All Reports / Report #211

Simulation Report

Core PEG + Mega-Cap Tactical Swing

The simulation finished up 93.45% versus contributed principal.
Created at 2026-07-14 21:50:04 / v2 / Updated by Colin ZHao

Simulation Report

Core PEG + Mega-Cap Tactical Swing

The simulation finished up 93.45% versus contributed principal.

Created at 2026-07-14 21:50:04 / 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
2011-07-05 -> 2016-07-06
Starting value
202,025.06
Principal contributed
350,000.00
Ending cash
1,364.50

Strategy Rules

Core PEG + Mega-Cap Tactical Swing coresat-2011-core10-rb1

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

Result

Ending value
677,071.14Portfolio value at the final available date
Total gain/loss
+327,071.14+93.45%
Avg yearly gain
+17.34%Money-weighted annualized return using the recorded deposit schedule
S&P 500 (EW) yearly gain
+12.54%S&P 500 (EW) ending value: 567,140.30
Max drawdown
-20.85%11 open positions at the end of the run

Run Facts

Largest position
19.37%
Cash position
1,364.50 (0.20%)
Unique stocks traded
78

Tax Profile

Unrealized gain exposure
-54,221.71
Long-term tax
11,182.01
Short-term tax
71,966.91
Dividend tax
5,887.43
Total estimated tax
89,040.33

Strategy Check

  • The strategy followed the trading-universe rule: 78 user-selected stocks were traded, with 378 buys and 338 sells.
  • The strategy met the capital-growth goal in absolute terms, finishing with a 93.45% return on contributed principal.
  • The path was volatile: maximum drawdown reached -20.85%.

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
AAL 1,694 28.35 48,024.90 39.23 66,462.34 -18,437.44 -27.74% 7.11%
ABBV 936 63.37 59,314.32 59.89 56,057.04 +3,257.28 +5.81% 8.78%
C 1,340 41.06 55,020.40 48.91 65,540.39 -10,519.99 -16.05% 8.14%
CCI 644 101.92 65,636.48 81.78 52,668.76 +12,967.72 +24.62% 9.71%
DAL 1,326 35.58 47,179.08 47.77 63,347.81 -16,168.73 -25.52% 6.98%
F 4,375 12.57 54,993.75 13.57 59,367.01 -4,373.26 -7.37% 8.14%
GM 1,881 28.40 53,420.40 32.13 60,428.51 -7,008.11 -11.60% 7.91%
NFLX 13,834 9.46 130,869.64 8.94 123,634.46 +7,235.18 +5.85% 19.37%
NXPI 675 76.05 51,333.75 78.29 52,846.53 -1,512.78 -2.86% 7.60%
TMUS 1,434 43.15 61,877.10 39.10 56,069.40 +5,807.70 +10.36% 9.16%
UAL 1,222 39.31 48,036.82 60.15 73,506.10 -25,469.28 -34.65% 7.11%

