| | Sat, Dec 6th, 2025, 9:09UTC |
| | |
Assessment - United States in Pound sterling - 3/03/08 - RS = 39
⇐
| |
|
instrument |
freshest |
⇓ Δday |
3/03/08 |
⇓ Δwk |
6/04/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 500 |
2,686.807 |
8/12/24 |
|
669.310 |
|
776.284 |
-106.974 |
-13.78 |
|
-8.48 |
| |  |
 |
 |
 |
L |
 |
3M |
62.017 |
8/12/24 |
-0.65 |
39.460 |
|
44.418 |
-4.958 |
-11.16 |
|
-5.93 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
54.195 |
8/12/24 |
-0.84 |
13.380 |
|
14.026 |
-0.646 |
-4.60 |
|
-2.72 |
| |  |
 |
 |
 |
|
 |
AbbVie |
95.610 |
8/12/24 |
0.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Adobe |
266.917 |
8/12/24 |
-1.00 |
16.520 |
|
22.484 |
-5.964 |
-26.53 |
|
-19.69 |
| |  |
 |
 |
 |
L |
 |
Adtalem |
35.925 |
8/12/24 |
-0.85 |
22.367 |
|
17.602 |
4.765 |
27.07 |
|
17.79 |
| |  |
 |
 |
 |
L |
 |
AES |
8.401 |
8/12/24 |
0.30 |
9.270 |
|
11.676 |
-2.405 |
-20.60 |
|
-10.90 |
| |  |
 |
 |
 |
|
 |
Airbnb |
57.121 |
8/12/24 |
-1.27 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
17.390 |
8/12/24 |
-0.26 |
3.001 |
|
3.548 |
-0.547 |
-15.41 |
|
-10.34 |
| |  |
 |
 |
 |
L |
 |
Alphabet A |
81.589 |
8/12/24 |
-0.84 |
5.762 |
|
6.413 |
-0.652 |
-10.16 |
|
-14.88 |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
82.423 |
8/12/24 |
-0.87 |
5.723 |
|
6.370 |
-0.647 |
-10.16 |
|
-14.88 |
| |  |
 |
 |
 |
L |
 |
Altria |
25.293 |
8/12/24 |
-0.24 |
12.208 |
|
12.043 |
0.166 |
1.37 |
|
4.04 |
| |  |
 |
 |
 |
|
 |
Altus Power |
1.478 |
8/12/24 |
-6.96 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Amazon.com |
83.856 |
8/12/24 |
-0.08 |
1.569 |
|
1.776 |
-0.207 |
-11.63 |
|
-8.21 |
| |  |
 |
 |
 |
|
 |
AMD |
68.759 |
8/12/24 |
1.86 |
3.398 |
|
7.147 |
-3.748 |
-52.45 |
|
-38.86 |
| |  |
 |
 |
 |
L |
 |
AEP |
48.836 |
8/12/24 |
-0.40 |
20.713 |
|
23.649 |
-2.936 |
-12.42 |
|
-10.70 |
| |  |
 |
 |
 |
|
 |
AIG |
36.001 |
8/12/24 |
-0.62 |
469.453 |
|
731.811 |
-262.357 |
-35.85 |
|
-25.52 |
| |  |
 |
 |
 |
S |
 |
Align Technology |
107.369 |
8/12/24 |
-0.63 |
6.053 |
|
11.792 |
-5.739 |
-48.67 |
|
-37.08 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
4.831 |
8/12/24 |
-2.54 |
6.028 |
|
17.123 |
-11.095 |
-64.80 |
|
-50.32 |
| |  |
 |
 |
 |
|
 |
American Express |
119.173 |
8/12/24 |
-0.34 |
21.155 |
|
32.793 |
-11.638 |
-35.49 |
|
-25.17 |
| |  |
 |
 |
 |
L |
 |
American Water |
71.670 |
8/12/24 |
0.20 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Amgen |
160.875 |
8/12/24 |
-0.77 |
22.879 |
|
28.703 |
-5.823 |
-20.29 |
|
-14.65 |
| |  |
 |
 |
 |
L |
 |
Analog Devices |
106.620 |
8/12/24 |
0.36 |
13.529 |
|
18.525 |
-4.996 |
-26.97 |
|
-20.94 |
| |  |
 |
 |
 |
|
 |
Ansys |
157.512 |
8/12/24 |
0.69 |
18.692 |
|
14.273 |
4.419 |
30.96 |
|
20.19 |
| |  |
 |
 |
 |
L |
 |
Apple |
109.360 |
8/12/24 |
0.71 |
2.186 |
|
2.185 |
0.000 |
0.01 |
|
-6.12 |
| |
|
instrument |
freshest |
⇓ Δday |
3/03/08 |
⇓ Δwk |
6/04/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Applied Materials |
97.073 |
8/12/24 |
1.00 |
9.492 |
|
9.709 |
-0.217 |
-2.24 |
|
-1.62 |
| |  |
 |
 |
 |
L |
 |
Array Tech |
3.534 |
8/12/24 |
