| | Sat, Dec 6th, 2025, 9:11UTC |
| | |
Assessment - United States in Pound sterling - 11/26/07 - RS = 39
⇐
| |
|
instrument |
freshest |
⇓ Δday |
11/26/07 |
⇓ Δwk |
2/26/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 500 |
2,591.492 |
8/12/24 |
|
682.360 |
|
738.279 |
-55.919 |
-7.57 |
|
-7.39 |
| |  |
 |
 |
 |
L |
 |
3M |
59.817 |
8/12/24 |
-0.65 |
39.277 |
|
38.774 |
0.503 |
1.30 |
|
-5.68 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
52.272 |
8/12/24 |
-0.84 |
13.153 |
|
13.873 |
-0.720 |
-5.19 |
|
-1.59 |
| |  |
 |
 |
 |
|
 |
AbbVie |
92.218 |
8/12/24 |
0.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Adobe |
257.448 |
8/12/24 |
-1.00 |
19.832 |
|
20.818 |
-0.986 |
-4.74 |
|
-5.01 |
| |  |
 |
 |
 |
L |
 |
Adtalem |
34.651 |
8/12/24 |
-0.85 |
24.618 |
|
14.624 |
9.994 |
68.34 |
|
50.49 |
| |  |
 |
 |
 |
L |
 |
AES |
8.103 |
8/12/24 |
0.30 |
10.062 |
|
11.471 |
-1.410 |
-12.29 |
|
-5.65 |
| |  |
 |
 |
 |
|
 |
Airbnb |
55.094 |
8/12/24 |
-1.27 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
16.773 |
8/12/24 |
-0.26 |
2.718 |
|
5.402 |
-2.684 |
-49.69 |
|
-28.25 |
| |  |
 |
 |
 |
L |
 |
Alphabet A |
78.694 |
8/12/24 |
-0.84 |
8.099 |
|
5.939 |
2.160 |
36.36 |
|
26.69 |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
79.499 |
8/12/24 |
-0.87 |
8.043 |
|
5.899 |
2.145 |
36.36 |
|
26.69 |
| |  |
 |
 |
 |
L |
 |
Altria |
24.395 |
8/12/24 |
-0.24 |
11.520 |
|
10.892 |
0.629 |
5.77 |
|
1.75 |
| |  |
 |
 |
 |
|
 |
Altus Power |
1.426 |
8/12/24 |
-6.96 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Amazon.com |
80.881 |
8/12/24 |
-0.08 |
1.971 |
|
1.041 |
0.930 |
89.33 |
|
42.87 |
| |  |
 |
 |
 |
|
 |
AMD |
66.320 |
8/12/24 |
1.86 |
4.980 |
|
7.987 |
-3.007 |
-37.65 |
|
-31.63 |
| |  |
 |
 |
 |
L |
 |
AEP |
47.103 |
8/12/24 |
-0.40 |
22.330 |
|
23.544 |
-1.214 |
-5.16 |
|
-2.79 |
| |  |
 |
 |
 |
|
 |
AIG |
34.724 |
8/12/24 |
-0.62 |
509.726 |
|
699.684 |
-189.957 |
-27.15 |
|
-25.25 |
| |  |
 |
 |
 |
S |
 |
Align Technology |
103.560 |
8/12/24 |
-0.63 |
7.400 |
|
8.649 |
-1.250 |
-14.45 |
|
-22.88 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
4.660 |
8/12/24 |
-2.54 |
9.480 |
|
27.170 |
-17.691 |
-65.11 |
|
-47.77 |
| |  |
 |
 |
 |
|
 |
American Express |
114.945 |
8/12/24 |
-0.34 |
25.962 |
|
29.106 |
-3.144 |
-10.80 |
|
-13.29 |
| |  |
 |
 |
 |
L |
 |
American Water |
69.127 |
8/12/24 |
0.20 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Amgen |
155.168 |
8/12/24 |
-0.77 |
25.545 |
|
33.721 |
-8.176 |
-24.25 |
|
-13.93 |
| |  |
 |
 |
 |
L |
 |
Analog Devices |
102.837 |
8/12/24 |
0.36 |
14.770 |
|
18.633 |
-3.863 |
-20.73 |
|
-17.20 |
| |  |
 |
 |
 |
|
 |
Ansys |
151.924 |
8/12/24 |
0.69 |
17.835 |
|
13.781 |
4.053 |
29.41 |
|
28.83 |
| |  |
 |
 |
 |
L |
 |
Apple |
105.480 |
8/12/24 |
0.71 |
2.988 |
|
1.613 |
1.375 |
85.28 |
|
50.52 |
| |
|
instrument |
freshest |
⇓ Δday |
11/26/07 |
⇓ Δwk |
2/26/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Applied Materials |
93.629 |
8/12/24 |
1.00 |
8.641 |
|
9.724 |
-1.083 |
-11.14 |
|
-11.39 |
| |  |
 |
 |
 |
L |
 |
Array Tech |
3.409 |
8/12/24 |
