| | Tue, Dec 16th, 2025, 9:55UTC |
| | |
Assessment - United States in Pound sterling - 7/01/24 - RS = 17
⇐
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
3/04/24 |
prc diff |
⇓ Δ17 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 500 |
4,227.550 |
8/12/24 |
|
4,330.937 |
-2.39 |
4,040.232 |
290.705 |
7.20 |
|
15.07 |
| |  |
 |
 |
 |
L |
 |
NVidia |
86.238 |
8/12/24 |
4.08 |
98.324 |
-12.29 |
67.118 |
31.207 |
46.50 |
|
116.72 |
| |  |
 |
 |
 |
L |
 |
First Solar |
173.417 |
8/12/24 |
3.51 |
176.169 |
-1.56 |
123.389 |
52.780 |
42.78 |
|
29.56 |
| |  |
 |
 |
 |
|
 |
Deckers Outdoor |
726.399 |
8/12/24 |
3.15 |
748.548 |
-2.96 |
729.611 |
18.937 |
2.60 |
|
39.34 |
| |  |
 |
 |
 |
|
 |
Starbucks |
60.933 |
8/12/24 |
2.58 |
61.012 |
-0.13 |
72.805 |
-11.793 |
-16.20 |
|
-17.05 |
| |  |
 |
 |
 |
|
 |
DexCom |
56.376 |
8/12/24 |
2.16 |
88.729 |
-36.46 |
96.302 |
-7.573 |
-7.86 |
|
-2.69 |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
87.037 |
8/12/24 |
2.04 |
90.462 |
-3.79 |
87.908 |
2.554 |
2.90 |
|
-2.12 |
| |  |
 |
 |
 |
|
 |
AMD |
108.189 |
8/12/24 |
1.86 |
124.737 |
-13.27 |
161.705 |
-36.968 |
-22.86 |
|
18.11 |
| |  |
 |
 |
 |
L |
 |
Take-Two Interactive |
116.510 |
8/12/24 |
1.71 |
122.047 |
-4.54 |
115.224 |
6.824 |
5.92 |
|
3.09 |
| |  |
 |
 |
 |
L |
 |
Micron Technology |
74.863 |
8/12/24 |
1.68 |
104.036 |
-28.04 |
75.412 |
28.624 |
37.96 |
|
58.05 |
| |  |
 |
 |
 |
L |
 |
AstraZeneca |
65.275 |
8/12/24 |
1.64 |
61.653 |
5.88 |
51.017 |
10.635 |
20.85 |
|
14.00 |
| |  |
 |
 |
 |
|
 |
KLA-Tencor |
599.234 |
8/12/24 |
1.44 |
654.803 |
-8.49 |
565.221 |
89.583 |
15.85 |
|
44.58 |
| |  |
 |
 |
 |
|
 |
Encompass Health |
68.708 |
8/12/24 |
1.33 |
67.522 |
1.76 |
58.947 |
8.575 |
14.55 |
|
18.94 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
32.875 |
8/12/24 |
1.24 |
38.294 |
-14.15 |
30.174 |
8.119 |
26.91 |
|
17.22 |
| |  |
 |
 |
 |
S |
 |
Halliburton |
24.822 |
8/12/24 |
1.23 |
26.444 |
-6.13 |
27.702 |
-1.258 |
-4.54 |
|
-10.88 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
447.159 |
8/12/24 |
1.17 |
391.281 |
14.28 |
379.436 |
11.845 |
3.12 |
|
-2.37 |
| |  |
 |
 |
 |
L |
 |
Enphase Energy |
86.309 |
8/12/24 |
1.16 |
76.935 |
12.18 |
97.617 |
-20.682 |
-21.19 |
|
-17.80 |
| |  |
 |
 |
 |
L |
 |
Walmart |
54.343 |
8/12/24 |
1.10 |
53.378 |
1.81 |
46.694 |
6.684 |
14.31 |
|
20.49 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
54.786 |
8/12/24 |
1.05 |
56.242 |
-2.59 |
64.018 |
-7.776 |
-12.15 |
|
25.53 |
| |  |
 |
 |
 |
L |
 |
Costco |
683.106 |
8/12/24 |
1.01 |
668.947 |
2.12 |
597.796 |
71.150 |
11.90 |
|
32.20 |
| |  |
 |
 |
 |
|
 |
Applied Materials |
152.739 |
8/12/24 |
1.00 |
187.797 |
-18.67 |
164.957 |
22.840 |
13.85 |
|
43.01 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
440.530 |
8/12/24 |
0.97 |
368.966 |
19.40 |
340.120 |
28.846 |
8.48 |
|
3.89 |
| |  |
 |
 |
 |
S |
 |
Fortinet |
55.657 |
8/12/24 |
0.96 |
47.343 |
17.56 |
56.214 |
-8.871 |
-15.78 |
|
-3.91 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
80.637 |
8/12/24 |
0.91 |
70.251 |
14.78 |
70.183 |
0.068 |
0.10 |
|
-2.41 |
| |  |
 |
 |
 |
|
 |
Devon Energy |
35.857 |
8/12/24 |
0.91 |
37.756 |
-5.03 |
34.938 |
2.818 |
8.06 |
|
0.31 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
3/04/24 |
prc diff |
⇓ Δ17 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
PSEG |
63.685 |
8/12/24 |
0.81 |
58.243 |
9.34 |
49.891 |
8.352 |
16.74 |
|
16.12 |
| |  |
 |
 |
 |
S |
 |
Illumina |
98.514 |
8/12/24 |
0.79 |
83.453 |
18.05 |
108.428 |
-24.975 |
-23.03 |
|
-20.62 |
| |  |
 |
 |
 |
|
 |
Diamondback Energy |
159.226 |
8/12/24 |
0.76 |
161.140 |
-1.19 |
140.862 |
20.278 |
14.40 |
|
24.16 |
| |  |
 |
 |
 |
|
 |
Ross Stores |
111.274 |
8/12/24 |
0.74 |
114.889 |
-3.15 |
118.082 |
-3.193 |
-2.70 |
|
12.88 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
37.226 |
8/12/24 |
0.73 |
32.669 |
13.95 |
40.096 |
-7.426 |
-18.52 |
|
-21.14 |
| |  |
 |
 |
 |
|
 |
Matson |
102.936 |
8/12/24 |
0.73 |
102.106 |
0.81 |
85.231 |
16.875 |
19.80 |
|
28.80 |
| |  |
 |
 |
 |
L |
 |
HP |
26.721 |
8/12/24 |
0.72 |
27.662 |
-3.40 |
22.883 |
4.780 |
20.89 |
|
17.46 |
| |  |
 |
 |
 |
L |
 |
Apple |
172.072 |
8/12/24 |
0.71 |
171.455 |
0.36 |
137.878 |
33.577 |
24.35 |
|
17.76 |
| |  |
 |
 |
 |
|
 |
Ansys |
247.836 |
8/12/24 |
0.69 |
254.046 |
-2.44 |
268.102 |
-14.056 |
-5.24 |
|
0.12 |
| |  |
 |
