All Reports / Report #228

Simulation Report

Accelerating Momentum

The simulation finished up 98.45% versus contributed principal.
Created at 2026-07-15 11:09:37 / v2 / Updated by Colin ZHao

Simulation Report

Accelerating Momentum

The simulation finished up 98.45% versus contributed principal.

Created at 2026-07-15 11:09:37 / 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
2011-07-05 -> 2016-09-02
Starting value
202,185.82
Principal contributed
350,000.00
Ending cash
1,142.83

Strategy Rules

Accelerating Momentum accel-2011-blended-lb12-r3-p3-top12-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
694,580.44Portfolio value at the final available date
Total gain/loss
+344,580.44+98.45%
Avg yearly gain
+17.48%Money-weighted annualized return using the recorded deposit schedule
S&P 500 (EW) yearly gain
+13.74%S&P 500 (EW) ending value: 602,591.29
Max drawdown
-24.82%12 open positions at the end of the run

Run Facts

Largest position
8.91%
Cash position
1,142.83 (0.16%)
Unique stocks traded
189

Tax Profile

Unrealized gain exposure
+37,784.55
Long-term tax
0.00
Short-term tax
85,168.97
Dividend tax
1,610.44
Total estimated tax
86,781.38

Strategy Check

  • The strategy followed the trading-universe rule: 189 user-selected stocks were traded, with 246 buys and 233 sells.
  • The strategy met the capital-growth goal in absolute terms, finishing with a 98.45% return on contributed principal.
  • The path was volatile: maximum drawdown reached -24.82%.

Note

Accelerating Momentum: rank by trailing 12m momentum plus blend of recent-vs-prior and short-vs-long acceleration; recent window 3m vs prior window 3m; hold top 12; monthly rebalance; rank-buffer exits.

Positions At Report Date

Symbol Quantity Last Price Market Value Unit Cost Total Cost $ Gain/Loss % Gain/Loss % of Group
AMZN 1,524 38.62 58,859.93 35.88 54,674.26 +4,185.67 +7.66% 8.49%
BSX 2,395 24.26 58,102.70 22.83 54,677.85 +3,424.85 +6.26% 8.38%
CMA 1,002 61.66 61,782.02 54.53 54,641.67 +7,140.35 +13.07% 8.91%
DXC 1,239 42.46 52,603.85 44.12 54,661.71 -2,057.86 -3.76% 7.59%
EA 729 83.46 60,842.34 75.00 54,675.00 +6,167.34 +11.28% 8.77%
FRC 723 81.10 58,638.26 75.62 54,671.31 +3,966.96 +7.26% 8.46%
GPN 733 76.32 55,942.56 74.54 54,637.82 +1,304.74 +2.39% 8.07%
INCY 683 82.02 56,019.66 80.00 54,640.00 +1,379.66 +2.52% 8.08%
LLTC 985 61.12 60,203.10 55.50 54,671.54 +5,531.56 +10.12% 8.68%
STJ 664 80.10 53,189.32 82.31 54,651.05 -1,461.73 -2.67% 7.67%
ULTA 227 246.46 55,946.42 239.82 54,439.14 +1,507.28 +2.77% 8.07%
WCG 489 125.37 61,307.45 111.68 54,611.72 +6,695.73 +12.26% 8.84%

