Assessment - Dow Jones Industrial Avgerage in Swiss Franc - 7/01/24 - RS = 25
⇐
⇓ instrument
freshest
Δday
7/01/24
⇓ Δwk
1/08/24
prc diff
⇓ Δ25
⇓ ∅-RS
DJIA
35,564.107
8/12/24
-0.36
35,394.676
0.48
31,912.337
3,482.339
10.91
9.37
S
UnitedHealth
510.812
8/12/24
1.17
446.980
14.28
454.359
-7.379
-1.62
-0.23
L
Walmart
62.079
8/12/24
1.10
60.977
1.81
44.672
16.305
36.50
23.30
L
Apple
196.566
8/12/24
0.71
195.861
0.36
157.144
38.718
24.64
20.39
S
McDonald´s
243.492
8/12/24
0.58
225.898
7.79
247.199
-21.301
-8.62
-8.59
Nike
67.447
8/12/24
0.40
69.426
-2.85
87.752
-18.326
-20.88
-22.79
JP Morgan Chase
186.319
8/12/24
0.19
185.650
0.36
145.677
39.973
27.44
26.65
Microsoft
367.605
8/12/24
0.19
412.714
-10.93
317.311
95.403
30.07
25.25
Visa
234.844
8/12/24
0.05
237.871
-1.27
222.335
15.536
6.99
4.41
Chevron
131.044
8/12/24
0.02
141.436
-7.35
126.606
14.830
11.71
2.58
Walt Disney
77.667
8/12/24
-0.30
88.592
-12.33
77.530
11.061
14.27
5.24
American Express
214.205
8/12/24
-0.34
211.277
1.39
160.235
51.042
31.85
29.31
S
Johnson & Johnson
144.472
8/12/24
-0.46
132.327
9.18
136.794
-4.466
-3.27
-4.79
S
salesforce.com
227.091
8/12/24
-0.48
231.519
-1.91
220.921
10.598
4.80
6.95
Verizon
36.624
8/12/24
-0.54
37.717
-2.90
33.959
3.758
11.07
15.08
L
3M
111.472
8/12/24
-0.65
90.914
22.61
92.190
-1.275
-1.38
4.12
Caterpillar
303.646
8/12/24
-0.66
297.366
2.11
247.496
49.870
20.15
15.10
L
Honeywell
177.825
8/12/24
-0.73
190.620
-6.71
171.625
18.995
11.07
9.36
L
Coca-Cola
61.600
8/12/24
-0.74
57.182
7.73
50.905
6.277
12.33
8.35
L
Amgen
289.161
8/12/24
-0.77
281.037
2.89
263.273
17.765
6.75
16.06
Home Depot
312.484
8/12/24
-0.81
303.791
2.86
294.649
9.142
3.10
3.43
Dow
47.187
8/12/24
-0.84
47.558
-0.78
46.645
0.913
1.96
-0.95
Merck (MSD)
102.544
8/12/24
-0.93
115.574
-11.27
99.405
16.169
16.27
13.76
L
Goldman Sachs
438.712
8/12/24
-0.97
418.976
4.71
329.311
89.665
27.23
29.55
IBM
171.220
8/12/24
-1.03
158.225
8.21
136.463
21.762
15.95
12.11
⇓ instrument
freshest
Δday
7/01/24
⇓ Δwk
1/08/24
prc diff
⇓ Δ25
⇓ ∅-RS
Travelers Companies
189.518
8/12/24
-1.29
183.409
3.33
162.860
20.549
12.62
9.82
S
Cisco Systems
40.537
8/12/24
-1.34
42.940
-5.60
42.733
0.208
0.49
-4.22
S
Intel
17.494
8/12/24
-1.78
27.868
-37.22
41.031
-13.163
-32.08
-16.59
L
Procter & Gamble
150.734
8/12/24
-2.19
147.038
2.51
125.920
21.118
16.77
7.34
Boeing
148.313
8/12/24
-2.25
168.707
-12.09
193.932
-25.224
-13.01
-6.38
S
Walgreens Boots
9.217
8/12/24
-4.49
10.464
-11.92
21.705
-11.241
-51.79
-45.76
DJIA - 30 out of 30 instruments rated - 7/01/24 / 1/08/24 - 22 did rise, Market-Ratio(25) in CHF = 73.33 %
Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage in Swiss Franc * L25 - 56 ex 5 (1)
