Assessment - Dow Jones Industrial Avgerage in Pound sterling - 3/30/20 - RS = 19
⇐
⇓ freshest
Δday
3/30/20
⇓ 11/18/19
prc diff
⇓
⇓
DJIA
31,748.671
8/12/24
-0.36
18,011.242
21,614.925
-3,603.683
-16.67
-13.84
S
UnitedHealth
456.011
8/12/24
1.17
202.704
210.419
-7.716
-3.67
2.28
L
Walmart
55.419
8/12/24
1.10
30.974
30.903
0.071
0.23
5.38
L
Apple
175.478
8/12/24
0.71
51.388
51.481
-0.093
-0.18
13.78
S
McDonald´s
217.369
8/12/24
0.58
135.628
149.783
-14.155
-9.45
-13.72
Nike
60.211
8/12/24
0.40
68.875
72.609
-3.735
-5.14
-0.84
JP Morgan Chase
166.330
8/12/24
0.19
75.425
100.703
-25.278
-25.10
-18.08
Microsoft
328.167
8/12/24
0.19
129.255
115.907
13.348
11.52
16.32
Visa
209.649
8/12/24
0.05
133.563
138.512
-4.949
-3.57
-3.18
Chevron
116.985
8/12/24
0.02
58.041
91.398
-33.357
-36.50
-34.84
Walt Disney
69.335
8/12/24
-0.30
80.507
113.833
-33.326
-29.28
-23.17
American Express
191.224
8/12/24
-0.34
72.819
92.254
-19.434
-21.07
-21.34
S
Johnson & Johnson
128.973
8/12/24
-0.46
107.297
103.949
3.348
3.22
0.19
S
salesforce.com
202.728
8/12/24
-0.48
120.882
125.490
-4.608
-3.67
-2.69
Verizon
32.695
8/12/24
-0.54
44.182
45.826
-1.644
-3.59
-3.47
L
3M
99.513
8/12/24
-0.65
111.113
131.480
-20.368
-15.49
-16.04
Caterpillar
271.070
8/12/24
-0.66
90.115
110.703
-20.588
-18.60
-12.51
L
Honeywell
158.747
8/12/24
-0.73
106.281
138.619
-32.339
-23.33
-19.38
L
Coca-Cola
54.992
8/12/24
-0.74
36.301
40.884
-4.583
-11.21
-11.45
L
Amgen
258.139
8/12/24
-0.77
168.178
170.129
-1.951
-1.15
7.17
Home Depot
278.959
8/12/24
-0.81
158.191
184.145
-25.954
-14.09
-5.91
Dow
42.125
8/12/24
-0.84
23.112
41.879
-18.767
-44.81
-37.91
Merck (MSD)
91.543
8/12/24
-0.93
62.074
64.861
-2.787
-4.30
-4.79
L
Goldman Sachs
391.645
8/12/24
-0.97
128.763
169.404
-40.641
-23.99
-20.95
IBM
152.851
8/12/24
-1.03
91.099
103.548
-12.449
-12.02
-14.71
⇓ freshest
Δday
3/30/20
⇓ 11/18/19
prc diff
⇓
⇓
Travelers Companies
169.186
8/12/24
-1.29
82.758
103.533
-20.775
-20.07
-23.31
S
Cisco Systems
36.188
8/12/24
-1.34
32.526
34.809
-2.284
-6.56
-15.15
S
Intel
15.617
8/12/24
-1.78
44.763
44.909
-0.146
-0.32
7.89
L
Procter & Gamble
134.563
8/12/24
-2.19
92.769
93.973
-1.204
-1.28
1.77
Boeing
132.401
8/12/24
-2.25
122.842
284.841
-161.999
-56.87
-51.68
S
Walgreens Boots
8.228
8/12/24
-4.49
36.430
47.754
-11.324
-23.71
-14.28
DJIA - 30 out of 30 instruments rated - 3/30/20 / 11/18/19 - 3 did rise, Market-Ratio(19) in GBP = 10.00 % Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage in Pound sterling * A19 - 80/23 (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 2/27/06 56 - cash -
long
2/27/06
2/04/08
707
Apple
100
6,885
1.452
2.392
0.940
65
16,472
29
short
2/04/08
6/29/09
511
American Express
100
