Share-o-matic - Portfolio

Thu, Sep 18th, 2025, 8:08UTC

Assessment - Dow Jones Composite Average in Euro - 7/01/24 - RS = 14

		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	3/25/24	prc diff	⇓ Δ14	⇓∅-RS
		DJCA	11,781.246	8/12/24	-0.32	11,604.389	1.52	11,567.503	36.886	0.32	5.40
	L	3M	115.008	8/12/24	-0.65	93.798	22.61	96.726	-2.927	-3.03	3.12
	L	AES	15.579	8/12/24	0.30	16.259	-4.19	15.177	1.082	7.13	0.08
		Alaska Air Group	32.248	8/12/24	-0.26	37.376	-13.72	36.609	0.767	2.09	1.57
	S	American Airlines	8.959	8/12/24	-2.54	10.293	-12.95	13.765	-3.473	-25.23	-20.05
	L	AEP	90.563	8/12/24	-0.40	81.371	11.30	76.456	4.915	6.43	8.11
		American Express	221.001	8/12/24	-0.34	217.980	1.39	208.536	9.444	4.53	27.96
	L	American Water	132.908	8/12/24	0.20	119.110	11.58	108.074	11.037	10.21	0.07
	L	Amgen	298.335	8/12/24	-0.77	289.954	2.89	259.085	30.868	11.91	14.97
	L	Apple	202.802	8/12/24	0.71	202.075	0.36	157.627	44.449	28.20	19.24
		Atmos Energy	119.931	8/12/24	0.46	108.128	10.92	107.114	1.014	0.95	1.98
		Avis Budget	77.483	8/12/24	-4.43	94.423	-17.94	109.301	-14.878	-13.61	-33.88
		Boeing	153.018	8/12/24	-2.25	174.060	-12.09	176.595	-2.536	-1.44	-7.20
		Caterpillar	313.280	8/12/24	-0.66	306.800	2.11	328.400	-21.600	-6.58	13.92
	L	C.H. Robinson	92.018	8/12/24	0.20	80.933	13.70	69.029	11.904	17.24	5.18
		Chevron	135.202	8/12/24	0.02	145.923	-7.35	144.360	1.563	1.08	1.55
	S	Cisco Systems	41.823	8/12/24	-1.34	44.303	-5.60	45.835	-1.532	-3.34	-5.13
	L	Coca-Cola	63.555	8/12/24	-0.74	58.996	7.73	55.725	3.271	5.87	7.28
		Consolidated Edison	95.038	8/12/24	0.91	82.797	14.78	81.650	1.147	1.40	-1.19
	S	CSX	31.232	8/12/24	-1.47	31.316	-0.27	33.989	-2.673	-7.86	1.54
		Delta Air Lines	36.416	8/12/24	-0.61	43.743	-16.75	41.905	1.839	4.39	12.96
		Walt Disney	80.131	8/12/24	-0.30	91.402	-12.33	110.122	-18.720	-17.00	4.16
		Dominion Resources	51.015	8/12/24	0.46	44.760	13.98	44.516	0.244	0.55	1.19
		Dow	48.685	8/12/24	-0.84	49.067	-0.78	52.948	-3.881	-7.33	-1.94
	L	Duke Energy	105.694	8/12/24	0.62	92.624	14.11	87.500	5.124	5.86	6.86
		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	3/25/24	prc diff	⇓ Δ14	⇓∅-RS
		Edison International	76.831	8/12/24	0.52	66.370	15.76	63.872	2.498	3.91	4.51
		Exelon	34.402	8/12/24	-0.54	32.211	6.80	33.998	-1.787	-5.26	-8.35
		Expeditors Wash	111.046	8/12/24	0.03	112.687	-1.46	110.768	1.919	1.73	1.93
	S	FedEx	260.251	8/12/24	0.63	278.458	-6.54	260.700	17.758	6.81	18.20
