Share-o-matic - The Engine for Profitable Investing and Trading

Assessment - Dow Jones Composite Average - 5/06/24 - RS = 17

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	1/08/24	prc diff	⇓ Δ17	∅-RS
		DJCA	12,580.300	Thu	0.59	12,431.000	1.20	12,231.000	200.000	1.64	5.95
	L	Kirby	115.890	Thu	0.77	112.000	3.47	77.800	34.200	43.96	38.38
		Uber Technologies	68.190	Thu	2.70	71.510	-4.64	59.010	12.500	21.18	36.68
	L	American Express	237.510	Thu	0.54	234.330	1.36	189.210	45.120	23.85	33.38
	L	Delta Air Lines	52.365	Thu	0.16	52.930	-1.07	41.630	11.300	27.14	31.94
	L	Goldman Sachs	450.215	Thu	0.73	443.670	1.48	388.860	54.810	14.10	26.63
		Caterpillar	348.450	Thu	1.15	342.100	1.86	292.250	49.850	17.06	24.62
	L	Walt Disney	105.700	Thu	0.25	116.470	-9.25	91.550	24.920	27.22	24.54
		Ryder System	126.130	Thu	0.53	125.680	0.36	113.000	12.680	11.22	24.20
		JP Morgan Chase	196.930	Thu	0.65	192.000	2.57	172.020	19.980	11.61	21.69
	L	United Airlines	52.830	Thu	-0.36	53.970	-2.11	42.920	11.050	25.75	21.08
		Matson	112.955	Thu	1.01	111.690	1.13	113.200	-1.510	-1.33	20.48
		Travelers Companies	217.355	Thu	0.01	215.910	0.67	192.310	23.600	12.27	17.35
		salesforce.com	274.329	Thu	-1.66	275.630	-0.47	260.870	14.760	5.66	16.38
	L	PSEG	72.420	Thu	-0.19	71.340	1.51	62.180	9.160	14.73	15.38
		Microsoft	411.280	Thu	0.18	413.540	-0.55	374.690	38.850	10.37	15.26
		Amgen	308.100	Thu	0.26	299.480	2.88	310.880	-11.400	-3.67	14.41
		Merck (MSD)	129.590	Thu	0.03	127.570	1.58	117.380	10.190	8.68	13.21
	L	NextEra Energy	72.725	Thu	-0.17	71.250	2.07	62.920	8.330	13.24	12.94
		Walmart	60.390	Thu	0.50	59.870	0.87	52.750	7.120	13.50	10.71
		IBM	166.580	Thu	-0.98	168.610	-1.20	161.140	7.470	4.64	10.00
	L	AEP	90.010	Thu	0.35	88.810	1.35	84.510	4.300	5.09	9.62
	L	Alaska Air Group	43.040	Thu	-0.58	43.850	-1.85	37.870	5.980	15.79	9.19
		Visa	277.670	Thu	0.17	272.670	1.83	262.540	10.130	3.86	8.80
	L	Southern	77.140	Thu	-0.63	75.470	2.21	72.160	3.310	4.59	8.59
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	1/08/24	prc diff	⇓ Δ17	∅-RS
	L	Duke Energy	102.290	Thu	-0.09	100.420	1.86	99.390	1.030	1.04	8.42
		Verizon	39.540	Thu	0.15	39.330	0.53	40.100	-0.770	-1.92	7.93
	L	Procter & Gamble	165.660	Thu	0.36	164.440	0.74	148.690	15.750	10.59	7.91
		Union Pacific	247.250	Thu	0.55	239.210	3.36	240.620	-1.410	-0.59	7.44
	L	Dominion Resources	52.330	Thu	0.35	51.410	1.79	49.010	2.400	4.90	7.31
	L	Edison International	73.690	Thu	-0.22	73.020	0.92	73.170	-0.150	-0.21	7.28
	L	Dow	59.110	Thu	0.80	57.340	3.09	55.080	2.260	4.10	7.23
	L	AES	19.470	Thu	0.52	18.880	3.13	19.070	-0.190	-1.00	7.03
	L	Consolidated Edison	97.030	Thu	-0.55	96.130	0.94	93.810	2.320	2.47	5.98
		Home Depot	343.835	Thu	1.48	342.290	0.45	347.930	-5.640	-1.62	5.40
