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

Assessment - Dow Jones Composite Average in Swiss Franc - 14/10/19 - RS = 17

		⇓instrument	freshest		⇓ Δday	14/10/19	Δwk	17/06/19	prc diff	⇓ Δ17	⇓∅-RS
	L	DJCA	8,913.561	Fri	-0.44	8,851.910	0.70	8,640.277	211.632	2.45	4.75
	S	UnitedHealth	244.593	Fri	0.69	219.918	11.22	245.582	-25.664	-10.45	-10.71
	L	Kansas City Southern	144.807	Fri	7.26	131.598	10.04	114.259	17.338	15.17	17.51
	L	J.B. Hunt	115.228	Fri	-0.52	109.246	5.48	89.928	19.318	21.48	8.99
		Ryder System	52.290	Fri	1.16	49.658	5.30	56.091	-6.433	-11.47	-10.48
		United Continental	89.811	Fri	0.70	86.705	3.58	86.633	0.072	0.08	1.37
	L	JP Morgan Chase	120.193	Fri	0.17	116.095	3.53	109.048	7.048	6.46	8.13
		Matson	37.804	Fri	-0.68	36.598	3.30	37.521	-0.923	-2.46	0.47
	L	Walgreens Boots	55.132	Fri	-1.14	53.506	3.04	52.727	0.780	1.48	-11.73
		Coca-Cola	54.613	Fri	1.84	53.138	2.78	50.790	2.348	4.62	8.65
	S	CenterPoint Energy	28.553	Fri	-0.24	27.805	2.69	29.553	-1.748	-5.92	-4.21
		AES	16.330	Fri	0.86	15.941	2.44	16.803	-0.862	-5.13	-0.56
	L	Verizon	60.864	Fri	1.06	59.418	2.43	57.539	1.879	3.27	4.46
		AEP	93.853	Fri	1.23	91.750	2.29	89.938	1.812	2.01	11.40
	L	Kirby	80.863	Fri	0.11	79.118	2.21	79.095	0.023	0.03	5.47
		American Airlines	28.134	Fri	1.04	27.531	2.19	32.509	-4.978	-15.31	-12.80
	S	FedEx	149.453	Fri	-0.52	146.333	2.13	163.462	-17.129	-10.48	-16.09
	L	FirstEnergy	48.233	Fri	0.56	47.266	2.05	43.631	3.635	8.33	15.23
		Caterpillar	130.312	Fri	-0.25	127.989	1.81	126.969	1.020	0.80	-0.54
		3M	162.603	Fri	-0.27	160.021	1.61	166.517	-6.496	-3.90	-12.66
	L	Home Depot	237.205	Fri	0.49	233.467	1.60	206.653	26.813	12.97	20.92
	S	Delta Air Lines	53.666	Fri	0.86	52.829	1.59	55.582	-2.754	-4.95	-2.23
	L	NextEra Energy	231.772	Fri	0.60	228.203	1.56	206.044	22.158	10.75	19.14
	L	C.H. Robinson	86.291	Fri	-0.12	85.060	1.45	82.160	2.900	3.53	-0.02
		Cisco Systems	46.568	Fri	-0.68	45.910	1.43	55.313	-9.403	-17.00	-7.22
		⇓instrument	freshest		⇓ Δday	14/10/19	Δwk	17/06/19	prc diff	⇓ Δ17	⇓∅-RS
		Norfolk Southern	180.359	Fri	-1.52	177.996	1.33	190.469	-12.473	-6.55	0.46
	L	Nike	95.807	Fri	0.57	94.591	1.29	81.980	12.610	15.38	16.88
	L	UPS	116.992	Fri	-0.88	115.517	1.28	101.240	14.277	14.10	8.12
	S	Union Pacific	161.008	Fri	-1.33	159.064	1.22	164.480	-5.416	-3.29	-0.63
	S	DuPont	65.330	Fri	-1.06	64.573	1.17	74.632	-10.059	-13.48	-0.81
	S	PG & E	7.736	Fri	-0.89	7.647	1.17	18.850	-11.204	-59.43	-55.25
	L	Dominion Resources	81.910	Fri	-0.27	80.992	1.13	76.299	4.693	6.15	8.63
	S	Avis Budget	28.642	Fri	-2.61	28.368	0.97	33.367	-4.999	-14.98	-5.42