As of 2016-09-02

Show types
Date Action Symbol Qty Price Acquired Term Cash Note
2016-09-01 INTEREST +0.05
2016-08-01 INTEREST +0.05
2016-07-01 INTEREST +1.11
2016-06-16 BUY EA 729 75 -54675.00 Accelerating momentum new: rank 12, 12m momentum 18.7%, recent 3m 16.0%, acceleration 11.9%, target weight 8.3%.
2016-06-16 BUY FRC 723 75.62 -54671.31 Accelerating momentum new: rank 11, 12m momentum 22.2%, recent 3m 20.2%, acceleration 9.0%, target weight 8.3%.
2016-06-16 BUY CMA 1,002 54.53 -54641.67 Accelerating momentum new: rank 10, 12m momentum 11.2%, recent 3m 27.7%, acceleration 20.0%, target weight 8.3%.
2016-06-16 BUY LLTC 985 55.5 -54671.54 Accelerating momentum new: rank 9, 12m momentum 14.5%, recent 3m 27.9%, acceleration 18.5%, target weight 8.3%.
2016-06-16 BUY INCY 683 80 -54640.00 Accelerating momentum new: rank 8, 12m momentum -29.8%, recent 3m 26.9%, acceleration 64.3%, target weight 8.3%.
2016-06-16 BUY WCG 489 111.68 -54611.72 Accelerating momentum new: rank 7, 12m momentum 22.4%, recent 3m 26.6%, acceleration 13.4%, target weight 8.3%.
2016-06-16 BUY BSX 2,395 22.83 -54677.85 Accelerating momentum new: rank 6, 12m momentum 23.5%, recent 3m 27.3%, acceleration 17.5%, target weight 8.3%.
2016-06-16 BUY ULTA 227 239.82 -54439.14 Accelerating momentum new: rank 5, 12m momentum 34.9%, recent 3m 27.6%, acceleration 9.4%, target weight 8.3%.
2016-06-16 BUY DXC 1,239 44.12 -54661.71 Accelerating momentum new: rank 4, 12m momentum -13.3%, recent 3m 61.4%, acceleration 66.0%, target weight 8.3%.
2016-06-16 BUY GPN 733 74.54 -54637.82 Accelerating momentum new: rank 3, 12m momentum 40.9%, recent 3m 24.4%, acceleration 12.0%, target weight 8.3%.
2016-06-16 BUY STJ 664 82.31 -54651.05 Accelerating momentum new: rank 2, 12m momentum 25.4%, recent 3m 41.4%, acceleration 30.6%, target weight 8.3%.
2016-06-16 BUY AMZN 1,524 35.88 -54674.26 Accelerating momentum new: rank 1, 12m momentum 63.5%, recent 3m 28.3%, acceleration 4.0%, target weight 8.3%.
2016-06-16 SELL CTRA 2,338 24.4 2016-03-11 SHORT +57047.20 Exit CTRA: no fresh eligible price data as of 2016-06-16; closing stale/delisted holding, SHORT-term.
2016-06-16 SELL CHRW 707 72.09 2016-03-11 SHORT +50967.63 Exit CHRW: no fresh eligible price data as of 2016-06-16; closing stale/delisted holding, SHORT-term.
2016-06-16 SELL CPB 802 62.75 2016-03-11 SHORT +50325.50 Exit CPB: no fresh eligible price data as of 2016-06-16; closing stale/delisted holding, SHORT-term.
2016-06-16 SELL CPRI 877 49.09 2016-03-11 SHORT +43051.93 Exit CPRI: no fresh eligible price data as of 2016-06-16; closing stale/delisted holding, SHORT-term.
2016-06-16 SELL TFX 345 171.44 2016-03-11 SHORT +59146.80 Exit TFX: accelerating-momentum rank 41 below exit buffer top 18; SHORT-term.
2016-06-16 SELL HAS 658 85.89 2016-03-11 SHORT +56515.62 Exit HAS: no fresh eligible price data as of 2016-06-16; closing stale/delisted holding, SHORT-term.
2016-06-16 SELL MAT 1,554 31.87 2016-03-11 SHORT +49525.98 Exit MAT: no fresh eligible price data as of 2016-06-16; closing stale/delisted holding, SHORT-term.
2016-06-16 SELL STLD 2,422 25.94 2016-03-11 SHORT +62826.68 Exit STLD: no fresh eligible price data as of 2016-06-16; closing stale/delisted holding, SHORT-term.
2016-06-16 SELL EXC 2,072 24.4 2016-03-11 SHORT +50558.66 Exit EXC: no fresh eligible price data as of 2016-06-16; closing stale/delisted holding, SHORT-term.
2016-06-16 SELL LULU 797 71.79 2016-03-11 SHORT +57216.63 Exit LULU: accelerating-momentum rank 200 below exit buffer top 18; SHORT-term.
2016-06-16 SELL CNX 5,266 11.25 2016-03-11 SHORT +59242.50 Exit CNX: no fresh eligible price data as of 2016-06-16; closing stale/delisted holding, SHORT-term.
2016-06-16 DEPOSIT +7500.00 Monthly contribution x3
2016-06-01 INTEREST +2.17
2016-05-02 INTEREST +2.23
2016-04-28 DIVIDEND HAS 658 0.51 +335.58
2016-04-07 DIVIDEND CPB 802 0.31 +250.22
2016-04-01 INTEREST +2.04
2016-03-11 BUY CTRA 2,338 21.96 -51342.48 Accelerating momentum new: rank 12, 12m momentum -29.9%, recent 3m 26.4%, acceleration 53.7%, target weight 8.3%.
2016-03-11 BUY CHRW 707 72.63 -51349.41 Accelerating momentum new: rank 11, 12m momentum -3.5%, recent 3m 20.0%, acceleration 27.8%, target weight 8.3%.
2016-03-11 BUY CPB 802 63.99 -51319.98 Accelerating momentum new: rank 10, 12m momentum 20.5%, recent 3m 19.5%, acceleration 4.8%, target weight 8.3%.
2016-03-11 BUY CPRI 877 58.5 -51304.50 Accelerating momentum new: rank 9, 12m momentum -29.6%, recent 3m 39.5%, acceleration 56.3%, target weight 8.3%.
2016-03-11 BUY TFX 345 148.49 -51229.05 Accelerating momentum new: rank 8, 12m momentum 21.8%, recent 3m 14.5%, acceleration 5.4%, target weight 8.3%.
2016-03-11 BUY HAS 658 77.98 -51310.84 Accelerating momentum new: rank 7, 12m momentum 17.1%, recent 3m 14.0%, acceleration 10.4%, target weight 8.3%.
2016-03-11 BUY MAT 1,554 33.04 -51344.16 Accelerating momentum new: rank 6, 12m momentum 10.2%, recent 3m 30.5%, acceleration 19.8%, target weight 8.3%.
2016-03-11 BUY STLD 2,422 21.2 -51346.40 Accelerating momentum new: rank 5, 12m momentum -7.4%, recent 3m 27.8%, acceleration 37.9%, target weight 8.3%.
2016-03-11 BUY EXC 2,072 24.77 -51327.17 Accelerating momentum new: rank 4, 12m momentum -11.1%, recent 3m 30.7%, acceleration 41.6%, target weight 8.3%.
2016-03-11 BUY LULU 797 64.42 -51342.74 Accelerating momentum new: rank 3, 12m momentum -12.3%, recent 3m 42.1%, acceleration 56.0%, target weight 8.3%.
2016-03-11 BUY CNX 5,266 9.75 -51343.50 Accelerating momentum new: rank 2, 12m momentum -78.1%, recent 3m 69.6%, acceleration 132.5%, target weight 8.3%.
2016-03-11 SELL ADBE 483 86 2015-12-16 SHORT +41538.00 Exit ADBE: no fresh eligible price data as of 2016-03-11; closing stale/delisted holding, SHORT-term.
2016-03-11 SELL TXN 795 56.06 2015-12-16 SHORT +44567.70 Exit TXN: no fresh eligible price data as of 2016-03-11; closing stale/delisted holding, SHORT-term.
2016-03-11 SELL KDP 491 91.04 2015-12-16 SHORT +44700.64 Exit KDP: no fresh eligible price data as of 2016-03-11; closing stale/delisted holding, SHORT-term.
2016-03-11 SELL GE 311 145.4 2015-12-16 SHORT +45220.21 Exit GE: no fresh eligible price data as of 2016-03-11; closing stale/delisted holding, SHORT-term.
2016-03-11 SELL MSFT 823 53.07 2015-12-16 SHORT +43676.61 Exit MSFT: no fresh eligible price data as of 2016-03-11; closing stale/delisted holding, SHORT-term.
2016-03-11 SELL HRL 1,157 43.58 2015-12-16 SHORT +50422.06 Exit HRL: no fresh eligible price data as of 2016-03-11; closing stale/delisted holding, SHORT-term.
2016-03-11 SELL ARG 324 136.7 2015-12-16 SHORT +44290.05 Exit ARG: no fresh eligible price data as of 2016-03-11; closing stale/delisted holding, SHORT-term.
2016-03-11 SELL ADSK 746 56.61 2015-12-16 SHORT +42231.06 Exit ADSK: no fresh eligible price data as of 2016-03-11; closing stale/delisted holding, SHORT-term.
2016-03-11 SELL TRIP 531 63.7 2015-12-16 SHORT +33824.70 Exit TRIP: no fresh eligible price data as of 2016-03-11; closing stale/delisted holding, SHORT-term.
2016-03-11 SELL FSLR 704 70.32 2015-12-16 SHORT +49505.28 Exit FSLR: no fresh eligible price data as of 2016-03-11; closing stale/delisted holding, SHORT-term.
2016-03-11 SELL VRSN 704 88.26 2015-09-28 SHORT +62135.04 Exit VRSN: no fresh eligible price data as of 2016-03-11; closing stale/delisted holding, SHORT-term.
2016-03-11 SELL PSA 230 256.82 2015-09-28 SHORT +59068.60 Exit PSA: no fresh eligible price data as of 2016-03-11; closing stale/delisted holding, SHORT-term.
2016-03-11 DEPOSIT +7500.00 Monthly contribution x3
2016-03-03 CORPORATE_ACTION GMCR 498 92 +45816.00 Keurig Green Mountain (formerly Green Mountain Coffee Roasters) taken private by JAB Holding-led group for $92.00 cash per share (~$13.9B), closed Mar 3, 2016.
2016-03-01 INTEREST +0.08
2016-02-25 DIVIDEND GE 311 1.1 +342.80
2016-02-16 DIVIDEND MSFT 823 0.36 +296.28
2016-02-01 INTEREST +0.05
2016-01-28 DIVIDEND TXN 795 0.38 +302.10
2016-01-14 DIVIDEND HRL 1,157 0.14 +167.76
2016-01-04 INTEREST +0.02
2015-12-17 DIVIDEND GE 311 1.1 +342.80
2015-12-16 BUY ADBE 483 95.56 -46155.48 Accelerating momentum new: rank 12, 12m momentum 25.7%, recent 3m 19.0%, acceleration 5.6%, target weight 8.3%.
2015-12-16 BUY TXN 795 58.07 -46165.65 Accelerating momentum new: rank 11, 12m momentum 10.2%, recent 3m 20.6%, acceleration 21.1%, target weight 8.3%.
2015-12-16 BUY KDP 491 94.08 -46193.28 Accelerating momentum new: rank 10, 12m momentum 25.6%, recent 3m 20.9%, acceleration 6.1%, target weight 8.3%.
2015-12-16 BUY GE 311 148.47 -46174.08 Accelerating momentum new: rank 9, 12m momentum 14.7%, recent 3m 22.2%, acceleration 18.5%, target weight 8.3%.
2015-12-16 BUY MSFT 823 56.13 -46194.99 Accelerating momentum new: rank 8, 12m momentum 8.5%, recent 3m 26.8%, acceleration 25.3%, target weight 8.3%.
2015-12-16 BUY HRL 1,157 39.92 -46187.44 Accelerating momentum new: rank 7, 12m momentum 24.4%, recent 3m 28.4%, acceleration 11.9%, target weight 8.3%.
2015-12-16 BUY ARG 324 142.4 -46138.51 Accelerating momentum new: rank 6, 12m momentum -5.5%, recent 3m 39.2%, acceleration 44.9%, target weight 8.3%.
2015-12-16 BUY ADSK 746 61.93 -46199.78 Accelerating momentum new: rank 5, 12m momentum 2.1%, recent 3m 32.4%, acceleration 38.1%, target weight 8.3%.
2015-12-16 BUY TRIP 531 86.88 -46133.28 Accelerating momentum new: rank 3, 12m momentum 12.4%, recent 3m 24.3%, acceleration 29.6%, target weight 8.3%.
2015-12-16 BUY GMCR 498 92.72 -46173.17 Accelerating momentum new: rank 2, 12m momentum -61.5%, recent 3m 59.3%, acceleration 104.4%, target weight 8.3%.
2015-12-16 BUY FSLR 704 65.62 -46196.48 Accelerating momentum new: rank 1, 12m momentum 11.7%, recent 3m 39.9%, acceleration 38.9%, target weight 8.3%.
2015-12-16 SELL GOOG 1,602 37.9 2015-09-28 SHORT +60723.01 Exit GOOG: no fresh eligible price data as of 2015-12-16; closing stale/delisted holding, SHORT-term.
2015-12-16 SELL BBY 1,341 30.7 2015-09-28 SHORT +41168.70 Exit BBY: no fresh eligible price data as of 2015-12-16; closing stale/delisted holding, SHORT-term.
2015-12-16 SELL HRB 1,355 33.54 2015-09-28 SHORT +45446.70 Exit HRB: no fresh eligible price data as of 2015-12-16; closing stale/delisted holding, SHORT-term.
2015-12-16 SELL GOOGL 1,526 38.83 2015-09-28 SHORT +59253.82 Exit GOOGL: no fresh eligible price data as of 2015-12-16; closing stale/delisted holding, SHORT-term.
2015-12-16 SELL MO 872 58.95 2015-09-28 SHORT +51404.40 Exit MO: no fresh eligible price data as of 2015-12-16; closing stale/delisted holding, SHORT-term.
2015-12-16 SELL MSI 701 69.52 2015-09-28 SHORT +48733.52 Exit MSI: no fresh eligible price data as of 2015-12-16; closing stale/delisted holding, SHORT-term.
2015-12-16 SELL IDXX 657 69.82 2015-09-28 SHORT +45871.74 Exit IDXX: no fresh eligible price data as of 2015-12-16; closing stale/delisted holding, SHORT-term.
2015-12-16 SELL LUV 1,272 44.8 2015-09-28 SHORT +56985.60 Exit LUV: no fresh eligible price data as of 2015-12-16; closing stale/delisted holding, SHORT-term.
2015-12-16 SELL UAA 945 41.55 2015-09-28 SHORT +39269.47 Exit UAA: no fresh eligible price data as of 2015-12-16; closing stale/delisted holding, SHORT-term.
2015-12-16 SELL ANDV 484 104.79 2015-09-28 SHORT +50718.36 Exit ANDV: no fresh eligible price data as of 2015-12-16; closing stale/delisted holding, SHORT-term.
2015-12-16 DEPOSIT +7500.00 Monthly contribution x3
2015-12-11 DIVIDEND PSA 230 1.7 +391.00
