Tue, Dec 16th, 2025, 7:36UTC
Assessment - Dow Jones Industrial Avgerage in Pound sterling - 7/01/24 - RS = 9
⇐
⇓ instrument
freshest
Δday
7/01/24
⇓ Δwk
4/29/24
prc diff
⇓ Δ9
⇓ ∅-RS
DJIA
31,132.397
8/12/24
-0.36
30,984.080
0.48
30,544.240
439.839
1.44
6.94
S
UnitedHealth
447.159
8/12/24
1.17
391.281
14.28
389.127
2.154
0.55
-2.37
L
Walmart
54.343
8/12/24
1.10
53.378
1.81
47.934
5.445
11.36
20.49
L
Apple
172.072
8/12/24
0.71
171.455
0.36
138.056
33.399
24.19
17.76
S
McDonald´s
213.150
8/12/24
0.58
197.749
7.79
217.667
-19.918
-9.15
-10.58
Nike
59.042
8/12/24
0.40
60.775
-2.85
74.845
-14.070
-18.80
-24.43
JP Morgan Chase
163.102
8/12/24
0.19
162.516
0.36
153.795
8.721
5.67
23.75
Microsoft
321.797
8/12/24
0.19
361.285
-10.93
320.075
41.210
12.88
22.44
Visa
205.580
8/12/24
0.05
208.230
-1.27
216.306
-8.076
-3.73
2.09
Chevron
114.715
8/12/24
0.02
123.811
-7.35
132.351
-8.539
-6.45
0.30
Walt Disney
67.989
8/12/24
-0.30
77.552
-12.33
89.183
-11.631
-13.04
2.83
American Express
187.513
8/12/24
-0.34
184.950
1.39
190.111
-5.162
-2.72
26.28
S
Johnson & Johnson
126.469
8/12/24
-0.46
115.838
9.18
116.826
-0.988
-0.85
-6.86
S
salesforce.com
198.793
8/12/24
-0.48
202.669
-1.91
219.409
-16.741
-7.63
4.56
Verizon
32.060
8/12/24
-0.54
33.017
-2.90
31.900
1.117
3.50
12.51
L
3M
97.581
8/12/24
-0.65
79.585
22.61
73.333
6.252
8.53
1.84
Caterpillar
265.808
8/12/24
-0.66
260.311
2.11
278.340
-18.029
-6.48
12.45
L
Honeywell
155.666
8/12/24
-0.73
166.867
-6.71
154.185
12.682
8.23
6.94
L
Coca-Cola
53.924
8/12/24
-0.74
50.056
7.73
49.366
0.690
1.40
5.94
L
Amgen
253.128
8/12/24
-0.77
246.017
2.89
219.919
26.098
11.87
13.54
Home Depot
273.545
8/12/24
-0.81
265.935
2.86
267.995
-2.061
-0.77
1.14
Dow
41.307
8/12/24
-0.84
41.632
-0.78
45.992
-4.360
-9.48
-3.17
Merck (MSD)
89.766
8/12/24
-0.93
101.172
-11.27
103.538
-2.366
-2.28
11.17
L
Goldman Sachs
384.043
8/12/24
-0.97
366.767
4.71
342.800
23.967
6.99
26.59
IBM
149.884
8/12/24
-1.03
138.509
8.21
133.226
5.283
3.97
9.62
⇓ instrument
freshest
Δday
7/01/24
⇓ Δwk
4/29/24
prc diff
⇓ Δ9
⇓ ∅-RS
Travelers Companies
165.902
8/12/24
-1.29
160.554
3.33
169.407
-8.852
-5.23
7.33
S
Cisco Systems
35.485
8/12/24
-1.34
37.590
-5.60
38.019
-0.430
-1.13
-6.29
S
Intel
15.314
8/12/24
-1.78
24.395
-37.22
24.953
-0.558
-2.24
-18.28
L
Procter & Gamble
131.951
8/12/24
-2.19
128.716
2.51
128.635
0.081
0.06
4.93
Boeing
129.831
8/12/24
-2.25
147.684
-12.09
138.048
9.637
6.98
-8.33
S
Walgreens Boots
8.068
8/12/24
-4.49
9.160
-11.92
14.339
-5.179
-36.12
-46.87
DJIA - 30 out of 30 instruments rated - 7/01/24 / 4/29/24 - 14 did rise, Market-Ratio(9) in GBP = 46.67 %
Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage in Pound sterling * S9 - 56 ex 7 (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
1/23/06
21
- cash -
short
1/23/06
2/20/06
28
Intel
100
829
12.060
11.852
12.271
0.212
2
10,175
25
2/20/06
3/13/06
21
- cash -
3/13/06
3/20/06
7
Intel
100
890
11.430
11.176
11.690
0.260
2
10,407
223
3/20/06
4/17/06
28
- cash -
4/17/06
5/08/06
21
Intel
100
949
10.956
10.815
11.099
0.143
1
10,542
25
5/08/06
5/15/06
7
- cash -
5/15/06
7/31/06
77
Intel
100
1,033
10.199
9.658
10.770
0.571
6
11,132
29
7/31/06
3/05/07
217
- cash -
3/05/07
4/16/07
42
Amgen
100
348
31.919
30.037
33.918
2.000
6
11,828
70
4/16/07
7/09/07
84
- cash -
7/09/07
7/16/07
7
Amgen
100
435
27.131
27.543
26.718
-0.413
-2
11,649
-55
7/16/07
7/30/07
14
- cash -
7/30/07
10/01/07
63
Amgen
100
419
27.763
27.559
27.970
0.206
1
11,735
4
10/01/07
11/19/07
49
- cash -
11/19/07
12/24/07
35
Home Depot
100
855
13.719
13.616
13.823
0.104
1
11,824
8
12/24/07
12/31/07
7
- cash -
12/31/07
3/24/08
84
Home Depot
100
876
13.492
14.761
12.223
-1.269
-9
10,713
-35
3/24/08
3/31/08
7
- cash -
3/31/08
4/07/08
7
UnitedHealth
100
621
17.227
18.397
16.057
-1.170
-7
9,986
-97
4/07/08
4/14/08
7
- cash -
4/14/08
4/21/08
7
UnitedHealth
100
541
18.442
18.925
17.960
-0.483
-3
9,725
-75
4/21/08
5/26/08
35
- cash -
5/26/08
6/02/08
7
UnitedHealth
100
549
17.690
17.148
18.249
0.559
3
10,032
407
6/02/08
6/09/08
7
- cash -
6/09/08
6/16/08
7
UnitedHealth
100
600
16.709
15.507
18.004
1.295
8
10,809
4,802
6/16/08
6/23/08
7
- cash -
6/23/08
9/01/08
70
UnitedHealth
100
809
13.355
16.082
10.628
-2.727
-20
8,603
-70
9/01/08
9/15/08
14
- cash -
9/15/08
10/06/08
21
Goldman Sachs
100
113
75.515
70.012
81.450
5.936
8
9,273
273
10/06/08
10/20/08
14
UnitedHealth
100
737
12.568
14.758
10.379
-2.190
-17
7,660
-99
10/20/08
12/29/08
70
salesforce.com
100
1,664
4.602
5.308
3.896
-0.706
-15
6,484
-58
12/29/08
1/05/09
7
- cash -
1/05/09
3/23/09
77
American Express
100
472
13.718
10.066
18.694
4.976
36
8,833
334
3/23/09
3/30/09
7
- cash -
3/30/09
4/06/09
7
American Express
100
986
8.950
10.216
7.684
-1.266
-14
7,585
-100
4/06/09
7/06/09
91
- cash -
7/06/09
7/20/09
14
Caterpillar
100
390
19.409
22.436
16.382
-3.027
-16
6,404
-99
7/20/09
1/25/10
189
- cash -
1/25/10
3/22/10
56
Verizon
100
336
19.045
20.415
17.676
-1.370
-7
5,944
-39
3/22/10
5/10/10
49
- cash -
5/10/10
7/26/10
77
Goldman Sachs
100
61
97.133
96.098
98.178
1.046
1
6,007
5
7/26/10
8/16/10
21
- cash -
8/16/10
9/06/10
21
Walgreens Boots
100
332
18.079
18.440
17.718
-0.361
-2
5,888
-30
9/06/10
