| | |
| | |
Assessment - United States in Swiss Franc - 7/01/24 - RS = 27
⇐
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
12/25/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 500 |
4,829.343 |
8/12/24 |
|
4,947.447 |
-2.39 |
4,077.549 |
869.898 |
21.33 |
|
17.73 |
| |  |
 |
 |
 |
L |
 |
NVidia |
98.514 |
8/12/24 |
4.08 |
112.321 |
-12.29 |
41.876 |
70.445 |
168.22 |
|
122.21 |
| |  |
 |
 |
 |
L |
 |
First Solar |
198.102 |
8/12/24 |
3.51 |
201.247 |
-1.56 |
146.126 |
55.121 |
37.72 |
|
32.69 |
| |  |
 |
 |
 |
|
 |
Deckers Outdoor |
829.802 |
8/12/24 |
3.15 |
855.104 |
-2.96 |
594.905 |
260.198 |
43.74 |
|
42.68 |
| |  |
 |
 |
 |
|
 |
Starbucks |
69.607 |
8/12/24 |
2.58 |
69.697 |
-0.13 |
81.712 |
-12.015 |
-14.70 |
|
-15.26 |
| |  |
 |
 |
 |
|
 |
DexCom |
64.402 |
8/12/24 |
2.16 |
101.360 |
-36.46 |
104.772 |
-3.412 |
-3.26 |
|
-0.41 |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
99.426 |
8/12/24 |
2.04 |
103.339 |
-3.79 |
100.905 |
2.434 |
2.41 |
|
0.09 |
| |  |
 |
 |
 |
|
 |
AMD |
123.589 |
8/12/24 |
1.86 |
142.493 |
-13.27 |
119.720 |
22.773 |
19.02 |
|
20.88 |
| |  |
 |
 |
 |
L |
 |
Take-Two Interactive |
133.095 |
8/12/24 |
1.71 |
139.421 |
-4.54 |
138.888 |
0.533 |
0.38 |
|
5.38 |
| |  |
 |
 |
 |
L |
 |
Micron Technology |
85.519 |
8/12/24 |
1.68 |
118.845 |
-28.04 |
74.173 |
44.672 |
60.23 |
|
61.89 |
| |  |
 |
 |
 |
L |
 |
AstraZeneca |
74.567 |
8/12/24 |
1.64 |
70.429 |
5.88 |
56.850 |
13.579 |
23.89 |
|
16.63 |
| |  |
 |
 |
 |
|
 |
KLA-Tencor |
684.535 |
8/12/24 |
1.44 |
748.015 |
-8.49 |
499.678 |
248.337 |
49.70 |
|
48.02 |
| |  |
 |
 |
 |
|
 |
Encompass Health |
78.489 |
8/12/24 |
1.33 |
77.134 |
1.76 |
57.613 |
19.520 |
33.88 |
|
21.76 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
37.555 |
8/12/24 |
1.24 |
43.745 |
-14.15 |
36.345 |
7.400 |
20.36 |
|
20.02 |
| |  |
 |
 |
 |
S |
 |
Halliburton |
28.356 |
8/12/24 |
1.23 |
30.208 |
-6.13 |
31.379 |
-1.171 |
-3.73 |
|
-8.89 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
510.812 |
8/12/24 |
1.17 |
446.980 |
14.28 |
446.216 |
0.764 |
0.17 |
|
-0.23 |
| |  |
 |
 |
 |
L |
 |
Enphase Energy |
98.595 |
8/12/24 |
1.16 |
87.887 |
12.18 |
114.909 |
-27.022 |
-23.52 |
|
-15.88 |
| |  |
 |
 |
 |
L |
 |
Walmart |
62.079 |
8/12/24 |
1.10 |
60.977 |
1.81 |
44.781 |
16.196 |
36.17 |
|
23.30 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
62.585 |
8/12/24 |
1.05 |
64.248 |
-2.59 |
53.154 |
11.094 |
20.87 |
|
28.45 |
| |  |
 |
 |
 |
L |
 |
Costco |
780.346 |
8/12/24 |
1.01 |
764.172 |
2.12 |
575.961 |
188.210 |
32.68 |
|
35.28 |
| |  |
 |
 |
 |
|
 |
Applied Materials |
174.482 |
8/12/24 |
1.00 |
214.530 |
-18.67 |
138.973 |
75.557 |
54.37 |
|
46.46 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
503.240 |
8/12/24 |
0.97 |
421.488 |
19.40 |
384.391 |
37.097 |
9.65 |
|
6.25 |
| |  |
 |
 |
 |
S |
 |
Fortinet |
63.579 |
8/12/24 |
0.96 |
54.082 |
17.56 |
50.830 |
3.252 |
6.40 |
|
-1.69 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
92.116 |
8/12/24 |
0.91 |
80.251 |
14.78 |
76.909 |
3.342 |
4.35 |
|
-0.20 |
| |  |
 |
 |
 |
|
 |
Devon Energy |
40.961 |
8/12/24 |
0.91 |
43.130 |
-5.03 |
39.286 |
3.844 |
9.78 |
|
2.63 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
12/25/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
PSEG |
72.751 |
8/12/24 |
0.81 |
66.534 |
9.34 |
52.013 |
14.521 |
27.92 |
|
18.83 |
| |  |
 |
 |
 |
S |
 |
Illumina |
112.538 |
8/12/24 |
0.79 |
95.333 |
18.05 |
120.063 |
-24.731 |
-20.60 |
|
-18.86 |
| |  |
 |
 |
 |
|
 |
Diamondback Energy |
181.891 |
8/12/24 |
0.76 |
184.078 |
-1.19 |
134.119 |
49.959 |
37.25 |
|
27.07 |
| |  |
 |
 |
 |
|
 |
Ross Stores |
127.113 |
8/12/24 |
0.74 |
131.243 |
-3.15 |
116.993 |
14.250 |
12.18 |
|
15.43 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
42.525 |
8/12/24 |
0.73 |
37.320 |
13.95 |
44.844 |
-7.524 |
-16.78 |
|
-19.42 |
| |  |
 |
 |
 |
|
 |
Matson |
117.589 |
8/12/24 |
0.73 |
116.640 |
0.81 |
95.922 |
20.718 |
21.60 |
|
31.72 |
| |  |
 |
 |
 |
L |
 |
HP |
30.525 |
8/12/24 |
0.72 |
31.600 |
-3.40 |
25.882 |
5.718 |
22.09 |
|
20.16 |
| |  |
 |
 |
 |
L |
 |
Apple |
196.566 |
8/12/24 |
0.71 |
195.861 |
0.36 |
166.030 |
29.831 |
17.97 |
|
20.39 |
| |  |
 |
 |
 |
|
 |
Ansys |
283.116 |
8/12/24 |
0.69 |
290.209 |
-2.44 |
307.002 |
-16.793 |
-5.47 |
|
2.38 |
| |  |
 |
 |
 |
|
 |
Keurig Dr Pepper |
31.446 |
8/12/24 |
0.69 |
29.675 |
5.97 |
28.155 |
1.520 |
5.40 |
|
4.87 |
| |  |
 |
 |
 |
S |
 |
FedEx |
252.248 |
8/12/24 |
0.63 |
269.896 |
-6.54 |
212.709 |
57.186 |
26.88 |
|
19.38 |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
102.444 |
8/12/24 |
0.62 |
89.775 |
14.11 |
83.067 |
6.709 |
8.08 |
|
7.92 |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
243.492 |
8/12/24 |
0.58 |
225.898 |
7.79 |
250.161 |
-24.263 |
-9.70 |
|
-8.59 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
38.133 |
8/12/24 |
0.55 |
34.618 |
10.15 |
31.071 |
3.547 |
11.42 |
|
4.53 |
| |  |
 |
 |
 |
|
 |
Cintas |
686.423 |