2015-12-08 DIVIDEND BBY 1,341 0.23 +308.43
2015-12-08 DIVIDEND LUV 1,272 0.07 +95.40
2015-12-01 INTEREST +0.01
2015-11-02 INTEREST +0.01
2015-10-01 INTEREST +0.02
2015-09-28 BUY GOOG 1,602 29.74 -47650.69 Accelerating momentum new: rank 12, 12m momentum 12.0%, recent 3m 14.1%, acceleration 10.7%, target weight 8.3%.
2015-09-28 BUY BBY 1,341 35.52 -47632.32 Accelerating momentum new: rank 11, 12m momentum 13.0%, recent 3m 8.5%, acceleration 9.8%, target weight 8.3%.
2015-09-28 BUY HRB 1,355 35.16 -47641.80 Accelerating momentum new: rank 10, 12m momentum 1.6%, recent 3m 19.1%, acceleration 21.8%, target weight 8.3%.
2015-09-28 BUY GOOGL 1,526 31.21 -47630.28 Accelerating momentum new: rank 9, 12m momentum 14.6%, recent 3m 15.3%, acceleration 9.8%, target weight 8.3%.
2015-09-28 BUY VRSN 704 67.64 -47618.56 Accelerating momentum new: rank 8, 12m momentum 23.7%, recent 3m 10.2%, acceleration 2.5%, target weight 8.3%.
2015-09-28 BUY MO 872 54.63 -47637.36 Accelerating momentum new: rank 7, 12m momentum 25.4%, recent 3m 12.2%, acceleration 1.4%, target weight 8.3%.
2015-09-28 BUY PSA 230 207.17 -47649.10 Accelerating momentum new: rank 6, 12m momentum 19.6%, recent 3m 13.2%, acceleration 7.5%, target weight 8.3%.
2015-09-28 BUY MSI 701 67.93 -47618.93 Accelerating momentum new: rank 5, 12m momentum 7.7%, recent 3m 18.9%, acceleration 22.0%, target weight 8.3%.
2015-09-28 BUY IDXX 657 72.45 -47599.65 Accelerating momentum new: rank 4, 12m momentum 18.4%, recent 3m 14.1%, acceleration 14.2%, target weight 8.3%.
2015-09-28 BUY LUV 1,272 37.45 -47636.40 Accelerating momentum new: rank 3, 12m momentum 15.8%, recent 3m 12.9%, acceleration 17.8%, target weight 8.3%.
2015-09-28 BUY UAA 945 50.4 -47623.28 Accelerating momentum new: rank 2, 12m momentum 36.6%, recent 3m 21.5%, acceleration 1.4%, target weight 8.3%.
2015-09-28 BUY ANDV 484 98.38 -47615.92 Accelerating momentum new: rank 1, 12m momentum 42.3%, recent 3m 17.4%, acceleration 0.2%, target weight 8.3%.
2015-09-28 SELL KHC 649 69.99 2015-06-18 SHORT +45423.51 Exit KHC: no fresh eligible price data as of 2015-09-28; closing stale/delisted holding, SHORT-term.
2015-09-28 SELL LKQ 1,852 28.26 2015-06-18 SHORT +52337.52 Exit LKQ: no fresh eligible price data as of 2015-09-28; closing stale/delisted holding, SHORT-term.
2015-09-28 SELL CAG 1,799 31.46 2015-06-18 SHORT +56588.08 Exit CAG: no fresh eligible price data as of 2015-09-28; closing stale/delisted holding, SHORT-term.
2015-09-28 SELL CIEN 2,109 20.3 2015-06-18 SHORT +42812.70 Exit CIEN: no fresh eligible price data as of 2015-09-28; closing stale/delisted holding, SHORT-term.
2015-09-28 SELL AVY 875 55.67 2015-06-18 SHORT +48711.25 Exit AVY: no fresh eligible price data as of 2015-09-28; closing stale/delisted holding, SHORT-term.
2015-09-28 SELL BG 595 69.11 2015-06-18 SHORT +41120.45 Exit BG: no fresh eligible price data as of 2015-09-28; closing stale/delisted holding, SHORT-term.
2015-09-28 SELL CE 767 56.19 2015-06-18 SHORT +43097.73 Exit CE: no fresh eligible price data as of 2015-09-28; closing stale/delisted holding, SHORT-term.
2015-09-28 SELL GILD 452 94.8 2015-06-18 SHORT +42849.60 Exit GILD: no fresh eligible price data as of 2015-09-28; closing stale/delisted holding, SHORT-term.
2015-09-28 SELL HAS 725 72.13 2015-06-18 SHORT +52294.25 Exit HAS: no fresh eligible price data as of 2015-09-28; closing stale/delisted holding, SHORT-term.
2015-09-28 SELL GT 1,766 28.37 2015-06-18 SHORT +50101.42 Exit GT: no fresh eligible price data as of 2015-09-28; closing stale/delisted holding, SHORT-term.
2015-09-28 SELL TSLA 3,138 16.56 2015-06-18 SHORT +51971.56 Exit TSLA: no fresh eligible price data as of 2015-09-28; closing stale/delisted holding, SHORT-term.
2015-09-28 SELL ZBRA 475 74.44 2015-06-18 SHORT +35359.00 Exit ZBRA: no fresh eligible price data as of 2015-09-28; closing stale/delisted holding, SHORT-term.
2015-09-28 DEPOSIT +7500.00 Monthly contribution x3
2015-09-14 DIVIDEND GILD 452 0.43 +194.36
2015-09-01 INTEREST +0.02
2015-08-03 INTEREST +0.01
2015-07-30 DIVIDEND HAS 725 0.46 +333.50
2015-07-28 DIVIDEND CAG 1,799 0.19 +350.00
2015-07-23 DIVIDEND KHC 649 0.55 +356.95
2015-07-02 CORPORATE_ACTION KRFT 649 16.5 +0.00 Kraft Foods Group (spun from Mondelez Oct 2012) merged with H.J. Heinz to form Kraft Heinz July 2015; 1 KHC share per KRFT share plus $16.50 special dividend.
2015-07-01 INTEREST +0.01
2015-06-18 BUY LKQ 1,852 29.58 -54782.16 Accelerating momentum new: rank 12, 12m momentum 0.5%, recent 3m 22.1%, acceleration 26.8%, target weight 8.3%.
2015-06-18 BUY CAG 1,799 30.44 -54768.04 Accelerating momentum new: rank 11, 12m momentum 22.8%, recent 3m 13.9%, acceleration 5.4%, target weight 8.3%.
2015-06-18 BUY CIEN 2,109 25.97 -54770.73 Accelerating momentum new: rank 10, 12m momentum 19.1%, recent 3m 26.9%, acceleration 10.7%, target weight 8.3%.
2015-06-18 BUY AVY 875 62.62 -54792.50 Accelerating momentum new: rank 9, 12m momentum 28.9%, recent 3m 18.2%, acceleration 0.8%, target weight 8.3%.
2015-06-18 BUY BG 595 91.97 -54722.15 Accelerating momentum new: rank 8, 12m momentum 19.4%, recent 3m 16.4%, acceleration 12.2%, target weight 8.3%.
2015-06-18 BUY CE 767 71.38 -54748.46 Accelerating momentum new: rank 7, 12m momentum 12.2%, recent 3m 28.7%, acceleration 22.9%, target weight 8.3%.
2015-06-18 BUY GILD 452 121.21 -54786.92 Accelerating momentum new: rank 6, 12m momentum 34.7%, recent 3m 19.5%, acceleration 1.6%, target weight 8.3%.
2015-06-18 BUY HAS 725 75.49 -54730.25 Accelerating momentum new: rank 5, 12m momentum 33.3%, recent 3m 23.6%, acceleration 3.2%, target weight 8.3%.
2015-06-18 BUY GT 1,766 31.01 -54763.66 Accelerating momentum new: rank 4, 12m momentum 25.1%, recent 3m 23.2%, acceleration 13.1%, target weight 8.3%.
2015-06-18 BUY TSLA 3,138 17.46 -54787.28 Accelerating momentum new: rank 3, 12m momentum 26.0%, recent 3m 33.9%, acceleration 21.4%, target weight 8.3%.
2015-06-18 BUY KRFT 649 84.32 -54724.20 Accelerating momentum new: rank 2, 12m momentum 44.7%, recent 3m 32.8%, acceleration 6.2%, target weight 8.3%.
2015-06-18 BUY ZBRA 475 115.23 -54734.25 Accelerating momentum new: rank 1, 12m momentum 51.9%, recent 3m 33.9%, acceleration 0.6%, target weight 8.3%.
2015-06-18 SELL VLO 898 60.27 2015-03-17 SHORT +54122.46 Exit VLO: no fresh eligible price data as of 2015-06-18; closing stale/delisted holding, SHORT-term.
2015-06-18 SELL ON 4,249 12.59 2015-03-17 SHORT +53494.91 Exit ON: no fresh eligible price data as of 2015-06-18; closing stale/delisted holding, SHORT-term.
2015-06-18 SELL STZ 465 120.27 2015-03-17 SHORT +55925.55 Exit STZ: no fresh eligible price data as of 2015-06-18; closing stale/delisted holding, SHORT-term.
2015-06-18 SELL VMC 632 88.88 2015-03-17 SHORT +56172.16 Exit VMC: no fresh eligible price data as of 2015-06-18; closing stale/delisted holding, SHORT-term.
2015-06-18 SELL KSS 723 63.2 2015-03-17 SHORT +45693.60 Exit KSS: no fresh eligible price data as of 2015-06-18; closing stale/delisted holding, SHORT-term.
2015-06-18 SELL MLM 377 147.36 2015-03-17 SHORT +55554.72 Exit MLM: no fresh eligible price data as of 2015-06-18; closing stale/delisted holding, SHORT-term.
2015-06-18 SELL RMD 759 57.2 2015-03-17 SHORT +43414.80 Exit RMD: no fresh eligible price data as of 2015-06-18; closing stale/delisted holding, SHORT-term.
2015-06-18 SELL FSLR 889 51.98 2015-03-17 SHORT +46210.22 Exit FSLR: no fresh eligible price data as of 2015-06-18; closing stale/delisted holding, SHORT-term.
2015-06-18 SELL FANG 763 78.57 2015-03-17 SHORT +59948.91 Exit FANG: no fresh eligible price data as of 2015-06-18; closing stale/delisted holding, SHORT-term.
2015-06-18 SELL HSP 676 88.97 2015-03-17 SHORT +60144.46 Exit HSP: no fresh eligible price data as of 2015-06-18; closing stale/delisted holding, SHORT-term.
2015-06-18 SELL NFX 1,704 37.38 2015-03-17 SHORT +63695.52 Exit NFX: no fresh eligible price data as of 2015-06-18; closing stale/delisted holding, SHORT-term.
2015-06-18 SELL NXPI 518 105.18 2015-03-17 SHORT +54483.24 Exit NXPI: no fresh eligible price data as of 2015-06-18; closing stale/delisted holding, SHORT-term.
2015-06-18 DEPOSIT +7500.00 Monthly contribution x3
2015-06-08 DIVIDEND KSS 723 0.45 +325.35
2015-06-01 INTEREST +0.01
2015-05-11 DIVIDEND VLO 898 0.4 +359.20
2015-05-01 INTEREST +0.01
2015-04-01 INTEREST +0.02
2015-03-17 BUY VLO 898 59.9 -53790.20 Accelerating momentum new: rank 12, 12m momentum 19.6%, recent 3m 29.5%, acceleration 22.4%, target weight 8.3%.
2015-03-17 BUY ON 4,249 12.66 -53792.34 Accelerating momentum new: rank 11, 12m momentum 28.8%, recent 3m 31.2%, acceleration 15.9%, target weight 8.3%.
2015-03-17 BUY STZ 465 115.49 -53702.85 Accelerating momentum new: rank 10, 12m momentum 42.3%, recent 3m 27.2%, acceleration 3.9%, target weight 8.3%.
2015-03-17 BUY VMC 632 85.1 -53783.20 Accelerating momentum new: rank 9, 12m momentum 21.0%, recent 3m 36.4%, acceleration 25.8%, target weight 8.3%.
2015-03-17 BUY KSS 723 74.33 -53740.59 Accelerating momentum new: rank 8, 12m momentum 33.5%, recent 3m 29.8%, acceleration 15.6%, target weight 8.3%.
2015-03-17 BUY MLM 377 142.35 -53665.95 Accelerating momentum new: rank 7, 12m momentum 25.3%, recent 3m 32.5%, acceleration 27.9%, target weight 8.3%.
2015-03-17 BUY RMD 759 70.87 -53790.33 Accelerating momentum new: rank 6, 12m momentum 44.1%, recent 3m 32.6%, acceleration 9.5%, target weight 8.3%.
2015-03-17 BUY FSLR 889 60.49 -53775.61 Accelerating momentum new: rank 5, 12m momentum -7.6%, recent 3m 43.6%, acceleration 67.3%, target weight 8.3%.
2015-03-17 BUY FANG 763 70.47 -53768.61 Accelerating momentum new: rank 4, 12m momentum 24.7%, recent 3m 34.3%, acceleration 37.5%, target weight 8.3%.
2015-03-17 BUY HSP 676 79.51 -53750.65 Accelerating momentum new: rank 3, 12m momentum 60.8%, recent 3m 36.9%, acceleration 3.6%, target weight 8.3%.
2015-03-17 BUY NFX 1,704 31.57 -53795.28 Accelerating momentum new: rank 2, 12m momentum 30.1%, recent 3m 30.8%, acceleration 34.4%, target weight 8.3%.
2015-03-17 BUY NXPI 518 103.83 -53783.94 Accelerating momentum new: rank 1, 12m momentum 58.1%, recent 3m 41.5%, acceleration 8.9%, target weight 8.3%.
2015-03-17 SELL WELL 656 74.66 2014-12-12 SHORT +48976.96 Exit WELL: no fresh eligible price data as of 2015-03-17; closing stale/delisted holding, SHORT-term.
2015-03-17 SELL DHI 2,088 26.36 2014-12-12 SHORT +55039.68 Exit DHI: no fresh eligible price data as of 2015-03-17; closing stale/delisted holding, SHORT-term.
2015-03-17 SELL VTR 589 80.27 2014-12-12 SHORT +47277.38 Exit VTR: no fresh eligible price data as of 2015-03-17; closing stale/delisted holding, SHORT-term.
2015-03-17 SELL ETR 1,159 37.98 2014-12-12 SHORT +44024.61 Exit ETR: no fresh eligible price data as of 2015-03-17; closing stale/delisted holding, SHORT-term.
2015-03-17 SELL SLG 391 137.11 2014-12-12 SHORT +53610.09 Exit SLG: no fresh eligible price data as of 2015-03-17; closing stale/delisted holding, SHORT-term.
2015-03-17 SELL BDX 476 108.57 2014-12-12 SHORT +51678.03 Exit BDX: no fresh eligible price data as of 2015-03-17; closing stale/delisted holding, SHORT-term.
2015-03-17 SELL V 780 66.13 2014-12-12 SHORT +51577.50 Exit V: no fresh eligible price data as of 2015-03-17; closing stale/delisted holding, SHORT-term.
2015-03-17 SELL VTRS 939 62.72 2014-12-12 SHORT +58894.08 Exit VTRS: accelerating-momentum rank 53 below exit buffer top 18; SHORT-term.
