| | Sat, Dec 6th, 2025, 7:31UTC |
| | |
Assessment - Dow Jones Composite Average in Pound sterling - 7/01/24 - RS = 17
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
3/04/24 |
prc diff |
⇓ Δ17 |
|
∅-RS |
| |  |
 |
 |
 |
|
 |
DJCA |
9,996.033 |
8/12/24 |
-0.32 |
9,845.976 |
1.52 |
9,788.306 |
57.669 |
0.59 |
|
4.08 |
| |  |
 |
 |
 |
L |
 |
Kirby |
92.162 |
8/12/24 |
-0.14 |
95.754 |
-3.75 |
70.348 |
25.405 |
36.11 |
|
40.62 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
54.786 |
8/12/24 |
1.05 |
56.242 |
-2.59 |
64.018 |
-7.776 |
-12.15 |
|
25.53 |
| |  |
 |
 |
 |
|
 |
American Express |
187.513 |
8/12/24 |
-0.34 |
184.950 |
1.39 |
172.375 |
12.575 |
7.30 |
|
26.28 |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
384.043 |
8/12/24 |
-0.97 |
366.767 |
4.71 |
308.867 |
57.900 |
18.75 |
|
26.59 |
| |  |
 |
 |
 |
|
 |
Matson |
102.936 |
8/12/24 |
0.73 |
102.106 |
0.81 |
85.231 |
16.875 |
19.80 |
|
28.80 |
| |  |
 |
 |
 |
L |
 |
Walmart |
54.343 |
8/12/24 |
1.10 |
53.378 |
1.81 |
46.694 |
6.684 |
14.31 |
|
20.49 |
| |  |
 |
 |
 |
|
 |
Microsoft |
321.797 |
8/12/24 |
0.19 |
361.285 |
-10.93 |
326.718 |
34.567 |
10.58 |
|
22.44 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
30.897 |
8/12/24 |
-0.61 |
37.115 |
-16.75 |
32.733 |
4.382 |
13.39 |
|
11.49 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
163.102 |
8/12/24 |
0.19 |
162.516 |
0.36 |
146.996 |
15.520 |
10.56 |
|
23.75 |
| |  |
 |
 |
 |
L |
 |
Apple |
172.072 |
8/12/24 |
0.71 |
171.455 |
0.36 |
137.878 |
33.577 |
24.35 |
|
17.76 |
| |  |
 |
 |
 |
L |
 |
PSEG |
63.685 |
8/12/24 |
0.81 |
58.243 |
9.34 |
49.891 |
8.352 |
16.74 |
|
16.12 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
61.368 |
8/12/24 |
0.15 |
55.293 |
10.99 |
43.285 |
12.008 |
27.74 |
|
10.32 |
| |  |
 |
 |
 |
|
 |
Ryder System |
104.289 |
8/12/24 |
-1.29 |
97.051 |
7.46 |
89.081 |
7.970 |
8.95 |
|
13.95 |
| |  |
 |
 |
 |
L |
 |
Amgen |
253.128 |
8/12/24 |
-0.77 |
246.017 |
2.89 |
219.998 |
26.019 |
11.83 |
|
13.54 |
| |  |
 |
 |
 |
|
 |
United Airlines |
31.973 |
8/12/24 |
-2.51 |
38.230 |
-16.37 |
34.757 |
3.473 |
9.99 |
|
6.73 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
89.766 |
8/12/24 |
-0.93 |
101.172 |
-11.27 |
97.680 |
3.492 |
3.58 |
|
11.17 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
265.808 |
8/12/24 |
-0.66 |
260.311 |
2.11 |
266.661 |
-6.350 |
-2.38 |
|
12.45 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
165.902 |
8/12/24 |
-1.29 |
160.554 |
3.33 |
172.501 |