As of 2016-07-06

Show types
Date Action Symbol Qty Price Acquired Term Cash Note
2016-07-01 INTEREST — — — — — +0.04 —
2016-06-15 DIVIDEND CCI 644 0.89 — — +569.94 —
2016-06-08 DIVIDEND GM 1,881 0.38 — — +714.78 —
2016-06-06 BUY AAL 36 31.26 — — -1125.36 Core PEG-quality buy: AAL PEG 0.03, growth 138.2%.
2016-06-06 BUY DAL 17 41.28 — — -701.76 Core PEG-quality buy: DAL PEG 0.03, growth 324.3%.
2016-06-06 BUY GM 8 29.99 — — -239.92 Core PEG-quality buy: GM PEG 0.02, growth 206.5%.
2016-06-06 BUY UAL 17 44.53 — — -757.01 Core PEG-quality buy: UAL PEG 0.01, growth 222.0%.
2016-06-06 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2016-06-01 INTEREST — — — — — +0.60 —
2016-05-09 DIVIDEND DAL 1,309 0.14 — — +176.72 —
2016-05-05 BUY NFLX 13,834 8.94 — — -123634.46 Tactical mega-cap swing buy: NFLX -15.0% below midpoint, range 0.14.
2016-05-05 BUY AAL 216 32.81 — — -7086.96 Core PEG-quality buy: AAL PEG 0.03, growth 138.2%.
2016-05-05 BUY DAL 121 41.75 — — -5051.75 Core PEG-quality buy: DAL PEG 0.03, growth 324.3%.
2016-05-05 BUY UAL 188 44.99 — — -8458.12 Core PEG-quality buy: UAL PEG 0.01, growth 222.0%.
2016-05-05 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2016-05-02 INTEREST — — — — — +5.03 —
2016-05-02 DIVIDEND AAL 1,442 0.1 — — +144.20 —
2016-04-28 DIVIDEND C 1,340 0.05 — — +67.00 —
2016-04-27 DIVIDEND F 4,375 0.15 — — +656.25 —
2016-04-13 DIVIDEND ABBV 936 0.57 — — +533.52 —
2016-04-06 BUY ABBV 936 59.89 — — -56057.04 Core PEG-quality buy: ABBV PEG 0.09, growth 197.3%.
2016-04-06 BUY C 177 41.86 — — -7409.22 Core PEG-quality buy: C PEG 0.08, growth 101.2%.
2016-04-06 BUY TMUS 1,434 39.1 — — -56069.40 Core PEG-quality buy: TMUS PEG 0.10, growth 267.5%.
2016-04-06 BUY CCI 14 86.99 — — -1217.86 Core PEG-quality buy: CCI PEG 0.07, growth 277.5%.
2016-04-06 BUY NXPI 197 83.02 — — -16354.94 Core PEG-quality buy: NXPI PEG 0.05, growth 321.9%.
2016-04-06 BUY AAL 111 38.9 — — -4317.90 Core PEG-quality buy: AAL PEG 0.03, growth 138.2%.
2016-04-06 BUY GM 187 29.94 — — -5598.78 Core PEG-quality buy: GM PEG 0.02, growth 206.5%.
2016-04-06 BUY DAL 78 47.2 — — -3681.60 Core PEG-quality buy: DAL PEG 0.03, growth 324.3%.
2016-04-06 BUY UAL 21 55.14 — — -1157.94 Core PEG-quality buy: UAL PEG 0.01, growth 222.0%.
2016-04-06 BUY F 242 12.82 — — -3102.44 Core PEG-quality buy: F PEG 0.01, growth 500.0%.
2016-04-06 SELL TSLA 7,433 17.69 2016-02-04 SHORT +131524.71 Exit TSLA: tactical swing target hit.
2016-04-06 SELL EBAY 14 25.43 2016-03-07 SHORT +356.02 Exit EBAY: no longer in the core long-term set as of 2016-04-06.
2016-04-06 SELL EBAY 2,065 25.43 2016-01-05 SHORT +52512.95 Exit EBAY: no longer in the core long-term set as of 2016-04-06.
2016-04-06 SELL BAC 40 13.27 2016-03-07 SHORT +530.80 Exit BAC: no longer in the core long-term set as of 2016-04-06.
2016-04-06 SELL BAC 274 13.27 2016-02-04 SHORT +3635.98 Exit BAC: no longer in the core long-term set as of 2016-04-06.
2016-04-06 SELL BAC 94 13.27 2016-01-05 SHORT +1247.38 Exit BAC: no longer in the core long-term set as of 2016-04-06.
2016-04-06 SELL BAC 3,189 13.27 2015-10-05 SHORT +42318.03 Exit BAC: no longer in the core long-term set as of 2016-04-06.
2016-04-06 SELL AMD 21,272 2.8 2014-10-03 LONG +59561.60 Exit AMD: rescue tactical hold recovered/timed out.
2016-04-06 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2016-04-01 INTEREST — — — — — +0.04 —
2016-03-16 DIVIDEND CCI 630 0.89 — — +557.55 —
2016-03-09 DIVIDEND GM 1,686 0.38 — — +640.68 —
2016-03-07 BUY NXPI 23 76.98 — — -1770.54 Core PEG-quality buy: NXPI PEG 0.08, growth 181.1%.
2016-03-07 BUY C 10 42.61 — — -426.10 Core PEG-quality buy: C PEG 0.07, growth 145.5%.
2016-03-07 BUY BAC 40 13.53 — — -541.20 Core PEG-quality buy: BAC PEG 0.06, growth 211.9%.
2016-03-07 BUY EBAY 14 24.26 — — -339.64 Core PEG-quality buy: EBAY PEG 0.01, growth 1928.6%.
2016-03-07 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2016-03-02 DIVIDEND BAC 3,557 0.05 — — +177.85 —
2016-03-01 INTEREST — — — — — +0.31 —
2016-02-12 DIVIDEND DAL 1,110 0.14 — — +149.85 —
2016-02-08 DIVIDEND AAL 1,331 0.1 — — +133.10 —
2016-02-04 BUY TSLA 7,433 11.69 — — -86882.11 Tactical mega-cap swing buy: TSLA -22.8% below midpoint, range 0.02.
2016-02-04 BUY NXPI 455 76.31 — — -34721.05 Core PEG-quality buy: NXPI PEG 0.08, growth 181.1%.
2016-02-04 BUY C 93 40.79 — — -3793.47 Core PEG-quality buy: C PEG 0.07, growth 145.5%.
2016-02-04 BUY BAC 274 13.25 — — -3630.50 Core PEG-quality buy: BAC PEG 0.06, growth 211.9%.
2016-02-04 BUY GM 23 28.64 — — -658.72 Core PEG-quality buy: GM PEG 0.02, growth 258.2%.
2016-02-04 BUY F 201 11.53 — — -2317.53 Core PEG-quality buy: F PEG 0.02, growth 493.5%.
2016-02-04 BUY UAL 17 48.41 — — -822.97 Core PEG-quality buy: UAL PEG 0.01, growth 564.5%.
2016-02-04 SELL AVGO 254 13.61 2015-11-03 SHORT +3457.45 Exit AVGO: tactical swing target hit.
2016-02-04 SELL AVGO 4,155 13.61 2015-08-05 SHORT +56557.86 Exit AVGO: tactical swing target hit.
2016-02-04 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2016-02-01 INTEREST — — — — — +2.65 —
2016-01-28 DIVIDEND C 1,060 0.05 — — +53.00 —
2016-01-27 DIVIDEND F 3,932 0.4 — — +1572.80 —
2016-01-05 BUY C 1,060 50.86 — — -53911.60 Core PEG-quality buy: C PEG 0.07, growth 145.5%.
2016-01-05 BUY BAC 94 16.43 — — -1544.42 Core PEG-quality buy: BAC PEG 0.06, growth 211.9%.
2016-01-05 BUY GM 1,663 32.43 — — -53931.09 Core PEG-quality buy: GM PEG 0.02, growth 258.2%.
2016-01-05 BUY AAL 1,331 40.52 — — -53932.12 Core PEG-quality buy: AAL PEG 0.02, growth 181.7%.
2016-01-05 BUY F 3,932 13.72 — — -53947.04 Core PEG-quality buy: F PEG 0.02, growth 493.5%.
2016-01-05 BUY DAL 1,110 48.57 — — -53912.70 Core PEG-quality buy: DAL PEG 0.01, growth 650.7%.
2016-01-05 BUY EBAY 2,065 26.12 — — -53937.80 Core PEG-quality buy: EBAY PEG 0.01, growth 1928.6%.
2016-01-05 BUY UAL 41 55.06 — — -2257.46 Core PEG-quality buy: UAL PEG 0.01, growth 564.5%.
2016-01-05 SELL VLO 755 71.16 2015-12-03 SHORT +53725.80 Exit VLO: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL ABT 1,208 42.92 2015-10-05 SHORT +51847.36 Exit ABT: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL TMUS 136 40.22 2015-12-03 SHORT +5469.92 Exit TMUS: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL TMUS 172 40.22 2015-11-03 SHORT +6917.84 Exit TMUS: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL TMUS 1,221 40.22 2015-10-05 SHORT +49108.62 Exit TMUS: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL MPC 27 50.6 2015-09-03 SHORT +1366.20 Exit MPC: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL MPC 31 50.6 2015-08-05 SHORT +1568.60 Exit MPC: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL MPC 14 50.6 2015-06-05 SHORT +708.40 Exit MPC: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL MPC 41 50.6 2015-05-06 SHORT +2074.60 Exit MPC: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL MPC 917 50.6 2015-04-07 SHORT +46400.20 Exit MPC: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL PLD 63 42.78 2015-07-07 SHORT +2695.14 Exit PLD: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL PLD 5 42.78 2015-06-05 SHORT +213.90 Exit PLD: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL PLD 183 42.78 2015-05-06 SHORT +7828.74 Exit PLD: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL PLD 1,039 42.78 2015-04-07 SHORT +44448.42 Exit PLD: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL GILD 17 99.26 2015-12-03 SHORT +1687.42 Exit GILD: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL GILD 10 99.26 2015-10-05 SHORT +992.60 Exit GILD: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL GILD 9 99.26 2015-04-07 SHORT +893.34 Exit GILD: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL GILD 22 99.26 2015-02-04 SHORT +2183.72 Exit GILD: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL GILD 64 99.26 2015-01-05 SHORT +6352.64 Exit GILD: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL GILD 53 99.26 2014-12-03 LONG +5260.78 Exit GILD: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL GILD 75 99.26 2014-11-03 LONG +7444.50 Exit GILD: no longer in the core long-term set as of 2016-01-05.
2016-01-05 SELL GILD 271 99.26 2014-10-03 LONG +26899.46 Exit GILD: no longer in the core long-term set as of 2016-01-05.
2016-01-05 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2016-01-04 INTEREST — — — — — +0.93 —
2015-12-16 DIVIDEND AVGO 4,409 0.04 — — +194.00 —
2015-12-16 DIVIDEND CCI 630 0.89 — — +557.55 —
2015-12-14 DIVIDEND GILD 521 0.43 — — +224.03 —
2015-12-11 DIVIDEND PLD 1,290 0.4 — — +516.00 —
2015-12-03 BUY VLO 755 69.99 — — -52842.45 Core PEG-quality buy: VLO PEG 0.18, growth 35.9%.
2015-12-03 BUY GILD 17 101.38 — — -1723.46 Core PEG-quality buy: GILD PEG 0.10, growth 92.7%.
2015-12-03 BUY TMUS 136 34.56 — — -4700.16 Core PEG-quality buy: TMUS PEG 0.11, growth 577.8%.
2015-12-03 SELL EXPE 394 122.27 2015-11-03 SHORT +48174.38 Exit EXPE: no longer in the core long-term set as of 2015-12-03.
2015-12-03 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2015-12-02 DIVIDEND BAC 3,189 0.05 — — +159.45 —
2015-12-01 INTEREST — — — — — +0.59 —
2015-11-17 DIVIDEND EXPE 394 0.24 — — +94.56 —
2015-11-16 DIVIDEND MPC 1,030 0.32 — — +329.60 —
2015-11-03 BUY EXPE 394 136.39 — — -53737.66 Core PEG-quality buy: EXPE PEG 0.19, growth 97.2%.
2015-11-03 BUY TMUS 172 38.66 — — -6649.52 Core PEG-quality buy: TMUS PEG 0.11, growth 577.8%.
2015-11-03 BUY AVGO 254 12.21 — — -3102.36 Core PEG-quality buy: AVGO PEG 0.06, growth 390.0%.
2015-11-03 SELL VLO 774 69.6 2015-10-05 SHORT +53870.40 Exit VLO: no longer in the core long-term set as of 2015-11-03.
2015-11-03 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2015-11-02 INTEREST — — — — — +0.68 —
2015-10-13 DIVIDEND ABT 1,208 0.24 — — +289.92 —
2015-10-05 BUY VLO 774 64.58 — — -49984.92 Core PEG-quality buy: VLO PEG 0.18, growth 35.9%.
2015-10-05 BUY ABT 1,208 41.39 — — -49999.12 Core PEG-quality buy: ABT PEG 0.10, growth 136.2%.
2015-10-05 BUY GILD 10 99.26 — — -992.60 Core PEG-quality buy: GILD PEG 0.10, growth 92.7%.
2015-10-05 BUY TMUS 1,221 40.96 — — -50012.16 Core PEG-quality buy: TMUS PEG 0.11, growth 577.8%.
2015-10-05 BUY BAC 3,189 15.69 — — -50035.41 Core PEG-quality buy: BAC PEG 0.04, growth 263.2%.
2015-10-05 BUY UAL 19 53.33 — — -1013.27 Core PEG-quality buy: UAL PEG 0.01, growth 426.8%.
2015-10-05 SELL GM 1,662 31.76 2015-09-03 SHORT +52785.12 Exit GM: no longer in the core long-term set as of 2015-10-05.
2015-10-05 SELL EXPE 466 123.95 2015-07-07 SHORT +57760.70 Exit EXPE: no longer in the core long-term set as of 2015-10-05.
2015-10-05 SELL WY 51 27.97 2015-09-03 SHORT +1426.47 Exit WY: no longer in the core long-term set as of 2015-10-05.
2015-10-05 SELL WY 123 27.97 2015-08-05 SHORT +3440.31 Exit WY: no longer in the core long-term set as of 2015-10-05.
2015-10-05 SELL WY 7 27.97 2015-06-05 SHORT +195.79 Exit WY: no longer in the core long-term set as of 2015-10-05.
2015-10-05 SELL WY 1,553 27.97 2015-05-06 SHORT +43437.41 Exit WY: no longer in the core long-term set as of 2015-10-05.
2015-10-05 SELL SBUX 65 59.04 2015-01-05 SHORT +3837.60 Exit SBUX: no longer in the core long-term set as of 2015-10-05.
2015-10-05 SELL SBUX 72 59.04 2014-12-03 SHORT +4250.88 Exit SBUX: no longer in the core long-term set as of 2015-10-05.
2015-10-05 SELL SBUX 231 59.04 2014-11-03 SHORT +13638.24 Exit SBUX: no longer in the core long-term set as of 2015-10-05.
2015-10-05 SELL SBUX 762 59.04 2014-10-03 LONG +44988.48 Exit SBUX: no longer in the core long-term set as of 2015-10-05.
2015-10-05 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2015-10-01 INTEREST — — — — — +0.44 —
2015-09-16 DIVIDEND AVGO 4,155 0.04 — — +174.51 —
2015-09-16 DIVIDEND CCI 630 0.82 — — +516.60 —
2015-09-16 DIVIDEND PLD 1,290 0.4 — — +516.00 —
2015-09-14 DIVIDEND GILD 494 0.43 — — +212.42 —
2015-09-10 DIVIDEND GM 1,662 0.36 — — +598.32 —
2015-09-09 DIVIDEND WY 1,734 0.31 — — +537.54 —
2015-09-03 BUY MPC 27 46.98 — — -1268.46 Core PEG-quality buy: MPC PEG 0.11, growth 81.8%.
2015-09-03 BUY GM 1,662 29.11 — — -48380.82 Core PEG-quality buy: GM PEG 0.10, growth 122.1%.
2015-09-03 BUY WY 51 27.9 — — -1422.90 Core PEG-quality buy: WY PEG 0.07, growth 152.7%.
2015-09-03 SELL VLO 27 59.4 2015-08-05 SHORT +1603.80 Exit VLO: no longer in the core long-term set as of 2015-09-03.
2015-09-03 SELL VLO 772 59.4 2015-07-07 SHORT +45856.80 Exit VLO: no longer in the core long-term set as of 2015-09-03.
2015-09-03 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2015-09-01 INTEREST — — — — — +0.42 —
2015-08-25 DIVIDEND EXPE 466 0.24 — — +111.84 —
