| | Sat, Dec 6th, 2025, 8:58UTC |
| | |
Assessment - United States in Pound sterling - 7/21/08 - RS = 39
⇐
| |
|
instrument |
freshest |
⇓ Δday |
7/21/08 |
⇓ Δwk |
10/22/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 500 |
2,673.713 |
8/12/24 |
|
630.358 |
|
734.156 |
-103.798 |
-14.14 |
|
-10.35 |
| |  |
 |
 |
 |
L |
 |
3M |
61.715 |
8/12/24 |
-0.65 |
34.385 |
|
42.051 |
-7.667 |
-18.23 |
|
-15.49 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
53.931 |
8/12/24 |
-0.84 |
14.203 |
|
12.584 |
1.619 |
12.86 |
|
4.77 |
| |  |
 |
 |
 |
|
 |
AbbVie |
95.144 |
8/12/24 |
0.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Adobe |
265.616 |
8/12/24 |
-1.00 |
20.592 |
|
22.965 |
-2.374 |
-10.34 |
|
3.83 |
| |  |
 |
 |
 |
L |
 |
Adtalem |
35.750 |
8/12/24 |
-0.85 |
26.520 |
|
18.579 |
7.941 |
42.74 |
|
14.86 |
| |  |
 |
 |
 |
L |
 |
AES |
8.360 |
8/12/24 |
0.30 |
8.560 |
|
10.001 |
-1.441 |
-14.41 |
|
-11.26 |
| |  |
 |
 |
 |
|
 |
Airbnb |
56.842 |
8/12/24 |
-1.27 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
17.305 |
8/12/24 |
-0.26 |
1.972 |
|
3.070 |
-1.098 |
-35.77 |
|
-27.54 |
| |  |
 |
 |
 |
L |
 |
Alphabet A |
81.191 |
8/12/24 |
-0.84 |
5.881 |
|
7.954 |
-2.072 |
-26.05 |
|
-15.00 |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
82.022 |
8/12/24 |
-0.87 |
5.841 |
|
7.899 |
-2.058 |
-26.05 |
|
-15.00 |
| |  |
 |
 |
 |
L |
 |
Altria |
25.169 |
8/12/24 |
-0.24 |
10.141 |
|
11.584 |
-1.443 |
-12.46 |
|
-12.12 |
| |  |
 |
 |
 |
|
 |
Altus Power |
1.471 |
8/12/24 |
-6.96 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Amazon.com |
83.447 |
8/12/24 |
-0.08 |
1.713 |
|
2.225 |
-0.512 |
-23.00 |
|
-13.43 |
| |  |
 |
 |
 |
|
 |
AMD |
68.424 |
8/12/24 |
1.86 |
2.296 |
|
6.701 |
-4.405 |
-65.73 |
|
-43.45 |
| |  |
 |
 |
 |
L |
 |
AEP |
48.598 |
8/12/24 |
-0.40 |
19.966 |
|
22.541 |
-2.575 |
-11.42 |
|
-9.83 |
| |  |
 |
 |
 |
|
 |
AIG |
35.825 |
8/12/24 |
-0.62 |
265.451 |
|
619.363 |
-353.912 |
-57.14 |
|
-44.86 |
| |  |
 |
 |
 |
S |
 |
Align Technology |
106.846 |
8/12/24 |
-0.63 |
5.523 |
|
13.442 |
-7.919 |
-58.91 |
|
-26.70 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
4.808 |
8/12/24 |
-2.54 |
1.346 |
|
12.916 |
-11.570 |
-89.58 |
|
-70.19 |
| |  |
 |
 |
 |
|
 |
American Express |
118.592 |
8/12/24 |
-0.34 |
20.462 |
|
27.717 |
-7.256 |
-26.18 |
|
-17.80 |
| |  |
 |
 |
 |
L |
 |
American Water |
71.320 |
8/12/24 |
0.20 |
9.866 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Amgen |
160.091 |
8/12/24 |
-0.77 |
26.595 |
|
27.352 |
-0.757 |
-2.77 |
|
10.31 |
| |  |
 |
 |
 |
L |
 |
Analog Devices |
106.100 |
8/12/24 |
0.36 |
15.639 |
|
16.795 |
-1.156 |
-6.88 |
|
-2.62 |
| |  |
 |
 |
 |
|
 |
Ansys |
156.744 |
8/12/24 |
0.69 |
22.148 |
|
18.944 |
3.203 |
16.91 |
|
19.65 |
| |  |
 |
 |
 |
L |
 |
Apple |
108.827 |
8/12/24 |
0.71 |
2.971 |
|
3.035 |
-0.064 |
-2.10 |
|
7.26 |
| |
|
instrument |
freshest |
⇓ Δday |
7/21/08 |
⇓ Δwk |
10/22/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Applied Materials |
96.600 |
8/12/24 |
1.00 |
8.910 |
|
9.972 |
-1.062 |
-10.65 |
|
-8.05 |
| |  |
 |
 |
 |
L |
 |
Array Tech |
3.517 |
8/12/24 |
