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

Assessment - Dow Jones Composite Average - 5/06/24 - RS = 29

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ29	∅-RS
		DJCA	12,580.300	Thu	0.59	12,431.000	1.20	11,242.300	1,188.700	10.57	5.95
	L	Kirby	115.890	Thu	0.77	112.000	3.47	82.000	30.000	36.59	38.38
		Uber Technologies	68.190	Thu	2.70	71.510	-4.64	44.710	26.800	59.94	36.68
	L	American Express	237.510	Thu	0.54	234.330	1.36	152.790	81.540	53.37	33.38
	L	Delta Air Lines	52.365	Thu	0.16	52.930	-1.07	34.420	18.510	53.78	31.94
	L	Goldman Sachs	450.215	Thu	0.73	443.670	1.48	314.390	129.280	41.12	26.63
		Caterpillar	348.450	Thu	1.15	342.100	1.86	270.790	71.310	26.33	24.62
	L	Walt Disney	105.700	Thu	0.25	116.470	-9.25	85.710	30.760	35.89	24.54
		Ryder System	126.130	Thu	0.53	125.680	0.36	103.590	22.090	21.32	24.20
		JP Morgan Chase	196.930	Thu	0.65	192.000	2.57	147.850	44.150	29.86	21.69
	L	United Airlines	52.830	Thu	-0.36	53.970	-2.11	39.530	14.440	36.53	21.08
		Matson	112.955	Thu	1.01	111.690	1.13	89.790	21.900	24.39	20.48
		Travelers Companies	217.355	Thu	0.01	215.910	0.67	167.650	48.260	28.79	17.35
		salesforce.com	274.329	Thu	-1.66	275.630	-0.47	208.530	67.100	32.18	16.38
	L	PSEG	72.420	Thu	-0.19	71.340	1.51	60.890	10.450	17.16	15.38
		Microsoft	411.280	Thu	0.18	413.540	-0.55	332.640	80.900	24.32	15.26
		Amgen	308.100	Thu	0.26	299.480	2.88	286.880	12.600	4.39	14.41
		Merck (MSD)	129.590	Thu	0.03	127.570	1.58	104.140	23.430	22.50	13.21
	L	NextEra Energy	72.725	Thu	-0.17	71.250	2.07	54.380	16.870	31.02	12.94
		Walmart	60.390	Thu	0.50	59.870	0.87	53.737	6.133	11.41	10.71
		IBM	166.580	Thu	-0.98	168.610	-1.20	139.210	29.400	21.12	10.00
	L	AEP	90.010	Thu	0.35	88.810	1.35	76.060	12.750	16.76	9.62
	L	Alaska Air Group	43.040	Thu	-0.58	43.850	-1.85	34.300	9.550	27.84	9.19
		Visa	277.670	Thu	0.17	272.670	1.83	240.070	32.600	13.58	8.80
	L	Southern	77.140	Thu	-0.63	75.470	2.21	67.500	7.970	11.81	8.59
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ29	∅-RS
	L	Duke Energy	102.290	Thu	-0.09	100.420	1.86	89.460	10.960	12.25	8.42
		Verizon	39.540	Thu	0.15	39.330	0.53	31.250	8.080	25.86	7.93
	L	Procter & Gamble	165.660	Thu	0.36	164.440	0.74	146.070	18.370	12.58	7.91
		Union Pacific	247.250	Thu	0.55	239.210	3.36	210.830	28.380	13.46	7.44
	L	Dominion Resources	52.330	Thu	0.35	51.410	1.79	42.220	9.190	21.77	7.31
	L	Edison International	73.690	Thu	-0.22	73.020	0.92	66.150	6.870	10.39	7.28
	L	Dow	59.110	Thu	0.80	57.340	3.09	50.190	7.150	14.25	7.23
	L	AES	19.470	Thu	0.52	18.880	3.13	13.710	5.170	37.71	7.03
	L	Consolidated Edison	97.030	Thu	-0.55	96.130	0.94	88.660	7.470	8.43	5.98
