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

Assessment - Dow Jones Composite Average - 5/06/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
		DJCA	12,506.800	20:20	0.32	12,431.000	0.61	11,196.500	1,234.500	11.03	5.95
	L	Kirby	113.330	Tue	1.19	112.000	1.19	76.740	35.260	45.95	38.38
		Uber Technologies	70.430	Tue	-1.51	71.510	-1.51	48.140	23.370	48.55	36.68
	L	American Express	236.240	19:59	0.67	234.330	0.82	152.990	81.340	53.17	33.38
	L	Delta Air Lines	52.200	Tue	-1.38	52.930	-1.38	32.920	20.010	60.78	31.94
	L	Goldman Sachs	446.950	20:00	0.71	443.670	0.74	323.910	119.760	36.97	26.63
		Caterpillar	344.500	20:00	-0.14	342.100	0.70	238.280	103.820	43.57	24.62
	L	Walt Disney	105.440	20:01	0.05	116.470	-9.47	84.020	32.450	38.62	24.54
		Ryder System	125.320	Tue	-0.29	125.680	-0.29	100.510	25.170	25.04	24.20
		JP Morgan Chase	195.650	20:00	2.03	192.000	1.90	144.080	47.920	33.26	21.69
	L	United Airlines	52.690	Tue	-2.37	53.970	-2.37	36.760	17.210	46.82	21.08
		Matson	112.030	Tue	0.30	111.690	0.30	91.200	20.490	22.47	20.48
		Travelers Companies	216.970	Tue	0.49	215.910	0.49	169.550	46.360	27.34	17.35
		salesforce.com	277.180	Tue	0.56	275.630	0.56	207.420	68.210	32.88	16.38
	L	PSEG	71.980	Tue	0.90	71.340	0.90	63.020	8.320	13.20	15.38
		Microsoft	410.540	20:00	0.29	413.540	-0.73	356.530	57.010	15.99	15.26
		Amgen	307.310	20:00	2.33	299.480	2.61	272.830	26.650	9.77	14.41
		Merck (MSD)	129.550	20:00	-0.64	127.570	1.55	104.340	23.230	22.26	13.21
	L	NextEra Energy	71.950	Tue	0.98	71.250	0.98	59.040	12.210	20.68	12.94
		Walmart	60.300	20:00	-0.53	59.870	0.72	54.960	4.910	8.93	10.71
		IBM	169.900	20:00	0.90	168.610	0.77	148.970	19.640	13.18	10.00
	L	AEP	90.580	20:00	0.79	88.810	1.99	79.250	9.560	12.06	9.62
	L	Alaska Air Group	43.170	Tue	-1.55	43.850	-1.55	32.840	11.010	33.53	9.19
		Visa	277.190	20:00	0.26	272.670	1.66	243.490	29.180	11.98	8.80
	L	Southern	77.630	20:01	0.88	75.470	2.86	69.230	6.240	9.01	8.59
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
	L	Duke Energy	102.260	Tue	1.83	100.420	1.83	89.720	10.700	11.93	8.42
		Verizon	39.480	20:00	0.43	39.330	0.38	35.640	3.690	10.35	7.93
	L	Procter & Gamble	165.070	20:00	-0.42	164.440	0.38	150.940	13.500	8.94	7.91
		Union Pacific	245.900	20:00	1.45	239.210	2.80	213.100	26.110	12.25	7.44
	L	Dominion Resources	52.120	Tue	1.38	51.410	1.38	45.590	5.820	12.77	7.31
	L	Edison International	73.890	Tue	1.19	73.020	1.19	63.880	9.140	14.31	7.28
	L	Dow	58.640	20:00	0.48	57.340	2.27	49.340	8.000	16.21	7.23
	L	AES	18.840	Tue	-0.21	18.880	-0.21	16.340	2.540	15.54	7.03