 |
 |
|
 |
Keurig Dr Pepper |
27.528 |
8/12/24 |
0.69 |
25.977 |
5.97 |
22.914 |
3.063 |
13.37 |
|
2.55 |
| |  |
 |
 |
 |
S |
 |
FedEx |
220.815 |
8/12/24 |
0.63 |
236.264 |
-6.54 |
194.313 |
41.951 |
21.59 |
|
16.74 |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
89.679 |
8/12/24 |
0.62 |
78.588 |
14.11 |
72.774 |
5.815 |
7.99 |
|
5.53 |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
213.150 |
8/12/24 |
0.58 |
197.749 |
7.79 |
229.093 |
-31.345 |
-13.68 |
|
-10.58 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
33.381 |
8/12/24 |
0.55 |
30.304 |
10.15 |
29.347 |
0.957 |
3.26 |
|
2.19 |
| |  |
 |
 |
 |
|
 |
Cintas |
600.887 |
8/12/24 |
0.53 |
549.051 |
9.44 |
495.478 |
53.572 |
10.81 |
|
21.49 |
| |  |
 |
 |
 |
|
 |
Edison International |
65.188 |
8/12/24 |
0.52 |
56.313 |
15.76 |
53.120 |
3.194 |
6.01 |
|
3.20 |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
473.880 |
8/12/24 |
0.48 |
428.514 |
10.59 |
457.997 |
-29.483 |
-6.44 |
|
1.22 |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
43.285 |
8/12/24 |
0.46 |
37.977 |
13.98 |
36.773 |
1.204 |
3.28 |
|
-0.08 |
| |  |
 |
 |
 |
|
 |
Intuitive Surgical |
368.246 |
8/12/24 |
0.46 |
345.077 |
6.71 |
315.434 |
29.643 |
9.40 |
|
28.52 |
| |  |
 |
 |
 |
L |
 |
Southern |
68.977 |
8/12/24 |
0.46 |
60.909 |
13.25 |
53.702 |
7.207 |
13.42 |
|
9.10 |
| |  |
 |
 |
 |
|
 |
Nike |
59.042 |
8/12/24 |
0.40 |
60.775 |
-2.85 |
78.380 |
-17.606 |
-22.46 |
|
-24.43 |
| |  |
 |
 |
 |
L |
 |
Oracle |
104.874 |
8/12/24 |
0.39 |
113.188 |
-7.35 |
89.814 |
23.374 |
26.03 |
|
23.56 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
92.234 |
8/12/24 |
0.39 |
78.747 |
17.13 |
70.797 |
7.949 |
11.23 |
|
12.07 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
154.210 |
8/12/24 |
0.39 |
141.657 |
8.86 |
128.618 |
13.039 |
10.14 |
|
17.27 |
| |  |
 |
 |
 |
|
 |
Lam Research |
641.435 |
8/12/24 |
0.37 |
838.986 |
-23.55 |
769.722 |
69.263 |
9.00 |
|
38.32 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
3/04/24 |
prc diff |
⇓ Δ17 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Analog Devices |
167.761 |
8/12/24 |
0.36 |
178.123 |
-5.82 |
153.280 |
24.843 |
16.21 |
|
17.87 |
| |  |
 |
 |
 |
L |
 |
AES |
13.218 |
8/12/24 |
0.30 |
13.795 |
-4.19 |
12.654 |
1.142 |
9.02 |
|
-1.19 |
| |  |
 |
 |
 |
|
 |
Broadcom |
117.562 |
8/12/24 |
0.24 |
1,297.915 |
-90.94 |
1,104.173 |
193.742 |
17.55 |
|
55.20 |
| |  |
 |
 |
 |
|
 |
Baker Hughes |
27.805 |
8/12/24 |
0.23 |
27.638 |
0.60 |
23.174 |
4.465 |
19.27 |
|
5.16 |
| |  |
 |
 |
 |
L |
 |
American Water |
112.769 |
8/12/24 |
0.20 |
101.061 |
11.58 |
95.829 |
5.232 |
5.46 |
|
-1.16 |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
78.074 |
8/12/24 |
0.20 |
68.669 |
13.70 |
55.474 |
13.195 |
23.79 |
|
3.89 |
| |  |
 |
 |
 |
S |
 |
Shoals Technologies |
4.058 |
8/12/24 |
0.20 |
4.833 |
-16.04 |
10.244 |
-5.411 |
-52.82 |
|
-54.01 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
20.076 |
8/12/24 |
0.20 |
22.236 |
-9.71 |
26.859 |
-4.623 |
-17.21 |
|
-4.29 |
| |  |
 |
 |
 |
|
 |
DoorDash |
98.119 |
8/12/24 |
0.19 |
85.834 |
14.31 |
104.255 |
-18.421 |
-17.67 |
|
11.21 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
163.102 |
8/12/24 |
0.19 |
162.516 |
0.36 |
146.996 |
15.520 |
10.56 |
|
23.75 |
| |  |
 |
 |
 |
|
 |
Microsoft |
321.797 |
8/12/24 |
0.19 |
361.285 |
-10.93 |
326.718 |
34.567 |
10.58 |
|
22.44 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
61.368 |
8/12/24 |
0.15 |
55.293 |
10.99 |
43.285 |
12.008 |
27.74 |
|
10.32 |
| |  |
 |
 |
 |
|
 |
AbbVie |
150.437 |
8/12/24 |
0.13 |
134.767 |
11.63 |
139.413 |
-4.646 |
-3.33 |
|
9.27 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
94.132 |
8/12/24 |
0.13 |
90.936 |
3.51 |
82.176 |
8.761 |
10.66 |
|
5.70 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
75.021 |
8/12/24 |
0.13 |
78.438 |
-4.36 |
70.900 |
7.538 |
10.63 |
|
13.97 |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
45.895 |
8/12/24 |
0.10 |
41.473 |
10.66 |
40.206 |
1.268 |
3.15 |
|
-9.81 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
91.830 |
8/12/24 |
0.07 |
80.091 |
14.66 |
71.112 |
8.979 |
12.63 |
|
6.82 |
| |  |
 |
 |
 |
|
 |
Visa |
205.580 |
8/12/24 |
0.05 |
208.230 |
-1.27 |
220.896 |
-12.666 |
-5.73 |
|
2.09 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
94.219 |
8/12/24 |
0.03 |
95.611 |
-1.46 |
94.459 |
1.152 |
1.22 |
|
