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

Assessment - Dow Jones Composite Average - 6/07/21 - RS = 21

		⇓instrument	freshest		⇓ Δday	6/07/21	⇓ Δwk	1/11/21	prc diff	⇓ Δ21	∅-RS
		DJCA	11,547.200	Fri	0.36	11,581.000	-0.29	10,228.700	1,352.300	13.22	17.88
		Avis Budget	94.240	Fri	8.37	85.490	10.24	38.980	46.510	119.32	120.60
	L	Goldman Sachs	378.050	Fri	1.10	388.160	-2.60	293.830	94.330	32.10	56.51
		American Airlines	23.530	Fri	0.30	24.300	-3.17	15.000	9.300	62.00	55.86
	L	Kansas City Southern	294.300	Fri	0.28	298.420	-1.38	214.240	84.180	39.29	51.12
		Ryder System	79.420	Fri	1.85	80.610	-1.48	67.050	13.560	20.22	49.44
	L	American Express	164.510	Fri	1.41	165.920	-0.85	121.060	44.860	37.06	42.41
		Caterpillar	220.700	Fri	-2.23	239.760	-7.95	193.860	45.900	23.68	39.30
		JP Morgan Chase	160.290	Fri	-0.07	165.660	-3.24	138.050	27.610	20.00	39.12
		Alaska Air Group	65.480	Fri	0.89	65.450	0.05	50.150	15.300	30.51	37.55
	L	Exxon Mobil	62.170	Fri	-0.92	61.050	1.83	46.840	14.210	30.34	36.08
		United Airlines	56.520	Fri	0.46	56.930	-0.72	42.700	14.230	33.33	35.20
	L	Expeditors Wash	125.660	Fri	0.18	124.100	1.26	93.970	30.130	32.06	34.18
	L	UPS	203.200	Fri		210.630	-3.53	161.860	48.770	30.13	34.13
		JetBlue Airways	18.650	Fri	1.14	19.060	-2.15	14.540	4.520	31.09	34.00
	L	Kirby	66.880	Fri	1.44	68.100	-1.79	56.370	11.730	20.81	33.00
		Southwest Airlines	57.570	Fri	0.12	58.550	-1.67	47.440	11.110	23.42	32.16
		Dow	68.000	Fri	0.01	69.240	-1.79	58.860	10.380	17.64	32.05
	L	Raytheon Tech	88.810	Fri	0.63	88.970	-0.18	69.800	19.170	27.46	29.87
		FedEx	296.090	Fri	1.11	302.120	-2.00	245.310	56.810	23.16	29.70
		Boeing	247.280	Fri	-0.43	252.660	-2.13	206.790	45.870	22.18	26.89
		Delta Air Lines	46.500	Fri	0.48	45.980	1.13	39.410	6.570	16.67	26.57
		Matson	64.790	Fri	2.92	62.870	3.05	62.870	0.000	0.00	26.37
		Walgreens Boots	55.310	Fri		54.560	1.37	47.700	6.860	14.38	24.79
		Norfolk Southern	271.490	Fri	0.51	279.300	-2.80	254.370	24.930	9.80	22.50
		⇓instrument	freshest		⇓ Δday	6/07/21	⇓ Δwk	1/11/21	prc diff	⇓ Δ21	∅-RS
		AES	25.880	Fri	1.97	24.960	3.69	25.460	-0.500	-1.96	21.25
		Chevron	107.910	Fri	-0.46	107.750	0.15	91.600	16.150	17.63	20.08
		Travelers Companies	154.480	Fri	0.30	157.760	-2.08	137.430	20.330	14.79	19.95
	L	CenterPoint Energy	26.150	Fri	0.77	25.400	2.95	20.790	4.610	22.17	19.50
	L	Cisco Systems	54.770	Fri	-0.47	53.920	1.58	45.360	8.560	18.87	19.45
		Walt Disney	177.380	Fri	0.46	176.990	0.22	179.090	-2.100	-1.17	19.33
		UnitedHealth	397.890	Fri	-0.90	400.250	-0.59	360.750	39.500	10.95	19.32
		J.B. Hunt	165.250	Fri	0.64	167.080	-1.10	148.140	18.940	12.79	18.58
		CSX	97.230	Fri	0.58	99.620	-2.40	95.990	3.630	3.78	17.97
	L	FirstEnergy	38.760	Fri	0.34	38.330	1.12	30.200	8.130	26.92	17.92
		3M	202.810	Fri	-0.16	203.730	-0.45	165.200	38.530	23.32	17.70
	L	IBM	151.280	Fri	0.49	148.020	2.20	128.580	19.440	15.12	17.58
		Landstar System	160.850	Fri	1.30	160.790	0.04	144.380	16.410	11.37	16.34
		Microsoft	257.890	Fri	0.25	253.810	1.61	217.490	36.320	16.70	14.72
		Union Pacific	221.330	Fri	0.79	226.170	-2.14	217.350	8.820	4.06	13.42
	L	Duke Energy	101.930	Fri	0.22	101.480	0.44	89.290	12.190	13.65	12.76
	L	Exelon	46.910	Fri	0.43	45.600	2.87	41.860	3.740	8.93	12.12
	L	Visa	234.960	Fri	0.43	231.320	1.57	212.890	18.430	8.66	11.54
		Home Depot	310.770	Fri	0.80	309.960	0.26	271.230	38.730	14.28	11.29
	L	Coca-Cola	56.160	Fri	0.45	56.040	0.21	50.200	5.840	11.63	11.19
		Southern	63.850	Fri	-0.05	64.350	-0.78	61.210	3.140	5.13	9.91
		McDonald´s	236.930	Fri	1.00	231.690	2.26	214.230	17.460	8.15	8.68
	L	NiSource	26.010	Fri	1.01	25.490	2.04	21.880	3.610	16.50	8.65
		Nike	131.940	Fri	0.73	133.950	-1.50	147.050	-13.100	-8.91	8.47
		PSEG	61.800	Fri	0.28	61.270	0.87	56.980	4.290	7.53	8.08
		⇓instrument	freshest		⇓ Δday	6/07/21	⇓ Δwk	1/11/21	prc diff	⇓ Δ21	∅-RS
		Apple	127.350	Fri	0.98	125.900	1.15	128.980	-3.080	-2.39	7.70
		Johnson & Johnson	164.960	Fri	-1.27	164.840	0.07	159.370	5.470	3.43	7.41
		American Water	160.360	Fri	0.39	156.430	2.51	156.640	-0.210	-0.13	5.87
	L	Pfizer	40.150	Fri	-1.30	38.990	2.98	37.770	1.220	3.23	5.73
		Intel	57.850	Fri	0.82	57.090	1.33	51.540	5.550	10.77	5.38
	L	Consolidated Edison	77.230	Fri	0.25	77.240	-0.01	68.730	8.510	12.38	3.70
		C.H. Robinson	100.000	Fri	0.84	96.340	3.80	96.530	-0.190	-0.20	3.13
		AEP	84.760	Fri	0.04	86.030	-1.48	78.775	7.255	9.21	2.79
		Procter & Gamble	134.860	Fri	-0.68	136.420	-1.14	137.850	-1.430	-1.04	2.55
		Walmart	140.750	Fri	0.62	140.900	-0.11	147.290	-6.390	-4.34	2.44
		NextEra Energy	73.490	Fri	-0.03	72.340	1.59	79.690	-7.350	-9.22	-0.68
		Verizon	57.330	Fri	-0.02	57.200	0.23	57.460	-0.260	-0.45	-1.07
		Dominion Resources	77.320	Fri	-0.17	76.520	1.05	72.670	3.850	5.30	-1.08
		Edison International	57.970	Fri	0.83	56.470	2.66	61.670	-5.200	-8.43	-1.83
	S	PG & E	10.500	Fri	0.10	10.380	1.16	12.210	-1.830	-14.99	-2.47
		Merck (MSD)	76.270	Fri	0.17	72.800	4.77	85.000	-12.200	-14.35	-8.16
DJCA - 65 out of 65 instruments rated - 6/07/21 / 1/11/21 - 51 did rise, Market-Ratio(21) = 78.46 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/02/17	scale up chart	6/07/21