8/12/24 |
0.53 |
627.209 |
9.44 |
510.475 |
116.733 |
22.87 |
|
24.31 |
| |  |
 |
 |
 |
|
 |
Edison International |
74.468 |
8/12/24 |
0.52 |
64.329 |
15.76 |
59.586 |
4.744 |
7.96 |
|
5.56 |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
541.337 |
8/12/24 |
0.48 |
489.514 |
10.59 |
453.711 |
35.803 |
7.89 |
|
3.56 |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
49.447 |
8/12/24 |
0.46 |
43.383 |
13.98 |
40.135 |
3.248 |
8.09 |
|
2.24 |
| |  |
 |
 |
 |
|
 |
Intuitive Surgical |
420.666 |
8/12/24 |
0.46 |
394.199 |
6.71 |
288.375 |
105.824 |
36.70 |
|
31.55 |
| |  |
 |
 |
 |
L |
 |
Southern |
78.796 |
8/12/24 |
0.46 |
69.579 |
13.25 |
59.551 |
10.028 |
16.84 |
|
11.60 |
| |  |
 |
 |
 |
|
 |
Nike |
67.447 |
8/12/24 |
0.40 |
69.426 |
-2.85 |
92.655 |
-23.229 |
-25.07 |
|
-22.79 |
| |  |
 |
 |
 |
L |
 |
Oracle |
119.803 |
8/12/24 |
0.39 |
129.300 |
-7.35 |
91.077 |
38.224 |
41.97 |
|
26.43 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
105.363 |
8/12/24 |
0.39 |
89.956 |
17.13 |
71.378 |
18.579 |
26.03 |
|
14.75 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
176.162 |
8/12/24 |
0.39 |
161.822 |
8.86 |
133.536 |
28.286 |
21.18 |
|
19.93 |
| |  |
 |
 |
 |
|
 |
Lam Research |
732.743 |
8/12/24 |
0.37 |
958.415 |
-23.55 |
668.916 |
289.500 |
43.28 |
|
41.60 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
12/25/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Analog Devices |
191.642 |
8/12/24 |
0.36 |
203.479 |
-5.82 |
169.032 |
34.447 |
20.38 |
|
20.61 |
| |  |
 |
 |
 |
L |
 |
AES |
15.100 |
8/12/24 |
0.30 |
15.759 |
-4.19 |
16.380 |
-0.621 |
-3.79 |
|
1.11 |
| |  |
 |
 |
 |
|
 |
Broadcom |
134.297 |
8/12/24 |
0.24 |
1,482.674 |
-90.94 |
962.205 |
520.469 |
54.09 |
|
58.88 |
| |  |
 |
 |
 |
|
 |
Baker Hughes |
31.763 |
8/12/24 |
0.23 |
31.573 |
0.60 |
29.261 |
2.312 |
7.90 |
|
7.51 |
| |  |
 |
 |
 |
L |
 |
American Water |
128.821 |
8/12/24 |
0.20 |
115.448 |
11.58 |
112.825 |
2.622 |
2.32 |
|
1.06 |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
89.188 |
8/12/24 |
0.20 |
78.444 |
13.70 |
74.842 |
3.602 |
4.81 |
|
6.20 |
| |  |
 |
 |
 |
S |
 |
Shoals Technologies |
4.636 |
8/12/24 |
0.20 |
5.521 |
-16.04 |
13.516 |
-7.995 |
-59.15 |
|
-53.15 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
22.934 |
8/12/24 |
0.20 |
25.401 |
-9.71 |
25.299 |
0.102 |
0.40 |
|
-2.10 |
| |  |
 |
 |
 |
|
 |
DoorDash |
112.086 |
8/12/24 |
0.19 |
98.053 |
14.31 |
85.639 |
12.413 |
14.49 |
|
13.83 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
186.319 |
8/12/24 |
0.19 |
185.650 |
0.36 |
143.561 |
42.089 |
29.32 |
|
26.65 |
| |  |
 |
 |
 |
|
 |
Microsoft |
367.605 |
8/12/24 |
0.19 |
412.714 |
-10.93 |
321.238 |
91.476 |
28.48 |
|
25.25 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
70.103 |
8/12/24 |
0.15 |
63.164 |
10.99 |
51.241 |
11.922 |
23.27 |
|
12.94 |
| |  |
 |
 |
 |
|
 |
AbbVie |
171.852 |
8/12/24 |
0.13 |
153.951 |
11.63 |
132.876 |
21.075 |
15.86 |
|
11.75 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
107.532 |
8/12/24 |
0.13 |
103.881 |
3.51 |
87.398 |
16.484 |
18.86 |
|
8.14 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
85.700 |
8/12/24 |
0.13 |
89.604 |
-4.36 |
79.250 |
10.353 |
13.06 |
|
16.61 |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
52.429 |
8/12/24 |
0.10 |
47.377 |
10.66 |
53.222 |
-5.845 |
-10.98 |
|
-7.84 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
104.902 |
8/12/24 |
0.07 |
91.492 |
14.66 |
79.705 |
11.787 |
14.79 |
|
9.25 |
| |  |
 |
 |
 |
|
 |
Visa |
234.844 |
8/12/24 |
0.05 |
237.871 |
-1.27 |
221.628 |
16.243 |
7.33 |
|
4.41 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
107.631 |
8/12/24 |
0.03 |
109.222 |
-1.46 |
110.553 |
-1.331 |
-1.20 |
|
2.91 |
| |  |
 |
 |
 |
|
 |
Chevron |
131.044 |
8/12/24 |
0.02 |
141.436 |
-7.35 |
129.540 |
11.896 |
9.18 |
|
2.58 |
| |  |
 |
 |
 |
|
 |
Citigroup |
52.266 |
8/12/24 |
|
57.317 |
-8.81 |
43.617 |
13.700 |
31.41 |
|
30.08 |
| |  |
 |
 |
 |
|
 |
Amazon.com |
150.725 |
8/12/24 |
-0.08 |
178.196 |
-15.42 |
131.572 |
46.623 |
35.44 |
|
32.08 |
| |  |
 |
 |
 |
|
 |
Marvell Tech |
54.679 |
8/12/24 |
-0.08 |
64.158 |
-14.77 |
51.670 |
12.487 |
24.17 |
|
17.14 |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
173.551 |
8/12/24 |
-0.08 |
175.846 |
-1.31 |
144.282 |
31.564 |
21.88 |
|
17.94 |
| |  |
 |
 |
 |
L |
 |
Sprouts |
86.911 |
8/12/24 |
-0.10 |
75.516 |
15.09 |
41.876 |
33.640 |
80.33 |
|
74.70 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
12/25/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Booking |
3,107.741 |
8/12/24 |
-0.11 |
3,510.488 |
-11.47 |
3,032.200 |
478.288 |
15.77 |
|
20.37 |
| |  |
 |
 |
 |
|
 |
Datadog |
101.351 |
8/12/24 |
-0.11 |
117.924 |
-14.05 |
105.047 |
12.877 |
12.26 |
|
21.13 |
| |  |
 |
 |
 |
|
 |
Palo Alto Networks |
299.191 |
8/12/24 |
-0.11 |
308.047 |
-2.87 |
255.744 |
52.303 |
20.45 |
|
26.65 |
| |  |
 |
 |
 |
|
 |
Netflix |
572.123 |
8/12/24 |
-0.13 |
608.693 |
-6.01 |
417.443 |
