Vision Wealth Group Request

 Curtain
  

PSDS Portfolio Design Inc.

Vision Wealth Group

 
 
 
 

Portfolio Simulation

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

* Hypothetical Estimated Portfolio Values (EPV) reflect all distributions to client and advisor.
Distributions are either a static dollar amount or a percentage distribution based upon
the starting portfolio balance for any given year.

Assessing the impact of portfolio allocation and design on risk and reward

 

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
Vision Wealth Group is not a registered broker / dealer and is independent of Raymond James Financial Services.

223/223 symbols available
    
SymbolDescription
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: AAP
YTD Return 9/30/2024: -35.39
Sector: Consumer Discretionary
Tile Update: 5/31/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $43.15
Prev Close: $43.52
W52L:       $35.59
W52H:       $88.56
Zone 1:     $67-$92
Zone 2:     $92-$115
Zone 3:     $115+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: AAPL
YTD Return 9/30/2024: 21.48
Sector: Information Technology
Tile Update: 8/23/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $254.79
Prev Close: $254.49
W52L:       $164.08
W52H:       $255.65
Zone 1:     $141-$180
Zone 2:     $180-$215
Zone 3:     $215+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: AB
YTD Return 9/30/2024: 20.25
Sector: Financials
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $36.94
Prev Close: $37.26
W52L:       $30.10
W52H:       $38.96
Zone 1:     $27-$37
Zone 2:     $37-$45
Zone 3:     $45+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: ABBV
YTD Return 9/30/2024: 31.07
Sector: Health Care
Tile Update: 12/14/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $175.40
Prev Close: $175.58
W52L:       $153.58
W52H:       $207.32
Zone 1:     $123-$163
Zone 2:     $163-$196
Zone 3:     $196+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: ABT
YTD Return 9/30/2024: 5.16
Sector: Health Care
Tile Update: 5/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $113.55
Prev Close: $114.23
W52L:       $99.71
W52H:       $121.64
Zone 1:     $88-$112
Zone 2:     $112-$134
Zone 3:     $134+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: ADBE
YTD Return 9/30/2024: -13.21
Sector: Information Technology
Tile Update: 12/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $447.88
Prev Close: $447.17
W52L:       $432.47
W52H:       $638.25
Zone 1:     $408-$510
Zone 2:     $510-$612
Zone 3:     $612+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: ADM
YTD Return 9/30/2024: -15.09
Sector: Consumer Staples
Tile Update: 4/29/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $49.99
Prev Close: $50.49
W52L:       $48.92
W52H:       $74.02
Zone 1:     $56-$70
Zone 2:     $70-$84
Zone 3:     $84+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: ADP
YTD Return 9/30/2024: 20.76
Sector: Information Technology
Tile Update: 6/5/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $291.97
Prev Close: $294.02
W52L:       $230.38
W52H:       $309.63
Zone 1:     $201-$235
Zone 2:     $235-$282
Zone 3:     $282+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: AFL
YTD Return 9/30/2024: 37.80
Sector: Financials
Tile Update: 12/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $102.11
Prev Close: $102.69
W52L:       $75.08
W52H:       $115.50
Zone 1:     $56-$77
Zone 2:     $77-$92
Zone 3:     $92+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: ALB
YTD Return 9/30/2024: -33.67
Sector: Materials
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $89.50
Prev Close: $88.65
W52L:       $71.97
W52H:       $153.21
Zone 1:     $84-$112
Zone 2:     $112-$144
Zone 3:     $144+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: ALK
YTD Return 9/30/2024: 15.72
Sector: Industrials
Tile Update: 6/10/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $65.84
Prev Close: $66.02
W52L:       $32.62
W52H:       $66.81
Zone 1:     $33-$49
Zone 2:     $49-$62
Zone 3:     $62+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: AMAT
YTD Return 9/30/2024: 25.36
Sector: Information Technology
Tile Update: 5/20/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $165.83
Prev Close: $163.59
W52L:       $148.05
W52H:       $255.89
Zone 1:     $95-$158
Zone 2:     $158-$190
Zone 3:     $190+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: AMD
YTD Return 9/30/2024: 11.31
Sector: Information Technology
Tile Update: 6/5/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $124.73
Prev Close: $119.21
W52L:       $117.90
W52H:       $227.30
Zone 1:     $109-$146
Zone 2:     $146-$175
Zone 3:     $175+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: AMGN
YTD Return 9/30/2024: 14.34
Sector: Health Care
Tile Update: 11/25/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $262.55
Prev Close: $263.38
W52L:       $253.30
W52H:       $346.85
Zone 1:     $228-$293
Zone 2:     $293-$352
Zone 3:     $352+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: AMT
YTD Return 9/30/2024: 9.60
Sector: Real Estate
Tile Update: 4/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $182.32
Prev Close: $183.73
W52L:       $170.46
W52H:       $243.56
Zone 1:     $156-$199
Zone 2:     $199-$239
Zone 3:     $239+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: AMZN
YTD Return 9/30/2024: 22.63
Sector: Consumer Discretionary
Tile Update: 5/9/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $224.77
Prev Close: $224.92
W52L:       $144.05
W52H:       $233.00
Zone 1:     $150-$175
Zone 2:     $175-$210
Zone 3:     $210+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: AOS
YTD Return 9/30/2024: 10.23
Sector: Industrials
Tile Update: 10/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $68.32
Prev Close: $68.72
W52L:       $68.07
W52H:       $92.45
Zone 1:     $62-$75
Zone 2:     $75-$94
Zone 3:     $94+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: APD
YTD Return 9/30/2024: 10.32
Sector: Materials
Tile Update: 7/7/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $291.88
Prev Close: $294.99
W52L:       $212.24
W52H:       $337.00
Zone 1:     $203-$250
Zone 2:     $250-$313
Zone 3:     $313+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: ATO
YTD Return 9/30/2024: 22.15
Sector: Utilities
Tile Update: 1/12/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $138.66
Prev Close: $139.69
W52L:       $110.46
W52H:       $152.65
Zone 1:     $94-$101
Zone 2:     $101-$127
Zone 3:     $127+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: AWR
YTD Return 9/30/2024: 5.32
Sector: Utilities
Tile Update: 1/20/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $78.05
Prev Close: $79.51
W52L:       $66.03
W52H:       $87.50
Zone 1:     $66-$76
Zone 2:     $76-$92
Zone 3:     $92+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: AXP
YTD Return 9/30/2024: 46.12
Sector: Financials
Tile Update: 7/3/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $296.08
Prev Close: $298.65
W52L:       $177.81
W52H:       $307.82
Zone 1:     $162-$201
Zone 2:     $201-$251
Zone 3:     $251+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: AXTA
YTD Return 9/30/2024: 6.54
Sector: Materials
Tile Update: 10/31/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $34.25
Prev Close: $34.40
W52L:       $30.40
W52H:       $41.66
Zone 1:     $32-$40
Zone 2:     $40-$48
Zone 3:     $48+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: AZO
YTD Return 9/30/2024: 21.83
Sector: Consumer Discretionary
Tile Update: 7/8/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $3,216.32
Prev Close: $3,253.47
W52L:       $2,510.00
W52H:       $3,416.71
Zone 1:     $1500-$1754
Zone 2:     $1754-$2280
Zone 3:     $2280+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: BA
YTD Return 9/30/2024: -41.67
Sector: Industrials
Tile Update: 5/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $177.89
Prev Close: $177.35
W52L:       $137.03
W52H:       $264.66
Zone 1:     $180-$230
Zone 2:     $230-$300
Zone 3:     $300+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: BABA
YTD Return 9/30/2024: 39.91
Sector: Consumer Discretionary
Tile Update: 1/5/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $83.85
Prev Close: $82.28
W52L:       $66.63
W52H:       $117.82
Zone 1:     $120-$168
Zone 2:     $168-$202
Zone 3:     $202+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: BAH
YTD Return 9/30/2024: 28.56
Sector: Industrials
Tile Update: 1/30/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $130.60
Prev Close: $131.19
W52L:       $123.17
W52H:       $190.59
Zone 1:     $69-$79
Zone 2:     $79-$95
Zone 3:     $95+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: BDX
YTD Return 9/30/2024: 0.07
Sector: Health Care
Tile Update: 5/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $226.97
Prev Close: $227.68
W52L:       $218.75
W52H:       $249.89
Zone 1:     $229-$262
Zone 2:     $262-$315
Zone 3:     $315+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: BEN
YTD Return 9/30/2024: -28.84
Sector: Financials
Tile Update: 5/26/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $20.38
Prev Close: $20.49
W52L:       $18.95
W52H:       $30.32
Zone 1:     $22-$31
Zone 2:     $31-$39
Zone 3:     $39+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: BF.B
YTD Return 9/30/2024: -12.65
Sector: Consumer Staples
Tile Update: 5/21/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $40.62
Prev Close: $41.28
W52L:       $39.95
W52H:       $60.97
Zone 1:     $44-$53
Zone 2:     $53-$64
Zone 3:     $64+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: BKH
YTD Return 9/30/2024: 17.32
Sector: Utilities
Tile Update: 5/9/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $57.48
Prev Close: $57.97
W52L:       $49.34
W52H:       $65.59
Zone 1:     $53-$65
Zone 2:     $65-$78
Zone 3:     $78+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: BLK
YTD Return 9/30/2024: 19.15
Sector: Financials
Tile Update: 5/26/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $1,029.04
Prev Close: $1,028.69
W52L:       $745.55
W52H:       $1,082.45
Zone 1:     $560-$704
Zone 2:     $704-$880
Zone 3:     $880+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: BMI
YTD Return 9/30/2024: 42.16
Sector: Industrials
Tile Update: 1/28/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $216.47
Prev Close: $217.72
W52L:       $139.50
W52H:       $239.11
Zone 1:     $52-$69
Zone 2:     $69-$84
Zone 3:     $84+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: BMY
YTD Return 9/30/2024: 4.75
Sector: Health Care
Tile Update: 3/21/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $57.10
Prev Close: $57.33
W52L:       $39.35
W52H:       $61.08
Zone 1:     $47-$61
Zone 2:     $61-$81
Zone 3:     $81+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: BUD
YTD Return 9/30/2024: 4.08
Sector: Consumer Staples
Tile Update: 6/8/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $49.97
Prev Close: $50.21
W52L:       $49.66
W52H:       $67.49
Zone 1:     $42-$50
Zone 2:     $50-$60
Zone 3:     $60+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: CAG
YTD Return 9/30/2024: 17.47
Sector: Consumer Staples
Tile Update: 10/19/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $27.24
Prev Close: $27.11
W52L:       $26.21
W52H:       $33.24
Zone 1:     $29-$36
Zone 2:     $36-$45
Zone 3:     $45+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: CAH
YTD Return 9/30/2024: 10.70
Sector: Health Care
Tile Update: 2/6/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $117.64
Prev Close: $118.28
W52L:       $93.17
W52H:       $126.23
Zone 1:     $56-$68
Zone 2:     $68-$81
Zone 3:     $81+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: CAT
YTD Return 9/30/2024: 33.91
Sector: Industrials
Tile Update: 10/14/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $363.17
Prev Close: $366.04
W52L:       $276.94
W52H:       $418.50
Zone 1:     $230-$345
Zone 2:     $345-$414
Zone 3:     $414+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: CB
YTD Return 9/30/2024: 28.89
Sector: Financials
Tile Update: 1/23/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $272.65
Prev Close: $273.20
W52L:       $220.23
W52H:       $302.05
Zone 1:     $158-$201
Zone 2:     $201-$249
Zone 3:     $249+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: CCI
YTD Return 9/30/2024: 7.55
Sector: Real Estate
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $89.56
Prev Close: $90.66
W52L:       $89.50
W52H:       $120.92
Zone 1:     $98-$117
Zone 2:     $117-$140
Zone 3:     $140+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: CHD
YTD Return 9/30/2024: 11.68
Sector: Consumer Staples
Tile Update: 3/7/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $105.29
Prev Close: $106.10
W52L:       $91.58
W52H:       $113.50
Zone 1:     $77-$93
Zone 2:     $93-$112
Zone 3:     $112+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: CINF
YTD Return 9/30/2024: 34.21
Sector: Financials
Tile Update: 12/23/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $142.52
Prev Close: $144.57
W52L:       $101.41
W52H:       $161.75
Zone 1:     $75-$88
Zone 2:     $88-$106
Zone 3:     $106+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: CL
YTD Return 9/30/2024: 32.44
Sector: Consumer Staples
Tile Update: 6/27/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $91.48
Prev Close: $92.03
W52L:       $78.30
W52H:       $109.30
Zone 1:     $69-$81
Zone 2:     $81-$97
Zone 3:     $97+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: CLX
YTD Return 9/30/2024: 17.13
Sector: Consumer Staples
Tile Update: 5/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $161.59
Prev Close: $164.44
W52L:       $127.60
W52H:       $171.37
Zone 1:     $117-$152
Zone 2:     $152-$182
Zone 3:     $182+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: COR
YTD Return 9/30/2024: 10.32
Sector: Health Care
Tile Update: 10/12/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $228.29
Prev Close: $226.27
W52L:       $202.26
W52H:       $253.27
Zone 1:     $115-$145
Zone 2:     $145-$173
Zone 3:     $173+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: COST
YTD Return 9/30/2024: 34.91
Sector: Consumer Staples
Tile Update: 9/26/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $942.89
Prev Close: $954.07
W52L:       $640.51
W52H:       $1,008.25
Zone 1:     $432-$570
Zone 2:     $570-$684
Zone 3:     $684+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: CP
YTD Return 9/30/2024: 8.74
Sector: Industrials
Tile Update: 6/6/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $72.36
Prev Close: $72.26
W52L:       $70.89
W52H:       $91.58
Zone 1:     $54-$67
Zone 2:     $67-$82
Zone 3:     $82+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: CPB
YTD Return 9/30/2024: 16.03
Sector: Consumer Staples
Tile Update: 2/6/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $41.51
Prev Close: $41.50
W52L:       $40.26
W52H:       $52.81
Zone 1:     $37-$43
Zone 2:     $43-$52
Zone 3:     $52+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: CRM
YTD Return 9/30/2024: 4.48
Sector: Information Technology
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $337.85
Prev Close: $343.65
W52L:       $212.00
W52H:       $369.00
Zone 1:     $220-$308
Zone 2:     $308-$385
Zone 3:     $385+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: CSCO
YTD Return 9/30/2024: 7.95
Sector: Information Technology
Tile Update: 5/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $58.36
Prev Close: $58.52
W52L:       $44.50
W52H:       $60.23
Zone 1:     $43-$55
Zone 2:     $55-$66
Zone 3:     $66+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: CTAS
YTD Return 9/30/2024: 37.50
Sector: Industrials
Tile Update: 1/28/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $186.98
Prev Close: $186.94
W52L:       $143.64
W52H:       $228.12
Zone 1:     $247-$316
Zone 2:     $316-$380
Zone 3:     $380+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: CVS
YTD Return 9/30/2024: -17.95
Sector: Health Care
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $43.64
Prev Close: $44.36
W52L:       $43.57
W52H:       $83.25
Zone 1:     $56-$76
Zone 2:     $76-$91
Zone 3:     $91+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: CVX
YTD Return 9/30/2024: 1.90
Sector: Energy
Tile Update: 5/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $141.93
Prev Close: $142.85
W52L:       $135.37
W52H:       $167.11
Zone 1:     $142-$170
Zone 2:     $170-$213
Zone 3:     $213+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: CWT
YTD Return 9/30/2024: 6.30
Sector: Utilities
Tile Update: 1/26/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $45.19
Prev Close: $46.00
W52L:       $43.50
W52H:       $56.25
Zone 1:     $42-$56
Zone 2:     $56-$67
Zone 3:     $67+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: DE
YTD Return 9/30/2024: 5.52
Sector: Industrials
Tile Update: 5/20/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $431.41
Prev Close: $432.49
W52L:       $340.20
W52H:       $469.39
Zone 1:     $324-$405
Zone 2:     $405-$486
Zone 3:     $486+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: DELL
YTD Return 9/30/2024: 56.81
Sector: Information Technology
Tile Update: 8/30/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $117.00
Prev Close: $115.77
W52L:       $74.32
W52H:       $179.70
Zone 1:     $74-$96
Zone 2:     $96-$120
Zone 3:     $120+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: DG
YTD Return 9/30/2024: -37.00
Sector: Consumer Staples
Tile Update: 8/29/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $74.57
Prev Close: $76.40
W52L:       $72.12
W52H:       $168.07
Zone 1:     $78-$101
Zone 2:     $101-$126
Zone 3:     $126+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: DHR
YTD Return 9/30/2024: 20.56
Sector: Health Care
Tile Update: 7/3/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $227.83
Prev Close: $228.55
W52L:       $222.53
W52H:       $281.70
Zone 1:     $175-$219
Zone 2:     $219-$263
Zone 3:     $263+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: DIS
YTD Return 9/30/2024: 7.03
Sector: Communication Services
Tile Update: 5/20/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $110.55
Prev Close: $112.03
W52L:       $83.91
W52H:       $123.74
Zone 1:     $74-$98
Zone 2:     $98-$117
Zone 3:     $117+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: DLTR
YTD Return 9/30/2024: -50.50
Sector: Consumer Staples
Tile Update: 9/6/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $72.40
Prev Close: $72.94
W52L:       $60.49
W52H:       $151.22
Zone 1:     $60-$90
Zone 2:     $90-$120
Zone 3:     $120+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: DOV
YTD Return 9/30/2024: 25.74
Sector: Industrials
Tile Update: 11/11/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $188.21
Prev Close: $189.27
W52L:       $143.97
W52H:       $208.26
Zone 1:     $117-$157
Zone 2:     $157-$189
Zone 3:     $189+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: DUK
YTD Return 9/30/2024: 22.46
Sector: Utilities
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $107.31
Prev Close: $108.28
W52L:       $90.09
W52H:       $121.25
Zone 1:     $88-$104
Zone 2:     $104-$125
Zone 3:     $125+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: EA
YTD Return 9/30/2024: 5.27
Sector: Communication Services
Tile Update: 8/13/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $146.84
Prev Close: $147.80
W52L:       $124.92
W52H:       $168.50
Zone 1:     $113-$137
Zone 2:     $137-$165
Zone 3:     $165+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: ECL
YTD Return 9/30/2024: 29.65
Sector: Materials
Tile Update: 10/14/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $238.45
Prev Close: $235.53
W52L:       $193.46
W52H:       $262.61
Zone 1:     $165-$188
Zone 2:     $188-$225
Zone 3:     $225+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: ED
YTD Return 9/30/2024: 17.51
Sector: Utilities
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $90.02
Prev Close: $89.07
W52L:       $85.85
W52H:       $107.75
Zone 1:     $76-$89
Zone 2:     $89-$106
Zone 3:     $106+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: EIX
YTD Return 9/30/2024: 24.53
Sector: Utilities
Tile Update: 9/26/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $79.21
Prev Close: $77.93
W52L:       $63.15
W52H:       $88.77
Zone 1:     $61-$73
Zone 2:     $73-$88
Zone 3:     $88+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: EL
YTD Return 9/30/2024: -30.67
Sector: Consumer Staples
Tile Update: 10/31/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $74.57
Prev Close: $74.70
W52L:       $62.29
W52H:       $159.75
Zone 1:     $66-$80
Zone 2:     $80-$96
Zone 3:     $96+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: EMR
YTD Return 9/30/2024: 14.03
Sector: Industrials
Tile Update: 10/14/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $124.11
Prev Close: $122.35
W52L:       $91.65
W52H:       $134.85
Zone 1:     $83-$104
Zone 2:     $104-$130
Zone 3:     $130+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: EOG
YTD Return 9/30/2024: 3.88
Sector: Energy
Tile Update: 6/22/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $119.35
Prev Close: $118.22
W52L:       $108.94
W52H:       $139.67
Zone 1:     $64-$102
Zone 2:     $102-$132
Zone 3:     $132+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: EPD
YTD Return 9/30/2024: 16.69
Sector: Energy
Tile Update: 6/25/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $30.96
Prev Close: $30.53
W52L:       $26.05
W52H:       $34.63
Zone 1:     $18-$23
Zone 2:     $23-$28
Zone 3:     $28+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: ESS
YTD Return 9/30/2024: 22.45
Sector: Real Estate
Tile Update: 3/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $284.95
Prev Close: $279.01
W52L:       $223.06
W52H:       $317.73
Zone 1:     $167-$219
Zone 2:     $219-$274
Zone 3:     $274+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: EXPD
YTD Return 9/30/2024: 3.92
Sector: Industrials
Tile Update: 6/6/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $112.00
Prev Close: $112.74
W52L:       $111.20
W52H:       $131.59
Zone 1:     $78-$100
Zone 2:     $100-$121
Zone 3:     $121+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: F
YTD Return 9/30/2024: -8.61
Sector: Consumer Discretionary
Tile Update: 6/5/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $9.90
Prev Close: $9.74
W52L:       $9.49
W52H:       $14.85
Zone 1:     $11.5-$14.5
Zone 2:     $14.5-$19
Zone 3:     $19+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: FAST
YTD Return 9/30/2024: 12.15
Sector: Industrials
Tile Update: 4/24/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $74.09
Prev Close: $74.82
W52L:       $61.33
W52H:       $84.88
Zone 1:     $36-$48
Zone 2:     $48-$60
Zone 3:     $60+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: FDX
YTD Return 9/30/2024: 9.85
Sector: Industrials
Tile Update: 5/16/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $277.72
Prev Close: $275.88
W52L:       $234.45
W52H:       $313.84
Zone 1:     $153-$210
Zone 2:     $210-$271
Zone 3:     $271+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: FI
YTD Return 9/30/2024: 35.24
Sector: Information Technology
Tile Update: 6/23/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $205.66
Prev Close: $202.26
W52L:       $131.41
W52H:       $223.23
Zone 1:     $104-$124
Zone 2:     $124-$149
Zone 3:     $149+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: FOF
YTD Return 9/30/2024: 24.93
