Assessment - Dow Jones Industrial Avgerage in Japanese yen - 9/25/23 - RS = 9
⇐
⇓ instrument
freshest
Δday
9/25/23
⇓ Δwk
7/24/23
prc diff
⇓ Δ9
⇓ ∅-RS
DJIA
4,985,036.244
Fri
-0.47
5,059,333.852
-1.47
5,002,487.016
56,846.837
1.14
9.20
S
Nike
14,225.745
Fri
6.68
13,478.901
5.54
15,365.774
-1,886.873
-12.28
-11.69
S
Walgreens Boots
3,308.728
Fri
6.41
3,174.832
4.22
4,328.467
-1,153.635
-26.65
-30.41
Dow
7,670.774
Fri
1.24
7,600.851
0.92
7,423.660
177.191
2.39
3.95
S
Walt Disney
12,058.112
Fri
1.15
12,052.161
0.05
12,233.852
-181.691
-1.49
-7.88
Intel
5,288.907
Fri
1.05
5,101.452
3.67
4,750.860
350.592
7.38
22.07
Microsoft
46,975.310
Fri
0.67
47,241.615
-0.56
48,753.171
-1,511.556
-3.10
23.17
Boeing
28,516.951
Fri
0.66
29,573.245
-3.57
30,495.631
-922.386
-3.02
10.10
3M
13,928.198
Fri
0.39
14,102.263
-1.23
14,730.066
-627.803
-4.26
-7.64
Apple
25,471.553
Fri
0.30
26,196.081
-2.77
27,229.503
-1,033.422
-3.80
18.79
S
Coca-Cola
8,328.354
Fri
0.30
8,480.103
-1.79
8,823.630
-343.527
-3.89
0.39
salesforce.com
30,168.340
Fri
-0.21
30,697.974
-1.73
31,878.649
-1,180.675
-3.70
25.89
Cisco Systems
7,998.077
Fri
-0.22
7,956.420
0.52
7,502.770
453.650
6.05
17.36
Procter & Gamble
21,700.138
Fri
-0.33
22,414.252
-3.19
21,673.413
740.839
3.42
10.54
L
Verizon
4,821.757
Fri
-0.43
4,933.337
-2.26
4,800.304
133.034
2.77
-3.94
Home Depot
44,953.475
Fri
-0.44
45,597.665
-1.41
45,927.801
-330.136
-0.72
7.40
Goldman Sachs
48,138.721
Fri
-0.50
48,922.758
-1.60
50,705.502
-1,782.744
-3.52
4.13
American Express
22,195.555
Fri
-0.69
22,796.601
-2.64
23,703.441
-906.840
-3.83
3.62
Visa
34,219.449
Fri
-0.71
34,717.841
-1.44
34,008.978
708.863
2.08
13.21
Johnson & Johnson
23,171.511
Fri
-0.72
23,842.480
-2.81
24,168.215
-325.734
-1.35
4.04
L
Amgen
39,984.432
Fri
-0.76
39,701.761
0.71
33,257.430
6,444.332
19.38
15.87
S
McDonald´s
39,192.955
Fri
-0.81
40,136.181
-2.35
41,718.000
-1,581.819
-3.79
4.92
L
IBM
20,872.956
Fri
-0.90
21,792.378
-4.22
19,712.606
2,079.772
10.55
16.21
L
Chevron
25,086.229
Fri
-1.15
25,099.618
-0.05
22,860.068
2,239.550
9.80
9.52
L
UnitedHealth
75,010.234
Fri
-1.16
75,916.266
-1.19
71,860.459
4,055.807
5.64
9.75
⇓ instrument
freshest
Δday
9/25/23
⇓ Δwk
7/24/23
prc diff
⇓ Δ9
⇓ ∅-RS
Caterpillar
40,615.232
Fri
-1.17
40,804.175
-0.46
36,640.810
4,163.365
11.36
26.48
S
Honeywell
27,484.462
Fri
-1.27
28,543.731
-3.71
29,570.322
-1,026.591
-3.47
3.86
S
Merck (MSD)
15,316.257
Fri
-1.29
15,746.213
-2.73
15,368.600
377.613
2.46
5.57
Walmart
23,793.385
Fri
