Assessment - Dow Jones Composite Average in Pound sterling - 10/02/20 - RS = 21

 ⇐ 

								⇓instrument	freshest		⇓ Δday	10/02/20	⇓ Δwk	16/09/19	prc diff	Δ21		⇓∅-RS
								DJCA	9,786.153	12/08/24	-0.32	7,451.936		7,249.813	202.123	2.79		7.44
						L		Apple	168.459	12/08/24	0.71	62.253		44.231	18.023	40.75		47.61
								Microsoft	315.041	12/08/24	0.19	146.132		109.686	36.447	33.23		39.10
						L		AES	12.941	12/08/24	0.30	15.891		12.873	3.018	23.44		17.58
						S		Intel	14.993	12/08/24	-1.78	51.414		41.998	9.415	22.42		25.39
								Avis Budget	64.362	12/08/24	-4.43	28.917		23.735	5.182	21.83		16.60
						S		Old Dominion FL	147.619	12/08/24	-1.35	56.845		46.729	10.116	21.65		34.00
						L		NextEra Energy	60.079	12/08/24	0.15	52.610		43.911	8.699	19.81		26.44
						S		salesforce.com	194.619	12/08/24	-0.48	146.458		123.106	23.352	18.97		18.66
						S		UnitedHealth	437.770	12/08/24	1.17	222.281		188.614	33.667	17.85		13.12
						S		Johnson & Johnson	123.814	12/08/24	-0.46	117.603		104.223	13.380	12.84		10.27
						L		Amgen	247.813	12/08/24	-0.77	176.118		156.149	19.969	12.79		14.19
								Visa	201.263	12/08/24	0.05	159.522		141.691	17.831	12.58		19.43
								Uber Technologies	53.636	12/08/24	1.05	30.984		27.701	3.283	11.85		-na-
								JP Morgan Chase	159.677	12/08/24	0.19	106.668		95.872	10.797	11.26		17.18
								Norfolk Southern	183.676	12/08/24	-1.02	162.047		146.656	15.391	10.49		9.26
								Nike	57.802	12/08/24	0.40	77.457		70.214	7.243	10.32		11.94
						L		Southern	67.529	12/08/24	0.46	53.001		48.161	4.840	10.05		19.08
								American Express	183.576	12/08/24	-0.34	102.409		94.649	7.760	8.20		10.56
						L		American Water	110.401	12/08/24	0.20	104.709		97.336	7.373	7.57		16.44
						L		Sempra	61.171	12/08/24	0.74	61.171		57.023	4.148	7.27		13.99
						L		AEP	75.227	12/08/24	-0.40	78.929		73.786	5.142	6.97		13.47
						L		Coca-Cola	52.792	12/08/24	-0.74	46.271		43.414	2.857	6.58		15.57
						L		Xcel Energy	44.932	12/08/24	0.10	53.481		50.551	2.931	5.80		14.02
								Edison International	63.820	12/08/24	0.52	60.559		57.510	3.049	5.30		14.61
								⇓instrument	freshest		⇓ Δday	10/02/20	⇓ Δwk	16/09/19	prc diff	Δ21		⇓∅-RS
						S		Union Pacific	183.343	12/08/24	-0.32	143.012		135.931	7.081	5.21		7.00
						L		Goldman Sachs	375.979	12/08/24	-0.97	183.816		174.767	9.049	5.18		12.83
						S		CSX	25.943	12/08/24	-1.47	20.362		19.414	0.948	4.88		7.42
								IBM	146.737	12/08/24	-1.03	119.593		114.634	4.959	4.33		10.85
								FirstEnergy	32.680	12/08/24	0.55	39.774		38.265	1.509	3.94		14.23
								Dominion Resources	42.376	12/08/24	0.46	65.508		63.150	2.358	3.73		7.01
								Atmos Energy	99.621	12/08/24	0.46	91.621		88.590	3.031	3.42		10.03
						L		Honeywell	152.398	12/08/24	-0.73	137.033		133.726	3.307	2.47		4.22
						L		Procter & Gamble	129.181	12/08/24	-2.19	97.708		96.346	1.362	1.41		10.24
								Walt Disney	66.561	12/08/24	-0.30	110.424		109.260	1.165	1.07		6.16