-11.946 |
-6.93 |
|
7.33 |
| |  |
 |
 |
 |
L |
 |
Southern |
68.977 |
8/12/24 |
0.46 |
60.909 |
13.25 |
53.702 |
7.207 |
13.42 |
|
9.10 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
131.951 |
8/12/24 |
-2.19 |
128.716 |
2.51 |
125.641 |
3.074 |
2.45 |
|
4.93 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
155.666 |
8/12/24 |
-0.73 |
166.867 |
-6.71 |
156.886 |
9.981 |
6.36 |
|
6.94 |
| |  |
 |
 |
 |
L |
 |
AEP |
76.840 |
8/12/24 |
-0.40 |
69.041 |
11.30 |
66.892 |
2.149 |
3.21 |
|
6.75 |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
89.679 |
8/12/24 |
0.62 |
78.588 |
14.11 |
72.774 |
5.815 |
7.99 |
|
5.53 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
67.989 |
8/12/24 |
-0.30 |
77.552 |
-12.33 |
89.522 |
-11.970 |
-13.37 |
|
2.83 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
3/04/24 |
prc diff |
⇓ Δ17 |
|
∅-RS |
| |  |
 |
 |
 |
L |
 |
AES |
13.218 |
8/12/24 |
0.30 |
13.795 |
-4.19 |
12.654 |
1.142 |
9.02 |
|
-1.19 |
| |  |
 |
 |
 |
|
 |
IBM |
149.884 |
8/12/24 |
-1.03 |
138.509 |
8.21 |
152.020 |
-13.511 |
-8.89 |
|
9.62 |
| |  |
 |
 |
 |
|
 |
Verizon |
32.060 |
8/12/24 |
-0.54 |
33.017 |
-2.90 |
31.741 |
1.276 |
4.02 |
|
12.51 |
| |  |
 |
 |
 |
|
 |
Visa |
205.580 |
8/12/24 |
0.05 |
208.230 |
-1.27 |
220.896 |
-12.666 |
-5.73 |
|
2.09 |
| |  |
 |
 |
 |
|
 |
Home Depot |
273.545 |
8/12/24 |
-0.81 |
265.935 |
2.86 |
299.512 |
-33.577 |
-11.21 |
|
1.14 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
53.924 |
8/12/24 |
-0.74 |
50.056 |
7.73 |
47.096 |
2.960 |
6.29 |
|
5.94 |
| |  |
 |
 |
 |
|
 |
Edison International |
65.188 |
8/12/24 |
0.52 |
56.313 |
15.76 |
53.120 |
3.194 |
6.01 |
|
3.20 |
| |  |
 |
 |
 |
L |
 |
Sempra |
62.483 |
8/12/24 |
0.74 |
59.303 |
5.36 |
55.702 |
3.601 |
6.46 |
|
3.49 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
94.219 |
8/12/24 |
0.03 |
95.611 |
-1.46 |
94.459 |
1.152 |
1.22 |
|
0.67 |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
43.285 |
8/12/24 |
0.46 |
37.977 |
13.98 |
36.773 |
1.204 |
3.28 |
|
-0.08 |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
27.362 |
8/12/24 |
-0.26 |
31.712 |
-13.72 |
29.032 |
2.680 |
9.23 |
|
0.29 |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
78.074 |
8/12/24 |
0.20 |
68.669 |
13.70 |
55.474 |
13.195 |
23.79 |
|
3.89 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
33.381 |
8/12/24 |
0.55 |
30.304 |
10.15 |
29.347 |
0.957 |
3.26 |
|
2.19 |
| |  |
 |
 |
 |
L |
 |
3M |
97.581 |
8/12/24 |
-0.65 |
79.585 |
22.61 |
72.002 |
7.583 |
