Trade Journal

Filter
1108
Rebalance Dates
2687
Total Position Changes
€1,000
Initial Capital
€313,151 (31,215.1%)
Final Capital
2026-03-23 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FIX Comfort Systems USA Industrials 14.3% 2.1453
SNDK Sandisk Information Technology 14.2% 6.3119
ALB Albemarle Corporation Materials 14.0% 1.7252
SATS EchoStar Communication Services 14.0% 2.1585
MRNA Moderna Health Care 14.0% 1.5773
TPR Position closed
2026-03-16 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
SATS EchoStar Communication Services 20.0% 1.9696
SNDK Sandisk Information Technology 20.0% 6.6447
TPR Tapestry, Inc. Consumer Discretionary 20.0% 1.4843
ALB Albemarle Corporation Materials 20.0% 1.9054
FIX Comfort Systems USA Industrials 19.7% 2.1025
DG Position closed
2026-03-09 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
SATS EchoStar Communication Services 20.0% 2.0477
ALB Albemarle Corporation Materials 20.0% 1.8214
DG Dollar General Consumer Staples 20.0% 1.4704
SNDK Sandisk Information Technology 19.9% 7.8109
FIX Comfort Systems USA Industrials 19.6% 1.8227
MRNA Position closed
NEM Position closed
2026-03-02 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
SATS EchoStar Communication Services 20.0% 2.5581
MRNA Moderna Health Care 20.0% 1.5093
NEM Newmont Materials 20.0% 1.9601
SNDK Sandisk Information Technology 19.9% 7.9573
FIX Comfort Systems USA Industrials 19.7% 1.8308
ALB Position closed
2026-02-23 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
ALB Albemarle Corporation Materials 20.0% 1.8974
SATS EchoStar Communication Services 20.0% 3.3249
MRNA Moderna Health Care 20.0% 1.5949
SNDK Sandisk Information Technology 19.9% 8.0432
FIX Comfort Systems USA Industrials 19.8% 1.8241
LITE Position closed
DG Position closed
HII Position closed
2026-02-17 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
LITE Lumentum Information Technology 20.0% 2.6630
ALB Albemarle Corporation Materials 20.0% 1.9306
DG Dollar General Consumer Staples 20.0% 1.4849
HII Huntington Ingalls Industries Industrials 19.9% 1.6925
SATS EchoStar Communication Services 19.9% 3.5552
FIX Position closed
EXPE Position closed
2026-02-09 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
LITE Lumentum Information Technology 20.1% 3.0378
FIX Comfort Systems USA Industrials 20.0% 1.5082
SATS EchoStar Communication Services 20.0% 3.0703
ALB Albemarle Corporation Materials 20.0% 1.9055
EXPE Expedia Group Consumer Discretionary 19.9% 1.4557
NEM Position closed
2026-02-02 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FIX Comfort Systems USA Industrials 20.1% 1.4025
LITE Lumentum Information Technology 20.1% 3.1096
SATS EchoStar Communication Services 20.0% 2.8262
NEM Newmont Materials 20.0% 1.6785
EXPE Expedia Group Consumer Discretionary 19.9% 1.4130
HOOD Position closed
2026-01-26 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NEM Newmont Materials 20.0% 1.7099
HOOD Robinhood Markets Financials 20.0% 1.4235
SATS EchoStar Communication Services 20.0% 2.9228
LITE Lumentum Information Technology 19.9% 3.1861
FIX Comfort Systems USA Industrials 19.8% 1.4469
CVNA Position closed
2026-01-20 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
LITE Lumentum Information Technology 20.0% 2.6952
NEM Newmont Materials 20.0% 1.5986
FIX Comfort Systems USA Industrials 20.0% 1.5226
SATS EchoStar Communication Services 20.0% 2.9671
CVNA Carvana Consumer Discretionary 20.0% 1.4485
HOOD Position closed
2026-01-12 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
SATS EchoStar Communication Services 20.0% 2.6348
NEM Newmont Materials 20.0% 1.5952
HOOD Robinhood Markets Financials 20.0% 1.7217
LITE Lumentum Information Technology 19.9% 3.2095
FIX Comfort Systems USA Industrials 19.6% 1.6064
2026-01-05 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
FIX Comfort Systems USA Industrials 20.1% 1.5650
NEM Newmont Materials 20.0% 1.5588
HOOD Robinhood Markets Financials 20.0% 1.6858
SATS EchoStar Communication Services 20.0% 2.0583
LITE Lumentum Information Technology 19.9% 2.7144
2025-12-29 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FIX Comfort Systems USA Industrials 20.1% 1.6176
SATS EchoStar Communication Services 20.0% 2.0889
NEM Newmont Materials 20.0% 1.5029
HOOD Robinhood Markets Financials 20.0% 1.6804
LITE Lumentum Information Technology 19.9% 2.6310
ALB Position closed
2025-12-22 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
HOOD Robinhood Markets Financials 20.0% 1.6922
SATS EchoStar Communication Services 20.0% 2.1761
ALB Albemarle Corporation Materials 20.0% 1.5964
LITE Lumentum Information Technology 19.9% 2.4542
FIX Comfort Systems USA Industrials 19.7% 1.6023
NEM Position closed
WDC Position closed
2025-12-15 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
SATS EchoStar Communication Services 20.0% 2.5815
NEM Newmont Materials 20.0% 1.5369
HOOD Robinhood Markets Financials 20.0% 2.0013
WDC Western Digital Information Technology 20.0% 2.4055
FIX Comfort Systems USA Industrials 19.7% 1.6351
2025-12-08 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
HOOD Robinhood Markets Financials 20.0% 2.0956
SATS EchoStar Communication Services 20.0% 2.5770
NEM Newmont Materials 20.0% 1.4210
WDC Western Digital Information Technology 20.0% 2.3396
FIX Comfort Systems USA Industrials 19.8% 1.6262
2025-12-01 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
HOOD Robinhood Markets Financials 20.0% 2.2221
NEM Newmont Materials 20.0% 1.3437
WDC Western Digital Information Technology 20.0% 2.1625
SATS EchoStar Communication Services 20.0% 2.6013
FIX Comfort Systems USA Industrials 19.8% 1.6727
TPR Position closed
2025-11-24 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
SATS EchoStar Communication Services 20.0% 2.7658
TPR Tapestry, Inc. Consumer Discretionary 20.0% 1.4352
HOOD Robinhood Markets Financials 20.0% 2.1841
NEM Newmont Materials 20.0% 1.5101
WDC Western Digital Information Technology 20.0% 2.0169
2025-11-17 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
WDC Western Digital Information Technology 20.1% 2.1212
TPR Tapestry, Inc. Consumer Discretionary 20.0% 1.5159
HOOD Robinhood Markets Financials 20.0% 2.2832
SATS EchoStar Communication Services 20.0% 2.7291
NEM Newmont Materials 20.0% 1.8074
FIX Position closed
2025-11-10 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FIX Comfort Systems USA Industrials 20.0% 1.5332
TPR Tapestry, Inc. Consumer Discretionary 20.0% 1.4344
WDC Western Digital Information Technology 20.0% 1.9959
SATS EchoStar Communication Services 20.0% 2.6388
HOOD Robinhood Markets Financials 20.0% 3.0648
APP Position closed
2025-11-03 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
FIX Comfort Systems USA Industrials 20.2% 1.5652
HOOD Robinhood Markets Financials 20.0% 2.8946
SATS EchoStar Communication Services 20.0% 2.7545
APP AppLovin Information Technology 20.0% 2.3487
TPR Tapestry, Inc. Consumer Discretionary 20.0% 1.5046
2025-10-27 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
FIX Comfort Systems USA Industrials 20.3% 1.5082
APP AppLovin Information Technology 20.1% 2.4196
HOOD Robinhood Markets Financials 20.0% 2.4742
SATS EchoStar Communication Services 20.0% 2.5729
TPR Tapestry, Inc. Consumer Discretionary 20.0% 1.5275
2025-10-20 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TPR Tapestry, Inc. Consumer Discretionary 20.0% 1.5975
SATS EchoStar Communication Services 20.0% 2.4731
HOOD Robinhood Markets Financials 20.0% 2.5754
APP AppLovin Information Technology 19.9% 2.5419
FIX Comfort Systems USA Industrials 19.7% 1.6669
GEV Position closed
2025-10-13 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
HOOD Robinhood Markets Financials 20.0% 2.5941
SATS EchoStar Communication Services 20.0% 2.6378
TPR Tapestry, Inc. Consumer Discretionary 20.0% 1.5138
GEV GE Vernova Industrials 19.9% 1.6498
APP AppLovin Information Technology 19.9% 2.2733
PLTR Position closed
CVNA Position closed
FIX Position closed
2025-10-06 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
HOOD Robinhood Markets Financials 20.0% 2.5500
SATS EchoStar Communication Services 20.0% 2.3101
PLTR Palantir Technologies Information Technology 19.9% 2.1850
CVNA Carvana Consumer Discretionary 19.9% 1.5587
FIX Comfort Systems USA Industrials 19.7% 1.6544
GEV Position closed
2025-09-29 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
HOOD Robinhood Markets Financials 20.0% 2.4977
CVNA Carvana Consumer Discretionary 20.0% 1.5552
PLTR Palantir Technologies Information Technology 20.0% 2.1946
SATS EchoStar Communication Services 20.0% 1.9812
GEV GE Vernova Industrials 19.9% 1.7519
VST Position closed
2025-09-22 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
HOOD Robinhood Markets Financials 20.1% 2.5819
CVNA Carvana Consumer Discretionary 20.0% 1.5496
VST Vistra Corp. Utilities 20.0% 1.4088
GEV GE Vernova Industrials 20.0% 1.7016
PLTR Palantir Technologies Information Technology 20.0% 2.1992
2025-09-15 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
VST Vistra Corp. Utilities 20.1% 1.6684
PLTR Palantir Technologies Information Technology 20.0% 2.6659
HOOD Robinhood Markets Financials 20.0% 2.9906
CVNA Carvana Consumer Discretionary 20.0% 1.7571
GEV GE Vernova Industrials 19.9% 1.9483
TPR Position closed
2025-09-08 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
HOOD Robinhood Markets Financials 20.0% 2.8334
PLTR Palantir Technologies Information Technology 20.0% 2.9277
TPR Tapestry, Inc. Consumer Discretionary 20.0% 1.6862
VST Vistra Corp. Utilities 19.9% 1.7140
GEV GE Vernova Industrials 19.9% 2.1803
CVNA Position closed
2025-09-02 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PLTR Palantir Technologies Information Technology 20.0% 2.5532
HOOD Robinhood Markets Financials 20.0% 2.6126
VST Vistra Corp. Utilities 20.0% 1.6497
CVNA Carvana Consumer Discretionary 19.9% 1.6577
GEV GE Vernova Industrials 19.8% 2.1569
TPR Position closed
2025-08-25 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
GEV GE Vernova Industrials 20.2% 2.0625
VST Vistra Corp. Utilities 20.1% 1.5383
TPR Tapestry, Inc. Consumer Discretionary 20.0% 1.6384
PLTR Palantir Technologies Information Technology 20.0% 2.3233
HOOD Robinhood Markets Financials 20.0% 2.6682
2025-08-18 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
HOOD Robinhood Markets Financials 20.0% 2.7542
VST Vistra Corp. Utilities 20.0% 1.3860
TPR Tapestry, Inc. Consumer Discretionary 20.0% 1.5637
PLTR Palantir Technologies Information Technology 20.0% 2.2976
GEV GE Vernova Industrials 19.9% 1.8561
2025-08-11 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PLTR Palantir Technologies Information Technology 20.1% 2.3082
HOOD Robinhood Markets Financials 20.0% 2.7801
TPR Tapestry, Inc. Consumer Discretionary 20.0% 1.5233
VST Vistra Corp. Utilities 19.9% 1.5228
GEV GE Vernova Industrials 19.8% 1.8108
CVNA Position closed
2025-08-04 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.0% 1.6697
HOOD Robinhood Markets Financials 20.0% 2.6388
VST Vistra Corp. Utilities 20.0% 1.5428
PLTR Palantir Technologies Information Technology 20.0% 2.3989
GEV GE Vernova Industrials 19.9% 1.7471
NRG Position closed
2025-07-28 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
GEV GE Vernova Industrials 20.3% 1.7030
HOOD Robinhood Markets Financials 20.0% 2.1829
PLTR Palantir Technologies Information Technology 20.0% 2.5842
NRG NRG Energy Utilities 19.9% 1.5269
CVNA Carvana Consumer Discretionary 19.9% 1.5914
2025-07-21 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
GEV GE Vernova Industrials 20.1% 1.7054
PLTR Palantir Technologies Information Technology 20.1% 2.7102
HOOD Robinhood Markets Financials 20.0% 2.0536
NRG NRG Energy Utilities 20.0% 1.5896
CVNA Carvana Consumer Discretionary 19.9% 1.5167
2025-07-14 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
GEV GE Vernova Industrials 20.0% 1.6768
HOOD Robinhood Markets Financials 20.0% 2.1118
PLTR Palantir Technologies Information Technology 20.0% 2.6163
NRG NRG Energy Utilities 20.0% 1.5624
CVNA Carvana Consumer Discretionary 19.8% 1.8740
2025-07-07 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.2% 1.8591
PLTR Palantir Technologies Information Technology 20.0% 2.6718
NRG NRG Energy Utilities 20.0% 1.7339
HOOD Robinhood Markets Financials 20.0% 2.1334
GEV GE Vernova Industrials 19.8% 1.8758
2025-06-30 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
HOOD Robinhood Markets Financials 20.0% 2.0038
PLTR Palantir Technologies Information Technology 20.0% 2.5699
NRG NRG Energy Utilities 20.0% 1.7041
CVNA Carvana Consumer Discretionary 20.0% 1.7602
GEV GE Vernova Industrials 19.8% 1.8147
2025-06-23 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
GEV GE Vernova Industrials 20.1% 1.7126
CVNA Carvana Consumer Discretionary 20.0% 1.7534
HOOD Robinhood Markets Financials 20.0% 1.8951
NRG NRG Energy Utilities 20.0% 1.7384
PLTR Palantir Technologies Information Technology 19.9% 2.6170
2025-06-16 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
GEV GE Vernova Industrials 20.2% 1.6834
HOOD Robinhood Markets Financials 20.0% 1.8785
PLTR Palantir Technologies Information Technology 20.0% 2.8330
NRG NRG Energy Utilities 19.9% 1.6716
CVNA Carvana Consumer Discretionary 19.9% 1.8560
NFLX Position closed
2025-06-09 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.1% 1.6195
HOOD Robinhood Markets Financials 20.0% 1.6242
PLTR Palantir Technologies Information Technology 20.0% 2.6257
NFLX Netflix Communication Services 20.0% 1.4748
GEV GE Vernova Industrials 19.8% 1.6983
PM Position closed
2025-06-02 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
HOOD Robinhood Markets Financials 20.0% 1.6096
PLTR Palantir Technologies Information Technology 20.0% 3.0149
PM Philip Morris International Consumer Staples 20.0% 1.4610
CVNA Carvana Consumer Discretionary 19.9% 1.4526
GEV GE Vernova Industrials 19.8% 1.4677
TPL Position closed
2025-05-27 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
PM Philip Morris International Consumer Staples 6.1% 1.4692
HOOD Robinhood Markets Financials 6.0% 1.6206
PLTR Palantir Technologies Information Technology 6.0% 2.7626
GEV GE Vernova Industrials 5.9% 1.5065
TPL Texas Pacific Land Corporation Energy 5.9% 1.4257
T Position closed
NEM Position closed
2025-05-19 SIDEWAYS 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
HOOD Robinhood Markets Financials 14.0% 1.5125
PLTR Palantir Technologies Information Technology 14.0% 2.4118
T AT&T Communication Services 14.0% 1.4340
NEM Newmont Materials 14.0% 1.4267
PM Philip Morris International Consumer Staples 13.9% 1.4837
GILD Position closed
TPR Position closed
TPL Position closed
2025-05-12 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
HOOD Robinhood Markets Financials 6.0% 1.6772
GILD Gilead Sciences Health Care 6.0% 1.3396
TPR Tapestry, Inc. Consumer Discretionary 6.0% 1.3811
TPL Texas Pacific Land Corporation Energy 6.0% 1.4186
PLTR Palantir Technologies Information Technology 6.0% 2.3791
HWM Position closed
CVNA Position closed
2025-05-05 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PLTR Palantir Technologies Information Technology 6.1% 2.3022
HWM Howmet Aerospace Industrials 6.0% 1.4484
HOOD Robinhood Markets Financials 6.0% 1.6374
TPL Texas Pacific Land Corporation Energy 6.0% 1.5567
CVNA Carvana Consumer Discretionary 5.9% 1.5259
TPR Position closed
2025-04-28 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TPL Texas Pacific Land Corporation Energy 6.2% 1.4993
HOOD Robinhood Markets Financials 6.0% 1.6788
TPR Tapestry, Inc. Consumer Discretionary 6.0% 1.5444
PLTR Palantir Technologies Information Technology 6.0% 2.4983
HWM Howmet Aerospace Industrials 6.0% 1.4538
GEV Position closed
2025-04-21 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
HOOD Robinhood Markets Financials 6.0% 1.6541
TPL Texas Pacific Land Corporation Energy 6.0% 1.5455
PLTR Palantir Technologies Information Technology 6.0% 2.3624
TPR Tapestry, Inc. Consumer Discretionary 5.9% 1.5142
GEV GE Vernova Industrials 5.9% 1.5333
GILD Position closed
2025-04-14 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
TPL Texas Pacific Land Corporation Energy 6.2% 1.4851
PLTR Palantir Technologies Information Technology 6.1% 2.2296
HOOD Robinhood Markets Financials 6.0% 1.4572
GILD Gilead Sciences Health Care 6.0% 1.4397
TPR Tapestry, Inc. Consumer Discretionary 5.9% 1.4881
2025-04-07 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TPL Texas Pacific Land Corporation Energy 6.2% 1.5518
TPR Tapestry, Inc. Consumer Discretionary 6.0% 1.5372
HOOD Robinhood Markets Financials 6.0% 1.8086
PLTR Palantir Technologies Information Technology 6.0% 2.2373
GILD Gilead Sciences Health Care 6.0% 1.3993
SATS Position closed
APP Position closed
2025-03-31 SIDEWAYS 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
SATS EchoStar Communication Services 14.0% 1.5209
HOOD Robinhood Markets Financials 14.0% 1.9407
TPL Texas Pacific Land Corporation Energy 14.0% 1.6266
TPR Tapestry, Inc. Consumer Discretionary 14.0% 1.6354
APP AppLovin Information Technology 13.9% 2.5791
CVNA Position closed
VST Position closed
UAL Position closed
2025-03-24 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
APP AppLovin Information Technology 14.1% 3.6127
CVNA Carvana Consumer Discretionary 14.1% 1.7209
VST Vistra Corp. Utilities 14.0% 1.7007
HOOD Robinhood Markets Financials 14.0% 2.1775
UAL United Airlines Holdings Industrials 14.0% 1.6572
2025-03-17 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
APP AppLovin Information Technology 20.1% 3.5604
HOOD Robinhood Markets Financials 20.0% 2.3714
CVNA Carvana Consumer Discretionary 20.0% 2.0543
UAL United Airlines Holdings Industrials 20.0% 1.7848
VST Vistra Corp. Utilities 19.9% 1.8840
RCL Position closed
TPL Position closed
2025-03-10 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
UAL United Airlines Holdings Industrials 20.0% 1.8800
APP AppLovin Information Technology 20.0% 3.5212
HOOD Robinhood Markets Financials 20.0% 2.3641
RCL Royal Caribbean Group Consumer Discretionary 19.9% 1.4996
TPL Texas Pacific Land Corporation Energy 19.9% 1.6655
CVNA Position closed
VST Position closed
2025-03-03 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.0% 1.6948
HOOD Robinhood Markets Financials 20.0% 2.1386
UAL United Airlines Holdings Industrials 20.0% 1.9312
VST Vistra Corp. Utilities 20.0% 1.8279
APP AppLovin Information Technology 19.9% 3.5469
2025-02-24 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
VST Vistra Corp. Utilities 20.0% 2.3287
UAL United Airlines Holdings Industrials 20.0% 1.9386
HOOD Robinhood Markets Financials 20.0% 2.2802
CVNA Carvana Consumer Discretionary 20.0% 2.0657
APP AppLovin Information Technology 19.9% 3.6091
2025-02-18 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
APP AppLovin Information Technology 20.1% 3.8395
HOOD Robinhood Markets Financials 20.0% 2.3453
UAL United Airlines Holdings Industrials 20.0% 1.9727
VST Vistra Corp. Utilities 20.0% 2.1939
CVNA Carvana Consumer Discretionary 19.9% 1.9534
2025-02-10 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
APP AppLovin Information Technology 20.1% 4.2864
CVNA Carvana Consumer Discretionary 20.0% 1.9391
HOOD Robinhood Markets Financials 20.0% 2.3175
UAL United Airlines Holdings Industrials 20.0% 1.9350
VST Vistra Corp. Utilities 20.0% 2.2107
2025-02-03 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
VST Vistra Corp. Utilities 20.0% 1.9235
HOOD Robinhood Markets Financials 20.0% 2.0318
UAL United Airlines Holdings Industrials 20.0% 1.7992
CVNA Carvana Consumer Discretionary 19.9% 2.2123
APP AppLovin Information Technology 19.9% 4.3761
AXON Position closed
2025-01-27 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 20.1% 1.7816
APP AppLovin Information Technology 20.1% 4.2651
CVNA Carvana Consumer Discretionary 20.1% 2.3384
HOOD Robinhood Markets Financials 20.0% 1.9874
VST Vistra Corp. Utilities 20.0% 1.9855
2025-01-21 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.1% 2.6716
HOOD Robinhood Markets Financials 20.0% 2.1668
AXON Axon Enterprise Industrials 20.0% 1.8301
VST Vistra Corp. Utilities 19.9% 1.9439
APP AppLovin Information Technology 19.9% 4.3675
2025-01-13 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.1% 2.4017
AXON Axon Enterprise Industrials 20.1% 1.8657
VST Vistra Corp. Utilities 20.0% 1.9071
HOOD Robinhood Markets Financials 20.0% 1.9069
APP AppLovin Information Technology 19.9% 4.4809
TPL Position closed
2025-01-06 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TPL Texas Pacific Land Corporation Energy 20.2% 1.9623
APP AppLovin Information Technology 20.2% 4.7657
VST Vistra Corp. Utilities 20.1% 2.0029
AXON Axon Enterprise Industrials 20.0% 1.9303
CVNA Carvana Consumer Discretionary 19.9% 2.5462
2024-12-30 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
APP AppLovin Information Technology 20.1% 4.2772
VST Vistra Corp. Utilities 20.0% 2.1895
AXON Axon Enterprise Industrials 20.0% 1.8278
CVNA Carvana Consumer Discretionary 19.9% 2.3719
TPL Texas Pacific Land Corporation Energy 19.8% 2.0143
2024-12-23 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 20.1% 1.8003
APP AppLovin Information Technology 20.1% 4.2239
VST Vistra Corp. Utilities 20.0% 2.1180
CVNA Carvana Consumer Discretionary 20.0% 2.2990
TPL Texas Pacific Land Corporation Energy 19.8% 1.8453
2024-12-16 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
APP AppLovin Information Technology 20.1% 3.9340
CVNA Carvana Consumer Discretionary 20.0% 2.6586
VST Vistra Corp. Utilities 20.0% 1.9921
TPL Texas Pacific Land Corporation Energy 19.8% 1.7731
AXON Axon Enterprise Industrials 19.8% 1.7687
VRT Position closed
2024-12-09 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
APP AppLovin Information Technology 20.1% 2.4126
VRT Vertiv Industrials 20.0% 1.5919
VST Vistra Corp. Utilities 20.0% 1.8601
CVNA Carvana Consumer Discretionary 20.0% 2.9100
TPL Texas Pacific Land Corporation Energy 19.9% 1.9471
HOOD Position closed
2024-12-02 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
APP AppLovin Information Technology 20.1% 2.3994
VST Vistra Corp. Utilities 20.0% 1.7833
HOOD Robinhood Markets Financials 20.0% 1.6834
CVNA Carvana Consumer Discretionary 19.9% 2.8358
TPL Texas Pacific Land Corporation Energy 19.9% 1.5915
2024-11-25 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.1% 2.7048
APP AppLovin Information Technology 20.1% 2.2292
HOOD Robinhood Markets Financials 20.0% 1.6938
VST Vistra Corp. Utilities 20.0% 1.7995
TPL Texas Pacific Land Corporation Energy 20.0% 1.5163
SATS Position closed
2024-11-18 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
APP AppLovin Information Technology 20.1% 1.9683
VST Vistra Corp. Utilities 20.1% 1.8616
HOOD Robinhood Markets Financials 20.0% 1.6268
CVNA Carvana Consumer Discretionary 20.0% 2.3836
SATS EchoStar Communication Services 20.0% 1.5503
2024-11-11 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
APP AppLovin Information Technology 20.0% 1.9953
HOOD Robinhood Markets Financials 20.0% 1.6808
SATS EchoStar Communication Services 20.0% 1.6043
CVNA Carvana Consumer Discretionary 19.9% 2.3966
VST Vistra Corp. Utilities 19.9% 1.7994
VRT Position closed
2024-11-04 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.1% 2.5630
VST Vistra Corp. Utilities 20.0% 2.0318
VRT Vertiv Industrials 20.0% 1.3969
HOOD Robinhood Markets Financials 20.0% 1.3924
APP AppLovin Information Technology 19.9% 2.0496
KKR Position closed
FIX Position closed
2024-10-28 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
APP AppLovin Information Technology 20.1% 1.9013
CVNA Carvana Consumer Discretionary 20.0% 2.4989
VST Vistra Corp. Utilities 20.0% 1.8281
KKR KKR & Co. Financials 19.9% 1.3579
FIX Comfort Systems USA Industrials 19.8% 1.4246
HWM Position closed
SATS Position closed
2024-10-21 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
APP AppLovin Information Technology 20.1% 1.8345
HWM Howmet Aerospace Industrials 20.1% 1.4025
SATS EchoStar Communication Services 20.0% 1.4093
VST Vistra Corp. Utilities 20.0% 1.5295
CVNA Carvana Consumer Discretionary 19.9% 2.5218
IRM Position closed
2024-10-14 BULL 5 positions
4 new 4 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.0% 1.9341
IRM Iron Mountain Real Estate 20.0% 1.3907
HWM Howmet Aerospace Industrials 19.9% 1.3873
APP AppLovin Information Technology 19.9% 1.5195
VST Vistra Corp. Utilities 19.9% 1.3275
SATS Position closed
MMM Position closed
COHR Position closed
UHS Position closed
2024-10-07 BULL 5 positions
4 new 4 exited
Ticker Company Sector Weight RSL Score
SATS EchoStar Communication Services 20.0% 1.3504
MMM 3M Industrials 20.0% 1.3792
CVNA Carvana Consumer Discretionary 20.0% 1.9284
COHR Coherent Corp. Information Technology 19.9% 1.3730
UHS Universal Health Services Health Care 19.9% 1.3733
NVDA Position closed
VST Position closed
IRM Position closed
HWM Position closed
2024-09-30 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
NVDA Nvidia Information Technology 20.1% 1.5491
VST Vistra Corp. Utilities 20.0% 1.3397
IRM Iron Mountain Real Estate 20.0% 1.3483
CVNA Carvana Consumer Discretionary 20.0% 1.9469
HWM Howmet Aerospace Industrials 19.9% 1.3865
2024-09-23 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.1% 1.9728
VST Vistra Corp. Utilities 20.1% 1.3758
IRM Iron Mountain Real Estate 20.0% 1.3156
HWM Howmet Aerospace Industrials 19.9% 1.3834
NVDA Nvidia Information Technology 19.9% 1.5932
2024-09-16 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.1% 1.8454
VST Vistra Corp. Utilities 20.0% 1.3882
HWM Howmet Aerospace Industrials 19.9% 1.3895
IRM Iron Mountain Real Estate 19.9% 1.3445
NVDA Nvidia Information Technology 19.9% 1.4679
MMM Position closed
GDDY Position closed
2024-09-09 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
IRM Iron Mountain Real Estate 20.1% 1.3515
MMM 3M Industrials 20.0% 1.3778
VST Vistra Corp. Utilities 20.0% 1.3781
CVNA Carvana Consumer Discretionary 20.0% 1.7107
GDDY GoDaddy Information Technology 20.0% 1.4233
NVDA Position closed
2024-09-03 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.1% 1.8627
VST Vistra Corp. Utilities 20.1% 1.4215
MMM 3M Industrials 20.0% 1.3598
IRM Iron Mountain Real Estate 20.0% 1.3601
NVDA Nvidia Information Technology 19.9% 1.3752
TPL Position closed
COIN Position closed
2024-08-26 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.1% 1.8220
VST Vistra Corp. Utilities 20.0% 1.3956
TPL Texas Pacific Land Corporation Energy 19.9% 1.2951
NVDA Nvidia Information Technology 19.9% 1.4746
COIN Coinbase Financials 19.9% 1.6259
VRT Position closed
2024-08-19 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NVDA Nvidia Information Technology 20.1% 1.6726
CVNA Carvana Consumer Discretionary 20.0% 2.0025
VRT Vertiv Industrials 20.0% 1.3497
VST Vistra Corp. Utilities 20.0% 1.5207
COIN Coinbase Financials 19.9% 1.5982
HOOD Position closed
2024-08-12 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
VST Vistra Corp. Utilities 20.0% 1.8451
HOOD Robinhood Markets Financials 20.0% 1.5602
CVNA Carvana Consumer Discretionary 20.0% 2.0010
VRT Vertiv Industrials 20.0% 1.4954
NVDA Nvidia Information Technology 19.9% 1.8137
LLY Position closed
2024-08-05 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.1% 2.0050
VST Vistra Corp. Utilities 20.0% 1.9548
HOOD Robinhood Markets Financials 20.0% 1.5549
NVDA Nvidia Information Technology 19.9% 1.8756
LLY Lilly (Eli) Health Care 19.9% 1.3137
VRT Position closed
2024-07-29 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.1% 2.3078
VRT Vertiv Industrials 20.0% 1.7931
HOOD Robinhood Markets Financials 20.0% 1.5459
VST Vistra Corp. Utilities 20.0% 1.9208
NVDA Nvidia Information Technology 19.9% 1.8832
COIN Position closed
SMCI Position closed
2024-07-22 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
COIN Coinbase Financials 20.1% 1.5193
VRT Vertiv Industrials 20.1% 1.9452
SMCI Supermicro Information Technology 20.0% 2.1196
VST Vistra Corp. Utilities 20.0% 2.0155
CVNA Carvana Consumer Discretionary 19.9% 1.8208
NVDA Position closed
2024-07-15 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
COIN Coinbase Financials 20.1% 1.6124
CVNA Carvana Consumer Discretionary 20.0% 1.8707
VST Vistra Corp. Utilities 20.0% 2.1435
VRT Vertiv Industrials 20.0% 1.8955
NVDA Nvidia Information Technology 19.9% 1.9017
SMCI Position closed
2024-07-08 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
VRT Vertiv Industrials 20.1% 2.0938
VST Vistra Corp. Utilities 20.0% 2.1247
CVNA Carvana Consumer Discretionary 20.0% 2.1996
SMCI Supermicro Information Technology 20.0% 2.0470
COIN Coinbase Financials 20.0% 1.7101
2024-07-01 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
COIN Coinbase Financials 20.2% 1.6441
CVNA Carvana Consumer Discretionary 20.0% 2.0711
VRT Vertiv Industrials 20.0% 2.3470
VST Vistra Corp. Utilities 20.0% 2.5228
SMCI Supermicro Information Technology 20.0% 2.2570
2024-06-24 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
VRT Vertiv Industrials 20.0% 2.2389
CVNA Carvana Consumer Discretionary 20.0% 2.3567
VST Vistra Corp. Utilities 20.0% 2.3105
SMCI Supermicro Information Technology 20.0% 2.3999
COIN Coinbase Financials 19.9% 1.8125
2024-06-17 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
SMCI Supermicro Information Technology 20.1% 2.5377
CVNA Carvana Consumer Discretionary 20.0% 2.7865
VRT Vertiv Industrials 20.0% 2.4311
VST Vistra Corp. Utilities 19.9% 2.4234
COIN Coinbase Financials 19.9% 1.8954
2024-06-10 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
COIN Coinbase Financials 20.1% 1.8791
CVNA Carvana Consumer Discretionary 20.0% 3.4961
SMCI Supermicro Information Technology 20.0% 2.2877
VRT Vertiv Industrials 20.0% 2.4735
VST Vistra Corp. Utilities 19.9% 2.2640
2024-06-03 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
COIN Coinbase Financials 20.1% 1.8271
CVNA Carvana Consumer Discretionary 20.1% 3.1920
VRT Vertiv Industrials 20.1% 2.3992
SMCI Supermicro Information Technology 19.9% 2.0844
VST Vistra Corp. Utilities 19.9% 2.1088
2024-05-28 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
COIN Coinbase Financials 20.2% 2.1027
VRT Vertiv Industrials 20.0% 2.6557
SMCI Supermicro Information Technology 20.0% 2.5342
VST Vistra Corp. Utilities 20.0% 1.9844
CVNA Carvana Consumer Discretionary 20.0% 3.0585
2024-05-20 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
SMCI Supermicro Information Technology 20.0% 3.1671
COIN Coinbase Financials 20.0% 2.1204
VRT Vertiv Industrials 20.0% 2.4749
VST Vistra Corp. Utilities 20.0% 1.8408
CVNA Carvana Consumer Discretionary 20.0% 2.8118
2024-05-13 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
VRT Vertiv Industrials 20.0% 2.6050
VST Vistra Corp. Utilities 20.0% 1.9092
CVNA Carvana Consumer Discretionary 20.0% 2.8405
SMCI Supermicro Information Technology 20.0% 3.4319
COIN Coinbase Financials 20.0% 2.5995
2024-05-06 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.0% 4.6926
VST Vistra Corp. Utilities 20.0% 1.9290
SMCI Supermicro Information Technology 19.9% 3.6015
VRT Vertiv Industrials 19.9% 2.4563
COIN Coinbase Financials 19.9% 2.9257
2024-04-29 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
VRT Vertiv Industrials 20.1% 2.6303
VST Vistra Corp. Utilities 20.0% 1.8684
CVNA Carvana Consumer Discretionary 20.0% 4.6753
SMCI Supermicro Information Technology 20.0% 4.6537
COIN Coinbase Financials 19.8% 2.7922
2024-04-22 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
COIN Coinbase Financials 20.1% 2.7106
VST Vistra Corp. Utilities 20.1% 1.8405
CVNA Carvana Consumer Discretionary 20.0% 4.0674
VRT Vertiv Industrials 20.0% 2.7075
SMCI Supermicro Information Technology 19.9% 3.7625
2024-04-15 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
SMCI Supermicro Information Technology 20.1% 5.1023
VRT Vertiv Industrials 20.1% 2.5713
VST Vistra Corp. Utilities 20.0% 1.6911
CVNA Carvana Consumer Discretionary 20.0% 3.4680
COIN Coinbase Financials 19.8% 2.5235
2024-04-08 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
COIN Coinbase Financials 20.2% 2.4872
VRT Vertiv Industrials 20.0% 2.5117
SMCI Supermicro Information Technology 20.0% 5.0745
VST Vistra Corp. Utilities 20.0% 1.7474
CVNA Carvana Consumer Discretionary 19.9% 3.3415
META Position closed
2024-04-01 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
SMCI Supermicro Information Technology 20.1% 3.8627
CVNA Carvana Consumer Discretionary 20.0% 3.7192
VRT Vertiv Industrials 20.0% 2.2847
META Meta Platforms Communication Services 19.9% 1.5172
COIN Coinbase Financials 19.9% 2.0578
2024-03-25 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
COIN Coinbase Financials 20.2% 1.6137
CVNA Carvana Consumer Discretionary 20.0% 2.2941
SMCI Supermicro Information Technology 20.0% 4.4894
VRT Vertiv Industrials 19.9% 2.1450
META Meta Platforms Communication Services 19.7% 1.5299
2024-03-18 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
VRT Vertiv Industrials 20.0% 2.2386
CVNA Carvana Consumer Discretionary 20.0% 2.6980
SMCI Supermicro Information Technology 20.0% 4.5066
COIN Coinbase Financials 19.9% 1.6093
META Meta Platforms Communication Services 19.6% 1.5209
LLY Position closed
2024-03-11 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
SMCI Supermicro Information Technology 20.0% 3.3635
CVNA Carvana Consumer Discretionary 20.0% 2.1508
VRT Vertiv Industrials 20.0% 1.9231
META Meta Platforms Communication Services 19.7% 1.5947
LLY Lilly (Eli) Health Care 19.4% 1.3744
COIN Position closed
2024-03-04 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
COIN Coinbase Financials 20.0% 1.3608
SMCI Supermicro Information Technology 20.0% 2.6279
CVNA Carvana Consumer Discretionary 20.0% 1.9985
VRT Vertiv Industrials 20.0% 1.8345
META Meta Platforms Communication Services 19.8% 1.3995
2024-02-26 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
COIN Coinbase Financials 20.1% 1.3941
CVNA Carvana Consumer Discretionary 20.0% 1.8730
SMCI Supermicro Information Technology 20.0% 2.5259
VRT Vertiv Industrials 20.0% 1.7889
META Meta Platforms Communication Services 19.7% 1.3970
CRWD Position closed
2024-02-20 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
COIN Coinbase Financials 20.2% 1.4330
VRT Vertiv Industrials 20.0% 1.7852
CVNA Carvana Consumer Discretionary 20.0% 1.7240
CRWD CrowdStrike Information Technology 19.8% 1.7420
META Meta Platforms Communication Services 19.7% 1.3812
SMCI Position closed
2024-02-12 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
SMCI Supermicro Information Technology 20.1% 1.9530
COIN Coinbase Financials 20.0% 1.7125
CVNA Carvana Consumer Discretionary 20.0% 1.7452
VRT Vertiv Industrials 20.0% 1.7357
META Meta Platforms Communication Services 19.6% 1.3148
2024-02-05 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 20.5% 1.3457
VRT Vertiv Industrials 20.1% 1.6938
CVNA Carvana Consumer Discretionary 20.0% 1.7862
COIN Coinbase Financials 20.0% 1.7769
SMCI Supermicro Information Technology 20.0% 1.6451
APP Position closed
2024-01-29 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
VRT Vertiv Industrials 20.1% 2.0089
COIN Coinbase Financials 20.0% 2.1307
META Meta Platforms Communication Services 20.0% 1.4165
APP AppLovin Information Technology 20.0% 1.7450
CVNA Carvana Consumer Discretionary 19.9% 3.3143
2024-01-22 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
VRT Vertiv Industrials 20.0% 1.9197
META Meta Platforms Communication Services 20.0% 1.4209
CVNA Carvana Consumer Discretionary 20.0% 3.1237
APP AppLovin Information Technology 20.0% 1.8850
COIN Coinbase Financials 20.0% 1.9212
CRWD Position closed
2024-01-16 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 20.2% 1.4003
VRT Vertiv Industrials 20.1% 1.9972
CVNA Carvana Consumer Discretionary 20.0% 2.7954
CRWD CrowdStrike Information Technology 19.9% 1.7074
COIN Coinbase Financials 19.8% 1.8860
APP Position closed
2024-01-08 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 20.1% 1.3892
VRT Vertiv Industrials 20.0% 1.9491
CVNA Carvana Consumer Discretionary 20.0% 2.9934
APP AppLovin Information Technology 20.0% 1.7525
COIN Coinbase Financials 19.9% 2.2005
2024-01-02 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 20.3% 1.5341
APP AppLovin Information Technology 20.0% 2.0100
COIN Coinbase Financials 20.0% 2.2215
VRT Vertiv Industrials 20.0% 1.9129
CVNA Carvana Consumer Discretionary 20.0% 3.0562
2023-12-26 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
COIN Coinbase Financials 20.1% 1.9414
META Meta Platforms Communication Services 20.1% 1.5709
CVNA Carvana Consumer Discretionary 20.0% 2.8839
VRT Vertiv Industrials 20.0% 1.9556
APP AppLovin Information Technology 20.0% 1.9874
2023-12-18 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.1% 2.6753
APP AppLovin Information Technology 20.0% 2.0597
META Meta Platforms Communication Services 20.0% 1.5699
VRT Vertiv Industrials 20.0% 1.9927
COIN Coinbase Financials 19.9% 1.7318
2023-12-11 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
VRT Vertiv Industrials 20.1% 1.9083
APP AppLovin Information Technology 20.0% 2.0851
CVNA Carvana Consumer Discretionary 19.9% 3.6165
COIN Coinbase Financials 19.9% 1.5903
META Meta Platforms Communication Services 19.8% 1.6065
VST Position closed
2023-12-04 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.0% 1.9227
VRT Vertiv Industrials 20.0% 2.0507
VST Vistra Corp. Utilities 20.0% 1.3232
APP AppLovin Information Technology 20.0% 1.6672
META Meta Platforms Communication Services 19.6% 1.6174
SMCI Position closed
COIN Position closed
2023-11-27 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 14.1% 1.6299
SMCI Supermicro Information Technology 14.0% 1.7023
VRT Vertiv Industrials 14.0% 1.9525
CVNA Carvana Consumer Discretionary 14.0% 2.6803
COIN Coinbase Financials 13.9% 1.4061
LLY Position closed
2023-11-20 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 14.1% 2.5283
SMCI Supermicro Information Technology 14.0% 1.9293
VRT Vertiv Industrials 14.0% 2.0735
META Meta Platforms Communication Services 13.9% 1.6562
LLY Lilly (Eli) Health Care 13.1% 1.3366
2023-11-13 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 14.2% 1.7448
SMCI Supermicro Information Technology 14.0% 2.2413
VRT Vertiv Industrials 14.0% 2.2045
CVNA Carvana Consumer Discretionary 14.0% 2.7546
LLY Lilly (Eli) Health Care 13.1% 1.3279
APO Position closed
2023-11-06 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
VRT Vertiv Industrials 14.0% 2.0923
APO Apollo Global Management Financials 14.0% 1.3094
SMCI Supermicro Information Technology 14.0% 2.1069
CVNA Carvana Consumer Discretionary 14.0% 2.5581
META Meta Platforms Communication Services 13.7% 1.7844
2023-10-30 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 6.2% 1.4607
CVNA Carvana Consumer Discretionary 6.0% 3.3683
SMCI Supermicro Information Technology 6.0% 2.4624
VRT Vertiv Industrials 6.0% 2.1135
APO Apollo Global Management Financials 6.0% 1.3884
2023-10-23 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 14.5% 1.4465
CVNA Carvana Consumer Discretionary 14.0% 3.0856
SMCI Supermicro Information Technology 14.0% 2.2409
VRT Vertiv Industrials 14.0% 2.4395
APO Apollo Global Management Financials 13.9% 1.3925
LLY Position closed
2023-10-16 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
LLY Lilly (Eli) Health Care 14.4% 1.4152
META Meta Platforms Communication Services 14.1% 1.4342
SMCI Supermicro Information Technology 14.1% 2.5439
VRT Vertiv Industrials 14.1% 2.4591
CVNA Carvana Consumer Discretionary 14.0% 3.4575
2023-10-09 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 14.5% 1.3875
LLY Lilly (Eli) Health Care 14.3% 1.3984
VRT Vertiv Industrials 14.1% 2.5269
SMCI Supermicro Information Technology 14.0% 2.5152
CVNA Carvana Consumer Discretionary 13.9% 2.9291
2023-10-02 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
LLY Lilly (Eli) Health Care 14.7% 1.3348
META Meta Platforms Communication Services 14.2% 1.3512
VRT Vertiv Industrials 14.1% 2.4604
SMCI Supermicro Information Technology 14.0% 2.5566
CVNA Carvana Consumer Discretionary 14.0% 3.0050
2023-09-25 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
LLY Lilly (Eli) Health Care 20.4% 1.4423
META Meta Platforms Communication Services 20.3% 1.3684
VRT Vertiv Industrials 20.0% 2.2179
SMCI Supermicro Information Technology 20.0% 2.6613
CVNA Carvana Consumer Discretionary 20.0% 2.5530
2023-09-18 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 20.4% 1.3760
CVNA Carvana Consumer Discretionary 20.1% 2.5252
VRT Vertiv Industrials 20.1% 2.0609
SMCI Supermicro Information Technology 20.0% 2.4125
LLY Lilly (Eli) Health Care 20.0% 1.4494
2023-09-11 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.0% 2.5047
VRT Vertiv Industrials 20.0% 2.1098
SMCI Supermicro Information Technology 20.0% 2.4844
META Meta Platforms Communication Services 19.9% 1.4472
LLY Lilly (Eli) Health Care 19.1% 1.3873
COIN Position closed
2023-09-05 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.0% 3.0954
SMCI Supermicro Information Technology 20.0% 3.0140
COIN Coinbase Financials 20.0% 1.2487
VRT Vertiv Industrials 20.0% 2.0756
META Meta Platforms Communication Services 19.7% 1.4601
BLDR Position closed
2023-08-28 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.1% 2.9538
SMCI Supermicro Information Technology 20.0% 2.9871
COIN Coinbase Financials 19.9% 1.3319
BLDR Builders FirstSource Industrials 19.8% 1.5825
META Meta Platforms Communication Services 19.7% 1.5189
VRT Position closed
2023-08-21 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
VRT Vertiv Industrials 20.0% 1.6086
CVNA Carvana Consumer Discretionary 20.0% 2.7422
SMCI Supermicro Information Technology 20.0% 3.0137
META Meta Platforms Communication Services 20.0% 1.4741
COIN Coinbase Financials 19.9% 1.3265
2023-08-14 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
VRT Vertiv Industrials 20.0% 1.6624
CVNA Carvana Consumer Discretionary 20.0% 2.1092
SMCI Supermicro Information Technology 20.0% 3.1916
COIN Coinbase Financials 19.9% 1.4156
META Meta Platforms Communication Services 19.7% 1.5022
RCL Position closed
LLY Position closed
2023-08-07 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
VRT Vertiv Industrials 20.0% 1.6412
SMCI Supermicro Information Technology 20.0% 2.9937
RCL Royal Caribbean Group Consumer Discretionary 19.9% 1.7279
META Meta Platforms Communication Services 19.7% 1.4307
LLY Lilly (Eli) Health Care 19.7% 1.2639
CVNA Position closed
CAH Position closed
2023-07-31 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 20.4% 1.5271
SMCI Supermicro Information Technology 20.0% 3.1558
VRT Vertiv Industrials 20.0% 1.6956
CVNA Carvana Consumer Discretionary 20.0% 2.8233
CAH Cardinal Health Health Care 19.9% 1.2369
2023-07-24 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.0% 2.3325
VRT Vertiv Industrials 20.0% 1.7326
SMCI Supermicro Information Technology 20.0% 3.0895
CAH Cardinal Health Health Care 19.9% 1.2330
META Meta Platforms Communication Services 19.7% 1.5264
ARES Position closed
2023-07-17 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ARES Ares Management Financials 20.2% 1.2253
SMCI Supermicro Information Technology 20.0% 3.4821
META Meta Platforms Communication Services 20.0% 1.5261
VRT Vertiv Industrials 20.0% 1.7841
CVNA Carvana Consumer Discretionary 20.0% 2.4730
BLDR Position closed
RCL Position closed
2023-07-10 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
SMCI Supermicro Information Technology 19.9% 3.3720
META Meta Platforms Communication Services 19.9% 1.5599
BLDR Builders FirstSource Industrials 19.9% 1.6588
ARES Ares Management Financials 19.9% 1.2400
RCL Royal Caribbean Group Consumer Discretionary 19.8% 1.7975
CVNA Position closed
COIN Position closed
2023-07-03 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
