| | |
| | |
Assessment - United States in Pound sterling - 1/10/22 - RS = 39
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
1/10/22 |
⇓ Δwk |
4/12/21 |
prc diff |
⇓ Δ39 |
|
∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 500 |
3,939.173 |
8/12/24 |
|
3,442.316 |
|
3,002.395 |
439.921 |
14.65 |
|
11.12 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
61.258 |
8/12/24 |
-4.43 |
147.119 |
|
55.677 |
91.442 |
164.24 |
|
140.67 |
| |  |
 |
 |
 |
|
 |
Devon Energy |
33.411 |
8/12/24 |
0.91 |
35.748 |
|
15.914 |
19.834 |
124.63 |
|
80.18 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
7.267 |
8/12/24 |
-2.38 |
17.579 |
|
9.004 |
8.575 |
95.23 |
|
75.14 |
| |  |
 |
 |
 |
L |
 |
NVidia |
80.355 |
8/12/24 |
4.08 |
20.196 |
|
11.062 |
9.134 |
82.57 |
|
53.61 |
| |  |
 |
 |
 |
|
 |
ON Semiconductor |
51.867 |
8/12/24 |
-1.30 |
47.998 |
|
30.839 |
17.159 |
55.64 |
|
52.33 |
| |  |
 |
 |
 |
|
 |
Diamondback Energy |
148.364 |
8/12/24 |
0.76 |
89.443 |
|
53.735 |
35.708 |
66.45 |
|
48.53 |
| |  |
 |
 |
 |
|
 |
Marvell Tech |
44.600 |
8/12/24 |
-0.08 |
60.594 |
|
36.112 |
24.483 |
67.80 |
|
47.66 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
145.563 |
8/12/24 |
-1.26 |
259.969 |
|
170.189 |
89.779 |
52.75 |
|
42.40 |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
81.099 |
8/12/24 |
2.04 |
59.725 |
|
36.992 |
22.733 |
61.45 |
|
42.15 |
| |  |
 |
 |
 |
S |
 |
Fortinet |
51.860 |
8/12/24 |
0.96 |
47.867 |
|
28.670 |
19.197 |
66.96 |
|
41.13 |
| |  |
 |
 |
 |
|
 |
AMD |
100.809 |
8/12/24 |
1.86 |
97.293 |
|
57.153 |
40.140 |
70.23 |
|
38.38 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
20.970 |
8/12/24 |
-0.35 |
41.453 |
|
26.889 |
14.563 |
54.16 |
|
37.55 |
| |  |
 |
 |
 |
|
 |
Datadog |
82.669 |
8/12/24 |
-0.11 |
107.855 |
|
65.794 |
42.061 |
63.93 |
|
31.91 |
| |  |
 |
 |
 |
|
 |
Palo Alto Networks |
244.043 |
8/12/24 |
-0.11 |
128.399 |
|
86.154 |
42.245 |
49.03 |
|
31.12 |
| |  |
 |
 |
 |
L |
 |
HP |
24.898 |
8/12/24 |
0.72 |
28.716 |
|
23.813 |
4.903 |
20.59 |
|
30.83 |
| |  |
 |
 |
 |
L |
 |
United Natural Foods |
9.081 |
8/12/24 |
-1.28 |
33.507 |
|
26.504 |
7.003 |
26.42 |
|
30.06 |
| |  |
 |
 |
 |
|
 |
Simon Property |
112.845 |
8/12/24 |
-3.51 |
118.579 |
|
83.453 |
35.126 |
42.09 |
|
29.64 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
38.372 |
8/12/24 |
-1.33 |
40.797 |
|
29.653 |
11.144 |
37.58 |
|
29.48 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
41.136 |
8/12/24 |
-2.28 |
77.436 |
|
54.157 |
23.280 |
42.99 |
|
29.22 |
| |  |
 |
 |
 |
S |
 |
Dollar Tree |
69.211 |
8/12/24 |
-1.21 |
100.049 |
|
85.126 |
14.923 |
17.53 |
|
28.23 |
| |  |
 |
 |
 |
|
 |
Broadcom |
109.543 |
8/12/24 |
0.24 |
457.837 |
|
351.786 |
106.051 |
30.15 |
|
28.11 |
| |  |
 |
 |
 |
L |
 |
Costco |
636.509 |
8/12/24 |
1.01 |
382.390 |
|
265.336 |
117.054 |
44.12 |
|
27.86 |
| |  |
 |
 |
 |
|
 |
KLA-Tencor |
558.358 |
8/12/24 |
1.44 |
308.632 |
|
251.000 |
57.632 |
22.96 |
|
27.43 |
| |  |
 |
 |
 |
L |
 |
Sprouts |
70.891 |
8/12/24 |
-0.10 |
22.724 |
|
19.834 |
2.890 |
14.57 |
|
26.40 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
1/10/22 |
⇓ Δwk |
4/12/21 |
prc diff |
⇓ Δ39 |
|
∅-RS |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
120.061 |
8/12/24 |
-0.97 |
132.436 |
|
99.964 |
32.472 |
32.48 |
|
