| | |
| | |
Assessment - Dow Jones Composite Average in Renminbi yuán - 7/01/24 - RS = 17
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
3/04/24 |
prc diff |
Δ17 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
DJCA |
92,028.021 |
8/12/24 |
-0.32 |
90,646.523 |
1.52 |
89,483.767 |
1,162.755 |
1.30 |
|
5.36 |
| |  |
 |
 |
 |
L |
 |
Kirby |
848.489 |
8/12/24 |
-0.14 |
881.552 |
-3.75 |
643.119 |
238.433 |
37.07 |
|
42.37 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
564.980 |
8/12/24 |
0.15 |
509.050 |
10.99 |
395.704 |
113.345 |
28.64 |
|
11.76 |
| |  |
 |
 |
 |
L |
 |
Apple |
1,584.171 |
8/12/24 |
0.71 |
1,578.491 |
0.36 |
1,260.467 |
318.024 |
25.23 |
|
19.21 |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
718.787 |
8/12/24 |
0.20 |
632.197 |
13.70 |
507.138 |
125.059 |
24.66 |
|
5.20 |
| |  |
 |
 |
 |
S |
 |
FedEx |
2,032.921 |
8/12/24 |
0.63 |
2,175.150 |
-6.54 |
1,776.387 |
398.763 |
22.45 |
|
18.15 |
| |  |
 |
 |
 |
|
 |
Matson |
947.677 |
8/12/24 |
0.73 |
940.030 |
0.81 |
779.171 |
160.859 |
20.64 |
|
30.36 |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
3,535.674 |
8/12/24 |
-0.97 |
3,376.623 |
4.71 |
2,823.632 |
552.991 |
19.58 |
|
28.17 |
| |  |
 |
 |
 |
L |
 |
PSEG |
586.317 |
8/12/24 |
0.81 |
536.214 |
9.34 |
456.100 |
80.113 |
17.56 |
|
17.55 |
| |  |
 |
 |
 |
L |
 |
Walmart |
500.311 |
8/12/24 |
1.10 |
491.426 |
1.81 |
426.874 |
64.552 |
15.12 |
|
21.97 |
| |  |
 |
 |
 |
L |
 |
Southern |
635.038 |
8/12/24 |
0.46 |
560.756 |
13.25 |
490.941 |
69.814 |
14.22 |
|
10.44 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
284.456 |
8/12/24 |
-0.61 |
341.697 |
-16.75 |
299.244 |
42.453 |
14.19 |
|
12.97 |
| |  |
 |
 |
 |
L |
 |
Amgen |
2,330.413 |
8/12/24 |
-0.77 |
2,264.943 |
2.89 |
2,011.204 |
253.740 |
12.62 |
|
14.88 |
| |  |
 |
 |
 |
|
 |
Microsoft |
2,962.611 |
8/12/24 |
0.19 |
3,326.155 |
-10.93 |
2,986.823 |
339.332 |
11.36 |
|
23.93 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
1,501.587 |
8/12/24 |
0.19 |
1,496.198 |
0.36 |
1,343.826 |
152.372 |
11.34 |
|
25.29 |
| |  |
 |
 |
 |
L |
 |
3M |
898.374 |
8/12/24 |
-0.65 |
732.697 |
22.61 |
658.236 |
74.461 |
11.31 |
|
3.12 |
| |  |
 |
 |
 |
|
 |
United Airlines |
294.360 |
8/12/24 |
-2.51 |
351.965 |
-16.37 |
317.744 |
34.221 |
10.77 |
|
8.15 |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
251.903 |
8/12/24 |
-0.26 |
291.957 |
-13.72 |
265.411 |
26.546 |
10.00 |
|
1.61 |
| |  |
 |
 |
 |
L |
 |
AES |
121.691 |
8/12/24 |
0.30 |
127.008 |
-4.19 |
115.681 |
11.327 |
9.79 |
|
0.12 |
| |  |
 |
 |
 |
|
 |
