| | Sat, Dec 6th, 2025, 9:11UTC |
| | |
Assessment - United States in Pound sterling - 7/28/08 - RS = 39
⇐
| |
|
instrument |
freshest |
⇓ Δday |
7/28/08 |
⇓ Δwk |
10/29/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 500 |
2,683.592 |
8/12/24 |
|
619.817 |
|
750.899 |
-131.081 |
-17.46 |
|
-11.55 |
| |  |
 |
 |
 |
L |
 |
3M |
61.943 |
8/12/24 |
-0.65 |
34.963 |
|
41.892 |
-6.929 |
-16.54 |
|
-13.63 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
54.130 |
8/12/24 |
-0.84 |
14.112 |
|
13.266 |
0.846 |
6.38 |
|
3.94 |
| |  |
 |
 |
 |
|
 |
AbbVie |
95.496 |
8/12/24 |
0.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Adobe |
266.597 |
8/12/24 |
-1.00 |
20.065 |
|
22.902 |
-2.837 |
-12.39 |
|
1.18 |
| |  |
 |
 |
 |
L |
 |
Adtalem |
35.882 |
8/12/24 |
-0.85 |
27.155 |
|
25.773 |
1.383 |
5.37 |
|
16.59 |
| |  |
 |
 |
 |
L |
 |
AES |
8.391 |
8/12/24 |
0.30 |
8.245 |
|
10.350 |
-2.105 |
-20.34 |
|
-14.12 |
| |  |
 |
 |
 |
|
 |
Airbnb |
57.052 |
8/12/24 |
-1.27 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
17.369 |
8/12/24 |
-0.26 |
2.134 |
|
3.022 |
-0.888 |
-29.39 |
|
-20.72 |
| |  |
 |
 |
 |
L |
 |
Alphabet A |
81.491 |
8/12/24 |
-0.84 |
6.008 |
|
8.300 |
-2.292 |
-27.62 |
|
-13.05 |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
82.325 |
8/12/24 |
-0.87 |
5.967 |
|
8.244 |
-2.276 |
-27.62 |
|
-13.05 |
| |  |
 |
 |
 |
L |
 |
Altria |
25.262 |
8/12/24 |
-0.24 |
10.495 |
|
11.825 |
-1.330 |
-11.25 |
|
-8.86 |
| |  |
 |
 |
 |
|
 |
Altus Power |
1.476 |
8/12/24 |
-6.96 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Amazon.com |
83.756 |
8/12/24 |
-0.08 |
1.908 |
|
2.195 |
-0.288 |
-13.10 |
|
-3.56 |
| |  |
 |
 |
 |
|
 |
AMD |
68.677 |
8/12/24 |
1.86 |
2.104 |
|
6.276 |
-4.172 |
-66.48 |
|
-46.97 |
| |  |
 |
 |
 |
L |
 |
AEP |
48.777 |
8/12/24 |
-0.40 |
19.779 |
|
23.385 |
-3.606 |
-15.42 |
|
-10.46 |
| |  |
 |
 |
 |
|
 |
AIG |
35.958 |
8/12/24 |
-0.62 |
240.622 |
|
615.930 |
-375.308 |
-60.93 |
|
-48.97 |
| |  |
 |
 |
 |
S |
 |
Align Technology |
107.240 |
8/12/24 |
-0.63 |
5.654 |
|
9.819 |
-4.165 |
-42.42 |
|
-23.85 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
4.825 |
8/12/24 |
-2.54 |
2.094 |
|
13.191 |
-11.097 |
-84.13 |
|
-50.87 |
| |  |
 |
 |
 |
|
 |
American Express |
119.031 |
8/12/24 |
-0.34 |
17.760 |
|
29.486 |
-11.725 |
-39.77 |
|
-28.07 |
| |  |
 |
 |
 |
L |
 |
American Water |
71.584 |
8/12/24 |
0.20 |
9.355 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Amgen |
160.682 |
8/12/24 |
-0.77 |
30.369 |
|
27.673 |
2.696 |
9.74 |
|
26.04 |
| |  |
 |
 |
 |
L |
 |
Analog Devices |
106.492 |
8/12/24 |
0.36 |
14.793 |
|
16.163 |
-1.370 |
-8.48 |
|
-7.62 |
| |  |
 |
 |
 |
|
 |
Ansys |
157.323 |
8/12/24 |
0.69 |
21.803 |
|
19.555 |
2.248 |
11.49 |
|
16.32 |
| |  |
 |
 |
 |
L |
 |
Apple |
109.229 |
8/12/24 |
0.71 |
2.769 |
|
3.221 |
-0.452 |
-14.04 |
|
-0.38 |
| |
|
instrument |
freshest |
⇓ Δday |
7/28/08 |
⇓ Δwk |
10/29/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Applied Materials |
96.957 |
8/12/24 |
1.00 |
8.386 |
|
9.244 |
-0.858 |
-9.28 |
|
-13.20 |
| |  |
 |
 |
 |
L |
 |
Array Tech |
3.530 |
8/12/24 |
