| | Sat, Dec 6th, 2025, 9:14UTC |
| | |
Assessment - United States in Pound sterling - 3/09/09 - RS = 39
⇐
| |
|
instrument |
freshest |
⇓ Δday |
3/09/09 |
⇓ Δwk |
6/09/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 500 |
3,792.684 |
8/12/24 |
|
480.104 |
|
690.978 |
-210.874 |
-30.52 |
|
-23.09 |
| |  |
 |
 |
 |
L |
 |
3M |
87.543 |
8/12/24 |
-0.65 |
29.855 |
|
38.472 |
-8.617 |
-22.40 |
|
-20.48 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
76.501 |
8/12/24 |
-0.84 |
16.553 |
|
13.898 |
2.655 |
19.10 |
|
7.45 |
| |  |
 |
 |
 |
|
 |
AbbVie |
134.963 |
8/12/24 |
0.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Adobe |
376.778 |
8/12/24 |
-1.00 |
11.908 |
|
21.550 |
-9.642 |
-44.74 |
|
-31.48 |
| |  |
 |
 |
 |
L |
 |
Adtalem |
50.712 |
8/12/24 |
-0.85 |
31.267 |
|
29.110 |
2.157 |
7.41 |
|
5.16 |
| |  |
 |
 |
 |
L |
 |
AES |
11.858 |
8/12/24 |
0.30 |
3.484 |
|
10.082 |
-6.598 |
-65.44 |
|
-47.64 |
| |  |
 |
 |
 |
|
 |
Airbnb |
80.631 |
8/12/24 |
-1.27 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
24.547 |
8/12/24 |
-0.26 |
2.473 |
|
2.386 |
0.087 |
3.66 |
|
-14.97 |
| |  |
 |
 |
 |
L |
 |
Alphabet A |
115.170 |
8/12/24 |
-0.84 |
5.177 |
|
7.099 |
-1.922 |
-27.07 |
|
-11.55 |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
116.348 |
8/12/24 |
-0.87 |
5.142 |
|
7.050 |
-1.909 |
-27.07 |
|
-11.55 |
| |  |
 |
 |
 |
L |
 |
Altria |
35.703 |
8/12/24 |
-0.24 |
11.255 |
|
10.737 |
0.518 |
4.83 |
|
2.68 |
| |  |
 |
 |
 |
|
 |
Altus Power |
2.086 |
8/12/24 |
-6.96 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Amazon.com |
118.371 |
8/12/24 |
-0.08 |
2.146 |
|
2.015 |
0.131 |
6.51 |
|
16.37 |
| |  |
 |
 |
 |
|
 |
AMD |
97.060 |
8/12/24 |
1.86 |
1.519 |
|
3.897 |
-2.378 |
-61.03 |
|
-30.87 |
| |  |
 |
 |
 |
L |
 |
AEP |
68.936 |
8/12/24 |
-0.40 |
17.230 |
|
21.722 |
-4.492 |
-20.68 |
|
-16.99 |
| |  |
 |
 |
 |
|
 |
AIG |
50.819 |
8/12/24 |
-0.62 |
4.968 |
|
339.867 |
-334.899 |
-98.54 |
|
-86.47 |
| |  |
 |
 |
 |
S |
 |
Align Technology |
151.561 |
8/12/24 |
-0.63 |
4.471 |
|
6.399 |
-1.928 |
-30.13 |
|
-18.31 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
6.820 |
8/12/24 |
-2.54 |
1.426 |
|
1.989 |
-0.563 |
-28.29 |
|
-52.67 |
| |  |
 |
 |
 |
|
 |
American Express |
168.224 |
8/12/24 |
-0.34 |
7.551 |
|
22.382 |
-14.831 |
-66.26 |
|
-53.87 |
| |  |
 |
 |
 |
L |
 |
American Water |
101.169 |
8/12/24 |
0.20 |
11.823 |
|
11.331 |
0.492 |
4.34 |
|
-na- |
| |  |
 |
 |
 |
L |
 |
Amgen |
227.090 |
8/12/24 |
-0.77 |
32.836 |
|
22.479 |
10.357 |
46.08 |
|
13.48 |
| |  |
 |
 |
 |
L |
 |
Analog Devices |
150.504 |
8/12/24 |
0.36 |
12.809 |
|
17.587 |
-4.778 |
-27.17 |
|
-10.60 |
| |  |
 |
 |
 |
|
 |
Ansys |
222.343 |
8/12/24 |
0.69 |
12.816 |
|
23.970 |
-11.154 |
-46.53 |
|
-34.60 |
| |  |
 |
 |
 |
L |
 |
Apple |
154.372 |
8/12/24 |
0.71 |
2.106 |
|
3.291 |
-1.185 |
-36.00 |
|
-17.48 |
| |
|
instrument |
freshest |
⇓ Δday |
3/09/09 |
⇓ Δwk |
6/09/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Applied Materials |
137.028 |
8/12/24 |
1.00 |
6.089 |
|
9.605 |
-3.517 |
-36.61 |
|
-25.02 |
| |  |
 |
 |
 |
L |
 |
Array Tech |
4.989 |
8/12/24 |
