Simulation Report

Core PEG + Mega-Cap Tactical Swing

The simulation finished up 390.43% versus contributed principal.

Created at 2026-07-14 20:15:18 / Updated by Colin ZHao

Thesis

No forward-looking thesis was provided.

Goal

Blend strong long-term large-cap selection with tactical mega-cap swing gains

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

Period

Simulation range: 2021-07-02 -> 2026-06-26
Starting value: 202,800.13
Principal contributed: 350,000.00
Ending cash: 639.23

Strategy Rules

Core PEG + Mega-Cap Tactical Swing coresat-2021-core10-rb1

About 80% core, about 20% tactical satellite; no look-ahead

Result

Ending value: 1,716,500.32Portfolio value at the final available date
Total gain/loss: +1,366,500.32+390.43%
Avg yearly gain: +45.10%Money-weighted annualized return using the recorded deposit schedule
S&P 500 (EW) yearly gain: +11.51%S&P 500 (EW) ending value: 543,678.90
Max drawdown: -27.80%12 open positions at the end of the run

Run Facts

Largest position: 29.37%
Cash position: 639.23 (0.04%)
Unique stocks traded: 86

Tax Profile

Unrealized gain exposure: +906,688.84
Long-term tax: 19,135.58
Short-term tax: 77,440.82
Dividend tax: 4,723.26
Total estimated tax: 101,983.99

Strategy Check

The strategy followed the trading-universe rule: 86 user-selected stocks were traded, with 318 buys and 283 sells.
The strategy met the capital-growth goal in absolute terms, finishing with a 390.43% return on contributed principal.
The portfolio did not fully satisfy the anti-concentration goal: the largest ending position reached 29.37% of the portfolio.
The path was volatile: maximum drawdown reached -27.80%.

Note

80/20 core-satellite: keep roughly 80% in a long-term PEG-quality large-cap core, and use the remaining 20% tactically on one or two swinging MAG-7 / mega-cap names at a time; failed tactical trades convert into rescue holds until recovery.

Positions At Report Date

Symbol	Quantity	Last Price	Market Value	Unit Cost	Total Cost	$ Gain/Loss	% Gain/Loss	% of Group
AMD	74	521.58	38,596.92	456.01	33,745.02	+4,851.90	+14.38%	2.25%
KLAC	643	248.64	159,875.52	86.04	55,322.91	+104,552.61	+188.99%	9.32%
META	114	550.25	62,728.50	635.95	72,498.30	-9,769.80	-13.48%	3.66%
MPC	370	254.06	94,002.20	225.96	83,604.31	+10,397.89	+12.44%	5.48%
MU	445	1,132.33	503,886.85	131.46	58,499.70	+445,387.15	+761.35%	29.37%
NEM	831	96.13	79,884.03	109.55	91,037.50	-11,153.47	-12.25%	4.66%
ORCL	13	148.53	1,930.89	217.58	2,828.54	-897.65	-31.74%	0.11%
PSX	594	171.65	101,960.10	141.11	83,821.96	+18,138.14	+21.64%	5.94%
STX	197	899.90	177,280.30	414.46	81,649.09	+95,631.21	+117.12%	10.33%
T	3,733	22.72	84,813.76	25.74	96,100.17	-11,286.41	-11.74%	4.94%
VLO	361	259.37	93,632.57	235.96	85,182.62	+8,449.95	+9.92%	5.46%
WDC	541	586.45	317,269.45	119.93	64,882.13	+252,387.32	+388.99%	18.49%

