| | Sat, Dec 6th, 2025, 9:10UTC |
| | |
Assessment - United States in Pound sterling - 2/07/22 - RS = 39
⇐
| |
|
instrument |
freshest |
⇓ Δday |
2/07/22 |
⇓ Δwk |
5/10/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 500 |
3,947.476 |
8/12/24 |
|
3,311.878 |
|
2,960.226 |
351.652 |
11.88 |
|
5.33 |
| |  |
 |
 |
 |
L |
 |
3M |
91.116 |
8/12/24 |
-0.65 |
119.043 |
|
146.533 |
-27.490 |
-18.76 |
|
-12.81 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
79.623 |
8/12/24 |
-0.84 |
94.580 |
|
84.062 |
10.518 |
12.51 |
|
6.05 |
| |  |
 |
 |
 |
|
 |
AbbVie |
140.471 |
8/12/24 |
0.13 |
105.276 |
|
82.140 |
23.136 |
28.17 |
|
26.05 |
| |  |
 |
 |
 |
|
 |
Adobe |
392.156 |
8/12/24 |
-1.00 |
374.554 |
|
338.808 |
35.747 |
10.55 |
|
-7.16 |
| |  |
 |
 |
 |
L |
 |
Adtalem |
52.782 |
8/12/24 |
-0.85 |
20.903 |
|
26.348 |
-5.445 |
-20.67 |
|
-19.64 |
| |  |
 |
 |
 |
L |
 |
AES |
12.342 |
8/12/24 |
0.30 |
16.102 |
|
18.185 |
-2.083 |
-11.45 |
|
-11.47 |
| |  |
 |
 |
 |
|
 |
Airbnb |
83.922 |
8/12/24 |
-1.27 |
116.636 |
|
103.703 |
12.932 |
12.47 |
|
-2.30 |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
25.549 |
8/12/24 |
-0.26 |
40.890 |
|
47.417 |
-6.527 |
-13.76 |
|
-5.54 |
| |  |
 |
 |
 |
L |
 |
Alphabet A |
119.871 |
8/12/24 |
-0.84 |
102.817 |
|
80.987 |
21.830 |
26.96 |
|
12.27 |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
121.097 |
8/12/24 |
-0.87 |
102.622 |
|
82.750 |
19.873 |
24.02 |
|
10.89 |
| |  |
 |
 |
 |
L |
 |
Altria |
37.160 |
8/12/24 |
-0.24 |
37.219 |
|
35.819 |
1.400 |
3.91 |
|
7.09 |
| |  |
 |
 |
 |
|
 |
Altus Power |
2.172 |
8/12/24 |
-6.96 |
4.890 |
|
7.018 |
-2.128 |
-30.33 |
|
-31.55 |
| |  |
 |
 |
 |
|
 |
Amazon.com |
123.202 |
8/12/24 |
-0.08 |
116.655 |
|
112.746 |
3.908 |
3.47 |
|
-3.22 |
| |  |
 |
 |
 |
|
 |
AMD |
101.021 |
8/12/24 |
1.86 |
91.345 |
|
53.707 |
37.638 |
70.08 |
|
27.13 |
| |  |
 |
 |
 |
L |
 |
AEP |
71.750 |
8/12/24 |
-0.40 |
66.336 |
|
61.884 |
4.451 |
7.19 |
|
6.94 |
| |  |
 |
 |
 |
|
 |
AIG |
52.893 |
8/12/24 |
-0.62 |
45.639 |
|
36.907 |
8.732 |
23.66 |
|
21.63 |
| |  |
 |
 |
 |
S |
 |
Align Technology |
157.747 |
8/12/24 |
-0.63 |
369.473 |
|
391.900 |
-22.427 |
-5.72 |
|
-16.38 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
7.098 |
8/12/24 |
-2.54 |
12.763 |
|
15.595 |
-2.831 |
-18.16 |
|
-13.79 |
| |  |
 |
 |
 |
|
 |
American Express |
175.090 |
8/12/24 |
-0.34 |
138.765 |
|
112.149 |
26.616 |
23.73 |
|
19.25 |
| |  |
 |
 |
 |
L |
 |
American Water |
105.298 |
8/12/24 |
0.20 |
114.796 |
|
110.255 |
4.541 |
4.12 |
|
-3.46 |
| |  |
 |
 |
 |
L |
 |
Amgen |
236.359 |
8/12/24 |
-0.77 |
165.104 |
|
178.542 |
-13.439 |
-7.53 |
|
-1.04 |
| |  |
 |
 |
 |
L |
 |
Analog Devices |
156.647 |
8/12/24 |
0.36 |
118.785 |
|
106.573 |
12.212 |
11.46 |
|
-1.31 |
| |  |
 |
 |
 |
|
 |
Ansys |
231.417 |
8/12/24 |
0.69 |
243.545 |
|
228.404 |
15.141 |
6.63 |
|
-6.56 |
| |  |
 |
 |
 |
L |
 |
Apple |
160.672 |
8/12/24 |
0.71 |
126.792 |
|
89.653 |
37.139 |
41.43 |
|
22.62 |
| |
|
instrument |
freshest |
⇓ Δday |
2/07/22 |
⇓ Δwk |
5/10/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Applied Materials |
142.620 |
8/12/24 |
1.00 |
100.548 |
|
88.126 |
12.422 |
14.10 |
|
2.72 |
| |  |
 |
 |
 |
L |
 |
Array Tech |
5.193 |
8/12/24 |
-0.99 |
7.039 |
|
17.584 |
-10.545 |
-59.97 |
