Assessment - Dow Jones Composite Average in Pound sterling - 27/03/23 - RS = 21

 ⇐ 

								⇓instrument	freshest		⇓ Δday	27/03/23	⇓ Δwk	31/10/22	prc diff	Δ21		⇓∅-RS
								DJCA	10,286.445	12/08/24	-0.32	8,820.337		9,443.840	-623.503	-6.60		-3.20
								Boeing	133.603	12/08/24	-2.25	163.265		124.241	39.024	31.41		21.41
						S		FedEx	227.230	12/08/24	0.63	178.935		139.733	39.202	28.05		10.64
								Nike	60.757	12/08/24	0.40	95.898		80.799	15.099	18.69		3.88
						S		Old Dominion FL	155.166	12/08/24	-1.35	136.139		119.699	16.440	13.73		15.06
								Microsoft	331.146	12/08/24	0.19	224.975		202.372	22.603	11.17		5.76
						S		salesforce.com	204.568	12/08/24	-0.48	155.687		141.747	13.940	9.83		15.44
								Uber Technologies	56.378	12/08/24	1.05	24.925		23.164	1.761	7.60		9.18
								Edison International	67.082	12/08/24	0.52	55.784		52.343	3.441	6.57		2.67
								Landstar System	150.681	12/08/24	-1.04	142.801		136.194	6.608	4.85		9.74
						S		UPS	101.637	12/08/24	-0.76	152.480		146.263	6.217	4.25		0.86
						S		Cisco Systems	36.516	12/08/24	-1.34	41.140		39.606	1.534	3.87		6.63
								Dow	42.507	12/08/24	-0.84	42.328		40.748	1.580	3.88		-6.26
								American Express	192.960	12/08/24	-0.34	132.781		129.420	3.361	2.60		2.25
						L		Procter & Gamble	135.785	12/08/24	-2.19	118.804		117.406	1.398	1.19		-0.42
								Expeditors Wash	96.956	12/08/24	0.03	85.821		85.306	0.515	0.60		0.40
								Consolidated Edison	82.980	12/08/24	0.91	76.981		76.684	0.297	0.39		-1.15
								Visa	211.552	12/08/24	0.05	180.555		180.603	-0.048	-0.03		4.90
								Merck (MSD)	92.374	12/08/24	-0.93	87.042		88.227	-1.185	-1.34		9.88
						L		PSEG	65.536	12/08/24	0.81	48.206		48.882	-0.677	-1.38		-7.32
								Ryder System	107.319	12/08/24	-1.29	69.109		70.189	-1.080	-1.54		4.34
								Exelon	30.037	12/08/24	-0.54	32.984		33.643	-0.659	-1.96		-7.68
						L		Southern	70.981	12/08/24	0.46	55.548		57.086	-1.538	-2.69		-5.06
								FirstEnergy	34.351	12/08/24	0.55	31.771		32.876	-1.105	-3.36		-5.18
								Atmos Energy	104.714	12/08/24	0.46	89.744		92.891	-3.147	-3.39		-4.25
								⇓instrument	freshest		⇓ Δday	27/03/23	⇓ Δwk	31/10/22	prc diff	Δ21		⇓∅-RS
						L		Apple	177.071	12/08/24	0.71	128.841		133.683	-4.842	-3.62		4.41
						S		Intel	15.759	12/08/24	-1.78	23.753		24.785	-1.033	-4.17		-12.15
						L		Coca-Cola	55.491	12/08/24	-0.74	49.939		52.178	-2.238	-4.29		-2.26
								JP Morgan Chase	167.840	12/08/24	0.19	104.592		109.743	-5.151	-4.69		0.91
								Verizon	32.992	12/08/24	-0.54	30.973		32.579	-1.606	-4.93		-12.66
						L		Duke Energy	92.284	12/08/24	0.62	77.078		81.235	-4.157	-5.12		-9.82
						L		Walmart	55.922	12/08/24	1.10	39.118		41.361	-2.243	-5.42		2.59
						L		AEP	79.073	12/08/24	-0.40	72.080		76.649	-4.569	-5.96		-8.63
								Caterpillar	273.531	12/08/24	-0.66	177.454		188.711	-11.258	-5.97		1.81
