Assessment - Dow Jones Industrial Avgerage - 7/01/24 - RS = mixed
⇐
⇓ freshest
⇓ 7/01/24
⇓ 1/01/24
prc diff
⇓
∅-RS
DJIA
39,357.000
8/12/24
-0.36
39,169.500
0.48
37,689.500
1,480.000
3.93
6.52
American Express
237.050
8/12/24
-0.34
233.810
1.39
187.340
46.470
24.81
24.48
L
Goldman Sachs
485.500
8/12/24
-0.97
463.660
4.71
385.770
77.890
20.19
24.06
L
Walmart
68.700
8/12/24
1.10
67.480
1.81
52.550
14.930
28.41
21.39
Microsoft
406.810
8/12/24
0.19
456.730
-10.93
376.040
80.690
21.46
21.25
JP Morgan Chase
206.190
8/12/24
0.19
205.450
0.36
170.100
35.350
20.78
18.62
L
Apple
217.530
8/12/24
0.71
216.750
0.36
192.530
24.220
12.58
18.50
L
Amgen
320.000
8/12/24
-0.77
311.010
2.89
288.020
22.990
7.98
11.69
Merck (MSD)
113.480
8/12/24
-0.93
127.900
-11.27
109.020
18.880
17.32
11.58
Caterpillar
336.030
8/12/24
-0.66
329.080
2.11
295.670
33.410
11.30
11.20
Travelers Companies
209.730
8/12/24
-1.29
202.970
3.33
190.490
12.480
6.55
10.84
L
Procter & Gamble
166.810
8/12/24
-2.19
162.720
2.51
146.540
16.180
11.04
8.63
L
Honeywell
196.790
8/12/24
-0.73
210.950
-6.71
209.710
1.240
0.59
7.95
Walt Disney
85.950
8/12/24
-0.30
98.040
-12.33
90.290
7.750
8.58
7.11
IBM
189.480
8/12/24
-1.03
175.100
8.21
163.550
11.550
7.06
6.95
Verizon
40.530
8/12/24
-0.54
41.740
-2.90
37.700
4.040
10.72
6.94
Visa
259.890
8/12/24
0.05
263.240
-1.27
260.350
2.890
1.11
5.92
Home Depot
345.810
8/12/24
-0.81
336.190
2.86
346.550
-10.360
-2.99
5.89
L
Coca-Cola
68.170
8/12/24
-0.74
63.280
7.73
58.930
4.350
7.38
5.27
L
3M
123.360
8/12/24
-0.65
100.610
22.61
109.320
-8.710
-7.97
2.10
Dow
52.220
8/12/24
-0.84
52.630
-0.78
54.840
-2.210
-4.03
2.08
Chevron
145.020
8/12/24
0.02
156.520
-7.35
149.160
7.360
4.93
-1.57
S
UnitedHealth
565.290
8/12/24
1.17
494.650
14.28
526.470
-31.820
-6.04
-3.00
S
salesforce.com
251.310
8/12/24
-0.48
256.210
-1.91
263.140
-6.930
-2.63
-5.37
Nike
74.640
8/12/24
0.40
76.830
-2.85
108.570
-31.740
-29.23
-6.53
⇓ freshest
⇓ 7/01/24
⇓ 1/01/24
prc diff
⇓
∅-RS
S
Johnson & Johnson
159.880
8/12/24
-0.46
146.440
9.18
156.740
-10.300
-6.57
-7.04
S
McDonald´s
269.460
8/12/24
0.58
249.990
7.79
296.510
-46.520
-15.69
-9.22
S
Cisco Systems
44.860
8/12/24
-1.34
47.520
-5.60
50.520
-3.000
-5.94
-9.84
Boeing
164.130
8/12/24
-2.25
186.700
-12.09
260.660
-73.960
-28.37
-12.42
S
Intel
19.360
8/12/24
-1.78
30.840
-37.22
50.250
-19.410
-38.63
-17.91
S
Walgreens Boots
10.200
8/12/24
-4.49
11.580
-11.92
26.110
-14.530
-55.65
-31.24
DJIA - 30 out of 30 instruments rated - 7/01/24 / 1/01/24 - 18 did rise, Market-Ratio(26) = 60.00 % Stock Exchange Currency: USD $ Dollar
Drawing of market charts for mixed techniques is really a worry to me.
