Share-o-matic - Portfolio

Mon, 30th Mar 2026, 18:06UTC

Assessment - Dow Jones Composite Average in Euro - 19/08/19 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	19/08/19	⇓ Δwk	25/03/19	prc diff	Δ21	⇓∅-RS
		DJCA	11,399.704	12/08/24	-0.32	7,825.136		7,461.723	363.413	4.87	4.72
		Walt Disney	77.536	12/08/24	-0.30	122.046		95.265	26.781	28.11	15.63
	L	Coca-Cola	61.496	12/08/24	-0.74	49.336		40.681	8.655	21.27	16.95
		Delta Air Lines	35.236	12/08/24	-0.61	52.493		43.333	9.161	21.14	9.90
	L	Procter & Gamble	150.480	12/08/24	-2.19	108.469		90.112	18.357	20.37	27.41
	S	McDonald´s	243.081	12/08/24	0.58	197.362		164.139	33.223	20.24	21.65
		Microsoft	366.985	12/08/24	0.19	124.860		103.988	20.872	20.07	23.15
		Visa	234.448	12/08/24	0.05	162.144		135.248	26.896	19.89	23.00
	S	Old Dominion FL	171.959	12/08/24	-1.35	49.868		41.889	7.979	19.05	19.15
	L	American Water	128.604	12/08/24	0.20	111.852		94.292	17.559	18.62	28.20
	L	Walmart	61.975	12/08/24	1.10	34.223		28.921	5.302	18.33	17.20
		American Express	213.844	12/08/24	-0.34	112.222		96.369	15.852	16.45	16.11
	L	NextEra Energy	69.985	12/08/24	0.15	49.381		42.778	6.603	15.44	21.35
		Alaska Air Group	31.204	12/08/24	-0.26	54.658		47.372	7.287	15.38	-1.23
		Edison International	74.342	12/08/24	0.52	65.538		56.819	8.718	15.34	18.99
	L	Sempra	71.257	12/08/24	0.74	62.985		55.255	7.730	13.99	17.79
	L	Apple	196.235	12/08/24	0.71	47.439		41.702	5.737	13.76	14.39
	L	Southern	78.663	12/08/24	0.46	52.268		46.002	6.266	13.62	21.16
	L	Amgen	288.673	12/08/24	-0.77	185.833		164.908	20.925	12.69	12.10
		JP Morgan Chase	186.005	12/08/24	0.19	98.050		87.434	10.615	12.14	3.02
		Home Depot	311.956	12/08/24	-0.81	187.592		167.639	19.954	11.90	11.31
		Travelers Companies	189.198	12/08/24	-1.29	133.132		119.269	13.864	11.62	13.36
	S	UPS	112.637	12/08/24	-0.76	105.357		94.478	10.879	11.51	11.09
	L	Xcel Energy	52.340	12/08/24	0.10	56.066		50.438	5.627	11.16	19.60
		FirstEnergy	38.069	12/08/24	0.55	40.712		36.996	3.716	10.04	16.07
		⇓instrument	freshest		⇓ Δday	19/08/19	⇓ Δwk	25/03/19	prc diff	Δ21	⇓∅-RS
		Atmos Energy	116.047	12/08/24	0.46	100.025		90.969	9.056	9.95	15.31
		United Airlines	36.463	12/08/24	-2.51	75.677		69.042	6.635	9.61	-0.18
	L	Goldman Sachs	437.971	12/08/24	-0.97	182.405		166.605	15.801	9.48	2.92
	L	Honeywell	177.525	12/08/24	-0.73	149.623		137.811	11.812	8.57	8.88
	L	AEP	87.630	12/08/24	-0.40	81.685		75.406	6.280	8.33	16.52
		Merck (MSD)	102.371	12/08/24	-0.93	77.752		72.781	4.972	6.83	14.95
	S	Union Pacific	213.573	12/08/24	-0.32	152.239		142.733	9.506	6.66	8.15
