Share-o-matic

Sat, Dec 6th, 2025, 9:10UTC

Assessment - United States in Pound sterling - 8/27/07 - RS = 39

historical assessment - show freshest

		instrument	freshest		⇓ Δday	8/27/07	⇓ Δwk	11/27/06	prc diff	⇓ Δ39	⇓∅-RS
		S&P 500	2,653.241	8/12/24		728.193		715.009	13.184	1.84	-0.53
	L	3M	61.242	8/12/24	-0.65	44.035		41.512	2.524	6.08	7.72
		Abbott Labs	53.518	8/12/24	-0.84	12.910		12.001	0.909	7.57	-2.68
		AbbVie	94.416	8/12/24	0.13						-na-
		Adobe	263.582	8/12/24	-1.00	20.260		20.810	-0.550	-2.64	-0.56
	L	Adtalem	35.477	8/12/24	-0.85	17.296		13.297	3.999	30.07	19.37
	L	AES	8.296	8/12/24	0.30	9.130		11.859	-2.729	-23.01	-17.31
		Airbnb	56.407	8/12/24	-1.27						-na-
		Alaska Air Group	17.172	8/12/24	-0.26	3.114		5.285	-2.172	-41.09	-29.27
	L	Alphabet A	80.569	8/12/24	-0.84	6.390		6.290	0.100	1.59	5.96
	L	Alphabet C	81.394	8/12/24	-0.87	6.346		6.247	0.100	1.59	5.96
	L	Altria	24.977	8/12/24	-0.24	11.570		10.772	0.798	7.41	3.95
		Altus Power	1.460	8/12/24	-6.96						-na-
		Amazon.com	82.808	8/12/24	-0.08	1.952		1.057	0.895	84.74	72.90
		AMD	67.900	8/12/24	1.86	5.948		11.295	-5.348	-47.34	-29.79
	L	AEP	48.225	8/12/24	-0.40	22.375		21.302	1.073	5.04	0.16
		AIG	35.551	8/12/24	-0.62	665.744		726.961	-61.217	-8.42	-5.52
	S	Align Technology	106.028	8/12/24	-0.63	11.875		6.726	5.149	76.55	56.12
	S	American Airlines	4.771	8/12/24	-2.54	14.784		30.610	-15.826	-51.70	-31.88
		American Express	117.684	8/12/24	-0.34	29.767		30.434	-0.667	-2.19	-1.16
	L	American Water	70.774	8/12/24	0.20						-na-
	L	Amgen	158.865	8/12/24	-0.77	24.783		37.191	-12.408	-33.36	-23.32
	L	Analog Devices	105.288	8/12/24	0.36	18.096		16.940	1.156	6.82	2.72
		Ansys	155.544	8/12/24	0.69	15.718		11.800	3.918	33.21	23.24
	L	Apple	107.994	8/12/24	0.71	2.345		1.655	0.690	41.72	37.20
		instrument	freshest		⇓ Δday	8/27/07	⇓ Δwk	11/27/06	prc diff	⇓ Δ39	⇓∅-RS
		Applied Materials	95.860	8/12/24	1.00	10.222		9.303	0.919	9.88	6.37
	L	Array Tech	3.490	8/12/24	-0.99						-na-
	L	AstraZeneca	40.967	8/12/24	1.64	12.002		14.550	-2.548	-17.51	-16.03
	L	AT&T	9.646	8/12/24	-0.31	19.908		16.909	2.999	17.74	6.51
	S	Atlassian	69.777	8/12/24	-0.62						-na-
		Autodesk	118.935	8/12/24	-0.36	22.574		20.971	1.603	7.64	9.04
		Automatic Data	128.641	8/12/24	-1.17	23.125		25.094	-1.970	-7.85	-5.85
		Avis Budget	41.260	8/12/24	-4.43	11.488		10.384	1.104	10.63	-na-
		Baker Hughes	17.450	8/12/24	0.23	40.099		36.043	4.056	11.25	7.77
	L	Bank of America	18.950	8/12/24	-0.29	25.255		27.899	-2.644	-9.48	-4.37
		BNY Mellon	31.411	8/12/24	-0.80	20.811		18.275	2.536	13.88	3.54
	S	Baxter	18.334	8/12/24	-0.59	14.198		12.242	1.955	15.97	1.71
