Share-o-matic - Portfolio

Thu, Nov 21st, 2024, 18:15UTC

Assessment - United States - 7/25/22 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/25/22	⇓ Δwk	10/25/21	prc diff	⇓ Δ39	∅-RS
		S&P 500	5,344.390	8/12		3,966.840		4,566.480	-599.640	-13.13	-8.82
	S	Dollar Tree	93.900	8/12	-1.21	168.420		105.020	63.400	60.37	31.97
		Devon Energy	45.330	8/12	0.91	57.970		40.660	17.310	42.57	30.53
	L	Vertex	464.510	8/12	-0.84	283.680		184.990	98.690	53.35	27.46
		Exxon Mobil	119.000	8/12	0.13	89.980		64.350	25.630	39.83	27.41
		Eli Lilly	884.380	8/12	-0.82	331.550		245.050	86.500	35.30	24.52
	L	Adtalem	71.460	8/12	-0.85	39.190		37.530	1.660	4.42	24.26
	L	Enphase Energy	109.110	8/12	1.16	218.550		179.430	39.120	21.80	24.06
	S	ConocoPhilips	110.030	8/12	2.04	92.050		76.520	15.530	20.30	16.79
		Chevron	145.020	8/12	0.02	148.480		113.850	34.630	30.42	16.67
		AbbVie	190.180	8/12	0.13	150.220		108.500	41.720	38.45	14.08
	S	UnitedHealth	565.290	8/12	1.17	529.470		449.490	79.980	17.79	13.99
	L	LTC Properties	35.900	8/12	-0.22	39.780		33.480	6.300	18.82	12.96
		Consolidated Edison	101.940	8/12	0.91	94.090		75.880	18.210	24.00	12.00
		Merck (MSD)	113.480	8/12	-0.93	90.530		81.660	8.870	10.86	11.59
		ON Semiconductor	70.370	8/12	-1.30	59.340		46.220	13.120	28.39	10.59
	L	Ormat Technologies	71.710	8/12	-1.10	81.730		70.100	11.630	16.59	10.20
	S	Bristol-Myers	47.060	8/12	0.73	72.840		57.810	15.030	26.00	9.37
	L	Amgen	320.000	8/12	-0.77	248.720		207.630	41.090	19.79	9.22
	L	AstraZeneca	82.520	8/12	1.64	66.160		61.770	4.390	7.11	9.17
		Diamondback Energy	201.290	8/12	0.76	119.990		109.410	10.580	9.67	8.86
	S	Monster Beverage	45.890	8/12	-0.37	47.920		42.190	5.730	13.58	8.39
		Synopsys	520.840	8/12	-0.74	337.670		324.000	13.670	4.22	7.84
	L	T-Mobile US	194.950	8/12	0.39	134.560		115.930	18.630	16.07	7.84
	L	Southern	87.200	8/12	0.46	72.690		62.810	9.880	15.73	7.58
		⇓instrument	freshest		⇓ Δday	7/25/22	⇓ Δwk	10/25/21	prc diff	⇓ Δ39	∅-RS
		O'Reilly	1,121.070	8/12	-0.30	685.200		661.340	23.860	3.61	6.87
		Cadence	266.640	8/12	-1.29	167.660		167.370	0.290	0.17	6.59
	L	Costco	863.570	8/12	1.01	529.140		490.100	39.040	7.97	6.49
	L	AEP	97.140	8/12	-0.40	95.800		84.670	11.130	13.15	5.81
	S	Molina Healthcare	337.670	8/12	-0.15	307.710		297.600	10.110	3.40	5.29
	L	Coca-Cola	68.170	8/12	-0.74	62.190		54.230	7.960	14.68	5.06
	L	Pfizer	28.450	8/12	-0.35	51.770		43.150	8.620	19.98	4.74
	L	Kirby	116.510	8/12	-0.14	62.650		56.430	6.220	11.02	4.46
	S	Halliburton	31.380	8/12	1.23	28.420		26.220	2.200	8.39	4.46
	L	Raytheon Tech	116.600	8/12	0.39	94.570		91.300	3.270	3.58	4.12
		Lockheed Martin	556.910	8/12	0.97	399.800		376.330	23.470	6.24	3.70
		PepsiCo	171.420	8/12	-0.56	169.850		159.220	10.630	6.68	3.40