Sector: Financials
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $12.42
Prev Close: $12.42
W52L:       $10.90
W52H:       $13.39
Zone 1:     $10-$11.75
Zone 2:     $11.75-$13.5
Zone 3:     $13.5+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: FRT
YTD Return 9/30/2024: 14.00
Sector: Real Estate
Tile Update: 3/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $112.28
Prev Close: $109.55
W52L:       $95.98
W52H:       $118.34
Zone 1:     $75-$97
Zone 2:     $97-$116
Zone 3:     $116+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: GD
YTD Return 9/30/2024: 18.16
Sector: Industrials
Tile Update: 5/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $265.74
Prev Close: $260.28
W52L:       $247.36
W52H:       $316.90
Zone 1:     $212-$258
Zone 2:     $258-$310
Zone 3:     $310+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: GE
YTD Return 9/30/2024: 85.82
Sector: Industrials
Tile Update: 1/28/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $168.36
Prev Close: $164.80
W52L:       $123.65
W52H:       $194.80
Zone 1:     $58-$72
Zone 2:     $72-$87
Zone 3:     $87+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: GIS
YTD Return 9/30/2024: 16.48
Sector: Consumer Staples
Tile Update: 5/29/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $63.80
Prev Close: $64.01
W52L:       $61.48
W52H:       $75.90
Zone 1:     $61-$71
Zone 2:     $71-$89
Zone 3:     $89+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: GOOG
YTD Return 9/30/2024: 18.93
Sector: Communication Services
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $193.19
Prev Close: $192.96
W52L:       $131.55
W52H:       $202.88
Zone 1:     $138-$172
Zone 2:     $172-$206
Zone 3:     $206+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: GOOGL
YTD Return 9/30/2024: 19.02
Sector: Communication Services
Tile Update: 8/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $192.41
Prev Close: $188.51
W52L:       $130.67
W52H:       $201.42
Zone 1:     $138-$172
Zone 2:     $172-$206
Zone 3:     $206+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: GPC
YTD Return 9/30/2024: 2.99
Sector: Consumer Discretionary
Tile Update: 7/8/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $116.01
Prev Close: $114.62
W52L:       $112.74
W52H:       $164.45
Zone 1:     $80-$97
Zone 2:     $97-$117
Zone 3:     $117+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: GS
YTD Return 9/30/2024: 30.79
Sector: Financials
Tile Update: 6/29/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $569.04
Prev Close: $553.99
W52L:       $372.07
W52H:       $612.73
Zone 1:     $226-$326
Zone 2:     $326-$407
Zone 3:     $407+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: GT
YTD Return 9/30/2024: -38.20
Sector: Consumer Discretionary
Tile Update: 4/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $8.62
Prev Close: $8.62
W52L:       $7.27
W52H:       $14.97
Zone 1:     $11-$14
Zone 2:     $14-$18
Zone 3:     $18+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: GWW
YTD Return 9/30/2024: 26.14
Sector: Industrials
Tile Update: 8/15/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $1,092.19
Prev Close: $1,081.55
W52L:       $800.97
W52H:       $1,227.66
Zone 1:     $479-$600
Zone 2:     $600-$746
Zone 3:     $746+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: HBI
YTD Return 9/30/2024: 64.80
Sector: Consumer Discretionary
Tile Update: 9/26/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $8.30
Prev Close: $8.10
W52L:       $3.88
W52H:       $9.10
Zone 1:     $3.6-$6
Zone 2:     $6-$8
Zone 3:     $8+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: HD
YTD Return 9/30/2024: 19.15
Sector: Consumer Discretionary
Tile Update: 5/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $391.35
Prev Close: $385.02
W52L:       $323.77
W52H:       $439.37
Zone 1:     $245-$314
Zone 2:     $314-$376
Zone 3:     $376+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: HON
YTD Return 9/30/2024: 0.17
Sector: Industrials
Tile Update: 10/25/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $229.36
Prev Close: $226.88
W52L:       $189.66
W52H:       $242.77
Zone 1:     $165-$202
Zone 2:     $202-$242
Zone 3:     $242+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: HPE
YTD Return 9/30/2024: 22.95
Sector: Information Technology
Tile Update: 8/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $21.56
Prev Close: $20.76
W52L:       $14.47
W52H:       $24.24
Zone 1:     $13-$21
Zone 2:     $21-$26
Zone 3:     $26+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: HRL
YTD Return 9/30/2024: 1.36
Sector: Consumer Staples
Tile Update: 7/30/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $31.63
Prev Close: $31.58
W52L:       $28.51
W52H:       $36.86
Zone 1:     $28-$37
Zone 2:     $37-$44
Zone 3:     $44+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: HSY
YTD Return 9/30/2024: 5.02
Sector: Consumer Staples
Tile Update: 11/26/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $170.21
Prev Close: $168.94
W52L:       $168.16
W52H:       $211.92
Zone 1:     $140-$175
Zone 2:     $175-$228
Zone 3:     $228+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: HUM
YTD Return 9/30/2024: -30.28
Sector: Health Care
Tile Update: 5/7/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $249.86
Prev Close: $235.78
W52L:       $213.31
W52H:       $475.00
Zone 1:     $291-$351
Zone 2:     $351-$457
Zone 3:     $457+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: HUN
YTD Return 9/30/2024: -0.59
Sector: Materials
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $18.15
Prev Close: $18.26
W52L:       $17.67
W52H:       $27.01
Zone 1:     $18-$24
Zone 2:     $24-$30
Zone 3:     $30+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: IBM
YTD Return 9/30/2024: 38.96
Sector: Information Technology
Tile Update: 6/23/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $225.80
Prev Close: $223.92
W52L:       $157.89
W52H:       $239.35
Zone 1:     $110-$120
Zone 2:     $120-$144
Zone 3:     $144+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: IDXX
YTD Return 9/30/2024: -8.98
Sector: Health Care
Tile Update: 1/28/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $413.96
Prev Close: $409.03
W52L:       $398.50
W52H:       $583.39
Zone 1:     $302-$388
Zone 2:     $388-$465
Zone 3:     $465+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: IFF
YTD Return 9/30/2024: 31.27
Sector: Materials
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $85.72
Prev Close: $85.54
W52L:       $72.94
W52H:       $106.77
Zone 1:     $76-$95
Zone 2:     $95-$114
Zone 3:     $114+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: IGV
YTD Return 9/30/2024: 10.16
Sector: Information Technology
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $102.55
Prev Close: $103.62
W52L:       $75.96
W52H:       $110.84
Zone 1:     $250-$303
Zone 2:     $303-$363
Zone 3:     $363+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: INTC
YTD Return 9/30/2024: -52.68
Sector: Information Technology
Tile Update: 5/30/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $19.48
Prev Close: $19.06
W52L:       $18.51
W52H:       $51.28
Zone 1:     $25-$35
Zone 2:     $35-$45
Zone 3:     $45+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: IP
YTD Return 9/30/2024: 39.73
Sector: Consumer Discretionary
Tile Update: 2/2/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $54.25
Prev Close: $53.84
W52L:       $32.70
W52H:       $60.36
Zone 1:     $28-$38
Zone 2:     $38-$46
Zone 3:     $46+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: ITA
YTD Return 9/30/2024: 18.89
Sector: Industrials
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $145.83
Prev Close: $146.32
W52L:       $118.88
W52H:       $158.00
Zone 1:     $81-$98
Zone 2:     $98-$120
Zone 3:     $120+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: ITW
YTD Return 9/30/2024: 1.75
Sector: Industrials
Tile Update: 6/23/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $259.26
Prev Close: $258.11
W52L:       $232.77
W52H:       $279.13
Zone 1:     $137-$180
Zone 2:     $180-$216
Zone 3:     $216+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: IYF
YTD Return 9/30/2024: 22.87
Sector: Financials
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $109.93
Prev Close: $110.45
W52L:       $83.28
W52H:       $119.90
Zone 1:     $56-$70
Zone 2:     $70-$84
Zone 3:     $84+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: J
YTD Return 9/30/2024: 1.46
Sector: Industrials
Tile Update: 9/26/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $134.89
Prev Close: $135.75
W52L:       $125.88
W52H:       $156.31
Zone 1:     $92-$122
Zone 2:     $122-$159
Zone 3:     $159+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: JCI
YTD Return 9/30/2024: 36.82
Sector: Industrials
Tile Update: 5/1/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $80.68
Prev Close: $78.71
W52L:       $51.71
W52H:       $87.16
Zone 1:     $52-$63
Zone 2:     $63-$76
Zone 3:     $76+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: JJSF
YTD Return 9/30/2024: 4.46
Sector: Consumer Staples
Tile Update: 6/6/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $160.62
Prev Close: $160.78
W52L:       $133.23
W52H:       $180.80
Zone 1:     $114-$125
Zone 2:     $125-$149
Zone 3:     $149+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: JKHY
YTD Return 9/30/2024: 9.08
Sector: Information Technology
Tile Update: 8/18/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $176.69
Prev Close: $175.99
W52L:       $157.00
W52H:       $189.63
Zone 1:     $123-$143
Zone 2:     $143-$179
Zone 3:     $179+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: JNJ
YTD Return 9/30/2024: 5.83
Sector: Health Care
Tile Update: 3/20/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $144.40
Prev Close: $143.58
W52L:       $142.80
W52H:       $168.85
Zone 1:     $150-$170
Zone 2:     $170-$204
Zone 3:     $204+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: JPM
YTD Return 9/30/2024: 26.16
Sector: Financials
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $238.03
Prev Close: $232.96
W52L:       $164.30
W52H:       $254.31
Zone 1:     $136-$190
Zone 2:     $190-$238
Zone 3:     $238+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: K
YTD Return 9/30/2024: 48.23
Sector: Consumer Staples
Tile Update: 2/8/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $80.56
Prev Close: $80.34
W52L:       $52.46
W52H:       $81.34
Zone 1:     $50-$62
Zone 2:     $62-$74
Zone 3:     $74+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: KDP
YTD Return 9/30/2024: 15.47
Sector: Consumer Staples
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $32.42
Prev Close: $32.40
W52L:       $28.62
W52H:       $38.28
Zone 1:     $32-$38
Zone 2:     $38-$46
Zone 3:     $46+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: KHC
YTD Return 9/30/2024: -1.75
Sector: Consumer Staples
Tile Update: 10/31/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $30.36
Prev Close: $30.52
W52L:       $30.01
W52H:       $38.96
Zone 1:     $34-$41
Zone 2:     $41-$49
Zone 3:     $49+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: KMB
YTD Return 9/30/2024: 20.29
Sector: Consumer Staples
Tile Update: 10/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $131.84
Prev Close: $131.45
W52L:       $117.67
W52H:       $149.31
Zone 1:     $113-$132
Zone 2:     $132-$165
Zone 3:     $165+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: KO
YTD Return 9/30/2024: 24.71
Sector: Consumer Staples
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $62.85
Prev Close: $62.45
W52L:       $57.93
W52H:       $73.53
Zone 1:     $48-$55
Zone 2:     $55-$66
Zone 3:     $66+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: KR
YTD Return 9/30/2024: 27.58
Sector: Consumer Staples
Tile Update: 7/30/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $62.32
Prev Close: $60.96
W52L:       $44.48
W52H:       $63.59
Zone 1:     $46-$57
Zone 2:     $57-$69
Zone 3:     $69+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: LECO
YTD Return 9/30/2024: -10.79
Sector: Industrials
Tile Update: 8/26/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $190.97
Prev Close: $189.89
W52L:       $169.51
W52H:       $261.13
Zone 1:     $88-$128
Zone 2:     $128-$163
Zone 3:     $163+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: LFUS
YTD Return 9/30/2024: -0.09
Sector: Information Technology
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $236.04
Prev Close: $233.99
W52L:       $222.91
W52H:       $275.58
Zone 1:     $165-$220
Zone 2:     $220-$264
Zone 3:     $264+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: LHX
YTD Return 9/30/2024: 14.72
Sector: Industrials
Tile Update: 5/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $212.58
Prev Close: $213.55
W52L:       $200.18
W52H:       $265.74
Zone 1:     $182-$222
Zone 2:     $222-$266
Zone 3:     $266+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: LLY
YTD Return 9/30/2024: 52.71
Sector: Health Care
Tile Update: 10/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $772.39
Prev Close: $757.54
W52L:       $567.42
W52H:       $972.53
Zone 1:     $502-$608
Zone 2:     $608-$730
Zone 3:     $730+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: LMT
YTD Return 9/30/2024: 31.52
Sector: Industrials
Tile Update: 5/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $485.89
Prev Close: $479.66
W52L:       $413.92
W52H:       $618.95
Zone 1:     $360-$461
Zone 2:     $461-$554
Zone 3:     $554+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: LOW
YTD Return 9/30/2024: 23.51
Sector: Consumer Discretionary
Tile Update: 10/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $247.04
Prev Close: $244.52
W52L:       $209.55
W52H:       $287.01
Zone 1:     $153-$215
Zone 2:     $215-$268
Zone 3:     $268+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: LRCX
YTD Return 9/30/2024: 4.26
Sector: Information Technology
Tile Update: 8/30/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $72.32
Prev Close: $71.21
W52L:       $68.87
W52H:       $113.00
Zone 1:     $342-$481
Zone 2:     $481-$625
Zone 3:     $625+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: LUV
YTD Return 9/30/2024: 4.42
Sector: Industrials
Tile Update: 7/31/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $33.35
Prev Close: $33.28
W52L:       $23.58
W52H:       $36.12
Zone 1:     $32-$44
Zone 2:     $44-$53
Zone 3:     $53+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: MA
YTD Return 9/30/2024: 16.29
Sector: Information Technology
Tile Update: 8/13/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $529.14
Prev Close: $523.28
W52L:       $416.53
W52H:       $537.13
Zone 1:     $363-$440
Zone 2:     $440-$528
Zone 3:     $528+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: MAR
YTD Return 9/30/2024: 11.09
Sector: Consumer Discretionary
Tile Update: 8/24/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $284.26
Prev Close: $279.02
W52L:       $204.55
W52H:       $295.45
Zone 1:     $88-$116
Zone 2:     $116-$140
Zone 3:     $140+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: MAS
YTD Return 9/30/2024: 26.83
Sector: Industrials
Tile Update: 4/6/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $73.90
Prev Close: $74.39
W52L:       $63.60
W52H:       $86.70
Zone 1:     $40-$50
Zone 2:     $50-$60
Zone 3:     $60+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: MCD
YTD Return 9/30/2024: 4.56
Sector: Consumer Discretionary
Tile Update: 7/29/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $294.53
Prev Close: $290.23
W52L:       $243.53
W52H:       $317.90
Zone 1:     $204-$230
Zone 2:     $230-$276
Zone 3:     $276+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: MCK
YTD Return 9/30/2024: 7.17
Sector: Health Care
Tile Update: 1/20/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $579.68
Prev Close: $579.22
W52L:       $450.33
W52H:       $637.51
Zone 1:     $156-$201
Zone 2:     $201-$242
Zone 3:     $242+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: MDLZ
YTD Return 9/30/2024: 3.65
Sector: Consumer Staples
Tile Update: 7/29/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $59.72
Prev Close: $59.27
W52L:       $59.09
W52H:       $77.20
Zone 1:     $58-$67
Zone 2:     $67-$80
Zone 3:     $80+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: MDT
YTD Return 9/30/2024: 12.04
Sector: Health Care
Tile Update: 11/19/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $80.99
Prev Close: $79.99
W52L:       $75.96
W52H:       $92.68
Zone 1:     $82-$97
Zone 2:     $97-$117
Zone 3:     $117+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: META
YTD Return 9/30/2024: 62.21
Sector: Communication Services
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $596.61
Prev Close: $595.57
W52L:       $340.01
W52H:       $638.40
Zone 1:     $336-$500
Zone 2:     $500-$600
Zone 3:     $600+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: MKC
YTD Return 9/30/2024: 21.69
Sector: Consumer Staples
Tile Update: 5/9/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $78.76
Prev Close: $78.24
W52L:       $63.88
W52H:       $85.49
Zone 1:     $63-$76
Zone 2:     $76-$95
Zone 3:     $95+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: MMM
YTD Return 9/30/2024: 53.89
Sector: Industrials
Tile Update: 5/20/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $129.24
Prev Close: $127.13
W52L:       $88.23
W52H:       $141.34
Zone 1:     $78-$103
Zone 2:     $103-$124
Zone 3:     $124+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: MRK
YTD Return 9/30/2024: 6.15
Sector: Health Care
Tile Update: 6/27/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $98.73
Prev Close: $99.52
W52L:       $94.48
W52H:       $134.63
Zone 1:     $105-$127
Zone 2:     $127-$152
Zone 3:     $152+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: MSFT
YTD Return 9/30/2024: 15.05
Sector: Information Technology
Tile Update: 8/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $437.75
Prev Close: $437.03
W52L:       $366.50
W52H:       $468.35
Zone 1:     $286-$370
Zone 2:     $370-$442
Zone 3:     $442+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: NDSN
YTD Return 9/30/2024: 0.23
Sector: Industrials
Tile Update: 8/30/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $210.82
Prev Close: $208.94
W52L:       $207.74
W52H:       $279.38
Zone 1:     $144-$181
Zone 2:     $181-$209
Zone 3:     $209+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: NEE
YTD Return 9/30/2024: 42.30
Sector: Utilities
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $71.32
Prev Close: $71.67
W52L:       $53.95
W52H:       $86.10
Zone 1:     $58-$72
Zone 2:     $72-$88
Zone 3:     $88+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: NFLX
YTD Return 9/30/2024: 45.68
Sector: Communication Services
Tile Update: 10/14/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $911.98
Prev Close: $902.04
W52L:       $461.86
W52H:       $941.75
Zone 1:     $460-$552
Zone 2:     $552-$690
Zone 3:     $690+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: NKE
YTD Return 9/30/2024: -17.59
Sector: Consumer Discretionary
Tile Update: 7/3/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $76.50
Prev Close: $77.10
W52L:       $70.75
W52H:       $110.80
Zone 1:     $64-$80
Zone 2:     $80-$96
Zone 3:     $96+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: NNN
YTD Return 9/30/2024: 17.15
Sector: Real Estate
Tile Update: 3/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $40.84
Prev Close: $39.77
W52L:       $38.88
W52H:       $49.57
Zone 1:     $36-$45
Zone 2:     $45-$56
Zone 3:     $56+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: NOC
YTD Return 9/30/2024: 14.21
Sector: Industrials
Tile Update: 5/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $470.04
Prev Close: $467.13
W52L:       $418.60
W52H:       $555.57
Zone 1:     $358-$458
Zone 2:     $458-$550
Zone 3:     $550+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: NTR
YTD Return 9/30/2024: -11.93
Sector: Materials
Tile Update: 9/10/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $44.22
Prev Close: $44.58
W52L:       $43.87
W52H:       $60.87
Zone 1:     $40-$52
Zone 2:     $52-$63
Zone 3:     $63+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: NUE
YTD Return 9/30/2024: -12.77
Sector: Materials
Tile Update: 1/30/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $117.15
Prev Close: $115.78
W52L:       $114.50
W52H:       $203.00
Zone 1:     $78-$120
Zone 2:     $120-$144
Zone 3:     $144+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: NVDA
YTD Return 9/30/2024: 145.28
Sector: Information Technology
Tile Update: 6/13/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $134.33
Prev Close: $130.68
W52L:       $47.32
W52H:       $152.89
Zone 1:     $86-$115
Zone 2:     $115-$138
Zone 3:     $138+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: NWN
YTD Return 9/30/2024: 8.85
Sector: Utilities
Tile Update: 8/9/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $39.85
Prev Close: $39.61
W52L:       $34.82
W52H:       $44.25
Zone 1:     $34-$50
Zone 2:     $50-$62
Zone 3:     $62+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: O
YTD Return 9/30/2024: 14.70
Sector: Real Estate
Tile Update: 3/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $53.32
Prev Close: $51.76
W52L:       $50.65
W52H:       $64.88
Zone 1:     $46-$63
Zone 2:     $63-$76
Zone 3:     $76+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: ODFL
YTD Return 9/30/2024: -1.59
Sector: Industrials
Tile Update: 9/10/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $181.96
Prev Close: $187.74
W52L:       $165.49
W52H:       $233.26
Zone 1:     $130-$179
Zone 2:     $179-$215
Zone 3:     $215+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: OKE
YTD Return 9/30/2024: 34.88
Sector: Energy
Tile Update: 10/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $99.84
Prev Close: $97.66
W52L:       $67.05
W52H:       $118.07
Zone 1:     $66-$85
Zone 2:     $85-$102
Zone 3:     $102+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: ORCL
YTD Return 9/30/2024: 63.23
Sector: Information Technology
Tile Update: 12/12/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $170.10
Prev Close: $168.79
W52L:       $101.74
W52H:       $198.31
Zone 1:     $66-$98
Zone 2:     $98-$118
Zone 3:     $118+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: ORLY
YTD Return 9/30/2024: 21.21
Sector: Consumer Discretionary
Tile Update: 5/21/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $1,222.35
Prev Close: $1,214.39
W52L:       $914.50
W52H:       $1,283.97
Zone 1:     $588-$772
Zone 2:     $772-$924
Zone 3:     $924+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: PAA
YTD Return 9/30/2024: 21.19
Sector: Energy
Tile Update: 6/16/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $17.01
Prev Close: $16.98
W52L:       $15.03
W52H:       $19.17
Zone 1:     $10.5-$14
Zone 2:     $14-$18
Zone 3:     $18+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: PAGP
YTD Return 9/30/2024: 22.28
Sector: Energy
Tile Update: 6/16/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $18.09
Prev Close: $18.21
W52L:       $15.79
W52H:       $20.10
Zone 1:     $10.5-$14
Zone 2:     $14-$18
Zone 3:     $18+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: PAYX
YTD Return 9/30/2024: 15.30
Sector: Industrials
Tile Update: 7/7/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $139.68
Prev Close: $137.81
W52L:       $114.72
W52H:       $150.71
Zone 1:     $78-$99
Zone 2:     $99-$119
Zone 3:     $119+
   