As of 2026-06-26

Show types

DEPOSIT BUY DIVIDEND INTEREST SELL

Date	Action	Symbol	Qty	Price	Acquired	Term	Cash	Note
2026-06-09	BUY	AMD	3	475.51	—	—	-1426.53	Core PEG-quality buy: AMD PEG 0.54, growth 122.6%.
2026-06-09	BUY	T	34	22.71	—	—	-772.14	Core PEG-quality buy: T PEG 0.12, growth 82.2%.
2026-06-09	BUY	NEM	8	98.54	—	—	-788.32	Core PEG-quality buy: NEM PEG 0.19, growth 73.3%.
2026-06-09	BUY	PSX	2	179	—	—	-358.00	Core PEG-quality buy: PSX PEG 0.14, growth 127.9%.
2026-06-09	BUY	MPC	2	258.15	—	—	-516.30	Core PEG-quality buy: MPC PEG 0.14, growth 111.0%.
2026-06-09	BUY	VLO	2	253.78	—	—	-507.56	Core PEG-quality buy: VLO PEG 0.05, growth 369.6%.
2026-06-09	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2026-06-05	DIVIDEND	WDC	541	0.15	—	—	+81.15	—
2026-06-01	INTEREST	—	—	—	—	—	+4.25	—
2026-05-27	DIVIDEND	NEM	823	0.26	—	—	+213.98	—
2026-05-21	DIVIDEND	VLO	359	1.2	—	—	+430.80	—
2026-05-20	DIVIDEND	MPC	368	1	—	—	+368.00	—
2026-05-18	DIVIDEND	PSX	592	1.27	—	—	+751.84	—
2026-05-18	DIVIDEND	KLAC	643	0.23	—	—	+147.89	—
2026-05-08	BUY	AMD	71	455.19	—	—	-32318.49	Core PEG-quality buy: AMD PEG 0.54, growth 122.6%.
2026-05-08	BUY	T	342	25.16	—	—	-8604.72	Core PEG-quality buy: T PEG 0.12, growth 82.2%.
2026-05-08	BUY	NEM	64	116.51	—	—	-7456.64	Core PEG-quality buy: NEM PEG 0.19, growth 73.3%.
2026-05-08	BUY	PSX	30	171.56	—	—	-5146.80	Core PEG-quality buy: PSX PEG 0.14, growth 127.9%.
2026-05-08	BUY	MPC	39	244.87	—	—	-9549.93	Core PEG-quality buy: MPC PEG 0.14, growth 111.0%.
2026-05-08	BUY	VLO	46	241.06	—	—	-11088.76	Core PEG-quality buy: VLO PEG 0.05, growth 369.6%.
2026-05-08	SELL	CF	616	115.02	2026-04-09	SHORT	+70852.32	Exit CF: no longer in the core long-term set as of 2026-05-08.
2026-05-08	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2026-05-01	INTEREST	—	—	—	—	—	+3.65	—
2026-04-10	DIVIDEND	T	3,357	0.28	—	—	+933.25	—
2026-04-09	BUY	CF	616	119.38	—	—	-73538.08	Core PEG-quality buy: CF PEG 0.25, growth 46.8%.
2026-04-09	BUY	T	231	26.84	—	—	-6200.04	Core PEG-quality buy: T PEG 0.12, growth 82.2%.
2026-04-09	BUY	PSX	28	161.07	—	—	-4509.96	Core PEG-quality buy: PSX PEG 0.14, growth 127.9%.
2026-04-09	BUY	MPC	329	223.52	—	—	-73538.08	Core PEG-quality buy: MPC PEG 0.14, growth 111.0%.
2026-04-09	BUY	NEM	44	119.01	—	—	-5236.44	Core PEG-quality buy: NEM PEG 0.19, growth 73.3%.
2026-04-09	BUY	VLO	313	235.1	—	—	-73586.30	Core PEG-quality buy: VLO PEG 0.05, growth 369.6%.
2026-04-09	SELL	DIS	616	99.79	2026-03-10	SHORT	+61470.64	Exit DIS: no longer in the core long-term set as of 2026-04-09.
2026-04-09	SELL	ALL	15	214.52	2026-03-10	SHORT	+3217.80	Exit ALL: no longer in the core long-term set as of 2026-04-09.
2026-04-09	SELL	ALL	40	214.52	2026-02-06	SHORT	+8580.80	Exit ALL: no longer in the core long-term set as of 2026-04-09.
2026-04-09	SELL	ALL	349	214.52	2026-01-07	SHORT	+74867.48	Exit ALL: no longer in the core long-term set as of 2026-04-09.
2026-04-09	SELL	GILD	40	142.09	2026-01-07	SHORT	+5683.60	Exit GILD: no longer in the core long-term set as of 2026-04-09.
2026-04-09	SELL	GILD	3	142.09	2025-11-05	SHORT	+426.27	Exit GILD: no longer in the core long-term set as of 2026-04-09.
2026-04-09	SELL	GILD	51	142.09	2025-10-07	SHORT	+7246.59	Exit GILD: no longer in the core long-term set as of 2026-04-09.
2026-04-09	SELL	GILD	7	142.09	2025-09-08	SHORT	+994.63	Exit GILD: no longer in the core long-term set as of 2026-04-09.
2026-04-09	SELL	GILD	72	142.09	2025-08-07	SHORT	+10230.48	Exit GILD: no longer in the core long-term set as of 2026-04-09.
2026-04-09	SELL	GILD	59	142.09	2025-07-09	SHORT	+8383.31	Exit GILD: no longer in the core long-term set as of 2026-04-09.
2026-04-09	SELL	GILD	67	142.09	2025-06-06	SHORT	+9520.03	Exit GILD: no longer in the core long-term set as of 2026-04-09.
2026-04-09	SELL	GILD	13	142.09	2025-05-07	SHORT	+1847.17	Exit GILD: no longer in the core long-term set as of 2026-04-09.
2026-04-09	SELL	GILD	287	142.09	2025-04-07	LONG	+40779.83	Exit GILD: no longer in the core long-term set as of 2026-04-09.
2026-04-09	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2026-04-09	DIVIDEND	ORCL	13	0.5	—	—	+6.50	—
2026-04-01	INTEREST	—	—	—	—	—	+4.12	—
2026-03-30	DIVIDEND	MU	445	0.15	—	—	+66.75	—
2026-03-25	DIVIDEND	STX	197	0.74	—	—	+145.78	—
2026-03-16	DIVIDEND	META	114	0.53	—	—	+59.85	—
2026-03-13	DIVIDEND	GILD	599	0.82	—	—	+491.18	—
2026-03-10	BUY	DIS	616	101.32	—	—	-62413.12	Core PEG-quality buy: DIS PEG 0.14, growth 120.5%.
2026-03-10	BUY	STX	65	384.29	—	—	-24978.85	Core PEG-quality buy: STX PEG 0.52, growth 60.4%.
2026-03-10	BUY	ALL	15	207.5	—	—	-3112.50	Core PEG-quality buy: ALL PEG 0.04, growth 124.8%.
2026-03-10	SELL	JNJ	4	243.71	2026-02-06	SHORT	+974.84	Exit JNJ: no longer in the core long-term set as of 2026-03-10.
2026-03-10	SELL	JNJ	348	243.71	2026-01-07	SHORT	+84811.08	Exit JNJ: no longer in the core long-term set as of 2026-03-10.
2026-03-10	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2026-03-05	DIVIDEND	WDC	541	0.13	—	—	+67.63	—
2026-03-03	DIVIDEND	NEM	715	0.26	—	—	+185.90	—
2026-03-02	INTEREST	—	—	—	—	—	+3.28	—
2026-03-02	DIVIDEND	ALL	389	1.08	—	—	+420.12	—
2026-02-24	DIVIDEND	JNJ	352	1.3	—	—	+457.60	—
2026-02-23	DIVIDEND	PSX	534	1.27	—	—	+678.18	—
2026-02-17	DIVIDEND	KLAC	643	0.19	—	—	+122.17	—
2026-02-06	BUY	JNJ	4	239.99	—	—	-959.96	Core PEG-quality buy: JNJ PEG 0.21, growth 90.5%.
2026-02-06	BUY	STX	132	429.32	—	—	-56670.24	Core PEG-quality buy: STX PEG 0.52, growth 60.4%.
2026-02-06	BUY	PSX	9	157.8	—	—	-1420.20	Core PEG-quality buy: PSX PEG 0.10, growth 116.2%.
2026-02-06	BUY	T	23	27.13	—	—	-623.99	Core PEG-quality buy: T PEG 0.08, growth 104.0%.
2026-02-06	BUY	NEM	45	115.32	—	—	-5189.40	Core PEG-quality buy: NEM PEG 0.13, growth 118.8%.
2026-02-06	BUY	ALL	40	207.55	—	—	-8302.00	Core PEG-quality buy: ALL PEG 0.04, growth 124.8%.
2026-02-06	SELL	DIS	641	108.7	2026-01-07	SHORT	+69676.70	Exit DIS: no longer in the core long-term set as of 2026-02-06.
2026-02-06	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2026-02-02	INTEREST	—	—	—	—	—	+4.47	—
2026-01-12	DIVIDEND	T	3,103	0.28	—	—	+862.63	—
2026-01-09	DIVIDEND	ORCL	13	0.5	—	—	+6.50	—
2026-01-07	BUY	JNJ	348	207.49	—	—	-72206.52	Core PEG-quality buy: JNJ PEG 0.21, growth 90.5%.
2026-01-07	BUY	DIS	641	112.91	—	—	-72375.31	Core PEG-quality buy: DIS PEG 0.14, growth 120.5%.
2026-01-07	BUY	PSX	525	137.88	—	—	-72387.00	Core PEG-quality buy: PSX PEG 0.10, growth 116.2%.
2026-01-07	BUY	T	480	23.97	—	—	-11505.60	Core PEG-quality buy: T PEG 0.08, growth 104.0%.
2026-01-07	BUY	NEM	670	108.01	—	—	-72366.70	Core PEG-quality buy: NEM PEG 0.13, growth 118.8%.
2026-01-07	BUY	ALL	349	207.27	—	—	-72337.23	Core PEG-quality buy: ALL PEG 0.04, growth 124.8%.
2026-01-07	BUY	GILD	40	124.35	—	—	-4974.00	Core PEG-quality buy: GILD PEG 0.01, growth 1681.6%.
2026-01-07	SELL	CMCSA	158	27.9	2025-11-05	SHORT	+4408.20	Exit CMCSA: no longer in the core long-term set as of 2026-01-07.
2026-01-07	SELL	CMCSA	414	27.9	2025-10-07	SHORT	+11550.60	Exit CMCSA: no longer in the core long-term set as of 2026-01-07.
2026-01-07	SELL	CMCSA	1,851	27.9	2025-08-07	SHORT	+51642.90	Exit CMCSA: no longer in the core long-term set as of 2026-01-07.
2026-01-07	SELL	C	6	121.37	2025-11-05	SHORT	+728.22	Exit C: no longer in the core long-term set as of 2026-01-07.
2026-01-07	SELL	C	54	121.37	2025-10-07	SHORT	+6553.98	Exit C: no longer in the core long-term set as of 2026-01-07.
2026-01-07	SELL	C	8	121.37	2025-09-08	SHORT	+970.96	Exit C: no longer in the core long-term set as of 2026-01-07.
2026-01-07	SELL	C	602	121.37	2025-08-07	SHORT	+73064.74	Exit C: no longer in the core long-term set as of 2026-01-07.
2026-01-07	SELL	HOOD	856	116.97	2025-04-07	SHORT	+100126.32	Exit HOOD: no longer in the core long-term set as of 2026-01-07.
2026-01-07	SELL	MPWR	3	959.08	2025-04-07	SHORT	+2877.24	Exit MPWR: no longer in the core long-term set as of 2026-01-07.
2026-01-07	SELL	MPWR	66	959.08	2025-01-03	LONG	+63299.28	Exit MPWR: no longer in the core long-term set as of 2026-01-07.
2026-01-07	SELL	UBER	34	86.19	2025-11-05	SHORT	+2930.46	Exit UBER: no longer in the core long-term set as of 2026-01-07.
2026-01-07	SELL	UBER	7	86.19	2025-10-07	SHORT	+603.33	Exit UBER: no longer in the core long-term set as of 2026-01-07.
2026-01-07	SELL	UBER	16	86.19	2025-02-05	SHORT	+1379.04	Exit UBER: no longer in the core long-term set as of 2026-01-07.
2026-01-07	SELL	UBER	641	86.19	2025-01-03	LONG	+55247.79	Exit UBER: no longer in the core long-term set as of 2026-01-07.
2026-01-07	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2026-01-02	INTEREST	—	—	—	—	—	+2.80	—
2025-12-31	DIVIDEND	MPWR	69	1.56	—	—	+107.64	—
2025-12-29	DIVIDEND	MU	445	0.12	—	—	+51.18	—
2025-12-15	DIVIDEND	META	114	0.53	—	—	+59.85	—
2025-12-15	DIVIDEND	GILD	559	0.79	—	—	+441.61	—
2025-12-05	BUY	ORCL	13	217.58	—	—	-2828.54	Tactical mega-cap swing buy: ORCL -12.2% below midpoint, range 0.27.
2025-12-05	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2025-12-04	DIVIDEND	WDC	541	0.13	—	—	+67.63	—
2025-12-01	INTEREST	—	—	—	—	—	+19.93	—
2025-11-17	DIVIDEND	KLAC	643	0.19	—	—	+122.17	—
2025-11-05	BUY	META	114	635.95	—	—	-72498.30	Tactical mega-cap swing buy: META -11.2% below midpoint, range 0.22.
2025-11-05	BUY	C	6	101.69	—	—	-610.14	Core PEG-quality buy: C PEG 0.14, growth 104.3%.
2025-11-05	BUY	CMCSA	158	26.19	—	—	-4137.32	Core PEG-quality buy: CMCSA PEG 0.08, growth 61.7%.
2025-11-05	BUY	T	140	24.56	—	—	-3438.40	Core PEG-quality buy: T PEG 0.06, growth 148.4%.
2025-11-05	BUY	UBER	34	92.75	—	—	-3153.50	Core PEG-quality buy: UBER PEG 0.04, growth 285.1%.
2025-11-05	BUY	GILD	3	122.58	—	—	-367.74	Core PEG-quality buy: GILD PEG 0.00, growth 7077.8%.
2025-11-05	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2025-11-03	INTEREST	—	—	—	—	—	+300.10	—
2025-11-03	DIVIDEND	C	664	0.6	—	—	+398.40	—
2025-10-10	DIVIDEND	T	2,483	0.28	—	—	+690.27	—
2025-10-07	BUY	C	54	97.8	—	—	-5281.20	Core PEG-quality buy: C PEG 0.14, growth 104.3%.
2025-10-07	BUY	CMCSA	414	28.68	—	—	-11872.90	Core PEG-quality buy: CMCSA PEG 0.08, growth 61.7%.
2025-10-07	BUY	T	2,483	26.16	—	—	-64955.28	Core PEG-quality buy: T PEG 0.06, growth 148.4%.
2025-10-07	BUY	UBER	7	97.8	—	—	-684.60	Core PEG-quality buy: UBER PEG 0.04, growth 285.1%.
2025-10-07	BUY	WDC	541	119.93	—	—	-64882.13	Core PEG-quality buy: WDC PEG 0.03, growth 651.6%.
2025-10-07	BUY	GILD	51	116.78	—	—	-5955.78	Core PEG-quality buy: GILD PEG 0.00, growth 7077.8%.
2025-10-07	SELL	STX	130	225.01	2025-08-07	SHORT	+29251.30	Exit STX: no longer in the core long-term set as of 2025-10-07.
2025-10-07	SELL	STX	241	225.01	2025-07-09	SHORT	+54227.41	Exit STX: no longer in the core long-term set as of 2025-10-07.
2025-10-07	SELL	MMM	18	155.33	2025-09-08	SHORT	+2795.94	Exit MMM: no longer in the core long-term set as of 2025-10-07.
2025-10-07	SELL	MMM	143	155.33	2025-08-07	SHORT	+22212.19	Exit MMM: no longer in the core long-term set as of 2025-10-07.
2025-10-07	SELL	MMM	219	155.33	2025-07-09	SHORT	+34017.27	Exit MMM: no longer in the core long-term set as of 2025-10-07.
