Assessment - Dow Jones Industrial Avgerage in Japanese yen - 1/07/24 - RS = 25
⇐
instrument
freshest
⇓ 1/07/24
⇓ 8/01/24
prc diff
⇓
⇓
DJIA
6,359,085.870
12/08/24
-0.36
6,328,790.659
0.48
5,423,015.069
905,775.590
16.70
16.83
L
3M
19,931.825
12/08/24
-0.65
16,256.006
22.61
15,666.200
589.806
3.76
11.10
American Express
38,301.225
12/08/24
-0.34
37,777.724
1.39
27,229.485
10,548.239
38.74
38.32
L
Amgen
51,703.826
12/08/24
-0.77
50,251.272
2.89
44,739.191
5,512.081
12.32
24.07
L
Apple
35,147.291
12/08/24
0.71
35,021.263
0.36
26,704.208
8,317.055
31.15
28.50
Boeing
26,519.215
12/08/24
-2.25
30,165.951
-12.09
32,955.721
-2,789.770
-8.47
-0.18
Caterpillar
54,293.864
12/08/24
-0.66
53,170.922
2.11
42,058.120
11,112.802
26.42
23.05
Chevron
23,431.528
12/08/24
0.02
25,289.634
-7.35
21,514.761
3,774.872
17.55
9.44
S
Cisco Systems
7,248.230
12/08/24
-1.34
7,678.018
-5.60
7,261.772
416.247
5.73
2.13
L
Coca-Cola
11,014.531
12/08/24
-0.74
10,224.432
7.73
8,650.517
1,573.914
18.19
15.66
Dow
8,437.418
12/08/24
-0.84
8,503.664
-0.78
7,926.643
577.021
7.28
5.75
L
Goldman Sachs
78,444.398
12/08/24
-0.97
74,915.612
4.71
55,961.405
18,954.207
33.87
38.53
Home Depot
55,874.063
12/08/24
-0.81
54,319.716
2.86
50,071.110
4,248.607
8.49
10.46
L
Honeywell
31,796.237
12/08/24
-0.73
34,084.132
-6.71
29,165.094
4,919.038
16.87
16.73
IBM
30,615.128
12/08/24
-1.03
28,291.687
8.21
23,189.891
5,101.797
22.00
19.86
S
Intel
3,128.081
12/08/24
-1.78
4,982.956
-37.22
6,972.510
-1,989.553
-28.53
-10.97
S
Johnson & Johnson
25,832.524
12/08/24
-0.46
23,660.963
9.18
23,246.016
414.947
1.79
1.55
JP Morgan Chase
33,315.037
12/08/24
0.19
33,195.472
0.36
24,755.647
8,439.825
34.09
35.41
S
McDonald´s
43,537.853
12/08/24
0.58
40,391.998
7.79
42,007.751
-1,615.753
-3.85
-2.49
Merck (MSD)
18,335.469
12/08/24
-0.93
20,665.373
-11.27
16,892.326
3,773.047
22.34
21.56
Microsoft
65,730.104
12/08/24
0.19
73,795.901
-10.93
53,922.180
19,873.721
36.86
33.91
Nike
12,059.917
12/08/24
0.40
12,413.765
-2.85
14,912.104
-2,498.339
-16.75
-17.65
L
Procter & Gamble
26,952.235
12/08/24
-2.19
26,291.396
2.51
21,398.193
4,893.202
22.87
14.61
S
salesforce.com
40,605.277
12/08/24
-0.48
41,396.991
-1.91
37,542.179
3,854.812
10.27
14.34
Travelers Companies
33,887.011
12/08/24
-1.29
32,794.767
3.33
27,675.610
5,119.157
18.50
17.42
instrument
freshest
⇓ 1/07/24
⇓ 8/01/24
prc diff
⇓
⇓
S
UnitedHealth
91,336.424
12/08/24
1.17
79,922.805
14.28
77,211.370
2,711.435
3.51
6.49
Verizon
6,548.613
12/08/24
-0.54
6,744.118
-2.90
5,770.849
973.269
16.87
22.98
Visa
41,991.585
12/08/24
0.05
42,532.860
-1.27