2015-03-17 SELL BBWI 743 73.9 2014-12-12 SHORT +54905.10 Exit BBWI: no fresh eligible price data as of 2015-03-17; closing stale/delisted holding, SHORT-term.
2015-03-17 SELL MAC 623 91.6 2014-12-12 SHORT +57066.80 Exit MAC: no fresh eligible price data as of 2015-03-17; closing stale/delisted holding, SHORT-term.
2015-03-17 SELL IDXX 673 75.84 2014-12-12 SHORT +51040.32 Exit IDXX: no fresh eligible price data as of 2015-03-17; closing stale/delisted holding, SHORT-term.
2015-03-17 SELL INCY 670 92.34 2014-12-12 SHORT +61867.80 Exit INCY: no fresh eligible price data as of 2015-03-17; closing stale/delisted holding, SHORT-term.
2015-03-17 DEPOSIT +7500.00 Monthly contribution x3
2015-03-02 INTEREST +0.01
2015-02-18 DIVIDEND BBWI 743 2.02 +1501.62
2015-02-11 DIVIDEND V 780 0.12 +93.60
2015-02-04 DIVIDEND DHI 2,088 0.06 +131.54
2015-02-02 INTEREST +0.01
2015-01-02 INTEREST +0.01
2014-12-12 BUY WELL 656 76.26 -50026.56 Accelerating momentum new: rank 12, 12m momentum 18.6%, recent 3m 19.9%, acceleration 10.0%, target weight 8.3%.
2014-12-12 BUY DHI 2,088 23.99 -50091.12 Accelerating momentum new: rank 11, 12m momentum 27.0%, recent 3m 11.0%, acceleration 1.9%, target weight 8.3%.
2014-12-12 BUY VTR 589 85.01 -50068.71 Accelerating momentum new: rank 10, 12m momentum 12.5%, recent 3m 21.3%, acceleration 16.5%, target weight 8.3%.
2014-12-12 BUY ETR 1,159 43.2 -50074.60 Accelerating momentum new: rank 9, 12m momentum 29.5%, recent 3m 13.8%, acceleration 0.9%, target weight 8.3%.
2014-12-12 BUY SLG 391 127.82 -49977.70 Accelerating momentum new: rank 8, 12m momentum 23.4%, recent 3m 16.4%, acceleration 7.7%, target weight 8.3%.
2014-12-12 BUY BDX 476 105.07 -50013.22 Accelerating momentum new: rank 7, 12m momentum 18.8%, recent 3m 20.1%, acceleration 12.5%, target weight 8.3%.
2014-12-12 BUY V 780 64.19 -50072.10 Accelerating momentum new: rank 6, 12m momentum 27.1%, recent 3m 19.6%, acceleration 5.0%, target weight 8.3%.
2014-12-12 BUY VTRS 939 53.32 -50067.48 Accelerating momentum new: rank 5, 12m momentum 29.9%, recent 3m 14.1%, acceleration 2.7%, target weight 8.3%.
2014-12-12 BUY BBWI 743 67.41 -50087.93 Accelerating momentum new: rank 4, 12m momentum 23.6%, recent 3m 28.2%, acceleration 10.0%, target weight 8.3%.
2014-12-12 BUY MAC 623 80.29 -50020.67 Accelerating momentum new: rank 3, 12m momentum 21.0%, recent 3m 25.0%, acceleration 15.3%, target weight 8.3%.
2014-12-12 BUY IDXX 673 74.43 -50091.39 Accelerating momentum new: rank 2, 12m momentum 43.3%, recent 3m 22.2%, acceleration 3.9%, target weight 8.3%.
2014-12-12 BUY INCY 670 74.66 -50022.20 Accelerating momentum new: rank 1, 12m momentum 75.7%, recent 3m 56.7%, acceleration 25.3%, target weight 8.3%.
2014-12-12 SELL REGN 133 416.44 2014-09-04 SHORT +55386.52 Exit REGN: no fresh eligible price data as of 2014-12-12; closing stale/delisted holding, SHORT-term.
2014-12-12 SELL EW 2,854 21.48 2014-09-04 SHORT +61299.07 Exit EW: no fresh eligible price data as of 2014-12-12; closing stale/delisted holding, SHORT-term.
2014-12-12 SELL NDAQ 3,258 15.37 2014-09-04 SHORT +50075.46 Exit NDAQ: no fresh eligible price data as of 2014-12-12; closing stale/delisted holding, SHORT-term.
2014-12-12 SELL COO 1,164 39.56 2014-09-04 SHORT +46050.75 Exit COO: no fresh eligible price data as of 2014-12-12; closing stale/delisted holding, SHORT-term.
2014-12-12 SELL CRM 792 55.07 2014-09-04 SHORT +43615.44 Exit CRM: no fresh eligible price data as of 2014-12-12; closing stale/delisted holding, SHORT-term.
2014-12-12 SELL VRTX 511 118.55 2014-09-04 SHORT +60579.05 Exit VRTX: no fresh eligible price data as of 2014-12-12; closing stale/delisted holding, SHORT-term.
2014-12-12 SELL MNST 3,163 17.52 2014-09-04 SHORT +55410.38 Exit MNST: no fresh eligible price data as of 2014-12-12; closing stale/delisted holding, SHORT-term.
2014-12-12 SELL ISRG 907 55.86 2014-09-04 SHORT +50668.01 Exit ISRG: no fresh eligible price data as of 2014-12-12; closing stale/delisted holding, SHORT-term.
2014-12-12 SELL COV 533 96.31 2014-09-04 SHORT +51334.67 Exit COV: no fresh eligible price data as of 2014-12-12; closing stale/delisted holding, SHORT-term.
2014-12-12 SELL GILD 438 104.13 2014-09-04 SHORT +45608.94 Exit GILD: no fresh eligible price data as of 2014-12-12; closing stale/delisted holding, SHORT-term.
2014-12-12 SELL STLD 1,935 20.37 2014-09-04 SHORT +39415.95 Exit STLD: no fresh eligible price data as of 2014-12-12; closing stale/delisted holding, SHORT-term.
2014-12-12 SELL TSLA 2,456 13.8 2014-09-04 SHORT +33892.80 Exit TSLA: no fresh eligible price data as of 2014-12-12; closing stale/delisted holding, SHORT-term.
2014-12-12 DEPOSIT +7500.00 Monthly contribution x3
2014-12-01 INTEREST +0.01
2014-11-03 INTEREST +0.01
2014-10-01 INTEREST +0.01
2014-09-04 BUY REGN 133 352.08 -46826.64 Accelerating momentum new: rank 12, 12m momentum 23.0%, recent 3m 14.1%, acceleration 7.1%, target weight 8.3%.
2014-09-04 BUY EW 2,854 16.41 -46824.72 Accelerating momentum new: rank 11, 12m momentum 28.8%, recent 3m 22.4%, acceleration 2.4%, target weight 8.3%.
2014-09-04 BUY NDAQ 3,258 14.37 -46828.21 Accelerating momentum new: rank 10, 12m momentum 27.8%, recent 3m 14.4%, acceleration 4.2%, target weight 8.3%.
2014-09-04 BUY COO 1,164 40.24 -46836.45 Accelerating momentum new: rank 9, 12m momentum 21.3%, recent 3m 22.8%, acceleration 11.7%, target weight 8.3%.
2014-09-04 BUY CRM 792 59.08 -46791.36 Accelerating momentum new: rank 8, 12m momentum 18.8%, recent 3m 15.0%, acceleration 14.9%, target weight 8.3%.
2014-09-04 BUY VRTX 511 91.55 -46782.05 Accelerating momentum new: rank 7, 12m momentum 10.1%, recent 3m 25.3%, acceleration 24.5%, target weight 8.3%.
2014-09-04 BUY MNST 3,163 14.8 -46828.21 Accelerating momentum new: rank 6, 12m momentum 2.6%, recent 3m 30.6%, acceleration 32.6%, target weight 8.3%.
2014-09-04 BUY ISRG 907 51.63 -46832.40 Accelerating momentum new: rank 5, 12m momentum 13.9%, recent 3m 26.0%, acceleration 27.5%, target weight 8.3%.
2014-09-04 BUY COV 533 87.72 -46755.35 Accelerating momentum new: rank 4, 12m momentum 41.6%, recent 3m 21.8%, acceleration 0.2%, target weight 8.3%.
2014-09-04 BUY GILD 438 106.86 -46804.68 Accelerating momentum new: rank 3, 12m momentum 51.4%, recent 3m 29.1%, acceleration 1.6%, target weight 8.3%.
2014-09-04 BUY STLD 1,935 24.2 -46827.00 Accelerating momentum new: rank 2, 12m momentum 35.5%, recent 3m 38.3%, acceleration 21.0%, target weight 8.3%.
2014-09-04 BUY TSLA 2,456 19.07 -46834.20 Accelerating momentum new: rank 1, 12m momentum 64.8%, recent 3m 38.3%, acceleration 14.9%, target weight 8.3%.
2014-09-04 SELL DVN 565 72.31 2014-06-12 SHORT +40855.15 Exit DVN: no fresh eligible price data as of 2014-09-04; closing stale/delisted holding, SHORT-term.
2014-09-04 SELL BBY 1,530 32.16 2014-06-12 SHORT +49204.80 Exit BBY: accelerating-momentum rank 78 below exit buffer top 18; SHORT-term.
2014-09-04 SELL TAP 608 72.24 2014-06-12 SHORT +43921.92 Exit TAP: no fresh eligible price data as of 2014-09-04; closing stale/delisted holding, SHORT-term.
2014-09-04 SELL CI 479 95.49 2014-06-12 SHORT +45739.71 Exit CI: no fresh eligible price data as of 2014-09-04; closing stale/delisted holding, SHORT-term.
2014-09-04 SELL FSLR 681 71.55 2014-06-12 SHORT +48725.55 Exit FSLR: no fresh eligible price data as of 2014-09-04; closing stale/delisted holding, SHORT-term.
2014-09-04 SELL MRO 1,350 30.59 2014-06-12 SHORT +41292.99 Exit MRO: no fresh eligible price data as of 2014-09-04; closing stale/delisted holding, SHORT-term.
2014-09-04 SELL CE 677 62.66 2014-06-12 SHORT +42420.82 Exit CE: no fresh eligible price data as of 2014-09-04; closing stale/delisted holding, SHORT-term.
2014-09-04 SELL AAPL 1,886 24.53 2014-06-12 SHORT +46263.58 Exit AAPL: no fresh eligible price data as of 2014-09-04; closing stale/delisted holding, SHORT-term.
2014-09-04 SELL XRX 1,307 35.89 2014-06-12 SHORT +46907.32 Exit XRX: no fresh eligible price data as of 2014-09-04; closing stale/delisted holding, SHORT-term.
2014-09-04 SELL COP 525 79.85 2014-06-12 SHORT +41921.25 Exit COP: no fresh eligible price data as of 2014-09-04; closing stale/delisted holding, SHORT-term.
2014-09-04 SELL UHS 470 108 2014-06-12 SHORT +50760.00 Exit UHS: no fresh eligible price data as of 2014-09-04; closing stale/delisted holding, SHORT-term.
2014-09-04 SELL NFX 1,331 41.71 2014-03-24 SHORT +55516.01 Exit NFX: no fresh eligible price data as of 2014-09-04; closing stale/delisted holding, SHORT-term.
2014-09-04 DEPOSIT +7500.00 Monthly contribution x3
2014-09-02 INTEREST +0.01
2014-08-07 DIVIDEND AAPL 1,886 0.12 +221.60
2014-08-01 INTEREST +0.01
2014-07-17 DIVIDEND COP 525 0.73 +383.25
2014-07-01 INTEREST +0.01
2014-06-26 DIVIDEND XRX 1,307 0.17 +216.97
2014-06-12 BUY DVN 565 77 -43505.00 Accelerating momentum new: rank 12, 12m momentum 22.4%, recent 3m 23.0%, acceleration 10.4%, target weight 8.3%.
2014-06-12 BUY BBY 1,530 28.44 -43513.20 Accelerating momentum new: rank 11, 12m momentum 2.9%, recent 3m 12.5%, acceleration 30.6%, target weight 8.3%.
2014-06-12 BUY TAP 608 71.47 -43453.76 Accelerating momentum new: rank 10, 12m momentum 27.3%, recent 3m 24.0%, acceleration 7.7%, target weight 8.3%.
2014-06-12 BUY CI 479 90.74 -43464.46 Accelerating momentum new: rank 9, 12m momentum 28.1%, recent 3m 16.8%, acceleration 7.7%, target weight 8.3%.
2014-06-12 BUY FSLR 681 63.9 -43515.90 Accelerating momentum new: rank 8, 12m momentum 25.0%, recent 3m 20.5%, acceleration 11.1%, target weight 8.3%.
2014-06-12 BUY MRO 1,350 32.22 -43497.00 Accelerating momentum new: rank 7, 12m momentum 28.3%, recent 3m 24.5%, acceleration 8.3%, target weight 8.3%.
2014-06-12 BUY CE 677 64.19 -43456.63 Accelerating momentum new: rank 6, 12m momentum 26.9%, recent 3m 20.3%, acceleration 9.8%, target weight 8.3%.
2014-06-12 BUY AAPL 1,886 23.07 -43514.74 Accelerating momentum new: rank 5, 12m momentum 30.6%, recent 3m 21.7%, acceleration 9.5%, target weight 8.3%.
2014-06-12 BUY XRX 1,307 33.28 -43497.74 Accelerating momentum new: rank 4, 12m momentum 36.0%, recent 3m 19.2%, acceleration 4.9%, target weight 8.3%.
2014-06-12 BUY COP 525 82.86 -43501.50 Accelerating momentum new: rank 3, 12m momentum 26.8%, recent 3m 24.9%, acceleration 14.4%, target weight 8.3%.
2014-06-12 BUY UHS 470 92.5 -43475.00 Accelerating momentum new: rank 2, 12m momentum 27.2%, recent 3m 23.2%, acceleration 14.4%, target weight 8.3%.
2014-06-12 SELL EMN 468 88.38 2014-03-24 SHORT +41361.84 Exit EMN: no fresh eligible price data as of 2014-06-12; closing stale/delisted holding, SHORT-term.
2014-06-12 SELL TTWO 1,856 19.85 2014-03-24 SHORT +36841.60 Exit TTWO: no fresh eligible price data as of 2014-06-12; closing stale/delisted holding, SHORT-term.
2014-06-12 SELL PANW 3,279 13.09 2014-03-24 SHORT +42905.72 Exit PANW: no fresh eligible price data as of 2014-06-12; closing stale/delisted holding, SHORT-term.
2014-06-12 SELL FFIV 370 111.54 2014-03-24 SHORT +41269.80 Exit FFIV: no fresh eligible price data as of 2014-06-12; closing stale/delisted holding, SHORT-term.
2014-06-12 SELL MLM 323 128.06 2014-03-24 SHORT +41363.38 Exit MLM: no fresh eligible price data as of 2014-06-12; closing stale/delisted holding, SHORT-term.
2014-06-12 SELL FLEX 5,660 8.53 2014-03-24 SHORT +48282.63 Exit FLEX: no fresh eligible price data as of 2014-06-12; closing stale/delisted holding, SHORT-term.
