| |
| |
Assessment - Dow Jones Composite Average - 5/16/22 - RS = 21
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
5/16/22 |
Δwk |
12/20/21 |
prc diff |
⇓ Δ21 |
|
⇓∅-RS |
| |  |
 |
 |
 |
S |
 |
DJCA |
10,464.200 |
Fri |
-1.62 |
11,024.700 |
-5.08 |
11,753.700 |
-729.000 |
-6.20 |
|
-5.29 |
| |  |
 |
 |
 |
S |
 |
JetBlue Airways |
10.190 |
Fri |
-0.59 |
9.450 |
7.83 |
13.650 |
-4.200 |
-30.77 |
|
-36.19 |
| |  |
 |
 |
 |
S |
 |
AES |
20.530 |
Fri |
-0.68 |
20.060 |
2.34 |
23.220 |
-3.160 |
-13.61 |
|
-15.52 |
| |  |
 |
 |
 |
S |
 |
NextEra Energy |
71.220 |
Fri |
1.08 |
70.120 |
1.57 |
89.940 |
-19.820 |
-22.04 |
|
-12.66 |
| |  |
 |
 |
 |
L |
 |
Amgen |
247.500 |
Fri |
1.12 |
243.870 |
1.49 |
219.990 |
23.880 |
10.86 |
|
7.15 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
42.370 |
Fri |
0.83 |
41.750 |
1.49 |
40.280 |
1.470 |
3.65 |
|
4.81 |
| |  |
 |
 |
 |
L |
 |
Merck (MSD) |
93.550 |
Fri |
1.59 |
92.320 |
1.33 |
76.410 |
15.910 |
20.82 |
|
17.38 |
| |  |
 |
 |
 |
L |
 |
Delta Air Lines |
38.640 |
Fri |
-1.53 |
38.170 |
1.23 |
36.370 |
1.800 |
4.95 |
|
-5.63 |
| |  |
 |
 |
 |
S |
 |
Goldman Sachs |
306.800 |
Fri |
-0.45 |
303.440 |
1.11 |
371.610 |
-68.170 |
-18.34 |
|
-17.88 |
| |  |
 |
 |
 |
S |
 |
Alaska Air Group |
46.100 |
Fri |
-1.41 |
45.600 |
1.10 |
49.340 |
-3.740 |
-7.58 |
|
-18.86 |
| |  |
 |
 |
 |
S |
 |
Verizon |
49.530 |
Fri |
0.88 |
49.040 |
1.00 |
53.090 |
-4.050 |
-7.63 |
|
-8.48 |
| |  |
 |
 |
 |
L |
 |
Consolidated Edison |
95.810 |
Fri |
1.04 |
95.040 |
0.81 |
84.040 |
11.000 |
13.09 |
|
17.89 |
| |  |
 |
 |
 |
S |
 |
Visa |
199.030 |
Fri |
0.84 |
197.810 |
0.62 |
208.740 |
-10.930 |
-5.24 |
|
-10.39 |
| |  |
 |
 |
 |
|
 |
Exelon |
47.150 |
Fri |
-0.42 |
46.870 |
0.60 |
53.400 |
-6.530 |
-12.23 |
|
-3.41 |
| |  |
 |
 |
 |
L |
 |
AEP |
99.700 |
Fri |
0.67 |
99.390 |
0.31 |
87.230 |
12.160 |
13.94 |
|
12.38 |
| |  |
 |
 |
 |
L |
 |
Dow |
68.110 |
Fri |
-0.95 |
67.980 |
0.19 |
53.510 |
14.470 |
27.04 |
|
11.56 |
| |  |
 |
 |
 |
L |
 |
United Airlines |
43.550 |
Fri |
-1.49 |
43.540 |
0.02 |
41.100 |
2.440 |
5.94 |
|
-6.15 |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
109.830 |
Fri |
0.81 |
110.030 |
-0.18 |
103.670 |
6.360 |
6.13 |
|
6.06 |
| |  |
 |
 |
 |
S |
 |
American Water |
145.570 |
Fri |
0.36 |
145.970 |
-0.27 |
182.620 |
-36.650 |
-20.07 |
|
-11.94 |
| |  |
 |
 |
 |
|
 |
PG & E |
11.740 |
Fri |
-3.29 |
11.790 |
-0.42 |
11.990 |
-0.200 |
-1.67 |
|
8.36 |
| |  |
 |
 |
 |
|
 |
NiSource |
30.280 |
Fri |
-0.10 |
30.430 |
-0.49 |
27.030 |
