Assessment - Dow Jones Industrial Avgerage in Dollar - 15/05/23 - RS = 19
⇐
instrument
freshest
⇓ Δday
15/05/23
⇓ Δwk
2/01/23
prc diff
⇓ Δ19
⇓ ∅-RS
DJIA
39,357.000
12/08/24
-0.36
33,348.600
33,147.200
201.400
0.61
2.63
L
3M
123.360
12/08/24
-0.65
100.490
119.920
-19.430
-16.20
-17.34
American Express
237.050
12/08/24
-0.34
150.000
147.750
2.250
1.52
-2.86
L
Amgen
320.000
12/08/24
-0.77
233.530
262.640
-29.110
-11.08
-6.41
L
Apple
217.530
12/08/24
0.71
172.070
129.930
42.140
32.43
15.47
Boeing
164.130
12/08/24
-2.25
202.770
190.490
12.280
6.45
22.14
Caterpillar
336.030
12/08/24
-0.66
211.290
239.560
-28.270
-11.80
0.42
Chevron
145.020
12/08/24
0.02
157.200
179.490
-22.290
-12.42
-4.48
S
Cisco Systems
44.860
12/08/24
-1.34
47.100
47.640
-0.540
-1.13
2.00
L
Coca-Cola
68.170
12/08/24
-0.74
63.940
63.610
0.330
0.52
3.85
Dow
52.220
12/08/24
-0.84
52.260
50.390
1.870
3.71
-1.71
L
Goldman Sachs
485.500
12/08/24
-0.97
322.070
343.380
-21.310
-6.21
-3.17
Home Depot
345.810
12/08/24
-0.81
288.540
315.860
-27.320
-8.65
-3.59
L
Honeywell
196.790
12/08/24
-0.73
194.310
214.300
-19.990
-9.33
0.10
IBM
189.480
12/08/24
-1.03
123.360
140.890
-17.530
-12.44
-8.04
S
Intel
19.360
12/08/24
-1.78
29.800
26.430
3.370
12.75
-3.88
S
Johnson & Johnson
159.880
12/08/24
-0.46
159.550
176.650
-17.100
-9.68
-5.33
JP Morgan Chase
206.190
12/08/24
0.19
135.230
134.100
1.130
0.84
7.61
S
McDonald´s
269.460
12/08/24
0.58
295.900
263.530
32.370
12.28
12.83
Merck (MSD)
113.480
12/08/24
-0.93
116.370
110.950
5.420
4.89
17.06
Microsoft
406.810
12/08/24
0.19
309.460
239.820
69.640
29.04
20.53
Nike
74.640
12/08/24
0.40
119.830
117.010
2.820
2.41
8.14
L
Procter & Gamble
166.810
12/08/24
-2.19
156.010
151.560
4.450
2.94
8.90
S
salesforce.com
251.310
12/08/24
-0.48
203.330
132.590
70.740
53.35
24.60
Travelers Companies
209.730
12/08/24
-1.29
182.810
187.490
-4.680
-2.50
5.04
instrument
freshest
⇓ Δday
15/05/23
⇓ Δwk
2/01/23
prc diff
⇓ Δ19
⇓ ∅-RS
S
UnitedHealth
565.290
12/08/24
1.17
486.860
530.180
-43.320
-8.17
-4.13
Verizon
40.530
12/08/24
-0.54
36.770
39.400
-2.630
-6.68
-10.79
Visa
259.890
12/08/24
0.05
232.810
207.760
25.050
12.06
11.05
S
Walgreens Boots
10.200
12/08/24
-4.49
31.500
37.360
-5.860
-15.69
-15.13
L
Walmart
68.700
12/08/24
1.10
50.627
47.263
3.363
7.12
10.23
Walt Disney
85.950
12/08/24
-0.30
92.860
86.880
5.980
6.88
-7.72
DJIA - 30 out of 30 instruments rated - 15/05/23 / 2/01/23 - 16 did rise, Market-Ratio(19) in USD = 53.33 %
Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage in Dollar * 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
2/01/06
27/02/06
56
- cash -
long
27/02/06
4/02/08
707
Apple
100
3,944
2.535
4.702
2.167
85
18,545
38
short
4/02/08
29/06/09
511
American Express
100
389
47.660
24.000
94.645
46.985
99
36,822
63
long
29/06/09
16/08/10
413
Goldman Sachs
100
246
149.360
147.760
-1.600
-1
36,428
-1
short
16/08/10
11/10/10
