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

Assessment - Dow Jones Composite Average - 4/22/24 - RS = 29

		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/02/23	prc diff	⇓ Δ29	∅-RS
		DJCA	12,221.500	Thu	-0.23	12,220.000	0.01	11,016.500	1,203.500	10.92	4.46
		Uber Technologies	69.310	Thu	-0.07	68.980	0.48	45.680	23.300	51.01	36.33
	L	American Express	237.100	Thu	-0.84	233.000	1.76	149.480	83.520	55.87	34.42
	L	Caterpillar	338.000	Thu	-7.02	357.610	-5.48	271.720	85.890	31.61	32.62
	L	Kirby	112.160	Thu	10.99	99.140	13.13	81.340	17.800	21.88	24.22
	L	Delta Air Lines	49.880	Thu	4.05	49.020	1.75	36.450	12.570	34.49	23.88
	L	United Airlines	53.510	Thu	1.59	53.940	-0.80	41.620	12.320	29.60	21.83
		JP Morgan Chase	193.370	Thu	0.15	189.410	2.09	143.770	45.640	31.75	21.41
		IBM	168.910	Thu	-8.25	181.900	-7.14	140.800	41.100	29.19	20.22
	L	Walt Disney	112.770	Thu	-1.01	111.990	0.70	81.670	30.320	37.13	20.17
	L	Goldman Sachs	420.050	Thu	-0.71	417.350	0.65	318.500	98.850	31.04	20.02
		Matson	109.720	Thu	1.38	107.520	2.05	87.870	19.650	22.36	18.46
		Travelers Companies	213.990	Thu	0.26	214.270	-0.13	162.270	52.000	32.05	17.17
		salesforce.com	273.140	Thu	-1.10	273.810	-0.24	203.710	70.100	34.41	17.15
	L	Alaska Air Group	44.550	Thu	0.72	45.530	-2.15	36.830	8.700	23.62	13.47
		Microsoft	399.040	Thu	-2.45	400.960	-0.48	321.800	79.160	24.60	13.18
		Merck (MSD)	130.720	Thu	2.93	126.940	2.98	102.550	24.390	23.78	13.05
	L	Walmart	60.210	Thu	0.57	60.140	0.12	53.367	6.773	12.69	11.92
		Norfolk Southern	240.830	Thu	1.95	244.610	-1.55	191.500	53.110	27.73	10.18
		Old Dominion FL	196.660	Thu	0.82	211.590	-7.06	201.595	9.995	4.96	9.35
		Visa	275.160	Thu	0.05	272.330	1.04	231.270	41.060	17.75	9.32
		Ryder System	122.430	Thu	0.20	109.000	12.32	105.730	3.270	3.09	9.17
	L	FedEx	265.520	Thu	-0.21	270.150	-1.71	265.110	5.040	1.90	8.34
	L	PSEG	68.090	Thu	1.28	66.710	2.07	54.690	12.020	21.98	8.13
	L	Dow	56.440	Thu	-0.95	56.990	-0.97	51.300	5.690	11.09	6.76
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/02/23	prc diff	⇓ Δ29	∅-RS
		Verizon	39.220	Thu	-0.68	38.600	1.61	31.760	6.840	21.54	6.07
		Union Pacific	243.550	Thu	4.99	234.470	3.87	202.640	31.830	15.71	6.03
		Duke Energy	99.030	Thu	0.07	98.120	0.93	85.440	12.680	14.84	5.92
	L	Procter & Gamble	162.550	Thu	-0.03	160.540	1.25	145.190	15.350	10.57	5.46
	L	Dominion Resources	50.970	Thu	-0.51	50.630	0.67	42.310	8.320	19.66	5.25
		Southern	74.370	Thu	0.62	72.980	1.90	62.710	10.270	16.38	4.99
		CSX	34.030	Thu	1.07	34.620	-1.70	30.540	4.080	13.36	4.72
	L	AEP	86.860	Thu	0.57	84.900	2.31	71.840	13.060	18.18	4.48
		Amgen	269.380	Thu	-1.33	271.910	-0.93	266.310	5.600	2.10	4.39