-0.99 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
AstraZeneca |
41.486 |
8/12/24 |
1.64 |
9.451 |
|
13.496 |
-4.045 |
-29.97 |
|
-22.58 |
| |  |
 |
 |
 |
L |
 |
AT&T |
9.768 |
8/12/24 |
-0.31 |
17.626 |
|
20.628 |
-3.002 |
-14.55 |
|
-10.26 |
| |  |
 |
 |
 |
S |
 |
Atlassian |
70.659 |
8/12/24 |
-0.62 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Autodesk |
120.440 |
8/12/24 |
-0.36 |
15.258 |
|
22.746 |
-7.488 |
-32.92 |
|
-30.70 |
| |  |
 |
 |
 |
|
 |
Automatic Data |
130.268 |
8/12/24 |
-1.17 |
20.220 |
|
25.273 |
-5.053 |
-19.99 |
|
-11.49 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
41.782 |
8/12/24 |
-4.43 |
5.766 |
|
15.428 |
-9.662 |
-62.62 |
|
-40.49 |
| |  |
 |
 |
 |
|
 |
Baker Hughes |
17.671 |
8/12/24 |
0.23 |
33.859 |
|
43.147 |
-9.288 |
-21.53 |
|
-13.90 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
19.189 |
8/12/24 |
-0.29 |
19.697 |
|
25.646 |
-5.949 |
-23.20 |
|
-16.44 |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
31.808 |
8/12/24 |
-0.80 |
22.206 |
|
20.320 |
1.886 |
9.28 |
|
2.13 |
| |  |
 |
 |
 |
S |
 |
Baxter |
18.566 |
8/12/24 |
-0.59 |
16.112 |
|
15.796 |
0.315 |
2.00 |
|
5.16 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
216.372 |
8/12/24 |
-0.30 |
45.337 |
|
36.765 |
8.572 |
23.32 |
|
13.84 |
| |  |
 |
 |
 |
L |
 |
Biogen |
101.070 |
8/12/24 |
-0.48 |
29.581 |
|
26.352 |
3.229 |
12.25 |
|
4.34 |
| |  |
 |
 |
 |
L |
 |
Bloom Energy |
5.600 |
8/12/24 |
-3.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Boeing |
82.514 |
8/12/24 |
-2.25 |
40.556 |
|
50.425 |
-9.869 |
-19.57 |
|
-12.61 |
| |  |
 |
 |
 |
|
 |
Booking |
1,728.993 |
8/12/24 |
-0.11 |
57.156 |
|
31.386 |
25.770 |
82.11 |
|
51.16 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
23.659 |
8/12/24 |
0.73 |
11.256 |
|
15.352 |
-4.096 |
-26.68 |
|
-19.81 |
| |  |
 |
 |
 |
|
 |
Broadcom |
74.716 |
8/12/24 |
0.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
49.620 |
8/12/24 |
0.20 |
25.841 |
|
27.058 |
-1.218 |
-4.50 |
|
1.44 |
| |  |
 |
 |
 |
|
 |
Cadence |
134.049 |
8/12/24 |
-1.29 |
5.414 |
|
11.978 |
-6.564 |
-54.80 |
|
-41.29 |
| |  |
 |
 |
 |
L |
 |
California Water |
26.308 |
8/12/24 |
-0.42 |
9.517 |
|
9.242 |
0.275 |
2.97 |
|
0.03 |
| |  |
 |
 |
 |
|
 |
Capital One |
66.421 |
8/12/24 |
-1.56 |
22.608 |
|
40.297 |
-17.690 |
-43.90 |
|
-27.66 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
168.934 |
8/12/24 |
-0.66 |
36.800 |
|
39.485 |
-2.685 |
-6.80 |
|
0.76 |
| |  |
 |
 |
 |
|
 |
CDW |
106.630 |
8/12/24 |
-0.76 |
|
|
|
|
|
|
-na- |
| |
|
instrument |
freshest |
⇓ Δday |
3/03/08 |
⇓ Δwk |
6/04/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Charter Comm |
176.339 |
8/12/24 |
-3.75 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Chevron |
72.906 |
8/12/24 |
0.02 |
43.838 |
|
41.927 |
1.912 |
4.56 |
|
4.32 |
| |  |
 |
 |
 |
|
 |
Cintas |
381.892 |
8/12/24 |
0.53 |
13.911 |
|
18.953 |
-5.043 |
-26.61 |
|
-18.96 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
22.553 |
8/12/24 |
-1.34 |
12.267 |
|
13.622 |
-1.356 |
-9.95 |
|
-11.69 |
| |  |
 |
 |
 |
|
 |
Citigroup |
29.078 |
8/12/24 |
|
116.081 |
|