						S		McDonald´s	219.342	12/08/24	0.58	222.908		237.707	-14.799	-6.23		4.69
						L		Xcel Energy	47.229	12/08/24	0.10	53.147		56.763	-3.617	-6.37		-8.29
						S		J.B. Hunt	132.496	12/08/24	-0.20	137.787		149.140	-11.353	-7.61		-5.20
						S		CSX	27.269	12/08/24	-1.47	23.403		25.335	-1.932	-7.63		-9.61
						L		C.H. Robinson	80.343	12/08/24	0.20	78.519		85.193	-6.674	-7.83		-6.60
						S		American Airlines	7.823	12/08/24	-2.54	11.347		12.362	-1.015	-8.21		-7.10
						S		Union Pacific	192.716	12/08/24	-0.32	157.291		171.868	-14.577	-8.48		-11.93
						L		American Water	116.045	12/08/24	0.20	115.329		126.708	-11.380	-8.98		-6.49
								United Airlines	32.902	12/08/24	-2.51	34.139		37.557	-3.418	-9.10		-1.00
						L		NextEra Energy	63.151	12/08/24	0.15	61.409		67.565	-6.156	-9.11		-6.89
						L		Kirby	94.840	12/08/24	-0.14	55.027		60.808	-5.782	-9.51		0.90
						L		Sempra	64.298	12/08/24	0.74	58.739		65.795	-7.056	-10.72		-10.18
								Home Depot	281.492	12/08/24	-0.81	228.956		258.168	-29.212	-11.32		-8.17
								Delta Air Lines	31.795	12/08/24	-0.61	26.154		29.580	-3.426	-11.58		-9.02
								IBM	154.238	12/08/24	-1.03	105.259		120.562	-15.303	-12.69		-5.64
						L		Goldman Sachs	395.200	12/08/24	-0.97	259.286		300.346	-41.060	-13.67		-5.48
								⇓instrument	freshest		⇓ Δday	27/03/23	⇓ Δwk	31/10/22	prc diff	Δ21		⇓∅-RS
						L		Honeywell	160.188	12/08/24	-0.73	153.025		177.866	-24.841	-13.97		-4.82
						S		Walgreens Boots	8.303	12/08/24	-4.49	26.813		31.821	-5.008	-15.74		-15.81
								Travelers Companies	170.722	12/08/24	-1.29	135.410		160.813	-25.403	-15.80		-6.42
								Walt Disney	69.964	12/08/24	-0.30	77.835		92.882	-15.047	-16.20		-9.18
								Norfolk Southern	193.066	12/08/24	-1.02	165.186		198.833	-33.646	-16.92		-16.89
						S		Johnson & Johnson	130.143	12/08/24	-0.46	124.787		151.668	-26.881	-17.72		-11.88
								Alaska Air Group	28.157	12/08/24	-0.26	31.738		38.760	-7.022	-18.12		-16.54
						L		Amgen	260.482	12/08/24	-0.77	192.724		235.693	-42.968	-18.23		-6.81
								Chevron	118.047	12/08/24	0.02	128.328		157.710	-29.382	-18.63		-5.66
						S		UnitedHealth	460.150	12/08/24	1.17	392.270		483.983	-91.713	-18.95		-7.13
						L		AES	13.602	12/08/24	0.30	18.397		22.806	-4.410	-19.34		-8.19
								Southwest Airlines	20.660	12/08/24	0.20	24.542		31.690	-7.148	-22.56		-21.20
								Matson	105.927	12/08/24	0.73	49.085		64.147	-15.063	-23.48		-18.96
						L		3M	100.416	12/08/24	-0.65	82.614		109.664	-27.051	-24.67		-22.00
								Dominion Resources	44.542	12/08/24	0.46	44.062		61.000	-16.938	-27.77		-24.37
								Avis Budget	67.652	12/08/24	-4.43	146.367		206.147	-59.781	-29.00		-7.83
DJCA - 65 out of 65 instruments rated - 27/03/23 / 31/10/22 - 16 did rise, Market-Ratio(21) in GBP = 24.62 %
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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