| | Sun, 8th Nov 2026, 12:48UTC |
| | |
Assessment - Dow Jones Composite Average in Japanese yen - 1/07/24 - RS = 17
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
1/07/24 |
⇓ Δwk |
4/03/24 |
prc diff |
⇓ Δ17 |
|
∅-RS |
| |  |
 |
 |
 |
|
 |
DJCA |
2,041,784.087 |
12/08/24 |
-0.32 |
2,011,133.413 |
1.52 |
1,870,589.330 |
140,544.082 |
7.51 |
|
13.65 |
| |  |
 |
 |
 |
L |
 |
Kirby |
18,825.040 |
12/08/24 |
-0.14 |
19,558.588 |
-3.75 |
13,443.902 |
6,114.686 |
45.48 |
|
53.97 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
11,190.647 |
12/08/24 |
1.05 |
11,487.944 |
-2.59 |
12,234.041 |
-746.097 |
-6.10 |
|
37.55 |
| |  |
 |
 |
 |
|
 |
American Express |
38,301.225 |
12/08/24 |
-0.34 |
37,777.724 |
1.39 |
32,941.622 |
4,836.102 |
14.68 |
|
38.32 |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
78,444.398 |
12/08/24 |
-0.97 |
74,915.612 |
4.71 |
59,025.860 |
15,889.752 |
26.92 |
|
38.53 |
| |  |
 |
 |
 |
|
 |
Matson |
21,025.684 |
12/08/24 |
0.73 |
20,856.031 |
0.81 |
16,287.977 |
4,568.053 |
28.05 |
|
40.94 |
| |  |
 |
 |
 |
L |
 |
Walmart |
11,100.165 |
12/08/24 |
1.10 |
10,903.044 |
1.81 |
8,923.476 |
1,979.568 |
22.18 |
|
31.73 |
| |  |
 |
 |
 |
|
 |
Microsoft |
65,730.104 |
12/08/24 |
0.19 |
73,795.901 |
-10.93 |
62,437.247 |
11,358.655 |
18.19 |
|
33.91 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
6,311.098 |
12/08/24 |
-0.61 |
7,581.073 |
-16.75 |
6,255.462 |
1,325.611 |
21.19 |
|
21.93 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
33,315.037 |
12/08/24 |
0.19 |
33,195.472 |
0.36 |
28,091.645 |
5,103.827 |
18.17 |
|
35.41 |
| |  |
 |
 |
 |
L |
 |
Apple |
35,147.291 |
12/08/24 |
0.71 |
35,021.263 |
0.36 |
26,349.084 |
8,672.179 |
32.91 |
|
28.50 |
| |  |
 |
 |
 |
L |
 |
PSEG |
13,008.359 |
12/08/24 |
0.81 |
11,896.727 |
9.34 |
9,534.426 |
2,362.301 |
24.78 |
|
26.90 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
12,534.946 |
12/08/24 |
0.15 |
11,294.054 |
10.99 |
8,271.897 |
3,022.158 |
36.54 |
|
20.50 |
| |  |
 |
 |
 |
|
 |
Ryder System |
21,301.976 |
12/08/24 |
-1.29 |
19,823.570 |
7.46 |
17,023.826 |
2,799.744 |
16.45 |
|
24.59 |
| |  |
 |
 |
 |
L |
 |
Amgen |
51,703.826 |
12/08/24 |
-0.77 |
50,251.272 |
2.89 |
42,042.664 |
8,208.607 |
19.52 |
|
24.07 |
| |  |
 |
 |
 |
|
 |
United Airlines |
6,530.840 |
12/08/24 |
-2.51 |
7,808.893 |
-16.37 |
6,642.196 |
1,166.697 |
17.56 |
|
16.60 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
18,335.469 |
12/08/24 |
-0.93 |
20,665.373 |
-11.27 |
18,667.069 |
1,998.304 |
10.70 |
|
21.56 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
54,293.864 |
12/08/24 |
-0.66 |
53,170.922 |
2.11 |
50,960.121 |
2,210.801 |
4.34 |
|
23.05 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
