Share-o-matic - Portfolio

Wed, Jun 24th, 2026, 13:59UTC

Assessment - United States in Pound sterling - 8/19/19 - RS = 39

historical assessment - show freshest

		instrument	freshest		⇓ Δday	8/19/19	⇓ Δwk	11/19/18	prc diff	⇓ Δ39	⇓∅-RS
		S&P 500	4,402.570	8/12/24		2,408.427		2,091.934	316.492	15.13	10.79
	L	3M	101.621	8/12/24	-0.65	134.234		159.830	-25.596	-16.01	-10.26
		Abbott Labs	88.803	8/12/24	-0.84	70.482		54.842	15.640	28.52	21.87
		AbbVie	156.665	8/12/24	0.13	54.830		69.567	-14.737	-21.18	-13.97
		Adobe	437.366	8/12/24	-1.00	237.222		170.800	66.422	38.89	17.51
	L	Adtalem	58.867	8/12/24	-0.85	41.197		43.724	-2.527	-5.78	11.09
	L	AES	13.765	8/12/24	0.30	12.653		11.957	0.696	5.82	2.91
		Airbnb	93.597	8/12/24	-1.27						-na-
		Alaska Air Group	28.494	8/12/24	-0.26	49.912		52.323	-2.411	-4.61	2.06
	L	Alphabet A	133.690	8/12/24	-0.84	49.445		39.939	9.506	23.80	12.61
	L	Alphabet C	135.058	8/12/24	-0.87	49.363		39.650	9.712	24.49	13.08
	L	Altria	41.444	8/12/24	-0.24	38.470		43.289	-4.819	-11.13	-7.31
		Altus Power	2.422	8/12/24	-6.96						-na-
		Amazon.com	137.406	8/12/24	-0.08	74.804		58.787	16.016	27.24	9.51
		AMD	112.668	8/12/24	1.86	25.932		14.857	11.075	74.54	35.64
	L	AEP	80.021	8/12/24	-0.40	74.593		60.199	14.394	23.91	20.34
		AIG	58.990	8/12/24	-0.62	45.151		33.664	11.487	34.12	23.98
	S	Align Technology	175.933	8/12/24	-0.63	146.319		158.936	-12.617	-7.94	-28.37
	S	American Airlines	7.916	8/12/24	-2.54	21.501		27.849	-6.348	-22.80	-18.25
		American Express	195.276	8/12/24	-0.34	102.477		84.160	18.317	21.77	19.94
	L	American Water	117.437	8/12/24	0.20	102.140		72.685	29.455	40.52	32.41
	L	Amgen	263.608	8/12/24	-0.77	169.697		151.535	18.163	11.99	15.79
	L	Analog Devices	174.706	8/12/24	0.36	91.579		66.488	25.091	37.74	19.69
		Ansys	258.097	8/12/24	0.69	175.456		116.394	59.062	50.74	29.27
	L	Apple	179.196	8/12/24	0.71	43.320		36.125	7.196	19.92	18.17
		instrument	freshest		⇓ Δday	8/19/19	⇓ Δwk	11/19/18	prc diff	⇓ Δ39	⇓∅-RS
		Applied Materials	159.063	8/12/24	1.00	38.800		26.760	12.040	44.99	28.43
	L	Array Tech	5.791	8/12/24	-0.99						-na-
	L	AstraZeneca	67.978	8/12/24	1.64	36.592		31.720	4.872	15.36	19.83
	L	AT&T	16.006	8/12/24	-0.31	29.145		23.596	5.549	23.52	18.95
	S	Atlassian	115.781	8/12/24	-0.62	116.375		53.886	62.489	115.97	51.41
		Autodesk	197.352	8/12/24	-0.36	120.419		97.758	22.661	23.18	3.11
		Automatic Data	213.456	8/12/24	-1.17	139.185		111.519	27.666	24.81	19.43
		Avis Budget	68.464	8/12/24	-4.43	21.599		22.134	-0.535	-2.42	-10.93
		Baker Hughes	28.956	8/12/24	0.23	17.645		17.882	-0.236	-1.32	-10.65
	L	Bank of America	31.443	8/12/24	-0.29	22.464		21.575	0.890	4.12	1.69
		BNY Mellon	52.120	8/12/24	-0.80	35.192		38.966	-3.775	-9.69	-7.15