-0.99 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
AstraZeneca |
58.561 |
8/12/24 |
1.64 |
10.730 |
|
10.651 |
0.079 |
0.75 |
|
-8.48 |
| |  |
 |
 |
 |
L |
 |
AT&T |
13.789 |
8/12/24 |
-0.31 |
15.414 |
|
19.059 |
-3.645 |
-19.12 |
|
-11.96 |
| |  |
 |
 |
 |
S |
 |
Atlassian |
99.742 |
8/12/24 |
-0.62 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Autodesk |
170.013 |
8/12/24 |
-0.36 |
8.360 |
|
20.687 |
-12.328 |
-59.59 |
|
-43.99 |
| |  |
 |
 |
 |
|
 |
Automatic Data |
183.886 |
8/12/24 |
-1.17 |
23.561 |
|
21.819 |
1.742 |
7.98 |
|
3.47 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
58.980 |
8/12/24 |
-4.43 |
0.270 |
|
6.749 |
-6.479 |
-96.00 |
|
-75.60 |
| |  |
 |
 |
 |
|
 |
Baker Hughes |
24.944 |
8/12/24 |
0.23 |
19.281 |
|
45.444 |
-26.163 |
-57.57 |
|
-33.47 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
27.088 |
8/12/24 |
-0.29 |
2.661 |
|
15.025 |
-12.363 |
-82.29 |
|
-72.97 |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
44.900 |
8/12/24 |
-0.80 |
12.788 |
|
20.845 |
-8.057 |
-38.65 |
|
-31.71 |
| |  |
 |
 |
 |
S |
 |
Baxter |
26.208 |
8/12/24 |
-0.59 |
19.678 |
|
16.777 |
2.901 |
17.29 |
|
5.80 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
305.429 |
8/12/24 |
-0.30 |
32.787 |
|
43.049 |
-10.262 |
-23.84 |
|
-22.49 |
| |  |
 |
 |
 |
L |
 |
Biogen |
142.669 |
8/12/24 |
-0.48 |
31.104 |
|
31.094 |
0.010 |
0.03 |
|
3.55 |
| |  |
 |
 |
 |
L |
 |
Bloom Energy |
7.906 |
8/12/24 |
-3.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Boeing |
116.476 |
8/12/24 |
-2.25 |
21.999 |
|
37.523 |
-15.524 |
-41.37 |
|
-31.32 |
| |  |
 |
 |
 |
|
 |
Booking |
2,440.638 |
8/12/24 |
-0.11 |
55.609 |
|
64.213 |
-8.605 |
-13.40 |
|
12.73 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
33.396 |
8/12/24 |
0.73 |
13.491 |
|
10.468 |
3.023 |
28.87 |
|
12.72 |
| |  |
 |
 |
 |
|
 |
Broadcom |
105.469 |
8/12/24 |
0.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
70.043 |
8/12/24 |
0.20 |
27.002 |
|
31.110 |
-4.107 |
-13.20 |
|
-8.78 |
| |  |
 |
 |
 |
|
 |
Cadence |
189.223 |
8/12/24 |
-1.29 |
2.917 |
|
5.845 |
-2.929 |
-50.10 |
|
-15.13 |
| |  |
 |
 |
 |
L |
 |
California Water |
37.136 |
8/12/24 |
-0.42 |
13.455 |
|
9.179 |
4.276 |
46.58 |
|
24.81 |
| |  |
 |
 |
 |
|
 |
Capital One |
93.760 |
8/12/24 |
-1.56 |
6.195 |
|
22.550 |
-16.354 |
-72.53 |
|
-66.97 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
238.466 |
8/12/24 |
-0.66 |
16.975 |
|
41.004 |
-24.029 |
-58.60 |
|
-44.07 |
| |  |
 |
 |
 |
|
 |
CDW |
150.518 |
8/12/24 |
-0.76 |
|
|
|
|
|
|
-na- |
| |
|
instrument |
freshest |
⇓ Δday |
3/09/09 |
⇓ Δwk |
6/09/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Charter Comm |
248.919 |
8/12/24 |
-3.75 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Chevron |
102.914 |
8/12/24 |
0.02 |
41.359 |
|
51.350 |
-9.992 |
-19.46 |
|
-10.43 |
| |  |
 |
 |
 |
|
 |
Cintas |
539.077 |
8/12/24 |
0.53 |
14.867 |
|
14.132 |
0.736 |
5.21 |
|
2.46 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
31.835 |
8/12/24 |
-1.34 |
9.666 |
|
13.411 |
-3.745 |
-27.93 |
|
-17.25 |
| |  |
 |
 |
 |
|
 |
Citigroup |
41.047 |
8/12/24 |
|
7.451 |
|
99.453 |
-92.002 |
-92.51 |
|
