Assessment - Dow Jones Industrial Avgerage in Renminbi yuán - 7/01/24 - RS = mixed
⇐
⇓ freshest
⇓ 7/01/24
Δwk
1/01/24
prc diff
⇓
⇓
DJIA
286,618.987
8/12/24
-0.36
285,253.510
0.48
267,411.400
17,842.110
6.67
8.25
L
3M
898.374
8/12/24
-0.65
732.697
22.61
775.638
-42.942
-5.54
3.12
S
UnitedHealth
4,116.748
8/12/24
1.17
3,602.309
14.28
3,735.366
-133.057
-3.56
-1.22
S
Johnson & Johnson
1,164.333
8/12/24
-0.46
1,066.455
9.18
1,112.089
-45.633
-4.10
-5.71
IBM
1,379.896
8/12/24
-1.03
1,275.173
8.21
1,160.406
114.767
9.89
10.94
S
McDonald´s
1,962.354
8/12/24
0.58
1,820.563
7.79
2,103.773
-283.210
-13.46
-9.47
L
Coca-Cola
496.451
8/12/24
-0.74
460.839
7.73
418.115
42.724
10.22
7.26
L
Goldman Sachs
3,535.674
8/12/24
-0.97
3,376.623
4.71
2,737.083
639.540
23.37
28.17
Travelers Companies
1,527.367
8/12/24
-1.29
1,478.137
3.33
1,351.549
126.589
9.37
8.65
L
Amgen
2,330.413
8/12/24
-0.77
2,264.943
2.89
2,043.536
221.408
10.83
14.88
Home Depot
2,518.376
8/12/24
-0.81
2,448.318
2.86
2,458.813
-10.495
-0.43
2.40
L
Procter & Gamble
1,214.801
8/12/24
-2.19
1,185.015
2.51
1,039.718
145.297
13.97
6.22
Caterpillar
2,447.152
8/12/24
-0.66
2,396.539
2.11
2,097.813
298.726
14.24
13.84
L
Walmart
500.311
8/12/24
1.10
491.426
1.81
372.848
118.578
31.80
21.97
American Express
1,726.326
8/12/24
-0.34
1,702.731
1.39
1,329.199
373.532
28.10
27.90
L
Apple
1,584.171
8/12/24
0.71
1,578.491
0.36
1,366.023
212.468
15.55
19.21
JP Morgan Chase
1,501.587
8/12/24
0.19
1,496.198
0.36
1,206.879
289.319
23.97
25.29
Dow
380.294
8/12/24
-0.84
383.280
-0.78
389.096
-5.816
-1.49
-1.97
Visa
1,892.660
8/12/24
0.05
1,917.056
-1.27
1,847.214
69.843
3.78
3.34
S
salesforce.com
1,830.176
8/12/24
-0.48
1,865.860
-1.91
1,867.009
-1.149
-0.06
5.85
Nike
543.569
8/12/24
0.40
559.518
-2.85
770.317
-210.799
-27.37
-23.51
Verizon
295.161
8/12/24
-0.54
303.973
-2.90
267.486
36.487
13.64
13.89
S
Cisco Systems
326.695
8/12/24
-1.34
346.066
-5.60
358.445
-12.379
-3.45
-5.16
L
Honeywell
1,433.131
8/12/24
-0.73
1,536.252
-6.71
1,487.917
48.335
3.25
8.26
Chevron
1,056.114
8/12/24
0.02
1,139.863
-7.35
1,058.308
81.556
7.71
1.51
⇓ freshest
⇓ 7/01/24
Δwk
1/01/24
prc diff
⇓
⇓
Microsoft
2,962.611
8/12/24
0.19
3,326.155
-10.93
2,668.048
658.108
24.67
23.93
Merck (MSD)
826.423
8/12/24
-0.93
931.437
-11.27
773.510
157.927
20.42
12.56
S
Walgreens Boots
74.282
8/12/24
-4.49
84.332
-11.92
185.253
-100.922
-54.48
-46.21
Boeing
1,195.284
8/12/24
-2.25
1,359.651
-12.09
1,849.413
-489.763
-26.48
-7.20
Walt Disney
625.934
8/12/24
-0.30
713.980
-12.33
640.618
73.362
11.45
4.09
S
Intel
140.990
8/12/24
-1.78
224.594
-37.22
356.530
-131.936
