Assessment - Dow Jones Industrial Avgerage - 2/22/21 - RS = 25
⇐
⇓ instrument
freshest
⇓ Δday
2/22/21
⇓ Δwk
8/31/20
prc diff
⇓ Δ25
∅-RS
L
DJIA
30,932.400
Fri
-1.50
31,521.700
-1.87
28,430.100
3,091.600
10.87
17.60
L
Caterpillar
215.880
Fri
-2.68
218.060
-1.00
142.310
75.750
53.23
55.79
L
Goldman Sachs
319.480
Fri
-2.53
316.870
0.82
204.870
112.000
54.67
53.11
L
Walt Disney
189.040
Fri
-1.02
191.760
-1.42
131.870
59.890
45.42
51.59
L
Dow
59.310
Fri
-3.33
62.480
-5.07
45.120
17.360
38.48
46.54
L
JP Morgan Chase
147.170
Fri
-2.65
149.410
-1.50
100.190
49.220
49.13
43.25
L
American Express
135.260
Fri
-1.33
135.950
-0.51
101.590
34.360
33.82
33.96
Apple
121.260
Fri
0.22
126.000
-3.76
129.040
-3.040
-2.36
30.94
L
Exxon Mobil
54.370
Fri
-2.49
54.300
0.13
39.940
14.360
35.95
30.88
Nike
134.780
Fri
-0.36
136.670
-1.38
111.890
24.780
22.15
27.92
L
Travelers Companies
145.500
Fri
-1.69
147.870
-1.60
116.040
31.830
27.43
26.45
L
Boeing
212.010
Fri
-2.05
212.880
-0.41
171.820
41.060
23.90
22.08
L
Microsoft
232.380
Fri
1.48
234.510
-0.91
225.530
8.980
3.98
18.88
L
Walgreens Boots
47.930
Fri
-0.70
48.860
-1.90
38.020
10.840
28.51
17.21
L
Chevron
100.000
Fri
-2.30
98.390
1.64
83.930
14.460
17.23
16.81
L
Intel
60.780
Fri
0.63
60.710
0.12
50.950
9.760
19.16
13.99
L
Raytheon Tech
71.990
Fri
-1.81
73.000
-1.38
61.000
12.000
19.67
13.89
L
3M
175.060
Fri
-2.07
176.120
-0.60
163.020
13.100
8.04
10.95
Home Depot
258.340
Fri
1.21
275.850
-6.35
285.040
-9.190
-3.22
10.54
L
Johnson & Johnson
158.460
Fri
-2.64
161.870
-2.11
153.410
8.460
5.51
10.26
UnitedHealth
332.220
Fri
1.02
327.640
1.40
312.550
15.090
4.83
8.14
Visa
212.390
Fri
-0.64
208.320
1.95
211.990
-3.670
-1.73
7.99
McDonald´s
206.140
Fri
-1.68
212.060
-2.79
213.520
-1.460
-0.68
6.78
L
Cisco Systems
44.870
Fri
-1.43
45.430
-1.23
42.220
3.210
7.60
6.69
Coca-Cola
48.990
Fri
-2.35
50.630
-3.24
49.530
1.100
2.22
4.12
⇓ instrument
freshest
⇓ Δday
2/22/21
⇓ Δwk
8/31/20
prc diff
⇓ Δ25
∅-RS
Walmart
129.920
Fri
-1.54
137.690
-5.64
138.850
-1.160
-0.84
3.98
IBM
118.930
Fri
-2.89
120.860
-1.60
123.310
-2.450
-1.99
-0.41
S
Procter & Gamble
123.530
Fri
-2.41
126.580
-2.41
138.330
-11.750
-8.49
-0.54
Verizon
55.300
Fri
-2.12
56.450
-2.04
59.270
-2.820
-4.76
-1.46
S
Pfizer
33.490
Fri
-0.98
34.260
-2.25
37.790
-3.530
-9.34
-5.24
S
Merck (MSD)
72.620
Fri
-2.68
74.930
-3.08
85.270
-10.340
-12.13
-5.90
DJIA - 30 out of 30 instruments rated - 2/22/21 / 8/31/20 - 20 did rise, Market-Ratio(25) = 66.67 %
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
1/02/06
2/06/06
35
Apple
100
3,746
2.670
2.404
-0.266
-10
9,004
-67
2/06/06
2/13/06
7
- cash -
2/13/06
5/22/06
98
Apple
100
3,895
2.311
2.264
-0.047
-2
8,819
-7
5/22/06
7/31/06
70