-1.61
24,260.535
-1.93
22,504.072
1,756.463
7.81
18.33
JP Morgan Chase
21,575.168
Fri
-1.74
21,787.915
-0.98
22,320.423
-532.508
-2.39
15.36
S
Travelers Companies
24,296.240
Fri
-2.57
24,970.185
-2.70
24,699.384
270.801
1.10
2.36
DJIA - 30 out of 30 instruments rated - 9/25/23 / 7/24/23 - 14 did rise, Market-Ratio(9) in JPY = 46.67 %
Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage in Japanese yen * S9 - 56 ex 7 (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
1/23/06
21
- cash -
short
1/23/06
2/20/06
28
Intel
100
4
2,461.743
2,434.301
2,489.494
27.751
1
10,111
16
2/20/06
3/13/06
21
- cash -
3/13/06
3/20/06
7
Intel
100
4
2,346.655
2,274.272
2,421.343
74.687
3
10,410
412
3/20/06
4/17/06
28
- cash -
4/17/06
5/08/06
21
Intel
100
4
2,276.753
2,263.679
2,289.902
13.150
1
10,462
11
5/08/06
5/15/06
7
- cash -
5/15/06
7/31/06
77
Intel
100
4
2,125.843
2,063.814
2,189.736
63.893
3
10,718
15
7/31/06
3/05/07
217
- cash -
3/05/07
4/16/07
42
Amgen
100
1
7,260.054
7,114.964
7,408.102
148.048
2
10,866
19
4/16/07
7/09/07
84
- cash -
7/09/07
7/16/07
7
Amgen
100
1
6,728.287
6,831.807
6,624.767
-103.520
-2
10,762
-55
7/16/07
7/30/07
14
- cash -
7/30/07
10/01/07
63
Amgen
100
1
6,664.089
6,476.059
6,857.578
193.489
3
10,956
18
10/01/07
11/19/07
49
- cash -
11/19/07
12/24/07
35
Home Depot
100
3
3,131.026
3,079.801
3,183.103
52.077
2
11,112
19
12/24/07
12/31/07
7
- cash -
12/31/07
3/24/08
84
Home Depot
100
3
3,025.718
2,912.729
3,143.091
117.372
4
11,464
18
3/24/08
3/31/08
7
- cash -
3/31/08
4/07/08
7
UnitedHealth
100
3
3,409.896
3,721.060
3,098.731
-311.165
-9
10,531
-99
4/07/08
4/14/08
7
- cash -
4/14/08
4/21/08
7
UnitedHealth
100
2
3,667.125
3,920.125
3,414.124
-253.000
-7
10,025
-98
4/21/08
5/26/08
35
- cash -
5/26/08
6/02/08
7
UnitedHealth
100
2
3,620.422
3,586.279
3,654.889
34.467
1
10,094
64
6/02/08
6/09/08
7
- cash -
6/09/08
6/16/08
7
UnitedHealth
100
2
3,455.166
3,267.364
3,653.764
198.597
6
10,491
1,743
6/16/08
6/23/08
7
- cash -
6/23/08
9/01/08
70
UnitedHealth
100
3
2,832.609
3,185.584
2,479.634
-352.975
-12
9,432
-50
9/01/08
9/15/08
14
- cash -
9/15/08
10/06/08
21
Goldman Sachs
100
0
14,606.883
13,054.812
16,343.478
1,736.595
12
9,432
0
10/06/08
10/20/08
14
UnitedHealth
100
4
2,343.549
2,593.415
2,093.683
-249.866
-11
8,433
-95
10/20/08
12/29/08
70
salesforce.com
100
10
808.727
701.998
931.683
122.956
15
9,662
109
12/29/08
1/05/09
7
- cash -
1/05/09
3/23/09
77
American Express
100
5
1,832.166
1,396.825
2,403.187
571.021
31
12,517
262
