Share-o-matic - Assessment S&P 100 (Stand and Poor's 100)

Assessment - Stand and Poor's 100 - 4/29/24 - RS = 38

		⇓instrument	freshest		⇓ Δday	4/29/24	⇓ Δwk	8/07/23	prc diff	⇓ Δ38	∅-RS
		S&P 100	2,388.240	18:35	0.10	2,423.930	-1.47	2,108.310	315.620	14.97	12.70
		Broadcom	1,300.270	Tue	-2.86	1,338.620	-2.86	897.060	441.560	49.22	40.86
	L	American Express	234.030	Tue	-2.05	238.920	-2.05	166.960	71.960	43.10	36.95
	L	Freeport-McMoRan	52.410	Mon	3.78	52.410		42.290	10.120	23.93	33.60
	L	Qualcomm	169.200	Mon	2.14	169.200		119.340	49.860	41.78	32.16
	L	Wells Fargo	59.800	Mon	-0.18	59.800		45.060	14.740	32.71	32.05
	L	General Motors	46.040	Mon	0.44	46.040		37.090	8.950	24.13	31.41
		Eli Lilly	737.200	Mon	0.50	737.200		454.080	283.120	62.35	31.20
	L	Citigroup	62.260	Mon	-0.64	62.260		45.830	16.430	35.85	30.48
		Meta Platforms	432.620	Mon	-2.41	432.620		316.560	116.060	36.66	30.17
		Caterpillar	334.570	Tue	-4.35	349.800	-4.35	281.650	68.150	24.20	28.60
		Capital One	145.500	Mon	-0.49	145.500		115.270	30.230	26.23	28.17
		AMD	160.200	Mon	1.78	160.200		116.810	43.390	37.15	27.85
		Amazon.com	180.960	Mon	0.75	180.960		142.220	38.740	27.24	27.79
		Alphabet C	167.900	Mon	-3.33	167.900		131.940	35.960	27.25	25.14
		Netflix	559.490	Mon	-0.31	559.490		440.760	118.730	26.94	23.55
	L	Goldman Sachs	426.710	Tue	-0.95	430.810	-0.95	355.560	75.250	21.16	23.47
		JP Morgan Chase	191.740	Tue	-0.80	193.280	-0.80	156.760	36.520	23.30	23.21
	L	Bank of America	37.550	Mon	-0.74	37.550		31.880	5.670	17.79	22.70
		Costco	726.330	Mon	-0.39	726.330		558.410	167.920	30.07	22.01
	L	Target	163.730	Mon	-0.61	163.730		131.940	31.790	24.09	21.17
	L	BNY Mellon	57.330	Mon	0.02	57.330		46.330	11.000	23.74	21.05
	L	General Dynamics	287.790	Mon	1.19	287.790		227.190	60.600	26.67	20.21
		AIG	75.740	Mon	1.62	75.740		61.910	13.830	22.34	20.06
		Walt Disney	111.100	Tue	-0.87	112.080	-0.87	86.830	25.250	29.08	20.03
		⇓instrument	freshest		⇓ Δday	4/29/24	⇓ Δwk	8/07/23	prc diff	⇓ Δ38	∅-RS
	L	eBay	52.750	Mon	1.40	52.750		43.850	8.900	20.30	19.09
	L	Raytheon Tech	102.440	Mon	1.02	102.440		85.470	16.970	19.85	17.13
		Simon Property	144.830	Mon	1.74	144.830		119.660	25.170	21.03	17.04
		Emerson Electric	109.760	Mon	-0.12	109.760		97.220	12.540	12.90	16.12
	L	Merck (MSD)	129.220	Tue	-0.69	130.120	-0.69	106.090	24.030	22.65	15.70
	L	Colgate-Palmolive	90.490	Mon	-0.57	90.490		76.900	13.590	17.67	15.26