-86.17 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
48.377 |
8/12/24 |
-0.74 |
13.750 |
|
14.172 |
-0.423 |
-2.98 |
|
-4.30 |
| |  |
 |
 |
 |
S |
 |
Cognizant |
51.904 |
8/12/24 |
-1.72 |
6.408 |
|
8.974 |
-2.565 |
-28.59 |
|
-6.75 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
71.874 |
8/12/24 |
-0.77 |
19.533 |
|
18.495 |
1.038 |
5.61 |
|
-1.02 |
| |  |
 |
 |
 |
S |
 |
Comcast |
27.343 |
8/12/24 |
-1.41 |
3.981 |
|
5.571 |
-1.590 |
-28.54 |
|
-22.32 |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
78.084 |
8/12/24 |
2.04 |
20.048 |
|
37.372 |
-17.324 |
-46.36 |
|
-30.61 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
72.342 |
8/12/24 |
0.91 |
23.206 |
|
20.560 |
2.645 |
12.87 |
|
1.53 |
| |  |
 |
 |
 |
|
 |
Constellation Energy |
132.940 |
8/12/24 |
-1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Copart |
35.667 |
8/12/24 |
-1.43 |
1.167 |
|
1.524 |
-0.357 |
-23.42 |
|
-7.27 |
| |  |
 |
 |
 |
S |
 |
CoStar |
51.117 |
8/12/24 |
-2.50 |
1.719 |
|
2.533 |
-0.813 |
-32.10 |
|
-24.09 |
| |  |
 |
 |
 |
L |
 |
Costco |
612.838 |
8/12/24 |
1.01 |
27.279 |
|
36.194 |
-8.915 |
-24.63 |
|
-19.51 |
| |  |
 |
 |
 |
|
 |
CrowdStrike |
169.849 |
8/12/24 |
-0.65 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
CSX |
23.774 |
8/12/24 |
-1.47 |
1.648 |
|
3.771 |
-2.123 |
-56.30 |
|
-44.22 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
39.606 |
8/12/24 |
-2.28 |
17.018 |
|
21.560 |
-4.543 |
-21.07 |
|
-11.85 |
| |  |
 |
 |
 |
|
 |
Datadog |
79.595 |
8/12/24 |
-0.11 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Deckers Outdoor |
651.678 |
8/12/24 |
3.15 |
9.341 |
|
21.523 |
-12.181 |
-56.60 |
|
-45.36 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
27.719 |
8/12/24 |
-0.61 |
2.970 |
|
3.090 |
-0.120 |
-3.89 |
|
-31.10 |
| |  |
 |
 |
 |
|
 |
Devon Energy |
32.169 |
8/12/24 |
0.91 |
27.563 |
|
60.509 |
-32.946 |
-54.45 |
|
-42.62 |
| |  |
 |
 |
 |
|
 |
DexCom |
50.577 |
8/12/24 |
2.16 |
0.614 |
|
0.926 |
-0.312 |
-33.71 |
|
-6.79 |
| |  |
 |
 |
 |
|
 |
Diamondback Energy |
142.847 |
8/12/24 |
0.76 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Dollar Tree |
66.637 |
8/12/24 |
-1.21 |
9.462 |
|
6.125 |
3.337 |
54.49 |
|
42.23 |
| |
|
instrument |
freshest |
⇓ Δday |
3/09/09 |
⇓ Δwk |
6/09/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
38.832 |
8/12/24 |
0.46 |
19.367 |
|
23.747 |
-4.380 |
-18.45 |
|
-14.96 |
| |  |
 |
 |
 |
|
 |
DoorDash |
88.026 |
8/12/24 |
0.19 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Dow |
37.058 |
8/12/24 |
-0.84 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
DuPont |
55.587 |
8/12/24 |
-0.25 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
80.454 |
8/12/24 |
0.62 |
25.143 |
|
27.553 |
-2.410 |
-8.75 |
|
-12.05 |
| |  |
 |
 |
 |
L |
 |
eBay |
39.606 |
8/12/24 |
-1.26 |
3.067 |
|
6.208 |
-3.141 |
-50.59 |
|
-35.09 |
| |  |
 |
 |
 |
|
 |
Edison International |
58.483 |
8/12/24 |
0.52 |
16.897 |
|
26.309 |
-9.413 |
-35.78 |
|
-27.05 |
| |  |
 |
 |
 |
|
 |
Electronic Arts |
103.546 |
8/12/24 |
-0.47 |
12.604 |
|
23.843 |
-11.240 |
-47.14 |
|
-26.96 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
627.606 |