191.250 |
45.81 |
|
39.96 |
| |  |
 |
 |
 |
L |
 |
Kirby |
105.282 |
8/12/24 |
-0.14 |
109.384 |
-3.75 |
69.397 |
39.988 |
57.62 |
|
44.01 |
| |  |
 |
 |
 |
S |
 |
Molina Healthcare |
305.128 |
8/12/24 |
-0.15 |
264.004 |
15.58 |
307.345 |
-43.341 |
-14.10 |
|
-13.86 |
| |  |
 |
 |
 |
|
 |
General Electric |
150.788 |
8/12/24 |
-0.16 |
143.650 |
4.97 |
108.649 |
35.001 |
32.21 |
|
25.31 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
147.084 |
8/12/24 |
-0.20 |
143.388 |
2.58 |
172.977 |
-29.589 |
-17.11 |
|
-13.22 |
| |  |
 |
 |
 |
L |
 |
LTC Properties |
32.440 |
8/12/24 |
-0.22 |
31.121 |
4.24 |
27.906 |
3.215 |
11.52 |
|
7.59 |
| |  |
 |
 |
 |
L |
 |
Altria |
45.462 |
8/12/24 |
-0.24 |
41.594 |
9.30 |
34.613 |
6.981 |
20.17 |
|
9.87 |
| |  |
 |
 |
 |
|
 |
Mastercard |
411.774 |
8/12/24 |
-0.24 |
395.437 |
4.13 |
363.706 |
31.731 |
8.72 |
|
4.93 |
| |  |
 |
 |
 |
L |
 |
DuPont |
70.781 |
8/12/24 |
-0.25 |
71.631 |
-1.19 |
64.774 |
6.856 |
10.59 |
|
9.70 |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
31.257 |
8/12/24 |
-0.26 |
36.226 |
-13.72 |
34.887 |
1.339 |
3.84 |
|
2.67 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
34.491 |
8/12/24 |
-0.29 |
36.154 |
-4.60 |
28.669 |
7.485 |
26.11 |
|
27.34 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
388.913 |
8/12/24 |
-0.30 |
366.141 |
6.22 |
305.707 |
60.434 |
19.77 |
|
10.73 |
| |  |
 |
 |
 |
|
 |
Energy Recovery |
15.000 |
8/12/24 |
-0.30 |
11.476 |
30.71 |
16.003 |
-4.527 |
-28.29 |
|
-27.94 |
| |  |
 |
 |
 |
|
 |
Fiserv |
145.575 |
8/12/24 |
-0.30 |
132.960 |
9.49 |
114.583 |
18.377 |
16.04 |
|
12.26 |
| |  |
 |
 |
 |
|
 |
O'Reilly |
1,013.031 |
8/12/24 |
-0.30 |
918.376 |
10.31 |
816.482 |
101.893 |
12.48 |
|
5.03 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
77.667 |
8/12/24 |
-0.30 |
88.592 |
-12.33 |
78.058 |
10.533 |
13.49 |
|
5.24 |
| |  |
 |
 |
 |
L |
 |
AT&T |
17.558 |
8/12/24 |
-0.31 |
17.151 |
2.37 |
14.193 |
2.958 |
20.84 |
|
20.62 |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
213.934 |
8/12/24 |
-0.32 |
203.190 |
5.29 |
208.893 |
-5.703 |
-2.73 |
|
0.55 |
| |  |
 |
 |
 |
|
 |
American Express |
214.205 |
8/12/24 |
-0.34 |
211.277 |
1.39 |
159.144 |
52.133 |
32.76 |
|
29.31 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
466.227 |
8/12/24 |
-0.35 |
456.043 |
2.23 |
303.066 |
152.978 |
50.48 |
|
40.51 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
25.708 |
8/12/24 |
-0.35 |
25.500 |
0.82 |
24.356 |
1.145 |
4.70 |
|
-4.66 |
| |  |
 |
 |
 |
|
 |
Target |
122.008 |
8/12/24 |
-0.35 |
131.695 |
-7.36 |
120.235 |
11.460 |
9.53 |
|
8.82 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
12/25/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Autodesk |
216.482 |
8/12/24 |
-0.36 |
222.139 |
-2.55 |
208.190 |
13.949 |
6.70 |
|
11.90 |
| |  |
 |
 |
 |
S |
 |
Monster Beverage |
41.468 |
8/12/24 |
-0.37 |
45.091 |
-8.04 |
48.034 |
-2.943 |
-6.13 |
|
-8.14 |
| |  |
 |
 |
 |
L |
 |
AEP |
87.778 |
8/12/24 |
-0.40 |
78.869 |
11.30 |
68.934 |
9.935 |
14.41 |
|
9.22 |
| |  |
 |
 |
 |
|
 |
MetLife |
63.118 |
8/12/24 |
-0.40 |
63.146 |
-0.04 |
56.481 |
6.664 |
11.80 |
|
8.28 |
| |  |
 |
 |
 |
L |
 |
California Water |
47.287 |
8/12/24 |
-0.42 |
43.709 |
8.19 |
45.067 |
-1.358 |
-3.01 |
|
0.44 |
| |  |
 |
 |
 |
|
 |
Intuit |
566.946 |
8/12/24 |
-0.44 |
588.054 |
-3.59 |
535.200 |
52.855 |
9.88 |
|
16.88 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
144.472 |
8/12/24 |
-0.46 |
132.327 |
9.18 |
133.322 |
-0.994 |
-0.75 |
|
-4.79 |
| |  |
 |
 |
 |
|
 |
Electronic Arts |
131.848 |
8/12/24 |
-0.47 |
124.086 |
6.26 |
118.065 |
6.021 |
5.10 |
|
6.65 |
| |  |
 |
 |
 |
L |
 |
Biogen |
181.665 |
8/12/24 |
-0.48 |
209.434 |
-13.26 |
221.234 |
-11.800 |
-5.33 |
|
-2.15 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
227.091 |
8/12/24 |
-0.48 |
231.519 |
-1.91 |
228.412 |
3.107 |
1.36 |
|
6.95 |
| |  |
 |
 |
 |
|
 |
Exelon |
33.344 |
8/12/24 |
-0.54 |
31.220 |
6.80 |
30.239 |
0.982 |
3.25 |
|
-7.42 |
| |  |
 |
 |
 |
|
 |
Verizon |
36.624 |
8/12/24 |
-0.54 |
37.717 |
-2.90 |
32.151 |
5.566 |
17.31 |
|
15.08 |
| |  |
 |
 |
 |
|
 |
PepsiCo |
154.900 |
8/12/24 |
-0.56 |
147.192 |
5.24 |
143.802 |
3.390 |
2.36 |
|
-3.71 |
| |  |
 |
 |
 |
|
 |
Paychex |
111.824 |
8/12/24 |
-0.57 |
105.725 |
5.77 |
102.791 |
2.933 |
2.85 |
|
-0.87 |
| |  |
 |
 |
 |
S |
 |
Baxter |
33.371 |
8/12/24 |
-0.59 |
29.874 |
11.71 |
32.915 |
-3.041 |
-9.24 |
|
-13.16 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
93.137 |
8/12/24 |
-0.60 |
97.637 |
-4.61 |
82.707 |
14.931 |
18.05 |
|
11.53 |
| |  |
 |
 |
 |
|
 |
IDEXX Labs |
433.678 |
8/12/24 |
-0.60 |
430.489 |
0.74 |
475.142 |
-44.654 |
-9.40 |
|
-3.31 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
35.296 |
8/12/24 |
-0.61 |
42.398 |
-16.75 |
35.273 |
7.125 |
20.20 |
|
14.19 |
| |  |
 |
 |
 |
|
 |
General Dynamics |
263.137 |
8/12/24 |
-0.61 |
260.128 |
1.16 |
217.915 |
42.213 |
19.37 |
|
16.60 |
| |  |
 |
 |
 |
|
 |
AIG |
64.709 |
