Assessment - Dow Jones Industrial Avgerage - 7/01/24 - RS = 25
⇐
⇓ instrument
freshest
⇓ Δday
7/01/24
⇓ Δwk
1/08/24
prc diff
⇓ Δ25
∅-RS
DJIA
39,357.000
8/12/24
-0.36
39,169.500
0.48
37,683.000
1,486.500
3.94
6.52
American Express
237.050
8/12/24
-0.34
233.810
1.39
189.210
44.600
23.57
24.48
L
Goldman Sachs
485.500
8/12/24
-0.97
463.660
4.71
388.860
74.800
19.24
24.06
L
Walmart
68.700
8/12/24
1.10
67.480
1.81
52.750
14.730
27.92
21.39
Microsoft
406.810
8/12/24
0.19
456.730
-10.93
374.690
82.040
21.90
21.25
JP Morgan Chase
206.190
8/12/24
0.19
205.450
0.36
172.020
33.430
19.43
18.62
L
Apple
217.530
8/12/24
0.71
216.750
0.36
185.560
31.190
16.81
18.50
L
Amgen
320.000
8/12/24
-0.77
311.010
2.89
310.880
0.130
0.04
11.69
Merck (MSD)
113.480
8/12/24
-0.93
127.900
-11.27
117.380
10.520
8.96
11.58
Caterpillar
336.030
8/12/24
-0.66
329.080
2.11
292.250
36.830
12.60
11.20
Travelers Companies
209.730
8/12/24
-1.29
202.970
3.33
192.310
10.660
5.54
10.84
L
Procter & Gamble
166.810
8/12/24
-2.19
162.720
2.51
148.690
14.030
9.44
8.63
L
Honeywell
196.790
8/12/24
-0.73
210.950
-6.71
202.660
8.290
4.09
7.95
Walt Disney
85.950
8/12/24
-0.30
98.040
-12.33
91.550
6.490
7.09
7.11
IBM
189.480
8/12/24
-1.03
175.100
8.21
161.140
13.960
8.66
6.95
Verizon
40.530
8/12/24
-0.54
41.740
-2.90
40.100
1.640
4.09
6.94
Visa
259.890
8/12/24
0.05
263.240
-1.27
262.540
0.700
0.27
5.92
Home Depot
345.810
8/12/24
-0.81
336.190
2.86
347.930
-11.740
-3.37
5.89
L
Coca-Cola
68.170
8/12/24
-0.74
63.280
7.73
60.110
3.170
5.27
5.27
L
3M
123.360
8/12/24
-0.65
100.610
22.61
108.860
-8.250
-7.58
2.10
Dow
52.220
8/12/24
-0.84
52.630
-0.78
55.080
-2.450
-4.45
2.08
Chevron
145.020
8/12/24
0.02
156.520
-7.35
149.500
7.020
4.70
-1.57
S
UnitedHealth
565.290
8/12/24
1.17
494.650
14.28
536.520
-41.870
-7.80
-3.00
S
salesforce.com
251.310
8/12/24
-0.48
256.210
-1.91
260.870
-4.660
-1.79
-5.37
Nike
74.640
8/12/24
0.40
76.830
-2.85
103.620
-26.790
-25.85
-6.53
⇓ instrument
freshest
⇓ Δday
7/01/24
⇓ Δwk
1/08/24
prc diff
⇓ Δ25
∅-RS
S
Johnson & Johnson
159.880
8/12/24
-0.46
146.440
9.18
161.530
-15.090
-9.34
-7.04
S
McDonald´s
269.460
8/12/24
0.58
249.990
7.79
291.900
-41.910
-14.36
-9.22
S
Cisco Systems
44.860
8/12/24
-1.34
47.520
-5.60
50.460
-2.940
-5.83
-9.84
Boeing
164.130
8/12/24
-2.25
186.700
-12.09
229.000
-42.300
-18.47
-12.42
S
Intel
19.360
8/12/24
-1.78
30.840
-37.22
48.450
-17.610
-36.35
-17.91
S
Walgreens Boots
10.200
8/12/24
-4.49
11.580
-11.92
25.630
-14.050
-54.82
-31.24
DJIA - 30 out of 30 instruments rated - 7/01/24 / 1/08/24 - 18 did rise, Market-Ratio(25) = 60.00 %
Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage * 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