26.56 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
170.314 |
8/12/24 |
-2.02 |
182.564 |
|
145.938 |
36.626 |
25.10 |
|
26.06 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
140.500 |
8/12/24 |
-1.35 |
121.679 |
|
90.559 |
31.119 |
34.36 |
|
25.98 |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
46.634 |
8/12/24 |
-0.80 |
46.288 |
|
35.704 |
10.583 |
29.64 |
|
25.79 |
| |  |
 |
 |
 |
L |
 |
Apple |
160.334 |
8/12/24 |
0.71 |
126.916 |
|
95.454 |
31.461 |
32.96 |
|
24.97 |
| |  |
 |
 |
 |
|
 |
AIG |
52.781 |
8/12/24 |
-0.62 |
45.263 |
|
34.301 |
10.963 |
31.96 |
|
24.69 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
28.134 |
8/12/24 |
-0.29 |
36.065 |
|
29.137 |
6.928 |
23.78 |
|
23.81 |
| |  |
 |
 |
 |
|
 |
Exelon |
27.198 |
8/12/24 |
-0.54 |
41.880 |
|
32.541 |
9.340 |
28.70 |
|
23.13 |
| |  |
 |
 |
 |
|
 |
O'Reilly |
826.304 |
8/12/24 |
-0.30 |
497.579 |
|
377.897 |
119.682 |
31.67 |
|
23.08 |
| |  |
 |
 |
 |
|
 |
Zscaler |
127.181 |
8/12/24 |
-1.04 |
203.173 |
|
137.014 |
66.159 |
48.29 |
|
22.69 |
| |  |
 |
 |
 |
|
 |
AbbVie |
140.175 |
8/12/24 |
0.13 |
100.529 |
|
78.733 |
21.796 |
27.68 |
|
22.38 |
| |  |
 |
 |
 |
|
 |
Chevron |
106.889 |
8/12/24 |
0.02 |
92.214 |
|
74.027 |
18.187 |
24.57 |
|
22.09 |
| |  |
 |
 |
 |
|
 |
Home Depot |
254.885 |
8/12/24 |
-0.81 |
285.584 |
|
233.319 |
52.265 |
22.40 |
|
21.62 |
| |  |
 |
 |
 |
|
 |
Matson |
95.915 |
8/12/24 |
0.73 |
64.095 |
|
52.011 |
12.084 |
23.23 |
|
21.46 |
| |  |
 |
 |
 |
|
 |
Paychex |
91.212 |
8/12/24 |
-0.57 |
93.298 |
|
69.714 |
23.584 |
33.83 |
|
20.84 |
| |  |
 |
 |
 |
|
 |
Intuit |
462.443 |
8/12/24 |
-0.44 |
420.268 |
|
302.517 |
117.751 |
38.92 |
|
20.89 |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
441.555 |
8/12/24 |
0.48 |
460.696 |
|
346.193 |
114.504 |
33.08 |
|
20.69 |
| |  |
 |
 |
 |
S |
 |
Halliburton |
23.129 |
8/12/24 |
1.23 |
19.053 |
|
15.288 |
3.765 |
24.63 |
|
20.47 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
87.711 |
8/12/24 |
0.13 |
50.467 |
|
40.367 |
10.100 |
25.02 |
|
20.24 |
| |  |
 |
 |
 |
|
 |
Marsh & McLennan |
160.201 |
8/12/24 |
-1.23 |
121.749 |
|
91.796 |
29.953 |
32.63 |
|
20.11 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
651.847 |
8/12/24 |
-0.82 |
191.718 |
|
132.242 |
59.476 |
44.98 |
|
19.17 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
317.226 |
8/12/24 |
-0.30 |
235.073 |
|
194.872 |
40.200 |
20.63 |
|
18.83 |
| |  |
 |
 |
 |
|
 |
Automatic Data |
190.989 |
8/12/24 |
-1.17 |
171.656 |
|
138.017 |
33.638 |
24.37 |
|
18.70 |
| |  |
 |
 |
 |
L |
 |
Micron Technology |
69.756 |
8/12/24 |
1.68 |
69.203 |
|
69.525 |
-0.322 |
-0.46 |
|
18.57 |
| |  |
 |
 |
 |
|
 |
Synopsys |
383.894 |
8/12/24 |
-0.74 |
242.959 |
|
187.687 |
55.273 |
29.45 |
|
18.40 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
1/10/22 |
⇓ Δwk |
4/12/21 |
prc diff |
⇓ Δ39 |
|
∅-RS |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
69.903 |
8/12/24 |
0.13 |
76.751 |
|
58.317 |
18.434 |
31.61 |
|
18.06 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
119.972 |
8/12/24 |
-0.20 |
145.925 |
|
124.736 |
21.188 |
16.99 |
|
18.02 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
33.065 |
8/12/24 |
-1.34 |
45.565 |
|
37.508 |
8.057 |
21.48 |
|
17.96 |
| |  |
 |
 |
 |
|
 |
PepsiCo |
126.348 |
8/12/24 |
