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

Assessment - Dow Jones Composite Average - 23/01/23 - RS = 21

		⇓instrument	freshest		⇓ Δday	23/01/23	⇓ Δwk	29/08/22	prc diff	⇓ Δ21	∅-RS
	L	DJCA	11,310.300	Thu	0.43	11,295.900	0.13	11,040.800	255.100	2.31	2.29
	L	Boeing	212.730	Thu	0.02	209.970	1.31	165.420	44.550	26.93	30.69
	L	Caterpillar	262.120	Thu	1.42	252.700	3.73	191.780	60.920	31.77	23.88
	L	United Airlines	49.450	Thu	-1.65	49.280	0.34	36.020	13.260	36.81	22.14
		Merck (MSD)	106.870	Thu	-1.58	109.880	-2.74	87.590	22.290	25.45	21.63
	L	Ryder System	92.480	Thu	-1.07	93.520	-1.11	80.620	12.900	16.00	20.67
	L	Old Dominion FL	319.250	Thu	-0.41	322.860	-1.12	279.790	43.070	15.39	15.08
		AES	27.620	Thu	2.26	26.910	2.64	25.480	1.430	5.61	13.88
	L	Nike	127.530	Thu	0.56	128.290	-0.59	107.880	20.410	18.92	13.75
		Chevron	187.790	Thu	4.86	180.660	3.95	164.630	16.030	9.74	13.08
	L	Delta Air Lines	39.220	Thu	-0.41	39.080	0.36	32.030	7.050	22.01	13.00
	L	Landstar System	169.310	Thu	-0.06	171.690	-1.39	148.400	23.290	15.69	11.57
	L	American Airlines	16.610	Thu	2.15	16.170	2.72	13.510	2.660	19.69	9.73
	L	J.B. Hunt	188.720	Thu	0.06	193.620	-2.53	175.670	17.950	10.22	9.32
	L	JP Morgan Chase	139.980	Thu	0.62	137.270	1.97	114.390	22.880	20.00	9.23
	L	Visa	224.710	Thu	-0.08	224.180	0.24	202.330	21.850	10.80	8.80
		Travelers Companies	192.110	Thu	0.72	186.360	3.09	165.360	21.000	12.70	7.79
	L	Alaska Air Group	51.320	Thu	0.53	50.100	2.44	44.640	5.460	12.23	7.49
		McDonald´s	274.720	Thu	0.63	269.290	2.02	255.660	13.630	5.33	6.36
		Honeywell	209.350	Thu	1.30	204.460	2.39	192.420	12.040	6.26	6.14
		IBM	134.450	Thu	-4.48	141.860	-5.22	130.310	11.550	8.86	6.12
	L	Dow	58.120	Thu	0.40	58.040	0.14	53.570	4.470	8.34	5.97
	L	Expeditors Wash	108.210	Thu	0.43	108.830	-0.57	103.650	5.180	5.00	5.97
		Amgen	254.880	Thu	-0.65	260.970	-2.33	239.380	21.590	9.02	5.72
		Goldman Sachs	354.970	Thu	1.53	349.140	1.67	333.920	15.220	4.56	5.67
		⇓instrument	freshest		⇓ Δday	23/01/23	⇓ Δwk	29/08/22	prc diff	⇓ Δ21	∅-RS
	L	Norfolk Southern	241.180	Thu	-0.74	256.440	-5.95	251.850	4.590	1.82	4.16
	L	Edison International	68.370	Thu	1.24	67.030	2.00	69.650	-2.620	-3.76	3.66
		Walmart	142.210	Thu	-0.09	142.640	-0.30	132.880	9.760	7.34	3.65
		Avis Budget	189.090	Thu	-0.25	194.200	-2.63	176.460	17.740	10.05	3.24
	L	NextEra Energy	76.400	Thu	-0.25	82.670	-7.58	87.020	-4.350	-5.00	3.22
	L	Home Depot	313.810	Thu	-1.09	315.480	-0.53	296.320	19.160	6.47	3.12
		Sempra	160.500	Thu	0.96	158.740	1.11	168.290	-9.550	-5.67	2.00
		Atmos Energy	115.480	Thu	0.30	113.520	1.73	116.360	-2.840	-2.44	1.30
