| | Sat, Dec 6th, 2025, 9:14UTC |
| | |
Assessment - United States in Pound sterling - 2/11/08 - RS = 39
⇐
| |
|
instrument |
freshest |
⇓ Δday |
2/11/08 |
⇓ Δwk |
5/14/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 500 |
2,746.617 |
8/12/24 |
|
688.213 |
|
758.632 |
-70.420 |
-9.28 |
|
-6.28 |
| |  |
 |
 |
 |
L |
 |
3M |
63.398 |
8/12/24 |
-0.65 |
40.744 |
|
42.813 |
-2.069 |
-4.83 |
|
-2.55 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
55.401 |
8/12/24 |
-0.84 |
14.477 |
|
14.624 |
-0.146 |
-1.00 |
|
5.53 |
| |  |
 |
 |
 |
|
 |
AbbVie |
97.738 |
8/12/24 |
0.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Adobe |
272.858 |
8/12/24 |
-1.00 |
17.391 |
|
21.101 |
-3.710 |
-17.58 |
|
-16.18 |
| |  |
 |
 |
 |
L |
 |
Adtalem |
36.725 |
8/12/24 |
-0.85 |
25.619 |
|
16.988 |
8.631 |
50.81 |
|
38.61 |
| |  |
 |
 |
 |
L |
 |
AES |
8.588 |
8/12/24 |
0.30 |
9.955 |
|
11.381 |
-1.426 |
-12.53 |
|
-5.14 |
| |  |
 |
 |
 |
|
 |
Airbnb |
58.392 |
8/12/24 |
-1.27 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
17.777 |
8/12/24 |
-0.26 |
3.555 |
|
3.649 |
-0.094 |
-2.58 |
|
4.10 |
| |  |
 |
 |
 |
L |
 |
Alphabet A |
83.405 |
8/12/24 |
-0.84 |
6.717 |
|
5.844 |
0.872 |
14.92 |
|
-0.27 |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
84.258 |
8/12/24 |
-0.87 |
6.671 |
|
5.805 |
0.866 |
14.92 |
|
-0.28 |
| |  |
 |
 |
 |
L |
 |
Altria |
25.856 |
8/12/24 |
-0.24 |
12.377 |
|
11.552 |
0.825 |
7.14 |
|
6.25 |
| |  |
 |
 |
 |
|
 |
Altus Power |
1.511 |
8/12/24 |
-6.96 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Amazon.com |
85.723 |
8/12/24 |
-0.08 |
1.932 |
|
1.557 |
0.375 |
24.09 |
|
17.86 |
| |  |
 |
 |
 |
|
 |
AMD |
70.290 |
8/12/24 |
1.86 |
3.227 |
|
7.752 |
-4.525 |
-58.37 |
|
-45.07 |
| |  |
 |
 |
 |
L |
 |
AEP |
49.923 |
8/12/24 |
-0.40 |
22.320 |
|
24.811 |
-2.491 |
-10.04 |
|
-4.16 |
| |  |
 |
 |
 |
|
 |
AIG |
36.802 |
8/12/24 |
-0.62 |
459.860 |
|
731.505 |
-271.645 |
-37.14 |
|
-28.78 |
| |  |
 |
 |
 |
S |
 |
Align Technology |
109.759 |
8/12/24 |
-0.63 |
6.727 |
|
11.411 |
-4.684 |
-41.05 |
|
-31.47 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
4.939 |
8/12/24 |
-2.54 |
7.765 |
|
16.922 |
-9.157 |
-54.11 |
|
-40.60 |
| |  |
 |
 |
 |
|
 |
American Express |
121.826 |
8/12/24 |
-0.34 |
22.936 |
|
31.503 |
-8.567 |
-27.19 |
|
-20.17 |
| |  |
 |
 |
 |
L |
 |
American Water |
73.265 |
8/12/24 |
0.20 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Amgen |
164.456 |
8/12/24 |
-0.77 |
23.836 |
|
28.298 |
-4.462 |
-15.77 |
|
-12.84 |
| |  |
 |
 |
 |
L |
 |
Analog Devices |
108.993 |
8/12/24 |
0.36 |
14.518 |
|
20.112 |
-5.594 |
-27.81 |
|
-16.20 |
| |  |
 |
 |
 |
|
 |
Ansys |
161.018 |
8/12/24 |
0.69 |
18.090 |
|
14.099 |
3.992 |
28.31 |
|
18.14 |
| |  |
 |
 |
 |
L |
 |
Apple |
111.794 |
8/12/24 |
0.71 |
2.376 |
|
1.971 |
0.405 |
20.54 |
|
4.65 |
| |
|
instrument |
freshest |
⇓ Δday |
2/11/08 |
⇓ Δwk |
5/14/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Applied Materials |
99.234 |
8/12/24 |
1.00 |
9.502 |
|
10.336 |
-0.834 |
-8.07 |
|
-1.42 |
| |  |
 |
 |
 |
L |
 |
Array Tech |
3.613 |
8/12/24 |
