Assessment - Dow Jones Industrial Avgerage in Swiss Franc - 7/01/24 - RS = 9
⇐
⇓ instrument
freshest
Δday
7/01/24
⇓ Δwk
4/29/24
prc diff
⇓ Δ9
⇓ ∅-RS
DJIA
35,564.107
8/12/24
-0.36
35,394.676
0.48
34,936.182
458.494
1.31
9.37
S
UnitedHealth
510.812
8/12/24
1.17
446.980
14.28
445.079
1.901
0.43
-0.23
L
Walmart
62.079
8/12/24
1.10
60.977
1.81
54.826
6.151
11.22
23.30
L
Apple
196.566
8/12/24
0.71
195.861
0.36
157.907
37.955
24.04
20.39
S
McDonald´s
243.492
8/12/24
0.58
225.898
7.79
248.965
-23.067
-9.27
-8.59
Nike
67.447
8/12/24
0.40
69.426
-2.85
85.606
-16.181
-18.90
-22.79
JP Morgan Chase
186.319
8/12/24
0.19
185.650
0.36
175.909
9.741
5.54
26.65
Microsoft
367.605
8/12/24
0.19
412.714
-10.93
366.098
46.616
12.73
25.25
Visa
234.844
8/12/24
0.05
237.871
-1.27
247.409
-9.537
-3.85
4.41
Chevron
131.044
8/12/24
0.02
141.436
-7.35
151.381
-9.945
-6.57
2.58
Walt Disney
77.667
8/12/24
-0.30
88.592
-12.33
102.007
-13.415
-13.15
5.24
American Express
214.205
8/12/24
-0.34
211.277
1.39
217.447
-6.170
-2.84
29.31
S
Johnson & Johnson
144.472
8/12/24
-0.46
132.327
9.18
133.625
-1.297
-0.97
-4.79
S
salesforce.com
227.091
8/12/24
-0.48
231.519
-1.91
250.958
-19.439
-7.75
6.95
Verizon
36.624
8/12/24
-0.54
37.717
-2.90
36.487
1.231
3.37
15.08
L
3M
111.472
8/12/24
-0.65
90.914
22.61
83.877
7.037
8.39
4.12
Caterpillar
303.646
8/12/24
-0.66
297.366
2.11
318.362
-20.996
-6.59
15.10
L
Honeywell
177.825
8/12/24
-0.73
190.620
-6.71
176.355
14.265
8.09
9.36
L
Coca-Cola
61.600
8/12/24
-0.74
57.182
7.73
56.464
0.717
1.27
8.35
L
Amgen
289.161
8/12/24
-0.77
281.037
2.89
251.541
29.497
11.73
16.06
Home Depot
312.484
8/12/24
-0.81
303.791
2.86
306.530
-2.740
-0.89
3.43
Dow
47.187
8/12/24
-0.84
47.558
-0.78
52.605
-5.047
-9.59
-0.95
Merck (MSD)
102.544
8/12/24
-0.93
115.574
-11.27
118.426
-2.851
-2.41
13.76
L
Goldman Sachs
438.712
8/12/24
-0.97
418.976
4.71
392.091
26.885
6.86
29.55
IBM
171.220
8/12/24
-1.03
158.225
8.21
152.382
5.843
3.83
12.11
⇓ instrument
freshest
Δday
7/01/24
⇓ Δwk
4/29/24
prc diff
⇓ Δ9
⇓ ∅-RS
Travelers Companies
189.518
8/12/24
-1.29
183.409
3.33
193.766
-10.356
-5.34
9.82
S
Cisco Systems
40.537
8/12/24
-1.34
42.940
-5.60
43.486
-0.545
-1.25
-4.22
S
Intel
17.494
8/12/24
-1.78
27.868
-37.22
28.542
-0.674
-2.36
-16.59
L
Procter & Gamble
150.734
8/12/24
-2.19
147.038
2.51
147.131
-0.093
-0.06
7.34
Boeing
148.313
8/12/24
-2.25
168.707
-12.09
157.898
10.810
6.85
-6.38
S
Walgreens Boots
9.217
8/12/24
-4.49
10.464
-11.92
16.400
-5.936
-36.20
-45.76
DJIA - 30 out of 30 instruments rated - 7/01/24 / 4/29/24 - 13 did rise, Market-Ratio(9) in CHF = 43.33 %
Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage in Swiss Franc * 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
366
27.253
27.029
27.479
0.226
1
10,083
11
2/20/06
3/13/06
21
- cash -
3/13/06
3/20/06
7
Intel
100
387
26.002
25.321
26.701
0.699
3
10,353
299
3/20/06
4/17/06
28
- cash -
4/17/06
5/08/06
21
Intel
100
415
24.911
24.663
25.162
0.251
1
10,457
19
5/08/06
5/15/06
7
- cash -
5/15/06
7/31/06
77
Intel
100
451
23.139
22.189
24.129
0.991
4
10,904
22
7/31/06
3/05/07
217
- cash -
3/05/07
4/16/07
42
Amgen
100
144
75.660
72.464
78.997
3.337
4
11,385
46
4/16/07
7/09/07
84
- cash -
7/09/07
7/16/07
7
Amgen
100
171
66.434
67.379
65.490
-0.945
-1
11,223
-53
7/16/07
7/30/07
14
- cash -
7/30/07
10/01/07
63
Amgen
100
165
67.894
65.646
70.218
2.324
3
11,607
22
10/01/07
11/19/07
49
- cash -
11/19/07
12/24/07
35
Home Depot
100
368
31.506
31.194
31.822
0.315
1
11,723
11
12/24/07
12/31/07
7
- cash -
12/31/07
3/24/08
84
Home Depot
100
386
30.340
29.525
31.176
0.837
3
12,046
13
3/24/08
3/31/08
7
- cash -
3/31/08
4/07/08
7
UnitedHealth
100
352
34.188
36.884
31.492
-2.696
-8
11,096
-99
4/07/08
4/14/08
7
- cash -
4/14/08
4/21/08
7
UnitedHealth
100
305
36.343
38.501
34.185
-2.158
-6
10,438
-96
4/21/08
5/26/08
35
- cash -
5/26/08
6/02/08
7
UnitedHealth
100
290
35.909
35.424
36.401
0.492
1
10,581
103
6/02/08
6/09/08
7
- cash -
6/09/08
6/16/08
7
UnitedHealth
100
315
33.548
31.604
35.611
2.064
6
11,231
2,148
6/16/08
6/23/08
7
- cash -
6/23/08
9/01/08
70
UnitedHealth
100
410
27.330
32.247
22.413
-4.917
-18
9,215
-64
9/01/08
9/15/08
14
- cash -
9/15/08
10/06/08
21
Goldman Sachs
100
60
153.077
140.060
167.304
14.227
9
10,069
369
10/06/08
10/20/08
14
UnitedHealth
100
400
25.143
29.006
21.280
-3.863
-15
8,524
-99
10/20/08
12/29/08
70
salesforce.com
100
942
9.045
8.280
9.881
0.836
9
9,311
59
12/29/08
1/05/09
7
- cash -
1/05/09
3/23/09
77
American Express
100
432
21.551
16.416
28.293
6.742
31
12,223
263
3/23/09
3/30/09
7
- cash -
3/30/09
4/06/09
7
American Express
100
833
14.660
17.145
12.175
-2.485
-17
10,153
-100
4/06/09
7/06/09
91
- cash -
7/06/09
7/20/09
14
Caterpillar
100
294
34.448
39.465
29.432
-5.016
-15
8,678
-98
7/20/09
1/25/10
189
- cash -
1/25/10
3/22/10
56
Verizon
100
271
31.940
32.537
31.344
-0.597
-2
8,516
-12
3/22/10
5/10/10
49
- cash -
5/10/10
7/26/10
77
Goldman Sachs
100
53
159.129
156.306
162.004
2.875
2
8,669
9
7/26/10
8/16/10
21
- cash -
8/16/10
9/06/10
21
Walgreens Boots
100
292
29.629
28.963
30.310
0.681
2
8,868
48
9/06/10
