Assessment - Dow Jones Industrial Avgerage - 4/12/23 - RS = 12
⇐
⇓ instrument
freshest
⇓ Δday
4/12/23
⇓ Δwk
11/09/23
prc diff
⇓ Δ12
∅-RS
DJIA
36,202.800
Fri
0.24
36,204.400
34,663.700
1,540.700
4.44
6.87
salesforce.com
250.680
Fri
0.74
250.660
0.01
225.310
25.350
11.25
33.43
L
Intel
42.775
Fri
1.48
42.350
1.00
38.590
3.760
9.74
32.81
L
Microsoft
372.180
Fri
0.33
369.140
0.82
337.940
31.200
9.23
24.13
L
IBM
161.140
Fri
0.57
161.100
0.02
148.380
12.720
8.57
17.06
L
Apple
194.530
Fri
0.13
189.430
2.69
179.360
10.070
5.61
14.26
Boeing
240.750
Fri
1.44
234.870
2.50
211.010
23.860
11.31
14.04
JP Morgan Chase
158.030
Fri
0.79
157.990
0.03
144.460
13.530
9.37
11.78
Visa
254.580
Fri
-0.48
254.440
0.06
247.220
7.220
2.92
10.47
L
UnitedHealth
545.273
Fri
-0.55
548.280
-0.55
479.380
68.900
14.37
9.75
L
Amgen
270.610
Fri
-0.26
272.540
-0.71
261.720
10.820
4.13
9.56
American Express
168.475
Fri
-0.09
173.250
-2.76
157.830
15.420
9.77
8.20
Home Depot
326.900
Fri
0.22
324.020
0.89
328.370
-4.350
-1.32
5.58
L
Verizon
38.381
Fri
-0.69
38.040
0.90
33.940
4.100
12.08
5.22
L
Travelers Companies
181.895
Fri
-0.01
183.190
-0.71
161.130
22.060
13.69
4.91
Caterpillar
261.055
Fri
1.42
254.750
2.47
282.050
-27.300
-9.68
4.29
L
Goldman Sachs
348.760
Fri
1.20
349.390
-0.18
324.650
24.740
7.62
4.21
L
Nike
115.790
Fri
0.85
115.150
0.56
96.790
18.360
18.97
3.44
McDonald´s
287.145
Fri
0.12
286.130
0.35
279.760
6.370
2.28
3.29
Procter & Gamble
145.210
Fri
-0.88
152.060
-4.50
154.750
-2.690
-1.74
2.01
Walmart
151.680
Fri
-0.51
154.300
-1.70
164.340
-10.040
-6.11
1.44
L
Honeywell
196.950
Fri
-0.42
198.360
-0.71
186.210
12.150
6.52
0.83
L
Walt Disney
93.415
Fri
1.48
92.010
1.53
82.520
9.490
11.50
0.33
L
3M
104.700
Fri
1.37
103.440
1.22
107.890
-4.450
-4.12
-0.85
Johnson & Johnson
154.595
Fri
-0.52
158.880
-2.70
162.660
-3.780
-2.32
-1.84
⇓ instrument
freshest
⇓ Δday
4/12/23
⇓ Δwk
11/09/23
prc diff
⇓ Δ12
∅-RS
Dow
51.425
Fri
0.70
52.100
-1.30
53.670
-1.570
-2.93
-2.17
Coca-Cola
58.565
Fri
-0.30
58.570
-0.01
58.880
-0.310
-0.53
-2.76
S
Merck (MSD)
103.295
Fri
-0.56
105.060
-1.68
108.600
-3.540
-3.26
-3.51
S
Cisco Systems
48.358
Fri
0.20
48.050
0.64
56.840
-8.790
-15.46
-5.12
S
Chevron
144.080
Fri
1.17
144.870
-0.55
163.760
-18.890
-11.54
-10.77
Walgreens Boots
23.060
Fri
0.65
20.790
10.92
21.430
-0.640
-2.99
-29.08
DJIA - 30 out of 30 instruments rated - 4/12/23 / 11/09/23 - 18 did rise, Market-Ratio(12) = 60.00 %
Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage * L12 - 37/26 (1)
⇐
L/S date buy date sell days instrument spl pieces prc buy prc sell prc diff d % asset yield
2/01/06
31/07/06
210
- cash -
long
31/07/06
5/03/07
217
Merck (MSD)
100
248
40.270
44.250
3.980
10
10,987
17
5/03/07
12/03/07
7
- cash -
12/03/07
21/01/08
315
Apple
100
3,423
3.210
5.559
2.349
73
19,028
89
21/01/08
7/04/08
77
- cash -
7/04/08
30/06/08
84
Apple
100
3,417
5.568
5.980
0.413
7
20,437
36
30/06/08
22/09/08
84
- cash -