-0.56 |
128.375 |
|
104.022 |
24.353 |
23.41 |
|
17.85 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
416.657 |
8/12/24 |
1.17 |
342.736 |
|
273.678 |
69.058 |
25.23 |
|
17.82 |
| |  |
 |
 |
 |
|
 |
Microsoft |
299.846 |
8/12/24 |
0.19 |
231.638 |
|
186.130 |
45.508 |
24.45 |
|
17.27 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
122.950 |
8/12/24 |
-2.19 |
118.314 |
|
99.585 |
18.728 |
18.81 |
|
17.17 |
| |  |
 |
 |
 |
S |
 |
MongoDB |
171.272 |
8/12/24 |
-1.08 |
320.624 |
|
221.260 |
99.364 |
44.91 |
|
17.38 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
30.633 |
8/12/24 |
1.24 |
30.677 |
|
24.489 |
6.188 |
25.27 |
|
16.87 |
| |  |
 |
 |
 |
|
 |
CDW |
156.332 |
8/12/24 |
-0.76 |
147.568 |
|
126.737 |
20.832 |
16.44 |
|
16.54 |
| |  |
 |
 |
 |
|
 |
Applied Materials |
142.320 |
8/12/24 |
1.00 |
110.258 |
|
98.189 |
12.069 |
12.29 |
|
16.14 |
| |  |
 |
 |
 |
|
 |
Kadant |
213.971 |
8/12/24 |
-1.48 |
157.062 |
|
134.039 |
23.023 |
17.18 |
|
16.08 |
| |  |
 |
 |
 |
L |
 |
Alphabet A |
119.619 |
8/12/24 |
-0.84 |
102.208 |
|
81.629 |
20.580 |
25.21 |
|
15.58 |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
72.749 |
8/12/24 |
0.20 |
79.485 |
|
72.034 |
7.451 |
10.34 |
|
15.43 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
31.104 |
8/12/24 |
0.55 |
30.603 |
|
25.231 |
5.372 |
21.29 |
|
15.22 |
| |  |
 |
 |
 |
S |
 |
Cognizant |
53.909 |
8/12/24 |
-1.72 |
63.889 |
|
58.353 |
5.536 |
9.49 |
|
15.24 |
| |  |
 |
 |
 |
|
 |
Cadence |
196.532 |
8/12/24 |
-1.29 |
122.265 |
|
105.310 |
16.955 |
16.10 |
|
15.00 |
| |  |
 |
 |
 |
|
 |
Fastenal |
48.433 |
8/12/24 |
-1.02 |
44.349 |
|
36.883 |
7.467 |
20.24 |
|
14.81 |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
174.501 |
8/12/24 |
-0.32 |
184.473 |
|
162.594 |
21.879 |
13.46 |
|
14.71 |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
198.610 |
8/12/24 |
0.58 |
194.888 |
|
167.983 |
26.905 |
16.02 |
|
14.49 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
75.137 |
8/12/24 |
0.91 |
62.489 |
|
54.782 |
7.706 |
14.07 |
|
14.41 |
| |  |
 |
 |
 |
S |
 |
Molina Healthcare |
248.885 |
8/12/24 |
-0.15 |
213.528 |
|
175.176 |
38.352 |
21.89 |
|
14.44 |
| |  |
 |
 |
 |
|
 |
Baker Hughes |
25.908 |
8/12/24 |
0.23 |
19.215 |
|
14.612 |
4.603 |
31.50 |
|
14.24 |
| |  |
 |
 |
 |
|
 |
Regeneron |
826.318 |
8/12/24 |
-0.90 |
457.918 |
|
343.880 |
114.038 |
33.16 |
|
14.38 |
| |  |
 |
 |
 |
|
 |
General Dynamics |
214.634 |
8/12/24 |
-0.61 |
155.234 |
|
134.512 |
20.722 |
15.41 |
|
14.23 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
1/10/22 |
⇓ Δwk |
4/12/21 |
prc diff |
⇓ Δ39 |
|
∅-RS |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
120.842 |
8/12/24 |
-0.87 |
102.138 |
|
81.999 |
20.140 |
24.56 |
|
14.28 |
| |  |
 |
 |
 |
|
 |
Marriott |
158.234 |
8/12/24 |
-1.51 |
119.442 |
|
108.626 |
10.816 |
9.96 |
|
14.20 |
| |  |
 |
 |
 |
|
 |
MetLife |
51.484 |
8/12/24 |
-0.40 |
49.752 |
|
45.574 |
4.178 |
9.17 |
|
13.50 |
| |  |
 |
 |
 |
S |
 |
UPS |
92.030 |
8/12/24 |
-0.76 |
156.059 |
|
129.886 |
26.173 |
20.15 |
|
13.45 |
| |  |
 |
 |
 |
S |
 |
CSX |
24.692 |
8/12/24 |
-1.47 |
26.932 |
|
23.907 |
3.025 |
12.65 |
|
13.45 |
| |  |
 |
 |
 |
|
 |
American Express |
174.722 |
8/12/24 |
-0.34 |
128.058 |
|
107.332 |
20.726 |
19.31 |
|
13.36 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