-0.99 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
AstraZeneca |
42.409 |
8/12/24 |
1.64 |
9.801 |
|
13.420 |
-3.619 |
-26.97 |
|
-21.54 |
| |  |
 |
 |
 |
L |
 |
AT&T |
9.986 |
8/12/24 |
-0.31 |
18.948 |
|
20.203 |
-1.255 |
-6.21 |
|
-3.73 |
| |  |
 |
 |
 |
S |
 |
Atlassian |
72.232 |
8/12/24 |
-0.62 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Autodesk |
123.121 |
8/12/24 |
-0.36 |
20.172 |
|
21.914 |
-1.742 |
-7.95 |
|
-8.83 |
| |  |
 |
 |
 |
|
 |
Automatic Data |
133.168 |
8/12/24 |
-1.17 |
19.760 |
|
24.034 |
-4.273 |
-17.78 |
|
-14.70 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
42.712 |
8/12/24 |
-4.43 |
6.203 |
|
14.283 |
-8.080 |
-56.57 |
|
-39.18 |
| |  |
 |
 |
 |
|
 |
Baker Hughes |
18.064 |
8/12/24 |
0.23 |
33.184 |
|
40.482 |
-7.297 |
-18.03 |
|
-15.48 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
19.617 |
8/12/24 |
-0.29 |
21.657 |
|
25.628 |
-3.972 |
-15.50 |
|
-9.29 |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
32.516 |
8/12/24 |
-0.80 |
23.764 |
|
20.556 |
3.208 |
15.60 |
|
9.75 |
| |  |
 |
 |
 |
S |
 |
Baxter |
18.979 |
8/12/24 |
-0.59 |
16.995 |
|
15.793 |
1.202 |
7.61 |
|
12.10 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
221.188 |
8/12/24 |
-0.30 |
47.744 |
|
36.742 |
11.002 |
29.94 |
|
21.61 |
| |  |
 |
 |
 |
L |
 |
Biogen |
103.320 |
8/12/24 |
-0.48 |
31.319 |
|
23.519 |
7.800 |
33.16 |
|
12.05 |
| |  |
 |
 |
 |
L |
 |
Bloom Energy |
5.725 |
8/12/24 |
-3.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Boeing |
84.351 |
8/12/24 |
-2.25 |
41.695 |
|
47.219 |
-5.525 |
-11.70 |
|
-10.54 |
| |  |
 |
 |
 |
|
 |
Booking |
1,767.482 |
8/12/24 |
-0.11 |
52.832 |
|
28.142 |
24.690 |
87.73 |
|
46.28 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
24.185 |
8/12/24 |
0.73 |
11.795 |
|
15.186 |
-3.392 |
-22.33 |
|
-16.89 |
| |  |
 |
 |
 |
|
 |
Broadcom |
76.380 |
8/12/24 |
0.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
50.724 |
8/12/24 |
0.20 |
27.978 |
|
26.814 |
1.164 |
4.34 |
|
9.95 |
| |  |
 |
 |
 |
|
 |
Cadence |
137.033 |
8/12/24 |
-1.29 |
5.617 |
|
10.927 |
-5.309 |
-48.59 |
|
-41.83 |
| |  |
 |
 |
 |
L |
 |
California Water |
26.894 |
8/12/24 |
-0.42 |
8.937 |
|
9.655 |
-0.718 |
-7.43 |
|
-6.90 |
| |  |
 |
 |
 |
|
 |
Capital One |
67.900 |
8/12/24 |
-1.56 |
24.062 |
|
38.902 |
-14.840 |
-38.15 |
|
-25.35 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
172.694 |
8/12/24 |
-0.66 |
35.677 |
|
38.508 |
-2.832 |
-7.35 |
|
-1.98 |
| |  |
 |
 |
 |
|
 |
CDW |
109.004 |
8/12/24 |
-0.76 |
|
|
|
|
|
|
-na- |
| |
|
instrument |
freshest |
⇓ Δday |
2/11/08 |
⇓ Δwk |
5/14/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Charter Comm |
180.264 |
8/12/24 |
-3.75 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Chevron |
74.529 |
8/12/24 |
0.02 |
41.335 |
|
40.815 |
0.520 |
1.27 |
|
-0.65 |
| |  |
 |
 |
 |
|
 |
Cintas |
390.393 |
8/12/24 |
0.53 |
14.986 |
|
18.189 |
-3.203 |
-17.61 |
|
-14.33 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
23.055 |
8/12/24 |
-1.34 |
12.088 |
|
13.268 |
-1.181 |
-8.90 |
|
-13.86 |
| |  |
 |
 |
 |
|
 |
Citigroup |
29.725 |
8/12/24 |
