Assessment - Dow Jones Composite Average in Pound sterling - 1/07/24 - RS = 21

 ⇐ 

								instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	5/02/24	prc diff	⇓ Δ21		⇓∅-RS
								DJCA	9,996.033	12/08/24	-0.32	9,845.976	1.52	9,785.400	60.576	0.62		4.08
						L		3M	97.581	12/08/24	-0.65	79.585	22.61	73.950	5.635	7.62		1.84
						L		AES	13.218	12/08/24	0.30	13.795	-4.19	13.166	0.629	4.78		-1.19
								Alaska Air Group	27.362	12/08/24	-0.26	31.712	-13.72	28.135	3.577	12.72		0.29
						S		American Airlines	7.602	12/08/24	-2.54	8.733	-12.95	11.372	-2.639	-23.21		-21.05
						L		AEP	76.840	12/08/24	-0.40	69.041	11.30	61.246	7.795	12.73		6.75
								American Express	187.513	12/08/24	-0.34	184.950	1.39	164.232	20.718	12.62		26.28
						L		American Water	112.769	12/08/24	0.20	101.061	11.58	96.909	4.152	4.28		-1.16
						L		Amgen	253.128	12/08/24	-0.77	246.017	2.89	256.763	-10.746	-4.19		13.54
						L		Apple	172.072	12/08/24	0.71	171.455	0.36	149.670	21.785	14.56		17.76
								Atmos Energy	101.758	12/08/24	0.46	91.743	10.92	89.142	2.602	2.92		0.72
								Avis Budget	65.742	12/08/24	-4.43	80.115	-17.94	124.318	-44.203	-35.56		-34.63
								Boeing	129.831	12/08/24	-2.25	147.684	-12.09	164.782	-17.097	-10.38		-8.33
								Caterpillar	265.808	12/08/24	-0.66	260.311	2.11	256.308	4.003	1.56		12.45
						L		C.H. Robinson	78.074	12/08/24	0.20	68.669	13.70	59.045	9.624	16.30		3.89
								Chevron	114.715	12/08/24	0.02	123.811	-7.35	121.479	2.332	1.92		0.30
						S		Cisco Systems	35.485	12/08/24	-1.34	37.590	-5.60	39.483	-1.893	-4.80		-6.29
						L		Coca-Cola	53.924	12/08/24	-0.74	50.056	7.73	47.880	2.176	4.54		5.94
								Consolidated Edison	80.637	12/08/24	0.91	70.251	14.78	71.509	-1.258	-1.76		-2.41
						S		CSX	26.499	12/08/24	-1.47	26.571	-0.27	29.291	-2.721	-9.29		0.26
								Delta Air Lines	30.897	12/08/24	-0.61	37.115	-16.75	31.293	5.822	18.61		11.49
								Walt Disney	67.989	12/08/24	-0.30	77.552	-12.33	77.076	0.476	0.62		2.83
								Dominion Resources	43.285	12/08/24	0.46	37.977	13.98	35.639	2.338	6.56		-0.08
								Dow	41.307	12/08/24	-0.84	41.632	-0.78	42.394	-0.762	-1.80		-3.17
						L		Duke Energy	89.679	12/08/24	0.62	78.588	14.11	75.959	2.629	3.46		5.53
								instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	5/02/24	prc diff	⇓ Δ21		⇓∅-RS
								Edison International	65.188	12/08/24	0.52	56.313	15.76	52.282	4.031	7.71		3.20
								Exelon	29.189	12/08/24	-0.54	27.330	6.80	26.811	0.519	1.94		-9.46
								Expeditors Wash	94.219	12/08/24	0.03	95.611	-1.46	99.341	-3.730	-3.75		0.67
						S		FedEx	220.815	12/08/24	0.63	236.264	-6.54	190.046	46.218	24.32		16.74
								FirstEnergy	33.381	12/08/24	0.55	30.304	10.15	28.884	1.420	4.92		2.19
						L		Goldman Sachs	384.043	12/08/24	-0.97	366.767	4.71	305.448	61.319	20.07		26.59
								Home Depot	273.545	12/08/24	-0.81	265.935	2.86	283.215	-17.280	-6.10		1.14
						L		Honeywell	155.666	12/08/24	-0.73	166.867	-6.71	153.920	12.946	8.41		6.94