0.67 |
| |  |
 |
 |
 |
|
 |
Chevron |
114.715 |
8/12/24 |
0.02 |
123.811 |
-7.35 |
117.232 |
6.580 |
5.61 |
|
0.30 |
| |  |
 |
 |
 |
|
 |
Citigroup |
45.753 |
8/12/24 |
|
50.175 |
-8.81 |
44.206 |
5.969 |
13.50 |
|
27.06 |
| |  |
 |
 |
 |
|
 |
Amazon.com |
131.943 |
8/12/24 |
-0.08 |
155.990 |
-15.42 |
139.831 |
16.160 |
11.56 |
|
29.06 |
| |  |
 |
 |
 |
|
 |
Marvell Tech |
47.865 |
8/12/24 |
-0.08 |
56.163 |
-14.77 |
62.482 |
-6.319 |
-10.11 |
|
14.45 |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
151.924 |
8/12/24 |
-0.08 |
153.934 |
-1.31 |
135.783 |
18.150 |
13.37 |
|
15.25 |
| |  |
 |
 |
 |
L |
 |
Sprouts |
76.081 |
8/12/24 |
-0.10 |
66.106 |
15.09 |
50.064 |
16.042 |
32.04 |
|
70.56 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
3/04/24 |
prc diff |
⇓ Δ17 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Booking |
2,720.480 |
8/12/24 |
-0.11 |
3,073.040 |
-11.47 |
2,725.588 |
347.451 |
12.75 |
|
17.70 |
| |  |
 |
 |
 |
|
 |
Datadog |
88.721 |
8/12/24 |
-0.11 |
103.229 |
-14.05 |
102.893 |
0.336 |
0.33 |
|
18.43 |
| |  |
 |
 |
 |
|
 |
Palo Alto Networks |
261.909 |
8/12/24 |
-0.11 |
269.661 |
-2.87 |
235.786 |
33.874 |
14.37 |
|
23.87 |
| |  |
 |
 |
 |
|
 |
Netflix |
500.830 |
8/12/24 |
-0.13 |
532.843 |
-6.01 |
484.919 |
47.924 |
9.88 |
|
36.70 |
| |  |
 |
 |
 |
L |
 |
Kirby |
92.162 |
8/12/24 |
-0.14 |
95.754 |
-3.75 |
70.348 |
25.405 |
36.11 |
|
40.62 |
| |  |
 |
 |
 |
S |
 |
Molina Healthcare |
267.106 |
8/12/24 |
-0.15 |
231.106 |
15.58 |
304.379 |
-73.273 |
-24.07 |
|
-15.71 |
| |  |
 |
 |
 |
|
 |
General Electric |
131.998 |
8/12/24 |
-0.16 |
125.749 |
4.97 |
126.783 |
-1.034 |
-0.82 |
|
22.39 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
128.755 |
8/12/24 |
-0.20 |
125.520 |
2.58 |
158.556 |
-33.036 |
-20.84 |
|
-15.06 |
| |  |
 |
 |
 |
L |
 |
LTC Properties |
28.398 |
8/12/24 |
-0.22 |
27.243 |
4.24 |
25.127 |
2.116 |
8.42 |
|
5.21 |
| |  |
 |
 |
 |
L |
 |
Altria |
39.797 |
8/12/24 |
-0.24 |
36.411 |
9.30 |
31.284 |
5.127 |
16.39 |
|
7.41 |
| |  |
 |
 |
 |
|
 |
Mastercard |
360.462 |
8/12/24 |
-0.24 |
346.161 |
4.13 |
368.900 |
-22.739 |
-6.16 |
|
2.59 |
| |  |
 |
 |
 |
L |
 |
DuPont |
61.961 |
8/12/24 |
-0.25 |
62.705 |
-1.19 |
54.836 |
7.868 |
14.35 |
|
7.25 |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
27.362 |
8/12/24 |
-0.26 |
31.712 |
-13.72 |
29.032 |
2.680 |
9.23 |
|
0.29 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
30.193 |
8/12/24 |
-0.29 |
31.649 |
-4.60 |
27.678 |
3.971 |
14.35 |
|
24.41 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
340.450 |
8/12/24 |
-0.30 |
320.516 |
6.22 |
317.639 |
2.877 |
0.91 |
|
8.23 |
| |  |
 |
 |
 |
|
 |
Energy Recovery |
13.131 |
8/12/24 |
-0.30 |
10.046 |
30.71 |
12.355 |
-2.309 |
-18.69 |
|
-29.44 |
| |  |
 |
 |
 |
|
 |
Fiserv |
127.434 |
8/12/24 |
-0.30 |
116.392 |
9.49 |
118.106 |
-1.714 |
-1.45 |
|
9.70 |
| |  |
 |
 |
 |
|
 |
O'Reilly |
886.795 |
8/12/24 |
-0.30 |
803.935 |
10.31 |
848.827 |
-44.892 |
-5.29 |
|
2.69 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
67.989 |
8/12/24 |
-0.30 |
77.552 |
-12.33 |
89.522 |
-11.970 |
-13.37 |
|
2.83 |
| |  |
 |
 |
 |
L |
 |
AT&T |
15.370 |
8/12/24 |
-0.31 |
15.014 |
2.37 |
13.229 |
1.785 |
13.49 |
|
17.94 |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
187.275 |
8/12/24 |
-0.32 |
177.870 |
5.29 |
199.588 |
-21.718 |
-10.88 |
|
-1.66 |
| |  |
 |
 |
 |
|
 |
American Express |
187.513 |
8/12/24 |
-0.34 |
184.950 |
1.39 |
172.375 |
12.575 |
7.30 |
|
26.28 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
408.130 |
8/12/24 |
-0.35 |
399.215 |
2.23 |
392.287 |
6.928 |
1.77 |
|
37.24 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
22.505 |
8/12/24 |
-0.35 |
22.323 |
0.82 |
20.386 |
1.936 |
9.50 |
|
-6.74 |
| |  |
 |
 |
 |
|
 |
Target |
106.804 |
8/12/24 |
-0.35 |
115.284 |
-7.36 |
118.499 |
-3.215 |
-2.71 |
|
6.31 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
3/04/24 |
prc diff |
⇓ Δ17 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Autodesk |
189.506 |
8/12/24 |
-0.36 |
194.458 |
-2.55 |
205.281 |
-10.824 |
-5.27 |
|
9.47 |
| |  |
 |
 |
 |
S |
 |
Monster Beverage |
36.300 |
8/12/24 |
-0.37 |
39.472 |
-8.04 |
46.064 |
-6.592 |
-14.31 |
|
-10.15 |
| |  |
 |
 |
 |
L |
 |
AEP |
76.840 |
8/12/24 |
-0.40 |
69.041 |
11.30 |
66.892 |
2.149 |
3.21 |
|
6.75 |
| |  |
 |
 |
 |
|
 |
MetLife |
55.253 |
8/12/24 |
-0.40 |
55.277 |
