Assessment - Dow Jones Industrial Avgerage - 1/07/24 - RS = 25
⇐
⇓ instrument
freshest
⇓ Δday
1/07/24
⇓ Δwk
8/01/24
prc diff
⇓ Δ25
∅-RS
DJIA
39,357.000
12/08
-0.36
39,169.500
0.48
37,683.000
1,486.500
3.94
6.52
American Express
237.050
12/08
-0.34
233.810
1.39
189.210
44.600
23.57
24.48
L
Goldman Sachs
485.500
12/08
-0.97
463.660
4.71
388.860
74.800
19.24
24.06
L
Walmart
68.700
12/08
1.10
67.480
1.81
52.750
14.730
27.92
21.39
Microsoft
406.810
12/08
0.19
456.730
-10.93
374.690
82.040
21.90
21.25
JP Morgan Chase
206.190
12/08
0.19
205.450
0.36
172.020
33.430
19.43
18.62
L
Apple
217.530
12/08
0.71
216.750
0.36
185.560
31.190
16.81
18.50
L
Amgen
320.000
12/08
-0.77
311.010
2.89
310.880
0.130
0.04
11.69
Merck (MSD)
113.480
12/08
-0.93
127.900
-11.27
117.380
10.520
8.96
11.58
Caterpillar
336.030
12/08
-0.66
329.080
2.11
292.250
36.830
12.60
11.20
Travelers Companies
209.730
12/08
-1.29
202.970
3.33
192.310
10.660
5.54
10.84
L
Procter & Gamble
166.810
12/08
-2.19
162.720
2.51
148.690
14.030
9.44
8.63
L
Honeywell
196.790
12/08
-0.73
210.950
-6.71
202.660
8.290
4.09
7.95
Walt Disney
85.950
12/08
-0.30
98.040
-12.33
91.550
6.490
7.09
7.11
IBM
189.480
12/08
-1.03
175.100
8.21
161.140
13.960
8.66
6.95
Verizon
40.530
12/08
-0.54
41.740
-2.90
40.100
1.640
4.09
6.94
Visa
259.890
12/08
0.05
263.240
-1.27
262.540
0.700
0.27
5.92
Home Depot
345.810
12/08
-0.81
336.190
2.86
347.930
-11.740
-3.37
5.89
L
Coca-Cola
68.170
12/08
-0.74
63.280
7.73
60.110
3.170
5.27
5.27
L
3M
123.360
12/08
-0.65
100.610
22.61
108.860
-8.250
-7.58
2.10
Dow
52.220
12/08
-0.84
52.630
-0.78
55.080
-2.450
-4.45
2.08
Chevron
145.020
12/08
0.02
156.520
-7.35
149.500
7.020
4.70
-1.57
S
UnitedHealth
565.290
12/08
1.17
494.650
14.28
536.520
-41.870
-7.80
-3.00
S
salesforce.com
251.310
12/08
-0.48
256.210
-1.91
260.870
-4.660
-1.79
-5.37
Nike
74.640
12/08
0.40
76.830
-2.85
103.620
-26.790
-25.85
-6.53
⇓ instrument
freshest
⇓ Δday
1/07/24
⇓ Δwk
8/01/24
prc diff
⇓ Δ25
∅-RS
S
Johnson & Johnson
159.880
12/08
-0.46
146.440
9.18
161.530
-15.090
-9.34
-7.04
S
McDonald´s
269.460
12/08
0.58
249.990
7.79
291.900
-41.910
-14.36
-9.22
S
Cisco Systems
44.860
12/08
-1.34
47.520
-5.60
50.460
-2.940
-5.83
-9.84
Boeing
164.130
12/08
-2.25
186.700
-12.09
229.000
-42.300
-18.47
-12.42
S
Intel
19.360
12/08
-1.78
30.840
-37.22
48.450
-17.610
-36.35
-17.91
S
Walgreens Boots
10.200
12/08
-4.49
11.580
-11.92
25.630
-14.050
-54.82
-31.24
DJIA - 30 out of 30 instruments rated - 1/07/24 / 8/01/24 - 18 did rise, Market-Ratio(25) = 60.00 %
Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage * L25 - 56 ex 5 (1)
⇐
L/S date buy date sell days instrument spl pieces prc buy prc sell prc diff d % asset yield long
2/01/06
16/01/06
14
