Assessment - Dow Jones Industrial Avgerage - 7/01/24 - RS = 9
⇐
⇓ instrument
freshest
⇓ Δday
7/01/24
⇓ Δwk
4/29/24
prc diff
⇓ Δ9
∅-RS
DJIA
39,357.000
8/12
-0.36
39,169.500
0.48
38,386.100
783.400
2.04
6.52
American Express
237.050
8/12
-0.34
233.810
1.39
238.920
-5.110
-2.14
24.48
L
Goldman Sachs
485.500
8/12
-0.97
463.660
4.71
430.810
32.850
7.63
24.06
L
Walmart
68.700
8/12
1.10
67.480
1.81
60.240
7.240
12.02
21.39
Microsoft
406.810
8/12
0.19
456.730
-10.93
402.250
54.480
13.54
21.25
JP Morgan Chase
206.190
8/12
0.19
205.450
0.36
193.280
12.170
6.30
18.62
L
Apple
217.530
8/12
0.71
216.750
0.36
173.500
43.250
24.93
18.50
L
Amgen
320.000
8/12
-0.77
311.010
2.89
276.380
34.630
12.53
11.69
Merck (MSD)
113.480
8/12
-0.93
127.900
-11.27
130.120
-2.220
-1.71
11.58
Caterpillar
336.030
8/12
-0.66
329.080
2.11
349.800
-20.720
-5.92
11.20
Travelers Companies
209.730
8/12
-1.29
202.970
3.33
212.900
-9.930
-4.66
10.84
L
Procter & Gamble
166.810
8/12
-2.19
162.720
2.51
161.660
1.060
0.66
8.63
L
Honeywell
196.790
8/12
-0.73
210.950
-6.71
193.770
17.180
8.87
7.95
Walt Disney
85.950
8/12
-0.30
98.040
-12.33
112.080
-14.040
-12.53
7.11
IBM
189.480
8/12
-1.03
175.100
8.21
167.430
7.670
4.58
6.95
Verizon
40.530
8/12
-0.54
41.740
-2.90
40.090
1.650
4.12
6.94
Visa
259.890
8/12
0.05
263.240
-1.27
271.840
-8.600
-3.16
5.92
Home Depot
345.810
8/12
-0.81
336.190
2.86
336.800
-0.610
-0.18
5.89
L
Coca-Cola
68.170
8/12
-0.74
63.280
7.73
62.040
1.240
2.00
5.27
L
3M
123.360
8/12
-0.65
100.610
22.61
92.160
8.450
9.17
2.10
Dow
52.220
8/12
-0.84
52.630
-0.78
57.800
-5.170
-8.94
2.08
Chevron
145.020
8/12
0.02
156.520
-7.35
166.330
-9.810
-5.90
-1.57
S
UnitedHealth
565.290
8/12
1.17
494.650
14.28
489.030
5.620
1.15
-3.00
S
salesforce.com
251.310
8/12
-0.48
256.210
-1.91
275.740
-19.530
-7.08
-5.37
Nike
74.640
8/12
0.40
76.830
-2.85
94.060
-17.230
-18.32
-6.53
⇓ instrument
freshest
⇓ Δday
7/01/24
⇓ Δwk
4/29/24
prc diff
⇓ Δ9
∅-RS
S
Johnson & Johnson
159.880
8/12
-0.46
146.440
9.18
146.820
-0.380
-0.26
-7.04
S
McDonald´s
269.460
8/12
0.58
249.990
7.79
273.550
-23.560
-8.61
-9.22
S
Cisco Systems
44.860
8/12
-1.34
47.520
-5.60
47.780
-0.260
-0.54
-9.84
Boeing
164.130
8/12
-2.25
186.700
-12.09
173.490
13.210
7.61
-12.42
S
Intel
19.360
8/12
-1.78
30.840
-37.22
31.360
-0.520
-1.66
-17.91
S
Walgreens Boots
10.200
8/12
-4.49
11.580
-11.92
18.020
-6.440
-35.74
-31.24
DJIA - 30 out of 30 instruments rated - 7/01/24 / 4/29/24 - 14 did rise, Market-Ratio(9) = 46.67 %
Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage * 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
468
21.350
20.620
22.106
0.756
4
10,354
57
2/20/06
3/13/06
21
- cash -
3/13/06
3/20/06
7
Intel
100
524
19.730
19.620
19.841
0.111
1
10,412
34
3/20/06
4/17/06
28
- cash -
4/17/06
5/08/06
21
Intel
100
542
19.190
20.110
18.270
-0.920
-5
9,913
-57
5/08/06
5/15/06
7
- cash -
5/15/06
7/31/06
77
Intel
100
513
19.320
18.000
20.737
1.417
7
10,640
40
7/31/06
3/05/07
217
- cash -
3/05/07
4/16/07
42
Amgen
100
171
62.159
59.650
64.774
2.615
4
11,087
43
4/16/07
7/09/07
84
- cash -
7/09/07
7/16/07
7
Amgen
100
203
54.550
56.030
53.070
-1.480
-3
10,786
-76
7/16/07
7/30/07
14
- cash -
7/30/07
10/01/07
63
Amgen
100
191
56.190
56.410
55.970
-0.220
0
10,744
-2
10/01/07
11/19/07
49
- cash -
11/19/07
12/24/07
35
Home Depot
100
381
28.190
27.010
29.422
1.232
4
11,214
56
12/24/07
12/31/07
7
- cash -
12/31/07
3/24/08
84
Home Depot
100
416
26.940
29.260
24.620
-2.320
-9
10,249
-32
3/24/08
3/31/08
7
- cash -
3/31/08
4/07/08
7
UnitedHealth
100
298
34.360
36.670
32.050
-2.310
-7
9,560
-97
4/07/08
4/14/08
7
- cash -
4/14/08
4/21/08
7
UnitedHealth
100
263
36.290
37.810
34.770
-1.520
-4
9,160
-89
4/21/08
5/26/08
35
- cash -
5/26/08
6/02/08
7
UnitedHealth
100
261
35.020
33.990
36.081
1.061
3
9,437
374
6/02/08
6/09/08
7
- cash -
6/09/08
6/16/08
7
UnitedHealth
100
286
32.930
30.200
35.907
2.977
9
10,289
9,016
6/16/08
6/23/08
7
- cash -
6/23/08
9/01/08
70
UnitedHealth
100
389
26.390
29.280
23.500
-2.890
-11
9,165
-45
9/01/08
9/15/08
14
- cash -
9/15/08
10/06/08
21
Goldman Sachs
100
67
135.500
124.000
148.067
12.567
9
10,007
367
10/06/08
10/20/08
14
UnitedHealth
100
449
22.260
25.510
19.010
-3.250
-15
8,547
-98
10/20/08
12/29/08
70
salesforce.com
100
1,074
7.955
7.733
8.184
0.229
3
8,793
16
12/29/08
1/05/09
7
- cash -
1/05/09
3/23/09
77
American Express
100
440
19.950
14.560
27.335
7.385
37
12,043
345
3/23/09
3/30/09
7
- cash -
3/30/09
4/06/09
7
American Express
100
940
12.810
15.160
10.460
-2.350
-18
9,834
-100
4/06/09
7/06/09
91
- cash -
7/06/09
7/20/09
14
Caterpillar
100
310
31.700
36.650
26.750
-4.950
-16
8,299
-99
7/20/09
1/25/10
189
- cash -
1/25/10
3/22/10
56
Verizon
100
270
30.680
30.650
30.710
0.030
0
8,307
1
3/22/10
5/10/10
49
- cash -
5/10/10
7/26/10
77
Goldman Sachs
100
57
143.830
148.200
139.460
-4.370
-3
8,058
-14
7/26/10
8/16/10
21
- cash -
8/16/10
9/06/10
21
Walgreens Boots
100
285
28.190
28.490
27.890
-0.300
-1
7,973
-17
9/06/10
3/21/11
196
- cash -
3/21/11
4/04/11
14
Cisco Systems
100
458
17.387
17.060
17.720
0.333
2
8,125
64