-0.99 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
AstraZeneca |
40.014 |
8/12/24 |
1.64 |
11.046 |
|
14.594 |
-3.548 |
-24.31 |
|
-16.26 |
| |  |
 |
 |
 |
L |
 |
AT&T |
9.422 |
8/12/24 |
-0.31 |
17.626 |
|
19.102 |
-1.476 |
-7.73 |
|
-8.88 |
| |  |
 |
 |
 |
S |
 |
Atlassian |
68.153 |
8/12/24 |
-0.62 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Autodesk |
116.167 |
8/12/24 |
-0.36 |
21.607 |
|
21.486 |
0.121 |
0.57 |
|
-1.01 |
| |  |
 |
 |
 |
|
 |
Automatic Data |
125.647 |
8/12/24 |
-1.17 |
21.787 |
|
26.111 |
-4.324 |
-16.56 |
|
-8.90 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
40.300 |
8/12/24 |
-4.43 |
6.653 |
|
13.957 |
-7.304 |
-52.33 |
|
-45.62 |
| |  |
 |
 |
 |
|
 |
Baker Hughes |
17.044 |
8/12/24 |
0.23 |
38.448 |
|
33.410 |
5.037 |
15.08 |
|
-0.46 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
18.509 |
8/12/24 |
-0.29 |
20.308 |
|
26.890 |
-6.583 |
-24.48 |
|
-19.67 |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
30.680 |
8/12/24 |
-0.80 |
21.273 |
|
21.526 |
-0.254 |
-1.18 |
|
1.50 |
| |  |
 |
 |
 |
S |
 |
Baxter |
17.907 |
8/12/24 |
-0.59 |
14.879 |
|
13.876 |
1.003 |
7.23 |
|
3.11 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
208.696 |
8/12/24 |
-0.30 |
44.252 |
|
36.247 |
8.004 |
22.08 |
|
17.57 |
| |  |
 |
 |
 |
L |
 |
Biogen |
97.484 |
8/12/24 |
-0.48 |
32.973 |
|
24.027 |
8.946 |
37.23 |
|
22.60 |
| |  |
 |
 |
 |
L |
 |
Bloom Energy |
5.402 |
8/12/24 |
-3.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Boeing |
79.587 |
8/12/24 |
-2.25 |
43.607 |
|
45.299 |
-1.692 |
-3.74 |
|
-7.62 |
| |  |
 |
 |
 |
|
 |
Booking |
1,667.657 |
8/12/24 |
-0.11 |
50.551 |
|
27.384 |
23.167 |
84.60 |
|
69.47 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
22.819 |
8/12/24 |
0.73 |
13.383 |
|
13.850 |
-0.467 |
-3.37 |
|
-5.96 |
| |  |
 |
 |
 |
|
 |
Broadcom |
72.066 |
8/12/24 |
0.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
47.860 |
8/12/24 |
0.20 |
22.519 |
|
26.742 |
-4.224 |
-15.79 |
|
-8.79 |
| |  |
 |
 |
 |
|
 |
Cadence |
129.294 |
8/12/24 |
-1.29 |
8.049 |
|
10.009 |
-1.960 |
-19.58 |
|
-21.62 |
| |  |
 |
 |
 |
L |
 |
California Water |
25.375 |
8/12/24 |
-0.42 |
9.228 |
|
10.570 |
-1.342 |
-12.70 |
|
-5.92 |
| |  |
 |
 |
 |
|
 |
Capital One |
64.065 |
8/12/24 |
-1.56 |
23.857 |
|
40.913 |
-17.056 |
-41.69 |
|
-34.51 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
162.941 |
8/12/24 |
-0.66 |
32.891 |
|
34.261 |
-1.370 |
-4.00 |
|
-7.26 |
| |  |
 |
 |
 |
|
 |
CDW |
102.847 |
8/12/24 |
-0.76 |
|
|
|
|
|
|
-na- |
| |
|
instrument |
freshest |
⇓ Δday |
11/26/07 |
⇓ Δwk |
2/26/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Charter Comm |
170.083 |
8/12/24 |
-3.75 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Chevron |
70.320 |
8/12/24 |
0.02 |
40.630 |
|
36.375 |
4.255 |
11.70 |
|
1.53 |
| |  |
 |
 |
 |
|
 |
Cintas |
368.344 |
8/12/24 |
0.53 |
14.983 |
|
19.362 |
-4.378 |
-22.61 |
|
-18.74 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
21.753 |
8/12/24 |
-1.34 |
13.334 |
|
13.875 |
-0.541 |
-3.90 |
|
-6.13 |
| |  |
 |
 |
 |
|
 |
Citigroup |
28.047 |
8/12/24 |
|
148.864 |
|
268.341 |
-119.477 |
