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

Assessment - Dow Jones Composite Average - 4/22/24 - RS = 21

		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	11/27/23	prc diff	⇓ Δ21	∅-RS
		DJCA	12,210.500	Fri	-0.09	12,220.000	-0.08	11,545.000	675.000	5.85	4.46
		Uber Technologies	69.050	Fri	-0.38	68.980	0.10	56.060	12.920	23.05	36.33
	L	American Express	235.570	Fri	-0.65	233.000	1.10	164.040	68.960	42.04	34.42
	L	Caterpillar	343.215	Fri	1.54	357.610	-4.03	247.390	110.220	44.55	32.62
	L	Kirby	112.000	Fri	-0.14	99.140	12.97	77.540	21.600	27.86	24.22
	L	Delta Air Lines	49.920	Fri	0.08	49.020	1.84	35.840	13.180	36.77	23.88
	L	United Airlines	52.840	Fri	-1.25	53.940	-2.04	39.210	14.730	37.57	21.83
		JP Morgan Chase	193.490	Fri	0.06	189.410	2.15	153.190	36.220	23.64	21.41
		IBM	167.130	Fri	-1.05	181.900	-8.12	155.570	26.330	16.92	20.22
	L	Walt Disney	112.730	Fri	-0.04	111.990	0.66	95.170	16.820	17.67	20.17
	L	Goldman Sachs	427.570	Fri	1.79	417.350	2.45	337.710	79.640	23.58	20.02
		Matson	108.940	Fri	-0.71	107.520	1.32	96.390	11.130	11.55	18.46
		Travelers Companies	213.450	Fri	-0.25	214.270	-0.38	178.610	35.660	19.97	17.17
		salesforce.com	274.290	Fri	0.42	273.810	0.18	224.790	49.020	21.81	17.15
	L	Alaska Air Group	43.960	Fri	-1.32	45.530	-3.45	36.840	8.690	23.59	13.47
		Microsoft	406.320	Fri	1.82	400.960	1.34	378.610	22.350	5.90	13.18
		Merck (MSD)	131.200	Fri	0.37	126.940	3.36	101.430	25.510	25.15	13.05
	L	Walmart	60.160	Fri	-0.08	60.140	0.03	52.257	7.883	15.09	11.92
		Norfolk Southern	239.940	Fri	-0.37	244.610	-1.91	211.880	32.730	15.45	10.18
		Old Dominion FL	182.420	Fri	-7.24	211.590	-13.79	199.325	12.265	6.15	9.35
		Visa	274.520	Fri	-0.23	272.330	0.80	254.140	18.190	7.16	9.32
		Ryder System	121.950	Fri	-0.39	109.000	11.88	106.520	2.480	2.33	9.17
	L	FedEx	265.840	Fri	0.12	270.150	-1.60	253.600	16.550	6.53	8.34
	L	PSEG	67.820	Fri	-0.40	66.710	1.66	64.440	2.270	3.52	8.13
	L	Dow	57.290	Fri	1.51	56.990	0.53	51.120	5.870	11.48	6.76
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	11/27/23	prc diff	⇓ Δ21	∅-RS
		Verizon	39.680	Fri	1.17	38.600	2.80	37.350	1.250	3.35	6.07
		Union Pacific	242.790	Fri	-0.31	234.470	3.55	219.850	14.620	6.65	6.03
		Duke Energy	97.710	Fri	-1.33	98.120	-0.42	90.930	7.190	7.91	5.92
	L	Procter & Gamble	161.290	Fri	-0.78	160.540	0.47	151.240	9.300	6.15	5.46
	L	Dominion Resources	50.450	Fri	-1.02	50.630	-0.36	46.910	3.720	7.93	5.25
		Southern	73.210	Fri	-1.56	72.980	0.32	70.260	2.720	3.87	4.99
		CSX	33.990	Fri	-0.12	34.620	-1.82	31.940	2.680	8.39	4.72
	L	AEP	85.260	Fri	-1.84	84.900	0.42	78.540	6.360	8.10	4.48
