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Latest strategy analysis on March 03, 2025
Average 240-day Watchlist Performance: 37.80%

Symbol ⇅Price ⇅240-day
Avg. Vol. ⇅
240-day
Strategy Perf. ⇅
Status ⇅
AB
AllianceBernstein Holding L.P. Units
Status summary: Sold at 31.03 | Trade Gain: 8.19% | Cumulative Gain: 1.53% more..
31.03 326K 26.61% Sold
ABR
Arbor Realty Trust Common Stock
Status summary: Price change since the last sell: -3.98% more..
15.18 4M 61.48% Avoid
AEG
Aegon Ltd. New York Registry Shares
Status summary: Last price: 5.76 | Sell if close ≤ 5.75 | Risk: 0.29% | Unrealized Gain: 0.52% more..
5.76 2M 25.94% Hold
AES
The AES Corporation Common Stock
Status summary: Last price: 19.25 | Sell if close ≤ 19.23 | Risk: -0.45% | Unrealized Gain: -0.34% more..
19.25 6M 144.95% Hold
AGNC
AGNC Investment Corp. Common Stock
Status summary: Sold at 9.81 | Trade Gain: 8.70% | Cumulative Gain: 4.64% more..
9.81 13M 29.45% Sold
APAM
Artisan Partners Asset Management Inc. Class A Common Stock
Status summary: Price change since the last sell: -1.58% more..
44.18 655K 105.01% Avoid
AQN
Algonquin Power & Utilities Corp. Common Shares
Status summary: Price change since the last sell: 0.00% more..
6.32 5M 22.00% Avoid
ARCC
Ares Capital Corporation Common Stock
Status summary: Sold at 20.03 | Trade Gain: 1.11% | Cumulative Gain: -0.51% more..
20.03 3M 0.05% Sold
ARE
Alexandria Real Estate Equities Inc. Common Stock
Status summary: Bought at 128.97 and Sold at 126.77 | Trade Gain: -1.71% | Cumulative Gain: -1.82% more..
126.77 1M 22.09% Stop
ARLP
Alliance Resource Partners L.P. Common Units representing Limited Partners Interests
Status summary: Last price: 21.18 | Sell if close ≤ 20.35 | Risk: 0.00% | Unrealized Gain: 4.08% more..
21.18 474K 6.29% Hold
AVA
Avista Corporation Common Stock
Status summary: Price change since the last sell: 0.31% more..
35.74 731K 2.40% Avoid
BBVA
Banco Bilbao Vizcaya Argentaria S.A. Common Stock
Status summary: Buy if stock trades above 9.13 | Sell if close ≤ 9.07 | Risk: -0.59% more..
9.11 1M 21.36% Attention
BCE
BCE Inc. Common Stock
Status summary: Last price: 39.38 | Sell if close ≤ 39.28 | Risk: 1.13% | Unrealized Gain: 1.39% more..
39.38 1M 40.62% Hold
BEN
Franklin Resources Inc. Common Stock
Status summary: Sold at 29.79 | Trade Gain: 19.02% | Cumulative Gain: 16.20% more..
29.79 3M 43.72% Sold
BEP
Brookfield Renewable Partners L.P. Limited Partnership Units
Status summary: Price change since the last sell: -1.79% more..
26.28 382K -4.63% Avoid
BHP
BHP Group Limited American Depositary Shares (Each representing two Ordinary Shares)
Status summary: Last price: 68.31 | Sell if close ≤ 67.28 | Risk: 7.51% | Unrealized Gain: 9.16% more..
68.31 3M -1.49% Hold
BIP
Brookfield Infrastructure Partners LP Limited Partnership Units
Status summary: Price change since the last sell: 0.06% more..
31.49 484K 44.43% Avoid
BNS
Bank Nova Scotia Halifax Pfd 3 Ordinary Shares
Status summary: Last price: 48.69 | Sell if close ≤ 48.61 | Risk: 2.02% | Unrealized Gain: 2.18% more..
48.69 2M 31.10% Hold
BTG
B2Gold Corp Common shares (Canada)
Status summary: Price change since the last sell: -0.94% more..
3.16 8M 84.12% Avoid
BTI
British American Tobacco Industries p.l.c. Common Stock ADR
Status summary: Price change since the last sell: -0.68% more..