	L	ConocoPhilips	130.220	Mon	-0.02	130.220		114.480	15.740	13.75	14.44
		MetLife	71.700	Mon	1.82	71.700		64.180	7.520	11.72	14.08
		Microsoft	389.330	Tue	-3.21	402.250	-3.21	330.110	72.140	21.85	12.73
		U.S. Bancorp	41.290	Mon	0.41	41.290		40.120	1.170	2.92	12.10
		Linde	445.070	Mon	0.43	445.070		384.970	60.100	15.61	11.93
		Walmart	59.350	Tue	-1.48	60.240	-1.48	53.497	6.743	12.61	11.76
	L	Devon Energy	53.080	Mon	0.70	53.080		50.810	2.270	4.47	11.72
	L	Exxon Mobil	119.640	Mon	1.42	119.640		107.200	12.440	11.60	11.59
		T-Mobile US	164.250	Mon	0.18	164.250		136.650	27.600	20.20	11.33
		Berkshire Hathaway	400.960	Mon	-0.28	400.960		362.580	38.380	10.59	11.17
		Mastercard	457.100	Mon	-1.15	457.100		396.870	60.230	15.18	10.56
		Verizon	39.490	Tue	-1.50	40.090	-1.50	32.530	7.560	23.24	10.08
		IBM	166.200	Tue	-0.73	167.430	-0.73	146.180	21.250	14.54	9.86
	L	Thermo Fisher	576.890	Mon	0.57	576.890		551.790	25.100	4.55	9.66
		Visa	268.610	Tue	-1.19	271.840	-1.19	241.510	30.330	12.56	8.80
		Union Pacific	237.160	Tue	-1.57	240.950	-1.57	229.700	11.250	4.90	8.63
		Norfolk Southern	230.320	Tue	-4.61	241.440	-4.61	224.280	17.160	7.65	8.46
	L	Texas Instruments	179.290	Mon	1.02	179.290		168.960	10.330	6.11	8.41
	L	Morgan Stanley	92.110	Mon	0.14	92.110		89.080	3.030	3.40	8.35
		⇓instrument	freshest		⇓ Δday	4/29/24	⇓ Δwk	8/07/23	prc diff	⇓ Δ38	∅-RS
	L	Dow	56.900	Tue	-1.56	57.800	-1.56	55.520	2.280	4.11	8.22
	L	AT&T	17.020	Mon	1.61	17.020		14.010	3.010	21.48	7.20
	L	Chevron	161.270	Tue	-3.04	166.330	-3.04	159.890	6.440	4.03	7.17
	L	Southern	73.500	Tue	-1.20	74.390	-1.20	68.020	6.370	9.36	7.05
	L	AEP	86.030	Tue	-0.74	86.670	-0.74	80.880	5.790	7.16	6.86
	L	Halliburton	38.880	Mon	0.88	38.880		39.590	-0.710	-1.79	6.76
	L	FedEx	261.780	Tue	-1.53	265.860	-1.53	264.360	1.500	0.57	6.31
		Lowe´s	230.940	Mon	0.47	230.940		223.300	7.640	3.42	6.26
		AbbVie	161.520	Mon	1.19	161.520		150.330	11.190	7.44	6.17
	L	Procter & Gamble	163.200	Tue	0.95	161.660	0.95	156.920	4.740	3.02	6.15
		Amgen	273.940	Tue	-0.88	276.380	-0.88	252.940	23.440	9.27	5.89
	L	Ford Motor	12.750	Mon	-0.31	12.750		12.940	-0.190	-1.47	5.10
	L	Lockheed Martin	467.550	Mon	1.36	467.550		449.780	17.770	3.95	4.86
	L	Coca-Cola	61.770	Tue	-0.44	62.040	-0.44	61.190	0.850	1.39	4.43
		Home Depot	334.220	Tue	-0.77	336.800	-0.77	329.170	7.630	2.32	3.97
		Oracle	116.490	Mon	-0.61	116.490		116.100	0.390	0.34	3.49
