Share-o-matic - Portfolio

Mon, 30th Mar 2026, 23:16UTC

Assessment - Dow Jones Composite Average in Euro - 10/08/20 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	10/08/20	⇓ Δwk	16/03/20	prc diff	⇓ Δ21	∅-RS
		DJCA	10,750.149	12/08/24	-0.32	7,797.856		5,909.971	1,887.885	31.94	0.43
	L	Apple	185.053	12/08/24	0.71	95.898		54.249	41.649	76.77	53.99
	S	UPS	106.219	12/08/24	-0.76	135.764		77.997	57.767	74.06	37.92
	S	Old Dominion FL	162.161	12/08/24	-1.35	79.532		48.077	31.455	65.43	32.38
	S	FedEx	237.473	12/08/24	0.63	170.123		81.070	89.054	109.85	32.32
		Microsoft	346.074	12/08/24	0.19	177.159		121.322	55.836	46.02	21.82
		Avis Budget	70.702	12/08/24	-4.43	25.581		12.811	12.769	99.67	18.85
	S	J.B. Hunt	138.469	12/08/24	-0.20	116.291		67.533	48.758	72.20	18.54
	L	C.H. Robinson	83.964	12/08/24	0.20	82.212		54.703	27.508	50.29	18.24
		Home Depot	294.181	12/08/24	-0.81	233.713		147.787	85.926	58.14	15.01
	S	salesforce.com	213.790	12/08/24	-0.48	167.724		111.360	56.364	50.61	12.99
	S	UnitedHealth	480.893	12/08/24	1.17	271.459		201.613	69.846	34.64	12.79
	L	American Water	121.276	12/08/24	0.20	126.848		106.442	20.407	19.17	12.54
	L	NextEra Energy	65.997	12/08/24	0.15	60.323		45.102	15.222	33.75	12.15
		Landstar System	157.473	12/08/24	-1.04	109.664		79.502	30.162	37.94	11.31
		Matson	110.702	12/08/24	0.73	33.892		25.623	8.269	32.27	10.25
		Expeditors Wash	101.327	12/08/24	0.03	72.471		52.625	19.846	37.71	9.76
		Nike	63.496	12/08/24	0.40	89.672		59.837	29.836	49.86	8.68
		Norfolk Southern	201.769	12/08/24	-1.02	173.969		113.277	60.691	53.58	8.61
	L	Xcel Energy	49.358	12/08/24	0.10	61.633		52.285	9.349	17.88	7.90
	S	Union Pacific	201.404	12/08/24	-0.32	158.954		112.077	46.877	41.83	7.07
	L	AES	14.215	12/08/24	0.30	14.964		9.846	5.118	51.98	5.89
		Caterpillar	285.861	12/08/24	-0.66	120.817		83.686	37.131	44.37	5.75
	L	Procter & Gamble	141.906	12/08/24	-2.19	114.079		97.205	16.874	17.36	5.50
	L	Walmart	58.443	12/08/24	1.10	37.397		31.882	5.515	17.30	4.33
		⇓instrument	freshest		⇓ Δday	10/08/20	⇓ Δwk	16/03/20	prc diff	⇓ Δ21	∅-RS
	S	CSX	28.499	12/08/24	-1.47	21.007		14.612	6.395	43.76	2.51
	L	Amgen	272.225	12/08/24	-0.77	202.612		169.038	33.574	19.86	1.95
		Visa	221.089	12/08/24	0.05	167.410		136.185	31.224	22.93	1.93
		Dow	44.424	12/08/24	-0.84	38.111		19.710	18.402	93.36	0.81
	S	Johnson & Johnson	136.010	12/08/24	-0.46	125.929		113.895	12.034	10.57	0.55
	S	Cisco Systems	38.162	12/08/24	-1.34	40.604		30.201	10.403	34.45	-0.43
	S	McDonald´s	229.230	12/08/24	0.58	173.645		133.498	40.148	30.07	-0.65
		Walt Disney	73.118	12/08/24	-0.30	109.562		85.119	24.443	28.72	-1.95
