | -43.97 | -14.47 | | | |
| | | 11/14/22 | 2/27/23 | 105 | 144.72 | 155.52 | | 10.79 | 7.46 | | | |
| | | 3/06/23 | 3/20/23 | 14 | 197.71 | 189.93 | | -7.78 | -3.94 | | | |
| | | 3/27/23 | 6/19/23 | 84 | 192.42 | 169.33 | | -23.09 | -12.00 | | | -26.46 |
| AMD | | 11/21/16 | 5/08/17 | 168 | 9.02 | 10.02 | | 1.01 | 11.16 | | | |
| | | 9/17/18 | 10/29/18 | 42 | 31.19 | 16.87 | | -14.32 | -45.91 | | | -39.88 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| FuelCell Energy | | 6/08/20 | 6/15/20 | 7 | 2.59 | 2.41 | | -0.18 | -6.98 | | | |
| | | 3/08/21 | 7/12/21 | 126 | 11.80 | 7.34 | | -4.46 | -37.78 | | | -42.12 |
Annotations
| 6/10/24 | NVidia | | | stock split 1:10 (ten for one) |
| 2/26/24 | Walmart | | | stock split 1:3 (three for one) |
| 8/22/23 | Copart | | | stock split 1:2 (two for one) |
| 4/01/23 | Monster Beverage | | | stock split 1:2 (two for one) |
| 11/04/22 | Copart | | | stock split 1:2 (two 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) |
| | Alphabet A | | | stock split 1:20 (twenty for one) |
| 6/06/22 | Amazon.com | | | stock split 1:20 (twenty for one) |
| 10/05/21 | Intuitive Surgical | | | stock split 1:3 (three for one) |
| 8/02/21 | General Electric | | | reverse stock split 8:1 (eight become one) |
| 7/20/21 | NVidia | | | stock split 1:4 (four for one) |
| 6/29/21 | CSX | | | stock split 1:3 (three for one) |
| 6/28/21 | CoStar | | | stock split 1:10 (ten for one) |
| 4/03/20 | Raytheon Tech | | | spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger |
| 5/23/19 | Fastenal | | | stock split 1:2 (two for one) |
| 3/20/18 | Fiserv | | | stock split 1:2 (two for one) |
| 3/02/18 | Priceline | | | changed name to Booking Holdings |
| 1/02/18 | HealthSouth | | | renames herself Encompass Health Corporation and gets new IDs and ticker |
| 6/15/17 | Xerox | | | reverse stock split 4:1 (one for four) |
| 2/21/17 | Comcast | | | split 1:2 (two for one) |
| 11/10/16 | Monster Beverage | | | stock split 1:3 (three for one) |
| 1/25/16 | HealthSouth | | | recording started |
| 1/01/16 | Sunrun | | | recording started |
| 12/24/15 | Nike | | | stock split 1:2 (two for one) |
| 11/02/15 | Hewlett-Packard | | | forward stock split 1000:2202 (two thousand two hundred and two for one thousand) |
| | Hewlett-Packard | | | spin-off of HP Enterprise |
| 10/02/15 | Google A | | | changes name to Alphabet |
| 7/20/15 | eBay | | | spin-off of PayPal ratio 2790 : 3839 |
| | PayPal | | | recording started |
| 7/14/15 | Netflix | | | forward stock split 1:7 (seven for one) |
| 6/30/15 | Priceline | | | joins the S&P 100 |
| | Baxter | | | drops out of S&P 100 |
| 6/12/15 | Ross Stores | | | forward stock split 1:2 (two for one) |
| 4/09/15 | Starbucks | | | forward stock split 1:2 (two for one) |
| 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 |
|
|