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	37,986.400	Fri	0.56	37,735.100	0.67	33,984.500	3,750.600	11.04	6.22
	L	Caterpillar	354.660	Fri	-0.55	363.910	-2.54	270.790	93.120	34.39	36.14
		American Express	231.040	Fri	6.23	218.400	5.79	152.790	65.610	42.94	26.64
		Travelers Companies	214.070	Fri	1.73	221.060	-3.16	167.650	53.410	31.86	21.44
	L	Walt Disney	112.610	Fri	0.16	112.950	-0.30	85.710	27.240	31.78	21.44
		IBM	181.580	Fri	0.06	181.250	0.18	139.210	42.040	30.20	20.60
		JP Morgan Chase	185.800	Fri	2.51	182.890	1.59	147.850	35.040	23.70	17.82
		Microsoft	399.120	Fri	-1.27	413.640	-3.51	332.640	81.000	24.35	17.59
		salesforce.com	270.370	Fri	-0.57	272.900	-0.93	208.530	64.370	30.87	17.50
	L	Goldman Sachs	404.000	Fri	0.22	400.880	0.78	314.390	86.490	27.51	15.63
		Merck (MSD)	125.780	Fri	0.44	126.190	-0.32	104.140	22.050	21.17	12.57
	L	Walmart	59.530	Fri	0.46	59.930	-0.67	53.737	6.193	11.53	11.92
		Verizon	40.490	Fri	0.90	40.110	0.95	31.250	8.860	28.35	10.25
		Visa	269.780	Fri	-0.59	271.280	-0.55	240.070	31.210	13.00	9.21
	L	Dow	56.660	Fri	0.30	57.320	-1.15	50.190	7.130	14.21	7.39
		Home Depot	335.360	Fri	0.74	337.930	-0.76	297.330	40.600	13.65	4.81
		Procter & Gamble	158.140	Fri	0.54	155.450	1.73	146.070	9.380	6.42	2.17
		Amgen	268.930	Fri	2.35	265.510	1.29	286.880	-21.370	-7.45	2.07
	L	Chevron	160.000	Fri	1.54	157.590	1.53	165.400	-7.810	-4.72	1.29
	S	Honeywell	194.260	Fri	1.66	194.040	0.11	186.230	7.810	4.19	-0.93
		Coca-Cola	60.170	Fri	2.14	58.140	3.49	53.430	4.710	8.82	-2.39
	S	Intel	34.200	Fri	-2.40	36.310	-5.81	36.560	-0.250	-0.68	-2.91
	S	Apple	165.000	Fri	-1.22	172.690	-4.45	178.720	-6.030	-3.37	-4.65
	S	Cisco Systems	48.320	Fri	0.44	48.240	0.17	54.160	-5.920	-10.93	-5.28
	S	McDonald´s	271.990	Fri	0.37	266.230	2.16	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	147.910	Fri	1.49	147.590	0.22	157.530	-9.940	-6.31	-7.28
		3M	92.270	Fri	0.86	91.300	1.06	89.940	1.360	1.51	-8.01
	S	UnitedHealth	501.130	Fri	1.61	445.630	12.45	538.030	-92.400	-17.17	-11.57
	S	Nike	94.530	Fri	-1.26	93.100	1.54	102.040	-8.940	-8.76	-11.83
	S	Boeing	169.820	Fri	-0.24	167.820	1.19	184.930	-17.110	-9.25	-19.82
	S	Walgreens Boots	18.240	Fri	3.70	17.650	3.34	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 (2)

													⇐
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		American Express	50	112	44.500	26.130	75.785	31.285	70	13,504	49
					Home Depot	50	197	25.390	26.020	24.760	-0.630	-2	13,380	-2
100							34						24
long	5/18/09	7/06/09	49		JP Morgan Chase	50	179	37.260	32.600		-4.660	-13	12,546	-63
					Goldman Sachs	50	46	143.150	146.460		3.310	2	12,698	19
100							-5						-33
short	7/06/09	7/20/09	14		Caterpillar	50	200	31.700	36.650	26.750	-4.950	-16	11,708	-99
					General Electric	50	69	91.840	93.360	90.320	-1.520	-2	11,603	-35
100							-9						-91
long	7/20/09	5/24/10	308		Apple	50	1,062	5.461	8.813		3.352	61	15,163	76
					Goldman Sachs	50	36	160.030	136.690		-23.340	-15	14,322	-17
100							24						28
short	5/24/10	7/26/10	63		Exxon Mobil	50	118	60.190	60.390	59.990	-0.200	0	14,299	-2
					Goldman Sachs	50	52	136.690	148.200	125.180	-11.510	-8	13,700	-40
100							-4						-23
long	7/26/10	8/23/10	28		Caterpillar	50	97	69.990	66.840		-3.150	-5	13,395	-45
					Apple	50	746	9.260	8.779		-0.481	-5	13,036	-50
100							-5						-48