8/12/24 |
-0.62 |
67.311 |
-3.87 |
57.399 |
9.912 |
17.27 |
|
13.97 |
| |  |
 |
 |
 |
S |
 |
Atlassian |
127.005 |
8/12/24 |
-0.62 |
161.072 |
-21.15 |
206.509 |
-45.437 |
-22.00 |
|
-5.85 |
| |  |
 |
 |
 |
S |
 |
Align Technology |
192.988 |
8/12/24 |
-0.63 |
215.642 |
-10.51 |
233.154 |
-17.513 |
-7.51 |
|
-13.79 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
62.603 |
8/12/24 |
-0.63 |
58.953 |
6.19 |
61.069 |
-2.117 |
-3.47 |
|
-5.85 |
| |  |
 |
 |
 |
L |
 |
3M |
111.472 |
8/12/24 |
-0.65 |
90.914 |
22.61 |
91.188 |
-0.274 |
-0.30 |
|
4.12 |
| |  |
 |
 |
 |
|
 |
CrowdStrike |
216.274 |
8/12/24 |
-0.65 |
354.358 |
-38.97 |
219.227 |
135.131 |
61.64 |
|
80.60 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
12/25/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
S |
 |
Workday |
190.277 |
8/12/24 |
-0.65 |
203.063 |
-6.30 |
233.755 |
-30.691 |
-13.13 |
|
-7.03 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
303.646 |
8/12/24 |
-0.66 |
297.366 |
2.11 |
249.011 |
48.355 |
19.42 |
|
15.10 |
| |  |
 |
 |
 |
L |
 |
Verisk Analytics |
237.076 |
8/12/24 |
-0.67 |
242.272 |
-2.14 |
202.564 |
39.708 |
19.60 |
|
14.81 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
177.825 |
8/12/24 |
-0.73 |
190.620 |
-6.71 |
176.356 |
14.264 |
8.09 |
|
9.36 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
61.600 |
8/12/24 |
-0.74 |
57.182 |
7.73 |
50.015 |
7.167 |
14.33 |
|
8.35 |
| |  |
 |
 |
 |
|
 |
Paccar |
83.287 |
8/12/24 |
-0.74 |
92.026 |
-9.50 |
83.590 |
8.436 |
10.09 |
|
7.96 |
| |  |
 |
 |
 |
|
 |
Synopsys |
470.646 |
8/12/24 |
-0.74 |
543.758 |
-13.45 |
449.775 |
93.984 |
20.90 |
|
20.29 |
| |  |
 |
 |
 |
|
 |
CDW |
191.660 |
8/12/24 |
-0.76 |
198.066 |
-3.23 |
194.357 |
3.709 |
1.91 |
|
2.77 |
| |  |
 |
 |
 |
S |
 |
UPS |
112.827 |
8/12/24 |
-0.76 |
122.848 |
-8.16 |
135.714 |
-12.866 |
-9.48 |
|
-10.63 |
| |  |
 |
 |
 |
L |
 |
Amgen |
289.161 |
8/12/24 |
-0.77 |
281.037 |
2.89 |
243.694 |
37.343 |
15.32 |
|
16.06 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
91.519 |
8/12/24 |
-0.77 |
86.333 |
6.01 |
67.321 |
19.011 |
28.24 |
|
20.93 |
| |  |
 |
 |
 |
|
 |
Interface |
14.738 |
8/12/24 |
-0.79 |
13.166 |
11.94 |
10.857 |
2.309 |
21.26 |
|
28.10 |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
57.173 |
8/12/24 |
-0.80 |
54.317 |
5.26 |
44.140 |
10.177 |
23.06 |
|
23.03 |
| |  |
 |
 |
 |
|
 |
Home Depot |
312.484 |
8/12/24 |
-0.81 |
303.791 |
2.86 |
298.949 |
4.842 |
1.62 |
|
3.43 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
799.151 |
8/12/24 |
-0.82 |
826.251 |
-3.28 |
489.164 |
337.087 |
68.91 |
|
50.82 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
97.411 |
8/12/24 |
-0.84 |
93.254 |
4.46 |
93.504 |
-0.249 |
-0.27 |
|
-0.91 |
| |  |
 |
 |
 |
L |
 |
Alphabet A |
146.650 |
8/12/24 |
-0.84 |
165.355 |
-11.31 |
121.341 |
44.014 |
36.27 |
|
32.58 |
| |  |
 |
 |
 |
|
 |
Dow |
47.187 |
8/12/24 |
-0.84 |
47.558 |
-0.78 |
47.271 |
0.287 |
0.61 |
|
-0.95 |
| |  |
 |
 |
 |
L |
 |
Vertex |
419.744 |
8/12/24 |
-0.84 |
425.835 |
-1.43 |
347.541 |
78.294 |
22.53 |
|
24.04 |
| |  |
 |
 |
 |
L |
 |
Adtalem |
64.573 |
8/12/24 |
-0.85 |
60.787 |
6.23 |
51.353 |
9.434 |
18.37 |
|
38.20 |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
148.150 |
8/12/24 |
-0.87 |
166.710 |
-11.13 |
122.396 |
44.314 |
36.21 |
|
32.60 |
| |  |
 |
 |
 |
|
 |
Regeneron |
1,013.049 |
8/12/24 |
-0.90 |
955.153 |
6.06 |
726.143 |
229.010 |
31.54 |
|
24.42 |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
65.956 |
8/12/24 |
-0.91 |
62.025 |
6.34 |
68.316 |
-6.291 |
-9.21 |
|
-6.06 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
102.544 |
8/12/24 |
-0.93 |
115.574 |
-11.27 |
92.363 |
23.211 |
25.13 |
|
13.76 |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
438.712 |
8/12/24 |
-0.97 |
418.976 |
4.71 |
326.444 |
92.533 |
28.35 |
|
29.55 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
12/25/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
147.192 |
8/12/24 |
-0.97 |
180.753 |
-18.57 |
123.056 |
57.696 |
46.89 |
|
47.40 |
| |  |
 |
 |
 |
L |
 |
Array Tech |
6.353 |
8/12/24 |
-0.99 |
8.648 |
-26.54 |
14.794 |
-6.146 |
-41.54 |
|
-38.33 |
| |  |
 |
 |
 |
|
 |
Adobe |
479.763 |
8/12/24 |
-1.00 |
506.041 |
-5.19 |
513.485 |
-7.444 |
-1.45 |
|
6.43 |
| |  |
 |
 |
 |
|
 |
Fastenal |
59.377 |
8/12/24 |
-1.02 |
56.106 |
5.83 |
56.035 |
0.071 |
0.13 |
|
0.35 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
214.323 |
8/12/24 |
-1.02 |
193.431 |
10.80 |
200.780 |
-7.350 |
-3.66 |
|
-3.07 |
| |  |
 |
 |
 |
L |
 |
Plug Power |
1.762 |
8/12/24 |
-1.02 |
2.060 |
-14.47 |
3.876 |
-1.816 |
-46.85 |
|
-47.39 |
| |  |
 |
 |
 |
|
 |
IBM |
171.220 |
8/12/24 |
-1.03 |
158.225 |
8.21 |
139.051 |
19.175 |
13.79 |
|
12.11 |
| |  |
 |
 |
 |
|
 |
Landstar System |
167.271 |
8/12/24 |
-1.04 |
165.725 |
0.93 |
170.550 |
-4.825 |
-2.83 |
|
0.91 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
73.366 |
8/12/24 |
-1.04 |
69.688 |
5.28 |
70.254 |
-0.566 |
-0.81 |
