| | Sat, Dec 6th, 2025, 9:11UTC |
| | |
Assessment - United States in Pound sterling - 10/20/08 - RS = 39
⇐
| |
|
instrument |
freshest |
⇓ Δday |
10/20/08 |
⇓ Δwk |
1/21/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 500 |
3,091.793 |
8/12/24 |
|
570.066 |
|
677.642 |
-107.576 |
-15.88 |
|
-16.26 |
| |  |
 |
 |
 |
L |
 |
3M |
71.365 |
8/12/24 |
-0.65 |
33.270 |
|
38.433 |
-5.163 |
-13.43 |
|
-14.43 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
62.364 |
8/12/24 |
-0.84 |
16.647 |
|
14.699 |
1.948 |
13.25 |
|
17.80 |
| |  |
 |
 |
 |
|
 |
AbbVie |
110.021 |
8/12/24 |
0.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Adobe |
307.149 |
8/12/24 |
-1.00 |
16.956 |
|
17.386 |
-0.430 |
-2.47 |
|
-14.70 |
| |  |
 |
 |
 |
L |
 |
Adtalem |
41.340 |
8/12/24 |
-0.85 |
27.329 |
|
26.534 |
0.795 |
3.00 |
|
4.27 |
| |  |
 |
 |
 |
L |
 |
AES |
9.667 |
8/12/24 |
0.30 |
5.721 |
|
9.046 |
-3.324 |
-36.75 |
|
-35.74 |
| |  |
 |
 |
 |
|
 |
Airbnb |
65.731 |
8/12/24 |
-1.27 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
20.011 |
8/12/24 |
-0.26 |
3.352 |
|
2.943 |
0.410 |
13.92 |
|
26.75 |
| |  |
 |
 |
 |
L |
 |
Alphabet A |
93.887 |
8/12/24 |
-0.84 |
5.503 |
|
7.493 |
-1.990 |
-26.56 |
|
-18.08 |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
94.847 |
8/12/24 |
-0.87 |
5.466 |
|
7.442 |
-1.977 |
-26.56 |
|
-18.08 |
| |  |
 |
 |
 |
L |
 |
Altria |
29.105 |
8/12/24 |
-0.24 |
11.778 |
|
12.479 |
-0.700 |
-5.61 |
|
2.46 |
| |  |
 |
 |
 |
|
 |
Altus Power |
1.701 |
8/12/24 |
-6.96 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Amazon.com |
96.496 |
8/12/24 |
-0.08 |
1.532 |
|
2.007 |
-0.474 |
-23.64 |
|
-22.20 |
| |  |
 |
 |
 |
|
 |
AMD |
79.123 |
8/12/24 |
1.86 |
2.378 |
|
3.493 |
-1.115 |
-31.92 |
|
-28.16 |
| |  |
 |
 |
 |
L |
 |
AEP |
56.197 |
8/12/24 |
-0.40 |
18.842 |
|
21.809 |
-2.967 |
-13.60 |
|
-12.48 |
| |  |
 |
 |
 |
|
 |
AIG |
41.427 |
8/12/24 |
-0.62 |
26.727 |
|
536.002 |
-509.274 |
-95.01 |
|
-87.04 |
| |  |
 |
 |
 |
S |
 |
Align Technology |
123.553 |
8/12/24 |
-0.63 |
3.564 |
|
6.637 |
-3.074 |
-46.31 |
|
-44.82 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
5.559 |
8/12/24 |
-2.54 |
4.275 |
|
6.146 |
-1.871 |
-30.44 |
|
21.01 |
| |  |
 |
 |
 |
|
 |
American Express |
137.136 |
8/12/24 |
-0.34 |
14.087 |
|
22.162 |
-8.075 |
-36.44 |
|
-37.07 |
| |  |
 |
 |
 |
L |
 |
American Water |
82.473 |
8/12/24 |
0.20 |
11.431 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Amgen |
185.124 |
8/12/24 |
-0.77 |
30.864 |
|
23.215 |
7.648 |
32.94 |
|
22.98 |
| |  |
 |
 |
 |
L |
 |
Analog Devices |
122.691 |
8/12/24 |
0.36 |
11.761 |
|
13.899 |
-2.137 |
-15.38 |
|
-23.38 |
| |  |
 |
 |
 |
|
 |
Ansys |
181.254 |
8/12/24 |
0.69 |
17.245 |
|
16.905 |
0.340 |
2.01 |
|
-14.38 |
| |  |
 |
 |
 |
L |
 |
Apple |
125.844 |
8/12/24 |
0.71 |
2.034 |
|
2.842 |
-0.809 |
-28.45 |
|
-28.24 |
| |
|
instrument |
freshest |
⇓ Δday |
10/20/08 |
⇓ Δwk |
1/21/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Applied Materials |
111.705 |
8/12/24 |
1.00 |
7.382 |
|
9.204 |
-1.823 |
-19.80 |
|
-20.63 |
| |  |
 |
 |
 |
L |
 |
Array Tech |
4.067 |
8/12/24 |