Ryder System |
960.130 |
8/12/24 |
-1.29 |
893.495 |
7.46 |
814.372 |
79.123 |
9.72 |
|
15.30 |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
825.622 |
8/12/24 |
0.62 |
723.521 |
14.11 |
665.290 |
58.230 |
8.75 |
|
6.82 |
| |  |
 |
 |
 |
|
 |
American Express |
1,726.326 |
8/12/24 |
-0.34 |
1,702.731 |
1.39 |
1,575.835 |
126.896 |
8.05 |
|
27.90 |
| |  |
 |
 |
 |
L |
 |
Sempra |
575.248 |
8/12/24 |
0.74 |
545.972 |
5.36 |
509.226 |
36.747 |
7.22 |
|
4.77 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
1,433.131 |
8/12/24 |
-0.73 |
1,536.252 |
-6.71 |
1,434.240 |
102.013 |
7.11 |
|
8.26 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
496.451 |
8/12/24 |
-0.74 |
460.839 |
7.73 |
430.545 |
30.294 |
7.04 |
|
7.26 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
3/04/24 |
prc diff |
Δ17 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Edison International |
600.154 |
8/12/24 |
0.52 |
518.444 |
15.76 |
485.614 |
32.830 |
6.76 |
|
4.49 |
| |  |
 |
 |
 |
|
 |
Chevron |
1,056.114 |
8/12/24 |
0.02 |
1,139.863 |
-7.35 |
1,071.721 |
68.143 |
6.36 |
|
1.51 |
| |  |
 |
 |
 |
L |
 |
American Water |
1,038.199 |
8/12/24 |
0.20 |
930.418 |
11.58 |
876.064 |
54.354 |
6.20 |
|
0.08 |
| |  |
 |
 |
 |
|
 |
Verizon |
295.161 |
8/12/24 |
-0.54 |
303.973 |
-2.90 |
290.174 |
13.800 |
4.76 |
|
13.89 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
826.423 |
8/12/24 |
-0.93 |
931.437 |
-11.27 |
892.980 |
38.457 |
4.31 |
|
12.56 |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
398.501 |
8/12/24 |
0.46 |
349.635 |
13.98 |
336.172 |
13.462 |
4.00 |
|
1.19 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
307.323 |
8/12/24 |
0.55 |
278.994 |
10.15 |
268.290 |
10.704 |
3.99 |
|
3.46 |
| |  |
 |
 |
 |
L |
 |
AEP |
707.426 |
8/12/24 |
-0.40 |
635.620 |
11.30 |
611.517 |
24.103 |
3.94 |
|
8.09 |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
422.533 |
8/12/24 |
0.10 |
381.824 |
10.66 |
367.558 |
14.266 |
3.88 |
|
-8.72 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
4,116.748 |
8/12/24 |
1.17 |
3,602.309 |
14.28 |
3,468.767 |
133.543 |
3.85 |
|
-1.22 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
1,214.801 |
8/12/24 |
-2.19 |
1,185.015 |
2.51 |
1,148.601 |
36.414 |
3.17 |
|
6.22 |
| |  |
 |
 |
 |
|
 |
Atmos Energy |
936.826 |
8/12/24 |
0.46 |
844.629 |
10.92 |
825.530 |
19.099 |
2.31 |
|
1.96 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
867.424 |
8/12/24 |
0.03 |
880.241 |
-1.46 |
863.538 |
16.702 |
1.93 |
|
1.90 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
742.382 |
8/12/24 |
