Share-o-matic - Assessment DJCA (Dow Jones Composite Average)

Assessment - Dow Jones Composite Average - 5/06/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
		DJCA	12,646.500	Fri	0.33	12,431.000	1.73	11,196.500	1,234.500	11.03	5.95
	L	Kirby	114.970	Fri	-0.87	112.000	2.65	76.740	35.260	45.95	38.38
		Uber Technologies	66.990	Fri	-1.38	71.510	-6.32	48.140	23.370	48.55	36.68
	L	American Express	242.300	Fri	1.32	234.330	3.40	152.990	81.340	53.17	33.38
	L	Delta Air Lines	52.600	Fri	-0.28	52.930	-0.62	32.920	20.010	60.78	31.94
	L	Goldman Sachs	454.730	Fri	-0.18	443.670	2.49	323.910	119.760	36.97	26.63
		Caterpillar	354.790	Fri	0.86	342.100	3.71	238.280	103.820	43.57	24.62
	L	Walt Disney	105.790	Fri	-0.01	116.470	-9.17	84.020	32.450	38.62	24.54
		Ryder System	126.640	Fri	-0.60	125.680	0.76	100.510	25.170	25.04	24.20
		JP Morgan Chase	198.770	Fri	0.64	192.000	3.53	144.080	47.920	33.26	21.69
	L	United Airlines	52.720	Fri	0.17	53.970	-2.32	36.760	17.210	46.82	21.08
		Matson	116.140	Fri	1.65	111.690	3.98	91.200	20.490	22.47	20.48
		Travelers Companies	218.500	Fri	-0.42	215.910	1.20	169.550	46.360	27.34	17.35
		salesforce.com	276.670	Fri	0.55	275.630	0.38	207.420	68.210	32.88	16.38
	L	PSEG	74.010	Fri	0.56	71.340	3.74	63.020	8.320	13.20	15.38
		Microsoft	414.740	Fri	0.59	413.540	0.29	356.530	57.010	15.99	15.26
		Amgen	310.150	Fri	-0.87	299.480	3.56	272.830	26.650	9.77	14.41
		Merck (MSD)	130.060	Fri	-0.13	127.570	1.95	104.340	23.230	22.26	13.21
	L	NextEra Energy	73.790	Fri	-1.06	71.250	3.56	59.040	12.210	20.68	12.94
		Walmart	60.480	Fri	0.07	59.870	1.02	54.960	4.910	8.93	10.71
		IBM	167.150	Fri	0.53	168.610	-0.87	148.970	19.640	13.18	10.00
	L	AEP	91.610	Fri	0.73	88.810	3.15	79.250	9.560	12.06	9.62
	L	Alaska Air Group	43.760	Fri	-0.23	43.850	-0.21	32.840	11.010	33.53	9.19
		Visa	280.740	Fri	0.79	272.670	2.96	243.490	29.180	11.98	8.80
	L	Southern	78.140	Fri	-0.14	75.470	3.54	69.230	6.240	9.01	8.59
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
	L	Duke Energy	102.670	Fri	-0.34	100.420	2.24	89.720	10.700	11.93	8.42
		Verizon	40.400	Fri	1.53	39.330	2.72	35.640	3.690	10.35	7.93
	L	Procter & Gamble	166.850	Fri	0.49	164.440	1.47	150.940	13.500	8.94	7.91
		Union Pacific	247.400	Fri	0.32	239.210	3.42	213.100	26.110	12.25	7.44
	L	Dominion Resources	53.070	Fri	0.44	51.410	3.23	45.590	5.820	12.77	7.31
	L	Edison International	74.890	Fri	0.17	73.020	2.56	63.880	9.140	14.31	7.28
	L	Dow	59.410	Fri	-0.07	57.340	3.61	49.340	8.000	16.21	7.23
	L	AES	19.940	Fri	-0.25	18.880	5.61	16.340	2.540	15.54	7.03
	L	Consolidated Edison	97.700	Fri	-0.43	96.130	1.63	90.540	5.590	6.17	5.98
		Home Depot	346.430	Fri	-0.29	342.290	1.21	294.570	47.720	16.20	5.40
	L	Coca-Cola	63.260	Fri	0.60	62.350	1.46	56.970	5.380	9.44	5.02
	L	FirstEnergy	39.940	Fri	0.25	38.950	2.54	35.970	2.980	8.28	4.63
	L	Chevron	165.820	Fri	0.22	162.300	2.17	147.000	15.300	10.41	4.58
	L	Atmos Energy	117.180	Fri	-2.10	119.450	-1.90	110.700	8.750	7.90	4.11
		FedEx	265.730	Fri	1.40	260.290	2.09	245.330	14.960	6.10	3.79
	L	American Airlines	14.400	Fri	-0.55	14.650	-1.71	11.660	2.990	25.64	3.34
