Assessment - Dow Jones Industrial Avgerage in Euro - 7/01/24 - RS = 26
⇐
⇓ instrument
freshest
Δday
7/01/24
⇓ Δwk
1/01/24
prc diff
⇓ Δ26
⇓ ∅-RS
DJIA
36,692.397
8/12/24
-0.36
36,517.591
0.48
34,041.295
2,476.296
7.27
8.30
S
UnitedHealth
527.018
8/12/24
1.17
461.161
14.28
475.510
-14.349
-3.02
-1.17
L
Walmart
64.049
8/12/24
1.10
62.911
1.81
47.463
15.448
32.55
22.03
L
Apple
202.802
8/12/24
0.71
202.075
0.36
173.894
28.181
16.21
19.24
S
McDonald´s
251.217
8/12/24
0.58
233.065
7.79
267.809
-34.744
-12.97
-9.46
Nike
69.587
8/12/24
0.40
71.628
-2.85
98.061
-26.432
-26.96
-23.50
JP Morgan Chase
192.230
8/12/24
0.19
191.540
0.36
153.635
37.905
24.67
25.36
Microsoft
379.268
8/12/24
0.19
425.808
-10.93
339.641
86.167
25.37
24.01
Visa
242.295
8/12/24
0.05
245.418
-1.27
235.149
10.269
4.37
3.39
Chevron
135.202
8/12/24
0.02
145.923
-7.35
134.722
11.201
8.31
1.55
Walt Disney
80.131
8/12/24
-0.30
91.402
-12.33
81.550
9.852
12.08
4.16
American Express
221.001
8/12/24
-0.34
217.980
1.39
169.206
48.774
28.83
27.96
S
Johnson & Johnson
149.056
8/12/24
-0.46
136.526
9.18
141.568
-5.043
-3.56
-5.70
S
salesforce.com
234.295
8/12/24
-0.48
238.864
-1.91
237.669
1.195
0.50
5.92
Verizon
37.786
8/12/24
-0.54
38.914
-2.90
34.051
4.863
14.28
13.95
L
3M
115.008
8/12/24
-0.65
93.798
22.61
98.738
-4.940
-5.00
3.12
Caterpillar
313.280
8/12/24
-0.66
306.800
2.11
267.050
39.750
14.88
13.92
L
Honeywell
183.467
8/12/24
-0.73
196.668
-6.71
189.411
7.257
3.83
8.29
L
Coca-Cola
63.555
8/12/24
-0.74
58.996
7.73
53.226
5.770
10.84
7.28
L
Amgen
298.335
8/12/24
-0.77
289.954
2.89
260.141
29.813
11.46
14.97
Home Depot
322.397
8/12/24
-0.81
313.429
2.86
313.005
0.424
0.14
2.43
Dow
48.685
8/12/24
-0.84
49.067
-0.78
49.532
-0.465
-0.94
-1.94
Merck (MSD)
105.797
8/12/24
-0.93
119.241
-11.27
98.467
20.773
21.10
12.61
L
Goldman Sachs
452.630
8/12/24
-0.97
432.269
4.71
348.429
83.840
24.06
28.24
IBM
176.652
8/12/24
-1.03
163.245
8.21
147.719
15.526
10.51
11.03
⇓ instrument
freshest
Δday
7/01/24
⇓ Δwk
1/01/24
prc diff
⇓ Δ26
⇓ ∅-RS
Travelers Companies
195.531
8/12/24
-1.29
189.228
3.33
172.051
17.177
9.98
8.72
S
Cisco Systems
41.823
8/12/24
-1.34
44.303
-5.60
45.630
-1.327
-2.91
-5.13
S
Intel
18.049
8/12/24
-1.78
28.752
-37.22
45.386
-16.634
-36.65
-17.28
L
Procter & Gamble
155.516
8/12/24
-2.19
151.703
2.51
132.355
19.348
14.62
6.26
Boeing
153.018
8/12/24
-2.25
174.060
-12.09
235.429
-61.369
-26.07
-7.20
S
Walgreens Boots
9.509
8/12/24
-4.49
10.796
-11.92
23.583
-12.787
-54.22
-46.23
DJIA - 30 out of 30 instruments rated - 7/01/24 / 1/01/24 - 20 did rise, Market-Ratio(26) in EUR = 66.67 %
Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage in Euro * 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
166
30.114
19.364
46.833
16.718
56
12,775
39
Home Depot
50
291
17.182
19.283
15.082
-2.101
-12
12,164
-9
100
22
16
long
5/18/09
7/06/09
49
JP Morgan Chase
50
220
27.612
23.321
-4.292
-16
11,220
-72
Goldman Sachs
50
57
106.084
104.771
-1.313
-1
11,145
-9
100
-8
-48
short
7/06/09
7/20/09
14
Caterpillar
50
245
22.677
25.989
19.365
-3.312
-15
10,333
-98
General Electric
50
85
65.699
66.203
65.194
-0.505
-1
10,291
-18
100
-8
-88
long
7/20/09
5/24/10
308
Apple
50
1,328
3.873
7.007
3.135
81
14,453
102
Goldman Sachs
50
45
113.480
108.683
-4.798
-4
14,237
