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

Assessment - Dow Jones Composite Average - 9/20/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	9/20/21	⇓ Δwk	4/26/21	prc diff	⇓ Δ21	∅-RS
		DJCA	12,636.800	8/12/24	-0.32	11,170.300		11,398.900	-228.600	-2.01	5.07
		Avis Budget	83.110	8/12/24	-4.43	94.930		85.450	9.480	11.09	82.88
	S	Old Dominion FL	190.620	8/12/24	-1.35	145.745		126.745	19.000	14.99	27.94
		Matson	130.130	8/12/24	0.73	79.640		67.670	11.970	17.69	27.90
	L	Goldman Sachs	485.500	8/12/24	-0.97	378.130		343.520	34.610	10.08	27.79
		Microsoft	406.810	8/12/24	0.19	294.300		261.550	32.750	12.52	22.02
		American Express	237.050	8/12/24	-0.34	160.570		150.340	10.230	6.80	19.23
	S	Cisco Systems	44.860	8/12/24	-1.34	55.890		51.640	4.250	8.23	16.93
		Ryder System	131.840	8/12/24	-1.29	77.460		75.310	2.150	2.85	16.62
		Expeditors Wash	119.110	8/12/24	0.03	121.210		109.620	11.590	10.57	15.96
		Exelon	36.900	8/12/24	-0.54	49.710		44.650	5.060	11.33	14.69
	S	American Airlines	9.610	8/12/24	-2.54	20.330		22.040	-1.710	-7.76	14.50
	L	American Water	142.560	8/12/24	0.20	179.250		157.710	21.540	13.66	14.34
	S	UnitedHealth	565.290	8/12/24	1.17	412.700		395.860	16.840	4.25	12.84
		JP Morgan Chase	206.190	8/12/24	0.19	152.960		150.560	2.400	1.59	12.32
		Home Depot	345.810	8/12/24	-0.81	331.210		319.990	11.220	3.51	12.30
	S	J.B. Hunt	162.770	8/12/24	-0.20	169.090		167.760	1.330	0.79	11.17
	L	Apple	217.530	8/12/24	0.71	142.940		134.720	8.220	6.10	10.71
		Nike	74.640	8/12/24	0.40	154.250		131.600	22.650	17.21	10.15
	S	salesforce.com	251.310	8/12/24	-0.48	258.220		235.460	22.760	9.67	9.67
		FirstEnergy	42.200	8/12/24	0.55	36.520		36.690	-0.170	-0.46	8.52
		Walt Disney	85.950	8/12/24	-0.30	178.610		184.270	-5.660	-3.07	7.11
	L	NextEra Energy	77.580	8/12/24	0.15	81.690		77.930	3.760	4.82	6.86
		Travelers Companies	209.730	8/12/24	-1.29	152.660		155.730	-3.070	-1.97	6.84
	S	McDonald´s	269.460	8/12/24	0.58	239.090		232.310	6.780	2.92	6.65
		⇓instrument	freshest		⇓ Δday	9/20/21	⇓ Δwk	4/26/21	prc diff	⇓ Δ21	∅-RS
		Landstar System	185.110	8/12/24	-1.04	158.850		169.360	-10.510	-6.21	5.67
	S	UPS	124.860	8/12/24	-0.76	189.390		175.810	13.580	7.72	5.66
	S	Walgreens Boots	10.200	8/12/24	-4.49	48.400		52.730	-4.330	-8.21	4.60
	L	Procter & Gamble	166.810	8/12/24	-2.19	142.890		131.260	11.630	8.86	4.60
	L	PSEG	80.510	8/12/24	0.81	62.070		62.160	-0.090	-0.14	4.12
		Alaska Air Group	34.590	8/12/24	-0.26	56.960		69.480	-12.520	-18.02	4.10
	L	Southern	87.200	8/12/24	0.46	63.960		64.660	-0.700	-1.08	3.81
	L	Duke Energy	113.370	8/12/24	0.62	99.640		99.200	0.440	0.44	3.76
	L	Honeywell	196.790	8/12/24	-0.73	215.730		221.520	-5.790	-2.61	3.30
		IBM	189.480	8/12/24	-1.03	134.310		141.570	-7.260	-5.13	2.65
	S	Johnson & Johnson	159.880	8/12/24	-0.46	163.810		164.120	-0.310	-0.19	2.34