SMCI Supermicro Information Technology 20.0% 3.2350
CVNA Carvana Consumer Discretionary 20.0% 1.7410
COIN Coinbase Financials 20.0% 1.3143
BLDR Builders FirstSource Industrials 20.0% 1.6730
META Meta Platforms Communication Services 19.8% 1.6381
RCL Position closed
ACGL Position closed
2023-06-26 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
RCL Royal Caribbean Group Consumer Discretionary 20.1% 1.5422
BLDR Builders FirstSource Industrials 20.0% 1.6579
SMCI Supermicro Information Technology 20.0% 2.2152
META Meta Platforms Communication Services 19.9% 1.5532
ACGL Arch Capital Group Financials 19.9% 1.2208
CAH Position closed
2023-06-20 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 20.3% 1.5020
BLDR Builders FirstSource Industrials 20.0% 1.7102
CAH Cardinal Health Health Care 20.0% 1.2689
SMCI Supermicro Information Technology 20.0% 2.0606
RCL Royal Caribbean Group Consumer Discretionary 19.9% 1.4816
CVNA Position closed
ACGL Position closed
2023-06-12 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
SMCI Supermicro Information Technology 20.0% 1.7743
BLDR Builders FirstSource Industrials 20.0% 1.6134
CVNA Carvana Consumer Discretionary 20.0% 1.8946
ACGL Arch Capital Group Financials 19.9% 1.3203
META Meta Platforms Communication Services 19.5% 1.4814
PHM Position closed
2023-06-05 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 20.3% 1.5452
SMCI Supermicro Information Technology 20.0% 1.8213
BLDR Builders FirstSource Industrials 20.0% 1.5453
PHM PulteGroup Consumer Discretionary 20.0% 1.4088
ACGL Arch Capital Group Financials 19.9% 1.3205
FSLR Position closed
LVS Position closed
AXON Position closed
2023-05-30 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 20.1% 1.7575
META Meta Platforms Communication Services 19.9% 1.5910
LVS Las Vegas Sands Consumer Discretionary 19.9% 1.4694
ACGL Arch Capital Group Financials 19.9% 1.2769
AXON Axon Enterprise Industrials 19.7% 1.4581
DECK Position closed
ALGN Position closed
TKO Position closed
2023-05-22 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 19.9% 1.5032
FSLR First Solar Information Technology 19.9% 1.9204
DECK Deckers Brands Consumer Discretionary 19.9% 1.5087
ALGN Align Technology Health Care 19.8% 1.3692
TKO TKO Group Holdings Communication Services 19.8% 1.4007
WYNN Position closed
META Position closed
2023-05-15 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 20.1% 1.9384
WYNN Wynn Resorts Consumer Discretionary 19.9% 1.4415
META Meta Platforms Communication Services 19.7% 1.4721
AXON Axon Enterprise Industrials 19.5% 1.6291
ALGN Align Technology Health Care 19.5% 1.4032
WST Position closed
2023-05-08 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 20.5% 1.5034
WYNN Wynn Resorts Consumer Discretionary 19.9% 1.4027
WST West Pharmaceutical Services Health Care 19.6% 1.2927
META Meta Platforms Communication Services 19.6% 1.4807
FSLR First Solar Information Technology 19.6% 1.7202
ACGL Position closed
2023-05-01 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 20.2% 1.3579
ACGL Arch Capital Group Financials 19.9% 1.2973
WYNN Wynn Resorts Consumer Discretionary 19.9% 1.5615
AXON Axon Enterprise Industrials 19.7% 1.5650
FSLR First Solar Information Technology 19.7% 1.9892
CRH Position closed
SMCI Position closed
2023-04-24 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 20.5% 1.5989
WYNN Wynn Resorts Consumer Discretionary 20.3% 1.5224
CRH CRH plc Materials 20.1% 1.3329
SMCI Supermicro Information Technology 20.0% 2.1229
META Meta Platforms Communication Services 19.8% 1.3087
2023-04-17 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 20.1% 1.5853
SMCI Supermicro Information Technology 20.0% 1.9537
META Meta Platforms Communication Services 19.9% 1.2936
CRH CRH plc Materials 19.9% 1.3147
WYNN Wynn Resorts Consumer Discretionary 19.8% 1.4929
ACGL Position closed
STLD Position closed
2023-04-10 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 20.2% 1.6189
ACGL Arch Capital Group Financials 20.0% 1.3953
SMCI Supermicro Information Technology 20.0% 2.0386
WYNN Wynn Resorts Consumer Discretionary 19.9% 1.4485
STLD Steel Dynamics Materials 19.9% 1.5985
2023-04-03 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
SMCI Supermicro Information Technology 20.0% 1.9355
AXON Axon Enterprise Industrials 20.0% 1.6378
ACGL Arch Capital Group Financials 20.0% 1.4155
STLD Steel Dynamics Materials 19.9% 1.6515
WYNN Wynn Resorts Consumer Discretionary 19.9% 1.5329
2023-03-27 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
SMCI Supermicro Information Technology 14.0% 1.7699
ACGL Arch Capital Group Financials 14.0% 1.4005
STLD Steel Dynamics Materials 13.9% 1.4317
WYNN Wynn Resorts Consumer Discretionary 13.8% 1.4778
AXON Axon Enterprise Industrials 13.5% 1.4706
MPC Position closed
2023-03-20 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
WYNN Wynn Resorts Consumer Discretionary 14.0% 1.4459
SMCI Supermicro Information Technology 14.0% 1.5681
STLD Steel Dynamics Materials 13.9% 1.5175
MPC Marathon Petroleum Energy 13.7% 1.4072
AXON Axon Enterprise Industrials 13.5% 1.4606
TKO Position closed
URI Position closed
2023-03-13 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
SMCI Supermicro Information Technology 14.0% 1.4772
STLD Steel Dynamics Materials 13.9% 1.4868
WYNN Wynn Resorts Consumer Discretionary 13.9% 1.4209
TKO TKO Group Holdings Communication Services 13.8% 1.3527
URI United Rentals Industrials 13.6% 1.4158
FSLR Position closed
SLB Position closed
2023-03-06 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
STLD Steel Dynamics Materials 14.3% 1.5180
FSLR First Solar Information Technology 14.1% 1.7481
WYNN Wynn Resorts Consumer Discretionary 14.0% 1.3969
SLB Schlumberger Energy 14.0% 1.3564
URI United Rentals Industrials 13.6% 1.4242
AXON Position closed
MPC Position closed
2023-02-27 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 20.3% 1.7727
AXON Axon Enterprise Industrials 20.0% 1.4630
STLD Steel Dynamics Materials 20.0% 1.4750
WYNN Wynn Resorts Consumer Discretionary 19.8% 1.3778
MPC Marathon Petroleum Energy 19.7% 1.3995
TKO Position closed
SLB Position closed
2023-02-21 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TKO TKO Group Holdings Communication Services 20.2% 1.4571
STLD Steel Dynamics Materials 20.1% 1.5064
SLB Schlumberger Energy 20.0% 1.5064
WYNN Wynn Resorts Consumer Discretionary 20.0% 1.3998
FSLR First Solar Information Technology 19.7% 1.7862
GILD Position closed
2023-02-13 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
TKO TKO Group Holdings Communication Services 20.0% 1.4573
GILD Gilead Sciences Health Care 20.0% 1.4240
SLB Schlumberger Energy 20.0% 1.4749
FSLR First Solar Information Technology 19.8% 1.8282
STLD Steel Dynamics Materials 19.7% 1.5544
ACGL Position closed
CAH Position closed
TPL Position closed
2023-02-06 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
ACGL Arch Capital Group Financials 19.9% 1.4257
STLD Steel Dynamics Materials 19.9% 1.5070
CAH Cardinal Health Health Care 19.9% 1.4378
FSLR First Solar Information Technology 19.6% 1.6601
TPL Texas Pacific Land Corporation Energy 19.6% 1.5249
SMCI Position closed
CEG Position closed
ERIE Position closed
2023-01-30 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
STLD Steel Dynamics Materials 14.3% 1.6187
SMCI Supermicro Information Technology 14.0% 1.8050
CEG Constellation Energy Utilities 13.9% 1.6220
TPL Texas Pacific Land Corporation Energy 13.7% 1.8275
ERIE Erie Indemnity Financials 13.4% 1.5320
AXON Position closed
FSLR Position closed
2023-01-23 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 14.3% 1.5102
STLD Steel Dynamics Materials 14.1% 1.6188
CEG Constellation Energy Utilities 14.0% 1.7867
FSLR First Solar Information Technology 13.8% 1.9940
TPL Texas Pacific Land Corporation Energy 13.6% 1.8491
SMCI Position closed
CAH Position closed
2023-01-17 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 14.1% 1.4688
STLD Steel Dynamics Materials 14.1% 1.6547
SMCI Supermicro Information Technology 14.0% 2.0002
CAH Cardinal Health Health Care 13.9% 1.4333
TPL Texas Pacific Land Corporation Energy 13.6% 1.7391
2023-01-09 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 14.3% 1.4763
STLD Steel Dynamics Materials 14.1% 1.6637
CAH Cardinal Health Health Care 13.9% 1.4935
SMCI Supermicro Information Technology 13.9% 1.9537
TPL Texas Pacific Land Corporation Energy 13.6% 1.7445
2023-01-03 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 14.3% 1.5601
CAH Cardinal Health Health Care 14.0% 1.4728
SMCI Supermicro Information Technology 14.0% 2.0340
STLD Steel Dynamics Materials 13.9% 1.5963
TPL Texas Pacific Land Corporation Energy 13.4% 1.8089
2022-12-27 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CAH Cardinal Health Health Care 14.1% 1.4786
STLD Steel Dynamics Materials 14.0% 1.6166
SMCI Supermicro Information Technology 14.0% 2.0706
TPL Texas Pacific Land Corporation Energy 13.9% 1.8599
AXON Axon Enterprise Industrials 13.7% 1.6034
FSLR Position closed
2022-12-19 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 14.1% 1.8675
CAH Cardinal Health Health Care 14.1% 1.4687
TPL Texas Pacific Land Corporation Energy 13.8% 1.9014
STLD Steel Dynamics Materials 13.7% 1.4907
AXON Axon Enterprise Industrials 13.7% 1.7482
ERIE Position closed
2022-12-12 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CAH Cardinal Health Health Care 14.2% 1.6858
TPL Texas Pacific Land Corporation Energy 14.1% 1.9242
FSLR First Solar Information Technology 14.0% 1.8931
ERIE Erie Indemnity Financials 14.0% 1.5629
AXON Axon Enterprise Industrials 13.9% 1.6166
TKO Position closed
2022-12-05 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TKO TKO Group Holdings Communication Services 13.9% 1.4748
FSLR First Solar Information Technology 13.9% 1.7980
TPL Texas Pacific Land Corporation Energy 13.8% 1.7538
CAH Cardinal Health Health Care 13.8% 1.5916
ERIE Erie Indemnity Financials 13.8% 1.5747
OXY Position closed
STLD Position closed
2022-11-28 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 6.2% 1.6115
TKO TKO Group Holdings Communication Services 6.1% 1.4469
CAH Cardinal Health Health Care 5.9% 1.5209
OXY Occidental Petroleum Energy 5.9% 1.6734
STLD Steel Dynamics Materials 5.8% 1.4424
NOC Position closed
2022-11-21 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 6.2% 1.5642
TKO TKO Group Holdings Communication Services 6.2% 1.4835
OXY Occidental Petroleum Energy 6.0% 1.7461
CAH Cardinal Health Health Care 5.9% 1.4993
NOC Northrop Grumman Industrials 5.3% 1.4480
CF Position closed
VRTX Position closed
TPL Position closed
2022-11-14 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 6.2% 1.6565
CF CF Industries Materials 6.2% 1.5000
TKO TKO Group Holdings Communication Services 5.9% 1.4683
VRTX Vertex Pharmaceuticals Health Care 5.8% 1.5036
TPL Texas Pacific Land Corporation Energy 5.3% 1.7473
OXY Position closed
PCG Position closed
CAH Position closed
2022-11-07 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 6.3% 1.6295
OXY Occidental Petroleum Energy 6.2% 1.7077
PCG PG&E Corporation Utilities 6.0% 1.4081
CF CF Industries Materials 5.9% 1.5536
CAH Cardinal Health Health Care 5.9% 1.4739
MCK Position closed
ERIE Position closed
2022-10-31 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 6.3% 1.6624
MCK McKesson Corporation Health Care 6.2% 1.5125
OXY Occidental Petroleum Energy 5.9% 1.5838
ERIE Erie Indemnity Financials 5.9% 1.4123
CF CF Industries Materials 5.8% 1.4927
EQT Position closed
PGR Position closed
2022-10-24 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MCK McKesson Corporation Health Care 6.1% 1.4704
EQT EQT Corporation Energy 6.0% 1.6845
PGR Progressive Corporation Financials 5.9% 1.3468
FSLR First Solar Information Technology 5.8% 1.8080
CF CF Industries Materials 5.8% 1.4930
SMCI Position closed
ALB Position closed
2022-10-17 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MCK McKesson Corporation Health Care 6.8% 1.3932
SMCI Supermicro Information Technology 6.0% 1.8901
EQT EQT Corporation Energy 6.0% 1.7592
ALB Albemarle Corporation Materials 5.9% 1.4441
PGR Progressive Corporation Financials 5.8% 1.3533
GPC Position closed
2022-10-10 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MCK McKesson Corporation Health Care 6.6% 1.4963
EQT EQT Corporation Energy 6.1% 1.7603
SMCI Supermicro Information Technology 6.0% 1.8665
ALB Albemarle Corporation Materials 5.9% 1.4648
GPC Genuine Parts Company Consumer Discretionary 5.8% 1.3532
CF Position closed
2022-10-03 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MCK McKesson Corporation Health Care 6.6% 1.5129
CF CF Industries Materials 6.2% 1.4628
EQT EQT Corporation Energy 6.1% 1.8639
SMCI Supermicro Information Technology 6.0% 1.8483
GPC Genuine Parts Company Consumer Discretionary 5.8% 1.3431
FIX Position closed
2022-09-26 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
MCK McKesson Corporation Health Care 6.7% 1.4535
SMCI Supermicro Information Technology 6.0% 1.8004
FIX Comfort Systems USA Industrials 6.0% 1.3240
EQT EQT Corporation Energy 5.9% 1.9998
CF CF Industries Materials 5.9% 1.5750
2022-09-19 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MCK McKesson Corporation Health Care 6.6% 1.4134
CF CF Industries Materials 6.1% 1.4876
SMCI Supermicro Information Technology 6.0% 1.6700
EQT EQT Corporation Energy 5.9% 1.8734
FIX Comfort Systems USA Industrials 5.9% 1.3404
TKO Position closed
2022-09-12 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
MCK McKesson Corporation Health Care 6.8% 1.4430
EQT EQT Corporation Energy 6.1% 1.6875
TKO TKO Group Holdings Communication Services 6.1% 1.3065
SMCI Supermicro Information Technology 6.0% 1.5691
CF CF Industries Materials 5.8% 1.5407
2022-09-06 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MCK McKesson Corporation Health Care 6.8% 1.3808
SMCI Supermicro Information Technology 6.0% 1.4456
TKO TKO Group Holdings Communication Services 6.0% 1.2848
EQT EQT Corporation Energy 5.9% 1.6554
CF CF Industries Materials 5.8% 1.5307
PWR Position closed
2022-08-29 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MCK McKesson Corporation Health Care 6.7% 1.4394
CF CF Industries Materials 6.2% 1.5598
EQT EQT Corporation Energy 6.0% 1.9739
SMCI Supermicro Information Technology 6.0% 1.4103
PWR Quanta Services Industrials 5.8% 1.4184
DLTR Position closed
2022-08-22 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 14.0% 1.4547
EQT EQT Corporation Energy 14.0% 2.0563
SMCI Supermicro Information Technology 14.0% 1.3927
DLTR Dollar Tree Consumer Staples 13.8% 1.5048
MCK McKesson Corporation Health Care 13.5% 1.4045
PWR Position closed
2022-08-15 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 14.1% 1.4138
EQT EQT Corporation Energy 13.9% 1.8323
DLTR Dollar Tree Consumer Staples 13.9% 1.5278
PWR Quanta Services Industrials 13.8% 1.4225
MCK McKesson Corporation Health Care 13.8% 1.5030
OXY Position closed
2022-08-08 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 14.2% 1.5006
OXY Occidental Petroleum Energy 14.0% 1.8898
DLTR Dollar Tree Consumer Staples 13.9% 1.5291
PWR Quanta Services Industrials 13.6% 1.4458
MCK McKesson Corporation Health Care 13.3% 1.4549
EQT Position closed
WRB Position closed
2022-08-01 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
DLTR Dollar Tree Consumer Staples 14.0% 1.4404
EQT EQT Corporation Energy 14.0% 1.9103
WRB W. R. Berkley Corporation Financials 13.9% 1.4069
CF CF Industries Materials 13.9% 1.5584
MCK McKesson Corporation Health Care 13.2% 1.5116
OXY Position closed
2022-07-25 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MCK McKesson Corporation Health Care 6.5% 1.4928
CF CF Industries Materials 6.1% 1.6859
OXY Occidental Petroleum Energy 6.0% 1.8671
WRB W. R. Berkley Corporation Financials 5.9% 1.3977
DLTR Dollar Tree Consumer Staples 5.7% 1.4610
TKO Position closed
DVN Position closed
2022-07-18 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
MCK McKesson Corporation Health Care 6.4% 1.5429
TKO TKO Group Holdings Communication Services 5.9% 1.4514
CF CF Industries Materials 5.9% 1.7310
DVN Devon Energy Energy 5.9% 2.2124
DLTR Dollar Tree Consumer Staples 5.8% 1.4801
EQT Position closed
WRB Position closed
VST Position closed
2022-07-11 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MCK McKesson Corporation Health Care 6.4% 1.4811
CF CF Industries Materials 6.1% 1.5313
EQT EQT Corporation Energy 6.1% 2.2457
WRB W. R. Berkley Corporation Financials 6.0% 1.4238
VST Vistra Corp. Utilities 6.0% 1.4043
EXC Position closed
2022-07-05 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MCK McKesson Corporation Health Care 6.4% 1.5063
EXC Exelon Utilities 6.0% 1.4285
WRB W. R. Berkley Corporation Financials 6.0% 1.4136
CF CF Industries Materials 6.0% 1.5536
EQT EQT Corporation Energy 6.0% 2.2843
ADM Position closed
2022-06-27 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
MCK McKesson Corporation Health Care 6.4% 1.6235
EXC Exelon Utilities 6.1% 1.5183
EQT EQT Corporation Energy 6.0% 2.1891
ADM Archer Daniels Midland Consumer Staples 6.0% 1.4718
CF CF Industries Materials 5.9% 1.6874
SMCI Position closed
MOS Position closed
OXY Position closed
2022-06-21 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MCK McKesson Corporation Health Care 6.0% 1.5980
SMCI Supermicro Information Technology 6.0% 1.5027
EXC Exelon Utilities 6.0% 1.4562
MOS Mosaic Company (The) Materials 6.0% 1.8382
OXY Occidental Petroleum Energy 5.9% 2.2441
CF Position closed
DLTR Position closed
2022-06-13 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
MCK McKesson Corporation Health Care 6.0% 1.6329
EXC Exelon Utilities 5.9% 1.4323
OXY Occidental Petroleum Energy 5.9% 2.0106
CF CF Industries Materials 5.9% 1.7120
DLTR Dollar Tree Consumer Staples 5.7% 1.3906
EQT Position closed
SMCI Position closed
MOS Position closed
2022-06-06 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
EQT EQT Corporation Energy 6.0% 2.0808
SMCI Supermicro Information Technology 6.0% 1.4294
MOS Mosaic Company (The) Materials 5.9% 1.7422
DLTR Dollar Tree Consumer Staples 5.8% 1.3653
MCK McKesson Corporation Health Care 5.2% 1.4620
VST Position closed
ADM Position closed
2022-05-31 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
VST Vistra Corp. Utilities 6.1% 1.3656
MOS Mosaic Company (The) Materials 6.1% 1.7279
EQT EQT Corporation Energy 6.0% 1.9385
ADM Archer Daniels Midland Consumer Staples 5.8% 1.3952
MCK McKesson Corporation Health Care 5.3% 1.4844
OXY Position closed
KR Position closed
2022-05-23 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
VST Vistra Corp. Utilities 6.0% 1.3722
OXY Occidental Petroleum Energy 6.0% 1.9699
MOS Mosaic Company (The) Materials 6.0% 1.8149
KR Kroger Consumer Staples 5.9% 1.4447
MCK McKesson Corporation Health Care 5.3% 1.4713
EQT Position closed
SRE Position closed
DLTR Position closed
2022-05-16 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
MOS Mosaic Company (The) Materials 6.1% 1.9221
EQT EQT Corporation Energy 6.0% 1.9148
SRE Sempra Utilities 5.9% 1.3182
DLTR Dollar Tree Consumer Staples 5.8% 1.4336
MCK McKesson Corporation Health Care 5.3% 1.4541
KR Position closed
EXC Position closed
ABBV Position closed
2022-05-09 BEAR 5 positions
4 new 4 exited
Ticker Company Sector Weight RSL Score
KR Kroger Consumer Staples 6.0% 1.4157
EXC Exelon Utilities 6.0% 1.3580
EQT EQT Corporation Energy 6.0% 1.7942
MOS Mosaic Company (The) Materials 5.9% 1.7565
ABBV AbbVie Health Care 5.9% 1.3993
CF Position closed
DVN Position closed
ANET Position closed
MCK Position closed
2022-05-02 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 6.2% 1.7114
DVN Devon Energy Energy 6.1% 1.7703
ANET Arista Networks Information Technology 5.9% 1.3665
KR Kroger Consumer Staples 5.9% 1.3764
MCK McKesson Corporation Health Care 5.9% 1.4016
2022-04-25 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
KR Kroger Consumer Staples 6.1% 1.3861
CF CF Industries Materials 6.0% 1.8197
DVN Devon Energy Energy 6.0% 1.9834
ANET Arista Networks Information Technology 6.0% 1.3652
MCK McKesson Corporation Health Care 5.2% 1.3905
OXY Position closed
ON Position closed
ABBV Position closed
2022-04-18 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 14.2% 1.5858
OXY Occidental Petroleum Energy 14.1% 1.8111
KR Kroger Consumer Staples 13.9% 1.3737
ON ON Semiconductor Information Technology 13.9% 1.2868
ABBV AbbVie Health Care 13.7% 1.3941
ANET Position closed
MCK Position closed
2022-04-11 SIDEWAYS 5 positions
4 new 4 exited
Ticker Company Sector Weight RSL Score
KR Kroger Consumer Staples 14.1% 1.4393
OXY Occidental Petroleum Energy 14.0% 1.9986
ANET Arista Networks Information Technology 13.9% 1.3055
CF CF Industries Materials 13.9% 1.7775
MCK McKesson Corporation Health Care 13.4% 1.3778
PANW Position closed
DVN Position closed
MOS Position closed
ABBV Position closed
2022-04-04 SIDEWAYS 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
PANW Palo Alto Networks Information Technology 14.0% 1.3087
KR Kroger Consumer Staples 13.9% 1.3922
DVN Devon Energy Energy 13.9% 1.8997
MOS Mosaic Company (The) Materials 13.9% 1.5583
ABBV AbbVie Health Care 13.7% 1.3453
CF Position closed
DDOG Position closed
DLTR Position closed
2022-03-28 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 6.1% 1.4526
DVN Devon Energy Energy 5.9% 1.7954
ABBV AbbVie Health Care 5.7% 1.3358
DDOG Datadog Information Technology 5.7% 1.3296
DLTR Dollar Tree Consumer Staples 5.6% 1.3194
ANET Position closed
LYV Position closed
2022-03-21 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 6.1% 1.3811
ANET Arista Networks Information Technology 6.1% 1.4072
DVN Devon Energy Energy 6.0% 1.8250
LYV Live Nation Entertainment Communication Services 6.0% 1.2833
ABBV AbbVie Health Care 5.7% 1.2826
WFC Position closed
MCK Position closed
2022-03-14 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 6.1% 1.3873
ANET Arista Networks Information Technology 6.1% 1.3770
WFC Wells Fargo Financials 6.0% 1.2690
DVN Devon Energy Energy 5.9% 1.7154
MCK McKesson Corporation Health Care 5.5% 1.2850
CVS Position closed
AZO Position closed
2022-03-07 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 6.1% 1.4210
CVS CVS Health Health Care 6.1% 1.2591
DVN Devon Energy Energy 6.0% 1.7060
ANET Arista Networks Information Technology 6.0% 1.3305
AZO AutoZone Consumer Discretionary 5.2% 1.2998
F Position closed
2022-02-28 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ANET Arista Networks Information Technology 14.0% 1.2830
F Ford Motor Company Consumer Discretionary 14.0% 1.4184
CVS CVS Health Health Care 13.9% 1.3073
DVN Devon Energy Energy 13.9% 1.8452
CF CF Industries Materials 13.8% 1.3683
BLDR Position closed
2022-02-22 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 6.2% 1.3209
DVN Devon Energy Energy 6.0% 1.8005
F Ford Motor Company Consumer Discretionary 6.0% 1.5290
ANET Arista Networks Information Technology 5.9% 1.2605
CF CF Industries Materials 5.8% 1.2394
EXR Position closed
ON Position closed
2022-02-14 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 14.1% 1.4234
DVN Devon Energy Energy 14.1% 1.7505
F Ford Motor Company Consumer Discretionary 14.0% 1.6077
EXR Extra Space Storage Real Estate 13.9% 1.2580
ON ON Semiconductor Information Technology 13.9% 1.3197
NUE Position closed
2022-02-07 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 14.2% 1.5201
ON ON Semiconductor Information Technology 14.1% 1.3407
DVN Devon Energy Energy 14.1% 1.7408
F Ford Motor Company Consumer Discretionary 14.0% 1.5416
NUE Nucor Materials 14.0% 1.3932
CF Position closed
2022-01-31 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
DVN Devon Energy Energy 20.1% 1.6766
F Ford Motor Company Consumer Discretionary 20.0% 1.3589
ON ON Semiconductor Information Technology 20.0% 1.5289
BLDR Builders FirstSource Industrials 20.0% 1.6419
CF CF Industries Materials 19.9% 1.3722
PFE Position closed
2022-01-24 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
DVN Devon Energy Energy 20.1% 1.5938
PFE Pfizer Health Care 20.1% 1.3607
ON ON Semiconductor Information Technology 20.0% 1.5102
F Ford Motor Company Consumer Discretionary 20.0% 1.3175
BLDR Builders FirstSource Industrials 19.9% 1.5069
NVDA Position closed
2022-01-18 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
DVN Devon Energy Energy 20.1% 1.4397
F Ford Motor Company Consumer Discretionary 20.0% 1.4275
NVDA Nvidia Information Technology 20.0% 1.5702
PFE Pfizer Health Care 20.0% 1.3361
BLDR Builders FirstSource Industrials 19.8% 1.5510
BX Position closed
2022-01-10 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
DVN Devon Energy Energy 20.1% 1.5810
F Ford Motor Company Consumer Discretionary 20.0% 1.4354
NVDA Nvidia Information Technology 19.9% 1.6076
BX Blackstone Inc. Financials 19.9% 1.4011
BLDR Builders FirstSource Industrials 19.8% 1.5084
2022-01-03 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
DVN Devon Energy Energy 20.1% 1.5875
F Ford Motor Company Consumer Discretionary 20.0% 1.4849
NVDA Nvidia Information Technology 20.0% 1.6477
BLDR Builders FirstSource Industrials 20.0% 1.4376
BX Blackstone Inc. Financials 19.9% 1.4713
ALB Position closed
2021-12-27 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
BX Blackstone Inc. Financials 20.3% 1.4534
NVDA Nvidia Information Technology 20.0% 1.6115
DVN Devon Energy Energy 20.0% 1.6374
F Ford Motor Company Consumer Discretionary 20.0% 1.4493
ALB Albemarle Corporation Materials 19.5% 1.3912
2021-12-20 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
DVN Devon Energy Energy 20.0% 1.6384
NVDA Nvidia Information Technology 20.0% 1.4929
F Ford Motor Company Consumer Discretionary 20.0% 1.4482
BX Blackstone Inc. Financials 19.9% 1.4419
ALB Albemarle Corporation Materials 19.6% 1.4515
BLDR Position closed
DDOG Position closed
TSLA Position closed
2021-12-13 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DVN Devon Energy Energy 20.0% 1.6200
BLDR Builders FirstSource Industrials 19.9% 1.3796
BX Blackstone Inc. Financials 19.9% 1.4287
DDOG Datadog Information Technology 19.6% 1.5505
TSLA Tesla, Inc. Consumer Discretionary 19.2% 1.4402
FTNT Position closed
MRNA Position closed
2021-12-06 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.3% 1.6834
BX Blackstone Inc. Financials 20.1% 1.4996
DVN Devon Energy Energy 20.1% 1.6437
FTNT Fortinet Information Technology 19.9% 1.4958
MRNA Moderna Health Care 19.7% 1.3696
2021-11-29 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.1% 1.7589
DVN Devon Energy Energy 19.9% 1.6508
FTNT Fortinet Information Technology 19.9% 1.5278
BX Blackstone Inc. Financials 19.8% 1.4570
TSLA Tesla, Inc. Consumer Discretionary 19.8% 1.4694
GNRC Position closed
2021-11-22 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
BX Blackstone Inc. Financials 20.1% 1.4513
FTNT Fortinet Information Technology 20.0% 1.6212
DVN Devon Energy Energy 20.0% 1.7790
MRNA Moderna Health Care 19.5% 1.9587
GNRC Generac Industrials 19.2% 1.4294
MOS Position closed
TSLA Position closed
2021-11-15 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
BX Blackstone Inc. Financials 20.0% 1.4194
DVN Devon Energy Energy 20.0% 1.9621
MOS Mosaic Company (The) Materials 20.0% 1.4025
FTNT Fortinet Information Technology 19.9% 1.5953
TSLA Tesla, Inc. Consumer Discretionary 19.2% 1.3771
MGM Position closed
CF Position closed
2021-11-08 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
BX Blackstone Inc. Financials 20.3% 1.3236
DVN Devon Energy Energy 20.0% 2.0489
MGM MGM Resorts Consumer Discretionary 20.0% 1.2815
CF CF Industries Materials 20.0% 1.3802
FTNT Fortinet Information Technology 19.8% 1.5461
ALB Position closed
IT Position closed
MRNA Position closed
2021-11-01 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
ALB Albemarle Corporation Materials 20.0% 1.4077
DVN Devon Energy Energy 19.9% 2.1300
BX Blackstone Inc. Financials 19.9% 1.3981
IT Gartner Information Technology 19.7% 1.5694
MRNA Moderna Health Care 19.4% 2.5163
2021-10-25 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
BX Blackstone Inc. Financials 14.2% 1.4818
MRNA Moderna Health Care 14.1% 3.0164
DVN Devon Energy Energy 14.0% 1.8778
IT Gartner Information Technology 13.9% 1.6023
ALB Albemarle Corporation Materials 13.8% 1.4508
2021-10-18 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
BX Blackstone Inc. Financials 14.1% 1.6452
ALB Albemarle Corporation Materials 14.0% 1.5203
IT Gartner Information Technology 14.0% 1.5610
MRNA Moderna Health Care 13.9% 2.9101
DVN Devon Energy Energy 13.9% 1.7268
2021-10-11 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ALB Albemarle Corporation Materials 14.4% 1.5903
BX Blackstone Inc. Financials 14.2% 1.5787
IT Gartner Information Technology 14.0% 1.5725
DVN Devon Energy Energy 14.0% 1.4759
MRNA Moderna Health Care 13.3% 3.3165
FTNT Position closed
TRGP Position closed
2021-10-04 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ALB Albemarle Corporation Materials 14.5% 1.6264
MRNA Moderna Health Care 14.3% 2.9140
FTNT Fortinet Information Technology 14.1% 1.5394
BX Blackstone Inc. Financials 14.1% 1.5739
TRGP Targa Resources Energy 13.9% 1.5854
DVN Position closed
2021-09-27 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DVN Devon Energy Energy 20.0% 1.5308
FTNT Fortinet Information Technology 19.9% 1.5504
BX Blackstone Inc. Financials 19.8% 1.4845
ALB Albemarle Corporation Materials 19.7% 1.5890
MRNA Moderna Health Care 19.1% 3.0030
NUE Position closed
TRGP Position closed
2021-09-20 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.5% 3.0030
FTNT Fortinet Information Technology 20.1% 1.5583
BX Blackstone Inc. Financials 20.0% 1.4116
NUE Nucor Materials 19.9% 1.5799
TRGP Targa Resources Energy 19.9% 1.4031
DVN Position closed
2021-09-13 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.7% 3.1490
BX Blackstone Inc. Financials 20.1% 1.4355
DVN Devon Energy Energy 20.0% 1.4954
FTNT Fortinet Information Technology 19.9% 1.5341
NUE Nucor Materials 19.8% 1.6221
ALB Position closed
AXON Position closed
2021-09-07 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.8% 3.3401
BX Blackstone Inc. Financials 20.2% 1.4928
FTNT Fortinet Information Technology 19.9% 1.6097
ALB Albemarle Corporation Materials 19.8% 1.4816
AXON Axon Enterprise Industrials 19.7% 1.4108
TPL Position closed
NUE Position closed
2021-08-30 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BX Blackstone Inc. Financials 20.3% 1.4979
FTNT Fortinet Information Technology 20.1% 1.4201
TPL Texas Pacific Land Corporation Energy 20.0% 1.4614
NUE Nucor Materials 19.8% 1.4725
MRNA Moderna Health Care 19.5% 2.6003
GNRC Position closed
2021-08-23 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 21.1% 2.4706
GNRC Generac Industrials 20.2% 1.4612
FTNT Fortinet Information Technology 20.1% 1.4093
BX Blackstone Inc. Financials 19.8% 1.4334
TPL Texas Pacific Land Corporation Energy 19.7% 1.4557
NUE Position closed
COF Position closed
2021-08-16 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
GNRC Generac Industrials 20.1% 1.4802
NUE Nucor Materials 20.0% 1.4119
FTNT Fortinet Information Technology 19.9% 1.3930
COF Capital One Financials 19.8% 1.3718
MRNA Moderna Health Care 19.3% 1.9143
DVN Position closed
CRWD Position closed
2021-08-09 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.4% 1.6650
DVN Devon Energy Energy 20.0% 1.5024
NUE Nucor Materials 20.0% 1.4657
GNRC Generac Industrials 19.7% 1.5416
CRWD CrowdStrike Information Technology 19.6% 1.4001
TPR Position closed
2021-08-02 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NUE Nucor Materials 20.2% 1.5690
MRNA Moderna Health Care 20.1% 1.5754
TPR Tapestry, Inc. Consumer Discretionary 20.0% 1.5464
DVN Devon Energy Energy 20.0% 1.7166
GNRC Generac Industrials 19.9% 1.6230
TPL Position closed
2021-07-26 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NUE Nucor Materials 20.1% 1.5439
TPR Tapestry, Inc. Consumer Discretionary 20.1% 1.4820
TPL Texas Pacific Land Corporation Energy 19.8% 1.7350
GNRC Generac Industrials 19.6% 1.6109
MRNA Moderna Health Care 19.4% 1.6246
IVZ Position closed
2021-07-19 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
TPR Tapestry, Inc. Consumer Discretionary 20.0% 1.4938
IVZ Invesco Financials 20.0% 1.5117
NUE Nucor Materials 19.8% 1.5873
TPL Texas Pacific Land Corporation Energy 19.6% 1.6221
GNRC Generac Industrials 19.0% 1.5307
MRNA Position closed
DVN Position closed
F Position closed
2021-07-12 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.6% 1.9172
DVN Devon Energy Energy 20.1% 1.7467
IVZ Invesco Financials 20.1% 1.6015
F Ford Motor Company Consumer Discretionary 20.0% 1.5982
NUE Nucor Materials 19.9% 1.7477
FCX Position closed
2021-07-06 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.5% 1.8895
F Ford Motor Company Consumer Discretionary 20.0% 1.6347
FCX Freeport-McMoRan Materials 20.0% 1.8033
IVZ Invesco Financials 20.0% 1.6271
DVN Devon Energy Energy 20.0% 1.8012
TPL Position closed
TPR Position closed
COF Position closed
2021-06-28 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FCX Freeport-McMoRan Materials 20.1% 1.8278
TPL Texas Pacific Land Corporation Energy 20.0% 1.6050
TPR Tapestry, Inc. Consumer Discretionary 19.9% 1.6516
COF Capital One Financials 19.6% 1.4833
MRNA Moderna Health Care 19.5% 1.5010
GNRC Position closed
2021-06-21 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TPL Texas Pacific Land Corporation Energy 20.2% 1.6236
FCX Freeport-McMoRan Materials 20.0% 1.8852
TPR Tapestry, Inc. Consumer Discretionary 20.0% 1.6078
COF Capital One Financials 19.7% 1.4917
GNRC Generac Industrials 19.6% 1.4353
DE Position closed
IVZ Position closed
2021-06-14 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DE Deere & Company Industrials 20.0% 1.4155
IVZ Invesco Financials 20.0% 1.5039
FCX Freeport-McMoRan Materials 19.9% 2.0109
TPL Texas Pacific Land Corporation Energy 19.9% 1.9511
TPR Tapestry, Inc. Consumer Discretionary 19.9% 1.5947
TSLA Position closed
GNRC Position closed
2021-06-07 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
IVZ Invesco Financials 20.1% 1.6220
FCX Freeport-McMoRan Materials 20.0% 1.9319
TSLA Tesla, Inc. Consumer Discretionary 19.9% 1.6724
TPL Texas Pacific Land Corporation Energy 19.7% 2.0183
GNRC Generac Industrials 19.2% 1.5152
MRNA Position closed
TPR Position closed
2021-06-01 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.5% 1.5223
FCX Freeport-McMoRan Materials 20.1% 1.8741
IVZ Invesco Financials 19.9% 1.7105
TPR Tapestry, Inc. Consumer Discretionary 19.9% 1.6990
TPL Texas Pacific Land Corporation Energy 19.7% 1.9013
TSLA Position closed
2021-05-24 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FCX Freeport-McMoRan Materials 20.0% 1.7546
IVZ Invesco Financials 20.0% 1.7071
MRNA Moderna Health Care 20.0% 1.5133
TPL Texas Pacific Land Corporation Energy 19.7% 1.8319
TSLA Tesla, Inc. Consumer Discretionary 19.6% 1.8143
TPR Position closed
DE Position closed
2021-05-17 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FCX Freeport-McMoRan Materials 20.1% 2.0262
IVZ Invesco Financials 20.1% 1.8151
TPR Tapestry, Inc. Consumer Discretionary 19.9% 1.7852
TPL Texas Pacific Land Corporation Energy 19.7% 2.0677
DE Deere & Company Industrials 19.0% 1.5338
AMAT Position closed
TSLA Position closed
2021-05-10 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TPL Texas Pacific Land Corporation Energy 20.3% 2.3429
IVZ Invesco Financials 20.1% 1.7818
FCX Freeport-McMoRan Materials 20.0% 1.8231
AMAT Applied Materials Information Technology 19.7% 1.7163
TSLA Tesla, Inc. Consumer Discretionary 19.7% 1.7953
2021-05-03 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TPL Texas Pacific Land Corporation Energy 20.5% 2.3390
FCX Freeport-McMoRan Materials 20.0% 1.8650
IVZ Invesco Financials 20.0% 1.6946
AMAT Applied Materials Information Technology 19.9% 1.7758
TSLA Tesla, Inc. Consumer Discretionary 19.8% 1.8125
PSKY Position closed
2021-04-26 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
FCX Freeport-McMoRan Materials 20.1% 1.8857
IVZ Invesco Financials 20.0% 1.7147
PSKY Paramount Skydance Corporation Communication Services 19.9% 2.4049
TPL Texas Pacific Land Corporation Energy 19.7% 2.3524
TSLA Tesla, Inc. Consumer Discretionary 19.6% 1.8148
MRNA Position closed
TPR Position closed
WBD Position closed
2021-04-19 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.3% 1.8256
FCX Freeport-McMoRan Materials 20.1% 2.1692
TPR Tapestry, Inc. Consumer Discretionary 20.0% 1.9029
WBD Warner Bros. Discovery Communication Services 20.0% 2.5458
TPL Texas Pacific Land Corporation Energy 19.8% 2.6023
TSLA Position closed
PSKY Position closed
2021-04-12 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.4% 1.8718
TSLA Tesla, Inc. Consumer Discretionary 20.4% 2.2259
PSKY Paramount Skydance Corporation Communication Services 20.0% 2.8183
FCX Freeport-McMoRan Materials 20.0% 2.0234
TPL Texas Pacific Land Corporation Energy 19.8% 2.1579
TRGP Position closed
2021-04-05 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.7% 2.2743
MRNA Moderna Health Care 20.1% 1.9229
FCX Freeport-McMoRan Materials 20.0% 2.3414
TRGP Targa Resources Energy 20.0% 2.3656
PSKY Paramount Skydance Corporation Communication Services 19.9% 2.6290
2021-03-29 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.3% 2.2948
FCX Freeport-McMoRan Materials 20.0% 2.3320
PSKY Paramount Skydance Corporation Communication Services 20.0% 2.2271
TRGP Targa Resources Energy 20.0% 2.0723
TSLA Tesla, Inc. Consumer Discretionary 19.8% 2.3716
XYZ Position closed
CVNA Position closed
2021-03-22 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.1% 2.4121
PSKY Paramount Skydance Corporation Communication Services 20.0% 2.1817
FCX Freeport-McMoRan Materials 20.0% 2.2716
XYZ Block, Inc. Financials 19.5% 2.3475
CVNA Carvana Consumer Discretionary 19.3% 2.9540
TSLA Position closed
CRWD Position closed
2021-03-15 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.1% 3.0836
TSLA Tesla, Inc. Consumer Discretionary 20.0% 2.6165
FCX Freeport-McMoRan Materials 20.0% 1.9238
CRWD CrowdStrike Information Technology 19.5% 2.2701
XYZ Block, Inc. Financials 19.4% 1.9614
PSKY Position closed
2021-03-08 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PSKY Paramount Skydance Corporation Communication Services 20.2% 1.7250
TSLA Tesla, Inc. Consumer Discretionary 20.0% 2.6745
FCX Freeport-McMoRan Materials 20.0% 1.7524
MRNA Moderna Health Care 19.9% 2.8412
CRWD CrowdStrike Information Technology 19.6% 1.9998
AXON Position closed
2021-03-01 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.1% 2.8521
MRNA Moderna Health Care 20.0% 2.8203
PSKY Paramount Skydance Corporation Communication Services 20.0% 1.8114
CRWD CrowdStrike Information Technology 19.9% 1.9106
AXON Axon Enterprise Industrials 19.9% 1.6591
FCX Position closed
TTD Position closed
2021-02-22 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FCX Freeport-McMoRan Materials 20.1% 1.8400
TTD Trade Desk (The) Communication Services 20.0% 1.6329
MRNA Moderna Health Care 19.8% 2.9910
CRWD CrowdStrike Information Technology 19.6% 2.1904
TSLA Tesla, Inc. Consumer Discretionary 19.5% 2.6650
XYZ Position closed
2021-02-16 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.6% 1.7311
CRWD CrowdStrike Information Technology 20.5% 2.2509
FCX Freeport-McMoRan Materials 20.1% 1.8845
TSLA Tesla, Inc. Consumer Discretionary 19.8% 3.0263
MRNA Moderna Health Care 19.8% 2.9816
2021-02-08 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.4% 2.7374
XYZ Block, Inc. Financials 20.3% 1.7141
FCX Freeport-McMoRan Materials 20.0% 1.8711
TSLA Tesla, Inc. Consumer Discretionary 19.6% 2.8624
CRWD CrowdStrike Information Technology 19.5% 2.0547
TTD Position closed
2021-02-01 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.2% 2.5425
XYZ Block, Inc. Financials 20.2% 1.7060
TTD Trade Desk (The) Communication Services 20.0% 1.8561
CRWD CrowdStrike Information Technology 19.6% 1.9787
TSLA Tesla, Inc. Consumer Discretionary 19.5% 2.7086
2021-01-25 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.6% 2.8640
MRNA Moderna Health Care 20.3% 3.1044
CRWD CrowdStrike Information Technology 20.0% 2.1450
TTD Trade Desk (The) Communication Services 19.9% 2.1489
XYZ Block, Inc. Financials 19.9% 2.0102
2021-01-19 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.4% 2.9682
MRNA Moderna Health Care 20.2% 3.1610
TTD Trade Desk (The) Communication Services 19.8% 2.1388
CRWD CrowdStrike Information Technology 19.8% 1.7493
XYZ Block, Inc. Financials 19.6% 1.8837
2021-01-11 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.7% 3.1288
CRWD CrowdStrike Information Technology 20.4% 1.7743
MRNA Moderna Health Care 19.9% 4.2789
TTD Trade Desk (The) Communication Services 19.8% 1.9998
XYZ Block, Inc. Financials 19.8% 1.7929
2021-01-04 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.6% 3.2036
XYZ Block, Inc. Financials 20.1% 1.8598
MRNA Moderna Health Care 19.9% 3.5275
TTD Trade Desk (The) Communication Services 19.9% 2.0564
CRWD CrowdStrike Information Technology 19.4% 1.6187
2020-12-28 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.6% 3.2376
XYZ Block, Inc. Financials 20.1% 1.9035
TTD Trade Desk (The) Communication Services 20.0% 2.0329
CRWD CrowdStrike Information Technology 19.8% 1.6622
MRNA Moderna Health Care 19.7% 2.3728
FDX Position closed
2020-12-21 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.2% 1.7890
TTD Trade Desk (The) Communication Services 20.1% 1.9593
TSLA Tesla, Inc. Consumer Discretionary 19.9% 2.9609
FDX FedEx Industrials 19.9% 1.5931
MRNA Moderna Health Care 19.7% 2.1876
GNRC Position closed
2020-12-14 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
GNRC Generac Industrials 20.3% 1.6761
XYZ Block, Inc. Financials 20.1% 1.8387
TTD Trade Desk (The) Communication Services 20.0% 2.0133
TSLA Tesla, Inc. Consumer Discretionary 19.9% 2.7239
MRNA Moderna Health Care 19.7% 2.0930
2020-12-07 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TTD Trade Desk (The) Communication Services 20.0% 1.8349
MRNA Moderna Health Care 19.9% 1.7725
XYZ Block, Inc. Financials 19.9% 1.7994
GNRC Generac Industrials 19.6% 1.7491
TSLA Tesla, Inc. Consumer Discretionary 19.5% 3.0637
2020-11-30 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 14.3% 3.1158
MRNA Moderna Health Care 14.2% 1.7228
TTD Trade Desk (The) Communication Services 13.9% 1.7873
GNRC Generac Industrials 13.8% 1.7624
XYZ Block, Inc. Financials 13.5% 1.8318
CRWD Position closed
2020-11-23 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 14.6% 1.8435
TSLA Tesla, Inc. Consumer Discretionary 14.5% 3.0118
TTD Trade Desk (The) Communication Services 14.3% 1.8019
CRWD CrowdStrike Information Technology 14.2% 1.6569
MRNA Moderna Health Care 13.9% 1.7773
2020-11-16 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 14.1% 1.8409
TTD Trade Desk (The) Communication Services 13.9% 1.7915
CRWD CrowdStrike Information Technology 13.9% 1.8205
TSLA Tesla, Inc. Consumer Discretionary 13.9% 3.1899
XYZ Block, Inc. Financials 13.9% 2.0440
DDOG Position closed
2020-11-09 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 14.5% 2.0238
MRNA Moderna Health Care 14.2% 1.8968
TTD Trade Desk (The) Communication Services 14.1% 1.9524
DDOG Datadog Information Technology 13.9% 1.9588
TSLA Tesla, Inc. Consumer Discretionary 13.5% 3.2044
2020-11-02 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 14.4% 3.5478
XYZ Block, Inc. Financials 14.2% 2.0341
MRNA Moderna Health Care 14.2% 1.9729
DDOG Datadog Information Technology 14.1% 1.9688
TTD Trade Desk (The) Communication Services 14.0% 1.7758
2020-10-26 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.2% 1.9326
TSLA Tesla, Inc. Consumer Discretionary 20.2% 3.2304
TTD Trade Desk (The) Communication Services 20.0% 1.6006