|
132.644 |
|
266.782 |
-134.138 |
-50.28 |
|
-37.65 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
35.034 |
8/12/24 |
-0.74 |
15.289 |
|
13.273 |
2.016 |
15.19 |
|
12.06 |
| |  |
 |
 |
 |
S |
 |
Cognizant |
37.588 |
8/12/24 |
-1.72 |
8.249 |
|
9.923 |
-1.675 |
-16.88 |
|
-12.21 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
52.050 |
8/12/24 |
-0.77 |
19.429 |
|
16.708 |
2.721 |
16.29 |
|
11.00 |
| |  |
 |
 |
 |
S |
 |
Comcast |
19.802 |
8/12/24 |
-1.41 |
4.376 |
|
6.707 |
-2.331 |
-34.76 |
|
-25.25 |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
56.547 |
8/12/24 |
2.04 |
30.590 |
|
27.602 |
2.989 |
10.83 |
|
2.26 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
52.390 |
8/12/24 |
0.91 |
21.878 |
|
25.588 |
-3.710 |
-14.50 |
|
-7.90 |
| |  |
 |
 |
 |
|
 |
Constellation Energy |
96.274 |
8/12/24 |
-1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Copart |
25.830 |
8/12/24 |
-1.43 |
1.236 |
|
0.931 |
0.305 |
32.82 |
|
23.58 |
| |  |
 |
 |
 |
S |
 |
CoStar |
37.018 |
8/12/24 |
-2.50 |
1.895 |
|
2.428 |
-0.533 |
-21.96 |
|
-23.55 |
| |  |
 |
 |
 |
L |
 |
Costco |
443.810 |
8/12/24 |
1.01 |
32.891 |
|
27.607 |
5.284 |
19.14 |
|
9.15 |
| |  |
 |
 |
 |
|
 |
CrowdStrike |
123.003 |
8/12/24 |
-0.65 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
CSX |
17.216 |
8/12/24 |
-1.47 |
2.792 |
|
2.517 |
0.274 |
10.90 |
|
16.48 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
28.682 |
8/12/24 |
-2.28 |
20.644 |
|
18.850 |
1.794 |
9.52 |
|
11.73 |
| |  |
 |
 |
 |
|
 |
Datadog |
57.642 |
8/12/24 |
-0.11 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Deckers Outdoor |
471.938 |
8/12/24 |
3.15 |
19.635 |
|
13.442 |
6.194 |
46.08 |
|
21.98 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
20.074 |
8/12/24 |
-0.61 |
9.251 |
|
9.534 |
-0.283 |
-2.97 |
|
-na- |
| |  |
 |
 |
 |
|
 |
Devon Energy |
23.296 |
8/12/24 |
0.91 |
48.150 |
|
38.357 |
9.793 |
25.53 |
|
22.67 |
| |  |
 |
 |
 |
|
 |
DexCom |
36.627 |
8/12/24 |
2.16 |
1.066 |
|
0.943 |
0.124 |
13.14 |
|
2.39 |
| |  |
 |
 |
 |
|
 |
Diamondback Energy |
103.448 |
8/12/24 |
0.76 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Dollar Tree |
48.258 |
8/12/24 |
-1.21 |
4.514 |
|
6.980 |
-2.466 |
-35.33 |
|
-22.42 |
| |
|
instrument |
freshest |
⇓ Δday |
2/11/08 |
⇓ Δwk |
5/14/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
28.122 |
8/12/24 |
0.46 |
21.559 |
|
22.830 |
-1.271 |
-5.57 |
|
-2.41 |
| |  |
 |
 |
 |
|
 |
DoorDash |
63.747 |
8/12/24 |
0.19 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Dow |
26.837 |
8/12/24 |
-0.84 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
DuPont |
40.256 |
8/12/24 |
-0.25 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
58.264 |
8/12/24 |
0.62 |
28.523 |
|
31.099 |
-2.576 |
-8.28 |
|
-1.40 |
| |  |
 |
 |
 |
L |
 |
eBay |
28.682 |
8/12/24 |
-1.26 |
6.093 |
|
7.205 |
-1.112 |
-15.43 |
|
-12.57 |
| |  |
 |
 |
 |
|
 |
Edison International |
42.353 |
8/12/24 |
0.52 |
26.457 |
|
29.081 |
-2.624 |
-9.02 |
|
-1.74 |
| |  |
 |
 |
 |
|
 |
Electronic Arts |
74.987 |
8/12/24 |
-0.47 |
25.038 |
|
24.518 |
0.520 |
2.12 |
