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

Assessment - Dow Jones Composite Average - 7/01/24 - RS = 29

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ29	∅-RS
		DJCA	12,636.800	8/12	-0.32	12,447.100	1.52	11,882.800	564.300	4.75	3.47
	L	Kirby	116.510	8/12	-0.14	121.050	-3.75	73.940	47.110	63.71	39.53
		Uber Technologies	69.260	8/12	1.05	71.100	-2.59	62.460	8.640	13.83	26.27
		American Express	237.050	8/12	-0.34	233.810	1.39	168.390	65.420	38.85	24.48
	L	Goldman Sachs	485.500	8/12	-0.97	463.660	4.71	351.760	111.900	31.81	24.06
		Matson	130.130	8/12	0.73	129.080	0.81	99.850	29.230	29.27	22.06
	L	Walmart	68.700	8/12	1.10	67.480	1.81	50.413	17.067	33.85	21.39
		Microsoft	406.810	8/12	0.19	456.730	-10.93	371.300	85.430	23.01	21.25
		Delta Air Lines	39.060	8/12	-0.61	46.920	-16.75	40.510	6.410	15.82	19.00
		JP Morgan Chase	206.190	8/12	0.19	205.450	0.36	159.100	46.350	29.13	18.62
	L	Apple	217.530	8/12	0.71	216.750	0.36	193.180	23.570	12.20	18.50
	L	PSEG	80.510	8/12	0.81	73.630	9.34	62.980	10.650	16.91	15.99
	L	NextEra Energy	77.580	8/12	0.15	69.900	10.99	59.710	10.190	17.07	14.55
		Ryder System	131.840	8/12	-1.29	122.690	7.46	108.270	14.420	13.32	12.31
	L	Amgen	320.000	8/12	-0.77	311.010	2.89	272.140	38.870	14.28	11.69
		United Airlines	40.420	8/12	-2.51	48.330	-16.37	40.560	7.770	19.16	11.62
		Merck (MSD)	113.480	8/12	-0.93	127.900	-11.27	104.370	23.530	22.54	11.58
		Caterpillar	336.030	8/12	-0.66	329.080	2.11	260.920	68.160	26.12	11.20
		Travelers Companies	209.730	8/12	-1.29	202.970	3.33	182.350	20.620	11.31	10.84
	L	Southern	87.200	8/12	0.46	77.000	13.25	71.360	5.640	7.90	10.63
	L	Procter & Gamble	166.810	8/12	-2.19	162.720	2.51	145.820	16.900	11.59	8.63
	L	Honeywell	196.790	8/12	-0.73	210.950	-6.71	200.390	10.560	5.27	7.95
	L	AEP	97.140	8/12	-0.40	87.280	11.30	80.490	6.790	8.44	7.82
	L	Duke Energy	113.370	8/12	0.62	99.350	14.11	95.360	3.990	4.18	7.65
		Walt Disney	85.950	8/12	-0.30	98.040	-12.33	92.200	5.840	6.33	7.11
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ29	∅-RS
	L	AES	16.710	8/12	0.30	17.440	-4.19	18.050	-0.610	-3.38	7.05
		IBM	189.480	8/12	-1.03	175.100	8.21	163.510	11.590	7.09	6.95
		Verizon	40.530	8/12	-0.54	41.740	-2.90	37.670	4.070	10.80	6.94
		Visa	259.890	8/12	0.05	263.240	-1.27	256.520	6.720	2.62	5.92
		Home Depot	345.810	8/12	-0.81	336.190	2.86	331.330	4.860	1.47	5.89
	L	Coca-Cola	68.170	8/12	-0.74	63.280	7.73	59.040	4.240	7.18	5.27
		Edison International	82.410	8/12	0.52	71.190	15.76	68.030	3.160	4.65	4.14
	L	Sempra	78.990	8/12	0.74	74.970	5.36	73.940	1.030	1.39	3.72
		Expeditors Wash	119.110	8/12	0.03	120.870	-1.46	120.380	0.490	0.41	3.52
		Dominion Resources	54.720	8/12	0.46	48.010	13.98	47.650	0.360	0.76	3.21