	L	Coca-Cola	62.880	Thu	0.05	62.350	0.85	60.110	2.240	3.73	5.02
	L	FirstEnergy	39.520	Thu	0.13	38.950	1.46	38.380	0.570	1.49	4.63
	L	Chevron	163.480	Thu	0.58	162.300	0.73	149.500	12.800	8.56	4.58
	L	Atmos Energy	121.270	Thu	0.56	119.450	1.52	118.850	0.600	0.50	4.11
		FedEx	260.940	Thu	1.14	260.290	0.25	248.590	11.700	4.71	3.79
	L	American Airlines	14.360	Thu	-0.42	14.650	-1.98	14.580	0.070	0.48	3.34
		Norfolk Southern	225.340	Thu	-2.93	230.470	-2.23	229.710	0.760	0.33	3.25
		CSX	34.575	Thu	1.04	33.680	2.66	34.690	-1.010	-2.91	1.52
		Sempra	75.060	Thu	-0.23	72.710	3.23	76.960	-4.250	-5.52	1.06
		Apple	183.480	Thu	0.40	181.710	0.97	185.560	-3.850	-2.07	0.19
		American Water	132.758	Thu	-0.08	130.250	1.93	133.040	-2.790	-2.10	-0.27
	S	Honeywell	198.770	Thu	0.36	195.000	1.93	202.660	-7.660	-3.78	-0.32
		UnitedHealth	503.305	Thu	0.02	494.380	1.81	536.520	-42.140	-7.85	-1.63
	S	Landstar System	181.185	Thu	0.83	181.390	-0.11	186.770	-5.380	-2.88	-1.82
		3M	96.360	Thu	0.01	96.590	-0.24	108.860	-12.270	-11.27	-1.89
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	1/08/24	prc diff	⇓ Δ17	∅-RS
	L	Exelon	37.915	Thu	0.25	37.550	0.97	36.690	0.860	2.34	-2.46
	S	Expeditors Wash	116.935	Thu	0.09	115.640	1.12	126.270	-10.630	-8.42	-2.80
	S	McDonald´s	267.950	Thu	-0.20	269.300	-0.50	291.900	-22.600	-7.74	-4.69
	S	Johnson & Johnson	149.810	Thu	0.58	148.580	0.83	161.530	-12.950	-8.02	-6.07
		C.H. Robinson	81.430	Thu	0.57	78.750	3.40	87.590	-8.840	-10.09	-6.95
	S	Southwest Airlines	27.130	Thu	-0.18	27.420	-1.06	29.120	-1.700	-5.84	-7.20
	S	Cisco Systems	47.875	Thu	-0.26	47.110	1.62	50.460	-3.350	-6.64	-7.47
	S	Old Dominion FL	185.730	Thu	2.22	180.180	3.08	196.355	-16.175	-8.24	-7.50
		UPS	147.760	Thu	-0.01	146.670	0.74	159.920	-13.250	-8.29	-7.73
		Xcel Energy	54.830	Thu	-0.18	54.360	0.86	63.580	-9.220	-14.50	-8.33
	S	Nike	93.525	Thu	-0.07	93.360	0.18	103.620	-10.260	-9.90	-10.08
	S	J.B. Hunt	170.240	Thu	1.75	166.550	2.22	193.560	-27.010	-13.95	-11.32
	S	Boeing	180.345	Thu		178.350	1.12	229.000	-50.650	-22.12	-13.78
	S	Intel	30.030	Thu	0.10	30.970	-3.04	48.450	-17.480	-36.08	-17.74
		Avis Budget	121.595	Thu	0.96	121.480	0.09	170.830	-49.350	-28.89	-26.31
	S	Walgreens Boots	17.295	Thu	0.38	17.260	0.20	25.630	-8.370	-32.66	-27.13
DJCA - 65 out of 65 instruments rated - 5/06/24 / 1/08/24 - 35 did rise, Market-Ratio(17) = 53.85 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJCA RS = 17 - B/S = 47/43

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

Transactions Dow Jones Composite Average * 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	105	94.440	88.480	-5.960	-6	9,374	-49
11/05/07		11/19/07	14		- cash -
