Share-o-matic - Assessment USA (United States)

Assessment - United States - 7/09/07 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/09/07	⇓ Δwk	10/09/06	prc diff	⇓ Δ39	∅-RS
		S&P 500	5,222.680	Fri	0.16	1,531.850		1,350.660	181.190	13.41	9.59
		Align Technology	271.700	Fri	-3.10	24.730		13.380	11.350	84.83	107.14
		Keurig Dr Pepper	34.030	Fri	0.12						91.49
		Mastercard	456.980	Fri	0.33	16.122		7.280	8.842	121.46	89.39
		Amazon.com	187.480	Fri	-1.07	3.603		1.669	1.934	115.90	83.84
		Deckers Outdoor	861.990	Fri	-1.44	34.577		16.500	18.077	109.56	81.14
	L	SunPower	2.300	Fri	-2.95	67.920		28.450	39.470	138.73	76.88
		Booking	3,805.750	Fri	0.68	70.250		39.120	31.130	79.58	66.22
		Apple	183.050	Fri	-0.69	4.655		2.665	1.989	74.64	55.29
	S	ON Semiconductor	70.460	Fri	-1.12	11.320		5.990	5.330	88.98	48.51
	L	Freeport-McMoRan	51.590	Fri	1.00	44.445		26.875	17.570	65.38	48.13
		NVidia	898.780	Fri	1.27	7.507		5.487	2.020	36.82	46.84
		Warner Bros. Disc	8.150	Fri	1.37	11.975		7.445	4.530	60.85	42.96
		Paccar	109.180	Fri	0.24	62.333		39.546	22.787	57.62	40.77
		Intuitive Surgical	386.700	Fri	0.32	16.380		12.030	4.350	36.16	34.47
	S	Dollar Tree	121.040	Fri	0.74	14.526		10.423	4.103	39.36	32.17
	S	Monster Beverage	55.460	Fri	0.47	3.823		2.653	1.169	44.06	31.24
	S	Honeywell	202.920	Fri	1.14	58.530		42.240	16.290	38.57	30.26
	L	Interface	16.220	Fri	1.95	19.090		13.470	5.620	41.72	29.88
	S	J.B. Hunt	170.590	Fri	0.34	30.670		21.930	8.740	39.85	29.37
	L	United Airlines	52.720	Fri	0.17	44.860		29.770	15.090	50.69	28.32
	L	PSEG	74.010	Fri	0.56	45.980		29.775	16.205	54.42	28.08
		CSX	34.380	Fri	-0.35	5.194		3.745	1.449	38.69	27.60
		Take-Two Interactive	145.880	Fri	0.14	20.230		14.480	5.750	39.71	25.97
	L	Chevron	165.820	Fri	0.22	89.500		63.240	26.260	41.52	25.93
		⇓instrument	freshest		⇓ Δday	7/09/07	⇓ Δwk	10/09/06	prc diff	⇓ Δ39	∅-RS
		ConocoPhilips	121.910	Fri	-0.57	64.999		44.443	20.556	46.25	25.73
	S	Nike	90.940	Fri	-2.62	14.770		11.058	3.713	33.57	23.77
	L	Baker Hughes	32.340	Fri	-1.34	88.310		67.510	20.800	30.81	22.19
	S	Intel	29.850	Fri	-0.80	24.959		20.620	4.339	21.04	21.92
		Roper Technologies	523.500	Fri	0.03	61.170		45.250	15.920	35.18	21.85
		Union Pacific	247.400	Fri	0.32	29.215		22.332	6.883	30.82	21.63
	L	Texas Instruments	187.050	Fri	0.93	38.250		31.430	6.820	21.70	21.56
		Kadant	287.550	Fri	0.10	30.730		26.180	4.550	17.38	20.90
	L	Edison International	74.890	Fri	0.17	56.140		42.120	14.020	33.29	20.54