		Alaska Air Group	34.590	8/12	-0.26	40.090	-13.72	35.750	4.340	12.14	3.07
	L	C.H. Robinson	98.700	8/12	0.20	86.810	13.70	84.420	2.390	2.83	2.90
		FirstEnergy	42.200	8/12	0.55	38.310	10.15	37.260	1.050	2.82	2.36
	L	3M	123.360	8/12	-0.65	100.610	22.61	103.160	-2.550	-2.47	2.10
		Dow	52.220	8/12	-0.84	52.630	-0.78	51.280	1.350	2.63	2.08
		Atmos Energy	128.640	8/12	0.46	115.980	10.92	113.320	2.660	2.35	1.36
		Consolidated Edison	101.940	8/12	0.91	88.810	14.78	91.870	-3.060	-3.33	-0.07
	L	American Water	142.560	8/12	0.20	127.760	11.58	130.710	-2.950	-2.26	-0.28
		Chevron	145.020	8/12	0.02	156.520	-7.35	144.350	12.170	8.43	-1.57
	S	FedEx	279.150	8/12	0.63	298.680	-6.54	271.380	27.300	10.06	-1.79
		Norfolk Southern	237.180	8/12	-1.02	214.060	10.80	221.750	-7.690	-3.47	-1.82
		Southwest Airlines	25.380	8/12	0.20	28.110	-9.71	29.340	-1.230	-4.19	-1.88
	S	CSX	33.500	8/12	-1.47	33.590	-0.27	33.200	0.390	1.17	-2.31
		Landstar System	185.110	8/12	-1.04	183.400	0.93	181.400	2.000	1.10	-2.59
	S	Union Pacific	236.750	8/12	-0.32	224.860	5.29	232.030	-7.170	-3.09	-2.65
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ29	∅-RS
	S	UnitedHealth	565.290	8/12	1.17	494.650	14.28	543.680	-49.030	-9.02	-3.00
	S	salesforce.com	251.310	8/12	-0.48	256.210	-1.91	252.100	4.110	1.63	-5.37
		Nike	74.640	8/12	0.40	76.830	-2.85	118.610	-41.780	-35.22	-6.53
	S	Johnson & Johnson	159.880	8/12	-0.46	146.440	9.18	155.060	-8.620	-5.56	-7.04
		Exelon	36.900	8/12	-0.54	34.550	6.80	39.520	-4.970	-12.58	-7.81
	L	Xcel Energy	58.020	8/12	0.10	52.430	10.66	61.550	-9.120	-14.82	-8.41
	S	McDonald´s	269.460	8/12	0.58	249.990	7.79	289.150	-39.160	-13.54	-9.22
	S	Cisco Systems	44.860	8/12	-1.34	47.520	-5.60	49.390	-1.870	-3.79	-9.84
	S	Old Dominion FL	190.620	8/12	-1.35	178.700	6.67	189.440	-10.740	-5.67	-12.27
		Boeing	164.130	8/12	-2.25	186.700	-12.09	248.080	-61.380	-24.74	-12.42
	S	UPS	124.860	8/12	-0.76	135.950	-8.16	155.780	-19.830	-12.73	-12.75
	S	J.B. Hunt	162.770	8/12	-0.20	158.680	2.58	192.670	-33.990	-17.64	-15.32
	S	Intel	19.360	8/12	-1.78	30.840	-37.22	44.540	-13.700	-30.76	-17.91
	S	American Airlines	9.610	8/12	-2.54	11.040	-12.95	13.720	-2.680	-19.53	-18.40
	S	Walgreens Boots	10.200	8/12	-4.49	11.580	-11.92	23.000	-11.420	-49.65	-31.24
		Avis Budget	83.110	8/12	-4.43	101.280	-17.94	197.460	-96.180	-48.71	-32.59
DJCA - 65 out of 65 instruments rated - 7/01/24 / 12/11/23 - 43 did rise, Market-Ratio(29) = 66.15 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJCA RS = 29 - B/S = 53/53

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

Transactions Dow Jones Composite Average * S29 - 53 ex 3 (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		8/27/07	602		- cash -