50.246 |
8/12/24 |
-0.74 |
44.541 |
|
38.803 |
5.738 |
14.79 |
|
13.32 |
| |  |
 |
 |
 |
L |
 |
Oracle |
97.720 |
8/12/24 |
0.39 |
65.805 |
|
55.364 |
10.441 |
18.86 |
|
12.99 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
79.456 |
8/12/24 |
-0.84 |
99.696 |
|
88.036 |
11.660 |
13.24 |
|
12.82 |
| |  |
 |
 |
 |
L |
 |
California Water |
38.571 |
8/12/24 |
-0.42 |
48.779 |
|
42.418 |
6.361 |
15.00 |
|
12.54 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
51.064 |
8/12/24 |
-0.63 |
49.406 |
|
42.629 |
6.777 |
15.90 |
|
12.43 |
| |  |
 |
 |
 |
|
 |
Edison International |
60.742 |
8/12/24 |
0.52 |
48.381 |
|
43.523 |
4.858 |
11.16 |
|
12.27 |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
357.846 |
8/12/24 |
-0.97 |
294.215 |
|
241.356 |
52.859 |
21.90 |
|
11.99 |
| |  |
 |
 |
 |
S |
 |
Atlassian |
103.595 |
8/12/24 |
-0.62 |
230.687 |
|
167.765 |
62.922 |
37.51 |
|
12.15 |
| |  |
 |
 |
 |
|
 |
Lam Research |
597.680 |
8/12/24 |
0.37 |
489.626 |
|
472.958 |
16.668 |
3.52 |
|
11.86 |
| |  |
 |
 |
 |
L |
 |
Vertex |
342.375 |
8/12/24 |
-0.84 |
165.074 |
|
155.357 |
9.717 |
6.25 |
|
11.56 |
| |  |
 |
 |
 |
L |
 |
Moderna |
59.916 |
8/12/24 |
-4.29 |
172.253 |
|
101.389 |
70.863 |
69.89 |
|
11.54 |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
30.566 |
8/12/24 |
-1.43 |
45.226 |
|
41.952 |
3.274 |
7.80 |
|
11.16 |
| |  |
 |
 |
 |
L |
 |
General Motors |
31.687 |
8/12/24 |
-1.13 |
45.013 |
|
43.392 |
1.620 |
3.73 |
|
11.00 |
| |  |
 |
 |
 |
|
 |
Intuitive Surgical |
343.127 |
8/12/24 |
0.46 |
239.937 |
|
188.923 |
51.014 |
27.00 |
|
10.96 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
85.942 |
8/12/24 |
0.39 |
66.137 |
|
57.255 |
8.882 |
15.51 |
|
10.81 |
| |  |
 |
 |
 |
|
 |
Capital One |
97.381 |
8/12/24 |
-1.56 |
115.830 |
|
97.636 |
18.194 |
18.63 |
|
10.20 |
| |  |
 |
 |
 |
L |
 |
Southern |
64.272 |
8/12/24 |
0.46 |
50.511 |
|
45.742 |
4.770 |
10.43 |
|
10.22 |
| |  |
 |
 |
 |
L |
 |
The Trade Desk |
71.525 |
8/12/24 |
-2.28 |
59.702 |
|
51.339 |
8.363 |
16.29 |
|
10.29 |
| |  |
 |
 |
 |
L |
 |
Kirby |
85.876 |
8/12/24 |
-0.14 |
46.730 |
|
45.305 |
1.425 |
3.15 |
|
9.59 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
1/10/22 |
⇓ Δwk |
4/12/21 |
prc diff |
⇓ Δ39 |
|
∅-RS |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
174.818 |
8/12/24 |
-1.02 |
212.253 |
|
197.505 |
14.748 |
7.47 |
|
9.66 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
87.792 |
8/12/24 |
0.03 |
91.964 |
|
79.657 |
12.307 |
15.45 |
|
9.52 |
| |  |
 |
 |
 |
L |
 |
PSEG |
59.341 |
8/12/24 |
0.81 |
48.838 |
|
44.578 |
4.260 |
9.56 |
|
9.49 |
| |  |
 |
 |
 |
|
 |
Keurig Dr Pepper |
25.650 |
8/12/24 |
0.69 |
27.500 |
|
25.813 |
1.687 |
6.54 |
|
9.44 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
151.976 |
8/12/24 |
0.19 |
123.326 |
|
113.427 |
9.900 |
8.73 |
|
9.25 |
| |  |
 |
 |
 |
L |
 |
Verisk Analytics |
193.377 |
8/12/24 |
-0.67 |
152.337 |
|
132.737 |
19.600 |
14.77 |
|
9.32 |
| |  |
 |
 |
 |
L |
 |
Altria |
37.082 |
8/12/24 |
-0.24 |
37.251 |
|
37.639 |
-0.388 |
-1.03 |
|
8.96 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
7.518 |
8/12/24 |
-4.49 |
39.603 |
|
39.785 |
-0.182 |
-0.46 |
|
8.88 |
| |  |
 |
 |
 |
L |
 |
DuPont |
57.734 |
8/12/24 |
-0.25 |
60.417 |
|
55.422 |
4.995 |