	S	Baxter	30.422	8/12/24	-0.59	72.385		50.550	21.835	43.19	26.75
		Berkshire Hathaway	354.544	8/12/24	-0.30	165.529		169.440	-3.910	-2.31	2.89
	L	Biogen	165.612	8/12/24	-0.48	194.180		248.173	-53.993	-21.76	-11.01
	L	Bloom Energy	9.177	8/12/24	-3.05	4.448		11.273	-6.825	-60.54	-58.70
		Boeing	135.206	8/12/24	-2.25	274.959		249.518	25.441	10.20	-1.75
		Booking	2,833.107	8/12/24	-0.11	1,601.194		1,383.878	217.316	15.70	13.24
	S	Bristol-Myers	38.767	8/12/24	0.73	39.096		41.579	-2.482	-5.97	-0.18
		Broadcom	122.429	8/12/24	0.24	229.652		178.139	51.512	28.92	13.76
	L	C.H. Robinson	81.306	8/12/24	0.20	69.452		70.415	-0.962	-1.37	2.02
		Cadence	219.651	8/12/24	-1.29	57.335		33.252	24.083	72.42	39.32
	L	California Water	43.108	8/12/24	-0.42	45.827		35.281	10.545	29.89	24.18
		Capital One	108.837	8/12/24	-1.56	71.644		68.207	3.437	5.04	5.32
		Caterpillar	276.813	8/12/24	-0.66	96.678		97.944	-1.266	-1.29	-6.49
		CDW	174.722	8/12/24	-0.76	94.166		68.308	25.858	37.86	29.58
		instrument	freshest		⇓ Δday	8/19/19	⇓ Δwk	11/19/18	prc diff	⇓ Δ39	⇓∅-RS
	L	Charter Comm	288.947	8/12/24	-3.75	319.970		251.586	68.384	27.18	21.57
		Chevron	119.464	8/12/24	0.02	96.637		92.844	3.793	4.08	4.65
		Cintas	625.763	8/12/24	0.53	220.623		139.616	81.007	58.02	39.97
	S	Cisco Systems	36.955	8/12/24	-1.34	39.953		35.569	4.384	12.33	3.55
		Citigroup	47.647	8/12/24		52.977		50.239	2.737	5.45	4.47
	L	Coca-Cola	56.157	8/12/24	-0.74	45.052		39.269	5.783	14.73	20.84
	S	Cognizant	60.251	8/12/24	-1.72	50.959		53.808	-2.849	-5.30	-4.20
	L	Colgate-Palmolive	83.432	8/12/24	-0.77	60.201		48.801	11.400	23.36	16.18
	S	Comcast	31.740	8/12/24	-1.41	36.246		29.683	6.563	22.11	20.47
	S	ConocoPhilips	90.640	8/12/24	2.04	44.434		51.654	-7.220	-13.98	-12.99
		Consolidated Edison	83.976	8/12/24	0.91	72.607		60.253	12.354	20.50	14.64
		Constellation Energy	154.318	8/12/24	-1.16						-na-
		Copart	41.403	8/12/24	-1.43	15.689		9.434	6.254	66.29	38.08
	S	CoStar	59.336	8/12/24	-2.50	50.894		27.218	23.676	86.99	50.47
	L	Costco	711.387	8/12/24	1.01	227.040		177.836	49.204	27.67	25.17
		CrowdStrike	197.162	8/12/24	-0.65	81.875					-na-
	S	CSX	27.596	8/12/24	-1.47	17.928		18.680	-0.752	-4.02	-3.76
	S	CVS Health	45.975	8/12/24	-2.28	50.571		61.069	-10.498	-17.19	3.48
		Datadog	92.394	8/12/24	-0.11						-na-
		Deckers Outdoor	756.472	8/12/24	3.15	113.467		95.923	17.544	18.29	7.49
		Delta Air Lines	32.177	8/12/24	-0.61	47.935		43.685	4.250	9.73	13.58
		Devon Energy	37.342	8/12/24	0.91	19.169		23.028	-3.859	-16.76	-16.98
		DexCom	58.710	8/12/24	2.16	33.690		23.578	10.112	42.89	30.26
		Diamondback Energy	165.817	8/12/24	0.76	82.344		88.483	-6.138	-6.94	-0.70
	S	Dollar Tree	77.352	8/12/24	-1.21	79.247		65.330	13.917	21.30	7.84