short	8/23/10	11/08/10	77		Microsoft	50	268	24.280	26.810	21.750	-2.530	-10	12,358	-41
					Visa	50	372	17.530	19.678	15.383	-2.148	-12	11,559	-46
100							-11						-43
long	11/08/10	8/08/11	273		Caterpillar	50	69	83.120	82.600		-0.520	-1	11,523	-1
					Apple	50	511	11.379	12.615		1.235	11	12,154	15
100							5						7
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	8/08/11	12/26/11	140		Cisco Systems	50	435	13.940	18.580	9.300	-4.640	-33	10,136	-65
					Goldman Sachs	50	51	117.660	91.900	150.641	32.981	28	11,818	90
100							-3						-7
long	12/26/11	8/24/15	1337		McDonald´s	50	58	100.550	92.870		-7.680	-8	11,372	-2
					Visa	50	234	25.478	68.360		42.883	168	21,407	31
100							81						18
short	8/24/15	2/22/16	182		Chevron	50	148	72.120	88.820	55.420	-16.700	-23	18,935	-41
					Exxon Mobil	50	156	68.720	82.390	55.050	-13.670	-20	16,803	-36
100							-22						-38
long	2/22/16	6/25/18	854		McDonald´s	50	71	117.670	159.810		42.140	36	19,795	14
					Microsoft	50	160	52.650	98.390		45.740	87	27,113	31
100							61						23
short	6/25/18	8/06/18	42		3M	50	69	195.800	206.700	184.900	-10.900	-6	26,361	-39
					General Electric	50	133	102.000	104.800	99.200	-2.800	-3	25,988	-21
100							-4						-31
long	8/06/18	12/24/18	140		Microsoft	50	120	108.130	94.130		-14.000	-13	24,308	-30
					Nike	50	163	79.510	68.100		-11.410	-14	22,449	-33
100							-14						-32
short	12/24/18	2/11/19	49		IBM	50	104	107.570	138.030	77.110	-30.460	-28	19,281	-92
					Goldman Sachs	50	72	156.350	198.500	114.200	-42.150	-27	16,246	-90
100							-28						-91
long	2/11/19	3/09/20	392		Boeing	50	19	417.970	227.170		-190.800	-46	12,621	-43
					Merck (MSD)	50	104	79.810	78.960		-0.850	-1	12,532	-1
100							-23						-21
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	3/09/20	9/07/20	182		Boeing	50	27	227.170	171.050	301.703	74.533	33	14,545	77
					Exxon Mobil	50	152	41.860	39.080	44.838	2.978	7	14,997	15
100							20						43
long	9/07/20	2/14/22	525		Microsoft	50	34	214.250	295.000		80.750	38	17,743	25
					Apple	50	63	120.960	168.880		47.920	40	20,762	26
100							39						26
short	2/14/22	12/05/22	294		3M	50	65	158.010	124.630	200.330	42.320	27	23,513	34
					salesforce.com	50	50	206.400	133.930	318.084	111.684	54	29,097	71
100							40						52
long	12/05/22	7/17/23	224		Merck (MSD)	50	132	110.010	105.570		-4.440	-4	28,511	-6
					Amgen	50	51	284.910	227.840		-57.070	-20	25,600	-31
100							-12						-19
short	7/17/23	7/24/23	7		Verizon	50	406	31.460	33.980	28.940	-2.520	-8	24,577	-99
					Walgreens Boots	50	440	29.120	30.640	27.600	-1.520	-5	23,908	-94
100							-7						-97
long	7/24/23	10/23/23	91		Microsoft	50	34	345.110	329.320		-15.790	-5	23,371	-17
					salesforce.com	50	53	225.660	202.000		-23.660	-10	22,117	-36
100							-8						-27
short	10/23/23	11/27/23	35		3M	50	129	85.600	97.070	74.130	-11.470	-13	20,638	-78
					Walgreens Boots	50	504	21.960	20.110	23.980	2.020	9	21,656	150
100							-2						-20
long	11/27/23	4/19/24	144		Intel	50	245	44.080	34.200		-9.880	-22	19,235	-47
					Microsoft	50	28	378.610	399.120		20.510	5	19,810	14
100							-9						-20
accum	1/14/08	4/19/24	5941	days out of 6683 invested (89%)							98		19,810	4

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Visa	short	8/23/10	11/08/10	77	17.53	19.68	15.38	-2.15	-12.25	50	-6.13
	long	12/26/11	8/24/15	1337	25.48	68.36		42.88	168.32		84.16	72.88
