| | Wed, Apr 1st, 2026, 7:30UTC |
| | |
Assessment - United States in Swiss Franc - 5/13/24 - RS = 39
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
5/13/24 |
⇓ Δwk |
8/14/23 |
prc diff |
Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 500 |
4,847.314 |
8/12/24 |
|
4,735.781 |
|
3,936.155 |
799.626 |
20.31 |
|
15.57 |
| |  |
 |
 |
 |
|
 |
CrowdStrike |
217.079 |
8/12/24 |
-0.65 |
289.493 |
|
133.583 |
155.910 |
116.71 |
|
61.71 |
| |  |
 |
 |
 |
L |
 |
NVidia |
98.880 |
8/12/24 |
4.08 |
81.991 |
|
38.358 |
43.633 |
113.75 |
|
81.68 |
| |  |
 |
 |
 |
|
 |
Constellation Energy |
169.907 |
8/12/24 |
-1.16 |
193.724 |
|
93.807 |
99.917 |
106.51 |
|
87.92 |
| |  |
 |
 |
 |
L |
 |
Sprouts |
87.234 |
8/12/24 |
-0.10 |
69.013 |
|
33.718 |
35.295 |
104.68 |
|
73.83 |
| |  |
 |
 |
 |
L |
 |
Micron Technology |
85.838 |
8/12/24 |
1.68 |
111.560 |
|
59.861 |
51.699 |
86.36 |
|
62.20 |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
147.740 |
8/12/24 |
-0.97 |
167.077 |
|
99.962 |
67.115 |
67.14 |
|
44.77 |
| |  |
 |
 |
 |
|
 |
Broadcom |
134.797 |
8/12/24 |
0.24 |
1,213.110 |
|
748.793 |
464.317 |
62.01 |
|
39.54 |
| |  |
 |
 |
 |
|
 |
Interface |
14.793 |
8/12/24 |
-0.79 |
14.457 |
|
8.969 |
5.489 |
61.20 |
|
53.58 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
467.962 |
8/12/24 |
-0.35 |
424.481 |
|
268.438 |
156.043 |
58.13 |
|
40.37 |
| |  |
 |
 |
 |
|
 |
Deckers Outdoor |
832.890 |
8/12/24 |
3.15 |
771.550 |
|
489.455 |
282.095 |
57.63 |
|
39.10 |
| |  |
 |
 |
 |
L |
 |
Adtalem |
64.814 |
8/12/24 |
-0.85 |
59.045 |
|
38.180 |
20.865 |
54.65 |
|
41.07 |
| |  |
 |
 |
 |
|
 |
Steelcase |
11.147 |
8/12/24 |
-1.76 |
11.954 |
|
7.838 |
4.116 |
52.52 |
|
32.05 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
62.818 |
8/12/24 |
1.05 |
59.880 |
|
39.320 |
20.559 |
52.29 |
|
27.43 |
| |  |
 |
 |
 |
|
 |
DoorDash |
112.503 |
8/12/24 |
0.19 |
105.674 |
|
70.040 |
35.634 |
50.88 |
|
30.52 |
| |  |
 |
 |
 |
|
 |
Applied Materials |
175.131 |
8/12/24 |
1.00 |
187.412 |
|
124.396 |
63.016 |
50.66 |
|
35.27 |
| |  |
 |
 |
 |
|
 |
KLA-Tencor |
687.082 |
8/12/24 |
1.44 |
647.728 |
|
430.365 |
217.362 |
50.51 |
|
36.10 |
| |  |
 |
 |
 |
|
 |
Netflix |
574.252 |
8/12/24 |
-0.13 |
559.242 |
|
375.036 |
184.205 |
49.12 |
|
36.00 |
| |  |
 |
 |
 |
|
 |
Citigroup |
52.460 |
8/12/24 |
|
57.503 |
|
38.663 |
18.841 |
48.73 |
|
34.53 |
| |  |
 |
 |
 |
|
 |
American Express |
215.002 |
8/12/24 |
-0.34 |
216.453 |
|
145.603 |
70.850 |
48.66 |
|
37.85 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
802.125 |
8/12/24 |
-0.82 |
687.227 |
|
471.667 |
215.560 |
45.70 |
|
34.79 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
47.218 |
8/12/24 |
-1.33 |
55.562 |
|
38.347 |
17.215 |
44.89 |
|
36.22 |
| |  |
 |
 |
 |
|
 |
Cintas |
688.978 |
8/12/24 |
0.53 |
625.924 |
|
432.609 |
193.314 |
44.69 |
|
29.22 |
| |  |
 |
 |
 |
L |
 |
Hannon Armstrong SIC |
27.400 |
8/12/24 |
-1.63 |
29.069 |
|
20.269 |
8.800 |
43.41 |
|
38.33 |
| |  |
 |
 |
 |
L |
 |
Kirby |
105.674 |
8/12/24 |
-0.14 |
103.769 |
|
72.495 |
31.274 |
43.14 |
|
43.54 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
5/13/24 |
⇓ Δwk |
8/14/23 |
prc diff |
Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Costco |
783.250 |
8/12/24 |
1.01 |
703.054 |
|
492.243 |
210.811 |
42.83 |
|
31.10 |
| |  |
 |
 |
 |
|
 |
General Electric |
151.350 |
8/12/24 |
-0.16 |
144.665 |
|
101.303 |
43.362 |
42.80 |
|
32.56 |
| |  |
 |
 |
 |
|
 |
Palo Alto Networks |
300.305 |
8/12/24 |
-0.11 |
274.138 |
|
192.296 |
81.842 |
42.56 |
|
17.81 |
| |  |
 |
 |
 |
|
 |
MillerKnoll |
24.616 |
8/12/24 |
-3.49 |
24.997 |
|
17.595 |
7.401 |
42.06 |
|
29.92 |
| |  |
 |
 |
 |
|
 |
Lam Research |
735.470 |
8/12/24 |
0.37 |
819.729 |
|
584.937 |
234.793 |
40.14 |
|
27.77 |
| |  |
 |
 |
 |
|
 |
Diamondback Energy |
182.568 |
8/12/24 |
0.76 |
182.097 |
|
130.576 |
51.520 |
39.46 |
|
31.61 |
| |  |
 |
 |
 |
|
 |
AMD |
124.049 |
8/12/24 |
1.86 |
136.557 |
|
98.173 |
38.383 |
39.10 |
|
20.13 |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
440.344 |
8/12/24 |
-0.97 |
411.375 |
|
296.098 |
115.277 |
38.93 |
|
31.65 |
| |  |
 |
 |
 |
|
 |
Amazon.com |
151.286 |
8/12/24 |
-0.08 |
169.217 |
|
123.238 |
45.979 |
37.31 |
|
31.64 |
| |  |
 |
 |
 |
L |
 |
General Motors |
38.992 |
8/12/24 |
-1.13 |
40.969 |
|
29.869 |