		instrument	freshest		⇓ Δday	8/19/19	⇓ Δwk	11/19/18	prc diff	⇓ Δ39	⇓∅-RS
		Dominion Resources	45.077	8/12/24	0.46	64.081		57.859	6.223	10.76	11.54
		DoorDash	102.181	8/12/24	0.19						-na-
		Dow	43.017	8/12/24	-0.84	37.564					-na-
	L	DuPont	64.526	8/12/24	-0.25	55.547		44.035	11.512	26.14	9.08
	L	Duke Energy	93.391	8/12/24	0.62	74.692		68.137	6.555	9.62	11.15
	L	eBay	45.975	8/12/24	-1.26	33.272		21.738	11.534	53.06	25.65
		Edison International	67.887	8/12/24	0.52	59.847		41.913	17.934	42.79	22.95
		Electronic Arts	120.197	8/12/24	-0.47	74.889		64.560	10.329	16.00	1.12
		Eli Lilly	728.529	8/12/24	-0.82	92.699		90.038	2.662	2.96	4.10
		Emerson Electric	84.906	8/12/24	-0.60	48.232		53.225	-4.993	-9.38	-7.74
		Encompass Health	71.553	8/12/24	1.33	51.288		55.759	-4.471	-8.02	-0.77
		Energy Recovery	13.675	8/12/24	-0.30	7.356		6.336	1.020	16.10	8.92
	L	Enphase Energy	89.882	8/12/24	1.16	27.514		4.113	23.401	568.99	385.90
		Exelon	30.397	8/12/24	-0.54	37.300		35.841	1.460	4.07	2.68
		Expeditors Wash	98.120	8/12/24	0.03	59.081		57.275	1.806	3.15	4.53
		Exxon Mobil	98.029	8/12/24	0.13	57.211		61.590	-4.379	-7.11	-4.91
		Fastenal	54.130	8/12/24	-1.02	25.257		22.344	2.913	13.04	9.10
	S	FedEx	229.957	8/12/24	0.63	130.412		175.939	-45.527	-25.88	-10.76
	L	First Solar	180.596	8/12/24	3.51	51.955		34.162	17.794	52.09	29.62
		FirstEnergy	34.763	8/12/24	0.55	37.177		29.963	7.214	24.07	19.88
		Fiserv	132.710	8/12/24	-0.30	88.762		61.077	27.684	45.33	36.96
	S	Ford Motor	8.122	8/12/24	-2.38	7.439		7.192	0.247	3.44	3.62
	S	Fortinet	57.961	8/12/24	0.96	13.371		10.539	2.832	26.87	8.17
	L	Fox A	31.987	8/12/24	-1.27	27.901		38.026	-10.124	-26.63	-15.80
		Freeport-McMoRan	34.236	8/12/24	1.24	7.620		8.949	-1.329	-14.85	-17.12
		instrument	freshest		⇓ Δday	8/19/19	⇓ Δwk	11/19/18	prc diff	⇓ Δ39	⇓∅-RS
		FuelCell Energy	0.363	8/12/24	-1.61	0.302		7.757	-7.456	-96.11	-71.21
		GE HealthCare	67.854	8/12/24	-1.24						-na-
		General Dynamics	239.883	8/12/24	-0.61	154.532		139.461	15.071	10.81	12.46
		General Electric	137.463	8/12/24	-0.16	57.137		48.762	8.375	17.17	-6.13
	L	General Motors	35.414	8/12/24	-1.13	30.776		27.740	3.036	10.95	7.69
	S	Gilead Sciences	60.127	8/12/24	-0.91	52.812		52.875	-0.063	-0.12	0.06
		GlobalFoundries	35.612	8/12/24	-1.05						-na-
	L	Goldman Sachs	399.942	8/12/24	-0.97	166.567		154.108	12.459	8.08	6.31
	L	Hannon Armstrong SIC	24.886	8/12/24	-1.63	22.670		18.084	4.587	25.36	23.07
	S	Halliburton	25.850	8/12/24	1.23	15.924		25.648	-9.725	-37.92	-29.88
	L	HP	27.827	8/12/24	0.72	15.825		18.309	-2.484	-13.57	-5.54
		Home Depot	284.869	8/12/24	-0.81	171.304		134.959	36.345	26.93	14.98
	L	Honeywell	162.110	8/12/24	-0.73	136.631		114.652	21.979	19.17	12.44