Yellow shading indicates CAUTION: Impactful Event (e.g., cancelling payment of dividend) by the company.
Symbol: PEB
YTD Return 9/30/2024: -17.03
Sector: Real Estate
Tile Update: 9/2/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $13.68
Prev Close: $13.59
W52L:       $11.65
W52H:       $16.65
Zone 1:     $17-$21
Zone 2:     $21-$25
Zone 3:     $25+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: PEP
YTD Return 9/30/2024: 2.47
Sector: Consumer Staples
Tile Update: 5/6/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $152.48
Prev Close: $151.47
W52L:       $150.51
W52H:       $183.41
Zone 1:     $149-$175
Zone 2:     $175-$210
Zone 3:     $210+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: PFE
YTD Return 9/30/2024: 4.99
Sector: Health Care
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $26.38
Prev Close: $25.77
W52L:       $24.48
W52H:       $31.54
Zone 1:     $29-$36
Zone 2:     $36-$43
Zone 3:     $43+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: PG
YTD Return 9/30/2024: 20.42
Sector: Consumer Staples
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $168.99
Prev Close: $169.19
W52L:       $144.29
W52H:       $180.43
Zone 1:     $119-$140
Zone 2:     $140-$168
Zone 3:     $168+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: PH
YTD Return 9/30/2024: 38.32
Sector: Industrials
Tile Update: 8/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $645.44
Prev Close: $639.27
W52L:       $440.00
W52H:       $712.42
Zone 1:     $270-$337
Zone 2:     $337-$405
Zone 3:     $405+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: PII
YTD Return 9/30/2024: -10.12
Sector: Consumer Discretionary
Tile Update: 4/23/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $58.96
Prev Close: $56.93
W52L:       $56.85
W52H:       $100.91
Zone 1:     $74-$107
Zone 2:     $107-$139
Zone 3:     $139+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: PNC
YTD Return 9/30/2024: 23.01
Sector: Financials
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $191.29
Prev Close: $192.76
W52L:       $139.69
W52H:       $216.26
Zone 1:     $148-$172
Zone 2:     $172-$206
Zone 3:     $206+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: PNR
YTD Return 9/30/2024: 35.72
Sector: Industrials
Tile Update: 9/26/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $101.77
Prev Close: $100.98
W52L:       $68.08
W52H:       $110.71
Zone 1:     $57-$76
Zone 2:     $76-$95
Zone 3:     $95+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: PPG
YTD Return 9/30/2024: -10.08
Sector: Materials
Tile Update: 10/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $120.40
Prev Close: $119.52
W52L:       $118.07
W52H:       $150.82
Zone 1:     $130-$163
Zone 2:     $163-$204
Zone 3:     $204+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: PRU
YTD Return 9/30/2024: 20.86
Sector: Financials
Tile Update: 6/22/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $117.77
Prev Close: $117.83
W52L:       $100.60
W52H:       $130.55
Zone 1:     $68-$82
Zone 2:     $82-$103
Zone 3:     $103+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: PSX
YTD Return 9/30/2024: 1.10
Sector: Energy
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $110.36
Prev Close: $110.35
W52L:       $109.39
W52H:       $174.08
Zone 1:     $88-$110
Zone 2:     $110-$132
Zone 3:     $132+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: PYPL
YTD Return 9/30/2024: 27.06
Sector: Financials
Tile Update: 6/22/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $86.14
Prev Close: $87.13
W52L:       $55.77
W52H:       $93.66
Zone 1:     $70-$93
Zone 2:     $93-$121
Zone 3:     $121+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: QCOM
YTD Return 9/30/2024: 19.29
Sector: Information Technology
Tile Update: 5/1/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $153.44
Prev Close: $150.40
W52L:       $134.94
W52H:       $230.63
Zone 1:     $132-$176
Zone 2:     $176-$220
Zone 3:     $220+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: RGR
YTD Return 9/30/2024: -7.06
Sector: Industrials
Tile Update: 8/20/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $35.18
Prev Close: $35.23
W52L:       $34.87
W52H:       $48.20
Zone 1:     $34-$45
Zone 2:     $45-$56
Zone 3:     $56+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: RHI
YTD Return 9/30/2024: -21.56
Sector: Industrials
Tile Update: 5/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $71.01
Prev Close: $71.32
W52L:       $57.05
W52H:       $88.39
Zone 1:     $42-$50
Zone 2:     $50-$60
Zone 3:     $60+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: ROL
YTD Return 9/30/2024: 16.98
Sector: Consumer Discretionary
Tile Update: 1/12/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $47.10
Prev Close: $47.01
W52L:       $40.41
W52H:       $52.16
Zone 1:     $25-$32
Zone 2:     $32-$39
Zone 3:     $39+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: ROP
YTD Return 9/30/2024: 2.49
Sector: Industrials
Tile Update: 1/30/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $525.09
Prev Close: $521.75
W52L:       $508.22
W52H:       $580.09
Zone 1:     $293-$349
Zone 2:     $349-$416
Zone 3:     $416+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: ROST
YTD Return 9/30/2024: 9.58
Sector: Consumer Discretionary
Tile Update: 10/14/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $150.79
Prev Close: $147.79
W52L:       $127.53
W52H:       $163.60
Zone 1:     $108-$135
Zone 2:     $135-$162
Zone 3:     $162+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: RTX
YTD Return 9/30/2024: 46.60
Sector: Industrials
Tile Update: 10/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $116.22
Prev Close: $115.46
W52L:       $82.04
W52H:       $128.70
Zone 1:     $88-$115
Zone 2:     $115-$138
Zone 3:     $138+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: SCI
YTD Return 9/30/2024: 16.70
Sector: Consumer Discretionary
Tile Update: 1/23/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $81.95
Prev Close: $82.52
W52L:       $64.10
W52H:       $89.37
Zone 1:     $50-$61
Zone 2:     $61-$74
Zone 3:     $74+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: SHW
YTD Return 9/30/2024: 23.17
Sector: Materials
Tile Update: 10/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $346.10
Prev Close: $342.38
W52L:       $282.09
W52H:       $400.42
Zone 1:     $232-$323
Zone 2:     $323-$387
Zone 3:     $387+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: SJM
YTD Return 9/30/2024: -1.59
Sector: Consumer Staples
Tile Update: 4/25/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $110.03
Prev Close: $108.97
W52L:       $105.69
W52H:       $134.62
Zone 1:     $112-$136
Zone 2:     $136-$163
Zone 3:     $163+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: SJW
YTD Return 9/30/2024: -9.22
Sector: Utilities
Tile Update: 9/2/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $50.55
Prev Close: $51.05
W52L:       $50.08
W52H:       $67.80
Zone 1:     $46-$57
Zone 2:     $57-$69
Zone 3:     $69+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: SLP
YTD Return 9/30/2024: -28.13
Sector: Health Care
Tile Update: 1/23/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $29.32
Prev Close: $28.88
W52L:       $27.07
W52H:       $51.22
Zone 1:     $30-$38
Zone 2:     $38-$46
Zone 3:     $46+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: SO
YTD Return 9/30/2024: 32.22
Sector: Utilities
Tile Update: 5/9/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $82.75
Prev Close: $81.78
W52L:       $65.80
W52H:       $94.45
Zone 1:     $60-$72
Zone 2:     $72-$86
Zone 3:     $86+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: SON
YTD Return 9/30/2024: 0.59
Sector: Consumer Discretionary
Tile Update: 5/9/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $49.87
Prev Close: $50.15
W52L:       $48.22
W52H:       $61.73
Zone 1:     $44-$59
Zone 2:     $59-$71
Zone 3:     $71+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: SPGI
YTD Return 9/30/2024: 17.99
Sector: Financials
Tile Update: 1/31/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $492.14
Prev Close: $486.56
W52L:       $407.69
W52H:       $533.29
Zone 1:     $254-$320
Zone 2:     $320-$384
Zone 3:     $384+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: STZ
YTD Return 9/30/2024: 7.86
Sector: Consumer Staples
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $226.98
Prev Close: $227.05
W52L:       $224.76
W52H:       $274.87
Zone 1:     $225-$275
Zone 2:     $275-$330
Zone 3:     $330+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: SWK
YTD Return 9/30/2024: 15.30
Sector: Industrials
Tile Update: 8/19/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $82.25
Prev Close: $79.43
W52L:       $77.70
W52H:       $110.88
Zone 1:     $78-$105
Zone 2:     $105-$126
Zone 3:     $126+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: SYY
YTD Return 9/30/2024: 8.94
Sector: Consumer Staples
Tile Update: 10/29/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $76.99
Prev Close: $76.55
W52L:       $69.03
W52H:       $82.89
Zone 1:     $70-$83
Zone 2:     $83-$100
Zone 3:     $100+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: T
YTD Return 9/30/2024: 37.45
Sector: Communication Services
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $22.57
Prev Close: $22.57
W52L:       $15.94
W52H:       $24.03
Zone 1:     $18-$23
Zone 2:     $23-$28
Zone 3:     $28+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: TAP
YTD Return 9/30/2024: -3.79
Sector: Consumer Staples
Tile Update: 1/21/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $59.08
Prev Close: $58.65
W52L:       $49.19
W52H:       $69.18
Zone 1:     $36-$48
Zone 2:     $48-$58
Zone 3:     $58+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: TDG
YTD Return 9/30/2024: 41.08
Sector: Industrials
Tile Update: 8/17/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $1,282.19
Prev Close: $1,260.12
W52L:       $972.08
W52H:       $1,451.32
Zone 1:     $496-$672
Zone 2:     $672-$806
Zone 3:     $806+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: TFC
YTD Return 9/30/2024: 20.59
Sector: Financials
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $43.13
Prev Close: $43.32
W52L:       $34.23
W52H:       $49.06
Zone 1:     $32-$47
Zone 2:     $47-$56
Zone 3:     $56+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: TGT
YTD Return 9/30/2024: 11.78
Sector: Consumer Discretionary
Tile Update: 11/21/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $131.32
Prev Close: $130.43
W52L:       $120.21
W52H:       $181.86
Zone 1:     $107-$133
Zone 2:     $133-$166
Zone 3:     $166+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: TM
YTD Return 9/30/2024: -2.62
Sector: Consumer Discretionary
Tile Update: 7/29/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $179.09
Prev Close: $178.17
W52L:       $159.04
W52H:       $255.23
Zone 1:     $140-$192
Zone 2:     $192-$231
Zone 3:     $231+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: TR
YTD Return 9/30/2024: -3.47
Sector: Consumer Staples
Tile Update: 8/25/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $32.14
Prev Close: $31.72
W52L:       $27.58
W52H:       $34.80
Zone 1:     $21-$26
Zone 2:     $26-$32
Zone 3:     $32+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: TROW
YTD Return 9/30/2024: 4.57
Sector: Financials
Tile Update: 5/30/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $116.10
Prev Close: $112.97
W52L:       $100.49
W52H:       $125.81
Zone 1:     $94-$107
Zone 2:     $107-$128
Zone 3:     $128+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: TRV
YTD Return 9/30/2024: 24.62
Sector: Financials
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $240.93
Prev Close: $237.71
W52L:       $184.96
W52H:       $269.56
Zone 1:     $160-$200
Zone 2:     $200-$240
Zone 3:     $240+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: TSLA
YTD Return 9/30/2024: 5.29
Sector: Consumer Discretionary
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $439.82
Prev Close: $436.17
W52L:       $138.80
W52H:       $488.54
Zone 1:     $200-$250
Zone 2:     $250-$320
Zone 3:     $320+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: TSN
YTD Return 9/30/2024: 13.63
Sector: Consumer Staples
Tile Update: 5/6/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $58.13
Prev Close: $58.20
W52L:       $51.16
W52H:       $66.88
Zone 1:     $40-$53
Zone 2:     $53-$64
Zone 3:     $64+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: TTWO
YTD Return 9/30/2024: -4.50
Sector: Communication Services
Tile Update: 7/1/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $182.09
Prev Close: $181.38
W52L:       $135.24
W52H:       $191.91
Zone 1:     $110-$140
Zone 2:     $140-$174
Zone 3:     $174+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: TWLO
YTD Return 9/30/2024: -14.04
Sector: Communication Services
Tile Update: 2/1/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $107.18
Prev Close: $107.93
W52L:       $52.51
W52H:       $116.43
Zone 1:     $41-$83
Zone 2:     $83-$108
Zone 3:     $108+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: TXN
YTD Return 9/30/2024: 23.81
Sector: Information Technology
Tile Update: 10/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $187.68
Prev Close: $184.47
W52L:       $155.46
W52H:       $220.39
Zone 1:     $120-$163
Zone 2:     $163-$195
Zone 3:     $195+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: TYL
YTD Return 9/30/2024: 39.61
Sector: Information Technology
Tile Update: 8/26/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $603.36
Prev Close: $593.60
W52L:       $397.80
W52H:       $638.56
Zone 1:     $270-$316
Zone 2:     $316-$378
Zone 3:     $378+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: UGI
YTD Return 9/30/2024: 6.63
Sector: Utilities
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $27.49
Prev Close: $27.11
W52L:       $21.68
W52H:       $30.48
Zone 1:     $24-$35
Zone 2:     $35-$42
Zone 3:     $42+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: UNH
YTD Return 9/30/2024: 12.37
Sector: Health Care
Tile Update: 8/13/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $499.19
Prev Close: $489.25
W52L:       $436.38
W52H:       $630.73
Zone 1:     $403-$517
Zone 2:     $517-$620
Zone 3:     $620+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: UNP
YTD Return 9/30/2024: 1.96
Sector: Industrials
Tile Update: 8/1/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $227.01
Prev Close: $223.15
W52L:       $218.55
W52H:       $258.66
Zone 1:     $146-$197
Zone 2:     $197-$236
Zone 3:     $236+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: UPS
YTD Return 9/30/2024: -10.24
Sector: Industrials
Tile Update: 8/13/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $125.73
Prev Close: $122.65
W52L:       $122.03
W52H:       $161.48
Zone 1:     $108-$142
Zone 2:     $142-$171
Zone 3:     $171+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: UTF
YTD Return 9/30/2024: 30.89
Sector: Financials
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $23.40
Prev Close: $23.41
W52L:       $20.56
W52H:       $26.31
Zone 1:     $19-$24
Zone 2:     $24-$29
Zone 3:     $29+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: V
YTD Return 9/30/2024: 6.22
Sector: Financials
Tile Update: 5/9/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $319.16
Prev Close: $314.88
W52L:       $252.70
W52H:       $321.62
Zone 1:     $202-$250
Zone 2:     $250-$314
Zone 3:     $314+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: VDE
YTD Return 9/30/2024: 6.90
Sector: Energy
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $117.01
Prev Close: $117.74
W52L:       $110.51
W52H:       $137.92
Zone 1:     $60-$90
Zone 2:     $90-$112
Zone 3:     $112+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: VFC
YTD Return 9/30/2024: 7.99
Sector: Consumer Discretionary
Tile Update: 5/24/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $22.30
Prev Close: $21.67
W52L:       $11.00
W52H:       $23.49
Zone 1:     $8-$11.5
Zone 2:     $11.5-$14
Zone 3:     $14+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: VPU
YTD Return 9/30/2024: 30.04
Sector: Utilities
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $162.09
Prev Close: $163.59
W52L:       $128.05
W52H:       $180.04
Zone 1:     $125-$143
Zone 2:     $143-$164
Zone 3:     $164+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: VZ
YTD Return 9/30/2024: 25.12
Sector: Communication Services
Tile Update: 8/9/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $40.16
Prev Close: $39.97
W52L:       $37.15
W52H:       $45.36
Zone 1:     $33-$45
Zone 2:     $45-$56
Zone 3:     $56+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: WAB
YTD Return 9/30/2024: 43.80
Sector: Industrials
Tile Update: 1/12/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $193.60
Prev Close: $189.56
W52L:       $123.76
W52H:       $207.51
Zone 1:     $78-$89
Zone 2:     $89-$108
Zone 3:     $108+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: WBA
YTD Return 9/30/2024: -63.96
Sector: Health Care
Tile Update: 6/27/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $9.47
Prev Close: $9.35
W52L:       $8.08
W52H:       $27.05
Zone 1:     $10-$14
Zone 2:     $14-$20
Zone 3:     $20+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: WCN
YTD Return 9/30/2024: 20.40
Sector: Industrials
Tile Update: 8/8/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $174.63
Prev Close: $174.13
W52L:       $145.35
W52H:       $194.83
Zone 1:     $92-$108
Zone 2:     $108-$135
Zone 3:     $135+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: WDC
YTD Return 9/30/2024: 30.40
Sector: Information Technology
Tile Update: 10/25/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $60.30
Prev Close: $59.62
W52L:       $48.96
W52H:       $81.55
Zone 1:     $63-$104
Zone 2:     $104-$135
Zone 3:     $135+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: WDFC
YTD Return 9/30/2024: 9.02
Sector: Materials
Tile Update: 1/10/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $250.65
Prev Close: $257.54
W52L:       $211.03
W52H:       $292.36
Zone 1:     $171-$186
Zone 2:     $186-$223
Zone 3:     $223+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: WM
YTD Return 9/30/2024: 17.18
Sector: Industrials
Tile Update: 7/26/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $203.88
Prev Close: $205.83
W52L:       $175.75
W52H:       $230.39
Zone 1:     $112-$144
Zone 2:     $144-$178
Zone 3:     $178+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: WMB
YTD Return 9/30/2024: 35.77
Sector: Energy
Tile Update: 6/16/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $52.95
Prev Close: $53.49
W52L:       $32.65
W52H:       $60.36
Zone 1:     $24-$31
Zone 2:     $31-$38
Zone 3:     $38+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: WMT
YTD Return 9/30/2024: 55.15
Sector: Consumer Staples
Tile Update: 6/4/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $92.90
Prev Close: $93.40
W52L:       $51.72
W52H:       $96.18
Zone 1:     $42-$53
Zone 2:     $53-$64
Zone 3:     $64+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: WSO
YTD Return 9/30/2024: 16.85
Sector: Industrials
Tile Update: 8/27/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $488.00
Prev Close: $485.59
W52L:       $373.33
W52H:       $571.42
Zone 1:     $184-$220
Zone 2:     $220-$264
Zone 3:     $264+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: WST
YTD Return 9/30/2024: -14.61
Sector: Health Care
Tile Update: 5/30/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $333.09
Prev Close: $327.01
W52L:       $265.00
W52H:       $413.70
Zone 1:     $218-$296
Zone 2:     $296-$355
Zone 3:     $355+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: WY
YTD Return 9/30/2024: -0.34
Sector: Real Estate
Tile Update: 11/30/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $27.63
Prev Close: $27.21
W52L:       $26.73
W52H:       $36.27
Zone 1:     $23-$29
Zone 2:     $29-$35
Zone 3:     $35+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: XOM
YTD Return 9/30/2024: 20.25
Sector: Energy
Tile Update: 5/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $105.64
Prev Close: $105.51
W52L:       $95.77
W52H:       $126.34
Zone 1:     $86-$103
Zone 2:     $103-$124
Zone 3:     $124+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: YORW
YTD Return 9/30/2024: -1.31
Sector: Utilities
Tile Update: 8/30/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $33.71
Prev Close: $33.41
W52L:       $33.28
W52H:       $41.96
Zone 1:     $36-$43
Zone 2:     $43-$51
Zone 3:     $51+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: YUM
YTD Return 9/30/2024: 8.52
Sector: Consumer Discretionary
Tile Update: 10/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $132.53
Prev Close: $132.36
W52L:       $124.76
W52H:       $143.20
Zone 1:     $88-$125
Zone 2:     $125-$150
Zone 3:     $150+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: ZTS
YTD Return 9/30/2024: -0.26
Sector: Health Care
Tile Update: 9/27/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $164.55
Prev Close: $163.52
W52L:       $144.80
W52H:       $200.53
Zone 1:     $141-$171
Zone 2:     $171-$205
Zone 3:     $205+
   

