Assessment - Dow Jones Industrial Avgerage in Pound sterling - 5/01/23 - RS = 19
⇐
⇓ instrument
freshest
⇓ Δday
5/01/23
⇓ Δwk
12/19/22
prc diff
Δ19
⇓ ∅-RS
DJIA
31,460.794
8/12/24
-0.36
27,219.898
26,886.913
332.985
1.24
0.74
S
salesforce.com
200.890
8/12/24
-0.48
158.107
105.890
52.218
49.31
16.90
L
Apple
173.887
8/12/24
0.71
135.565
108.648
26.918
24.78
9.73
Microsoft
325.192
8/12/24
0.19
244.255
197.358
46.897
23.76
14.65
Nike
59.665
8/12/24
0.40
102.255
84.582
17.673
20.89
10.89
Walt Disney
68.706
8/12/24
-0.30
81.704
70.407
11.297
16.04
-2.66
Visa
207.748
8/12/24
0.05
185.861
168.113
17.748
10.56
6.97
S
Intel
15.476
8/12/24
-1.78
24.221
21.989
2.232
10.15
-7.46
S
McDonald´s
215.398
8/12/24
0.58
237.876
218.190
19.687
9.02
9.73
American Express
189.491
8/12/24
-0.34
127.356
119.022
8.333
7.00
-1.22
Boeing
131.201
8/12/24
-2.25
162.968
152.404
10.564
6.93
19.35
Dow
41.743
8/12/24
-0.84
43.254
40.489
2.764
6.83
-3.20
JP Morgan Chase
164.822
8/12/24
0.19
112.871
106.751
6.120
5.73
8.37
Merck (MSD)
90.712
8/12/24
-0.93
92.999
89.827
3.172
3.53
13.56
L
Walmart
54.917
8/12/24
1.10
40.392
39.069
1.323
3.39
5.69
Verizon
32.398
8/12/24
-0.54
30.944
30.394
0.550
1.81
-10.60
L
Procter & Gamble
133.343
8/12/24
-2.19
125.157
123.446
1.711
1.39
4.85
L
Coca-Cola
54.493
8/12/24
-0.74
51.399
51.578
-0.179
-0.35
0.26
S
Cisco Systems
35.860
8/12/24
-1.34
37.842
38.905
-1.063
-2.73
-1.82
Travelers Companies
167.652
8/12/24
-1.29
145.293
150.623
-5.329
-3.54
0.51
L
Goldman Sachs
388.094
8/12/24
-0.97
272.241
282.851
-10.610
-3.75
-1.35
Chevron
115.925
8/12/24
0.02
133.687
139.435
-5.749
-4.12
-2.32
L
Honeywell
157.308
8/12/24
-0.73
160.258
171.881
-11.623
-6.76
-0.82
S
UnitedHealth
451.876
8/12/24
1.17
396.248
429.764
-33.516
-7.80
-6.14
Home Depot
276.430
8/12/24
-0.81
237.972
260.460
-22.488
-8.63
-4.60
⇓ instrument
freshest
⇓ Δday
5/01/23
⇓ Δwk
12/19/22
prc diff
Δ19
⇓ ∅-RS
Caterpillar
268.612
8/12/24
-0.66
173.679
190.660
-16.981
-8.91
-0.88
S
Johnson & Johnson
127.803
8/12/24
-0.46
130.777
144.032
-13.255
-9.20
-7.07
IBM
151.465
8/12/24
-1.03
100.793
113.983
-13.190
-11.57
-10.00
L
Amgen
255.798
8/12/24
-0.77
190.969
218.083
-27.114
-12.43
-8.00
S
Walgreens Boots
8.154
8/12/24
-4.49
27.666
32.273
-4.607
-14.28
-11.45
L
3M
98.610
8/12/24
-0.65
84.613
100.243
-15.629
-15.59
-17.54
DJIA - 30 out of 30 instruments rated - 5/01/23 / 12/19/22 - 16 did rise, Market-Ratio(19) in GBP = 53.33 %
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
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
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