-0.99 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
AstraZeneca |
41.283 |
8/12/24 |
1.64 |
11.507 |
|
12.146 |
-0.639 |
-5.26 |
|
4.63 |
| |  |
 |
 |
 |
L |
 |
AT&T |
9.721 |
8/12/24 |
-0.31 |
15.924 |
|
20.065 |
-4.141 |
-20.64 |
|
-16.65 |
| |  |
 |
 |
 |
S |
 |
Atlassian |
70.315 |
8/12/24 |
-0.62 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Autodesk |
119.853 |
8/12/24 |
-0.36 |
17.135 |
|
23.146 |
-6.011 |
-25.97 |
|
-16.12 |
| |  |
 |
 |
 |
|
 |
Automatic Data |
129.634 |
8/12/24 |
-1.17 |
21.312 |
|
23.068 |
-1.756 |
-7.61 |
|
-2.26 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
41.579 |
8/12/24 |
-4.43 |
3.032 |
|
10.362 |
-7.330 |
-70.74 |
|
-54.53 |
| |  |
 |
 |
 |
|
 |
Baker Hughes |
17.585 |
8/12/24 |
0.23 |
42.204 |
|
44.201 |
-1.997 |
-4.52 |
|
6.40 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
19.096 |
8/12/24 |
-0.29 |
14.288 |
|
23.287 |
-8.999 |
-38.64 |
|
-27.19 |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
31.653 |
8/12/24 |
-0.80 |
17.325 |
|
22.527 |
-5.202 |
-23.09 |
|
-20.64 |
| |  |
 |
 |
 |
S |
 |
Baxter |
18.475 |
8/12/24 |
-0.59 |
18.514 |
|
15.402 |
3.112 |
20.20 |
|
16.69 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
215.317 |
8/12/24 |
-0.30 |
39.391 |
|
41.067 |
-1.675 |
-4.08 |
|
-6.92 |
| |  |
 |
 |
 |
L |
 |
Biogen |
100.577 |
8/12/24 |
-0.48 |
33.444 |
|
39.044 |
-5.600 |
-14.34 |
|
7.06 |
| |  |
 |
 |
 |
L |
 |
Bloom Energy |
5.573 |
8/12/24 |
-3.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Boeing |
82.112 |
8/12/24 |
-2.25 |
34.139 |
|
46.267 |
-12.128 |
-26.21 |
|
-19.88 |
| |  |
 |
 |
 |
|
 |
Booking |
1,720.567 |
8/12/24 |
-0.11 |
50.529 |
|
43.133 |
7.396 |
17.15 |
|
-0.37 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
23.543 |
8/12/24 |
0.73 |
10.921 |
|
14.090 |
-3.169 |
-22.49 |
|
-11.64 |
| |  |
 |
 |
 |
|
 |
Broadcom |
74.352 |
8/12/24 |
0.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
49.378 |
8/12/24 |
0.20 |
28.476 |
|
25.870 |
2.606 |
10.07 |
|
7.08 |
| |  |
 |
 |
 |
|
 |
Cadence |
133.396 |
8/12/24 |
-1.29 |
3.677 |
|
9.621 |
-5.944 |
-61.78 |
|
-47.07 |
| |  |
 |
 |
 |
L |
 |
California Water |
26.180 |
8/12/24 |
-0.42 |
8.402 |
|
10.374 |
-1.972 |
-19.01 |
|
-10.74 |
| |  |
 |
 |
 |
|
 |
Capital One |
66.098 |
8/12/24 |
-1.56 |
21.052 |
|
30.671 |
-9.619 |
-31.36 |
|
-18.64 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
168.110 |
8/12/24 |
-0.66 |
36.636 |
|
35.822 |
0.813 |
2.27 |
|
-2.01 |
| |  |
 |
 |
 |
|
 |
CDW |
106.110 |
8/12/24 |
-0.76 |
|
|
|
|
|
|
-na- |
| |
|
instrument |
freshest |
⇓ Δday |
7/21/08 |
⇓ Δwk |
10/22/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Charter Comm |
175.480 |
8/12/24 |
-3.75 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Chevron |
72.551 |
8/12/24 |
0.02 |
43.480 |
|
43.104 |
0.376 |
0.87 |
|
-2.98 |
| |  |
 |
 |
 |
|
 |
Cintas |
380.031 |
8/12/24 |
0.53 |
13.993 |
|
17.195 |
-3.202 |
-18.62 |
|
-8.79 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
22.443 |
8/12/24 |
-1.34 |
10.926 |
|
15.289 |
-4.363 |
-28.54 |
|
-18.64 |
| |  |
 |
 |
 |
|
 |
Citigroup |
28.936 |
8/12/24 |
|
98.506 |
|
