US Momentum: Performance Update

7 Jan 2022

PERFORMANCE (LOG)


 

PERFORMANCE STATISTICS


RISK STATISTICS


MONTHLY RETURNS


 

CLOSED TRADES


 

2024

Stock CodeStock nameEntry DateEntry PriceExit DateExit PriceUnitsGross P/L (%)Gross P/L
MDB
MongoDB, Inc.
1 Jan 24$40930 Mar 24$359
12
(12%)($603)
PDD
PDD Holdings Inc.
1 Jan 24$14630 Mar 24$116
34
(21%)($1,022)
ZS
Zscaler, Inc.
1 Feb 24$23730 Mar 24$193
21
(19%)($924)
ADBE
Adobe Inc.
1 Aug 23$54629 Feb 24$561
9
3%$138
GE
General Electric Company
27 Mar 23$911 Feb 24$133
54
46%$2,250
INTC
Intel Corporation
1 Dec 23$441 Feb 24$43
111
(3%)($134)
NFLX
Netflix, Inc.
1 Jun 23$3951 Jan 24$487
12
23%$1,100
CEG
Constellation Energy Corporation
1 Dec 23$1211 Jan 24$117
41
(3%)($153)

2023

Stock CodeStock nameEntry DateEntry PriceExit DateExit PriceUnitsGross P/L (%)Gross P/L
AEO
American Eagle Outfitters, Inc.
1 Nov 23$171 Dec 23$19
286
9%$435
CPRT
Copart, Inc.
1 May 23$401 Dec 23$50
126
29%$1,331
PRDO
Perdoceo Education Corporation
1 Nov 23$181 Dec 23$17
276
(3%)($196)
META
Meta Platforms, Inc.
27 Mar 23$2051 Nov 23$302
24
47%$2,329
ORCL
Oracle Corporation
1 Jun 23$1051 Nov 23$104
47
(%)($51)
TTD
The Trade Desk, Inc.
1 Aug 23$901 Nov 23$70
54
(22%)($1,077)
ALGN
Align Technology, Inc.
1 Sep 23$37530 Sep 23$305
13
(19%)($908)
TSLA
Tesla, Inc.
1 Aug 23$2661 Sep 23$257
18
(3%)($162)
CDNS
Cadence Design Systems, Inc.
27 Mar 23$2041 Aug 23$234
24
15%$719
LLY
Eli Lilly and Company
1 Jun 23$4291 Aug 23$455
11
6%$285
MELI
MercadoLibre, Inc.
27 Mar 23$1,1871 Aug 23$1,237
4
4%$198
BA
The Boeing Company
27 Mar 23$1993 Jul 23$211
25
6%$297
BKNG
Booking Holdings Inc.
27 Mar 23$2,525.001 Jun 23$2,503.12
2
(0.87%)($43.76)
PDD
PDD Holdings Inc.
27 Mar 23$72.251 Jun 23$63.86
67
(11.61%)($562.13)
SBUX
Starbucks Corporation
1 May 23$114.251 Jun 23$97.59
43
(14.12%)($716.38)
PCAR
PACCAR Inc
27 Mar 23$70.521 May 23$74.69
71
5.91%$296.07
NFLX
Netflix, Inc.
27 Mar 23$327.551 May 23$329.44
15
0.58%$28.35
USDU
WisdomTree Bloomberg U.S. Dollar Bullish Fund
16 Mar 23$26.5727 Mar 23$26.14
628
(1.62%)($270.04)
GLD
SPDR Gold Shares
16 Mar 23$178.2127 Mar 23$181.15
93
1.65%$273.42
SHY
iShares 1-3 Year Treasury Bond ETF
16 Mar 23$82.2427 Mar 23$82.23
202
(0.01%)($2.02)
NFLX
Netflix, Inc.
1 Mar 23$321.5516 Mar 23$304.75
15
(5.22%)($252.00)
MRK
Merck & Co., Inc.
27 Jan 23$106.2116 Mar 23$106.50
46
0.96%$13.34
PCAR
PACCAR Inc
27 Jan 23$74.6716 Mar 23$70.11
44
(5.10%)($200.64)
CAT
Caterpillar Inc.
27 Jan 23$262.4616 Mar 23$215.67
19
(17.83%)($889.01)
XOM
Exxon Mobil Corporation
27 Jan 23$116.9516 Mar 23$99.11
42
(14.48%)($749.28)
GE
General Electric Company
27 Jan 23$81.0016 Mar 23$89.40
61
10.47%$512.40
BIIB
Biogen Inc.
27 Jan 23$292.3616 Mar 23$259.46
17
(11.25%)($559.30)
SBUX
Starbucks Corporation
27 Jan 23$108.7416 Mar 23$99.14
45
(8.34%)($432.00)
BA
The Boeing Company
27 Jan 23$211.3216 Mar 23$196.21
23
(7.15%)($347.53)
ROST
Ross Stores, Inc.
27 Jan 23$120.7716 Mar 23$101.58
41
(15.61%)($786.79)
CVX
Chevron Corporation
27 Jan 23$184.231 Mar 23$160.92
26
(11.83%)($606.06)
SHY
iShares 1-3 Year Treasury Bond ETF
2 May 22$82.8727 Jan 23$81.55
201
(0.42%)($265.32)
UUP
Invesco DB US Dollar Index Bullish Fund
2 May 22$27.6827 Jan 23$27.52
604
0.31%($96.64)
GLD
SPDR Gold Shares
2 May 22$173.6127 Jan 23$179.27
94
3.26%$532.04