3/23/09
3/30/09
7
- cash -
3/30/09
4/06/09
7
American Express
100
9
1,253.718
1,520.609
986.827
-266.891
-21
10,115
-100
4/06/09
7/06/09
91
- cash -
7/06/09
7/20/09
14
Caterpillar
100
3
3,044.597
3,454.228
2,634.966
-409.631
-13
8,886
-98
7/20/09
1/25/10
189
- cash -
1/25/10
3/22/10
56
Verizon
100
3
2,758.423
2,775.716
2,741.130
-17.293
-1
8,834
-4
3/22/10
5/10/10
49
- cash -
5/10/10
7/26/10
77
Goldman Sachs
100
0
13,173.908
12,964.630
13,386.565
212.657
2
8,834
0
7/26/10
8/16/10
21
- cash -
8/16/10
9/06/10
21
Walgreens Boots
100
3
2,429.357
2,401.600
2,457.435
28.078
1
8,919
22
9/06/10
3/21/11
196
- cash -
3/21/11
4/04/11
14
Cisco Systems
100
6
1,401.699
1,434.109
1,369.289
-32.410
-2
8,724
-46
4/04/11
4/11/11
7
- cash -
4/11/11
4/25/11
14
Cisco Systems
100
5
1,481.063
1,400.222
1,566.571
85.508
6
9,152
332
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
4/25/11
6/06/11
42
- cash -
6/06/11
9/19/11
105
Cisco Systems
100
7
1,283.549
1,268.269
1,299.013
15.464
1
9,260
4
9/19/11
10/10/11
21
Goldman Sachs
100
1
8,051.317
7,377.083
8,787.175
735.857
9
9,996
357
10/10/11
10/17/11
7
- cash -
10/17/11
10/24/11
7
Goldman Sachs
100
1
7,479.730
7,926.706
7,032.755
-446.975
-6
9,549
-96
10/24/11
11/21/11
28
- cash -
11/21/11
11/28/11
7
Goldman Sachs
100
1
7,020.325
7,028.362
7,012.288
-8.037
0
9,541
-6
11/28/11
4/09/12
133
- cash -
4/09/12
4/23/12
14
Walgreens Boots
100
3
2,657.807
2,887.740
2,427.874
-229.933
-9
8,851
-91
4/23/12
5/14/12
21
- cash -
5/14/12
7/23/12
70
Goldman Sachs
100
1
7,975.112
7,311.611
8,698.824
723.711
9
9,575
57
7/23/12
10/29/12
98
- cash -
10/29/12
1/07/13
70
Intel
100
5
1,722.643
1,873.154
1,572.132
-150.511
-9
8,822
-38
1/07/13
6/24/13
168
- cash -
6/24/13
7/15/13
21
Apple
100
6
1,407.392
1,514.635
1,300.149
-107.243
-8
8,179
-75
7/15/13
8/19/13
35
- cash -
8/19/13
8/26/13
7
IBM
100
0
17,976.068
18,191.295
17,760.842
-215.227
-1
8,179
0
8/26/13
9/02/13
7
- cash -
9/02/13
10/21/13
49
IBM
100
0
18,319.817
16,970.250
19,776.709
1,456.892
8
8,179
0
10/21/13
1/27/14
98
- cash -
1/27/14
2/17/14
21
IBM
100
0
18,265.102
18,721.637
17,808.566
-456.536
-2
8,179
0
2/17/14
2/24/14
7
- cash -
2/24/14
3/31/14
35
Verizon
100
1
4,738.280
4,910.282
4,566.279
-172.002
-4
8,007
-32
3/31/14
8/04/14
126
- cash -
8/04/14
8/18/14
14
Boeing
100
0
12,299.459
12,818.635
11,780.283
-519.176
-4
8,007
0
8/18/14
9/08/14
21
- cash -
9/08/14
9/22/14
14
McDonald´s
100
0
9,810.954
10,220.289
9,401.620
-409.335
-4
8,007
0
9/22/14
10/13/14
21
- cash -
