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

Assessment - United States - 1/02/06 - RS = 26

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	1/02/06	⇓ Δwk	7/04/05	prc diff	⇓ Δ26	∅-RS
		S&P 500	5,344.390	8/12/24		1,268.800		1,204.990	63.810	5.30	5.08
	S	Monster Beverage	45.890	8/12/24	-0.37	1.728		0.930	0.798	85.85	135.79
		Intuitive Surgical	465.530	8/12/24	0.46	12.870		5.397	7.473	138.48	106.43
		Regeneron	1,121.090	8/12/24	-0.90	15.900		9.040	6.860	75.88	106.26
	L	Vertex	464.510	8/12/24	-0.84	27.900		16.120	11.780	73.08	93.95
	S	salesforce.com	251.310	8/12/24	-0.48	8.560		4.875	3.685	75.59	77.94
		AMD	136.770	8/12/24	1.86	32.400		18.040	14.360	79.60	69.53
	L	Alphabet A	162.290	8/12/24	-0.84	10.914		7.416	3.499	47.18	69.28
	L	Alphabet C	163.950	8/12/24	-0.87	10.840		7.365	3.475	47.18	69.27
	L	Apple	217.530	8/12/24	0.71	2.670		1.356	1.313	96.83	68.80
		Netflix	633.140	8/12/24	-0.13	3.721		2.349	1.373	58.45	65.53
	L	Ormat Technologies	71.710	8/12/24	-1.10	27.970		18.800	9.170	48.78	52.42
		Marvell Tech	60.510	8/12/24	-0.08	30.690		19.950	10.740	53.83	48.78
		Freeport-McMoRan	41.560	8/12/24	1.24	28.240		18.990	9.250	48.71	37.60
	L	NVidia	109.020	8/12/24	4.08	0.319		0.227	0.091	40.22	37.44
	S	Illumina	124.540	8/12/24	0.79	7.405		6.140	1.265	20.60	34.57
	S	Gilead Sciences	72.990	8/12/24	-0.91	13.675		11.197	2.478	22.13	32.92
	S	Halliburton	31.380	8/12/24	1.23	32.670		24.820	7.850	31.63	31.59
		Lam Research	810.890	8/12/24	0.37	39.070		28.990	10.080	34.77	29.51
		Keurig Dr Pepper	34.800	8/12/24	0.69						28.81
		ON Semiconductor	70.370	8/12/24	-1.30	5.770		4.500	1.270	28.22	28.41
		Baker Hughes	35.150	8/12/24	0.23	63.930		53.120	10.810	20.35	27.02
	L	C.H. Robinson	98.700	8/12/24	0.20	37.300		29.385	7.915	26.94	26.66
		Devon Energy	45.330	8/12/24	0.91	64.690		54.070	10.620	19.64	26.62
		Adobe	530.930	8/12/24	-1.00	38.520		27.980	10.540	37.67	26.25
		⇓instrument	freshest		⇓ Δday	1/02/06	⇓ Δwk	7/04/05	prc diff	⇓ Δ26	∅-RS
		Fastenal	65.710	8/12/24	-1.02	9.785		7.814	1.972	25.23	25.68
	S	Old Dominion FL	190.620	8/12/24	-1.35	4.019		2.880	1.139	39.56	24.59
	S	UnitedHealth	565.290	8/12/24	1.17	61.730		53.230	8.500	15.97	21.65
		Expeditors Wash	119.110	8/12/24	0.03	33.720		25.440	8.280	32.55	21.42
	L	HP	33.780	8/12/24	0.72	13.065		10.768	2.298	21.34	21.02
		Amazon.com	166.800	8/12/24	-0.08	2.379		1.704	0.675	39.61	20.86
		Intuit	627.410	8/12/24	-0.44	27.040		22.405	4.635	20.69	20.82
		Norfolk Southern	237.180	8/12/24	-1.02	43.450		31.270	12.180	38.95	20.14
	S	Union Pacific	236.750	8/12/24	-0.32	20.037		16.235	3.802	23.42	19.10
		IDEXX Labs	479.930	8/12/24	-0.60	36.185		31.625	4.560	14.42	18.58
	L	Texas Instruments	192.060	8/12/24	-0.08	33.240		28.940	4.300	14.86	18.20
		Autodesk	239.570	8/12/24	-0.36	42.750		34.130	8.620	25.26	17.98
