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

Assessment - Dow Jones Composite Average - 5/06/24 - RS = 21

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ21	∅-RS
		DJCA	12,646.500	Fri	0.33	12,431.000	1.73	11,882.800	548.200	4.61	5.95
	L	Kirby	114.970	Fri	-0.87	112.000	2.65	73.940	38.060	51.47	38.38
		Uber Technologies	66.990	Fri	-1.38	71.510	-6.32	62.460	9.050	14.49	36.68
	L	American Express	242.300	Fri	1.32	234.330	3.40	168.390	65.940	39.16	33.38
	L	Delta Air Lines	52.600	Fri	-0.28	52.930	-0.62	40.510	12.420	30.66	31.94
	L	Goldman Sachs	454.730	Fri	-0.18	443.670	2.49	351.760	91.910	26.13	26.63
		Caterpillar	354.790	Fri	0.86	342.100	3.71	260.920	81.180	31.11	24.62
	L	Walt Disney	105.790	Fri	-0.01	116.470	-9.17	92.200	24.270	26.32	24.54
		Ryder System	126.640	Fri	-0.60	125.680	0.76	108.270	17.410	16.08	24.20
		JP Morgan Chase	198.770	Fri	0.64	192.000	3.53	159.100	32.900	20.68	21.69
	L	United Airlines	52.720	Fri	0.17	53.970	-2.32	40.560	13.410	33.06	21.08
		Matson	116.140	Fri	1.65	111.690	3.98	99.850	11.840	11.86	20.48
		Travelers Companies	218.500	Fri	-0.42	215.910	1.20	182.350	33.560	18.40	17.35
		salesforce.com	276.670	Fri	0.55	275.630	0.38	252.100	23.530	9.33	16.38
	L	PSEG	74.010	Fri	0.56	71.340	3.74	62.980	8.360	13.27	15.38
		Microsoft	414.740	Fri	0.59	413.540	0.29	371.300	42.240	11.38	15.26
		Amgen	310.150	Fri	-0.87	299.480	3.56	272.140	27.340	10.05	14.41
		Merck (MSD)	130.060	Fri	-0.13	127.570	1.95	104.370	23.200	22.23	13.21
	L	NextEra Energy	73.790	Fri	-1.06	71.250	3.56	59.710	11.540	19.33	12.94
		Walmart	60.480	Fri	0.07	59.870	1.02	50.413	9.457	18.76	10.71
		IBM	167.150	Fri	0.53	168.610	-0.87	163.510	5.100	3.12	10.00
	L	AEP	91.610	Fri	0.73	88.810	3.15	80.490	8.320	10.34	9.62
	L	Alaska Air Group	43.760	Fri	-0.23	43.850	-0.21	35.750	8.100	22.66	9.19
		Visa	280.740	Fri	0.79	272.670	2.96	256.520	16.150	6.30	8.80
	L	Southern	78.140	Fri	-0.14	75.470	3.54	71.360	4.110	5.76	8.59
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ21	∅-RS
	L	Duke Energy	102.670	Fri	-0.34	100.420	2.24	95.360	5.060	5.31	8.42
		Verizon	40.400	Fri	1.53	39.330	2.72	37.670	1.660	4.41	7.93
	L	Procter & Gamble	166.850	Fri	0.49	164.440	1.47	145.820	18.620	12.77	7.91
		Union Pacific	247.400	Fri	0.32	239.210	3.42	232.030	7.180	3.09	7.44
	L	Dominion Resources	53.070	Fri	0.44	51.410	3.23	47.650	3.760	7.89	7.31
	L	Edison International	74.890	Fri	0.17	73.020	2.56	68.030	4.990	7.33	7.28
	L	Dow	59.410	Fri	-0.07	57.340	3.61	51.280	6.060	11.82	7.23
	L	AES	19.940	Fri	-0.25	18.880	5.61	18.050	0.830	4.60	7.03