8/12/24 |
-0.82 |
19.849 |
|
24.447 |
-4.598 |
-18.81 |
|
-17.10 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
73.144 |
8/12/24 |
-0.60 |
17.649 |
|
28.547 |
-10.898 |
-38.18 |
|
-25.77 |
| |  |
 |
 |
 |
|
 |
Encompass Health |
61.641 |
8/12/24 |
1.33 |
5.145 |
|
9.631 |
-4.486 |
-46.58 |
|
-35.96 |
| |  |
 |
 |
 |
|
 |
Energy Recovery |
11.780 |
8/12/24 |
-0.30 |
3.321 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Enphase Energy |
77.431 |
8/12/24 |
1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Exelon |
26.186 |
8/12/24 |
-0.54 |
31.111 |
|
44.952 |
-13.841 |
-30.79 |
|
-18.44 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
84.527 |
8/12/24 |
0.03 |
17.046 |
|
23.503 |
-6.458 |
-27.47 |
|
-17.27 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
84.449 |
8/12/24 |
0.13 |
45.823 |
|
45.195 |
0.627 |
1.39 |
|
0.40 |
| |  |
 |
 |
 |
|
 |
Fastenal |
46.632 |
8/12/24 |
-1.02 |
4.641 |
|
6.190 |
-1.549 |
-25.03 |
|
-21.94 |
| |  |
 |
 |
 |
S |
 |
FedEx |
198.101 |
8/12/24 |
0.63 |
24.327 |
|
45.226 |
-20.899 |
-46.21 |
|
-41.69 |
| |  |
 |
 |
 |
L |
 |
First Solar |
155.578 |
8/12/24 |
3.51 |
91.936 |
|
139.230 |
-47.294 |
-33.97 |
|
-13.54 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
29.948 |
8/12/24 |
0.55 |
26.293 |
|
39.528 |
-13.235 |
-33.48 |
|
-26.84 |
| |  |
 |
 |
 |
|
 |
Fiserv |
114.326 |
8/12/24 |
-0.30 |
5.259 |
|
6.262 |
-1.003 |
-16.02 |
|
-12.59 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
6.997 |
8/12/24 |
-2.38 |
1.235 |
|
3.227 |
-1.992 |
-61.74 |
|
-38.66 |
| |  |
 |
 |
 |
S |
 |
Fortinet |
49.931 |
8/12/24 |
0.96 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Fox A |
27.556 |
8/12/24 |
-1.27 |
3.541 |
|
8.773 |
-5.232 |
-59.64 |
|
-45.35 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
29.493 |
8/12/24 |
1.24 |
11.468 |
|
30.003 |
-18.535 |
-61.78 |
|
-16.39 |
| |
|
instrument |
freshest |
⇓ Δday |
3/09/09 |
⇓ Δwk |
6/09/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
FuelCell Energy |
0.313 |
8/12/24 |
-1.61 |
266.717 |
|
585.273 |
-318.556 |
-54.43 |
|
-39.93 |
| |  |
 |
 |
 |
|
 |
GE HealthCare |
58.454 |
8/12/24 |
-1.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
General Dynamics |
206.652 |
8/12/24 |
-0.61 |
25.768 |
|
43.704 |
-17.936 |
-41.04 |
|
-36.24 |
| |  |
 |
 |
 |
|
 |
General Electric |
118.420 |
8/12/24 |
-0.16 |
42.068 |
|
122.023 |
-79.955 |
-65.52 |
|
-57.12 |
| |  |
 |
 |
 |
L |
 |
General Motors |
30.508 |
8/12/24 |
-1.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
51.798 |
8/12/24 |
-0.91 |
15.510 |
|
13.776 |
1.733 |
12.58 |
|
10.76 |
| |  |
 |
 |
 |
|
 |
GlobalFoundries |
30.678 |
8/12/24 |
-1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
344.538 |
8/12/24 |
-0.97 |
52.479 |
|
84.109 |
-31.630 |
-37.61 |
|
-22.94 |
| |  |
 |
 |
 |
L |
 |
Hannon Armstrong SIC |
21.439 |
8/12/24 |
-1.63 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Halliburton |
22.269 |
8/12/24 |
1.23 |
11.156 |
|
25.675 |
-14.519 |
-56.55 |
|
-30.79 |
| |  |
 |
 |
 |
L |
 |
HP |
23.972 |
8/12/24 |
0.72 |
8.228 |
|
10.976 |
-2.748 |
-25.04 |
|
-22.15 |
| |  |
 |
 |
 |
|
 |
Home Depot |
245.406 |