		Landstar System	185.110	8/12/24	-1.04	41.800		30.470	11.330	37.18	17.81
	L	Micron Technology	94.640	8/12/24	1.68	13.510		10.500	3.010	28.67	17.57
		O'Reilly	1,121.070	8/12/24	-0.30	31.990		29.750	2.240	7.53	17.34
	L	Amgen	320.000	8/12/24	-0.77	80.360		62.510	17.850	28.56	17.13
	L	AstraZeneca	82.520	8/12/24	1.64	25.150		20.705	4.445	21.47	17.06
	L	Kirby	116.510	8/12/24	-0.14	26.550		23.850	2.700	11.32	16.19
		Edison International	82.410	8/12/24	0.52	44.770		40.570	4.200	10.35	16.03
	L	Goldman Sachs	485.500	8/12/24	-0.97	128.870		102.250	26.620	26.03	15.72
		Starbucks	77.030	8/12/24	2.58	15.435		12.995	2.440	18.78	15.71
		Steelcase	12.290	8/12/24	-1.76	16.150		14.400	1.750	12.15	15.59
	S	CSX	33.500	8/12/24	-1.47	2.775		2.407	0.368	15.29	15.48
	S	FedEx	279.150	8/12/24	0.63	103.320		83.000	20.320	24.48	14.98
		Caterpillar	336.030	8/12/24	-0.66	57.800		48.085	9.715	20.20	14.96
		⇓instrument	freshest		⇓ Δday	1/02/06	⇓ Δwk	7/04/05	prc diff	⇓ Δ26	∅-RS
		Paychex	123.750	8/12/24	-0.57	38.630		33.030	5.600	16.95	14.61
		AIG	71.610	8/12/24	-0.62	1,392.400		1,189.800	202.600	17.03	14.42
		Boeing	164.130	8/12/24	-2.25	70.440		65.420	5.020	7.67	14.40
		Travelers Companies	209.730	8/12/24	-1.29	45.990		40.280	5.710	14.18	14.21
	L	PSEG	80.510	8/12/24	0.81	33.310		30.705	2.605	8.48	13.97
		Alaska Air Group	34.590	8/12/24	-0.26	8.812		7.455	1.357	18.20	13.82
		Simon Property	153.100	8/12/24	-3.51	78.430		73.920	4.510	6.10	13.42
		MetLife	69.850	8/12/24	-0.40	50.520		46.630	3.890	8.34	13.13
	L	Qualcomm	162.890	8/12/24	-0.97	44.000		33.590	10.410	30.99	13.08
	L	eBay	55.810	8/12/24	-1.26	18.712		14.116	4.596	32.56	12.77
		Roper Technologies	520.070	8/12/24	-1.27	39.550		35.570	3.980	11.19	12.51
	L	Biogen	201.040	8/12/24	-0.48	46.740		34.090	12.650	37.11	12.41
		Synopsys	520.840	8/12/24	-0.74	20.460		16.800	3.660	21.79	12.38
	S	Cognizant	73.140	8/12/24	-1.72	12.667		11.915	0.752	6.31	11.81
		JP Morgan Chase	206.190	8/12/24	0.19	40.190		34.970	5.220	14.93	11.56
		Southwest Airlines	25.380	8/12/24	0.20	16.430		13.780	2.650	19.23	11.35
		Lowe´s	231.070	8/12/24	-2.02	33.535		29.110	4.425	15.20	11.24
		Exelon	36.900	8/12/24	-0.54	54.620		51.750	2.870	5.55	11.19
		Emerson Electric	103.070	8/12/24	-0.60	37.565		31.660	5.905	18.65	10.89
		Capital One	132.120	8/12/24	-1.56	86.980		79.000	7.980	10.10	10.88
		FirstEnergy	42.200	8/12/24	0.55	50.030		48.510	1.520	3.13	10.53
		Ansys	313.310	8/12/24	0.69	19.795		17.675	2.120	11.99	10.47
	L	Altria	50.310	8/12/24	-0.24	18.714		16.235	2.479	15.27	10.46
	S	J.B. Hunt	162.770	8/12/24	-0.20	22.730		19.960	2.770	13.88	10.10
		Deckers Outdoor	918.300	8/12/24	3.15	9.800		8.367	1.433	17.13	9.97
		⇓instrument	freshest		⇓ Δday	1/02/06	⇓ Δwk	7/04/05	prc diff	⇓ Δ26	∅-RS
