Assessment - Dow Jones Composite Average in Pound sterling - 18/01/21 - RS = 21

 ⇐ 

								⇓instrument	freshest		⇓ Δday	18/01/21	⇓ Δwk	24/08/20	prc diff	Δ21		⇓∅-RS
								DJCA	9,301.420	12/08/24	-0.32	7,534.733		7,099.333	435.401	6.13		9.48
								Uber Technologies	50.979	12/08/24	1.05	41.440		23.740	17.700	74.56		53.05
								Ryder System	97.042	12/08/24	-1.29	49.654		30.937	18.718	60.50		57.18
								Matson	95.783	12/08/24	0.73	47.873		31.985	15.889	49.68		64.17
						L		AES	12.300	12/08/24	0.30	20.315		13.820	6.495	47.00		56.71
						L		Goldman Sachs	357.356	12/08/24	-0.97	221.561		158.577	62.984	39.72		39.23
								Alaska Air Group	25.460	12/08/24	-0.26	39.490		28.696	10.794	37.61		29.12
								JP Morgan Chase	151.768	12/08/24	0.19	102.047		76.527	25.520	33.35		25.36
								Caterpillar	247.338	12/08/24	-0.66	143.252		108.359	34.893	32.20		34.44
								Delta Air Lines	28.750	12/08/24	-0.61	29.428		22.791	6.636	29.12		18.79
								Walt Disney	63.264	12/08/24	-0.30	126.190		99.954	26.236	26.25		29.92
						L		Honeywell	144.849	12/08/24	-0.73	151.606		121.888	29.717	24.38		20.72
						L		Kirby	85.758	12/08/24	-0.14	41.293		33.575	7.718	22.99		8.91
								Southwest Airlines	18.681	12/08/24	0.20	34.344		28.229	6.115	21.66		14.48
								Nike	54.939	12/08/24	0.40	103.578		85.529	18.049	21.10		27.45
								Travelers Companies	154.373	12/08/24	-1.29	105.433		87.877	17.556	19.98		16.03
						S		CSX	24.658	12/08/24	-1.47	22.921		19.148	3.772	19.70		20.44
								Dow	38.437	12/08/24	-0.84	42.183		35.273	6.910	19.59		27.91
						S		Walgreens Boots	7.508	12/08/24	-4.49	36.008		30.394	5.614	18.47		10.29
								American Express	174.483	12/08/24	-0.34	89.910		75.969	13.941	18.35		12.94
								United Airlines	29.751	12/08/24	-2.51	32.306		27.778	4.528	16.30		11.87
								Norfolk Southern	174.578	12/08/24	-1.02	186.186		162.309	23.877	14.71		24.31
								Edison International	60.659	12/08/24	0.52	45.540		40.030	5.510	13.76		-0.06
						S		American Airlines	7.074	12/08/24	-2.54	11.600		10.279	1.321	12.85		9.44
						S		Intel	14.250	12/08/24	-1.78	42.382		37.583	4.799	12.77		1.51
								⇓instrument	freshest		⇓ Δday	18/01/21	⇓ Δwk	24/08/20	prc diff	Δ21		⇓∅-RS
						S		FedEx	205.471	12/08/24	0.63	185.899		166.271	19.628	11.81		40.25
						L		NextEra Energy	57.103	12/08/24	0.15	60.386		54.040	6.346	11.74		16.61
								Exelon	27.161	12/08/24	-0.54	31.915		28.826	3.090	10.72		4.24
								Avis Budget	61.174	12/08/24	-4.43	28.699		25.965	2.733	10.53		46.33
								Boeing	120.809	12/08/24	-2.25	150.391		136.343	14.048	10.30		6.85
						S		UnitedHealth	416.086	12/08/24	1.17	258.577		236.205	22.372	9.47		11.00
						L		Duke Energy	83.447	12/08/24	0.62	67.798		62.309	5.489	8.81		0.02
						L		Southern	64.184	12/08/24	0.46	43.913		40.428	3.485	8.62		-1.71