short	8/27/07	9/24/07	28		American Airlines	100	335	29.780	25.980	34.136	4.356	15	11,459	493
9/24/07		11/05/07	42		- cash -
	11/05/07	12/24/07	49		American Airlines	100	455	25.150	15.980	39.582	14.432	57	18,026	2,832
12/24/07		1/07/08	14		- cash -
	1/07/08	8/11/08	217		American Airlines	100	1,473	12.230	8.390	17.828	5.598	46	26,271	88
8/11/08		8/18/08	7		- cash -
	8/18/08	3/23/09	217		Avis Budget	100	3,355	7.830	0.840	72.987	65.157	832	244,872	4,173
	3/23/09	4/06/09	14		American Airlines	100	90,358	2.710	3.140	2.280	-0.430	-16	206,018	-99
	4/06/09	4/13/09	7		Avis Budget	100	257,522	0.800	0.920	0.680	-0.120	-15	175,115	-100
	4/13/09	5/18/09	35		Ryder System	100	7,269	24.090	26.780	21.400	-2.690	-11	155,562	-71
5/18/09		5/25/09	7		- cash -
	5/25/09	6/01/09	7		American Airlines	100	53,827	2.890	2.950	2.830	-0.060	-2	152,332	-67
6/01/09		6/15/09	14		- cash -
	6/15/09	6/22/09	7		United Airlines	100	40,839	3.730	3.570	3.897	0.167	4	159,160	884
6/22/09		6/29/09	7		- cash -
	6/29/09	7/06/09	7		United Airlines	100	45,867	3.470	3.340	3.605	0.135	4	165,357	633
7/06/09		7/13/09	7		- cash -
	7/13/09	7/20/09	7		United Airlines	100	49,956	3.310	3.510	3.110	-0.200	-6	155,366	-96
7/20/09		5/31/10	315		- cash -
	5/31/10	6/14/10	14		AES	100	16,406	9.470	10.380	8.560	-0.910	-10	140,436	-93
6/14/10		7/05/10	21		- cash -
	7/05/10	7/26/10	21		AES	100	15,779	8.900	10.470	7.330	-1.570	-18	115,663	-97
7/26/10		8/08/11	378		- cash -
	8/08/11	9/26/11	49		American Airlines	100	23,272	4.970	6.430	3.510	-1.460	-29	81,686	-93
	9/26/11	10/31/11	35		Goldman Sachs	100	823	99.140	109.550	88.730	-10.410	-11	73,119	-69
10/31/11		11/21/11	21		- cash -
	11/21/11	12/19/11	28		American Airlines	100	17,204	4.250	5.830	2.670	-1.580	-37	45,937	-100
	12/19/11	12/26/11	7		Goldman Sachs	100	523	87.700	91.900	83.500	-4.200	-5	43,740	-92
12/26/11		11/12/12	322		- cash -
	11/12/12	12/03/12	21		Exelon	100	1,421	30.770	29.310	32.303	1.533	5	45,918	133
12/03/12		5/25/15	903		- cash -
	5/25/15	7/13/15	49		Kirby	100	569	80.680	78.360	83.069	2.389	3	47,277	24
	7/13/15	8/17/15	35		Avis Budget	100	1,119	42.230	46.900	37.560	-4.670	-11	42,051	-71
	8/17/15	10/05/15	49		Chevron	100	505	83.230	84.030	82.430	-0.800	-1	41,647	-7
	10/05/15	10/19/15	14		AES	100	4,055	10.270	10.740	9.800	-0.470	-5	39,741	-71
	10/19/15	11/23/15	35		Walmart	100	2,025	19.617	20.087	19.147	-0.470	-2	38,790	-22
	11/23/15	3/07/16	105		Ryder System	100	591	65.620	62.820	68.545	2.925	4	40,518	16
	3/07/16	3/14/16	7		Avis Budget	100	1,439	28.150	27.010	29.338	1.188	4	42,228	763
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
3/14/16		5/16/16	63		- cash -