		Landstar System	166.988	12/08/24	-1.04	98.447		92.604	5.842	6.31	4.65
		Matson	117.391	12/08/24	0.73	32.891		30.959	1.931	6.24	1.77
		Southwest Airlines	22.895	12/08/24	0.20	45.683		43.032	2.650	6.16	-2.37
		Consolidated Edison	91.960	12/08/24	0.91	79.511		75.211	4.300	5.72	10.99
	S	J.B. Hunt	146.835	12/08/24	-0.20	89.768		85.366	4.402	5.16	-0.58
		Dominion Resources	49.363	12/08/24	0.46	70.175		67.116	3.059	4.56	8.00
	L	C.H. Robinson	89.038	12/08/24	0.20	76.056		73.735	2.321	3.15	-1.22
	L	Kirby	105.104	12/08/24	-0.14	67.522		66.090	1.432	2.17	0.82
		Uber Technologies	62.480	12/08/24	1.05	31.222					-na-
	L	Duke Energy	102.271	12/08/24	0.62	81.794		80.222	1.571	1.96	7.64
	S	UnitedHealth	509.950	12/08/24	1.17	220.754		218.174	2.579	1.18	-1.02
		Nike	67.333	12/08/24	0.40	73.188		72.763	0.425	0.58	2.98
	L	PSEG	72.628	12/08/24	0.81	52.818		52.657	0.161	0.31	7.21
		Expeditors Wash	107.450	12/08/24	0.03	64.699		65.154	-0.455	-0.70	1.24
		IBM	170.931	12/08/24	-1.03	121.820		123.007	-1.187	-0.96	3.08
		Norfolk Southern	213.961	12/08/24	-1.02	157.300		158.916	-1.616	-1.02	0.07
	S	Johnson & Johnson	144.228	12/08/24	-0.46	119.303		120.736	-1.432	-1.19	-0.65
		Chevron	130.823	12/08/24	0.02	105.826		108.610	-2.784	-2.56	1.33
		⇓instrument	freshest		⇓ Δday	19/08/19	⇓ Δwk	25/03/19	prc diff	Δ21	⇓∅-RS
		Verizon	36.562	12/08/24	-0.54	51.420		53.099	-1.679	-3.16	3.42
		Dow	47.108	12/08/24	-0.84	41.136		43.439	-2.303	-5.30	-na-
	S	FedEx	251.822	12/08/24	0.63	142.812		152.075	-9.263	-6.09	-13.59
	S	Cisco Systems	40.468	12/08/24	-1.34	43.752		46.603	-2.851	-6.12	0.29
		Boeing	148.062	12/08/24	-2.25	301.104		327.412	-26.308	-8.04	-4.78
		Exelon	33.288	12/08/24	-0.54	40.847		44.526	-3.679	-8.26	-0.54
	S	CSX	30.220	12/08/24	-1.47	19.633		21.435	-1.802	-8.41	-6.77
	S	Intel	17.465	12/08/24	-1.78	42.606		46.647	-4.041	-8.66	-0.17
		Caterpillar	303.134	12/08/24	-0.66	105.871		116.113	-10.243	-8.82	-9.43
	S	salesforce.com	226.708	12/08/24	-0.48	129.605		142.185	-12.580	-8.85	-0.97
	S	American Airlines	8.669	12/08/24	-2.54	23.545		26.700	-3.155	-11.82	-20.84
	L	AES	15.074	12/08/24	0.30	13.856		16.120	-2.264	-14.05	-0.29
		Ryder System	118.933	12/08/24	-1.29	43.409		51.128	-7.718	-15.10	-16.78
	S	Walgreens Boots	9.201	12/08/24	-4.49	46.152		54.522	-8.370	-15.35	-17.87
	L	3M	111.284	12/08/24	-0.65	146.998		179.597	-32.599	-18.15	-13.06
		Avis Budget	74.974	12/08/24	-4.43	23.653		29.448	-5.795	-19.68	-13.71
DJCA - 64 out of 65 instruments rated - 19/08/19 / 25/03/19 - 43 did rise, Market-Ratio(21) in EUR = 67.19 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJCA RS = 21 - B/S = 14/13