4/04/11
4/11/11
7
- cash -
4/11/11
4/25/11
14
Cisco Systems
100
465
17.470
17.100
17.848
0.378
2
8,301
75
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
519
15.990
16.510
15.470
-0.520
-3
8,031
-11
9/19/11
10/10/11
21
Goldman Sachs
100
76
104.810
96.140
114.262
9.452
9
8,750
349
10/10/11
10/17/11
7
- cash -
10/17/11
10/24/11
7
Goldman Sachs
100
90
96.900
103.980
89.820
-7.080
-7
8,112
-98
10/24/11
11/21/11
28
- cash -
11/21/11
11/28/11
7
Goldman Sachs
100
88
91.300
90.430
92.178
0.878
1
8,190
65
11/28/11
4/09/12
133
- cash -
4/09/12
4/23/12
14
Walgreens Boots
100
251
32.560
35.400
29.720
-2.840
-9
7,477
-91
4/23/12
5/14/12
21
- cash -
5/14/12
7/23/12
70
Goldman Sachs
100
74
99.770
93.160
106.849
7.079
7
8,001
43
7/23/12
10/29/12
98
- cash -
10/29/12
1/07/13
70
Intel
100
369
21.630
21.250
22.017
0.387
2
8,143
10
1/07/13
6/24/13
168
- cash -
6/24/13
7/15/13
21
Apple
100
566
14.376
15.266
13.487
-0.889
-6
7,640
-67
7/15/13
8/19/13
35
- cash -
8/19/13
8/26/13
7
IBM
100
41
184.230
184.740
183.720
-0.510
0
7,619
-13
8/26/13
9/02/13
7
- cash -
9/02/13
10/21/13
49
IBM
100
41
183.960
172.860
195.773
11.813
6
8,104
59
10/21/13
1/27/14
98
- cash -
1/27/14
2/17/14
21
IBM
100
45
177.900
183.190
172.610
-5.290
-3
7,865
-41
2/17/14
2/24/14
7
- cash -
2/24/14
3/31/14
35
Verizon
100
170
46.230
47.570
44.890
-1.340
-3
7,638
-26
3/31/14
8/04/14
126
- cash -
8/04/14
8/18/14
14
Boeing
100
63
119.930
124.980
114.880
-5.050
-4
7,320
-67
8/18/14
9/08/14
21
- cash -
9/08/14
9/22/14
14
McDonald´s
100
79
92.500
93.930
91.070
-1.430
-2
7,207
-33
9/22/14
10/13/14
21
- cash -
10/13/14
11/03/14
21
Chevron
100
64
112.030
116.780
107.280
-4.750
-4
6,903
-53
11/03/14
1/05/15
63
- cash -
1/05/15
1/12/15
7
Caterpillar
100
79
87.030
86.890
87.170
0.140
0
6,914
9
1/12/15
1/19/15
7
- cash -
1/19/15
2/16/15
28
Caterpillar
100
82
83.860
85.130
82.590
-1.270
-2
6,809
-18
2/16/15
2/23/15
7
- cash -
2/23/15
3/02/15
7
Caterpillar
100
81
83.490
83.000
83.983
0.493
1
6,849
36
3/02/15
4/20/15
49
- cash -
4/20/15
5/18/15
28
American Express
100
88
77.210
80.170
74.250
-2.960
-4
6,589
-40
5/18/15
6/01/15
14
- cash -
6/01/15
6/22/15
21
Chevron
100
64
102.610
100.290
104.984
2.374
2
6,741
49
6/22/15
6/29/15
7
- cash -
6/29/15
8/10/15
42
Chevron
100
69
96.690
85.890
108.848
12.158
13
7,580
180
8/10/15
8/24/15
14
- cash -
8/24/15
10/26/15
63
Chevron
100
105
72.120
88.770
55.470
-16.650
-23
5,831
-78
10/26/15
12/21/15
56
- cash -
12/21/15
2/08/16
49
Caterpillar
100
89
65.240
64.580
65.907
0.667
1
5,891
8
2/08/16
3/14/16
