Assessment - Dow Jones Industrial Avgerage in Renminbi yuán - 7/01/24 - RS = 9
⇐
⇓ instrument
freshest
⇓ Δday
7/01/24
Δwk
4/29/24
prc diff
⇓ Δ9
⇓ ∅-RS
DJIA
286,618.987
8/12/24
-0.36
285,253.510
0.48
277,493.027
7,760.483
2.80
8.25
L
3M
898.374
8/12/24
-0.65
732.697
22.61
666.224
66.472
9.98
3.12
S
UnitedHealth
4,116.748
8/12/24
1.17
3,602.309
14.28
3,535.197
67.112
1.90
-1.22
S
Johnson & Johnson
1,164.333
8/12/24
-0.46
1,066.455
9.18
1,061.361
5.094
0.48
-5.71
IBM
1,379.896
8/12/24
-1.03
1,275.173
8.21
1,210.351
64.822
5.36
10.94
S
McDonald´s
1,962.354
8/12/24
0.58
1,820.563
7.79
1,977.492
-156.930
-7.94
-9.47
L
Coca-Cola
496.451
8/12/24
-0.74
460.839
7.73
448.487
12.352
2.75
7.26
L
Goldman Sachs
3,535.674
8/12/24
-0.97
3,376.623
4.71
3,114.324
262.299
8.42
28.17
Travelers Companies
1,527.367
8/12/24
-1.29
1,478.137
3.33
1,539.054
-60.916
-3.96
8.65
L
Amgen
2,330.413
8/12/24
-0.77
2,264.943
2.89
1,997.950
266.993
13.36
14.88
Home Depot
2,518.376
8/12/24
-0.81
2,448.318
2.86
2,434.726
13.591
0.56
2.40
L
Procter & Gamble
1,214.801
8/12/24
-2.19
1,185.015
2.51
1,168.640
16.375
1.40
6.22
Caterpillar
2,447.152
8/12/24
-0.66
2,396.539
2.11
2,528.703
-132.165
-5.23
13.84
L
Walmart
500.311
8/12/24
1.10
491.426
1.81
435.475
55.951
12.85
21.97
American Express
1,726.326
8/12/24
-0.34
1,702.731
1.39
1,727.152
-24.421
-1.41
27.90
L
Apple
1,584.171
8/12/24
0.71
1,578.491
0.36
1,254.231
324.260
25.85
19.21
JP Morgan Chase
1,501.587
8/12/24
0.19
1,496.198
0.36
1,397.221
98.977
7.08
25.29
Dow
380.294
8/12/24
-0.84
383.280
-0.78
417.836
-34.556
-8.27
-1.97
Visa
1,892.660
8/12/24
0.05
1,917.056
-1.27
1,965.131
-48.074
-2.45
3.34
S
salesforce.com
1,830.176
8/12/24
-0.48
1,865.860
-1.91
1,993.324
-127.464
-6.39
5.85
Nike
543.569
8/12/24
0.40
559.518
-2.85
679.960
-120.442
-17.71
-23.51
Verizon
295.161
8/12/24
-0.54
303.973
-2.90
289.811
14.163
4.89
13.89
S
Cisco Systems
326.695
8/12/24
-1.34
346.066
-5.60
345.402
0.665
0.19
-5.16
L
Honeywell
1,433.131
8/12/24
-0.73
1,536.252
-6.71
1,400.763
135.489
9.67
8.26
Chevron
1,056.114
8/12/24
0.02
1,139.863
-7.35
1,202.399
-62.536
-5.20
1.51
⇓ instrument
freshest
⇓ Δday
7/01/24
Δwk
4/29/24
prc diff
⇓ Δ9
⇓ ∅-RS
Microsoft
2,962.611
8/12/24
0.19
3,326.155
-10.93
2,907.864
418.291
14.38
23.93
Merck (MSD)
826.423
8/12/24
-0.93
931.437
-11.27
940.637
-9.200
-0.98
12.56
S
Walgreens Boots
74.282
8/12/24
-4.49
84.332
-11.92
130.267
-45.935
-35.26
-46.21
Boeing
1,195.284
8/12/24
-2.25
1,359.651
-12.09
1,254.159
105.492
8.41
-7.20
Walt Disney
625.934
8/12/24
-0.30
713.980
-12.33
810.226
-96.246
-11.88
4.09
S
Intel
140.990
8/12/24
-1.78
224.594
-37.22
226.701
-2.108
-0.93
-17.33
