Share-o-matic - Performance

Assessment - Dow Jones Composite Average - 6/04/20 - RS = 21

		⇓instrument	freshest		⇓ Δday	6/04/20	⇓ Δwk	11/11/19	prc diff	⇓ Δ21	∅-RS
	S	DJCA	7,615.390	16:46	3.01	7,392.720	3.01	9,161.240	-1,768.520	-19.30	-16.31
		Microsoft	166.880	16:51	0.97	165.270	0.97	146.110	19.160	13.11	16.25
		Apple	265.970	16:51	1.33	262.470	1.33	262.200	0.270	0.10	13.72
		Walmart	125.870	16:51	-0.16	126.070	-0.16	119.040	7.030	5.91	11.94
		Intel	61.130	16:51	4.62	58.430	4.62	58.350	0.080	0.14	10.81
		NextEra Energy	236.225	16:52	0.73	234.510	0.73	222.220	12.290	5.53	5.83
		Johnson & Johnson	140.895	16:51	0.81	139.760	0.81	131.980	7.780	5.89	2.73
		American Water	121.052	16:51	-0.39	121.520	-0.39	115.590	5.930	5.13	1.97
		Procter & Gamble	117.450	16:51	-0.31	117.810	-0.31	119.330	-1.520	-1.27	1.35
		Kansas City Southern	139.010	16:52	3.35	134.510	3.35	153.180	-18.670	-12.19	1.17
	S	UnitedHealth	254.470	16:51	2.47	248.340	2.47	254.090	-5.750	-2.26	-1.42
	S	Verizon	57.620	16:51	1.62	56.700	1.62	59.610	-2.910	-4.88	-2.47
	S	Merck (MSD)	80.060	16:51	-0.31	80.310	-0.31	83.280	-2.970	-3.57	-3.02
	S	Visa	173.280	16:51	2.27	169.440	2.27	179.540	-10.100	-5.63	-3.54
		Landstar System	99.020	16:52	-0.43	104.190	-4.96	115.970	-11.780	-10.16	-3.60
	S	Nike	86.320	16:51	2.00	84.630	2.00	90.050	-5.420	-6.02	-4.10
	S	Southern	56.930	16:52	2.76	55.400	2.76	60.470	-5.070	-8.38	-5.17
	S	J.B. Hunt	98.380	16:52	1.50	96.930	1.50	118.180	-21.250	-17.98	-5.25
	S	Expeditors Wash	71.580	16:52	3.42	69.210	3.42	76.610	-7.400	-9.66	-5.45
	S	Dominion Resources	75.235	16:51	1.52	74.110	1.52	79.620	-5.510	-6.92	-5.86
		Consolidated Edison	81.650	16:51	0.74	81.050	0.74	87.500	-6.450	-7.37	-7.39
	S	Caterpillar	128.000	16:51	6.29	120.430	6.29	148.000	-27.570	-18.63	-7.53
	S	FirstEnergy	42.390	16:51	2.49	41.360	2.49	46.030	-4.670	-10.15	-7.96
		C.H. Robinson	73.640	16:52	1.73	72.390	1.73	76.860	-4.470	-5.82	-8.10
		Pfizer	34.760	16:51	0.55	34.570	0.55	36.930	-2.360	-6.39	-9.14
		⇓instrument	freshest		⇓ Δday	6/04/20	⇓ Δwk	11/11/19	prc diff	⇓ Δ21	∅-RS
	S	Duke Energy	82.710	16:51	1.80	81.250	1.80	87.600	-6.350	-7.25	-9.70
	S	Coca-Cola	48.265	16:51	3.42	46.670	3.42	51.840	-5.170	-9.97	-10.44
	S	Home Depot	199.845	16:51	4.45	191.330	4.45	231.800	-40.470	-17.46	-10.54
	S	McDonald´s	179.110	16:51	1.17	177.040	1.17	192.640	-15.600	-8.10	-11.28
	S	Union Pacific	149.284	16:53	0.97	147.850	0.97	176.800	-28.950	-16.37	-11.66
	S	NiSource	24.818	16:51	1.09	24.550	1.09	26.090	-1.540	-5.90	-11.91
	S	UPS	96.888	16:52	1.26	95.680	1.26	123.140	-27.460	-22.30	-12.10
	S	AEP	80.620	16:51	2.58	78.590	2.58	88.770	-10.180	-11.47	-13.11
	S	CSX	62.860	16:52	2.60	61.270	2.60	73.900	-12.630	-17.09	-13.57