0.91 |
646.763 |
14.78 |
641.607 |
5.156 |
0.80 |
|
-1.21 |
| |  |
 |
 |
 |
|
 |
Landstar System |
1,348.071 |
8/12/24 |
-1.04 |
1,335.618 |
0.93 |
1,334.684 |
0.934 |
0.07 |
|
-0.06 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
2,447.152 |
8/12/24 |
-0.66 |
2,396.539 |
2.11 |
2,437.790 |
-41.251 |
-1.69 |
|
13.84 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
326.695 |
8/12/24 |
-1.34 |
346.066 |
-5.60 |
353.665 |
-7.599 |
-2.15 |
|
-5.16 |
| |  |
 |
 |
 |
|
 |
Exelon |
268.726 |
8/12/24 |
-0.54 |
251.612 |
6.80 |
260.588 |
-8.976 |
-3.44 |
|
-8.36 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
605.252 |
8/12/24 |
-4.43 |
737.576 |
-17.94 |
766.286 |
-28.710 |
-3.75 |
|
-33.84 |
| |  |
 |
 |
 |
|
 |
Visa |
1,892.660 |
8/12/24 |
0.05 |
1,917.056 |
-1.27 |
2,019.410 |
-102.354 |
-5.07 |
|
3.34 |
| |  |
 |
 |
 |
|
 |
Boeing |
1,195.284 |
8/12/24 |
-2.25 |
1,359.651 |
-12.09 |
1,443.598 |
-83.947 |
-5.82 |
|
-7.20 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
1,527.367 |
8/12/24 |
-1.29 |
1,478.137 |
3.33 |
1,576.987 |
-98.849 |
-6.27 |
|
8.65 |
| |  |
 |
 |
 |
|
 |
Dow |
380.294 |
8/12/24 |
-0.84 |
383.280 |
-0.78 |
410.461 |
-27.181 |
-6.62 |
|
-1.97 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
1,164.333 |
8/12/24 |
-0.46 |
1,066.455 |
9.18 |
1,150.617 |
-84.161 |
-7.31 |
|
-5.71 |
| |  |
 |
 |
 |
|
 |
IBM |
1,379.896 |
8/12/24 |
-1.03 |
1,275.173 |
8.21 |
1,389.753 |
-114.580 |
-8.24 |
|
10.94 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
3/04/24 |
prc diff |
Δ17 |
|
⇓∅-RS |
| |  |
 |
 |
 |
S |
 |
UPS |
909.298 |
8/12/24 |
-0.76 |
990.062 |
-8.16 |
1,084.174 |
-94.112 |
-8.68 |
|
-11.48 |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
1,724.142 |
8/12/24 |
-0.32 |
1,637.552 |
5.29 |
1,824.617 |
-187.065 |
-10.25 |
|
-0.46 |
| |  |
 |
 |
 |
|
 |
Home Depot |
2,518.376 |
8/12/24 |
-0.81 |
2,448.318 |
2.86 |
2,738.113 |
-289.796 |
-10.58 |
|
2.40 |
| |  |
 |
 |
 |
S |
 |
CSX |
243.965 |
8/12/24 |
-1.47 |
244.621 |
-0.27 |
276.280 |
-31.660 |
-11.46 |
|
1.49 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
504.389 |
8/12/24 |
1.05 |
517.789 |
-2.59 |
585.242 |
-67.454 |
-11.53 |
|
27.06 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
625.934 |
8/12/24 |
-0.30 |
713.980 |
-12.33 |
818.403 |
-104.423 |
-12.76 |
|
4.09 |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
1,962.354 |
8/12/24 |
0.58 |
1,820.563 |
7.79 |
2,094.347 |
-273.784 |
-13.07 |
|
-9.47 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
1,727.273 |
8/12/24 |
-1.02 |
1,558.901 |