	L	Qualcomm	162.890	8/12	-0.97	153.250		131.930	21.320	16.16	3.17
		Energy Recovery	16.600	8/12	-0.30	20.480		19.750	0.730	3.70	3.09
	L	Sprouts	96.180	8/12	-0.10	27.300		22.170	5.130	23.14	2.95
		General Dynamics	291.200	8/12	-0.61	218.800		207.910	10.890	5.24	2.90
	L	C.H. Robinson	98.700	8/12	0.20	100.910		98.190	2.720	2.77	2.58
	S	Sirius XM	2.980	8/12	-5.10	6.380		6.040	0.340	5.63	2.26
	S	Kraft Heinz	34.170	8/12	-3.12	38.380		36.220	2.160	5.96	2.13
		Keurig Dr Pepper	34.800	8/12	0.69	36.760		34.440	2.320	6.74	1.81
		Interface	16.310	8/12	-0.79	14.240		15.440	-1.200	-7.77	1.58
	L	Xcel Energy	58.020	8/12	0.10	69.460		64.660	4.800	7.42	1.43
	S	McDonald´s	269.460	8/12	0.58	250.380		237.340	13.040	5.49	1.25
	L	Duke Energy	113.370	8/12	0.62	105.980		102.840	3.140	3.05	1.05
	S	Johnson & Johnson	159.880	8/12	-0.46	172.460		164.080	8.380	5.11	1.03
		⇓instrument	freshest		⇓ Δday	7/25/22	⇓ Δwk	10/25/21	prc diff	⇓ Δ39	∅-RS
		Automatic Data	259.120	8/12	-1.17	218.380		218.070	0.310	0.14	1.02
		Palo Alto Networks	331.100	8/12	-0.11	168.423		165.923	2.500	1.51	0.59
		Paychex	123.750	8/12	-0.57	121.520		123.180	-1.660	-1.35	0.56
		Matson	130.130	8/12	0.73	85.700		85.970	-0.270	-0.31	0.49
	L	United Natural Foods	12.320	8/12	-1.28	41.430		43.980	-2.550	-5.80	0.43
		Paccar	92.170	8/12	-0.74	86.030		87.230	-1.200	-1.38	0.41
	L	NextEra Energy	77.580	8/12	0.15	80.980		84.290	-3.310	-3.93	0.37
		Dominion Resources	54.720	8/12	0.46	78.600		76.500	2.100	2.75	0.02
	S	Mondelez	69.280	8/12	-0.63	62.760		60.340	2.420	4.01	-0.14
	S	CVS Health	55.810	8/12	-2.28	94.490		87.680	6.810	7.77	-0.19
		Visa	259.890	8/12	0.05	214.270		233.880	-19.610	-8.38	-0.25
		Cintas	759.630	8/12	0.53	396.670		428.590	-31.920	-7.45	-0.39
		Edison International	82.410	8/12	0.52	62.750		61.100	1.650	2.70	-0.43
	S	Fortinet	70.360	8/12	0.96	61.000		66.382	-5.382	-8.11	-0.56
		Avis Budget	83.110	8/12	-4.43	160.110		176.650	-16.540	-9.36	-0.67
	L	Colgate-Palmolive	101.280	8/12	-0.77	77.850		75.140	2.710	3.61	-0.83
	L	Analog Devices	212.080	8/12	0.36	163.040		180.520	-17.480	-9.68	-0.84
		Thermo Fisher	599.070	8/12	0.48	567.440		607.750	-40.310	-6.63	-0.96
		KLA-Tencor	757.540	8/12	1.44	350.600		343.230	7.370	2.15	-1.07
		Mastercard	455.690	8/12	-0.24	344.210		360.860	-16.650	-4.61	-1.25
		Electronic Arts	145.910	8/12	-0.47	129.920		142.190	-12.270	-8.63	-1.30
	L	Apple	217.530	8/12	0.71	152.950		148.640	4.310	2.90	-1.35
		Marsh & McLennan	217.350	8/12	-1.23	156.820		169.130	-12.310	-7.28	-1.37
		Marriott	214.680	8/12	-1.51	152.990		154.790	-1.800	-1.16	-1.74
	S	FedEx	279.150	8/12	0.63	228.170		235.400	-7.230	-3.07	-2.25
		⇓instrument	freshest		⇓ Δday	7/25/22	⇓ Δwk	10/25/21	prc diff	⇓ Δ39	∅-RS
	L	California Water	52.330	8/12	-0.42	58.120		59.960	-1.840	-3.07	-2.25