-44.52 |
|
-39.78 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
33.056 |
8/12/24 |
-0.74 |
14.966 |
|
12.154 |
2.813 |
23.14 |
|
14.94 |
| |  |
 |
 |
 |
S |
 |
Cognizant |
35.466 |
8/12/24 |
-1.72 |
7.215 |
|
11.974 |
-4.759 |
-39.74 |
|
-28.34 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
49.111 |
8/12/24 |
-0.77 |
18.964 |
|
17.439 |
1.526 |
8.75 |
|
11.51 |
| |  |
 |
 |
 |
S |
 |
Comcast |
18.683 |
8/12/24 |
-1.41 |
4.631 |
|
6.826 |
-2.195 |
-32.16 |
|
-28.97 |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
53.353 |
8/12/24 |
2.04 |
28.762 |
|
26.771 |
1.991 |
7.44 |
|
-0.38 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
49.431 |
8/12/24 |
0.91 |
23.518 |
|
25.337 |
-1.819 |
-7.18 |
|
-1.75 |
| |  |
 |
 |
 |
|
 |
Constellation Energy |
90.836 |
8/12/24 |
-1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Copart |
24.371 |
8/12/24 |
-1.43 |
1.040 |
|
0.952 |
0.089 |
9.33 |
|
9.38 |
| |  |
 |
 |
 |
S |
 |
CoStar |
34.927 |
8/12/24 |
-2.50 |
2.284 |
|
2.576 |
-0.292 |
-11.32 |
|
-11.49 |
| |  |
 |
 |
 |
L |
 |
Costco |
418.745 |
8/12/24 |
1.01 |
31.703 |
|
29.238 |
2.464 |
8.43 |
|
9.49 |
| |  |
 |
 |
 |
|
 |
CrowdStrike |
116.056 |
8/12/24 |
-0.65 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
CSX |
16.244 |
8/12/24 |
-1.47 |
2.168 |
|
2.233 |
-0.065 |
-2.92 |
|
-5.75 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
27.062 |
8/12/24 |
-2.28 |
19.900 |
|
16.494 |
3.407 |
20.65 |
|
12.64 |
| |  |
 |
 |
 |
|
 |
Datadog |
54.386 |
8/12/24 |
-0.11 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Deckers Outdoor |
445.283 |
8/12/24 |
3.15 |
21.520 |
|
10.801 |
10.719 |
99.25 |
|
60.19 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
18.940 |
8/12/24 |
-0.61 |
8.476 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Devon Energy |
21.980 |
8/12/24 |
0.91 |
40.732 |
|
34.184 |
6.547 |
19.15 |
|
8.64 |
| |  |
 |
 |
 |
|
 |
DexCom |
34.559 |
8/12/24 |
2.16 |
1.038 |
|
1.154 |
-0.116 |
-10.06 |
|
-2.99 |
| |  |
 |
 |
 |
|
 |
Diamondback Energy |
97.605 |
8/12/24 |
0.76 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Dollar Tree |
45.532 |
8/12/24 |
-1.21 |
4.348 |
|
5.803 |
-1.456 |
-25.08 |
|
-29.04 |
| |
|
instrument |
freshest |
⇓ Δday |
11/26/07 |
⇓ Δwk |
2/26/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
26.534 |
8/12/24 |
0.46 |
22.252 |
|
22.257 |
-0.005 |
-0.02 |
|
2.80 |
| |  |
 |
 |
 |
|
 |
DoorDash |
60.147 |
8/12/24 |
0.19 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Dow |
25.321 |
8/12/24 |
-0.84 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
DuPont |
37.982 |
8/12/24 |
-0.25 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
54.973 |
8/12/24 |
0.62 |
28.614 |
|
30.578 |
-1.964 |
-6.42 |
|
-1.06 |
| |  |
 |
 |
 |
L |
 |
eBay |
27.062 |
8/12/24 |
-1.26 |
6.327 |
|
7.165 |
-0.838 |
-11.70 |
|
-9.89 |
| |  |
 |
 |
 |
|
 |
Edison International |
39.961 |
8/12/24 |
0.52 |
26.442 |
|
24.481 |
1.961 |
8.01 |
|
1.81 |
| |  |
 |
 |
 |
|
 |
Electronic Arts |
70.752 |
8/12/24 |
-0.47 |
27.247 |
|
25.011 |
2.236 |
8.94 |
|
4.38 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