		Home Depot	343.835	Thu	1.48	342.290	0.45	297.330	44.960	15.12	5.40
	L	Coca-Cola	62.880	Thu	0.05	62.350	0.85	53.430	8.920	16.69	5.02
	L	FirstEnergy	39.520	Thu	0.13	38.950	1.46	36.160	2.790	7.72	4.63
	L	Chevron	163.480	Thu	0.58	162.300	0.73	165.400	-3.100	-1.87	4.58
	L	Atmos Energy	121.270	Thu	0.56	119.450	1.52	112.250	7.200	6.41	4.11
		FedEx	260.940	Thu	1.14	260.290	0.25	247.560	12.730	5.14	3.79
	L	American Airlines	14.360	Thu	-0.42	14.650	-1.98	11.940	2.710	22.70	3.34
		Norfolk Southern	225.340	Thu	-2.93	230.470	-2.23	207.550	22.920	11.04	3.25
		CSX	34.575	Thu	1.04	33.680	2.66	31.410	2.270	7.23	1.52
		Sempra	75.060	Thu	-0.23	72.710	3.23	70.910	1.800	2.54	1.06
		Apple	183.480	Thu	0.40	181.710	0.97	178.720	2.990	1.67	0.19
		American Water	132.758	Thu	-0.08	130.250	1.93	119.980	10.270	8.56	-0.27
	S	Honeywell	198.770	Thu	0.36	195.000	1.93	186.230	8.770	4.71	-0.32
		UnitedHealth	503.305	Thu	0.02	494.380	1.81	538.030	-43.650	-8.11	-1.63
	S	Landstar System	181.185	Thu	0.83	181.390	-0.11	178.370	3.020	1.69	-1.82
		3M	96.360	Thu	0.01	96.590	-0.24	89.940	6.650	7.39	-1.89
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ29	∅-RS
	L	Exelon	37.915	Thu	0.25	37.550	0.97	40.170	-2.620	-6.52	-2.46
	S	Expeditors Wash	116.935	Thu	0.09	115.640	1.12	118.940	-3.300	-2.77	-2.80
	S	McDonald´s	267.950	Thu	-0.20	269.300	-0.50	249.940	19.360	7.75	-4.69
	S	Johnson & Johnson	149.810	Thu	0.58	148.580	0.83	157.530	-8.950	-5.68	-6.07
		C.H. Robinson	81.430	Thu	0.57	78.750	3.40	85.750	-7.000	-8.16	-6.95
	S	Southwest Airlines	27.130	Thu	-0.18	27.420	-1.06	25.610	1.810	7.07	-7.20
	S	Cisco Systems	47.875	Thu	-0.26	47.110	1.62	54.160	-7.050	-13.02	-7.47
	S	Old Dominion FL	185.730	Thu	2.22	180.180	3.08	206.210	-26.030	-12.62	-7.50
		UPS	147.760	Thu	-0.01	146.670	0.74	156.650	-9.980	-6.37	-7.73
		Xcel Energy	54.830	Thu	-0.18	54.360	0.86	59.560	-5.200	-8.73	-8.33
	S	Nike	93.525	Thu	-0.07	93.360	0.18	102.040	-8.680	-8.51	-10.08
	S	J.B. Hunt	170.240	Thu	1.75	166.550	2.22	196.780	-30.230	-15.36	-11.32
	S	Boeing	180.345	Thu		178.350	1.12	184.930	-6.580	-3.56	-13.78
	S	Intel	30.030	Thu	0.10	30.970	-3.04	36.560	-5.590	-15.29	-17.74
		Avis Budget	121.595	Thu	0.96	121.480	0.09	175.550	-54.070	-30.80	-26.31
	S	Walgreens Boots	17.295	Thu	0.38	17.260	0.20	22.780	-5.520	-24.23	-27.13
DJCA - 65 out of 65 instruments rated - 5/06/24 / 10/16/23 - 49 did rise, Market-Ratio(29) = 75.38 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJCA RS = 29 - B/S = 53/53

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

Transactions Dow Jones Composite Average * S29 - 53 ex 3 (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		8/27/07	602		- cash -