-0.99 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
AstraZeneca |
47.739 |
8/12/24 |
1.64 |
11.888 |
|
11.112 |
0.777 |
6.99 |
|
8.02 |
| |  |
 |
 |
 |
L |
 |
AT&T |
11.240 |
8/12/24 |
-0.31 |
15.614 |
|
18.388 |
-2.774 |
-15.09 |
|
-13.69 |
| |  |
 |
 |
 |
S |
 |
Atlassian |
81.310 |
8/12/24 |
-0.62 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Autodesk |
138.594 |
8/12/24 |
-0.36 |
14.561 |
|
20.510 |
-5.949 |
-29.01 |
|
-24.26 |
| |  |
 |
 |
 |
|
 |
Automatic Data |
149.904 |
8/12/24 |
-1.17 |
20.468 |
|
19.973 |
0.494 |
2.47 |
|
-5.95 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
48.080 |
8/12/24 |
-4.43 |
1.446 |
|
4.837 |
-3.391 |
-70.10 |
|
-70.55 |
| |  |
 |
 |
 |
|
 |
Baker Hughes |
20.335 |
8/12/24 |
0.23 |
22.446 |
|
35.754 |
-13.308 |
-37.22 |
|
-41.15 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
22.082 |
8/12/24 |
-0.29 |
14.116 |
|
19.120 |
-5.004 |
-26.17 |
|
-20.54 |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
36.602 |
8/12/24 |
-0.80 |
18.194 |
|
23.037 |
-4.842 |
-21.02 |
|
-12.80 |
| |  |
 |
 |
 |
S |
 |
Baxter |
21.364 |
8/12/24 |
-0.59 |
19.634 |
|
16.860 |
2.774 |
16.45 |
|
14.99 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
248.986 |
8/12/24 |
-0.30 |
47.774 |
|
46.728 |
1.046 |
2.24 |
|
9.31 |
| |  |
 |
 |
 |
L |
 |
Biogen |
116.304 |
8/12/24 |
-0.48 |
27.474 |
|
28.999 |
-1.525 |
-5.26 |
|
-9.61 |
| |  |
 |
 |
 |
L |
 |
Bloom Energy |
6.445 |
8/12/24 |
-3.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Boeing |
94.951 |
8/12/24 |
-2.25 |
27.022 |
|
39.681 |
-12.659 |
-31.90 |
|
-29.46 |
| |  |
 |
 |
 |
|
 |
Booking |
1,989.606 |
8/12/24 |
-0.11 |
35.121 |
|
49.366 |
-14.245 |
-28.86 |
|
-34.50 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
27.225 |
8/12/24 |
0.73 |
10.645 |
|
11.705 |
-1.060 |
-9.06 |
|
-9.06 |
| |  |
 |
 |
 |
|
 |
Broadcom |
85.978 |
8/12/24 |
0.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
57.099 |
8/12/24 |
0.20 |
24.378 |
|
24.243 |
0.135 |
0.56 |
|
-10.05 |
| |  |
 |
 |
 |
|
 |
Cadence |
154.254 |
8/12/24 |
-1.29 |
1.678 |
|
7.486 |
-5.809 |
-77.59 |
|
-68.32 |
| |  |
 |
 |
 |
L |
 |
California Water |
30.274 |
8/12/24 |
-0.42 |
9.829 |
|
8.693 |
1.136 |
13.07 |
|
3.52 |
| |  |
 |
 |
 |
|
 |
Capital One |
76.433 |
8/12/24 |
-1.56 |
23.302 |
|
20.357 |
2.945 |
14.47 |
|
-2.19 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
194.397 |
8/12/24 |
-0.66 |
23.661 |
|
32.635 |
-8.974 |
-27.50 |
|
-34.95 |
| |  |
 |
 |
 |
|
 |
CDW |
122.702 |
8/12/24 |
-0.76 |
|
|
|
|
|
|
-na- |
| |
|
instrument |
freshest |
⇓ Δday |
10/20/08 |
⇓ Δwk |
1/21/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Charter Comm |
202.919 |
8/12/24 |
-3.75 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Chevron |
83.896 |
8/12/24 |
0.02 |
40.270 |
|
41.548 |
-1.277 |
-3.07 |
|
-10.21 |
| |  |
 |
 |
 |
|
 |
Cintas |
439.455 |
8/12/24 |
0.53 |
11.466 |
|
15.284 |
-3.818 |
-24.98 |
|
-22.56 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
25.952 |
8/12/24 |
-1.34 |
10.969 |
|
12.007 |
-1.038 |
-8.65 |
|
-13.45 |
| |  |
 |
 |
 |
|
 |
Citigroup |
33.461 |
8/12/24 |
|
87.297 |
|
124.770 |
