| | Sat, Dec 6th, 2025, 9:10UTC |
| | |
Assessment - United States in Pound sterling - 10/11/21 - RS = 39
⇐
| |
|
instrument |
freshest |
⇓ Δday |
10/11/21 |
⇓ Δwk |
1/11/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 500 |
3,925.290 |
8/12/24 |
|
3,203.160 |
|
2,808.737 |
394.423 |
14.04 |
|
9.73 |
| |  |
 |
 |
 |
L |
 |
3M |
90.604 |
8/12/24 |
-0.65 |
129.472 |
|
122.119 |
7.354 |
6.02 |
|
-4.20 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
79.176 |
8/12/24 |
-0.84 |
85.845 |
|
81.935 |
3.910 |
4.77 |
|
0.84 |
| |  |
 |
 |
 |
|
 |
AbbVie |
139.681 |
8/12/24 |
0.13 |
81.041 |
|
80.589 |
0.452 |
0.56 |
|
3.38 |
| |  |
 |
 |
 |
|
 |
Adobe |
389.952 |
8/12/24 |
-1.00 |
420.902 |
|
350.566 |
70.336 |
20.06 |
|
11.62 |
| |  |
 |
 |
 |
L |
 |
Adtalem |
52.485 |
8/12/24 |
-0.85 |
27.535 |
|
26.494 |
1.042 |
3.93 |
|
7.08 |
| |  |
 |
 |
 |
L |
 |
AES |
12.273 |
8/12/24 |
0.30 |
17.627 |
|
18.820 |
-1.193 |
-6.34 |
|
-0.85 |
| |  |
 |
 |
 |
|
 |
Airbnb |
83.450 |
8/12/24 |
-1.27 |
122.414 |
|
109.500 |
12.914 |
11.79 |
|
-na- |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
25.405 |
8/12/24 |
-0.26 |
42.937 |
|
37.072 |
5.865 |
15.82 |
|
3.82 |
| |  |
 |
 |
 |
L |
 |
Alphabet A |
119.197 |
8/12/24 |
-0.84 |
102.028 |
|
64.914 |
37.114 |
57.17 |
|
31.32 |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
120.416 |
8/12/24 |
-0.87 |
101.980 |
|
65.299 |
36.680 |
56.17 |
|
30.03 |
| |  |
 |
 |
 |
L |
 |
Altria |
36.951 |
8/12/24 |
-0.24 |
34.307 |
|
30.567 |
3.740 |
12.24 |
|
3.37 |
| |  |
 |
 |
 |
|
 |
Altus Power |
2.159 |
8/12/24 |
-6.96 |
7.330 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Amazon.com |
122.509 |
8/12/24 |
-0.08 |
119.215 |
|
115.104 |
4.112 |
3.57 |
|
-0.06 |
| |  |
 |
 |
 |
|
 |
AMD |
100.453 |
8/12/24 |
1.86 |
76.884 |
|
71.889 |
4.995 |
6.95 |
|
19.57 |
| |  |
 |
 |
 |
L |
 |
AEP |
71.346 |
8/12/24 |
-0.40 |
60.601 |
|
58.232 |
2.369 |
4.07 |
|
-2.29 |
| |  |
 |
 |
 |
|
 |
AIG |
52.595 |
8/12/24 |
-0.62 |
42.518 |
|
29.776 |
12.743 |
42.80 |
|
31.41 |
| |  |
 |
 |
 |
S |
 |
Align Technology |
156.861 |
8/12/24 |
-0.63 |
464.074 |
|
411.774 |
52.301 |
12.70 |
|
13.56 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
7.058 |
8/12/24 |
-2.54 |
14.785 |
|
11.088 |
3.697 |
33.34 |
|
9.97 |
| |  |
 |
 |
 |
|
 |
American Express |
174.106 |
8/12/24 |
-0.34 |
127.401 |
|
89.490 |
37.911 |
42.36 |
|
25.17 |
| |  |
 |
 |
 |
L |
 |
American Water |
104.706 |
8/12/24 |
0.20 |
124.022 |
|
115.791 |
8.231 |
7.11 |
|
7.37 |
| |  |
 |
 |
 |
L |
 |
Amgen |
235.030 |
8/12/24 |
-0.77 |
151.815 |
|
175.616 |
-23.801 |
-13.55 |
|
-11.59 |
| |  |
 |
 |
 |
L |
 |
Analog Devices |
155.766 |
8/12/24 |
0.36 |
123.317 |
|
117.018 |
6.299 |
5.38 |
|
10.05 |
| |  |
 |
 |
 |
|
 |
Ansys |
230.117 |
8/12/24 |
0.69 |
252.738 |
|
275.972 |
-23.234 |
-8.42 |
|
-0.58 |
| |  |
 |
 |
 |
L |
 |
Apple |
159.769 |
8/12/24 |
0.71 |
104.890 |
|
95.344 |
9.545 |
10.01 |
|
9.83 |
| |
|
instrument |
freshest |
⇓ Δday |
10/11/21 |
⇓ Δwk |
1/11/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Applied Materials |
141.819 |
8/12/24 |
1.00 |
93.645 |
|
72.414 |
21.231 |
29.32 |
|
18.50 |
| |  |
 |
 |
 |
L |
 |
Array Tech |
5.163 |
8/12/24 |
-0.99 |
14.080 |
|
37.700 |
-23.620 |
-62.65 |
|
-na- |
| |  |