		Alphabet A	168.650	Fri	-0.77	13.606		10.758	2.848	26.47	20.33
		Alphabet C	170.290	Fri	-0.75	13.513		10.685	2.828	26.47	20.33
	S	Baxter	35.690	Fri	-0.72	31.439		24.769	6.670	26.93	20.29
	S	McDonald´s	275.000	Fri	2.63	51.140		40.570	10.570	26.05	19.94
		Bristol-Myers	44.940	Fri	0.45	31.350		24.380	6.970	28.59	19.89
		BNY Mellon	58.440	Fri	0.15	45.080		35.660	9.420	26.42	19.29
		Caterpillar	354.790	Fri	0.86	79.830		68.900	10.930	15.86	19.29
	L	Exxon Mobil	117.960	Fri	-0.41	87.440		66.550	20.890	31.39	19.28
	L	Exelon	37.670	Fri	-0.74	76.250		60.390	15.860	26.26	18.99
		IBM	167.150	Fri	0.53	108.970		84.000	24.970	29.73	18.88
		CoStar	89.880	Fri	-1.60	5.586		4.324	1.262	29.19	18.13
	L	Thermo Fisher	593.030	Fri	2.61	52.260		39.850	12.410	31.14	17.56
	L	Goldman Sachs	454.730	Fri	-0.18	223.300		177.450	45.850	25.84	17.19
	S	Illumina	110.530	Fri	-0.74	20.675		17.645	3.030	17.17	17.15
	L	Analog Devices	207.190	Fri	1.17	39.060		30.480	8.580	28.15	17.10
		Biogen	221.500	Fri	-0.56	54.780		45.580	9.200	20.18	17.02
		⇓instrument	freshest		⇓ Δday	7/09/07	⇓ Δwk	10/09/06	prc diff	⇓ Δ39	∅-RS
		salesforce.com	276.670	Fri	0.55	11.113		10.075	1.038	10.30	16.96
		Target	163.130	Fri	-0.72	66.720		58.590	8.130	13.88	16.94
	L	Devon Energy	50.120	Fri	-1.44	79.690		61.550	18.140	29.47	16.78
	S	Autodesk	217.770	Fri	-0.39	44.960		35.270	9.690	27.47	16.64
	L	AT&T	17.170	Fri	-0.06	40.490		32.180	8.310	25.82	16.14
		KLA-Tencor	718.270	Fri	1.07	57.120		47.880	9.240	19.30	15.99
		FuelCell Energy	0.699	Fri	-5.21	1,206.720		1,028.160	178.560	17.37	15.80
	S	Boeing	178.510	Fri	-1.51	99.900		82.650	17.250	20.87	15.73
	S	Cisco Systems	48.060	Fri	0.56	28.449		24.310	4.139	17.03	15.69
	S	HP	29.720	Fri	0.24	20.600		17.257	3.343	19.37	15.08
	S	Xerox	13.540	Fri	-0.51	76.320		62.800	13.520	21.53	15.01
		Oracle	116.670	Fri	0.03	20.160		18.550	1.610	8.68	14.98
		Verizon	40.400	Fri	1.53	41.832		35.196	6.636	18.85	14.86
		Costco	787.190	Fri	1.05	61.360		49.810	11.550	23.19	14.32
		Fiserv	154.220	Fri	-0.29	14.415		11.978	2.438	20.35	14.04
		Lam Research	915.420	Fri	0.87	54.310		51.660	2.650	5.13	14.03
		Synopsys	556.710	Fri	1.24	26.570		20.150	6.420	31.86	13.88
		3M	98.930	Fri	1.64	88.110		75.800	12.310	16.24	13.83
		Ford Motor	11.990	Fri	-1.15	9.080		8.190	0.890	10.87	13.80
	S	Gilead Sciences	65.960	Fri	2.14	19.685		16.295	3.390	20.80	13.55
		Applied Materials	209.730	Fri	1.65	20.170		18.470	1.700	9.20	12.31
		Ansys	328.250	Fri	0.31	27.160		22.510	4.650	20.66	12.19