-37.473 |
-30.03 |
|
-24.70 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
39.437 |
8/12/24 |
-0.74 |
13.439 |
|
15.031 |
-1.592 |
-10.59 |
|
-7.71 |
| |  |
 |
 |
 |
S |
 |
Cognizant |
42.312 |
8/12/24 |
-1.72 |
5.802 |
|
6.494 |
-0.692 |
-10.65 |
|
-23.89 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
58.592 |
8/12/24 |
-0.77 |
18.689 |
|
19.163 |
-0.474 |
-2.47 |
|
-2.20 |
| |  |
 |
 |
 |
S |
 |
Comcast |
22.290 |
8/12/24 |
-1.41 |
4.619 |
|
4.257 |
0.362 |
8.51 |
|
-7.75 |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
63.654 |
8/12/24 |
2.04 |
25.827 |
|
28.148 |
-2.321 |
-8.25 |
|
-19.17 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
58.973 |
8/12/24 |
0.91 |
24.321 |
|
22.234 |
2.087 |
9.39 |
|
11.74 |
| |  |
 |
 |
 |
|
 |
Constellation Energy |
108.373 |
8/12/24 |
-1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Copart |
29.076 |
8/12/24 |
-1.43 |
1.256 |
|
1.230 |
0.027 |
2.19 |
|
-3.15 |
| |  |
 |
 |
 |
S |
 |
CoStar |
41.670 |
8/12/24 |
-2.50 |
2.244 |
|
1.951 |
0.293 |
15.00 |
|
-4.66 |
| |  |
 |
 |
 |
L |
 |
Costco |
499.585 |
8/12/24 |
1.01 |
33.600 |
|
33.821 |
-0.221 |
-0.65 |
|
-1.39 |
| |  |
 |
 |
 |
|
 |
CrowdStrike |
138.461 |
8/12/24 |
-0.65 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
CSX |
19.380 |
8/12/24 |
-1.47 |
2.929 |
|
2.465 |
0.464 |
18.82 |
|
-1.68 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
32.287 |
8/12/24 |
-2.28 |
16.690 |
|
19.063 |
-2.373 |
-12.45 |
|
-15.95 |
| |  |
 |
 |
 |
|
 |
Datadog |
64.886 |
8/12/24 |
-0.11 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Deckers Outdoor |
531.247 |
8/12/24 |
3.15 |
18.248 |
|
21.888 |
-3.639 |
-16.63 |
|
-12.05 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
22.597 |
8/12/24 |
-0.61 |
5.444 |
|
7.594 |
-2.150 |
-28.31 |
|
14.24 |
| |  |
 |
 |
 |
|
 |
Devon Energy |
26.224 |
8/12/24 |
0.91 |
46.107 |
|
40.545 |
5.562 |
13.72 |
|
-6.87 |
| |  |
 |
 |
 |
|
 |
DexCom |
41.231 |
8/12/24 |
2.16 |
0.651 |
|
1.157 |
-0.506 |
-43.75 |
|
-26.96 |
| |  |
 |
 |
 |
|
 |
Diamondback Energy |
116.449 |
8/12/24 |
0.76 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Dollar Tree |
54.322 |
8/12/24 |
-1.21 |
6.682 |
|
4.162 |
2.519 |
60.53 |
|
27.24 |
| |
|
instrument |
freshest |
⇓ Δday |
10/20/08 |
⇓ Δwk |
1/21/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
31.656 |
8/12/24 |
0.46 |
21.960 |
|
21.656 |
0.304 |
1.41 |
|
-2.16 |
| |  |
 |
 |
 |
|
 |
DoorDash |
71.759 |
8/12/24 |
0.19 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Dow |
30.210 |
8/12/24 |
-0.84 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
DuPont |
45.315 |
8/12/24 |
-0.25 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
65.586 |
8/12/24 |
0.62 |
28.949 |
|
28.396 |
0.553 |
1.95 |
|
3.08 |
| |  |
 |
 |
 |
L |
 |
eBay |
32.287 |
8/12/24 |
-1.26 |
3.767 |
|
5.860 |
-2.094 |
-35.73 |
|
-36.99 |
| |  |
 |
 |
 |
|
 |
Edison International |
47.675 |
8/12/24 |
0.52 |
20.896 |
|
25.414 |
-4.518 |
-17.78 |
|
-17.98 |
| |  |
 |
 |
 |
|
 |
Electronic Arts |
84.411 |
8/12/24 |
-0.47 |
14.330 |
|
24.146 |
-9.816 |
-40.65 |
|
-41.34 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