-0.04 |
55.049 |
0.228 |
0.41 |
|
5.87 |
| |  |
 |
 |
 |
L |
 |
California Water |
41.394 |
8/12/24 |
-0.42 |
38.262 |
8.19 |
36.284 |
1.977 |
5.45 |
|
-1.76 |
| |  |
 |
 |
 |
|
 |
Intuit |
496.297 |
8/12/24 |
-0.44 |
514.776 |
-3.59 |
526.322 |
-11.546 |
-2.19 |
|
14.31 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
126.469 |
8/12/24 |
-0.46 |
115.838 |
9.18 |
125.862 |
-10.024 |
-7.96 |
|
-6.86 |
| |  |
 |
 |
 |
|
 |
Electronic Arts |
115.419 |
8/12/24 |
-0.47 |
108.624 |
6.26 |
109.302 |
-0.679 |
-0.62 |
|
4.33 |
| |  |
 |
 |
 |
L |
 |
Biogen |
159.028 |
8/12/24 |
-0.48 |
183.336 |
-13.26 |
174.036 |
9.300 |
5.34 |
|
-4.24 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
198.793 |
8/12/24 |
-0.48 |
202.669 |
-1.91 |
247.755 |
-45.086 |
-18.20 |
|
4.56 |
| |  |
 |
 |
 |
|
 |
Exelon |
29.189 |
8/12/24 |
-0.54 |
27.330 |
6.80 |
28.505 |
-1.175 |
-4.12 |
|
-9.46 |
| |  |
 |
 |
 |
|
 |
Verizon |
32.060 |
8/12/24 |
-0.54 |
33.017 |
-2.90 |
31.741 |
1.276 |
4.02 |
|
12.51 |
| |  |
 |
 |
 |
|
 |
PepsiCo |
135.598 |
8/12/24 |
-0.56 |
128.850 |
5.24 |
130.216 |
-1.366 |
-1.05 |
|
-5.85 |
| |  |
 |
 |
 |
|
 |
Paychex |
97.889 |
8/12/24 |
-0.57 |
92.550 |
5.77 |
96.333 |
-3.783 |
-3.93 |
|
-3.05 |
| |  |
 |
 |
 |
S |
 |
Baxter |
29.213 |
8/12/24 |
-0.59 |
26.151 |
11.71 |
33.466 |
-7.314 |
-21.86 |
|
-15.08 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
81.531 |
8/12/24 |
-0.60 |
85.470 |
-4.61 |
86.231 |
-0.760 |
-0.88 |
|
8.98 |
| |  |
 |
 |
 |
|
 |
IDEXX Labs |
379.637 |
8/12/24 |
-0.60 |
376.845 |
0.74 |
449.839 |
-72.995 |
-16.23 |
|
-5.43 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
30.897 |
8/12/24 |
-0.61 |
37.115 |
-16.75 |
32.733 |
4.382 |
13.39 |
|
11.49 |
| |  |
 |
 |
 |
|
 |
General Dynamics |
230.347 |
8/12/24 |
-0.61 |
227.713 |
1.16 |
216.313 |
11.399 |
5.27 |
|
13.97 |
| |  |
 |
 |
 |
|
 |
AIG |
56.645 |
8/12/24 |
-0.62 |
58.924 |
-3.87 |
57.616 |
1.308 |
2.27 |
|
11.39 |
| |  |
 |
 |
 |
S |
 |
Atlassian |
111.179 |
8/12/24 |
-0.62 |
141.000 |
-21.15 |
163.469 |
-22.469 |
-13.74 |
|
-7.80 |
| |  |
 |
 |
 |
S |
 |
Align Technology |
168.939 |
8/12/24 |
-0.63 |
188.770 |
-10.51 |
242.558 |
-53.788 |
-22.18 |
|
-15.75 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
54.802 |
8/12/24 |
-0.63 |
51.607 |
6.19 |
56.309 |
-4.702 |
-8.35 |
|
-7.90 |
| |  |
 |
 |
 |
L |
 |
3M |
97.581 |
8/12/24 |
-0.65 |
79.585 |
22.61 |
72.002 |
7.583 |
10.53 |
|
1.84 |
| |  |
 |
 |
 |
|
 |
CrowdStrike |
189.324 |
8/12/24 |
-0.65 |
310.201 |
-38.97 |
247.101 |
63.099 |
25.54 |
|
76.48 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
3/04/24 |
prc diff |
⇓ Δ17 |
|
⇓∅-RS |
| |  |
 |
 |
 |
S |
 |
Workday |
166.566 |
8/12/24 |
-0.65 |
177.759 |
-6.30 |
214.982 |
-37.223 |
-17.31 |
|
-9.03 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
265.808 |
8/12/24 |
-0.66 |
260.311 |
2.11 |
266.661 |
-6.350 |
-2.38 |
|
12.45 |
| |  |
 |
 |
 |
L |
 |
Verisk Analytics |
207.533 |
8/12/24 |
-0.67 |
212.082 |
-2.14 |
188.927 |
23.155 |
12.26 |
|
12.29 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
155.666 |
8/12/24 |
-0.73 |
166.867 |
-6.71 |
156.886 |
9.981 |
6.36 |
|
6.94 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
53.924 |
8/12/24 |
-0.74 |
50.056 |
7.73 |
47.096 |
2.960 |
6.29 |
|
5.94 |
| |  |
 |
 |
 |
|
 |
Paccar |
72.909 |
8/12/24 |
-0.74 |
80.558 |
-9.50 |
88.420 |
-7.862 |
-8.89 |
|
5.51 |
| |  |
 |
 |
 |
|
 |
Synopsys |
411.998 |
8/12/24 |
-0.74 |
476.000 |
-13.45 |
467.982 |
8.018 |
1.71 |
|
17.61 |
| |  |
 |
 |
 |
|
 |
CDW |
167.777 |
8/12/24 |
-0.76 |
173.385 |
-3.23 |
194.234 |
-20.849 |
-10.73 |
|
0.49 |
| |  |
 |
 |
 |
S |
 |
UPS |
98.767 |
8/12/24 |
-0.76 |
107.540 |
-8.16 |
118.594 |
-11.054 |
-9.32 |
|
-12.57 |
| |  |
 |
 |
 |
L |
 |
Amgen |
253.128 |
8/12/24 |
-0.77 |
246.017 |
2.89 |
219.998 |
26.019 |
11.83 |
|
13.54 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
80.115 |
8/12/24 |
-0.77 |
75.575 |
6.01 |
68.372 |
7.203 |
10.53 |
|
18.18 |
| |  |
 |
 |
 |
|
 |
Interface |
12.902 |
8/12/24 |
-0.79 |
11.525 |
11.94 |
11.977 |
-0.451 |
-3.77 |
|
25.11 |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
50.048 |
8/12/24 |
-0.80 |
47.549 |
5.26 |
43.694 |
3.854 |
8.82 |
|
20.24 |
| |  |
 |
 |
 |
|
 |
Home Depot |
273.545 |
8/12/24 |
-0.81 |
265.935 |
2.86 |
299.512 |
-33.577 |
-11.21 |
|
1.14 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
