Share-o-matic - Assessment USA (United States)

Assessment - United States in Pound sterling - 12/03/07 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/03/07	⇓ Δwk	3/05/07	prc diff	⇓ Δ39	∅-RS
		S&P 500	2,598.789	8/12/24		715.986		705.609	10.377	1.47	-2.74
	L	First Solar	106.604	8/12/24	3.51	114.501		26.733	87.768	328.32	271.99
		Intuitive Surgical	226.371	8/12/24	0.46	17.734		5.946	11.788	198.24	119.96
	L	SunPower	0.097	8/12/24	-4.76	62.018		20.155	41.863	207.71	119.06
		Booking	1,672.352	8/12/24	-0.11	55.721		26.353	29.368	111.44	83.60
		Deckers Outdoor	446.537	8/12/24	3.15	24.975		11.567	13.407	115.90	82.99
	L	Adtalem	34.748	8/12/24	-0.85	26.477		13.587	12.890	94.87	60.10
		Amazon.com	81.109	8/12/24	-0.08	2.210		0.951	1.259	132.36	58.34
	L	Apple	105.777	8/12/24	0.71	3.106		1.583	1.523	96.22	54.87
		Mastercard	221.586	8/12/24	-0.24	9.817		5.183	4.633	89.39	53.47
	S	Illumina	60.559	8/12/24	0.79	13.990		7.647	6.343	82.94	39.80
		Ansys	152.352	8/12/24	0.69	18.818		12.547	6.271	49.98	34.90
	L	Biogen	97.759	8/12/24	-0.48	35.896		22.291	13.605	61.03	32.95
	L	Alphabet A	78.916	8/12/24	-0.84	8.311		5.678	2.633	46.36	29.44
	L	Alphabet C	79.723	8/12/24	-0.87	8.254		5.640	2.615	46.36	29.44
		Freeport-McMoRan	20.209	8/12/24	1.24	23.547		13.631	9.917	72.75	27.52
		Keurig Dr Pepper	16.922	8/12/24	0.69						31.08
		Warner Bros. Disc	3.263	8/12/24	-4.55	6.623		4.426	2.197	49.62	25.06
		FuelCell Energy	0.214	8/12/24	-1.61	682.016		513.910	168.106	32.71	24.56
		Berkshire Hathaway	209.284	8/12/24	-0.30	46.195		36.582	9.613	26.28	22.32
	S	salesforce.com	122.203	8/12/24	-0.48	6.781		5.337	1.444	27.07	22.03
	L	NVidia	53.013	8/12/24	4.08	0.389		0.246	0.143	58.04	20.91
	L	Ormat Technologies	34.870	8/12/24	-1.10	24.581		18.999	5.581	29.38	19.60
	L	Kirby	56.655	8/12/24	-0.14	22.854		18.332	4.523	24.67	18.66
		Emerson Electric	50.119	8/12/24	-0.60	27.926		21.623	6.303	29.15	18.67
		⇓instrument	freshest		⇓ Δday	12/03/07	⇓ Δwk	3/05/07	prc diff	⇓ Δ39	∅-RS
		Nike	36.295	8/12/24	0.40	8.145		6.577	1.568	23.85	18.52
		Copart	24.440	8/12/24	-1.43	1.127		0.927	0.200	21.62	18.35
	S	McDonald´s	131.029	8/12/24	0.58	29.093		22.034	7.059	32.04	18.22
	S	Gilead Sciences	35.492	8/12/24	-0.91	11.170		8.985	2.185	24.32	17.62
		Merck (MSD)	55.181	8/12/24	-0.93	28.578		22.722	5.855	25.77	16.39
	L	PSEG	39.149	8/12/24	0.81	23.718		18.794	4.924	26.20	15.96
	L	Coca-Cola	33.149	8/12/24	-0.74	15.123		11.885	3.238	27.24	15.67
	L	NextEra Energy	37.724	8/12/24	0.15	8.685		7.329	1.356	18.50	15.30