8/12/24 |
-0.81 |
12.937 |
|
13.467 |
-0.530 |
-3.93 |
|
-6.68 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
139.653 |
8/12/24 |
-0.73 |
16.485 |
|
27.801 |
-11.316 |
-40.70 |
|
-29.81 |
| |  |
 |
 |
 |
|
 |
IBM |
134.466 |
8/12/24 |
-1.03 |
59.242 |
|
63.863 |
-4.621 |
-7.24 |
|
-1.12 |
| |  |
 |
 |
 |
|
 |
IDEXX Labs |
340.586 |
8/12/24 |
-0.60 |
10.145 |
|
12.746 |
-2.602 |
-20.41 |
|
-16.84 |
| |  |
 |
 |
 |
S |
 |
Illumina |
88.381 |
8/12/24 |
0.79 |
22.972 |
|
20.023 |
2.949 |
14.73 |
|
19.67 |
| |  |
 |
 |
 |
S |
 |
Intel |
13.739 |
8/12/24 |
-1.78 |
8.906 |
|
11.549 |
-2.643 |
-22.88 |
|
-13.53 |
| |  |
 |
 |
 |
|
 |
Interface |
11.575 |
8/12/24 |
-0.79 |
1.114 |
|
6.865 |
-5.751 |
-83.77 |
|
-74.81 |
| |  |
 |
 |
 |
|
 |
Intuit |
445.246 |
8/12/24 |
-0.44 |
16.329 |
|
14.735 |
1.594 |
10.82 |
|
9.52 |
| |  |
 |
 |
 |
|
 |
Intuitive Surgical |
330.367 |
8/12/24 |
0.46 |
7.636 |
|
15.512 |
-7.876 |
-50.77 |
|
-38.23 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
115.511 |
8/12/24 |
-0.20 |
13.193 |
|
17.343 |
-4.151 |
-23.93 |
|
-21.23 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
146.324 |
8/12/24 |
0.19 |
11.284 |
|
19.033 |
-7.750 |
-40.72 |
|
-43.08 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
113.460 |
8/12/24 |
-0.46 |
33.070 |
|
33.302 |
-0.232 |
-0.70 |
|
-8.13 |
| |  |
 |
 |
 |
|
 |
Kadant |
206.013 |
8/12/24 |
-1.48 |
6.025 |
|
13.137 |
-7.112 |
-54.14 |
|
-41.01 |
| |  |
 |
 |
 |
|
 |
Keurig Dr Pepper |
24.696 |
8/12/24 |
0.69 |
8.445 |
|
12.670 |
-4.225 |
-33.35 |
|
6.80 |
| |
|
instrument |
freshest |
⇓ Δday |
3/09/09 |
⇓ Δwk |
6/09/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Kirby |
82.682 |
8/12/24 |
-0.14 |
14.456 |
|
27.106 |
-12.650 |
-46.67 |
|
-31.96 |
| |  |
 |
 |
 |
|
 |
KLA-Tencor |
537.594 |
8/12/24 |
1.44 |
11.028 |
|
21.403 |
-10.375 |
-48.47 |
|
-32.95 |
| |  |
 |
 |
 |
S |
 |
Kraft Heinz |
24.249 |
8/12/24 |
-3.12 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Lam Research |
575.454 |
8/12/24 |
0.37 |
16.570 |
|
18.779 |
-2.209 |
-11.76 |
|
2.06 |
| |  |
 |
 |
 |
|
 |
Landstar System |
131.365 |
8/12/24 |
-1.04 |
19.487 |
|
28.385 |
-8.898 |
-31.35 |
|
-20.79 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
395.215 |
8/12/24 |
0.97 |
41.330 |
|
52.086 |
-10.756 |
-20.65 |
|
-22.50 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
163.980 |
8/12/24 |
-2.02 |
9.708 |
|
11.787 |
-2.079 |
-17.64 |
|
-20.29 |
| |  |
 |
 |
 |
L |
 |
LTC Properties |
25.477 |
8/12/24 |
-0.22 |
11.830 |
|
13.584 |
-1.754 |
-12.91 |
|
-12.19 |
| |  |
 |
 |
 |
|
 |
Marriott |
152.349 |
8/12/24 |
-1.51 |
9.197 |
|
14.994 |
-5.797 |
-38.66 |
|
-30.46 |
| |  |
 |
 |
 |
|
 |
Marsh & McLennan |
154.244 |
8/12/24 |
-1.23 |
12.802 |
|
13.213 |
-0.411 |
-3.11 |
|
-12.37 |
| |  |
 |
 |
 |
|
 |
Marvell Tech |
42.941 |
8/12/24 |
-0.08 |
6.373 |
|
8.565 |
-2.192 |
-25.60 |
|
14.69 |
| |  |
 |
 |
 |
|
 |
Mastercard |
323.384 |
8/12/24 |
-0.24 |
10.108 |
|
14.786 |
-4.678 |
-31.64 |
|
-7.57 |
| |  |
 |
 |
 |
|
 |
Matson |
92.348 |
8/12/24 |
0.73 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
191.224 |
8/12/24 |
0.58 |
37.129 |
|