9/30/2024-ALL ZONES

Symbol   Description                                     3 Year  5 Year 10 Year

Symbol   Description                                     3 Year  5 Year 10 Year

Symbol   Description                                     3 Year  5 Year 10 Year

 

 

 0/223 (223)  Print Preview  Bundle    |     |      |     |  | 
 
 
   
 
   
   

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SymbolDescription3 Yr STD3 Yr APR3 Yr OPTCurrent
1.
2.
3.
4.
5.
    TOTAL:  
↑ Grid Top ↑
Portfolio Allocation18
3 Yr Standard Deviation19
3 Yr APR20
3 Yr Sharpe Ratio21
PSDS Optimum
0.00
0.00
0.00
User Current
0.00
0.00
0.00

 
               
 
  
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* Selected Time Period for Portfolio Simulation: 9/30/2024.

** Database for 3, 5 and 10 year periods current through 9/30/2024.




   


223/223 symbols available
    
SymbolDescription
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: AAP
YTD Return 9/30/2024: -35.39
Sector: Consumer Discretionary
Tile Update: 5/31/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $43.15
Prev Close: $43.52
W52L:       $35.59
W52H:       $88.56
Zone 1:     $67-$92
Zone 2:     $92-$115
Zone 3:     $115+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: AAPL
YTD Return 9/30/2024: 21.48
Sector: Information Technology
Tile Update: 8/23/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $254.79
Prev Close: $254.49
W52L:       $164.08
W52H:       $255.65
Zone 1:     $141-$180
Zone 2:     $180-$215
Zone 3:     $215+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: AB
YTD Return 9/30/2024: 20.25
Sector: Financials
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $36.94
Prev Close: $37.26
W52L:       $30.10
W52H:       $38.96
Zone 1:     $27-$37
Zone 2:     $37-$45
Zone 3:     $45+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: ABBV
YTD Return 9/30/2024: 31.07
Sector: Health Care
Tile Update: 12/14/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $175.40
Prev Close: $175.58
W52L:       $153.58
W52H:       $207.32
Zone 1:     $123-$163
Zone 2:     $163-$196
Zone 3:     $196+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: ABT
YTD Return 9/30/2024: 5.16
Sector: Health Care
Tile Update: 5/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $113.55
Prev Close: $114.23
W52L:       $99.71
W52H:       $121.64
Zone 1:     $88-$112
Zone 2:     $112-$134
Zone 3:     $134+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: ADBE
YTD Return 9/30/2024: -13.21
Sector: Information Technology
Tile Update: 12/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $447.88
Prev Close: $447.17
W52L:       $432.47
W52H:       $638.25
Zone 1:     $408-$510
Zone 2:     $510-$612
Zone 3:     $612+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: ADM
YTD Return 9/30/2024: -15.09
Sector: Consumer Staples
Tile Update: 4/29/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $49.99
Prev Close: $50.49
W52L:       $48.92
W52H:       $74.02
Zone 1:     $56-$70
Zone 2:     $70-$84
Zone 3:     $84+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: ADP
YTD Return 9/30/2024: 20.76
Sector: Information Technology
Tile Update: 6/5/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $291.97
Prev Close: $294.02
W52L:       $230.38
W52H:       $309.63
Zone 1:     $201-$235
Zone 2:     $235-$282
Zone 3:     $282+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: AFL
YTD Return 9/30/2024: 37.80
Sector: Financials
Tile Update: 12/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $102.11
Prev Close: $102.69
W52L:       $75.08
W52H:       $115.50
Zone 1:     $56-$77
Zone 2:     $77-$92
Zone 3:     $92+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: ALB
YTD Return 9/30/2024: -33.67
Sector: Materials
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $89.50
Prev Close: $88.65
W52L:       $71.97
W52H:       $153.21
Zone 1:     $84-$112
Zone 2:     $112-$144
Zone 3:     $144+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: ALK
YTD Return 9/30/2024: 15.72
Sector: Industrials
Tile Update: 6/10/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $65.84
Prev Close: $66.02
W52L:       $32.62
W52H:       $66.81
Zone 1:     $33-$49
Zone 2:     $49-$62
Zone 3:     $62+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: AMAT
YTD Return 9/30/2024: 25.36
Sector: Information Technology
Tile Update: 5/20/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $165.83
Prev Close: $163.59
W52L:       $148.05
W52H:       $255.89
Zone 1:     $95-$158
Zone 2:     $158-$190
Zone 3:     $190+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: AMD
YTD Return 9/30/2024: 11.31
Sector: Information Technology
Tile Update: 6/5/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $124.73
Prev Close: $119.21
W52L:       $117.90
W52H:       $227.30
Zone 1:     $109-$146
Zone 2:     $146-$175
Zone 3:     $175+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: AMGN
YTD Return 9/30/2024: 14.34
Sector: Health Care
Tile Update: 11/25/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $262.55
Prev Close: $263.38
W52L:       $253.30
W52H:       $346.85
Zone 1:     $228-$293
Zone 2:     $293-$352
Zone 3:     $352+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: AMT
YTD Return 9/30/2024: 9.60
Sector: Real Estate
Tile Update: 4/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $182.32
Prev Close: $183.73
W52L:       $170.46
W52H:       $243.56
Zone 1:     $156-$199
Zone 2:     $199-$239
Zone 3:     $239+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: AMZN
YTD Return 9/30/2024: 22.63
Sector: Consumer Discretionary
Tile Update: 5/9/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $224.77
Prev Close: $224.92
W52L:       $144.05
W52H:       $233.00
Zone 1:     $150-$175
Zone 2:     $175-$210
Zone 3:     $210+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: AOS
YTD Return 9/30/2024: 10.23
Sector: Industrials
Tile Update: 10/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $68.32
Prev Close: $68.72
W52L:       $68.07
W52H:       $92.45
Zone 1:     $62-$75
Zone 2:     $75-$94
Zone 3:     $94+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: APD
YTD Return 9/30/2024: 10.32
Sector: Materials
Tile Update: 7/7/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $291.88
Prev Close: $294.99
W52L:       $212.24
W52H:       $337.00
Zone 1:     $203-$250
Zone 2:     $250-$313
Zone 3:     $313+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: ATO
YTD Return 9/30/2024: 22.15
Sector: Utilities
Tile Update: 1/12/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $138.66
Prev Close: $139.69
W52L:       $110.46
W52H:       $152.65
Zone 1:     $94-$101
Zone 2:     $101-$127
Zone 3:     $127+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: AWR
YTD Return 9/30/2024: 5.32
Sector: Utilities
Tile Update: 1/20/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $78.05
Prev Close: $79.51
W52L:       $66.03
W52H:       $87.50
Zone 1:     $66-$76
Zone 2:     $76-$92
Zone 3:     $92+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: AXP
YTD Return 9/30/2024: 46.12
Sector: Financials
Tile Update: 7/3/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $296.08
Prev Close: $298.65
W52L:       $177.81
W52H:       $307.82
Zone 1:     $162-$201
Zone 2:     $201-$251
Zone 3:     $251+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: AXTA
YTD Return 9/30/2024: 6.54
Sector: Materials
Tile Update: 10/31/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $34.25
Prev Close: $34.40
W52L:       $30.40
W52H:       $41.66
Zone 1:     $32-$40
Zone 2:     $40-$48
Zone 3:     $48+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: AZO
YTD Return 9/30/2024: 21.83
Sector: Consumer Discretionary
Tile Update: 7/8/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $3,216.32
Prev Close: $3,253.47
W52L:       $2,510.00
W52H:       $3,416.71
Zone 1:     $1500-$1754
Zone 2:     $1754-$2280
Zone 3:     $2280+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: BA
YTD Return 9/30/2024: -41.67
Sector: Industrials
Tile Update: 5/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $177.89
Prev Close: $177.35
W52L:       $137.03
W52H:       $264.66
Zone 1:     $180-$230
Zone 2:     $230-$300
Zone 3:     $300+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: BABA
YTD Return 9/30/2024: 39.91
Sector: Consumer Discretionary
Tile Update: 1/5/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $83.85
Prev Close: $82.28
W52L:       $66.63
W52H:       $117.82
Zone 1:     $120-$168
Zone 2:     $168-$202
Zone 3:     $202+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: BAH
YTD Return 9/30/2024: 28.56
Sector: Industrials
Tile Update: 1/30/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $130.60
Prev Close: $131.19
W52L:       $123.17
W52H:       $190.59
Zone 1:     $69-$79
Zone 2:     $79-$95
Zone 3:     $95+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: BDX
YTD Return 9/30/2024: 0.07
Sector: Health Care
Tile Update: 5/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $226.97
Prev Close: $227.68
W52L:       $218.75
W52H:       $249.89
Zone 1:     $229-$262
Zone 2:     $262-$315
Zone 3:     $315+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: BEN
YTD Return 9/30/2024: -28.84
Sector: Financials
Tile Update: 5/26/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $20.38
Prev Close: $20.49
W52L:       $18.95
W52H:       $30.32
Zone 1:     $22-$31
Zone 2:     $31-$39
Zone 3:     $39+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: BF.B
YTD Return 9/30/2024: -12.65
Sector: Consumer Staples
Tile Update: 5/21/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $40.62
Prev Close: $41.28
W52L:       $39.95
W52H:       $60.97
Zone 1:     $44-$53
Zone 2:     $53-$64
Zone 3:     $64+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: BKH
YTD Return 9/30/2024: 17.32
Sector: Utilities
Tile Update: 5/9/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $57.48
Prev Close: $57.97
W52L:       $49.34
W52H:       $65.59
Zone 1:     $53-$65
Zone 2:     $65-$78
Zone 3:     $78+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: BLK
YTD Return 9/30/2024: 19.15
Sector: Financials
Tile Update: 5/26/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $1,029.04
Prev Close: $1,028.69
W52L:       $745.55
W52H:       $1,082.45
Zone 1:     $560-$704
Zone 2:     $704-$880
Zone 3:     $880+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: BMI
YTD Return 9/30/2024: 42.16
Sector: Industrials
Tile Update: 1/28/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $216.47
Prev Close: $217.72
W52L:       $139.50
W52H:       $239.11
Zone 1:     $52-$69
Zone 2:     $69-$84
Zone 3:     $84+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: BMY
YTD Return 9/30/2024: 4.75
Sector: Health Care
Tile Update: 3/21/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $57.10
Prev Close: $57.33
W52L:       $39.35
W52H:       $61.08
Zone 1:     $47-$61
Zone 2:     $61-$81
Zone 3:     $81+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: BUD
YTD Return 9/30/2024: 4.08
Sector: Consumer Staples
Tile Update: 6/8/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $49.97
Prev Close: $50.21
W52L:       $49.66
W52H:       $67.49
Zone 1:     $42-$50
Zone 2:     $50-$60
Zone 3:     $60+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: CAG
YTD Return 9/30/2024: 17.47
Sector: Consumer Staples
Tile Update: 10/19/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $27.24
Prev Close: $27.11
W52L:       $26.21
W52H:       $33.24
Zone 1:     $29-$36
Zone 2:     $36-$45
Zone 3:     $45+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: CAH
YTD Return 9/30/2024: 10.70
Sector: Health Care
Tile Update: 2/6/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $117.64
Prev Close: $118.28
W52L:       $93.17
W52H:       $126.23
Zone 1:     $56-$68
Zone 2:     $68-$81
Zone 3:     $81+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: CAT
YTD Return 9/30/2024: 33.91
Sector: Industrials
Tile Update: 10/14/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $363.17
Prev Close: $366.04
W52L:       $276.94
W52H:       $418.50
Zone 1:     $230-$345
Zone 2:     $345-$414
Zone 3:     $414+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: CB
YTD Return 9/30/2024: 28.89
Sector: Financials
Tile Update: 1/23/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $272.65
Prev Close: $273.20
W52L:       $220.23
W52H:       $302.05
Zone 1:     $158-$201
Zone 2:     $201-$249
Zone 3:     $249+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: CCI
YTD Return 9/30/2024: 7.55
Sector: Real Estate
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $89.56
Prev Close: $90.66
W52L:       $89.50
W52H:       $120.92
Zone 1:     $98-$117
Zone 2:     $117-$140
Zone 3:     $140+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: CHD
YTD Return 9/30/2024: 11.68
Sector: Consumer Staples
Tile Update: 3/7/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $105.29
Prev Close: $106.10
W52L:       $91.58
W52H:       $113.50
Zone 1:     $77-$93
Zone 2:     $93-$112
Zone 3:     $112+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: CINF
YTD Return 9/30/2024: 34.21
Sector: Financials
Tile Update: 12/23/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $142.52
Prev Close: $144.57
W52L:       $101.41
W52H:       $161.75
Zone 1:     $75-$88
Zone 2:     $88-$106
Zone 3:     $106+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: CL
YTD Return 9/30/2024: 32.44
Sector: Consumer Staples
Tile Update: 6/27/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $91.48
Prev Close: $92.03
W52L:       $78.30
W52H:       $109.30
Zone 1:     $69-$81
Zone 2:     $81-$97
Zone 3:     $97+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: CLX
YTD Return 9/30/2024: 17.13
Sector: Consumer Staples
Tile Update: 5/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $161.59
Prev Close: $164.44
W52L:       $127.60
W52H:       $171.37
Zone 1:     $117-$152
Zone 2:     $152-$182
Zone 3:     $182+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: COR
YTD Return 9/30/2024: 10.32
Sector: Health Care
Tile Update: 10/12/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $228.29
Prev Close: $226.27
W52L:       $202.26
W52H:       $253.27
Zone 1:     $115-$145
Zone 2:     $145-$173
Zone 3:     $173+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: COST
YTD Return 9/30/2024: 34.91
Sector: Consumer Staples
Tile Update: 9/26/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $942.89
Prev Close: $954.07
W52L:       $640.51
W52H:       $1,008.25
Zone 1:     $432-$570
Zone 2:     $570-$684
Zone 3:     $684+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: CP
YTD Return 9/30/2024: 8.74
Sector: Industrials
Tile Update: 6/6/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $72.36
Prev Close: $72.26
W52L:       $70.89
W52H:       $91.58
Zone 1:     $54-$67
Zone 2:     $67-$82
Zone 3:     $82+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: CPB
YTD Return 9/30/2024: 16.03
Sector: Consumer Staples
Tile Update: 2/6/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $41.51
Prev Close: $41.50
W52L:       $40.26
W52H:       $52.81
Zone 1:     $37-$43
Zone 2:     $43-$52
Zone 3:     $52+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: CRM
YTD Return 9/30/2024: 4.48
Sector: Information Technology
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $337.85
Prev Close: $343.65
W52L:       $212.00
W52H:       $369.00
Zone 1:     $220-$308
Zone 2:     $308-$385
Zone 3:     $385+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: CSCO
YTD Return 9/30/2024: 7.95
Sector: Information Technology
Tile Update: 5/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $58.36
Prev Close: $58.52
W52L:       $44.50
W52H:       $60.23
Zone 1:     $43-$55
Zone 2:     $55-$66