33,887.011 |
12/08/24 |
-1.29 |
32,794.767 |
3.33 |
32,965.698 |
-170.931 |
-0.52 |
|
17.42 |
| |  |
 |
 |
 |
L |
 |
Southern |
14,089.293 |
12/08/24 |
0.46 |
12,441.233 |
13.25 |
10,262.750 |
2,178.483 |
21.23 |
|
19.15 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
26,952.235 |
12/08/24 |
-2.19 |
26,291.396 |
2.51 |
24,010.621 |
2,280.774 |
9.50 |
|
14.61 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
31,796.237 |
12/08/24 |
-0.73 |
34,084.132 |
-6.71 |
29,981.676 |
4,102.456 |
13.68 |
|
16.73 |
| |  |
 |
 |
 |
L |
 |
AEP |
15,695.343 |
12/08/24 |
-0.40 |
14,102.219 |
11.30 |
12,783.293 |
1,318.925 |
10.32 |
|
16.60 |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
18,317.696 |
12/08/24 |
0.62 |
16,052.422 |
14.11 |
13,907.381 |
2,145.042 |
15.42 |
|
15.25 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
13,887.325 |
12/08/24 |
-0.30 |
15,840.760 |
-12.33 |
17,108.094 |
-1,267.335 |
-7.41 |
|
12.48 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
1/07/24 |
⇓ Δwk |
4/03/24 |
prc diff |
⇓ Δ17 |
|
∅-RS |
| |  |
 |
 |
 |
L |
 |
AES |
2,699.909 |
12/08/24 |
0.30 |
2,817.859 |
-4.19 |
2,418.217 |
399.642 |
16.53 |
|
7.89 |
| |  |
 |
 |
 |
|
 |
IBM |
30,615.128 |
12/08/24 |
-1.03 |
28,291.687 |
8.21 |
29,051.708 |
-760.021 |
-2.62 |
|
19.86 |
| |  |
 |
 |
 |
|
 |
Verizon |
6,548.613 |
12/08/24 |
-0.54 |
6,744.118 |
-2.90 |
6,065.857 |
678.261 |
11.18 |
|
22.98 |
| |  |
 |
 |
 |
|
 |
Visa |
41,991.585 |
12/08/24 |
0.05 |
42,532.860 |
-1.27 |
42,214.212 |
318.648 |
0.75 |
|
11.55 |
| |  |
 |
 |
 |
|
 |
Home Depot |
55,874.063 |
12/08/24 |
-0.81 |
54,319.716 |
2.86 |
57,238.156 |
-2,918.439 |
-5.10 |
|
10.46 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
11,014.531 |
12/08/24 |
-0.74 |
10,224.432 |
7.73 |
9,000.221 |
1,224.211 |
13.60 |
|
15.66 |
| |  |
 |
 |
 |
|
 |
Edison International |
13,315.351 |
12/08/24 |
0.52 |
11,502.486 |
15.76 |
10,151.395 |
1,351.091 |
13.31 |
|
12.68 |
| |  |
 |
 |
 |
L |
 |
Sempra |
12,762.766 |
12/08/24 |
0.74 |
12,113.237 |
5.36 |
10,644.970 |
1,468.267 |
13.79 |
|
12.96 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
19,245.133 |
12/08/24 |
0.03 |
19,529.505 |
-1.46 |
18,051.605 |
1,477.899 |
8.19 |
|
9.84 |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
8,841.354 |
12/08/24 |
0.46 |
7,757.190 |
13.98 |
7,027.426 |
729.764 |
10.38 |
|
9.11 |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
5,588.860 |
12/08/24 |
-0.26 |
6,477.520 |
-13.72 |
5,548.205 |
929.315 |
16.75 |
|
9.47 |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
15,947.399 |
12/08/24 |
0.20 |
14,026.279 |
13.70 |
10,601.330 |
3,424.948 |
32.31 |
|
13.21 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