|
-48.54 |
| |  |
 |
 |
 |
L |
 |
AstraZeneca |
60.951 |
8/12/24 |
1.64 |
41.865 |
|
38.434 |
3.431 |
8.93 |
|
3.03 |
| |  |
 |
 |
 |
L |
 |
AT&T |
14.351 |
8/12/24 |
-0.31 |
17.671 |
|
23.062 |
-5.390 |
-23.37 |
|
-11.94 |
| |  |
 |
 |
 |
S |
 |
Atlassian |
103.813 |
8/12/24 |
-0.62 |
232.067 |
|
152.541 |
79.527 |
52.13 |
|
10.15 |
| |  |
 |
 |
 |
|
 |
Autodesk |
176.951 |
8/12/24 |
-0.36 |
177.623 |
|
195.102 |
-17.478 |
-8.96 |
|
-14.96 |
| |  |
 |
 |
 |
|
 |
Automatic Data |
191.391 |
8/12/24 |
-1.17 |
152.141 |
|
137.395 |
14.746 |
10.73 |
|
2.70 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
61.387 |
8/12/24 |
-4.43 |
138.070 |
|
58.181 |
79.890 |
137.31 |
|
97.71 |
| |  |
 |
 |
 |
|
 |
Baker Hughes |
25.963 |
8/12/24 |
0.23 |
20.334 |
|
17.408 |
2.927 |
16.81 |
|
18.95 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
28.193 |
8/12/24 |
-0.29 |
35.830 |
|
29.719 |
6.111 |
20.56 |
|
19.15 |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
46.733 |
8/12/24 |
-0.80 |
45.979 |
|
36.942 |
9.037 |
24.46 |
|
21.60 |
| |  |
 |
 |
 |
S |
 |
Baxter |
27.277 |
8/12/24 |
-0.59 |
64.164 |
|
61.128 |
3.036 |
4.97 |
|
8.73 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
317.895 |
8/12/24 |
-0.30 |
233.832 |
|
206.608 |
27.225 |
13.18 |
|
15.39 |
| |  |
 |
 |
 |
L |
 |
Biogen |
148.492 |
8/12/24 |
-0.48 |
163.457 |
|
194.791 |
-31.334 |
-16.09 |
|
-19.69 |
| |  |
 |
 |
 |
L |
 |
Bloom Energy |
8.228 |
8/12/24 |
-3.05 |
10.644 |
|
14.199 |
-3.555 |
-25.04 |
|
-36.73 |
| |  |
 |
 |
 |
|
 |
Boeing |
121.230 |
8/12/24 |
-2.25 |
156.528 |
|
164.626 |
-8.098 |
-4.92 |
|
-3.89 |
| |  |
 |
 |
 |
|
 |
Booking |
2,540.249 |
8/12/24 |
-0.11 |
1,834.031 |
|
1,599.475 |
234.557 |
14.66 |
|
9.00 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
34.759 |
8/12/24 |
0.73 |
48.889 |
|
45.869 |
3.020 |
6.58 |
|
7.03 |
| |  |
 |
 |
 |
|
 |
Broadcom |
109.774 |
8/12/24 |
0.24 |
434.036 |
|
308.219 |
125.816 |
40.82 |
|
19.20 |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
72.902 |
8/12/24 |
0.20 |
65.974 |
|
71.899 |
-5.925 |
-8.24 |
|
-5.12 |
| |  |
 |
 |
 |
|
 |
Cadence |
196.946 |
8/12/24 |
-1.29 |
108.370 |
|
87.738 |
20.633 |
23.52 |
|
0.67 |
| |  |
 |
 |
 |
L |
 |
California Water |
38.652 |
8/12/24 |
-0.42 |
43.918 |
|
40.759 |
3.159 |
7.75 |
|
0.27 |
| |  |
 |
 |
 |
|
 |
Capital One |
97.587 |
8/12/24 |
-1.56 |
112.396 |
|
112.036 |
0.360 |
0.32 |
|
3.53 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
248.199 |
8/12/24 |
-0.66 |
147.591 |
|
171.468 |
-23.877 |
-13.92 |
|
-4.92 |
| |  |
 |
 |
 |
|
 |
CDW |
156.661 |
8/12/24 |
-0.76 |
141.305 |
|
121.153 |
20.152 |
16.63 |
|
8.33 |
| |
|
instrument |
freshest |
⇓ Δday |
2/07/22 |
⇓ Δwk |
5/10/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Charter Comm |
259.079 |
8/12/24 |
-3.75 |
451.112 |
|
491.002 |
-39.890 |
-8.12 |
|
-8.32 |
| |  |
 |
 |
 |
|
 |
Chevron |
107.115 |
8/12/24 |
0.02 |
102.336 |
|
77.440 |
24.896 |
32.15 |
|
31.92 |
| |  |
 |
 |
 |
|
 |
Cintas |
561.078 |
8/12/24 |
0.53 |
280.580 |
|
254.958 |
25.622 |
10.05 |
|
1.08 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
33.135 |
8/12/24 |
-1.34 |
40.750 |
|
37.572 |
3.178 |
8.46 |
|
3.28 |
| |  |
 |
 |
 |
|
 |
Citigroup |
42.722 |
8/12/24 |
|
49.022 |
|
53.099 |
-4.077 |
-7.68 |