30.095 |
7.034 |
23.37 |
|
12.25 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
57.617 |
8/12/24 |
-1.04 |
17.301 |
|
25.538 |
-8.237 |
-32.25 |
|
-29.28 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
80.532 |
8/12/24 |
-0.93 |
14.896 |
|
18.769 |
-3.874 |
-20.64 |
|
-20.46 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
366.148 |
8/12/24 |
-0.35 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
MetLife |
49.570 |
8/12/24 |
-0.40 |
8.857 |
|
28.948 |
-20.092 |
-69.41 |
|
-61.93 |
| |  |
 |
 |
 |
L |
 |
Micron Technology |
67.162 |
8/12/24 |
1.68 |
1.831 |
|
4.069 |
-2.239 |
-55.01 |
|
-26.08 |
| |  |
 |
 |
 |
|
 |
Microsoft |
288.696 |
8/12/24 |
0.19 |
10.751 |
|
14.060 |
-3.309 |
-23.54 |
|
-21.51 |
| |  |
 |
 |
 |
|
 |
MillerKnoll |
19.260 |
8/12/24 |
-3.49 |
5.777 |
|
12.142 |
-6.366 |
-52.43 |
|
-47.53 |
| |  |
 |
 |
 |
L |
 |
Moderna |
57.688 |
8/12/24 |
-4.29 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Molina Healthcare |
239.630 |
8/12/24 |
-0.15 |
14.456 |
|
13.944 |
0.512 |
3.67 |
|
5.38 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
49.165 |
8/12/24 |
-0.63 |
9.779 |
|
10.336 |
-0.556 |
-5.38 |
|
-9.99 |
| |  |
 |
 |
 |
S |
 |
MongoDB |
164.903 |
8/12/24 |
-1.08 |
|
|
|
|
|
|
-na- |
| |
|
instrument |
freshest |
⇓ Δday |
3/09/09 |
⇓ Δwk |
6/09/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
S |
 |
Monster Beverage |
32.566 |
8/12/24 |
-0.37 |
2.118 |
|
1.477 |
0.642 |
43.46 |
|
52.02 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
67.304 |
8/12/24 |
0.13 |
11.695 |
|
19.987 |
-8.292 |
-41.49 |
|
-20.10 |
| |  |
 |
 |
 |
|
 |
Netflix |
449.312 |
8/12/24 |
-0.13 |
3.903 |
|
2.257 |
1.647 |
72.97 |
|
63.71 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
55.055 |
8/12/24 |
0.15 |
7.412 |
|
8.144 |
-0.732 |
-8.98 |
|
-6.25 |
| |  |
 |
 |
 |
|
 |
Nike |
52.969 |
8/12/24 |
0.40 |
6.843 |
|
8.700 |
-1.857 |
-21.34 |
|
-15.31 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
168.316 |
8/12/24 |
-1.02 |
19.125 |
|
33.099 |
-13.973 |
-42.22 |
|
-37.81 |
| |  |
 |
 |
 |
L |
 |
NVidia |
77.367 |
8/12/24 |
4.08 |
0.147 |
|
0.301 |
-0.153 |
-51.00 |
|
-7.83 |
| |  |
 |
 |
 |
|
 |
O'Reilly |
795.575 |
8/12/24 |
-0.30 |
22.553 |
|
12.665 |
9.888 |
78.07 |
|
48.90 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
135.275 |
8/12/24 |
-1.35 |
2.002 |
|
2.212 |
-0.211 |
-9.52 |
|
-15.67 |
| |  |
 |
 |
 |
|
 |
ON Semiconductor |
49.939 |
8/12/24 |
-1.30 |
2.392 |
|
4.876 |
-2.485 |
-50.96 |
|
-25.87 |
| |  |
 |
 |
 |
L |
 |
Oracle |
94.086 |
8/12/24 |
0.39 |
9.829 |
|
11.442 |
-1.613 |
-14.10 |
|
-10.39 |
| |  |
 |
 |
 |
L |
 |
Ormat Technologies |
50.890 |
8/12/24 |
-1.10 |
16.365 |
|
27.071 |
-10.706 |
-39.55 |
|
-24.37 |
| |  |
 |
 |
 |
|
 |
Paccar |
65.409 |
8/12/24 |
-0.74 |
14.825 |
|
25.173 |
-10.348 |
-41.11 |
|
-27.75 |
| |  |
 |
 |
 |
|
 |
Palo Alto Networks |
234.967 |
8/12/24 |
-0.11 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Paychex |
87.820 |
8/12/24 |
-0.57 |
14.498 |
|
16.917 |
-2.419 |
-14.30 |
|
-15.57 |
| |  |
 |
 |
 |
|
 |
PayPal |
45.035 |
8/12/24 |
-1.95 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
