Share-o-matic - Portfolio

Mon, 30th Mar 2026, 18:32UTC

Assessment - Dow Jones Composite Average in Euro - 7/09/20 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/09/20	⇓ Δwk	13/04/20	prc diff	Δ21	⇓∅-RS
		DJCA	10,692.027	12/08/24	-0.32	7,816.573		7,007.997	808.576	11.54	0.67
		Avis Budget	70.320	12/08/24	-4.43	29.504		13.548	15.956	117.78	36.12
	S	FedEx	236.189	12/08/24	0.63	191.321		113.154	78.167	69.08	46.65
	L	Apple	184.053	12/08/24	0.71	102.345		62.574	39.770	63.56	55.02
	S	UPS	105.644	12/08/24	-0.76	136.036		90.153	45.883	50.90	35.90
	S	salesforce.com	212.634	12/08/24	-0.48	204.139		139.690	64.449	46.14	34.39
	S	Old Dominion FL	161.284	12/08/24	-1.35	82.190		59.490	22.701	38.16	31.58
	S	J.B. Hunt	137.720	12/08/24	-0.20	115.595		86.956	28.638	32.93	15.62
		Matson	110.103	12/08/24	0.73	34.073		26.207	7.866	30.01	10.42
		Alaska Air Group	29.267	12/08/24	-0.26	34.538		27.031	7.507	27.77	-12.63
		Dow	44.183	12/08/24	-0.84	41.121		32.271	8.850	27.42	8.98
	L	C.H. Robinson	83.510	12/08/24	0.20	82.833		65.284	17.550	26.88	18.44
		Delta Air Lines	33.049	12/08/24	-0.61	26.881		21.297	5.584	26.22	-16.97
		Home Depot	292.591	12/08/24	-0.81	228.160		182.092	46.068	25.30	10.53
		Norfolk Southern	200.679	12/08/24	-1.02	176.920		141.330	35.590	25.18	9.52
		Nike	63.153	12/08/24	0.40	95.102		77.366	17.736	22.93	13.30
		Ryder System	111.550	12/08/24	-1.29	34.496		28.149	6.347	22.55	-4.83
		Landstar System	156.622	12/08/24	-1.04	112.608		92.095	20.513	22.27	13.23
		United Airlines	34.199	12/08/24	-2.51	32.330		26.482	5.848	22.08	-20.86
	S	Union Pacific	200.315	12/08/24	-0.32	161.724		134.561	27.163	20.19	8.23
		Caterpillar	284.316	12/08/24	-0.66	125.375		104.553	20.823	19.92	8.77
		Microsoft	344.203	12/08/24	0.19	181.277		151.608	29.670	19.57	20.98
		Walt Disney	72.723	12/08/24	-0.30	111.677		94.806	16.871	17.80	0.77
		Expeditors Wash	100.779	12/08/24	0.03	74.288		64.624	9.664	14.95	11.32
	L	AES	14.138	12/08/24	0.30	14.866		12.998	1.868	14.37	4.61
		⇓instrument	freshest		⇓ Δday	7/09/20	⇓ Δwk	13/04/20	prc diff	Δ21	⇓∅-RS
	S	CSX	28.344	12/08/24	-1.47	21.296		18.799	2.497	13.28	3.36
		Uber Technologies	58.601	12/08/24	1.05	29.038		25.639	3.399	13.26	4.48
		Visa	219.894	12/08/24	0.05	173.163		154.795	18.368	11.87	4.82
	L	Honeywell	166.504	12/08/24	-0.73	141.037		126.353	14.683	11.62	0.41
	L	Procter & Gamble	141.138	12/08/24	-2.19	116.728		106.211	10.518	9.90	7.31
	S	UnitedHealth	478.293	12/08/24	1.17	263.984		241.376	22.608	9.37	7.87
	S	American Airlines	8.131	12/08/24	-2.54	11.515		10.589	0.926	8.75	-22.96
	L	Goldman Sachs	410.783	12/08/24	-0.97	178.477		164.129	14.347	8.74	-1.87
