Share-o-matic

Assessment - Dow Jones Composite Average in Swiss Franc - 7/01/24 - RS = 29

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ29	⇓∅-RS
		DJCA	11,418.973	8/12/24	-0.32	11,247.554	1.52	10,453.578	793.976	7.60	6.44
	S	UnitedHealth	510.812	8/12/24	1.17	446.980	14.28	478.288	-31.308	-6.55	-0.23
	L	Walmart	62.079	8/12/24	1.10	60.977	1.81	44.350	16.627	37.49	23.30
		Uber Technologies	62.585	8/12/24	1.05	64.248	-2.59	54.948	9.300	16.93	28.45
		Consolidated Edison	92.116	8/12/24	0.91	80.251	14.78	80.820	-0.569	-0.70	-0.20
	L	PSEG	72.751	8/12/24	0.81	66.534	9.34	55.405	11.129	20.09	18.83
	L	Sempra	71.378	8/12/24	0.74	67.745	5.36	65.047	2.698	4.15	5.83
		Matson	117.589	8/12/24	0.73	116.640	0.81	87.840	28.800	32.79	31.72
	L	Apple	196.566	8/12/24	0.71	195.861	0.36	169.945	25.916	15.25	20.39
	S	FedEx	252.248	8/12/24	0.63	269.896	-6.54	238.739	31.156	13.05	19.38
	L	Duke Energy	102.444	8/12/24	0.62	89.775	14.11	83.890	5.885	7.02	7.92
	S	McDonald´s	243.492	8/12/24	0.58	225.898	7.79	254.372	-28.474	-11.19	-8.59
		FirstEnergy	38.133	8/12/24	0.55	34.618	10.15	32.778	1.840	5.61	4.53
		Edison International	74.468	8/12/24	0.52	64.329	15.76	59.848	4.482	7.49	5.56
		Atmos Energy	116.243	8/12/24	0.46	104.803	10.92	99.690	5.113	5.13	3.00
		Dominion Resources	49.447	8/12/24	0.46	43.383	13.98	41.919	1.464	3.49	2.24
	L	Southern	78.796	8/12/24	0.46	69.579	13.25	62.777	6.802	10.84	11.60
		Nike	67.447	8/12/24	0.40	69.426	-2.85	104.344	-34.918	-33.46	-22.79
	L	AES	15.100	8/12/24	0.30	15.759	-4.19	15.879	-0.120	-0.75	1.11
	L	American Water	128.821	8/12/24	0.20	115.448	11.58	114.989	0.459	0.40	1.06
	L	C.H. Robinson	89.188	8/12/24	0.20	78.444	13.70	74.266	4.178	5.63	6.20
		Southwest Airlines	22.934	8/12/24	0.20	25.401	-9.71	25.811	-0.410	-1.59	-2.10
		JP Morgan Chase	186.319	8/12/24	0.19	185.650	0.36	139.964	45.686	32.64	26.65
		Microsoft	367.605	8/12/24	0.19	412.714	-10.93	326.641	86.073	26.35	25.25
	L	NextEra Energy	70.103	8/12/24	0.15	63.164	10.99	52.528	10.635	20.25	12.94
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ29	⇓∅-RS
	L	Xcel Energy	52.429	8/12/24	0.10	47.377	10.66	54.147	-6.770	-12.50	-7.84
		Visa	234.844	8/12/24	0.05	237.871	-1.27	225.667	12.205	5.41	4.41
		Expeditors Wash	107.631	8/12/24	0.03	109.222	-1.46	105.901	3.320	3.14	2.91
		Chevron	131.044	8/12/24	0.02	141.436	-7.35	126.988	14.448	11.38	2.58
	L	Kirby	105.282	8/12/24	-0.14	109.384	-3.75	65.047	44.337	68.16	44.01
	S	J.B. Hunt	147.084	8/12/24	-0.20	143.388	2.58	169.496	-26.109	-15.40	-13.22
		Alaska Air Group	31.257	8/12/24	-0.26	36.226	-13.72	31.450	4.776	15.19	2.67
		Walt Disney	77.667	8/12/24	-0.30	88.592	-12.33	81.111	7.481	9.22	5.24