		Travelers Companies	209.730	8/12	-1.29	159.980		161.580	-1.600	-0.99	-2.44
	L	Philip Morris	116.090	8/12	0.07	95.840		96.540	-0.700	-0.73	-2.58
	L	HP	33.780	8/12	0.72	32.600		30.630	1.970	6.43	-2.67
		IBM	189.480	8/12	-1.03	128.540		127.640	0.900	0.71	-3.14
	L	Procter & Gamble	166.810	8/12	-2.19	143.990		140.850	3.140	2.23	-3.59
		Kadant	290.300	8/12	-1.48	194.160		217.630	-23.470	-10.78	-3.60
	L	Array Tech	7.030	8/12	-0.99	12.240		18.200	-5.960	-32.75	-3.65
		Berkshire Hathaway	430.390	8/12	-0.30	287.990		290.260	-2.270	-0.78	-3.72
		Fiserv	161.100	8/12	-0.30	98.050		111.110	-13.060	-11.75	-3.73
		MetLife	69.850	8/12	-0.40	61.630		65.640	-4.010	-6.11	-3.74
		Ryder System	131.840	8/12	-1.29	74.640		91.240	-16.600	-18.19	-3.82
		FirstEnergy	42.200	8/12	0.55	38.620		37.370	1.250	3.34	-3.87
	S	UPS	124.860	8/12	-0.76	187.910		203.900	-15.990	-7.84	-4.20
	S	J.B. Hunt	162.770	8/12	-0.20	173.320		197.730	-24.410	-12.35	-4.58
		Tesla Motors	197.490	8/12	-1.26	268.433		341.620	-73.187	-21.42	-4.60
		Norfolk Southern	237.180	8/12	-1.02	246.900		287.330	-40.430	-14.07	-5.22
		CDW	212.100	8/12	-0.76	170.440		191.540	-21.100	-11.02	-5.56
	S	Union Pacific	236.750	8/12	-0.32	217.360		240.280	-22.920	-9.54	-5.96
	L	Walmart	68.700	8/12	1.10	44.007		50.020	-6.013	-12.02	-6.04
		Broadcom	148.620	8/12	0.24	513.110		522.070	-8.960	-1.72	-6.04
	S	Old Dominion FL	190.620	8/12	-1.35	137.775		162.350	-24.575	-15.14	-6.10
	L	Fox A	38.830	8/12	-1.27	35.280		41.830	-6.550	-15.66	-6.15
	S	CSX	33.500	8/12	-1.47	31.350		35.730	-4.380	-12.26	-6.25
		Regeneron	1,121.090	8/12	-0.90	587.280		576.200	11.080	1.92	-6.35
		⇓instrument	freshest		⇓ Δday	7/25/22	⇓ Δwk	10/25/21	prc diff	⇓ Δ39	∅-RS
	L	PSEG	80.510	8/12	0.81	60.690		63.930	-3.240	-5.07	-6.53
		Landstar System	185.110	8/12	-1.04	148.150		174.360	-26.210	-15.03	-6.62
		Copart	50.260	8/12	-1.43	30.213		38.320	-8.108	-21.16	-6.73
	L	Verisk Analytics	262.360	8/12	-0.67	182.770		212.020	-29.250	-13.80	-7.20
	S	Gilead Sciences	72.990	8/12	-0.91	60.750		67.670	-6.920	-10.23	-7.32
		Steelcase	12.290	8/12	-1.76	11.190		12.460	-1.270	-10.19	-7.55
		Home Depot	345.810	8/12	-0.81	306.150		371.260	-65.110	-17.54	-7.90
		AIG	71.610	8/12	-0.62	52.050		59.640	-7.590	-12.73	-7.96
		Lowe´s	231.070	8/12	-2.02	194.800		231.820	-37.020	-15.97	-8.15
	L	American Water	142.560	8/12	0.20	149.830		174.850	-25.020	-14.31	-8.20
		American Express	237.050	8/12	-0.34	153.790		182.310	-28.520	-15.64	-8.30
		Exelon	36.900	8/12	-0.54	44.420		51.590	-7.170	-13.90	-8.46
	L	Goldman Sachs	485.500	8/12	-0.97	324.120		414.750	-90.630	-21.85	-8.47
		Wells Fargo	52.060	8/12	-1.33	43.500		50.620	-7.120	-14.07	-8.53
	S	Shoals Technologies	5.130	8/12	0.20	18.090		26.010	-7.920	-30.45	-8.64