11.099 |
37.16 |
|
30.48 |
| |  |
 |
 |
 |
|
 |
AIG |
64.950 |
8/12/24 |
-0.62 |
71.643 |
|
52.444 |
19.199 |
36.61 |
|
26.24 |
| |  |
 |
 |
 |
|
 |
Datadog |
101.728 |
8/12/24 |
-0.11 |
107.261 |
|
78.710 |
28.550 |
36.27 |
|
12.95 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
227.936 |
8/12/24 |
-0.48 |
251.708 |
|
185.914 |
65.794 |
35.39 |
|
19.00 |
| |  |
 |
 |
 |
|
 |
Capital One |
119.832 |
8/12/24 |
-1.56 |
128.974 |
|
95.701 |
33.273 |
34.77 |
|
25.77 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
190.223 |
8/12/24 |
-1.29 |
196.436 |
|
145.770 |
50.667 |
34.76 |
|
20.04 |
| |  |
 |
 |
 |
|
 |
General Dynamics |
264.116 |
8/12/24 |
-0.61 |
266.229 |
|
198.459 |
67.770 |
34.15 |
|
24.00 |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
148.701 |
8/12/24 |
-0.87 |
155.005 |
|
115.576 |
39.429 |
34.12 |
|
28.06 |
| |  |
 |
 |
 |
|
 |
Kadant |
263.299 |
8/12/24 |
-1.48 |
256.252 |
|
191.463 |
64.789 |
33.84 |
|
16.92 |
| |  |
 |
 |
 |
L |
 |
Alphabet A |
147.196 |
8/12/24 |
-0.84 |
153.408 |
|
115.138 |
38.271 |
33.24 |
|
27.71 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
187.012 |
8/12/24 |
0.19 |
180.246 |
|
135.687 |
44.559 |
32.84 |
|
27.98 |
| |  |
 |
 |
 |
|
 |
Synopsys |
472.397 |
8/12/24 |
-0.74 |
505.548 |
|
381.235 |
124.313 |
32.61 |
|
15.92 |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
57.385 |
8/12/24 |
-0.80 |
52.469 |
|
39.609 |
12.860 |
32.47 |
|
23.40 |
| |  |
 |
 |
 |
|
 |
Microsoft |
368.973 |
8/12/24 |
0.19 |
375.240 |
|
284.087 |
91.153 |
32.09 |
|
17.25 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
37.695 |
8/12/24 |
1.24 |
47.200 |
|
36.129 |
11.071 |
30.64 |
|
34.13 |
| |  |
 |
 |
 |
L |
 |
Moderna |
73.729 |
8/12/24 |
-4.29 |
113.982 |
|
87.670 |
26.311 |
30.01 |
|
27.27 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
5/13/24 |
⇓ Δwk |
8/14/23 |
prc diff |
Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Caterpillar |
304.776 |
8/12/24 |
-0.66 |
323.506 |
|
249.457 |
74.048 |
29.68 |
|
31.67 |
| |  |
 |
 |
 |
|
 |
Ryder System |
119.578 |
8/12/24 |
-1.29 |
114.063 |
|
88.302 |
25.762 |
29.17 |
|
26.05 |
| |  |
 |
 |
 |
|
 |
Intuitive Surgical |
422.232 |
8/12/24 |
0.46 |
345.455 |
|
267.465 |
77.990 |
29.16 |
|
18.46 |
| |  |
 |
 |
 |
|
 |
Cadence |
241.840 |
8/12/24 |
-1.29 |
258.003 |
|
199.801 |
58.202 |
29.13 |
|
12.92 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
91.860 |
8/12/24 |
-0.77 |
85.674 |
|
66.384 |
19.290 |
29.06 |
|
22.52 |
| |  |
 |
 |
 |
|
 |
Target |
122.462 |
8/12/24 |
-0.35 |
145.935 |
|
113.463 |
32.472 |
28.62 |
|
21.66 |
| |  |
 |
 |
 |
|
 |
Paccar |
83.597 |
8/12/24 |
-0.74 |
96.912 |
|
75.397 |
21.515 |
28.54 |
|
18.87 |
| |  |
 |
 |
 |
|
 |
Intuit |
569.055 |
8/12/24 |
-0.44 |
568.856 |
|
443.437 |
125.419 |
28.28 |
|
17.59 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
34.620 |
8/12/24 |
-0.29 |
34.656 |
|
27.116 |
7.540 |
27.80 |
|
26.35 |
| |  |
 |
 |
 |
|
 |
Simon Property |
138.860 |
8/12/24 |
-3.51 |
133.300 |
|
104.345 |
28.955 |
27.75 |
|
20.15 |
| |  |
 |
 |
 |
|
 |
Copart |
45.585 |
8/12/24 |
-1.43 |
49.513 |
|
38.842 |
10.670 |
27.47 |
|
17.08 |
| |  |
 |
 |
 |
|
 |
Fiserv |
146.116 |
8/12/24 |
-0.30 |
138.969 |
|
109.123 |
29.846 |
27.35 |
|
20.73 |
| |  |
 |
 |
 |
L |
 |
Vertex |
421.306 |
8/12/24 |
-0.84 |
389.943 |
|
306.294 |
83.649 |
27.31 |
|
17.42 |
| |  |
 |
 |
 |
L |
 |
PSEG |
73.022 |
8/12/24 |
0.81 |
66.655 |
|
52.637 |
14.017 |
26.63 |
|
21.36 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
105.755 |
8/12/24 |
0.39 |
95.960 |
|
75.782 |
20.177 |
26.63 |
|
23.58 |
| |  |
 |
 |
 |
|
 |
Matson |
118.027 |
8/12/24 |
0.73 |
105.211 |
|
83.567 |
21.644 |
25.90 |
|
26.46 |
| |  |
 |
 |
 |
L |
 |
AT&T |
17.623 |
8/12/24 |
-0.31 |
15.655 |
|
12.502 |
3.153 |
25.22 |
|
11.27 |
| |  |
 |
 |
 |
|
 |
Regeneron |
1,016.819 |
8/12/24 |
-0.90 |
886.094 |
|
708.710 |
177.384 |
25.03 |
|
19.16 |
| |  |
 |
 |
 |
|
 |
Verizon |
36.760 |
8/12/24 |
-0.54 |
36.769 |
|
29.422 |
7.347 |
24.97 |
|
13.69 |
| |  |
 |
 |
 |
|
 |
Zscaler |
156.501 |
8/12/24 |
-1.04 |
158.723 |
|
127.043 |
31.680 |
24.94 |
|
3.08 |
| |  |
 |
 |
 |
|
 |
Encompass Health |
78.781 |
8/12/24 |
1.33 |
78.164 |
|
62.956 |
15.208 |
24.16 |
|
27.72 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
35.427 |
8/12/24 |
-0.61 |
