Assessment - Dow Jones Industrial Avgerage - 8/03/20 - RS = 19
⇐
⇓ instrument
freshest
⇓ Δday
8/03/20
⇓ Δwk
3/23/20
prc diff
⇓ Δ19
∅-RS
DJIA
39,357.000
8/12/24
-0.36
26,664.400
18,591.900
8,072.500
43.42
2.37
L
Apple
217.530
8/12/24
0.71
108.938
56.093
52.846
94.21
60.26
Microsoft
406.810
8/12/24
0.19
216.540
135.980
80.560
59.24
35.51
S
salesforce.com
251.310
8/12/24
-0.48
203.190
140.520
62.670
44.60
24.24
Home Depot
345.810
8/12/24
-0.81
266.180
162.390
103.790
63.91
18.69
S
UnitedHealth
565.290
8/12/24
1.17
303.610
194.860
108.750
55.81
14.21
L
Amgen
320.000
8/12/24
-0.77
247.360
185.930
61.430
33.04
12.91
L
Procter & Gamble
166.810
8/12/24
-2.19
131.290
97.700
33.590
34.38
9.75
L
Walmart
68.700
8/12/24
1.10
43.100
38.093
5.007
13.14
8.78
Nike
74.640
8/12/24
0.40
98.330
62.800
35.530
56.58
7.91
S
Johnson & Johnson
159.880
8/12/24
-0.46
147.350
111.140
36.210
32.58
6.28
Visa
259.890
8/12/24
0.05
190.690
135.740
54.950
40.48
4.92
Caterpillar
336.030
8/12/24
-0.66
131.780
91.850
39.930
43.47
4.16
S
Cisco Systems
44.860
8/12/24
-1.34
47.160
34.600
12.560
36.30
4.08
Merck (MSD)
113.480
8/12/24
-0.93
82.540
66.400
16.140
24.31
0.36
S
McDonald´s
269.460
8/12/24
0.58
194.400
137.100
57.300
41.79
0.09
Verizon
40.530
8/12/24
-0.54
57.240
50.310
6.930
13.77
-0.73
L
Goldman Sachs
485.500
8/12/24
-0.97
199.390
134.970
64.420
47.73
-1.54
IBM
189.480
8/12/24
-1.03
124.310
94.770
29.540
31.17
-4.08
Dow
52.220
8/12/24
-0.84
40.090
26.580
13.510
50.83
-4.59
L
3M
123.360
8/12/24
-0.65
150.410
117.870
32.540
27.61
-5.12
L
Honeywell
196.790
8/12/24
-0.73
148.530
103.860
44.670
43.01
-5.39
Walt Disney
85.950
8/12/24
-0.30
116.350
85.760
30.590
35.67
-6.47
Travelers Companies
209.730
8/12/24
-1.29
114.400
88.360
26.040
29.47
-6.94
L
Coca-Cola
68.170
8/12/24
-0.74
46.300
37.560
8.740
23.27
-8.72
⇓ instrument
freshest
⇓ Δday
8/03/20
⇓ Δwk
3/23/20
prc diff
⇓ Δ19
∅-RS
American Express
237.050
8/12/24
-0.34
93.540
68.960
24.580
35.64
-12.59
JP Morgan Chase
206.190
8/12/24
0.19
96.100
79.030
17.070
21.60
-12.85
S
Intel
19.360
8/12/24
-1.78
48.300
49.580
-1.280
-2.58
-13.94
Chevron
145.020
8/12/24
0.02
84.810
54.220
30.590
56.42
-15.81
S
Walgreens Boots
10.200
8/12/24
-4.49
41.080
43.610
-2.530
-5.80
-16.79
Boeing
164.130
8/12/24
-2.25
162.270
105.620
56.650
53.64
-29.57
DJIA - 30 out of 30 instruments rated - 8/03/20 / 3/23/20 - 28 did rise, Market-Ratio(19) = 93.33 %
Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage * A19 - 80/23 (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
2/27/06
56
- cash -
long
2/27/06
2/04/08
707
Apple
100
3,944
2.535
4.702
2.167
85
18,545
38
short
2/04/08
6/29/09
511
American Express
100
389
47.660