	L	Texas Instruments	192.060	8/12	-0.08	163.200		200.200	-37.000	-18.48	-8.66
		Roper Technologies	520.070	8/12	-1.27	413.380		487.920	-74.540	-15.28	-8.70
		Deckers Outdoor	918.300	8/12	3.15	291.150		385.790	-94.640	-24.53	-8.78
	L	Oracle	132.580	8/12	0.39	74.860		97.890	-23.030	-23.53	-8.97
		Emerson Electric	103.070	8/12	-0.60	84.190		96.550	-12.360	-12.80	-9.14
		Southwest Airlines	25.380	8/12	0.20	40.620		47.480	-6.860	-14.45	-9.27
	L	Altria	50.310	8/12	-0.24	43.830		47.950	-4.120	-8.59	-10.04
	L	First Solar	219.230	8/12	3.51	74.150		109.040	-34.890	-32.00	-10.15
		Abbott Labs	107.800	8/12	-0.84	108.500		126.580	-18.080	-14.28	-10.21
		Baker Hughes	35.150	8/12	0.23	24.400		25.160	-0.760	-3.02	-10.33
		⇓instrument	freshest		⇓ Δday	7/25/22	⇓ Δwk	10/25/21	prc diff	⇓ Δ39	∅-RS
	L	Honeywell	196.790	8/12	-0.73	181.260		217.540	-36.280	-16.68	-10.48
	L	Morgan Stanley	94.840	8/12	0.13	82.550		101.910	-19.360	-19.00	-10.54
		CrowdStrike	239.340	8/12	-0.65	182.620		280.100	-97.480	-34.80	-10.66
		Caterpillar	336.030	8/12	-0.66	181.810		202.210	-20.400	-10.09	-11.01
		Microsoft	406.810	8/12	0.19	258.830		308.130	-49.300	-16.00	-11.80
	S	Potlatch	40.860	8/12	-1.99	46.640		56.600	-9.960	-17.60	-11.93
		Expeditors Wash	119.110	8/12	0.03	99.160		123.360	-24.200	-19.62	-12.31
		Citigroup	57.840	8/12		52.160		70.830	-18.670	-26.36	-12.38
		U.S. Bancorp	41.470	8/12	-1.43	48.050		62.520	-14.470	-23.14	-12.43
	L	AES	16.710	8/12	0.30	20.000		25.170	-5.170	-20.54	-12.44
	L	Biogen	201.040	8/12	-0.48	207.570		269.940	-62.370	-23.11	-12.46
		Fastenal	65.710	8/12	-1.02	48.300		56.150	-7.850	-13.98	-12.66
	S	Comcast	38.530	8/12	-1.41	42.470		54.080	-11.610	-21.47	-12.72
	L	Take-Two Interactive	147.290	8/12	1.71	130.770		182.990	-52.220	-28.54	-12.75
	S	CoStar	72.030	8/12	-2.50	61.590		99.190	-37.600	-37.91	-13.26
	S	Cognizant	73.140	8/12	-1.72	68.220		78.960	-10.740	-13.60	-13.45
		Dow	52.220	8/12	-0.84	51.580		58.710	-7.130	-12.14	-13.47
		Starbucks	77.030	8/12	2.58	81.500		114.710	-33.210	-28.95	-14.26
		Intuit	627.410	8/12	-0.44	426.200		602.560	-176.360	-29.27	-14.38
	L	Bloom Energy	11.140	8/12	-3.05	17.060		27.690	-10.630	-38.39	-14.38
		Boeing	164.130	8/12	-2.25	156.640		212.870	-56.230	-26.42	-14.53
	S	Baxter	36.930	8/12	-0.59	66.260		81.360	-15.100	-18.56	-14.54
		Verizon	40.530	8/12	-0.54	44.760		52.580	-7.820	-14.87	-14.55
		Alaska Air Group	34.590	8/12	-0.26	43.740		53.940	-10.200	-18.91	-15.96
	S	Ford Motor	9.860	8/12	-2.38	12.840		16.000	-3.160	-19.75	-16.42
		⇓instrument	freshest		⇓ Δday	7/25/22	⇓ Δwk	10/25/21	prc diff	⇓ Δ39	∅-RS
	S	Walgreens Boots	10.200	8/12	-4.49	38.750		49.220	-10.470	-21.27	-16.49
		BNY Mellon	63.270	8/12	-0.80	43.020		59.400	-16.380	-27.58	-16.51
