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

Assessment - United States - 12/29/08 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/29/08	⇓ Δwk	3/31/08	prc diff	⇓ Δ39	∅-RS
		S&P 500	5,222.680	Fri	0.16	869.420		1,322.700	-453.280	-34.27	-27.16
	L	Alaska Air Group	43.760	Fri	-0.23	7.125		4.905	2.220	45.26	37.68
	L	Delta Air Lines	52.600	Fri	-0.28	10.780		8.600	2.180	25.35	27.37
	S	Dollar Tree	121.040	Fri	0.74	13.566		9.196	4.370	47.52	25.45
	L	American Airlines	14.400	Fri	-0.55	7.420		8.910	-1.490	-16.72	21.49
	L	California Water	53.150	Fri	0.89	21.860		19.075	2.785	14.60	17.98
		Vertex	422.780	Fri	0.90	28.750		23.890	4.860	20.34	16.72
		Amgen	310.150	Fri	-0.87	56.870		41.780	15.090	36.12	14.01
		Keurig Dr Pepper	34.030	Fri	0.12	16.660					10.76
		O'Reilly	1,019.330	Fri	-1.11	29.240		28.520	0.720	2.52	9.77
	S	Monster Beverage	55.460	Fri	0.47	2.765		2.942	-0.177	-6.00	8.79
		Bristol-Myers	44.940	Fri	0.45	22.940		21.300	1.640	7.70	6.49
	S	McDonald´s	275.000	Fri	2.63	60.380		55.770	4.610	8.27	4.49
	S	Gilead Sciences	65.960	Fri	2.14	24.945		25.765	-0.820	-3.18	2.85
		Walmart	60.480	Fri	0.07	18.370		17.560	0.810	4.61	1.11
		Netflix	610.870	Fri	-0.20	3.990		4.950	-0.960	-19.39	0.13
	L	Southern	78.140	Fri	-0.14	36.200		35.610	0.590	1.66	0.08
		Travelers Companies	218.500	Fri	-0.42	43.580		47.850	-4.270	-8.92	-2.43
	L	Wells Fargo	61.890	Fri	1.00	27.830		29.100	-1.270	-4.36	-3.29
		C.H. Robinson	82.720	Fri	1.80	50.860		54.400	-3.540	-6.51	-3.97
	L	AstraZeneca	77.180	Fri	-0.55	20.030		18.995	1.035	5.45	-4.44
		Verizon	40.400	Fri	1.53	33.140		36.287	-3.147	-8.67	-4.53
		Lowe´s	235.030	Fri	-0.47	21.250		22.940	-1.690	-7.37	-4.74
	L	Exxon Mobil	117.960	Fri	-0.41	78.020		84.580	-6.560	-7.76	-5.24
	S	Abbott Labs	104.740	Fri	0.07	26.085		27.575	-1.490	-5.40	-5.28
		⇓instrument	freshest		⇓ Δday	12/29/08	⇓ Δwk	3/31/08	prc diff	⇓ Δ39	∅-RS
	L	Colgate-Palmolive	95.100	Fri	1.08	33.695		38.955	-5.260	-13.50	-5.95
		Regeneron	973.800	Fri	0.60	17.520		19.190	-1.670	-8.70	-5.95
		Automatic Data	246.860	Fri	0.70	38.080		42.390	-4.310	-10.17	-6.03
	L	United Airlines	52.720	Fri	0.17	10.570		21.530	-10.960	-50.91	-6.09
	L	Consolidated Edison	97.700	Fri	-0.43	38.300		39.700	-1.400	-3.53	-7.16
		Home Depot	346.430	Fri	-0.29	23.360		27.970	-4.610	-16.48	-7.81
	L	Procter & Gamble	166.850	Fri	0.49	60.200		70.070	-9.870	-14.09	-8.84
	S	United Natural Foods	10.080	Fri	2.23	18.190		18.680	-0.490	-2.62	-8.87
		Ross Stores	133.480	Fri	-1.03	7.123		7.490	-0.368	-4.91	-9.32
	L	Pfizer	28.010	Fri	-0.60	17.290		20.930	-3.640	-17.39	-9.56
		Xcel Energy	55.460	Fri	0.40	18.000		19.950	-1.950	-9.77	-9.72
	S	Johnson & Johnson	149.910	Fri	0.04	58.150		64.870	-6.720	-10.36	-10.22