2015-08-17 DIVIDEND MPC 1,003 0.32 — — +320.96 —
2015-08-05 BUY VLO 27 64.82 — — -1750.14 Core PEG-quality buy: VLO PEG 0.13, growth 56.6%.
2015-08-05 BUY MPC 31 51.68 — — -1602.08 Core PEG-quality buy: MPC PEG 0.11, growth 81.8%.
2015-08-05 BUY AVGO 4,155 12.47 — — -51833.63 Core PEG-quality buy: AVGO PEG 0.15, growth 216.7%.
2015-08-05 BUY WY 123 30.79 — — -3787.17 Core PEG-quality buy: WY PEG 0.07, growth 152.7%.
2015-08-05 BUY CCI 19 82.25 — — -1562.75 Core PEG-quality buy: CCI PEG 0.02, growth 1105.4%.
2015-08-05 SELL DRI 846 66.96 2015-06-05 SHORT +56649.94 Exit DRI: no longer in the core long-term set as of 2015-08-05.
2015-08-05 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2015-08-04 DIVIDEND SBUX 1,130 0.16 — — +180.80 —
2015-08-03 INTEREST — — — — — +0.49 —
2015-07-31 DIVIDEND VLO 772 0.4 — — +308.80 —
2015-07-08 DIVIDEND DRI 846 0.49 — — +415.93 —
2015-07-07 BUY VLO 772 64.65 — — -49909.80 Core PEG-quality buy: VLO PEG 0.13, growth 56.6%.
2015-07-07 BUY EXPE 466 107.06 — — -49889.96 Core PEG-quality buy: EXPE PEG 0.12, growth 147.0%.
2015-07-07 BUY PLD 63 38.7 — — -2438.10 Core PEG-quality buy: PLD PEG 0.02, growth 861.9%.
2015-07-07 BUY UAL 12 54.31 — — -651.72 Core PEG-quality buy: UAL PEG 0.03, growth 264.8%.
2015-07-07 BUY CCI 611 81.65 — — -49888.15 Core PEG-quality buy: CCI PEG 0.02, growth 1105.4%.
2015-07-07 SELL RCL 623 80 2015-06-05 SHORT +49840.00 Exit RCL: no longer in the core long-term set as of 2015-07-07.
2015-07-07 SELL BX 1,181 39.03 2015-05-06 SHORT +46092.66 Exit BX: no longer in the core long-term set as of 2015-07-07.
2015-07-07 SELL ABT 65 50.21 2015-05-06 SHORT +3263.65 Exit ABT: no longer in the core long-term set as of 2015-07-07.
2015-07-07 SELL ABT 975 50.21 2015-04-07 SHORT +48954.75 Exit ABT: no longer in the core long-term set as of 2015-07-07.
2015-07-07 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2015-07-01 INTEREST — — — — — +0.47 —
2015-06-12 DIVIDEND GILD 494 0.43 — — +212.42 —
2015-06-09 DIVIDEND PLD 1,227 0.36 — — +441.72 —
2015-06-05 BUY RCL 623 78.77 — — -49073.71 Core PEG-quality buy: RCL PEG 0.28, growth 83.8%.
2015-06-05 BUY MPC 14 50.46 — — -706.44 Core PEG-quality buy: MPC PEG 0.07, growth 121.0%.
2015-06-05 BUY DRI 846 57.96 — — -49034.58 Core PEG-quality buy: DRI PEG 0.07, growth 154.4%.
2015-06-05 BUY WY 7 31.46 — — -220.22 Core PEG-quality buy: WY PEG 0.05, growth 204.0%.
2015-06-05 BUY UAL 95 54.09 — — -5138.55 Core PEG-quality buy: UAL PEG 0.03, growth 423.0%.
2015-06-05 BUY PLD 5 39.98 — — -199.90 Core PEG-quality buy: PLD PEG 0.01, growth 2250.0%.
2015-06-05 SELL WDC 42 71.71 2015-05-06 SHORT +3011.74 Exit WDC: no longer in the core long-term set as of 2015-06-05.
2015-06-05 SELL WDC 633 71.71 2015-04-07 SHORT +45391.29 Exit WDC: no longer in the core long-term set as of 2015-06-05.
2015-06-05 SELL LUV 95 37.17 2015-05-06 SHORT +3531.15 Exit LUV: no longer in the core long-term set as of 2015-06-05.
2015-06-05 SELL LUV 1,089 37.17 2015-04-07 SHORT +40478.13 Exit LUV: no longer in the core long-term set as of 2015-06-05.
2015-06-05 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2015-06-03 DIVIDEND WY 1,553 0.29 — — +450.37 —
2015-06-01 INTEREST — — — — — +0.45 —
2015-06-01 DIVIDEND LUV 1,184 0.07 — — +88.80 —
2015-05-18 DIVIDEND MPC 958 0.25 — — +239.50 —
2015-05-06 BUY WDC 42 71.71 — — -3011.74 Core PEG-quality buy: WDC PEG 0.21, growth 51.0%.
2015-05-06 BUY BX 1,181 40.97 — — -48387.34 Core PEG-quality buy: BX PEG 0.26, growth 47.4%.
2015-05-06 BUY ABT 65 46.54 — — -3025.10 Core PEG-quality buy: ABT PEG 0.21, growth 81.6%.
2015-05-06 BUY LUV 95 40.88 — — -3883.60 Core PEG-quality buy: LUV PEG 0.28, growth 74.8%.
2015-05-06 BUY MPC 41 50.51 — — -2070.91 Core PEG-quality buy: MPC PEG 0.07, growth 121.0%.
2015-05-06 BUY WY 1,553 31.17 — — -48407.01 Core PEG-quality buy: WY PEG 0.05, growth 204.0%.
2015-05-06 BUY PLD 183 39.61 — — -7248.63 Core PEG-quality buy: PLD PEG 0.01, growth 2250.0%.
2015-05-06 SELL RCL 558 66.9 2015-04-07 SHORT +37330.20 Exit RCL: no longer in the core long-term set as of 2015-05-06.
2015-05-06 SELL TSLA 6,244 15.36 2015-02-04 SHORT +95920.33 Exit TSLA: rescue tactical hold recovered/timed out.
2015-05-06 SELL AMAT 180 19.45 2015-04-07 SHORT +3501.00 Exit AMAT: no longer in the core long-term set as of 2015-05-06.
2015-05-06 SELL AMAT 26 19.45 2015-03-06 SHORT +505.70 Exit AMAT: no longer in the core long-term set as of 2015-05-06.
2015-05-06 SELL AMAT 156 19.45 2015-02-04 SHORT +3034.20 Exit AMAT: no longer in the core long-term set as of 2015-05-06.
2015-05-06 SELL AMAT 336 19.45 2015-01-05 SHORT +6535.20 Exit AMAT: no longer in the core long-term set as of 2015-05-06.
2015-05-06 SELL AMAT 349 19.45 2014-12-03 SHORT +6788.05 Exit AMAT: no longer in the core long-term set as of 2015-05-06.
2015-05-06 SELL AMAT 1,162 19.45 2014-11-03 SHORT +22600.90 Exit AMAT: no longer in the core long-term set as of 2015-05-06.
2015-05-06 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2015-05-05 DIVIDEND SBUX 1,130 0.16 — — +180.80 —
2015-05-01 INTEREST — — — — — +0.01 —
2015-04-13 DIVIDEND ABT 975 0.24 — — +234.00 —
2015-04-07 BUY WDC 633 71.13 — — -45027.70 Core PEG-quality buy: WDC PEG 0.21, growth 51.0%.
2015-04-07 BUY RCL 558 80.72 — — -45041.76 Core PEG-quality buy: RCL PEG 0.28, growth 83.8%.
2015-04-07 BUY ABT 975 46.19 — — -45035.25 Core PEG-quality buy: ABT PEG 0.21, growth 81.6%.
2015-04-07 BUY LUV 1,089 41.34 — — -45019.26 Core PEG-quality buy: LUV PEG 0.28, growth 74.8%.
2015-04-07 BUY AMAT 180 21.99 — — -3958.20 Core PEG-quality buy: AMAT PEG 0.17, growth 141.0%.
2015-04-07 BUY MPC 917 49.12 — — -45043.04 Core PEG-quality buy: MPC PEG 0.07, growth 121.0%.
2015-04-07 BUY GILD 9 98.69 — — -888.21 Core PEG-quality buy: GILD PEG 0.05, growth 224.0%.
2015-04-07 BUY UAL 106 59.57 — — -6314.42 Core PEG-quality buy: UAL PEG 0.03, growth 423.0%.
2015-04-07 BUY PLD 1,039 43.35 — — -45040.65 Core PEG-quality buy: PLD PEG 0.01, growth 2250.0%.
2015-04-07 SELL PSX 401 77.77 2015-03-06 SHORT +31185.77 Exit PSX: no longer in the core long-term set as of 2015-04-07.
2015-04-07 SELL CCI 95 85.67 2015-03-06 SHORT +8138.65 Exit CCI: no longer in the core long-term set as of 2015-04-07.
2015-04-07 SELL CCI 421 85.67 2015-02-04 SHORT +36067.07 Exit CCI: no longer in the core long-term set as of 2015-04-07.
2015-04-07 SELL CI 46 129.88 2015-03-06 SHORT +5974.48 Exit CI: no longer in the core long-term set as of 2015-04-07.
2015-04-07 SELL CI 330 129.88 2015-02-04 SHORT +42860.40 Exit CI: no longer in the core long-term set as of 2015-04-07.
2015-04-07 SELL VLO 26 58.59 2015-02-04 SHORT +1523.34 Exit VLO: no longer in the core long-term set as of 2015-04-07.
2015-04-07 SELL VLO 859 58.59 2015-01-05 SHORT +50328.81 Exit VLO: no longer in the core long-term set as of 2015-04-07.
2015-04-07 SELL TMUS 29 32.98 2015-02-04 SHORT +956.42 Exit TMUS: no longer in the core long-term set as of 2015-04-07.
2015-04-07 SELL TMUS 1,539 32.98 2015-01-05 SHORT +50756.22 Exit TMUS: no longer in the core long-term set as of 2015-04-07.
2015-04-07 SELL HAL 17 44.52 2015-03-06 SHORT +756.84 Exit HAL: no longer in the core long-term set as of 2015-04-07.
2015-04-07 SELL HAL 55 44.52 2015-02-04 SHORT +2448.60 Exit HAL: no longer in the core long-term set as of 2015-04-07.
2015-04-07 SELL HAL 1,071 44.52 2015-01-05 SHORT +47680.92 Exit HAL: no longer in the core long-term set as of 2015-04-07.
2015-04-07 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2015-04-01 INTEREST — — — — — +0.00 —
2015-03-18 DIVIDEND CCI 516 0.82 — — +423.12 —
2015-03-10 DIVIDEND CI 376 0.04 — — +15.04 —
2015-03-06 BUY PSX 401 75.36 — — -30219.36 Core PEG-quality buy: PSX PEG 0.22, growth 38.4%.
2015-03-06 BUY CCI 95 85.04 — — -8078.80 Core PEG-quality buy: CCI PEG 0.25, growth 300.0%.
2015-03-06 BUY UAL 42 66.67 — — -2800.14 Core PEG-quality buy: UAL PEG 0.25, growth 91.5%.
2015-03-06 BUY CI 46 120.57 — — -5546.22 Core PEG-quality buy: CI PEG 0.26, growth 51.2%.
2015-03-06 BUY AMAT 26 23.91 — — -621.66 Core PEG-quality buy: AMAT PEG 0.17, growth 141.0%.
2015-03-06 BUY HAL 17 42.38 — — -720.46 Core PEG-quality buy: HAL PEG 0.13, growth 74.2%.
2015-03-06 SELL MU 333 28.5 2015-02-04 SHORT +9490.50 Exit MU: no longer in the core long-term set as of 2015-03-06.
2015-03-06 SELL MU 1,227 28.5 2015-01-05 SHORT +34969.50 Exit MU: no longer in the core long-term set as of 2015-03-06.
2015-03-06 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2015-03-02 INTEREST — — — — — +0.01 —
2015-03-02 DIVIDEND HAL 1,126 0.18 — — +202.68 —
2015-02-13 DIVIDEND AMAT 2,003 0.1 — — +200.30 —
2015-02-09 DIVIDEND VLO 885 0.4 — — +354.00 —
2015-02-04 BUY TSLA 6,244 14.57 — — -90975.08 Tactical mega-cap swing buy: TSLA -8.0% below midpoint, range 0.28.
2015-02-04 BUY CCI 421 86.27 — — -36319.67 Core PEG-quality buy: CCI PEG 0.25, growth 300.0%.
2015-02-04 BUY CI 330 110.1 — — -36333.00 Core PEG-quality buy: CI PEG 0.26, growth 51.2%.
2015-02-04 BUY TMUS 29 30.75 — — -891.75 Core PEG-quality buy: TMUS PEG 0.18, growth 500.0%.
2015-02-04 BUY VLO 26 54.29 — — -1411.54 Core PEG-quality buy: VLO PEG 0.19, growth 37.8%.
2015-02-04 BUY UAL 38 71.7 — — -2724.60 Core PEG-quality buy: UAL PEG 0.25, growth 91.5%.
2015-02-04 BUY HAL 55 42.39 — — -2331.45 Core PEG-quality buy: HAL PEG 0.13, growth 74.2%.
2015-02-04 BUY AMAT 156 23.62 — — -3684.72 Core PEG-quality buy: AMAT PEG 0.17, growth 141.0%.
2015-02-04 BUY MU 333 29.03 — — -9666.99 Core PEG-quality buy: MU PEG 0.14, growth 81.2%.
2015-02-04 BUY GILD 22 98.43 — — -2165.46 Core PEG-quality buy: GILD PEG 0.04, growth 306.1%.
2015-02-04 SELL WDC 503 78.64 2015-01-05 SHORT +39555.67 Exit WDC: no longer in the core long-term set as of 2015-02-04.
2015-02-04 SELL WY 1,148 35.29 2015-01-05 SHORT +40512.92 Exit WY: no longer in the core long-term set as of 2015-02-04.
2015-02-04 SELL AMZN 5,689 18.24 2014-06-05 SHORT +103753.14 Exit AMZN: tactical swing target hit.
2015-02-04 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2015-02-03 DIVIDEND SBUX 1,130 0.16 — — +180.80 —
2015-02-02 INTEREST — — — — — +0.00 —
2015-01-05 BUY WDC 503 82.37 — — -41430.00 Core PEG-quality buy: WDC PEG 0.27, growth 47.5%.
2015-01-05 BUY VLO 859 48.27 — — -41463.93 Core PEG-quality buy: VLO PEG 0.19, growth 37.8%.
2015-01-05 BUY TMUS 1,539 26.93 — — -41445.27 Core PEG-quality buy: TMUS PEG 0.18, growth 500.0%.
2015-01-05 BUY UAL 626 66.15 — — -41409.90 Core PEG-quality buy: UAL PEG 0.25, growth 91.5%.
2015-01-05 BUY HAL 1,071 38.71 — — -41458.41 Core PEG-quality buy: HAL PEG 0.13, growth 74.2%.
2015-01-05 BUY MU 1,227 33.78 — — -41448.06 Core PEG-quality buy: MU PEG 0.14, growth 81.2%.
2015-01-05 BUY AMAT 336 24.16 — — -8117.76 Core PEG-quality buy: AMAT PEG 0.08, growth 314.3%.
2015-01-05 BUY WY 1,148 36.11 — — -41454.28 Core PEG-quality buy: WY PEG 0.05, growth 234.7%.
2015-01-05 BUY GILD 64 96.79 — — -6194.56 Core PEG-quality buy: GILD PEG 0.04, growth 306.1%.
2015-01-05 BUY SBUX 65 39.94 — — -2596.10 Core PEG-quality buy: SBUX PEG 0.01, growth 1962.5%.