		Fastenal	67.880	Fri	0.38	10.598		9.960	0.637	6.40	12.16
		Emerson Electric	115.550	Fri	-0.03	48.520		42.530	5.990	14.08	11.98
	L	Kirby	114.970	Fri	-0.87	39.140		32.670	6.470	19.80	11.87
		⇓instrument	freshest		⇓ Δday	7/09/07	⇓ Δwk	10/09/06	prc diff	⇓ Δ39	∅-RS
	L	Altria	44.900	Fri	0.42	23.845		19.655	4.190	21.32	11.85
		Norfolk Southern	230.290	Fri	1.75	55.040		45.750	9.290	20.31	11.66
	L	Qualcomm	182.080	Fri	0.85	43.590		36.240	7.350	20.28	11.41
	S	CVS Health	55.820	Fri	0.25	36.650		29.720	6.930	23.32	11.33
	L	Raytheon Tech	106.320	Fri	0.55	45.639		41.032	4.607	11.23	11.10
		Merck (MSD)	130.060	Fri	-0.13	49.420		41.860	7.560	18.06	10.94
	S	Landstar System	184.570	Fri	1.14	49.300		44.590	4.710	10.56	10.89
		eBay	51.000	Fri	1.31	14.146		12.412	1.734	13.97	10.84
	L	Coca-Cola	63.260	Fri	0.60	26.350		22.210	4.140	18.64	10.81
		O'Reilly	1,019.330	Fri	-1.11	36.310		34.160	2.150	6.29	10.81
		IDEXX Labs	509.820	Fri	1.80	47.830		46.850	0.980	2.09	10.76
		C.H. Robinson	82.720	Fri	1.80	51.870		43.830	8.040	18.34	10.38
		Halliburton	37.070	Fri	-1.09	35.090		27.090	8.000	29.53	10.22
	L	Ormat Technologies	70.290	Fri	1.97	40.850		34.110	6.740	19.76	9.08
		Travelers Companies	218.500	Fri	-0.42	54.900		48.090	6.810	14.16	8.96
	S	Comcast	39.310	Fri	2.00	14.145		12.553	1.592	12.68	8.95
	L	American Express	242.300	Fri	1.32	62.440		56.520	5.920	10.47	8.58
		General Electric	163.380	Fri	-2.46	308.960		289.280	19.680	6.80	8.54
		Marriott	240.460	Fri	1.23	47.000		40.180	6.820	16.97	8.03
		Copart	54.740	Fri	-0.94	1.948		1.813	0.136	7.48	8.01
		Steelcase	13.150	Fri		18.860		16.170	2.690	16.64	7.62
		MetLife	72.730	Fri	0.26	64.510		57.550	6.960	12.09	7.50
	S	Potlatch	43.170	Fri	0.49	44.900		39.310	5.590	14.22	7.49
		Berkshire Hathaway	412.050	Fri	0.79	74.280		65.420	8.860	13.54	7.41
	L	FirstEnergy	39.940	Fri	0.25	65.590		56.860	8.730	15.35	7.39
		⇓instrument	freshest		⇓ Δday	7/09/07	⇓ Δwk	10/09/06	prc diff	⇓ Δ39	∅-RS
	S	Adobe	482.290	Fri	-0.07	40.720		37.390	3.330	8.91	7.27
		Marsh & McLennan	205.550	Fri	0.35	31.500		27.750	3.750	13.51	7.21
		Home Depot	346.430	Fri	-0.29	40.230		37.700	2.530	6.71	6.81
	L	Lockheed Martin	468.880	Fri	0.10	96.960		88.580	8.380	9.46	6.65
	L	General Dynamics	296.440	Fri	0.16	79.540		74.820	4.720	6.31	6.45
	L	AEP	91.610	Fri	0.73	44.790		37.300	7.490	20.08	6.38
		Microsoft	414.740	Fri	0.59	29.870		27.720	2.150	7.76	6.02
	S	Medtronic	82.840	Fri	0.10	53.160		49.290	3.870	7.85	5.95