|
-2.63 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
50.352 |
8/12/24 |
-0.74 |
45.499 |
|
38.808 |
6.691 |
17.24 |
|
13.84 |
| |  |
 |
 |
 |
S |
 |
Cognizant |
54.023 |
8/12/24 |
-1.72 |
64.807 |
|
52.308 |
12.499 |
23.90 |
|
16.22 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
74.807 |
8/12/24 |
-0.77 |
59.917 |
|
58.944 |
0.973 |
1.65 |
|
3.46 |
| |  |
 |
 |
 |
S |
 |
Comcast |
28.459 |
8/12/24 |
-1.41 |
36.089 |
|
40.646 |
-4.557 |
-11.21 |
|
-9.29 |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
81.270 |
8/12/24 |
2.04 |
68.647 |
|
40.643 |
28.005 |
68.90 |
|
55.23 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
75.295 |
8/12/24 |
0.91 |
63.965 |
|
56.435 |
7.530 |
13.34 |
|
15.44 |
| |  |
 |
 |
 |
|
 |
Constellation Energy |
138.366 |
8/12/24 |
-1.16 |
34.028 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
Copart |
37.123 |
8/12/24 |
-1.43 |
23.640 |
|
21.752 |
1.887 |
8.68 |
|
-1.57 |
| |  |
 |
 |
 |
S |
 |
CoStar |
53.203 |
8/12/24 |
-2.50 |
51.260 |
|
59.348 |
-8.088 |
-13.63 |
|
-15.85 |
| |  |
 |
 |
 |
L |
 |
Costco |
637.850 |
8/12/24 |
1.01 |
381.047 |
|
269.616 |
111.431 |
41.33 |
|
24.18 |
| |  |
 |
 |
 |
|
 |
CrowdStrike |
176.781 |
8/12/24 |
-0.65 |
132.095 |
|
132.575 |
-0.480 |
-0.36 |
|
-18.62 |
| |  |
 |
 |
 |
S |
 |
CSX |
24.744 |
8/12/24 |
-1.47 |
24.855 |
|
24.303 |
0.551 |
2.27 |
|
3.42 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
41.222 |
8/12/24 |
-2.28 |
80.812 |
|
60.919 |
19.893 |
32.65 |
|
31.43 |
| |  |
 |
 |
 |
|
 |
Datadog |
82.844 |
8/12/24 |
-0.11 |
112.728 |
|
54.322 |
58.406 |
107.52 |
|
34.84 |
| |  |
 |
 |
 |
|
 |
Deckers Outdoor |
678.275 |
8/12/24 |
3.15 |
218.757 |
|
233.239 |
-14.482 |
-6.21 |
|
-17.02 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
28.851 |
8/12/24 |
-0.61 |
30.239 |
|
32.108 |
-1.869 |
-5.82 |
|
-2.46 |
| |  |
 |
 |
 |
|
 |
Devon Energy |
33.482 |
8/12/24 |
0.91 |
38.844 |
|
18.383 |
20.461 |
111.31 |
|
81.28 |
| |  |
 |
 |
 |
|
 |
DexCom |
52.641 |
8/12/24 |
2.16 |
77.714 |
|
60.550 |
17.164 |
28.35 |
|
-5.02 |
| |  |
 |
 |
 |
|
 |
Diamondback Energy |
148.677 |
8/12/24 |
0.76 |
96.154 |
|
58.492 |
37.662 |
64.39 |
|
50.84 |
| |  |
 |
 |
 |
S |
 |
Dollar Tree |
69.356 |
8/12/24 |
-1.21 |
100.246 |
|
82.013 |
18.233 |
22.23 |
|
26.52 |
| |
|
instrument |
freshest |
⇓ Δday |
2/07/22 |
⇓ Δwk |
5/10/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
40.417 |
8/12/24 |
0.46 |
59.215 |
|
56.159 |
3.056 |
5.44 |
|
7.34 |
| |  |
 |
 |
 |
|
 |
DoorDash |
91.618 |
8/12/24 |
0.19 |
72.318 |
|
85.130 |
-12.811 |
-15.05 |
|
-39.03 |
| |  |
 |
 |
 |
|
 |
Dow |
38.571 |
8/12/24 |
-0.84 |
44.251 |
|
48.576 |
-4.325 |
-8.90 |
|
-0.26 |
| |  |
 |
 |
 |
L |
 |
DuPont |
57.856 |
8/12/24 |
-0.25 |
55.692 |
|
57.728 |
-2.036 |
-3.53 |
|
0.33 |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
83.737 |
8/12/24 |
0.62 |
77.068 |
|
73.320 |
3.748 |
5.11 |
|
5.80 |
| |  |
 |
 |
 |
L |
 |
eBay |
41.222 |
8/12/24 |
-1.26 |
43.357 |
|
43.423 |
-0.066 |
-0.15 |
|
-9.80 |
| |  |
 |
 |
 |
|
 |
Edison International |
60.870 |
8/12/24 |
0.52 |
45.469 |
|
41.692 |
3.778 |
9.06 |
|
5.04 |
| |  |
 |
 |
 |
|
 |
Electronic Arts |
107.772 |
8/12/24 |
-0.47 |
100.748 |
|
99.406 |
1.342 |
1.35 |
|
0.58 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
