Sat, May 30th, 2026, 12:00UTC
Assessment - Dow Jones Industrial Avgerage in Japanese yen - 7/01/24 - RS = mixed
⇐
instrument
freshest
⇓ 7/01/24
⇓ 1/01/24
prc diff
⇓
⇓
DJIA
6,359,085.870
8/12/24
-0.36
6,328,790.659
0.48
5,331,649.770
997,140.889
18.70
16.83
L
3M
19,931.825
8/12/24
-0.65
16,256.006
22.61
15,464.677
791.329
5.12
11.10
American Express
38,301.225
8/12/24
-0.34
37,777.724
1.39
26,501.579
11,276.144
42.55
38.32
L
Amgen
51,703.826
8/12/24
-0.77
50,251.272
2.89
40,744.021
9,507.251
23.33
24.07
L
Apple
35,147.291
8/12/24
0.71
35,021.263
0.36
27,235.769
7,785.494
28.59
28.50
Boeing
26,519.215
8/12/24
-2.25
30,165.951
-12.09
36,873.607
-6,707.657
-18.19
-0.18
Caterpillar
54,293.864
8/12/24
-0.66
53,170.922
2.11
41,826.209
11,344.713
27.12
23.05
Chevron
23,431.528
8/12/24
0.02
25,289.634
-7.35
21,100.542
4,189.092
19.85
9.44
S
Cisco Systems
7,248.230
8/12/24
-1.34
7,678.018
-5.60
7,146.684
531.334
7.43
2.13
L
Coca-Cola
11,014.531
8/12/24
-0.74
10,224.432
7.73
8,336.383
1,888.048
22.65
15.66
Dow
8,437.418
8/12/24
-0.84
8,503.664
-0.78
7,757.802
745.862
9.61
5.75
L
Goldman Sachs
78,444.398
8/12/24
-0.97
74,915.612
4.71
54,571.977
20,343.635
37.28
38.53
Home Depot
55,874.063
8/12/24
-0.81
54,319.716
2.86
49,023.819
5,295.897
10.80
10.46
L
Honeywell
31,796.237
8/12/24
-0.73
34,084.132
-6.71
29,666.095
4,418.037
14.89
16.73
IBM
30,615.128
8/12/24
-1.03
28,291.687
8.21
23,136.187
5,155.500
22.28
19.86
S
Intel
3,128.081
8/12/24
-1.78
4,982.956
-37.22
7,108.489
-2,125.533
-29.90
-10.97
S
Johnson & Johnson
25,832.524
8/12/24
-0.46
23,660.963
9.18
22,172.828
1,488.136
6.71
1.55
JP Morgan Chase
33,315.037
8/12/24
0.19
33,195.472
0.36
24,062.766
9,132.706
37.95
35.41
S
McDonald´s
43,537.853
8/12/24
0.58
40,391.998
7.79
41,945.037
-1,553.039
-3.70
-2.49
Merck (MSD)
18,335.469
8/12/24
-0.93
20,665.373
-11.27
15,422.238
5,243.134
34.00
21.56
Microsoft
65,730.104
8/12/24
0.19
73,795.901
-10.93
53,195.547
20,600.354
38.73
33.91
Nike
12,059.917
8/12/24
0.40
12,413.765
-2.85
15,358.580
-2,944.815
-19.17
-17.65
L
Procter & Gamble
26,952.235
8/12/24
-2.19
26,291.396
2.51
20,729.910
5,561.485
26.83
14.61
S
salesforce.com
40,605.277
8/12/24
-0.48
41,396.991
-1.91
37,224.434
4,172.557
11.21
14.34
Travelers Companies
33,887.011
8/12/24
-1.29
32,794.767
3.33
26,947.186
5,847.581
21.70
17.42
instrument
freshest
⇓ 7/01/24
⇓ 1/01/24
prc diff
⇓
⇓
S
UnitedHealth
91,336.424
8/12/24
1.17
79,922.805
14.28
74,475.747
5,447.058
7.31
6.49
Verizon
6,548.613
8/12/24
-0.54
6,744.118
-2.90
5,333.135
1,410.983
26.46
22.98
Visa
41,991.585
8/12/24
0.05
42,532.860
-1.27
36,829.754
5,703.106
15.49
11.55
S
Walgreens Boots
1,648.059
8/12/24
-4.49
1,871.032
-11.92
3,693.585
-1,822.553
-49.34
-42.29
L
Walmart
11,100.165
8/12/24
1.10
10,903.044
1.81
7,433.853
3,469.191
46.67
31.73
Walt Disney
13,887.325
8/12/24
-0.30
15,840.760
-12.33
12,772.646
3,068.113
24.02
12.48
DJIA - 30 out of 30 instruments rated - 7/01/24 / 1/01/24 - 25 did rise, Market-Ratio(26) in JPY = 83.33 % Stock Exchange Currency: USD $ Dollar
Drawing of market charts for mixed techniques is really a worry to me.