|
-3.94 |
| |  |
 |
 |
 |
|
 |
Zscaler |
155.921 |
8/12/24 |
-1.04 |
179.479 |
-13.13 |
190.112 |
-10.633 |
-5.59 |
|
12.89 |
| |  |
 |
 |
 |
|
 |
GlobalFoundries |
39.064 |
8/12/24 |
-1.05 |
45.416 |
-13.99 |
51.747 |
-6.331 |
-12.23 |
|
-6.70 |
| |  |
 |
 |
 |
S |
 |
MongoDB |
209.976 |
8/12/24 |
-1.08 |
238.115 |
-11.82 |
357.532 |
-119.416 |
-33.40 |
|
-27.10 |
| |  |
 |
 |
 |
L |
 |
Ormat Technologies |
64.799 |
8/12/24 |
-1.10 |
62.531 |
3.63 |
65.083 |
-2.552 |
-3.92 |
|
0.57 |
| |  |
 |
 |
 |
L |
 |
General Motors |
38.847 |
8/12/24 |
-1.13 |
42.181 |
-7.90 |
30.891 |
11.291 |
36.55 |
|
30.41 |
| |  |
 |
 |
 |
|
 |
Constellation Energy |
169.277 |
8/12/24 |
-1.16 |
185.289 |
-8.64 |
98.906 |
86.383 |
87.34 |
|
63.35 |
| |  |
 |
 |
 |
|
 |
Automatic Data |
234.148 |
8/12/24 |
-1.17 |
212.958 |
9.95 |
198.079 |
14.879 |
7.51 |
|
-0.15 |
| |  |
 |
 |
 |
S |
 |
Dollar Tree |
84.851 |
8/12/24 |
-1.21 |
96.914 |
-12.45 |
117.113 |
-20.199 |
-17.25 |
|
-13.62 |
| |  |
 |
 |
 |
|
 |
Marsh & McLennan |
196.404 |
8/12/24 |
-1.23 |
189.988 |
3.38 |
161.142 |
28.846 |
17.90 |
|
9.02 |
| |  |
 |
 |
 |
|
 |
GE HealthCare |
74.432 |
8/12/24 |
-1.24 |
68.911 |
8.01 |
66.532 |
2.378 |
3.57 |
|
1.94 |
| |  |
 |
 |
 |
L |
 |
eBay |
50.432 |
8/12/24 |
-1.26 |
47.603 |
5.94 |
37.580 |
10.023 |
26.67 |
|
18.72 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
178.458 |
8/12/24 |
-1.26 |
189.635 |
-5.89 |
216.577 |
-26.942 |
-12.44 |
|
0.78 |
| |  |
 |
 |
 |
|
 |
Airbnb |
102.670 |
8/12/24 |
-1.27 |
137.017 |
-25.07 |
120.749 |
16.268 |
13.47 |
|
9.50 |
| |  |
 |
 |
 |
L |
 |
Fox A |
35.088 |
8/12/24 |
-1.27 |
30.832 |
13.80 |
25.565 |
5.267 |
20.60 |
|
10.46 |
| |  |
 |
 |
 |
|
 |
Roper Technologies |
469.950 |
8/12/24 |
-1.27 |
508.408 |
-7.56 |
466.146 |
42.262 |
9.07 |
|
10.49 |
| |  |
 |
 |
 |
L |
 |
United Natural Foods |
11.133 |
8/12/24 |
-1.28 |
11.557 |
-3.67 |
14.013 |
-2.456 |
-17.52 |
|
-10.58 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
12/25/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Cadence |
240.944 |
8/12/24 |
-1.29 |
280.956 |
-14.24 |
236.542 |
44.414 |
18.78 |
|
19.00 |
| |  |
 |
 |
 |
|
 |
Ryder System |
119.134 |
8/12/24 |
-1.29 |
110.866 |
7.46 |
101.093 |
9.773 |
9.67 |
|
16.53 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
189.518 |
8/12/24 |
-1.29 |
183.409 |
3.33 |
159.341 |
24.068 |
15.10 |
|
9.82 |
| |  |
 |
 |
 |
|
 |
ON Semiconductor |
63.588 |
8/12/24 |
-1.30 |
62.513 |
1.72 |
73.299 |
-10.786 |
-14.71 |
|
-11.72 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
47.043 |
8/12/24 |
-1.33 |
54.751 |
-14.08 |
42.177 |
12.574 |
29.81 |
|
28.83 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
40.537 |
8/12/24 |
-1.34 |
42.940 |
-5.60 |
42.957 |
-0.017 |
-0.04 |
|
-4.22 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
172.250 |
8/12/24 |
-1.35 |
161.478 |
6.67 |
177.081 |
-15.602 |
-8.81 |
|
-8.32 |
| |  |
 |
 |
 |
S |
 |
Comcast |
34.817 |
8/12/24 |
-1.41 |
34.491 |
0.94 |
37.734 |
-3.243 |
-8.59 |
|
-8.42 |
| |  |
 |
 |
 |
|
 |
Copart |
45.416 |
8/12/24 |
-1.43 |
48.209 |
-5.79 |
41.859 |
6.349 |
15.17 |
|
11.19 |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
37.473 |
8/12/24 |
-1.43 |
35.458 |
5.68 |
37.314 |
-1.856 |
-4.97 |
|
4.03 |
| |  |
 |
 |
 |
S |
 |
CSX |
30.272 |
8/12/24 |
-1.47 |
30.353 |
-0.27 |
29.699 |
0.654 |
2.20 |
|
2.53 |
| |  |
 |
 |
 |
|
 |
Kadant |
262.323 |
8/12/24 |
-1.48 |
262.359 |
-0.01 |
239.929 |
22.430 |
9.35 |
|
15.23 |
| |  |
 |
 |
 |
|
 |
Marriott |
193.991 |
8/12/24 |
-1.51 |
216.428 |
-10.37 |
190.918 |
25.510 |
13.36 |
|
12.47 |
| |  |
 |
 |
 |
|
 |
Capital One |
119.387 |
8/12/24 |
-1.56 |
126.237 |
-5.43 |
111.264 |
14.972 |
13.46 |
|
19.00 |
| |  |
 |
 |
 |
|
 |
FuelCell Energy |
0.399 |
8/12/24 |
-1.61 |
0.552 |
-27.76 |
1.415 |
-0.863 |
-61.01 |
|
-49.18 |
| |  |
 |
 |
 |
L |
 |
Hannon Armstrong SIC |
27.299 |
8/12/24 |
-1.63 |
25.961 |
5.15 |
23.884 |
2.077 |
8.70 |
|
20.85 |
| |  |
 |
 |
 |
S |
 |
Cognizant |
66.091 |
8/12/24 |
-1.72 |
61.212 |
7.97 |
64.448 |
-3.237 |
-5.02 |
|
-1.85 |
| |  |
 |
 |
 |
|
 |
Steelcase |
11.106 |
8/12/24 |
-1.76 |
11.711 |
-5.17 |
11.921 |
-0.210 |
-1.76 |
|
19.85 |
| |  |
 |
 |
 |
S |
 |
Intel |
17.494 |
8/12/24 |
-1.78 |
27.868 |
-37.22 |
41.165 |
-13.297 |
-32.30 |
|
-16.59 |
| |  |
 |
 |
 |
|
 |
PayPal |
57.344 |
8/12/24 |
-1.95 |
52.239 |
9.77 |
53.034 |
-0.795 |
-1.50 |
|
-4.84 |
| |  |
 |
 |
 |
S |
 |
Potlatch |
36.922 |
8/12/24 |
-1.99 |
34.139 |
8.15 |
42.357 |
-8.218 |
-19.40 |
|
-16.53 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
208.801 |
8/12/24 |
-2.02 |
192.979 |
8.20 |
191.244 |
1.735 |
0.91 |
|
-1.15 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
150.734 |
8/12/24 |
-2.19 |
147.038 |
2.51 |
124.591 |
22.447 |
18.02 |
|
7.34 |
| |  |
 |
 |
 |
|
 |
Boeing |
148.313 |
8/12/24 |
-2.25 |
168.707 |
-12.09 |
223.352 |
-54.645 |
-24.47 |
|
-6.38 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
50.432 |
