Assessment - Dow Jones Industrial Avgerage - 7/01/24 - RS = 12
⇐
⇓ instrument
freshest
⇓ Δday
7/01/24
⇓ Δwk
4/08/24
prc diff
⇓ Δ12
∅-RS
DJIA
39,357.000
8/12
-0.36
39,169.500
0.48
38,892.800
276.700
0.71
6.52
American Express
237.050
8/12
-0.34
233.810
1.39
224.110
9.700
4.33
24.48
L
Goldman Sachs
485.500
8/12
-0.97
463.660
4.71
410.540
53.120
12.94
24.06
L
Walmart
68.700
8/12
1.10
67.480
1.81
59.780
7.700
12.88
21.39
Microsoft
406.810
8/12
0.19
456.730
-10.93
424.590
32.140
7.57
21.25
JP Morgan Chase
206.190
8/12
0.19
205.450
0.36
198.480
6.970
3.51
18.62
L
Apple
217.530
8/12
0.71
216.750
0.36
168.450
48.300
28.67
18.50
L
Amgen
320.000
8/12
-0.77
311.010
2.89
269.200
41.810
15.53
11.69
Merck (MSD)
113.480
8/12
-0.93
127.900
-11.27
126.560
1.340
1.06
11.58
Caterpillar
336.030
8/12
-0.66
329.080
2.11
373.470
-44.390
-11.89
11.20
Travelers Companies
209.730
8/12
-1.29
202.970
3.33
230.590
-27.620
-11.98
10.84
L
Procter & Gamble
166.810
8/12
-2.19
162.720
2.51
156.040
6.680
4.28
8.63
L
Honeywell
196.790
8/12
-0.73
210.950
-6.71
197.760
13.190
6.67
7.95
Walt Disney
85.950
8/12
-0.30
98.040
-12.33
117.350
-19.310
-16.46
7.11
IBM
189.480
8/12
-1.03
175.100
8.21
189.820
-14.720
-7.75
6.95
Verizon
40.530
8/12
-0.54
41.740
-2.90
41.730
0.010
0.02
6.94
Visa
259.890
8/12
0.05
263.240
-1.27
277.760
-14.520
-5.23
5.92
Home Depot
345.810
8/12
-0.81
336.190
2.86
362.050
-25.860
-7.14
5.89
L
Coca-Cola
68.170
8/12
-0.74
63.280
7.73
59.270
4.010
6.77
5.27
L
3M
123.360
8/12
-0.65
100.610
22.61
91.930
8.680
9.44
2.10
Dow
52.220
8/12
-0.84
52.630
-0.78
59.520
-6.890
-11.58
2.08
Chevron
145.020
8/12
0.02
156.520
-7.35
161.270
-4.750
-2.95
-1.57
S
UnitedHealth
565.290
8/12
1.17
494.650
14.28
456.000
38.650
8.48
-3.00
S
salesforce.com
251.310
8/12
-0.48
256.210
-1.91
301.730
-45.520
-15.09
-5.37
Nike
74.640
8/12
0.40
76.830
-2.85
90.000
-13.170
-14.63
-6.53
⇓ instrument
freshest
⇓ Δday
7/01/24
⇓ Δwk
4/08/24
prc diff
⇓ Δ12
∅-RS
S
Johnson & Johnson
159.880
8/12
-0.46
146.440
9.18
151.590
-5.150
-3.40
-7.04
S
McDonald´s
269.460
8/12
0.58
249.990
7.79
267.560
-17.570
-6.57
-9.22
S
Cisco Systems
44.860
8/12
-1.34
47.520
-5.60
48.240
-0.720
-1.49
-9.84
Boeing
164.130
8/12
-2.25
186.700
-12.09
181.560
5.140
2.83
-12.42
S
Intel
19.360
8/12
-1.78
30.840
-37.22
37.980
-7.140
-18.80
-17.91
S
Walgreens Boots
10.200
8/12
-4.49
11.580
-11.92
19.160
-7.580
-39.56
-31.24
DJIA - 30 out of 30 instruments rated - 7/01/24 / 4/08/24 - 15 did rise, Market-Ratio(12) = 50.00 %
Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage * L12 - 37/26 (1)
⇐
L/S date buy date sell days instrument spl pieces prc buy prc sell prc diff d % asset yield
1/02/06
7/31/06
210
- cash -
long
7/31/06
3/05/07
217
Merck (MSD)
100
248
40.270
44.250
3.980
10
10,987
17
3/05/07
3/12/07
7
- cash -
3/12/07
1/21/08
315
Apple
100
3,423
3.210
5.559
2.349
73
19,028
89
1/21/08
4/07/08
77
- cash -
4/07/08
6/30/08
84
Apple
100
3,417
5.568
5.980
0.413
7
20,437
36
6/30/08
9/22/08
84
- cash -
9/22/08