	L	Raytheon Tech	116.600	8/12/24	0.39	35.576		32.498	3.077	9.47	9.55
	S	Molina Healthcare	337.670	8/12/24	-0.15	26.460		23.700	2.760	11.65	9.51
	L	Costco	863.570	8/12/24	1.01	49.920		45.320	4.600	10.15	9.31
		American Express	237.050	8/12/24	-0.34	52.580		47.431	5.149	10.86	8.96
	L	LTC Properties	35.900	8/12/24	-0.22	21.680		21.890	-0.210	-0.96	8.68
		Applied Materials	193.090	8/12/24	1.00	18.330		16.270	2.060	12.66	8.46
		Ross Stores	140.670	8/12/24	0.74	7.360		7.393	-0.032	-0.44	8.20
	L	Morgan Stanley	94.840	8/12/24	0.13	58.310		53.770	4.540	8.44	8.13
		KLA-Tencor	757.540	8/12/24	1.44	50.690		44.370	6.320	14.24	8.05
		PepsiCo	171.420	8/12/24	-0.56	59.760		53.550	6.210	11.60	7.84
	S	Medtronic	81.190	8/12/24	-1.04	57.850		52.440	5.410	10.32	7.65
		BNY Mellon	63.270	8/12/24	-0.80	32.510		29.090	3.420	11.76	7.64
		Thermo Fisher	599.070	8/12/24	0.48	30.280		26.730	3.550	13.28	7.45
		Merck (MSD)	113.480	8/12/24	-0.93	32.750		31.100	1.650	5.31	7.33
		Marsh & McLennan	217.350	8/12/24	-1.23	31.880		27.690	4.190	15.13	7.15
	L	Procter & Gamble	166.810	8/12/24	-2.19	58.780		52.750	6.030	11.43	6.77
	S	ConocoPhilips	110.030	8/12/24	2.04	46.794		47.359	-0.565	-1.19	6.41
	S	Potlatch	40.860	8/12/24	-1.99	52.600		54.190	-1.590	-2.93	6.11
		Dominion Resources	54.720	8/12/24	0.46	39.580		37.120	2.460	6.63	6.09
		Interface	16.310	8/12/24	-0.79	8.700		8.500	0.200	2.35	5.86
		Citigroup	57.840	8/12/24		492.900		464.600	28.300	6.09	5.79
	L	California Water	52.330	8/12/24	-0.42	19.255		19.175	0.080	0.42	5.78
		Automatic Data	259.120	8/12/24	-1.17	46.330		42.180	4.150	9.84	5.49
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	27.455		25.185	2.270	9.01	5.45
	S	McDonald´s	269.460	8/12/24	0.58	33.520		27.970	5.550	19.84	5.22
		⇓instrument	freshest		⇓ Δday	1/02/06	⇓ Δwk	7/04/05	prc diff	⇓ Δ26	∅-RS
		Wells Fargo	52.060	8/12/24	-1.33	31.900		30.600	1.300	4.25	5.11
	S	Sirius XM	2.980	8/12/24	-5.10	6.520		6.610	-0.090	-1.36	4.84
	S	Xerox	9.710	8/12/24	-2.51	59.640		55.400	4.240	7.65	4.83
	L	Bank of America	38.170	8/12/24	-0.29	47.080		45.110	1.970	4.37	4.81
		Eli Lilly	884.380	8/12/24	-0.82	57.360		55.720	1.640	2.94	4.52
		Ryder System	131.840	8/12/24	-1.29	40.740		37.680	3.060	8.12	4.44
		General Dynamics	291.200	8/12/24	-0.61	57.500		55.315	2.185	3.95	4.12
		Marriott	214.680	8/12/24	-1.51	33.755		34.550	-0.795	-2.30	4.04
		Lockheed Martin	556.910	8/12/24	0.97	63.550		63.980	-0.430	-0.67	4.03
		Microsoft	406.810	8/12/24	0.19	26.840		24.980	1.860	7.45	3.90
	L	AES	16.710	8/12/24	0.30	16.200		16.500	-0.300	-1.82	3.82
		Berkshire Hathaway	430.390	8/12/24	-0.30	59.300		56.400	2.900	5.14	3.77
		Target	135.020	8/12/24	-0.35	54.720		56.040	-1.320	-2.36	3.57
	L	AEP	97.140	8/12/24	-0.40	37.360		37.280	0.080	0.21	3.47