	11/19/07	1/14/08	56		Coca-Cola	100	300	31.150	32.150	1.000	3	9,674	23
1/14/08		4/28/08	105		- cash -
	4/28/08	7/21/08	84		CSX	100	1,402	6.898	6.879	-0.019	0	9,648	-1
7/21/08		2/02/09	196		- cash -
	2/02/09	2/09/09	7		Alaska Air Group	100	1,428	6.755	7.180	0.425	6	10,254	2,308
2/09/09		5/18/09	98		- cash -
	5/18/09	5/03/10	350		Avis Budget	100	2,989	3.430	15.080	11.650	340	45,076	368
5/03/10		5/10/10	7		- cash -
	5/10/10	6/28/10	49		Avis Budget	100	3,597	12.530	11.100	-1.430	-11	39,933	-59
6/28/10		9/13/10	77		- cash -
	9/13/10	8/01/11	322		Alaska Air Group	100	3,382	11.807	15.017	3.210	27	50,789	31
8/01/11		10/17/11	77		- cash -
	10/17/11	10/24/11	7		Kansas City Southern	100	897	56.610	61.470	4.860	9	55,148	7,231
10/24/11		11/28/11	35		- cash -
	11/28/11	6/04/12	189		Kansas City Southern	100	834	66.100	62.540	-3.560	-5	52,179	-10
6/04/12		6/11/12	7		- cash -
	6/11/12	11/19/12	161		Visa	100	1,793	29.088	36.413	7.325	25	65,313	66
11/19/12		11/26/12	7		- cash -
	11/26/12	9/02/13	280		Exelon	100	2,227	29.320	30.090	0.770	3	67,028	3
9/02/13		9/16/13	14		- cash -
	9/16/13	3/09/15	539		Delta Air Lines	100	2,895	23.150	44.570	21.420	93	129,039	56
3/09/15		3/16/15	7		- cash -
	3/16/15	4/06/15	21		JetBlue Airways	100	6,900	18.700	18.555	-0.145	-1	128,038	-13
4/06/15		4/13/15	7		- cash -
	4/13/15	4/20/15	7		JetBlue Airways	100	6,450	19.850	19.570	-0.280	-1	126,232	-52
4/20/15		5/04/15	14		- cash -
	5/04/15	5/25/15	21		JetBlue Airways	100	5,849	21.580	20.445	-1.135	-5	119,594	-61
5/25/15		6/01/15	7		- cash -
	6/01/15	6/08/15	7		JetBlue Airways	100	5,777	20.700	19.015	-1.685	-8	109,859	-99
6/08/15		8/17/15	70		- cash -
	8/17/15	8/24/15	7		JetBlue Airways	100	4,502	24.400	21.220	-3.180	-13	95,543	-100
8/24/15		10/12/15	49		- cash -
	10/12/15	11/30/15	49		JetBlue Airways	100	3,557	26.860	24.740	-2.120	-8	88,002	-46
11/30/15		12/21/15	21		- cash -
	12/21/15	1/11/16	21		Nike	100	1,355	64.900	59.550	-5.350	-8	80,753	-78
1/11/16		3/14/16	63		- cash -
	3/14/16	11/07/16	238		NiSource	100	3,544	22.780	23.260	0.480	2	82,454	3
11/07/16		11/21/16	14		- cash -
	11/21/16	4/02/18	497		United Airlines	100	1,195	68.990	66.770	-2.220	-3	79,801	-2
4/02/18		6/04/18	63		- cash -
	6/04/18	12/17/18	196		Intel	100	1,404	56.830	47.080	-9.750	-17	66,112	-30
12/17/18		2/11/19	56		- cash -
	2/11/19	8/05/19	175		AES	100	3,907	16.920	16.320	-0.600	-4	63,768	-7
8/05/19		9/02/19	28		- cash -
	9/02/19	3/02/20	182		American Water	100	500	127.320	130.840	3.520	3	65,528	6
3/02/20		7/06/20	126		- cash -
	7/06/20	9/06/21	427		Apple	100	701	93.463	154.300	60.838	65	108,175	54
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	683	158.320	160.450	2.130	1	109,630	4
2/21/22		3/21/22	28		- cash -