3/21/11
196
- cash -
3/21/11
4/04/11
14
Cisco Systems
100
566
15.661
15.762
15.560
-0.101
-1
8,810
-16
4/04/11
4/11/11
7
- cash -
4/11/11
4/25/11
14
Cisco Systems
100
555
15.848
15.155
16.571
0.724
5
9,212
220
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
690
13.335
14.465
12.204
-1.130
-8
8,432
-27
9/19/11
10/10/11
21
Goldman Sachs
100
91
91.829
89.175
94.563
2.734
3
8,681
67
10/10/11
10/17/11
7
- cash -
10/17/11
10/24/11
7
Goldman Sachs
100
100
86.414
91.784
81.044
-5.370
-6
8,144
-96
10/24/11
11/21/11
28
- cash -
11/21/11
11/28/11
7
Goldman Sachs
100
97
83.692
84.129
83.255
-0.437
-1
8,101
-24
11/28/11
4/09/12
133
- cash -
4/09/12
4/23/12
14
Walgreens Boots
100
271
29.857
32.200
27.515
-2.343
-8
7,467
-88
4/23/12
5/14/12
21
- cash -
5/14/12
7/23/12
70
Goldman Sachs
100
80
92.773
92.056
93.495
0.722
1
7,524
4
7/23/12
10/29/12
98
- cash -
10/29/12
1/07/13
70
Intel
100
372
20.221
19.649
20.809
0.589
3
7,743
16
1/07/13
6/24/13
168
- cash -
6/24/13
7/15/13
21
Apple
100
576
13.434
14.449
12.419
-1.015
-8
7,159
-74
7/15/13
8/19/13
35
- cash -
8/19/13
8/26/13
7
IBM
100
42
170.235
170.439
170.031
-0.204
0
7,150
-6
8/26/13
9/02/13
7
- cash -
9/02/13
10/21/13
49
IBM
100
41
171.527
155.904
188.715
17.189
10
7,855
104
10/21/13
1/27/14
98
- cash -
1/27/14
2/17/14
21
IBM
100
49
159.500
162.572
156.427
-3.073
-2
7,704
-29
2/17/14
2/24/14
7
- cash -
2/24/14
3/31/14
35
Verizon
100
187
41.087
42.068
40.106
-0.981
-2
7,521
-22
3/31/14
8/04/14
126
- cash -
8/04/14
8/18/14
14
Boeing
100
69
108.735
113.316
104.153
-4.581
-4
7,205
-67
8/18/14
9/08/14
21
- cash -
9/08/14
9/22/14
14
McDonald´s
100
83
86.539
88.293
84.785
-1.754
-2
7,059
-41
9/22/14
10/13/14
21
- cash -
10/13/14
11/03/14
21
Chevron
100
66
106.271
112.741
99.801
-6.470
-6
6,632
-66
11/03/14
1/05/15
63
- cash -
1/05/15
1/12/15
7
Caterpillar
100
75
87.643
88.197
87.088
-0.555
-1
6,591
-28
1/12/15
1/19/15
7
- cash -
1/19/15
2/16/15
28
Caterpillar
100
89
73.757
79.317
68.197
-5.560
-8
6,096
-64
2/16/15
2/23/15
7
- cash -
2/23/15
3/02/15
7
Caterpillar
100
76
79.300
79.527
79.073
-0.227
0
6,079
-14
3/02/15
4/20/15
49
- cash -
4/20/15
5/18/15
28
American Express
100
82
73.830
74.274
73.386
-0.444
-1
6,042
-8
5/18/15
6/01/15
14
- cash -
6/01/15
6/22/15
21
Chevron
100
62
97.070
92.426
101.947
4.877
5
6,345
134
6/22/15
6/29/15
7
- cash -
6/29/15
8/10/15
42
Chevron
100
70
89.430
84.487
94.661
5.232
6
6,711
64
8/10/15
8/24/15
14
- cash -
8/24/15
10/26/15
63
Chevron
100
99
67.138
87.260
47.016
-20.122
-30
4,719
-87
10/26/15
12/21/15
56
- cash -