207.673 |
-109.167 |
-52.57 |
|
-29.76 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
34.104 |
8/12/24 |
-0.74 |
12.407 |
|
14.439 |
-2.032 |
-14.07 |
|
-14.11 |
| |  |
 |
 |
 |
S |
 |
Cognizant |
36.591 |
8/12/24 |
-1.72 |
7.004 |
|
9.826 |
-2.822 |
-28.72 |
|
-15.10 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
50.669 |
8/12/24 |
-0.77 |
17.157 |
|
17.738 |
-0.581 |
-3.28 |
|
-6.34 |
| |  |
 |
 |
 |
S |
 |
Comcast |
19.276 |
8/12/24 |
-1.41 |
4.943 |
|
5.773 |
-0.830 |
-14.38 |
|
-4.56 |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
55.046 |
8/12/24 |
2.04 |
33.218 |
|
31.328 |
1.890 |
6.03 |
|
3.34 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
50.999 |
8/12/24 |
0.91 |
19.381 |
|
22.049 |
-2.668 |
-12.10 |
|
-11.46 |
| |  |
 |
 |
 |
|
 |
Constellation Energy |
93.718 |
8/12/24 |
-1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Copart |
25.144 |
8/12/24 |
-1.43 |
1.366 |
|
1.142 |
0.223 |
19.56 |
|
17.70 |
| |  |
 |
 |
 |
S |
 |
CoStar |
36.035 |
8/12/24 |
-2.50 |
2.477 |
|
2.851 |
-0.373 |
-13.09 |
|
4.74 |
| |  |
 |
 |
 |
L |
 |
Costco |
432.030 |
8/12/24 |
1.01 |
34.850 |
|
32.679 |
2.171 |
6.64 |
|
6.30 |
| |  |
 |
 |
 |
|
 |
CrowdStrike |
119.738 |
8/12/24 |
-0.65 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
CSX |
16.760 |
8/12/24 |
-1.47 |
3.441 |
|
2.419 |
1.022 |
42.26 |
|
26.93 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
27.921 |
8/12/24 |
-2.28 |
18.846 |
|
19.359 |
-0.513 |
-2.65 |
|
-4.08 |
| |  |
 |
 |
 |
|
 |
Datadog |
56.112 |
8/12/24 |
-0.11 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Deckers Outdoor |
459.411 |
8/12/24 |
3.15 |
19.119 |
|
19.245 |
-0.126 |
-0.65 |
|
-3.74 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
19.541 |
8/12/24 |
-0.61 |
3.282 |
|
9.748 |
-6.466 |
-66.33 |
|
-41.08 |
| |  |
 |
 |
 |
|
 |
Devon Energy |
22.678 |
8/12/24 |
0.91 |
51.559 |
|
41.681 |
9.879 |
23.70 |
|
10.77 |
| |  |
 |
 |
 |
|
 |
DexCom |
35.655 |
8/12/24 |
2.16 |
0.869 |
|
1.077 |
-0.208 |
-19.30 |
|
-8.41 |
| |  |
 |
 |
 |
|
 |
Diamondback Energy |
100.702 |
8/12/24 |
0.76 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Dollar Tree |
46.977 |
8/12/24 |
-1.21 |
6.055 |
|
5.993 |
0.062 |
1.04 |
|
15.76 |
| |
|
instrument |
freshest |
⇓ Δday |
7/21/08 |
⇓ Δwk |
10/22/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
27.376 |
8/12/24 |
0.46 |
22.408 |
|
21.011 |
1.397 |
6.65 |
|
1.51 |
| |  |
 |
 |
 |
|
 |
DoorDash |
62.055 |
8/12/24 |
0.19 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Dow |
26.125 |
8/12/24 |
-0.84 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
DuPont |
39.187 |
8/12/24 |
-0.25 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
56.717 |
8/12/24 |
0.62 |
26.055 |
|
27.137 |
-1.083 |
-3.99 |
|
-6.39 |
| |  |
 |
 |
 |
L |
 |
eBay |
27.921 |
8/12/24 |
-1.26 |
5.066 |
|
7.448 |
-2.382 |
-31.98 |
|
-22.81 |
| |  |
 |
 |
 |
|
 |
Edison International |
41.228 |
8/12/24 |
0.52 |
24.864 |
|
26.825 |
-1.961 |
-7.31 |
|
-6.44 |
| |  |
 |
 |
 |
|
 |
Electronic Arts |
72.996 |
8/12/24 |
-0.47 |
23.879 |
|
28.307 |
-4.428 |
-15.64 |
|
-7.05 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