salesforce.com
100
1,168
8.560
9.748
1.188
14
11,387
2,858
16/01/06
23/01/06
7
- cash -
23/01/06
30/01/06
7
salesforce.com
100
1,141
9.975
10.663
0.688
7
12,171
3,131
30/01/06
13/02/06
14
- cash -
13/02/06
15/05/06
91
salesforce.com
100
1,421
8.565
7.795
-0.770
-9
11,077
-31
15/05/06
28/08/06
105
- cash -
28/08/06
11/09/06
14
Merck (MSD)
100
270
40.950
41.290
0.340
1
11,169
24
11/09/06
18/09/06
7
- cash -
18/09/06
11/12/06
84
Merck (MSD)
100
273
40.800
44.010
3.210
8
12,045
39
11/12/06
5/03/07
84
Goldman Sachs
100
59
202.520
190.000
-12.520
-6
11,307
-24
5/03/07
23/04/07
49
salesforce.com
100
1,087
10.393
10.323
-0.070
-1
11,231
-5
23/04/07
21/05/07
28
Goldman Sachs
100
50
222.420
229.230
6.810
3
11,571
48
21/05/07
30/07/07
70
Apple
100
2,893
3.999
5.051
1.052
26
14,614
238
30/07/07
6/08/07
7
- cash -
6/08/07
13/08/07
7
Apple
100
3,025
4.830
4.564
-0.267
-6
13,808
-95
13/08/07
20/08/07
7
- cash -
20/08/07
12/11/07
84
Apple
100
3,163
4.365
5.491
1.126
26
17,370
171
12/11/07
10/12/07
28
- cash -
10/12/07
31/12/07
21
Apple
100
2,504
6.936
7.074
0.138
2
17,716
41
31/12/07
11/08/08
224
- cash -
11/08/08
18/08/08
7
Amgen
100
276
64.010
64.500
0.490
1
17,851
49
18/08/08
1/09/08
14
- cash -
1/09/08
8/09/08
7
Amgen
100
285
62.510
59.780
-2.730
-4
17,073
-90
8/09/08
20/04/09
224
- cash -
20/04/09
27/04/09
7
Home Depot
100
678
25.150
25.880
0.730
3
17,568
345
27/04/09
4/05/09
7
- cash -
4/05/09
29/06/09
56
Goldman Sachs
100
130
134.160
149.360
15.200
11
19,544
101
29/06/09
13/07/09
14
- cash -
13/07/09
7/12/09
147
Goldman Sachs
100
130
149.440
163.850
14.410
10
21,418
26
7/12/09
10/05/10
154
American Express
100
543
39.410
43.090
3.680
9
23,416
24
10/05/10
17/05/10
7
salesforce.com
100
1,095
21.373
21.310
-0.063
0
23,347
-14
17/05/10
26/07/10
70
- cash -
26/07/10
9/08/10
14
salesforce.com
100
933
25.018
26.015
0.998
4
24,278
177
9/08/10
25/10/10
77
- cash -
25/10/10
7/03/11
133
salesforce.com
100
862
28.138
32.005
3.868
14
27,612
42
7/03/11
25/07/11
140
Caterpillar
100
270
102.130
105.660
3.530
3
28,565
9
25/07/11
1/08/11
7
UnitedHealth
100
553
51.630
48.020
-3.610
-7
26,569
-98
1/08/11
26/12/11
147
- cash -
26/12/11
16/07/12
203
Visa
100
1,042
25.478
31.788
6.310
25
33,144
49
16/07/12
23/07/12
7
- cash -
23/07/12
3/09/12
42
Apple
100
1,536
21.565
24.106
2.541
12
37,046
163
L/S date buy date sell days instrument spl pieces prc buy prc sell prc diff d % asset yield
3/09/12
17/09/12
14
- cash -
17/09/12
24/09/12
7
Apple
100
1,482
24.992
24.671
-0.321
-1
36,570
-49
24/09/12
1/10/12
7
- cash -
1/10/12
29/10/12
28
Home Depot
100
603
60.570
61.380
0.810
1
37,059
19
29/10/12
5/11/12
7
- cash -
5/11/12
25/02/13
112
Home Depot
100
594
62.380
63.920
1.540
2
37,974
8
25/02/13
22/04/13
56