		T-Mobile US	164.200	Fri	-0.29	28.620		34.000	-5.380	-15.82	-12.27
		Mondelez	71.200	Fri	1.42	17.214		20.129	-2.915	-14.48	-12.41
	S	Old Dominion FL	185.040	Fri	1.03	3.676		4.716	-1.040	-22.05	-12.42
	L	Cintas	700.270	Fri	0.58	23.380		29.360	-5.980	-20.37	-12.64
		Oracle	116.670	Fri	0.03	17.220		19.560	-2.340	-11.96	-13.22
		Eli Lilly	760.000	Fri	-1.50	38.480		51.590	-13.110	-25.41	-13.64
		Marsh & McLennan	205.550	Fri	0.35	23.030		24.350	-1.320	-5.42	-14.30
		Biogen	221.500	Fri	-0.56	46.540		61.690	-15.150	-24.56	-14.32
		UnitedHealth	512.810	Fri	1.14	25.570		34.360	-8.790	-25.58	-14.40
	S	Baxter	35.690	Fri	-0.72	28.294		31.407	-3.112	-9.91	-14.72
	L	Chevron	165.820	Fri	0.22	71.550		85.360	-13.810	-16.18	-14.90
	L	AT&T	17.170	Fri	-0.06	27.860		38.300	-10.440	-27.26	-15.09
	L	NextEra Energy	73.790	Fri	-1.06	12.280		15.685	-3.405	-21.71	-15.19
		⇓instrument	freshest		⇓ Δday	12/29/08	⇓ Δwk	3/31/08	prc diff	⇓ Δ39	∅-RS
	L	Duke Energy	102.670	Fri	-0.34	43.950		53.550	-9.600	-17.93	-16.22
	L	Dominion Resources	53.070	Fri	0.44	34.830		40.840	-6.010	-14.72	-16.46
		UPS	147.370	Fri	0.64	53.120		73.020	-19.900	-27.25	-16.75
	L	Coca-Cola	63.260	Fri	0.60	22.205		30.435	-8.230	-27.04	-16.86
	S	HP	29.720	Fri	0.24	16.158		20.736	-4.578	-22.08	-16.95
	S	Comcast	39.310	Fri	2.00	7.765		9.670	-1.905	-19.70	-16.99
		Intuit	632.310	Fri	0.87	22.650		27.010	-4.360	-16.14	-17.01
	L	AEP	91.610	Fri	0.73	31.920		41.630	-9.710	-23.32	-17.09
		Synopsys	556.710	Fri	1.24	17.780		22.710	-4.930	-21.71	-17.15
	L	PepsiCo	179.790	Fri	0.97	54.070		72.200	-18.130	-25.11	-17.55
	S	Nike	90.940	Fri	-2.62	12.235		17.000	-4.765	-28.03	-17.81
	L	Qualcomm	182.080	Fri	0.85	34.100		41.000	-6.900	-16.83	-18.34
	L	Lockheed Martin	468.880	Fri	0.10	80.540		99.300	-18.760	-18.89	-18.35
	L	Raytheon Tech	106.320	Fri	0.55	32.303		43.310	-11.007	-25.41	-18.48
	S	Expeditors Wash	118.330	Fri	1.11	31.390		45.180	-13.790	-30.52	-18.52
	S	J.B. Hunt	170.590	Fri	0.34	24.670		31.430	-6.760	-21.51	-19.06
		Costco	787.190	Fri	1.05	50.830		64.970	-14.140	-21.76	-19.60
	S	Landstar System	184.570	Fri	1.14	35.850		52.160	-16.310	-31.27	-20.06
		Merck (MSD)	130.060	Fri	-0.13	28.300		37.950	-9.650	-25.43	-21.30
		Warner Bros. Disc	8.150	Fri	1.37	7.325		10.860	-3.535	-32.55	-21.55
		U.S. Bancorp	41.850	Fri	0.75	23.710		32.360	-8.650	-26.73	-22.06
		Align Technology	271.700	Fri	-3.10	8.060		11.110	-3.050	-27.45	-22.09
		3M	98.930	Fri	1.64	55.370		79.150	-23.780	-30.04	-22.16
		Paychex	122.550	Fri	1.03	24.720		34.260	-9.540	-27.85	-22.21
	L	First Solar	191.050	Fri	-1.32	151.500		278.000	-126.500	-45.50	-22.67
		⇓instrument	freshest		⇓ Δday	12/29/08	⇓ Δwk	3/31/08	prc diff	⇓ Δ39	∅-RS