2014-06-12 SELL EA 1,378 35.23 2014-03-24 SHORT +48546.94 Exit EA: no fresh eligible price data as of 2014-06-12; closing stale/delisted holding, SHORT-term.
2014-06-12 SELL SWKS 1,069 46.92 2014-03-24 SHORT +50157.48 Exit SWKS: no fresh eligible price data as of 2014-06-12; closing stale/delisted holding, SHORT-term.
2014-06-12 SELL NBR 33 1,348 2014-03-24 SHORT +44484.00 Exit NBR: no fresh eligible price data as of 2014-06-12; closing stale/delisted holding, SHORT-term.
2014-06-12 SELL AKAM 670 58.51 2014-03-24 SHORT +39201.70 Exit AKAM: no fresh eligible price data as of 2014-06-12; closing stale/delisted holding, SHORT-term.
2014-06-12 SELL MTW 1,429 25.33 2014-03-24 SHORT +36192.28 Exit MTW: no fresh eligible price data as of 2014-06-12; closing stale/delisted holding, SHORT-term.
2014-06-12 DEPOSIT +7500.00 Monthly contribution x3
2014-06-02 INTEREST +0.01
2014-05-01 INTEREST +0.01
2014-04-01 INTEREST +0.01
2014-03-24 BUY EMN 468 85.29 -39915.72 Accelerating momentum new: rank 12, 12m momentum 22.7%, recent 3m 13.7%, acceleration 4.6%, target weight 8.3%.
2014-03-24 BUY NFX 1,331 30.01 -39943.31 Accelerating momentum new: rank 11, 12m momentum 1.1%, recent 3m 25.8%, acceleration 30.8%, target weight 8.3%.
2014-03-24 BUY TTWO 1,856 21.53 -39959.68 Accelerating momentum new: rank 10, 12m momentum 29.5%, recent 3m 21.0%, acceleration 3.8%, target weight 8.3%.
2014-03-24 BUY PANW 3,279 12.19 -39965.44 Accelerating momentum new: rank 9, 12m momentum 34.8%, recent 3m 27.2%, acceleration 1.1%, target weight 8.3%.
2014-03-24 BUY FFIV 370 107.87 -39911.90 Accelerating momentum new: rank 8, 12m momentum 9.5%, recent 3m 26.9%, acceleration 26.8%, target weight 8.3%.
2014-03-24 BUY MLM 323 123.63 -39932.49 Accelerating momentum new: rank 7, 12m momentum 19.8%, recent 3m 28.8%, acceleration 19.0%, target weight 8.3%.
2014-03-24 BUY FLEX 5,660 7.06 -39965.26 Accelerating momentum new: rank 6, 12m momentum 39.3%, recent 3m 27.0%, acceleration 17.5%, target weight 8.3%.
2014-03-24 BUY EA 1,378 29 -39962.00 Accelerating momentum new: rank 5, 12m momentum 58.7%, recent 3m 23.8%, acceleration 0.3%, target weight 8.3%.
2014-03-24 BUY SWKS 1,069 37.38 -39959.22 Accelerating momentum new: rank 4, 12m momentum 54.6%, recent 3m 36.1%, acceleration 5.1%, target weight 8.3%.
2014-03-24 BUY NBR 33 1,202 -39666.00 Accelerating momentum new: rank 3, 12m momentum 34.5%, recent 3m 48.9%, acceleration 32.3%, target weight 8.3%.
2014-03-24 BUY AKAM 670 59.58 -39918.60 Accelerating momentum new: rank 2, 12m momentum 66.5%, recent 3m 27.9%, acceleration 0.4%, target weight 8.3%.
2014-03-24 BUY MTW 1,429 27.95 -39946.12 Accelerating momentum new: rank 1, 12m momentum 67.3%, recent 3m 39.2%, acceleration 0.2%, target weight 8.3%.
2014-03-24 SELL TDG 235 183 2013-12-18 SHORT +43005.00 Exit TDG: no fresh eligible price data as of 2014-03-24; closing stale/delisted holding, SHORT-term.
2014-03-24 SELL JWN 295 137.82 2013-12-18 SHORT +40655.66 Exit JWN: no fresh eligible price data as of 2014-03-24; closing stale/delisted holding, SHORT-term.
2014-03-24 SELL MNST 3,350 11.31 2013-12-18 SHORT +37905.25 Exit MNST: no fresh eligible price data as of 2014-03-24; closing stale/delisted holding, SHORT-term.
2014-03-24 SELL M 697 58.41 2013-12-18 SHORT +40711.77 Exit M: no fresh eligible price data as of 2014-03-24; closing stale/delisted holding, SHORT-term.
2014-03-24 SELL EXPE 538 72.29 2013-12-18 SHORT +38892.02 Exit EXPE: no fresh eligible price data as of 2014-03-24; closing stale/delisted holding, SHORT-term.
2014-03-24 SELL XYL 1,048 35.71 2013-12-18 SHORT +37424.08 Exit XYL: no fresh eligible price data as of 2014-03-24; closing stale/delisted holding, SHORT-term.
2014-03-24 SELL AVGO 6,846 6.32 2013-12-18 SHORT +43239.34 Exit AVGO: no fresh eligible price data as of 2014-03-24; closing stale/delisted holding, SHORT-term.
2014-03-24 SELL AAP 333 124.7 2013-12-18 SHORT +41525.10 Exit AAP: no fresh eligible price data as of 2014-03-24; closing stale/delisted holding, SHORT-term.
2014-03-24 SELL PSX 491 77.42 2013-12-18 SHORT +38013.22 Exit PSX: no fresh eligible price data as of 2014-03-24; closing stale/delisted holding, SHORT-term.
2014-03-24 SELL ANDV 632 49.48 2013-12-18 SHORT +31271.36 Exit ANDV: no fresh eligible price data as of 2014-03-24; closing stale/delisted holding, SHORT-term.
2014-03-24 SELL MPC 832 44.8 2013-12-18 SHORT +37277.76 Exit MPC: no fresh eligible price data as of 2014-03-24; closing stale/delisted holding, SHORT-term.
2014-03-24 SELL VLO 756 54.13 2013-12-18 SHORT +40922.28 Exit VLO: no fresh eligible price data as of 2014-03-24; closing stale/delisted holding, SHORT-term.
2014-03-24 DEPOSIT +7500.00 Monthly contribution x3
2014-03-18 DIVIDEND AVGO 6,846 0.03 +184.84
2014-03-12 DIVIDEND JWN 295 0.07 +22.13
2014-03-12 DIVIDEND M 697 0.25 +174.25
2014-03-06 DIVIDEND EXPE 538 0.15 +80.70
2014-03-03 INTEREST +0.01
2014-02-14 DIVIDEND MPC 832 0.21 +174.72
2014-02-13 DIVIDEND PSX 491 0.39 +191.49
2014-02-10 DIVIDEND VLO 756 0.25 +189.00
2014-02-03 INTEREST +0.01
2014-01-02 INTEREST +0.01
2013-12-18 BUY TDG 235 154.57 -36323.95 Accelerating momentum new: rank 12, 12m momentum 14.2%, recent 3m 8.6%, acceleration 6.1%, target weight 8.3%.
2013-12-18 BUY JWN 295 123.34 -36384.65 Accelerating momentum new: rank 11, 12m momentum 24.3%, recent 3m 14.4%, acceleration 3.8%, target weight 8.3%.
2013-12-18 BUY MNST 3,350 10.86 -36381.00 Accelerating momentum new: rank 10, 12m momentum 25.4%, recent 3m 16.0%, acceleration 3.2%, target weight 8.3%.
2013-12-18 BUY M 697 52.14 -36341.58 Accelerating momentum new: rank 9, 12m momentum 25.6%, recent 3m 14.7%, acceleration 3.4%, target weight 8.3%.
2013-12-18 BUY EXPE 538 67.55 -36341.90 Accelerating momentum new: rank 8, 12m momentum 4.8%, recent 3m 27.2%, acceleration 30.3%, target weight 8.3%.
2013-12-18 BUY XYL 1,048 34.7 -36365.60 Accelerating momentum new: rank 7, 12m momentum 40.3%, recent 3m 26.1%, acceleration 3.9%, target weight 8.3%.
2013-12-18 BUY AVGO 6,846 5.32 -36386.49 Accelerating momentum new: rank 6, 12m momentum 37.6%, recent 3m 30.4%, acceleration 6.6%, target weight 8.3%.
2013-12-18 BUY AAP 333 109.27 -36386.91 Accelerating momentum new: rank 5, 12m momentum 27.8%, recent 3m 35.4%, acceleration 22.8%, target weight 8.3%.
2013-12-18 BUY PSX 491 73.98 -36324.18 Accelerating momentum new: rank 4, 12m momentum 46.8%, recent 3m 27.2%, acceleration 5.7%, target weight 8.3%.
2013-12-18 BUY ANDV 632 57.52 -36352.64 Accelerating momentum new: rank 3, 12m momentum 45.5%, recent 3m 26.2%, acceleration 12.3%, target weight 8.3%.
2013-12-18 BUY MPC 832 43.71 -36366.72 Accelerating momentum new: rank 2, 12m momentum 42.5%, recent 3m 33.6%, acceleration 18.1%, target weight 8.3%.
2013-12-18 BUY VLO 756 48.1 -36363.60 Accelerating momentum new: rank 1, 12m momentum 59.9%, recent 3m 38.5%, acceleration 9.9%, target weight 8.3%.
2013-12-18 SELL ROK 290 113.11 2013-09-24 SHORT +32801.90 Exit ROK: no fresh eligible price data as of 2013-12-18; closing stale/delisted holding, SHORT-term.
2013-12-18 SELL PXD 198 185.01 2013-09-24 SHORT +36631.13 Exit PXD: no fresh eligible price data as of 2013-12-18; closing stale/delisted holding, SHORT-term.
2013-12-18 SELL NXPI 831 43.52 2013-09-24 SHORT +36165.12 Exit NXPI: no fresh eligible price data as of 2013-12-18; closing stale/delisted holding, SHORT-term.
2013-12-18 SELL LVS 471 78.06 2013-09-24 SHORT +36766.26 Exit LVS: no fresh eligible price data as of 2013-12-18; closing stale/delisted holding, SHORT-term.
2013-12-18 SELL EOG 361 81 2013-09-24 SHORT +29241.00 Exit EOG: no fresh eligible price data as of 2013-12-18; closing stale/delisted holding, SHORT-term.
2013-12-18 SELL CRM 597 53.36 2013-09-24 SHORT +31855.92 Exit CRM: no fresh eligible price data as of 2013-12-18; closing stale/delisted holding, SHORT-term.
2013-12-18 SELL TEX 915 40.14 2013-09-24 SHORT +36728.10 Exit TEX: no fresh eligible price data as of 2013-12-18; closing stale/delisted holding, SHORT-term.
2013-12-18 SELL WEN 3,734 8.45 2013-09-24 SHORT +31552.30 Exit WEN: no fresh eligible price data as of 2013-12-18; closing stale/delisted holding, SHORT-term.
2013-12-18 SELL INCY 864 49.11 2013-09-24 SHORT +42431.04 Exit INCY: no fresh eligible price data as of 2013-12-18; closing stale/delisted holding, SHORT-term.
2013-12-18 SELL META 642 55.57 2013-09-24 SHORT +35675.94 Exit META: no fresh eligible price data as of 2013-12-18; closing stale/delisted holding, SHORT-term.
2013-12-18 SELL MGM 1,772 22.65 2013-07-03 SHORT +40135.80 Exit MGM: no fresh eligible price data as of 2013-12-18; closing stale/delisted holding, SHORT-term.
2013-12-18 SELL GT 1,721 22.59 2013-07-03 SHORT +38877.39 Exit GT: no fresh eligible price data as of 2013-12-18; closing stale/delisted holding, SHORT-term.
2013-12-18 DEPOSIT +7500.00 Monthly contribution x3
2013-12-02 INTEREST +0.01
2013-11-01 INTEREST +0.01
2013-10-15 DIVIDEND EOG 361 0.09 +33.93
2013-10-01 INTEREST +0.01
2013-09-24 BUY ROK 290 107.2 -31088.00 Accelerating momentum new: rank 12, 12m momentum 36.7%, recent 3m 28.7%, acceleration 11.3%, target weight 8.3%.
2013-09-24 BUY PXD 198 156.8 -31046.88 Accelerating momentum new: rank 11, 12m momentum 48.0%, recent 3m 28.1%, acceleration 0.5%, target weight 8.3%.
2013-09-24 BUY NXPI 831 37.45 -31120.95 Accelerating momentum new: rank 10, 12m momentum 48.8%, recent 3m 25.3%, acceleration 0.8%, target weight 8.3%.
2013-09-24 BUY LVS 471 66.1 -31133.10 Accelerating momentum new: rank 9, 12m momentum 34.7%, recent 3m 30.3%, acceleration 18.2%, target weight 8.3%.
2013-09-24 BUY EOG 361 86.05 -31062.24 Accelerating momentum new: rank 8, 12m momentum 44.0%, recent 3m 32.2%, acceleration 9.7%, target weight 8.3%.
2013-09-24 BUY CRM 597 52.14 -31127.58 Accelerating momentum new: rank 7, 12m momentum 18.1%, recent 3m 39.3%, acceleration 37.1%, target weight 8.3%.
2013-09-24 BUY TEX 915 34.01 -31119.15 Accelerating momentum new: rank 6, 12m momentum 41.6%, recent 3m 28.6%, acceleration 20.0%, target weight 8.3%.
2013-09-24 BUY WEN 3,734 8.34 -31141.56 Accelerating momentum new: rank 3, 12m momentum 82.8%, recent 3m 45.8%, acceleration 4.9%, target weight 8.3%.
2013-09-24 BUY INCY 864 36.04 -31138.56 Accelerating momentum new: rank 2, 12m momentum 80.1%, recent 3m 82.1%, acceleration 47.2%, target weight 8.3%.
2013-09-24 BUY META 642 48.45 -31104.90 Accelerating momentum new: rank 1, 12m momentum 111.6%, recent 3m 99.8%, acceleration 45.9%, target weight 8.3%.
2013-09-24 SELL COF 414 68.49 2013-07-03 SHORT +28354.86 Exit COF: no fresh eligible price data as of 2013-09-24; closing stale/delisted holding, SHORT-term.
2013-09-24 SELL CME 349 73.03 2013-07-03 SHORT +25487.47 Exit CME: no fresh eligible price data as of 2013-09-24; closing stale/delisted holding, SHORT-term.
2013-09-24 SELL CIEN 1,349 25.12 2013-07-03 SHORT +33886.88 Exit CIEN: accelerating-momentum rank 81 below exit buffer top 18; SHORT-term.
2013-09-24 SELL PVH 210 123.1 2013-07-03 SHORT +25851.00 Exit PVH: no fresh eligible price data as of 2013-09-24; closing stale/delisted holding, SHORT-term.
2013-09-24 SELL PRU 358 77.8 2013-07-03 SHORT +27852.40 Exit PRU: no fresh eligible price data as of 2013-09-24; closing stale/delisted holding, SHORT-term.
2013-09-24 SELL F 1,611 17.26 2013-07-03 SHORT +27805.86 Exit F: no fresh eligible price data as of 2013-09-24; closing stale/delisted holding, SHORT-term.