⇐
L/S date buy date sell days instrument spl pieces prc buy prc sell prc diff d % asset yield long
1/02/06
1/16/06
14
salesforce.com
100
889
11.247
12.445
1.198
11
11,065
1,298
1/16/06
1/23/06
7
- cash -
1/23/06
1/30/06
7
salesforce.com
100
868
12.733
13.695
0.962
8
11,900
4,361
1/30/06
2/13/06
14
- cash -
2/13/06
5/15/06
91
salesforce.com
100
1,063
11.193
9.336
-1.857
-17
9,925
-52
5/15/06
8/28/06
105
- cash -
8/28/06
9/11/06
14
Merck (MSD)
100
195
50.769
51.516
0.747
1
10,071
46
9/11/06
9/18/06
7
- cash -
9/18/06
12/11/06
84
Merck (MSD)
100
196
51.227
53.040
1.813
4
10,426
16
12/11/06
3/05/07
84
Goldman Sachs
100
42
244.073
231.268
-12.805
-5
9,889
-21
3/05/07
4/23/07
49
salesforce.com
100
781
12.650
12.475
-0.175
-1
9,752
-10
4/23/07
5/21/07
28
Goldman Sachs
100
36
268.803
281.324
12.521
5
10,203
81
5/21/07
7/30/07
70
Apple
100
2,078
4.908
6.103
1.195
24
12,686
211
7/30/07
8/06/07
7
- cash -
8/06/07
8/13/07
7
Apple
100
2,205
5.751
5.471
-0.281
-5
12,067
-93
8/13/07
8/20/07
7
- cash -
8/20/07
11/12/07
84
Apple
100
2,288
5.273
6.164
0.890
17
14,103
97
11/12/07
12/10/07
28
- cash -
12/10/07
12/31/07
21
Apple
100
1,802
7.825
7.967
0.142
2
14,360
37
12/31/07
8/11/08
224
- cash -
8/11/08
8/18/08
7
Amgen
100
207
69.278
70.710
1.432
2
14,656
191
8/18/08
9/01/08
14
- cash -
9/01/08
9/08/08
7
Amgen
100
212
68.844
66.872
-1.972
-3
14,238
-78
9/08/08
4/20/09
224
- cash -
4/20/09
4/27/09
7
Home Depot
100
485
29.310
29.480
0.169
1
14,320
35
4/27/09
5/04/09
7
- cash -
5/04/09
6/29/09
56
Goldman Sachs
100
93
152.358
161.812
9.454
6
15,200
48
6/29/09
7/13/09
14
- cash -
7/13/09
12/07/09
147
Goldman Sachs
100
93
162.371
166.563
4.192
3
15,589
7
12/07/09
5/10/10
154
American Express
100
389
40.063
47.674
7.611
19
18,550
51
5/10/10
5/17/10
7
salesforce.com
100
784
23.646
24.170
0.524
2
18,961
213
5/17/10
7/26/10
70
- cash -
7/26/10
8/09/10
14
salesforce.com
100
718
26.386
27.028
0.642
2
19,422
87
8/09/10
10/25/10
77
- cash -
10/25/10
3/07/11
133
salesforce.com
100
706
27.482
29.596
2.113
8
20,914
23
3/07/11
7/25/11
140
Caterpillar
100
221
94.442
86.466
-7.976
-8
19,151
-21
7/25/11
8/01/11
7
UnitedHealth
100
453
42.251
37.756
-4.495
-11
17,115
-100
8/01/11
12/26/11
147
- cash -
12/26/11
7/16/12
203
Visa
100
716
23.884
31.160
7.276
30
22,325
61
7/16/12
7/23/12
7
- cash -
7/23/12
9/03/12
42
Apple
100
1,047
21.310
23.021
1.711
8
24,116
96
L/S date buy date sell days instrument spl pieces prc buy prc sell prc diff d % asset yield
9/03/12
9/17/12
14
- cash -
9/17/12
9/24/12
7
Apple
100
1,041
23.166
23.023
-0.143
-1
23,967
-28
9/24/12
10/01/12
7
- cash -
10/01/12
10/29/12
28
Home Depot
100
421
56.928
57.381
0.452
1
24,158
11
10/29/12
11/05/12
7