10.80 |
1,865.649 |
-306.748 |
-16.44 |
|
-4.05 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
184.831 |
8/12/24 |
0.20 |
204.712 |
-9.71 |
245.543 |
-40.830 |
-16.63 |
|
-3.03 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
1,830.176 |
8/12/24 |
-0.48 |
1,865.860 |
-1.91 |
2,264.953 |
-399.093 |
-17.62 |
|
5.85 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
1,388.198 |
8/12/24 |
-1.35 |
1,301.390 |
6.67 |
1,606.105 |
-304.715 |
-18.97 |
|
-9.22 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
1,185.379 |
8/12/24 |
-0.20 |
1,155.594 |
2.58 |
1,449.501 |
-293.907 |
-20.28 |
|
-14.04 |
| |  |
 |
 |
 |
|
 |
Nike |
543.569 |
8/12/24 |
0.40 |
559.518 |
-2.85 |
716.544 |
-157.026 |
-21.91 |
|
-23.51 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
69.985 |
8/12/24 |
-2.54 |
80.399 |
-12.95 |
106.611 |
-26.211 |
-24.59 |
|
-20.03 |
| |  |
 |
 |
 |
S |
 |
Intel |
140.990 |
8/12/24 |
-1.78 |
224.594 |
-37.22 |
328.326 |
-103.732 |
-31.59 |
|
-17.33 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
74.282 |
8/12/24 |
-4.49 |
84.332 |
-11.92 |
148.146 |
-63.814 |
-43.08 |
|
-46.21 |
| DJCA - 65 out of 65 instruments rated - 7/01/24 / 3/04/24 - 39 did rise, Market-Ratio(17) in CNY = 60.00 % |
| Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions Dow Jones Composite Average in Renminbi yuán * L17 - 47/43 (1)
|
⇐ |
| |
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | |
| 1/02/06 |
10/01/07 |
637 |
|
- cash - |
| long |
10/01/07 |
11/05/07 |
35 |
 |
 |
 |
Chevron |
100 |
14 |
|
708.886 |
659.668 |
|
-49.218 |
-7 |
9,311 |
-53 |
|
| 11/05/07 |
11/19/07 |
14 |
|
- cash - |
| |
11/19/07 |
1/14/08 |
56 |
 |
 |
 |
Coca-Cola |
100 |
40 |
|
231.234 |
233.492 |
|
2.258 |
1 |
9,401 |
7 |
|
| 1/14/08 |
4/28/08 |
105 |
|
- cash - |
| |
4/28/08 |
7/21/08 |
84 |
 |
 |
 |
CSX |
100 |
194 |
|
48.351 |
46.903 |
|
-1.448 |
-3 |
9,120 |
-12 |
|
| 7/21/08 |
2/02/09 |
196 |
|
- cash - |
| |
2/02/09 |
2/09/09 |
7 |
 |
 |
 |
Alaska Air Group |
100 |
197 |
|
46.202 |
49.058 |
|
2.856 |
6 |
9,683 |
2,183 |
|
| 2/09/09 |
5/18/09 |
98 |
|
- cash - |
| |
5/18/09 |
5/03/10 |
350 |
 |
 |
 |
Avis Budget |
100 |
413 |
|
23.409 |
102.935 |
|
79.526 |
340 |
42,527 |
369 |
|
| 5/03/10 |
5/10/10 |
7 |
|
- cash - |
| |
5/10/10 |
6/28/10 |
49 |
 |
 |
 |
Avis Budget |
100 |
497 |
|
85.526 |
75.394 |
|
-10.132 |
-12 |
37,492 |
-61 |
|
| 6/28/10 |
9/13/10 |
77 |
|
- cash - |
| |
9/13/10 |
8/01/11 |
322 |
 |
 |
 |
Alaska Air Group |
100 |
468 |
|
79.943 |
96.588 |
|
16.645 |
21 |
45,281 |
24 |
|
| 8/01/11 |
10/17/11 |
77 |
|