 |
 |
 |
L |
 |
AstraZeneca |
60.608 |
8/12/24 |
1.64 |
44.656 |
|
37.375 |
7.281 |
19.48 |
|
13.42 |
| |  |
 |
 |
 |
L |
 |
AT&T |
14.271 |
8/12/24 |
-0.31 |
19.118 |
|
21.341 |
-2.223 |
-10.42 |
|
-9.32 |
| |  |
 |
 |
 |
S |
 |
Atlassian |
103.230 |
8/12/24 |
-0.62 |
286.076 |
|
170.515 |
115.561 |
67.77 |
|
59.23 |
| |  |
 |
 |
 |
|
 |
Autodesk |
175.957 |
8/12/24 |
-0.36 |
203.110 |
|
234.931 |
-31.820 |
-13.54 |
|
-2.48 |
| |  |
 |
 |
 |
|
 |
Automatic Data |
190.316 |
8/12/24 |
-1.17 |
149.648 |
|
124.565 |
25.083 |
20.14 |
|
11.26 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
61.042 |
8/12/24 |
-4.43 |
104.610 |
|
28.815 |
75.796 |
263.05 |
|
152.71 |
| |  |
 |
 |
 |
|
 |
Baker Hughes |
25.817 |
8/12/24 |
0.23 |
18.692 |
|
16.743 |
1.949 |
11.64 |
|
20.60 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
28.035 |
8/12/24 |
-0.29 |
32.155 |
|
24.446 |
7.709 |
31.54 |
|
25.71 |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
46.470 |
8/12/24 |
-0.80 |
40.778 |
|
33.679 |
7.099 |
21.08 |
|
21.66 |
| |  |
 |
 |
 |
S |
 |
Baxter |
27.124 |
8/12/24 |
-0.59 |
57.964 |
|
60.963 |
-2.999 |
-4.92 |
|
-1.11 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
316.108 |
8/12/24 |
-0.30 |
206.334 |
|
172.555 |
33.779 |
19.58 |
|
10.96 |
| |  |
 |
 |
 |
L |
 |
Biogen |
147.658 |
8/12/24 |
-0.48 |
209.757 |
|
197.755 |
12.002 |
6.07 |
|
1.47 |
| |  |
 |
 |
 |
L |
 |
Bloom Energy |
8.182 |
8/12/24 |
-3.05 |
14.579 |
|
25.562 |
-10.983 |
-42.97 |
|
-14.81 |
| |  |
 |
 |
 |
|
 |
Boeing |
120.548 |
8/12/24 |
-2.25 |
166.321 |
|
152.863 |
13.458 |
8.80 |
|
4.36 |
| |  |
 |
 |
 |
|
 |
Booking |
2,525.972 |
8/12/24 |
-0.11 |
1,812.237 |
|
1,642.001 |
170.236 |
10.37 |
|
13.84 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
34.564 |
8/12/24 |
0.73 |
42.173 |
|
48.027 |
-5.854 |
-12.19 |
|
-9.19 |
| |  |
 |
 |
 |
|
 |
Broadcom |
109.157 |
8/12/24 |
0.24 |
361.609 |
|
329.513 |
32.095 |
9.74 |
|
10.13 |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
72.492 |
8/12/24 |
0.20 |
67.028 |
|
71.357 |
-4.329 |
-6.07 |
|
-2.13 |
| |  |
 |
 |
 |
|
 |
Cadence |
195.839 |
8/12/24 |
-1.29 |
109.818 |
|
99.565 |
10.253 |
10.30 |
|
12.79 |
| |  |
 |
 |
 |
L |
 |
California Water |
38.435 |
8/12/24 |
-0.42 |
44.355 |
|
40.923 |
3.432 |
8.39 |
|
8.72 |
| |  |
 |
 |
 |
|
 |
Capital One |
97.038 |
8/12/24 |
-1.56 |
122.054 |
|
80.804 |
41.250 |
51.05 |
|
36.01 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
246.804 |
8/12/24 |
-0.66 |
141.672 |
|
143.305 |
-1.633 |
-1.14 |
|
-4.17 |
| |  |
 |
 |
 |
|
 |
CDW |
155.781 |
8/12/24 |
-0.76 |
128.216 |
|
98.796 |
29.420 |
29.78 |
|
11.00 |
| |
|
instrument |
freshest |
⇓ Δday |
10/11/21 |
⇓ Δwk |
1/11/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Charter Comm |
257.622 |
8/12/24 |
-3.75 |
510.625 |
|
473.934 |
36.691 |
7.74 |
|
4.36 |
| |  |
 |
 |
 |
|
 |
Chevron |
106.513 |
8/12/24 |
0.02 |
78.684 |
|
67.712 |
10.971 |
16.20 |
|
12.86 |
| |  |
 |
 |
 |
|
 |
Cintas |
557.925 |
8/12/24 |
0.53 |
295.528 |
|
250.964 |
44.564 |
17.76 |
|
13.13 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
32.948 |
8/12/24 |
-1.34 |
40.344 |
|
33.531 |
6.814 |
20.32 |
|
13.01 |
| |  |
 |
 |
 |
|
 |
Citigroup |
42.482 |
8/12/24 |
|
52.647 |
|
49.114 |
3.533 |
7.19 |