699.567 |
8/12/24 |
-0.82 |
723.290 |
-3.28 |
623.860 |
99.430 |
15.94 |
|
47.37 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
85.273 |
8/12/24 |
-0.84 |
81.634 |
4.46 |
94.522 |
-12.888 |
-13.64 |
|
-3.09 |
| |  |
 |
 |
 |
L |
 |
Alphabet A |
128.376 |
8/12/24 |
-0.84 |
144.750 |
-11.31 |
105.003 |
39.747 |
37.85 |
|
29.57 |
| |  |
 |
 |
 |
|
 |
Dow |
41.307 |
8/12/24 |
-0.84 |
41.632 |
-0.78 |
44.899 |
-3.267 |
-7.28 |
|
-3.17 |
| |  |
 |
 |
 |
L |
 |
Vertex |
367.439 |
8/12/24 |
-0.84 |
372.771 |
-1.43 |
333.891 |
38.880 |
11.64 |
|
21.28 |
| |  |
 |
 |
 |
L |
 |
Adtalem |
56.527 |
8/12/24 |
-0.85 |
53.212 |
6.23 |
38.474 |
14.739 |
38.31 |
|
35.20 |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
129.689 |
8/12/24 |
-0.87 |
145.936 |
-11.13 |
105.672 |
40.264 |
38.10 |
|
29.59 |
| |  |
 |
 |
 |
|
 |
Regeneron |
886.811 |
8/12/24 |
-0.90 |
836.130 |
6.06 |
764.738 |
71.392 |
9.34 |
|
21.65 |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
57.737 |
8/12/24 |
-0.91 |
54.296 |
6.34 |
56.891 |
-2.595 |
-4.56 |
|
-8.03 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
89.766 |
8/12/24 |
-0.93 |
101.172 |
-11.27 |
97.680 |
3.492 |
3.58 |
|
11.17 |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
384.043 |
8/12/24 |
-0.97 |
366.767 |
4.71 |
308.867 |
57.900 |
18.75 |
|
26.59 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
3/04/24 |
prc diff |
⇓ Δ17 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
128.850 |
8/12/24 |
-0.97 |
158.229 |
-18.57 |
131.153 |
27.076 |
20.64 |
|
43.94 |
| |  |
 |
 |
 |
L |
 |
Array Tech |
5.561 |
8/12/24 |
-0.99 |
7.570 |
-26.54 |
10.488 |
-2.918 |
-27.82 |
|
-39.62 |
| |  |
 |
 |
 |
|
 |
Adobe |
419.979 |
8/12/24 |
-1.00 |
442.982 |
-5.19 |
447.209 |
-4.227 |
-0.95 |
|
4.23 |
| |  |
 |
 |
 |
|
 |
Fastenal |
51.978 |
8/12/24 |
-1.02 |
49.115 |
5.83 |
58.891 |
-9.777 |
-16.60 |
|
-1.89 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
187.615 |
8/12/24 |
-1.02 |
169.327 |
10.80 |
204.077 |
-34.750 |
-17.03 |
|
-5.23 |
| |  |
 |
 |
 |
L |
 |
Plug Power |
1.543 |
8/12/24 |
-1.02 |
1.804 |
-14.47 |
3.039 |
-1.236 |
-40.66 |
|
-48.44 |
| |  |
 |
 |
 |
|
 |
IBM |
149.884 |
8/12/24 |
-1.03 |
138.509 |
8.21 |
152.020 |
-13.511 |
-8.89 |
|
9.62 |
| |  |
 |
 |
 |
|
 |
Landstar System |
146.427 |
8/12/24 |
-1.04 |
145.074 |
0.93 |
145.996 |
-0.922 |
-0.63 |
|
-1.29 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
64.223 |
8/12/24 |
-1.04 |
61.004 |
5.28 |
66.978 |
-5.974 |
-8.92 |
|
-6.07 |
| |  |
 |
 |
 |
|
 |
Zscaler |
136.491 |
8/12/24 |
-1.04 |
157.114 |
-13.13 |
168.682 |
-11.568 |
-6.86 |
|
10.53 |
| |  |
 |
 |
 |
|
 |
GlobalFoundries |
34.196 |
8/12/24 |
-1.05 |
39.757 |
-13.99 |
43.009 |
-3.252 |
-7.56 |
|
-8.70 |
| |  |
 |
 |
 |
S |
 |
MongoDB |
183.811 |
8/12/24 |
-1.08 |
208.443 |
-11.82 |
345.679 |
-137.236 |
-39.70 |
|
-28.62 |
| |  |
 |
 |
 |
L |
 |
Ormat Technologies |
56.724 |
8/12/24 |
-1.10 |
54.739 |
3.63 |
51.710 |
3.029 |
5.86 |
|
-1.65 |
| |  |
 |
 |
 |
L |
 |
General Motors |
34.006 |
8/12/24 |
-1.13 |
36.925 |
-7.90 |
32.229 |
4.696 |
14.57 |
|
27.33 |
| |  |
 |
 |
 |
|
 |
Constellation Energy |
148.183 |
8/12/24 |
-1.16 |
162.200 |
-8.64 |
138.579 |
23.621 |
17.05 |
|
59.40 |
| |  |
 |
 |
 |
|
 |
Automatic Data |
204.971 |
8/12/24 |
-1.17 |
186.421 |
9.95 |
193.864 |
-7.443 |
-3.84 |
|
-2.36 |
| |  |
 |
 |
 |
S |
 |
Dollar Tree |
74.277 |
8/12/24 |
-1.21 |
84.838 |
-12.45 |
115.295 |
-30.457 |
-26.42 |
|
-15.50 |
| |  |
 |
 |
 |
|
 |
Marsh & McLennan |
171.929 |
8/12/24 |
-1.23 |
166.313 |
3.38 |
158.965 |
7.348 |
4.62 |
|
6.59 |
| |  |
 |
 |
 |
|
 |
GE HealthCare |
65.157 |
8/12/24 |
-1.24 |
60.324 |
8.01 |
73.018 |
-12.694 |
-17.39 |
|
-0.38 |
| |  |
 |
 |
 |
L |
 |
eBay |
44.147 |
8/12/24 |
-1.26 |
41.671 |
5.94 |
38.513 |
3.158 |
8.20 |
|
15.96 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
156.220 |
8/12/24 |
-1.26 |
166.005 |
-5.89 |
148.146 |
17.859 |
12.05 |
|
-1.30 |
| |  |
 |
 |
 |
|
 |
Airbnb |
89.876 |
8/12/24 |
-1.27 |
119.943 |
-25.07 |
124.484 |
-4.541 |
-3.65 |
|
7.03 |
| |  |
 |
 |
 |
L |
 |
Fox A |
30.716 |
8/12/24 |
-1.27 |
26.990 |
13.80 |
22.867 |
4.123 |
18.03 |
|
7.99 |
| |  |
 |
 |
 |
|
 |
Roper Technologies |
411.389 |
8/12/24 |
-1.27 |
445.055 |
-7.56 |
430.894 |
14.161 |
3.29 |
|
8.07 |
| |  |
 |
 |
 |
L |
 |
United Natural Foods |
9.745 |
8/12/24 |
-1.28 |
10.117 |
-3.67 |
