All Reports / Report #227

Simulation Report

Accelerating Momentum

The simulation finished up 38.50% versus contributed principal.
Created at 2026-07-15 10:40:33 / v2 / Updated by Colin ZHao

Simulation Report

Accelerating Momentum

The simulation finished up 38.50% versus contributed principal.

Created at 2026-07-15 10:40:33 / Updated by Colin ZHao

Thesis

No forward-looking thesis was provided.

Goal

Test accelerating-momentum stock selection across rolling 5-year windows

Primary metric: Annualized edge over equal-weight S&P 500 with drawdown and turnover context

Period

Simulation range
2016-07-05 -> 2021-09-22
Starting value
203,467.77
Principal contributed
350,000.00
Ending cash
2,193.12

Strategy Rules

Accelerating Momentum accel-2016-recent-prior-lb6-r1-p2-top15-monthly

  • No look-ahead: rank only as-of current simulated date
  • Momentum must be positive and acceleration must stay above the configured floor

Result

Ending value
484,755.53Portfolio value at the final available date
Total gain/loss
+134,755.53+38.50%
Avg yearly gain
+8.04%Money-weighted annualized return using the recorded deposit schedule
S&P 500 (EW) yearly gain
+18.46%S&P 500 (EW) ending value: 726,722.32
Max drawdown
-43.44%21 open positions at the end of the run

Run Facts

Largest position
8.01%
Cash position
2,193.12 (0.45%)
Unique stocks traded
225

Tax Profile

Unrealized gain exposure
-27,792.78
Long-term tax
0.00
Short-term tax
47,129.00
Dividend tax
1,783.88
Total estimated tax
48,926.07

Strategy Check

  • The strategy followed the trading-universe rule: 225 user-selected stocks were traded, with 313 buys and 292 sells.
  • The strategy met the capital-growth goal in absolute terms, finishing with a 38.50% return on contributed principal.
  • The path was volatile: maximum drawdown reached -43.44%.

Note

Accelerating Momentum: rank by trailing 6m momentum plus recent-vs-prior acceleration; recent window 1m vs prior window 2m; hold top 15; monthly rebalance; negative exits.

Positions At Report Date

Symbol Quantity Last Price Market Value Unit Cost Total Cost $ Gain/Loss % Gain/Loss % of Group
BA 95 216.98 20,613.10 250.52 23,799.40 -3,186.30 -13.39% 4.27%
BLDR 536 53.96 28,922.56 44.76 23,991.36 +4,931.20 +20.55% 5.99%
COTY 2,688 8.32 22,364.16 8.93 24,003.84 -1,639.68 -6.83% 4.63%
DISCA 425 42.33 17,990.85 56.46 23,995.16 -6,004.32 -25.02% 3.73%
DISCK 440 41.34 18,190.00 54.62 24,032.98 -5,842.98 -24.31% 3.77%
EOG 274 74.60 20,440.40 87.65 24,016.10 -3,575.70 -14.89% 4.24%
ETSY 130 219.37 28,518.10 184.80 24,024.00 +4,494.10 +18.71% 5.91%
FANG 249 84.38 21,010.62 96.31 23,981.19 -2,970.57 -12.39% 4.35%
GNRC 60 442.27 26,536.20 396.05 23,763.00 +2,773.20 +11.67% 5.50%
HIG 363 68.93 25,021.59 65.96 23,943.48 +1,078.11 +4.50% 5.19%
ILMN 52 422.75 21,983.15 461.73 24,010.04 -2,026.89 -8.44% 4.56%
KSS 420 53.36 22,411.20 57.20 24,024.00 -1,612.80 -6.71% 4.64%
LEN 407 94.94 38,639.40 75.54 30,743.68 +7,895.72 +25.68% 8.01%
LLY 104 228.30 23,743.20 230.22 23,942.88 -199.68 -0.83% 4.92%
OKE 425 54.85 23,311.25 56.55 24,033.75 -722.50 -3.01% 4.83%
OXY 730 26.75 19,527.50 32.91 24,024.30 -4,496.80 -18.72% 4.05%
TPL 137 140.81 19,290.97 175.12 23,991.59 -4,700.62 -19.59% 4.00%
TRGP 530 46.02 24,390.60 45.31 24,014.30 +376.30 +1.57% 5.05%
TRIP 567 33.48 18,983.16 42.37 24,023.79 -5,040.63 -20.98% 3.93%
UBER 450 44.87 20,191.50 53.35 24,007.50 -3,816.00 -15.90% 4.18%
XOM 371 55.21 20,482.91 64.66 23,988.86 -3,505.95 -14.61% 4.24%