		Norfolk Southern	230.290	Fri	1.75	44.040		54.320	-10.280	-18.92	-22.87
		Fiserv	154.220	Fri	-0.29	8.638		12.023	-3.385	-28.16	-23.52
		Berkshire Hathaway	412.050	Fri	0.79	61.760		89.458	-27.698	-30.96	-23.53
		JP Morgan Chase	198.770	Fri	0.64	29.780		42.950	-13.170	-30.66	-23.56
	S	CVS Health	55.820	Fri	0.25	27.230		40.510	-13.280	-32.78	-24.11
		Emerson Electric	115.550	Fri	-0.03	34.290		51.460	-17.170	-33.37	-24.13
		Booking	3,805.750	Fri	0.68	69.140		120.860	-51.720	-42.79	-24.15
		IBM	167.150	Fri	0.53	81.250		115.140	-33.890	-29.43	-24.54
		Ansys	328.250	Fri	0.31	27.650		34.520	-6.870	-19.90	-24.65
		Fastenal	67.880	Fri	0.38	8.085		11.483	-3.398	-29.59	-24.69
		FedEx	265.730	Fri	1.40	60.140		92.670	-32.530	-35.10	-25.19
	L	LTC Properties	34.060	Fri	-0.09	18.320		25.710	-7.390	-28.74	-25.67
		Roper Technologies	523.500	Fri	0.03	40.230		59.440	-19.210	-32.32	-25.78
	S	Walgreens Boots	17.190	Fri	-0.35	23.650		38.090	-14.440	-37.91	-25.82
	L	Exelon	37.670	Fri	-0.74	52.570		81.270	-28.700	-35.31	-26.11
		Deckers Outdoor	861.990	Fri	-1.44	25.513		35.940	-10.427	-29.01	-26.13
	L	Walt Disney	105.790	Fri	-0.01	21.470		31.380	-9.910	-31.58	-26.48
		CoStar	89.880	Fri	-1.60	3.066		4.300	-1.234	-28.70	-26.57
	L	Altria	44.900	Fri	0.42	15.190		22.200	-7.010	-31.58	-26.65
	L	PSEG	74.010	Fri	0.56	28.250		40.190	-11.940	-29.71	-26.66
		Amazon.com	187.480	Fri	-1.07	2.470		3.565	-1.095	-30.72	-26.97
	S	Illumina	110.530	Fri	-0.74	24.840		37.950	-13.110	-34.55	-27.10
	S	Intel	29.850	Fri	-0.80	14.130		21.180	-7.050	-33.29	-27.32
	S	Cisco Systems	48.060	Fri	0.56	16.010		24.090	-8.080	-33.54	-27.47
		IDEXX Labs	509.820	Fri	1.80	16.960		24.630	-7.670	-31.14	-27.81
		⇓instrument	freshest		⇓ Δday	12/29/08	⇓ Δwk	3/31/08	prc diff	⇓ Δ39	∅-RS
		Microsoft	414.740	Fri	0.59	18.960		28.380	-9.420	-33.19	-27.86
	L	Ormat Technologies	70.290	Fri	1.97	29.070		43.010	-13.940	-32.41	-28.13
	L	General Dynamics	296.440	Fri	0.16	54.530		83.370	-28.840	-34.59	-28.60
	L	Devon Energy	50.120	Fri	-1.44	65.550		104.330	-38.780	-37.17	-28.79
		Union Pacific	247.400	Fri	0.32	23.040		31.345	-8.305	-26.50	-28.92
		BNY Mellon	58.440	Fri	0.15	25.950		41.730	-15.780	-37.81	-29.46
		MetLife	72.730	Fri	0.26	33.030		60.260	-27.230	-45.19	-29.55
		Lam Research	915.420	Fri	0.87	22.040		43.760	-21.720	-49.63	-29.70
		Target	163.130	Fri	-0.72	32.390		50.680	-18.290	-36.09	-29.95
		Capital One	142.560	Fri	0.47	29.310		49.220	-19.910	-40.45	-30.09
		Caterpillar	354.790	Fri	0.86	42.340		78.290	-35.950	-45.92	-30.52
		Mastercard	456.980	Fri	0.33	13.934		22.299	-8.365	-37.51	-30.53
	L	Edison International	74.890	Fri	0.17	30.750		49.020	-18.270	-37.27	-30.56
		Marriott	240.460	Fri	1.23	18.130		34.360	-16.230	-47.24	-30.65