	S	Cisco Systems	42.160	16:51	1.76	41.430	1.76	48.100	-6.670	-13.87	-14.53
	S	IBM	118.910	16:51	3.56	114.820	3.56	135.470	-20.650	-15.24	-15.08
	S	3M	147.840	16:50	5.07	140.700	5.07	170.110	-29.410	-17.29	-15.65
	S	Norfolk Southern	157.740	16:52	1.93	154.750	1.93	193.980	-39.230	-20.22	-16.71
	S	PSEG	49.410	16:52	5.46	46.850	5.46	60.810	-13.960	-22.96	-18.86
	S	AES	14.030	16:51	3.01	13.620	3.01	17.930	-4.310	-24.04	-19.63
	S	Walgreens Boots	43.450	16:51	1.92	42.630	1.92	62.250	-19.620	-31.52	-20.58
	S	Exelon	37.400	16:52	2.97	36.320	2.97	44.020	-7.700	-17.49	-20.71
	S	Edison International	55.190	16:52	3.80	53.170	3.80	66.310	-13.140	-19.82	-21.19
	S	FedEx	121.180	16:53	1.81	119.020	1.81	162.180	-43.160	-26.61	-22.98
	S	Matson	27.600	16:52	-3.26	28.530	-3.26	39.100	-10.570	-27.03	-23.14
	S	Goldman Sachs	168.755	16:51	6.65	158.230	6.65	219.030	-60.800	-27.76	-23.20
	S	JP Morgan Chase	93.420	16:51	4.43	89.460	4.43	129.920	-40.460	-31.14	-23.31
	S	Walt Disney	104.197	16:51	4.64	99.580	4.64	136.740	-37.160	-27.18	-25.04
	S	Travelers Companies	103.710	16:51	4.78	98.980	4.78	133.540	-34.560	-25.88	-27.42
	S	Chevron	84.690	16:51	5.35	80.390	5.35	120.810	-40.420	-33.46	-28.05
		⇓instrument	freshest		⇓ Δday	6/04/20	⇓ Δwk	11/11/19	prc diff	⇓ Δ21	∅-RS
	S	PG & E	8.905	16:51	4.03	8.560	4.03	6.260	2.300	36.74	-28.09
	S	American Express	91.580	16:51	9.19	83.870	9.19	120.900	-37.030	-30.63	-28.39
		Dow	34.860	16:51	14.15	30.540	14.15	55.810	-25.270	-45.28	-34.38
	S	United Technologies	86.010	Mon	-5.87	86.010		148.220	-62.210	-41.97	-35.49
	S	Exxon Mobil	42.920	16:51	6.05	40.470	6.05	70.340	-29.870	-42.47	-38.41
	S	Kirby	47.720	16:48	5.06	45.420	5.06	83.160	-37.740	-45.38	-38.72
	S	Southwest Airlines	34.430	16:53	12.15	30.700	12.15	58.260	-27.560	-47.31	-41.02
	S	CenterPoint Energy	16.270	16:52	6.34	15.300	6.34	27.700	-12.400	-44.77	-41.33
	S	Ryder System	28.610	16:52	10.46	25.900	10.46	53.930	-28.030	-51.97	-47.21
	S	Boeing	153.700	16:51	3.31	148.770	3.31	366.960	-218.190	-59.46	-52.68
	S	JetBlue Airways	9.305	17:05	20.38	7.730	20.38	19.760	-12.030	-60.88	-54.59
	S	Alaska Air Group	30.400	16:52	13.99	26.670	13.99	71.910	-45.240	-62.91	-54.69
	S	Avis Budget	14.960	17:05	21.08	12.355	21.08	30.950	-18.595	-60.08	-57.85
	S	Delta Air Lines	23.880	16:53	6.99	22.320	6.99	57.210	-34.890	-60.99	-58.12
	S	American Airlines	11.390	16:53	19.89	9.500	19.89	30.590	-21.090	-68.94	-64.00
	S	United Airlines	26.547	16:53	10.52	24.020	10.52	93.530	-69.510	-74.32	-68.50
DJCA - 65 out of 65 instruments rated - 6/04/20 / 11/11/19 - 8 did rise, Market-Ratio(21) = 12.31 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