	L	Consolidated Edison	97.500	Tue	1.43	96.130	1.43	90.540	5.590	6.17	5.98
		Home Depot	338.830	20:00	-0.55	342.290	-1.01	294.570	47.720	16.20	5.40
	L	Coca-Cola	62.850	20:00	0.37	62.350	0.80	56.970	5.380	9.44	5.02
	L	FirstEnergy	39.350	Tue	1.03	38.950	1.03	35.970	2.980	8.28	4.63
	L	Chevron	162.540	20:01	-0.08	162.300	0.15	147.000	15.300	10.41	4.58
	L	Atmos Energy	120.340	Tue	0.75	119.450	0.75	110.700	8.750	7.90	4.11
		FedEx	258.010	20:00	-0.56	260.290	-0.88	245.330	14.960	6.10	3.79
	L	American Airlines	14.250	Tue	-2.73	14.650	-2.73	11.660	2.990	25.64	3.34
		Norfolk Southern	232.140	20:00	-0.08	230.470	0.72	195.280	35.190	18.02	3.25
		CSX	33.960	Tue	0.83	33.680	0.83	30.380	3.300	10.86	1.52
		Sempra	73.990	Tue	1.76	72.710	1.76	71.880	0.830	1.15	1.06
		Apple	182.740	20:00	0.19	181.710	0.57	179.230	2.480	1.38	0.19
		American Water	131.820	Tue	1.21	130.250	1.21	127.580	2.670	2.09	-0.27
	S	Honeywell	198.050	20:00	0.61	195.000	1.56	187.500	7.500	4.00	-0.32
		UnitedHealth	503.210	20:00	0.45	494.380	1.79	533.460	-39.080	-7.33	-1.63
	S	Landstar System	181.660	Tue	0.33	181.390	0.15	170.730	10.660	6.24	-1.82
		3M	96.350	20:00	0.85	96.590	-0.25	93.520	3.070	3.28	-1.89
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
	L	Exelon	37.820	20:00	-0.24	37.550	0.72	40.020	-2.470	-6.17	-2.46
	S	Expeditors Wash	114.900	Tue	-0.64	115.640	-0.64	111.490	4.150	3.72	-2.80
	S	McDonald´s	268.490	20:00	0.37	269.300	-0.30	268.910	0.390	0.15	-4.69
	S	Johnson & Johnson	148.950	20:00	0.15	148.580	0.25	151.700	-3.120	-2.06	-6.07
		C.H. Robinson	79.530	Tue	0.99	78.750	0.99	82.000	-3.250	-3.96	-6.95
	S	Southwest Airlines	27.000	Tue	-1.53	27.420	-1.53	23.530	3.890	16.53	-7.20
	S	Cisco Systems	48.000	20:00	1.52	47.110	1.89	53.290	-6.180	-11.60	-7.47
	S	Old Dominion FL	184.790	Tue	2.56	180.180	2.56	197.020	-16.840	-8.55	-7.50
		UPS	147.770	20:00	0.46	146.670	0.75	142.270	4.400	3.09	-7.73
		Xcel Energy	55.020	Tue	1.21	54.360	1.21	60.560	-6.200	-10.24	-8.33
	S	Nike	93.590	20:00	-0.20	93.360	0.25	107.250	-13.890	-12.95	-10.08
	S	J.B. Hunt	168.110	Tue	0.94	166.550	0.94	174.830	-8.280	-4.74	-11.32
	S	Boeing	180.350	20:00	2.06	178.350	1.12	192.950	-14.600	-7.57	-13.78
	S	Intel	30.000	20:00	-2.22	30.970	-3.13	37.950	-6.980	-18.39	-17.74
		Avis Budget	121.610	Tue	0.11	121.480	0.11	200.440	-78.960	-39.39	-26.31
	S	Walgreens Boots	17.230	20:00	-0.69	17.260	-0.17	21.770	-4.510	-20.72	-27.13
DJCA - 65 out of 65 instruments rated - 5/06/24 / 11/06/23 - 52 did rise, Market-Ratio(26) = 80.00 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJCA RS = 26 - B/S = 60/40