48.061 |
|
38.777 |
9.285 |
23.94 |
|
34.01 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
93.484 |
8/12/24 |
-0.60 |
104.141 |
|
84.076 |
20.065 |
23.87 |
|
23.05 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
77.956 |
8/12/24 |
-0.30 |
95.987 |
|
77.860 |
18.127 |
23.28 |
|
15.55 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
102.925 |
8/12/24 |
-0.93 |
117.265 |
|
95.482 |
21.783 |
22.81 |
|
17.22 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
5/13/24 |
⇓ Δwk |
8/14/23 |
prc diff |
Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Amgen |
290.237 |
8/12/24 |
-0.77 |
279.761 |
|
228.793 |
50.968 |
22.28 |
|
19.91 |
| |  |
 |
 |
 |
L |
 |
eBay |
50.619 |
8/12/24 |
-1.26 |
47.154 |
|
38.601 |
8.553 |
22.16 |
|
19.67 |
| |  |
 |
 |
 |
|
 |
IBM |
171.857 |
8/12/24 |
-1.03 |
151.975 |
|
124.413 |
27.562 |
22.15 |
|
11.05 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
176.818 |
8/12/24 |
0.39 |
148.157 |
|
122.300 |
25.857 |
21.14 |
|
12.68 |
| |  |
 |
 |
 |
|
 |
Ross Stores |
127.586 |
8/12/24 |
0.74 |
121.174 |
|
100.049 |
21.125 |
21.11 |
|
10.33 |
| |  |
 |
 |
 |
|
 |
Fastenal |
59.598 |
8/12/24 |
-1.02 |
61.095 |
|
50.630 |
10.465 |
20.67 |
|
11.47 |
| |  |
 |
 |
 |
L |
 |
The Trade Desk |
88.014 |
8/12/24 |
-2.28 |
79.389 |
|
65.981 |
13.408 |
20.32 |
|
17.37 |
| |  |
 |
 |
 |
|
 |
Marvell Tech |
54.882 |
8/12/24 |
-0.08 |
62.601 |
|
52.225 |
10.375 |
19.87 |
|
17.85 |
| |  |
 |
 |
 |
|
 |
Booking |
3,119.305 |
8/12/24 |
-0.11 |
3,396.681 |
|
2,835.549 |
561.132 |
19.79 |
|
21.52 |
| |  |
 |
 |
 |
|
 |
Visa |
235.718 |
8/12/24 |
0.05 |
253.404 |
|
212.951 |
40.453 |
19.00 |
|
13.65 |
| |  |
 |
 |
 |
|
 |
Mastercard |
413.307 |
8/12/24 |
-0.24 |
415.184 |
|
349.437 |
65.748 |
18.82 |
|
12.51 |
| |  |
 |
 |
 |
|
 |
Marriott |
194.713 |
8/12/24 |
-1.51 |
215.410 |
|
181.337 |
34.073 |
18.79 |
|
15.97 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
390.360 |
8/12/24 |
-0.30 |
372.973 |
|
314.281 |
58.692 |
18.68 |
|
15.71 |
| |  |
 |
 |
 |
L |
 |
AEP |
88.105 |
8/12/24 |
-0.40 |
83.008 |
|
70.136 |
12.872 |
18.35 |
|
15.63 |
| |  |
 |
 |
 |
L |
 |
Southern |
79.090 |
8/12/24 |
0.46 |
71.380 |
|
60.344 |
11.037 |
18.29 |
|
15.81 |
| |  |
 |
 |
 |
|
 |
MetLife |
63.353 |
8/12/24 |
-0.40 |
65.675 |
|
55.732 |
9.943 |
17.84 |
|
16.81 |
| |  |
 |
 |
 |
L |
 |
Walmart |
62.310 |
8/12/24 |
1.10 |
54.791 |
|
46.758 |
8.034 |
17.18 |
|
13.95 |
| |  |
 |
 |
 |
|
 |
GE HealthCare |
74.709 |
8/12/24 |
-1.24 |
73.493 |
|
62.947 |
10.546 |
16.75 |
|
8.83 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
86.019 |
8/12/24 |
0.13 |
89.393 |
|
76.563 |
12.830 |
16.76 |
|
18.20 |
| |  |
 |
 |
 |
L |
 |
Analog Devices |
192.355 |
8/12/24 |
0.36 |
188.999 |
|
162.532 |
26.467 |
16.28 |
|
14.51 |
| |  |
 |
 |
 |
S |
 |
CSX |
30.384 |
8/12/24 |
-1.47 |
31.309 |
|
27.020 |
4.289 |
15.87 |
|
6.28 |
| |  |
 |
 |
 |
|
 |
Airbnb |
103.052 |
8/12/24 |
-1.27 |
135.260 |
|
116.812 |
18.448 |
15.79 |
|
11.48 |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
102.826 |
8/12/24 |
0.62 |
93.320 |
|
81.349 |
11.971 |
14.72 |
|
13.58 |
| |  |
 |
 |
 |
S |
 |
Molina Healthcare |
306.264 |
8/12/24 |
-0.15 |
319.578 |
|
280.168 |
39.410 |
14.07 |
|
6.03 |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
174.197 |
8/12/24 |
-0.08 |
170.351 |
|
149.460 |
20.891 |
13.98 |
|
15.77 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
5/13/24 |
⇓ Δwk |
8/14/23 |
prc diff |
Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
543.351 |
8/12/24 |
0.48 |
535.760 |
|
473.718 |
62.041 |
13.10 |
|
14.61 |
| |  |
 |
 |
 |
L |
 |
AstraZeneca |
74.845 |
8/12/24 |
1.64 |
70.228 |
|
62.106 |
8.123 |
13.08 |
|
17.03 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
92.459 |
8/12/24 |
0.91 |
88.559 |
|
78.518 |
10.041 |
12.79 |
|
10.17 |
| |  |
 |
 |
 |
S |
 |
CoStar |
65.331 |
8/12/24 |
-2.50 |
80.341 |
|
71.285 |
9.056 |
12.70 |
|
8.29 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
70.364 |
8/12/24 |
0.15 |
67.643 |
|
60.107 |
7.537 |
12.54 |
|
21.09 |
| |  |
 |
 |
 |
S |
 |
Workday |
190.985 |
8/12/24 |
-0.65 |
224.099 |
|
199.985 |
24.114 |
12.06 |
|
3.81 |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
49.631 |
8/12/24 |
0.46 |
48.107 |
|
42.950 |
5.157 |
12.01 |
|
13.44 |
| |  |
 |
 |
 |
|
 |
Ansys |
284.169 |