10/06/08
14
Walmart
100
1,041
19.630
19.300
-0.330
-2
20,094
-36
10/06/08
1/19/09
105
- cash -
1/19/09
1/26/09
7
McDonald´s
100
352
57.070
58.400
1.330
2
20,562
232
1/26/09
2/09/09
14
- cash -
2/09/09
2/16/09
7
UnitedHealth
100
696
29.520
28.420
-1.100
-4
19,796
-86
2/16/09
4/06/09
49
- cash -
4/06/09
2/08/10
308
Goldman Sachs
100
169
116.650
151.100
34.450
30
25,618
36
2/08/10
2/15/10
7
- cash -
2/15/10
5/31/10
105
American Express
100
646
39.620
39.190
-0.430
-1
25,340
-4
5/31/10
8/02/10
63
- cash -
8/02/10
8/08/11
371
Apple
100
2,709
9.352
12.615
3.263
35
34,179
34
8/08/11
10/24/11
77
- cash -
10/24/11
8/24/15
1400
Visa
100
1,451
23.553
68.360
44.808
190
99,195
32
8/24/15
10/19/15
56
- cash -
10/19/15
1/18/16
91
Nike
100
1,489
66.605
57.560
-9.045
-14
85,727
-44
1/18/16
3/07/16
49
- cash -
3/07/16
4/02/18
756
McDonald´s
100
731
117.150
157.720
40.570
35
115,384
15
4/02/18
4/30/18
28
- cash -
4/30/18
12/17/18
231
Boeing
100
345
333.560
316.130
-17.430
-5
109,370
-8
12/17/18
1/21/19
35
- cash -
1/21/19
1/28/19
7
Merck (MSD)
100
1,441
75.870
72.920
-2.950
-4
105,119
-87
1/28/19
2/04/19
7
- cash -
2/04/19
3/09/20
399
Procter & Gamble
100
1,072
98.030
116.060
18.030
18
124,447
17
3/09/20
6/01/20
84
- cash -
6/01/20
6/13/22
742
Apple
100
1,546
80.463
131.880
51.418
64
203,939
28
6/13/22
8/01/22
49
- cash -
8/01/22
9/26/22
56
Chevron
100
1,270
160.510
140.960
-19.550
-12
179,110
-57
9/26/22
10/31/22
35
- cash -
10/31/22
10/16/23
350
Chevron
100
990
180.900
165.400
-15.500
-9
163,765
-9
10/16/23
11/13/23
28
- cash -
11/13/23
8/12/24
273
Microsoft
100
446
366.680
406.810
40.130
11
181,663
15
accum 7/31/06
8/12/24 5834
days out of 6898 invested (85%)
1,717
181,663
20
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Apple long 3/12/07 1/21/08 315 3.21 5.56 2.35 73.19
4/07/08 6/30/08 84 5.57 5.98 0.41 7.41
8/02/10 8/08/11 371 9.35 12.61 3.26 34.89
6/01/20 6/13/22 742 80.46 131.88 51.42 63.90 311.27
Visa 10/24/11 8/24/15 1400 23.55 68.36 44.81 190.25 190.25
McDonald´s 1/19/09 1/26/09 7 57.07 58.40 1.33 2.33
3/07/16 4/02/18 756 117.15 157.72 40.57 34.63 37.77
Goldman Sachs 4/06/09 2/08/10 308 116.65 151.10 34.45 29.53 29.53
Procter & Gamble 2/04/19 3/09/20 399 98.03 116.06 18.03 18.39 18.39
Microsoft 11/13/23 8/12/24 273 366.68 406.81 40.13 10.94 10.94
Merck (MSD) 7/31/06 3/05/07 217 40.27 44.25 3.98 9.88
1/21/19 1/28/19 7 75.87 72.92 -2.95 -3.89 5.61
American Express 2/15/10 5/31/10 105 39.62 39.19 -0.43 -1.09 -1.09
Walmart 9/22/08 10/06/08 14 19.63 19.30 -0.33 -1.68 -1.68
UnitedHealth 2/09/09 2/16/09 7 29.52 28.42 -1.10 -3.73 -3.73
Boeing 4/30/18 12/17/18 231 333.56 316.13 -17.43 -5.23 -5.23
Nike 10/19/15 1/18/16 91 66.61 57.56 -9.05 -13.58 -13.58
Chevron 8/01/22 9/26/22 56 160.51 140.96 -19.55 -12.18
10/31/22 10/16/23 350 180.90 165.40 -15.50 -8.57 -19.70
Annotations
2/26/24 Walmart stock split 1:3 (three for one)
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
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