29.29 4M 32.26% Avoid
BXMT
Blackstone Mortgage Trust Inc. Common Stock
Status summary: Price change since the last sell: -2.88% more..
21.27 3M 21.10% Avoid
BXP
BXP Inc. Common Stock
Status summary: Sold at 70.17 | Trade Gain: 26.01% | Cumulative Gain: 30.55% more..
70.17 2M 83.81% Sold
CAG
ConAgra Brands Inc. Common Stock
Status summary: Price change since the last sell: -2.28% more..
28.66 4M 35.07% Avoid
CALM
Cal-Maine Foods Inc. Common Stock
Status summary: Last price: 57.39 | Sell if close ≤ 57.37 | Risk: 1.90% | Unrealized Gain: 1.94% more..
57.39 859K 0.18% Hold
CCI
Crown Castle Inc. Common Stock
Status summary: Price change since the last sell: 0.56% more..
115.19 3M 42.83% Avoid
CCOI
Cogent Communications Holdings Inc.
Status summary: Last price: 76.06 | Sell if close ≤ 75.50 | Risk: 13.07% | Unrealized Gain: 13.91% more..
76.06 331K 14.93% Hold
COLB
Columbia Banking System Inc. Common Stock
Status summary: Sold at 26.68 | Trade Gain: -0.30% | Cumulative Gain: 9.91% more..
26.68 2M 43.88% Sold
CPA
Copa Holdings S.A. Class A Common Stock
Status summary: Sold at 106.31 | Trade Gain: 0.39% | Cumulative Gain: 24.89% more..
106.31 458K 34.40% Sold
CQP
Cheniere Energy Partners LP Common Units
Status summary: Price change since the last sell: -14.20% more..
49.79 201K -5.99% Avoid
CUBE
CubeSmart Common Shares
Status summary: Sold at 46.35 | Trade Gain: 18.94% | Cumulative Gain: 21.96% more..
46.35 2M 38.41% Sold
CVS
CVS Health Corporation Common Stock
Status summary: Buy if stock trades above 79.16 | Sell if close ≤ 78.95 | Risk: -0.27% more..
78.96 9M 23.72% Attention
D
Dominion Energy Inc. Common Stock
Status summary: Buy if stock trades above 47.10 | Sell if close ≤ 46.98 | Risk: -0.26% more..
47.00 5M 53.76% Attention
DKL
Delek Logistics Partners L.P. Common Units representing Limited Partner Interests
Status summary: Buy if stock trades above 43.38 | Sell if close ≤ 42.82 | Risk: -1.29% more..
43.17 56K 6.61% Attention
DOC
Healthpeak Properties Inc. Common Stock
Status summary: Last price: 19.80 | Sell if close ≤ 19.63 | Risk: 17.75% | Unrealized Gain: 18.78% more..
19.80 5M 69.47% Hold
E
ENI S.p.A. Common Stock
Status summary: Buy if stock trades above 34.08 | Sell if close ≤ 33.97 | Risk: -0.32% more..
34.01 315K 13.48% Attention
EIX
Edison International Common Stock
Status summary: Last price: 71.49 | Sell if close ≤ 70.36 | Risk: 0.39% | Unrealized Gain: 2.01% more..
71.49 2M -3.40% Hold
EPD
Enterprise Products Partners L.P. Common Stock
Status summary: Bought at 26.30 | Sell if close ≤ 26.25 | Risk: -0.15% more..
26.35 4M -2.38% Bought
EPR
EPR Properties Common Stock
Status summary: Sold at 48.45 | Trade Gain: 4.92% | Cumulative Gain: 21.44% more..
48.45 565K 22.13% Sold
EQNR
Equinor ASA
Status summary: Price change since the last sell: 0.25% more..
31.64 3M -16.07% Avoid
ES
Eversource Energy (D/B/A) Common Stock
Status summary: Last price: 61.72 | Sell if close ≤ 61.50 | Risk: -0.21% | Unrealized Gain: 0.14% more..
61.72 2M 28.53% Hold
ET
Energy Transfer LP Common Units
Status summary: Buy if stock trades above 13.80 | Sell if close ≤ 13.79 | Risk: -0.06% more..
13.80 12M -12.72% Attention
F
Ford Motor Company Common Stock
Status summary: Last price: 12.19 | Sell if close ≤ 12.17 | Risk: 14.86% | Unrealized Gain: 15.00% more..