		Ross Stores	140.670	8/12	0.74	82.630		113.120	-30.490	-26.95	-16.52
	S	Cisco Systems	44.860	8/12	-1.34	44.340		55.140	-10.800	-19.59	-16.80
		Lam Research	810.890	8/12	0.37	457.450		551.970	-94.520	-17.12	-16.83
	S	Medtronic	81.190	8/12	-1.04	90.750		123.560	-32.810	-26.55	-16.89
	L	Bank of America	38.170	8/12	-0.29	33.730		47.510	-13.780	-29.00	-16.95
		United Airlines	40.420	8/12	-2.51	36.340		46.650	-10.310	-22.10	-17.19
		Booking	3,439.180	8/12	-0.11	1,834.670		2,412.980	-578.310	-23.97	-17.32
	L	3M	123.360	8/12	-0.65	134.120		182.400	-48.280	-26.47	-17.43
	L	Moderna	81.290	8/12	-4.29	165.690		349.560	-183.870	-52.60	-17.63
		Autodesk	239.570	8/12	-0.36	195.710		311.790	-116.080	-37.23	-17.66
	L	Alphabet C	163.950	8/12	-0.87	108.210		138.773	-30.563	-22.02	-17.86
		Delta Air Lines	39.060	8/12	-0.61	31.410		39.510	-8.100	-20.50	-17.91
		Amazon.com	166.800	8/12	-0.08	121.140		166.019	-44.879	-27.03	-17.92
	L	Alphabet A	162.290	8/12	-0.84	107.510		137.447	-29.937	-21.78	-18.04
		Altus Power	2.940	8/12	-6.96	6.640		10.010	-3.370	-33.67	-18.09
	L	SunPower	0.200	8/12	-4.76	16.600		30.660	-14.060	-45.86	-18.10
	L	DuPont	78.330	8/12	-0.25	58.030		71.930	-13.900	-19.32	-18.15
	S	Intel	19.360	8/12	-1.78	39.160		49.410	-10.250	-20.74	-18.23
	L	Micron Technology	94.640	8/12	1.68	60.150		68.760	-8.610	-12.52	-18.84
		AMD	136.770	8/12	1.86	87.540		122.360	-34.820	-28.46	-19.04
		Ansys	313.310	8/12	0.69	257.920		374.210	-116.290	-31.08	-19.10
	S	salesforce.com	251.310	8/12	-0.48	177.290		293.920	-116.630	-39.68	-19.15
		JP Morgan Chase	206.190	8/12	0.19	115.220		170.940	-55.720	-32.60	-19.59
		⇓instrument	freshest		⇓ Δday	7/25/22	⇓ Δwk	10/25/21	prc diff	⇓ Δ39	∅-RS
	L	Charter Comm	350.760	8/12	-3.75	478.980		731.010	-252.030	-34.48	-19.62
		Marvell Tech	60.510	8/12	-0.08	50.710		67.670	-16.960	-25.06	-19.96
		Simon Property	153.100	8/12	-3.51	104.030		146.830	-42.800	-29.15	-20.08
		Applied Materials	193.090	8/12	1.00	101.000		135.760	-34.760	-25.60	-20.19
		MillerKnoll	27.140	8/12	-3.49	28.270		38.940	-10.670	-27.40	-20.23
	S	Xerox	9.710	8/12	-2.51	15.590		20.550	-4.960	-24.14	-20.37
	L	eBay	55.810	8/12	-1.26	46.560		80.570	-34.010	-42.21	-21.19
		Capital One	132.120	8/12	-1.56	110.930		168.680	-57.750	-34.24	-21.27
	S	American Airlines	9.610	8/12	-2.54	13.750		19.230	-5.480	-28.50	-21.48
	L	AT&T	19.430	8/12	-0.31	18.530		25.640	-7.110	-27.73	-21.56
		Nike	74.640	8/12	0.40	109.280		164.220	-54.940	-33.46	-21.66
		Adobe	530.930	8/12	-1.00	391.960		646.970	-255.010	-39.42	-21.95
	L	NVidia	109.020	8/12	4.08	17.024		23.166	-6.142	-26.51	-22.05
	L	Sunnova Energy	6.620	8/12	-4.47	19.100		40.340	-21.240	-52.65	-22.44
		Intuitive Surgical	465.530	8/12	0.46	219.170		343.590	-124.420	-36.21	-22.81