As of 2021-09-22

Show types
Date Action Symbol Qty Price Acquired Term Cash Note
2021-09-09 DIVIDEND OXY 730 0.01 +7.30
2021-09-07 DIVIDEND KSS 420 0.25 +105.00
2021-09-01 INTEREST +0.02
2021-08-12 DIVIDEND LLY 104 0.85 +88.40
2021-08-12 DIVIDEND XOM 371 0.87 +322.77
2021-08-02 INTEREST +0.01
2021-07-15 DIVIDEND EOG 274 1.41 +387.16
2021-07-01 INTEREST +0.01
2021-07-01 DIVIDEND LEN 407 0.24 +98.50
2021-06-25 BUY LLY 104 230.22 -23942.88 Accelerating momentum new: rank 15, 6m momentum 40.2%, recent 1m 14.5%, acceleration 6.1%, target weight 6.7%.
2021-06-25 BUY ETSY 130 184.8 -24024.00 Accelerating momentum new: rank 14, 6m momentum 20.0%, recent 1m 9.9%, acceleration 26.7%, target weight 6.7%.
2021-06-25 BUY ILMN 52 461.73 -24010.04 Accelerating momentum new: rank 13, 6m momentum 31.8%, recent 1m 19.4%, acceleration 20.3%, target weight 6.7%.
2021-06-25 BUY OKE 425 56.55 -24033.75 Accelerating momentum new: rank 12, 6m momentum 49.3%, recent 1m 7.7%, acceleration 5.1%, target weight 6.7%.
2021-06-25 BUY TRGP 530 45.31 -24014.30 Accelerating momentum new: rank 11, 6m momentum 53.0%, recent 1m 19.6%, acceleration 2.9%, target weight 6.7%.
2021-06-25 BUY XOM 371 64.66 -23988.86 Accelerating momentum new: rank 10, 6m momentum 49.7%, recent 1m 9.7%, acceleration 7.6%, target weight 6.7%.
2021-06-25 BUY EOG 274 87.65 -24016.10 Accelerating momentum new: rank 9, 6m momentum 58.0%, recent 1m 10.1%, acceleration 3.8%, target weight 6.7%.
2021-06-25 BUY GNRC 60 396.05 -23763.00 Accelerating momentum new: rank 8, 6m momentum 45.8%, recent 1m 23.7%, acceleration 22.4%, target weight 6.7%.
2021-06-25 BUY TRIP 567 42.37 -24023.79 Accelerating momentum new: rank 7, 6m momentum 55.8%, recent 1m 2.0%, acceleration 27.5%, target weight 6.7%.
2021-06-25 BUY KSS 420 57.2 -24024.00 Accelerating momentum new: rank 6, 6m momentum 80.3%, recent 1m 2.5%, acceleration 7.9%, target weight 6.7%.
2021-06-25 BUY FANG 249 96.31 -23981.19 Accelerating momentum new: rank 5, 6m momentum 76.0%, recent 1m 23.0%, acceleration 19.7%, target weight 6.7%.
2021-06-25 BUY OXY 730 32.91 -24024.30 Accelerating momentum new: rank 4, 6m momentum 60.5%, recent 1m 30.1%, acceleration 39.0%, target weight 6.7%.
2021-06-25 BUY DISCK 440 54.62 -24032.98 Accelerating momentum new: rank 3, 6m momentum 97.1%, recent 1m -4.9%, acceleration 16.5%, target weight 6.7%.
2021-06-25 BUY DISCA 425 56.46 -23995.16 Accelerating momentum new: rank 2, 6m momentum 100.3%, recent 1m -5.2%, acceleration 16.7%, target weight 6.7%.
2021-06-25 BUY TPL 137 175.12 -23991.59 Accelerating momentum new: rank 1, 6m momentum 143.1%, recent 1m 7.3%, acceleration 14.3%, target weight 6.7%.
2021-06-25 SELL AN 260 94.86 2021-03-29 SHORT +24663.60 Exit AN: no fresh eligible price data as of 2021-06-25; closing stale/delisted holding, SHORT-term.
2021-06-25 SELL STLD 482 60.24 2021-03-29 SHORT +29035.68 Exit STLD: no fresh eligible price data as of 2021-06-25; closing stale/delisted holding, SHORT-term.
2021-06-25 SELL IP 464 57.46 2021-03-29 SHORT +26662.41 Exit IP: no fresh eligible price data as of 2021-06-25; closing stale/delisted holding, SHORT-term.
2021-06-25 SELL WSM 267 79.63 2021-03-29 SHORT +21259.88 Exit WSM: no fresh eligible price data as of 2021-06-25; closing stale/delisted holding, SHORT-term.
2021-06-25 SELL NUE 304 96.69 2021-03-29 SHORT +29393.76 Exit NUE: no fresh eligible price data as of 2021-06-25; closing stale/delisted holding, SHORT-term.
2021-06-25 SELL NWL 908 26.62 2021-03-29 SHORT +24170.96 Exit NWL: no fresh eligible price data as of 2021-06-25; closing stale/delisted holding, SHORT-term.
2021-06-25 SELL NTAP 331 82.44 2021-03-29 SHORT +27287.64 Exit NTAP: no fresh eligible price data as of 2021-06-25; closing stale/delisted holding, SHORT-term.
2021-06-25 SELL HWM 761 34.84 2021-03-29 SHORT +26513.24 Exit HWM: no fresh eligible price data as of 2021-06-25; closing stale/delisted holding, SHORT-term.
2021-06-25 SELL FLR 1,082 18.55 2021-03-29 SHORT +20071.10 Exit FLR: no fresh eligible price data as of 2021-06-25; closing stale/delisted holding, SHORT-term.
2021-06-25 SELL CLF 1,479 21.2 2021-03-29 SHORT +31354.80 Exit CLF: no fresh eligible price data as of 2021-06-25; closing stale/delisted holding, SHORT-term.
2021-06-25 SELL ISRG 113 302.78 2020-12-30 SHORT +34214.51 Exit ISRG: no fresh eligible price data as of 2021-06-25; closing stale/delisted holding, SHORT-term.
2021-06-25 SELL TTWO 149 173.82 2020-12-30 SHORT +25899.18 Exit TTWO: no fresh eligible price data as of 2021-06-25; closing stale/delisted holding, SHORT-term.
2021-06-25 SELL WY 915 34.29 2020-12-30 SHORT +31375.35 Exit WY: no fresh eligible price data as of 2021-06-25; closing stale/delisted holding, SHORT-term.
2021-06-25 DEPOSIT +7500.00 Monthly contribution x3
2021-06-03 DIVIDEND WY 915 0.17 +155.55
2021-06-01 INTEREST +0.01
2021-05-27 DIVIDEND NWL 908 0.23 +208.84
2021-05-03 INTEREST +0.01
2021-04-20 DIVIDEND LEN 407 0.24 +98.50
2021-04-08 DIVIDEND NTAP 331 0.48 +158.88
2021-04-01 INTEREST +0.02
2021-03-29 BUY BA 95 250.52 -23799.40 Accelerating momentum new: rank 15, 6m momentum 23.3%, recent 1m 18.2%, acceleration 20.5%, target weight 6.7%.
2021-03-29 BUY AN 260 92.09 -23943.40 Accelerating momentum new: rank 14, 6m momentum 31.9%, recent 1m 22.8%, acceleration 12.5%, target weight 6.7%.
2021-03-29 BUY STLD 482 49.72 -23965.04 Accelerating momentum new: rank 13, 6m momentum 39.9%, recent 1m 19.6%, acceleration 5.3%, target weight 6.7%.
2021-03-29 BUY IP 464 51.64 -23960.17 Accelerating momentum new: rank 12, 6m momentum 37.3%, recent 1m 9.8%, acceleration 10.1%, target weight 6.7%.
2021-03-29 BUY WSM 267 89.77 -23968.59 Accelerating momentum new: rank 11, 6m momentum 32.7%, recent 1m 36.8%, acceleration 14.8%, target weight 6.7%.
2021-03-29 BUY NUE 304 78.75 -23940.00 Accelerating momentum new: rank 10, 6m momentum 31.5%, recent 1m 31.6%, acceleration 17.6%, target weight 6.7%.
2021-03-29 BUY NWL 908 26.42 -23989.36 Accelerating momentum new: rank 9, 6m momentum 44.9%, recent 1m 14.0%, acceleration 4.8%, target weight 6.7%.
2021-03-29 BUY HIG 363 65.96 -23943.48 Accelerating momentum new: rank 8, 6m momentum 25.3%, recent 1m 30.1%, acceleration 25.4%, target weight 6.7%.
2021-03-29 BUY BLDR 536 44.76 -23991.36 Accelerating momentum new: rank 7, 6m momentum 55.0%, recent 1m 3.4%, acceleration 1.1%, target weight 6.7%.
2021-03-29 BUY UBER 450 53.35 -24007.50 Accelerating momentum new: rank 6, 6m momentum 60.2%, recent 1m 3.1%, acceleration 5.2%, target weight 6.7%.
2021-03-29 BUY NTAP 331 72.4 -23964.40 Accelerating momentum new: rank 5, 6m momentum 48.3%, recent 1m 15.7%, acceleration 20.5%, target weight 6.7%.
2021-03-29 BUY HWM 761 31.52 -23986.72 Accelerating momentum new: rank 4, 6m momentum 63.5%, recent 1m 12.1%, acceleration 9.5%, target weight 6.7%.
2021-03-29 BUY FLR 1,082 22.18 -23998.76 Accelerating momentum new: rank 3, 6m momentum 81.4%, recent 1m 29.3%, acceleration 25.1%, target weight 6.7%.
2021-03-29 BUY COTY 2,688 8.93 -24003.84 Accelerating momentum new: rank 2, 6m momentum 99.2%, recent 1m 16.4%, acceleration 9.6%, target weight 6.7%.
2021-03-29 BUY CLF 1,479 16.23 -24004.17 Accelerating momentum new: rank 1, 6m momentum 107.1%, recent 1m 21.7%, acceleration 27.4%, target weight 6.7%.
2021-03-29 SELL PHM 698 51.61 2020-12-30 SHORT +36023.78 Exit PHM: momentum/acceleration faded below floor; SHORT-term.
2021-03-29 SELL POOL 83 343.48 2020-12-30 SHORT +28508.84 Exit POOL: momentum/acceleration faded below floor; SHORT-term.
2021-03-29 SELL CDNS 227 132.75 2020-12-30 SHORT +30134.25 Exit CDNS: no fresh eligible price data as of 2021-03-29; closing stale/delisted holding, SHORT-term.
2021-03-29 SELL DRI 261 143.72 2020-12-30 SHORT +37510.92 Exit DRI: no fresh eligible price data as of 2021-03-29; closing stale/delisted holding, SHORT-term.
2021-03-29 SELL CINF 356 104.04 2020-12-30 SHORT +37038.24 Exit CINF: no fresh eligible price data as of 2021-03-29; closing stale/delisted holding, SHORT-term.
2021-03-29 SELL DELL 838 44.71 2020-12-30 SHORT +37465.81 Exit DELL: no fresh eligible price data as of 2021-03-29; closing stale/delisted holding, SHORT-term.
2021-03-29 SELL EPAM 85 378.08 2020-12-30 SHORT +32136.80 Exit EPAM: no fresh eligible price data as of 2021-03-29; closing stale/delisted holding, SHORT-term.
2021-03-29 SELL AAPL 230 121.39 2020-12-30 SHORT +27919.70 Exit AAPL: momentum/acceleration faded below floor; SHORT-term.
2021-03-29 SELL CRWD 146 173.85 2020-12-30 SHORT +25382.10 Exit CRWD: no fresh eligible price data as of 2021-03-29; closing stale/delisted holding, SHORT-term.
2021-03-29 SELL PENN 353 98.21 2020-12-30 SHORT +34668.13 Exit PENN: no fresh eligible price data as of 2021-03-29; closing stale/delisted holding, SHORT-term.
2021-03-29 SELL DDOG 30 77.04 2020-12-30 SHORT +2311.20 Exit DDOG: no fresh eligible price data as of 2021-03-29; closing stale/delisted holding, SHORT-term.
2021-03-29 SELL DDOG 280 77.04 2020-09-25 SHORT +21571.20 Exit DDOG: no fresh eligible price data as of 2021-03-29; closing stale/delisted holding, SHORT-term.
2021-03-29 DEPOSIT +7500.00 Monthly contribution x3
2021-03-11 DIVIDEND PHM 698 0.14 +97.72
2021-03-10 DIVIDEND POOL 83 0.58 +48.14
2021-03-04 DIVIDEND WY 915 0.17 +155.55
2021-03-01 INTEREST +0.02
2021-02-05 DIVIDEND AAPL 230 0.2 +47.15
2021-02-01 INTEREST +0.01
2021-01-28 DIVIDEND LEN 407 0.24 +98.50
2021-01-07 DIVIDEND DRI 261 0.37 +96.57
2021-01-04 INTEREST +0.82
2020-12-30 BUY PHM 698 44.09 -30774.82 Accelerating momentum new: rank 15, 6m momentum 25.6%, recent 1m 1.1%, acceleration 6.8%, target weight 6.7%.
2020-12-30 BUY POOL 83 367.28 -30484.24 Accelerating momentum new: rank 14, 6m momentum 30.2%, recent 1m 6.1%, acceleration 2.7%, target weight 6.7%.
2020-12-30 BUY CDNS 227 135.25 -30701.75 Accelerating momentum new: rank 13, 6m momentum 25.9%, recent 1m 16.3%, acceleration 7.2%, target weight 6.7%.
2020-12-30 BUY ISRG 113 271.77 -30709.64 Accelerating momentum new: rank 12, 6m momentum 25.2%, recent 1m 12.3%, acceleration 10.0%, target weight 6.7%.
2020-12-30 BUY LEN 407 75.54 -30743.68 Accelerating momentum new: rank 11, 6m momentum 26.0%, recent 1m 2.9%, acceleration 10.0%, target weight 6.7%.
2020-12-30 BUY TTWO 149 206.35 -30746.15 Accelerating momentum new: rank 10, 6m momentum 34.1%, recent 1m 14.3%, acceleration 5.1%, target weight 6.7%.
2020-12-30 BUY DRI 261 117.55 -30680.55 Accelerating momentum new: rank 9, 6m momentum 38.2%, recent 1m 8.9%, acceleration 1.7%, target weight 6.7%.
2020-12-30 BUY CINF 356 86.46 -30779.76 Accelerating momentum new: rank 8, 6m momentum 25.6%, recent 1m 13.2%, acceleration 15.3%, target weight 6.7%.
2020-12-30 BUY DDOG 30 99.31 -2979.30 Accelerating momentum add: rank 7, 6m momentum 39.7%, recent 1m 0.4%, acceleration 3.6%, target weight 6.7%.
2020-12-30 BUY DELL 838 36.75 -30793.23 Accelerating momentum new: rank 6, 6m momentum 40.4%, recent 1m 5.0%, acceleration 3.0%, target weight 6.7%.
2020-12-30 BUY WY 915 33.65 -30789.75 Accelerating momentum new: rank 5, 6m momentum 33.8%, recent 1m 15.9%, acceleration 14.1%, target weight 6.7%.
2020-12-30 BUY EPAM 85 358.48 -30470.80 Accelerating momentum new: rank 4, 6m momentum 38.6%, recent 1m 11.2%, acceleration 11.5%, target weight 6.7%.
2020-12-30 BUY AAPL 230 133.72 -30755.60 Accelerating momentum new: rank 3, 6m momentum 47.3%, recent 1m 12.3%, acceleration 9.5%, target weight 6.7%.
2020-12-30 BUY CRWD 146 210.29 -30702.34 Accelerating momentum new: rank 2, 6m momentum 66.2%, recent 1m 37.2%, acceleration 25.6%, target weight 6.7%.
2020-12-30 BUY PENN 353 87.09 -30742.77 Accelerating momentum new: rank 1, 6m momentum 124.1%, recent 1m 24.4%, acceleration 28.1%, target weight 6.7%.
2020-12-30 SELL NTAP 606 65.33 2020-09-25 SHORT +39589.98 Exit NTAP: no fresh eligible price data as of 2020-12-30; closing stale/delisted holding, SHORT-term.
2020-12-30 SELL MLM 112 280.94 2020-09-25 SHORT +31465.28 Exit MLM: no fresh eligible price data as of 2020-12-30; closing stale/delisted holding, SHORT-term.
2020-12-30 SELL GILD 409 56.65 2020-09-25 SHORT +23169.85 Exit GILD: no fresh eligible price data as of 2020-12-30; closing stale/delisted holding, SHORT-term.
2020-12-30 SELL STE 149 186.29 2020-09-25 SHORT +27757.21 Exit STE: no fresh eligible price data as of 2020-12-30; closing stale/delisted holding, SHORT-term.
2020-12-30 SELL STX 528 60.6 2020-09-25 SHORT +31996.80 Exit STX: no fresh eligible price data as of 2020-12-30; closing stale/delisted holding, SHORT-term.
2020-12-30 SELL INTC 509 48.75 2020-09-25 SHORT +24813.75 Exit INTC: momentum/acceleration faded below floor; SHORT-term.
2020-12-30 SELL IP 653 47.01 2020-09-25 SHORT +30695.96 Exit IP: no fresh eligible price data as of 2020-12-30; closing stale/delisted holding, SHORT-term.
2020-12-30 SELL MU 518 71.92 2020-09-25 SHORT +37254.56 Exit MU: no fresh eligible price data as of 2020-12-30; closing stale/delisted holding, SHORT-term.
2020-12-30 SELL JKHY 158 158.75 2020-09-25 SHORT +25082.50 Exit JKHY: no fresh eligible price data as of 2020-12-30; closing stale/delisted holding, SHORT-term.
2020-12-30 SELL PKG 232 137.47 2020-09-25 SHORT +31893.04 Exit PKG: no fresh eligible price data as of 2020-12-30; closing stale/delisted holding, SHORT-term.
2020-12-30 SELL AXON 292 123.88 2020-09-25 SHORT +36172.96 Exit AXON: no fresh eligible price data as of 2020-12-30; closing stale/delisted holding, SHORT-term.
2020-12-30 SELL LLY 169 167.01 2020-09-25 SHORT +28224.69 Exit LLY: momentum/acceleration faded below floor; SHORT-term.
2020-12-30 SELL VRTX 94 232.68 2020-09-25 SHORT +21871.92 Exit VRTX: momentum/acceleration faded below floor; SHORT-term.
2020-12-30 SELL IPGP 154 224.29 2020-09-25 SHORT +34540.66 Exit IPGP: no fresh eligible price data as of 2020-12-30; closing stale/delisted holding, SHORT-term.
2020-12-30 DEPOSIT +7500.00 Monthly contribution x3
2020-12-22 DIVIDEND STX 528 0.67 +353.76