12.19 58M 29.28% Hold
FIBK
First Interstate BancSystem Inc. Common Stock (DE)
Status summary: Sold at 30.75 | Trade Gain: 18.54% | Cumulative Gain: 32.79% more..
30.75 742K 115.43% Sold
FMS
Fresenius Medical Care AG American Depositary Shares (Each representing 1/2 of an Ordinary Share)
Status summary: Price change since the last sell: -0.48% more..
20.83 628K 49.96% Avoid
FSK
FS KKR Capital Corp. Common Stock
Status summary: Sold at 19.97 | Trade Gain: -0.65% | Cumulative Gain: 0.12% more..
19.97 1M -5.09% Sold
GBDC
Golub Capital BDC Inc. Common Stock
Status summary: Sold at 15.10 | Trade Gain: -0.23% | Cumulative Gain: -1.43% more..
15.10 655K -11.51% Sold
GLPI
Gaming and Leisure Properties Inc. Common Stock
Status summary: Sold at 49.35 | Trade Gain: 3.35% | Cumulative Gain: 7.10% more..
49.35 2M 16.85% Sold
HAS
Hasbro Inc. Common Stock
Status summary: Sold at 51.06 | Trade Gain: -0.38% | Cumulative Gain: 10.40% more..
51.06 2M 53.17% Sold
HASI
HA Sustainable Infrastructure Capital Inc. Common Stock
Status summary: Price change since the last sell: -1.96% more..
27.58 1M 179.65% Avoid
HIW
Highwoods Properties Inc. Common Stock
Status summary: Sold at 22.96 | Trade Gain: -1.63% | Cumulative Gain: 22.65% more..
22.96 1M 96.18% Sold
HR
Healthcare Realty Trust Incorporated Common Stock
Status summary: Sold at 17.23 | Trade Gain: -0.55% | Cumulative Gain: -3.68% more..
17.23 3M 9.21% Sold
HTGC
Hercules Capital Inc. Common Stock
Status summary: Sold at 16.67 | Trade Gain: 7.58% | Cumulative Gain: 31.60% more..
16.67 1M 45.17% Sold
HUN
Huntsman Corporation Common Stock
Status summary: Price change since the last sell: -1.14% more..
25.13 2M 26.06% Avoid
IEP
Icahn Enterprises L.P. Common Stock
Status summary: Last price: 17.19 | Sell if close ≤ 17.11 | Risk: 0.64% | Unrealized Gain: 1.12% more..
17.19 1M 248.69% Hold
ING
ING Group N.V. Common Stock
Status summary: Price change since the last sell: 0.07% more..
15.02 3M 15.42% Avoid
ITUB
Itau Unibanco Banco Holding SA American Depositary Shares (Each repstg 500 Preferred shares)
Status summary: Last price: 6.95 | Sell if close ≤ 6.93 | Risk: 2.30% | Unrealized Gain: 2.58% more..
6.95 22M 9.72% Hold
KRC
Kilroy Realty Corporation Common Stock
Status summary: Price change since the last sell: -2.23% more..
39.84 1M 111.69% Avoid
LNC
Lincoln National Corporation Common Stock
Status summary: Sold at 26.97 | Trade Gain: 10.24% | Cumulative Gain: 16.44% more..
26.97 3M 57.24% Sold
LXP
LXP Industrial Trust Common Stock (Maryland REIT)
Status summary: Sold at 9.92 | Trade Gain: 1.38% | Cumulative Gain: 21.78% more..
9.92 2M 65.80% Sold
LYB
LyondellBasell Industries NV Ordinary Shares Class A (Netherlands)
Status summary: Price change since the last sell: -0.64% more..
95.08 2M 11.94% Avoid
LYG
Lloyds Banking Group Plc American Depositary Shares
Status summary: Sold at 2.39 | Trade Gain: 10.14% | Cumulative Gain: 10.28% more..
2.39 10M 25.73% Sold
MAN
ManpowerGroup Common Stock
Status summary: Last price: 79.47 | Sell if close ≤ 79.35 | Risk: 0.15% | Unrealized Gain: 0.30% more..
79.47 340K -1.73% Hold
MO
Altria Group Inc.