1,168
8.560
9.748
1.188
14
11,387
2,858
1/16/06
1/23/06
7
- cash -
1/23/06
1/30/06
7
salesforce.com
100
1,141
9.975
10.663
0.688
7
12,171
3,131
1/30/06
2/13/06
14
- cash -
2/13/06
5/15/06
91
salesforce.com
100
1,421
8.565
7.795
-0.770
-9
11,077
-31
5/15/06
8/28/06
105
- cash -
8/28/06
9/11/06
14
Merck (MSD)
100
270
40.950
41.290
0.340
1
11,169
24
9/11/06
9/18/06
7
- cash -
9/18/06
12/11/06
84
Merck (MSD)
100
273
40.800
44.010
3.210
8
12,045
39
12/11/06
3/05/07
84
Goldman Sachs
100
59
202.520
190.000
-12.520
-6
11,307
-24
3/05/07
4/23/07
49
salesforce.com
100
1,087
10.393
10.323
-0.070
-1
11,231
-5
4/23/07
5/21/07
28
Goldman Sachs
100
50
222.420
229.230
6.810
3
11,571
48
5/21/07
7/30/07
70
Apple
100
2,893
3.999
5.051
1.052
26
14,614
238
7/30/07
8/06/07
7
- cash -
8/06/07
8/13/07
7
Apple
100
3,025
4.830
4.564
-0.267
-6
13,808
-95
8/13/07
8/20/07
7
- cash -
8/20/07
11/12/07
84
Apple
100
3,163
4.365
5.491
1.126
26
17,370
171
11/12/07
12/10/07
28
- cash -
12/10/07
12/31/07
21
Apple
100
2,504
6.936
7.074
0.138
2
17,716
41
12/31/07
8/11/08
224
- cash -
8/11/08
8/18/08
7
Amgen
100
276
64.010
64.500
0.490
1
17,851
49
8/18/08
9/01/08
14
- cash -
9/01/08
9/08/08
7
Amgen
100
285
62.510
59.780
-2.730
-4
17,073
-90
9/08/08
4/20/09
224
- cash -
4/20/09
4/27/09
7
Home Depot
100
678
25.150
25.880
0.730
3
17,568
345
4/27/09
5/04/09
7
- cash -
5/04/09
6/29/09
56
Goldman Sachs
100
130
134.160
149.360
15.200
11
19,544
101
6/29/09
7/13/09
14
- cash -
7/13/09
12/07/09
147
Goldman Sachs
100
130
149.440
163.850
14.410
10
21,418
26
12/07/09
5/10/10
154
American Express
100
543
39.410
43.090
3.680
9
23,416
24
5/10/10
5/17/10
7
salesforce.com
100
1,095
21.373
21.310
-0.063
0
23,347
-14
5/17/10
7/26/10
70
- cash -
7/26/10
8/09/10
14
salesforce.com
100
933
25.018
26.015
0.998
4
24,278
177
8/09/10
10/25/10
77
- cash -
10/25/10
3/07/11
133
salesforce.com
100
862
28.138
32.005
3.868
14
27,612
42
3/07/11
7/25/11
140
Caterpillar
100
270
102.130
105.660
3.530
3
28,565
9
7/25/11
8/01/11
7
UnitedHealth
100
553
51.630
48.020
-3.610
-7
26,569
-98
8/01/11
12/26/11
147
- cash -
12/26/11
7/16/12
203
Visa
100
1,042
25.478
31.788
6.310
25
33,144
49
7/16/12
7/23/12
7
- cash -
7/23/12
9/03/12
42
Apple
100
1,536
21.565
24.106
2.541
12
37,046
163
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
1,482
24.992
24.671
-0.321
-1
36,570
-49
9/24/12
10/01/12
7
- cash -
10/01/12
10/29/12
28
Home Depot
100
603
60.570
61.380
0.810
1
37,059
19
10/29/12
11/05/12
7
- cash -
11/05/12
2/25/13
112
Home Depot
100
594
62.380
63.920
1.540
2
37,974
8
2/25/13
4/22/13
56
Goldman Sachs
100
257
147.650
139.520