2015-01-05 SELL BX 703 33 2014-12-03 SHORT +23201.04 Exit BX: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL RCL 105 81.71 2014-12-03 SHORT +8579.55 Exit RCL: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL RCL 377 81.71 2014-11-03 SHORT +30804.67 Exit RCL: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL F 97 14.76 2014-12-03 SHORT +1431.72 Exit F: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL F 683 14.76 2014-11-03 SHORT +10081.08 Exit F: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL F 1,982 14.76 2014-10-03 SHORT +29254.32 Exit F: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL AIG 11 55 2014-10-03 SHORT +605.00 Exit AIG: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL AIG 13 55 2014-09-04 SHORT +715.00 Exit AIG: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL AIG 35 55 2014-08-05 SHORT +1925.00 Exit AIG: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL AIG 4 55 2014-07-07 SHORT +220.00 Exit AIG: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL AIG 12 55 2014-06-05 SHORT +660.00 Exit AIG: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL AIG 27 55 2014-04-04 SHORT +1485.00 Exit AIG: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL AIG 9 55 2014-03-06 SHORT +495.00 Exit AIG: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL AIG 38 55 2014-02-04 SHORT +2090.00 Exit AIG: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL AIG 679 55 2014-01-03 LONG +37345.00 Exit AIG: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL VZ 16 46.57 2014-12-03 SHORT +745.12 Exit VZ: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL VZ 51 46.57 2014-09-04 SHORT +2375.07 Exit VZ: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL VZ 6 46.57 2014-07-07 SHORT +279.42 Exit VZ: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL VZ 51 46.57 2014-06-05 SHORT +2375.07 Exit VZ: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL VZ 4 46.57 2014-05-06 SHORT +186.28 Exit VZ: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL VZ 16 46.57 2014-04-04 SHORT +745.12 Exit VZ: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL VZ 46 46.57 2014-03-06 SHORT +2142.22 Exit VZ: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL VZ 16 46.57 2014-02-04 SHORT +745.12 Exit VZ: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL VZ 715 46.57 2014-01-03 LONG +33297.55 Exit VZ: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL T 38 25.34 2014-12-03 SHORT +962.92 Exit T: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL T 126 25.34 2014-09-04 SHORT +3192.83 Exit T: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL T 74 25.34 2014-06-05 SHORT +1875.15 Exit T: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL T 113 25.34 2014-03-06 SHORT +2863.41 Exit T: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL T 75 25.34 2014-02-04 SHORT +1900.49 Exit T: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL T 114 25.34 2014-01-03 LONG +2888.75 Exit T: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL T 45 25.34 2013-12-03 LONG +1140.30 Exit T: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL T 1,158 25.34 2013-10-03 LONG +29343.60 Exit T: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL DAL 72 48.36 2013-09-04 LONG +3481.92 Exit DAL: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL DAL 58 48.36 2013-08-05 LONG +2804.88 Exit DAL: no longer in the core long-term set as of 2015-01-05.
2015-01-05 SELL DAL 1,286 48.36 2013-07-05 LONG +62190.96 Exit DAL: no longer in the core long-term set as of 2015-01-05.
2015-01-05 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2015-01-02 INTEREST — — — — — +0.00 —
2014-12-18 DIVIDEND RCL 482 0.3 — — +144.60 —
2014-12-03 BUY BX 703 32.53 — — -22869.93 Core PEG-quality buy: BX PEG 0.08, growth 140.4%.
2014-12-03 BUY GILD 53 100.88 — — -5346.64 Core PEG-quality buy: GILD PEG 0.09, growth 208.7%.
2014-12-03 BUY T 38 25.68 — — -975.83 Core PEG-quality buy: T PEG 0.06, growth 126.0%.
2014-12-03 BUY F 97 16.01 — — -1552.97 Core PEG-quality buy: F PEG 0.06, growth 92.9%.
2014-12-03 BUY AMAT 349 24.59 — — -8581.91 Core PEG-quality buy: AMAT PEG 0.08, growth 314.3%.
2014-12-03 BUY VZ 16 48.79 — — -780.64 Core PEG-quality buy: VZ PEG 0.02, growth 532.9%.
2014-12-03 BUY RCL 105 77.82 — — -8171.10 Core PEG-quality buy: RCL PEG 0.03, growth 825.0%.
2014-12-03 BUY SBUX 72 40.23 — — -2896.92 Core PEG-quality buy: SBUX PEG 0.00, growth 13400.0%.
2014-12-03 SELL MU 1,341 36.1 2014-09-04 SHORT +48410.10 Exit MU: no longer in the core long-term set as of 2014-12-03.
2014-12-03 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2014-12-02 DIVIDEND AIG 828 0.13 — — +103.50 —
2014-12-01 INTEREST — — — — — +0.00 —
2014-11-18 DIVIDEND AMAT 1,162 0.1 — — +116.20 —
2014-11-10 DIVIDEND SBUX 993 0.16 — — +158.88 —
2014-11-05 DIVIDEND DAL 1,416 0.09 — — +127.44 —
2014-11-03 BUY AMAT 1,162 22.21 — — -25808.02 Core PEG-quality buy: AMAT PEG 0.08, growth 314.3%.
2014-11-03 BUY F 683 13.99 — — -9555.17 Core PEG-quality buy: F PEG 0.06, growth 92.9%.
2014-11-03 BUY GILD 75 109.98 — — -8248.50 Core PEG-quality buy: GILD PEG 0.09, growth 208.7%.
2014-11-03 BUY RCL 377 68.4 — — -25786.80 Core PEG-quality buy: RCL PEG 0.03, growth 825.0%.
2014-11-03 BUY SBUX 231 38.05 — — -8789.55 Core PEG-quality buy: SBUX PEG 0.00, growth 13400.0%.
2014-11-03 SELL WY 892 34.28 2014-10-03 SHORT +30577.76 Exit WY: no longer in the core long-term set as of 2014-11-03.
2014-11-03 SELL BX 38 29.73 2014-10-03 SHORT +1129.93 Exit BX: no longer in the core long-term set as of 2014-11-03.
2014-11-03 SELL BX 81 29.73 2014-09-04 SHORT +2408.53 Exit BX: no longer in the core long-term set as of 2014-11-03.
2014-11-03 SELL BX 128 29.73 2014-05-06 SHORT +3806.08 Exit BX: no longer in the core long-term set as of 2014-11-03.
2014-11-03 SELL BX 12 29.73 2014-04-04 SHORT +356.82 Exit BX: no longer in the core long-term set as of 2014-11-03.
2014-11-03 SELL BX 1,173 29.73 2013-10-03 LONG +34879.15 Exit BX: no longer in the core long-term set as of 2014-11-03.
2014-11-03 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2014-11-03 INTEREST — — — — — +0.01 —
2014-10-29 DIVIDEND F 1,982 0.13 — — +247.75 —
2014-10-29 DIVIDEND WY 892 0.29 — — +258.68 —
2014-10-23 DIVIDEND BX 1,432 0.43 — — +618.33 —
2014-10-08 DIVIDEND VZ 905 0.55 — — +497.75 —
2014-10-08 DIVIDEND T 1,705 0.46 — — +784.30 —
2014-10-03 BUY AMD 21,272 3.4 — — -72324.80 Tactical mega-cap swing buy: AMD -15.7% below midpoint, range 0.04.
2014-10-03 BUY BX 38 30.62 — — -1163.50 Core PEG-quality buy: BX PEG 0.08, growth 140.4%.
2014-10-03 BUY AIG 11 53.35 — — -586.85 Core PEG-quality buy: AIG PEG 0.07, growth 127.4%.
2014-10-03 BUY F 1,982 14.59 — — -28917.38 Core PEG-quality buy: F PEG 0.06, growth 92.9%.
2014-10-03 BUY WY 892 32.42 — — -28918.64 Core PEG-quality buy: WY PEG 0.06, growth 165.5%.
2014-10-03 BUY GILD 271 106.52 — — -28866.92 Core PEG-quality buy: GILD PEG 0.09, growth 208.7%.
2014-10-03 BUY SBUX 762 37.95 — — -28914.09 Core PEG-quality buy: SBUX PEG 0.00, growth 13400.0%.
2014-10-03 SELL MS 434 35.05 2014-08-05 SHORT +15211.70 Exit MS: no longer in the core long-term set as of 2014-10-03.
2014-10-03 SELL MS 902 35.05 2014-07-07 SHORT +31615.10 Exit MS: no longer in the core long-term set as of 2014-10-03.
2014-10-03 SELL LUV 416 33.43 2014-08-05 SHORT +13906.88 Exit LUV: no longer in the core long-term set as of 2014-10-03.
2014-10-03 SELL LUV 1,076 33.43 2014-07-07 SHORT +35970.68 Exit LUV: no longer in the core long-term set as of 2014-10-03.
2014-10-03 SELL NXPI 240 67.37 2014-08-05 SHORT +16168.80 Exit NXPI: no longer in the core long-term set as of 2014-10-03.
2014-10-03 SELL NXPI 437 67.37 2014-07-07 SHORT +29440.69 Exit NXPI: no longer in the core long-term set as of 2014-10-03.
2014-10-03 SELL D 6 70.04 2014-09-04 SHORT +420.24 Exit D: no longer in the core long-term set as of 2014-10-03.
2014-10-03 SELL D 28 70.04 2014-08-05 SHORT +1961.12 Exit D: no longer in the core long-term set as of 2014-10-03.
2014-10-03 SELL D 23 70.04 2014-07-07 SHORT +1610.92 Exit D: no longer in the core long-term set as of 2014-10-03.
2014-10-03 SELL D 104 70.04 2014-06-05 SHORT +7284.16 Exit D: no longer in the core long-term set as of 2014-10-03.
2014-10-03 SELL D 481 70.04 2014-05-06 SHORT +33689.24 Exit D: no longer in the core long-term set as of 2014-10-03.
2014-10-03 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2014-10-01 INTEREST — — — — — +0.01 —
2014-09-09 DIVIDEND AIG 817 0.13 — — +102.13 —
2014-09-04 BUY BX 81 32.3 — — -2616.01 Core PEG-quality buy: BX PEG 0.09, growth 140.4%.
2014-09-04 BUY AIG 13 55.23 — — -717.99 Core PEG-quality buy: AIG PEG 0.06, growth 157.1%.
2014-09-04 BUY T 126 26.39 — — -3325.10 Core PEG-quality buy: T PEG 0.05, growth 149.6%.
2014-09-04 BUY MU 1,341 32.12 — — -43072.92 Core PEG-quality buy: MU PEG 0.10, growth 124.8%.
2014-09-04 BUY D 6 70.27 — — -421.62 Core PEG-quality buy: D PEG 0.05, growth 514.0%.
2014-09-04 BUY VZ 51 49.72 — — -2535.72 Core PEG-quality buy: VZ PEG 0.01, growth 770.4%.
2014-09-04 SELL F 2,488 17.27 2014-08-05 SHORT +42967.76 Exit F: no longer in the core long-term set as of 2014-09-04.
2014-09-04 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2014-09-02 INTEREST — — — — — +0.06 —
2014-08-27 DIVIDEND D 636 0.6 — — +381.60 —
2014-08-19 DIVIDEND LUV 1,492 0.06 — — +89.52 —
2014-08-06 DIVIDEND DAL 1,416 0.09 — — +127.44 —
2014-08-05 BUY F 2,488 16.87 — — -41972.56 Core PEG-quality buy: F PEG 0.07, growth 86.7%.
2014-08-05 BUY MS 434 31.41 — — -13631.94 Core PEG-quality buy: MS PEG 0.07, growth 232.8%.
2014-08-05 BUY AIG 35 52.2 — — -1827.00 Core PEG-quality buy: AIG PEG 0.06, growth 157.1%.
2014-08-05 BUY D 28 66.01 — — -1848.28 Core PEG-quality buy: D PEG 0.05, growth 514.0%.
2014-08-05 BUY LUV 416 28.13 — — -11702.08 Core PEG-quality buy: LUV PEG 0.09, growth 198.1%.
2014-08-05 BUY NXPI 240 61.98 — — -14875.20 Core PEG-quality buy: NXPI PEG 0.07, growth 456.8%.
2014-08-05 SELL META 20 72.69 2014-06-05 SHORT +1453.80 Exit META: tactical swing target hit.
2014-08-05 SELL META 24 72.69 2014-05-06 SHORT +1744.56 Exit META: tactical swing target hit.
2014-08-05 SELL META 620 72.69 2014-04-04 SHORT +45067.80 Exit META: tactical swing target hit.
2014-08-05 SELL UPS 6 96.51 2014-07-07 SHORT +579.06 Exit UPS: no longer in the core long-term set as of 2014-08-05.
2014-08-05 SELL UPS 16 96.51 2014-06-05 SHORT +1544.16 Exit UPS: no longer in the core long-term set as of 2014-08-05.
2014-08-05 SELL UPS 10 96.51 2014-04-04 SHORT +965.10 Exit UPS: no longer in the core long-term set as of 2014-08-05.
2014-08-05 SELL UPS 16 96.51 2014-03-06 SHORT +1544.16 Exit UPS: no longer in the core long-term set as of 2014-08-05.
2014-08-05 SELL UPS 27 96.51 2014-02-04 SHORT +2605.77 Exit UPS: no longer in the core long-term set as of 2014-08-05.
2014-08-05 SELL UPS 335 96.51 2014-01-03 SHORT +32330.85 Exit UPS: no longer in the core long-term set as of 2014-08-05.
2014-08-05 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2014-08-01 INTEREST — — — — — +0.01 —
2014-07-29 DIVIDEND MS 902 0.1 — — +90.20 —
2014-07-24 DIVIDEND BX 1,313 0.54 — — +708.69 —
2014-07-08 DIVIDEND VZ 854 0.53 — — +452.62 —
2014-07-08 DIVIDEND T 1,579 0.46 — — +726.34 —
2014-07-07 BUY UPS 6 103.24 — — -619.44 Core PEG-quality buy: UPS PEG 0.08, growth 334.8%.
2014-07-07 BUY MS 902 32.39 — — -29215.78 Core PEG-quality buy: MS PEG 0.07, growth 232.8%.
2014-07-07 BUY AIG 4 55.31 — — -221.24 Core PEG-quality buy: AIG PEG 0.06, growth 157.1%.
2014-07-07 BUY D 23 68.86 — — -1583.78 Core PEG-quality buy: D PEG 0.05, growth 514.0%.
2014-07-07 BUY LUV 1,076 27.17 — — -29234.92 Core PEG-quality buy: LUV PEG 0.09, growth 198.1%.
2014-07-07 BUY NXPI 437 66.91 — — -29239.67 Core PEG-quality buy: NXPI PEG 0.07, growth 456.8%.
2014-07-07 BUY VZ 6 49.75 — — -298.50 Core PEG-quality buy: VZ PEG 0.01, growth 770.4%.
2014-07-07 SELL EOG 54 115.73 2014-06-05 SHORT +6249.42 Exit EOG: no longer in the core long-term set as of 2014-07-07.
2014-07-07 SELL EOG 328 115.73 2014-05-06 SHORT +37959.44 Exit EOG: no longer in the core long-term set as of 2014-07-07.
2014-07-07 SELL F 88 17.32 2014-06-05 SHORT +1524.16 Exit F: no longer in the core long-term set as of 2014-07-07.
2014-07-07 SELL F 59 17.32 2014-05-06 SHORT +1021.88 Exit F: no longer in the core long-term set as of 2014-07-07.
2014-07-07 SELL F 67 17.32 2014-03-06 SHORT +1160.44 Exit F: no longer in the core long-term set as of 2014-07-07.
2014-07-07 SELL F 69 17.32 2014-02-04 SHORT +1195.08 Exit F: no longer in the core long-term set as of 2014-07-07.
2014-07-07 SELL F 2,232 17.32 2014-01-03 SHORT +38658.24 Exit F: no longer in the core long-term set as of 2014-07-07.
2014-07-07 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2014-07-01 INTEREST — — — — — +0.00 —
2014-06-06 DIVIDEND AIG 765 0.13 — — +95.63 —
2014-06-05 BUY AMZN 5,689 16.18 — — -92039.49 Tactical mega-cap swing buy: AMZN -8.3% below midpoint, range 0.30.
2014-06-05 BUY EOG 54 107.9 — — -5826.60 Core PEG-quality buy: EOG PEG 0.10, growth 217.6%.
2014-06-05 BUY F 88 16.68 — — -1467.84 Core PEG-quality buy: F PEG 0.06, growth 90.4%.
2014-06-05 BUY D 104 70.23 — — -7303.92 Core PEG-quality buy: D PEG 0.06, growth 413.2%.
2014-06-05 BUY T 74 26.51 — — -1961.78 Core PEG-quality buy: T PEG 0.05, growth 161.4%.
2014-06-05 BUY UPS 16 103.62 — — -1657.92 Core PEG-quality buy: UPS PEG 0.05, growth 395.6%.
2014-06-05 BUY AIG 12 54.95 — — -659.40 Core PEG-quality buy: AIG PEG 0.04, growth 214.8%.
2014-06-05 BUY VZ 51 49.28 — — -2513.28 Core PEG-quality buy: VZ PEG 0.01, growth 1017.5%.
2014-06-05 BUY META 20 63.19 — — -1263.80 Core PEG-quality buy: META PEG 0.02, growth 3700.0%.
2014-06-05 SELL NFLX 18,264 6.12 2014-04-04 SHORT +111762.90 Exit NFLX: tactical swing target hit.
2014-06-05 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2014-06-02 INTEREST — — — — — +0.01 —
2014-05-28 DIVIDEND D 481 0.6 — — +288.60 —
2014-05-15 DIVIDEND UPS 388 0.67 — — +259.96 —
2014-05-07 DIVIDEND DAL 1,416 0.06 — — +84.96 —
2014-05-06 BUY EOG 328 103.63 — — -33990.64 Core PEG-quality buy: EOG PEG 0.10, growth 217.6%.
2014-05-06 BUY F 59 15.56 — — -918.04 Core PEG-quality buy: F PEG 0.06, growth 90.4%.
