Sat, Mar 21st, 2026, 1:00UTC
Assessment - Dow Jones Industrial Avgerage - 7/01/24 - RS = mixed
⇐
⇓ freshest
⇓ 7/01/24
Δwk
1/01/24
prc diff
⇓
⇓
DJIA
39,357.000
8/12/24
-0.36
39,169.500
0.48
37,689.500
1,480.000
3.93
6.52
L
3M
123.360
8/12/24
-0.65
100.610
22.61
109.320
-8.710
-7.97
2.10
S
UnitedHealth
565.290
8/12/24
1.17
494.650
14.28
526.470
-31.820
-6.04
-3.00
S
Johnson & Johnson
159.880
8/12/24
-0.46
146.440
9.18
156.740
-10.300
-6.57
-7.04
IBM
189.480
8/12/24
-1.03
175.100
8.21
163.550
11.550
7.06
6.95
S
McDonald´s
269.460
8/12/24
0.58
249.990
7.79
296.510
-46.520
-15.69
-9.22
L
Coca-Cola
68.170
8/12/24
-0.74
63.280
7.73
58.930
4.350
7.38
5.27
L
Goldman Sachs
485.500
8/12/24
-0.97
463.660
4.71
385.770
77.890
20.19
24.06
Travelers Companies
209.730
8/12/24
-1.29
202.970
3.33
190.490
12.480
6.55
10.84
L
Amgen
320.000
8/12/24
-0.77
311.010
2.89
288.020
22.990
7.98
11.69
Home Depot
345.810
8/12/24
-0.81
336.190
2.86
346.550
-10.360
-2.99
5.89
L
Procter & Gamble
166.810
8/12/24
-2.19
162.720
2.51
146.540
16.180
11.04
8.63
Caterpillar
336.030
8/12/24
-0.66
329.080
2.11
295.670
33.410
11.30
11.20
L
Walmart
68.700
8/12/24
1.10
67.480
1.81
52.550
14.930
28.41
21.39
American Express
237.050
8/12/24
-0.34
233.810
1.39
187.340
46.470
24.81
24.48
L
Apple
217.530
8/12/24
0.71
216.750
0.36
192.530
24.220
12.58
18.50
JP Morgan Chase
206.190
8/12/24
0.19
205.450
0.36
170.100
35.350
20.78
18.62
Dow
52.220
8/12/24
-0.84
52.630
-0.78
54.840
-2.210
-4.03
2.08
Visa
259.890
8/12/24
0.05
263.240
-1.27
260.350
2.890
1.11
5.92
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
Verizon
40.530
8/12/24
-0.54
41.740
-2.90
37.700
4.040
10.72
6.94
S
Cisco Systems
44.860
8/12/24
-1.34
47.520
-5.60
50.520
-3.000
-5.94
-9.84
L
Honeywell
196.790
8/12/24
-0.73
210.950
-6.71
209.710
1.240
0.59
7.95
Chevron
145.020
8/12/24
0.02
156.520
-7.35
149.160
7.360
4.93
-1.57
⇓ freshest
⇓ 7/01/24
Δwk
1/01/24
prc diff
⇓
⇓
Microsoft
406.810
8/12/24
0.19
456.730
-10.93
376.040
80.690
21.46
21.25
Merck (MSD)
113.480
8/12/24
-0.93
127.900
-11.27
109.020
18.880
17.32
11.58
S
Walgreens Boots
10.200
8/12/24
-4.49
11.580
-11.92
26.110
-14.530
-55.65
-31.24
Boeing
164.130
8/12/24
-2.25
186.700
-12.09
260.660
-73.960
-28.37
-12.42
Walt Disney
85.950
8/12/24
-0.30
98.040
-12.33
90.290
7.750
8.58
7.11
S
Intel
19.360
8/12/24
-1.78
30.840
-37.22
50.250
-19.410
-38.63
-17.91
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 Straddles 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
long
4/07/08
6/30/08
84
Apple
100
6,784
5.568
5.980
0.413
7
40,573
36
9/22/08
10/06/08
14
Walmart
100
2,066
19.630
19.300
-0.330
-2
39,891
-36
1/19/09
1/26/09
7
McDonald´s
100
698
57.070
58.400
1.330
2
40,820
232
2/09/09
2/16/09
7
UnitedHealth
100
1,382
29.520
28.420
-1.100
-4
39,299
-86
4/06/09
2/08/10
308
Goldman Sachs
100
336
116.650
151.100
34.450
30
50,875
36
2/08/10 2/15/10 7 - cash -
2/15/10
5/31/10
105
American Express
100
1,284
39.620
39.190
-0.430
-1
50,322
-4
5/31/10 8/02/10 63 - cash -
8/02/10
8/08/11
371
Apple
100
5,381
9.352
12.615
3.263
35
67,879
34
short
8/23/10
10/04/10
42
Microsoft