428.835 |
8/12/24 |
-0.82 |
24.085 |
|
27.710 |
-3.625 |
-13.08 |
|
-13.37 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
49.979 |
8/12/24 |
-0.60 |
26.054 |
|
22.973 |
3.081 |
13.41 |
|
11.04 |
| |  |
 |
 |
 |
|
 |
Encompass Health |
42.118 |
8/12/24 |
1.33 |
9.218 |
|
12.307 |
-3.089 |
-25.10 |
|
-8.77 |
| |  |
 |
 |
 |
|
 |
Energy Recovery |
8.049 |
8/12/24 |
-0.30 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Enphase Energy |
52.907 |
8/12/24 |
1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Exelon |
17.893 |
8/12/24 |
-0.54 |
38.850 |
|
35.341 |
3.509 |
9.93 |
|
9.94 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
57.756 |
8/12/24 |
0.03 |
20.715 |
|
23.386 |
-2.671 |
-11.42 |
|
-6.79 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
57.703 |
8/12/24 |
0.13 |
41.546 |
|
38.407 |
3.139 |
8.17 |
|
2.30 |
| |  |
 |
 |
 |
|
 |
Fastenal |
31.863 |
8/12/24 |
-1.02 |
4.577 |
|
4.705 |
-0.128 |
-2.72 |
|
-9.24 |
| |  |
 |
 |
 |
S |
 |
FedEx |
135.360 |
8/12/24 |
0.63 |
44.441 |
|
59.592 |
-15.151 |
-25.42 |
|
-18.99 |
| |  |
 |
 |
 |
L |
 |
First Solar |
106.305 |
8/12/24 |
3.51 |
114.994 |
|
23.569 |
91.425 |
387.90 |
|
286.99 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
20.463 |
8/12/24 |
0.55 |
32.813 |
|
32.921 |
-0.108 |
-0.33 |
|
1.62 |
| |  |
 |
 |
 |
|
 |
Fiserv |
78.117 |
8/12/24 |
-0.30 |
5.984 |
|
6.900 |
-0.916 |
-13.27 |
|
-9.37 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
4.781 |
8/12/24 |
-2.38 |
3.409 |
|
4.207 |
-0.799 |
-18.98 |
|
-16.99 |
| |  |
 |
 |
 |
S |
 |
Fortinet |
34.118 |
8/12/24 |
0.96 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Fox A |
18.829 |
8/12/24 |
-1.27 |
9.567 |
|
11.935 |
-2.368 |
-19.84 |
|
-13.03 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
20.152 |
8/12/24 |
1.24 |
21.651 |
|
15.770 |
5.880 |
37.29 |
|
17.94 |
| |
|
instrument |
freshest |
⇓ Δday |
11/26/07 |
⇓ Δwk |
2/26/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
FuelCell Energy |
0.214 |
8/12/24 |
-1.61 |
633.318 |
|
486.315 |
147.003 |
30.23 |
|
16.32 |
| |  |
 |
 |
 |
|
 |
GE HealthCare |
39.941 |
8/12/24 |
-1.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
General Dynamics |
141.203 |
8/12/24 |
-0.61 |
42.332 |
|
39.777 |
2.554 |
6.42 |
|
5.96 |
| |  |
 |
 |
 |
|
 |
General Electric |
80.915 |
8/12/24 |
-0.16 |
142.483 |
|
144.012 |
-1.529 |
-1.06 |
|
-5.65 |
| |  |
 |
 |
 |
L |
 |
General Motors |
20.846 |
8/12/24 |
-1.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
35.393 |
8/12/24 |
-0.91 |
10.161 |
|
9.430 |
0.731 |
7.76 |
|
7.39 |
| |  |
 |
 |
 |
|
 |
GlobalFoundries |
20.962 |
8/12/24 |
-1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
235.419 |
8/12/24 |
-0.97 |
100.592 |
|
109.007 |
-8.415 |
-7.72 |
|
-4.03 |
| |  |
 |
 |
 |
L |
 |
Hannon Armstrong SIC |
14.649 |
8/12/24 |
-1.63 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Halliburton |
15.216 |
8/12/24 |
1.23 |
17.374 |
|
16.249 |
1.125 |
6.92 |
|
2.67 |
| |  |
 |
 |
 |
L |
 |
HP |
16.380 |
8/12/24 |
0.72 |
10.605 |
|
9.320 |
1.285 |
13.79 |
|
4.27 |
| |  |
 |
 |
 |
|
 |
Home Depot |
167.683 |
8/12/24 |