2022

Stock CodeStock nameEntry DateEntry PriceExit DateExit PriceUnitsGross P/L (%)Gross P/L
CVX
Chevron Corporation
7 Feb 22$135.342 May 22$156.31
36
16.54%$754.92
XOM
Exxon Mobil Corporation
7 Feb 22$81.142 May 22$85.01
61
5.85%$236.07
COP
ConocoPhillips
7 Feb 22$90.422 May 22$94.27
54
5.10%$207.90
DLTR
Dollar Tree, Inc.
1 Apr 22$161.192 May 22$163.00
31
1.12%$56.11
EXC
Exelon Corporation
1 Apr 22$47.602 May 22$46.87
104
(1.53%)($75.92)
ABBV
AbbVie Inc.
1 Mar 22$147.672 May 22$146.65
33
0.26%($33.66)
PANW
Palo Alto Networks, Inc.
1 Mar 22$591.392 May 22$558.26
8
(5.60%)($265.04)
FTNT
Fortinet, Inc.
7 Feb 22$311.422 May 22$288.56
15
(7.34%)($342.90)
DDOG
Datadog, Inc.
1 Mar 22$160.242 May 22$119.94
31
(25.15%)($1,249.30)
NVDA
NVIDIA Corporation
7 Feb 22$243.722 May 22$185.41
20
(23.91%)($1,166.20)
F
Ford Motor Company
7 Feb 22$17.731 Apr 22$17.01
278
(4.06%)($200.16)
CVS
CVS Health Corporation
7 Feb 22$108.991 Apr 22$101.21
46
(7.14%)($357.88)
GLD
SPDR Gold Shares
28 Jan 22$166.567 Feb 22$169.45
99
1.74%$286.11
SHY
iShares 1-3 Year Treasury Bond ETF
28 Jan 22$84.927 Feb 22$84.72
196
(0.21%)($39.20)
UUP
Invesco DB US Dollar Index Bullish Fund
28 Jan 22$26.047 Feb 22$25.59
640
(1.73%)($288.00)
LCID
Lucid Group, Inc.
4 Jan 22$40.7528 Jan 22$28.06
123
(31.14%)($1,560.87)
FTNT
Fortinet, Inc.
4 Jan 22$330.5028 Jan 22$273.75
15
(17.17%)($851.25)
DDOG
Datadog, Inc.
4 Jan 22$163.4428 Jan 22$130.31
31
(20.27%)($1,027.03)
AMD
Advanced Micro Devices, Inc.
1 Dec 21$160.3728 Jan 22$101.55
31
(36.68%)($1,823.42)
XLNX
Xilinx
1 Dec 21$232.2628 Jan 22$171.73
22
(26.06%)($1,331.66)
INTU
Intuit Inc.
1 Dec 21$667.9028 Jan 22$520.16
7
(22.02%)($1,034.18)
TSLA
Tesla, Inc.
1 Nov 21$1,145.0028 Jan 22$831.56
4
(27.37%)($1,253.76)
F
Ford Motor Company
1 Nov 21$17.5028 Jan 22$19.32
286
11.54%$520.52
NVDA
NVIDIA Corporation
1 Sep 21$224.8528 Jan 22$220.12
22
(2.09%)($104.06)
SPG
Simon Property Group, Inc.
3 May 21$122.6928 Jan 22$143.56
41
20.72%$855.67
ASML
ASML Holding N.V.
2 Aug 21$770.814 Jan 22$793.63
6
3.19%$136.92
COP
ConocoPhillips
1 Nov 21$74.954 Jan 22$74.56
67
(0.25%)($26.13)
TEAM
Atlassian Corporation
1 Sep 21$369.054 Jan 22$347.28
14
(5.90%)($304.78)