-0.99 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
AstraZeneca |
41.436 |
8/12/24 |
1.64 |
11.318 |
|
11.856 |
-0.538 |
-4.53 |
|
3.20 |
| |  |
 |
 |
 |
L |
 |
AT&T |
9.756 |
8/12/24 |
-0.31 |
15.380 |
|
20.339 |
-4.959 |
-24.38 |
|
-19.16 |
| |  |
 |
 |
 |
S |
 |
Atlassian |
70.575 |
8/12/24 |
-0.62 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Autodesk |
120.296 |
8/12/24 |
-0.36 |
16.169 |
|
23.248 |
-7.080 |
-30.45 |
|
-20.46 |
| |  |
 |
 |
 |
|
 |
Automatic Data |
130.113 |
8/12/24 |
-1.17 |
20.291 |
|
22.990 |
-2.699 |
-11.74 |
|
-6.77 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
41.732 |
8/12/24 |
-4.43 |
2.948 |
|
10.477 |
-7.529 |
-71.87 |
|
-54.32 |
| |  |
 |
 |
 |
|
 |
Baker Hughes |
17.650 |
8/12/24 |
0.23 |
41.657 |
|
42.876 |
-1.219 |
-2.84 |
|
4.96 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
19.166 |
8/12/24 |
-0.29 |
14.090 |
|
23.380 |
-9.290 |
-39.74 |
|
-27.47 |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
31.770 |
8/12/24 |
-0.80 |
16.590 |
|
23.385 |
-6.794 |
-29.05 |
|
-23.64 |
| |  |
 |
 |
 |
S |
 |
Baxter |
18.544 |
8/12/24 |
-0.59 |
18.285 |
|
15.844 |
2.441 |
15.41 |
|
14.80 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
216.113 |
8/12/24 |
-0.30 |
37.459 |
|
41.643 |
-4.184 |
-10.05 |
|
-11.70 |
| |  |
 |
 |
 |
L |
 |
Biogen |
100.949 |
8/12/24 |
-0.48 |
34.893 |
|
36.459 |
-1.566 |
-4.29 |
|
11.19 |
| |  |
 |
 |
 |
L |
 |
Bloom Energy |
5.594 |
8/12/24 |
-3.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Boeing |
82.415 |
8/12/24 |
-2.25 |
31.303 |
|
47.262 |
-15.959 |
-33.77 |
|
-25.96 |
| |  |
 |
 |
 |
|
 |
Booking |
1,726.924 |
8/12/24 |
-0.11 |
53.477 |
|
44.431 |
9.046 |
20.36 |
|
4.39 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
23.630 |
8/12/24 |
0.73 |
11.002 |
|
14.487 |
-3.485 |
-24.06 |
|
-10.40 |
| |  |
 |
 |
 |
|
 |
Broadcom |
74.627 |
8/12/24 |
0.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
49.560 |
8/12/24 |
0.20 |
24.022 |
|
24.072 |
-0.050 |
-0.21 |
|
-9.81 |
| |  |
 |
 |
 |
|
 |
Cadence |
133.889 |
8/12/24 |
-1.29 |
3.570 |
|
9.015 |
-5.445 |
-60.40 |
|
-47.40 |
| |  |
 |
 |
 |
L |
 |
California Water |
26.277 |
8/12/24 |
-0.42 |
8.835 |
|
10.745 |
-1.910 |
-17.77 |
|
-6.00 |
| |  |
 |
 |
 |
|
 |
Capital One |
66.342 |
8/12/24 |
-1.56 |
18.619 |
|
32.107 |
-13.488 |
-42.01 |
|
-27.29 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
168.732 |
8/12/24 |
-0.66 |
34.743 |
|
36.010 |
-1.268 |
-3.52 |
|
-6.93 |
| |  |
 |
 |
 |
|
 |
CDW |
106.502 |
8/12/24 |
-0.76 |
|
|
|
|
|
|
-na- |
| |
|
instrument |
freshest |
⇓ Δday |
7/28/08 |
⇓ Δwk |
10/29/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Charter Comm |
176.128 |
8/12/24 |
-3.75 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Chevron |
72.819 |
8/12/24 |
0.02 |
41.421 |
|
45.259 |
-3.838 |
-8.48 |
|
-7.52 |
| |  |
 |
 |
 |
|
 |
Cintas |
381.435 |
8/12/24 |
0.53 |
14.140 |
|
16.768 |
-2.627 |
-15.67 |
|
-7.45 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
22.526 |
8/12/24 |
-1.34 |
11.037 |
|
15.793 |
-4.756 |
-30.12 |
|
-17.32 |
| |  |
 |
 |
 |
|
 |
Citigroup |
29.043 |
8/12/24 |
|
87.522 |
|
208.023 |