- cash -
11/05/12
2/25/13
112
Home Depot
100
411
58.663
59.423
0.761
1
24,470
4
2/25/13
4/22/13
56
Goldman Sachs
100
178
137.263
130.306
-6.957
-5
23,232
-29
4/22/13
7/01/13
70
Walgreens Boots
100
500
46.436
41.893
-4.543
-10
20,960
-42
7/01/13
1/27/14
210
Boeing
100
214
97.542
123.153
25.610
26
26,441
50
1/27/14
2/10/14
14
- cash -
2/10/14
4/07/14
56
salesforce.com
100
483
54.729
47.922
-6.808
-12
23,153
-58
4/07/14
8/11/14
126
Walgreens Boots
100
400
57.805
56.200
-1.604
-3
22,511
-8
8/11/14
10/13/14
63
Intel
100
751
29.936
29.852
-0.084
0
22,448
-2
10/13/14
10/20/14
7
- cash -
10/20/14
1/05/15
77
Apple
100
954
23.517
26.749
3.232
14
25,532
84
1/05/15
2/09/15
35
Amgen
100
160
159.102
138.660
-20.442
-13
22,261
-76
2/09/15
5/25/15
105
Apple
100
804
27.666
31.315
3.649
13
25,195
54
5/25/15
6/08/15
14
- cash -
6/08/15
6/15/15
7
UnitedHealth
100
232
108.441
110.585
2.144
2
25,692
178
6/15/15
7/20/15
35
- cash -
7/20/15
8/10/15
21
Walgreens Boots
100
278
92.204
92.415
0.211
0
25,751
4
8/10/15
11/02/15
84
- cash -
11/02/15
11/09/15
7
Nike
100
397
64.743
65.471
0.727
1
26,040
79
11/09/15
12/07/15
28
- cash -
12/07/15
12/14/15
7
Nike
100
395
65.806
62.994
-2.813
-4
24,929
-90
12/14/15
2/22/16
70
- cash -
2/22/16
4/25/16
63
McDonald´s
100
212
117.414
124.287
6.873
6
26,386
39
4/25/16
5/30/16
35
- cash -
5/30/16
6/20/16
21
salesforce.com
100
317
83.064
78.069
-4.995
-6
24,802
-66
6/20/16
7/04/16
14
- cash -
7/04/16
8/22/16
49
Johnson & Johnson
100
210
117.756
114.648
-3.108
-3
24,150
-18
8/22/16
10/17/16
56
Merck (MSD)
100
394
61.159
60.854
-0.304
0
24,030
-3
10/17/16
10/24/16
7
- cash -
10/24/16
11/28/16
35
Caterpillar
100
278
86.346
93.697
7.351
9
26,073
134
11/28/16
12/05/16
7
- cash -
12/05/16
1/09/17
35
Goldman Sachs
100
111
233.733
246.496
12.763
5
27,490
74
1/09/17
1/23/17
14
- cash -
1/23/17
5/22/17
119
Goldman Sachs
100
118
231.741
210.195
-21.545
-9
24,948
-26
5/22/17
7/03/17
42
Apple
100
665
37.459
34.579
-2.880
-8
23,033
-50
7/03/17
5/07/18
308
Boeing
100
120
191.418
341.458
150.040
78
41,037
99
L/S date buy date sell days instrument spl pieces prc buy prc sell prc diff d % asset yield
5/07/18
5/14/18
7
- cash -
5/14/18
5/28/18
14
Intel
100
747
54.917
55.082
0.165
0
41,161
8
5/28/18
7/30/18
63
- cash -
7/30/18
8/13/18
14
salesforce.com
100
301
136.334
143.486
7.152
5
43,313
279
8/13/18
8/20/18
7
- cash -
8/20/18
10/15/18
56
Nike
100
530
81.576
73.977
-7.599
-9
39,286
-47
10/15/18
11/05/18
21
Apple
100
732
53.606
50.623
-2.983
-6
37,103
-63
11/05/18
12/10/18
35
Merck (MSD)
100
505
73.448
76.611
3.163
4
38,700
55
12/10/18
2/04/19
56
- cash -
2/04/19
2/18/19
14
Procter & Gamble
100
395
97.825
98.818
0.993
1
39,092
30
2/18/19
