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

Assessment - Dow Jones Composite Average - 3/01/21 - RS = 21

		⇓instrument	freshest		⇓ Δday	3/01/21	⇓ Δwk	10/05/20	prc diff	⇓ Δ21	∅-RS
	L	DJCA	10,435.900	Fri	2.17	10,348.800	0.84	9,368.480	980.320	10.46	16.33
	L	Avis Budget	62.330	Fri	3.78	60.850	2.43	29.070	31.780	109.32	141.01
	L	Matson	73.670	Fri	3.05	73.360	0.42	42.220	31.140	73.76	87.01
	L	Alaska Air Group	64.890	Fri	0.42	65.960	-1.62	37.570	28.390	75.57	70.87
	L	Ryder System	72.930	Fri	3.42	70.910	2.85	45.930	24.980	54.39	70.51
	L	American Airlines	20.450	Fri	-3.72	22.170	-7.76	13.120	9.050	68.98	68.97
	L	JetBlue Airways	18.630	Fri	-1.01	19.120	-2.56	11.760	7.360	62.59	64.76
	L	Goldman Sachs	327.370	Fri	-0.58	334.430	-2.11	201.800	132.630	65.72	60.76
	L	AES	25.990	Fri	0.43	26.890	-3.35	18.580	8.310	44.73	58.68
	L	Delta Air Lines	46.210	Fri	-1.60	48.350	-4.43	32.000	16.350	51.09	56.42
	L	United Airlines	50.520	Fri	-2.94	54.570	-7.42	36.200	18.370	50.75	54.40
	L	Caterpillar	220.160	Fri	3.47	214.910	2.44	153.490	61.420	40.02	52.31
	L	Southwest Airlines	56.920	Fri	1.50	57.820	-1.56	38.490	19.330	50.22	52.17
	L	Walt Disney	189.990	Fri	1.04	192.260	-1.18	123.370	68.890	55.84	51.13
	L	JP Morgan Chase	150.910	Fri	0.23	152.910	-1.31	99.040	53.870	54.39	46.35
		FedEx	257.290	Fri	3.06	258.770	-0.57	259.210	-0.440	-0.17	45.44
	L	Dow	62.910	Fri	2.79	62.250	1.06	48.580	13.670	28.14	45.33
	L	American Express	147.330	Fri	3.26	142.590	3.32	103.890	38.700	37.25	40.38
	L	Landstar System	162.370	Fri	1.61	164.390	-1.23	128.460	35.930	27.97	36.45
	L	Exxon Mobil	60.930	Fri	3.78	56.520	7.80	33.740	22.780	67.52	36.30
	L	Kirby	64.950	Fri	3.69	63.410	2.43	37.120	26.290	70.82	33.55
	L	Boeing	223.220	Fri	-0.66	228.560	-2.34	171.200	57.360	33.50	31.75
	L	Norfolk Southern	256.000	Fri	4.61	254.110	0.74	215.160	38.950	18.10	30.08
	L	Travelers Companies	152.360	Fri	2.24	150.710	1.09	111.910	38.800	34.67	28.68
	L	J.B. Hunt	155.630	Fri	4.25	152.590	1.99	130.550	22.040	16.88	26.67
		⇓instrument	freshest		⇓ Δday	3/01/21	⇓ Δwk	10/05/20	prc diff	⇓ Δ21	∅-RS
		Kansas City Southern	211.690	Fri	5.44	207.340	2.10	181.170	26.170	14.44	26.31
		Apple	121.420	Fri	1.07	122.060	-0.52	116.500	5.560	4.77	25.56
		Nike	133.350	Fri	0.99	134.260	-0.68	127.910	6.350	4.96	24.86
		UPS	164.400	Fri	3.10	160.430	2.47	169.160	-8.730	-5.16	24.02
	L	Chevron	109.000	Fri	4.31	103.590	5.22	72.700	30.890	42.49	23.11
		CSX	91.630	Fri	3.82	91.090	0.59	77.740	13.350	17.17	22.71
	L	Raytheon Tech	75.180	Fri	1.02	75.070	0.15	59.510	15.560	26.15	17.53
		Union Pacific	209.710	Fri	4.29	206.230	1.69	201.320	4.910	2.44	15.93
		Microsoft	231.600	Fri	2.15	227.560	1.78	210.380	17.180	8.17	14.66
		Expeditors Wash	96.550	Fri	3.48	93.340	3.44	91.090	2.250	2.47	14.47