	L	Alaska Air Group	66.636	Fri	-0.21	66.008	0.95	62.421	3.587	5.75	6.72
		Walt Disney	130.491	Fri	-1.12	129.305	0.92	140.728	-11.423	-8.12	5.45
		PSEG	62.100	Fri	0.39	61.662	0.71	60.804	0.858	1.41	8.38
		Edison International	70.305	Fri	-0.06	69.847	0.66	60.035	9.811	16.34	11.06
	L	United Technologies	136.383	Fri	-0.99	135.506	0.65	124.034	11.472	9.25	7.77
		American Water	122.037	Fri	-0.01	121.359	0.56	117.434	3.925	3.34	16.91
	S	Pfizer	36.349	Fri		36.189	0.44	42.802	-6.613	-15.45	-11.56
	L	Landstar System	113.134	Fri	0.02	112.696	0.39	101.080	11.615	11.49	7.11
	L	Southern	60.954	Fri	0.13	60.734	0.36	55.412	5.322	9.60	18.99
	L	Goldman Sachs	205.891	Fri	0.03	205.193	0.34	190.529	14.664	7.70	4.21
		American Express	116.384	Fri	-1.98	116.035	0.30	121.248	-5.213	-4.30	4.55
	S	JetBlue Airways	16.908	Fri	-1.34	16.858	0.30	19.359	-2.501	-12.92	-2.99
	L	Consolidated Edison	91.211	Fri	0.21	90.972	0.26	87.991	2.981	3.39	9.95
	L	Apple	235.690	Fri	0.48	235.151	0.23	193.584	41.567	21.47	25.89
	L	Duke Energy	95.060	Fri	0.19	94.840	0.23	87.811	7.029	8.00	7.99
		CSX	68.461	Fri	-1.59	68.351	0.16	76.579	-8.228	-10.74	-2.89
		McDonald´s	207.865	Fri	0.80	207.745	0.06	203.488	4.257	2.09	8.48
		⇓instrument	freshest		⇓ Δday	14/10/19	Δwk	17/06/19	prc diff	⇓ Δ17	⇓∅-RS
		Merck (MSD)	84.422	Fri	1.05	84.432	-0.01	83.169	1.263	1.52	7.21
	L	Walmart	118.777	Fri	-0.58	118.807	-0.03	108.988	9.819	9.01	16.55
		Expeditors Wash	73.715	Fri	-0.60	73.804	-0.12	72.995	0.810	1.11	2.48
	L	Intel	51.204	Fri	-0.96	51.483	-0.54	46.057	5.425	11.78	5.86
		Visa	175.175	Fri	-1.25	176.820	-0.93	169.292	7.527	4.45	15.26
	L	Southwest Airlines	53.317	Fri	-0.71	53.865	-1.02	51.099	2.766	5.41	4.19
		Travelers Companies	140.929	Fri	0.63	142.674	-1.22	149.683	-7.009	-4.68	5.58
	S	Chevron	114.390	Fri	-0.53	115.826	-1.24	121.198	-5.372	-4.43	-1.70
		Microsoft	136.991	Fri	-1.63	139.125	-1.53	132.640	6.484	4.89	17.65
		NiSource	27.895	Fri	0.11	28.453	-1.96	29.114	-0.661	-2.27	3.91
		Procter & Gamble	117.112	Fri	0.72	119.664	-2.13	110.815	8.849	7.99	17.26
		Exxon Mobil	67.404	Fri	-0.78	68.969	-2.27	74.972	-6.002	-8.01	-7.90
		Johnson & Johnson	127.311	Fri	-6.22	130.322	-2.31	139.210	-8.888	-6.38	-3.03
	S	Exelon	44.529	Fri	1.37	46.961	-5.18	50.370	-3.409	-6.77	-0.02
	L	IBM	133.681	Fri	-0.13	141.607	-5.60	134.737	6.870	5.10	7.00
	L	Boeing	342.952	Fri	-6.79	372.043	-7.82	354.340	17.703	5.00	3.89
DJCA - 65 out of 65 instruments rated - 14/10/19 / 17/06/19 - 39 did rise, Market-Ratio(17) in CHF = 60.00 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

