Assessment - Dow Jones Industrial Avgerage in Swiss Franc - 7/01/24 - RS = mixed
⇐
⇓ freshest
Δday
7/01/24
⇓ 1/01/24
prc diff
⇓
⇓
DJIA
35,564.107
8/12/24
-0.36
35,394.676
0.48
31,571.258
3,823.418
12.11
9.37
S
UnitedHealth
510.812
8/12/24
1.17
446.980
14.28
441.007
5.973
1.35
-0.23
L
Walmart
62.079
8/12/24
1.10
60.977
1.81
44.019
16.957
38.52
23.30
L
Apple
196.566
8/12/24
0.71
195.861
0.36
161.276
34.585
21.44
20.39
S
McDonald´s
243.492
8/12/24
0.58
225.898
7.79
248.377
-22.479
-9.05
-8.59
Nike
67.447
8/12/24
0.40
69.426
-2.85
90.946
-21.520
-23.66
-22.79
JP Morgan Chase
186.319
8/12/24
0.19
185.650
0.36
142.487
43.163
30.29
26.65
Microsoft
367.605
8/12/24
0.19
412.714
-10.93
314.996
97.718
31.02
25.25
Visa
234.844
8/12/24
0.05
237.871
-1.27
218.087
19.785
9.07
4.41
Chevron
131.044
8/12/24
0.02
141.436
-7.35
124.946
16.489
13.20
2.58
Walt Disney
77.667
8/12/24
-0.30
88.592
-12.33
75.633
12.959
17.13
5.24
American Express
214.205
8/12/24
-0.34
211.277
1.39
156.929
54.349
34.63
29.31
S
Johnson & Johnson
144.472
8/12/24
-0.46
132.327
9.18
131.296
1.031
0.79
-4.79
S
salesforce.com
227.091
8/12/24
-0.48
231.519
-1.91
220.424
11.095
5.03
6.95
Verizon
36.624
8/12/24
-0.54
37.717
-2.90
31.580
6.137
19.43
15.08
L
3M
111.472
8/12/24
-0.65
90.914
22.61
91.574
-0.660
-0.72
4.12
Caterpillar
303.646
8/12/24
-0.66
297.366
2.11
247.673
49.693
20.06
15.10
L
Honeywell
177.825
8/12/24
-0.73
190.620
-6.71
175.667
14.953
8.51
9.36
L
Coca-Cola
61.600
8/12/24
-0.74
57.182
7.73
49.364
7.818
15.84
8.35
L
Amgen
289.161
8/12/24
-0.77
281.037
2.89
241.265
39.773
16.49
16.06
Home Depot
312.484
8/12/24
-0.81
303.791
2.86
290.294
13.497
4.65
3.43
Dow
47.187
8/12/24
-0.84
47.558
-0.78
45.938
1.620
3.53
-0.95
Merck (MSD)
102.544
8/12/24
-0.93
115.574
-11.27
91.322
24.252
26.56
13.76
L
Goldman Sachs
438.712
8/12/24
-0.97
418.976
4.71
323.147
95.830
29.66
29.55
IBM
171.220
8/12/24
-1.03
158.225
8.21
137.000
21.225
15.49
12.11
⇓ freshest
Δday
7/01/24
⇓ 1/01/24
prc diff
⇓
⇓
Travelers Companies
189.518
8/12/24
-1.29
183.409
3.33
159.567
23.842
14.94
9.82
S
Cisco Systems
40.537
8/12/24
-1.34
42.940
-5.60
42.319
0.621
1.47
-4.22
S
Intel
17.494
8/12/24
-1.78
27.868
-37.22
42.093
-14.225
-33.79
-16.59
L
Procter & Gamble
150.734
8/12/24
-2.19
147.038
2.51
122.752
24.287
19.79
7.34
Boeing
148.313
8/12/24
-2.25
168.707
-12.09
218.346
-49.639
-22.73
-6.38
S
Walgreens Boots
9.217
8/12/24
-4.49
10.464
-11.92
21.871
-11.407
-52.16
-45.76
DJIA - 30 out of 30 instruments rated - 7/01/24 / 1/01/24 - 24 did rise, Market-Ratio(26) in CHF = 80.00 % Stock Exchange Currency: USD $ Dollar
Drawing of market charts for mixed techniques is really a worry to me.
