Share-o-matic - Assessment DJIA (Dow Jones Industrial Avgerage)

Assessment - Dow Jones Industrial Avgerage - 4/15/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	∅-RS
		DJIA	37,945.000	14:00	0.51	37,735.100	0.56	33,984.500	3,750.600	11.04	6.22
	L	Caterpillar	359.545	14:00	0.34	363.910	-1.20	270.790	93.120	34.39	36.14
		American Express	219.840	14:00	1.00	218.400	0.66	152.790	65.610	42.94	26.64
		Travelers Companies	210.360	14:01	1.83	221.060	-4.84	167.650	53.410	31.86	21.44
	L	Walt Disney	113.105	14:01	0.15	112.950	0.14	85.710	27.240	31.78	21.44
		IBM	182.670	14:01	-0.23	181.250	0.78	139.210	42.040	30.20	20.60
		JP Morgan Chase	181.610	14:01	0.85	182.890	-0.70	147.850	35.040	23.70	17.82
		Microsoft	408.500	14:01	-0.81	413.640	-1.24	332.640	81.000	24.35	17.59
		salesforce.com	274.845	14:01	-0.53	272.900	0.71	208.530	64.370	30.87	17.50
	L	Goldman Sachs	407.000	14:01	0.77	400.880	1.53	314.390	86.490	27.51	15.63
		Merck (MSD)	124.825	14:01	-0.43	126.190	-1.08	104.140	22.050	21.17	12.57
	L	Walmart	59.470	14:02	-0.30	59.930	-0.77	53.737	6.193	11.53	11.92
		Verizon	39.995	14:01	0.54	40.110	-0.29	31.250	8.860	28.35	10.25
		Visa	272.630	14:01	-0.02	271.280	0.50	240.070	31.210	13.00	9.21
	L	Dow	56.760	14:01	-0.11	57.320	-0.98	50.190	7.130	14.21	7.39
		Home Depot	335.680	14:01	0.86	337.930	-0.67	297.330	40.600	13.65	4.81
		Procter & Gamble	156.640	14:01	0.44	155.450	0.77	146.070	9.380	6.42	2.17
		Amgen	265.310	14:00	0.47	265.510	-0.08	286.880	-21.370	-7.45	2.07
	L	Chevron	157.400	14:01	0.64	157.590	-0.12	165.400	-7.810	-4.72	1.29
	S	Honeywell	190.890	14:01	0.28	194.040	-1.62	186.230	7.810	4.19	-0.93
		Coca-Cola	58.790	14:01	0.48	58.140	1.12	53.430	4.710	8.82	-2.39
	S	Intel	35.224	14:01	-1.28	36.310	-2.99	36.560	-0.250	-0.68	-2.91
	S	Apple	167.724	14:00	-0.16	172.690	-2.88	178.720	-6.030	-3.37	-4.65
	S	Cisco Systems	48.235	14:01	0.93	48.240	-0.01	54.160	-5.920	-10.93	-5.28
	S	McDonald´s	270.290	14:01	0.13	266.230	1.52	249.940	16.290	6.52	-6.19
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	∅-RS
	S	Johnson & Johnson	144.550	14:01	-0.15	147.590	-2.06	157.530	-9.940	-6.31	-7.28
		3M	91.605	14:00	0.71	91.300	0.33	89.940	1.360	1.51	-8.01
	S	UnitedHealth	496.740	14:01	3.71	445.630	11.47	538.030	-92.400	-17.17	-11.57
	S	Nike	95.140	14:01	0.32	93.100	2.19	102.040	-8.940	-8.76	-11.83
	S	Boeing	171.280	14:00	0.63	167.820	2.06	184.930	-17.110	-9.25	-19.82
	S	Walgreens Boots	17.610	14:01	-0.11	17.650	-0.23	22.780	-5.130	-22.52	-28.28
DJIA - 30 out of 30 instruments rated - 4/15/24 / 10/16/23 - 20 did rise, Market-Ratio(26) = 66.67 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJIA RS = 26 - B/S = 60/40