		IBM	156.089	8/12/24	-1.03	111.242		93.536	17.706	18.93	6.45
		IDEXX Labs	395.354	8/12/24	-0.60	230.270		150.454	79.816	53.05	31.35
	S	Illumina	102.593	8/12/24	0.79	237.782		234.474	3.308	1.41	-3.44
	S	Intel	15.948	8/12/24	-1.78	38.907		37.318	1.589	4.26	3.05
		Interface	13.436	8/12/24	-0.79	9.119		12.470	-3.351	-26.87	-29.23
		Intuit	516.844	8/12/24	-0.44	225.904		154.901	71.002	45.84	25.68
		Intuitive Surgical	383.492	8/12/24	0.46	136.063		125.086	10.977	8.78	1.15
	S	J.B. Hunt	134.086	8/12/24	-0.20	81.974		84.362	-2.388	-2.83	2.67
		JP Morgan Chase	169.854	8/12/24	0.19	89.536		86.166	3.370	3.91	6.42
	S	Johnson & Johnson	131.705	8/12/24	-0.46	108.944		114.854	-5.910	-5.15	2.60
		Kadant	239.142	8/12/24	-1.48	68.554		75.779	-7.225	-9.53	-2.66
		Keurig Dr Pepper	28.667	8/12/24	0.69	23.024		21.333	1.691	7.93	11.65
		instrument	freshest		⇓ Δday	8/19/19	⇓ Δwk	11/19/18	prc diff	⇓ Δ39	⇓∅-RS
	L	Kirby	95.978	8/12/24	-0.14	61.659		58.076	3.583	6.17	4.11
		KLA-Tencor	624.042	8/12/24	1.44	115.625		71.783	43.842	61.08	39.57
	S	Kraft Heinz	28.148	8/12/24	-3.12	21.179		40.342	-19.163	-47.50	-31.40
		Lam Research	667.990	8/12/24	0.37	171.386		111.752	59.634	53.36	32.36
		Landstar System	152.489	8/12/24	-1.04	89.898		82.628	7.270	8.80	8.07
		Lockheed Martin	458.768	8/12/24	0.97	313.421		229.032	84.389	36.85	27.45
		Lowe´s	190.349	8/12/24	-2.02	78.300		71.021	7.279	10.25	-0.75
	L	LTC Properties	29.573	8/12/24	-0.22	40.431		35.048	5.383	15.36	15.99
		Marriott	176.848	8/12/24	-1.51	107.560		90.574	16.986	18.75	12.04
		Marsh & McLennan	179.047	8/12/24	-1.23	81.232		69.070	12.163	17.61	16.66
		Marvell Tech	49.847	8/12/24	-0.08	20.734		11.810	8.925	75.57	35.97
		Mastercard	375.386	8/12/24	-0.24	229.067		147.158	81.909	55.66	32.34
		Matson	107.198	8/12/24	0.73	30.035		31.720	-1.686	-5.31	5.11
	S	McDonald´s	221.974	8/12/24	0.58	180.225		145.167	35.058	24.15	25.66
	S	Medtronic	66.882	8/12/24	-1.04	85.821		70.259	15.562	22.15	19.13
		Merck (MSD)	93.482	8/12/24	-0.93	71.001		59.359	11.642	19.61	18.71
		Meta Platforms	425.026	8/12/24	-0.35	153.362		102.275	51.087	49.95	20.46
		MetLife	57.541	8/12/24	-0.40	37.704		33.952	3.752	11.05	6.96
	L	Micron Technology	77.962	8/12/24	1.68	37.078		28.634	8.444	29.49	20.98
		Microsoft	335.120	8/12/24	0.19	114.019		81.338	32.681	40.18	27.22
		MillerKnoll	22.357	8/12/24	-3.49	34.862		25.687	9.175	35.72	23.36
	L	Moderna	66.965	8/12/24	-4.29	11.039					-na-
	S	Molina Healthcare	278.164	8/12/24	-0.15	114.439		91.904	22.535	24.52	9.62
	S	Mondelez	57.071	8/12/24	-0.63	44.945		34.543	10.403	30.12	23.74
	S	MongoDB	191.420	8/12/24	-1.08	115.806		56.949	58.857	103.35	50.59
		instrument	freshest		⇓ Δday	8/19/19	⇓ Δwk	11/19/18	prc diff	⇓ Δ39	⇓∅-RS
