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

Assessment - Dow Jones Composite Average in Dollar - 7/01/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	∅-RS
		DJCA	12,636.800	8/12/24	-0.32	12,447.100	1.52	12,250.000	197.100	1.61	3.47
	L	Kirby	116.510	8/12/24	-0.14	121.050	-3.75	78.480	42.570	54.24	39.53
		Uber Technologies	69.260	8/12/24	1.05	71.100	-2.59	58.380	12.720	21.79	26.27
		American Express	237.050	8/12/24	-0.34	233.810	1.39	187.340	46.470	24.81	24.48
	L	Goldman Sachs	485.500	8/12/24	-0.97	463.660	4.71	385.770	77.890	20.19	24.06
		Matson	130.130	8/12/24	0.73	129.080	0.81	109.600	19.480	17.77	22.06
	L	Walmart	68.700	8/12/24	1.10	67.480	1.81	52.550	14.930	28.41	21.39
		Microsoft	406.810	8/12/24	0.19	456.730	-10.93	376.040	80.690	21.46	21.25
		Delta Air Lines	39.060	8/12/24	-0.61	46.920	-16.75	40.230	6.690	16.63	19.00
		JP Morgan Chase	206.190	8/12/24	0.19	205.450	0.36	170.100	35.350	20.78	18.62
	L	Apple	217.530	8/12/24	0.71	216.750	0.36	192.530	24.220	12.58	18.50
	L	PSEG	80.510	8/12/24	0.81	73.630	9.34	61.150	12.480	20.41	15.99
	L	NextEra Energy	77.580	8/12/24	0.15	69.900	10.99	60.740	9.160	15.08	14.55
		Ryder System	131.840	8/12/24	-1.29	122.690	7.46	115.060	7.630	6.63	12.31
	L	Amgen	320.000	8/12/24	-0.77	311.010	2.89	288.020	22.990	7.98	11.69
		United Airlines	40.420	8/12/24	-2.51	48.330	-16.37	41.260	7.070	17.14	11.62
		Merck (MSD)	113.480	8/12/24	-0.93	127.900	-11.27	109.020	18.880	17.32	11.58
		Caterpillar	336.030	8/12/24	-0.66	329.080	2.11	295.670	33.410	11.30	11.20
		Travelers Companies	209.730	8/12/24	-1.29	202.970	3.33	190.490	12.480	6.55	10.84
	L	Southern	87.200	8/12/24	0.46	77.000	13.25	70.120	6.880	9.81	10.63
	L	Procter & Gamble	166.810	8/12/24	-2.19	162.720	2.51	146.540	16.180	11.04	8.63
	L	Honeywell	196.790	8/12/24	-0.73	210.950	-6.71	209.710	1.240	0.59	7.95
	L	AEP	97.140	8/12/24	-0.40	87.280	11.30	81.220	6.060	7.46	7.82
	L	Duke Energy	113.370	8/12/24	0.62	99.350	14.11	97.040	2.310	2.38	7.65
		Walt Disney	85.950	8/12/24	-0.30	98.040	-12.33	90.290	7.750	8.58	7.11
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	∅-RS
	L	AES	16.710	8/12/24	0.30	17.440	-4.19	19.250	-1.810	-9.40	7.05
		IBM	189.480	8/12/24	-1.03	175.100	8.21	163.550	11.550	7.06	6.95
		Verizon	40.530	8/12/24	-0.54	41.740	-2.90	37.700	4.040	10.72	6.94
		Visa	259.890	8/12/24	0.05	263.240	-1.27	260.350	2.890	1.11	5.92
		Home Depot	345.810	8/12/24	-0.81	336.190	2.86	346.550	-10.360	-2.99	5.89
	L	Coca-Cola	68.170	8/12/24	-0.74	63.280	7.73	58.930	4.350	7.38	5.27
		Edison International	82.410	8/12/24	0.52	71.190	15.76	71.490	-0.300	-0.42	4.14
	L	Sempra	78.990	8/12/24	0.74	74.970	5.36	74.730	0.240	0.32	3.72
		Expeditors Wash	119.110	8/12/24	0.03	120.870	-1.46	127.200	-6.330	-4.98	3.52
		Dominion Resources	54.720	8/12/24	0.46	48.010	13.98	47.000	1.010	2.15	3.21
		Alaska Air Group	34.590	8/12/24	-0.26	40.090	-13.72	39.070	1.020	2.61	3.07
	L	C.H. Robinson	98.700	8/12/24	0.20	86.810	13.70	86.390	0.420	0.49	2.90
		FirstEnergy	42.200	8/12/24	0.55	38.310	10.15	36.660	1.650	4.50	2.36
	L	3M	123.360	8/12/24	-0.65	100.610	22.61	109.320	-8.710	-7.97	2.10
		Dow	52.220	8/12/24	-0.84	52.630	-0.78	54.840	-2.210	-4.03	2.08