2013-09-24 SELL AKAM 620 51.93 2013-07-03 SHORT +32196.60 Exit AKAM: accelerating-momentum rank 79 below exit buffer top 18; SHORT-term.
2013-09-24 SELL ILMN 370 78.75 2013-07-03 SHORT +29139.31 Exit ILMN: no fresh eligible price data as of 2013-09-24; closing stale/delisted holding, SHORT-term.
2013-09-24 SELL TSLA 3,445 12.16 2013-07-03 SHORT +41875.01 Exit TSLA: no fresh eligible price data as of 2013-09-24; closing stale/delisted holding, SHORT-term.
2013-09-24 SELL VRTX 452 74.53 2013-04-15 SHORT +33687.56 Exit VRTX: no fresh eligible price data as of 2013-09-24; closing stale/delisted holding, SHORT-term.
2013-09-24 DEPOSIT +5000.00 Monthly contribution x2
2013-09-03 INTEREST +0.01
2013-08-01 INTEREST +0.00
2013-07-31 DIVIDEND F 1,611 0.1 +161.10
2013-07-03 BUY COF 414 63.92 -26462.88 Accelerating momentum new: rank 12, 12m momentum 19.3%, recent 3m 16.1%, acceleration 11.5%, target weight 8.3%.
2013-07-03 BUY CME 349 75.71 -26422.79 Accelerating momentum new: rank 11, 12m momentum 34.3%, recent 3m 26.2%, acceleration 0.6%, target weight 8.3%.
2013-07-03 BUY CIEN 1,349 19.61 -26453.89 Accelerating momentum new: rank 10, 12m momentum 21.6%, recent 3m 25.9%, acceleration 17.9%, target weight 8.3%.
2013-07-03 BUY MGM 1,772 14.93 -26455.96 Accelerating momentum new: rank 9, 12m momentum 38.6%, recent 3m 21.7%, acceleration 2.4%, target weight 8.3%.
2013-07-03 BUY PVH 210 126.04 -26468.40 Accelerating momentum new: rank 8, 12m momentum 38.9%, recent 3m 20.2%, acceleration 3.9%, target weight 8.3%.
2013-07-03 BUY PRU 358 73.84 -26434.72 Accelerating momentum new: rank 7, 12m momentum 48.7%, recent 3m 29.6%, acceleration 4.4%, target weight 8.3%.
2013-07-03 BUY GT 1,721 15.38 -26468.98 Accelerating momentum new: rank 6, 12m momentum 44.5%, recent 3m 25.4%, acceleration 9.4%, target weight 8.3%.
2013-07-03 BUY F 1,611 16.43 -26468.73 Accelerating momentum new: rank 5, 12m momentum 49.4%, recent 3m 29.9%, acceleration 7.2%, target weight 8.3%.
2013-07-03 BUY AKAM 620 42.69 -26467.80 Accelerating momentum new: rank 3, 12m momentum 52.2%, recent 3m 25.3%, acceleration 8.9%, target weight 8.3%.
2013-07-03 BUY ILMN 370 71.36 -26403.90 Accelerating momentum new: rank 2, 12m momentum 62.3%, recent 3m 33.6%, acceleration 2.8%, target weight 8.3%.
2013-07-03 BUY TSLA 3,445 7.68 -26466.90 Accelerating momentum new: rank 1, 12m momentum 221.5%, recent 3m 174.3%, acceleration 54.2%, target weight 8.3%.
2013-07-03 SELL K 602 41.1 2013-04-15 SHORT +24743.83 Exit K: no fresh eligible price data as of 2013-07-03; closing stale/delisted holding, SHORT-term.
2013-07-03 SELL RRC 330 77.47 2013-04-15 SHORT +25565.10 Exit RRC: no fresh eligible price data as of 2013-07-03; closing stale/delisted holding, SHORT-term.
2013-07-03 SELL KR 1,495 17.8 2013-04-15 SHORT +26611.00 Exit KR: no fresh eligible price data as of 2013-07-03; closing stale/delisted holding, SHORT-term.
2013-07-03 SELL DECK 2,587 8.51 2013-04-15 SHORT +22019.77 Exit DECK: no fresh eligible price data as of 2013-07-03; closing stale/delisted holding, SHORT-term.
2013-07-03 SELL MTG 4,844 6.05 2013-04-15 SHORT +29306.20 Exit MTG: no fresh eligible price data as of 2013-07-03; closing stale/delisted holding, SHORT-term.
2013-07-03 SELL AMGN 225 95.81 2013-04-15 SHORT +21557.25 Exit AMGN: no fresh eligible price data as of 2013-07-03; closing stale/delisted holding, SHORT-term.
2013-07-03 SELL VRSN 532 45 2013-04-15 SHORT +23940.00 Exit VRSN: no fresh eligible price data as of 2013-07-03; closing stale/delisted holding, SHORT-term.
2013-07-03 SELL CPB 540 44.22 2013-04-15 SHORT +23878.80 Exit CPB: no fresh eligible price data as of 2013-07-03; closing stale/delisted holding, SHORT-term.
2013-07-03 SELL GPS 662 42.89 2013-04-15 SHORT +28393.18 Exit GPS: no fresh eligible price data as of 2013-07-03; closing stale/delisted holding, SHORT-term.
2013-07-03 SELL CHTR 237 127.64 2013-04-15 SHORT +30250.68 Exit CHTR: no fresh eligible price data as of 2013-07-03; closing stale/delisted holding, SHORT-term.
2013-07-03 SELL BIIB 123 217.5 2013-04-15 SHORT +26752.50 Exit BIIB: no fresh eligible price data as of 2013-07-03; closing stale/delisted holding, SHORT-term.
2013-07-03 DEPOSIT +7500.00 Monthly contribution x3
2013-07-03 DIVIDEND CPB 540 0.29 +156.60
2013-07-01 INTEREST +0.01
2013-06-10 DIVIDEND GPS 662 0.09 +57.92
2013-06-03 INTEREST +0.01
2013-05-14 DIVIDEND AMGN 225 0.47 +105.75
2013-05-01 INTEREST +0.01
2013-04-15 BUY K 602 40.63 -24461.91 Accelerating momentum new: rank 12, 12m momentum 28.2%, recent 3m 22.7%, acceleration 6.3%, target weight 8.3%.
2013-04-15 BUY RRC 330 73.99 -24416.70 Accelerating momentum new: rank 11, 12m momentum 32.3%, recent 3m 14.9%, acceleration 2.7%, target weight 8.3%.
2013-04-15 BUY VRTX 452 54.06 -24435.12 Accelerating momentum new: rank 10, 12m momentum 26.8%, recent 3m 14.3%, acceleration 10.4%, target weight 8.3%.
2013-04-15 BUY KR 1,495 16.36 -24458.20 Accelerating momentum new: rank 9, 12m momentum 29.2%, recent 3m 27.3%, acceleration 8.1%, target weight 8.3%.
2013-04-15 BUY DECK 2,587 9.46 -24460.08 Accelerating momentum new: rank 8, 12m momentum -27.9%, recent 3m 54.8%, acceleration 67.2%, target weight 8.3%.
2013-04-15 BUY MTG 4,844 5.05 -24462.20 Accelerating momentum new: rank 7, 12m momentum 11.7%, recent 3m 73.5%, acceleration 29.0%, target weight 8.3%.
2013-04-15 BUY AMGN 225 108.48 -24408.00 Accelerating momentum new: rank 6, 12m momentum 35.5%, recent 3m 24.7%, acceleration 6.1%, target weight 8.3%.
2013-04-15 BUY VRSN 532 45.91 -24424.12 Accelerating momentum new: rank 5, 12m momentum 22.3%, recent 3m 20.8%, acceleration 19.7%, target weight 8.3%.
2013-04-15 BUY CPB 540 45.26 -24440.40 Accelerating momentum new: rank 4, 12m momentum 27.6%, recent 3m 28.5%, acceleration 14.5%, target weight 8.3%.
2013-04-15 BUY GPS 662 36.93 -24447.66 Accelerating momentum new: rank 3, 12m momentum 45.8%, recent 3m 16.5%, acceleration 0.4%, target weight 8.3%.
2013-04-15 BUY CHTR 237 103.08 -24429.96 Accelerating momentum new: rank 2, 12m momentum 44.2%, recent 3m 31.5%, acceleration 7.9%, target weight 8.3%.
2013-04-15 BUY BIIB 123 198.75 -24446.25 Accelerating momentum new: rank 1, 12m momentum 46.7%, recent 3m 38.2%, acceleration 16.8%, target weight 8.3%.
2013-04-15 SELL PWR 759 26.71 2013-01-11 SHORT +20272.89 Exit PWR: no fresh eligible price data as of 2013-04-15; closing stale/delisted holding, SHORT-term.
2013-04-15 SELL HOG 439 49.95 2013-01-11 SHORT +21928.05 Exit HOG: no fresh eligible price data as of 2013-04-15; closing stale/delisted holding, SHORT-term.
2013-04-15 SELL F 1,575 12.95 2013-01-11 SHORT +20396.25 Exit F: no fresh eligible price data as of 2013-04-15; closing stale/delisted holding, SHORT-term.
2013-04-15 SELL RHI 670 35.08 2013-01-11 SHORT +23503.60 Exit RHI: no fresh eligible price data as of 2013-04-15; closing stale/delisted holding, SHORT-term.
2013-04-15 SELL ASH 532 41.34 2013-01-11 SHORT +21993.15 Exit ASH: no fresh eligible price data as of 2013-04-15; closing stale/delisted holding, SHORT-term.
2013-04-15 SELL UAL 848 29.09 2013-01-11 SHORT +24668.32 Exit UAL: no fresh eligible price data as of 2013-04-15; closing stale/delisted holding, SHORT-term.
2013-04-15 SELL LUV 1,995 12.67 2013-01-11 SHORT +25276.65 Exit LUV: no fresh eligible price data as of 2013-04-15; closing stale/delisted holding, SHORT-term.
2013-04-15 SELL MU 2,924 9.56 2013-01-11 SHORT +27953.44 Exit MU: accelerating-momentum rank 58 below exit buffer top 18; SHORT-term.
2013-04-15 SELL FIS 595 40.12 2013-01-11 SHORT +23871.40 Exit FIS: no fresh eligible price data as of 2013-04-15; closing stale/delisted holding, SHORT-term.
2013-04-15 SELL GNW 2,718 9.37 2013-01-11 SHORT +25467.66 Exit GNW: no fresh eligible price data as of 2013-04-15; closing stale/delisted holding, SHORT-term.
2013-04-15 SELL DAL 1,651 14.91 2013-01-11 SHORT +24616.41 Exit DAL: no fresh eligible price data as of 2013-04-15; closing stale/delisted holding, SHORT-term.
2013-04-15 SELL TRIP 501 51.56 2013-01-11 SHORT +25831.56 Exit TRIP: no fresh eligible price data as of 2013-04-15; closing stale/delisted holding, SHORT-term.
2013-04-15 DEPOSIT +7500.00 Monthly contribution x3
2013-04-01 INTEREST +0.01
2013-03-05 DIVIDEND LUV 1,995 0.01 +19.95
2013-03-01 INTEREST +0.00
2013-02-01 INTEREST +0.00
2013-01-28 DIVIDEND F 1,575 0.1 +157.50
2013-01-11 BUY PWR 759 29.02 -22026.18 Accelerating momentum new: rank 12, 12m momentum 33.6%, recent 3m 20.0%, acceleration 0.0%, target weight 8.3%.
2013-01-11 BUY HOG 439 50.14 -22011.46 Accelerating momentum new: rank 11, 12m momentum 26.4%, recent 3m 19.7%, acceleration 9.7%, target weight 8.3%.
2013-01-11 BUY F 1,575 14 -22050.00 Accelerating momentum new: rank 10, 12m momentum 6.9%, recent 3m 38.6%, acceleration 31.0%, target weight 8.3%.
2013-01-11 BUY RHI 670 32.88 -22029.60 Accelerating momentum new: rank 9, 12m momentum 8.4%, recent 3m 29.0%, acceleration 29.7%, target weight 8.3%.
2013-01-11 BUY ASH 532 41.42 -22037.41 Accelerating momentum new: rank 8, 12m momentum 37.9%, recent 3m 20.7%, acceleration 0.2%, target weight 8.3%.
2013-01-11 BUY UAL 848 25.99 -22039.52 Accelerating momentum new: rank 7, 12m momentum 10.1%, recent 3m 26.8%, acceleration 30.4%, target weight 8.3%.
2013-01-11 BUY LUV 1,995 11.05 -22044.75 Accelerating momentum new: rank 6, 12m momentum 22.4%, recent 3m 26.3%, acceleration 19.3%, target weight 8.3%.
2013-01-11 BUY MU 2,924 7.54 -22046.96 Accelerating momentum new: rank 5, 12m momentum 16.3%, recent 3m 30.9%, acceleration 26.4%, target weight 8.3%.
2013-01-11 BUY FIS 595 37 -22015.00 Accelerating momentum new: rank 4, 12m momentum 44.3%, recent 3m 19.4%, acceleration 1.8%, target weight 8.3%.
2013-01-11 BUY GNW 2,718 8.11 -22042.98 Accelerating momentum new: rank 3, 12m momentum 5.5%, recent 3m 49.1%, acceleration 44.3%, target weight 8.3%.
2013-01-11 BUY DAL 1,651 13.35 -22040.85 Accelerating momentum new: rank 2, 12m momentum 30.3%, recent 3m 35.0%, acceleration 25.2%, target weight 8.3%.
2013-01-11 BUY TRIP 501 43.98 -22033.98 Accelerating momentum new: rank 1, 12m momentum 54.1%, recent 3m 35.2%, acceleration 21.5%, target weight 8.3%.
2013-01-11 SELL C 574 42.34 2012-10-08 SHORT +24303.16 Exit C: no fresh eligible price data as of 2013-01-11; closing stale/delisted holding, SHORT-term.
2013-01-11 SELL IP 580 37.46 2012-10-08 SHORT +21725.93 Exit IP: no fresh eligible price data as of 2013-01-11; closing stale/delisted holding, SHORT-term.
2013-01-11 SELL DXC 1,258 20.84 2012-10-08 SHORT +26218.36 Exit DXC: no fresh eligible price data as of 2013-01-11; closing stale/delisted holding, SHORT-term.
2013-01-11 SELL VLO 688 31.72 2012-10-08 SHORT +21822.33 Exit VLO: no fresh eligible price data as of 2013-01-11; closing stale/delisted holding, SHORT-term.
2013-01-11 SELL GILD 572 39.04 2012-10-08 SHORT +22330.88 Exit GILD: no fresh eligible price data as of 2013-01-11; closing stale/delisted holding, SHORT-term.
2013-01-11 SELL LYB 381 60.91 2012-10-08 SHORT +23206.71 Exit LYB: no fresh eligible price data as of 2013-01-11; closing stale/delisted holding, SHORT-term.
2013-01-11 SELL WMB 554 33.49 2012-10-08 SHORT +18553.46 Exit WMB: no fresh eligible price data as of 2013-01-11; closing stale/delisted holding, SHORT-term.
2013-01-11 SELL LULU 264 70.84 2012-10-08 SHORT +18701.76 Exit LULU: no fresh eligible price data as of 2013-01-11; closing stale/delisted holding, SHORT-term.
