| |
| |
Assessment - Dow Jones Composite Average - 3/25/24 - RS = 26
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
3/25/24 |
⇓ Δwk |
9/25/23 |
prc diff |
⇓ Δ26 |
|
∅-RS |
| | |
|
|
|
L |
|
DJCA |
12,735.700 |
Thu |
0.46 |
12,537.900 |
1.58 |
11,330.500 |
1,207.400 |
10.66 |
|
8.08 |
| | |
|
|
|
L |
|
Uber Technologies |
76.990 |
Thu |
-1.43 |
79.410 |
-3.05 |
44.910 |
34.500 |
76.82 |
|
68.32 |
| | |
|
|
|
L |
|
Caterpillar |
366.430 |
Thu |
0.49 |
355.950 |
2.94 |
274.270 |
81.680 |
29.78 |
|
36.82 |
| | |
|
|
|
|
|
salesforce.com |
301.180 |
Thu |
-0.07 |
306.060 |
-1.59 |
206.340 |
99.720 |
48.33 |
|
35.10 |
| | |
|
|
|
L |
|
American Express |
227.690 |
Thu |
-0.03 |
226.030 |
0.73 |
153.230 |
72.800 |
47.51 |
|
33.31 |
| | |
|
|
|
L |
|
Walt Disney |
122.360 |
Thu |
1.14 |
119.360 |
2.51 |
81.010 |
38.350 |
47.34 |
|
29.55 |
| | |
|
|
|
L |
|
JP Morgan Chase |
200.300 |
Thu |
0.39 |
194.820 |
2.81 |
146.450 |
48.370 |
33.03 |
|
28.54 |
| | |
|
|
|
L |
|
IBM |
190.960 |
Thu |
0.08 |
188.790 |
1.15 |
146.480 |
42.310 |
28.88 |
|
28.19 |
| | |
|
|
|
|
|
Matson |
112.400 |
Thu |
1.11 |
109.750 |
2.41 |
88.680 |
21.070 |
23.76 |
|
27.19 |
| | |
|
|
|
L |
|
Travelers Companies |
230.140 |
Thu |
0.57 |
225.530 |
2.04 |
167.840 |
57.690 |
34.37 |
|
25.83 |
| | |
|
|
|
|
|
Microsoft |
420.720 |
Thu |
-0.17 |
422.860 |
-0.51 |
317.540 |
105.320 |
33.17 |
|
23.04 |
| | |
|
|
|
L |
|
Home Depot |
383.600 |
Thu |
-0.59 |
383.510 |
0.02 |
306.490 |
77.020 |
25.13 |
|
20.62 |
| | |
|
|
|
L |
|
Kirby |
95.320 |
Thu |
0.31 |
92.470 |
3.08 |
84.080 |
8.390 |
9.98 |
|
18.74 |
| | |
|
|
|
L |
|
Goldman Sachs |
417.690 |
Thu |
0.59 |
404.940 |
3.15 |
328.840 |
76.100 |
23.14 |
|
18.33 |
| | |
|
|
|
|
|
Ryder System |
120.190 |
Thu |
1.33 |
115.000 |
4.51 |
104.660 |
10.340 |
9.88 |
|
17.92 |
| | |
|
|
|
L |
|
Delta Air Lines |
47.870 |
Thu |
1.18 |
45.420 |
5.39 |
37.560 |
7.860 |
20.93 |
|
17.67 |
| | |
|
|
|
|
|
FedEx |
289.740 |
Thu |
0.65 |
282.570 |
2.54 |
266.430 |
16.140 |
6.06 |
|
15.01 |
| | |
|
|
|
L |
|
Old Dominion FL |
219.310 |
Thu |
2.49 |
435.030 |
-49.59 |
408.510 |
26.520 |
6.49 |
|
14.76 |
| | |
|
|
|
L |
|
Visa |
279.080 |
Thu |
0.02 |
281.210 |
-0.76 |
233.360 |
47.850 |
20.50 |
|
14.58 |
| | |
|
|
|