		Amgen	269.980	Fri	0.22	271.910	-0.71	264.270	7.640	2.89	4.39
	L	Chevron	165.890	Fri	0.37	161.920	2.45	144.360	17.560	12.16	4.22
		Home Depot	335.090	Fri	0.94	336.110	-0.30	310.920	25.190	8.10	3.97
		Edison International	70.140	Fri	-1.39	70.660	-0.74	66.270	4.390	6.62	3.66
		Atmos Energy	116.930	Fri	-1.05	118.080	-0.97	112.640	5.440	4.83	3.02
	L	NextEra Energy	65.990	Fri	-1.36	65.310	1.04	57.580	7.730	13.42	2.97
	L	American Airlines	13.880	Fri	-1.77	14.530	-4.47	12.180	2.350	19.29	2.68
	L	FirstEnergy	38.130	Fri	-1.14	38.210	-0.21	37.500	0.710	1.89	2.50
	L	Consolidated Edison	92.930	Fri	-1.25	92.730	0.22	90.670	2.060	2.27	2.00
	L	Coca-Cola	61.740	Fri		60.550	1.97	58.460	2.090	3.58	1.82
		Southwest Airlines	27.030	Fri	-0.84	29.730	-9.08	24.440	5.290	21.64	0.21
	S	Honeywell	193.450	Fri	0.22	195.580	-1.09	192.970	2.610	1.35	-0.10
		Sempra	71.320	Fri	-0.92	71.130	0.27	73.720	-2.590	-3.51	-1.47
	S	UnitedHealth	495.350	Fri	0.30	491.230	0.84	543.590	-52.360	-9.63	-2.27
	L	Exelon	37.320	Fri	-0.90	37.670	-0.93	39.140	-1.470	-3.76	-2.64
	S	McDonald´s	273.090	Fri	-0.91	275.580	-0.90	281.840	-6.260	-2.22	-2.74
		Expeditors Wash	113.300	Fri	0.13	114.090	-0.69	118.570	-4.480	-3.78	-4.12
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	11/27/23	prc diff	⇓ Δ21	∅-RS
	S	Cisco Systems	47.860	Fri	-0.50	48.140	-0.58	47.930	0.210	0.44	-5.40
	S	Johnson & Johnson	146.140	Fri	-0.46	149.120	-2.00	151.280	-2.160	-1.43	-6.10
	L	AES	17.210	Fri	0.47	16.700	3.05	16.910	-0.210	-1.24	-6.34
	S	3M	91.800	Fri	0.43	92.620	-0.89	97.070	-4.450	-4.58	-6.40
	S	Landstar System	177.260	Fri	-0.10	171.410	3.41	173.810	-2.400	-1.38	-7.35
		Xcel Energy	53.960	Fri	-1.91	54.960	-1.82	60.450	-5.490	-9.08	-8.19
	S	Intel	31.880	Fri	-9.20	34.410	-7.35	44.080	-9.670	-21.94	-8.23
	S	Apple	169.300	Fri	-0.35	165.840	2.09	189.790	-23.950	-12.62	-8.51
		American Water	120.780	Fri	-0.63	119.260	1.27	130.750	-11.490	-8.79	-9.40
	S	UPS	147.590	Fri	0.14	145.360	1.53	149.590	-4.230	-2.83	-9.40
	S	Nike	94.120	Fri	0.19	94.190	-0.07	107.960	-13.770	-12.75	-10.29
	S	J.B. Hunt	162.010	Fri	-1.06	167.380	-3.21	179.640	-12.260	-6.82	-11.14
	S	C.H. Robinson	70.220	Fri	-0.06	70.760	-0.76	81.410	-10.650	-13.08	-17.53
	S	Boeing	167.260	Fri	0.27	170.480	-1.89	219.300	-48.820	-22.26	-18.19
	S	Walgreens Boots	17.700	Fri	0.57	18.220	-2.85	20.110	-1.890	-9.40	-24.95
	S	Avis Budget	100.750	Fri	1.19	102.090	-1.31	183.830	-81.740	-44.46	-39.65
DJCA - 65 out of 65 instruments rated - 4/22/24 / 11/27/23 - 45 did rise, Market-Ratio(21) = 69.23 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