-0.81 |
13.330 |
|
20.778 |
-7.448 |
-35.84 |
|
-27.99 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
95.423 |
8/12/24 |
-0.73 |
25.792 |
|
24.257 |
1.535 |
6.33 |
|
-1.29 |
| |  |
 |
 |
 |
|
 |
IBM |
91.879 |
8/12/24 |
-1.03 |
49.445 |
|
49.364 |
0.081 |
0.16 |
|
-5.07 |
| |  |
 |
 |
 |
|
 |
IDEXX Labs |
232.718 |
8/12/24 |
-0.60 |
29.302 |
|
22.183 |
7.119 |
32.09 |
|
24.19 |
| |  |
 |
 |
 |
S |
 |
Illumina |
60.389 |
8/12/24 |
0.79 |
12.421 |
|
8.978 |
3.443 |
38.35 |
|
24.64 |
| |  |
 |
 |
 |
S |
 |
Intel |
9.388 |
8/12/24 |
-1.78 |
11.817 |
|
10.646 |
1.171 |
11.00 |
|
4.25 |
| |  |
 |
 |
 |
|
 |
Interface |
7.909 |
8/12/24 |
-0.79 |
8.219 |
|
8.547 |
-0.328 |
-3.84 |
|
-3.44 |
| |  |
 |
 |
 |
|
 |
Intuit |
304.231 |
8/12/24 |
-0.44 |
13.771 |
|
15.730 |
-1.958 |
-12.45 |
|
-7.56 |
| |  |
 |
 |
 |
|
 |
Intuitive Surgical |
225.735 |
8/12/24 |
0.46 |
15.269 |
|
6.408 |
8.861 |
138.29 |
|
92.61 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
78.927 |
8/12/24 |
-0.20 |
11.701 |
|
13.814 |
-2.114 |
-15.30 |
|
-11.85 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
99.981 |
8/12/24 |
0.19 |
19.619 |
|
25.882 |
-6.263 |
-24.20 |
|
-18.27 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
77.526 |
8/12/24 |
-0.46 |
32.668 |
|
32.753 |
-0.085 |
-0.26 |
|
2.11 |
| |  |
 |
 |
 |
|
 |
Kadant |
140.766 |
8/12/24 |
-1.48 |
14.285 |
|
11.629 |
2.656 |
22.84 |
|
3.89 |
| |  |
 |
 |
 |
|
 |
Keurig Dr Pepper |
16.875 |
8/12/24 |
0.69 |
|
|
|
|
|
|
26.32 |
| |
|
instrument |
freshest |
⇓ Δday |
11/26/07 |
⇓ Δwk |
2/26/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Kirby |
56.496 |
8/12/24 |
-0.14 |
21.452 |
|
18.837 |
2.615 |
13.88 |
|
11.65 |
| |  |
 |
 |
 |
|
 |
KLA-Tencor |
367.331 |
8/12/24 |
1.44 |
22.882 |
|
27.720 |
-4.838 |
-17.45 |
|
-15.08 |
| |  |
 |
 |
 |
S |
 |
Kraft Heinz |
16.569 |
8/12/24 |
-3.12 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Lam Research |
393.200 |
8/12/24 |
0.37 |
22.233 |
|
22.158 |
0.075 |
0.34 |
|
-12.86 |
| |  |
 |
 |
 |
|
 |
Landstar System |
89.760 |
8/12/24 |
-1.04 |
17.869 |
|
23.533 |
-5.665 |
-24.07 |
|
-19.28 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
270.045 |
8/12/24 |
0.97 |
52.452 |
|
51.687 |
0.765 |
1.48 |
|
5.86 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
112.046 |
8/12/24 |
-2.02 |
10.590 |
|
17.492 |
-6.902 |
-39.46 |
|
-30.25 |
| |  |
 |
 |
 |
L |
 |
LTC Properties |
17.408 |
8/12/24 |
-0.22 |
10.130 |
|
14.018 |
-3.889 |
-27.74 |
|
-17.27 |
| |  |
 |
 |
 |
|
 |
Marriott |
104.098 |
8/12/24 |
-1.51 |
16.816 |
|
24.995 |
-8.179 |
-32.72 |
|
-25.12 |
| |  |
 |
 |
 |
|
 |
Marsh & McLennan |
105.393 |
8/12/24 |
-1.23 |
11.812 |
|
15.281 |
-3.469 |
-22.70 |
|
-18.66 |
| |  |
 |
 |
 |
|
 |
Marvell Tech |
29.341 |
8/12/24 |
-0.08 |
7.244 |
|
10.101 |
-2.857 |
-28.28 |
|
-18.49 |
| |  |
 |
 |
 |
|
 |
Mastercard |
220.964 |
8/12/24 |
-0.24 |
8.787 |
|
5.301 |
3.486 |
65.77 |
|
38.75 |
| |  |
 |
 |
 |
|
 |
Matson |
63.100 |
8/12/24 |
0.73 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
130.661 |
8/12/24 |
0.58 |
27.552 |
|
23.330 |
4.222 |
18.10 |
|
