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

Assessment - Dow Jones Composite Average - 7/01/24 - RS = 17

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	3/04/24	prc diff	⇓ Δ17	∅-RS
		DJCA	12,636.800	8/12/24	-0.32	12,447.100	1.52	12,430.800	16.300	0.13	3.47
	L	Kirby	116.510	8/12/24	-0.14	121.050	-3.75	89.340	31.710	35.49	39.53
		Uber Technologies	69.260	8/12/24	1.05	71.100	-2.59	81.300	-10.200	-12.55	26.27
		American Express	237.050	8/12/24	-0.34	233.810	1.39	218.910	14.900	6.81	24.48
	L	Goldman Sachs	485.500	8/12/24	-0.97	463.660	4.71	392.250	71.410	18.21	24.06
		Matson	130.130	8/12/24	0.73	129.080	0.81	108.240	20.840	19.25	22.06
	L	Walmart	68.700	8/12/24	1.10	67.480	1.81	59.300	8.180	13.79	21.39
		Microsoft	406.810	8/12/24	0.19	456.730	-10.93	414.920	41.810	10.08	21.25
		Delta Air Lines	39.060	8/12/24	-0.61	46.920	-16.75	41.570	5.350	12.87	19.00
		JP Morgan Chase	206.190	8/12/24	0.19	205.450	0.36	186.680	18.770	10.05	18.62
	L	Apple	217.530	8/12/24	0.71	216.750	0.36	175.100	41.650	23.79	18.50
	L	PSEG	80.510	8/12/24	0.81	73.630	9.34	63.360	10.270	16.21	15.99
	L	NextEra Energy	77.580	8/12/24	0.15	69.900	10.99	54.970	14.930	27.16	14.55
		Ryder System	131.840	8/12/24	-1.29	122.690	7.46	113.130	9.560	8.45	12.31
	L	Amgen	320.000	8/12/24	-0.77	311.010	2.89	279.390	31.620	11.32	11.69
		United Airlines	40.420	8/12/24	-2.51	48.330	-16.37	44.140	4.190	9.49	11.62
		Merck (MSD)	113.480	8/12/24	-0.93	127.900	-11.27	124.050	3.850	3.10	11.58
		Caterpillar	336.030	8/12/24	-0.66	329.080	2.11	338.650	-9.570	-2.83	11.20
		Travelers Companies	209.730	8/12/24	-1.29	202.970	3.33	219.070	-16.100	-7.35	10.84
	L	Southern	87.200	8/12/24	0.46	77.000	13.25	68.200	8.800	12.90	10.63
	L	Procter & Gamble	166.810	8/12/24	-2.19	162.720	2.51	159.560	3.160	1.98	8.63
	L	Honeywell	196.790	8/12/24	-0.73	210.950	-6.71	199.240	11.710	5.88	7.95
	L	AEP	97.140	8/12/24	-0.40	87.280	11.30	84.950	2.330	2.74	7.82
	L	Duke Energy	113.370	8/12/24	0.62	99.350	14.11	92.420	6.930	7.50	7.65
		Walt Disney	85.950	8/12/24	-0.30	98.040	-12.33	113.690	-15.650	-13.77	7.11
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	3/04/24	prc diff	⇓ Δ17	∅-RS
	L	AES	16.710	8/12/24	0.30	17.440	-4.19	16.070	1.370	8.53	7.05
		IBM	189.480	8/12/24	-1.03	175.100	8.21	193.060	-17.960	-9.30	6.95
		Verizon	40.530	8/12/24	-0.54	41.740	-2.90	40.310	1.430	3.55	6.94
		Visa	259.890	8/12/24	0.05	263.240	-1.27	280.530	-17.290	-6.16	5.92
		Home Depot	345.810	8/12/24	-0.81	336.190	2.86	380.370	-44.180	-11.62	5.89
	L	Coca-Cola	68.170	8/12/24	-0.74	63.280	7.73	59.810	3.470	5.80	5.27
		Edison International	82.410	8/12/24	0.52	71.190	15.76	67.460	3.730	5.53	4.14
	L	Sempra	78.990	8/12/24	0.74	74.970	5.36	70.740	4.230	5.98	3.72
		Expeditors Wash	119.110	8/12/24	0.03	120.870	-1.46	119.960	0.910	0.76	3.52
		Dominion Resources	54.720	8/12/24	0.46	48.010	13.98	46.700	1.310	2.81	3.21