|
-4.09 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
454.505 |
8/12/24 |
-0.82 |
25.814 |
|
29.883 |
-4.069 |
-13.61 |
|
-6.75 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
52.970 |
8/12/24 |
-0.60 |
26.400 |
|
23.135 |
3.265 |
14.11 |
|
8.08 |
| |  |
 |
 |
 |
|
 |
Encompass Health |
44.640 |
8/12/24 |
1.33 |
8.516 |
|
9.887 |
-1.371 |
-13.87 |
|
-12.16 |
| |  |
 |
 |
 |
|
 |
Energy Recovery |
8.531 |
8/12/24 |
-0.30 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Enphase Energy |
56.074 |
8/12/24 |
1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Exelon |
18.964 |
8/12/24 |
-0.54 |
40.395 |
|
38.574 |
1.821 |
4.72 |
|
8.03 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
61.214 |
8/12/24 |
0.03 |
23.024 |
|
22.247 |
0.777 |
3.49 |
|
3.31 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
61.157 |
8/12/24 |
0.13 |
42.769 |
|
41.006 |
1.762 |
4.30 |
|
1.82 |
| |  |
 |
 |
 |
|
 |
Fastenal |
33.770 |
8/12/24 |
-1.02 |
5.400 |
|
5.224 |
0.176 |
3.38 |
|
5.36 |
| |  |
 |
 |
 |
S |
 |
FedEx |
143.462 |
8/12/24 |
0.63 |
45.457 |
|
54.209 |
-8.753 |
-16.15 |
|
-12.81 |
| |  |
 |
 |
 |
L |
 |
First Solar |
112.668 |
8/12/24 |
3.51 |
112.750 |
|
32.008 |
80.742 |
252.26 |
|
140.91 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
21.688 |
8/12/24 |
0.55 |
36.103 |
|
36.252 |
-0.149 |
-0.41 |
|
7.97 |
| |  |
 |
 |
 |
|
 |
Fiserv |
82.793 |
8/12/24 |
-0.30 |
6.586 |
|
6.638 |
-0.052 |
-0.78 |
|
0.24 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
5.067 |
8/12/24 |
-2.38 |
3.284 |
|
4.396 |
-1.112 |
-25.29 |
|
-16.57 |
| |  |
 |
 |
 |
S |
 |
Fortinet |
36.160 |
8/12/24 |
0.96 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Fox A |
19.956 |
8/12/24 |
-1.27 |
10.027 |
|
10.972 |
-0.945 |
-8.62 |
|
-6.55 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
21.359 |
8/12/24 |
1.24 |
24.021 |
|
18.086 |
5.935 |
32.82 |
|
16.63 |
| |
|
instrument |
freshest |
⇓ Δday |
2/11/08 |
⇓ Δwk |
5/14/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
FuelCell Energy |
0.227 |
8/12/24 |
-1.61 |
582.421 |
|
470.941 |
111.480 |
23.67 |
|
-1.16 |
| |  |
 |
 |
 |
|
 |
GE HealthCare |
42.332 |
8/12/24 |
-1.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
General Dynamics |
149.655 |
8/12/24 |
-0.61 |
42.810 |
|
40.557 |
2.253 |
5.55 |
|
4.62 |
| |  |
 |
 |
 |
|
 |
General Electric |
85.759 |
8/12/24 |
-0.16 |
139.829 |
|
147.775 |
-7.946 |
-5.38 |
|
-6.65 |
| |  |
 |
 |
 |
L |
 |
General Motors |
22.094 |
8/12/24 |
-1.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
37.511 |
8/12/24 |
-0.91 |
11.461 |
|
10.308 |
1.152 |
11.18 |
|
13.27 |
| |  |
 |
 |
 |
|
 |
GlobalFoundries |
22.217 |
8/12/24 |
-1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
249.511 |
8/12/24 |
-0.97 |
95.523 |
|
114.152 |
-18.629 |
-16.32 |
|
-8.66 |
| |  |
 |
 |
 |
L |
 |
Hannon Armstrong SIC |
15.526 |
8/12/24 |
-1.63 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Halliburton |
16.127 |
8/12/24 |
1.23 |
17.777 |
|
17.195 |
0.582 |
3.38 |
|
1.81 |
| |  |
 |
 |
 |
L |
 |
HP |
17.360 |
8/12/24 |
0.72 |
9.949 |
|
10.319 |
-0.369 |
-3.58 |