Apple	long	7/20/09	5/24/10	308	5.46	8.81		3.35	61.38		30.69
	long	7/26/10	8/23/10	28	9.26	8.78		-0.48	-5.20		-2.60
	long	11/08/10	8/08/11	273	11.38	12.61		1.24	10.86		5.43
	long	9/07/20	2/14/22	525	120.96	168.88		47.92	39.62		19.81	60.78
Microsoft	short	8/23/10	11/08/10	77	24.28	26.81	21.75	-2.53	-10.42		-5.21
	long	2/22/16	6/25/18	854	52.65	98.39		45.74	86.88		43.44
	long	8/06/18	12/24/18	140	108.13	94.13		-14.00	-12.95		-6.47
	long	9/07/20	2/14/22	525	214.25	295.00		80.75	37.69		18.84
	long	7/24/23	10/23/23	91	345.11	329.32		-15.79	-4.58		-2.29
	long	11/27/23	4/19/24	144	378.61	399.12		20.51	5.42		2.71	51.67
American Express	short	1/14/08	5/18/09	490	44.50	26.13	75.78	31.28	70.30		35.15	35.15
salesforce.com	short	2/14/22	12/05/22	294	206.40	133.93	318.08	111.68	54.11		27.06
	long	7/24/23	10/23/23	91	225.66	202.00		-23.66	-10.48		-5.24	20.39
McDonald´s	long	12/26/11	8/24/15	1337	100.55	92.87		-7.68	-7.64		-3.82
	long	2/22/16	6/25/18	854	117.67	159.81		42.14	35.81		17.91	13.40
3M	short	6/25/18	8/06/18	42	195.80	206.70	184.90	-10.90	-5.57		-2.78
	short	2/14/22	12/05/22	294	158.01	124.63	200.33	42.32	26.78		13.39
	short	10/23/23	11/27/23	35	85.60	97.07	74.13	-11.47	-13.40		-6.70	2.85
Walgreens Boots	short	7/17/23	7/24/23	7	29.12	30.64	27.60	-1.52	-5.22		-2.61
	short	10/23/23	11/27/23	35	21.96	20.11	23.98	2.02	9.20		4.60	1.87
Home Depot	short	1/14/08	5/18/09	490	25.39	26.02	24.76	-0.63	-2.48		-1.24	-1.24
General Electric	short	7/06/09	7/20/09	14	91.84	93.36	90.32	-1.52	-1.66		-0.83
	short	6/25/18	8/06/18	42	102.00	104.80	99.20	-2.80	-2.75		-1.37	-2.19
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Merck (MSD)	long	2/11/19	3/09/20	392	79.81	78.96		-0.85	-1.07		-0.53
	long	12/05/22	7/17/23	224	110.01	105.57		-4.44	-4.04		-2.02	-2.54
Verizon	short	7/17/23	7/24/23	7	31.46	33.98	28.94	-2.52	-8.01		-4.01	-4.01
JP Morgan Chase	long	5/18/09	7/06/09	49	37.26	32.60		-4.66	-12.51		-6.25	-6.25
Exxon Mobil	short	5/24/10	7/26/10	63	60.19	60.39	59.99	-0.20	-0.33		-0.17
	short	8/24/15	2/22/16	182	68.72	82.39	55.05	-13.67	-19.89		-9.95
	short	3/09/20	9/07/20	182	41.86	39.08	44.84	2.98	7.11		3.56	-6.90
Nike	long	8/06/18	12/24/18	140	79.51	68.10		-11.41	-14.35		-7.18	-7.18
Amgen	long	12/05/22	7/17/23	224	284.91	227.84		-57.07	-20.03		-10.02	-10.02
Caterpillar	short	7/06/09	7/20/09	14	31.70	36.65	26.75	-4.95	-15.62		-7.81
	long	7/26/10	8/23/10	28	69.99	66.84		-3.15	-4.50		-2.25
	long	11/08/10	8/08/11	273	83.12	82.60		-0.52	-0.63		-0.31	-10.16
Boeing	long	2/11/19	3/09/20	392	417.97	227.17		-190.80	-45.65		-22.82
	short	3/09/20	9/07/20	182	227.17	171.05	301.70	74.53	32.81		16.40	-10.16
Intel	long	11/27/23	4/19/24	144	44.08	34.20		-9.88	-22.41		-11.21	-11.21
Goldman Sachs	long	5/18/09	7/06/09	49	143.15	146.46		3.31	2.31		1.16
	long	7/20/09	5/24/10	308	160.03	136.69		-23.34	-14.58		-7.29
	short	5/24/10	7/26/10	63	136.69	148.20	125.18	-11.51	-8.42		-4.21
	short	8/08/11	12/26/11	140	117.66	91.90	150.64	32.98	28.03		14.02
	short	12/24/18	2/11/19	49	156.35	198.50	114.20	-42.15	-26.96		-13.48	-11.38
Chevron	short	8/24/15	2/22/16	182	72.12	88.82	55.42	-16.70	-23.16		-11.58	-11.58
IBM	short	12/24/18	2/11/19	49	107.57	138.03	77.11	-30.46	-28.32		-14.16	-14.16
Cisco Systems	short	8/08/11	12/26/11	140	13.94	18.58	9.30	-4.64	-33.29		-16.64	-16.64

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