		Uber Technologies	58.920	12/08/24	1.05	27.452		18.178	9.274	51.02	-2.22
	L	Goldman Sachs	413.016	12/08/24	-0.97	178.120		138.559	39.561	28.55	-2.41
		Verizon	34.479	12/08/24	-0.54	50.183		45.682	4.501	9.85	-3.47
	L	3M	104.943	12/08/24	-0.65	137.337		117.282	20.055	17.10	-3.72
	L	Honeywell	167.410	12/08/24	-0.73	135.627		121.188	14.439	11.91	-3.99
	L	PSEG	68.490	12/08/24	0.81	47.086		36.087	11.000	30.48	-4.24
		Dominion Resources	46.550	12/08/24	0.46	68.158		61.503	6.655	10.82	-5.23
		Atmos Energy	109.434	12/08/24	0.46	90.208		83.928	6.281	7.48	-5.79
	L	Sempra	67.197	12/08/24	0.74	56.814		39.697	17.117	43.12	-6.09
		Merck (MSD)	96.538	12/08/24	-0.93	68.830		62.641	6.189	9.88	-7.10
		IBM	161.191	12/08/24	-1.03	108.133		88.765	19.367	21.82	-7.17
		Travelers Companies	178.418	12/08/24	-1.29	101.336		76.241	25.095	32.92	-8.16
	L	AEP	82.637	12/08/24	-0.40	73.109		73.159	-0.050	-0.07	-8.41
	L	Duke Energy	96.444	12/08/24	0.62	72.105		68.608	3.498	5.10	-9.33
		American Express	201.659	12/08/24	-0.34	86.448		76.931	9.518	12.37	-9.92
	L	Coca-Cola	57.992	12/08/24	-0.74	40.595		40.548	0.047	0.12	-10.98
	L	Southern	74.181	12/08/24	0.46	46.848		42.663	4.186	9.81	-11.51
		⇓instrument	freshest		⇓ Δday	10/08/20	⇓ Δwk	16/03/20	prc diff	⇓ Δ21	∅-RS
		Ryder System	112.157	12/08/24	-1.29	32.599		24.350	8.248	33.87	-11.74
		Exelon	31.391	12/08/24	-0.54	32.590		27.334	5.257	19.23	-13.37
		JP Morgan Chase	175.406	12/08/24	0.19	85.615		79.161	6.453	8.15	-13.59
		Consolidated Edison	86.721	12/08/24	0.91	64.126		71.269	-7.143	-10.02	-14.59
		Chevron	123.369	12/08/24	0.02	76.333		62.444	13.889	22.24	-15.35
	S	Intel	16.470	12/08/24	-1.78	41.872		39.966	1.906	4.77	-17.21
	S	Walgreens Boots	8.677	12/08/24	-4.49	36.461		40.387	-3.926	-9.72	-17.60
		Alaska Air Group	29.426	12/08/24	-0.26	33.390		29.144	4.247	14.57	-18.81
		Edison International	70.106	12/08/24	0.52	46.151		41.346	4.805	11.62	-20.47
		Southwest Airlines	21.591	12/08/24	0.20	29.766		33.614	-3.848	-11.45	-22.63
	S	American Airlines	8.175	12/08/24	-2.54	11.910		14.263	-2.353	-16.50	-24.68
		Boeing	139.626	12/08/24	-2.25	152.624		116.117	36.507	31.44	-25.51
		United Airlines	34.385	12/08/24	-2.51	31.935		31.777	0.158	0.50	-26.67
		Delta Air Lines	33.228	12/08/24	-0.61	24.960		32.082	-7.122	-22.20	-26.92
	L	Kirby	99.115	12/08/24	-0.14	41.046		32.879	8.167	24.84	-27.03
		FirstEnergy	35.900	12/08/24	0.55	25.572		30.729	-5.157	-16.78	-35.01
DJCA - 65 out of 65 instruments rated - 10/08/20 / 16/03/20 - 58 did rise, Market-Ratio(21) in EUR = 89.23 %
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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