6,818.442 |
12/08/24 |
0.55 |
6,189.917 |
10.15 |
5,608.397 |
581.520 |
10.37 |
|
11.57 |
| |  |
 |
 |
 |
L |
 |
3M |
19,931.825 |
12/08/24 |
-0.65 |
16,256.006 |
22.61 |
13,759.910 |
2,496.096 |
18.14 |
|
11.10 |
| |  |
 |
 |
 |
|
 |
Dow |
8,437.418 |
12/08/24 |
-0.84 |
8,503.664 |
-0.78 |
8,580.381 |
-76.718 |
-0.89 |
|
5.75 |
| |  |
 |
 |
 |
|
 |
Atmos Energy |
20,784.938 |
12/08/24 |
0.46 |
18,739.405 |
10.92 |
17,257.070 |
1,482.336 |
8.59 |
|
9.91 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
16,470.900 |
12/08/24 |
0.91 |
14,349.427 |
14.78 |
13,412.301 |
937.127 |
6.99 |
|
6.51 |
| |  |
 |
 |
 |
L |
 |
American Water |
23,034.054 |
12/08/24 |
0.20 |
20,642.753 |
11.58 |
18,313.441 |
2,329.312 |
12.72 |
|
7.78 |
| |  |
 |
 |
 |
|
 |
Chevron |
23,431.528 |
12/08/24 |
0.02 |
25,289.634 |
-7.35 |
22,403.493 |
2,886.141 |
12.88 |
|
9.44 |
| |  |
 |
 |
 |
S |
 |
FedEx |
45,103.509 |
12/08/24 |
0.63 |
48,259.059 |
-6.54 |
37,134.000 |
11,125.058 |
29.96 |
|
27.39 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
38,322.230 |
12/08/24 |
-1.02 |
34,586.628 |
10.80 |
38,999.955 |
-4,413.327 |
-11.32 |
|
3.50 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
4,100.760 |
12/08/24 |
0.20 |
4,541.858 |
-9.71 |
5,132.880 |
-591.022 |
-11.51 |
|
4.39 |
| |  |
 |
 |
 |
S |
 |
CSX |
5,412.744 |
12/08/24 |
-1.47 |
5,427.286 |
-0.27 |
5,775.430 |
-348.144 |
-6.03 |
|
9.48 |
| |  |
 |
 |
 |
|
 |
Landstar System |
29,909.048 |
12/08/24 |
-1.04 |
29,632.755 |
0.93 |
27,900.535 |
1,732.220 |
6.21 |
|
7.66 |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
38,252.752 |
12/08/24 |
-0.32 |
36,331.632 |
5.29 |
38,142.218 |
-1,810.585 |
-4.75 |
|
7.40 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
1/07/24 |
⇓ Δwk |
4/03/24 |
prc diff |
⇓ Δ17 |
|
∅-RS |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
91,336.424 |
12/08/24 |
1.17 |
79,922.805 |
14.28 |
72,511.896 |
7,410.908 |
10.22 |
|
6.49 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
40,605.277 |
12/08/24 |
-0.48 |
41,396.991 |
-1.91 |
47,347.092 |
-5,950.100 |
-12.57 |
|
14.34 |
| |  |
 |
 |
 |
|
 |
Nike |
12,059.917 |
12/08/24 |
0.40 |
12,413.765 |
-2.85 |
14,978.800 |
-2,565.034 |
-17.12 |
|
-17.65 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
25,832.524 |
12/08/24 |
-0.46 |
23,660.963 |
9.18 |
24,052.756 |
-391.793 |
-1.63 |
|
1.55 |
| |  |
 |
 |
 |
|
 |
Exelon |
5,962.097 |
12/08/24 |
-0.54 |
5,582.397 |
6.80 |
5,447.383 |
135.014 |
2.48 |
|
-1.29 |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
9,374.550 |
12/08/24 |
0.10 |
8,471.349 |
10.66 |
7,683.519 |
787.829 |
10.25 |
|
-1.71 |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
43,537.853 |
12/08/24 |
0.58 |
40,391.998 |