Goldman Sachs
100
257
147.650
139.520
-8.130
-6
35,884
-31
22/04/13
1/07/13
70
Walgreens Boots
100
721
49.720
44.340
-5.380
-11
32,005
-45
1/07/13
27/01/14
210
Boeing
100
310
103.240
137.360
34.120
33
42,582
64
27/01/14
10/02/14
14
- cash -
10/02/14
7/04/14
56
salesforce.com
100
697
61.040
53.970
-7.070
-12
37,655
-55
7/04/14
11/08/14
126
Walgreens Boots
100
578
65.100
61.990
-3.110
-5
35,857
-13
11/08/14
13/10/14
63
Intel
100
1,085
33.020
31.470
-1.550
-5
34,175
-24
13/10/14
20/10/14
7
- cash -
20/10/14
5/01/15
77
Apple
100
1,370
24.940
26.563
1.623
7
36,398
35
5/01/15
9/02/15
35
Amgen
100
230
157.990
150.010
-7.980
-5
34,563
-42
9/02/15
25/05/15
105
Apple
100
1,154
29.930
33.135
3.205
11
38,261
42
25/05/15
8/06/15
14
- cash -
8/06/15
15/06/15
7
UnitedHealth
100
327
116.900
118.980
2.080
2
38,941
151
15/06/15
20/07/15
35
- cash -
20/07/15
10/08/15
21
Walgreens Boots
100
407
95.650
93.950
-1.700
-2
38,250
-27
10/08/15
2/11/15
84
- cash -
2/11/15
9/11/15
7
Nike
100
583
65.595
65.240
-0.355
-1
38,043
-25
9/11/15
7/12/15
28
- cash -
7/12/15
14/12/15
7
Nike
100
578
65.800
63.930
-1.870
-3
36,962
-78
14/12/15
22/02/16
70
- cash -
22/02/16
25/04/16
63
McDonald´s
100
314
117.670
127.500
9.830
8
40,048
59
25/04/16
30/05/16
35
- cash -
30/05/16
20/06/16
21
salesforce.com
100
478
83.710
81.220
-2.490
-3
38,858
-41
20/06/16
4/07/16
14
- cash -
4/07/16
22/08/16
49
Johnson & Johnson
100
320
121.290
119.130
-2.160
-2
38,167
-13
22/08/16
17/10/16
56
Merck (MSD)
100
600
63.550
61.520
-2.030
-3
36,949
-19
17/10/16
24/10/16
7
- cash -
24/10/16
28/11/16
35
Caterpillar
100
423
87.290
92.910
5.620
6
39,326
92
28/11/16
5/12/16
7
- cash -
5/12/16
9/01/17
35
Goldman Sachs
100
169
231.380
242.890
11.510
5
41,271
66
9/01/17
23/01/17
14
- cash -
23/01/17
22/05/17
119
Goldman Sachs
100
177
232.670
216.020
-16.650
-7
38,324
-20
22/05/17
3/07/17
42
Apple
100
995
38.498
35.875
-2.623
-7
35,715
-46
3/07/17
7/05/18
308
Boeing
100
179
198.590
340.430
141.840
71
61,104
89
L/S date buy date sell days instrument spl pieces prc buy prc sell prc diff d % asset yield
7/05/18
14/05/18
7
- cash -
14/05/18
28/05/18
14
Intel
100
1,113
54.900
55.440
0.540
1
61,705
29
28/05/18
30/07/18
63
- cash -
30/07/18
13/08/18
14
salesforce.com
100
447
138.030
144.450
6.420
5
64,575
227
13/08/18
20/08/18
7
- cash -
20/08/18
15/10/18
56
Nike
100
785
82.180
74.990
-7.190
-9
58,931
-45
15/10/18
5/11/18
21
Apple
100
1,084
54.340
50.398
-3.943
-7
54,657
-73
5/11/18
10/12/18
35
Merck (MSD)
100
747
73.120
77.420
4.300
6
57,869
81
10/12/18
4/02/19
56
- cash -
4/02/19
18/02/19
14
Procter & Gamble
100
590
98.030
98.480
0.450
0
58,135
13
18/02/19
25/02/19
7
- cash -
25/02/19
11/03/19
14
Boeing
100
136
426.870
432.690
5.820
1