		Atmos Energy	128.640	8/12/24	0.46	115.980	10.92	115.900	0.080	0.07	1.36
		Consolidated Edison	101.940	8/12/24	0.91	88.810	14.78	90.970	-2.160	-2.37	-0.07
	L	American Water	142.560	8/12/24	0.20	127.760	11.58	131.990	-4.230	-3.20	-0.28
		Chevron	145.020	8/12/24	0.02	156.520	-7.35	149.160	7.360	4.93	-1.57
	S	FedEx	279.150	8/12/24	0.63	298.680	-6.54	252.970	45.710	18.07	-1.79
		Norfolk Southern	237.180	8/12/24	-1.02	214.060	10.80	236.380	-22.320	-9.44	-1.82
		Southwest Airlines	25.380	8/12/24	0.20	28.110	-9.71	28.880	-0.770	-2.67	-1.88
	S	CSX	33.500	8/12/24	-1.47	33.590	-0.27	34.670	-1.080	-3.12	-2.31
		Landstar System	185.110	8/12/24	-1.04	183.400	0.93	193.650	-10.250	-5.29	-2.59
	S	Union Pacific	236.750	8/12/24	-0.32	224.860	5.29	245.620	-20.760	-8.45	-2.65
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	∅-RS
	S	UnitedHealth	565.290	8/12/24	1.17	494.650	14.28	526.470	-31.820	-6.04	-3.00
	S	salesforce.com	251.310	8/12/24	-0.48	256.210	-1.91	263.140	-6.930	-2.63	-5.37
		Nike	74.640	8/12/24	0.40	76.830	-2.85	108.570	-31.740	-29.23	-6.53
	S	Johnson & Johnson	159.880	8/12/24	-0.46	146.440	9.18	156.740	-10.300	-6.57	-7.04
		Exelon	36.900	8/12/24	-0.54	34.550	6.80	35.900	-1.350	-3.76	-7.81
	L	Xcel Energy	58.020	8/12/24	0.10	52.430	10.66	61.910	-9.480	-15.31	-8.41
	S	McDonald´s	269.460	8/12/24	0.58	249.990	7.79	296.510	-46.520	-15.69	-9.22
	S	Cisco Systems	44.860	8/12/24	-1.34	47.520	-5.60	50.520	-3.000	-5.94	-9.84
	S	Old Dominion FL	190.620	8/12/24	-1.35	178.700	6.67	202.665	-23.965	-11.82	-12.27
		Boeing	164.130	8/12/24	-2.25	186.700	-12.09	260.660	-73.960	-28.37	-12.42
	S	UPS	124.860	8/12/24	-0.76	135.950	-8.16	157.230	-21.280	-13.53	-12.75
	S	J.B. Hunt	162.770	8/12/24	-0.20	158.680	2.58	199.740	-41.060	-20.56	-15.32
	S	Intel	19.360	8/12/24	-1.78	30.840	-37.22	50.250	-19.410	-38.63	-17.91
	S	American Airlines	9.610	8/12/24	-2.54	11.040	-12.95	13.740	-2.700	-19.65	-18.40
	S	Walgreens Boots	10.200	8/12/24	-4.49	11.580	-11.92	26.110	-14.530	-55.65	-31.24
		Avis Budget	83.110	8/12/24	-4.43	101.280	-17.94	177.260	-75.980	-42.86	-32.59
DJCA - 65 out of 65 instruments rated - 7/01/24 / 1/01/24 - 36 did rise, Market-Ratio(26) in USD = 55.38 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

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

Transactions Dow Jones Composite Average in Dollar * 26 - 60/40 (2)

													⇐
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	50	584	8.550	4.940	14.798	6.248	73	13,649	984
					Alaska Air Group	50	840	5.955	5.937	5.973	0.018	0	13,664	1
100							37						288
long	1/28/08	2/18/08	21		Kirby	50	158	42.980	48.640		5.660	13	14,558	759
					J.B. Hunt	50	246	27.900	29.470		1.570	6	14,945	159
100							9						375
short	2/18/08	7/20/09	518		JetBlue Airways	50	1,222	6.110	4.750	7.859	1.749	29	17,082	19
					Avis Budget	50	612	12.210	7.190	20.735	8.525	70	22,300	45
100							49						33
long	7/20/09	6/07/10	322		Avis Budget	50	1,550	7.190	10.390		3.200	45	27,260	52
					Goldman Sachs	50	69	160.030	138.680		-21.350	-13	25,786	-15
100							16						18
short	6/07/10	7/19/10	42		Exxon Mobil	50	217	59.300	58.430	60.183	0.883	1	25,978	14
					Exelon	50	342	37.730	41.820	33.640	-4.090	-11	24,579	-63
100							-5						-34