10/13/14
11/03/14
21
Chevron
100
0
11,983.306
13,292.257
10,674.356
-1,308.950
-11
8,007
0
11/03/14
1/05/15
63
- cash -
1/05/15
1/12/15
7
Caterpillar
100
0
10,383.499
10,284.908
10,483.035
99.536
1
8,007
0
1/12/15
1/19/15
7
- cash -
1/19/15
2/16/15
28
Caterpillar
100
0
9,866.775
10,082.831
9,650.719
-216.056
-2
8,007
0
2/16/15
2/23/15
7
- cash -
2/23/15
3/02/15
7
Caterpillar
100
0
9,919.905
9,971.652
9,868.157
-51.747
-1
8,007
0
3/02/15
4/20/15
49
- cash -
4/20/15
5/18/15
28
American Express
100
0
9,204.508
9,619.904
8,789.113
-415.395
-5
8,007
0
5/18/15
6/01/15
14
- cash -
6/01/15
6/22/15
21
Chevron
100
0
12,805.028
12,370.928
13,254.362
449.333
4
8,007
0
6/22/15
6/29/15
7
- cash -
6/29/15
8/10/15
42
Chevron
100
0
11,847.020
10,702.736
13,113.644
1,266.624
11
8,007
0
8/10/15
8/24/15
14
- cash -
8/24/15
10/26/15
63
Chevron
100
0
8,541.157
10,742.271
6,340.043
-2,201.114
-26
8,007
0
10/26/15
12/21/15
56
- cash -
12/21/15
2/08/16
49
Caterpillar
100
1
7,907.526
7,480.583
8,358.835
451.309
6
8,458
51
2/08/16
3/14/16
35
American Express
100
1
6,069.721
6,780.366
5,359.075
-710.645
-12
7,747
-73
3/14/16
5/23/16
70
- cash -
5/23/16
5/30/16
7
Apple
100
2
2,633.689
2,788.614
2,478.765
-154.924
-6
7,438
-96
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
5/30/16
6/20/16
21
- cash -
6/20/16
7/04/16
14
Goldman Sachs
100
0
15,351.506
15,201.174
15,503.325
151.819
1
7,438
0
7/04/16
9/12/16
70
- cash -
9/12/16
11/28/16
77
Walt Disney
100
0
9,536.981
10,825.550
8,248.412
-1,288.569
-14
7,438
0
11/28/16
12/12/16
14
Nike
100
1
5,686.103
5,928.626
5,443.579
-242.524
-4
7,195
-68
12/12/16
4/24/17
133
- cash -
4/24/17
5/08/17
14
Verizon
100
1
5,165.108
5,280.693
5,049.524
-115.585
-2
7,079
-45
5/08/17
5/15/17
7
- cash -
5/15/17
5/29/17
14
Verizon
100
1
5,163.082
5,055.754
5,272.688
109.606
2
7,189
73
5/29/17
2/05/18
252
- cash -
2/05/18
2/26/18
21
Walgreens Boots
100
0
7,752.543
7,554.280
7,956.009
203.466
3
7,189
0
2/26/18
3/05/18
7
- cash -
3/05/18
4/23/18
49
Merck (MSD)
100
1
5,778.661
6,549.602
5,007.719
-770.941
-13
6,418
-66
4/23/18
5/21/18
28
Procter & Gamble
100
0
7,935.618
8,223.377
7,647.858
-287.760
-4
6,418
0
5/21/18
6/25/18
35
- cash -
6/25/18
7/02/18
7
3M
100
0
21,425.291
21,672.141
21,178.441
-246.850
-1
6,418
0
7/02/18
10/15/18
105
- cash -
10/15/18
2/11/19
119
Goldman Sachs
100
0
24,054.198
21,917.891
26,398.728
2,344.530
10
6,418
0
2/11/19
5/13/19
91
- cash -
5/13/19
5/20/19
7
Walgreens Boots
100
1
5,692.751
5,744.216
5,641.285
