Share-o-matic - The Engine for Profitable Investing and Trading

Assessment - Dow Jones Composite Average - 7/01/24 - RS = 21

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	2/05/24	prc diff	⇓ Δ21	∅-RS
		DJCA	12,805.200	7/15	0.55	12,447.100	2.88	12,270.500	176.600	1.44	3.47
	L	Kirby	123.790	7/15	2.24	121.050	2.26	84.010	37.040	44.09	39.53
		Uber Technologies	72.290	7/15	-0.19	71.100	1.67	68.990	2.110	3.06	26.27
		American Express	244.000	7/15	2.25	233.810	4.36	205.940	27.870	13.53	24.48
	L	Goldman Sachs	492.230	7/15	2.57	463.660	6.16	383.020	80.640	21.05	24.06
		Matson	126.600	7/15	1.36	129.080	-1.92	112.830	16.250	14.40	22.06
	L	Walmart	69.610	7/15	0.53	67.480	3.16	56.220	11.260	20.03	21.39
		Microsoft	453.960	7/15	0.09	456.730	-0.61	405.650	51.080	12.59	21.25
		Delta Air Lines	43.000	7/15	-1.42	46.920	-8.35	39.240	7.680	19.57	19.00
		JP Morgan Chase	210.050	7/15	2.49	205.450	2.24	174.500	30.950	17.74	18.62
	L	Apple	234.400	7/15	1.67	216.750	8.14	187.680	29.070	15.49	18.50
	L	PSEG	74.540	7/15	-2.28	73.630	1.24	58.200	15.430	26.51	15.99
	L	NextEra Energy	70.970	7/15	-6.62	69.900	1.53	55.970	13.930	24.89	14.55
		Ryder System	131.940	7/15	2.48	122.690	7.54	115.220	7.470	6.48	12.31
	L	Amgen	330.150	7/15	-0.21	311.010	6.15	321.970	-10.960	-3.40	11.69
		United Airlines	44.320	7/15	-0.89	48.330	-8.30	40.010	8.320	20.79	11.62
		Merck (MSD)	128.120	7/15	0.28	127.900	0.17	126.180	1.720	1.36	11.58
		Caterpillar	345.770	7/15	3.03	329.080	5.07	321.400	7.680	2.39	11.20
		Travelers Companies	213.400	7/15	0.85	202.970	5.14	213.080	-10.110	-4.74	10.84
	L	Southern	80.050	7/15	0.08	77.000	3.96	67.180	9.820	14.62	10.63
	L	Procter & Gamble	164.580	7/15	-1.22	162.720	1.14	158.210	4.510	2.85	8.63
	L	Honeywell	215.720	7/15	0.28	210.950	2.26	193.010	17.940	9.29	7.95
	L	AEP	90.940	7/15	-0.02	87.280	4.19	76.800	10.480	13.65	7.82
	L	Duke Energy	105.320	7/15	-0.07	99.350	6.01	95.250	4.100	4.30	7.65
		Walt Disney	96.870	7/15	-0.27	98.040	-1.19	96.650	1.390	1.44	7.11
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	2/05/24	prc diff	⇓ Δ21	∅-RS
	L	AES	17.000	7/15	-10.01	17.440	-2.52	16.510	0.930	5.63	7.05
		IBM	182.880	7/15	0.03	175.100	4.44	183.420	-8.320	-4.54	6.95
		Verizon	40.790	7/15	-1.54	41.740	-2.28	41.380	0.360	0.87	6.94
		Visa	268.450	7/15	1.02	263.240	1.98	275.580	-12.340	-4.48	5.92
		Home Depot	358.460	7/15	-0.36	336.190	6.62	355.140	-18.950	-5.34	5.89
	L	Coca-Cola	63.410	7/15	-0.46	63.280	0.21	60.040	3.240	5.40	5.27
		Edison International	73.050	7/15	-2.39	71.190	2.61	65.560	5.630	8.59	4.14
	L	Sempra	76.020	7/15	-1.34	74.970	1.40	70.050	4.920	7.02	3.72
		Expeditors Wash	119.030	7/15	-0.72	120.870	-1.52	124.570	-3.700	-2.97	3.52
		Dominion Resources	51.030	7/15	-1.81	48.010	6.29	44.690	3.320	7.43	3.21
		Alaska Air Group	38.450	7/15	0.10	40.090	-4.09	35.280	4.810	13.63	3.07