		Berkshire Hathaway	213.669	8/12/24	-0.30	39.374		36.807	2.567	6.97	8.34
	L	Biogen	99.807	8/12/24	-0.48	31.242		26.434	4.807	18.19	25.53
	L	Bloom Energy	5.530	8/12/24	-3.05						-na-
		Boeing	81.483	8/12/24	-2.25	48.921		45.206	3.714	8.22	6.83
		Booking	1,707.393	8/12/24	-0.11	40.158		20.143	20.015	99.37	62.95
	S	Bristol-Myers	23.363	8/12/24	0.73	14.596		12.723	1.873	14.72	5.33
		Broadcom	73.783	8/12/24	0.24						-na-
	L	C.H. Robinson	49.000	8/12/24	0.20	24.227		22.859	1.368	5.98	-0.36
		Cadence	132.374	8/12/24	-1.29	10.783		9.396	1.387	14.76	6.76
	L	California Water	25.979	8/12/24	-0.42	9.594		10.284	-0.690	-6.71	-2.62
		Capital One	65.591	8/12/24	-1.56	32.716		38.899	-6.183	-15.89	-16.56
		Caterpillar	166.823	8/12/24	-0.66	37.730		32.064	5.667	17.67	8.37
		CDW	105.298	8/12/24	-0.76						-na-
		instrument	freshest		⇓ Δday	8/27/07	⇓ Δwk	11/27/06	prc diff	⇓ Δ39	⇓∅-RS
	L	Charter Comm	174.136	8/12/24	-3.75						-na-
		Chevron	71.996	8/12/24	0.02	43.191		35.572	7.620	21.42	14.39
		Cintas	377.121	8/12/24	0.53	17.574		20.919	-3.344	-15.99	-9.42
	S	Cisco Systems	22.271	8/12/24	-1.34	15.440		13.349	2.091	15.66	14.45
		Citigroup	28.715	8/12/24		237.255		258.136	-20.881	-8.09	-10.27
	L	Coca-Cola	33.843	8/12/24	-0.74	13.407		12.043	1.364	11.33	7.10
	S	Cognizant	36.311	8/12/24	-1.72	9.034		10.051	-1.017	-10.12	-12.50
	L	Colgate-Palmolive	50.281	8/12/24	-0.77	16.440		16.818	-0.378	-2.25	-1.93
	S	Comcast	19.128	8/12/24	-1.41	6.414		6.804	-0.390	-5.73	-6.04
	S	ConocoPhilips	54.625	8/12/24	2.04	31.090		25.684	5.406	21.05	14.34
		Consolidated Edison	50.608	8/12/24	0.91	22.673		24.587	-1.914	-7.79	-7.33
		Constellation Energy	93.001	8/12/24	-1.16						-na-
		Copart	24.952	8/12/24	-1.43	0.894		0.966	-0.072	-7.43	-4.59
	S	CoStar	35.760	8/12/24	-2.50	2.713		2.524	0.189	7.48	9.33
	L	Costco	428.722	8/12/24	1.01	30.299		27.625	2.674	9.68	8.26
		CrowdStrike	118.821	8/12/24	-0.65						-na-
	S	CSX	16.631	8/12/24	-1.47	2.368		2.072	0.296	14.27	7.30
	S	CVS Health	27.707	8/12/24	-2.28	18.210		14.068	4.142	29.44	6.51
		Datadog	55.682	8/12/24	-0.11						-na-
		Deckers Outdoor	455.893	8/12/24	3.15	15.592		9.322	6.270	67.26	40.06
		Delta Air Lines	19.391	8/12/24	-0.61	8.787					-na-
		Devon Energy	22.504	8/12/24	0.91	37.050		35.955	1.096	3.05	2.75
		DexCom	35.382	8/12/24	2.16	1.086		1.423	-0.337	-23.68	-3.30
		Diamondback Energy	99.931	8/12/24	0.76						-na-
	S	Dollar Tree	46.617	8/12/24	-1.21	6.606		5.212	1.394	26.75	11.01
		instrument	freshest		⇓ Δday	8/27/07	⇓ Δwk	11/27/06	prc diff	⇓ Δ39	⇓∅-RS
		Dominion Resources	27.166	8/12/24	0.46	21.526		20.883	0.644	3.08	0.07