Transactions Dow Jones Industrial Avgerage in Japanese yen * Mixed Straddles L12 - 37/26 (1) - S19 - 20/77 (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 7/31/06 210 - cash -
long
7/31/06
3/05/07
217
Merck (MSD)
100
2
4,617.210
5,168.316
551.107
12
11,102
21
3/05/07 3/12/07 7 - cash -
3/12/07
1/21/08
315
Apple
100
29
379.772
593.870
214.098
56
17,311
68
1/21/08 2/04/08 14 - cash -
short
2/04/08
6/29/09
511
American Express
100
3
5,077.337
2,284.593
11,284.004
6,206.667
122
35,931
77
long
4/07/08
6/30/08
84
Apple
100
63
564.958
634.613
69.655
12
40,319
66
9/22/08
10/06/08
14
Walmart
100
19
2,109.262
2,031.918
-77.343
-4
38,850
-62
1/19/09
1/26/09
7
McDonald´s
100
7
5,179.935
5,184.866
4.931
0
38,884
5
2/09/09
2/16/09
7
UnitedHealth
100
14
2,712.710
2,608.390
-104.320
-4
37,424
-87
4/06/09
2/08/10
308
Goldman Sachs
100
3
11,700.464
13,485.590
1,785.126
15
42,779
18
2/08/10 2/15/10 7 - cash -
2/15/10
5/31/10
105
American Express
100
12
3,563.504
3,568.650
5.146
0
42,841
1
5/31/10 8/02/10 63 - cash -
8/02/10
8/08/11
371
Apple
100
52
808.641
988.475
179.834
22
52,192
22
short
8/23/10
10/04/10
42
Microsoft
100
25
2,078.987
1,990.015
2,171.937
92.950
4
54,516
46
8/08/11 8/22/11 14 - cash -
8/22/11
12/19/11
119
Goldman Sachs
100
6
8,154.545
6,821.260
9,748.433
1,593.888
20
64,079
73
long
10/24/11
8/24/15
1400
Visa
100
35
1,795.477
8,095.861
6,300.383
351
284,593
48
short
8/24/15
5/30/16
280
Chevron
100
33
8,541.157
11,334.526
5,747.787
-2,793.369
-33
192,412
-40
long
10/19/15
1/18/16
91
Nike
100
24
7,958.912
6,754.422
-1,204.491
-15
163,504
-48
3/07/16
4/02/18
756
McDonald´s
100
12
13,284.695
16,698.240
3,413.545
26
204,466
12
4/02/18 4/30/18 28 - cash -
4/30/18
12/17/18
231
Boeing
100
5
36,458.589
35,646.037
-812.552
-2
200,404
-3
12/17/18 12/24/18 7 - cash -
short
12/24/18
4/22/19
119
Goldman Sachs
100
11
17,267.823
22,895.761
11,639.886
-5,627.938
-33
138,496
-70
long
1/21/19
1/28/19
7
Merck (MSD)
100
16
8,315.082
7,965.307
-349.774
-4
132,900
-89
2/04/19
3/09/20
399
Procter & Gamble
100
12
10,772.048
11,850.436
1,078.388
10
145,841
9
short
3/09/20
7/20/20
133
Exxon Mobil
100
34
4,274.162
4,557.562
3,990.763
-283.400
-7
136,205
-17
long
6/01/20
6/13/22
742
Apple
100
15
8,652.605
17,691.367
9,038.763
104
271,786
42
6/13/22 6/20/22 7 - cash -
short
6/20/22
1/16/23
210
Walt Disney
100
21
12,737.151
12,786.800
12,687.502
-49.649
0
270,744
-1
long
8/01/22
9/26/22
56
Chevron
100
12
21,141.950
20,371.482
-770.467
-4
261,498
-21
10/31/22
10/16/23
350
Chevron
100
9
26,880.256