	5/16/16	5/23/16	7		Avis Budget	100	1,687	25.020	27.350	22.690	-2.330	-9	38,297	-99
5/23/16		6/27/16	35		- cash -
	6/27/16	7/04/16	7		American Airlines	100	1,512	25.325	29.330	21.320	-4.005	-16	32,242	-100
7/04/16		10/17/16	105		- cash -
	10/17/16	10/31/16	14		Nike	100	631	51.030	50.180	51.894	0.864	2	32,787	55
10/31/16		6/25/18	602		- cash -
	6/25/18	7/23/18	28		American Airlines	100	826	39.680	38.040	41.391	1.711	4	34,200	73
7/23/18		12/17/18	147		- cash -
	12/17/18	1/21/19	35		Avis Budget	100	1,356	25.210	27.000	23.420	-1.790	-7	31,773	-54
1/21/19		3/02/20	406		- cash -
	3/02/20	3/16/20	14		American Airlines	100	1,684	18.860	15.920	22.343	3.483	18	37,638	8,195
	3/16/20	3/30/20	14		Boeing	100	290	129.610	152.280	106.940	-22.670	-17	31,064	-99
	3/30/20	8/10/20	133		United Airlines	100	1,029	30.160	37.540	22.780	-7.380	-24	23,470	-54
	8/10/20	9/21/20	42		FirstEnergy	100	780	30.060	28.630	31.561	1.501	5	24,641	53
9/21/20		10/04/21	378		- cash -
	10/04/21	10/11/21	7		FedEx	100	113	217.870	219.820	215.920	-1.950	-1	24,421	-37
10/11/21		11/22/21	42		- cash -
	11/22/21	12/27/21	35		Uber Technologies	100	573	42.600	42.960	42.240	-0.360	-1	24,214	-8
12/27/21		2/14/22	49		- cash -
	2/14/22	3/28/22	42		Uber Technologies	100	700	34.590	34.770	34.410	-0.180	-1	24,088	-4
3/28/22		5/02/22	35		- cash -
	5/02/22	6/20/22	49		Boeing	100	162	148.610	136.800	161.440	12.830	9	26,167	85
	6/20/22	8/08/22	49		Uber Technologies	100	1,202	21.760	31.850	11.670	-10.090	-46	14,038	-99
	8/08/22	12/05/22	119		Intel	100	396	35.380	29.170	42.912	7.532	21	17,021	81
12/05/22		12/19/22	14		- cash -
	12/19/22	1/02/23	14		Intel	100	635	26.790	26.430	27.155	0.365	1	17,253	42
1/02/23		2/20/23	49		- cash -
	2/20/23	4/10/23	49		Dominion Resources	100	293	58.700	57.960	59.449	0.749	1	17,472	10
4/10/23		6/05/23	56		- cash -
	6/05/23	7/10/23	35		Dominion Resources	100	345	50.500	51.580	49.420	-1.080	-2	17,100	-20
7/10/23		7/17/23	7		- cash -
	7/17/23	7/24/23	7		Verizon	100	543	31.460	33.980	28.940	-2.520	-8	15,731	-99
7/24/23		8/07/23	14		- cash -
	8/07/23	9/18/23	42		AES	100	798	19.700	17.080	22.722	3.022	15	18,143	246
9/18/23		9/25/23	7		- cash -
	9/25/23	12/04/23	70		Walgreens Boots	100	850	21.340	20.790	21.905	0.565	3	18,623	15
12/04/23		1/22/24	49		- cash -
	1/22/24	3/11/24	49		Walgreens Boots	100	825	22.560	21.540	23.628	1.068	5	19,504	41
3/11/24		12/21/24	285		- cash -
accum	8/27/07	3/11/24	1925	days out of 6928 invested (28%)							95		19,504	14

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Avis Budget	short	8/18/08	3/23/09	217	7.83	0.84	72.99	65.16	832.14
		4/06/09	4/13/09	7	0.80	0.92	0.68	-0.12	-15.00
		7/13/15	8/17/15	35	42.23	46.90	37.56	-4.67	-11.06