8/12/24 |
0.69 |
297.674 |
|
265.974 |
31.700 |
11.92 |
|
5.29 |
| |  |
 |
 |
 |
|
 |
DexCom |
64.641 |
8/12/24 |
2.16 |
113.329 |
|
101.487 |
11.841 |
11.67 |
|
11.29 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
38.275 |
8/12/24 |
0.55 |
35.998 |
|
32.315 |
3.683 |
11.40 |
|
9.06 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
178.487 |
8/12/24 |
-0.73 |
184.845 |
|
166.144 |
18.701 |
11.26 |
|
6.55 |
| |  |
 |
 |
 |
|
 |
CDW |
192.373 |
8/12/24 |
-0.76 |
201.397 |
|
181.145 |
20.253 |
11.18 |
|
7.95 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
215.120 |
8/12/24 |
-1.02 |
209.497 |
|
188.868 |
20.628 |
10.92 |
|
5.57 |
| |  |
 |
 |
 |
|
 |
Dow |
47.363 |
8/12/24 |
-0.84 |
53.839 |
|
48.552 |
5.287 |
10.89 |
|
13.42 |
| |  |
 |
 |
 |
|
 |
O'Reilly |
1,016.800 |
8/12/24 |
-0.30 |
918.555 |
|
828.617 |
89.939 |
10.85 |
|
6.01 |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
37.613 |
8/12/24 |
-1.43 |
37.631 |
|
33.946 |
3.685 |
10.86 |
|
13.79 |
| |  |
 |
 |
 |
|
 |
Marsh & McLennan |
197.134 |
8/12/24 |
-1.23 |
186.432 |
|
168.502 |
17.930 |
10.64 |
|
8.91 |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
214.730 |
8/12/24 |
-0.32 |
222.830 |
|
201.467 |
21.363 |
10.60 |
|
12.39 |
| |  |
 |
 |
 |
|
 |
Edison International |
74.745 |
8/12/24 |
0.52 |
67.516 |
|
61.159 |
6.358 |
10.40 |
|
11.85 |
| |  |
 |
 |
 |
S |
 |
Kraft Heinz |
30.992 |
8/12/24 |
-3.12 |
33.096 |
|
30.018 |
3.078 |
10.25 |
|
5.21 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
151.295 |
8/12/24 |
-2.19 |
150.443 |
|
136.582 |
13.861 |
10.15 |
|
11.23 |
| |  |
 |
 |
 |
|
 |
AbbVie |
172.492 |
8/12/24 |
0.13 |
146.280 |
|
133.496 |
12.784 |
9.58 |
|
8.11 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
107.932 |
8/12/24 |
0.13 |
106.943 |
|
98.121 |
8.823 |
8.99 |
|
12.37 |
| |  |
 |
 |
 |
|
 |
Roper Technologies |
471.699 |
8/12/24 |
-1.27 |
473.232 |
|
435.029 |
38.202 |
8.78 |
|
5.00 |
| |  |
 |
 |
 |
L |
 |
AES |
15.156 |
8/12/24 |
0.30 |
18.104 |
|
16.675 |
1.429 |
8.57 |
|
15.93 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
5/13/24 |
⇓ Δwk |
8/14/23 |
prc diff |
Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
505.112 |
8/12/24 |
0.97 |
426.794 |
|
394.587 |
32.207 |
8.16 |
|
7.91 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
61.830 |
8/12/24 |
-0.74 |
57.666 |
|
53.374 |
4.293 |
8.04 |
|
9.58 |
| |  |
 |
 |
 |
|
 |
United Airlines |
36.661 |
8/12/24 |
-2.51 |
49.340 |
|
45.860 |
3.480 |
7.59 |
|
24.52 |
| |  |
 |
 |
 |
L |
 |
Verisk Analytics |
237.958 |
8/12/24 |
-0.67 |
223.428 |
|
207.902 |
15.527 |
7.47 |
|
7.75 |
| |  |
 |
 |
 |
L |
 |
Apple |
197.298 |
8/12/24 |
0.71 |
168.954 |
|
157.333 |
11.621 |
7.39 |
|
4.91 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
105.293 |
8/12/24 |
0.07 |
90.055 |
|
84.032 |
6.023 |
7.17 |
|
8.60 |
| |  |
 |
 |
 |
L |
 |
Altria |
45.631 |
8/12/24 |
-0.24 |
40.851 |
|
38.163 |
2.688 |
7.04 |
|
8.14 |
| |  |
 |
 |
 |
|
 |
Home Depot |
313.647 |
8/12/24 |
-0.81 |
309.248 |
|
289.268 |
19.979 |
6.91 |
|
6.96 |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
99.796 |
8/12/24 |
2.04 |
110.281 |
|
103.179 |
7.102 |
6.88 |
|
8.41 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
209.578 |
8/12/24 |
-2.02 |
211.311 |
|
198.039 |
13.272 |
6.70 |
|
9.15 |
| |  |
 |
 |
 |
|
 |
Electronic Arts |
132.339 |
8/12/24 |
-0.47 |
114.807 |
|
107.633 |
7.174 |
6.67 |
|
-0.75 |
| |  |
 |
 |
 |
L |
 |
LTC Properties |
32.561 |
8/12/24 |
-0.22 |
31.064 |
|
29.168 |
1.897 |
6.50 |
|
7.91 |
| |  |
 |
 |
 |
L |
 |
DuPont |
71.045 |
8/12/24 |
-0.25 |
71.534 |
|
67.234 |
4.300 |
6.40 |
|
11.52 |
| |  |
 |
 |
 |
|
 |
Autodesk |
217.288 |
8/12/24 |
-0.36 |
196.500 |
|
185.405 |
11.094 |
5.98 |
|
-0.14 |
| |  |
 |
 |
 |
|
 |
Keurig Dr Pepper |
31.563 |
8/12/24 |
0.69 |
30.947 |
|
29.580 |
1.367 |
4.62 |
|
10.29 |
| |  |
 |
 |
 |
L |
 |
Take-Two Interactive |
133.591 |
8/12/24 |
1.71 |
130.561 |
|
124.825 |
5.736 |
4.60 |
|
0.28 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
8.943 |
8/12/24 |
-2.38 |
11.183 |
|
10.696 |
0.487 |
4.56 |
|
3.80 |
| |  |
 |
 |
 |
|
 |
PayPal |
57.558 |
8/12/24 |
-1.95 |
58.002 |
|
55.469 |
2.533 |
4.57 |
|
5.71 |
| |  |
 |
 |
 |
L |
 |
Oracle |
120.249 |
8/12/24 |
0.39 |
105.547 |
|
101.321 |
4.226 |
4.17 |
|