442.441 |
8/12/24 |
-0.82 |
23.603 |
|
27.332 |
-3.729 |
-13.64 |
|
-9.34 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
51.564 |
8/12/24 |
-0.60 |
25.314 |
|
24.842 |
0.473 |
1.90 |
|
-2.65 |
| |  |
 |
 |
 |
|
 |
Encompass Health |
43.455 |
8/12/24 |
1.33 |
8.570 |
|
8.943 |
-0.374 |
-4.18 |
|
-5.49 |
| |  |
 |
 |
 |
|
 |
Energy Recovery |
8.305 |
8/12/24 |
-0.30 |
6.153 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Enphase Energy |
54.586 |
8/12/24 |
1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Exelon |
18.460 |
8/12/24 |
-0.54 |
42.609 |
|
36.934 |
5.676 |
15.37 |
|
6.33 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
59.589 |
8/12/24 |
0.03 |
21.077 |
|
23.828 |
-2.751 |
-11.55 |
|
-6.07 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
59.534 |
8/12/24 |
0.13 |
41.514 |
|
44.308 |
-2.794 |
-6.31 |
|
-5.74 |
| |  |
 |
 |
 |
|
 |
Fastenal |
32.874 |
8/12/24 |
-1.02 |
6.008 |
|
5.244 |
0.764 |
14.57 |
|
9.80 |
| |  |
 |
 |
 |
S |
 |
FedEx |
139.654 |
8/12/24 |
0.63 |
38.927 |
|
50.215 |
-11.288 |
-22.48 |
|
-17.20 |
| |  |
 |
 |
 |
L |
 |
First Solar |
109.677 |
8/12/24 |
3.51 |
131.305 |
|
73.321 |
57.983 |
79.08 |
|
48.09 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
21.112 |
8/12/24 |
0.55 |
38.887 |
|
31.997 |
6.891 |
21.54 |
|
10.79 |
| |  |
 |
 |
 |
|
 |
Fiserv |
80.596 |
8/12/24 |
-0.30 |
5.833 |
|
6.383 |
-0.550 |
-8.62 |
|
-7.72 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
4.933 |
8/12/24 |
-2.38 |
2.742 |
|
4.065 |
-1.323 |
-32.55 |
|
-20.36 |
| |  |
 |
 |
 |
S |
 |
Fortinet |
35.200 |
8/12/24 |
0.96 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Fox A |
19.426 |
8/12/24 |
-1.27 |
7.109 |
|
10.454 |
-3.345 |
-32.00 |
|
-26.26 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
20.792 |
8/12/24 |
1.24 |
26.768 |
|
26.009 |
0.759 |
2.92 |
|
6.19 |
| |
|
instrument |
freshest |
⇓ Δday |
7/21/08 |
⇓ Δwk |
10/22/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
FuelCell Energy |
0.221 |
8/12/24 |
-1.61 |
595.778 |
|
691.300 |
-95.522 |
-13.82 |
|
-1.37 |
| |  |
 |
 |
 |
|
 |
GE HealthCare |
41.208 |
8/12/24 |
-1.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
General Dynamics |
145.683 |
8/12/24 |
-0.61 |
41.033 |
|
41.885 |
-0.852 |
-2.03 |
|
-3.45 |
| |  |
 |
 |
 |
|
 |
General Electric |
83.482 |
8/12/24 |
-0.16 |
110.823 |
|
156.625 |
-45.802 |
-29.24 |
|
-21.00 |
| |  |
 |
 |
 |
L |
 |
General Motors |
21.507 |
8/12/24 |
-1.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
36.516 |
8/12/24 |
-0.91 |
12.417 |
|
10.374 |
2.043 |
19.70 |
|
9.54 |
| |  |
 |
 |
 |
|
 |
GlobalFoundries |
21.627 |
8/12/24 |
-1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
242.888 |
8/12/24 |
-0.97 |
90.441 |
|
108.286 |
-17.845 |
-16.48 |
|
-4.43 |
| |  |
 |
 |
 |
L |
 |
Hannon Armstrong SIC |
15.114 |
8/12/24 |
-1.63 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Halliburton |
15.699 |
8/12/24 |
1.23 |
24.469 |
|
19.169 |
5.300 |
27.65 |
|
24.94 |
| |  |
 |
 |
 |
L |
 |
HP |
16.900 |
8/12/24 |
0.72 |
9.849 |
|
11.352 |
-1.503 |
-13.24 |
|
-8.62 |
| |  |
 |
 |
 |
|