		FirstEnergy	39.343	8/12/24	0.55	35.716	10.15	35.391	0.325	0.92	3.48
	L	Goldman Sachs	452.630	8/12/24	-0.97	432.269	4.71	373.599	58.670	15.70	28.24
		Home Depot	322.397	8/12/24	-0.81	313.429	2.86	353.827	-40.399	-11.42	2.43
	L	Honeywell	183.467	8/12/24	-0.73	196.668	-6.71	183.118	13.550	7.40	8.29
		IBM	176.652	8/12/24	-1.03	163.245	8.21	174.178	-10.933	-6.28	11.03
	S	Intel	18.049	8/12/24	-1.78	28.752	-37.22	38.592	-9.840	-25.50	-17.28
	S	J.B. Hunt	151.750	8/12/24	-0.20	147.937	2.58	177.140	-29.203	-16.49	-14.01
	S	Johnson & Johnson	149.056	8/12/24	-0.46	136.526	9.18	143.206	-6.681	-4.67	-5.70
		JP Morgan Chase	192.230	8/12/24	0.19	191.540	0.36	179.741	11.799	6.56	25.36
	L	Kirby	108.622	8/12/24	-0.14	112.855	-3.75	85.313	27.541	32.28	42.45
		Landstar System	172.577	8/12/24	-1.04	170.983	0.93	169.224	1.759	1.04	-0.05
		Matson	121.320	8/12/24	0.73	120.341	0.81	101.256	19.085	18.85	30.47
	S	McDonald´s	251.217	8/12/24	0.58	233.065	7.79	257.056	-23.991	-9.33	-9.46
		Merck (MSD)	105.797	8/12/24	-0.93	119.241	-11.27	115.611	3.629	3.14	12.61
		Microsoft	379.268	8/12/24	0.19	425.808	-10.93	390.132	35.676	9.14	24.01
	L	NextEra Energy	72.328	8/12/24	0.15	65.168	10.99	57.764	7.403	12.82	11.73
		Nike	69.587	8/12/24	0.40	71.628	-2.85	86.494	-14.866	-17.19	-23.50
		Norfolk Southern	221.122	8/12/24	-1.02	199.567	10.80	228.833	-29.266	-12.79	-4.02
	S	Old Dominion FL	177.714	8/12/24	-1.35	166.601	6.67	200.680	-34.079	-16.98	-9.18
	L	Procter & Gamble	155.516	8/12/24	-2.19	151.703	2.51	147.792	3.912	2.65	6.26
	L	PSEG	75.059	8/12/24	0.81	68.645	9.34	60.264	8.381	13.91	17.59
		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	3/25/24	prc diff	⇓ Δ14	⇓∅-RS
		Ryder System	122.914	8/12/24	-1.29	114.383	7.46	106.099	8.284	7.81	15.40
	S	salesforce.com	234.295	8/12/24	-0.48	238.864	-1.91	282.372	-43.508	-15.41	5.92
	L	Sempra	73.642	8/12/24	0.74	69.894	5.36	64.241	5.653	8.80	4.79
	L	Southern	81.296	8/12/24	0.46	71.787	13.25	64.361	7.426	11.54	10.47
		Southwest Airlines	23.662	8/12/24	0.20	26.207	-9.71	26.303	-0.097	-0.37	-3.05
		Travelers Companies	195.531	8/12/24	-1.29	189.228	3.33	208.075	-18.846	-9.06	8.72
		Uber Technologies	64.571	8/12/24	1.05	66.286	-2.59	73.264	-6.978	-9.52	27.20
	S	Union Pacific	220.721	8/12/24	-0.32	209.636	5.29	224.977	-15.341	-6.82	-0.41
		United Airlines	37.683	8/12/24	-2.51	45.058	-16.37	41.416	3.642	8.79	8.12
	S	UnitedHealth	527.018	8/12/24	1.17	461.161	14.28	448.274	12.886	2.87	-1.17
	S	UPS	116.407	8/12/24	-0.76	126.746	-8.16	144.452	-17.706	-12.26	-11.49
		Verizon	37.786	8/12/24	-0.54	38.914	-2.90	37.707	1.207	3.20	13.95
		Visa	242.295	8/12/24	0.05	245.418	-1.27	259.445	-14.027	-5.41	3.39
	S	Walgreens Boots	9.509	8/12/24	-4.49	10.796	-11.92	19.033	-8.237	-43.28	-46.23
	L	Walmart	64.049	8/12/24	1.10	62.911	1.81	55.882	7.029	12.58	22.03
	L	Xcel Energy	54.092	8/12/24	0.10	48.880	10.66	48.418	0.462	0.95	-8.70
DJCA - 65 out of 65 instruments rated - 7/01/24 / 3/25/24 - 38 did rise, Market-Ratio(14) in EUR = 58.46 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJCA RS = 14 - B/S = 40/40

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

Transactions Dow Jones Composite Average in Euro * L14 - 40 ex 3 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	1/02/06	4/17/06	105		salesforce.com	100	1,383	7.225	6.770	-0.455	-6	9,370	-20
	4/17/06	5/01/06	14		Expeditors Wash	100	253	36.988	33.947	-3.041	-8	8,601	-89
	5/01/06	6/05/06	35		Kirby	100	289	29.747	28.230	-1.517	-5	8,163	-42
6/05/06		6/12/06	7		- cash -
	6/12/06	8/07/06	56		Expeditors Wash	100	221	36.815	31.674	-5.141	-14	7,026	-62
	8/07/06	10/09/06	63		Merck (MSD)	100	221	31.720	33.220	1.499	5	7,358	31
	10/09/06	10/30/06	21		salesforce.com	100	920	7.995	7.806	-0.190	-2	7,183	-34
	10/30/06	11/06/06	7		American Airlines	100	178	40.248	39.376	-0.872	-2	7,028	-68
	11/06/06	11/20/06	14		salesforce.com	100	850	8.259	8.094	-0.166	-2	6,887	-41
	11/20/06	1/29/07	70		American Airlines	100	147	46.656	42.138	-4.517	-10	6,223	-41
	1/29/07	2/26/07	28		United Airlines	100	178	34.861	32.016	-2.845	-8	5,716	-67
	2/26/07	3/26/07	28		salesforce.com	100	641	8.905	8.096	-0.809	-9	5,198	-71
	3/26/07	5/07/07	42		NextEra Energy	100	444	11.689	11.742	0.053	0	5,222	4
	5/07/07	7/30/07	84		Apple	100	1,912	2.730	3.704	0.974	36	7,084	276
7/30/07		8/06/07	7		- cash -
	8/06/07	8/20/07	14		Apple	100	2,020	3.507	3.239	-0.267	-8	6,544	-87
8/20/07		9/17/07	28		- cash -
	9/17/07	1/14/08	119		Apple	100	1,836	3.563	4.321	0.758	21	7,936	81
1/14/08		4/21/08	98		- cash -
	4/21/08	6/30/08	70		CSX	100	1,863	4.258	4.419	0.161	4	8,236	21
6/30/08		7/07/08	7		- cash -
	7/07/08	7/14/08	7		salesforce.com	100	770	10.685	9.783	-0.902	-8	7,541	-99
7/14/08		2/02/09	203		- cash -
	2/02/09	2/09/09	7		Alaska Air Group	100	1,430	5.273	5.548	0.275	5	7,935	1,317
2/09/09		4/27/09	77		- cash -
	4/27/09	5/10/10	378		Avis Budget	100	4,909	1.616	9.807	8.191	507	48,146	470
	5/10/10	6/07/10	28		United Airlines	100	3,165	15.208	16.964	1.755	12	53,702	315
