Assessment - Dow Jones Industrial Avgerage in Swiss Franc - 7/01/24 - RS = 12
⇐
⇓ instrument
freshest
Δday
7/01/24
⇓ Δwk
4/08/24
prc diff
⇓ Δ12
⇓ ∅-RS
DJIA
35,564.107
8/12/24
-0.36
35,394.676
0.48
35,215.313
179.364
0.51
9.37
S
UnitedHealth
510.812
8/12/24
1.17
446.980
14.28
412.883
34.097
8.26
-0.23
L
Walmart
62.079
8/12/24
1.10
60.977
1.81
54.128
6.849
12.65
23.30
L
Apple
196.566
8/12/24
0.71
195.861
0.36
152.522
43.339
28.41
20.39
S
McDonald´s
243.492
8/12/24
0.58
225.898
7.79
242.261
-16.363
-6.75
-8.59
Nike
67.447
8/12/24
0.40
69.426
-2.85
81.490
-12.064
-14.80
-22.79
JP Morgan Chase
186.319
8/12/24
0.19
185.650
0.36
179.713
5.938
3.30
26.65
Microsoft
367.605
8/12/24
0.19
412.714
-10.93
384.443
28.271
7.35
25.25
Visa
234.844
8/12/24
0.05
237.871
-1.27
251.497
-13.625
-5.42
4.41
Chevron
131.044
8/12/24
0.02
141.436
-7.35
146.021
-4.585
-3.14
2.58
Walt Disney
77.667
8/12/24
-0.30
88.592
-12.33
106.254
-17.662
-16.62
5.24
American Express
214.205
8/12/24
-0.34
211.277
1.39
202.919
8.358
4.12
29.31
S
Johnson & Johnson
144.472
8/12/24
-0.46
132.327
9.18
137.256
-4.929
-3.59
-4.79
S
salesforce.com
227.091
8/12/24
-0.48
231.519
-1.91
273.200
-41.681
-15.26
6.95
Verizon
36.624
8/12/24
-0.54
37.717
-2.90
37.784
-0.067
-0.18
15.08
L
3M
111.472
8/12/24
-0.65
90.914
22.61
83.238
7.676
9.22
4.12
Caterpillar
303.646
8/12/24
-0.66
297.366
2.11
338.157
-40.791
-12.06
15.10
L
Honeywell
177.825
8/12/24
-0.73
190.620
-6.71
179.061
11.560
6.46
9.36
L
Coca-Cola
61.600
8/12/24
-0.74
57.182
7.73
53.666
3.516
6.55
8.35
L
Amgen
289.161
8/12/24
-0.77
281.037
2.89
243.746
37.292
15.30
16.06
Home Depot
312.484
8/12/24
-0.81
303.791
2.86
327.817
-24.026
-7.33
3.43
Dow
47.187
8/12/24
-0.84
47.558
-0.78
53.892
-6.334
-11.75
-0.95
Merck (MSD)
102.544
8/12/24
-0.93
115.574
-11.27
114.593
0.981
0.86
13.76
L
Goldman Sachs
438.712
8/12/24
-0.97
418.976
4.71
371.722
47.255
12.71
29.55
IBM
171.220
8/12/24
-1.03
158.225
8.21
171.872
-13.646
-7.94
12.11
⇓ instrument
freshest
Δday
7/01/24
⇓ Δwk
4/08/24
prc diff
⇓ Δ12
⇓ ∅-RS
Travelers Companies
189.518
8/12/24
-1.29
183.409
3.33
208.787
-25.377
-12.15
9.82
S
Cisco Systems
40.537
8/12/24
-1.34
42.940
-5.60
43.679
-0.738
-1.69
-4.22
S
Intel
17.494
8/12/24
-1.78
27.868
-37.22
34.389
-6.521
-18.96
-16.59
L
Procter & Gamble
150.734
8/12/24
-2.19
147.038
2.51
141.286
5.753
4.07
7.34
Boeing
148.313
8/12/24
-2.25
168.707
-12.09
164.393
4.315
2.62
-6.38
S
Walgreens Boots
9.217
8/12/24
-4.49
10.464
-11.92
17.348
-6.884
-39.68
-45.76
DJIA - 30 out of 30 instruments rated - 7/01/24 / 4/08/24 - 14 did rise, Market-Ratio(12) in CHF = 46.67 %
Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage in Swiss Franc * 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
201
49.641
53.861
4.220
9
10,848
15
3/05/07
3/12/07
7
- cash -
3/12/07
1/21/08
315
Apple
100
2,737
3.962
6.106
2.144
54
16,717
65
1/21/08
4/07/08
77
- cash -
4/07/08
6/30/08
84
Apple
100
2,985