3/21/11
196
- cash -
3/21/11
4/04/11
14
Cisco Systems
100
549
10.708
10.586
10.832
0.124
1
5,956
35
4/04/11
4/11/11
7
- cash -
4/11/11
4/25/11
14
Cisco Systems
100
558
10.671
10.357
10.995
0.324
3
6,136
118
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
4/25/11
6/06/11
42
- cash -
6/06/11
9/19/11
105
Cisco Systems
100
630
9.736
10.460
9.012
-0.724
-7
5,680
-24
9/19/11
10/10/11
21
Goldman Sachs
100
85
66.400
61.810
71.331
4.931
7
6,099
247
10/10/11
10/17/11
7
- cash -
10/17/11
10/24/11
7
Goldman Sachs
100
99
61.247
65.192
57.301
-3.946
-6
5,709
-97
10/24/11
11/21/11
28
- cash -
11/21/11
11/28/11
7
Goldman Sachs
100
98
57.775
58.534
57.015
-0.760
-1
5,634
-50
11/28/11
4/09/12
133
- cash -
4/09/12
4/23/12
14
Walgreens Boots
100
274
20.512
21.966
19.057
-1.455
-7
5,236
-85
4/23/12
5/14/12
21
- cash -
5/14/12
7/23/12
70
Goldman Sachs
100
84
62.080
59.641
64.619
2.539
4
5,449
23
7/23/12
10/29/12
98
- cash -
10/29/12
1/07/13
70
Intel
100
405
13.435
13.221
13.651
0.217
2
5,537
9
1/07/13
6/24/13
168
- cash -
6/24/13
7/15/13
21
Apple
100
593
9.322
10.105
8.540
-0.782
-8
5,073
-78
7/15/13
8/19/13
35
- cash -
8/19/13
8/26/13
7
IBM
100
43
117.694
118.596
116.793
-0.901
-1
5,034
-33
8/26/13
9/02/13
7
- cash -
9/02/13
10/21/13
49
IBM
100
42
117.173
107.057
128.245
11.072
9
5,499
96
10/21/13
1/27/14
98
- cash -
1/27/14
2/17/14
21
IBM
100
51
107.344
109.744
104.944
-2.400
-2
5,377
-32
2/17/14
2/24/14
7
- cash -
2/24/14
3/31/14
35
Verizon
100
193
27.751
28.546
26.957
-0.795
-3
5,223
-26
3/31/14
8/04/14
126
- cash -
8/04/14
8/18/14
14
Boeing
100
73
71.129
74.724
67.534
-3.595
-5
4,961
-74
8/18/14
9/08/14
21
- cash -
9/08/14
9/22/14
14
McDonald´s
100
86
57.458
57.417
57.500
0.042
0
4,965
2
9/22/14
10/13/14
21
- cash -
10/13/14
11/03/14
21
Chevron
100
71
69.704
73.088
66.321
-3.384
-5
4,724
-58
11/03/14
1/05/15
63
- cash -
1/05/15
1/12/15
7
Caterpillar
100
82
57.067
57.285
56.849
-0.218
0
4,706
-18
1/12/15
1/19/15
7
- cash -
1/19/15
2/16/15
28
Caterpillar
100
84
55.516
55.426
55.607
0.091
0
4,714
2
2/16/15
2/23/15
7
- cash -
2/23/15
3/02/15
7
Caterpillar
100
87
54.020
54.020
54.021
0.001
0
4,714
0
3/02/15
4/20/15
49
- cash -
4/20/15
5/18/15
28
American Express
100
91
51.790
51.221
52.364
0.575
1
4,766
15
5/18/15
6/01/15
14
- cash -
6/01/15
6/22/15
21
Chevron
100
70
67.521
63.378
71.935
4.414
7
5,075
201
6/22/15
6/29/15
7
- cash -
6/29/15
8/10/15
42
Chevron
100
82
61.446
55.080
68.548
7.102
12
5,658
159
8/10/15
8/24/15
14
- cash -
8/24/15
10/26/15
63
Chevron
100
123
45.713
57.841
33.585
-12.128
-27
4,166
-83
10/26/15
12/21/15
56
- cash -