	L	NextEra Energy	73.790	Fri	-1.06	13.995		11.595	2.400	20.70	5.79
		FedEx	265.730	Fri	1.40	116.170		111.700	4.470	4.00	5.73
	S	Abbott Labs	104.740	Fri	0.07	26.855		23.350	3.505	15.01	5.53
	S	Old Dominion FL	185.040	Fri	1.03	4.628		4.887	-0.259	-5.31	5.47
	L	Walt Disney	105.790	Fri	-0.01	34.460		31.333	3.127	9.98	4.83
	L	Cintas	700.270	Fri	0.58	39.500		39.790	-0.290	-0.73	4.76
		Ryder System	126.640	Fri	-0.60	54.530		53.410	1.120	2.10	4.66
	L	Dominion Resources	53.070	Fri	0.44	43.285		38.180	5.105	13.37	4.65
	L	AES	19.940	Fri	-0.25	22.520		20.540	1.980	9.64	4.58
		Ross Stores	133.480	Fri	-1.03	7.733		7.200	0.533	7.40	3.94
		Mondelez	71.200	Fri	1.42	22.725		23.186	-0.461	-1.99	3.70
	L	AIG	80.110	Fri	0.29	1,404.600		1,336.200	68.400	5.12	3.51
		Paychex	122.550	Fri	1.03	39.650		38.300	1.350	3.52	3.21
	L	PepsiCo	179.790	Fri	0.97	66.050		63.720	2.330	3.66	2.93
		Automatic Data	246.860	Fri	0.70	48.920		47.520	1.400	2.95	2.88
	L	Colgate-Palmolive	95.100	Fri	1.08	33.105		31.310	1.795	5.73	2.65
	L	Fox A	33.410	Fri	0.27	21.740		20.160	1.580	7.84	2.64
		⇓instrument	freshest		⇓ Δday	7/09/07	⇓ Δwk	10/09/06	prc diff	⇓ Δ39	∅-RS
	S	Cognizant	66.980	Fri	0.27	20.000		18.927	1.073	5.67	2.48
		Walmart	60.480	Fri	0.07	16.167		16.073	0.093	0.58	2.39
		Marvell Tech	68.470	Fri	1.17	18.580		17.300	1.280	7.40	2.19
		Capital One	142.560	Fri	0.47	78.850		79.340	-0.490	-0.62	1.89
		UPS	147.370	Fri	0.64	74.400		74.000	0.400	0.54	1.83
		JP Morgan Chase	198.770	Fri	0.64	48.790		47.110	1.680	3.57	1.52
		UnitedHealth	512.810	Fri	1.14	51.970		50.720	1.250	2.46	1.32
		Eli Lilly	760.000	Fri	-1.50	56.040		57.510	-1.470	-2.56	1.10
		DexCom	127.050	Fri	-0.85	2.303		2.785	-0.483	-17.32	0.72
		Lowe´s	235.030	Fri	-0.47	30.740		29.740	1.000	3.36	0.37
	L	Citigroup	63.530	Fri	0.33	516.000		510.800	5.200	1.02	0.22
	S	Southwest Airlines	27.360	Fri	0.29	15.550		16.760	-1.210	-7.22	-0.43
	L	Micron Technology	121.240	Fri	2.91	13.420		15.320	-1.900	-12.40	-0.66
	S	Expeditors Wash	118.330	Fri	1.11	43.530		45.780	-2.250	-4.91	-0.66
		MillerKnoll	27.330	Fri	-0.29	33.300		33.990	-0.690	-2.03	-1.12
	L	Wells Fargo	61.890	Fri	1.00	35.120		36.410	-1.290	-3.54	-1.21
	L	Procter & Gamble	166.850	Fri	0.49	61.520		62.850	-1.330	-2.12	-1.41
	S	Walgreens Boots	17.190	Fri	-0.35	44.690		43.090	1.600	3.71	-1.50
	L	Pfizer	28.010	Fri	-0.60	25.880		27.650	-1.770	-6.40	-1.82
		U.S. Bancorp	41.850	Fri	0.75	33.350		33.730	-0.380	-1.13	-2.13
	S	Johnson & Johnson	149.910	Fri	0.04	62.720		64.870	-2.150	-3.31	-2.22