8/12/24 |
-2.28 |
52.546 |
-4.02 |
67.544 |
-14.998 |
-22.21 |
|
-15.46 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
12/25/23 |
prc diff |
⇓ Δ27 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
The Trade Desk |
87.688 |
8/12/24 |
-2.28 |
88.528 |
-0.95 |
62.973 |
25.555 |
40.58 |
|
27.03 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
8.910 |
8/12/24 |
-2.38 |
11.530 |
-22.73 |
10.591 |
0.939 |
8.87 |
|
7.41 |
| |  |
 |
 |
 |
S |
 |
CoStar |
65.088 |
8/12/24 |
-2.50 |
66.760 |
-2.50 |
75.014 |
-8.254 |
-11.00 |
|
-10.17 |
| |  |
 |
 |
 |
|
 |
United Airlines |
36.525 |
8/12/24 |
-2.51 |
43.672 |
-16.37 |
36.491 |
7.182 |
19.68 |
|
9.30 |
| |  |
 |
 |
 |
S |
 |
Xerox |
8.774 |
8/12/24 |
-2.51 |
10.437 |
-15.93 |
16.037 |
-5.600 |
-34.92 |
|
-24.25 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
8.684 |
8/12/24 |
-2.54 |
9.976 |
-12.95 |
12.272 |
-2.296 |
-18.71 |
|
-19.25 |
| |  |
 |
 |
 |
L |
 |
Bloom Energy |
10.066 |
8/12/24 |
-3.05 |
10.274 |
-2.02 |
12.761 |
-2.487 |
-19.49 |
|
-8.33 |
| |  |
 |
 |
 |
S |
 |
Kraft Heinz |
30.877 |
8/12/24 |
-3.12 |
28.790 |
7.25 |
31.182 |
-2.393 |
-7.67 |
|
-7.61 |
| |  |
 |
 |
 |
L |
 |
Sunrun |
15.660 |
8/12/24 |
-3.13 |
9.863 |
58.77 |
16.517 |
-6.654 |
-40.29 |
|
-15.85 |
| |  |
 |
 |
 |
|
 |
MillerKnoll |
24.524 |
8/12/24 |
-3.49 |
23.910 |
2.57 |
24.013 |
-0.103 |
-0.43 |
|
15.14 |
| |  |
 |
 |
 |
|
 |
Simon Property |
138.346 |
8/12/24 |
-3.51 |
132.400 |
4.49 |
122.036 |
10.364 |
8.49 |
|
14.92 |
| |  |
 |
 |
 |
L |
 |
Charter Comm |
316.957 |
8/12/24 |
-3.75 |
267.492 |
18.49 |
327.679 |
-60.187 |
-18.37 |
|
-12.58 |
| |  |
 |
 |
 |
L |
 |
Moderna |
73.456 |
8/12/24 |
-4.29 |
104.776 |
-29.89 |
81.377 |
23.398 |
28.75 |
|
15.79 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
75.101 |
8/12/24 |
-4.43 |
91.519 |
-17.94 |
156.314 |
-64.794 |
-41.45 |
|
-33.32 |
| |  |
 |
 |
 |
L |
 |
Sunnova Energy |
5.982 |
8/12/24 |
-4.47 |
4.726 |
26.58 |
13.190 |
-8.464 |
-64.17 |
|
-34.64 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
9.217 |
8/12/24 |
-4.49 |
10.464 |
-11.92 |
22.486 |
-12.022 |
-53.46 |
|
-45.76 |
| |  |
 |
 |
 |
|
 |
Warner Bros. Disc |
6.063 |
8/12/24 |
-4.55 |
6.416 |
-5.49 |
9.665 |
-3.249 |
-33.62 |
|
-28.38 |
| |  |
 |
 |
 |
L |
 |
SunPower |
0.181 |
8/12/24 |
-4.76 |
2.449 |
-92.62 |
3.825 |
-1.376 |
-35.98 |
|
-31.31 |
| |  |
 |
 |
 |
S |
 |
Sirius XM |
2.693 |
8/12/24 |
-5.10 |
2.602 |
3.47 |
4.691 |
-2.089 |
-44.52 |
|
-29.38 |
| |  |
 |
 |
 |
|
 |
Altus Power |
2.657 |
8/12/24 |
-6.96 |
3.371 |
-21.18 |
5.694 |
-2.324 |
-40.81 |
|
-27.88 |
| USA - 219 out of 219 instruments rated - 7/01/24 / 12/25/23 - 147 did rise, Market-Ratio(27) in CHF = 67.12 % |
| Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions United States in Swiss Franc * L27 - 44 ex 7 (1)
|
⇐ |
| |
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | | | long |
1/02/06 |
9/04/06 |
245 |
 |
 |
 |
Monster Beverage |
100 |
4,405 |
|
2.270 |
2.873 |
|
0.603 |
27 |
12,656 |
42 |
|
| |
9/04/06 |
1/15/07 |
133 |
 |
 |
 |
Illumina |
100 |
589 |
|
21.481 |
24.185 |
|
2.704 |
13 |
14,249 |
38 |
|
| |
1/15/07 |
9/24/07 |
252 |
 |
 |
 |
Align Technology |
100 |
796 |
|
17.899 |
30.007 |
|
12.108 |
68 |
23,887 |
111 |
|
| |
9/24/07 |
11/12/07 |
49 |
 |
 |
 |
Amazon.com |
100 |
4,400 |
|
5.429 |
4.321 |
|
-1.107 |
-20 |
19,015 |
-82 |
|
| |
11/12/07 |
11/26/07 |
14 |
 |
 |
 |
First Solar |
100 |
79 |
|
238.662 |
261.434 |
|
22.772 |
10 |
20,814 |
976 |
|
| 11/26/07 |
12/03/07 |
7 |
|
- cash - |
| |
12/03/07 |
1/07/08 |
35 |
 |
 |
 |
First Solar |
100 |
78 |
|
266.541 |
244.969 |
|
-21.572 |
-8 |
19,131 |
-59 |
|
| 1/07/08 |
5/19/08 |
133 |
|
- cash - |
| |
5/19/08 |
5/26/08 |
7 |
 |
 |
 |
First Solar |
100 |
65 |
|
291.781 |
274.329 |
|
-17.451 |
-6 |
17,997 |
-96 |
|
| 5/26/08 |
6/02/08 |
7 |
|
- cash - |
| |
6/02/08 |
6/09/08 |
7 |
 |
 |
 |
Mastercard |
100 |
539 |
|
33.350 |
29.687 |
|
-3.663 |
-11 |
16,023 |
-100 |
|
| 6/09/08 |
8/11/08 |
63 |
|
- cash - |
| |
8/11/08 |
8/25/08 |
14 |
 |
 |
 |
Old Dominion FL |
100 |
2,581 |
|
6.207 |
5.362 |
|
-0.844 |
-14 |
13,843 |
-98 |
|
| |
8/25/08 |
9/01/08 |
7 |
 |
 |
 |
First Solar |
100 |
45 |
|
303.898 |
259.925 |
|
-43.973 |
-14 |
11,864 |
-100 |
|
| 9/01/08 |
9/08/08 |
7 |
|
- cash - |
| |
9/08/08 |
9/29/08 |
21 |
 |
 |
 |
Ross Stores |
100 |
1,026 |
|
11.553 |
9.870 |
|
-1.683 |
-15 |
10,138 |
-94 |
|
| 9/29/08 |
5/04/09 |
217 |
|
- cash - |
| |
5/04/09 |
5/11/09 |
7 |
 |
 |
 |
Keurig Dr Pepper |
100 |
434 |
|
23.326 |
22.838 |
|
-0.488 |
-2 |
9,926 |
-67 |
|
| 5/11/09 |
5/18/09 |
7 |
|
- cash - |
| |
5/18/09 |
5/10/10 |
357 |
 |
 |
 |
Avis Budget |
100 |
2,580 |
|
3.846 |
13.863 |
|
10.016 |
260 |
35,769 |
271 |
|
| |
5/10/10 |
7/05/10 |
56 |
 |
 |
 |
United Airlines |
100 |
1,663 |
|
21.497 |
19.812 |
|
-1.685 |
-8 |
32,967 |
-41 |
|
| 7/05/10 |
7/26/10 |
21 |
|
- cash - |
| |
7/26/10 |
12/06/10 |
133 |
 |
 |
 |
United Airlines |
100 |
1,288 |
|
25.576 |