-120.501 |
-57.93 |
|
-36.57 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
34.230 |
8/12/24 |
-0.74 |
12.842 |
|
15.067 |
-2.225 |
-14.77 |
|
-11.00 |
| |  |
 |
 |
 |
S |
 |
Cognizant |
36.726 |
8/12/24 |
-1.72 |
6.719 |
|
9.831 |
-3.112 |
-31.66 |
|
-17.96 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
50.856 |
8/12/24 |
-0.77 |
17.213 |
|
18.093 |
-0.880 |
-4.86 |
|
-6.08 |
| |  |
 |
 |
 |
S |
 |
Comcast |
19.347 |
8/12/24 |
-1.41 |
4.745 |
|
5.097 |
-0.352 |
-6.90 |
|
-7.83 |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
55.250 |
8/12/24 |
2.04 |
31.939 |
|
31.891 |
0.048 |
0.15 |
|
-0.70 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
51.187 |
8/12/24 |
0.91 |
19.252 |
|
22.664 |
-3.412 |
-15.05 |
|
-11.83 |
| |  |
 |
 |
 |
|
 |
Constellation Energy |
94.064 |
8/12/24 |
-1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Copart |
25.237 |
8/12/24 |
-1.43 |
1.370 |
|
1.151 |
0.219 |
19.03 |
|
17.02 |
| |  |
 |
 |
 |
S |
 |
CoStar |
36.169 |
8/12/24 |
-2.50 |
2.388 |
|
2.778 |
-0.389 |
-14.02 |
|
1.16 |
| |  |
 |
 |
 |
L |
 |
Costco |
433.627 |
8/12/24 |
1.01 |
30.304 |
|
32.648 |
-2.344 |
-7.18 |
|
-7.87 |
| |  |
 |
 |
 |
|
 |
CrowdStrike |
120.180 |
8/12/24 |
-0.65 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
CSX |
16.821 |
8/12/24 |
-1.47 |
3.449 |
|
2.421 |
1.028 |
42.45 |
|
26.75 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
28.024 |
8/12/24 |
-2.28 |
18.659 |
|
20.383 |
-1.724 |
-8.46 |
|
-5.17 |
| |  |
 |
 |
 |
|
 |
Datadog |
56.319 |
8/12/24 |
-0.11 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Deckers Outdoor |
461.108 |
8/12/24 |
3.15 |
19.111 |
|
23.682 |
-4.571 |
-19.30 |
|
-4.00 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
19.613 |
8/12/24 |
-0.61 |
3.465 |
|
9.673 |
-6.208 |
-64.18 |
|
-36.41 |
| |  |
 |
 |
 |
|
 |
Devon Energy |
22.762 |
8/12/24 |
0.91 |
47.421 |
|
45.561 |
1.860 |
4.08 |
|
1.31 |
| |  |
 |
 |
 |
|
 |
DexCom |
35.787 |
8/12/24 |
2.16 |
0.861 |
|
1.048 |
-0.187 |
-17.80 |
|
-8.87 |
| |  |
 |
 |
 |
|
 |
Diamondback Energy |
101.074 |
8/12/24 |
0.76 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Dollar Tree |
47.150 |
8/12/24 |
-1.21 |
5.950 |
|
6.089 |
-0.139 |
-2.28 |
|
13.95 |
| |
|
instrument |
freshest |
⇓ Δday |
7/28/08 |
⇓ Δwk |
10/29/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
27.477 |
8/12/24 |
0.46 |
21.958 |
|
21.960 |
-0.001 |
-0.01 |
|
-0.63 |
| |  |
 |
 |
 |
|
 |
DoorDash |
62.285 |
8/12/24 |
0.19 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Dow |
26.221 |
8/12/24 |
-0.84 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
DuPont |
39.332 |
8/12/24 |
-0.25 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
56.927 |
8/12/24 |
0.62 |
25.759 |
|
27.834 |
-2.074 |
-7.45 |
|
-7.43 |
| |  |
 |
 |
 |
L |
 |
eBay |
28.024 |
8/12/24 |
-1.26 |
5.237 |
|
7.516 |
-2.280 |
-30.33 |
|
-19.71 |
| |  |
 |
 |
 |
|
 |
Edison International |
41.381 |
8/12/24 |
0.52 |
24.027 |
|
27.585 |
-3.558 |
-12.90 |
|
-9.33 |
| |  |
 |
 |
 |
|
 |
Electronic Arts |
73.266 |
8/12/24 |
-0.47 |
21.541 |
|
29.461 |
-7.920 |
-26.88 |
|
-16.12 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