9.01 |
|
8.91 |
| |  |
 |
 |
 |
|
 |
Interface |
12.022 |
8/12/24 |
-0.79 |
11.012 |
|
9.222 |
1.789 |
19.40 |
|
8.73 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
85.566 |
8/12/24 |
0.07 |
73.913 |
|
66.470 |
7.443 |
11.20 |
|
8.60 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
154.585 |
8/12/24 |
-1.29 |
120.923 |
|
110.437 |
10.486 |
9.49 |
|
8.61 |
| |  |
 |
 |
 |
L |
 |
AEP |
71.599 |
8/12/24 |
-0.40 |
66.705 |
|
62.550 |
4.155 |
6.64 |
|
8.50 |
| |  |
 |
 |
 |
S |
 |
Baxter |
27.220 |
8/12/24 |
-0.59 |
63.616 |
|
61.488 |
2.128 |
3.46 |
|
8.45 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
83.642 |
8/12/24 |
-0.93 |
60.712 |
|
55.437 |
5.275 |
9.52 |
|
8.06 |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
53.799 |
8/12/24 |
-0.91 |
53.135 |
|
47.029 |
6.106 |
12.98 |
|
8.03 |
| |  |
 |
 |
 |
|
 |
Booking |
2,534.906 |
8/12/24 |
-0.11 |
1,788.419 |
|
1,752.165 |
36.254 |
2.07 |
|
7.59 |
| |  |
 |
 |
 |
|
 |
Cintas |
559.898 |
8/12/24 |
0.53 |
294.259 |
|
258.324 |
35.935 |
13.91 |
|
7.58 |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
40.332 |
8/12/24 |
0.46 |
58.840 |
|
55.466 |
3.374 |
6.08 |
|
7.43 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
57.182 |
8/12/24 |
0.15 |
62.127 |
|
56.470 |
5.658 |
10.02 |
|
7.31 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
74.650 |
8/12/24 |
-0.77 |
61.700 |
|
58.302 |
3.397 |
5.83 |
|
6.89 |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
83.561 |
8/12/24 |
0.62 |
77.068 |
|
71.016 |
6.052 |
8.52 |
|
6.88 |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
42.765 |
8/12/24 |
0.10 |
51.491 |
|
49.393 |
2.099 |
4.25 |
|
6.82 |
| |  |
 |
 |
 |
S |
 |
Potlatch |
30.117 |
8/12/24 |
-1.99 |
42.101 |
|
41.952 |
0.149 |
0.36 |
|
6.49 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
247.677 |
8/12/24 |
-0.66 |
163.364 |
|
167.961 |
-4.598 |
-2.74 |
|
6.39 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
1/10/22 |
⇓ Δwk |
4/12/21 |
prc diff |
⇓ Δ39 |
|
∅-RS |
| |  |
 |
 |
 |
L |
 |
Fox A |
28.620 |
8/12/24 |
-1.27 |
28.768 |
|
27.217 |
1.551 |
5.70 |
|
6.39 |
| |  |
 |
 |
 |
S |
 |
Xerox |
7.157 |
8/12/24 |
-2.51 |
17.461 |
|
18.132 |
-0.671 |
-3.70 |
|
6.17 |
| |  |
 |
 |
 |
|
 |
Energy Recovery |
12.235 |
8/12/24 |
-0.30 |
14.675 |
|
13.325 |
1.350 |
10.13 |
|
6.32 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
117.842 |
8/12/24 |
-0.46 |
127.579 |
|
117.565 |
10.014 |
8.52 |
|
6.17 |
| |  |
 |
 |
 |
L |
 |
AstraZeneca |
60.823 |
8/12/24 |
1.64 |
42.661 |
|
35.944 |
6.717 |
18.69 |
|
5.98 |
| |  |
 |
 |
 |
|
 |
Paccar |
67.935 |
8/12/24 |
-0.74 |
68.076 |
|
69.307 |
-1.231 |
-1.78 |
|
5.60 |
| |  |
 |
 |
 |
|
 |
Copart |
37.045 |
8/12/24 |
-1.43 |
25.077 |
|
21.512 |
3.564 |
16.57 |
|
5.69 |
| |  |
 |
 |
 |
L |
 |
American Water |
105.076 |
8/12/24 |
0.20 |
125.323 |
|
110.735 |
14.588 |
13.17 |
|
5.63 |
| |  |
 |
 |
 |
|
 |
DexCom |
52.531 |
8/12/24 |
2.16 |
85.194 |
|
70.396 |
14.798 |
21.02 |
|
5.61 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
34.686 |
8/12/24 |
0.73 |
47.983 |
|
45.596 |
2.387 |
5.24 |
|
5.07 |
| |  |
 |
 |
 |
L |
 |
Analog Devices |
156.317 |
8/12/24 |
0.36 |
125.596 |
|
116.176 |
9.420 |
8.11 |
|
4.99 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
380.290 |
8/12/24 |
-0.35 |
241.810 |
|
226.591 |