		DoorDash	61.580	8/12/24	0.19						-na-
		Dow	25.925	8/12/24	-0.84						-na-
	L	DuPont	38.887	8/12/24	-0.25						-na-
	L	Duke Energy	56.283	8/12/24	0.62	26.540		28.745	-2.204	-7.67	-9.60
	L	eBay	27.707	8/12/24	-1.26	7.008		6.999	0.009	0.13	2.84
		Edison International	40.913	8/12/24	0.52	26.123		23.387	2.736	11.70	5.00
		Electronic Arts	72.438	8/12/24	-0.47	26.282		28.577	-2.294	-8.03	-0.94
		Eli Lilly	439.053	8/12/24	-0.82	27.995		27.723	0.272	0.98	-1.46
		Emerson Electric	51.169	8/12/24	-0.60	23.552		22.238	1.313	5.91	3.33
		Encompass Health	43.122	8/12/24	1.33	8.946		11.311	-2.364	-20.91	-18.43
		Energy Recovery	8.241	8/12/24	-0.30						-na-
	L	Enphase Energy	54.168	8/12/24	1.16						-na-
		Exelon	18.319	8/12/24	-0.54	34.821		30.693	4.128	13.45	2.70
		Expeditors Wash	59.133	8/12/24	0.03	22.420		23.946	-1.526	-6.37	-0.18
		Exxon Mobil	59.078	8/12/24	0.13	42.258		37.497	4.761	12.70	8.68
		Fastenal	32.622	8/12/24	-1.02	5.651		4.710	0.941	19.98	12.98
	S	FedEx	138.585	8/12/24	0.63	54.878		60.071	-5.193	-8.65	-3.22
	L	First Solar	108.837	8/12/24	3.51	51.502		14.431	37.072	256.90	-na-
		FirstEnergy	20.950	8/12/24	0.55	30.254		30.460	-0.206	-0.68	-5.15
		Fiserv	79.979	8/12/24	-0.30	5.924		6.611	-0.687	-10.40	-10.74
	S	Ford Motor	4.895	8/12/24	-2.38	3.872		4.222	-0.350	-8.28	-7.88
	S	Fortinet	34.930	8/12/24	0.96						-na-
	L	Fox A	19.277	8/12/24	-1.27	10.376		10.591	-0.216	-2.03	-6.02
		Freeport-McMoRan	20.633	8/12/24	1.24	21.278		15.897	5.381	33.85	30.08
		instrument	freshest		⇓ Δday	8/27/07	⇓ Δwk	11/27/06	prc diff	⇓ Δ39	⇓∅-RS
		FuelCell Energy	0.219	8/12/24	-1.61	687.727		473.120	214.607	45.36	30.32
		GE HealthCare	40.893	8/12/24	-1.24						-na-
		General Dynamics	144.567	8/12/24	-0.61	39.453		37.543	1.910	5.09	0.88
		General Electric	82.843	8/12/24	-0.16	154.893		146.737	8.156	5.56	3.84
	L	General Motors	21.343	8/12/24	-1.13						-na-
	S	Gilead Sciences	36.236	8/12/24	-0.91	9.117		8.434	0.684	8.11	-0.42
		GlobalFoundries	21.462	8/12/24	-1.05						-na-
	L	Goldman Sachs	241.028	8/12/24	-0.97	88.344		99.917	-11.573	-11.58	-13.21
	L	Hannon Armstrong SIC	14.998	8/12/24	-1.63						-na-
	S	Halliburton	15.579	8/12/24	1.23	16.591		16.495	0.096	0.58	1.34
	L	HP	16.770	8/12/24	0.72	10.775		9.079	1.695	18.67	11.41
		Home Depot	171.679	8/12/24	-0.81	17.500		19.449	-1.949	-10.02	-10.36
	L	Honeywell	97.697	8/12/24	-0.73	28.248		21.830	6.419	29.40	15.69
		IBM	94.068	8/12/24	-1.03	56.318		47.317	9.001	19.02	13.70
		IDEXX Labs	238.263	8/12/24	-0.60	27.082		21.863	5.218	23.87	19.15
	S	Illumina	61.828	8/12/24	0.79	11.677		9.792	1.885	19.25	24.81