-51.466
-1
6,367
-38
5/20/19
5/27/19
7
- cash -
5/27/19
6/24/19
28
Walgreens Boots
100
1
5,667.339
5,571.722
5,764.597
97.258
2
6,464
25
6/24/19
8/12/19
49
- cash -
8/12/19
9/09/19
28
Walgreens Boots
100
1
5,506.120
5,952.602
5,059.637
-446.483
-8
6,017
-67
9/09/19
9/16/19
7
- cash -
9/16/19
10/07/19
21
Walgreens Boots
100
1
5,978.993
5,640.502
6,337.798
358.804
6
6,376
175
10/07/19
10/21/19
14
- cash -
10/21/19
10/28/19
7
Walgreens Boots
100
1
5,925.314
6,072.967
5,777.660
-147.654
-2
6,229
-73
10/28/19
2/24/20
119
- cash -
2/24/20
3/09/20
14
3M
100
0
16,879.199
14,709.408
19,369.058
2,489.858
15
6,229
0
3/09/20
5/11/20
63
Boeing
100
0
23,195.447
13,874.030
38,779.560
15,584.112
67
6,229
0
5/11/20
8/10/20
91
- cash -
8/10/20
8/17/20
7
Boeing
100
0
18,987.850
18,224.708
19,782.947
795.098
4
6,229
0
8/17/20
9/21/20
35
- cash -
9/21/20
9/28/20
7
Boeing
100
0
16,371.086
17,523.830
15,218.343
-1,152.744
-7
6,229
0
9/28/20
10/26/20
28
- cash -
10/26/20
11/09/20
14
Chevron
100
0
7,436.408
8,370.474
6,502.343
-934.066
-13
6,229
0
11/09/20
2/01/21
84
- cash -
2/01/21
2/08/21
7
Verizon
100
1
5,696.277
5,788.904
5,603.650
-92.627
-2
6,136
-57
2/08/21
6/21/21
133
- cash -
6/21/21
7/05/21
14
Merck (MSD)
100
0
8,452.813
8,709.667
8,195.960
-256.854
-3
6,136
0
7/05/21
7/12/21
7
- cash -
7/12/21
7/26/21
14
Verizon
100
0
6,193.968
6,152.034
6,236.188
42.220
1
6,136
0
7/26/21
8/09/21
14
- cash -
8/09/21
8/16/21
7
Amgen
100
0
25,134.134
25,503.469
24,764.799
-369.335
-1
6,136
0
8/16/21
9/13/21
28
- cash -
9/13/21
11/15/21
63
Amgen
100
0
23,824.654
23,643.461
24,007.235
182.581
1
6,136
0
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
11/15/21
11/29/21
14
- cash -
11/29/21
12/06/21
7
Walt Disney
100
0
16,811.106
17,062.693
16,559.520
-251.587
-1
6,136
0
12/06/21
12/13/21
7
- cash -
12/13/21
12/27/21
14
Walt Disney
100
0
17,060.778
17,546.604
16,574.953
-485.826
-3
6,136
0
12/27/21
1/03/22
7
- cash -
1/03/22
1/17/22
14
Walt Disney
100
0
18,065.236
17,411.575
18,743.437
678.201
4
6,136
0
1/17/22
1/24/22
7
- cash -
1/24/22
1/31/22
7
Walt Disney
100
0
15,630.657
16,454.652
14,806.661
-823.996
-5
6,136
0
1/31/22
2/14/22
14
- cash -
2/14/22
4/04/22
49
salesforce.com
100
0
23,856.726
26,852.332
20,861.121
-2,995.605
-13
6,136
0
4/04/22
5/09/22
35
3M
100
0
18,346.946
19,847.217
16,846.675
-1,500.271
-8
6,136
0
5/09/22
7/25/22
77
Boeing
100
0
17,363.384
21,409.515
13,317.253
-4,046.131
-23
6,136
0
7/25/22
8/15/22
21
Walt Disney
100
0
14,035.643
16,536.502
11,534.784