	L	California Water	53.150	Fri	0.89	18.625		18.425	0.200	1.09	-2.49
		Intuit	632.310	Fri	0.87	29.460		34.300	-4.840	-14.11	-3.57
	L	Southern	78.140	Fri	-0.14	34.300		34.740	-0.440	-1.27	-3.62
		Simon Property	147.720	Fri	-0.95	95.630		94.230	1.400	1.49	-3.83
		⇓instrument	freshest		⇓ Δday	7/09/07	⇓ Δwk	10/09/06	prc diff	⇓ Δ39	∅-RS
		Molina Healthcare	354.600	Fri	1.31	31.900		36.300	-4.400	-12.12	-3.99
		Regeneron	973.800	Fri	0.60	18.010		16.770	1.240	7.39	-4.28
	L	Duke Energy	102.670	Fri	-0.34	54.630		55.555	-0.925	-1.67	-4.69
	L	Morgan Stanley	98.280	Fri	0.17	72.660		75.000	-2.340	-3.12	-5.01
	L	Consolidated Edison	97.700	Fri	-0.43	45.310		46.420	-1.110	-2.39	-5.38
	L	Bank of America	38.450	Fri	0.44	48.810		54.510	-5.700	-10.46	-6.00
		Electronic Arts	127.140	Fri	0.02	48.250		57.000	-8.750	-15.35	-6.20
	L	AstraZeneca	77.180	Fri	-0.55	26.745		31.055	-4.310	-13.88	-6.48
		Xcel Energy	55.460	Fri	0.40	20.530		20.720	-0.190	-0.92	-7.75
	L	LTC Properties	34.060	Fri	-0.09	22.820		25.390	-2.570	-10.12	-8.84
		Plug Power	2.560	Fri	-7.58	3.330		4.070	-0.740	-18.18	-9.11
		Netflix	610.870	Fri	-0.20	2.919		3.429	-0.510	-14.87	-11.13
	S	United Natural Foods	10.080	Fri	2.23	27.760		33.080	-5.320	-16.08	-11.98
		Vertex	422.780	Fri	0.90	28.440		37.150	-8.710	-23.45	-14.08
	L	Encompass Health	86.530	Fri	0.19	18.810		24.150	-5.340	-22.11	-14.67
	S	Sirius XM	3.030	Fri	-0.98	3.010		3.870	-0.860	-22.22	-15.10
		Amgen	310.150	Fri	-0.87	54.550		73.920	-19.370	-26.20	-16.55
		AMD	151.920	Fri	-0.31	14.570		23.000	-8.430	-36.65	-17.00
	S	Starbucks	76.110	Fri	0.57	13.170		19.200	-6.030	-31.41	-19.12
	L	American Airlines	14.400	Fri	-0.55	35.860		47.030	-11.170	-23.75	-20.29
	L	Alaska Air Group	43.760	Fri	-0.23	7.107		10.120	-3.013	-29.77	-22.27
		AbbVie	160.750	Fri	0.22						-na-
		Airbnb	146.320	Fri	-0.50						-na-
	S	Altus Power	4.440	Fri	-2.42						-na-
		American Water	135.500	Fri	0.83						-na-
		⇓instrument	freshest		⇓ Δday	7/09/07	⇓ Δwk	10/09/06	prc diff	⇓ Δ39	∅-RS
	L	Array Tech	12.760	Fri	2.00						-na-
	S	Atlassian	179.750	Fri	-0.06						-na-
		Avis Budget	119.360	Fri	-0.71	29.180		19.050	10.130	53.18	-na-
	L	Bloom Energy	11.160	Fri	-4.94						-na-
		Broadcom	1,332.800	Fri	2.08						-na-
		Cadence	287.480	Fri	0.77	21.690		17.900	3.790	21.17	-na-
		CDW	222.460	Fri	-0.23						-na-
	S	Charter Comm	275.550	Fri	4.40						-na-
	L	Constellation Energy	214.930	Fri	-0.45						-na-
		CrowdStrike	320.760	Fri	0.89						-na-