12/21/15
2/08/16
49
Caterpillar
100
95
43.834
44.740
42.928
-0.906
-2
4,080
-14
2/08/16
3/14/16
35
American Express
100
112
36.302
41.654
30.950
-5.352
-15
3,480
-81
3/14/16
5/23/16
70
- cash -
5/23/16
5/30/16
7
Apple
100
209
16.649
17.136
16.162
-0.487
-3
3,379
-79
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
5/30/16
6/20/16
21
- cash -
6/20/16
7/04/16
14
Goldman Sachs
100
33
100.637
111.563
89.711
-10.926
-11
3,018
-95
7/04/16
9/12/16
70
- cash -
9/12/16
11/28/16
77
Walt Disney
100
42
70.209
78.139
62.279
-7.930
-11
2,685
-43
11/28/16
12/12/16
14
Nike
100
65
41.042
40.660
41.428
0.386
1
2,710
28
12/12/16
4/24/17
133
- cash -
4/24/17
5/08/17
14
Verizon
100
73
36.779
36.028
37.546
0.767
2
2,766
71
5/08/17
5/15/17
7
- cash -
5/15/17
5/29/17
14
Verizon
100
78
35.183
35.362
35.003
-0.180
-1
2,752
-12
5/29/17
2/05/18
252
- cash -
2/05/18
2/26/18
21
Walgreens Boots
100
54
50.333
50.568
50.098
-0.235
0
2,739
-8
2/26/18
3/05/18
7
- cash -
3/05/18
4/23/18
49
Merck (MSD)
100
69
39.295
43.264
35.326
-3.969
-10
2,465
-55
4/23/18
5/21/18
28
Procter & Gamble
100
47
52.419
55.144
49.694
-2.725
-5
2,337
-50
5/21/18
6/25/18
35
- cash -
6/25/18
7/02/18
7
3M
100
15
147.379
148.571
146.187
-1.192
-1
2,319
-35
7/02/18
10/15/18
105
- cash -
10/15/18
2/11/19
119
Goldman Sachs
100
14
163.422
153.678
173.784
10.362
6
2,465
21
2/11/19
5/13/19
91
- cash -
5/13/19
5/20/19
7
Walgreens Boots
100
61
40.199
41.033
39.364
-0.834
-2
2,414
-67
5/20/19
5/27/19
7
- cash -
5/27/19
6/24/19
28
Walgreens Boots
100
59
40.810
40.760
40.860
0.050
0
2,417
2
6/24/19
8/12/19
49
- cash -
8/12/19
9/09/19
28
Walgreens Boots
100
56
42.694
45.001
40.386
-2.308
-5
2,287
-52
9/09/19
9/16/19
7
- cash -
9/16/19
10/07/19
21
Walgreens Boots
100
51
44.524
42.799
46.320
1.795
4
2,379
99
10/07/19
10/21/19
14
- cash -
10/21/19
10/28/19
7
Walgreens Boots
100
56
42.037
43.396
40.677
-1.360
-3
2,303
-82
10/28/19
2/24/20
119
- cash -
2/24/20
3/09/20
14
3M
100
19
118.074
109.764
127.013
8.939
8
2,473
570
3/09/20
5/11/20
63
Boeing
100
14
173.089
104.395
286.984
113.895
66
4,067
1,772
5/11/20
8/10/20
91
- cash -
8/10/20
8/17/20
7
Boeing
100
29
137.080
131.244
143.174
6.095
4
4,244
866
8/17/20
9/21/20
35
- cash -
9/21/20
9/28/20
7
Boeing
100
34
122.222
129.156
115.287
-6.935
-6
4,008
-95
9/28/20
10/26/20
28
- cash -
10/26/20
11/09/20
14
Chevron
100
73
54.441
60.382
48.500
-5.941
-11
3,574
-95
11/09/20
2/01/21
84
- cash -
2/01/21
2/08/21
7
Verizon
100
90
39.674
40.050
39.298
-0.376
-1
3,541
-39
2/08/21
6/21/21
133
- cash -
6/21/21
7/05/21
14
Merck (MSD)
100
64
55.095
56.689
53.500
-1.595
