Assessment - Dow Jones Industrial Avgerage - 22/02/21 - RS = 9
⇐
⇓ instrument
freshest
Δday
22/02/21
⇓ Δwk
21/12/20
prc diff
⇓ Δ9
⇓ ∅-RS
L
DJIA
30,932.400
Fri
-1.50
31,521.700
-1.87
30,216.400
1,305.300
4.32
17.60
L
Microsoft
232.380
Fri
1.48
234.510
-0.91
222.590
11.920
5.36
18.88
Home Depot
258.340
Fri
1.21
275.850
-6.35
270.990
4.860
1.79
10.54
UnitedHealth
332.220
Fri
1.02
327.640
1.40
336.080
-8.440
-2.51
8.14
L
Intel
60.780
Fri
0.63
60.710
0.12
46.360
14.350
30.95
13.99
Apple
121.260
Fri
0.22
126.000
-3.76
128.230
-2.230
-1.74
30.94
Nike
134.780
Fri
-0.36
136.670
-1.38
144.020
-7.350
-5.10
27.92
Visa
212.390
Fri
-0.64
208.320
1.95
209.010
-0.690
-0.33
7.99
L
Walgreens Boots
47.930
Fri
-0.70
48.860
-1.90
40.670
8.190
20.14
17.21
S
Pfizer
33.490
Fri
-0.98
34.260
-2.25
37.380
-3.120
-8.35
-5.24
L
Walt Disney
189.040
Fri
-1.02
191.760
-1.42
170.690
21.070
12.34
51.59
L
American Express
135.260
Fri
-1.33
135.950
-0.51
116.410
19.540
16.79
33.96
L
Cisco Systems
44.870
Fri
-1.43
45.430
-1.23
44.880
0.550
1.23
6.69
Walmart
129.920
Fri
-1.54
137.690
-5.64
145.970
-8.280
-5.67
3.98
McDonald´s
206.140
Fri
-1.68
212.060
-2.79
211.670
0.390
0.18
6.78
L
Travelers Companies
145.500
Fri
-1.69
147.870
-1.60
138.150
9.720
7.04
26.45
L
Raytheon Tech
71.990
Fri
-1.81
73.000
-1.38
69.670
3.330
4.78
13.89
L
Boeing
212.010
Fri
-2.05
212.880
-0.41
219.310
-6.430
-2.93
22.08
L
3M
175.060
Fri
-2.07
176.120
-0.60
175.660
0.460
0.26
10.95
Verizon
55.300
Fri
-2.12
56.450
-2.04
59.490
-3.040
-5.11
-1.46
L
Chevron
100.000
Fri
-2.30
98.390
1.64
86.090
12.300
14.29
16.81
Coca-Cola
48.990
Fri
-2.35
50.630
-3.24
52.810
-2.180
-4.13
4.12
S
Procter & Gamble
123.530
Fri
-2.41
126.580
-2.41
137.520
-10.940
-7.96
-0.54
L
Exxon Mobil
54.370
Fri
-2.49
54.300
0.13
41.950
12.350
29.44
30.88
L
Goldman Sachs
319.480
Fri
-2.53
316.870
0.82
256.980
59.890
23.31
53.11
⇓ instrument
freshest
Δday
22/02/21
⇓ Δwk
21/12/20
prc diff
⇓ Δ9
⇓ ∅-RS
L
Johnson & Johnson
158.460
Fri
-2.64
161.870
-2.11
153.020
8.850
5.78
10.26
L
JP Morgan Chase
147.170
Fri
-2.65
149.410
-1.50
123.550
25.860
20.93
43.25
L
Caterpillar
215.880
Fri
-2.68
218.060
-1.00
180.160
37.900
21.04
55.79
S
Merck (MSD)
72.620
Fri
-2.68
74.930
-3.08
79.290
-4.360
-5.50
-5.90
IBM
118.930
Fri
-2.89
120.860
-1.60
123.390
-2.530
-2.05
-0.41
L
Dow
59.310
Fri
-3.33
62.480
-5.07
55.080
7.400
13.44
46.54
DJIA - 30 out of 30 instruments rated - 22/02/21 / 21/12/20 - 18 did rise, Market-Ratio(9) = 60.00 %
Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage * 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
2/01/06
23/01/06
21
- cash -
short
23/01/06
20/02/06
28
Intel
100
468
21.350
20.620
22.106
0.756
4
10,354
57
20/02/06
24/04/06
63
- cash -
24/04/06
8/05/06
14
Intel
100
547
18.910
20.110
17.710
-1.200
-6
9,697
-82
8/05/06
22/05/06
14
- cash -
22/05/06
24/07/06
63
Intel
100
538
18.010
17.480
18.556
0.546
3
9,991
19
24/07/06
5/03/07
224
- cash -
5/03/07
16/04/07
42
Caterpillar
100
158
63.170
66.900
59.440
-3.730
-6
9,402
-41
16/04/07
9/07/07
84
- cash -
9/07/07
16/07/07
7
Johnson & Johnson
100
149
62.720
63.800
61.640
-1.080
-2
9,241
-60
16/07/07
30/07/07
14
- cash -
30/07/07
27/08/07
28
Pfizer
100
388
23.760
24.760
22.760
-1.000
-4
8,853
-43
27/08/07
3/09/07
7
- cash -
3/09/07
24/09/07
21
Goldman Sachs
100
48
180.800
210.430
151.170
-29.630
-16
7,431
-96
24/09/07
1/10/07
7
Home Depot
100
219
33.880
33.160
34.616
0.736
2
7,592
206
1/10/07
12/11/07
42
- cash -
12/11/07
24/12/07
42
Home Depot
100
266
28.460
27.010
29.988
1.528
5
7,998
58
24/12/07
31/12/07
7
- cash -
31/12/07
24/03/08
84
Home Depot
100
296
26.940
29.260
24.620
-2.320
-9
7,311
-32
24/03/08
31/03/08
7
- cash -
31/03/08
7/04/08
7
UnitedHealth
100
212
34.360
36.670
32.050
-2.310
-7
6,822
-97
7/04/08
14/04/08
7
- cash -
14/04/08
21/04/08
7
UnitedHealth
100
187
36.290
37.810
34.770
-1.520
-4
6,537
-89
21/04/08
26/05/08
35
- cash -
26/05/08
2/06/08
7
UnitedHealth
100
186
35.020
33.990
36.081
1.061
3
6,735
374
2/06/08
9/06/08
7
- cash -
9/06/08
16/06/08
7
UnitedHealth
100
204
32.930
30.200
35.907
2.977
9
7,342
9,016
16/06/08
23/06/08
7
- cash -
23/06/08
1/09/08
70
UnitedHealth
100
278
26.390
29.280
23.500
-2.890
-11
6,539
-45
1/09/08
15/09/08
14
- cash -
15/09/08
29/12/08
105
Goldman Sachs
100
48
135.500
76.560
239.815
104.315
77
11,546
628
29/12/08
5/01/09
7
- cash -
5/01/09
13/04/09
98
American Express
100
578
19.950
20.460
19.440
-0.510
-3
11,251
-9
13/04/09
6/07/09
84
- cash -
6/07/09
20/07/09
14
Caterpillar
100
354
31.700
36.650
26.750
-4.950
-16
9,499
-99
20/07/09
25/01/10
189
- cash -
25/01/10
29/03/10
63
Exxon Mobil
100
144
65.850
67.300
64.400
-1.450
-2
9,290
-12
29/03/10
10/05/10
42
- cash -
10/05/10
26/07/10
77
Goldman Sachs
100
64
143.830
148.200
139.460
-4.370
-3
9,010
-14
26/07/10
16/08/10
21
- cash -
16/08/10
6/09/10
21
Walgreens Boots
100
319
28.190
28.490
27.890
-0.300
-1
8,915
-17
6/09/10
21/03/11
196
- cash -
21/03/11
4/04/11
14
Cisco Systems
100
512
17.387
17.060
17.720
0.333
2
9,085
64
4/04/11
18/04/11
14
