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

Assessment - Dow Jones Composite Average - 13/03/23 - RS = 26

		⇓instrument	freshest		⇓ Δday	13/03/23	⇓ Δwk	12/09/22	prc diff	⇓ Δ26	∅-RS
		DJCA	10,804.700	Mon	0.81	10,715.100	0.84	11,151.100	-436.000	-3.91	-2.79
		Boeing	204.770	Mon	1.85	203.370	0.69	158.720	44.650	28.13	25.99
	L	United Airlines	43.090	Mon	0.12	48.830	-11.76	39.220	9.610	24.50	18.44
	L	Old Dominion FL	333.430	Mon	0.56	329.220	1.28	276.000	53.220	19.28	15.51
		Landstar System	171.720	Mon	-0.18	175.280	-2.03	147.970	27.310	18.46	12.01
		Merck (MSD)	105.850	Mon	1.68	105.730	0.11	88.160	17.570	19.93	11.80
		Ryder System	84.260	Mon	1.37	86.460	-2.54	79.680	6.780	8.51	8.24
	L	salesforce.com	185.250	Mon	0.22	175.510	5.55	165.630	9.880	5.97	7.57
		Caterpillar	220.310	Mon	2.47	224.700	-1.95	192.400	32.300	16.79	7.04
		Nike	121.200	Mon	0.67	116.860	3.71	112.380	4.480	3.99	5.05
		JP Morgan Chase	127.140	Mon	1.06	131.250	-3.13	120.580	10.670	8.85	4.85
		Expeditors Wash	105.320	Mon	-1.04	107.750	-2.26	104.580	3.170	3.03	4.66
	L	Kirby	67.360	Mon	3.55	68.860	-2.18	69.660	-0.800	-1.15	4.43
	L	Cisco Systems	50.940	Mon	1.49	48.410	5.23	46.400	2.010	4.33	3.73
		Visa	218.150	Mon	0.35	214.470	1.72	206.630	7.840	3.79	3.46
		Delta Air Lines	33.140	Mon	0.55	35.680	-7.12	33.150	2.530	7.63	3.13
		Edison International	69.000	Mon	1.83	67.390	2.39	71.120	-3.730	-5.24	3.04
		McDonald´s	270.740	Mon	1.32	263.080	2.91	260.370	2.710	1.04	2.87
	L	FedEx	216.240	Mon	-1.85	197.390	9.55	213.840	-16.450	-7.69	1.24
	L	Apple	157.400	Mon	1.55	150.470	4.61	163.430	-12.960	-7.93	0.93
		American Airlines	13.960	Mon	-0.14	14.850	-5.99	14.470	0.380	2.63	0.82
		American Express	158.740	Mon	1.42	157.630	0.70	162.450	-4.820	-2.97	0.25
	L	C.H. Robinson	95.970	Mon	0.06	101.290	-5.25	113.550	-12.260	-10.80	-0.33
		Honeywell	189.880	Mon	2.84	193.100	-1.67	192.030	1.070	0.56	-0.41
	L	UPS	183.490	Mon	-1.77	182.230	0.69	200.170	-17.940	-8.96	-0.58
		⇓instrument	freshest		⇓ Δday	13/03/23	⇓ Δwk	12/09/22	prc diff	⇓ Δ26	∅-RS
	S	Walmart	140.900	Mon	1.08	137.370	2.57	138.070	-0.700	-0.51	-0.63
	S	Consolidated Edison	96.910	Mon	1.34	92.790	4.44	101.920	-9.130	-8.96	-1.05
	L	Microsoft	272.230	Mon	-2.58	253.920	7.21	266.650	-12.730	-4.77	-1.31
	S	Travelers Companies	168.710	Mon	2.23	172.220	-2.04	165.330	6.890	4.17	-1.56
		J.B. Hunt	165.660	Mon	-1.10	173.550	-4.55	174.560	-1.010	-0.58	-1.74
	S	Atmos Energy	114.880	Mon	0.17	110.530	3.94	119.440	-8.910	-7.46	-2.30
		Avis Budget	175.110	Mon	1.00	188.470	-7.09	175.580	12.890	7.34	-2.36
	S	Coca-Cola	60.600	Mon	0.97	59.810	1.32	62.500	-2.690	-4.30	-2.95