37,782.511
4,750.348
12.57
11.55
S
Walgreens Boots
1,648.059
12/08/24
-4.49
1,871.032
-11.92
3,688.450
-1,817.418
-49.27
-42.29
L
Walmart
11,100.165
12/08/24
1.10
10,903.044
1.81
7,591.329
3,311.715
43.62
31.73
Walt Disney
13,887.325
12/08/24
-0.30
15,840.760
-12.33
13,175.093
2,665.667
20.23
12.48
DJIA - 30 out of 30 instruments rated - 1/07/24 / 8/01/24 - 25 did rise, Market-Ratio(25) in JPY = 83.33 % Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage in Japanese yen * 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
2/01/06
16/01/06
14
salesforce.com
100
9
1,008.168
1,112.979
104.811
10
10,943
1,218
16/01/06 23/01/06 7 - cash -
23/01/06
30/01/06
7
salesforce.com
100
9
1,150.158
1,250.585
100.426
9
11,847
7,765
30/01/06 13/02/06 14 - cash -
13/02/06
15/05/06
91
salesforce.com
100
11
1,009.441
857.709
-151.732
-15
10,178
-48
15/05/06 28/08/06 105 - cash -
28/08/06
11/09/06
14
Merck (MSD)
100
2
4,802.707
4,828.135
25.428
1
10,229
15
11/09/06 18/09/06 7 - cash -
18/09/06
11/12/06
84
Merck (MSD)
100
2
4,793.726
5,119.333
325.607
7
10,880
33
11/12/06
5/03/07
84
Goldman Sachs
100
0
23,557.542
22,191.641
-1,365.901
-6
10,880
0
5/03/07
23/04/07
49
salesforce.com
100
8
1,213.824
1,225.104
11.279
1
10,970
7
23/04/07
21/05/07
28
Goldman Sachs
100
0
26,397.440
27,764.165
1,366.724
5
10,970
0
21/05/07
30/07/07
70
Apple
100
22
484.386
599.045
114.658
24
13,493
203
30/07/07 6/08/07 7 - cash -
6/08/07
13/08/07
7
Apple
100
23
570.169
540.325
-29.844
-5
12,806
-94
13/08/07 20/08/07 7 - cash -
20/08/07
12/11/07
84
Apple
100
25
499.116
607.786
108.670
22
15,523
135
12/11/07 10/12/07 28 - cash -
10/12/07
31/12/07
21
Apple
100
20
774.663
794.532
19.869
3
15,921
55
31/12/07 11/08/08 224 - cash -
11/08/08
18/08/08
7
Amgen
100
2
7,054.494
7,128.115
73.621
1
16,068
72
18/08/08 1/09/08 14 - cash -
1/09/08
8/09/08
7
Amgen
100
2
6,800.918
6,441.745
-359.173
-5
15,349
-94
8/09/08 20/04/09 224 - cash -
20/04/09
27/04/09
7
Home Depot
100
6
2,493.985
2,514.906
20.920
1
15,475
55
27/04/09 4/05/09 7 - cash -
4/05/09
29/06/09
56
Goldman Sachs
100
1
13,303.778
14,217.781
914.003
7
16,389
54
29/06/09 13/07/09 14 - cash -
13/07/09
7/12/09
147
Goldman Sachs
100
1
13,833.145
14,833.294
1,000.149
7
17,389
19
7/12/09
10/05/10
154
American Express
100
4
3,567.776
3,946.769
378.992
11
18,905
27
10/05/10
17/05/10
7
salesforce.com
100
9
1,957.584
1,970.420
12.836
1
19,021
41
17/05/10 26/07/10 70 - cash -
26/07/10
9/08/10
14
salesforce.com
100
8
2,188.547
2,224.428
35.882
2
19,308
53
9/08/10 25/10/10 77 - cash -
25/10/10
7/03/11
133
salesforce.com
100
8
2,289.019