PepsiCo |
121.649 |
8/12/24 |
-0.56 |
32.509 |
|
33.170 |
-0.660 |
-1.99 |
|
-7.73 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
20.190 |
8/12/24 |
-0.35 |
8.963 |
|
9.144 |
-0.181 |
-1.98 |
|
-11.65 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
82.384 |
8/12/24 |
0.07 |
24.178 |
|
25.112 |
-0.934 |
-3.72 |
|
-na- |
| |  |
 |
 |
 |
L |
 |
Plug Power |
1.384 |
8/12/24 |
-1.02 |
0.483 |
|
1.269 |
-0.786 |
-61.96 |
|
-45.78 |
| |  |
 |
 |
 |
S |
 |
Potlatch |
28.997 |
8/12/24 |
-1.99 |
15.321 |
|
25.234 |
-9.912 |
-39.28 |
|
-25.41 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
118.378 |
8/12/24 |
-2.19 |
31.353 |
|
33.525 |
-2.172 |
-6.48 |
|
-13.14 |
| |  |
 |
 |
 |
L |
 |
PSEG |
57.134 |
8/12/24 |
0.81 |
17.124 |
|
23.108 |
-5.984 |
-25.89 |
|
-16.26 |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
115.596 |
8/12/24 |
-0.97 |
23.419 |
|
23.904 |
-0.486 |
-2.03 |
|
0.39 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
82.746 |
8/12/24 |
0.39 |
16.775 |
|
21.571 |
-4.796 |
-22.23 |
|
-20.42 |
| |
|
instrument |
freshest |
⇓ Δday |
3/09/09 |
⇓ Δwk |
6/09/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Regeneron |
795.589 |
8/12/24 |
-0.90 |
8.800 |
|
7.459 |
1.341 |
17.97 |
|
-13.59 |
| |  |
 |
 |
 |
|
 |
Roper Technologies |
369.071 |
8/12/24 |
-1.27 |
26.229 |
|
33.429 |
-7.200 |
-21.54 |
|
-11.28 |
| |  |
 |
 |
 |
|
 |
Ross Stores |
99.827 |
8/12/24 |
0.74 |
5.200 |
|
4.629 |
0.571 |
12.34 |
|
12.72 |
| |  |
 |
 |
 |
|
 |
Ryder System |
93.561 |
8/12/24 |
-1.29 |
13.675 |
|
35.697 |
-22.022 |
-61.69 |
|
-51.59 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
178.344 |
8/12/24 |
-0.48 |
5.480 |
|
8.842 |
-3.361 |
-38.02 |
|
-12.56 |
| |  |
 |
 |
 |
S |
 |
Shoals Technologies |
3.641 |
8/12/24 |
0.20 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Simon Property |
108.648 |
8/12/24 |
-3.51 |
20.367 |
|
48.671 |
-28.304 |
-58.15 |
|
-48.43 |
| |  |
 |
 |
 |
S |
 |
Sirius XM |
2.115 |
8/12/24 |
-5.10 |
0.106 |
|
1.304 |
-1.198 |
-91.89 |
|
-52.93 |
| |  |
 |
 |
 |
L |
 |
Southern |
61.882 |
8/12/24 |
0.46 |
19.033 |
|
17.886 |
1.147 |
6.41 |
|
-5.47 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
18.011 |
8/12/24 |
0.20 |
3.669 |
|
7.200 |
-3.531 |
-49.04 |
|
-42.32 |
| |  |
 |
 |
 |
L |
 |
Sprouts |
68.255 |
8/12/24 |
-0.10 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Starbucks |
54.665 |
8/12/24 |
2.58 |
2.934 |
|
4.445 |
-1.511 |
-33.98 |
|
-20.23 |
| |  |
 |
 |
 |
|
 |
Steelcase |
8.722 |
8/12/24 |
-1.76 |
3.328 |
|
6.084 |
-2.756 |
-45.29 |
|
-28.44 |
| |  |
 |
 |
 |
L |
 |
Sunnova Energy |
4.698 |
8/12/24 |
-4.47 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
SunPower |
0.142 |
8/12/24 |
-4.76 |
15.733 |
|
38.909 |
-23.176 |
-59.56 |
|
-47.89 |
| |  |
 |
 |
 |
L |
 |
Sunrun |
12.298 |
8/12/24 |
-3.13 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Synopsys |
369.618 |
8/12/24 |
-0.74 |
12.327 |
|
12.751 |
-0.425 |
-3.33 |
|
4.33 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
138.348 |
8/12/24 |
0.39 |
20.665 |
|
20.479 |
0.186 |
0.91 |
|
14.23 |
| |  |
 |
 |
 |
L |
 |
Take-Two Interactive |
104.525 |
8/12/24 |