-8.130
-6
35,884
-31
4/22/13
7/01/13
70
Walgreens Boots
100
721
49.720
44.340
-5.380
-11
32,005
-45
7/01/13
1/27/14
210
Boeing
100
310
103.240
137.360
34.120
33
42,582
64
1/27/14
2/10/14
14
- cash -
2/10/14
4/07/14
56
salesforce.com
100
697
61.040
53.970
-7.070
-12
37,655
-55
4/07/14
8/11/14
126
Walgreens Boots
100
578
65.100
61.990
-3.110
-5
35,857
-13
8/11/14
10/13/14
63
Intel
100
1,085
33.020
31.470
-1.550
-5
34,175
-24
10/13/14
10/20/14
7
- cash -
10/20/14
1/05/15
77
Apple
100
1,370
24.940
26.563
1.623
7
36,398
35
1/05/15
2/09/15
35
Amgen
100
230
157.990
150.010
-7.980
-5
34,563
-42
2/09/15
5/25/15
105
Apple
100
1,154
29.930
33.135
3.205
11
38,261
42
5/25/15
6/08/15
14
- cash -
6/08/15
6/15/15
7
UnitedHealth
100
327
116.900
118.980
2.080
2
38,941
151
6/15/15
7/20/15
35
- cash -
7/20/15
8/10/15
21
Walgreens Boots
100
407
95.650
93.950
-1.700
-2
38,250
-27
8/10/15
11/02/15
84
- cash -
11/02/15
11/09/15
7
Nike
100
583
65.595
65.240
-0.355
-1
38,043
-25
11/09/15
12/07/15
28
- cash -
12/07/15
12/14/15
7
Nike
100
578
65.800
63.930
-1.870
-3
36,962
-78
12/14/15
2/22/16
70
- cash -
2/22/16
4/25/16
63
McDonald´s
100
314
117.670
127.500
9.830
8
40,048
59
4/25/16
5/30/16
35
- cash -
5/30/16
6/20/16
21
salesforce.com
100
478
83.710
81.220
-2.490
-3
38,858
-41
6/20/16
7/04/16
14
- cash -
7/04/16
8/22/16
49
Johnson & Johnson
100
320
121.290
119.130
-2.160
-2
38,167
-13
8/22/16
10/17/16
56
Merck (MSD)
100
600
63.550
61.520
-2.030
-3
36,949
-19
10/17/16
10/24/16
7
- cash -
10/24/16
11/28/16
35
Caterpillar
100
423
87.290
92.910
5.620
6
39,326
92
11/28/16
12/05/16
7
- cash -
12/05/16
1/09/17
35
Goldman Sachs
100
169
231.380
242.890
11.510
5
41,271
66
1/09/17
1/23/17
14
- cash -
1/23/17
5/22/17
119
Goldman Sachs
100
177
232.670
216.020
-16.650
-7
38,324
-20
5/22/17
7/03/17
42
Apple
100
995
38.498
35.875
-2.623
-7
35,715
-46
7/03/17
5/07/18
308
Boeing
100
179
198.590
340.430
141.840
71
61,104
89
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
1,113
54.900
55.440
0.540
1
61,705
29
5/28/18
7/30/18
63
- cash -
7/30/18
8/13/18
14
salesforce.com
100
447
138.030
144.450
6.420
5
64,575
227
8/13/18
8/20/18
7
- cash -
8/20/18
10/15/18
56
Nike
100
785
82.180
74.990
-7.190
-9
58,931
-45
10/15/18
11/05/18
21
Apple
100
1,084
54.340
50.398
-3.943
-7
54,657
-73
11/05/18
12/10/18
35
Merck (MSD)
100
747
73.120
77.420
4.300
6
57,869
81
12/10/18
2/04/19
56
- cash -
2/04/19
2/18/19
14
Procter & Gamble
100
590
98.030
98.480
0.450
0
58,135
13
2/18/19
2/25/19
7
- cash -
2/25/19
3/11/19
14
Boeing
100
136
426.870
432.690
5.820
1
58,926
42
3/11/19
4/08/19
28
- cash -
4/08/19
10/21/19
196
Procter & Gamble
100
561
104.970