 |
Home Depot |
173.003 |
8/12/24 |
-0.81 |
11.567 |
|
15.050 |
-3.484 |
-23.15 |
|
-20.07 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
98.451 |
8/12/24 |
-0.73 |
24.934 |
|
28.336 |
-3.402 |
-12.01 |
|
-13.02 |
| |  |
 |
 |
 |
|
 |
IBM |
94.794 |
8/12/24 |
-1.03 |
64.367 |
|
55.254 |
9.112 |
16.49 |
|
13.28 |
| |  |
 |
 |
 |
|
 |
IDEXX Labs |
240.101 |
8/12/24 |
-0.60 |
12.975 |
|
27.393 |
-14.418 |
-52.63 |
|
-21.17 |
| |  |
 |
 |
 |
S |
 |
Illumina |
62.305 |
8/12/24 |
0.79 |
21.022 |
|
14.504 |
6.517 |
44.93 |
|
35.87 |
| |  |
 |
 |
 |
S |
 |
Intel |
9.685 |
8/12/24 |
-1.78 |
11.051 |
|
12.984 |
-1.933 |
-14.88 |
|
-4.92 |
| |  |
 |
 |
 |
|
 |
Interface |
8.160 |
8/12/24 |
-0.79 |
6.279 |
|
8.432 |
-2.153 |
-25.54 |
|
-19.90 |
| |  |
 |
 |
 |
|
 |
Intuit |
313.883 |
8/12/24 |
-0.44 |
13.738 |
|
15.416 |
-1.678 |
-10.89 |
|
-4.88 |
| |  |
 |
 |
 |
|
 |
Intuitive Surgical |
232.897 |
8/12/24 |
0.46 |
15.824 |
|
15.479 |
0.345 |
2.23 |
|
5.68 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
81.431 |
8/12/24 |
-0.20 |
17.955 |
|
13.379 |
4.577 |
34.21 |
|
24.09 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
103.154 |
8/12/24 |
0.19 |
19.336 |
|
22.112 |
-2.776 |
-12.56 |
|
-9.77 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
79.985 |
8/12/24 |
-0.46 |
33.574 |
|
31.358 |
2.216 |
7.07 |
|
3.74 |
| |  |
 |
 |
 |
|
 |
Kadant |
145.232 |
8/12/24 |
-1.48 |
10.871 |
|
15.601 |
-4.730 |
-30.32 |
|
-20.47 |
| |  |
 |
 |
 |
|
 |
Keurig Dr Pepper |
17.410 |
8/12/24 |
0.69 |
10.286 |
|
|
|
|
|
7.20 |
| |
|
instrument |
freshest |
⇓ Δday |
7/21/08 |
⇓ Δwk |
10/22/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Kirby |
58.288 |
8/12/24 |
-0.14 |
22.153 |
|
21.791 |
0.362 |
1.66 |
|
-3.97 |
| |  |
 |
 |
 |
|
 |
KLA-Tencor |
378.985 |
8/12/24 |
1.44 |
19.906 |
|
26.026 |
-6.120 |
-23.51 |
|
-14.34 |
| |  |
 |
 |
 |
S |
 |
Kraft Heinz |
17.095 |
8/12/24 |
-3.12 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Lam Research |
405.675 |
8/12/24 |
0.37 |
15.664 |
|
23.838 |
-8.174 |
-34.29 |
|
-27.43 |
| |  |
 |
 |
 |
|
 |
Landstar System |
92.608 |
8/12/24 |
-1.04 |
25.209 |
|
20.256 |
4.954 |
24.46 |
|
9.94 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
278.613 |
8/12/24 |
0.97 |
50.824 |
|
52.267 |
-1.443 |
-2.76 |
|
-2.76 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
115.601 |
8/12/24 |
-2.02 |
9.881 |
|
13.120 |
-3.240 |
-24.69 |
|
-19.62 |
| |  |
 |
 |
 |
L |
 |
LTC Properties |
17.960 |
8/12/24 |
-0.22 |
13.963 |
|
11.434 |
2.529 |
22.12 |
|
14.47 |
| |  |
 |
 |
 |
|
 |
Marriott |
107.401 |
8/12/24 |
-1.51 |
13.288 |
|
19.783 |
-6.495 |
-32.83 |
|
-24.57 |
| |  |
 |
 |
 |
|
 |
Marsh & McLennan |
108.737 |
8/12/24 |
-1.23 |
13.898 |
|
12.414 |
1.484 |
11.96 |
|
6.13 |
| |  |
 |
 |
 |
|
 |
Marvell Tech |
30.272 |
8/12/24 |
-0.08 |
7.399 |
|
8.212 |
-0.813 |
-9.90 |
|
4.44 |
| |  |
 |
 |
 |
|
 |
Mastercard |
227.974 |
8/12/24 |
-0.24 |
13.403 |
|
7.145 |
6.258 |
87.59 |
|
39.82 |
| |  |
 |
 |
 |
|
 |
Matson |
65.102 |
8/12/24 |
0.73 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
134.807 |
8/12/24 |
0.58 |
29.892 |
|
27.303 |