		Norfolk Southern	230.290	Fri	1.75	230.470	-0.08	195.280	35.190	18.02	3.25
		CSX	34.380	Fri	-0.35	33.680	2.08	30.380	3.300	10.86	1.52
		Sempra	77.180	Fri	1.33	72.710	6.15	71.880	0.830	1.15	1.06
		Apple	183.050	Fri	-0.69	181.710	0.74	179.230	2.480	1.38	0.19
		American Water	135.500	Fri	0.83	130.250	4.03	127.580	2.670	2.09	-0.27
	S	Honeywell	202.920	Fri	1.14	195.000	4.06	187.500	7.500	4.00	-0.32
		UnitedHealth	512.810	Fri	1.14	494.380	3.73	533.460	-39.080	-7.33	-1.63
	S	Landstar System	184.570	Fri	1.14	181.390	1.75	170.730	10.660	6.24	-1.82
		3M	98.930	Fri	1.64	96.590	2.42	93.520	3.070	3.28	-1.89
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
	L	Exelon	37.670	Fri	-0.74	37.550	0.32	40.020	-2.470	-6.17	-2.46
	S	Expeditors Wash	118.330	Fri	1.11	115.640	2.33	111.490	4.150	3.72	-2.80
	S	McDonald´s	275.000	Fri	2.63	269.300	2.12	268.910	0.390	0.15	-4.69
	S	Johnson & Johnson	149.910	Fri	0.04	148.580	0.90	151.700	-3.120	-2.06	-6.07
		C.H. Robinson	82.720	Fri	1.80	78.750	5.04	82.000	-3.250	-3.96	-6.95
	S	Southwest Airlines	27.360	Fri	0.29	27.420	-0.22	23.530	3.890	16.53	-7.20
	S	Cisco Systems	48.060	Fri	0.56	47.110	2.02	53.290	-6.180	-11.60	-7.47
	S	Old Dominion FL	185.040	Fri	1.03	180.180	2.70	197.020	-16.840	-8.55	-7.50
		UPS	147.370	Fri	0.64	146.670	0.48	142.270	4.400	3.09	-7.73
		Xcel Energy	55.460	Fri	0.40	54.360	2.02	60.560	-6.200	-10.24	-8.33
	S	Nike	90.940	Fri	-2.62	93.360	-2.59	107.250	-13.890	-12.95	-10.08
	S	J.B. Hunt	170.590	Fri	0.34	166.550	2.43	174.830	-8.280	-4.74	-11.32
	S	Boeing	178.510	Fri	-1.51	178.350	0.09	192.950	-14.600	-7.57	-13.78
	S	Intel	29.850	Fri	-0.80	30.970	-3.62	37.950	-6.980	-18.39	-17.74
		Avis Budget	119.360	Fri	-0.71	121.480	-1.75	200.440	-78.960	-39.39	-26.31
	S	Walgreens Boots	17.190	Fri	-0.35	17.260	-0.41	21.770	-4.510	-20.72	-27.13
DJCA - 65 out of 65 instruments rated - 5/06/24 / 11/06/23 - 52 did rise, Market-Ratio(26) = 80.00 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJCA RS = 26 - B/S = 60/40

1/06/20	scale up chart	5/06/24

Transactions Dow Jones Composite Average * 26 - 60/40 (2)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		11/05/07	672		- cash -
short	11/05/07	1/28/08	84		JetBlue Airways	50	584	8.550	4.940	14.798	6.248	73	13,649	984
					Alaska Air Group	50	840	5.955	5.937	5.973	0.018	0	13,664	1
100							37						288
long	1/28/08	2/18/08	21		Kirby	50	158	42.980	48.640		5.660	13	14,558	759
					J.B. Hunt	50	246	27.900	29.470		1.570	6	14,945	159
100							9						375
short	2/18/08	7/20/09	518		JetBlue Airways	50	1,222	6.110	4.750	7.859	1.749	29	17,082	19
					Avis Budget	50	612	12.210	7.190	20.735	8.525	70	22,300	45
100							49						33
long	7/20/09	6/07/10	322		Avis Budget	50	1,550	7.190	10.390		3.200	45	27,260	52
					Goldman Sachs	50	69	160.030	138.680		-21.350	-13	25,786	-15
100							16						18
short	6/07/10	7/19/10	42		Exxon Mobil	50	217	59.300	58.430	60.183	0.883	1	25,978	14
					Exelon	50	342	37.730	41.820	33.640	-4.090	-11	24,579	-63
100							-5						-34
long	7/19/10	8/01/11	378		United Airlines	50	580	21.180	17.990		-3.190	-15	22,729	-15
					Alaska Air Group	50	1,031	11.925	15.017		3.092	26	25,917	25