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	877	49.670	55.970		6.300	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	3,704	52.770	56.520		3.750	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	6/11/21	340		Apple	100	2,992	93.463	127.350		33.888	36	381,041	39
accum	9/29/08	6/11/21	4641	days out of 5642 invested (82%)							3,710		381,041	33

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	6/11/21	340	93.46	127.35		33.89	36.26	59.25
Verizon	long	3/30/09	8/24/15	2338	30.22	44.74		14.52	48.05	48.05
Walmart	long	10/27/08	11/03/08	7	49.67	55.97		6.30	12.68
	long	11/24/08	1/05/09	42	52.77	56.52		3.75	7.11	20.69
PG & E	long	3/16/09	3/23/09	7	36.84	40.33		3.49	9.47	9.47
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	-12.30
JetBlue Airways	long	8/31/15	3/16/20	1659	22.32	10.61		-11.71	-52.46	-52.46

Annotations

4/03/20	Raytheon Tech	spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger
12/24/15	Nike	stock split 1:2 (two for one)
10/15/15	DJCA	American Airlines replaces Con-Way
7/01/15	NiSource	company split (CPGX) by a ratio of 1.000:2.545
3/19/15	Visa	forward stock split 1:4 (four for one)
3/18/15	DJIA	Apple replaces AT&T


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