- cash -
7/31/06
8/14/06
14
Merck (MSD)
100
218
40.270
40.880
0.610
2
8,952
48
8/14/06
8/21/06
7
- cash -
8/21/06
12/11/06
112
Merck (MSD)
100
225
39.650
44.010
4.360
11
9,933
40
12/11/06
6/25/07
196
Goldman Sachs
100
49
202.520
216.740
14.220
7
10,629
13
6/25/07
11/12/07
140
Apple
100
2,432
4.369
5.491
1.122
26
13,358
81
11/12/07
12/10/07
28
- cash -
12/10/07
12/31/07
21
Apple
100
1,925
6.936
7.074
0.138
2
13,624
41
12/31/07
9/01/08
245
- cash -
9/01/08
9/08/08
7
Walmart
100
228
59.650
62.000
2.350
4
14,160
650
9/08/08
5/11/09
245
- cash -
5/11/09
6/22/09
42
Goldman Sachs
100
104
135.780
137.010
1.230
1
14,288
8
6/22/09
7/13/09
21
- cash -
7/13/09
12/14/09
154
Goldman Sachs
100
95
149.440
166.100
16.660
11
15,871
28
12/14/09
5/17/10
154
American Express
100
384
41.280
41.220
-0.060
0
15,848
0
5/17/10
7/26/10
70
- cash -
7/26/10
8/09/10
14
Apple
100
1,711
9.260
9.348
0.088
1
15,999
28
8/09/10
11/01/10
84
- cash -
11/01/10
2/21/11
112
Apple
100
1,472
10.864
12.093
1.230
11
17,808
42
2/21/11
7/25/11
154
Caterpillar
100
174
102.010
105.660
3.650
4
18,443
9
7/25/11
8/01/11
7
UnitedHealth
100
357
51.630
48.020
-3.610
-7
17,155
-98
8/01/11
12/05/11
126
- cash -
12/05/11
12/12/11
7
Visa
100
714
24.015
24.230
0.215
1
17,308
59
12/12/11
12/19/11
7
- cash -
12/19/11
6/04/12
168
Visa
100
702
24.645
28.540
3.895
16
20,042
38
6/04/12
6/11/12
7
- cash -
6/11/12
7/16/12
35
Apple
100
982
20.399
21.675
1.276
6
21,296
88
7/16/12
7/23/12
7
- cash -
7/23/12
9/03/12
42
Apple
100
987
21.565
24.106
2.541
12
23,804
163
9/03/12
9/10/12
7
- cash -
9/10/12
9/24/12
14
Apple
100
1,005
23.669
24.671
1.002
4
24,810
195
9/24/12
10/01/12
7
- cash -
10/01/12
10/29/12
28
Home Depot
100
409
60.570
61.380
0.810
1
25,142
19
10/29/12
11/05/12
7
- cash -
11/05/12
2/25/13
112
Home Depot
100
403
62.380
63.920
1.540
2
25,762
8
2/25/13
4/22/13
56
Goldman Sachs
100
174
147.650
139.520
-8.130
-6
24,348
-31
4/22/13
7/01/13
70
Walgreens Boots
100
489
49.720
44.340
-5.380
-11
21,717
-45
7/01/13
1/27/14
210
Boeing
100
210
103.240
137.360
34.120
33
28,882
64
L/S date buy date sell days instrument spl pieces prc buy prc sell prc diff d % asset yield
1/27/14
2/10/14
14
- cash -
2/10/14
3/10/14
28
Boeing
100
227
127.160
126.890
-0.270
0
28,821
-3
3/10/14
8/11/14
154
Walgreens Boots
100
431
66.780
61.990
-4.790
-7
26,756
-16
8/11/14
10/13/14
63
Intel
100
810
33.020
31.470
-1.550
-5
25,501
-24
10/13/14
11/03/14
21
- cash -
11/03/14
12/15/14
42
Apple
100
932
27.350
27.056
-0.294
-1
25,227
-9
12/15/14
12/22/14
7
- cash -
12/22/14
2/02/15
42
Intel
100
677
37.210
33.650
-3.560
-10
22,817
-58
2/02/15
5/25/15
112
Apple
100
769
29.658
33.135
3.478
12
25,491
44
5/25/15
6/08/15
14
- cash -
6/08/15
6/15/15
7
UnitedHealth