 

2021

Stock CodeStock nameEntry DateEntry PriceExit DateExit PriceUnitsGross P/L (%)Gross P/L
COF
Capital One Financial Corporation
1 Apr 21$128.411 Dec 21$144.50
39
14.24%$627.51
MS
Morgan Stanley
2 Aug 21$96.721 Dec 21$96.98
52
0.99%$13.52
MRNA
Moderna, Inc.
3 Aug 20$74.981 Dec 21$330.00
67
340.12%$17,086.34
GOOGL
Alphabet Inc.
1 Oct 21$2,688.951 Nov 21$2,960.92
2
10.11%$543.94
AMAT
Applied Materials, Inc.
3 Mar 21$121.181 Nov 21$136.98
41
13.43%$647.80
ALGN
Align Technology, Inc.
1 Oct 21$672.001 Nov 21$631.50
7
(6.03%)($283.50)
CRWD
CrowdStrike Holdings, Inc.
1 Sep 21$273.221 Oct 21$246.65
18
(9.72%)($478.26)
WFC
Wells Fargo & Company
2 Aug 21$46.041 Oct 21$46.55
109
1.54%$55.59
F
Ford Motor Company
1 Jun 21$14.721 Sep 21$13.03
340
(11.48%)($574.60)
TGT
Target Corporation
2 Aug 21$262.081 Sep 21$247.00
19
(5.41%)($286.52)
IDXX
IDEXX Laboratories, Inc.
2 Aug 21$687.411 Sep 21$671.64
7
(2.29%)($110.39)
ALGN
Align Technology, Inc.
1 Dec 20$487.462 Aug 21$700.00
10
43.60%$2,125.40
NVDA
NVIDIA Corporation
1 Jun 21$201.252 Aug 21$197.00
25
(0.60%)($106.25)
GM
General Motors Company
1 Apr 21$57.922 Aug 21$57.37
86
(0.95%)($47.30)
LRCX
Lam Research Corporation
3 May 21$629.272 Aug 21$646.20
8
2.90%$135.44
TSLA
Tesla, Inc.
3 Jun 20$177.622 Aug 21$700.00
28
296.91%$14,626.64
WFC
Wells Fargo & Company
1 Jun 21$47.161 Jul 21$45.48
106
(3.56%)($178.08)
GE
General Electric Company
3 May 21$13.241 Jun 21$14.23
378
7.48%$374.22
PDD
PDD Holdings Inc.
4 Jan 21$176.751 Jun 21$132.54
28
(25.01%)($1,237.88)
F
Ford Motor Company
1 Apr 21$12.283 May 21$11.56
407
(5.86%)($293.04)
BIDU
Baidu, Inc.
1 Feb 21$239.353 May 21$210.55
21
(12.03%)($604.80)
PTON
Peloton Interactive, Inc.
4 Jan 21$152.513 May 21$98.26
33
(35.57%)($1,790.25)
DOCU
DocuSign, Inc.
1 Jul 20$171.251 Apr 21$205.30
29
19.88%$987.45
MELI
MercadoLibre, Inc.
1 Oct 20$1,097.991 Apr 21$1,518.74
5
38.32%$2,103.75
ZM
Zoom Video Communications, Inc.
2 Nov 20$462.291 Apr 21$325.98
11
(29.49%)($1,499.41)
GM
General Motors Company
1 Feb 21$51.461 Mar 21$52.41
97
1.85%$92.15
MTCH
Match Group, Inc.
4 Jan 21$153.311 Feb 21$142.41
33
(7.11%)($359.70)
FDX
FedEx Corporation
1 Oct 20$255.261 Feb 21$237.38
20
(6.75%)($357.60)
NVDA
NVIDIA Corporation
3 Jun 20$352.894 Jan 21$524.17
14
48.67%$2,397.92
AMD
Advanced Micro Devices, Inc.
1 Sep 20$91.924 Jan 21$92.11
54
0.21%$10.26
JD
JD.com, Inc.
3 Jun 20$56.184 Jan 21$87.56
89
55.86%$2,792.82