Zone 3:     $66+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: CTAS
YTD Return 9/30/2024: 37.50
Sector: Industrials
Tile Update: 1/28/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $186.98
Prev Close: $186.94
W52L:       $143.64
W52H:       $228.12
Zone 1:     $247-$316
Zone 2:     $316-$380
Zone 3:     $380+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: CVS
YTD Return 9/30/2024: -17.95
Sector: Health Care
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $43.64
Prev Close: $44.36
W52L:       $43.57
W52H:       $83.25
Zone 1:     $56-$76
Zone 2:     $76-$91
Zone 3:     $91+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: CVX
YTD Return 9/30/2024: 1.90
Sector: Energy
Tile Update: 5/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $141.93
Prev Close: $142.85
W52L:       $135.37
W52H:       $167.11
Zone 1:     $142-$170
Zone 2:     $170-$213
Zone 3:     $213+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: CWT
YTD Return 9/30/2024: 6.30
Sector: Utilities
Tile Update: 1/26/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $45.19
Prev Close: $46.00
W52L:       $43.50
W52H:       $56.25
Zone 1:     $42-$56
Zone 2:     $56-$67
Zone 3:     $67+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: DE
YTD Return 9/30/2024: 5.52
Sector: Industrials
Tile Update: 5/20/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $431.41
Prev Close: $432.49
W52L:       $340.20
W52H:       $469.39
Zone 1:     $324-$405
Zone 2:     $405-$486
Zone 3:     $486+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: DELL
YTD Return 9/30/2024: 56.81
Sector: Information Technology
Tile Update: 8/30/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $117.00
Prev Close: $115.77
W52L:       $74.32
W52H:       $179.70
Zone 1:     $74-$96
Zone 2:     $96-$120
Zone 3:     $120+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: DG
YTD Return 9/30/2024: -37.00
Sector: Consumer Staples
Tile Update: 8/29/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $74.57
Prev Close: $76.40
W52L:       $72.12
W52H:       $168.07
Zone 1:     $78-$101
Zone 2:     $101-$126
Zone 3:     $126+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: DHR
YTD Return 9/30/2024: 20.56
Sector: Health Care
Tile Update: 7/3/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $227.83
Prev Close: $228.55
W52L:       $222.53
W52H:       $281.70
Zone 1:     $175-$219
Zone 2:     $219-$263
Zone 3:     $263+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: DIS
YTD Return 9/30/2024: 7.03
Sector: Communication Services
Tile Update: 5/20/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $110.55
Prev Close: $112.03
W52L:       $83.91
W52H:       $123.74
Zone 1:     $74-$98
Zone 2:     $98-$117
Zone 3:     $117+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: DLTR
YTD Return 9/30/2024: -50.50
Sector: Consumer Staples
Tile Update: 9/6/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $72.40
Prev Close: $72.94
W52L:       $60.49
W52H:       $151.22
Zone 1:     $60-$90
Zone 2:     $90-$120
Zone 3:     $120+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: DOV
YTD Return 9/30/2024: 25.74
Sector: Industrials
Tile Update: 11/11/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $188.21
Prev Close: $189.27
W52L:       $143.97
W52H:       $208.26
Zone 1:     $117-$157
Zone 2:     $157-$189
Zone 3:     $189+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: DUK
YTD Return 9/30/2024: 22.46
Sector: Utilities
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $107.31
Prev Close: $108.28
W52L:       $90.09
W52H:       $121.25
Zone 1:     $88-$104
Zone 2:     $104-$125
Zone 3:     $125+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: EA
YTD Return 9/30/2024: 5.27
Sector: Communication Services
Tile Update: 8/13/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $146.84
Prev Close: $147.80
W52L:       $124.92
W52H:       $168.50
Zone 1:     $113-$137
Zone 2:     $137-$165
Zone 3:     $165+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: ECL
YTD Return 9/30/2024: 29.65
Sector: Materials
Tile Update: 10/14/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $238.45
Prev Close: $235.53
W52L:       $193.46
W52H:       $262.61
Zone 1:     $165-$188
Zone 2:     $188-$225
Zone 3:     $225+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: ED
YTD Return 9/30/2024: 17.51
Sector: Utilities
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $90.02
Prev Close: $89.07
W52L:       $85.85
W52H:       $107.75
Zone 1:     $76-$89
Zone 2:     $89-$106
Zone 3:     $106+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: EIX
YTD Return 9/30/2024: 24.53
Sector: Utilities
Tile Update: 9/26/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $79.21
Prev Close: $77.93
W52L:       $63.15
W52H:       $88.77
Zone 1:     $61-$73
Zone 2:     $73-$88
Zone 3:     $88+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: EL
YTD Return 9/30/2024: -30.67
Sector: Consumer Staples
Tile Update: 10/31/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $74.57
Prev Close: $74.70
W52L:       $62.29
W52H:       $159.75
Zone 1:     $66-$80
Zone 2:     $80-$96
Zone 3:     $96+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: EMR
YTD Return 9/30/2024: 14.03
Sector: Industrials
Tile Update: 10/14/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $124.11
Prev Close: $122.35
W52L:       $91.65
W52H:       $134.85
Zone 1:     $83-$104
Zone 2:     $104-$130
Zone 3:     $130+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: EOG
YTD Return 9/30/2024: 3.88
Sector: Energy
Tile Update: 6/22/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $119.35
Prev Close: $118.22
W52L:       $108.94
W52H:       $139.67
Zone 1:     $64-$102
Zone 2:     $102-$132
Zone 3:     $132+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: EPD
YTD Return 9/30/2024: 16.69
Sector: Energy
Tile Update: 6/25/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $30.96
Prev Close: $30.53
W52L:       $26.05
W52H:       $34.63
Zone 1:     $18-$23
Zone 2:     $23-$28
Zone 3:     $28+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: ESS
YTD Return 9/30/2024: 22.45
Sector: Real Estate
Tile Update: 3/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $284.95
Prev Close: $279.01
W52L:       $223.06
W52H:       $317.73
Zone 1:     $167-$219
Zone 2:     $219-$274
Zone 3:     $274+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: EXPD
YTD Return 9/30/2024: 3.92
Sector: Industrials
Tile Update: 6/6/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $112.00
Prev Close: $112.74
W52L:       $111.20
W52H:       $131.59
Zone 1:     $78-$100
Zone 2:     $100-$121
Zone 3:     $121+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: F
YTD Return 9/30/2024: -8.61
Sector: Consumer Discretionary
Tile Update: 6/5/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $9.90
Prev Close: $9.74
W52L:       $9.49
W52H:       $14.85
Zone 1:     $11.5-$14.5
Zone 2:     $14.5-$19
Zone 3:     $19+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: FAST
YTD Return 9/30/2024: 12.15
Sector: Industrials
Tile Update: 4/24/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $74.09
Prev Close: $74.82
W52L:       $61.33
W52H:       $84.88
Zone 1:     $36-$48
Zone 2:     $48-$60
Zone 3:     $60+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: FDX
YTD Return 9/30/2024: 9.85
Sector: Industrials
Tile Update: 5/16/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $277.72
Prev Close: $275.88
W52L:       $234.45
W52H:       $313.84
Zone 1:     $153-$210
Zone 2:     $210-$271
Zone 3:     $271+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: FI
YTD Return 9/30/2024: 35.24
Sector: Information Technology
Tile Update: 6/23/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $205.66
Prev Close: $202.26
W52L:       $131.41
W52H:       $223.23
Zone 1:     $104-$124
Zone 2:     $124-$149
Zone 3:     $149+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: FOF
YTD Return 9/30/2024: 24.93
Sector: Financials
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $12.42
Prev Close: $12.42
W52L:       $10.90
W52H:       $13.39
Zone 1:     $10-$11.75
Zone 2:     $11.75-$13.5
Zone 3:     $13.5+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: FRT
YTD Return 9/30/2024: 14.00
Sector: Real Estate
Tile Update: 3/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $112.28
Prev Close: $109.55
W52L:       $95.98
W52H:       $118.34
Zone 1:     $75-$97
Zone 2:     $97-$116
Zone 3:     $116+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: GD
YTD Return 9/30/2024: 18.16
Sector: Industrials
Tile Update: 5/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $265.74
Prev Close: $260.28
W52L:       $247.36
W52H:       $316.90
Zone 1:     $212-$258
Zone 2:     $258-$310
Zone 3:     $310+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: GE
YTD Return 9/30/2024: 85.82
Sector: Industrials
Tile Update: 1/28/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $168.36
Prev Close: $164.80
W52L:       $123.65
W52H:       $194.80
Zone 1:     $58-$72
Zone 2:     $72-$87
Zone 3:     $87+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: GIS
YTD Return 9/30/2024: 16.48
Sector: Consumer Staples
Tile Update: 5/29/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $63.80
Prev Close: $64.01
W52L:       $61.48
W52H:       $75.90
Zone 1:     $61-$71
Zone 2:     $71-$89
Zone 3:     $89+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: GOOG
YTD Return 9/30/2024: 18.93
Sector: Communication Services
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $193.19
Prev Close: $192.96
W52L:       $131.55
W52H:       $202.88
Zone 1:     $138-$172
Zone 2:     $172-$206
Zone 3:     $206+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: GOOGL
YTD Return 9/30/2024: 19.02
Sector: Communication Services
Tile Update: 8/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $192.41
Prev Close: $188.51
W52L:       $130.67
W52H:       $201.42
Zone 1:     $138-$172
Zone 2:     $172-$206
Zone 3:     $206+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: GPC
YTD Return 9/30/2024: 2.99
Sector: Consumer Discretionary
Tile Update: 7/8/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $116.01
Prev Close: $114.62
W52L:       $112.74
W52H:       $164.45
Zone 1:     $80-$97
Zone 2:     $97-$117
Zone 3:     $117+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: GS
YTD Return 9/30/2024: 30.79
Sector: Financials
Tile Update: 6/29/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $569.04
Prev Close: $553.99
W52L:       $372.07
W52H:       $612.73
Zone 1:     $226-$326
Zone 2:     $326-$407
Zone 3:     $407+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: GT
YTD Return 9/30/2024: -38.20
Sector: Consumer Discretionary
Tile Update: 4/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $8.62
Prev Close: $8.62
W52L:       $7.27
W52H:       $14.97
Zone 1:     $11-$14
Zone 2:     $14-$18
Zone 3:     $18+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: GWW
YTD Return 9/30/2024: 26.14
Sector: Industrials
Tile Update: 8/15/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $1,092.19
Prev Close: $1,081.55
W52L:       $800.97
W52H:       $1,227.66
Zone 1:     $479-$600
Zone 2:     $600-$746
Zone 3:     $746+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: HBI
YTD Return 9/30/2024: 64.80
Sector: Consumer Discretionary
Tile Update: 9/26/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $8.30
Prev Close: $8.10
W52L:       $3.88
W52H:       $9.10
Zone 1:     $3.6-$6
Zone 2:     $6-$8
Zone 3:     $8+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: HD
YTD Return 9/30/2024: 19.15
Sector: Consumer Discretionary
Tile Update: 5/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $391.35
Prev Close: $385.02
W52L:       $323.77
W52H:       $439.37
Zone 1:     $245-$314
Zone 2:     $314-$376
Zone 3:     $376+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: HON
YTD Return 9/30/2024: 0.17
Sector: Industrials
Tile Update: 10/25/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $229.36
Prev Close: $226.88
W52L:       $189.66
W52H:       $242.77
Zone 1:     $165-$202
Zone 2:     $202-$242
Zone 3:     $242+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: HPE
YTD Return 9/30/2024: 22.95
Sector: Information Technology
Tile Update: 8/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $21.56
Prev Close: $20.76
W52L:       $14.47
W52H:       $24.24
Zone 1:     $13-$21
Zone 2:     $21-$26
Zone 3:     $26+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: HRL
YTD Return 9/30/2024: 1.36
Sector: Consumer Staples
Tile Update: 7/30/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $31.63
Prev Close: $31.58
W52L:       $28.51
W52H:       $36.86
Zone 1:     $28-$37
Zone 2:     $37-$44
Zone 3:     $44+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: HSY
YTD Return 9/30/2024: 5.02
Sector: Consumer Staples
Tile Update: 11/26/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $170.21
Prev Close: $168.94
W52L:       $168.16
W52H:       $211.92
Zone 1:     $140-$175
Zone 2:     $175-$228
Zone 3:     $228+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: HUM
YTD Return 9/30/2024: -30.28
Sector: Health Care
Tile Update: 5/7/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $249.86
Prev Close: $235.78
W52L:       $213.31
W52H:       $475.00
Zone 1:     $291-$351
Zone 2:     $351-$457
Zone 3:     $457+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: HUN
YTD Return 9/30/2024: -0.59
Sector: Materials
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $18.15
Prev Close: $18.26
W52L:       $17.67
W52H:       $27.01
Zone 1:     $18-$24
Zone 2:     $24-$30
Zone 3:     $30+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: IBM
YTD Return 9/30/2024: 38.96
Sector: Information Technology
Tile Update: 6/23/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $225.80
Prev Close: $223.92
W52L:       $157.89
W52H:       $239.35
Zone 1:     $110-$120
Zone 2:     $120-$144
Zone 3:     $144+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: IDXX
YTD Return 9/30/2024: -8.98
Sector: Health Care
Tile Update: 1/28/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $413.96
Prev Close: $409.03
W52L:       $398.50
W52H:       $583.39
Zone 1:     $302-$388
Zone 2:     $388-$465
Zone 3:     $465+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: IFF
YTD Return 9/30/2024: 31.27
Sector: Materials
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $85.72
Prev Close: $85.54
W52L:       $72.94
W52H:       $106.77
Zone 1:     $76-$95
Zone 2:     $95-$114
Zone 3:     $114+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: IGV
YTD Return 9/30/2024: 10.16
Sector: Information Technology
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $102.55
Prev Close: $103.62
W52L:       $75.96
W52H:       $110.84
Zone 1:     $250-$303
Zone 2:     $303-$363
Zone 3:     $363+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: INTC
YTD Return 9/30/2024: -52.68
Sector: Information Technology
Tile Update: 5/30/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $19.48
Prev Close: $19.06
W52L:       $18.51
W52H:       $51.28
Zone 1:     $25-$35
Zone 2:     $35-$45
Zone 3:     $45+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: IP
YTD Return 9/30/2024: 39.73
Sector: Consumer Discretionary
Tile Update: 2/2/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $54.25
Prev Close: $53.84
W52L:       $32.70
W52H:       $60.36
Zone 1:     $28-$38
Zone 2:     $38-$46
Zone 3:     $46+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: ITA
YTD Return 9/30/2024: 18.89
Sector: Industrials
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $145.83
Prev Close: $146.32
W52L:       $118.88
W52H:       $158.00
Zone 1:     $81-$98
Zone 2:     $98-$120