35
American Express
100
112
52.400
59.570
45.230
-7.170
-14
5,088
-78
3/14/16
5/23/16
70
- cash -
5/23/16
5/30/16
7
Apple
100
211
24.108
25.088
23.128
-0.980
-4
4,881
-89
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
33
147.750
148.250
147.250
-0.500
0
4,865
-8
7/04/16
9/12/16
70
- cash -
9/12/16
11/28/16
77
Walt Disney
100
51
93.640
97.630
89.650
-3.990
-4
4,661
-19
11/28/16
12/12/16
14
Nike
100
90
51.280
51.540
51.020
-0.260
-1
4,638
-12
12/12/16
4/24/17
133
- cash -
4/24/17
5/08/17
14
Verizon
100
98
47.050
46.630
47.474
0.424
1
4,679
26
5/08/17
5/15/17
7
- cash -
5/15/17
5/29/17
14
Verizon
100
103
45.380
45.320
45.440
0.060
0
4,685
4
5/29/17
2/05/18
252
- cash -
2/05/18
2/26/18
21
Walgreens Boots
100
66
70.430
70.600
70.260
-0.170
0
4,674
-4
2/26/18
3/05/18
7
- cash -
3/05/18
4/23/18
49
Merck (MSD)
100
85
54.400
60.250
48.550
-5.850
-11
4,177
-57
4/23/18
5/21/18
28
Procter & Gamble
100
57
73.000
74.060
71.940
-1.060
-1
4,116
-17
5/21/18
6/25/18
35
- cash -
6/25/18
7/02/18
7
3M
100
21
195.800
195.520
196.080
0.280
0
4,122
8
7/02/18
10/15/18
105
- cash -
10/15/18
2/11/19
119
Goldman Sachs
100
19
215.220
198.500
233.348
18.128
8
4,467
28
2/11/19
5/13/19
91
- cash -
5/13/19
5/20/19
7
Walgreens Boots
100
85
52.120
52.260
51.980
-0.140
0
4,455
-13
5/20/19
5/27/19
7
- cash -
5/27/19
6/24/19
28
Walgreens Boots
100
86
51.770
51.950
51.590
-0.180
0
4,439
-4
6/24/19
8/12/19
49
- cash -
8/12/19
9/09/19
28
Walgreens Boots
100
85
51.870
55.590
48.150
-3.720
-7
4,123
-62
9/09/19
9/16/19
7
- cash -
9/16/19
10/07/19
21
Walgreens Boots
100
74
55.340
52.760
58.046
2.706
5
4,323
129
10/07/19
10/21/19
14
- cash -
10/21/19
10/28/19
7
Walgreens Boots
100
79
54.590
55.800
53.380
-1.210
-2
4,228
-69
10/28/19
2/24/20
119
- cash -
2/24/20
3/09/20
14
3M
100
27
152.570
144.060
161.583
9.013
6
4,471
347
3/09/20
5/11/20
63
Boeing
100
19
227.170
128.910
400.327
173.157
76
7,761
2,564
5/11/20
8/10/20
91
- cash -
8/10/20
8/17/20
7
Boeing
100
43
179.410
172.010
187.128
7.718
4
8,093
799
8/17/20
9/21/20
35
- cash -
9/21/20
9/28/20
7
Boeing
100
51
156.350
166.080
146.620
-9.730
-6
7,597
-96
9/28/20
10/26/20
28
- cash -
10/26/20
11/09/20
14
Chevron
100
107
70.940
79.400
62.480
-8.460
-12
6,692
-96
11/09/20
2/01/21
84
- cash -
2/01/21
2/08/21
7
Verizon
100
123
54.280
55.050
53.510
-0.770
-1
6,597
-53
2/08/21
6/21/21
133
- cash -
6/21/21
7/05/21
14
Merck (MSD)
100
85
76.750
78.600
74.900
-1.850
-2
6,440
-47
7/05/21
7/12/21
7
- cash -
7/12/21
7/26/21
14
Verizon
100
114
56.150
55.780
56.523
0.373
1