10.53 |
|
1.84 |
| |  |
 |
 |
 |
|
 |
Dow |
41.307 |
8/12/24 |
-0.84 |
41.632 |
-0.78 |
44.899 |
-3.267 |
-7.28 |
|
-3.17 |
| |  |
 |
 |
 |
|
 |
Atmos Energy |
101.758 |
8/12/24 |
0.46 |
91.743 |
10.92 |
90.302 |
1.441 |
1.60 |
|
0.72 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
80.637 |
8/12/24 |
0.91 |
70.251 |
14.78 |
70.183 |
0.068 |
0.10 |
|
-2.41 |
| |  |
 |
 |
 |
L |
 |
American Water |
112.769 |
8/12/24 |
0.20 |
101.061 |
11.58 |
95.829 |
5.232 |
5.46 |
|
-1.16 |
| |  |
 |
 |
 |
|
 |
Chevron |
114.715 |
8/12/24 |
0.02 |
123.811 |
-7.35 |
117.232 |
6.580 |
5.61 |
|
0.30 |
| |  |
 |
 |
 |
S |
 |
FedEx |
220.815 |
8/12/24 |
0.63 |
236.264 |
-6.54 |
194.313 |
41.951 |
21.59 |
|
16.74 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
187.615 |
8/12/24 |
-1.02 |
169.327 |
10.80 |
204.077 |
-34.750 |
-17.03 |
|
-5.23 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
20.076 |
8/12/24 |
0.20 |
22.236 |
-9.71 |
26.859 |
-4.623 |
-17.21 |
|
-4.29 |
| |  |
 |
 |
 |
S |
 |
CSX |
26.499 |
8/12/24 |
-1.47 |
26.571 |
-0.27 |
30.221 |
-3.651 |
-12.08 |
|
0.26 |
| |  |
 |
 |
 |
|
 |
Landstar System |
146.427 |
8/12/24 |
-1.04 |
145.074 |
0.93 |
145.996 |
-0.922 |
-0.63 |
|
-1.29 |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
187.275 |
8/12/24 |
-0.32 |
177.870 |
5.29 |
199.588 |
-21.718 |
-10.88 |
|
-1.66 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
3/04/24 |
prc diff |
⇓ Δ17 |
|
∅-RS |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
447.159 |
8/12/24 |
1.17 |
391.281 |
14.28 |
379.436 |
11.845 |
3.12 |
|
-2.37 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
198.793 |
8/12/24 |
-0.48 |
202.669 |
-1.91 |
247.755 |
-45.086 |
-18.20 |
|
4.56 |
| |  |
 |
 |
 |
|
 |
Nike |
59.042 |
8/12/24 |
0.40 |
60.775 |
-2.85 |
78.380 |
-17.606 |
-22.46 |
|
-24.43 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
126.469 |
8/12/24 |
-0.46 |
115.838 |
9.18 |
125.862 |
-10.024 |
-7.96 |
|
-6.86 |
| |  |
 |
 |
 |
|
 |
Exelon |
29.189 |
8/12/24 |
-0.54 |
27.330 |
6.80 |
28.505 |
-1.175 |
-4.12 |
|
-9.46 |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
45.895 |
8/12/24 |
0.10 |
41.473 |
10.66 |
40.206 |
1.268 |
3.15 |
|
-9.81 |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
213.150 |
8/12/24 |
0.58 |
197.749 |
7.79 |
229.093 |
-31.345 |
-13.68 |
|
-10.58 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
35.485 |
8/12/24 |
-1.34 |
37.590 |
-5.60 |
38.686 |
-1.097 |
-2.83 |
|
-6.29 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