119.080
14.110
13
66,842
26
10/21/19
3/02/20
133
Apple
100
1,111
60.128
74.703
14.575
24
83,035
81
3/02/20
8/24/20
175
- cash -
8/24/20
2/22/21
182
Apple
100
659
125.857
126.000
0.143
0
83,129
0
2/22/21
7/05/21
133
Caterpillar
100
381
218.060
217.760
-0.300
0
83,015
0
7/05/21
9/20/21
77
Goldman Sachs
100
221
374.160
378.130
3.970
1
83,892
5
9/20/21
9/27/21
7
- cash -
9/27/21
10/04/21
7
Goldman Sachs
100
209
399.810
374.150
-25.660
-6
78,529
-97
10/04/21
10/11/21
7
- cash -
10/11/21
11/01/21
21
Goldman Sachs
100
203
385.240
416.700
31.460
8
84,916
291
11/01/21
11/08/21
7
- cash -
11/08/21
11/15/21
7
Microsoft
100
251
336.990
336.070
-0.920
0
84,685
-13
11/15/21
12/27/21
42
- cash -
12/27/21
1/24/22
28
Apple
100
469
180.330
161.620
-18.710
-10
75,910
-76
1/24/22
4/04/22
70
- cash -
4/04/22
4/11/22
7
Chevron
100
461
164.370
165.560
1.190
1
76,458
46
4/11/22
11/28/22
231
- cash -
11/28/22
5/08/23
161
Merck (MSD)
100
705
108.450
118.380
9.930
9
83,459
22
5/08/23
7/24/23
77
- cash -
7/24/23
9/25/23
63
salesforce.com
100
369
225.660
206.340
-19.320
-9
76,330
-40
9/25/23
11/20/23
56
- cash -
11/20/23
2/05/24
77
Intel
100
1,706
44.740
42.770
-1.970
-4
72,969
-19
2/05/24
4/15/24
70
salesforce.com
100
253
288.110
272.900
-15.210
-5
69,121
-25
4/15/24
6/10/24
56
Caterpillar
100
189
363.910
329.610
-34.300
-9
62,638
-48
6/10/24
8/12/24
63
American Express
100
269
232.440
237.050
4.610
2
63,878
12
accum 1/02/06
8/12/24 4875
days out of 7031 invested (69%)
539
63,878
15
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Boeing long 7/01/13 1/27/14 210 103.24 137.36 34.12 33.05
7/03/17 5/07/18 308 198.59 340.43 141.84 71.42
2/25/19 3/11/19 14 426.87 432.69 5.82 1.36 131.19
Apple 5/21/07 7/30/07 70 4.00 5.05 1.05 26.30
8/06/07 8/13/07 7 4.83 4.56 -0.27 -5.52
8/20/07 11/12/07 84 4.37 5.49 1.13 25.80
12/10/07 12/31/07 21 6.94 7.07 0.14 1.99
7/23/12 9/03/12 42 21.57 24.11 2.54 11.78
9/17/12 9/24/12 7 24.99 24.67 -0.32 -1.28
10/20/14 1/05/15 77 24.94 26.56 1.62 6.51
2/09/15 5/25/15 105 29.93 33.14 3.21 10.71
5/22/17 7/03/17 42 38.50 35.88 -2.62 -6.81
10/15/18 11/05/18 21 54.34 50.40 -3.94 -7.26
10/21/19 3/02/20 133 60.13 74.70 14.58 24.24
8/24/20 2/22/21 182 125.86 126.00 0.14 0.11
12/27/21 1/24/22 28 180.33 161.62 -18.71 -10.38 91.93
Visa 12/26/11 7/16/12 203 25.48 31.79 6.31 24.77 24.77
Merck (MSD) 8/28/06 9/11/06 14 40.95 41.29 0.34 0.83
9/18/06 12/11/06 84 40.80 44.01 3.21 7.87
8/22/16 10/17/16 56 63.55 61.52 -2.03 -3.19
11/05/18 12/10/18 35 73.12 77.42 4.30 5.88
11/28/22 5/08/23 161 108.45 118.38 9.93 9.16 21.69
Procter & Gamble 2/04/19 2/18/19 14 98.03 98.48 0.45 0.46
4/08/19 10/21/19 196 104.97 119.08 14.11 13.44 13.96