511.624 |
8/12/24 |
-0.82 |
19.727 |
|
26.677 |
-6.950 |
-26.05 |
|
-21.52 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
59.627 |
8/12/24 |
-0.60 |
20.566 |
|
25.670 |
-5.104 |
-19.88 |
|
-20.53 |
| |  |
 |
 |
 |
|
 |
Encompass Health |
50.250 |
8/12/24 |
1.33 |
7.243 |
|
8.632 |
-1.389 |
-16.09 |
|
-21.59 |
| |  |
 |
 |
 |
|
 |
Energy Recovery |
9.603 |
8/12/24 |
-0.30 |
4.131 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Enphase Energy |
63.121 |
8/12/24 |
1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Exelon |
21.347 |
8/12/24 |
-0.54 |
31.581 |
|
37.395 |
-5.814 |
-15.55 |
|
-21.49 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
68.907 |
8/12/24 |
0.03 |
18.414 |
|
21.840 |
-3.426 |
-15.69 |
|
-13.88 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
68.843 |
8/12/24 |
0.13 |
43.383 |
|
42.161 |
1.221 |
2.90 |
|
-0.35 |
| |  |
 |
 |
 |
|
 |
Fastenal |
38.014 |
8/12/24 |
-1.02 |
5.745 |
|
4.814 |
0.930 |
19.32 |
|
1.62 |
| |  |
 |
 |
 |
S |
 |
FedEx |
161.492 |
8/12/24 |
0.63 |
37.117 |
|
43.041 |
-5.923 |
-13.76 |
|
-17.23 |
| |  |
 |
 |
 |
L |
 |
First Solar |
126.827 |
8/12/24 |
3.51 |
69.728 |
|
87.585 |
-17.857 |
-20.39 |
|
-38.90 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
24.413 |
8/12/24 |
0.55 |
31.685 |
|
35.110 |
-3.424 |
-9.75 |
|
-13.30 |
| |  |
 |
 |
 |
|
 |
Fiserv |
93.198 |
8/12/24 |
-0.30 |
5.447 |
|
6.150 |
-0.704 |
-11.44 |
|
-14.83 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
5.704 |
8/12/24 |
-2.38 |
1.348 |
|
3.043 |
-1.695 |
-55.70 |
|
-54.76 |
| |  |
 |
 |
 |
S |
 |
Fortinet |
40.704 |
8/12/24 |
0.96 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Fox A |
22.464 |
8/12/24 |
-1.27 |
5.594 |
|
9.501 |
-3.907 |
-41.12 |
|
-35.19 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
24.043 |
8/12/24 |
1.24 |
10.621 |
|
20.843 |
-10.221 |
-49.04 |
|
-55.18 |
| |
|
instrument |
freshest |
⇓ Δday |
10/20/08 |
⇓ Δwk |
1/21/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
FuelCell Energy |
0.255 |
8/12/24 |
-1.61 |
316.562 |
|
633.998 |
-317.436 |
-50.07 |
|
-44.69 |
| |  |
 |
 |
 |
|
 |
GE HealthCare |
47.652 |
8/12/24 |
-1.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
General Dynamics |
168.463 |
8/12/24 |
-0.61 |
34.884 |
|
40.320 |
-5.436 |
-13.48 |
|
-19.93 |
| |  |
 |
 |
 |
|
 |
General Electric |
96.536 |
8/12/24 |
-0.16 |
93.210 |
|
139.293 |
-46.083 |
-33.08 |
|
-27.79 |
| |  |
 |
 |
 |
L |
 |
General Motors |
24.870 |
8/12/24 |
-1.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
42.226 |
8/12/24 |
-0.91 |
13.448 |
|
11.352 |
2.095 |
18.46 |
|
8.91 |
| |  |
 |
 |
 |
|
 |
GlobalFoundries |
25.009 |
8/12/24 |
-1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
280.867 |
8/12/24 |
-0.97 |
70.289 |
|
97.510 |
-27.221 |
-27.92 |
|
-21.97 |
| |  |
 |
 |
 |
L |
 |
Hannon Armstrong SIC |
17.477 |
8/12/24 |
-1.63 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Halliburton |
18.154 |
8/12/24 |
1.23 |
12.033 |
|
16.338 |
-4.305 |
-26.35 |
|
-40.11 |
| |  |
 |
 |
 |
L |
 |
HP |
19.542 |
8/12/24 |
0.72 |
10.774 |
|
9.921 |
0.854 |
8.61 |
|
0.26 |
| |  |
 |
 |
 |