	L	Colgate-Palmolive	49.249	8/12/24	-0.77	19.463		17.100	2.363	13.82	14.19
		Exelon	17.943	8/12/24	-0.54	40.083		32.756	7.327	22.37	12.90
	S	Intel	9.414	8/12/24	-1.78	12.764		9.812	2.952	30.08	12.43
	S	Molina Healthcare	164.197	8/12/24	-0.15	18.658		15.841	2.817	17.78	12.22
	L	Costco	419.924	8/12/24	1.01	32.551		28.371	4.180	14.73	12.12
	S	Union Pacific	115.123	8/12/24	-0.32	15.355		12.338	3.017	24.45	12.08
	S	Sirius XM	1.449	8/12/24	-5.10	1.823		1.730	0.093	5.37	11.39
		PepsiCo	83.356	8/12/24	-0.56	37.238		32.232	5.006	15.53	11.15
		BNY Mellon	30.766	8/12/24	-0.80	23.277		20.124	3.153	15.67	10.72
	L	Altria	24.464	8/12/24	-0.24	12.544		10.536	2.008	19.06	10.65
		Regeneron	545.147	8/12/24	-0.90	10.999		9.633	1.366	14.18	10.34
	L	Procter & Gamble	81.114	8/12/24	-2.19	35.750		32.243	3.508	10.88	9.66
	L	HP	16.426	8/12/24	0.72	11.139		9.036	2.102	23.26	9.17
	S	CVS Health	27.138	8/12/24	-2.28	19.407		15.811	3.596	22.75	9.07
		Thermo Fisher	291.307	8/12/24	0.48	27.868		22.676	5.192	22.90	9.01
		General Dynamics	141.600	8/12/24	-0.61	43.282		38.579	4.703	12.19	8.08
		Devon Energy	22.042	8/12/24	0.91	40.520		32.612	7.908	24.25	7.82
		⇓instrument	freshest		⇓ Δday	12/03/07	⇓ Δwk	3/05/07	prc diff	⇓ Δ39	∅-RS
	S	Baxter	17.958	8/12/24	-0.59	15.586		13.528	2.059	15.22	7.58
		Lockheed Martin	270.806	8/12/24	0.97	53.382		49.553	3.829	7.73	7.44
		Kadant	141.163	8/12/24	-1.48	14.753		12.319	2.434	19.76	6.90
		Microsoft	197.817	8/12/24	0.19	16.008		14.146	1.861	13.16	6.90
		Roper Technologies	252.892	8/12/24	-1.27	30.620		26.733	3.887	14.54	6.68
		Netflix	307.874	8/12/24	-0.13	1.652		1.545	0.107	6.92	6.89
	L	Plug Power	0.948	8/12/24	-1.02	1.726		1.484	0.242	16.32	6.80
		Chevron	70.518	8/12/24	0.02	42.714		34.112	8.602	25.22	6.45
		Dominion Resources	26.608	8/12/24	0.46	23.044		21.521	1.523	7.08	6.33
		Exxon Mobil	57.866	8/12/24	0.13	43.205		35.935	7.270	20.23	6.17
	L	Honeywell	95.692	8/12/24	-0.73	27.746		23.554	4.192	17.80	5.81
		Autodesk	116.494	8/12/24	-0.36	23.112		19.939	3.173	15.91	5.83
	S	Halliburton	15.259	8/12/24	1.23	17.836		15.549	2.287	14.71	5.29
	L	Goldman Sachs	236.082	8/12/24	-0.97	110.329		97.565	12.764	13.08	5.25
	S	Monster Beverage	22.315	8/12/24	-0.37	1.802		1.410	0.392	27.83	4.78
		Edison International	40.073	8/12/24	0.52	27.226		24.345	2.881	11.83	4.57
		FirstEnergy	20.520	8/12/24	0.55	33.761		31.426	2.335	7.43	4.41
	S	ConocoPhilips	53.504	8/12/24	2.04	30.178		25.609	4.568	17.84	4.28
	L	Raytheon Tech	56.698	8/12/24	0.39	22.930		20.533	2.397	11.67	3.80