DDOG Datadog Information Technology 19.9% 1.8367
XYZ Block, Inc. Financials 19.4% 1.9316
GNRC Position closed
2020-10-19 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.4% 1.7760
TSLA Tesla, Inc. Consumer Discretionary 20.2% 3.7410
DDOG Datadog Information Technology 20.0% 1.7287
MRNA Moderna Health Care 19.9% 2.0712
GNRC Generac Industrials 19.9% 1.6035
BLDR Position closed
NVDA Position closed
2020-10-12 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.1% 1.7494
BLDR Builders FirstSource Industrials 20.0% 1.5787
TSLA Tesla, Inc. Consumer Discretionary 20.0% 3.5271
NVDA Nvidia Information Technology 20.0% 1.7056
MRNA Moderna Health Care 19.9% 1.9950
TTD Position closed
2020-10-05 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.5% 2.0675
TTD Trade Desk (The) Communication Services 20.2% 1.9028
NVDA Nvidia Information Technology 20.0% 1.8616
MRNA Moderna Health Care 19.9% 1.9578
TSLA Tesla, Inc. Consumer Discretionary 19.6% 4.3357
AMD Position closed
2020-09-28 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.4% 1.8999
MRNA Moderna Health Care 20.1% 2.2005
TTD Trade Desk (The) Communication Services 20.0% 1.6835
TSLA Tesla, Inc. Consumer Discretionary 20.0% 4.3146
AMD Advanced Micro Devices Information Technology 19.9% 1.7666
NVDA Position closed
2020-09-21 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 20.1% 2.0499
TTD Trade Desk (The) Communication Services 20.1% 1.6821
TSLA Tesla, Inc. Consumer Discretionary 20.0% 3.9505
NVDA Nvidia Information Technology 20.0% 1.7800
XYZ Block, Inc. Financials 19.6% 2.1982
AMD Position closed
2020-09-14 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.3% 3.2093
MRNA Moderna Health Care 20.1% 2.5818
TTD Trade Desk (The) Communication Services 19.9% 1.6770
XYZ Block, Inc. Financials 19.8% 1.8572
AMD Advanced Micro Devices Information Technology 19.7% 1.7789
2020-09-08 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.3% 1.9342
AMD Advanced Micro Devices Information Technology 20.1% 1.9126
MRNA Moderna Health Care 20.0% 2.7074
TTD Trade Desk (The) Communication Services 19.9% 1.6747
TSLA Tesla, Inc. Consumer Discretionary 19.5% 3.1764
EQT Position closed
2020-08-31 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.1% 3.2237
EQT EQT Corporation Energy 20.0% 1.5585
AMD Advanced Micro Devices Information Technology 19.9% 1.7353
XYZ Block, Inc. Financials 19.9% 1.6080
MRNA Moderna Health Care 19.9% 2.8594
NVDA Position closed
2020-08-24 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.5% 3.2548
XYZ Block, Inc. Financials 20.1% 1.5397
NVDA Nvidia Information Technology 20.0% 1.5784
EQT EQT Corporation Energy 20.0% 1.6494
MRNA Moderna Health Care 19.8% 3.5028
2020-08-17 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.3% 1.5316
TSLA Tesla, Inc. Consumer Discretionary 20.2% 3.3176
NVDA Nvidia Information Technology 20.0% 1.6808
EQT EQT Corporation Energy 20.0% 1.5482
MRNA Moderna Health Care 19.9% 4.0327
2020-08-10 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.2% 1.7061
NVDA Nvidia Information Technology 20.0% 1.8650
EQT EQT Corporation Energy 20.0% 1.6011
TSLA Tesla, Inc. Consumer Discretionary 19.9% 3.0489
MRNA Moderna Health Care 19.9% 3.0016
TTD Position closed
2020-08-03 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NVDA Nvidia Information Technology 20.0% 1.7230
TTD Trade Desk (The) Communication Services 19.9% 1.5311
MRNA Moderna Health Care 19.8% 3.0656
XYZ Block, Inc. Financials 19.7% 1.5199
TSLA Tesla, Inc. Consumer Discretionary 19.6% 2.6278
PYPL Position closed
2020-07-27 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 14.2% 3.2363
PYPL PayPal Financials 14.1% 1.4326
NVDA Nvidia Information Technology 14.0% 1.6509
TTD Trade Desk (The) Communication Services 14.0% 1.4891
TSLA Tesla, Inc. Consumer Discretionary 13.6% 2.4566
2020-07-20 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 14.3% 3.0502
TSLA Tesla, Inc. Consumer Discretionary 14.2% 2.4107
TTD Trade Desk (The) Communication Services 14.1% 1.4827
NVDA Nvidia Information Technology 13.9% 1.6374
PYPL PayPal Financials 13.9% 1.3879
AXON Position closed
2020-07-13 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 14.1% 2.6465
MRNA Moderna Health Care 14.0% 3.0857
NVDA Nvidia Information Technology 14.0% 1.6699
TTD Trade Desk (The) Communication Services 13.9% 1.3943
AXON Axon Enterprise Industrials 13.6% 1.4310
CRWD Position closed
XYZ Position closed
2020-07-06 SIDEWAYS 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 14.2% 2.4811
MRNA Moderna Health Care 13.9% 2.9431
TTD Trade Desk (The) Communication Services 13.9% 1.4764
CRWD CrowdStrike Information Technology 13.5% 1.6514
XYZ Block, Inc. Financials 13.5% 1.4091
NEM Position closed
NVDA Position closed
ODFL Position closed
2020-06-29 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 14.2% 2.3193
NEM Newmont Materials 14.1% 1.3661
NVDA Nvidia Information Technology 14.0% 1.5741
MRNA Moderna Health Care 13.7% 2.8562
ODFL Old Dominion Industrials 13.7% 1.3924
PYPL Position closed
2020-06-22 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NEM Newmont Materials 14.2% 1.6008
NVDA Nvidia Information Technology 14.0% 1.7998
TSLA Tesla, Inc. Consumer Discretionary 13.9% 2.5201
MRNA Moderna Health Care 13.9% 3.8347
PYPL PayPal Financials 13.5% 1.3659
NFLX Position closed
2020-06-15 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MRNA Moderna Health Care 14.2% 3.6942
NEM Newmont Materials 14.1% 1.7169
TSLA Tesla, Inc. Consumer Discretionary 14.1% 2.6390
NVDA Nvidia Information Technology 14.0% 1.6822
NFLX Netflix Communication Services 13.8% 1.4077
EQT Position closed
GEN Position closed
2020-06-08 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 14.1% 2.6141
EQT EQT Corporation Energy 14.0% 1.4963
GEN Gen Digital Information Technology 14.0% 1.6278
NEM Newmont Materials 14.0% 1.6176
MRNA Moderna Health Care 13.8% 2.3655
NVDA Position closed
2020-06-01 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
EQT EQT Corporation Energy 14.0% 1.5392
NVDA Nvidia Information Technology 14.0% 1.5632
MRNA Moderna Health Care 14.0% 2.1202
NEM Newmont Materials 13.8% 1.6924
TSLA Tesla, Inc. Consumer Discretionary 13.8% 2.7208
AMD Position closed
2020-05-26 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 6.0% 2.3774
EQT EQT Corporation Energy 6.0% 1.5027
AMD Advanced Micro Devices Information Technology 5.9% 1.6632
MRNA Moderna Health Care 5.8% 2.5381
NEM Newmont Materials 5.7% 1.7716
2020-05-18 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 6.2% 2.3776
NEM Newmont Materials 6.0% 1.8198
EQT EQT Corporation Energy 6.0% 1.4892
AMD Advanced Micro Devices Information Technology 5.9% 1.6936
MRNA Moderna Health Care 5.8% 2.2292
DXCM Position closed
SBAC Position closed
2020-05-11 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 6.5% 1.8607
TSLA Tesla, Inc. Consumer Discretionary 6.1% 1.7801
AMD Advanced Micro Devices Information Technology 5.8% 1.5412
NEM Newmont Materials 5.7% 1.5602
SBAC SBA Communications Real Estate 5.7% 1.4579
GEN Position closed
KR Position closed
2020-05-04 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 6.0% 2.0027
GEN Gen Digital Information Technology 6.0% 1.6463
KR Kroger Consumer Staples 5.9% 1.4724
TSLA Tesla, Inc. Consumer Discretionary 5.9% 1.7884
NEM Newmont Materials 5.8% 1.5570
AMD Position closed
ODFL Position closed
2020-04-27 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 6.2% 1.6327
TSLA Tesla, Inc. Consumer Discretionary 6.2% 2.2181
ODFL Old Dominion Industrials 5.8% 1.4093
NEM Newmont Materials 5.8% 1.5746
DXCM Dexcom Health Care 5.7% 1.9469
MRNA Position closed
KR Position closed
WEC Position closed
2020-04-20 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 6.3% 1.4915
TSLA Tesla, Inc. Consumer Discretionary 6.3% 1.4849
MRNA Moderna Health Care 6.0% 2.1818
KR Kroger Consumer Staples 5.9% 1.6771
WEC WEC Energy Group Utilities 5.8% 1.5269
DXCM Position closed
GNRC Position closed
SBAC Position closed
2020-04-13 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 6.1% 2.3211
DXCM Dexcom Health Care 5.9% 1.7769
GNRC Generac Industrials 5.9% 1.5047
AMD Advanced Micro Devices Information Technology 5.8% 1.5516
SBAC SBA Communications Real Estate 5.7% 1.3215
NEM Position closed
LITE Position closed
2020-04-06 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 6.2% 2.5105
DXCM Dexcom Health Care 6.0% 1.8488
NEM Newmont Materials 5.9% 1.3366
LITE Lumentum Information Technology 5.8% 1.4475
GNRC Generac Industrials 5.7% 1.6019
AMD Position closed
MSCI Position closed
2020-03-30 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 6.2% 1.8750
TSLA Tesla, Inc. Consumer Discretionary 6.2% 2.3332
AMD Advanced Micro Devices Information Technology 6.1% 1.4212
GNRC Generac Industrials 5.7% 1.4770
MSCI MSCI Inc. Financials 4.6% 1.3390
NEM Position closed
NFLX Position closed
2020-03-23 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 6.1% 1.6378
AMD Advanced Micro Devices Information Technology 6.1% 1.5875
NEM Newmont Materials 5.9% 1.1342
TSLA Tesla, Inc. Consumer Discretionary 5.9% 2.7880
NFLX Netflix Communication Services 5.9% 1.0586
GNRC Position closed
SBAC Position closed
2020-03-16 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 5.9% 1.3394
TSLA Tesla, Inc. Consumer Discretionary 5.8% 2.3658
AMD Advanced Micro Devices Information Technology 5.8% 1.6235
GNRC Generac Industrials 5.6% 1.3663
SBAC SBA Communications Real Estate 5.5% 1.1535
PODD Position closed
ARES Position closed
2020-03-09 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PODD Insulet Corporation Health Care 6.6% 1.2734
GNRC Generac Industrials 6.1% 1.2818
AMD Advanced Micro Devices Information Technology 5.9% 1.4938
ARES Ares Management Financials 5.9% 1.2543
TSLA Tesla, Inc. Consumer Discretionary 5.8% 2.4019
APO Position closed
2020-03-02 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
PODD Insulet Corporation Health Care 6.7% 1.3213
GNRC Generac Industrials 6.3% 1.3909
APO Apollo Global Management Financials 6.1% 1.3050
TSLA Tesla, Inc. Consumer Discretionary 6.0% 1.8993
AMD Advanced Micro Devices Information Technology 6.0% 1.4242
2020-02-24 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PODD Insulet Corporation Health Care 20.4% 1.3271
TSLA Tesla, Inc. Consumer Discretionary 20.3% 1.8355
APO Apollo Global Management Financials 20.0% 1.3377
GNRC Generac Industrials 20.0% 1.2893
AMD Advanced Micro Devices Information Technology 19.8% 1.4774
BLDR Position closed
2020-02-18 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.1% 1.6675
AMD Advanced Micro Devices Information Technology 20.0% 1.4683
BLDR Builders FirstSource Industrials 20.0% 1.3301
APO Apollo Global Management Financials 19.9% 1.3121
PODD Insulet Corporation Health Care 19.9% 1.3046
TGT Position closed
DXCM Position closed
GNRC Position closed
2020-02-10 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.2% 1.4225
TGT Target Corporation Consumer Staples 20.1% 1.3065
TSLA Tesla, Inc. Consumer Discretionary 19.9% 1.5531
DXCM Dexcom Health Care 19.8% 1.3643
GNRC Generac Industrials 19.5% 1.3169
PODD Position closed
CVNA Position closed
BLDR Position closed
2020-02-03 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
PODD Insulet Corporation Health Care 20.7% 1.3882
TGT Target Corporation Consumer Staples 20.2% 1.3739
CVNA Carvana Consumer Discretionary 20.2% 1.5081
BLDR Builders FirstSource Industrials 19.9% 1.3698
AMD Advanced Micro Devices Information Technology 19.9% 1.4241
2020-01-27 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TGT Target Corporation Consumer Staples 20.4% 1.3450
CVNA Carvana Consumer Discretionary 20.3% 1.5232
PODD Insulet Corporation Health Care 20.1% 1.4103
BLDR Builders FirstSource Industrials 19.9% 1.3434
AMD Advanced Micro Devices Information Technology 19.8% 1.4508
LRCX Position closed
2020-01-21 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
PODD Insulet Corporation Health Care 20.8% 1.4639
BLDR Builders FirstSource Industrials 20.1% 1.4218
LRCX Lam Research Information Technology 20.1% 1.4312
TGT Target Corporation Consumer Staples 19.9% 1.3569
CVNA Carvana Consumer Discretionary 19.9% 1.6438
2020-01-13 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 20.1% 1.4558
LRCX Lam Research Information Technology 20.0% 1.3530
CVNA Carvana Consumer Discretionary 19.8% 1.6017
PODD Insulet Corporation Health Care 19.7% 1.5191
TGT Target Corporation Consumer Staples 19.7% 1.3653
AMD Position closed
2020-01-06 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.0% 1.4135
BLDR Builders FirstSource Industrials 20.0% 1.4606
TGT Target Corporation Consumer Staples 20.0% 1.3509
CVNA Carvana Consumer Discretionary 19.6% 1.6867
PODD Insulet Corporation Health Care 19.3% 1.5534
TTD Position closed
2019-12-30 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 20.0% 1.5054
CVNA Carvana Consumer Discretionary 19.9% 1.6410
TTD Trade Desk (The) Communication Services 19.9% 1.3944
AMD Advanced Micro Devices Information Technology 19.9% 1.4039
PODD Insulet Corporation Health Care 19.2% 1.4938
TGT Position closed
2019-12-23 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 20.0% 1.5498
CVNA Carvana Consumer Discretionary 20.0% 1.6039
TGT Target Corporation Consumer Staples 19.8% 1.4136
AMD Advanced Micro Devices Information Technology 19.8% 1.4712
PODD Insulet Corporation Health Care 19.3% 1.5202
APO Position closed
KLAC Position closed
2019-12-16 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
APO Apollo Global Management Financials 20.1% 1.2810
CVNA Carvana Consumer Discretionary 20.0% 1.3216
BLDR Builders FirstSource Industrials 19.9% 1.5525
KLAC KLA Corporation Information Technology 19.8% 1.4630
PODD Insulet Corporation Health Care 19.7% 1.5110
LRCX Position closed
2019-12-09 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
LRCX Lam Research Information Technology 20.0% 1.4134
PODD Insulet Corporation Health Care 20.0% 1.3676
BLDR Builders FirstSource Industrials 19.9% 1.4868
APO Apollo Global Management Financials 19.9% 1.2545
CVNA Carvana Consumer Discretionary 19.8% 1.3290
GNRC Position closed
BX Position closed
2019-12-02 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.4% 1.2880
PODD Insulet Corporation Health Care 20.2% 1.2498
GNRC Generac Industrials 20.0% 1.3803
LRCX Lam Research Information Technology 20.0% 1.4716
BX Blackstone Inc. Financials 19.8% 1.2454
KLAC Position closed
BLDR Position closed
DG Position closed
2019-11-25 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
KLAC KLA Corporation Information Technology 20.0% 1.4452
CVNA Carvana Consumer Discretionary 20.0% 1.2844
PODD Insulet Corporation Health Care 19.9% 1.3142
BLDR Builders FirstSource Industrials 19.9% 1.3851
DG Dollar General Consumer Staples 19.3% 1.2572
APO Position closed
TGT Position closed
2019-11-18 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
PODD Insulet Corporation Health Care 20.2% 1.4253
BLDR Builders FirstSource Industrials 19.9% 1.3916
APO Apollo Global Management Financials 19.8% 1.2336
TGT Target Corporation Consumer Staples 19.8% 1.3519
KLAC KLA Corporation Information Technology 19.1% 1.4150
CMG Position closed
GNRC Position closed
2019-11-11 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
PODD Insulet Corporation Health Care 20.6% 1.3953
CMG Chipotle Mexican Grill Consumer Discretionary 20.0% 1.2761
TGT Target Corporation Consumer Staples 19.9% 1.3608
GNRC Generac Industrials 19.5% 1.3684
KLAC KLA Corporation Information Technology 19.1% 1.3955
2019-11-04 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CMG Chipotle Mexican Grill Consumer Discretionary 20.0% 1.2750
KLAC KLA Corporation Information Technology 19.9% 1.3768
TGT Target Corporation Consumer Staples 19.9% 1.3151
GNRC Generac Industrials 19.8% 1.2750
PODD Insulet Corporation Health Care 19.8% 1.5248
BLDR Position closed
MLM Position closed
2019-10-28 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CMG Chipotle Mexican Grill Consumer Discretionary 20.0% 1.3350
KLAC KLA Corporation Information Technology 20.0% 1.3984
PODD Insulet Corporation Health Care 19.9% 1.6837
BLDR Builders FirstSource Industrials 19.9% 1.4034
MLM Martin Marietta Materials Materials 19.7% 1.3288
TER Position closed
2019-10-21 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
CMG Chipotle Mexican Grill Consumer Discretionary 20.0% 1.3540
BLDR Builders FirstSource Industrials 20.0% 1.3995
TER Teradyne Information Technology 19.9% 1.3726
PODD Insulet Corporation Health Care 19.6% 1.5530
MLM Martin Marietta Materials Materials 19.3% 1.3139
BX Position closed
CVNA Position closed
GNRC Position closed
2019-10-14 BULL 5 positions
4 new 4 exited
Ticker Company Sector Weight RSL Score
BX Blackstone Inc. Financials 20.0% 1.3684
TER Teradyne Information Technology 19.9% 1.3770
PODD Insulet Corporation Health Care 19.8% 1.4173
CVNA Carvana Consumer Discretionary 19.8% 1.3214
GNRC Generac Industrials 19.7% 1.3305
HSY Position closed
CMG Position closed
BALL Position closed
SBAC Position closed
2019-10-07 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
HSY Hershey Company (The) Consumer Staples 20.8% 1.3716
CMG Chipotle Mexican Grill Consumer Discretionary 20.0% 1.3837
BALL Ball Corporation Materials 19.8% 1.3943
PODD Insulet Corporation Health Care 19.6% 1.5116
SBAC SBA Communications Real Estate 19.2% 1.3628
SBUX Position closed
2019-09-30 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PODD Insulet Corporation Health Care 20.1% 1.4236
HSY Hershey Company (The) Consumer Staples 20.1% 1.4120
BALL Ball Corporation Materials 19.6% 1.4447
SBUX Starbucks Consumer Discretionary 19.6% 1.4048
SBAC SBA Communications Real Estate 19.3% 1.3860
TTD Position closed
2019-09-23 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PODD Insulet Corporation Health Care 20.9% 1.4311
TTD Trade Desk (The) Communication Services 20.0% 1.3718
SBUX Starbucks Consumer Discretionary 19.8% 1.4082
BALL Ball Corporation Materials 19.8% 1.4430
HSY Hershey Company (The) Consumer Staples 19.6% 1.3712
SBAC Position closed
2019-09-16 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
BALL Ball Corporation Materials 20.0% 1.4520
SBUX Starbucks Consumer Discretionary 19.9% 1.4361
HSY Hershey Company (The) Consumer Staples 19.8% 1.3370
PODD Insulet Corporation Health Care 19.7% 1.3893
SBAC SBA Communications Real Estate 18.9% 1.3731
TTD Position closed
FICO Position closed
2019-09-09 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TTD Trade Desk (The) Communication Services 19.9% 1.3853
SBUX Starbucks Consumer Discretionary 19.9% 1.4324
FICO Fair Isaac Information Technology 19.9% 1.3416
BALL Ball Corporation Materials 19.8% 1.4243
PODD Insulet Corporation Health Care 19.3% 1.3792
HSY Position closed
2019-09-03 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
BALL Ball Corporation Materials 20.2% 1.3998
TTD Trade Desk (The) Communication Services 19.9% 1.4692
SBUX Starbucks Consumer Discretionary 19.6% 1.4142
HSY Hershey Company (The) Consumer Staples 19.4% 1.3098
FICO Fair Isaac Information Technology 19.1% 1.3706
AMD Position closed
CSGP Position closed
ERIE Position closed
2019-08-26 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BALL Ball Corporation Materials 20.1% 1.3339
TTD Trade Desk (The) Communication Services 20.0% 1.4267
AMD Advanced Micro Devices Information Technology 19.9% 1.3292
CSGP CoStar Group Real Estate 19.7% 1.3297
ERIE Erie Indemnity Financials 19.2% 1.5811
SBUX Position closed
2019-08-19 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BALL Ball Corporation Materials 20.1% 1.3312
AMD Advanced Micro Devices Information Technology 20.0% 1.3403
TTD Trade Desk (The) Communication Services 19.9% 1.4693
ERIE Erie Indemnity Financials 19.9% 1.6123
SBUX Starbucks Consumer Discretionary 19.6% 1.3241
CVNA Position closed
2019-08-12 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.3% 1.3998
TTD Trade Desk (The) Communication Services 20.0% 1.7668
BALL Ball Corporation Materials 20.0% 1.3070
AMD Advanced Micro Devices Information Technology 19.9% 1.3495
ERIE Erie Indemnity Financials 19.2% 1.6281
CDNS Position closed
2019-08-05 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
BALL Ball Corporation Materials 20.1% 1.3855
TTD Trade Desk (The) Communication Services 20.1% 1.6921
CVNA Carvana Consumer Discretionary 19.8% 1.3425
CDNS Cadence Design Systems Information Technology 19.6% 1.3597
ERIE Erie Indemnity Financials 19.2% 1.6354
PODD Position closed
AMD Position closed
2019-07-29 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
PODD Insulet Corporation Health Care 20.6% 1.3251
BALL Ball Corporation Materials 20.3% 1.3643
AMD Advanced Micro Devices Information Technology 20.1% 1.3900
TTD Trade Desk (The) Communication Services 20.1% 1.6726
ERIE Erie Indemnity Financials 19.5% 1.6885
2019-07-22 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BALL Ball Corporation Materials 20.3% 1.3499
TTD Trade Desk (The) Communication Services 20.1% 1.8604
PODD Insulet Corporation Health Care 19.9% 1.3908
AMD Advanced Micro Devices Information Technology 19.9% 1.4095
ERIE Erie Indemnity Financials 19.7% 1.7099
CVNA Position closed
2019-07-15 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.1% 1.5270
TTD Trade Desk (The) Communication Services 20.0% 1.8448
BALL Ball Corporation Materials 19.9% 1.3754
CVNA Carvana Consumer Discretionary 19.8% 1.3432
ERIE Erie Indemnity Financials 19.3% 1.7134
2019-07-08 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.0% 1.5013
TTD Trade Desk (The) Communication Services 20.0% 1.8693
CVNA Carvana Consumer Discretionary 20.0% 1.4040
BALL Ball Corporation Materials 19.9% 1.3797
ERIE Erie Indemnity Financials 19.6% 1.5856
IR Position closed
2019-07-01 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
IR Ingersoll Rand Industrials 20.0% 1.3344
AMD Advanced Micro Devices Information Technology 20.0% 1.4688
TTD Trade Desk (The) Communication Services 20.0% 1.6357
CVNA Carvana Consumer Discretionary 20.0% 1.3520
ERIE Erie Indemnity Financials 19.2% 1.4733
2019-06-24 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ERIE Erie Indemnity Financials 14.6% 1.4502
IR Ingersoll Rand Industrials 14.0% 1.3980
TTD Trade Desk (The) Communication Services 14.0% 1.5194
AMD Advanced Micro Devices Information Technology 13.9% 1.3326
CVNA Carvana Consumer Discretionary 13.8% 1.5429
QCOM Position closed
2019-06-17 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 14.3% 1.5514
ERIE Erie Indemnity Financials 14.1% 1.4397
TTD Trade Desk (The) Communication Services 14.0% 1.4954
IR Ingersoll Rand Industrials 13.9% 1.3292
QCOM Qualcomm Information Technology 13.9% 1.4368
BALL Position closed
2019-06-10 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TTD Trade Desk (The) Communication Services 14.1% 1.7143
QCOM Qualcomm Information Technology 13.9% 1.4154
BALL Ball Corporation Materials 13.8% 1.3008
CVNA Carvana Consumer Discretionary 13.8% 1.7587
ERIE Erie Indemnity Financials 13.7% 1.4184
TDG Position closed
2019-06-03 SIDEWAYS 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 14.1% 1.7478
TTD Trade Desk (The) Communication Services 14.1% 1.7329
QCOM Qualcomm Information Technology 13.7% 1.4540
TDG TransDigm Group Industrials 13.5% 1.2165
ERIE Erie Indemnity Financials 13.3% 1.3068
AMD Position closed
TPL Position closed
MSCI Position closed
2019-05-28 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TTD Trade Desk (The) Communication Services 20.1% 1.7696
AMD Advanced Micro Devices Information Technology 20.0% 1.4608
TPL Texas Pacific Land Corporation Energy 20.0% 1.2707
MSCI MSCI Inc. Financials 19.8% 1.3122
CVNA Carvana Consumer Discretionary 19.7% 1.7931
2019-05-20 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.3% 1.7054
TTD Trade Desk (The) Communication Services 20.0% 1.7550
AMD Advanced Micro Devices Information Technology 20.0% 1.4910
TPL Texas Pacific Land Corporation Energy 19.9% 1.3150
MSCI MSCI Inc. Financials 19.7% 1.3075
2019-05-13 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.1% 1.5379
CVNA Carvana Consumer Discretionary 20.0% 1.8008
TTD Trade Desk (The) Communication Services 20.0% 2.1830
TPL Texas Pacific Land Corporation Energy 19.7% 1.2359
MSCI MSCI Inc. Financials 19.1% 1.2901
ERIE Position closed
TDG Position closed
2019-05-06 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ERIE Erie Indemnity Financials 20.8% 1.2779
TTD Trade Desk (The) Communication Services 19.9% 2.3251
AMD Advanced Micro Devices Information Technology 19.9% 1.7370
CVNA Carvana Consumer Discretionary 19.9% 1.7541
TDG TransDigm Group Industrials 19.1% 1.2810
AES Position closed
CMG Position closed
2019-04-29 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
ERIE Erie Indemnity Financials 20.8% 1.3401
TTD Trade Desk (The) Communication Services 20.1% 2.0235
AES AES Corporation Utilities 20.0% 1.2726
CMG Chipotle Mexican Grill Consumer Discretionary 20.0% 1.5916
AMD Advanced Micro Devices Information Technology 19.9% 1.4825
2019-04-22 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TTD Trade Desk (The) Communication Services 20.1% 2.2412
AES AES Corporation Utilities 20.0% 1.2621
CMG Chipotle Mexican Grill Consumer Discretionary 19.9% 1.5509
AMD Advanced Micro Devices Information Technology 19.9% 1.4726
ERIE Erie Indemnity Financials 19.8% 1.3274
CDNS Position closed
CVNA Position closed
2019-04-15 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TTD Trade Desk (The) Communication Services 20.1% 2.3714
CDNS Cadence Design Systems Information Technology 20.0% 1.4590
ERIE Erie Indemnity Financials 19.9% 1.3576
AES AES Corporation Utilities 19.9% 1.3123
CVNA Carvana Consumer Discretionary 19.8% 1.6046
CMG Position closed
KEYS Position closed
2019-04-08 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AES AES Corporation Utilities 20.1% 1.3326
CMG Chipotle Mexican Grill Consumer Discretionary 20.1% 1.5161
TTD Trade Desk (The) Communication Services 19.9% 2.2247
KEYS Keysight Technologies Information Technology 19.8% 1.3942
ERIE Erie Indemnity Financials 19.7% 1.4563
CIEN Position closed
2019-04-01 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
ERIE Erie Indemnity Financials 20.1% 1.4005
TTD Trade Desk (The) Communication Services 20.0% 2.1568
CMG Chipotle Mexican Grill Consumer Discretionary 20.0% 1.4746
AES AES Corporation Utilities 19.9% 1.3156
CIEN Ciena Information Technology 19.8% 1.4058
2019-03-25 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AES AES Corporation Utilities 20.0% 1.3654
CMG Chipotle Mexican Grill Consumer Discretionary 20.0% 1.4303
TTD Trade Desk (The) Communication Services 19.9% 1.6057
ERIE Erie Indemnity Financials 19.9% 1.3316
CIEN Ciena Information Technology 19.8% 1.4043
DXCM Position closed
2019-03-18 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CMG Chipotle Mexican Grill Consumer Discretionary 20.0% 1.4547
DXCM Dexcom Health Care 20.0% 1.5009
TTD Trade Desk (The) Communication Services 20.0% 1.5737
AES AES Corporation Utilities 20.0% 1.3735
ERIE Erie Indemnity Financials 19.3% 1.3239
WDAY Position closed
2019-03-11 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 20.1% 1.5280
TTD Trade Desk (The) Communication Services 20.0% 1.5587
AES AES Corporation Utilities 20.0% 1.3740
CMG Chipotle Mexican Grill Consumer Discretionary 20.0% 1.3033
WDAY Workday, Inc. Information Technology 19.9% 1.3079
CIEN Position closed
LULU Position closed
2019-03-04 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TTD Trade Desk (The) Communication Services 20.0% 1.5666
DXCM Dexcom Health Care 20.0% 1.6158
AES AES Corporation Utilities 19.9% 1.3116
CIEN Ciena Information Technology 19.8% 1.4528
LULU Lululemon Athletica Consumer Discretionary 19.4% 1.4004
NRG Position closed
2019-02-25 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
TTD Trade Desk (The) Communication Services 14.1% 1.6914
CIEN Ciena Information Technology 14.1% 1.4847
DXCM Dexcom Health Care 13.9% 1.6775
NRG NRG Energy Utilities 13.9% 1.3802
LULU Lululemon Athletica Consumer Discretionary 13.4% 1.4253
2019-02-19 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CIEN Ciena Information Technology 14.1% 1.4917
TTD Trade Desk (The) Communication Services 14.0% 1.7229
DXCM Dexcom Health Care 14.0% 1.7103
NRG NRG Energy Utilities 13.9% 1.3851
LULU Lululemon Athletica Consumer Discretionary 13.7% 1.3679
CMG Position closed
2019-02-11 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NRG NRG Energy Utilities 14.1% 1.3406
DXCM Dexcom Health Care 14.1% 1.6672
CIEN Ciena Information Technology 14.0% 1.4879
TTD Trade Desk (The) Communication Services 14.0% 1.9357
CMG Chipotle Mexican Grill Consumer Discretionary 14.0% 1.3792
DECK Position closed
2019-02-04 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
DECK Deckers Brands Consumer Discretionary 14.0% 1.3615
TTD Trade Desk (The) Communication Services 14.0% 1.7899
CIEN Ciena Information Technology 13.9% 1.5094
NRG NRG Energy Utilities 13.9% 1.3840
DXCM Dexcom Health Care 13.9% 1.5466
KDP Position closed
2019-01-28 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NRG NRG Energy Utilities 6.1% 1.4005
TTD Trade Desk (The) Communication Services 6.0% 1.6724
CIEN Ciena Information Technology 6.0% 1.4639
KDP Keurig Dr Pepper Consumer Staples 5.9% 1.4605
DXCM Dexcom Health Care 5.8% 1.5146
MKC Position closed
2019-01-22 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 6.1% 1.4960
NRG NRG Energy Utilities 6.1% 1.4330
TTD Trade Desk (The) Communication Services 6.1% 1.8048
MKC McCormick & Company Consumer Staples 5.9% 1.3743
CIEN Ciena Information Technology 5.8% 1.4229
WDAY Position closed
2019-01-14 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 6.1% 1.5224
TTD Trade Desk (The) Communication Services 6.0% 1.9496
NRG NRG Energy Utilities 6.0% 1.3911
WDAY Workday, Inc. Information Technology 6.0% 1.3569
MKC McCormick & Company Consumer Staples 5.9% 1.3945
KDP Position closed
DECK Position closed
AMD Position closed
2019-01-07 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 6.1% 1.6149
KDP Keurig Dr Pepper Consumer Staples 6.1% 1.4025
TTD Trade Desk (The) Communication Services 6.1% 1.9410
DECK Deckers Brands Consumer Discretionary 6.0% 1.3656
AMD Advanced Micro Devices Information Technology 5.9% 1.5002
BALL Position closed
UAL Position closed
2018-12-31 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
BALL Ball Corporation Materials 6.3% 1.3038
TTD Trade Desk (The) Communication Services 6.1% 1.7377
KDP Keurig Dr Pepper Consumer Staples 6.0% 1.4359
DXCM Dexcom Health Care 5.9% 1.5119
UAL United Airlines Holdings Industrials 5.7% 1.3054
AES Position closed
LLY Position closed
2018-12-24 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
TTD Trade Desk (The) Communication Services 6.0% 1.5281
AES AES Corporation Utilities 5.9% 1.2987
KDP Keurig Dr Pepper Consumer Staples 5.9% 1.4659
BALL Ball Corporation Materials 5.9% 1.3257
LLY Lilly (Eli) Health Care 5.5% 1.3377
DECK Position closed
DXCM Position closed
CIEN Position closed
2018-12-17 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TTD Trade Desk (The) Communication Services 6.0% 1.4792
KDP Keurig Dr Pepper Consumer Staples 6.0% 1.5194
DECK Deckers Brands Consumer Discretionary 6.0% 1.3141
DXCM Dexcom Health Care 6.0% 1.6682
CIEN Ciena Information Technology 5.9% 1.3477
AES Position closed
AMD Position closed
2018-12-10 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 6.2% 1.5570
TTD Trade Desk (The) Communication Services 6.0% 1.6851
KDP Keurig Dr Pepper Consumer Staples 6.0% 1.4731
AES AES Corporation Utilities 6.0% 1.3387
AMD Advanced Micro Devices Information Technology 5.9% 1.4202
CVNA Position closed
FTNT Position closed
2018-12-03 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 14.0% 1.4892
KDP Keurig Dr Pepper Consumer Staples 14.0% 1.4644
TTD Trade Desk (The) Communication Services 14.0% 1.6767
FTNT Fortinet Information Technology 13.9% 1.4493
DXCM Dexcom Health Care 13.9% 1.5824
AMD Position closed
TKO Position closed
2018-11-26 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 6.1% 1.6152
KDP Keurig Dr Pepper Consumer Staples 6.1% 1.3724
DXCM Dexcom Health Care 6.1% 1.5828
CVNA Carvana Consumer Discretionary 6.0% 1.6439
TKO TKO Group Holdings Communication Services 5.9% 1.7520
TTD Position closed
2018-11-19 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 14.1% 1.7083
AMD Advanced Micro Devices Information Technology 14.1% 1.9072
TTD Trade Desk (The) Communication Services 14.0% 1.6656
KDP Keurig Dr Pepper Consumer Staples 14.0% 1.3066
DXCM Dexcom Health Care 13.9% 1.6638
TKO Position closed
XYZ Position closed
2018-11-12 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 14.0% 1.6004
AMD Advanced Micro Devices Information Technology 14.0% 1.8951
CVNA Carvana Consumer Discretionary 13.9% 1.8860
TKO TKO Group Holdings Communication Services 13.8% 2.0447
XYZ Block, Inc. Financials 13.6% 1.3446
2018-11-05 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 14.3% 1.8032
TKO TKO Group Holdings Communication Services 14.2% 2.1353
CVNA Carvana Consumer Discretionary 14.1% 2.2152
AMD Advanced Micro Devices Information Technology 14.0% 2.0094
DXCM Dexcom Health Care 13.9% 1.5872
AXON Position closed
2018-10-29 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 14.3% 1.9723
TKO TKO Group Holdings Communication Services 14.3% 2.3702
CVNA Carvana Consumer Discretionary 14.2% 2.6091
DXCM Dexcom Health Care 14.2% 2.0578
AXON Axon Enterprise Industrials 13.9% 1.7360
AMD Position closed
2018-10-22 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.0% 2.3973
DXCM Dexcom Health Care 20.0% 1.9389
AMD Advanced Micro Devices Information Technology 20.0% 2.2419
TKO TKO Group Holdings Communication Services 19.8% 2.2922
XYZ Block, Inc. Financials 19.7% 1.7198
2018-10-15 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 14.3% 1.8571
CVNA Carvana Consumer Discretionary 14.2% 2.5883
TKO TKO Group Holdings Communication Services 14.2% 2.2734
DXCM Dexcom Health Care 14.2% 2.0123
AMD Advanced Micro Devices Information Technology 14.0% 2.1961
2018-10-08 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TKO TKO Group Holdings Communication Services 20.2% 2.2748
CVNA Carvana Consumer Discretionary 20.1% 2.3774
DXCM Dexcom Health Care 20.0% 1.9826
AMD Advanced Micro Devices Information Technology 19.9% 2.0946
XYZ Block, Inc. Financials 19.8% 1.8953
2018-10-01 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.3% 1.8478
TKO TKO Group Holdings Communication Services 20.1% 2.2563
DXCM Dexcom Health Care 19.9% 1.9478
AMD Advanced Micro Devices Information Technology 19.9% 1.9079
CVNA Carvana Consumer Discretionary 19.8% 2.5889
AXON Position closed
2018-09-24 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.2% 1.6202
TKO TKO Group Holdings Communication Services 20.2% 2.1693
DXCM Dexcom Health Care 20.1% 1.6515
CVNA Carvana Consumer Discretionary 19.9% 2.3755
AXON Axon Enterprise Industrials 19.9% 1.6872
2018-09-17 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.4% 1.5546
AXON Axon Enterprise Industrials 20.3% 1.6812
TKO TKO Group Holdings Communication Services 20.1% 2.2077
DXCM Dexcom Health Care 19.9% 1.5597
CVNA Carvana Consumer Discretionary 19.9% 2.1881
2018-09-10 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 20.2% 1.6294
CVNA Carvana Consumer Discretionary 20.0% 2.0738
XYZ Block, Inc. Financials 20.0% 1.6009
DXCM Dexcom Health Care 20.0% 1.6443
TKO TKO Group Holdings Communication Services 19.8% 2.2006
2018-09-04 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.4% 1.6763
CVNA Carvana Consumer Discretionary 20.0% 1.9773
AXON Axon Enterprise Industrials 19.9% 1.9206
DXCM Dexcom Health Care 19.9% 1.6820
TKO TKO Group Holdings Communication Services 19.7% 2.2064
NTAP Position closed
2018-08-27 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.1% 2.0805
AXON Axon Enterprise Industrials 20.0% 2.2583
XYZ Block, Inc. Financials 19.9% 1.7402
NTAP NetApp Information Technology 19.9% 1.4487
TKO TKO Group Holdings Communication Services 19.7% 2.4028
ALGN Position closed
2018-08-20 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.1% 2.1184
TKO TKO Group Holdings Communication Services 19.9% 2.4390
AXON Axon Enterprise Industrials 19.9% 2.3024
XYZ Block, Inc. Financials 19.9% 1.7796
ALGN Align Technology Health Care 19.9% 1.5216
TPL Position closed
2018-08-13 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CVNA Carvana Consumer Discretionary 20.2% 2.1308
XYZ Block, Inc. Financials 20.2% 1.7483
TPL Texas Pacific Land Corporation Energy 19.9% 1.5734
TKO TKO Group Holdings Communication Services 19.7% 2.2804
AXON Axon Enterprise Industrials 19.7% 2.2253
ALGN Position closed
2018-08-06 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.2% 1.6954
CVNA Carvana Consumer Discretionary 20.1% 2.2140
ALGN Align Technology Health Care 20.0% 1.4723
TKO TKO Group Holdings Communication Services 19.8% 2.4433
AXON Axon Enterprise Industrials 19.7% 2.1678
TPL Position closed
2018-07-30 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TKO TKO Group Holdings Communication Services 20.3% 2.3441
XYZ Block, Inc. Financials 20.0% 1.5937
TPL Texas Pacific Land Corporation Energy 19.9% 1.5479
AXON Axon Enterprise Industrials 19.9% 2.1017
CVNA Carvana Consumer Discretionary 19.9% 1.8816
LULU Position closed
ALGN Position closed
2018-07-23 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.2% 1.7437
TKO TKO Group Holdings Communication Services 20.1% 2.2173
AXON Axon Enterprise Industrials 20.0% 2.2190
LULU Lululemon Athletica Consumer Discretionary 19.5% 1.6175
ALGN Align Technology Health Care 18.4% 1.6008
2018-07-16 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TKO TKO Group Holdings Communication Services 20.2% 2.0669
AXON Axon Enterprise Industrials 20.0% 2.0960
XYZ Block, Inc. Financials 19.7% 1.6282
LULU Lululemon Athletica Consumer Discretionary 19.4% 1.5920
ALGN Align Technology Health Care 18.4% 1.6244
TPL Position closed
2018-07-09 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 20.2% 2.1783
TPL Texas Pacific Land Corporation Energy 20.1% 1.6198
XYZ Block, Inc. Financials 20.0% 1.7706
TKO TKO Group Holdings Communication Services 19.9% 2.1108
ALGN Align Technology Health Care 18.4% 1.6020
2018-07-02 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TKO TKO Group Holdings Communication Services 20.1% 2.0249
AXON Axon Enterprise Industrials 20.1% 2.0924
XYZ Block, Inc. Financials 19.7% 1.7086
TPL Texas Pacific Land Corporation Energy 19.7% 1.7215
ALGN Align Technology Health Care 18.6% 1.5889
LULU Position closed
2018-06-25 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TPL Texas Pacific Land Corporation Energy 20.1% 1.7215
AXON Axon Enterprise Industrials 20.0% 1.9718
XYZ Block, Inc. Financials 20.0% 1.5485
TKO TKO Group Holdings Communication Services 19.9% 1.9522
LULU Lululemon Athletica Consumer Discretionary 19.8% 1.4403
NFLX Position closed
2018-06-18 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.3% 1.5923
NFLX Netflix Communication Services 20.1% 1.6031
AXON Axon Enterprise Industrials 19.9% 1.8593
TPL Texas Pacific Land Corporation Energy 19.9% 1.6369
LULU Lululemon Athletica Consumer Discretionary 19.9% 1.4374
2018-06-11 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.0% 1.5655
XYZ Block, Inc. Financials 19.9% 1.5052
TPL Texas Pacific Land Corporation Energy 19.9% 1.6687
AXON Axon Enterprise Industrials 19.7% 1.9285
LULU Lululemon Athletica Consumer Discretionary 19.5% 1.4755
IBKR Position closed
CVNA Position closed
2018-06-04 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
IBKR Interactive Brokers Financials 19.9% 1.4542
CVNA Carvana Consumer Discretionary 19.8% 1.9492
NFLX Netflix Communication Services 19.8% 1.5344
AXON Axon Enterprise Industrials 19.7% 1.4863
TPL Texas Pacific Land Corporation Energy 19.6% 1.6285
VLO Position closed
2018-05-29 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 14.0% 1.4961
AXON Axon Enterprise Industrials 14.0% 1.6228
IBKR Interactive Brokers Financials 13.9% 1.4486
VLO Valero Energy Energy 13.9% 1.4050
CVNA Carvana Consumer Discretionary 13.9% 1.8243
XYZ Position closed
FSLR Position closed
2018-05-21 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 14.3% 1.5390
AXON Axon Enterprise Industrials 14.0% 1.6595
NFLX Netflix Communication Services 14.0% 1.6030
CVNA Carvana Consumer Discretionary 13.9% 1.8807
FSLR First Solar Information Technology 13.6% 1.4414
PODD Position closed
2018-05-14 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 14.3% 1.6096
AXON Axon Enterprise Industrials 14.3% 1.7067
CVNA Carvana Consumer Discretionary 14.2% 1.5784
NFLX Netflix Communication Services 13.8% 1.5146
PODD Insulet Corporation Health Care 13.7% 1.4552
2018-05-07 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 14.3% 1.5351
AXON Axon Enterprise Industrials 14.1% 1.6763
CVNA Carvana Consumer Discretionary 14.0% 1.6899
PODD Insulet Corporation Health Care 13.9% 1.5065
NFLX Netflix Communication Services 13.9% 1.4313
TKO Position closed
FSLR Position closed
2018-04-30 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
PODD Insulet Corporation Health Care 14.0% 1.4766
TKO TKO Group Holdings Communication Services 14.0% 1.4859
AXON Axon Enterprise Industrials 14.0% 1.5293
FSLR First Solar Information Technology 13.9% 1.5821
XYZ Block, Inc. Financials 13.8% 1.6640
NFLX Position closed
ALGN Position closed
2018-04-23 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 14.2% 1.6473
XYZ Block, Inc. Financials 14.1% 1.9678
AXON Axon Enterprise Industrials 13.9% 1.4442
FSLR First Solar Information Technology 13.9% 1.6879
ALGN Align Technology Health Care 13.2% 1.4594
MU Position closed
2018-04-16 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 14.1% 1.4920
NFLX Netflix Communication Services 14.1% 1.6345
AXON Axon Enterprise Industrials 14.0% 1.4754
XYZ Block, Inc. Financials 13.7% 1.8781
MU Micron Technology Information Technology 13.7% 1.5362
FSLR Position closed
2018-04-09 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 15.2% 1.4823
NFLX Netflix Communication Services 14.2% 1.6955
FSLR First Solar Information Technology 14.0% 1.5300
AXON Axon Enterprise Industrials 13.8% 1.5259
XYZ Block, Inc. Financials 13.7% 1.8514
NVDA Position closed
BA Position closed
2018-04-02 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 14.9% 1.4928
NVDA Nvidia Information Technology 14.0% 1.4835
XYZ Block, Inc. Financials 13.9% 1.7174
NFLX Netflix Communication Services 13.9% 1.5663
BA Boeing Industrials 12.6% 1.4524
2018-03-26 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 15.0% 1.4745
NFLX Netflix Communication Services 14.1% 1.4897
XYZ Block, Inc. Financials 14.0% 1.6979
NVDA Nvidia Information Technology 14.0% 1.4733
BA Boeing Industrials 12.1% 1.4256
ANET Position closed
2018-03-19 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 15.2% 1.4241
XYZ Block, Inc. Financials 14.2% 1.5599
ANET Arista Networks Information Technology 14.0% 1.6864
NFLX Netflix Communication Services 13.9% 1.4430
BA Boeing Industrials 12.1% 1.4161
2018-03-12 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 15.4% 1.3972
XYZ Block, Inc. Financials 14.2% 1.5913
NFLX Netflix Communication Services 14.0% 1.4610
ANET Arista Networks Information Technology 13.9% 1.6110
BA Boeing Industrials 12.3% 1.4438
NVDA Position closed
2018-03-05 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 14.7% 1.4830
XYZ Block, Inc. Financials 14.2% 1.7084
NFLX Netflix Communication Services 14.1% 1.4299
NVDA Nvidia Information Technology 14.0% 1.5255
BA Boeing Industrials 13.0% 1.3898
ANET Position closed
WYNN Position closed
2018-02-26 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 21.1% 1.5528
NFLX Netflix Communication Services 20.0% 1.3573
XYZ Block, Inc. Financials 20.0% 1.5463