2014-05-06 BUY D 481 70.64 — — -33977.84 Core PEG-quality buy: D PEG 0.06, growth 413.2%.
2014-05-06 BUY BX 128 28.53 — — -3651.58 Core PEG-quality buy: BX PEG 0.06, growth 261.0%.
2014-05-06 BUY VZ 4 47.47 — — -189.88 Core PEG-quality buy: VZ PEG 0.01, growth 1017.5%.
2014-05-06 BUY META 24 58.53 — — -1404.72 Core PEG-quality buy: META PEG 0.02, growth 3700.0%.
2014-05-06 SELL RCL 645 52.1 2014-04-04 SHORT +33604.50 Exit RCL: no longer in the core long-term set as of 2014-05-06.
2014-05-06 SELL AMAT 62 18.86 2014-03-06 SHORT +1169.32 Exit AMAT: no longer in the core long-term set as of 2014-05-06.
2014-05-06 SELL AMAT 1,851 18.86 2014-02-04 SHORT +34909.86 Exit AMAT: no longer in the core long-term set as of 2014-05-06.
2014-05-06 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2014-05-01 INTEREST — — — — — +0.01 —
2014-04-30 DIVIDEND F 2,368 0.13 — — +296.00 —
2014-04-24 DIVIDEND BX 1,185 0.34 — — +407.02 —
2014-04-08 DIVIDEND VZ 793 0.53 — — +420.29 —
2014-04-08 DIVIDEND T 1,505 0.46 — — +692.30 —
2014-04-04 BUY NFLX 18,264 4.82 — — -88008.74 Tactical mega-cap swing buy: NFLX -9.3% below midpoint, range 0.29.
2014-04-04 BUY UPS 10 98.1 — — -981.00 Core PEG-quality buy: UPS PEG 0.05, growth 395.6%.
2014-04-04 BUY BX 12 32.19 — — -386.26 Core PEG-quality buy: BX PEG 0.06, growth 261.0%.
2014-04-04 BUY AIG 27 50.55 — — -1364.85 Core PEG-quality buy: AIG PEG 0.04, growth 214.8%.
2014-04-04 BUY RCL 645 54.53 — — -35171.85 Core PEG-quality buy: RCL PEG 0.04, growth 768.2%.
2014-04-04 BUY VZ 16 48.04 — — -768.64 Core PEG-quality buy: VZ PEG 0.01, growth 1017.5%.
2014-04-04 BUY META 620 56.75 — — -35185.00 Core PEG-quality buy: META PEG 0.02, growth 3700.0%.
2014-04-04 SELL SPGI 384 75.17 2014-03-06 SHORT +28865.28 Exit SPGI: no longer in the core long-term set as of 2014-04-04.
2014-04-04 SELL AMD 23,047 4.01 2014-02-04 SHORT +92418.47 Exit AMD: tactical swing target hit.
2014-04-04 SELL D 3 69.62 2014-03-06 SHORT +208.86 Exit D: no longer in the core long-term set as of 2014-04-04.
2014-04-04 SELL D 545 69.62 2014-01-03 SHORT +37942.90 Exit D: no longer in the core long-term set as of 2014-04-04.
2014-04-04 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2014-04-01 INTEREST — — — — — +0.00 —
2014-03-07 DIVIDEND AIG 726 0.13 — — +90.75 —
2014-03-06 BUY T 113 24.43 — — -2760.14 Core PEG-quality buy: T PEG 0.04, growth 173.6%.
2014-03-06 BUY UPS 16 97.86 — — -1565.76 Core PEG-quality buy: UPS PEG 0.05, growth 455.4%.
2014-03-06 BUY SPGI 384 81.53 — — -31307.52 Core PEG-quality buy: SPGI PEG 0.07, growth 220.9%.
2014-03-06 BUY D 3 67.97 — — -203.91 Core PEG-quality buy: D PEG 0.05, growth 452.8%.
2014-03-06 BUY F 67 15.67 — — -1049.89 Core PEG-quality buy: F PEG 0.05, growth 108.5%.
2014-03-06 BUY AIG 9 51.26 — — -461.34 Core PEG-quality buy: AIG PEG 0.04, growth 200.5%.
2014-03-06 BUY AMAT 62 19.38 — — -1201.56 Core PEG-quality buy: AMAT PEG 0.04, growth 1200.0%.
2014-03-06 BUY VZ 46 47.46 — — -2183.16 Core PEG-quality buy: VZ PEG 0.01, growth 1190.3%.
2014-03-06 SELL BAC 2,109 17.35 2014-01-03 SHORT +36591.15 Exit BAC: no longer in the core long-term set as of 2014-03-06.
2014-03-06 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2014-03-05 DIVIDEND BAC 2,109 0.01 — — +21.09 —
2014-03-03 INTEREST — — — — — +0.03 —
2014-02-26 DIVIDEND D 545 0.6 — — +327.00 —
2014-02-20 DIVIDEND UPS 362 0.67 — — +242.54 —
2014-02-19 DIVIDEND DAL 1,416 0.06 — — +84.96 —
2014-02-14 DIVIDEND AMAT 1,851 0.1 — — +185.10 —
2014-02-06 DIVIDEND BX 1,173 0.57 — — +667.65 —
2014-02-04 BUY AMD 23,047 3.37 — — -77668.39 Tactical mega-cap swing buy: AMD -8.1% below midpoint, range 0.17.
2014-02-04 BUY T 75 24.51 — — -1838.18 Core PEG-quality buy: T PEG 0.04, growth 173.6%.
2014-02-04 BUY UPS 27 93.89 — — -2535.03 Core PEG-quality buy: UPS PEG 0.05, growth 455.4%.
2014-02-04 BUY F 69 14.87 — — -1026.03 Core PEG-quality buy: F PEG 0.05, growth 108.5%.
2014-02-04 BUY AIG 38 47.62 — — -1809.56 Core PEG-quality buy: AIG PEG 0.04, growth 200.5%.
2014-02-04 BUY AMAT 1,851 16.78 — — -31059.78 Core PEG-quality buy: AMAT PEG 0.04, growth 1200.0%.
2014-02-04 BUY VZ 16 46.82 — — -749.12 Core PEG-quality buy: VZ PEG 0.01, growth 1190.3%.
2014-02-04 SELL EOG 420 84.29 2014-01-03 SHORT +35401.80 Exit EOG: no longer in the core long-term set as of 2014-02-04.
2014-02-04 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2014-02-03 INTEREST — — — — — +0.67 —
2014-01-29 DIVIDEND F 2,232 0.13 — — +279.00 —
2014-01-15 DIVIDEND EOG 420 0.09 — — +39.48 —
2014-01-08 DIVIDEND VZ 715 0.53 — — +378.95 —
2014-01-08 DIVIDEND T 1,317 0.46 — — +605.82 —
2014-01-03 BUY EOG 420 82.28 — — -34557.60 Core PEG-quality buy: EOG PEG 0.07, growth 282.9%.
2014-01-03 BUY BAC 2,109 16.41 — — -34608.69 Core PEG-quality buy: BAC PEG 0.07, growth 260.0%.
2014-01-03 BUY T 114 26.28 — — -2996.38 Core PEG-quality buy: T PEG 0.04, growth 173.6%.
2014-01-03 BUY F 2,232 15.51 — — -34618.32 Core PEG-quality buy: F PEG 0.05, growth 108.5%.
2014-01-03 BUY D 545 63.51 — — -34612.95 Core PEG-quality buy: D PEG 0.05, growth 452.8%.
2014-01-03 BUY UPS 335 103.09 — — -34535.15 Core PEG-quality buy: UPS PEG 0.05, growth 455.4%.
2014-01-03 BUY AIG 679 50.92 — — -34574.68 Core PEG-quality buy: AIG PEG 0.04, growth 200.5%.
2014-01-03 BUY VZ 715 48.42 — — -34620.30 Core PEG-quality buy: VZ PEG 0.01, growth 1190.3%.
2014-01-03 SELL AMD 19,685 4 2013-11-01 SHORT +78740.00 Exit AMD: tactical swing target hit.
2014-01-03 SELL C 25 53.4 2013-11-01 SHORT +1335.00 Exit C: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL C 608 53.4 2013-10-03 SHORT +32467.20 Exit C: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL REGN 4 271.75 2013-12-03 SHORT +1087.00 Exit REGN: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL REGN 10 271.75 2013-11-01 SHORT +2717.50 Exit REGN: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL REGN 96 271.75 2013-10-03 SHORT +26088.00 Exit REGN: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL V 21 55.29 2013-09-04 SHORT +1161.09 Exit V: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL V 120 55.29 2013-08-05 SHORT +6634.80 Exit V: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL V 512 55.29 2013-07-05 SHORT +28308.48 Exit V: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL RTX 8 71.05 2013-12-03 SHORT +568.41 Exit RTX: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL RTX 7 71.05 2013-11-01 SHORT +497.36 Exit RTX: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL RTX 9 71.05 2013-10-03 SHORT +639.46 Exit RTX: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL RTX 7 71.05 2013-09-04 SHORT +497.36 Exit RTX: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL RTX 21 71.05 2013-08-05 SHORT +1492.07 Exit RTX: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL RTX 96 71.05 2013-07-05 SHORT +6820.90 Exit RTX: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL RTX 318 71.05 2013-06-05 SHORT +22594.22 Exit RTX: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL VLO 32 49.35 2013-10-03 SHORT +1579.20 Exit VLO: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL VLO 85 49.35 2013-08-05 SHORT +4194.75 Exit VLO: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL VLO 84 49.35 2013-07-05 SHORT +4145.40 Exit VLO: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL VLO 170 49.35 2013-05-06 SHORT +8389.50 Exit VLO: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL VLO 492 49.35 2013-04-05 SHORT +24280.20 Exit VLO: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL PFE 14 28.96 2013-12-03 SHORT +405.39 Exit PFE: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL PFE 10 28.96 2013-10-03 SHORT +289.56 Exit PFE: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL PFE 14 28.96 2013-09-04 SHORT +405.39 Exit PFE: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL PFE 86 28.96 2013-08-05 SHORT +2490.25 Exit PFE: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL PFE 36 28.96 2013-06-05 SHORT +1042.43 Exit PFE: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL PFE 146 28.96 2013-05-06 SHORT +4227.63 Exit PFE: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL PFE 172 28.96 2013-04-05 SHORT +4980.50 Exit PFE: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL PFE 59 28.96 2013-03-06 SHORT +1708.43 Exit PFE: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL PFE 555 28.96 2013-02-04 SHORT +16070.80 Exit PFE: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL GS 2 178.15 2013-12-03 SHORT +356.30 Exit GS: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL GS 4 178.15 2013-11-01 SHORT +712.60 Exit GS: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL GS 3 178.15 2013-10-03 SHORT +534.45 Exit GS: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL GS 11 178.15 2013-09-04 SHORT +1959.65 Exit GS: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL GS 2 178.15 2013-08-05 SHORT +356.30 Exit GS: no longer in the core long-term set as of 2014-01-03.
2014-01-03 SELL GS 171 178.15 2012-10-01 LONG +30463.65 Exit GS: no longer in the core long-term set as of 2014-01-03.
2014-01-03 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2014-01-02 INTEREST — — — — — +0.00 —
2013-12-03 BUY T 45 26.24 — — -1180.74 Core PEG-quality buy: T PEG 0.20, growth 89.6%.
2013-12-03 BUY RTX 8 69.03 — — -552.25 Core PEG-quality buy: RTX PEG 0.23, growth 43.1%.
2013-12-03 BUY GS 2 168.05 — — -336.10 Core PEG-quality buy: GS PEG 0.17, growth 56.8%.
2013-12-03 BUY REGN 4 287.5 — — -1150.00 Core PEG-quality buy: REGN PEG 0.16, growth 269.1%.
2013-12-03 BUY PFE 14 29.62 — — -414.69 Core PEG-quality buy: PFE PEG 0.04, growth 180.5%.
2013-12-03 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2013-12-02 INTEREST — — — — — +0.01 —
2013-11-27 DIVIDEND GS 191 0.55 — — +105.05 —
2013-11-25 DIVIDEND VLO 863 0.23 — — +194.18 —
2013-11-13 DIVIDEND V 653 0.1 — — +65.30 —
2013-11-13 DIVIDEND RTX 458 0.37 — — +170.06 —
2013-11-06 DIVIDEND PFE 1,078 0.23 — — +245.46 —
2013-11-04 DIVIDEND DAL 1,416 0.06 — — +84.96 —
2013-11-01 BUY AMD 19,685 3.31 — — -65157.35 Tactical mega-cap swing buy: AMD -13.6% below midpoint, range 0.11.
2013-11-01 BUY RTX 7 67.66 — — -473.61 Core PEG-quality buy: RTX PEG 0.23, growth 43.1%.
2013-11-01 BUY C 25 48.74 — — -1218.50 Core PEG-quality buy: C PEG 0.18, growth 67.1%.
2013-11-01 BUY GS 4 162.05 — — -648.20 Core PEG-quality buy: GS PEG 0.17, growth 56.8%.
2013-11-01 BUY REGN 10 285.79 — — -2857.90 Core PEG-quality buy: REGN PEG 0.16, growth 269.1%.
2013-11-01 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2013-11-01 INTEREST — — — — — +0.58 —
2013-10-31 DIVIDEND C 608 0.01 — — +6.08 —
2013-10-24 DIVIDEND BX 1,173 0.23 — — +264.76 —
2013-10-08 DIVIDEND T 1,158 0.45 — — +521.10 —
2013-10-03 BUY T 1,158 25.41 — — -29422.35 Core PEG-quality buy: T PEG 0.20, growth 89.6%.
2013-10-03 BUY RTX 9 65.25 — — -587.29 Core PEG-quality buy: RTX PEG 0.23, growth 43.1%.
2013-10-03 BUY GS 3 156.85 — — -470.55 Core PEG-quality buy: GS PEG 0.17, growth 56.8%.
2013-10-03 BUY C 608 48.4 — — -29427.20 Core PEG-quality buy: C PEG 0.18, growth 67.1%.
2013-10-03 BUY REGN 96 303.57 — — -29142.72 Core PEG-quality buy: REGN PEG 0.16, growth 269.1%.
2013-10-03 BUY VLO 32 34.1 — — -1091.20 Core PEG-quality buy: VLO PEG 0.07, growth 117.7%.
2013-10-03 BUY PFE 10 27.3 — — -272.96 Core PEG-quality buy: PFE PEG 0.04, growth 180.5%.
2013-10-03 BUY BX 1,173 25.08 — — -29422.83 Core PEG-quality buy: BX PEG 0.03, growth 660.0%.
2013-10-03 SELL JPM 34 51.94 2013-09-04 SHORT +1765.96 Exit JPM: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL JPM 68 51.94 2013-08-05 SHORT +3531.92 Exit JPM: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL JPM 452 51.94 2013-07-05 SHORT +23476.88 Exit JPM: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL CB 5 92.29 2013-09-04 SHORT +461.45 Exit CB: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL CB 50 92.29 2013-08-05 SHORT +4614.50 Exit CB: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL CB 271 92.29 2013-07-05 SHORT +25010.59 Exit CB: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL MPC 83 32.62 2013-08-05 SHORT +2707.05 Exit MPC: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL MPC 93 32.62 2013-07-05 SHORT +3033.20 Exit MPC: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL MPC 6 32.62 2013-06-05 SHORT +195.69 Exit MPC: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL MPC 174 32.62 2013-05-06 SHORT +5675.01 Exit MPC: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL MPC 458 32.62 2013-04-05 SHORT +14937.67 Exit MPC: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL TRV 3 84.06 2013-09-04 SHORT +252.18 Exit TRV: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL TRV 40 84.06 2013-08-05 SHORT +3362.40 Exit TRV: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL TRV 4 84.06 2013-07-05 SHORT +336.24 Exit TRV: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL TRV 10 84.06 2013-06-05 SHORT +840.60 Exit TRV: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL TRV 6 84.06 2013-05-06 SHORT +504.36 Exit TRV: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL TRV 2 84.06 2013-01-03 SHORT +168.12 Exit TRV: no longer in the core long-term set as of 2013-10-03.