	L	Walgreens Boots	47.200	Fri	0.73	47.630	-0.90	36.620	11.010	30.07	14.27
	L	Intel	60.740	Fri	4.13	59.900	1.40	51.690	8.210	15.88	12.50
	L	3M	180.800	Fri	1.78	178.060	1.54	162.750	15.310	9.41	11.87
	L	Visa	215.410	Fri	1.85	214.850	0.26	203.540	11.310	5.56	11.28
		UnitedHealth	347.100	Fri	3.98	332.870	4.27	318.150	14.720	4.63	9.51
		C.H. Robinson	94.030	Fri	2.22	92.970	1.14	104.000	-11.030	-10.61	9.33
		NextEra Energy	70.700	Fri	-0.83	72.520	-2.51	71.978	0.542	0.75	6.97
		Johnson & Johnson	156.100	Fri	1.98	156.220	-0.08	148.230	7.990	5.39	6.21
	L	Cisco Systems	46.250	Fri	3.79	45.130	2.48	38.570	6.560	17.01	5.92
		McDonald´s	207.370	Fri	1.24	205.820	0.75	226.070	-20.250	-8.96	3.65
		Coca-Cola	50.790	Fri	1.70	49.980	1.62	49.380	0.600	1.22	3.05
		Home Depot	253.520	Fri	1.03	257.360	-1.49	282.100	-24.740	-8.77	2.86
		PSEG	56.260	Fri	2.93	54.250	3.71	56.320	-2.070	-3.68	2.19
		Exelon	39.640	Fri	0.64	39.530	0.28	36.790	2.740	7.45	1.88
		PG & E	10.850	Fri	1.12	10.750	0.93	9.940	0.810	8.15	1.83
		⇓instrument	freshest		⇓ Δday	3/01/21	⇓ Δwk	10/05/20	prc diff	⇓ Δ21	∅-RS
		Southern	58.350	Fri	1.64	57.590	1.32	57.170	0.420	0.73	1.77
	L	IBM	122.830	Fri	2.26	122.360	0.38	122.010	0.350	0.29	1.16
		Duke Energy	88.530	Fri	2.39	87.270	1.44	91.740	-4.470	-4.87	0.98
		CenterPoint Energy	20.660	Fri	3.98	19.450	6.22	20.190	-0.740	-3.67	0.88
	L	FirstEnergy	33.210	Fri	-0.03	32.900	0.94	29.910	2.990	10.00	-1.88
	S	Edison International	57.700	Fri	1.19	55.800	3.41	52.610	3.190	6.06	-1.92
	S	Procter & Gamble	125.980	Fri	3.14	123.160	2.29	139.390	-16.230	-11.64	-3.28
	S	Verizon	56.000	Fri	2.19	55.380	1.12	59.660	-4.280	-7.17	-3.28
	S	Walmart	129.120	Fri	1.25	127.590	1.20	141.800	-14.210	-10.02	-3.97
	S	Pfizer	34.390	Fri	0.56	34.390		36.750	-2.360	-6.42	-4.86
	S	American Water	136.010	Fri	0.77	132.130	2.94	151.890	-19.760	-13.01	-5.46
	S	Merck (MSD)	73.130	Fri	1.33	73.300	-0.23	81.240	-7.940	-9.77	-7.80
		NiSource	21.860	Fri	1.67	21.570	1.34	21.990	-0.420	-1.91	-8.01
	S	AEP	78.900	Fri	2.14	76.320	3.38	87.050	-10.730	-12.33	-8.08
	S	Dominion Resources	69.860	Fri	2.74	69.580	0.40	80.090	-10.510	-13.12	-10.25
		Consolidated Edison	68.300	Fri	2.00	67.430	1.29	79.930	-12.500	-15.64	-10.40
DJCA - 65 out of 65 instruments rated - 3/01/21 / 10/05/20 - 47 did rise, Market-Ratio(21) = 72.31 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/02/17	scale up chart	3/01/21

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	3/05/21	242		Apple	100	2,992	93.463	121.420		27.958	30	363,298	48
accum	9/29/08	3/05/21	4541	days out of 5542 invested (82%)							3,533		363,298	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	3/05/21	242	93.46	121.42		27.96	29.91	51.84
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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