ANET Arista Networks Information Technology 19.9% 1.4611
WYNN Wynn Resorts Consumer Discretionary 19.4% 1.4193
TPL Position closed
BA Position closed
2018-02-20 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 21.0% 1.5777
XYZ Block, Inc. Financials 20.0% 1.6292
TPL Texas Pacific Land Corporation Energy 19.9% 1.3613
ANET Arista Networks Information Technology 19.9% 1.5684
BA Boeing Industrials 18.6% 1.3822
TTWO Position closed
2018-02-12 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ANET Arista Networks Information Technology 20.1% 1.5613
TTWO Take-Two Interactive Communication Services 20.0% 1.2874
XYZ Block, Inc. Financials 19.8% 1.6458
ALGN Align Technology Health Care 19.5% 1.4889
BA Boeing Industrials 18.4% 1.3457
BLDR Position closed
DHI Position closed
2018-02-05 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 20.3% 1.4261
ANET Arista Networks Information Technology 20.1% 1.5921
XYZ Block, Inc. Financials 20.0% 1.5284
BLDR Builders FirstSource Industrials 20.0% 1.4152
DHI D. R. Horton Consumer Discretionary 19.9% 1.3251
TTWO Position closed
2018-01-29 BULL 5 positions
2 new 1 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 21.4% 1.4983
TTWO Take-Two Interactive Communication Services 20.0% 1.3363
ANET Arista Networks Information Technology 19.9% 1.6107
XYZ Block, Inc. Financials 19.9% 1.4654
BLDR Builders FirstSource Industrials 19.9% 1.3575
TKO Position closed
2018-01-22 BULL 4 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 20.9% 1.5759
XYZ Block, Inc. Financials 20.1% 1.5383
ANET Arista Networks Information Technology 20.0% 1.6003
TKO TKO Group Holdings Communication Services 20.0% 1.4179
FSLR Position closed
TTWO Position closed
2018-01-16 BULL 4 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 21.3% 1.5659
FSLR First Solar Information Technology 20.2% 1.5160
TTWO Take-Two Interactive Communication Services 20.0% 1.3855
XYZ Block, Inc. Financials 19.9% 1.5638
NRG Position closed
2018-01-08 BULL 4 positions
1 new 2 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 20.1% 1.5544
XYZ Block, Inc. Financials 20.1% 1.6459
NRG NRG Energy Utilities 20.0% 1.4905
FSLR First Solar Information Technology 19.7% 1.4140
TTWO Position closed
ANET Position closed
2018-01-02 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TTWO Take-Two Interactive Communication Services 20.4% 1.4795
XYZ Block, Inc. Financials 20.2% 1.7756
NRG NRG Energy Utilities 20.0% 1.5399
ANET Arista Networks Information Technology 20.0% 1.5817
ALGN Align Technology Health Care 19.5% 1.7474
2017-12-26 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TTWO Take-Two Interactive Communication Services 20.7% 1.6041
ANET Arista Networks Information Technology 20.0% 1.6202
NRG NRG Energy Utilities 20.0% 1.6442
XYZ Block, Inc. Financials 19.8% 2.2265
ALGN Align Technology Health Care 19.7% 1.7304
2017-12-18 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TTWO Take-Two Interactive Communication Services 20.6% 1.5907
ALGN Align Technology Health Care 20.3% 1.7083
ANET Arista Networks Information Technology 20.0% 1.5499
NRG NRG Energy Utilities 20.0% 1.6725
XYZ Block, Inc. Financials 19.8% 1.8562
FSLR Position closed
2017-12-11 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NRG NRG Energy Utilities 20.1% 1.5808
TTWO Take-Two Interactive Communication Services 20.1% 1.5802
ALGN Align Technology Health Care 20.0% 1.7428
FSLR First Solar Information Technology 20.0% 1.5003
XYZ Block, Inc. Financials 19.9% 1.6823
MU Position closed
2017-12-04 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 20.4% 1.6542
XYZ Block, Inc. Financials 20.3% 1.7614
NRG NRG Energy Utilities 20.1% 1.4576
TTWO Take-Two Interactive Communication Services 20.0% 1.4976
MU Micron Technology Information Technology 19.9% 1.5622
2017-11-27 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 20.9% 1.4373
TTWO Take-Two Interactive Communication Services 20.3% 1.4159
MU Micron Technology Information Technology 20.2% 1.4521
NRG NRG Energy Utilities 20.0% 1.4830
XYZ Block, Inc. Financials 19.8% 1.6513
2017-11-20 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.1% 1.6509
ALGN Align Technology Health Care 20.0% 1.4001
TTWO Take-Two Interactive Communication Services 19.9% 1.4618
NRG NRG Energy Utilities 19.9% 1.4988
MU Micron Technology Information Technology 19.7% 1.5087
NVDA Position closed
2017-11-13 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 20.5% 1.4059
XYZ Block, Inc. Financials 20.2% 1.7423
NRG NRG Energy Utilities 20.1% 1.5613
NVDA Nvidia Information Technology 20.0% 1.6338
TTWO Take-Two Interactive Communication Services 19.9% 1.4768
TTD Position closed
2017-11-06 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 20.9% 1.3771
NRG NRG Energy Utilities 20.1% 1.6113
XYZ Block, Inc. Financials 20.0% 1.5978
NVDA Nvidia Information Technology 20.0% 1.6627
TTD Trade Desk (The) Communication Services 20.0% 1.5772
TTWO Position closed
2017-10-30 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 21.0% 1.4209
XYZ Block, Inc. Financials 20.1% 1.5896
NVDA Nvidia Information Technology 20.0% 1.6181
NRG NRG Energy Utilities 19.9% 1.5128
TTWO Take-Two Interactive Communication Services 19.5% 1.5602
BA Position closed
2017-10-23 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 20.8% 1.4667
NVDA Nvidia Information Technology 20.0% 1.7197
BA Boeing Industrials 20.0% 1.4072
XYZ Block, Inc. Financials 20.0% 1.6074
TTWO Take-Two Interactive Communication Services 20.0% 1.5923
2017-10-16 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.0% 1.6460
NVDA Nvidia Information Technology 20.0% 1.6567
BA Boeing Industrials 19.9% 1.3644
ALGN Align Technology Health Care 19.9% 1.4865
TTWO Take-Two Interactive Communication Services 19.3% 1.6435
NRG Position closed
2017-10-09 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.2% 1.5552
NVDA Nvidia Information Technology 20.0% 1.6461
NRG NRG Energy Utilities 20.0% 1.5316
TTWO Take-Two Interactive Communication Services 19.9% 1.6324
ALGN Align Technology Health Care 18.7% 1.4928
2017-10-02 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.1% 1.5043
NRG NRG Energy Utilities 20.1% 1.5421
NVDA Nvidia Information Technology 20.0% 1.6062
TTWO Take-Two Interactive Communication Services 19.7% 1.6058
ALGN Align Technology Health Care 19.1% 1.4371
VRTX Position closed
2017-09-25 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NRG NRG Energy Utilities 20.1% 1.5767
XYZ Block, Inc. Financials 20.0% 1.5145
NVDA Nvidia Information Technology 20.0% 1.6408
VRTX Vertex Pharmaceuticals Health Care 19.7% 1.4429
TTWO Take-Two Interactive Communication Services 19.4% 1.5703
ALGN Position closed
2017-09-18 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.0% 1.4698
NVDA Nvidia Information Technology 20.0% 1.6539
NRG NRG Energy Utilities 20.0% 1.6118
ALGN Align Technology Health Care 19.4% 1.4857
TTWO Take-Two Interactive Communication Services 19.2% 1.5193
2017-09-11 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.2% 1.5073
NVDA Nvidia Information Technology 20.0% 1.7802
NRG NRG Energy Utilities 19.9% 1.4765
TTWO Take-Two Interactive Communication Services 19.8% 1.5206
ALGN Align Technology Health Care 19.7% 1.4836
2017-09-05 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.2% 1.4703
NRG NRG Energy Utilities 20.0% 1.5109
NVDA Nvidia Information Technology 20.0% 1.7265
ALGN Align Technology Health Care 19.6% 1.4634
TTWO Take-Two Interactive Communication Services 19.6% 1.4767
VRTX Position closed
BA Position closed
2017-08-28 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.2% 1.4680
NVDA Nvidia Information Technology 20.0% 1.6640
NRG NRG Energy Utilities 19.9% 1.5282
VRTX Vertex Pharmaceuticals Health Care 19.6% 1.4743
BA Boeing Industrials 19.2% 1.3894
NFLX Position closed
2017-08-21 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NRG NRG Energy Utilities 20.0% 1.4873
NVDA Nvidia Information Technology 20.0% 1.7100
XYZ Block, Inc. Financials 20.0% 1.6881
NFLX Netflix Communication Services 19.9% 1.3474
VRTX Vertex Pharmaceuticals Health Care 19.2% 1.4926
TTWO Position closed
ALGN Position closed
2017-08-14 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TTWO Take-Two Interactive Communication Services 20.6% 1.3334
ALGN Align Technology Health Care 20.5% 1.3497
NVDA Nvidia Information Technology 20.0% 1.6681
NRG NRG Energy Utilities 20.0% 1.3881
XYZ Block, Inc. Financials 19.9% 1.6834
CSX Position closed
2017-08-07 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TTWO Take-Two Interactive Communication Services 20.5% 1.3471
ALGN Align Technology Health Care 20.4% 1.3633
CSX CSX Corporation Industrials 20.0% 1.3150
NVDA Nvidia Information Technology 19.9% 1.5960
XYZ Block, Inc. Financials 19.8% 1.5385
TSLA Position closed
2017-07-31 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 20.9% 1.4443
NVDA Nvidia Information Technology 20.0% 1.6910
TSLA Tesla, Inc. Consumer Discretionary 20.0% 1.3261
XYZ Block, Inc. Financials 20.0% 1.6807
TTWO Take-Two Interactive Communication Services 19.8% 1.3472
2017-07-24 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.1% 1.3860
NVDA Nvidia Information Technology 20.0% 1.8658
ALGN Align Technology Health Care 19.9% 1.4574
XYZ Block, Inc. Financials 19.8% 1.7119
TTWO Take-Two Interactive Communication Services 19.6% 1.3541
2017-07-17 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.1% 1.6823
NVDA Nvidia Information Technology 20.0% 1.7944
ALGN Align Technology Health Care 20.0% 1.3885
TSLA Tesla, Inc. Consumer Discretionary 19.8% 1.4346
TTWO Take-Two Interactive Communication Services 19.4% 1.4155
CSX Position closed
2017-07-10 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NVDA Nvidia Information Technology 20.0% 1.8108
XYZ Block, Inc. Financials 20.0% 1.7555
CSX CSX Corporation Industrials 19.9% 1.4429
TTWO Take-Two Interactive Communication Services 19.8% 1.5327
ALGN Align Technology Health Care 18.7% 1.4346
BBY Position closed
2017-07-03 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CSX CSX Corporation Industrials 20.0% 1.4754
NVDA Nvidia Information Technology 20.0% 1.7144
BBY Best Buy Consumer Discretionary 20.0% 1.4120
XYZ Block, Inc. Financials 19.9% 1.7084
TTWO Take-Two Interactive Communication Services 19.6% 1.5090
ALGN Position closed
2017-06-26 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.1% 1.6158
ALGN Align Technology Health Care 20.0% 1.3326
CSX CSX Corporation Industrials 20.0% 1.4067
NVDA Nvidia Information Technology 20.0% 1.6720
TTWO Take-Two Interactive Communication Services 19.4% 1.5271
2017-06-19 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.1% 1.4757
NVDA Nvidia Information Technology 20.0% 1.6230
CSX CSX Corporation Industrials 19.9% 1.3573
ALGN Align Technology Health Care 19.6% 1.3487
TTWO Take-Two Interactive Communication Services 19.4% 1.3272
TSLA Position closed
2017-06-12 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.2% 1.3833
XYZ Block, Inc. Financials 20.2% 1.4624
NVDA Nvidia Information Technology 20.0% 1.5551
CSX CSX Corporation Industrials 19.9% 1.3739
ALGN Align Technology Health Care 19.3% 1.3597
MU Position closed
2017-06-05 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.2% 1.3393
XYZ Block, Inc. Financials 20.2% 1.3607
ALGN Align Technology Health Care 20.0% 1.3372
CSX CSX Corporation Industrials 19.9% 1.3880
MU Micron Technology Information Technology 19.8% 1.4448
AMD Position closed
IDXX Position closed
2017-05-30 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.2% 1.3512
TSLA Tesla, Inc. Consumer Discretionary 20.0% 1.3077
CSX CSX Corporation Industrials 20.0% 1.4097
AMD Advanced Micro Devices Information Technology 19.9% 1.7305
IDXX Idexx Laboratories Health Care 19.6% 1.3221
2017-05-22 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
XYZ Block, Inc. Financials 20.1% 1.3924
AMD Advanced Micro Devices Information Technology 20.0% 1.9095
TSLA Tesla, Inc. Consumer Discretionary 19.9% 1.2974
CSX CSX Corporation Industrials 19.9% 1.3861
IDXX Idexx Laboratories Health Care 18.3% 1.3357
URI Position closed
INCY Position closed
2017-05-15 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
URI United Rentals Industrials 20.6% 1.3359
AMD Advanced Micro Devices Information Technology 20.1% 1.9802
TSLA Tesla, Inc. Consumer Discretionary 20.0% 1.2767
XYZ Block, Inc. Financials 19.8% 1.3836
INCY Incyte Health Care 19.6% 1.3591
APO Position closed
NRG Position closed
2017-05-08 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
URI United Rentals Industrials 21.0% 1.4263
INCY Incyte Health Care 20.4% 1.4299
AMD Advanced Micro Devices Information Technology 20.0% 2.1820
APO Apollo Global Management Financials 19.9% 1.2750
NRG NRG Energy Utilities 19.9% 1.3148
TTWO Position closed
2017-05-01 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.1% 2.1336
NRG NRG Energy Utilities 20.0% 1.2978
URI United Rentals Industrials 19.9% 1.3752
INCY Incyte Health Care 19.8% 1.4319
TTWO Take-Two Interactive Communication Services 19.8% 1.2482
APO Position closed
ALB Position closed
2017-04-24 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.1% 2.7487
APO Apollo Global Management Financials 19.9% 1.2372
ALB Albemarle Corporation Materials 19.2% 1.2340
URI United Rentals Industrials 18.9% 1.4052
INCY Incyte Health Care 18.8% 1.4292
BAC Position closed
TTWO Position closed
2017-04-17 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
BAC Bank of America Financials 20.1% 1.3655
AMD Advanced Micro Devices Information Technology 20.0% 2.5999
TTWO Take-Two Interactive Communication Services 19.8% 1.2668
INCY Incyte Health Care 19.4% 1.4940
URI United Rentals Industrials 19.1% 1.4591
CSX Position closed
NRG Position closed
2017-04-10 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.4% 1.3629
CSX CSX Corporation Industrials 20.0% 1.4485
NRG NRG Energy Utilities 19.9% 1.3366
AMD Advanced Micro Devices Information Technology 19.9% 2.4228
BAC Bank of America Financials 19.9% 1.4328
TRGP Position closed
URI Position closed
2017-04-03 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.1% 2.4980
INCY Incyte Health Care 20.1% 1.3640
TRGP Targa Resources Energy 19.9% 1.3272
BAC Bank of America Financials 19.9% 1.4359
URI United Rentals Industrials 19.7% 1.5246
RF Position closed
CSX Position closed
TPL Position closed
2017-03-27 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.7% 1.3080
AMD Advanced Micro Devices Information Technology 20.0% 2.6378
RF Regions Financial Corporation Financials 19.9% 1.4014
CSX CSX Corporation Industrials 19.9% 1.4600
TPL Texas Pacific Land Corporation Energy 19.8% 1.3357
TRGP Position closed
URI Position closed
2017-03-20 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 21.1% 1.4004
AMD Advanced Micro Devices Information Technology 20.1% 2.5200
TRGP Targa Resources Energy 20.1% 1.3869
RF Regions Financial Corporation Financials 20.0% 1.4300
URI United Rentals Industrials 19.4% 1.4928
CSX Position closed
2017-03-13 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 21.2% 1.3938
AMD Advanced Micro Devices Information Technology 20.0% 2.9558
RF Regions Financial Corporation Financials 20.0% 1.3488
CSX CSX Corporation Industrials 19.9% 1.5187
TRGP Targa Resources Energy 19.7% 1.4523
TPL Position closed
FCX Position closed
URI Position closed
2017-03-06 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TPL Texas Pacific Land Corporation Energy 20.2% 1.6243
FCX Freeport-McMoRan Materials 19.9% 1.4383
AMD Advanced Micro Devices Information Technology 19.9% 2.4158
INCY Incyte Health Care 19.1% 1.3864
URI United Rentals Industrials 19.1% 1.5960
CSX Position closed
CFG Position closed
2017-02-27 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.1% 2.2954
FCX Freeport-McMoRan Materials 20.0% 1.4961
TPL Texas Pacific Land Corporation Energy 20.0% 1.6808
CSX CSX Corporation Industrials 19.9% 1.5481
CFG Citizens Financial Group Financials 19.8% 1.4628
BAC Position closed
STLD Position closed
2017-02-21 BULL 5 positions
4 new 4 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.1% 2.3269
BAC Bank of America Financials 19.9% 1.3982
STLD Steel Dynamics Materials 19.9% 1.3933
CSX CSX Corporation Industrials 19.9% 1.4941
TPL Texas Pacific Land Corporation Energy 19.8% 1.7171
RF Position closed
FCX Position closed
TRGP Position closed
URI Position closed
2017-02-13 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
RF Regions Financial Corporation Financials 20.1% 1.4811
FCX Freeport-McMoRan Materials 20.0% 1.6821
AMD Advanced Micro Devices Information Technology 19.9% 2.6919
TRGP Targa Resources Energy 19.7% 1.9081
URI United Rentals Industrials 19.4% 1.5143
TPL Position closed
2017-02-06 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.0% 2.6412
RF Regions Financial Corporation Financials 20.0% 1.4895
TPL Texas Pacific Land Corporation Energy 20.0% 1.6499
FCX Freeport-McMoRan Materials 19.9% 1.5274
URI United Rentals Industrials 19.3% 1.5501
TRGP Position closed
2017-01-30 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
URI United Rentals Industrials 21.0% 1.5323
AMD Advanced Micro Devices Information Technology 20.1% 2.7213
FCX Freeport-McMoRan Materials 20.0% 1.5999
TRGP Targa Resources Energy 20.0% 1.7034
RF Regions Financial Corporation Financials 20.0% 1.4706
2017-01-23 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
RF Regions Financial Corporation Financials 20.1% 1.4648
FCX Freeport-McMoRan Materials 20.1% 1.6064
AMD Advanced Micro Devices Information Technology 20.0% 2.6639
TRGP Targa Resources Energy 19.9% 1.7369
URI United Rentals Industrials 19.0% 1.4058
BBY Position closed
2017-01-17 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FCX Freeport-McMoRan Materials 20.1% 1.8375
RF Regions Financial Corporation Financials 20.0% 1.4441
BBY Best Buy Consumer Discretionary 19.9% 1.4393
AMD Advanced Micro Devices Information Technology 19.9% 2.5383
TRGP Targa Resources Energy 19.6% 1.7014
TPL Position closed
URI Position closed
2017-01-09 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TPL Texas Pacific Land Corporation Energy 20.1% 1.6446
FCX Freeport-McMoRan Materials 20.0% 1.7715
URI United Rentals Industrials 20.0% 1.4385
AMD Advanced Micro Devices Information Technology 19.9% 2.2881
RF Regions Financial Corporation Financials 19.9% 1.4736
NVDA Position closed
DHR Position closed
2017-01-03 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TPL Texas Pacific Land Corporation Energy 20.1% 1.6876
FCX Freeport-McMoRan Materials 20.1% 1.5824
NVDA Nvidia Information Technology 20.0% 1.9828
DHR Danaher Corporation Health Care 20.0% 1.3932
RF Regions Financial Corporation Financials 19.9% 1.4138
KEY Position closed
2016-12-27 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NVDA Nvidia Information Technology 20.0% 2.0238
KEY KeyCorp Financials 20.0% 1.4025
TPL Texas Pacific Land Corporation Energy 19.9% 1.6485
FCX Freeport-McMoRan Materials 19.9% 1.6381
DHR Danaher Corporation Health Care 19.3% 1.4142
PWR Position closed
2016-12-19 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
NVDA Nvidia Information Technology 20.0% 1.9961
FCX Freeport-McMoRan Materials 20.0% 1.5177
PWR Quanta Services Industrials 20.0% 1.3555
DHR Danaher Corporation Health Care 19.9% 1.4698
TPL Texas Pacific Land Corporation Energy 19.8% 1.6248
AMD Position closed
STLD Position closed
DPZ Position closed
2016-12-12 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.0% 1.8156
DHR Danaher Corporation Health Care 19.9% 1.4672
TPL Texas Pacific Land Corporation Energy 19.9% 1.5393
STLD Steel Dynamics Materials 19.8% 1.3940
DPZ Domino's Consumer Discretionary 18.8% 1.3184
2016-12-05 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TPL Texas Pacific Land Corporation Energy 20.2% 1.5865
STLD Steel Dynamics Materials 20.1% 1.2502
AMD Advanced Micro Devices Information Technology 20.0% 1.8546
DHR Danaher Corporation Health Care 19.7% 1.4434
DPZ Domino's Consumer Discretionary 18.4% 1.3559
2016-11-28 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.0% 1.8853
STLD Steel Dynamics Materials 19.9% 1.2257
TPL Texas Pacific Land Corporation Energy 19.8% 1.7584
DHR Danaher Corporation Health Care 19.6% 1.4288
DPZ Domino's Consumer Discretionary 18.9% 1.3222
NDSN Position closed
2016-11-21 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.1% 1.9744
TPL Texas Pacific Land Corporation Energy 19.8% 1.7300
NDSN Nordson Corporation Industrials 19.7% 1.2629
DHR Danaher Corporation Health Care 19.6% 1.4570
DPZ Domino's Consumer Discretionary 18.5% 1.3339
ARES Position closed
ULTA Position closed
2016-11-14 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DHR Danaher Corporation Health Care 20.6% 1.4026
TPL Texas Pacific Land Corporation Energy 20.1% 1.6659
ARES Ares Management Financials 20.0% 1.2524
AMD Advanced Micro Devices Information Technology 20.0% 1.9662
ULTA Ulta Beauty Consumer Discretionary 17.8% 1.2643
ALB Position closed
NDSN Position closed
2016-11-07 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DHR Danaher Corporation Health Care 20.6% 1.4343
AMD Advanced Micro Devices Information Technology 20.0% 2.0379
ALB Albemarle Corporation Materials 19.9% 1.3054
TPL Texas Pacific Land Corporation Energy 19.9% 1.5597
NDSN Nordson Corporation Industrials 19.1% 1.2451
NEM Position closed
AXON Position closed
2016-10-31 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
DHR Danaher Corporation Health Care 20.3% 1.4340
NEM Newmont Materials 20.2% 1.3158
AMD Advanced Micro Devices Information Technology 20.0% 1.9802
AXON Axon Enterprise Industrials 19.9% 1.2604
TPL Texas Pacific Land Corporation Energy 19.7% 1.4881
CHTR Position closed
2016-10-24 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
DHR Danaher Corporation Health Care 20.3% 1.4182
TPL Texas Pacific Land Corporation Energy 20.3% 1.3432
AMD Advanced Micro Devices Information Technology 20.0% 1.9020
NEM Newmont Materials 19.9% 1.4475
CHTR Charter Communications Communication Services 18.6% 1.2960
2016-10-17 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NEM Newmont Materials 20.3% 1.4119
DHR Danaher Corporation Health Care 20.0% 1.4608
AMD Advanced Micro Devices Information Technology 20.0% 2.1073
TPL Texas Pacific Land Corporation Energy 19.8% 1.3525
CHTR Charter Communications Communication Services 19.3% 1.2602
OKE Position closed
EBAY Position closed
2016-10-10 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
DHR Danaher Corporation Health Care 20.4% 1.4727
OKE Oneok Energy 20.2% 1.3621
AMD Advanced Micro Devices Information Technology 20.0% 2.1658
EBAY eBay Inc. Consumer Discretionary 20.0% 1.2555
NEM Newmont Materials 19.8% 1.4532
NDSN Position closed
2016-10-03 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
OKE Oneok Energy 20.3% 1.3540
AMD Advanced Micro Devices Information Technology 20.0% 2.6340
DHR Danaher Corporation Health Care 19.8% 1.6665
NEM Newmont Materials 19.8% 1.5151
NDSN Nordson Corporation Industrials 19.4% 1.2681
ULTA Position closed
2016-09-26 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
OKE Oneok Energy 20.2% 1.3245
AMD Advanced Micro Devices Information Technology 20.0% 2.6645
DHR Danaher Corporation Health Care 19.9% 1.6372
NEM Newmont Materials 19.8% 1.5522
ULTA Ulta Beauty Consumer Discretionary 17.6% 1.2944
GRMN Position closed
2016-09-19 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
DHR Danaher Corporation Health Care 20.3% 1.6487
GRMN Garmin Consumer Discretionary 20.2% 1.3162
AMD Advanced Micro Devices Information Technology 20.0% 2.2568
OKE Oneok Energy 20.0% 1.2960
NEM Newmont Materials 19.7% 1.6839
2016-09-12 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
DHR Danaher Corporation Health Care 20.5% 1.6842
OKE Oneok Energy 20.2% 1.2600
NEM Newmont Materials 20.0% 1.8415
AMD Advanced Micro Devices Information Technology 20.0% 2.3978
GRMN Garmin Consumer Discretionary 19.8% 1.3317
ULTA Position closed
2016-09-06 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
NEM Newmont Materials 20.1% 1.7929
OKE Oneok Energy 20.0% 1.2828
AMD Advanced Micro Devices Information Technology 20.0% 2.4316
DHR Danaher Corporation Health Care 19.7% 1.6841
ULTA Ulta Beauty Consumer Discretionary 17.6% 1.3562
2016-08-29 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
DHR Danaher Corporation Health Care 20.2% 1.6653
OKE Oneok Energy 20.2% 1.3374
AMD Advanced Micro Devices Information Technology 20.1% 2.6908
NEM Newmont Materials 19.9% 1.7155
ULTA Ulta Beauty Consumer Discretionary 17.8% 1.3388
2016-08-22 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
OKE Oneok Energy 20.3% 1.5004
AMD Advanced Micro Devices Information Technology 20.0% 2.2368
NEM Newmont Materials 19.8% 1.5691
DHR Danaher Corporation Health Care 19.5% 1.6907
ULTA Ulta Beauty Consumer Discretionary 18.6% 1.3513
2016-08-15 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
OKE Oneok Energy 20.1% 1.5507
NEM Newmont Materials 20.1% 1.6315
AMD Advanced Micro Devices Information Technology 20.1% 2.2531
DHR Danaher Corporation Health Care 19.9% 1.6833
ULTA Ulta Beauty Consumer Discretionary 18.6% 1.3417
DLR Position closed
2016-08-08 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NEM Newmont Materials 20.3% 1.7469
OKE Oneok Energy 20.2% 1.4353
AMD Advanced Micro Devices Information Technology 20.1% 2.0439
DLR Digital Realty Real Estate 19.5% 1.3700
DHR Danaher Corporation Health Care 19.5% 1.7306
AWK Position closed
2016-08-01 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NEM Newmont Materials 20.4% 1.7350
AMD Advanced Micro Devices Information Technology 20.0% 2.1531
OKE Oneok Energy 19.8% 1.5064
DLR Digital Realty Real Estate 19.7% 1.4310
AWK American Water Works Utilities 19.4% 1.3283
EVRG Position closed
2016-07-25 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.0% 2.2018
OKE Oneok Energy 19.9% 1.4776
NEM Newmont Materials 19.8% 1.7687
EVRG Evergy Utilities 19.7% 1.3366
DLR Digital Realty Real Estate 19.6% 1.4007
WYNN Position closed
2016-07-18 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.1% 1.9764
OKE Oneok Energy 19.9% 1.5381
NEM Newmont Materials 19.9% 1.6807
WYNN Wynn Resorts Consumer Discretionary 19.9% 1.3480
EVRG Evergy Utilities 19.8% 1.3363
AMZN Position closed
2016-07-11 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.0% 1.8515
NEM Newmont Materials 20.0% 1.4989
OKE Oneok Energy 19.8% 1.5528
EVRG Evergy Utilities 19.7% 1.2866
AMZN Amazon Consumer Discretionary 19.6% 1.2846
NVDA Position closed
ULTA Position closed
2016-07-05 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NEM Newmont Materials 20.2% 1.4575
NVDA Nvidia Information Technology 20.0% 1.6690
OKE Oneok Energy 19.9% 1.5035
EVRG Evergy Utilities 19.7% 1.3450
ULTA Ulta Beauty Consumer Discretionary 18.7% 1.3066
DLR Position closed
2016-06-27 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NEM Newmont Materials 20.2% 1.4747
NVDA Nvidia Information Technology 20.0% 1.6015
EVRG Evergy Utilities 20.0% 1.2956
DLR Digital Realty Real Estate 19.9% 1.2763
OKE Oneok Energy 19.8% 1.5097
AWK Position closed
AMZN Position closed
2016-06-20 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
NVDA Nvidia Information Technology 20.0% 1.5582
AWK American Water Works Utilities 19.8% 1.2931
OKE Oneok Energy 19.7% 1.5294
NEM Newmont Materials 19.7% 1.4859
AMZN Amazon Consumer Discretionary 19.6% 1.2944
EW Position closed
AMD Position closed
TSN Position closed
2016-06-13 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NEM Newmont Materials 20.2% 1.4956
EW Edwards Lifesciences Health Care 20.0% 1.3492
AMD Advanced Micro Devices Information Technology 20.0% 1.5172
OKE Oneok Energy 19.9% 1.4793
TSN Tyson Foods Consumer Staples 19.4% 1.3429
EVRG Position closed
2016-06-06 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
NEM Newmont Materials 20.3% 1.4585
EW Edwards Lifesciences Health Care 20.0% 1.3559
AMD Advanced Micro Devices Information Technology 19.9% 1.5502
TSN Tyson Foods Consumer Staples 19.7% 1.3521
EVRG Evergy Utilities 19.5% 1.3345
2016-05-31 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AMD Advanced Micro Devices Information Technology 20.0% 1.5492
NEM Newmont Materials 19.8% 1.4580
EVRG Evergy Utilities 19.7% 1.2739
EW Edwards Lifesciences Health Care 19.6% 1.3815
TSN Tyson Foods Consumer Staples 19.4% 1.3047
NVDA Position closed
ULTA Position closed
2016-05-23 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NVDA Nvidia Information Technology 20.0% 1.3514
NEM Newmont Materials 19.9% 1.4399
EW Edwards Lifesciences Health Care 19.8% 1.4074
TSN Tyson Foods Consumer Staples 19.4% 1.2943
ULTA Ulta Beauty Consumer Discretionary 17.5% 1.2718
EVRG Position closed
2016-05-16 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NVDA Nvidia Information Technology 20.0% 1.4160
EVRG Evergy Utilities 19.9% 1.2499
EW Edwards Lifesciences Health Care 19.8% 1.4113
NEM Newmont Materials 19.7% 1.2572
TSN Tyson Foods Consumer Staples 19.3% 1.3607
DLR Position closed
2016-05-09 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DLR Digital Realty Real Estate 20.2% 1.2778
TSN Tyson Foods Consumer Staples 20.1% 1.4846
NVDA Nvidia Information Technology 20.0% 1.3898
EW Edwards Lifesciences Health Care 19.6% 1.4392
EVRG Evergy Utilities 19.5% 1.2650
NI Position closed
TTWO Position closed
2016-05-02 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NVDA Nvidia Information Technology 20.0% 1.3567
NI NiSource Utilities 20.0% 1.2563
TSN Tyson Foods Consumer Staples 19.9% 1.4853
TTWO Take-Two Interactive Communication Services 19.8% 1.2594
DLR Digital Realty Real Estate 19.5% 1.2733
NEM Position closed
FAST Position closed
2016-04-25 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NEM Newmont Materials 20.0% 1.2648
NVDA Nvidia Information Technology 20.0% 1.3414
FAST Fastenal Industrials 20.0% 1.2554
TSN Tyson Foods Consumer Staples 19.8% 1.5175
DLR Digital Realty Real Estate 19.8% 1.2587
ALGN Position closed
DPZ Position closed
2016-04-18 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NVDA Nvidia Information Technology 20.0% 1.2815
NEM Newmont Materials 20.0% 1.3471
TSN Tyson Foods Consumer Staples 19.5% 1.5064
ALGN Align Technology Health Care 19.0% 1.2773
DPZ Domino's Consumer Discretionary 18.8% 1.2596
DLR Position closed
2016-04-11 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NEM Newmont Materials 20.1% 1.3141
NVDA Nvidia Information Technology 20.0% 1.2611
TSN Tyson Foods Consumer Staples 19.7% 1.5239
DLR Digital Realty Real Estate 19.2% 1.2655
DPZ Domino's Consumer Discretionary 18.4% 1.2897
TTWO Position closed
2016-04-04 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NVDA Nvidia Information Technology 20.0% 1.3391
TTWO Take-Two Interactive Communication Services 19.7% 1.3047
NEM Newmont Materials 19.7% 1.4209
TSN Tyson Foods Consumer Staples 19.6% 1.5209
DPZ Domino's Consumer Discretionary 18.4% 1.2576
NDAQ Position closed
ATO Position closed
2016-03-28 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 14.1% 1.2610
NVDA Nvidia Information Technology 14.0% 1.3695
TSN Tyson Foods Consumer Staples 14.0% 1.5723
NEM Newmont Materials 13.8% 1.4538
ATO Atmos Energy Utilities 13.4% 1.2983
NI Position closed
O Position closed
2016-03-21 SIDEWAYS 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
NEM Newmont Materials 14.2% 1.3650
NI NiSource Utilities 13.9% 1.3262
NDAQ Nasdaq, Inc. Financials 13.9% 1.2806
TSN Tyson Foods Consumer Staples 13.7% 1.5051
O Realty Income Real Estate 13.7% 1.3122
TTWO Position closed
ATO Position closed
DLR Position closed
2016-03-14 SIDEWAYS 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
TSN Tyson Foods Consumer Staples 13.9% 1.5561
TTWO Take-Two Interactive Communication Services 13.8% 1.3009
NEM Newmont Materials 13.8% 1.4155
ATO Atmos Energy Utilities 13.2% 1.3799
DLR Digital Realty Real Estate 13.2% 1.3239
HRL Position closed
MCD Position closed
META Position closed
2016-03-07 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
HRL Hormel Foods Consumer Staples 5.8% 1.3534
MCD McDonald's Consumer Discretionary 5.8% 1.2786
DLR Digital Realty Real Estate 5.5% 1.3313
ATO Atmos Energy Utilities 5.3% 1.3354
META Meta Platforms Communication Services 5.0% 1.3179
FIX Position closed
FSLR Position closed
EXR Position closed
2016-02-29 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MCD McDonald's Consumer Discretionary 5.8% 1.3029
FIX Comfort Systems USA Industrials 5.8% 1.2893
HRL Hormel Foods Consumer Staples 5.7% 1.3335
FSLR First Solar Information Technology 5.7% 1.3365
EXR Extra Space Storage Real Estate 5.3% 1.3498
AMZN Position closed
ATO Position closed
2016-02-22 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
HRL Hormel Foods Consumer Staples 5.8% 1.3772
AMZN Amazon Consumer Discretionary 5.8% 1.3059
EXR Extra Space Storage Real Estate 5.6% 1.3091
ATO Atmos Energy Utilities 5.3% 1.2413
FSLR First Solar Information Technology 5.1% 1.3550
NVDA Position closed
MCD Position closed
GOOG Position closed
2016-02-16 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
HRL Hormel Foods Consumer Staples 6.1% 1.4437
NVDA Nvidia Information Technology 6.0% 1.3174
MCD McDonald's Consumer Discretionary 5.9% 1.2687
GOOG Alphabet Inc. (Class C) Communication Services 5.5% 1.2179
EXR Extra Space Storage Real Estate 5.4% 1.3638
2016-02-08 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
HRL Hormel Foods Consumer Staples 6.2% 1.3999
NVDA Nvidia Information Technology 6.0% 1.4975
MCD McDonald's Consumer Discretionary 5.9% 1.2430
GOOG Alphabet Inc. (Class C) Communication Services 5.5% 1.2507
EXR Extra Space Storage Real Estate 5.2% 1.3061
AMZN Position closed
FIX Position closed
2016-02-01 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NVDA Nvidia Information Technology 6.0% 1.5552
HRL Hormel Foods Consumer Staples 6.0% 1.3638
AMZN Amazon Consumer Discretionary 5.9% 1.5448
GOOG Alphabet Inc. (Class C) Communication Services 5.9% 1.2757
FIX Comfort Systems USA Industrials 5.9% 1.3134
LDOS Position closed
VLO Position closed
2016-01-25 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AMZN Amazon Consumer Discretionary 6.1% 1.6160
NVDA Nvidia Information Technology 6.0% 1.5631
HRL Hormel Foods Consumer Staples 6.0% 1.3954
LDOS Leidos Industrials 5.8% 1.3541
VLO Valero Energy Energy 5.5% 1.2861
FIX Position closed
NFLX Position closed
2016-01-19 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
FIX Comfort Systems USA Industrials 6.0% 1.4552
NVDA Nvidia Information Technology 6.0% 1.5533
NFLX Netflix Communication Services 5.9% 1.5743
AMZN Amazon Consumer Discretionary 5.9% 1.6199
HRL Hormel Foods Consumer Staples 5.6% 1.3764
2016-01-11 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AMZN Amazon Consumer Discretionary 6.2% 1.6918
FIX Comfort Systems USA Industrials 6.2% 1.5541
NFLX Netflix Communication Services 6.0% 1.7017
NVDA Nvidia Information Technology 6.0% 1.5859
HRL Hormel Foods Consumer Staples 5.6% 1.3618
GPN Position closed
2016-01-04 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
GPN Global Payments Financials 14.5% 1.4039
FIX Comfort Systems USA Industrials 14.3% 1.4497
AMZN Amazon Consumer Discretionary 14.1% 1.6412
NFLX Netflix Communication Services 14.1% 1.6563
NVDA Nvidia Information Technology 14.0% 1.5019
2015-12-28 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
NVDA Nvidia Information Technology 20.0% 1.4369
NFLX Netflix Communication Services 19.9% 1.6699
GPN Global Payments Financials 19.9% 1.4392
FIX Comfort Systems USA Industrials 19.8% 1.4921
AMZN Amazon Consumer Discretionary 19.6% 1.6641
2015-12-21 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
NVDA Nvidia Information Technology 20.0% 1.4219
NFLX Netflix Communication Services 19.9% 1.6466
FIX Comfort Systems USA Industrials 19.8% 1.4047
GPN Global Payments Financials 19.6% 1.4160
AMZN Amazon Consumer Discretionary 19.6% 1.6565
2015-12-14 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FIX Comfort Systems USA Industrials 14.4% 1.4565
GPN Global Payments Financials 14.3% 1.3958
NFLX Netflix Communication Services 14.2% 1.5544
AMZN Amazon Consumer Discretionary 14.1% 1.6751
NVDA Nvidia Information Technology 14.0% 1.4096
TYL Position closed
2015-12-07 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FIX Comfort Systems USA Industrials 20.1% 1.5006
AMZN Amazon Consumer Discretionary 20.0% 1.5714
NFLX Netflix Communication Services 19.9% 1.5336
TYL Tyler Technologies Information Technology 19.6% 1.3726
GPN Global Payments Financials 19.3% 1.3369
TKO Position closed
2015-11-30 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
AMZN Amazon Consumer Discretionary 20.0% 1.4875
TKO TKO Group Holdings Communication Services 19.9% 1.4303
TYL Tyler Technologies Information Technology 19.9% 1.4404
FIX Comfort Systems USA Industrials 19.9% 1.4924
GPN Global Payments Financials 19.7% 1.3633
2015-11-23 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
AMZN Amazon Consumer Discretionary 20.3% 1.4044
GPN Global Payments Financials 20.1% 1.3602
TKO TKO Group Holdings Communication Services 19.9% 1.3867
FIX Comfort Systems USA Industrials 19.7% 1.5428
TYL Tyler Technologies Information Technology 19.1% 1.4405
2015-11-16 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
AMZN Amazon Consumer Discretionary 20.5% 1.4388
TKO TKO Group Holdings Communication Services 20.0% 1.4242
FIX Comfort Systems USA Industrials 19.8% 1.5065
GPN Global Payments Financials 19.8% 1.3353
TYL Tyler Technologies Information Technology 19.5% 1.4186
NFLX Position closed
BLDR Position closed
EPAM Position closed
2015-11-09 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
AMZN Amazon Consumer Discretionary 20.4% 1.3979
NFLX Netflix Communication Services 20.0% 1.5354
BLDR Builders FirstSource Industrials 19.9% 1.5917
GPN Global Payments Financials 19.5% 1.3895
EPAM EPAM Systems Information Technology 19.3% 1.3980
DXCM Position closed
FIX Position closed
TYL Position closed
2015-11-02 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
AMZN Amazon Consumer Discretionary 20.0% 1.4203
DXCM Dexcom Health Care 20.0% 1.5039
NFLX Netflix Communication Services 19.9% 1.5349
FIX Comfort Systems USA Industrials 19.8% 1.4865
TYL Tyler Technologies Information Technology 19.5% 1.4283
BLDR Position closed
NCLH Position closed
GPN Position closed
2015-10-26 SIDEWAYS 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 13.9% 1.6622
DXCM Dexcom Health Care 13.9% 1.7014
NFLX Netflix Communication Services 13.9% 1.4725
NCLH Norwegian Cruise Line Holdings Consumer Discretionary 13.6% 1.4336
GPN Global Payments Financials 13.5% 1.3128
AMZN Position closed
FTNT Position closed
EA Position closed
2015-10-19 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 6.2% 1.7399
AMZN Amazon Consumer Discretionary 6.1% 1.4446
FTNT Fortinet Information Technology 6.1% 1.4405
BLDR Builders FirstSource Industrials 6.0% 1.8121
EA Electronic Arts Communication Services 6.0% 1.4722
TKO Position closed
2015-10-12 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AMZN Amazon Consumer Discretionary 6.3% 1.4494
BLDR Builders FirstSource Industrials 6.1% 2.0253
FTNT Fortinet Information Technology 6.0% 1.4446
TKO TKO Group Holdings Communication Services 5.8% 1.4288
DXCM Dexcom Health Care 5.8% 1.7274
NFLX Position closed
INCY Position closed
2015-10-05 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AMZN Amazon Consumer Discretionary 6.2% 1.4330
NFLX Netflix Communication Services 6.1% 1.5975
FTNT Fortinet Information Technology 6.0% 1.3684
BLDR Builders FirstSource Industrials 6.0% 2.2318
INCY Incyte Health Care 5.1% 1.7972
DXCM Position closed
2015-09-28 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 6.1% 1.7071
FTNT Fortinet Information Technology 5.9% 1.3847
BLDR Builders FirstSource Industrials 5.9% 2.0123
AMZN Amazon Consumer Discretionary 5.8% 1.4191
DXCM Dexcom Health Care 5.8% 1.7361
2015-09-21 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 6.3% 1.6825
AMZN Amazon Consumer Discretionary 6.1% 1.4214
FTNT Fortinet Information Technology 6.1% 1.4046
NFLX Netflix Communication Services 6.0% 1.7500
BLDR Builders FirstSource Industrials 6.0% 2.0627
2015-09-14 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 6.1% 1.6758
FTNT Fortinet Information Technology 6.1% 1.4182
NFLX Netflix Communication Services 6.1% 1.6469
BLDR Builders FirstSource Industrials 6.0% 1.9137
AMZN Amazon Consumer Discretionary 5.9% 1.3836
IBKR Position closed
2015-09-08 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 6.1% 1.6656
NFLX Netflix Communication Services 6.0% 1.7550
BLDR Builders FirstSource Industrials 6.0% 1.9220
FTNT Fortinet Information Technology 6.0% 1.4195
IBKR Interactive Brokers Financials 6.0% 1.4071
PANW Position closed
AMZN Position closed
2015-08-31 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
PANW Palo Alto Networks Information Technology 14.1% 1.5103
NFLX Netflix Communication Services 14.1% 1.4964
BLDR Builders FirstSource Industrials 14.0% 1.9565
AMZN Amazon Consumer Discretionary 13.9% 1.3800
DXCM Dexcom Health Care 13.7% 1.4677
INCY Position closed
IBKR Position closed
2015-08-24 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 14.6% 1.5405
PANW Palo Alto Networks Information Technology 14.4% 1.6290
NFLX Netflix Communication Services 14.1% 1.4949
BLDR Builders FirstSource Industrials 14.1% 1.8274
IBKR Interactive Brokers Financials 14.0% 1.4621
2015-08-17 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.9% 1.6103
NFLX Netflix Communication Services 19.9% 1.5793
IBKR Interactive Brokers Financials 19.9% 1.4799
PANW Palo Alto Networks Information Technology 19.8% 1.5597
BLDR Builders FirstSource Industrials 19.8% 1.6038
EA Position closed
2015-08-10 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
EA Electronic Arts Communication Services 20.9% 1.4783
IBKR Interactive Brokers Financials 20.1% 1.4705
BLDR Builders FirstSource Industrials 20.0% 1.6591
PANW Palo Alto Networks Information Technology 19.9% 1.5501
INCY Incyte Health Care 19.2% 1.5698
CNC Position closed
2015-08-03 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
IBKR Interactive Brokers Financials 20.0% 1.4508
EA Electronic Arts Communication Services 19.9% 1.4082
BLDR Builders FirstSource Industrials 19.9% 1.7693
PANW Palo Alto Networks Information Technology 19.8% 1.5217
CNC Centene Corporation Health Care 19.6% 1.6065
INCY Position closed
NFLX Position closed
2015-07-27 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PANW Palo Alto Networks Information Technology 14.3% 1.5262
INCY Incyte Health Care 14.1% 1.4652
NFLX Netflix Communication Services 14.1% 1.4194
IBKR Interactive Brokers Financials 14.0% 1.4374
BLDR Builders FirstSource Industrials 14.0% 1.8220
AXON Position closed
2015-07-20 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 15.0% 1.5449
PANW Palo Alto Networks Information Technology 14.3% 1.6193
NFLX Netflix Communication Services 14.0% 1.5336
IBKR Interactive Brokers Financials 14.0% 1.4635
AXON Axon Enterprise Industrials 13.9% 1.8759
2015-07-13 SIDEWAYS 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 15.0% 1.5056
NFLX Netflix Communication Services 14.0% 1.6387
PANW Palo Alto Networks Information Technology 14.0% 1.5585
IBKR Interactive Brokers Financials 13.9% 1.3623
AXON Axon Enterprise Industrials 13.6% 1.8303
SWKS Position closed
BLDR Position closed
GPN Position closed
2015-07-06 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 14.6% 1.5018
SWKS Skyworks Solutions Information Technology 14.2% 1.5433
BLDR Builders FirstSource Industrials 14.2% 1.6909
NFLX Netflix Communication Services 14.1% 1.4961
GPN Global Payments Financials 14.0% 1.2636
SW Position closed
2015-06-29 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 20.1% 1.7252
NFLX Netflix Communication Services 20.1% 1.5312
SWKS Skyworks Solutions Information Technology 20.0% 1.5719