DJIA - 30 out of 30 instruments rated - 7/01/24 / 4/29/24 - 17 did rise, Market-Ratio(9) in CNY = 56.67 %
Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage in Renminbi yuán * S9 - 56 ex 7 (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
1/23/06
21
- cash -
short
1/23/06
2/20/06
28
Intel
100
58
172.088
165.968
178.434
6.346
4
10,368
60
2/20/06
3/13/06
21
- cash -
3/13/06
3/20/06
7
Intel
100
65
158.841
157.586
160.106
1.265
1
10,450
51
3/20/06
4/17/06
28
- cash -
4/17/06
5/08/06
21
Intel
100
67
153.870
161.158
146.582
-7.288
-5
9,962
-57
5/08/06
5/15/06
7
- cash -
5/15/06
7/31/06
77
Intel
100
64
154.686
143.475
166.772
12.086
8
10,736
43
7/31/06
3/05/07
217
- cash -
3/05/07
4/16/07
42
Amgen
100
22
481.433
460.612
503.195
21.762
5
11,214
47
4/16/07
7/09/07
84
- cash -
7/09/07
7/16/07
7
Amgen
100
27
414.637
424.127
405.146
-9.490
-2
10,958
-70
7/16/07
7/30/07
14
- cash -
7/30/07
10/01/07
63
Amgen
100
25
424.790
423.425
426.159
1.369
0
10,992
2
10/01/07
11/19/07
49
- cash -
11/19/07
12/24/07
35
Home Depot
100
52
209.261
198.924
220.136
10.874
5
11,558
70
12/24/07
12/31/07
7
- cash -
12/31/07
3/24/08
84
Home Depot
100
58
196.766
206.361
187.171
-9.595
-5
11,001
-20
3/24/08
3/31/08
7
- cash -
3/31/08
4/07/08
7
UnitedHealth
100
45
240.940
257.340
224.540
-16.400
-7
10,263
-97
4/07/08
4/14/08
7
- cash -
4/14/08
4/21/08
7
UnitedHealth
100
40
254.253
264.438
244.067
-10.185
-4
9,856
-88
4/21/08
5/26/08
35
- cash -
5/26/08
6/02/08
7
UnitedHealth
100
40
243.098
235.979
250.433
7.334
3
10,149
371
6/02/08
6/09/08
7
- cash -
6/09/08
6/16/08
7
UnitedHealth
100
44
227.980
208.473
249.313
21.333
9
11,088
10,508
6/16/08
6/23/08
7
- cash -
6/23/08
9/01/08
70
UnitedHealth
100
61
181.568
200.130
163.006
-18.562
-10
9,956
-43
9/01/08
9/15/08
14
- cash -
9/15/08
10/06/08
21
Goldman Sachs
100
10
926.477
848.797
1,011.266
84.789
9
10,803
358
10/06/08
10/20/08
14
UnitedHealth
100
70
152.373
174.334
130.411
-21.961
-14
9,266
-98
10/20/08
12/29/08
70
salesforce.com
100
170
54.364
52.955
55.810
1.446
3
9,512
15
12/29/08
1/05/09
7
- cash -
1/05/09
3/23/09
77
American Express
100
69
136.118
99.393
186.412
50.294
37
12,982
344
3/23/09
3/30/09
7
- cash -
3/30/09
4/06/09
7
American Express
100
148
87.516
103.624
71.408
-16.108
-18
10,598
-100
4/06/09
7/06/09
91
- cash -
7/06/09
7/20/09
14
Caterpillar
100
48
216.578
250.362
182.794
-33.784
-16
8,977
-99
7/20/09
1/25/10
189
- cash -
1/25/10
3/22/10
56
Verizon
100
42
209.484
209.238
209.731
0.247
0
8,987
1
3/22/10
5/10/10
49
- cash -
5/10/10
7/26/10
77
Goldman Sachs
100
9
981.739
1,005.034
958.443
-23.296
-2
8,777
-11
7/26/10
8/16/10
21
- cash -
8/16/10
9/06/10
21
Walgreens Boots
100
45
191.584
193.823
189.345
-2.239
-1
8,677
-18
9/06/10
3/21/11
196
- cash -
3/21/11