	S	Intel	9.611	8/12/24	-1.78	12.138		10.876	1.262	11.61	10.91
		Interface	8.097	8/12/24	-0.79	8.921		7.761	1.160	14.95	10.75
		Intuit	311.480	8/12/24	-0.44	13.578		16.469	-2.891	-17.55	-12.72
		Intuitive Surgical	231.114	8/12/24	0.46	11.552		5.707	5.845	102.43	72.99
	S	J.B. Hunt	80.808	8/12/24	-0.20	14.367		11.295	3.072	27.20	13.54
		JP Morgan Chase	102.364	8/12/24	0.19	22.296		24.127	-1.831	-7.59	-10.08
	S	Johnson & Johnson	79.373	8/12/24	-0.46	30.582		33.968	-3.386	-9.97	-6.65
		Kadant	144.120	8/12/24	-1.48	14.149		11.895	2.254	18.95	4.81
		Keurig Dr Pepper	17.277	8/12/24	0.69						86.82
		instrument	freshest		⇓ Δday	8/27/07	⇓ Δwk	11/27/06	prc diff	⇓ Δ39	⇓∅-RS
	L	Kirby	57.842	8/12/24	-0.14	18.826		18.751	0.075	0.40	2.70
		KLA-Tencor	376.083	8/12/24	1.44	29.013		25.953	3.059	11.79	9.51
	S	Kraft Heinz	16.964	8/12/24	-3.12						-na-
		Lam Research	402.569	8/12/24	0.37	26.625		26.693	-0.068	-0.26	4.31
		Landstar System	91.898	8/12/24	-1.04	21.735		23.941	-2.206	-9.21	-5.30
		Lockheed Martin	276.480	8/12/24	0.97	50.842		45.439	5.403	11.89	5.87
		Lowe´s	114.715	8/12/24	-2.02	14.705		15.729	-1.024	-6.51	-6.39
	L	LTC Properties	17.823	8/12/24	-0.22	10.823		13.758	-2.935	-21.33	-14.98
		Marriott	106.579	8/12/24	-1.51	21.670		23.237	-1.567	-6.74	-5.28
		Marsh & McLennan	107.904	8/12/24	-1.23	13.295		16.257	-2.962	-18.22	-12.87
		Marvell Tech	30.040	8/12/24	-0.08	8.226		10.452	-2.225	-21.29	-11.19
		Mastercard	226.229	8/12/24	-0.24	6.863		5.122	1.742	34.00	31.27
		Matson	64.603	8/12/24	0.73						-na-
	S	McDonald´s	133.774	8/12/24	0.58	24.560		21.266	3.294	15.49	6.79
	S	Medtronic	40.307	8/12/24	-1.04	26.655		27.330	-0.675	-2.47	1.97
		Merck (MSD)	56.338	8/12/24	-0.93	24.882		22.569	2.313	10.25	5.19
		Meta Platforms	256.145	8/12/24	-0.35						-na-
		MetLife	34.677	8/12/24	-0.40	32.821		30.051	2.769	9.22	3.96
	L	Micron Technology	46.984	8/12/24	1.68	5.575		7.533	-1.958	-25.99	-17.00
		Microsoft	201.962	8/12/24	0.19	14.144		15.253	-1.109	-7.27	-4.78
		MillerKnoll	13.474	8/12/24	-3.49	14.402		17.814	-3.412	-19.15	-17.96
	L	Moderna	40.357	8/12/24	-4.29						-na-
	S	Molina Healthcare	167.637	8/12/24	-0.15	16.904		17.313	-0.408	-2.36	0.51
	S	Mondelez	34.394	8/12/24	-0.63	10.444		11.603	-1.160	-9.99	-7.51
	S	MongoDB	115.361	8/12/24	-1.08						-na-
		instrument	freshest		⇓ Δday	8/27/07	⇓ Δwk	11/27/06	prc diff	⇓ Δ39	⇓∅-RS
	S	Monster Beverage	22.782	8/12/24	-0.37	1.853		1.198	0.656	54.74	21.76
	L	Morgan Stanley	47.084	8/12/24	0.13	31.639		39.453	-7.814	-19.80	-19.31
		Netflix	314.325	8/12/24	-0.13	1.216		2.141	-0.926	-43.23	-25.31