150.785 |
8/12/24 |
-1.35 |
141.356 |
6.67 |
175.686 |
-34.330 |
-19.54 |
|
-10.29 |
| |  |
 |
 |
 |
|
 |
Boeing |
129.831 |
8/12/24 |
-2.25 |
147.684 |
-12.09 |
157.910 |
-10.225 |
-6.48 |
|
-8.33 |
| |  |
 |
 |
 |
S |
 |
UPS |
98.767 |
8/12/24 |
-0.76 |
107.540 |
-8.16 |
118.594 |
-11.054 |
-9.32 |
|
-12.57 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
128.755 |
8/12/24 |
-0.20 |
125.520 |
2.58 |
158.556 |
-33.036 |
-20.84 |
|
-15.06 |
| |  |
 |
 |
 |
S |
 |
Intel |
15.314 |
8/12/24 |
-1.78 |
24.395 |
-37.22 |
35.914 |
-11.519 |
-32.07 |
|
-18.28 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
7.602 |
8/12/24 |
-2.54 |
8.733 |
-12.95 |
11.662 |
-2.929 |
-25.11 |
|
-21.05 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
8.068 |
8/12/24 |
-4.49 |
9.160 |
-11.92 |
16.205 |
-7.045 |
-43.47 |
|
-46.87 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
65.742 |
8/12/24 |
-4.43 |
80.115 |
-17.94 |
83.821 |
-3.706 |
-4.42 |
|
-34.63 |
| DJCA - 65 out of 65 instruments rated - 7/01/24 / 3/04/24 - 38 did rise, Market-Ratio(17) in GBP = 58.46 % |
| Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions Dow Jones Composite Average in Pound sterling * L17 - 47/43 (1)
|
⇐ |
| |
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | |
| 1/02/06 |
10/01/07 |
637 |
|
- cash - |
| long |
10/01/07 |
11/05/07 |
35 |
 |
 |
 |
Chevron |
100 |
216 |
|
46.138 |
42.362 |
|
-3.775 |
-8 |
9,185 |
-59 |
|
| 11/05/07 |
11/19/07 |
14 |
|
- cash - |
| |
11/19/07 |
1/14/08 |
56 |
 |
 |
 |
Coca-Cola |
100 |
605 |
|
15.160 |
16.431 |
|
1.271 |
8 |
9,954 |
69 |
|
| 1/14/08 |
4/28/08 |
105 |
|
- cash - |
| |
4/28/08 |
7/21/08 |
84 |
 |
 |
 |
CSX |
100 |
2,864 |
|
3.474 |
3.441 |
|
-0.033 |
-1 |
9,859 |
-4 |
|
| 7/21/08 |
2/02/09 |
196 |
|
- cash - |
| |
2/02/09 |
2/09/09 |
7 |
 |
 |
 |
Alaska Air Group |
100 |
2,121 |
|
4.647 |
4.856 |
|
0.209 |
4 |
10,302 |
886 |
|
| 2/09/09 |
5/18/09 |
98 |
|
- cash - |
| |
5/18/09 |
5/03/10 |
350 |
 |
 |
 |
Avis Budget |
100 |
4,559 |
|
2.259 |
9.868 |
|
7.609 |
337 |
44,989 |
365 |
|
| 5/03/10 |
5/10/10 |
7 |
|
- cash - |
| |
5/10/10 |
6/28/10 |
49 |
 |
 |
 |
Avis Budget |
100 |
5,316 |
|
8.462 |
7.376 |
|
-1.086 |
-13 |
39,217 |
-64 |
|
| 6/28/10 |
9/13/10 |
77 |
|
- cash - |
| |
9/13/10 |
8/01/11 |
322 |
 |
 |
 |
Alaska Air Group |
100 |
5,101 |
|
7.687 |
9.142 |
|
1.455 |
19 |
46,638 |
22 |
|
| 8/01/11 |
10/17/11 |
77 |
|
- cash - |
| |
10/17/11 |
10/24/11 |
7 |
 |
 |
 |
Kansas City Southern |
100 |
1,303 |
|