2/25/19
7
- cash -
2/25/19
3/11/19
14
Boeing
100
91
427.073
432.450
5.376
1
39,581
39
3/11/19
4/08/19
28
- cash -
4/08/19
10/21/19
196
Procter & Gamble
100
377
104.834
117.432
12.598
12
44,331
24
10/21/19
3/02/20
133
Apple
100
747
59.295
71.474
12.179
21
53,429
67
3/02/20
8/24/20
175
- cash -
8/24/20
2/22/21
182
Apple
100
466
114.563
112.783
-1.779
-2
52,599
-3
2/22/21
7/05/21
133
Caterpillar
100
269
195.187
200.653
5.466
3
54,070
8
7/05/21
9/20/21
77
Goldman Sachs
100
156
344.766
350.652
5.886
2
54,988
8
9/20/21
9/27/21
7
- cash -
9/27/21
10/04/21
7
Goldman Sachs
100
148
370.091
345.840
-24.251
-7
51,399
-97
10/04/21
10/11/21
7
- cash -
10/11/21
11/01/21
21
Goldman Sachs
100
143
357.131
379.437
22.306
6
54,589
187
11/01/21
11/08/21
7
- cash -
11/08/21
11/15/21
7
Microsoft
100
177
307.683
310.042
2.359
1
55,006
49
11/15/21
12/27/21
42
- cash -
12/27/21
1/24/22
28
Apple
100
332
165.382
147.522
-17.859
-11
49,077
-77
1/24/22
4/04/22
70
- cash -
4/04/22
4/11/22
7
Chevron
100
322
152.214
154.017
1.803
1
49,657
85
4/11/22
11/28/22
231
- cash -
11/28/22
5/08/23
161
Merck (MSD)
100
482
102.879
105.237
2.359
2
50,794
5
5/08/23
7/24/23
77
- cash -
7/24/23
9/25/23
63
salesforce.com
100
259
195.740
188.096
-7.644
-4
48,815
-21
9/25/23
11/20/23
56
- cash -
11/20/23
2/05/24
77
Intel
100
1,233
39.579
37.204
-2.375
-6
45,886
-25
2/05/24
4/15/24
70
salesforce.com
100
183
250.613
248.632
-1.980
-1
45,524
-4
4/15/24
6/10/24
56
Caterpillar
100
137
331.549
295.627
-35.922
-11
40,602
-53
6/10/24
8/12/24
63
American Express
100
194
208.476
214.205
5.730
3
41,714
17
accum 1/02/06
8/12/24 5180
days out of 7336 invested (71%)
317
41,714
11
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Boeing long 7/01/13 1/27/14 210 97.54 123.15 25.61 26.26
7/03/17 5/07/18 308 191.42 341.46 150.04 78.38
2/25/19 3/11/19 14 427.07 432.45 5.38 1.26 128.05
Apple 5/21/07 7/30/07 70 4.91 6.10 1.19 24.35
8/06/07 8/13/07 7 5.75 5.47 -0.28 -4.88
8/20/07 11/12/07 84 5.27 6.16 0.89 16.88
12/10/07 12/31/07 21 7.82 7.97 0.14 1.82
7/23/12 9/03/12 42 21.31 23.02 1.71 8.03
9/17/12 9/24/12 7 23.17 23.02 -0.14 -0.62
10/20/14 1/05/15 77 23.52 26.75 3.23 13.74
2/09/15 5/25/15 105 27.67 31.31 3.65 13.19
5/22/17 7/03/17 42 37.46 34.58 -2.88 -7.69
10/15/18 11/05/18 21 53.61 50.62 -2.98 -5.56
10/21/19 3/02/20 133 59.30 71.47 12.18 20.54
8/24/20 2/22/21 182 114.56 112.78 -1.78 -1.55
12/27/21 1/24/22 28 165.38 147.52 -17.86 -10.80 79.53
Visa 12/26/11 7/16/12 203 23.88 31.16 7.28 30.46 30.46
American Express 12/07/09 5/10/10 154 40.06 47.67 7.61 19.00
6/10/24 8/12/24 63 208.48 214.21 5.73 2.75 22.27
Procter & Gamble 2/04/19 2/18/19 14 97.83 98.82 0.99 1.02
4/08/19 10/21/19 196 104.83 117.43 12.60 12.02 13.15
