Relative performance of SC US short list versus the S&P500 in 2023 and since inception
April 26th: we close BBWI US
April 25th: we close BAC US, TXN US
April 24th: we close CSGP US
April 23rd: we add PM US
April 22nd: we close TSLA US
April 18th: we close LUV US
April 15th: we add HPE US
April 10th: we add CSGP US, TXN US
April 3rd: we close HON US, C US, we add SNOW US, BAC US, ROK US
April 2nd: we close UPS US, HD US, we add TSLA US
March 25th: we add VTR US, BBWI US, CF US, BAC US
March 21st: we close INTC US, we add BBWI US
March 20th: we close KNX US, MS US, NFE US
March 12th: we close INTC US, COP US, we add DD US
March 6th: we close TSLA US, BN CN
March 5th: we close ROKU US
February 29th: we close BBY US, DOW US, H US
February 21st: we close WMT US, LUV US, PSX US, we add SHOP US, C US
February 15th: we close XPO US, COTY US
February 14th: we add ELAN US, LUV US
January 24th: we close TSLA US, IBM US
December 18th: we add PSX US, MS US
December 28th: we add COP US
December 26th: we close BEN US, NOC US
December 21st: we add INTC US
December 20th: we add BN CN, HD US, RBLX US, TSLA US
December 14th: we close RBLX US, TTWO US, GS US, EQR US, C US, we add ROKU US, TECK US, WY US, IBM US, LYB US, XPO US, NFE US, HP US, COTY US, NOC US
December 12th: we close DLR US
December 11th: we close EMR US, EQT US
November 30th: we close TEL US and CMCSA
November 2nd: we close ROKU US
October 31st: we close XPO US
October 27th: we close INTC US
October 26th: we add CMCSA US, UPS US
October 19th: we close MOS US, we add RBLX US, GS US, EQT US, EQR US, DOW US
September 22nd: we add HST US
September 15th: we add HON US
September 12th: we add TTWO US, ROKU US, HAS US, H US, GRMN US, COTY US
September 11th: we close CPB US, UPS US, we add DLR US
August 2nd: we add INTC US, MRVL US
August 1st: we close STX US, GE US, ED US
July 31st: we close ROKU
July 10th: we close ABBV US, we add DIS US, MOS US
July 5th: we close UPS US
June 7th: we add CPB US, GE US
June 1st: we close NOC US, DOW US, KHC US
May 8th: we close PEAK US, XPO US
May 1st: we add ROKU US, KNX US, DDOG US
April 20th: we add PFE US (63% govt debt ceiling)
March 29th: we close AMZN US
March 27th: we add WMT US
March 22nd: we close GME US, GS US
March 7th: we close BMY US, SYK US
March 2nd: we close DHI US, GLW US, PRU US, we add CHD US, HES US
February 16th: we add AMZN US
February 10th: we close ROP US
February 9th: we close ITW US
February 8th: we add XPO US
February 7th: we add BX US
January 20th: we close FFIV US, FCX US, CPB US, MO US, OXY US, PM US, SYY US, X US, GM US, we add DOW US, PEP US, SYK US, ROP US, KMB US, ITW US, HON US, ED US
December 20th: we add NLY US
December 16th: we close STX US
December 14th: we add COF US, CLH US, UNM US, CB US, WBS US, COST US, FLEX US, PFGC US
December 7th: we add ALV US
December 6th: we add X US, EMR US
November 21st: we add OXY US
November 18th: we close ROST US
November 16th: we close HUM US
November 10th: we close AMZN US, we add HUM US
November 4th: we close SBUX US
November 2nd: we add SYY US, NOC US
October 28th: we close GILD US, KHC US
October 19th: we close ROP US
October 14th: we close RCL US
October 7th: we add AMZN US
October 6th: we add PM US
September 6th: we close NWL US, CAG US, PM US, DD US, we add ROP US, SBUX US
September 1st: we close EA US, GE US, we add CPB US
August 19th: we add DD US, GLW US, ROST US
August 17th: we add GM US, COV FP
August 16th: we close WMT US, PG US, PTON US, we add BBY US, STX US
July 7th: We close COST US, PEP US
June 7th: we close PYPL US
May 25th: we close TEAM US, DELL US, JPM US, F US, SGEN US
May 20th: we close ISRG US
May 3rd: we add PG US
April 21st: We close IBM US, FIS US, VTR US, GS US, T US we add SGEN US
April 20th: we close PPG US
March 8th: we add F US
March 4th: we add GS US
March 31st: we close AVGO US
March 29th: we close PNC US, DUK US, DTE US, D US, SBUX US, we add DGX US
March 16th: we add GE US
March 10th: we add EA US
Feb 23rd: we add AVGO US
Feb 22nd: we add PM US, PEP US
Feb 18th: we close MO US, CME US
Feb 9th: we close FHI US, we add JPM US, T US
Feb 3rd: we close DAL US, UNP US, FHI US
Jan 20th: we close ZM US, AMZN US
Dec 21st: we close EXAS US, BOX US, we add BMY US, WDAY US, ZM US, CAG US
Dec 10th: we close COUPA US, we add DELL US, DAL US, UNP US
Nov 24th: we close SHW US
Nov 19th: we close CHTR US, PTON US and add CME US, SBUX US
Nov 11th: we close LH US
Nov 9th: we close WIX
Nov 5th: we close RCL US
Nov 1st: we close AZO US, LH US, we add AMZN US
October 13th: close FCX US
Sept 09th: add SHW, PPG, BOX, fcx
Sept 02nd: close T US, add PTON US
August 20th: close SYY us, MCHP US, EA US. we ad duk us, kmb us, gild us
July 30th: close BMY US, gddy us
July 28th: close PSA US, CSX US
July 16th: close UAL US, TRV US
July 8th: add CSX US
June 30th: add MCHP US, PSA US, FHI US
June 10th: add CME US, close DIS US, EMN US, FDX US
May 26th: add DUK US
May 26th: add EA US, BMY US, close splk us
May3rd: close ADM US, add EMN US (Das Kapital thematic)
May3rd: add DTE US
April 27th: add FDX & LH US (tax fractal)
April 8th: add UAL (earnings coming), psn us
March 29th: close VIAC US, after Archegos call margin induced crash
March 23rd: add KHC US, ADM US, WBA US, DIS US, NWL US, VIAC US. We close IBM US, BYND US, TNDM US, MTN US
March 16th: add MO US, VTR US, close GE US
March 10th: add VIAC US
February 25th: Close DLR, ELAN US. Add CPB US,
February 9th: close/stop ALGT US, HON US, LYB US
February 3rd: add HON US, SYY US (After earnings), GD US, GE US, wba us. close NRG US
January 20th: add GDDY US. close PENN US, AAL US.