2025-10-07	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2025-10-03	DIVIDEND	MU	445	0.12	—	—	+51.18	—
2025-10-01	INTEREST	—	—	—	—	—	+280.90	—
2025-10-01	DIVIDEND	CMCSA	1,851	0.31	—	—	+572.47	—
2025-09-30	DIVIDEND	STX	371	0.72	—	—	+267.12	—
2025-09-30	DIVIDEND	MPWR	69	1.56	—	—	+107.64	—
2025-09-15	DIVIDEND	GILD	505	0.79	—	—	+398.95	—
2025-09-08	BUY	C	8	95.87	—	—	-766.96	Core PEG-quality buy: C PEG 0.14, growth 87.8%.
2025-09-08	BUY	MMM	18	154	—	—	-2772.00	Core PEG-quality buy: MMM PEG 0.07, growth 322.9%.
2025-09-08	BUY	KLAC	41	90.9	—	—	-3726.82	Core PEG-quality buy: KLAC PEG 0.06, growth 49.8%.
2025-09-08	BUY	GILD	7	115.88	—	—	-811.16	Core PEG-quality buy: GILD PEG 0.04, growth 513.4%.
2025-09-08	BUY	MU	445	131.46	—	—	-58499.70	Core PEG-quality buy: MU PEG 0.02, growth 984.3%.
2025-09-08	SELL	CCL	11	31.56	2025-05-07	SHORT	+347.16	Exit CCL: no longer in the core long-term set as of 2025-09-08.
2025-09-08	SELL	CCL	743	31.56	2025-04-07	SHORT	+23449.08	Exit CCL: no longer in the core long-term set as of 2025-09-08.
2025-09-08	SELL	CCL	1,232	31.56	2025-03-07	SHORT	+38881.92	Exit CCL: no longer in the core long-term set as of 2025-09-08.
2025-09-08	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2025-09-02	INTEREST	—	—	—	—	—	+253.39	—
2025-08-25	DIVIDEND	MMM	362	0.73	—	—	+264.26	—
2025-08-18	DIVIDEND	KLAC	602	0.19	—	—	+114.38	—
2025-08-07	BUY	CMCSA	1,851	29.68	—	—	-54940.27	Core PEG-quality buy: CMCSA PEG 0.09, growth 61.1%.
2025-08-07	BUY	C	602	91.23	—	—	-54920.46	Core PEG-quality buy: C PEG 0.14, growth 87.8%.
2025-08-07	BUY	MMM	143	151.74	—	—	-21698.82	Core PEG-quality buy: MMM PEG 0.07, growth 322.9%.
2025-08-07	BUY	KLAC	119	91.21	—	—	-10853.51	Core PEG-quality buy: KLAC PEG 0.06, growth 49.8%.
2025-08-07	BUY	STX	130	148.1	—	—	-19253.00	Core PEG-quality buy: STX PEG 0.06, growth 328.5%.
2025-08-07	BUY	GILD	72	110.28	—	—	-7940.16	Core PEG-quality buy: GILD PEG 0.04, growth 513.4%.
2025-08-07	SELL	TSLA	229	322.27	2025-06-06	SHORT	+73799.83	Exit TSLA: tactical swing target hit.
2025-08-07	SELL	ALL	43	205	2025-07-09	SHORT	+8815.00	Exit ALL: no longer in the core long-term set as of 2025-08-07.
2025-08-07	SELL	ALL	31	205	2025-06-06	SHORT	+6355.00	Exit ALL: no longer in the core long-term set as of 2025-08-07.
2025-08-07	SELL	ALL	3	205	2025-05-07	SHORT	+615.00	Exit ALL: no longer in the core long-term set as of 2025-08-07.
2025-08-07	SELL	ALL	167	205	2025-04-07	SHORT	+34235.00	Exit ALL: no longer in the core long-term set as of 2025-08-07.
2025-08-07	SELL	ABT	16	132.06	2025-07-09	SHORT	+2112.96	Exit ABT: no longer in the core long-term set as of 2025-08-07.
2025-08-07	SELL	ABT	363	132.06	2025-01-03	SHORT	+47937.78	Exit ABT: no longer in the core long-term set as of 2025-08-07.
2025-08-07	SELL	AMD	471	172.4	2024-08-05	LONG	+81200.40	Exit AMD: rescue tactical hold recovered/timed out.
2025-08-07	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2025-08-01	INTEREST	—	—	—	—	—	+2.75	—
2025-07-15	DIVIDEND	ABT	379	0.59	—	—	+223.61	—
2025-07-09	BUY	ABT	16	133.22	—	—	-2131.52	Core PEG-quality buy: ABT PEG 0.11, growth 151.4%.
2025-07-09	BUY	ALL	43	194.09	—	—	-8345.87	Core PEG-quality buy: ALL PEG 0.10, growth 93.5%.
2025-07-09	BUY	KLAC	149	92.32	—	—	-13755.38	Core PEG-quality buy: KLAC PEG 0.06, growth 49.8%.
2025-07-09	BUY	STX	241	142.01	—	—	-34224.41	Core PEG-quality buy: STX PEG 0.06, growth 328.5%.
2025-07-09	BUY	MMM	219	155.98	—	—	-34159.62	Core PEG-quality buy: MMM PEG 0.07, growth 322.9%.
2025-07-09	BUY	GILD	59	113.24	—	—	-6681.16	Core PEG-quality buy: GILD PEG 0.04, growth 513.4%.
2025-07-09	SELL	C	44	85.79	2025-06-06	SHORT	+3774.76	Exit C: no longer in the core long-term set as of 2025-07-09.
2025-07-09	SELL	C	7	85.79	2025-05-07	SHORT	+600.53	Exit C: no longer in the core long-term set as of 2025-07-09.
2025-07-09	SELL	C	515	85.79	2025-04-07	SHORT	+44181.85	Exit C: no longer in the core long-term set as of 2025-07-09.
2025-07-09	SELL	DIS	25	120.61	2025-06-06	SHORT	+3015.25	Exit DIS: no longer in the core long-term set as of 2025-07-09.
2025-07-09	SELL	DIS	4	120.61	2025-05-07	SHORT	+482.44	Exit DIS: no longer in the core long-term set as of 2025-07-09.
2025-07-09	SELL	DIS	363	120.61	2025-04-07	SHORT	+43781.43	Exit DIS: no longer in the core long-term set as of 2025-07-09.
2025-07-09	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2025-07-01	INTEREST	—	—	—	—	—	+3.00	—
2025-06-30	DIVIDEND	MPWR	69	1.56	—	—	+107.64	—
2025-06-24	DIVIDEND	DIS	392	0.5	—	—	+196.00	—
2025-06-13	DIVIDEND	GILD	367	0.79	—	—	+289.93	—
2025-06-09	DIVIDEND	ALL	201	1	—	—	+201.00	—
2025-06-06	BUY	TSLA	229	295.14	—	—	-67587.06	Tactical mega-cap swing buy: TSLA -11.1% below midpoint, range 0.28.
2025-06-06	BUY	C	44	78.26	—	—	-3443.44	Core PEG-quality buy: C PEG 0.13, growth 85.3%.
2025-06-06	BUY	KLAC	334	80.8	—	—	-26987.20	Core PEG-quality buy: KLAC PEG 0.06, growth 43.6%.
2025-06-06	BUY	ALL	31	208.06	—	—	-6449.86	Core PEG-quality buy: ALL PEG 0.06, growth 220.4%.
2025-06-06	BUY	DIS	25	113.9	—	—	-2847.50	Core PEG-quality buy: DIS PEG 0.05, growth 426.9%.
2025-06-06	BUY	GILD	67	112.46	—	—	-7534.82	Core PEG-quality buy: GILD PEG 0.02, growth 1222.2%.
2025-06-06	SELL	UAL	3	84.23	2025-05-07	SHORT	+252.69	Exit UAL: no longer in the core long-term set as of 2025-06-06.
2025-06-06	SELL	UAL	515	84.23	2025-04-07	SHORT	+43378.45	Exit UAL: no longer in the core long-term set as of 2025-06-06.
2025-06-06	SELL	NVDA	487	141.72	2024-01-03	LONG	+69017.64	Exit NVDA: tactical swing target hit.
2025-06-06	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2025-06-02	INTEREST	—	—	—	—	—	+1.42	—
2025-05-07	BUY	UAL	3	75.35	—	—	-226.05	Core PEG-quality buy: UAL PEG 0.18, growth 35.7%.
2025-05-07	BUY	C	7	70.25	—	—	-491.75	Core PEG-quality buy: C PEG 0.13, growth 85.3%.
2025-05-07	BUY	ALL	3	204.07	—	—	-612.21	Core PEG-quality buy: ALL PEG 0.06, growth 220.4%.
2025-05-07	BUY	DIS	4	102.09	—	—	-408.36	Core PEG-quality buy: DIS PEG 0.05, growth 426.9%.
2025-05-07	BUY	CCL	11	19.69	—	—	-216.59	Core PEG-quality buy: CCL PEG 0.04, growth 384.4%.
2025-05-07	BUY	GILD	13	98.9	—	—	-1285.70	Core PEG-quality buy: GILD PEG 0.02, growth 1222.2%.
2025-05-07	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2025-05-05	DIVIDEND	C	515	0.56	—	—	+288.40	—
2025-05-01	INTEREST	—	—	—	—	—	+2.63	—
2025-04-15	DIVIDEND	ABT	363	0.59	—	—	+214.17	—
2025-04-07	BUY	C	515	58.85	—	—	-30307.75	Core PEG-quality buy: C PEG 0.13, growth 85.3%.
2025-04-07	BUY	UAL	515	58.77	—	—	-30266.55	Core PEG-quality buy: UAL PEG 0.18, growth 35.7%.
2025-04-07	BUY	ALL	167	180.53	—	—	-30148.51	Core PEG-quality buy: ALL PEG 0.06, growth 220.4%.
2025-04-07	BUY	DIS	363	83.3	—	—	-30237.90	Core PEG-quality buy: DIS PEG 0.05, growth 426.9%.
2025-04-07	BUY	MPWR	3	488.62	—	—	-1465.86	Core PEG-quality buy: MPWR PEG 0.04, growth 346.8%.
2025-04-07	BUY	CCL	743	16.43	—	—	-12207.49	Core PEG-quality buy: CCL PEG 0.04, growth 384.4%.
2025-04-07	BUY	GILD	287	105.52	—	—	-30284.24	Core PEG-quality buy: GILD PEG 0.02, growth 1222.2%.
2025-04-07	BUY	HOOD	856	35.41	—	—	-30310.96	Core PEG-quality buy: HOOD PEG 0.02, growth 1150.0%.
2025-04-07	SELL	MO	440	55.66	2025-03-07	SHORT	+24490.40	Exit MO: no longer in the core long-term set as of 2025-04-07.
2025-04-07	SELL	GS	14	465.51	2025-03-07	SHORT	+6517.14	Exit GS: no longer in the core long-term set as of 2025-04-07.
2025-04-07	SELL	GS	48	465.51	2025-02-05	SHORT	+22344.48	Exit GS: no longer in the core long-term set as of 2025-04-07.
2025-04-07	SELL	PFE	45	22.63	2025-02-05	SHORT	+1018.35	Exit PFE: no longer in the core long-term set as of 2025-04-07.
2025-04-07	SELL	PFE	1,557	22.63	2025-01-03	SHORT	+35234.91	Exit PFE: no longer in the core long-term set as of 2025-04-07.
2025-04-07	SELL	CEG	13	179.79	2025-03-07	SHORT	+2337.27	Exit CEG: no longer in the core long-term set as of 2025-04-07.
2025-04-07	SELL	CEG	164	179.79	2025-01-03	SHORT	+29485.56	Exit CEG: no longer in the core long-term set as of 2025-04-07.
2025-04-07	SELL	COIN	17	157.28	2025-03-07	SHORT	+2673.76	Exit COIN: no longer in the core long-term set as of 2025-04-07.
2025-04-07	SELL	COIN	1	157.28	2025-02-05	SHORT	+157.28	Exit COIN: no longer in the core long-term set as of 2025-04-07.
2025-04-07	SELL	COIN	153	157.28	2025-01-03	SHORT	+24063.84	Exit COIN: no longer in the core long-term set as of 2025-04-07.
2025-04-07	SELL	PGR	4	255.27	2025-01-03	SHORT	+1021.08	Exit PGR: no longer in the core long-term set as of 2025-04-07.
2025-04-07	SELL	PGR	20	255.27	2024-07-05	SHORT	+5105.40	Exit PGR: no longer in the core long-term set as of 2025-04-07.
2025-04-07	SELL	PGR	5	255.27	2024-02-02	LONG	+1276.35	Exit PGR: no longer in the core long-term set as of 2025-04-07.
2025-04-07	SELL	PGR	142	255.27	2024-01-03	LONG	+36248.34	Exit PGR: no longer in the core long-term set as of 2025-04-07.
2025-04-07	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2025-04-03	DIVIDEND	PGR	171	0.1	—	—	+17.10	—
2025-04-01	INTEREST	—	—	—	—	—	+2.88	—
2025-03-31	DIVIDEND	MPWR	66	1.56	—	—	+102.96	—
2025-03-25	DIVIDEND	MO	440	1.02	—	—	+448.80	—
2025-03-12	DIVIDEND	NVDA	487	0.01	—	—	+4.87	—
2025-03-07	BUY	MO	440	57.79	—	—	-25427.60	Core PEG-quality buy: MO PEG 0.19, growth 43.1%.
2025-03-07	BUY	GS	14	559.67	—	—	-7835.38	Core PEG-quality buy: GS PEG 0.18, growth 77.3%.
2025-03-07	BUY	CEG	13	212.54	—	—	-2763.02	Core PEG-quality buy: CEG PEG 0.14, growth 137.3%.
2025-03-07	BUY	CCL	1,232	20.64	—	—	-25428.48	Core PEG-quality buy: CCL PEG 0.04, growth 384.4%.
2025-03-07	BUY	COIN	17	217.45	—	—	-3696.65	Core PEG-quality buy: COIN PEG 0.01, growth 2462.2%.
2025-03-07	SELL	KLAC	413	71.13	2025-02-05	SHORT	+29376.28	Exit KLAC: no longer in the core long-term set as of 2025-03-07.
2025-03-07	SELL	NCLH	1,629	20.06	2025-01-03	SHORT	+32677.74	Exit NCLH: no longer in the core long-term set as of 2025-03-07.
2025-03-07	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2025-03-07	DIVIDEND	CEG	164	0.39	—	—	+63.63	—
2025-03-03	INTEREST	—	—	—	—	—	+6.69	—
2025-02-28	DIVIDEND	GS	48	3	—	—	+144.00	—
2025-02-24	DIVIDEND	KLAC	413	0.17	—	—	+70.21	—
2025-02-05	BUY	GS	48	645.45	—	—	-30981.60	Core PEG-quality buy: GS PEG 0.18, growth 77.3%.
2025-02-05	BUY	KLAC	413	75.92	—	—	-31352.90	Core PEG-quality buy: KLAC PEG 0.13, growth 20.3%.
2025-02-05	BUY	PFE	45	26.44	—	—	-1189.80	Core PEG-quality buy: PFE PEG 0.07, growth 281.1%.
2025-02-05	BUY	UBER	16	64.48	—	—	-1031.68	Core PEG-quality buy: UBER PEG 0.03, growth 424.1%.
2025-02-05	BUY	COIN	1	275.14	—	—	-275.14	Core PEG-quality buy: COIN PEG 0.01, growth 2462.2%.
2025-02-05	SELL	WDAY	169	276.17	2024-11-01	SHORT	+46672.73	Exit WDAY: no longer in the core long-term set as of 2025-02-05.
2025-02-05	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2025-02-03	INTEREST	—	—	—	—	—	+58.29	—
2025-01-24	DIVIDEND	PFE	1,557	0.43	—	—	+669.51	—
2025-01-15	DIVIDEND	ABT	363	0.59	—	—	+214.17	—
2025-01-10	DIVIDEND	PGR	171	4.6	—	—	+786.60	—
2025-01-03	BUY	ABT	363	113.83	—	—	-41320.29	Core PEG-quality buy: ABT PEG 0.11, growth 134.4%.
2025-01-03	BUY	PGR	4	242.22	—	—	-968.88	Core PEG-quality buy: PGR PEG 0.14, growth 118.8%.
2025-01-03	BUY	PFE	1,557	26.59	—	—	-41400.63	Core PEG-quality buy: PFE PEG 0.07, growth 281.1%.