2.589 |
9.48 |
|
7.41 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
40.618 |
8/12/24 |
-1.04 |
26.665 |
|
22.907 |
3.758 |
16.41 |
|
6.67 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
56.772 |
8/12/24 |
-0.93 |
17.675 |
|
26.630 |
-8.955 |
-33.63 |
|
-24.24 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
258.122 |
8/12/24 |
-0.35 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
MetLife |
34.945 |
8/12/24 |
-0.40 |
25.835 |
|
32.854 |
-7.020 |
-21.37 |
|
-15.24 |
| |  |
 |
 |
 |
L |
 |
Micron Technology |
47.347 |
8/12/24 |
1.68 |
2.832 |
|
4.869 |
-2.037 |
-41.84 |
|
-29.53 |
| |  |
 |
 |
 |
|
 |
Microsoft |
203.521 |
8/12/24 |
0.19 |
12.827 |
|
14.870 |
-2.043 |
-13.74 |
|
-14.28 |
| |  |
 |
 |
 |
|
 |
MillerKnoll |
13.578 |
8/12/24 |
-3.49 |
12.767 |
|
13.452 |
-0.684 |
-5.09 |
|
-5.23 |
| |  |
 |
 |
 |
L |
 |
Moderna |
40.668 |
8/12/24 |
-4.29 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Molina Healthcare |
168.931 |
8/12/24 |
-0.15 |
14.989 |
|
18.350 |
-3.361 |
-18.32 |
|
-3.80 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
34.660 |
8/12/24 |
-0.63 |
9.394 |
|
10.339 |
-0.944 |
-9.14 |
|
-8.97 |
| |  |
 |
 |
 |
S |
 |
MongoDB |
116.251 |
8/12/24 |
-1.08 |
|
|
|
|
|
|
-na- |
| |
|
instrument |
freshest |
⇓ Δday |
7/21/08 |
⇓ Δwk |
10/22/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
S |
 |
Monster Beverage |
22.958 |
8/12/24 |
-0.37 |
1.025 |
|
2.436 |
-1.411 |
-57.92 |
|
-38.70 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
47.447 |
8/12/24 |
0.13 |
18.240 |
|
30.505 |
-12.265 |
-40.21 |
|
-25.87 |
| |  |
 |
 |
 |
|
 |
Netflix |
316.750 |
8/12/24 |
-0.13 |
1.955 |
|
1.602 |
0.353 |
22.01 |
|
10.93 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
38.812 |
8/12/24 |
0.15 |
8.182 |
|
7.459 |
0.723 |
9.69 |
|
1.82 |
| |  |
 |
 |
 |
|
 |
Nike |
37.341 |
8/12/24 |
0.40 |
7.193 |
|
7.697 |
-0.504 |
-6.55 |
|
-6.58 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
118.657 |
8/12/24 |
-1.02 |
31.788 |
|
25.665 |
6.123 |
23.86 |
|
17.78 |
| |  |
 |
 |
 |
L |
 |
NVidia |
54.541 |
8/12/24 |
4.08 |
0.145 |
|
0.477 |
-0.332 |
-69.52 |
|
-53.02 |
| |  |
 |
 |
 |
|
 |
O'Reilly |
560.853 |
8/12/24 |
-0.30 |
11.692 |
|
16.030 |
-4.338 |
-27.06 |
|
-20.50 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
95.364 |
8/12/24 |
-1.35 |
2.667 |
|
1.662 |
1.005 |
60.48 |
|
34.77 |
| |  |
 |
 |
 |
|
 |
ON Semiconductor |
35.205 |
8/12/24 |
-1.30 |
4.548 |
|
6.068 |
-1.520 |
-25.05 |
|
7.62 |
| |  |
 |
 |
 |
L |
 |
Oracle |
66.328 |
8/12/24 |
0.39 |
10.551 |
|
10.332 |
0.219 |
2.11 |
|
1.58 |
| |  |
 |
 |
 |
L |
 |
Ormat Technologies |
35.875 |
8/12/24 |
-1.10 |
24.494 |
|
24.856 |
-0.362 |
-1.46 |
|
4.57 |
| |  |
 |
 |
 |
|
 |
Paccar |
46.111 |
8/12/24 |
-0.74 |
21.372 |
|
24.267 |
-2.895 |
-11.93 |
|
-13.55 |
| |  |
 |
 |
 |
|
 |
Palo Alto Networks |
165.644 |
8/12/24 |
-0.11 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Paychex |
61.910 |
8/12/24 |
-0.57 |
16.604 |
|
20.319 |
-3.714 |
-18.28 |
|
-9.42 |
| |  |
 |
 |
 |
|
 |
PayPal |
31.748 |
8/12/24 |
-1.95 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