L |
|
Walmart |
60.170 |
Thu |
-0.91 |
60.570 |
-0.66 |
54.357 |
6.213 |
11.43 |
|
14.40 |
| | |
|
|
|
|
|
Intel |
44.170 |
Thu |
0.91 |
41.830 |
5.59 |
34.290 |
7.540 |
21.99 |
|
13.68 |
| | |
|
|
|
|
|
Norfolk Southern |
254.870 |
Thu |
1.25 |
248.030 |
2.76 |
202.880 |
45.150 |
22.25 |
|
13.33 |
| | |
|
|
|
|
|
CSX |
37.070 |
Thu |
0.62 |
36.840 |
0.62 |
31.150 |
5.690 |
18.27 |
|
13.13 |
| | |
|
|
|
L |
|
Verizon |
41.960 |
Thu |
1.01 |
40.870 |
2.67 |
33.160 |
7.710 |
23.25 |
|
12.74 |
| | |
|
|
|
L |
|
Merck (MSD) |
131.950 |
Thu |
0.15 |
125.310 |
5.30 |
105.840 |
19.470 |
18.40 |
|
12.73 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
3/25/24 |
⇓ Δwk |
9/25/23 |
prc diff |
⇓ Δ26 |
|
∅-RS |
| | |
|
|
|
|
|
Union Pacific |
245.930 |
Thu |
0.53 |
243.850 |
0.85 |
208.480 |
35.370 |
16.97 |
|
11.95 |
| | |
|
|
|
|
|
Amgen |
284.320 |
Thu |
-0.69 |
280.820 |
1.25 |
266.860 |
13.960 |
5.23 |
|
8.76 |
| | |
|
|
|
L |
|
Dow |
57.930 |
Thu |
-0.36 |
57.390 |
0.94 |
51.090 |
6.300 |
12.33 |
|
7.95 |
| | |
|
|
|
L |
|
PSEG |
66.780 |
Thu |
0.20 |
65.320 |
2.24 |
60.290 |
5.030 |
8.34 |
|
6.39 |
| | |
|
|
|
L |
|
Procter & Gamble |
162.250 |
Thu |
-0.22 |
160.190 |
1.29 |
150.660 |
9.530 |
6.33 |
|
5.69 |
| | |
|
|
|
L |
|
American Airlines |
15.350 |
Thu |
0.33 |
14.920 |
2.88 |
12.910 |
2.010 |
15.57 |
|
5.63 |
| | |
|
|
|
L |
|
3M |
106.070 |
Thu |
1.42 |
104.840 |
1.17 |
94.790 |
10.050 |
10.60 |
|
5.25 |
| | |
|
|
|
|
|
J.B. Hunt |
199.250 |
Thu |
2.07 |
192.000 |
3.78 |
190.460 |
1.540 |
0.81 |
|
2.76 |
| | |
|
|
|
L |
|
FirstEnergy |
38.620 |
Thu |
0.42 |
38.360 |
0.68 |
35.920 |
2.440 |
6.79 |
|
2.49 |
| | |
|
|
|
L |
|
Duke Energy |
96.710 |
Thu |
0.65 |
94.840 |
1.97 |
93.310 |
1.530 |
1.64 |
|
2.26 |
| | |
|
|
|
|
|
Expeditors Wash |
121.570 |
Thu |
0.27 |
120.060 |
1.26 |
115.870 |
4.190 |
3.62 |
|
1.65 |
| | |
|
|
|
L |
|
United Airlines |
47.880 |
Thu |
1.35 |
44.890 |
6.66 |
42.930 |
1.960 |
4.57 |
|
1.63 |
| | |
|
|
|
|
|
Honeywell |
205.250 |
Thu |
0.06 |
198.480 |
3.41 |
191.860 |
6.620 |
3.45 |
|
1.59 |
| | |
|
|
|
L |
|
Atmos Energy |
118.870 |
Thu |
0.52 |
116.100 |
2.39 |
110.480 |
5.620 |
5.09 |
|
1.50 |
| | |
|
|
|
L |
|
Edison International |
70.730 |
Thu |
1.92 |
69.230 |
2.17 |
67.640 |