|
-4.76 |
| |  |
 |
 |
 |
|
 |
Home Depot |
177.721 |
8/12/24 |
-0.81 |
14.745 |
|
19.688 |
-4.944 |
-25.11 |
|
-13.05 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
101.135 |
8/12/24 |
-0.73 |
29.623 |
|
29.626 |
-0.003 |
-0.01 |
|
7.11 |
| |  |
 |
 |
 |
|
 |
IBM |
97.379 |
8/12/24 |
-1.03 |
54.034 |
|
53.281 |
0.753 |
1.41 |
|
2.28 |
| |  |
 |
 |
 |
|
 |
IDEXX Labs |
246.648 |
8/12/24 |
-0.60 |
14.577 |
|
22.320 |
-7.743 |
-34.69 |
|
-32.61 |
| |  |
 |
 |
 |
S |
 |
Illumina |
64.004 |
8/12/24 |
0.79 |
17.694 |
|
8.330 |
9.364 |
112.42 |
|
64.89 |
| |  |
 |
 |
 |
S |
 |
Intel |
9.950 |
8/12/24 |
-1.78 |
10.628 |
|
11.164 |
-0.536 |
-4.80 |
|
-8.26 |
| |  |
 |
 |
 |
|
 |
Interface |
8.382 |
8/12/24 |
-0.79 |
7.971 |
|
8.514 |
-0.543 |
-6.38 |
|
-7.87 |
| |  |
 |
 |
 |
|
 |
Intuit |
322.442 |
8/12/24 |
-0.44 |
15.418 |
|
14.031 |
1.387 |
9.89 |
|
4.31 |
| |  |
 |
 |
 |
|
 |
Intuitive Surgical |
239.248 |
8/12/24 |
0.46 |
17.237 |
|
7.303 |
9.934 |
136.03 |
|
74.47 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
83.652 |
8/12/24 |
-0.20 |
15.515 |
|
14.293 |
1.222 |
8.55 |
|
12.91 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
105.966 |
8/12/24 |
0.19 |
22.279 |
|
26.158 |
-3.880 |
-14.83 |
|
-4.70 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
82.166 |
8/12/24 |
-0.46 |
31.802 |
|
31.599 |
0.203 |
0.64 |
|
-0.24 |
| |  |
 |
 |
 |
|
 |
Kadant |
149.193 |
8/12/24 |
-1.48 |
13.085 |
|
14.126 |
-1.042 |
-7.38 |
|
-6.90 |
| |  |
 |
 |
 |
|
 |
Keurig Dr Pepper |
17.885 |
8/12/24 |
0.69 |
|
|
|
|
|
|
38.57 |
| |
|
instrument |
freshest |
⇓ Δday |
2/11/08 |
⇓ Δwk |
5/14/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Kirby |
59.877 |
8/12/24 |
-0.14 |
25.439 |
|
19.032 |
6.407 |
33.67 |
|
26.71 |
| |  |
 |
 |
 |
|
 |
KLA-Tencor |
389.319 |
8/12/24 |
1.44 |
21.672 |
|
27.955 |
-6.283 |
-22.47 |
|
-17.49 |
| |  |
 |
 |
 |
S |
 |
Kraft Heinz |
17.561 |
8/12/24 |
-3.12 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Lam Research |
416.737 |
8/12/24 |
0.37 |
19.658 |
|
26.078 |
-6.420 |
-24.62 |
|
-19.53 |
| |  |
 |
 |
 |
|
 |
Landstar System |
95.133 |
8/12/24 |
-1.04 |
24.334 |
|
24.791 |
-0.456 |
-1.84 |
|
9.75 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
286.210 |
8/12/24 |
0.97 |
55.303 |
|
50.066 |
5.238 |
10.46 |
|
8.80 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
118.753 |
8/12/24 |
-2.02 |
12.473 |
|
15.640 |
-3.168 |
-20.25 |
|
-11.34 |
| |  |
 |
 |
 |
L |
 |
LTC Properties |
18.450 |
8/12/24 |
-0.22 |
13.429 |
|
12.330 |
1.099 |
8.91 |
|
12.58 |
| |  |
 |
 |
 |
|
 |
Marriott |
110.329 |
8/12/24 |
-1.51 |
18.126 |
|
22.918 |
-4.792 |
-20.91 |
|
-13.08 |
| |  |
 |
 |
 |
|
 |
Marsh & McLennan |
111.702 |
8/12/24 |
-1.23 |
13.002 |
|
15.580 |
-2.578 |
-16.54 |
|
-6.93 |
| |  |
 |
 |
 |
|
 |
Marvell Tech |
31.098 |
8/12/24 |
-0.08 |
5.535 |
|
8.333 |
-2.798 |
-33.57 |
|
-31.21 |
| |  |
 |
 |
 |
|
 |
Mastercard |
234.191 |
8/12/24 |
-0.24 |
10.593 |
|
6.831 |
3.761 |
55.06 |
|
46.50 |
| |  |
 |
 |
 |
|
 |
Matson |
66.877 |
8/12/24 |
0.73 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
138.482 |