35.781 |
38.540 |
|
2.759 |
8 |
50,233 |
4,709 |
|
| 10/24/11 |
11/28/11 |
35 |
|
- cash - |
| |
11/28/11 |
6/04/12 |
189 |
 |
 |
 |
Kansas City Southern |
100 |
1,174 |
|
42.786 |
40.740 |
|
-2.046 |
-5 |
47,831 |
-9 |
|
| 6/04/12 |
6/11/12 |
7 |
|
- cash - |
| |
6/11/12 |
11/19/12 |
161 |
 |
 |
 |
Visa |
100 |
2,547 |
|
18.777 |
22.927 |
|
4.150 |
22 |
58,401 |
57 |
|
| 11/19/12 |
11/26/12 |
7 |
|
- cash - |
| |
11/26/12 |
9/02/13 |
280 |
 |
 |
 |
Exelon |
100 |
3,193 |
|
18.287 |
19.166 |
|
0.879 |
5 |
61,208 |
6 |
|
| 9/02/13 |
9/16/13 |
14 |
|
- cash - |
| |
9/16/13 |
3/09/15 |
539 |
 |
 |
 |
Delta Air Lines |
100 |
4,203 |
|
14.560 |
29.482 |
|
14.922 |
102 |
123,924 |
61 |
|
| 3/09/15 |
3/16/15 |
7 |
|
- cash - |
| |
3/16/15 |
4/06/15 |
21 |
 |
 |
 |
JetBlue Airways |
100 |
9,824 |
|
12.614 |
12.462 |
|
-0.152 |
-1 |
122,431 |
-19 |
|
| 4/06/15 |
4/13/15 |
7 |
|
- cash - |
| |
4/13/15 |
4/20/15 |
7 |
 |
 |
 |
JetBlue Airways |
100 |
9,050 |
|
13.528 |
13.127 |
|
-0.401 |
-3 |
118,799 |
-79 |
|
| 4/20/15 |
5/04/15 |
14 |
|
- cash - |
| |
5/04/15 |
5/25/15 |
21 |
 |
 |
 |
JetBlue Airways |
100 |
8,324 |
|
14.272 |
13.217 |
|
-1.055 |
-7 |
110,015 |
-74 |
|
| 5/25/15 |
6/01/15 |
7 |
|
- cash - |
| |
6/01/15 |
6/08/15 |
7 |
 |
 |
 |
JetBlue Airways |
100 |
8,076 |
|
13.621 |
12.390 |
|
-1.232 |
-9 |
100,069 |
-99 |
|
| 6/08/15 |
8/17/15 |
70 |
|
- cash - |
| |
8/17/15 |
8/24/15 |
7 |
 |
 |
 |
JetBlue Airways |
100 |
6,391 |
|
15.656 |
13.450 |
|
-2.206 |
-14 |
85,974 |
-100 |
|
| 8/24/15 |
10/12/15 |
49 |
|
- cash - |
| |
10/12/15 |
11/30/15 |
49 |
 |
 |
 |
JetBlue Airways |
100 |
4,911 |
|
17.506 |
16.448 |
|
-1.058 |
-6 |
80,777 |
-37 |
|
| 11/30/15 |
12/21/15 |
21 |
|
- cash - |
| |
12/21/15 |
1/11/16 |
21 |
 |
 |
 |
Nike |
100 |
1,852 |
|
43.606 |
40.949 |
|
-2.657 |
-6 |
75,856 |
-66 |
|
| 1/11/16 |
3/14/16 |
63 |
|
- cash - |
| |
3/14/16 |
11/07/16 |
238 |
 |
 |
 |
NiSource |
100 |
4,762 |
|
15.929 |
19.012 |
|
3.083 |
19 |
90,539 |
31 |
|
| 11/07/16 |
11/21/16 |
14 |
|
- cash - |
| |
11/21/16 |
4/02/18 |
497 |
 |
 |
 |
United Airlines |
100 |
1,639 |
|
55.217 |
47.562 |
|
-7.655 |
-14 |
77,993 |
-10 |
|
| 4/02/18 |
6/04/18 |
63 |
|
- cash - |
| |
6/04/18 |
12/17/18 |
196 |
 |
 |
 |
Intel |
100 |
1,827 |
|
42.688 |
37.316 |
|
-5.373 |
-13 |
68,176 |
-22 |
|
| 12/17/18 |
2/11/19 |
56 |
|
- cash - |
| |
2/11/19 |
8/05/19 |
175 |
 |
 |
 |
AES |
100 |
5,204 |
|
13.099 |
13.433 |
|
0.333 |
3 |
69,912 |
5 |
|
| 8/05/19 |
9/02/19 |
28 |
|
- cash - |