PepsiCo |
85.759 |
8/12/24 |
-0.56 |
32.243 |
|
34.687 |
-2.444 |
-7.04 |
|
-8.25 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
14.233 |
8/12/24 |
-0.35 |
9.050 |
|
11.707 |
-2.657 |
-22.69 |
|
-17.27 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
58.078 |
8/12/24 |
0.07 |
25.254 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Plug Power |
0.976 |
8/12/24 |
-1.02 |
1.126 |
|
1.711 |
-0.585 |
-34.20 |
|
-24.87 |
| |  |
 |
 |
 |
S |
 |
Potlatch |
20.442 |
8/12/24 |
-1.99 |
22.598 |
|
22.229 |
0.368 |
1.66 |
|
3.05 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
83.452 |
8/12/24 |
-2.19 |
31.838 |
|
34.633 |
-2.795 |
-8.07 |
|
-5.81 |
| |  |
 |
 |
 |
L |
 |
PSEG |
40.278 |
8/12/24 |
0.81 |
21.712 |
|
21.535 |
0.177 |
0.82 |
|
-3.09 |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
81.491 |
8/12/24 |
-0.97 |
22.653 |
|
19.919 |
2.734 |
13.72 |
|
9.26 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
58.333 |
8/12/24 |
0.39 |
20.166 |
|
23.250 |
-3.084 |
-13.26 |
|
-11.52 |
| |
|
instrument |
freshest |
⇓ Δday |
7/21/08 |
⇓ Δwk |
10/22/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Regeneron |
560.863 |
8/12/24 |
-0.90 |
9.140 |
|
10.181 |
-1.041 |
-10.23 |
|
-2.59 |
| |  |
 |
 |
 |
|
 |
Roper Technologies |
260.183 |
8/12/24 |
-1.27 |
31.188 |
|
32.484 |
-1.296 |
-3.99 |
|
2.24 |
| |  |
 |
 |
 |
|
 |
Ross Stores |
70.375 |
8/12/24 |
0.74 |
4.917 |
|
3.290 |
1.627 |
49.45 |
|
36.31 |
| |  |
 |
 |
 |
|
 |
Ryder System |
65.957 |
8/12/24 |
-1.29 |
35.490 |
|
22.863 |
12.627 |
55.23 |
|
30.27 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
125.726 |
8/12/24 |
-0.48 |
8.677 |
|
6.362 |
2.316 |
36.40 |
|
26.67 |
| |  |
 |
 |
 |
S |
 |
Shoals Technologies |
2.566 |
8/12/24 |
0.20 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Simon Property |
76.593 |
8/12/24 |
-3.51 |
45.436 |
|
47.578 |
-2.142 |
-4.50 |
|
-1.90 |
| |  |
 |
 |
 |
S |
 |
Sirius XM |
1.491 |
8/12/24 |
-5.10 |
1.211 |
|
1.779 |
-0.568 |
-31.94 |
|
-15.98 |
| |  |
 |
 |
 |
L |
 |
Southern |
43.625 |
8/12/24 |
0.46 |
17.780 |
|
17.346 |
0.434 |
2.50 |
|
-1.84 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
12.697 |
8/12/24 |
0.20 |
7.404 |
|
6.838 |
0.566 |
8.28 |
|
10.41 |
| |  |
 |
 |
 |
L |
 |
Sprouts |
48.117 |
8/12/24 |
-0.10 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Starbucks |
38.537 |
8/12/24 |
2.58 |
3.525 |
|
6.382 |
-2.858 |
-44.78 |
|
-30.21 |
| |  |
 |
 |
 |
|
 |
Steelcase |
6.148 |
8/12/24 |
-1.76 |
5.008 |
|
8.675 |
-3.668 |
-42.28 |
|
-28.37 |
| |  |
 |
 |
 |
L |
 |
Sunnova Energy |
3.312 |
8/12/24 |
-4.47 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
SunPower |
0.100 |
8/12/24 |
-4.76 |
40.483 |
|
49.591 |
-9.108 |
-18.37 |
|
-1.84 |
| |  |
 |
 |
 |
L |
 |
Sunrun |
8.670 |
8/12/24 |
-3.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Synopsys |
260.568 |
8/12/24 |
-0.74 |
12.127 |
|
13.661 |
-1.534 |
-11.23 |
|
-1.31 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
97.530 |
8/12/24 |
0.39 |
15.729 |
|
20.080 |
-4.351 |
-21.67 |
|
-19.76 |
| |  |
 |
 |
 |
L |
 |
Take-Two Interactive |
73.687 |
8/12/24 |
1.71 |
12.337 |