	L	FirstEnergy	39.940	Fri	0.25	46.630		68.620	-21.990	-32.05	-30.77
	S	Honeywell	202.920	Fri	1.14	31.210		56.420	-25.210	-44.68	-30.91
		Marvell Tech	68.470	Fri	1.17	7.110		11.560	-4.450	-38.49	-31.07
		Copart	54.740	Fri	-0.94	1.633		2.423	-0.790	-32.61	-31.36
		Molina Healthcare	354.600	Fri	1.31	18.190		23.550	-5.360	-22.76	-31.69
	L	Analog Devices	207.190	Fri	1.17	18.110		29.520	-11.410	-38.65	-31.85
		FuelCell Energy	0.699	Fri	-5.21	610.560		1,081.440	-470.880	-43.54	-31.95
		ConocoPhilips	121.910	Fri	-0.57	37.893		58.936	-21.043	-35.70	-32.10
		Paccar	109.180	Fri	0.24	26.610		45.000	-18.390	-40.87	-32.16
		Alphabet C	170.290	Fri	-0.75	7.408		10.971	-3.563	-32.48	-32.97
		Alphabet A	168.650	Fri	-0.77	7.459		11.046	-3.587	-32.48	-32.97
		⇓instrument	freshest		⇓ Δday	12/29/08	⇓ Δwk	3/31/08	prc diff	⇓ Δ39	∅-RS
	S	Cognizant	66.980	Fri	0.27	8.665		14.415	-5.750	-39.89	-32.98
	S	Medtronic	82.840	Fri	0.10	30.250		48.370	-18.120	-37.46	-34.14
	L	Encompass Health	86.530	Fri	0.19	10.150		17.790	-7.640	-42.95	-34.31
	S	Southwest Airlines	27.360	Fri	0.29	8.050		12.400	-4.350	-35.08	-34.46
	L	Thermo Fisher	593.030	Fri	2.61	32.750		56.840	-24.090	-42.38	-34.67
		Ryder System	126.640	Fri	-0.60	35.160		60.910	-25.750	-42.28	-35.09
	L	Fox A	33.410	Fri	0.27	8.750		18.750	-10.000	-53.33	-35.13
	S	Potlatch	43.170	Fri	0.49	25.480		42.380	-16.900	-39.88	-35.28
		Apple	183.050	Fri	-0.69	3.093		5.125	-2.032	-39.65	-35.78
	L	Kirby	114.970	Fri	-0.87	26.350		57.000	-30.650	-53.77	-36.08
	S	Xerox	13.540	Fri	-0.51	29.560		59.880	-30.320	-50.63	-36.33
		Kadant	287.550	Fri	0.10	13.580		29.040	-15.460	-53.24	-36.85
	S	Boeing	178.510	Fri	-1.51	39.990		74.370	-34.380	-46.23	-36.88
		salesforce.com	276.670	Fri	0.55	7.733		14.468	-6.735	-46.55	-36.89
		KLA-Tencor	718.270	Fri	1.07	20.530		37.100	-16.570	-44.66	-37.30
	S	Starbucks	76.110	Fri	0.57	4.515		8.750	-4.235	-48.40	-37.34
		Applied Materials	209.730	Fri	1.65	9.800		19.510	-9.710	-49.77	-38.25
		Simon Property	147.720	Fri	-0.95	48.960		92.910	-43.950	-47.30	-38.56
	L	Texas Instruments	187.050	Fri	0.93	14.670		28.270	-13.600	-48.11	-39.27
	S	Adobe	482.290	Fri	-0.07	20.520		35.590	-15.070	-42.34	-39.38
	S	Autodesk	217.770	Fri	-0.39	18.430		31.480	-13.050	-41.45	-39.61
		CSX	34.380	Fri	-0.35	3.392		6.230	-2.838	-45.55	-40.01
		eBay	51.000	Fri	1.31	5.640		12.559	-6.919	-55.09	-40.55
		General Electric	163.380	Fri	-2.46	125.280		296.080	-170.800	-57.69	-40.71
		NVidia	898.780	Fri	1.27	1.938		4.948	-3.010	-60.84	-40.95
		⇓instrument	freshest		⇓ Δday	12/29/08	⇓ Δwk	3/31/08	prc diff	⇓ Δ39	∅-RS
	L	AES	19.940	Fri	-0.25	7.850		16.670	-8.820	-52.91	-41.84
		Steelcase	13.150	Fri		5.840		11.130	-5.290	-47.53	-42.32
	L	SunPower	2.300	Fri	-2.95	35.360		74.510	-39.150	-52.54	-42.73