58,926
42
11/03/19
8/04/19
28
- cash -
8/04/19
21/10/19
196
Procter & Gamble
100
561
104.970
119.080
14.110
13
66,842
26
21/10/19
2/03/20
133
Apple
100
1,111
60.128
74.703
14.575
24
83,035
81
2/03/20
24/08/20
175
- cash -
24/08/20
22/02/21
182
Apple
100
659
125.857
126.000
0.143
0
83,129
0
22/02/21
5/07/21
133
Caterpillar
100
381
218.060
217.760
-0.300
0
83,015
0
5/07/21
20/09/21
77
Goldman Sachs
100
221
374.160
378.130
3.970
1
83,892
5
20/09/21
27/09/21
7
- cash -
27/09/21
4/10/21
7
Goldman Sachs
100
209
399.810
374.150
-25.660
-6
78,529
-97
4/10/21
11/10/21
7
- cash -
11/10/21
1/11/21
21
Goldman Sachs
100
203
385.240
416.700
31.460
8
84,916
291
1/11/21
8/11/21
7
- cash -
8/11/21
15/11/21
7
Microsoft
100
251
336.990
336.070
-0.920
0
84,685
-13
15/11/21
27/12/21
42
- cash -
27/12/21
24/01/22
28
Apple
100
469
180.330
161.620
-18.710
-10
75,910
-76
24/01/22
4/04/22
70
- cash -
4/04/22
11/04/22
7
Chevron
100
461
164.370
165.560
1.190
1
76,458
46
11/04/22
28/11/22
231
- cash -
28/11/22
8/05/23
161
Merck (MSD)
100
705
108.450
118.380
9.930
9
83,459
22
8/05/23
24/07/23
77
- cash -
24/07/23
25/09/23
63
salesforce.com
100
369
225.660
206.340
-19.320
-9
76,330
-40
25/09/23
20/11/23
56
- cash -
20/11/23
5/02/24
77
Intel
100
1,706
44.740
42.770
-1.970
-4
72,969
-19
5/02/24
15/04/24
70
salesforce.com
100
253
288.110
272.900
-15.210
-5
69,121
-25
15/04/24
10/06/24
56
Caterpillar
100
189
363.910
329.610
-34.300
-9
62,638
-48
10/06/24
12/08/24
63
American Express
100
269
232.440
237.050
4.610
2
63,878
12
accum 2/01/06
12/08/24 4726
days out of 6882 invested (69%)
539
63,878
15
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Boeing long 1/07/13 27/01/14 210 103.24 137.36 34.12 33.05
3/07/17 7/05/18 308 198.59 340.43 141.84 71.42
25/02/19 11/03/19 14 426.87 432.69 5.82 1.36 131.19
Apple 21/05/07 30/07/07 70 4.00 5.05 1.05 26.30
6/08/07 13/08/07 7 4.83 4.56 -0.27 -5.52
20/08/07 12/11/07 84 4.37 5.49 1.13 25.80
10/12/07 31/12/07 21 6.94 7.07 0.14 1.99
23/07/12 3/09/12 42 21.57 24.11 2.54 11.78
17/09/12 24/09/12 7 24.99 24.67 -0.32 -1.28
20/10/14 5/01/15 77 24.94 26.56 1.62 6.51
9/02/15 25/05/15 105 29.93 33.14 3.21 10.71
22/05/17 3/07/17 42 38.50 35.88 -2.62 -6.81
15/10/18 5/11/18 21 54.34 50.40 -3.94 -7.26
21/10/19 2/03/20 133 60.13 74.70 14.58 24.24
24/08/20 22/02/21 182 125.86 126.00 0.14 0.11
27/12/21 24/01/22 28 180.33 161.62 -18.71 -10.38 91.93
Visa 26/12/11 16/07/12 203 25.48 31.79 6.31 24.77 24.77
Merck (MSD) 28/08/06 11/09/06 14 40.95 41.29 0.34 0.83
18/09/06 11/12/06 84 40.80 44.01 3.21 7.87
22/08/16 17/10/16 56 63.55 61.52 -2.03 -3.19
5/11/18 10/12/18 35 73.12 77.42 4.30 5.88
28/11/22 8/05/23 161 108.45 118.38 9.93 9.16 21.69
Procter & Gamble 4/02/19 18/02/19 14 98.03 98.48 0.45 0.46