12/21/15
2/08/16
49
Caterpillar
100
72
64.750
63.738
65.778
1.028
2
4,793
12
2/08/16
3/14/16
35
American Express
100
92
51.717
58.803
44.630
-7.086
-14
4,141
-78
3/14/16
5/23/16
70
- cash -
5/23/16
5/30/16
7
Apple
100
173
23.854
24.894
22.814
-1.040
-4
3,961
-90
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
27
142.018
143.930
140.105
-1.912
-1
3,909
-30
7/04/16
9/12/16
70
- cash -
9/12/16
11/28/16
77
Walt Disney
100
42
90.990
98.457
83.524
-7.466
-8
3,596
-33
11/28/16
12/12/16
14
Nike
100
69
51.714
52.238
51.191
-0.524
-1
3,560
-23
12/12/16
4/24/17
133
- cash -
4/24/17
5/08/17
14
Verizon
100
75
46.842
46.545
47.142
0.299
1
3,582
18
5/08/17
5/15/17
7
- cash -
5/15/17
5/29/17
14
Verizon
100
79
45.206
44.220
46.215
1.008
2
3,662
78
5/29/17
2/05/18
252
- cash -
2/05/18
2/26/18
21
Walgreens Boots
100
55
65.957
66.219
65.695
-0.262
0
3,647
-7
2/26/18
3/05/18
7
- cash -
3/05/18
4/23/18
49
Merck (MSD)
100
71
51.141
58.950
43.332
-7.809
-15
3,093
-71
4/23/18
5/21/18
28
Procter & Gamble
100
43
71.425
73.847
69.002
-2.423
-3
2,989
-36
5/21/18
6/25/18
35
- cash -
6/25/18
7/02/18
7
3M
100
15
193.015
194.130
191.901
-1.114
-1
2,972
-26
7/02/18
10/15/18
105
- cash -
10/15/18
2/11/19
119
Goldman Sachs
100
13
212.314
199.401
226.063
13.749
6
3,151
21
2/11/19
5/13/19
91
- cash -
5/13/19
5/20/19
7
Walgreens Boots
100
60
52.408
52.672
52.143
-0.265
-1
3,135
-23
5/20/19
5/27/19
7
- cash -
5/27/19
6/24/19
28
Walgreens Boots
100
60
51.943
50.522
53.405
1.461
3
3,222
44
6/24/19
8/12/19
49
- cash -
8/12/19
9/09/19
28
Walgreens Boots
100
63
50.504
55.101
45.907
-4.597
-9
2,933
-71
9/09/19
9/16/19
7
- cash -
9/16/19
10/07/19
21
Walgreens Boots
100
53
54.935
52.435
57.553
2.619
5
3,072
125
10/07/19
10/21/19
14
- cash -
10/21/19
10/28/19
7
Walgreens Boots
100
57
53.834
55.540
52.128
-1.706
-3
2,974
-81
10/28/19
2/24/20
119
- cash -
2/24/20
3/09/20
14
3M
100
19
149.280
133.289
167.189
17.909
12
3,315
1,818
3/09/20
5/11/20
63
Boeing
100
15
210.186
125.383
352.345
142.159
68
5,447
1,895
5/11/20
8/10/20
91
- cash -
8/10/20
8/17/20
7
Boeing
100
33
164.050
155.779
172.760
8.710
5
5,734
1,384
8/17/20
9/21/20
35
- cash -
9/21/20
9/28/20
7
Boeing
100
40
143.181
153.486
132.875
-10.306
-7
5,322
-98
9/28/20
10/26/20
28
- cash -
10/26/20
11/09/20
14
Chevron
100
82
64.352
72.381
56.322
-8.030
-12
4,664
-97
11/09/20
2/01/21
84
- cash -
2/01/21
2/08/21
7
Verizon
100
95
48.645
49.452
47.838
-0.807
-2
4,587
-58
2/08/21
6/21/21
133
- cash -
6/21/21
7/05/21
14
Merck (MSD)
100
65
70.433
72.425
68.440
-1.993
-3
4,458
-53
7/05/21