12.53 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
39.369 |
8/12/24 |
-1.04 |
23.697 |
|
25.938 |
-2.241 |
-8.64 |
|
-9.06 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
55.026 |
8/12/24 |
-0.93 |
27.925 |
|
22.657 |
5.268 |
23.25 |
|
14.18 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
250.184 |
8/12/24 |
-0.35 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
MetLife |
33.870 |
8/12/24 |
-0.40 |
29.317 |
|
33.273 |
-3.956 |
-11.89 |
|
-8.89 |
| |  |
 |
 |
 |
L |
 |
Micron Technology |
45.891 |
8/12/24 |
1.68 |
3.889 |
|
6.286 |
-2.397 |
-38.13 |
|
-34.66 |
| |  |
 |
 |
 |
|
 |
Microsoft |
197.262 |
8/12/24 |
0.19 |
15.987 |
|
14.808 |
1.179 |
7.97 |
|
6.85 |
| |  |
 |
 |
 |
|
 |
MillerKnoll |
13.160 |
8/12/24 |
-3.49 |
11.657 |
|
20.202 |
-8.545 |
-42.30 |
|
-28.74 |
| |  |
 |
 |
 |
L |
 |
Moderna |
39.417 |
8/12/24 |
-4.29 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Molina Healthcare |
163.736 |
8/12/24 |
-0.15 |
18.179 |
|
15.852 |
2.327 |
14.68 |
|
9.43 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
33.594 |
8/12/24 |
-0.63 |
10.393 |
|
11.001 |
-0.608 |
-5.52 |
|
-5.10 |
| |  |
 |
 |
 |
S |
 |
MongoDB |
112.676 |
8/12/24 |
-1.08 |
|
|
|
|
|
|
-na- |
| |
|
instrument |
freshest |
⇓ Δday |
11/26/07 |
⇓ Δwk |
2/26/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
S |
 |
Monster Beverage |
22.252 |
8/12/24 |
-0.37 |
1.643 |
|
1.568 |
0.075 |
4.80 |
|
-3.75 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
45.988 |
8/12/24 |
0.13 |
23.251 |
|
39.996 |
-16.746 |
-41.87 |
|
-36.36 |
| |  |
 |
 |
 |
|
 |
Netflix |
307.009 |
8/12/24 |
-0.13 |
1.487 |
|
1.683 |
-0.196 |
-11.64 |
|
-4.35 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
37.619 |
8/12/24 |
0.15 |
8.215 |
|
7.790 |
0.426 |
5.47 |
|
9.47 |
| |  |
 |
 |
 |
|
 |
Nike |
36.193 |
8/12/24 |
0.40 |
7.538 |
|
6.866 |
0.672 |
9.79 |
|
10.10 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
115.008 |
8/12/24 |
-1.02 |
23.731 |
|
25.316 |
-1.585 |
-6.26 |
|
-8.75 |
| |  |
 |
 |
 |
L |
 |
NVidia |
52.864 |
8/12/24 |
4.08 |
0.358 |
|
0.273 |
0.085 |
31.11 |
|
11.57 |
| |  |
 |
 |
 |
|
 |
O'Reilly |
543.606 |
8/12/24 |
-0.30 |
14.930 |
|
17.574 |
-2.644 |
-15.04 |
|
-12.25 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
92.432 |
8/12/24 |
-1.35 |
1.494 |
|
2.446 |
-0.952 |
-38.91 |
|
-27.39 |
| |  |
 |
 |
 |
|
 |
ON Semiconductor |
34.122 |
8/12/24 |
-1.30 |
4.030 |
|
5.389 |
-1.360 |
-25.23 |
|
-18.99 |
| |  |
 |
 |
 |
L |
 |
Oracle |
64.288 |
8/12/24 |
0.39 |
9.553 |
|
8.583 |
0.969 |
11.30 |
|
-0.09 |
| |  |
 |
 |
 |
L |
 |
Ormat Technologies |
34.772 |
8/12/24 |
-1.10 |
22.897 |
|
22.713 |
0.184 |
0.81 |
|
11.83 |
| |  |
 |
 |
 |
|
 |
Paccar |
44.693 |
8/12/24 |
-0.74 |
22.461 |
|
25.115 |
-2.655 |
-10.57 |
|
-13.49 |
| |  |
 |
 |
 |
|
 |
Palo Alto Networks |
160.550 |
8/12/24 |
-0.11 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Paychex |
60.006 |
8/12/24 |
-0.57 |
18.058 |
|
21.542 |
-3.484 |
-16.17 |
|
-11.23 |
| |  |
 |
 |
 |
|
 |
PayPal |
30.772 |
8/12/24 |
-1.95 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
PepsiCo |
83.121 |
8/12/24 |
-0.56 |