2025-01-03	BUY	CEG	164	252.4	—	—	-41393.60	Core PEG-quality buy: CEG PEG 0.14, growth 137.3%.
2025-01-03	BUY	MPWR	66	619.87	—	—	-40911.42	Core PEG-quality buy: MPWR PEG 0.05, growth 317.7%.
2025-01-03	BUY	UBER	641	64.59	—	—	-41402.19	Core PEG-quality buy: UBER PEG 0.03, growth 424.1%.
2025-01-03	BUY	NCLH	1,629	25.42	—	—	-41409.18	Core PEG-quality buy: NCLH PEG 0.04, growth 384.6%.
2025-01-03	BUY	COIN	153	270.65	—	—	-41409.45	Core PEG-quality buy: COIN PEG 0.01, growth 2462.2%.
2025-01-03	SELL	GM	8	51.77	2024-12-03	SHORT	+414.16	Exit GM: no longer in the core long-term set as of 2025-01-03.
2025-01-03	SELL	GM	795	51.77	2024-11-01	SHORT	+41157.15	Exit GM: no longer in the core long-term set as of 2025-01-03.
2025-01-03	SELL	TRV	172	242.29	2024-10-03	SHORT	+41673.88	Exit TRV: no longer in the core long-term set as of 2025-01-03.
2025-01-03	SELL	RCL	231	228.94	2024-10-03	SHORT	+52885.14	Exit RCL: no longer in the core long-term set as of 2025-01-03.
2025-01-03	SELL	WYNN	36	83.32	2024-12-03	SHORT	+2999.52	Exit WYNN: no longer in the core long-term set as of 2025-01-03.
2025-01-03	SELL	WYNN	34	83.32	2024-11-01	SHORT	+2832.88	Exit WYNN: no longer in the core long-term set as of 2025-01-03.
2025-01-03	SELL	WYNN	389	83.32	2024-10-03	SHORT	+32411.48	Exit WYNN: no longer in the core long-term set as of 2025-01-03.
2025-01-03	SELL	ANF	9	158.92	2024-11-01	SHORT	+1430.28	Exit ANF: no longer in the core long-term set as of 2025-01-03.
2025-01-03	SELL	ANF	90	158.92	2024-10-03	SHORT	+14302.80	Exit ANF: no longer in the core long-term set as of 2025-01-03.
2025-01-03	SELL	ANF	21	158.92	2024-09-04	SHORT	+3337.32	Exit ANF: no longer in the core long-term set as of 2025-01-03.
2025-01-03	SELL	ANF	188	158.92	2024-08-05	SHORT	+29876.96	Exit ANF: no longer in the core long-term set as of 2025-01-03.
2025-01-03	SELL	DUK	20	107.78	2024-12-03	SHORT	+2155.60	Exit DUK: no longer in the core long-term set as of 2025-01-03.
2025-01-03	SELL	DUK	10	107.78	2024-11-01	SHORT	+1077.80	Exit DUK: no longer in the core long-term set as of 2025-01-03.
2025-01-03	SELL	DUK	349	107.78	2024-07-05	SHORT	+37615.22	Exit DUK: no longer in the core long-term set as of 2025-01-03.
2025-01-03	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2025-01-02	INTEREST	—	—	—	—	—	+155.15	—
2024-12-27	DIVIDEND	RCL	231	0.55	—	—	+127.05	—
2024-12-10	DIVIDEND	TRV	172	1.05	—	—	+180.60	—
2024-12-06	DIVIDEND	GM	803	0.12	—	—	+96.36	—
2024-12-05	DIVIDEND	NVDA	487	0.01	—	—	+4.87	—
2024-12-03	BUY	GM	8	53.66	—	—	-429.28	Core PEG-quality buy: GM PEG 0.15, growth 32.1%.
2024-12-03	BUY	DUK	20	113.64	—	—	-2272.80	Core PEG-quality buy: DUK PEG 0.08, growth 282.4%.
2024-12-03	BUY	WYNN	36	93.76	—	—	-3375.36	Core PEG-quality buy: WYNN PEG 0.00, growth 13983.3%.
2024-12-03	SELL	UBER	3	71.27	2024-11-01	SHORT	+213.81	Exit UBER: no longer in the core long-term set as of 2024-12-03.
2024-12-03	SELL	UBER	550	71.27	2024-10-03	SHORT	+39198.50	Exit UBER: no longer in the core long-term set as of 2024-12-03.
2024-12-03	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2024-12-02	INTEREST	—	—	—	—	—	+7.98	—
2024-11-15	DIVIDEND	WYNN	423	0.25	—	—	+105.75	—
2024-11-15	DIVIDEND	DUK	359	1.04	—	—	+375.15	—
2024-11-01	BUY	GM	795	50.96	—	—	-40513.20	Core PEG-quality buy: GM PEG 0.15, growth 32.1%.
2024-11-01	BUY	UBER	3	73.25	—	—	-219.75	Core PEG-quality buy: UBER PEG 0.13, growth 281.1%.
2024-11-01	BUY	DUK	10	112.68	—	—	-1126.80	Core PEG-quality buy: DUK PEG 0.08, growth 282.4%.
2024-11-01	BUY	ANF	9	131.26	—	—	-1181.34	Core PEG-quality buy: ANF PEG 0.09, growth 153.4%.
2024-11-01	BUY	WDAY	169	239.12	—	—	-40411.28	Core PEG-quality buy: WDAY PEG 0.02, growth 2437.5%.
2024-11-01	BUY	WYNN	34	95.68	—	—	-3253.12	Core PEG-quality buy: WYNN PEG 0.00, growth 13983.3%.
2024-11-01	SELL	PANW	12	181.32	2024-10-03	SHORT	+2175.84	Exit PANW: no longer in the core long-term set as of 2024-11-01.
2024-11-01	SELL	PANW	10	181.32	2024-08-05	SHORT	+1813.20	Exit PANW: no longer in the core long-term set as of 2024-11-01.
2024-11-01	SELL	PANW	78	181.32	2024-04-04	SHORT	+14142.96	Exit PANW: no longer in the core long-term set as of 2024-11-01.
2024-11-01	SELL	PANW	15	181.32	2024-03-05	SHORT	+2719.80	Exit PANW: no longer in the core long-term set as of 2024-11-01.
2024-11-01	SELL	PANW	124	181.32	2024-02-02	SHORT	+22483.68	Exit PANW: no longer in the core long-term set as of 2024-11-01.
2024-11-01	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2024-11-01	INTEREST	—	—	—	—	—	+168.20	—
2024-10-03	BUY	UBER	550	72.94	—	—	-40117.00	Core PEG-quality buy: UBER PEG 0.13, growth 281.1%.
2024-10-03	BUY	TRV	172	233.3	—	—	-40127.60	Core PEG-quality buy: TRV PEG 0.11, growth 110.6%.
2024-10-03	BUY	PANW	12	167.97	—	—	-2015.64	Core PEG-quality buy: PANW PEG 0.10, growth 468.8%.
2024-10-03	BUY	RCL	231	173.16	—	—	-39999.96	Core PEG-quality buy: RCL PEG 0.09, growth 205.9%.
2024-10-03	BUY	ANF	90	134.12	—	—	-12070.80	Core PEG-quality buy: ANF PEG 0.05, growth 345.3%.
2024-10-03	BUY	WYNN	389	103.08	—	—	-40098.12	Core PEG-quality buy: WYNN PEG 0.00, growth 13983.3%.
2024-10-03	SELL	CVS	619	62.92	2024-07-05	SHORT	+38947.48	Exit CVS: no longer in the core long-term set as of 2024-10-03.
2024-10-03	SELL	CMCSA	6	38.25	2024-09-04	SHORT	+229.48	Exit CMCSA: no longer in the core long-term set as of 2024-10-03.
2024-10-03	SELL	CMCSA	989	38.25	2024-07-05	SHORT	+37826.68	Exit CMCSA: no longer in the core long-term set as of 2024-10-03.
2024-10-03	SELL	CEG	4	277.37	2024-09-04	SHORT	+1109.48	Exit CEG: no longer in the core long-term set as of 2024-10-03.
2024-10-03	SELL	CEG	25	277.37	2024-08-05	SHORT	+6934.25	Exit CEG: no longer in the core long-term set as of 2024-10-03.
2024-10-03	SELL	CEG	166	277.37	2024-07-05	SHORT	+46043.42	Exit CEG: no longer in the core long-term set as of 2024-10-03.
2024-10-03	SELL	JNJ	53	160.5	2024-07-05	SHORT	+8506.50	Exit JNJ: no longer in the core long-term set as of 2024-10-03.
2024-10-03	SELL	JNJ	4	160.5	2024-06-04	SHORT	+642.00	Exit JNJ: no longer in the core long-term set as of 2024-10-03.
2024-10-03	SELL	JNJ	4	160.5	2024-05-03	SHORT	+642.00	Exit JNJ: no longer in the core long-term set as of 2024-10-03.
2024-10-03	SELL	JNJ	178	160.5	2024-04-04	SHORT	+28569.00	Exit JNJ: no longer in the core long-term set as of 2024-10-03.
2024-10-03	SELL	IBM	33	222.72	2024-07-05	SHORT	+7349.76	Exit IBM: no longer in the core long-term set as of 2024-10-03.
2024-10-03	SELL	IBM	4	222.72	2024-06-04	SHORT	+890.88	Exit IBM: no longer in the core long-term set as of 2024-10-03.
2024-10-03	SELL	IBM	4	222.72	2024-05-03	SHORT	+890.88	Exit IBM: no longer in the core long-term set as of 2024-10-03.
2024-10-03	SELL	IBM	9	222.72	2024-04-04	SHORT	+2004.48	Exit IBM: no longer in the core long-term set as of 2024-10-03.
2024-10-03	SELL	IBM	149	222.72	2023-10-03	SHORT	+33185.28	Exit IBM: no longer in the core long-term set as of 2024-10-03.
2024-10-03	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2024-10-03	DIVIDEND	PGR	167	0.1	—	—	+16.70	—
2024-10-02	DIVIDEND	CMCSA	995	0.29	—	—	+289.08	—
2024-10-01	INTEREST	—	—	—	—	—	+0.83	—
2024-09-12	DIVIDEND	NVDA	487	0.01	—	—	+4.87	—
2024-09-04	BUY	CEG	4	177.52	—	—	-710.08	Core PEG-quality buy: CEG PEG 0.12, growth 216.0%.
2024-09-04	BUY	CMCSA	6	36.24	—	—	-217.45	Core PEG-quality buy: CMCSA PEG 0.07, growth 134.4%.
2024-09-04	BUY	ANF	21	139.66	—	—	-2932.86	Core PEG-quality buy: ANF PEG 0.05, growth 345.3%.
2024-09-04	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2024-09-03	INTEREST	—	—	—	—	—	+37.45	—
2024-08-27	DIVIDEND	JNJ	239	1.24	—	—	+296.36	—
2024-08-16	DIVIDEND	DUK	349	1.04	—	—	+364.70	—
2024-08-12	DIVIDEND	CEG	191	0.35	—	—	+67.42	—
2024-08-09	DIVIDEND	IBM	199	1.67	—	—	+332.33	—
2024-08-05	BUY	AMD	471	134.82	—	—	-63500.22	Tactical mega-cap swing buy: AMD -19.3% below midpoint, range 0.03.
2024-08-05	BUY	PANW	10	147.09	—	—	-1470.90	Core PEG-quality buy: PANW PEG 0.10, growth 468.8%.
2024-08-05	BUY	CEG	25	169.97	—	—	-4249.25	Core PEG-quality buy: CEG PEG 0.12, growth 216.0%.
2024-08-05	BUY	ANF	188	134.49	—	—	-25284.12	Core PEG-quality buy: ANF PEG 0.05, growth 345.3%.
2024-08-05	SELL	CRM	25	239.01	2024-07-05	SHORT	+5975.25	Exit CRM: no longer in the core long-term set as of 2024-08-05.
2024-08-05	SELL	CRM	4	239.01	2024-06-04	SHORT	+956.04	Exit CRM: no longer in the core long-term set as of 2024-08-05.
2024-08-05	SELL	CRM	1	239.01	2024-05-03	SHORT	+239.01	Exit CRM: no longer in the core long-term set as of 2024-08-05.
2024-08-05	SELL	CRM	103	239.01	2023-11-01	SHORT	+24618.03	Exit CRM: no longer in the core long-term set as of 2024-08-05.
2024-08-05	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2024-08-01	INTEREST	—	—	—	—	—	+222.82	—
2024-07-22	DIVIDEND	CVS	619	0.67	—	—	+411.64	—
2024-07-09	DIVIDEND	CRM	133	0.4	—	—	+53.20	—
2024-07-05	BUY	CVS	619	56.62	—	—	-35047.78	Core PEG-quality buy: CVS PEG 0.07, growth 141.6%.
2024-07-05	BUY	DUK	349	100.56	—	—	-35095.44	Core PEG-quality buy: DUK PEG 0.08, growth 230.5%.
2024-07-05	BUY	CMCSA	989	35.48	—	—	-35092.39	Core PEG-quality buy: CMCSA PEG 0.07, growth 134.4%.
2024-07-05	BUY	CEG	166	211.29	—	—	-35074.14	Core PEG-quality buy: CEG PEG 0.12, growth 216.0%.
2024-07-05	BUY	JNJ	53	146.48	—	—	-7763.44	Core PEG-quality buy: JNJ PEG 0.05, growth 205.5%.
2024-07-05	BUY	IBM	33	176.02	—	—	-5808.66	Core PEG-quality buy: IBM PEG 0.06, growth 315.1%.
2024-07-05	BUY	PGR	20	210.18	—	—	-4203.60	Core PEG-quality buy: PGR PEG 0.06, growth 300.0%.
2024-07-05	BUY	CRM	25	263.19	—	—	-6579.75	Core PEG-quality buy: CRM PEG 0.04, growth 1363.2%.
2024-07-05	SELL	TSLA	396	251.52	2024-04-04	SHORT	+99601.92	Exit TSLA: tactical swing target hit.
2024-07-05	SELL	AMZN	3	200	2024-06-04	SHORT	+600.00	Exit AMZN: tactical swing target hit.
2024-07-05	SELL	AMZN	2	200	2024-05-03	SHORT	+400.00	Exit AMZN: tactical swing target hit.
2024-07-05	SELL	AMZN	150	200	2024-04-04	SHORT	+30000.00	Exit AMZN: tactical swing target hit.
2024-07-05	SELL	EBAY	6	52.87	2024-06-04	SHORT	+317.22	Exit EBAY: no longer in the core long-term set as of 2024-07-05.
2024-07-05	SELL	EBAY	14	52.87	2024-05-03	SHORT	+740.18	Exit EBAY: no longer in the core long-term set as of 2024-07-05.
2024-07-05	SELL	EBAY	528	52.87	2024-04-04	SHORT	+27915.36	Exit EBAY: no longer in the core long-term set as of 2024-07-05.
2024-07-05	SELL	EMR	2	109.46	2024-06-04	SHORT	+218.92	Exit EMR: no longer in the core long-term set as of 2024-07-05.
2024-07-05	SELL	EMR	23	109.46	2024-02-02	SHORT	+2517.58	Exit EMR: no longer in the core long-term set as of 2024-07-05.
2024-07-05	SELL	EMR	22	109.46	2023-12-01	SHORT	+2408.12	Exit EMR: no longer in the core long-term set as of 2024-07-05.
2024-07-05	SELL	EMR	234	109.46	2023-07-05	SHORT	+25613.64	Exit EMR: no longer in the core long-term set as of 2024-07-05.
2024-07-05	SELL	DAL	83	46.02	2023-11-01	SHORT	+3819.66	Exit DAL: no longer in the core long-term set as of 2024-07-05.
2024-07-05	SELL	DAL	26	46.02	2023-10-03	SHORT	+1196.52	Exit DAL: no longer in the core long-term set as of 2024-07-05.
2024-07-05	SELL	DAL	61	46.02	2023-04-03	LONG	+2807.22	Exit DAL: no longer in the core long-term set as of 2024-07-05.