	S	Baxter	36.930	8/12/24	-0.59	20.837		20.375	0.462	2.27	3.34
	L	Southern	87.200	8/12/24	0.46	35.070		35.160	-0.090	-0.26	3.34
		Consolidated Edison	101.940	8/12/24	0.91	46.700		46.990	-0.290	-0.62	3.31
	S	UPS	124.860	8/12/24	-0.76	75.550		68.920	6.630	9.62	3.25
		Fiserv	161.100	8/12/24	-0.30	10.923		10.918	0.005	0.05	3.18
	S	Intel	19.360	8/12/24	-1.78	25.570		26.680	-1.110	-4.16	3.04
	L	AT&T	19.430	8/12/24	-0.31	24.710		24.100	0.610	2.53	3.00
		Chevron	145.020	8/12/24	0.02	59.080		58.560	0.520	0.89	2.90
		Home Depot	345.810	8/12/24	-0.81	41.240		40.080	1.160	2.89	2.83
		U.S. Bancorp	41.470	8/12/24	-1.43	30.280		29.240	1.040	3.56	2.67
	S	CoStar	72.030	8/12/24	-2.50	4.406		4.604	-0.198	-4.30	2.57
		⇓instrument	freshest		⇓ Δday	1/02/06	⇓ Δwk	7/04/05	prc diff	⇓ Δ26	∅-RS
		Nike	74.640	8/12/24	0.40	10.744		10.839	-0.095	-0.88	2.35
		Kadant	290.300	8/12/24	-1.48	19.880		21.920	-2.040	-9.31	1.88
	L	3M	123.360	8/12/24	-0.65	79.110		73.620	5.490	7.46	1.87
	L	Honeywell	196.790	8/12/24	-0.73	37.460		35.960	1.500	4.17	1.58
	L	NextEra Energy	77.580	8/12/24	0.15	10.515		10.748	-0.233	-2.16	1.41
	S	Walgreens Boots	10.200	8/12/24	-4.49	45.390		46.700	-1.310	-2.81	1.22
	L	Xcel Energy	58.020	8/12/24	0.10	18.570		19.560	-0.990	-5.06	0.87
		Exxon Mobil	119.000	8/12/24	0.13	58.470		60.140	-1.670	-2.78	0.64
	L	Duke Energy	113.370	8/12/24	0.62	50.298		54.363	-4.065	-7.48	0.51
		General Electric	166.870	8/12/24	-0.16	282.960		277.760	5.200	1.87	0.35
	L	Analog Devices	212.080	8/12/24	0.36	36.700		37.570	-0.870	-2.32	0.32
		Cintas	759.630	8/12/24	0.53	39.180		37.340	1.840	4.93	-0.53
		Paccar	92.170	8/12/24	-0.74	31.266		30.382	0.884	2.91	-0.69
		Booking	3,439.180	8/12/24	-0.11	22.680		23.260	-0.580	-2.49	-0.77
		Electronic Arts	145.910	8/12/24	-0.47	56.560		57.920	-1.360	-2.35	-0.96
	L	Adtalem	71.460	8/12/24	-0.85	19.450		20.690	-1.240	-5.99	-1.47
		IBM	189.480	8/12/24	-1.03	82.060		74.790	7.270	9.72	-1.59
	S	Dollar Tree	93.900	8/12/24	-1.21	8.066		8.216	-0.150	-1.83	-1.76
	L	Oracle	132.580	8/12/24	0.39	12.600		13.270	-0.670	-5.05	-1.79
		MillerKnoll	27.140	8/12/24	-3.49	28.910		31.000	-2.090	-6.74	-1.82
	S	CVS Health	55.810	8/12/24	-2.28	26.350		29.890	-3.540	-11.84	-2.03
		Copart	50.260	8/12/24	-1.43	1.439		1.533	-0.094	-6.11	-3.26
		Encompass Health	86.860	8/12/24	1.33	24.250		26.200	-1.950	-7.44	-3.56
	S	Cisco Systems	44.860	8/12/24	-1.34	17.450		18.820	-1.370	-7.28	-3.77
	S	Bristol-Myers	47.060	8/12/24	0.73	23.240		25.270	-2.030	-8.03	-3.86
		⇓instrument	freshest		⇓ Δday	1/02/06	⇓ Δwk	7/04/05	prc diff	⇓ Δ26	∅-RS
		FuelCell Energy	0.441	8/12/24	-1.61	1,280.160		1,512.000	-231.840	-15.33	-3.86
	L	Coca-Cola	68.170	8/12/24	-0.74	20.450		21.200	-0.750	-3.54	-4.27
	S	Johnson & Johnson	159.880	8/12/24	-0.46	61.630		64.850	-3.220	-4.97	-4.57