36.217 |
|
32.850 |
3.367 |
10.25 |
|
8.37 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
13.795 |
8/12/24 |
-0.35 |
10.813 |
|
13.162 |
-2.349 |
-17.85 |
|
-15.33 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
56.292 |
8/12/24 |
0.07 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Plug Power |
0.946 |
8/12/24 |
-1.02 |
1.828 |
|
1.915 |
-0.087 |
-4.55 |
|
12.89 |
| |  |
 |
 |
 |
S |
 |
Potlatch |
19.813 |
8/12/24 |
-1.99 |
22.262 |
|
22.723 |
-0.462 |
-2.03 |
|
-0.36 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
80.886 |
8/12/24 |
-2.19 |
35.005 |
|
32.824 |
2.180 |
6.64 |
|
7.52 |
| |  |
 |
 |
 |
L |
 |
PSEG |
39.039 |
8/12/24 |
0.81 |
22.107 |
|
19.535 |
2.572 |
13.17 |
|
8.68 |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
78.985 |
8/12/24 |
-0.97 |
18.998 |
|
21.801 |
-2.803 |
-12.86 |
|
-7.20 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
56.539 |
8/12/24 |
0.39 |
22.179 |
|
21.552 |
0.627 |
2.91 |
|
0.50 |
| |
|
instrument |
freshest |
⇓ Δday |
11/26/07 |
⇓ Δwk |
2/26/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Regeneron |
543.616 |
8/12/24 |
-0.90 |
8.311 |
|
10.789 |
-2.477 |
-22.96 |
|
-17.15 |
| |  |
 |
 |
 |
|
 |
Roper Technologies |
252.182 |
8/12/24 |
-1.27 |
29.506 |
|
28.046 |
1.460 |
5.20 |
|
3.06 |
| |  |
 |
 |
 |
|
 |
Ross Stores |
68.211 |
8/12/24 |
0.74 |
3.136 |
|
4.316 |
-1.180 |
-27.33 |
|
-17.12 |
| |  |
 |
 |
 |
|
 |
Ryder System |
63.929 |
8/12/24 |
-1.29 |
18.908 |
|
27.257 |
-8.349 |
-30.63 |
|
-26.75 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
121.860 |
8/12/24 |
-0.48 |
6.316 |
|
5.972 |
0.343 |
5.75 |
|
14.08 |
| |  |
 |
 |
 |
S |
 |
Shoals Technologies |
2.488 |
8/12/24 |
0.20 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Simon Property |
74.238 |
8/12/24 |
-3.51 |
41.721 |
|
58.894 |
-17.174 |
-29.16 |
|
-18.45 |
| |  |
 |
 |
 |
S |
 |
Sirius XM |
1.445 |
8/12/24 |
-5.10 |
1.697 |
|
1.905 |
-0.208 |
-10.91 |
|
3.28 |
| |  |
 |
 |
 |
L |
 |
Southern |
42.283 |
8/12/24 |
0.46 |
18.247 |
|
18.541 |
-0.295 |
-1.59 |
|
0.73 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
12.307 |
8/12/24 |
0.20 |
6.488 |
|
7.819 |
-1.331 |
-17.02 |
|
-13.92 |
| |  |
 |
 |
 |
L |
 |
Sprouts |
46.638 |
8/12/24 |
-0.10 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Starbucks |
37.352 |
8/12/24 |
2.58 |
5.378 |
|
8.153 |
-2.775 |
-34.04 |
|
-26.71 |
| |  |
 |
 |
 |
|
 |
Steelcase |
5.959 |
8/12/24 |
-1.76 |
7.337 |
|
9.755 |
-2.418 |
-24.79 |
|
-20.67 |
| |  |
 |
 |
 |
L |
 |
Sunnova Energy |
3.210 |
8/12/24 |
-4.47 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
SunPower |
0.097 |
8/12/24 |
-4.76 |
52.369 |
|
23.757 |
28.612 |
120.43 |
|
88.20 |
| |  |
 |
 |
 |
L |
 |
Sunrun |
8.403 |
8/12/24 |
-3.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Synopsys |
252.555 |
8/12/24 |
-0.74 |
11.478 |
|
13.392 |
-1.914 |
-14.29 |
|
-13.32 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
94.531 |
8/12/24 |
0.39 |
14.974 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Take-Two Interactive |
71.421 |
8/12/24 |
1.71 |
7.070 |
|
9.800 |
-2.731 |
-27.86 |
|
-22.08 |
| |  |