2024-07-05	SELL	DAL	21	46.02	2023-03-03	LONG	+966.42	Exit DAL: no longer in the core long-term set as of 2024-07-05.
2024-07-05	SELL	DAL	486	46.02	2023-02-01	LONG	+22365.72	Exit DAL: no longer in the core long-term set as of 2024-07-05.
2024-07-05	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2024-07-03	DIVIDEND	PGR	147	0.1	—	—	+14.70	—
2024-07-01	INTEREST	—	—	—	—	—	+2.45	—
2024-06-11	DIVIDEND	NVDA	487	0.01	—	—	+4.87	—
2024-06-04	BUY	IBM	4	165.81	—	—	-663.24	Core PEG-quality buy: IBM PEG 0.06, growth 342.5%.
2024-06-04	BUY	JNJ	4	147.8	—	—	-591.20	Core PEG-quality buy: JNJ PEG 0.05, growth 216.4%.
2024-06-04	BUY	AMZN	3	179.34	—	—	-538.02	Core PEG-quality buy: AMZN PEG 0.07, growth 750.0%.
2024-06-04	BUY	EMR	2	106.87	—	—	-213.74	Core PEG-quality buy: EMR PEG 0.05, growth 129.4%.
2024-06-04	BUY	CRM	4	234.86	—	—	-939.44	Core PEG-quality buy: CRM PEG 0.04, growth 1363.2%.
2024-06-04	BUY	EBAY	6	53.75	—	—	-322.50	Core PEG-quality buy: EBAY PEG 0.03, growth 370.8%.
2024-06-04	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2024-06-03	INTEREST	—	—	—	—	—	+4.34	—
2024-05-31	DIVIDEND	EBAY	542	0.27	—	—	+146.34	—
2024-05-20	DIVIDEND	JNJ	182	1.24	—	—	+225.68	—
2024-05-16	DIVIDEND	EMR	279	0.53	—	—	+146.47	—
2024-05-13	DIVIDEND	DAL	677	0.1	—	—	+67.70	—
2024-05-09	DIVIDEND	IBM	162	1.67	—	—	+270.54	—
2024-05-03	BUY	JNJ	4	149.27	—	—	-597.08	Core PEG-quality buy: JNJ PEG 0.05, growth 216.4%.
2024-05-03	BUY	IBM	4	165.71	—	—	-662.84	Core PEG-quality buy: IBM PEG 0.06, growth 342.5%.
2024-05-03	BUY	AMZN	2	186.21	—	—	-372.42	Core PEG-quality buy: AMZN PEG 0.07, growth 750.0%.
2024-05-03	BUY	EBAY	14	49.65	—	—	-695.10	Core PEG-quality buy: EBAY PEG 0.03, growth 370.8%.
2024-05-03	BUY	CRM	1	273.66	—	—	-273.66	Core PEG-quality buy: CRM PEG 0.04, growth 1363.2%.
2024-05-03	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2024-05-01	INTEREST	—	—	—	—	—	+2.47	—
2024-04-04	BUY	TSLA	396	171.11	—	—	-67759.56	Tactical mega-cap swing buy: TSLA -20.4% below midpoint, range 0.09.
2024-04-04	BUY	JNJ	178	152.5	—	—	-27145.00	Core PEG-quality buy: JNJ PEG 0.05, growth 216.4%.
2024-04-04	BUY	IBM	9	187.94	—	—	-1691.46	Core PEG-quality buy: IBM PEG 0.06, growth 342.5%.
2024-04-04	BUY	AMZN	150	180	—	—	-27000.00	Core PEG-quality buy: AMZN PEG 0.07, growth 750.0%.
2024-04-04	BUY	EBAY	528	51.4	—	—	-27139.20	Core PEG-quality buy: EBAY PEG 0.03, growth 370.8%.
2024-04-04	BUY	PANW	78	132.6	—	—	-10342.80	Core PEG-quality buy: PANW PEG 0.01, growth 7925.0%.
2024-04-04	SELL	ORCL	566	124.19	2024-01-03	SHORT	+70291.54	Exit ORCL: tactical swing target hit.
2024-04-04	SELL	UAL	49	43.22	2024-02-02	SHORT	+2117.78	Exit UAL: no longer in the core long-term set as of 2024-04-04.
2024-04-04	SELL	UAL	587	43.22	2024-01-03	SHORT	+25370.14	Exit UAL: no longer in the core long-term set as of 2024-04-04.
2024-04-04	SELL	GE	10	147.39	2024-02-02	SHORT	+1473.90	Exit GE: no longer in the core long-term set as of 2024-04-04.
2024-04-04	SELL	GE	234	147.39	2024-01-03	SHORT	+34489.26	Exit GE: no longer in the core long-term set as of 2024-04-04.
2024-04-04	SELL	CMCSA	20	38.53	2024-03-05	SHORT	+770.57	Exit CMCSA: no longer in the core long-term set as of 2024-04-04.
2024-04-04	SELL	CMCSA	37	38.53	2024-02-02	SHORT	+1425.56	Exit CMCSA: no longer in the core long-term set as of 2024-04-04.
2024-04-04	SELL	CMCSA	5	38.53	2024-01-03	SHORT	+192.64	Exit CMCSA: no longer in the core long-term set as of 2024-04-04.
2024-04-04	SELL	CMCSA	46	38.53	2023-12-01	SHORT	+1772.32	Exit CMCSA: no longer in the core long-term set as of 2024-04-04.
2024-04-04	SELL	CMCSA	24	38.53	2023-11-01	SHORT	+924.69	Exit CMCSA: no longer in the core long-term set as of 2024-04-04.
2024-04-04	SELL	CMCSA	514	38.53	2023-10-03	SHORT	+19803.70	Exit CMCSA: no longer in the core long-term set as of 2024-04-04.
2024-04-04	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2024-04-03	DIVIDEND	PGR	147	0.1	—	—	+14.70	—
2024-04-02	DIVIDEND	CMCSA	646	0.29	—	—	+187.68	—
2024-04-01	INTEREST	—	—	—	—	—	+1.70	—
2024-03-13	DIVIDEND	CRM	103	0.4	—	—	+41.20	—
2024-03-05	BUY	CMCSA	20	39.42	—	—	-788.38	Core PEG-quality buy: CMCSA PEG 0.05, growth 206.6%.
2024-03-05	BUY	PANW	15	145.56	—	—	-2183.47	Core PEG-quality buy: PANW PEG 0.01, growth 7925.0%.
2024-03-05	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2024-03-05	DIVIDEND	NVDA	487	0	—	—	+1.95	—
2024-03-01	INTEREST	—	—	—	—	—	+2.44	—
2024-02-23	DIVIDEND	DAL	677	0.1	—	—	+67.70	—
2024-02-15	DIVIDEND	EMR	279	0.53	—	—	+146.47	—
2024-02-08	DIVIDEND	IBM	149	1.66	—	—	+247.34	—
2024-02-02	BUY	CMCSA	37	42.26	—	—	-1563.57	Core PEG-quality buy: CMCSA PEG 0.05, growth 206.6%.
2024-02-02	BUY	PGR	5	180.69	—	—	-903.45	Core PEG-quality buy: PGR PEG 0.05, growth 457.6%.
2024-02-02	BUY	EMR	23	93.98	—	—	-2161.54	Core PEG-quality buy: EMR PEG 0.04, growth 143.1%.
2024-02-02	BUY	UAL	49	41.37	—	—	-2027.13	Core PEG-quality buy: UAL PEG 0.02, growth 253.8%.
2024-02-02	BUY	PANW	124	172.53	—	—	-21393.72	Core PEG-quality buy: PANW PEG 0.01, growth 7925.0%.
2024-02-02	BUY	GE	10	108.97	—	—	-1089.70	Core PEG-quality buy: GE PEG 0.00, growth 16620.0%.
2024-02-02	SELL	ABNB	3	146.55	2024-01-03	SHORT	+439.65	Exit ABNB: no longer in the core long-term set as of 2024-02-02.
2024-02-02	SELL	ABNB	13	146.55	2023-11-01	SHORT	+1905.15	Exit ABNB: no longer in the core long-term set as of 2024-02-02.
2024-02-02	SELL	ABNB	163	146.55	2023-10-03	SHORT	+23887.65	Exit ABNB: no longer in the core long-term set as of 2024-02-02.
2024-02-02	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2024-02-01	INTEREST	—	—	—	—	—	+8.82	—
2024-01-18	DIVIDEND	PGR	142	0.85	—	—	+120.70	—
2024-01-10	DIVIDEND	ORCL	566	0.4	—	—	+226.40	—
2024-01-03	BUY	ORCL	566	102.46	—	—	-57992.36	Tactical mega-cap swing buy: ORCL -8.7% below midpoint, range 0.08.
2024-01-03	BUY	NVDA	487	47.57	—	—	-23166.10	Core PEG-quality buy: NVDA PEG 0.25, growth 216.7%.
2024-01-03	BUY	ABNB	3	133.42	—	—	-400.26	Core PEG-quality buy: ABNB PEG 0.12, growth 159.5%.
2024-01-03	BUY	CMCSA	5	40.59	—	—	-202.95	Core PEG-quality buy: CMCSA PEG 0.05, growth 206.6%.
2024-01-03	BUY	PGR	142	163.17	—	—	-23170.14	Core PEG-quality buy: PGR PEG 0.05, growth 457.6%.
2024-01-03	BUY	UAL	587	39.53	—	—	-23204.11	Core PEG-quality buy: UAL PEG 0.02, growth 253.8%.
2024-01-03	BUY	GE	234	99.01	—	—	-23168.43	Core PEG-quality buy: GE PEG 0.00, growth 16620.0%.
2024-01-03	SELL	CVS	31	80.88	2023-12-01	SHORT	+2507.28	Exit CVS: no longer in the core long-term set as of 2024-01-03.
2024-01-03	SELL	CVS	4	80.88	2023-11-01	SHORT	+323.52	Exit CVS: no longer in the core long-term set as of 2024-01-03.
2024-01-03	SELL	CVS	302	80.88	2023-10-03	SHORT	+24425.76	Exit CVS: no longer in the core long-term set as of 2024-01-03.
2024-01-03	SELL	TMUS	153	162.08	2023-10-03	SHORT	+24798.24	Exit TMUS: no longer in the core long-term set as of 2024-01-03.
2024-01-03	SELL	NOW	6	135.06	2023-10-03	SHORT	+810.36	Exit NOW: no longer in the core long-term set as of 2024-01-03.
2024-01-03	SELL	NOW	187	135.06	2023-09-01	SHORT	+25256.22	Exit NOW: no longer in the core long-term set as of 2024-01-03.
2024-01-03	SELL	EBAY	10	43.55	2023-12-01	SHORT	+435.50	Exit EBAY: no longer in the core long-term set as of 2024-01-03.
2024-01-03	SELL	EBAY	51	43.55	2023-11-01	SHORT	+2221.05	Exit EBAY: no longer in the core long-term set as of 2024-01-03.
2024-01-03	SELL	EBAY	27	43.55	2023-08-03	SHORT	+1175.85	Exit EBAY: no longer in the core long-term set as of 2024-01-03.
2024-01-03	SELL	EBAY	466	43.55	2023-07-05	SHORT	+20294.30	Exit EBAY: no longer in the core long-term set as of 2024-01-03.
2024-01-03	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2024-01-02	INTEREST	—	—	—	—	—	+196.50	—
2024-01-02	DIVIDEND	CMCSA	584	0.27	—	—	+158.73	—
2023-12-01	BUY	CVS	31	68.48	—	—	-2122.88	Core PEG-quality buy: CVS PEG 0.06, growth 165.7%.
2023-12-01	BUY	CMCSA	46	39.56	—	—	-1819.74	Core PEG-quality buy: CMCSA PEG 0.05, growth 212.9%.
2023-12-01	BUY	EMR	22	90.12	—	—	-1982.64	Core PEG-quality buy: EMR PEG 0.01, growth 322.9%.
2023-12-01	BUY	EBAY	10	41.73	—	—	-417.30	Core PEG-quality buy: EBAY PEG 0.00, growth 2633.3%.
2023-12-01	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2023-12-01	INTEREST	—	—	—	—	—	+196.72	—
2023-11-30	DIVIDEND	TMUS	153	0.65	—	—	+99.45	—
2023-11-30	DIVIDEND	EBAY	544	0.25	—	—	+136.00	—
2023-11-16	DIVIDEND	EMR	234	0.53	—	—	+122.85	—
2023-11-09	DIVIDEND	IBM	149	1.66	—	—	+247.34	—
2023-11-01	BUY	ABNB	13	119.47	—	—	-1553.11	Core PEG-quality buy: ABNB PEG 0.08, growth 218.9%.
2023-11-01	BUY	CRM	103	203.91	—	—	-21002.73	Core PEG-quality buy: CRM PEG 0.08, growth 911.5%.
2023-11-01	BUY	CVS	4	68.73	—	—	-274.92	Core PEG-quality buy: CVS PEG 0.06, growth 165.7%.
2023-11-01	BUY	CMCSA	24	39.19	—	—	-940.66	Core PEG-quality buy: CMCSA PEG 0.05, growth 212.9%.
2023-11-01	BUY	EBAY	51	38.71	—	—	-1974.21	Core PEG-quality buy: EBAY PEG 0.00, growth 2633.3%.
2023-11-01	BUY	DAL	83	31.11	—	—	-2582.13	Core PEG-quality buy: DAL PEG 0.00, growth 3976.9%.
2023-11-01	SELL	PEG	377	62.38	2023-10-03	SHORT	+23517.26	Exit PEG: no longer in the core long-term set as of 2023-11-01.
2023-11-01	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2023-11-01	INTEREST	—	—	—	—	—	+202.59	—
2023-10-19	DIVIDEND	CVS	302	0.6	—	—	+182.71	—
2023-10-11	DIVIDEND	DAL	594	0.1	—	—	+59.40	—
2023-10-03	BUY	NOW	6	108.25	—	—	-649.49	Core PEG-quality buy: NOW PEG 0.11, growth 670.0%.
2023-10-03	BUY	CVS	302	69.25	—	—	-20913.50	Core PEG-quality buy: CVS PEG 0.06, growth 165.7%.
2023-10-03	BUY	ABNB	163	127.73	—	—	-20819.99	Core PEG-quality buy: ABNB PEG 0.08, growth 218.9%.
2023-10-03	BUY	TMUS	153	136.43	—	—	-20873.79	Core PEG-quality buy: TMUS PEG 0.05, growth 427.9%.
2023-10-03	BUY	CMCSA	514	40.72	—	—	-20930.90	Core PEG-quality buy: CMCSA PEG 0.05, growth 212.9%.
2023-10-03	BUY	IBM	149	140.39	—	—	-20918.11	Core PEG-quality buy: IBM PEG 0.04, growth 458.8%.
2023-10-03	BUY	PEG	377	55.53	—	—	-20934.81	Core PEG-quality buy: PEG PEG 0.03, growth 312.5%.
2023-10-03	BUY	DAL	26	35.24	—	—	-916.24	Core PEG-quality buy: DAL PEG 0.00, growth 3976.9%.
2023-10-03	SELL	MTCH	11	38.15	2023-09-01	SHORT	+419.65	Exit MTCH: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	MTCH	466	38.15	2023-08-03	SHORT	+17777.90	Exit MTCH: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	MO	16	41.13	2023-09-01	SHORT	+658.08	Exit MO: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	MO	30	41.13	2023-08-03	SHORT	+1233.90	Exit MO: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	MO	456	41.13	2023-07-05	SHORT	+18755.28	Exit MO: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	NEE	24	52.78	2023-09-01	SHORT	+1266.72	Exit NEE: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	NEE	27	52.78	2023-08-03	SHORT	+1425.06	Exit NEE: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	NEE	17	52.78	2023-07-05	SHORT	+897.26	Exit NEE: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	NEE	15	52.78	2023-06-02	SHORT	+791.70	Exit NEE: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	NEE	248	52.78	2023-04-03	SHORT	+13089.44	Exit NEE: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	MPC	2	147.27	2023-07-05	SHORT	+294.54	Exit MPC: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	MPC	9	147.27	2023-06-02	SHORT	+1325.43	Exit MPC: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	MPC	12	147.27	2023-05-03	SHORT	+1767.24	Exit MPC: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	MPC	157	147.27	2023-02-01	SHORT	+23121.39	Exit MPC: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	PSX	18	115.63	2023-07-05	SHORT	+2081.34	Exit PSX: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	PSX	2	115.63	2023-06-02	SHORT	+231.26	Exit PSX: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	PSX	198	115.63	2023-02-01	SHORT	+22894.74	Exit PSX: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	VLO	1	133.58	2023-07-05	SHORT	+133.58	Exit VLO: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	VLO	4	133.58	2023-06-02	SHORT	+534.32	Exit VLO: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	VLO	32	133.58	2023-05-03	SHORT	+4274.56	Exit VLO: no longer in the core long-term set as of 2023-10-03.