100
218
116.900
118.980
2.080
2
25,944
151
6/15/15
8/03/15
49
- cash -
8/03/15
8/10/15
7
Walgreens Boots
100
270
95.910
93.950
-1.960
-2
25,415
-66
8/10/15
2/22/16
196
- cash -
2/22/16
4/25/16
63
McDonald´s
100
215
117.670
127.500
9.830
8
27,529
59
4/25/16
5/30/16
35
- cash -
5/30/16
6/20/16
21
Chevron
100
269
101.970
102.610
0.640
1
27,701
11
6/20/16
7/04/16
14
- cash -
7/04/16
9/05/16
63
Johnson & Johnson
100
228
121.290
119.320
-1.970
-2
27,252
-9
9/05/16
10/17/16
42
Merck (MSD)
100
432
62.980
61.520
-1.460
-2
26,621
-18
10/17/16
10/31/16
14
- cash -
10/31/16
1/09/17
70
Caterpillar
100
318
83.460
92.370
8.910
11
29,454
70
1/09/17
1/23/17
14
- cash -
1/23/17
5/22/17
119
Goldman Sachs
100
126
232.670
216.020
-16.650
-7
27,356
-20
5/22/17
7/03/17
42
Apple
100
710
38.498
35.875
-2.623
-7
25,494
-46
7/03/17
9/04/17
63
Boeing
100
128
198.590
240.330
41.740
21
30,837
202
9/04/17
9/11/17
7
- cash -
9/11/17
4/30/18
231
Boeing
100
128
240.590
333.560
92.970
39
42,737
68
4/30/18
5/14/18
14
- cash -
5/14/18
5/28/18
14
Intel
100
778
54.900
55.440
0.540
1
43,157
29
5/28/18
7/30/18
63
- cash -
7/30/18
10/08/18
70
Microsoft
100
409
105.370
110.850
5.480
5
45,399
30
10/08/18
11/05/18
28
Apple
100
811
55.943
50.398
-5.545
-10
40,902
-74
11/05/18
12/10/18
35
Merck (MSD)
100
559
73.120
77.420
4.300
6
43,305
81
12/10/18
2/04/19
56
- cash -
2/04/19
2/18/19
14
Procter & Gamble
100
441
98.030
98.480
0.450
0
43,504
13
2/18/19
2/25/19
7
- cash -
2/25/19
3/11/19
14
Boeing
100
101
426.870
432.690
5.820
1
44,092
42
3/11/19
4/08/19
28
- cash -
4/08/19
5/13/19
35
Procter & Gamble
100
420
104.970
106.110
1.140
1
44,570
12
5/13/19
5/20/19
7
- cash -
5/20/19
5/27/19
7
Procter & Gamble
100
415
107.330
106.690
-0.640
-1
44,305
-27
L/S date buy date sell days instrument spl pieces prc buy prc sell prc diff d % asset yield
5/27/19
6/03/19
7
- cash -
6/03/19
8/19/19
77
Walt Disney
100
334
132.470
135.290
2.820
2
45,247
11
8/19/19
9/09/19
21
- cash -
9/09/19
10/07/19
28
Procter & Gamble
100
370
122.170
122.840
0.670
1
45,495
7
10/07/19
10/21/19
14
- cash -
10/21/19
3/02/20
133
Apple
100
756
60.128
74.703
14.575
24
56,513
81
3/02/20
8/24/20
175
- cash -
8/24/20
2/22/21
182
Apple
100
449
125.857
126.000
0.143
0
56,578
0
2/22/21
2/26/21
4
Caterpillar
100
259
218.060
215.880
-2.180
-1
56,013
-60
accum 1/02/06
2/26/21 3814
days out of 5536 invested (69%)
460
56,013
18
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Boeing long 7/01/13 1/27/14 210 103.24 137.36 34.12 33.05
2/10/14 3/10/14 28 127.16 126.89 -0.27 -0.21
7/03/17 9/04/17 63 198.59 240.33 41.74 21.02
9/11/17 4/30/18 231 240.59 333.56 92.97 38.64
2/25/19 3/11/19 14 426.87 432.69 5.82 1.36 125.80
Apple 1/02/06 2/06/06 35 2.67 2.40 -0.27 -9.96