56
Microsoft
100
1,486
24.500
24.590
24.410
-0.090
0
36,294
-2
long
11/10/10
22/08/11
315
Apple
100
3,440
10.549
12.730
2.181
21
43,798
24
short
22/08/11
19/12/11
119
Goldman Sachs
100
411
106.510
87.700
129.354
22.844
21
53,187
81
long
19/12/11
24/08/15
1344
Visa
100
2,158
24.645
68.360
43.715
177
147,524
32
short
24/08/15
30/05/16
280
Chevron
100
2,045
72.120
101.970
42.270
-29.850
-41
86,481
-50
long
30/05/16
24/12/18
938
Chevron
100
848
101.970
100.990
-0.980
-1
85,649
0
short
24/12/18
29/04/19
126
Goldman Sachs
100
547
156.350
206.920
105.780
-50.570
-32
57,988
-68
long
29/04/19
9/03/20
315
Walt Disney
100
416
139.300
104.350
-34.950
-25
43,448
-28
short
9/03/20
20/07/20
133
Exxon Mobil
100
1,037
41.860
42.500
41.220
-0.640
-2
42,785
-4
long
20/07/20
20/06/22
700
Apple
100
434
98.358
131.560
33.203
34
57,195
16
short
20/06/22
6/02/23
231
Walt Disney
100
606
94.340
109.870
78.810
-15.530
-16
47,784
-25
long
6/02/23
30/10/23
266
Boeing
100
231
206.810
182.350
-24.460
-12
42,133
-16
short
30/10/23
29/01/24
91
Walgreens Boots
100
1,996
21.100
22.720
19.480
-1.620
-8
38,900
-27
long
29/01/24
12/08/24
196
salesforce.com
100
135
287.860
251.310
-36.550
-13
33,965
-22
accum 27/02/06
12/08/24 7445
days out of 7501 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 27/02/06 4/02/08 707 2.54 4.70 2.17 85.46
long 11/10/10 22/08/11 315 10.55 12.73 2.18 20.68
long 20/07/20 20/06/22 700 98.36 131.56 33.20 33.76 199.35
Visa long 19/12/11 24/08/15 1344 24.65 68.36 43.72 177.38 177.38
American Express short 4/02/08 29/06/09 511 47.66 24.00 94.64 46.98 98.58 98.58
Microsoft short 16/08/10 11/10/10 56 24.50 24.59 24.41 -0.09 -0.37 -0.37
Exxon Mobil short 9/03/20 20/07/20 133 41.86 42.50 41.22 -0.64 -1.53 -1.53
Walgreens Boots short 30/10/23 29/01/24 91 21.10 22.72 19.48 -1.62 -7.68 -7.68
Boeing long 6/02/23 30/10/23 266 206.81 182.35 -24.46 -11.83 -11.83
salesforce.com long 29/01/24 12/08/24 196 287.86 251.31 -36.55 -12.70 -12.70
Goldman Sachs long 29/06/09 16/08/10 413 149.36 147.76 -1.60 -1.07
short 22/08/11 19/12/11 119 106.51 87.70 129.35 22.84 21.45
short 24/12/18 29/04/19 126 156.35 206.92 105.78 -50.57 -32.34 -18.71
Walt Disney long 29/04/19 9/03/20 315 139.30 104.35 -34.95 -25.09
short 20/06/22 6/02/23 231 94.34 109.87 78.81 -15.53 -16.46 -37.42
Chevron short 24/08/15 30/05/16 280 72.12 101.97 42.27 -29.85 -41.39
long 30/05/16 24/12/18 938 101.97 100.99 -0.98 -0.96 -41.95
Annotations
26/02/24 Walmart stock split 1:3 (three for one)
26/06/18 DJIA Walgreens Boots replaces General Electric
24/12/15 Nike stock split 1:2 (two for one)
8/07/15 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.
19/03/15 Visa forward stock split 1:4 (four for one)
18/03/15 DJIA Apple replaces AT&T
23/09/13 DJIA Goldman Sachs, Nike and Visa replace Alcoa, Bank of America and Hewlett-Packard
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