|
11.92 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
50.069 |
8/12/24 |
-0.74 |
39.830 |
|
37.109 |
2.722 |
7.33 |
|
2.79 |
| |  |
 |
 |
 |
S |
 |
Cognizant |
53.719 |
8/12/24 |
-1.72 |
55.372 |
|
59.241 |
-3.869 |
-6.53 |
|
0.80 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
74.387 |
8/12/24 |
-0.77 |
55.673 |
|
60.719 |
-5.047 |
-8.31 |
|
-5.22 |
| |  |
 |
 |
 |
S |
 |
Comcast |
28.299 |
8/12/24 |
-1.41 |
38.354 |
|
38.084 |
0.270 |
0.71 |
|
-2.04 |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
80.814 |
8/12/24 |
2.04 |
54.329 |
|
33.531 |
20.798 |
62.03 |
|
52.96 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
74.872 |
8/12/24 |
0.91 |
54.292 |
|
50.806 |
3.486 |
6.86 |
|
-0.28 |
| |  |
 |
 |
 |
|
 |
Constellation Energy |
137.588 |
8/12/24 |
-1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Copart |
36.914 |
8/12/24 |
-1.43 |
25.479 |
|
22.337 |
3.141 |
14.06 |
|
12.99 |
| |  |
 |
 |
 |
S |
 |
CoStar |
52.904 |
8/12/24 |
-2.50 |
63.554 |
|
66.853 |
-3.299 |
-4.93 |
|
0.49 |
| |  |
 |
 |
 |
L |
 |
Costco |
634.266 |
8/12/24 |
1.01 |
330.291 |
|
269.082 |
61.208 |
22.75 |
|
18.18 |
| |  |
 |
 |
 |
|
 |
CrowdStrike |
175.788 |
8/12/24 |
-0.65 |
179.475 |
|
171.676 |
7.799 |
4.54 |
|
21.09 |
| |  |
 |
 |
 |
S |
 |
CSX |
24.605 |
8/12/24 |
-1.47 |
23.870 |
|
23.653 |
0.218 |
0.92 |
|
5.25 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
40.991 |
8/12/24 |
-2.28 |
61.901 |
|
56.232 |
5.669 |
10.08 |
|
12.01 |
| |  |
 |
 |
 |
|
 |
Datadog |
82.378 |
8/12/24 |
-0.11 |
104.265 |
|
77.063 |
27.202 |
35.30 |
|
41.99 |
| |  |
 |
 |
 |
|
 |
Deckers Outdoor |
674.463 |
8/12/24 |
3.15 |
242.889 |
|
241.665 |
1.224 |
0.51 |
|
1.00 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
28.688 |
8/12/24 |
-0.61 |
31.722 |
|
29.133 |
2.589 |
8.89 |
|
4.21 |
| |  |
 |
 |
 |
|
 |
Devon Energy |
33.293 |
8/12/24 |
0.91 |
28.975 |
|
13.550 |
15.425 |
113.84 |
|
100.94 |
| |  |
 |
 |
 |
|
 |
DexCom |
52.346 |
8/12/24 |
2.16 |
97.093 |
|
68.496 |
28.597 |
41.75 |
|
33.96 |
| |  |
 |
 |
 |
|
 |
Diamondback Energy |
147.841 |
8/12/24 |
0.76 |
81.328 |
|
43.096 |
38.231 |
88.71 |
|
82.88 |
| |  |
 |
 |
 |
S |
 |
Dollar Tree |
68.967 |
8/12/24 |
-1.21 |
72.309 |
|
83.110 |
-10.802 |
-13.00 |
|
-3.51 |
| |
|
instrument |
freshest |
⇓ Δday |
10/11/21 |
⇓ Δwk |
1/11/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
40.190 |
8/12/24 |
0.46 |
52.970 |
|
53.719 |
-0.749 |
-1.39 |
|
-4.71 |
| |  |
 |
 |
 |
|
 |
DoorDash |
91.104 |
8/12/24 |
0.19 |
143.442 |
|
123.449 |
19.993 |
16.19 |
|
-na- |
| |  |
 |
 |
 |
|
 |
Dow |
38.354 |
8/12/24 |
-0.84 |
42.768 |
|
43.510 |
-0.742 |
-1.71 |
|
-1.29 |
| |  |
 |
 |
 |
L |
 |
DuPont |
57.531 |
8/12/24 |
-0.25 |
51.237 |
|
62.079 |
-10.843 |
-17.47 |
|
-3.63 |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
83.267 |
8/12/24 |
0.62 |
73.234 |
|
66.005 |
7.229 |
10.95 |
|
3.56 |
| |  |
 |
 |
 |
L |
 |
eBay |
40.991 |
8/12/24 |
-1.26 |
54.718 |
|
39.866 |
14.852 |
37.25 |
|
24.53 |
| |  |
 |
 |
 |
|
 |
Edison International |
60.528 |
8/12/24 |
0.52 |
41.196 |
|
45.588 |
-4.391 |
-9.63 |
|
-3.66 |
| |  |
 |
 |
 |
|
 |
Electronic Arts |
107.166 |
8/12/24 |
-0.47 |
102.436 |
|
104.392 |
-1.956 |
-1.87 |
|
2.15 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