Zone 3:     $120+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: ITW
YTD Return 9/30/2024: 1.75
Sector: Industrials
Tile Update: 6/23/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $259.26
Prev Close: $258.11
W52L:       $232.77
W52H:       $279.13
Zone 1:     $137-$180
Zone 2:     $180-$216
Zone 3:     $216+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: IYF
YTD Return 9/30/2024: 22.87
Sector: Financials
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $109.93
Prev Close: $110.45
W52L:       $83.28
W52H:       $119.90
Zone 1:     $56-$70
Zone 2:     $70-$84
Zone 3:     $84+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: J
YTD Return 9/30/2024: 1.46
Sector: Industrials
Tile Update: 9/26/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $134.89
Prev Close: $135.75
W52L:       $125.88
W52H:       $156.31
Zone 1:     $92-$122
Zone 2:     $122-$159
Zone 3:     $159+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: JCI
YTD Return 9/30/2024: 36.82
Sector: Industrials
Tile Update: 5/1/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $80.68
Prev Close: $78.71
W52L:       $51.71
W52H:       $87.16
Zone 1:     $52-$63
Zone 2:     $63-$76
Zone 3:     $76+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: JJSF
YTD Return 9/30/2024: 4.46
Sector: Consumer Staples
Tile Update: 6/6/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $160.62
Prev Close: $160.78
W52L:       $133.23
W52H:       $180.80
Zone 1:     $114-$125
Zone 2:     $125-$149
Zone 3:     $149+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: JKHY
YTD Return 9/30/2024: 9.08
Sector: Information Technology
Tile Update: 8/18/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $176.69
Prev Close: $175.99
W52L:       $157.00
W52H:       $189.63
Zone 1:     $123-$143
Zone 2:     $143-$179
Zone 3:     $179+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: JNJ
YTD Return 9/30/2024: 5.83
Sector: Health Care
Tile Update: 3/20/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $144.40
Prev Close: $143.58
W52L:       $142.80
W52H:       $168.85
Zone 1:     $150-$170
Zone 2:     $170-$204
Zone 3:     $204+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: JPM
YTD Return 9/30/2024: 26.16
Sector: Financials
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $238.03
Prev Close: $232.96
W52L:       $164.30
W52H:       $254.31
Zone 1:     $136-$190
Zone 2:     $190-$238
Zone 3:     $238+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: K
YTD Return 9/30/2024: 48.23
Sector: Consumer Staples
Tile Update: 2/8/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $80.56
Prev Close: $80.34
W52L:       $52.46
W52H:       $81.34
Zone 1:     $50-$62
Zone 2:     $62-$74
Zone 3:     $74+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: KDP
YTD Return 9/30/2024: 15.47
Sector: Consumer Staples
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $32.42
Prev Close: $32.40
W52L:       $28.62
W52H:       $38.28
Zone 1:     $32-$38
Zone 2:     $38-$46
Zone 3:     $46+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: KHC
YTD Return 9/30/2024: -1.75
Sector: Consumer Staples
Tile Update: 10/31/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $30.36
Prev Close: $30.52
W52L:       $30.01
W52H:       $38.96
Zone 1:     $34-$41
Zone 2:     $41-$49
Zone 3:     $49+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: KMB
YTD Return 9/30/2024: 20.29
Sector: Consumer Staples
Tile Update: 10/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $131.84
Prev Close: $131.45
W52L:       $117.67
W52H:       $149.31
Zone 1:     $113-$132
Zone 2:     $132-$165
Zone 3:     $165+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: KO
YTD Return 9/30/2024: 24.71
Sector: Consumer Staples
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $62.85
Prev Close: $62.45
W52L:       $57.93
W52H:       $73.53
Zone 1:     $48-$55
Zone 2:     $55-$66
Zone 3:     $66+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: KR
YTD Return 9/30/2024: 27.58
Sector: Consumer Staples
Tile Update: 7/30/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $62.32
Prev Close: $60.96
W52L:       $44.48
W52H:       $63.59
Zone 1:     $46-$57
Zone 2:     $57-$69
Zone 3:     $69+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: LECO
YTD Return 9/30/2024: -10.79
Sector: Industrials
Tile Update: 8/26/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $190.97
Prev Close: $189.89
W52L:       $169.51
W52H:       $261.13
Zone 1:     $88-$128
Zone 2:     $128-$163
Zone 3:     $163+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: LFUS
YTD Return 9/30/2024: -0.09
Sector: Information Technology
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $236.04
Prev Close: $233.99
W52L:       $222.91
W52H:       $275.58
Zone 1:     $165-$220
Zone 2:     $220-$264
Zone 3:     $264+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: LHX
YTD Return 9/30/2024: 14.72
Sector: Industrials
Tile Update: 5/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $212.58
Prev Close: $213.55
W52L:       $200.18
W52H:       $265.74
Zone 1:     $182-$222
Zone 2:     $222-$266
Zone 3:     $266+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: LLY
YTD Return 9/30/2024: 52.71
Sector: Health Care
Tile Update: 10/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $772.39
Prev Close: $757.54
W52L:       $567.42
W52H:       $972.53
Zone 1:     $502-$608
Zone 2:     $608-$730
Zone 3:     $730+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: LMT
YTD Return 9/30/2024: 31.52
Sector: Industrials
Tile Update: 5/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $485.89
Prev Close: $479.66
W52L:       $413.92
W52H:       $618.95
Zone 1:     $360-$461
Zone 2:     $461-$554
Zone 3:     $554+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: LOW
YTD Return 9/30/2024: 23.51
Sector: Consumer Discretionary
Tile Update: 10/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $247.04
Prev Close: $244.52
W52L:       $209.55
W52H:       $287.01
Zone 1:     $153-$215
Zone 2:     $215-$268
Zone 3:     $268+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: LRCX
YTD Return 9/30/2024: 4.26
Sector: Information Technology
Tile Update: 8/30/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $72.32
Prev Close: $71.21
W52L:       $68.87
W52H:       $113.00
Zone 1:     $342-$481
Zone 2:     $481-$625
Zone 3:     $625+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: LUV
YTD Return 9/30/2024: 4.42
Sector: Industrials
Tile Update: 7/31/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $33.35
Prev Close: $33.28
W52L:       $23.58
W52H:       $36.12
Zone 1:     $32-$44
Zone 2:     $44-$53
Zone 3:     $53+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: MA
YTD Return 9/30/2024: 16.29
Sector: Information Technology
Tile Update: 8/13/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $529.14
Prev Close: $523.28
W52L:       $416.53
W52H:       $537.13
Zone 1:     $363-$440
Zone 2:     $440-$528
Zone 3:     $528+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: MAR
YTD Return 9/30/2024: 11.09
Sector: Consumer Discretionary
Tile Update: 8/24/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $284.26
Prev Close: $279.02
W52L:       $204.55
W52H:       $295.45
Zone 1:     $88-$116
Zone 2:     $116-$140
Zone 3:     $140+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: MAS
YTD Return 9/30/2024: 26.83
Sector: Industrials
Tile Update: 4/6/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $73.90
Prev Close: $74.39
W52L:       $63.60
W52H:       $86.70
Zone 1:     $40-$50
Zone 2:     $50-$60
Zone 3:     $60+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: MCD
YTD Return 9/30/2024: 4.56
Sector: Consumer Discretionary
Tile Update: 7/29/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $294.53
Prev Close: $290.23
W52L:       $243.53
W52H:       $317.90
Zone 1:     $204-$230
Zone 2:     $230-$276
Zone 3:     $276+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: MCK
YTD Return 9/30/2024: 7.17
Sector: Health Care
Tile Update: 1/20/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $579.68
Prev Close: $579.22
W52L:       $450.33
W52H:       $637.51
Zone 1:     $156-$201
Zone 2:     $201-$242
Zone 3:     $242+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: MDLZ
YTD Return 9/30/2024: 3.65
Sector: Consumer Staples
Tile Update: 7/29/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $59.72
Prev Close: $59.27
W52L:       $59.09
W52H:       $77.20
Zone 1:     $58-$67
Zone 2:     $67-$80
Zone 3:     $80+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: MDT
YTD Return 9/30/2024: 12.04
Sector: Health Care
Tile Update: 11/19/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $80.99
Prev Close: $79.99
W52L:       $75.96
W52H:       $92.68
Zone 1:     $82-$97
Zone 2:     $97-$117
Zone 3:     $117+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: META
YTD Return 9/30/2024: 62.21
Sector: Communication Services
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $596.61
Prev Close: $595.57
W52L:       $340.01
W52H:       $638.40
Zone 1:     $336-$500
Zone 2:     $500-$600
Zone 3:     $600+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: MKC
YTD Return 9/30/2024: 21.69
Sector: Consumer Staples
Tile Update: 5/9/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $78.76
Prev Close: $78.24
W52L:       $63.88
W52H:       $85.49
Zone 1:     $63-$76
Zone 2:     $76-$95
Zone 3:     $95+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: MMM
YTD Return 9/30/2024: 53.89
Sector: Industrials
Tile Update: 5/20/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $129.24
Prev Close: $127.13
W52L:       $88.23
W52H:       $141.34
Zone 1:     $78-$103
Zone 2:     $103-$124
Zone 3:     $124+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: MRK
YTD Return 9/30/2024: 6.15
Sector: Health Care
Tile Update: 6/27/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $98.73
Prev Close: $99.52
W52L:       $94.48
W52H:       $134.63
Zone 1:     $105-$127
Zone 2:     $127-$152
Zone 3:     $152+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: MSFT
YTD Return 9/30/2024: 15.05
Sector: Information Technology
Tile Update: 8/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $437.75
Prev Close: $437.03
W52L:       $366.50
W52H:       $468.35
Zone 1:     $286-$370
Zone 2:     $370-$442
Zone 3:     $442+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: NDSN
YTD Return 9/30/2024: 0.23
Sector: Industrials
Tile Update: 8/30/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $210.82
Prev Close: $208.94
W52L:       $207.74
W52H:       $279.38
Zone 1:     $144-$181
Zone 2:     $181-$209
Zone 3:     $209+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: NEE
YTD Return 9/30/2024: 42.30
Sector: Utilities
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $71.32
Prev Close: $71.67
W52L:       $53.95
W52H:       $86.10
Zone 1:     $58-$72
Zone 2:     $72-$88
Zone 3:     $88+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: NFLX
YTD Return 9/30/2024: 45.68
Sector: Communication Services
Tile Update: 10/14/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $911.98
Prev Close: $902.04
W52L:       $461.86
W52H:       $941.75
Zone 1:     $460-$552
Zone 2:     $552-$690
Zone 3:     $690+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: NKE
YTD Return 9/30/2024: -17.59
Sector: Consumer Discretionary
Tile Update: 7/3/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $76.50
Prev Close: $77.10
W52L:       $70.75
W52H:       $110.80
Zone 1:     $64-$80
Zone 2:     $80-$96
Zone 3:     $96+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: NNN
YTD Return 9/30/2024: 17.15
Sector: Real Estate
Tile Update: 3/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $40.84
Prev Close: $39.77
W52L:       $38.88
W52H:       $49.57
Zone 1:     $36-$45
Zone 2:     $45-$56
Zone 3:     $56+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: NOC
YTD Return 9/30/2024: 14.21
Sector: Industrials
Tile Update: 5/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $470.04
Prev Close: $467.13
W52L:       $418.60
W52H:       $555.57
Zone 1:     $358-$458
Zone 2:     $458-$550
Zone 3:     $550+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: NTR
YTD Return 9/30/2024: -11.93
Sector: Materials
Tile Update: 9/10/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $44.22
Prev Close: $44.58
W52L:       $43.87
W52H:       $60.87
Zone 1:     $40-$52
Zone 2:     $52-$63
Zone 3:     $63+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: NUE
YTD Return 9/30/2024: -12.77
Sector: Materials
Tile Update: 1/30/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $117.15
Prev Close: $115.78
W52L:       $114.50
W52H:       $203.00
Zone 1:     $78-$120
Zone 2:     $120-$144
Zone 3:     $144+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: NVDA
YTD Return 9/30/2024: 145.28
Sector: Information Technology
Tile Update: 6/13/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $134.33
Prev Close: $130.68
W52L:       $47.32
W52H:       $152.89
Zone 1:     $86-$115
Zone 2:     $115-$138
Zone 3:     $138+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: NWN
YTD Return 9/30/2024: 8.85
Sector: Utilities
Tile Update: 8/9/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $39.85
Prev Close: $39.61
W52L:       $34.82
W52H:       $44.25
Zone 1:     $34-$50
Zone 2:     $50-$62
Zone 3:     $62+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: O
YTD Return 9/30/2024: 14.70
Sector: Real Estate
Tile Update: 3/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $53.32
Prev Close: $51.76
W52L:       $50.65
W52H:       $64.88
Zone 1:     $46-$63
Zone 2:     $63-$76
Zone 3:     $76+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: ODFL
YTD Return 9/30/2024: -1.59
Sector: Industrials
Tile Update: 9/10/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $181.96
Prev Close: $187.74
W52L:       $165.49
W52H:       $233.26
Zone 1:     $130-$179
Zone 2:     $179-$215
Zone 3:     $215+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: OKE
YTD Return 9/30/2024: 34.88
Sector: Energy
Tile Update: 10/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $99.84
Prev Close: $97.66
W52L:       $67.05
W52H:       $118.07
Zone 1:     $66-$85
Zone 2:     $85-$102
Zone 3:     $102+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: ORCL
YTD Return 9/30/2024: 63.23
Sector: Information Technology
Tile Update: 12/12/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $170.10
Prev Close: $168.79
W52L:       $101.74
W52H:       $198.31
Zone 1:     $66-$98
Zone 2:     $98-$118
Zone 3:     $118+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: ORLY
YTD Return 9/30/2024: 21.21
Sector: Consumer Discretionary
Tile Update: 5/21/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $1,222.35
Prev Close: $1,214.39
W52L:       $914.50
W52H:       $1,283.97
Zone 1:     $588-$772
Zone 2:     $772-$924
Zone 3:     $924+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: PAA
YTD Return 9/30/2024: 21.19
Sector: Energy
Tile Update: 6/16/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $17.01
Prev Close: $16.98
W52L:       $15.03
W52H:       $19.17
Zone 1:     $10.5-$14
Zone 2:     $14-$18
Zone 3:     $18+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: PAGP
YTD Return 9/30/2024: 22.28
Sector: Energy
Tile Update: 6/16/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $18.09
Prev Close: $18.21
W52L:       $15.79
W52H:       $20.10
Zone 1:     $10.5-$14
Zone 2:     $14-$18
Zone 3:     $18+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: PAYX
YTD Return 9/30/2024: 15.30
Sector: Industrials
Tile Update: 7/7/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $139.68
Prev Close: $137.81
W52L:       $114.72
W52H:       $150.71
Zone 1:     $78-$99
Zone 2:     $99-$119
Zone 3:     $119+
   