4/04/11
14
Cisco Systems
100
75
114.220
111.729
116.766
2.546
2
8,868
78
4/04/11
4/11/11
7
- cash -
4/11/11
4/25/11
14
Cisco Systems
100
77
114.194
111.045
117.431
3.237
3
9,117
107
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
4/25/11
6/06/11
42
- cash -
6/06/11
9/19/11
105
Cisco Systems
100
87
103.604
105.143
102.065
-1.539
-1
8,983
-5
9/19/11
10/10/11
21
Goldman Sachs
100
13
667.475
612.090
727.871
60.396
9
9,768
351
10/10/11
10/17/11
7
- cash -
10/17/11
10/24/11
7
Goldman Sachs
100
15
618.889
663.693
574.086
-44.804
-7
9,096
-98
10/24/11
11/21/11
28
- cash -
11/21/11
11/28/11
7
Goldman Sachs
100
15
580.434
577.445
583.439
3.004
1
9,141
31
11/28/11
4/09/12
133
- cash -
4/09/12
4/23/12
14
Walgreens Boots
100
44
205.447
223.451
187.442
-18.005
-9
8,349
-91
4/23/12
5/14/12
21
- cash -
5/14/12
7/23/12
70
Goldman Sachs
100
13
629.822
587.451
675.250
45.428
7
8,939
44
7/23/12
10/29/12
98
- cash -
10/29/12
1/07/13
70
Intel
100
65
135.931
133.880
138.013
2.082
2
9,075
8
1/07/13
6/24/13
168
- cash -
6/24/13
7/15/13
21
Apple
100
101
88.977
94.322
83.632
-5.345
-6
8,535
-66
7/15/13
8/19/13
35
- cash -
8/19/13
8/26/13
7
IBM
100
7
1,128.756
1,130.755
1,126.757
-1.999
0
8,521
-9
8/26/13
9/02/13
7
- cash -
9/02/13
10/21/13
49
IBM
100
7
1,126.018
1,053.295
1,203.762
77.744
7
9,065
64
10/21/13
1/27/14
98
- cash -
1/27/14
2/17/14
21
IBM
100
8
1,075.989
1,112.969
1,039.008
-36.981
-3
8,769
-46
2/17/14
2/24/14
7
- cash -
2/24/14
3/31/14
35
Verizon
100
31
281.921
295.757
268.084
-13.837
-5
8,340
-41
3/31/14
8/04/14
126
- cash -
8/04/14
8/18/14
14
Boeing
100
11
740.961
768.465
713.456
-27.505
-4
8,038
-63
8/18/14
9/08/14
21
- cash -
9/08/14
9/22/14
14
McDonald´s
100
14
568.055
577.208
558.902
-9.153
-2
7,910
-35
9/22/14
10/13/14
21
- cash -
10/13/14
11/03/14
21
Chevron
100
11
686.230
714.191
658.269
-27.961
-4
7,602
-51
11/03/14
1/05/15
63
- cash -
1/05/15
1/12/15
7
Caterpillar
100
14
541.334
539.172
543.504
2.170
0
7,633
23
1/12/15
1/19/15
7
- cash -
1/19/15
2/16/15
28
Caterpillar
100
14
521.444
532.151
510.737
-10.707
-2
7,483
-24
2/16/15
2/23/15
7
- cash -
2/23/15
3/02/15
7
Caterpillar
100
14
522.391
520.657
524.130
1.739
0
7,507
19
3/02/15
4/20/15
49
- cash -
4/20/15
5/18/15
28
American Express
100
15
478.692
497.517
459.866
-18.826
-4
7,225
-41
5/18/15
6/01/15
14
- cash -
6/01/15
6/22/15
21
Chevron
100
11
636.758
622.739
651.093
14.335
2
7,382
47
6/22/15
6/29/15
7
- cash -
6/29/15
8/10/15
42
Chevron
100
12
600.820
533.430
676.724
75.904
13
8,293
181
8/10/15
8/24/15
14
- cash -
8/24/15
10/26/15
63
Chevron
100
17
461.854
564.287
359.420
-102.434
-22
6,552
-77
10/26/15
12/21/15
56
- cash -
12/21/15
2/08/16
49
Caterpillar
100
15
422.799
424.489
421.108