-2,500.859
-18
6,136
0
8/15/22
8/29/22
14
- cash -
8/29/22
9/12/22
14
Intel
100
1
4,569.278
4,486.595
4,653.485
84.206
2
6,220
61
9/12/22
9/19/22
7
- cash -
9/19/22
11/07/22
49
Intel
100
1
4,215.676
4,160.091
4,272.004
56.328
1
6,276
10
11/07/22
1/23/23
77
- cash -
1/23/23
2/20/23
28
Intel
100
1
3,953.375
3,705.185
4,218.190
264.815
7
6,541
133
2/20/23
2/27/23
7
- cash -
2/27/23
4/03/23
35
Intel
100
1
3,389.519
4,352.950
2,426.088
-963.431
-28
5,578
-97
4/03/23
5/01/23
28
3M
100
0
13,839.707
14,541.095
13,138.320
-701.387
-5
5,578
0
5/01/23
5/08/23
7
- cash -
5/08/23
5/15/23
7
3M
100
0
13,809.097
13,671.161
13,948.425
139.328
1
5,578
0
5/15/23
5/29/23
14
- cash -
5/29/23
7/17/23
49
3M
100
0
13,602.158
14,112.911
13,091.404
-510.753
-4
5,578
0
7/17/23
8/21/23
35
- cash -
8/21/23
8/28/23
7
Walgreens Boots
100
1
3,864.035
3,685.980
4,050.692
186.657
5
5,764
1,070
8/28/23
9/04/23
7
- cash -
9/04/23
9/11/23
7
Walgreens Boots
100
1
3,430.973
3,137.479
3,751.923
320.949
9
6,085
10,494
9/11/23
9/18/23
7
- cash -
9/18/23
9/29/23
11
Walgreens Boots
100
1
3,275.236
3,308.728
3,241.744
-33.492
-1
6,052
-29
accum 1/23/06
9/29/23 2728
days out of 6480 invested (42%)
-39
6,052
-6
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Goldman Sachs short 9/15/08 10/06/08 21 14,606.88 13,054.81 16,343.48 1,736.60 11.89
5/10/10 7/26/10 77 13,173.91 12,964.63 13,386.57 212.66 1.61
9/19/11 10/10/11 21 8,051.32 7,377.08 8,787.17 735.86 9.14
10/17/11 10/24/11 7 7,479.73 7,926.71 7,032.76 -446.98 -5.98
11/21/11 11/28/11 7 7,020.32 7,028.36 7,012.29 -8.04 -0.11
5/14/12 7/23/12 70 7,975.11 7,311.61 8,698.82 723.71 9.07
6/20/16 7/04/16 14 15,351.51 15,201.17 15,503.32 151.82 0.99
10/15/18 2/11/19 119 24,054.20 21,917.89 26,398.73 2,344.53 9.75 40.88
Boeing 8/04/14 8/18/14 14 12,299.46 12,818.63 11,780.28 -519.18 -4.22
3/09/20 5/11/20 63 23,195.45 13,874.03 38,779.56 15,584.11 67.19
8/10/20 8/17/20 7 18,987.85 18,224.71 19,782.95 795.10 4.19
9/21/20 9/28/20 7 16,371.09 17,523.83 15,218.34 -1,152.74 -7.04
5/09/22 7/25/22 77 17,363.38 21,409.52 13,317.25 -4,046.13 -23.30 18.95
Home Depot 11/19/07 12/24/07 35 3,131.03 3,079.80 3,183.10 52.08 1.66
12/31/07 3/24/08 84 3,025.72 2,912.73 3,143.09 117.37 3.88 5.61
Cisco Systems 3/21/11 4/04/11 14 1,401.70 1,434.11 1,369.29 -32.41 -2.31
4/11/11 4/25/11 14 1,481.06 1,400.22 1,566.57 85.51 5.77
6/06/11 9/19/11 105 1,283.55 1,268.27 1,299.01 15.46 1.20 4.57
IBM 8/19/13 8/26/13 7 17,976.07 18,191.29 17,760.84 -215.23 -1.20