	L	NextEra Energy	38.515	8/12/24	0.15	7.199		6.790	0.409	6.02	1.36
		Nike	37.055	8/12/24	0.40	6.687		6.201	0.486	7.84	3.63
		Norfolk Southern	117.749	8/12/24	-1.02	25.309		25.777	-0.468	-1.82	-2.19
	L	NVidia	54.123	8/12/24	4.08	0.408		0.304	0.104	34.07	39.85
		O'Reilly	556.559	8/12/24	-0.30	17.411		16.624	0.786	4.73	1.19
	S	Old Dominion FL	94.634	8/12/24	-1.35	2.095		2.086	0.009	0.43	-5.51
		ON Semiconductor	34.935	8/12/24	-1.30	5.833		3.099	2.734	88.22	36.09
	L	Oracle	65.820	8/12/24	0.39	9.860		9.789	0.070	0.72	5.46
	L	Ormat Technologies	35.601	8/12/24	-1.10	20.940		18.792	2.148	11.43	7.28
		Paccar	45.758	8/12/24	-0.74	27.288		22.187	5.102	22.99	12.45
		Palo Alto Networks	164.376	8/12/24	-0.11						-na-
		Paychex	61.436	8/12/24	-0.57	21.938		20.288	1.651	8.14	8.59
		PayPal	31.505	8/12/24	-1.95						-na-
		PepsiCo	85.102	8/12/24	-0.56	33.808		31.821	1.988	6.25	2.04
	L	Pfizer	14.124	8/12/24	-0.35	12.292		13.955	-1.662	-11.91	-8.59
	L	Philip Morris	57.633	8/12/24	0.07						-na-
	L	Plug Power	0.968	8/12/24	-1.02	1.286		2.044	-0.758	-37.09	-27.78
	S	Potlatch	20.285	8/12/24	-1.99	22.360		21.488	0.872	4.06	1.30
	L	Procter & Gamble	82.813	8/12/24	-2.19	32.384		32.514	-0.130	-0.40	0.12
	L	PSEG	39.969	8/12/24	0.81	20.732		16.857	3.875	22.99	9.07
	L	Qualcomm	80.867	8/12/24	-0.97	19.153		18.860	0.294	1.56	-6.41
	L	Raytheon Tech	57.886	8/12/24	0.39	23.032		21.113	1.919	9.09	6.69
		instrument	freshest		⇓ Δday	8/27/07	⇓ Δwk	11/27/06	prc diff	⇓ Δ39	⇓∅-RS
		Regeneron	556.569	8/12/24	-0.90	9.214		11.383	-2.169	-19.05	-8.17
		Roper Technologies	258.191	8/12/24	-1.27	30.299		25.958	4.340	16.72	12.88
		Ross Stores	69.836	8/12/24	0.74	3.323		3.818	-0.496	-12.99	-15.27
		Ryder System	65.452	8/12/24	-1.29	26.799		27.485	-0.686	-2.50	-0.25
	S	salesforce.com	124.764	8/12/24	-0.48	5.032		5.194	-0.162	-3.12	-5.08
	S	Shoals Technologies	2.547	8/12/24	0.20						-na-
		Simon Property	76.007	8/12/24	-3.51	45.604		50.804	-5.200	-10.24	-11.55
	S	Sirius XM	1.479	8/12/24	-5.10	1.385		2.132	-0.747	-35.02	-20.35
	L	Southern	43.291	8/12/24	0.46	17.540		18.461	-0.921	-4.99	-4.26
		Southwest Airlines	12.600	8/12/24	0.20	7.561		8.180	-0.619	-7.57	-4.31
	L	Sprouts	47.749	8/12/24	-0.10						-na-
		Starbucks	38.242	8/12/24	2.58	6.794		9.264	-2.470	-26.66	-15.94
		Steelcase	6.101	8/12/24	-1.76	8.757		9.106	-0.349	-3.83	-5.37
	L	Sunnova Energy	3.287	8/12/24	-4.47						-na-
	L	SunPower	0.099	8/12/24	-4.76	31.033		19.563	11.470	58.63	41.03
	L	Sunrun	8.604	8/12/24	-3.13						-na-
		Synopsys	258.573	8/12/24	-0.74	13.429		11.487	1.943	16.91	6.29
	L	T-Mobile US	96.784	8/12/24	0.39	30.452					-na-