100
2,795
24.280
23.910
24.656
0.376
2
68,929
14
8/08/11 8/22/11 14 - cash -
8/22/11
12/19/11
119
Goldman Sachs
100
647
106.510
87.700
129.354
22.844
21
83,710
81
long
10/24/11
8/24/15
1400
Visa
100
3,554
23.553
68.360
44.808
190
242,956
32
short
8/24/15
5/30/16
280
Chevron
100
3,368
72.120
101.970
42.270
-29.850
-41
142,421
-50
long
10/19/15
1/18/16
91
Nike
100
2,138
66.605
57.560
-9.045
-14
123,083
-44
3/07/16
4/02/18
756
McDonald´s
100
1,050
117.150
157.720
40.570
35
165,681
15
4/02/18 4/30/18 28 - cash -
4/30/18
12/17/18
231
Boeing
100
496
333.560
316.130
-17.430
-5
157,036
-8
12/17/18 12/24/18 7 - cash -
short
12/24/18
4/22/19
119
Goldman Sachs
100
1,004
156.350
204.600
108.100
-48.250
-31
108,593
-68
long
1/21/19
1/28/19
7
Merck (MSD)
100
1,431
75.870
72.920
-2.950
-4
104,371
-87
2/04/19
3/09/20
399
Procter & Gamble
100
1,064
98.030
116.060
18.030
18
123,555
17
short
3/09/20
7/20/20
133
Exxon Mobil
100
2,951
41.860
42.500
41.220
-0.640
-2
121,667
-4
long
6/01/20
6/13/22
742
Apple
100
1,512
80.463
131.880
51.418
64
199,410
28
6/13/22 6/20/22 7 - cash -
short
6/20/22
1/16/23
210
Walt Disney
100
2,113
94.340
99.400
89.280
-5.060
-5
188,718
-9
long
8/01/22
9/26/22
56
Chevron
100
1,175
160.510
140.960
-19.550
-12
165,747
-57
10/31/22
10/16/23
350
Chevron
100
916
180.900
165.400
-15.500
-9
151,549
-9
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
10/16/23 10/30/23 14 - cash -
short
10/30/23
1/08/24
70
Walgreens Boots
100
7,182
21.100
25.630
16.570
-4.530
-21
119,014
-72
long
11/13/23
8/12/24
273
Microsoft
100
324
366.680
406.810
40.130
11
132,016
15
accum 7/31/06
8/12/24 7012
days out of 7383 invested (95%)
1,220
132,016
14
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 4/07/08 6/30/08 84 5.57 5.98 0.41 7.41 long 8/02/10 8/08/11 371 9.35 12.61 3.26 34.89 long 6/01/20 6/13/22 742 80.46 131.88 51.42 63.90 311.27 Visa long 10/24/11 8/24/15 1400 23.55 68.36 44.81 190.25 190.25 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 McDonald´s long 1/19/09 1/26/09 7 57.07 58.40 1.33 2.33 long 3/07/16 4/02/18 756 117.15 157.72 40.57 34.63 37.77 Procter & Gamble long 2/04/19 3/09/20 399 98.03 116.06 18.03 18.39 18.39 Microsoft short 8/23/10 10/04/10 42 24.28 23.91 24.66 0.38 1.55 long 11/13/23 8/12/24 273 366.68 406.81 40.13 10.94 12.66 Goldman Sachs long 4/06/09 2/08/10 308 116.65 151.10 34.45 29.53 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 8.77 Merck (MSD) long 7/31/06 3/05/07 217 40.27 44.25 3.98 9.88 long 1/21/19 1/28/19 7 75.87 72.92 -2.95 -3.89 5.61 Exxon Mobil short 3/09/20 7/20/20 133 41.86 42.50 41.22 -0.64 -1.53 -1.53 Walmart long 9/22/08 10/06/08 14 19.63 19.30 -0.33 -1.68 -1.68 UnitedHealth long 2/09/09 2/16/09 7 29.52 28.42 -1.10 -3.73 -3.73 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 Nike long 10/19/15 1/18/16 91 66.61 57.56 -9.05 -13.58 -13.58 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 long 8/01/22 9/26/22 56 160.51 140.96 -19.55 -12.18 long 10/31/22 10/16/23 350 180.90 165.40 -15.50 -8.57 -52.94
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
write an annotation
