Share-o-matic - Assessment DJIA (Dow Jones Industrial Avgerage)

Assessment - Dow Jones Industrial Avgerage - 5/06/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
		DJIA	39,512.800	Fri	0.32	38,852.300	1.70	34,095.900	4,756.400	13.95	8.65
	L	American Express	242.300	Fri	1.32	234.330	3.40	152.990	81.340	53.17	33.38
	L	Goldman Sachs	454.730	Fri	-0.18	443.670	2.49	323.910	119.760	36.97	26.63
		Caterpillar	354.790	Fri	0.86	342.100	3.71	238.280	103.820	43.57	24.62
	L	Walt Disney	105.790	Fri	-0.01	116.470	-9.17	84.020	32.450	38.62	24.54
		JP Morgan Chase	198.770	Fri	0.64	192.000	3.53	144.080	47.920	33.26	21.69
		Travelers Companies	218.500	Fri	-0.42	215.910	1.20	169.550	46.360	27.34	17.35
		salesforce.com	276.670	Fri	0.55	275.630	0.38	207.420	68.210	32.88	16.38
		Microsoft	414.740	Fri	0.59	413.540	0.29	356.530	57.010	15.99	15.26
		Amgen	310.150	Fri	-0.87	299.480	3.56	272.830	26.650	9.77	14.41
		Merck (MSD)	130.060	Fri	-0.13	127.570	1.95	104.340	23.230	22.26	13.21
		Walmart	60.480	Fri	0.07	59.870	1.02	54.960	4.910	8.93	10.71
		IBM	167.150	Fri	0.53	168.610	-0.87	148.970	19.640	13.18	10.00
		Visa	280.740	Fri	0.79	272.670	2.96	243.490	29.180	11.98	8.80
		Verizon	40.400	Fri	1.53	39.330	2.72	35.640	3.690	10.35	7.93
	L	Procter & Gamble	166.850	Fri	0.49	164.440	1.47	150.940	13.500	8.94	7.91
	L	Dow	59.410	Fri	-0.07	57.340	3.61	49.340	8.000	16.21	7.23
		Home Depot	346.430	Fri	-0.29	342.290	1.21	294.570	47.720	16.20	5.40
	L	Coca-Cola	63.260	Fri	0.60	62.350	1.46	56.970	5.380	9.44	5.02
	L	Chevron	165.820	Fri	0.22	162.300	2.17	147.000	15.300	10.41	4.58
		Apple	183.050	Fri	-0.69	181.710	0.74	179.230	2.480	1.38	0.19
	S	Honeywell	202.920	Fri	1.14	195.000	4.06	187.500	7.500	4.00	-0.32
		UnitedHealth	512.810	Fri	1.14	494.380	3.73	533.460	-39.080	-7.33	-1.63
		3M	98.930	Fri	1.64	96.590	2.42	93.520	3.070	3.28	-1.89
	S	McDonald´s	275.000	Fri	2.63	269.300	2.12	268.910	0.390	0.15	-4.69
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
	S	Johnson & Johnson	149.910	Fri	0.04	148.580	0.90	151.700	-3.120	-2.06	-6.07
	S	Cisco Systems	48.060	Fri	0.56	47.110	2.02	53.290	-6.180	-11.60	-7.47
	S	Nike	90.940	Fri	-2.62	93.360	-2.59	107.250	-13.890	-12.95	-10.08
	S	Boeing	178.510	Fri	-1.51	178.350	0.09	192.950	-14.600	-7.57	-13.78
	S	Intel	29.850	Fri	-0.80	30.970	-3.62	37.950	-6.980	-18.39	-17.74
	S	Walgreens Boots	17.190	Fri	-0.35	17.260	-0.41	21.770	-4.510	-20.72	-27.13
DJIA - 30 out of 30 instruments rated - 5/06/24 / 11/06/23 - 23 did rise, Market-Ratio(26) = 76.67 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJIA RS = 26 - B/S = 60/40