3.400 |
12.58 |
|
14.38 |
| |  |
 |
 |
 |
L |
 |
Johnson & Johnson |
176.980 |
Fri |
1.75 |
178.080 |
-0.62 |
167.750 |
10.330 |
6.16 |
|
5.42 |
| |  |
 |
 |
 |
|
 |
UnitedHealth |
485.730 |
Fri |
1.50 |
489.220 |
-0.71 |
483.730 |
5.490 |
1.13 |
|
9.47 |
| |  |
 |
 |
 |
|
 |
PSEG |
67.550 |
Fri |
-0.18 |
68.060 |
-0.75 |
64.090 |
3.970 |
6.19 |
|
5.89 |
| |  |
 |
 |
 |
S |
 |
JP Morgan Chase |
117.340 |
Fri |
-0.82 |
118.260 |
-0.78 |
153.940 |
-35.680 |
-23.18 |
|
-22.27 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
5/16/22 |
Δwk |
12/20/21 |
prc diff |
⇓ Δ21 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
Edison International |
65.850 |
Fri |
|
66.590 |
-1.11 |
67.140 |
-0.550 |
-0.82 |
|
8.11 |
| |  |
 |
 |
 |
L |
 |
Southern |
73.410 |
Fri |
0.11 |
74.250 |
-1.13 |
67.120 |
7.130 |
10.62 |
|
12.68 |
| |  |
 |
 |
 |
L |
 |
Southwest Airlines |
42.650 |
Fri |
-2.11 |
43.180 |
-1.23 |
39.360 |
3.820 |
9.71 |
|
-9.66 |
| |  |
 |
 |
 |
L |
 |
CenterPoint Energy |
30.580 |
Fri |
-0.26 |
30.970 |
-1.26 |
27.000 |
3.970 |
14.70 |
|
14.89 |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
82.540 |
Fri |
0.40 |
83.690 |
-1.37 |
77.960 |
5.730 |
7.35 |
|
7.50 |
| |  |
 |
 |
 |
L |
 |
American Airlines |
16.260 |
Fri |
-2.93 |
16.550 |
-1.75 |
17.300 |
-0.750 |
-4.34 |
|
-12.85 |
| |  |
 |
 |
 |
|
 |
Kirby |
62.900 |
Fri |
-0.47 |
64.100 |
-1.87 |
56.940 |
7.160 |
12.57 |
|
6.56 |
| |  |
 |
 |
 |
S |
 |
American Express |
153.240 |
Fri |
-0.49 |
156.430 |
-2.04 |
155.890 |
0.540 |
0.35 |
|
-8.39 |
| |  |
 |
 |
 |
|
 |
Honeywell |
189.750 |
Fri |
-1.51 |
193.960 |
-2.17 |
199.850 |
-5.890 |
-2.95 |
|
-7.87 |
| |  |
 |
 |
 |
S |
 |
Walt Disney |
102.420 |
Fri |
-0.70 |
105.180 |
-2.62 |
146.470 |
-41.290 |
-28.19 |
|
-32.64 |
| |  |
 |
 |
 |
S |
 |
Boeing |
120.700 |
Fri |
-5.07 |
124.050 |
-2.70 |
188.480 |
-64.430 |
-34.18 |
|
-40.19 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
159.650 |
Fri |
2.60 |
164.120 |
-2.72 |
247.210 |
-83.090 |
-33.61 |
|
-30.55 |
| |  |
 |
 |
 |
S |
 |
Home Depot |
287.190 |
Fri |
-0.20 |
295.990 |
-2.97 |
389.400 |
-93.410 |
-23.99 |
|
-12.66 |
| |  |
 |
 |
 |
L |
 |
Chevron |
167.820 |
Fri |
0.58 |
173.010 |
-3.00 |
113.650 |
59.360 |
52.23 |
|
46.50 |
| |  |
 |
 |
 |
S |
 |
Intel |
41.650 |
Fri |
-0.86 |
43.080 |
-3.32 |
49.600 |
-6.520 |
-13.15 |
|
-16.30 |
| |  |
 |
 |
 |
S |
 |
Microsoft |
252.560 |
Fri |
-0.23 |
261.500 |
-3.42 |
319.910 |
-58.410 |
-18.26 |
|
-11.06 |
| |  |
 |
 |
 |
|
 |
Matson |
84.690 |
Fri |
0.11 |
87.700 |
-3.43 |