-37.01
-17.33
DJIA - 30 out of 30 instruments rated - 7/01/24 / 1/01/24 - 18 did rise, Market-Ratio(26) in CNY = 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 in Renminbi yuán * 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
31
320.986
342.724
21.738
7
10,674
12
3/05/07 3/12/07 7 - cash -
3/12/07
1/21/08
315
Apple
100
429
24.855
40.256
15.402
62
17,281
75
1/21/08 2/04/08 14 - cash -
short
2/04/08
6/29/09
511
American Express
100
50
342.339
164.015
714.542
372.203
109
35,891
69
6/29/09 2/15/10 231 - cash -
long
2/15/10
5/31/10
105
American Express
100
132
270.780
267.716
-3.064
-1
35,487
-4
5/31/10 8/02/10 63 - cash -
8/02/10
8/08/11
371
Apple
100
560
63.357
81.180
17.823
28
45,468
28
8/08/11 8/22/11 14 - cash -
short
8/22/11
12/19/11
119
Goldman Sachs
100
66
678.986
559.123
824.544
145.559
21
55,075
81
12/19/11 8/24/15 1344 - cash -
8/24/15
5/30/16
280
Chevron
100
119
461.854
671.676
252.031
-209.823
-45
30,106
-55
5/30/16 4/30/18 700 - cash -
long
4/30/18
12/17/18
231
Boeing
100
14
2,112.433
2,179.549
67.117
3
31,045
5
12/17/18 12/24/18 7 - cash -
short
12/24/18
4/22/19
119
Goldman Sachs
100
28
1,077.994
1,372.605
783.384
-294.610
-27
22,796
-62
4/22/19 3/09/20 322 - cash -
3/09/20
7/20/20
133
Exxon Mobil
100
78
290.719
296.663
284.775
-5.944
-2
22,333
-6
7/20/20 6/20/22 700 - cash -
6/20/22
1/16/23
210
Walt Disney
100
35
630.830
668.918
592.743
-38.088
-6
20,999
-10
1/16/23 10/30/23 287 - cash -
10/30/23
1/08/24
70
Walgreens Boots
100
136
154.252
183.284
125.219
-29.033
-19
17,051
-66
1/08/24 12/02/25 694 - cash -
accum 7/31/06
1/08/24 2681
days out of 7274 invested (37%)
71
17,051
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 24.85 40.26 15.40 61.97 long 8/02/10 8/08/11 371 63.36 81.18 17.82 28.13 107.53 American Express short 2/04/08 6/29/09 511 342.34 164.02 714.54 372.20 108.72 long 2/15/10 5/31/10 105 270.78 267.72 -3.06 -1.13 106.36 Merck (MSD) long 7/31/06 3/05/07 217 320.99 342.72 21.74 6.77 6.77 Boeing long 4/30/18 12/17/18 231 2,112.43 2,179.55 67.12 3.18 3.18 Exxon Mobil short 3/09/20 7/20/20 133 290.72 296.66 284.78 -5.94 -2.04 -2.04 Walt Disney short 6/20/22 1/16/23 210 630.83 668.92 592.74 -38.09 -6.04 -6.04 Goldman Sachs short 8/22/11 12/19/11 119 678.99 559.12 824.54 145.56 21.44 short 12/24/18 4/22/19 119 1,077.99 1,372.60 783.38 -294.61 -27.33 -11.75 Walgreens Boots short 10/30/23 1/08/24 70 154.25 183.28 125.22 -29.03 -18.82 -18.82 Chevron short 8/24/15 5/30/16 280 461.85 671.68 252.03 -209.82 -45.43 -45.43
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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