	S	Union Pacific	213.934	8/12/24	-0.32	203.190	5.29	204.122	-0.932	-0.46	0.55
		American Express	214.205	8/12/24	-0.34	211.277	1.39	148.137	63.141	42.62	29.31
	L	AEP	87.778	8/12/24	-0.40	78.869	11.30	70.809	8.060	11.38	9.22
	S	Johnson & Johnson	144.472	8/12/24	-0.46	132.327	9.18	136.410	-4.083	-2.99	-4.79
	S	salesforce.com	227.091	8/12/24	-0.48	231.519	-1.91	221.778	9.740	4.39	6.95
		Exelon	33.344	8/12/24	-0.54	31.220	6.80	34.767	-3.546	-10.20	-7.42
		Verizon	36.624	8/12/24	-0.54	37.717	-2.90	33.139	4.578	13.82	15.08
		Delta Air Lines	35.296	8/12/24	-0.61	42.398	-16.75	35.638	6.761	18.97	14.19
	L	3M	111.472	8/12/24	-0.65	90.914	22.61	90.752	0.162	0.18	4.12
		Caterpillar	303.646	8/12/24	-0.66	297.366	2.11	229.537	67.829	29.55	15.10
	L	Honeywell	177.825	8/12/24	-0.73	190.620	-6.71	176.288	14.333	8.13	9.36
	L	Coca-Cola	61.600	8/12/24	-0.74	57.182	7.73	51.939	5.243	10.09	8.35
	S	UPS	112.827	8/12/24	-0.76	122.848	-8.16	137.043	-14.195	-10.36	-10.63
	L	Amgen	289.161	8/12/24	-0.77	281.037	2.89	239.408	41.630	17.39	16.06
		Home Depot	312.484	8/12/24	-0.81	303.791	2.86	291.479	12.312	4.22	3.43
		Dow	47.187	8/12/24	-0.84	47.558	-0.78	45.112	2.446	5.42	-0.95
		Merck (MSD)	102.544	8/12/24	-0.93	115.574	-11.27	91.817	23.757	25.87	13.76
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ29	⇓∅-RS
	L	Goldman Sachs	438.712	8/12/24	-0.97	418.976	4.71	309.452	109.525	35.39	29.55
		Norfolk Southern	214.323	8/12/24	-1.02	193.431	10.80	195.079	-1.648	-0.84	-3.07
		IBM	171.220	8/12/24	-1.03	158.225	8.21	143.844	14.382	10.00	12.11
		Landstar System	167.271	8/12/24	-1.04	165.725	0.93	159.582	6.144	3.85	0.91
		Ryder System	119.134	8/12/24	-1.29	110.866	7.46	95.248	15.619	16.40	16.53
		Travelers Companies	189.518	8/12/24	-1.29	183.409	3.33	160.418	22.992	14.33	9.82
	S	Cisco Systems	40.537	8/12/24	-1.34	42.940	-5.60	43.450	-0.509	-1.17	-4.22
	S	Old Dominion FL	172.250	8/12/24	-1.35	161.478	6.67	166.655	-5.176	-3.11	-8.32
	S	CSX	30.272	8/12/24	-1.47	30.353	-0.27	29.207	1.146	3.92	2.53
	S	Intel	17.494	8/12/24	-1.78	27.868	-37.22	39.183	-11.315	-28.88	-16.59
	L	Procter & Gamble	150.734	8/12/24	-2.19	147.038	2.51	128.281	18.757	14.62	7.34
		Boeing	148.313	8/12/24	-2.25	168.707	-12.09	218.242	-49.534	-22.70	-6.38
		United Airlines	36.525	8/12/24	-2.51	43.672	-16.37	35.682	7.991	22.39	9.30
	S	American Airlines	8.684	8/12/24	-2.54	9.976	-12.95	12.070	-2.094	-17.35	-19.25
		Avis Budget	75.101	8/12/24	-4.43	91.519	-17.94	173.710	-82.191	-47.31	-33.32
	S	Walgreens Boots	9.217	8/12/24	-4.49	10.464	-11.92	20.234	-9.770	-48.28	-45.76
DJCA - 65 out of 65 instruments rated - 7/01/24 / 12/11/23 - 45 did rise, Market-Ratio(29) in CHF = 69.23 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/03/22	scale up chart	7/01/24