653.221 |
8/12/24 |
-0.82 |
179.854 |
|
137.649 |
42.205 |
30.66 |
|
9.83 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
76.130 |
8/12/24 |
-0.60 |
70.716 |
|
67.411 |
3.305 |
4.90 |
|
3.00 |
| |  |
 |
 |
 |
|
 |
Encompass Health |
64.157 |
8/12/24 |
1.33 |
43.948 |
|
61.192 |
-17.244 |
-28.18 |
|
-19.21 |
| |  |
 |
 |
 |
|
 |
Energy Recovery |
12.261 |
8/12/24 |
-0.30 |
13.783 |
|
12.587 |
1.195 |
9.50 |
|
-2.88 |
| |  |
 |
 |
 |
L |
 |
Enphase Energy |
80.591 |
8/12/24 |
1.16 |
103.976 |
|
83.483 |
20.493 |
24.55 |
|
-13.69 |
| |  |
 |
 |
 |
|
 |
Exelon |
27.255 |
8/12/24 |
-0.54 |
32.233 |
|
31.465 |
0.768 |
2.44 |
|
-7.24 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
87.977 |
8/12/24 |
0.03 |
80.916 |
|
84.847 |
-3.931 |
-4.63 |
|
-5.73 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
87.896 |
8/12/24 |
0.13 |
60.855 |
|
44.229 |
16.626 |
37.59 |
|
40.09 |
| |  |
 |
 |
 |
|
 |
Fastenal |
48.535 |
8/12/24 |
-1.02 |
39.472 |
|
37.988 |
1.483 |
3.90 |
|
0.76 |
| |  |
 |
 |
 |
S |
 |
FedEx |
206.186 |
8/12/24 |
0.63 |
180.024 |
|
218.580 |
-38.557 |
-17.64 |
|
-6.62 |
| |  |
 |
 |
 |
L |
 |
First Solar |
161.928 |
8/12/24 |
3.51 |
51.511 |
|
51.021 |
0.490 |
0.96 |
|
-19.79 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
31.170 |
8/12/24 |
0.55 |
30.608 |
|
26.610 |
3.999 |
15.03 |
|
12.63 |
| |  |
 |
 |
 |
|
 |
Fiserv |
118.992 |
8/12/24 |
-0.30 |
78.213 |
|
82.090 |
-3.878 |
-4.72 |
|
-2.82 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
7.283 |
8/12/24 |
-2.38 |
13.207 |
|
8.276 |
4.930 |
59.57 |
|
24.27 |
| |  |
 |
 |
 |
S |
 |
Fortinet |
51.969 |
8/12/24 |
0.96 |
45.384 |
|
28.877 |
16.507 |
57.16 |
|
25.63 |
| |  |
 |
 |
 |
L |
 |
Fox A |
28.681 |
8/12/24 |
-1.27 |
29.995 |
|
27.444 |
2.552 |
9.30 |
|
8.76 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
30.697 |
8/12/24 |
1.24 |
28.732 |
|
30.207 |
-1.475 |
-4.88 |
|
6.61 |
| |
|
instrument |
freshest |
⇓ Δday |
2/07/22 |
⇓ Δwk |
5/10/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
FuelCell Energy |
0.326 |
8/12/24 |
-1.61 |
3.228 |
|
5.124 |
-1.896 |
-37.01 |
|
-43.90 |
| |  |
 |
 |
 |
|
 |
GE HealthCare |
60.840 |
8/12/24 |
-1.24 |
|
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
|
 |
General Dynamics |
215.086 |
8/12/24 |
-0.61 |
156.676 |
|
138.002 |
18.674 |
13.53 |
|
12.19 |
| |  |
 |
 |
 |
|
 |
General Electric |
123.254 |
8/12/24 |
-0.16 |
73.781 |
|
75.821 |
-2.041 |
-2.69 |
|
-1.36 |
| |  |
 |
 |
 |
L |
 |
General Motors |
31.753 |
8/12/24 |
-1.13 |
37.455 |
|
40.851 |
-3.395 |
-8.31 |
|
-8.63 |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
53.912 |
8/12/24 |
-0.91 |
47.094 |
|
47.692 |
-0.598 |
-1.25 |
|
-4.90 |
| |  |
 |
 |
 |
|
 |
GlobalFoundries |
31.931 |
8/12/24 |
-1.05 |
40.247 |
|
|
|
|
|
-na- |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
358.600 |
8/12/24 |
-0.97 |
271.923 |
|
260.569 |
11.354 |
4.36 |
|
1.29 |
| |  |
 |
 |
 |
L |
 |
Hannon Armstrong SIC |
22.314 |
8/12/24 |
-1.63 |
30.793 |
|
34.151 |
-3.358 |
-9.83 |
|
-22.18 |
| |  |
 |
 |
 |
S |
 |
Halliburton |
23.178 |
8/12/24 |
1.23 |
24.013 |
|
16.072 |
7.941 |
49.41 |
|
47.65 |
| |  |
 |
 |
 |
L |
 |
HP |
24.951 |
8/12/24 |
0.72 |
27.691 |
|
24.913 |
2.777 |
11.15 |
|
22.31 |
| |  |
 |
 |
 |
|
 |