7/12/21
7
- cash -
7/12/21
7/26/21
14
Verizon
100
86
51.386
51.035
51.740
0.353
1
4,488
20
7/26/21
8/09/21
14
- cash -
8/09/21
8/16/21
7
Amgen
100
21
209.647
213.196
206.097
-3.550
-2
4,413
-59
8/16/21
9/13/21
28
- cash -
9/13/21
11/15/21
63
Amgen
100
22
199.708
191.337
208.446
8.737
4
4,606
28
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
33
136.582
139.164
134.000
-2.582
-2
4,520
-63
12/06/21
12/13/21
7
- cash -
12/13/21
12/27/21
14
Walt Disney
100
32
138.576
140.134
137.018
-1.558
-1
4,471
-26
12/27/21
1/03/22
7
- cash -
1/03/22
1/17/22
14
Walt Disney
100
31
143.940
138.828
149.239
5.300
4
4,635
157
1/17/22
1/24/22
7
- cash -
1/24/22
1/31/22
7
Walt Disney
100
36
125.470
132.917
118.023
-7.447
-6
4,367
-96
1/31/22
2/14/22
14
- cash -
2/14/22
4/04/22
49
salesforce.com
100
22
190.959
202.665
179.252
-11.707
-6
4,109
-38
4/04/22
5/09/22
35
3M
100
29
138.472
151.132
125.811
-12.661
-9
3,742
-63
5/09/22
7/25/22
77
Boeing
100
28
132.219
151.158
113.279
-18.940
-14
3,212
-52
7/25/22
8/15/22
21
Walt Disney
100
32
99.096
117.440
80.752
-18.344
-19
2,625
-97
8/15/22
8/29/22
14
- cash -
8/29/22
9/12/22
14
Intel
100
82
31.888
30.010
33.883
1.995
6
2,788
387
9/12/22
9/19/22
7
- cash -
9/19/22
11/07/22
49
Intel
100
98
28.409
28.075
28.747
0.338
1
2,822
9
11/07/22
1/23/23
77
- cash -
1/23/23
2/20/23
28
Intel
100
101
27.936
25.478
30.630
2.694
10
3,094
232
2/20/23
2/27/23
7
- cash -
2/27/23
4/03/23
35
Intel
100
132
23.312
30.023
16.601
-6.711
-29
2,208
-97
4/03/23
5/01/23
28
3M
100
23
95.456
94.758
96.159
0.703
1
2,224
10
5/01/23
5/08/23
7
- cash -
5/08/23
5/15/23
7
3M
100
24
90.978
89.840
92.130
1.152
1
2,252
93
5/15/23
5/29/23
14
- cash -
5/29/23
7/17/23
49
3M
100
25
87.594
87.490
87.699
0.105
0
2,254
1
7/17/23
8/21/23
35
- cash -
8/21/23
8/28/23
7
Walgreens Boots
100
97
23.223
22.240
24.250
1.027
4
2,354
854
8/28/23
9/04/23
7
- cash -
9/04/23
9/11/23
7
Walgreens Boots
100
113
20.712
19.076
22.488
1.776
9
2,555
7,200
9/11/23
9/18/23
7
- cash -
9/18/23
11/27/23
70
Walgreens Boots
100
128
19.893
17.719
22.333
2.440
12
2,867
83
11/27/23
4/15/24
140
- cash -
4/15/24
5/20/24
35
Walgreens Boots
100
178
16.080
16.199
15.962
-0.118
-1
2,846
-7
5/20/24
5/27/24
7
- cash -
5/27/24
8/12/24
77
Walgreens Boots
100
194
14.646
9.217
23.274
8.628
59
4,520
798
accum 1/23/06
8/12/24 3437
days out of 7336 invested (47%)
-55
4,520
-8
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 29.63 28.96 30.31 0.68 2.30
4/09/12 4/23/12 14 29.86 32.20 27.51 -2.34 -7.85
2/05/18 2/26/18 21 65.96 66.22 65.69 -0.26 -0.40