273.105 |
-157.024 |
-57.50 |
|
-42.70 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
34.271 |
8/12/24 |
-0.74 |
14.836 |
|
13.282 |
1.554 |
11.70 |
|
7.44 |
| |  |
 |
 |
 |
S |
 |
Cognizant |
36.770 |
8/12/24 |
-1.72 |
7.546 |
|
9.840 |
-2.294 |
-23.31 |
|
-18.03 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
50.917 |
8/12/24 |
-0.77 |
19.315 |
|
16.964 |
2.351 |
13.86 |
|
9.70 |
| |  |
 |
 |
 |
S |
 |
Comcast |
19.370 |
8/12/24 |
-1.41 |
5.027 |
|
6.819 |
-1.791 |
-26.27 |
|
-12.38 |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
55.316 |
8/12/24 |
2.04 |
32.440 |
|
30.972 |
1.468 |
4.74 |
|
7.26 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
51.249 |
8/12/24 |
0.91 |
20.602 |
|
24.526 |
-3.924 |
-16.00 |
|
-12.52 |
| |  |
 |
 |
 |
|
 |
Constellation Energy |
94.177 |
8/12/24 |
-1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Copart |
25.267 |
8/12/24 |
-1.43 |
1.328 |
|
0.984 |
0.344 |
35.00 |
|
30.99 |
| |  |
 |
 |
 |
S |
 |
CoStar |
36.212 |
8/12/24 |
-2.50 |
2.094 |
|
2.761 |
-0.667 |
-24.16 |
|
-14.30 |
| |  |
 |
 |
 |
L |
 |
Costco |
434.146 |
8/12/24 |
1.01 |
31.426 |
|
28.304 |
3.122 |
11.03 |
|
3.62 |
| |  |
 |
 |
 |
|
 |
CrowdStrike |
120.324 |
8/12/24 |
-0.65 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
CSX |
16.842 |
8/12/24 |
-1.47 |
2.732 |
|
2.596 |
0.136 |
5.23 |
|
12.48 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
28.058 |
8/12/24 |
-2.28 |
20.155 |
|
19.261 |
0.894 |
4.64 |
|
7.76 |
| |  |
 |
 |
 |
|
 |
Datadog |
56.387 |
8/12/24 |
-0.11 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Deckers Outdoor |
461.661 |
8/12/24 |
3.15 |
17.705 |
|
14.850 |
2.855 |
19.23 |
|
5.69 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
19.637 |
8/12/24 |
-0.61 |
6.525 |
|
9.502 |
-2.976 |
-31.32 |
|
-na- |
| |  |
 |
 |
 |
|
 |
Devon Energy |
22.789 |
8/12/24 |
0.91 |
52.269 |
|
40.242 |
12.027 |
29.89 |
|
30.41 |
| |  |
 |
 |
 |
|
 |
DexCom |
35.830 |
8/12/24 |
2.16 |
0.876 |
|
0.827 |
0.049 |
5.91 |
|
-15.50 |
| |  |
 |
 |
 |
|
 |
Diamondback Energy |
101.195 |
8/12/24 |
0.76 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Dollar Tree |
47.207 |
8/12/24 |
-1.21 |
4.672 |
|
7.142 |
-2.470 |
-34.58 |
|
-18.17 |
| |
|
instrument |
freshest |
⇓ Δday |
3/03/08 |
⇓ Δwk |
6/04/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
27.510 |
8/12/24 |
0.46 |
20.220 |
|
22.159 |
-1.939 |
-8.75 |
|
-8.32 |
| |  |
 |
 |
 |
|
 |
DoorDash |
62.359 |
8/12/24 |
0.19 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Dow |
26.253 |
8/12/24 |
-0.84 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
DuPont |
39.379 |
8/12/24 |
-0.25 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
56.995 |
8/12/24 |
0.62 |
26.680 |
|
29.262 |
-2.582 |
-8.82 |
|
-7.30 |
| |  |
 |
 |
 |
L |
 |
eBay |
28.058 |
8/12/24 |
-1.26 |
5.470 |
|
6.907 |
-1.438 |
-20.81 |
|
-20.67 |
| |  |
 |
 |
 |
|
 |
Edison International |
41.430 |
8/12/24 |
0.52 |
25.112 |
|
29.540 |
-4.428 |
-14.99 |
|
-7.26 |
| |  |
 |
 |
 |
|
 |
Electronic Arts |
73.354 |
8/12/24 |
-0.47 |
23.282 |
|
24.779 |
-1.497 |
-6.04 |
|