		Datadog	118.970	Fri	2.68						-na-
	L	Delta Air Lines	52.600	Fri	-0.28	21.330					-na-
	L	Diamondback Energy	202.190	Fri	-0.75						-na-
		DoorDash	114.840	Fri	-1.14						-na-
	L	Dow	59.410	Fri	-0.07						-na-
	L	DuPont	78.760	Fri	-0.05						-na-
	S	Energy Recovery	13.960	Fri	0.43						-na-
	L	Enphase Energy	108.350	Fri	-2.50						-na-
	L	First Solar	191.050	Fri	-1.32	115.970					-na-
	S	Fortinet	58.160	Fri	0.09						-na-
		GE HealthCare	83.400	Fri	0.81						-na-
	L	General Motors	45.210	Fri	-0.33						-na-
	S	GlobalFoundries	51.090	Fri	-0.99						-na-
	L	Hannon Armstrong SIC	32.080	Fri	-1.50						-na-
		Kraft Heinz	36.240	Fri	1.48						-na-
		⇓instrument	freshest		⇓ Δday	7/09/07	⇓ Δwk	10/09/06	prc diff	⇓ Δ39	∅-RS
		Matson	116.140	Fri	1.65						-na-
		Meta Platforms	476.200	Fri	0.16						-na-
	L	Moderna	117.310	Fri	-4.39						-na-
		MongoDB	353.470	Fri	-0.34						-na-
		Palo Alto Networks	297.470	Fri	0.61						-na-
	L	PayPal	62.930	Fri	-2.36						-na-
	L	Philip Morris	99.660	Fri	0.20						-na-
	S	Shoals Technologies	6.940	Fri	-9.64						-na-
	L	Sprouts	75.730	Fri	1.53						-na-
	S	Sunnova Energy	4.030	Fri	-6.93						-na-
		Sunrun	11.260	Fri	-9.27						-na-
		T-Mobile US	164.200	Fri	-0.29	70.360					-na-
		Tesla Motors	168.470	Fri	-2.04						-na-
	L	The Trade Desk	87.260	Fri	-1.59						-na-
		Uber Technologies	66.990	Fri	-1.38						-na-
		Verisk Analytics	248.310	Fri	1.36						-na-
		Visa	280.740	Fri	0.79						-na-
		Workday	246.340	Fri	0.15						-na-
		Zscaler	174.620	Fri	1.55						-na-
USA - 171 out of 218 instruments rated - 7/09/07 / 10/09/06 - 134 did rise, Market-Ratio(39) = 78.36 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	USA RS = 39 - B/S = 38/36

1/06/20	scale up chart	5/06/24

Transactions United States * 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	40	247.400	186.200	328.715	81.315	33	13,253	13,869
long	3/17/08	4/07/08	21		First Solar	100	68	193.660	268.300		74.640	39	18,328	28,794
short	4/07/08	4/14/08	7		Citigroup	100	74	246.000	225.100	268.841	22.841	9	20,018	10,147
long	4/14/08	6/16/08	63		First Solar	100	70	285.790	268.220		-17.570	-6	18,788	-31
short	6/16/08	8/04/08	49		Delta Air Lines	100	3,379	5.560	8.120	3.000	-2.560	-46	10,138	-99
long	8/04/08	9/01/08	28		First Solar	100	39	257.870	236.010		-21.860	-8	9,286	-68
short	9/01/08	7/06/09	308		AIG	100	21	439.200	16.190	11,914.555	11,475.355	2,613	250,268	4,897
long	7/06/09	11/21/11	868		Avis Budget	100	46,431	5.390	12.460		7.070	131	578,535	42
