WBC Sandstone Insights Analysis

WBC Sandstone Insights Analysis

Assessments include the following:

• Consolidate Materials / Financials / Real Estate Sectors

• Record CP / 52WH / 52WL

• Create Metrics for WH/WL / (H-L)/2 / %

• Use % for Y/N assessment

• Assess Var CP and -15% and TG%

Phase I: Strike out +20%/-20%

Phase II: Strike out Y < 1

Phase III (Pending): Create TPP / TG% in Consolidation by JAN25

Phase IV (Pending): Update Price Tracker spreadsheet

Phase V (Pending): Update Stock Price Feed with updated Consolidation

Phase VI (Pending): Update All other Portfolio spreadsheets (EFI+EKSuper)