-10.58 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
444.608 |
8/12/24 |
-0.82 |
25.232 |
|
29.837 |
-4.605 |
-15.43 |
|
-8.43 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
51.817 |
8/12/24 |
-0.60 |
26.152 |
|
24.385 |
1.767 |
7.25 |
|
6.19 |
| |  |
 |
 |
 |
|
 |
Encompass Health |
43.667 |
8/12/24 |
1.33 |
8.154 |
|
10.511 |
-2.356 |
-22.42 |
|
-14.16 |
| |  |
 |
 |
 |
|
 |
Energy Recovery |
8.345 |
8/12/24 |
-0.30 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Enphase Energy |
54.853 |
8/12/24 |
1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Exelon |
18.551 |
8/12/24 |
-0.54 |
38.987 |
|
38.073 |
0.914 |
2.40 |
|
3.17 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
59.881 |
8/12/24 |
0.03 |
20.491 |
|
22.383 |
-1.892 |
-8.45 |
|
-7.67 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
59.825 |
8/12/24 |
0.13 |
44.115 |
|
42.446 |
1.669 |
3.93 |
|
4.16 |
| |  |
 |
 |
 |
|
 |
Fastenal |
33.035 |
8/12/24 |
-1.02 |
5.114 |
|
5.497 |
-0.383 |
-6.97 |
|
-1.01 |
| |  |
 |
 |
 |
S |
 |
FedEx |
140.338 |
8/12/24 |
0.63 |
44.854 |
|
55.942 |
-11.088 |
-19.82 |
|
-12.64 |
| |  |
 |
 |
 |
L |
 |
First Solar |
110.214 |
8/12/24 |
3.51 |
98.948 |
|
35.920 |
63.028 |
175.47 |
|
92.93 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
21.215 |
8/12/24 |
0.55 |
33.869 |
|
34.961 |
-1.092 |
-3.12 |
|
0.71 |
| |  |
 |
 |
 |
|
 |
Fiserv |
80.990 |
8/12/24 |
-0.30 |
6.592 |
|
7.332 |
-0.740 |
-10.10 |
|
0.61 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
4.957 |
8/12/24 |
-2.38 |
3.107 |
|
4.171 |
-1.064 |
-25.51 |
|
-19.74 |
| |  |
 |
 |
 |
S |
 |
Fortinet |
35.372 |
8/12/24 |
0.96 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Fox A |
19.521 |
8/12/24 |
-1.27 |
9.291 |
|
11.383 |
-2.093 |
-18.38 |
|
-12.47 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
20.894 |
8/12/24 |
1.24 |
26.004 |
|
19.997 |
6.006 |
30.04 |
|
22.01 |
| |
|
instrument |
freshest |
⇓ Δday |
3/03/08 |
⇓ Δwk |
6/04/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
FuelCell Energy |
0.222 |
8/12/24 |
-1.61 |
444.497 |
|
535.256 |
-90.758 |
-16.96 |
|
-24.77 |
| |  |
 |
 |
 |
|
 |
GE HealthCare |
41.410 |
8/12/24 |
-1.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
General Dynamics |
146.396 |
8/12/24 |
-0.61 |
41.099 |
|
40.096 |
1.003 |
2.50 |
|
0.10 |
| |  |
 |
 |
 |
|
 |
General Electric |
83.891 |
8/12/24 |
-0.16 |
134.331 |
|
152.556 |
-18.225 |
-11.95 |
|
-10.08 |
| |  |
 |
 |
 |
L |
 |
General Motors |
21.613 |
8/12/24 |
-1.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
36.695 |
8/12/24 |
-0.91 |
12.209 |
|
10.564 |
1.645 |
15.58 |
|
19.27 |
| |  |
 |
 |
 |
|
 |
GlobalFoundries |
21.733 |
8/12/24 |
-1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
244.077 |
8/12/24 |
-0.97 |
82.991 |
|
115.854 |
-32.863 |
-28.37 |
|
-19.75 |
| |  |
 |
 |
 |
L |
 |
Hannon Armstrong SIC |
15.188 |
8/12/24 |
-1.63 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Halliburton |
15.776 |
8/12/24 |
1.23 |
19.385 |
|
18.378 |
1.007 |
5.48 |
|
9.96 |
| |  |
 |
 |
 |
L |
 |
HP |
16.982 |
8/12/24 |
0.72 |
10.867 |
|
10.531 |
0.336 |
3.19 |
|
3.61 |
| |  |
 |
 |
 |
|
 |