8/04/19 21/10/19 196 104.97 119.08 14.11 13.44 13.96
American Express 7/12/09 10/05/10 154 39.41 43.09 3.68 9.34
10/06/24 12/08/24 63 232.44 237.05 4.61 1.98 11.51
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Goldman Sachs 11/12/06 5/03/07 84 202.52 190.00 -12.52 -6.18
23/04/07 21/05/07 28 222.42 229.23 6.81 3.06
4/05/09 29/06/09 56 134.16 149.36 15.20 11.33
13/07/09 7/12/09 147 149.44 163.85 14.41 9.64
25/02/13 22/04/13 56 147.65 139.52 -8.13 -5.51
5/12/16 9/01/17 35 231.38 242.89 11.51 4.97
23/01/17 22/05/17 119 232.67 216.02 -16.65 -7.16
5/07/21 20/09/21 77 374.16 378.13 3.97 1.06
27/09/21 4/10/21 7 399.81 374.15 -25.66 -6.42
11/10/21 1/11/21 21 385.24 416.70 31.46 8.17 11.19
McDonald´s 22/02/16 25/04/16 63 117.67 127.50 9.83 8.35 8.35
Home Depot 20/04/09 27/04/09 7 25.15 25.88 0.73 2.90
1/10/12 29/10/12 28 60.57 61.38 0.81 1.34
5/11/12 25/02/13 112 62.38 63.92 1.54 2.47 6.85
salesforce.com 2/01/06 16/01/06 14 8.56 9.75 1.19 13.87
23/01/06 30/01/06 7 9.98 10.66 0.69 6.89
13/02/06 15/05/06 91 8.57 7.80 -0.77 -8.99
5/03/07 23/04/07 49 10.39 10.32 -0.07 -0.67
10/05/10 17/05/10 7 21.37 21.31 -0.06 -0.29
26/07/10 9/08/10 14 25.02 26.02 1.00 3.99
25/10/10 7/03/11 133 28.14 32.01 3.87 13.75
10/02/14 7/04/14 56 61.04 53.97 -7.07 -11.58
30/05/16 20/06/16 21 83.71 81.22 -2.49 -2.97
30/07/18 13/08/18 14 138.03 144.45 6.42 4.65
24/07/23 25/09/23 63 225.66 206.34 -19.32 -8.56
5/02/24 15/04/24 70 288.11 272.90 -15.21 -5.28 0.90
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Chevron 4/04/22 11/04/22 7 164.37 165.56 1.19 0.72 0.72
Microsoft 8/11/21 15/11/21 7 336.99 336.07 -0.92 -0.27 -0.27
Caterpillar 7/03/11 25/07/11 140 102.13 105.66 3.53 3.46
24/10/16 28/11/16 35 87.29 92.91 5.62 6.44
22/02/21 5/07/21 133 218.06 217.76 -0.30 -0.14
15/04/24 10/06/24 56 363.91 329.61 -34.30 -9.43 -0.40
Johnson & Johnson 4/07/16 22/08/16 49 121.29 119.13 -2.16 -1.78 -1.78
UnitedHealth 25/07/11 1/08/11 7 51.63 48.02 -3.61 -6.99
8/06/15 15/06/15 7 116.90 118.98 2.08 1.78 -5.34
Intel 11/08/14 13/10/14 63 33.02 31.47 -1.55 -4.69
14/05/18 28/05/18 14 54.90 55.44 0.54 0.98
20/11/23 5/02/24 77 44.74 42.77 -1.97 -4.40 -7.99
Amgen 11/08/08 18/08/08 7 64.01 64.50 0.49 0.77
1/09/08 8/09/08 7 62.51 59.78 -2.73 -4.37
5/01/15 9/02/15 35 157.99 150.01 -7.98 -5.05 -8.50
Nike 2/11/15 9/11/15 7 65.60 65.24 -0.36 -0.54
7/12/15 14/12/15 7 65.80 63.93 -1.87 -2.84
20/08/18 15/10/18 56 82.18 74.99 -7.19 -8.75 -11.82
Walgreens Boots 22/04/13 1/07/13 70 49.72 44.34 -5.38 -10.82
7/04/14 11/08/14 126 65.10 61.99 -3.11 -4.78
20/07/15 10/08/15 21 95.65 93.95 -1.70 -1.78 -16.59
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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