2020-12-14 DIVIDEND GILD 409 0.68 +278.12
2020-12-01 INTEREST +0.68
2020-11-12 DIVIDEND LLY 169 0.74 +125.06
2020-11-05 DIVIDEND INTC 509 0.33 +167.97
2020-11-02 INTEREST +0.64
2020-10-08 DIVIDEND NTAP 606 0.48 +290.88
2020-10-01 INTEREST +0.65
2020-09-25 BUY NTAP 606 41.96 -25427.76 Accelerating momentum new: rank 15, 6m momentum -9.9%, recent 1m -0.6%, acceleration 3.5%, target weight 6.7%.
2020-09-25 BUY MLM 112 226.07 -25319.84 Accelerating momentum new: rank 14, 6m momentum -9.7%, recent 1m 8.4%, acceleration 5.6%, target weight 6.7%.
2020-09-25 BUY GILD 409 62.25 -25460.25 Accelerating momentum new: rank 13, 6m momentum -9.7%, recent 1m -5.1%, acceleration 6.9%, target weight 6.7%.
2020-09-25 BUY STE 149 170.21 -25361.29 Accelerating momentum new: rank 12, 6m momentum -5.7%, recent 1m 10.3%, acceleration 6.3%, target weight 6.7%.
2020-09-25 BUY STX 528 48.22 -25460.16 Accelerating momentum new: rank 11, 6m momentum -5.4%, recent 1m 5.4%, acceleration 8.1%, target weight 6.7%.
2020-09-25 BUY INTC 509 49.94 -25419.46 Accelerating momentum new: rank 10, 6m momentum -11.2%, recent 1m 0.8%, acceleration 14.6%, target weight 6.7%.
2020-09-25 BUY IP 653 38.98 -25452.18 Accelerating momentum new: rank 9, 6m momentum -2.4%, recent 1m 13.8%, acceleration 6.8%, target weight 6.7%.
2020-09-25 BUY MU 518 49.14 -25454.52 Accelerating momentum new: rank 8, 6m momentum -11.1%, recent 1m 9.3%, acceleration 16.6%, target weight 6.7%.
2020-09-25 BUY JKHY 158 161 -25438.00 Accelerating momentum new: rank 7, 6m momentum 8.2%, recent 1m -3.7%, acceleration 2.5%, target weight 6.7%.
2020-09-25 BUY PKG 232 109.44 -25390.08 Accelerating momentum new: rank 6, 6m momentum 8.6%, recent 1m 9.6%, acceleration 5.2%, target weight 6.7%.
2020-09-25 BUY AXON 292 87.2 -25462.40 Accelerating momentum new: rank 5, 6m momentum 10.5%, recent 1m 2.4%, acceleration 13.7%, target weight 6.7%.
2020-09-25 BUY LLY 169 150.26 -25393.94 Accelerating momentum new: rank 4, 6m momentum 15.5%, recent 1m 0.7%, acceleration 9.0%, target weight 6.7%.
2020-09-25 BUY VRTX 94 268.18 -25208.92 Accelerating momentum new: rank 3, 6m momentum 21.5%, recent 1m -1.1%, acceleration 4.0%, target weight 6.7%.
2020-09-25 BUY IPGP 154 164.98 -25406.92 Accelerating momentum new: rank 2, 6m momentum 27.6%, recent 1m 5.3%, acceleration 4.4%, target weight 6.7%.
2020-09-25 BUY DDOG 280 90.65 -25382.00 Accelerating momentum new: rank 1, 6m momentum 88.0%, recent 1m 5.1%, acceleration 3.0%, target weight 6.7%.
2020-09-25 SELL GLW 831 31.2 2020-06-19 SHORT +25927.20 Exit GLW: no fresh eligible price data as of 2020-09-25; closing stale/delisted holding, SHORT-term.
2020-09-25 SELL ED 310 75.77 2020-06-19 SHORT +23488.70 Exit ED: momentum/acceleration faded below floor; SHORT-term.
2020-09-25 SELL TT 248 118.91 2020-06-19 SHORT +29489.68 Exit TT: no fresh eligible price data as of 2020-09-25; closing stale/delisted holding, SHORT-term.
2020-09-25 SELL LII 100 263.98 2020-06-19 SHORT +26398.00 Exit LII: no fresh eligible price data as of 2020-09-25; closing stale/delisted holding, SHORT-term.
2020-09-25 SELL UPS 206 166.12 2020-06-19 SHORT +34220.72 Exit UPS: no fresh eligible price data as of 2020-09-25; closing stale/delisted holding, SHORT-term.
2020-09-25 SELL TRV 190 108.11 2020-06-19 SHORT +20540.90 Exit TRV: no fresh eligible price data as of 2020-09-25; closing stale/delisted holding, SHORT-term.
2020-09-25 SELL FDX 200 201.59 2020-06-19 SHORT +40317.48 Exit FDX: no fresh eligible price data as of 2020-09-25; closing stale/delisted holding, SHORT-term.
2020-09-25 SELL CB 173 113.85 2020-06-19 SHORT +19696.05 Exit CB: no fresh eligible price data as of 2020-09-25; closing stale/delisted holding, SHORT-term.
2020-09-25 SELL CASY 142 173.67 2020-06-19 SHORT +24661.14 Exit CASY: no fresh eligible price data as of 2020-09-25; closing stale/delisted holding, SHORT-term.
2020-09-25 SELL WM 218 113.63 2020-06-19 SHORT +24771.34 Exit WM: no fresh eligible price data as of 2020-09-25; closing stale/delisted holding, SHORT-term.
2020-09-25 SELL CINF 351 76.87 2020-06-19 SHORT +26981.37 Exit CINF: no fresh eligible price data as of 2020-09-25; closing stale/delisted holding, SHORT-term.
2020-09-25 SELL SLG 403 49.28 2020-06-19 SHORT +19861.81 Exit SLG: no fresh eligible price data as of 2020-09-25; closing stale/delisted holding, SHORT-term.
2020-09-25 SELL AAL 1,387 12.29 2020-06-19 SHORT +17046.23 Exit AAL: no fresh eligible price data as of 2020-09-25; closing stale/delisted holding, SHORT-term.
2020-09-25 SELL IVZ 2,001 10.81 2020-06-19 SHORT +21630.81 Exit IVZ: no fresh eligible price data as of 2020-09-25; closing stale/delisted holding, SHORT-term.
2020-09-25 SELL GILD 51 62.25 2020-06-19 SHORT +3174.75 Exit GILD: momentum/acceleration faded below floor; SHORT-term.
2020-09-25 SELL GILD 235 62.25 2020-03-18 SHORT +14628.75 Exit GILD: momentum/acceleration faded below floor; SHORT-term.
2020-09-25 DEPOSIT +7500.00 Monthly contribution x3
2020-09-17 DIVIDEND CB 173 0.78 +134.94
2020-09-14 DIVIDEND GILD 286 0.68 +194.48
2020-09-09 DIVIDEND TRV 190 0.85 +161.50
2020-09-01 INTEREST +0.44
2020-08-21 DIVIDEND UPS 206 1.01 +208.06
2020-08-18 DIVIDEND ED 310 0.77 +237.15
2020-08-13 DIVIDEND IVZ 2,001 0.15 +310.15
2020-08-03 INTEREST +0.34
2020-07-01 INTEREST +0.60
2020-06-19 BUY GLW 831 26.7 -22187.70 Accelerating momentum new: rank 15, 6m momentum -25.6%, recent 1m 23.7%, acceleration 9.3%, target weight 6.7%.
2020-06-19 BUY ED 310 71.44 -22146.40 Accelerating momentum new: rank 14, 6m momentum -19.1%, recent 1m 1.0%, acceleration 3.5%, target weight 6.7%.
2020-06-19 BUY TT 248 89.29 -22143.92 Accelerating momentum new: rank 13, 6m momentum -21.1%, recent 1m 12.0%, acceleration 6.6%, target weight 6.7%.
2020-06-19 BUY LII 100 221.78 -22178.00 Accelerating momentum new: rank 12, 6m momentum -24.2%, recent 1m 15.6%, acceleration 10.0%, target weight 6.7%.
2020-06-19 BUY UPS 206 107.77 -22200.62 Accelerating momentum new: rank 11, 6m momentum -20.8%, recent 1m 10.9%, acceleration 6.9%, target weight 6.7%.
2020-06-19 BUY TRV 190 116.56 -22146.40 Accelerating momentum new: rank 10, 6m momentum -28.9%, recent 1m 22.0%, acceleration 15.3%, target weight 6.7%.
2020-06-19 BUY FDX 200 110.9 -22180.50 Accelerating momentum new: rank 9, 6m momentum -25.7%, recent 1m 17.6%, acceleration 12.3%, target weight 6.7%.
2020-06-19 BUY CB 173 127.95 -22135.35 Accelerating momentum new: rank 8, 6m momentum -31.5%, recent 1m 22.3%, acceleration 19.3%, target weight 6.7%.
2020-06-19 BUY CASY 142 155.7 -22109.40 Accelerating momentum new: rank 7, 6m momentum -13.1%, recent 1m 5.0%, acceleration 2.0%, target weight 6.7%.
2020-06-19 BUY WM 218 101.77 -22185.86 Accelerating momentum new: rank 6, 6m momentum -11.5%, recent 1m 2.3%, acceleration 1.2%, target weight 6.7%.
2020-06-19 BUY CINF 351 63.17 -22172.67 Accelerating momentum new: rank 5, 6m momentum -50.3%, recent 1m 17.9%, acceleration 46.6%, target weight 6.7%.
2020-06-19 BUY SLG 403 55.07 -22193.73 Accelerating momentum new: rank 4, 6m momentum -55.7%, recent 1m 36.3%, acceleration 53.3%, target weight 6.7%.
2020-06-19 BUY AAL 1,387 16 -22192.00 Accelerating momentum new: rank 3, 6m momentum -65.5%, recent 1m 62.1%, acceleration 67.0%, target weight 6.7%.
2020-06-19 BUY IVZ 2,001 11.09 -22191.09 Accelerating momentum new: rank 2, 6m momentum -57.6%, recent 1m 50.5%, acceleration 64.3%, target weight 6.7%.
2020-06-19 BUY GILD 51 77.47 -3950.97 Accelerating momentum add: rank 1, 6m momentum 14.9%, recent 1m 4.8%, acceleration 4.0%, target weight 6.7%.
2020-06-19 SELL UPS 188 107.77 2020-03-18 SHORT +20260.76 Exit UPS: momentum/acceleration faded below floor; SHORT-term.
2020-06-19 SELL SJM 157 108.94 2020-03-18 SHORT +17103.58 Exit SJM: no fresh eligible price data as of 2020-06-19; closing stale/delisted holding, SHORT-term.
2020-06-19 SELL PKG 205 99.75 2020-03-18 SHORT +20448.75 Exit PKG: no fresh eligible price data as of 2020-06-19; closing stale/delisted holding, SHORT-term.
2020-06-19 SELL GIS 323 61.58 2020-03-18 SHORT +19890.34 Exit GIS: no fresh eligible price data as of 2020-06-19; closing stale/delisted holding, SHORT-term.
2020-06-19 SELL K 255 79.41 2020-03-18 SHORT +20248.84 Exit K: no fresh eligible price data as of 2020-06-19; closing stale/delisted holding, SHORT-term.
2020-06-19 SELL WMT 457 39.95 2020-03-18 SHORT +18257.15 Exit WMT: no fresh eligible price data as of 2020-06-19; closing stale/delisted holding, SHORT-term.
2020-06-19 SELL CLX 97 217.64 2020-03-18 SHORT +21111.08 Exit CLX: no fresh eligible price data as of 2020-06-19; closing stale/delisted holding, SHORT-term.
2020-06-19 SELL AMGN 91 238.7 2020-03-18 SHORT +21721.70 Exit AMGN: no fresh eligible price data as of 2020-06-19; closing stale/delisted holding, SHORT-term.
2020-06-19 SELL CPB 370 49.14 2020-03-18 SHORT +18181.80 Exit CPB: no fresh eligible price data as of 2020-06-19; closing stale/delisted holding, SHORT-term.
2020-06-19 SELL CTRA 1,011 18.69 2020-03-18 SHORT +18895.59 Exit CTRA: no fresh eligible price data as of 2020-06-19; closing stale/delisted holding, SHORT-term.
2020-06-19 SELL KR 551 32.24 2020-03-18 SHORT +17764.24 Exit KR: no fresh eligible price data as of 2020-06-19; closing stale/delisted holding, SHORT-term.
2020-06-19 SELL EQT 2,152 12.92 2020-03-18 SHORT +27803.84 Exit EQT: no fresh eligible price data as of 2020-06-19; closing stale/delisted holding, SHORT-term.
2020-06-19 SELL REGN 38 643.92 2020-03-18 SHORT +24468.96 Exit REGN: no fresh eligible price data as of 2020-06-19; closing stale/delisted holding, SHORT-term.
2020-06-19 SELL MRNA 592 66.35 2020-03-18 SHORT +39279.20 Exit MRNA: no fresh eligible price data as of 2020-06-19; closing stale/delisted holding, SHORT-term.
2020-06-19 DEPOSIT +7500.00 Monthly contribution x3
2020-06-11 DIVIDEND GILD 235 0.68 +159.80
2020-06-01 INTEREST +0.71
2020-05-22 DIVIDEND UPS 188 1.01 +189.88
2020-05-15 DIVIDEND AMGN 91 1.6 +145.60
2020-05-07 DIVIDEND WMT 457 0.18 +82.26
2020-05-01 INTEREST +0.58
2020-04-08 DIVIDEND GIS 323 0.49 +158.27
2020-04-08 DIVIDEND K 255 0.24 +62.48
2020-04-08 DIVIDEND CPB 370 0.35 +129.50
2020-04-01 INTEREST +0.55
2020-03-19 DIVIDEND WMT 457 0.18 +82.26
2020-03-18 BUY UPS 188 99.26 -18660.88 Accelerating momentum new: rank 15, 6m momentum -7.7%, recent 1m -6.7%, acceleration 3.9%, target weight 6.7%.
2020-03-18 BUY SJM 157 118.86 -18661.02 Accelerating momentum new: rank 14, 6m momentum -4.4%, recent 1m 8.7%, acceleration 2.2%, target weight 6.7%.
2020-03-18 BUY PKG 205 91.03 -18661.15 Accelerating momentum new: rank 13, 6m momentum -1.9%, recent 1m -8.3%, acceleration 1.4%, target weight 6.7%.
2020-03-18 BUY GIS 323 57.75 -18653.25 Accelerating momentum new: rank 12, 6m momentum -2.7%, recent 1m 7.9%, acceleration 5.6%, target weight 6.7%.
2020-03-18 BUY K 255 73.29 -18689.79 Accelerating momentum new: rank 11, 6m momentum 0.4%, recent 1m 8.4%, acceleration 5.1%, target weight 6.7%.
2020-03-18 BUY WMT 457 40.86 -18673.02 Accelerating momentum new: rank 10, 6m momentum 5.9%, recent 1m 2.5%, acceleration 3.2%, target weight 6.7%.
2020-03-18 BUY CLX 97 190.95 -18522.15 Accelerating momentum new: rank 9, 6m momentum 2.4%, recent 1m 15.9%, acceleration 7.1%, target weight 6.7%.
2020-03-18 BUY AMGN 91 204.88 -18644.08 Accelerating momentum new: rank 8, 6m momentum 8.7%, recent 1m -7.6%, acceleration 1.3%, target weight 6.7%.
2020-03-18 BUY CPB 370 50.48 -18677.60 Accelerating momentum new: rank 7, 6m momentum 13.0%, recent 1m 4.7%, acceleration 4.2%, target weight 6.7%.
2020-03-18 BUY CTRA 1,011 18.5 -18703.50 Accelerating momentum new: rank 6, 6m momentum -7.1%, recent 1m 20.9%, acceleration 30.3%, target weight 6.7%.
2020-03-18 BUY GILD 235 79.42 -18663.70 Accelerating momentum new: rank 5, 6m momentum 6.1%, recent 1m 18.5%, acceleration 17.2%, target weight 6.7%.
2020-03-18 BUY KR 551 33.91 -18684.41 Accelerating momentum new: rank 4, 6m momentum 31.1%, recent 1m 14.1%, acceleration 9.2%, target weight 6.7%.
2020-03-18 BUY EQT 2,152 8.69 -18700.88 Accelerating momentum new: rank 3, 6m momentum -54.0%, recent 1m 53.0%, acceleration 94.6%, target weight 6.7%.
2020-03-18 BUY REGN 38 485 -18430.00 Accelerating momentum new: rank 2, 6m momentum 34.0%, recent 1m 22.0%, acceleration 16.2%, target weight 6.7%.
2020-03-18 BUY MRNA 592 31.58 -18695.36 Accelerating momentum new: rank 1, 6m momentum 43.7%, recent 1m 67.0%, acceleration 64.9%, target weight 6.7%.
2020-03-18 SELL HES 359 47.92 2019-12-24 SHORT +17203.39 Exit HES: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 SELL WSM 653 15.33 2019-12-24 SHORT +10010.49 Exit WSM: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 SELL TIF 179 101 2019-12-24 SHORT +18078.62 Exit TIF: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 SELL CTLT 426 48.26 2019-12-24 SHORT +20557.91 Exit CTLT: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 SELL FBHS 367 52.16 2019-12-24 SHORT +19141.62 Exit FBHS: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 SELL BX 431 40.76 2019-12-24 SHORT +17567.56 Exit BX: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 SELL ANSS 93 208.2 2019-12-24 SHORT +19363.05 Exit ANSS: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 SELL APO 501 30 2019-12-24 SHORT +15030.00 Exit APO: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 SELL AMAT 388 39.18 2019-12-24 SHORT +15201.84 Exit AMAT: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 SELL SWKS 195 72.1 2019-12-24 SHORT +14059.50 Exit SWKS: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 SELL MPWR 134 141.63 2019-12-24 SHORT +18978.42 Exit MPWR: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 SELL TER 346 46.18 2019-12-24 SHORT +15978.28 Exit TER: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 SELL MU 431 34.69 2019-12-24 SHORT +14951.39 Exit MU: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 SELL WDC 508 22.06 2019-12-24 SHORT +11208.26 Exit WDC: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 SELL SEDG 251 76.73 2019-12-24 SHORT +19259.23 Exit SEDG: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 SELL DHR 161 113.6 2019-09-23 SHORT +18289.49 Exit DHR: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 SELL AIG 361 18.78 2019-09-23 SHORT +6779.58 Exit AIG: no fresh eligible price data as of 2020-03-18; closing stale/delisted holding, SHORT-term.