Yellow shading indicates CAUTION: Impactful Event (e.g., cancelling payment of dividend) by the company.
Symbol: PEB
YTD Return 9/30/2024: -17.03
Sector: Real Estate
Tile Update: 9/2/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $13.68
Prev Close: $13.59
W52L:       $11.65
W52H:       $16.65
Zone 1:     $17-$21
Zone 2:     $21-$25
Zone 3:     $25+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: PEP
YTD Return 9/30/2024: 2.47
Sector: Consumer Staples
Tile Update: 5/6/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $152.48
Prev Close: $151.47
W52L:       $150.51
W52H:       $183.41
Zone 1:     $149-$175
Zone 2:     $175-$210
Zone 3:     $210+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: PFE
YTD Return 9/30/2024: 4.99
Sector: Health Care
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $26.38
Prev Close: $25.77
W52L:       $24.48
W52H:       $31.54
Zone 1:     $29-$36
Zone 2:     $36-$43
Zone 3:     $43+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: PG
YTD Return 9/30/2024: 20.42
Sector: Consumer Staples
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $168.99
Prev Close: $169.19
W52L:       $144.29
W52H:       $180.43
Zone 1:     $119-$140
Zone 2:     $140-$168
Zone 3:     $168+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: PH
YTD Return 9/30/2024: 38.32
Sector: Industrials
Tile Update: 8/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $645.44
Prev Close: $639.27
W52L:       $440.00
W52H:       $712.42
Zone 1:     $270-$337
Zone 2:     $337-$405
Zone 3:     $405+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: PII
YTD Return 9/30/2024: -10.12
Sector: Consumer Discretionary
Tile Update: 4/23/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $58.96
Prev Close: $56.93
W52L:       $56.85
W52H:       $100.91
Zone 1:     $74-$107
Zone 2:     $107-$139
Zone 3:     $139+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: PNC
YTD Return 9/30/2024: 23.01
Sector: Financials
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $191.29
Prev Close: $192.76
W52L:       $139.69
W52H:       $216.26
Zone 1:     $148-$172
Zone 2:     $172-$206
Zone 3:     $206+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: PNR
YTD Return 9/30/2024: 35.72
Sector: Industrials
Tile Update: 9/26/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $101.77
Prev Close: $100.98
W52L:       $68.08
W52H:       $110.71
Zone 1:     $57-$76
Zone 2:     $76-$95
Zone 3:     $95+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: PPG
YTD Return 9/30/2024: -10.08
Sector: Materials
Tile Update: 10/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $120.40
Prev Close: $119.52
W52L:       $118.07
W52H:       $150.82
Zone 1:     $130-$163
Zone 2:     $163-$204
Zone 3:     $204+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: PRU
YTD Return 9/30/2024: 20.86
Sector: Financials
Tile Update: 6/22/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $117.77
Prev Close: $117.83
W52L:       $100.60
W52H:       $130.55
Zone 1:     $68-$82
Zone 2:     $82-$103
Zone 3:     $103+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: PSX
YTD Return 9/30/2024: 1.10
Sector: Energy
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $110.36
Prev Close: $110.35
W52L:       $109.39
W52H:       $174.08
Zone 1:     $88-$110
Zone 2:     $110-$132
Zone 3:     $132+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: PYPL
YTD Return 9/30/2024: 27.06
Sector: Financials
Tile Update: 6/22/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $86.14
Prev Close: $87.13
W52L:       $55.77
W52H:       $93.66
Zone 1:     $70-$93
Zone 2:     $93-$121
Zone 3:     $121+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: QCOM
YTD Return 9/30/2024: 19.29
Sector: Information Technology
Tile Update: 5/1/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $153.44
Prev Close: $150.40
W52L:       $134.94
W52H:       $230.63
Zone 1:     $132-$176
Zone 2:     $176-$220
Zone 3:     $220+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: RGR
YTD Return 9/30/2024: -7.06
Sector: Industrials
Tile Update: 8/20/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $35.18
Prev Close: $35.23
W52L:       $34.87
W52H:       $48.20
Zone 1:     $34-$45
Zone 2:     $45-$56
Zone 3:     $56+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: RHI
YTD Return 9/30/2024: -21.56
Sector: Industrials
Tile Update: 5/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $71.01
Prev Close: $71.32
W52L:       $57.05
W52H:       $88.39
Zone 1:     $42-$50
Zone 2:     $50-$60
Zone 3:     $60+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: ROL
YTD Return 9/30/2024: 16.98
Sector: Consumer Discretionary
Tile Update: 1/12/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $47.10
Prev Close: $47.01
W52L:       $40.41
W52H:       $52.16
Zone 1:     $25-$32
Zone 2:     $32-$39
Zone 3:     $39+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: ROP
YTD Return 9/30/2024: 2.49
Sector: Industrials
Tile Update: 1/30/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $525.09
Prev Close: $521.75
W52L:       $508.22
W52H:       $580.09
Zone 1:     $293-$349
Zone 2:     $349-$416
Zone 3:     $416+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: ROST
YTD Return 9/30/2024: 9.58
Sector: Consumer Discretionary
Tile Update: 10/14/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $150.79
Prev Close: $147.79
W52L:       $127.53
W52H:       $163.60
Zone 1:     $108-$135
Zone 2:     $135-$162
Zone 3:     $162+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: RTX
YTD Return 9/30/2024: 46.60
Sector: Industrials
Tile Update: 10/16/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $116.22
Prev Close: $115.46
W52L:       $82.04
W52H:       $128.70
Zone 1:     $88-$115
Zone 2:     $115-$138
Zone 3:     $138+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: SCI
YTD Return 9/30/2024: 16.70
Sector: Consumer Discretionary
Tile Update: 1/23/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $81.95
Prev Close: $82.52
W52L:       $64.10
W52H:       $89.37
Zone 1:     $50-$61
Zone 2:     $61-$74
Zone 3:     $74+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: SHW
YTD Return 9/30/2024: 23.17
Sector: Materials
Tile Update: 10/15/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $346.10
Prev Close: $342.38
W52L:       $282.09
W52H:       $400.42
Zone 1:     $232-$323
Zone 2:     $323-$387
Zone 3:     $387+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: SJM
YTD Return 9/30/2024: -1.59
Sector: Consumer Staples
Tile Update: 4/25/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $110.03
Prev Close: $108.97
W52L:       $105.69
W52H:       $134.62
Zone 1:     $112-$136
Zone 2:     $136-$163
Zone 3:     $163+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: SJW
YTD Return 9/30/2024: -9.22
Sector: Utilities
Tile Update: 9/2/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $50.55
Prev Close: $51.05
W52L:       $50.08
W52H:       $67.80
Zone 1:     $46-$57
Zone 2:     $57-$69
Zone 3:     $69+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: SLP
YTD Return 9/30/2024: -28.13
Sector: Health Care
Tile Update: 1/23/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $29.32
Prev Close: $28.88
W52L:       $27.07
W52H:       $51.22
Zone 1:     $30-$38
Zone 2:     $38-$46
Zone 3:     $46+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: SO
YTD Return 9/30/2024: 32.22
Sector: Utilities
Tile Update: 5/9/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $82.75
Prev Close: $81.78
W52L:       $65.80
W52H:       $94.45
Zone 1:     $60-$72
Zone 2:     $72-$86
Zone 3:     $86+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: SON
YTD Return 9/30/2024: 0.59
Sector: Consumer Discretionary
Tile Update: 5/9/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $49.87
Prev Close: $50.15
W52L:       $48.22
W52H:       $61.73
Zone 1:     $44-$59
Zone 2:     $59-$71
Zone 3:     $71+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: SPGI
YTD Return 9/30/2024: 17.99
Sector: Financials
Tile Update: 1/31/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $492.14
Prev Close: $486.56
W52L:       $407.69
W52H:       $533.29
Zone 1:     $254-$320
Zone 2:     $320-$384
Zone 3:     $384+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: STZ
YTD Return 9/30/2024: 7.86
Sector: Consumer Staples
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $226.98
Prev Close: $227.05
W52L:       $224.76
W52H:       $274.87
Zone 1:     $225-$275
Zone 2:     $275-$330
Zone 3:     $330+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: SWK
YTD Return 9/30/2024: 15.30
Sector: Industrials
Tile Update: 8/19/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $82.25
Prev Close: $79.43
W52L:       $77.70
W52H:       $110.88
Zone 1:     $78-$105
Zone 2:     $105-$126
Zone 3:     $126+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: SYY
YTD Return 9/30/2024: 8.94
Sector: Consumer Staples
Tile Update: 10/29/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $76.99
Prev Close: $76.55
W52L:       $69.03
W52H:       $82.89
Zone 1:     $70-$83
Zone 2:     $83-$100
Zone 3:     $100+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: T
YTD Return 9/30/2024: 37.45
Sector: Communication Services
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $22.57
Prev Close: $22.57
W52L:       $15.94
W52H:       $24.03
Zone 1:     $18-$23
Zone 2:     $23-$28
Zone 3:     $28+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: TAP
YTD Return 9/30/2024: -3.79
Sector: Consumer Staples
Tile Update: 1/21/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $59.08
Prev Close: $58.65
W52L:       $49.19
W52H:       $69.18
Zone 1:     $36-$48
Zone 2:     $48-$58
Zone 3:     $58+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: TDG
YTD Return 9/30/2024: 41.08
Sector: Industrials
Tile Update: 8/17/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $1,282.19
Prev Close: $1,260.12
W52L:       $972.08
W52H:       $1,451.32
Zone 1:     $496-$672
Zone 2:     $672-$806
Zone 3:     $806+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: TFC
YTD Return 9/30/2024: 20.59
Sector: Financials
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $43.13
Prev Close: $43.32
W52L:       $34.23
W52H:       $49.06
Zone 1:     $32-$47
Zone 2:     $47-$56
Zone 3:     $56+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: TGT
YTD Return 9/30/2024: 11.78
Sector: Consumer Discretionary
Tile Update: 11/21/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $131.32
Prev Close: $130.43
W52L:       $120.21
W52H:       $181.86
Zone 1:     $107-$133
Zone 2:     $133-$166
Zone 3:     $166+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: TM
YTD Return 9/30/2024: -2.62
Sector: Consumer Discretionary
Tile Update: 7/29/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $179.09
Prev Close: $178.17
W52L:       $159.04
W52H:       $255.23
Zone 1:     $140-$192
Zone 2:     $192-$231
Zone 3:     $231+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: TR
YTD Return 9/30/2024: -3.47
Sector: Consumer Staples
Tile Update: 8/25/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $32.14
Prev Close: $31.72
W52L:       $27.58
W52H:       $34.80
Zone 1:     $21-$26
Zone 2:     $26-$32
Zone 3:     $32+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: TROW
YTD Return 9/30/2024: 4.57
Sector: Financials
Tile Update: 5/30/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $116.10
Prev Close: $112.97
W52L:       $100.49
W52H:       $125.81
Zone 1:     $94-$107
Zone 2:     $107-$128
Zone 3:     $128+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: TRV
YTD Return 9/30/2024: 24.62
Sector: Financials
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $240.93
Prev Close: $237.71
W52L:       $184.96
W52H:       $269.56
Zone 1:     $160-$200
Zone 2:     $200-$240
Zone 3:     $240+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: TSLA
YTD Return 9/30/2024: 5.29
Sector: Consumer Discretionary
Tile Update: 10/17/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $439.82
Prev Close: $436.17
W52L:       $138.80
W52H:       $488.54
Zone 1:     $200-$250
Zone 2:     $250-$320
Zone 3:     $320+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: TSN
YTD Return 9/30/2024: 13.63
Sector: Consumer Staples
Tile Update: 5/6/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $58.13
Prev Close: $58.20
W52L:       $51.16
W52H:       $66.88
Zone 1:     $40-$53
Zone 2:     $53-$64
Zone 3:     $64+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: TTWO
YTD Return 9/30/2024: -4.50
Sector: Communication Services
Tile Update: 7/1/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $182.09
Prev Close: $181.38
W52L:       $135.24
W52H:       $191.91
Zone 1:     $110-$140
Zone 2:     $140-$174
Zone 3:     $174+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: TWLO
YTD Return 9/30/2024: -14.04
Sector: Communication Services
Tile Update: 2/1/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $107.18
Prev Close: $107.93
W52L:       $52.51
W52H:       $116.43
Zone 1:     $41-$83
Zone 2:     $83-$108
Zone 3:     $108+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: TXN
YTD Return 9/30/2024: 23.81
Sector: Information Technology
Tile Update: 10/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $187.68
Prev Close: $184.47
W52L:       $155.46
W52H:       $220.39
Zone 1:     $120-$163
Zone 2:     $163-$195
Zone 3:     $195+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: TYL
YTD Return 9/30/2024: 39.61
Sector: Information Technology
Tile Update: 8/26/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $603.36
Prev Close: $593.60
W52L:       $397.80
W52H:       $638.56
Zone 1:     $270-$316
Zone 2:     $316-$378
Zone 3:     $378+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: UGI
YTD Return 9/30/2024: 6.63
Sector: Utilities
Tile Update: 10/18/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $27.49
Prev Close: $27.11
W52L:       $21.68
W52H:       $30.48
Zone 1:     $24-$35
Zone 2:     $35-$42
Zone 3:     $42+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: UNH
YTD Return 9/30/2024: 12.37
Sector: Health Care
Tile Update: 8/13/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $499.19
Prev Close: $489.25
W52L:       $436.38
W52H:       $630.73
Zone 1:     $403-$517
Zone 2:     $517-$620
Zone 3:     $620+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: UNP
YTD Return 9/30/2024: 1.96
Sector: Industrials
Tile Update: 8/1/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $227.01
Prev Close: $223.15
W52L:       $218.55
W52H:       $258.66
Zone 1:     $146-$197
Zone 2:     $197-$236
Zone 3:     $236+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: UPS
YTD Return 9/30/2024: -10.24
Sector: Industrials
Tile Update: 8/13/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $125.73
Prev Close: $122.65
W52L:       $122.03
W52H:       $161.48
Zone 1:     $108-$142
Zone 2:     $142-$171
Zone 3:     $171+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: UTF
YTD Return 9/30/2024: 30.89
Sector: Financials
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $23.40
Prev Close: $23.41
W52L:       $20.56
W52H:       $26.31
Zone 1:     $19-$24
Zone 2:     $24-$29
Zone 3:     $29+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: V
YTD Return 9/30/2024: 6.22
Sector: Financials
Tile Update: 5/9/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $319.16
Prev Close: $314.88
W52L:       $252.70
W52H:       $321.62
Zone 1:     $202-$250
Zone 2:     $250-$314
Zone 3:     $314+
   