	L	Goldman Sachs	454.730	Fri	-0.18	76.560		165.390	-88.830	-53.71	-43.78
		Halliburton	37.070	Fri	-1.09	17.480		39.330	-21.850	-55.56	-44.89
	S	ON Semiconductor	70.460	Fri	-1.12	3.310		5.680	-2.370	-41.73	-46.29
	L	Baker Hughes	32.340	Fri	-1.34	31.180		68.500	-37.320	-54.48	-46.29
		MillerKnoll	27.330	Fri	-0.29	12.290		24.570	-12.280	-49.98	-46.77
		Plug Power	2.560	Fri	-7.58	0.990		3.110	-2.120	-68.17	-47.35
		Ford Motor	11.990	Fri	-1.15	2.220		5.720	-3.500	-61.19	-48.03
	L	Morgan Stanley	98.280	Fri	0.17	14.900		45.700	-30.800	-67.40	-48.79
		Intuitive Surgical	386.700	Fri	0.32	13.330		36.040	-22.710	-63.01	-49.49
	L	American Express	242.300	Fri	1.32	17.700		43.720	-26.020	-59.52	-49.90
	L	Micron Technology	121.240	Fri	2.91	2.360		5.970	-3.610	-60.47	-51.21
		Electronic Arts	127.140	Fri	0.02	17.440		51.940	-34.500	-66.42	-52.09
	L	Interface	16.220	Fri	1.95	4.970		14.050	-9.080	-64.63	-52.31
	L	Bank of America	38.450	Fri	0.44	12.940		37.910	-24.970	-65.87	-53.45
		AMD	151.920	Fri	-0.31	2.100		5.890	-3.790	-64.35	-54.92
		DexCom	127.050	Fri	-0.85	0.565		1.035	-0.470	-45.41	-57.39
		Take-Two Interactive	145.880	Fri	0.14	7.480		25.520	-18.040	-70.69	-58.68
	L	Citigroup	63.530	Fri	0.33	65.700		214.200	-148.500	-69.33	-60.09
	L	Freeport-McMoRan	51.590	Fri	1.00	11.570		48.110	-36.540	-75.95	-60.66
	L	AIG	80.110	Fri	0.29	31.000		865.000	-834.000	-96.42	-76.10
		Avis Budget	119.360	Fri	-0.71	0.720		10.620	-9.900	-93.22	-77.70
	S	Sirius XM	3.030	Fri	-0.98	0.127		2.860	-2.733	-95.56	-81.70
		⇓instrument	freshest		⇓ Δday	12/29/08	⇓ Δwk	3/31/08	prc diff	⇓ Δ39	∅-RS
		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	20.940					-na-
	L	Array Tech	12.760	Fri	2.00						-na-
	S	Atlassian	179.750	Fri	-0.06						-na-
	L	Bloom Energy	11.160	Fri	-4.94						-na-
		Broadcom	1,332.800	Fri	2.08						-na-
		Cadence	287.480	Fri	0.77	3.840		11.280	-7.440	-65.96	-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	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	6.970					-na-
	L	Enphase Energy	108.350	Fri	-2.50						-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-
		⇓instrument	freshest		⇓ Δday	12/29/08	⇓ Δwk	3/31/08	prc diff	⇓ Δ39	∅-RS
		Kraft Heinz	36.240	Fri	1.48						-na-
		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	43.160		50.580	-7.420	-14.67	-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-
		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	13.043		15.590	-2.548	-16.34	-na-
		Workday	246.340	Fri	0.15						-na-
		Zscaler	174.620	Fri	1.55						-na-
USA - 176 out of 218 instruments rated - 12/29/08 / 3/31/08 - 12 did rise, Market-Ratio(39) = 6.82 %
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