		Alaska Air Group	34.590	8/12/24	-0.26	40.090	-13.72	36.870	3.220	8.73	3.07
	L	C.H. Robinson	98.700	8/12/24	0.20	86.810	13.70	70.450	16.360	23.22	2.90
		FirstEnergy	42.200	8/12/24	0.55	38.310	10.15	37.270	1.040	2.79	2.36
	L	3M	123.360	8/12/24	-0.65	100.610	22.61	91.440	9.170	10.03	2.10
		Dow	52.220	8/12/24	-0.84	52.630	-0.78	57.020	-4.390	-7.70	2.08
		Atmos Energy	128.640	8/12/24	0.46	115.980	10.92	114.680	1.300	1.13	1.36
		Consolidated Edison	101.940	8/12/24	0.91	88.810	14.78	89.130	-0.320	-0.36	-0.07
	L	American Water	142.560	8/12/24	0.20	127.760	11.58	121.700	6.060	4.98	-0.28
		Chevron	145.020	8/12/24	0.02	156.520	-7.35	148.880	7.640	5.13	-1.57
	S	FedEx	279.150	8/12/24	0.63	298.680	-6.54	246.770	51.910	21.04	-1.79
		Norfolk Southern	237.180	8/12/24	-1.02	214.060	10.80	259.170	-45.110	-17.41	-1.82
		Southwest Airlines	25.380	8/12/24	0.20	28.110	-9.71	34.110	-6.000	-17.59	-1.88
	S	CSX	33.500	8/12/24	-1.47	33.590	-0.27	38.380	-4.790	-12.48	-2.31
		Landstar System	185.110	8/12/24	-1.04	183.400	0.93	185.410	-2.010	-1.08	-2.59
	S	Union Pacific	236.750	8/12/24	-0.32	224.860	5.29	253.470	-28.610	-11.29	-2.65
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	3/04/24	prc diff	⇓ Δ17	∅-RS
	S	UnitedHealth	565.290	8/12/24	1.17	494.650	14.28	481.870	12.780	2.65	-3.00
	S	salesforce.com	251.310	8/12/24	-0.48	256.210	-1.91	314.640	-58.430	-18.57	-5.37
		Nike	74.640	8/12/24	0.40	76.830	-2.85	99.540	-22.710	-22.81	-6.53
	S	Johnson & Johnson	159.880	8/12/24	-0.46	146.440	9.18	159.840	-13.400	-8.38	-7.04
		Exelon	36.900	8/12/24	-0.54	34.550	6.80	36.200	-1.650	-4.56	-7.81
	L	Xcel Energy	58.020	8/12/24	0.10	52.430	10.66	51.060	1.370	2.68	-8.41
	S	McDonald´s	269.460	8/12/24	0.58	249.990	7.79	290.940	-40.950	-14.08	-9.22
	S	Cisco Systems	44.860	8/12/24	-1.34	47.520	-5.60	49.130	-1.610	-3.28	-9.84
	S	Old Dominion FL	190.620	8/12/24	-1.35	178.700	6.67	223.115	-44.415	-19.91	-12.27
		Boeing	164.130	8/12/24	-2.25	186.700	-12.09	200.540	-13.840	-6.90	-12.42
	S	UPS	124.860	8/12/24	-0.76	135.950	-8.16	150.610	-14.660	-9.73	-12.75
	S	J.B. Hunt	162.770	8/12/24	-0.20	158.680	2.58	201.360	-42.680	-21.20	-15.32
	S	Intel	19.360	8/12/24	-1.78	30.840	-37.22	45.610	-14.770	-32.38	-17.91
	S	American Airlines	9.610	8/12/24	-2.54	11.040	-12.95	14.810	-3.770	-25.46	-18.40
	S	Walgreens Boots	10.200	8/12/24	-4.49	11.580	-11.92	20.580	-9.000	-43.73	-31.24
		Avis Budget	83.110	8/12/24	-4.43	101.280	-17.94	106.450	-5.170	-4.86	-32.59
DJCA - 65 out of 65 instruments rated - 7/01/24 / 3/04/24 - 37 did rise, Market-Ratio(17) = 56.92 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJCA RS = 17 - B/S = 47/43

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

Transactions Dow Jones Composite Average * L17 - 47/43 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		10/01/07	637		- cash -
