Assessment - Dow Jones Composite Average in Pound sterling - 12/02/24 - RS = 21

 ⇐ 

								⇓instrument	freshest		⇓ Δday	12/02/24	⇓ Δwk	18/09/23	prc diff	Δ21		⇓∅-RS
								DJCA	9,995.284	12/08/24	-0.32	9,869.916		9,289.384	580.532	6.25		7.57
								Uber Technologies	54.782	12/08/24	1.05	54.672		37.509	17.162	45.76		58.07
								Matson	102.928	12/08/24	0.73	95.470		70.244	25.226	35.91		46.80
						S		salesforce.com	198.778	12/08/24	-0.48	227.260		173.392	53.868	31.07		33.08
								American Express	187.499	12/08/24	-0.34	167.891		128.738	39.153	30.41		26.69
								Travelers Companies	165.889	12/08/24	-1.29	169.813		134.560	35.252	26.20		20.76
								Walt Disney	67.984	12/08/24	-0.30	86.445		68.567	17.878	26.07		18.56
								IBM	149.872	12/08/24	-1.03	147.246		117.011	30.235	25.84		29.89
								Microsoft	321.773	12/08/24	0.19	328.457		265.379	63.078	23.77		25.92
								Norfolk Southern	187.601	12/08/24	-1.02	200.842		164.626	36.216	22.00		16.39
								Verizon	32.058	12/08/24	-0.54	31.718		27.041	4.677	17.29		9.81
						S		CSX	26.497	12/08/24	-1.47	29.163		25.081	4.082	16.27		14.49
								JP Morgan Chase	163.089	12/08/24	0.19	139.044		120.262	18.782	15.62		18.21
								Merck (MSD)	89.759	12/08/24	-0.93	99.140		86.954	12.186	14.01		13.16
						S		Union Pacific	187.261	12/08/24	-0.32	195.685		171.900	23.785	13.84		14.83
						S		Intel	15.313	12/08/24	-1.78	34.826		30.638	4.188	13.67		25.16
								Home Depot	273.524	12/08/24	-0.81	289.059		255.862	33.196	12.97		16.10
								Ryder System	104.281	12/08/24	-1.29	94.078		83.414	10.664	12.78		23.18
								Caterpillar	265.788	12/08/24	-0.66	254.399		226.571	27.827	12.28		26.45
						L		Goldman Sachs	384.014	12/08/24	-0.97	310.565		276.879	33.686	12.17		14.76
						S		American Airlines	7.601	12/08/24	-2.54	11.809		10.573	1.236	11.69		3.79
								Southwest Airlines	20.075	12/08/24	0.20	25.936		23.452	2.483	10.59		8.18
								Visa	205.564	12/08/24	0.05	217.571		197.312	20.259	10.27		13.67
								Nike	59.038	12/08/24	0.40	84.776		77.026	7.749	10.06		-3.07
						L		Amgen	253.109	12/08/24	-0.77	232.884		212.224	20.660	9.74		14.95
								⇓instrument	freshest		⇓ Δday	12/02/24	⇓ Δwk	18/09/23	prc diff	Δ21		⇓∅-RS
						S		J.B. Hunt	128.746	12/08/24	-0.20	171.307		156.730	14.577	9.30		16.09
								Expeditors Wash	94.212	12/08/24	0.03	100.097		94.962	5.134	5.41		7.19
						S		UnitedHealth	447.125	12/08/24	1.17	409.436		391.995	17.441	4.45		1.78
						L		Apple	172.059	12/08/24	0.71	148.029		143.528	4.501	3.14		4.35
						S		Old Dominion FL	150.774	12/08/24	-1.35	169.702		165.263	4.439	2.69		14.73
								Delta Air Lines	30.895	12/08/24	-0.61	32.097		31.364	0.734	2.34		5.20
								Landstar System	146.416	12/08/24	-1.04	153.012		149.520	3.492	2.34		4.21
						S		McDonald´s	213.134	12/08/24	0.58	228.937		223.974	4.963	2.22		1.61