1.590 |
2.35 |
|
1.41 |
| | |
|
|
|
L |
|
AEP |
86.100 |
Thu |
1.53 |
82.870 |
3.90 |
78.680 |
4.190 |
5.33 |
|
1.26 |
| | |
|
|
|
L |
|
Coca-Cola |
61.180 |
Thu |
0.25 |
60.400 |
1.29 |
57.000 |
3.400 |
5.96 |
|
1.21 |
| | |
|
|
|
L |
|
Chevron |
157.740 |
Thu |
0.89 |
156.470 |
0.81 |
168.710 |
-12.240 |
-7.26 |
|
0.35 |
| | |
|
|
|
|
|
Southern |
71.740 |
Thu |
0.97 |
69.760 |
2.84 |
69.290 |
0.470 |
0.68 |
|
0.30 |
| | |
|
|
|
|
|
Landstar System |
192.760 |
Thu |
2.91 |
183.420 |
5.09 |
183.510 |
-0.090 |
-0.05 |
|
-0.59 |
| | |
|
|
|
L |
|
Dominion Resources |
49.190 |
Thu |
1.38 |
48.250 |
1.95 |
47.910 |
0.340 |
0.71 |
|
-0.78 |
| | |
|
|
|
L |
|
Alaska Air Group |
42.990 |
Thu |
2.33 |
39.680 |
8.34 |
37.360 |
2.320 |
6.21 |
|
-1.10 |
| | |
|
|
|
S |
|
McDonald´s |
281.950 |
Thu |
-0.02 |
278.620 |
1.20 |
269.780 |
8.840 |
3.28 |
|
-1.92 |
| | |
|
|
|
|
|
Johnson & Johnson |
158.190 |
Thu |
0.15 |
155.220 |
1.91 |
160.260 |
-5.040 |
-3.14 |
|
-2.60 |
| | |
|
|
|
L |
|
NextEra Energy |
63.910 |
Thu |
0.19 |
62.610 |
2.08 |
67.470 |
-4.860 |
-7.20 |
|
-2.65 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
3/25/24 |
⇓ Δwk |
9/25/23 |
prc diff |
⇓ Δ26 |
|
∅-RS |
| | |
|
|
|
|
|
Cisco Systems |
49.910 |
Thu |
0.28 |
49.680 |
0.46 |
53.480 |
-3.800 |
-7.11 |
|
-2.68 |
| | |
|
|
|
|
|
Consolidated Edison |
90.810 |
Thu |
0.84 |
88.500 |
2.61 |
90.230 |
-1.730 |
-1.92 |
|
-3.20 |
| | |
|
|
|
S |
|
UnitedHealth |
494.700 |
Thu |
0.32 |
485.880 |
1.82 |
510.280 |
-24.400 |
-4.78 |
|
-3.82 |
| | |
|
|
|
S |
|
Sempra |
71.830 |
Thu |
0.81 |
69.630 |
3.16 |
71.660 |
-2.030 |
-2.83 |
|
-4.10 |
| | |
|
|
|
L |
|
UPS |
148.630 |
Thu |
0.88 |
156.570 |
-5.07 |
154.310 |
2.260 |
1.46 |
|
-4.15 |
| | |
|
|
|
|
|
Southwest Airlines |
29.190 |
Thu |
-0.27 |
28.510 |
2.39 |
27.500 |
1.010 |
3.67 |
|
-4.63 |
| | |
|
|
|
S |
|
Apple |
171.480 |
Thu |
-1.06 |
170.850 |
0.37 |
176.080 |
-5.230 |
-2.97 |
|
-5.39 |
| | |
|
|
|
|
|
Exelon |
37.570 |
Thu |
0.70 |
36.850 |
1.95 |
40.300 |
-3.450 |
-8.56 |
|
-5.68 |
| | |
|
|
|
S |
|
Boeing |
192.990 |
Thu |
0.54 |
191.410 |
0.83 |
198.780 |
-7.370 |
-3.71 |
|
-9.15 |
| | |
|
|
|
|
|
AES |
17.930 |
Thu |
3.94 |
16.450 |
9.00 |
16.240 |
0.210 |
1.29 |
|
-9.80 |
| | |
|
|
|
S |
|