	L	Chevron	165.280	Thu	1.05	161.920	2.08	166.540	-4.620	-2.77	4.22
		Home Depot	331.980	Thu	-0.31	336.110	-1.23	299.830	36.280	12.10	3.97
		Edison International	71.130	Thu	0.44	70.660	0.67	61.040	9.620	15.76	3.66
		Atmos Energy	118.170	Thu	-0.41	118.080	0.08	102.760	15.320	14.91	3.02
	L	NextEra Energy	66.900	Thu	0.51	65.310	2.43	52.150	13.160	25.23	2.97
	L	American Airlines	14.130	Thu	1.51	14.530	-2.75	12.750	1.780	13.96	2.68
	L	FirstEnergy	38.570	Thu	0.70	38.210	0.94	32.600	5.610	17.21	2.50
	L	Consolidated Edison	94.110	Thu	0.73	92.730	1.49	81.620	11.110	13.61	2.00
	L	Coca-Cola	61.740	Thu	0.31	60.550	1.97	55.480	5.070	9.14	1.82
		Southwest Airlines	27.260	Thu	-6.96	29.730	-8.31	27.190	2.540	9.34	0.21
	S	Honeywell	193.020	Thu	-0.91	195.580	-1.31	182.610	12.970	7.10	-0.10
		Sempra	71.980	Thu	-0.08	71.130	1.19	65.270	5.860	8.98	-1.47
	S	UnitedHealth	493.860	Thu	1.35	491.230	0.54	514.570	-23.340	-4.54	-2.27
	L	Exelon	37.660	Thu	-0.29	37.670	-0.03	36.610	1.060	2.90	-2.64
	S	McDonald´s	275.600	Thu	-0.42	275.580	0.01	257.750	17.830	6.92	-2.74
		Expeditors Wash	113.150	Thu	0.25	114.090	-0.82	114.730	-0.640	-0.56	-4.12
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/02/23	prc diff	⇓ Δ29	∅-RS
	S	Cisco Systems	48.100	Thu	-0.52	48.140	-0.08	54.390	-6.250	-11.49	-5.40
	S	Johnson & Johnson	146.820	Thu	-1.15	149.120	-1.54	155.150	-6.030	-3.89	-6.10
	L	AES	17.130	Thu	-1.38	16.700	2.57	14.160	2.540	17.94	-6.34
	S	3M	91.410	Thu	-0.66	92.620	-1.31	90.220	2.400	2.66	-6.40
	S	Landstar System	177.430	Thu	3.70	171.410	3.51	174.320	-2.910	-1.67	-7.35
		Xcel Energy	55.010	Thu	-0.58	54.960	0.09	55.030	-0.070	-0.13	-8.19
	S	Intel	35.110	Thu	1.77	34.410	2.03	35.460	-1.050	-2.96	-8.23
	S	Apple	169.890	Thu	0.51	165.840	2.44	173.750	-7.910	-4.55	-8.51
		American Water	121.550	Thu	0.16	119.260	1.92	119.750	-0.490	-0.41	-9.40
	S	UPS	147.390	Thu	0.53	145.360	1.40	155.080	-9.720	-6.27	-9.40
	S	Nike	93.940	Thu	-0.74	94.190	-0.27	94.560	-0.370	-0.39	-10.29
	S	J.B. Hunt	163.740	Thu	-0.54	167.380	-2.17	187.420	-20.040	-10.69	-11.14
	S	C.H. Robinson	70.260	Thu	-0.96	70.760	-0.71	85.650	-14.890	-17.38	-17.53
	S	Boeing	166.810	Thu	1.51	170.480	-2.15	187.830	-17.350	-9.24	-18.19
	S	Walgreens Boots	17.600	Thu	-1.18	18.220	-3.40	22.420	-4.200	-18.73	-24.95
	S	Avis Budget	99.570	Thu	-3.61	102.090	-2.47	173.870	-71.780	-41.28	-39.65
DJCA - 65 out of 65 instruments rated - 4/22/24 / 10/02/23 - 48 did rise, Market-Ratio(29) = 73.85 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJCA RS = 29 - B/S = 53/53

1/06/20	scale up chart	4/22/24

Transactions Dow Jones Composite Average * S29 - 53 ex 3 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		8/27/07	602		- cash -