SW Smurfit Westrock Materials 20.0% 1.2797
INCY Incyte Health Care 19.3% 1.4787
VMC Position closed
2015-06-22 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
SWKS Skyworks Solutions Information Technology 20.3% 1.5003
BLDR Builders FirstSource Industrials 20.1% 1.7998
NFLX Netflix Communication Services 20.0% 1.5040
VMC Vulcan Materials Company Materials 19.9% 1.2598
INCY Incyte Health Care 19.5% 1.4498
LULU Position closed
2015-06-15 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 20.2% 1.7786
SWKS Skyworks Solutions Information Technology 20.1% 1.4523
NFLX Netflix Communication Services 19.9% 1.4219
LULU Lululemon Athletica Consumer Discretionary 19.4% 1.3243
INCY Incyte Health Care 19.1% 1.4234
EA Position closed
MNST Position closed
2015-06-08 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 20.0% 1.8249
INCY Incyte Health Care 20.0% 1.4191
EA Electronic Arts Communication Services 20.0% 1.3548
MNST Monster Beverage Consumer Staples 19.8% 1.4377
SWKS Skyworks Solutions Information Technology 19.6% 1.4776
NFLX Position closed
2015-06-01 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
SWKS Skyworks Solutions Information Technology 20.6% 1.5113
INCY Incyte Health Care 20.1% 1.4805
NFLX Netflix Communication Services 20.0% 1.3485
BLDR Builders FirstSource Industrials 19.9% 1.8779
MNST Monster Beverage Consumer Staples 19.7% 1.3686
ULTA Position closed
2015-05-26 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
SWKS Skyworks Solutions Information Technology 20.9% 1.5765
INCY Incyte Health Care 20.0% 1.5962
BLDR Builders FirstSource Industrials 19.9% 1.9172
MNST Monster Beverage Consumer Staples 19.9% 1.3996
ULTA Ulta Beauty Consumer Discretionary 18.0% 1.3289
NFLX Position closed
2015-05-18 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
SWKS Skyworks Solutions Information Technology 20.5% 1.6154
NFLX Netflix Communication Services 20.0% 1.3608
MNST Monster Beverage Consumer Staples 19.9% 1.3826
BLDR Builders FirstSource Industrials 19.9% 2.0051
INCY Incyte Health Care 19.8% 1.5016
AXON Position closed
CNC Position closed
LULU Position closed
2015-05-11 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 19.9% 1.4617
AXON Axon Enterprise Industrials 19.9% 1.4607
CNC Centene Corporation Health Care 19.7% 1.5295
SWKS Skyworks Solutions Information Technology 19.5% 1.6810
LULU Lululemon Athletica Consumer Discretionary 19.2% 1.4113
EA Position closed
NCLH Position closed
2015-05-04 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
SWKS Skyworks Solutions Information Technology 20.3% 1.6728
EA Electronic Arts Communication Services 20.2% 1.4399
MNST Monster Beverage Consumer Staples 20.1% 1.4515
NCLH Norwegian Cruise Line Holdings Consumer Discretionary 19.9% 1.3948
CNC Centene Corporation Health Care 19.7% 1.5809
2015-04-27 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
EA Electronic Arts Communication Services 20.1% 1.4983
MNST Monster Beverage Consumer Staples 20.0% 1.4351
CNC Centene Corporation Health Care 19.8% 1.5823
NCLH Norwegian Cruise Line Holdings Consumer Discretionary 19.4% 1.3420
SWKS Skyworks Solutions Information Technology 19.0% 1.6726
2015-04-20 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
EA Electronic Arts Communication Services 20.2% 1.4841
MNST Monster Beverage Consumer Staples 20.0% 1.4422
NCLH Norwegian Cruise Line Holdings Consumer Discretionary 20.0% 1.4213
CNC Centene Corporation Health Care 19.7% 1.6798
SWKS Skyworks Solutions Information Technology 19.3% 1.8489
LUV Position closed
2015-04-13 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
LUV Southwest Airlines Industrials 20.1% 1.3642
EA Electronic Arts Communication Services 20.1% 1.5025
MNST Monster Beverage Consumer Staples 19.9% 1.4524
SWKS Skyworks Solutions Information Technology 19.9% 1.7608
CNC Centene Corporation Health Care 19.7% 1.5761
2015-04-06 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
EA Electronic Arts Communication Services 20.3% 1.5043
MNST Monster Beverage Consumer Staples 20.2% 1.5023
LUV Southwest Airlines Industrials 19.6% 1.3236
CNC Centene Corporation Health Care 19.6% 1.4845
SWKS Skyworks Solutions Information Technology 19.6% 1.6774
INCY Position closed
2015-03-30 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
EA Electronic Arts Communication Services 20.1% 1.5010
MNST Monster Beverage Consumer Staples 19.9% 1.3349
LUV Southwest Airlines Industrials 19.7% 1.3212
SWKS Skyworks Solutions Information Technology 19.5% 1.5932
INCY Incyte Health Care 19.4% 1.4728
CNC Position closed
AXON Position closed
KR Position closed
2015-03-23 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CNC Centene Corporation Health Care 20.1% 1.4106
SWKS Skyworks Solutions Information Technology 20.0% 1.4844
AXON Axon Enterprise Industrials 19.9% 1.3358
KR Kroger Consumer Staples 19.8% 1.3179
EA Electronic Arts Communication Services 19.5% 1.4600
LULU Position closed
2015-03-16 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CNC Centene Corporation Health Care 20.2% 1.4549
KR Kroger Consumer Staples 19.8% 1.3288
EA Electronic Arts Communication Services 19.5% 1.4215
SWKS Skyworks Solutions Information Technology 19.5% 1.5541
LULU Lululemon Athletica Consumer Discretionary 19.5% 1.3484
LUV Position closed
2015-03-09 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CNC Centene Corporation Health Care 20.0% 1.4512
LUV Southwest Airlines Industrials 19.9% 1.4229
EA Electronic Arts Communication Services 19.7% 1.4591
LULU Lululemon Athletica Consumer Discretionary 19.7% 1.4404
SWKS Skyworks Solutions Information Technology 19.1% 1.6075
KR Position closed
2015-03-02 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
LUV Southwest Airlines Industrials 20.0% 1.5250
KR Kroger Consumer Staples 19.9% 1.3920
CNC Centene Corporation Health Care 19.8% 1.4169
EA Electronic Arts Communication Services 19.4% 1.5104
SWKS Skyworks Solutions Information Technology 19.1% 1.6652
AXON Position closed
LULU Position closed
2015-02-23 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
SWKS Skyworks Solutions Information Technology 14.9% 1.5697
AXON Axon Enterprise Industrials 14.4% 1.4459
CNC Centene Corporation Health Care 13.9% 1.3927
KR Kroger Consumer Staples 13.7% 1.3402
LULU Lululemon Athletica Consumer Discretionary 13.5% 1.3451
EW Position closed
MNST Position closed
2015-02-17 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
SWKS Skyworks Solutions Information Technology 14.6% 1.5169
AXON Axon Enterprise Industrials 14.1% 1.5910
EW Edwards Lifesciences Health Care 14.1% 1.4143
MNST Monster Beverage Consumer Staples 13.9% 1.4259
LULU Lululemon Athletica Consumer Discretionary 13.7% 1.3778
EA Position closed
2015-02-09 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
SWKS Skyworks Solutions Information Technology 14.3% 1.5220
EW Edwards Lifesciences Health Care 14.2% 1.3698
EA Electronic Arts Communication Services 14.2% 1.3440
AXON Axon Enterprise Industrials 14.1% 1.6131
MNST Monster Beverage Consumer Staples 14.0% 1.4702
2015-02-02 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
SWKS Skyworks Solutions Information Technology 14.6% 1.5446
AXON Axon Enterprise Industrials 14.3% 1.6930
EA Electronic Arts Communication Services 14.2% 1.3477
EW Edwards Lifesciences Health Care 14.1% 1.3682
MNST Monster Beverage Consumer Staples 14.0% 1.3674
2015-01-26 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
EA Electronic Arts Communication Services 20.3% 1.4140
SWKS Skyworks Solutions Information Technology 20.3% 1.5801
AXON Axon Enterprise Industrials 20.0% 1.7104
MNST Monster Beverage Consumer Staples 20.0% 1.3926
EW Edwards Lifesciences Health Care 19.8% 1.4670
2015-01-20 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
EA Electronic Arts Communication Services 20.4% 1.4776
SWKS Skyworks Solutions Information Technology 20.2% 1.5973
AXON Axon Enterprise Industrials 20.1% 1.5775
MNST Monster Beverage Consumer Staples 19.7% 1.3898
EW Edwards Lifesciences Health Care 19.7% 1.4410
RCL Position closed
2015-01-12 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
SWKS Skyworks Solutions Information Technology 20.3% 1.6399
EW Edwards Lifesciences Health Care 20.3% 1.4693
EA Electronic Arts Communication Services 20.2% 1.3994
AXON Axon Enterprise Industrials 19.8% 1.5578
RCL Royal Caribbean Group Consumer Discretionary 19.3% 1.3837
LUV Position closed
MNST Position closed
2015-01-05 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
SWKS Skyworks Solutions Information Technology 20.5% 1.5495
EA Electronic Arts Communication Services 20.3% 1.3207
LUV Southwest Airlines Industrials 20.2% 1.5073
MNST Monster Beverage Consumer Staples 20.1% 1.3795
EW Edwards Lifesciences Health Care 20.0% 1.4830
2014-12-29 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
SWKS Skyworks Solutions Information Technology 20.5% 1.5292
EA Electronic Arts Communication Services 20.4% 1.3237
MNST Monster Beverage Consumer Staples 20.2% 1.3936
LUV Southwest Airlines Industrials 20.1% 1.4336
EW Edwards Lifesciences Health Care 20.0% 1.4410
2014-12-22 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
SWKS Skyworks Solutions Information Technology 20.7% 1.4920
EA Electronic Arts Communication Services 20.3% 1.2987
MNST Monster Beverage Consumer Staples 20.2% 1.3675
EW Edwards Lifesciences Health Care 20.0% 1.4463
LUV Southwest Airlines Industrials 19.6% 1.4786
VRTX Position closed
2014-12-15 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
EA Electronic Arts Communication Services 20.2% 1.2985
LUV Southwest Airlines Industrials 20.1% 1.4848
MNST Monster Beverage Consumer Staples 20.0% 1.3951
SWKS Skyworks Solutions Information Technology 19.9% 1.4238
VRTX Vertex Pharmaceuticals Health Care 18.9% 1.4989
EW Position closed
SMCI Position closed
2014-12-08 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
LUV Southwest Airlines Industrials 20.5% 1.4146
EW Edwards Lifesciences Health Care 20.1% 1.4398
EA Electronic Arts Communication Services 20.1% 1.2999
MNST Monster Beverage Consumer Staples 20.0% 1.3117
SMCI Supermicro Information Technology 20.0% 1.4345
2014-12-01 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.0% 1.3503
SMCI Supermicro Information Technology 20.0% 1.5350
LUV Southwest Airlines Industrials 20.0% 1.3327
EW Edwards Lifesciences Health Care 20.0% 1.4556
EA Electronic Arts Communication Services 19.7% 1.2460
PANW Position closed
VRTX Position closed
META Position closed
2014-11-24 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
PANW Palo Alto Networks Information Technology 20.1% 1.6836
MNST Monster Beverage Consumer Staples 19.9% 1.3838
VRTX Vertex Pharmaceuticals Health Care 19.6% 1.3918
LUV Southwest Airlines Industrials 19.6% 1.3426
META Meta Platforms Communication Services 19.6% 1.3066
2014-11-17 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.2% 1.3084
LUV Southwest Airlines Industrials 20.0% 1.3288
PANW Palo Alto Networks Information Technology 19.8% 1.6949
META Meta Platforms Communication Services 19.7% 1.2391
VRTX Vertex Pharmaceuticals Health Care 19.3% 1.4455
TSLA Position closed
2014-11-10 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.2% 1.3928
LUV Southwest Airlines Industrials 20.1% 1.3262
TSLA Tesla, Inc. Consumer Discretionary 19.9% 1.3640
PANW Palo Alto Networks Information Technology 19.9% 1.7332
VRTX Vertex Pharmaceuticals Health Care 18.5% 1.4494
TPL Position closed
2014-11-03 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.1% 1.3570
LUV Southwest Airlines Industrials 20.0% 1.3901
PANW Palo Alto Networks Information Technology 19.9% 1.5894
TPL Texas Pacific Land Corporation Energy 19.8% 1.4394
VRTX Vertex Pharmaceuticals Health Care 18.7% 1.3445
SWKS Position closed
2014-10-27 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
LUV Southwest Airlines Industrials 20.4% 1.4340
MNST Monster Beverage Consumer Staples 20.0% 1.3293
SWKS Skyworks Solutions Information Technology 20.0% 1.5502
TPL Texas Pacific Land Corporation Energy 19.8% 1.5134
VRTX Vertex Pharmaceuticals Health Care 19.0% 1.3732
RCL Position closed
2014-10-20 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
RCL Royal Caribbean Group Consumer Discretionary 20.4% 1.3342
LUV Southwest Airlines Industrials 20.1% 1.5221
MNST Monster Beverage Consumer Staples 19.9% 1.3038
TPL Texas Pacific Land Corporation Energy 19.8% 1.4879
SWKS Skyworks Solutions Information Technology 19.4% 1.5387
GILD Position closed
PANW Position closed
2014-10-13 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
GILD Gilead Sciences Health Care 21.1% 1.3673
MNST Monster Beverage Consumer Staples 20.1% 1.3298
LUV Southwest Airlines Industrials 20.1% 1.4903
PANW Palo Alto Networks Information Technology 19.9% 1.5348
RCL Royal Caribbean Group Consumer Discretionary 19.9% 1.3172
SWKS Position closed
TPL Position closed
2014-10-06 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
LUV Southwest Airlines Industrials 20.5% 1.4518
SWKS Skyworks Solutions Information Technology 20.2% 1.4961
MNST Monster Beverage Consumer Staples 19.9% 1.3027
TPL Texas Pacific Land Corporation Energy 19.9% 1.8461
GILD Gilead Sciences Health Care 19.5% 1.3508
STLD Position closed
2014-09-29 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
SWKS Skyworks Solutions Information Technology 20.7% 1.4863
STLD Steel Dynamics Materials 19.9% 1.2404
TPL Texas Pacific Land Corporation Energy 19.9% 1.5862
LUV Southwest Airlines Industrials 19.7% 1.4523
GILD Gilead Sciences Health Care 18.9% 1.3943
MNST Position closed
UHS Position closed
2014-09-22 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TPL Texas Pacific Land Corporation Energy 20.2% 1.5483
MNST Monster Beverage Consumer Staples 19.8% 1.2485
SWKS Skyworks Solutions Information Technology 19.8% 1.4939
LUV Southwest Airlines Industrials 19.8% 1.4477
UHS Universal Health Services Health Care 18.7% 1.2955
HCA Position closed
DECK Position closed
2014-09-15 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
HCA HCA Healthcare Health Care 20.3% 1.3200
LUV Southwest Airlines Industrials 20.2% 1.3737
DECK Deckers Brands Consumer Discretionary 19.8% 1.2379
TPL Texas Pacific Land Corporation Energy 19.7% 1.4975
SWKS Skyworks Solutions Information Technology 19.4% 1.4760
EXPE Position closed
TRGP Position closed
2014-09-08 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
LUV Southwest Airlines Industrials 20.3% 1.3731
SWKS Skyworks Solutions Information Technology 20.1% 1.4378
HCA HCA Healthcare Health Care 19.8% 1.3437
EXPE Expedia Group Consumer Discretionary 19.8% 1.2363
TRGP Targa Resources Energy 19.7% 1.3701
FANG Position closed
CMG Position closed
2014-09-02 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FANG Diamondback Energy Energy 20.1% 1.3467
LUV Southwest Airlines Industrials 20.0% 1.3960
CMG Chipotle Mexican Grill Consumer Discretionary 20.0% 1.2460
SWKS Skyworks Solutions Information Technology 19.7% 1.3998
HCA HCA Healthcare Health Care 19.5% 1.2780
MU Position closed
META Position closed
2014-08-25 BULL 5 positions
4 new 4 exited
Ticker Company Sector Weight RSL Score
MU Micron Technology Information Technology 20.5% 1.5020
META Meta Platforms Communication Services 20.0% 1.2403
CMG Chipotle Mexican Grill Consumer Discretionary 19.9% 1.2061
FANG Diamondback Energy Energy 19.8% 1.4311
LUV Southwest Airlines Industrials 19.6% 1.3730
NFLX Position closed
URI Position closed
HCA Position closed
TRGP Position closed
2014-08-18 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MU Micron Technology Information Technology 20.2% 1.4772
NFLX Netflix Communication Services 20.1% 1.1821
URI United Rentals Industrials 19.6% 1.3618
HCA HCA Healthcare Health Care 19.6% 1.1971
TRGP Targa Resources Energy 19.3% 1.4488
MAR Position closed
2014-08-11 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.1% 1.2078
MU Micron Technology Information Technology 20.0% 1.4731
TRGP Targa Resources Energy 19.7% 1.4752
MAR Marriott International Consumer Discretionary 19.5% 1.2315
URI United Rentals Industrials 19.4% 1.3294
LUV Position closed
TAP Position closed
FANG Position closed
2014-08-04 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.0% 1.2898
MU Micron Technology Information Technology 19.7% 1.5680
LUV Southwest Airlines Industrials 19.7% 1.3213
TAP Molson Coors Beverage Company Consumer Staples 19.7% 1.2365
FANG Diamondback Energy Energy 19.0% 1.5075
META Position closed
TSLA Position closed
2014-07-28 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 21.1% 1.3079
TSLA Tesla, Inc. Consumer Discretionary 20.0% 1.3389
MU Micron Technology Information Technology 19.8% 1.5364
LUV Southwest Airlines Industrials 19.6% 1.3228
FANG Diamondback Energy Energy 19.6% 1.6834
SWKS Position closed
DAL Position closed
2014-07-21 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 20.9% 1.4371
SWKS Skyworks Solutions Information Technology 20.3% 1.5667
TSLA Tesla, Inc. Consumer Discretionary 19.8% 1.3356
DAL Delta Air Lines Industrials 19.6% 1.3314
FANG Diamondback Energy Energy 19.4% 1.6920
GRMN Position closed
2014-07-14 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 21.0% 1.4476
DAL Delta Air Lines Industrials 20.3% 1.4288
SWKS Skyworks Solutions Information Technology 20.2% 1.6133
GRMN Garmin Consumer Discretionary 19.9% 1.2849
FANG Diamondback Energy Energy 19.6% 1.6518
INCY Position closed
2014-07-07 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 20.2% 1.4402
SWKS Skyworks Solutions Information Technology 20.1% 1.5680
DAL Delta Air Lines Industrials 20.0% 1.5328
FANG Diamondback Energy Energy 19.7% 1.5036
INCY Incyte Health Care 19.5% 1.2884
TSLA Position closed
TPL Position closed
2014-06-30 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 20.2% 1.4248
TSLA Tesla, Inc. Consumer Discretionary 20.2% 1.3090
SWKS Skyworks Solutions Information Technology 20.0% 1.4425
DAL Delta Air Lines Industrials 19.8% 1.4646
TPL Texas Pacific Land Corporation Energy 19.8% 1.5153
FANG Position closed
2014-06-23 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FANG Diamondback Energy Energy 21.2% 1.5199
DAL Delta Air Lines Industrials 19.9% 1.4363
TSLA Tesla, Inc. Consumer Discretionary 19.9% 1.3004
SWKS Skyworks Solutions Information Technology 19.7% 1.3873
META Meta Platforms Communication Services 19.5% 1.3675
INCY Position closed
2014-06-16 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FANG Diamondback Energy Energy 21.1% 1.4869
SWKS Skyworks Solutions Information Technology 19.7% 1.4131
DAL Delta Air Lines Industrials 19.5% 1.4141
INCY Incyte Health Care 19.5% 1.4324
META Meta Platforms Communication Services 19.5% 1.4055
AVGO Position closed
TSLA Position closed
2014-06-09 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FANG Diamondback Energy Energy 20.8% 1.5150
DAL Delta Air Lines Industrials 20.3% 1.4521
AVGO Broadcom Information Technology 19.9% 1.3922
TSLA Tesla, Inc. Consumer Discretionary 19.8% 1.3676
META Meta Platforms Communication Services 19.5% 1.3948
MU Position closed
2014-06-02 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FANG Diamondback Energy Energy 20.8% 1.4270
DAL Delta Air Lines Industrials 20.2% 1.3751
META Meta Platforms Communication Services 20.1% 1.4458
TSLA Tesla, Inc. Consumer Discretionary 19.9% 1.4632
MU Micron Technology Information Technology 19.9% 1.4184
NXPI Position closed
2014-05-27 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
META Meta Platforms Communication Services 20.4% 1.4382
TSLA Tesla, Inc. Consumer Discretionary 20.1% 1.5574
NXPI NXP Semiconductors Information Technology 19.9% 1.4931
FANG Diamondback Energy Energy 19.8% 1.5524
DAL Delta Air Lines Industrials 19.8% 1.3818
TSN Position closed
2014-05-19 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FANG Diamondback Energy Energy 20.5% 1.5118
TSLA Tesla, Inc. Consumer Discretionary 20.1% 1.4499
NXPI NXP Semiconductors Information Technology 20.0% 1.3687
TSN Tyson Foods Consumer Staples 20.0% 1.3785
META Meta Platforms Communication Services 19.8% 1.3810
INCY Position closed
TKO Position closed
2014-05-12 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FANG Diamondback Energy Energy 20.8% 1.4732
INCY Incyte Health Care 20.3% 1.4034
TSLA Tesla, Inc. Consumer Discretionary 20.0% 1.7499
TKO TKO Group Holdings Communication Services 19.9% 1.6736
NXPI NXP Semiconductors Information Technology 19.7% 1.4075
MU Position closed
2014-05-05 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FANG Diamondback Energy Energy 20.4% 1.5248
TSLA Tesla, Inc. Consumer Discretionary 20.2% 2.0677
TKO TKO Group Holdings Communication Services 19.8% 2.1590
MU Micron Technology Information Technology 19.7% 1.5239
INCY Incyte Health Care 19.3% 1.4529
NXPI Position closed
DAL Position closed
2014-04-28 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FANG Diamondback Energy Energy 20.5% 1.5125
NXPI NXP Semiconductors Information Technology 20.1% 1.5313
TSLA Tesla, Inc. Consumer Discretionary 20.1% 1.9817
TKO TKO Group Holdings Communication Services 19.8% 2.1293
DAL Delta Air Lines Industrials 19.6% 1.3784
DXCM Position closed
2014-04-21 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
FANG Diamondback Energy Energy 20.9% 1.4955
TKO TKO Group Holdings Communication Services 20.3% 2.4936
TSLA Tesla, Inc. Consumer Discretionary 19.9% 2.2407
DXCM Dexcom Health Care 19.9% 1.7576
NXPI NXP Semiconductors Information Technology 19.4% 1.5438
2014-04-14 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FANG Diamondback Energy Energy 20.9% 1.5656
TSLA Tesla, Inc. Consumer Discretionary 20.0% 2.5116
DXCM Dexcom Health Care 19.9% 1.7173
TKO TKO Group Holdings Communication Services 19.8% 2.4420
NXPI NXP Semiconductors Information Technology 19.3% 1.4715
INCY Position closed
MU Position closed
2014-04-07 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.2% 2.6653
INCY Incyte Health Care 20.1% 1.7485
FANG Diamondback Energy Energy 20.1% 1.5257
TKO TKO Group Holdings Communication Services 20.0% 2.4311
MU Micron Technology Information Technology 19.7% 1.5301
AXON Position closed
2014-03-31 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FANG Diamondback Energy Energy 20.1% 1.5191
INCY Incyte Health Care 20.0% 1.7776
AXON Axon Enterprise Industrials 19.9% 1.5500
TSLA Tesla, Inc. Consumer Discretionary 19.9% 2.8246
TKO TKO Group Holdings Communication Services 19.7% 1.9442
MU Position closed
2014-03-24 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
FANG Diamondback Energy Energy 20.3% 1.6057
MU Micron Technology Information Technology 20.2% 1.6507
TKO TKO Group Holdings Communication Services 20.2% 2.2078
TSLA Tesla, Inc. Consumer Discretionary 19.9% 2.4714
INCY Incyte Health Care 19.7% 1.7865
2014-03-17 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TKO TKO Group Holdings Communication Services 20.3% 2.0363
TSLA Tesla, Inc. Consumer Discretionary 19.9% 2.3418
MU Micron Technology Information Technology 19.8% 1.5930
FANG Diamondback Energy Energy 19.5% 1.4590
INCY Incyte Health Care 19.4% 1.8467
DAL Position closed
2014-03-10 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
DAL Delta Air Lines Industrials 20.4% 1.4100
TKO TKO Group Holdings Communication Services 20.1% 2.0940
TSLA Tesla, Inc. Consumer Discretionary 19.9% 2.0883
MU Micron Technology Information Technology 19.9% 1.6401
INCY Incyte Health Care 19.4% 1.8278
2014-03-03 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
DAL Delta Air Lines Industrials 20.1% 1.4527
TSLA Tesla, Inc. Consumer Discretionary 20.1% 2.2291
INCY Incyte Health Care 19.9% 1.8905
TKO TKO Group Holdings Communication Services 19.9% 1.9784
MU Micron Technology Information Technology 19.8% 1.7057
2014-02-24 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
DAL Delta Air Lines Industrials 20.3% 1.5613
TSLA Tesla, Inc. Consumer Discretionary 20.1% 2.1910
MU Micron Technology Information Technology 20.0% 1.7753
TKO TKO Group Holdings Communication Services 19.9% 1.8168
INCY Incyte Health Care 19.1% 1.8430
2014-02-18 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.1% 1.9169
MU Micron Technology Information Technology 19.9% 1.7021
DAL Delta Air Lines Industrials 19.9% 1.4780
TKO TKO Group Holdings Communication Services 19.8% 1.6349
INCY Incyte Health Care 19.2% 2.0372
AXON Position closed
STZ Position closed
2014-02-10 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MU Micron Technology Information Technology 20.1% 1.8257
TSLA Tesla, Inc. Consumer Discretionary 20.0% 1.6826
INCY Incyte Health Care 20.0% 1.9570
AXON Axon Enterprise Industrials 19.9% 1.6276
STZ Constellation Brands Consumer Staples 19.8% 1.4746
TKO Position closed
HII Position closed
2014-02-03 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.1% 1.7454
MU Micron Technology Information Technology 19.9% 1.6832
INCY Incyte Health Care 19.8% 1.7945
TKO TKO Group Holdings Communication Services 19.7% 1.4981
HII Huntington Ingalls Industries Industrials 19.1% 1.3918
NFLX Position closed
FANG Position closed
2014-01-27 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.3% 1.9061
NFLX Netflix Communication Services 20.1% 1.5670
FANG Diamondback Energy Energy 19.9% 1.4408
TSLA Tesla, Inc. Consumer Discretionary 19.9% 1.7213
MU Micron Technology Information Technology 19.8% 1.6720
AXON Position closed
2014-01-21 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.9% 1.7831
TSLA Tesla, Inc. Consumer Discretionary 20.1% 1.9495
NFLX Netflix Communication Services 20.0% 1.9058
AXON Axon Enterprise Industrials 19.7% 1.4270
MU Micron Technology Information Technology 19.6% 1.7918
2014-01-13 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.5% 1.7519
MU Micron Technology Information Technology 20.4% 1.8418
TSLA Tesla, Inc. Consumer Discretionary 20.0% 1.7865
NFLX Netflix Communication Services 19.9% 1.8401
AXON Axon Enterprise Industrials 19.8% 1.4484
FANG Position closed
2014-01-06 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.3% 1.7104
NFLX Netflix Communication Services 20.0% 1.8959
FANG Diamondback Energy Energy 20.0% 1.5063
TSLA Tesla, Inc. Consumer Discretionary 19.9% 1.7935
MU Micron Technology Information Technology 19.7% 1.7179
BBY Position closed
2013-12-30 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
FANG Diamondback Energy Energy 20.2% 1.5793
INCY Incyte Health Care 20.1% 1.8577
MU Micron Technology Information Technology 19.9% 1.6528
NFLX Netflix Communication Services 19.9% 1.9211
BBY Best Buy Consumer Discretionary 19.6% 1.7061
2013-12-23 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FANG Diamondback Energy Energy 20.7% 1.5139
INCY Incyte Health Care 20.1% 1.9424
NFLX Netflix Communication Services 20.0% 1.8305
MU Micron Technology Information Technology 19.8% 1.5229
BBY Best Buy Consumer Discretionary 19.5% 1.6719
TSLA Position closed
AXON Position closed
2013-12-16 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.2% 1.8233
NFLX Netflix Communication Services 20.1% 1.7895
INCY Incyte Health Care 19.9% 1.7817
FANG Diamondback Energy Energy 19.8% 1.6589
AXON Axon Enterprise Industrials 19.7% 1.6381
MU Position closed
2013-12-09 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.1% 2.0018
MU Micron Technology Information Technology 20.1% 1.5108
NFLX Netflix Communication Services 20.0% 1.8972
FANG Diamondback Energy Energy 19.9% 1.6835
AXON Axon Enterprise Industrials 19.8% 1.5774
2013-12-02 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.1% 1.8673
TSLA Tesla, Inc. Consumer Discretionary 20.1% 2.1573
MU Micron Technology Information Technology 20.0% 1.6557
AXON Axon Enterprise Industrials 19.8% 1.6541
FANG Diamondback Energy Energy 19.8% 1.6979
DAL Position closed
2013-11-25 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MU Micron Technology Information Technology 20.3% 1.6441
NFLX Netflix Communication Services 20.1% 1.9613
TSLA Tesla, Inc. Consumer Discretionary 20.0% 2.3282
FANG Diamondback Energy Energy 19.7% 1.7610
DAL Delta Air Lines Industrials 19.6% 1.5777
INCY Position closed
2013-11-18 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MU Micron Technology Information Technology 20.4% 1.7191
NFLX Netflix Communication Services 20.1% 1.9136
TSLA Tesla, Inc. Consumer Discretionary 19.9% 2.6655
FANG Diamondback Energy Energy 19.7% 1.7058
INCY Incyte Health Care 19.4% 1.6068
AXON Position closed
2013-11-11 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 20.2% 1.6038
MU Micron Technology Information Technology 20.1% 1.8985
NFLX Netflix Communication Services 20.1% 1.9202
TSLA Tesla, Inc. Consumer Discretionary 19.9% 2.5894
FANG Diamondback Energy Energy 19.6% 1.5704
INCY Position closed
2013-11-04 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 20.3% 1.6027
MU Micron Technology Information Technology 20.1% 1.9361
NFLX Netflix Communication Services 20.0% 2.1132
TSLA Tesla, Inc. Consumer Discretionary 19.9% 3.1459
INCY Incyte Health Care 19.5% 1.7539
2013-10-28 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
MU Micron Technology Information Technology 20.3% 1.9626
INCY Incyte Health Care 20.3% 1.6993
AXON Axon Enterprise Industrials 20.2% 1.7270
TSLA Tesla, Inc. Consumer Discretionary 20.0% 3.5193
NFLX Netflix Communication Services 19.9% 2.1701
2013-10-21 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 20.3% 1.6981
INCY Incyte Health Care 20.1% 1.5827
NFLX Netflix Communication Services 20.1% 2.2573
TSLA Tesla, Inc. Consumer Discretionary 20.0% 3.4699
MU Micron Technology Information Technology 20.0% 1.8281
2013-10-14 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.4% 1.6493
NFLX Netflix Communication Services 20.0% 2.2658
AXON Axon Enterprise Industrials 20.0% 1.5363
TSLA Tesla, Inc. Consumer Discretionary 19.8% 3.4218
MU Micron Technology Information Technology 19.8% 1.7537
2013-10-07 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.6% 1.5726
NFLX Netflix Communication Services 20.1% 2.5568
AXON Axon Enterprise Industrials 20.0% 1.5411
TSLA Tesla, Inc. Consumer Discretionary 19.9% 3.5753
MU Micron Technology Information Technology 19.7% 1.6505
CPAY Position closed
2013-09-30 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.4% 1.5634
TSLA Tesla, Inc. Consumer Discretionary 20.2% 3.6355
NFLX Netflix Communication Services 20.0% 2.5104
AXON Axon Enterprise Industrials 19.9% 1.4529
CPAY Corpay Financials 18.9% 1.5253
GNRC Position closed
2013-09-23 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.2% 3.3172
NFLX Netflix Communication Services 20.0% 2.3333
INCY Incyte Health Care 19.5% 1.6585
CPAY Corpay Financials 19.5% 1.4335
GNRC Generac Industrials 19.4% 1.4379
MU Position closed
CSGP Position closed
DXCM Position closed
2013-09-16 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MU Micron Technology Information Technology 20.2% 1.5408
CSGP CoStar Group Real Estate 20.1% 1.4793
NFLX Netflix Communication Services 20.0% 2.1519
DXCM Dexcom Health Care 20.0% 1.4857
TSLA Tesla, Inc. Consumer Discretionary 19.9% 3.2489
DAL Position closed
2013-09-09 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
DAL Delta Air Lines Industrials 20.4% 1.4503
CSGP CoStar Group Real Estate 20.2% 1.4769
MU Micron Technology Information Technology 20.0% 1.4580
TSLA Tesla, Inc. Consumer Discretionary 20.0% 2.9499
NFLX Netflix Communication Services 20.0% 2.0368
2013-09-03 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
MU Micron Technology Information Technology 20.1% 1.4713
TSLA Tesla, Inc. Consumer Discretionary 20.0% 3.0430
NFLX Netflix Communication Services 20.0% 1.8793
CSGP CoStar Group Real Estate 20.0% 1.4404
DAL Delta Air Lines Industrials 19.8% 1.5155
2013-08-26 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.2% 2.7963
NFLX Netflix Communication Services 20.1% 1.8239
CSGP CoStar Group Real Estate 20.0% 1.4439
MU Micron Technology Information Technology 19.9% 1.4556
DAL Delta Air Lines Industrials 19.7% 1.4470
VRTX Position closed
2013-08-19 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.1% 2.0068
TSLA Tesla, Inc. Consumer Discretionary 20.0% 2.6213
MU Micron Technology Information Technology 19.9% 1.5117
VRTX Vertex Pharmaceuticals Health Care 19.7% 1.4102
DAL Delta Air Lines Industrials 19.7% 1.4127
CPAY Position closed
DXCM Position closed
FSLR Position closed
2013-08-12 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CPAY Corpay Financials 20.4% 1.4102
DXCM Dexcom Health Care 20.1% 1.4192
NFLX Netflix Communication Services 20.0% 1.9667
TSLA Tesla, Inc. Consumer Discretionary 19.9% 2.7381
FSLR First Solar Information Technology 19.9% 1.4222
MU Position closed
2013-08-05 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
CPAY Corpay Financials 21.5% 1.4320
TSLA Tesla, Inc. Consumer Discretionary 20.1% 2.8719
MU Micron Technology Information Technology 20.1% 1.7018
NFLX Netflix Communication Services 20.0% 1.8914
DXCM Dexcom Health Care 19.9% 1.4309
2013-07-29 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CPAY Corpay Financials 20.8% 1.4855
TSLA Tesla, Inc. Consumer Discretionary 20.2% 2.5844
DXCM Dexcom Health Care 19.9% 1.4210
NFLX Netflix Communication Services 19.9% 1.4621
MU Micron Technology Information Technology 19.8% 1.7477
SW Position closed
2013-07-22 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CPAY Corpay Financials 20.3% 1.5262
NFLX Netflix Communication Services 20.1% 2.0112
TSLA Tesla, Inc. Consumer Discretionary 20.0% 2.5196
MU Micron Technology Information Technology 19.8% 1.6955
SW Smurfit Westrock Materials 19.7% 1.3459
FSLR Position closed
VRTX Position closed
2013-07-15 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.1% 1.8002
CPAY Corpay Financials 19.9% 1.5459
TSLA Tesla, Inc. Consumer Discretionary 19.8% 2.4957
FSLR First Solar Information Technology 19.4% 1.7763
VRTX Vertex Pharmaceuticals Health Care 17.8% 1.3968
SW Position closed
2013-07-08 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.1% 2.1184
TSLA Tesla, Inc. Consumer Discretionary 20.0% 2.4554
SW Smurfit Westrock Materials 20.0% 1.5366
FSLR First Solar Information Technology 19.4% 1.9708
CPAY Corpay Financials 18.9% 1.5217
STZ Position closed
2013-07-01 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.1% 2.5305
NFLX Netflix Communication Services 20.0% 2.0365
FSLR First Solar Information Technology 19.7% 2.1228
STZ Constellation Brands Consumer Staples 19.2% 1.4718
CPAY Corpay Financials 18.8% 1.5214
REGN Position closed
2013-06-24 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TSLA Tesla, Inc. Consumer Discretionary 20.1% 2.1904
NFLX Netflix Communication Services 20.0% 2.0530
REGN Regeneron Pharmaceuticals Health Care 20.0% 1.5073
STZ Constellation Brands Consumer Staples 19.7% 1.4876
FSLR First Solar Information Technology 19.0% 1.9397
APO Position closed
2013-06-17 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
APO Apollo Global Management Financials 20.1% 1.5063
NFLX Netflix Communication Services 20.0% 2.2833
TSLA Tesla, Inc. Consumer Discretionary 19.9% 2.1694
FSLR First Solar Information Technology 19.6% 1.8933
REGN Regeneron Pharmaceuticals Health Care 13.3% 1.4730
STZ Position closed
PHM Position closed
2013-06-10 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 20.5% 1.8915
APO Apollo Global Management Financials 20.1% 1.5644
STZ Constellation Brands Consumer Staples 20.1% 1.4545
NFLX Netflix Communication Services 20.0% 1.9952
PHM PulteGroup Consumer Discretionary 19.7% 1.5086
VRTX Position closed
2013-06-03 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
STZ Constellation Brands Consumer Staples 20.8% 1.4904
NFLX Netflix Communication Services 20.0% 2.0707
FSLR First Solar Information Technology 19.9% 1.9570
APO Apollo Global Management Financials 19.7% 1.5674
VRTX Vertex Pharmaceuticals Health Care 18.2% 1.4693
BBY Position closed
2013-05-28 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
STZ Constellation Brands Consumer Staples 21.1% 1.4855
APO Apollo Global Management Financials 20.0% 1.6256
NFLX Netflix Communication Services 19.9% 2.0761
BBY Best Buy Consumer Discretionary 19.6% 1.4647
FSLR First Solar Information Technology 19.2% 1.8836
MPC Position closed
2013-05-20 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
APO Apollo Global Management Financials 20.0% 1.6081
NFLX Netflix Communication Services 19.9% 1.5546
FSLR First Solar Information Technology 19.8% 1.5642
STZ Constellation Brands Consumer Staples 19.4% 1.4916
MPC Marathon Petroleum Energy 19.4% 1.3973
GILD Position closed
2013-05-13 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.1% 1.6979
APO Apollo Global Management Financials 20.0% 1.5906
GILD Gilead Sciences Health Care 19.8% 1.4609
STZ Constellation Brands Consumer Staples 19.6% 1.5527
FSLR First Solar Information Technology 19.1% 1.4960
MPC Position closed
2013-05-06 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.0% 1.6321
APO Apollo Global Management Financials 19.9% 1.5250
MPC Marathon Petroleum Energy 19.9% 1.4433
STZ Constellation Brands Consumer Staples 19.8% 1.5333
GILD Gilead Sciences Health Care 19.6% 1.3678
MU Position closed
CPAY Position closed
2013-04-29 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.0% 1.9392
MU Micron Technology Information Technology 19.8% 1.4283
STZ Constellation Brands Consumer Staples 19.3% 1.4432
MPC Marathon Petroleum Energy 19.3% 1.6046
CPAY Corpay Financials 17.9% 1.4691
APO Position closed
PHM Position closed
2013-04-22 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
APO Apollo Global Management Financials 20.3% 1.4466
NFLX Netflix Communication Services 20.0% 2.0008
STZ Constellation Brands Consumer Staples 19.7% 1.4337
PHM PulteGroup Consumer Discretionary 19.7% 1.4814
MPC Marathon Petroleum Energy 19.5% 1.6653
DAL Position closed
2013-04-15 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
DAL Delta Air Lines Industrials 20.1% 1.3893
NFLX Netflix Communication Services 20.1% 1.9996
APO Apollo Global Management Financials 19.8% 1.5429
PHM PulteGroup Consumer Discretionary 19.8% 1.4743
MPC Marathon Petroleum Energy 19.5% 1.5275
2013-04-08 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
APO Apollo Global Management Financials 20.2% 1.5759
PHM PulteGroup Consumer Discretionary 20.0% 1.4729
NFLX Netflix Communication Services 19.9% 2.1646
DAL Delta Air Lines Industrials 19.9% 1.4020
MPC Marathon Petroleum Energy 19.3% 1.5966
STZ Position closed
2013-04-01 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.0% 2.2034
APO Apollo Global Management Financials 19.8% 1.5335
PHM PulteGroup Consumer Discretionary 19.6% 1.3955
MPC Marathon Petroleum Energy 19.6% 1.5115
STZ Constellation Brands Consumer Staples 19.2% 1.4188
SW Position closed
CPAY Position closed
2013-03-25 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
SW Smurfit Westrock Materials 20.1% 1.4541
NFLX Netflix Communication Services 20.0% 2.2822
MPC Marathon Petroleum Energy 19.8% 1.5177
CPAY Corpay Financials 19.4% 1.4648
STZ Constellation Brands Consumer Staples 19.2% 1.4045
PHM Position closed
GNRC Position closed
2013-03-18 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PHM PulteGroup Consumer Discretionary 20.3% 1.4648
NFLX Netflix Communication Services 20.0% 2.2505
SW Smurfit Westrock Materials 20.0% 1.5154
GNRC Generac Industrials 19.6% 1.5803
MPC Marathon Petroleum Energy 19.4% 1.4831
APO Position closed
2013-03-11 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
PHM PulteGroup Consumer Discretionary 20.4% 1.5459
NFLX Netflix Communication Services 20.1% 2.2547
APO Apollo Global Management Financials 20.1% 1.4679
MPC Marathon Petroleum Energy 19.4% 1.4563
GNRC Generac Industrials 19.3% 1.6128
BLDR Position closed
VLO Position closed
2013-03-04 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
PHM PulteGroup Consumer Discretionary 20.2% 1.6782
APO Apollo Global Management Financials 20.2% 1.4244
BLDR Builders FirstSource Industrials 20.0% 1.4589
NFLX Netflix Communication Services 20.0% 1.9432
VLO Valero Energy Energy 19.3% 1.4210
SW Position closed
AXON Position closed
HCA Position closed
2013-02-25 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
APO Apollo Global Management Financials 20.3% 1.4552
SW Smurfit Westrock Materials 20.3% 1.3354
AXON Axon Enterprise Industrials 19.8% 1.5570
HCA HCA Healthcare Health Care 19.8% 1.3973
PHM PulteGroup Consumer Discretionary 19.6% 1.6492
2013-02-19 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
SW Smurfit Westrock Materials 20.1% 1.3537
APO Apollo Global Management Financials 20.0% 1.4002
AXON Axon Enterprise Industrials 19.8% 1.5485
PHM PulteGroup Consumer Discretionary 19.8% 1.5377
HCA HCA Healthcare Health Care 19.2% 1.3594
CPAY Position closed
REGN Position closed
2013-02-11 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
SW Smurfit Westrock Materials 20.0% 1.3205
AXON Axon Enterprise Industrials 19.8% 1.5350
PHM PulteGroup Consumer Discretionary 19.5% 1.6297
CPAY Corpay Financials 19.1% 1.3725
REGN Regeneron Pharmaceuticals Health Care 16.3% 1.3930
BAC Position closed
BLDR Position closed
2013-02-04 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BAC Bank of America Financials 20.3% 1.4442
SW Smurfit Westrock Materials 20.1% 1.3372
BLDR Builders FirstSource Industrials 20.0% 1.5561
PHM PulteGroup Consumer Discretionary 19.7% 1.6394
REGN Regeneron Pharmaceuticals Health Care 16.2% 1.4211
AXON Position closed
2013-01-28 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PHM PulteGroup Consumer Discretionary 20.4% 1.6385
SW Smurfit Westrock Materials 20.1% 1.4811
BAC Bank of America Financials 20.0% 1.3806
AXON Axon Enterprise Industrials 19.9% 1.5967
REGN Regeneron Pharmaceuticals Health Care 15.8% 1.4843
FSLR Position closed
2013-01-22 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PHM PulteGroup Consumer Discretionary 20.3% 1.6562
AXON Axon Enterprise Industrials 20.0% 1.4748
SW Smurfit Westrock Materials 19.9% 1.5420
FSLR First Solar Information Technology 19.3% 1.3948
REGN Regeneron Pharmaceuticals Health Care 16.0% 1.5391
BLDR Position closed
2013-01-14 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
SW Smurfit Westrock Materials 20.0% 1.5157
BLDR Builders FirstSource Industrials 19.9% 1.4533
PHM PulteGroup Consumer Discretionary 19.8% 1.5415
FSLR First Solar Information Technology 19.5% 1.4139
REGN Regeneron Pharmaceuticals Health Care 16.7% 1.6833
AXON Position closed
CPAY Position closed
2013-01-07 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PHM PulteGroup Consumer Discretionary 20.4% 1.7065
SW Smurfit Westrock Materials 20.1% 1.4619
AXON Axon Enterprise Industrials 20.0% 1.4422
CPAY Corpay Financials 19.5% 1.3830
REGN Regeneron Pharmaceuticals Health Care 17.3% 1.8629
GNRC Position closed
2012-12-31 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
GNRC Generac Industrials 20.9% 1.5958
SW Smurfit Westrock Materials 20.0% 1.4460
PHM PulteGroup Consumer Discretionary 20.0% 1.7923
CPAY Corpay Financials 19.5% 1.4171
REGN Regeneron Pharmaceuticals Health Care 16.9% 1.8527
STZ Position closed
MPC Position closed
2012-12-24 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
GNRC Generac Industrials 20.6% 1.6113
PHM PulteGroup Consumer Discretionary 20.1% 1.7951
STZ Constellation Brands Consumer Staples 19.9% 1.4728
MPC Marathon Petroleum Energy 19.8% 1.3862
REGN Regeneron Pharmaceuticals Health Care 17.2% 1.8596
SW Position closed
2012-12-17 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
PHM PulteGroup Consumer Discretionary 20.4% 1.7176
SW Smurfit Westrock Materials 20.2% 1.4251
GNRC Generac Industrials 20.0% 1.5927
STZ Constellation Brands Consumer Staples 19.1% 1.4885
REGN Regeneron Pharmaceuticals Health Care 17.8% 1.6730
2012-12-10 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
PHM PulteGroup Consumer Discretionary 19.9% 1.9079
SW Smurfit Westrock Materials 19.8% 1.4460
STZ Constellation Brands Consumer Staples 19.6% 1.5405
GNRC Generac Industrials 19.4% 1.7642