26.314 |
|
0.738 |
3 |
33,918 |
8 |
|
| |
12/06/10 |
5/09/11 |
154 |
 |
 |
 |
Netflix |
100 |
1,261 |
|
26.897 |
29.683 |
|
2.786 |
10 |
37,431 |
26 |
|
| |
5/09/11 |
7/25/11 |
77 |
 |
 |
 |
Fortinet |
100 |
8,977 |
|
4.170 |
3.370 |
|
-0.800 |
-19 |
30,253 |
-64 |
|
| |
7/25/11 |
8/08/11 |
14 |
 |
 |
 |
Plug Power |
100 |
16,357 |
|
1.849 |
1.301 |
|
-0.548 |
-30 |
21,288 |
-100 |
|
| 8/08/11 |
10/24/11 |
77 |
|
- cash - |
| |
10/24/11 |
10/31/11 |
7 |
 |
 |
 |
Plug Power |
100 |
10,912 |
|
1.951 |
1.942 |
|
-0.009 |
0 |
21,194 |
-20 |
|
| 10/31/11 |
12/26/11 |
56 |
|
- cash - |
| |
12/26/11 |
1/09/12 |
14 |
 |
 |
 |
Plug Power |
100 |
10,869 |
|
1.950 |
1.777 |
|
-0.172 |
-9 |
19,321 |
-91 |
|
| 1/09/12 |
1/16/12 |
7 |
|
- cash - |
| |
1/16/12 |
3/12/12 |
56 |
 |
 |
 |
Plug Power |
100 |
10,402 |
|
1.857 |
1.562 |
|
-0.295 |
-16 |
16,250 |
-68 |
|
| |
3/12/12 |
1/21/13 |
315 |
 |
 |
 |
Regeneron |
100 |
160 |
|
101.218 |
163.543 |
|
62.325 |
62 |
26,222 |
74 |
|
| |
1/21/13 |
2/03/14 |
378 |
 |
 |
 |
SunPower |
100 |
3,517 |
|
7.455 |
26.262 |
|
18.807 |
252 |
92,367 |
237 |
|
| |
2/03/14 |
11/17/14 |
287 |
 |
 |
 |
Plug Power |
100 |
36,087 |
|
2.560 |
3.590 |
|
1.030 |
40 |
129,545 |
54 |
|
| |
11/17/14 |
3/30/15 |
133 |
 |
 |
 |
Southwest Airlines |
100 |
3,436 |
|
37.702 |
43.123 |
|
5.421 |
14 |
148,172 |
45 |
|
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | | | |
3/30/15 |
8/17/15 |
140 |
 |
 |
 |
Palo Alto Networks |
100 |
3,092 |
|
47.918 |
57.284 |
|
9.366 |
20 |
177,132 |
59 |
|
| |
8/17/15 |
8/24/15 |
7 |
 |
 |
 |
Netflix |
100 |
1,445 |
|
122.565 |
90.188 |
|
-32.377 |
-26 |
130,347 |
-100 |
|
| 8/24/15 |
10/26/15 |
63 |
|
- cash - |
| |
10/26/15 |
11/16/15 |
21 |
 |
 |
 |
Energy Recovery |
100 |
18,571 |
|
7.019 |
7.573 |
|
0.554 |
8 |
140,643 |
275 |
|
| 11/16/15 |
11/30/15 |
14 |
|
- cash - |
| |
11/30/15 |
12/28/15 |
28 |
 |
 |
 |
Energy Recovery |
100 |
18,623 |
|
7.552 |
7.016 |
|
-0.536 |
-7 |
130,660 |
-62 |
|
| 12/28/15 |
1/04/16 |
7 |
|
- cash - |
| |
1/04/16 |
1/11/16 |
7 |
 |
 |
 |
Energy Recovery |
100 |
18,868 |
|
6.925 |
6.199 |
|
-0.726 |
-10 |
116,970 |
-100 |
|
| 1/11/16 |
2/29/16 |
49 |
|
- cash - |
| |
2/29/16 |
11/21/16 |
266 |
 |
 |
 |
Energy Recovery |
100 |
16,133 |
|
7.250 |
11.910 |
|
4.660 |
64 |
192,150 |
98 |
|
| |
11/21/16 |
5/08/17 |
168 |
 |
 |
 |
AMD |
100 |
21,312 |
|
9.016 |
10.022 |
|
1.006 |
11 |
213,589 |
26 |
|
| |
5/08/17 |
7/31/17 |
84 |
 |
 |
 |
Micron Technology |
100 |
7,625 |
|
28.009 |
27.160 |
|
-0.848 |
-3 |
207,120 |
-13 |
|
| |
7/31/17 |
12/18/17 |
140 |
 |
 |
 |
NVidia |
100 |
52,744 |
|
3.927 |
4.875 |
|
0.949 |
24 |
257,147 |
76 |
|
| |
12/18/17 |
9/17/18 |
273 |
 |
 |
 |
Enphase Energy |
100 |
101,934 |
|
2.523 |
3.742 |
|
1.219 |
48 |
381,394 |
69 |
|
| |
9/17/18 |
10/29/18 |
42 |
 |
 |
 |
AMD |
100 |
12,227 |
|
31.193 |
16.871 |
|
-14.322 |
-46 |
206,278 |
-100 |
|
| |
10/29/18 |
12/17/18 |
49 |
 |
 |
 |
MongoDB |
100 |
2,799 |
|
73.690 |
82.228 |
|
8.538 |
12 |
230,177 |
126 |
|
| 12/17/18 |
2/04/19 |
49 |
|
- cash - |
| |
2/04/19 |
9/09/19 |
217 |
 |
 |
 |
The Trade Desk |
100 |
15,207 |
|
15.135 |
21.179 |
|
6.044 |
40 |
322,086 |
76 |
|
| |
9/09/19 |
3/09/20 |
182 |
 |
 |
 |
Enphase Energy |
100 |
13,653 |
|
23.591 |
40.137 |
|
16.546 |
70 |
547,988 |
190 |
|
| 3/09/20 |
6/08/20 |
91 |
|
- cash - |
| |
6/08/20 |
6/15/20 |
7 |
 |
 |
 |
FuelCell Energy |
100 |
211,630 |
|
2.589 |
2.409 |
|
-0.181 |
-7 |
509,740 |
-98 |
|
| 6/15/20 |
7/20/20 |
35 |
|
- cash - |
| |
7/20/20 |
3/08/21 |
231 |
 |
 |
 |
Tesla Motors |
100 |
4,954 |
|
102.874 |
175.411 |
|
72.537 |
71 |
869,088 |
132 |
|
| |
3/08/21 |
7/12/21 |
126 |
 |
 |
 |
FuelCell Energy |
100 |
73,677 |
|
11.796 |
7.340 |
|
-4.456 |
-38 |
540,766 |
-75 |
|
| |
7/12/21 |
11/08/21 |
119 |
 |
 |
 |
Moderna |
100 |
2,468 |
|
219.034 |
223.401 |
|
4.367 |
2 |
551,543 |
6 |
|
| |
11/08/21 |
2/21/22 |
105 |
 |
 |
 |
Avis Budget |
100 |
2,060 |
|
267.610 |
146.863 |
|
-120.747 |
-45 |
302,804 |
-88 |
|
| 2/21/22 |
3/21/22 |
28 |
|
- cash - |
| |
3/21/22 |
4/25/22 |
35 |
 |
 |
 |
Avis Budget |
100 |
1,196 |
|
253.056 |
287.181 |
|
34.125 |
13 |
343,618 |
274 |
|
| 4/25/22 |
8/15/22 |
112 |
|
- cash - |
| |
8/15/22 |
8/22/22 |
7 |
 |
 |
 |
Array Tech |
100 |
15,862 |
|
21.662 |
19.764 |
|
-1.898 |
-9 |
313,515 |
-99 |
|
| 8/22/22 |
9/12/22 |
21 |
|
- cash - |
| |
9/12/22 |
9/19/22 |
7 |
 |
 |
 |
Enphase Energy |
100 |
1,067 |
|
293.756 |
305.152 |
|
11.396 |
4 |
325,675 |
628 |
|
| 9/19/22 |
11/14/22 |
56 |
|
- cash - |
| |
11/14/22 |
2/27/23 |
105 |
 |
 |
 |
First Solar |
100 |
2,250 |
|
144.723 |
155.517 |
|
10.795 |
7 |
349,963 |
28 |
|
| 2/27/23 |
3/06/23 |
7 |
|
- cash - |
| |
3/06/23 |
3/20/23 |
14 |
 |
 |
 |
First Solar |
100 |
1,770 |
|
197.707 |
189.925 |
|
-7.782 |
-4 |
336,189 |
-65 |
|
| 3/20/23 |
3/27/23 |
7 |
|
- cash - |
| |
3/27/23 |
6/19/23 |
84 |
 |
 |
 |
First Solar |
100 |
1,747 |
|
192.425 |
169.332 |
|
-23.093 |
-12 |
295,846 |