						L		Walmart	54.339	12/08/24	1.10	44.901		43.931	0.969	2.21		8.63
								FirstEnergy	33.379	12/08/24	0.55	29.875		29.654	0.221	0.74		-0.96
								Dow	41.304	12/08/24	-0.84	43.337		43.050	0.287	0.67		1.93
						L		Coca-Cola	53.920	12/08/24	-0.74	47.221		47.017	0.203	0.43		-1.19
								Boeing	129.821	12/08/24	-2.25	165.573		165.424	0.149	0.09		-2.49
						L		Procter & Gamble	131.941	12/08/24	-2.19	124.269		124.237	0.031	0.03		3.94
						S		Walgreens Boots	8.068	12/08/24	-4.49	17.900		17.896	0.004	0.02		-16.65
						L		Xcel Energy	45.892	12/08/24	0.10	46.643		46.767	-0.124	-0.27		-6.58
						L		Honeywell	155.654	12/08/24	-0.73	156.097		156.827	-0.730	-0.47		-0.06
						L		Kirby	92.155	12/08/24	-0.14	67.074		67.937	-0.864	-1.27		10.00
								Atmos Energy	101.750	12/08/24	0.46	90.170		92.341	-2.171	-2.35		-1.54
						L		AES	13.217	12/08/24	0.30	13.352		13.775	-0.423	-3.07		-12.70
						S		FedEx	220.798	12/08/24	0.63	193.344		201.054	-7.710	-3.84		0.31
								Consolidated Edison	80.631	12/08/24	0.91	70.752		73.849	-3.097	-4.19		-3.84
						L		Duke Energy	89.672	12/08/24	0.62	73.283		76.583	-3.300	-4.31		-1.73
						S		Johnson & Johnson	126.460	12/08/24	-0.46	124.854		131.028	-6.174	-4.71		-1.98
						L		PSEG	63.681	12/08/24	0.81	46.928		49.461	-2.533	-5.12		-4.22
								⇓instrument	freshest		⇓ Δday	12/02/24	⇓ Δwk	18/09/23	prc diff	Δ21		⇓∅-RS
						L		AEP	76.834	12/08/24	-0.40	61.371		64.703	-3.332	-5.15		-7.35
								United Airlines	31.971	12/08/24	-2.51	34.027		35.993	-1.966	-5.46		-5.05
						L		Southern	68.972	12/08/24	0.46	54.031		57.219	-3.188	-5.57		-2.64
						L		Sempra	62.478	12/08/24	0.74	55.913		59.284	-3.371	-5.69		-4.53
								Alaska Air Group	27.360	12/08/24	-0.26	29.527		31.356	-1.829	-5.83		-10.22
						L		3M	97.574	12/08/24	-0.65	74.849		81.486	-6.637	-8.15		-7.64
						S		UPS	98.760	12/08/24	-0.76	116.628		127.778	-11.150	-8.73		-12.87
								Dominion Resources	43.282	12/08/24	0.46	35.767		39.219	-3.451	-8.80		-10.00
								Edison International	65.184	12/08/24	0.52	51.713		57.437	-5.724	-9.97		-5.50
								Chevron	114.706	12/08/24	0.02	120.290		134.859	-14.569	-10.80		-4.23
						L		American Water	112.760	12/08/24	0.20	97.795		111.632	-13.837	-12.40		-10.60
						S		Cisco Systems	35.483	12/08/24	-1.34	39.540		45.251	-5.711	-12.62		-3.24
						L		C.H. Robinson	78.068	12/08/24	0.20	59.924		70.825	-10.901	-15.39		-17.89
								Avis Budget	65.737	12/08/24	-4.43	133.167		159.408	-26.241	-16.46		-12.94
						L		NextEra Energy	61.363	12/08/24	0.15	45.520		55.034	-9.514	-17.29		-14.27
								Exelon	29.187	12/08/24	-0.54	27.193		33.461	-6.267	-18.73		-14.55
DJCA - 65 out of 65 instruments rated - 12/02/24 / 18/09/23 - 39 did rise, Market-Ratio(21) in GBP = 60.00 %
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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