15.218 |
6.72 |
|
4.63 |
| |  |
 |
 |
 |
L |
 |
Walmart |
50.636 |
8/12/24 |
1.10 |
35.529 |
|
33.893 |
1.636 |
4.83 |
|
3.72 |
| |  |
 |
 |
 |
|
 |
Mastercard |
335.874 |
8/12/24 |
-0.24 |
268.226 |
|
276.268 |
-8.042 |
-2.91 |
|
3.62 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
75.969 |
8/12/24 |
-0.60 |
70.242 |
|
66.921 |
3.321 |
4.96 |
|
3.53 |
| |  |
 |
 |
 |
|
 |
Target |
99.519 |
8/12/24 |
-0.35 |
167.624 |
|
149.175 |
18.449 |
12.37 |
|
3.59 |
| |  |
 |
 |
 |
|
 |
Roper Technologies |
383.326 |
8/12/24 |
-1.27 |
334.356 |
|
309.586 |
24.769 |
8.00 |
|
2.78 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
410.480 |
8/12/24 |
0.97 |
267.740 |
|
282.093 |
-14.354 |
-5.09 |
|
2.64 |
| |  |
 |
 |
 |
|
 |
IBM |
139.659 |
8/12/24 |
-1.03 |
99.526 |
|
97.891 |
1.635 |
1.67 |
|
2.56 |
| |  |
 |
 |
 |
S |
 |
Monster Beverage |
33.824 |
8/12/24 |
-0.37 |
34.174 |
|
34.701 |
-0.527 |
-1.52 |
|
2.52 |
| |  |
 |
 |
 |
|
 |
Ryder System |
97.175 |
8/12/24 |
-1.29 |
57.351 |
|
56.768 |
0.583 |
1.03 |
|
2.44 |
| |  |
 |
 |
 |
|
 |
Landstar System |
136.438 |
8/12/24 |
-1.04 |
121.977 |
|
125.667 |
-3.690 |
-2.94 |
|
2.40 |
| |  |
 |
 |
 |
S |
 |
Sirius XM |
2.196 |
8/12/24 |
-5.10 |
4.614 |
|
4.531 |
0.083 |
1.83 |
|
2.22 |
| |  |
 |
 |
 |
|
 |
Ansys |
230.930 |
8/12/24 |
0.69 |
267.688 |
|
266.885 |
0.803 |
0.30 |
|
2.27 |
| |  |
 |
 |
 |
|
 |
Nike |
55.015 |
8/12/24 |
0.40 |
110.884 |
|
99.382 |
11.503 |
11.57 |
|
2.25 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
1/10/22 |
⇓ Δwk |
4/12/21 |
prc diff |
⇓ Δ39 |
|
∅-RS |
| |  |
 |
 |
 |
S |
 |
Workday |
155.204 |
8/12/24 |
-0.65 |
185.969 |
|
188.748 |
-2.779 |
-1.47 |
|
1.70 |
| |  |
 |
 |
 |
L |
 |
Amgen |
235.861 |
8/12/24 |
-0.77 |
169.798 |
|
181.061 |
-11.262 |
-6.22 |
|
1.34 |
| |  |
 |
 |
 |
S |
 |
Intel |
14.270 |
8/12/24 |
-1.78 |
40.693 |
|
47.571 |
-6.877 |
-14.46 |
|
0.76 |
| |  |
 |
 |
 |
L |
 |
Ormat Technologies |
52.855 |
8/12/24 |
-1.10 |
55.693 |
|
54.666 |
1.027 |
1.88 |
|
0.82 |
| |  |
 |
 |
 |
S |
 |
Kraft Heinz |
25.186 |
8/12/24 |
-3.12 |
27.537 |
|
29.602 |
-2.065 |
-6.98 |
|
0.25 |
| |  |
 |
 |
 |
L |
 |
eBay |
41.136 |
8/12/24 |
-1.26 |
47.592 |
|
45.560 |
2.033 |
4.46 |
|
-0.13 |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
141.561 |
8/12/24 |
-0.08 |
134.854 |
|
139.959 |
-5.106 |
-3.65 |
|
-0.32 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
145.047 |
8/12/24 |
-0.73 |
157.334 |
|
166.267 |
-8.932 |
-5.37 |
|
-0.45 |
| |  |
 |
 |
 |
|
 |
Netflix |
466.667 |
8/12/24 |
-0.13 |
397.906 |
|
402.051 |
-4.146 |
-1.03 |
|
-0.77 |
| |  |
 |
 |
 |
|
 |
Verizon |
29.873 |
8/12/24 |
-0.54 |
39.706 |
|
41.850 |
-2.145 |
-5.12 |
|
-1.03 |
| |  |
 |
 |
 |
|
 |
General Electric |
122.994 |
8/12/24 |
-0.16 |
73.279 |
|
79.075 |
-5.796 |
-7.33 |
|
-1.15 |
| |  |
 |
 |
 |
|
 |
Fiserv |
118.741 |
8/12/24 |
-0.30 |
79.419 |
|
90.283 |
-10.864 |
-12.03 |
|
-1.46 |
| |  |
 |
 |
 |
|
 |
Airbnb |
83.746 |
8/12/24 |
-1.27 |
118.454 |
|
128.366 |
-9.912 |
-7.72 |
|
-1.43 |
| |  |
 |
 |
 |
|
 |
Amazon.com |
122.943 |
8/12/24 |
-0.08 |
119.026 |
|
122.896 |
-3.870 |
-3.15 |
|
-1.53 |
| |  |
 |
 |
 |
S |
 |
FedEx |
205.752 |
8/12/24 |
0.63 |
189.095 |
|
211.499 |
-22.405 |
-10.59 |
|
-1.75 |
| |  |
 |
 |
 |
|
 |
Dow |
38.490 |
8/12/24 |
-0.84 |
43.045 |
