| | Tue, Jun 23rd, 2026, 22:57UTC |
| | |
Assessment - Stand and Poor's 100 in Pound sterling - 7/01/24 - RS = 38
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
10/09/23 |
prc diff |
⇓ Δ38 |
|
∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 100 |
2,030.436 |
8/12/24 |
0.17 |
2,107.134 |
-3.64 |
1,671.900 |
435.234 |
26.03 |
|
18.75 |
| |  |
 |
 |
 |
|
 |
Broadcom |
117.562 |
8/12/24 |
0.24 |
1,297.915 |
-90.94 |
701.111 |
596.804 |
85.12 |
|
55.20 |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
128.850 |
8/12/24 |
-0.97 |
158.229 |
-18.57 |
91.583 |
66.646 |
72.77 |
|
43.94 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
699.567 |
8/12/24 |
-0.82 |
723.290 |
-3.28 |
468.368 |
254.922 |
54.43 |
|
47.37 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
408.130 |
8/12/24 |
-0.35 |
399.215 |
2.23 |
260.791 |
138.424 |
53.08 |
|
37.24 |
| |  |
 |
 |
 |
|
 |
Netflix |
500.830 |
8/12/24 |
-0.13 |
532.843 |
-6.01 |
316.158 |
216.684 |
68.54 |
|
36.70 |
| |  |
 |
 |
 |
L |
 |
Costco |
683.106 |
8/12/24 |
1.01 |
668.947 |
2.12 |
457.891 |
211.056 |
46.09 |
|
32.20 |
| |  |
 |
 |
 |
L |
 |
General Motors |
34.006 |
8/12/24 |
-1.13 |
36.925 |
-7.90 |
25.386 |
11.539 |
45.45 |
|
27.33 |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
129.689 |
8/12/24 |
-0.87 |
145.936 |
-11.13 |
114.274 |
31.662 |
27.71 |
|
29.59 |
| |  |
 |
 |
 |
|
 |
American Express |
187.513 |
8/12/24 |
-0.34 |
184.950 |
1.39 |
121.909 |
63.041 |
51.71 |
|
26.28 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
30.193 |
8/12/24 |
-0.29 |
31.649 |
-4.60 |
21.552 |
10.097 |
46.85 |
|
24.41 |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
384.043 |
8/12/24 |
-0.97 |
366.767 |
4.71 |
256.080 |
110.686 |
43.22 |
|
26.59 |
| |  |
 |
 |
 |
L |
 |
Oracle |
104.874 |
8/12/24 |
0.39 |
113.188 |
-7.35 |
90.371 |
22.817 |
25.25 |
|
23.56 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
41.181 |
8/12/24 |
-1.33 |
47.928 |
-14.08 |
32.521 |
15.407 |
47.38 |
|
25.84 |
| |  |
 |
 |
 |
|
 |
Amazon.com |
131.943 |
8/12/24 |
-0.08 |
155.990 |
-15.42 |
105.067 |
50.924 |
48.47 |
|
29.06 |
| |  |
 |
 |
 |
L |
 |
HP |
26.721 |
8/12/24 |
0.72 |
27.662 |
-3.40 |
21.364 |
6.298 |
29.48 |
|
17.46 |
| |  |
 |
 |
 |
L |
 |
Walmart |
54.343 |
8/12/24 |
1.10 |
53.378 |
1.81 |
42.553 |
10.825 |
25.44 |
|
20.49 |
| |  |
 |
 |
 |
|
 |
Citigroup |
45.753 |
8/12/24 |
|
50.175 |
-8.81 |
33.373 |
16.802 |
50.35 |
|
27.06 |
| |  |
 |
 |
 |
|
 |
Microsoft |
321.797 |
8/12/24 |
0.19 |
361.285 |
-10.93 |
270.178 |
91.107 |
33.72 |
|
22.44 |
| |  |
 |
 |
 |
|
 |
AMD |
108.189 |
8/12/24 |
1.86 |
124.737 |
-13.27 |
87.627 |
37.110 |
42.35 |
|
18.11 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
80.115 |
8/12/24 |
-0.77 |
75.575 |
6.01 |
56.777 |
18.798 |
33.11 |
|
18.18 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
163.102 |
8/12/24 |
0.19 |
162.516 |
