Share-o-matic - Portfolio

Mon, 30th Mar 2026, 23:43UTC

Assessment - Dow Jones Composite Average in Euro - 22/02/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	22/02/21	⇓ Δwk	28/09/20	prc diff	⇓ Δ21	∅-RS
		DJCA	10,384.931	12/08/24	-0.32	8,559.958		7,880.227	679.731	8.63	11.14
		Avis Budget	68.300	12/08/24	-4.43	41.501		23.601	17.900	75.84	87.69
		Matson	106.941	12/08/24	0.73	62.350		33.953	28.397	83.64	83.85
		Alaska Air Group	28.426	12/08/24	-0.26	52.275		32.194	20.080	62.37	55.61
		Ryder System	108.346	12/08/24	-1.29	54.798		35.942	18.856	52.46	52.12
	L	AES	13.732	12/08/24	0.30	22.189		15.325	6.863	44.78	50.83
		Caterpillar	276.150	12/08/24	-0.66	179.202		126.651	52.551	41.49	47.05
	S	American Airlines	7.898	12/08/24	-2.54	16.798		10.943	5.855	53.50	47.18
		Uber Technologies	56.918	12/08/24	1.05	45.454		30.496	14.957	49.05	46.59
		Delta Air Lines	32.100	12/08/24	-0.61	39.233		26.877	12.355	45.97	45.74
	L	Goldman Sachs	398.984	12/08/24	-0.97	260.404		170.723	89.681	52.53	44.81
		Walt Disney	70.634	12/08/24	-0.30	157.589		108.049	49.539	45.85	43.24
		Dow	42.914	12/08/24	-0.84	51.346		40.719	10.627	26.10	38.26
	S	FedEx	229.406	12/08/24	0.63	209.288		218.209	-8.921	-4.09	35.52
		Southwest Airlines	20.857	12/08/24	0.20	45.026		32.795	12.232	37.30	36.51
		JP Morgan Chase	169.447	12/08/24	0.19	122.785		82.467	40.318	48.89	35.69
		United Airlines	33.217	12/08/24	-2.51	40.843		30.822	10.021	32.51	32.33
	L	Kirby	95.748	12/08/24	-0.14	52.719		31.800	20.919	65.78	28.30
		Landstar System	152.124	12/08/24	-1.04	131.726		109.379	22.348	20.43	26.76
		American Express	194.808	12/08/24	-0.34	111.724		84.748	26.975	31.83	26.85
		Norfolk Southern	194.915	12/08/24	-1.02	213.865		189.548	24.318	12.83	26.37
	L	Apple	178.766	12/08/24	0.71	103.547		98.590	4.957	5.03	23.27
		Nike	61.339	12/08/24	0.40	112.316		106.617	5.698	5.34	20.74
		Travelers Companies	172.356	12/08/24	-1.29	121.520		94.525	26.995	28.56	19.74
	S	UPS	102.610	12/08/24	-0.76	132.803		144.849	-12.046	-8.32	18.83
		⇓instrument	freshest		⇓ Δday	22/02/21	⇓ Δwk	28/09/20	prc diff	⇓ Δ21	∅-RS
	L	Honeywell	161.722	12/08/24	-0.73	167.335		141.196	26.139	18.51	18.47
	S	CSX	27.530	12/08/24	-1.47	25.361		22.678	2.683	11.83	18.29
	S	Old Dominion FL	156.652	12/08/24	-1.35	87.012		80.336	6.676	8.31	16.59
		Boeing	134.882	12/08/24	-2.25	174.945		142.431	32.514	22.83	15.54
	S	J.B. Hunt	133.765	12/08/24	-0.20	119.613		111.960	7.653	6.84	14.92
	S	salesforce.com	206.527	12/08/24	-0.48	198.013		211.545	-13.532	-6.40	14.40
		Microsoft	334.317	12/08/24	0.19	192.720		179.616	13.104	7.30	12.55