649.550 |
8/12/24 |
-0.82 |
171.623 |
|
137.450 |
34.173 |
24.86 |
|
22.00 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
75.702 |
8/12/24 |
-0.60 |
69.172 |
|
61.074 |
8.098 |
13.26 |
|
7.53 |
| |  |
 |
 |
 |
|
 |
Encompass Health |
63.796 |
8/12/24 |
1.33 |
50.414 |
|
62.183 |
-11.769 |
-18.93 |
|
-13.16 |
| |  |
 |
 |
 |
|
 |
Energy Recovery |
12.192 |
8/12/24 |
-0.30 |
13.881 |
|
10.793 |
3.089 |
28.62 |
|
20.69 |
| |  |
 |
 |
 |
L |
 |
Enphase Energy |
80.138 |
8/12/24 |
1.16 |
118.441 |
|
149.085 |
-30.645 |
-20.56 |
|
6.88 |
| |  |
 |
 |
 |
|
 |
Exelon |
27.102 |
8/12/24 |
-0.54 |
34.939 |
|
30.944 |
3.995 |
12.91 |
|
8.37 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
87.483 |
8/12/24 |
0.03 |
84.772 |
|
69.464 |
15.308 |
22.04 |
|
9.14 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
87.402 |
8/12/24 |
0.13 |
45.214 |
|
34.625 |
10.589 |
30.58 |
|
22.89 |
| |  |
 |
 |
 |
|
 |
Fastenal |
48.262 |
8/12/24 |
-1.02 |
38.361 |
|
37.316 |
1.046 |
2.80 |
|
4.29 |
| |  |
 |
 |
 |
S |
 |
FedEx |
205.027 |
8/12/24 |
0.63 |
161.451 |
|
181.337 |
-19.886 |
-10.97 |
|
-19.17 |
| |  |
 |
 |
 |
L |
 |
First Solar |
161.018 |
8/12/24 |
3.51 |
75.129 |
|
76.701 |
-1.572 |
-2.05 |
|
18.39 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
30.995 |
8/12/24 |
0.55 |
26.272 |
|
22.324 |
3.948 |
17.68 |
|
5.38 |
| |  |
 |
 |
 |
|
 |
Fiserv |
118.323 |
8/12/24 |
-0.30 |
76.216 |
|
85.047 |
-8.831 |
-10.38 |
|
-7.10 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
7.242 |
8/12/24 |
-2.38 |
11.083 |
|
6.875 |
4.208 |
61.22 |
|
33.80 |
| |  |
 |
 |
 |
S |
 |
Fortinet |
51.677 |
8/12/24 |
0.96 |
45.067 |
|
21.906 |
23.161 |
105.73 |
|
68.56 |
| |  |
 |
 |
 |
L |
 |
Fox A |
28.519 |
8/12/24 |
-1.27 |
30.921 |
|
22.420 |
8.501 |
37.91 |
|
24.30 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
30.525 |
8/12/24 |
1.24 |
25.875 |
|
22.413 |
3.462 |
15.45 |
|
16.60 |
| |
|
instrument |
freshest |
⇓ Δday |
10/11/21 |
⇓ Δwk |
1/11/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
FuelCell Energy |
0.324 |
8/12/24 |
-1.61 |
4.928 |
|
11.643 |
-6.714 |
-57.67 |
|
-5.15 |
| |  |
 |
 |
 |
|
 |
GE HealthCare |
60.498 |
8/12/24 |
-1.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
General Dynamics |
213.877 |
8/12/24 |
-0.61 |
149.009 |
|
112.198 |
36.811 |
32.81 |
|
18.51 |
| |  |
 |
 |
 |
|
 |
General Electric |
122.561 |
8/12/24 |
-0.16 |
76.444 |
|
67.712 |
8.731 |
12.89 |
|
12.23 |
| |  |
 |
 |
 |
L |
 |
General Motors |
31.575 |
8/12/24 |
-1.13 |
42.665 |
|
33.272 |
9.393 |
28.23 |
|
16.81 |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
53.609 |
8/12/24 |
-0.91 |
50.003 |
|
46.208 |
3.794 |
8.21 |
|
4.86 |
| |  |
 |
 |
 |
|
 |
GlobalFoundries |
31.751 |
8/12/24 |
-1.05 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
356.585 |
8/12/24 |
-0.97 |
282.947 |
|
217.204 |
65.743 |
30.27 |
|
25.05 |
| |  |
 |
 |
 |
L |
 |
Hannon Armstrong SIC |
22.188 |
8/12/24 |
-1.63 |
40.007 |
|
51.405 |
-11.399 |
-22.17 |
|
0.16 |
| |  |
 |
 |
 |
S |
 |
Halliburton |
23.048 |
8/12/24 |
1.23 |
18.156 |
|
15.206 |
2.950 |
19.40 |
|
27.46 |
| |  |
 |
 |
 |
L |
 |
HP |
24.810 |
8/12/24 |
0.72 |
20.330 |
|
19.057 |
1.273 |
6.68 |
|
3.57 |
| |  |
 |
 |
 |
|
 |
Home Depot |
253.987 |
8/12/24 |