2,634.441
345.421
15
22,071
47
7/03/11
25/07/11
140
Caterpillar
100
2
8,406.669
8,295.656
-111.012
-1
21,849
-3
25/07/11
1/08/11
7
UnitedHealth
100
5
4,053.613
3,687.893
-365.720
-9
20,020
-99
1/08/11 26/12/11 147 - cash -
26/12/11
16/07/12
203
Visa
100
10
1,990.070
2,516.845
526.776
26
25,288
53
16/07/12 23/07/12 7 - cash -
23/07/12
3/09/12
42
Apple
100
14
1,692.541
1,889.374
196.833
12
28,044
160
L/S date buy date sell days instrument spl pieces prc buy prc sell prc diff d % asset yield
3/09/12 17/09/12 14 - cash -
17/09/12
24/09/12
7
Apple
100
14
1,959.455
1,928.253
-31.202
-2
27,607
-57
24/09/12 1/10/12 7 - cash -
1/10/12
29/10/12
28
Home Depot
100
5
4,720.004
4,888.387
168.384
4
28,449
58
29/10/12 5/11/12 7 - cash -
5/11/12
25/02/13
112
Home Depot
100
5
5,017.807
5,970.906
953.099
19
33,214
76
25/02/13
22/04/13
56
Goldman Sachs
100
2
13,792.308
13,884.656
92.348
1
33,399
4
22/04/13
1/07/13
70
Walgreens Boots
100
6
4,948.001
4,395.829
-552.172
-11
30,086
-46
1/07/13
27/01/14
210
Boeing
100
2
10,235.123
14,102.835
3,867.712
38
37,822
75
27/01/14 10/02/14 14 - cash -
10/02/14
7/04/14
56
salesforce.com
100
6
6,238.844
5,562.617
-676.227
-11
33,764
-53
7/04/14
11/08/14
126
Walgreens Boots
100
5
6,709.772
6,335.495
-374.277
-6
31,893
-15
11/08/14
13/10/14
63
Intel
100
9
3,374.706
3,366.193
-8.513
0
31,816
-1
13/10/14 20/10/14 7 - cash -
20/10/14
5/01/15
77
Apple
100
11
2,667.457
3,169.157
501.699
19
37,335
126
5/01/15
9/02/15
35
Amgen
100
1
18,849.695
17,784.800
-1,064.896
-6
36,270
-45
9/02/15
25/05/15
105
Apple
100
10
3,548.424
4,028.603
480.179
14
41,072
55
25/05/15 8/06/15 14 - cash -
8/06/15
15/06/15
7
UnitedHealth
100
2
14,556.436
14,686.362
129.926
1
41,332
59
15/06/15 20/07/15 35 - cash -
20/07/15
10/08/15
21
Walgreens Boots
100
3
11,891.488
11,707.091
-184.396
-2
40,778
-24
10/08/15 2/11/15 84 - cash -
2/11/15
9/11/15
7
Nike
100
5
7,920.529
8,035.140
114.610
1
41,351
112
9/11/15 7/12/15 28 - cash -
7/12/15
14/12/15
7
Nike
100
5
8,117.296
7,743.144
-374.153
-5
39,481
-91
14/12/15 22/02/16 70 - cash -
22/02/16
25/04/16
63
McDonald´s
100
2
13,203.472
14,179.991
976.519
7
41,434
51
25/04/16 30/05/16 35 - cash -
30/05/16
20/06/16
21
salesforce.com
100
4
9,304.827
8,438.912
-865.914
-9
37,970
-82
20/06/16 4/07/16 14 - cash -
4/07/16
22/08/16
49
Johnson & Johnson
100
3
12,436.765
11,949.722
-487.043
-4
36,509
-26
22/08/16
17/10/16
56
Merck (MSD)
100
5
6,374.589
6,391.089
16.500
0
36,591
2
17/10/16 24/10/16 7 - cash -
24/10/16
28/11/16
35
Caterpillar
100
4
9,068.241
10,302.180
1,233.940
14
41,527
278
28/11/16 5/12/16 7 - cash -