4/01/16	scale up chart	6/04/20

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
2/01/06		29/09/08	1001		- cash -
short	29/09/08	27/10/08	28		Avis Budget	100	1,639	6.100	1.400	26.579	20.479	336	43,564	> 999,999
long	27/10/08	3/11/08	7		Walmart	100	877	49.670	55.970		6.300	13	49,090	50,504
short	3/11/08	24/11/08	21		Avis Budget	100	22,415	2.190	0.550	8.720	6.530	298	195,464	> 999,999
long	24/11/08	5/01/09	42		Walmart	100	3,704	52.770	56.520		3.750	7	209,354	82
short	5/01/09	16/03/09	70		Avis Budget	100	261,692	0.800	0.440	1.455	0.655	82	380,631	2,158
long	16/03/09	23/03/09	7		PG & E	100	10,332	36.840	40.330		3.490	9	416,690	11,111
short	23/03/09	30/03/09	7		Avis Budget	100	496,059	0.840	0.830	0.850	0.010	1	421,700	86
long	30/03/09	24/08/15	2338		Verizon	100	13,954	30.220	44.740		14.520	48	624,312	6
short	24/08/15	31/08/15	7		Chevron	100	8,656	72.120	80.990	63.250	-8.870	-12	547,534	-100
long	31/08/15	16/03/20	1659		JetBlue Airways	100	24,531	22.320	10.610		-11.710	-52	260,276	-15
short	16/03/20	7/04/20	22		Boeing	100	2,008	129.610	153.700	105.520	-24.090	-19	211,903	-97
accum	29/09/08	7/04/20	4208	days out of 5209 invested (81%)							2,019		211,903	30

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Avis Budget	short	29/09/08	27/10/08	28	6.10	1.40	26.58	20.48	335.71
	short	3/11/08	24/11/08	21	2.19	0.55	8.72	6.53	298.18
	short	5/01/09	16/03/09	70	0.80	0.44	1.45	0.65	81.81
	short	23/03/09	30/03/09	7	0.84	0.83	0.85	0.01	1.20	3,092.27
Verizon	long	30/03/09	24/08/15	2338	30.22	44.74		14.52	48.05	48.05
Walmart	long	27/10/08	3/11/08	7	49.67	55.97		6.30	12.68
	long	24/11/08	5/01/09	42	52.77	56.52		3.75	7.11	20.69
PG & E	long	16/03/09	23/03/09	7	36.84	40.33		3.49	9.47	9.47
Chevron	short	24/08/15	31/08/15	7	72.12	80.99	63.25	-8.87	-12.30	-12.30
Boeing	short	16/03/20	7/04/20	22	129.61	153.70	105.52	-24.09	-18.59	-18.59
JetBlue Airways	long	31/08/15	16/03/20	1659	22.32	10.61		-11.71	-52.46	-52.46

Annotations

24/12/15	Nike	stock split 1:2 (two for one)
15/10/15	DJCA	American Airlines replaces Con-Way
1/07/15	NiSource	company split (CPGX) by a ratio of 1.000:2.545
19/03/15	Visa	forward stock split 1:4 (four for one)
18/03/15	DJIA	Apple replaces AT&T


	is taking down something concerning