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

Transactions Dow Jones Composite Average * 26 - 60/40 (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		11/05/07	672		- cash -
short	11/05/07	1/28/08	84		JetBlue Airways	100	1,169	8.550	4.940	14.798	6.248	73	17,304	984
long	1/28/08	2/18/08	21		Kirby	100	402	42.980	48.640		5.660	13	19,579	759
short	2/18/08	7/20/09	518		Avis Budget	100	1,603	12.210	7.190	20.735	8.525	70	33,245	45
long	7/20/09	6/07/10	322		Avis Budget	100	4,623	7.190	10.390		3.200	45	48,038	52
short	6/07/10	7/19/10	42		Exelon	100	1,273	37.730	41.820	33.640	-4.090	-11	42,832	-63
long	7/19/10	8/01/11	378		United Airlines	100	2,022	21.180	17.990		-3.190	-15	36,382	-15
short	8/01/11	12/19/11	140		Delta Air Lines	100	4,664	7.800	8.510	7.090	-0.710	-9	33,070	-22
long	12/19/11	6/08/15	1267		Visa	100	1,341	24.645	67.680		43.035	175	90,780	34
short	6/08/15	2/22/16	259		Kirby	100	1,185	76.580	55.290	106.068	29.488	39	125,723	58
long	2/22/16	12/24/18	1036		NiSource	100	5,738	21.910	24.890		2.980	14	142,823	5
short	12/24/18	4/15/19	112		PG & E	100	6,169	23.150	23.720	22.580	-0.570	-2	139,306	-8
long	4/15/19	3/09/20	329		AES	100	7,700	18.090	14.580		-3.510	-19	112,279	-21
short	3/09/20	9/07/20	182		American Airlines	100	7,612	14.750	13.610	15.986	1.236	8	121,684	18
long	9/07/20	5/09/22	609		Apple	100	1,005	120.960	152.060		31.100	26	152,939	15
short	5/09/22	12/12/22	217		Boeing	100	1,147	133.310	186.270	80.350	-52.960	-40	92,194	-57
long	12/12/22	3/13/23	91		PG & E	100	5,758	16.010	15.760		-0.250	-2	90,755	-6
short	3/13/23	3/27/23	14		Dominion Resources	100	1,674	54.200	54.130	54.270	0.070	0	90,872	3
long	3/27/23	5/29/23	63		Boeing	100	453	200.570	203.630		3.060	2	92,258	9
short	5/29/23	7/24/23	56		Dominion Resources	100	1,850	49.860	53.890	45.830	-4.030	-8	84,803	-42
long	7/24/23	10/02/23	70		Delta Air Lines	100	1,786	47.480	36.450		-11.030	-23	65,103	-75
short	10/02/23	12/04/23	63		AES	100	4,597	14.160	17.980	10.340	-3.820	-27	47,543	-84
long	12/04/23	5/07/24	155		Matson	100	477	99.470	112.030		12.560	13	53,534	32
accum	11/05/07	5/07/24	6029	days out of 6701 invested (90%)							435		53,534	11

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Visa	long	12/19/11	6/08/15	1267	24.65	67.68		43.04	174.62	174.62
Avis Budget	short	2/18/08	7/20/09	518	12.21	7.19	20.73	8.52	69.82
	long	7/20/09	6/07/10	322	7.19	10.39		3.20	44.51	145.40
JetBlue Airways	short	11/05/07	1/28/08	84	8.55	4.94	14.80	6.25	73.08	73.08
Kirby	long	1/28/08	2/18/08	21	42.98	48.64		5.66	13.17
	short	6/08/15	2/22/16	259	76.58	55.29	106.07	29.49	38.51	56.75
Apple	long	9/07/20	5/09/22	609	120.96	152.06		31.10	25.71	25.71
NiSource	long	2/22/16	12/24/18	1036	21.91	24.89		2.98	13.60	13.60
Matson	long	12/04/23	5/07/24	155	99.47	112.03		12.56	12.63	12.63
American Airlines	short	3/09/20	9/07/20	182	14.75	13.61	15.99	1.24	8.38	8.38
PG & E	short	12/24/18	4/15/19	112	23.15	23.72	22.58	-0.57	-2.46
	long	12/12/22	3/13/23	91	16.01	15.76		-0.25	-1.56	-3.99
Dominion Resources	short	3/13/23	3/27/23	14	54.20	54.13	54.27	0.07	0.13
	short	5/29/23	7/24/23	56	49.86	53.89	45.83	-4.03	-8.08	-7.96
Exelon	short	6/07/10	7/19/10	42	37.73	41.82	33.64	-4.09	-10.84	-10.84
United Airlines	long	7/19/10	8/01/11	378	21.18	17.99		-3.19	-15.06	-15.06
Delta Air Lines	short	8/01/11	12/19/11	140	7.80	8.51	7.09	-0.71	-9.10
	long	7/24/23	10/02/23	70	47.48	36.45		-11.03	-23.23	-30.22
Boeing	short	5/09/22	12/12/22	217	133.31	186.27	80.35	-52.96	-39.73
	long	3/27/23	5/29/23	63	200.57	203.63		3.06	1.53	-38.81
AES	long	4/15/19	3/09/20	329	18.09	14.58		-3.51	-19.40
	short	10/02/23	12/04/23	63	14.16	17.98	10.34	-3.82	-26.98	-41.15

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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