long	10/01/07	11/05/07	35		Chevron	100	105	94.440	88.480	-5.960	-6	9,374	-49
11/05/07		11/19/07	14		- cash -
	11/19/07	1/14/08	56		Coca-Cola	100	300	31.150	32.150	1.000	3	9,674	23
1/14/08		4/28/08	105		- cash -
	4/28/08	7/21/08	84		CSX	100	1,402	6.898	6.879	-0.019	0	9,648	-1
7/21/08		2/02/09	196		- cash -
	2/02/09	2/09/09	7		Alaska Air Group	100	1,428	6.755	7.180	0.425	6	10,254	2,308
2/09/09		5/18/09	98		- cash -
	5/18/09	5/03/10	350		Avis Budget	100	2,989	3.430	15.080	11.650	340	45,076	368
5/03/10		5/10/10	7		- cash -
	5/10/10	6/28/10	49		Avis Budget	100	3,597	12.530	11.100	-1.430	-11	39,933	-59
6/28/10		9/13/10	77		- cash -
	9/13/10	8/01/11	322		Alaska Air Group	100	3,382	11.807	15.017	3.210	27	50,789	31
8/01/11		10/17/11	77		- cash -
	10/17/11	10/24/11	7		Kansas City Southern	100	897	56.610	61.470	4.860	9	55,148	7,231
10/24/11		11/28/11	35		- cash -
	11/28/11	6/04/12	189		Kansas City Southern	100	834	66.100	62.540	-3.560	-5	52,179	-10
6/04/12		6/11/12	7		- cash -
	6/11/12	11/19/12	161		Visa	100	1,793	29.088	36.413	7.325	25	65,313	66
11/19/12		11/26/12	7		- cash -
	11/26/12	9/02/13	280		Exelon	100	2,227	29.320	30.090	0.770	3	67,028	3
9/02/13		9/16/13	14		- cash -
	9/16/13	3/09/15	539		Delta Air Lines	100	2,895	23.150	44.570	21.420	93	129,039	56
3/09/15		3/16/15	7		- cash -
	3/16/15	4/06/15	21		JetBlue Airways	100	6,900	18.700	18.555	-0.145	-1	128,038	-13
4/06/15		4/13/15	7		- cash -
	4/13/15	4/20/15	7		JetBlue Airways	100	6,450	19.850	19.570	-0.280	-1	126,232	-52
4/20/15		5/04/15	14		- cash -
	5/04/15	5/25/15	21		JetBlue Airways	100	5,849	21.580	20.445	-1.135	-5	119,594	-61
5/25/15		6/01/15	7		- cash -
	6/01/15	6/08/15	7		JetBlue Airways	100	5,777	20.700	19.015	-1.685	-8	109,859	-99
6/08/15		8/17/15	70		- cash -
	8/17/15	8/24/15	7		JetBlue Airways	100	4,502	24.400	21.220	-3.180	-13	95,543	-100
8/24/15		10/12/15	49		- cash -
	10/12/15	11/30/15	49		JetBlue Airways	100	3,557	26.860	24.740	-2.120	-8	88,002	-46
11/30/15		12/21/15	21		- cash -
	12/21/15	1/11/16	21		Nike	100	1,355	64.900	59.550	-5.350	-8	80,753	-78
1/11/16		3/14/16	63		- cash -
	3/14/16	11/07/16	238		NiSource	100	3,544	22.780	23.260	0.480	2	82,454	3
11/07/16		11/21/16	14		- cash -
	11/21/16	4/02/18	497		United Airlines	100	1,195	68.990	66.770	-2.220	-3	79,801	-2
4/02/18		6/04/18	63		- cash -
	6/04/18	12/17/18	196		Intel	100	1,404	56.830	47.080	-9.750	-17	66,112	-30
12/17/18		2/11/19	56		- cash -
	2/11/19	8/05/19	175		AES	100	3,907	16.920	16.320	-0.600	-4	63,768	-7
8/05/19		9/02/19	28		- cash -
	9/02/19	3/02/20	182		American Water	100	500	127.320	130.840	3.520	3	65,528	6
3/02/20		7/06/20	126		- cash -
	7/06/20	9/06/21	427		Apple	100	701	93.463	154.300	60.838	65	108,175	54
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
9/06/21		10/18/21	42		- cash -
	10/18/21	2/21/22	126		Avis Budget	100	683	158.320	160.450	2.130	1	109,630	4