3/01/22	scale up chart	1/07/24

Transactions Dow Jones Composite Average in Euro * 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
2/01/06		29/09/08	1001		- cash -
short	29/09/08	27/10/08	28		Avis Budget	100	2,395	4.175	1.109	15.712	11.538	276	37,633	> 999,999
long	27/10/08	3/11/08	7		Walmart	100	2,868	13.117	14.658		1.541	12	42,051	32,619
short	3/11/08	24/11/08	21		Avis Budget	100	24,439	1.721	0.437	6.776	5.055	294	165,595	> 999,999
long	24/11/08	5/01/09	42		Walmart	100	11,850	13.974	13.536		-0.437	-3	160,414	-24
short	5/01/09	16/03/09	70		Avis Budget	100	279,080	0.575	0.340	0.971	0.396	69	270,931	1,438
long	16/03/09	23/03/09	7		PG & E	100	9,508	28.494	29.694		1.200	4	282,337	759
short	23/03/09	30/03/09	7		Avis Budget	100	456,512	0.618	0.625	0.612	-0.006	-1	279,523	-41
long	30/03/09	24/08/15	2338		Verizon	100	12,290	22.742	38.536		15.793	69	473,624	9
short	24/08/15	31/08/15	7		Chevron	100	7,624	62.119	72.229	52.009	-10.110	-16	396,547	-100
long	31/08/15	16/03/20	1659		JetBlue Airways	100	19,921	19.905	9.505		-10.400	-52	189,368	-15
short	16/03/20	27/04/20	42		Boeing	100	1,630	116.117	118.849	113.386	-2.732	-2	184,916	-19
long	27/04/20	4/05/20	7		Apple	100	2,828	65.384	67.200		1.816	3	190,051	317
short	4/05/20	18/05/20	14		United Airlines	100	8,205	23.161	22.125	24.246	1.085	5	198,950	230
long	18/05/20	25/05/20	7		Apple	100	2,755	72.197	73.129		0.932	1	201,518	95
short	25/05/20	1/06/20	7		United Airlines	100	8,649	23.299	26.464	20.135	-3.165	-14	174,148	-100
long	1/06/20	22/06/20	21		Apple	100	2,409	72.280	79.642		7.362	10	191,883	440
short	22/06/20	6/07/20	14		United Airlines	100	5,915	32.436	31.119	33.810	1.374	4	200,009	195
long	6/07/20	20/06/22	714		Apple	100	2,421	82.602	124.982		42.380	51	302,611	24
short	20/06/22	27/06/22	7		JetBlue Airways	100	37,299	8.113	8.264	7.962	-0.151	-2	296,975	-62
long	27/06/22	26/09/22	91		Chevron	100	2,133	139.217	146.528		7.311	5	312,569	23
short	26/09/22	17/10/22	21		JetBlue Airways	100	45,353	6.892	6.960	6.824	-0.068	-1	309,468	-16
long	17/10/22	12/08/24	665		PG & E	100	21,508	14.388	16.996		2.608	18	365,556	10
accum	29/09/08	12/08/24	6391	days out of 7392 invested (86%)							3,556		365,556	23

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Avis Budget	short	29/09/08	27/10/08	28	4.17	1.11	15.71	11.54	276.37
	short	3/11/08	24/11/08	21	1.72	0.44	6.78	5.06	293.80
	short	5/01/09	16/03/09	70	0.57	0.34	0.97	0.40	68.89
	short	23/03/09	30/03/09	7	0.62	0.62	0.61	-0.01	-1.00	2,378.34
Apple	long	27/04/20	4/05/20	7	65.38	67.20		1.82	2.78
	long	18/05/20	25/05/20	7	72.20	73.13		0.93	1.29
	long	1/06/20	22/06/20	21	72.28	79.64		7.36	10.19
	long	6/07/20	20/06/22	714	82.60	124.98		42.38	51.31	73.56
Verizon	long	30/03/09	24/08/15	2338	22.74	38.54		15.79	69.45	69.45
PG & E	long	16/03/09	23/03/09	7	28.49	29.69		1.20	4.21
	long	17/10/22	12/08/24	665	14.39	17.00		2.61	18.12	23.10
Walmart	long	27/10/08	3/11/08	7	13.12	14.66		1.54	11.75
	long	24/11/08	5/01/09	42	13.97	13.54		-0.44	-3.13	8.25
Boeing	short	16/03/20	27/04/20	42	116.12	118.85	113.39	-2.73	-2.35	-2.35
United Airlines	short	4/05/20	18/05/20	14	23.16	22.12	24.25	1.08	4.68
	short	25/05/20	1/06/20	7	23.30	26.46	20.13	-3.16	-13.58
	short	22/06/20	6/07/20	14	32.44	31.12	33.81	1.37	4.24	-5.70
Chevron	short	24/08/15	31/08/15	7	62.12	72.23	52.01	-10.11	-16.27
	long	27/06/22	26/09/22	91	139.22	146.53		7.31	5.25	-11.88
JetBlue Airways	long	31/08/15	16/03/20	1659	19.91	9.51		-10.40	-52.25
	short	20/06/22	27/06/22	7	8.11	8.26	7.96	-0.15	-1.86
	short	26/09/22	17/10/22	21	6.89	6.96	6.82	-0.07	-0.99	-53.60

Annotations

14/03/24	DJCA	Component update: Uber Technologies replaces JetBlue Airways
26/02/24	Walmart	stock split 1:3 (three for one)
22/08/23	Sempra	stock split 1:2 (two for one)
29/06/21	CSX	stock split 1:3 (three for one)
24/12/15	Nike	stock split 1:2 (two for one)
15/10/15	DJCA	American Airlines replaces Con-Way
19/03/15	Visa	forward stock split 1:4 (four for one)
18/03/15	DJIA	Apple replaces AT&T


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