Home Depot |
255.422 |
8/12/24 |
-0.81 |
263.946 |
|
241.091 |
22.855 |
9.48 |
|
9.74 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
145.353 |
8/12/24 |
-0.73 |
142.170 |
|
163.220 |
-21.050 |
-12.90 |
|
-10.34 |
| |  |
 |
 |
 |
|
 |
IBM |
139.954 |
8/12/24 |
-1.03 |
101.368 |
|
103.307 |
-1.939 |
-1.88 |
|
3.83 |
| |  |
 |
 |
 |
|
 |
IDEXX Labs |
354.486 |
8/12/24 |
-0.60 |
382.428 |
|
371.234 |
11.194 |
3.02 |
|
-10.03 |
| |  |
 |
 |
 |
S |
 |
Illumina |
91.988 |
8/12/24 |
0.79 |
262.890 |
|
268.895 |
-6.005 |
-2.23 |
|
-13.32 |
| |  |
 |
 |
 |
S |
 |
Intel |
14.300 |
8/12/24 |
-1.78 |
35.587 |
|
39.558 |
-3.971 |
-10.04 |
|
-11.62 |
| |  |
 |
 |
 |
|
 |
Interface |
12.047 |
8/12/24 |
-0.79 |
9.757 |
|
9.916 |
-0.159 |
-1.60 |
|
-6.05 |
| |  |
 |
 |
 |
|
 |
Intuit |
463.418 |
8/12/24 |
-0.44 |
402.755 |
|
277.433 |
125.322 |
45.17 |
|
12.12 |
| |  |
 |
 |
 |
|
 |
Intuitive Surgical |
343.850 |
8/12/24 |
0.46 |
210.426 |
|
196.664 |
13.762 |
7.00 |
|
-3.86 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
120.225 |
8/12/24 |
-0.20 |
137.797 |
|
127.549 |
10.248 |
8.03 |
|
8.75 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
152.296 |
8/12/24 |
0.19 |
113.061 |
|
113.944 |
-0.884 |
-0.78 |
|
-1.02 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
118.091 |
8/12/24 |
-0.46 |
126.348 |
|
120.340 |
6.008 |
4.99 |
|
4.76 |
| |  |
 |
 |
 |
|
 |
Kadant |
214.422 |
8/12/24 |
-1.48 |
150.250 |
|
128.624 |
21.626 |
16.81 |
|
7.79 |
| |  |
 |
 |
 |
|
 |
Keurig Dr Pepper |
25.704 |
8/12/24 |
0.69 |
28.489 |
|
25.712 |
2.777 |
10.80 |
|
11.81 |
| |
|
instrument |
freshest |
⇓ Δday |
2/07/22 |
⇓ Δwk |
5/10/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Kirby |
86.057 |
8/12/24 |
-0.14 |
47.205 |
|
47.487 |
-0.282 |
-0.59 |
|
9.25 |
| |  |
 |
 |
 |
|
 |
KLA-Tencor |
559.535 |
8/12/24 |
1.44 |
277.426 |
|
211.958 |
65.468 |
30.89 |
|
11.85 |
| |  |
 |
 |
 |
S |
 |
Kraft Heinz |
25.239 |
8/12/24 |
-3.12 |
25.645 |
|
30.829 |
-5.184 |
-16.82 |
|
-7.55 |
| |  |
 |
 |
 |
|
 |
Lam Research |
598.940 |
8/12/24 |
0.37 |
422.026 |
|
414.481 |
7.545 |
1.82 |
|
-5.11 |
| |  |
 |
 |
 |
|
 |
Landstar System |
136.726 |
8/12/24 |
-1.04 |
113.386 |
|
127.585 |
-14.199 |
-11.13 |
|
-5.74 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
411.345 |
8/12/24 |
0.97 |
289.687 |
|
277.857 |
11.830 |
4.26 |
|
10.13 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
170.673 |
8/12/24 |
-2.02 |
167.682 |
|
149.346 |
18.336 |
12.28 |
|
12.64 |
| |  |
 |
 |
 |
L |
 |
LTC Properties |
26.516 |
8/12/24 |
-0.22 |
24.818 |
|
28.885 |
-4.068 |
-14.08 |
|
-8.02 |
| |  |
 |
 |
 |
|
 |
Marriott |
158.567 |
8/12/24 |
-1.51 |
122.641 |
|
99.413 |
23.227 |
23.36 |
|
14.78 |
| |  |
 |
 |
 |
|
 |
Marsh & McLennan |
160.539 |
8/12/24 |
-1.23 |
113.245 |
|
97.385 |
15.860 |
16.29 |
|
8.49 |
| |  |
 |
 |
 |
|
 |
Marvell Tech |
44.694 |
8/12/24 |
-0.08 |
52.863 |
|
31.324 |
21.539 |
68.76 |
|
25.34 |
| |  |
 |
 |
 |
|
 |
Mastercard |
336.582 |
8/12/24 |
-0.24 |
277.817 |
|
258.915 |
18.902 |
7.30 |
|
6.38 |
| |  |
 |
 |
 |
|
 |
Matson |
96.117 |
8/12/24 |
0.73 |
67.407 |
|
45.501 |
21.905 |
48.14 |
|
24.43 |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
199.029 |
8/12/24 |
0.58 |
191.931 |
|
167.580 |
24.350 |
14.53 |
|