2023-10-03	SELL	VLO	142	133.58	2023-02-01	SHORT	+18968.36	Exit VLO: no longer in the core long-term set as of 2023-10-03.
2023-10-03	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2023-10-02	INTEREST	—	—	—	—	—	+177.79	—
2023-09-14	DIVIDEND	MO	502	0.98	—	—	+491.96	—
2023-09-01	BUY	NOW	187	118.18	—	—	-22098.91	Core PEG-quality buy: NOW PEG 0.12, growth 672.2%.
2023-09-01	BUY	NEE	24	66.87	—	—	-1604.88	Core PEG-quality buy: NEE PEG 0.09, growth 209.2%.
2023-09-01	BUY	MTCH	11	46.46	—	—	-511.06	Core PEG-quality buy: MTCH PEG 0.08, growth 323.1%.
2023-09-01	BUY	MO	16	44.11	—	—	-705.76	Core PEG-quality buy: MO PEG 0.04, growth 288.8%.
2023-09-01	SELL	PHM	264	82.63	2023-08-03	SHORT	+21814.32	Exit PHM: no longer in the core long-term set as of 2023-09-01.
2023-09-01	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2023-09-01	INTEREST	—	—	—	—	—	+177.47	—
2023-08-31	DIVIDEND	EBAY	493	0.25	—	—	+123.25	—
2023-08-29	DIVIDEND	NEE	307	0.47	—	—	+143.68	—
2023-08-17	DIVIDEND	PSX	218	1.05	—	—	+228.90	—
2023-08-15	DIVIDEND	MPC	180	0.75	—	—	+135.00	—
2023-08-10	DIVIDEND	EMR	234	0.52	—	—	+121.68	—
2023-08-03	BUY	PHM	264	81.45	—	—	-21502.80	Core PEG-quality buy: PHM PEG 0.19, growth 34.0%.
2023-08-03	BUY	NEE	27	70.1	—	—	-1892.70	Core PEG-quality buy: NEE PEG 0.09, growth 209.2%.
2023-08-03	BUY	EBAY	27	43.61	—	—	-1177.47	Core PEG-quality buy: EBAY PEG 0.08, growth 228.2%.
2023-08-03	BUY	MTCH	466	46.16	—	—	-21510.56	Core PEG-quality buy: MTCH PEG 0.08, growth 323.1%.
2023-08-03	BUY	MO	30	44.3	—	—	-1329.00	Core PEG-quality buy: MO PEG 0.04, growth 288.8%.
2023-08-03	SELL	NOW	185	112.08	2023-07-05	SHORT	+20734.80	Exit NOW: no longer in the core long-term set as of 2023-08-03.
2023-08-03	SELL	TMUS	150	135.37	2023-07-05	SHORT	+20305.50	Exit TMUS: no longer in the core long-term set as of 2023-08-03.
2023-08-03	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2023-08-02	DIVIDEND	VLO	179	1.02	—	—	+182.58	—
2023-08-01	INTEREST	—	—	—	—	—	+167.29	—
2023-07-14	DIVIDEND	DAL	568	0.1	—	—	+56.80	—
2023-07-05	BUY	NOW	185	113.15	—	—	-20933.12	Core PEG-quality buy: NOW PEG 0.12, growth 672.2%.
2023-07-05	BUY	TMUS	150	139.56	—	—	-20934.00	Core PEG-quality buy: TMUS PEG 0.10, growth 266.4%.
2023-07-05	BUY	NEE	17	74.95	—	—	-1274.15	Core PEG-quality buy: NEE PEG 0.09, growth 209.2%.
2023-07-05	BUY	EBAY	466	45.03	—	—	-20983.98	Core PEG-quality buy: EBAY PEG 0.08, growth 228.2%.
2023-07-05	BUY	VLO	1	116.75	—	—	-116.75	Core PEG-quality buy: VLO PEG 0.06, growth 66.5%.
2023-07-05	BUY	MPC	2	116.21	—	—	-232.42	Core PEG-quality buy: MPC PEG 0.05, growth 80.0%.
2023-07-05	BUY	MO	456	45.98	—	—	-20966.88	Core PEG-quality buy: MO PEG 0.04, growth 288.8%.
2023-07-05	BUY	PSX	18	96.13	—	—	-1730.34	Core PEG-quality buy: PSX PEG 0.04, growth 101.1%.
2023-07-05	BUY	EMR	234	89.41	—	—	-20921.94	Core PEG-quality buy: EMR PEG 0.01, growth 333.1%.
2023-07-05	SELL	DVN	401	48.5	2023-06-02	SHORT	+19448.50	Exit DVN: no longer in the core long-term set as of 2023-07-05.
2023-07-05	SELL	EOG	6	114.29	2023-06-02	SHORT	+685.74	Exit EOG: no longer in the core long-term set as of 2023-07-05.
2023-07-05	SELL	EOG	12	114.29	2023-05-03	SHORT	+1371.48	Exit EOG: no longer in the core long-term set as of 2023-07-05.
2023-07-05	SELL	EOG	156	114.29	2023-04-03	SHORT	+17829.24	Exit EOG: no longer in the core long-term set as of 2023-07-05.
2023-07-05	SELL	H	172	113.06	2023-04-03	SHORT	+19446.32	Exit H: no longer in the core long-term set as of 2023-07-05.
2023-07-05	SELL	XOM	10	106.91	2023-06-02	SHORT	+1069.10	Exit XOM: no longer in the core long-term set as of 2023-07-05.
2023-07-05	SELL	XOM	5	106.91	2023-03-03	SHORT	+534.55	Exit XOM: no longer in the core long-term set as of 2023-07-05.
2023-07-05	SELL	XOM	169	106.91	2023-02-01	SHORT	+18067.79	Exit XOM: no longer in the core long-term set as of 2023-07-05.
2023-07-05	SELL	CF	44	70.12	2023-06-02	SHORT	+3085.28	Exit CF: no longer in the core long-term set as of 2023-07-05.
2023-07-05	SELL	CF	38	70.12	2023-04-03	SHORT	+2664.56	Exit CF: no longer in the core long-term set as of 2023-07-05.
2023-07-05	SELL	CF	41	70.12	2023-02-01	SHORT	+2874.92	Exit CF: no longer in the core long-term set as of 2023-07-05.
2023-07-05	SELL	CF	14	70.12	2022-12-30	SHORT	+981.68	Exit CF: no longer in the core long-term set as of 2023-07-05.
2023-07-05	SELL	CF	4	70.12	2022-11-30	SHORT	+280.48	Exit CF: no longer in the core long-term set as of 2023-07-05.
2023-07-05	SELL	CF	7	70.12	2022-06-01	LONG	+490.84	Exit CF: no longer in the core long-term set as of 2023-07-05.
2023-07-05	SELL	CF	161	70.12	2022-05-02	LONG	+11289.32	Exit CF: no longer in the core long-term set as of 2023-07-05.
2023-07-05	SELL	NFLX	980	44.59	2022-01-31	LONG	+43698.20	Exit NFLX: rescue tactical hold recovered/timed out.
2023-07-05	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2023-07-03	INTEREST	—	—	—	—	—	+34.67	—
2023-06-14	DIVIDEND	DVN	401	0.72	—	—	+288.72	—
2023-06-02	BUY	DVN	401	48.53	—	—	-19460.53	Core PEG-quality buy: DVN PEG 0.08, growth 71.4%.
2023-06-02	BUY	NEE	15	73.85	—	—	-1107.75	Core PEG-quality buy: NEE PEG 0.06, growth 355.4%.
2023-06-02	BUY	EOG	6	111.92	—	—	-671.52	Core PEG-quality buy: EOG PEG 0.06, growth 113.3%.
2023-06-02	BUY	CF	44	62.91	—	—	-2768.04	Core PEG-quality buy: CF PEG 0.05, growth 93.8%.
2023-06-02	BUY	XOM	10	105.76	—	—	-1057.60	Core PEG-quality buy: XOM PEG 0.05, growth 144.9%.
2023-06-02	BUY	MPC	9	108.91	—	—	-980.19	Core PEG-quality buy: MPC PEG 0.05, growth 91.3%.
2023-06-02	BUY	PSX	2	97.03	—	—	-194.06	Core PEG-quality buy: PSX PEG 0.01, growth 355.3%.
2023-06-02	BUY	VLO	4	109.27	—	—	-437.08	Core PEG-quality buy: VLO PEG 0.01, growth 465.5%.
2023-06-02	SELL	PHM	280	69.38	2023-05-03	SHORT	+19426.40	Exit PHM: no longer in the core long-term set as of 2023-06-02.
2023-06-02	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2023-06-01	INTEREST	—	—	—	—	—	+46.37	—
2023-05-26	DIVIDEND	NEE	248	0.47	—	—	+116.06	—
2023-05-26	DIVIDEND	H	172	0.15	—	—	+25.80	—
2023-05-22	DIVIDEND	VLO	174	1.02	—	—	+177.48	—
2023-05-19	DIVIDEND	PSX	198	1.05	—	—	+207.90	—
2023-05-16	DIVIDEND	MPC	169	0.75	—	—	+126.75	—
2023-05-15	DIVIDEND	XOM	174	0.91	—	—	+158.34	—
2023-05-12	DIVIDEND	CF	265	0.4	—	—	+106.00	—
2023-05-03	BUY	PHM	280	66.49	—	—	-18617.20	Core PEG-quality buy: PHM PEG 0.12, growth 41.8%.
2023-05-03	BUY	EOG	12	111.02	—	—	-1332.24	Core PEG-quality buy: EOG PEG 0.06, growth 113.3%.
2023-05-03	BUY	MPC	12	110.07	—	—	-1320.84	Core PEG-quality buy: MPC PEG 0.05, growth 91.3%.
2023-05-03	BUY	VLO	32	107.06	—	—	-3425.92	Core PEG-quality buy: VLO PEG 0.01, growth 465.5%.
2023-05-03	SELL	DVN	357	49.01	2023-04-03	SHORT	+17496.57	Exit DVN: no longer in the core long-term set as of 2023-05-03.
2023-05-03	SELL	META	67	237.03	2022-03-02	LONG	+15881.01	Exit META: rescue tactical hold recovered/timed out.
2023-05-03	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2023-05-01	INTEREST	—	—	—	—	—	+1.75	—
2023-04-13	DIVIDEND	EOG	156	0.82	—	—	+128.70	—
2023-04-03	BUY	DVN	357	53.31	—	—	-19031.67	Core PEG-quality buy: DVN PEG 0.08, growth 71.4%.
2023-04-03	BUY	NEE	248	76.67	—	—	-19014.16	Core PEG-quality buy: NEE PEG 0.06, growth 355.4%.
2023-04-03	BUY	EOG	156	121.41	—	—	-18939.96	Core PEG-quality buy: EOG PEG 0.06, growth 113.3%.
2023-04-03	BUY	CF	38	73.67	—	—	-2799.46	Core PEG-quality buy: CF PEG 0.05, growth 93.8%.
2023-04-03	BUY	DAL	61	34.39	—	—	-2097.79	Core PEG-quality buy: DAL PEG 0.04, growth 266.7%.
2023-04-03	BUY	H	172	110.12	—	—	-18940.64	Core PEG-quality buy: H PEG 0.01, growth 2684.2%.
2023-04-03	SELL	OXY	16	65.18	2023-03-03	SHORT	+1042.88	Exit OXY: no longer in the core long-term set as of 2023-04-03.
2023-04-03	SELL	OXY	305	65.18	2023-02-01	SHORT	+19879.90	Exit OXY: no longer in the core long-term set as of 2023-04-03.
2023-04-03	SELL	COP	16	108.42	2023-03-03	SHORT	+1734.72	Exit COP: no longer in the core long-term set as of 2023-04-03.
2023-04-03	SELL	COP	9	108.42	2022-08-02	SHORT	+975.78	Exit COP: no longer in the core long-term set as of 2023-04-03.
2023-04-03	SELL	COP	156	108.42	2022-07-01	SHORT	+16913.52	Exit COP: no longer in the core long-term set as of 2023-04-03.
2023-04-03	SELL	MOS	8	46.56	2023-02-01	SHORT	+372.48	Exit MOS: no longer in the core long-term set as of 2023-04-03.
2023-04-03	SELL	MOS	17	46.56	2022-12-30	SHORT	+791.52	Exit MOS: no longer in the core long-term set as of 2023-04-03.
2023-04-03	SELL	MOS	30	46.56	2022-11-30	SHORT	+1396.80	Exit MOS: no longer in the core long-term set as of 2023-04-03.
2023-04-03	SELL	MOS	31	46.56	2022-10-31	SHORT	+1443.36	Exit MOS: no longer in the core long-term set as of 2023-04-03.
2023-04-03	SELL	MOS	30	46.56	2022-07-01	SHORT	+1396.80	Exit MOS: no longer in the core long-term set as of 2023-04-03.
2023-04-03	SELL	MOS	23	46.56	2022-06-01	SHORT	+1070.88	Exit MOS: no longer in the core long-term set as of 2023-04-03.
2023-04-03	SELL	MOS	250	46.56	2022-05-02	SHORT	+11640.00	Exit MOS: no longer in the core long-term set as of 2023-04-03.
2023-04-03	SELL	APA	32	39.2	2023-03-03	SHORT	+1254.40	Exit APA: no longer in the core long-term set as of 2023-04-03.
2023-04-03	SELL	APA	11	39.2	2023-02-01	SHORT	+431.20	Exit APA: no longer in the core long-term set as of 2023-04-03.
2023-04-03	SELL	APA	34	39.2	2022-08-02	SHORT	+1332.80	Exit APA: no longer in the core long-term set as of 2023-04-03.
2023-04-03	SELL	APA	18	39.2	2022-07-01	SHORT	+705.60	Exit APA: no longer in the core long-term set as of 2023-04-03.
2023-04-03	SELL	APA	384	39.2	2022-05-02	SHORT	+15052.80	Exit APA: no longer in the core long-term set as of 2023-04-03.
2023-04-03	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2023-04-03	INTEREST	—	—	—	—	—	+5.69	—
2023-03-28	DIVIDEND	COP	181	0.6	—	—	+108.60	—
2023-03-14	DIVIDEND	MOS	389	0.25	—	—	+97.25	—
2023-03-09	DIVIDEND	OXY	321	0.18	—	—	+57.78	—
2023-03-03	BUY	COP	16	108.64	—	—	-1738.24	Core PEG-quality buy: COP PEG 0.06, growth 140.0%.
2023-03-03	BUY	DAL	21	38.85	—	—	-815.85	Core PEG-quality buy: DAL PEG 0.04, growth 368.2%.
2023-03-03	BUY	XOM	5	112.81	—	—	-564.05	Core PEG-quality buy: XOM PEG 0.06, growth 146.0%.