Home Depot |
173.850 |
8/12/24 |
-0.81 |
13.619 |
|
20.073 |
-6.454 |
-32.15 |
|
-17.97 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
98.933 |
8/12/24 |
-0.73 |
29.435 |
|
29.565 |
-0.130 |
-0.44 |
|
5.21 |
| |  |
 |
 |
 |
|
 |
IBM |
95.258 |
8/12/24 |
-1.03 |
57.427 |
|
53.577 |
3.850 |
7.19 |
|
8.19 |
| |  |
 |
 |
 |
|
 |
IDEXX Labs |
241.277 |
8/12/24 |
-0.60 |
13.617 |
|
22.696 |
-9.079 |
-40.00 |
|
-35.19 |
| |  |
 |
 |
 |
S |
 |
Illumina |
62.611 |
8/12/24 |
0.79 |
18.320 |
|
8.571 |
9.748 |
113.73 |
|
64.87 |
| |  |
 |
 |
 |
S |
 |
Intel |
9.733 |
8/12/24 |
-1.78 |
10.060 |
|
11.176 |
-1.117 |
-9.99 |
|
-12.97 |
| |  |
 |
 |
 |
|
 |
Interface |
8.200 |
8/12/24 |
-0.79 |
8.471 |
|
8.695 |
-0.224 |
-2.58 |
|
-2.04 |
| |  |
 |
 |
 |
|
 |
Intuit |
315.420 |
8/12/24 |
-0.44 |
13.519 |
|
15.262 |
-1.743 |
-11.42 |
|
-8.22 |
| |  |
 |
 |
 |
|
 |
Intuitive Surgical |
234.038 |
8/12/24 |
0.46 |
15.846 |
|
8.034 |
7.812 |
97.23 |
|
51.74 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
81.830 |
8/12/24 |
-0.20 |
14.167 |
|
14.692 |
-0.525 |
-3.57 |
|
2.54 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
103.659 |
8/12/24 |
0.19 |
20.019 |
|
26.009 |
-5.990 |
-23.03 |
|
-13.58 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
80.377 |
8/12/24 |
-0.46 |
31.285 |
|
32.077 |
-0.791 |
-2.47 |
|
-1.68 |
| |  |
 |
 |
 |
|
 |
Kadant |
145.944 |
8/12/24 |
-1.48 |
12.905 |
|
14.893 |
-1.988 |
-13.35 |
|
-8.33 |
| |  |
 |
 |
 |
|
 |
Keurig Dr Pepper |
17.495 |
8/12/24 |
0.69 |
|
|
|
|
|
|
2.52 |
| |
|
instrument |
freshest |
⇓ Δday |
3/03/08 |
⇓ Δwk |
6/04/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Kirby |
58.574 |
8/12/24 |
-0.14 |
23.377 |
|
19.846 |
3.531 |
17.79 |
|
14.66 |
| |  |
 |
 |
 |
|
 |
KLA-Tencor |
380.841 |
8/12/24 |
1.44 |
20.929 |
|
27.916 |
-6.987 |
-25.03 |
|
-19.22 |
| |  |
 |
 |
 |
S |
 |
Kraft Heinz |
17.178 |
8/12/24 |
-3.12 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Lam Research |
407.662 |
8/12/24 |
0.37 |
19.285 |
|
26.317 |
-7.032 |
-26.72 |
|
-20.40 |
| |  |
 |
 |
 |
|
 |
Landstar System |
93.061 |
8/12/24 |
-1.04 |
23.674 |
|
24.683 |
-1.009 |
-4.09 |
|
6.74 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
279.978 |
8/12/24 |
0.97 |
52.284 |
|
49.023 |
3.262 |
6.65 |
|
2.59 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
116.167 |
8/12/24 |
-2.02 |
12.232 |
|
16.638 |
-4.407 |
-26.49 |
|
-11.36 |
| |  |
 |
 |
 |
L |
 |
LTC Properties |
18.048 |
8/12/24 |
-0.22 |
12.146 |
|
12.402 |
-0.256 |
-2.06 |
|
2.29 |
| |  |
 |
 |
 |
|
 |
Marriott |
107.927 |
8/12/24 |
-1.51 |
17.199 |
|
24.148 |
-6.950 |
-28.78 |
|
-15.98 |
| |  |
 |
 |
 |
|
 |
Marsh & McLennan |
109.269 |
8/12/24 |
-1.23 |
12.684 |
|
16.452 |
-3.768 |
-22.90 |
|
-8.40 |
| |  |
 |
 |
 |
|
 |
Marvell Tech |
30.420 |
8/12/24 |
-0.08 |
5.500 |
|
8.297 |
-2.797 |
-33.71 |
|
-29.14 |
| |  |
 |
 |
 |
|
 |
Mastercard |
229.091 |
8/12/24 |
-0.24 |
9.480 |
|
7.628 |
1.851 |
24.27 |
|
26.17 |
| |  |
 |
 |
 |
|
 |
Matson |
65.421 |
8/12/24 |
0.73 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
135.467 |
8/12/24 |
0.58 |
26.725 |
|
25.772 |