10.96 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
59.969 |
8/12/24 |
-1.04 |
75.332 |
|
89.688 |
-14.356 |
-16.01 |
|
-13.93 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
83.819 |
8/12/24 |
-0.93 |
57.302 |
|
55.248 |
2.055 |
3.72 |
|
2.00 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
381.091 |
8/12/24 |
-0.35 |
166.123 |
|
216.248 |
-50.125 |
-23.18 |
|
-29.37 |
| |  |
 |
 |
 |
|
 |
MetLife |
51.593 |
8/12/24 |
-0.40 |
50.869 |
|
46.979 |
3.890 |
8.28 |
|
13.26 |
| |  |
 |
 |
 |
L |
 |
Micron Technology |
69.903 |
8/12/24 |
1.68 |
59.732 |
|
57.142 |
2.590 |
4.53 |
|
1.56 |
| |  |
 |
 |
 |
|
 |
Microsoft |
300.478 |
8/12/24 |
0.19 |
222.288 |
|
174.698 |
47.590 |
27.24 |
|
9.67 |
| |  |
 |
 |
 |
|
 |
MillerKnoll |
20.046 |
8/12/24 |
-3.49 |
27.669 |
|
31.939 |
-4.270 |
-13.37 |
|
-7.97 |
| |  |
 |
 |
 |
L |
 |
Moderna |
60.042 |
8/12/24 |
-4.29 |
118.379 |
|
112.057 |
6.321 |
5.64 |
|
-25.80 |
| |  |
 |
 |
 |
S |
 |
Molina Healthcare |
249.410 |
8/12/24 |
-0.15 |
219.961 |
|
189.935 |
30.026 |
15.81 |
|
15.63 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
51.172 |
8/12/24 |
-0.63 |
49.842 |
|
43.869 |
5.973 |
13.62 |
|
11.89 |
| |  |
 |
 |
 |
S |
 |
MongoDB |
171.633 |
8/12/24 |
-1.08 |
301.232 |
|
179.793 |
121.438 |
67.54 |
|
9.51 |
| |
|
instrument |
freshest |
⇓ Δday |
2/07/22 |
⇓ Δwk |
5/10/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
S |
 |
Monster Beverage |
33.895 |
8/12/24 |
-0.37 |
31.221 |
|
32.370 |
-1.148 |
-3.55 |
|
-6.31 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
70.051 |
8/12/24 |
0.13 |
77.695 |
|
61.114 |
16.582 |
27.13 |
|
16.33 |
| |  |
 |
 |
 |
|
 |
Netflix |
467.650 |
8/12/24 |
-0.13 |
296.999 |
|
343.974 |
-46.975 |
-13.66 |
|
-25.19 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
57.302 |
8/12/24 |
0.15 |
55.899 |
|
52.866 |
3.033 |
5.74 |
|
-3.43 |
| |  |
 |
 |
 |
|
 |
Nike |
55.131 |
8/12/24 |
0.40 |
107.203 |
|
96.402 |
10.801 |
11.20 |
|
-1.62 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
175.186 |
8/12/24 |
-1.02 |
195.025 |
|
205.209 |
-10.183 |
-4.96 |
|
-0.25 |
| |  |
 |
 |
 |
L |
 |
NVidia |
80.524 |
8/12/24 |
4.08 |
18.265 |
|
10.083 |
8.182 |
81.15 |
|
32.04 |
| |  |
 |
 |
 |
|
 |
O'Reilly |
828.045 |
8/12/24 |
-0.30 |
468.308 |
|
397.533 |
70.775 |
17.80 |
|
12.46 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
140.796 |
8/12/24 |
-1.35 |
112.968 |
|
95.459 |
17.509 |
18.34 |
|
12.90 |
| |  |
 |
 |
 |
|
 |
ON Semiconductor |
51.977 |
8/12/24 |
-1.30 |
45.987 |
|
26.164 |
19.822 |
75.76 |
|
40.87 |
| |  |
 |
 |
 |
L |
 |
Oracle |
97.926 |
8/12/24 |
0.39 |
59.644 |
|
56.647 |
2.997 |
5.29 |
|
-0.40 |
| |  |
 |
 |
 |
L |
 |
Ormat Technologies |
52.966 |
8/12/24 |
-1.10 |
49.606 |
|
46.738 |
2.868 |
6.14 |
|
-7.87 |
| |  |
 |
 |
 |
|
 |
Paccar |
68.079 |
8/12/24 |
-0.74 |
69.652 |
|
67.658 |
1.994 |
2.95 |
|
7.83 |
| |  |
 |
 |
 |
|
 |
Palo Alto Networks |
244.557 |
8/12/24 |
-0.11 |
125.807 |
|
80.415 |
45.392 |
56.45 |
|
25.26 |
| |  |
 |
 |
 |
|
 |
Paychex |
91.404 |
8/12/24 |
-0.57 |
88.612 |
|
70.987 |
17.625 |
24.83 |
|
11.87 |
| |  |
 |
 |
 |
|
 |
PayPal |
46.873 |
8/12/24 |
-1.95 |
89.676 |
|
172.189 |
-82.513 |
-47.92 |
|
-48.98 |
| |  |
 |
 |
 |
|
 |
PepsiCo |
126.614 |
8/12/24 |
-0.56 |
126.902 |
|
103.696 |
23.206 |
22.38 |