	3/21/22	6/13/22	84		Avis Budget	100	403	271.630	159.000	-112.630	-41	64,240	-90
6/13/22		9/12/22	91		- cash -
	9/12/22	9/19/22	7		AES	100	2,328	27.590	26.600	-0.990	-4	61,935	-85
9/19/22		10/31/22	42		- cash -
	10/31/22	12/12/22	42		PG & E	100	4,148	14.930	16.010	1.080	7	66,415	83
12/12/22		12/26/22	14		- cash -
	12/26/22	3/13/23	77		PG & E	100	4,135	16.060	15.760	-0.300	-2	65,174	-9
3/13/23		4/17/23	35		- cash -
	4/17/23	5/08/23	21		Boeing	100	317	205.030	197.260	-7.770	-4	62,711	-49
5/08/23		6/26/23	49		- cash -
	6/26/23	10/02/23	98		United Airlines	100	1,176	53.320	41.620	-11.700	-22	48,952	-60
10/02/23		12/11/23	70		- cash -
	12/11/23	5/09/24	150		Intel	100	1,099	44.540	30.030	-14.510	-33	33,006	-62
accum	10/01/07	5/09/24	4533	days out of 6703 invested (68%)						230		33,006	10

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	3.43	15.08	11.65	339.65
		5/10/10	6/28/10	49	12.53	11.10	-1.43	-11.41
		10/18/21	2/21/22	126	158.32	160.45	2.13	1.35
		3/21/22	6/13/22	84	271.63	159.00	-112.63	-41.46	131.05
Delta Air Lines		9/16/13	3/09/15	539	23.15	44.57	21.42	92.53	92.53
Apple		7/06/20	9/06/21	427	93.46	154.30	60.84	65.09	65.09
Alaska Air Group		2/02/09	2/09/09	7	6.76	7.18	0.43	6.29
		9/13/10	8/01/11	322	11.81	15.02	3.21	27.19	35.19
Visa		6/11/12	11/19/12	161	29.09	36.41	7.33	25.18	25.18
PG & E		10/31/22	12/12/22	42	14.93	16.01	1.08	7.23
		12/26/22	3/13/23	77	16.06	15.76	-0.30	-1.87	5.23
Coca-Cola		11/19/07	1/14/08	56	31.15	32.15	1.00	3.21	3.21
American Water		9/02/19	3/02/20	182	127.32	130.84	3.52	2.76	2.76
Kansas City Southern		10/17/11	10/24/11	7	56.61	61.47	4.86	8.59
		11/28/11	6/04/12	189	66.10	62.54	-3.56	-5.39	2.74
Exelon		11/26/12	9/02/13	280	29.32	30.09	0.77	2.63	2.63
NiSource		3/14/16	11/07/16	238	22.78	23.26	0.48	2.11	2.11
CSX		4/28/08	7/21/08	84	6.90	6.88	-0.02	-0.28	-0.28
Boeing		4/17/23	5/08/23	21	205.03	197.26	-7.77	-3.79	-3.79
Chevron		10/01/07	11/05/07	35	94.44	88.48	-5.96	-6.31	-6.31
AES		2/11/19	8/05/19	175	16.92	16.32	-0.60	-3.55
		9/12/22	9/19/22	7	27.59	26.60	-0.99	-3.59	-7.01
Nike		12/21/15	1/11/16	21	64.90	59.55	-5.35	-8.24	-8.24
United Airlines		11/21/16	4/02/18	497	68.99	66.77	-2.22	-3.22
		6/26/23	10/02/23	98	53.32	41.62	-11.70	-21.94	-24.45
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	18.70	18.56	-0.15	-0.78
		4/13/15	4/20/15	7	19.85	19.57	-0.28	-1.41
		5/04/15	5/25/15	21	21.58	20.45	-1.14	-5.26
		6/01/15	6/08/15	7	20.70	19.02	-1.69	-8.14
		8/17/15	8/24/15	7	24.40	21.22	-3.18	-13.03
		10/12/15	11/30/15	49	26.86	24.74	-2.12	-7.89	-31.80
Intel		6/04/18	12/17/18	196	56.83	47.08	-9.75	-17.16
		12/11/23	5/09/24	150	44.54	30.03	-14.51	-32.58	-44.14

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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