		Chevron	154.580	Mon	1.47	158.710	-2.60	162.500	-3.790	-2.33	-3.56
		Exelon	41.820	Mon	-0.76	41.390	1.04	46.110	-4.720	-10.24	-4.05
	S	Procter & Gamble	145.130	Mon	1.54	138.140	5.06	141.100	-2.960	-2.10	-4.13
		Dow	51.260	Mon	2.48	52.400	-2.18	50.930	1.470	2.89	-4.16
		FirstEnergy	40.320	Mon	1.36	38.800	3.92	41.760	-2.960	-7.09	-4.33
		Alaska Air Group	39.270	Mon	-0.05	44.080	-10.91	46.820	-2.740	-5.85	-4.58
	S	Goldman Sachs	309.530	Mon	1.97	315.510	-1.90	342.580	-27.070	-7.90	-5.00
	S	Home Depot	289.260	Mon	0.30	286.520	0.96	297.540	-11.020	-3.70	-5.20
	S	AES	22.650	Mon	1.16	22.900	-1.09	27.590	-4.690	-17.00	-5.43
	S	AEP	91.760	Mon	1.17	89.380	2.66	105.180	-15.800	-15.02	-6.27
	S	Amgen	234.720	Mon	2.15	233.180	0.66	237.620	-4.440	-1.87	-6.62
	S	IBM	125.940	Mon	1.82	125.580	0.29	130.660	-5.080	-3.89	-6.75
	S	Xcel Energy	67.390	Mon	0.76	65.300	3.20	77.410	-12.110	-15.64	-6.77
	S	CSX	29.180	Mon	0.93	29.060	0.41	32.840	-3.780	-11.51	-7.57
	S	Southern	68.550	Mon	0.96	65.150	5.22	80.150	-15.000	-18.71	-7.86
	S	NextEra Energy	75.970	Mon	0.40	73.290	3.66	90.810	-17.520	-19.29	-8.29
	S	American Water	142.560	Mon	0.53	136.370	4.54	156.870	-20.500	-13.07	-8.68
		⇓instrument	freshest		⇓ Δday	13/03/23	⇓ Δwk	12/09/22	prc diff	⇓ Δ26	∅-RS
	S	Duke Energy	97.310	Mon	0.95	94.170	3.33	110.880	-16.710	-15.07	-9.00
	S	Sempra	147.510	Mon	1.49	143.970	2.46	175.650	-31.680	-18.04	-9.07
	S	UnitedHealth	476.960	Mon	1.59	463.680	2.86	531.250	-67.570	-12.72	-9.36
		PSEG	59.320	Mon	1.35	57.070	3.94	69.180	-12.110	-17.51	-9.49
		Union Pacific	189.690	Mon	-0.17	195.100	-2.77	234.160	-39.060	-16.68	-10.43
	S	Johnson & Johnson	153.890	Mon	0.99	153.060	0.54	165.640	-12.580	-7.59	-10.90
		Walt Disney	94.220	Mon	1.09	92.600	1.75	116.390	-23.790	-20.44	-11.53
	S	Walgreens Boots	33.190	Mon	0.85	33.570	-1.13	36.630	-3.060	-8.35	-13.63
	S	Norfolk Southern	205.330	Mon	0.70	207.630	-1.11	250.580	-42.950	-17.14	-14.31
		Verizon	37.430	Mon	1.74	36.540	2.44	42.760	-6.220	-14.55	-15.51
		JetBlue Airways	6.810	Mon	-1.59	7.090	-3.95	8.390	-1.300	-15.49	-17.27
	S	Southwest Airlines	30.080	Mon	0.17	31.060	-3.16	38.770	-7.710	-19.89	-18.20
	L	Intel	29.160	Mon	-2.18	26.950	8.20	31.560	-4.610	-14.61	-18.47
		Matson	60.580	Mon	0.97	60.130	0.75	75.450	-15.320	-20.30	-19.42
	S	3M	104.310	Mon	1.25	103.500	0.78	124.250	-20.750	-16.70	-19.99
	S	Dominion Resources	55.620	Mon	0.40	54.200	2.62	84.200	-30.000	-35.63	-24.11
DJCA - 65 out of 65 instruments rated - 13/03/23 / 12/09/22 - 20 did rise, Market-Ratio(26) = 30.77 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