1/06/20	scale up chart	5/06/24

Transactions Dow Jones Industrial Avgerage * 26 - 60/40 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		1/14/08	742		- cash -
short	1/14/08	5/18/09	490		Home Depot	100	393	25.390	26.020	24.760	-0.630	-2	9,752	-2
long	5/18/09	7/06/09	49		Goldman Sachs	100	68	143.150	146.460		3.310	2	9,977	19
short	7/06/09	7/20/09	14		General Electric	100	108	91.840	93.360	90.320	-1.520	-2	9,813	-35
long	7/20/09	5/24/10	308		Goldman Sachs	100	61	160.030	136.690		-23.340	-15	8,390	-17
short	5/24/10	7/26/10	63		Goldman Sachs	100	61	136.690	148.200	125.180	-11.510	-8	7,687	-40
long	7/26/10	8/23/10	28		Apple	100	830	9.260	8.779		-0.481	-5	7,288	-50
short	8/23/10	11/08/10	77		Microsoft	100	300	24.280	26.810	21.750	-2.530	-10	6,529	-41
long	11/08/10	8/08/11	273		Apple	100	573	11.379	12.615		1.235	11	7,237	15
short	8/08/11	12/26/11	140		Cisco Systems	100	519	13.940	18.580	9.300	-4.640	-33	4,829	-65
long	12/26/11	8/24/15	1337		Visa	100	189	25.478	68.360		42.883	168	12,934	31
short	8/24/15	2/22/16	182		Chevron	100	179	72.120	88.820	55.420	-16.700	-23	9,944	-41
long	2/22/16	6/25/18	854		McDonald´s	100	84	117.670	159.810		42.140	36	13,484	14
short	6/25/18	8/06/18	42		General Electric	100	132	102.000	104.800	99.200	-2.800	-3	13,114	-21
long	8/06/18	12/24/18	140		Nike	100	164	79.510	68.100		-11.410	-14	11,243	-33
short	12/24/18	2/11/19	49		Goldman Sachs	100	71	156.350	198.500	114.200	-42.150	-27	8,250	-90
long	2/11/19	3/09/20	392		Merck (MSD)	100	103	79.810	78.960		-0.850	-1	8,163	-1
short	3/09/20	9/07/20	182		Exxon Mobil	100	195	41.860	39.080	44.838	2.978	7	8,744	15
long	9/07/20	2/14/22	525		Apple	100	72	120.960	168.880		47.920	40	12,194	26
short	2/14/22	12/05/22	294		salesforce.com	100	59	206.400	133.930	318.084	111.684	54	18,783	71
long	12/05/22	7/17/23	224		Merck (MSD)	100	170	110.010	105.570		-4.440	-4	18,028	-6
short	7/17/23	7/24/23	7		Verizon	100	573	31.460	33.980	28.940	-2.520	-8	16,584	-99
long	7/24/23	10/23/23	91		salesforce.com	100	73	225.660	202.000		-23.660	-10	14,857	-36
short	10/23/23	11/27/23	35		Walgreens Boots	100	676	21.960	20.110	23.980	2.020	9	16,223	150
long	11/27/23	5/10/24	165		Intel	100	368	44.080	29.850		-14.230	-32	10,986	-58
accum	1/14/08	5/10/24	5962	days out of 6704 invested (89%)							10		10,986	1

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Visa	long	12/26/11	8/24/15	1337	25.48	68.36		42.88	168.32	168.32
Apple	long	7/26/10	8/23/10	28	9.26	8.78		-0.48	-5.20
	long	11/08/10	8/08/11	273	11.38	12.61		1.24	10.86
	long	9/07/20	2/14/22	525	120.96	168.88		47.92	39.62	46.73
salesforce.com	short	2/14/22	12/05/22	294	206.40	133.93	318.08	111.68	54.11
	long	7/24/23	10/23/23	91	225.66	202.00		-23.66	-10.48	37.95
McDonald´s	long	2/22/16	6/25/18	854	117.67	159.81		42.14	35.81	35.81
Walgreens Boots	short	10/23/23	11/27/23	35	21.96	20.11	23.98	2.02	9.20	9.20
Exxon Mobil	short	3/09/20	9/07/20	182	41.86	39.08	44.84	2.98	7.11	7.11
Home Depot	short	1/14/08	5/18/09	490	25.39	26.02	24.76	-0.63	-2.48	-2.48
General Electric	short	7/06/09	7/20/09	14	91.84	93.36	90.32	-1.52	-1.66
	short	6/25/18	8/06/18	42	102.00	104.80	99.20	-2.80	-2.75	-4.35
Merck (MSD)	long	2/11/19	3/09/20	392	79.81	78.96		-0.85	-1.07
	long	12/05/22	7/17/23	224	110.01	105.57		-4.44	-4.04	-5.06
Verizon	short	7/17/23	7/24/23	7	31.46	33.98	28.94	-2.52	-8.01	-8.01
Microsoft	short	8/23/10	11/08/10	77	24.28	26.81	21.75	-2.53	-10.42	-10.42
Nike	long	8/06/18	12/24/18	140	79.51	68.10		-11.41	-14.35	-14.35
Chevron	short	8/24/15	2/22/16	182	72.12	88.82	55.42	-16.70	-23.16	-23.16
Intel	long	11/27/23	5/10/24	165	44.08	29.85		-14.23	-32.28	-32.28
Cisco Systems	short	8/08/11	12/26/11	140	13.94	18.58	9.30	-4.64	-33.29	-33.29
Goldman Sachs	long	5/18/09	7/06/09	49	143.15	146.46		3.31	2.31
	long	7/20/09	5/24/10	308	160.03	136.69		-23.34	-14.58
	short	5/24/10	7/26/10	63	136.69	148.20	125.18	-11.51	-8.42
	short	12/24/18	2/11/19	49	156.35	198.50	114.20	-42.15	-26.96	-41.54

Annotations

2/26/24	Walmart	stock split 1:3 (three for one)
6/26/18	DJIA	Walgreens Boots replaces General Electric
12/24/15	Nike	stock split 1:2 (two for one)
7/08/15	DJIA	The Dow Jones seems to be some kind of analysis and rule resistant. The analysis for exchanging techniques (ex) did not produce really satisfying results, too, especially the best short technique is disappointing. However it can be valuable as an indicator: when it throws signals eventually which last for a couple of weeks, the roof is most definitely on fire. The other US markets have significatly more efficient trading techniques.
3/19/15	Visa	forward stock split 1:4 (four for one)
3/18/15	DJIA	Apple replaces AT&T
9/23/13	DJIA	Goldman Sachs, Nike and Visa replace Alcoa, Bank of America and Hewlett-Packard


	is taking down something concerning