	S	MongoDB	232.370	8/12	-1.08	289.430		518.870	-229.440	-44.22	-23.26
		General Electric	166.870	8/12	-0.16	68.360		105.300	-36.940	-35.08	-23.92
		Encompass Health	86.860	8/12	1.33	49.640		68.380	-18.740	-27.41	-24.48
		DexCom	71.270	8/12	2.16	82.600		142.085	-59.485	-41.87	-24.58
	L	General Motors	42.990	8/12	-1.13	34.520		57.760	-23.240	-40.24	-25.44
		Walt Disney	85.950	8/12	-0.30	102.690		172.010	-69.320	-40.30	-25.63
		Freeport-McMoRan	41.560	8/12	1.24	28.290		39.340	-11.050	-28.09	-25.82
	L	Sunrun	17.330	8/12	-3.13	23.530		54.230	-30.700	-56.61	-25.88
		Target	135.020	8/12	-0.35	157.490		260.350	-102.860	-39.51	-25.92
	L	Plug Power	1.950	8/12	-1.02	17.490		34.880	-17.390	-49.86	-26.74
		⇓instrument	freshest		⇓ Δday	7/25/22	⇓ Δwk	10/25/21	prc diff	⇓ Δ39	∅-RS
		IDEXX Labs	479.930	8/12	-0.60	375.560		652.520	-276.960	-42.44	-26.90
		Airbnb	113.620	8/12	-1.27	104.950		169.240	-64.290	-37.99	-28.06
		Uber Technologies	69.260	8/12	1.05	23.350		45.720	-22.370	-48.93	-30.50
	L	The Trade Desk	97.040	8/12	-2.28	46.560		76.110	-29.550	-38.83	-30.98
	S	Atlassian	140.550	8/12	-0.62	196.050		429.010	-232.960	-54.30	-30.98
		Datadog	112.160	8/12	-0.11	90.490		161.580	-71.090	-44.00	-31.10
	L	Hannon Armstrong SIC	30.210	8/12	-1.63	32.420		60.990	-28.570	-46.84	-31.24
		Zscaler	172.550	8/12	-1.04	156.090		311.200	-155.110	-49.84	-31.31
		Meta Platforms	515.950	8/12	-0.35	166.650		328.690	-162.040	-49.30	-33.99
	S	Workday	210.570	8/12	-0.65	145.440		282.150	-136.710	-48.45	-33.99
		Warner Bros. Disc	6.710	8/12	-4.55	14.660		25.290	-10.630	-42.03	-35.47
		DoorDash	124.040	8/12	0.19	71.760		216.330	-144.570	-66.83	-36.96
		FuelCell Energy	0.441	8/12	-1.61	3.340		7.540	-4.200	-55.70	-37.31
		Netflix	633.140	8/12	-0.13	218.510		671.660	-453.150	-67.47	-37.68
		PayPal	63.460	8/12	-1.95	81.650		246.880	-165.230	-66.93	-38.53
	S	Illumina	124.540	8/12	0.79	199.510		420.780	-221.270	-52.59	-38.54
	S	Align Technology	213.570	8/12	-0.63	252.070		589.810	-337.740	-57.26	-43.17
		Constellation Energy	187.330	8/12	-1.16	54.960					-na-
		GE HealthCare	82.370	8/12	-1.24						-na-
		GlobalFoundries	43.230	8/12	-1.05	46.350					-na-
USA - 216 out of 219 instruments rated - 7/25/22 / 10/25/21 - 62 did rise, Market-Ratio(39) = 28.70 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/06/20	scale up chart	7/01/24

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	8/12/24	448		NVidia	100	49,098	31.176	109.020		77.844	250	5,352,674	177
accum	2/25/08	8/12/24	6114	days out of 6898 invested (89%)							53,427		5,352,674	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	8/12/24	448	31.18	109.02		77.84	249.69	249.69
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

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