7.79 |
43,780.711 |
-3,388.713 |
-7.74 |
|
-2.49 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
7,248.230 |
12/08/24 |
-1.34 |
7,678.018 |
-5.60 |
7,393.092 |
284.926 |
3.85 |
|
2.13 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
30,799.323 |
12/08/24 |
-1.35 |
28,873.355 |
6.67 |
33,574.391 |
-4,701.036 |
-14.00 |
|
-2.19 |
| |  |
 |
 |
 |
|
 |
Boeing |
26,519.215 |
12/08/24 |
-2.25 |
30,165.951 |
-12.09 |
30,177.300 |
-11.349 |
-0.04 |
|
-0.18 |
| |  |
 |
 |
 |
S |
 |
UPS |
20,174.187 |
12/08/24 |
-0.76 |
21,966.047 |
-8.16 |
22,663.824 |
-697.776 |
-3.08 |
|
-4.75 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
26,299.474 |
12/08/24 |
-0.20 |
25,638.635 |
2.58 |
30,300.694 |
-4,662.059 |
-15.39 |
|
-7.45 |
| |  |
 |
 |
 |
S |
 |
Intel |
3,128.081 |
12/08/24 |
-1.78 |
4,982.956 |
-37.22 |
6,863.402 |
-1,880.446 |
-27.40 |
|
-10.97 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
1,552.731 |
12/08/24 |
-2.54 |
1,783.782 |
-12.95 |
2,228.612 |
-444.830 |
-19.96 |
|
-13.92 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
1,648.059 |
12/08/24 |
-4.49 |
1,871.032 |
-11.92 |
3,096.883 |
-1,225.850 |
-39.58 |
|
-42.29 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
13,428.453 |
12/08/24 |
-4.43 |
16,364.261 |
-17.94 |
16,018.618 |
345.643 |
2.16 |
|
-29.17 |
| DJCA - 65 out of 65 instruments rated - 1/07/24 / 4/03/24 - 44 did rise, Market-Ratio(17) in JPY = 67.69 % |
| Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions Dow Jones Composite Average in Japanese yen * L17 - 47/43 (1)
|
⇐ |
| |
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | |
| 2/01/06 |
1/10/07 |
637 |
|
- cash - |
| long |
1/10/07 |
5/11/07 |
35 |
 |
 |
 |
Chevron |
100 |
0 |
|
10,842.032 |
10,153.802 |
|
-688.230 |
-6 |
10,000 |
0 |
|
| 5/11/07 |
19/11/07 |
14 |
|
- cash - |
| |
19/11/07 |
14/01/08 |
56 |
 |
 |
 |
Coca-Cola |
100 |
2 |
|
3,459.789 |
3,499.361 |
|
39.572 |
1 |
10,079 |
8 |
|
| 14/01/08 |
28/04/08 |
105 |
|
- cash - |
| |
28/04/08 |
21/07/08 |
84 |
 |
 |
 |
CSX |
100 |
13 |
|
720.270 |
735.704 |
|
15.434 |
2 |
10,280 |
10 |
|
| 21/07/08 |
2/02/09 |
196 |
|
- cash - |
| |
2/02/09 |
9/02/09 |
7 |
 |
 |
 |
Alaska Air Group |
100 |
16 |
|
607.475 |
659.799 |
|
52.323 |
9 |
11,117 |
7,331 |
|
| 9/02/09 |
18/05/09 |
98 |
|
- cash - |
| |
18/05/09 |
3/05/10 |
350 |
 |
 |
 |
Avis Budget |
100 |
34 |
|
326.427 |
1,415.125 |
|
1,088.698 |
334 |
48,133 |
362 |
|
| 3/05/10 |
10/05/10 |
7 |
|
- cash - |
| |
10/05/10 |
28/06/10 |
49 |
 |
 |
 |
Avis Budget |
100 |
41 |
|
1,147.668 |
990.386 |
|
-157.282 |
-14 |
41,684 |
-67 |
|
| 28/06/10 |
13/09/10 |
77 |
|
- cash - |
| |
13/09/10 |
1/08/11 |
322 |
 |
 |
 |
Alaska Air Group |
100 |
41 |
|
993.705 |