-3
3,439
-54
7/05/21
7/12/21
7
- cash -
7/12/21
7/26/21
14
Verizon
100
85
40.433
40.325
40.542
0.108
0
3,448
7
7/26/21
8/09/21
14
- cash -
8/09/21
8/16/21
7
Amgen
100
20
164.503
167.211
161.794
-2.709
-2
3,394
-58
8/16/21
9/13/21
28
- cash -
9/13/21
11/15/21
63
Amgen
100
21
156.523
154.348
158.729
2.206
1
3,440
8
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
11/15/21
11/29/21
14
- cash -
11/29/21
12/06/21
7
Walt Disney
100
30
111.178
113.336
109.019
-2.159
-2
3,375
-64
12/06/21
12/13/21
7
- cash -
12/13/21
12/27/21
14
Walt Disney
100
29
113.827
113.647
114.007
0.180
0
3,380
4
12/27/21
1/03/22
7
- cash -
1/03/22
1/17/22
14
Walt Disney
100
29
116.254
111.255
121.477
5.223
4
3,532
214
1/17/22
1/24/22
7
- cash -
1/24/22
1/31/22
7
Walt Disney
100
34
102.106
106.379
97.832
-4.274
-4
3,387
-89
1/31/22
2/14/22
14
- cash -
2/14/22
4/04/22
49
salesforce.com
100
22
152.481
166.957
138.004
-14.477
-9
3,068
-52
4/04/22
5/09/22
35
3M
100
26
114.074
123.343
104.805
-9.269
-8
2,827
-59
5/09/22
7/25/22
77
Boeing
100
26
107.907
129.937
85.877
-22.030
-20
2,254
-66
7/25/22
8/15/22
21
Walt Disney
100
26
85.184
102.799
67.570
-17.614
-21
1,796
-98
8/15/22
8/29/22
14
- cash -
8/29/22
9/12/22
14
Intel
100
63
28.095
26.942
29.298
1.202
4
1,872
198
9/12/22
9/19/22
7
- cash -
9/19/22
11/07/22
49
Intel
100
72
25.777
24.653
26.953
1.176
5
1,957
39
11/07/22
1/23/23
77
- cash -
1/23/23
2/20/23
28
Intel
100
79
24.463
22.928
26.101
1.638
7
2,086
133
2/20/23
2/27/23
7
- cash -
2/27/23
4/03/23
35
Intel
100
101
20.638
26.507
14.770
-5.868
-28
1,493
-97
4/03/23
5/01/23
28
3M
100
17
84.275
84.613
83.937
-0.338
0
1,488
-5
5/01/23
5/08/23
7
- cash -
5/08/23
5/15/23
7
3M
100
18
81.041
80.166
81.925
0.885
1
1,504
76
5/15/23
5/29/23
14
- cash -
5/29/23
7/17/23
49
3M
100
19
78.406
77.758
79.058
0.652
1
1,516
6
7/17/23
8/21/23
35
- cash -
8/21/23
8/28/23
7
Walgreens Boots
100
73
20.719
19.977
21.488
0.769
4
1,572
569
8/28/23
9/04/23
7
- cash -
9/04/23
9/11/23
7
Walgreens Boots
100
84
18.547
17.110
20.104
1.557
8
1,703
6,599
9/11/23
9/18/23
7
- cash -
9/18/23
11/27/23
70
Walgreens Boots
100
95
17.896
15.950
20.079
2.183
12
1,910
82
11/27/23
4/15/24
140
- cash -
4/15/24
5/20/24
35
Walgreens Boots
100
134
14.172
14.009
14.337
0.165
1
1,932
13
5/20/24
5/27/24
7
- cash -
5/27/24
8/12/24
77
Walgreens Boots
100
153
12.550
8.068
19.519
6.970
56
2,999
712
accum 1/23/06
8/12/24 3389
days out of 7288 invested (47%)
-70
2,999
-12
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Walgreens Boots short 8/16/10 9/06/10 21 18.08 18.44 17.72 -0.36 -2.00