6/07/10		6/14/10	7		- cash -
	6/14/10	6/28/10	14		United Airlines	100	2,839	18.915	16.823	-2.092	-11	47,762	-95
6/28/10		7/26/10	28		- cash -
	7/26/10	8/02/10	7		United Airlines	100	2,542	18.787	18.518	-0.269	-1	47,080	-53
8/02/10		8/09/10	7		- cash -
	8/09/10	8/23/10	14		United Airlines	100	2,691	17.491	16.105	-1.386	-8	43,351	-88
8/23/10		8/30/10	7		- cash -
	8/30/10	12/13/10	105		United Airlines	100	2,671	16.227	19.046	2.819	17	50,881	75
	12/13/10	2/28/11	77		salesforce.com	100	1,870	27.196	24.044	-3.153	-12	44,985	-44
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
	2/28/11	5/23/11	84		Caterpillar	100	601	74.842	71.987	-2.855	-4	43,270	-16
	5/23/11	8/01/11	70		UnitedHealth	100	1,245	34.732	33.356	-1.376	-4	41,557	-19
	8/01/11	8/08/11	7		Kirby	100	1,007	41.255	33.319	-7.935	-19	33,566	-100
8/08/11		9/19/11	42		- cash -
	9/19/11	9/26/11	7		Apple	100	3,148	10.660	10.661	0.001	0	33,570	1
9/26/11		10/24/11	28		- cash -
	10/24/11	1/23/12	91		Visa	100	1,979	16.958	19.263	2.306	14	38,133	67
	1/23/12	2/06/12	14		Home Depot	100	1,098	34.721	34.370	-0.351	-1	37,748	-23
	2/06/12	2/20/12	14		American Airlines	100	5,425	6.958	5.999	-0.959	-14	32,548	-98
	2/20/12	6/04/12	105		Apple	100	2,328	13.981	16.224	2.243	16	37,770	68
6/04/12		6/11/12	7		- cash -
	6/11/12	11/12/12	154		American Airlines	100	4,170	9.057	9.668	0.611	7	40,318	17
11/12/12		12/03/12	21		- cash -
	12/03/12	2/04/13	63		American Airlines	100	4,135	9.749	10.256	0.507	5	42,414	34
	2/04/13	8/12/13	189		Avis Budget	100	2,608	16.260	21.519	5.259	32	56,130	72
	8/12/13	8/19/13	7		Delta Air Lines	100	3,548	15.820	14.346	-1.474	-9	50,900	-99
8/19/13		9/09/13	21		- cash -
	9/09/13	4/14/14	217		Delta Air Lines	100	3,100	16.415	22.961	6.546	40	71,193	76
	4/14/14	9/08/14	147		American Airlines	100	2,948	24.148	29.647	5.499	23	87,405	66
	9/08/14	3/30/15	203		Southwest Airlines	100	3,429	25.483	41.160	15.677	62	141,161	137
3/30/15		4/13/15	14		- cash -
	4/13/15	5/04/15	21		Matson	100	3,568	39.559	37.130	-2.429	-6	132,494	-67
5/04/15		5/11/15	7		- cash -
	5/11/15	6/01/15	21		Matson	100	3,437	38.539	37.756	-0.783	-2	129,804	-30
6/01/15		7/20/15	49		- cash -
	7/20/15	7/27/15	7		Alaska Air Group	100	1,895	68.483	65.819	-2.664	-4	124,756	-87
7/27/15		8/03/15	7		- cash -
	8/03/15	8/24/15	21		Alaska Air Group	100	1,751	71.232	62.963	-8.269	-12	110,278	-88
8/24/15		10/05/15	42		- cash -
	10/05/15	10/19/15	14		Alaska Air Group	100	1,524	72.319	67.852	-4.466	-6	103,471	-81
