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 (2)

													⇐
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		American Express	50	112	44.500	26.130	75.785	31.285	70	13,504	49
					Home Depot	50	197	25.390	26.020	24.760	-0.630	-2	13,380	-2
100							34						24
long	5/18/09	7/06/09	49		JP Morgan Chase	50	179	37.260	32.600		-4.660	-13	12,546	-63
					Goldman Sachs	50	46	143.150	146.460		3.310	2	12,698	19
100							-5						-33
short	7/06/09	7/20/09	14		Caterpillar	50	200	31.700	36.650	26.750	-4.950	-16	11,708	-99
					General Electric	50	69	91.840	93.360	90.320	-1.520	-2	11,603	-35
100							-9						-91
long	7/20/09	5/24/10	308		Apple	50	1,062	5.461	8.813		3.352	61	15,163	76
					Goldman Sachs	50	36	160.030	136.690		-23.340	-15	14,322	-17
100							24						28
short	5/24/10	7/26/10	63		Exxon Mobil	50	118	60.190	60.390	59.990	-0.200	0	14,299	-2
					Goldman Sachs	50	52	136.690	148.200	125.180	-11.510	-8	13,700	-40
100							-4						-23
long	7/26/10	8/23/10	28		Caterpillar	50	97	69.990	66.840		-3.150	-5	13,395	-45
					Apple	50	746	9.260	8.779		-0.481	-5	13,036	-50
100							-5						-48
short	8/23/10	11/08/10	77		Microsoft	50	268	24.280	26.810	21.750	-2.530	-10	12,358	-41
					Visa	50	372	17.530	19.678	15.383	-2.148	-12	11,559	-46
100							-11						-43
long	11/08/10	8/08/11	273		Caterpillar	50	69	83.120	82.600		-0.520	-1	11,523	-1
					Apple	50	511	11.379	12.615		1.235	11	12,154	15
100							5						7
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	8/08/11	12/26/11	140		Cisco Systems	50	435	13.940	18.580	9.300	-4.640	-33	10,136	-65
					Goldman Sachs	50	51	117.660	91.900	150.641	32.981	28	11,818	90
100							-3						-7
long	12/26/11	8/24/15	1337		McDonald´s	50	58	100.550	92.870		-7.680	-8	11,372	-2
					Visa	50	234	25.478	68.360		42.883	168	21,407	31
100							81						18
short	8/24/15	2/22/16	182		Chevron	50	148	72.120	88.820	55.420	-16.700	-23	18,935	-41
					Exxon Mobil	50	156	68.720	82.390	55.050	-13.670	-20	16,803	-36
100							-22						-38
long	2/22/16	6/25/18	854		McDonald´s	50	71	117.670	159.810		42.140	36	19,795	14
					Microsoft	50	160	52.650	98.390		45.740	87	27,113	31
100							61						23
short	6/25/18	8/06/18	42		3M	50	69	195.800	206.700	184.900	-10.900	-6	26,361	-39
					General Electric	50	133	102.000	104.800	99.200	-2.800	-3	25,988	-21
100							-4						-31
long	8/06/18	12/24/18	140		Microsoft	50	120	108.130	94.130		-14.000	-13	24,308	-30
					Nike	50	163	79.510	68.100		-11.410	-14	22,449	-33
100							-14						-32
short	12/24/18	2/11/19	49		IBM	50	104	107.570	138.030	77.110	-30.460	-28	19,281	-92
					Goldman Sachs	50	72	156.350	198.500	114.200	-42.150	-27	16,246	-90
100							-28						-91
long	2/11/19	3/09/20	392		Boeing	50	19	417.970	227.170		-190.800	-46	12,621	-43
					Merck (MSD)	50	104	79.810	78.960		-0.850	-1	12,532	-1
100							-23						-21
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	3/09/20	9/07/20	182		Boeing	50	27	227.170	171.050	301.703	74.533	33	14,545	77
					Exxon Mobil	50	152	41.860	39.080	44.838	2.978	7	14,997	15
100							20						43
long	9/07/20	2/14/22	525		Microsoft	50	34	214.250	295.000		80.750	38	17,743	25
					Apple	50	63	120.960	168.880		47.920	40	20,762	26
100							39						26
short	2/14/22	12/05/22	294		3M	50	65	158.010	124.630	200.330	42.320	27	23,513	34
					salesforce.com	50	50	206.400	133.930	318.084	111.684	54	29,097	71
100							40						52
long	12/05/22	7/17/23	224		Merck (MSD)	50	132	110.010	105.570		-4.440	-4	28,511	-6
					Amgen	50	51	284.910	227.840		-57.070	-20	25,600	-31
100							-12						-19
short	7/17/23	7/24/23	7		Verizon	50	406	31.460	33.980	28.940	-2.520	-8	24,577	-99
					Walgreens Boots	50	440	29.120	30.640	27.600	-1.520	-5	23,908	-94
100							-7						-97
long	7/24/23	10/23/23	91		Microsoft	50	34	345.110	329.320		-15.790	-5	23,371	-17
					salesforce.com	50	53	225.660	202.000		-23.660	-10	22,117	-36
100							-8						-27
short	10/23/23	11/27/23	35		3M	50	129	85.600	97.070	74.130	-11.470	-13	20,638	-78
					Walgreens Boots	50	504	21.960	20.110	23.980	2.020	9	21,656	150
100							-2						-20
long	11/27/23	5/10/24	165		Intel	50	245	44.080	29.850		-14.230	-32	18,170	-58
					Microsoft	50	28	378.610	414.740		36.130	10	19,181	22
100							-12						-24
accum	1/14/08	5/10/24	5963	days out of 6705 invested (89%)							92		19,181	4