5/13/19 5/20/19 7 52.41 52.67 52.14 -0.26 -0.50
5/27/19 6/24/19 28 51.94 50.52 53.40 1.46 2.81
8/12/19 9/09/19 28 50.50 55.10 45.91 -4.60 -9.10
9/16/19 10/07/19 21 54.93 52.44 57.55 2.62 4.77
10/21/19 10/28/19 7 53.83 55.54 52.13 -1.71 -3.17
8/21/23 8/28/23 7 23.22 22.24 24.25 1.03 4.42
9/04/23 9/11/23 7 20.71 19.08 22.49 1.78 8.58
9/18/23 11/27/23 70 19.89 17.72 22.33 2.44 12.27
4/15/24 5/20/24 35 16.08 16.20 15.96 -0.12 -0.74
5/27/24 8/12/24 77 14.65 9.22 23.27 8.63 58.91 77.83
Boeing 8/04/14 8/18/14 14 108.73 113.32 104.15 -4.58 -4.21
3/09/20 5/11/20 63 210.19 125.38 352.35 142.16 67.64
8/10/20 8/17/20 7 164.05 155.78 172.76 8.71 5.31
9/21/20 9/28/20 7 143.18 153.49 132.87 -10.31 -7.20
5/09/22 7/25/22 77 132.22 151.16 113.28 -18.94 -14.32 34.45
Goldman Sachs 9/15/08 10/06/08 21 153.08 140.06 167.30 14.23 9.29
5/10/10 7/26/10 77 159.13 156.31 162.00 2.87 1.81
9/19/11 10/10/11 21 91.83 89.17 94.56 2.73 2.98
10/17/11 10/24/11 7 86.41 91.78 81.04 -5.37 -6.21
11/21/11 11/28/11 7 83.69 84.13 83.25 -0.44 -0.52
5/14/12 7/23/12 70 92.77 92.06 93.49 0.72 0.78
6/20/16 7/04/16 14 142.02 143.93 140.11 -1.91 -1.35
10/15/18 2/11/19 119 212.31 199.40 226.06 13.75 6.48 13.16
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 75.66 72.46 79.00 3.34 4.41
7/09/07 7/16/07 7 66.43 67.38 65.49 -0.94 -1.42
7/30/07 10/01/07 63 67.89 65.65 70.22 2.32 3.42
8/09/21 8/16/21 7 209.65 213.20 206.10 -3.55 -1.69
9/13/21 11/15/21 63 199.71 191.34 208.45 8.74 4.38 9.23
IBM 8/19/13 8/26/13 7 170.23 170.44 170.03 -0.20 -0.12
9/02/13 10/21/13 49 171.53 155.90 188.72 17.19 10.02
1/27/14 2/17/14 21 159.50 162.57 156.43 -3.07 -1.93 7.77
Home Depot 11/19/07 12/24/07 35 31.51 31.19 31.82 0.32 1.00
12/31/07 3/24/08 84 30.34 29.53 31.18 0.84 2.76 3.79
3M 6/25/18 7/02/18 7 193.02 194.13 191.90 -1.11 -0.58
2/24/20 3/09/20 14 149.28 133.29 167.19 17.91 12.00
4/04/22 5/09/22 35 138.47 151.13 125.81 -12.66 -9.14
4/03/23 5/01/23 28 95.46 94.76 96.16 0.70 0.74
5/08/23 5/15/23 7 90.98 89.84 92.13 1.15 1.27
5/29/23 7/17/23 49 87.59 87.49 87.70 0.10 0.12 3.33
salesforce.com 10/20/08 12/29/08 70 9.05 8.28 9.88 0.84 9.24
2/14/22 4/04/22 49 190.96 202.67 179.25 -11.71 -6.13 2.54
Nike 11/28/16 12/12/16 14 51.71 52.24 51.19 -0.52 -1.01 -1.01
McDonald´s 9/08/14 9/22/14 14 86.54 88.29 84.79 -1.75 -2.03 -2.03
Verizon 1/25/10 3/22/10 56 31.94 32.54 31.34 -0.60 -1.87
2/24/14 3/31/14 35 41.09 42.07 40.11 -0.98 -2.39
4/24/17 5/08/17 14 46.84 46.54 47.14 0.30 0.64
5/15/17 5/29/17 14 45.21 44.22 46.21 1.01 2.23
2/01/21 2/08/21 7 48.64 49.45 47.84 -0.81 -1.66