2023-03-03	BUY	APA	32	41.15	—	—	-1316.80	Core PEG-quality buy: APA PEG 0.01, growth 325.5%.
2023-03-03	BUY	OXY	16	61.25	—	—	-980.00	Core PEG-quality buy: OXY PEG 0.01, growth 684.8%.
2023-03-03	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2023-03-01	INTEREST	—	—	—	—	—	+12.71	—
2023-03-01	DIVIDEND	MOS	389	0.2	—	—	+77.80	—
2023-02-17	DIVIDEND	PSX	198	1.05	—	—	+207.90	—
2023-02-15	DIVIDEND	MPC	157	0.75	—	—	+117.75	—
2023-02-14	DIVIDEND	CF	227	0.4	—	—	+90.80	—
2023-02-13	DIVIDEND	XOM	169	0.91	—	—	+153.79	—
2023-02-13	DIVIDEND	VLO	142	1.02	—	—	+144.84	—
2023-02-13	DIVIDEND	COP	165	0.51	—	—	+84.15	—
2023-02-01	BUY	DAL	486	39.89	—	—	-19386.54	Core PEG-quality buy: DAL PEG 0.04, growth 368.2%.
2023-02-01	BUY	XOM	169	114.74	—	—	-19391.06	Core PEG-quality buy: XOM PEG 0.06, growth 146.0%.
2023-02-01	BUY	MPC	157	122.97	—	—	-19306.29	Core PEG-quality buy: MPC PEG 0.05, growth 84.5%.
2023-02-01	BUY	MOS	8	49.86	—	—	-398.88	Core PEG-quality buy: MOS PEG 0.03, growth 135.6%.
2023-02-01	BUY	CF	41	85.28	—	—	-3496.48	Core PEG-quality buy: CF PEG 0.02, growth 286.3%.
2023-02-01	BUY	APA	11	43.4	—	—	-477.40	Core PEG-quality buy: APA PEG 0.01, growth 325.5%.
2023-02-01	BUY	PSX	198	97.99	—	—	-19402.02	Core PEG-quality buy: PSX PEG 0.01, growth 683.5%.
2023-02-01	BUY	OXY	305	63.5	—	—	-19367.50	Core PEG-quality buy: OXY PEG 0.01, growth 684.8%.
2023-02-01	BUY	VLO	142	136.23	—	—	-19344.66	Core PEG-quality buy: VLO PEG 0.00, growth 1179.3%.
2023-02-01	SELL	T	30	20.18	2022-10-31	SHORT	+605.40	Exit T: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	T	959	20.18	2022-09-30	SHORT	+19352.62	Exit T: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	HAL	50	40.84	2022-09-30	SHORT	+2042.00	Exit HAL: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	HAL	96	40.84	2022-08-02	SHORT	+3920.64	Exit HAL: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	HAL	452	40.84	2022-07-01	SHORT	+18459.68	Exit HAL: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	AIG	7	61.23	2022-10-31	SHORT	+428.61	Exit AIG: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	AIG	36	61.23	2022-08-02	SHORT	+2204.28	Exit AIG: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	AIG	273	61.23	2022-07-01	SHORT	+16715.79	Exit AIG: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	CVX	4	171.36	2022-09-30	SHORT	+685.44	Exit CVX: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	CVX	1	171.36	2022-08-02	SHORT	+171.36	Exit CVX: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	CVX	97	171.36	2022-07-01	SHORT	+16621.92	Exit CVX: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	DVN	6	61.89	2022-12-30	SHORT	+371.34	Exit DVN: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	DVN	15	61.89	2022-11-30	SHORT	+928.35	Exit DVN: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	DVN	258	61.89	2022-07-01	SHORT	+15967.62	Exit DVN: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	F	73	13.79	2022-12-30	SHORT	+1006.67	Exit F: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	F	35	13.79	2022-10-31	SHORT	+482.65	Exit F: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	F	58	13.79	2022-09-30	SHORT	+799.82	Exit F: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	F	70	13.79	2022-07-01	SHORT	+965.30	Exit F: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	F	92	13.79	2022-06-01	SHORT	+1268.68	Exit F: no longer in the core long-term set as of 2023-02-01.
2023-02-01	SELL	F	1,094	13.79	2022-05-02	SHORT	+15086.26	Exit F: no longer in the core long-term set as of 2023-02-01.
2023-02-01	DEPOSIT	—	—	—	—	—	+5000.00	Monthly contribution x2
2023-02-01	INTEREST	—	—	—	—	—	+1.53	—
2023-01-20	DIVIDEND	APA	436	0.25	—	—	+109.00	—
2023-01-09	DIVIDEND	T	989	0.28	—	—	+274.94	—
2023-01-03	INTEREST	—	—	—	—	—	+0.62	—
2022-12-30	BUY	MOS	17	43.87	—	—	-745.79	Core PEG-quality buy: MOS PEG 0.04, growth 116.8%.
2022-12-30	BUY	F	73	11.63	—	—	-848.99	Core PEG-quality buy: F PEG 0.02, growth 217.1%.
2022-12-30	BUY	DVN	6	61.51	—	—	-369.06	Core PEG-quality buy: DVN PEG 0.01, growth 471.3%.
2022-12-30	BUY	CF	14	85.2	—	—	-1192.80	Core PEG-quality buy: CF PEG 0.01, growth 1003.6%.
2022-12-30	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2022-12-23	DIVIDEND	COP	165	0.7	—	—	+115.50	—
2022-12-14	DIVIDEND	AIG	316	0.32	—	—	+101.12	—
2022-12-09	DIVIDEND	DVN	273	1.35	—	—	+368.55	—
2022-12-07	DIVIDEND	HAL	598	0.12	—	—	+71.76	—
2022-12-01	INTEREST	—	—	—	—	—	+0.36	—
2022-11-30	BUY	MOS	30	51.3	—	—	-1539.00	Core PEG-quality buy: MOS PEG 0.04, growth 116.8%.
2022-11-30	BUY	DVN	15	68.52	—	—	-1027.80	Core PEG-quality buy: DVN PEG 0.01, growth 471.3%.
2022-11-30	BUY	CF	4	108.19	—	—	-432.76	Core PEG-quality buy: CF PEG 0.01, growth 1003.6%.
2022-11-30	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2022-11-30	DIVIDEND	MOS	334	0.15	—	—	+50.10	—
2022-11-17	DIVIDEND	CVX	102	1.42	—	—	+144.84	—
2022-11-14	DIVIDEND	COP	165	0.51	—	—	+84.15	—
2022-11-14	DIVIDEND	F	1,349	0.15	—	—	+202.35	—
2022-11-14	DIVIDEND	CF	168	0.4	—	—	+67.20	—
2022-11-01	INTEREST	—	—	—	—	—	+0.57	—
2022-10-31	BUY	MOS	31	53.75	—	—	-1666.25	Core PEG-quality buy: MOS PEG 0.04, growth 116.8%.
2022-10-31	BUY	F	35	13.37	—	—	-467.95	Core PEG-quality buy: F PEG 0.02, growth 217.1%.
2022-10-31	BUY	AIG	7	57	—	—	-399.00	Core PEG-quality buy: AIG PEG 0.02, growth 173.5%.
2022-10-31	BUY	T	30	18.23	—	—	-546.90	Core PEG-quality buy: T PEG 0.00, growth 2911.1%.
2022-10-31	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2022-10-20	DIVIDEND	APA	436	0.25	—	—	+109.00	—
2022-10-06	DIVIDEND	T	959	0.28	—	—	+266.60	—
2022-10-03	INTEREST	—	—	—	—	—	+1.40	—
2022-09-30	BUY	HAL	50	24.62	—	—	-1231.00	Core PEG-quality buy: HAL PEG 0.04, growth 319.6%.
2022-09-30	BUY	CVX	4	143.67	—	—	-574.68	Core PEG-quality buy: CVX PEG 0.03, growth 239.4%.
2022-09-30	BUY	F	58	11.2	—	—	-649.60	Core PEG-quality buy: F PEG 0.02, growth 217.1%.
2022-09-30	BUY	T	959	15.34	—	—	-14711.06	Core PEG-quality buy: T PEG 0.00, growth 2911.1%.
2022-09-30	SELL	MRNA	3	118.25	2022-06-01	SHORT	+354.75	Exit MRNA: no longer in the core long-term set as of 2022-09-30.
2022-09-30	SELL	MRNA	109	118.25	2022-05-02	SHORT	+12889.25	Exit MRNA: no longer in the core long-term set as of 2022-09-30.
2022-09-30	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2022-09-28	DIVIDEND	COP	165	1.4	—	—	+231.00	—
2022-09-15	DIVIDEND	AIG	309	0.32	—	—	+98.88	—
2022-09-09	DIVIDEND	DVN	258	1.55	—	—	+399.90	—
2022-09-06	DIVIDEND	HAL	548	0.12	—	—	+65.76	—
2022-09-01	INTEREST	—	—	—	—	—	+0.91	—
2022-08-31	DIVIDEND	MOS	303	0.15	—	—	+45.45	—
2022-08-18	DIVIDEND	CVX	98	1.42	—	—	+139.16	—
2022-08-15	DIVIDEND	COP	165	0.46	—	—	+75.90	—
2022-08-12	DIVIDEND	CF	168	0.4	—	—	+67.20	—
2022-08-10	DIVIDEND	F	1,256	0.15	—	—	+188.40	—
2022-08-02	BUY	HAL	96	28.6	—	—	-2745.60	Core PEG-quality buy: HAL PEG 0.03, growth 783.3%.
2022-08-02	BUY	AIG	36	50.71	—	—	-1825.56	Core PEG-quality buy: AIG PEG 0.01, growth 230.6%.
2022-08-02	BUY	CVX	1	159.14	—	—	-159.14	Core PEG-quality buy: CVX PEG 0.01, growth 701.6%.
2022-08-02	BUY	APA	34	35.93	—	—	-1221.62	Core PEG-quality buy: APA PEG 0.01, growth 378.0%.
2022-08-02	BUY	COP	9	94.71	—	—	-852.39	Core PEG-quality buy: COP PEG 0.01, growth 953.9%.
2022-08-02	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2022-08-01	INTEREST	—	—	—	—	—	+5.15	—
2022-07-21	DIVIDEND	APA	402	0.13	—	—	+50.25	—
2022-07-01	BUY	MOS	30	46.92	—	—	-1407.60	Core PEG-quality buy: MOS PEG 0.04, growth 135.5%.
2022-07-01	BUY	HAL	452	31.43	—	—	-14206.36	Core PEG-quality buy: HAL PEG 0.03, growth 783.3%.
2022-07-01	BUY	F	70	11.32	—	—	-792.40	Core PEG-quality buy: F PEG 0.02, growth 238.8%.
2022-07-01	BUY	AIG	273	52.02	—	—	-14201.46	Core PEG-quality buy: AIG PEG 0.01, growth 230.6%.
2022-07-01	BUY	CVX	97	146.51	—	—	-14211.47	Core PEG-quality buy: CVX PEG 0.01, growth 701.6%.
2022-07-01	BUY	APA	18	35.35	—	—	-636.30	Core PEG-quality buy: APA PEG 0.01, growth 378.0%.
2022-07-01	BUY	COP	156	90.98	—	—	-14192.88	Core PEG-quality buy: COP PEG 0.01, growth 953.9%.
2022-07-01	BUY	DVN	258	55.11	—	—	-14218.38	Core PEG-quality buy: DVN PEG 0.00, growth 4288.9%.
2022-07-01	SELL	ON	280	46.84	2022-05-02	SHORT	+13115.20	Exit ON: no longer in the core long-term set as of 2022-07-01.
2022-07-01	SELL	EOG	134	111.62	2022-05-02	SHORT	+14957.08	Exit EOG: no longer in the core long-term set as of 2022-07-01.
2022-07-01	SELL	GILD	4	62.36	2022-03-02	SHORT	+249.44	Exit GILD: no longer in the core long-term set as of 2022-07-01.
2022-07-01	SELL	GILD	37	62.36	2021-10-29	SHORT	+2307.32	Exit GILD: no longer in the core long-term set as of 2022-07-01.
2022-07-01	SELL	GILD	240	62.36	2021-09-30	SHORT	+14966.40	Exit GILD: no longer in the core long-term set as of 2022-07-01.
2022-07-01	SELL	EBAY	37	42.89	2022-06-01	SHORT	+1586.93	Exit EBAY: no longer in the core long-term set as of 2022-07-01.
2022-07-01	SELL	EBAY	8	42.89	2022-03-02	SHORT	+343.12	Exit EBAY: no longer in the core long-term set as of 2022-07-01.
2022-07-01	SELL	EBAY	23	42.89	2022-01-31	SHORT	+986.47	Exit EBAY: no longer in the core long-term set as of 2022-07-01.
2022-07-01	SELL	EBAY	6	42.89	2021-12-30	SHORT	+257.34	Exit EBAY: no longer in the core long-term set as of 2022-07-01.
2022-07-01	SELL	EBAY	25	42.89	2021-11-30	SHORT	+1072.25	Exit EBAY: no longer in the core long-term set as of 2022-07-01.
2022-07-01	SELL	EBAY	11	42.89	2021-08-02	SHORT	+471.79	Exit EBAY: no longer in the core long-term set as of 2022-07-01.
2022-07-01	SELL	EBAY	232	42.89	2021-07-01	SHORT	+9950.48	Exit EBAY: no longer in the core long-term set as of 2022-07-01.
2022-07-01	SELL	WFC	14	39.92	2021-11-30	SHORT	+558.88	Exit WFC: no longer in the core long-term set as of 2022-07-01.
2022-07-01	SELL	WFC	9	39.92	2021-08-02	SHORT	+359.28	Exit WFC: no longer in the core long-term set as of 2022-07-01.
2022-07-01	SELL	WFC	356	39.92	2021-07-01	SHORT	+14211.52	Exit WFC: no longer in the core long-term set as of 2022-07-01.
2022-07-01	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2022-07-01	INTEREST	—	—	—	—	—	+0.46	—
2022-06-14	DIVIDEND	EOG	134	1.8	—	—	+241.20	—
2022-06-14	DIVIDEND	GILD	281	0.73	—	—	+205.13	—
2022-06-01	BUY	MOS	23	58.69	—	—	-1349.87	Core PEG-quality buy: MOS PEG 0.06, growth 161.1%.
2022-06-01	BUY	F	92	13.55	—	—	-1246.60	Core PEG-quality buy: F PEG 0.03, growth 188.9%.
2022-06-01	BUY	CF	7	95.51	—	—	-668.57	Core PEG-quality buy: CF PEG 0.04, growth 316.7%.
2022-06-01	BUY	EBAY	37	46.97	—	—	-1737.89	Core PEG-quality buy: EBAY PEG 0.01, growth 303.3%.
2022-06-01	BUY	MRNA	3	143.4	—	—	-430.20	Core PEG-quality buy: MRNA PEG 0.00, growth 2666.7%.
2022-06-01	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2022-06-01	INTEREST	—	—	—	—	—	+3.17	—
2022-06-01	DIVIDEND	MOS	250	0.15	—	—	+37.50	—
2022-05-31	DIVIDEND	EBAY	305	0.22	—	—	+67.10	—
2022-05-13	DIVIDEND	CF	161	0.4	—	—	+64.40	—
2022-05-05	DIVIDEND	WFC	379	0.25	—	—	+94.75	—
2022-05-02	BUY	ON	280	55.62	—	—	-15573.60	Core PEG-quality buy: ON PEG 0.06, growth 311.4%.
2022-05-02	BUY	MOS	250	62.4	—	—	-15600.00	Core PEG-quality buy: MOS PEG 0.06, growth 161.1%.
2022-05-02	BUY	F	1,094	14.27	—	—	-15611.38	Core PEG-quality buy: F PEG 0.03, growth 188.9%.