	L	Take-Two Interactive	73.123	8/12/24	1.71	7.318		8.615	-1.297	-15.06	-17.60
		Target	67.031	8/12/24	-0.35	30.904		29.529	1.376	4.66	1.37
		Tesla Motors	98.045	8/12/24	-1.26						-na-
	L	Texas Instruments	95.349	8/12/24	-0.08	17.108		15.202	1.906	12.54	3.58
	L	The Trade Desk	48.176	8/12/24	-2.28						-na-
		Thermo Fisher	297.410	8/12/24	0.48	26.143		22.404	3.739	16.69	9.14
		Travelers Companies	104.121	8/12/24	-1.29	25.399		26.476	-1.077	-4.07	-3.81
		instrument	freshest		⇓ Δday	8/27/07	⇓ Δwk	11/27/06	prc diff	⇓ Δ39	⇓∅-RS
		U.S. Bancorp	20.588	8/12/24	-1.43	16.308		17.318	-1.009	-5.83	-6.39
		Uber Technologies	34.384	8/12/24	1.05						-na-
	S	Union Pacific	117.535	8/12/24	-0.32	13.591		11.743	1.849	15.74	5.33
		United Airlines	20.067	8/12/24	-2.51	21.963		21.540	0.423	1.97	13.43
	L	United Natural Foods	6.116	8/12/24	-1.28	13.325		18.311	-4.986	-27.23	-16.26
	S	UnitedHealth	280.640	8/12/24	1.17	24.421		23.894	0.527	2.20	-7.46
	S	UPS	61.987	8/12/24	-0.76	37.939		40.498	-2.559	-6.32	0.92
	L	Verisk Analytics	130.250	8/12/24	-0.67						-na-
		Verizon	20.121	8/12/24	-0.54	21.050		17.637	3.413	19.35	8.64
	L	Vertex	230.608	8/12/24	-0.84	18.314		22.223	-3.909	-17.59	8.72
		Visa	129.023	8/12/24	0.05						-na-
	L	Walmart	34.106	8/12/24	1.10	7.252		8.039	-0.787	-9.79	-10.85
	S	Walgreens Boots	5.064	8/12/24	-4.49	22.038		20.748	1.289	6.21	-4.38
		Walt Disney	42.670	8/12/24	-0.30	16.800		16.832	-0.032	-0.19	-2.23
		Warner Bros. Disc	3.331	8/12/24	-4.55	6.235		3.917	2.319	59.20	34.97
		Wells Fargo	25.845	8/12/24	-1.33	17.937		18.213	-0.276	-1.52	-1.33
	S	Workday	104.538	8/12/24	-0.65						-na-
	L	Xcel Energy	28.804	8/12/24	0.10	10.063		11.631	-1.568	-13.48	-12.04
	S	Xerox	4.821	8/12/24	-2.51	33.461		33.818	-0.357	-1.06	-4.78
		Zscaler	85.663	8/12/24	-1.04						-na-
USA - 173 out of 219 instruments rated - 8/27/07 / 11/27/06 - 98 did rise, Market-Ratio(39) in GBP = 56.65 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	USA RS = 39 - B/S = 38/36

1/04/21	scale up chart	7/01/24

Transactions United States in Pound sterling * A39 - 38/36 (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		2/25/08	784		- cash -
short	2/25/08	3/17/08	21		Citigroup	100	79	125.794	92.191	171.645	45.851	36	13,622	22,078
long	3/17/08	4/07/08	21		First Solar	100	142	95.885	134.602		38.717	40	19,120	36,228
short	4/07/08	4/14/08	7		Citigroup	100	154	123.414	114.395	133.145	9.731	8	20,619	5,131
long	4/14/08	6/16/08	63		First Solar	100	141	145.237	137.728		-7.509	-5	19,560	-26
short	6/16/08	8/04/08	49		Delta Air Lines	100	6,851	2.855	4.111	1.599	-1.256	-44	10,954	-99