|
46.396 |
-3.351 |
-7.22 |
|
-2.61 |
| |  |
 |
 |
 |
|
 |
IDEXX Labs |
353.741 |
8/12/24 |
-0.60 |
411.762 |
|
368.340 |
43.423 |
11.79 |
|
-2.55 |
| |  |
 |
 |
 |
|
 |
Citigroup |
42.632 |
8/12/24 |
|
48.669 |
|
52.869 |
-4.201 |
-7.95 |
|
-2.92 |
| |  |
 |
 |
 |
|
 |
Visa |
191.556 |
8/12/24 |
0.05 |
156.236 |
|
161.081 |
-4.845 |
-3.01 |
|
-2.89 |
| |  |
 |
 |
 |
|
 |
Adobe |
391.331 |
8/12/24 |
-1.00 |
387.572 |
|
368.049 |
19.523 |
5.30 |
|
-2.95 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
28.790 |
8/12/24 |
-0.61 |
29.947 |
|
35.508 |
-5.561 |
-15.66 |
|
-3.23 |
| |  |
 |
 |
 |
L |
 |
AT&T |
14.321 |
8/12/24 |
-0.31 |
19.503 |
|
21.791 |
-2.288 |
-10.50 |
|
-3.45 |
| |  |
 |
 |
 |
|
 |
United Airlines |
29.792 |
8/12/24 |
-2.51 |
34.333 |
|
40.847 |
-6.514 |
-15.95 |
|
-3.55 |
| |  |
 |
 |
 |
L |
 |
LTC Properties |
26.461 |
8/12/24 |
-0.22 |
26.203 |
|
31.493 |
-5.290 |
-16.80 |
|
-3.61 |
| |  |
 |
 |
 |
|
 |
Starbucks |
56.776 |
8/12/24 |
2.58 |
78.151 |
|
82.777 |
-4.626 |
-5.59 |
|
-3.88 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
1/10/22 |
⇓ Δwk |
4/12/21 |
prc diff |
⇓ Δ39 |
|
∅-RS |
| |  |
 |
 |
 |
L |
 |
3M |
90.925 |
8/12/24 |
-0.65 |
130.763 |
|
143.887 |
-13.124 |
-9.12 |
|
-3.96 |
| |  |
 |
 |
 |
|
 |
Boeing |
120.975 |
8/12/24 |
-2.25 |
154.275 |
|
181.482 |
-27.207 |
-14.99 |
|
-4.96 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
185.232 |
8/12/24 |
-0.48 |
169.253 |
|
166.383 |
2.870 |
1.72 |
|
-4.84 |
| |  |
 |
 |
 |
L |
 |
First Solar |
161.587 |
8/12/24 |
3.51 |
62.135 |
|
57.277 |
4.858 |
8.48 |
|
-4.80 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
7.083 |
8/12/24 |
-2.54 |
13.849 |
|
16.663 |
-2.814 |
-16.88 |
|
-5.47 |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
25.495 |
8/12/24 |
-0.26 |
40.612 |
|
51.858 |
-11.246 |
-21.69 |
|
-5.74 |
| |  |
 |
 |
 |
|
 |
Electronic Arts |
107.545 |
8/12/24 |
-0.47 |
95.008 |
|
102.880 |
-7.872 |
-7.65 |
|
-5.70 |
| |  |
 |
 |
 |
S |
 |
Comcast |
28.399 |
8/12/24 |
-1.41 |
37.237 |
|
38.781 |
-1.544 |
-3.98 |
|
-6.24 |
| |  |
 |
 |
 |
|
 |
Deckers Outdoor |
676.849 |
8/12/24 |
3.15 |
244.492 |
|
251.611 |
-7.119 |
-2.83 |
|
-7.01 |
| |  |
 |
 |
 |
|
 |
Warner Bros. Disc |
4.946 |
8/12/24 |
-4.55 |
21.073 |
|
29.369 |
-8.297 |
-28.25 |
|
-8.01 |
| |  |
 |
 |
 |
L |
 |
AES |
12.316 |
8/12/24 |
0.30 |
16.923 |
|
20.132 |
-3.209 |
-15.94 |
|
-7.90 |
| |  |
 |
 |
 |
|
 |
Autodesk |
176.579 |
8/12/24 |
-0.36 |
193.399 |
|
214.198 |
-20.799 |
-9.71 |
|
-8.60 |
| |  |
 |
 |
 |
S |
 |
Align Technology |
157.415 |
8/12/24 |
-0.63 |
404.583 |
|
437.203 |
-32.620 |
-7.46 |
|
-9.02 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
51.049 |
8/12/24 |
1.05 |
31.399 |
|
43.232 |
-11.833 |
-27.37 |
|
-9.35 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
63.351 |
8/12/24 |
-0.30 |
115.425 |
|
135.639 |
-20.214 |
-14.90 |
|
-9.35 |
| |  |
 |
 |
 |
L |
 |
Charter Comm |
258.534 |
8/12/24 |
-3.75 |
446.242 |
|
450.433 |
-4.191 |
-0.93 |
|
-9.68 |
| |  |
 |
 |
 |
|
 |
Steelcase |
9.059 |
8/12/24 |
-1.76 |
8.756 |
|
10.357 |
-1.601 |
-15.46 |
|
-10.97 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
18.707 |
8/12/24 |
0.20 |
33.345 |
|
45.574 |
-12.229 |
-26.83 |
|
-11.62 |
| |  |
 |
 |
 |
|
 |
Ross Stores |
103.683 |
8/12/24 |
0.74 |
76.006 |