-1.691
0
6,526
-3
2/08/16
3/14/16
35
American Express
100
18
344.429
387.371
301.487
-42.942
-12
5,753
-75
3/14/16
5/23/16
70
- cash -
5/23/16
5/30/16
7
Apple
100
36
158.056
165.251
150.860
-7.196
-5
5,494
-91
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
5/30/16
6/20/16
21
- cash -
6/20/16
7/04/16
14
Goldman Sachs
100
5
971.938
986.534
957.341
-14.597
-2
5,421
-33
7/04/16
9/12/16
70
- cash -
9/12/16
11/28/16
77
Walt Disney
100
8
625.542
672.865
578.218
-47.324
-8
5,043
-31
11/28/16
12/12/16
14
Nike
100
14
353.421
355.793
351.050
-2.372
-1
5,010
-16
12/12/16
4/24/17
133
- cash -
4/24/17
5/08/17
14
Verizon
100
15
323.847
321.843
325.863
2.016
1
5,040
18
5/08/17
5/15/17
7
- cash -
5/15/17
5/29/17
14
Verizon
100
16
312.648
311.163
314.140
1.492
0
5,064
13
5/29/17
2/05/18
252
- cash -
2/05/18
2/26/18
21
Walgreens Boots
100
11
442.645
445.738
439.551
-3.094
-1
5,030
-11
2/26/18
3/05/18
7
- cash -
3/05/18
4/23/18
49
Merck (MSD)
100
14
345.514
380.631
310.397
-35.117
-10
4,538
-55
4/23/18
5/21/18
28
Procter & Gamble
100
9
461.179
472.756
449.603
-11.577
-3
4,434
-28
5/21/18
6/25/18
35
- cash -
6/25/18
7/02/18
7
3M
100
3
1,279.242
1,302.750
1,255.734
-23.508
-2
4,363
-62
7/02/18
10/15/18
105
- cash -
10/15/18
2/11/19
119
Goldman Sachs
100
2
1,487.624
1,342.987
1,647.837
160.213
11
4,684
37
2/11/19
5/13/19
91
- cash -
5/13/19
5/20/19
7
Walgreens Boots
100
13
358.221
360.969
355.472
-2.748
-1
4,648
-33
5/20/19
5/27/19
7
- cash -
5/27/19
6/24/19
28
Walgreens Boots
100
13
357.063
357.040
357.087
0.024
0
4,648
0
6/24/19
8/12/19
49
- cash -
8/12/19
9/09/19
28
Walgreens Boots
100
12
365.420
395.719
335.121
-30.299
-8
4,285
-68
9/09/19
9/16/19
7
- cash -
9/16/19
10/07/19
21
Walgreens Boots
100
10
390.888
377.020
405.266
14.378
4
4,429
87
10/07/19
10/21/19
14
- cash -
10/21/19
10/28/19
7
Walgreens Boots
100
11
386.057
394.243
377.871
-8.186
-2
4,338
-67
10/28/19
2/24/20
119
- cash -
2/24/20
3/09/20
14
3M
100
4
1,071.886
1,000.503
1,148.362
76.476
7
4,644
503
3/09/20
5/11/20
63
Boeing
100
2
1,577.705
914.716
2,721.229
1,143.524
72
6,931
2,253
5/11/20
8/10/20
91
- cash -
8/10/20
8/17/20
7
Boeing
100
5
1,248.254
1,191.914
1,307.257
59.003
5
7,226
1,011
8/17/20
9/21/20
35
- cash -
9/21/20
9/28/20
7
Boeing
100
6
1,063.390
1,130.587
996.194
-67.197
-6
6,823
-97
9/28/20
10/26/20
28
- cash -
10/26/20
11/09/20
14
Chevron
100
14
475.963
525.904
426.022
-49.941
-10
6,124
-94
11/09/20
2/01/21
84
- cash -
2/01/21
2/08/21
7
Verizon
100
17
350.883
354.768
346.997
-3.885
-1
6,058
-44
2/08/21
6/21/21
133
- cash -
6/21/21
7/05/21
14
Merck (MSD)
100
12
496.109
507.609
484.608
-11.501
-2
5,920
-46
7/05/21
7/12/21
7
- cash -
7/12/21
7/26/21
14
Verizon
100
16
363.401