2020-03-18 DEPOSIT +7500.00 Monthly contribution x3
2020-03-13 DIVIDEND AIG 361 0.32 +115.52
2020-03-02 INTEREST +0.54
2020-02-20 DIVIDEND TER 346 0.1 +34.60
2020-02-18 DIVIDEND AMAT 388 0.21 +81.48
2020-02-07 DIVIDEND BX 431 0.61 +262.91
2020-02-03 INTEREST +0.50
2020-01-02 INTEREST +2.32
2020-01-02 DIVIDEND WDC 508 0.38 +191.99
2019-12-30 DIVIDEND MPWR 134 0.4 +53.60
2019-12-26 DIVIDEND DHR 161 0.15 +24.26
2019-12-24 BUY HES 359 66.51 -23877.48 Accelerating momentum new: rank 15, 6m momentum 34.7%, recent 1m 10.2%, acceleration 1.9%, target weight 6.7%.
2019-12-24 BUY WSM 653 36.59 -23893.27 Accelerating momentum new: rank 14, 6m momentum 28.4%, recent 1m 8.5%, acceleration 8.6%, target weight 6.7%.
2019-12-24 BUY TIF 179 133.4 -23878.80 Accelerating momentum new: rank 13, 6m momentum 35.3%, recent 1m 10.3%, acceleration 1.8%, target weight 6.7%.
2019-12-24 BUY CTLT 426 56.05 -23876.36 Accelerating momentum new: rank 12, 6m momentum 35.4%, recent 1m 10.3%, acceleration 1.8%, target weight 6.7%.
2019-12-24 BUY FBHS 367 65.09 -23889.79 Accelerating momentum new: rank 11, 6m momentum 36.2%, recent 1m 10.4%, acceleration 1.7%, target weight 6.7%.
2019-12-24 BUY BX 431 55.4 -23877.40 Accelerating momentum new: rank 10, 6m momentum 28.5%, recent 1m 8.1%, acceleration 11.1%, target weight 6.7%.
2019-12-24 BUY ANSS 93 255.54 -23765.24 Accelerating momentum new: rank 9, 6m momentum 40.6%, recent 1m 11.0%, acceleration 1.1%, target weight 6.7%.
2019-12-24 BUY APO 501 47.7 -23897.70 Accelerating momentum new: rank 8, 6m momentum 36.6%, recent 1m 12.4%, acceleration 7.2%, target weight 6.7%.
2019-12-24 BUY AMAT 388 61.5 -23862.00 Accelerating momentum new: rank 7, 6m momentum 43.4%, recent 1m 9.9%, acceleration 2.2%, target weight 6.7%.
2019-12-24 BUY SWKS 195 122.16 -23821.20 Accelerating momentum new: rank 6, 6m momentum 43.9%, recent 1m 24.9%, acceleration 4.1%, target weight 6.7%.
2019-12-24 BUY MPWR 134 178.34 -23897.56 Accelerating momentum new: rank 5, 6m momentum 35.3%, recent 1m 12.9%, acceleration 14.1%, target weight 6.7%.
2019-12-24 BUY TER 346 68.99 -23870.54 Accelerating momentum new: rank 4, 6m momentum 49.0%, recent 1m 11.3%, acceleration 7.1%, target weight 6.7%.
2019-12-24 BUY MU 431 55.42 -23886.02 Accelerating momentum new: rank 3, 6m momentum 39.3%, recent 1m 20.8%, acceleration 28.1%, target weight 6.7%.
2019-12-24 BUY WDC 508 47.04 -23894.80 Accelerating momentum new: rank 2, 6m momentum 22.4%, recent 1m 28.4%, acceleration 49.0%, target weight 6.7%.
2019-12-24 BUY SEDG 251 95.2 -23895.20 Accelerating momentum new: rank 1, 6m momentum 37.9%, recent 1m 24.7%, acceleration 38.2%, target weight 6.7%.
2019-12-24 SELL J 235 74.09 2019-06-28 SHORT +17410.66 Exit J: no fresh eligible price data as of 2019-12-24; closing stale/delisted holding, SHORT-term.
2019-12-24 SELL BMY 208 63.16 2019-06-28 SHORT +13137.28 Exit BMY: no fresh eligible price data as of 2019-12-24; closing stale/delisted holding, SHORT-term.
2019-12-24 SELL MTD 29 790.47 2019-09-23 SHORT +22923.63 Exit MTD: momentum/acceleration faded below floor; SHORT-term.
2019-12-24 SELL FDS 75 267.06 2019-09-23 SHORT +20029.50 Exit FDS: momentum/acceleration faded below floor; SHORT-term.
2019-12-24 SELL IFF 168 125.09 2019-09-23 SHORT +21015.12 Exit IFF: no fresh eligible price data as of 2019-12-24; closing stale/delisted holding, SHORT-term.
2019-12-24 SELL COTY 2,001 10.94 2019-09-23 SHORT +21890.94 Exit COTY: no fresh eligible price data as of 2019-12-24; closing stale/delisted holding, SHORT-term.
2019-12-24 SELL AXON 331 73.09 2019-09-23 SHORT +24192.79 Exit AXON: no fresh eligible price data as of 2019-12-24; closing stale/delisted holding, SHORT-term.
2019-12-24 SELL AZO 18 1,219.31 2019-09-23 SHORT +21947.58 Exit AZO: no fresh eligible price data as of 2019-12-24; closing stale/delisted holding, SHORT-term.
2019-12-24 SELL DG 130 156.25 2019-09-23 SHORT +20312.50 Exit DG: no fresh eligible price data as of 2019-12-24; closing stale/delisted holding, SHORT-term.
2019-12-24 SELL DLTR 182 93.23 2019-09-23 SHORT +16967.86 Exit DLTR: no fresh eligible price data as of 2019-12-24; closing stale/delisted holding, SHORT-term.
2019-12-24 SELL CPRT 1,012 22.73 2019-09-23 SHORT +23000.23 Exit CPRT: no fresh eligible price data as of 2019-12-24; closing stale/delisted holding, SHORT-term.
2019-12-24 SELL HWM 1,008 24.01 2019-09-23 SHORT +24202.79 Exit HWM: no fresh eligible price data as of 2019-12-24; closing stale/delisted holding, SHORT-term.
2019-12-24 SELL KMX 238 88.86 2019-09-23 SHORT +21148.68 Exit KMX: no fresh eligible price data as of 2019-12-24; closing stale/delisted holding, SHORT-term.
2019-12-24 SELL LULU 21 229.03 2019-09-23 SHORT +4809.63 Exit LULU: no fresh eligible price data as of 2019-12-24; closing stale/delisted holding, SHORT-term.
2019-12-24 SELL LULU 106 229.03 2019-06-28 SHORT +24277.18 Exit LULU: no fresh eligible price data as of 2019-12-24; closing stale/delisted holding, SHORT-term.
2019-12-24 SELL ED 275 89.67 2019-03-25 SHORT +24659.25 Exit ED: momentum/acceleration faded below floor; SHORT-term.
2019-12-24 SELL XRAY 14 57.21 2019-09-23 SHORT +800.94 Exit XRAY: no fresh eligible price data as of 2019-12-24; closing stale/delisted holding, SHORT-term.
2019-12-24 SELL XRAY 476 57.21 2019-03-25 SHORT +27231.96 Exit XRAY: no fresh eligible price data as of 2019-12-24; closing stale/delisted holding, SHORT-term.
2019-12-24 DEPOSIT +7500.00 Monthly contribution x3
2019-12-11 DIVIDEND AIG 361 0.32 +115.52
2019-12-10 CORPORATE_ACTION JEC 235 0 +0.00 Changed NYSE ticker from JEC to J on Dec 10, 2019 as part of rebrand; same company later reorganized as Jacobs Solutions Inc. (2022) keeping ticker J, still trades today.
2019-12-02 INTEREST +2.44
2019-11-20 CORPORATE_ACTION CELG 208 50 +0.00 Acquired by Bristol-Myers Squibb Nov 20, 2019: each CELG share got 1.0 BMY share + $50.00 cash + one tradeable CVR (potential $9 on milestones). Prices split-adjusted.
2019-11-12 DIVIDEND ED 275 0.74 +203.50
2019-11-01 INTEREST +2.20
2019-10-07 DIVIDEND DG 130 0.32 +41.60
2019-10-01 INTEREST +2.12
2019-09-26 DIVIDEND DHR 161 0.15 +24.26
2019-09-23 BUY MTD 29 706.21 -20480.09 Accelerating momentum new: rank 15, 6m momentum -2.2%, recent 1m 6.4%, acceleration 26.1%, target weight 6.7%.
2019-09-23 BUY FDS 75 273.44 -20508.00 Accelerating momentum new: rank 14, 6m momentum 19.1%, recent 1m -0.9%, acceleration 5.1%, target weight 6.7%.
2019-09-23 BUY IFF 168 122.78 -20627.04 Accelerating momentum new: rank 13, 6m momentum -15.9%, recent 1m 13.9%, acceleration 40.4%, target weight 6.7%.
2019-09-23 BUY COTY 2,001 10.35 -20710.35 Accelerating momentum new: rank 12, 6m momentum -20.9%, recent 1m 16.0%, acceleration 47.4%, target weight 6.7%.
2019-09-23 BUY AXON 331 62.5 -20687.50 Accelerating momentum new: rank 11, 6m momentum 11.9%, recent 1m 0.2%, acceleration 15.0%, target weight 6.7%.
2019-09-23 BUY AZO 18 1,147.26 -20650.68 Accelerating momentum new: rank 10, 6m momentum 18.6%, recent 1m 6.1%, acceleration 8.7%, target weight 6.7%.
2019-09-23 BUY DHR 161 128.19 -20638.83 Accelerating momentum new: rank 9, 6m momentum 23.0%, recent 1m 3.6%, acceleration 5.4%, target weight 6.7%.
2019-09-23 BUY LULU 21 195.18 -4098.78 Accelerating momentum add: rank 8, 6m momentum 23.3%, recent 1m 6.1%, acceleration 5.4%, target weight 6.7%.
2019-09-23 BUY DG 130 158.71 -20632.30 Accelerating momentum new: rank 7, 6m momentum 18.0%, recent 1m 13.6%, acceleration 11.7%, target weight 6.7%.
2019-09-23 BUY DLTR 182 113.42 -20642.44 Accelerating momentum new: rank 6, 6m momentum 0.1%, recent 1m 16.7%, acceleration 30.4%, target weight 6.7%.
2019-09-23 BUY AIG 361 57.3 -20685.30 Accelerating momentum new: rank 5, 6m momentum 25.4%, recent 1m 6.6%, acceleration 5.8%, target weight 6.7%.
2019-09-23 BUY XRAY 14 52.28 -731.92 Accelerating momentum add: rank 4, 6m momentum 27.2%, recent 1m -1.3%, acceleration 6.9%, target weight 6.7%.
2019-09-23 BUY CPRT 1,012 20.45 -20695.40 Accelerating momentum new: rank 3, 6m momentum 30.8%, recent 1m 7.3%, acceleration 3.9%, target weight 6.7%.
2019-09-23 BUY HWM 1,008 20.53 -20693.33 Accelerating momentum new: rank 2, 6m momentum 37.3%, recent 1m 6.7%, acceleration 3.4%, target weight 6.7%.
2019-09-23 BUY KMX 238 86.9 -20682.20 Accelerating momentum new: rank 1, 6m momentum 38.3%, recent 1m 3.8%, acceleration 2.5%, target weight 6.7%.
2019-09-23 SELL GPN 127 159.66 2019-06-28 SHORT +20276.82 Exit GPN: no fresh eligible price data as of 2019-09-23; closing stale/delisted holding, SHORT-term.
2019-09-23 SELL LHX 101 213.3 2019-06-28 SHORT +21543.30 Exit LHX: no fresh eligible price data as of 2019-09-23; closing stale/delisted holding, SHORT-term.
2019-09-23 SELL ZBRA 91 205.4 2019-06-28 SHORT +18691.40 Exit ZBRA: no fresh eligible price data as of 2019-09-23; closing stale/delisted holding, SHORT-term.
2019-09-23 SELL XLNX 163 113.14 2019-06-28 SHORT +18442.10 Exit XLNX: momentum/acceleration faded below floor; SHORT-term.
2019-09-23 SELL GE 366 46.55 2019-06-28 SHORT +17037.96 Exit GE: momentum/acceleration faded below floor; SHORT-term.
2019-09-23 SELL LITE 359 57.72 2019-06-28 SHORT +20721.48 Exit LITE: no fresh eligible price data as of 2019-09-23; closing stale/delisted holding, SHORT-term.
2019-09-23 SELL CDNS 271 65.97 2019-06-28 SHORT +17877.87 Exit CDNS: no fresh eligible price data as of 2019-09-23; closing stale/delisted holding, SHORT-term.
2019-09-23 SELL KEYS 213 99.87 2019-06-28 SHORT +21272.31 Exit KEYS: no fresh eligible price data as of 2019-09-23; closing stale/delisted holding, SHORT-term.
2019-09-23 SELL ERIE 75 190.12 2019-06-28 SHORT +14259.00 Exit ERIE: no fresh eligible price data as of 2019-09-23; closing stale/delisted holding, SHORT-term.
2019-09-23 SELL TTD 842 20.29 2019-06-28 SHORT +17085.86 Exit TTD: no fresh eligible price data as of 2019-09-23; closing stale/delisted holding, SHORT-term.
2019-09-23 SELL HET 67 493.14 2019-06-28 SHORT +33040.59 Exit HET: no fresh eligible price data as of 2019-09-23; closing stale/delisted holding, SHORT-term.
2019-09-23 SELL NI 819 29.62 2019-03-25 SHORT +24258.78 Exit NI: no fresh eligible price data as of 2019-09-23; closing stale/delisted holding, SHORT-term.
2019-09-23 SELL ETSY 346 60.54 2019-03-25 SHORT +20946.84 Exit ETSY: momentum/acceleration faded below floor; SHORT-term.
2019-09-23 DEPOSIT +7500.00 Monthly contribution x3
2019-09-18 CORPORATE_ACTION TSS 157 0 +0.00 Merged with Global Payments (merger of equals); TSYS holders received 0.8101 GPN shares per share; closed Sept 18, 2019.
2019-09-13 DIVIDEND GE 366 0.05 +18.24
2019-09-03 INTEREST +2.44
2019-08-13 DIVIDEND ED 275 0.74 +203.50
2019-08-01 INTEREST +2.07
2019-07-01 CORPORATE_ACTION HRS 101 0 +0.00 Merged with L3 Technologies; Harris renamed L3Harris Technologies and ticker changed from HRS to LHX July 2019 (Harris holders kept shares 1:1).
2019-07-01 INTEREST +3.50
2019-06-28 BUY LULU 106 180.21 -19102.26 Accelerating momentum new: rank 15, 6m momentum 32.4%, recent 1m 10.0%, acceleration 10.0%, target weight 6.7%.
2019-06-28 BUY TSS 157 121.85 -19130.21 Accelerating momentum new: rank 14, 6m momentum 16.4%, recent 1m 15.7%, acceleration 26.3%, target weight 6.7%.
2019-06-28 BUY ZBRA 91 209.49 -19063.59 Accelerating momentum new: rank 13, 6m momentum 0.5%, recent 1m 23.4%, acceleration 42.3%, target weight 6.7%.
2019-06-28 BUY HRS 101 189 -19089.00 Accelerating momentum new: rank 12, 6m momentum 16.8%, recent 1m 16.2%, acceleration 26.1%, target weight 6.7%.
2019-06-28 BUY XLNX 163 117.3 -19119.90 Accelerating momentum new: rank 11, 6m momentum 17.0%, recent 1m 15.3%, acceleration 26.5%, target weight 6.7%.
2019-06-28 BUY JEC 235 81.5 -19152.50 Accelerating momentum new: rank 10, 6m momentum 18.0%, recent 1m 16.6%, acceleration 25.8%, target weight 6.7%.
2019-06-28 BUY CELG 208 92.3 -19198.40 Accelerating momentum new: rank 9, 6m momentum 16.8%, recent 1m 13.7%, acceleration 27.4%, target weight 6.7%.
2019-06-28 BUY GE 366 52.33 -19154.02 Accelerating momentum new: rank 7, 6m momentum 29.9%, recent 1m 10.9%, acceleration 16.1%, target weight 6.7%.
2019-06-28 BUY LITE 359 53.41 -19174.19 Accelerating momentum new: rank 6, 6m momentum -2.2%, recent 1m 26.8%, acceleration 52.3%, target weight 6.7%.
2019-06-28 BUY CDNS 271 70.81 -19189.51 Accelerating momentum new: rank 5, 6m momentum 47.7%, recent 1m 10.1%, acceleration 8.8%, target weight 6.7%.
2019-06-28 BUY KEYS 213 89.81 -19129.53 Accelerating momentum new: rank 4, 6m momentum 35.8%, recent 1m 13.0%, acceleration 21.8%, target weight 6.7%.
2019-06-28 BUY ERIE 75 254.28 -19071.00 Accelerating momentum new: rank 3, 6m momentum 55.8%, recent 1m 22.4%, acceleration 6.0%, target weight 6.7%.
2019-06-28 BUY TTD 842 22.78 -19179.08 Accelerating momentum new: rank 2, 6m momentum 56.0%, recent 1m 12.8%, acceleration 10.8%, target weight 6.7%.
2019-06-28 BUY HET 67 285.41 -19122.39 Accelerating momentum new: rank 1, 6m momentum 182.5%, recent 1m 33.5%, acceleration 14.5%, target weight 6.7%.
2019-06-28 SELL PSA 104 238.17 2019-03-25 SHORT +24769.68 Exit PSA: no fresh eligible price data as of 2019-06-28; closing stale/delisted holding, SHORT-term.
2019-06-28 SELL KO 510 50.92 2019-03-25 SHORT +25969.20 Exit KO: no fresh eligible price data as of 2019-06-28; closing stale/delisted holding, SHORT-term.
2019-06-28 SELL EVRG 406 60.15 2019-03-25 SHORT +24420.90 Exit EVRG: momentum/acceleration faded below floor; SHORT-term.
2019-06-28 SELL VZ 390 57.13 2019-03-25 SHORT +22280.70 Exit VZ: momentum/acceleration faded below floor; SHORT-term.