100							5						5
short	8/01/11	12/19/11	140		Cisco Systems	50	818	15.830	17.690	13.970	-1.860	-12	24,395	-28
					Delta Air Lines	50	1,662	7.800	8.510	7.090	-0.710	-9	23,215	-22
100							-10						-25
long	12/19/11	6/08/15	1267		Kirby	50	184	62.800	76.580		13.780	22	25,751	6
					Visa	50	473	24.645	67.680		43.035	175	46,107	34
100							99						22
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	6/08/15	2/22/16	259		Kirby	50	301	76.580	55.290	106.068	29.488	39	54,982	58
					Kansas City Southern	50	247	93.120	83.010	104.461	11.341	12	57,784	18
100							25						38
long	2/22/16	12/24/18	1036		NiSource	50	1,318	21.910	24.890		2.980	14	61,711	5
					American Water	50	436	66.270	86.310		20.040	30	70,449	10
100							22						7
short	12/24/18	4/15/19	112		PG & E	50	1,521	23.150	23.720	22.580	-0.570	-2	69,582	-8
					Avis Budget	50	1,574	22.380	35.400	9.360	-13.020	-58	49,088	-94
100							-30						-69
long	4/15/19	3/09/20	329		Procter & Gamble	50	232	105.730	116.060		10.330	10	51,485	11
					AES	50	1,357	18.090	14.580		-3.510	-19	46,722	-21
100							-5						-5
short	3/09/20	9/07/20	182		United Airlines	50	499	46.780	38.210	57.272	10.492	22	51,957	50
					American Airlines	50	1,584	14.750	13.610	15.986	1.236	8	53,914	18
100							15						33
long	9/07/20	5/09/22	609		Apple	50	222	120.960	152.060		31.100	26	60,819	15
					FedEx	50	119	226.120	208.430		-17.690	-8	58,713	-5
100							9						5
short	5/09/22	12/12/22	217		Boeing	50	220	133.310	186.270	80.350	-52.960	-40	47,062	-57
					JetBlue Airways	50	2,974	9.880	7.690	12.694	2.814	28	55,430	52
100							-6						-9
long	12/12/22	3/13/23	91		AES	50	952	29.110	22.900		-6.210	-21	49,518	-62
					PG & E	50	1,731	16.010	15.760		-0.250	-2	49,086	-6
100							-11						-39
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	3/13/23	3/27/23	14		3M	50	237	103.500	101.490	105.550	2.050	2	49,571	67
					Dominion Resources	50	453	54.200	54.130	54.270	0.070	0	49,603	3
100							1						31
long	3/27/23	5/29/23	63		Boeing	50	123	200.570	203.630		3.060	2	49,979	9
					salesforce.com	50	130	191.260	215.440		24.180	13	53,123	99
100							7						49
short	5/29/23	7/24/23	56		3M	50	273	96.940	104.270	89.610	-7.330	-8	51,122	-40
					Dominion Resources	50	534	49.860	53.890	45.830	-4.030	-8	48,970	-42
100							-8						-41
long	7/24/23	10/02/23	70		Delta Air Lines	50	515	47.480	36.450		-11.030	-23	43,289	-75
					salesforce.com	50	108	225.660	203.710		-21.950	-10	40,919	-41
100							-16						-61
short	10/02/23	12/04/23	63		AES	50	1,444	14.160	17.980	10.340	-3.820	-27	35,403	-84
					JetBlue Airways	50	4,412	4.640	4.840	4.440	-0.200	-4	34,520	-23
100							-16						-63
long	12/04/23	5/10/24	158		Matson	50	173	99.470	116.140		16.670	17	37,404	43
					salesforce.com	50	69	250.660	276.670		26.010	10	39,199	26
100							14						34
accum	11/05/07	5/10/24	6032	days out of 6704 invested (90%)							292		39,199	9

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Visa	long	12/19/11	6/08/15	1267	24.65	67.68		43.04	174.62	50	87.31	87.31
JetBlue Airways	short	11/05/07	1/28/08	84	8.55	4.94	14.80	6.25	73.08		36.54