short	8/27/07	9/24/07	28		American Airlines	100	335	29.780	25.980	34.136	4.356	15	11,459	493
9/24/07		11/05/07	42		- cash -
	11/05/07	12/24/07	49		American Airlines	100	455	25.150	15.980	39.582	14.432	57	18,026	2,832
12/24/07		1/07/08	14		- cash -
	1/07/08	8/11/08	217		American Airlines	100	1,473	12.230	8.390	17.828	5.598	46	26,271	88
8/11/08		8/18/08	7		- cash -
	8/18/08	3/23/09	217		Avis Budget	100	3,355	7.830	0.840	72.987	65.157	832	244,872	4,173
	3/23/09	4/06/09	14		American Airlines	100	90,358	2.710	3.140	2.280	-0.430	-16	206,018	-99
	4/06/09	4/13/09	7		Avis Budget	100	257,522	0.800	0.920	0.680	-0.120	-15	175,115	-100
	4/13/09	5/18/09	35		Ryder System	100	7,269	24.090	26.780	21.400	-2.690	-11	155,562	-71
5/18/09		5/25/09	7		- cash -
	5/25/09	6/01/09	7		American Airlines	100	53,827	2.890	2.950	2.830	-0.060	-2	152,332	-67
6/01/09		6/15/09	14		- cash -
	6/15/09	6/22/09	7		United Airlines	100	40,839	3.730	3.570	3.897	0.167	4	159,160	884
6/22/09		6/29/09	7		- cash -
	6/29/09	7/06/09	7		United Airlines	100	45,867	3.470	3.340	3.605	0.135	4	165,357	633
7/06/09		7/13/09	7		- cash -
	7/13/09	7/20/09	7		United Airlines	100	49,956	3.310	3.510	3.110	-0.200	-6	155,366	-96
7/20/09		5/31/10	315		- cash -
	5/31/10	6/14/10	14		AES	100	16,406	9.470	10.380	8.560	-0.910	-10	140,436	-93
6/14/10		7/05/10	21		- cash -
	7/05/10	7/26/10	21		AES	100	15,779	8.900	10.470	7.330	-1.570	-18	115,663	-97
7/26/10		8/08/11	378		- cash -
	8/08/11	9/26/11	49		American Airlines	100	23,272	4.970	6.430	3.510	-1.460	-29	81,686	-93
	9/26/11	10/31/11	35		Goldman Sachs	100	823	99.140	109.550	88.730	-10.410	-11	73,119	-69
10/31/11		11/21/11	21		- cash -
	11/21/11	12/19/11	28		American Airlines	100	17,204	4.250	5.830	2.670	-1.580	-37	45,937	-100
	12/19/11	12/26/11	7		Goldman Sachs	100	523	87.700	91.900	83.500	-4.200	-5	43,740	-92
12/26/11		11/12/12	322		- cash -
	11/12/12	12/03/12	21		Exelon	100	1,421	30.770	29.310	32.303	1.533	5	45,918	133
12/03/12		5/25/15	903		- cash -
	5/25/15	7/13/15	49		Kirby	100	569	80.680	78.360	83.069	2.389	3	47,277	24
	7/13/15	8/17/15	35		Avis Budget	100	1,119	42.230	46.900	37.560	-4.670	-11	42,051	-71
	8/17/15	10/05/15	49		Chevron	100	505	83.230	84.030	82.430	-0.800	-1	41,647	-7
	10/05/15	10/19/15	14		AES	100	4,055	10.270	10.740	9.800	-0.470	-5	39,741	-71
	10/19/15	11/23/15	35		Walmart	100	2,025	19.617	20.087	19.147	-0.470	-2	38,790	-22
	11/23/15	3/07/16	105		Ryder System	100	591	65.620	62.820	68.545	2.925	4	40,518	16
	3/07/16	3/14/16	7		Avis Budget	100	1,439	28.150	27.010	29.338	1.188	4	42,228	763
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
3/14/16		5/16/16	63		- cash -
	5/16/16	5/23/16	7		Avis Budget	100	1,687	25.020	27.350	22.690	-2.330	-9	38,297	-99