Status summary: Price change since the last sell: -2.47% more..
40.34 8M -0.98% Avoid
MPLX
MPLX LP Common Units Representing Limited Partner Interests
Status summary: Buy if stock trades above 36.77 | Sell if close ≤ 36.55 | Risk: -0.58% more..
36.72 2M -10.13% Attention
MPW
Medical Properties Trust Inc. common stock
Status summary: Price change since the last sell: 1.24% more..
4.91 14M 205.21% Avoid
MTN
Vail Resorts Inc. Common Stock
Status summary: Price change since the last sell: -3.56% more..
213.47 402K 13.97% Avoid
NGG
National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares
Status summary: Sold at 67.99 | Trade Gain: -0.60% | Cumulative Gain: 16.11% more..
67.99 358K 29.03% Sold
NHI
National Health Investors Inc. Common Stock
Status summary: Price change since the last sell: -1.50% more..
55.85 196K 6.92% Avoid
NLY
Annaly Capital Management Inc. Common Stock
Status summary: Price change since the last sell: -2.57% more..
19.37 5M 37.02% Avoid
NNN
NNN REIT Inc. Common Stock
Status summary: Sold at 43.10 | Trade Gain: 2.30% | Cumulative Gain: 10.40% more..
43.10 1M 37.64% Sold
NWG
NatWest Group plc American Depositary Shares (each representing two (2) Ordinary Shares)
Status summary: Sold at 5.63 | Trade Gain: -1.23% | Cumulative Gain: 17.47% more..
5.63 2M 81.86% Sold
O
Realty Income Corporation Common Stock
Status summary: Sold at 57.42 | Trade Gain: 5.04% | Cumulative Gain: 4.08% more..
57.42 5M 25.00% Sold
OHI
Omega Healthcare Investors Inc. Common Stock
Status summary: Price change since the last sell: -0.52% more..
30.66 2M 12.84% Avoid
OMF
OneMain Holdings Inc. Common Stock
Status summary: Sold at 49.20 | Trade Gain: 24.09% | Cumulative Gain: 37.12% more..
49.20 993K 51.64% Sold
OUT
OUTFRONT Media Inc. Common Stock
Status summary: Sold at 14.30 | Trade Gain: 3.79% | Cumulative Gain: 15.21% more..
14.30 2M 61.02% Sold
PBA
Pembina Pipeline Corp. Ordinary Shares (Canada)
Status summary: Last price: 34.42 | Sell if close ≤ 34.41 | Risk: 0.88% | Unrealized Gain: 0.91% more..
34.42 864K 20.25% Hold
PFE
Pfizer Inc. Common Stock
Status summary: Last price: 28.79 | Sell if close ≤ 28.41 | Risk: -1.11% | Unrealized Gain: 0.21% more..
28.79 28M 43.26% Hold
PFS
Provident Financial Services Inc Common Stock
Status summary: Sold at 18.03 | Trade Gain: 16.77% | Cumulative Gain: 21.92% more..
18.03 510K 82.16% Sold
PHI
PLDT Inc. Sponsored ADR
Status summary: Price change since the last sell: 0.04% more..
23.43 56K -8.10% Avoid
PII
Polaris Inc. Common Stock
Status summary: Last price: 94.77 | Sell if close ≤ 94.60 | Risk: 4.98% | Unrealized Gain: 5.18% more..
94.77 634K 67.15% Hold
PPBI
Pacific Premier Bancorp Inc
Status summary: Sold at 29.11 | Trade Gain: 27.23% | Cumulative Gain: 56.90% more..
29.11 564K 157.14% Sold
RCI
Rogers Communication Inc. Common Stock
Status summary: Last price: 46.81 | Sell if close ≤ 46.78 | Risk: 1.82% | Unrealized Gain: 1.89% more..
46.81 340K 36.36% Hold
RIO
Rio Tinto Plc Common Stock
Status summary: Sold at 74.46 | Trade Gain: 0.20% | Cumulative Gain: 5.90% more..
74.46 3M 15.06% Sold
RITM
Rithm Capital Corp. Common Stock
Status summary: Price change since the last sell: -1.39% more..
10.68 4M 35.16% Avoid
SBRA
Sabra Health Care REIT Inc. Common Stock
Status summary: Sold at 14.27 | Trade Gain: -1.18% | Cumulative Gain: 9.24% more..