0.36 |
118.591 |
43.925 |
37.04 |
|
23.75 |
| |  |
 |
 |
 |
L |
 |
Apple |
172.072 |
8/12/24 |
0.71 |
171.455 |
0.36 |
146.623 |
24.832 |
16.94 |
|
17.76 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
92.234 |
8/12/24 |
0.39 |
78.747 |
17.13 |
59.791 |
18.955 |
31.70 |
|
12.07 |
| |  |
 |
 |
 |
L |
 |
eBay |
44.147 |
8/12/24 |
-1.26 |
41.671 |
5.94 |
35.511 |
6.160 |
17.35 |
|
15.96 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
10/09/23 |
prc diff |
⇓ Δ38 |
|
∅-RS |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
50.048 |
8/12/24 |
-0.80 |
47.549 |
5.26 |
34.348 |
13.201 |
38.43 |
|
20.24 |
| |  |
 |
 |
 |
|
 |
General Dynamics |
230.347 |
8/12/24 |
-0.61 |
227.713 |
1.16 |
195.355 |
32.357 |
16.56 |
|
13.97 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
154.210 |
8/12/24 |
0.39 |
141.657 |
8.86 |
114.798 |
26.859 |
23.40 |
|
17.27 |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
151.924 |
8/12/24 |
-0.08 |
153.934 |
-1.31 |
128.380 |
25.553 |
19.90 |
|
15.25 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
32.875 |
8/12/24 |
1.24 |
38.294 |
-14.15 |
30.170 |
8.124 |
26.93 |
|
17.22 |
| |  |
 |
 |
 |
|
 |
Capital One |
104.510 |
8/12/24 |
-1.56 |
110.506 |
-5.43 |
77.272 |
33.234 |
43.01 |
|
16.29 |
| |  |
 |
 |
 |
|
 |
Simon Property |
121.106 |
8/12/24 |
-3.51 |
115.901 |
4.49 |
86.373 |
29.528 |
34.19 |
|
12.33 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
75.021 |
8/12/24 |
0.13 |
78.438 |
-4.36 |
65.460 |
12.978 |
19.83 |
|
13.97 |
| |  |
 |
 |
 |
L |
 |
Amgen |
253.128 |
8/12/24 |
-0.77 |
246.017 |
2.89 |
222.437 |
23.580 |
10.60 |
|
13.54 |
| |  |
 |
 |
 |
|
 |
AIG |
56.645 |
8/12/24 |
-0.62 |
58.924 |
-3.87 |
50.043 |
8.880 |
17.75 |
|
11.39 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
89.766 |
8/12/24 |
-0.93 |
101.172 |
-11.27 |
85.603 |
15.569 |
18.19 |
|
11.17 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
265.808 |
8/12/24 |
-0.66 |
260.311 |
2.11 |
222.241 |
38.070 |
17.13 |
|
12.45 |
| |  |
 |
 |
 |
L |
 |
Southern |
68.977 |
8/12/24 |
0.46 |
60.909 |
13.25 |
53.991 |
6.918 |
12.81 |
|
9.10 |
| |  |
 |
 |
 |
L |
 |
AT&T |
15.370 |
8/12/24 |
-0.31 |
15.014 |
2.37 |
12.066 |
2.947 |
24.43 |
|
17.94 |
| |  |
 |
 |
 |
|
 |
AbbVie |
150.437 |
8/12/24 |
0.13 |
134.767 |
11.63 |
122.146 |
12.621 |
10.33 |
|
9.27 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
340.450 |
8/12/24 |
-0.30 |
320.516 |
6.22 |
282.982 |
37.534 |
13.26 |
|
8.23 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
81.531 |
8/12/24 |
-0.60 |
85.470 |
-4.61 |
78.534 |
6.937 |
8.83 |
|
8.98 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
131.951 |
8/12/24 |
-2.19 |
128.716 |
2.51 |
117.436 |
11.280 |
9.60 |
|
4.93 |
| |  |
 |
 |
 |
|
 |
Linde |
353.414 |
8/12/24 |
-0.05 |
339.303 |
4.16 |
306.148 |
33.154 |
10.83 |
|
4.62 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