	S	McDonald´s	227.991	12/08/24	0.58	179.145		164.990	14.155	8.58	3.20
	L	NextEra Energy	65.641	12/08/24	0.15	58.660		54.092	4.568	8.44	7.42
		American Express	200.569	12/08/24	-0.34	89.408		82.743	6.665	8.06	-4.99
		Boeing	138.871	12/08/24	-2.25	144.726		134.955	9.771	7.24	-25.40
		Southwest Airlines	21.474	12/08/24	0.20	33.328		31.382	1.946	6.20	-10.50
	L	Walmart	58.127	12/08/24	1.10	40.283		38.258	2.025	5.29	11.32
	L	Amgen	270.753	12/08/24	-0.77	210.172		199.936	10.236	5.12	4.68
	L	3M	104.375	12/08/24	-0.65	140.258		134.103	6.156	4.59	-1.26
	L	American Water	120.620	12/08/24	0.20	121.136		116.552	4.584	3.93	6.65
	L	Xcel Energy	49.091	12/08/24	0.10	59.244		58.308	0.936	1.61	3.25
		Travelers Companies	177.453	12/08/24	-1.29	98.630		97.481	1.149	1.18	-8.65
	L	Coca-Cola	57.679	12/08/24	-0.74	43.185		42.988	0.197	0.46	-3.99
		Verizon	34.293	12/08/24	-0.54	51.172		51.910	-0.738	-1.42	-1.38
	S	Johnson & Johnson	135.275	12/08/24	-0.46	125.722		128.030	-2.307	-1.80	-0.29
		Merck (MSD)	96.016	12/08/24	-0.93	72.122		73.775	-1.653	-2.24	-2.05
		JP Morgan Chase	174.458	12/08/24	0.19	87.589		89.942	-2.354	-2.62	-10.51
	L	PSEG	68.120	12/08/24	0.81	44.437		47.321	-2.883	-6.09	-8.62
		⇓instrument	freshest		⇓ Δday	7/09/20	⇓ Δwk	13/04/20	prc diff	Δ21	⇓∅-RS
		IBM	160.319	12/08/24	-1.03	103.478		110.974	-7.495	-6.75	-10.16
	S	Cisco Systems	37.956	12/08/24	-1.34	34.538		37.758	-3.220	-8.53	-14.15
		Dominion Resources	46.299	12/08/24	0.46	66.368		72.850	-6.481	-8.90	-7.45
		Exelon	31.221	12/08/24	-0.54	31.382		34.579	-3.197	-9.25	-14.84
		Chevron	122.702	12/08/24	0.02	69.321		77.778	-8.457	-10.87	-20.98
	L	AEP	82.190	12/08/24	-0.40	66.884		76.486	-9.602	-12.55	-15.08
	L	Sempra	66.834	12/08/24	0.74	50.381		58.157	-7.776	-13.37	-15.69
		Atmos Energy	108.843	12/08/24	0.46	81.327		94.596	-13.268	-14.03	-14.16
	L	Duke Energy	95.923	12/08/24	0.62	68.509		80.022	-11.513	-14.39	-12.73
	L	Southern	73.780	12/08/24	0.46	44.243		52.872	-8.629	-16.32	-15.44
		Edison International	69.727	12/08/24	0.52	44.217		54.401	-10.184	-18.72	-21.34
	L	Kirby	98.579	12/08/24	-0.14	35.029		43.629	-8.601	-19.71	-34.79
		Consolidated Edison	86.252	12/08/24	0.91	61.799		77.714	-15.914	-20.48	-16.08
	S	Intel	16.381	12/08/24	-1.78	42.373		53.769	-11.397	-21.20	-16.16
	S	Walgreens Boots	8.630	12/08/24	-4.49	31.213		40.405	-9.192	-22.75	-27.64
		FirstEnergy	35.706	12/08/24	0.55	24.875		40.240	-15.365	-38.18	-33.68
DJCA - 65 out of 65 instruments rated - 7/09/20 / 13/04/20 - 44 did rise, Market-Ratio(21) in EUR = 67.69 %
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


	is taking down something concerning