January 11th: close EQT US,
2021
December 29th: close SBAC US, GILD US, VIAC US, BBBY US
December 18th: close CRM
December 8th: add aal, algt, rcl
November 25th: add EQT, GILD, TNDM, FIS, close team, tjx, twlo & Roku
November 6th: Following the US election, we get rid of high covid beta score ( stocks which massively suffered from the Covid19) and add badly graded companies which benefitted from the confinement. OUT: BA, AIG, LUV, JBLU, KSS, LVS, GPS, DIS, CSCO, OXY, . IN: ED US, viac us, CRM US, TEAM US, DLR US, SBAC, coup, wix,
November 3rd: close DOW US, HOG US, TWTR US, TXT US, and we add MTN US, lvs us, csco us
October 14th: add ELAN US
October 05th: add T US, EXas us (buy put), close GS US
September 18th: add ROKU US. GS US, TJX, PENN, IBM, TXT
September 9th: close SNAP US and add LUV US.
August 28th: add JBLU US (R13). We close NKE US. Add TWLO,
September 01st: We close IBM US, GPS US, X US,
August 21th: add MDB US (R13). We close MCK US, AVT US, Roku Us
August 17th: add KSS US before earning
July 31st: close ADM
July 28th: add BYD US, NKE US & roku again, close WDC
July 23th: add DOW
July 13th: close FDX US, .
July 8th: close EMN, EIX. We add BA and X US.
June 12th: after big sell-off, we close HTZ Us, roku, gild,
June 8th: we add HAL US, MPC US, PSX US , H US, XPE US, HTZ US (IT IS BANKRUPT !!!), DIS IS, TJX US, TXT US, sgen us, SNAP US, KHC US, ROST US. We close ADM US, GILD US.
June 2nd: close CHRW US, CCH US, F US, HLT US, AAP USs, KSS US, CAT US, CVX US, mgm us, IPGP US, RTX US, LVS US, XOM US. We add IBM US, PENN US, ROKU US & MCK US.
May 15th: we close ROK US, CMI US, EMR US, jnj us, pvh us (fell too much and before earnings next week)
APRIL 28st: we add kss us, pvh us, gps us, mgm, hog after earning
APRIL 21st: ETN US
April 16th: we add aap us, chrw us
april 9 add cmi , splk , emn, rok. we close wmt, ba, ed , nlok, pg
March 27th: add CAT US
March 23rd: close BA, FE; add HLT & GILD
2020 March 18th: close WY, MRVL, MGM, MDLZ, fcx & efx. We add EIX, PG US, PEAK US.
2020 Feb 19th: we add JNJ US and close DE US before eps release
2020, Jan 22nd: we add ED US, LYB US, CHRW US, WYNN US. We close GPS US, IPGP US, IBM US, CMI US, DE US, PM US, MDLZ US, MMM US.
2020, Jan 8th: we add dhr us
2020, Jan 3rd: we close ETR US. we add MRVL US, NLOK US.
Dec 3rd: we close WDC US.
Dec 02nd: close M US
Nov 27th: we add CMI US, EMR US, MDLZ US, EFX US
Nov 25th: we close WMT US, MAC US, DGX US and add DE US.
Nov 13th: we close JCI US & BBBY US. We add MGM,
Nov 8th: add AVT US, IPGP US, MMM US, BA US, ADM US. we close cpb us.we add cvx us, pru us.
Nov 7th: close vlo us, usb us, dis us, panw us
Nov 04th: we add PM US, we stop TSLA US.
Oct 28th: We add FDX
Oct 9th: we add JCI
Oct 02nd: we close gild, we add IT US
Sep 30th: we add USB US and close STX,
Sep 17th: we add PANW US.
Sept 04th: we close MU US.
August 16th: we take profit in MMM & MAT US.
July 19th: we stop PM & PG
July 12th: close symc, gt
July 2nd: close Toll us, hbi us, whr us, myl us, ba us, czsh us. We add TSLA US, LVS US, FE US, fdx us.
May 7h: we close short on Gild. We add Campbell soup & Gap. we replace peg by etr. We add WY.
Aprl 30th: we close short on Apple, LVS, rdc, Ge. we add VLO & XOM.
Aprl 2nd: we close SYMC, BX, and Iron Mountain
February 14th: we add SYMC, GE GILD, BX, BBBY to our shorts. We remove HP.
January 15: we add WHR US to our shorts.
3Q 2018:
These are our preferred “Short selling” stocks:
