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

Assessment - Stand and Poor's 100 - 7/01/24 - RS = 38

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	10/09/23	prc diff	⇓ Δ38	∅-RS
		S&P 100	2,566.840	8/12/24	0.17	2,663.800	-3.64	2,040.970	622.830	30.52	19.22
		Broadcom	148.620	8/12/24	0.24	1,640.800	-90.94	855.880	784.920	91.71	75.87
	L	Qualcomm	162.890	8/12/24	-0.97	200.030	-18.57	111.800	88.230	78.92	62.20
		Eli Lilly	884.380	8/12/24	-0.82	914.370	-3.28	571.760	342.610	59.92	44.96
		Meta Platforms	515.950	8/12/24	-0.35	504.680	2.23	318.360	186.320	58.52	39.87
		Netflix	633.140	8/12/24	-0.13	673.610	-6.01	385.950	287.660	74.53	38.86
	L	Costco	863.570	8/12/24	1.01	845.670	2.12	558.970	286.700	51.29	37.47
	L	General Motors	42.990	8/12/24	-1.13	46.680	-7.90	30.990	15.690	50.63	30.39
	L	Alphabet C	163.950	8/12/24	-0.87	184.490	-11.13	139.500	44.990	32.25	26.86
		American Express	237.050	8/12/24	-0.34	233.810	1.39	148.820	84.990	57.11	24.48
	L	Bank of America	38.170	8/12/24	-0.29	40.010	-4.60	26.310	13.700	52.07	24.08
	L	Goldman Sachs	485.500	8/12/24	-0.97	463.660	4.71	312.610	151.050	48.32	24.06
	L	Oracle	132.580	8/12/24	0.39	143.090	-7.35	110.320	32.770	29.70	22.73
		Wells Fargo	52.060	8/12/24	-1.33	60.590	-14.08	39.700	20.890	52.62	22.22
		Amazon.com	166.800	8/12/24	-0.08	197.200	-15.42	128.260	68.940	53.75	21.83
	L	HP	33.780	8/12/24	0.72	34.970	-3.40	26.080	8.890	34.09	21.53
	L	Walmart	68.700	8/12/24	1.10	67.480	1.81	51.947	15.533	29.90	21.39
		Citigroup	57.840	8/12/24		63.430	-8.81	40.740	22.690	55.69	21.33
		Microsoft	406.810	8/12/24	0.19	456.730	-10.93	329.820	126.910	38.48	21.25
		AMD	136.770	8/12/24	1.86	157.690	-13.27	106.970	50.720	47.42	19.83
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	95.540	6.01	69.310	26.230	37.84	19.60
		JP Morgan Chase	206.190	8/12/24	0.19	205.450	0.36	144.770	60.680	41.91	18.62
	L	Apple	217.530	8/12/24	0.71	216.750	0.36	178.990	37.760	21.10	18.50
	L	Raytheon Tech	116.600	8/12/24	0.39	99.550	17.13	72.990	26.560	36.39	18.28
	L	eBay	55.810	8/12/24	-1.26	52.680	5.94	43.350	9.330	21.52	17.79
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	10/09/23	prc diff	⇓ Δ38	∅-RS
		BNY Mellon	63.270	8/12/24	-0.80	60.110	5.26	41.930	18.180	43.36	17.43
		General Dynamics	291.200	8/12/24	-0.61	287.870	1.16	238.480	49.390	20.71	17.42
	L	T-Mobile US	194.950	8/12/24	0.39	179.080	8.86	140.140	38.940	27.79	17.27
	L	Texas Instruments	192.060	8/12/24	-0.08	194.600	-1.31	156.720	37.880	24.17	16.11
		Freeport-McMoRan	41.560	8/12/24	1.24	48.410	-14.15	36.830	11.580	31.44	15.28
		Capital One	132.120	8/12/24	-1.56	139.700	-5.43	94.330	45.370	48.10	15.12
		Simon Property	153.100	8/12/24	-3.51	146.520	4.49	105.440	41.080	38.96	14.31