long	8/04/08	9/01/08	28		First Solar	100	83	130.559	129.625		-0.934	-1	10,877	-9
short	9/01/08	7/06/09	308		AIG	100	45	241.223	9.913	5,870.090	5,628.867	2,333	264,176	4,293
long	7/06/09	11/21/11	868		Avis Budget	100	80,049	3.300	7.885		4.585	139	631,163	44
short	11/21/11	11/28/11	7		Netflix	100	93,754	6.732	6.468	7.007	0.275	4	656,906	704
long	11/28/11	8/24/15	1365		Alexion	100	15,041	43.673	105.847		62.174	142	1,592,065	27
short	8/24/15	9/14/15	21		Keurig Dr Pepper	100	48,961	32.517	38.476	26.557	-5.960	-18	1,300,282	-97
long	9/14/15	9/21/15	7		JetBlue Airways	100	76,190	17.066	17.303		0.237	1	1,318,342	105
short	9/21/15	10/05/15	14		Wynn Resorts	100	30,723	42.910	42.830	42.990	0.080	0	1,320,797	5
long	10/05/15	12/14/15	70		Netflix	100	17,986	73.431	79.718		6.287	9	1,433,883	53
short	12/14/15	12/28/15	14		SunEdison	100	494,413	2.900	3.690	2.110	-0.790	-27	1,043,360	-100
long	12/28/15	1/11/16	14		Energy Recovery	100	218,634	4.772	4.256		-0.516	-11	930,604	-95
short	1/11/16	3/07/16	56		SunEdison	100	405,193	2.297	1.304	4.046	1.750	76	1,639,533	3,910
long	3/07/16	10/29/18	966		Energy Recovery	100	272,961	6.006	5.505		-0.501	-8	1,502,766	-3
short	10/29/18	11/05/18	7		Western Digital	100	46,314	32.447	37.136	27.758	-4.689	-14	1,285,606	-100
long	11/05/18	12/24/18	49		Enphase Energy	100	310,608	4.139	3.647		-0.492	-12	1,132,714	-61
short	12/24/18	12/31/18	7		United Natural Foods	100	148,426	7.631	8.296	6.967	-0.665	-9	1,034,046	-99
long	12/31/18	3/16/20	441		Eli Lilly	100	11,406	90.656	105.762		15.106	17	1,206,350	14
short	3/16/20	5/04/20	49		Occidental Pet	100	122,774	9.826	12.474	7.178	-2.648	-27	881,236	-90
long	5/04/20	5/09/22	735		Tesla Motors	100	21,606	40.786	212.374		171.588	421	4,588,566	127
short	5/09/22	5/30/22	21		Netflix	100	32,748	140.115	154.140	126.090	-14.025	-10	4,129,263	-84
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	5/30/22	6/13/22	14		Occidental Pet	100	73,792	55.958	49.134		-6.824	-12	3,625,731	-97
short	6/13/22	8/15/22	63		Beyond Meat	100	198,249	18.289	29.534	7.043	-11.245	-61	1,396,338	-100
long	8/15/22	8/22/22	7		Array Tech	100	73,641	18.961	17.412		-1.549	-8	1,282,260	-99
short	8/22/22	11/14/22	84		Gaia	100	464,505	2.760	2.397	3.179	0.418	15	1,476,431	85
long	11/14/22	12/19/22	35		First Solar	100	11,304	130.608	128.675		-1.933	-1	1,454,576	-14
short	12/19/22	1/16/23	28		Tesla Motors	100	11,824	123.011	100.350	150.790	27.779	23	1,783,032	1,321
long	1/16/23	5/15/23	119		First Solar	100	12,069	147.729	176.773		29.043	20	2,133,557	73
short	5/15/23	5/22/23	7		Plug Power	100	340,698	6.262	7.106	5.419	-0.844	-13	1,846,175	-100