-0.81 |
247.494 |
|
200.498 |
46.996 |
23.44 |
|
13.71 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
144.536 |
8/12/24 |
-0.73 |
158.124 |
|
154.023 |
4.101 |
2.66 |
|
1.88 |
| |  |
 |
 |
 |
|
 |
IBM |
139.167 |
8/12/24 |
-1.03 |
104.610 |
|
95.049 |
9.562 |
10.06 |
|
8.62 |
| |  |
 |
 |
 |
|
 |
IDEXX Labs |
352.494 |
8/12/24 |
-0.60 |
450.061 |
|
374.450 |
75.610 |
20.19 |
|
15.27 |
| |  |
 |
 |
 |
S |
 |
Illumina |
91.471 |
8/12/24 |
0.79 |
296.990 |
|
275.344 |
21.646 |
7.86 |
|
1.42 |
| |  |
 |
 |
 |
S |
 |
Intel |
14.219 |
8/12/24 |
-1.78 |
39.250 |
|
38.099 |
1.151 |
3.02 |
|
-1.78 |
| |  |
 |
 |
 |
|
 |
Interface |
11.979 |
8/12/24 |
-0.79 |
11.450 |
|
7.806 |
3.644 |
46.68 |
|
35.08 |
| |  |
 |
 |
 |
|
 |
Intuit |
460.813 |
8/12/24 |
-0.44 |
385.898 |
|
275.240 |
110.657 |
40.20 |
|
26.14 |
| |  |
 |
 |
 |
|
 |
Intuitive Surgical |
341.918 |
8/12/24 |
0.46 |
238.100 |
|
200.491 |
37.610 |
18.76 |
|
18.24 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
119.550 |
8/12/24 |
-0.20 |
124.309 |
|
109.508 |
14.801 |
13.52 |
|
10.10 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
151.440 |
8/12/24 |
0.19 |
122.392 |
|
102.049 |
20.343 |
19.93 |
|
18.81 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
117.427 |
8/12/24 |
-0.46 |
117.699 |
|
117.809 |
-0.110 |
-0.09 |
|
0.11 |
| |  |
 |
 |
 |
|
 |
Kadant |
213.216 |
8/12/24 |
-1.48 |
147.562 |
|
108.214 |
39.348 |
36.36 |
|
24.72 |
| |  |
 |
 |
 |
|
 |
Keurig Dr Pepper |
25.560 |
8/12/24 |
0.69 |
25.802 |
|
23.182 |
2.620 |
11.30 |
|
6.92 |
| |
|
instrument |
freshest |
⇓ Δday |
10/11/21 |
⇓ Δwk |
1/11/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Kirby |
85.573 |
8/12/24 |
-0.14 |
38.655 |
|
41.670 |
-3.015 |
-7.23 |
|
-4.66 |
| |  |
 |
 |
 |
|
 |
KLA-Tencor |
556.390 |
8/12/24 |
1.44 |
238.849 |
|
213.715 |
25.134 |
11.76 |
|
11.25 |
| |  |
 |
 |
 |
S |
 |
Kraft Heinz |
25.097 |
8/12/24 |
-3.12 |
27.014 |
|
24.283 |
2.730 |
11.24 |
|
0.35 |
| |  |
 |
 |
 |
|
 |
Lam Research |
595.574 |
8/12/24 |
0.37 |
405.750 |
|
381.791 |
23.959 |
6.28 |
|
2.54 |
| |  |
 |
 |
 |
|
 |
Landstar System |
135.958 |
8/12/24 |
-1.04 |
114.107 |
|
106.728 |
7.379 |
6.91 |
|
2.38 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
409.033 |
8/12/24 |
0.97 |
262.264 |
|
249.619 |
12.645 |
5.07 |
|
-1.00 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
169.714 |
8/12/24 |
-2.02 |
153.394 |
|
122.947 |
30.447 |
24.76 |
|
15.86 |
| |  |
 |
 |
 |
L |
 |
LTC Properties |
26.367 |
8/12/24 |
-0.22 |
24.157 |
|
28.785 |
-4.628 |
-16.08 |
|
-13.72 |
| |  |
 |
 |
 |
|
 |
Marriott |
157.676 |
8/12/24 |
-1.51 |
115.179 |
|
95.108 |
20.072 |
21.10 |
|
18.75 |
| |  |
 |
 |
 |
|
 |
Marsh & McLennan |
159.637 |
8/12/24 |
-1.23 |
115.179 |
|
83.228 |
31.951 |
38.39 |
|
23.99 |
| |  |
 |
 |
 |
|
 |
Marvell Tech |
44.443 |
8/12/24 |
-0.08 |
46.595 |
|
37.138 |
9.456 |
25.46 |
|
28.17 |
| |  |
 |
 |
 |
|
 |
Mastercard |
334.690 |
8/12/24 |
-0.24 |
254.971 |
|
257.395 |
-2.424 |
-0.94 |
|
-1.02 |
| |  |
 |
 |
 |
|
 |
Matson |
95.576 |
8/12/24 |
0.73 |
60.719 |
|
46.475 |
14.244 |
30.65 |
|
27.30 |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
197.910 |
8/12/24 |
0.58 |
181.105 |
|
158.363 |
22.743 |
14.36 |
|
10.12 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