9/02/13 10/21/13 49 18,319.82 16,970.25 19,776.71 1,456.89 7.95
1/27/14 2/17/14 21 18,265.10 18,721.64 17,808.57 -456.54 -2.50 3.99
Walgreens Boots 8/16/10 9/06/10 21 2,429.36 2,401.60 2,457.43 28.08 1.16
4/09/12 4/23/12 14 2,657.81 2,887.74 2,427.87 -229.93 -8.65
2/05/18 2/26/18 21 7,752.54 7,554.28 7,956.01 203.47 2.62
5/13/19 5/20/19 7 5,692.75 5,744.22 5,641.29 -51.47 -0.90
5/27/19 6/24/19 28 5,667.34 5,571.72 5,764.60 97.26 1.72
8/12/19 9/09/19 28 5,506.12 5,952.60 5,059.64 -446.48 -8.11
9/16/19 10/07/19 21 5,978.99 5,640.50 6,337.80 358.80 6.00
10/21/19 10/28/19 7 5,925.31 6,072.97 5,777.66 -147.65 -2.49
8/21/23 8/28/23 7 3,864.04 3,685.98 4,050.69 186.66 4.83
9/04/23 9/11/23 7 3,430.97 3,137.48 3,751.92 320.95 9.35
9/18/23 9/29/23 11 3,275.24 3,308.73 3,241.74 -33.49 -1.02 3.01
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Amgen 3/05/07 4/16/07 42 7,260.05 7,114.96 7,408.10 148.05 2.04
7/09/07 7/16/07 7 6,728.29 6,831.81 6,624.77 -103.52 -1.54
7/30/07 10/01/07 63 6,664.09 6,476.06 6,857.58 193.49 2.90
8/09/21 8/16/21 7 25,134.13 25,503.47 24,764.80 -369.33 -1.47
9/13/21 11/15/21 63 23,824.65 23,643.46 24,007.23 182.58 0.77 2.65
salesforce.com 10/20/08 12/29/08 70 808.73 702.00 931.68 122.96 15.20
2/14/22 4/04/22 49 23,856.73 26,852.33 20,861.12 -2,995.61 -12.56 0.74
Procter & Gamble 4/23/18 5/21/18 28 7,935.62 8,223.38 7,647.86 -287.76 -3.63 -3.63
3M 6/25/18 7/02/18 7 21,425.29 21,672.14 21,178.44 -246.85 -1.15
2/24/20 3/09/20 14 16,879.20 14,709.41 19,369.06 2,489.86 14.75
4/04/22 5/09/22 35 18,346.95 19,847.22 16,846.68 -1,500.27 -8.18
4/03/23 5/01/23 28 13,839.71 14,541.09 13,138.32 -701.39 -5.07
5/08/23 5/15/23 7 13,809.10 13,671.16 13,948.43 139.33 1.01
5/29/23 7/17/23 49 13,602.16 14,112.91 13,091.40 -510.75 -3.75 -3.88
McDonald´s 9/08/14 9/22/14 14 9,810.95 10,220.29 9,401.62 -409.33 -4.17 -4.17
Nike 11/28/16 12/12/16 14 5,686.10 5,928.63 5,443.58 -242.52 -4.27 -4.27
Verizon 1/25/10 3/22/10 56 2,758.42 2,775.72 2,741.13 -17.29 -0.63
2/24/14 3/31/14 35 4,738.28 4,910.28 4,566.28 -172.00 -3.63
4/24/17 5/08/17 14 5,165.11 5,280.69 5,049.52 -115.58 -2.24
5/15/17 5/29/17 14 5,163.08 5,055.75 5,272.69 109.61 2.12
2/01/21 2/08/21 7 5,696.28 5,788.90 5,603.65 -92.63 -1.63
7/12/21 7/26/21 14 6,193.97 6,152.03 6,236.19 42.22 0.68 -5.30
Caterpillar 7/06/09 7/20/09 14 3,044.60 3,454.23 2,634.97 -409.63 -13.45
1/05/15 1/12/15 7 10,383.50 10,284.91 10,483.03 99.54 0.96
1/19/15 2/16/15 28 9,866.77 10,082.83 9,650.72 -216.06 -2.19