8/12/24 |
0.58 |
28.770 |
|
25.553 |
3.217 |
12.59 |
|
11.50 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
41.726 |
8/12/24 |
-1.04 |
24.324 |
|
27.001 |
-2.677 |
-9.91 |
|
-4.53 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
58.320 |
8/12/24 |
-0.93 |
23.286 |
|
26.285 |
-2.999 |
-11.41 |
|
-8.97 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
265.160 |
8/12/24 |
-0.35 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
MetLife |
35.898 |
8/12/24 |
-0.40 |
28.682 |
|
34.440 |
-5.758 |
-16.72 |
|
-10.62 |
| |  |
 |
 |
 |
L |
 |
Micron Technology |
48.638 |
8/12/24 |
1.68 |
3.510 |
|
6.203 |
-2.693 |
-43.41 |
|
-31.25 |
| |  |
 |
 |
 |
|
 |
Microsoft |
209.070 |
8/12/24 |
0.19 |
14.498 |
|
15.630 |
-1.133 |
-7.25 |
|
-4.90 |
| |  |
 |
 |
 |
|
 |
MillerKnoll |
13.948 |
8/12/24 |
-3.49 |
15.449 |
|
18.028 |
-2.579 |
-14.31 |
|
-0.72 |
| |  |
 |
 |
 |
L |
 |
Moderna |
41.777 |
8/12/24 |
-4.29 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Molina Healthcare |
173.537 |
8/12/24 |
-0.15 |
17.951 |
|
16.206 |
1.746 |
10.77 |
|
5.58 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
35.605 |
8/12/24 |
-0.63 |
9.781 |
|
10.647 |
-0.866 |
-8.13 |
|
-8.60 |
| |  |
 |
 |
 |
S |
 |
MongoDB |
119.421 |
8/12/24 |
-1.08 |
|
|
|
|
|
|
-na- |
| |
|
instrument |
freshest |
⇓ Δday |
2/11/08 |
⇓ Δwk |
5/14/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
S |
 |
Monster Beverage |
23.584 |
8/12/24 |
-0.37 |
1.644 |
|
1.618 |
0.027 |
1.64 |
|
-8.60 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
48.741 |
8/12/24 |
0.13 |
21.857 |
|
42.849 |
-20.991 |
-48.99 |
|
-33.07 |
| |  |
 |
 |
 |
|
 |
Netflix |
325.387 |
8/12/24 |
-0.13 |
1.974 |
|
1.583 |
0.391 |
24.69 |
|
28.65 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
39.870 |
8/12/24 |
0.15 |
8.160 |
|
8.281 |
-0.121 |
-1.46 |
|
4.36 |
| |  |
 |
 |
 |
|
 |
Nike |
38.359 |
8/12/24 |
0.40 |
7.794 |
|
6.671 |
1.123 |
16.83 |
|
8.61 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
121.893 |
8/12/24 |
-1.02 |
28.358 |
|
27.718 |
0.641 |
2.31 |
|
9.56 |
| |  |
 |
 |
 |
L |
 |
NVidia |
56.028 |
8/12/24 |
4.08 |
0.322 |
|
0.293 |
0.029 |
10.07 |
|
-4.11 |
| |  |
 |
 |
 |
|
 |
O'Reilly |
576.146 |
8/12/24 |
-0.30 |
15.320 |
|
17.896 |
-2.576 |
-14.40 |
|
-7.98 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
97.964 |
8/12/24 |
-1.35 |
2.257 |
|
2.191 |
0.066 |
3.01 |
|
13.43 |
| |  |
 |
 |
 |
|
 |
ON Semiconductor |
36.165 |
8/12/24 |
-1.30 |
3.212 |
|
5.542 |
-2.330 |
-42.04 |
|
-35.79 |
| |  |
 |
 |
 |
L |
 |
Oracle |
68.136 |
8/12/24 |
0.39 |
9.991 |
|
9.559 |
0.432 |
4.52 |
|
1.19 |
| |  |
 |
 |
 |
L |
 |
Ormat Technologies |
36.854 |
8/12/24 |
-1.10 |
21.179 |
|
18.114 |
3.065 |
16.92 |
|
-1.44 |
| |  |
 |
 |
 |
|
 |
Paccar |
47.368 |
8/12/24 |
-0.74 |
22.402 |
|
29.464 |
-7.062 |
-23.97 |
|
-15.66 |
| |  |
 |
 |
 |
|
 |
Palo Alto Networks |
170.161 |
8/12/24 |
-0.11 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Paychex |
63.598 |
8/12/24 |
-0.57 |
16.667 |
|
19.501 |
-2.835 |
-14.54 |
|
-15.69 |
| |  |
 |
 |
 |
|
 |
PayPal |
32.614 |
8/12/24 |