|
14.59 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
21.014 |
8/12/24 |
-0.35 |
39.339 |
|
28.172 |
11.167 |
39.64 |
|
26.97 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
85.746 |
8/12/24 |
0.07 |
76.506 |
|
69.305 |
7.201 |
10.39 |
|
10.33 |
| |  |
 |
 |
 |
L |
 |
Plug Power |
1.440 |
8/12/24 |
-1.02 |
15.851 |
|
14.185 |
1.666 |
11.75 |
|
-27.50 |
| |  |
 |
 |
 |
S |
 |
Potlatch |
30.180 |
8/12/24 |
-1.99 |
39.206 |
|
44.752 |
-5.546 |
-12.39 |
|
-1.59 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
123.209 |
8/12/24 |
-2.19 |
118.416 |
|
97.300 |
21.116 |
21.70 |
|
15.65 |
| |  |
 |
 |
 |
L |
 |
PSEG |
59.466 |
8/12/24 |
0.81 |
49.332 |
|
44.724 |
4.609 |
10.30 |
|
9.52 |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
120.314 |
8/12/24 |
-0.97 |
129.325 |
|
91.130 |
38.195 |
41.91 |
|
22.66 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
86.123 |
8/12/24 |
0.39 |
69.452 |
|
60.103 |
9.349 |
15.56 |
|
13.69 |
| |
|
instrument |
freshest |
⇓ Δday |
2/07/22 |
⇓ Δwk |
5/10/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Regeneron |
828.060 |
8/12/24 |
-0.90 |
459.688 |
|
355.035 |
104.653 |
29.48 |
|
13.30 |
| |  |
 |
 |
 |
|
 |
Roper Technologies |
384.134 |
8/12/24 |
-1.27 |
327.371 |
|
314.085 |
13.286 |
4.23 |
|
0.07 |
| |  |
 |
 |
 |
|
 |
Ross Stores |
103.902 |
8/12/24 |
0.74 |
68.950 |
|
92.558 |
-23.607 |
-25.51 |
|
-18.88 |
| |  |
 |
 |
 |
|
 |
Ryder System |
97.380 |
8/12/24 |
-1.29 |
52.398 |
|
61.163 |
-8.766 |
-14.33 |
|
-7.56 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
185.623 |
8/12/24 |
-0.48 |
160.258 |
|
151.827 |
8.432 |
5.55 |
|
-10.20 |
| |  |
 |
 |
 |
S |
 |
Shoals Technologies |
3.789 |
8/12/24 |
0.20 |
11.596 |
|
20.793 |
-9.197 |
-44.23 |
|
-44.98 |
| |  |
 |
 |
 |
|
 |
Simon Property |
113.083 |
8/12/24 |
-3.51 |
109.995 |
|
89.582 |
20.413 |
22.79 |
|
15.17 |
| |  |
 |
 |
 |
S |
 |
Sirius XM |
2.201 |
8/12/24 |
-5.10 |
4.978 |
|
4.212 |
0.766 |
18.18 |
|
9.96 |
| |  |
 |
 |
 |
L |
 |
Southern |
64.408 |
8/12/24 |
0.46 |
49.968 |
|
46.865 |
3.102 |
6.62 |
|
7.93 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
18.746 |
8/12/24 |
0.20 |
32.942 |
|
43.360 |
-10.417 |
-24.03 |
|
-12.54 |
| |  |
 |
 |
 |
L |
 |
Sprouts |
71.041 |
8/12/24 |
-0.10 |
21.228 |
|
19.026 |
2.202 |
11.57 |
|
15.18 |
| |  |
 |
 |
 |
|
 |
Starbucks |
56.896 |
8/12/24 |
2.58 |
70.309 |
|
80.783 |
-10.474 |
-12.97 |
|
-13.45 |
| |  |
 |
 |
 |
|
 |
Steelcase |
9.078 |
8/12/24 |
-1.76 |
8.804 |
|
10.347 |
-1.543 |
-14.91 |
|
-10.03 |
| |  |
 |
 |
 |
L |
 |
Sunnova Energy |
4.890 |
8/12/24 |
-4.47 |
12.852 |
|
19.570 |
-6.718 |
-34.33 |
|
-47.11 |
| |  |
 |
 |
 |
L |
 |
SunPower |
0.148 |
8/12/24 |
-4.76 |
11.537 |
|
15.153 |
-3.616 |
-23.86 |
|
-37.37 |
| |  |
 |
 |
 |
L |
 |
Sunrun |
12.800 |
8/12/24 |
-3.13 |
17.646 |
|
28.836 |
-11.190 |
-38.81 |
|
-47.20 |
| |  |
 |
 |
 |
|
 |
Synopsys |
384.703 |
8/12/24 |
-0.74 |
225.383 |
|
164.245 |
61.138 |
37.22 |
|
8.23 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
143.994 |
8/12/24 |
0.39 |
90.149 |
|
95.985 |
-5.837 |
-6.08 |
|
-2.40 |
| |  |
 |
 |
 |
L |
 |
Take-Two Interactive |
108.791 |
8/12/24 |
1.71 |
129.332 |
|
119.457 |
9.875 |
8.27 |
|
3.88 |
| |  |
 |
 |
 |
|
 |
Target |
99.729 |
8/12/24 |
-0.35 |
156.026 |
