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

Assessment - Dow Jones Composite Average - 16/05/22 - RS = 26

		⇓instrument	freshest		⇓ Δday	16/05/22	⇓ Δwk	15/11/21	prc diff	⇓ Δ26	∅-RS
	S	DJCA	10,651.900	Fri	0.14	11,024.700	-3.38	12,176.800	-1,152.100	-9.46	-5.29
		Avis Budget	174.680	Fri	-2.80	207.470	-15.80	273.910	-66.440	-24.26	54.15
	L	Chevron	167.820	Fri	0.58	173.010	-3.00	116.820	56.190	48.10	46.50
	L	Consolidated Edison	95.810	Fri	1.04	95.040	0.81	78.770	16.270	20.66	17.89
	L	Merck (MSD)	93.550	Fri	1.59	92.320	1.33	83.690	8.630	10.31	17.38
	L	CenterPoint Energy	30.580	Fri	-0.26	30.970	-1.26	26.950	4.020	14.92	14.89
		NiSource	30.280	Fri	-0.10	30.430	-0.49	25.540	4.890	19.15	14.38
	L	Coca-Cola	60.980	Fri	1.63	65.960	-7.55	56.620	9.340	16.50	14.34
	L	Southern	73.410	Fri	0.11	74.250	-1.13	62.200	12.050	19.37	12.68
	L	AEP	99.700	Fri	0.67	99.390	0.31	82.880	16.510	19.92	12.38
	L	Dow	68.110	Fri	-0.95	67.980	0.19	59.920	8.060	13.45	11.56
	L	C.H. Robinson	101.920	Fri	0.72	106.860	-4.62	95.620	11.240	11.75	10.15
		UnitedHealth	485.730	Fri	1.50	489.220	-0.71	450.800	38.420	8.52	9.47
		PG & E	11.740	Fri	-3.29	11.790	-0.42	12.380	-0.590	-4.77	8.36
		Travelers Companies	168.240	Fri	-0.63	174.500	-3.59	158.060	16.440	10.40	8.31
		Edison International	65.850	Fri		66.590	-1.11	64.580	2.010	3.11	8.11
		Matson	84.690	Fri	0.11	87.700	-3.43	93.150	-5.450	-5.85	8.07
		Dominion Resources	82.540	Fri	0.40	83.690	-1.37	75.880	7.810	10.29	7.50
	L	Amgen	247.500	Fri	1.12	243.870	1.49	207.400	36.470	17.58	7.15
		Ryder System	79.400	Fri	0.11	83.190	-4.56	87.330	-4.140	-4.74	6.87
		Kirby	62.900	Fri	-0.47	64.100	-1.87	58.380	5.720	9.80	6.56
	L	Duke Energy	109.830	Fri	0.81	110.030	-0.18	100.600	9.430	9.37	6.06
		PSEG	67.550	Fri	-0.18	68.060	-0.75	63.340	4.720	7.45	5.89
	L	Johnson & Johnson	176.980	Fri	1.75	178.080	-0.62	163.520	14.560	8.90	5.42
		Procter & Gamble	141.790	Fri	0.06	155.120	-8.59	147.400	7.720	5.24	5.05
		⇓instrument	freshest		⇓ Δday	16/05/22	⇓ Δwk	15/11/21	prc diff	⇓ Δ26	∅-RS
		FirstEnergy	42.370	Fri	0.83	41.750	1.49	39.450	2.300	5.83	4.81
	L	Walmart	119.200	Fri	0.11	148.210	-19.57	146.910	1.300	0.88	3.19
	L	IBM	128.480	Fri	-0.91	135.030	-4.85	118.870	16.160	13.59	0.96
	S	McDonald´s	233.910	Fri	2.14	244.040	-4.15	252.940	-8.900	-3.52	-0.25
		Caterpillar	197.820	Fri	-4.32	207.190	-4.52	207.710	-0.520	-0.25	-1.26
	S	CSX	30.940	Fri		33.260	-6.98	35.190	-1.930	-5.48	-1.95
	S	Union Pacific	213.580	Fri	-1.35	227.890	-6.28	241.460	-13.570	-5.62	-2.00
		Exelon	47.150	Fri	-0.42	46.870	0.60	54.770	-7.900	-14.42	-3.41
	S	J.B. Hunt	164.380	Fri	2.34	173.480	-5.25	199.350	-25.870	-12.98	-4.49
	S	Apple	137.590	Fri	0.17	145.540	-5.46	150.000	-4.460	-2.97	-4.74
		Expeditors Wash	105.440	Fri	1.69	111.250	-5.22	128.890	-17.640	-13.69	-5.57
	L	Delta Air Lines	38.640	Fri	-1.53	38.170	1.23	42.380	-4.210	-9.93	-5.63
		Landstar System	145.650	Fri	2.27	152.100	-4.24	179.590	-27.490	-15.31	-5.85
	L	United Airlines	43.550	Fri	-1.49	43.540	0.02	50.480	-6.940	-13.75	-6.15
		Honeywell	189.750	Fri	-1.51	193.960	-2.17	222.470	-28.510	-12.82	-7.87
	S	Norfolk Southern	228.860	Fri	0.36	247.100	-7.38	275.400	-28.300	-10.28	-8.11
	S	American Express	153.240	Fri	-0.49	156.430	-2.04	183.130	-26.700	-14.58	-8.39