	L	Fox A	38.830	8/12/24	-1.27	15.390		16.190	-0.800	-4.94	-4.59
	L	Walmart	68.700	8/12/24	1.10	15.410		16.600	-1.190	-7.17	-5.13
	L	Pfizer	28.450	8/12/24	-0.35	23.780		27.050	-3.270	-12.09	-6.41
		Walt Disney	85.950	8/12/24	-0.30	24.356		24.995	-0.639	-2.56	-6.96
	L	United Natural Foods	12.320	8/12/24	-1.28	27.280		30.720	-3.440	-11.20	-9.77
		Verizon	40.530	8/12/24	-0.54	29.143		33.498	-4.355	-13.00	-10.09
	S	Mondelez	69.280	8/12/24	-0.63	18.207		20.648	-2.441	-11.82	-10.53
		Abbott Labs	107.800	8/12/24	-0.84	19.775		24.475	-4.700	-19.20	-12.45
	S	Align Technology	213.570	8/12/24	-0.63	6.280		7.790	-1.510	-19.38	-13.41
	L	Plug Power	1.950	8/12/24	-1.02	5.280		5.910	-0.630	-10.66	-13.77
	S	Comcast	38.530	8/12/24	-1.41	8.743		10.153	-1.410	-13.89	-14.15
	L	Take-Two Interactive	147.290	8/12/24	1.71	18.050		25.690	-7.640	-29.74	-22.15
	S	Ford Motor	9.860	8/12/24	-2.38	7.830		10.400	-2.570	-24.71	-22.98
		AbbVie	190.180	8/12/24	0.13						-na-
		Airbnb	113.620	8/12/24	-1.27						-na-
		Altus Power	2.940	8/12/24	-6.96						-na-
	S	American Airlines	9.610	8/12/24	-2.54	37.450					-na-
	L	American Water	142.560	8/12/24	0.20						-na-
	L	Array Tech	7.030	8/12/24	-0.99						-na-
	S	Atlassian	140.550	8/12/24	-0.62						-na-
		Avis Budget	83.110	8/12/24	-4.43						-na-
	L	Bloom Energy	11.140	8/12/24	-3.05						-na-
		⇓instrument	freshest		⇓ Δday	1/02/06	⇓ Δwk	7/04/05	prc diff	⇓ Δ26	∅-RS
		Broadcom	148.620	8/12/24	0.24						-na-
		Cadence	266.640	8/12/24	-1.29	17.260		14.180	3.080	21.72	-na-
		CDW	212.100	8/12/24	-0.76						-na-
	L	Charter Comm	350.760	8/12/24	-3.75						-na-
		Constellation Energy	187.330	8/12/24	-1.16						-na-
		CrowdStrike	239.340	8/12/24	-0.65						-na-
		Datadog	112.160	8/12/24	-0.11						-na-
		Delta Air Lines	39.060	8/12/24	-0.61						-na-
		DexCom	71.270	8/12/24	2.16	3.625		3.130	0.495	15.81	-na-
		Diamondback Energy	201.290	8/12/24	0.76						-na-
		DoorDash	124.040	8/12/24	0.19						-na-
		Dow	52.220	8/12/24	-0.84						-na-
	L	DuPont	78.330	8/12/24	-0.25						-na-
		Energy Recovery	16.600	8/12/24	-0.30						-na-
	L	Enphase Energy	109.110	8/12/24	1.16						-na-
	L	First Solar	219.230	8/12/24	3.51						-na-
	S	Fortinet	70.360	8/12/24	0.96						-na-
		GE HealthCare	82.370	8/12/24	-1.24						-na-
	L	General Motors	42.990	8/12/24	-1.13						-na-
		GlobalFoundries	43.230	8/12/24	-1.05						-na-
	L	Hannon Armstrong SIC	30.210	8/12/24	-1.63						-na-
	S	Kraft Heinz	34.170	8/12/24	-3.12						-na-
		Mastercard	455.690	8/12/24	-0.24						-na-
		Matson	130.130	8/12/24	0.73						-na-
		Meta Platforms	515.950	8/12/24	-0.35						-na-
		⇓instrument	freshest		⇓ Δday	1/02/06	⇓ Δwk	7/04/05	prc diff	⇓ Δ26	∅-RS
	L	Moderna	81.290	8/12/24	-4.29						-na-
	S	MongoDB	232.370	8/12/24	-1.08						-na-
		Palo Alto Networks	331.100	8/12/24	-0.11						-na-