1/06/20	scale up chart	4/15/24

Transactions Dow Jones Industrial Avgerage * 26 - 60/40 (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		1/14/08	742		- cash -
short	1/14/08	5/18/09	490		Home Depot	100	393	25.390	26.020	24.760	-0.630	-2	9,752	-2
long	5/18/09	7/06/09	49		Goldman Sachs	100	68	143.150	146.460		3.310	2	9,977	19
short	7/06/09	7/20/09	14		General Electric	100	108	91.840	93.360	90.320	-1.520	-2	9,813	-35
long	7/20/09	5/24/10	308		Goldman Sachs	100	61	160.030	136.690		-23.340	-15	8,390	-17
short	5/24/10	7/26/10	63		Goldman Sachs	100	61	136.690	148.200	125.180	-11.510	-8	7,687	-40
long	7/26/10	8/23/10	28		Apple	100	830	9.260	8.779		-0.481	-5	7,288	-50
short	8/23/10	11/08/10	77		Microsoft	100	300	24.280	26.810	21.750	-2.530	-10	6,529	-41
long	11/08/10	8/08/11	273		Apple	100	573	11.379	12.615		1.235	11	7,237	15
short	8/08/11	12/26/11	140		Cisco Systems	100	519	13.940	18.580	9.300	-4.640	-33	4,829	-65
long	12/26/11	8/24/15	1337		Visa	100	189	25.478	68.360		42.883	168	12,934	31
short	8/24/15	2/22/16	182		Chevron	100	179	72.120	88.820	55.420	-16.700	-23	9,944	-41
long	2/22/16	6/25/18	854		McDonald´s	100	84	117.670	159.810		42.140	36	13,484	14
short	6/25/18	8/06/18	42		General Electric	100	132	102.000	104.800	99.200	-2.800	-3	13,114	-21
long	8/06/18	12/24/18	140		Nike	100	164	79.510	68.100		-11.410	-14	11,243	-33
short	12/24/18	2/11/19	49		Goldman Sachs	100	71	156.350	198.500	114.200	-42.150	-27	8,250	-90
long	2/11/19	3/09/20	392		Merck (MSD)	100	103	79.810	78.960		-0.850	-1	8,163	-1
short	3/09/20	9/07/20	182		Exxon Mobil	100	195	41.860	39.080	44.838	2.978	7	8,744	15
long	9/07/20	2/14/22	525		Apple	100	72	120.960	168.880		47.920	40	12,194	26
short	2/14/22	12/05/22	294		salesforce.com	100	59	206.400	133.930	318.084	111.684	54	18,783	71
long	12/05/22	7/17/23	224		Merck (MSD)	100	170	110.010	105.570		-4.440	-4	18,028	-6
short	7/17/23	7/24/23	7		Verizon	100	573	31.460	33.980	28.940	-2.520	-8	16,584	-99
long	7/24/23	10/23/23	91		salesforce.com	100	73	225.660	202.000		-23.660	-10	14,857	-36
short	10/23/23	11/27/23	35		Walgreens Boots	100	676	21.960	20.110	23.980	2.020	9	16,223	150
long	11/27/23	4/18/24	143		Intel	100	368	44.080	35.224		-8.856	-20	12,964	-44
accum	1/14/08	4/18/24	5939	days out of 6681 invested (89%)							30		12,964	2

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Visa	long	12/26/11	8/24/15	1337	25.48	68.36		42.88	168.32	168.32
Apple	long	7/26/10	8/23/10	28	9.26	8.78		-0.48	-5.20
	long	11/08/10	8/08/11	273	11.38	12.61		1.24	10.86
	long	9/07/20	2/14/22	525	120.96	168.88		47.92	39.62	46.73
salesforce.com	short	2/14/22	12/05/22	294	206.40	133.93	318.08	111.68	54.11
	long	7/24/23	10/23/23	91	225.66	202.00		-23.66	-10.48	37.95
McDonald´s	long	2/22/16	6/25/18	854	117.67	159.81		42.14	35.81	35.81
Walgreens Boots	short	10/23/23	11/27/23	35	21.96	20.11	23.98	2.02	9.20	9.20
Exxon Mobil	short	3/09/20	9/07/20	182	41.86	39.08	44.84	2.98	7.11	7.11
Home Depot	short	1/14/08	5/18/09	490	25.39	26.02	24.76	-0.63	-2.48	-2.48
General Electric	short	7/06/09	7/20/09	14	91.84	93.36	90.32	-1.52	-1.66
	short	6/25/18	8/06/18	42	102.00	104.80	99.20	-2.80	-2.75	-4.35
Merck (MSD)	long	2/11/19	3/09/20	392	79.81	78.96		-0.85	-1.07
	long	12/05/22	7/17/23	224	110.01	105.57		-4.44	-4.04	-5.06
Verizon	short	7/17/23	7/24/23	7	31.46	33.98	28.94	-2.52	-8.01	-8.01
Microsoft	short	8/23/10	11/08/10	77	24.28	26.81	21.75	-2.53	-10.42	-10.42
Nike	long	8/06/18	12/24/18	140	79.51	68.10		-11.41	-14.35	-14.35
Intel	long	11/27/23	4/18/24	143	44.08	35.22		-8.86	-20.09	-20.09
Chevron	short	8/24/15	2/22/16	182	72.12	88.82	55.42	-16.70	-23.16	-23.16
Cisco Systems	short	8/08/11	12/26/11	140	13.94	18.58	9.30	-4.64	-33.29	-33.29
Goldman Sachs	long	5/18/09	7/06/09	49	143.15	146.46		3.31	2.31
	long	7/20/09	5/24/10	308	160.03	136.69		-23.34	-14.58
	short	5/24/10	7/26/10	63	136.69	148.20	125.18	-11.51	-8.42
	short	12/24/18	2/11/19	49	156.35	198.50	114.20	-42.15	-26.96	-41.54

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


	is taking down something concerning