						S		Union Pacific	174.262	12/08/24	-0.32	159.430		147.273	12.158	8.26		16.43
								FirstEnergy	31.062	12/08/24	0.55	23.311		21.652	1.659	7.66		-14.36
								Landstar System	136.252	12/08/24	-1.04	110.122		102.623	7.499	7.31		21.06
						L		American Water	104.932	12/08/24	0.20	117.563		110.041	7.522	6.84		9.91
						L		PSEG	59.260	12/08/24	0.81	43.707		41.223	2.484	6.02		5.40
						L		Walmart	50.567	12/08/24	1.10	35.488		33.481	2.007	5.99		5.31
						S		Cisco Systems	33.020	12/08/24	-1.34	33.439		32.260	1.179	3.66		0.65
						S		J.B. Hunt	119.808	12/08/24	-0.20	111.520		108.321	3.200	2.95		22.03
								Expeditors Wash	87.672	12/08/24	0.03	68.593		66.646	1.947	2.92		10.68
								Chevron	106.743	12/08/24	0.02	67.784		66.692	1.092	1.64		1.57
						S		Johnson & Johnson	117.681	12/08/24	-0.46	117.990		116.366	1.624	1.40		4.07
						S		Old Dominion FL	140.307	12/08/24	-1.35	76.370		76.034	0.336	0.44		18.38
						L		Amgen	235.539	12/08/24	-0.77	180.695		180.167	0.528	0.29		1.02
						S		salesforce.com	184.979	12/08/24	-0.48	156.883		159.433	-2.550	-1.60		2.79
								IBM	139.468	12/08/24	-1.03	94.503		96.122	-1.619	-1.68		-1.51
						L		Coca-Cola	50.177	12/08/24	-0.74	35.846		36.688	-0.842	-2.30		-6.81
						L		3M	90.800	12/08/24	-0.65	121.854		125.070	-3.216	-2.57		-1.15
								⇓instrument	freshest		⇓ Δday	18/01/21	⇓ Δwk	24/08/20	prc diff	Δ21		⇓∅-RS
						L		Apple	160.115	12/08/24	0.71	93.582		96.257	-2.675	-2.78		30.43
						L		AEP	71.501	12/08/24	-0.40	59.231		61.782	-2.551	-4.13		-10.65
								Microsoft	299.436	12/08/24	0.19	156.523		163.433	-6.910	-4.23		4.57
						S		UPS	91.904	12/08/24	-0.76	116.960		122.638	-5.678	-4.63		20.99
						S		McDonald´s	198.338	12/08/24	0.58	154.506		162.615	-8.109	-4.99		-0.30
						L		C.H. Robinson	72.649	12/08/24	0.20	70.080		74.172	-4.092	-5.52		8.32
								Visa	191.294	12/08/24	0.05	148.382		157.865	-9.483	-6.01		-1.30
								Merck (MSD)	83.528	12/08/24	-0.93	61.373		65.330	-3.958	-6.06		-1.99
						L		Procter & Gamble	122.782	12/08/24	-2.19	99.206		105.934	-6.728	-6.35		0.34
								Verizon	29.832	12/08/24	-0.54	42.235		45.560	-3.325	-7.30		-5.92
								Home Depot	254.536	12/08/24	-0.81	202.850		219.310	-16.460	-7.51		5.84
						L		Sempra	58.141	12/08/24	0.74	44.708		48.707	-3.999	-8.21		-9.19
								Consolidated Edison	75.034	12/08/24	0.91	51.230		56.841	-5.611	-9.87		-15.09
						L		Xcel Energy	42.706	12/08/24	0.10	47.814		53.851	-6.036	-11.21		-7.33
								Dominion Resources	40.277	12/08/24	0.46	53.055		60.497	-7.442	-12.30		-13.75
								Atmos Energy	94.687	12/08/24	0.46	66.304		77.942	-11.638	-14.93		-15.05
DJCA - 65 out of 65 instruments rated - 18/01/21 / 24/08/20 - 45 did rise, Market-Ratio(21) in GBP = 69.23 %
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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