Assessment - Dow Jones Industrial Avgerage in Pound sterling - 5/16/22 - RS = 19
⇐
⇓ freshest
⇓ 5/16/22
⇓ 1/03/22
prc diff
Δ19
⇓
DJIA
32,041.613
8/12/24
-0.36
26,233.954
27,131.689
-897.735
-3.31
2.13
Chevron
118.065
8/12/24
0.02
140.852
88.444
52.408
59.26
62.14
Merck (MSD)
92.387
8/12/24
-0.93
75.160
57.007
18.153
31.84
29.51
Dow
42.514
8/12/24
-0.84
55.344
42.175
13.169
31.23
22.95
Travelers Companies
170.747
8/12/24
-1.29
142.065
115.505
26.560
22.99
19.54
L
Coca-Cola
55.499
8/12/24
-0.74
53.700
43.977
9.723
22.11
26.20
L
Amgen
260.521
8/12/24
-0.77
198.541
168.114
30.427
18.10
18.12
S
Johnson & Johnson
130.163
8/12/24
-0.46
144.980
127.215
17.765
13.96
16.27
L
Walmart
55.931
8/12/24
1.10
40.221
35.758
4.463
12.48
13.82
Caterpillar
273.571
8/12/24
-0.66
168.679
153.512
15.167
9.88
8.81
IBM
154.261
8/12/24
-1.03
109.932
100.888
9.044
8.96
11.18
S
UnitedHealth
460.218
8/12/24
1.17
398.287
372.493
25.794
6.92
20.94
L
Procter & Gamble
135.805
8/12/24
-2.19
126.287
120.807
5.480
4.54
15.96
L
Honeywell
160.212
8/12/24
-0.73
157.908
153.364
4.544
2.96
1.40
Verizon
32.997
8/12/24
-0.54
39.925
38.890
1.035
2.66
0.79
American Express
192.989
8/12/24
-0.34
127.354
124.745
2.609
2.09
1.05
S
McDonald´s
219.375
8/12/24
0.58
198.680
199.180
-0.501
-0.25
10.02
Visa
211.584
8/12/24
0.05
161.043
164.214
-3.171
-1.93
-1.34
L
3M
100.431
8/12/24
-0.65
122.526
131.813
-9.287
-7.05
-5.48
S
Walgreens Boots
8.304
8/12/24
-4.49
35.944
39.350
-3.406
-8.66
0.01
S
Intel
15.762
8/12/24
-1.78
35.073
39.461
-4.388
-11.12
-7.90
L
Apple
177.097
8/12/24
0.71
118.488
134.980
-16.491
-12.22
5.22
Microsoft
331.195
8/12/24
0.19
212.894
248.252
-35.358
-14.24
-1.87
S
Cisco Systems
36.522
8/12/24
-1.34
39.892
46.840
-6.948
-14.83
-2.72
L
Goldman Sachs
395.259
8/12/24
-0.97
247.039
293.179
-46.140
-15.74
-9.62
⇓ freshest
⇓ 5/16/22
⇓ 1/03/22
prc diff
Δ19
⇓
JP Morgan Chase
167.865
8/12/24
0.19
96.279
119.918
-23.639
-19.71
-14.50
Home Depot
281.533
8/12/24
-0.81
240.974
303.049
-62.076
-20.48
-3.71
Nike
60.766
8/12/24
0.40
91.671
122.120
-30.449
-24.93
-16.21
Walt Disney
69.974
8/12/24
-0.30
85.630
116.254
-30.624
-26.34
-26.03
S
salesforce.com
204.598
8/12/24
-0.48
133.615
189.450
-55.836
-29.47
-23.64
Boeing
133.623
8/12/24
-2.25
100.993
154.150
-53.157
-34.48
-34.31
DJIA - 30 out of 30 instruments rated - 5/16/22 / 1/03/22 - 15 did rise, Market-Ratio(19) in GBP = 50.00 % 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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