 

2020

Stock CodeStock nameEntry DateEntry PriceExit DateExit PriceUnitsGross P/L (%)Gross P/L
PDD
PDD Holdings Inc.
1 Sep 20$89.371 Dec 20$139.81
56
56.44%$2,824.64
DXCM
DexCom, Inc.
3 Jun 20$374.002 Nov 20$328.54
13
(12.16%)($590.98)
ZM
Zoom Video Communications, Inc.
3 Jun 20$211.701 Oct 20$477.00
24
125.32%$6,367.20
AAPL
Apple Inc.
1 Sep 20$132.761 Oct 20$117.64
38
(11.39%)($574.56)
SGEN
Seagen Inc.
3 Jun 20$159.091 Sep 20$159.32
31
0.14%$7.13
MELI
MercadoLibre, Inc.
1 Jul 20$985.001 Sep 20$1,200.00
5
21.83%$1,075.00
REGN
Regeneron Pharmaceuticals, Inc.
3 Jun 20$615.371 Sep 20$615.63
8
0.04%$2.08
PYPL
PayPal Holdings, Inc.
1 Jul 20$174.233 Aug 20$198.25
29
13.79%$696.58
CTXS
Citrix Systems
3 Jun 20$143.851 Jul 20$147.01
35
2.44%$110.60
VRTX
Vertex Pharmaceuticals Incorporated
3 Jun 20$283.721 Jul 20$290.50
18
2.39%$122.04
AMD
Advanced Micro Devices, Inc.
3 Jun 20$53.601 Jul 20$52.63
93
(1.81%)($90.21)
GOLD
Barrick Gold Corporation
2 Mar 20$229.383 Jun 20$234.60
22
2.31%$114.84
UUP
Invesco DB US Dollar Index Bullish Fund
2 Mar 20$26.413 Jun 20$26.38
640
(0.11%)($19.20)
TLT
iShares 20+ Year Treasury Bond ETF
2 Mar 20$155.303 Jun 20$160.18
32
3.72%$156.16
TDG
TransDigm Group Incorporated
3 Dec 19$551.442 Mar 20$559.70
9
7.39%$74.34
QRVO
Qorvo, Inc.
3 Jan 20$114.062 Mar 20$101.09
44
(11.37%)($570.68)
PHM
PulteGroup, Inc.
3 Feb 20$44.652 Mar 20$40.49
112
(9.32%)($465.92)
PAYC
Paycom Software, Inc.
3 Feb 20$318.162 Mar 20$285.98
16
(10.11%)($514.88)
NVDA
NVIDIA Corporation
3 Dec 19$201.872 Mar 20$276.90
25
37.25%$1,875.75
LRCX
Lam Research Corporation
3 Dec 19$256.792 Mar 20$296.64
19
15.97%$757.15
KSU
Kansas City Southern
3 Feb 20$168.692 Mar 20$151.57
30
(10.15%)($513.60)
CPRT
Copart, Inc.
3 Feb 20$101.462 Mar 20$84.12
49
(17.09%)($849.66)
AMD
Advanced Micro Devices, Inc.
4 Nov 19$35.152 Mar 20$47.42
142
34.91%$1,742.34
AAPL
Apple Inc.
3 Dec 19$258.282 Mar 20$282.28
19
9.59%$456.00
AMAT
Applied Materials, Inc.
4 Nov 19$56.023 Feb 20$58.68
89
5.12%$236.74
SWKS
Skyworks Solutions, Inc.
3 Jan 20$119.913 Feb 20$113.12
42
(5.66%)($285.18)
TGT
Target Corporation
3 Jan 20$124.633 Feb 20$111.14
40
(10.82%)($539.60)
KLAC
KLA Corporation
2 Oct 19$156.283 Feb 20$167.27
32
7.58%$351.68
KEYS
Keysight Technologies, Inc.
4 Nov 19$103.182 Jan 20$103.84
48
0.64%$31.68
STX
Seagate Technology Holdings plc
3 Dec 19$58.742 Jan 20$59.81
85
2.93%$90.95
ANSS
ANSYS, Inc.
3 Dec 19$245.072 Jan 20$257.01
20
4.87%$238.80