	L	Consolidated Edison	97.700	Fri	-0.43	96.130	1.63	91.870	4.260	4.64	5.98
		Home Depot	346.430	Fri	-0.29	342.290	1.21	331.330	10.960	3.31	5.40
	L	Coca-Cola	63.260	Fri	0.60	62.350	1.46	59.040	3.310	5.61	5.02
	L	FirstEnergy	39.940	Fri	0.25	38.950	2.54	37.260	1.690	4.54	4.63
	L	Chevron	165.820	Fri	0.22	162.300	2.17	144.350	17.950	12.44	4.58
	L	Atmos Energy	117.180	Fri	-2.10	119.450	-1.90	113.320	6.130	5.41	4.11
		FedEx	265.730	Fri	1.40	260.290	2.09	271.380	-11.090	-4.09	3.79
	L	American Airlines	14.400	Fri	-0.55	14.650	-1.71	13.720	0.930	6.78	3.34
		Norfolk Southern	230.290	Fri	1.75	230.470	-0.08	221.750	8.720	3.93	3.25
		CSX	34.380	Fri	-0.35	33.680	2.08	33.200	0.480	1.45	1.52
		Sempra	77.180	Fri	1.33	72.710	6.15	73.940	-1.230	-1.66	1.06
		Apple	183.050	Fri	-0.69	181.710	0.74	193.180	-11.470	-5.94	0.19
		American Water	135.500	Fri	0.83	130.250	4.03	130.710	-0.460	-0.35	-0.27
	S	Honeywell	202.920	Fri	1.14	195.000	4.06	200.390	-5.390	-2.69	-0.32
		UnitedHealth	512.810	Fri	1.14	494.380	3.73	543.680	-49.300	-9.07	-1.63
	S	Landstar System	184.570	Fri	1.14	181.390	1.75	181.400	-0.010	-0.01	-1.82
		3M	98.930	Fri	1.64	96.590	2.42	103.160	-6.570	-6.37	-1.89
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ21	∅-RS
	L	Exelon	37.670	Fri	-0.74	37.550	0.32	39.520	-1.970	-4.98	-2.46
	S	Expeditors Wash	118.330	Fri	1.11	115.640	2.33	120.380	-4.740	-3.94	-2.80
	S	McDonald´s	275.000	Fri	2.63	269.300	2.12	289.150	-19.850	-6.86	-4.69
	S	Johnson & Johnson	149.910	Fri	0.04	148.580	0.90	155.060	-6.480	-4.18	-6.07
		C.H. Robinson	82.720	Fri	1.80	78.750	5.04	84.420	-5.670	-6.72	-6.95
	S	Southwest Airlines	27.360	Fri	0.29	27.420	-0.22	29.340	-1.920	-6.54	-7.20
	S	Cisco Systems	48.060	Fri	0.56	47.110	2.02	49.390	-2.280	-4.62	-7.47
	S	Old Dominion FL	185.040	Fri	1.03	180.180	2.70	189.440	-9.260	-4.89	-7.50
		UPS	147.370	Fri	0.64	146.670	0.48	155.780	-9.110	-5.85	-7.73
		Xcel Energy	55.460	Fri	0.40	54.360	2.02	61.550	-7.190	-11.68	-8.33
	S	Nike	90.940	Fri	-2.62	93.360	-2.59	118.610	-25.250	-21.29	-10.08
	S	J.B. Hunt	170.590	Fri	0.34	166.550	2.43	192.670	-26.120	-13.56	-11.32
	S	Boeing	178.510	Fri	-1.51	178.350	0.09	248.080	-69.730	-28.11	-13.78
	S	Intel	29.850	Fri	-0.80	30.970	-3.62	44.540	-13.570	-30.47	-17.74
		Avis Budget	119.360	Fri	-0.71	121.480	-1.75	197.460	-75.980	-38.48	-26.31
	S	Walgreens Boots	17.190	Fri	-0.35	17.260	-0.41	23.000	-5.740	-24.96	-27.13
DJCA - 65 out of 65 instruments rated - 5/06/24 / 12/11/23 - 41 did rise, Market-Ratio(21) = 63.08 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJCA RS = 21 - B/S = 14/13