REGN Regeneron Pharmaceuticals Health Care 18.7% 1.4192
BLDR Position closed
MPC Position closed
2012-12-03 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 20.0% 1.9423
STZ Constellation Brands Consumer Staples 19.7% 1.4970
PHM PulteGroup Consumer Discretionary 19.6% 1.8958
MPC Marathon Petroleum Energy 19.3% 1.3312
REGN Regeneron Pharmaceuticals Health Care 18.3% 1.3720
LYB Position closed
2012-11-26 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
PHM PulteGroup Consumer Discretionary 20.2% 1.9730
BLDR Builders FirstSource Industrials 20.0% 1.7978
LYB LyondellBasell Materials 19.8% 1.3538
STZ Constellation Brands Consumer Staples 19.3% 1.4948
REGN Regeneron Pharmaceuticals Health Care 18.0% 1.6024
2012-11-19 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 19.8% 1.6597
LYB LyondellBasell Materials 19.7% 1.3514
PHM PulteGroup Consumer Discretionary 19.6% 1.8633
STZ Constellation Brands Consumer Staples 19.2% 1.4696
REGN Regeneron Pharmaceuticals Health Care 17.3% 1.6110
TMUS Position closed
2012-11-12 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TMUS T-Mobile US Communication Services 20.0% 1.4426
BLDR Builders FirstSource Industrials 20.0% 1.6597
PHM PulteGroup Consumer Discretionary 19.8% 1.7115
STZ Constellation Brands Consumer Staples 19.7% 1.4434
REGN Regeneron Pharmaceuticals Health Care 15.9% 1.5475
EQIX Position closed
2012-11-05 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PHM PulteGroup Consumer Discretionary 20.2% 1.8066
BLDR Builders FirstSource Industrials 20.1% 1.8020
TMUS T-Mobile US Communication Services 19.7% 1.6329
EQIX Equinix Real Estate 19.0% 1.3762
REGN Regeneron Pharmaceuticals Health Care 15.1% 1.5443
SW Position closed
2012-10-31 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 20.1% 1.7011
PHM PulteGroup Consumer Discretionary 20.0% 1.8108
SW Smurfit Westrock Materials 19.9% 1.3758
EQIX Equinix Real Estate 19.1% 1.3584
REGN Regeneron Pharmaceuticals Health Care 15.1% 1.5105
LYB Position closed
STX Position closed
2012-10-22 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PHM PulteGroup Consumer Discretionary 20.5% 2.1271
LYB LyondellBasell Materials 20.5% 1.4022
BLDR Builders FirstSource Industrials 20.1% 1.8817
STX Seagate Technology Information Technology 20.0% 1.3891
REGN Regeneron Pharmaceuticals Health Care 16.8% 1.3911
ALGN Position closed
2012-10-15 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
PHM PulteGroup Consumer Discretionary 20.5% 2.0861
LYB LyondellBasell Materials 19.9% 1.3610
BLDR Builders FirstSource Industrials 19.9% 1.7133
STX Seagate Technology Information Technology 19.7% 1.4292
ALGN Align Technology Health Care 19.3% 1.5149
EQIX Position closed
REGN Position closed
2012-10-08 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
EQIX Equinix Real Estate 20.2% 1.3892
PHM PulteGroup Consumer Discretionary 20.0% 2.0010
STX Seagate Technology Information Technology 19.9% 1.6141
BLDR Builders FirstSource Industrials 19.9% 1.6793
REGN Regeneron Pharmaceuticals Health Care 15.7% 1.4455
2012-10-01 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
EQIX Equinix Real Estate 20.3% 1.4190
STX Seagate Technology Information Technology 20.2% 1.7535
BLDR Builders FirstSource Industrials 20.1% 1.5917
PHM PulteGroup Consumer Discretionary 19.8% 1.8151
REGN Regeneron Pharmaceuticals Health Care 15.6% 1.4859
STZ Position closed
2012-09-24 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
STX Seagate Technology Information Technology 20.5% 1.7995
PHM PulteGroup Consumer Discretionary 20.2% 1.8168
BLDR Builders FirstSource Industrials 19.9% 1.5049
EQIX Equinix Real Estate 19.5% 1.3569
STZ Constellation Brands Consumer Staples 19.3% 1.4249
REGN Position closed
2012-09-17 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PHM PulteGroup Consumer Discretionary 20.2% 1.7205
REGN Regeneron Pharmaceuticals Health Care 19.9% 1.4149
STX Seagate Technology Information Technology 19.7% 1.7443
STZ Constellation Brands Consumer Staples 19.7% 1.4208
EQIX Equinix Real Estate 19.2% 1.3348
ALGN Position closed
2012-09-10 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
PHM PulteGroup Consumer Discretionary 20.3% 1.6209
STZ Constellation Brands Consumer Staples 20.0% 1.3480
STX Seagate Technology Information Technology 19.7% 1.6650
EQIX Equinix Real Estate 19.7% 1.3375
ALGN Align Technology Health Care 19.2% 1.3288
REGN Position closed
2012-09-04 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
PHM PulteGroup Consumer Discretionary 20.2% 1.6575
REGN Regeneron Pharmaceuticals Health Care 20.2% 1.4467
STZ Constellation Brands Consumer Staples 20.1% 1.3378
STX Seagate Technology Information Technology 19.9% 1.5812
EQIX Equinix Real Estate 19.8% 1.3473
2012-08-27 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
EQIX Equinix Real Estate 19.8% 1.4249
STZ Constellation Brands Consumer Staples 19.8% 1.3404
REGN Regeneron Pharmaceuticals Health Care 19.8% 1.4638
STX Seagate Technology Information Technology 19.8% 1.5688
PHM PulteGroup Consumer Discretionary 19.7% 1.6802
BLDR Position closed
SHW Position closed
2012-08-20 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 20.1% 1.7660
SHW Sherwin-Williams Materials 20.0% 1.3264
PHM PulteGroup Consumer Discretionary 19.7% 1.4672
STX Seagate Technology Information Technology 19.5% 1.3893
REGN Regeneron Pharmaceuticals Health Care 18.9% 1.3393
EQIX Position closed
STZ Position closed
2012-08-13 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 20.0% 1.7783
PHM PulteGroup Consumer Discretionary 20.0% 1.5053
REGN Regeneron Pharmaceuticals Health Care 19.9% 1.3807
EQIX Equinix Real Estate 19.9% 1.3387
STZ Constellation Brands Consumer Staples 19.7% 1.3663
LEN Position closed
MNST Position closed
2012-08-06 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 20.0% 1.9049
LEN Lennar Consumer Discretionary 19.8% 1.4151
MNST Monster Beverage Consumer Staples 19.6% 1.4604
REGN Regeneron Pharmaceuticals Health Care 19.5% 1.4775
EQIX Equinix Real Estate 18.8% 1.3993
SHW Position closed
VRTX Position closed
2012-07-30 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 20.0% 1.5891
MNST Monster Beverage Consumer Staples 19.9% 1.4194
SHW Sherwin-Williams Materials 19.8% 1.3791
VRTX Vertex Pharmaceuticals Health Care 19.6% 1.5078
EQIX Equinix Real Estate 19.2% 1.3595
REGN Position closed
ROST Position closed
2012-07-23 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 22.2% 1.4812
BLDR Builders FirstSource Industrials 19.9% 1.5864
MNST Monster Beverage Consumer Staples 19.7% 1.4825
ROST Ross Stores Consumer Discretionary 19.2% 1.3903
EQIX Equinix Real Estate 17.5% 1.4368
EXPE Position closed
2012-07-16 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 20.6% 1.4758
MNST Monster Beverage Consumer Staples 20.3% 1.5694
BLDR Builders FirstSource Industrials 20.0% 1.5454
EXPE Expedia Group Consumer Discretionary 18.7% 1.4008
EQIX Equinix Real Estate 17.6% 1.4338
SHW Position closed
2012-07-09 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 20.0% 1.9030
BLDR Builders FirstSource Industrials 20.0% 1.4075
MNST Monster Beverage Consumer Staples 20.0% 1.5571
SHW Sherwin-Williams Materials 19.7% 1.3885
EQIX Equinix Real Estate 17.4% 1.4445
2012-07-02 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 20.3% 2.0591
BLDR Builders FirstSource Industrials 20.1% 1.6220
MNST Monster Beverage Consumer Staples 19.8% 1.5251
SHW Sherwin-Williams Materials 19.6% 1.4203
EQIX Equinix Real Estate 17.7% 1.4499
STX Position closed
2012-06-25 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 20.8% 1.9592
BLDR Builders FirstSource Industrials 20.1% 1.5723
STX Seagate Technology Information Technology 20.0% 1.4324
MNST Monster Beverage Consumer Staples 19.9% 1.4692
EQIX Equinix Real Estate 18.0% 1.4292
2012-06-18 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 20.5% 1.9783
STX Seagate Technology Information Technology 20.2% 1.7353
BLDR Builders FirstSource Industrials 20.1% 1.7352
MNST Monster Beverage Consumer Staples 19.9% 1.5401
EQIX Equinix Real Estate 18.2% 1.4421
LULU Position closed
2012-06-11 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 22.6% 1.9616
BLDR Builders FirstSource Industrials 20.1% 1.6708
STX Seagate Technology Information Technology 19.9% 1.6573
LULU Lululemon Athletica Consumer Discretionary 18.2% 1.4251
EQIX Equinix Real Estate 17.6% 1.3973
MNST Position closed
2012-06-04 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 23.0% 1.8702
MNST Monster Beverage Consumer Staples 20.1% 1.4215
BLDR Builders FirstSource Industrials 20.0% 1.8791
STX Seagate Technology Information Technology 19.9% 1.6308
LULU Lululemon Athletica Consumer Discretionary 17.8% 1.4233
EQIX Position closed
2012-05-29 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 22.9% 1.9154
EQIX Equinix Real Estate 21.0% 1.4271
MNST Monster Beverage Consumer Staples 20.2% 1.3801
BLDR Builders FirstSource Industrials 20.1% 1.8374
STX Seagate Technology Information Technology 19.9% 1.5806
2012-05-21 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 22.1% 1.9562
EQIX Equinix Real Estate 20.5% 1.3777
MNST Monster Beverage Consumer Staples 20.0% 1.3898
BLDR Builders FirstSource Industrials 19.9% 1.9440
STX Seagate Technology Information Technology 19.8% 1.4688
AAPL Position closed
2012-05-14 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 22.0% 1.8683
MNST Monster Beverage Consumer Staples 20.3% 1.3919
BLDR Builders FirstSource Industrials 20.1% 1.7619
EQIX Equinix Real Estate 19.8% 1.3969
AAPL Apple Inc. Information Technology 19.7% 1.4569
2012-05-07 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 22.4% 1.9198
MNST Monster Beverage Consumer Staples 20.3% 1.4402
AAPL Apple Inc. Information Technology 20.1% 1.4660
BLDR Builders FirstSource Industrials 19.9% 1.7362
EQIX Equinix Real Estate 16.1% 1.4065
DPZ Position closed
2012-04-30 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 22.2% 1.6193
BLDR Builders FirstSource Industrials 20.0% 1.9374
MNST Monster Beverage Consumer Staples 19.7% 1.4091
AAPL Apple Inc. Information Technology 19.7% 1.4541
DPZ Domino's Consumer Discretionary 19.3% 1.3917
STX Position closed
2012-04-23 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 22.6% 1.7882
STX Seagate Technology Information Technology 20.6% 1.5881
BLDR Builders FirstSource Industrials 19.9% 1.9924
MNST Monster Beverage Consumer Staples 19.7% 1.3382
DPZ Domino's Consumer Discretionary 19.4% 1.4509
2012-04-16 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 21.8% 1.7310
STX Seagate Technology Information Technology 20.5% 1.7542
BLDR Builders FirstSource Industrials 20.0% 1.5945
DPZ Domino's Consumer Discretionary 19.8% 1.4688
MNST Monster Beverage Consumer Staples 19.7% 1.3517
2012-04-09 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 21.9% 1.7915
BLDR Builders FirstSource Industrials 19.9% 1.5398
DPZ Domino's Consumer Discretionary 19.9% 1.5018
MNST Monster Beverage Consumer Staples 19.9% 1.3627
STX Seagate Technology Information Technology 19.8% 1.9614
URI Position closed
EQIX Position closed
2012-04-02 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 21.0% 1.8316
STX Seagate Technology Information Technology 20.2% 1.9305
URI United Rentals Industrials 19.6% 1.5814
DPZ Domino's Consumer Discretionary 19.0% 1.4219
EQIX Equinix Real Estate 16.5% 1.3816
PHM Position closed
2012-03-26 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 21.3% 1.7712
STX Seagate Technology Information Technology 20.5% 1.9003
PHM PulteGroup Consumer Discretionary 19.8% 1.4084
URI United Rentals Industrials 18.9% 1.6231
EQIX Equinix Real Estate 16.0% 1.3214
MNST Position closed
2012-03-19 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 20.8% 2.0079
MNST Monster Beverage Consumer Staples 20.3% 1.3218
PHM PulteGroup Consumer Discretionary 20.1% 1.5029
STX Seagate Technology Information Technology 19.8% 1.8623
URI United Rentals Industrials 19.2% 1.5702
2012-03-12 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
STX Seagate Technology Information Technology 20.3% 1.9307
MNST Monster Beverage Consumer Staples 20.2% 1.3126
PHM PulteGroup Consumer Discretionary 19.9% 1.3866
REGN Regeneron Pharmaceuticals Health Care 19.9% 1.8060
URI United Rentals Industrials 19.3% 1.6692
ULTA Position closed
2012-03-05 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
STX Seagate Technology Information Technology 20.4% 1.8853
MNST Monster Beverage Consumer Staples 20.2% 1.3543
REGN Regeneron Pharmaceuticals Health Care 19.9% 1.7874
URI United Rentals Industrials 19.6% 1.5772
ULTA Ulta Beauty Consumer Discretionary 19.0% 1.3610
PHM Position closed
2012-02-27 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.2% 1.3868
PHM PulteGroup Consumer Discretionary 19.9% 1.4659
STX Seagate Technology Information Technology 19.8% 1.4617
REGN Regeneron Pharmaceuticals Health Care 19.5% 1.6213
URI United Rentals Industrials 18.6% 1.5371
GNRC Position closed
ULTA Position closed
2012-02-21 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
STX Seagate Technology Information Technology 20.3% 1.4422
GNRC Generac Industrials 19.7% 1.5260
MNST Monster Beverage Consumer Staples 19.7% 1.3009
REGN Regeneron Pharmaceuticals Health Care 18.7% 1.6262
ULTA Ulta Beauty Consumer Discretionary 18.5% 1.4113
DPZ Position closed
OKE Position closed
2012-02-13 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
GNRC Generac Industrials 20.2% 1.5583
DPZ Domino's Consumer Discretionary 20.1% 1.4667
OKE Oneok Energy 20.0% 1.2919
STX Seagate Technology Information Technology 19.8% 1.3178
REGN Regeneron Pharmaceuticals Health Care 16.9% 1.6375
DLTR Position closed
BIIB Position closed
2012-02-06 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
DPZ Domino's Consumer Discretionary 20.5% 1.4729
OKE Oneok Energy 20.0% 1.3191
GNRC Generac Industrials 19.7% 1.4744
DLTR Dollar Tree Consumer Staples 19.0% 1.3262
BIIB Biogen Health Care 18.1% 1.3082
MNST Position closed
MA Position closed
FICO Position closed
2012-01-30 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
DPZ Domino's Consumer Discretionary 20.8% 1.4948
MNST Monster Beverage Consumer Staples 20.2% 1.3807
GNRC Generac Industrials 19.9% 1.5471
MA Mastercard Financials 19.9% 1.3283
FICO Fair Isaac Information Technology 19.4% 1.3415
CNC Position closed
2012-01-23 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FICO Fair Isaac Information Technology 20.1% 1.4087
MNST Monster Beverage Consumer Staples 20.1% 1.4074
DPZ Domino's Consumer Discretionary 20.0% 1.5326
CNC Centene Corporation Health Care 19.9% 1.3657
GNRC Generac Industrials 19.4% 1.5404
ISRG Position closed
2012-01-17 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FICO Fair Isaac Information Technology 20.6% 1.4240
MNST Monster Beverage Consumer Staples 20.3% 1.4073
ISRG Intuitive Surgical Health Care 19.9% 1.3504
DPZ Domino's Consumer Discretionary 19.7% 1.6278
GNRC Generac Industrials 19.5% 1.4905
CTRA Position closed
AXON Position closed
2012-01-09 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CTRA Coterra Energy 20.1% 1.6488
AXON Axon Enterprise Industrials 19.9% 1.3968
MNST Monster Beverage Consumer Staples 19.9% 1.3736
FICO Fair Isaac Information Technology 19.8% 1.4145
DPZ Domino's Consumer Discretionary 19.8% 1.5142
GNRC Position closed
MA Position closed
2012-01-03 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
GNRC Generac Industrials 19.8% 1.3846
CTRA Coterra Energy 19.8% 1.7005
DPZ Domino's Consumer Discretionary 19.4% 1.5352
MA Mastercard Financials 18.8% 1.3571
FICO Fair Isaac Information Technology 18.8% 1.4275
ISRG Position closed
2011-12-27 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CTRA Coterra Energy 14.3% 1.5813
MA Mastercard Financials 13.9% 1.3913
DPZ Domino's Consumer Discretionary 13.9% 1.5161
FICO Fair Isaac Information Technology 13.4% 1.3839
ISRG Intuitive Surgical Health Care 13.2% 1.3776
GNRC Position closed
MNST Position closed
2011-12-19 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
GNRC Generac Industrials 14.4% 1.3596
MNST Monster Beverage Consumer Staples 14.0% 1.3735
MA Mastercard Financials 13.7% 1.3649
DPZ Domino's Consumer Discretionary 13.6% 1.5208
CTRA Coterra Energy 13.6% 1.6668
BIIB Position closed
2011-12-12 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
GNRC Generac Industrials 14.3% 1.4290
MNST Monster Beverage Consumer Staples 13.8% 1.3976
CTRA Coterra Energy 13.8% 1.6527
DPZ Domino's Consumer Discretionary 13.2% 1.5671
BIIB Biogen Health Care 12.2% 1.3645
TYL Position closed
ULTA Position closed
2011-12-05 SIDEWAYS 5 positions
4 new 4 exited
Ticker Company Sector Weight RSL Score
TYL Tyler Technologies Information Technology 13.7% 1.3520
GNRC Generac Industrials 13.6% 1.3640
CTRA Coterra Energy 13.5% 1.5858
ULTA Ulta Beauty Consumer Discretionary 13.4% 1.5784
BIIB Biogen Health Care 12.3% 1.3704
DLTR Position closed
EA Position closed
DPZ Position closed
EQT Position closed
2011-11-28 BEAR 5 positions
5 new 5 exited
Ticker Company Sector Weight RSL Score
DLTR Dollar Tree Consumer Staples 5.7% 1.2654
EA Electronic Arts Communication Services 5.6% 1.2416
DPZ Domino's Consumer Discretionary 5.5% 1.5149
EQT EQT Corporation Energy 5.2% 1.3827
BIIB Biogen Health Care 4.1% 1.4196
ULTA Position closed
CTRA Position closed
GNRC Position closed
REGN Position closed
MNST Position closed
2011-11-21 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
ULTA Ulta Beauty Consumer Discretionary 7.3% 1.5976
CTRA Coterra Energy 6.4% 1.4518
GNRC Generac Industrials 6.4% 1.2593
REGN Regeneron Pharmaceuticals Health Care 6.1% 1.5708
MNST Monster Beverage Consumer Staples 6.0% 1.4113
2011-11-14 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
GNRC Generac Industrials 14.1% 1.2746
CTRA Coterra Energy 14.0% 1.4051
MNST Monster Beverage Consumer Staples 13.8% 1.5204
REGN Regeneron Pharmaceuticals Health Care 13.6% 1.6952
ULTA Ulta Beauty Consumer Discretionary 12.8% 1.5781
2011-11-07 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 13.8% 1.4737
GNRC Generac Industrials 13.8% 1.3462
REGN Regeneron Pharmaceuticals Health Care 13.7% 1.7968
CTRA Coterra Energy 13.5% 1.5469
ULTA Ulta Beauty Consumer Discretionary 13.2% 1.6207
MA Position closed
2011-10-31 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
CTRA Coterra Energy 6.1% 1.5438
REGN Regeneron Pharmaceuticals Health Care 6.1% 1.6373
MNST Monster Beverage Consumer Staples 6.0% 1.5530
MA Mastercard Financials 5.9% 1.3328
ULTA Ulta Beauty Consumer Discretionary 4.9% 1.6195
2011-10-24 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 6.6% 1.8502
MNST Monster Beverage Consumer Staples 6.2% 1.6053
CTRA Coterra Energy 6.0% 1.5769
MA Mastercard Financials 5.8% 1.3722
ULTA Ulta Beauty Consumer Discretionary 5.1% 1.6725
2011-10-17 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 7.1% 1.6243
CTRA Coterra Energy 6.3% 1.5991
MNST Monster Beverage Consumer Staples 6.2% 1.4915
MA Mastercard Financials 5.7% 1.3659
ULTA Ulta Beauty Consumer Discretionary 4.9% 1.6599
LULU Position closed
2011-10-10 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 7.2% 1.9638
CTRA Coterra Energy 6.2% 1.7321
MNST Monster Beverage Consumer Staples 6.2% 1.5556
LULU Lululemon Athletica Consumer Discretionary 5.9% 1.6599
MA Mastercard Financials 5.5% 1.3890
DPZ Position closed
2011-10-03 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 6.3% 1.5607
CTRA Coterra Energy 6.0% 1.7239
MNST Monster Beverage Consumer Staples 5.8% 1.4737
DPZ Domino's Consumer Discretionary 5.5% 1.6278
MA Mastercard Financials 5.4% 1.3274
CF Position closed
2011-09-26 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 7.0% 1.6089
MNST Monster Beverage Consumer Staples 6.0% 1.5702
CTRA Coterra Energy 5.9% 1.7360
DPZ Domino's Consumer Discretionary 5.8% 1.6278
CF CF Industries Materials 5.5% 1.5145
LULU Position closed
2011-09-19 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 6.9% 1.5713
LULU Lululemon Athletica Consumer Discretionary 6.5% 1.6685
MNST Monster Beverage Consumer Staples 6.0% 1.4951
CTRA Coterra Energy 6.0% 1.8186
CF CF Industries Materials 5.3% 1.4725
MA Position closed
2011-09-12 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 7.1% 1.4442
LULU Lululemon Athletica Consumer Discretionary 6.0% 1.8052
MNST Monster Beverage Consumer Staples 6.0% 1.5072
CTRA Coterra Energy 5.9% 1.8090
MA Mastercard Financials 5.4% 1.4102
2011-09-06 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 7.4% 1.3835
CTRA Coterra Energy 6.3% 1.7042
MNST Monster Beverage Consumer Staples 5.9% 1.2709
LULU Lululemon Athletica Consumer Discretionary 5.9% 2.0106
MA Mastercard Financials 5.4% 1.3768
PSKY Position closed
2011-08-29 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 6.3% 1.4689
CTRA Coterra Energy 6.2% 1.7520
MNST Monster Beverage Consumer Staples 6.2% 1.2978
LULU Lululemon Athletica Consumer Discretionary 6.0% 1.9711
PSKY Paramount Skydance Corporation Communication Services 5.4% 1.3045
CF Position closed
2011-08-22 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 6.0% 1.3475
REGN Regeneron Pharmaceuticals Health Care 6.0% 1.5437
CTRA Coterra Energy 5.8% 1.6853
CF CF Industries Materials 5.4% 1.2426
LULU Lululemon Athletica Consumer Discretionary 5.1% 1.8380
NFLX Position closed
FTNT Position closed
2011-08-15 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
LULU Lululemon Athletica Consumer Discretionary 6.3% 1.7858
REGN Regeneron Pharmaceuticals Health Care 6.2% 1.5865
CTRA Coterra Energy 6.2% 1.5059
NFLX Netflix Communication Services 6.1% 1.4110
FTNT Fortinet Information Technology 5.9% 1.6999
MNST Position closed
2011-08-08 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 6.8% 1.6703
CTRA Coterra Energy 6.0% 1.5295
NFLX Netflix Communication Services 6.0% 1.5286
MNST Monster Beverage Consumer Staples 5.9% 1.3842
LULU Lululemon Athletica Consumer Discretionary 5.6% 1.7888
ULTA Position closed
FTNT Position closed
2011-08-01 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
ULTA Ulta Beauty Consumer Discretionary 14.7% 1.7030
CTRA Coterra Energy 14.4% 1.5747
FTNT Fortinet Information Technology 14.1% 1.7159
REGN Regeneron Pharmaceuticals Health Care 14.0% 1.5926
NFLX Netflix Communication Services 14.0% 1.5141
2011-07-25 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
ULTA Ulta Beauty Consumer Discretionary 21.1% 1.7103
CTRA Coterra Energy 20.3% 1.5041
NFLX Netflix Communication Services 20.0% 1.4747
FTNT Fortinet Information Technology 19.9% 1.6866
REGN Regeneron Pharmaceuticals Health Care 19.9% 1.5498
2011-07-18 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FTNT Fortinet Information Technology 20.1% 1.5694
ULTA Ulta Beauty Consumer Discretionary 20.0% 1.6414
NFLX Netflix Communication Services 19.9% 1.4505
CTRA Coterra Energy 19.9% 1.4362
REGN Regeneron Pharmaceuticals Health Care 19.4% 1.7877
LYB Position closed
2011-07-11 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.0% 1.5199
FTNT Fortinet Information Technology 20.0% 1.6507
ULTA Ulta Beauty Consumer Discretionary 19.7% 1.5672
LYB LyondellBasell Materials 19.6% 1.4110
REGN Regeneron Pharmaceuticals Health Care 19.3% 1.7001
BKNG Position closed
2011-07-05 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.1% 1.5503
FTNT Fortinet Information Technology 20.1% 1.6209
LYB LyondellBasell Materials 20.0% 1.4463
REGN Regeneron Pharmaceuticals Health Care 19.7% 1.7448
BKNG Booking Holdings Consumer Discretionary 15.9% 1.5177
DPZ Position closed
2011-06-27 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FTNT Fortinet Information Technology 20.2% 1.6207
NFLX Netflix Communication Services 20.0% 1.4287
LYB LyondellBasell Materials 19.6% 1.4305
DPZ Domino's Consumer Discretionary 19.6% 1.5067
REGN Regeneron Pharmaceuticals Health Care 18.9% 1.6750
TMUS Position closed
BKNG Position closed
2011-06-20 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
TMUS T-Mobile US Communication Services 20.2% 1.4456
FTNT Fortinet Information Technology 20.1% 1.6053
REGN Regeneron Pharmaceuticals Health Care 19.9% 1.5912
LYB LyondellBasell Materials 19.7% 1.4237
BKNG Booking Holdings Consumer Discretionary 15.4% 1.5206
2011-06-13 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
LYB LyondellBasell Materials 20.2% 1.4571
FTNT Fortinet Information Technology 20.0% 1.5781
TMUS T-Mobile US Communication Services 19.9% 1.3923
REGN Regeneron Pharmaceuticals Health Care 19.7% 1.5103
BKNG Booking Holdings Consumer Discretionary 15.8% 1.5233
PSKY Position closed
BIIB Position closed
2011-06-06 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
FTNT Fortinet Information Technology 20.2% 1.5307
PSKY Paramount Skydance Corporation Communication Services 19.8% 1.3854
LYB LyondellBasell Materials 19.7% 1.4563
BIIB Biogen Health Care 18.3% 1.3979
BKNG Booking Holdings Consumer Discretionary 16.1% 1.5793
REGN Position closed
BKR Position closed
LULU Position closed
2011-05-31 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 20.1% 1.8324
LYB LyondellBasell Materials 20.1% 1.4969
FTNT Fortinet Information Technology 19.9% 1.6131
BKR Baker Hughes Energy 19.6% 1.3788
LULU Lululemon Athletica Consumer Discretionary 19.5% 1.6228
NFLX Position closed
CBRE Position closed
2011-05-23 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
LYB LyondellBasell Materials 20.2% 1.5340
LULU Lululemon Athletica Consumer Discretionary 20.2% 1.7694
NFLX Netflix Communication Services 20.1% 1.4710
REGN Regeneron Pharmaceuticals Health Care 19.5% 1.5592
CBRE CBRE Group Real Estate 19.2% 1.4069
FTNT Position closed
URI Position closed
2011-05-16 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.1% 1.4660
FTNT Fortinet Information Technology 20.0% 1.4775
LYB LyondellBasell Materials 20.0% 1.4470
LULU Lululemon Athletica Consumer Discretionary 19.8% 1.6699
URI United Rentals Industrials 19.5% 1.5264
REGN Position closed
2011-05-09 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
LULU Lululemon Athletica Consumer Discretionary 20.5% 1.7681
FTNT Fortinet Information Technology 20.1% 1.4780
NFLX Netflix Communication Services 20.0% 1.5371
REGN Regeneron Pharmaceuticals Health Care 19.7% 1.4704
URI United Rentals Industrials 19.3% 1.6821
CTRA Position closed
SATS Position closed
2011-05-02 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FTNT Fortinet Information Technology 20.1% 1.5278
CTRA Coterra Energy 19.9% 1.4453
LULU Lululemon Athletica Consumer Discretionary 19.7% 1.7662
SATS EchoStar Communication Services 19.6% 1.5842
URI United Rentals Industrials 19.6% 1.6204
VLO Position closed
2011-04-25 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
FTNT Fortinet Information Technology 20.1% 1.6852
SATS EchoStar Communication Services 19.8% 1.5722
VLO Valero Energy Energy 19.5% 1.3579
URI United Rentals Industrials 19.4% 1.6928
LULU Lululemon Athletica Consumer Discretionary 19.1% 1.5417
NFLX Position closed
BKR Position closed
ULTA Position closed
2011-04-18 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 19.9% 1.6004
FTNT Fortinet Information Technology 19.9% 1.6877
BKR Baker Hughes Energy 19.8% 1.3339
ULTA Ulta Beauty Consumer Discretionary 19.2% 1.5413
URI United Rentals Industrials 19.1% 1.9179
COO Position closed
CMG Position closed
SATS Position closed
2011-04-11 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
URI United Rentals Industrials 20.0% 1.9518
COO Cooper Companies (The) Health Care 20.0% 1.3655
FTNT Fortinet Information Technology 19.9% 1.7011
CMG Chipotle Mexican Grill Consumer Discretionary 19.9% 1.4408
SATS EchoStar Communication Services 19.5% 1.5567
DECK Position closed
VLO Position closed
2011-04-04 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DECK Deckers Brands Consumer Discretionary 20.4% 1.4043
FTNT Fortinet Information Technology 19.9% 1.6328
URI United Rentals Industrials 19.9% 2.0889
VLO Valero Energy Energy 19.6% 1.2942
SATS EchoStar Communication Services 19.5% 1.5407
NFLX Position closed
BKR Position closed
2011-03-28 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.1% 1.6313
FTNT Fortinet Information Technology 19.9% 1.6389
URI United Rentals Industrials 19.6% 2.1354
DECK Deckers Brands Consumer Discretionary 19.6% 1.5158
BKR Baker Hughes Energy 18.8% 1.3582
LULU Position closed
SWKS Position closed
VLO Position closed
2011-03-21 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
URI United Rentals Industrials 20.6% 2.3279
LULU Lululemon Athletica Consumer Discretionary 20.5% 1.6389
NFLX Netflix Communication Services 20.0% 1.8772
SWKS Skyworks Solutions Information Technology 19.7% 1.6426
VLO Valero Energy Energy 19.7% 1.3282
EW Position closed
FTNT Position closed
2011-03-14 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
LULU Lululemon Athletica Consumer Discretionary 21.3% 1.6637
URI United Rentals Industrials 20.9% 2.1826
EW Edwards Lifesciences Health Care 20.0% 1.3278
NFLX Netflix Communication Services 20.0% 1.7299
FTNT Fortinet Information Technology 20.0% 1.6389
NVDA Position closed
2011-03-07 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
URI United Rentals Industrials 20.8% 2.1331
NFLX Netflix Communication Services 20.0% 1.7020
NVDA Nvidia Information Technology 20.0% 1.7510
LULU Lululemon Athletica Consumer Discretionary 19.8% 1.6669
EW Edwards Lifesciences Health Care 19.8% 1.3083
AIG Position closed
2011-02-28 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
URI United Rentals Industrials 20.2% 2.1460
NVDA Nvidia Information Technology 20.0% 1.6591
LULU Lululemon Athletica Consumer Discretionary 20.0% 1.6027
NFLX Netflix Communication Services 20.0% 1.5030
AIG American International Group Financials 19.8% 1.3446
2011-02-22 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
URI United Rentals Industrials 20.6% 1.9553
NVDA Nvidia Information Technology 20.0% 1.5421
NFLX Netflix Communication Services 20.0% 1.5735
AIG American International Group Financials 19.6% 1.3222
LULU Lululemon Athletica Consumer Discretionary 19.6% 1.6335
2011-02-14 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
URI United Rentals Industrials 20.7% 2.0125
NFLX Netflix Communication Services 20.0% 1.5923
NVDA Nvidia Information Technology 20.0% 1.6530
LULU Lululemon Athletica Consumer Discretionary 19.7% 1.7371
AIG American International Group Financials 19.3% 1.4822
FTNT Position closed
2011-02-07 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
URI United Rentals Industrials 20.5% 1.8773
FTNT Fortinet Information Technology 20.0% 1.6511
NFLX Netflix Communication Services 19.9% 1.6319
AIG American International Group Financials 19.7% 1.6236
LULU Lululemon Athletica Consumer Discretionary 19.5% 1.7062
LVS Position closed
FFIV Position closed
2011-01-31 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
URI United Rentals Industrials 20.6% 1.7150
NFLX Netflix Communication Services 20.0% 1.6970
LVS Las Vegas Sands Consumer Discretionary 19.6% 1.6601
AIG American International Group Financials 19.2% 1.5269
FFIV F5, Inc. Information Technology 18.0% 1.5869
2011-01-24 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
URI United Rentals Industrials 20.8% 1.7151
AIG American International Group Financials 20.7% 1.4587
NFLX Netflix Communication Services 20.1% 1.9495
LVS Las Vegas Sands Consumer Discretionary 20.0% 1.8093
FFIV F5, Inc. Information Technology 18.3% 1.6723
DECK Position closed
2011-01-18 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.1% 1.8951
URI United Rentals Industrials 20.1% 1.8045
AIG American International Group Financials 19.8% 1.3667
DECK Deckers Brands Consumer Discretionary 19.7% 1.7074
FFIV F5, Inc. Information Technology 17.8% 1.7079
LVS Position closed
DLTR Position closed
2011-01-10 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
URI United Rentals Industrials 20.5% 1.9516
LVS Las Vegas Sands Consumer Discretionary 20.0% 1.8032
NFLX Netflix Communication Services 19.9% 1.9796
DLTR Dollar Tree Consumer Staples 19.7% 1.3092
FFIV F5, Inc. Information Technology 17.8% 1.7967
CF Position closed
2011-01-03 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 20.2% 1.3571
NFLX Netflix Communication Services 19.9% 2.0889
URI United Rentals Industrials 19.8% 1.7718
LVS Las Vegas Sands Consumer Discretionary 19.1% 2.2365
FFIV F5, Inc. Information Technology 17.8% 1.8324
2010-12-27 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 20.6% 1.3943
NFLX Netflix Communication Services 20.0% 1.9338
URI United Rentals Industrials 19.7% 1.6367
LVS Las Vegas Sands Consumer Discretionary 19.2% 2.0489
FFIV F5, Inc. Information Technology 17.9% 1.7554
2010-12-20 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 20.2% 1.3884
LVS Las Vegas Sands Consumer Discretionary 20.2% 1.8910
NFLX Netflix Communication Services 19.9% 1.7992
URI United Rentals Industrials 19.5% 1.5747
FFIV F5, Inc. Information Technology 18.2% 1.5820
2010-12-13 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.0% 1.7392
URI United Rentals Industrials 19.9% 1.6016
CF CF Industries Materials 19.8% 1.4406
LVS Las Vegas Sands Consumer Discretionary 19.3% 2.0707
FFIV F5, Inc. Information Technology 18.7% 1.6318
UAL Position closed
2010-12-06 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
UAL United Airlines Holdings Industrials 19.9% 1.7829
NFLX Netflix Communication Services 19.9% 1.7655
LVS Las Vegas Sands Consumer Discretionary 19.9% 2.1112
CF CF Industries Materials 19.7% 1.4225
FFIV F5, Inc. Information Technology 17.9% 1.7291
INCY Position closed
2010-11-29 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.0% 1.8786
UAL United Airlines Holdings Industrials 19.9% 2.1650
INCY Incyte Health Care 19.7% 1.4304
LVS Las Vegas Sands Consumer Discretionary 19.5% 1.7584
FFIV F5, Inc. Information Technology 17.2% 1.6916
CF Position closed
2010-11-22 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.1% 1.8348
LVS Las Vegas Sands Consumer Discretionary 19.9% 1.6673
CF CF Industries Materials 19.7% 1.3918
INCY Incyte Health Care 19.7% 1.4832
UAL United Airlines Holdings Industrials 19.4% 2.1100
FFIV Position closed
2010-11-15 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
FFIV F5, Inc. Information Technology 20.3% 1.4338
INCY Incyte Health Care 20.2% 1.4792
NFLX Netflix Communication Services 20.1% 1.6435
LVS Las Vegas Sands Consumer Discretionary 20.1% 1.7113
UAL United Airlines Holdings Industrials 19.6% 1.9255
2010-11-08 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
LVS Las Vegas Sands Consumer Discretionary 21.0% 1.6413
FFIV F5, Inc. Information Technology 20.3% 1.4992
NFLX Netflix Communication Services 19.9% 1.7803
UAL United Airlines Holdings Industrials 19.8% 2.0421
INCY Incyte Health Care 19.5% 1.5460
2010-11-01 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
UAL United Airlines Holdings Industrials 20.2% 1.8302
NFLX Netflix Communication Services 20.0% 1.9951
INCY Incyte Health Care 19.8% 1.6386
FFIV F5, Inc. Information Technology 19.7% 1.6139
LVS Las Vegas Sands Consumer Discretionary 19.3% 1.6308
AKAM Position closed
BKNG Position closed
2010-10-25 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 20.1% 1.6794
UAL United Airlines Holdings Industrials 20.0% 1.6912
NFLX Netflix Communication Services 20.0% 2.0971
INCY Incyte Health Care 19.6% 1.5687
BKNG Booking Holdings Consumer Discretionary 12.6% 1.5344
2010-10-18 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.0% 1.9138
UAL United Airlines Holdings Industrials 19.8% 1.6556
AKAM Akamai Technologies Information Technology 19.8% 1.7639
INCY Incyte Health Care 19.6% 1.4356
BKNG Booking Holdings Consumer Discretionary 12.5% 1.5724
DXCM Position closed
2010-10-11 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 20.1% 1.4516
UAL United Airlines Holdings Industrials 20.0% 1.6191
NFLX Netflix Communication Services 19.9% 2.0992
AKAM Akamai Technologies Information Technology 19.4% 1.7480
BKNG Booking Holdings Consumer Discretionary 11.9% 1.5474
2010-10-04 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 19.9% 2.0226
DXCM Dexcom Health Care 19.9% 1.3722
UAL United Airlines Holdings Industrials 19.6% 1.7642
AKAM Akamai Technologies Information Technology 19.3% 1.7608
BKNG Booking Holdings Consumer Discretionary 12.0% 1.5501
2010-09-27 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
UAL United Airlines Holdings Industrials 14.1% 1.4123
NFLX Netflix Communication Services 14.0% 1.9123
DXCM Dexcom Health Care 13.9% 1.3736
AKAM Akamai Technologies Information Technology 13.0% 1.7432
BKNG Booking Holdings Consumer Discretionary 12.3% 1.5353
FFIV Position closed
2010-09-20 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
UAL United Airlines Holdings Industrials 14.1% 1.5507
NFLX Netflix Communication Services 14.0% 1.9106
DXCM Dexcom Health Care 14.0% 1.3582
BKNG Booking Holdings Consumer Discretionary 12.6% 1.5168
FFIV F5, Inc. Information Technology 11.6% 1.6821
EW Position closed
2010-09-13 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 14.0% 1.9758
EW Edwards Lifesciences Health Care 13.9% 1.3425
UAL United Airlines Holdings Industrials 13.5% 1.5869
BKNG Booking Holdings Consumer Discretionary 12.1% 1.4862
FFIV F5, Inc. Information Technology 11.1% 1.6111
LVS Position closed
INCY Position closed
2010-09-07 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FFIV F5, Inc. Information Technology 7.0% 1.6299
UAL United Airlines Holdings Industrials 6.7% 1.8717
LVS Las Vegas Sands Consumer Discretionary 6.7% 1.5251
NFLX Netflix Communication Services 6.0% 1.7219
INCY Incyte Health Care 5.9% 1.3583
EW Position closed
2010-08-30 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
UAL United Airlines Holdings Industrials 14.0% 1.9944
NFLX Netflix Communication Services 14.0% 1.5046
EW Edwards Lifesciences Health Care 13.8% 1.3528
LVS Las Vegas Sands Consumer Discretionary 13.6% 1.5099
FFIV F5, Inc. Information Technology 10.7% 1.7095
AKAM Position closed
2010-08-23 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 14.0% 1.6265
EW Edwards Lifesciences Health Care 13.8% 1.3657
LVS Las Vegas Sands Consumer Discretionary 13.7% 1.5093
UAL United Airlines Holdings Industrials 13.7% 2.1421
AKAM Akamai Technologies Information Technology 12.9% 1.7522
DECK Position closed
INCY Position closed
2010-08-16 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 6.9% 1.7486
UAL United Airlines Holdings Industrials 6.8% 1.9321
DECK Deckers Brands Consumer Discretionary 6.3% 1.4299
NFLX Netflix Communication Services 6.1% 1.8920
INCY Incyte Health Care 5.6% 1.3586
PODD Position closed
2010-08-09 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 14.7% 1.7426
NFLX Netflix Communication Services 14.0% 1.9514
PODD Insulet Corporation Health Care 14.0% 1.4299
DECK Deckers Brands Consumer Discretionary 13.8% 1.5483
UAL United Airlines Holdings Industrials 13.8% 2.0518
AIG Position closed
2010-08-02 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 14.0% 1.8524
UAL United Airlines Holdings Industrials 13.8% 2.6003
DECK Deckers Brands Consumer Discretionary 13.8% 1.5855
AKAM Akamai Technologies Information Technology 13.6% 1.7834
AIG American International Group Financials 13.3% 1.7009
LVS Position closed
2010-07-26 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 7.3% 1.7173
UAL United Airlines Holdings Industrials 6.9% 2.8893
LVS Las Vegas Sands Consumer Discretionary 6.6% 1.7751
NFLX Netflix Communication Services 5.9% 2.0233
AIG American International Group Financials 5.9% 1.7190
INCY Position closed
2010-07-19 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 7.0% 1.6904
LVS Las Vegas Sands Consumer Discretionary 6.2% 1.7675
UAL United Airlines Holdings Industrials 6.1% 2.9544
NFLX Netflix Communication Services 6.0% 2.2001
INCY Incyte Health Care 5.9% 1.7811
AIG Position closed
2010-07-12 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 7.1% 1.6919
UAL United Airlines Holdings Industrials 6.2% 2.8941
NFLX Netflix Communication Services 6.0% 2.1685
LVS Las Vegas Sands Consumer Discretionary 6.0% 1.7769
AIG American International Group Financials 5.5% 1.8020
INCY Position closed
2010-07-06 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 6.8% 1.6580
UAL United Airlines Holdings Industrials 6.3% 2.8798
NFLX Netflix Communication Services 6.0% 1.9734
INCY Incyte Health Care 5.9% 1.9402
LVS Las Vegas Sands Consumer Discretionary 5.8% 1.9034
LULU Position closed
2010-06-28 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 7.4% 1.5380
UAL United Airlines Holdings Industrials 6.8% 2.5377
LULU Lululemon Athletica Consumer Discretionary 6.5% 1.6807
INCY Incyte Health Care 6.3% 1.8452
NFLX Netflix Communication Services 6.1% 1.9065
2010-06-21 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 14.0% 1.7823
UAL United Airlines Holdings Industrials 13.7% 2.3217
INCY Incyte Health Care 13.7% 2.0897
LULU Lululemon Athletica Consumer Discretionary 13.7% 1.6711
AKAM Akamai Technologies Information Technology 12.5% 1.5058
EQR Position closed
2010-06-14 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 14.0% 1.8838
INCY Incyte Health Care 13.8% 2.0950
UAL United Airlines Holdings Industrials 13.5% 2.3790
LULU Lululemon Athletica Consumer Discretionary 13.3% 1.7748
EQR Equity Residential Real Estate 13.3% 1.4784
LYV Position closed
RF Position closed
2010-06-07 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
UAL United Airlines Holdings Industrials 6.5% 2.1402
INCY Incyte Health Care 6.3% 1.9070
LULU Lululemon Athletica Consumer Discretionary 6.2% 1.5780
LYV Live Nation Entertainment Communication Services 6.1% 1.7328
RF Regions Financial Corporation Financials 5.9% 1.4644
CBRE Position closed
2010-06-01 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
UAL United Airlines Holdings Industrials 14.4% 2.5569
INCY Incyte Health Care 14.4% 1.9569
LULU Lululemon Athletica Consumer Discretionary 14.0% 1.6711
LYV Live Nation Entertainment Communication Services 13.7% 1.8452
CBRE CBRE Group Real Estate 13.6% 1.5012
SMCI Position closed
2010-05-24 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
UAL United Airlines Holdings Industrials 14.5% 2.5472
LULU Lululemon Athletica Consumer Discretionary 14.5% 1.8350
LYV Live Nation Entertainment Communication Services 14.3% 1.7980
INCY Incyte Health Care 14.3% 2.2398
SMCI Supermicro Information Technology 14.0% 1.7054
2010-05-17 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
UAL United Airlines Holdings Industrials 20.5% 2.6982
INCY Incyte Health Care 20.0% 2.2217
SMCI Supermicro Information Technology 20.0% 1.7292
LULU Lululemon Athletica Consumer Discretionary 19.8% 1.8534
LYV Live Nation Entertainment Communication Services 19.8% 1.8441
2010-05-10 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.0% 2.6862
SMCI Supermicro Information Technology 20.0% 1.8619
LYV Live Nation Entertainment Communication Services 20.0% 1.8936
LULU Lululemon Athletica Consumer Discretionary 19.9% 1.7554
UAL United Airlines Holdings Industrials 19.8% 2.4034
2010-05-03 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
UAL United Airlines Holdings Industrials 20.3% 2.4761
INCY Incyte Health Care 20.2% 2.6877
LYV Live Nation Entertainment Communication Services 20.1% 1.9958
SMCI Supermicro Information Technology 20.0% 1.9044
LULU Lululemon Athletica Consumer Discretionary 19.8% 1.6821
F Position closed
2010-04-26 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
LYV Live Nation Entertainment Communication Services 20.4% 1.8489
SMCI Supermicro Information Technology 20.1% 1.8237
F Ford Motor Company Consumer Discretionary 20.0% 1.7393
INCY Incyte Health Care 19.7% 2.9584
UAL United Airlines Holdings Industrials 19.6% 2.1538
2010-04-19 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
UAL United Airlines Holdings Industrials 20.1% 2.0356
LYV Live Nation Entertainment Communication Services 20.1% 1.9921
F Ford Motor Company Consumer Discretionary 20.0% 1.8404