2019-06-28 SELL EXR 231 106.1 2019-03-25 SHORT +24509.10 Exit EXR: no fresh eligible price data as of 2019-06-28; closing stale/delisted holding, SHORT-term.
2019-06-28 SELL CPB 613 40.07 2019-03-25 SHORT +24562.91 Exit CPB: momentum/acceleration faded below floor; SHORT-term.
2019-06-28 SELL DELL 808 25.75 2019-03-25 SHORT +20804.06 Exit DELL: no fresh eligible price data as of 2019-06-28; closing stale/delisted holding, SHORT-term.
2019-06-28 SELL HRL 532 40.54 2019-03-25 SHORT +21567.28 Exit HRL: momentum/acceleration faded below floor; SHORT-term.
2019-06-28 SELL LW 322 63.36 2019-03-25 SHORT +20401.92 Exit LW: momentum/acceleration faded below floor; SHORT-term.
2019-06-28 SELL MKC 326 77.5 2019-03-25 SHORT +25266.63 Exit MKC: no fresh eligible price data as of 2019-06-28; closing stale/delisted holding, SHORT-term.
2019-06-28 SELL AMT 119 204.45 2019-03-25 SHORT +24329.55 Exit AMT: no fresh eligible price data as of 2019-06-28; closing stale/delisted holding, SHORT-term.
2019-06-28 DEPOSIT +7500.00 Monthly contribution x3
2019-06-18 DIVIDEND AMT 119 0.92 +109.48
2019-06-13 DIVIDEND KO 510 0.4 +204.00
2019-06-13 DIVIDEND EXR 231 0.9 +207.90
2019-06-11 DIVIDEND PSA 104 2 +208.00
2019-06-03 INTEREST +3.43
2019-05-14 DIVIDEND ED 275 0.74 +203.50
2019-05-01 INTEREST +2.58
2019-04-12 DIVIDEND HRL 532 0.21 +111.72
2019-04-10 DIVIDEND CPB 613 0.35 +214.55
2019-04-10 DIVIDEND AMT 119 0.9 +107.10
2019-04-09 DIVIDEND VZ 390 0.6 +235.17
2019-04-01 INTEREST +1.74
2019-03-25 BUY PSA 104 224.24 -23320.96 Accelerating momentum new: rank 15, 6m momentum -8.9%, recent 1m 11.5%, acceleration 12.4%, target weight 6.7%.
2019-03-25 BUY NI 819 28.64 -23456.16 Accelerating momentum new: rank 14, 6m momentum -2.0%, recent 1m 7.5%, acceleration 6.1%, target weight 6.7%.
2019-03-25 BUY KO 510 46.03 -23475.30 Accelerating momentum new: rank 13, 6m momentum -2.0%, recent 1m 1.7%, acceleration 6.4%, target weight 6.7%.
2019-03-25 BUY ED 275 85.1 -23402.50 Accelerating momentum new: rank 12, 6m momentum 3.1%, recent 1m 3.7%, acceleration 2.0%, target weight 6.7%.
2019-03-25 BUY EVRG 406 57.8 -23466.80 Accelerating momentum new: rank 11, 6m momentum -3.3%, recent 1m 4.2%, acceleration 8.5%, target weight 6.7%.
2019-03-25 BUY VZ 390 60.08 -23431.20 Accelerating momentum new: rank 10, 6m momentum 3.7%, recent 1m 5.6%, acceleration 2.2%, target weight 6.7%.
2019-03-25 BUY EXR 231 101.34 -23409.54 Accelerating momentum new: rank 9, 6m momentum 1.0%, recent 1m 7.2%, acceleration 5.5%, target weight 6.7%.
2019-03-25 BUY CPB 613 38.28 -23465.64 Accelerating momentum new: rank 8, 6m momentum -21.6%, recent 1m 16.6%, acceleration 29.4%, target weight 6.7%.
2019-03-25 BUY XRAY 476 49.33 -23481.08 Accelerating momentum new: rank 7, 6m momentum 6.8%, recent 1m 18.5%, acceleration 1.2%, target weight 6.7%.
2019-03-25 BUY DELL 808 29.04 -23461.90 Accelerating momentum new: rank 6, 6m momentum 6.7%, recent 1m 2.0%, acceleration 3.9%, target weight 6.7%.
2019-03-25 BUY HRL 532 44.07 -23445.24 Accelerating momentum new: rank 5, 6m momentum 11.6%, recent 1m 2.7%, acceleration 2.4%, target weight 6.7%.
2019-03-25 BUY LW 322 72.83 -23451.26 Accelerating momentum new: rank 4, 6m momentum 8.1%, recent 1m 3.3%, acceleration 7.3%, target weight 6.7%.
2019-03-25 BUY MKC 326 71.97 -23460.59 Accelerating momentum new: rank 3, 6m momentum 9.6%, recent 1m 6.0%, acceleration 8.4%, target weight 6.7%.
2019-03-25 BUY AMT 119 195.69 -23287.11 Accelerating momentum new: rank 2, 6m momentum 18.3%, recent 1m 10.8%, acceleration 1.4%, target weight 6.7%.
2019-03-25 BUY ETSY 346 67.86 -23479.56 Accelerating momentum new: rank 1, 6m momentum 19.1%, recent 1m 19.7%, acceleration 2.3%, target weight 6.7%.
2019-03-25 SELL XYZ 284 74.55 2018-12-21 SHORT +21172.20 Exit XYZ: no fresh eligible price data as of 2019-03-25; closing stale/delisted holding, SHORT-term.
2019-03-25 SELL AZO 18 995.86 2018-12-21 SHORT +17925.48 Exit AZO: no fresh eligible price data as of 2019-03-25; closing stale/delisted holding, SHORT-term.
2019-03-25 SELL CIEN 471 37.29 2018-12-21 SHORT +17563.59 Exit CIEN: no fresh eligible price data as of 2019-03-25; closing stale/delisted holding, SHORT-term.
2019-03-25 SELL REGN 43 395 2018-12-21 SHORT +16985.00 Exit REGN: no fresh eligible price data as of 2019-03-25; closing stale/delisted holding, SHORT-term.
2019-03-25 SELL MTCH 383 56.94 2018-12-21 SHORT +21808.02 Exit MTCH: no fresh eligible price data as of 2019-03-25; closing stale/delisted holding, SHORT-term.
2019-03-25 SELL LULU 131 146.58 2018-12-21 SHORT +19201.98 Exit LULU: no fresh eligible price data as of 2019-03-25; closing stale/delisted holding, SHORT-term.
2019-03-25 SELL FTNT 1,135 17 2018-12-21 SHORT +19299.54 Exit FTNT: no fresh eligible price data as of 2019-03-25; closing stale/delisted holding, SHORT-term.
2019-03-25 SELL ABMD 47 313.76 2018-12-21 SHORT +14746.62 Exit ABMD: no fresh eligible price data as of 2019-03-25; closing stale/delisted holding, SHORT-term.
2019-03-25 SELL PAYC 130 183.81 2018-12-21 SHORT +23895.30 Exit PAYC: no fresh eligible price data as of 2019-03-25; closing stale/delisted holding, SHORT-term.
2019-03-25 SELL DXCM 552 31.02 2018-12-21 SHORT +17123.04 Exit DXCM: no fresh eligible price data as of 2019-03-25; closing stale/delisted holding, SHORT-term.
2019-03-25 SELL TTD 1,403 19.7 2018-12-21 SHORT +27644.71 Exit TTD: no fresh eligible price data as of 2019-03-25; closing stale/delisted holding, SHORT-term.
2019-03-25 SELL TKO 214 87.23 2018-12-21 SHORT +18667.22 Exit TKO: no fresh eligible price data as of 2019-03-25; closing stale/delisted holding, SHORT-term.
2019-03-25 SELL MOH 135 144.23 2018-12-21 SHORT +19471.05 Exit MOH: no fresh eligible price data as of 2019-03-25; closing stale/delisted holding, SHORT-term.
2019-03-25 SELL CVNA 2,505 11.27 2018-12-21 SHORT +28226.34 Exit CVNA: momentum/acceleration faded below floor; SHORT-term.
2019-03-25 SELL AMD 883 25.97 2018-12-21 SHORT +22931.51 Exit AMD: no fresh eligible price data as of 2019-03-25; closing stale/delisted holding, SHORT-term.
2019-03-25 SELL CLF 1,741 9.37 2018-10-02 SHORT +16313.17 Exit CLF: no fresh eligible price data as of 2019-03-25; closing stale/delisted holding, SHORT-term.
2019-03-25 SELL BSX 561 37.64 2018-10-02 SHORT +21116.04 Exit BSX: no fresh eligible price data as of 2019-03-25; closing stale/delisted holding, SHORT-term.
2019-03-25 DEPOSIT +7500.00 Monthly contribution x3
2019-03-01 INTEREST +1.54
2019-02-01 INTEREST +1.64
2019-01-02 INTEREST +1.41
2018-12-21 BUY XYZ 284 52.51 -14912.84 Accelerating momentum new: rank 15, 6m momentum 12.2%, recent 1m -15.1%, acceleration 12.5%, target weight 6.7%.
2018-12-21 BUY AZO 18 826.04 -14868.72 Accelerating momentum new: rank 14, 6m momentum 27.5%, recent 1m 4.2%, acceleration 1.1%, target weight 6.7%.
2018-12-21 BUY CIEN 471 31.71 -14935.41 Accelerating momentum new: rank 13, 6m momentum 25.0%, recent 1m 3.5%, acceleration 4.8%, target weight 6.7%.
2018-12-21 BUY REGN 43 344.6 -14817.80 Accelerating momentum new: rank 12, 6m momentum 14.2%, recent 1m 2.2%, acceleration 15.7%, target weight 6.7%.
2018-12-21 BUY MTCH 383 38.97 -14925.51 Accelerating momentum new: rank 11, 6m momentum -10.9%, recent 1m 7.2%, acceleration 41.5%, target weight 6.7%.
2018-12-21 BUY LULU 131 113.74 -14899.94 Accelerating momentum new: rank 10, 6m momentum 15.3%, recent 1m -6.3%, acceleration 16.4%, target weight 6.7%.
2018-12-21 BUY FTNT 1,135 13.17 -14945.68 Accelerating momentum new: rank 9, 6m momentum 13.3%, recent 1m -1.8%, acceleration 19.8%, target weight 6.7%.
2018-12-21 BUY ABMD 47 311.77 -14653.07 Accelerating momentum new: rank 8, 6m momentum 31.2%, recent 1m -14.6%, acceleration 2.6%, target weight 6.7%.
2018-12-21 BUY PAYC 130 115.01 -14951.30 Accelerating momentum new: rank 7, 6m momentum 12.0%, recent 1m 0.9%, acceleration 26.7%, target weight 6.7%.
2018-12-21 BUY DXCM 552 27.08 -14948.16 Accelerating momentum new: rank 6, 6m momentum 37.7%, recent 1m -9.6%, acceleration 4.5%, target weight 6.7%.
2018-12-21 BUY TTD 1,403 10.65 -14948.96 Accelerating momentum new: rank 5, 6m momentum 36.5%, recent 1m -5.9%, acceleration 14.2%, target weight 6.7%.
2018-12-21 BUY TKO 214 69.73 -14922.22 Accelerating momentum new: rank 4, 6m momentum 7.8%, recent 1m 13.0%, acceleration 44.6%, target weight 6.7%.
2018-12-21 BUY MOH 135 110.38 -14901.30 Accelerating momentum new: rank 3, 6m momentum 42.0%, recent 1m -8.4%, acceleration 12.6%, target weight 6.7%.
2018-12-21 BUY CVNA 2,505 5.97 -14949.84 Accelerating momentum new: rank 2, 6m momentum 57.4%, recent 1m -27.6%, acceleration 3.7%, target weight 6.7%.
2018-12-21 BUY AMD 883 16.93 -14949.19 Accelerating momentum new: rank 1, 6m momentum 46.6%, recent 1m -11.9%, acceleration 26.2%, target weight 6.7%.
2018-12-21 SELL NFLX 580 24.64 2018-10-02 SHORT +14290.62 Exit NFLX: momentum/acceleration faded below floor; SHORT-term.
2018-12-21 SELL UAA 1,083 16.96 2018-10-02 SHORT +18367.68 Exit UAA: no fresh eligible price data as of 2018-12-21; closing stale/delisted holding, SHORT-term.
2018-12-21 SELL NFX 766 13.56 2018-10-02 SHORT +10386.96 Exit NFX: momentum/acceleration faded below floor; SHORT-term.
2018-12-21 SELL AES 1,517 14.45 2018-10-02 SHORT +21920.65 Exit AES: no fresh eligible price data as of 2018-12-21; closing stale/delisted holding, SHORT-term.
2018-12-21 SELL KKR 795 19.02 2018-10-02 SHORT +15120.90 Exit KKR: momentum/acceleration faded below floor; SHORT-term.
2018-12-21 SELL TDG 59 322.73 2018-10-02 SHORT +19041.07 Exit TDG: momentum/acceleration faded below floor; SHORT-term.
2018-12-21 SELL EOG 168 87.26 2018-10-02 SHORT +14659.68 Exit EOG: no fresh eligible price data as of 2018-12-21; closing stale/delisted holding, SHORT-term.
2018-12-21 SELL OXY 264 59.98 2018-10-02 SHORT +15834.72 Exit OXY: no fresh eligible price data as of 2018-12-21; closing stale/delisted holding, SHORT-term.
2018-12-21 SELL COP 279 59.8 2018-10-02 SHORT +16684.20 Exit COP: momentum/acceleration faded below floor; SHORT-term.
2018-12-21 SELL RHT 128 163.6 2018-10-02 SHORT +20940.33 Exit RHT: no fresh eligible price data as of 2018-12-21; closing stale/delisted holding, SHORT-term.
2018-12-21 SELL APA 451 26.55 2018-10-02 SHORT +11974.05 Exit APA: momentum/acceleration faded below floor; SHORT-term.
2018-12-21 SELL WBD 666 25.05 2018-07-09 SHORT +16683.30 Exit WBD: no fresh eligible price data as of 2018-12-21; closing stale/delisted holding, SHORT-term.
2018-12-21 SELL LW 74 73.6 2018-10-02 SHORT +5446.40 Exit LW: no fresh eligible price data as of 2018-12-21; closing stale/delisted holding, SHORT-term.
2018-12-21 SELL LW 230 73.6 2018-04-16 SHORT +16928.00 Exit LW: no fresh eligible price data as of 2018-12-21; closing stale/delisted holding, SHORT-term.
2018-12-21 DEPOSIT +5000.00 Monthly contribution x2
2018-12-07 DIVIDEND OXY 264 0.78 +205.92
2018-12-03 INTEREST +1.37
2018-11-02 DIVIDEND KKR 795 0.13 +99.38
2018-11-01 INTEREST +1.07
2018-10-19 DIVIDEND APA 451 0.25 +112.75
2018-10-16 DIVIDEND EOG 168 0.22 +36.96
2018-10-12 DIVIDEND COP 279 0.3 +85.09
2018-10-02 BUY NFLX 580 37.71 -21874.12 Accelerating momentum new: rank 15, 6m momentum 16.7%, recent 1m 2.6%, acceleration 8.4%, target weight 6.7%.
2018-10-02 BUY UAA 1,083 20.21 -21887.43 Accelerating momentum new: rank 14, 6m momentum 17.4%, recent 1m -1.2%, acceleration 8.0%, target weight 6.7%.
2018-10-02 BUY NFX 766 28.56 -21876.96 Accelerating momentum new: rank 13, 6m momentum 11.9%, recent 1m 4.7%, acceleration 13.7%, target weight 6.7%.
2018-10-02 BUY AES 1,517 14.43 -21890.31 Accelerating momentum new: rank 12, 6m momentum 22.6%, recent 1m 7.2%, acceleration 3.7%, target weight 6.7%.
2018-10-02 BUY KKR 795 27.52 -21878.40 Accelerating momentum new: rank 11, 6m momentum 18.7%, recent 1m 5.5%, acceleration 7.8%, target weight 6.7%.
2018-10-02 BUY TDG 59 369.93 -21825.87 Accelerating momentum new: rank 10, 6m momentum 22.6%, recent 1m 5.7%, acceleration 4.1%, target weight 6.7%.
2018-10-02 BUY LW 74 72 -5328.00 Accelerating momentum add: rank 9, 6m momentum 21.0%, recent 1m 6.5%, acceleration 7.6%, target weight 6.7%.
2018-10-02 BUY EOG 168 130 -21840.00 Accelerating momentum new: rank 8, 6m momentum 16.1%, recent 1m 10.0%, acceleration 13.4%, target weight 6.7%.
2018-10-02 BUY OXY 264 82.87 -21877.68 Accelerating momentum new: rank 7, 6m momentum 21.2%, recent 1m 3.8%, acceleration 8.5%, target weight 6.7%.
2018-10-02 BUY CLF 1,741 12.58 -21901.78 Accelerating momentum new: rank 5, 6m momentum 29.7%, recent 1m 25.2%, acceleration 2.6%, target weight 6.7%.
2018-10-02 BUY BSX 561 39.04 -21901.44 Accelerating momentum new: rank 4, 6m momentum 29.7%, recent 1m 9.8%, acceleration 2.7%, target weight 6.7%.
2018-10-02 BUY COP 279 78.28 -21840.12 Accelerating momentum new: rank 3, 6m momentum 36.0%, recent 1m 6.6%, acceleration 1.0%, target weight 6.7%.
2018-10-02 BUY RHT 128 170.88 -21872.20 Accelerating momentum new: rank 2, 6m momentum -5.3%, recent 1m 51.7%, acceleration 43.4%, target weight 6.7%.
2018-10-02 BUY APA 451 48.55 -21896.05 Accelerating momentum new: rank 1, 6m momentum 24.5%, recent 1m 10.8%, acceleration 15.0%, target weight 6.7%.
2018-10-02 SELL TPR 406 49.83 2018-07-09 SHORT +20230.98 Exit TPR: no fresh eligible price data as of 2018-10-02; closing stale/delisted holding, SHORT-term.
2018-10-02 SELL MOH 181 146.5 2018-07-09 SHORT +26516.50 Exit MOH: no fresh eligible price data as of 2018-10-02; closing stale/delisted holding, SHORT-term.
2018-10-02 SELL CIEN 689 29.76 2018-07-09 SHORT +20504.64 Exit CIEN: no fresh eligible price data as of 2018-10-02; closing stale/delisted holding, SHORT-term.
2018-10-02 SELL WDAY 146 142.9 2018-07-09 SHORT +20863.40 Exit WDAY: no fresh eligible price data as of 2018-10-02; closing stale/delisted holding, SHORT-term.
2018-10-02 SELL KDP 152 22.83 2018-07-09 SHORT +3470.16 Exit KDP: momentum/acceleration faded below floor; SHORT-term.