	L	C.H. Robinson	87.030	7/15	0.31	86.810	0.25	74.040	12.770	17.25	2.90
		FirstEnergy	38.860	7/15	-1.67	38.310	1.44	36.220	2.090	5.77	2.36
	L	3M	102.720	7/15	-1.27	100.610	2.10	92.730	7.880	8.50	2.10
		Dow	53.270	7/15	0.68	52.630	1.22	53.160	-0.530	-1.00	2.08
		Atmos Energy	120.830	7/15	-0.09	115.980	4.18	111.780	4.200	3.76	1.36
		Consolidated Edison	90.260	7/15	-2.09	88.810	1.63	89.670	-0.860	-0.96	-0.07
	L	American Water	136.330	7/15	-1.98	127.760	6.71	121.520	6.240	5.13	-0.28
		Chevron	158.040	7/15	1.57	156.520	0.97	152.330	4.190	2.75	-1.57
	S	FedEx	305.020	7/15	2.01	298.680	2.12	238.310	60.370	25.33	-1.79
		Norfolk Southern	227.760	7/15	2.90	214.060	6.40	248.480	-34.420	-13.85	-1.82
		Southwest Airlines	27.710	7/15	0.65	28.110	-1.42	29.750	-1.640	-5.51	-1.88
	S	CSX	34.600	7/15	2.40	33.590	3.01	36.730	-3.140	-8.55	-2.31
		Landstar System	184.440	7/15	2.15	183.400	0.57	192.660	-9.260	-4.81	-2.59
	S	Union Pacific	235.990	7/15	2.51	224.860	4.95	246.640	-21.780	-8.83	-2.65
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	2/05/24	prc diff	⇓ Δ21	∅-RS
	S	UnitedHealth	515.370	7/15	0.75	494.650	4.19	502.960	-8.310	-1.65	-3.00
	S	salesforce.com	252.860	7/15	-0.44	256.210	-1.31	288.110	-31.900	-11.07	-5.37
		Nike	71.310	7/15	-2.87	76.830	-7.18	99.680	-22.850	-22.92	-6.53
	S	Johnson & Johnson	149.240	7/15	-0.43	146.440	1.91	155.800	-9.360	-6.01	-7.04
		Exelon	35.350	7/15	0.31	34.550	2.32	33.620	0.930	2.77	-7.81
	L	Xcel Energy	53.230	7/15	-1.93	52.430	1.53	58.520	-6.090	-10.41	-8.41
	S	McDonald´s	251.530	7/15	-0.93	249.990	0.62	285.970	-35.980	-12.58	-9.22
	S	Cisco Systems	47.400	7/15	0.04	47.520	-0.25	49.510	-1.990	-4.02	-9.84
	S	Old Dominion FL	195.250	7/15	2.64	178.700	9.26	207.220	-28.520	-13.76	-12.27
		Boeing	179.110	7/15	-1.76	186.700	-4.07	206.630	-19.930	-9.65	-12.42
	S	UPS	144.150	7/15	1.26	135.950	6.03	139.080	-3.130	-2.25	-12.75
	S	J.B. Hunt	169.620	7/15	2.08	158.680	6.89	206.730	-48.050	-23.24	-15.32
	S	Intel	34.460	7/15	-0.09	30.840	11.74	42.770	-11.930	-27.89	-17.91
	S	American Airlines	10.630	7/15	-0.47	11.040	-3.71	14.260	-3.220	-22.58	-18.40
	S	Walgreens Boots	11.700	7/15	1.74	11.580	1.04	22.160	-10.580	-47.74	-31.24
		Avis Budget	108.130	7/15	0.65	101.280	6.76	155.890	-54.610	-35.03	-32.59
DJCA - 65 out of 65 instruments rated - 7/01/24 / 2/05/24 - 37 did rise, Market-Ratio(21) = 56.92 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/06/20	scale up chart	7/01/24

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	7/15/24	637		PG & E	100	25,011	14.160	17.670		3.510	25	441,957	14
accum	9/29/08	7/15/24	5780	days out of 6781 invested (85%)							4,320		441,957	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	7/15/24	637	14.16	17.67		3.51	24.79	36.61
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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