91.830 |
8/12/24 |
0.07 |
80.091 |
14.66 |
75.618 |
4.474 |
5.92 |
|
6.82 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
155.666 |
8/12/24 |
-0.73 |
166.867 |
-6.71 |
152.791 |
14.075 |
9.21 |
|
6.94 |
| |  |
 |
 |
 |
L |
 |
AEP |
76.840 |
8/12/24 |
-0.40 |
69.041 |
11.30 |
60.340 |
8.701 |
14.42 |
|
6.75 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
67.989 |
8/12/24 |
-0.30 |
77.552 |
-12.33 |
69.384 |
8.169 |
11.77 |
|
2.83 |
| |  |
 |
 |
 |
|
 |
IBM |
149.884 |
8/12/24 |
-1.03 |
138.509 |
8.21 |
116.486 |
22.023 |
18.91 |
|
9.62 |
| |  |
 |
 |
 |
|
 |
Verizon |
32.060 |
8/12/24 |
-0.54 |
33.017 |
-2.90 |
25.763 |
7.255 |
28.16 |
|
12.51 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
10/09/23 |
prc diff |
⇓ Δ38 |
|
∅-RS |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
473.880 |
8/12/24 |
0.48 |
428.514 |
10.59 |
406.414 |
22.100 |
5.44 |
|
1.22 |
| |  |
 |
 |
 |
|
 |
Target |
106.804 |
8/12/24 |
-0.35 |
115.284 |
-7.36 |
86.635 |
28.649 |
33.07 |
|
6.31 |
| |  |
 |
 |
 |
L |
 |
Fox A |
30.716 |
8/12/24 |
-1.27 |
26.990 |
13.80 |
25.378 |
1.612 |
6.35 |
|
7.99 |
| |  |
 |
 |
 |
|
 |
MetLife |
55.253 |
8/12/24 |
-0.40 |
55.277 |
-0.04 |
50.707 |
4.570 |
9.01 |
|
5.87 |
| |  |
 |
 |
 |
|
 |
Visa |
205.580 |
8/12/24 |
0.05 |
208.230 |
-1.27 |
192.046 |
16.184 |
8.43 |
|
2.09 |
| |  |
 |
 |
 |
|
 |
Home Depot |
273.545 |
8/12/24 |
-0.81 |
265.935 |
2.86 |
241.950 |
23.985 |
9.91 |
|
1.14 |
| |  |
 |
 |
 |
|
 |
Mastercard |
360.462 |
8/12/24 |
-0.24 |
346.161 |
4.13 |
323.359 |
22.802 |
7.05 |
|
2.59 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
53.924 |
8/12/24 |
-0.74 |
50.056 |
7.73 |
43.318 |
6.738 |
15.56 |
|
5.94 |
| |  |
 |
 |
 |
L |
 |
Altria |
39.797 |
8/12/24 |
-0.24 |
36.411 |
9.30 |
34.979 |
1.432 |
4.10 |
|
7.41 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
182.782 |
8/12/24 |
-2.02 |
168.931 |
8.20 |
164.440 |
4.491 |
2.73 |
|
-3.37 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
440.530 |
8/12/24 |
0.97 |
368.966 |
19.40 |
357.592 |
11.374 |
3.18 |
|
3.89 |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
32.804 |
8/12/24 |
-1.43 |
31.040 |
5.68 |
26.222 |
4.818 |
18.38 |
|
1.73 |
| |  |
 |
 |
 |
L |
 |
3M |
97.581 |
8/12/24 |
-0.65 |
79.585 |
22.61 |
72.947 |
6.638 |
9.10 |
|
1.84 |
| |  |
 |
 |
 |
|
 |
Dow |
41.307 |
8/12/24 |
-0.84 |
41.632 |
-0.78 |
41.622 |
0.010 |
0.02 |
|
-3.17 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
94.132 |
8/12/24 |
0.13 |
90.936 |
3.51 |
90.862 |
0.074 |
0.08 |
|
5.70 |
| |  |
 |
 |
 |
|
 |
Chevron |
114.715 |
8/12/24 |
0.02 |
123.811 |
-7.35 |
136.572 |
-12.761 |
-9.34 |
|
0.30 |
| |  |
 |
 |
 |
S |
 |
FedEx |
220.815 |
8/12/24 |
0.63 |
236.264 |
-6.54 |
209.478 |
26.786 |
12.79 |
|
16.74 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
187.615 |
8/12/24 |
-1.02 |
169.327 |
10.80 |
160.352 |
8.975 |
5.60 |
|