4/09/12 4/23/12 14 20.51 21.97 19.06 -1.45 -7.09
2/05/18 2/26/18 21 50.33 50.57 50.10 -0.24 -0.47
5/13/19 5/20/19 7 40.20 41.03 39.36 -0.83 -2.08
5/27/19 6/24/19 28 40.81 40.76 40.86 0.05 0.12
8/12/19 9/09/19 28 42.69 45.00 40.39 -2.31 -5.40
9/16/19 10/07/19 21 44.52 42.80 46.32 1.80 4.03
10/21/19 10/28/19 7 42.04 43.40 40.68 -1.36 -3.23
8/21/23 8/28/23 7 20.72 19.98 21.49 0.77 3.71
9/04/23 9/11/23 7 18.55 17.11 20.10 1.56 8.40
9/18/23 11/27/23 70 17.90 15.95 20.08 2.18 12.20
4/15/24 5/20/24 35 14.17 14.01 14.34 0.16 1.16
5/27/24 8/12/24 77 12.55 8.07 19.52 6.97 55.54 67.93
Boeing 8/04/14 8/18/14 14 71.13 74.72 67.53 -3.60 -5.05
3/09/20 5/11/20 63 173.09 104.40 286.98 113.90 65.80
8/10/20 8/17/20 7 137.08 131.24 143.17 6.09 4.45
9/21/20 9/28/20 7 122.22 129.16 115.29 -6.93 -5.67
5/09/22 7/25/22 77 107.91 129.94 85.88 -22.03 -20.42 23.43
Goldman Sachs 9/15/08 10/06/08 21 75.51 70.01 81.45 5.94 7.86
5/10/10 7/26/10 77 97.13 96.10 98.18 1.05 1.08
9/19/11 10/10/11 21 66.40 61.81 71.33 4.93 7.43
10/17/11 10/24/11 7 61.25 65.19 57.30 -3.95 -6.44
11/21/11 11/28/11 7 57.77 58.53 57.02 -0.76 -1.31
5/14/12 7/23/12 70 62.08 59.64 64.62 2.54 4.09
6/20/16 7/04/16 14 100.64 111.56 89.71 -10.93 -10.86
10/15/18 2/11/19 119 163.42 153.68 173.78 10.36 6.34 6.70
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
IBM 8/19/13 8/26/13 7 117.69 118.60 116.79 -0.90 -0.77
9/02/13 10/21/13 49 117.17 107.06 128.24 11.07 9.45
1/27/14 2/17/14 21 107.34 109.74 104.94 -2.40 -2.24 6.18
Amgen 3/05/07 4/16/07 42 31.92 30.04 33.92 2.00 6.27
7/09/07 7/16/07 7 27.13 27.54 26.72 -0.41 -1.52
7/30/07 10/01/07 63 27.76 27.56 27.97 0.21 0.74
8/09/21 8/16/21 7 164.50 167.21 161.79 -2.71 -1.65
9/13/21 11/15/21 63 156.52 154.35 158.73 2.21 1.41 5.15
Nike 11/28/16 12/12/16 14 41.04 40.66 41.43 0.39 0.94 0.94
American Express 1/05/09 3/23/09 77 13.72 10.07 18.69 4.98 36.27
3/30/09 4/06/09 7 8.95 10.22 7.68 -1.27 -14.15
4/20/15 5/18/15 28 51.79 51.22 52.36 0.57 1.11
2/08/16 3/14/16 35 36.30 41.65 30.95 -5.35 -14.74 0.85
McDonald´s 9/08/14 9/22/14 14 57.46 57.42 57.50 0.04 0.07 0.07
3M 6/25/18 7/02/18 7 147.38 148.57 146.19 -1.19 -0.81
2/24/20 3/09/20 14 118.07 109.76 127.01 8.94 7.57
4/04/22 5/09/22 35 114.07 123.34 104.81 -9.27 -8.13
4/03/23 5/01/23 28 84.27 84.61 83.94 -0.34 -0.40
5/08/23 5/15/23 7 81.04 80.17 81.93 0.88 1.09
5/29/23 7/17/23 49 78.41 77.76 79.06 0.65 0.83 -0.48
Cisco Systems 3/21/11 4/04/11 14 10.71 10.59 10.83 0.12 1.16
4/11/11 4/25/11 14 10.67 10.36 10.99 0.32 3.03
6/06/11 9/19/11 105 9.74 10.46 9.01 -0.72 -7.44 -3.52
Procter & Gamble 4/23/18 5/21/18 28 52.42 55.14 49.69 -2.72 -5.20 -5.20