- cash - |
| |
10/17/11 |
10/24/11 |
7 |
 |
 |
 |
Kansas City Southern |
100 |
125 |
|
361.562 |
392.356 |
|
30.795 |
9 |
49,131 |
6,996 |
|
| 10/24/11 |
11/28/11 |
35 |
|
- cash - |
| |
11/28/11 |
6/04/12 |
189 |
 |
 |
 |
Kansas City Southern |
100 |
116 |
|
422.085 |
396.990 |
|
-25.095 |
-6 |
46,220 |
-11 |
|
| 6/04/12 |
6/11/12 |
7 |
|
- cash - |
| |
6/11/12 |
11/19/12 |
161 |
 |
 |
 |
Visa |
100 |
251 |
|
184.100 |
228.943 |
|
44.842 |
24 |
57,475 |
64 |
|
| 11/19/12 |
11/26/12 |
7 |
|
- cash - |
| |
11/26/12 |
9/02/13 |
280 |
 |
 |
 |
Exelon |
100 |
312 |
|
183.908 |
184.181 |
|
0.273 |
0 |
57,560 |
0 |
|
| 9/02/13 |
9/16/13 |
14 |
|
- cash - |
| |
9/16/13 |
3/09/15 |
539 |
 |
 |
 |
Delta Air Lines |
100 |
406 |
|
141.691 |
279.087 |
|
137.396 |
97 |
113,343 |
58 |
|
| 3/09/15 |
3/16/15 |
7 |
|
- cash - |
| |
3/16/15 |
4/06/15 |
21 |
 |
 |
 |
JetBlue Airways |
100 |
967 |
|
117.170 |
114.419 |
|
-2.751 |
-2 |
110,683 |
-34 |
|
| 4/06/15 |
4/13/15 |
7 |
|
- cash - |
| |
4/13/15 |
4/20/15 |
7 |
 |
 |
 |
JetBlue Airways |
100 |
896 |
|
123.440 |
121.331 |
|
-2.109 |
-2 |
108,794 |
-59 |
|
| 4/20/15 |
5/04/15 |
14 |
|
- cash - |
| |
5/04/15 |
5/25/15 |
21 |
 |
 |
 |
JetBlue Airways |
100 |
811 |
|
134.005 |
126.823 |
|
-7.182 |
-5 |
102,969 |
-62 |
|
| 5/25/15 |
6/01/15 |
7 |
|
- cash - |
| |
6/01/15 |
6/08/15 |
7 |
 |
 |
 |
JetBlue Airways |
100 |
801 |
|
128.456 |
117.994 |
|
-10.463 |
-8 |
94,589 |
-99 |
|
| 6/08/15 |
8/17/15 |
70 |
|
- cash - |
| |
8/17/15 |
8/24/15 |
7 |
 |
 |
 |
JetBlue Airways |
100 |
606 |
|
156.043 |
135.892 |
|
-20.151 |
-13 |
82,378 |
-100 |
|
| 8/24/15 |
10/12/15 |
49 |
|
- cash - |
| |
10/12/15 |
11/30/15 |
49 |
 |
 |
 |
JetBlue Airways |
100 |
485 |
|
169.835 |
158.315 |
|
-11.520 |
-7 |
76,790 |
-41 |
|
| 11/30/15 |
12/21/15 |
21 |
|
- cash - |
| |
12/21/15 |
1/11/16 |
21 |
 |
 |
 |
Nike |
100 |
182 |
|
420.595 |
391.092 |
|
-29.503 |
-7 |
71,421 |
-72 |
|
| 1/11/16 |
3/14/16 |
63 |
|
- cash - |
| |
3/14/16 |
11/07/16 |
238 |
 |
 |
 |
NiSource |
100 |
482 |
|
148.134 |
157.554 |
|
9.421 |
6 |
75,961 |
10 |
|
| 11/07/16 |
11/21/16 |
14 |
|
- cash - |
| |
11/21/16 |
4/02/18 |
497 |
 |
 |
 |
United Airlines |
100 |
159 |
|
475.479 |
419.385 |
|
-56.094 |
-12 |
67,043 |
-9 |
|
| 4/02/18 |
6/04/18 |
63 |
|
- cash - |
| |
6/04/18 |
12/17/18 |
196 |
 |
 |
 |
Intel |
100 |
184 |
|
363.991 |
324.592 |
|
-39.399 |
-11 |
59,793 |
-19 |
|
| 12/17/18 |
2/11/19 |
56 |
|
- cash - |
| |
2/11/19 |
8/05/19 |
175 |
 |
 |
 |
AES |
100 |
522 |
|
114.475 |
114.973 |
|
0.498 |
0 |
60,053 |
1 |
|
| 8/05/19 |