2013-10-03 SELL TRV 289 84.06 2012-10-01 LONG +24293.34 Exit TRV: no longer in the core long-term set as of 2013-10-03.
2013-10-03 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2013-10-02 DIVIDEND JPM 554 0.38 — — +210.52 —
2013-10-01 INTEREST — — — — — +0.53 —
2013-09-26 DIVIDEND CB 326 0.51 — — +166.26 —
2013-09-06 DIVIDEND TRV 354 0.5 — — +177.00 —
2013-09-04 BUY TRV 3 81.07 — — -243.21 Core PEG-quality buy: TRV PEG 0.27, growth 38.6%.
2013-09-04 BUY JPM 34 51.87 — — -1763.58 Core PEG-quality buy: JPM PEG 0.23, growth 38.3%.
2013-09-04 BUY RTX 7 65.05 — — -455.33 Core PEG-quality buy: RTX PEG 0.19, growth 45.6%.
2013-09-04 BUY CB 5 88.23 — — -441.15 Core PEG-quality buy: CB PEG 0.15, growth 61.5%.
2013-09-04 BUY V 21 44.05 — — -925.00 Core PEG-quality buy: V PEG 0.10, growth 326.5%.
2013-09-04 BUY DAL 72 20.31 — — -1462.32 Core PEG-quality buy: DAL PEG 0.11, growth 84.7%.
2013-09-04 BUY GS 11 155.74 — — -1713.14 Core PEG-quality buy: GS PEG 0.07, growth 141.5%.
2013-09-04 BUY PFE 14 26.92 — — -376.83 Core PEG-quality buy: PFE PEG 0.04, growth 172.9%.
2013-09-04 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2013-09-03 INTEREST — — — — — +0.59 —
2013-08-28 DIVIDEND GS 173 0.5 — — +86.50 —
2013-08-19 DIVIDEND MPC 814 0.21 — — +170.94 —
2013-08-14 DIVIDEND V 632 0.08 — — +52.14 —
2013-08-14 DIVIDEND RTX 435 0.34 — — +146.46 —
2013-08-12 DIVIDEND VLO 831 0.23 — — +186.97 —
2013-08-07 DIVIDEND DAL 1,344 0.06 — — +80.64 —
2013-08-05 BUY TRV 40 83.15 — — -3326.00 Core PEG-quality buy: TRV PEG 0.27, growth 38.6%.
2013-08-05 BUY JPM 68 56.1 — — -3814.80 Core PEG-quality buy: JPM PEG 0.23, growth 38.3%.
2013-08-05 BUY RTX 21 67.11 — — -1409.34 Core PEG-quality buy: RTX PEG 0.19, growth 45.6%.
2013-08-05 BUY CB 50 90.96 — — -4548.00 Core PEG-quality buy: CB PEG 0.15, growth 61.5%.
2013-08-05 BUY MPC 83 35.84 — — -2975.13 Core PEG-quality buy: MPC PEG 0.18, growth 39.5%.
2013-08-05 BUY VLO 85 35.13 — — -2986.05 Core PEG-quality buy: VLO PEG 0.09, growth 72.7%.
2013-08-05 BUY V 120 46.13 — — -5536.20 Core PEG-quality buy: V PEG 0.10, growth 326.5%.
2013-08-05 BUY DAL 58 21.71 — — -1259.18 Core PEG-quality buy: DAL PEG 0.11, growth 84.7%.
2013-08-05 BUY GS 2 168.32 — — -336.64 Core PEG-quality buy: GS PEG 0.07, growth 141.5%.
2013-08-05 BUY PFE 86 27.69 — — -2381.73 Core PEG-quality buy: PFE PEG 0.04, growth 172.9%.
2013-08-05 SELL META 2,036 39.19 2013-06-05 SHORT +79790.84 Exit META: tactical swing target hit.
2013-08-05 SELL AAPL 102 16.77 2011-11-30 LONG +1710.14 Exit AAPL: tactical swing target hit.
2013-08-05 SELL AAPL 115 16.77 2011-10-31 LONG +1928.10 Exit AAPL: tactical swing target hit.
2013-08-05 SELL AAPL 384 16.77 2011-09-30 LONG +6438.18 Exit AAPL: tactical swing target hit.
2013-08-05 SELL AAPL 523 16.77 2011-08-02 LONG +8768.67 Exit AAPL: tactical swing target hit.
2013-08-05 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2013-08-01 INTEREST — — — — — +0.00 —
2013-07-31 DIVIDEND PFE 968 0.23 — — +220.42 —
2013-07-19 DIVIDEND CB 271 0.51 — — +138.21 —
2013-07-05 BUY TRV 4 81.34 — — -325.36 Core PEG-quality buy: TRV PEG 0.27, growth 38.6%.
2013-07-05 BUY JPM 452 53.99 — — -24403.48 Core PEG-quality buy: JPM PEG 0.23, growth 38.3%.
2013-07-05 BUY RTX 96 60.75 — — -5831.89 Core PEG-quality buy: RTX PEG 0.19, growth 45.6%.
2013-07-05 BUY CB 271 90.12 — — -24422.52 Core PEG-quality buy: CB PEG 0.15, growth 61.5%.
2013-07-05 BUY MPC 93 34.49 — — -3208.03 Core PEG-quality buy: MPC PEG 0.18, growth 39.5%.
2013-07-05 BUY V 512 47.7 — — -24421.12 Core PEG-quality buy: V PEG 0.10, growth 326.5%.
2013-07-05 BUY DAL 1,286 19 — — -24434.00 Core PEG-quality buy: DAL PEG 0.11, growth 84.7%.
2013-07-05 BUY VLO 84 33.85 — — -2843.40 Core PEG-quality buy: VLO PEG 0.09, growth 72.7%.
2013-07-05 SELL NEM 208 27.78 2013-05-06 SHORT +5778.24 Exit NEM: no longer in the core long-term set as of 2013-07-05.
2013-07-05 SELL NEM 76 27.78 2013-04-05 SHORT +2111.28 Exit NEM: no longer in the core long-term set as of 2013-07-05.
2013-07-05 SELL NEM 19 27.78 2013-03-06 SHORT +527.82 Exit NEM: no longer in the core long-term set as of 2013-07-05.
2013-07-05 SELL NEM 63 27.78 2013-02-04 SHORT +1750.14 Exit NEM: no longer in the core long-term set as of 2013-07-05.
2013-07-05 SELL NEM 402 27.78 2013-01-03 SHORT +11167.56 Exit NEM: no longer in the core long-term set as of 2013-07-05.
2013-07-05 SELL WDC 41 48.76 2013-02-04 SHORT +1999.18 Exit WDC: no longer in the core long-term set as of 2013-07-05.
2013-07-05 SELL WDC 565 48.76 2013-01-03 SHORT +27549.63 Exit WDC: no longer in the core long-term set as of 2013-07-05.
2013-07-05 SELL STX 10 45.72 2013-03-06 SHORT +457.20 Exit STX: no longer in the core long-term set as of 2013-07-05.
2013-07-05 SELL STX 43 45.72 2013-02-04 SHORT +1965.96 Exit STX: no longer in the core long-term set as of 2013-07-05.
2013-07-05 SELL STX 585 45.72 2013-01-03 SHORT +26746.20 Exit STX: no longer in the core long-term set as of 2013-07-05.
2013-07-05 SELL ALL 30 49.13 2013-06-05 SHORT +1473.90 Exit ALL: no longer in the core long-term set as of 2013-07-05.
2013-07-05 SELL ALL 4 49.13 2013-05-06 SHORT +196.52 Exit ALL: no longer in the core long-term set as of 2013-07-05.
2013-07-05 SELL ALL 16 49.13 2013-01-03 SHORT +786.08 Exit ALL: no longer in the core long-term set as of 2013-07-05.
2013-07-05 SELL ALL 497 49.13 2012-12-03 SHORT +24417.61 Exit ALL: no longer in the core long-term set as of 2013-07-05.
2013-07-05 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2013-07-01 INTEREST — — — — — +0.03 —
2013-06-26 DIVIDEND WDC 606 0.19 — — +114.51 —
2013-06-10 DIVIDEND NEM 768 0.35 — — +268.80 —
2013-06-06 DIVIDEND TRV 307 0.5 — — +153.50 —
2013-06-05 BUY META 2,036 22.9 — — -46624.40 Tactical mega-cap swing buy: META -16.4% below midpoint, range 0.00.
2013-06-05 BUY RTX 318 58.53 — — -18613.72 Core PEG-quality buy: RTX PEG 0.21, growth 41.1%.
2013-06-05 BUY PFE 36 26.07 — — -938.60 Core PEG-quality buy: PFE PEG 0.19, growth 69.1%.
2013-06-05 BUY TRV 10 82.24 — — -822.40 Core PEG-quality buy: TRV PEG 0.14, growth 91.0%.
2013-06-05 BUY MPC 6 39.97 — — -239.79 Core PEG-quality buy: MPC PEG 0.17, growth 50.1%.
2013-06-05 BUY ALL 30 45.86 — — -1375.80 Core PEG-quality buy: ALL PEG 0.08, growth 125.4%.
2013-06-05 SELL LEN 36 35.65 2013-05-06 SHORT +1283.31 Exit LEN: no longer in the core long-term set as of 2013-06-05.
2013-06-05 SELL LEN 34 35.65 2013-04-05 SHORT +1212.02 Exit LEN: no longer in the core long-term set as of 2013-06-05.
2013-06-05 SELL LEN 8 35.65 2013-01-03 SHORT +285.18 Exit LEN: no longer in the core long-term set as of 2013-06-05.
2013-06-05 SELL LEN 555 35.65 2012-11-01 SHORT +19784.42 Exit LEN: no longer in the core long-term set as of 2013-06-05.
2013-06-05 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2013-06-03 INTEREST — — — — — +0.33 —
2013-05-29 DIVIDEND ALL 517 0.25 — — +129.25 —
2013-05-28 DIVIDEND GS 171 0.5 — — +85.50 —
2013-05-20 DIVIDEND VLO 662 0.2 — — +132.40 —
2013-05-14 DIVIDEND MPC 632 0.17 — — +110.60 —
2013-05-13 DIVIDEND STX 638 0.38 — — +242.44 —
2013-05-09 DIVIDEND AAPL 1,124 0.11 — — +122.44 —
2013-05-08 DIVIDEND PFE 932 0.23 — — +212.22 —
2013-05-06 BUY PFE 146 27.25 — — -3978.30 Core PEG-quality buy: PFE PEG 0.19, growth 69.1%.
2013-05-06 BUY TRV 6 85.31 — — -511.86 Core PEG-quality buy: TRV PEG 0.14, growth 91.0%.
2013-05-06 BUY MPC 174 40.17 — — -6989.58 Core PEG-quality buy: MPC PEG 0.17, growth 50.1%.
2013-05-06 BUY ALL 4 49.1 — — -196.40 Core PEG-quality buy: ALL PEG 0.08, growth 125.4%.
2013-05-06 BUY VLO 170 38.38 — — -6524.60 Core PEG-quality buy: VLO PEG 0.07, growth 109.2%.
2013-05-06 BUY NEM 208 33.07 — — -6878.56 Core PEG-quality buy: NEM PEG 0.03, growth 388.1%.
2013-05-06 BUY LEN 36 40.09 — — -1443.34 Core PEG-quality buy: LEN PEG 0.02, growth 683.3%.
2013-05-06 SELL AMD 18,449 3.61 2013-01-03 SHORT +66600.89 Exit AMD: tactical swing target hit.
2013-05-06 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2013-05-01 INTEREST — — — — — +0.00 —
2013-04-22 DIVIDEND LEN 597 0.04 — — +22.73 —
2013-04-05 BUY PFE 172 27.61 — — -4748.77 Core PEG-quality buy: PFE PEG 0.19, growth 69.1%.
2013-04-05 BUY MPC 458 41.19 — — -18862.73 Core PEG-quality buy: MPC PEG 0.17, growth 50.1%.
2013-04-05 BUY VLO 492 38.37 — — -18879.47 Core PEG-quality buy: VLO PEG 0.07, growth 109.2%.
2013-04-05 BUY NEM 76 39.37 — — -2992.12 Core PEG-quality buy: NEM PEG 0.03, growth 388.1%.
2013-04-05 BUY LEN 34 37.45 — — -1273.19 Core PEG-quality buy: LEN PEG 0.02, growth 683.3%.
2013-04-05 SELL CB 2 88.98 2013-03-06 SHORT +177.96 Exit CB: no longer in the core long-term set as of 2013-04-05.
2013-04-05 SELL CB 24 88.98 2013-02-04 SHORT +2135.52 Exit CB: no longer in the core long-term set as of 2013-04-05.
2013-04-05 SELL CB 223 88.98 2013-01-03 SHORT +19842.54 Exit CB: no longer in the core long-term set as of 2013-04-05.
2013-04-05 SELL BAC 20 11.97 2013-03-06 SHORT +239.40 Exit BAC: no longer in the core long-term set as of 2013-04-05.
2013-04-05 SELL BAC 248 11.97 2013-02-04 SHORT +2968.56 Exit BAC: no longer in the core long-term set as of 2013-04-05.
2013-04-05 SELL BAC 1,536 11.97 2013-01-03 SHORT +18385.92 Exit BAC: no longer in the core long-term set as of 2013-04-05.
2013-04-05 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2013-04-01 INTEREST — — — — — +0.00 —
2013-03-26 DIVIDEND CB 249 0.49 — — +122.01 —
2013-03-26 DIVIDEND WDC 606 0.19 — — +114.51 —
2013-03-11 DIVIDEND NEM 484 0.42 — — +205.70 —
2013-03-06 BUY PFE 59 26.68 — — -1574.08 Core PEG-quality buy: PFE PEG 0.23, growth 52.8%.
2013-03-06 BUY CB 2 86.66 — — -173.32 Core PEG-quality buy: CB PEG 0.14, growth 74.6%.
2013-03-06 BUY NEM 19 40.01 — — -760.19 Core PEG-quality buy: NEM PEG 0.03, growth 394.5%.
2013-03-06 BUY BAC 20 11.92 — — -238.40 Core PEG-quality buy: BAC PEG 0.02, growth 2400.0%.
2013-03-06 BUY STX 10 33.02 — — -330.20 Core PEG-quality buy: STX PEG 0.01, growth 267.6%.
2013-03-06 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2013-03-06 DIVIDEND TRV 291 0.46 — — +133.86 —
2013-03-01 INTEREST — — — — — +0.00 —
2013-02-27 DIVIDEND BAC 1,784 0.01 — — +17.84 —
2013-02-26 DIVIDEND ALL 513 0.25 — — +128.25 —
2013-02-26 DIVIDEND GS 171 0.5 — — +85.50 —
2013-02-07 DIVIDEND AAPL 1,124 0.09 — — +106.38 —
2013-02-04 BUY PFE 555 25.78 — — -14306.79 Core PEG-quality buy: PFE PEG 0.23, growth 52.8%.
2013-02-04 BUY CB 24 84.5 — — -2028.00 Core PEG-quality buy: CB PEG 0.14, growth 74.6%.
2013-02-04 BUY NEM 63 44.1 — — -2778.30 Core PEG-quality buy: NEM PEG 0.03, growth 394.5%.
2013-02-04 BUY WDC 41 35.06 — — -1437.32 Core PEG-quality buy: WDC PEG 0.02, growth 188.0%.
2013-02-04 BUY BAC 248 11.48 — — -2847.04 Core PEG-quality buy: BAC PEG 0.02, growth 2400.0%.
2013-02-04 BUY STX 43 33.8 — — -1453.40 Core PEG-quality buy: STX PEG 0.01, growth 267.6%.
2013-02-04 SELL MAR 14 39.77 2012-12-03 SHORT +556.78 Exit MAR: no longer in the core long-term set as of 2013-02-04.
2013-02-04 SELL MAR 34 39.77 2012-11-01 SHORT +1352.18 Exit MAR: no longer in the core long-term set as of 2013-02-04.
2013-02-04 SELL MAR 513 39.77 2012-10-01 SHORT +20402.01 Exit MAR: no longer in the core long-term set as of 2013-02-04.
2013-02-04 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2013-02-01 INTEREST — — — — — +0.01 —
2013-01-30 DIVIDEND LEN 563 0.04 — — +21.44 —
2013-01-03 BUY AMD 18,449 2.49 — — -45938.01 Tactical mega-cap swing buy: AMD -23.2% below midpoint, range 0.15.
2013-01-03 BUY CB 223 82.22 — — -18335.06 Core PEG-quality buy: CB PEG 0.14, growth 74.6%.
2013-01-03 BUY TRV 2 73.42 — — -146.84 Core PEG-quality buy: TRV PEG 0.13, growth 87.5%.
2013-01-03 BUY NEM 402 45.62 — — -18339.24 Core PEG-quality buy: NEM PEG 0.03, growth 394.5%.
2013-01-03 BUY ALL 16 41.58 — — -665.28 Core PEG-quality buy: ALL PEG 0.04, growth 212.0%.
2013-01-03 BUY WDC 565 32.52 — — -18372.11 Core PEG-quality buy: WDC PEG 0.02, growth 188.0%.
2013-01-03 BUY LEN 8 37.99 — — -303.91 Core PEG-quality buy: LEN PEG 0.02, growth 547.9%.