361.434
365.379
1.978
1
5,952
15
7/26/21
8/09/21
14
- cash -
8/09/21
8/16/21
7
Amgen
100
4
1,477.467
1,496.212
1,458.721
-18.746
-1
5,877
-49
8/16/21
9/13/21
28
- cash -
9/13/21
11/15/21
63
Amgen
100
4
1,397.628
1,322.613
1,476.897
79.269
6
6,194
38
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
11/15/21
11/29/21
14
- cash -
11/29/21
12/06/21
7
Walt Disney
100
6
943.798
958.310
929.287
-14.511
-2
6,107
-55
12/06/21
12/13/21
7
- cash -
12/13/21
12/27/21
14
Walt Disney
100
6
957.184
973.034
941.333
-15.851
-2
6,012
-35
12/27/21
1/03/22
7
- cash -
1/03/22
1/17/22
14
Walt Disney
100
6
995.931
964.095
1,028.820
32.888
3
6,209
133
1/17/22
1/24/22
7
- cash -
1/24/22
1/31/22
7
Walt Disney
100
7
869.834
909.078
830.589
-39.245
-5
5,934
-91
1/31/22
2/14/22
14
- cash -
2/14/22
4/04/22
49
salesforce.com
100
4
1,311.575
1,391.837
1,231.314
-80.262
-6
5,613
-38
4/04/22
5/09/22
35
3M
100
5
950.977
1,025.005
876.950
-74.027
-8
5,243
-57
5/09/22
7/25/22
77
Boeing
100
5
896.728
1,056.917
736.539
-160.189
-18
4,442
-61
7/25/22
8/15/22
21
Walt Disney
100
6
692.893
841.036
544.750
-148.143
-21
3,553
-98
8/15/22
8/29/22
14
- cash -
8/29/22
9/12/22
14
Intel
100
15
227.601
218.367
237.224
9.624
4
3,698
194
9/12/22
9/19/22
7
- cash -
9/19/22
11/07/22
49
Intel
100
17
206.115
204.676
207.565
1.450
1
3,722
5
11/07/22
1/23/23
77
- cash -
1/23/23
2/20/23
28
Intel
100
18
205.232
189.119
222.719
17.486
9
4,037
190
2/20/23
2/27/23
7
- cash -
2/27/23
4/03/23
35
Intel
100
23
172.788
225.944
119.631
-53.156
-31
2,814
-98
4/03/23
5/01/23
28
3M
100
3
718.362
731.224
705.500
-12.862
-2
2,776
-21
5/01/23
5/08/23
7
- cash -
5/08/23
5/15/23
7
3M
100
3
707.428
698.214
716.763
9.335
1
2,804
98
5/15/23
5/29/23
14
- cash -
5/29/23
7/17/23
49
3M
100
4
685.359
729.061
641.658
-43.702
-6
2,629
-39
7/17/23
8/21/23
35
- cash -
8/21/23
8/28/23
7
Walgreens Boots
100
13
192.362
183.418
201.742
9.380
5
2,751
1,097
8/28/23
9/04/23
7
- cash -
9/04/23
9/11/23
7
Walgreens Boots
100
16
170.406
156.107
186.015
15.609
9
3,001
9,555
9/11/23
9/18/23
7
- cash -
9/18/23
11/27/23
70
Walgreens Boots
100
18
161.628
143.796
181.671
20.043
12
3,361
84
11/27/23
4/15/24
140
- cash -
4/15/24
5/20/24
35
Walgreens Boots
100
26
127.699
128.816
126.581
-1.118
-1
3,332
-9
5/20/24
5/27/24
7
- cash -
5/27/24
8/12/24
77
Walgreens Boots
100
28
116.015
74.282
181.194
65.179
56
5,157
728
accum 1/23/06
8/12/24 3375
days out of 7274 invested (46%)
-48
5,157
-7
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Walgreens Boots short 8/16/10 9/06/10 21 191.58 193.82 189.34 -2.24 -1.17
4/09/12 4/23/12 14 205.45 223.45 187.44 -18.00 -8.76
2/05/18 2/26/18 21 442.64 445.74 439.55 -3.09 -0.70
5/13/19 5/20/19 7 358.22 360.97 355.47 -2.75 -0.77