American Water |
122.210 |
Thu |
0.58 |
117.140 |
4.33 |
132.700 |
-15.560 |
-11.73 |
|
-12.50 |
| | |
|
|
|
S |
|
Nike |
93.980 |
Thu |
-0.16 |
93.750 |
0.25 |
90.600 |
3.150 |
3.48 |
|
-12.60 |
| | |
|
|
|
S |
|
Xcel Energy |
53.750 |
Thu |
0.69 |
52.480 |
2.42 |
59.490 |
-7.010 |
-11.78 |
|
-14.01 |
| | |
|
|
|
S |
|
C.H. Robinson |
76.140 |
Thu |
2.45 |
74.820 |
1.76 |
85.590 |
-10.770 |
-12.58 |
|
-14.77 |
| | |
|
|
|
|
|
Walgreens Boots |
21.690 |
Thu |
3.19 |
20.630 |
5.14 |
21.340 |
-0.710 |
-3.33 |
|
-18.77 |
| | |
|
|
|
S |
|
Avis Budget |
122.460 |
Thu |
-0.62 |
118.470 |
3.37 |
180.840 |
-62.370 |
-34.49 |
|
-32.72 |
DJCA - 65 out of 65 instruments rated - 3/25/24 / 9/25/23 - 49 did rise, Market-Ratio(26) = 75.38 % |
Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions Dow Jones Composite Average * 26 - 60/40 (2)
|
⇐ |
| |
L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | ps short | prc diff | d % | asset | yield | |
1/02/06 |
11/05/07 |
672 |
|
- cash - |
short |
11/05/07 |
1/28/08 |
84 |
|
|
|
JetBlue Airways |
50 |
584 |
|
8.550 |
4.940 |
14.798 |
6.248 |
73 |
13,649 |
984 |
|
|
|
|
|
|
|
|
Alaska Air Group |
50 |
840 |
|
5.955 |
5.937 |
5.973 |
0.018 |
0 |
13,664 |
1 |
|
100 |
37 |
288 | |
long |
1/28/08 |
2/18/08 |
21 |
|
|
|
Kirby |
50 |
158 |
|
42.980 |
48.640 |
|
5.660 |
13 |
14,558 |
759 |
|
|
|
|
|
|
|
|
J.B. Hunt |
50 |
246 |
|
27.900 |
29.470 |
|
1.570 |
6 |
14,945 |
159 |
|
100 |
9 |
375 | |
short |
2/18/08 |
7/20/09 |
518 |
|
|
|
JetBlue Airways |
50 |
1,222 |
|
6.110 |
4.750 |
7.859 |
1.749 |
29 |
17,082 |
19 |
|
|
|
|
|
|
|
|
Avis Budget |
50 |
612 |
|
12.210 |
7.190 |
20.735 |
8.525 |
70 |
22,300 |
45 |
|
100 |
49 |
33 | |
long |
7/20/09 |
6/07/10 |
322 |
|
|
|
Avis Budget |
50 |
1,550 |
|
7.190 |
10.390 |
|
3.200 |
45 |
27,260 |
52 |
|
|
|
|
|
|
|
|
Goldman Sachs |
50 |
69 |
|
160.030 |
138.680 |
|
-21.350 |
-13 |
25,786 |
-15 |
|
100 |
16 |
18 | |
short |
6/07/10 |
7/19/10 |
42 |
|
|
|
Exxon Mobil |
50 |
217 |
|
59.300 |
58.430 |
60.183 |
0.883 |
1 |
25,978 |
14 |
|
|
|
|
|
|
|
|
Exelon |
50 |
342 |
|
37.730 |
41.820 |
33.640 |
-4.090 |
-11 |
24,579 |
-63 |
|
100 |
-5 |
-34 | |
long |
7/19/10 |
8/01/11 |
378 |
|
|
|
United Airlines |
50 |
580 |
|
21.180 |
17.990 |
|
-3.190 |
-15 |
