Share-o-matic - Portfolio

Mon, 30th Mar 2026, 17:43UTC

Assessment - Dow Jones Composite Average in Euro - 25/05/20 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	25/05/20	⇓ Δwk	30/12/19	prc diff	Δ21	⇓∅-RS
		DJCA	11,591.693	12/08/24	-0.32	7,227.049		8,353.179	-1,126.130	-13.48	-7.75
	S	Old Dominion FL	174.855	12/08/24	-1.35	75.310		56.055	19.255	34.35	41.04
		Microsoft	373.165	12/08/24	0.19	168.333		140.649	27.684	19.68	25.42
		Uber Technologies	63.532	12/08/24	1.05	31.702		26.543	5.159	19.44	7.41
		Home Depot	317.210	12/08/24	-0.81	221.876		193.949	27.927	14.40	13.71
	L	Apple	199.540	12/08/24	0.71	73.129		65.045	8.084	12.43	33.66
	S	salesforce.com	230.526	12/08/24	-0.48	161.921		144.977	16.944	11.69	13.55
	S	Intel	17.759	12/08/24	-1.78	57.106		53.211	3.896	7.32	17.80
	L	Walmart	63.018	12/08/24	1.10	38.016		35.521	2.494	7.02	8.91
		Visa	238.396	12/08/24	0.05	175.075		167.638	7.437	4.44	9.13
	L	C.H. Robinson	90.537	12/08/24	0.20	71.416		69.204	2.212	3.20	2.46
		Landstar System	169.801	12/08/24	-1.04	103.398		100.843	2.554	2.53	6.66
	S	Johnson & Johnson	146.657	12/08/24	-0.46	132.430		129.680	2.750	2.12	6.96
	S	UnitedHealth	518.539	12/08/24	1.17	265.961		262.261	3.700	1.41	14.54
	L	American Water	130.770	12/08/24	0.20	110.727		109.822	0.905	0.82	0.87
		Dominion Resources	50.194	12/08/24	0.46	73.852		73.256	0.595	0.81	3.53
	L	NextEra Energy	71.164	12/08/24	0.15	53.627		53.838	-0.210	-0.39	4.27
	L	Xcel Energy	53.222	12/08/24	0.10	55.377		56.486	-1.109	-1.96	-1.57
	S	CSX	30.729	12/08/24	-1.47	20.954		21.521	-0.567	-2.63	0.86
	S	Cisco Systems	41.150	12/08/24	-1.34	41.187		42.474	-1.287	-3.03	-2.64
	L	Amgen	293.535	12/08/24	-0.77	207.703		214.441	-6.737	-3.14	11.38
	S	McDonald´s	247.175	12/08/24	0.58	169.159		175.742	-6.583	-3.75	-5.09
	S	J.B. Hunt	149.308	12/08/24	-0.20	99.490		104.047	-4.557	-4.38	7.51
		Nike	68.467	12/08/24	0.40	85.997		89.964	-3.967	-4.41	7.53
		Expeditors Wash	109.259	12/08/24	0.03	66.100		69.606	-3.506	-5.04	0.96
		⇓instrument	freshest		⇓ Δday	25/05/20	⇓ Δwk	30/12/19	prc diff	Δ21	⇓∅-RS
	S	Union Pacific	217.170	12/08/24	-0.32	151.501		160.784	-9.283	-5.77	2.00
	L	Duke Energy	103.994	12/08/24	0.62	76.347		81.030	-4.683	-5.78	-5.32
	L	Procter & Gamble	153.014	12/08/24	-2.19	103.288		111.089	-7.802	-7.02	-2.94
		IBM	173.809	12/08/24	-1.03	108.599		118.533	-9.934	-8.38	-9.34
		Norfolk Southern	217.564	12/08/24	-1.02	157.289		172.797	-15.508	-8.97	-3.62
		Verizon	37.178	12/08/24	-0.54	49.626		54.630	-5.004	-9.16	-5.18
		Atmos Energy	118.001	12/08/24	0.46	89.528		98.594	-9.066	-9.20	-7.53
	L	Southern	79.988	12/08/24	0.46	50.066		56.531	-6.465	-11.44	-5.87
		Merck (MSD)	104.095	12/08/24	-0.93	70.054		81.244	-11.190	-13.77	-6.71