|
9.260 |
3.077 |
33.23 |
|
28.73 |
| |  |
 |
 |
 |
|
 |
Target |
67.548 |
8/12/24 |
-0.35 |
22.843 |
|
29.998 |
-7.155 |
-23.85 |
|
-16.91 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
98.801 |
8/12/24 |
-1.26 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
96.085 |
8/12/24 |
-0.08 |
14.268 |
|
16.703 |
-2.434 |
-14.58 |
|
-9.39 |
| |  |
 |
 |
 |
L |
 |
The Trade Desk |
48.548 |
8/12/24 |
-2.28 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
299.705 |
8/12/24 |
0.48 |
28.081 |
|
28.239 |
-0.158 |
-0.56 |
|
0.74 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
104.925 |
8/12/24 |
-1.29 |
21.552 |
|
25.349 |
-3.796 |
-14.98 |
|
-13.11 |
| |
|
instrument |
freshest |
⇓ Δday |
7/21/08 |
⇓ Δwk |
10/22/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
20.747 |
8/12/24 |
-1.43 |
13.633 |
|
15.352 |
-1.720 |
-11.20 |
|
-13.80 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
34.650 |
8/12/24 |
1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
118.442 |
8/12/24 |
-0.32 |
18.138 |
|
15.261 |
2.877 |
18.85 |
|
14.57 |
| |  |
 |
 |
 |
|
 |
United Airlines |
20.221 |
8/12/24 |
-2.51 |
2.496 |
|
23.458 |
-20.961 |
-89.36 |
|
-73.11 |
| |  |
 |
 |
 |
L |
 |
United Natural Foods |
6.163 |
8/12/24 |
-1.28 |
9.395 |
|
13.871 |
-4.476 |
-32.27 |
|
-17.64 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
282.806 |
8/12/24 |
1.17 |
11.922 |
|
23.458 |
-11.536 |
-49.18 |
|
-42.96 |
| |  |
 |
 |
 |
S |
 |
UPS |
62.465 |
8/12/24 |
-0.76 |
29.747 |
|
36.597 |
-6.850 |
-18.72 |
|
-16.79 |
| |  |
 |
 |
 |
L |
 |
Verisk Analytics |
131.255 |
8/12/24 |
-0.67 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Verizon |
20.277 |
8/12/24 |
-0.54 |
17.585 |
|
21.509 |
-3.924 |
-18.24 |
|
-11.12 |
| |  |
 |
 |
 |
L |
 |
Vertex |
232.387 |
8/12/24 |
-0.84 |
15.869 |
|
15.508 |
0.361 |
2.32 |
|
21.88 |
| |  |
 |
 |
 |
|
 |
Visa |
130.019 |
8/12/24 |
0.05 |
8.993 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Walmart |
34.370 |
8/12/24 |
1.10 |
9.557 |
|
7.351 |
2.206 |
30.01 |
|
16.48 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
5.103 |
8/12/24 |
-4.49 |
16.930 |
|
18.374 |
-1.445 |
-7.86 |
|
-10.20 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
42.999 |
8/12/24 |
-0.30 |
15.254 |
|
16.902 |
-1.649 |
-9.75 |
|
-5.96 |
| |  |
 |
 |
 |
|
 |
Warner Bros. Disc |
3.357 |
8/12/24 |
-4.55 |
5.291 |
|
6.943 |
-1.652 |
-23.80 |
|
-11.99 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
26.045 |
8/12/24 |
-1.33 |
13.778 |
|
16.483 |
-2.705 |
-16.41 |
|
-9.11 |
| |  |
 |
 |
 |
S |
 |
Workday |
105.345 |
8/12/24 |
-0.65 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
29.026 |
8/12/24 |
0.10 |
10.041 |
|
10.328 |
-0.287 |
-2.78 |
|
-4.71 |
| |  |
 |
 |
 |
S |
 |
Xerox |
4.858 |
8/12/24 |
-2.51 |
27.235 |
|
33.493 |
-6.257 |
-18.68 |
|
-11.28 |
| |  |
 |
 |
 |
|
 |
Zscaler |
86.324 |
8/12/24 |
-1.04 |
|
|
|
|
|
|
-na- |
| USA - 175 out of 219 instruments rated - 7/21/08 / 10/22/07 - 52 did rise, Market-Ratio(39) in GBP = 29.71 % |
| 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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