		Verizon	19.708	8/12/24	-0.54	20.859		18.470	2.390	12.94	3.79
		Abbott Labs	52.419	8/12/24	-0.84	13.861		13.544	0.317	2.34	3.51
	L	Oracle	64.469	8/12/24	0.39	9.842		8.406	1.436	17.08	2.98
	S	Johnson & Johnson	77.744	8/12/24	-0.46	32.925		31.750	1.175	3.70	2.99
	S	Potlatch	19.869	8/12/24	-1.99	22.952		23.046	-0.094	-0.41	2.66
	S	UnitedHealth	274.881	8/12/24	1.17	26.565		27.195	-0.630	-2.32	2.57
		⇓instrument	freshest		⇓ Δday	12/03/07	⇓ Δwk	3/05/07	prc diff	⇓ Δ39	∅-RS
		Baker Hughes	17.092	8/12/24	0.23	39.344		32.679	6.665	20.39	1.73
	L	Southern	42.402	8/12/24	0.46	18.386		17.993	0.393	2.18	1.52
	L	AEP	47.236	8/12/24	-0.40	23.234		22.748	0.486	2.14	1.05
	L	C.H. Robinson	47.994	8/12/24	0.20	24.906		25.660	-0.753	-2.93	0.91
		Expeditors Wash	57.919	8/12/24	0.03	22.354		22.815	-0.461	-2.02	0.87
		Electronic Arts	70.951	8/12/24	-0.47	26.283		26.101	0.181	0.70	0.77
	S	Bristol-Myers	22.884	8/12/24	0.73	14.355		13.531	0.824	6.09	0.76
	L	Duke Energy	55.128	8/12/24	0.62	28.928		29.454	-0.526	-1.79	0.03
		Adobe	258.173	8/12/24	-1.00	20.759		19.781	0.978	4.94	-0.48
		DexCom	34.656	8/12/24	2.16	1.058		0.834	0.223	26.75	-0.59
	S	Mondelez	33.688	8/12/24	-0.63	10.864		10.539	0.325	3.08	-0.58
	L	Walmart	33.406	8/12/24	1.10	7.759		8.125	-0.366	-4.51	-0.56
	L	AES	8.125	8/12/24	0.30	10.567		10.157	0.410	4.03	-0.61
	L	Xcel Energy	28.213	8/12/24	0.10	11.155		11.713	-0.558	-4.76	-0.62
		Interface	7.931	8/12/24	-0.79	8.446		7.964	0.482	6.05	-0.89
		Caterpillar	163.400	8/12/24	-0.66	35.040		32.438	2.603	8.02	-1.25
		Travelers Companies	101.984	8/12/24	-1.29	25.991		26.230	-0.239	-0.91	-1.16
		IBM	92.137	8/12/24	-1.03	51.461		47.144	4.317	9.16	-1.29
		Consolidated Edison	49.570	8/12/24	0.91	23.613		24.422	-0.809	-3.31	-1.27
		MetLife	33.966	8/12/24	-0.40	31.500		31.667	-0.167	-0.53	-2.05
	S	CSX	16.290	8/12/24	-1.47	2.233		2.024	0.209	10.31	-3.02
		Fastenal	31.952	8/12/24	-1.02	4.861		4.370	0.492	11.25	-3.55
		Norfolk Southern	115.332	8/12/24	-1.02	25.004		23.642	1.362	5.76	-3.69
	L	eBay	27.138	8/12/24	-1.26	6.743		6.561	0.182	2.78	-3.76
	L	AT&T	9.448	8/12/24	-0.31	18.614		18.342	0.272	1.48	-3.85
		⇓instrument	freshest		⇓ Δday	12/03/07	⇓ Δwk	3/05/07	prc diff	⇓ Δ39	∅-RS
	L	3M	59.986	8/12/24	-0.65	39.976		37.573	2.403	6.40	-3.89
	S	UPS	60.715	8/12/24	-0.76	35.449		35.791	-0.342	-0.96	-3.90
		Intuit	305.087	8/12/24	-0.44	14.214		14.660	-0.447	-3.05	-4.27
		American Express	115.269	8/12/24	-0.34	28.495		28.191	0.304	1.08	-4.52