								IBM	149.884	12/08/24	-1.03	138.509	8.21	146.273	-7.764	-5.31		9.62
						S		Intel	15.314	12/08/24	-1.78	24.395	-37.22	34.108	-9.713	-28.48		-18.28
						S		J.B. Hunt	128.755	12/08/24	-0.20	125.520	2.58	164.862	-39.342	-23.86		-15.06
						S		Johnson & Johnson	126.469	12/08/24	-0.46	115.838	9.18	124.246	-8.409	-6.77		-6.86
								JP Morgan Chase	163.102	12/08/24	0.19	162.516	0.36	139.159	23.357	16.78		23.75
						L		Kirby	92.162	12/08/24	-0.14	95.754	-3.75	66.996	28.758	42.92		40.62
								Landstar System	146.427	12/08/24	-1.04	145.074	0.93	153.641	-8.567	-5.58		-1.29
								Matson	102.936	12/08/24	0.73	102.106	0.81	89.979	12.127	13.48		28.80
						S		McDonald´s	213.150	12/08/24	0.58	197.749	7.79	228.054	-30.305	-13.29		-10.58
								Merck (MSD)	89.766	12/08/24	-0.93	101.172	-11.27	100.625	0.547	0.54		11.17
								Microsoft	321.797	12/08/24	0.19	361.285	-10.93	323.495	37.790	11.68		22.44
						L		NextEra Energy	61.368	12/08/24	0.15	55.293	10.99	44.635	10.658	23.88		10.32
								Nike	59.042	12/08/24	0.40	60.775	-2.85	79.492	-18.718	-23.55		-24.43
								Norfolk Southern	187.615	12/08/24	-1.02	169.327	10.80	198.156	-28.829	-14.55		-5.23
						S		Old Dominion FL	150.785	12/08/24	-1.35	141.356	6.67	165.252	-23.896	-14.46		-10.29
						L		Procter & Gamble	131.951	12/08/24	-2.19	128.716	2.51	126.168	2.547	2.02		4.93
						L		PSEG	63.685	12/08/24	0.81	58.243	9.34	46.413	11.830	25.49		16.12
								instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	5/02/24	prc diff	⇓ Δ21		⇓∅-RS
								Ryder System	104.289	12/08/24	-1.29	97.051	7.46	91.885	5.166	5.62		13.95
						S		salesforce.com	198.793	12/08/24	-0.48	202.669	-1.91	229.760	-27.091	-11.79		4.56
						L		Sempra	62.483	12/08/24	0.74	59.303	5.36	55.863	3.440	6.16		3.49
						L		Southern	68.977	12/08/24	0.46	60.909	13.25	53.574	7.335	13.69		9.10
								Southwest Airlines	20.076	12/08/24	0.20	22.236	-9.71	23.725	-1.489	-6.28		-4.29
								Travelers Companies	165.902	12/08/24	-1.29	160.554	3.33	169.926	-9.371	-5.51		7.33
								Uber Technologies	54.786	12/08/24	1.05	56.242	-2.59	55.018	1.224	2.23		25.53
						S		Union Pacific	187.275	12/08/24	-0.32	177.870	5.29	196.689	-18.819	-9.57		-1.66
								United Airlines	31.973	12/08/24	-2.51	38.230	-16.37	31.907	6.323	19.82		6.73
						S		UnitedHealth	447.159	12/08/24	1.17	391.281	14.28	401.097	-9.816	-2.45		-2.37
						S		UPS	98.767	12/08/24	-0.76	107.540	-8.16	110.913	-3.373	-3.04		-12.57
								Verizon	32.060	12/08/24	-0.54	33.017	-2.90	32.999	0.018	0.05		12.51
								Visa	205.580	12/08/24	0.05	208.230	-1.27	219.768	-11.538	-5.25		2.09
						S		Walgreens Boots	8.068	12/08/24	-4.49	9.160	-11.92	17.672	-8.512	-48.17		-46.87
						L		Walmart	54.343	12/08/24	1.10	53.378	1.81	44.834	8.544	19.06		20.49
						L		Xcel Energy	45.895	12/08/24	0.10	41.473	10.66	46.668	-5.195	-11.13		-9.81
DJCA - 65 out of 65 instruments rated - 1/07/24 / 5/02/24 - 37 did rise, Market-Ratio(21) in GBP = 56.92 %
Stock Exchange Currency: USD $ Dollar