	S	Monster Beverage	37.803	8/12/24	-0.37	23.807		22.173	1.634	7.37	5.44
	L	Morgan Stanley	78.127	8/12/24	0.13	33.256		34.527	-1.271	-3.68	-2.42
		Netflix	521.564	8/12/24	-0.13	254.859		210.381	44.479	21.14	-1.36
	L	NextEra Energy	63.908	8/12/24	0.15	45.093		35.376	9.717	27.47	25.35
		Nike	61.486	8/12/24	0.40	66.833		56.381	10.451	18.54	6.32
		Norfolk Southern	195.383	8/12/24	-1.02	143.641		132.580	11.061	8.34	3.31
	L	NVidia	89.808	8/12/24	4.08	3.517		2.812	0.705	25.05	5.13
		O'Reilly	923.508	8/12/24	-0.30	317.787		275.407	42.380	15.39	13.47
	S	Old Dominion FL	157.028	8/12/24	-1.35	45.538		34.807	10.731	30.83	23.06
		ON Semiconductor	57.969	8/12/24	-1.30	14.836		13.691	1.145	8.36	-1.03
	L	Oracle	109.216	8/12/24	0.39	44.377		38.523	5.854	15.19	11.42
	L	Ormat Technologies	59.073	8/12/24	-1.10	60.481		40.739	19.743	48.46	38.12
		Paccar	75.927	8/12/24	-0.74	53.446		47.029	6.418	13.65	4.94
		Palo Alto Networks	272.752	8/12/24	-0.11	54.377		42.356	12.021	28.38	-0.40
		Paychex	101.942	8/12/24	-0.57	67.788		53.186	14.602	27.46	15.86
		PayPal	52.277	8/12/24	-1.95	88.696		62.298	26.398	42.37	19.47
		PepsiCo	141.211	8/12/24	-0.56	109.208		92.525	16.682	18.03	18.46
	L	Pfizer	23.436	8/12/24	-0.35	28.980		34.348	-5.368	-15.63	-12.16
	L	Philip Morris	95.632	8/12/24	0.07	70.029		68.129	1.900	2.79	10.37
	L	Plug Power	1.606	8/12/24	-1.02	1.837		1.384	0.453	32.74	25.35
	S	Potlatch	33.659	8/12/24	-1.99	31.056		28.774	2.282	7.93	6.83
	L	Procter & Gamble	137.414	8/12/24	-2.19	99.051		72.529	26.521	36.57	31.59
	L	PSEG	66.322	8/12/24	0.81	48.232		42.418	5.814	13.71	10.69
	L	Qualcomm	134.185	8/12/24	-0.97	61.676		42.683	18.993	44.50	25.43
	L	Raytheon Tech	96.052	8/12/24	0.39	65.653		62.554	3.099	4.95	5.47
		instrument	freshest		⇓ Δday	8/19/19	⇓ Δwk	11/19/18	prc diff	⇓ Δ39	⇓∅-RS
		Regeneron	923.525	8/12/24	-0.90	245.798		263.551	-17.753	-6.74	-12.24
		Roper Technologies	428.420	8/12/24	-1.27	298.511		228.597	69.914	30.58	22.21
		Ross Stores	115.880	8/12/24	0.74	85.747		70.897	14.850	20.95	16.90
		Ryder System	108.606	8/12/24	-1.29	39.640		41.711	-2.071	-4.96	-14.11
	S	salesforce.com	207.023	8/12/24	-0.48	118.352		94.080	24.271	25.80	2.22
	S	Shoals Technologies	4.226	8/12/24	0.20						-na-
		Simon Property	126.120	8/12/24	-3.51	123.533		145.245	-21.712	-14.95	-8.68
	S	Sirius XM	2.455	8/12/24	-5.10	5.091		4.704	0.387	8.23	8.82
	L	Southern	71.833	8/12/24	0.46	47.729		36.572	11.158	30.51	25.13
		Southwest Airlines	20.907	8/12/24	0.20	41.716		40.731	0.985	2.42	0.82
	L	Sprouts	79.231	8/12/24	-0.10	14.844		21.466	-6.621	-30.85	-16.34
		Starbucks	63.455	8/12/24	2.58	79.626		52.797	26.829	50.81	48.91
		Steelcase	10.124	8/12/24	-1.76	12.958		12.883	0.075	0.59	1.98