22,729 |
-15 |
|
|
|
|
|
|
|
|
Alaska Air Group |
50 |
1,031 |
|
11.925 |
15.017 |
|
3.092 |
26 |
25,917 |
25 |
|
100 |
5 |
5 | |
short |
8/01/11 |
12/19/11 |
140 |
|
|
|
Cisco Systems |
50 |
818 |
|
15.830 |
17.690 |
13.970 |
-1.860 |
-12 |
24,395 |
-28 |
|
|
|
|
|
|
|
|
Delta Air Lines |
50 |
1,662 |
|
7.800 |
8.510 |
7.090 |
-0.710 |
-9 |
23,215 |
-22 |
|
100 |
-10 |
-25 | |
long |
12/19/11 |
6/08/15 |
1267 |
|
|
|
Kirby |
50 |
184 |
|
62.800 |
76.580 |
|
13.780 |
22 |
25,751 |
6 |
|
|
|
|
|
|
|
|
Visa |
50 |
473 |
|
24.645 |
67.680 |
|
43.035 |
175 |
46,107 |
34 |
|
100 |
99 |
22 | |
L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | ps short | prc diff | d % | asset | yield | | short |
6/08/15 |
2/22/16 |
259 |
|
|
|
Kirby |
50 |
301 |
|
76.580 |
55.290 |
106.068 |
29.488 |
39 |
54,982 |
58 |
|
|
|
|
|
|
|
|
Kansas City Southern |
50 |
247 |
|
93.120 |
83.010 |
104.461 |
11.341 |
12 |
57,784 |
18 |
|
100 |
25 |
38 | |
long |
2/22/16 |
12/24/18 |
1036 |
|
|
|
NiSource |
50 |
1,318 |
|
21.910 |
24.890 |
|
2.980 |
14 |
61,711 |
5 |
|
|
|
|
|
|
|
|
American Water |
50 |
436 |
|
66.270 |
86.310 |
|
20.040 |
30 |
70,449 |
10 |
|
100 |
22 |
7 | |
short |
12/24/18 |
4/15/19 |
112 |
|
|
|
PG & E |
50 |
1,521 |
|
23.150 |
23.720 |
22.580 |
-0.570 |
-2 |
69,582 |
-8 |
|
|
|
|
|
|
|
|
Avis Budget |
50 |
1,574 |
|
22.380 |
35.400 |
9.360 |
-13.020 |
-58 |
49,088 |
-94 |
|
100 |
-30 |
-69 | |
long |
4/15/19 |
3/09/20 |
329 |
|
|
|
Procter & Gamble |
50 |
232 |
|
105.730 |
116.060 |
|
10.330 |
10 |
51,485 |
11 |
|
|
|
|
|
|
|
|
AES |
50 |
1,357 |
|
18.090 |
14.580 |
|
-3.510 |
-19 |
46,722 |
-21 |
|
100 |
-5 |
-5 | |
short |
3/09/20 |
9/07/20 |
182 |
|
|
|
United Airlines |
50 |
499 |
|
46.780 |
38.210 |
57.272 |
10.492 |
22 |
51,957 |
50 |
|
|
|
|
|
|
|
|
American Airlines |
50 |
1,584 |
|
14.750 |
13.610 |
15.986 |
1.236 |
8 |
53,914 |
18 |
|
100 |
15 |
33 | |
long |
9/07/20 |
5/09/22 |
609 |
|
|
|
Apple |
50 |
222 |
|
120.960 |
152.060 |
|
31.100 |
26 |
60,819 |
15 |
|
|
|
|
|
|
|
|
FedEx |
50 |
119 |
|
226.120 |
208.430 |
|
-17.690 |
-8 |
58,713 |
-5 |
|
100 |
9 |
5 | |
short |
5/09/22 |
12/12/22 |
217 |
|
|
|
Boeing |
50 |
220 |
|
133.310 |
186.270 |
80.350 |
-52.960 |
-40 |
47,062 |
-57 |
|
|
|
|
|
|
|
|