679
24.250
14.523
40.492
16.241
67
27,500
44
long
6/29/09
8/16/10
413
Goldman Sachs
100
304
90.383
94.761
4.378
5
28,830
4
short
8/16/10
10/11/10
56
Microsoft
100
1,834
15.712
15.412
16.019
0.307
2
29,393
13
long
10/11/10
8/22/11
315
Apple
100
4,445
6.611
7.732
1.120
17
34,373
20
short
8/22/11
12/19/11
119
Goldman Sachs
100
531
64.690
56.418
74.176
9.485
15
39,410
52
long
12/19/11
8/24/15
1344
Visa
100
2,485
15.854
43.330
27.476
173
107,687
31
short
8/24/15
5/30/16
280
Chevron
100
2,355
45.713
69.652
21.774
-23.939
-52
51,310
-62
long
5/30/16
12/24/18
938
Chevron
100
736
69.652
79.372
9.720
14
58,464
5
short
12/24/18
4/29/19
126
Goldman Sachs
100
475
122.881
159.921
85.842
-37.040
-30
40,870
-65
long
4/29/19
3/09/20
315
Walt Disney
100
379
107.660
79.508
-28.152
-26
30,200
-30
short
3/09/20
7/20/20
133
Exxon Mobil
100
946
31.895
33.579
30.210
-1.685
-5
28,607
-14
long
7/20/20
6/20/22
700
Apple
100
368
77.712
107.310
29.598
38
39,499
18
short
6/20/22
2/06/23
231
Walt Disney
100
513
76.950
91.438
62.463
-14.488
-19
32,066
-28
long
2/06/23
10/30/23
266
Boeing
100
186
172.115
149.986
-22.129
-13
27,950
-17
short
10/30/23
1/29/24
91
Walgreens Boots
100
1,610
17.355
17.906
16.805
-0.551
-3
27,064
-12
long
1/29/24
8/12/24
196
salesforce.com
100
119
226.864
198.793
-28.071
-12
23,723
-22
accum 2/27/06
8/12/24 7232
days out of 7288 invested (99%)
137
23,723
4
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total Visa long 12/19/11 8/24/15 1344 15.85 43.33 27.48 173.30 173.30 Apple long 2/27/06 2/04/08 707 1.45 2.39 0.94 64.72 long 10/11/10 8/22/11 315 6.61 7.73 1.12 16.95 long 7/20/20 6/20/22 700 77.71 107.31 29.60 38.09 166.00 American Express short 2/04/08 6/29/09 511 24.25 14.52 40.49 16.24 66.97 66.97 Microsoft short 8/16/10 10/11/10 56 15.71 15.41 16.02 0.31 1.95 1.95 Walgreens Boots short 10/30/23 1/29/24 91 17.36 17.91 16.80 -0.55 -3.17 -3.17 Exxon Mobil short 3/09/20 7/20/20 133 31.89 33.58 30.21 -1.68 -5.28 -5.28 salesforce.com long 1/29/24 8/12/24 196 226.86 198.79 -28.07 -12.37 -12.37 Boeing long 2/06/23 10/30/23 266 172.12 149.99 -22.13 -12.86 -12.86 Goldman Sachs long 6/29/09 8/16/10 413 90.38 94.76 4.38 4.84 short 8/22/11 12/19/11 119 64.69 56.42 74.18 9.49 14.66 short 12/24/18 4/29/19 126 122.88 159.92 85.84 -37.04 -30.14 -16.02 Walt Disney long 4/29/19 3/09/20 315 107.66 79.51 -28.15 -26.15 short 6/20/22 2/06/23 231 76.95 91.44 62.46 -14.49 -18.83 -40.05 Chevron short 8/24/15 5/30/16 280 45.71 69.65 21.77 -23.94 -52.37 long 5/30/16 12/24/18 938 69.65 79.37 9.72 13.95 -45.72
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 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
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