Light magenta shading indicates a stock is currently less than 10% over its REVISE Zone threshold.
Symbol: VDE
YTD Return 9/30/2024: 6.90
Sector: Energy
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $117.01
Prev Close: $117.74
W52L:       $110.51
W52H:       $137.92
Zone 1:     $60-$90
Zone 2:     $90-$112
Zone 3:     $112+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: VFC
YTD Return 9/30/2024: 7.99
Sector: Consumer Discretionary
Tile Update: 5/24/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $22.30
Prev Close: $21.67
W52L:       $11.00
W52H:       $23.49
Zone 1:     $8-$11.5
Zone 2:     $11.5-$14
Zone 3:     $14+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: VPU
YTD Return 9/30/2024: 30.04
Sector: Utilities
Tile Update: 4/4/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $162.09
Prev Close: $163.59
W52L:       $128.05
W52H:       $180.04
Zone 1:     $125-$143
Zone 2:     $143-$164
Zone 3:     $164+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: VZ
YTD Return 9/30/2024: 25.12
Sector: Communication Services
Tile Update: 8/9/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $40.16
Prev Close: $39.97
W52L:       $37.15
W52H:       $45.36
Zone 1:     $33-$45
Zone 2:     $45-$56
Zone 3:     $56+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: WAB
YTD Return 9/30/2024: 43.80
Sector: Industrials
Tile Update: 1/12/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $193.60
Prev Close: $189.56
W52L:       $123.76
W52H:       $207.51
Zone 1:     $78-$89
Zone 2:     $89-$108
Zone 3:     $108+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: WBA
YTD Return 9/30/2024: -63.96
Sector: Health Care
Tile Update: 6/27/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $9.47
Prev Close: $9.35
W52L:       $8.08
W52H:       $27.05
Zone 1:     $10-$14
Zone 2:     $14-$20
Zone 3:     $20+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: WCN
YTD Return 9/30/2024: 20.40
Sector: Industrials
Tile Update: 8/8/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $174.63
Prev Close: $174.13
W52L:       $145.35
W52H:       $194.83
Zone 1:     $92-$108
Zone 2:     $108-$135
Zone 3:     $135+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: WDC
YTD Return 9/30/2024: 30.40
Sector: Information Technology
Tile Update: 10/25/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $60.30
Prev Close: $59.62
W52L:       $48.96
W52H:       $81.55
Zone 1:     $63-$104
Zone 2:     $104-$135
Zone 3:     $135+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: WDFC
YTD Return 9/30/2024: 9.02
Sector: Materials
Tile Update: 1/10/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $250.65
Prev Close: $257.54
W52L:       $211.03
W52H:       $292.36
Zone 1:     $171-$186
Zone 2:     $186-$223
Zone 3:     $223+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: WM
YTD Return 9/30/2024: 17.18
Sector: Industrials
Tile Update: 7/26/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $203.88
Prev Close: $205.83
W52L:       $175.75
W52H:       $230.39
Zone 1:     $112-$144
Zone 2:     $144-$178
Zone 3:     $178+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: WMB
YTD Return 9/30/2024: 35.77
Sector: Energy
Tile Update: 6/16/2023
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $52.95
Prev Close: $53.49
W52L:       $32.65
W52H:       $60.36
Zone 1:     $24-$31
Zone 2:     $31-$38
Zone 3:     $38+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: WMT
YTD Return 9/30/2024: 55.15
Sector: Consumer Staples
Tile Update: 6/4/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $92.90
Prev Close: $93.40
W52L:       $51.72
W52H:       $96.18
Zone 1:     $42-$53
Zone 2:     $53-$64
Zone 3:     $64+
   
Dark magenta shading indicates a stock is currently 10% or more over its REVISE Zone threshold.
Symbol: WSO
YTD Return 9/30/2024: 16.85
Sector: Industrials
Tile Update: 8/27/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $488.00
Prev Close: $485.59
W52L:       $373.33
W52H:       $571.42
Zone 1:     $184-$220
Zone 2:     $220-$264
Zone 3:     $264+
   
Dark green shading indicates a stock is currently in the upper half of its RETAIN Zone.
Symbol: WST
YTD Return 9/30/2024: -14.61
Sector: Health Care
Tile Update: 5/30/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $333.09
Prev Close: $327.01
W52L:       $265.00
W52H:       $413.70
Zone 1:     $218-$296
Zone 2:     $296-$355
Zone 3:     $355+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: WY
YTD Return 9/30/2024: -0.34
Sector: Real Estate
Tile Update: 11/30/2022
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $27.63
Prev Close: $27.21
W52L:       $26.73
W52H:       $36.27
Zone 1:     $23-$29
Zone 2:     $29-$35
Zone 3:     $35+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: XOM
YTD Return 9/30/2024: 20.25
Sector: Energy
Tile Update: 5/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $105.64
Prev Close: $105.51
W52L:       $95.77
W52H:       $126.34
Zone 1:     $86-$103
Zone 2:     $103-$124
Zone 3:     $124+
   
Light blue shading indicates a stock is currently in the lower half of its ACQUIRE Zone.
Symbol: YORW
YTD Return 9/30/2024: -1.31
Sector: Utilities
Tile Update: 8/30/2021
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $33.71
Prev Close: $33.41
W52L:       $33.28
W52H:       $41.96
Zone 1:     $36-$43
Zone 2:     $43-$51
Zone 3:     $51+
   
Light green shading indicates a stock is currently in the lower half of its RETAIN Zone.
Symbol: YUM
YTD Return 9/30/2024: 8.52
Sector: Consumer Discretionary
Tile Update: 10/22/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $132.53
Prev Close: $132.36
W52L:       $124.76
W52H:       $143.20
Zone 1:     $88-$125
Zone 2:     $125-$150
Zone 3:     $150+
   
Dark blue shading indicates a stock is currently in the upper half of its ACQUIRE Zone.
Symbol: ZTS
YTD Return 9/30/2024: -0.26
Sector: Health Care
Tile Update: 9/27/2024
Price (subject to 15 minute delay) as of: 12/20/2024 12:01:25 PM PT
Price:      $164.55
Prev Close: $163.52
W52L:       $144.80
W52H:       $200.53
Zone 1:     $141-$171
Zone 2:     $171-$205
Zone 3:     $205+
   

PSDS Portfolio Design Inc.

How the PSDS Tool Works

 

PSDS (Portfolio Stochastic Design Simulator) is an analytical tool which allows us to simulate the range of potential outcomes of a given portfolio while also exploring the impact asset allocation changes may have on risk and return. The platform can facilitate a rapid re-examination of a contemplated change in an allocation and its potential impact by looking back on what its historical effect could have been.

Our PSDS simulator and platform enables us to investigate portfolio risk-return dynamics over different time periods. We do this to exam how portfolio risk may shift in different economic and market periods. Our standard report focuses on 3, 5- and 10-year periods analyzing portfolio risk-return dynamics in a one million trial simulation for each period.

For each time period we start with a current allocation in each portfolio and run a stochastic Monte Carlo simulation 1000x to generate a mean portfolio Return, Standard Deviation and Sharpe Ratio. This differs from a historical hypothetical as we are looking at a more robust data set of potential outcomes given what historically occurred. The goal is to dive deeper into portfolio risk dynamics. By knowing the SD and Sharpe ratios we can explore mathematically the range of potential outcomes within one or two standard deviations.

We next randomly change the allocation using the same components and rerun the stochastic simulation. This generates a new mean portfolio Return Standard Deviation and Sharpe ratio as a data point.

We perform this function 1000x providing us greater insight into the range of potential outcomes for any given allocation. Analyzing the data helps us in decision making for portfolio design for various risk levels.

In addition, our stored database allows us to "shift" these time blocks covering a wider range of economic periods. We find this useful in reducing the effect an extended trending market cycle can have on historical risk-return dynamics. We find behavioral changes in various allocations as economic periods vary. Studying how different economic periods effect portfolios is useful in examining a robust range of potential expectations going forward.

While the PSDS simulator is a valuable component to our asset management process, it does not tell us which investments to use, rather it provides a metric standard which can be applied to any potential investment. The actual portfolio construct is unique to our practice and yet common in that almost all portfolios are assembled from a combination of the similar investment vehicles but differ in selection and concentration.

PSDS Portfolio Design Inc.

PSDS Definitions Page

 

18) PSDS Optimum Allocation is the risk adjusted point identified in the algorithm.
19) Standard Deviation for both PSDS Optimum and Current represents the average result of a 1,000 trail Monte Carlo
      simulation where allocations were randomly changed within one Standard Deviation.
20) APR (Annual Percentage Return) for both PSDS Optimum and Current represents the average result of a 1,000 trail Monte Carlo
      simulation where allocations were randomly changed within one Standard Deviation.
21) Sharpe Ratio for both PSDS Optimum and Current represents the average result of a 1,000 trail Monte Carlo simulation
      where allocations were randomly changed within one Standard Deviation.

PSDS Portfolio Design Inc.

Formulas and Assumptions

Defintions

 

WAPR = Weighted Average Portfolio Return

IPV = Initial Portfolio Value

PV = Portfolio Value

PV# = Portfolio Value end of # shown (PV1 = PV at end of year 1)

FAF = Financial Advisor Fee

TPC = Time Period Chosen

YPID = Yearly Portfolio Income Distribution

IBA = Initial Bucket Amount

YBDA = Yearly Bucket Distribution Amount (IBA / Yrs chosen)

BA = Bucket Amount

A$C = Annual $ Contribution

A%C = Annual Percentage Contribution

B$C = Bucket $ Contribution (year 1 only)

 

1) EPV = Estimated Portfolio Value in a given year

Calculation = (IPV + WAPR) - FAF for single year chosen

 

2) EPV-10 = Estimated Portfolio Value for 10 years

Calculation = (IPV + WAPR 10 years from TPC) - FAF = PV1

(PV1 + WAPR 9 years back) - FAF = PV2

(PV2 + WAPR 8 years back) - FAF = PV3

…continue through PV10

 

3) EPV-10 with Annual Distribution

Est. Portfolio Value Calculation = (IPV + WAPR 10 years from TPC) - (YPID + FAF) = PV1

(PV1 + WAPR 9 years back) - (YPID + FAF) = PV2

(PV2 + WAPR 8 years back) - (YPID + FAF) = PV3

…continue through PV10

 

Est. Reserve Bucket Value Calculation = (IBA - YBDA) + YPID = BA1

BA1 - YBDA + YPID = BA2

BA2 - YBDA + YPID = BA3

…continue through BA10

 

4) ACC-10 = Accumulated Portfolio Value for 10 years (no additional $ contributed; NOTE - ACC-10 with no $ contribution gets ½ year

WAPR year 1 to approximate 'phase in' of money during year 1, all subsequent years get full WAPR)

Calculation = [IPV + (WAPR 10 years back from TPC / 2)] - FAF = PV1 {with 1/2 yr interest year 1 only}

(PV1 + WAPR 9 years back) - FAF = PV2

(PV2 + WAPR 8 years back) - FAF = PV3

…continue through PV10
 

5) ACC-10 with Additional $ Contributed (Dollars) = Non-Bucket is annual contributions (NOTE - Annual contributions receive ½ year

WAPR for ALL years to approximate 'phase in' of money during each year)

Calculation = [IPV + (WAPR-10)] + [A$C + (WAPR-10 / 2)] - FAF = PV1 {with 1/2 yr interest year 1 only}

{(PV1 + WAPR-9) + [A$C + (WAPR-9 / 2)]} - FAF = PV2

{(PV2 + WAPR-8) + [A$C + (WAPR-8 / 2)]} - FAF = PV3

…continue through PV10

PSDS Portfolio Design Inc.

Formulas and Assumptions

Defintions (continued)

 

6) ACC-10 with Additional $ Contributed (Percentages) = Non-Bucket is annual contributions (NOTE - Annual

contributions receive ½ year WAPR for ALL years to approximate 'phase in' of money during each year)

Calculation = ({IPV + (WAPR-10)} + [(A%C/100) x 100] + [(WAPR-10/100)] / 2) - FAF = PV1 {with 1/2 yr interest year 1 only}

(PV1 + WAPR-9) + {[(A%C/PV1) x 100] + [(WAPR-9/100)] / 2} - FAF = PV2

(PV1 + WAPR-8) + {[(A%C/PV2) x 100] + [(WAPR-8/100)] / 2} - FAF = PV3

…continue through PV10
 

7) ACC-10 with Bucket $ Contributed = Bucket is one time, year 1

Calculation = IPV + (WAPR-10) + [B$C + (WAPR-10 / 2)] - FAF = PV1 {with 1/2 yr interest year 1 only}

(PV1 + WAPR-9) - FAF = PV2

(PV2 + WAPR-8) - FAF = PV3

…continue through PV10

PSDS Portfolio Design Inc.

DISCLAIMER

 

Disclaimer: Portfolio Simulations are designed to allow plan sponsors, plan advisors, other financial services professionals, and individual investors to demonstrate and evaluate various allocation strategies in order to report their clients’, or their own financial goals. Investment allocations, results and any other information presented on the report is for research purpose only. There are no guarantees that any of the software will perform this function. The report is provided as general information only, and is not intended to provide investment, tax, legal, financial planning, or other advice. This report is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, which may be referred herein. No investment recommendations are made, and customers should evaluate the suitability of each investment for their own holdings on their own or seek professional advice. They are generic in nature and do not take into account your detailed and complete personal financial facts and needs. You alone are responsible for evaluating the information provided and to decide which securities and strategies are suitable for your own financial risk profile and expectations. Consult with your financial, legal, or tax adviser with regard to your individual situation.

Financial estimates are generated by using many assumptions made by the program, clients, advisers, and the user. No person or software program can predict the future with any degree of certainty. No warranty as to correctness is given and no liability is accepted for any error, or omission, or any loss which may arise from relying upon data generated from reports produced by these programs. Information provided by the report could be time sensitive and out of date. There is no guarantee for accuracy and completeness for the contents on the report. Contents are subject to change without notice. There is no guarantee for future results in your investment and any other actions based on the information provided on the report including but not limited strategies, portfolios, performance data and results of any tools.

Forward looking data is subject to change at any time and there is no assurance that projections will be realized. All investments are subject to risk. There is no assurance that any investment strategy will be successful. The projections or other information generated by PSDS Portfolio Design regarding the various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. PSDS Portfolio Design results may vary with each use and over time. The return assumptions in PSDS Portfolio design are not reflective of any specific product, and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used in PSDS Portfolio Design.

Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.

Investors should consider the investment objectives, risks, charges, and expenses of an investment company carefully before investing. The prospectus contains this and other information and should be read carefully before investing. The prospectus is available from your investment professional.

 

Assessing the impact of portfolio allocation and design on risk and reward

 

"It's a tool not a rule"