14.27 2M 11.16% Sold
STLA
Stellantis N.V. Common Shares
Status summary: Sold at 23.32 | Trade Gain: -0.47% | Cumulative Gain: 34.62% more..
23.32 6M 18.75% Sold
STWD
STARWOOD PROPERTY TRUST INC. Starwood Property Trust Inc.
Status summary: Price change since the last sell: -1.41% more..
21.02 3M 29.75% Avoid
SUN
Sunoco LP Common Units representing limited partner interests
Status summary: Sold at 59.93 | Trade Gain: 8.63% | Cumulative Gain: 12.48% more..
59.93 325K -4.57% Sold
TD
Toronto Dominion Bank (The) Common Stock
Status summary: Price change since the last sell: 0.28% more..
64.62 3M 26.32% Avoid
TEF
Telefonica SA Common Stock
Status summary: Price change since the last sell: -2.50% more..
3.90 982K 25.00% Avoid
TFSL
TFS Financial Corporation Common Stock
Status summary: Sold at 14.69 | Trade Gain: 9.18% | Cumulative Gain: 37.75% more..
14.69 341K 90.78% Sold
TSLX
Sixth Street Specialty Lending Inc. Common Stock
Status summary: Last price: 21.60 | Sell if close ≤ 21.58 | Risk: 1.31% | Unrealized Gain: 1.41% more..
21.60 386K -2.25% Hold
TTE
TotalEnergies SE
Status summary: Price change since the last sell: 0.69% more..
67.38 1M -14.82% Avoid
TU
Telus Corporation Ordinary Shares
Status summary: Last price: 17.79 | Sell if close ≤ 17.78 | Risk: 0.29% | Unrealized Gain: 0.34% more..
17.79 2M 31.78% Hold
TX
Ternium S.A. Ternium S.A. American Depositary Shares (each representing ten shares USD1.00 par value)
Status summary: Price change since the last sell: -0.45% more..
42.47 225K 84.20% Avoid
UGI
UGI Corporation Common Stock
Status summary: Last price: 24.60 | Sell if close ≤ 24.59 | Risk: 2.83% | Unrealized Gain: 2.89% more..
24.60 2M 47.38% Hold
UPS
United Parcel Service Inc. Common Stock
Status summary: Price change since the last sell: 0.17% more..
157.23 3M 16.60% Avoid
USAC
USA Compression Partners LP Common Units Representing Limited Partner Interests
Status summary: Price change since the last sell: -5.23% more..
22.83 283K 4.32% Avoid
WBA
Walgreens Boots Alliance Inc. Common Stock
Status summary: Sold at 26.11 | Trade Gain: 25.38% | Cumulative Gain: 23.40% more..
26.11 10M 107.67% Sold
WDS
Woodside Energy Group Limited American Depositary Shares each representing one Ordinary Share
Status summary: Price change since the last sell: -0.94% more..
21.09 556K 49.72% Avoid
WEN
Wendy's Company (The) Common Stock
Status summary: Price change since the last sell: -1.86% more..
19.48 3M 2.37% Avoid
WES
Western Midstream Partners LP Common Units Representing Limited Partner Interests
Status summary: Last price: 29.26 | Sell if close ≤ 28.96 | Risk: 2.33% | Unrealized Gain: 3.39% more..
29.26 1M 16.27% Hold
WHR
Whirlpool Corporation Common Stock
Status summary: Sold at 121.77 | Trade Gain: 1.71% | Cumulative Gain: -4.59% more..
121.77 792K 15.35% Sold
WPC
W. P. Carey Inc. REIT
Status summary: Sold at 64.81 | Trade Gain: -1.05% | Cumulative Gain: 3.85% more..
64.81 1M 36.64% Sold
WPP
WPP plc American Depositary Shares
Status summary: Price change since the last sell: -0.42% more..
47.57 114K 30.11% Avoid
WU
Western Union Company (The) Common Stock
Status summary: Bought at 11.95 | Sell if close ≤ 11.91 | Risk: -0.36% more..
11.92 6M 6.16% Bought
This website is exclusively intended for educational and testing purposes. The information and content available on this platform do not constitute professional advice or guidance in any capacity.
Warning! The algorithm is being refined, with the most recent update implemented on March 03, 2025.

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