22/09/08
6/10/08
14
Walmart
100
347
58.890
57.900
-0.990
-2
20,094
-36
6/10/08
19/01/09
105
- cash -
19/01/09
26/01/09
7
McDonald´s
100
352
57.070
58.400
1.330
2
20,562
232
26/01/09
9/02/09
14
- cash -
9/02/09
16/02/09
7
UnitedHealth
100
696
29.520
28.420
-1.100
-4
19,796
-86
16/02/09
6/04/09
49
- cash -
6/04/09
8/02/10
308
Goldman Sachs
100
169
116.650
151.100
34.450
30
25,618
36
8/02/10
15/02/10
7
- cash -
15/02/10
31/05/10
105
American Express
100
646
39.620
39.190
-0.430
-1
25,340
-4
31/05/10
2/08/10
63
- cash -
2/08/10
8/08/11
371
Apple
100
2,709
9.352
12.615
3.263
35
34,179
34
8/08/11
24/10/11
77
- cash -
24/10/11
24/08/15
1400
Visa
100
1,451
23.553
68.360
44.808
190
99,195
32
24/08/15
19/10/15
56
- cash -
19/10/15
18/01/16
91
Nike
100
1,489
66.605
57.560
-9.045
-14
85,727
-44
18/01/16
7/03/16
49
- cash -
7/03/16
2/04/18
756
McDonald´s
100
731
117.150
157.720
40.570
35
115,384
15
2/04/18
30/04/18
28
- cash -
30/04/18
17/12/18
231
Boeing
100
345
333.560
316.130
-17.430
-5
109,370
-8
17/12/18
21/01/19
35
- cash -
21/01/19
28/01/19
7
Merck (MSD)
100
1,441
75.870
72.920
-2.950
-4
105,119
-87
28/01/19
4/02/19
7
- cash -
4/02/19
9/03/20
399
Procter & Gamble
100
1,072
98.030
116.060
18.030
18
124,447
17
9/03/20
1/06/20
84
- cash -
1/06/20
13/06/22
742
Apple
100
1,546
80.463
131.880
51.418
64
203,939
28
13/06/22
1/08/22
49
- cash -
1/08/22
26/09/22
56
Chevron
100
1,270
160.510
140.960
-19.550
-12
179,110
-57
26/09/22
31/10/22
35
- cash -
31/10/22
16/10/23
350
Chevron
100
990
180.900
165.400
-15.500
-9
163,765
-9
16/10/23
13/11/23
28
- cash -
13/11/23
8/12/23
25
Microsoft
100
446
366.680
372.180
5.500
1
166,218
24
accum 31/07/06
8/12/23 5488
days out of 6552 invested (84%)
1,562
166,218
21
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Apple long 12/03/07 21/01/08 315 3.21 5.56 2.35 73.19
7/04/08 30/06/08 84 5.57 5.98 0.41 7.41
2/08/10 8/08/11 371 9.35 12.61 3.26 34.89
1/06/20 13/06/22 742 80.46 131.88 51.42 63.90 311.27
Visa 24/10/11 24/08/15 1400 23.55 68.36 44.81 190.25 190.25
McDonald´s 19/01/09 26/01/09 7 57.07 58.40 1.33 2.33
7/03/16 2/04/18 756 117.15 157.72 40.57 34.63 37.77
Goldman Sachs 6/04/09 8/02/10 308 116.65 151.10 34.45 29.53 29.53
Procter & Gamble 4/02/19 9/03/20 399 98.03 116.06 18.03 18.39 18.39
Merck (MSD) 31/07/06 5/03/07 217 40.27 44.25 3.98 9.88
21/01/19 28/01/19 7 75.87 72.92 -2.95 -3.89 5.61
Microsoft 13/11/23 8/12/23 25 366.68 372.18 5.50 1.50 1.50
American Express 15/02/10 31/05/10 105 39.62 39.19 -0.43 -1.09 -1.09
Walmart 22/09/08 6/10/08 14 58.89 57.90 -0.99 -1.68 -1.68
UnitedHealth 9/02/09 16/02/09 7 29.52 28.42 -1.10 -3.73 -3.73
Boeing 30/04/18 17/12/18 231 333.56 316.13 -17.43 -5.23 -5.23
Nike 19/10/15 18/01/16 91 66.61 57.56 -9.05 -13.58 -13.58
Chevron 1/08/22 26/09/22 56 160.51 140.96 -19.55 -12.18
31/10/22 16/10/23 350 180.90 165.40 -15.50 -8.57 -19.70
Annotations
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
write an annotation