444.076 |
8/12/24 |
-0.82 |
23.912 |
|
26.080 |
-2.168 |
-8.31 |
|
-7.87 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
51.755 |
8/12/24 |
-0.60 |
24.584 |
|
25.110 |
-0.525 |
-2.09 |
|
-5.52 |
| |  |
 |
 |
 |
|
 |
Encompass Health |
43.615 |
8/12/24 |
1.33 |
8.471 |
|
9.234 |
-0.763 |
-8.26 |
|
-6.53 |
| |  |
 |
 |
 |
|
 |
Energy Recovery |
8.335 |
8/12/24 |
-0.30 |
5.508 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Enphase Energy |
54.788 |
8/12/24 |
1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Exelon |
18.529 |
8/12/24 |
-0.54 |
39.894 |
|
39.407 |
0.488 |
1.24 |
|
-0.60 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
59.809 |
8/12/24 |
0.03 |
17.575 |
|
23.974 |
-6.400 |
-26.69 |
|
-21.55 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
59.754 |
8/12/24 |
0.13 |
40.512 |
|
45.615 |
-5.103 |
-11.19 |
|
-7.85 |
| |  |
 |
 |
 |
|
 |
Fastenal |
32.995 |
8/12/24 |
-1.02 |
5.865 |
|
5.247 |
0.618 |
11.78 |
|
7.08 |
| |  |
 |
 |
 |
S |
 |
FedEx |
140.170 |
8/12/24 |
0.63 |
39.186 |
|
50.381 |
-11.194 |
-22.22 |
|
-16.06 |
| |  |
 |
 |
 |
L |
 |
First Solar |
110.083 |
8/12/24 |
3.51 |
140.969 |
|
71.417 |
69.552 |
97.39 |
|
56.02 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
21.190 |
8/12/24 |
0.55 |
36.329 |
|
33.832 |
2.497 |
7.38 |
|
3.16 |
| |  |
 |
 |
 |
|
 |
Fiserv |
80.894 |
8/12/24 |
-0.30 |
5.808 |
|
6.627 |
-0.819 |
-12.35 |
|
-7.84 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
4.951 |
8/12/24 |
-2.38 |
2.385 |
|
4.274 |
-1.888 |
-44.19 |
|
-30.15 |
| |  |
 |
 |
 |
S |
 |
Fortinet |
35.330 |
8/12/24 |
0.96 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Fox A |
19.498 |
8/12/24 |
-1.27 |
6.919 |
|
10.613 |
-3.694 |
-34.80 |
|
-27.56 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
20.869 |
8/12/24 |
1.24 |
23.997 |
|
28.716 |
-4.719 |
-16.43 |
|
-4.99 |
| |
|
instrument |
freshest |
⇓ Δday |
7/28/08 |
⇓ Δwk |
10/29/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
FuelCell Energy |
0.221 |
8/12/24 |
-1.61 |
601.595 |
|
668.011 |
-66.416 |
-9.94 |
|
-0.77 |
| |  |
 |
 |
 |
|
 |
GE HealthCare |
41.361 |
8/12/24 |
-1.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
General Dynamics |
146.221 |
8/12/24 |
-0.61 |
44.142 |
|
44.075 |
0.067 |
0.15 |
|
3.79 |
| |  |
 |
 |
 |
|
 |
General Electric |
83.791 |
8/12/24 |
-0.16 |
111.232 |
|
158.115 |
-46.882 |
-29.65 |
|
-20.13 |
| |  |
 |
 |
 |
L |
 |
General Motors |
21.587 |
8/12/24 |
-1.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
36.651 |
8/12/24 |
-0.91 |
13.224 |
|
11.198 |
2.026 |
18.09 |
|
15.96 |
| |  |
 |
 |
 |
|
 |
GlobalFoundries |
21.707 |
8/12/24 |
-1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
243.785 |
8/12/24 |
-0.97 |
86.819 |
|
118.805 |
-31.987 |
-26.92 |
|
-8.09 |
| |  |
 |
 |
 |
L |
 |
Hannon Armstrong SIC |
15.169 |
8/12/24 |
-1.63 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Halliburton |
15.757 |
8/12/24 |
1.23 |
23.043 |
|
19.779 |
3.264 |
16.50 |
|
17.05 |
| |  |
 |
 |
 |
L |
 |
HP |
16.962 |
8/12/24 |
0.72 |
9.805 |
|
11.456 |
-1.651 |
-14.41 |
|
-8.87 |
| |  |
 |
 |
 |
|
 |