SMCI Supermicro Information Technology 20.0% 1.8949
INCY Incyte Health Care 19.6% 2.5980
FITB Position closed
LVS Position closed
2010-04-12 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
UAL United Airlines Holdings Industrials 20.7% 2.1655
LYV Live Nation Entertainment Communication Services 20.2% 2.2217
INCY Incyte Health Care 19.9% 2.2787
FITB Fifth Third Bancorp Financials 19.8% 1.9767
LVS Las Vegas Sands Consumer Discretionary 19.7% 1.8950
F Position closed
SW Position closed
2010-04-05 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.3% 2.2163
LYV Live Nation Entertainment Communication Services 20.1% 2.1921
F Ford Motor Company Consumer Discretionary 20.0% 2.1284
SW Smurfit Westrock Materials 19.9% 1.9432
UAL United Airlines Holdings Industrials 19.8% 2.0315
LVS Position closed
FITB Position closed
2010-03-29 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
LYV Live Nation Entertainment Communication Services 20.4% 1.9934
LVS Las Vegas Sands Consumer Discretionary 20.2% 1.9575
INCY Incyte Health Care 20.0% 1.9701
FITB Fifth Third Bancorp Financials 19.9% 2.1201
SW Smurfit Westrock Materials 19.9% 2.0011
PODD Position closed
2010-03-22 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
LVS Las Vegas Sands Consumer Discretionary 20.5% 2.0795
FITB Fifth Third Bancorp Financials 20.0% 2.1398
SW Smurfit Westrock Materials 19.9% 1.9255
PODD Insulet Corporation Health Care 19.8% 2.0043
LYV Live Nation Entertainment Communication Services 19.6% 1.9237
INCY Position closed
2010-03-15 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FITB Fifth Third Bancorp Financials 20.3% 2.4186
INCY Incyte Health Care 20.2% 1.9507
SW Smurfit Westrock Materials 19.9% 2.0764
LYV Live Nation Entertainment Communication Services 19.7% 1.9707
LVS Las Vegas Sands Consumer Discretionary 19.7% 2.8036
STX Position closed
UAL Position closed
2010-03-08 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
FITB Fifth Third Bancorp Financials 19.9% 2.6156
INCY Incyte Health Care 19.9% 1.9636
LVS Las Vegas Sands Consumer Discretionary 19.8% 2.4639
STX Seagate Technology Information Technology 19.7% 1.9852
UAL United Airlines Holdings Industrials 19.4% 1.9924
F Position closed
SW Position closed
LYV Position closed
2010-03-01 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
F Ford Motor Company Consumer Discretionary 20.0% 2.2679
SW Smurfit Westrock Materials 20.0% 1.9199
FITB Fifth Third Bancorp Financials 19.8% 1.9912
LYV Live Nation Entertainment Communication Services 19.7% 1.8687
STX Seagate Technology Information Technology 19.6% 1.9871
AMD Position closed
UAL Position closed
2010-02-22 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FITB Fifth Third Bancorp Financials 20.2% 2.8794
SW Smurfit Westrock Materials 20.1% 1.8571
AMD Advanced Micro Devices Information Technology 19.8% 2.1840
UAL United Airlines Holdings Industrials 19.8% 1.8040
F Ford Motor Company Consumer Discretionary 19.8% 2.4926
INCY Position closed
2010-02-16 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.4% 1.6923
FITB Fifth Third Bancorp Financials 20.2% 1.9743
AMD Advanced Micro Devices Information Technology 20.1% 2.2855
SW Smurfit Westrock Materials 20.0% 1.9189
F Ford Motor Company Consumer Discretionary 19.8% 2.4831
2010-02-08 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
SW Smurfit Westrock Materials 20.1% 1.9222
F Ford Motor Company Consumer Discretionary 20.1% 2.3478
AMD Advanced Micro Devices Information Technology 20.0% 2.3971
FITB Fifth Third Bancorp Financials 19.9% 2.2912
INCY Incyte Health Care 19.8% 1.9176
UAL Position closed
2010-02-01 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.2% 1.7947
SW Smurfit Westrock Materials 20.1% 1.9322
AMD Advanced Micro Devices Information Technology 20.0% 2.5271
F Ford Motor Company Consumer Discretionary 19.9% 2.1421
UAL United Airlines Holdings Industrials 19.6% 1.8366
2010-01-25 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
UAL United Airlines Holdings Industrials 20.2% 1.8215
SW Smurfit Westrock Materials 20.1% 1.9780
AMD Advanced Micro Devices Information Technology 19.9% 2.5209
F Ford Motor Company Consumer Discretionary 19.9% 2.0491
INCY Incyte Health Care 19.8% 1.6744
LULU Position closed
ISRG Position closed
2010-01-19 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
UAL United Airlines Holdings Industrials 20.2% 1.7118
AMD Advanced Micro Devices Information Technology 19.9% 2.1104
SW Smurfit Westrock Materials 19.9% 1.9119
LULU Lululemon Athletica Consumer Discretionary 19.7% 1.9414
ISRG Intuitive Surgical Health Care 19.4% 1.6659
2010-01-11 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
UAL United Airlines Holdings Industrials 19.9% 1.5204
SW Smurfit Westrock Materials 19.8% 2.0525
AMD Advanced Micro Devices Information Technology 19.7% 2.0801
LULU Lululemon Athletica Consumer Discretionary 19.7% 1.9508
ISRG Intuitive Surgical Health Care 19.4% 1.6635
INCY Position closed
AXP Position closed
2010-01-04 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.4% 1.7199
SW Smurfit Westrock Materials 19.9% 2.0139
LULU Lululemon Athletica Consumer Discretionary 19.8% 1.9319
AMD Advanced Micro Devices Information Technology 19.6% 1.8503
AXP American Express Financials 18.8% 1.5359
F Position closed
2009-12-28 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.2% 1.5971
F Ford Motor Company Consumer Discretionary 19.9% 1.9229
SW Smurfit Westrock Materials 19.9% 1.9826
AMD Advanced Micro Devices Information Technology 19.9% 1.8507
AXP American Express Financials 18.8% 1.5195
LULU Position closed
CBRE Position closed
2009-12-21 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 20.2% 1.6651
LULU Lululemon Athletica Consumer Discretionary 20.1% 1.9415
SW Smurfit Westrock Materials 19.9% 2.0220
CBRE CBRE Group Real Estate 19.8% 1.5142
AMD Advanced Micro Devices Information Technology 19.6% 1.8459
MU Position closed
2009-12-14 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
LULU Lululemon Athletica Consumer Discretionary 20.3% 2.0117
SW Smurfit Westrock Materials 20.1% 1.9508
MU Micron Technology Information Technology 19.8% 1.8049
INCY Incyte Health Care 19.7% 1.7856
CBRE CBRE Group Real Estate 19.7% 1.5164
STX Position closed
HIG Position closed
ALGN Position closed
2009-12-07 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
LULU Lululemon Athletica Consumer Discretionary 20.2% 1.6545
STX Seagate Technology Information Technology 20.0% 1.8076
SW Smurfit Westrock Materials 20.0% 2.0149
HIG Hartford (The) Financials 19.5% 1.8067
ALGN Align Technology Health Care 19.3% 1.5187
DXCM Position closed
2009-11-30 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DXCM Dexcom Health Care 20.0% 1.6731
SW Smurfit Westrock Materials 19.9% 2.0792
LULU Lululemon Athletica Consumer Discretionary 19.8% 1.6981
STX Seagate Technology Information Technology 19.7% 1.7403
HIG Hartford (The) Financials 19.6% 1.6899
F Position closed
FCX Position closed
2009-11-23 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
F Ford Motor Company Consumer Discretionary 20.1% 2.0348
DXCM Dexcom Health Care 20.0% 2.0373
STX Seagate Technology Information Technology 19.9% 1.8896
HIG Hartford (The) Financials 19.8% 2.1109
FCX Freeport-McMoRan Materials 19.2% 1.9559
SW Position closed
2009-11-16 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
STX Seagate Technology Information Technology 20.1% 1.8500
DXCM Dexcom Health Care 19.9% 1.9139
F Ford Motor Company Consumer Discretionary 19.9% 1.8331
SW Smurfit Westrock Materials 19.9% 1.8168
HIG Hartford (The) Financials 19.4% 1.7222
WBD Position closed
BKNG Position closed
2009-11-09 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
STX Seagate Technology Information Technology 20.3% 1.6279
SW Smurfit Westrock Materials 19.8% 2.0135
WBD Warner Bros. Discovery Communication Services 19.6% 1.5472
HIG Hartford (The) Financials 19.5% 1.6554
BKNG Booking Holdings Consumer Discretionary 15.8% 1.8622
INCY Position closed
2009-11-02 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
HIG Hartford (The) Financials 20.5% 1.9493
SW Smurfit Westrock Materials 20.3% 2.4277
INCY Incyte Health Care 20.2% 1.7036
STX Seagate Technology Information Technology 19.9% 1.5830
BKNG Booking Holdings Consumer Discretionary 15.8% 1.7794
LVS Position closed
2009-10-26 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
SW Smurfit Westrock Materials 20.1% 2.3442
LVS Las Vegas Sands Consumer Discretionary 19.9% 1.8056
HIG Hartford (The) Financials 19.9% 1.6664
INCY Incyte Health Care 19.8% 1.7112
STX Seagate Technology Information Technology 19.6% 1.6462
CBRE Position closed
2009-10-19 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
SW Smurfit Westrock Materials 20.0% 2.1966
CBRE CBRE Group Real Estate 19.9% 1.6079
INCY Incyte Health Care 19.9% 1.9414
LVS Las Vegas Sands Consumer Discretionary 19.7% 2.1763
HIG Hartford (The) Financials 19.1% 1.7426
F Position closed
STX Position closed
2009-10-12 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
SW Smurfit Westrock Materials 19.9% 2.2427
F Ford Motor Company Consumer Discretionary 19.8% 1.9113
STX Seagate Technology Information Technology 19.8% 1.5655
INCY Incyte Health Care 19.7% 1.8250
HIG Hartford (The) Financials 19.2% 1.5758
FITB Position closed
TXT Position closed
BKNG Position closed
2009-10-05 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
INCY Incyte Health Care 19.8% 1.7360
SW Smurfit Westrock Materials 19.8% 2.6707
FITB Fifth Third Bancorp Financials 19.7% 1.6314
TXT Textron Industrials 19.7% 1.4656
BKNG Booking Holdings Consumer Discretionary 15.8% 1.8349
BLDR Position closed
LVS Position closed
2009-09-28 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 20.2% 2.2478
FITB Fifth Third Bancorp Financials 20.1% 2.0468
LVS Las Vegas Sands Consumer Discretionary 20.0% 1.9888
SW Smurfit Westrock Materials 19.9% 2.3713
INCY Incyte Health Care 19.8% 1.5928
CBRE Position closed
2009-09-21 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
LVS Las Vegas Sands Consumer Discretionary 20.5% 2.1169
CBRE CBRE Group Real Estate 20.3% 2.0834
FITB Fifth Third Bancorp Financials 20.2% 2.0380
INCY Incyte Health Care 20.0% 1.5908
BLDR Builders FirstSource Industrials 20.0% 1.9621
IP Position closed
2009-09-14 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
IP International Paper Materials 20.4% 1.5737
LVS Las Vegas Sands Consumer Discretionary 20.2% 2.0712
CBRE CBRE Group Real Estate 20.0% 1.6977
FITB Fifth Third Bancorp Financials 19.9% 2.3474
BLDR Builders FirstSource Industrials 19.9% 2.0997
2009-09-08 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CBRE CBRE Group Real Estate 20.2% 1.8323
IP International Paper Materials 20.1% 1.8065
FITB Fifth Third Bancorp Financials 20.1% 2.3889
BLDR Builders FirstSource Industrials 20.0% 2.5181
LVS Las Vegas Sands Consumer Discretionary 19.8% 2.4832
F Position closed
2009-08-31 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
IP International Paper Materials 20.4% 1.6577
FITB Fifth Third Bancorp Financials 20.2% 2.1100
F Ford Motor Company Consumer Discretionary 20.0% 2.1487
CBRE CBRE Group Real Estate 19.9% 1.8209
BLDR Builders FirstSource Industrials 19.8% 1.7980
MU Position closed
2009-08-24 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CBRE CBRE Group Real Estate 20.4% 1.5867
FITB Fifth Third Bancorp Financials 20.3% 2.4819
MU Micron Technology Information Technology 20.0% 1.5684
F Ford Motor Company Consumer Discretionary 20.0% 2.2229
IP International Paper Materials 19.8% 1.5550
STX Position closed
WBD Position closed
2009-08-17 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
STX Seagate Technology Information Technology 20.3% 1.5635
F Ford Motor Company Consumer Discretionary 20.1% 2.0570
WBD Warner Bros. Discovery Communication Services 20.1% 1.4898
FITB Fifth Third Bancorp Financials 19.9% 1.7877
CBRE CBRE Group Real Estate 19.7% 1.4759
BLDR Position closed
SW Position closed
2009-08-10 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 20.1% 1.5407
F Ford Motor Company Consumer Discretionary 19.9% 1.9359
SW Smurfit Westrock Materials 19.9% 1.5806
STX Seagate Technology Information Technology 19.9% 1.4658
WBD Warner Bros. Discovery Communication Services 19.6% 1.5885
FITB Position closed
2009-08-03 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
F Ford Motor Company Consumer Discretionary 20.1% 1.9419
BLDR Builders FirstSource Industrials 20.0% 1.9074
FITB Fifth Third Bancorp Financials 19.9% 1.7519
SW Smurfit Westrock Materials 19.9% 1.6234
STX Seagate Technology Information Technology 19.9% 1.6351
ICE Position closed
2009-07-27 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 20.2% 1.9108
F Ford Motor Company Consumer Discretionary 20.0% 1.9313
STX Seagate Technology Information Technology 20.0% 1.8146
ICE Intercontinental Exchange Financials 19.9% 1.6293
SW Smurfit Westrock Materials 19.9% 1.5099
DXCM Position closed
2009-07-20 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
F Ford Motor Company Consumer Discretionary 20.1% 1.7644
DXCM Dexcom Health Care 20.0% 1.5679
SW Smurfit Westrock Materials 19.9% 1.5623
ICE Intercontinental Exchange Financials 19.9% 1.5594
BLDR Builders FirstSource Industrials 19.8% 1.6063
SWKS Position closed
2009-07-13 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
SW Smurfit Westrock Materials 20.0% 1.6610
BLDR Builders FirstSource Industrials 20.0% 1.7008
F Ford Motor Company Consumer Discretionary 19.9% 1.8280
ICE Intercontinental Exchange Financials 19.9% 1.5827
SWKS Skyworks Solutions Information Technology 19.6% 1.4508
AMD Position closed
WBD Position closed
2009-07-06 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
SW Smurfit Westrock Materials 20.1% 1.7330
F Ford Motor Company Consumer Discretionary 20.0% 2.1603
AMD Advanced Micro Devices Information Technology 20.0% 1.4898
BLDR Builders FirstSource Industrials 20.0% 2.1858
WBD Warner Bros. Discovery Communication Services 19.6% 1.4355
MS Position closed
2009-06-29 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
F Ford Motor Company Consumer Discretionary 20.0% 1.9669
MS Morgan Stanley Financials 20.0% 1.4542
BLDR Builders FirstSource Industrials 20.0% 1.8782
AMD Advanced Micro Devices Information Technology 20.0% 1.5776
SW Smurfit Westrock Materials 19.9% 1.7412
MU Position closed
CBRE Position closed
UHS Position closed
2009-06-22 BULL 5 positions
4 new 4 exited
Ticker Company Sector Weight RSL Score
F Ford Motor Company Consumer Discretionary 20.0% 1.5328
SW Smurfit Westrock Materials 20.0% 1.7123
MU Micron Technology Information Technology 19.9% 1.4993
CBRE CBRE Group Real Estate 19.8% 1.4919
UHS Universal Health Services Health Care 19.7% 1.4851
BX Position closed
COO Position closed
KDP Position closed
AMD Position closed
2009-06-15 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
BX Blackstone Inc. Financials 20.1% 1.4975
COO Cooper Companies (The) Health Care 20.0% 1.4428
KDP Keurig Dr Pepper Consumer Staples 20.0% 1.3704
AMD Advanced Micro Devices Information Technology 19.9% 1.4843
F Ford Motor Company Consumer Discretionary 19.9% 1.5207
BLDR Position closed
MU Position closed
CBRE Position closed
2009-06-08 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
BLDR Builders FirstSource Industrials 20.1% 2.3958
F Ford Motor Company Consumer Discretionary 20.0% 2.0134
MU Micron Technology Information Technology 19.8% 1.6844
BX Blackstone Inc. Financials 19.8% 1.6118
CBRE CBRE Group Real Estate 19.7% 1.8450
NFLX Position closed
MNST Position closed
COO Position closed
2009-06-01 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.0% 1.8836
MNST Monster Beverage Consumer Staples 20.0% 1.5619
F Ford Motor Company Consumer Discretionary 19.9% 2.2837
BLDR Builders FirstSource Industrials 19.9% 1.7820
COO Cooper Companies (The) Health Care 19.8% 1.6681
SWKS Position closed
GS Position closed
2009-05-26 SIDEWAYS 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 14.0% 1.9022
MNST Monster Beverage Consumer Staples 14.0% 1.6340
F Ford Motor Company Consumer Discretionary 13.9% 2.2530
SWKS Skyworks Solutions Information Technology 13.7% 1.6932
GS Goldman Sachs Financials 10.7% 1.5648
TSN Position closed
VTRS Position closed
DRI Position closed
2009-05-18 SIDEWAYS 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 14.0% 2.1152
SWKS Skyworks Solutions Information Technology 13.8% 1.4929
TSN Tyson Foods Consumer Staples 13.6% 1.5333
VTRS Viatris Health Care 13.5% 1.5858
DRI Darden Restaurants Consumer Discretionary 13.4% 1.7796
ORLY Position closed
BR Position closed
DLTR Position closed
2009-05-11 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
VTRS Viatris Health Care 14.1% 1.7081
NFLX Netflix Communication Services 14.0% 2.0422
ORLY O’Reilly Automotive Consumer Discretionary 14.0% 1.7337
BR Broadridge Financial Solutions Industrials 13.8% 1.6490
DLTR Dollar Tree Consumer Staples 13.7% 1.6378
NEM Position closed
AZO Position closed
2009-05-04 SIDEWAYS 5 positions
1 new
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 14.0% 2.0128
VTRS Viatris Health Care 13.9% 1.7666
BR Broadridge Financial Solutions Industrials 13.7% 1.6877
NEM Newmont Materials 12.8% 1.7933
AZO AutoZone Consumer Discretionary 8.1% 1.7350
2009-04-27 BEAR 4 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BR Broadridge Financial Solutions Industrials 6.0% 1.7643
NFLX Netflix Communication Services 6.0% 1.9549
VTRS Viatris Health Care 5.7% 1.7456
NEM Newmont Materials 5.7% 1.7030
SWKS Position closed
2009-04-20 BEAR 4 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 6.0% 1.7760
BR Broadridge Financial Solutions Industrials 5.9% 1.6779
SWKS Skyworks Solutions Information Technology 5.8% 1.7216
VTRS Viatris Health Care 5.6% 1.7988
DLTR Position closed
2009-04-13 BEAR 4 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 6.0% 1.8918
DLTR Dollar Tree Consumer Staples 5.7% 1.8410
VTRS Viatris Health Care 5.5% 1.8731
BR Broadridge Financial Solutions Industrials 5.4% 1.7370
NEM Position closed
2009-04-06 BEAR 4 positions
2 new 3 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 6.0% 1.9781
NEM Newmont Materials 5.9% 1.7030
VTRS Viatris Health Care 5.7% 1.8182
DLTR Dollar Tree Consumer Staples 5.6% 1.9867
EW Position closed
ORLY Position closed
PCG Position closed
2009-03-30 BEAR 5 positions
4 new 4 exited
Ticker Company Sector Weight RSL Score
EW Edwards Lifesciences Health Care 6.0% 1.6972
NFLX Netflix Communication Services 6.0% 1.6622
ORLY O’Reilly Automotive Consumer Discretionary 6.0% 1.7547
DLTR Dollar Tree Consumer Staples 5.9% 1.7117
PCG PG&E Corporation Utilities 5.3% 1.5501
AZO Position closed
TDG Position closed
MNST Position closed
VRTX Position closed
2009-03-23 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AZO AutoZone Consumer Discretionary 7.7% 1.6879
NFLX Netflix Communication Services 6.0% 1.6899
TDG TransDigm Group Industrials 6.0% 1.5565
MNST Monster Beverage Consumer Staples 5.9% 1.5953
VRTX Vertex Pharmaceuticals Health Care 5.9% 2.2715
EW Position closed
BR Position closed
2009-03-16 BEAR 5 positions
3 new 2 exited
Ticker Company Sector Weight RSL Score
AZO AutoZone Consumer Discretionary 7.8% 1.5342
NFLX Netflix Communication Services 6.0% 1.6514
EW Edwards Lifesciences Health Care 6.0% 1.7406
MNST Monster Beverage Consumer Staples 5.9% 1.6312
BR Broadridge Financial Solutions Industrials 5.5% 1.3686
DLTR Position closed
VTRS Position closed
2009-03-09 BEAR 4 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 7.5% 1.7735
AZO AutoZone Consumer Discretionary 7.5% 1.5366
DLTR Dollar Tree Consumer Staples 7.3% 1.7334
VTRS Viatris Health Care 7.3% 1.4369
PCG Position closed
2009-03-02 BEAR 4 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 6.0% 1.7054
DLTR Dollar Tree Consumer Staples 5.9% 1.7497
VTRS Viatris Health Care 5.7% 1.3459
PCG PG&E Corporation Utilities 5.4% 1.3724
MNST Position closed
NEM Position closed
VRTX Position closed
2009-02-23 BEAR 4 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 6.0% 1.5733
MNST Monster Beverage Consumer Staples 6.0% 1.4334
NEM Newmont Materials 5.9% 1.4452
VRTX Vertex Pharmaceuticals Health Care 4.9% 1.9998
LDOS Position closed
2009-02-17 BEAR 4 positions
no changes
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 6.0% 1.5266
LDOS Leidos Industrials 5.9% 1.4164
MNST Monster Beverage Consumer Staples 5.9% 1.3759
VRTX Vertex Pharmaceuticals Health Care 4.9% 1.7804
2009-02-09 BEAR 4 positions
1 new 2 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 6.1% 1.6276
NFLX Netflix Communication Services 6.0% 1.5829
VRTX Vertex Pharmaceuticals Health Care 4.9% 1.7396
LDOS Leidos Industrials 4.9% 1.4084
ORLY Position closed
WRB Position closed
2009-02-02 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 6.0% 1.4646
ORLY O’Reilly Automotive Consumer Discretionary 6.0% 1.5394
MNST Monster Beverage Consumer Staples 5.9% 1.6878
WRB W. R. Berkley Corporation Financials 5.9% 1.5815
VRTX Vertex Pharmaceuticals Health Care 4.8% 1.6377
DLTR Position closed
2009-01-26 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
DLTR Dollar Tree Consumer Staples 6.3% 1.8430
ORLY O’Reilly Automotive Consumer Discretionary 6.1% 1.5671
NFLX Netflix Communication Services 6.1% 1.6168
WRB W. R. Berkley Corporation Financials 5.8% 1.6314
VRTX Vertex Pharmaceuticals Health Care 4.7% 1.6429
DAL Position closed
2009-01-20 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DLTR Dollar Tree Consumer Staples 6.4% 1.8485
NFLX Netflix Communication Services 6.0% 1.5468
ORLY O’Reilly Automotive Consumer Discretionary 5.9% 1.6275
WRB W. R. Berkley Corporation Financials 5.9% 1.6075
DAL Delta Air Lines Industrials 5.7% 1.5707
AMGN Position closed
UAL Position closed
2009-01-12 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AMGN Amgen Health Care 7.6% 1.5802
DLTR Dollar Tree Consumer Staples 6.1% 1.9079
ORLY O’Reilly Automotive Consumer Discretionary 5.9% 1.6024
WRB W. R. Berkley Corporation Financials 5.8% 1.5590
UAL United Airlines Holdings Industrials 5.8% 2.2707
DAL Position closed
SHW Position closed
2009-01-05 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
AMGN Amgen Health Care 7.9% 1.6390
DLTR Dollar Tree Consumer Staples 6.1% 1.9245
DAL Delta Air Lines Industrials 6.0% 1.7224
WRB W. R. Berkley Corporation Financials 6.0% 1.5929
SHW Sherwin-Williams Materials 5.6% 1.5946
2008-12-29 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AMGN Amgen Health Care 7.6% 1.7096
DLTR Dollar Tree Consumer Staples 6.0% 2.0955
WRB W. R. Berkley Corporation Financials 6.0% 1.5996
DAL Delta Air Lines Industrials 6.0% 1.6177
SHW Sherwin-Williams Materials 5.3% 1.6636
SO Position closed
MCD Position closed
2008-12-22 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AMGN Amgen Health Care 7.6% 1.7928
DLTR Dollar Tree Consumer Staples 6.3% 1.9338
WRB W. R. Berkley Corporation Financials 6.0% 1.6589
SO Southern Company Utilities 5.8% 1.5714
MCD McDonald's Consumer Discretionary 5.6% 1.5508
TSCO Position closed
SHW Position closed
2008-12-15 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AMGN Amgen Health Care 7.6% 1.7705
DLTR Dollar Tree Consumer Staples 6.0% 1.7595
TSCO Tractor Supply Consumer Discretionary 5.9% 1.5378
SO Southern Company Utilities 5.7% 1.4876
SHW Sherwin-Williams Materials 5.3% 1.4741
DAL Position closed
WFC Position closed
2008-12-08 BEAR 5 positions
3 new 2 exited
Ticker Company Sector Weight RSL Score
AMGN Amgen Health Care 7.6% 1.6595
DLTR Dollar Tree Consumer Staples 6.5% 1.5177
TSCO Tractor Supply Consumer Discretionary 6.0% 1.4879
DAL Delta Air Lines Industrials 6.0% 1.6742
WFC Wells Fargo Financials 5.0% 1.5766
WRB Position closed
SHW Position closed
2008-12-01 BEAR 4 positions
1 new 2 exited
Ticker Company Sector Weight RSL Score
WRB W. R. Berkley Corporation Financials 7.4% 1.4396
AMGN Amgen Health Care 7.3% 1.6838
SHW Sherwin-Williams Materials 7.3% 1.3917
DLTR Dollar Tree Consumer Staples 7.1% 1.7032
SO Position closed
GIS Position closed
2008-11-24 BEAR 5 positions
4 new 3 exited
Ticker Company Sector Weight RSL Score
SO Southern Company Utilities 6.4% 1.4719
SHW Sherwin-Williams Materials 6.0% 1.4586
WRB W. R. Berkley Corporation Financials 5.8% 1.3268
AMGN Amgen Health Care 5.5% 1.6281
GIS General Mills Consumer Staples 5.2% 1.6265
DLTR Position closed
BRO Position closed
STE Position closed
2008-11-17 BEAR 4 positions
4 new 5 exited
Ticker Company Sector Weight RSL Score
DLTR Dollar Tree Consumer Staples 7.2% 1.6597
BRO Brown & Brown Financials 7.1% 1.3577
SO Southern Company Utilities 7.1% 1.3660
STE Steris Health Care 6.7% 1.5912
TSCO Position closed
PNC Position closed
CHD Position closed
SHW Position closed
AMGN Position closed
2008-11-10 BEAR 5 positions
4 new 4 exited
Ticker Company Sector Weight RSL Score
TSCO Tractor Supply Consumer Discretionary 6.0% 1.4827
PNC PNC Financial Services Financials 5.8% 1.3612
CHD Church & Dwight Consumer Staples 5.8% 1.5620
SHW Sherwin-Williams Materials 5.6% 1.3618
AMGN Amgen Health Care 5.6% 1.4972
ROL Position closed
ED Position closed
WFC Position closed
STE Position closed
2008-11-03 BEAR 5 positions
5 new 3 exited
Ticker Company Sector Weight RSL Score
ROL Rollins, Inc. Industrials 6.0% 1.3284
ED Consolidated Edison Utilities 5.9% 1.3061
WFC Wells Fargo Financials 5.9% 1.4290
CHD Church & Dwight Consumer Staples 5.9% 1.4953
STE Steris Health Care 4.8% 1.5302
TFC Position closed
GIS Position closed
AMGN Position closed
2008-10-27 BEAR 3 positions
3 new 5 exited
Ticker Company Sector Weight RSL Score
TFC Truist Financial Financials 9.7% 1.3892
GIS General Mills Consumer Staples 9.2% 1.3233
AMGN Amgen Health Care 8.7% 1.3577
WAB Position closed
CHD Position closed
STE Position closed
ED Position closed
MRSH Position closed
2008-10-20 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
WAB Wabtec Industrials 6.0% 1.4073
CHD Church & Dwight Consumer Staples 5.7% 1.4348
STE Steris Health Care 5.7% 1.5054
ED Consolidated Edison Utilities 5.7% 1.2995
MRSH Marsh McLennan Financials 5.2% 1.4796
CNC Position closed
SCHW Position closed
DLR Position closed
2008-10-13 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
WAB Wabtec Industrials 6.5% 1.4441
CNC Centene Corporation Health Care 5.9% 1.5661
SCHW Charles Schwab Corporation Financials 5.8% 1.3601
CHD Church & Dwight Consumer Staples 5.6% 1.3421
DLR Digital Realty Real Estate 5.5% 1.3145
TSCO Position closed
MRSH Position closed
STE Position closed
2008-10-06 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
TSCO Tractor Supply Consumer Discretionary 6.0% 1.3245
WAB Wabtec Industrials 5.6% 1.4965
MRSH Marsh McLennan Financials 5.5% 1.3923
STE Steris Health Care 5.5% 1.4858
CHD Church & Dwight Consumer Staples 5.5% 1.3870
ROST Position closed
CNC Position closed
IT Position closed
2008-09-29 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ROST Ross Stores Consumer Discretionary 5.9% 1.4498
CNC Centene Corporation Health Care 5.9% 1.4813
WAB Wabtec Industrials 5.8% 1.5382
IT Gartner Information Technology 5.8% 1.3300
MRSH Marsh McLennan Financials 5.5% 1.3746
STE Position closed
QCOM Position closed
2008-09-22 BEAR 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
WAB Wabtec Industrials 6.3% 1.5772
STE Steris Health Care 5.9% 1.4877
ROST Ross Stores Consumer Discretionary 5.8% 1.3812
MRSH Marsh McLennan Financials 5.7% 1.4063
QCOM Qualcomm Information Technology 5.1% 1.4335
HAS Position closed
DLR Position closed
COHR Position closed
2008-09-15 BEAR 5 positions
3 new 2 exited
Ticker Company Sector Weight RSL Score
HAS Hasbro Consumer Discretionary 6.4% 1.4468
WAB Wabtec Industrials 6.1% 1.6266
STE Steris Health Care 5.8% 1.4531
DLR Digital Realty Real Estate 5.5% 1.3511
COHR Coherent Corp. Information Technology 5.2% 1.4543
AMGN Position closed
QCOM Position closed
2008-09-08 BEAR 4 positions
2 new 3 exited
Ticker Company Sector Weight RSL Score
HAS Hasbro Consumer Discretionary 6.5% 1.4966
WAB Wabtec Industrials 6.3% 1.5590
AMGN Amgen Health Care 5.2% 1.4312
QCOM Qualcomm Information Technology 5.2% 1.4317
CF Position closed
VRTX Position closed
FSLR Position closed
2008-09-02 SIDEWAYS 5 positions
2 new 1 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 14.0% 1.9561
WAB Wabtec Industrials 13.3% 1.5941
HAS Hasbro Consumer Discretionary 13.3% 1.4825
VRTX Vertex Pharmaceuticals Health Care 13.1% 1.5051
FSLR First Solar Information Technology 10.6% 1.9755
MA Position closed
2008-08-25 BEAR 4 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 6.6% 1.6853
HAS Hasbro Consumer Discretionary 5.9% 1.5203
MA Mastercard Financials 5.3% 1.5531
WAB Wabtec Industrials 5.2% 1.5466
NDSN Position closed
TTWO Position closed
2008-08-18 BEAR 4 positions
no changes
Ticker Company Sector Weight RSL Score
NDSN Nordson Corporation Industrials 5.9% 1.6615
CF CF Industries Materials 5.8% 1.9873
TTWO Take-Two Interactive Communication Services 5.8% 1.6908
MA Mastercard Financials 5.3% 1.7397
2008-08-11 BEAR 4 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
NDSN Nordson Corporation Industrials 6.0% 1.4798
TTWO Take-Two Interactive Communication Services 6.0% 1.5160
CF CF Industries Materials 5.6% 2.2063
MA Mastercard Financials 5.2% 1.4777
MOS Position closed
HAL Position closed
VRTX Position closed
2008-08-04 BEAR 4 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MOS Mosaic Company (The) Materials 6.4% 2.2108
NDSN Nordson Corporation Industrials 5.7% 1.5173
HAL Halliburton Energy 5.2% 1.6226
VRTX Vertex Pharmaceuticals Health Care 4.8% 1.4976
MA Position closed
HAS Position closed
2008-07-28 BEAR 4 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MOS Mosaic Company (The) Materials 7.1% 2.5022
MA Mastercard Financials 6.4% 1.6260
NDSN Nordson Corporation Industrials 5.9% 1.6014
HAS Hasbro Consumer Discretionary 5.2% 1.4591
CTRA Position closed
2008-07-21 BEAR 4 positions
1 new 2 exited
Ticker Company Sector Weight RSL Score
MOS Mosaic Company (The) Materials 7.8% 2.7032
MA Mastercard Financials 6.6% 1.6782
CTRA Coterra Energy 5.9% 1.6989
NDSN Nordson Corporation Industrials 4.9% 1.6055
TTWO Position closed
WDC Position closed
2008-07-14 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MOS Mosaic Company (The) Materials 8.1% 2.4745
MA Mastercard Financials 6.3% 1.5653
CTRA Coterra Energy 5.8% 1.7208
TTWO Take-Two Interactive Communication Services 5.6% 1.4704
WDC Western Digital Information Technology 5.5% 1.6489
CSX Position closed
HAS Position closed
2008-07-07 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MOS Mosaic Company (The) Materials 7.3% 2.0812
MA Mastercard Financials 6.1% 1.6131
CSX CSX Corporation Industrials 6.1% 1.4675
WDC Western Digital Information Technology 5.6% 1.6155
HAS Hasbro Consumer Discretionary 5.4% 1.4534
FSLR Position closed
EOG Position closed
2008-06-30 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 19.8% 1.6771
MOS Mosaic Company (The) Materials 15.3% 1.9746
MA Mastercard Financials 14.1% 1.6421
CSX CSX Corporation Industrials 14.0% 1.5275
EOG EOG Resources Energy 13.3% 1.5071
2008-06-23 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 20.2% 2.0975
MOS Mosaic Company (The) Materials 15.4% 2.0804
MA Mastercard Financials 14.5% 1.4928
CSX CSX Corporation Industrials 14.0% 1.5341
EOG EOG Resources Energy 13.2% 1.6100
CTRA Position closed
BKNG Position closed
2008-06-16 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MOS Mosaic Company (The) Materials 23.4% 2.1331
MA Mastercard Financials 19.7% 1.5910
CTRA Coterra Energy 19.7% 1.5249
FSLR First Solar Information Technology 19.4% 2.4180
BKNG Booking Holdings Consumer Discretionary 17.5% 1.6064
CSX Position closed
2008-06-09 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MOS Mosaic Company (The) Materials 22.2% 2.2956
CTRA Coterra Energy 20.0% 1.6211
CSX CSX Corporation Industrials 19.9% 1.4669
MA Mastercard Financials 19.2% 1.7334
FSLR First Solar Information Technology 17.7% 2.2827
EOG Position closed
BKNG Position closed
2008-06-02 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
MA Mastercard Financials 20.0% 1.6632
MOS Mosaic Company (The) Materials 19.7% 2.3459
EOG EOG Resources Energy 19.1% 1.5711
BKNG Booking Holdings Consumer Discretionary 18.7% 1.5313
FSLR First Solar Information Technology 18.4% 2.5464
2008-05-27 SIDEWAYS 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
EOG EOG Resources Energy 13.6% 1.6164
MA Mastercard Financials 13.1% 1.4845
MOS Mosaic Company (The) Materials 12.3% 2.5497
FSLR First Solar Information Technology 9.7% 2.4965
BKNG Booking Holdings Consumer Discretionary 9.5% 1.5256
ISRG Position closed
NFLX Position closed
CTRA Position closed
2008-05-19 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 14.2% 1.8323
NFLX Netflix Communication Services 14.0% 1.7812
CTRA Coterra Energy 13.7% 1.6537
MOS Mosaic Company (The) Materials 12.9% 2.8106
FSLR First Solar Information Technology 10.6% 2.6538
BKNG Position closed
EOG Position closed
2008-05-12 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BKNG Booking Holdings Consumer Discretionary 14.6% 1.7400
ISRG Intuitive Surgical Health Care 13.8% 1.8002
EOG EOG Resources Energy 13.5% 1.6407
MOS Mosaic Company (The) Materials 13.2% 2.6426
FSLR First Solar Information Technology 10.1% 2.5702
NFLX Position closed
2008-05-05 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 14.0% 1.6337
BKNG Booking Holdings Consumer Discretionary 13.5% 1.7534
MOS Mosaic Company (The) Materials 13.2% 2.2298
ISRG Intuitive Surgical Health Care 13.1% 1.6772
FSLR First Solar Information Technology 9.8% 2.6861
MA Position closed
2008-04-28 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 10.4% 2.4000
MOS Mosaic Company (The) Materials 6.5% 2.3100
NFLX Netflix Communication Services 6.0% 1.7025
MA Mastercard Financials 5.6% 1.7504
BKNG Booking Holdings Consumer Discretionary 4.4% 1.6927
ISRG Position closed
2008-04-21 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 10.4% 2.2445
MOS Mosaic Company (The) Materials 7.2% 2.3257
NFLX Netflix Communication Services 6.0% 1.7180
ISRG Intuitive Surgical Health Care 5.8% 1.8040
BKNG Booking Holdings Consumer Discretionary 4.5% 1.7605
EOG Position closed
2008-04-14 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 9.9% 2.2053
MOS Mosaic Company (The) Materials 6.6% 2.5195
ISRG Intuitive Surgical Health Care 5.2% 1.6235
EOG EOG Resources Energy 4.8% 1.6561
BKNG Booking Holdings Consumer Discretionary 4.3% 1.7556
2008-04-07 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 9.8% 2.3590
MOS Mosaic Company (The) Materials 6.2% 2.8085
ISRG Intuitive Surgical Health Care 5.5% 1.6358
EOG EOG Resources Energy 4.7% 1.6984
BKNG Booking Holdings Consumer Discretionary 4.4% 1.6879
TTWO Position closed
2008-03-31 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 8.6% 2.4573
TTWO Take-Two Interactive Communication Services 5.7% 1.5141
MOS Mosaic Company (The) Materials 5.5% 2.8000
ISRG Intuitive Surgical Health Care 5.3% 1.6497
BKNG Booking Holdings Consumer Discretionary 4.4% 1.7274
MA Position closed
2008-03-24 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 7.9% 2.6433
MA Mastercard Financials 6.7% 1.5860
ISRG Intuitive Surgical Health Care 5.5% 1.7390
MOS Mosaic Company (The) Materials 5.1% 2.9330
BKNG Booking Holdings Consumer Discretionary 4.6% 1.7921
INCY Position closed
2008-03-17 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 7.4% 2.7703
MA Mastercard Financials 6.3% 1.5832
INCY Incyte Health Care 5.9% 1.8657
MOS Mosaic Company (The) Materials 5.7% 2.5961
BKNG Booking Holdings Consumer Discretionary 4.2% 1.4963
NFLX Position closed
2008-03-10 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 6.9% 2.1401
MA Mastercard Financials 6.1% 1.6847
NFLX Netflix Communication Services 6.0% 1.3854
INCY Incyte Health Care 6.0% 1.9071
MOS Mosaic Company (The) Materials 5.4% 2.5473
BKNG Position closed
2008-03-03 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 7.8% 2.4375
MOS Mosaic Company (The) Materials 6.1% 2.5729
INCY Incyte Health Care 6.0% 1.9698
MA Mastercard Financials 5.8% 1.5116
BKNG Booking Holdings Consumer Discretionary 4.2% 1.5560
DECK Position closed
2008-02-25 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 8.1% 2.2027
MOS Mosaic Company (The) Materials 6.3% 2.3840
DECK Deckers Brands Consumer Discretionary 6.1% 1.5872
INCY Incyte Health Care 5.8% 1.8678
MA Mastercard Financials 5.3% 1.5461
DE Position closed
2008-02-19 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MOS Mosaic Company (The) Materials 8.9% 2.8235
FSLR First Solar Information Technology 7.9% 2.6501
DECK Deckers Brands Consumer Discretionary 5.9% 1.5987
INCY Incyte Health Care 5.8% 1.8527
DE Deere & Company Industrials 4.4% 1.4979
BKNG Position closed
2008-02-11 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MOS Mosaic Company (The) Materials 8.3% 2.8394
FSLR First Solar Information Technology 7.2% 3.7615
INCY Incyte Health Care 5.8% 1.8187
DE Deere & Company Industrials 4.5% 1.5142
BKNG Booking Holdings Consumer Discretionary 3.8% 1.6651
J Position closed
ISRG Position closed
2008-02-04 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MOS Mosaic Company (The) Materials 8.1% 2.8841
FSLR First Solar Information Technology 7.3% 4.2907
J Jacobs Solutions Industrials 6.8% 1.6232
ISRG Intuitive Surgical Health Care 6.5% 1.9978
BKNG Booking Holdings Consumer Discretionary 3.9% 1.9689
DECK Position closed
2008-01-28 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MOS Mosaic Company (The) Materials 7.8% 2.8716
FSLR First Solar Information Technology 6.8% 4.4861
J Jacobs Solutions Industrials 6.8% 1.6510
ISRG Intuitive Surgical Health Care 5.9% 2.0660
DECK Deckers Brands Consumer Discretionary 5.8% 1.9694
BKNG Position closed
2008-01-22 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 7.1% 4.4190
J Jacobs Solutions Industrials 7.0% 1.6256
MOS Mosaic Company (The) Materials 6.9% 2.5399
ISRG Intuitive Surgical Health Care 5.7% 2.0786
BKNG Booking Holdings Consumer Discretionary 3.7% 1.8965
DECK Position closed
2008-01-14 BEAR 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MOS Mosaic Company (The) Materials 8.8% 2.5120
FSLR First Solar Information Technology 8.3% 4.0010
J Jacobs Solutions Industrials 7.6% 1.6410
DECK Deckers Brands Consumer Discretionary 5.9% 1.8695
ISRG Intuitive Surgical Health Care 5.5% 2.5239
BKNG Position closed
2008-01-07 BEAR 5 positions
no changes
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 8.7% 3.8507
J Jacobs Solutions Industrials 7.7% 1.6229
BKNG Booking Holdings Consumer Discretionary 7.6% 1.8803
MOS Mosaic Company (The) Materials 7.6% 2.2601
ISRG Intuitive Surgical Health Care 6.1% 2.4368
2007-12-31 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 14.0% 2.4372
J Jacobs Solutions Industrials 12.9% 1.5185
MOS Mosaic Company (The) Materials 12.2% 2.1032
BKNG Booking Holdings Consumer Discretionary 12.0% 1.8590
FSLR First Solar Information Technology 9.5% 3.9670
CF Position closed
MA Position closed
2007-12-24 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 13.8% 2.0068
MA Mastercard Financials 13.5% 1.4577
ISRG Intuitive Surgical Health Care 13.0% 2.1636
BKNG Booking Holdings Consumer Discretionary 12.1% 1.8278
FSLR First Solar Information Technology 9.5% 4.1916
J Position closed
2007-12-17 BEAR 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
FSLR First Solar Information Technology 8.4% 3.6778
CF CF Industries Materials 6.3% 2.2507
ISRG Intuitive Surgical Health Care 6.2% 2.0468
J Jacobs Solutions Industrials 5.0% 1.5163
BKNG Booking Holdings Consumer Discretionary 3.9% 1.8416
DECK Position closed
MA Position closed
2007-12-10 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 14.9% 2.2156
DECK Deckers Brands Consumer Discretionary 14.0% 1.7082
CF CF Industries Materials 13.9% 2.5361
MA Mastercard Financials 13.8% 1.6153
FSLR First Solar Information Technology 8.8% 3.3868
J Position closed
2007-12-03 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 14.6% 2.2490
CF CF Industries Materials 14.3% 2.2652
DECK Deckers Brands Consumer Discretionary 14.0% 1.7667
J Jacobs Solutions Industrials 12.0% 1.5446
FSLR First Solar Information Technology 8.3% 3.0286
GRMN Position closed
CMI Position closed
2007-11-26 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 14.8% 2.3089
GRMN Garmin Consumer Discretionary 14.4% 1.9097
CF CF Industries Materials 14.2% 2.2549
CMI Cummins Industrials 13.6% 1.5912
FSLR First Solar Information Technology 8.3% 3.1774
AAPL Position closed
J Position closed
2007-11-19 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 19.9% 2.1677
AAPL Apple Inc. Information Technology 19.9% 1.5881
ISRG Intuitive Surgical Health Care 19.0% 1.9047
J Jacobs Solutions Industrials 18.7% 1.6278
GRMN Garmin Consumer Discretionary 18.4% 1.8191
MPWR Position closed
AXON Position closed
2007-11-12 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
GRMN Garmin Consumer Discretionary 14.7% 1.7233
ISRG Intuitive Surgical Health Care 14.6% 1.7925
MPWR Monolithic Power Systems Information Technology 14.5% 1.6073
AXON Axon Enterprise Industrials 14.1% 1.5712
CF CF Industries Materials 14.1% 2.0055
2007-11-05 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 21.0% 1.7162
CF CF Industries Materials 20.4% 2.1173
MPWR Monolithic Power Systems Information Technology 19.8% 1.6520
AXON Axon Enterprise Industrials 19.6% 1.6216
GRMN Garmin Consumer Discretionary 18.6% 1.6549
J Position closed
2007-10-29 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 20.3% 2.2778
ISRG Intuitive Surgical Health Care 20.3% 1.6099
MPWR Monolithic Power Systems Information Technology 19.4% 1.7808
GRMN Garmin Consumer Discretionary 18.0% 1.8728
J Jacobs Solutions Industrials 18.0% 1.5076
AMZN Position closed
AXON Position closed
2007-10-22 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 20.0% 1.5704
CF CF Industries Materials 20.0% 2.0360
AMZN Amazon Consumer Discretionary 20.0% 1.9505
AXON Axon Enterprise Industrials 19.9% 1.4904
MPWR Monolithic Power Systems Information Technology 19.5% 1.7596
CMI Position closed
2007-10-15 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 20.1% 1.8974
ISRG Intuitive Surgical Health Care 20.0% 1.7131
CMI Cummins Industrials 19.9% 1.4687
AMZN Amazon Consumer Discretionary 19.9% 1.8958
MPWR Monolithic Power Systems Information Technology 19.8% 1.5008
AXON Position closed
2007-10-08 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
AXON Axon Enterprise Industrials 20.3% 1.6077
ISRG Intuitive Surgical Health Care 20.1% 1.8184
AMZN Amazon Consumer Discretionary 19.9% 1.9401
CF CF Industries Materials 19.8% 2.0519
MPWR Monolithic Power Systems Information Technology 19.8% 1.5976
2007-10-01 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AMZN Amazon Consumer Discretionary 20.0% 1.8336
AXON Axon Enterprise Industrials 20.0% 1.4898
CF CF Industries Materials 19.8% 1.9938
ISRG Intuitive Surgical Health Care 19.6% 1.7057
MPWR Monolithic Power Systems Information Technology 19.5% 1.5447
ALGN Position closed
CMI Position closed
2007-09-24 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MPWR Monolithic Power Systems Information Technology 14.3% 1.5289
ALGN Align Technology Health Care 14.3% 2.1338
CF CF Industries Materials 14.0% 1.9614
AMZN Amazon Consumer Discretionary 13.9% 1.8391
CMI Cummins Industrials 12.6% 1.5358
AXON Position closed
2007-09-17 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 14.3% 1.7879
AXON Axon Enterprise Industrials 14.1% 1.5802
ALGN Align Technology Health Care 14.0% 2.1873
AMZN Amazon Consumer Discretionary 13.9% 1.7557
MPWR Monolithic Power Systems Information Technology 13.8% 1.4778
MA Position closed
GRMN Position closed
2007-09-10 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 14.5% 2.1900
AXON Axon Enterprise Industrials 14.0% 1.7219