| |
9/02/19 |
3/02/20 |
182 |
 |
 |
 |
American Water |
100 |
662 |
|
105.515 |
102.358 |
|
-3.157 |
-3 |
67,822 |
-6 |
|
| 3/02/20 |
7/06/20 |
126 |
|
- cash - |
| |
7/06/20 |
9/06/21 |
427 |
 |
 |
 |
Apple |
100 |
906 |
|
74.788 |
111.498 |
|
36.710 |
49 |
101,081 |
41 |
|
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | |
| 9/06/21 |
10/18/21 |
42 |
|
- cash - |
| |
10/18/21 |
2/21/22 |
126 |
 |
 |
 |
Avis Budget |
100 |
877 |
|
115.253 |
117.839 |
|
2.586 |
2 |
103,349 |
7 |
|
| 2/21/22 |
3/21/22 |
28 |
|
- cash - |
| |
3/21/22 |
6/13/22 |
84 |
 |
 |
 |
Avis Budget |
100 |
501 |
|
206.051 |
130.575 |
|
-75.476 |
-37 |
65,536 |
-86 |
|
| 6/13/22 |
9/12/22 |
91 |
|
- cash - |
| |
9/12/22 |
9/19/22 |
7 |
 |
 |
 |
AES |
100 |
2,782 |
|
23.553 |
23.290 |
|
-0.263 |
-1 |
64,805 |
-44 |
|
| 9/19/22 |
10/31/22 |
42 |
|
- cash - |
| |
10/31/22 |
12/12/22 |
42 |
 |
 |
 |
PG & E |
100 |
4,978 |
|
13.016 |
13.029 |
|
0.013 |
0 |
64,868 |
1 |
|
| 12/12/22 |
12/26/22 |
14 |
|
- cash - |
| |
12/26/22 |
3/13/23 |
77 |
 |
 |
 |
PG & E |
100 |
4,876 |
|
13.302 |
12.938 |
|
-0.364 |
-3 |
63,094 |
-12 |
|
| 3/13/23 |
4/17/23 |
35 |
|
- cash - |
| |
4/17/23 |
5/08/23 |
21 |
 |
 |
 |
Boeing |
100 |
380 |
|
165.726 |
156.206 |
|
-9.520 |
-6 |
59,477 |
-64 |
|
| 5/08/23 |
6/26/23 |
49 |
|
- cash - |
| |
6/26/23 |
10/02/23 |
98 |
 |
 |
 |
United Airlines |
100 |
1,419 |
|
41.899 |
34.312 |
|
-7.587 |
-18 |
48,710 |
-52 |
|
| 10/02/23 |
12/11/23 |
70 |
|
- cash - |
| |
12/11/23 |
8/12/24 |
245 |
 |
 |
 |
Intel |
100 |
1,371 |
|
35.506 |
15.314 |
|
-20.192 |
-57 |
21,027 |
-71 |
|
| accum | 10/01/07 |
8/12/24 | 5108 |
days out of 7278 invested (70%) |
110 |
21,027 |
5 |
|
Instrument Related Contribution
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| Avis Budget | long | 5/18/09 | 5/03/10 | 350 | 2.26 | 9.87 | | 7.61 | 336.74 | | | |
| | | 5/10/10 | 6/28/10 | 49 | 8.46 | 7.38 | | -1.09 | -12.83 | | | |
| | | 10/18/21 | 2/21/22 | 126 | 115.25 | 117.84 | | 2.59 | 2.24 | | | |
| | | 3/21/22 | 6/13/22 | 84 | 206.05 | 130.58 | | -75.48 | -36.63 | | | 146.67 |
| Delta Air Lines | | 9/16/13 | 3/09/15 | 539 | 14.56 | 29.48 | | 14.92 | 102.48 | | | 102.48 |
| Apple | | 7/06/20 | 9/06/21 | 427 | 74.79 | 111.50 | | 36.71 | 49.09 | | | 49.09 |
| Alaska Air Group | | 2/02/09 | 2/09/09 | 7 | 4.65 | 4.86 | | 0.21 | 4.49 | | | |
| | | 9/13/10 | 8/01/11 | 322 | 7.69 | 9.14 | | 1.45 | 18.92 | | | 24.26 |
| Visa | | 6/11/12 | 11/19/12 | 161 | 18.78 | 22.93 | | 4.15 | 22.10 | | | 22.10 |