6,482
19
7/26/21
8/09/21
14
- cash -
8/09/21
8/16/21
7
Amgen
100
28
227.890
231.070
224.710
-3.180
-1
6,393
-52
8/16/21
9/13/21
28
- cash -
9/13/21
11/15/21
63
Amgen
100
29
216.720
207.400
226.459
9.739
4
6,676
29
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
45
147.810
150.370
145.250
-2.560
-2
6,560
-60
12/06/21
12/13/21
7
- cash -
12/13/21
12/27/21
14
Walt Disney
100
43
150.430
152.800
148.060
-2.370
-2
6,458
-34
12/27/21
1/03/22
7
- cash -
1/03/22
1/17/22
14
Walt Disney
100
41
156.760
151.940
161.733
4.973
3
6,662
126
1/17/22
1/24/22
7
- cash -
1/24/22
1/31/22
7
Walt Disney
100
48
137.460
142.970
131.950
-5.510
-4
6,398
-88
1/31/22
2/14/22
14
- cash -
2/14/22
4/04/22
49
salesforce.com
100
30
206.400
218.850
193.950
-12.450
-6
6,024
-37
4/04/22
5/09/22
35
3M
100
40
149.530
152.380
146.680
-2.850
-2
5,910
-18
5/09/22
7/25/22
77
Boeing
100
44
133.310
156.640
109.980
-23.330
-18
4,884
-60
7/25/22
8/15/22
21
Walt Disney
100
47
102.690
124.260
81.120
-21.570
-21
3,870
-98
8/15/22
8/29/22
14
- cash -
8/29/22
9/12/22
14
Intel
100
117
32.940
31.560
34.380
1.440
4
4,039
205
9/12/22
9/19/22
7
- cash -
9/19/22
11/07/22
49
Intel
100
137
29.440
28.410
30.507
1.067
4
4,185
30
11/07/22
1/23/23
77
- cash -
1/23/23
2/20/23
28
Intel
100
138
30.270
27.610
33.186
2.916
10
4,587
232
2/20/23
2/27/23
7
- cash -
2/27/23
4/03/23
35
Intel
100
184
24.900
32.890
16.910
-7.990
-32
3,117
-98
4/03/23
5/01/23
28
3M
100
29
104.570
105.850
103.290
-1.280
-1
3,080
-15
5/01/23
5/08/23
7
- cash -
5/08/23
5/15/23
7
3M
100
30
102.340
100.490
104.224
1.884
2
3,136
159
5/15/23
5/29/23
14
- cash -
5/29/23
7/17/23
49
3M
100
32
96.940
101.700
92.180
-4.760
-5
2,984
-31
7/17/23
8/21/23
35
- cash -
8/21/23
8/28/23
7
Walgreens Boots
100
112
26.440
25.170
27.774
1.334
5
3,134
1,202
8/28/23
9/04/23
7
- cash -
9/04/23
9/11/23
7
Walgreens Boots
100
133
23.430
21.430
25.617
2.187
9
3,424
10,385
9/11/23
9/18/23
7
- cash -
9/18/23
11/27/23
70
Walgreens Boots
100
154
22.190
20.110
24.485
2.295
10
3,778
67
11/27/23
4/15/24
140
- cash -
4/15/24
5/20/24
35
Walgreens Boots
100
214
17.650
17.820
17.480
-0.170
-1
3,741
-10
5/20/24
5/27/24
7
- cash -
5/27/24
8/12/24
77
Walgreens Boots
100
233
16.030
10.200
25.192
9.162
57
5,876
752
accum 1/23/06
8/12/24 2999
days out of 6898 invested (43%)
-41
5,876
-6
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 28.19 28.49 27.89 -0.30 -1.06
4/09/12 4/23/12 14 32.56 35.40 29.72 -2.84 -8.72
2/05/18 2/26/18 21 70.43 70.60 70.26 -0.17 -0.24
5/13/19 5/20/19 7 52.12 52.26 51.98 -0.14 -0.27