	L	Sunnova Energy	5.453	8/12/24	-4.47	9.235					-na-
	L	SunPower	0.165	8/12/24	-4.76	10.899		4.937	5.962	120.76	100.21
	L	Sunrun	14.276	8/12/24	-3.13	12.991		9.944	3.047	30.64	16.85
		Synopsys	429.054	8/12/24	-0.74	107.041		66.636	40.405	60.64	33.46
	L	T-Mobile US	160.595	8/12/24	0.39	64.444		52.867	11.577	21.90	17.29
	L	Take-Two Interactive	121.334	8/12/24	1.71	106.975		82.411	24.565	29.81	28.01
		Target	111.226	8/12/24	-0.35	71.322		60.479	10.844	17.93	17.00
		Tesla Motors	162.687	8/12/24	-1.26	12.457		18.321	-5.863	-32.00	-12.17
	L	Texas Instruments	158.214	8/12/24	-0.08	102.642		73.563	29.079	39.53	25.02
	L	The Trade Desk	79.939	8/12/24	-2.28	20.011		8.842	11.169	126.32	59.61
		Thermo Fisher	493.498	8/12/24	0.48	230.261		181.055	49.206	27.18	17.26
		Travelers Companies	172.770	8/12/24	-1.29	121.573		101.474	20.099	19.81	17.09
		instrument	freshest		⇓ Δday	8/19/19	⇓ Δwk	11/19/18	prc diff	⇓ Δ39	⇓∅-RS
		U.S. Bancorp	34.162	8/12/24	-1.43	43.388		42.760	0.628	1.47	8.01
		Uber Technologies	57.055	8/12/24	1.05	28.511					-na-
	S	Union Pacific	195.028	8/12/24	-0.32	139.020		117.117	21.904	18.70	11.65
		United Airlines	33.297	8/12/24	-2.51	69.106		71.596	-2.490	-3.48	3.12
	L	United Natural Foods	10.149	8/12/24	-1.28	6.508		17.882	-11.374	-63.61	-40.22
	S	UnitedHealth	465.671	8/12/24	1.17	201.586		206.843	-5.257	-2.54	2.26
	S	UPS	102.856	8/12/24	-0.76	96.209		86.524	9.685	11.19	14.74
	L	Verisk Analytics	216.125	8/12/24	-0.67	130.395		95.239	35.156	36.91	32.04
		Verizon	33.388	8/12/24	-0.54	46.955		47.130	-0.174	-0.37	6.80
	L	Vertex	382.651	8/12/24	-0.84	154.120		125.225	28.894	23.07	11.74
		Visa	214.091	8/12/24	0.05	148.065		104.770	43.295	41.32	27.06
	L	Walmart	56.593	8/12/24	1.10	31.251		25.081	6.170	24.60	21.07
	S	Walgreens Boots	8.402	8/12/24	-4.49	42.144		63.690	-21.545	-33.83	-15.17
		Walt Disney	70.803	8/12/24	-0.30	111.448		89.734	21.714	24.20	19.48
		Warner Bros. Disc	5.528	8/12/24	-4.55	23.412		23.689	-0.278	-1.17	3.09
		Wells Fargo	42.886	8/12/24	-1.33	37.276		41.454	-4.178	-10.08	-3.20
	S	Workday	173.462	8/12/24	-0.65	154.573		96.459	58.114	60.25	17.56
	L	Xcel Energy	47.795	8/12/24	0.10	51.198		40.132	11.065	27.57	23.53
	S	Xerox	7.999	8/12/24	-2.51	23.362		20.626	2.736	13.27	5.20
		Zscaler	142.142	8/12/24	-1.04	59.147		25.734	33.413	129.84	49.30
USA - 205 out of 219 instruments rated - 8/19/19 / 11/19/18 - 153 did rise, Market-Ratio(39) in GBP = 74.63 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/03/22	scale up chart	7/01/24

Transactions United States in Pound sterling * 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	79	125.794	92.191	171.645	45.851	36	13,622	22,078
long	3/17/08	4/07/08	21		First Solar	100	142	95.885	134.602		38.717	40	19,120	36,228