- cash -
18/04/11
25/04/11
7
Cisco Systems
100
543
16.730
17.100
16.360
-0.370
-2
8,884
-69
25/04/11
6/06/11
42
- cash -
6/06/11
25/07/11
49
Cisco Systems
100
555
15.990
16.280
15.700
-0.290
-2
8,723
-13
25/07/11
1/08/11
7
- cash -
1/08/11
3/10/11
63
Cisco Systems
100
551
15.830
15.190
16.497
0.667
4
9,091
27
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
3/10/11
10/10/11
7
Goldman Sachs
100
100
90.080
96.140
84.020
-6.060
-7
8,485
-97
10/10/11
17/10/11
7
- cash -
17/10/11
24/10/11
7
Goldman Sachs
100
87
96.900
103.980
89.820
-7.080
-7
7,869
-98
24/10/11
21/11/11
28
- cash -
21/11/11
28/11/11
7
Goldman Sachs
100
86
91.300
90.430
92.178
0.878
1
7,944
65
28/11/11
9/04/12
133
- cash -
9/04/12
23/04/12
14
Walgreens Boots
100
243
32.560
35.400
29.720
-2.840
-9
7,254
-91
23/04/12
14/05/12
21
- cash -
14/05/12
23/07/12
70
Goldman Sachs
100
72
99.770
93.160
106.849
7.079
7
7,764
43
23/07/12
29/10/12
98
- cash -
29/10/12
7/01/13
70
Intel
100
358
21.630
21.250
22.017
0.387
2
7,902
10
7/01/13
24/06/13
168
- cash -
24/06/13
15/07/13
21
Apple
100
549
14.376
15.266
13.487
-0.889
-6
7,414
-67
15/07/13
12/08/13
28
- cash -
12/08/13
19/08/13
7
Apple
100
444
16.691
18.134
15.249
-1.442
-9
6,774
-99
19/08/13
26/08/13
7
IBM
100
36
184.230
184.740
183.720
-0.510
0
6,756
-13
26/08/13
2/09/13
7
- cash -
2/09/13
21/10/13
49
IBM
100
36
183.960
172.860
195.773
11.813
6
7,181
59
21/10/13
27/01/14
98
- cash -
27/01/14
17/02/14
21
IBM
100
40
177.900
183.190
172.610
-5.290
-3
6,969
-41
17/02/14
24/02/14
7
- cash -
24/02/14
31/03/14
35
Verizon
100
150
46.230
47.570
44.890
-1.340
-3
6,768
-26
31/03/14
4/08/14
126
- cash -
4/08/14
18/08/14
14
Raytheon Tech
100
102
66.111
68.024
64.198
-1.913
-3
6,573
-53
18/08/14
25/08/14
7
- cash -
25/08/14
1/09/14
7
Pfizer
100
227
28.910
29.260
28.560
-0.350
-1
6,494
-47
1/09/14
8/09/14
7
- cash -
8/09/14
29/09/14
21
McDonald´s
100
70
92.500
96.220
88.780
-3.720
-4
6,233
-51
29/09/14
13/10/14
14
- cash -
13/10/14
3/11/14
21
Raytheon Tech
100
99
62.498
66.897
58.099
-4.399
-7
5,798
-72
3/11/14
5/01/15
63
- cash -
5/01/15
12/01/15
7
Caterpillar
100
66
87.030
86.890
87.170
0.140
0
5,807
9
12/01/15
19/01/15
7
- cash -
19/01/15
16/02/15
28
Caterpillar
100
69
83.860
85.130
82.590
-1.270
-2
5,719
-18
16/02/15
23/02/15
7
- cash -
23/02/15
2/03/15
7
Caterpillar
100
68
83.490
83.000
83.983
0.493
1
5,753
36
2/03/15
13/04/15
42
- cash -
13/04/15
18/05/15
35
Caterpillar
100
70
82.140
88.290
75.990
-6.150
-7
5,322
-56
18/05/15
1/06/15
14
- cash -
1/06/15