0.953 |
3.70 |
|
2.34 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
40.817 |
8/12/24 |
-1.04 |
24.850 |
|
26.841 |
-1.991 |
-7.42 |
|
-1.99 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
57.050 |
8/12/24 |
-0.93 |
22.150 |
|
26.100 |
-3.950 |
-15.13 |
|
-13.65 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
259.386 |
8/12/24 |
-0.35 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
MetLife |
35.116 |
8/12/24 |
-0.40 |
29.078 |
|
34.351 |
-5.273 |
-15.35 |
|
-8.80 |
| |  |
 |
 |
 |
L |
 |
Micron Technology |
47.579 |
8/12/24 |
1.68 |
3.605 |
|
6.340 |
-2.735 |
-43.14 |
|
-27.19 |
| |  |
 |
 |
 |
|
 |
Microsoft |
204.517 |
8/12/24 |
0.19 |
13.569 |
|
15.491 |
-1.922 |
-12.41 |
|
-10.82 |
| |  |
 |
 |
 |
|
 |
MillerKnoll |
13.644 |
8/12/24 |
-3.49 |
15.469 |
|
18.550 |
-3.081 |
-16.61 |
|
0.70 |
| |  |
 |
 |
 |
L |
 |
Moderna |
40.867 |
8/12/24 |
-4.29 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Molina Healthcare |
169.758 |
8/12/24 |
-0.15 |
14.655 |
|
15.640 |
-0.985 |
-6.30 |
|
-14.09 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
34.829 |
8/12/24 |
-0.63 |
10.181 |
|
11.297 |
-1.116 |
-9.88 |
|
-4.31 |
| |  |
 |
 |
 |
S |
 |
MongoDB |
116.820 |
8/12/24 |
-1.08 |
|
|
|
|
|
|
-na- |
| |
|
instrument |
freshest |
⇓ Δday |
3/03/08 |
⇓ Δwk |
6/04/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
S |
 |
Monster Beverage |
23.070 |
8/12/24 |
-0.37 |
1.699 |
|
1.677 |
0.022 |
1.33 |
|
-5.94 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
47.679 |
8/12/24 |
0.13 |
20.904 |
|
43.298 |
-22.395 |
-51.72 |
|
-33.43 |
| |  |
 |
 |
 |
|
 |
Netflix |
318.301 |
8/12/24 |
-0.13 |
2.222 |
|
1.548 |
0.674 |
43.58 |
|
43.71 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
39.002 |
8/12/24 |
0.15 |
7.711 |
|
7.932 |
-0.221 |
-2.79 |
|
-1.75 |
| |  |
 |
 |
 |
|
 |
Nike |
37.524 |
8/12/24 |
0.40 |
7.552 |
|
7.216 |
0.336 |
4.66 |
|
4.43 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
119.238 |
8/12/24 |
-1.02 |
26.936 |
|
29.550 |
-2.613 |
-8.84 |
|
3.58 |
| |  |
 |
 |
 |
L |
 |
NVidia |
54.808 |
8/12/24 |
4.08 |
0.266 |
|
0.295 |
-0.029 |
-9.87 |
|
-21.16 |
| |  |
 |
 |
 |
|
 |
O'Reilly |
563.600 |
8/12/24 |
-0.30 |
13.705 |
|
19.165 |
-5.461 |
-28.49 |
|
-16.76 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
95.831 |
8/12/24 |
-1.35 |
2.083 |
|
2.313 |
-0.229 |
-9.92 |
|
5.16 |
| |  |
 |
 |
 |
|
 |
ON Semiconductor |
35.377 |
8/12/24 |
-1.30 |
2.981 |
|
5.472 |
-2.491 |
-45.52 |
|
-38.11 |
| |  |
 |
 |
 |
L |
 |
Oracle |
66.652 |
8/12/24 |
0.39 |
9.527 |
|
9.921 |
-0.394 |
-3.97 |
|
-4.27 |
| |  |
 |
 |
 |
L |
 |
Ormat Technologies |
36.051 |
8/12/24 |
-1.10 |
22.241 |
|
17.804 |
4.437 |
24.92 |
|
3.53 |
| |  |
 |
 |
 |
|
 |
Paccar |
46.337 |
8/12/24 |
-0.74 |
21.894 |
|
29.293 |
-7.399 |
-25.26 |
|
-17.06 |
| |  |
 |
 |
 |
|
 |
Palo Alto Networks |
166.455 |
8/12/24 |
-0.11 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Paychex |
62.213 |
8/12/24 |
-0.57 |
15.736 |
|
20.310 |
-4.575 |
-22.52 |
|
-19.31 |
| |  |
 |
 |
 |
|
 |
PayPal |
31.904 |
8/12/24 |
-1.95 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