		PayPal	63.460	8/12/24	-1.95						-na-
	L	Philip Morris	116.090	8/12/24	0.07						-na-
	S	Shoals Technologies	5.130	8/12/24	0.20						-na-
	L	Sprouts	96.180	8/12/24	-0.10						-na-
	L	Sunnova Energy	6.620	8/12/24	-4.47						-na-
	L	SunPower	0.200	8/12/24	-4.76	33.860					-na-
	L	Sunrun	17.330	8/12/24	-3.13						-na-
	L	T-Mobile US	194.950	8/12/24	0.39						-na-
		Tesla Motors	197.490	8/12/24	-1.26						-na-
	L	The Trade Desk	97.040	8/12/24	-2.28						-na-
		Uber Technologies	69.260	8/12/24	1.05						-na-
		United Airlines	40.420	8/12/24	-2.51						-na-
	L	Verisk Analytics	262.360	8/12/24	-0.67						-na-
		Visa	259.890	8/12/24	0.05						-na-
		Warner Bros. Disc	6.710	8/12/24	-4.55	7.675		7.650	0.025	0.33	-na-
	S	Workday	210.570	8/12/24	-0.65						-na-
		Zscaler	172.550	8/12/24	-1.04						-na-
USA - 167 out of 219 instruments rated - 1/02/06 / 7/04/05 - 119 did rise, Market-Ratio(26) = 71.26 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	USA RS = 26 - B/S = 60/40

1/04/21	scale up chart	7/01/24

Transactions United States * 26 - 60/40 (2)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		1/07/08	735		- cash -
short	1/07/08	5/18/09	497		Avis Budget	50	480	10.400	3.430	31.534	21.134	203	20,144	126
					American Airlines	50	409	12.230	3.160	47.333	35.103	287	34,501	170
100							245						148
long	5/18/09	7/05/10	413		Avis Budget	50	5,029	3.430	8.710		5.280	154	61,054	128
					Liberty Media	50	4,990	3.457	10.665		7.208	209	97,022	171
100							181						149
short	7/05/10	7/26/10	21		SunPower	50	3,822	12.690	13.340	12.040	-0.650	-5	94,538	-60
					Monsanto	50	1,075	45.120	57.320	32.920	-12.200	-27	81,423	-100
100							-16						-95
long	7/26/10	8/08/11	378		United Airlines	50	1,678	24.250	16.610		-7.640	-32	68,603	-31
					American Airlines	50	3,733	10.910	4.970		-5.940	-54	46,429	-53
100							-43						-42
short	8/08/11	1/30/12	175		Bank of America	50	3,565	6.510	7.070	5.950	-0.560	-9	44,433	-17
					SunEdison	50	4,662	4.980	4.810	5.156	0.176	4	45,253	8
100							-3						-5
long	1/30/12	8/24/15	1302		Regeneron	50	254	88.880	504.580		415.700	468	150,841	63
					Plug Power	50	11,226	2.020	1.760		-0.260	-13	147,922	-4
100							227						39
short	8/24/15	3/28/16	217		Micron Technology	50	5,121	14.440	10.380	20.088	5.648	39	176,846	74
					SunEdison	50	6,894	10.730	1.260	91.375	80.645	752	732,814	3,570
100							395						1,376
long	3/28/16	7/30/18	854		NVidia	50	420,794	0.871	6.103		5.233	601	2,934,619	130
					Energy Recovery	50	37,010	9.900	8.050		-1.850	-19	2,866,150	-8
100							291						79
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	7/30/18	8/06/18	7		Dish Network	50	46,786	30.630	36.200	25.060	-5.570	-18	2,605,552	-100
					United Natural Foods	50	44,798	31.990	34.020	29.960	-2.030	-6	2,514,612	-97