5/27/19 6/24/19 28 51.77 51.95 51.59 -0.18 -0.35
8/12/19 9/09/19 28 51.87 55.59 48.15 -3.72 -7.17
9/16/19 10/07/19 21 55.34 52.76 58.05 2.71 4.89
10/21/19 10/28/19 7 54.59 55.80 53.38 -1.21 -2.22
8/21/23 8/28/23 7 26.44 25.17 27.77 1.33 5.05
9/04/23 9/11/23 7 23.43 21.43 25.62 2.19 9.33
9/18/23 11/27/23 70 22.19 20.11 24.49 2.30 10.34
4/15/24 5/20/24 35 17.65 17.82 17.48 -0.17 -0.96
5/27/24 8/12/24 77 16.03 10.20 25.19 9.16 57.16 68.14
Boeing 8/04/14 8/18/14 14 119.93 124.98 114.88 -5.05 -4.21
3/09/20 5/11/20 63 227.17 128.91 400.33 173.16 76.22
8/10/20 8/17/20 7 179.41 172.01 187.13 7.72 4.30
9/21/20 9/28/20 7 156.35 166.08 146.62 -9.73 -6.22
5/09/22 7/25/22 77 133.31 156.64 109.98 -23.33 -17.50 36.21
Goldman Sachs 9/15/08 10/06/08 21 135.50 124.00 148.07 12.57 9.27
5/10/10 7/26/10 77 143.83 148.20 139.46 -4.37 -3.04
9/19/11 10/10/11 21 104.81 96.14 114.26 9.45 9.02
10/17/11 10/24/11 7 96.90 103.98 89.82 -7.08 -7.31
11/21/11 11/28/11 7 91.30 90.43 92.18 0.88 0.96
5/14/12 7/23/12 70 99.77 93.16 106.85 7.08 7.10
6/20/16 7/04/16 14 147.75 148.25 147.25 -0.50 -0.34
10/15/18 2/11/19 119 215.22 198.50 233.35 18.13 8.42 25.10
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 62.16 59.65 64.77 2.61 4.21
7/09/07 7/16/07 7 54.55 56.03 53.07 -1.48 -2.71
7/30/07 10/01/07 63 56.19 56.41 55.97 -0.22 -0.39
8/09/21 8/16/21 7 227.89 231.07 224.71 -3.18 -1.40
9/13/21 11/15/21 63 216.72 207.40 226.46 9.74 4.49 4.05
IBM 8/19/13 8/26/13 7 184.23 184.74 183.72 -0.51 -0.28
9/02/13 10/21/13 49 183.96 172.86 195.77 11.81 6.42
1/27/14 2/17/14 21 177.90 183.19 172.61 -5.29 -2.97 2.97
Cisco Systems 3/21/11 4/04/11 14 17.39 17.06 17.72 0.33 1.92
4/11/11 4/25/11 14 17.47 17.10 17.85 0.38 2.16
6/06/11 9/19/11 105 15.99 16.51 15.47 -0.52 -3.25 0.74
3M 6/25/18 7/02/18 7 195.80 195.52 196.08 0.28 0.14
2/24/20 3/09/20 14 152.57 144.06 161.58 9.01 5.91
4/04/22 5/09/22 35 149.53 152.38 146.68 -2.85 -1.91
4/03/23 5/01/23 28 104.57 105.85 103.29 -1.28 -1.22
5/08/23 5/15/23 7 102.34 100.49 104.22 1.88 1.84
5/29/23 7/17/23 49 96.94 101.70 92.18 -4.76 -4.91 -0.48
Nike 11/28/16 12/12/16 14 51.28 51.54 51.02 -0.26 -0.51 -0.51
Procter & Gamble 4/23/18 5/21/18 28 73.00 74.06 71.94 -1.06 -1.45 -1.45
McDonald´s 9/08/14 9/22/14 14 92.50 93.93 91.07 -1.43 -1.55 -1.55
Verizon 1/25/10 3/22/10 56 30.68 30.65 30.71 0.03 0.10
2/24/14 3/31/14 35 46.23 47.57 44.89 -1.34 -2.90
4/24/17 5/08/17 14 47.05 46.63 47.47 0.42 0.90
5/15/17 5/29/17 14 45.38 45.32 45.44 0.06 0.13
2/01/21 2/08/21 7 54.28 55.05 53.51 -0.77 -1.42