78.990 |
8.710 |
11.03 |
|
8.07 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
168.240 |
Fri |
-0.63 |
174.500 |
-3.59 |
153.530 |
20.970 |
13.66 |
|
8.31 |
| |  |
 |
 |
 |
S |
 |
Nike |
108.000 |
Fri |
1.47 |
112.600 |
-4.09 |
156.980 |
-44.380 |
-28.27 |
|
-23.88 |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
233.910 |
Fri |
2.14 |
244.040 |
-4.15 |
261.730 |
-17.690 |
-6.76 |
|
-0.25 |
| |  |
 |
 |
 |
|
 |
FedEx |
200.900 |
Fri |
0.93 |
209.720 |
-4.21 |
245.550 |
-35.830 |
-14.59 |
|
-15.18 |
| |  |
 |
 |
 |
|
 |
Landstar System |
145.650 |
Fri |
2.27 |
152.100 |
-4.24 |
167.780 |
-15.680 |
-9.35 |
|
-5.85 |
| |  |
 |
 |
 |
|
 |
3M |
143.830 |
Fri |
-2.13 |
150.500 |
-4.43 |
172.640 |
-22.140 |
-12.82 |
|
-14.02 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
197.820 |
Fri |
-4.32 |
207.190 |
-4.52 |
195.460 |
11.730 |
6.00 |
|
-1.26 |
| |  |
 |
 |
 |
|
 |
Ryder System |
79.400 |
Fri |
0.11 |
83.190 |
-4.56 |
75.790 |
7.400 |
9.76 |
|
6.87 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
5/16/22 |
Δwk |
12/20/21 |
prc diff |
⇓ Δ21 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
101.920 |
Fri |
0.72 |
106.860 |
-4.62 |
100.750 |
6.110 |
6.06 |
|
10.15 |
| |  |
 |
 |
 |
L |
 |
IBM |
128.480 |
Fri |
-0.91 |
135.030 |
-4.85 |
127.060 |
7.970 |
6.27 |
|
0.96 |
| |  |
 |
 |
 |
S |
 |
UPS |
171.040 |
Fri |
2.18 |
179.770 |
-4.86 |
202.430 |
-22.660 |
-11.19 |
|
-11.12 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
105.440 |
Fri |
1.69 |
111.250 |
-5.22 |
127.030 |
-15.780 |
-12.42 |
|
-5.57 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
164.380 |
Fri |
2.34 |
173.480 |
-5.25 |
190.770 |
-17.290 |
-9.06 |
|
-4.49 |
| |  |
 |
 |
 |
S |
 |
Apple |
137.590 |
Fri |
0.17 |
145.540 |
-5.46 |
169.750 |
-24.210 |
-14.26 |
|
-4.74 |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
213.580 |
Fri |
-1.35 |
227.890 |
-6.28 |
240.640 |
-12.750 |
-5.30 |
|
-2.00 |
| |  |
 |
 |
 |
S |
 |
CSX |
30.940 |
Fri |
|
33.260 |
-6.98 |
35.310 |
-2.050 |
-5.81 |
|
-1.95 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
40.960 |
Fri |
0.86 |
44.150 |
-7.23 |
48.830 |
-4.680 |
-9.58 |
|
-9.17 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
243.180 |
Fri |
1.98 |
262.480 |
-7.35 |
333.850 |
-71.370 |
-21.38 |
|
-10.64 |
| |  |
 |
 |
 |
S |
 |
Norfolk Southern |
228.860 |
Fri |
0.36 |
247.100 |
-7.38 |
281.450 |
-34.350 |
-12.20 |
|
-8.11 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
60.980 |
Fri |
1.63 |
65.960 |
-7.55 |
57.540 |
8.420 |
14.63 |
|