5/27/19 6/24/19 28 357.06 357.04 357.09 0.02 0.01
8/12/19 9/09/19 28 365.42 395.72 335.12 -30.30 -8.29
9/16/19 10/07/19 21 390.89 377.02 405.27 14.38 3.68
10/21/19 10/28/19 7 386.06 394.24 377.87 -8.19 -2.12
8/21/23 8/28/23 7 192.36 183.42 201.74 9.38 4.88
9/04/23 9/11/23 7 170.41 156.11 186.02 15.61 9.16
9/18/23 11/27/23 70 161.63 143.80 181.67 20.04 12.40
4/15/24 5/20/24 35 127.70 128.82 126.58 -1.12 -0.88
5/27/24 8/12/24 77 116.01 74.28 181.19 65.18 56.18 64.74
Boeing 8/04/14 8/18/14 14 740.96 768.47 713.46 -27.50 -3.71
3/09/20 5/11/20 63 1,577.70 914.72 2,721.23 1,143.52 72.48
8/10/20 8/17/20 7 1,248.25 1,191.91 1,307.26 59.00 4.73
9/21/20 9/28/20 7 1,063.39 1,130.59 996.19 -67.20 -6.32
5/09/22 7/25/22 77 896.73 1,056.92 736.54 -160.19 -17.86 33.83
Goldman Sachs 9/15/08 10/06/08 21 926.48 848.80 1,011.27 84.79 9.15
5/10/10 7/26/10 77 981.74 1,005.03 958.44 -23.30 -2.37
9/19/11 10/10/11 21 667.47 612.09 727.87 60.40 9.05
10/17/11 10/24/11 7 618.89 663.69 574.09 -44.80 -7.24
11/21/11 11/28/11 7 580.43 577.45 583.44 3.00 0.52
5/14/12 7/23/12 70 629.82 587.45 675.25 45.43 7.21
6/20/16 7/04/16 14 971.94 986.53 957.34 -14.60 -1.50
10/15/18 2/11/19 119 1,487.62 1,342.99 1,647.84 160.21 10.77 26.74
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Amgen 3/05/07 4/16/07 42 481.43 460.61 503.20 21.76 4.52
7/09/07 7/16/07 7 414.64 424.13 405.15 -9.49 -2.29
7/30/07 10/01/07 63 424.79 423.42 426.16 1.37 0.32
8/09/21 8/16/21 7 1,477.47 1,496.21 1,458.72 -18.75 -1.27
9/13/21 11/15/21 63 1,397.63 1,322.61 1,476.90 79.27 5.67 6.89
Cisco Systems 3/21/11 4/04/11 14 114.22 111.73 116.77 2.55 2.23
4/11/11 4/25/11 14 114.19 111.05 117.43 3.24 2.83
6/06/11 9/19/11 105 103.60 105.14 102.07 -1.54 -1.49 3.57
IBM 8/19/13 8/26/13 7 1,128.76 1,130.76 1,126.76 -2.00 -0.18
9/02/13 10/21/13 49 1,126.02 1,053.29 1,203.76 77.74 6.90
1/27/14 2/17/14 21 1,075.99 1,112.97 1,039.01 -36.98 -3.44 3.05
Home Depot 11/19/07 12/24/07 35 209.26 198.92 220.14 10.87 5.20
12/31/07 3/24/08 84 196.77 206.36 187.17 -9.60 -4.88 0.07
Nike 11/28/16 12/12/16 14 353.42 355.79 351.05 -2.37 -0.67 -0.67
McDonald´s 9/08/14 9/22/14 14 568.06 577.21 558.90 -9.15 -1.61 -1.61
Procter & Gamble 4/23/18 5/21/18 28 461.18 472.76 449.60 -11.58 -2.51 -2.51
salesforce.com 10/20/08 12/29/08 70 54.36 52.96 55.81 1.45 2.66
2/14/22 4/04/22 49 1,311.58 1,391.84 1,231.31 -80.26 -6.12 -3.62
Verizon 1/25/10 3/22/10 56 209.48 209.24 209.73 0.25 0.12
2/24/14 3/31/14 35 281.92 295.76 268.08 -13.84 -4.91
4/24/17 5/08/17 14 323.85 321.84 325.86 2.02 0.62
5/15/17 5/29/17 14 312.65 311.16 314.14 1.49 0.48
2/01/21 2/08/21 7 350.88 354.77 347.00 -3.89 -1.11
7/12/21 7/26/21 14 363.40 361.43 365.38 1.98 0.54 -4.29