		General Electric	81.143	8/12/24	-0.16	143.662		141.931	1.731	1.22	-4.81
		Fiserv	78.337	8/12/24	-0.30	6.276		6.595	-0.318	-4.82	-4.75
	L	California Water	25.446	8/12/24	-0.42	9.312		9.436	-0.124	-1.31	-4.86
	L	Qualcomm	79.208	8/12/24	-0.97	19.431		20.098	-0.667	-3.32	-5.10
		U.S. Bancorp	20.165	8/12/24	-1.43	16.013		18.044	-2.032	-11.26	-5.07
	S	J.B. Hunt	79.149	8/12/24	-0.20	12.580		12.997	-0.417	-3.21	-5.30
		Boeing	79.811	8/12/24	-2.25	44.634		44.685	-0.050	-0.11	-5.37
	S	Medtronic	39.480	8/12/24	-1.04	24.595		25.213	-0.618	-2.45	-5.35
		O'Reilly	545.137	8/12/24	-0.30	16.047		16.478	-0.431	-2.62	-5.48
		Target	65.655	8/12/24	-0.35	28.942		30.702	-1.760	-5.73	-5.52
	S	Cisco Systems	21.814	8/12/24	-1.34	13.406		13.074	0.333	2.54	-5.62
		Encompass Health	42.237	8/12/24	1.33	9.502		11.733	-2.232	-19.02	-5.60
		Paychex	60.175	8/12/24	-0.57	19.110		20.283	-1.173	-5.78	-5.83
		Walt Disney	41.794	8/12/24	-0.30	16.066		17.284	-1.218	-7.05	-6.59
	L	LTC Properties	17.457	8/12/24	-0.22	11.364		12.293	-0.929	-7.56	-6.62
		Paccar	44.819	8/12/24	-0.74	24.167		23.203	0.964	4.16	-6.94
	L	Texas Instruments	93.392	8/12/24	-0.08	15.351		15.867	-0.516	-3.25	-7.05
	L	Fox A	18.882	8/12/24	-1.27	10.197		11.158	-0.961	-8.62	-7.11
		Simon Property	74.447	8/12/24	-3.51	47.284		53.481	-6.197	-11.59	-7.19
	S	Xerox	4.722	8/12/24	-2.51	32.405		34.425	-2.020	-5.87	-7.36
		Landstar System	90.012	8/12/24	-1.04	20.370		21.834	-1.464	-6.71	-7.42
		⇓instrument	freshest		⇓ Δday	12/03/07	⇓ Δwk	3/05/07	prc diff	⇓ Δ39	∅-RS
	L	United Natural Foods	5.991	8/12/24	-1.28	13.683		14.773	-1.090	-7.38	-7.50
		Automatic Data	126.001	8/12/24	-1.17	21.994		24.889	-2.896	-11.63	-7.78
		Eli Lilly	430.043	8/12/24	-0.82	25.543		26.512	-0.968	-3.65	-7.85
		JP Morgan Chase	100.263	8/12/24	0.19	21.984		24.412	-2.428	-9.94	-8.02
		United Airlines	19.655	8/12/24	-2.51	19.358		19.744	-0.386	-1.95	-8.21
		Applied Materials	93.893	8/12/24	1.00	8.850		9.135	-0.285	-3.12	-9.10
	L	Amgen	155.605	8/12/24	-0.77	26.788		31.919	-5.130	-16.07	-9.11
		Lam Research	394.307	8/12/24	0.37	22.952		23.369	-0.418	-1.79	-9.71
	L	Pfizer	13.834	8/12/24	-0.35	11.452		12.683	-1.232	-9.71	-9.88
		Southwest Airlines	12.341	8/12/24	0.20	6.681		7.749	-1.067	-13.78	-10.94
		Cintas	369.381	8/12/24	0.53	16.319		19.847	-3.528	-17.77	-10.91
		Wells Fargo	25.315	8/12/24	-1.33	15.483		17.474	-1.992	-11.40	-11.84
	L	Bank of America	18.561	8/12/24	-0.29	22.110		25.490	-3.380	-13.26	-11.97
	L	Take-Two Interactive	71.622	8/12/24	1.71	7.916		8.976	-1.060	-11.80	-12.37