11.819 |
-1.702 |
-14.40 |
|
-12.37 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
3/04/24 |
prc diff |
⇓ Δ17 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Cadence |
210.919 |
8/12/24 |
-1.29 |
245.946 |
-14.24 |
249.857 |
-3.912 |
-1.57 |
|
16.34 |
| |  |
 |
 |
 |
|
 |
Ryder System |
104.289 |
8/12/24 |
-1.29 |
97.051 |
7.46 |
89.081 |
7.970 |
8.95 |
|
13.95 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
165.902 |
8/12/24 |
-1.29 |
160.554 |
3.33 |
172.501 |
-11.946 |
-6.93 |
|
7.33 |
| |  |
 |
 |
 |
|
 |
ON Semiconductor |
55.664 |
8/12/24 |
-1.30 |
54.723 |
1.72 |
62.899 |
-8.176 |
-13.00 |
|
-13.63 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
41.181 |
8/12/24 |
-1.33 |
47.928 |
-14.08 |
43.946 |
3.982 |
9.06 |
|
25.84 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
35.485 |
8/12/24 |
-1.34 |
37.590 |
-5.60 |
38.686 |
-1.097 |
-2.83 |
|
-6.29 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
150.785 |
8/12/24 |
-1.35 |
141.356 |
6.67 |
175.686 |
-34.330 |
-19.54 |
|
-10.29 |
| |  |
 |
 |
 |
S |
 |
Comcast |
30.478 |
8/12/24 |
-1.41 |
30.193 |
0.94 |
32.954 |
-2.760 |
-8.38 |
|
-10.37 |
| |  |
 |
 |
 |
|
 |
Copart |
39.757 |
8/12/24 |
-1.43 |
42.201 |
-5.79 |
42.600 |
-0.398 |
-0.94 |
|
8.67 |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
32.804 |
8/12/24 |
-1.43 |
31.040 |
5.68 |
33.623 |
-2.583 |
-7.68 |
|
1.73 |
| |  |
 |
 |
 |
S |
 |
CSX |
26.499 |
8/12/24 |
-1.47 |
26.571 |
-0.27 |
30.221 |
-3.651 |
-12.08 |
|
0.26 |
| |  |
 |
 |
 |
|
 |
Kadant |
229.635 |
8/12/24 |
-1.48 |
229.666 |
-0.01 |
256.928 |
-27.262 |
-10.61 |
|
12.66 |
| |  |
 |
 |
 |
|
 |
Marriott |
169.817 |
8/12/24 |
-1.51 |
189.459 |
-10.37 |
194.824 |
-5.366 |
-2.75 |
|
9.96 |
| |  |
 |
 |
 |
|
 |
Capital One |
104.510 |
8/12/24 |
-1.56 |
110.506 |
-5.43 |
107.082 |
3.425 |
3.20 |
|
16.29 |
| |  |
 |
 |
 |
|
 |
FuelCell Energy |
0.349 |
8/12/24 |
-1.61 |
0.483 |
-27.76 |
0.976 |
-0.493 |
-50.54 |
|
-50.21 |
| |  |
 |
 |
 |
L |
 |
Hannon Armstrong SIC |
23.897 |
8/12/24 |
-1.63 |
22.726 |
5.15 |
20.079 |
2.647 |
13.18 |
|
18.03 |
| |  |
 |
 |
 |
S |
 |
Cognizant |
57.856 |
8/12/24 |
-1.72 |
53.584 |
7.97 |
62.269 |
-8.685 |
-13.95 |
|
-3.97 |
| |  |
 |
 |
 |
|
 |
Steelcase |
9.722 |
8/12/24 |
-1.76 |
10.252 |
-5.17 |
10.378 |
-0.127 |
-1.22 |
|
17.26 |
| |  |
 |
 |
 |
S |
 |
Intel |
15.314 |
8/12/24 |
-1.78 |
24.395 |
-37.22 |
35.914 |
-11.519 |
-32.07 |
|
-18.28 |
| |  |
 |
 |
 |
|
 |
PayPal |
50.198 |
8/12/24 |
-1.95 |
45.729 |
9.77 |
47.230 |
-1.500 |
-3.18 |
|
-6.98 |
| |  |
 |
 |
 |
S |
 |
Potlatch |
32.321 |
8/12/24 |
-1.99 |
29.885 |
8.15 |
37.340 |
-7.455 |
-19.96 |
|
-18.34 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
182.782 |
8/12/24 |
-2.02 |
168.931 |
8.20 |
190.635 |
-21.704 |
-11.39 |
|
-3.37 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
131.951 |
8/12/24 |
-2.19 |
128.716 |
2.51 |
125.641 |
3.074 |
2.45 |
|
4.93 |
| |  |
 |
 |
 |
|
 |
Boeing |
129.831 |
8/12/24 |
-2.25 |
147.684 |
-12.09 |
157.910 |
-10.225 |
-6.48 |
|
-8.33 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
44.147 |
8/12/24 |
-2.28 |
45.998 |
-4.02 |
58.183 |
-12.185 |
-20.94 |
|
-17.23 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
3/04/24 |
prc diff |
⇓ Δ17 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
The Trade Desk |
76.761 |
8/12/24 |
-2.28 |
77.497 |
-0.95 |
65.711 |
11.786 |
17.94 |
|
24.07 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
7.800 |
8/12/24 |
-2.38 |
10.093 |
-22.73 |
10.032 |
0.062 |
0.62 |
|
4.98 |
| |  |
 |
 |
 |
S |
 |
CoStar |
56.978 |
8/12/24 |
-2.50 |
58.441 |
-2.50 |
69.758 |
-11.317 |
-16.22 |
|
-12.18 |
| |  |
 |
 |
 |
|
 |
United Airlines |
31.973 |
8/12/24 |
-2.51 |
38.230 |
-16.37 |
34.757 |
3.473 |
9.99 |
|
6.73 |
| |  |
 |
 |
 |
S |
 |
Xerox |
7.681 |
8/12/24 |
-2.51 |
9.136 |
-15.93 |
15.008 |
-5.872 |
-39.12 |
|
-25.87 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
7.602 |
8/12/24 |
-2.54 |
8.733 |
-12.95 |
11.662 |
-2.929 |
-25.11 |
|
-21.05 |
| |  |
 |
 |
 |
L |
 |
Bloom Energy |
8.812 |
8/12/24 |
-3.05 |
8.994 |
-2.02 |
7.110 |
1.884 |
26.49 |
|
-10.36 |
| |  |
 |
 |
 |
S |
 |
Kraft Heinz |
27.029 |
8/12/24 |
-3.12 |
25.202 |
7.25 |
27.591 |
-2.389 |
-8.66 |
|
-9.64 |
| |  |
 |
 |
 |
L |
 |
Sunrun |
13.708 |
8/12/24 |
-3.13 |
8.634 |
58.77 |
9.418 |
-0.784 |
-8.32 |
|
-17.65 |
| |  |
 |
 |
 |
|
 |
MillerKnoll |