short	8/27/07	9/24/07	28		American Airlines	100	335	29.780	25.980	34.136	4.356	15	11,459	493
9/24/07		11/05/07	42		- cash -
	11/05/07	12/24/07	49		American Airlines	100	455	25.150	15.980	39.582	14.432	57	18,026	2,832
12/24/07		1/07/08	14		- cash -
	1/07/08	8/11/08	217		American Airlines	100	1,473	12.230	8.390	17.828	5.598	46	26,271	88
8/11/08		8/18/08	7		- cash -
	8/18/08	3/23/09	217		Avis Budget	100	3,355	7.830	0.840	72.987	65.157	832	244,872	4,173
	3/23/09	4/06/09	14		American Airlines	100	90,358	2.710	3.140	2.280	-0.430	-16	206,018	-99
	4/06/09	4/13/09	7		Avis Budget	100	257,522	0.800	0.920	0.680	-0.120	-15	175,115	-100
	4/13/09	5/18/09	35		Ryder System	100	7,269	24.090	26.780	21.400	-2.690	-11	155,562	-71
5/18/09		5/25/09	7		- cash -
	5/25/09	6/01/09	7		American Airlines	100	53,827	2.890	2.950	2.830	-0.060	-2	152,332	-67
6/01/09		6/15/09	14		- cash -
	6/15/09	6/22/09	7		United Airlines	100	40,839	3.730	3.570	3.897	0.167	4	159,160	884
6/22/09		6/29/09	7		- cash -
	6/29/09	7/06/09	7		United Airlines	100	45,867	3.470	3.340	3.605	0.135	4	165,357	633
7/06/09		7/13/09	7		- cash -
	7/13/09	7/20/09	7		United Airlines	100	49,956	3.310	3.510	3.110	-0.200	-6	155,366	-96
7/20/09		5/31/10	315		- cash -
	5/31/10	6/14/10	14		AES	100	16,406	9.470	10.380	8.560	-0.910	-10	140,436	-93
6/14/10		7/05/10	21		- cash -
	7/05/10	7/26/10	21		AES	100	15,779	8.900	10.470	7.330	-1.570	-18	115,663	-97
7/26/10		8/08/11	378		- cash -
	8/08/11	9/26/11	49		American Airlines	100	23,272	4.970	6.430	3.510	-1.460	-29	81,686	-93
	9/26/11	10/31/11	35		Goldman Sachs	100	823	99.140	109.550	88.730	-10.410	-11	73,119	-69
10/31/11		11/21/11	21		- cash -
	11/21/11	12/19/11	28		American Airlines	100	17,204	4.250	5.830	2.670	-1.580	-37	45,937	-100
	12/19/11	12/26/11	7		Goldman Sachs	100	523	87.700	91.900	83.500	-4.200	-5	43,740	-92
12/26/11		11/12/12	322		- cash -
	11/12/12	12/03/12	21		Exelon	100	1,421	30.770	29.310	32.303	1.533	5	45,918	133
12/03/12		5/25/15	903		- cash -
	5/25/15	7/13/15	49		Kirby	100	569	80.680	78.360	83.069	2.389	3	47,277	24
	7/13/15	8/17/15	35		Avis Budget	100	1,119	42.230	46.900	37.560	-4.670	-11	42,051	-71
	8/17/15	10/05/15	49		Chevron	100	505	83.230	84.030	82.430	-0.800	-1	41,647	-7
	10/05/15	10/19/15	14		AES	100	4,055	10.270	10.740	9.800	-0.470	-5	39,741	-71
	10/19/15	11/23/15	35		Walmart	100	2,025	19.617	20.087	19.147	-0.470	-2	38,790	-22
	11/23/15	3/07/16	105		Ryder System	100	591	65.620	62.820	68.545	2.925	4	40,518	16
	3/07/16	3/14/16	7		Avis Budget	100	1,439	28.150	27.010	29.338	1.188	4	42,228	763
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
3/14/16		5/16/16	63		- cash -