100							-12						-100
long	8/06/18	12/17/18	133		Sunrun	50	90,388	13.910	13.110		-0.800	-6	2,442,302	-15
					Enphase Energy	50	218,283	5.760	5.530		-0.230	-4	2,392,097	-11
100							-5						-13
short	12/17/18	4/15/19	119		United Natural Foods	50	110,336	10.840	13.310	8.370	-2.470	-23	2,119,567	-55
					Western Digital	50	31,269	38.250	51.860	24.640	-13.610	-36	1,693,996	-74
100							-29						-65
long	4/15/19	3/09/20	329		Xilinx	50	6,318	134.060	73.680		-60.380	-45	1,312,515	-49
					Enphase Energy	50	88,321	9.590	43.380		33.790	352	4,296,882	434
100							154						181
short	3/09/20	8/31/20	175		Halliburton	50	263,612	8.150	16.180	0.120	-8.030	-99	2,180,077	-100
					Occidental Pet	50	171,738	12.510	12.740	12.280	-0.230	-2	2,140,578	-4
100							-50						-77
long	8/31/20	8/12/24	1442		Tesla Motors	50	6,443	166.107	197.490		31.383	19	2,342,778	4
		10/08/20	38		Vivint Solar	50	34,661	30.880	43.080		12.200	40	2,765,643	2,349
100							29						7
	10/12/20	2/28/22	504		Sunrun	50	23,408	63.790	27.280		-36.510	-57	1,911,016	-46
50							-57						-46
short	2/28/22	12/12/22	287		PayPal	50	5,705	111.930	73.800	169.761	57.831	52	2,240,939	70
					Beyond Meat	50	0	46.780	14.680	149.071	102.291	219	2,240,939	0
100							52						70
long	12/12/22	3/13/23	91		First Solar	50	6,444	150.280	203.580		53.300	35	2,584,405	238
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
					Array Tech	50	0	20.610	19.660		-0.950	-5	2,584,405	0
100							35						238
short	3/13/23	3/27/23	14		Lucid	50	167,343	7.840	8.140	7.540	-0.300	-4	2,534,202	-64
					Rivian Automotive	50	0	13.730	13.310	14.163	0.433	3	2,534,202	0
100							-4						-64
long	3/27/23	10/30/23	217		NVidia	50	47,558	26.531	41.161		14.630	55	3,229,975	109
					First Solar	50	0	210.140	136.320		-73.820	-35	3,229,975	0
100							55						109
short	10/30/23	11/27/23	28		SunPower	50	489,386	4.000	4.020	3.980	-0.020	-1	3,220,188	-6
					Enphase Energy	50	0	78.660	97.800	59.520	-19.140	-24	3,220,188	0
100							0						-6
long	11/27/23	8/12/24	259		NVidia	50	40,374	48.242	109.020		60.778	126	5,674,039	215
					Meta Platforms	50	0	334.700	515.950		181.250	54	5,674,039	0
100							126						215
accum	1/07/08	8/12/24	6296	days out of 7031 invested (90%)							56,640		5,674,039	44

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
NVidia	long	3/28/16	7/30/18	854	0.87	6.10		5.23	600.92	50	300.46
	long	3/27/23	10/30/23	217	26.53	41.16		14.63	55.14		27.57
	long	11/27/23	8/12/24	259	48.24	109.02		60.78	125.99		62.99	732.68
SunEdison	short	8/08/11	1/30/12	175	4.98	4.81	5.16	0.18	3.53		1.77
	short	8/24/15	3/28/16	217	10.73	1.26	91.38	80.65	751.59		375.79	384.20
Avis Budget	short	1/07/08	5/18/09	497	10.40	3.43	31.53	21.13	203.21		101.60