24.000
94.645
46.985
99
36,822
63
long
6/29/09
8/16/10
413
Goldman Sachs
100
246
149.360
147.760
-1.600
-1
36,428
-1
short
8/16/10
10/11/10
56
Microsoft
100
1,486
24.500
24.590
24.410
-0.090
0
36,294
-2
long
10/11/10
8/22/11
315
Apple
100
3,440
10.549
12.730
2.181
21
43,798
24
short
8/22/11
12/19/11
119
Goldman Sachs
100
411
106.510
87.700
129.354
22.844
21
53,187
81
long
12/19/11
8/24/15
1344
Visa
100
2,158
24.645
68.360
43.715
177
147,524
32
short
8/24/15
5/30/16
280
Chevron
100
2,045
72.120
101.970
42.270
-29.850
-41
86,481
-50
long
5/30/16
12/24/18
938
Chevron
100
848
101.970
100.990
-0.980
-1
85,649
0
short
12/24/18
4/29/19
126
Goldman Sachs
100
547
156.350
206.920
105.780
-50.570
-32
57,988
-68
long
4/29/19
3/09/20
315
Walt Disney
100
416
139.300
104.350
-34.950
-25
43,448
-28
short
3/09/20
7/20/20
133
Exxon Mobil
100
1,037
41.860
42.500
41.220
-0.640
-2
42,785
-4
long
7/20/20
6/20/22
700
Apple
100
434
98.358
131.560
33.203
34
57,195
16
short
6/20/22
2/06/23
231
Walt Disney
100
606
94.340
109.870
78.810
-15.530
-16
47,784
-25
long
2/06/23
10/30/23
266
Boeing
100
231
206.810
182.350
-24.460
-12
42,133
-16
short
10/30/23
1/29/24
91
Walgreens Boots
100
1,996
21.100
22.720
19.480
-1.620
-8
38,900
-27
long
1/29/24
8/12/24
196
salesforce.com
100
135
287.860
251.310
-36.550
-13
33,965
-22
accum 2/27/06
8/12/24 7072
days out of 7128 invested (99%)
240
33,965
7
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Apple long 2/27/06 2/04/08 707 2.54 4.70 2.17 85.46
long 10/11/10 8/22/11 315 10.55 12.73 2.18 20.68
long 7/20/20 6/20/22 700 98.36 131.56 33.20 33.76 199.35
Visa long 12/19/11 8/24/15 1344 24.65 68.36 43.72 177.38 177.38
American Express short 2/04/08 6/29/09 511 47.66 24.00 94.64 46.98 98.58 98.58
Microsoft short 8/16/10 10/11/10 56 24.50 24.59 24.41 -0.09 -0.37 -0.37
Exxon Mobil short 3/09/20 7/20/20 133 41.86 42.50 41.22 -0.64 -1.53 -1.53
Walgreens Boots short 10/30/23 1/29/24 91 21.10 22.72 19.48 -1.62 -7.68 -7.68
Boeing long 2/06/23 10/30/23 266 206.81 182.35 -24.46 -11.83 -11.83
salesforce.com long 1/29/24 8/12/24 196 287.86 251.31 -36.55 -12.70 -12.70
Goldman Sachs long 6/29/09 8/16/10 413 149.36 147.76 -1.60 -1.07
short 8/22/11 12/19/11 119 106.51 87.70 129.35 22.84 21.45
short 12/24/18 4/29/19 126 156.35 206.92 105.78 -50.57 -32.34 -18.71
Walt Disney long 4/29/19 3/09/20 315 139.30 104.35 -34.95 -25.09
short 6/20/22 2/06/23 231 94.34 109.87 78.81 -15.53 -16.46 -37.42
Chevron short 8/24/15 5/30/16 280 72.12 101.97 42.27 -29.85 -41.39
long 5/30/16 12/24/18 938 101.97 100.99 -0.98 -0.96 -41.95
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
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