Home Depot |
173.642 |
8/12/24 |
-0.81 |
11.629 |
|
15.301 |
-3.671 |
-23.99 |
|
-18.88 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
98.815 |
8/12/24 |
-0.73 |
25.122 |
|
29.096 |
-3.974 |
-13.66 |
|
-12.05 |
| |  |
 |
 |
 |
|
 |
IBM |
95.144 |
8/12/24 |
-1.03 |
63.394 |
|
55.940 |
7.454 |
13.32 |
|
11.31 |
| |  |
 |
 |
 |
|
 |
IDEXX Labs |
240.988 |
8/12/24 |
-0.60 |
13.035 |
|
28.375 |
-15.339 |
-54.06 |
|
-19.93 |
| |  |
 |
 |
 |
S |
 |
Illumina |
62.536 |
8/12/24 |
0.79 |
23.437 |
|
13.844 |
9.593 |
69.30 |
|
49.21 |
| |  |
 |
 |
 |
S |
 |
Intel |
9.721 |
8/12/24 |
-1.78 |
10.881 |
|
12.796 |
-1.915 |
-14.96 |
|
-6.23 |
| |  |
 |
 |
 |
|
 |
Interface |
8.190 |
8/12/24 |
-0.79 |
5.835 |
|
9.278 |
-3.443 |
-37.11 |
|
-24.96 |
| |  |
 |
 |
 |
|
 |
Intuit |
315.043 |
8/12/24 |
-0.44 |
13.437 |
|
15.237 |
-1.800 |
-11.82 |
|
-6.84 |
| |  |
 |
 |
 |
|
 |
Intuitive Surgical |
233.758 |
8/12/24 |
0.46 |
17.198 |
|
17.396 |
-0.198 |
-1.14 |
|
14.00 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
81.732 |
8/12/24 |
-0.20 |
18.117 |
|
13.483 |
4.634 |
34.37 |
|
24.67 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
103.535 |
8/12/24 |
0.19 |
18.910 |
|
22.742 |
-3.831 |
-16.85 |
|
-11.46 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
80.281 |
8/12/24 |
-0.46 |
34.386 |
|
31.664 |
2.722 |
8.60 |
|
6.03 |
| |  |
 |
 |
 |
|
 |
Kadant |
145.769 |
8/12/24 |
-1.48 |
10.771 |
|
14.843 |
-4.072 |
-27.43 |
|
-20.87 |
| |  |
 |
 |
 |
|
 |
Keurig Dr Pepper |
17.474 |
8/12/24 |
0.69 |
10.133 |
|
|
|
|
|
13.05 |
| |
|
instrument |
freshest |
⇓ Δday |
7/28/08 |
⇓ Δwk |
10/29/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Kirby |
58.503 |
8/12/24 |
-0.14 |
23.952 |
|
22.366 |
1.585 |
7.09 |
|
3.53 |
| |  |
 |
 |
 |
|
 |
KLA-Tencor |
380.385 |
8/12/24 |
1.44 |
18.237 |
|
25.324 |
-7.087 |
-27.98 |
|
-20.93 |
| |  |
 |
 |
 |
S |
 |
Kraft Heinz |
17.158 |
8/12/24 |
-3.12 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Lam Research |
407.174 |
8/12/24 |
0.37 |
16.370 |
|
23.706 |
-7.337 |
-30.95 |
|
-23.29 |
| |  |
 |
 |
 |
|
 |
Landstar System |
92.950 |
8/12/24 |
-1.04 |
23.952 |
|
20.037 |
3.915 |
19.54 |
|
4.28 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
279.643 |
8/12/24 |
0.97 |
51.895 |
|
53.231 |
-1.336 |
-2.51 |
|
-0.81 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
116.028 |
8/12/24 |
-2.02 |
9.862 |
|
13.254 |
-3.392 |
-25.59 |
|
-19.18 |
| |  |
 |
 |
 |
L |
 |
LTC Properties |
18.027 |
8/12/24 |
-0.22 |
14.115 |
|
11.831 |
2.284 |
19.30 |
|
15.06 |
| |  |
 |
 |
 |
|
 |
Marriott |
107.798 |
8/12/24 |
-1.51 |
12.799 |
|
19.277 |
-6.478 |
-33.60 |
|
-26.62 |
| |  |
 |
 |
 |
|
 |
Marsh & McLennan |
109.139 |
8/12/24 |
-1.23 |
13.151 |
|
12.684 |
0.467 |
3.68 |
|
0.52 |
| |  |
 |
 |
 |
|
 |
Marvell Tech |
30.384 |
8/12/24 |
-0.08 |
7.376 |
|
8.912 |
-1.536 |
-17.24 |
|
4.46 |
| |  |
 |
 |
 |
|
 |
Mastercard |
228.817 |
8/12/24 |
-0.24 |
12.739 |
|
7.667 |
5.072 |
66.15 |
|
31.72 |
| |  |
 |
 |
 |
|
 |
Matson |
65.343 |
8/12/24 |
0.73 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
135.305 |
8/12/24 |
0.58 |
29.018 |
|
28.838 |