	L	AstraZeneca	40.127	8/12/24	1.64	11.461		13.744	-2.283	-16.61	-12.63
	S	CoStar	35.026	8/12/24	-2.50	2.239		2.231	0.009	0.39	-13.06
		KLA-Tencor	368.365	8/12/24	1.44	23.355		26.255	-2.900	-11.05	-13.10
	S	FedEx	135.741	8/12/24	0.63	47.289		57.086	-9.796	-17.16	-13.27
		Synopsys	253.266	8/12/24	-0.74	11.476		12.493	-1.018	-8.14	-13.34
	S	Ford Motor	4.795	8/12/24	-2.38	3.525		3.892	-0.367	-9.43	-13.76
		Marvell Tech	29.424	8/12/24	-0.08	7.610		9.572	-1.962	-20.49	-13.76
		ON Semiconductor	34.218	8/12/24	-1.30	4.308		4.729	-0.421	-8.90	-14.00
		Marsh & McLennan	105.690	8/12/24	-1.23	12.312		14.876	-2.564	-17.23	-14.67
		Ross Stores	68.403	8/12/24	0.74	3.215		4.077	-0.862	-21.14	-14.67
	L	Analog Devices	103.127	8/12/24	0.36	14.923		18.024	-3.100	-17.20	-16.09
		⇓instrument	freshest		⇓ Δday	12/03/07	⇓ Δwk	3/05/07	prc diff	⇓ Δ39	∅-RS
		MillerKnoll	13.197	8/12/24	-3.49	13.538		18.851	-5.313	-28.18	-16.47
	S	Align Technology	103.852	8/12/24	-0.63	7.946		8.334	-0.389	-4.66	-17.40
		Ryder System	64.109	8/12/24	-1.29	21.012		25.321	-4.309	-17.02	-17.93
		AIG	34.821	8/12/24	-0.62	553.369		711.504	-158.135	-22.23	-18.22
		Steelcase	5.976	8/12/24	-1.76	7.464		9.916	-2.452	-24.72	-18.91
		Marriott	104.391	8/12/24	-1.51	18.006		23.857	-5.851	-24.52	-19.25
	S	Old Dominion FL	92.692	8/12/24	-1.35	1.648		2.214	-0.565	-25.54	-19.31
	S	Walgreens Boots	4.960	8/12/24	-4.49	17.700		22.548	-4.848	-21.50	-19.52
		Alaska Air Group	16.820	8/12/24	-0.26	2.987		4.960	-1.974	-39.79	-20.13
	S	Comcast	18.736	8/12/24	-1.41	5.118		6.496	-1.378	-21.21	-20.82
	S	Dollar Tree	45.660	8/12/24	-1.21	4.768		5.772	-1.003	-17.39	-21.82
		Lowe´s	112.361	8/12/24	-2.02	11.734		16.314	-4.580	-28.08	-22.03
	S	Cognizant	35.565	8/12/24	-1.72	7.661		10.975	-3.313	-30.19	-23.34
		Starbucks	37.457	8/12/24	2.58	5.546		7.551	-2.005	-26.55	-23.58
	L	Vertex	225.875	8/12/24	-0.84	12.157		14.825	-2.668	-18.00	-23.82
		Home Depot	168.155	8/12/24	-0.81	13.854		19.857	-6.003	-30.23	-24.53
	L	Morgan Stanley	46.117	8/12/24	0.13	25.422		36.787	-11.365	-30.89	-29.55
	L	Micron Technology	46.020	8/12/24	1.68	4.036		5.993	-1.957	-32.65	-31.22
		Capital One	64.245	8/12/24	-1.56	24.746		38.189	-13.443	-35.20	-31.30
		Citigroup	28.126	8/12/24		160.759		252.898	-92.139	-36.43	-34.09
		AMD	66.506	8/12/24	1.86	4.697		7.163	-2.466	-34.43	-34.50
		IDEXX Labs	233.373	8/12/24	-0.60	14.527		21.819	-7.291	-33.42	-38.76
		Avis Budget	40.413	8/12/24	-4.43	6.866		13.048	-6.182	-47.38	-43.16