Transactions Dow Jones Composite Average in Swiss Franc * 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	279	35.756	30.464	41.966	6.211	17	11,733	707
9/24/07		11/05/07	42		- cash -
	11/05/07	12/24/07	49		American Airlines	100	404	29.016	18.456	45.619	16.603	57	18,440	2,809
12/24/07		1/07/08	14		- cash -
	1/07/08	8/11/08	217		American Airlines	100	1,360	13.556	9.081	20.239	6.682	49	27,528	96
8/11/08		8/18/08	7		- cash -
	8/18/08	3/23/09	217		Avis Budget	100	3,206	8.584	0.947	77.802	69.218	806	249,443	3,976
	3/23/09	4/06/09	14		American Airlines	100	81,640	3.055	3.551	2.560	-0.496	-16	208,967	-99
	4/06/09	4/13/09	7		Avis Budget	100	230,963	0.905	1.062	0.747	-0.157	-17	172,622	-100
	4/13/09	5/18/09	35		Ryder System	100	6,206	27.812	30.031	25.593	-2.219	-8	158,851	-58
5/18/09		5/25/09	7		- cash -
	5/25/09	6/01/09	7		American Airlines	100	50,636	3.137	3.147	3.127	-0.010	0	158,329	-16
6/01/09		6/15/09	14		- cash -
	6/15/09	6/22/09	7		United Airlines	100	39,332	4.025	3.860	4.198	0.172	4	165,106	789
6/22/09		6/29/09	7		- cash -
	6/29/09	7/06/09	7		United Airlines	100	43,919	3.759	3.630	3.894	0.134	4	171,005	524
7/06/09		7/13/09	7		- cash -
	7/13/09	7/20/09	7		United Airlines	100	47,548	3.596	3.780	3.413	-0.183	-5	162,298	-93
7/20/09		5/31/10	315		- cash -
	5/31/10	6/14/10	14		AES	100	14,783	10.978	11.924	10.032	-0.946	-9	148,308	-90
6/14/10		7/05/10	21		- cash -
	7/05/10	7/26/10	21		AES	100	15,678	9.460	11.043	7.877	-1.583	-17	123,488	-96
7/26/10		8/08/11	378		- cash -
	8/08/11	9/26/11	49		American Airlines	100	32,458	3.805	5.819	1.790	-2.015	-53	58,097	-100
	9/26/11	10/31/11	35		Goldman Sachs	100	647	89.722	94.566	84.879	-4.844	-5	54,963	-44
10/31/11		11/21/11	21		- cash -
	11/21/11	12/19/11	28		American Airlines	100	14,108	3.896	5.459	2.333	-1.563	-40	32,916	-100
	12/19/11	12/26/11	7		Goldman Sachs	100	400	82.112	86.151	78.074	-4.038	-5	31,301	-93
12/26/11		11/12/12	322		- cash -
	11/12/12	12/03/12	21		Exelon	100	1,072	29.189	27.206	31.317	2.128	7	33,582	240
12/03/12		5/25/15	903		- cash -
	5/25/15	7/13/15	49		Kirby	100	440	76.248	74.457	78.082	1.834	2	34,389	19
	7/13/15	8/17/15	35		Avis Budget	100	856	40.127	45.854	34.399	-5.728	-14	29,486	-80
	8/17/15	10/05/15	49		Chevron	100	362	81.374	81.987	80.762	-0.613	-1	29,264	-5
	10/05/15	10/19/15	14		AES	100	2,920	10.020	10.267	9.774	-0.247	-2	28,544	-48
	10/19/15	11/23/15	35		Walmart	100	1,522	18.753	20.467	17.039	-1.714	-9	25,935	-63
	11/23/15	3/07/16	105		Ryder System	100	387	66.861	62.540	71.481	4.619	7	27,723	26
	3/07/16	3/14/16	7		Avis Budget	100	989	28.025	26.662	29.457	1.432	5	29,139	1,245
