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	12,636.800	8/12/24	-0.32	12,447.100	1.52	12,270.500	176.600	1.44	3.47
	L	Kirby	116.510	8/12/24	-0.14	121.050	-3.75	84.010	37.040	44.09	39.53
		Uber Technologies	69.260	8/12/24	1.05	71.100	-2.59	68.990	2.110	3.06	26.27
		American Express	237.050	8/12/24	-0.34	233.810	1.39	205.940	27.870	13.53	24.48
	L	Goldman Sachs	485.500	8/12/24	-0.97	463.660	4.71	383.020	80.640	21.05	24.06
		Matson	130.130	8/12/24	0.73	129.080	0.81	112.830	16.250	14.40	22.06
	L	Walmart	68.700	8/12/24	1.10	67.480	1.81	56.220	11.260	20.03	21.39
		Microsoft	406.810	8/12/24	0.19	456.730	-10.93	405.650	51.080	12.59	21.25
		Delta Air Lines	39.060	8/12/24	-0.61	46.920	-16.75	39.240	7.680	19.57	19.00
		JP Morgan Chase	206.190	8/12/24	0.19	205.450	0.36	174.500	30.950	17.74	18.62
	L	Apple	217.530	8/12/24	0.71	216.750	0.36	187.680	29.070	15.49	18.50
	L	PSEG	80.510	8/12/24	0.81	73.630	9.34	58.200	15.430	26.51	15.99
	L	NextEra Energy	77.580	8/12/24	0.15	69.900	10.99	55.970	13.930	24.89	14.55
		Ryder System	131.840	8/12/24	-1.29	122.690	7.46	115.220	7.470	6.48	12.31
	L	Amgen	320.000	8/12/24	-0.77	311.010	2.89	321.970	-10.960	-3.40	11.69
		United Airlines	40.420	8/12/24	-2.51	48.330	-16.37	40.010	8.320	20.79	11.62
		Merck (MSD)	113.480	8/12/24	-0.93	127.900	-11.27	126.180	1.720	1.36	11.58
		Caterpillar	336.030	8/12/24	-0.66	329.080	2.11	321.400	7.680	2.39	11.20
		Travelers Companies	209.730	8/12/24	-1.29	202.970	3.33	213.080	-10.110	-4.74	10.84
	L	Southern	87.200	8/12/24	0.46	77.000	13.25	67.180	9.820	14.62	10.63
	L	Procter & Gamble	166.810	8/12/24	-2.19	162.720	2.51	158.210	4.510	2.85	8.63
	L	Honeywell	196.790	8/12/24	-0.73	210.950	-6.71	193.010	17.940	9.29	7.95
	L	AEP	97.140	8/12/24	-0.40	87.280	11.30	76.800	10.480	13.65	7.82
	L	Duke Energy	113.370	8/12/24	0.62	99.350	14.11	95.250	4.100	4.30	7.65
		Walt Disney	85.950	8/12/24	-0.30	98.040	-12.33	96.650	1.390	1.44	7.11
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	2/05/24	prc diff	⇓ Δ21	∅-RS
	L	AES	16.710	8/12/24	0.30	17.440	-4.19	16.510	0.930	5.63	7.05
		IBM	189.480	8/12/24	-1.03	175.100	8.21	183.420	-8.320	-4.54	6.95
		Verizon	40.530	8/12/24	-0.54	41.740	-2.90	41.380	0.360	0.87	6.94
		Visa	259.890	8/12/24	0.05	263.240	-1.27	275.580	-12.340	-4.48	5.92
		Home Depot	345.810	8/12/24	-0.81	336.190	2.86	355.140	-18.950	-5.34	5.89
	L	Coca-Cola	68.170	8/12/24	-0.74	63.280	7.73	60.040	3.240	5.40	5.27
		Edison International	82.410	8/12/24	0.52	71.190	15.76	65.560	5.630	8.59	4.14
	L	Sempra	78.990	8/12/24	0.74	74.970	5.36	70.050	4.920	7.02	3.72
		Expeditors Wash	119.110	8/12/24	0.03	120.870	-1.46	124.570	-3.700	-2.97	3.52
		Dominion Resources	54.720	8/12/24	0.46	48.010	13.98	44.690	3.320	7.43	3.21
		Alaska Air Group	34.590	8/12/24	-0.26	40.090	-13.72	35.280	4.810	13.63	3.07