	L	Altria	43.820	Mon	1.01	43.820		44.120	-0.300	-0.68	2.54
		Philip Morris	95.600	Mon	0.61	95.600		97.210	-1.610	-1.66	2.20
		Baxter	40.640	Mon	1.27	40.640		43.540	-2.900	-6.66	1.41
	L	PepsiCo	176.140	Mon	0.32	176.140		186.890	-10.750	-5.75	1.07
		Abbott Labs	107.270	Mon	-0.24	107.270		108.450	-1.180	-1.09	0.87
	L	Fox A	31.570	Mon	1.15	31.570		33.080	-1.510	-4.56	0.71
		Mondelez	71.830	Mon	1.73	71.830		74.260	-2.430	-3.27	0.41
	S	Honeywell	192.730	Tue	-0.54	193.770	-0.54	189.600	4.170	2.20	-1.02
	S	Medtronic	80.860	Mon	1.40	80.860		84.720	-3.860	-4.56	-1.96
		⇓instrument	freshest		⇓ Δday	4/29/24	⇓ Δwk	8/07/23	prc diff	⇓ Δ38	∅-RS
	L	Exelon	37.580	Tue	-0.37	37.720	-0.37	39.970	-2.250	-5.63	-2.26
	S	UnitedHealth	483.700	Tue	-1.09	489.030	-1.09	510.740	-21.710	-4.25	-2.72
	S	McDonald´s	273.040	Tue	-0.19	273.550	-0.19	291.400	-17.850	-6.13	-3.34
	S	HP	27.705	18:35	-1.37	28.270	-2.00	32.750	-4.480	-13.68	-3.83
	S	Apple	170.330	Tue	-1.83	173.500	-1.83	178.850	-5.350	-2.99	-4.29
	S	Cisco Systems	46.980	Tue	-1.67	47.780	-1.67	53.010	-5.230	-9.87	-6.13
	S	CVS Health	67.450	Mon	0.40	67.450		73.910	-6.460	-8.74	-6.38
	S	Accenture	303.160	Mon	-1.57	303.160		315.870	-12.710	-4.02	-6.48
	S	3M	96.510	Tue	4.72	92.160	4.72	105.230	-13.070	-12.42	-6.63
		UPS	147.480	Tue	-0.72	148.550	-0.72	182.150	-33.600	-18.45	-6.90
	S	Johnson & Johnson	144.590	Tue	-1.52	146.820	-1.52	173.100	-26.280	-15.18	-7.38
	S	Starbucks	88.330	Mon	0.09	88.330		101.740	-13.410	-13.18	-8.62
	S	Comcast	38.850	Mon	0.73	38.850		45.450	-6.600	-14.52	-9.15
		Tesla Motors	194.050	Mon	15.31	194.050		251.450	-57.400	-22.83	-9.73
	S	Nike	92.260	Tue	-1.91	94.060	-1.91	110.480	-16.420	-14.86	-9.92
	S	Gilead Sciences	65.940	Mon	0.79	65.940		80.670	-14.730	-18.26	-13.88
		Biogen	215.500	Mon	3.16	215.500		271.230	-55.730	-20.55	-14.62
	S	Boeing	167.840	Tue	-3.26	173.490	-3.26	238.250	-64.760	-27.18	-16.41
	S	Intel	30.470	Tue	-2.84	31.360	-2.84	35.230	-3.870	-10.98	-16.64
	L	Pfizer	25.640	Mon	0.94	25.640		35.680	-10.040	-28.14	-18.89
		Bristol-Myers	44.640	Mon	-0.47	44.640		60.470	-15.830	-26.18	-20.14
	S	Walgreens Boots	17.730	Tue	-1.61	18.020	-1.61	29.880	-11.860	-39.69	-24.85
S&P 100 - 96 out of 96 instruments rated - 4/29/24 / 8/07/23 - 64 did rise, Market-Ratio(38) = 66.67 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	S&P 100 RS = 38 - B/S = 37/56