2018-10-02 SELL VRTX 108 191.93 2018-07-09 SHORT +20728.44 Exit VRTX: no fresh eligible price data as of 2018-10-02; closing stale/delisted holding, SHORT-term.
2018-10-02 SELL LUMN 948 21.83 2018-07-09 SHORT +20694.84 Exit LUMN: no fresh eligible price data as of 2018-10-02; closing stale/delisted holding, SHORT-term.
2018-10-02 SELL NYT 717 22.99 2018-07-09 SHORT +16483.83 Exit NYT: no fresh eligible price data as of 2018-10-02; closing stale/delisted holding, SHORT-term.
2018-10-02 SELL PAYC 179 146.92 2018-07-09 SHORT +26298.68 Exit PAYC: no fresh eligible price data as of 2018-10-02; closing stale/delisted holding, SHORT-term.
2018-10-02 SELL PTC 194 103.95 2018-07-09 SHORT +20166.30 Exit PTC: no fresh eligible price data as of 2018-10-02; closing stale/delisted holding, SHORT-term.
2018-10-02 SELL MTCH 473 56.29 2018-07-09 SHORT +26625.17 Exit MTCH: no fresh eligible price data as of 2018-10-02; closing stale/delisted holding, SHORT-term.
2018-10-02 SELL STX 321 46.93 2018-07-09 SHORT +15064.53 Exit STX: no fresh eligible price data as of 2018-10-02; closing stale/delisted holding, SHORT-term.
2018-10-02 SELL SEDG 347 40.3 2018-07-09 SHORT +13984.10 Exit SEDG: no fresh eligible price data as of 2018-10-02; closing stale/delisted holding, SHORT-term.
2018-10-02 SELL NKTR 309 49.37 2018-07-09 SHORT +15254.93 Exit NKTR: no fresh eligible price data as of 2018-10-02; closing stale/delisted holding, SHORT-term.
2018-10-02 SELL CPRI 227 66.1 2018-04-16 SHORT +15004.70 Exit CPRI: no fresh eligible price data as of 2018-10-02; closing stale/delisted holding, SHORT-term.
2018-10-02 DEPOSIT +7500.00 Monthly contribution x3
2018-10-01 INTEREST +1.00
2018-09-18 DIVIDEND STX 321 0.63 +202.23
2018-09-04 INTEREST +1.12
2018-08-01 INTEREST +1.26
2018-07-09 BUY TPR 406 46.41 -18842.46 Accelerating momentum new: rank 15, 6m momentum 10.0%, recent 1m 1.3%, acceleration 14.2%, target weight 6.7%.
2018-07-09 BUY MOH 181 103.68 -18766.08 Accelerating momentum new: rank 14, 6m momentum 13.3%, recent 1m 19.6%, acceleration 12.4%, target weight 6.7%.
2018-07-09 BUY CIEN 689 27.37 -18857.93 Accelerating momentum new: rank 13, 6m momentum 13.7%, recent 1m 12.3%, acceleration 15.3%, target weight 6.7%.
2018-07-09 BUY WDAY 146 129.1 -18848.60 Accelerating momentum new: rank 12, 6m momentum 24.4%, recent 1m 4.6%, acceleration 4.6%, target weight 6.7%.
2018-07-09 BUY KDP 152 123.66 -18796.32 Accelerating momentum new: rank 11, 6m momentum 28.6%, recent 1m 2.9%, acceleration 2.3%, target weight 6.7%.
2018-07-09 BUY VRTX 108 174.16 -18809.28 Accelerating momentum new: rank 10, 6m momentum 5.3%, recent 1m 19.5%, acceleration 26.5%, target weight 6.7%.
2018-07-09 BUY LUMN 948 19.89 -18855.72 Accelerating momentum new: rank 9, 6m momentum 22.4%, recent 1m 12.9%, acceleration 11.1%, target weight 6.7%.
2018-07-09 BUY NYT 717 26.3 -18857.10 Accelerating momentum new: rank 8, 6m momentum 24.5%, recent 1m 12.4%, acceleration 11.7%, target weight 6.7%.
2018-07-09 BUY WBD 666 28.3 -18847.80 Accelerating momentum new: rank 7, 6m momentum 14.7%, recent 1m 24.3%, acceleration 23.2%, target weight 6.7%.
2018-07-09 BUY PAYC 179 104.87 -18771.73 Accelerating momentum new: rank 6, 6m momentum 35.1%, recent 1m 1.8%, acceleration 6.2%, target weight 6.7%.
2018-07-09 BUY PTC 194 97.07 -18831.58 Accelerating momentum new: rank 5, 6m momentum 40.5%, recent 1m 12.3%, acceleration 1.3%, target weight 6.7%.
2018-07-09 BUY MTCH 473 39.82 -18834.86 Accelerating momentum new: rank 4, 6m momentum 44.3%, recent 1m -2.6%, acceleration 3.3%, target weight 6.7%.
2018-07-09 BUY STX 321 58.75 -18858.75 Accelerating momentum new: rank 3, 6m momentum 41.1%, recent 1m 6.4%, acceleration 8.3%, target weight 6.7%.
2018-07-09 BUY SEDG 347 54.3 -18842.10 Accelerating momentum new: rank 2, 6m momentum 54.7%, recent 1m 1.6%, acceleration 7.1%, target weight 6.7%.
2018-07-09 BUY NKTR 309 60.87 -18807.44 Accelerating momentum new: rank 1, 6m momentum 230.4%, recent 1m -14.0%, acceleration 7.0%, target weight 6.7%.
2018-07-09 SELL OXY 198 85.25 2018-04-16 SHORT +16879.50 Exit OXY: no fresh eligible price data as of 2018-07-09; closing stale/delisted holding, SHORT-term.
2018-07-09 SELL BA 44 341.92 2018-04-16 SHORT +15044.48 Exit BA: no fresh eligible price data as of 2018-07-09; closing stale/delisted holding, SHORT-term.
2018-07-09 SELL MUR 519 33.97 2018-04-16 SHORT +17630.43 Exit MUR: no fresh eligible price data as of 2018-07-09; closing stale/delisted holding, SHORT-term.
2018-07-09 SELL KSS 239 71.06 2018-04-16 SHORT +16983.34 Exit KSS: no fresh eligible price data as of 2018-07-09; closing stale/delisted holding, SHORT-term.
2018-07-09 SELL MPC 192 71.82 2018-04-16 SHORT +13789.44 Exit MPC: no fresh eligible price data as of 2018-07-09; closing stale/delisted holding, SHORT-term.
2018-07-09 SELL COP 226 71 2018-04-16 SHORT +16046.00 Exit COP: no fresh eligible price data as of 2018-07-09; closing stale/delisted holding, SHORT-term.
2018-07-09 SELL HP 206 66.79 2018-04-16 SHORT +13758.74 Exit HP: no fresh eligible price data as of 2018-07-09; closing stale/delisted holding, SHORT-term.
2018-07-09 SELL FSLR 212 54.83 2018-04-16 SHORT +11623.96 Exit FSLR: momentum/acceleration faded below floor; SHORT-term.
2018-07-09 SELL KBH 513 27.48 2018-04-16 SHORT +14097.24 Exit KBH: no fresh eligible price data as of 2018-07-09; closing stale/delisted holding, SHORT-term.
2018-07-09 SELL NTAP 218 79.39 2018-04-16 SHORT +17307.02 Exit NTAP: no fresh eligible price data as of 2018-07-09; closing stale/delisted holding, SHORT-term.
2018-07-09 SELL LULU 18 126.53 2018-04-16 SHORT +2277.54 Exit LULU: no fresh eligible price data as of 2018-07-09; closing stale/delisted holding, SHORT-term.
2018-07-09 SELL LULU 184 126.53 2018-01-04 SHORT +23281.52 Exit LULU: no fresh eligible price data as of 2018-07-09; closing stale/delisted holding, SHORT-term.
2018-07-09 SELL VLO 21 109.27 2018-04-16 SHORT +2294.67 Exit VLO: no fresh eligible price data as of 2018-07-09; closing stale/delisted holding, SHORT-term.
2018-07-09 SELL VLO 157 109.27 2018-01-04 SHORT +17155.39 Exit VLO: no fresh eligible price data as of 2018-07-09; closing stale/delisted holding, SHORT-term.
2018-07-09 SELL CF 338 43.6 2018-01-04 SHORT +14736.80 Exit CF: no fresh eligible price data as of 2018-07-09; closing stale/delisted holding, SHORT-term.
2018-07-09 SELL FCX 746 18.11 2018-01-04 SHORT +13510.06 Exit FCX: no fresh eligible price data as of 2018-07-09; closing stale/delisted holding, SHORT-term.
2018-07-09 SELL CAR 338 34.67 2018-01-04 SHORT +11718.46 Exit CAR: momentum/acceleration faded below floor; SHORT-term.
2018-07-09 SELL BBBY 258 37.3 2018-04-16 SHORT +9623.40 Exit BBBY: momentum/acceleration faded below floor; SHORT-term.
2018-07-09 SELL BBBY 189 37.3 2018-01-04 SHORT +7049.70 Exit BBBY: momentum/acceleration faded below floor; SHORT-term.
2018-07-09 SELL CNC 296 64.65 2017-10-05 SHORT +19136.40 Exit CNC: no fresh eligible price data as of 2018-07-09; closing stale/delisted holding, SHORT-term.
2018-07-09 DEPOSIT +7500.00 Monthly contribution x3
2018-07-05 DIVIDEND NTAP 218 0.4 +87.20
2018-07-02 INTEREST +2.05
2018-06-12 DIVIDEND KSS 239 0.61 +145.79
2018-06-08 DIVIDEND OXY 198 0.77 +152.46
2018-06-01 INTEREST +1.53
2018-05-16 DIVIDEND VLO 178 0.8 +142.40
2018-05-15 DIVIDEND MPC 192 0.46 +88.32
2018-05-14 DIVIDEND CF 338 0.3 +101.40
2018-05-11 DIVIDEND COP 226 0.28 +64.41
2018-05-10 DIVIDEND BA 44 1.71 +75.24
2018-05-01 INTEREST +1.14
2018-04-16 BUY OXY 198 74.91 -14832.18 Accelerating momentum new: rank 15, 6m momentum 3.8%, recent 1m 17.2%, acceleration 33.7%, target weight 6.7%.
2018-04-16 BUY BA 44 331.77 -14597.88 Accelerating momentum new: rank 14, 6m momentum 36.4%, recent 1m 0.5%, acceleration 2.4%, target weight 6.7%.
2018-04-16 BUY MUR 519 28.67 -14879.73 Accelerating momentum new: rank 13, 6m momentum -0.4%, recent 1m 13.5%, acceleration 40.5%, target weight 6.7%.
2018-04-16 BUY LW 230 64.73 -14887.90 Accelerating momentum new: rank 12, 6m momentum 19.5%, recent 1m 16.4%, acceleration 20.9%, target weight 6.7%.
2018-04-16 BUY KSS 239 62.07 -14834.73 Accelerating momentum new: rank 11, 6m momentum 39.7%, recent 1m 0.9%, acceleration 4.7%, target weight 6.7%.
2018-04-16 BUY MPC 192 77.52 -14883.84 Accelerating momentum new: rank 10, 6m momentum 29.0%, recent 1m 13.0%, acceleration 16.9%, target weight 6.7%.
2018-04-16 BUY LULU 18 93.76 -1687.68 Accelerating momentum add: rank 9, 6m momentum 29.4%, recent 1m 17.8%, acceleration 16.8%, target weight 6.7%.
2018-04-16 BUY VLO 21 105.49 -2215.29 Accelerating momentum add: rank 8, 6m momentum 30.0%, recent 1m 14.3%, acceleration 18.8%, target weight 6.7%.
2018-04-16 BUY COP 226 65.73 -14854.98 Accelerating momentum new: rank 7, 6m momentum 18.6%, recent 1m 21.7%, acceleration 31.7%, target weight 6.7%.
2018-04-16 BUY HP 206 72.19 -14871.14 Accelerating momentum new: rank 6, 6m momentum 27.1%, recent 1m 15.2%, acceleration 26.1%, target weight 6.7%.
2018-04-16 BUY FSLR 212 70.12 -14865.44 Accelerating momentum new: rank 5, 6m momentum 46.8%, recent 1m 2.0%, acceleration 8.4%, target weight 6.7%.
2018-04-16 BUY CPRI 227 65.5 -14868.50 Accelerating momentum new: rank 4, 6m momentum 41.8%, recent 1m 7.7%, acceleration 14.4%, target weight 6.7%.
2018-04-16 BUY KBH 513 28.99 -14871.87 Accelerating momentum new: rank 3, 6m momentum 32.3%, recent 1m 2.9%, acceleration 26.7%, target weight 6.7%.
2018-04-16 BUY NTAP 218 68.27 -14882.86 Accelerating momentum new: rank 2, 6m momentum 58.1%, recent 1m 7.2%, acceleration 5.8%, target weight 6.7%.
2018-04-16 BUY BBBY 258 36.95 -9533.10 Accelerating momentum add: rank 1, 6m momentum 92.0%, recent 1m -23.3%, acceleration 15.6%, target weight 6.7%.
2018-04-16 SELL NVDA 2,760 5.79 2018-01-04 SHORT +15972.95 Exit NVDA: no fresh eligible price data as of 2018-04-16; closing stale/delisted holding, SHORT-term.
2018-04-16 SELL ON 647 25.05 2018-01-04 SHORT +16207.35 Exit ON: no fresh eligible price data as of 2018-04-16; closing stale/delisted holding, SHORT-term.
2018-04-16 SELL CLF 1,833 6.78 2018-01-04 SHORT +12427.74 Exit CLF: momentum/acceleration faded below floor; SHORT-term.
2018-04-16 SELL TTWO 129 98.47 2018-01-04 SHORT +12702.63 Exit TTWO: no fresh eligible price data as of 2018-04-16; closing stale/delisted holding, SHORT-term.
2018-04-16 SELL MTCH 458 46.16 2018-01-04 SHORT +21141.28 Exit MTCH: no fresh eligible price data as of 2018-04-16; closing stale/delisted holding, SHORT-term.
2018-04-16 SELL WB 126 116.55 2018-01-04 SHORT +14685.30 Exit WB: no fresh eligible price data as of 2018-04-16; closing stale/delisted holding, SHORT-term.
2018-04-16 SELL IPGP 62 232.47 2018-01-04 SHORT +14413.14 Exit IPGP: no fresh eligible price data as of 2018-04-16; closing stale/delisted holding, SHORT-term.
2018-04-16 SELL ATI 553 25.88 2018-01-04 SHORT +14311.64 Exit ATI: no fresh eligible price data as of 2018-04-16; closing stale/delisted holding, SHORT-term.
2018-04-16 SELL MTD 22 570.76 2017-10-05 SHORT +12556.72 Exit MTD: no fresh eligible price data as of 2018-04-16; closing stale/delisted holding, SHORT-term.
2018-04-16 SELL AAL 285 46.4 2017-10-05 SHORT +13224.00 Exit AAL: no fresh eligible price data as of 2018-04-16; closing stale/delisted holding, SHORT-term.
2018-04-16 SELL AMAT 280 56.87 2017-10-05 SHORT +15923.60 Exit AMAT: no fresh eligible price data as of 2018-04-16; closing stale/delisted holding, SHORT-term.
2018-04-16 SELL MU 29 51.65 2018-01-04 SHORT +1497.85 Exit MU: no fresh eligible price data as of 2018-04-16; closing stale/delisted holding, SHORT-term.
2018-04-16 SELL MU 366 51.65 2017-10-05 SHORT +18903.90 Exit MU: no fresh eligible price data as of 2018-04-16; closing stale/delisted holding, SHORT-term.
2018-04-16 DEPOSIT +7500.00 Monthly contribution x3
2018-04-12 DIVIDEND FCX 746 0.05 +37.30
2018-04-02 INTEREST +1.29
2018-03-01 INTEREST +0.98
2018-02-22 DIVIDEND NVDA 2,760 0 +10.35
2018-02-20 DIVIDEND AMAT 280 0.1 +28.00
2018-02-15 DIVIDEND CF 338 0.3 +101.40
2018-02-12 DIVIDEND VLO 157 0.8 +125.60
2018-02-05 DIVIDEND AAL 285 0.1 +28.50
2018-02-01 INTEREST +0.89
2018-01-04 BUY NVDA 2,760 5.34 -14737.57 Accelerating momentum new: rank 15, 6m momentum 26.7%, recent 1m 14.4%, acceleration 11.2%, target weight 6.7%.
2018-01-04 BUY LULU 184 79.85 -14692.40 Accelerating momentum new: rank 14, 6m momentum 29.1%, recent 1m 18.8%, acceleration 9.2%, target weight 6.7%.
2018-01-04 BUY ON 647 22.78 -14738.66 Accelerating momentum new: rank 13, 6m momentum 18.0%, recent 1m 20.0%, acceleration 20.5%, target weight 6.7%.
2018-01-04 BUY VLO 157 93.59 -14693.63 Accelerating momentum new: rank 12, 6m momentum 34.3%, recent 1m 11.9%, acceleration 4.3%, target weight 6.7%.
2018-01-04 BUY CLF 1,833 8.04 -14737.32 Accelerating momentum new: rank 11, 6m momentum 14.8%, recent 1m 19.1%, acceleration 27.4%, target weight 6.7%.
2018-01-04 BUY MU 29 46.88 -1359.52 Accelerating momentum add: rank 10, 6m momentum 26.4%, recent 1m 17.5%, acceleration 16.6%, target weight 6.7%.
2018-01-04 BUY TTWO 129 114.02 -14708.58 Accelerating momentum new: rank 9, 6m momentum 31.5%, recent 1m 11.7%, acceleration 12.5%, target weight 6.7%.
2018-01-04 BUY MTCH 458 32.13 -14715.54 Accelerating momentum new: rank 8, 6m momentum 45.8%, recent 1m 13.9%, acceleration 1.9%, target weight 6.7%.
2018-01-04 BUY WB 126 116.21 -14642.46 Accelerating momentum new: rank 7, 6m momentum 35.2%, recent 1m 13.9%, acceleration 15.0%, target weight 6.7%.
2018-01-04 BUY IPGP 62 236.81 -14682.22 Accelerating momentum new: rank 6, 6m momentum 39.5%, recent 1m 17.9%, acceleration 12.2%, target weight 6.7%.
2018-01-04 BUY CF 338 43.6 -14736.80 Accelerating momentum new: rank 5, 6m momentum 41.4%, recent 1m 18.2%, acceleration 13.0%, target weight 6.7%.
2018-01-04 BUY FCX 746 19.74 -14726.04 Accelerating momentum new: rank 4, 6m momentum 20.7%, recent 1m 38.0%, acceleration 39.6%, target weight 6.7%.