5/01/15	scale up chart	14/10/19

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

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		1/10/07	637		- cash -
long	1/10/07	5/11/07	35		Chevron	100	90	109.903	102.081	-7.823	-7	9,296	-54
5/11/07		19/11/07	14		- cash -
	19/11/07	14/01/08	56		Coca-Cola	100	267	34.815	35.409	0.595	2	9,455	12
14/01/08		28/04/08	105		- cash -
	28/04/08	21/07/08	84		CSX	100	441	21.408	21.102	-0.306	-1	9,320	-6
21/07/08		2/02/09	196		- cash -
	2/02/09	9/02/09	7		Alaska Air Group	100	1,189	7.838	8.338	0.500	6	9,915	2,420
9/02/09		18/05/09	98		- cash -
	18/05/09	3/05/10	350		Avis Budget	100	2,577	3.846	16.248	12.402	322	41,874	349
3/05/10		10/05/10	7		- cash -
	10/05/10	28/06/10	49		Avis Budget	100	3,020	13.863	12.131	-1.732	-12	36,644	-63
28/06/10		13/09/10	77		- cash -
	13/09/10	1/08/11	322		Alaska Air Group	100	3,043	12.039	11.807	-0.231	-2	35,939	-2
1/08/11		17/10/11	77		- cash -
	17/10/11	24/10/11	7		Kansas City Southern	100	711	50.484	54.260	3.776	7	38,624	4,201
24/10/11		28/11/11	35		- cash -
	28/11/11	4/06/12	189		Kansas City Southern	100	628	61.494	60.481	-1.013	-2	37,988	-3
4/06/12		11/06/12	7		- cash -
	11/06/12	19/11/12	161		Visa	100	1,363	27.856	34.429	6.573	24	46,947	62
19/11/12		26/11/12	7		- cash -
	26/11/12	2/09/13	280		Exelon	100	1,725	27.210	28.056	0.847	3	48,408	4
2/09/13		16/09/13	14		- cash -
	16/09/13	9/03/15	539		Delta Air Lines	100	2,254	21.468	43.966	22.498	105	99,119	62
9/03/15		16/03/15	7		- cash -
	16/03/15	6/04/15	21		JetBlue Airways	100	5,256	18.857	17.775	-1.083	-6	93,428	-64
6/04/15		13/04/15	7		- cash -
	13/04/15	20/04/15	7		JetBlue Airways	100	4,811	19.416	18.713	-0.703	-4	90,047	-85
20/04/15		4/05/15	14		- cash -
	4/05/15	25/05/15	21		JetBlue Airways	100	4,468	20.150	19.322	-0.828	-4	86,348	-52
25/05/15		1/06/15	7		- cash -
	1/06/15	8/06/15	7		JetBlue Airways	100	4,409	19.582	17.639	-1.943	-10	77,780	-100
8/06/15		17/08/15	70		- cash -
	17/08/15	24/08/15	7		JetBlue Airways	100	3,260	23.856	19.754	-4.102	-17	64,408	-100
24/08/15		12/10/15	49		- cash -
	12/10/15	30/11/15	49		JetBlue Airways	100	2,490	25.857	25.454	-0.403	-2	63,404	-11
30/11/15		21/12/15	21		- cash -
	21/12/15	11/01/16	21		Nike	100	984	64.412	59.638	-4.775	-7	58,706	-74
11/01/16		14/03/16	63		- cash -
	14/03/16	7/11/16	238		NiSource	100	2,610	22.487	22.998	0.511	2	60,039	4
7/11/16		21/11/16	14		- cash -
	21/11/16	2/04/18	497		United Continental	100	862	69.574	63.738	-5.836	-8	55,009	-6
2/04/18		4/06/18	63		- cash -
	4/06/18	17/12/18	196		Intel	100	979	56.165	46.710	-9.455	-17	45,752	-29
17/12/18		11/02/19	56		- cash -
	11/02/19	5/08/19	175		AES	100	2,691	16.997	15.890	-1.107	-7	42,775	-13
5/08/19		2/09/19	28		- cash -
	2/09/19	18/10/19	46		American Water	100	339	126.052	122.037	-4.015	-3	41,414	-23
accum	1/10/07	18/10/19	3367	days out of 5040 invested (67%)						314		41,414	17

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Avis Budget	long	18/05/09	3/05/10	350	3.85	16.25	12.40	322.43
		10/05/10	28/06/10	49	13.86	12.13	-1.73	-12.49	269.66
Delta Air Lines		16/09/13	9/03/15	539	21.47	43.97	22.50	104.80	104.80
Visa		11/06/12	19/11/12	161	27.86	34.43	6.57	23.60	23.60
Kansas City Southern		17/10/11	24/10/11	7	50.48	54.26	3.78	7.48
		28/11/11	4/06/12	189	61.49	60.48	-1.01	-1.65	5.71
Alaska Air Group		2/02/09	9/02/09	7	7.84	8.34	0.50	6.38
		13/09/10	1/08/11	322	12.04	11.81	-0.23	-1.92	4.34
Exelon		26/11/12	2/09/13	280	27.21	28.06	0.85	3.11	3.11
NiSource		14/03/16	7/11/16	238	22.49	23.00	0.51	2.27	2.27
Coca-Cola		19/11/07	14/01/08	56	34.81	35.41	0.59	1.71	1.71
CSX		28/04/08	21/07/08	84	21.41	21.10	-0.31	-1.43	-1.43
American Water		2/09/19	18/10/19	46	126.05	122.04	-4.01	-3.18	-3.18
AES		11/02/19	5/08/19	175	17.00	15.89	-1.11	-6.51	-6.51
Chevron		1/10/07	5/11/07	35	109.90	102.08	-7.82	-7.12	-7.12
Nike		21/12/15	11/01/16	21	64.41	59.64	-4.77	-7.41	-7.41
United Continental		21/11/16	2/04/18	497	69.57	63.74	-5.84	-8.39	-8.39
Intel		4/06/18	17/12/18	196	56.16	46.71	-9.45	-16.83	-16.83
JetBlue Airways		16/03/15	6/04/15	21	18.86	17.77	-1.08	-5.74
		13/04/15	20/04/15	7	19.42	18.71	-0.70	-3.62
		4/05/15	25/05/15	21	20.15	19.32	-0.83	-4.11
		1/06/15	8/06/15	7	19.58	17.64	-1.94	-9.92
		17/08/15	24/08/15	7	23.86	19.75	-4.10	-17.19
		12/10/15	30/11/15	49	25.86	25.45	-0.40	-1.56	-36.04

Annotations

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


	is taking down something concerning