2013-01-03 BUY BAC 1,536 11.96 — — -18370.56 Core PEG-quality buy: BAC PEG 0.02, growth 2400.0%.
2013-01-03 BUY STX 585 31.38 — — -18357.30 Core PEG-quality buy: STX PEG 0.01, growth 267.6%.
2013-01-03 SELL EBAY 977 22.07 2012-11-01 SHORT +21567.18 Exit EBAY: no longer in the core long-term set as of 2013-01-03.
2013-01-03 SELL CMCSA 1,207 17.85 2012-10-01 SHORT +21543.86 Exit CMCSA: no longer in the core long-term set as of 2013-01-03.
2013-01-03 SELL ABT 9 33.27 2012-12-03 SHORT +299.43 Exit ABT: no longer in the core long-term set as of 2013-01-03.
2013-01-03 SELL ABT 40 33.27 2012-11-01 SHORT +1330.80 Exit ABT: no longer in the core long-term set as of 2013-01-03.
2013-01-03 SELL ABT 604 33.27 2012-10-01 SHORT +20095.08 Exit ABT: no longer in the core long-term set as of 2013-01-03.
2013-01-03 SELL F 100 13.46 2012-08-01 SHORT +1346.00 Exit F: no longer in the core long-term set as of 2013-01-03.
2013-01-03 SELL F 195 13.46 2012-07-02 SHORT +2624.70 Exit F: no longer in the core long-term set as of 2013-01-03.
2013-01-03 SELL F 170 13.46 2012-05-02 SHORT +2288.20 Exit F: no longer in the core long-term set as of 2013-01-03.
2013-01-03 SELL F 43 13.46 2012-04-02 SHORT +578.78 Exit F: no longer in the core long-term set as of 2013-01-03.
2013-01-03 SELL F 238 13.46 2012-03-02 SHORT +3203.48 Exit F: no longer in the core long-term set as of 2013-01-03.
2013-01-03 SELL F 1,263 13.46 2012-02-01 SHORT +16999.98 Exit F: no longer in the core long-term set as of 2013-01-03.
2013-01-03 SELL NVDA 100,195 0.32 2011-07-01 LONG +31892.07 Exit NVDA: rescue tactical hold recovered/timed out.
2013-01-03 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2013-01-02 INTEREST — — — — — +0.11 —
2012-12-28 DIVIDEND CMCSA 1,207 0.08 — — +92.19 —
2012-12-06 DIVIDEND TRV 289 0.46 — — +132.94 —
2012-12-03 BUY ABT 9 30.85 — — -277.62 Core PEG-quality buy: ABT PEG 0.19, growth 41.5%.
2012-12-03 BUY MAR 14 35.89 — — -502.46 Core PEG-quality buy: MAR PEG 0.14, growth 180.7%.
2012-12-03 BUY ALL 497 40.49 — — -20123.53 Core PEG-quality buy: ALL PEG 0.01, growth 718.8%.
2012-12-03 SELL CAT 14 84.49 2012-10-01 SHORT +1182.86 Exit CAT: no longer in the core long-term set as of 2012-12-03.
2012-12-03 SELL CAT 6 84.49 2012-08-01 SHORT +506.94 Exit CAT: no longer in the core long-term set as of 2012-12-03.
2012-12-03 SELL CAT 214 84.49 2012-07-02 SHORT +18080.86 Exit CAT: no longer in the core long-term set as of 2012-12-03.
2012-12-03 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2012-12-03 INTEREST — — — — — +0.10 —
2012-11-28 DIVIDEND GS 171 0.5 — — +85.50 —
2012-11-20 DIVIDEND MAR 547 0.13 — — +71.11 —
2012-11-20 DIVIDEND NVDA 100,195 0 — — +187.87 —
2012-11-07 DIVIDEND AAPL 1,124 0.09 — — +106.38 —
2012-11-01 BUY ABT 40 31.4 — — -1256.12 Core PEG-quality buy: ABT PEG 0.19, growth 41.5%.
2012-11-01 BUY MAR 34 36.96 — — -1256.64 Core PEG-quality buy: MAR PEG 0.14, growth 180.7%.
2012-11-01 BUY EBAY 977 20.72 — — -20239.04 Core PEG-quality buy: EBAY PEG 0.06, growth 113.9%.
2012-11-01 BUY LEN 555 36.45 — — -20228.20 Core PEG-quality buy: LEN PEG 0.03, growth 440.0%.
2012-11-01 SELL CB 260 78.33 2012-10-01 SHORT +20365.80 Exit CB: no longer in the core long-term set as of 2012-11-01.
2012-11-01 SELL ALL 501 39.05 2012-10-01 SHORT +19564.05 Exit ALL: no longer in the core long-term set as of 2012-11-01.
2012-11-01 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2012-11-01 INTEREST — — — — — +0.10 —
2012-10-31 DIVIDEND F 2,009 0.05 — — +100.45 —
2012-10-18 DIVIDEND CAT 234 0.52 — — +121.68 —
2012-10-11 DIVIDEND ABT 604 0.24 — — +147.80 —
2012-10-01 BUY CMCSA 1,207 16.58 — — -20011.09 Core PEG-quality buy: CMCSA PEG 0.27, growth 57.1%.
2012-10-01 BUY CAT 14 85.47 — — -1196.58 Core PEG-quality buy: CAT PEG 0.18, growth 49.3%.
2012-10-01 BUY CB 260 76.94 — — -20004.40 Core PEG-quality buy: CB PEG 0.20, growth 49.5%.
2012-10-01 BUY ABT 604 33.14 — — -20019.34 Core PEG-quality buy: ABT PEG 0.19, growth 41.5%.
2012-10-01 BUY GS 171 116.86 — — -19983.06 Core PEG-quality buy: GS PEG 0.17, growth 63.9%.
2012-10-01 BUY MAR 513 38.97 — — -19991.61 Core PEG-quality buy: MAR PEG 0.14, growth 180.7%.
2012-10-01 BUY TRV 289 69.07 — — -19961.23 Core PEG-quality buy: TRV PEG 0.11, growth 87.7%.
2012-10-01 BUY ALL 501 39.95 — — -20014.95 Core PEG-quality buy: ALL PEG 0.01, growth 718.8%.
2012-10-01 SELL DG 324 51.61 2012-08-01 SHORT +16721.64 Exit DG: no longer in the core long-term set as of 2012-10-01.
2012-10-01 SELL MS 139 16.79 2012-08-01 SHORT +2333.81 Exit MS: no longer in the core long-term set as of 2012-10-01.
2012-10-01 SELL MS 1,198 16.79 2012-07-02 SHORT +20114.42 Exit MS: no longer in the core long-term set as of 2012-10-01.
2012-10-01 SELL WYNN 14 115.58 2012-08-01 SHORT +1618.12 Exit WYNN: no longer in the core long-term set as of 2012-10-01.
2012-10-01 SELL WYNN 176 115.58 2012-06-01 SHORT +20342.08 Exit WYNN: no longer in the core long-term set as of 2012-10-01.
2012-10-01 SELL SPG 140 142.23 2012-04-02 SHORT +19912.13 Exit SPG: no longer in the core long-term set as of 2012-10-01.
2012-10-01 SELL M 31 38.58 2012-07-02 SHORT +1195.98 Exit M: no longer in the core long-term set as of 2012-10-01.
2012-10-01 SELL M 40 38.58 2012-03-02 SHORT +1543.20 Exit M: no longer in the core long-term set as of 2012-10-01.
2012-10-01 SELL M 458 38.58 2012-02-01 SHORT +17669.64 Exit M: no longer in the core long-term set as of 2012-10-01.
2012-10-01 SELL AEP 108 43.91 2012-03-02 SHORT +4742.28 Exit AEP: no longer in the core long-term set as of 2012-10-01.
2012-10-01 SELL AEP 395 43.91 2012-02-01 SHORT +17344.45 Exit AEP: no longer in the core long-term set as of 2012-10-01.
2012-10-01 SELL EOG 28 57.09 2012-07-02 SHORT +1598.66 Exit EOG: no longer in the core long-term set as of 2012-10-01.
2012-10-01 SELL EOG 27 57.09 2012-06-01 SHORT +1541.57 Exit EOG: no longer in the core long-term set as of 2012-10-01.
2012-10-01 SELL EOG 5 57.09 2012-05-02 SHORT +285.48 Exit EOG: no longer in the core long-term set as of 2012-10-01.
2012-10-01 SELL EOG 8 57.09 2012-04-02 SHORT +456.76 Exit EOG: no longer in the core long-term set as of 2012-10-01.
2012-10-01 SELL EOG 41 57.09 2012-03-02 SHORT +2340.89 Exit EOG: no longer in the core long-term set as of 2012-10-01.
2012-10-01 SELL EOG 294 57.09 2012-02-01 SHORT +16785.93 Exit EOG: no longer in the core long-term set as of 2012-10-01.
2012-10-01 DEPOSIT — — — — — +5000.00 Monthly contribution x2
2012-10-01 INTEREST — — — — — +0.00 —
2012-09-12 DIVIDEND M 529 0.2 — — +105.80 —
2012-09-04 INTEREST — — — — — +0.00 —
2012-08-15 DIVIDEND SPG 140 0.99 — — +138.29 —
2012-08-09 DIVIDEND AAPL 1,124 0.09 — — +106.38 —
2012-08-08 DIVIDEND AEP 503 0.47 — — +236.41 —
2012-08-01 BUY DG 324 51.06 — — -16543.44 Core PEG-quality buy: DG PEG 0.50, growth 38.6%.
2012-08-01 BUY WYNN 14 95.3 — — -1334.20 Core PEG-quality buy: WYNN PEG 0.29, growth 70.1%.
2012-08-01 BUY CAT 6 82.65 — — -495.90 Core PEG-quality buy: CAT PEG 0.20, growth 47.7%.
2012-08-01 BUY MS 139 13.51 — — -1877.89 Core PEG-quality buy: MS PEG 0.11, growth 100.0%.
2012-08-01 BUY F 100 9.04 — — -904.00 Core PEG-quality buy: F PEG 0.01, growth 148.6%.
2012-08-01 SELL XOM 209 86.91 2012-07-02 SHORT +18164.19 Exit XOM: no longer in the core long-term set as of 2012-08-01.
2012-08-01 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2012-08-01 INTEREST — — — — — +0.00 —
2012-08-01 DIVIDEND F 1,909 0.05 — — +95.45 —
2012-07-27 DIVIDEND MS 1,198 0.05 — — +59.90 —
2012-07-27 DIVIDEND WYNN 176 0.5 — — +88.00 —
2012-07-18 DIVIDEND CAT 214 0.52 — — +111.28 —
2012-07-13 DIVIDEND EOG 403 0.09 — — +34.26 —
2012-07-02 BUY XOM 209 85.34 — — -17836.06 Core PEG-quality buy: XOM PEG 0.36, growth 25.0%.
2012-07-02 BUY M 31 33.89 — — -1050.59 Core PEG-quality buy: M PEG 0.37, growth 36.8%.
2012-07-02 BUY CAT 214 83.68 — — -17907.52 Core PEG-quality buy: CAT PEG 0.20, growth 47.7%.
2012-07-02 BUY MS 1,198 14.94 — — -17898.12 Core PEG-quality buy: MS PEG 0.11, growth 100.0%.
2012-07-02 BUY EOG 28 44.47 — — -1245.16 Core PEG-quality buy: EOG PEG 0.08, growth 230.8%.
2012-07-02 BUY F 195 9.39 — — -1831.05 Core PEG-quality buy: F PEG 0.01, growth 148.6%.
2012-07-02 SELL DVN 18 57.13 2012-06-01 SHORT +1028.34 Exit DVN: no longer in the core long-term set as of 2012-07-02.
2012-07-02 SELL DVN 10 57.13 2012-05-02 SHORT +571.30 Exit DVN: no longer in the core long-term set as of 2012-07-02.
2012-07-02 SELL DVN 269 57.13 2012-04-02 SHORT +15367.97 Exit DVN: no longer in the core long-term set as of 2012-07-02.
2012-07-02 SELL HAL 53 28.6 2012-04-02 SHORT +1515.80 Exit HAL: no longer in the core long-term set as of 2012-07-02.
2012-07-02 SELL HAL 104 28.6 2012-03-02 SHORT +2974.40 Exit HAL: no longer in the core long-term set as of 2012-07-02.
2012-07-02 SELL HAL 425 28.6 2012-02-01 SHORT +12155.00 Exit HAL: no longer in the core long-term set as of 2012-07-02.
2012-07-02 SELL CVX 5 105.86 2012-04-02 SHORT +529.30 Exit CVX: no longer in the core long-term set as of 2012-07-02.
2012-07-02 SELL CVX 5 105.86 2012-03-02 SHORT +529.30 Exit CVX: no longer in the core long-term set as of 2012-07-02.
2012-07-02 SELL CVX 19 105.86 2012-02-01 SHORT +2011.34 Exit CVX: no longer in the core long-term set as of 2012-07-02.
2012-07-02 SELL CVX 12 105.86 2011-11-30 SHORT +1270.32 Exit CVX: no longer in the core long-term set as of 2012-07-02.
2012-07-02 SELL CVX 19 105.86 2011-10-31 SHORT +2011.34 Exit CVX: no longer in the core long-term set as of 2012-07-02.
2012-07-02 SELL CVX 119 105.86 2011-09-30 SHORT +12597.34 Exit CVX: no longer in the core long-term set as of 2012-07-02.
2012-07-02 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2012-07-02 INTEREST — — — — — +0.02 —
2012-06-13 DIVIDEND DVN 297 0.2 — — +59.40 —
2012-06-13 DIVIDEND M 498 0.2 — — +99.60 —
2012-06-04 DIVIDEND HAL 582 0.09 — — +52.38 —
2012-06-01 BUY WYNN 176 97.38 — — -17138.88 Core PEG-quality buy: WYNN PEG 0.29, growth 91.9%.
2012-06-01 BUY DVN 18 57.99 — — -1043.82 Core PEG-quality buy: DVN PEG 0.21, growth 30.5%.
2012-06-01 BUY EOG 27 45.84 — — -1237.55 Core PEG-quality buy: EOG PEG 0.04, growth 582.9%.
2012-06-01 SELL STX 590 21.74 2012-05-02 SHORT +12826.60 Exit STX: no longer in the core long-term set as of 2012-06-01.
2012-06-01 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2012-06-01 INTEREST — — — — — +0.06 —
2012-05-16 DIVIDEND CVX 179 0.9 — — +161.10 —
2012-05-15 DIVIDEND SPG 140 0.94 — — +131.70 —
2012-05-08 DIVIDEND AEP 503 0.47 — — +236.41 —
2012-05-02 BUY DVN 10 68.06 — — -680.60 Core PEG-quality buy: DVN PEG 0.21, growth 30.5%.
2012-05-02 BUY EOG 5 54.64 — — -273.20 Core PEG-quality buy: EOG PEG 0.04, growth 582.9%.
2012-05-02 BUY STX 590 32.21 — — -19003.90 Core PEG-quality buy: STX PEG 0.04, growth 173.0%.
2012-05-02 BUY F 170 11.1 — — -1887.00 Core PEG-quality buy: F PEG 0.02, growth 164.4%.
2012-05-02 SELL WYNN 5 133.65 2012-04-02 SHORT +668.25 Exit WYNN: no longer in the core long-term set as of 2012-05-02.
2012-05-02 SELL WYNN 2 133.65 2012-03-02 SHORT +267.30 Exit WYNN: no longer in the core long-term set as of 2012-05-02.
2012-05-02 SELL WYNN 13 133.65 2012-02-01 SHORT +1737.45 Exit WYNN: no longer in the core long-term set as of 2012-05-02.
2012-05-02 SELL WYNN 10 133.65 2011-12-30 SHORT +1336.50 Exit WYNN: no longer in the core long-term set as of 2012-05-02.
2012-05-02 SELL WYNN 15 133.65 2011-11-30 SHORT +2004.75 Exit WYNN: no longer in the core long-term set as of 2012-05-02.
2012-05-02 SELL WYNN 14 133.65 2011-10-31 SHORT +1871.10 Exit WYNN: no longer in the core long-term set as of 2012-05-02.
2012-05-02 SELL WYNN 96 133.65 2011-09-30 SHORT +12830.40 Exit WYNN: no longer in the core long-term set as of 2012-05-02.
2012-05-02 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2012-05-01 INTEREST — — — — — +0.04 —
2012-04-30 DIVIDEND F 1,544 0.05 — — +77.20 —
2012-04-12 DIVIDEND EOG 343 0.09 — — +29.16 —
2012-04-02 BUY WYNN 5 125.48 — — -627.40 Core PEG-quality buy: WYNN PEG 0.29, growth 91.9%.
2012-04-02 BUY HAL 53 33.45 — — -1772.85 Core PEG-quality buy: HAL PEG 0.28, growth 36.8%.
2012-04-02 BUY CVX 5 108.3 — — -541.50 Core PEG-quality buy: CVX PEG 0.24, growth 32.2%.
2012-04-02 BUY SPG 140 138.23 — — -19352.40 Core PEG-quality buy: SPG PEG 0.31, growth 88.4%.
2012-04-02 BUY DVN 269 72.33 — — -19456.77 Core PEG-quality buy: DVN PEG 0.21, growth 30.5%.
2012-04-02 BUY EOG 8 56.67 — — -453.40 Core PEG-quality buy: EOG PEG 0.04, growth 582.9%.
2012-04-02 BUY F 43 12.62 — — -542.66 Core PEG-quality buy: F PEG 0.02, growth 164.4%.