|
151.268 |
4.758 |
3.15 |
|
-4.84 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
145.870 |
8/12/24 |
-1.26 |
223.394 |
|
148.194 |
75.200 |
50.74 |
|
21.04 |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
141.859 |
8/12/24 |
-0.08 |
125.529 |
|
128.666 |
-3.138 |
-2.44 |
|
-7.70 |
| |  |
 |
 |
 |
L |
 |
The Trade Desk |
71.676 |
8/12/24 |
-2.28 |
54.340 |
|
34.603 |
19.737 |
57.04 |
|
1.06 |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
442.485 |
8/12/24 |
0.48 |
433.607 |
|
327.563 |
106.044 |
32.37 |
|
12.33 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
154.911 |
8/12/24 |
-1.29 |
126.548 |
|
114.262 |
12.286 |
10.75 |
|
12.24 |
| |
|
instrument |
freshest |
⇓ Δday |
2/07/22 |
⇓ Δwk |
5/10/21 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
30.631 |
8/12/24 |
-1.43 |
44.007 |
|
43.233 |
0.774 |
1.79 |
|
5.89 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
51.157 |
8/12/24 |
1.05 |
27.728 |
|
32.363 |
-4.635 |
-14.32 |
|
-17.80 |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
174.868 |
8/12/24 |
-0.32 |
178.118 |
|
161.453 |
16.665 |
10.32 |
|
9.37 |
| |  |
 |
 |
 |
|
 |
United Airlines |
29.855 |
8/12/24 |
-2.51 |
32.824 |
|
38.186 |
-5.362 |
-14.04 |
|
-8.33 |
| |  |
 |
 |
 |
L |
 |
United Natural Foods |
9.100 |
8/12/24 |
-1.28 |
28.791 |
|
25.111 |
3.680 |
14.66 |
|
5.47 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
417.535 |
8/12/24 |
1.17 |
357.271 |
|
297.469 |
59.801 |
20.10 |
|
20.03 |
| |  |
 |
 |
 |
S |
 |
UPS |
92.224 |
8/12/24 |
-0.76 |
166.234 |
|
152.753 |
13.481 |
8.83 |
|
18.33 |
| |  |
 |
 |
 |
L |
 |
Verisk Analytics |
193.784 |
8/12/24 |
-0.67 |
145.530 |
|
126.906 |
18.624 |
14.68 |
|
4.02 |
| |  |
 |
 |
 |
|
 |
Verizon |
29.936 |
8/12/24 |
-0.54 |
39.147 |
|
42.067 |
-2.920 |
-6.94 |
|
-1.99 |
| |  |
 |
 |
 |
L |
 |
Vertex |
343.097 |
8/12/24 |
-0.84 |
179.677 |
|
150.470 |
29.207 |
19.41 |
|
21.40 |
| |  |
 |
 |
 |
|
 |
Visa |
191.960 |
8/12/24 |
0.05 |
167.785 |
|
159.707 |
8.078 |
5.06 |
|
3.83 |
| |  |
 |
 |
 |
L |
 |
Walmart |
50.743 |
8/12/24 |
1.10 |
33.967 |
|
33.175 |
0.791 |
2.39 |
|
-0.79 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
7.534 |
8/12/24 |
-4.49 |
36.259 |
|
38.950 |
-2.691 |
-6.91 |
|
-0.98 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
63.484 |
8/12/24 |
-0.30 |
105.261 |
|
130.256 |
-24.996 |
-19.19 |
|
-16.24 |
| |  |
 |
 |
 |
|
 |
Warner Bros. Disc |
4.956 |
8/12/24 |
-4.55 |
20.933 |
|
26.334 |
-5.401 |
-20.51 |
|
-6.76 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
38.453 |
8/12/24 |
-1.33 |
42.360 |
|
32.935 |
9.425 |
28.62 |
|
28.51 |
| |  |
 |
 |
 |
S |
 |
Workday |
155.531 |
8/12/24 |
-0.65 |
174.647 |
|
164.174 |
10.473 |
6.38 |
|
-5.20 |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
42.855 |
8/12/24 |
0.10 |
50.780 |
|
51.304 |
-0.524 |
-1.02 |
|
4.81 |
| |  |
 |
 |
 |
S |
 |
Xerox |
7.172 |
8/12/24 |
-2.51 |
16.028 |
|
17.061 |
-1.033 |
-6.06 |
|
-2.61 |
| |  |
 |
 |
 |
|
 |
Zscaler |
127.449 |
8/12/24 |
-1.04 |
194.198 |
|
117.160 |
77.038 |
65.75 |
|
15.20 |
| USA - 216 out of 219 instruments rated - 2/07/22 / 5/10/21 - 142 did rise, Market-Ratio(39) in GBP = 65.74 % |
| 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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