American Express 1/05/09 3/23/09 77 136.12 99.39 186.41 50.29 36.95
3/30/09 4/06/09 7 87.52 103.62 71.41 -16.11 -18.41
4/20/15 5/18/15 28 478.69 497.52 459.87 -18.83 -3.93
2/08/16 3/14/16 35 344.43 387.37 301.49 -42.94 -12.47 -6.04
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
3M 6/25/18 7/02/18 7 1,279.24 1,302.75 1,255.73 -23.51 -1.84
2/24/20 3/09/20 14 1,071.89 1,000.50 1,148.36 76.48 7.13
4/04/22 5/09/22 35 950.98 1,025.00 876.95 -74.03 -7.78
4/03/23 5/01/23 28 718.36 731.22 705.50 -12.86 -1.79
5/08/23 5/15/23 7 707.43 698.21 716.76 9.34 1.32
5/29/23 7/17/23 49 685.36 729.06 641.66 -43.70 -6.38 -9.65
Apple 6/24/13 7/15/13 21 88.98 94.32 83.63 -5.34 -6.01
5/23/16 5/30/16 7 158.06 165.25 150.86 -7.20 -4.55 -10.29
Merck (MSD) 3/05/18 4/23/18 49 345.51 380.63 310.40 -35.12 -10.16
6/21/21 7/05/21 14 496.11 507.61 484.61 -11.50 -2.32 -12.25
Intel 1/23/06 2/20/06 28 172.09 165.97 178.43 6.35 3.69
3/13/06 3/20/06 7 158.84 157.59 160.11 1.26 0.80
4/17/06 5/08/06 21 153.87 161.16 146.58 -7.29 -4.74
5/15/06 7/31/06 77 154.69 143.48 166.77 12.09 7.81
10/29/12 1/07/13 70 135.93 133.88 138.01 2.08 1.53
8/29/22 9/12/22 14 227.60 218.37 237.22 9.62 4.23
9/19/22 11/07/22 49 206.12 204.68 207.57 1.45 0.70
1/23/23 2/20/23 28 205.23 189.12 222.72 17.49 8.52
2/27/23 4/03/23 35 172.79 225.94 119.63 -53.16 -30.76 -14.05
Caterpillar 7/06/09 7/20/09 14 216.58 250.36 182.79 -33.78 -15.60
1/05/15 1/12/15 7 541.33 539.17 543.50 2.17 0.40
1/19/15 2/16/15 28 521.44 532.15 510.74 -10.71 -2.05
2/23/15 3/02/15 7 522.39 520.66 524.13 1.74 0.33
12/21/15 2/08/16 49 422.80 424.49 421.11 -1.69 -0.40 -17.06
UnitedHealth 3/31/08 4/07/08 7 240.94 257.34 224.54 -16.40 -6.81
4/14/08 4/21/08 7 254.25 264.44 244.07 -10.19 -4.01
5/26/08 6/02/08 7 243.10 235.98 250.43 7.33 3.02
6/09/08 6/16/08 7 227.98 208.47 249.31 21.33 9.36
6/23/08 9/01/08 70 181.57 200.13 163.01 -18.56 -10.22
10/06/08 10/20/08 14 152.37 174.33 130.41 -21.96 -14.41 -22.56
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Chevron 10/13/14 11/03/14 21 686.23 714.19 658.27 -27.96 -4.07
6/01/15 6/22/15 21 636.76 622.74 651.09 14.33 2.25
6/29/15 8/10/15 42 600.82 533.43 676.72 75.90 12.63
8/24/15 10/26/15 63 461.85 564.29 359.42 -102.43 -22.18
10/26/20 11/09/20 14 475.96 525.90 426.02 -49.94 -10.49 -23.05
Walt Disney 9/12/16 11/28/16 77 625.54 672.87 578.22 -47.32 -7.57
11/29/21 12/06/21 7 943.80 958.31 929.29 -14.51 -1.54
12/13/21 12/27/21 14 957.18 973.03 941.33 -15.85 -1.66
1/03/22 1/17/22 14 995.93 964.09 1,028.82 32.89 3.30
1/24/22 1/31/22 7 869.83 909.08 830.59 -39.24 -4.51
7/25/22 8/15/22 21 692.89 841.04 544.75 -148.14 -21.38 -30.59
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