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

Transactions Dow Jones Composite Average * A21 - 14/13 (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		9/29/08	1001		- cash -
short	9/29/08	10/27/08	28		Avis Budget	100	1,639	6.100	1.400	26.579	20.479	336	43,564	> 999,999
long	10/27/08	11/03/08	7		Walmart	100	2,631	16.557	18.657		2.100	13	49,090	50,504
short	11/03/08	11/24/08	21		Avis Budget	100	22,415	2.190	0.550	8.720	6.530	298	195,464	> 999,999
long	11/24/08	1/05/09	42		Walmart	100	11,112	17.590	18.840		1.250	7	209,354	82
short	1/05/09	3/16/09	70		Avis Budget	100	261,692	0.800	0.440	1.455	0.655	82	380,631	2,158
long	3/16/09	3/23/09	7		PG & E	100	10,332	36.840	40.330		3.490	9	416,690	11,111
short	3/23/09	3/30/09	7		Avis Budget	100	496,059	0.840	0.830	0.850	0.010	1	421,700	86
long	3/30/09	8/24/15	2338		Verizon	100	13,954	30.220	44.740		14.520	48	624,312	6
short	8/24/15	8/31/15	7		Chevron	100	8,656	72.120	80.990	63.250	-8.870	-12	547,534	-100
long	8/31/15	3/16/20	1659		JetBlue Airways	100	24,531	22.320	10.610		-11.710	-52	260,276	-15
short	3/16/20	4/27/20	42		Boeing	100	2,008	129.610	128.680	130.547	0.937	1	262,156	6
long	4/27/20	5/04/20	7		Apple	100	3,703	70.793	73.290		2.498	4	271,405	510
short	5/04/20	5/18/20	14		United Airlines	100	10,744	25.260	24.130	26.443	1.183	5	284,114	230
long	5/18/20	5/25/20	7		Apple	100	3,608	78.740	79.723		0.983	1	287,659	91
short	5/25/20	6/01/20	7		United Airlines	100	11,325	25.400	29.460	21.340	-4.060	-16	241,679	-100
long	6/01/20	6/22/20	21		Apple	100	3,003	80.463	89.718		9.255	12	269,472	563
short	6/22/20	7/06/20	14		United Airlines	100	7,374	36.540	35.210	37.920	1.380	4	279,650	163
long	7/06/20	6/20/22	714		Apple	100	2,992	93.463	131.560		38.098	41	393,637	19
short	6/20/22	6/27/22	7		JetBlue Airways	100	46,093	8.540	8.760	8.320	-0.220	-3	383,497	-74
long	6/27/22	9/26/22	91		Chevron	100	2,598	147.570	140.960		-6.610	-4	366,324	-17
short	9/26/22	10/17/22	21		JetBlue Airways	100	55,252	6.630	6.850	6.410	-0.220	-3	354,169	-44
long	10/17/22	5/06/24	567		PG & E	100	25,011	14.160	17.670		3.510	25	441,957	15
accum	9/29/08	5/06/24	5704	days out of 6705 invested (85%)							4,320		441,957	27

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Avis Budget	short	9/29/08	10/27/08	28	6.10	1.40	26.58	20.48	335.71
	short	11/03/08	11/24/08	21	2.19	0.55	8.72	6.53	298.18
	short	1/05/09	3/16/09	70	0.80	0.44	1.45	0.65	81.81
	short	3/23/09	3/30/09	7	0.84	0.83	0.85	0.01	1.20	3,092.27
Apple	long	4/27/20	5/04/20	7	70.79	73.29		2.50	3.53
	long	5/18/20	5/25/20	7	78.74	79.72		0.98	1.25
	long	6/01/20	6/22/20	21	80.46	89.72		9.26	11.50
	long	7/06/20	6/20/22	714	93.46	131.56		38.10	40.76	64.52
Verizon	long	3/30/09	8/24/15	2338	30.22	44.74		14.52	48.05	48.05
PG & E	long	3/16/09	3/23/09	7	36.84	40.33		3.49	9.47
	long	10/17/22	5/06/24	567	14.16	17.67		3.51	24.79	36.61
Walmart	long	10/27/08	11/03/08	7	16.56	18.66		2.10	12.68
	long	11/24/08	1/05/09	42	17.59	18.84		1.25	7.11	20.69
Boeing	short	3/16/20	4/27/20	42	129.61	128.68	130.55	0.94	0.72	0.72
United Airlines	short	5/04/20	5/18/20	14	25.26	24.13	26.44	1.18	4.68
	short	5/25/20	6/01/20	7	25.40	29.46	21.34	-4.06	-15.98
	short	6/22/20	7/06/20	14	36.54	35.21	37.92	1.38	3.78	-8.73
Chevron	short	8/24/15	8/31/15	7	72.12	80.99	63.25	-8.87	-12.30
	long	6/27/22	9/26/22	91	147.57	140.96		-6.61	-4.48	-16.23
JetBlue Airways	long	8/31/15	3/16/20	1659	22.32	10.61		-11.71	-52.46
	short	6/20/22	6/27/22	7	8.54	8.76	8.32	-0.22	-2.58
	short	9/26/22	10/17/22	21	6.63	6.85	6.41	-0.22	-3.32	-55.23

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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