2022-05-02	BUY	CF	161	96.44	—	—	-15526.84	Core PEG-quality buy: CF PEG 0.04, growth 316.7%.
2022-05-02	BUY	MRNA	109	142.08	—	—	-15486.72	Core PEG-quality buy: MRNA PEG 0.00, growth 2666.7%.
2022-05-02	BUY	EOG	134	116.31	—	—	-15585.54	Core PEG-quality buy: EOG PEG 0.00, growth 7400.0%.
2022-05-02	BUY	APA	384	40.61	—	—	-15594.24	Core PEG-quality buy: APA PEG 0.00, growth 34900.0%.
2022-05-02	SELL	NOC	12	438.62	2022-03-02	SHORT	+5263.44	Exit NOC: no longer in the core long-term set as of 2022-05-02.
2022-05-02	SELL	FCX	450	40.18	2022-01-31	SHORT	+18081.00	Exit FCX: no longer in the core long-term set as of 2022-05-02.
2022-05-02	SELL	UPS	82	178.58	2022-01-31	SHORT	+14643.56	Exit UPS: no longer in the core long-term set as of 2022-05-02.
2022-05-02	SELL	NXPI	4	177	2022-03-02	SHORT	+708.00	Exit NXPI: no longer in the core long-term set as of 2022-05-02.
2022-05-02	SELL	NXPI	81	177	2022-01-31	SHORT	+14337.00	Exit NXPI: no longer in the core long-term set as of 2022-05-02.
2022-05-02	SELL	HPQ	514	37.06	2021-11-30	SHORT	+19048.84	Exit HPQ: no longer in the core long-term set as of 2022-05-02.
2022-05-02	SELL	BX	166	105.8	2021-07-01	SHORT	+17562.80	Exit BX: no longer in the core long-term set as of 2022-05-02.
2022-05-02	SELL	GS	3	310.42	2022-01-31	SHORT	+931.26	Exit GS: no longer in the core long-term set as of 2022-05-02.
2022-05-02	SELL	GS	3	310.42	2021-11-30	SHORT	+931.26	Exit GS: no longer in the core long-term set as of 2022-05-02.
2022-05-02	SELL	GS	1	310.42	2021-08-02	SHORT	+310.42	Exit GS: no longer in the core long-term set as of 2022-05-02.
2022-05-02	SELL	GS	43	310.42	2021-07-01	SHORT	+13348.06	Exit GS: no longer in the core long-term set as of 2022-05-02.
2022-05-02	DEPOSIT	—	—	—	—	—	+5000.00	Monthly contribution x2
2022-05-02	INTEREST	—	—	—	—	—	+1.58	—
2022-04-29	DIVIDEND	BX	166	1.32	—	—	+219.12	—
2022-04-13	DIVIDEND	FCX	450	0.15	—	—	+67.50	—
2022-04-01	INTEREST	—	—	—	—	—	+1.35	—
2022-03-14	DIVIDEND	NXPI	85	0.84	—	—	+71.83	—
2022-03-14	DIVIDEND	GILD	281	0.73	—	—	+205.13	—
2022-03-09	DIVIDEND	EBAY	305	0.22	—	—	+67.10	—
2022-03-08	DIVIDEND	HPQ	514	0.25	—	—	+128.50	—
2022-03-02	BUY	META	67	208.11	—	—	-13943.37	Tactical mega-cap swing buy: META -34.5% below midpoint, range 0.05.
2022-03-02	BUY	NOC	12	453.39	—	—	-5440.68	Core PEG-quality buy: NOC PEG 0.07, growth 128.8%.
2022-03-02	BUY	EBAY	8	55.09	—	—	-440.72	Core PEG-quality buy: EBAY PEG 0.02, growth 160.3%.
2022-03-02	BUY	NXPI	4	188.35	—	—	-753.40	Core PEG-quality buy: NXPI PEG 0.01, growth 3672.2%.
2022-03-02	BUY	GILD	4	61.24	—	—	-244.96	Core PEG-quality buy: GILD PEG 0.00, growth 4830.0%.
2022-03-02	SELL	C	257	59.56	2022-01-31	SHORT	+15306.92	Exit C: no longer in the core long-term set as of 2022-03-02.
2022-03-02	DEPOSIT	—	—	—	—	—	+5000.00	Monthly contribution x2
2022-03-01	INTEREST	—	—	—	—	—	+1.18	—
2022-03-01	DIVIDEND	GS	50	2	—	—	+100.00	—
2022-02-18	DIVIDEND	UPS	82	1.52	—	—	+124.64	—
2022-02-04	DIVIDEND	C	257	0.51	—	—	+131.07	—
2022-02-04	DIVIDEND	BX	166	1.45	—	—	+240.70	—
2022-02-03	DIVIDEND	WFC	379	0.25	—	—	+94.75	—
2022-02-01	INTEREST	—	—	—	—	—	+38.34	—
2022-01-31	BUY	NFLX	980	42.71	—	—	-41859.72	Tactical mega-cap swing buy: NFLX -27.5% below midpoint, range 0.20.
2022-01-31	BUY	C	257	65.12	—	—	-16735.84	Core PEG-quality buy: C PEG 0.05, growth 114.8%.
2022-01-31	BUY	GS	3	354.68	—	—	-1064.04	Core PEG-quality buy: GS PEG 0.05, growth 140.3%.
2022-01-31	BUY	EBAY	23	60.07	—	—	-1381.61	Core PEG-quality buy: EBAY PEG 0.02, growth 160.3%.
2022-01-31	BUY	FCX	450	37.22	—	—	-16749.00	Core PEG-quality buy: FCX PEG 0.02, growth 607.3%.
2022-01-31	BUY	UPS	82	202.21	—	—	-16581.22	Core PEG-quality buy: UPS PEG 0.02, growth 853.2%.
2022-01-31	BUY	NXPI	81	205.44	—	—	-16640.64	Core PEG-quality buy: NXPI PEG 0.01, growth 3672.2%.
2022-01-31	SELL	REGN	28	608.59	2021-12-30	SHORT	+17040.52	Exit REGN: no longer in the core long-term set as of 2022-01-31.
2022-01-31	SELL	PFE	313	52.69	2021-12-30	SHORT	+16491.97	Exit PFE: no longer in the core long-term set as of 2022-01-31.
2022-01-31	SELL	CB	100	197.28	2021-07-01	SHORT	+19728.00	Exit CB: no longer in the core long-term set as of 2022-01-31.
2022-01-31	SELL	GM	12	52.73	2021-10-29	SHORT	+632.76	Exit GM: no longer in the core long-term set as of 2022-01-31.
2022-01-31	SELL	GM	25	52.73	2021-09-30	SHORT	+1318.25	Exit GM: no longer in the core long-term set as of 2022-01-31.
2022-01-31	SELL	GM	19	52.73	2021-08-02	SHORT	+1001.87	Exit GM: no longer in the core long-term set as of 2022-01-31.
2022-01-31	SELL	GM	274	52.73	2021-07-01	SHORT	+14448.02	Exit GM: no longer in the core long-term set as of 2022-01-31.
2022-01-31	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2022-01-27	DIVIDEND	PFE	313	0.4	—	—	+125.20	—
2022-01-03	INTEREST	—	—	—	—	—	+4.38	—
2021-12-30	BUY	REGN	28	642.51	—	—	-17990.28	Core PEG-quality buy: REGN PEG 0.08, growth 128.4%.
2021-12-30	BUY	PFE	313	58.4	—	—	-18279.20	Core PEG-quality buy: PFE PEG 0.08, growth 148.9%.
2021-12-30	BUY	EBAY	6	66.78	—	—	-400.68	Core PEG-quality buy: EBAY PEG 0.02, growth 155.8%.
2021-12-30	SELL	AMD	149	145.15	2021-10-29	SHORT	+21627.35	Exit AMD: tactical swing target hit.
2021-12-30	SELL	C	24	60.43	2021-11-30	SHORT	+1450.32	Exit C: no longer in the core long-term set as of 2021-12-30.
2021-12-30	SELL	C	21	60.43	2021-10-29	SHORT	+1269.03	Exit C: no longer in the core long-term set as of 2021-12-30.
2021-12-30	SELL	C	239	60.43	2021-09-30	SHORT	+14442.77	Exit C: no longer in the core long-term set as of 2021-12-30.
2021-12-30	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2021-12-16	DIVIDEND	CB	100	0.8	—	—	+80.00	—
2021-12-14	DIVIDEND	GILD	277	0.71	—	—	+196.67	—
2021-12-07	DIVIDEND	HPQ	514	0.25	—	—	+128.50	—
2021-12-01	INTEREST	—	—	—	—	—	+0.30	—
2021-12-01	DIVIDEND	GS	47	2	—	—	+94.00	—
2021-11-30	BUY	C	24	63.7	—	—	-1528.80	Core PEG-quality buy: C PEG 0.06, growth 112.9%.
2021-11-30	BUY	HPQ	514	35.28	—	—	-18133.92	Core PEG-quality buy: HPQ PEG 0.03, growth 170.7%.
2021-11-30	BUY	EBAY	25	67.46	—	—	-1686.50	Core PEG-quality buy: EBAY PEG 0.02, growth 155.8%.
2021-11-30	BUY	GS	3	380.99	—	—	-1142.97	Core PEG-quality buy: GS PEG 0.02, growth 249.9%.
2021-11-30	BUY	WFC	14	47.78	—	—	-668.92	Core PEG-quality buy: WFC PEG 0.01, growth 1062.2%.
2021-11-30	SELL	JPM	3	158.83	2021-10-29	SHORT	+476.49	Exit JPM: no longer in the core long-term set as of 2021-11-30.
2021-11-30	SELL	JPM	102	158.83	2021-09-30	SHORT	+16200.66	Exit JPM: no longer in the core long-term set as of 2021-11-30.
2021-11-30	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2021-11-30	DIVIDEND	EBAY	243	0.18	—	—	+43.74	—
2021-11-04	DIVIDEND	WFC	365	0.2	—	—	+73.00	—
2021-11-01	INTEREST	—	—	—	—	—	+0.33	—
2021-10-29	BUY	AMD	149	120.23	—	—	-17914.27	Core PEG-quality buy: AMD PEG 0.09, growth 339.2%.
2021-10-29	BUY	JPM	3	169.89	—	—	-509.67	Core PEG-quality buy: JPM PEG 0.10, growth 106.8%.
2021-10-29	BUY	C	21	69.16	—	—	-1452.36	Core PEG-quality buy: C PEG 0.06, growth 112.9%.
2021-10-29	BUY	GILD	37	64.88	—	—	-2400.56	Core PEG-quality buy: GILD PEG 0.02, growth 500.0%.
2021-10-29	BUY	GM	12	54.43	—	—	-653.16	Core PEG-quality buy: GM PEG 0.03, growth 237.4%.
2021-10-29	SELL	EL	56	324.33	2021-09-30	SHORT	+18162.48	Exit EL: no longer in the core long-term set as of 2021-10-29.
2021-10-29	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2021-10-29	DIVIDEND	C	239	0.51	—	—	+121.89	—
2021-10-29	DIVIDEND	BX	166	1.09	—	—	+180.94	—
2021-10-05	DIVIDEND	JPM	102	1	—	—	+102.00	—
2021-10-01	INTEREST	—	—	—	—	—	+0.31	—
2021-09-30	BUY	EL	56	299.93	—	—	-16796.08	Core PEG-quality buy: EL PEG 0.09, growth 394.0%.
2021-09-30	BUY	JPM	102	163.69	—	—	-16696.38	Core PEG-quality buy: JPM PEG 0.10, growth 106.8%.
2021-09-30	BUY	C	239	70.18	—	—	-16773.02	Core PEG-quality buy: C PEG 0.06, growth 112.9%.
2021-09-30	BUY	GILD	240	69.85	—	—	-16764.00	Core PEG-quality buy: GILD PEG 0.02, growth 500.0%.
2021-09-30	BUY	GM	25	52.71	—	—	-1317.75	Core PEG-quality buy: GM PEG 0.03, growth 237.4%.
2021-09-30	SELL	D	221	73.02	2021-08-02	SHORT	+16137.42	Exit D: no longer in the core long-term set as of 2021-09-30.
2021-09-30	SELL	QCOM	115	128.98	2021-07-01	SHORT	+14832.70	Exit QCOM: no longer in the core long-term set as of 2021-09-30.
2021-09-30	SELL	AMD	173	102.9	2021-07-01	SHORT	+17801.70	Exit AMD: tactical swing target hit.
2021-09-30	SELL	EOG	45	80.27	2021-08-02	SHORT	+3612.15	Exit EOG: no longer in the core long-term set as of 2021-09-30.
2021-09-30	SELL	EOG	188	80.27	2021-07-01	SHORT	+15090.76	Exit EOG: no longer in the core long-term set as of 2021-09-30.
2021-09-30	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2021-09-16	DIVIDEND	CB	100	0.8	—	—	+80.00	—
2021-09-02	DIVIDEND	D	221	0.63	—	—	+139.23	—
2021-09-01	INTEREST	—	—	—	—	—	+0.30	—
2021-09-01	DIVIDEND	QCOM	115	0.68	—	—	+78.20	—
2021-08-31	DIVIDEND	EBAY	243	0.18	—	—	+43.74	—
2021-08-31	DIVIDEND	GS	44	2	—	—	+88.00	—
2021-08-05	DIVIDEND	WFC	365	0.2	—	—	+73.00	—
2021-08-02	BUY	D	221	75.35	—	—	-16652.35	Core PEG-quality buy: D PEG 0.06, growth 400.0%.
2021-08-02	BUY	EOG	45	71.62	—	—	-3222.90	Core PEG-quality buy: EOG PEG 0.06, growth 436.7%.
2021-08-02	BUY	EBAY	11	68.63	—	—	-754.93	Core PEG-quality buy: EBAY PEG 0.02, growth 186.0%.
2021-08-02	BUY	GS	1	378.19	—	—	-378.19	Core PEG-quality buy: GS PEG 0.02, growth 316.1%.
2021-08-02	BUY	WFC	9	45.79	—	—	-412.11	Core PEG-quality buy: WFC PEG 0.02, growth 549.2%.
2021-08-02	BUY	GM	19	57.03	—	—	-1083.57	Core PEG-quality buy: GM PEG 0.01, growth 731.7%.
2021-08-02	SELL	JPM	103	151.17	2021-07-01	SHORT	+15570.51	Exit JPM: no longer in the core long-term set as of 2021-08-02.
2021-08-02	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution x1
2021-08-02	INTEREST	—	—	—	—	—	+0.36	—
2021-07-30	DIVIDEND	BX	166	0.7	—	—	+116.20	—
2021-07-15	DIVIDEND	EOG	188	1.41	—	—	+265.64	—
2021-07-02	DIVIDEND	JPM	103	0.9	—	—	+92.70	—
2021-07-01	BUY	JPM	103	157.08	—	—	-16179.24	Core PEG-quality buy: JPM PEG 0.10, growth 102.4%.
2021-07-01	BUY	QCOM	115	140.8	—	—	-16192.00	Core PEG-quality buy: QCOM PEG 0.08, growth 237.1%.
2021-07-01	BUY	AMD	173	93.31	—	—	-16142.63	Core PEG-quality buy: AMD PEG 0.08, growth 432.1%.
2021-07-01	BUY	EOG	188	85.99	—	—	-16166.12	Core PEG-quality buy: EOG PEG 0.06, growth 436.7%.
2021-07-01	BUY	CB	100	161.82	—	—	-16182.00	Core PEG-quality buy: CB PEG 0.03, growth 278.7%.
2021-07-01	BUY	BX	166	97.11	—	—	-16120.26	Core PEG-quality buy: BX PEG 0.03, growth 495.5%.
2021-07-01	BUY	EBAY	232	69.8	—	—	-16193.60	Core PEG-quality buy: EBAY PEG 0.02, growth 186.0%.
2021-07-01	BUY	WFC	356	45.41	—	—	-16165.96	Core PEG-quality buy: WFC PEG 0.02, growth 549.2%.
2021-07-01	BUY	GS	43	374.99	—	—	-16124.57	Core PEG-quality buy: GS PEG 0.02, growth 316.1%.
2021-07-01	BUY	GM	274	59.11	—	—	-16196.14	Core PEG-quality buy: GM PEG 0.01, growth 731.7%.
2021-07-01	DEPOSIT	—	—	—	—	—	+2500.00	Monthly contribution (first month)
2021-07-01	DEPOSIT	—	—	—	—	—	+200000.00	Initial capital

storage/stock-reports/209/values.log

Snapshots

1,251

First value

202,800.13

Latest value

1,716,500.32

Net change

1,513,700.19

Total Value 1,716,500.32

+1,513,700.19 (+746.40%) 2021-07-02 -> 2026-06-26