| NiSource | | 3/14/16 | 11/07/16 | 238 | 15.93 | 19.01 | | 3.08 | 19.36 | | | 19.36 |
| Coca-Cola | | 11/19/07 | 1/14/08 | 56 | 15.16 | 16.43 | | 1.27 | 8.38 | | | 8.38 |
| Exelon | | 11/26/12 | 9/02/13 | 280 | 18.29 | 19.17 | | 0.88 | 4.81 | | | 4.81 |
| Kansas City Southern | | 10/17/11 | 10/24/11 | 7 | 35.78 | 38.54 | | 2.76 | 7.71 | | | |
| | | 11/28/11 | 6/04/12 | 189 | 42.79 | 40.74 | | -2.05 | -4.78 | | | 2.56 |
| AES | | 2/11/19 | 8/05/19 | 175 | 13.10 | 13.43 | | 0.33 | 2.55 | | | |
| | | 9/12/22 | 9/19/22 | 7 | 23.55 | 23.29 | | -0.26 | -1.12 | | | 1.40 |
| CSX | | 4/28/08 | 7/21/08 | 84 | 3.47 | 3.44 | | -0.03 | -0.95 | | | -0.95 |
| PG & E | | 10/31/22 | 12/12/22 | 42 | 13.02 | 13.03 | | 0.01 | 0.10 | | | |
| | | 12/26/22 | 3/13/23 | 77 | 13.30 | 12.94 | | -0.36 | -2.73 | | | -2.64 |
| American Water | | 9/02/19 | 3/02/20 | 182 | 105.51 | 102.36 | | -3.16 | -2.99 | | | -2.99 |
| Boeing | | 4/17/23 | 5/08/23 | 21 | 165.73 | 156.21 | | -9.52 | -5.74 | | | -5.74 |
| Nike | | 12/21/15 | 1/11/16 | 21 | 43.61 | 40.95 | | -2.66 | -6.09 | | | -6.09 |
| Chevron | | 10/01/07 | 11/05/07 | 35 | 46.14 | 42.36 | | -3.78 | -8.18 | | | -8.18 |
| United Airlines | | 11/21/16 | 4/02/18 | 497 | 55.22 | 47.56 | | -7.66 | -13.86 | | | |
| | | 6/26/23 | 10/02/23 | 98 | 41.90 | 34.31 | | -7.59 | -18.11 | | | -29.46 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| JetBlue Airways | | 3/16/15 | 4/06/15 | 21 | 12.61 | 12.46 | | -0.15 | -1.20 | | | |
| | | 4/13/15 | 4/20/15 | 7 | 13.53 | 13.13 | | -0.40 | -2.97 | | | |
| | | 5/04/15 | 5/25/15 | 21 | 14.27 | 13.22 | | -1.06 | -7.39 | | | |
| | | 6/01/15 | 6/08/15 | 7 | 13.62 | 12.39 | | -1.23 | -9.04 | | | |
| | | 8/17/15 | 8/24/15 | 7 | 15.66 | 13.45 | | -2.21 | -14.09 | | | |
| | | 10/12/15 | 11/30/15 | 49 | 17.51 | 16.45 | | -1.06 | -6.04 | | | -34.82 |
| Intel | | 6/04/18 | 12/17/18 | 196 | 42.69 | 37.32 | | -5.37 | -12.59 | | | |
| | | 12/11/23 | 8/12/24 | 245 | 35.51 | 15.31 | | -20.19 | -56.87 | | | -62.30 |
Annotations
| 3/14/24 | DJCA | | | Component update: Uber Technologies replaces JetBlue Airways |
| 2/26/24 | Walmart | | | stock split 1:3 (three for one) |
| 8/22/23 | Sempra | | | stock split 1:2 (two for one) |
| 6/29/21 | CSX | | | stock split 1:3 (three for one) |
| 12/24/15 | Nike | | | stock split 1:2 (two for one) |
| 10/15/15 | DJCA | | | American Airlines replaces Con-Way |
| 3/19/15 | Visa | | | forward stock split 1:4 (four for one) |
| 3/18/15 | DJIA | | | Apple replaces AT&T |
|
|