|
 |
Home Depot |
200.055 |
8/12/24 |
-0.81 |
12.021 |
|
14.420 |
-2.399 |
-16.63 |
|
-12.27 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
113.845 |
8/12/24 |
-0.73 |
17.193 |
|
27.588 |
-10.394 |
-37.68 |
|
-37.42 |
| |  |
 |
 |
 |
|
 |
IBM |
109.616 |
8/12/24 |
-1.03 |
53.518 |
|
51.759 |
1.759 |
3.40 |
|
-8.12 |
| |  |
 |
 |
 |
|
 |
IDEXX Labs |
277.645 |
8/12/24 |
-0.60 |
12.418 |
|
13.873 |
-1.455 |
-10.49 |
|
-14.63 |
| |  |
 |
 |
 |
S |
 |
Illumina |
72.048 |
8/12/24 |
0.79 |
18.622 |
|
16.706 |
1.916 |
11.47 |
|
3.40 |
| |  |
 |
 |
 |
S |
 |
Intel |
11.200 |
8/12/24 |
-1.78 |
9.279 |
|
9.516 |
-0.237 |
-2.49 |
|
-17.98 |
| |  |
 |
 |
 |
|
 |
Interface |
9.436 |
8/12/24 |
-0.79 |
4.507 |
|
7.466 |
-2.959 |
-39.64 |
|
-36.70 |
| |  |
 |
 |
 |
|
 |
Intuit |
362.964 |
8/12/24 |
-0.44 |
15.030 |
|
14.819 |
0.211 |
1.42 |
|
2.01 |
| |  |
 |
 |
 |
|
 |
Intuitive Surgical |
269.315 |
8/12/24 |
0.46 |
12.478 |
|
14.875 |
-2.397 |
-16.11 |
|
-23.35 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
94.164 |
8/12/24 |
-0.20 |
17.274 |
|
13.147 |
4.127 |
31.39 |
|
10.56 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
119.283 |
8/12/24 |
0.19 |
23.522 |
|
20.894 |
2.628 |
12.58 |
|
11.27 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
92.492 |
8/12/24 |
-0.46 |
37.279 |
|
33.376 |
3.903 |
11.69 |
|
10.38 |
| |  |
 |
 |
 |
|
 |
Kadant |
167.942 |
8/12/24 |
-1.48 |
8.226 |
|
13.034 |
-4.808 |
-36.89 |
|
-37.08 |
| |  |
 |
 |
 |
|
 |
Keurig Dr Pepper |
20.132 |
8/12/24 |
0.69 |
12.455 |
|
|
|
|
|
-17.00 |
| |
|
instrument |
freshest |
⇓ Δday |
10/20/08 |
⇓ Δwk |
1/21/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Kirby |
67.402 |
8/12/24 |
-0.14 |
20.641 |
|
20.377 |
0.264 |
1.29 |
|
-13.61 |
| |  |
 |
 |
 |
|
 |
KLA-Tencor |
438.246 |
8/12/24 |
1.44 |
12.392 |
|
21.763 |
-9.372 |
-43.06 |
|
-40.71 |
| |  |
 |
 |
 |
S |
 |
Kraft Heinz |
19.768 |
8/12/24 |
-3.12 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Lam Research |
469.109 |
8/12/24 |
0.37 |
11.125 |
|
20.127 |
-9.002 |
-44.73 |
|
-42.27 |
| |  |
 |
 |
 |
|
 |
Landstar System |
107.088 |
8/12/24 |
-1.04 |
21.758 |
|
20.587 |
1.171 |
5.69 |
|
-9.26 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
322.179 |
8/12/24 |
0.97 |
53.929 |
|
51.657 |
2.272 |
4.40 |
|
-0.49 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
133.677 |
8/12/24 |
-2.02 |
11.426 |
|
12.549 |
-1.123 |
-8.95 |
|
-3.48 |
| |  |
 |
 |
 |
L |
 |
LTC Properties |
20.769 |
8/12/24 |
-0.22 |
13.283 |
|
12.216 |
1.066 |
8.73 |
|
1.08 |
| |  |
 |
 |
 |
|
 |
Marriott |
124.195 |
8/12/24 |
-1.51 |
11.131 |
|
16.875 |
-5.744 |
-34.04 |
|
-30.14 |
| |  |
 |
 |
 |
|
 |
Marsh & McLennan |
125.740 |
8/12/24 |
-1.23 |
16.117 |
|
13.709 |
2.408 |
17.56 |
|
17.10 |
| |  |
 |
 |
 |
|
 |
Marvell Tech |
35.006 |
8/12/24 |
-0.08 |
3.523 |
|
5.896 |
-2.373 |
-40.24 |
|
-46.55 |
| |  |
 |
 |
 |
|
 |
Mastercard |
263.622 |
8/12/24 |
-0.24 |
8.686 |
|
9.315 |
-0.630 |
-6.76 |
|
-20.87 |
| |  |
 |
 |
 |
|
 |
Matson |
75.282 |
8/12/24 |
0.73 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
155.886 |
8/12/24 |
0.58 |
32.883 |
|
26.821 |