7/01/19	scale up chart	13/03/23

Transactions Dow Jones Composite Average * 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
2/01/06		5/11/07	672		- cash -
short	5/11/07	28/01/08	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	28/01/08	18/02/08	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	18/02/08	20/07/09	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	20/07/09	7/06/10	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	7/06/10	19/07/10	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	19/07/10	1/08/11	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	1/08/11	19/12/11	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	19/12/11	8/06/15	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	8/06/15	22/02/16	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	22/02/16	24/12/18	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	24/12/18	15/04/19	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	15/04/19	9/03/20	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	9/03/20	7/09/20	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	7/09/20	9/05/22	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	9/05/22	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	13/03/23	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	13/03/23	20/03/23	7		3M	50	237	103.500	104.310	102.690	-0.810	-1	48,894	-34
					Dominion Resources	50	453	54.200	55.620	52.780	-1.420	-3	48,250	-75
100							-2						-59
accum	5/11/07	20/03/23	5615	days out of 6287 invested (89%)							383		48,250	11

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	19/12/11	8/06/15	1267	24.65	67.68		43.04	174.62	50	87.31	87.31
JetBlue Airways	short	5/11/07	28/01/08	84	8.55	4.94	14.80	6.25	73.08		36.54
	short	18/02/08	20/07/09	518	6.11	4.75	7.86	1.75	28.63		14.32
	short	9/05/22	12/12/22	217	9.88	7.69	12.69	2.81	28.48		14.24	78.31
Kirby	long	28/01/08	18/02/08	21	42.98	48.64		5.66	13.17		6.58
	long	19/12/11	8/06/15	1267	62.80	76.58		13.78	21.94		10.97
	short	8/06/15	22/02/16	259	76.58	55.29	106.07	29.49	38.51		19.25	41.05
Avis Budget	short	18/02/08	20/07/09	518	12.21	7.19	20.73	8.52	69.82		34.91
	long	20/07/09	7/06/10	322	7.19	10.39		3.20	44.51		22.25
	short	24/12/18	15/04/19	112	22.38	35.40	9.36	-13.02	-58.18		-29.09	16.96
American Water	long	22/02/16	24/12/18	1036	66.27	86.31		20.04	30.24		15.12	15.12
Alaska Air Group	short	5/11/07	28/01/08	84	5.96	5.94	5.97	0.02	0.30		0.15
	long	19/07/10	1/08/11	378	11.93	15.02		3.09	25.93		12.96	13.14
Apple	long	7/09/20	9/05/22	609	120.96	152.06		31.10	25.71		12.86	12.86
NiSource	long	22/02/16	24/12/18	1036	21.91	24.89		2.98	13.60		6.80	6.80
Kansas City Southern	short	8/06/15	22/02/16	259	93.12	83.01	104.46	11.34	12.18		6.09	6.09
Procter & Gamble	long	15/04/19	9/03/20	329	105.73	116.06		10.33	9.77		4.89	4.89
American Airlines	short	9/03/20	7/09/20	182	14.75	13.61	15.99	1.24	8.38		4.19	4.19
United Airlines	long	19/07/10	1/08/11	378	21.18	17.99		-3.19	-15.06		-7.53
	short	9/03/20	7/09/20	182	46.78	38.21	57.27	10.49	22.43		11.21	2.84
J.B. Hunt	long	28/01/08	18/02/08	21	27.90	29.47		1.57	5.63		2.81	2.81
Exxon Mobil	short	7/06/10	19/07/10	42	59.30	58.43	60.18	0.88	1.49		0.74	0.74
3M	short	13/03/23	20/03/23	7	103.50	104.31	102.69	-0.81	-0.78		-0.39	-0.39
Dominion Resources	short	13/03/23	20/03/23	7	54.20	55.62	52.78	-1.42	-2.62		-1.31	-1.31
PG & E	short	24/12/18	15/04/19	112	23.15	23.72	22.58	-0.57	-2.46		-1.23
	long	12/12/22	13/03/23	91	16.01	15.76		-0.25	-1.56		-0.78	-2.00
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
FedEx	long	7/09/20	9/05/22	609	226.12	208.43		-17.69	-7.82		-3.91	-3.91
Delta Air Lines	short	1/08/11	19/12/11	140	7.80	8.51	7.09	-0.71	-9.10		-4.55	-4.55
Exelon	short	7/06/10	19/07/10	42	37.73	41.82	33.64	-4.09	-10.84		-5.42	-5.42
Cisco Systems	short	1/08/11	19/12/11	140	15.83	17.69	13.97	-1.86	-11.75		-5.87	-5.87
Goldman Sachs	long	20/07/09	7/06/10	322	160.03	138.68		-21.35	-13.34		-6.67	-6.67
AES	long	15/04/19	9/03/20	329	18.09	14.58		-3.51	-19.40		-9.70
	long	12/12/22	13/03/23	91	29.11	22.90		-6.21	-21.33		-10.67	-19.33
Boeing	short	9/05/22	12/12/22	217	133.31	186.27	80.35	-52.96	-39.73		-19.86	-19.86

Annotations

29/06/21	CSX	stock split 1:3 (three for one)
24/12/15	Nike	stock split 1:2 (two for one)
15/10/15	DJCA	American Airlines replaces Con-Way
19/03/15	Visa	forward stock split 1:4 (four for one)
18/03/15	DJIA	Apple replaces AT&T


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