	L	FirstEnergy	41.390	Thu	0.95	41.140	0.61	40.180	0.960	2.39	1.00
		Consolidated Edison	94.880	Thu	0.46	93.550	1.42	99.210	-5.660	-5.71	0.92
	L	CSX	30.150	Thu	-2.90	32.050	-5.93	32.720	-0.670	-2.05	0.73
	L	American Water	156.200	Thu	0.44	150.970	3.46	151.640	-0.670	-0.44	0.54
	L	Cisco Systems	48.340	Thu	0.75	47.500	1.77	45.710	1.790	3.92	0.08
	S	Kirby	65.120	Thu	0.25	64.270	1.32	68.910	-4.640	-6.73	-1.51
		Johnson & Johnson	168.890	Thu	-0.37	168.310	0.34	163.000	5.310	3.26	-2.48
		Coca-Cola	60.810	Thu	-0.20	60.230	0.96	62.730	-2.500	-3.99	-2.50
		AEP	92.990	Thu	0.69	92.660	0.36	102.930	-10.270	-9.98	-2.56
	L	Walt Disney	109.700	Thu	1.46	105.690	3.79	113.530	-7.840	-6.91	-2.68
	L	American Express	155.880	Thu	-0.57	154.000	1.22	154.540	-0.540	-0.35	-2.72
	L	Duke Energy	101.340	Thu	-0.08	100.990	0.35	109.200	-8.210	-7.52	-2.86
		C.H. Robinson	97.480	Thu	0.66	98.060	-0.59	115.030	-16.970	-14.75	-3.03
		Xcel Energy	68.800	Thu	0.35	68.010	1.16	75.620	-7.610	-10.06	-3.05
	L	UPS	179.700	Thu	1.26	180.480	-0.43	197.270	-16.790	-8.51	-3.12
	L	FedEx	190.140	Thu	1.24	191.150	-0.53	216.730	-25.580	-11.80	-3.34
		Procter & Gamble	141.150	Thu	-0.40	141.050	0.07	141.690	-0.640	-0.45	-3.62
		⇓instrument	freshest		⇓ Δday	23/01/23	⇓ Δwk	29/08/22	prc diff	⇓ Δ21	∅-RS
	L	Exelon	41.600	Thu	0.43	41.820	-0.53	45.000	-3.180	-7.07	-4.34
	L	PSEG	61.030	Thu	0.30	60.890	0.23	66.420	-5.530	-8.33	-4.34
	L	JetBlue Airways	8.350	Thu	-0.71	8.650	-3.47	7.950	0.700	8.81	-4.55
	S	UnitedHealth	492.480	Thu		485.810	1.37	529.770	-43.960	-8.30	-4.70
		Southern	67.520	Thu	0.39	66.860	0.99	78.680	-11.820	-15.02	-5.52
	L	Union Pacific	201.480	Thu	0.68	210.130	-4.12	232.410	-22.280	-9.59	-5.67
	L	Southwest Airlines	35.700	Thu	-3.17	36.690	-2.70	37.430	-0.740	-1.98	-6.02
		Apple	143.960	Thu	1.48	141.110	2.02	161.380	-20.270	-12.56	-6.74
	L	salesforce.com	165.090	Thu	5.71	155.870	5.92	160.210	-4.340	-2.71	-7.18
	L	Microsoft	248.000	Thu	3.07	242.580	2.23	265.230	-22.650	-8.54	-7.52
	L	3M	113.550	Thu	0.55	122.620	-7.40	126.440	-3.820	-3.02	-8.97
		Walgreens Boots	36.500	Thu	0.61	36.670	-0.46	35.960	0.710	1.97	-9.01
	L	Verizon	40.270	Thu	-0.15	39.630	1.61	43.330	-3.700	-8.54	-11.83
	L	Intel	30.090	Thu	1.31	30.270	-0.59	32.940	-2.670	-8.11	-14.55
		Dominion Resources	62.580	Thu	0.42	62.970	-0.62	83.610	-20.640	-24.69	-15.48
	L	Matson	62.940	Thu		64.040	-1.72	75.090	-11.050	-14.72	-18.10
DJCA - 65 out of 65 instruments rated - 23/01/23 / 29/08/22 - 33 did rise, Market-Ratio(21) = 50.77 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJCA RS = 21 - B/S = 14/13