6.062 |
22.60 |
|
10.97 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
46.969 |
8/12/24 |
-1.04 |
24.026 |
|
23.737 |
0.289 |
1.22 |
|
-5.07 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
65.650 |
8/12/24 |
-0.93 |
17.934 |
|
26.258 |
-8.324 |
-31.70 |
|
-15.76 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
298.483 |
8/12/24 |
-0.35 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
MetLife |
40.409 |
8/12/24 |
-0.40 |
19.108 |
|
28.344 |
-9.236 |
-32.59 |
|
-34.49 |
| |  |
 |
 |
 |
L |
 |
Micron Technology |
54.750 |
8/12/24 |
1.68 |
2.574 |
|
3.216 |
-0.642 |
-19.96 |
|
-21.11 |
| |  |
 |
 |
 |
|
 |
Microsoft |
235.344 |
8/12/24 |
0.19 |
14.301 |
|
16.343 |
-2.042 |
-12.50 |
|
-3.83 |
| |  |
 |
 |
 |
|
 |
MillerKnoll |
15.701 |
8/12/24 |
-3.49 |
11.784 |
|
14.395 |
-2.610 |
-18.13 |
|
-12.01 |
| |  |
 |
 |
 |
L |
 |
Moderna |
47.027 |
8/12/24 |
-4.29 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Molina Healthcare |
195.346 |
8/12/24 |
-0.15 |
12.056 |
|
18.081 |
-6.025 |
-33.32 |
|
-21.95 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
40.079 |
8/12/24 |
-0.63 |
11.111 |
|
9.918 |
1.194 |
12.04 |
|
6.77 |
| |  |
 |
 |
 |
S |
 |
MongoDB |
134.429 |
8/12/24 |
-1.08 |
|
|
|
|
|
|
-na- |
| |
|
instrument |
freshest |
⇓ Δday |
10/20/08 |
⇓ Δwk |
1/21/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
S |
 |
Monster Beverage |
26.548 |
8/12/24 |
-0.37 |
1.212 |
|
1.704 |
-0.491 |
-28.83 |
|
-16.70 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
54.866 |
8/12/24 |
0.13 |
11.437 |
|
24.816 |
-13.379 |
-53.91 |
|
-45.77 |
| |  |
 |
 |
 |
|
 |
Netflix |
366.279 |
8/12/24 |
-0.13 |
1.967 |
|
1.624 |
0.343 |
21.12 |
|
-4.18 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
44.881 |
8/12/24 |
0.15 |
6.730 |
|
7.782 |
-1.052 |
-13.52 |
|
-16.31 |
| |  |
 |
 |
 |
|
 |
Nike |
43.180 |
8/12/24 |
0.40 |
8.642 |
|
7.324 |
1.318 |
17.99 |
|
8.29 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
137.211 |
8/12/24 |
-1.02 |
32.316 |
|
23.047 |
9.269 |
40.22 |
|
10.82 |
| |  |
 |
 |
 |
L |
 |
NVidia |
63.069 |
8/12/24 |
4.08 |
0.113 |
|
0.302 |
-0.189 |
-62.61 |
|
-50.90 |
| |  |
 |
 |
 |
|
 |
O'Reilly |
648.552 |
8/12/24 |
-0.30 |
13.757 |
|
13.546 |
0.211 |
1.56 |
|
-3.20 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
110.276 |
8/12/24 |
-1.35 |
2.318 |
|
1.655 |
0.663 |
40.05 |
|
10.27 |
| |  |
 |
 |
 |
|
 |
ON Semiconductor |
40.710 |
8/12/24 |
-1.30 |
3.176 |
|
3.651 |
-0.475 |
-13.01 |
|
-19.36 |
| |  |
 |
 |
 |
L |
 |
Oracle |
76.699 |
8/12/24 |
0.39 |
10.506 |
|
10.283 |
0.222 |
2.16 |
|
-0.82 |
| |  |
 |
 |
 |
L |
 |
Ormat Technologies |
41.485 |
8/12/24 |
-1.10 |
18.483 |
|
21.528 |
-3.045 |
-14.14 |
|
-21.96 |
| |  |
 |
 |
 |
|
 |
Paccar |
53.321 |
8/12/24 |
-0.74 |
17.338 |
|
22.505 |
-5.167 |
-22.96 |
|
-25.20 |
| |  |
 |
 |
 |
|
 |
Palo Alto Networks |
191.545 |
8/12/24 |
-0.11 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Paychex |
71.591 |
8/12/24 |
-0.57 |
16.198 |
|
16.425 |
-0.226 |
-1.38 |
|
-7.78 |
| |  |
 |
 |
 |
|
 |
PayPal |
36.712 |
8/12/24 |
-1.95 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