PepsiCo |
86.179 |
8/12/24 |
-0.56 |
35.277 |
|
34.452 |
0.825 |
2.39 |
|
1.91 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
14.303 |
8/12/24 |
-0.35 |
11.186 |
|
13.880 |
-2.694 |
-19.41 |
|
-8.93 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
58.362 |
8/12/24 |
0.07 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Plug Power |
0.980 |
8/12/24 |
-1.02 |
1.493 |
|
1.553 |
-0.060 |
-3.88 |
|
-4.36 |
| |  |
 |
 |
 |
S |
 |
Potlatch |
20.542 |
8/12/24 |
-1.99 |
19.974 |
|
21.092 |
-1.118 |
-5.30 |
|
-8.77 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
83.861 |
8/12/24 |
-2.19 |
33.356 |
|
31.870 |
1.487 |
4.66 |
|
0.76 |
| |  |
 |
 |
 |
L |
 |
PSEG |
40.475 |
8/12/24 |
0.81 |
22.306 |
|
22.315 |
-0.009 |
-0.04 |
|
0.20 |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
81.890 |
8/12/24 |
-0.97 |
20.672 |
|
21.273 |
-0.601 |
-2.83 |
|
0.45 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
58.619 |
8/12/24 |
0.39 |
21.957 |
|
22.478 |
-0.521 |
-2.32 |
|
-3.47 |
| |
|
instrument |
freshest |
⇓ Δday |
3/03/08 |
⇓ Δwk |
6/04/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Regeneron |
563.610 |
8/12/24 |
-0.90 |
10.055 |
|
10.243 |
-0.189 |
-1.84 |
|
0.02 |
| |  |
 |
 |
 |
|
 |
Roper Technologies |
261.457 |
8/12/24 |
-1.27 |
28.761 |
|
29.348 |
-0.587 |
-2.00 |
|
-2.59 |
| |  |
 |
 |
 |
|
 |
Ross Stores |
70.720 |
8/12/24 |
0.74 |
3.547 |
|
4.109 |
-0.562 |
-13.69 |
|
-1.14 |
| |  |
 |
 |
 |
|
 |
Ryder System |
66.280 |
8/12/24 |
-1.29 |
29.340 |
|
27.159 |
2.180 |
8.03 |
|
16.70 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
126.342 |
8/12/24 |
-0.48 |
7.386 |
|
5.934 |
1.453 |
24.48 |
|
24.26 |
| |  |
 |
 |
 |
S |
 |
Shoals Technologies |
2.579 |
8/12/24 |
0.20 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Simon Property |
76.969 |
8/12/24 |
-3.51 |
42.692 |
|
54.813 |
-12.120 |
-22.11 |
|
-11.69 |
| |  |
 |
 |
 |
S |
 |
Sirius XM |
1.498 |
8/12/24 |
-5.10 |
1.393 |
|
1.458 |
-0.065 |
-4.46 |
|
-10.72 |
| |  |
 |
 |
 |
L |
 |
Southern |
43.838 |
8/12/24 |
0.46 |
17.420 |
|
18.041 |
-0.621 |
-3.44 |
|
-4.15 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
12.759 |
8/12/24 |
0.20 |
6.148 |
|
7.197 |
-1.049 |
-14.57 |
|
-13.08 |
| |  |
 |
 |
 |
L |
 |
Sprouts |
48.353 |
8/12/24 |
-0.10 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Starbucks |
38.726 |
8/12/24 |
2.58 |
4.487 |
|
7.270 |
-2.783 |
-38.28 |
|
-28.29 |
| |  |
 |
 |
 |
|
 |
Steelcase |
6.179 |
8/12/24 |
-1.76 |
6.837 |
|
9.971 |
-3.134 |
-31.43 |
|
-20.61 |
| |  |
 |
 |
 |
L |
 |
Sunnova Energy |
3.328 |
8/12/24 |
-4.47 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
SunPower |
0.101 |
8/12/24 |
-4.76 |
33.472 |
|
26.544 |
6.928 |
26.10 |
|
-4.55 |
| |  |
 |
 |
 |
L |
 |
Sunrun |
8.712 |
8/12/24 |
-3.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Synopsys |
261.844 |
8/12/24 |
-0.74 |
11.548 |
|
14.011 |
-2.463 |
-17.58 |
|
-10.57 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
98.008 |
8/12/24 |
0.39 |
15.524 |
|
36.999 |
-21.475 |
-58.04 |
|
-na- |
| |  |
 |
 |
 |
L |
 |
Take-Two Interactive |
74.048 |
8/12/24 |
1.71 |