 |
 |
 |
|
 |
Target |
65.471 |
8/12/24 |
-0.35 |
26.776 |
|
31.862 |
-5.086 |
-15.96 |
|
-12.77 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
95.763 |
8/12/24 |
-1.26 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
93.130 |
8/12/24 |
-0.08 |
14.746 |
|
16.183 |
-1.437 |
-8.88 |
|
-10.77 |
| |  |
 |
 |
 |
L |
 |
The Trade Desk |
47.055 |
8/12/24 |
-2.28 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
290.489 |
8/12/24 |
0.48 |
27.397 |
|
23.859 |
3.537 |
14.83 |
|
7.59 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
101.698 |
8/12/24 |
-1.29 |
24.323 |
|
26.946 |
-2.624 |
-9.74 |
|
-7.66 |
| |
|
instrument |
freshest |
⇓ Δday |
11/26/07 |
⇓ Δwk |
2/26/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
20.109 |
8/12/24 |
-1.43 |
14.789 |
|
18.562 |
-3.772 |
-20.32 |
|
-12.60 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
33.584 |
8/12/24 |
1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
114.800 |
8/12/24 |
-0.32 |
14.712 |
|
12.954 |
1.758 |
13.57 |
|
7.87 |
| |  |
 |
 |
 |
|
 |
United Airlines |
19.600 |
8/12/24 |
-2.51 |
19.289 |
|
21.473 |
-2.184 |
-10.17 |
|
-8.74 |
| |  |
 |
 |
 |
L |
 |
United Natural Foods |
5.974 |
8/12/24 |
-1.28 |
14.203 |
|
14.752 |
-0.549 |
-3.72 |
|
-4.42 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
274.109 |
8/12/24 |
1.17 |
25.884 |
|
27.104 |
-1.220 |
-4.50 |
|
0.10 |
| |  |
 |
 |
 |
S |
 |
UPS |
60.545 |
8/12/24 |
-0.76 |
34.118 |
|
37.078 |
-2.960 |
-7.98 |
|
-7.81 |
| |  |
 |
 |
 |
L |
 |
Verisk Analytics |
127.218 |
8/12/24 |
-0.67 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Verizon |
19.653 |
8/12/24 |
-0.54 |
19.903 |
|
19.467 |
0.436 |
2.24 |
|
-0.72 |
| |  |
 |
 |
 |
L |
 |
Vertex |
225.241 |
8/12/24 |
-0.84 |
11.521 |
|
16.107 |
-4.585 |
-28.47 |
|
-28.72 |
| |  |
 |
 |
 |
|
 |
Visa |
126.021 |
8/12/24 |
0.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Walmart |
33.313 |
8/12/24 |
1.10 |
7.278 |
|
8.486 |
-1.208 |
-14.23 |
|
-6.90 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
4.946 |
8/12/24 |
-4.49 |
19.013 |
|
23.187 |
-4.174 |
-18.00 |
|
-13.71 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
41.677 |
8/12/24 |
-0.30 |
15.148 |
|
17.852 |
-2.704 |
-15.15 |
|
-12.12 |
| |  |
 |
 |
 |
|
 |
Warner Bros. Disc |
3.254 |
8/12/24 |
-4.55 |
5.930 |
|
4.070 |
1.860 |
45.71 |
|
12.97 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
25.244 |
8/12/24 |
-1.33 |
14.300 |
|
18.170 |
-3.870 |
-21.30 |
|
-18.99 |
| |  |
 |
 |
 |
S |
 |
Workday |
102.105 |
8/12/24 |
-0.65 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
28.134 |
8/12/24 |
0.10 |
10.639 |
|
12.449 |
-1.811 |
-14.54 |
|
-5.39 |
| |  |
 |
 |
 |
S |
 |
Xerox |
4.708 |
8/12/24 |
-2.51 |
31.441 |
|
36.492 |
-5.051 |
-13.84 |
|
-10.25 |
| |  |
 |
 |
 |
|
 |
Zscaler |
83.669 |
8/12/24 |
-1.04 |
|
|
|
|
|
|
-na- |
| USA - 173 out of 219 instruments rated - 11/26/07 / 2/26/07 - 67 did rise, Market-Ratio(39) in GBP = 38.73 % |
| Stock Exchange Currency: USD $ Dollar |
Technical Chart
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 |
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