Share-o-matic - Portfolio

Mon, 30th Mar 2026, 22:40UTC

Assessment - Dow Jones Composite Average in Euro - 9/11/20 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	9/11/20	Δwk	15/06/20	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	10,688.229	12/08/24	-0.32	8,249.216		7,387.087	862.129	11.67	6.73
	L	Kirby	98.544	12/08/24	-0.14	38.053		48.117	-10.064	-20.92	-18.06
		Ryder System	111.511	12/08/24	-1.29	45.546		33.076	12.471	37.70	29.32
	L	Goldman Sachs	410.637	12/08/24	-0.97	181.788		182.750	-0.962	-0.53	1.86
		Matson	110.064	12/08/24	0.73	49.733		26.432	23.301	88.15	59.41
		Avis Budget	70.295	12/08/24	-4.43	32.047		23.341	8.707	37.30	47.18
		American Express	200.497	12/08/24	-0.34	99.272		92.079	7.193	7.81	9.37
		Caterpillar	284.215	12/08/24	-0.66	144.480		109.494	34.986	31.95	23.18
	S	Old Dominion FL	161.227	12/08/24	-1.35	84.280		71.830	12.450	17.33	25.12
	L	Apple	183.987	12/08/24	0.71	98.384		75.955	22.428	29.53	33.81
		Microsoft	344.081	12/08/24	0.19	184.715		167.364	17.351	10.37	15.90
		Chevron	122.658	12/08/24	0.02	67.157		80.812	-13.655	-16.90	-15.84
		JP Morgan Chase	174.396	12/08/24	0.19	98.874		89.687	9.187	10.24	5.42
		IBM	160.263	12/08/24	-1.03	97.715		107.758	-10.042	-9.32	-11.97
	S	UnitedHealth	478.123	12/08/24	1.17	296.031		253.588	42.443	16.74	15.81
		Travelers Companies	177.390	12/08/24	-1.29	113.574		101.734	11.840	11.64	10.00
		Landstar System	156.566	12/08/24	-1.04	105.446		97.102	8.344	8.59	5.01
		Uber Technologies	58.580	12/08/24	1.05	40.751		28.939	11.812	40.82	45.41
	L	Walmart	58.107	12/08/24	1.10	40.469		34.865	5.604	16.07	9.74
		FirstEnergy	35.693	12/08/24	0.55	24.968		35.848	-10.880	-30.35	-26.58
		Merck (MSD)	95.982	12/08/24	-0.93	68.087		65.567	2.520	3.84	-5.98
	L	Southern	73.754	12/08/24	0.46	52.710		49.977	2.733	5.47	3.40
		Expeditors Wash	100.743	12/08/24	0.03	73.847		65.709	8.138	12.39	8.11
	L	Amgen	270.657	12/08/24	-0.77	198.763		194.682	4.082	2.10	-2.97
		Edison International	69.703	12/08/24	0.52	51.391		52.661	-1.270	-2.41	-3.11
		⇓instrument	freshest		⇓ Δday	9/11/20	Δwk	15/06/20	prc diff	⇓ Δ21	⇓∅-RS
	L	PSEG	68.096	12/08/24	0.81	51.070		44.202	6.868	15.54	7.88
		Atmos Energy	108.804	12/08/24	0.46	82.711		89.537	-6.826	-7.62	-9.20
	S	J.B. Hunt	137.671	12/08/24	-0.20	105.142		102.470	2.672	2.61	3.94
	L	Coca-Cola	57.658	12/08/24	-0.74	44.464		41.013	3.451	8.41	1.26
		Consolidated Edison	86.221	12/08/24	0.91	67.055		66.967	0.089	0.13	-5.37
		Home Depot	292.487	12/08/24	-0.81	228.341		213.797	14.544	6.80	8.63
	S	McDonald´s	227.910	12/08/24	0.58	180.342		167.851	12.491	7.44	3.87
		Visa	219.815	12/08/24	0.05	179.885		169.861	10.024	5.90	7.88