7/12/21 7/26/21 14 56.15 55.78 56.52 0.37 0.66 -2.55
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
salesforce.com 10/20/08 12/29/08 70 7.96 7.73 8.18 0.23 2.88
2/14/22 4/04/22 49 206.40 218.85 193.95 -12.45 -6.03 -3.33
Home Depot 11/19/07 12/24/07 35 28.19 27.01 29.42 1.23 4.37
12/31/07 3/24/08 84 26.94 29.26 24.62 -2.32 -8.61 -4.62
American Express 1/05/09 3/23/09 77 19.95 14.56 27.34 7.39 37.02
3/30/09 4/06/09 7 12.81 15.16 10.46 -2.35 -18.35
4/20/15 5/18/15 28 77.21 80.17 74.25 -2.96 -3.83
2/08/16 3/14/16 35 52.40 59.57 45.23 -7.17 -13.68 -7.13
Apple 6/24/13 7/15/13 21 14.38 15.27 13.49 -0.89 -6.19
5/23/16 5/30/16 7 24.11 25.09 23.13 -0.98 -4.07 -10.00
Intel 1/23/06 2/20/06 28 21.35 20.62 22.11 0.76 3.54
3/13/06 3/20/06 7 19.73 19.62 19.84 0.11 0.56
4/17/06 5/08/06 21 19.19 20.11 18.27 -0.92 -4.79
5/15/06 7/31/06 77 19.32 18.00 20.74 1.42 7.33
10/29/12 1/07/13 70 21.63 21.25 22.02 0.39 1.79
8/29/22 9/12/22 14 32.94 31.56 34.38 1.44 4.37
9/19/22 11/07/22 49 29.44 28.41 30.51 1.07 3.63
1/23/23 2/20/23 28 30.27 27.61 33.19 2.92 9.63
2/27/23 4/03/23 35 24.90 32.89 16.91 -7.99 -32.09 -12.79
Merck (MSD) 3/05/18 4/23/18 49 54.40 60.25 48.55 -5.85 -10.75
6/21/21 7/05/21 14 76.75 78.60 74.90 -1.85 -2.41 -12.90
Caterpillar 7/06/09 7/20/09 14 31.70 36.65 26.75 -4.95 -15.62
1/05/15 1/12/15 7 87.03 86.89 87.17 0.14 0.16
1/19/15 2/16/15 28 83.86 85.13 82.59 -1.27 -1.51
2/23/15 3/02/15 7 83.49 83.00 83.98 0.49 0.59
12/21/15 2/08/16 49 65.24 64.58 65.91 0.67 1.02 -15.41
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
UnitedHealth 3/31/08 4/07/08 7 34.36 36.67 32.05 -2.31 -6.72
4/14/08 4/21/08 7 36.29 37.81 34.77 -1.52 -4.19
5/26/08 6/02/08 7 35.02 33.99 36.08 1.06 3.03
6/09/08 6/16/08 7 32.93 30.20 35.91 2.98 9.04
6/23/08 9/01/08 70 26.39 29.28 23.50 -2.89 -10.95
10/06/08 10/20/08 14 22.26 25.51 19.01 -3.25 -14.60 -23.65
Chevron 10/13/14 11/03/14 21 112.03 116.78 107.28 -4.75 -4.24
6/01/15 6/22/15 21 102.61 100.29 104.98 2.37 2.31
6/29/15 8/10/15 42 96.69 85.89 108.85 12.16 12.57
8/24/15 10/26/15 63 72.12 88.77 55.47 -16.65 -23.09
10/26/20 11/09/20 14 70.94 79.40 62.48 -8.46 -11.93 -25.29
Walt Disney 9/12/16 11/28/16 77 93.64 97.63 89.65 -3.99 -4.26
11/29/21 12/06/21 7 147.81 150.37 145.25 -2.56 -1.73
12/13/21 12/27/21 14 150.43 152.80 148.06 -2.37 -1.58
1/03/22 1/17/22 14 156.76 151.94 161.73 4.97 3.17
1/24/22 1/31/22 7 137.46 142.97 131.95 -5.51 -4.01
7/25/22 8/15/22 21 102.69 124.26 81.12 -21.57 -21.00 -27.56
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