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	1,191	24.465	27.062	21.868	-2.597	-11	26,046	-100
5/23/16		6/27/16	35		- cash -
	6/27/16	7/04/16	7		American Airlines	100	1,052	24.752	28.475	21.028	-3.723	-15	22,129	-100
7/04/16		10/17/16	105		- cash -
	10/17/16	10/31/16	14		Nike	100	438	50.478	49.614	51.357	0.879	2	22,514	57
10/31/16		6/25/18	602		- cash -
	6/25/18	7/23/18	28		American Airlines	100	575	39.116	37.764	40.516	1.400	4	23,319	58
7/23/18		12/17/18	147		- cash -
	12/17/18	1/21/19	35		Avis Budget	100	932	25.012	26.922	23.101	-1.910	-8	21,539	-56
1/21/19		3/02/20	406		- cash -
	3/02/20	3/16/20	14		American Airlines	100	1,193	18.045	15.071	21.606	3.561	20	25,787	10,851
	3/16/20	3/30/20	14		Boeing	100	210	122.695	146.171	99.219	-23.476	-19	20,857	-100
	3/30/20	8/10/20	133		United Airlines	100	720	28.950	34.326	23.574	-5.376	-19	16,987	-43
	8/10/20	9/21/20	42		FirstEnergy	100	618	27.486	26.218	28.816	1.329	5	17,808	51
9/21/20		10/04/21	378		- cash -
	10/04/21	10/11/21	7		FedEx	100	88	201.385	203.781	198.989	-2.396	-1	17,597	-46
10/11/21		11/22/21	42		- cash -
	11/22/21	12/27/21	35		Uber Technologies	100	443	39.695	39.399	39.994	0.299	1	17,730	8
12/27/21		2/14/22	49		- cash -
	2/14/22	3/28/22	42		Uber Technologies	100	554	32.002	32.504	31.500	-0.502	-2	17,452	-13
3/28/22		5/02/22	35		- cash -
	5/02/22	6/20/22	49		Boeing	100	120	145.396	132.260	159.836	14.440	10	19,184	102
	6/20/22	8/08/22	49		Uber Technologies	100	911	21.038	30.415	11.661	-9.377	-45	10,642	-99
	8/08/22	12/05/22	119		Intel	100	314	33.786	27.487	41.528	7.742	23	13,073	88
12/05/22		12/19/22	14		- cash -
	12/19/22	1/02/23	14		Intel	100	525	24.896	24.449	25.351	0.455	2	13,312	60
1/02/23		2/20/23	49		- cash -
	2/20/23	4/10/23	49		Dominion Resources	100	245	54.167	52.748	55.626	1.458	3	13,669	22
4/10/23		6/05/23	56		- cash -
	6/05/23	7/10/23	35		Dominion Resources	100	298	45.718	45.713	45.722	0.005	0	13,671	0
7/10/23		7/17/23	7		- cash -
	7/17/23	7/24/23	7		Verizon	100	505	27.064	29.475	24.654	-2.411	-9	12,453	-99
7/24/23		8/07/23	14		- cash -
	8/07/23	9/18/23	42		AES	100	723	17.213	15.312	19.349	2.137	12	13,998	176
9/18/23		9/25/23	7		- cash -
	9/25/23	12/04/23	70		Walgreens Boots	100	719	19.453	18.136	20.866	1.413	7	15,014	44
12/04/23		1/22/24	49		- cash -
	1/22/24	3/11/24	49		Walgreens Boots	100	766	19.590	18.914	20.290	0.700	4	15,551	30
3/11/24		2/01/26	692		- cash -
accum	8/27/07	3/11/24	1925	days out of 7335 invested (26%)							56		15,551	9

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	8.58	0.95	77.80	69.22	806.38
		4/06/09	4/13/09	7	0.90	1.06	0.75	-0.16	-17.39
		7/13/15	8/17/15	35	40.13	45.85	34.40	-5.73	-14.27