	L	Sempra	66.810	12/08/24	0.74	55.142		55.473	-0.331	-0.60	-4.05
	L	Procter & Gamble	141.088	12/08/24	-2.19	116.712		103.364	13.348	12.91	5.97
	S	Union Pacific	200.244	12/08/24	-0.32	167.469		148.753	18.716	12.58	10.23
	L	Duke Energy	95.889	12/08/24	0.62	80.689		77.029	3.660	4.75	5.20
	S	Cisco Systems	37.943	12/08/24	-1.34	32.310		40.171	-7.862	-19.57	-15.63
	S	CSX	28.334	12/08/24	-1.47	24.867		20.713	4.154	20.05	19.64
	S	Johnson & Johnson	135.227	12/08/24	-0.46	123.555		125.120	-1.565	-1.25	-2.97
	L	AEP	82.161	12/08/24	-0.40	76.342		72.423	3.919	5.41	-0.58
		Delta Air Lines	33.037	12/08/24	-0.61	31.100		26.982	4.119	15.26	5.56
	S	FedEx	236.106	12/08/24	0.63	223.190		118.414	104.776	88.48	61.25
	L	C.H. Robinson	83.481	12/08/24	0.20	79.438		69.208	10.230	14.78	11.77
		Norfolk Southern	200.607	12/08/24	-1.02	194.890		157.327	37.562	23.88	18.59
	L	NextEra Energy	65.617	12/08/24	0.15	63.866		55.046	8.821	16.02	13.48
		Dow	44.168	12/08/24	-0.84	44.083		37.186	6.897	18.55	17.87
	L	Honeywell	166.445	12/08/24	-0.73	166.615		129.885	36.729	28.28	19.86
		United Airlines	34.187	12/08/24	-2.51	34.949		34.546	0.402	1.16	-2.04
	S	salesforce.com	212.558	12/08/24	-0.48	219.300		158.213	61.086	38.61	34.71
		⇓instrument	freshest		⇓ Δday	9/11/20	Δwk	15/06/20	prc diff	⇓ Δ21	⇓∅-RS
		Boeing	138.821	12/08/24	-2.25	151.703		169.135	-17.432	-10.31	-10.91
	L	American Water	120.578	12/08/24	0.20	137.299		114.463	22.836	19.95	18.15
		Exelon	31.210	12/08/24	-0.54	36.640		33.935	2.705	7.97	4.05
	L	AES	14.133	12/08/24	0.30	17.736		11.409	6.327	55.46	23.08
	L	Xcel Energy	49.073	12/08/24	0.10	62.107		56.257	5.850	10.40	7.48
	S	UPS	105.607	12/08/24	-0.76	138.052		93.576	44.476	47.53	32.70
	L	3M	104.338	12/08/24	-0.65	138.229		139.718	-1.488	-1.07	-1.61
		Alaska Air Group	29.256	12/08/24	-0.26	38.831		33.457	5.374	16.06	7.43
	S	American Airlines	8.128	12/08/24	-2.54	11.165		14.793	-3.628	-24.53	-14.76
		Verizon	34.280	12/08/24	-0.54	50.613		49.738	0.875	1.76	-1.14
		Dominion Resources	46.282	12/08/24	0.46	71.064		74.452	-3.387	-4.55	0.33
		Walt Disney	72.697	12/08/24	-0.30	120.603		103.710	16.893	16.29	10.97
		Nike	63.131	12/08/24	0.40	109.066		86.667	22.399	25.85	25.25
		Southwest Airlines	21.466	12/08/24	0.20	37.122		32.190	4.932	15.32	6.04
	S	Intel	16.375	12/08/24	-1.78	38.569		53.237	-14.668	-27.55	-21.98
	S	Walgreens Boots	8.627	12/08/24	-4.49	33.650		36.752	-3.102	-8.44	-14.79
DJCA - 65 out of 65 instruments rated - 9/11/20 / 15/06/20 - 49 did rise, Market-Ratio(21) in EUR = 75.38 %
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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