short	4/07/08	4/14/08	7		Citigroup	100	154	123.414	114.395	133.145	9.731	8	20,619	5,131
long	4/14/08	6/16/08	63		First Solar	100	141	145.237	137.728		-7.509	-5	19,560	-26
short	6/16/08	8/04/08	49		Delta Air Lines	100	6,851	2.855	4.111	1.599	-1.256	-44	10,954	-99
long	8/04/08	9/01/08	28		First Solar	100	83	130.559	129.625		-0.934	-1	10,877	-9
short	9/01/08	7/06/09	308		AIG	100	45	241.223	9.913	5,870.090	5,628.867	2,333	264,176	4,293
long	7/06/09	11/21/11	868		Avis Budget	100	80,049	3.300	7.885		4.585	139	631,163	44
short	11/21/11	11/28/11	7		Netflix	100	93,754	6.732	6.468	7.007	0.275	4	656,906	704
long	11/28/11	8/24/15	1365		Alexion	100	15,041	43.673	105.847		62.174	142	1,592,065	27
short	8/24/15	9/14/15	21		Keurig Dr Pepper	100	48,961	32.517	38.476	26.557	-5.960	-18	1,300,282	-97
long	9/14/15	9/21/15	7		JetBlue Airways	100	76,190	17.066	17.303		0.237	1	1,318,342	105
short	9/21/15	10/05/15	14		Wynn Resorts	100	30,723	42.910	42.830	42.990	0.080	0	1,320,797	5
long	10/05/15	12/14/15	70		Netflix	100	17,986	73.431	79.718		6.287	9	1,433,883	53
short	12/14/15	12/28/15	14		SunEdison	100	494,413	2.900	3.690	2.110	-0.790	-27	1,043,360	-100
long	12/28/15	1/11/16	14		Energy Recovery	100	218,634	4.772	4.256		-0.516	-11	930,604	-95
short	1/11/16	3/07/16	56		SunEdison	100	405,193	2.297	1.304	4.046	1.750	76	1,639,533	3,910
long	3/07/16	10/29/18	966		Energy Recovery	100	272,961	6.006	5.505		-0.501	-8	1,502,766	-3
short	10/29/18	11/05/18	7		Western Digital	100	46,314	32.447	37.136	27.758	-4.689	-14	1,285,606	-100
long	11/05/18	12/24/18	49		Enphase Energy	100	310,608	4.139	3.647		-0.492	-12	1,132,714	-61
short	12/24/18	12/31/18	7		United Natural Foods	100	148,426	7.631	8.296	6.967	-0.665	-9	1,034,046	-99
long	12/31/18	3/16/20	441		Eli Lilly	100	11,406	90.656	105.762		15.106	17	1,206,350	14
short	3/16/20	5/04/20	49		Occidental Pet	100	122,774	9.826	12.474	7.178	-2.648	-27	881,236	-90
long	5/04/20	5/09/22	735		Tesla Motors	100	21,606	40.786	212.374		171.588	421	4,588,566	127
short	5/09/22	5/30/22	21		Netflix	100	32,748	140.115	154.140	126.090	-14.025	-10	4,129,263	-84
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	73,792	55.958	49.134		-6.824	-12	3,625,731	-97
short	6/13/22	8/15/22	63		Beyond Meat	100	198,249	18.289	29.534	7.043	-11.245	-61	1,396,338	-100
long	8/15/22	8/22/22	7		Array Tech	100	73,641	18.961	17.412		-1.549	-8	1,282,260	-99
short	8/22/22	11/14/22	84		Gaia	100	464,505	2.760	2.397	3.179	0.418	15	1,476,431	85
long	11/14/22	12/19/22	35		First Solar	100	11,304	130.608	128.675		-1.933	-1	1,454,576	-14
short	12/19/22	1/16/23	28		Tesla Motors	100	11,824	123.011	100.350	150.790	27.779	23	1,783,032	1,321
long	1/16/23	5/15/23	119		First Solar	100	12,069	147.729	176.773		29.043	20	2,133,557	73