2/21/22		3/21/22	28		- cash -
	3/21/22	6/13/22	84		Avis Budget	100	403	271.630	159.000	-112.630	-41	64,240	-90
6/13/22		9/12/22	91		- cash -
	9/12/22	9/19/22	7		AES	100	2,328	27.590	26.600	-0.990	-4	61,935	-85
9/19/22		10/31/22	42		- cash -
	10/31/22	12/12/22	42		PG & E	100	4,148	14.930	16.010	1.080	7	66,415	83
12/12/22		12/26/22	14		- cash -
	12/26/22	3/13/23	77		PG & E	100	4,135	16.060	15.760	-0.300	-2	65,174	-9
3/13/23		4/17/23	35		- cash -
	4/17/23	5/08/23	21		Boeing	100	317	205.030	197.260	-7.770	-4	62,711	-49
5/08/23		6/26/23	49		- cash -
	6/26/23	10/02/23	98		United Airlines	100	1,176	53.320	41.620	-11.700	-22	48,952	-60
10/02/23		12/11/23	70		- cash -
	12/11/23	8/12/24	245		Intel	100	1,099	44.540	19.360	-25.180	-57	21,279	-71
accum	10/01/07	8/12/24	4954	days out of 7124 invested (70%)						113		21,279	6

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Avis Budget	long	5/18/09	5/03/10	350	3.43	15.08	11.65	339.65
		5/10/10	6/28/10	49	12.53	11.10	-1.43	-11.41
		10/18/21	2/21/22	126	158.32	160.45	2.13	1.35
		3/21/22	6/13/22	84	271.63	159.00	-112.63	-41.46	131.05
Delta Air Lines		9/16/13	3/09/15	539	23.15	44.57	21.42	92.53	92.53
Apple		7/06/20	9/06/21	427	93.46	154.30	60.84	65.09	65.09
Alaska Air Group		2/02/09	2/09/09	7	6.76	7.18	0.43	6.29
		9/13/10	8/01/11	322	11.81	15.02	3.21	27.19	35.19
Visa		6/11/12	11/19/12	161	29.09	36.41	7.33	25.18	25.18
PG & E		10/31/22	12/12/22	42	14.93	16.01	1.08	7.23
		12/26/22	3/13/23	77	16.06	15.76	-0.30	-1.87	5.23
Coca-Cola		11/19/07	1/14/08	56	31.15	32.15	1.00	3.21	3.21
American Water		9/02/19	3/02/20	182	127.32	130.84	3.52	2.76	2.76
Kansas City Southern		10/17/11	10/24/11	7	56.61	61.47	4.86	8.59
		11/28/11	6/04/12	189	66.10	62.54	-3.56	-5.39	2.74
Exelon		11/26/12	9/02/13	280	29.32	30.09	0.77	2.63	2.63
NiSource		3/14/16	11/07/16	238	22.78	23.26	0.48	2.11	2.11
CSX		4/28/08	7/21/08	84	6.90	6.88	-0.02	-0.28	-0.28
Boeing		4/17/23	5/08/23	21	205.03	197.26	-7.77	-3.79	-3.79
Chevron		10/01/07	11/05/07	35	94.44	88.48	-5.96	-6.31	-6.31
AES		2/11/19	8/05/19	175	16.92	16.32	-0.60	-3.55
		9/12/22	9/19/22	7	27.59	26.60	-0.99	-3.59	-7.01
Nike		12/21/15	1/11/16	21	64.90	59.55	-5.35	-8.24	-8.24
United Airlines		11/21/16	4/02/18	497	68.99	66.77	-2.22	-3.22
		6/26/23	10/02/23	98	53.32	41.62	-11.70	-21.94	-24.45
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
JetBlue Airways		3/16/15	4/06/15	21	18.70	18.56	-0.15	-0.78
		4/13/15	4/20/15	7	19.85	19.57	-0.28	-1.41
		5/04/15	5/25/15	21	21.58	20.45	-1.14	-5.26
		6/01/15	6/08/15	7	20.70	19.02	-1.69	-8.14
		8/17/15	8/24/15	7	24.40	21.22	-3.18	-13.03
		10/12/15	11/30/15	49	26.86	24.74	-2.12	-7.89	-31.80
Intel		6/04/18	12/17/18	196	56.83	47.08	-9.75	-17.16
		12/11/23	8/12/24	245	44.54	19.36	-25.18	-56.53	-63.99

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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