9/02/19 |
28 |
|
- cash - |
| |
9/02/19 |
3/02/20 |
182 |
 |
 |
 |
American Water |
100 |
65 |
|
912.711 |
910.280 |
|
-2.431 |
0 |
59,895 |
-1 |
|
| 3/02/20 |
7/06/20 |
126 |
|
- cash - |
| |
7/06/20 |
9/06/21 |
427 |
 |
 |
 |
Apple |
100 |
91 |
|
655.463 |
996.075 |
|
340.612 |
52 |
90,891 |
43 |
|
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | |
| 9/06/21 |
10/18/21 |
42 |
|
- cash - |
| |
10/18/21 |
2/21/22 |
126 |
 |
 |
 |
Avis Budget |
100 |
89 |
|
1,017.416 |
1,016.388 |
|
-1.028 |
0 |
90,799 |
0 |
|
| 2/21/22 |
3/21/22 |
28 |
|
- cash - |
| |
3/21/22 |
6/13/22 |
84 |
 |
 |
 |
Avis Budget |
100 |
52 |
|
1,727.798 |
1,073.325 |
|
-654.473 |
-38 |
56,767 |
-87 |
|
| 6/13/22 |
9/12/22 |
91 |
|
- cash - |
| |
9/12/22 |
9/19/22 |
7 |
 |
 |
 |
AES |
100 |
297 |
|
190.899 |
186.232 |
|
-4.667 |
-2 |
55,381 |
-72 |
|
| 9/19/22 |
10/31/22 |
42 |
|
- cash - |
| |
10/31/22 |
12/12/22 |
42 |
 |
 |
 |
PG & E |
100 |
508 |
|
108.975 |
111.665 |
|
2.690 |
2 |
56,747 |
24 |
|
| 12/12/22 |
12/26/22 |
14 |
|
- cash - |
| |
12/26/22 |
3/13/23 |
77 |
 |
 |
 |
PG & E |
100 |
507 |
|
111.754 |
107.896 |
|
-3.857 |
-3 |
54,791 |
-15 |
|
| 3/13/23 |
4/17/23 |
35 |
|
- cash - |
| |
4/17/23 |
5/08/23 |
21 |
 |
 |
 |
Boeing |
100 |
38 |
|
1,408.490 |
1,363.564 |
|
-44.926 |
-3 |
53,084 |
-43 |
|
| 5/08/23 |
6/26/23 |
49 |
|
- cash - |
| |
6/26/23 |
10/02/23 |
98 |
 |
 |
 |
United Airlines |
100 |
137 |
|
385.769 |
303.732 |
|
-82.037 |
-21 |
41,845 |
-59 |
|
| 10/02/23 |
12/11/23 |
70 |
|
- cash - |
| |
12/11/23 |
8/12/24 |
245 |
 |
 |
 |
Intel |
100 |
130 |
|
319.483 |
140.990 |
|
-178.493 |
-56 |
18,641 |
-70 |
|
| accum | 10/01/07 |
8/12/24 | 5212 |
days out of 7382 invested (71%) |
86 |
18,641 |
4 |
|
Instrument Related Contribution
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| Avis Budget | long | 5/18/09 | 5/03/10 | 350 | 23.41 | 102.93 | | 79.53 | 339.73 | | | |
| | | 5/10/10 | 6/28/10 | 49 | 85.53 | 75.39 | | -10.13 | -11.85 | | | |
| | | 10/18/21 | 2/21/22 | 126 | 1,017.42 | 1,016.39 | | -1.03 | -0.10 | | | |
| | | 3/21/22 | 6/13/22 | 84 | 1,727.80 | 1,073.33 | | -654.47 | -37.88 | | | 140.56 |
| Delta Air Lines | | 9/16/13 | 3/09/15 | 539 | 141.69 | 279.09 | | 137.40 | 96.97 | | | 96.97 |
| Apple | | 7/06/20 | 9/06/21 | 427 | 655.46 | 996.08 | | 340.61 | 51.97 | | | 51.97 |
| Alaska Air Group | | 2/02/09 | 2/09/09 | 7 | 46.20 | 49.06 | | 2.86 | 6.18 | | | |
| | | 9/13/10 | 8/01/11 | 322 | 79.94 | 96.59 | | 16.65 | 20.82 | | | 28.29 |
| Visa | | 6/11/12 | 11/19/12 | 161 | 184.10 | 228.94 | | 44.84 | 24.36 | | | 24.36 |