1,153.292 |
|
159.587 |
16 |
48,227 |
18 |
|
| 1/08/11 |
17/10/11 |
77 |
|
- cash - |
| |
17/10/11 |
24/10/11 |
7 |
 |
 |
 |
Kansas City Southern |
100 |
11 |
|
4,369.737 |
4,686.042 |
|
316.304 |
7 |
51,707 |
3,725 |
|
| 24/10/11 |
28/11/11 |
35 |
|
- cash - |
| |
28/11/11 |
4/06/12 |
189 |
 |
 |
 |
Kansas City Southern |
100 |
10 |
|
5,137.396 |
4,880.053 |
|
-257.343 |
-5 |
49,133 |
-9 |
|
| 4/06/12 |
11/06/12 |
7 |
|
- cash - |
| |
11/06/12 |
19/11/12 |
161 |
 |
 |
 |
Visa |
100 |
21 |
|
2,312.297 |
2,960.552 |
|
648.254 |
28 |
62,746 |
75 |
|
| 19/11/12 |
26/11/12 |
7 |
|
- cash - |
| |
26/11/12 |
2/09/13 |
280 |
 |
 |
 |
Exelon |
100 |
25 |
|
2,415.917 |
2,996.539 |
|
580.622 |
24 |
77,262 |
32 |
|
| 2/09/13 |
16/09/13 |
14 |
|
- cash - |
| |
16/09/13 |
9/03/15 |
539 |
 |
 |
 |
Delta Air Lines |
100 |
33 |
|
2,294.814 |
5,408.522 |
|
3,113.708 |
136 |
180,014 |
79 |
|
| 9/03/15 |
16/03/15 |
7 |
|
- cash - |
| |
16/03/15 |
6/04/15 |
21 |
 |
 |
 |
JetBlue Airways |
100 |
79 |
|
2,269.759 |
2,217.254 |
|
-52.505 |
-2 |
175,866 |
-33 |
|
| 6/04/15 |
13/04/15 |
7 |
|
- cash - |
| |
13/04/15 |
20/04/15 |
7 |
 |
 |
 |
JetBlue Airways |
100 |
73 |
|
2,384.667 |
2,333.017 |
|
-51.650 |
-2 |
172,096 |
-68 |
|
| 20/04/15 |
4/05/15 |
14 |
|
- cash - |
| |
4/05/15 |
25/05/15 |
21 |
 |
 |
 |
JetBlue Airways |
100 |
66 |
|
2,592.174 |
2,485.734 |
|
-106.440 |
-4 |
165,071 |
-52 |
|
| 25/05/15 |
1/06/15 |
7 |
|
- cash - |
| |
1/06/15 |
8/06/15 |
7 |
 |
 |
 |
JetBlue Airways |
100 |
63 |
|
2,583.219 |
2,367.756 |
|
-215.463 |
-8 |
151,497 |
-99 |
|
| 8/06/15 |
17/08/15 |
70 |
|
- cash - |
| |
17/08/15 |
24/08/15 |
7 |
 |
 |
 |
JetBlue Airways |
100 |
49 |
|
3,035.904 |
2,513.080 |
|
-522.823 |
-17 |
125,878 |
-100 |
|
| 24/08/15 |
12/10/15 |
49 |
|
- cash - |
| |
12/10/15 |
30/11/15 |
49 |
 |
 |
 |
JetBlue Airways |
100 |
39 |
|
3,223.791 |
3,045.561 |
|
-178.230 |
-6 |
118,927 |
-35 |
|
| 30/11/15 |
21/12/15 |
21 |
|
- cash - |
| |
21/12/15 |
11/01/16 |
21 |
 |
 |
 |
Nike |
100 |
15 |
|
7,866.315 |
7,013.180 |
|
-853.136 |
-11 |
106,130 |
-86 |
|
| 11/01/16 |
14/03/16 |
63 |
|
- cash - |
| |
14/03/16 |
7/11/16 |
238 |
 |
 |
 |
NiSource |
100 |
40 |
|
2,592.861 |
2,437.919 |
|
-154.942 |
-6 |
99,933 |
-9 |
|
| 7/11/16 |
21/11/16 |
14 |
|
- cash - |
| |
21/11/16 |
2/04/18 |
497 |
 |
 |
 |
United Airlines |
100 |
13 |
|
7,649.848 |
7,069.119 |
|
-580.729 |
-8 |
92,383 |
-6 |
|
| 2/04/18 |
4/06/18 |
63 |
|
- cash - |
| |
4/06/18 |
17/12/18 |
196 |
 |
 |
 |
Intel |
100 |
14 |
|
6,240.372 |
5,308.624 |
|
-931.747 |
-15 |
79,339 |
-26 |
|
| 17/12/18 |
11/02/19 |
56 |
|
- cash - |
| |
11/02/19 |
5/08/19 |
175 |
 |
 |
 |
AES |
100 |
42 |
|
1,868.266 |
1,732.406 |
|
-135.860 |
-7 |