0.181 |
0.63 |
|
3.96 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
40.768 |
8/12/24 |
-1.04 |
26.543 |
|
23.278 |
3.265 |
14.03 |
|
6.08 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
56.982 |
8/12/24 |
-0.93 |
16.098 |
|
28.151 |
-12.052 |
-42.81 |
|
-30.46 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
259.075 |
8/12/24 |
-0.35 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
MetLife |
35.074 |
8/12/24 |
-0.40 |
25.252 |
|
33.823 |
-8.570 |
-25.34 |
|
-16.83 |
| |  |
 |
 |
 |
L |
 |
Micron Technology |
47.522 |
8/12/24 |
1.68 |
2.300 |
|
4.868 |
-2.568 |
-52.76 |
|
-41.88 |
| |  |
 |
 |
 |
|
 |
Microsoft |
204.273 |
8/12/24 |
0.19 |
12.804 |
|
16.845 |
-4.041 |
-23.99 |
|
-14.14 |
| |  |
 |
 |
 |
|
 |
MillerKnoll |
13.628 |
8/12/24 |
-3.49 |
12.423 |
|
12.601 |
-0.178 |
-1.42 |
|
-7.42 |
| |  |
 |
 |
 |
L |
 |
Moderna |
40.818 |
8/12/24 |
-4.29 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Molina Healthcare |
169.555 |
8/12/24 |
-0.15 |
15.164 |
|
18.897 |
-3.733 |
-19.75 |
|
-2.62 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
34.788 |
8/12/24 |
-0.63 |
10.049 |
|
10.431 |
-0.383 |
-3.67 |
|
-2.29 |
| |  |
 |
 |
 |
S |
 |
MongoDB |
116.681 |
8/12/24 |
-1.08 |
|
|
|
|
|
|
-na- |
| |
|
instrument |
freshest |
⇓ Δday |
7/28/08 |
⇓ Δwk |
10/29/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
S |
 |
Monster Beverage |
23.043 |
8/12/24 |
-0.37 |
1.003 |
|
2.672 |
-1.670 |
-62.48 |
|
-39.25 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
47.622 |
8/12/24 |
0.13 |
17.555 |
|
32.292 |
-14.738 |
-45.64 |
|
-27.83 |
| |  |
 |
 |
 |
|
 |
Netflix |
317.920 |
8/12/24 |
-0.13 |
2.054 |
|
1.836 |
0.218 |
11.88 |
|
15.28 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
38.955 |
8/12/24 |
0.15 |
7.964 |
|
8.175 |
-0.212 |
-2.59 |
|
-1.13 |
| |  |
 |
 |
 |
|
 |
Nike |
37.479 |
8/12/24 |
0.40 |
7.186 |
|
7.945 |
-0.760 |
-9.56 |
|
-6.67 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
119.096 |
8/12/24 |
-1.02 |
34.657 |
|
25.261 |
9.396 |
37.20 |
|
28.10 |
| |  |
 |
 |
 |
L |
 |
NVidia |
54.742 |
8/12/24 |
4.08 |
0.145 |
|
0.409 |
-0.264 |
-64.63 |
|
-52.09 |
| |  |
 |
 |
 |
|
 |
O'Reilly |
562.926 |
8/12/24 |
-0.30 |
12.368 |
|
15.954 |
-3.586 |
-22.48 |
|
-15.27 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
95.717 |
8/12/24 |
-1.35 |
2.605 |
|
1.605 |
1.000 |
62.33 |
|
31.07 |
| |  |
 |
 |
 |
|
 |
ON Semiconductor |
35.335 |
8/12/24 |
-1.30 |
4.454 |
|
5.940 |
-1.486 |
-25.02 |
|
5.78 |
| |  |
 |
 |
 |
L |
 |
Oracle |
66.573 |
8/12/24 |
0.39 |
10.404 |
|
10.608 |
-0.204 |
-1.92 |
|
0.08 |
| |  |
 |
 |
 |
L |
 |
Ormat Technologies |
36.008 |
8/12/24 |
-1.10 |
22.556 |
|
24.934 |
-2.379 |
-9.54 |
|
-4.16 |
| |  |
 |
 |
 |
|
 |
Paccar |
46.282 |
8/12/24 |
-0.74 |
20.030 |
|
26.572 |
-6.542 |
-24.62 |
|
-18.40 |
| |  |
 |
 |
 |
|
 |
Palo Alto Networks |
166.256 |
8/12/24 |
-0.11 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Paychex |
62.139 |
8/12/24 |
-0.57 |
16.239 |
|
20.032 |
-3.793 |
-18.94 |
|
-11.02 |
| |  |
 |
 |
 |
|
 |
PayPal |
31.865 |
8/12/24 |
-1.95 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