 

2019

Stock CodeStock nameEntry DateEntry PriceExit DateExit PriceUnitsGross P/L (%)Gross P/L
TGT
Target Corporation
4 Nov 19$108.502 Dec 19$125.72
46
16.48%$792.12
DG
Dollar General Corporation
2 Oct 19$157.712 Dec 19$158.28
32
0.56%$18.24
PHM
PulteGroup, Inc.
2 Oct 19$36.502 Dec 19$39.50
137
8.22%$411.00
MKTX
MarketAxess Holdings Inc.
4 Nov 19$368.532 Dec 19$402.55
14
9.37%$476.28
EW
Edwards Lifesciences Corporation
4 Nov 19$238.682 Dec 19$245.52
21
2.87%$143.64
CPRT
Copart, Inc.
2 Oct 19$79.342 Dec 19$88.68
63
11.77%$588.42
CMG
Chipotle Mexican Grill, Inc.
4 Sep 19$834.131 Nov 19$778.26
6
(6.70%)($335.22)
MLM
Martin Marietta Materials, Inc.
2 Oct 19$266.171 Nov 19$263.63
19
(0.95%)($48.26)
HSY
The Hershey Company
2 Aug 19$152.121 Nov 19$147.26
33
(2.69%)($160.38)
TDG
TransDigm Group Incorporated
2 Oct 19$501.841 Nov 19$531.03
10
5.82%$291.90
CINF
Cincinnati Financial Corporation
2 Oct 19$113.541 Nov 19$113.52
44
(0.02%)($0.88)
BLL
Ball Corp
1 Jul 19$70.581 Nov 19$69.83
71
(1.06%)($53.25)
TWTR
Twitter Inc
4 Sep 19$42.491 Oct 19$41.43
118
(2.49%)($125.08)
MKTX
MarketAxess Holdings Inc.
2 Aug 19$341.001 Oct 19$325.57
15
(4.38%)($231.45)
TSN
Tyson Foods, Inc.
4 Sep 19$91.131 Oct 19$85.92
55
(5.72%)($286.55)
SBAC
SBA Communications Corporation
2 Aug 19$247.581 Oct 19$240.84
20
(2.57%)($134.80)
ZTS
Zoetis Inc.
4 Sep 19$127.651 Oct 19$124.99
39
(2.08%)($103.74)
SBUX
Starbucks Corporation
2 Aug 19$95.001 Oct 19$88.63
53
(6.33%)($337.61)
TSS
Total System Services Inc
1 Jul 19$130.2217 Sep 19$133.27
38
2.44%$115.90
CPRT
Copart, Inc.
2 Aug 19$76.783 Sep 19$75.22
65
(2.03%)($101.40)
AMD
Advanced Micro Devices, Inc.
1 Jul 19$31.283 Sep 19$30.83
160
(1.44%)($72.00)
GPN
Global Payments Inc.
1 Jul 19$162.553 Sep 19$165.06
31
1.54%$77.81
CDNS
Cadence Design Systems, Inc.
1 Jul 19$72.563 Sep 19$67.82
69
(6.53%)($327.06)
MSCI
MSCI Inc.
1 Jul 19$242.161 Aug 19$228.11
21
(5.80%)($295.05)
MTD
Mettler-Toledo International Inc.
1 Jul 19$853.041 Aug 19$758.86
6
(11.04%)($565.08)
COTY
Coty Inc.
1 Jul 19$13.431 Aug 19$10.89
372
(18.91%)($944.88)
CMG
Chipotle Mexican Grill, Inc.
1 Jul 19$740.001 Aug 19$794.73
7
7.40%$383.11
XRX
Xerox Holdings Corporation
1 Jul 19$36.081 Aug 19$32.04
139
(11.20%)($561.56)
USDINDEXSEP19