long	7/19/10	8/01/11	378		United Airlines	50	580	21.180	17.990		-3.190	-15	22,729	-15
					Alaska Air Group	50	1,031	11.925	15.017		3.092	26	25,917	25
100							5						5
short	8/01/11	12/19/11	140		Cisco Systems	50	818	15.830	17.690	13.970	-1.860	-12	24,395	-28
					Delta Air Lines	50	1,662	7.800	8.510	7.090	-0.710	-9	23,215	-22
100							-10						-25
long	12/19/11	6/08/15	1267		Kirby	50	184	62.800	76.580		13.780	22	25,751	6
					Visa	50	473	24.645	67.680		43.035	175	46,107	34
100							99						22
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	6/08/15	2/22/16	259		Kirby	50	301	76.580	55.290	106.068	29.488	39	54,982	58
					Kansas City Southern	50	247	93.120	83.010	104.461	11.341	12	57,784	18
100							25						38
long	2/22/16	12/24/18	1036		NiSource	50	1,318	21.910	24.890		2.980	14	61,711	5
					American Water	50	436	66.270	86.310		20.040	30	70,449	10
100							22						7
short	12/24/18	4/15/19	112		PG & E	50	1,521	23.150	23.720	22.580	-0.570	-2	69,582	-8
					Avis Budget	50	1,574	22.380	35.400	9.360	-13.020	-58	49,088	-94
100							-30						-69
long	4/15/19	3/09/20	329		Procter & Gamble	50	232	105.730	116.060		10.330	10	51,485	11
					AES	50	1,357	18.090	14.580		-3.510	-19	46,722	-21
100							-5						-5
short	3/09/20	9/07/20	182		United Airlines	50	499	46.780	38.210	57.272	10.492	22	51,957	50
					American Airlines	50	1,584	14.750	13.610	15.986	1.236	8	53,914	18
100							15						33
long	9/07/20	5/09/22	609		Apple	50	222	120.960	152.060		31.100	26	60,819	15
					FedEx	50	119	226.120	208.430		-17.690	-8	58,713	-5
100							9						5
short	5/09/22	12/12/22	217		Boeing	50	220	133.310	186.270	80.350	-52.960	-40	47,062	-57
					JetBlue Airways	50	2,974	9.880	7.690	12.694	2.814	28	55,430	52
100							-6						-9
long	12/12/22	3/13/23	91		AES	50	952	29.110	22.900		-6.210	-21	49,518	-62
					PG & E	50	1,731	16.010	15.760		-0.250	-2	49,086	-6
100							-11						-39
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	3/13/23	3/27/23	14		3M	50	237	103.500	101.490	105.550	2.050	2	49,571	67
					Dominion Resources	50	453	54.200	54.130	54.270	0.070	0	49,603	3
100							1						31
long	3/27/23	5/29/23	63		Boeing	50	123	200.570	203.630		3.060	2	49,979	9
					salesforce.com	50	130	191.260	215.440		24.180	13	53,123	99
100							7						49
short	5/29/23	7/24/23	56		3M	50	273	96.940	104.270	89.610	-7.330	-8	51,122	-40
					Dominion Resources	50	534	49.860	53.890	45.830	-4.030	-8	48,970	-42
100							-8						-41
long	7/24/23	10/02/23	70		Delta Air Lines	50	515	47.480	36.450		-11.030	-23	43,289	-75
					salesforce.com	50	108	225.660	203.710		-21.950	-10	40,919	-41
100							-16						-61
short	10/02/23	12/04/23	63		AES	50	1,444	14.160	17.980	10.340	-3.820	-27	35,403	-84
					JetBlue Airways	50	4,412	4.640	4.840	4.440	-0.200	-4	34,520	-23
100							-16						-63
long	12/04/23	8/12/24	252		Matson	50	173	99.470	130.130		30.660	31	39,824	48
					salesforce.com	50	69	250.660	251.310		0.650	0	39,869	0
100							16						23
accum	11/05/07	8/12/24	6460	days out of 7132 invested (91%)							299		39,869	8

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Visa	long	12/19/11	6/08/15	1267	24.65	67.68		43.04	174.62	50	87.31	87.31