2013-01-11 SELL AKAM 504 39.59 2012-10-08 SHORT +19953.36 Exit AKAM: no fresh eligible price data as of 2013-01-11; closing stale/delisted holding, SHORT-term.
2013-01-11 SELL TEX 841 29.44 2012-10-08 SHORT +24759.04 Exit TEX: no fresh eligible price data as of 2013-01-11; closing stale/delisted holding, SHORT-term.
2013-01-11 SELL ANDV 476 42.17 2012-10-08 SHORT +20072.92 Exit ANDV: no fresh eligible price data as of 2013-01-11; closing stale/delisted holding, SHORT-term.
2013-01-11 SELL TMUS 796 19.08 2012-10-08 SHORT +15187.68 Exit TMUS: no fresh eligible price data as of 2013-01-11; closing stale/delisted holding, SHORT-term.
2013-01-11 DEPOSIT +7500.00 Monthly contribution x3
2013-01-02 INTEREST +0.00
2012-12-03 INTEREST +0.00
2012-11-19 DIVIDEND VLO 688 0.16 +110.05
2012-11-01 INTEREST +0.00
2012-11-01 DIVIDEND C 574 0.01 +5.74
2012-10-08 BUY C 574 34.78 -19963.72 Accelerating momentum new: rank 12, 12m momentum 14.6%, recent 3m 34.4%, acceleration 37.7%, target weight 8.3%.
2012-10-08 BUY IP 580 34.41 -19960.12 Accelerating momentum new: rank 11, 12m momentum 34.5%, recent 3m 29.0%, acceleration 18.1%, target weight 8.3%.
2012-10-08 BUY DXC 1,258 15.86 -19956.03 Accelerating momentum new: rank 10, 12m momentum 16.2%, recent 3m 36.2%, acceleration 36.5%, target weight 8.3%.
2012-10-08 BUY VLO 688 28.99 -19941.96 Accelerating momentum new: rank 9, 12m momentum 38.8%, recent 3m 34.1%, acceleration 14.7%, target weight 8.3%.
2012-10-08 BUY GILD 572 34.91 -19965.66 Accelerating momentum new: rank 8, 12m momentum 50.0%, recent 3m 35.3%, acceleration 3.9%, target weight 8.3%.
2012-10-08 BUY LYB 381 52.38 -19956.78 Accelerating momentum new: rank 7, 12m momentum 48.3%, recent 3m 29.4%, acceleration 5.9%, target weight 8.3%.
2012-10-08 BUY WMB 554 36.04 -19966.16 Accelerating momentum new: rank 6, 12m momentum 55.5%, recent 3m 25.2%, acceleration 0.4%, target weight 8.3%.
2012-10-08 BUY LULU 264 75.4 -19905.60 Accelerating momentum new: rank 5, 12m momentum 33.7%, recent 3m 30.1%, acceleration 22.7%, target weight 8.3%.
2012-10-08 BUY AKAM 504 39.6 -19958.40 Accelerating momentum new: rank 4, 12m momentum 79.4%, recent 3m 33.3%, acceleration 1.3%, target weight 8.3%.
2012-10-08 BUY TEX 841 23.72 -19948.52 Accelerating momentum new: rank 3, 12m momentum 61.7%, recent 3m 44.0%, acceleration 24.1%, target weight 8.3%.
2012-10-08 BUY ANDV 476 41.9 -19944.40 Accelerating momentum new: rank 2, 12m momentum 64.8%, recent 3m 63.1%, acceleration 27.8%, target weight 8.3%.
2012-10-08 BUY TMUS 796 25.08 -19963.68 Accelerating momentum new: rank 1, 12m momentum -5.9%, recent 3m 93.5%, acceleration 107.5%, target weight 8.3%.
2012-10-08 SELL OKE 479 42.96 2012-07-12 SHORT +20578.32 Exit OKE: no fresh eligible price data as of 2012-10-08; closing stale/delisted holding, SHORT-term.
2012-10-08 SELL DOC 442 41.38 2012-07-12 SHORT +18287.84 Exit DOC: no fresh eligible price data as of 2012-10-08; closing stale/delisted holding, SHORT-term.
2012-10-08 SELL EXPE 409 56.8 2012-07-12 SHORT +23231.20 Exit EXPE: accelerating-momentum rank 172 below exit buffer top 18; SHORT-term.
2012-10-08 SELL STZ 627 36.35 2012-07-12 SHORT +22791.45 Exit STZ: no fresh eligible price data as of 2012-10-08; closing stale/delisted holding, SHORT-term.
2012-10-08 SELL WEC 445 38.2 2012-07-12 SHORT +16999.00 Exit WEC: no fresh eligible price data as of 2012-10-08; closing stale/delisted holding, SHORT-term.
2012-10-08 SELL HSY 250 71.68 2012-07-12 SHORT +17920.00 Exit HSY: no fresh eligible price data as of 2012-10-08; closing stale/delisted holding, SHORT-term.
2012-10-08 SELL VZ 403 46.57 2012-07-12 SHORT +18767.71 Exit VZ: no fresh eligible price data as of 2012-10-08; closing stale/delisted holding, SHORT-term.
2012-10-08 SELL WMT 747 25.08 2012-07-12 SHORT +18737.23 Exit WMT: no fresh eligible price data as of 2012-10-08; closing stale/delisted holding, SHORT-term.
2012-10-08 SELL CTRA 924 21.95 2012-07-12 SHORT +20281.80 Exit CTRA: no fresh eligible price data as of 2012-10-08; closing stale/delisted holding, SHORT-term.
2012-10-08 SELL EW 1,072 17.9 2012-07-12 SHORT +19190.62 Exit EW: no fresh eligible price data as of 2012-10-08; closing stale/delisted holding, SHORT-term.
2012-10-08 SELL VRTX 340 58.49 2012-07-12 SHORT +19886.60 Exit VRTX: no fresh eligible price data as of 2012-10-08; closing stale/delisted holding, SHORT-term.
2012-10-08 SELL AAL 1,290 11.57 2012-07-12 SHORT +14925.30 Exit AAL: no fresh eligible price data as of 2012-10-08; closing stale/delisted holding, SHORT-term.
2012-10-08 DEPOSIT +7500.00 Monthly contribution x3
2012-10-05 DIVIDEND VZ 403 0.52 +207.55
2012-10-01 INTEREST +0.00
2012-09-04 INTEREST +0.00
2012-08-24 DIVIDEND EXPE 409 0.13 +53.17
2012-08-08 DIVIDEND WMT 747 0.13 +99.10
2012-08-01 INTEREST +0.00
2012-07-12 BUY OKE 479 37.59 -18003.41 Accelerating momentum new: rank 12, 12m momentum 22.2%, recent 3m 6.7%, acceleration 0.1%, target weight 8.3%.
2012-07-12 BUY DOC 442 40.76 -18014.11 Accelerating momentum new: rank 11, 12m momentum 15.8%, recent 3m 14.5%, acceleration 9.1%, target weight 8.3%.
2012-07-12 BUY EXPE 409 44.06 -18020.54 Accelerating momentum new: rank 10, 12m momentum -11.3%, recent 3m 37.6%, acceleration 38.6%, target weight 8.3%.
2012-07-12 BUY STZ 627 28.74 -18019.98 Accelerating momentum new: rank 9, 12m momentum -10.2%, recent 3m 33.7%, acceleration 37.6%, target weight 8.3%.
2012-07-12 BUY WEC 445 40.47 -18009.15 Accelerating momentum new: rank 8, 12m momentum 26.1%, recent 3m 15.7%, acceleration 1.5%, target weight 8.3%.
2012-07-12 BUY HSY 250 71.96 -17990.00 Accelerating momentum new: rank 7, 12m momentum 23.5%, recent 3m 16.7%, acceleration 4.5%, target weight 8.3%.
2012-07-12 BUY VZ 403 44.67 -18002.01 Accelerating momentum new: rank 6, 12m momentum 20.5%, recent 3m 19.0%, acceleration 10.4%, target weight 8.3%.
2012-07-12 BUY WMT 747 24.1 -18005.17 Accelerating momentum new: rank 5, 12m momentum 28.7%, recent 3m 20.2%, acceleration 5.3%, target weight 8.3%.
2012-07-12 BUY CTRA 924 19.48 -18004.14 Accelerating momentum new: rank 4, 12m momentum 20.4%, recent 3m 27.0%, acceleration 22.8%, target weight 8.3%.
2012-07-12 BUY EW 1,072 16.8 -18013.14 Accelerating momentum new: rank 3, 12m momentum 8.7%, recent 3m 38.9%, acceleration 35.7%, target weight 8.3%.
2012-07-12 BUY VRTX 340 52.94 -17999.60 Accelerating momentum new: rank 2, 12m momentum 18.4%, recent 3m 40.4%, acceleration 30.6%, target weight 8.3%.
2012-07-12 BUY AAL 1,290 13.97 -18021.30 Accelerating momentum new: rank 1, 12m momentum 39.2%, recent 3m 77.1%, acceleration 40.7%, target weight 8.3%.
2012-07-12 SELL BAX 616 29.26 2012-04-10 SHORT +18021.57 Exit BAX: no fresh eligible price data as of 2012-07-12; closing stale/delisted holding, SHORT-term.
2012-07-12 SELL BWA 551 27.81 2012-04-10 SHORT +15324.69 Exit BWA: no fresh eligible price data as of 2012-07-12; closing stale/delisted holding, SHORT-term.
2012-07-12 SELL ACN 305 57.27 2012-04-10 SHORT +17467.35 Exit ACN: no fresh eligible price data as of 2012-07-12; closing stale/delisted holding, SHORT-term.
2012-07-12 SELL TXT 731 22.76 2012-04-10 SHORT +16637.56 Exit TXT: no fresh eligible price data as of 2012-07-12; closing stale/delisted holding, SHORT-term.
2012-07-12 SELL SWKS 749 26.32 2012-04-10 SHORT +19713.68 Exit SWKS: no fresh eligible price data as of 2012-07-12; closing stale/delisted holding, SHORT-term.
2012-07-12 SELL ILMN 378 38.84 2012-04-10 SHORT +14682.43 Exit ILMN: no fresh eligible price data as of 2012-07-12; closing stale/delisted holding, SHORT-term.
2012-07-12 SELL GPS 765 27.18 2012-04-10 SHORT +20792.70 Exit GPS: no fresh eligible price data as of 2012-07-12; closing stale/delisted holding, SHORT-term.
2012-07-12 SELL LVS 330 39.18 2012-04-10 SHORT +12929.40 Exit LVS: no fresh eligible price data as of 2012-07-12; closing stale/delisted holding, SHORT-term.
2012-07-12 SELL TDC 291 64.84 2012-04-10 SHORT +18868.44 Exit TDC: no fresh eligible price data as of 2012-07-12; closing stale/delisted holding, SHORT-term.
2012-07-12 SELL DDS 316 62.03 2012-04-10 SHORT +19601.48 Exit DDS: no fresh eligible price data as of 2012-07-12; closing stale/delisted holding, SHORT-term.
2012-07-12 SELL CRM 502 31.89 2012-04-10 SHORT +16006.27 Exit CRM: no fresh eligible price data as of 2012-07-12; closing stale/delisted holding, SHORT-term.
2012-07-12 SELL AAPL 860 21.39 2012-04-10 SHORT +18394.80 Exit AAPL: no fresh eligible price data as of 2012-07-12; closing stale/delisted holding, SHORT-term.
2012-07-12 DEPOSIT +7500.00 Monthly contribution x3
2012-07-02 INTEREST +0.00
2012-06-04 DIVIDEND GPS 765 0.08 +61.20
2012-06-01 INTEREST +0.00
2012-05-01 INTEREST +0.00
2012-04-10 BUY BAX 616 31.33 -19296.45 Accelerating momentum new: rank 12, 12m momentum 13.0%, recent 3m 15.9%, acceleration 14.7%, target weight 8.3%.
2012-04-10 BUY BWA 551 35.03 -19299.55 Accelerating momentum new: rank 11, 12m momentum 9.7%, recent 3m 23.6%, acceleration 18.8%, target weight 8.3%.
2012-04-10 BUY ACN 305 63.15 -19260.75 Accelerating momentum new: rank 10, 12m momentum 18.4%, recent 3m 22.1%, acceleration 16.6%, target weight 8.3%.
2012-04-10 BUY TXT 731 26.4 -19298.40 Accelerating momentum new: rank 9, 12m momentum 2.0%, recent 3m 38.4%, acceleration 35.5%, target weight 8.3%.
2012-04-10 BUY SWKS 749 25.75 -19286.75 Accelerating momentum new: rank 8, 12m momentum -14.9%, recent 3m 44.6%, acceleration 55.5%, target weight 8.3%.
2012-04-10 BUY ILMN 378 51 -19278.72 Accelerating momentum new: rank 7, 12m momentum -21.4%, recent 3m 64.8%, acceleration 66.9%, target weight 8.3%.
2012-04-10 BUY GPS 765 25.23 -19300.95 Accelerating momentum new: rank 6, 12m momentum 16.7%, recent 3m 39.7%, acceleration 29.2%, target weight 8.3%.
2012-04-10 BUY LVS 330 58.4 -19272.00 Accelerating momentum new: rank 5, 12m momentum 37.5%, recent 3m 38.3%, acceleration 18.8%, target weight 8.3%.
2012-04-10 BUY TDC 291 66.16 -19252.56 Accelerating momentum new: rank 4, 12m momentum 35.9%, recent 3m 36.3%, acceleration 23.1%, target weight 8.3%.
2012-04-10 BUY DDS 316 61.02 -19282.32 Accelerating momentum new: rank 3, 12m momentum 53.3%, recent 3m 36.8%, acceleration 9.6%, target weight 8.3%.
2012-04-10 BUY CRM 502 38.43 -19293.11 Accelerating momentum new: rank 2, 12m momentum 15.9%, recent 3m 52.6%, acceleration 53.0%, target weight 8.3%.
2012-04-10 BUY AAPL 860 22.44 -19302.10 Accelerating momentum new: rank 1, 12m momentum 57.3%, recent 3m 49.0%, acceleration 13.4%, target weight 8.3%.
2012-04-10 SELL LEN 885 23.32 2012-01-03 SHORT +20639.00 Exit LEN: no fresh eligible price data as of 2012-04-10; closing stale/delisted holding, SHORT-term.
2012-04-10 SELL SBNY 271 73.04 2012-01-03 SHORT +19794.92 Exit SBNY: no fresh eligible price data as of 2012-04-10; closing stale/delisted holding, SHORT-term.
2012-04-10 SELL APOL 299 48.31 2012-01-03 SHORT +14445.59 Exit APOL: no fresh eligible price data as of 2012-04-10; closing stale/delisted holding, SHORT-term.
2012-04-10 SELL PSKY 614 31.3 2012-01-03 SHORT +19218.20 Exit PSKY: no fresh eligible price data as of 2012-04-10; closing stale/delisted holding, SHORT-term.
2012-04-10 SELL PETM 303 65.68 2012-01-03 SHORT +19900.77 Exit PETM: no fresh eligible price data as of 2012-04-10; closing stale/delisted holding, SHORT-term.