24,734.429
-2,145.827
-8
242,186
-8
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
10/16/23 10/30/23 14 - cash -
short
10/30/23
1/08/24
70
Walgreens Boots
100
77
3,144.016
3,688.450
2,599.582
-544.434
-17
200,264
-63
long
11/13/23
8/12/24
273
Microsoft
100
3
55,583.557
65,730.104
10,146.547
18
230,704
25
accum 7/31/06
8/12/24 7082
days out of 7453 invested (95%)
2,207
230,704
18
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total Visa long 10/24/11 8/24/15 1400 1,795.48 8,095.86 6,300.38 350.90 350.90 Apple long 3/12/07 1/21/08 315 379.77 593.87 214.10 56.38 long 4/07/08 6/30/08 84 564.96 634.61 69.66 12.33 long 8/02/10 8/08/11 371 808.64 988.48 179.83 22.24 long 6/01/20 6/13/22 742 8,652.60 17,691.37 9,038.76 104.46 339.02 American Express short 2/04/08 6/29/09 511 5,077.34 2,284.59 11,284.00 6,206.67 122.24 long 2/15/10 5/31/10 105 3,563.50 3,568.65 5.15 0.14 122.56 McDonald´s long 1/19/09 1/26/09 7 5,179.94 5,184.87 4.93 0.10 long 3/07/16 4/02/18 756 13,284.70 16,698.24 3,413.54 25.70 25.81 Microsoft short 8/23/10 10/04/10 42 2,078.99 1,990.02 2,171.94 92.95 4.47 long 11/13/23 8/12/24 273 55,583.56 65,730.10 10,146.55 18.25 23.54 Procter & Gamble long 2/04/19 3/09/20 399 10,772.05 11,850.44 1,078.39 10.01 10.01 Merck (MSD) long 7/31/06 3/05/07 217 4,617.21 5,168.32 551.11 11.94 long 1/21/19 1/28/19 7 8,315.08 7,965.31 -349.77 -4.21 7.23 Walt Disney short 6/20/22 1/16/23 210 12,737.15 12,786.80 12,687.50 -49.65 -0.39 -0.39 Boeing long 4/30/18 12/17/18 231 36,458.59 35,646.04 -812.55 -2.23 -2.23 Walmart long 9/22/08 10/06/08 14 2,109.26 2,031.92 -77.34 -3.67 -3.67 UnitedHealth long 2/09/09 2/16/09 7 2,712.71 2,608.39 -104.32 -3.85 -3.85 Exxon Mobil short 3/09/20 7/20/20 133 4,274.16 4,557.56 3,990.76 -283.40 -6.63 -6.63 Goldman Sachs long 4/06/09 2/08/10 308 11,700.46 13,485.59 1,785.13 15.26 short 8/22/11 12/19/11 119 8,154.54 6,821.26 9,748.43 1,593.89 19.55 short 12/24/18 4/22/19 119 17,267.82 22,895.76 11,639.89 -5,627.94 -32.59 -7.12 Nike long 10/19/15 1/18/16 91 7,958.91 6,754.42 -1,204.49 -15.13 -15.13 Walgreens Boots short 10/30/23 1/08/24 70 3,144.02 3,688.45 2,599.58 -544.43 -17.32 -17.32 Chevron short 8/24/15 5/30/16 280 8,541.16 11,334.53 5,747.79 -2,793.37 -32.70 long 8/01/22 9/26/22 56 21,141.95 20,371.48 -770.47 -3.64 long 10/31/22 10/16/23 350 26,880.26 24,734.43 -2,145.83 -7.98 -40.33
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 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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