Transactions Dow Jones Industrial Avgerage in Swiss Franc * Mixed Straddles L12 - 37/26 (1) - S19 - 20/77 (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 7/31/06 210 - cash -
long
7/31/06
3/05/07
217
Merck (MSD)
100
201
49.641
53.861
4.220
9
10,848
15
3/05/07 3/12/07 7 - cash -
3/12/07
1/21/08
315
Apple
100
2,737
3.962
6.106
2.144
54
16,717
65
1/21/08 2/04/08 14 - cash -
short
2/04/08
6/29/09
511
American Express
100
321
51.923
26.001
103.688
51.765
100
33,334
64
long
4/07/08
6/30/08
84
Apple
100
5,952
5.600
6.091
0.491
9
36,253
44
9/22/08
10/06/08
14
Walmart
100
1,670
21.700
21.800
0.099
0
36,419
13
1/19/09
1/26/09
7
McDonald´s
100
570
63.837
67.361
3.525
6
38,428
1,548
2/09/09
2/16/09
7
UnitedHealth
100
1,120
34.281
32.988
-1.292
-4
36,980
-87
4/06/09
2/08/10
308
Goldman Sachs
100
280
131.925
162.010
30.085
23
45,404
28
2/08/10 2/15/10 7 - cash -
2/15/10
5/31/10
105
American Express
100
1,065
42.623
45.431
2.808
7
48,395
25
5/31/10 8/02/10 63 - cash -
8/02/10
8/08/11
371
Apple
100
4,971
9.734
9.656
-0.078
-1
48,007
-1
short
8/23/10
10/04/10
42
Microsoft
100
1,911
25.109
23.282
27.079
1.970
8
51,772
93
8/08/11 8/22/11 14 - cash -
8/22/11
12/19/11
119
Goldman Sachs
100
618
83.669
82.112
85.256
1.587
2
52,752
6
long
10/24/11
8/24/15
1400
Visa
100
2,537
20.790
63.638
42.848
206
161,457
34
short
8/24/15
5/30/16
280
Chevron
100
2,404
67.138
101.183
33.094
-34.045
-51
79,614
-60
long
10/19/15
1/18/16
91
Nike
100
1,250
63.671
57.867
-5.805
-9
72,358
-32
3/07/16
4/02/18
756
McDonald´s
100
620
116.629
150.558
33.929
29
93,394
13
4/02/18 4/30/18 28 - cash -
4/30/18
12/17/18
231
Boeing
100
282
330.518
313.643
-16.874
-5
88,635
-8
12/17/18 12/24/18 7 - cash -
short
12/24/18
4/22/19
119
Goldman Sachs
100
573
154.567
207.717
101.417
-53.150
-34
58,180
-73
long
1/21/19
1/28/19
7
Merck (MSD)
100
769
75.651
72.249
-3.402
-4
55,563
-91
2/04/19
3/09/20
399
Procter & Gamble
100
567
97.825
107.383
9.558
10
60,983
9
short
3/09/20
7/20/20
133
Exxon Mobil
100
1,574
38.730
39.916
37.545
-1.186
-3
59,116
-8
long
6/01/20
6/13/22
742
Apple
100
764
77.303
131.279
53.976
70
100,353
30
6/13/22 6/20/22 7 - cash -
short
6/20/22
1/16/23
210
Walt Disney
100
1,100
91.209
92.010
90.409
-0.800
-1
99,473
-2
long
8/01/22
9/26/22
56
Chevron
100
652
152.369
140.220
-12.149
-8
91,552
-42
10/31/22
10/16/23
350
Chevron
100
505
181.029
148.933
-32.096
-18
75,343
-18
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
10/16/23 10/30/23 14 - cash -
short
10/30/23
1/08/24
70
Walgreens Boots
100
3,958
19.035
21.705
16.365
-2.670
-14
64,775
-55
long
11/13/23
8/12/24
273
Microsoft
100
195
330.611
367.605
36.994
11
71,989
15
accum 7/31/06
8/12/24 6965
days out of 7336 invested (95%)
620
71,989
11
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total Visa long 10/24/11 8/24/15 1400 20.79 63.64 42.85 206.10 206.10 Apple long 3/12/07 1/21/08 315 3.96 6.11 2.14 54.12 long 4/07/08 6/30/08 84 5.60 6.09 0.49 8.76 long 8/02/10 8/08/11 371 9.73 9.66 -0.08 -0.80 long 6/01/20 6/13/22 742 77.30 131.28 53.98 69.82 182.37 American Express short 2/04/08 6/29/09 511 51.92 26.00 103.69 51.77 99.70 long 2/15/10 5/31/10 105 42.62 45.43 2.81 6.59 112.85 McDonald´s long 1/19/09 1/26/09 7 63.84 67.36 3.52 5.52 long 3/07/16 4/02/18 756 116.63 150.56 33.93 29.09 36.22 Microsoft short 8/23/10 10/04/10 42 25.11 23.28 27.08 1.97 7.85 long 11/13/23 8/12/24 273 330.61 367.61 36.99 11.19 19.91 Procter & Gamble long 2/04/19 3/09/20 399 97.83 107.38 9.56 9.77 9.77 Merck (MSD) long 7/31/06 3/05/07 217 49.64 53.86 4.22 8.50 long 1/21/19 1/28/19 7 75.65 72.25 -3.40 -4.50 3.62 Walmart long 9/22/08 10/06/08 14 21.70 21.80 0.10 0.46 0.46 Walt Disney short 6/20/22 1/16/23 210 91.21 92.01 90.41 -0.80 -0.88 -0.88 Exxon Mobil short 3/09/20 7/20/20 133 38.73 39.92 37.54 -1.19 -3.06 -3.06 UnitedHealth long 2/09/09 2/16/09 7 34.28 32.99 -1.29 -3.77 -3.77 Boeing long 4/30/18 12/17/18 231 330.52 313.64 -16.87 -5.11 -5.11 Nike long 10/19/15 1/18/16 91 63.67 57.87 -5.80 -9.12 -9.12 Walgreens Boots short 10/30/23 1/08/24 70 19.04 21.71 16.37 -2.67 -14.03 -14.03 Goldman Sachs long 4/06/09 2/08/10 308 131.93 162.01 30.09 22.80 short 8/22/11 12/19/11 119 83.67 82.11 85.26 1.59 1.90 short 12/24/18 4/22/19 119 154.57 207.72 101.42 -53.15 -34.39 -17.90 Chevron short 8/24/15 5/30/16 280 67.14 101.18 33.09 -34.04 -50.71 long 8/01/22 9/26/22 56 152.37 140.22 -12.15 -7.97 long 10/31/22 10/16/23 350 181.03 148.93 -32.10 -17.73 -62.68
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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