2/23/15 3/02/15 7 9,919.90 9,971.65 9,868.16 -51.75 -0.52
12/21/15 2/08/16 49 7,907.53 7,480.58 8,358.83 451.31 5.71 -10.13
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
American Express 1/05/09 3/23/09 77 1,832.17 1,396.83 2,403.19 571.02 31.17
3/30/09 4/06/09 7 1,253.72 1,520.61 986.83 -266.89 -21.29
4/20/15 5/18/15 28 9,204.51 9,619.90 8,789.11 -415.40 -4.51
2/08/16 3/14/16 35 6,069.72 6,780.37 5,359.08 -710.65 -11.71 -12.96
Apple 6/24/13 7/15/13 21 1,407.39 1,514.63 1,300.15 -107.24 -7.62
5/23/16 5/30/16 7 2,633.69 2,788.61 2,478.76 -154.92 -5.88 -13.05
Merck (MSD) 3/05/18 4/23/18 49 5,778.66 6,549.60 5,007.72 -770.94 -13.34
6/21/21 7/05/21 14 8,452.81 8,709.67 8,195.96 -256.85 -3.04 -15.97
Intel 1/23/06 2/20/06 28 2,461.74 2,434.30 2,489.49 27.75 1.13
3/13/06 3/20/06 7 2,346.66 2,274.27 2,421.34 74.69 3.18
4/17/06 5/08/06 21 2,276.75 2,263.68 2,289.90 13.15 0.58
5/15/06 7/31/06 77 2,125.84 2,063.81 2,189.74 63.89 3.01
10/29/12 1/07/13 70 1,722.64 1,873.15 1,572.13 -150.51 -8.74
8/29/22 9/12/22 14 4,569.28 4,486.60 4,653.48 84.21 1.84
9/19/22 11/07/22 49 4,215.68 4,160.09 4,272.00 56.33 1.34
1/23/23 2/20/23 28 3,953.37 3,705.18 4,218.19 264.81 6.70
2/27/23 4/03/23 35 3,389.52 4,352.95 2,426.09 -963.43 -28.42 -22.24
UnitedHealth 3/31/08 4/07/08 7 3,409.90 3,721.06 3,098.73 -311.16 -9.13
4/14/08 4/21/08 7 3,667.12 3,920.13 3,414.12 -253.00 -6.90
5/26/08 6/02/08 7 3,620.42 3,586.28 3,654.89 34.47 0.95
6/09/08 6/16/08 7 3,455.17 3,267.36 3,653.76 198.60 5.75
6/23/08 9/01/08 70 2,832.61 3,185.58 2,479.63 -352.98 -12.46
10/06/08 10/20/08 14 2,343.55 2,593.42 2,093.68 -249.87 -10.66 -29.36
Walt Disney 9/12/16 11/28/16 77 9,536.98 10,825.55 8,248.41 -1,288.57 -13.51
11/29/21 12/06/21 7 16,811.11 17,062.69 16,559.52 -251.59 -1.50
12/13/21 12/27/21 14 17,060.78 17,546.60 16,574.95 -485.83 -2.85
1/03/22 1/17/22 14 18,065.24 17,411.57 18,743.44 678.20 3.75
1/24/22 1/31/22 7 15,630.66 16,454.65 14,806.66 -824.00 -5.27
7/25/22 8/15/22 21 14,035.64 16,536.50 11,534.78 -2,500.86 -17.82 -33.15
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Chevron 10/13/14 11/03/14 21 11,983.31 13,292.26 10,674.36 -1,308.95 -10.92
6/01/15 6/22/15 21 12,805.03 12,370.93 13,254.36 449.33 3.51
6/29/15 8/10/15 42 11,847.02 10,702.74 13,113.64 1,266.62 10.69
8/24/15 10/26/15 63 8,541.16 10,742.27 6,340.04 -2,201.11 -25.77
10/26/20 11/09/20 14 7,436.41 8,370.47 6,502.34 -934.07 -12.56 -33.76
Annotations
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