	10/19/15	11/09/15	21		Nike	100	1,759	58.792	60.688	1.897	3	106,808	74
11/09/15		11/30/15	21		- cash -
	11/30/15	12/07/15	7		Matson	100	2,182	48.945	44.166	-4.779	-10	96,380	-100
	12/07/15	12/21/15	14		Alaska Air Group	100	1,210	79.633	75.591	-4.042	-5	91,489	-74
	12/21/15	1/04/16	14		Nike	100	1,538	59.465	56.800	-2.665	-4	87,391	-70
	1/04/16	1/11/16	7		McDonald´s	100	805	108.559	107.459	-1.100	-1	86,505	-41
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/11/16		2/22/16	42		- cash -
	2/22/16	2/29/16	7		Atmos Energy	100	1,357	63.738	63.802	0.064	0	86,592	5
2/29/16		3/07/16	7		- cash -
	3/07/16	6/27/16	112		Atmos Energy	100	1,349	64.185	70.490	6.305	10	95,098	36
6/27/16		7/04/16	7		- cash -
	7/04/16	8/29/16	56		American Water	100	1,261	75.406	67.372	-8.033	-11	84,968	-52
	8/29/16	9/19/16	21		Merck (MSD)	100	1,509	56.279	54.862	-1.417	-3	82,829	-36
	9/19/16	10/10/16	21		AES	100	7,290	11.361	10.476	-0.885	-8	76,379	-76
	10/10/16	10/17/16	7		Caterpillar	100	964	79.192	79.355	0.162	0	76,536	11
10/17/16		10/31/16	14		- cash -
	10/31/16	12/12/16	42		Old Dominion FL	100	3,378	22.651	27.801	5.150	23	93,934	493
	12/12/16	3/27/17	105		Goldman Sachs	100	421	223.009	207.548	-15.461	-7	87,424	-22
	3/27/17	8/21/17	147		CSX	100	6,166	14.178	13.744	-0.434	-3	84,748	-7
	8/21/17	3/26/18	217		Boeing	100	424	199.543	264.190	64.648	32	112,159	60
3/26/18		4/16/18	21		- cash -
	4/16/18	4/23/18	7		Avis Budget	100	2,798	40.078	38.959	-1.118	-3	109,030	-77
4/23/18		5/14/18	21		- cash -
	5/14/18	6/11/18	28		Intel	100	2,370	45.991	46.249	0.258	1	109,641	8
	6/11/18	7/02/18	21		Old Dominion FL	100	2,398	45.720	42.693	-3.027	-7	102,381	-70
	7/02/18	10/08/18	98		salesforce.com	100	848	120.615	129.341	8.725	7	109,781	30
	10/08/18	11/26/18	49		AES	100	8,542	12.851	13.578	0.727	6	115,989	51
11/26/18		12/03/18	7		- cash -
	12/03/18	12/10/18	7		United Airlines	100	1,365	84.943	77.933	-7.009	-8	106,421	-99
12/10/18		1/21/19	42		- cash -
	1/21/19	4/29/19	98		AES	100	7,780	13.678	15.398	1.720	13	119,805	55
	4/29/19	5/20/19	21		Walt Disney	100	961	124.562	119.876	-4.686	-4	115,302	-49
	5/20/19	6/03/19	14		Procter & Gamble	100	1,200	96.082	92.299	-3.783	-4	110,762	-65
	6/03/19	7/15/19	42		American Water	100	1,092	101.422	102.979	1.557	2	112,463	14
	7/15/19	7/22/19	7		Walt Disney	100	873	128.799	125.615	-3.184	-2	109,683	-73
	7/22/19	8/05/19	14		Visa	100	681	161.051	150.758	-10.292	-6	102,674	-82