USDINDEXSEP19
13 Jun 19$96.5271 Jul 19$95.892
52
(0.660%)($33.020)
XAUAUD
XAUAUD
4 Jun 19$1,896.681 Jul 19$1,987.29
3
4.78%$271.83
TLT
iShares 20+ Year Treasury Bond ETF
4 Jun 19$131.401 Jul 19$132.56
38
1.08%$44.08
USDINDEXJUN19
USDINDEXJUN19
4 Jun 19$97.1413 Jun 19$97.06
51
(0.08%)($4.08)
AVGO
Broadcom Inc.
2 May 19$319.983 Jun 19$252.55
16
(21.07%)($1,078.88)
AMD
Advanced Micro Devices, Inc.
2 May 19$26.903 Jun 19$28.73
186
6.80%$340.38
XLNX
Xilinx
4 Mar 19$127.033 Jun 19$103.55
39
(18.19%)($915.72)
KEYS
Keysight Technologies, Inc.
2 May 19$85.753 Jun 19$75.15
58
(12.36%)($614.80)
AZO
AutoZone, Inc.
4 Mar 19$934.413 Jun 19$1,027.12
5
9.92%$463.55
CDNS
Cadence Design Systems, Inc.
4 Mar 19$58.883 Jun 19$63.31
85
7.52%$376.55
TDG
TransDigm Group Incorporated
2 May 19$476.903 Jun 19$440.25
10
(7.69%)($366.50)
CMG
Chipotle Mexican Grill, Inc.
2 Apr 19$703.003 Jun 19$657.63
7
(6.45%)($317.59)
FTNT
Fortinet, Inc.
2 May 19$91.823 Jun 19$72.32
54
(21.24%)($1,053.00)
MSCI
MSCI Inc.
2 May 19$225.093 Jun 19$220.01
22
(2.00%)($111.76)
AES
The AES Corporation
4 Mar 19$17.531 May 19$17.11
285
(1.62%)($119.70)
WELL
Welltower Inc.
2 Apr 19$77.241 May 19$74.80
65
(3.16%)($158.60)
ULTA
Ulta Beauty, Inc.
2 Apr 19$353.371 May 19$347.81
14
(1.57%)($77.84)
ORLY
O'Reilly Automotive, Inc.
2 Apr 19$393.001 May 19$377.69
13
(3.90%)($199.03)
O
Realty Income Corporation
2 Apr 19$72.551 May 19$69.95
69
(3.27%)($179.40)
AMT
American Tower Corporation
2 Apr 19$193.251 May 19$194.95
26
1.35%$44.20
TDG
TransDigm Group Incorporated
4 Mar 19$440.121 Apr 19$457.55
11
3.96%$191.73
SBUX
Starbucks Corporation
4 Mar 19$70.991 Apr 19$74.76
70
5.31%$263.90
MRK
Merck & Co., Inc.
4 Mar 19$82.001 Apr 19$83.81
61
2.88%$110.41
LLY
Eli Lilly and Company
4 Mar 19$129.841 Apr 19$130.73
39
4.16%$34.71
BLL
Ball Corp
4 Mar 19$55.431 Apr 19$58.05
90
4.73%$235.80
BA
The Boeing Company
4 Mar 19$443.401 Apr 19$385.56
11
(13.04%)($636.24)
UUP
Invesco DB US Dollar Index Bullish Fund
2 Nov 18$25.671 Mar 19$25.63
195
0.92%($7.80)
GOLD
Barrick Gold Corporation
2 Nov 18$161.341 Mar 19$174.20
31
8.03%$398.66
TLT
iShares 20+ Year Treasury Bond ETF
2 Nov 18$113.171 Mar 19$119.33
44
6.39%$271.04
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