17/08/15
77
Chevron
100
51
102.610
83.230
126.503
23.893
23
6,541
170
17/08/15
24/08/15
7
- cash -
24/08/15
26/10/15
63
Chevron
100
90
72.120
88.770
55.470
-16.650
-23
5,042
-78
26/10/15
21/12/15
56
- cash -
21/12/15
8/02/16
49
Caterpillar
100
77
65.240
64.580
65.907
0.667
1
5,094
8
8/02/16
14/03/16
35
American Express
100
97
52.400
59.570
45.230
-7.170
-14
4,398
-78
14/03/16
23/05/16
70
- cash -
23/05/16
30/05/16
7
Apple
100
182
24.108
25.088
23.128
-0.980
-4
4,220
-89
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
30/05/16
20/06/16
21
- cash -
20/06/16
4/07/16
14
Goldman Sachs
100
28
147.750
148.250
147.250
-0.500
0
4,206
-8
4/07/16
12/09/16
70
- cash -
12/09/16
28/11/16
77
Walt Disney
100
44
93.640
97.630
89.650
-3.990
-4
4,030
-19
28/11/16
12/12/16
14
Nike
100
78
51.280
51.540
51.020
-0.260
-1
4,010
-12
12/12/16
24/04/17
133
- cash -
24/04/17
8/05/17
14
Verizon
100
85
47.050
46.630
47.474
0.424
1
4,046
26
8/05/17
15/05/17
7
- cash -
15/05/17
29/05/17
14
Verizon
100
89
45.380
45.320
45.440
0.060
0
4,051
4
29/05/17
21/08/17
84
- cash -
21/08/17
4/09/17
14
IBM
100
28
140.330
144.080
136.580
-3.750
-3
3,946
-51
4/09/17
5/02/18
154
- cash -
5/02/18
26/02/18
21
Walgreens Boots
100
56
70.430
70.600
70.260
-0.170
0
3,937
-4
26/02/18
5/03/18
7
- cash -
5/03/18
23/04/18
49
Merck (MSD)
100
72
54.400
60.250
48.550
-5.850
-11
3,516
-57
23/04/18
21/05/18
28
Procter & Gamble
100
48
73.000
74.060
71.940
-1.060
-1
3,465
-17
21/05/18
18/06/18
28
- cash -
18/06/18
9/07/18
21
Procter & Gamble
100
45
75.840
77.860
73.820
-2.020
-3
3,374
-37
9/07/18
15/10/18
98
- cash -
15/10/18
11/02/19
119
Goldman Sachs
100
15
215.220
198.500
233.348
18.128
8
3,646
28
11/02/19
13/05/19
91
- cash -
13/05/19
20/05/19
7
Walgreens Boots
100
69
52.120
52.260
51.980
-0.140
0
3,636
-13
20/05/19
3/06/19
14
- cash -
3/06/19
24/06/19
21
Walgreens Boots
100
72
49.910
51.950
47.870
-2.040
-4
3,489
-52
24/06/19
1/07/19
7
- cash -
1/07/19
8/07/19
7
Walgreens Boots
100
63
54.650
55.430
53.870
-0.780
-1
3,440
-53
8/07/19
12/08/19
35
- cash -
12/08/19
9/09/19
28
Walgreens Boots
100
66
51.870
55.590
48.150
-3.720
-7
3,195
-62
9/09/19
16/09/19
7
- cash -
16/09/19
7/10/19
21
Pfizer
100
86
36.830
35.830
37.858
1.028
3
3,283
61
7/10/19
21/10/19
14
- cash -
21/10/19
28/10/19
7
Pfizer
100
90
36.460
37.280
35.640
-0.820
-2
3,209
-69
28/10/19
24/02/20
119
- cash -
24/02/20
11/05/20
77
Exxon Mobil
100
56
56.370
45.740
69.470
13.100
23
3,943
169
11/05/20
29/06/20
49
- cash -
29/06/20
6/07/20
7
Exxon Mobil