Transactions Dow Jones Industrial Avgerage * Mixed Cut L12 - 37/26 (1) - S19 - 20/77 (1)
⇐ L/S date buy date sell days instrument spl pieces prc buy prc sell ps short 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 2/04/08 14 - cash -
short
2/04/08
6/29/09
511
American Express
100
399
47.660
24.000
94.645
46.985
99
37,775
63
6/29/09 2/15/10 231 - cash -
long
2/15/10
5/31/10
105
American Express
100
953
39.620
39.190
-0.430
-1
37,365
-4
5/31/10 8/02/10 63 - cash -
8/02/10
8/08/11
371
Apple
100
3,995
9.352
12.615
3.263
35
50,399
34
8/08/11 8/22/11 14 - cash -
short
8/22/11
12/19/11
119
Goldman Sachs
100
473
106.510
87.700
129.354
22.844
21
61,205
81
12/19/11 8/24/15 1344 - cash -
8/24/15
5/30/16
280
Chevron
100
848
72.120
101.970
42.270
-29.850
-41
35,892
-50
5/30/16 4/30/18 700 - cash -
long
4/30/18
12/17/18
231
Boeing
100
107
333.560
316.130
-17.430
-5
34,027
-8
12/17/18 12/24/18 7 - cash -
short
12/24/18
4/22/19
119
Goldman Sachs
100
217
156.350
204.600
108.100
-48.250
-31
23,557
-68
4/22/19 3/09/20 322 - cash -
3/09/20
7/20/20
133
Exxon Mobil
100
562
41.860
42.500
41.220
-0.640
-2
23,197
-4
7/20/20 6/20/22 700 - cash -
6/20/22
1/16/23
210
Walt Disney
100
245
94.340
99.400
89.280
-5.060
-5
21,957
-9
1/16/23 10/30/23 287 - cash -
10/30/23
1/08/24
70
Walgreens Boots
100
1,040
21.100
25.630
16.570
-4.530
-21
17,246
-72
1/08/24 5/31/25 509 - cash -
accum 7/31/06
1/08/24 2681
days out of 7089 invested (38%)
72
17,246
8
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total Apple long 3/12/07 1/21/08 315 3.21 5.56 2.35 73.19 long 8/02/10 8/08/11 371 9.35 12.61 3.26 34.89 133.61 American Express short 2/04/08 6/29/09 511 47.66 24.00 94.64 46.98 98.58 long 2/15/10 5/31/10 105 39.62 39.19 -0.43 -1.09 96.43 Merck (MSD) long 7/31/06 3/05/07 217 40.27 44.25 3.98 9.88 9.88 Exxon Mobil short 3/09/20 7/20/20 133 41.86 42.50 41.22 -0.64 -1.53 -1.53 Boeing long 4/30/18 12/17/18 231 333.56 316.13 -17.43 -5.23 -5.23 Walt Disney short 6/20/22 1/16/23 210 94.34 99.40 89.28 -5.06 -5.36 -5.36 Goldman Sachs short 8/22/11 12/19/11 119 106.51 87.70 129.35 22.84 21.45 short 12/24/18 4/22/19 119 156.35 204.60 108.10 -48.25 -30.86 -16.03 Walgreens Boots short 10/30/23 1/08/24 70 21.10 25.63 16.57 -4.53 -21.47 -21.47 Chevron short 8/24/15 5/30/16 280 72.12 101.97 42.27 -29.85 -41.39 -41.39
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 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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