short	11/21/11	11/28/11	7		Netflix	100	54,380	10.639	9.993	11.326	0.687	6	615,916	2,517
long	11/28/11	8/24/15	1365		Alexion	100	9,128	67.470	166.990		99.520	148	1,524,335	27
short	8/24/15	9/14/15	21		Keurig Dr Pepper	100	29,714	51.300	59.350	43.250	-8.050	-16	1,285,137	-95
long	9/14/15	9/21/15	7		JetBlue Airways	100	48,818	26.325	26.840		0.515	2	1,310,278	175
short	9/21/15	10/05/15	14		Wynn Resorts	100	19,685	66.560	64.860	68.305	1.745	3	1,344,621	96
long	10/05/15	12/14/15	70		Netflix	100	12,091	111.200	120.670		9.470	9	1,459,122	53
short	12/14/15	12/28/15	14		SunEdison	100	332,374	4.390	5.490	3.290	-1.100	-25	1,093,511	-100
long	12/28/15	1/11/16	14		Energy Recovery	100	154,015	7.100	6.190		-0.910	-13	953,357	-97
short	1/11/16	3/07/16	56		SunEdison	100	285,436	3.340	1.860	5.998	2.658	80	1,711,932	4,440
long	3/07/16	10/29/18	966		Energy Recovery	100	199,758	8.570	7.050		-1.520	-18	1,408,300	-7
short	10/29/18	11/05/18	7		Western Digital	100	33,894	41.550	48.360	34.740	-6.810	-16	1,177,482	-100
long	11/05/18	12/24/18	49		Enphase Energy	100	218,456	5.390	4.640		-0.750	-14	1,013,640	-67
short	12/24/18	12/31/18	7		United Natural Foods	100	104,391	9.710	10.590	8.830	-0.880	-9	921,776	-99
long	12/31/18	3/16/20	441		Eli Lilly	100	7,965	115.720	129.380		13.660	12	1,030,578	10
short	3/16/20	5/04/20	49		Occidental Pet	100	85,738	12.020	15.520	8.520	-3.500	-29	730,495	-92
long	5/04/20	5/09/22	735		Tesla Motors	100	14,395	50.746	262.370		211.624	417	3,776,822	126
short	5/09/22	5/30/22	21		Netflix	100	21,818	173.100	195.190	151.010	-22.090	-13	3,294,862	-91
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	46,498	70.860	59.830		-11.030	-16	2,781,990	-99
short	6/13/22	8/15/22	63		Beyond Meat	100	124,920	22.270	35.700	8.840	-13.430	-60	1,104,314	-100
long	8/15/22	8/22/22	7		Array Tech	100	48,181	22.920	20.500		-2.420	-11	987,716	-100
short	8/22/22	11/14/22	84		Gaia	100	303,912	3.250	2.820	3.746	0.496	15	1,138,335	85
long	11/14/22	12/19/22	35		First Solar	100	7,409	153.630	156.770		3.140	2	1,161,599	23
short	12/19/22	1/16/23	28		Tesla Motors	100	7,750	149.870	122.400	183.505	33.635	22	1,422,270	1,300
long	1/16/23	5/15/23	119		First Solar	100	7,893	180.190	221.590		41.400	23	1,749,040	89
short	5/15/23	5/22/23	7		Plug Power	100	222,807	7.850	8.830	6.870	-0.980	-12	1,530,690	-100
long	5/22/23	5/10/24	354		NVidia	100	4,909	311.760	898.780		587.020	188	4,412,371	198