	long	5/18/09	7/05/10	413	3.43	8.71		5.28	153.94		76.97	256.77
Regeneron	long	1/30/12	8/24/15	1302	88.88	504.58		415.70	467.71		233.85	233.85
Enphase Energy	long	8/06/18	12/17/18	133	5.76	5.53		-0.23	-3.99		-2.00
	long	4/15/19	3/09/20	329	9.59	43.38		33.79	352.35		176.17
	short	10/30/23	11/27/23	28	78.66	97.80	59.52	-19.14	-24.33		-12.17	137.73
Beyond Meat	short	2/28/22	12/12/22	287	46.78	14.68	149.07	102.29	218.66		109.33	109.33
Liberty Media	long	5/18/09	7/05/10	413	3.46	10.67		7.21	208.50		104.25	104.25
American Airlines	short	1/07/08	5/18/09	497	12.23	3.16	47.33	35.10	287.03		143.51
	long	7/26/10	8/08/11	378	10.91	4.97		-5.94	-54.45		-27.22	77.22
Meta Platforms	long	11/27/23	8/12/24	259	334.70	515.95		181.25	54.15		27.08	27.08
PayPal	short	2/28/22	12/12/22	287	111.93	73.80	169.76	57.83	51.67		25.83	25.83
Vivint Solar	long	8/31/20	10/08/20	38	30.88	43.08		12.20	39.51		19.75	19.75
Micron Technology	short	8/24/15	3/28/16	217	14.44	10.38	20.09	5.65	39.11		19.56	19.56
Tesla Motors	long	8/31/20	8/12/24	1442	166.11	197.49		31.38	18.89		9.45	9.45
Rivian Automotive	short	3/13/23	3/27/23	14	13.73	13.31	14.16	0.43	3.16		1.58	1.58
Occidental Pet	short	3/09/20	8/31/20	175	12.51	12.74	12.28	-0.23	-1.84		-0.92	-0.92
Lucid	short	3/13/23	3/27/23	14	7.84	8.14	7.54	-0.30	-3.83		-1.91	-1.91
Array Tech	long	12/12/22	3/13/23	91	20.61	19.66		-0.95	-4.61		-2.30	-2.30
SunPower	short	7/05/10	7/26/10	21	12.69	13.34	12.04	-0.65	-5.12		-2.56
	short	10/30/23	11/27/23	28	4.00	4.02	3.98	-0.02	-0.50		-0.25	-2.80
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
First Solar	long	12/12/22	3/13/23	91	150.28	203.58		53.30	35.47		17.73
	long	3/27/23	10/30/23	217	210.14	136.32		-73.82	-35.13		-17.56	-2.95
Bank of America	short	8/08/11	1/30/12	175	6.51	7.07	5.95	-0.56	-8.60		-4.30	-4.30
Plug Power	long	1/30/12	8/24/15	1302	2.02	1.76		-0.26	-12.87		-6.44	-6.44
Dish Network	short	7/30/18	8/06/18	7	30.63	36.20	25.06	-5.57	-18.18		-9.09	-9.09
Energy Recovery	long	3/28/16	7/30/18	854	9.90	8.05		-1.85	-18.69		-9.34	-9.34
Monsanto	short	7/05/10	7/26/10	21	45.12	57.32	32.92	-12.20	-27.04		-13.52	-13.52
United Natural Foods	short	7/30/18	8/06/18	7	31.99	34.02	29.96	-2.03	-6.35		-3.17
	short	12/17/18	4/15/19	119	10.84	13.31	8.37	-2.47	-22.79		-11.39	-14.20
United Airlines	long	7/26/10	8/08/11	378	24.25	16.61		-7.64	-31.51		-15.75	-15.75
Western Digital	short	12/17/18	4/15/19	119	38.25	51.86	24.64	-13.61	-35.58		-17.79	-17.79
Xilinx	long	4/15/19	3/09/20	329	134.06	73.68		-60.38	-45.04		-22.52	-22.52
Sunrun	long	8/06/18	12/17/18	133	13.91	13.11		-0.80	-5.75		-2.88
	long	10/12/20	2/28/22	504	63.79	27.28		-36.51	-57.23		-28.62	-30.67
Halliburton	short	3/09/20	8/31/20	175	8.15	16.18	0.12	-8.03	-98.53		-49.26	-49.26

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