CF CF Industries Materials 13.8% 1.8271
MA Mastercard Financials 13.8% 1.5551
GRMN Garmin Consumer Discretionary 13.7% 1.8426
AMZN Position closed
CMI Position closed
2007-09-04 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 14.2% 2.0025
AMZN Amazon Consumer Discretionary 14.0% 1.8791
MA Mastercard Financials 13.9% 1.5569
ALGN Align Technology Health Care 13.9% 2.2328
CMI Cummins Industrials 12.6% 1.7096
AAPL Position closed
2007-08-27 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 14.2% 1.9291
AMZN Amazon Consumer Discretionary 14.1% 2.0117
AAPL Apple Inc. Information Technology 13.9% 1.6231
MA Mastercard Financials 13.7% 1.7660
ALGN Align Technology Health Care 13.5% 2.3764
AXON Position closed
2007-08-20 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 14.1% 2.3097
AMZN Amazon Consumer Discretionary 14.1% 1.7163
AXON Axon Enterprise Industrials 13.9% 1.9096
MA Mastercard Financials 13.9% 1.7658
ALGN Align Technology Health Care 13.6% 2.1066
2007-08-13 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 14.0% 2.1979
AXON Axon Enterprise Industrials 14.0% 1.7760
AMZN Amazon Consumer Discretionary 14.0% 1.7679
ALGN Align Technology Health Care 13.7% 2.0771
MA Mastercard Financials 13.6% 1.7969
2007-08-06 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 14.1% 1.8911
CF CF Industries Materials 14.1% 2.3158
AMZN Amazon Consumer Discretionary 13.9% 1.7243
AXON Axon Enterprise Industrials 13.7% 1.6042
MA Mastercard Financials 13.7% 1.7875
2007-07-30 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 14.6% 1.8920
MA Mastercard Financials 14.4% 1.9334
CF CF Industries Materials 14.1% 2.1900
AMZN Amazon Consumer Discretionary 13.9% 1.7147
AXON Axon Enterprise Industrials 13.4% 1.5751
DECK Position closed
CMI Position closed
2007-07-23 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 20.0% 2.0236
MA Mastercard Financials 20.0% 1.9831
DECK Deckers Brands Consumer Discretionary 19.9% 1.6646
CF CF Industries Materials 19.9% 2.1869
CMI Cummins Industrials 18.8% 1.4949
AMZN Position closed
2007-07-16 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 20.1% 2.0754
AMZN Amazon Consumer Discretionary 19.9% 1.6930
MA Mastercard Financials 19.7% 1.8091
ALGN Align Technology Health Care 19.5% 1.9512
CMI Cummins Industrials 18.9% 1.4095
AAPL Position closed
2007-07-09 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 20.1% 1.9162
AMZN Amazon Consumer Discretionary 20.1% 1.6654
AAPL Apple Inc. Information Technology 20.1% 1.4732
MA Mastercard Financials 19.6% 1.7602
ALGN Align Technology Health Care 19.4% 1.8440
2007-07-02 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 20.2% 1.8392
MA Mastercard Financials 20.1% 1.7825
AMZN Amazon Consumer Discretionary 20.0% 1.5669
AAPL Apple Inc. Information Technology 20.0% 1.4601
ALGN Align Technology Health Care 19.5% 1.8387
PWR Position closed
2007-06-25 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 20.1% 1.7296
MA Mastercard Financials 20.1% 1.7150
AMZN Amazon Consumer Discretionary 19.9% 1.5998
ALGN Align Technology Health Care 19.5% 1.8246
PWR Quanta Services Industrials 19.5% 1.4138
2007-06-18 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 20.3% 1.7328
MA Mastercard Financials 20.1% 1.6720
AMZN Amazon Consumer Discretionary 20.0% 1.5159
PWR Quanta Services Industrials 19.9% 1.4028
ALGN Align Technology Health Care 19.1% 1.7894
ON Position closed
2007-06-11 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 20.0% 1.6115
ON ON Semiconductor Information Technology 20.0% 1.4506
AMZN Amazon Consumer Discretionary 20.0% 1.5075
MA Mastercard Financials 19.8% 1.6826
ALGN Align Technology Health Care 19.5% 1.7860
DECK Position closed
2007-06-04 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 20.2% 1.6066
DECK Deckers Brands Consumer Discretionary 20.0% 1.4554
ON ON Semiconductor Information Technology 20.0% 1.4254
MA Mastercard Financials 19.9% 1.5732
ALGN Align Technology Health Care 19.5% 1.9151
PWR Position closed
AMZN Position closed
2007-05-29 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 20.1% 1.8251
PWR Quanta Services Industrials 20.0% 1.3701
AMZN Amazon Consumer Discretionary 19.9% 1.4374
ALGN Align Technology Health Care 19.7% 1.9343
ON ON Semiconductor Information Technology 19.7% 1.3873
NRG Position closed
DECK Position closed
INCY Position closed
2007-05-21 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NRG NRG Energy Utilities 20.6% 1.3748
CF CF Industries Materials 20.1% 1.8342
DECK Deckers Brands Consumer Discretionary 20.0% 1.3432
ON ON Semiconductor Information Technology 19.7% 1.3788
INCY Incyte Health Care 19.7% 1.4668
BKNG Position closed
TDG Position closed
2007-05-14 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NRG NRG Energy Utilities 20.4% 1.3693
BKNG Booking Holdings Consumer Discretionary 20.3% 1.4086
CF CF Industries Materials 20.1% 1.9036
TDG TransDigm Group Industrials 20.1% 1.3924
INCY Incyte Health Care 19.7% 1.4261
TPL Position closed
2007-05-07 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BKNG Booking Holdings Consumer Discretionary 22.0% 1.4949
CF CF Industries Materials 19.8% 1.7772
TPL Texas Pacific Land Corporation Energy 19.8% 1.3513
NRG NRG Energy Utilities 19.7% 1.3618
TDG TransDigm Group Industrials 19.5% 1.3822
ALGN Position closed
2007-04-30 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
BKNG Booking Holdings Consumer Discretionary 20.6% 1.4816
TPL Texas Pacific Land Corporation Energy 20.1% 1.3850
CF CF Industries Materials 19.9% 1.7779
NRG NRG Energy Utilities 19.5% 1.3824
ALGN Align Technology Health Care 19.2% 1.3341
ICE Position closed
2007-04-23 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TPL Texas Pacific Land Corporation Energy 20.0% 1.3757
CF CF Industries Materials 19.9% 2.0312
ICE Intercontinental Exchange Financials 19.8% 1.4412
BKNG Booking Holdings Consumer Discretionary 19.7% 1.4929
NRG NRG Energy Utilities 19.1% 1.3636
ON Position closed
2007-04-16 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 20.1% 2.0271
TPL Texas Pacific Land Corporation Energy 19.9% 1.3832
ON ON Semiconductor Information Technology 19.8% 1.4550
ICE Intercontinental Exchange Financials 19.5% 1.5728
BKNG Booking Holdings Consumer Discretionary 17.9% 1.4907
ALGN Position closed
NRG Position closed
2007-04-09 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CF CF Industries Materials 20.2% 1.9670
ICE Intercontinental Exchange Financials 20.0% 1.5474
ALGN Align Technology Health Care 19.9% 1.4104
NRG NRG Energy Utilities 19.2% 1.3811
BKNG Booking Holdings Consumer Discretionary 17.8% 1.4944
TPL Position closed
2007-04-02 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TPL Texas Pacific Land Corporation Energy 20.0% 1.4199
CF CF Industries Materials 19.7% 1.9424
ALGN Align Technology Health Care 19.3% 1.6502
ICE Intercontinental Exchange Financials 19.2% 1.8630
BKNG Booking Holdings Consumer Discretionary 18.3% 1.5515
ON Position closed
2007-03-26 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 14.1% 1.8986
ICE Intercontinental Exchange Financials 14.0% 1.8890
CF CF Industries Materials 13.9% 1.9368
ON ON Semiconductor Information Technology 13.8% 1.4442
BKNG Booking Holdings Consumer Discretionary 12.7% 1.6336
MGM Position closed
TPL Position closed
2007-03-19 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MGM MGM Resorts Consumer Discretionary 15.4% 1.5814
ALGN Align Technology Health Care 14.2% 1.8313
CF CF Industries Materials 14.1% 1.7236
TPL Texas Pacific Land Corporation Energy 13.9% 1.3773
ICE Intercontinental Exchange Financials 13.7% 1.8516
AKAM Position closed
2007-03-12 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
MGM MGM Resorts Consumer Discretionary 15.3% 1.6339
ALGN Align Technology Health Care 14.4% 1.8141
ICE Intercontinental Exchange Financials 14.2% 1.9056
CF CF Industries Materials 14.1% 1.6039
AKAM Akamai Technologies Information Technology 12.5% 1.4807
2007-03-05 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MGM MGM Resorts Consumer Discretionary 15.2% 1.6092
ICE Intercontinental Exchange Financials 15.0% 1.7808
ALGN Align Technology Health Care 14.4% 1.8801
CF CF Industries Materials 14.2% 1.5508
AKAM Akamai Technologies Information Technology 11.8% 1.4437
CBRE Position closed
2007-02-26 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ICE Intercontinental Exchange Financials 20.5% 1.9762
CF CF Industries Materials 20.1% 1.4791
ALGN Align Technology Health Care 19.9% 1.6582
CBRE CBRE Group Real Estate 19.1% 1.4106
MGM MGM Resorts Consumer Discretionary 18.5% 1.6391
UAL Position closed
2007-02-20 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ICE Intercontinental Exchange Financials 21.0% 1.8387
ALGN Align Technology Health Care 20.7% 1.6824
CF CF Industries Materials 19.8% 1.5088
UAL United Airlines Holdings Industrials 18.8% 1.4751
MGM MGM Resorts Consumer Discretionary 17.6% 1.5555
LVS Position closed
AKAM Position closed
2007-02-12 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ICE Intercontinental Exchange Financials 20.6% 1.9589
ALGN Align Technology Health Care 20.4% 1.6169
UAL United Airlines Holdings Industrials 19.6% 1.5327
LVS Las Vegas Sands Consumer Discretionary 18.9% 1.6163
AKAM Akamai Technologies Information Technology 18.0% 1.5111
CF Position closed
BKNG Position closed
2007-02-05 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
ICE Intercontinental Exchange Financials 20.9% 1.6804
ALGN Align Technology Health Care 20.8% 1.4868
CF CF Industries Materials 19.8% 1.4393
AKAM Akamai Technologies Information Technology 19.3% 1.4966
BKNG Booking Holdings Consumer Discretionary 18.7% 1.5000
2007-01-29 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ICE Intercontinental Exchange Financials 20.4% 1.5613
CF CF Industries Materials 19.9% 1.4000
AKAM Akamai Technologies Information Technology 19.7% 1.6350
ALGN Align Technology Health Care 19.7% 1.5010
BKNG Booking Holdings Consumer Discretionary 19.2% 1.4399
ALB Position closed
EQIX Position closed
2007-01-22 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
ALB Albemarle Corporation Materials 20.2% 1.4278
ICE Intercontinental Exchange Financials 20.1% 1.6597
ALGN Align Technology Health Care 19.9% 1.4443
AKAM Akamai Technologies Information Technology 19.4% 1.6322
EQIX Equinix Real Estate 19.1% 1.4260
2007-01-16 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ICE Intercontinental Exchange Financials 20.3% 1.7264
ALB Albemarle Corporation Materials 19.9% 1.4710
ALGN Align Technology Health Care 19.9% 1.6803
AKAM Akamai Technologies Information Technology 19.8% 1.6098
EQIX Equinix Real Estate 18.7% 1.4343
NVDA Position closed
LVS Position closed
2007-01-08 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
ICE Intercontinental Exchange Financials 21.1% 1.7439
ALGN Align Technology Health Care 20.2% 1.6268
NVDA Nvidia Information Technology 20.0% 1.5345
LVS Las Vegas Sands Consumer Discretionary 19.3% 1.5371
ALB Albemarle Corporation Materials 18.8% 1.4166
2007-01-03 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ICE Intercontinental Exchange Financials 20.6% 1.7397
NVDA Nvidia Information Technology 20.0% 1.5152
ALGN Align Technology Health Care 19.8% 1.5614
ALB Albemarle Corporation Materials 19.5% 1.3847
LVS Las Vegas Sands Consumer Discretionary 19.2% 1.4750
EQIX Position closed
2006-12-26 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 20.3% 1.7009
NVDA Nvidia Information Technology 20.0% 1.5362
ICE Intercontinental Exchange Financials 19.9% 1.8998
LVS Las Vegas Sands Consumer Discretionary 18.7% 1.5095
EQIX Equinix Real Estate 18.7% 1.4005
AKAM Position closed
ALB Position closed
2006-12-18 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 21.3% 1.5368
ICE Intercontinental Exchange Financials 20.3% 1.8472
ALGN Align Technology Health Care 19.6% 1.6518
ALB Albemarle Corporation Materials 19.5% 1.3859
LVS Las Vegas Sands Consumer Discretionary 19.2% 1.5022
DECK Position closed
2006-12-11 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
ICE Intercontinental Exchange Financials 20.8% 1.7205
AKAM Akamai Technologies Information Technology 20.5% 1.6242
DECK Deckers Brands Consumer Discretionary 20.0% 1.3427
ALGN Align Technology Health Care 19.6% 1.6988
ALB Albemarle Corporation Materials 19.4% 1.3496
2006-12-04 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 20.1% 1.7306
DECK Deckers Brands Consumer Discretionary 20.1% 1.4931
AKAM Akamai Technologies Information Technology 19.7% 1.5414
ICE Intercontinental Exchange Financials 19.4% 1.6968
ALB Albemarle Corporation Materials 18.5% 1.3229
EME Position closed
2006-11-27 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ICE Intercontinental Exchange Financials 20.3% 1.6258
ALGN Align Technology Health Care 20.0% 1.9351
DECK Deckers Brands Consumer Discretionary 19.9% 1.5463
AKAM Akamai Technologies Information Technology 19.7% 1.6573
EME Emcor Industrials 19.0% 1.3141
DLR Position closed
2006-11-20 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 20.9% 1.6734
ALGN Align Technology Health Care 20.0% 1.9572
DECK Deckers Brands Consumer Discretionary 20.0% 1.5841
ICE Intercontinental Exchange Financials 19.7% 1.5230
DLR Digital Realty Real Estate 19.7% 1.3195
IVZ Position closed
EME Position closed
2006-11-13 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 20.6% 1.8173
DECK Deckers Brands Consumer Discretionary 20.1% 1.6069
ALGN Align Technology Health Care 19.6% 1.9461
IVZ Invesco Financials 19.4% 1.2795
EME Emcor Industrials 19.4% 1.2818
DLR Position closed
2006-11-06 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 20.3% 1.8614
DLR Digital Realty Real Estate 20.3% 1.2375
DECK Deckers Brands Consumer Discretionary 19.9% 1.5589
ALGN Align Technology Health Care 19.6% 1.6605
EME Emcor Industrials 19.4% 1.2254
BKNG Position closed
2006-10-30 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
ALGN Align Technology Health Care 19.9% 1.4231
EME Emcor Industrials 19.8% 1.2578
DLR Digital Realty Real Estate 19.6% 1.2159
AKAM Akamai Technologies Information Technology 19.1% 1.7654
BKNG Booking Holdings Consumer Discretionary 18.7% 1.5007
REGN Position closed
DECK Position closed
IVZ Position closed
2006-10-23 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
REGN Regeneron Pharmaceuticals Health Care 20.7% 1.3026
EME Emcor Industrials 20.2% 1.2732
DECK Deckers Brands Consumer Discretionary 20.0% 1.3936
IVZ Invesco Financials 19.7% 1.2617
AKAM Akamai Technologies Information Technology 19.6% 1.7010
MNST Position closed
2006-10-16 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 20.9% 1.7907
EME Emcor Industrials 20.2% 1.3386
MNST Monster Beverage Consumer Staples 20.0% 1.5342
DECK Deckers Brands Consumer Discretionary 19.9% 1.4662
REGN Regeneron Pharmaceuticals Health Care 19.9% 1.3388
DLR Position closed
LVS Position closed
2006-10-09 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 21.8% 1.5783
DLR Digital Realty Real Estate 20.5% 1.2621
EME Emcor Industrials 20.1% 1.2617
LVS Las Vegas Sands Consumer Discretionary 19.9% 1.3388
REGN Regeneron Pharmaceuticals Health Care 19.7% 1.2592
ADM Position closed
2006-10-02 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 22.3% 1.5586
DLR Digital Realty Real Estate 20.7% 1.2878
EME Emcor Industrials 19.6% 1.3111
ADM Archer Daniels Midland Consumer Staples 19.4% 1.2889
LVS Las Vegas Sands Consumer Discretionary 19.2% 1.3926
MNST Position closed
2006-09-25 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 21.8% 1.6829
MNST Monster Beverage Consumer Staples 20.0% 1.5726
DLR Digital Realty Real Estate 20.0% 1.2624
EME Emcor Industrials 19.5% 1.3410
LVS Las Vegas Sands Consumer Discretionary 18.5% 1.3960
DECK Position closed
NUE Position closed
2006-09-18 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 21.0% 1.8161
EME Emcor Industrials 20.3% 1.3958
DECK Deckers Brands Consumer Discretionary 20.1% 1.3748
MNST Monster Beverage Consumer Staples 19.8% 1.4832
NUE Nucor Materials 19.8% 1.2820
ADM Position closed
MRK Position closed
2006-09-11 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 20.4% 1.8695
DECK Deckers Brands Consumer Discretionary 20.1% 1.3260
EME Emcor Industrials 19.7% 1.3400
ADM Archer Daniels Midland Consumer Staples 18.9% 1.3800
MRK Merck & Co. Health Care 18.8% 1.2779
NUE Position closed
2006-09-05 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 21.4% 1.8901
DECK Deckers Brands Consumer Discretionary 19.9% 1.3907
NUE Nucor Materials 19.3% 1.3527
EME Emcor Industrials 18.7% 1.4146
ADM Archer Daniels Midland Consumer Staples 18.5% 1.3596
GRMN Position closed
STLD Position closed
2006-08-28 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 21.4% 1.7368
GRMN Garmin Consumer Discretionary 20.0% 1.3356
STLD Steel Dynamics Materials 19.6% 1.3807
ADM Archer Daniels Midland Consumer Staples 19.3% 1.4204
EME Emcor Industrials 19.2% 1.3015
2006-08-21 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 20.9% 1.4197
GRMN Garmin Consumer Discretionary 20.0% 1.4847
STLD Steel Dynamics Materials 19.6% 1.4514
EME Emcor Industrials 19.6% 1.3310
ADM Archer Daniels Midland Consumer Staples 18.8% 1.4532
LVS Position closed
CHRW Position closed
2006-08-14 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 21.0% 1.4667
STLD Steel Dynamics Materials 19.5% 1.4002
LVS Las Vegas Sands Consumer Discretionary 19.0% 1.4967
ADM Archer Daniels Midland Consumer Staples 19.0% 1.4834
CHRW C.H. Robinson Industrials 18.7% 1.3038
GRMN Position closed
2006-08-07 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 21.1% 1.6827
GRMN Garmin Consumer Discretionary 20.8% 1.6315
STLD Steel Dynamics Materials 19.7% 1.4648
ADM Archer Daniels Midland Consumer Staples 18.9% 1.5045
CHRW C.H. Robinson Industrials 18.5% 1.4072
MNST Position closed
EXPD Position closed
NUE Position closed
2006-07-31 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 21.5% 1.6275
GRMN Garmin Consumer Discretionary 19.9% 1.6103
MNST Monster Beverage Consumer Staples 19.9% 2.3651
EXPD Expeditors International Industrials 19.5% 1.5568
NUE Nucor Materials 18.3% 1.4409
STLD Position closed
2006-07-24 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
GRMN Garmin Consumer Discretionary 20.2% 1.5753
STLD Steel Dynamics Materials 19.9% 1.4986
MNST Monster Beverage Consumer Staples 19.8% 2.1846
AKAM Akamai Technologies Information Technology 19.7% 1.6315
EXPD Expeditors International Industrials 19.3% 1.5722
NUE Position closed
2006-07-17 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.1% 2.1724
AKAM Akamai Technologies Information Technology 20.0% 1.4277
EXPD Expeditors International Industrials 19.8% 1.4710
GRMN Garmin Consumer Discretionary 19.7% 1.5001
NUE Nucor Materials 18.9% 1.4754
STLD Position closed
LVS Position closed
2006-07-10 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
STLD Steel Dynamics Materials 19.9% 1.4703
MNST Monster Beverage Consumer Staples 19.8% 2.4544
AKAM Akamai Technologies Information Technology 19.5% 1.5253
LVS Las Vegas Sands Consumer Discretionary 19.4% 1.5755
EXPD Expeditors International Industrials 17.8% 1.5129
NUE Position closed
2006-07-03 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 19.8% 2.6499
NUE Nucor Materials 19.6% 1.6357
LVS Las Vegas Sands Consumer Discretionary 19.1% 1.6416
AKAM Akamai Technologies Information Technology 18.4% 1.6495
EXPD Expeditors International Industrials 18.0% 1.5511
GRMN Position closed
2006-06-26 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 14.6% 1.5592
MNST Monster Beverage Consumer Staples 14.2% 2.5452
NUE Nucor Materials 13.9% 1.6283
GRMN Garmin Consumer Discretionary 12.6% 1.5351
EXPD Expeditors International Industrials 12.1% 1.4886
STLD Position closed
LVS Position closed
2006-06-19 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 15.1% 1.6270
STLD Steel Dynamics Materials 13.9% 1.6589
MNST Monster Beverage Consumer Staples 13.9% 2.8170
LVS Las Vegas Sands Consumer Discretionary 13.2% 1.6141
EXPD Expeditors International Industrials 12.3% 1.5743
FIX Position closed
GRMN Position closed
2006-06-12 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 14.7% 1.7760
FIX Comfort Systems USA Industrials 14.2% 1.6495
MNST Monster Beverage Consumer Staples 14.0% 2.8892
GRMN Garmin Consumer Discretionary 13.9% 1.6541
STLD Steel Dynamics Materials 13.8% 1.8786
2006-06-05 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AKAM Akamai Technologies Information Technology 14.7% 1.7731
STLD Steel Dynamics Materials 14.5% 1.8529
FIX Comfort Systems USA Industrials 14.3% 1.7235
MNST Monster Beverage Consumer Staples 14.1% 2.2012
GRMN Garmin Consumer Discretionary 13.7% 1.6813
DECK Position closed
2006-05-30 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
DECK Deckers Brands Consumer Discretionary 20.0% 1.6341
STLD Steel Dynamics Materials 19.9% 1.7131
MNST Monster Beverage Consumer Staples 19.9% 2.2908
FIX Comfort Systems USA Industrials 19.7% 1.6494
AKAM Akamai Technologies Information Technology 18.8% 1.7654
VRTX Position closed
2006-05-22 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
DECK Deckers Brands Consumer Discretionary 19.9% 1.8003
MNST Monster Beverage Consumer Staples 19.9% 2.2721
AKAM Akamai Technologies Information Technology 19.6% 1.8642
STLD Steel Dynamics Materials 19.5% 1.7599
VRTX Vertex Pharmaceuticals Health Care 18.3% 1.7166
CBRE Position closed
HOLX Position closed
2006-05-15 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.2% 2.2703
CBRE CBRE Group Real Estate 19.9% 1.6322
STLD Steel Dynamics Materials 19.6% 1.7092
HOLX Hologic Health Care 18.9% 1.7307
AKAM Akamai Technologies Information Technology 18.7% 1.8272
DECK Position closed
VRTX Position closed
2006-05-08 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.0% 2.3734
DECK Deckers Brands Consumer Discretionary 19.9% 1.6355
STLD Steel Dynamics Materials 19.8% 1.6620
VRTX Vertex Pharmaceuticals Health Care 18.5% 1.9344
AKAM Akamai Technologies Information Technology 18.4% 1.9101
CIEN Position closed
CBRE Position closed
2006-05-01 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.0% 2.5635
CIEN Ciena Information Technology 20.0% 1.9567
STLD Steel Dynamics Materials 19.8% 1.6581
VRTX Vertex Pharmaceuticals Health Care 19.1% 2.0083
CBRE CBRE Group Real Estate 18.8% 1.7108
NDAQ Position closed
SBAC Position closed
HOLX Position closed
2006-04-24 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.0% 2.4078
NDAQ Nasdaq, Inc. Financials 19.8% 2.0033
SBAC SBA Communications Real Estate 19.8% 1.6862
CIEN Ciena Information Technology 19.1% 1.7405
HOLX Hologic Health Care 19.0% 2.0962
VRTX Position closed
NUE Position closed
2006-04-17 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
VRTX Vertex Pharmaceuticals Health Care 20.7% 2.2243
NDAQ Nasdaq, Inc. Financials 20.2% 2.1668
MNST Monster Beverage Consumer Staples 20.1% 2.5190
CIEN Ciena Information Technology 18.6% 2.0488
NUE Nucor Materials 18.6% 1.5960
SBAC Position closed
2006-04-10 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 20.3% 1.9706
MNST Monster Beverage Consumer Staples 20.0% 2.1720
SBAC SBA Communications Real Estate 20.0% 1.5500
VRTX Vertex Pharmaceuticals Health Care 20.0% 2.1854
CIEN Ciena Information Technology 18.5% 1.7455
2006-04-03 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.0% 2.1686
NDAQ Nasdaq, Inc. Financials 19.8% 2.0636
SBAC SBA Communications Real Estate 19.6% 1.6797
CIEN Ciena Information Technology 18.7% 1.9189
VRTX Vertex Pharmaceuticals Health Care 18.3% 2.6974
2006-03-27 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.1% 2.1920
SBAC SBA Communications Real Estate 20.1% 1.6325
NDAQ Nasdaq, Inc. Financials 19.5% 1.9869
CIEN Ciena Information Technology 18.6% 1.8350
VRTX Vertex Pharmaceuticals Health Care 18.1% 2.5168
MPWR Position closed
2006-03-20 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
SBAC SBA Communications Real Estate 21.0% 1.6060
NDAQ Nasdaq, Inc. Financials 20.3% 2.0345
VRTX Vertex Pharmaceuticals Health Care 20.2% 2.2065
MNST Monster Beverage Consumer Staples 20.0% 1.9582
MPWR Monolithic Power Systems Information Technology 19.7% 1.9183
2006-03-13 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 20.7% 2.2196
MNST Monster Beverage Consumer Staples 20.1% 2.2513
MPWR Monolithic Power Systems Information Technology 19.3% 1.9624
SBAC SBA Communications Real Estate 19.2% 1.5134
VRTX Vertex Pharmaceuticals Health Care 19.2% 2.3215
2006-03-06 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.0% 2.2338
MPWR Monolithic Power Systems Information Technology 20.0% 2.0196
NDAQ Nasdaq, Inc. Financials 19.9% 2.0919
VRTX Vertex Pharmaceuticals Health Care 19.6% 2.1069
SBAC SBA Communications Real Estate 19.3% 1.5632
NFLX Position closed
HOLX Position closed
2006-02-27 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.0% 1.6550
MNST Monster Beverage Consumer Staples 20.0% 2.4886
MPWR Monolithic Power Systems Information Technology 19.9% 2.1477
NDAQ Nasdaq, Inc. Financials 19.4% 2.1686
HOLX Hologic Health Care 19.2% 1.9736
VRTX Position closed
GOOG Position closed
CRM Position closed
2006-02-21 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
VRTX Vertex Pharmaceuticals Health Care 20.2% 2.1030
GOOG Alphabet Inc. (Class C) Communication Services 20.1% 1.5613
MNST Monster Beverage Consumer Staples 20.0% 2.7122
CRM Salesforce Information Technology 19.9% 2.0779
NDAQ Nasdaq, Inc. Financials 19.8% 2.1787
2006-02-13 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 20.5% 2.0566
MNST Monster Beverage Consumer Staples 20.1% 2.6735
GOOG Alphabet Inc. (Class C) Communication Services 19.9% 1.7218
CRM Salesforce Information Technology 19.7% 1.8784
VRTX Vertex Pharmaceuticals Health Care 19.5% 2.0432
GOOGL Position closed
ISRG Position closed
2006-02-06 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 20.6% 2.2452
MNST Monster Beverage Consumer Staples 20.1% 2.1850
CRM Salesforce Information Technology 19.9% 1.7690
GOOGL Alphabet Inc. (Class A) Communication Services 19.6% 1.5334
ISRG Intuitive Surgical Health Care 19.5% 1.9344
NFLX Position closed
AAPL Position closed
2006-01-30 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 20.5% 1.9586
NDAQ Nasdaq, Inc. Financials 20.2% 2.4123
MNST Monster Beverage Consumer Staples 20.0% 2.4702
NFLX Netflix Communication Services 20.0% 1.5916
AAPL Apple Inc. Information Technology 19.9% 1.6325
GOOGL Position closed
MPWR Position closed
2006-01-23 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 20.7% 2.2180
MNST Monster Beverage Consumer Staples 20.0% 2.4094
GOOGL Alphabet Inc. (Class A) Communication Services 19.9% 1.5529
NDAQ Nasdaq, Inc. Financials 19.9% 2.4135
MPWR Monolithic Power Systems Information Technology 19.6% 1.7112
CRM Position closed
2006-01-17 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 20.2% 2.2244
MNST Monster Beverage Consumer Staples 20.1% 2.6919
CRM Salesforce Information Technology 20.0% 1.7233
GOOGL Alphabet Inc. (Class A) Communication Services 19.8% 1.5392
NDAQ Nasdaq, Inc. Financials 19.6% 2.3495
NFLX Position closed
AAPL Position closed
2006-01-09 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 20.1% 2.4725
ISRG Intuitive Surgical Health Care 20.1% 2.2320
MNST Monster Beverage Consumer Staples 20.0% 2.7130
NFLX Netflix Communication Services 20.0% 1.6984
AAPL Apple Inc. Information Technology 20.0% 1.8161
2006-01-03 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 20.4% 2.2120
AAPL Apple Inc. Information Technology 20.1% 1.7176
MNST Monster Beverage Consumer Staples 20.1% 2.5204
NFLX Netflix Communication Services 20.0% 1.6361
NDAQ Nasdaq, Inc. Financials 19.9% 2.4267
2005-12-27 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 20.7% 2.2683
MNST Monster Beverage Consumer Staples 20.0% 2.4503
NFLX Netflix Communication Services 20.0% 1.7887
AAPL Apple Inc. Information Technology 19.9% 1.6712
NDAQ Nasdaq, Inc. Financials 19.4% 2.7225
MPWR Position closed
2005-12-19 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 20.2% 2.1304
NFLX Netflix Communication Services 20.0% 1.6438
MNST Monster Beverage Consumer Staples 20.0% 2.4834
NDAQ Nasdaq, Inc. Financials 19.7% 2.4096
MPWR Monolithic Power Systems Information Technology 19.6% 1.8911
AAPL Position closed
2005-12-12 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 20.5% 1.9712
MNST Monster Beverage Consumer Staples 20.0% 2.2835
NFLX Netflix Communication Services 20.0% 1.7473
AAPL Apple Inc. Information Technology 20.0% 1.5694
NDAQ Nasdaq, Inc. Financials 19.7% 2.8802
VLO Position closed
2005-12-05 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
NFLX Netflix Communication Services 20.0% 1.8208
MNST Monster Beverage Consumer Staples 20.0% 2.0014
NDAQ Nasdaq, Inc. Financials 19.9% 2.7208
ISRG Intuitive Surgical Health Care 19.3% 1.9170
VLO Valero Energy Energy 19.2% 1.6725
2005-11-28 SIDEWAYS 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 14.3% 2.4876
MNST Monster Beverage Consumer Staples 14.0% 1.7040
NFLX Netflix Communication Services 14.0% 1.7342
VLO Valero Energy Energy 13.9% 1.5834
ISRG Intuitive Surgical Health Care 13.4% 1.9056
AAPL Position closed
VRTX Position closed
2005-11-21 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 14.5% 2.3493
MNST Monster Beverage Consumer Staples 14.1% 1.7851
NFLX Netflix Communication Services 14.0% 1.7575
AAPL Apple Inc. Information Technology 13.9% 1.5862
VRTX Vertex Pharmaceuticals Health Care 13.6% 1.6890
VLO Position closed
2005-11-14 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 14.1% 2.3309
MNST Monster Beverage Consumer Staples 14.1% 1.6766
NFLX Netflix Communication Services 13.9% 1.9668
VRTX Vertex Pharmaceuticals Health Care 13.9% 1.6681
VLO Valero Energy Energy 13.6% 1.7606
HOLX Position closed
2005-11-07 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
VLO Valero Energy Energy 14.6% 1.7093
NDAQ Nasdaq, Inc. Financials 14.4% 2.2425
HOLX Hologic Health Care 14.3% 1.8314
MNST Monster Beverage Consumer Staples 14.0% 1.9057
NFLX Netflix Communication Services 14.0% 1.9634
2005-10-31 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.0% 1.9013
NFLX Netflix Communication Services 20.0% 1.9264
NDAQ Nasdaq, Inc. Financials 19.7% 2.1007
VLO Valero Energy Energy 19.6% 1.8329
HOLX Hologic Health Care 19.3% 1.8457
ISRG Position closed
2005-10-24 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 20.3% 1.9513
NDAQ Nasdaq, Inc. Financials 20.3% 2.1361
MNST Monster Beverage Consumer Staples 20.0% 1.7293
NFLX Netflix Communication Services 20.0% 1.8825
VLO Valero Energy Energy 19.6% 1.7292
2005-10-17 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.0% 1.9793
NFLX Netflix Communication Services 20.0% 1.8309
NDAQ Nasdaq, Inc. Financials 19.9% 2.1584
ISRG Intuitive Surgical Health Care 19.7% 1.7570
VLO Valero Energy Energy 19.2% 1.7432
GLW Position closed
2005-10-10 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 20.5% 2.2443
MNST Monster Beverage Consumer Staples 20.0% 2.1659
ISRG Intuitive Surgical Health Care 19.9% 1.7092
GLW Corning Inc. Information Technology 19.7% 1.6063
VLO Valero Energy Energy 19.1% 1.7208
SBAC Position closed
2005-10-03 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 20.3% 2.1471
MNST Monster Beverage Consumer Staples 20.1% 2.1813
ISRG Intuitive Surgical Health Care 20.0% 1.9532
SBAC SBA Communications Real Estate 20.0% 1.6190
VLO Valero Energy Energy 18.6% 1.6951
GOOGL Position closed
2005-09-26 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 20.5% 2.3484
ISRG Intuitive Surgical Health Care 20.1% 1.9953
MNST Monster Beverage Consumer Staples 20.0% 1.9635
SBAC SBA Communications Real Estate 19.8% 1.6327
GOOGL Alphabet Inc. (Class A) Communication Services 19.7% 1.5818
NFLX Position closed
2005-09-19 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 20.3% 1.9370
NDAQ Nasdaq, Inc. Financials 20.3% 2.3620
SBAC SBA Communications Real Estate 20.2% 1.5750
NFLX Netflix Communication Services 20.0% 1.6464
MNST Monster Beverage Consumer Staples 19.9% 2.0459
GOOG Position closed
2005-09-12 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 20.5% 1.8605
SBAC SBA Communications Real Estate 20.2% 1.6551
GOOG Alphabet Inc. (Class C) Communication Services 20.1% 1.7210
MNST Monster Beverage Consumer Staples 20.0% 1.9920
NDAQ Nasdaq, Inc. Financials 19.6% 2.2766
2005-09-06 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 20.1% 2.2909
SBAC SBA Communications Real Estate 20.0% 1.7683
MNST Monster Beverage Consumer Staples 20.0% 2.2419
ISRG Intuitive Surgical Health Care 20.0% 1.7461
GOOG Alphabet Inc. (Class C) Communication Services 19.8% 1.7941
2005-08-29 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 20.1% 2.1148
MNST Monster Beverage Consumer Staples 20.0% 2.4572
ISRG Intuitive Surgical Health Care 19.9% 1.8449
SBAC SBA Communications Real Estate 19.9% 1.9905
GOOG Alphabet Inc. (Class C) Communication Services 19.7% 1.7140
GOOGL Position closed
AAPL Position closed
2005-08-22 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
SBAC SBA Communications Real Estate 20.4% 1.8398
NDAQ Nasdaq, Inc. Financials 20.1% 2.0273
MNST Monster Beverage Consumer Staples 20.0% 2.6682
GOOGL Alphabet Inc. (Class A) Communication Services 20.0% 1.8269
AAPL Apple Inc. Information Technology 20.0% 1.5354
VLO Position closed
CRM Position closed
2005-08-15 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
VLO Valero Energy Energy 21.1% 1.5539
NDAQ Nasdaq, Inc. Financials 20.3% 2.1680
MNST Monster Beverage Consumer Staples 19.9% 2.5906
CRM Salesforce Information Technology 19.7% 1.7218
SBAC SBA Communications Real Estate 19.6% 1.8523
NVDA Position closed
2005-08-08 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
VLO Valero Energy Energy 20.4% 1.6415
MNST Monster Beverage Consumer Staples 20.0% 2.2512
NVDA Nvidia Information Technology 20.0% 1.6215
NDAQ Nasdaq, Inc. Financials 19.9% 2.0831
SBAC SBA Communications Real Estate 19.7% 1.9046
VRTX Position closed
2005-08-01 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 20.1% 2.1754
MNST Monster Beverage Consumer Staples 19.9% 2.5237
SBAC SBA Communications Real Estate 19.8% 1.9081
VRTX Vertex Pharmaceuticals Health Care 19.0% 1.6243
VLO Valero Energy Energy 18.7% 1.5582
ISRG Position closed
2005-07-25 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 20.3% 2.0627
SBAC SBA Communications Real Estate 20.2% 1.7197
MNST Monster Beverage Consumer Staples 19.9% 2.6285
ISRG Intuitive Surgical Health Care 19.8% 1.5215
VLO Valero Energy Energy 19.6% 1.5617
TPL Position closed
HUM Position closed
2005-07-18 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.1% 2.4746
TPL Texas Pacific Land Corporation Energy 20.0% 1.6271
NDAQ Nasdaq, Inc. Financials 19.8% 2.2070
SBAC SBA Communications Real Estate 19.2% 1.7636
HUM Humana Health Care 17.5% 1.4545
2005-07-11 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
SBAC SBA Communications Real Estate 20.5% 1.5697
MNST Monster Beverage Consumer Staples 20.0% 2.4454
TPL Texas Pacific Land Corporation Energy 19.8% 1.5798
NDAQ Nasdaq, Inc. Financials 19.6% 2.1081
HUM Humana Health Care 17.4% 1.5336
ISRG Position closed
2005-07-05 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
SBAC SBA Communications Real Estate 20.8% 1.6186
MNST Monster Beverage Consumer Staples 20.1% 2.1195
TPL Texas Pacific Land Corporation Energy 20.0% 1.6293
ISRG Intuitive Surgical Health Care 19.9% 1.5972
NDAQ Nasdaq, Inc. Financials 19.6% 1.9524
2005-06-27 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 20.1% 1.8964
SBAC SBA Communications Real Estate 20.1% 1.5480
MNST Monster Beverage Consumer Staples 20.0% 2.0209
TPL Texas Pacific Land Corporation Energy 19.8% 1.7106
ISRG Intuitive Surgical Health Care 19.7% 1.5675
2005-06-20 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
SBAC SBA Communications Real Estate 20.1% 1.6043
ISRG Intuitive Surgical Health Care 20.0% 1.5897
MNST Monster Beverage Consumer Staples 19.9% 2.0043
TPL Texas Pacific Land Corporation Energy 19.9% 1.6098
NDAQ Nasdaq, Inc. Financials 19.8% 1.6787
2005-06-13 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
NDAQ Nasdaq, Inc. Financials 20.3% 1.9873
MNST Monster Beverage Consumer Staples 20.0% 2.2296
TPL Texas Pacific Land Corporation Energy 20.0% 1.9590
SBAC SBA Communications Real Estate 19.9% 1.5178
ISRG Intuitive Surgical Health Care 19.7% 1.5640
AAPL Position closed
2005-06-06 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
AAPL Apple Inc. Information Technology 20.0% 1.5413
NDAQ Nasdaq, Inc. Financials 20.0% 1.9462
MNST Monster Beverage Consumer Staples 20.0% 2.0621
ISRG Intuitive Surgical Health Care 20.0% 1.5437
TPL Texas Pacific Land Corporation Energy 19.8% 2.0218
2005-05-31 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
TPL Texas Pacific Land Corporation Energy 14.3% 1.9956
ISRG Intuitive Surgical Health Care 14.2% 1.5400
MNST Monster Beverage Consumer Staples 14.1% 1.7136
AAPL Apple Inc. Information Technology 13.9% 1.5171
NDAQ Nasdaq, Inc. Financials 13.9% 1.9474
SBAC Position closed
2005-05-23 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 14.5% 1.9293
AAPL Apple Inc. Information Technology 14.1% 1.6692
MNST Monster Beverage Consumer Staples 14.1% 1.9600
TPL Texas Pacific Land Corporation Energy 13.9% 1.8799
SBAC SBA Communications Real Estate 13.5% 1.5169
2005-05-16 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 14.1% 1.8325
MNST Monster Beverage Consumer Staples 14.0% 2.0502
AAPL Apple Inc. Information Technology 14.0% 1.6747
TPL Texas Pacific Land Corporation Energy 13.9% 1.9326
SBAC SBA Communications Real Estate 13.1% 1.5435
AES Position closed
2005-05-09 SIDEWAYS 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AES AES Corporation Utilities 14.7% 1.4996
ISRG Intuitive Surgical Health Care 14.1% 1.9740
MNST Monster Beverage Consumer Staples 14.1% 2.4447
AAPL Apple Inc. Information Technology 14.0% 1.9509
TPL Texas Pacific Land Corporation Energy 13.9% 1.9407
VLO Position closed
2005-05-02 SIDEWAYS 5 positions
no changes
Ticker Company Sector Weight RSL Score
VLO Valero Energy Energy 15.2% 1.7805
AES AES Corporation Utilities 15.0% 1.5033
ISRG Intuitive Surgical Health Care 14.2% 1.8612
MNST Monster Beverage Consumer Staples 14.0% 2.6719
AAPL Apple Inc. Information Technology 14.0% 1.8984
2005-04-25 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
VLO Valero Energy Energy 21.7% 1.7830
MNST Monster Beverage Consumer Staples 20.1% 2.3073
AES AES Corporation Utilities 20.0% 1.5100
AAPL Apple Inc. Information Technology 19.9% 1.9942
ISRG Intuitive Surgical Health Care 19.9% 1.9742
2005-04-18 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
VLO Valero Energy Energy 20.8% 1.7197
ISRG Intuitive Surgical Health Care 20.5% 1.8234
MNST Monster Beverage Consumer Staples 20.0% 2.5038
AAPL Apple Inc. Information Technology 19.9% 1.8849
AES AES Corporation Utilities 19.5% 1.6265
SBAC Position closed
2005-04-11 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
VLO Valero Energy Energy 20.8% 1.8738
ISRG Intuitive Surgical Health Care 20.0% 1.7977
MNST Monster Beverage Consumer Staples 20.0% 1.8674
AAPL Apple Inc. Information Technology 19.9% 1.9794
SBAC SBA Communications Real Estate 19.4% 1.5432
AES Position closed
2005-04-04 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
VLO Valero Energy Energy 21.3% 1.7840
MNST Monster Beverage Consumer Staples 20.0% 2.0802
ISRG Intuitive Surgical Health Care 19.9% 1.8931
AAPL Apple Inc. Information Technology 19.9% 2.2239
AES AES Corporation Utilities 19.2% 1.5753
SBAC Position closed
2005-03-28 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
ISRG Intuitive Surgical Health Care 20.2% 1.7855
MNST Monster Beverage Consumer Staples 20.0% 2.0548
AAPL Apple Inc. Information Technology 19.9% 2.3159
VLO Valero Energy Energy 19.9% 1.7840
SBAC SBA Communications Real Estate 19.6% 1.5460
WYNN Position closed
2005-03-21 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AAPL Apple Inc. Information Technology 20.1% 2.3596
ISRG Intuitive Surgical Health Care 20.0% 1.9272
MNST Monster Beverage Consumer Staples 20.0% 1.9953
VLO Valero Energy Energy 19.7% 1.7041
WYNN Wynn Resorts Consumer Discretionary 18.0% 1.5802
SBAC Position closed
2005-03-14 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.0% 1.7154
AAPL Apple Inc. Information Technology 20.0% 2.0558
ISRG Intuitive Surgical Health Care 19.9% 1.8585
VLO Valero Energy Energy 19.4% 1.6358
SBAC SBA Communications Real Estate 19.3% 1.5694
HOLX Position closed
MGM Position closed
2005-03-07 BULL 5 positions
3 new 3 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.0% 1.9413
AAPL Apple Inc. Information Technology 20.0% 2.1944
HOLX Hologic Health Care 19.3% 1.6951
VLO Valero Energy Energy 19.1% 1.6710
MGM MGM Resorts Consumer Discretionary 17.0% 1.5409
TPL Position closed
CNC Position closed
SBAC Position closed
2005-02-28 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
AAPL Apple Inc. Information Technology 20.1% 2.1202
MNST Monster Beverage Consumer Staples 20.0% 2.0609
TPL Texas Pacific Land Corporation Energy 19.8% 1.6220
CNC Centene Corporation Health Care 19.3% 1.6565
SBAC SBA Communications Real Estate 19.3% 1.5702
ISRG Position closed
WYNN Position closed
2005-02-22 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AAPL Apple Inc. Information Technology 20.1% 2.2263
MNST Monster Beverage Consumer Staples 20.0% 1.9257
ISRG Intuitive Surgical Health Care 19.9% 1.6656
TPL Texas Pacific Land Corporation Energy 19.8% 1.6158
WYNN Wynn Resorts Consumer Discretionary 19.0% 1.5810
CME Position closed
2005-02-14 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
CME CME Group Financials 20.2% 1.6424
AAPL Apple Inc. Information Technology 20.1% 1.9745
MNST Monster Beverage Consumer Staples 20.0% 1.9351
ISRG Intuitive Surgical Health Care 19.6% 1.6892
WYNN Wynn Resorts Consumer Discretionary 18.7% 1.5706
TPL Position closed
2005-02-07 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.0% 1.9867
AAPL Apple Inc. Information Technology 19.9% 2.0130
CME CME Group Financials 19.8% 1.7344
TPL Texas Pacific Land Corporation Energy 19.8% 1.7286
WYNN Wynn Resorts Consumer Discretionary 18.6% 1.6331
ISRG Position closed
ADSK Position closed
2005-01-31 BULL 5 positions
no changes
Ticker Company Sector Weight RSL Score
CME CME Group Financials 21.6% 1.8295
MNST Monster Beverage Consumer Staples 20.0% 2.1721
ISRG Intuitive Surgical Health Care 19.7% 1.6786
ADSK Autodesk Information Technology 18.2% 1.9965
WYNN Wynn Resorts Consumer Discretionary 18.1% 1.6896
2005-01-24 BULL 5 positions
2 new 2 exited
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.0% 1.9874
CME CME Group Financials 20.0% 1.7736
ISRG Intuitive Surgical Health Care 19.6% 1.7706
WYNN Wynn Resorts Consumer Discretionary 18.3% 1.7311
ADSK Autodesk Information Technology 18.3% 2.0348
AAPL Position closed
AXON Position closed
2005-01-18 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AAPL Apple Inc. Information Technology 20.1% 1.9960
MNST Monster Beverage Consumer Staples 20.0% 2.2770
WYNN Wynn Resorts Consumer Discretionary 18.6% 1.7488
CME CME Group Financials 18.6% 1.9626
AXON Axon Enterprise Industrials 18.2% 1.8347
SBAC Position closed
2005-01-10 BULL 5 positions
1 new 1 exited
Ticker Company Sector Weight RSL Score
AAPL Apple Inc. Information Technology 20.1% 2.0859
MNST Monster Beverage Consumer Staples 20.0% 2.3373
CME CME Group Financials 19.9% 1.8645
SBAC SBA Communications Real Estate 19.7% 1.8608
AXON Axon Enterprise Industrials 18.9% 1.9963
ISRG Position closed
2005-01-03 BULL 5 positions
5 new
Ticker Company Sector Weight RSL Score
MNST Monster Beverage Consumer Staples 20.0% 2.2197
AAPL Apple Inc. Information Technology 19.9% 2.1699
ISRG Intuitive Surgical Health Care 19.7% 1.7873
SBAC SBA Communications Real Estate 19.4% 1.9866
AXON Axon Enterprise Industrials 18.0% 2.0643