5/12/16
9/01/17
35
Goldman Sachs
100
1
26,378.659
28,127.140
1,748.480
7
43,276
95
9/01/17 23/01/17 14 - cash -
23/01/17
22/05/17
119
Goldman Sachs
100
1
26,219.411
24,043.446
-2,175.964
-8
41,100
-23
22/05/17
3/07/17
42
Apple
100
9
4,284.847
4,071.074
-213.773
-5
39,176
-36
3/07/17
7/05/18
308
Boeing
100
1
22,535.875
37,144.905
14,609.030
65
53,785
81
L/S date buy date sell days instrument spl pieces prc buy prc sell prc diff d % asset yield
7/05/18 14/05/18 7 - cash -
14/05/18
28/05/18
14
Intel
100
8
6,020.971
6,061.811
40.839
1
54,112
19
28/05/18 30/07/18 63 - cash -
30/07/18
13/08/18
14
salesforce.com
100
3
15,309.060
15,997.978
688.918
5
56,178
215
13/08/18 20/08/18 7 - cash -
20/08/18
15/10/18
56
Nike
100
6
9,057.561
8,381.304
-676.256
-7
52,121
-40
15/10/18
5/11/18
21
Apple
100
8
6,073.344
5,701.334
-372.010
-6
49,145
-67
5/11/18
10/12/18
35
Merck (MSD)
100
5
8,271.869
8,761.475
489.606
6
51,593
82
10/12/18 4/02/19 56 - cash -
4/02/19
18/02/19
14
Procter & Gamble
100
4
10,772.048
10,885.822
113.774
1
52,048
32
18/02/19 25/02/19 7 - cash -
25/02/19
11/03/19
14
Boeing
100
1
47,437.980
48,308.073
870.092
2
52,918
61
11/03/19 8/04/19 28 - cash -
8/04/19
21/10/19
196
Procter & Gamble
100
4
11,697.147
12,925.194
1,228.047
10
57,830
20
21/10/19
2/03/20
133
Apple
100
8
6,526.365
8,061.343
1,534.977
24
70,110
79
2/03/20 24/08/20 175 - cash -
24/08/20
22/02/21
182
Apple
100
5
13,320.392
13,232.257
-88.135
-1
69,669
-1
22/02/21
5/07/21
133
Caterpillar
100
3
22,900.206
24,129.988
1,229.782
5
73,359
15
5/07/21
20/09/21
77
Goldman Sachs
100
1
41,460.674
41,353.384
-107.290
0
73,251
-1
20/09/21 27/09/21 7 - cash -
27/09/21
4/10/21
7
Goldman Sachs
100
1
44,363.361
41,467.631
-2,895.729
-7
70,356
-97
4/10/21 11/10/21 7 - cash -
11/10/21
1/11/21
21
Goldman Sachs
100
1
43,667.797
47,557.920
3,890.123
9
74,246
341
1/11/21 8/11/21 7 - cash -
8/11/21
15/11/21
7
Microsoft
100
1
38,137.205
38,311.755
174.550
0
74,420
27
15/11/21 27/12/21 42 - cash -
27/12/21
24/01/22
28
Apple
100
3
20,707.979
18,377.904
-2,330.074
-11
67,430
-79
24/01/22 4/04/22 70 - cash -
4/04/22
11/04/22
7
Chevron
100
3
20,167.776
20,770.860
603.084
3
69,239
365
11/04/22 28/11/22 231 - cash -
28/11/22
8/05/23
161
Merck (MSD)
100
4
15,056.727
15,973.431
916.704
6
72,906
14
8/05/23 24/07/23 77 - cash -
24/07/23
25/09/23
63
salesforce.com
100
2
31,878.649
30,697.974
-1,180.675
-4
70,545
-20
25/09/23 20/11/23 56 - cash -
20/11/23
5/02/24
77
Intel
100
10
6,635.533
6,353.011
-282.522
-4
67,720
-19
5/02/24
15/04/24
70
salesforce.com
100
1
42,795.560
42,072.119
-723.441
