Assessment - Dow Jones Industrial Avgerage - 9/07/20 - RS = 19
⇐
⇓ instrument
freshest
⇓ Δday
9/07/20
⇓ Δwk
4/27/20
prc diff
Δ19
⇓ ∅-RS
DJIA
39,357.000
8/12/24
-0.36
28,133.300
24,133.800
3,999.500
16.57
7.33
L
Apple
217.530
8/12/24
0.71
120.960
70.793
50.168
70.87
64.81
S
salesforce.com
251.310
8/12/24
-0.48
241.270
157.630
83.640
53.06
42.64
Dow
52.220
8/12/24
-0.84
48.600
34.440
14.160
41.11
15.58
Boeing
164.130
8/12/24
-2.25
171.050
128.680
42.370
32.93
-21.02
Caterpillar
336.030
8/12/24
-0.66
148.180
115.200
32.980
28.63
15.36
Nike
74.640
8/12/24
0.40
112.400
89.370
23.030
25.77
20.18
Walt Disney
85.950
8/12/24
-0.30
131.990
106.060
25.930
24.45
6.81
American Express
237.050
8/12/24
-0.34
105.670
85.060
20.610
24.23
0.65
Home Depot
345.810
8/12/24
-0.81
269.660
217.760
51.900
23.83
17.31
Microsoft
406.810
8/12/24
0.19
214.250
174.050
40.200
23.10
28.43
L
Honeywell
196.790
8/12/24
-0.73
166.690
139.880
26.810
19.17
6.43
Visa
259.890
8/12/24
0.05
204.660
171.760
32.900
19.15
11.16
L
Procter & Gamble
166.810
8/12/24
-2.19
137.960
117.450
20.510
17.46
13.78
L
Goldman Sachs
485.500
8/12/24
-0.97
210.940
183.540
27.400
14.93
4.02
S
McDonald´s
269.460
8/12/24
0.58
211.730
185.890
25.840
13.90
9.40
Travelers Companies
209.730
8/12/24
-1.29
116.570
102.890
13.680
13.30
-3.20
L
Walmart
68.700
8/12/24
1.10
47.610
42.767
4.843
11.32
18.01
JP Morgan Chase
206.190
8/12/24
0.19
103.520
94.620
8.900
9.41
-5.24
L
Coca-Cola
68.170
8/12/24
-0.74
51.040
46.780
4.260
9.11
1.68
L
3M
123.360
8/12/24
-0.65
165.770
153.650
12.120
7.89
4.66
S
UnitedHealth
565.290
8/12/24
1.17
312.000
293.980
18.020
6.13
14.45
Verizon
40.530
8/12/24
-0.54
60.480
57.810
2.670
4.62
4.49
L
Amgen
320.000
8/12/24
-0.77
248.400
242.430
5.970
2.46
11.00
Merck (MSD)
113.480
8/12/24
-0.93
85.240
83.980
1.260
1.50
3.78
⇓ instrument
freshest
⇓ Δday
9/07/20
⇓ Δwk
4/27/20
prc diff
Δ19
⇓ ∅-RS
IBM
189.480
8/12/24
-1.03
122.300
125.920
-3.620
-2.87
-4.85
S
Johnson & Johnson
159.880
8/12/24
-0.46
148.590
154.290
-5.700
-3.69
5.69
S
Cisco Systems
44.860
8/12/24
-1.34
40.820
43.060
-2.240
-5.20
-9.04
Chevron
145.020
8/12/24
0.02
81.930
89.710
-7.780
-8.67
-16.34
S
Intel
19.360
8/12/24
-1.78
50.080
59.470
-9.390
-15.79
-11.28
S
Walgreens Boots
10.200
8/12/24
-4.49
36.890
44.430
-7.540
-16.97
-23.45
DJIA - 30 out of 30 instruments rated - 9/07/20 / 4/27/20 - 24 did rise, Market-Ratio(19) = 80.00 %
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 7263
days out of 7319 invested (99%)
240
33,965
6
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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