-1.95 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
PepsiCo |
88.097 |
8/12/24 |
-0.56 |
36.468 |
|
33.709 |
2.760 |
8.19 |
|
5.97 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
14.621 |
8/12/24 |
-0.35 |
11.409 |
|
13.743 |
-2.334 |
-16.98 |
|
-7.93 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
59.662 |
8/12/24 |
0.07 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Plug Power |
1.002 |
8/12/24 |
-1.02 |
1.583 |
|
1.650 |
-0.067 |
-4.09 |
|
0.14 |
| |  |
 |
 |
 |
S |
 |
Potlatch |
20.999 |
8/12/24 |
-1.99 |
21.014 |
|
21.858 |
-0.844 |
-3.86 |
|
-4.59 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
85.728 |
8/12/24 |
-2.19 |
33.919 |
|
31.150 |
2.769 |
8.89 |
|
2.61 |
| |  |
 |
 |
 |
L |
 |
PSEG |
41.376 |
8/12/24 |
0.81 |
23.373 |
|
22.790 |
0.584 |
2.56 |
|
6.35 |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
83.713 |
8/12/24 |
-0.97 |
21.513 |
|
22.333 |
-0.820 |
-3.67 |
|
4.72 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
59.924 |
8/12/24 |
0.39 |
23.148 |
|
21.677 |
1.470 |
6.78 |
|
2.17 |
| |
|
instrument |
freshest |
⇓ Δday |
2/11/08 |
⇓ Δwk |
5/14/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Regeneron |
576.156 |
8/12/24 |
-0.90 |
9.826 |
|
13.829 |
-4.002 |
-28.94 |
|
-3.02 |
| |  |
 |
 |
 |
|
 |
Roper Technologies |
267.277 |
8/12/24 |
-1.27 |
28.029 |
|
28.258 |
-0.228 |
-0.81 |
|
-4.76 |
| |  |
 |
 |
 |
|
 |
Ross Stores |
72.294 |
8/12/24 |
0.74 |
3.588 |
|
4.185 |
-0.597 |
-14.26 |
|
-0.96 |
| |  |
 |
 |
 |
|
 |
Ryder System |
67.756 |
8/12/24 |
-1.29 |
30.193 |
|
26.623 |
3.570 |
13.41 |
|
20.73 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
129.155 |
8/12/24 |
-0.48 |
7.041 |
|
5.444 |
1.596 |
29.32 |
|
19.13 |
| |  |
 |
 |
 |
S |
 |
Shoals Technologies |
2.636 |
8/12/24 |
0.20 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Simon Property |
78.682 |
8/12/24 |
-3.51 |
42.964 |
|
56.157 |
-13.193 |
-23.49 |
|
-12.66 |
| |  |
 |
 |
 |
S |
 |
Sirius XM |
1.531 |
8/12/24 |
-5.10 |
1.614 |
|
1.398 |
0.216 |
15.43 |
|
2.43 |
| |  |
 |
 |
 |
L |
 |
Southern |
44.814 |
8/12/24 |
0.46 |
18.337 |
|
18.674 |
-0.337 |
-1.80 |
|
0.77 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
13.043 |
8/12/24 |
0.20 |
6.583 |
|
7.242 |
-0.659 |
-9.10 |
|
-8.00 |
| |  |
 |
 |
 |
L |
 |
Sprouts |
49.429 |
8/12/24 |
-0.10 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Starbucks |
39.588 |
8/12/24 |
2.58 |
4.759 |
|
7.293 |
-2.534 |
-34.74 |
|
-26.49 |
| |  |
 |
 |
 |
|
 |
Steelcase |
6.316 |
8/12/24 |
-1.76 |
7.750 |
|
9.539 |
-1.789 |
-18.75 |
|
-11.60 |
| |  |
 |
 |
 |
L |
 |
Sunnova Energy |
3.402 |
8/12/24 |
-4.47 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
SunPower |
0.103 |
8/12/24 |
-4.76 |
37.815 |
|
28.581 |
9.234 |
32.31 |
|
11.44 |
| |  |
 |
 |
 |
L |
 |
Sunrun |
8.906 |
8/12/24 |
-3.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Synopsys |
267.673 |
8/12/24 |
-0.74 |
11.507 |
|
14.237 |
-2.731 |
-19.18 |
|
-11.55 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
100.190 |
8/12/24 |
0.39 |
16.775 |
|
32.220 |
-15.445 |
-47.94 |
|
-na- |
| |  |
 |
 |
 |
L |