JetBlue Airways	short	11/05/07	1/28/08	84	8.55	4.94	14.80	6.25	73.08		36.54
	short	2/18/08	7/20/09	518	6.11	4.75	7.86	1.75	28.63		14.32
	short	5/09/22	12/12/22	217	9.88	7.69	12.69	2.81	28.48		14.24
	short	10/02/23	12/04/23	63	4.64	4.84	4.44	-0.20	-4.31		-2.16	74.47
Kirby	long	1/28/08	2/18/08	21	42.98	48.64		5.66	13.17		6.58
	long	12/19/11	6/08/15	1267	62.80	76.58		13.78	21.94		10.97
	short	6/08/15	2/22/16	259	76.58	55.29	106.07	29.49	38.51		19.25	41.05
Avis Budget	short	2/18/08	7/20/09	518	12.21	7.19	20.73	8.52	69.82		34.91
	long	7/20/09	6/07/10	322	7.19	10.39		3.20	44.51		22.25
	short	12/24/18	4/15/19	112	22.38	35.40	9.36	-13.02	-58.18		-29.09	16.96
Matson	long	12/04/23	8/12/24	252	99.47	130.13		30.66	30.82		15.41	15.41
American Water	long	2/22/16	12/24/18	1036	66.27	86.31		20.04	30.24		15.12	15.12
Alaska Air Group	short	11/05/07	1/28/08	84	5.96	5.94	5.97	0.02	0.30		0.15
	long	7/19/10	8/01/11	378	11.93	15.02		3.09	25.93		12.96	13.14
Apple	long	9/07/20	5/09/22	609	120.96	152.06		31.10	25.71		12.86	12.86
NiSource	long	2/22/16	12/24/18	1036	21.91	24.89		2.98	13.60		6.80	6.80
Kansas City Southern	short	6/08/15	2/22/16	259	93.12	83.01	104.46	11.34	12.18		6.09	6.09
Procter & Gamble	long	4/15/19	3/09/20	329	105.73	116.06		10.33	9.77		4.89	4.89
American Airlines	short	3/09/20	9/07/20	182	14.75	13.61	15.99	1.24	8.38		4.19	4.19
United Airlines	long	7/19/10	8/01/11	378	21.18	17.99		-3.19	-15.06		-7.53
	short	3/09/20	9/07/20	182	46.78	38.21	57.27	10.49	22.43		11.21	2.84
J.B. Hunt	long	1/28/08	2/18/08	21	27.90	29.47		1.57	5.63		2.81	2.81
salesforce.com	long	3/27/23	5/29/23	63	191.26	215.44		24.18	12.64		6.32
	long	7/24/23	10/02/23	70	225.66	203.71		-21.95	-9.73		-4.86
	long	12/04/23	8/12/24	252	250.66	251.31		0.65	0.26		0.13	1.28
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Exxon Mobil	short	6/07/10	7/19/10	42	59.30	58.43	60.18	0.88	1.49		0.74	0.74
PG & E	short	12/24/18	4/15/19	112	23.15	23.72	22.58	-0.57	-2.46		-1.23
	long	12/12/22	3/13/23	91	16.01	15.76		-0.25	-1.56		-0.78	-2.00
3M	short	3/13/23	3/27/23	14	103.50	101.49	105.55	2.05	1.98		0.99
	short	5/29/23	7/24/23	56	96.94	104.27	89.61	-7.33	-7.56		-3.78	-2.83
FedEx	long	9/07/20	5/09/22	609	226.12	208.43		-17.69	-7.82		-3.91	-3.91
Dominion Resources	short	3/13/23	3/27/23	14	54.20	54.13	54.27	0.07	0.13		0.06
	short	5/29/23	7/24/23	56	49.86	53.89	45.83	-4.03	-8.08		-4.04	-3.98
Exelon	short	6/07/10	7/19/10	42	37.73	41.82	33.64	-4.09	-10.84		-5.42	-5.42
Cisco Systems	short	8/01/11	12/19/11	140	15.83	17.69	13.97	-1.86	-11.75		-5.87	-5.87
Goldman Sachs	long	7/20/09	6/07/10	322	160.03	138.68		-21.35	-13.34		-6.67	-6.67
Delta Air Lines	short	8/01/11	12/19/11	140	7.80	8.51	7.09	-0.71	-9.10		-4.55
	long	7/24/23	10/02/23	70	47.48	36.45		-11.03	-23.23		-11.62	-15.64
Boeing	short	5/09/22	12/12/22	217	133.31	186.27	80.35	-52.96	-39.73		-19.86
	long	3/27/23	5/29/23	63	200.57	203.63		3.06	1.53		0.76	-19.25
AES	long	4/15/19	3/09/20	329	18.09	14.58		-3.51	-19.40		-9.70
	long	12/12/22	3/13/23	91	29.11	22.90		-6.21	-21.33		-10.67
	short	10/02/23	12/04/23	63	14.16	17.98	10.34	-3.82	-26.98		-13.49	-30.21

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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