-5
100
39
47
short
5/24/10
7/26/10
63
Exxon Mobil
50
148
47.857
46.785
48.954
1.097
2
14,400
14
Goldman Sachs
50
65
108.683
114.813
102.553
-6.130
-6
14,001
-29
100
-2
-9
long
7/26/10
8/23/10
28
Caterpillar
50
129
54.222
52.589
-1.634
-3
13,790
-33
Apple
50
976
7.174
6.907
-0.267
-4
13,530
-39
100
-3
-36
short
8/23/10
11/08/10
77
Microsoft
50
354
19.103
19.108
19.098
-0.005
0
13,528
0
Visa
50
490
13.792
14.024
13.560
-0.232
-2
13,415
-8
100
-1
-4
long
11/08/10
8/08/11
273
Caterpillar
50
113
59.240
57.734
-1.506
-3
13,244
-3
Apple
50
828
8.110
8.817
0.707
9
13,830
12
100
3
4
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
709
9.743
14.245
5.242
-4.502
-46
10,638
-80
Goldman Sachs
50
84
82.239
70.459
95.989
13.750
17
11,793
50
100
-15
-34
long
12/26/11
8/24/15
1337
McDonald´s
50
76
77.091
79.991
2.900
4
12,014
1
Visa
50
303
19.533
58.880
39.347
201
23,936
35
100
103
21
short
8/24/15
2/22/16
182
Chevron
50
192
62.119
80.460
43.778
-18.341
-30
20,414
-50
Exxon Mobil
50
202
59.190
74.635
43.745
-15.445
-26
17,294
-45
100
-28
-48
long
2/22/16
6/25/18
854
McDonald´s
50
81
106.595
136.509
29.914
28
19,717
11
Microsoft
50
181
47.695
84.044
36.350
76
26,297
27
100
52
20
short
6/25/18
8/06/18
42
3M
50
78
167.252
178.879
155.625
-11.627
-7
25,390
-47
General Electric
50
152
87.128
90.694
83.562
-3.566
-4
24,848
-30
100
-6
-39
long
8/06/18
12/24/18
140
Microsoft
50
132
93.576
82.449
-11.127
-12
23,379
-28
Nike
50
181
68.808
59.649
-9.159
-13
21,721
-31
100
-13
-30
short
12/24/18
2/11/19
49
IBM
50
115
94.221
122.170
66.272
-27.949
-30
18,507
-93
Goldman Sachs
50
79
136.947
175.692
98.203
-38.744
-28
15,446
-92
100
-29
-92
long
2/11/19
3/09/20
392
Boeing
50
20
369.944
198.115
-171.829
-46
12,009
-44
Merck (MSD)
50
113
70.640
68.861
-1.779
-3
11,808
-2
100
-24
-22
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
29
198.115
144.726
271.198
73.084
37
13,928
88
Exxon Mobil
50
166
36.506
33.066
40.304
3.798
10
14,558
22
100
23
52
long
9/07/20
2/14/22
525
Microsoft
50
40
181.277
260.750
79.473
44
17,737
29
Apple
50
71
102.345
149.273
46.928
46
21,069
30
100
45
29
short
2/14/22
12/05/22
294
3M
50
75
139.665
118.722
164.302
24.637
18
22,917
22
salesforce.com
50
58
182.437
127.582
260.878
78.441
43
27,467
56
100
30
39
long
12/05/22
7/17/23
224
Merck (MSD)
50
131
104.795
93.957
-10.838
-10
26,047
-16
Amgen
50
50
271.405
202.777
-68.628
-25
22,615
-38
100
-18
-27
short
7/17/23
7/24/23
7
Verizon
50
403
27.999
30.657
25.342
-2.657
-9
21,544
-99
Walgreens Boots
50
437
25.917
27.643
24.190
-1.727
-7
20,790
-97
100
-8
-99
long
7/24/23
10/23/23
91
Microsoft
50
33
311.359
308.705
-2.654
-1
20,702
-3
salesforce.com
50
51
203.591
189.355
-14.236
-7
19,976
-25
100
-4
-15
short
10/23/23
11/27/23
35
3M
50
124
80.241
88.751
71.732
-8.510
-11
18,921
-69
Walgreens Boots
50
487
20.585
18.387
23.047
2.462
12
20,120
225
100
1
8
long
11/27/23
8/12/24
259
Intel
50
249
40.302
18.049
-22.253
-55
14,579
-68
Microsoft
50
29
346.164
379.268
33.104
10
15,539
14
100
-23
-31
accum 1/14/08
8/12/24 6593
days out of 7335 invested (90%)
55
15,539
2
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % spl di % total
Visa short 8/23/10 11/08/10 77 13.79 14.02 13.56 -0.23 -1.68 50 -0.84
long 12/26/11 8/24/15 1337 19.53 58.88 39.35 201.43 100.72 99.03