	8/05/19	10/07/19	63		Procter & Gamble	100	1,017	100.958	111.710	10.752	11	113,609	80
	10/07/19	10/14/19	7		Southern	100	2,017	56.310	55.236	-1.074	-2	111,444	-63
	10/14/19	3/02/20	140		Apple	100	2,084	53.466	66.904	13.438	25	139,448	79
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
3/02/20		6/08/20	98		- cash -
	6/08/20	8/17/20	70		Old Dominion FL	100	1,887	73.881	81.415	7.534	10	153,664	66
	8/17/20	10/26/20	70		Apple	100	1,591	96.557	97.356	0.799	1	154,935	4
	10/26/20	1/11/21	77		FedEx	100	659	234.923	201.571	-33.352	-14	132,957	-52
	1/11/21	3/29/21	77		Matson	100	2,573	51.660	56.024	4.363	8	144,183	47
	3/29/21	7/19/21	112		Avis Budget	100	2,480	58.129	58.236	0.107	0	144,449	1
7/19/21		7/26/21	7		- cash -
	7/26/21	8/09/21	14		Avis Budget	100	2,103	68.669	67.829	-0.840	-1	142,683	-27
8/09/21		8/16/21	7		- cash -
	8/16/21	9/20/21	35		Avis Budget	100	1,810	78.825	80.956	2.131	3	146,540	32
9/20/21		9/27/21	7		- cash -
	9/27/21	5/09/22	224		Avis Budget	100	1,427	102.665	214.852	112.187	109	306,632	233
5/09/22		5/16/22	7		- cash -
	5/16/22	6/13/22	28		Avis Budget	100	1,541	198.901	152.290	-46.611	-23	234,804	-97
6/13/22		8/08/22	56		- cash -
	8/08/22	9/05/22	28		Chevron	100	1,561	150.358	158.860	8.502	6	248,076	105
9/05/22		9/12/22	7		- cash -
	9/12/22	10/03/22	21		Sempra	100	2,866	86.552	79.142	-7.410	-9	226,840	-79
10/03/22		10/31/22	28		- cash -
	10/31/22	11/07/22	7		Chevron	100	1,240	182.926	185.090	2.164	1	229,523	85
11/07/22		11/28/22	21		- cash -
	11/28/22	12/19/22	21		Merck (MSD)	100	2,188	104.861	102.972	-1.888	-2	225,392	-27
12/19/22		12/26/22	7		- cash -
	12/26/22	1/16/23	21		Merck (MSD)	100	2,142	105.205	103.764	-1.441	-1	222,306	-21
	1/16/23	3/13/23	56		Boeing	100	1,123	197.942	189.317	-8.625	-4	212,620	-25
3/13/23		3/27/23	14		- cash -
	3/27/23	5/08/23	42		Boeing	100	1,144	185.808	179.112	-6.695	-4	204,960	-27
5/08/23		6/05/23	28		- cash -
	6/05/23	9/25/23	112		Uber Technologies	100	5,433	37.724	42.395	4.671	12	230,339	46
9/25/23		11/27/23	63		- cash -
	11/27/23	5/13/24	168		Uber Technologies	100	4,493	51.256	61.148	9.892	19	274,784	47
	5/13/24	8/12/24	91		Kirby	100	2,593	105.967	108.622	2.655	3	281,669	10
accum	1/02/06	8/12/24	5953	days out of 7199 invested (83%)						2,717		281,669	23

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Avis Budget	long	4/27/09	5/10/10	378	1.62	9.81	8.19	506.87
		2/04/13	8/12/13	189	16.26	21.52	5.26	32.34
		4/16/18	4/23/18	7	40.08	38.96	-1.12	-2.79
		3/29/21	7/19/21	112	58.13	58.24	0.11	0.18