	L	Coca-Cola	68.170	8/12/24	-0.74	54.060		53.660	0.400	0.75	2.31
		Chevron	145.020	8/12/24	0.02	94.780		101.520	-6.740	-6.64	1.33
		Visa	259.890	8/12/24	0.05	220.050		230.340	-10.290	-4.47	1.04
	L	Sempra	78.990	8/12/24	0.74	65.515		68.245	-2.730	-4.00	1.00
	L	Walmart	68.700	8/12/24	1.10	47.580		45.970	1.610	3.50	0.55
		Delta Air Lines	39.060	8/12/24	-0.61	40.780		46.610	-5.830	-12.51	0.06
	L	AES	16.710	8/12/24	0.30	23.920		28.210	-4.290	-15.21	-0.01
		Southwest Airlines	25.380	8/12/24	0.20	49.580		61.970	-12.390	-19.99	-0.95
		Edison International	82.410	8/12/24	0.52	57.590		58.870	-1.280	-2.17	-1.16
	L	3M	123.360	8/12/24	-0.65	180.530		199.630	-19.100	-9.57	-1.82
	L	AEP	97.140	8/12/24	-0.40	83.300		87.600	-4.300	-4.91	-2.05
		Boeing	164.130	8/12/24	-2.25	209.500		241.440	-31.940	-13.23	-2.06
		Consolidated Edison	101.940	8/12/24	0.91	73.310		76.870	-3.560	-4.63	-2.07
		United Airlines	40.420	8/12/24	-2.51	45.270		53.780	-8.510	-15.82	-2.27
		⇓instrument	freshest		⇓ Δday	9/20/21	⇓ Δwk	4/26/21	prc diff	⇓ Δ21	∅-RS
		Dominion Resources	54.720	8/12/24	0.46	74.600		78.680	-4.080	-5.19	-2.50
	S	Intel	19.360	8/12/24	-1.78	52.980		58.760	-5.780	-9.84	-2.84
	S	CSX	33.500	8/12/24	-1.47	29.770		34.107	-4.337	-12.72	-3.24
		Norfolk Southern	237.180	8/12/24	-1.02	241.560		281.140	-39.580	-14.08	-3.71
		Caterpillar	336.030	8/12/24	-0.66	190.820		230.560	-39.740	-17.24	-3.88
		Dow	52.220	8/12/24	-0.84	56.180		62.170	-5.990	-9.63	-4.05
		Verizon	40.530	8/12/24	-0.54	54.260		56.940	-2.680	-4.71	-5.42
	L	Xcel Energy	58.020	8/12/24	0.10	63.440		70.600	-7.160	-10.14	-6.21
	S	Union Pacific	236.750	8/12/24	-0.32	197.870		224.590	-26.720	-11.90	-6.52
		Atmos Energy	128.640	8/12/24	0.46	89.130		102.410	-13.280	-12.97	-7.30
		Merck (MSD)	113.480	8/12/24	-0.93	71.930		77.530	-5.600	-7.22	-7.82
	L	C.H. Robinson	98.700	8/12/24	0.20	86.820		98.140	-11.320	-11.53	-8.39
	L	Kirby	116.510	8/12/24	-0.14	49.510		62.760	-13.250	-21.11	-8.72
	S	FedEx	279.150	8/12/24	0.63	250.800		275.760	-24.960	-9.05	-8.87
	L	Amgen	320.000	8/12/24	-0.77	215.110		255.520	-40.410	-15.81	-9.43
		Uber Technologies	69.260	8/12/24	1.05	39.790		57.610	-17.820	-30.93	-16.51
DJCA - 65 out of 65 instruments rated - 9/20/21 / 4/26/21 - 25 did rise, Market-Ratio(21) = 38.46 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/04/21	scale up chart	7/01/24

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	8/12/24	665		PG & E	100	25,011	14.160	18.230		4.070	29	455,963	15
accum	9/29/08	8/12/24	6123	days out of 7124 invested (86%)							4,460		455,963	26

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	8/12/24	665	14.16	18.23		4.07	28.74	40.94
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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