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Visa	short	8/23/10	11/08/10	77	17.53	19.68	15.38	-2.15	-12.25	50	-6.13
	long	12/26/11	8/24/15	1337	25.48	68.36		42.88	168.32		84.16	72.88
Apple	long	7/20/09	5/24/10	308	5.46	8.81		3.35	61.38		30.69
	long	7/26/10	8/23/10	28	9.26	8.78		-0.48	-5.20		-2.60
	long	11/08/10	8/08/11	273	11.38	12.61		1.24	10.86		5.43
	long	9/07/20	2/14/22	525	120.96	168.88		47.92	39.62		19.81	60.78
Microsoft	short	8/23/10	11/08/10	77	24.28	26.81	21.75	-2.53	-10.42		-5.21
	long	2/22/16	6/25/18	854	52.65	98.39		45.74	86.88		43.44
	long	8/06/18	12/24/18	140	108.13	94.13		-14.00	-12.95		-6.47
	long	9/07/20	2/14/22	525	214.25	295.00		80.75	37.69		18.84
	long	7/24/23	10/23/23	91	345.11	329.32		-15.79	-4.58		-2.29
	long	11/27/23	5/10/24	165	378.61	414.74		36.13	9.54		4.77	54.71
American Express	short	1/14/08	5/18/09	490	44.50	26.13	75.78	31.28	70.30		35.15	35.15
salesforce.com	short	2/14/22	12/05/22	294	206.40	133.93	318.08	111.68	54.11		27.06
	long	7/24/23	10/23/23	91	225.66	202.00		-23.66	-10.48		-5.24	20.39
McDonald´s	long	12/26/11	8/24/15	1337	100.55	92.87		-7.68	-7.64		-3.82
	long	2/22/16	6/25/18	854	117.67	159.81		42.14	35.81		17.91	13.40
3M	short	6/25/18	8/06/18	42	195.80	206.70	184.90	-10.90	-5.57		-2.78
	short	2/14/22	12/05/22	294	158.01	124.63	200.33	42.32	26.78		13.39
	short	10/23/23	11/27/23	35	85.60	97.07	74.13	-11.47	-13.40		-6.70	2.85
Walgreens Boots	short	7/17/23	7/24/23	7	29.12	30.64	27.60	-1.52	-5.22		-2.61
	short	10/23/23	11/27/23	35	21.96	20.11	23.98	2.02	9.20		4.60	1.87
Home Depot	short	1/14/08	5/18/09	490	25.39	26.02	24.76	-0.63	-2.48		-1.24	-1.24
General Electric	short	7/06/09	7/20/09	14	91.84	93.36	90.32	-1.52	-1.66		-0.83
	short	6/25/18	8/06/18	42	102.00	104.80	99.20	-2.80	-2.75		-1.37	-2.19
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Merck (MSD)	long	2/11/19	3/09/20	392	79.81	78.96		-0.85	-1.07		-0.53
	long	12/05/22	7/17/23	224	110.01	105.57		-4.44	-4.04		-2.02	-2.54
Verizon	short	7/17/23	7/24/23	7	31.46	33.98	28.94	-2.52	-8.01		-4.01	-4.01
JP Morgan Chase	long	5/18/09	7/06/09	49	37.26	32.60		-4.66	-12.51		-6.25	-6.25
Exxon Mobil	short	5/24/10	7/26/10	63	60.19	60.39	59.99	-0.20	-0.33		-0.17
	short	8/24/15	2/22/16	182	68.72	82.39	55.05	-13.67	-19.89		-9.95
	short	3/09/20	9/07/20	182	41.86	39.08	44.84	2.98	7.11		3.56	-6.90
Nike	long	8/06/18	12/24/18	140	79.51	68.10		-11.41	-14.35		-7.18	-7.18
Amgen	long	12/05/22	7/17/23	224	284.91	227.84		-57.07	-20.03		-10.02	-10.02
Caterpillar	short	7/06/09	7/20/09	14	31.70	36.65	26.75	-4.95	-15.62		-7.81
	long	7/26/10	8/23/10	28	69.99	66.84		-3.15	-4.50		-2.25
	long	11/08/10	8/08/11	273	83.12	82.60		-0.52	-0.63		-0.31	-10.16
Boeing	long	2/11/19	3/09/20	392	417.97	227.17		-190.80	-45.65		-22.82
	short	3/09/20	9/07/20	182	227.17	171.05	301.70	74.53	32.81		16.40	-10.16
Goldman Sachs	long	5/18/09	7/06/09	49	143.15	146.46		3.31	2.31		1.16
	long	7/20/09	5/24/10	308	160.03	136.69		-23.34	-14.58		-7.29
	short	5/24/10	7/26/10	63	136.69	148.20	125.18	-11.51	-8.42		-4.21
	short	8/08/11	12/26/11	140	117.66	91.90	150.64	32.98	28.03		14.02
	short	12/24/18	2/11/19	49	156.35	198.50	114.20	-42.15	-26.96		-13.48	-11.38
Chevron	short	8/24/15	2/22/16	182	72.12	88.82	55.42	-16.70	-23.16		-11.58	-11.58
IBM	short	12/24/18	2/11/19	49	107.57	138.03	77.11	-30.46	-28.32		-14.16	-14.16
Intel	long	11/27/23	5/10/24	165	44.08	29.85		-14.23	-32.28		-16.14	-16.14
Cisco Systems	short	8/08/11	12/26/11	140	13.94	18.58	9.30	-4.64	-33.29		-16.64	-16.64

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