PepsiCo |
99.168 |
8/12/24 |
-0.56 |
32.836 |
|
35.508 |
-2.672 |
-7.53 |
|
-8.18 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
16.459 |
8/12/24 |
-0.35 |
10.031 |
|
11.368 |
-1.337 |
-11.76 |
|
-4.00 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
67.159 |
8/12/24 |
0.07 |
25.102 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Plug Power |
1.128 |
8/12/24 |
-1.02 |
0.625 |
|
1.391 |
-0.766 |
-55.08 |
|
-53.59 |
| |  |
 |
 |
 |
S |
 |
Potlatch |
23.638 |
8/12/24 |
-1.99 |
16.991 |
|
20.464 |
-3.474 |
-16.97 |
|
-24.83 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
96.502 |
8/12/24 |
-2.19 |
36.973 |
|
33.305 |
3.668 |
11.01 |
|
6.54 |
| |  |
 |
 |
 |
L |
 |
PSEG |
46.576 |
8/12/24 |
0.81 |
17.847 |
|
23.318 |
-5.471 |
-23.46 |
|
-18.65 |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
94.234 |
8/12/24 |
-0.97 |
23.308 |
|
18.884 |
4.424 |
23.43 |
|
5.78 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
67.454 |
8/12/24 |
0.39 |
19.016 |
|
21.638 |
-2.623 |
-12.12 |
|
-14.03 |
| |
|
instrument |
freshest |
⇓ Δday |
10/20/08 |
⇓ Δwk |
1/21/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Regeneron |
648.564 |
8/12/24 |
-0.90 |
11.223 |
|
12.666 |
-1.443 |
-11.39 |
|
13.44 |
| |  |
 |
 |
 |
|
 |
Roper Technologies |
300.867 |
8/12/24 |
-1.27 |
26.155 |
|
26.238 |
-0.083 |
-0.32 |
|
-14.16 |
| |  |
 |
 |
 |
|
 |
Ross Stores |
81.379 |
8/12/24 |
0.74 |
4.303 |
|
3.392 |
0.911 |
26.86 |
|
9.13 |
| |  |
 |
 |
 |
|
 |
Ryder System |
76.271 |
8/12/24 |
-1.29 |
26.351 |
|
23.573 |
2.778 |
11.78 |
|
-9.66 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
145.386 |
8/12/24 |
-0.48 |
4.602 |
|
6.683 |
-2.081 |
-31.14 |
|
-37.90 |
| |  |
 |
 |
 |
S |
 |
Shoals Technologies |
2.968 |
8/12/24 |
0.20 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Simon Property |
88.570 |
8/12/24 |
-3.51 |
38.540 |
|
42.744 |
-4.204 |
-9.83 |
|
-17.58 |
| |  |
 |
 |
 |
S |
 |
Sirius XM |
1.724 |
8/12/24 |
-5.10 |
0.223 |
|
1.355 |
-1.132 |
-83.52 |
|
-77.74 |
| |  |
 |
 |
 |
L |
 |
Southern |
50.446 |
8/12/24 |
0.46 |
20.693 |
|
18.920 |
1.773 |
9.37 |
|
11.03 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
14.683 |
8/12/24 |
0.20 |
7.463 |
|
6.126 |
1.337 |
21.82 |
|
9.93 |
| |  |
 |
 |
 |
L |
 |
Sprouts |
55.641 |
8/12/24 |
-0.10 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Starbucks |
44.563 |
8/12/24 |
2.58 |
3.219 |
|
4.773 |
-1.554 |
-32.56 |
|
-27.82 |
| |  |
 |
 |
 |
|
 |
Steelcase |
7.110 |
8/12/24 |
-1.76 |
4.680 |
|
6.735 |
-2.054 |
-30.51 |
|
-25.78 |
| |  |
 |
 |
 |
L |
 |
Sunnova Energy |
3.830 |
8/12/24 |
-4.47 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
SunPower |
0.116 |
8/12/24 |
-4.76 |
31.240 |
|
39.845 |
-8.605 |
-21.60 |
|
-26.28 |
| |  |
 |
 |
 |
L |
 |
Sunrun |
10.026 |
8/12/24 |
-3.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Synopsys |
301.312 |
8/12/24 |
-0.74 |
10.801 |
|
11.869 |
-1.068 |
-9.00 |
|
-9.58 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
112.781 |
8/12/24 |
0.39 |
17.309 |
|
16.946 |
0.363 |
2.14 |
|
-2.11 |
| |  |
 |
 |
 |
L |
 |
Take-Two Interactive |
85.209 |
8/12/24 |
1.71 |