	S	Walgreens Boots	8.382	12/08/24	-4.49	40.153		30.934	9.219	29.80	11.53
		Chevron	119.178	12/08/24	0.02	80.857		63.403	17.454	27.53	11.03
	S	Union Pacific	194.561	12/08/24	-0.32	169.973		171.049	-1.076	-0.63	10.30
		Expeditors Wash	97.885	12/08/24	0.03	76.584		78.359	-1.776	-2.27	8.66
	S	Intel	15.910	12/08/24	-1.78	49.892		44.107	5.785	13.12	8.64
	L	NextEra Energy	63.755	12/08/24	0.15	61.717		60.920	0.797	1.31	5.03
	L	3M	101.377	12/08/24	-0.65	144.736		138.640	6.095	4.40	5.20
		Home Depot	284.187	12/08/24	-0.81	226.694		233.551	-6.857	-2.94	4.65
	S	Johnson & Johnson	131.389	12/08/24	-0.46	133.025		126.162	6.863	5.44	4.69
	L	American Water	117.156	12/08/24	0.20	124.758		123.967	0.791	0.64	3.09
	S	UnitedHealth	464.556	12/08/24	1.17	269.255		260.051	9.204	3.54	2.43
		Visa	213.578	12/08/24	0.05	171.198		171.795	-0.598	-0.35	2.39
	L	PSEG	66.163	12/08/24	0.81	46.917		46.611	0.306	0.66	1.91
	S	McDonald´s	221.442	12/08/24	0.58	174.271		188.896	-14.625	-7.74	1.22
	S	Cisco Systems	36.866	12/08/24	-1.34	37.334		33.558	3.776	11.25	1.39
	L	C.H. Robinson	81.112	12/08/24	0.20	73.814		88.548	-14.733	-16.64	0.40
	L	Southern	71.661	12/08/24	0.46	48.725		46.062	2.663	5.78	-0.71
		Exelon	30.324	12/08/24	-0.54	33.365		30.651	2.714	8.86	-0.97
		⇓instrument	freshest		⇓ Δday	22/02/21	⇓ Δwk	28/09/20	prc diff	⇓ Δ21	∅-RS
	L	Coca-Cola	56.022	12/08/24	-0.74	41.608		42.263	-0.655	-1.55	-1.16
	L	Walmart	56.458	12/08/24	1.10	37.718		39.235	-1.517	-3.87	-1.42
	L	Duke Energy	93.168	12/08/24	0.62	72.606		71.070	1.536	2.16	-3.16
		FirstEnergy	34.680	12/08/24	0.55	27.843		24.399	3.444	14.11	-4.00
	L	Amgen	262.976	12/08/24	-0.77	190.222		211.854	-21.632	-10.21	-4.96
		IBM	155.715	12/08/24	-1.03	99.323		104.396	-5.073	-4.86	-5.36
	L	Procter & Gamble	137.085	12/08/24	-2.19	104.024		118.358	-14.334	-12.11	-5.70
	L	Sempra	64.914	12/08/24	0.74	50.401		50.045	0.356	0.71	-5.76
		Verizon	33.308	12/08/24	-0.54	46.391		50.907	-4.517	-8.87	-6.38
		Edison International	67.725	12/08/24	0.52	45.487		44.501	0.986	2.21	-8.03
		Merck (MSD)	93.258	12/08/24	-0.93	61.578		70.975	-9.398	-13.24	-10.58
	L	AEP	79.830	12/08/24	-0.40	63.090		69.166	-6.076	-8.78	-12.51
	L	Xcel Energy	47.681	12/08/24	0.10	49.657		59.046	-9.389	-15.90	-12.84
		Atmos Energy	105.716	12/08/24	0.46	73.477		81.507	-8.029	-9.85	-12.97
		Dominion Resources	44.969	12/08/24	0.46	58.488		66.233	-7.745	-11.69	-13.06
		Consolidated Edison	83.774	12/08/24	0.91	55.858		65.452	-9.595	-14.66	-14.46
DJCA - 65 out of 65 instruments rated - 22/02/21 / 28/09/20 - 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


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