4.89 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
108.032 |
8/12/24 |
0.03 |
106.671 |
|
102.522 |
4.149 |
4.05 |
|
1.08 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
73.639 |
8/12/24 |
-1.04 |
75.752 |
|
72.907 |
2.845 |
3.90 |
|
3.95 |
| |  |
 |
 |
 |
L |
 |
California Water |
47.463 |
8/12/24 |
-0.42 |
47.726 |
|
45.948 |
1.778 |
3.87 |
|
8.51 |
| |  |
 |
 |
 |
|
 |
Chevron |
131.532 |
8/12/24 |
0.02 |
149.227 |
|
143.806 |
5.422 |
3.77 |
|
8.47 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
512.713 |
8/12/24 |
1.17 |
464.144 |
|
447.934 |
16.209 |
3.62 |
|
4.12 |
| |  |
 |
 |
 |
S |
 |
FedEx |
253.187 |
8/12/24 |
0.63 |
242.067 |
|
234.027 |
8.040 |
3.44 |
|
8.60 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
5/13/24 |
⇓ Δwk |
8/14/23 |
prc diff |
Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
S |
 |
Fortinet |
63.816 |
8/12/24 |
0.96 |
54.084 |
|
52.304 |
1.780 |
3.40 |
|
-3.21 |
| |  |
 |
 |
 |
|
 |
Paychex |
112.240 |
8/12/24 |
-0.57 |
113.165 |
|
109.579 |
3.586 |
3.27 |
|
7.48 |
| |  |
 |
 |
 |
|
 |
Devon Energy |
41.114 |
8/12/24 |
0.91 |
45.259 |
|
44.089 |
1.169 |
2.65 |
|
7.51 |
| |  |
 |
 |
 |
|
 |
IDEXX Labs |
435.292 |
8/12/24 |
-0.60 |
456.235 |
|
445.103 |
11.132 |
2.50 |
|
3.30 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
97.774 |
8/12/24 |
-0.84 |
95.025 |
|
93.018 |
2.007 |
2.16 |
|
0.88 |
| |  |
 |
 |
 |
S |
 |
MongoDB |
210.758 |
8/12/24 |
-1.08 |
325.827 |
|
319.480 |
6.348 |
1.99 |
|
-2.43 |
| |  |
 |
 |
 |
|
 |
PepsiCo |
155.476 |
8/12/24 |
-0.56 |
164.075 |
|
160.980 |
3.094 |
1.92 |
|
6.54 |
| |  |
 |
 |
 |
|
 |
Automatic Data |
235.020 |
8/12/24 |
-1.17 |
224.752 |
|
220.894 |
3.858 |
1.75 |
|
7.06 |
| |  |
 |
 |
 |
L |
 |
Fox A |
35.218 |
8/12/24 |
-1.27 |
30.094 |
|
29.668 |
0.426 |
1.44 |
|
8.36 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
62.836 |
8/12/24 |
-0.63 |
65.086 |
|
64.183 |
0.902 |
1.41 |
|
2.92 |
| |  |
 |
 |
 |
L |
 |
3M |
111.886 |
8/12/24 |
-0.65 |
90.364 |
|
90.669 |
-0.305 |
-0.34 |
|
3.56 |
| |  |
 |
 |
 |
S |
 |
Cognizant |
66.337 |
8/12/24 |
-1.72 |
61.557 |
|
62.334 |
-0.776 |
-1.25 |
|
-0.51 |
| |  |
 |
 |
 |
|
 |
Exelon |
33.468 |
8/12/24 |
-0.54 |
34.584 |
|
35.138 |
-0.555 |
-1.58 |
|
1.60 |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
31.373 |
8/12/24 |
-0.26 |
39.790 |
|
40.539 |
-0.749 |
-1.85 |
|
11.76 |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
52.624 |
8/12/24 |
0.10 |
50.637 |
|
51.936 |
-1.299 |
-2.50 |
|
-3.30 |
| |  |
 |
 |
 |
L |
 |
American Water |
129.301 |
8/12/24 |
0.20 |
121.337 |
|
124.615 |
-3.277 |
-2.63 |
|
4.99 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
8.716 |
8/12/24 |
-2.54 |
13.541 |
|
13.922 |
-0.381 |
-2.73 |
|
7.62 |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
244.398 |
8/12/24 |
0.58 |
246.085 |
|
253.201 |
-7.116 |
-2.81 |
|
-1.64 |
| |  |
 |
 |
 |
L |
 |
HP |
30.638 |
8/12/24 |
0.72 |
27.155 |
|
28.116 |
-0.961 |
-3.42 |
|
4.36 |
| |  |
 |
 |
 |
|
 |
Landstar System |
167.893 |
8/12/24 |
-1.04 |
167.022 |
|
173.263 |
-6.241 |
-3.60 |
|
1.87 |
| |  |
 |
 |
 |
S |
 |
Monster Beverage |
41.622 |
8/12/24 |
-0.37 |
49.631 |
|
51.734 |
-2.104 |
-4.07 |
|
-0.24 |
| |  |
 |
 |
 |
S |
 |
Halliburton |
28.461 |
8/12/24 |
1.23 |
33.867 |
|
35.340 |
-1.473 |
-4.17 |
|
4.07 |
| |  |
 |
 |
 |
|
 |
Adobe |
481.549 |
8/12/24 |
-1.00 |
438.176 |
|
457.859 |
-19.682 |
-4.30 |
|
-6.13 |
| |  |
 |
 |
 |
|
 |
Baker Hughes |
31.881 |
8/12/24 |
0.23 |
29.396 |
|
30.974 |
-1.578 |
-5.10 |
|
1.49 |
| |  |
 |
 |
 |
S |
 |
Atlassian |
127.478 |
8/12/24 |
-0.62 |
165.825 |
|
175.227 |
-9.402 |
-5.37 |
|
-2.98 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
5/13/24 |
⇓ Δwk |
8/14/23 |
prc diff |
Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Ormat Technologies |
65.040 |
8/12/24 |
-1.10 |
64.079 |
|
67.936 |
-3.857 |
-5.68 |
|
1.54 |
| |  |
 |
 |
 |
|
 |
GlobalFoundries |
39.209 |
8/12/24 |
-1.05 |
47.735 |
|
51.015 |
-3.280 |
-6.43 |
|
-3.59 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
40.688 |
8/12/24 |
-1.34 |
44.152 |
|
47.237 |
-3.084 |
-6.53 |
|
-2.22 |
| |  |
 |
 |
 |
S |
 |
Potlatch |
37.060 |
8/12/24 |
-1.99 |
39.935 |
|
42.915 |
-2.980 |
-6.94 |
|
-3.64 |
| |  |
 |
 |
 |
L |
 |
First Solar |
198.840 |
8/12/24 |
3.51 |
171.911 |
|
185.361 |
-13.450 |
-7.26 |
|
15.08 |