2018-01-04 BUY ATI 553 26.64 -14731.92 Accelerating momentum new: rank 3, 6m momentum 37.8%, recent 1m 16.6%, acceleration 25.8%, target weight 6.7%.
2018-01-04 BUY CAR 338 43.52 -14709.76 Accelerating momentum new: rank 2, 6m momentum 83.7%, recent 1m 9.5%, acceleration 8.2%, target weight 6.7%.
2018-01-04 BUY BBBY 189 77.8 -14704.20 Accelerating momentum new: rank 1, 6m momentum 219.0%, recent 1m 68.8%, acceleration 12.8%, target weight 6.7%.
2018-01-04 SELL MAR 129 135.7 2017-10-05 SHORT +17505.30 Exit MAR: no fresh eligible price data as of 2018-01-04; closing stale/delisted holding, SHORT-term.
2018-01-04 SELL LITE 260 50.2 2017-10-05 SHORT +13052.00 Exit LITE: momentum/acceleration faded below floor; SHORT-term.
2018-01-04 SELL EW 387 38.47 2017-10-05 SHORT +14887.89 Exit EW: no fresh eligible price data as of 2018-01-04; closing stale/delisted holding, SHORT-term.
2018-01-04 SELL ABBV 159 99.38 2017-10-05 SHORT +15801.42 Exit ABBV: no fresh eligible price data as of 2018-01-04; closing stale/delisted holding, SHORT-term.
2018-01-04 SELL BBY 250 67.28 2017-10-05 SHORT +16820.00 Exit BBY: no fresh eligible price data as of 2018-01-04; closing stale/delisted holding, SHORT-term.
2018-01-04 SELL VEEV 248 56.9 2017-10-05 SHORT +14111.20 Exit VEEV: no fresh eligible price data as of 2018-01-04; closing stale/delisted holding, SHORT-term.
2018-01-04 SELL TEX 317 47.56 2017-10-05 SHORT +15076.52 Exit TEX: no fresh eligible price data as of 2018-01-04; closing stale/delisted holding, SHORT-term.
2018-01-04 SELL MOH 214 77.64 2017-10-05 SHORT +16614.96 Exit MOH: no fresh eligible price data as of 2018-01-04; closing stale/delisted holding, SHORT-term.
2018-01-04 SELL XYZ 468 38.1 2017-10-05 SHORT +17830.80 Exit XYZ: no fresh eligible price data as of 2018-01-04; closing stale/delisted holding, SHORT-term.
2018-01-04 SELL CE 152 107.24 2017-06-30 SHORT +16300.48 Exit CE: no fresh eligible price data as of 2018-01-04; closing stale/delisted holding, SHORT-term.
2018-01-04 SELL PHM 588 33.83 2017-06-30 SHORT +19892.04 Exit PHM: no fresh eligible price data as of 2018-01-04; closing stale/delisted holding, SHORT-term.
2018-01-04 SELL KBH 43 33.14 2017-10-05 SHORT +1425.02 Exit KBH: no fresh eligible price data as of 2018-01-04; closing stale/delisted holding, SHORT-term.
2018-01-04 SELL KBH 602 33.14 2017-06-30 SHORT +19950.28 Exit KBH: no fresh eligible price data as of 2018-01-04; closing stale/delisted holding, SHORT-term.
2018-01-04 DEPOSIT +7500.00 Monthly contribution x3
2018-01-02 INTEREST +0.60
2017-12-11 DIVIDEND PHM 588 0.09 +52.92
2017-12-06 DIVIDEND BBY 250 0.34 +85.00
2017-12-01 INTEREST +0.43
2017-11-22 DIVIDEND AMAT 280 0.1 +28.00
2017-11-21 DIVIDEND MAR 129 0.33 +42.57
2017-11-10 DIVIDEND AAL 285 0.1 +28.50
2017-11-01 INTEREST +0.40
2017-10-12 DIVIDEND ABBV 159 0.64 +101.76
2017-10-05 BUY MAR 129 111.27 -14353.83 Accelerating momentum new: rank 15, 6m momentum 17.8%, recent 1m 9.3%, acceleration 7.9%, target weight 6.7%.
2017-10-05 BUY CNC 296 48.67 -14407.80 Accelerating momentum new: rank 14, 6m momentum 25.7%, recent 1m 10.2%, acceleration 1.5%, target weight 6.7%.
2017-10-05 BUY LITE 260 55.3 -14378.00 Accelerating momentum new: rank 13, 6m momentum 27.1%, recent 1m -4.4%, acceleration 1.7%, target weight 6.7%.
2017-10-05 BUY MTD 22 644.85 -14186.70 Accelerating momentum new: rank 12, 6m momentum 25.6%, recent 1m 6.5%, acceleration 3.6%, target weight 6.7%.
2017-10-05 BUY AAL 285 50.56 -14409.60 Accelerating momentum new: rank 11, 6m momentum -1.3%, recent 1m 14.1%, acceleration 30.5%, target weight 6.7%.
2017-10-05 BUY EW 387 37.21 -14400.27 Accelerating momentum new: rank 10, 6m momentum 25.4%, recent 1m -0.5%, acceleration 4.5%, target weight 6.7%.
2017-10-05 BUY ABBV 159 90.18 -14338.62 Accelerating momentum new: rank 9, 6m momentum 20.1%, recent 1m 17.0%, acceleration 10.1%, target weight 6.7%.
2017-10-05 BUY BBY 250 57.49 -14372.50 Accelerating momentum new: rank 8, 6m momentum 23.4%, recent 1m 3.3%, acceleration 7.1%, target weight 6.7%.
2017-10-05 BUY AMAT 280 51.43 -14400.40 Accelerating momentum new: rank 7, 6m momentum 20.3%, recent 1m 15.0%, acceleration 12.2%, target weight 6.7%.
2017-10-05 BUY VEEV 248 58.03 -14391.44 Accelerating momentum new: rank 6, 6m momentum 31.6%, recent 1m -0.4%, acceleration 6.2%, target weight 6.7%.
2017-10-05 BUY TEX 317 45.43 -14401.31 Accelerating momentum new: rank 5, 6m momentum 22.8%, recent 1m 18.8%, acceleration 16.0%, target weight 6.7%.
2017-10-05 BUY MU 366 39.37 -14409.42 Accelerating momentum new: rank 4, 6m momentum 27.1%, recent 1m 22.1%, acceleration 15.3%, target weight 6.7%.
2017-10-05 BUY MOH 214 67.37 -14417.18 Accelerating momentum new: rank 3, 6m momentum 33.4%, recent 1m 4.2%, acceleration 11.8%, target weight 6.7%.
2017-10-05 BUY KBH 43 25.64 -1102.52 Accelerating momentum add: rank 2, 6m momentum 13.8%, recent 1m 20.3%, acceleration 31.7%, target weight 6.7%.
2017-10-05 BUY XYZ 468 30.76 -14395.68 Accelerating momentum new: rank 1, 6m momentum 54.8%, recent 1m 18.1%, acceleration 7.7%, target weight 6.7%.
2017-10-05 SELL BAC 595 26.13 2017-06-30 SHORT +15547.35 Exit BAC: momentum/acceleration faded below floor; SHORT-term.
2017-10-05 SELL ZBH 115 115.69 2017-06-30 SHORT +13304.27 Exit ZBH: momentum/acceleration faded below floor; SHORT-term.
2017-10-05 SELL RMD 185 77.3 2017-06-30 SHORT +14300.50 Exit RMD: no fresh eligible price data as of 2017-10-05; closing stale/delisted holding, SHORT-term.
2017-10-05 SELL LLY 175 87.65 2017-06-30 SHORT +15338.75 Exit LLY: momentum/acceleration faded below floor; SHORT-term.
2017-10-05 SELL HCA 165 77.26 2017-06-30 SHORT +12747.90 Exit HCA: momentum/acceleration faded below floor; SHORT-term.
2017-10-05 SELL DXCM 789 12 2017-06-30 SHORT +9468.00 Exit DXCM: no fresh eligible price data as of 2017-10-05; closing stale/delisted holding, SHORT-term.
2017-10-05 SELL URI 128 141.98 2017-06-30 SHORT +18173.44 Exit URI: momentum/acceleration faded below floor; SHORT-term.
2017-10-05 SELL THC 746 15.63 2017-06-30 SHORT +11659.98 Exit THC: no fresh eligible price data as of 2017-10-05; closing stale/delisted holding, SHORT-term.
2017-10-05 SELL NCLH 266 58.41 2017-06-30 SHORT +15537.06 Exit NCLH: no fresh eligible price data as of 2017-10-05; closing stale/delisted holding, SHORT-term.
2017-10-05 SELL BC 230 57.49 2017-06-30 SHORT +13222.70 Exit BC: momentum/acceleration faded below floor; SHORT-term.
2017-10-05 SELL NRG 838 25.57 2017-06-30 SHORT +21427.66 Exit NRG: no fresh eligible price data as of 2017-10-05; closing stale/delisted holding, SHORT-term.
2017-10-05 SELL AMD 1,157 13.34 2017-06-30 SHORT +15434.38 Exit AMD: momentum/acceleration faded below floor; SHORT-term.
2017-10-05 SELL COP 326 49.7 2017-04-07 SHORT +16202.20 Exit COP: momentum/acceleration faded below floor; SHORT-term.
2017-10-05 DEPOSIT +10000.00 Monthly contribution x4
2017-10-02 INTEREST +0.37
2017-09-18 DIVIDEND PHM 588 0.09 +52.92
2017-09-01 INTEREST +0.32
2017-08-30 DIVIDEND BAC 595 0.12 +71.40
2017-08-11 DIVIDEND LLY 175 0.52 +91.00
2017-08-01 INTEREST +0.25
2017-07-20 DIVIDEND COP 326 0.27 +86.39
2017-07-03 INTEREST +0.49
2017-06-30 BUY BAC 595 24.26 -14434.70 Accelerating momentum new: rank 15, 6m momentum 11.5%, recent 1m 7.2%, acceleration 11.3%, target weight 6.7%.
2017-06-30 BUY ZBH 115 124.66 -14335.92 Accelerating momentum new: rank 14, 6m momentum 18.6%, recent 1m 4.7%, acceleration 4.2%, target weight 6.7%.
2017-06-30 BUY RMD 185 77.87 -14405.95 Accelerating momentum new: rank 13, 6m momentum 15.8%, recent 1m 8.3%, acceleration 8.4%, target weight 6.7%.
2017-06-30 BUY CE 152 94.94 -14430.88 Accelerating momentum new: rank 12, 6m momentum 13.8%, recent 1m 8.2%, acceleration 10.5%, target weight 6.7%.
2017-06-30 BUY LLY 175 82.3 -14402.50 Accelerating momentum new: rank 11, 6m momentum 19.1%, recent 1m 2.9%, acceleration 7.8%, target weight 6.7%.
2017-06-30 BUY HCA 165 87.2 -14388.00 Accelerating momentum new: rank 10, 6m momentum 17.1%, recent 1m 4.1%, acceleration 10.0%, target weight 6.7%.
2017-06-30 BUY PHM 588 24.53 -14423.64 Accelerating momentum new: rank 9, 6m momentum 19.6%, recent 1m 6.3%, acceleration 8.3%, target weight 6.7%.
2017-06-30 BUY DXCM 789 18.29 -14428.84 Accelerating momentum new: rank 8, 6m momentum -1.8%, recent 1m 9.4%, acceleration 30.5%, target weight 6.7%.
2017-06-30 BUY URI 128 112.71 -14426.88 Accelerating momentum new: rank 7, 6m momentum 14.2%, recent 1m 2.5%, acceleration 14.6%, target weight 6.7%.
2017-06-30 BUY THC 746 19.34 -14427.64 Accelerating momentum new: rank 6, 6m momentum 15.8%, recent 1m 11.4%, acceleration 13.4%, target weight 6.7%.
2017-06-30 BUY NCLH 266 54.29 -14441.14 Accelerating momentum new: rank 5, 6m momentum 25.1%, recent 1m 6.6%, acceleration 6.2%, target weight 6.7%.
2017-06-30 BUY BC 230 62.73 -14427.90 Accelerating momentum new: rank 4, 6m momentum 14.0%, recent 1m 11.6%, acceleration 19.8%, target weight 6.7%.
2017-06-30 BUY KBH 602 23.97 -14429.94 Accelerating momentum new: rank 3, 6m momentum 31.3%, recent 1m 12.6%, acceleration 5.5%, target weight 6.7%.
2017-06-30 BUY NRG 838 17.22 -14430.36 Accelerating momentum new: rank 2, 6m momentum 48.2%, recent 1m 2.7%, acceleration 13.1%, target weight 6.7%.
2017-06-30 BUY AMD 1,157 12.48 -14439.36 Accelerating momentum new: rank 1, 6m momentum 22.4%, recent 1m 14.2%, acceleration 39.1%, target weight 6.7%.
2017-06-30 SELL DRI 195 90.44 2017-04-07 SHORT +17635.80 Exit DRI: no fresh eligible price data as of 2017-06-30; closing stale/delisted holding, SHORT-term.
2017-06-30 SELL HP 240 54.34 2017-04-07 SHORT +13041.60 Exit HP: momentum/acceleration faded below floor; SHORT-term.
2017-06-30 SELL HAL 325 42.71 2017-04-07 SHORT +13880.75 Exit HAL: momentum/acceleration faded below floor; SHORT-term.
2017-06-30 SELL MGM 575 31.29 2017-04-07 SHORT +17991.75 Exit MGM: no fresh eligible price data as of 2017-06-30; closing stale/delisted holding, SHORT-term.
2017-06-30 SELL MLM 73 222.58 2017-04-07 SHORT +16248.34 Exit MLM: no fresh eligible price data as of 2017-06-30; closing stale/delisted holding, SHORT-term.
2017-06-30 SELL FTI 648 20.24 2017-04-07 SHORT +13114.29 Exit FTI: momentum/acceleration faded below floor; SHORT-term.
2017-06-30 SELL BKR 263 54.51 2017-04-07 SHORT +14336.13 Exit BKR: momentum/acceleration faded below floor; SHORT-term.
2017-06-30 SELL TRGP 272 45.2 2017-04-07 SHORT +12294.40 Exit TRGP: momentum/acceleration faded below floor; SHORT-term.
2017-06-30 SELL TSLA 801 24.11 2017-04-07 SHORT +19309.95 Exit TSLA: no fresh eligible price data as of 2017-06-30; closing stale/delisted holding, SHORT-term.
2017-06-30 SELL FCX 1,209 12.01 2017-04-07 SHORT +14520.09 Exit FCX: momentum/acceleration faded below floor; SHORT-term.
2017-06-30 SELL STLD 458 35.81 2017-04-07 SHORT +16400.98 Exit STLD: momentum/acceleration faded below floor; SHORT-term.
2017-06-30 SELL FMC 247 63.36 2017-04-07 SHORT +15649.06 Exit FMC: no fresh eligible price data as of 2017-06-30; closing stale/delisted holding, SHORT-term.
2017-06-30 SELL NBR 23 407 2017-04-07 SHORT +9361.00 Exit NBR: momentum/acceleration faded below floor; SHORT-term.
2017-06-30 SELL WDC 65 66.97 2017-04-07 SHORT +4352.98 Exit WDC: no fresh eligible price data as of 2017-06-30; closing stale/delisted holding, SHORT-term.
2017-06-30 SELL WDC 186 66.97 2017-01-04 SHORT +12456.23 Exit WDC: no fresh eligible price data as of 2017-06-30; closing stale/delisted holding, SHORT-term.
2017-06-30 DEPOSIT +5000.00 Monthly contribution x2
2017-06-28 DIVIDEND WDC 251 0.38 +94.86
2017-06-05 DIVIDEND HAL 325 0.18 +58.50
2017-06-01 INTEREST +0.46
2017-05-11 DIVIDEND COP 326 0.27 +86.39
2017-05-01 INTEREST +0.38
2017-04-07 BUY DRI 195 82.84 -16153.80 Accelerating momentum new: rank 15, 6m momentum 19.5%, recent 1m 10.1%, acceleration 5.0%, target weight 6.7%.
2017-04-07 BUY HP 240 67.32 -16156.80 Accelerating momentum new: rank 14, 6m momentum 6.6%, recent 1m 0.5%, acceleration 17.9%, target weight 6.7%.
2017-04-07 BUY HAL 325 49.68 -16146.00 Accelerating momentum new: rank 13, 6m momentum 16.8%, recent 1m -2.4%, acceleration 7.8%, target weight 6.7%.
2017-04-07 BUY MGM 575 28.11 -16163.25 Accelerating momentum new: rank 12, 6m momentum 1.0%, recent 1m 10.5%, acceleration 24.4%, target weight 6.7%.
2017-04-07 BUY MLM 73 221.41 -16162.93 Accelerating momentum new: rank 11, 6m momentum 15.1%, recent 1m 6.4%, acceleration 11.7%, target weight 6.7%.
2017-04-07 BUY COP 326 49.54 -16150.04 Accelerating momentum new: rank 10, 6m momentum 12.1%, recent 1m 6.6%, acceleration 15.0%, target weight 6.7%.
2017-04-07 BUY FTI 648 24.93 -16151.79 Accelerating momentum new: rank 9, 6m momentum 11.7%, recent 1m 6.3%, acceleration 19.8%, target weight 6.7%.
2017-04-07 BUY BKR 263 61.28 -16116.64 Accelerating momentum new: rank 8, 6m momentum 15.0%, recent 1m 6.8%, acceleration 17.0%, target weight 6.7%.
2017-04-07 BUY TRGP 272 59.35 -16143.20 Accelerating momentum new: rank 7, 6m momentum 18.6%, recent 1m 6.9%, acceleration 13.4%, target weight 6.7%.
2017-04-07 BUY TSLA 801 20.17 -16155.61 Accelerating momentum new: rank 6, 6m momentum 21.4%, recent 1m 23.5%, acceleration 16.6%, target weight 6.7%.
2017-04-07 BUY FCX 1,209 13.37 -16164.33 Accelerating momentum new: rank 5, 6m momentum 17.0%, recent 1m 7.8%, acceleration 24.6%, target weight 6.7%.
2017-04-07 BUY STLD 458 35.24 -16139.92 Accelerating momentum new: rank 4, 6m momentum 36.4%, recent 1m 3.5%, acceleration 10.9%, target weight 6.7%.
2017-04-07 BUY WDC 65 64.38 -4184.47 Accelerating momentum add: rank 3, 6m momentum 39.3%, recent 1m 14.7%, acceleration 9.2%, target weight 6.7%.
2017-04-07 BUY FMC 247 65.26 -16118.21 Accelerating momentum new: rank 2, 6m momentum 25.4%, recent 1m 27.9%, acceleration 27.0%, target weight 6.7%.
2017-04-07 BUY NBR 23 683.5 -15720.50 Accelerating momentum new: rank 1, 6m momentum 25.0%, recent 1m 3.3%, acceleration 30.6%, target weight 6.7%.