59.632 |
8/12/24 |
-1.04 |
90.736 |
|
87.597 |
3.139 |
3.58 |
|
3.13 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
83.348 |
8/12/24 |
-0.93 |
58.706 |
|
62.833 |
-4.127 |
-6.57 |
|
3.69 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
378.949 |
8/12/24 |
-0.35 |
239.033 |
|
189.861 |
49.172 |
25.90 |
|
8.27 |
| |  |
 |
 |
 |
|
 |
MetLife |
51.303 |
8/12/24 |
-0.40 |
47.829 |
|
36.517 |
11.311 |
30.98 |
|
19.46 |
| |  |
 |
 |
 |
L |
 |
Micron Technology |
69.510 |
8/12/24 |
1.68 |
50.840 |
|
58.154 |
-7.314 |
-12.58 |
|
-7.20 |
| |  |
 |
 |
 |
|
 |
Microsoft |
298.789 |
8/12/24 |
0.19 |
216.103 |
|
160.772 |
55.331 |
34.42 |
|
20.30 |
| |  |
 |
 |
 |
|
 |
MillerKnoll |
19.933 |
8/12/24 |
-3.49 |
27.183 |
|
25.326 |
1.857 |
7.33 |
|
-6.85 |
| |  |
 |
 |
 |
L |
 |
Moderna |
59.705 |
8/12/24 |
-4.29 |
224.087 |
|
86.681 |
137.406 |
158.52 |
|
94.52 |
| |  |
 |
 |
 |
S |
 |
Molina Healthcare |
248.008 |
8/12/24 |
-0.15 |
205.012 |
|
178.743 |
26.270 |
14.70 |
|
19.59 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
50.884 |
8/12/24 |
-0.63 |
43.642 |
|
42.202 |
1.440 |
3.41 |
|
0.87 |
| |  |
 |
 |
 |
S |
 |
MongoDB |
170.669 |
8/12/24 |
-1.08 |
333.596 |
|
267.197 |
66.398 |
24.85 |
|
39.31 |
| |
|
instrument |
freshest |
⇓ Δday |
10/11/21 |
⇓ Δwk |
1/11/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
S |
 |
Monster Beverage |
33.705 |
8/12/24 |
-0.37 |
32.335 |
|
34.351 |
-2.016 |
-5.87 |
|
-2.04 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
69.657 |
8/12/24 |
0.13 |
71.457 |
|
56.225 |
15.232 |
27.09 |
|
26.26 |
| |  |
 |
 |
 |
|
 |
Netflix |
465.022 |
8/12/24 |
-0.13 |
460.542 |
|
368.943 |
91.598 |
24.83 |
|
20.72 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
56.980 |
8/12/24 |
0.15 |
57.164 |
|
58.908 |
-1.744 |
-2.96 |
|
1.79 |
| |  |
 |
 |
 |
|
 |
Nike |
54.821 |
8/12/24 |
0.40 |
110.376 |
|
108.702 |
1.674 |
1.54 |
|
6.66 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
174.201 |
8/12/24 |
-1.02 |
194.223 |
|
188.035 |
6.188 |
3.29 |
|
5.17 |
| |  |
 |
 |
 |
L |
 |
NVidia |
80.072 |
8/12/24 |
4.08 |
15.200 |
|
10.069 |
5.131 |
50.95 |
|
34.73 |
| |  |
 |
 |
 |
|
 |
O'Reilly |
823.392 |
8/12/24 |
-0.30 |
444.516 |
|
357.655 |
86.860 |
24.29 |
|
19.52 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
140.005 |
8/12/24 |
-1.35 |
105.378 |
|
74.787 |
30.591 |
40.90 |
|
23.27 |
| |  |
 |
 |
 |
|
 |
ON Semiconductor |
51.685 |
8/12/24 |
-1.30 |
31.839 |
|
26.649 |
5.190 |
19.48 |
|
19.09 |
| |  |
 |
 |
 |
L |
 |
Oracle |
97.376 |
8/12/24 |
0.39 |
69.988 |
|
46.593 |
23.395 |
50.21 |
|
33.89 |
| |  |
 |
 |
 |
L |
 |
Ormat Technologies |
52.669 |
8/12/24 |
-1.10 |
50.208 |
|
83.162 |
-32.954 |
-39.63 |
|
-10.02 |
| |  |
 |
 |
 |
|
 |
Paccar |
67.696 |
8/12/24 |
-0.74 |
61.549 |
|
65.214 |
-3.665 |
-5.62 |
|
-5.14 |
| |  |
 |
 |
 |
|
 |
Palo Alto Networks |
243.183 |
8/12/24 |
-0.11 |
122.365 |
|
89.889 |
32.476 |
36.13 |
|
44.41 |
| |  |
 |
 |
 |
|
 |
Paychex |
90.891 |
8/12/24 |
-0.57 |
86.183 |
|
67.269 |
18.914 |
28.12 |
|
20.17 |
| |  |
 |
 |
 |
|
 |
PayPal |
46.609 |
8/12/24 |
-1.95 |
187.326 |
|
175.564 |
11.762 |
6.70 |
|
3.09 |
| |  |
 |
 |
 |
|
 |
PepsiCo |
125.903 |
8/12/24 |
-0.56 |
114.753 |
|
105.035 |
9.718 |
9.25 |
|