	short	2/18/08	7/20/09	518	6.11	4.75	7.86	1.75	28.63		14.32
	short	5/09/22	12/12/22	217	9.88	7.69	12.69	2.81	28.48		14.24
	short	10/02/23	12/04/23	63	4.64	4.84	4.44	-0.20	-4.31		-2.16	74.47
Kirby	long	1/28/08	2/18/08	21	42.98	48.64		5.66	13.17		6.58
	long	12/19/11	6/08/15	1267	62.80	76.58		13.78	21.94		10.97
	short	6/08/15	2/22/16	259	76.58	55.29	106.07	29.49	38.51		19.25	41.05
Avis Budget	short	2/18/08	7/20/09	518	12.21	7.19	20.73	8.52	69.82		34.91
	long	7/20/09	6/07/10	322	7.19	10.39		3.20	44.51		22.25
	short	12/24/18	4/15/19	112	22.38	35.40	9.36	-13.02	-58.18		-29.09	16.96
American Water	long	2/22/16	12/24/18	1036	66.27	86.31		20.04	30.24		15.12	15.12
Alaska Air Group	short	11/05/07	1/28/08	84	5.96	5.94	5.97	0.02	0.30		0.15
	long	7/19/10	8/01/11	378	11.93	15.02		3.09	25.93		12.96	13.14
Apple	long	9/07/20	5/09/22	609	120.96	152.06		31.10	25.71		12.86	12.86
Matson	long	12/04/23	5/10/24	158	99.47	116.14		16.67	16.76		8.38	8.38
NiSource	long	2/22/16	12/24/18	1036	21.91	24.89		2.98	13.60		6.80	6.80
salesforce.com	long	3/27/23	5/29/23	63	191.26	215.44		24.18	12.64		6.32
	long	7/24/23	10/02/23	70	225.66	203.71		-21.95	-9.73		-4.86
	long	12/04/23	5/10/24	158	250.66	276.67		26.01	10.38		5.19	6.40
Kansas City Southern	short	6/08/15	2/22/16	259	93.12	83.01	104.46	11.34	12.18		6.09	6.09
Procter & Gamble	long	4/15/19	3/09/20	329	105.73	116.06		10.33	9.77		4.89	4.89
American Airlines	short	3/09/20	9/07/20	182	14.75	13.61	15.99	1.24	8.38		4.19	4.19
United Airlines	long	7/19/10	8/01/11	378	21.18	17.99		-3.19	-15.06		-7.53
	short	3/09/20	9/07/20	182	46.78	38.21	57.27	10.49	22.43		11.21	2.84
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
J.B. Hunt	long	1/28/08	2/18/08	21	27.90	29.47		1.57	5.63		2.81	2.81
Exxon Mobil	short	6/07/10	7/19/10	42	59.30	58.43	60.18	0.88	1.49		0.74	0.74
PG & E	short	12/24/18	4/15/19	112	23.15	23.72	22.58	-0.57	-2.46		-1.23
	long	12/12/22	3/13/23	91	16.01	15.76		-0.25	-1.56		-0.78	-2.00
3M	short	3/13/23	3/27/23	14	103.50	101.49	105.55	2.05	1.98		0.99
	short	5/29/23	7/24/23	56	96.94	104.27	89.61	-7.33	-7.56		-3.78	-2.83
FedEx	long	9/07/20	5/09/22	609	226.12	208.43		-17.69	-7.82		-3.91	-3.91
Dominion Resources	short	3/13/23	3/27/23	14	54.20	54.13	54.27	0.07	0.13		0.06
	short	5/29/23	7/24/23	56	49.86	53.89	45.83	-4.03	-8.08		-4.04	-3.98
Exelon	short	6/07/10	7/19/10	42	37.73	41.82	33.64	-4.09	-10.84		-5.42	-5.42
Cisco Systems	short	8/01/11	12/19/11	140	15.83	17.69	13.97	-1.86	-11.75		-5.87	-5.87
Goldman Sachs	long	7/20/09	6/07/10	322	160.03	138.68		-21.35	-13.34		-6.67	-6.67
Delta Air Lines	short	8/01/11	12/19/11	140	7.80	8.51	7.09	-0.71	-9.10		-4.55
	long	7/24/23	10/02/23	70	47.48	36.45		-11.03	-23.23		-11.62	-15.64
Boeing	short	5/09/22	12/12/22	217	133.31	186.27	80.35	-52.96	-39.73		-19.86
	long	3/27/23	5/29/23	63	200.57	203.63		3.06	1.53		0.76	-19.25
AES	long	4/15/19	3/09/20	329	18.09	14.58		-3.51	-19.40		-9.70
	long	12/12/22	3/13/23	91	29.11	22.90		-6.21	-21.33		-10.67
	short	10/02/23	12/04/23	63	14.16	17.98	10.34	-3.82	-26.98		-13.49	-30.21

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


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