-5.23 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
64.223 |
8/12/24 |
-1.04 |
61.004 |
5.28 |
61.544 |
-0.540 |
-0.88 |
|
-6.07 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
7.800 |
8/12/24 |
-2.38 |
10.093 |
-22.73 |
9.887 |
0.206 |
2.08 |
|
4.98 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
85.273 |
8/12/24 |
-0.84 |
81.634 |
4.46 |
79.263 |
2.371 |
2.99 |
|
-3.09 |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
187.275 |
8/12/24 |
-0.32 |
177.870 |
5.29 |
167.356 |
10.514 |
6.28 |
|
-1.66 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
447.159 |
8/12/24 |
1.17 |
391.281 |
14.28 |
431.301 |
-40.020 |
-9.28 |
|
-2.37 |
| |  |
 |
 |
 |
|
 |
Devon Energy |
35.857 |
8/12/24 |
0.91 |
37.756 |
-5.03 |
37.764 |
-0.008 |
-0.02 |
|
0.31 |
| |  |
 |
 |
 |
|
 |
PepsiCo |
135.598 |
8/12/24 |
-0.56 |
128.850 |
5.24 |
132.181 |
-3.331 |
-2.52 |
|
-5.85 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
10/09/23 |
prc diff |
⇓ Δ38 |
|
∅-RS |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
87.037 |
8/12/24 |
2.04 |
90.462 |
-3.79 |
99.791 |
-9.329 |
-9.35 |
|
-2.12 |
| |  |
 |
 |
 |
|
 |
Nike |
59.042 |
8/12/24 |
0.40 |
60.775 |
-2.85 |
79.361 |
-18.587 |
-23.42 |
|
-24.43 |
| |  |
 |
 |
 |
L |
 |
Biogen |
159.028 |
8/12/24 |
-0.48 |
183.336 |
-13.26 |
216.433 |
-33.097 |
-15.29 |
|
-4.24 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
54.802 |
8/12/24 |
-0.63 |
51.607 |
6.19 |
52.238 |
-0.632 |
-1.21 |
|
-7.90 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
126.469 |
8/12/24 |
-0.46 |
115.838 |
9.18 |
129.871 |
-14.033 |
-10.81 |
|
-6.86 |
| |  |
 |
 |
 |
|
 |
Exelon |
29.189 |
8/12/24 |
-0.54 |
27.330 |
6.80 |
31.702 |
-4.372 |
-13.79 |
|
-9.46 |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
213.150 |
8/12/24 |
0.58 |
197.749 |
7.79 |
204.727 |
-6.978 |
-3.41 |
|
-10.58 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
35.485 |
8/12/24 |
-1.34 |
37.590 |
-5.60 |
44.170 |
-6.580 |
-14.90 |
|
-6.29 |
| |  |
 |
 |
 |
S |
 |
Halliburton |
24.822 |
8/12/24 |
1.23 |
26.444 |
-6.13 |
33.840 |
-7.396 |
-21.86 |
|
-10.88 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
22.505 |
8/12/24 |
-0.35 |
22.323 |
0.82 |
27.196 |
-4.874 |
-17.92 |
|
-6.74 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
156.220 |
8/12/24 |
-1.26 |
166.005 |
-5.89 |
212.714 |
-46.709 |
-21.96 |
|
-1.30 |
| |  |
 |
 |
 |
S |
 |
Comcast |
30.478 |
8/12/24 |
-1.41 |
30.193 |
0.94 |
36.117 |
-5.924 |
-16.40 |
|
-10.37 |
| |  |
 |
 |
 |
S |
 |
Accenture |
248.350 |
8/12/24 |
-0.59 |
239.325 |
3.77 |
255.589 |
-16.264 |
-6.36 |
|
-7.25 |
| |  |
 |
 |
 |
|
 |
Boeing |
129.831 |
8/12/24 |
-2.25 |
147.684 |
-12.09 |
154.405 |
-6.721 |
-4.35 |
|
-8.33 |
| |  |
 |
 |
 |
|
 |
Starbucks |
60.933 |
8/12/24 |
2.58 |
61.012 |
-0.13 |
75.921 |
-14.909 |
-19.64 |
|
-17.05 |
| |  |
 |
 |
 |
S |
 |
UPS |
98.767 |
8/12/24 |
-0.76 |