American Express 12/07/09 5/10/10 154 39.41 43.09 3.68 9.34
6/10/24 8/12/24 63 232.44 237.05 4.61 1.98 11.51
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Goldman Sachs 12/11/06 3/05/07 84 202.52 190.00 -12.52 -6.18
4/23/07 5/21/07 28 222.42 229.23 6.81 3.06
5/04/09 6/29/09 56 134.16 149.36 15.20 11.33
7/13/09 12/07/09 147 149.44 163.85 14.41 9.64
2/25/13 4/22/13 56 147.65 139.52 -8.13 -5.51
12/05/16 1/09/17 35 231.38 242.89 11.51 4.97
1/23/17 5/22/17 119 232.67 216.02 -16.65 -7.16
7/05/21 9/20/21 77 374.16 378.13 3.97 1.06
9/27/21 10/04/21 7 399.81 374.15 -25.66 -6.42
10/11/21 11/01/21 21 385.24 416.70 31.46 8.17 11.19
McDonald´s 2/22/16 4/25/16 63 117.67 127.50 9.83 8.35 8.35
Home Depot 4/20/09 4/27/09 7 25.15 25.88 0.73 2.90
10/01/12 10/29/12 28 60.57 61.38 0.81 1.34
11/05/12 2/25/13 112 62.38 63.92 1.54 2.47 6.85
salesforce.com 1/02/06 1/16/06 14 8.56 9.75 1.19 13.87
1/23/06 1/30/06 7 9.98 10.66 0.69 6.89
2/13/06 5/15/06 91 8.57 7.80 -0.77 -8.99
3/05/07 4/23/07 49 10.39 10.32 -0.07 -0.67
5/10/10 5/17/10 7 21.37 21.31 -0.06 -0.29
7/26/10 8/09/10 14 25.02 26.02 1.00 3.99
10/25/10 3/07/11 133 28.14 32.01 3.87 13.75
2/10/14 4/07/14 56 61.04 53.97 -7.07 -11.58
5/30/16 6/20/16 21 83.71 81.22 -2.49 -2.97
7/30/18 8/13/18 14 138.03 144.45 6.42 4.65
7/24/23 9/25/23 63 225.66 206.34 -19.32 -8.56
2/05/24 4/15/24 70 288.11 272.90 -15.21 -5.28 0.90
instrument L/S date buy date sell days prc buy prc sell prc diff d % total
Chevron 4/04/22 4/11/22 7 164.37 165.56 1.19 0.72 0.72
Microsoft 11/08/21 11/15/21 7 336.99 336.07 -0.92 -0.27 -0.27
Caterpillar 3/07/11 7/25/11 140 102.13 105.66 3.53 3.46
10/24/16 11/28/16 35 87.29 92.91 5.62 6.44
2/22/21 7/05/21 133 218.06 217.76 -0.30 -0.14
4/15/24 6/10/24 56 363.91 329.61 -34.30 -9.43 -0.40
Johnson & Johnson 7/04/16 8/22/16 49 121.29 119.13 -2.16 -1.78 -1.78
UnitedHealth 7/25/11 8/01/11 7 51.63 48.02 -3.61 -6.99
6/08/15 6/15/15 7 116.90 118.98 2.08 1.78 -5.34
Intel 8/11/14 10/13/14 63 33.02 31.47 -1.55 -4.69
5/14/18 5/28/18 14 54.90 55.44 0.54 0.98
11/20/23 2/05/24 77 44.74 42.77 -1.97 -4.40 -7.99
Amgen 8/11/08 8/18/08 7 64.01 64.50 0.49 0.77
9/01/08 9/08/08 7 62.51 59.78 -2.73 -4.37
1/05/15 2/09/15 35 157.99 150.01 -7.98 -5.05 -8.50
Nike 11/02/15 11/09/15 7 65.60 65.24 -0.36 -0.54
12/07/15 12/14/15 7 65.80 63.93 -1.87 -2.84
8/20/18 10/15/18 56 82.18 74.99 -7.19 -8.75 -11.82
Walgreens Boots 4/22/13 7/01/13 70 49.72 44.34 -5.38 -10.82
4/07/14 8/11/14 126 65.10 61.99 -3.11 -4.78
7/20/15 8/10/15 21 95.65 93.95 -1.70 -1.78 -16.59
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
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