		FirstEnergy	38.710	12/08/24	0.55	37.279		43.277	-5.998	-13.86	-8.34
	L	AEP	89.106	12/08/24	-0.40	72.265		83.922	-11.657	-13.89	-11.03
	L	3M	113.158	12/08/24	-0.65	134.329		156.928	-22.599	-14.40	-7.59
	S	UPS	114.534	12/08/24	-0.76	88.721		103.923	-15.202	-14.63	-8.45
	L	Sempra	72.457	12/08/24	0.74	57.437		67.406	-9.969	-14.79	-7.36
		Walt Disney	78.842	12/08/24	-0.30	108.259		128.315	-20.055	-15.63	-6.83
	L	PSEG	73.852	12/08/24	0.81	44.140		52.363	-8.223	-15.70	-13.23
	L	Coca-Cola	62.532	12/08/24	-0.74	41.306		49.328	-8.023	-16.26	-11.73
		Exelon	33.848	12/08/24	-0.54	33.802		40.502	-6.699	-16.54	-14.86
	L	Honeywell	180.515	12/08/24	-0.73	127.669		157.455	-29.785	-18.92	-12.67
	L	Goldman Sachs	445.347	12/08/24	-0.97	165.049		205.096	-40.047	-19.53	-9.59
	S	FedEx	256.063	12/08/24	0.63	107.324		134.000	-26.676	-19.91	-18.52
		Consolidated Edison	93.509	12/08/24	0.91	64.376		80.494	-16.119	-20.02	-17.72
		Caterpillar	308.239	12/08/24	-0.66	103.168		131.661	-28.493	-21.64	-10.15
		Edison International	75.594	12/08/24	0.52	51.763		66.679	-14.916	-22.37	-14.02
		Chevron	133.026	12/08/24	0.02	82.814		106.966	-24.152	-22.58	-14.16
		⇓instrument	freshest		⇓ Δday	25/05/20	⇓ Δwk	30/12/19	prc diff	Δ21	⇓∅-RS
		Travelers Companies	192.385	12/08/24	-1.29	91.821		121.817	-29.996	-24.62	-21.49
		American Express	217.445	12/08/24	-0.34	81.942		110.938	-28.995	-26.14	-19.04
	S	Walgreens Boots	9.356	12/08/24	-4.49	36.325		52.577	-16.252	-30.91	-22.51
		Dow	47.901	12/08/24	-0.84	33.133		48.498	-15.366	-31.68	-15.55
		JP Morgan Chase	189.137	12/08/24	0.19	82.071		123.727	-41.657	-33.67	-19.82
		Matson	119.368	12/08/24	0.73	24.336		36.967	-12.631	-34.17	-23.99
	L	AES	15.328	12/08/24	0.30	11.228		17.886	-6.658	-37.23	-23.68
		Ryder System	120.936	12/08/24	-1.29	28.528		48.007	-19.480	-40.58	-28.42
	L	Kirby	106.874	12/08/24	-0.14	45.250		79.995	-34.744	-43.43	-27.07
		Southwest Airlines	23.281	12/08/24	0.20	26.482		48.266	-21.784	-45.13	-37.75
		Avis Budget	76.237	12/08/24	-4.43	15.337		29.167	-13.830	-47.42	-32.38
		Alaska Air Group	31.729	12/08/24	-0.26	28.455		60.404	-31.950	-52.89	-38.74
		Boeing	150.556	12/08/24	-2.25	126.156		291.312	-165.156	-56.69	-47.17
		Delta Air Lines	35.830	12/08/24	-0.61	20.813		52.354	-31.541	-60.24	-48.62
	S	American Airlines	8.815	12/08/24	-2.54	8.898		25.258	-16.360	-64.77	-53.86
		United Airlines	37.077	12/08/24	-2.51	23.299		78.504	-55.205	-70.32	-56.78
DJCA - 65 out of 65 instruments rated - 25/05/20 / 30/12/19 - 15 did rise, Market-Ratio(21) in EUR = 23.08 %
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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