short	5/15/23	5/22/23	7		Plug Power	100	340,698	6.262	7.106	5.419	-0.844	-13	1,846,175	-100
long	5/22/23	8/12/24	448		NVidia	100	73,586	25.089	86.238		61.149	244	6,345,888	173
accum	2/25/08	8/12/24	6694	days out of 7478 invested (90%)							63,359		6,345,888	42

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	241.22	9.91	5,870.09	5,628.87	2,333.47	2,333.47
Tesla Motors	long	5/04/20	5/09/22	735	40.79	212.37		171.59	420.70
	short	12/19/22	1/16/23	28	123.01	100.35	150.79	27.78	22.58	538.29
NVidia	long	5/22/23	8/12/24	448	25.09	86.24		61.15	243.73	243.73
Alexion	long	11/28/11	8/24/15	1365	43.67	105.85		62.17	142.36	142.36
Avis Budget	long	7/06/09	11/21/11	868	3.30	7.88		4.58	138.92	138.92
First Solar	long	3/17/08	4/07/08	21	95.88	134.60		38.72	40.38
	long	4/14/08	6/16/08	63	145.24	137.73		-7.51	-5.17
	long	8/04/08	9/01/08	28	130.56	129.62		-0.93	-0.72
	long	11/14/22	12/19/22	35	130.61	128.67		-1.93	-1.48
	long	1/16/23	5/15/23	119	147.73	176.77		29.04	19.66	55.81
Citigroup	short	2/25/08	3/17/08	21	125.79	92.19	171.64	45.85	36.45
	short	4/07/08	4/14/08	7	123.41	114.39	133.14	9.73	7.88	47.21
SunEdison	short	12/14/15	12/28/15	14	2.90	3.69	2.11	-0.79	-27.24
	short	1/11/16	3/07/16	56	2.30	1.30	4.05	1.75	76.18	28.20
Eli Lilly	long	12/31/18	3/16/20	441	90.66	105.76		15.11	16.66	16.66
Gaia	short	8/22/22	11/14/22	84	2.76	2.40	3.18	0.42	15.14	15.14
Netflix	short	11/21/11	11/28/11	7	6.73	6.47	7.01	0.27	4.08
	long	10/05/15	12/14/15	70	73.43	79.72		6.29	8.56
	short	5/09/22	5/30/22	21	140.11	154.14	126.09	-14.03	-10.01	1.68
JetBlue Airways	long	9/14/15	9/21/15	7	17.07	17.30		0.24	1.39	1.39
Wynn Resorts	short	9/21/15	10/05/15	14	42.91	42.83	42.99	0.08	0.19	0.19
Array Tech	long	8/15/22	8/22/22	7	18.96	17.41		-1.55	-8.17	-8.17
United Natural Foods	short	12/24/18	12/31/18	7	7.63	8.30	6.97	-0.66	-8.71	-8.71
Enphase Energy	long	11/05/18	12/24/18	49	4.14	3.65		-0.49	-11.89	-11.89
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Plug Power	short	5/15/23	5/22/23	7	6.26	7.11	5.42	-0.84	-13.47	-13.47
Western Digital	short	10/29/18	11/05/18	7	32.45	37.14	27.76	-4.69	-14.45	-14.45
Energy Recovery	long	12/28/15	1/11/16	14	4.77	4.26		-0.52	-10.81
	long	3/07/16	10/29/18	966	6.01	5.51		-0.50	-8.34	-18.25
Keurig Dr Pepper	short	8/24/15	9/14/15	21	32.52	38.48	26.56	-5.96	-18.33	-18.33
Occidental Pet	short	3/16/20	5/04/20	49	9.83	12.47	7.18	-2.65	-26.95
	long	5/30/22	6/13/22	14	55.96	49.13		-6.82	-12.19	-35.86
Delta Air Lines	short	6/16/08	8/04/08	49	2.85	4.11	1.60	-1.26	-44.00	-44.00
Beyond Meat	short	6/13/22	8/15/22	63	18.29	29.53	7.04	-11.25	-61.49	-61.49

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


	is taking down something concerning