21.468 |
8/12/24 |
-3.49 |
20.931 |
2.57 |
23.623 |
-2.692 |
-11.40 |
|
12.67 |
| |  |
 |
 |
 |
|
 |
Simon Property |
121.106 |
8/12/24 |
-3.51 |
115.901 |
4.49 |
120.011 |
-4.110 |
-3.42 |
|
12.33 |
| |  |
 |
 |
 |
L |
 |
Charter Comm |
277.460 |
8/12/24 |
-3.75 |
234.159 |
18.49 |
219.738 |
14.421 |
6.56 |
|
-14.32 |
| |  |
 |
 |
 |
L |
 |
Moderna |
64.302 |
8/12/24 |
-4.29 |
91.719 |
-29.89 |
75.593 |
16.127 |
21.33 |
|
13.02 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
65.742 |
8/12/24 |
-4.43 |
80.115 |
-17.94 |
83.821 |
-3.706 |
-4.42 |
|
-34.63 |
| |  |
 |
 |
 |
L |
 |
Sunnova Energy |
5.237 |
8/12/24 |
-4.47 |
4.137 |
26.58 |
5.433 |
-1.296 |
-23.86 |
|
-35.71 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
8.068 |
8/12/24 |
-4.49 |
9.160 |
-11.92 |
16.205 |
-7.045 |
-43.47 |
|
-46.87 |
| |  |
 |
 |
 |
|
 |
Warner Bros. Disc |
5.308 |
8/12/24 |
-4.55 |
5.616 |
-5.49 |
6.386 |
-0.770 |
-12.05 |
|
-29.84 |
| |  |
 |
 |
 |
L |
 |
SunPower |
0.158 |
8/12/24 |
-4.76 |
2.144 |
-92.62 |
2.559 |
-0.415 |
-16.23 |
|
-32.66 |
| |  |
 |
 |
 |
S |
 |
Sirius XM |
2.357 |
8/12/24 |
-5.10 |
2.278 |
3.47 |
3.284 |
-1.005 |
-30.62 |
|
-30.71 |
| |  |
 |
 |
 |
|
 |
Altus Power |
2.326 |
8/12/24 |
-6.96 |
2.951 |
-21.18 |
5.433 |
-2.483 |
-45.69 |
|
-29.33 |
| USA - 219 out of 219 instruments rated - 7/01/24 / 3/04/24 - 114 did rise, Market-Ratio(17) in GBP = 52.05 % |
| Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions United States in Pound sterling * S17 - 35 ex 8 (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 |
7/17/06 |
196 |
|
- cash - |
| short |
7/17/06 |
7/24/06 |
7 |
 |
 |
 |
Take-Two Interactive |
100 |
1,805 |
|
5.537 |
5.607 |
5.468 |
-0.069 |
-1 |
9,875 |
-48 |
|
| 7/24/06 |
1/21/08 |
546 |
|
- cash - |
| |
1/21/08 |
3/24/08 |
63 |
 |
 |
 |
American Airlines |
100 |
1,606 |
|
6.146 |
4.591 |
8.230 |
2.083 |
34 |
13,220 |
442 |
|
| 3/24/08 |
3/31/08 |
7 |
|
- cash - |
| |
3/31/08 |
4/28/08 |
28 |
 |
 |
 |
American Airlines |
100 |
2,959 |
|
4.467 |
4.342 |
4.596 |
0.129 |
3 |
13,602 |
45 |
|
| 4/28/08 |
8/04/08 |
98 |
|
- cash - |
| |
8/04/08 |
8/11/08 |
7 |
 |
 |
 |
NVidia |
100 |
101,570 |
|
0.134 |
0.146 |
0.122 |
-0.012 |
-9 |
12,361 |
-99 |
|
| 8/11/08 |
8/25/08 |
14 |
|
- cash - |
| |
8/25/08 |
2/23/09 |
182 |
 |
 |
 |
AIG |
100 |
60 |
|
202.717 |
7.347 |
5,593.381 |
5,390.664 |
2,659 |
335,801 |
77,433 |
|
| 2/23/09 |
3/02/09 |
7 |
|
- cash - |
| |
3/02/09 |
3/23/09 |
21 |
 |
 |
 |
Citigroup |
100 |
40,052 |
|
8.384 |
21.639 |
0.000 |
-8.384 |
-100 |
5 |
-100 |
|
| 3/23/09 |
7/05/10 |
469 |
|
- cash - |
| |
7/05/10 |
7/12/10 |
7 |
 |
 |
 |
FuelCell Energy |
100 |
0 |
|
108.849 |
117.575 |
100.123 |
-8.726 |
-8 |
5 |
0 |
|
| 7/12/10 |
7/19/10 |
7 |
|
- cash - |
| |
7/19/10 |
7/26/10 |
7 |
 |
 |
 |
FuelCell Energy |
100 |
0 |
|
112.946 |
114.851 |
111.040 |
-1.905 |
-2 |
5 |
0 |
|
| 7/26/10 |
8/16/10 |
21 |
|
- cash - |
| |
8/16/10 |
9/06/10 |
21 |
 |
 |
 |
FuelCell Energy |
100 |
0 |
|
109.896 |
102.521 |
117.802 |
7.906 |
7 |
5 |
0 |
|
| 9/06/10 |
8/08/11 |
336 |
|
- cash - |
| |
8/08/11 |
10/24/11 |
77 |
 |
 |
 |
Bank of America |
100 |
1 |
|
3.966 |
4.213 |
3.718 |
-0.248 |
-6 |
5 |
-26 |
|
| 10/24/11 |
10/31/11 |
7 |
|
- cash - |
| |
10/31/11 |
11/07/11 |
7 |
 |
 |
 |
Netflix |
100 |
0 |
|
7.272 |
8.093 |
6.451 |
-0.821 |
-11 |
5 |
0 |
|
| 11/07/11 |
11/21/11 |
14 |
|
- cash - |
| |
11/21/11 |
11/28/11 |
7 |
 |
 |
 |
First Solar |
100 |
0 |
|
25.515 |
30.921 |
20.108 |
-5.407 |
-21 |
5 |
0 |
|
| 11/28/11 |
6/04/12 |
189 |
|
- cash - |
| |
6/04/12 |
6/11/12 |
7 |
 |
 |
 |
First Solar |
100 |
0 |
|
8.241 |
9.005 |
7.476 |
-0.765 |
-9 |
5 |
0 |
|
| 6/11/12 |
8/24/15 |
1169 |
|
- cash - |
| |
8/24/15 |
10/05/15 |
42 |
 |
 |
 |
Freeport-McMoRan |
100 |
0 |
|
5.502 |
7.383 |
3.621 |
-1.881 |
-34 |
5 |
0 |
|
| 10/05/15 |
12/14/15 |
70 |
|
- cash - |
| |
12/14/15 |
12/21/15 |
7 |
 |
 |
 |
Enphase Energy |
100 |
3 |
|
1.473 |
2.412 |
0.534 |
-0.939 |
-64 |
2 |
-100 |
|
| 12/21/15 |
1/18/16 |
28 |
|
- cash - |
| |
1/18/16 |
1/25/16 |
7 |
 |
 |
 |
Freeport-McMoRan |
100 |
0 |
|
3.054 |
2.766 |
3.371 |
0.318 |
10 |
2 |
0 |
|
| 1/25/16 |
2/08/16 |
14 |
|
- cash - |
| |
2/08/16 |
3/07/16 |
28 |
 |
 |
 |
Enphase Energy |
100 |
1 |
|
1.448 |
2.313 |
0.583 |
-0.865 |
-60 |
2 |
-100 |
|
| 3/07/16 |
12/10/18 |
1008 |
|
- cash - |
| |
12/10/18 |
2/04/19 |
56 |
 |
 |
 |