		3/07/16	3/14/16	7	28.15	27.01	29.34	1.19	4.22
		5/16/16	5/23/16	7	25.02	27.35	22.69	-2.33	-9.31
		12/17/18	1/21/19	35	25.21	27.00	23.42	-1.79	-7.10	518.76
Intel		8/08/22	12/05/22	119	35.38	29.17	42.91	7.53	21.29
		12/19/22	1/02/23	14	26.79	26.43	27.15	0.36	1.36	22.94
Walgreens Boots		9/25/23	12/04/23	70	21.34	20.79	21.90	0.56	2.65
		1/22/24	3/11/24	49	22.56	21.54	23.63	1.07	4.74	7.51
FirstEnergy		8/10/20	9/21/20	42	30.06	28.63	31.56	1.50	4.99	4.99
Exelon		11/12/12	12/03/12	21	30.77	29.31	32.30	1.53	4.98	4.98
Kirby		5/25/15	7/13/15	49	80.68	78.36	83.07	2.39	2.96	2.96
Nike		10/17/16	10/31/16	14	51.03	50.18	51.89	0.86	1.69	1.69
American Airlines		8/27/07	9/24/07	28	29.78	25.98	34.14	4.36	14.63
		11/05/07	12/24/07	49	25.15	15.98	39.58	14.43	57.38
		1/07/08	8/11/08	217	12.23	8.39	17.83	5.60	45.77
		3/23/09	4/06/09	14	2.71	3.14	2.28	-0.43	-15.87
		5/25/09	6/01/09	7	2.89	2.95	2.83	-0.06	-2.08
		8/08/11	9/26/11	49	4.97	6.43	3.51	-1.46	-29.38
		11/21/11	12/19/11	28	4.25	5.83	2.67	-1.58	-37.18
		6/27/16	7/04/16	7	25.33	29.33	21.32	-4.01	-15.81
		6/25/18	7/23/18	28	39.68	38.04	41.39	1.71	4.31
		3/02/20	3/16/20	14	18.86	15.92	22.34	3.48	18.47	0.00
Dominion Resources		2/20/23	4/10/23	49	58.70	57.96	59.45	0.75	1.28
		6/05/23	7/10/23	35	50.50	51.58	49.42	-1.08	-2.14	-0.89
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
FedEx		10/04/21	10/11/21	7	217.87	219.82	215.92	-1.95	-0.90	-0.90
Chevron		8/17/15	10/05/15	49	83.23	84.03	82.43	-0.80	-0.96	-0.96
Walmart		10/19/15	11/23/15	35	19.62	20.09	19.15	-0.47	-2.40	-2.40
Ryder System		4/13/09	5/18/09	35	24.09	26.78	21.40	-2.69	-11.17
		11/23/15	3/07/16	105	65.62	62.82	68.54	2.92	4.46	-7.21
Verizon		7/17/23	7/24/23	7	31.46	33.98	28.94	-2.52	-8.01	-8.01
Boeing		3/16/20	3/30/20	14	129.61	152.28	106.94	-22.67	-17.49
		5/02/22	6/20/22	49	148.61	136.80	161.44	12.83	8.63	-10.37
Goldman Sachs		9/26/11	10/31/11	35	99.14	109.55	88.73	-10.41	-10.50
		12/19/11	12/26/11	7	87.70	91.90	83.50	-4.20	-4.79	-14.79
AES		5/31/10	6/14/10	14	9.47	10.38	8.56	-0.91	-9.61
		7/05/10	7/26/10	21	8.90	10.47	7.33	-1.57	-17.64
		10/05/15	10/19/15	14	10.27	10.74	9.80	-0.47	-4.58
		8/07/23	9/18/23	42	19.70	17.08	22.72	3.02	15.34	-18.06
United Airlines		6/15/09	6/22/09	7	3.73	3.57	3.90	0.17	4.48
		6/29/09	7/06/09	7	3.47	3.34	3.61	0.14	3.89
		7/13/09	7/20/09	7	3.31	3.51	3.11	-0.20	-6.04
		3/30/20	8/10/20	133	30.16	37.54	22.78	-7.38	-24.47	-22.97
Uber Technologies		11/22/21	12/27/21	35	42.60	42.96	42.24	-0.36	-0.85
		2/14/22	3/28/22	42	34.59	34.77	34.41	-0.18	-0.52
		6/20/22	8/08/22	49	21.76	31.85	11.67	-10.09	-46.37	-47.10

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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