| NiSource | | 3/14/16 | 11/07/16 | 238 | 148.13 | 157.55 | | 9.42 | 6.36 | | | 6.36 |
| Kansas City Southern | | 10/17/11 | 10/24/11 | 7 | 361.56 | 392.36 | | 30.79 | 8.52 | | | |
| | | 11/28/11 | 6/04/12 | 189 | 422.08 | 396.99 | | -25.10 | -5.95 | | | 2.07 |
| Coca-Cola | | 11/19/07 | 1/14/08 | 56 | 231.23 | 233.49 | | 2.26 | 0.98 | | | 0.98 |
| Exelon | | 11/26/12 | 9/02/13 | 280 | 183.91 | 184.18 | | 0.27 | 0.15 | | | 0.15 |
| American Water | | 9/02/19 | 3/02/20 | 182 | 912.71 | 910.28 | | -2.43 | -0.27 | | | -0.27 |
| PG & E | | 10/31/22 | 12/12/22 | 42 | 108.97 | 111.66 | | 2.69 | 2.47 | | | |
| | | 12/26/22 | 3/13/23 | 77 | 111.75 | 107.90 | | -3.86 | -3.45 | | | -1.07 |
| AES | | 2/11/19 | 8/05/19 | 175 | 114.48 | 114.97 | | 0.50 | 0.43 | | | |
| | | 9/12/22 | 9/19/22 | 7 | 190.90 | 186.23 | | -4.67 | -2.44 | | | -2.02 |
| CSX | | 4/28/08 | 7/21/08 | 84 | 48.35 | 46.90 | | -1.45 | -3.00 | | | -3.00 |
| Boeing | | 4/17/23 | 5/08/23 | 21 | 1,408.49 | 1,363.56 | | -44.93 | -3.19 | | | -3.19 |
| Chevron | | 10/01/07 | 11/05/07 | 35 | 708.89 | 659.67 | | -49.22 | -6.94 | | | -6.94 |
| Nike | | 12/21/15 | 1/11/16 | 21 | 420.60 | 391.09 | | -29.50 | -7.01 | | | -7.01 |
| United Airlines | | 11/21/16 | 4/02/18 | 497 | 475.48 | 419.39 | | -56.09 | -11.80 | | | |
| | | 6/26/23 | 10/02/23 | 98 | 385.77 | 303.73 | | -82.04 | -21.27 | | | -30.55 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| JetBlue Airways | | 3/16/15 | 4/06/15 | 21 | 117.17 | 114.42 | | -2.75 | -2.35 | | | |
| | | 4/13/15 | 4/20/15 | 7 | 123.44 | 121.33 | | -2.11 | -1.71 | | | |
| | | 5/04/15 | 5/25/15 | 21 | 134.01 | 126.82 | | -7.18 | -5.36 | | | |
| | | 6/01/15 | 6/08/15 | 7 | 128.46 | 117.99 | | -10.46 | -8.14 | | | |
| | | 8/17/15 | 8/24/15 | 7 | 156.04 | 135.89 | | -20.15 | -12.91 | | | |
| | | 10/12/15 | 11/30/15 | 49 | 169.84 | 158.31 | | -11.52 | -6.78 | | | -32.26 |
| Intel | | 6/04/18 | 12/17/18 | 196 | 363.99 | 324.59 | | -39.40 | -10.82 | | | |
| | | 12/11/23 | 8/12/24 | 245 | 319.48 | 140.99 | | -178.49 | -55.87 | | | -60.65 |
Annotations
| 3/14/24 | DJCA | | | Component update: Uber Technologies replaces JetBlue Airways |
| 2/26/24 | Walmart | | | stock split 1:3 (three for one) |
| 8/22/23 | Sempra | | | stock split 1:2 (two for one) |
| 6/29/21 | CSX | | | stock split 1:3 (three for one) |
| 12/24/15 | Nike | | | stock split 1:2 (two for one) |
| 10/15/15 | DJCA | | | American Airlines replaces Con-Way |
| 3/19/15 | Visa | | | forward stock split 1:4 (four for one) |
| 3/18/15 | DJIA | | | Apple replaces AT&T |
|
|