Apple long 7/20/09 5/24/10 308 3.87 7.01 3.13 80.94 40.47
long 7/26/10 8/23/10 28 7.17 6.91 -0.27 -3.72 -1.86
long 11/08/10 8/08/11 273 8.11 8.82 0.71 8.72 4.36
long 9/07/20 2/14/22 525 102.34 149.27 46.93 45.85 22.93 76.85
Microsoft short 8/23/10 11/08/10 77 19.10 19.11 19.10 -0.00 -0.02 -0.01
long 2/22/16 6/25/18 854 47.69 84.04 36.35 76.21 38.11
long 8/06/18 12/24/18 140 93.58 82.45 -11.13 -11.89 -5.95
long 9/07/20 2/14/22 525 181.28 260.75 79.47 43.84 21.92
long 7/24/23 10/23/23 91 311.36 308.70 -2.65 -0.85 -0.43
long 11/27/23 8/12/24 259 346.16 379.27 33.10 9.56 4.78 65.21
American Express short 1/14/08 5/18/09 490 30.11 19.36 46.83 16.72 55.52 27.76 27.76
salesforce.com short 2/14/22 12/05/22 294 182.44 127.58 260.88 78.44 43.00 21.50
long 7/24/23 10/23/23 91 203.59 189.35 -14.24 -6.99 -3.50 17.25
McDonald´s long 12/26/11 8/24/15 1337 77.09 79.99 2.90 3.76 1.88
long 2/22/16 6/25/18 854 106.59 136.51 29.91 28.06 14.03 16.18
Walgreens Boots short 7/17/23 7/24/23 7 25.92 27.64 24.19 -1.73 -6.66 -3.33
short 10/23/23 11/27/23 35 20.59 18.39 23.05 2.46 11.96 5.98 2.45
3M short 6/25/18 8/06/18 42 167.25 178.88 155.62 -11.63 -6.95 -3.48
short 2/14/22 12/05/22 294 139.66 118.72 164.30 24.64 17.64 8.82
short 10/23/23 11/27/23 35 80.24 88.75 71.73 -8.51 -10.61 -5.30 -0.53
General Electric short 7/06/09 7/20/09 14 65.70 66.20 65.19 -0.50 -0.77 -0.38
short 6/25/18 8/06/18 42 87.13 90.69 83.56 -3.57 -4.09 -2.05 -2.42
Verizon short 7/17/23 7/24/23 7 28.00 30.66 25.34 -2.66 -9.49 -4.75 -4.75
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % spl di % total
Home Depot short 1/14/08 5/18/09 490 17.18 19.28 15.08 -2.10 -12.22 -6.11 -6.11
Merck (MSD) long 2/11/19 3/09/20 392 70.64 68.86 -1.78 -2.52 -1.26
long 12/05/22 7/17/23 224 104.80 93.96 -10.84 -10.34 -5.17 -6.37
Nike long 8/06/18 12/24/18 140 68.81 59.65 -9.16 -13.31 -6.66 -6.66
Exxon Mobil short 5/24/10 7/26/10 63 47.86 46.78 48.95 1.10 2.29 1.15
short 8/24/15 2/22/16 182 59.19 74.64 43.75 -15.45 -26.09 -13.05
short 3/09/20 9/07/20 182 36.51 33.07 40.30 3.80 10.40 5.20 -7.48
JP Morgan Chase long 5/18/09 7/06/09 49 27.61 23.32 -4.29 -15.54 -7.77 -7.77
Boeing long 2/11/19 3/09/20 392 369.94 198.11 -171.83 -46.45 -23.22
short 3/09/20 9/07/20 182 198.11 144.73 271.20 73.08 36.89 18.44 -9.06
Caterpillar short 7/06/09 7/20/09 14 22.68 25.99 19.36 -3.31 -14.61 -7.30
long 7/26/10 8/23/10 28 54.22 52.59 -1.63 -3.01 -1.51
long 11/08/10 8/08/11 273 59.24 57.73 -1.51 -2.54 -1.27 -9.86
Goldman Sachs long 5/18/09 7/06/09 49 106.08 104.77 -1.31 -1.24 -0.62
long 7/20/09 5/24/10 308 113.48 108.68 -4.80 -4.23 -2.11
short 5/24/10 7/26/10 63 108.68 114.81 102.55 -6.13 -5.64 -2.82
short 8/08/11 12/26/11 140 82.24 70.46 95.99 13.75 16.72 8.36
short 12/24/18 2/11/19 49 136.95 175.69 98.20 -38.74 -28.29 -14.15 -12.05
Amgen long 12/05/22 7/17/23 224 271.40 202.78 -68.63 -25.29 -12.64 -12.64
Chevron short 8/24/15 2/22/16 182 62.12 80.46 43.78 -18.34 -29.53 -14.76 -14.76
IBM short 12/24/18 2/11/19 49 94.22 122.17 66.27 -27.95 -29.66 -14.83 -14.83
Cisco Systems short 8/08/11 12/26/11 140 9.74 14.25 5.24 -4.50 -46.20 -23.10 -23.10
Intel long 11/27/23 8/12/24 259 40.30 18.05 -22.25 -55.22 -27.61 -27.61
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
write an annotation