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

Transactions Dow Jones Composite Average * A21 - 14/13 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		29/09/08	1001		- cash -
short	29/09/08	27/10/08	28		Avis Budget	100	1,639	6.100	1.400	26.579	20.479	336	43,564	> 999,999
long	27/10/08	3/11/08	7		Walmart	100	877	49.670	55.970		6.300	13	49,090	50,504
short	3/11/08	24/11/08	21		Avis Budget	100	22,415	2.190	0.550	8.720	6.530	298	195,464	> 999,999
long	24/11/08	5/01/09	42		Walmart	100	3,704	52.770	56.520		3.750	7	209,354	82
short	5/01/09	16/03/09	70		Avis Budget	100	261,692	0.800	0.440	1.455	0.655	82	380,631	2,158
long	16/03/09	23/03/09	7		PG & E	100	10,332	36.840	40.330		3.490	9	416,690	11,111
short	23/03/09	30/03/09	7		Avis Budget	100	496,059	0.840	0.830	0.850	0.010	1	421,700	86
long	30/03/09	24/08/15	2338		Verizon	100	13,954	30.220	44.740		14.520	48	624,312	6
short	24/08/15	31/08/15	7		Chevron	100	8,656	72.120	80.990	63.250	-8.870	-12	547,534	-100
long	31/08/15	16/03/20	1659		JetBlue Airways	100	24,531	22.320	10.610		-11.710	-52	260,276	-15
short	16/03/20	27/04/20	42		Boeing	100	2,008	129.610	128.680	130.547	0.937	1	262,156	6
long	27/04/20	4/05/20	7		Apple	100	3,703	70.793	73.290		2.498	4	271,405	510
short	4/05/20	18/05/20	14		United Airlines	100	10,744	25.260	24.130	26.443	1.183	5	284,114	230
long	18/05/20	25/05/20	7		Apple	100	3,608	78.740	79.723		0.983	1	287,659	91
short	25/05/20	1/06/20	7		United Airlines	100	11,325	25.400	29.460	21.340	-4.060	-16	241,679	-100
long	1/06/20	22/06/20	21		Apple	100	3,003	80.463	89.718		9.255	12	269,472	563
short	22/06/20	6/07/20	14		United Airlines	100	7,374	36.540	35.210	37.920	1.380	4	279,650	163
long	6/07/20	20/06/22	714		Apple	100	2,992	93.463	131.560		38.098	41	393,637	19
short	20/06/22	27/06/22	7		JetBlue Airways	100	46,093	8.540	8.760	8.320	-0.220	-3	383,497	-74
long	27/06/22	26/09/22	91		Chevron	100	2,598	147.570	140.960		-6.610	-4	366,324	-17
short	26/09/22	17/10/22	21		JetBlue Airways	100	55,252	6.630	6.850	6.410	-0.220	-3	354,169	-44
long	17/10/22	23/01/23	98		PG & E	100	25,011	14.160	15.730		1.570	11	393,436	48
accum	29/09/08	23/01/23	5233	days out of 6234 invested (84%)							3,834		393,436	29

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Avis Budget	short	29/09/08	27/10/08	28	6.10	1.40	26.58	20.48	335.71
	short	3/11/08	24/11/08	21	2.19	0.55	8.72	6.53	298.18
	short	5/01/09	16/03/09	70	0.80	0.44	1.45	0.65	81.81
	short	23/03/09	30/03/09	7	0.84	0.83	0.85	0.01	1.20	3,092.27
Apple	long	27/04/20	4/05/20	7	70.79	73.29		2.50	3.53
	long	18/05/20	25/05/20	7	78.74	79.72		0.98	1.25
	long	1/06/20	22/06/20	21	80.46	89.72		9.26	11.50
	long	6/07/20	20/06/22	714	93.46	131.56		38.10	40.76	64.52
Verizon	long	30/03/09	24/08/15	2338	30.22	44.74		14.52	48.05	48.05
PG & E	long	16/03/09	23/03/09	7	36.84	40.33		3.49	9.47
	long	17/10/22	23/01/23	98	14.16	15.73		1.57	11.09	21.61
Walmart	long	27/10/08	3/11/08	7	49.67	55.97		6.30	12.68
	long	24/11/08	5/01/09	42	52.77	56.52		3.75	7.11	20.69
Boeing	short	16/03/20	27/04/20	42	129.61	128.68	130.55	0.94	0.72	0.72
United Airlines	short	4/05/20	18/05/20	14	25.26	24.13	26.44	1.18	4.68
	short	25/05/20	1/06/20	7	25.40	29.46	21.34	-4.06	-15.98
	short	22/06/20	6/07/20	14	36.54	35.21	37.92	1.38	3.78	-8.73
Chevron	short	24/08/15	31/08/15	7	72.12	80.99	63.25	-8.87	-12.30
	long	27/06/22	26/09/22	91	147.57	140.96		-6.61	-4.48	-16.23
JetBlue Airways	long	31/08/15	16/03/20	1659	22.32	10.61		-11.71	-52.46
	short	20/06/22	27/06/22	7	8.54	8.76	8.32	-0.22	-2.58
	short	26/09/22	17/10/22	21	6.63	6.85	6.41	-0.22	-3.32	-55.23

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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