	5/16/16	5/23/16	7		Avis Budget	100	1,687	25.020	27.350	22.690	-2.330	-9	38,297	-99
5/23/16		6/27/16	35		- cash -
	6/27/16	7/04/16	7		American Airlines	100	1,512	25.325	29.330	21.320	-4.005	-16	32,242	-100
7/04/16		10/17/16	105		- cash -
	10/17/16	10/31/16	14		Nike	100	631	51.030	50.180	51.894	0.864	2	32,787	55
10/31/16		6/25/18	602		- cash -
	6/25/18	7/23/18	28		American Airlines	100	826	39.680	38.040	41.391	1.711	4	34,200	73
7/23/18		12/17/18	147		- cash -
	12/17/18	1/21/19	35		Avis Budget	100	1,356	25.210	27.000	23.420	-1.790	-7	31,773	-54
1/21/19		3/02/20	406		- cash -
	3/02/20	3/16/20	14		American Airlines	100	1,684	18.860	15.920	22.343	3.483	18	37,638	8,195
	3/16/20	3/30/20	14		Boeing	100	290	129.610	152.280	106.940	-22.670	-17	31,064	-99
	3/30/20	8/10/20	133		United Airlines	100	1,029	30.160	37.540	22.780	-7.380	-24	23,470	-54
	8/10/20	9/21/20	42		FirstEnergy	100	780	30.060	28.630	31.561	1.501	5	24,641	53
9/21/20		10/04/21	378		- cash -
	10/04/21	10/11/21	7		FedEx	100	113	217.870	219.820	215.920	-1.950	-1	24,421	-37
10/11/21		11/22/21	42		- cash -
	11/22/21	12/27/21	35		Uber Technologies	100	573	42.600	42.960	42.240	-0.360	-1	24,214	-8
12/27/21		2/14/22	49		- cash -
	2/14/22	3/28/22	42		Uber Technologies	100	700	34.590	34.770	34.410	-0.180	-1	24,088	-4
3/28/22		5/02/22	35		- cash -
	5/02/22	6/20/22	49		Boeing	100	162	148.610	136.800	161.440	12.830	9	26,167	85
	6/20/22	8/08/22	49		Uber Technologies	100	1,202	21.760	31.850	11.670	-10.090	-46	14,038	-99
	8/08/22	12/05/22	119		Intel	100	396	35.380	29.170	42.912	7.532	21	17,021	81
12/05/22		12/19/22	14		- cash -
	12/19/22	1/02/23	14		Intel	100	635	26.790	26.430	27.155	0.365	1	17,253	42
1/02/23		2/20/23	49		- cash -
	2/20/23	4/10/23	49		Dominion Resources	100	293	58.700	57.960	59.449	0.749	1	17,472	10
4/10/23		6/05/23	56		- cash -
	6/05/23	7/10/23	35		Dominion Resources	100	345	50.500	51.580	49.420	-1.080	-2	17,100	-20
7/10/23		7/17/23	7		- cash -
	7/17/23	7/24/23	7		Verizon	100	543	31.460	33.980	28.940	-2.520	-8	15,731	-99
7/24/23		8/07/23	14		- cash -
	8/07/23	9/18/23	42		AES	100	798	19.700	17.080	22.722	3.022	15	18,143	246
9/18/23		9/25/23	7		- cash -
	9/25/23	12/04/23	70		Walgreens Boots	100	850	21.340	20.790	21.905	0.565	3	18,623	15
12/04/23		1/22/24	49		- cash -
	1/22/24	3/11/24	49		Walgreens Boots	100	825	22.560	21.540	23.628	1.068	5	19,504	41
3/11/24		4/26/24	46		- cash -
accum	8/27/07	3/11/24	1925	days out of 6689 invested (29%)							95		19,504	14

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Avis Budget	short	8/18/08	3/23/09	217	7.83	0.84	72.99	65.16	832.14
		4/06/09	4/13/09	7	0.80	0.92	0.68	-0.12	-15.00
		7/13/15	8/17/15	35	42.23	46.90	37.56	-4.67	-11.06