| |  |
 |
 |
 |
S |
 |
Xerox |
8.807 |
8/12/24 |
-2.51 |
12.371 |
|
13.387 |
-1.016 |
-7.59 |
|
-10.74 |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
89.520 |
8/12/24 |
0.20 |
76.614 |
|
83.629 |
-7.015 |
-8.39 |
|
2.55 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
172.891 |
8/12/24 |
-1.35 |
165.091 |
|
182.350 |
-17.260 |
-9.47 |
|
-4.77 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
145.010 |
8/12/24 |
-0.46 |
137.155 |
|
152.056 |
-14.900 |
-9.80 |
|
-2.07 |
| |  |
 |
 |
 |
|
 |
Nike |
67.698 |
8/12/24 |
0.40 |
84.096 |
|
94.368 |
-10.272 |
-10.89 |
|
-8.19 |
| |  |
 |
 |
 |
S |
 |
UPS |
113.247 |
8/12/24 |
-0.76 |
136.593 |
|
153.870 |
-17.277 |
-11.23 |
|
-2.79 |
| |  |
 |
 |
 |
S |
 |
Intel |
17.559 |
8/12/24 |
-1.78 |
27.672 |
|
31.281 |
-3.608 |
-11.54 |
|
-17.26 |
| |  |
 |
 |
 |
S |
 |
Comcast |
34.946 |
8/12/24 |
-1.41 |
36.008 |
|
40.819 |
-4.812 |
-11.79 |
|
-4.84 |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
66.201 |
8/12/24 |
-0.91 |
61.258 |
|
70.005 |
-8.747 |
-12.49 |
|
-9.10 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
147.631 |
8/12/24 |
-0.20 |
153.617 |
|
177.392 |
-23.775 |
-13.40 |
|
-7.70 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
23.019 |
8/12/24 |
0.20 |
25.378 |
|
29.396 |
-4.018 |
-13.67 |
|
-3.06 |
| |  |
 |
 |
 |
S |
 |
Baxter |
33.495 |
8/12/24 |
-0.59 |
32.135 |
|
37.532 |
-5.397 |
-14.38 |
|
-8.97 |
| |  |
 |
 |
 |
L |
 |
Biogen |
182.341 |
8/12/24 |
-0.48 |
204.381 |
|
239.112 |
-34.731 |
-14.52 |
|
-7.48 |
| |  |
 |
 |
 |
S |
 |
Dollar Tree |
85.166 |
8/12/24 |
-1.21 |
109.020 |
|
127.666 |
-18.645 |
-14.60 |
|
-5.21 |
| |  |
 |
 |
 |
L |
 |
Enphase Energy |
98.962 |
8/12/24 |
1.16 |
100.476 |
|
121.502 |
-21.026 |
-17.30 |
|
-7.01 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
25.804 |
8/12/24 |
-0.35 |
25.795 |
|
31.623 |
-5.828 |
-18.43 |
|
-6.65 |
| |  |
 |
 |
 |
|
 |
Altus Power |
2.667 |
8/12/24 |
-6.96 |
4.118 |
|
5.111 |
-0.993 |
-19.44 |
|
-14.28 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
50.619 |
8/12/24 |
-2.28 |
51.218 |
|
65.174 |
-13.956 |
-21.41 |
|
-19.33 |
| |  |
 |
 |
 |
S |
 |
Align Technology |
193.706 |
8/12/24 |
-0.63 |
247.373 |
|
316.043 |
-68.670 |
-21.73 |
|
-2.94 |
| |  |
 |
 |
 |
|
 |
Starbucks |
69.866 |
8/12/24 |
2.58 |
69.095 |
|
88.556 |
-19.461 |
-21.98 |
|
-18.36 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
5/13/24 |
⇓ Δwk |
8/14/23 |
prc diff |
Δ39 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Boeing |
148.864 |
8/12/24 |
-2.25 |
161.843 |
|
207.525 |
-45.681 |
-22.01 |
|
-11.69 |
| |  |
 |
 |
 |
L |
 |
Bloom Energy |
10.104 |
8/12/24 |
-3.05 |
10.476 |
|
13.563 |
-3.087 |
-22.76 |
|
-7.03 |
| |  |
 |
 |
 |
|
 |
ON Semiconductor |
63.825 |
8/12/24 |
-1.30 |
65.603 |
|
85.145 |
-19.543 |
-22.95 |
|
-9.14 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
42.683 |
8/12/24 |
0.73 |
40.869 |
|
54.022 |
-13.153 |
-24.35 |
|
-16.10 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
179.122 |
8/12/24 |
-1.26 |
155.903 |
|
210.199 |
-54.296 |
-25.83 |
|
-18.77 |
| |  |
 |
 |
 |
L |
 |
Sunrun |
15.718 |
8/12/24 |
-3.13 |
10.449 |
|
14.702 |
-4.254 |
-28.93 |
|
-13.68 |
| |  |
 |
 |
 |
S |
 |
Sirius XM |
2.703 |
8/12/24 |
-5.10 |
2.848 |
|
4.121 |
-1.273 |
-30.88 |
|
-25.80 |
| |  |
 |
 |
 |
S |
 |
Illumina |
112.957 |
8/12/24 |
0.79 |
102.281 |
|
153.546 |
-51.265 |
-33.39 |
|
-18.65 |
| |  |
 |
 |
 |
L |
 |
Charter Comm |
318.136 |
8/12/24 |
-3.75 |
249.105 |
|
374.598 |
-125.493 |
-33.50 |
|
-20.59 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
9.251 |
8/12/24 |
-4.49 |
16.435 |
|
25.486 |
-9.051 |
-35.51 |
|
-20.89 |
| |  |
 |
 |
 |
|
 |
Warner Bros. Disc |
6.086 |
8/12/24 |
-4.55 |
7.601 |
|
11.862 |
-4.261 |
-35.92 |
|
-19.54 |
| |  |
 |
 |
 |
L |
 |
Array Tech |
6.376 |
8/12/24 |
-0.99 |
11.483 |
|
20.269 |
-8.787 |
-43.35 |
|
-23.19 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
75.380 |
8/12/24 |
-4.43 |
112.050 |
|
203.202 |
-91.153 |
-44.86 |
|
-22.95 |
| |  |
 |
 |
 |
|
 |
Energy Recovery |
15.056 |
8/12/24 |
-0.30 |
12.571 |
|
24.197 |
-11.626 |
-48.05 |
|
-26.73 |
| |  |
 |
 |
 |
L |
 |
United Natural Foods |
11.174 |
8/12/24 |
-1.28 |
9.070 |
|
17.946 |
-8.876 |
-49.46 |
|
-34.76 |
| |  |
 |
 |
 |
|
 |
FuelCell Energy |
0.400 |
8/12/24 |
-1.61 |
0.647 |