-43 |
|
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | | | |
6/19/23 |
10/23/23 |
126 |
 |
 |
 |
NVidia |
100 |
7,734 |
|
38.251 |
38.302 |
|
0.050 |
0 |
296,234 |
0 |
|
| 10/23/23 |
11/06/23 |
14 |
|
- cash - |
| |
11/06/23 |
8/12/24 |
280 |
 |
 |
 |
NVidia |
100 |
7,213 |
|
41.066 |
98.514 |
|
57.447 |
140 |
710,602 |
213 |
|
| accum | 1/02/06 |
8/12/24 | 6180 |
days out of 7335 invested (84%) |
7,006 |
710,602 |
29 |
|
Instrument Related Contribution
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| SunPower | long | 1/21/13 | 2/03/14 | 378 | 7.45 | 26.26 | | 18.81 | 252.29 | | | 252.29 |
| NVidia | | 7/31/17 | 12/18/17 | 140 | 3.93 | 4.88 | | 0.95 | 24.15 | | | |
| | | 6/19/23 | 10/23/23 | 126 | 38.25 | 38.30 | | 0.05 | 0.13 | | | |
| | | 11/06/23 | 8/12/24 | 280 | 41.07 | 98.51 | | 57.45 | 139.89 | | | 198.22 |
| Enphase Energy | | 12/18/17 | 9/17/18 | 273 | 2.52 | 3.74 | | 1.22 | 48.32 | | | |
| | | 9/09/19 | 3/09/20 | 182 | 23.59 | 40.14 | | 16.55 | 70.14 | | | |
| | | 9/12/22 | 9/19/22 | 7 | 293.76 | 305.15 | | 11.40 | 3.88 | | | 162.13 |
| Avis Budget | | 5/18/09 | 5/10/10 | 357 | 3.85 | 13.86 | | 10.02 | 260.41 | | | |
| | | 11/08/21 | 2/21/22 | 105 | 267.61 | 146.86 | | -120.75 | -45.12 | | | |
| | | 3/21/22 | 4/25/22 | 35 | 253.06 | 287.18 | | 34.13 | 13.49 | | | 124.47 |
| Tesla Motors | | 7/20/20 | 3/08/21 | 231 | 102.87 | 175.41 | | 72.54 | 70.51 | | | 70.51 |
| Align Technology | | 1/15/07 | 9/24/07 | 252 | 17.90 | 30.01 | | 12.11 | 67.65 | | | 67.65 |
| Regeneron | | 3/12/12 | 1/21/13 | 315 | 101.22 | 163.54 | | 62.32 | 61.57 | | | 61.57 |
| Energy Recovery | | 10/26/15 | 11/16/15 | 21 | 7.02 | 7.57 | | 0.55 | 7.90 | | | |
| | | 11/30/15 | 12/28/15 | 28 | 7.55 | 7.02 | | -0.54 | -7.10 | | | |
| | | 1/04/16 | 1/11/16 | 7 | 6.92 | 6.20 | | -0.73 | -10.48 | | | |
| | | 2/29/16 | 11/21/16 | 266 | 7.25 | 11.91 | | 4.66 | 64.28 | | | 47.42 |
| The Trade Desk | | 2/04/19 | 9/09/19 | 217 | 15.14 | 21.18 | | 6.04 | 39.93 | | | 39.93 |
| Monster Beverage | | 1/02/06 | 9/04/06 | 245 | 2.27 | 2.87 | | 0.60 | 26.56 | | | 26.56 |
| Palo Alto Networks | | 3/30/15 | 8/17/15 | 140 | 47.92 | 57.28 | | 9.37 | 19.55 | | | 19.55 |
| Southwest Airlines | | 11/17/14 | 3/30/15 | 133 | 37.70 | 43.12 | | 5.42 | 14.38 | | | 14.38 |
| Illumina | | 9/04/06 | 1/15/07 | 133 | 21.48 | 24.19 | | 2.70 | 12.59 | | | 12.59 |
| MongoDB | | 10/29/18 | 12/17/18 | 49 | 73.69 | 82.23 | | 8.54 | 11.59 | | | 11.59 |
| Moderna | | 7/12/21 | 11/08/21 | 119 | 219.03 | 223.40 | | 4.37 | 1.99 | | | 1.99 |
| Keurig Dr Pepper | | 5/04/09 | 5/11/09 | 7 | 23.33 | 22.84 | | -0.49 | -2.09 | | | -2.09 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| Micron Technology | | 5/08/17 | 7/31/17 | 84 | 28.01 | 27.16 | | -0.85 | -3.03 | | | -3.03 |
| United Airlines | | 5/10/10 | 7/05/10 | 56 | 21.50 | 19.81 | | -1.68 | -7.84 | | | |
| | | 7/26/10 | 12/06/10 | 133 | 25.58 | 26.31 | | 0.74 | 2.89 | | | -5.18 |
| Array Tech | | 8/15/22 | 8/22/22 | 7 | 21.66 | 19.76 | | -1.90 | -8.76 | | | -8.76 |
| Mastercard | | 6/02/08 | 6/09/08 | 7 | 33.35 | 29.69 | | -3.66 | -10.98 | | | -10.98 |
| Old Dominion FL | | 8/11/08 | 8/25/08 | 14 | 6.21 | 5.36 | | -0.84 | -13.61 | | | -13.61 |
| Ross Stores | | 9/08/08 | 9/29/08 | 21 | 11.55 | 9.87 | | -1.68 | -14.57 | | | -14.57 |
| Netflix | | 12/06/10 | 5/09/11 | 154 | 26.90 | 29.68 | | 2.79 | 10.36 | | | |
| | | 8/17/15 | 8/24/15 | 7 | 122.56 | 90.19 | | -32.38 | -26.42 | | | -18.79 |
| Fortinet | | 5/09/11 | 7/25/11 | 77 | 4.17 | 3.37 | | -0.80 | -19.18 | | | -19.18 |
| Amazon.com | | 9/24/07 | 11/12/07 | 49 | 5.43 | 4.32 | | -1.11 | -20.40 | | | -20.40 |
| Plug Power | | 7/25/11 | 8/08/11 | 14 | 1.85 | 1.30 | | -0.55 | -29.64 | | | |
| | | 10/24/11 | 10/31/11 | 7 | 1.95 | 1.94 | | -0.01 | -0.44 | | | |
| | | 12/26/11 | 1/09/12 | 14 | 1.95 | 1.78 | | -0.17 | -8.84 | | | |
| | | 1/16/12 | 3/12/12 | 56 | 1.86 | 1.56 | | -0.30 | -15.90 | | | |
| | | 2/03/14 | 11/17/14 | 287 | 2.56 | 3.59 | | 1.03 | 40.25 | | | -24.67 |
| First Solar | | 11/12/07 | 11/26/07 | 14 | 238.66 | 261.43 | | 22.77 | 9.54 | | | |
| | | 12/03/07 | 1/07/08 | 35 | 266.54 | 244.97 | | -21.57 | -8.09 | | | |
| | | 5/19/08 | 5/26/08 | 7 | 291.78 | 274.33 | | -17.45 | -5.98 | | | |
| | | 8/25/08 | 9/01/08 | 7 | 303.90 | 259.92 | | -43.97 | -14.47 | | | |
| | | 11/14/22 | 2/27/23 | 105 | 144.72 | 155.52 | | 10.79 | 7.46 | | | |
| | | 3/06/23 | 3/20/23 | 14 | 197.71 | 189.93 | | -7.78 | -3.94 | | | |
| | | 3/27/23 | 6/19/23 | 84 | 192.42 | 169.33 | | -23.09 | -12.00 | | | -26.46 |
| AMD | | 11/21/16 | 5/08/17 | 168 | 9.02 | 10.02 | | 1.01 | 11.16 | | | |
| | | 9/17/18 | 10/29/18 | 42 | 31.19 | 16.87 | | -14.32 | -45.91 | | | -39.88 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| FuelCell Energy | | 6/08/20 | 6/15/20 | 7 | 2.59 | 2.41 | | -0.18 | -6.98 | | | |
| | | 3/08/21 | 7/12/21 | 126 | 11.80 | 7.34 | | -4.46 | -37.78 | | | -42.12 |
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 |
|
|