8.50 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
20.896 |
8/12/24 |
-0.35 |
30.892 |
|
27.920 |
2.972 |
10.64 |
|
8.58 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
85.265 |
8/12/24 |
0.07 |
69.863 |
|
60.845 |
9.018 |
14.82 |
|
6.99 |
| |  |
 |
 |
 |
L |
 |
Plug Power |
1.432 |
8/12/24 |
-1.02 |
20.308 |
|
39.896 |
-19.587 |
-49.10 |
|
-2.75 |
| |  |
 |
 |
 |
S |
 |
Potlatch |
30.010 |
8/12/24 |
-1.99 |
38.457 |
|
37.027 |
1.429 |
3.86 |
|
1.89 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
122.517 |
8/12/24 |
-2.19 |
104.530 |
|
101.901 |
2.629 |
2.58 |
|
4.82 |
| |  |
 |
 |
 |
L |
 |
PSEG |
59.132 |
8/12/24 |
0.81 |
43.539 |
|
42.121 |
1.419 |
3.37 |
|
-0.68 |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
119.638 |
8/12/24 |
-0.97 |
91.765 |
|
115.399 |
-23.635 |
-20.48 |
|
-10.01 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
85.639 |
8/12/24 |
0.39 |
66.021 |
|
51.597 |
14.424 |
27.96 |
|
17.93 |
| |
|
instrument |
freshest |
⇓ Δday |
10/11/21 |
⇓ Δwk |
1/11/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Regeneron |
823.406 |
8/12/24 |
-0.90 |
401.211 |
|
371.767 |
29.444 |
7.92 |
|
3.26 |
| |  |
 |
 |
 |
|
 |
Roper Technologies |
381.975 |
8/12/24 |
-1.27 |
332.156 |
|
324.169 |
7.987 |
2.46 |
|
5.26 |
| |  |
 |
 |
 |
|
 |
Ross Stores |
103.318 |
8/12/24 |
0.74 |
77.516 |
|
89.349 |
-11.833 |
-13.24 |
|
-8.92 |
| |  |
 |
 |
 |
|
 |
Ryder System |
96.832 |
8/12/24 |
-1.29 |
60.300 |
|
49.565 |
10.735 |
21.66 |
|
18.95 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
184.579 |
8/12/24 |
-0.48 |
201.061 |
|
161.334 |
39.727 |
24.62 |
|
16.62 |
| |  |
 |
 |
 |
S |
 |
Shoals Technologies |
3.768 |
8/12/24 |
0.20 |
20.969 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Simon Property |
112.447 |
8/12/24 |
-3.51 |
97.405 |
|
61.459 |
35.947 |
58.49 |
|
26.90 |
| |  |
 |
 |
 |
S |
 |
Sirius XM |
2.189 |
8/12/24 |
-5.10 |
4.377 |
|
4.391 |
-0.014 |
-0.31 |
|
-3.07 |
| |  |
 |
 |
 |
L |
 |
Southern |
64.046 |
8/12/24 |
0.46 |
45.478 |
|
45.247 |
0.231 |
0.51 |
|
0.29 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
18.641 |
8/12/24 |
0.20 |
37.950 |
|
35.068 |
2.882 |
8.22 |
|
1.51 |
| |  |
 |
 |
 |
L |
 |
Sprouts |
70.641 |
8/12/24 |
-0.10 |
16.474 |
|
14.400 |
2.074 |
14.40 |
|
-3.39 |
| |  |
 |
 |
 |
|
 |
Starbucks |
56.576 |
8/12/24 |
2.58 |
81.482 |
|
77.322 |
4.160 |
5.38 |
|
3.85 |
| |  |
 |
 |
 |
|
 |
Steelcase |
9.027 |
8/12/24 |
-1.76 |
9.063 |
|
9.469 |
-0.406 |
-4.29 |
|
-8.89 |
| |  |
 |
 |
 |
L |
 |
Sunnova Energy |
4.862 |
8/12/24 |
-4.47 |
26.412 |
|
38.299 |
-11.887 |
-31.04 |
|
1.54 |
| |  |
 |
 |
 |
L |
 |
SunPower |
0.147 |
8/12/24 |
-4.76 |
19.199 |
|
21.918 |
-2.719 |
-12.40 |
|
5.18 |
| |  |
 |
 |
 |
L |
 |
Sunrun |
12.728 |
8/12/24 |
-3.13 |
33.095 |
|
70.684 |
-37.589 |
-53.18 |
|
-15.46 |
| |  |
 |
 |
 |
|
 |
Synopsys |
382.541 |
8/12/24 |
-0.74 |
212.071 |
|
192.514 |
19.556 |
10.16 |
|
12.47 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
143.185 |
8/12/24 |
0.39 |
86.072 |
|
98.264 |
-12.192 |
-12.41 |
|
-10.23 |
| |  |
 |
 |
 |
L |
 |
Take-Two Interactive |
108.180 |
8/12/24 |
1.71 |
125.389 |
|
152.678 |
-27.289 |
-17.87 |
|
-1.81 |
| |  |
 |
 |
 |
|
 |
Target |
99.168 |
8/12/24 |
-0.35 |
167.988 |
|
144.354 |
23.633 |