PepsiCo |
86.076 |
8/12/24 |
-0.56 |
33.497 |
|
35.913 |
-2.416 |
-6.73 |
|
-4.67 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
14.286 |
8/12/24 |
-0.35 |
9.219 |
|
11.943 |
-2.724 |
-22.81 |
|
-15.23 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
58.293 |
8/12/24 |
0.07 |
26.422 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Plug Power |
0.979 |
8/12/24 |
-1.02 |
1.070 |
|
1.706 |
-0.636 |
-37.29 |
|
-28.14 |
| |  |
 |
 |
 |
S |
 |
Potlatch |
20.517 |
8/12/24 |
-1.99 |
23.565 |
|
22.089 |
1.476 |
6.68 |
|
7.27 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
83.761 |
8/12/24 |
-2.19 |
32.051 |
|
35.002 |
-2.951 |
-8.43 |
|
-5.25 |
| |  |
 |
 |
 |
L |
 |
PSEG |
40.427 |
8/12/24 |
0.81 |
20.402 |
|
22.761 |
-2.360 |
-10.37 |
|
-8.90 |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
81.792 |
8/12/24 |
-0.97 |
26.824 |
|
20.286 |
6.538 |
32.23 |
|
29.18 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
58.549 |
8/12/24 |
0.39 |
20.246 |
|
23.239 |
-2.992 |
-12.88 |
|
-10.90 |
| |
|
instrument |
freshest |
⇓ Δday |
7/28/08 |
⇓ Δwk |
10/29/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Regeneron |
562.936 |
8/12/24 |
-0.90 |
9.450 |
|
10.823 |
-1.372 |
-12.68 |
|
0.55 |
| |  |
 |
 |
 |
|
 |
Roper Technologies |
261.144 |
8/12/24 |
-1.27 |
30.645 |
|
33.335 |
-2.690 |
-8.07 |
|
0.40 |
| |  |
 |
 |
 |
|
 |
Ross Stores |
70.635 |
8/12/24 |
0.74 |
4.554 |
|
3.253 |
1.302 |
40.02 |
|
25.73 |
| |  |
 |
 |
 |
|
 |
Ryder System |
66.201 |
8/12/24 |
-1.29 |
32.458 |
|
22.985 |
9.473 |
41.21 |
|
18.50 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
126.191 |
8/12/24 |
-0.48 |
7.865 |
|
6.499 |
1.365 |
21.01 |
|
13.76 |
| |  |
 |
 |
 |
S |
 |
Shoals Technologies |
2.576 |
8/12/24 |
0.20 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Simon Property |
76.876 |
8/12/24 |
-3.51 |
44.469 |
|
48.383 |
-3.914 |
-8.09 |
|
-4.04 |
| |  |
 |
 |
 |
S |
 |
Sirius XM |
1.496 |
8/12/24 |
-5.10 |
0.944 |
|
1.759 |
-0.815 |
-46.34 |
|
-34.15 |
| |  |
 |
 |
 |
L |
 |
Southern |
43.786 |
8/12/24 |
0.46 |
17.755 |
|
17.762 |
-0.006 |
-0.03 |
|
-2.09 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
12.744 |
8/12/24 |
0.20 |
7.542 |
|
6.744 |
0.798 |
11.83 |
|
12.61 |
| |  |
 |
 |
 |
L |
 |
Sprouts |
48.295 |
8/12/24 |
-0.10 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Starbucks |
38.679 |
8/12/24 |
2.58 |
3.573 |
|
6.391 |
-2.818 |
-44.10 |
|
-28.31 |
| |  |
 |
 |
 |
|
 |
Steelcase |
6.171 |
8/12/24 |
-1.76 |
5.252 |
|
8.576 |
-3.324 |
-38.76 |
|
-24.01 |
| |  |
 |
 |
 |
L |
 |
Sunnova Energy |
3.324 |
8/12/24 |
-4.47 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
SunPower |
0.100 |
8/12/24 |
-4.76 |
36.259 |
|
59.371 |
-23.112 |
-38.93 |
|
-12.39 |
| |  |
 |
 |
 |
L |
 |
Sunrun |
8.702 |
8/12/24 |
-3.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Synopsys |
261.531 |
8/12/24 |
-0.74 |
11.956 |
|
13.352 |
-1.396 |
-10.45 |
|
-2.55 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
97.891 |
8/12/24 |
0.39 |
15.576 |
|
21.285 |
-5.709 |
-26.82 |
|
-19.42 |
| |  |
 |
 |
 |
L |
 |
Take-Two Interactive |
73.959 |
8/12/24 |
1.71 |