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

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
1/02/06		9/29/08	1001		- cash -
short	9/29/08	10/27/08	28		Avis Budget	100	1,639	6.100	1.400	26.579	20.479	336	43,564	> 999,999
long	10/27/08	11/03/08	7		Walmart	100	2,631	16.557	18.657		2.100	13	49,090	50,504
short	11/03/08	11/24/08	21		Avis Budget	100	22,415	2.190	0.550	8.720	6.530	298	195,464	> 999,999
long	11/24/08	1/05/09	42		Walmart	100	11,112	17.590	18.840		1.250	7	209,354	82
short	1/05/09	3/16/09	70		Avis Budget	100	261,692	0.800	0.440	1.455	0.655	82	380,631	2,158
long	3/16/09	3/23/09	7		PG & E	100	10,332	36.840	40.330		3.490	9	416,690	11,111
short	3/23/09	3/30/09	7		Avis Budget	100	496,059	0.840	0.830	0.850	0.010	1	421,700	86
long	3/30/09	8/24/15	2338		Verizon	100	13,954	30.220	44.740		14.520	48	624,312	6
short	8/24/15	8/31/15	7		Chevron	100	8,656	72.120	80.990	63.250	-8.870	-12	547,534	-100
long	8/31/15	3/16/20	1659		JetBlue Airways	100	24,531	22.320	10.610		-11.710	-52	260,276	-15
short	3/16/20	4/27/20	42		Boeing	100	2,008	129.610	128.680	130.547	0.937	1	262,156	6
long	4/27/20	5/04/20	7		Apple	100	3,703	70.793	73.290		2.498	4	271,405	510
short	5/04/20	5/18/20	14		United Airlines	100	10,744	25.260	24.130	26.443	1.183	5	284,114	230
long	5/18/20	5/25/20	7		Apple	100	3,608	78.740	79.723		0.983	1	287,659	91
short	5/25/20	6/01/20	7		United Airlines	100	11,325	25.400	29.460	21.340	-4.060	-16	241,679	-100
long	6/01/20	6/22/20	21		Apple	100	3,003	80.463	89.718		9.255	12	269,472	563
short	6/22/20	7/06/20	14		United Airlines	100	7,374	36.540	35.210	37.920	1.380	4	279,650	163
long	7/06/20	6/20/22	714		Apple	100	2,992	93.463	131.560		38.098	41	393,637	19
short	6/20/22	6/27/22	7		JetBlue Airways	100	46,093	8.540	8.760	8.320	-0.220	-3	383,497	-74
long	6/27/22	9/26/22	91		Chevron	100	2,598	147.570	140.960		-6.610	-4	366,324	-17
short	9/26/22	10/17/22	21		JetBlue Airways	100	55,252	6.630	6.850	6.410	-0.220	-3	354,169	-44
long	10/17/22	4/22/24	553		PG & E	100	25,011	14.160	16.949		2.789	20	423,912	13
accum	9/29/08	4/22/24	5689	days out of 6690 invested (85%)							4,139		423,912	27

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Avis Budget	short	9/29/08	10/27/08	28	6.10	1.40	26.58	20.48	335.71
	short	11/03/08	11/24/08	21	2.19	0.55	8.72	6.53	298.18
	short	1/05/09	3/16/09	70	0.80	0.44	1.45	0.65	81.81
	short	3/23/09	3/30/09	7	0.84	0.83	0.85	0.01	1.20	3,092.27
Apple	long	4/27/20	5/04/20	7	70.79	73.29		2.50	3.53
	long	5/18/20	5/25/20	7	78.74	79.72		0.98	1.25
	long	6/01/20	6/22/20	21	80.46	89.72		9.26	11.50
	long	7/06/20	6/20/22	714	93.46	131.56		38.10	40.76	64.52
Verizon	long	3/30/09	8/24/15	2338	30.22	44.74		14.52	48.05	48.05
PG & E	long	3/16/09	3/23/09	7	36.84	40.33		3.49	9.47
	long	10/17/22	4/22/24	553	14.16	16.95		2.79	19.69	31.03
Walmart	long	10/27/08	11/03/08	7	16.56	18.66		2.10	12.68
	long	11/24/08	1/05/09	42	17.59	18.84		1.25	7.11	20.69
Boeing	short	3/16/20	4/27/20	42	129.61	128.68	130.55	0.94	0.72	0.72
United Airlines	short	5/04/20	5/18/20	14	25.26	24.13	26.44	1.18	4.68
	short	5/25/20	6/01/20	7	25.40	29.46	21.34	-4.06	-15.98
	short	6/22/20	7/06/20	14	36.54	35.21	37.92	1.38	3.78	-8.73
Chevron	short	8/24/15	8/31/15	7	72.12	80.99	63.25	-8.87	-12.30
	long	6/27/22	9/26/22	91	147.57	140.96		-6.61	-4.48	-16.23
JetBlue Airways	long	8/31/15	3/16/20	1659	22.32	10.61		-11.71	-52.46
	short	6/20/22	6/27/22	7	8.54	8.76	8.32	-0.22	-2.58
	short	9/26/22	10/17/22	21	6.63	6.85	6.41	-0.22	-3.32	-55.23

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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