2012-04-02 SELL SCHW 74 14.55 2012-03-02 SHORT +1076.70 Exit SCHW: no longer in the core long-term set as of 2012-04-02.
2012-04-02 SELL SCHW 1,308 14.55 2012-02-01 SHORT +19031.40 Exit SCHW: no longer in the core long-term set as of 2012-04-02.
2012-04-02 SELL CAT 25 107.25 2011-09-30 SHORT +2681.25 Exit CAT: no longer in the core long-term set as of 2012-04-02.
2012-04-02 SELL CAT 4 107.25 2011-08-02 SHORT +429.00 Exit CAT: no longer in the core long-term set as of 2012-04-02.
2012-04-02 SELL CAT 148 107.25 2011-07-01 SHORT +15873.00 Exit CAT: no longer in the core long-term set as of 2012-04-02.
2012-04-02 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2012-04-02 INTEREST — — — — — +0.05 —
2012-03-13 DIVIDEND M 498 0.2 — — +99.60 —
2012-03-05 DIVIDEND HAL 529 0.09 — — +47.61 —
2012-03-02 BUY HAL 104 36.05 — — -3749.20 Core PEG-quality buy: HAL PEG 0.21, growth 53.2%.
2012-03-02 BUY SCHW 74 13.82 — — -1022.68 Core PEG-quality buy: SCHW PEG 0.19, growth 84.2%.
2012-03-02 BUY CVX 5 109.61 — — -548.05 Core PEG-quality buy: CVX PEG 0.19, growth 41.8%.
2012-03-02 BUY AEP 108 37.96 — — -4099.68 Core PEG-quality buy: AEP PEG 0.17, growth 58.9%.
2012-03-02 BUY M 40 38.31 — — -1532.40 Core PEG-quality buy: M PEG 0.24, growth 47.5%.
2012-03-02 BUY WYNN 2 127.27 — — -254.54 Core PEG-quality buy: WYNN PEG 0.08, growth 278.3%.
2012-03-02 BUY EOG 41 56.95 — — -2334.95 Core PEG-quality buy: EOG PEG 0.04, growth 540.6%.
2012-03-02 BUY F 238 12.72 — — -3027.36 Core PEG-quality buy: F PEG 0.01, growth 197.6%.
2012-03-02 SELL AMD 2,555 7.46 2011-08-02 SHORT +19060.30 Exit AMD: rescue tactical hold recovered/timed out.
2012-03-02 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2012-03-01 INTEREST — — — — — +0.00 —
2012-02-15 DIVIDEND CVX 169 0.81 — — +136.89 —
2012-02-14 DIVIDEND WYNN 148 0.5 — — +74.00 —
2012-02-08 DIVIDEND SCHW 1,308 0.06 — — +78.48 —
2012-02-08 DIVIDEND AEP 395 0.47 — — +185.65 —
2012-02-01 BUY HAL 425 36.64 — — -15572.00 Core PEG-quality buy: HAL PEG 0.21, growth 53.2%.
2012-02-01 BUY SCHW 1,308 11.91 — — -15578.28 Core PEG-quality buy: SCHW PEG 0.19, growth 84.2%.
2012-02-01 BUY CVX 19 102.79 — — -1953.01 Core PEG-quality buy: CVX PEG 0.19, growth 41.8%.
2012-02-01 BUY M 458 33.99 — — -15567.42 Core PEG-quality buy: M PEG 0.24, growth 47.5%.
2012-02-01 BUY AEP 395 39.4 — — -15563.00 Core PEG-quality buy: AEP PEG 0.17, growth 58.9%.
2012-02-01 BUY WYNN 13 117.75 — — -1530.75 Core PEG-quality buy: WYNN PEG 0.08, growth 278.3%.
2012-02-01 BUY EOG 294 52.95 — — -15567.30 Core PEG-quality buy: EOG PEG 0.04, growth 540.6%.
2012-02-01 BUY F 1,263 12.33 — — -15572.79 Core PEG-quality buy: F PEG 0.01, growth 197.6%.
2012-02-01 SELL XOM 108 83.97 2011-12-30 SHORT +9068.76 Exit XOM: no longer in the core long-term set as of 2012-02-01.
2012-02-01 SELL GE 25 89.95 2011-12-30 SHORT +2248.85 Exit GE: no longer in the core long-term set as of 2012-02-01.
2012-02-01 SELL GE 142 89.95 2011-11-30 SHORT +12773.47 Exit GE: no longer in the core long-term set as of 2012-02-01.
2012-02-01 SELL WFC 90 29.89 2011-12-30 SHORT +2690.10 Exit WFC: no longer in the core long-term set as of 2012-02-01.
2012-02-01 SELL WFC 420 29.89 2011-11-30 SHORT +12553.80 Exit WFC: no longer in the core long-term set as of 2012-02-01.
2012-02-01 SELL FCX 20 46.16 2011-12-30 SHORT +923.20 Exit FCX: no longer in the core long-term set as of 2012-02-01.
2012-02-01 SELL FCX 15 46.16 2011-11-30 SHORT +692.40 Exit FCX: no longer in the core long-term set as of 2012-02-01.
2012-02-01 SELL FCX 18 46.16 2011-10-31 SHORT +830.88 Exit FCX: no longer in the core long-term set as of 2012-02-01.
2012-02-01 SELL FCX 364 46.16 2011-09-30 SHORT +16802.24 Exit FCX: no longer in the core long-term set as of 2012-02-01.
2012-02-01 SELL PFE 37 20.22 2011-11-30 SHORT +748.07 Exit PFE: no longer in the core long-term set as of 2012-02-01.
2012-02-01 SELL PFE 125 20.22 2011-10-31 SHORT +2527.28 Exit PFE: no longer in the core long-term set as of 2012-02-01.
2012-02-01 SELL PFE 660 20.22 2011-09-30 SHORT +13344.01 Exit PFE: no longer in the core long-term set as of 2012-02-01.
2012-02-01 SELL VZ 428 37.8 2011-07-01 SHORT +16178.40 Exit VZ: no longer in the core long-term set as of 2012-02-01.
2012-02-01 DEPOSIT — — — — — +5000.00 Monthly contribution x2
2012-02-01 INTEREST — — — — — +0.00 —
2012-02-01 DIVIDEND WFC 510 0.12 — — +61.20 —
2012-02-01 DIVIDEND PFE 822 0.21 — — +171.58 —
2012-01-18 DIVIDEND CAT 177 0.46 — — +81.42 —
2012-01-11 DIVIDEND FCX 417 0.25 — — +104.25 —
2012-01-06 DIVIDEND VZ 428 0.5 — — +214.00 —
2012-01-03 INTEREST — — — — — +0.00 —
2011-12-30 BUY XOM 108 84.76 — — -9154.08 Core PEG-quality buy: XOM PEG 0.19, growth 47.2%.
2011-12-30 BUY GE 25 85.83 — — -2145.82 Core PEG-quality buy: GE PEG 0.15, growth 45.6%.
2011-12-30 BUY WFC 90 27.56 — — -2480.40 Core PEG-quality buy: WFC PEG 0.14, growth 62.7%.
2011-12-30 BUY FCX 20 36.79 — — -735.80 Core PEG-quality buy: FCX PEG 0.13, growth 40.1%.
2011-12-30 BUY WYNN 10 110.49 — — -1104.90 Core PEG-quality buy: WYNN PEG 0.02, growth 1125.7%.
2011-12-30 SELL HAL 124 34.51 2011-11-30 SHORT +4279.24 Exit HAL: no longer in the core long-term set as of 2011-12-30.
2011-12-30 SELL HAL 252 34.51 2011-10-31 SHORT +8696.52 Exit HAL: no longer in the core long-term set as of 2011-12-30.
2011-12-30 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2011-12-22 DIVIDEND GE 142 0.81 — — +115.69 —
2011-12-01 INTEREST — — — — — +0.01 —
2011-11-30 BUY HAL 124 36.8 — — -4563.20 Core PEG-quality buy: HAL PEG 0.16, growth 68.7%.
2011-11-30 BUY GE 142 76.25 — — -10827.17 Core PEG-quality buy: GE PEG 0.15, growth 45.6%.
2011-11-30 BUY WFC 420 25.86 — — -10861.20 Core PEG-quality buy: WFC PEG 0.14, growth 62.7%.
2011-11-30 BUY AAPL 102 13.65 — — -1392.30 Core PEG-quality buy: AAPL PEG 0.17, growth 83.3%.
2011-11-30 BUY FCX 15 39.6 — — -594.00 Core PEG-quality buy: FCX PEG 0.13, growth 40.1%.
2011-11-30 BUY PFE 37 19.04 — — -704.54 Core PEG-quality buy: PFE PEG 0.12, growth 97.3%.
2011-11-30 BUY CVX 12 102.82 — — -1233.84 Core PEG-quality buy: CVX PEG 0.11, growth 61.3%.
2011-11-30 BUY WYNN 15 120.56 — — -1808.40 Core PEG-quality buy: WYNN PEG 0.02, growth 1125.7%.
2011-11-30 SELL ADBE 20 27.42 2011-10-31 SHORT +548.40 Exit ADBE: no longer in the core long-term set as of 2011-11-30.
2011-11-30 SELL ADBE 238 27.42 2011-09-30 SHORT +6525.96 Exit ADBE: no longer in the core long-term set as of 2011-11-30.
2011-11-30 SELL ADBE 268 27.42 2011-08-02 SHORT +7348.56 Exit ADBE: no longer in the core long-term set as of 2011-11-30.
2011-11-30 SELL MOS 30 52.76 2011-09-30 SHORT +1582.80 Exit MOS: no longer in the core long-term set as of 2011-11-30.
2011-11-30 SELL MOS 238 52.76 2011-07-01 SHORT +12556.88 Exit MOS: no longer in the core long-term set as of 2011-11-30.
2011-11-30 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2011-11-30 DIVIDEND HAL 252 0.09 — — +22.68 —
2011-11-21 DIVIDEND WYNN 110 5 — — +550.00 —
2011-11-16 DIVIDEND CVX 138 0.81 — — +111.78 —
2011-11-08 DIVIDEND PFE 785 0.19 — — +148.96 —
2011-11-01 INTEREST — — — — — +0.00 —
2011-11-01 DIVIDEND MOS 268 0.05 — — +13.40 —
2011-10-31 BUY HAL 252 37.36 — — -9414.72 Core PEG-quality buy: HAL PEG 0.16, growth 68.7%.
2011-10-31 BUY FCX 18 40.26 — — -724.68 Core PEG-quality buy: FCX PEG 0.13, growth 40.1%.
2011-10-31 BUY ADBE 20 29.41 — — -588.20 Core PEG-quality buy: ADBE PEG 0.13, growth 103.4%.
2011-10-31 BUY AAPL 115 14.46 — — -1662.49 Core PEG-quality buy: AAPL PEG 0.17, growth 83.3%.
2011-10-31 BUY PFE 125 18.27 — — -2284.15 Core PEG-quality buy: PFE PEG 0.12, growth 97.3%.
2011-10-31 BUY CVX 19 105.05 — — -1995.95 Core PEG-quality buy: CVX PEG 0.11, growth 61.3%.
2011-10-31 BUY WYNN 14 132.8 — — -1859.20 Core PEG-quality buy: WYNN PEG 0.02, growth 1125.7%.
2011-10-31 SELL DE 12 75.9 2011-09-30 SHORT +910.80 Exit DE: no longer in the core long-term set as of 2011-10-31.
2011-10-31 SELL DE 3 75.9 2011-08-02 SHORT +227.70 Exit DE: no longer in the core long-term set as of 2011-10-31.
2011-10-31 SELL DE 191 75.9 2011-07-01 SHORT +14496.90 Exit DE: no longer in the core long-term set as of 2011-10-31.
2011-10-31 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2011-10-31 DIVIDEND WYNN 96 0.5 — — +48.00 —
2011-10-20 DIVIDEND CAT 177 0.46 — — +81.42 —
2011-10-12 DIVIDEND FCX 364 0.25 — — +91.00 —
2011-10-05 DIVIDEND VZ 428 0.5 — — +214.00 —
2011-10-03 INTEREST — — — — — +0.01 —
2011-09-30 BUY ADBE 238 24.17 — — -5752.46 Core PEG-quality buy: ADBE PEG 0.13, growth 103.4%.
2011-09-30 BUY FCX 364 30.45 — — -11083.80 Core PEG-quality buy: FCX PEG 0.13, growth 40.1%.
2011-09-30 BUY AAPL 384 13.62 — — -5229.54 Core PEG-quality buy: AAPL PEG 0.17, growth 83.3%.
2011-09-30 BUY PFE 660 16.77 — — -11070.97 Core PEG-quality buy: PFE PEG 0.12, growth 97.3%.
2011-09-30 BUY DE 12 64.57 — — -774.84 Core PEG-quality buy: DE PEG 0.11, growth 119.1%.
2011-09-30 BUY CVX 119 92.59 — — -11018.21 Core PEG-quality buy: CVX PEG 0.11, growth 61.3%.
2011-09-30 BUY CAT 25 73.84 — — -1846.00 Core PEG-quality buy: CAT PEG 0.10, growth 114.8%.
2011-09-30 BUY MOS 30 48.97 — — -1469.10 Core PEG-quality buy: MOS PEG 0.07, growth 231.2%.
2011-09-30 BUY WYNN 96 115.08 — — -11047.68 Core PEG-quality buy: WYNN PEG 0.02, growth 1125.7%.
2011-09-30 SELL T 676 21.54 2011-07-01 SHORT +14561.58 Exit T: no longer in the core long-term set as of 2011-09-30.
2011-09-30 SELL BA 4 60.51 2011-08-02 SHORT +242.04 Exit BA: no longer in the core long-term set as of 2011-09-30.
2011-09-30 SELL BA 217 60.51 2011-07-01 SHORT +13130.67 Exit BA: no longer in the core long-term set as of 2011-09-30.
2011-09-30 SELL DUK 282 59.97 2011-07-01 SHORT +16911.54 Exit DUK: no longer in the core long-term set as of 2011-09-30.
2011-09-30 SELL DVN 205 55.44 2011-07-01 SHORT +11365.20 Exit DVN: no longer in the core long-term set as of 2011-09-30.
2011-09-30 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2011-09-28 DIVIDEND DE 194 0.41 — — +79.54 —
2011-09-13 DIVIDEND DVN 205 0.17 — — +34.85 —
2011-09-01 INTEREST — — — — — +0.01 —
2011-08-10 DIVIDEND BA 221 0.42 — — +92.82 —
2011-08-10 DIVIDEND DUK 282 0.75 — — +211.50 —
2011-08-02 BUY AMD 2,555 7.11 — — -18166.05 Tactical mega-cap swing buy: AMD -12.6% below midpoint, range 0.29.
2011-08-02 BUY ADBE 268 27.03 — — -7244.04 Core PEG-quality buy: ADBE PEG 0.11, growth 162.0%.
2011-08-02 BUY AAPL 523 13.89 — — -7264.26 Core PEG-quality buy: AAPL PEG 0.15, growth 91.5%.
2011-08-02 BUY DE 3 76.82 — — -230.46 Core PEG-quality buy: DE PEG 0.11, growth 119.1%.
2011-08-02 BUY CAT 4 97.18 — — -388.72 Core PEG-quality buy: CAT PEG 0.12, growth 145.3%.
2011-08-02 BUY BA 4 67.7 — — -270.80 Core PEG-quality buy: BA PEG 0.06, growth 254.9%.
2011-08-02 SELL FCX 302 51.44 2011-07-01 SHORT +15534.88 Exit FCX: no longer in the core long-term set as of 2011-08-02.
2011-08-02 SELL AMAT 1,217 12.08 2011-07-01 SHORT +14701.36 Exit AMAT: no longer in the core long-term set as of 2011-08-02.
2011-08-02 DEPOSIT — — — — — +2500.00 Monthly contribution x1
2011-08-02 DIVIDEND MOS 238 0.05 — — +11.90 —
2011-08-01 INTEREST — — — — — +0.01 —
2011-07-18 DIVIDEND CAT 148 0.46 — — +68.08 —
2011-07-13 DIVIDEND FCX 302 0.25 — — +75.50 —
2011-07-06 DIVIDEND T 676 0.43 — — +290.68 —
2011-07-06 DIVIDEND VZ 428 0.49 — — +208.86 —
2011-07-01 BUY NVDA 100,195 0.4 — — -40458.74 Tactical mega-cap swing buy: NVDA -17.6% below midpoint, range 0.07.
2011-07-01 BUY FCX 302 53.5 — — -16157.00 Core PEG-quality buy: FCX PEG 0.18, growth 50.9%.
2011-07-01 BUY T 676 23.93 — — -16174.99 Core PEG-quality buy: T PEG 0.10, growth 67.0%.
2011-07-01 BUY DE 191 84.54 — — -16147.14 Core PEG-quality buy: DE PEG 0.11, growth 150.9%.
2011-07-01 BUY CAT 148 108.62 — — -16075.76 Core PEG-quality buy: CAT PEG 0.12, growth 145.3%.
2011-07-01 BUY BA 217 74.27 — — -16116.59 Core PEG-quality buy: BA PEG 0.06, growth 254.9%.
2011-07-01 BUY DUK 282 57.21 — — -16133.22 Core PEG-quality buy: DUK PEG 0.06, growth 201.3%.
2011-07-01 BUY DVN 205 78.76 — — -16145.80 Core PEG-quality buy: DVN PEG 0.06, growth 96.5%.
2011-07-01 BUY AMAT 1,217 13.29 — — -16173.93 Core PEG-quality buy: AMAT PEG 0.05, growth 271.9%.
2011-07-01 BUY MOS 238 67.83 — — -16143.54 Core PEG-quality buy: MOS PEG 0.05, growth 329.9%.
2011-07-01 BUY VZ 428 37.8 — — -16178.40 Core PEG-quality buy: VZ PEG 0.03, growth 522.2%.
2011-07-01 DEPOSIT — — — — — +2500.00 Monthly contribution (first month)
2011-07-01 DEPOSIT — — — — — +200000.00 Initial capital
storage/stock-reports/211/values.log
Snapshots
1,260
First value
202,025.06
Latest value
677,071.14
Net change
475,046.08
Total Value 677,071.14
+475,046.08 (+235.14%) 2011-07-05 -> 2016-07-06