11.936 |
|
8.771 |
3.165 |
36.08 |
|
24.04 |
| |  |
 |
 |
 |
|
 |
Target |
67.798 |
8/12/24 |
-0.35 |
22.074 |
|
30.451 |
-8.377 |
-27.51 |
|
-19.16 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
99.166 |
8/12/24 |
-1.26 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
96.440 |
8/12/24 |
-0.08 |
12.036 |
|
15.686 |
-3.650 |
-23.27 |
|
-23.18 |
| |  |
 |
 |
 |
L |
 |
The Trade Desk |
48.727 |
8/12/24 |
-2.28 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
300.813 |
8/12/24 |
0.48 |
29.139 |
|
28.194 |
0.944 |
3.35 |
|
4.33 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
105.312 |
8/12/24 |
-1.29 |
21.140 |
|
25.768 |
-4.628 |
-17.96 |
|
-14.49 |
| |
|
instrument |
freshest |
⇓ Δday |
7/28/08 |
⇓ Δwk |
10/29/07 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
20.823 |
8/12/24 |
-1.43 |
13.984 |
|
15.842 |
-1.857 |
-11.72 |
|
-11.34 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
34.778 |
8/12/24 |
1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
118.880 |
8/12/24 |
-0.32 |
19.227 |
|
15.530 |
3.697 |
23.80 |
|
21.10 |
| |  |
 |
 |
 |
|
 |
United Airlines |
20.296 |
8/12/24 |
-2.51 |
3.520 |
|
22.717 |
-19.197 |
-84.51 |
|
-59.67 |
| |  |
 |
 |
 |
L |
 |
United Natural Foods |
6.186 |
8/12/24 |
-1.28 |
9.425 |
|
13.162 |
-3.737 |
-28.39 |
|
-16.81 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
283.851 |
8/12/24 |
1.17 |
13.447 |
|
23.365 |
-9.918 |
-42.45 |
|
-34.54 |
| |  |
 |
 |
 |
S |
 |
UPS |
62.696 |
8/12/24 |
-0.76 |
30.926 |
|
36.595 |
-5.669 |
-15.49 |
|
-13.13 |
| |  |
 |
 |
 |
L |
 |
Verisk Analytics |
131.739 |
8/12/24 |
-0.67 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Verizon |
20.351 |
8/12/24 |
-0.54 |
16.872 |
|
22.310 |
-5.438 |
-24.38 |
|
-14.45 |
| |  |
 |
 |
 |
L |
 |
Vertex |
233.246 |
8/12/24 |
-0.84 |
16.103 |
|
16.051 |
0.052 |
0.33 |
|
23.45 |
| |  |
 |
 |
 |
|
 |
Visa |
130.499 |
8/12/24 |
0.05 |
8.856 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Walmart |
34.497 |
8/12/24 |
1.10 |
9.376 |
|
7.311 |
2.066 |
28.25 |
|
13.85 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
5.122 |
8/12/24 |
-4.49 |
16.661 |
|
19.345 |
-2.685 |
-13.88 |
|
-11.18 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
43.158 |
8/12/24 |
-0.30 |
15.315 |
|
16.899 |
-1.584 |
-9.37 |
|
-5.38 |
| |  |
 |
 |
 |
|
 |
Warner Bros. Disc |
3.369 |
8/12/24 |
-4.55 |
4.783 |
|
6.834 |
-2.051 |
-30.02 |
|
-20.27 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
26.141 |
8/12/24 |
-1.33 |
14.025 |
|
16.631 |
-2.607 |
-15.67 |
|
-7.12 |
| |  |
 |
 |
 |
S |
 |
Workday |
105.734 |
8/12/24 |
-0.65 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
29.134 |
8/12/24 |
0.10 |
9.962 |
|
10.779 |
-0.816 |
-7.57 |
|
-5.43 |
| |  |
 |
 |
 |
S |
 |
Xerox |
4.876 |
8/12/24 |
-2.51 |
26.452 |
|
33.213 |
-6.761 |
-20.36 |
|
-13.29 |
| |  |
 |
 |
 |
|
 |
Zscaler |
86.643 |
8/12/24 |
-1.04 |
|
|
|
|
|
|
-na- |
| USA - 175 out of 219 instruments rated - 7/28/08 / 10/29/07 - 42 did rise, Market-Ratio(39) in GBP = 24.00 % |
| 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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