 |
Take-Two Interactive |
75.696 |
8/12/24 |
1.71 |
8.351 |
|
9.705 |
-1.354 |
-13.95 |
|
-5.90 |
| |  |
 |
 |
 |
|
 |
Target |
69.390 |
8/12/24 |
-0.35 |
27.850 |
|
29.262 |
-1.413 |
-4.83 |
|
-6.69 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
101.495 |
8/12/24 |
-1.25 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
98.704 |
8/12/24 |
-0.08 |
15.500 |
|
18.638 |
-3.138 |
-16.84 |
|
-7.18 |
| |  |
 |
 |
 |
L |
 |
The Trade Desk |
49.871 |
8/12/24 |
-2.28 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
307.877 |
8/12/24 |
0.48 |
28.734 |
|
26.941 |
1.793 |
6.66 |
|
8.87 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
107.786 |
8/12/24 |
-1.29 |
23.594 |
|
28.394 |
-4.800 |
-16.90 |
|
-9.69 |
| |
|
instrument |
freshest |
⇓ Δday |
2/11/08 |
⇓ Δwk |
5/14/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
21.312 |
8/12/24 |
-1.43 |
16.492 |
|
17.367 |
-0.875 |
-5.04 |
|
0.00 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
35.594 |
8/12/24 |
1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
121.672 |
8/12/24 |
-0.32 |
16.124 |
|
14.814 |
1.311 |
8.85 |
|
11.93 |
| |  |
 |
 |
 |
|
 |
United Airlines |
20.773 |
8/12/24 |
-2.51 |
20.614 |
|
17.044 |
3.570 |
20.95 |
|
3.02 |
| |  |
 |
 |
 |
L |
 |
United Natural Foods |
6.332 |
8/12/24 |
-1.28 |
12.247 |
|
15.136 |
-2.889 |
-19.09 |
|
-12.84 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
290.517 |
8/12/24 |
1.17 |
24.781 |
|
26.663 |
-1.882 |
-7.06 |
|
-5.02 |
| |  |
 |
 |
 |
S |
 |
UPS |
64.169 |
8/12/24 |
-0.76 |
36.699 |
|
35.672 |
1.028 |
2.88 |
|
0.83 |
| |  |
 |
 |
 |
L |
 |
Verisk Analytics |
134.833 |
8/12/24 |
-0.67 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Verizon |
20.829 |
8/12/24 |
-0.54 |
18.823 |
|
20.901 |
-2.079 |
-9.95 |
|
-8.39 |
| |  |
 |
 |
 |
L |
 |
Vertex |
238.723 |
8/12/24 |
-0.84 |
9.359 |
|
15.353 |
-5.994 |
-39.04 |
|
-35.12 |
| |  |
 |
 |
 |
|
 |
Visa |
133.564 |
8/12/24 |
0.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Walmart |
35.307 |
8/12/24 |
1.10 |
8.497 |
|
8.048 |
0.449 |
5.57 |
|
8.73 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
5.242 |
8/12/24 |
-4.49 |
18.455 |
|
22.323 |
-3.868 |
-17.33 |
|
-11.80 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
44.172 |
8/12/24 |
-0.30 |
16.410 |
|
18.126 |
-1.716 |
-9.47 |
|
-2.43 |
| |  |
 |
 |
 |
|
 |
Warner Bros. Disc |
3.448 |
8/12/24 |
-4.55 |
5.846 |
|
5.791 |
0.055 |
0.94 |
|
1.75 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
26.755 |
8/12/24 |
-1.33 |
15.181 |
|
17.816 |
-2.634 |
-14.79 |
|
-10.24 |
| |  |
 |
 |
 |
S |
 |
Workday |
108.217 |
8/12/24 |
-0.65 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
29.818 |
8/12/24 |
0.10 |
10.592 |
|
12.062 |
-1.470 |
-12.19 |
|
-4.57 |
| |  |
 |
 |
 |
S |
 |
Xerox |
4.990 |
8/12/24 |
-2.51 |
31.411 |
|
36.156 |
-4.745 |
-13.12 |
|
-8.25 |
| |  |
 |
 |
 |
|
 |
Zscaler |
88.678 |
8/12/24 |
-1.04 |
|
|
|
|
|
|
-na- |
| USA - 175 out of 219 instruments rated - 2/11/08 / 5/14/07 - 70 did rise, Market-Ratio(39) in GBP = 40.00 % |
| 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 |
|
|