	L	Morgan Stanley	94.840	8/12/24	0.13	99.160	-4.36	79.910	19.250	24.09	12.20
	L	Amgen	320.000	8/12/24	-0.77	311.010	2.89	271.540	39.470	14.54	11.69
		AIG	71.610	8/12/24	-0.62	74.490	-3.87	61.090	13.400	21.93	11.59
		Merck (MSD)	113.480	8/12/24	-0.93	127.900	-11.27	104.500	23.400	22.39	11.58
		Caterpillar	336.030	8/12/24	-0.66	329.080	2.11	271.300	57.780	21.30	11.20
	L	Southern	87.200	8/12/24	0.46	77.000	13.25	65.910	11.090	16.83	10.63
	L	AT&T	19.430	8/12/24	-0.31	18.980	2.37	14.730	4.250	28.85	10.39
		AbbVie	190.180	8/12/24	0.13	170.370	11.63	149.110	21.260	14.26	9.65
		Berkshire Hathaway	430.390	8/12/24	-0.30	405.190	6.22	345.450	59.740	17.29	9.59
		Emerson Electric	103.070	8/12/24	-0.60	108.050	-4.61	95.870	12.180	12.70	9.13
	L	Procter & Gamble	166.810	8/12/24	-2.19	162.720	2.51	143.360	19.360	13.50	8.63
		Linde	446.780	8/12/24	-0.05	428.940	4.16	373.730	55.210	14.77	8.21
	L	Philip Morris	116.090	8/12/24	0.07	101.250	14.66	92.310	8.940	9.68	8.21
	L	Honeywell	196.790	8/12/24	-0.73	210.950	-6.71	186.520	24.430	13.10	7.95
	L	AEP	97.140	8/12/24	-0.40	87.280	11.30	73.660	13.620	18.49	7.82
		Walt Disney	85.950	8/12/24	-0.30	98.040	-12.33	84.700	13.340	15.75	7.11
		IBM	189.480	8/12/24	-1.03	175.100	8.21	142.200	32.900	23.14	6.95
		Verizon	40.530	8/12/24	-0.54	41.740	-2.90	31.450	10.290	32.72	6.94
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	10/09/23	prc diff	⇓ Δ38	∅-RS
		Thermo Fisher	599.070	8/12/24	0.48	541.720	10.59	496.130	45.590	9.19	6.69
		Target	135.020	8/12/24	-0.35	145.740	-7.36	105.760	39.980	37.80	6.41
	L	Fox A	38.830	8/12/24	-1.27	34.120	13.80	30.980	3.140	10.14	6.22
		MetLife	69.850	8/12/24	-0.40	69.880	-0.04	61.900	7.980	12.89	5.97
		Visa	259.890	8/12/24	0.05	263.240	-1.27	234.440	28.800	12.28	5.92
		Home Depot	345.810	8/12/24	-0.81	336.190	2.86	295.360	40.830	13.82	5.89
		Mastercard	455.690	8/12/24	-0.24	437.610	4.13	394.740	42.870	10.86	5.80
	L	Coca-Cola	68.170	8/12/24	-0.74	63.280	7.73	52.880	10.400	19.67	5.27
	L	Altria	50.310	8/12/24	-0.24	46.030	9.30	42.700	3.330	7.80	4.72
		Lowe´s	231.070	8/12/24	-2.02	213.560	8.20	200.740	12.820	6.39	3.11
		Lockheed Martin	556.910	8/12/24	0.97	466.440	19.40	436.530	29.910	6.85	2.61
		U.S. Bancorp	41.470	8/12/24	-1.43	39.240	5.68	32.010	7.230	22.59	2.11
	L	3M	123.360	8/12/24	-0.65	100.610	22.61	89.050	11.560	12.98	2.10
		Dow	52.220	8/12/24	-0.84	52.630	-0.78	50.810	1.820	3.58	2.08
		Exxon Mobil	119.000	8/12/24	0.13	114.960	3.51	110.920	4.040	3.64	0.00
		Chevron	145.020	8/12/24	0.02	156.520	-7.35	166.720	-10.200	-6.12	-1.57
	S	FedEx	279.150	8/12/24	0.63	298.680	-6.54	255.720	42.960	16.80	-1.79
		Norfolk Southern	237.180	8/12/24	-1.02	214.060	10.80	195.750	18.310	9.35	-1.82