1.71 |
4.265 |
|
13.822 |
-9.557 |
-69.14 |
|
-49.96 |
| |  |
 |
 |
 |
|
 |
Target |
95.818 |
8/12/24 |
-0.35 |
18.004 |
|
26.614 |
-8.610 |
-32.35 |
|
-25.64 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
140.150 |
8/12/24 |
-1.26 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
136.297 |
8/12/24 |
-0.08 |
10.425 |
|
15.897 |
-5.472 |
-34.42 |
|
-15.25 |
| |  |
 |
 |
 |
L |
 |
The Trade Desk |
68.865 |
8/12/24 |
-2.28 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
425.134 |
8/12/24 |
0.48 |
23.312 |
|
29.222 |
-5.910 |
-20.22 |
|
-12.92 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
148.836 |
8/12/24 |
-1.29 |
23.788 |
|
24.249 |
-0.462 |
-1.90 |
|
-3.02 |
| |
|
instrument |
freshest |
⇓ Δday |
3/09/09 |
⇓ Δwk |
6/09/08 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
29.429 |
8/12/24 |
-1.43 |
7.231 |
|
15.705 |
-8.473 |
-53.95 |
|
-51.36 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
49.151 |
8/12/24 |
1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
168.011 |
8/12/24 |
-0.32 |
11.929 |
|
20.226 |
-8.296 |
-41.02 |
|
-31.30 |
| |  |
 |
 |
 |
|
 |
United Airlines |
28.684 |
8/12/24 |
-2.51 |
2.725 |
|
4.201 |
-1.476 |
-35.14 |
|
-49.07 |
| |  |
 |
 |
 |
L |
 |
United Natural Foods |
8.743 |
8/12/24 |
-1.28 |
11.724 |
|
10.788 |
0.936 |
8.68 |
|
10.09 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
401.162 |
8/12/24 |
1.17 |
12.625 |
|
16.709 |
-4.084 |
-24.44 |
|
-18.19 |
| |  |
 |
 |
 |
S |
 |
UPS |
88.608 |
8/12/24 |
-0.76 |
27.180 |
|
35.250 |
-8.070 |
-22.89 |
|
-19.39 |
| |  |
 |
 |
 |
L |
 |
Verisk Analytics |
186.186 |
8/12/24 |
-0.67 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Verizon |
28.762 |
8/12/24 |
-0.54 |
18.579 |
|
19.251 |
-0.673 |
-3.49 |
|
-2.01 |
| |  |
 |
 |
 |
L |
 |
Vertex |
329.643 |
8/12/24 |
-0.84 |
19.132 |
|
16.775 |
2.357 |
14.05 |
|
26.17 |
| |  |
 |
 |
 |
|
 |
Visa |
184.433 |
8/12/24 |
0.05 |
8.835 |
|
10.420 |
-1.585 |
-15.21 |
|
-na- |
| |  |
 |
 |
 |
L |
 |
Walmart |
48.753 |
8/12/24 |
1.10 |
11.239 |
|
10.076 |
1.163 |
11.54 |
|
8.08 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
7.239 |
8/12/24 |
-4.49 |
15.258 |
|
18.074 |
-2.817 |
-15.58 |
|
-11.73 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
60.995 |
8/12/24 |
-0.30 |
11.064 |
|
16.836 |
-5.772 |
-34.29 |
|
-28.00 |
| |  |
 |
 |
 |
|
 |
Warner Bros. Disc |
4.762 |
8/12/24 |
-4.55 |
6.004 |
|
6.426 |
-0.423 |
-6.58 |
|
20.90 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
36.945 |
8/12/24 |
-1.33 |
7.075 |
|
12.822 |
-5.747 |
-44.82 |
|
-51.20 |
| |  |
 |
 |
 |
S |
 |
Workday |
149.432 |
8/12/24 |
-0.65 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
41.174 |
8/12/24 |
0.10 |
11.489 |
|
10.651 |
0.839 |
7.87 |
|
4.06 |
| |  |
 |
 |
 |
S |
 |
Xerox |
6.891 |
8/12/24 |
-2.51 |
11.837 |
|
27.360 |
-15.523 |
-56.74 |
|
-48.95 |
| |  |
 |
 |
 |
|
 |
Zscaler |
122.451 |
8/12/24 |
-1.04 |
|
|
|
|
|
|
-na- |
| USA - 179 out of 219 instruments rated - 3/09/09 / 6/09/08 - 34 did rise, Market-Ratio(39) in GBP = 18.99 % |
| 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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