|
93.098 |
-17.091 |
-18.36 |
|
-11.60 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
59.842 |
8/12/24 |
-1.04 |
77.849 |
|
88.581 |
-10.732 |
-12.12 |
|
-11.70 |
| |  |
 |
 |
 |
|
 |
MillerKnoll |
20.004 |
8/12/24 |
-3.49 |
26.321 |
|
31.922 |
-5.602 |
-17.55 |
|
-11.96 |
| |  |
 |
 |
 |
S |
 |
Illumina |
91.794 |
8/12/24 |
0.79 |
267.025 |
|
290.196 |
-23.171 |
-7.98 |
|
-12.51 |
| |  |
 |
 |
 |
L |
 |
Enphase Energy |
80.421 |
8/12/24 |
1.16 |
108.445 |
|
110.459 |
-2.014 |
-1.82 |
|
-12.27 |
| |  |
 |
 |
 |
|
 |
Encompass Health |
64.022 |
8/12/24 |
1.33 |
48.049 |
|
59.037 |
-10.988 |
-18.61 |
|
-13.45 |
| |  |
 |
 |
 |
L |
 |
Hannon Armstrong SIC |
22.267 |
8/12/24 |
-1.63 |
35.298 |
|
38.963 |
-3.665 |
-9.41 |
|
-13.57 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
1/10/22 |
⇓ Δwk |
4/12/21 |
prc diff |
⇓ Δ39 |
|
∅-RS |
| |  |
 |
 |
 |
|
 |
CrowdStrike |
176.410 |
8/12/24 |
-0.65 |
141.885 |
|
148.367 |
-6.482 |
-4.37 |
|
-14.14 |
| |  |
 |
 |
 |
S |
 |
CoStar |
53.091 |
8/12/24 |
-2.50 |
52.708 |
|
64.549 |
-11.842 |
-18.35 |
|
-15.00 |
| |  |
 |
 |
 |
L |
 |
Adtalem |
52.671 |
8/12/24 |
-0.85 |
22.267 |
|
28.635 |
-6.368 |
-22.24 |
|
-15.96 |
| |  |
 |
 |
 |
L |
 |
Biogen |
148.180 |
8/12/24 |
-0.48 |
173.439 |
|
191.141 |
-17.702 |
-9.26 |
|
-15.97 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
143.691 |
8/12/24 |
0.39 |
77.937 |
|
95.105 |
-17.168 |
-18.05 |
|
-16.90 |
| |  |
 |
 |
 |
L |
 |
Take-Two Interactive |
108.563 |
8/12/24 |
1.71 |
105.393 |
|
132.926 |
-27.533 |
-20.71 |
|
-16.94 |
| |  |
 |
 |
 |
|
 |
DoorDash |
91.426 |
8/12/24 |
0.19 |
98.362 |
|
107.521 |
-9.159 |
-8.52 |
|
-19.88 |
| |  |
 |
 |
 |
L |
 |
Bloom Energy |
8.211 |
8/12/24 |
-3.05 |
14.100 |
|
17.536 |
-3.436 |
-19.59 |
|
-21.09 |
| |  |
 |
 |
 |
L |
 |
Plug Power |
1.437 |
8/12/24 |
-1.02 |
18.242 |
|
21.587 |
-3.345 |
-15.49 |
|
-21.81 |
| |  |
 |
 |
 |
|
 |
PayPal |
46.774 |
8/12/24 |
-1.95 |
134.846 |
|
195.673 |
-60.826 |
-31.09 |
|
-25.52 |
| |  |
 |
 |
 |
L |
 |
SunPower |
0.147 |
8/12/24 |
-4.76 |
14.461 |
|
20.511 |
-6.049 |
-29.49 |
|
-25.73 |
| |  |
 |
 |
 |
L |
 |
Array Tech |
5.182 |
8/12/24 |
-0.99 |
10.326 |
|
21.507 |
-11.181 |
-51.99 |
|
-31.13 |
| |  |
 |
 |
 |
L |
 |
Sunnova Energy |
4.879 |
8/12/24 |
-4.47 |
17.601 |
|
26.118 |
-8.517 |
-32.61 |
|
-32.07 |
| |  |
 |
 |
 |
L |
 |
Sunrun |
12.773 |
8/12/24 |
-3.13 |
23.232 |
|
36.955 |
-13.723 |
-37.13 |
|
-35.86 |
| |  |
 |
 |
 |
|
 |
FuelCell Energy |
0.325 |
8/12/24 |
-1.61 |
3.663 |
|
8.284 |
-4.621 |
-55.78 |
|
-42.72 |
| |  |
 |
 |
 |
|
 |
Altus Power |
2.167 |
8/12/24 |
-6.96 |
6.840 |
|
7.346 |
-0.506 |
-6.89 |
|
-na- |
| |  |
 |
 |
 |
|
 |
Constellation Energy |
138.075 |
8/12/24 |
-1.16 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
GE HealthCare |
60.712 |
8/12/24 |
-1.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
GlobalFoundries |
31.863 |
8/12/24 |
-1.05 |
44.047 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
S |
 |
Shoals Technologies |
3.781 |
8/12/24 |
0.20 |
15.869 |
|
24.525 |
-8.656 |
-35.30 |
|
-na- |
| USA - 216 out of 219 instruments rated - 1/10/22 / 4/12/21 - 145 did rise, Market-Ratio(39) in GBP = 67.13 % |
| 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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