7.607 |
|
7.133 |
0.474 |
6.65 |
|
-26.54 |
| |  |
 |
 |
 |
|
 |
Target |
78.111 |
8/12/24 |
-0.35 |
22.024 |
|
27.526 |
-5.502 |
-19.99 |
|
-16.40 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
114.250 |
8/12/24 |
-1.26 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
111.109 |
8/12/24 |
-0.08 |
10.402 |
|
14.819 |
-4.417 |
-29.81 |
|
-28.29 |
| |  |
 |
 |
 |
L |
 |
The Trade Desk |
56.139 |
8/12/24 |
-2.28 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
346.569 |
8/12/24 |
0.48 |
25.541 |
|
25.869 |
-0.328 |
-1.27 |
|
-11.09 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
121.331 |
8/12/24 |
-1.29 |
20.913 |
|
23.609 |
-2.696 |
-11.42 |
|
-13.33 |
| |
|
instrument |
freshest |
⇓ Δday |
10/20/08 |
⇓ Δwk |
1/21/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
23.991 |
8/12/24 |
-1.43 |
18.003 |
|
15.693 |
2.310 |
14.72 |
|
11.97 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
40.068 |
8/12/24 |
1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
136.963 |
8/12/24 |
-0.32 |
17.031 |
|
14.109 |
2.922 |
20.71 |
|
-1.02 |
| |  |
 |
 |
 |
|
 |
United Airlines |
23.383 |
8/12/24 |
-2.51 |
7.330 |
|
16.297 |
-8.967 |
-55.02 |
|
8.45 |
| |  |
 |
 |
 |
L |
 |
United Natural Foods |
7.127 |
8/12/24 |
-1.28 |
11.032 |
|
12.273 |
-1.240 |
-10.11 |
|
0.74 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
327.027 |
8/12/24 |
1.17 |
14.758 |
|
26.192 |
-11.434 |
-43.65 |
|
-18.88 |
| |  |
 |
 |
 |
S |
 |
UPS |
72.233 |
8/12/24 |
-0.76 |
30.181 |
|
34.537 |
-4.356 |
-12.61 |
|
-13.48 |
| |  |
 |
 |
 |
L |
 |
Verisk Analytics |
151.778 |
8/12/24 |
-0.67 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Verizon |
23.447 |
8/12/24 |
-0.54 |
16.771 |
|
19.258 |
-2.487 |
-12.91 |
|
-11.66 |
| |  |
 |
 |
 |
L |
 |
Vertex |
268.725 |
8/12/24 |
-0.84 |
15.070 |
|
11.439 |
3.631 |
31.74 |
|
19.13 |
| |  |
 |
 |
 |
|
 |
Visa |
150.349 |
8/12/24 |
0.05 |
7.522 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Walmart |
39.744 |
8/12/24 |
1.10 |
10.496 |
|
8.387 |
2.109 |
25.15 |
|
17.39 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
5.901 |
8/12/24 |
-4.49 |
14.243 |
|
17.422 |
-3.179 |
-18.25 |
|
-20.89 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
49.723 |
8/12/24 |
-0.30 |
15.359 |
|
14.379 |
0.980 |
6.82 |
|
-5.04 |
| |  |
 |
 |
 |
|
 |
Warner Bros. Disc |
3.882 |
8/12/24 |
-4.55 |
2.971 |
|
6.085 |
-3.114 |
-51.18 |
|
-46.07 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
30.117 |
8/12/24 |
-1.33 |
18.645 |
|
13.781 |
4.864 |
35.30 |
|
24.67 |
| |  |
 |
 |
 |
S |
 |
Workday |
121.817 |
8/12/24 |
-0.65 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
33.565 |
8/12/24 |
0.10 |
10.355 |
|
10.590 |
-0.235 |
-2.22 |
|
-2.63 |
| |  |
 |
 |
 |
S |
 |
Xerox |
5.617 |
8/12/24 |
-2.51 |
20.502 |
|
26.795 |
-6.293 |
-23.48 |
|
-29.26 |
| |  |
 |
 |
 |
|
 |
Zscaler |
99.822 |
8/12/24 |
-1.04 |
|
|
|
|
|
|
-na- |
| USA - 175 out of 219 instruments rated - 10/20/08 / 1/21/08 - 59 did rise, Market-Ratio(39) in GBP = 33.71 % |
| 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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