 

Technical Chart

	DJCA RS = 21 - B/S = 14/13
4/01/21	scale up chart	1/07/24

 

Transactions Dow Jones Composite Average in Pound sterling * A21 - 14/13 (1)

																⇐
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		29/09/08	1001				- cash -
short	29/09/08	27/10/08	28				Avis Budget	100	3,023		3.308	0.880	12.427	9.119	276	37,568	> 999,999
long	27/10/08	3/11/08	7				Walmart	100	3,608		10.411	11.609		1.198	12	41,890	29,158
short	3/11/08	24/11/08	21				Avis Budget	100	30,739		1.363	0.369	5.039	3.676	270	154,889	> 999,999
long	24/11/08	5/01/09	42				Walmart	100	13,140		11.787	12.954		1.168	10	170,231	127
short	5/01/09	16/03/09	70				Avis Budget	100	309,466		0.550	0.314	0.963	0.413	75	298,016	1,754
long	16/03/09	23/03/09	7				PG & E	100	11,327		26.309	27.882		1.574	6	315,842	1,969
short	23/03/09	30/03/09	7				Avis Budget	100	543,862		0.581	0.580	0.582	0.001	0	316,311	8
long	30/03/09	24/08/15	2338				Verizon	100	14,981		21.114	28.358		7.244	34	424,840	5
short	24/08/15	31/08/15	7				Chevron	100	9,293		45.713	52.777	38.649	-7.064	-15	359,193	-100
long	31/08/15	16/03/20	1659				JetBlue Airways	100	24,695		14.545	8.673		-5.872	-40	214,190	-11
short	16/03/20	27/04/20	42				Boeing	100	2,021		105.950	103.679	108.271	2.321	2	218,880	21
long	27/04/20	4/05/20	7				Apple	100	3,837		57.038	58.905		1.867	3	226,043	436
short	4/05/20	18/05/20	14				United Airlines	100	11,133		20.302	19.757	20.862	0.560	3	232,280	103
long	18/05/20	25/05/20	7				Apple	100	3,602		64.470	65.347		0.877	1	235,440	102
short	25/05/20	1/06/20	7				United Airlines	100	11,308		20.820	23.625	18.015	-2.805	-13	203,722	-100
long	1/06/20	22/06/20	21				Apple	100	3,157		64.526	71.947		7.421	12	227,151	563
short	22/06/20	6/07/20	14				United Airlines	100	7,751		29.302	28.175	30.475	1.173	4	236,242	178
long	6/07/20	20/06/22	714				Apple	100	3,158		74.788	107.310		32.522	43	338,946	20
short	20/06/22	27/06/22	7				JetBlue Airways	100	48,658		6.966	7.126	6.806	-0.160	-2	331,169	-70
long	27/06/22	26/09/22	91				Chevron	100	2,758		120.038	131.947		11.908	10	364,012	46
short	26/09/22	17/10/22	21				JetBlue Airways	100	58,654		6.206	6.014	6.405	0.199	3	375,657	73
long	17/10/22	12/08/24	665				PG & E	100	30,218		12.431	14.420		1.989	16	435,766	8
accum	29/09/08	12/08/24	6286	days out of 7287 invested (86%)										4,258		435,766	25

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %			total
Avis Budget	short	29/09/08	27/10/08	28	3.31	0.88	12.43	9.12	275.71
	short	3/11/08	24/11/08	21	1.36	0.37	5.04	3.68	269.76
	short	5/01/09	16/03/09	70	0.55	0.31	0.96	0.41	75.07
	short	23/03/09	30/03/09	7	0.58	0.58	0.58	0.00	0.15			2,335.65
Apple	long	27/04/20	4/05/20	7	57.04	58.91		1.87	3.27
	long	18/05/20	25/05/20	7	64.47	65.35		0.88	1.36
	long	1/06/20	22/06/20	21	64.53	71.95		7.42	11.50
	long	6/07/20	20/06/22	714	74.79	107.31		32.52	43.49			67.47
Verizon	long	30/03/09	24/08/15	2338	21.11	28.36		7.24	34.31			34.31
PG & E	long	16/03/09	23/03/09	7	26.31	27.88		1.57	5.98
	long	17/10/22	12/08/24	665	12.43	14.42		1.99	16.00			22.94
Walmart	long	27/10/08	3/11/08	7	10.41	11.61		1.20	11.51
	long	24/11/08	5/01/09	42	11.79	12.95		1.17	9.91			22.55
Boeing	short	16/03/20	27/04/20	42	105.95	103.68	108.27	2.32	2.19			2.19
Chevron	short	24/08/15	31/08/15	7	45.71	52.78	38.65	-7.06	-15.45
	long	27/06/22	26/09/22	91	120.04	131.95		11.91	9.92			-7.07
United Airlines	short	4/05/20	18/05/20	14	20.30	19.76	20.86	0.56	2.76
	short	25/05/20	1/06/20	7	20.82	23.62	18.02	-2.80	-13.47
	short	22/06/20	6/07/20	14	29.30	28.17	30.48	1.17	4.00			-7.53
JetBlue Airways	long	31/08/15	16/03/20	1659	14.54	8.67		-5.87	-40.37
	short	20/06/22	27/06/22	7	6.97	7.13	6.81	-0.16	-2.29
	short	26/09/22	17/10/22	21	6.21	6.01	6.40	0.20	3.20			-39.87

Annotations

14/03/24	DJCA			Component update: Uber Technologies replaces JetBlue Airways
26/02/24	Walmart			stock split 1:3 (three for one)
22/08/23	Sempra			stock split 1:2 (two for one)
29/06/21	CSX			stock split 1:3 (three for one)
24/12/15	Nike			stock split 1:2 (two for one)
15/10/15	DJCA			American Airlines replaces Con-Way
19/03/15	Visa			forward stock split 1:4 (four for one)
18/03/15	DJIA			Apple replaces AT&T

write an annotation