7/12/21 7/26/21 14 51.39 51.04 51.74 0.35 0.69 -2.42
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Procter & Gamble 4/23/18 5/21/18 28 71.42 73.85 69.00 -2.42 -3.39 -3.39
Cisco Systems 3/21/11 4/04/11 14 15.66 15.76 15.56 -0.10 -0.65
4/11/11 4/25/11 14 15.85 15.16 16.57 0.72 4.57
6/06/11 9/19/11 105 13.33 14.47 12.20 -1.13 -8.48 -4.92
Intel 1/23/06 2/20/06 28 27.25 27.03 27.48 0.23 0.83
3/13/06 3/20/06 7 26.00 25.32 26.70 0.70 2.69
4/17/06 5/08/06 21 24.91 24.66 25.16 0.25 1.01
5/15/06 7/31/06 77 23.14 22.19 24.13 0.99 4.28
10/29/12 1/07/13 70 20.22 19.65 20.81 0.59 2.91
8/29/22 9/12/22 14 31.89 30.01 33.88 2.00 6.26
9/19/22 11/07/22 49 28.41 28.07 28.75 0.34 1.19
1/23/23 2/20/23 28 27.94 25.48 30.63 2.69 9.65
2/27/23 4/03/23 35 23.31 30.02 16.60 -6.71 -28.79 -5.77
American Express 1/05/09 3/23/09 77 21.55 16.42 28.29 6.74 31.28
3/30/09 4/06/09 7 14.66 17.15 12.17 -2.49 -16.95
4/20/15 5/18/15 28 73.83 74.27 73.39 -0.44 -0.60
2/08/16 3/14/16 35 51.72 58.80 44.63 -7.09 -13.70 -6.48
Apple 6/24/13 7/15/13 21 13.43 14.45 12.42 -1.01 -7.55
5/23/16 5/30/16 7 23.85 24.89 22.81 -1.04 -4.36 -11.58
Merck (MSD) 3/05/18 4/23/18 49 51.14 58.95 43.33 -7.81 -15.27
6/21/21 7/05/21 14 70.43 72.43 68.44 -1.99 -2.83 -17.67
Caterpillar 7/06/09 7/20/09 14 34.45 39.46 29.43 -5.02 -14.56
1/05/15 1/12/15 7 87.64 88.20 87.09 -0.55 -0.63
1/19/15 2/16/15 28 73.76 79.32 68.20 -5.56 -7.54
2/23/15 3/02/15 7 79.30 79.53 79.07 -0.23 -0.29
12/21/15 2/08/16 49 64.75 63.74 65.78 1.03 1.59 -20.48
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Walt Disney 9/12/16 11/28/16 77 90.99 98.46 83.52 -7.47 -8.21
11/29/21 12/06/21 7 136.58 139.16 134.00 -2.58 -1.89
12/13/21 12/27/21 14 138.58 140.13 137.02 -1.56 -1.12
1/03/22 1/17/22 14 143.94 138.83 149.24 5.30 3.68
1/24/22 1/31/22 7 125.47 132.92 118.02 -7.45 -5.94
7/25/22 8/15/22 21 99.10 117.44 80.75 -18.34 -18.51 -29.23
UnitedHealth 3/31/08 4/07/08 7 34.19 36.88 31.49 -2.70 -7.89
4/14/08 4/21/08 7 36.34 38.50 34.18 -2.16 -5.94
5/26/08 6/02/08 7 35.91 35.42 36.40 0.49 1.37
6/09/08 6/16/08 7 33.55 31.60 35.61 2.06 6.15
6/23/08 9/01/08 70 27.33 32.25 22.41 -4.92 -17.99
10/06/08 10/20/08 14 25.14 29.01 21.28 -3.86 -15.36 -35.29
Chevron 10/13/14 11/03/14 21 106.27 112.74 99.80 -6.47 -6.09
6/01/15 6/22/15 21 97.07 92.43 101.95 4.88 5.02
6/29/15 8/10/15 42 89.43 84.49 94.66 5.23 5.85
8/24/15 10/26/15 63 67.14 87.26 47.02 -20.12 -29.97
10/26/20 11/09/20 14 64.35 72.38 56.32 -8.03 -12.48 -36.01
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