2/13/06 5/22/06 98 2.31 2.26 -0.05 -2.06
6/25/07 11/12/07 140 4.37 5.49 1.12 25.68
12/10/07 12/31/07 21 6.94 7.07 0.14 1.99
7/26/10 8/09/10 14 9.26 9.35 0.09 0.95
11/01/10 2/21/11 112 10.86 12.09 1.23 11.32
6/11/12 7/16/12 35 20.40 21.68 1.28 6.26
7/23/12 9/03/12 42 21.57 24.11 2.54 11.78
9/10/12 9/24/12 14 23.67 24.67 1.00 4.23
11/03/14 12/15/14 42 27.35 27.06 -0.29 -1.07
2/02/15 5/25/15 112 29.66 33.14 3.48 11.73
5/22/17 7/03/17 42 38.50 35.88 -2.62 -6.81
10/08/18 11/05/18 28 55.94 50.40 -5.55 -9.91
10/21/19 3/02/20 133 60.13 74.70 14.58 24.24
8/24/20 2/22/21 182 125.86 126.00 0.14 0.11 81.50
Visa 12/05/11 12/12/11 7 24.02 24.23 0.22 0.90
12/19/11 6/04/12 168 24.65 28.54 3.90 15.80 16.84
Merck (MSD) 7/31/06 8/14/06 14 40.27 40.88 0.61 1.51
8/21/06 12/11/06 112 39.65 44.01 4.36 11.00
9/05/16 10/17/16 42 62.98 61.52 -1.46 -2.32
11/05/18 12/10/18 35 73.12 77.42 4.30 5.88 16.54
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Caterpillar 2/21/11 7/25/11 154 102.01 105.66 3.65 3.58
10/31/16 1/09/17 70 83.46 92.37 8.91 10.68
2/22/21 2/26/21 4 218.06 215.88 -2.18 -1.00 13.49
McDonald´s 2/22/16 4/25/16 63 117.67 127.50 9.83 8.35 8.35
Goldman Sachs 12/11/06 6/25/07 196 202.52 216.74 14.22 7.02
5/11/09 6/22/09 42 135.78 137.01 1.23 0.91
7/13/09 12/14/09 154 149.44 166.10 16.66 11.15
2/25/13 4/22/13 56 147.65 139.52 -8.13 -5.51
1/23/17 5/22/17 119 232.67 216.02 -16.65 -7.16 5.30
Microsoft 7/30/18 10/08/18 70 105.37 110.85 5.48 5.20 5.20
Walmart 9/01/08 9/08/08 7 59.65 62.00 2.35 3.94 3.94
Home Depot 10/01/12 10/29/12 28 60.57 61.38 0.81 1.34
11/05/12 2/25/13 112 62.38 63.92 1.54 2.47 3.84
Walt Disney 6/03/19 8/19/19 77 132.47 135.29 2.82 2.13 2.13
Procter & Gamble 2/04/19 2/18/19 14 98.03 98.48 0.45 0.46
4/08/19 5/13/19 35 104.97 106.11 1.14 1.09
5/20/19 5/27/19 7 107.33 106.69 -0.64 -0.60
9/09/19 10/07/19 28 122.17 122.84 0.67 0.55 1.50
Chevron 5/30/16 6/20/16 21 101.97 102.61 0.64 0.63 0.63
American Express 12/14/09 5/17/10 154 41.28 41.22 -0.06 -0.15 -0.15
Johnson & Johnson 7/04/16 9/05/16 63 121.29 119.32 -1.97 -1.62 -1.62
UnitedHealth 7/25/11 8/01/11 7 51.63 48.02 -3.61 -6.99
6/08/15 6/15/15 7 116.90 118.98 2.08 1.78 -5.34
Intel 8/11/14 10/13/14 63 33.02 31.47 -1.55 -4.69
12/22/14 2/02/15 42 37.21 33.65 -3.56 -9.57
5/14/18 5/28/18 14 54.90 55.44 0.54 0.98 -12.96
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Walgreens Boots 4/22/13 7/01/13 70 49.72 44.34 -5.38 -10.82
3/10/14 8/11/14 154 66.78 61.99 -4.79 -7.17
8/03/15 8/10/15 7 95.91 93.95 -1.96 -2.04 -18.91
Annotations
4/03/20 Raytheon Tech spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger
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
write an annotation