100
88
44.320
44.390
44.250
-0.070
0
3,937
-8
6/07/20
3/08/20
28
- cash -
3/08/20
17/08/20
14
Boeing
100
24
162.270
172.010
152.530
-9.740
-6
3,703
-80
17/08/20
21/09/20
35
- cash -
21/09/20
28/09/20
7
Exxon Mobil
100
101
36.430
35.310
37.586
1.156
3
3,820
409
28/09/20
19/10/20
21
- cash -
19/10/20
9/11/20
21
Exxon Mobil
100
114
33.420
36.930
29.910
-3.510
-11
3,419
-85
9/11/20
1/02/21
84
- cash -
1/02/21
8/02/21
7
Verizon
100
62
54.280
55.050
53.510
-0.770
-1
3,372
-53
8/02/21
1/03/21
21
- cash -
accum 23/01/06
8/02/21 2240
days out of 5537 invested (40%)
-66
3,372
-16
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Goldman Sachs short 3/09/07 24/09/07 21 180.80 210.43 151.17 -29.63 -16.39
15/09/08 29/12/08 105 135.50 76.56 239.82 104.32 76.99
10/05/10 26/07/10 77 143.83 148.20 139.46 -4.37 -3.04
3/10/11 10/10/11 7 90.08 96.14 84.02 -6.06 -6.73
17/10/11 24/10/11 7 96.90 103.98 89.82 -7.08 -7.31
21/11/11 28/11/11 7 91.30 90.43 92.18 0.88 0.96
14/05/12 23/07/12 70 99.77 93.16 106.85 7.08 7.10
20/06/16 4/07/16 14 147.75 148.25 147.25 -0.50 -0.34
15/10/18 11/02/19 119 215.22 198.50 233.35 18.13 8.42 44.94
Exxon Mobil 25/01/10 29/03/10 63 65.85 67.30 64.40 -1.45 -2.20
24/02/20 11/05/20 77 56.37 45.74 69.47 13.10 23.24
29/06/20 6/07/20 7 44.32 44.39 44.25 -0.07 -0.16
21/09/20 28/09/20 7 36.43 35.31 37.59 1.16 3.17
19/10/20 9/11/20 21 33.42 36.93 29.91 -3.51 -10.50 11.11
Cisco Systems 21/03/11 4/04/11 14 17.39 17.06 17.72 0.33 1.92
18/04/11 25/04/11 7 16.73 17.10 16.36 -0.37 -2.21
6/06/11 25/07/11 49 15.99 16.28 15.70 -0.29 -1.81
1/08/11 3/10/11 63 15.83 15.19 16.50 0.67 4.21 1.98
Intel 23/01/06 20/02/06 28 21.35 20.62 22.11 0.76 3.54
24/04/06 8/05/06 14 18.91 20.11 17.71 -1.20 -6.35
22/05/06 24/07/06 63 18.01 17.48 18.56 0.55 3.03
29/10/12 7/01/13 70 21.63 21.25 22.02 0.39 1.79 1.70
IBM 19/08/13 26/08/13 7 184.23 184.74 183.72 -0.51 -0.28
2/09/13 21/10/13 49 183.96 172.86 195.77 11.81 6.42
27/01/14 17/02/14 21 177.90 183.19 172.61 -5.29 -2.97
21/08/17 4/09/17 14 140.33 144.08 136.58 -3.75 -2.67 0.22
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Nike 28/11/16 12/12/16 14 51.28 51.54 51.02 -0.26 -0.51 -0.51
Home Depot 24/09/07 1/10/07 7 33.88 33.16 34.62 0.74 2.17
12/11/07 24/12/07 42 28.46 27.01 29.99 1.53 5.37
31/12/07 24/03/08 84 26.94 29.26 24.62 -2.32 -8.61 -1.62
Johnson & Johnson 9/07/07 16/07/07 7 62.72 63.80 61.64 -1.08 -1.72 -1.72
Verizon 24/02/14 31/03/14 35 46.23 47.57 44.89 -1.34 -2.90
24/04/17 8/05/17 14 47.05 46.63 47.47 0.42 0.90