	L	C.H. Robinson	98.700	8/12/24	0.20	86.810	13.70	74.040	12.770	17.25	2.90
		FirstEnergy	42.200	8/12/24	0.55	38.310	10.15	36.220	2.090	5.77	2.36
	L	3M	123.360	8/12/24	-0.65	100.610	22.61	92.730	7.880	8.50	2.10
		Dow	52.220	8/12/24	-0.84	52.630	-0.78	53.160	-0.530	-1.00	2.08
		Atmos Energy	128.640	8/12/24	0.46	115.980	10.92	111.780	4.200	3.76	1.36
		Consolidated Edison	101.940	8/12/24	0.91	88.810	14.78	89.670	-0.860	-0.96	-0.07
	L	American Water	142.560	8/12/24	0.20	127.760	11.58	121.520	6.240	5.13	-0.28
		Chevron	145.020	8/12/24	0.02	156.520	-7.35	152.330	4.190	2.75	-1.57
	S	FedEx	279.150	8/12/24	0.63	298.680	-6.54	238.310	60.370	25.33	-1.79
		Norfolk Southern	237.180	8/12/24	-1.02	214.060	10.80	248.480	-34.420	-13.85	-1.82
		Southwest Airlines	25.380	8/12/24	0.20	28.110	-9.71	29.750	-1.640	-5.51	-1.88
	S	CSX	33.500	8/12/24	-1.47	33.590	-0.27	36.730	-3.140	-8.55	-2.31
		Landstar System	185.110	8/12/24	-1.04	183.400	0.93	192.660	-9.260	-4.81	-2.59
	S	Union Pacific	236.750	8/12/24	-0.32	224.860	5.29	246.640	-21.780	-8.83	-2.65
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	2/05/24	prc diff	⇓ Δ21	∅-RS
	S	UnitedHealth	565.290	8/12/24	1.17	494.650	14.28	502.960	-8.310	-1.65	-3.00
	S	salesforce.com	251.310	8/12/24	-0.48	256.210	-1.91	288.110	-31.900	-11.07	-5.37
		Nike	74.640	8/12/24	0.40	76.830	-2.85	99.680	-22.850	-22.92	-6.53
	S	Johnson & Johnson	159.880	8/12/24	-0.46	146.440	9.18	155.800	-9.360	-6.01	-7.04
		Exelon	36.900	8/12/24	-0.54	34.550	6.80	33.620	0.930	2.77	-7.81
	L	Xcel Energy	58.020	8/12/24	0.10	52.430	10.66	58.520	-6.090	-10.41	-8.41
	S	McDonald´s	269.460	8/12/24	0.58	249.990	7.79	285.970	-35.980	-12.58	-9.22
	S	Cisco Systems	44.860	8/12/24	-1.34	47.520	-5.60	49.510	-1.990	-4.02	-9.84
	S	Old Dominion FL	190.620	8/12/24	-1.35	178.700	6.67	207.220	-28.520	-13.76	-12.27
		Boeing	164.130	8/12/24	-2.25	186.700	-12.09	206.630	-19.930	-9.65	-12.42
	S	UPS	124.860	8/12/24	-0.76	135.950	-8.16	139.080	-3.130	-2.25	-12.75
	S	J.B. Hunt	162.770	8/12/24	-0.20	158.680	2.58	206.730	-48.050	-23.24	-15.32
	S	Intel	19.360	8/12/24	-1.78	30.840	-37.22	42.770	-11.930	-27.89	-17.91
	S	American Airlines	9.610	8/12/24	-2.54	11.040	-12.95	14.260	-3.220	-22.58	-18.40
	S	Walgreens Boots	10.200	8/12/24	-4.49	11.580	-11.92	22.160	-10.580	-47.74	-31.24
		Avis Budget	83.110	8/12/24	-4.43	101.280	-17.94	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

1/04/21	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	8/12/24	665		PG & E	100	25,011	14.160	18.230		4.070	29	455,963	15
accum	9/29/08	8/12/24	6053	days out of 7054 invested (86%)							4,460		455,963	26

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	8/12/24	665	14.16	18.23		4.07	28.74	40.94
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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