14.34 |
| |  |
 |
 |
 |
|
 |
Procter & Gamble |
141.790 |
Fri |
0.06 |
155.120 |
-8.59 |
157.860 |
-2.740 |
-1.74 |
|
5.05 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
42.940 |
Fri |
2.92 |
49.000 |
-12.37 |
60.360 |
-11.360 |
-18.82 |
|
-11.73 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
174.680 |
Fri |
-2.80 |
207.470 |
-15.80 |
212.840 |
-5.370 |
-2.52 |
|
54.15 |
| |  |
 |
 |
 |
L |
 |
Walmart |
119.200 |
Fri |
0.11 |
148.210 |
-19.57 |
139.200 |
9.010 |
6.47 |
|
3.19 |
DJCA - 65 out of 65 instruments rated - 5/16/22 / 12/20/21 - 28 did rise, Market-Ratio(21) = 43.08 % |
Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions Dow Jones Composite Average * 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 | |
1/02/06 |
9/29/08 |
1001 |
|
- cash - |
short |
9/29/08 |
10/27/08 |
28 |
 |
 |
 |
Avis Budget |
100 |
1,639 |
|
6.100 |
1.400 |
26.579 |
20.479 |
336 |
43,564 |
> 999,999 |
|
long |
10/27/08 |
11/03/08 |
7 |
 |
 |
 |
Walmart |
100 |
877 |
|
49.670 |
55.970 |
|
6.300 |
13 |
49,090 |
50,504 |
|
short |
11/03/08 |
11/24/08 |
21 |
 |
 |
 |
Avis Budget |
100 |
22,415 |
|
2.190 |
0.550 |
8.720 |
6.530 |
298 |
195,464 |
> 999,999 |
|
long |
11/24/08 |
1/05/09 |
42 |
 |
 |
 |
Walmart |
100 |
3,704 |
|
52.770 |
56.520 |
|
3.750 |
7 |
209,354 |
82 |
|
short |
1/05/09 |
3/16/09 |
70 |
 |
 |
 |
Avis Budget |
100 |
261,692 |
|
0.800 |
0.440 |
1.455 |
0.655 |
82 |
380,631 |
2,158 |
|
long |
3/16/09 |
3/23/09 |
7 |
 |
 |
 |
PG & E |
100 |
10,332 |
|
36.840 |
40.330 |
|
3.490 |
9 |
416,690 |
11,111 |
|
short |
3/23/09 |
3/30/09 |
7 |
 |
 |
 |
Avis Budget |
100 |
496,059 |
|
0.840 |
0.830 |
0.850 |
0.010 |
1 |
421,700 |
86 |
|
long |
3/30/09 |
8/24/15 |
2338 |
 |
 |
 |
Verizon |
100 |
13,954 |
|
30.220 |
44.740 |
|
14.520 |
48 |
624,312 |
6 |
|
short |
8/24/15 |
8/31/15 |
7 |
 |
 |
 |
Chevron |
100 |
8,656 |
|
72.120 |
80.990 |
63.250 |
-8.870 |
-12 |
547,534 |
-100 |
|
long |
8/31/15 |
3/16/20 |
1659 |
 |
 |
 |
JetBlue Airways |
100 |
24,531 |
|
22.320 |
10.610 |
|
-11.710 |
-52 |
260,276 |
-15 |
|
short |
3/16/20 |
4/27/20 |
42 |
 |
 |
 |
Boeing |
100 |
2,008 |
|
129.610 |
128.680 |
130.547 |
0.937 |
1 |
262,156 |
6 |
|
long |
4/27/20 |
5/04/20 |
7 |
 |
 |
 |
Apple |
100 |
3,703 |
|
70.793 |
73.290 |
|
2.498 |
4 |
271,405 |
510 |
|
short |
5/04/20 |
5/18/20 |
14 |
 |
 |
 |
United Airlines |
100 |
10,744 |
|
25.260 |
24.130 |
26.443 |
1.183 |
5 |
284,114 |
230 |
|
long |
5/18/20 |
5/25/20 |
7 |
 |
 |
 |
Apple |
100 |
3,608 |
|
78.740 |
79.723 |
|
0.983 |
1 |
287,659 |