2017-04-07 SELL GT 311 35.18 2017-01-04 SHORT +10940.98 Exit GT: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 SELL WCG 70 158.81 2017-01-04 SHORT +11116.77 Exit WCG: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 SELL CMA 141 76.02 2017-01-04 SHORT +10718.88 Exit CMA: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 SELL JBL 415 28.72 2017-01-04 SHORT +11918.80 Exit JBL: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 SELL TSN 156 62.16 2017-01-04 SHORT +9696.96 Exit TSN: momentum/acceleration faded below floor; SHORT-term.
2017-04-07 SELL EW 309 31.49 2017-01-04 SHORT +9729.39 Exit EW: momentum/acceleration faded below floor; SHORT-term.
2017-04-07 SELL CHTR 34 330.65 2017-01-04 SHORT +11242.10 Exit CHTR: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 SELL ADSK 128 84.79 2017-01-04 SHORT +10853.12 Exit ADSK: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 SELL EBAY 334 33.91 2017-01-04 SHORT +11325.94 Exit EBAY: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 SELL ON 766 15.15 2017-01-04 SHORT +11604.90 Exit ON: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 SELL GEN 411 30.81 2017-01-04 SHORT +12662.91 Exit GEN: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 SELL MU 445 28.52 2017-01-04 SHORT +12691.40 Exit MU: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 SELL WB 230 49.75 2017-01-04 SHORT +11442.50 Exit WB: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 SELL AMD 871 13.52 2017-01-04 SHORT +11775.92 Exit AMD: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 SELL ISRG 148 85.24 2016-10-06 SHORT +12614.87 Exit ISRG: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 SELL BAX 245 52.79 2016-10-06 SHORT +12933.55 Exit BAX: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 SELL NXPI 114 104.55 2016-10-06 SHORT +11918.70 Exit NXPI: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 SELL ALB 141 105.94 2016-10-06 SHORT +14937.54 Exit ALB: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 SELL AMZN 281 44.74 2016-10-06 SHORT +12573.06 Exit AMZN: no fresh eligible price data as of 2017-04-07; closing stale/delisted holding, SHORT-term.
2017-04-07 DEPOSIT +7500.00 Monthly contribution x3
2017-04-03 INTEREST +0.27
2017-03-29 DIVIDEND WDC 186 0.38 +70.29
2017-03-01 INTEREST +0.23
2017-02-01 INTEREST +0.24
2017-01-04 BUY GT 311 32 -9952.00 Accelerating momentum new: rank 15, 6m momentum 9.6%, recent 1m 7.5%, acceleration 15.1%, target weight 6.7%.
2017-01-04 BUY WCG 70 141.63 -9914.01 Accelerating momentum new: rank 14, 6m momentum 15.4%, recent 1m 10.0%, acceleration 10.0%, target weight 6.7%.
2017-01-04 BUY CMA 141 70.32 -9915.35 Accelerating momentum new: rank 13, 6m momentum 17.3%, recent 1m 10.1%, acceleration 9.6%, target weight 6.7%.
2017-01-04 BUY JBL 415 23.95 -9939.25 Accelerating momentum new: rank 12, 6m momentum 4.5%, recent 1m 16.8%, acceleration 22.5%, target weight 6.7%.
2017-01-04 BUY TSN 156 63.47 -9901.32 Accelerating momentum new: rank 11, 6m momentum -6.3%, recent 1m 11.3%, acceleration 33.8%, target weight 6.7%.
2017-01-04 BUY EW 309 32.18 -9943.62 Accelerating momentum new: rank 10, 6m momentum -17.8%, recent 1m 15.8%, acceleration 45.9%, target weight 6.7%.
2017-01-04 BUY CHTR 34 291.55 -9912.70 Accelerating momentum new: rank 9, 6m momentum 20.3%, recent 1m 9.3%, acceleration 9.6%, target weight 6.7%.
2017-01-04 BUY ADSK 128 77.52 -9922.56 Accelerating momentum new: rank 8, 6m momentum 20.3%, recent 1m 9.8%, acceleration 11.0%, target weight 6.7%.
2017-01-04 BUY WDC 186 53.32 -9917.19 Accelerating momentum new: rank 7, 6m momentum 31.9%, recent 1m 11.3%, acceleration 3.4%, target weight 6.7%.
2017-01-04 BUY EBAY 334 29.76 -9939.84 Accelerating momentum new: rank 6, 6m momentum 18.5%, recent 1m 4.7%, acceleration 17.4%, target weight 6.7%.
2017-01-04 BUY ON 766 13 -9958.00 Accelerating momentum new: rank 5, 6m momentum 13.4%, recent 1m 16.9%, acceleration 25.6%, target weight 6.7%.
2017-01-04 BUY GEN 411 24.22 -9954.42 Accelerating momentum new: rank 4, 6m momentum 36.8%, recent 1m 3.0%, acceleration 9.9%, target weight 6.7%.
2017-01-04 BUY MU 445 22.36 -9950.20 Accelerating momentum new: rank 3, 6m momentum 47.1%, recent 1m 19.0%, acceleration 13.4%, target weight 6.7%.
2017-01-04 BUY WB 230 43.2 -9936.00 Accelerating momentum new: rank 2, 6m momentum 60.1%, recent 1m -6.9%, acceleration 7.7%, target weight 6.7%.
2017-01-04 BUY AMD 871 11.43 -9955.53 Accelerating momentum new: rank 1, 6m momentum 90.8%, recent 1m 34.0%, acceleration 11.6%, target weight 6.7%.
2017-01-04 SELL ABT 126 39.36 2016-10-06 SHORT +4959.36 Exit ABT: momentum/acceleration faded below floor; SHORT-term.
2017-01-04 SELL MLM 66 226.36 2016-10-06 SHORT +14939.76 Exit MLM: no fresh eligible price data as of 2017-01-04; closing stale/delisted holding, SHORT-term.
2017-01-04 SELL STLD 488 37.78 2016-10-06 SHORT +18436.64 Exit STLD: no fresh eligible price data as of 2017-01-04; closing stale/delisted holding, SHORT-term.
2017-01-04 SELL EQT 298 35.49 2016-10-06 SHORT +10575.19 Exit EQT: no fresh eligible price data as of 2017-01-04; closing stale/delisted holding, SHORT-term.
2017-01-04 SELL HAL 255 55.89 2016-10-06 SHORT +14251.95 Exit HAL: no fresh eligible price data as of 2017-01-04; closing stale/delisted holding, SHORT-term.
2017-01-04 SELL APA 184 63.59 2016-10-06 SHORT +11700.56 Exit APA: no fresh eligible price data as of 2017-01-04; closing stale/delisted holding, SHORT-term.
2017-01-04 SELL MUR 395 31.61 2016-10-06 SHORT +12485.95 Exit MUR: no fresh eligible price data as of 2017-01-04; closing stale/delisted holding, SHORT-term.
2017-01-04 SELL INCY 124 102.84 2016-10-06 SHORT +12752.16 Exit INCY: no fresh eligible price data as of 2017-01-04; closing stale/delisted holding, SHORT-term.
2017-01-04 SELL NBR 18 874.5 2016-10-06 SHORT +15741.00 Exit NBR: no fresh eligible price data as of 2017-01-04; closing stale/delisted holding, SHORT-term.
2017-01-04 SELL DXC 264 51.45 2016-10-06 SHORT +13583.67 Exit DXC: no fresh eligible price data as of 2017-01-04; closing stale/delisted holding, SHORT-term.
2017-01-04 SELL AWK 160 72.81 2016-07-01 SHORT +11649.60 Exit AWK: no fresh eligible price data as of 2017-01-04; closing stale/delisted holding, SHORT-term.
2017-01-04 DEPOSIT +7500.00 Monthly contribution x3
2017-01-04 CORPORATE_ACTION STJ 145 46.75 +12.44 Acquired by Abbott Laboratories (ABT) for ~$85/share: $46.75 cash plus 0.8708 ABT shares per STJ share; closed Jan 4, 2017.
2017-01-03 INTEREST +0.08
2016-12-05 DIVIDEND HAL 255 0.18 +45.90
2016-12-01 INTEREST +0.04
2016-11-01 INTEREST +0.04
2016-10-19 DIVIDEND APA 184 0.25 +46.00
2016-10-06 BUY ISRG 148 79.58 -11777.35 Accelerating momentum new: rank 15, 6m momentum 20.5%, recent 1m 3.8%, acceleration 2.1%, target weight 6.7%.
2016-10-06 BUY BAX 245 48.22 -11813.90 Accelerating momentum new: rank 14, 6m momentum 15.9%, recent 1m 5.1%, acceleration 6.7%, target weight 6.7%.
2016-10-06 BUY NXPI 114 103.49 -11797.86 Accelerating momentum new: rank 13, 6m momentum 12.9%, recent 1m 19.5%, acceleration 10.1%, target weight 6.7%.
2016-10-06 BUY MLM 66 178.45 -11777.70 Accelerating momentum new: rank 12, 6m momentum 18.4%, recent 1m -1.4%, acceleration 6.7%, target weight 6.7%.
2016-10-06 BUY STLD 488 24.23 -11824.24 Accelerating momentum new: rank 11, 6m momentum 22.6%, recent 1m -3.0%, acceleration 3.3%, target weight 6.7%.
2016-10-06 BUY EQT 298 39.66 -11819.43 Accelerating momentum new: rank 10, 6m momentum 25.1%, recent 1m 0.6%, acceleration 7.4%, target weight 6.7%.
2016-10-06 BUY HAL 255 46.37 -11824.35 Accelerating momentum new: rank 9, 6m momentum 25.6%, recent 1m 6.4%, acceleration 9.7%, target weight 6.7%.
2016-10-06 BUY APA 184 64.09 -11792.56 Accelerating momentum new: rank 8, 6m momentum 19.3%, recent 1m 16.3%, acceleration 16.3%, target weight 6.7%.
2016-10-06 BUY MUR 395 29.91 -11814.45 Accelerating momentum new: rank 7, 6m momentum 21.2%, recent 1m 7.4%, acceleration 16.6%, target weight 6.7%.
2016-10-06 BUY INCY 124 94.78 -11752.72 Accelerating momentum new: rank 6, 6m momentum 19.8%, recent 1m 15.0%, acceleration 18.7%, target weight 6.7%.
2016-10-06 BUY ALB 141 83.64 -11793.24 Accelerating momentum new: rank 5, 6m momentum 37.7%, recent 1m 0.8%, acceleration 1.6%, target weight 6.7%.
2016-10-06 BUY NBR 18 635.5 -11439.00 Accelerating momentum new: rank 4, 6m momentum 28.4%, recent 1m 20.1%, acceleration 12.4%, target weight 6.7%.
2016-10-06 BUY AMZN 281 42.08 -11825.32 Accelerating momentum new: rank 3, 6m momentum 40.2%, recent 1m 7.3%, acceleration 2.1%, target weight 6.7%.
2016-10-06 BUY STJ 145 81.43 -11808.06 Accelerating momentum new: rank 2, 6m momentum 42.3%, recent 1m 1.3%, acceleration 2.2%, target weight 6.7%.
2016-10-06 BUY DXC 264 44.75 -11813.76 Accelerating momentum new: rank 1, 6m momentum 57.5%, recent 1m 8.4%, acceleration 12.0%, target weight 6.7%.
2016-10-06 SELL TPR 331 36.57 2016-07-01 SHORT +12104.67 Exit TPR: momentum/acceleration faded below floor; SHORT-term.
2016-10-06 SELL VTR 184 66.99 2016-07-01 SHORT +12326.16 Exit VTR: no fresh eligible price data as of 2016-10-06; closing stale/delisted holding, SHORT-term.
2016-10-06 SELL LNT 333 36.69 2016-07-01 SHORT +12217.77 Exit LNT: no fresh eligible price data as of 2016-10-06; closing stale/delisted holding, SHORT-term.
2016-10-06 SELL CPB 204 53.9 2016-07-01 SHORT +10995.60 Exit CPB: momentum/acceleration faded below floor; SHORT-term.
2016-10-06 SELL ED 167 72.33 2016-07-01 SHORT +12079.11 Exit ED: no fresh eligible price data as of 2016-10-06; closing stale/delisted holding, SHORT-term.
2016-10-06 SELL EXC 519 22.87 2016-07-01 SHORT +11868.13 Exit EXC: no fresh eligible price data as of 2016-10-06; closing stale/delisted holding, SHORT-term.
2016-10-06 SELL CPRI 269 47.52 2016-07-01 SHORT +12782.88 Exit CPRI: no fresh eligible price data as of 2016-10-06; closing stale/delisted holding, SHORT-term.
2016-10-06 SELL NI 505 22.84 2016-07-01 SHORT +11534.20 Exit NI: no fresh eligible price data as of 2016-10-06; closing stale/delisted holding, SHORT-term.
2016-10-06 SELL MAT 427 30.5 2016-07-01 SHORT +13023.50 Exit MAT: no fresh eligible price data as of 2016-10-06; closing stale/delisted holding, SHORT-term.
2016-10-06 SELL O 199 59.68 2016-07-01 SHORT +11876.36 Exit O: no fresh eligible price data as of 2016-10-06; closing stale/delisted holding, SHORT-term.
2016-10-06 SELL TSN 204 74.38 2016-07-01 SHORT +15173.52 Exit TSN: no fresh eligible price data as of 2016-10-06; closing stale/delisted holding, SHORT-term.
2016-10-06 SELL DLR 123 90.99 2016-07-01 SHORT +11191.77 Exit DLR: no fresh eligible price data as of 2016-10-06; closing stale/delisted holding, SHORT-term.
2016-10-06 SELL LULU 182 58.52 2016-07-01 SHORT +10650.64 Exit LULU: no fresh eligible price data as of 2016-10-06; closing stale/delisted holding, SHORT-term.
2016-10-06 SELL NEM 334 34.05 2016-07-01 SHORT +11372.70 Exit NEM: no fresh eligible price data as of 2016-10-06; closing stale/delisted holding, SHORT-term.
2016-10-06 DEPOSIT +7500.00 Monthly contribution x3
2016-10-03 INTEREST +0.04
2016-09-29 DIVIDEND O 199 0.2 +38.95
2016-09-13 DIVIDEND NEM 334 0.03 +8.35
2016-09-01 INTEREST +0.03
2016-08-30 DIVIDEND O 199 0.2 +38.95
2016-08-15 DIVIDEND ED 167 0.67 +111.89
2016-08-01 INTEREST +0.03
2016-07-28 DIVIDEND O 199 0.19 +38.57
2016-07-07 DIVIDEND CPB 204 0.31 +63.65
2016-07-01 BUY TPR 331 40.73 -13481.63 Accelerating momentum new: rank 15, 6m momentum 26.0%, recent 1m 2.4%, acceleration 3.4%, target weight 6.7%.
2016-07-01 BUY VTR 184 73.2 -13468.80 Accelerating momentum new: rank 14, 6m momentum 22.3%, recent 1m 10.9%, acceleration 7.1%, target weight 6.7%.
2016-07-01 BUY LNT 333 40.39 -13449.87 Accelerating momentum new: rank 13, 6m momentum 21.8%, recent 1m 8.0%, acceleration 8.1%, target weight 6.7%.
2016-07-01 BUY CPB 204 66.06 -13476.24 Accelerating momentum new: rank 12, 6m momentum 15.0%, recent 1m 8.8%, acceleration 16.0%, target weight 6.7%.
2016-07-01 BUY ED 167 80.51 -13445.17 Accelerating momentum new: rank 11, 6m momentum 17.7%, recent 1m 9.3%, acceleration 13.5%, target weight 6.7%.
2016-07-01 BUY EXC 519 25.97 -13478.43 Accelerating momentum new: rank 10, 6m momentum 24.7%, recent 1m 4.9%, acceleration 7.1%, target weight 6.7%.
2016-07-01 BUY CPRI 269 50.08 -13471.52 Accelerating momentum new: rank 9, 6m momentum 10.8%, recent 1m 5.4%, acceleration 21.1%, target weight 6.7%.
2016-07-01 BUY NI 505 26.66 -13463.30 Accelerating momentum new: rank 8, 6m momentum 23.7%, recent 1m 11.1%, acceleration 9.5%, target weight 6.7%.
2016-07-01 BUY MAT 427 31.55 -13471.85 Accelerating momentum new: rank 7, 6m momentum 27.5%, recent 1m -0.4%, acceleration 6.0%, target weight 6.7%.
2016-07-01 BUY AWK 160 84.1 -13456.00 Accelerating momentum new: rank 6, 6m momentum 29.9%, recent 1m 11.8%, acceleration 3.8%, target weight 6.7%.
2016-07-01 BUY O 199 67.48 -13428.64 Accelerating momentum new: rank 5, 6m momentum 21.6%, recent 1m 13.1%, acceleration 14.1%, target weight 6.7%.
2016-07-01 BUY TSN 204 66.02 -13468.08 Accelerating momentum new: rank 4, 6m momentum 23.6%, recent 1m 5.5%, acceleration 13.1%, target weight 6.7%.
2016-07-01 BUY DLR 123 109 -13407.00 Accelerating momentum new: rank 3, 6m momentum 33.4%, recent 1m 12.2%, acceleration 3.6%, target weight 6.7%.
2016-07-01 BUY LULU 182 73.96 -13460.72 Accelerating momentum new: rank 2, 6m momentum 36.9%, recent 1m 10.2%, acceleration 10.9%, target weight 6.7%.
2016-07-01 BUY NEM 334 40.34 -13473.56 Accelerating momentum new: rank 1, 6m momentum 75.9%, recent 1m 24.7%, acceleration 1.7%, target weight 6.7%.
2016-07-01 DEPOSIT +2500.00 Monthly contribution (first month)
2016-07-01 DEPOSIT +200000.00 Initial capital
storage/stock-reports/227/values.log
Snapshots
1,315
First value
203,467.77
Latest value
484,755.53
Net change
281,287.76
Total Value 484,755.53
+281,287.76 (+138.25%) 2016-07-05 -> 2021-09-22