|
1.648 |
-1.001 |
-60.75 |
|
-46.63 |
| |  |
 |
 |
 |
L |
 |
SunPower |
0.181 |
8/12/24 |
-4.76 |
2.494 |
|
7.128 |
-4.633 |
-65.01 |
|
-37.88 |
| |  |
 |
 |
 |
S |
 |
Shoals Technologies |
4.653 |
8/12/24 |
0.20 |
6.467 |
|
18.954 |
-12.487 |
-65.88 |
|
-53.49 |
| |  |
 |
 |
 |
L |
 |
Plug Power |
1.769 |
8/12/24 |
-1.02 |
2.621 |
|
8.145 |
-5.523 |
-67.82 |
|
-40.25 |
| |  |
 |
 |
 |
L |
 |
Sunnova Energy |
6.004 |
8/12/24 |
-4.47 |
3.791 |
|
14.203 |
-10.411 |
-73.31 |
|
-55.13 |
| USA - 219 out of 219 instruments rated - 5/13/24 / 8/14/23 - 159 did rise, Market-Ratio(39) in CHF = 72.60 % |
| Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions United States in Swiss Franc * 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 |
37 |
|
268.508 |
185.891 |
387.842 |
119.334 |
44 |
14,415 |
59,562 |
|
| long |
3/17/08 |
4/07/08 |
21 |
 |
 |
 |
First Solar |
100 |
74 |
|
193.339 |
269.869 |
|
76.530 |
40 |
20,079 |
32,811 |
|
| short |
4/07/08 |
4/14/08 |
7 |
 |
 |
 |
Citigroup |
100 |
81 |
|
247.438 |
225.428 |
271.598 |
24.160 |
10 |
22,035 |
12,773 |
|
| long |
4/14/08 |
6/16/08 |
63 |
 |
 |
 |
First Solar |
100 |
76 |
|
286.206 |
280.687 |
|
-5.519 |
-2 |
21,616 |
-11 |
|
| short |
6/16/08 |
8/04/08 |
49 |
 |
 |
 |
Delta Air Lines |
100 |
3,715 |
|
5.818 |
8.523 |
3.114 |
-2.705 |
-46 |
11,568 |
-99 |
|
| long |
8/04/08 |
9/01/08 |
28 |
 |
 |
 |
First Solar |
100 |
42 |
|
270.677 |
259.925 |
|
-10.753 |
-4 |
11,116 |
-41 |
|
| short |
9/01/08 |
7/06/09 |
308 |
 |
 |
 |
AIG |
100 |
22 |
|
483.704 |
17.594 |
13,298.466 |
12,814.762 |
2,649 |
293,041 |
4,977 |
|
| long |
7/06/09 |
11/21/11 |
868 |
 |
 |
 |
Avis Budget |
100 |
50,029 |
|
5.857 |
11.422 |
|
5.564 |
95 |
571,419 |
32 |
|
| short |
11/21/11 |
11/28/11 |
7 |
 |
 |
 |
Netflix |
100 |
58,594 |
|
9.752 |
9.297 |
10.230 |
0.478 |
5 |
599,413 |
1,111 |
|
| long |
11/28/11 |
8/24/15 |
1365 |
 |
 |
 |
Alexion |
100 |
9,549 |
|
62.769 |
155.455 |
|
92.686 |
148 |
1,484,471 |
27 |
|
| short |
8/24/15 |
9/14/15 |
21 |
 |
 |
 |
Keurig Dr Pepper |
100 |
31,084 |
|
47.756 |
57.478 |
38.035 |
-9.722 |
-20 |
1,182,280 |
-98 |
|
| long |
9/14/15 |
9/21/15 |
7 |
 |
 |
 |
JetBlue Airways |
100 |
46,373 |
|
25.495 |
26.082 |
|
0.587 |
2 |
1,209,516 |
228 |
|
| short |
9/21/15 |
10/05/15 |
14 |
 |
 |
 |
Wynn Resorts |
100 |
18,699 |
|
64.680 |
63.283 |
66.109 |
1.428 |
2 |
1,236,221 |
77 |
|
| long |
10/05/15 |
12/14/15 |
70 |
 |
 |
 |
Netflix |
100 |
11,394 |
|
108.497 |
118.902 |
|
10.406 |
10 |
1,354,785 |
61 |
|
| short |
12/14/15 |
12/28/15 |
14 |
 |
 |
 |
SunEdison |
100 |
313,194 |
|
4.326 |
5.425 |
3.227 |
-1.099 |
-25 |
1,010,524 |
-100 |
|
| long |
12/28/15 |
1/11/16 |
14 |
 |
 |
 |
Energy Recovery |
100 |
144,034 |
|
7.016 |
6.199 |
|
-0.817 |
-12 |
892,888 |
-96 |
|
| short |
1/11/16 |
3/07/16 |
56 |
 |
 |
 |
SunEdison |
100 |
266,938 |
|
3.345 |
1.852 |
6.042 |
2.697 |
81 |
1,612,894 |
4,619 |
|
| long |
3/07/16 |
10/29/18 |
966 |
 |
 |
 |
Energy Recovery |
100 |
189,043 |
|
8.532 |
7.059 |
|
-1.473 |
-17 |
1,334,384 |
-7 |
|
| short |
10/29/18 |
11/05/18 |
7 |
 |
 |
 |
Western Digital |
100 |
32,075 |
|
41.601 |
48.577 |
34.625 |
-6.976 |
-17 |
1,110,625 |
-100 |
|
| long |
11/05/18 |
12/24/18 |
49 |
 |
 |
 |
Enphase Energy |
100 |
205,133 |
|
5.414 |
4.587 |
|
-0.827 |
-15 |
940,965 |
-71 |
|
| short |
12/24/18 |
12/31/18 |
7 |
 |
 |
 |
United Natural Foods |
100 |
98,024 |
|
9.599 |
10.384 |
8.814 |
-0.785 |
-8 |
864,019 |
-99 |
|
| long |
12/31/18 |
3/16/20 |
441 |
 |
 |
 |
Eli Lilly |
100 |
7,614 |
|
113.472 |
122.478 |
|
9.006 |
8 |
932,589 |
7 |
|
| short |
3/16/20 |
5/04/20 |
49 |
 |
 |
 |
Occidental Pet |
100 |
81,959 |
|
11.379 |
14.987 |
7.771 |
-3.608 |
-32 |
636,895 |
-94 |
|
| long |
5/04/20 |
5/09/22 |
735 |
 |
 |
 |
Tesla Motors |
100 |
12,997 |
|
49.002 |
260.222 |
|
211.220 |
431 |
3,382,126 |
129 |
|
| short |
5/09/22 |
5/30/22 |
21 |
 |
 |
 |
Netflix |
100 |
19,699 |
|
171.683 |
186.825 |
156.541 |
-15.142 |
-9 |
3,083,837 |
-80 |
|
| 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 |
45,468 |
|
67.823 |
59.557 |
|
-8.266 |
-12 |
2,707,996 |
-97 |
|
| short |
6/13/22 |
8/15/22 |
63 |
 |
 |
 |
Beyond Meat |
100 |
122,155 |
|
22.168 |
33.741 |
10.596 |
-11.572 |
-52 |
1,294,386 |
-99 |
|
| long |
8/15/22 |
8/22/22 |
7 |
 |
 |
 |
Array Tech |