16.37 |
|
13.61 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
145.050 |
8/12/24 |
-1.25 |
193.885 |
|
199.882 |
-5.997 |
-3.00 |
|
24.74 |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
141.062 |
8/12/24 |
-0.08 |
142.024 |
|
126.635 |
15.389 |
12.15 |
|
10.04 |
| |  |
 |
 |
 |
L |
 |
The Trade Desk |
71.273 |
8/12/24 |
-2.28 |
51.942 |
|
57.606 |
-5.665 |
-9.83 |
|
-0.98 |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
439.999 |
8/12/24 |
0.48 |
425.008 |
|
379.477 |
45.531 |
12.00 |
|
18.52 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
154.040 |
8/12/24 |
-1.29 |
114.746 |
|
101.591 |
13.156 |
12.95 |
|
7.61 |
| |
|
instrument |
freshest |
⇓ Δday |
10/11/21 |
⇓ Δwk |
1/11/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
30.458 |
8/12/24 |
-1.43 |
45.427 |
|
36.473 |
8.954 |
24.55 |
|
20.61 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
50.869 |
8/12/24 |
1.05 |
33.999 |
|
40.354 |
-6.355 |
-15.75 |
|
-3.62 |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
173.886 |
8/12/24 |
-0.32 |
157.845 |
|
160.669 |
-2.824 |
-1.76 |
|
2.02 |
| |  |
 |
 |
 |
|
 |
United Airlines |
29.687 |
8/12/24 |
-2.51 |
36.121 |
|
31.565 |
4.557 |
14.44 |
|
4.42 |
| |  |
 |
 |
 |
L |
 |
United Natural Foods |
9.049 |
8/12/24 |
-1.28 |
34.616 |
|
12.005 |
22.611 |
188.35 |
|
79.04 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
415.188 |
8/12/24 |
1.17 |
297.453 |
|
266.673 |
30.780 |
11.54 |
|
9.55 |
| |  |
 |
 |
 |
S |
 |
UPS |
91.706 |
8/12/24 |
-0.76 |
133.482 |
|
119.650 |
13.833 |
11.56 |
|
1.34 |
| |  |
 |
 |
 |
L |
 |
Verisk Analytics |
192.695 |
8/12/24 |
-0.67 |
151.690 |
|
146.269 |
5.421 |
3.71 |
|
11.14 |
| |  |
 |
 |
 |
|
 |
Verizon |
29.768 |
8/12/24 |
-0.54 |
38.325 |
|
42.475 |
-4.151 |
-9.77 |
|
-7.89 |
| |  |
 |
 |
 |
L |
 |
Vertex |
341.168 |
8/12/24 |
-0.84 |
131.896 |
|
173.450 |
-41.554 |
-23.96 |
|
-14.32 |
| |  |
 |
 |
 |
|
 |
Visa |
190.881 |
8/12/24 |
0.05 |
165.336 |
|
157.372 |
7.964 |
5.06 |
|
3.29 |
| |  |
 |
 |
 |
L |
 |
Walmart |
50.458 |
8/12/24 |
1.10 |
34.160 |
|
36.293 |
-2.133 |
-5.88 |
|
-1.05 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
7.492 |
8/12/24 |
-4.49 |
34.829 |
|
35.261 |
-0.432 |
-1.23 |
|
1.05 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
63.128 |
8/12/24 |
-0.30 |
127.445 |
|
132.386 |
-4.941 |
-3.73 |
|
2.16 |
| |  |
 |
 |
 |
|
 |
Warner Bros. Disc |
4.928 |
8/12/24 |
-4.55 |
18.487 |
|
25.969 |
-7.482 |
-28.81 |
|
-19.70 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
38.236 |
8/12/24 |
-1.33 |
34.726 |
|
24.572 |
10.154 |
41.32 |
|
30.65 |
| |  |
 |
 |
 |
S |
 |
Workday |
154.657 |
8/12/24 |
-0.65 |
186.313 |
|
169.155 |
17.158 |
10.14 |
|
6.81 |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
42.614 |
8/12/24 |
0.10 |
45.860 |
|
47.606 |
-1.745 |
-3.67 |
|
-6.53 |
| |  |
 |
 |
 |
S |
 |
Xerox |
7.132 |
8/12/24 |
-2.51 |
15.204 |
|
17.327 |
-2.124 |
-12.26 |
|
-9.22 |
| |  |
 |
 |
 |
|
 |
Zscaler |
126.733 |
8/12/24 |
-1.04 |
196.617 |
|
146.882 |
49.735 |
33.86 |
|
38.73 |
| USA - 214 out of 219 instruments rated - 10/11/21 / 1/11/21 - 155 did rise, Market-Ratio(39) in GBP = 72.43 % |
| 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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