		3/07/16	3/14/16	7	28.15	27.01	29.34	1.19	4.22
		5/16/16	5/23/16	7	25.02	27.35	22.69	-2.33	-9.31
		12/17/18	1/21/19	35	25.21	27.00	23.42	-1.79	-7.10	518.76
Intel		8/08/22	12/05/22	119	35.38	29.17	42.91	7.53	21.29
		12/19/22	1/02/23	14	26.79	26.43	27.15	0.36	1.36	22.94
Walgreens Boots		9/25/23	12/04/23	70	21.34	20.79	21.90	0.56	2.65
		1/22/24	3/11/24	49	22.56	21.54	23.63	1.07	4.74	7.51
FirstEnergy		8/10/20	9/21/20	42	30.06	28.63	31.56	1.50	4.99	4.99
Exelon		11/12/12	12/03/12	21	30.77	29.31	32.30	1.53	4.98	4.98
Kirby		5/25/15	7/13/15	49	80.68	78.36	83.07	2.39	2.96	2.96
Nike		10/17/16	10/31/16	14	51.03	50.18	51.89	0.86	1.69	1.69
American Airlines		8/27/07	9/24/07	28	29.78	25.98	34.14	4.36	14.63
		11/05/07	12/24/07	49	25.15	15.98	39.58	14.43	57.38
		1/07/08	8/11/08	217	12.23	8.39	17.83	5.60	45.77
		3/23/09	4/06/09	14	2.71	3.14	2.28	-0.43	-15.87
		5/25/09	6/01/09	7	2.89	2.95	2.83	-0.06	-2.08
		8/08/11	9/26/11	49	4.97	6.43	3.51	-1.46	-29.38
		11/21/11	12/19/11	28	4.25	5.83	2.67	-1.58	-37.18
		6/27/16	7/04/16	7	25.33	29.33	21.32	-4.01	-15.81
		6/25/18	7/23/18	28	39.68	38.04	41.39	1.71	4.31
		3/02/20	3/16/20	14	18.86	15.92	22.34	3.48	18.47	0.00
Dominion Resources		2/20/23	4/10/23	49	58.70	57.96	59.45	0.75	1.28
		6/05/23	7/10/23	35	50.50	51.58	49.42	-1.08	-2.14	-0.89
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
FedEx		10/04/21	10/11/21	7	217.87	219.82	215.92	-1.95	-0.90	-0.90
Chevron		8/17/15	10/05/15	49	83.23	84.03	82.43	-0.80	-0.96	-0.96
Walmart		10/19/15	11/23/15	35	19.62	20.09	19.15	-0.47	-2.40	-2.40
Ryder System		4/13/09	5/18/09	35	24.09	26.78	21.40	-2.69	-11.17
		11/23/15	3/07/16	105	65.62	62.82	68.54	2.92	4.46	-7.21
Verizon		7/17/23	7/24/23	7	31.46	33.98	28.94	-2.52	-8.01	-8.01
Boeing		3/16/20	3/30/20	14	129.61	152.28	106.94	-22.67	-17.49
		5/02/22	6/20/22	49	148.61	136.80	161.44	12.83	8.63	-10.37
Goldman Sachs		9/26/11	10/31/11	35	99.14	109.55	88.73	-10.41	-10.50
		12/19/11	12/26/11	7	87.70	91.90	83.50	-4.20	-4.79	-14.79
AES		5/31/10	6/14/10	14	9.47	10.38	8.56	-0.91	-9.61
		7/05/10	7/26/10	21	8.90	10.47	7.33	-1.57	-17.64
		10/05/15	10/19/15	14	10.27	10.74	9.80	-0.47	-4.58
		8/07/23	9/18/23	42	19.70	17.08	22.72	3.02	15.34	-18.06
United Airlines		6/15/09	6/22/09	7	3.73	3.57	3.90	0.17	4.48
		6/29/09	7/06/09	7	3.47	3.34	3.61	0.14	3.89
		7/13/09	7/20/09	7	3.31	3.51	3.11	-0.20	-6.04
		3/30/20	8/10/20	133	30.16	37.54	22.78	-7.38	-24.47	-22.97
Uber Technologies		11/22/21	12/27/21	35	42.60	42.96	42.24	-0.36	-0.85
		2/14/22	3/28/22	42	34.59	34.77	34.41	-0.18	-0.52
		6/20/22	8/08/22	49	21.76	31.85	11.67	-10.09	-46.37	-47.10

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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