73,633 |
-15 |
|
| 5/08/19 |
2/09/19 |
28 |
|
- cash - |
| |
2/09/19 |
2/03/20 |
182 |
 |
 |
 |
American Water |
100 |
5 |
|
13,511.206 |
14,119.288 |
|
608.081 |
5 |
76,673 |
9 |
|
| 2/03/20 |
6/07/20 |
126 |
|
- cash - |
| |
6/07/20 |
6/09/21 |
427 |
 |
 |
 |
Apple |
100 |
7 |
|
10,038.537 |
16,945.539 |
|
6,907.001 |
69 |
125,022 |
56 |
|
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | |
| 6/09/21 |
18/10/21 |
42 |
|
- cash - |
| |
18/10/21 |
21/02/22 |
126 |
 |
 |
 |
Avis Budget |
100 |
6 |
|
18,077.157 |
18,422.518 |
|
345.361 |
2 |
127,094 |
6 |
|
| 21/02/22 |
21/03/22 |
28 |
|
- cash - |
| |
21/03/22 |
13/06/22 |
84 |
 |
 |
 |
Avis Budget |
100 |
3 |
|
32,404.615 |
21,329.447 |
|
-11,075.169 |
-34 |
93,869 |
-84 |
|
| 13/06/22 |
12/09/22 |
91 |
|
- cash - |
| |
12/09/22 |
19/09/22 |
7 |
 |
 |
 |
AES |
100 |
23 |
|
3,922.217 |
3,809.001 |
|
-113.216 |
-3 |
91,265 |
-78 |
|
| 19/09/22 |
31/10/22 |
42 |
|
- cash - |
| |
31/10/22 |
12/12/22 |
42 |
 |
 |
 |
PG & E |
100 |
41 |
|
2,218.476 |
2,201.052 |
|
-17.424 |
-1 |
90,550 |
-7 |
|
| 12/12/22 |
26/12/22 |
14 |
|
- cash - |
| |
26/12/22 |
13/03/23 |
77 |
 |
 |
 |
PG & E |
100 |
42 |
|
2,133.222 |
2,097.744 |
|
-35.479 |
-2 |
89,060 |
-8 |
|
| 13/03/23 |
17/04/23 |
35 |
|
- cash - |
| |
17/04/23 |
8/05/23 |
21 |
 |
 |
 |
Boeing |
100 |
3 |
|
27,563.842 |
26,616.988 |
|
-946.855 |
-3 |
86,220 |
-46 |
|
| 8/05/23 |
26/06/23 |
49 |
|
- cash - |
| |
26/06/23 |
2/10/23 |
98 |
 |
 |
 |
United Airlines |
100 |
11 |
|
7,654.316 |
6,233.370 |
|
-1,420.946 |
-19 |
70,589 |
-53 |
|
| 2/10/23 |
11/12/23 |
70 |
|
- cash - |
| |
11/12/23 |
12/08/24 |
245 |
 |
 |
 |
Intel |
100 |
10 |
|
6,521.169 |
3,128.081 |
|
-3,393.088 |
-52 |
36,658 |
-67 |
|
| accum | 1/10/07 |
12/08/24 | 5445 |
days out of 7615 invested (72%) |
267 |
36,658 |
9 |
|
Instrument Related Contribution
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| Avis Budget | long | 18/05/09 | 3/05/10 | 350 | 326.43 | 1,415.12 | | 1,088.70 | 333.52 | | | |
| | | 10/05/10 | 28/06/10 | 49 | 1,147.67 | 990.39 | | -157.28 | -13.70 | | | |
| | | 18/10/21 | 21/02/22 | 126 | 18,077.16 | 18,422.52 | | 345.36 | 1.91 | | | |
| | | 21/03/22 | 13/06/22 | 84 | 32,404.62 | 21,329.45 | | -11,075.17 | -34.18 | | | 150.95 |
| Delta Air Lines | | 16/09/13 | 9/03/15 | 539 | 2,294.81 | 5,408.52 | | 3,113.71 | 135.68 | | | 135.68 |
| Apple | | 6/07/20 | 6/09/21 | 427 | 10,038.54 | 16,945.54 | | 6,907.00 | 68.80 | | | 68.80 |
| Visa | | 11/06/12 | 19/11/12 | 161 | 2,312.30 | 2,960.55 | | 648.25 | 28.04 | | | 28.04 |
| Alaska Air Group | | 2/02/09 | 9/02/09 | 7 | 607.48 | 659.80 | | 52.32 | 8.61 | | | |
| | | 13/09/10 | 1/08/11 | 322 | 993.71 | 1,153.29 | | 159.59 | 16.06 | | | 26.06 |