								Merck (MSD)	87.881	12/08/24	-0.93	66.337		65.998	0.338	0.51		1.67
								Home Depot	267.801	12/08/24	-0.81	186.332		185.846	0.487	0.26		13.13
						S		American Airlines	7.442	12/08/24	-2.54	22.295		22.343	-0.047	-0.21		-4.81
								Consolidated Edison	78.944	12/08/24	0.91	72.083		72.354	-0.272	-0.38		5.64
						L		Duke Energy	87.796	12/08/24	0.62	74.522		74.921	-0.399	-0.53		5.59
								Southwest Airlines	19.655	12/08/24	0.20	44.467		44.903	-0.436	-0.97		6.63
						S		McDonald´s	208.674	12/08/24	0.58	165.113		166.866	-1.753	-1.05		5.82
								Exelon	28.576	12/08/24	-0.54	37.412		38.120	-0.708	-1.86		1.13
								Verizon	31.387	12/08/24	-0.54	46.651		47.871	-1.221	-2.55		2.24
								Caterpillar	260.227	12/08/24	-0.66	104.020		107.127	-3.108	-2.90		-1.06
								Landstar System	143.352	12/08/24	-1.04	87.362		90.031	-2.669	-2.96		1.90
						L		Walmart	53.202	12/08/24	1.10	29.751		30.994	-1.244	-4.01		3.93
								Alaska Air Group	26.787	12/08/24	-0.26	49.896		52.023	-2.127	-4.09		0.47
								Dow	40.440	12/08/24	-0.84	37.319		39.432	-2.112	-5.36		-na-
						S		Cisco Systems	34.740	12/08/24	-1.34	37.846		40.196	-2.350	-5.85		-4.06
								⇓instrument	freshest		⇓ Δday	10/02/20	⇓ Δwk	16/09/19	prc diff	Δ21		⇓∅-RS
								Delta Air Lines	30.249	12/08/24	-0.61	44.692		47.525	-2.834	-5.96		2.36
						S		J.B. Hunt	126.052	12/08/24	-0.20	86.789		92.525	-5.736	-6.20		6.10
								Expeditors Wash	92.241	12/08/24	0.03	56.362		60.656	-4.294	-7.08		-3.35
						S		Walgreens Boots	7.899	12/08/24	-4.49	41.369		44.524	-3.155	-7.09		-6.34
						L		PSEG	62.348	12/08/24	0.81	44.483		48.917	-4.435	-9.07		-4.40
						L		3M	95.532	12/08/24	-0.65	124.023		136.510	-12.487	-9.15		-10.34
								Travelers Companies	162.418	12/08/24	-1.29	105.491		117.740	-12.249	-10.40		-3.78
								Ryder System	102.099	12/08/24	-1.29	37.761		43.116	-5.356	-12.42		-12.49
								Boeing	127.105	12/08/24	-2.25	266.918		304.808	-37.890	-12.43		-5.40
						S		FedEx	216.179	12/08/24	0.63	121.413		139.648	-18.235	-13.06		-5.11
						L		Kirby	90.227	12/08/24	-0.14	57.934		66.964	-9.030	-13.48		-6.97
								Matson	100.775	12/08/24	0.73	28.274		32.802	-4.528	-13.80		-4.29
								United Airlines	31.302	12/08/24	-2.51	61.543		71.413	-9.870	-13.82		-9.00
								Chevron	112.306	12/08/24	0.02	85.023		99.862	-14.839	-14.86		-9.21
						L		C.H. Robinson	76.435	12/08/24	0.20	56.470		68.621	-12.151	-17.71		-12.34
						S		UPS	96.694	12/08/24	-0.76	79.819		98.615	-18.796	-19.06		-8.52
DJCA - 65 out of 65 instruments rated - 10/02/20 / 16/09/19 - 36 did rise, Market-Ratio(21) in GBP = 55.38 %
Stock Exchange Currency: USD $ Dollar

 

Technical Chart

	DJCA RS = 21 - B/S = 14/13
3/01/22	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	6391	days out of 7392 invested (86%)										4,258		435,766	24

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

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