	S	American Airlines	4.673	8/12/24	-2.54	9.691		25.721	-16.030	-62.32	-45.25
		AbbVie	92.478	8/12/24	0.13						-na-
		⇓instrument	freshest		⇓ Δday	12/03/07	⇓ Δwk	3/05/07	prc diff	⇓ Δ39	∅-RS
		Airbnb	55.249	8/12/24	-1.27						-na-
		Altus Power	1.430	8/12/24	-6.96						-na-
	L	American Water	69.322	8/12/24	0.20						-na-
	L	Array Tech	3.418	8/12/24	-0.99						-na-
	S	Atlassian	68.345	8/12/24	-0.62						-na-
	L	Bloom Energy	5.417	8/12/24	-3.05						-na-
		Broadcom	72.269	8/12/24	0.24						-na-
		Cadence	129.658	8/12/24	-1.29	8.271		10.506	-2.235	-21.27	-19.18
		CDW	103.137	8/12/24	-0.76						-na-
	L	Charter Comm	170.562	8/12/24	-3.75						-na-
		Constellation Energy	91.092	8/12/24	-1.16						-na-
		CrowdStrike	116.383	8/12/24	-0.65						-na-
		Datadog	54.539	8/12/24	-0.11						-na-
		Delta Air Lines	18.994	8/12/24	-0.61	9.521					-na-
		Diamondback Energy	97.880	8/12/24	0.76						-na-
		DoorDash	60.316	8/12/24	0.19						-na-
		Dow	25.393	8/12/24	-0.84						-na-
	L	DuPont	38.089	8/12/24	-0.25						-na-
		Energy Recovery	8.072	8/12/24	-0.30						-na-
	L	Enphase Energy	53.056	8/12/24	1.16						-na-
	S	Fortinet	34.214	8/12/24	0.96						-na-
		GE HealthCare	40.054	8/12/24	-1.24						-na-
	L	General Motors	20.905	8/12/24	-1.13						-na-
		GlobalFoundries	21.021	8/12/24	-1.05						-na-
	L	Hannon Armstrong SIC	14.690	8/12/24	-1.63						-na-
		⇓instrument	freshest		⇓ Δday	12/03/07	⇓ Δwk	3/05/07	prc diff	⇓ Δ39	∅-RS
	S	Kraft Heinz	16.616	8/12/24	-3.12						-na-
		Matson	63.278	8/12/24	0.73						-na-
		Meta Platforms	250.888	8/12/24	-0.35						-na-
	L	Moderna	39.528	8/12/24	-4.29						-na-
	S	MongoDB	112.993	8/12/24	-1.08						-na-
		Palo Alto Networks	161.002	8/12/24	-0.11						-na-
		PayPal	30.858	8/12/24	-1.95						-na-
	L	Philip Morris	56.450	8/12/24	0.07						-na-
	S	Shoals Technologies	2.495	8/12/24	0.20						-na-
	L	Sprouts	46.769	8/12/24	-0.10						-na-
	L	Sunnova Energy	3.219	8/12/24	-4.47						-na-
	L	Sunrun	8.427	8/12/24	-3.13						-na-
	L	T-Mobile US	94.797	8/12/24	0.39	15.726					-na-
		Tesla Motors	96.032	8/12/24	-1.26						-na-
	L	The Trade Desk	47.187	8/12/24	-2.28						-na-
		Uber Technologies	33.679	8/12/24	1.05						-na-
	L	Verisk Analytics	127.576	8/12/24	-0.67						-na-
		Visa	126.375	8/12/24	0.05						-na-
	S	Workday	102.393	8/12/24	-0.65						-na-
		Zscaler	83.905	8/12/24	-1.04						-na-
USA - 173 out of 219 instruments rated - 12/03/07 / 3/05/07 - 94 did rise, Market-Ratio(39) in GBP = 54.34 %
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