15/05/17 29/05/17 14 45.38 45.32 45.44 0.06 0.13
1/02/21 8/02/21 7 54.28 55.05 53.51 -0.77 -1.42 -3.29
McDonald´s 8/09/14 29/09/14 21 92.50 96.22 88.78 -3.72 -4.02 -4.02
Procter & Gamble 23/04/18 21/05/18 28 73.00 74.06 71.94 -1.06 -1.45
18/06/18 9/07/18 21 75.84 77.86 73.82 -2.02 -2.66 -4.08
Walt Disney 12/09/16 28/11/16 77 93.64 97.63 89.65 -3.99 -4.26 -4.26
Pfizer 30/07/07 27/08/07 28 23.76 24.76 22.76 -1.00 -4.21
25/08/14 1/09/14 7 28.91 29.26 28.56 -0.35 -1.21
16/09/19 7/10/19 21 36.83 35.83 37.86 1.03 2.79
21/10/19 28/10/19 7 36.46 37.28 35.64 -0.82 -2.25 -4.92
Chevron 1/06/15 17/08/15 77 102.61 83.23 126.50 23.89 23.28
24/08/15 26/10/15 63 72.12 88.77 55.47 -16.65 -23.09 -5.18
Boeing 3/08/20 17/08/20 14 162.27 172.01 152.53 -9.74 -6.00 -6.00
Raytheon Tech 4/08/14 18/08/14 14 66.11 68.02 64.20 -1.91 -2.89
13/10/14 3/11/14 21 62.50 66.90 58.10 -4.40 -7.04 -9.73
UnitedHealth 31/03/08 7/04/08 7 34.36 36.67 32.05 -2.31 -6.72
14/04/08 21/04/08 7 36.29 37.81 34.77 -1.52 -4.19
26/05/08 2/06/08 7 35.02 33.99 36.08 1.06 3.03
9/06/08 16/06/08 7 32.93 30.20 35.91 2.98 9.04
23/06/08 1/09/08 70 26.39 29.28 23.50 -2.89 -10.95 -10.59
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Merck (MSD) 5/03/18 23/04/18 49 54.40 60.25 48.55 -5.85 -10.75 -10.75
American Express 5/01/09 13/04/09 98 19.95 20.46 19.44 -0.51 -2.56
8/02/16 14/03/16 35 52.40 59.57 45.23 -7.17 -13.68 -15.89
Apple 24/06/13 15/07/13 21 14.38 15.27 13.49 -0.89 -6.19
12/08/13 19/08/13 7 16.69 18.13 15.25 -1.44 -8.64
23/05/16 30/05/16 7 24.11 25.09 23.13 -0.98 -4.07 -17.78
Walgreens Boots 16/08/10 6/09/10 21 28.19 28.49 27.89 -0.30 -1.06
9/04/12 23/04/12 14 32.56 35.40 29.72 -2.84 -8.72
5/02/18 26/02/18 21 70.43 70.60 70.26 -0.17 -0.24
13/05/19 20/05/19 7 52.12 52.26 51.98 -0.14 -0.27
3/06/19 24/06/19 21 49.91 51.95 47.87 -2.04 -4.09
1/07/19 8/07/19 7 54.65 55.43 53.87 -0.78 -1.43
12/08/19 9/09/19 28 51.87 55.59 48.15 -3.72 -7.17 -21.15
Caterpillar 5/03/07 16/04/07 42 63.17 66.90 59.44 -3.73 -5.90
6/07/09 20/07/09 14 31.70 36.65 26.75 -4.95 -15.62
5/01/15 12/01/15 7 87.03 86.89 87.17 0.14 0.16
19/01/15 16/02/15 28 83.86 85.13 82.59 -1.27 -1.51
23/02/15 2/03/15 7 83.49 83.00 83.98 0.49 0.59
13/04/15 18/05/15 35 82.14 88.29 75.99 -6.15 -7.49
21/12/15 8/02/16 49 65.24 64.58 65.91 0.67 1.02 -26.37
Annotations
3/04/20 Raytheon Tech spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger
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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