91 |
|
short |
5/25/20 |
6/01/20 |
7 |
 |
 |
 |
United Airlines |
100 |
11,325 |
|
25.400 |
29.460 |
21.340 |
-4.060 |
-16 |
241,679 |
-100 |
|
long |
6/01/20 |
6/22/20 |
21 |
 |
 |
 |
Apple |
100 |
3,003 |
|
80.463 |
89.718 |
|
9.255 |
12 |
269,472 |
563 |
|
short |
6/22/20 |
7/06/20 |
14 |
 |
 |
 |
United Airlines |
100 |
7,374 |
|
36.540 |
35.210 |
37.920 |
1.380 |
4 |
279,650 |
163 |
|
long |
7/06/20 |
5/20/22 |
683 |
 |
 |
 |
Apple |
100 |
2,992 |
|
93.463 |
137.590 |
|
44.128 |
47 |
411,679 |
23 |
|
accum | 9/29/08 |
5/20/22 | 4982 |
days out of 5983 invested (83%) |
4,017 |
411,679 |
31 |
|
Instrument Related Contribution
instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | | | total |
Avis Budget | short | 9/29/08 | 10/27/08 | 28 | 6.10 | 1.40 | 26.58 | 20.48 | 335.71 | | | |
| short | 11/03/08 | 11/24/08 | 21 | 2.19 | 0.55 | 8.72 | 6.53 | 298.18 | | | |
| short | 1/05/09 | 3/16/09 | 70 | 0.80 | 0.44 | 1.45 | 0.65 | 81.81 | | | |
| short | 3/23/09 | 3/30/09 | 7 | 0.84 | 0.83 | 0.85 | 0.01 | 1.20 | | | 3,092.27 |
Apple | long | 4/27/20 | 5/04/20 | 7 | 70.79 | 73.29 | | 2.50 | 3.53 | | | |
| long | 5/18/20 | 5/25/20 | 7 | 78.74 | 79.72 | | 0.98 | 1.25 | | | |
| long | 6/01/20 | 6/22/20 | 21 | 80.46 | 89.72 | | 9.26 | 11.50 | | | |
| long | 7/06/20 | 5/20/22 | 683 | 93.46 | 137.59 | | 44.13 | 47.21 | | | 72.06 |
Verizon | long | 3/30/09 | 8/24/15 | 2338 | 30.22 | 44.74 | | 14.52 | 48.05 | | | 48.05 |
Walmart | long | 10/27/08 | 11/03/08 | 7 | 49.67 | 55.97 | | 6.30 | 12.68 | | | |
| long | 11/24/08 | 1/05/09 | 42 | 52.77 | 56.52 | | 3.75 | 7.11 | | | 20.69 |
PG & E | long | 3/16/09 | 3/23/09 | 7 | 36.84 | 40.33 | | 3.49 | 9.47 | | | 9.47 |
Boeing | short | 3/16/20 | 4/27/20 | 42 | 129.61 | 128.68 | 130.55 | 0.94 | 0.72 | | | 0.72 |
United Airlines | short | 5/04/20 | 5/18/20 | 14 | 25.26 | 24.13 | 26.44 | 1.18 | 4.68 | | | |
| short | 5/25/20 | 6/01/20 | 7 | 25.40 | 29.46 | 21.34 | -4.06 | -15.98 | | | |
| short | 6/22/20 | 7/06/20 | 14 | 36.54 | 35.21 | 37.92 | 1.38 | 3.78 | | | -8.73 |
Chevron | short | 8/24/15 | 8/31/15 | 7 | 72.12 | 80.99 | 63.25 | -8.87 | -12.30 | | | -12.30 |
JetBlue Airways | long | 8/31/15 | 3/16/20 | 1659 | 22.32 | 10.61 | | -11.71 | -52.46 | | | -52.46 |
Annotations
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 |
7/01/15 | NiSource | | | company split (CPGX) by a ratio of 1.000:2.545 |
3/19/15 | Visa | | | forward stock split 1:4 (four for one) |
3/18/15 | DJIA | | | Apple replaces AT&T |
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