-2
66,996
-9
15/04/24
10/06/24
56
Caterpillar
100
1
56,102.840
51,690.091
-4,412.749
-8
62,583
-41
10/06/24
12/08/24
63
American Express
100
1
36,451.699
38,301.225
1,849.525
5
64,433
33
accum 2/01/06
12/08/24 4966
days out of 7122 invested (70%)
544
64,433
15
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell prc diff d % total Boeing long 1/07/13 27/01/14 210 10,235.12 14,102.84 3,867.71 37.79 3/07/17 7/05/18 308 22,535.87 37,144.90 14,609.03 64.83 25/02/19 11/03/19 14 47,437.98 48,308.07 870.09 1.83 131.28 Apple 21/05/07 30/07/07 70 484.39 599.04 114.66 23.67 6/08/07 13/08/07 7 570.17 540.32 -29.84 -5.23 20/08/07 12/11/07 84 499.12 607.79 108.67 21.77 10/12/07 31/12/07 21 774.66 794.53 19.87 2.56 23/07/12 3/09/12 42 1,692.54 1,889.37 196.83 11.63 17/09/12 24/09/12 7 1,959.45 1,928.25 -31.20 -1.59 20/10/14 5/01/15 77 2,667.46 3,169.16 501.70 18.81 9/02/15 25/05/15 105 3,548.42 4,028.60 480.18 13.53 22/05/17 3/07/17 42 4,284.85 4,071.07 -213.77 -4.99 15/10/18 5/11/18 21 6,073.34 5,701.33 -372.01 -6.13 21/10/19 2/03/20 133 6,526.37 8,061.34 1,534.98 23.52 24/08/20 22/02/21 182 13,320.39 13,232.26 -88.13 -0.66 27/12/21 24/01/22 28 20,707.98 18,377.90 -2,330.07 -11.25 110.66 Visa 26/12/11 16/07/12 203 1,990.07 2,516.85 526.78 26.47 26.47 Home Depot 20/04/09 27/04/09 7 2,493.99 2,514.91 20.92 0.84 1/10/12 29/10/12 28 4,720.00 4,888.39 168.38 3.57 5/11/12 25/02/13 112 5,017.81 5,970.91 953.10 18.99 24.27 Merck (MSD) 28/08/06 11/09/06 14 4,802.71 4,828.13 25.43 0.53 18/09/06 11/12/06 84 4,793.73 5,119.33 325.61 6.79 22/08/16 17/10/16 56 6,374.59 6,391.09 16.50 0.26 5/11/18 10/12/18 35 8,271.87 8,761.48 489.61 5.92 28/11/22 8/05/23 161 15,056.73 15,973.43 916.70 6.09 20.95 instrument L/S date buy date sell days prc buy prc sell prc diff d % total American Express 7/12/09 10/05/10 154 3,567.78 3,946.77 378.99 10.62 10/06/24 12/08/24 63 36,451.70 38,301.22 1,849.53 5.07 16.24 Goldman Sachs 11/12/06 5/03/07 84 23,557.54 22,191.64 -1,365.90 -5.80 23/04/07 21/05/07 28 26,397.44 27,764.16 1,366.72 5.18 4/05/09 29/06/09 56 13,303.78 14,217.78 914.00 6.87 13/07/09 7/12/09 147 13,833.14 14,833.29 1,000.15 7.23 25/02/13 22/04/13 56 13,792.31 13,884.66 92.35 0.67 5/12/16 9/01/17 35 26,378.66 28,127.14 1,748.48 6.63 23/01/17 22/05/17 119 26,219.41 24,043.45 -2,175.96 -8.30 5/07/21 20/09/21 77 41,460.67 41,353.38 -107.29 -0.26 27/09/21 4/10/21 7 44,363.36 41,467.63 -2,895.73 -6.53 11/10/21 1/11/21 21 43,667.80 47,557.92 3,890.12 8.91 13.48 Procter & Gamble 4/02/19 18/02/19 14 10,772.05 10,885.82 113.77 1.06 8/04/19 21/10/19 196 11,697.15 