accum	2/25/08	5/10/24	5921	days out of 6705 invested (88%)							44,024		4,412,371	46

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	439.20	16.19	11,914.55	11,475.35	2,612.79	2,612.79
Tesla Motors	long	5/04/20	5/09/22	735	50.75	262.37		211.62	417.03
	short	12/19/22	1/16/23	28	149.87	122.40	183.51	33.64	22.44	533.06
NVidia	long	5/22/23	5/10/24	354	311.76	898.78		587.02	188.29	188.29
Alexion	long	11/28/11	8/24/15	1365	67.47	166.99		99.52	147.50	147.50
Avis Budget	long	7/06/09	11/21/11	868	5.39	12.46		7.07	131.17	131.17
First Solar	long	3/17/08	4/07/08	21	193.66	268.30		74.64	38.54
	long	4/14/08	6/16/08	63	285.79	268.22		-17.57	-6.15
	long	8/04/08	9/01/08	28	257.87	236.01		-21.86	-8.48
	long	11/14/22	12/19/22	35	153.63	156.77		3.14	2.04
	long	1/16/23	5/15/23	119	180.19	221.59		41.40	22.98	49.33
Citigroup	short	2/25/08	3/17/08	21	247.40	186.20	328.72	81.32	32.87
	short	4/07/08	4/14/08	7	246.00	225.10	268.84	22.84	9.28	45.20
SunEdison	short	12/14/15	12/28/15	14	4.39	5.49	3.29	-1.10	-25.06
	short	1/11/16	3/07/16	56	3.34	1.86	6.00	2.66	79.57	34.57
Gaia	short	8/22/22	11/14/22	84	3.25	2.82	3.75	0.50	15.25	15.25
Eli Lilly	long	12/31/18	3/16/20	441	115.72	129.38		13.66	11.80	11.80
Wynn Resorts	short	9/21/15	10/05/15	14	66.56	64.86	68.30	1.74	2.62	2.62
JetBlue Airways	long	9/14/15	9/21/15	7	26.33	26.84		0.52	1.96	1.96
Netflix	short	11/21/11	11/28/11	7	10.64	9.99	11.33	0.69	6.46
	long	10/05/15	12/14/15	70	111.20	120.67		9.47	8.52
	short	5/09/22	5/30/22	21	173.10	195.19	151.01	-22.09	-12.76	0.78
United Natural Foods	short	12/24/18	12/31/18	7	9.71	10.59	8.83	-0.88	-9.06	-9.06
Array Tech	long	8/15/22	8/22/22	7	22.92	20.50		-2.42	-10.56	-10.56
Plug Power	short	5/15/23	5/22/23	7	7.85	8.83	6.87	-0.98	-12.48	-12.48
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	5.39	4.64		-0.75	-13.91	-13.91
Keurig Dr Pepper	short	8/24/15	9/14/15	21	51.30	59.35	43.25	-8.05	-15.69	-15.69
Western Digital	short	10/29/18	11/05/18	7	41.55	48.36	34.74	-6.81	-16.39	-16.39
Energy Recovery	long	12/28/15	1/11/16	14	7.10	6.19		-0.91	-12.82
	long	3/07/16	10/29/18	966	8.57	7.05		-1.52	-17.74	-28.28
Occidental Pet	short	3/16/20	5/04/20	49	12.02	15.52	8.52	-3.50	-29.12
	long	5/30/22	6/13/22	14	70.86	59.83		-11.03	-15.57	-40.15
Delta Air Lines	short	6/16/08	8/04/08	49	5.56	8.12	3.00	-2.56	-46.04	-46.04
Beyond Meat	short	6/13/22	8/15/22	63	22.27	35.70	8.84	-13.43	-60.31	-60.31

Annotations

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


	is taking down something concerning