United Natural Foods |
100 |
0 |
|
10.890 |
10.363 |
11.444 |
0.554 |
5 |
2 |
0 |
|
| 2/04/19 |
3/09/20 |
399 |
|
- cash - |
| |
3/09/20 |
5/04/20 |
56 |
 |
 |
 |
Diamondback Energy |
100 |
0 |
|
20.481 |
34.175 |
6.787 |
-13.694 |
-67 |
2 |
0 |
|
| |
5/04/20 |
6/01/20 |
28 |
 |
 |
 |
United Airlines |
100 |
0 |
|
20.302 |
23.625 |
16.979 |
-3.323 |
-16 |
2 |
0 |
|
| 6/01/20 |
6/15/20 |
14 |
|
- cash - |
| |
6/15/20 |
6/22/20 |
7 |
 |
 |
 |
Xerox |
100 |
0 |
|
13.358 |
13.176 |
13.543 |
0.185 |
1 |
2 |
0 |
|
| 6/22/20 |
3/07/22 |
623 |
|
- cash - |
| |
3/07/22 |
3/21/22 |
14 |
 |
 |
 |
PayPal |
100 |
0 |
|
71.349 |
86.970 |
55.728 |
-15.621 |
-22 |
2 |
0 |
|
| 3/21/22 |
4/25/22 |
35 |
|
- cash - |
| |
4/25/22 |
5/30/22 |
35 |
 |
 |
 |
Netflix |
100 |
0 |
|
164.795 |
154.140 |
176.186 |
11.391 |
7 |
2 |
0 |
|
| 5/30/22 |
6/13/22 |
14 |
|
- cash - |
| |
6/13/22 |
8/15/22 |
63 |
 |
 |
 |
Netflix |
100 |
0 |
|
139.354 |
206.085 |
72.623 |
-66.731 |
-48 |
2 |
0 |
|
| 8/15/22 |
9/26/22 |
42 |
|
- cash - |
| |
9/26/22 |
10/10/22 |
14 |
 |
 |
 |
DoorDash |
100 |
0 |
|
47.486 |
43.251 |
52.136 |
4.650 |
10 |
2 |
0 |
|
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | ps short | prc diff | d % | asset | yield | |
| 10/10/22 |
10/23/23 |
378 |
|
- cash - |
| |
10/23/23 |
11/06/23 |
14 |
 |
 |
 |
SunPower |
100 |
0 |
|
4.053 |
3.467 |
4.738 |
0.685 |
17 |
2 |
0 |
|
| 11/06/23 |
11/27/23 |
21 |
|
- cash - |
| |
11/27/23 |
12/04/23 |
7 |
 |
 |
 |
Plug Power |
100 |
0 |
|
2.713 |
3.802 |
1.624 |
-1.089 |
-40 |
2 |
0 |
|
| 12/04/23 |
12/16/25 |
743 |
|
- cash - |
| accum | 7/17/06 |
12/04/23 | 819 |
days out of 7288 invested (11%) |
-100 |
2 |
-98 |
|
Instrument Related Contribution
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | | | total |
| AIG | short | 8/25/08 | 2/23/09 | 182 | 202.72 | 7.35 | 5,593.38 | 5,390.66 | 2,659.21 | | | 2,659.21 |
| American Airlines | | 1/21/08 | 3/24/08 | 63 | 6.15 | 4.59 | 8.23 | 2.08 | 33.89 | | | |
| | | 3/31/08 | 4/28/08 | 28 | 4.47 | 4.34 | 4.60 | 0.13 | 2.89 | | | 37.76 |
| SunPower | | 10/23/23 | 11/06/23 | 14 | 4.05 | 3.47 | 4.74 | 0.69 | 16.91 | | | 16.91 |
| DoorDash | | 9/26/22 | 10/10/22 | 14 | 47.49 | 43.25 | 52.14 | 4.65 | 9.79 | | | 9.79 |
| United Natural Foods | | 12/10/18 | 2/04/19 | 56 | 10.89 | 10.36 | 11.44 | 0.55 | 5.09 | | | 5.09 |
| Xerox | | 6/15/20 | 6/22/20 | 7 | 13.36 | 13.18 | 13.54 | 0.18 | 1.38 | | | 1.38 |
| Take-Two Interactive | | 7/17/06 | 7/24/06 | 7 | 5.54 | 5.61 | 5.47 | -0.07 | -1.25 | | | -1.25 |
| FuelCell Energy | | 7/05/10 | 7/12/10 | 7 | 108.85 | 117.58 | 100.12 | -8.73 | -8.02 | | | |
| | | 7/19/10 | 7/26/10 | 7 | 112.95 | 114.85 | 111.04 | -1.91 | -1.69 | | | |
| | | 8/16/10 | 9/06/10 | 21 | 109.90 | 102.52 | 117.80 | 7.91 | 7.19 | | | -3.06 |
| Bank of America | | 8/08/11 | 10/24/11 | 77 | 3.97 | 4.21 | 3.72 | -0.25 | -6.25 | | | -6.25 |
| NVidia | | 8/04/08 | 8/11/08 | 7 | 0.13 | 0.15 | 0.12 | -0.01 | -9.12 | | | -9.12 |
| United Airlines | | 5/04/20 | 6/01/20 | 28 | 20.30 | 23.62 | 16.98 | -3.32 | -16.37 | | | -16.37 |
| PayPal | | 3/07/22 | 3/21/22 | 14 | 71.35 | 86.97 | 55.73 | -15.62 | -21.89 | | | -21.89 |
| Freeport-McMoRan | | 8/24/15 | 10/05/15 | 42 | 5.50 | 7.38 | 3.62 | -1.88 | -34.19 | | | |
| | | 1/18/16 | 1/25/16 | 7 | 3.05 | 2.77 | 3.37 | 0.32 | 10.40 | | | -27.34 |
| First Solar | | 11/21/11 | 11/28/11 | 7 | 25.51 | 30.92 | 20.11 | -5.41 | -21.19 | | | |
| | | 6/04/12 | 6/11/12 | 7 | 8.24 | 9.01 | 7.48 | -0.76 | -9.28 | | | -28.50 |
| Plug Power | | 11/27/23 | 12/04/23 | 7 | 2.71 | 3.80 | 1.62 | -1.09 | -40.15 | | | -40.15 |
| Netflix | | 10/31/11 | 11/07/11 | 7 | 7.27 | 8.09 | 6.45 | -0.82 | -11.29 | | | |
| | | 4/25/22 | 5/30/22 | 35 | 164.79 | 154.14 | 176.19 | 11.39 | 6.91 | | | |
| | | 6/13/22 | 8/15/22 | 63 | 139.35 | 206.09 | 72.62 | -66.73 | -47.89 | | | -50.57 |
| Diamondback Energy | | 3/09/20 | 5/04/20 | 56 | 20.48 | 34.17 | 6.79 | -13.69 | -66.86 | | | -66.86 |
| Enphase Energy | | 12/14/15 | 12/21/15 | 7 | 1.47 | 2.41 | 0.53 | -0.94 | -63.73 | | | |
| | | 2/08/16 | 3/07/16 | 28 | 1.45 | 2.31 | 0.58 | -0.86 | -59.74 | | | -85.40 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | | | total |
| Citigroup | | 3/02/09 | 3/23/09 | 21 | 8.38 | 21.64 | 0.00 | -8.38 | -100.00 | | | -100.00 |
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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