Intel 1/23/06 2/20/06 28 12.06 11.85 12.27 0.21 1.76
3/13/06 3/20/06 7 11.43 11.18 11.69 0.26 2.28
4/17/06 5/08/06 21 10.96 10.82 11.10 0.14 1.30
5/15/06 7/31/06 77 10.20 9.66 10.77 0.57 5.60
10/29/12 1/07/13 70 13.43 13.22 13.65 0.22 1.61
8/29/22 9/12/22 14 28.10 26.94 29.30 1.20 4.28
9/19/22 11/07/22 49 25.78 24.65 26.95 1.18 4.56
1/23/23 2/20/23 28 24.46 22.93 26.10 1.64 6.69
2/27/23 4/03/23 35 20.64 26.51 14.77 -5.87 -28.43 -5.82
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Home Depot 11/19/07 12/24/07 35 13.72 13.62 13.82 0.10 0.76
12/31/07 3/24/08 84 13.49 14.76 12.22 -1.27 -9.40 -8.72
Verizon 1/25/10 3/22/10 56 19.05 20.42 17.68 -1.37 -7.19
2/24/14 3/31/14 35 27.75 28.55 26.96 -0.79 -2.86
4/24/17 5/08/17 14 36.78 36.03 37.55 0.77 2.09
5/15/17 5/29/17 14 35.18 35.36 35.00 -0.18 -0.51
2/01/21 2/08/21 7 39.67 40.05 39.30 -0.38 -0.95
7/12/21 7/26/21 14 40.43 40.32 40.54 0.11 0.27 -9.06
Apple 6/24/13 7/15/13 21 9.32 10.10 8.54 -0.78 -8.39
5/23/16 5/30/16 7 16.65 17.14 16.16 -0.49 -2.93 -11.07
Merck (MSD) 3/05/18 4/23/18 49 39.29 43.26 35.33 -3.97 -10.10
6/21/21 7/05/21 14 55.09 56.69 53.50 -1.59 -2.89 -12.70
Caterpillar 7/06/09 7/20/09 14 19.41 22.44 16.38 -3.03 -15.60
1/05/15 1/12/15 7 57.07 57.29 56.85 -0.22 -0.38
1/19/15 2/16/15 28 55.52 55.43 55.61 0.09 0.16
2/23/15 3/02/15 7 54.02 54.02 54.02 0.00 0.00
12/21/15 2/08/16 49 43.83 44.74 42.93 -0.91 -2.07 -17.52
salesforce.com 10/20/08 12/29/08 70 4.60 5.31 3.90 -0.71 -15.35
2/14/22 4/04/22 49 152.48 166.96 138.00 -14.48 -9.49 -23.39
Chevron 10/13/14 11/03/14 21 69.70 73.09 66.32 -3.38 -4.85
6/01/15 6/22/15 21 67.52 63.38 71.93 4.41 6.54
6/29/15 8/10/15 42 61.45 55.08 68.55 7.10 11.56
8/24/15 10/26/15 63 45.71 57.84 33.59 -12.13 -26.53
10/26/20 11/09/20 14 54.44 60.38 48.50 -5.94 -10.91 -25.99
Walt Disney 9/12/16 11/28/16 77 70.21 78.14 62.28 -7.93 -11.29
11/29/21 12/06/21 7 111.18 113.34 109.02 -2.16 -1.94
12/13/21 12/27/21 14 113.83 113.65 114.01 0.18 0.16
1/03/22 1/17/22 14 116.25 111.26 121.48 5.22 4.49
1/24/22 1/31/22 7 102.11 106.38 97.83 -4.27 -4.19
7/25/22 8/15/22 21 85.18 102.80 67.57 -17.61 -20.68 -30.81
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
UnitedHealth 3/31/08 4/07/08 7 17.23 18.40 16.06 -1.17 -6.79
4/14/08 4/21/08 7 18.44 18.93 17.96 -0.48 -2.62
5/26/08 6/02/08 7 17.69 17.15 18.25 0.56 3.16
6/09/08 6/16/08 7 16.71 15.51 18.00 1.30 7.75
6/23/08 9/01/08 70 13.35 16.08 10.63 -2.73 -20.42
10/06/08 10/20/08 14 12.57 14.76 10.38 -2.19 -17.42 -33.70
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
write an annotation