12,925.19 1,228.05 10.50 11.67 Caterpillar 7/03/11 25/07/11 140 8,406.67 8,295.66 -111.01 -1.32 24/10/16 28/11/16 35 9,068.24 10,302.18 1,233.94 13.61 22/02/21 5/07/21 133 22,900.21 24,129.99 1,229.78 5.37 15/04/24 10/06/24 56 56,102.84 51,690.09 -4,412.75 -7.87 8.84 McDonald´s 22/02/16 25/04/16 63 13,203.47 14,179.99 976.52 7.40 7.40 Chevron 4/04/22 11/04/22 7 20,167.78 20,770.86 603.08 2.99 2.99 Microsoft 8/11/21 15/11/21 7 38,137.21 38,311.76 174.55 0.46 0.46 salesforce.com 2/01/06 16/01/06 14 1,008.17 1,112.98 104.81 10.40 23/01/06 30/01/06 7 1,150.16 1,250.58 100.43 8.73 13/02/06 15/05/06 91 1,009.44 857.71 -151.73 -15.03 5/03/07 23/04/07 49 1,213.82 1,225.10 11.28 0.93 10/05/10 17/05/10 7 1,957.58 1,970.42 12.84 0.66 26/07/10 9/08/10 14 2,188.55 2,224.43 35.88 1.64 25/10/10 7/03/11 133 2,289.02 2,634.44 345.42 15.09 10/02/14 7/04/14 56 6,238.84 5,562.62 -676.23 -10.84 30/05/16 20/06/16 21 9,304.83 8,438.91 -865.91 -9.31 30/07/18 13/08/18 14 15,309.06 15,997.98 688.92 4.50 24/07/23 25/09/23 63 31,878.65 30,697.97 -1,180.67 -3.70 5/02/24 15/04/24 70 42,795.56 42,072.12 -723.44 -1.69 -3.04 instrument L/S date buy date sell days prc buy prc sell prc diff d % total Intel 11/08/14 13/10/14 63 3,374.71 3,366.19 -8.51 -0.25 14/05/18 28/05/18 14 6,020.97 6,061.81 40.84 0.68 20/11/23 5/02/24 77 6,635.53 6,353.01 -282.52 -4.26 -3.85 Johnson & Johnson 4/07/16 22/08/16 49 12,436.76 11,949.72 -487.04 -3.92 -3.92 UnitedHealth 25/07/11 1/08/11 7 4,053.61 3,687.89 -365.72 -9.02 8/06/15 15/06/15 7 14,556.44 14,686.36 129.93 0.89 -8.21 Amgen 11/08/08 18/08/08 7 7,054.49 7,128.12 73.62 1.04 1/09/08 8/09/08 7 6,800.92 6,441.75 -359.17 -5.28 5/01/15 9/02/15 35 18,849.70 17,784.80 -1,064.90 -5.65 -9.70 Nike 2/11/15 9/11/15 7 7,920.53 8,035.14 114.61 1.45 7/12/15 14/12/15 7 8,117.30 7,743.14 -374.15 -4.61 20/08/18 15/10/18 56 9,057.56 8,381.30 -676.26 -7.47 -10.45 Walgreens Boots 22/04/13 1/07/13 70 4,948.00 4,395.83 -552.17 -11.16 7/04/14 11/08/14 126 6,709.77 6,335.49 -374.28 -5.58 20/07/15 10/08/15 21 11,891.49 11,707.09 -184.40 -1.55 -17.42
Annotations
26/02/24 Walmart stock split 1:3 (three for one) 26/06/18 DJIA Walgreens Boots replaces General Electric 24/12/15 Nike stock split 1:2 (two for one) 8/07/15 DJIA The Dow Jones seems to be some kind of analysis and rule resistant. The analysis for exchanging 19/03/15 Visa forward stock split 1:4 (four for one) 18/03/15 DJIA Apple replaces AT&T 23/09/13 DJIA Goldman Sachs, Nike and Visa replace Alcoa, Bank of America and Hewlett-Packard
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