| Exelon | | 26/11/12 | 2/09/13 | 280 | 2,415.92 | 2,996.54 | | 580.62 | 24.03 | | | 24.03 |
| American Water | | 2/09/19 | 2/03/20 | 182 | 13,511.21 | 14,119.29 | | 608.08 | 4.50 | | | 4.50 |
| CSX | | 28/04/08 | 21/07/08 | 84 | 720.27 | 735.70 | | 15.43 | 2.14 | | | 2.14 |
| Kansas City Southern | | 17/10/11 | 24/10/11 | 7 | 4,369.74 | 4,686.04 | | 316.30 | 7.24 | | | |
| | | 28/11/11 | 4/06/12 | 189 | 5,137.40 | 4,880.05 | | -257.34 | -5.01 | | | 1.87 |
| Coca-Cola | | 19/11/07 | 14/01/08 | 56 | 3,459.79 | 3,499.36 | | 39.57 | 1.14 | | | 1.14 |
| PG & E | | 31/10/22 | 12/12/22 | 42 | 2,218.48 | 2,201.05 | | -17.42 | -0.79 | | | |
| | | 26/12/22 | 13/03/23 | 77 | 2,133.22 | 2,097.74 | | -35.48 | -1.66 | | | -2.44 |
| Boeing | | 17/04/23 | 8/05/23 | 21 | 27,563.84 | 26,616.99 | | -946.85 | -3.44 | | | -3.44 |
| NiSource | | 14/03/16 | 7/11/16 | 238 | 2,592.86 | 2,437.92 | | -154.94 | -5.98 | | | -5.98 |
| Chevron | | 1/10/07 | 5/11/07 | 35 | 10,842.03 | 10,153.80 | | -688.23 | -6.35 | | | -6.35 |
| AES | | 11/02/19 | 5/08/19 | 175 | 1,868.27 | 1,732.41 | | -135.86 | -7.27 | | | |
| | | 12/09/22 | 19/09/22 | 7 | 3,922.22 | 3,809.00 | | -113.22 | -2.89 | | | -9.95 |
| Nike | | 21/12/15 | 11/01/16 | 21 | 7,866.32 | 7,013.18 | | -853.14 | -10.85 | | | -10.85 |
| United Airlines | | 21/11/16 | 2/04/18 | 497 | 7,649.85 | 7,069.12 | | -580.73 | -7.59 | | | |
| | | 26/06/23 | 2/10/23 | 98 | 7,654.32 | 6,233.37 | | -1,420.95 | -18.56 | | | -24.75 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| JetBlue Airways | | 16/03/15 | 6/04/15 | 21 | 2,269.76 | 2,217.25 | | -52.51 | -2.31 | | | |
| | | 13/04/15 | 20/04/15 | 7 | 2,384.67 | 2,333.02 | | -51.65 | -2.17 | | | |
| | | 4/05/15 | 25/05/15 | 21 | 2,592.17 | 2,485.73 | | -106.44 | -4.11 | | | |
| | | 1/06/15 | 8/06/15 | 7 | 2,583.22 | 2,367.76 | | -215.46 | -8.34 | | | |
| | | 17/08/15 | 24/08/15 | 7 | 3,035.90 | 2,513.08 | | -522.82 | -17.22 | | | |
| | | 12/10/15 | 30/11/15 | 49 | 3,223.79 | 3,045.56 | | -178.23 | -5.53 | | | -34.31 |
| Intel | | 4/06/18 | 17/12/18 | 196 | 6,240.37 | 5,308.62 | | -931.75 | -14.93 | | | |
| | | 11/12/23 | 12/08/24 | 245 | 6,521.17 | 3,128.08 | | -3,393.09 | -52.03 | | | -59.19 |
Annotations
| 14/03/24 | DJCA | | | Component update: Uber Technologies replaces JetBlue Airways |
| 26/02/24 | Walmart | | | stock split 1:3 (three for one) |
| 22/08/23 | Sempra | | | stock split 1:2 (two for one) |
| 29/06/21 | CSX | | | stock split 1:3 (three for one) |
| 24/12/15 | Nike | | | stock split 1:2 (two for one) |
| 15/10/15 | DJCA | | | American Airlines replaces Con-Way |
| 19/03/15 | Visa | | | forward stock split 1:4 (four for one) |
| 18/03/15 | DJIA | | | Apple replaces AT&T |
|
|