	S	Verizon	49.530	Fri	0.88	49.040	1.00	52.400	-3.360	-6.41	-8.48
	S	Walgreens Boots	40.960	Fri	0.86	44.150	-7.23	49.220	-5.070	-10.30	-9.17
	L	Southwest Airlines	42.650	Fri	-2.11	43.180	-1.23	49.130	-5.950	-12.11	-9.66
	S	Visa	199.030	Fri	0.84	197.810	0.62	212.300	-14.490	-6.83	-10.39
	S	Old Dominion FL	243.180	Fri	1.98	262.480	-7.35	359.680	-97.200	-27.02	-10.64
	S	Microsoft	252.560	Fri	-0.23	261.500	-3.42	336.070	-74.570	-22.19	-11.06
	S	UPS	171.040	Fri	2.18	179.770	-4.86	211.520	-31.750	-15.01	-11.12
	S	Cisco Systems	42.940	Fri	2.92	49.000	-12.37	57.270	-8.270	-14.44	-11.73
		⇓instrument	freshest		⇓ Δday	16/05/22	⇓ Δwk	15/11/21	prc diff	⇓ Δ26	∅-RS
	S	American Water	145.570	Fri	0.36	145.970	-0.27	172.680	-26.710	-15.47	-11.94
	S	Home Depot	287.190	Fri	-0.20	295.990	-2.97	371.080	-75.090	-20.24	-12.66
	S	NextEra Energy	71.220	Fri	1.08	70.120	1.57	87.340	-17.220	-19.72	-12.66
	L	American Airlines	16.260	Fri	-2.93	16.550	-1.75	20.320	-3.770	-18.55	-12.85
		3M	143.830	Fri	-2.13	150.500	-4.43	183.310	-32.810	-17.90	-14.02
		FedEx	200.900	Fri	0.93	209.720	-4.21	252.300	-42.580	-16.88	-15.18
	S	AES	20.530	Fri	-0.68	20.060	2.34	25.030	-4.970	-19.86	-15.52
	S	Intel	41.650	Fri	-0.86	43.080	-3.32	50.320	-7.240	-14.39	-16.30
	S	Goldman Sachs	306.800	Fri	-0.45	303.440	1.11	404.810	-101.370	-25.04	-17.88
	S	Alaska Air Group	46.100	Fri	-1.41	45.600	1.10	55.670	-10.070	-18.09	-18.86
	S	JP Morgan Chase	117.340	Fri	-0.82	118.260	-0.78	166.560	-48.300	-29.00	-22.27
	S	Nike	108.000	Fri	1.47	112.600	-4.09	168.850	-56.250	-33.31	-23.88
	S	salesforce.com	159.650	Fri	2.60	164.120	-2.72	305.490	-141.370	-46.28	-30.55
	S	Walt Disney	102.420	Fri	-0.70	105.180	-2.62	158.430	-53.250	-33.61	-32.64
	S	JetBlue Airways	10.190	Fri	-0.59	9.450	7.83	15.360	-5.910	-38.48	-36.19
	S	Boeing	120.700	Fri	-5.07	124.050	-2.70	233.090	-109.040	-46.78	-40.19
DJCA - 65 out of 65 instruments rated - 16/05/22 / 15/11/21 - 23 did rise, Market-Ratio(26) = 35.38 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/01/18	scale up chart	16/05/22

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	20/05/22	11		Boeing	50	220	133.310	120.700	147.237	13.927	10	61,777	2,604
					JetBlue Airways	50	2,974	9.880	10.190	9.570	-0.310	-3	60,856	-65
100							4						228
accum	5/11/07	20/05/22	5311	days out of 5983 invested (89%)							509		60,856	13

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	20/05/22	11	9.88	10.19	9.57	-0.31	-3.14		-1.57	53.64
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
Boeing	short	9/05/22	20/05/22	11	133.31	120.70	147.24	13.93	10.45		5.22	5.22
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
PG & E	short	24/12/18	15/04/19	112	23.15	23.72	22.58	-0.57	-2.46		-1.23	-1.23
FedEx	long	7/09/20	9/05/22	609	226.12	208.43		-17.69	-7.82		-3.91	-3.91
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
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	-9.70

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
1/07/15	NiSource	company split (CPGX) by a ratio of 1.000:2.545
19/03/15	Visa	forward stock split 1:4 (four for one)
18/03/15	DJIA	Apple replaces AT&T


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