13.172 |
|
10.026 |
3.145 |
31.37 |
|
48.89 |
| |  |
 |
 |
 |
|
 |
Target |
67.879 |
8/12/24 |
-0.35 |
26.600 |
|
32.203 |
-5.603 |
-17.40 |
|
-10.00 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
99.285 |
8/12/24 |
-1.26 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
96.555 |
8/12/24 |
-0.08 |
15.047 |
|
18.005 |
-2.958 |
-16.43 |
|
-9.70 |
| |  |
 |
 |
 |
L |
 |
The Trade Desk |
48.785 |
8/12/24 |
-2.28 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
301.173 |
8/12/24 |
0.48 |
27.856 |
|
26.736 |
1.121 |
4.19 |
|
4.46 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
105.438 |
8/12/24 |
-1.29 |
23.377 |
|
27.835 |
-4.458 |
-16.02 |
|
-9.95 |
| |
|
instrument |
freshest |
⇓ Δday |
3/03/08 |
⇓ Δwk |
6/04/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
20.848 |
8/12/24 |
-1.43 |
16.062 |
|
17.405 |
-1.343 |
-7.71 |
|
-2.00 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
34.819 |
8/12/24 |
1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
119.022 |
8/12/24 |
-0.32 |
15.566 |
|
15.374 |
0.192 |
1.25 |
|
6.76 |
| |  |
 |
 |
 |
|
 |
United Airlines |
20.321 |
8/12/24 |
-2.51 |
14.750 |
|
18.262 |
-3.512 |
-19.23 |
|
-25.55 |
| |  |
 |
 |
 |
L |
 |
United Natural Foods |
6.194 |
8/12/24 |
-1.28 |
8.134 |
|
14.591 |
-6.457 |
-44.25 |
|
-40.22 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
284.191 |
8/12/24 |
1.17 |
23.302 |
|
27.850 |
-4.548 |
-16.33 |
|
-10.19 |
| |  |
 |
 |
 |
S |
 |
UPS |
62.771 |
8/12/24 |
-0.76 |
35.498 |
|
36.449 |
-0.951 |
-2.61 |
|
-2.35 |
| |  |
 |
 |
 |
L |
 |
Verisk Analytics |
131.897 |
8/12/24 |
-0.67 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Verizon |
20.376 |
8/12/24 |
-0.54 |
18.163 |
|
21.565 |
-3.402 |
-15.78 |
|
-11.31 |
| |  |
 |
 |
 |
L |
 |
Vertex |
233.525 |
8/12/24 |
-0.84 |
8.838 |
|
14.863 |
-6.025 |
-40.54 |
|
-36.38 |
| |  |
 |
 |
 |
|
 |
Visa |
130.656 |
8/12/24 |
0.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Walmart |
34.538 |
8/12/24 |
1.10 |
8.360 |
|
8.609 |
-0.249 |
-2.89 |
|
6.93 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
5.128 |
8/12/24 |
-4.49 |
18.325 |
|
22.812 |
-4.487 |
-19.67 |
|
-11.23 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
43.210 |
8/12/24 |
-0.30 |
16.294 |
|
17.973 |
-1.679 |
-9.34 |
|
-2.73 |
| |  |
 |
 |
 |
|
 |
Warner Bros. Disc |
3.373 |
8/12/24 |
-4.55 |
5.228 |
|
5.926 |
-0.698 |
-11.77 |
|
-11.09 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
26.172 |
8/12/24 |
-1.33 |
14.514 |
|
18.257 |
-3.744 |
-20.50 |
|
-13.36 |
| |  |
 |
 |
 |
S |
 |
Workday |
105.861 |
8/12/24 |
-0.65 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
29.169 |
8/12/24 |
0.10 |
10.014 |
|
11.449 |
-1.434 |
-12.53 |
|
-8.95 |
| |  |
 |
 |
 |
S |
 |
Xerox |
4.882 |
8/12/24 |
-2.51 |
29.601 |
|
38.290 |
-8.689 |
-22.69 |
|
-12.70 |
| |  |
 |
 |
 |
|
 |
Zscaler |
86.747 |
8/12/24 |
-1.04 |
|
|
|
|
|
|
-na- |
| USA - 175 out of 219 instruments rated - 3/03/08 / 6/04/07 - 49 did rise, Market-Ratio(39) in GBP = 28.00 % |
| 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 |
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