107.540 |
-8.16 |
126.431 |
-18.891 |
-14.94 |
|
-12.57 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
44.147 |
8/12/24 |
-2.28 |
45.998 |
-4.02 |
58.366 |
-12.368 |
-21.19 |
|
-17.23 |
| |  |
 |
 |
 |
S |
 |
Baxter |
29.213 |
8/12/24 |
-0.59 |
26.151 |
11.71 |
29.891 |
-3.740 |
-12.51 |
|
-15.08 |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
57.737 |
8/12/24 |
-0.91 |
54.296 |
6.34 |
61.487 |
-7.191 |
-11.69 |
|
-8.03 |
| |  |
 |
 |
 |
S |
 |
Intel |
15.314 |
8/12/24 |
-1.78 |
24.395 |
-37.22 |
29.539 |
-5.144 |
-17.41 |
|
-18.28 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
37.226 |
8/12/24 |
0.73 |
32.669 |
13.95 |
46.373 |
-13.704 |
-29.55 |
|
-21.14 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
8.068 |
8/12/24 |
-4.49 |
9.160 |
-11.92 |
18.243 |
-9.083 |
-49.79 |
|
-46.87 |
| S&P 100 - 96 out of 96 instruments rated - 7/01/24 / 10/09/23 - 69 did rise, Market-Ratio(38) in GBP = 71.88 % |
| Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions Stand and Poor's 100 in Pound sterling * S38 - 37/56 (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 |
2/11/08 |
770 |
|
- cash - |
| short |
2/11/08 |
5/19/08 |
98 |
 |
 |
 |
Citigroup |
100 |
75 |
|
132.644 |
117.437 |
149.821 |
17.176 |
13 |
11,288 |
57 |
|
| 5/19/08 |
6/16/08 |
28 |
|
- cash - |
| |
6/16/08 |
7/20/09 |
399 |
 |
 |
 |
AIG |
100 |
32 |
|
349.275 |
8.240 |
14,805.030 |
14,455.755 |
4,139 |
473,872 |
2,980 |
|
| 7/20/09 |
8/30/10 |
406 |
|
- cash - |
| |
8/30/10 |
10/18/10 |
49 |
 |
 |
 |
Bank of America |
100 |
59,728 |
|
7.934 |
7.718 |
8.156 |
0.222 |
3 |
487,125 |
23 |
|
| 10/18/10 |
8/08/11 |
294 |
|
- cash - |
| |
8/08/11 |
1/02/12 |
147 |
 |
 |
 |
Bank of America |
100 |
122,840 |
|
3.966 |
3.730 |
4.215 |
0.250 |
6 |
517,820 |
16 |
|
| 1/02/12 |
8/24/15 |
1330 |
|
- cash - |
| |
8/24/15 |
11/02/15 |
70 |
 |
 |
 |
Devon Energy |
100 |
21,453 |
|
24.137 |
27.977 |
20.297 |
-3.840 |
-16 |
435,447 |
-59 |
|
| 11/02/15 |
12/14/15 |
42 |
|
- cash - |
| |
12/14/15 |
5/16/16 |
154 |
 |
 |
 |
Kinder Morgan |
100 |
41,196 |
|
10.570 |
11.959 |
9.181 |
-1.389 |
-13 |
378,222 |
-28 |
|
| 5/16/16 |
10/15/18 |
882 |
|
- cash - |
| |
10/15/18 |
2/18/19 |
126 |
 |
 |
 |
Ford Motor |
100 |
56,538 |
|
6.690 |
6.603 |
6.778 |
0.088 |
1 |
383,205 |
4 |
|
| 2/18/19 |
3/09/20 |
385 |
|
- cash - |
| |
3/09/20 |
11/16/20 |
252 |
 |
 |
 |
Occidental Pet |
100 |
40,202 |
|
9.532 |
9.616 |
9.448 |
-0.084 |
-1 |
379,840 |
-1 |
|
| 11/16/20 |
5/09/22 |
539 |
|
- cash - |
| |
5/09/22 |
2/06/23 |
273 |
 |
 |
 |
Netflix |
100 |
2,710 |
|
140.115 |
300.838 |
0.000 |
-140.115 |
-100 |
129 |
-100 |
|
| 2/06/23 |
5/08/23 |
91 |
|
- cash - |
| |
5/08/23 |
6/12/23 |
35 |
 |
 |
 |
U.S. Bancorp |
100 |
5 |
|
23.550 |
25.730 |
21.371 |
-2.179 |
-9 |
118 |
-64 |
|
| 6/12/23 |
10/02/23 |
112 |
|
- cash - |
| |
10/02/23 |
12/04/23 |
63 |
 |
 |
 |
NextEra Energy |
100 |
2 |