		7/26/21	8/09/21	14	68.67	67.83	-0.84	-1.22
		8/16/21	9/20/21	35	78.82	80.96	2.13	2.70
		9/27/21	5/09/22	224	102.66	214.85	112.19	109.28
		5/16/22	6/13/22	28	198.90	152.29	-46.61	-23.43	1,171.46
Apple		5/07/07	7/30/07	84	2.73	3.70	0.97	35.67
		8/06/07	8/20/07	14	3.51	3.24	-0.27	-7.63
		9/17/07	1/14/08	119	3.56	4.32	0.76	21.28
		9/19/11	9/26/11	7	10.66	10.66	0.00	0.01
		2/20/12	6/04/12	105	13.98	16.22	2.24	16.04
		10/14/19	3/02/20	140	53.47	66.90	13.44	25.13
		8/17/20	10/26/20	70	96.56	97.36	0.80	0.83	122.56
Southwest Airlines		9/08/14	3/30/15	203	25.48	41.16	15.68	61.52	61.52
Uber Technologies		6/05/23	9/25/23	112	37.72	42.40	4.67	12.38
		11/27/23	5/13/24	168	51.26	61.15	9.89	19.30	34.07
Delta Air Lines		8/12/13	8/19/13	7	15.82	14.35	-1.47	-9.32
		9/09/13	4/14/14	217	16.42	22.96	6.55	39.88	26.85
Old Dominion FL		10/31/16	12/12/16	42	22.65	27.80	5.15	22.74
		6/11/18	7/02/18	21	45.72	42.69	-3.03	-6.62
		6/08/20	8/17/20	70	73.88	81.42	7.53	10.20	26.30
Boeing		8/21/17	3/26/18	217	199.54	264.19	64.65	32.40
		1/16/23	3/13/23	56	197.94	189.32	-8.63	-4.36
		3/27/23	5/08/23	42	185.81	179.11	-6.70	-3.60	22.07
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Atmos Energy		2/22/16	2/29/16	7	63.74	63.80	0.06	0.10
		3/07/16	6/27/16	112	64.18	70.49	6.31	9.82	9.93
AES		9/19/16	10/10/16	21	11.36	10.48	-0.88	-7.79
		10/08/18	11/26/18	49	12.85	13.58	0.73	5.66
		1/21/19	4/29/19	98	13.68	15.40	1.72	12.58	9.68
Chevron		8/08/22	9/05/22	28	150.36	158.86	8.50	5.65
		10/31/22	11/07/22	7	182.93	185.09	2.16	1.18	6.90
Visa		10/24/11	1/23/12	91	16.96	19.26	2.31	13.60
		7/22/19	8/05/19	14	161.05	150.76	-10.29	-6.39	6.34
Procter & Gamble		5/20/19	6/03/19	14	96.08	92.30	-3.78	-3.94
		8/05/19	10/07/19	63	100.96	111.71	10.75	10.65	6.29
American Airlines		10/30/06	11/06/06	7	40.25	39.38	-0.87	-2.17
		11/20/06	1/29/07	70	46.66	42.14	-4.52	-9.68
		2/06/12	2/20/12	14	6.96	6.00	-0.96	-13.78
		6/11/12	11/12/12	154	9.06	9.67	0.61	6.75
		12/03/12	2/04/13	63	9.75	10.26	0.51	5.20
		4/14/14	9/08/14	147	24.15	29.65	5.50	22.77	5.04
CSX		4/21/08	6/30/08	70	4.26	4.42	0.16	3.78
		3/27/17	8/21/17	147	14.18	13.74	-0.43	-3.06	0.60
Intel		5/14/18	6/11/18	28	45.99	46.25	0.26	0.56	0.56
NextEra Energy		3/26/07	5/07/07	42	11.69	11.74	0.05	0.46	0.46
Home Depot		1/23/12	2/06/12	14	34.72	34.37	-0.35	-1.01	-1.01
McDonald´s		1/04/16	1/11/16	7	108.56	107.46	-1.10	-1.01	-1.01
Merck (MSD)		8/07/06	10/09/06	63	31.72	33.22	1.50	4.73
		8/29/16	9/19/16	21	56.28	54.86	-1.42	-2.52