2012-04-10 SELL GR 134 146.6 2012-01-03 SHORT +19644.64 Exit GR: no fresh eligible price data as of 2012-04-10; closing stale/delisted holding, SHORT-term.
2012-04-10 SELL KSU 235 83.4 2012-01-03 SHORT +19599.21 Exit KSU: no fresh eligible price data as of 2012-04-10; closing stale/delisted holding, SHORT-term.
2012-04-10 SELL ADS 154 131.77 2012-01-03 SHORT +20293.04 Exit ADS: no fresh eligible price data as of 2012-04-10; closing stale/delisted holding, SHORT-term.
2012-04-10 SELL HP 271 52.07 2012-01-03 SHORT +14110.97 Exit HP: no fresh eligible price data as of 2012-04-10; closing stale/delisted holding, SHORT-term.
2012-04-10 SELL GT 1,150 10.39 2012-01-03 SHORT +11948.50 Exit GT: no fresh eligible price data as of 2012-04-10; closing stale/delisted holding, SHORT-term.
2012-04-10 SELL STX 1,020 25.64 2012-01-03 SHORT +26152.80 Exit STX: no fresh eligible price data as of 2012-04-10; closing stale/delisted holding, SHORT-term.
2012-04-10 SELL WCG 287 61.93 2012-01-03 SHORT +17772.99 Exit WCG: no fresh eligible price data as of 2012-04-10; closing stale/delisted holding, SHORT-term.
2012-04-10 DEPOSIT +7500.00 Monthly contribution x3
2012-04-02 INTEREST +0.01
2012-03-01 INTEREST +0.01
2012-02-13 DIVIDEND STX 1,020 0.25 +255.00
2012-02-01 INTEREST +0.00
2012-01-25 DIVIDEND LEN 885 0.04 +33.70
2012-01-03 BUY LEN 885 18.93 -16755.44 Accelerating momentum new: rank 12, 12m momentum 9.3%, recent 3m 56.1%, acceleration 67.2%, target weight 8.3%.
2012-01-03 BUY SBNY 271 61.64 -16703.90 Accelerating momentum new: rank 11, 12m momentum 45.1%, recent 3m 35.5%, acceleration 31.8%, target weight 8.3%.
2012-01-03 BUY APOL 299 56.04 -16756.92 Accelerating momentum new: rank 10, 12m momentum 51.6%, recent 3m 39.1%, acceleration 31.2%, target weight 8.3%.
2012-01-03 BUY PSKY 614 27.27 -16743.78 Accelerating momentum new: rank 9, 12m momentum 47.0%, recent 3m 43.9%, acceleration 37.2%, target weight 8.3%.
2012-01-03 BUY PETM 303 55.16 -16714.90 Accelerating momentum new: rank 8, 12m momentum 58.2%, recent 3m 38.8%, acceleration 27.8%, target weight 8.3%.
2012-01-03 BUY GR 134 124.5 -16683.00 Accelerating momentum new: rank 7, 12m momentum 60.9%, recent 3m 40.1%, acceleration 27.5%, target weight 8.3%.
2012-01-03 BUY KSU 235 71.04 -16694.63 Accelerating momentum new: rank 6, 12m momentum 67.5%, recent 3m 41.1%, acceleration 24.9%, target weight 8.3%.
2012-01-03 BUY ADS 154 108.48 -16706.10 Accelerating momentum new: rank 5, 12m momentum 68.3%, recent 3m 42.2%, acceleration 25.4%, target weight 8.3%.
2012-01-03 BUY HP 271 61.79 -16745.09 Accelerating momentum new: rank 4, 12m momentum 19.7%, recent 3m 65.3%, acceleration 77.7%, target weight 8.3%.
2012-01-03 BUY GT 1,150 14.57 -16755.50 Accelerating momentum new: rank 3, 12m momentum 41.3%, recent 3m 55.5%, acceleration 57.8%, target weight 8.3%.
2012-01-03 BUY STX 1,020 16.43 -16758.60 Accelerating momentum new: rank 2, 12m momentum 19.8%, recent 3m 73.1%, acceleration 84.0%, target weight 8.3%.
2012-01-03 BUY WCG 287 58.41 -16762.75 Accelerating momentum new: rank 1, 12m momentum 115.3%, recent 3m 51.9%, acceleration 9.3%, target weight 8.3%.
2012-01-03 SELL CSCO 895 18.63 2011-10-10 SHORT +16673.85 Exit CSCO: accelerating-momentum rank 252 below exit buffer top 18; SHORT-term.
2012-01-03 SELL AEE 509 32.76 2011-10-10 SHORT +16674.84 Exit AEE: accelerating-momentum rank 262 below exit buffer top 18; SHORT-term.
2012-01-03 SELL GIS 389 40.3 2011-10-10 SHORT +15676.70 Exit GIS: no fresh eligible price data as of 2012-01-03; closing stale/delisted holding, SHORT-term.
2012-01-03 SELL DUK 251 64.86 2011-10-10 SHORT +16279.86 Exit DUK: no fresh eligible price data as of 2012-01-03; closing stale/delisted holding, SHORT-term.
2012-01-03 SELL PWR 772 21.56 2011-10-10 SHORT +16644.32 Exit PWR: no fresh eligible price data as of 2012-01-03; closing stale/delisted holding, SHORT-term.
2012-01-03 SELL KMB 222 70.2 2011-10-10 SHORT +15584.69 Exit KMB: no fresh eligible price data as of 2012-01-03; closing stale/delisted holding, SHORT-term.
2012-01-03 SELL K 515 30.86 2011-10-10 SHORT +15895.37 Exit K: no fresh eligible price data as of 2012-01-03; closing stale/delisted holding, SHORT-term.
2012-01-03 SELL AAP 251 69.1 2011-10-10 SHORT +17344.10 Exit AAP: accelerating-momentum rank 235 below exit buffer top 18; SHORT-term.
2012-01-03 SELL BMY 466 35.01 2011-10-10 SHORT +16314.66 Exit BMY: no fresh eligible price data as of 2012-01-03; closing stale/delisted holding, SHORT-term.
2012-01-03 SELL MCHP 891 17.88 2011-10-10 SHORT +15931.08 Exit MCHP: accelerating-momentum rank 221 below exit buffer top 18; SHORT-term.
2012-01-03 SELL NDAQ 1,828 8.32 2011-10-10 SHORT +15208.96 Exit NDAQ: accelerating-momentum rank 233 below exit buffer top 18; SHORT-term.
2012-01-03 SELL NEM 234 62.08 2011-10-10 SHORT +14526.72 Exit NEM: no fresh eligible price data as of 2012-01-03; closing stale/delisted holding, SHORT-term.
2012-01-03 DEPOSIT +7500.00 Monthly contribution x3
2012-01-03 INTEREST +0.01
2012-01-03 DIVIDEND CSCO 895 0.06 +53.70
2011-12-06 DIVIDEND NEM 234 0.35 +81.90
2011-12-05 DIVIDEND AEE 509 0.4 +203.60
2011-12-01 INTEREST +0.01
2011-11-17 DIVIDEND MCHP 891 0.17 +155.03
2011-11-16 DIVIDEND DUK 251 0.75 +188.25
2011-11-01 INTEREST +0.00
2011-10-10 BUY CSCO 895 17.09 -15295.55 Accelerating momentum new: rank 12, 12m momentum -23.3%, recent 3m 9.6%, acceleration 26.5%, target weight 8.3%.
2011-10-10 BUY AEE 509 30.02 -15280.18 Accelerating momentum new: rank 11, 12m momentum 4.1%, recent 3m 4.0%, acceleration 0.6%, target weight 8.3%.
2011-10-10 BUY GIS 389 39.31 -15291.59 Accelerating momentum new: rank 10, 12m momentum 0.9%, recent 3m 6.1%, acceleration 4.9%, target weight 8.3%.
2011-10-10 BUY DUK 251 60.78 -15255.78 Accelerating momentum new: rank 9, 12m momentum 5.8%, recent 3m 6.0%, acceleration 0.4%, target weight 8.3%.
2011-10-10 BUY PWR 772 19.82 -15301.04 Accelerating momentum new: rank 8, 12m momentum -2.4%, recent 3m 1.0%, acceleration 8.8%, target weight 8.3%.
2011-10-10 BUY KMB 222 68.71 -15252.67 Accelerating momentum new: rank 7, 12m momentum 1.5%, recent 3m 7.4%, acceleration 5.7%, target weight 8.3%.
2011-10-10 BUY K 515 29.68 -15286.38 Accelerating momentum new: rank 6, 12m momentum 7.3%, recent 3m 7.7%, acceleration 2.6%, target weight 8.3%.
2011-10-10 BUY AAP 251 60.94 -15295.94 Accelerating momentum new: rank 5, 12m momentum 7.8%, recent 3m 4.4%, acceleration 6.1%, target weight 8.3%.
2011-10-10 BUY BMY 466 32.83 -15298.78 Accelerating momentum new: rank 4, 12m momentum 7.8%, recent 3m 13.2%, acceleration 6.3%, target weight 8.3%.
2011-10-10 BUY MCHP 891 17.18 -15302.93 Accelerating momentum new: rank 3, 12m momentum 14.3%, recent 3m 4.3%, acceleration 3.3%, target weight 8.3%.
2011-10-10 BUY NDAQ 1,828 8.37 -15306.39 Accelerating momentum new: rank 2, 12m momentum 17.4%, recent 3m 5.1%, acceleration 3.7%, target weight 8.3%.
2011-10-10 BUY NEM 234 65.27 -15273.18 Accelerating momentum new: rank 1, 12m momentum 7.5%, recent 3m 18.0%, acceleration 15.6%, target weight 8.3%.
2011-10-10 SELL AXP 322 45.45 2011-07-01 SHORT +14634.90 Exit AXP: no fresh eligible price data as of 2011-10-10; closing stale/delisted holding, SHORT-term.
2011-10-10 SELL TMO 259 52.36 2011-07-01 SHORT +13561.24 Exit TMO: no fresh eligible price data as of 2011-10-10; closing stale/delisted holding, SHORT-term.
2011-10-10 SELL APOL 267 46.1 2011-07-01 SHORT +12307.74 Exit APOL: no fresh eligible price data as of 2011-10-10; closing stale/delisted holding, SHORT-term.
2011-10-10 SELL NKE 734 22.68 2011-07-01 SHORT +16647.12 Exit NKE: no fresh eligible price data as of 2011-10-10; closing stale/delisted holding, SHORT-term.
2011-10-10 SELL FE 377 45.33 2011-07-01 SHORT +17089.41 Exit FE: no fresh eligible price data as of 2011-10-10; closing stale/delisted holding, SHORT-term.
2011-10-10 SELL JWN 232 66.99 2011-07-01 SHORT +15540.98 Exit JWN: no fresh eligible price data as of 2011-10-10; closing stale/delisted holding, SHORT-term.
2011-10-10 SELL M 564 27.7 2011-07-01 SHORT +15622.80 Exit M: no fresh eligible price data as of 2011-10-10; closing stale/delisted holding, SHORT-term.
2011-10-10 SELL NTAP 310 38.31 2011-07-01 SHORT +11876.10 Exit NTAP: no fresh eligible price data as of 2011-10-10; closing stale/delisted holding, SHORT-term.
2011-10-10 SELL TPR 255 59.99 2011-07-01 SHORT +15297.45 Exit TPR: no fresh eligible price data as of 2011-10-10; closing stale/delisted holding, SHORT-term.
2011-10-10 SELL EXPE 285 55.92 2011-07-01 SHORT +15937.20 Exit EXPE: no fresh eligible price data as of 2011-10-10; closing stale/delisted holding, SHORT-term.
2011-10-10 SELL FFIV 148 87.31 2011-07-01 SHORT +12921.88 Exit FFIV: no fresh eligible price data as of 2011-10-10; closing stale/delisted holding, SHORT-term.
2011-10-10 SELL CEPH 172 82.51 2011-07-01 SHORT +14192.51 Exit CEPH: no fresh eligible price data as of 2011-10-10; closing stale/delisted holding, SHORT-term.
2011-10-10 DEPOSIT +7500.00 Monthly contribution x3
2011-10-05 DIVIDEND AXP 322 0.18 +57.96
2011-10-03 INTEREST +0.01
2011-09-13 DIVIDEND JWN 232 0.03 +6.96
2011-09-13 DIVIDEND M 564 0.1 +56.40
2011-09-01 INTEREST +0.00
2011-09-01 DIVIDEND NKE 734 0.08 +56.88
2011-08-24 DIVIDEND EXPE 285 0.14 +39.90
2011-08-01 INTEREST +0.00
2011-07-01 BUY AXP 322 52.34 -16853.48 Accelerating momentum new: rank 12, 12m momentum 23.6%, recent 3m 15.4%, acceleration 0.8%, target weight 8.3%.
2011-07-01 BUY TMO 259 65.01 -16837.59 Accelerating momentum new: rank 11, 12m momentum 22.4%, recent 3m 16.1%, acceleration 4.4%, target weight 8.3%.
2011-07-01 BUY APOL 267 63.07 -16840.33 Accelerating momentum new: rank 10, 12m momentum 19.8%, recent 3m 29.9%, acceleration 8.6%, target weight 8.3%.
2011-07-01 BUY NKE 734 22.95 -16848.97 Accelerating momentum new: rank 9, 12m momentum 10.2%, recent 3m 20.0%, acceleration 20.1%, target weight 8.3%.
2011-07-01 BUY FE 377 44.63 -16825.51 Accelerating momentum new: rank 8, 12m momentum 22.9%, recent 3m 19.8%, acceleration 8.0%, target weight 8.3%.
2011-07-01 BUY JWN 232 72.46 -16810.49 Accelerating momentum new: rank 7, 12m momentum 23.3%, recent 3m 22.4%, acceleration 12.7%, target weight 8.3%.
2011-07-01 BUY M 564 29.88 -16852.32 Accelerating momentum new: rank 6, 12m momentum 24.6%, recent 3m 22.7%, acceleration 12.3%, target weight 8.3%.
2011-07-01 BUY NTAP 310 54.32 -16839.20 Accelerating momentum new: rank 5, 12m momentum 37.1%, recent 3m 12.7%, acceleration 0.3%, target weight 8.3%.
2011-07-01 BUY TPR 255 65.99 -16827.45 Accelerating momentum new: rank 4, 12m momentum 47.3%, recent 3m 25.2%, acceleration 3.9%, target weight 8.3%.
2011-07-01 BUY EXPE 285 59.08 -16837.80 Accelerating momentum new: rank 3, 12m momentum 30.9%, recent 3m 32.7%, acceleration 22.9%, target weight 8.3%.
2011-07-01 BUY FFIV 148 113.16 -16747.68 Accelerating momentum new: rank 2, 12m momentum 55.0%, recent 3m 20.9%, acceleration 7.5%, target weight 8.3%.
2011-07-01 BUY CEPH 172 97.87 -16834.16 Accelerating momentum new: rank 1, 12m momentum 45.2%, recent 3m 60.7%, acceleration 38.7%, target weight 8.3%.
2011-07-01 DEPOSIT +2500.00 Monthly contribution (first month)
2011-07-01 DEPOSIT +200000.00 Initial capital
storage/stock-reports/228/values.log
Snapshots
1,302
First value
202,185.82
Latest value
694,580.44
Net change
492,394.62
Total Value 694,580.44
+492,394.62 (+243.54%) 2011-07-05 -> 2016-09-02