long	5/22/23	8/12/24	448		NVidia	100	73,586	25.089	86.238		61.149	244	6,345,888	173
accum	2/25/08	8/12/24	6494	days out of 7278 invested (89%)							63,359		6,345,888	44

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
AIG	short	9/01/08	7/06/09	308	241.22	9.91	5,870.09	5,628.87	2,333.47	2,333.47
Tesla Motors	long	5/04/20	5/09/22	735	40.79	212.37		171.59	420.70
	short	12/19/22	1/16/23	28	123.01	100.35	150.79	27.78	22.58	538.29
NVidia	long	5/22/23	8/12/24	448	25.09	86.24		61.15	243.73	243.73
Alexion	long	11/28/11	8/24/15	1365	43.67	105.85		62.17	142.36	142.36
Avis Budget	long	7/06/09	11/21/11	868	3.30	7.88		4.58	138.92	138.92
First Solar	long	3/17/08	4/07/08	21	95.88	134.60		38.72	40.38
	long	4/14/08	6/16/08	63	145.24	137.73		-7.51	-5.17
	long	8/04/08	9/01/08	28	130.56	129.62		-0.93	-0.72
	long	11/14/22	12/19/22	35	130.61	128.67		-1.93	-1.48
	long	1/16/23	5/15/23	119	147.73	176.77		29.04	19.66	55.81
Citigroup	short	2/25/08	3/17/08	21	125.79	92.19	171.64	45.85	36.45
	short	4/07/08	4/14/08	7	123.41	114.39	133.14	9.73	7.88	47.21
SunEdison	short	12/14/15	12/28/15	14	2.90	3.69	2.11	-0.79	-27.24
	short	1/11/16	3/07/16	56	2.30	1.30	4.05	1.75	76.18	28.20
Eli Lilly	long	12/31/18	3/16/20	441	90.66	105.76		15.11	16.66	16.66
Gaia	short	8/22/22	11/14/22	84	2.76	2.40	3.18	0.42	15.14	15.14
Netflix	short	11/21/11	11/28/11	7	6.73	6.47	7.01	0.27	4.08
	long	10/05/15	12/14/15	70	73.43	79.72		6.29	8.56
	short	5/09/22	5/30/22	21	140.11	154.14	126.09	-14.03	-10.01	1.68
JetBlue Airways	long	9/14/15	9/21/15	7	17.07	17.30		0.24	1.39	1.39
Wynn Resorts	short	9/21/15	10/05/15	14	42.91	42.83	42.99	0.08	0.19	0.19
Array Tech	long	8/15/22	8/22/22	7	18.96	17.41		-1.55	-8.17	-8.17
United Natural Foods	short	12/24/18	12/31/18	7	7.63	8.30	6.97	-0.66	-8.71	-8.71
Enphase Energy	long	11/05/18	12/24/18	49	4.14	3.65		-0.49	-11.89	-11.89
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Plug Power	short	5/15/23	5/22/23	7	6.26	7.11	5.42	-0.84	-13.47	-13.47
Western Digital	short	10/29/18	11/05/18	7	32.45	37.14	27.76	-4.69	-14.45	-14.45
Energy Recovery	long	12/28/15	1/11/16	14	4.77	4.26		-0.52	-10.81
	long	3/07/16	10/29/18	966	6.01	5.51		-0.50	-8.34	-18.25
Keurig Dr Pepper	short	8/24/15	9/14/15	21	32.52	38.48	26.56	-5.96	-18.33	-18.33
Occidental Pet	short	3/16/20	5/04/20	49	9.83	12.47	7.18	-2.65	-26.95
	long	5/30/22	6/13/22	14	55.96	49.13		-6.82	-12.19	-35.86
Delta Air Lines	short	6/16/08	8/04/08	49	2.85	4.11	1.60	-1.26	-44.00	-44.00
Beyond Meat	short	6/13/22	8/15/22	63	18.29	29.53	7.04	-11.25	-61.49	-61.49

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


	is taking down something concerning