5/23/16		6/27/16	35		- cash -
	6/27/16	7/04/16	7		American Airlines	100	1,512	25.325	29.330	21.320	-4.005	-16	32,242	-100
7/04/16		10/17/16	105		- cash -
	10/17/16	10/31/16	14		Nike	100	631	51.030	50.180	51.894	0.864	2	32,787	55
10/31/16		6/25/18	602		- cash -
	6/25/18	7/23/18	28		American Airlines	100	826	39.680	38.040	41.391	1.711	4	34,200	73
7/23/18		12/17/18	147		- cash -
	12/17/18	1/21/19	35		Avis Budget	100	1,356	25.210	27.000	23.420	-1.790	-7	31,773	-54
1/21/19		3/02/20	406		- cash -
	3/02/20	3/16/20	14		American Airlines	100	1,684	18.860	15.920	22.343	3.483	18	37,638	8,195
	3/16/20	3/30/20	14		Boeing	100	290	129.610	152.280	106.940	-22.670	-17	31,064	-99
	3/30/20	8/10/20	133		United Airlines	100	1,029	30.160	37.540	22.780	-7.380	-24	23,470	-54
	8/10/20	9/21/20	42		FirstEnergy	100	780	30.060	28.630	31.561	1.501	5	24,641	53
9/21/20		10/04/21	378		- cash -
	10/04/21	10/11/21	7		FedEx	100	113	217.870	219.820	215.920	-1.950	-1	24,421	-37
10/11/21		11/22/21	42		- cash -
	11/22/21	12/27/21	35		Uber Technologies	100	573	42.600	42.960	42.240	-0.360	-1	24,214	-8
12/27/21		2/14/22	49		- cash -
	2/14/22	3/28/22	42		Uber Technologies	100	700	34.590	34.770	34.410	-0.180	-1	24,088	-4
3/28/22		5/02/22	35		- cash -
	5/02/22	6/20/22	49		Boeing	100	162	148.610	136.800	161.440	12.830	9	26,167	85
	6/20/22	8/08/22	49		Uber Technologies	100	1,202	21.760	31.850	11.670	-10.090	-46	14,038	-99
	8/08/22	12/05/22	119		Intel	100	396	35.380	29.170	42.912	7.532	21	17,021	81
12/05/22		12/19/22	14		- cash -
	12/19/22	1/02/23	14		Intel	100	635	26.790	26.430	27.155	0.365	1	17,253	42
1/02/23		2/20/23	49		- cash -
	2/20/23	4/10/23	49		Dominion Resources	100	293	58.700	57.960	59.449	0.749	1	17,472	10
4/10/23		6/05/23	56		- cash -
	6/05/23	7/10/23	35		Dominion Resources	100	345	50.500	51.580	49.420	-1.080	-2	17,100	-20
7/10/23		7/17/23	7		- cash -
	7/17/23	7/24/23	7		Verizon	100	543	31.460	33.980	28.940	-2.520	-8	15,731	-99
7/24/23		8/07/23	14		- cash -
	8/07/23	9/18/23	42		AES	100	798	19.700	17.080	22.722	3.022	15	18,143	246
9/18/23		9/25/23	7		- cash -
	9/25/23	12/04/23	70		Walgreens Boots	100	850	21.340	20.790	21.905	0.565	3	18,623	15
12/04/23		1/22/24	49		- cash -
	1/22/24	3/11/24	49		Walgreens Boots	100	825	22.560	21.540	23.628	1.068	5	19,504	41
3/11/24		5/10/24	60		- cash -
accum	8/27/07	3/11/24	1925	days out of 6703 invested (29%)							95		19,504	14

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Avis Budget	short	8/18/08	3/23/09	217	7.83	0.84	72.99	65.16	832.14
		4/06/09	4/13/09	7	0.80	0.92	0.68	-0.12	-15.00
		7/13/15	8/17/15	35	42.23	46.90	37.56	-4.67	-11.06