		3/07/16	3/14/16	7	28.02	26.66	29.46	1.43	5.11
		5/16/16	5/23/16	7	24.47	27.06	21.87	-2.60	-10.62
		12/17/18	1/21/19	35	25.01	26.92	23.10	-1.91	-7.64	456.98
Intel		8/08/22	12/05/22	119	33.79	27.49	41.53	7.74	22.92
		12/19/22	1/02/23	14	24.90	24.45	25.35	0.46	1.83	25.16
Walgreens Boots		9/25/23	12/04/23	70	19.45	18.14	20.87	1.41	7.26
		1/22/24	3/11/24	49	19.59	18.91	20.29	0.70	3.57	11.10
Exelon		11/12/12	12/03/12	21	29.19	27.21	31.32	2.13	7.29	7.29
FirstEnergy		8/10/20	9/21/20	42	27.49	26.22	28.82	1.33	4.84	4.84
Dominion Resources		2/20/23	4/10/23	49	54.17	52.75	55.63	1.46	2.69
		6/05/23	7/10/23	35	45.72	45.71	45.72	0.00	0.01	2.70
Kirby		5/25/15	7/13/15	49	76.25	74.46	78.08	1.83	2.41	2.41
Nike		10/17/16	10/31/16	14	50.48	49.61	51.36	0.88	1.74	1.74
Chevron		8/17/15	10/05/15	49	81.37	81.99	80.76	-0.61	-0.75	-0.75
FedEx		10/04/21	10/11/21	7	201.39	203.78	198.99	-2.40	-1.19	-1.19
Ryder System		4/13/09	5/18/09	35	27.81	30.03	25.59	-2.22	-7.98
		11/23/15	3/07/16	105	66.86	62.54	71.48	4.62	6.91	-1.62
Verizon		7/17/23	7/24/23	7	27.06	29.47	24.65	-2.41	-8.91	-8.91
Walmart		10/19/15	11/23/15	35	18.75	20.47	17.04	-1.71	-9.14	-9.14
Goldman Sachs		9/26/11	10/31/11	35	89.72	94.57	84.88	-4.84	-5.40
		12/19/11	12/26/11	7	82.11	86.15	78.07	-4.04	-4.92	-10.05
Boeing		3/16/20	3/30/20	14	122.70	146.17	99.22	-23.48	-19.13
		5/02/22	6/20/22	49	145.40	132.26	159.84	14.44	9.93	-11.10
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
United Airlines		6/15/09	6/22/09	7	4.03	3.86	4.20	0.17	4.28
		6/29/09	7/06/09	7	3.76	3.63	3.89	0.13	3.57
		7/13/09	7/20/09	7	3.60	3.78	3.41	-0.18	-5.09
		3/30/20	8/10/20	133	28.95	34.33	23.57	-5.38	-18.57	-16.53
AES		5/31/10	6/14/10	14	10.98	11.92	10.03	-0.95	-8.62
		7/05/10	7/26/10	21	9.46	11.04	7.88	-1.58	-16.74
		10/05/15	10/19/15	14	10.02	10.27	9.77	-0.25	-2.46
		8/07/23	9/18/23	42	17.21	15.31	19.35	2.14	12.41	-16.57
American Airlines		8/27/07	9/24/07	28	35.76	30.46	41.97	6.21	17.37
		11/05/07	12/24/07	49	29.02	18.46	45.62	16.60	57.22
		1/07/08	8/11/08	217	13.56	9.08	20.24	6.68	49.29
		3/23/09	4/06/09	14	3.06	3.55	2.56	-0.50	-16.23
		5/25/09	6/01/09	7	3.14	3.15	3.13	-0.01	-0.33
		8/08/11	9/26/11	49	3.80	5.82	1.79	-2.01	-52.95
		11/21/11	12/19/11	28	3.90	5.46	2.33	-1.56	-40.11
		6/27/16	7/04/16	7	24.75	28.48	21.03	-3.72	-15.04
		6/25/18	7/23/18	28	39.12	37.76	40.52	1.40	3.58
		3/02/20	3/16/20	14	18.05	15.07	21.61	3.56	19.74	-31.71
Uber Technologies		11/22/21	12/27/21	35	39.70	39.40	39.99	0.30	0.75
		2/14/22	3/28/22	42	32.00	32.50	31.50	-0.50	-1.57
		6/20/22	8/08/22	49	21.04	30.41	11.66	-9.38	-44.57	-45.03

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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