	S	Medtronic	81.190	8/12/24	-1.04	77.120	5.28	75.130	1.990	2.65	-2.42
	S	Ford Motor	9.860	8/12/24	-2.38	12.760	-22.73	12.070	0.690	5.72	-2.45
		Abbott Labs	107.800	8/12/24	-0.84	103.200	4.46	96.760	6.440	6.66	-2.50
	S	Union Pacific	236.750	8/12/24	-0.32	224.860	5.29	204.300	20.560	10.06	-2.65
	S	UnitedHealth	565.290	8/12/24	1.17	494.650	14.28	526.510	-31.860	-6.05	-3.00
		Devon Energy	45.330	8/12/24	0.91	47.730	-5.03	46.100	1.630	3.54	-3.65
		PepsiCo	171.420	8/12/24	-0.56	162.890	5.24	161.360	1.530	0.95	-3.82
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	10/09/23	prc diff	⇓ Δ38	∅-RS
	S	ConocoPhilips	110.030	8/12/24	2.04	114.360	-3.79	121.820	-7.460	-6.12	-5.88
		Nike	74.640	8/12/24	0.40	76.830	-2.85	96.880	-20.050	-20.70	-6.53
	L	Biogen	201.040	8/12/24	-0.48	231.770	-13.26	264.210	-32.440	-12.28	-6.55
	S	Mondelez	69.280	8/12/24	-0.63	65.240	6.19	63.770	1.470	2.31	-6.56
	S	Johnson & Johnson	159.880	8/12/24	-0.46	146.440	9.18	158.540	-12.100	-7.63	-7.04
		Exelon	36.900	8/12/24	-0.54	34.550	6.80	38.700	-4.150	-10.72	-7.81
	S	McDonald´s	269.460	8/12/24	0.58	249.990	7.79	249.920	0.070	0.03	-9.22
	S	Cisco Systems	44.860	8/12/24	-1.34	47.520	-5.60	53.920	-6.400	-11.87	-9.84
	S	Halliburton	31.380	8/12/24	1.23	33.430	-6.13	41.310	-7.880	-19.08	-10.63
	L	Pfizer	28.450	8/12/24	-0.35	28.220	0.82	33.200	-4.980	-15.00	-11.15
		Tesla Motors	197.490	8/12/24	-1.26	209.860	-5.89	259.670	-49.810	-19.18	-12.07
	S	Comcast	38.530	8/12/24	-1.41	38.170	0.94	44.090	-5.920	-13.43	-12.28
	S	Accenture	313.960	8/12/24	-0.59	302.550	3.77	312.010	-9.460	-3.03	-12.35
		Boeing	164.130	8/12/24	-2.25	186.700	-12.09	188.490	-1.790	-0.95	-12.42
		Starbucks	77.030	8/12/24	2.58	77.130	-0.13	92.680	-15.550	-16.78	-12.62
	S	UPS	124.860	8/12/24	-0.76	135.950	-8.16	154.340	-18.390	-11.92	-12.75
	S	CVS Health	55.810	8/12/24	-2.28	58.150	-4.02	71.250	-13.100	-18.39	-12.94
	S	Baxter	36.930	8/12/24	-0.59	33.060	11.71	36.490	-3.430	-9.40	-13.00
	S	Gilead Sciences	72.990	8/12/24	-0.91	68.640	6.34	75.060	-6.420	-8.55	-13.94
	S	Intel	19.360	8/12/24	-1.78	30.840	-37.22	36.060	-5.220	-14.48	-17.91
	S	Bristol-Myers	47.060	8/12/24	0.73	41.300	13.95	56.610	-15.310	-27.04	-22.23
	S	Walgreens Boots	10.200	8/12/24	-4.49	11.580	-11.92	22.270	-10.690	-48.00	-31.24
S&P 100 - 96 out of 96 instruments rated - 7/01/24 / 10/09/23 - 74 did rise, Market-Ratio(38) = 77.08 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/04/21	scale up chart	7/01/24

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		1/28/25	421		- cash -
accum	2/11/08	12/04/23	1666	days out of 6966 invested (24%)							-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