1/06/20	scale up chart	4/29/24

Transactions Stand and Poor's 100 * S38 - 37/56 (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		2/11/08	770		- cash -
short	2/11/08	5/19/08	98		Citigroup	100	38	258.100	229.900	289.759	31.659	12	11,203	54
5/19/08		6/16/08	28		- cash -
	6/16/08	7/20/09	399		AIG	100	16	680.200	13.460	34,373.851	33,693.651	4,953	550,301	3,518
7/20/09		8/30/10	406		- cash -
	8/30/10	10/18/10	49		Bank of America	100	44,667	12.320	12.340	12.300	-0.020	0	549,408	-1
10/18/10		8/08/11	294		- cash -
	8/08/11	1/02/12	147		Bank of America	100	84,394	6.510	5.800	7.307	0.797	12	616,662	33
1/02/12		8/24/15	1330		- cash -
	8/24/15	11/02/15	70		Devon Energy	100	16,193	38.080	43.130	33.030	-5.050	-13	534,887	-52
11/02/15		12/14/15	42		- cash -
	12/14/15	5/16/16	154		Kinder Morgan	100	33,430	16.000	17.220	14.780	-1.220	-8	494,102	-17
5/16/16		10/15/18	882		- cash -
	10/15/18	2/18/19	126		Ford Motor	100	56,084	8.810	8.540	9.089	0.278	3	509,722	9
2/18/19		3/09/20	385		- cash -
	3/09/20	11/16/20	252		Occidental Pet	100	40,745	12.510	12.700	12.320	-0.190	-2	501,980	-2
11/16/20		5/09/22	539		- cash -
	5/09/22	2/06/23	273		Netflix	100	2,899	173.100	361.480	0.000	-173.100	-100	163	-100
2/06/23		5/08/23	91		- cash -
	5/08/23	6/12/23	35		U.S. Bancorp	100	5	29.740	32.160	27.320	-2.420	-8	151	-59
6/12/23		10/02/23	112		- cash -
	10/02/23	12/04/23	63		NextEra Energy	100	2	52.150	58.670	45.630	-6.520	-13	138	-54
12/04/23		5/01/24	149		- cash -
accum	2/11/08	12/04/23	1666	days out of 6694 invested (25%)							-99		138	-61

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
AIG	short	6/16/08	7/20/09	399	680.20	13.46	34,373.85	33,693.65	4,953.49	4,953.49
Citigroup		2/11/08	5/19/08	98	258.10	229.90	289.76	31.66	12.27	12.27
Bank of America		8/30/10	10/18/10	49	12.32	12.34	12.30	-0.02	-0.16
		8/08/11	1/02/12	147	6.51	5.80	7.31	0.80	12.24	12.06
Ford Motor		10/15/18	2/18/19	126	8.81	8.54	9.09	0.28	3.16	3.16
Occidental Pet		3/09/20	11/16/20	252	12.51	12.70	12.32	-0.19	-1.52	-1.52
Kinder Morgan		12/14/15	5/16/16	154	16.00	17.22	14.78	-1.22	-7.63	-7.63
U.S. Bancorp		5/08/23	6/12/23	35	29.74	32.16	27.32	-2.42	-8.14	-8.14
NextEra Energy		10/02/23	12/04/23	63	52.15	58.67	45.63	-6.52	-12.50	-12.50
Devon Energy		8/24/15	11/02/15	70	38.08	43.13	33.03	-5.05	-13.26	-13.26
Netflix		5/09/22	2/06/23	273	173.10	361.48	0.00	-173.10	-100.00	-100.00

Annotations

2/26/24	Walmart	stock split 1:3 (three for one)
8/25/22	Tesla Motors	stock split 1:3 (three for one)
7/18/22	Alphabet C	stock split 1:20 (twenty for one)
6/06/22	Amazon.com	stock split 1:20 (twenty for one)
4/03/20	Raytheon Tech	spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger
6/19/18	S&P 100	removal of Monsanto (Bayer) and Time Warner (AT&T) due to acquisitions
9/01/17	S&P 100	Charter Communications replaces DuPont
2/21/17	Comcast	split 1:2 (two for one)
12/17/16	S&P 100	index components adjustment in: Danaher, Duke Energy and NextEra Energy out: Anadarko Petroleum, Devon Energy and Norfolk Southern
9/07/16	S&P 100	Kraft Heinz replaces EMC²
12/24/15	Nike	stock split 1:2 (two for one)
11/02/15	S&P 100	BlackRock replaces HP
	Hewlett-Packard	forward stock split 1000:2202 (two thousand two hundred and two for one thousand)
	Hewlett-Packard	spin-off of HP Enterprise
9/01/15	S&P 100	complete analysis
7/20/15	S&P 100	PayPal replaces eBay
	eBay	spin-off of PayPal ratio 2790 : 3839
7/14/15	Netflix	forward stock split 1:7 (seven for one)
6/30/15	S&P 100	Priceline replaces Baxter
	Baxter	drops out of S&P 100
4/09/15	Starbucks	forward stock split 1:2 (two for one)
3/20/15	S&P 100	Actavis, Celgene and Kinder Morgan replace Apache, Freeport-McMoRan and National Oilwell Varco
3/19/15	Visa	forward stock split 1:4 (four for one)
5/01/13	T-Mobile US	reverse split 2:1 (one for two) and special dividend 4,06


	is taking down something concerning