JetBlue Airways |
50 |
2,974 |
|
9.880 |
7.690 |
12.694 |
2.814 |
28 |
55,430 |
52 |
|
100 |
-6 |
-9 | |
long |
12/12/22 |
3/13/23 |
91 |
|
|
|
AES |
50 |
952 |
|
29.110 |
22.900 |
|
-6.210 |
-21 |
49,518 |
-62 |
|
|
|
|
|
|
|
|
PG & E |
50 |
1,731 |
|
16.010 |
15.760 |
|
-0.250 |
-2 |
49,086 |
-6 |
|
100 |
-11 |
-39 | |
L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | ps short | prc diff | d % | asset | yield | | short |
3/13/23 |
3/27/23 |
14 |
|
|
|
3M |
50 |
237 |
|
103.500 |
101.490 |
105.550 |
2.050 |
2 |
49,571 |
67 |
|
|
|
|
|
|
|
|
Dominion Resources |
50 |
453 |
|
54.200 |
54.130 |
54.270 |
0.070 |
0 |
49,603 |
3 |
|
100 |
1 |
31 | |
long |
3/27/23 |
5/29/23 |
63 |
|
|
|
Boeing |
50 |
123 |
|
200.570 |
203.630 |
|
3.060 |
2 |
49,979 |
9 |
|
|
|
|
|
|
|
|
salesforce.com |
50 |
130 |
|
191.260 |
215.440 |
|
24.180 |
13 |
53,123 |
99 |
|
100 |
7 |
49 | |
short |
5/29/23 |
7/24/23 |
56 |
|
|
|
3M |
50 |
273 |
|
96.940 |
104.270 |
89.610 |
-7.330 |
-8 |
51,122 |
-40 |
|
|
|
|
|
|
|
|
Dominion Resources |
50 |
534 |
|
49.860 |
53.890 |
45.830 |
-4.030 |
-8 |
48,970 |
-42 |
|
100 |
-8 |
-41 | |
long |
7/24/23 |
10/02/23 |
70 |
|
|
|
Delta Air Lines |
50 |
515 |
|
47.480 |
36.450 |
|
-11.030 |
-23 |
43,289 |
-75 |
|
|
|
|
|
|
|
|
salesforce.com |
50 |
108 |
|
225.660 |
203.710 |
|
-21.950 |
-10 |
40,919 |
-41 |
|
100 |
-16 |
-61 | |
short |
10/02/23 |
12/04/23 |
63 |
|
|
|
AES |
50 |
1,444 |
|
14.160 |
17.980 |
10.340 |
-3.820 |
-27 |
35,403 |
-84 |
|
|
|
|
|
|
|
|
JetBlue Airways |
50 |
4,412 |
|
4.640 |
4.840 |
4.440 |
-0.200 |
-4 |
34,520 |
-23 |
|
100 |
-16 |
-63 | |
long |
12/04/23 |
3/28/24 |
115 |
|
|
|
Matson |
50 |
173 |
|
99.470 |
112.400 |
|
12.930 |
13 |
36,757 |
47 |
|
|
|
|
|
|
|
|
salesforce.com |
50 |
69 |
|
250.660 |
301.180 |
|
50.520 |
20 |
40,243 |
79 |
|
100 |
17 |
63 | |
accum | 11/05/07 |
3/28/24 | 5989 |
days out of 6661 invested (90%) |
302 |
40,243 |
9 |
|
Instrument Related Contribution
instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | spl | di % | total |
Visa | long | 12/19/11 | 6/08/15 | 1267 | 24.65 | 67.68 | | 43.04 | 174.62 | 50 | 87.31 | 87.31 |
JetBlue Airways | short | 11/05/07 | 1/28/08 | 84 | 8.55 | 4.94 | 14.80 | 6.25 | 73.08 | | 36.54 | |