100 |
59,753 |
|
21.662 |
19.764 |
|
-1.898 |
-9 |
1,180,986 |
-99 |
|
| short |
8/22/22 |
11/14/22 |
84 |
 |
 |
 |
Gaia |
100 |
376,906 |
|
3.133 |
2.656 |
3.696 |
0.562 |
18 |
1,392,972 |
105 |
|
| long |
11/14/22 |
12/19/22 |
35 |
 |
 |
 |
First Solar |
100 |
9,625 |
|
144.723 |
145.686 |
|
0.964 |
1 |
1,402,250 |
7 |
|
| short |
12/19/22 |
1/16/23 |
28 |
 |
 |
 |
Tesla Motors |
100 |
10,068 |
|
139.274 |
113.300 |
171.204 |
31.930 |
23 |
1,723,716 |
1,374 |
|
| long |
1/16/23 |
5/15/23 |
119 |
 |
 |
 |
First Solar |
100 |
10,334 |
|
166.793 |
198.106 |
|
31.313 |
19 |
2,047,306 |
70 |
|
| short |
5/15/23 |
5/22/23 |
7 |
 |
 |
 |
Plug Power |
100 |
291,719 |
|
7.018 |
7.928 |
6.109 |
-0.909 |
-13 |
1,781,998 |
-100 |
|
| long |
5/22/23 |
8/12/24 |
448 |
 |
 |
 |
NVidia |
100 |
63,666 |
|
27.990 |
98.514 |
|
70.524 |
252 |
6,271,978 |
179 |
|
| accum | 2/25/08 |
8/12/24 | 6610 |
days out of 7394 invested (89%) |
62,620 |
6,271,978 |
43 |
|
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 | 483.70 | 17.59 | 13,298.47 | 12,814.76 | 2,649.30 | | | 2,649.30 |
| Tesla Motors | long | 5/04/20 | 5/09/22 | 735 | 49.00 | 260.22 | | 211.22 | 431.05 | | | |
| | short | 12/19/22 | 1/16/23 | 28 | 139.27 | 113.30 | 171.20 | 31.93 | 22.93 | | | 552.79 |
| NVidia | long | 5/22/23 | 8/12/24 | 448 | 27.99 | 98.51 | | 70.52 | 251.97 | | | 251.97 |
| Alexion | long | 11/28/11 | 8/24/15 | 1365 | 62.77 | 155.45 | | 92.69 | 147.66 | | | 147.66 |
| Avis Budget | long | 7/06/09 | 11/21/11 | 868 | 5.86 | 11.42 | | 5.56 | 95.00 | | | 95.00 |
| Citigroup | short | 2/25/08 | 3/17/08 | 21 | 268.51 | 185.89 | 387.84 | 119.33 | 44.44 | | | |
| | short | 4/07/08 | 4/14/08 | 7 | 247.44 | 225.43 | 271.60 | 24.16 | 9.76 | | | 58.55 |
| First Solar | long | 3/17/08 | 4/07/08 | 21 | 193.34 | 269.87 | | 76.53 | 39.58 | | | |
| | long | 4/14/08 | 6/16/08 | 63 | 286.21 | 280.69 | | -5.52 | -1.93 | | | |
| | long | 8/04/08 | 9/01/08 | 28 | 270.68 | 259.92 | | -10.75 | -3.97 | | | |
| | long | 11/14/22 | 12/19/22 | 35 | 144.72 | 145.69 | | 0.96 | 0.67 | | | |
| | long | 1/16/23 | 5/15/23 | 119 | 166.79 | 198.11 | | 31.31 | 18.77 | | | 57.17 |
| SunEdison | short | 12/14/15 | 12/28/15 | 14 | 4.33 | 5.42 | 3.23 | -1.10 | -25.41 | | | |
| | short | 1/11/16 | 3/07/16 | 56 | 3.34 | 1.85 | 6.04 | 2.70 | 80.64 | | | 34.74 |
| Gaia | short | 8/22/22 | 11/14/22 | 84 | 3.13 | 2.66 | 3.70 | 0.56 | 17.95 | | | 17.95 |
| Eli Lilly | long | 12/31/18 | 3/16/20 | 441 | 113.47 | 122.48 | | 9.01 | 7.94 | | | 7.94 |
| Netflix | short | 11/21/11 | 11/28/11 | 7 | 9.75 | 9.30 | 10.23 | 0.48 | 4.90 | | | |
| | long | 10/05/15 | 12/14/15 | 70 | 108.50 | 118.90 | | 10.41 | 9.59 | | | |
| | short | 5/09/22 | 5/30/22 | 21 | 171.68 | 186.83 | 156.54 | -15.14 | -8.82 | | | 4.82 |
| JetBlue Airways | long | 9/14/15 | 9/21/15 | 7 | 25.49 | 26.08 | | 0.59 | 2.30 | | | 2.30 |
| Wynn Resorts | short | 9/21/15 | 10/05/15 | 14 | 64.68 | 63.28 | 66.11 | 1.43 | 2.21 | | | 2.21 |
| United Natural Foods | short | 12/24/18 | 12/31/18 | 7 | 9.60 | 10.38 | 8.81 | -0.78 | -8.18 | | | -8.18 |
| Array Tech | long | 8/15/22 | 8/22/22 | 7 | 21.66 | 19.76 | | -1.90 | -8.76 | | | -8.76 |
| Plug Power | short | 5/15/23 | 5/22/23 | 7 | 7.02 | 7.93 | 6.11 | -0.91 | -12.96 | | | -12.96 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | | | total |
| Enphase Energy | long | 11/05/18 | 12/24/18 | 49 | 5.41 | 4.59 | | -0.83 | -15.28 | | | -15.28 |
| Western Digital | short | 10/29/18 | 11/05/18 | 7 | 41.60 | 48.58 | 34.62 | -6.98 | -16.77 | | | -16.77 |
| Keurig Dr Pepper | short | 8/24/15 | 9/14/15 | 21 | 47.76 | 57.48 | 38.03 | -9.72 | -20.36 | | | -20.36 |
| Energy Recovery | long | 12/28/15 | 1/11/16 | 14 | 7.02 | 6.20 | | -0.82 | -11.64 | | | |
| | long | 3/07/16 | 10/29/18 | 966 | 8.53 | 7.06 | | -1.47 | -17.27 | | | -26.90 |
| Occidental Pet | short | 3/16/20 | 5/04/20 | 49 | 11.38 | 14.99 | 7.77 | -3.61 | -31.71 | | | |
| | long | 5/30/22 | 6/13/22 | 14 | 67.82 | 59.56 | | -8.27 | -12.19 | | | -40.03 |
| Delta Air Lines | short | 6/16/08 | 8/04/08 | 49 | 5.82 | 8.52 | 3.11 | -2.70 | -46.49 | | | -46.49 |
| Beyond Meat | short | 6/13/22 | 8/15/22 | 63 | 22.17 | 33.74 | 10.60 | -11.57 | -52.20 | | | -52.20 |
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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