Merck (MSD) 8/28/06 9/11/06 14 50.77 51.52 0.75 1.47
9/18/06 12/11/06 84 51.23 53.04 1.81 3.54
8/22/16 10/17/16 56 61.16 60.85 -0.30 -0.50
11/05/18 12/10/18 35 73.45 76.61 3.16 4.31
11/28/22 5/08/23 161 102.88 105.24 2.36 2.29 11.54
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
McDonald´s 2/22/16 4/25/16 63 117.41 124.29 6.87 5.85 5.85
Home Depot 4/20/09 4/27/09 7 29.31 29.48 0.17 0.58
10/01/12 10/29/12 28 56.93 57.38 0.45 0.79
11/05/12 2/25/13 112 58.66 59.42 0.76 1.30 2.69
Chevron 4/04/22 4/11/22 7 152.21 154.02 1.80 1.18 1.18
Microsoft 11/08/21 11/15/21 7 307.68 310.04 2.36 0.77 0.77
Goldman Sachs 12/11/06 3/05/07 84 244.07 231.27 -12.81 -5.25
4/23/07 5/21/07 28 268.80 281.32 12.52 4.66
5/04/09 6/29/09 56 152.36 161.81 9.45 6.21
7/13/09 12/07/09 147 162.37 166.56 4.19 2.58
2/25/13 4/22/13 56 137.26 130.31 -6.96 -5.07
12/05/16 1/09/17 35 233.73 246.50 12.76 5.46
1/23/17 5/22/17 119 231.74 210.20 -21.55 -9.30
7/05/21 9/20/21 77 344.77 350.65 5.89 1.71
9/27/21 10/04/21 7 370.09 345.84 -24.25 -6.55
10/11/21 11/01/21 21 357.13 379.44 22.31 6.25 -0.93
Johnson & Johnson 7/04/16 8/22/16 49 117.76 114.65 -3.11 -2.64 -2.64
Intel 8/11/14 10/13/14 63 29.94 29.85 -0.08 -0.28
5/14/18 5/28/18 14 54.92 55.08 0.17 0.30
11/20/23 2/05/24 77 39.58 37.20 -2.38 -6.00 -5.98
salesforce.com 1/02/06 1/16/06 14 11.25 12.44 1.20 10.65
1/23/06 1/30/06 7 12.73 13.70 0.96 7.56
2/13/06 5/15/06 91 11.19 9.34 -1.86 -16.59
3/05/07 4/23/07 49 12.65 12.48 -0.17 -1.38
5/10/10 5/17/10 7 23.65 24.17 0.52 2.22
7/26/10 8/09/10 14 26.39 27.03 0.64 2.43
10/25/10 3/07/11 133 27.48 29.60 2.11 7.69
2/10/14 4/07/14 56 54.73 47.92 -6.81 -12.44
5/30/16 6/20/16 21 83.06 78.07 -4.99 -6.01
7/30/18 8/13/18 14 136.33 143.49 7.15 5.25
7/24/23 9/25/23 63 195.74 188.10 -7.64 -3.91
2/05/24 4/15/24 70 250.61 248.63 -1.98 -0.79 -8.86
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
UnitedHealth 7/25/11 8/01/11 7 42.25 37.76 -4.49 -10.64
6/08/15 6/15/15 7 108.44 110.59 2.14 1.98 -8.87
Caterpillar 3/07/11 7/25/11 140 94.44 86.47 -7.98 -8.45
10/24/16 11/28/16 35 86.35 93.70 7.35 8.51
2/22/21 7/05/21 133 195.19 200.65 5.47 2.80
4/15/24 6/10/24 56 331.55 295.63 -35.92 -10.83 -8.93
Walgreens Boots 4/22/13 7/01/13 70 46.44 41.89 -4.54 -9.78
4/07/14 8/11/14 126 57.80 56.20 -1.60 -2.78
7/20/15 8/10/15 21 92.20 92.42 0.21 0.23 -12.09
Nike 11/02/15 11/09/15 7 64.74 65.47 0.73 1.12
12/07/15 12/14/15 7 65.81 62.99 -2.81 -4.27
8/20/18 10/15/18 56 81.58 73.98 -7.60 -9.31 -12.22
Amgen 8/11/08 8/18/08 7 69.28 70.71 1.43 2.07
9/01/08 9/08/08 7 68.84 66.87 -1.97 -2.86
1/05/15 2/09/15 35 159.10 138.66 -20.44 -12.85 -13.59
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