| short | 2/18/08 | 7/20/09 | 518 | 6.11 | 4.75 | 7.86 | 1.75 | 28.63 | | 14.32 | |
| short | 5/09/22 | 12/12/22 | 217 | 9.88 | 7.69 | 12.69 | 2.81 | 28.48 | | 14.24 | |
| short | 10/02/23 | 12/04/23 | 63 | 4.64 | 4.84 | 4.44 | -0.20 | -4.31 | | -2.16 | 74.47 |
Kirby | long | 1/28/08 | 2/18/08 | 21 | 42.98 | 48.64 | | 5.66 | 13.17 | | 6.58 | |
| long | 12/19/11 | 6/08/15 | 1267 | 62.80 | 76.58 | | 13.78 | 21.94 | | 10.97 | |
| short | 6/08/15 | 2/22/16 | 259 | 76.58 | 55.29 | 106.07 | 29.49 | 38.51 | | 19.25 | 41.05 |
Avis Budget | short | 2/18/08 | 7/20/09 | 518 | 12.21 | 7.19 | 20.73 | 8.52 | 69.82 | | 34.91 | |
| long | 7/20/09 | 6/07/10 | 322 | 7.19 | 10.39 | | 3.20 | 44.51 | | 22.25 | |
| short | 12/24/18 | 4/15/19 | 112 | 22.38 | 35.40 | 9.36 | -13.02 | -58.18 | | -29.09 | 16.96 |
American Water | long | 2/22/16 | 12/24/18 | 1036 | 66.27 | 86.31 | | 20.04 | 30.24 | | 15.12 | 15.12 |
Alaska Air Group | short | 11/05/07 | 1/28/08 | 84 | 5.96 | 5.94 | 5.97 | 0.02 | 0.30 | | 0.15 | |
| long | 7/19/10 | 8/01/11 | 378 | 11.93 | 15.02 | | 3.09 | 25.93 | | 12.96 | 13.14 |
Apple | long | 9/07/20 | 5/09/22 | 609 | 120.96 | 152.06 | | 31.10 | 25.71 | | 12.86 | 12.86 |
salesforce.com | long | 3/27/23 | 5/29/23 | 63 | 191.26 | 215.44 | | 24.18 | 12.64 | | 6.32 | |
| long | 7/24/23 | 10/02/23 | 70 | 225.66 | 203.71 | | -21.95 | -9.73 | | -4.86 | |
| long | 12/04/23 | 3/28/24 | 115 | 250.66 | 301.18 | | 50.52 | 20.15 | | 10.08 | 11.34 |
NiSource | long | 2/22/16 | 12/24/18 | 1036 | 21.91 | 24.89 | | 2.98 | 13.60 | | 6.80 | 6.80 |
Matson | long | 12/04/23 | 3/28/24 | 115 | 99.47 | 112.40 | | 12.93 | 13.00 | | 6.50 | 6.50 |
Kansas City Southern | short | 6/08/15 | 2/22/16 | 259 | 93.12 | 83.01 | 104.46 | 11.34 | 12.18 | | 6.09 | 6.09 |
Procter & Gamble | long | 4/15/19 | 3/09/20 | 329 | 105.73 | 116.06 | | 10.33 | 9.77 | | 4.89 | 4.89 |
American Airlines | short | 3/09/20 | 9/07/20 | 182 | 14.75 | 13.61 | 15.99 | 1.24 | 8.38 | | 4.19 | 4.19 |
United Airlines | long | 7/19/10 | 8/01/11 | 378 | 21.18 | 17.99 | | -3.19 | -15.06 | | -7.53 | |
| short | 3/09/20 | 9/07/20 | 182 | 46.78 | 38.21 | 57.27 | 10.49 | 22.43 | | 11.21 | 2.84 |
instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | spl | di % | total |