		11/28/22	12/19/22	21	104.86	102.97	-1.89	-1.80
		12/26/22	1/16/23	21	105.20	103.76	-1.44	-1.37	-1.12
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Nike		10/19/15	11/09/15	21	58.79	60.69	1.90	3.23
		12/21/15	1/04/16	14	59.46	56.80	-2.66	-4.48	-1.40
Southern		10/07/19	10/14/19	7	56.31	55.24	-1.07	-1.91	-1.91
Caterpillar		2/28/11	5/23/11	84	74.84	71.99	-2.86	-3.81
		10/10/16	10/17/16	7	79.19	79.35	0.16	0.21	-3.62
UnitedHealth		5/23/11	8/01/11	70	34.73	33.36	-1.38	-3.96	-3.96
Walt Disney		4/29/19	5/20/19	21	124.56	119.88	-4.69	-3.76
		7/15/19	7/22/19	7	128.80	125.62	-3.18	-2.47	-6.14
Goldman Sachs		12/12/16	3/27/17	105	223.01	207.55	-15.46	-6.93	-6.93
Sempra		9/12/22	10/03/22	21	86.55	79.14	-7.41	-8.56	-8.56
American Water		7/04/16	8/29/16	56	75.41	67.37	-8.03	-10.65
		6/03/19	7/15/19	42	101.42	102.98	1.56	1.54	-9.28
Matson		4/13/15	5/04/15	21	39.56	37.13	-2.43	-6.14
		5/11/15	6/01/15	21	38.54	37.76	-0.78	-2.03
		11/30/15	12/07/15	7	48.94	44.17	-4.78	-9.76
		1/11/21	3/29/21	77	51.66	56.02	4.36	8.45	-10.02
United Airlines		1/29/07	2/26/07	28	34.86	32.02	-2.85	-8.16
		5/10/10	6/07/10	28	15.21	16.96	1.76	11.54
		6/14/10	6/28/10	14	18.92	16.82	-2.09	-11.06
		7/26/10	8/02/10	7	18.79	18.52	-0.27	-1.43
		8/09/10	8/23/10	14	17.49	16.11	-1.39	-7.92
		8/30/10	12/13/10	105	16.23	19.05	2.82	17.37
		12/03/18	12/10/18	7	84.94	77.93	-7.01	-8.25	-10.95
FedEx		10/26/20	1/11/21	77	234.92	201.57	-33.35	-14.20	-14.20
Alaska Air Group		2/02/09	2/09/09	7	5.27	5.55	0.28	5.22
		7/20/15	7/27/15	7	68.48	65.82	-2.66	-3.89
		8/03/15	8/24/15	21	71.23	62.96	-8.27	-11.61
		10/05/15	10/19/15	14	72.32	67.85	-4.47	-6.18
		12/07/15	12/21/15	14	79.63	75.59	-4.04	-5.08	-20.39
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Expeditors Wash		4/17/06	5/01/06	14	36.99	33.95	-3.04	-8.22
		6/12/06	8/07/06	56	36.81	31.67	-5.14	-13.96	-21.04
Kirby		5/01/06	6/05/06	35	29.75	28.23	-1.52	-5.10
		8/01/11	8/08/11	7	41.25	33.32	-7.94	-19.23
		5/13/24	8/12/24	91	105.97	108.62	2.66	2.51	-21.43
salesforce.com		1/02/06	4/17/06	105	7.23	6.77	-0.46	-6.30
		10/09/06	10/30/06	21	8.00	7.81	-0.19	-2.37
		11/06/06	11/20/06	14	8.26	8.09	-0.17	-2.01
		2/26/07	3/26/07	28	8.90	8.10	-0.81	-9.08
		7/07/08	7/14/08	7	10.68	9.78	-0.90	-8.44
		12/13/10	2/28/11	77	27.20	24.04	-3.15	-11.59
		7/02/18	10/08/18	98	120.62	129.34	8.73	7.23	-29.26

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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