5.600
6.091
0.491
9
18,181
44
6/30/08
9/22/08
84
- cash -
9/22/08
10/06/08
14
Walmart
100
837
21.700
21.800
0.099
0
18,264
13
10/06/08
1/19/09
105
- cash -
1/19/09
1/26/09
7
McDonald´s
100
286
63.837
67.361
3.525
6
19,272
1,548
1/26/09
2/09/09
14
- cash -
2/09/09
2/16/09
7
UnitedHealth
100
562
34.281
32.988
-1.292
-4
18,546
-87
2/16/09
4/06/09
49
- cash -
4/06/09
2/08/10
308
Goldman Sachs
100
140
131.925
162.010
30.085
23
22,758
28
2/08/10
2/15/10
7
- cash -
2/15/10
5/31/10
105
American Express
100
533
42.623
45.431
2.808
7
24,254
25
5/31/10
8/02/10
63
- cash -
8/02/10
8/08/11
371
Apple
100
2,491
9.734
9.656
-0.078
-1
24,060
-1
8/08/11
10/24/11
77
- cash -
10/24/11
8/24/15
1400
Visa
100
1,157
20.790
63.638
42.848
206
73,635
34
8/24/15
10/19/15
56
- cash -
10/19/15
1/18/16
91
Nike
100
1,156
63.671
57.867
-5.805
-9
66,925
-32
1/18/16
3/07/16
49
- cash -
3/07/16
4/02/18
756
McDonald´s
100
573
116.629
150.558
33.929
29
86,366
13
4/02/18
4/30/18
28
- cash -
4/30/18
12/17/18
231
Boeing
100
261
330.518
313.643
-16.874
-5
81,962
-8
12/17/18
1/21/19
35
- cash -
1/21/19
1/28/19
7
Merck (MSD)
100
1,083
75.651
72.249
-3.402
-4
78,277
-91
1/28/19
2/04/19
7
- cash -
2/04/19
3/09/20
399
Procter & Gamble
100
800
97.825
107.383
9.558
10
85,923
9
3/09/20
6/01/20
84
- cash -
6/01/20
6/13/22
742
Apple
100
1,111
77.303
131.279
53.976
70
145,890
30
6/13/22
8/01/22
49
- cash -
8/01/22
9/26/22
56
Chevron
100
957
152.369
140.220
-12.149
-8
134,263
-42
9/26/22
10/31/22
35
- cash -
10/31/22
10/16/23
350
Chevron
100
741
181.029
148.933
-32.096
-18
110,480
-18
10/16/23
11/13/23
28
- cash -
11/13/23
8/12/24
273
Microsoft
100
334
330.611
367.605
36.994
11
122,836
15
accum 7/31/06
8/12/24 6272
days out of 7336 invested (85%)
1,128
122,836
16
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Visa long 10/24/11 8/24/15 1400 20.79 63.64 42.85 206.10 206.10
Apple 3/12/07 1/21/08 315 3.96 6.11 2.14 54.12
4/07/08 6/30/08 84 5.60 6.09 0.49 8.76
8/02/10 8/08/11 371 9.73 9.66 -0.08 -0.80
6/01/20 6/13/22 742 77.30 131.28 53.98 69.82 182.37
McDonald´s 1/19/09 1/26/09 7 63.84 67.36 3.52 5.52
3/07/16 4/02/18 756 116.63 150.56 33.93 29.09 36.22
Goldman Sachs 4/06/09 2/08/10 308 131.93 162.01 30.09 22.80 22.80
Microsoft 11/13/23 8/12/24 273 330.61 367.61 36.99 11.19 11.19
Procter & Gamble 2/04/19 3/09/20 399 97.83 107.38 9.56 9.77 9.77
American Express 2/15/10 5/31/10 105 42.62 45.43 2.81 6.59 6.59
Merck (MSD) 7/31/06 3/05/07 217 49.64 53.86 4.22 8.50
1/21/19 1/28/19 7 75.65 72.25 -3.40 -4.50 3.62
Walmart 9/22/08 10/06/08 14 21.70 21.80 0.10 0.46 0.46
UnitedHealth 2/09/09 2/16/09 7 34.28 32.99 -1.29 -3.77 -3.77
Boeing 4/30/18 12/17/18 231 330.52 313.64 -16.87 -5.11 -5.11
Nike 10/19/15 1/18/16 91 63.67 57.87 -5.80 -9.12 -9.12
Chevron 8/01/22 9/26/22 56 152.37 140.22 -12.15 -7.97
10/31/22 10/16/23 350 181.03 148.93 -32.10 -17.73 -24.29
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
write an annotation