|
42.993 |
46.466 |
39.519 |
-3.474 |
-8 |
111 |
-39 |
|
| 12/04/23 |
6/23/26 |
932 |
|
- cash - |
| accum | 2/11/08 |
12/04/23 | 1666 |
days out of 7477 invested (22%) |
-99 |
111 |
-63 |
|
Instrument Related Contribution
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | | | total |
| AIG | short | 6/16/08 | 7/20/09 | 399 | 349.28 | 8.24 | 14,805.03 | 14,455.75 | 4,138.79 | | | 4,138.79 |
| Citigroup | | 2/11/08 | 5/19/08 | 98 | 132.64 | 117.44 | 149.82 | 17.18 | 12.95 | | | 12.95 |
| Bank of America | | 8/30/10 | 10/18/10 | 49 | 7.93 | 7.72 | 8.16 | 0.22 | 2.80 | | | |
| | | 8/08/11 | 1/02/12 | 147 | 3.97 | 3.73 | 4.22 | 0.25 | 6.30 | | | 9.27 |
| Ford Motor | | 10/15/18 | 2/18/19 | 126 | 6.69 | 6.60 | 6.78 | 0.09 | 1.32 | | | 1.32 |
| Occidental Pet | | 3/09/20 | 11/16/20 | 252 | 9.53 | 9.62 | 9.45 | -0.08 | -0.88 | | | -0.88 |
| NextEra Energy | | 10/02/23 | 12/04/23 | 63 | 42.99 | 46.47 | 39.52 | -3.47 | -8.08 | | | -8.08 |
| U.S. Bancorp | | 5/08/23 | 6/12/23 | 35 | 23.55 | 25.73 | 21.37 | -2.18 | -9.25 | | | -9.25 |
| Kinder Morgan | | 12/14/15 | 5/16/16 | 154 | 10.57 | 11.96 | 9.18 | -1.39 | -13.14 | | | -13.14 |
| Devon Energy | | 8/24/15 | 11/02/15 | 70 | 24.14 | 27.98 | 20.30 | -3.84 | -15.91 | | | -15.91 |
| Netflix | | 5/09/22 | 2/06/23 | 273 | 140.11 | 300.84 | 0.00 | -140.11 | -100.00 | | | -100.00 |
Annotations
| 2/26/24 | Walmart | | | stock split 1:3 (three 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) |
| 6/06/22 | Amazon.com | | | stock split 1:20 (twenty for one) |
| 4/03/20 | Raytheon Tech | | | spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger |
| 6/19/18 | S&P 100 | | | removal of Monsanto (Bayer) and Time Warner (AT&T) due to acquisitions |
| 9/01/17 | S&P 100 | | | Charter Communications replaces DuPont |
| 2/21/17 | Comcast | | | split 1:2 (two for one) |
| 12/17/16 | S&P 100 | | | index components adjustment
in: Danaher, Duke Energy and NextEra Energy
out: Anadarko Petroleum, Devon Energy and Norfolk Southern |
| 9/07/16 | S&P 100 | | | Kraft Heinz replaces EMC2 |
| 12/24/15 | Nike | | | stock split 1:2 (two for one) |
| 11/02/15 | S&P 100 | | | BlackRock replaces HP |
| | Hewlett-Packard | | | forward stock split 1000:2202 (two thousand two hundred and two for one thousand) |
| | Hewlett-Packard | | | spin-off of HP Enterprise |
| 9/01/15 | S&P 100 | | | complete analysis |
| 7/20/15 | S&P 100 | | | PayPal replaces eBay |
| | eBay | | | spin-off of PayPal ratio 2790 : 3839 |
| 7/14/15 | Netflix | | | forward stock split 1:7 (seven for one) |
| 6/30/15 | S&P 100 | | | Priceline replaces Baxter |
| | Baxter | | | drops out of S&P 100 |
| 4/09/15 | Starbucks | | | forward stock split 1:2 (two for one) |
| 3/20/15 | S&P 100 | | | Actavis, Celgene and Kinder Morgan replace Apache, Freeport-McMoRan and National Oilwell Varco |
| 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 |
|