J.B. Hunt | long | 1/28/08 | 2/18/08 | 21 | 27.90 | 29.47 | | 1.57 | 5.63 | | 2.81 | 2.81 |
Exxon Mobil | short | 6/07/10 | 7/19/10 | 42 | 59.30 | 58.43 | 60.18 | 0.88 | 1.49 | | 0.74 | 0.74 |
PG & E | short | 12/24/18 | 4/15/19 | 112 | 23.15 | 23.72 | 22.58 | -0.57 | -2.46 | | -1.23 | |
| long | 12/12/22 | 3/13/23 | 91 | 16.01 | 15.76 | | -0.25 | -1.56 | | -0.78 | -2.00 |
3M | short | 3/13/23 | 3/27/23 | 14 | 103.50 | 101.49 | 105.55 | 2.05 | 1.98 | | 0.99 | |
| short | 5/29/23 | 7/24/23 | 56 | 96.94 | 104.27 | 89.61 | -7.33 | -7.56 | | -3.78 | -2.83 |
FedEx | long | 9/07/20 | 5/09/22 | 609 | 226.12 | 208.43 | | -17.69 | -7.82 | | -3.91 | -3.91 |
Dominion Resources | short | 3/13/23 | 3/27/23 | 14 | 54.20 | 54.13 | 54.27 | 0.07 | 0.13 | | 0.06 | |
| short | 5/29/23 | 7/24/23 | 56 | 49.86 | 53.89 | 45.83 | -4.03 | -8.08 | | -4.04 | -3.98 |
Exelon | short | 6/07/10 | 7/19/10 | 42 | 37.73 | 41.82 | 33.64 | -4.09 | -10.84 | | -5.42 | -5.42 |
Cisco Systems | short | 8/01/11 | 12/19/11 | 140 | 15.83 | 17.69 | 13.97 | -1.86 | -11.75 | | -5.87 | -5.87 |
Goldman Sachs | long | 7/20/09 | 6/07/10 | 322 | 160.03 | 138.68 | | -21.35 | -13.34 | | -6.67 | -6.67 |
Delta Air Lines | short | 8/01/11 | 12/19/11 | 140 | 7.80 | 8.51 | 7.09 | -0.71 | -9.10 | | -4.55 | |
| long | 7/24/23 | 10/02/23 | 70 | 47.48 | 36.45 | | -11.03 | -23.23 | | -11.62 | -15.64 |
Boeing | short | 5/09/22 | 12/12/22 | 217 | 133.31 | 186.27 | 80.35 | -52.96 | -39.73 | | -19.86 | |
| long | 3/27/23 | 5/29/23 | 63 | 200.57 | 203.63 | | 3.06 | 1.53 | | 0.76 | -19.25 |
AES | long | 4/15/19 | 3/09/20 | 329 | 18.09 | 14.58 | | -3.51 | -19.40 | | -9.70 | |
| long | 12/12/22 | 3/13/23 | 91 | 29.11 | 22.90 | | -6.21 | -21.33 | | -10.67 | |
| short | 10/02/23 | 12/04/23 | 63 | 14.16 | 17.98 | 10.34 | -3.82 | -26.98 | | -13.49 | -30.21 |
Annotations
3/14/24 | DJCA | | | Component update: Uber Technologies replaces JetBlue Airways |
2/26/24 | Walmart | | | stock split 1:3 (three for one) |
8/22/23 | Sempra | | | stock split 1:2 (two for one) |
6/29/21 | CSX | | | stock split 1:3 (three for one) |
12/24/15 | Nike | | | stock split 1:2 (two for one) |
10/15/15 | DJCA | | | American Airlines replaces Con-Way |
3/19/15 | Visa | | | forward stock split 1:4 (four for one) |
3/18/15 | DJIA | | | Apple replaces AT&T |
|
|