		3/07/16	3/14/16	7	28.15	27.01	29.34	1.19	4.22
		5/16/16	5/23/16	7	25.02	27.35	22.69	-2.33	-9.31
		12/17/18	1/21/19	35	25.21	27.00	23.42	-1.79	-7.10	518.76
Intel		8/08/22	12/05/22	119	35.38	29.17	42.91	7.53	21.29
		12/19/22	1/02/23	14	26.79	26.43	27.15	0.36	1.36	22.94
Walgreens Boots		9/25/23	12/04/23	70	21.34	20.79	21.90	0.56	2.65
		1/22/24	3/11/24	49	22.56	21.54	23.63	1.07	4.74	7.51
FirstEnergy		8/10/20	9/21/20	42	30.06	28.63	31.56	1.50	4.99	4.99
Exelon		11/12/12	12/03/12	21	30.77	29.31	32.30	1.53	4.98	4.98
Kirby		5/25/15	7/13/15	49	80.68	78.36	83.07	2.39	2.96	2.96
Nike		10/17/16	10/31/16	14	51.03	50.18	51.89	0.86	1.69	1.69
American Airlines		8/27/07	9/24/07	28	29.78	25.98	34.14	4.36	14.63
		11/05/07	12/24/07	49	25.15	15.98	39.58	14.43	57.38
		1/07/08	8/11/08	217	12.23	8.39	17.83	5.60	45.77
		3/23/09	4/06/09	14	2.71	3.14	2.28	-0.43	-15.87
		5/25/09	6/01/09	7	2.89	2.95	2.83	-0.06	-2.08
		8/08/11	9/26/11	49	4.97	6.43	3.51	-1.46	-29.38
		11/21/11	12/19/11	28	4.25	5.83	2.67	-1.58	-37.18
		6/27/16	7/04/16	7	25.33	29.33	21.32	-4.01	-15.81
		6/25/18	7/23/18	28	39.68	38.04	41.39	1.71	4.31
		3/02/20	3/16/20	14	18.86	15.92	22.34	3.48	18.47	0.00
Dominion Resources		2/20/23	4/10/23	49	58.70	57.96	59.45	0.75	1.28
		6/05/23	7/10/23	35	50.50	51.58	49.42	-1.08	-2.14	-0.89
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
FedEx		10/04/21	10/11/21	7	217.87	219.82	215.92	-1.95	-0.90	-0.90
Chevron		8/17/15	10/05/15	49	83.23	84.03	82.43	-0.80	-0.96	-0.96
Walmart		10/19/15	11/23/15	35	19.62	20.09	19.15	-0.47	-2.40	-2.40
Ryder System		4/13/09	5/18/09	35	24.09	26.78	21.40	-2.69	-11.17
		11/23/15	3/07/16	105	65.62	62.82	68.54	2.92	4.46	-7.21
Verizon		7/17/23	7/24/23	7	31.46	33.98	28.94	-2.52	-8.01	-8.01
Boeing		3/16/20	3/30/20	14	129.61	152.28	106.94	-22.67	-17.49
		5/02/22	6/20/22	49	148.61	136.80	161.44	12.83	8.63	-10.37
Goldman Sachs		9/26/11	10/31/11	35	99.14	109.55	88.73	-10.41	-10.50
		12/19/11	12/26/11	7	87.70	91.90	83.50	-4.20	-4.79	-14.79
AES		5/31/10	6/14/10	14	9.47	10.38	8.56	-0.91	-9.61
		7/05/10	7/26/10	21	8.90	10.47	7.33	-1.57	-17.64
		10/05/15	10/19/15	14	10.27	10.74	9.80	-0.47	-4.58
		8/07/23	9/18/23	42	19.70	17.08	22.72	3.02	15.34	-18.06
United Airlines		6/15/09	6/22/09	7	3.73	3.57	3.90	0.17	4.48
		6/29/09	7/06/09	7	3.47	3.34	3.61	0.14	3.89
		7/13/09	7/20/09	7	3.31	3.51	3.11	-0.20	-6.04
		3/30/20	8/10/20	133	30.16	37.54	22.78	-7.38	-24.47	-22.97
Uber Technologies		11/22/21	12/27/21	35	42.60	42.96	42.24	-0.36	-0.85
		2/14/22	3/28/22	42	34.59	34.77	34.41	-0.18	-0.52
		6/20/22	8/08/22	49	21.76	31.85	11.67	-10.09	-46.37	-47.10

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


	is taking down something concerning