Share-o-matic - Portfolio

Mon, 30th Mar 2026, 19:31UTC

Assessment - Dow Jones Composite Average in Euro - 22/03/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	22/03/21	⇓ Δwk	26/10/20	prc diff	Δ21	⇓∅-RS
		DJCA	10,579.508	12/08/24	-0.32	9,083.016		7,945.665	1,137.351	14.31	16.11
	S	American Airlines	8.045	12/08/24	-2.54	19.950		9.985	9.965	99.80	73.54
		Avis Budget	69.580	12/08/24	-4.43	56.620		31.098	25.522	82.07	143.79
		Alaska Air Group	28.959	12/08/24	-0.26	57.398		32.646	24.752	75.82	67.67
	L	Goldman Sachs	406.460	12/08/24	-0.97	284.087		170.205	113.881	66.91	52.75
	L	Kirby	97.542	12/08/24	-0.14	53.614		32.579	21.035	64.57	29.12
		United Airlines	33.840	12/08/24	-2.51	48.834		29.905	18.929	63.30	58.17
		Uber Technologies	57.984	12/08/24	1.05	46.624		30.032	16.592	55.25	43.93
		Boeing	137.409	12/08/24	-2.25	210.329		136.095	74.235	54.55	38.85
		Walt Disney	71.957	12/08/24	-0.30	161.462		104.980	56.482	53.80	41.90
		Delta Air Lines	32.701	12/08/24	-0.61	40.160		27.019	13.141	48.64	48.98
		JP Morgan Chase	172.622	12/08/24	0.19	126.392		85.670	40.722	47.53	37.04
		Southwest Airlines	21.248	12/08/24	0.20	49.780		34.779	15.001	43.13	49.20
		Chevron	121.411	12/08/24	0.02	85.846		60.030	25.817	43.01	16.81
		American Express	198.458	12/08/24	-0.34	117.166		81.980	35.186	42.92	30.88
		Ryder System	110.376	12/08/24	-1.29	60.889		42.928	17.962	41.84	61.02
	S	Walgreens Boots	8.539	12/08/24	-4.49	44.464		31.487	12.976	41.21	23.73
	S	Intel	16.208	12/08/24	-1.78	54.945		39.535	15.411	38.98	19.05
		Matson	108.945	12/08/24	0.73	60.797		43.909	16.888	38.46	70.51
		Caterpillar	281.324	12/08/24	-0.66	189.224		138.100	51.123	37.02	48.65
		Dow	43.718	12/08/24	-0.84	53.170		39.898	13.272	33.26	36.82
	S	Cisco Systems	37.557	12/08/24	-1.34	42.111		31.876	10.235	32.11	13.35
	L	AES	13.990	12/08/24	0.30	21.734		17.415	4.319	24.80	42.80
	L	Honeywell	164.752	12/08/24	-0.73	177.595		143.998	33.597	23.33	23.78
	S	J.B. Hunt	136.271	12/08/24	-0.20	132.621		107.696	24.924	23.14	22.59
		⇓instrument	freshest		⇓ Δday	22/03/21	⇓ Δwk	26/10/20	prc diff	Δ21	⇓∅-RS
		Landstar System	154.974	12/08/24	-1.04	136.463		111.276	25.188	22.64	27.11
		Norfolk Southern	198.567	12/08/24	-1.02	218.191		178.261	39.930	22.40	25.09
		Travelers Companies	175.586	12/08/24	-1.29	123.562		102.847	20.715	20.14	19.76
	S	CSX	28.046	12/08/24	-1.47	26.171		22.247	3.924	17.64	19.13
	S	Old Dominion FL	159.587	12/08/24	-1.35	96.801		83.948	12.854	15.31	24.50
		IBM	158.632	12/08/24	-1.03	109.296		94.961	14.335	15.10	4.57
	L	3M	103.277	12/08/24	-0.65	158.624		140.605	18.019	12.82	13.94
	S	UnitedHealth	473.260	12/08/24	1.17	307.135		273.374	33.760	12.35	15.04
		Microsoft	340.581	12/08/24	0.19	197.570		177.770	19.800	11.14	12.39
	S	Union Pacific	198.207	12/08/24	-0.32	172.689		156.294	16.395	10.49	9.58
	S	Johnson & Johnson	133.851	12/08/24	-0.46	134.370		121.828	12.543	10.30	5.13
	L	Amgen	267.903	12/08/24	-0.77	209.040		190.303	18.738	9.85	4.02
		Expeditors Wash	99.719	12/08/24	0.03	86.290		79.772	6.519	8.17	19.71
		Visa	217.579	12/08/24	0.05	174.137		163.376	10.761	6.59	3.10
		Nike	62.488	12/08/24	0.40	115.759		108.627	7.132	6.57	20.26
	L	Apple	182.116	12/08/24	0.71	103.302		97.356	5.946	6.11	17.86
		Home Depot	289.512	12/08/24	-0.81	241.900		233.586	8.314	3.56	9.98
		FirstEnergy	35.330	12/08/24	0.55	28.775		28.195	0.579	2.05	1.30
		Exelon	30.893	12/08/24	-0.54	35.824		35.287	0.537	1.52	6.77
	L	Coca-Cola	57.072	12/08/24	-0.74	42.697		42.141	0.556	1.32	2.19
		Edison International	68.994	12/08/24	0.52	49.545		49.241	0.305	0.62	1.28
	S	McDonald´s	225.591	12/08/24	0.58	188.428		189.778	-1.350	-0.71	8.88
	L	Duke Energy	94.913	12/08/24	0.62	77.960		78.849	-0.889	-1.13	4.70
	S	FedEx	233.704	12/08/24	0.63	229.409		234.923	-5.514	-2.35	40.33
	L	Southern	73.004	12/08/24	0.46	49.972		51.288	-1.316	-2.57	2.37
		⇓instrument	freshest		⇓ Δday	22/03/21	⇓ Δwk	26/10/20	prc diff	Δ21	⇓∅-RS
		Merck (MSD)	95.005	12/08/24	-0.93	64.891		66.715	-1.823	-2.73	-4.92
		Verizon	33.932	12/08/24	-0.54	47.377		48.919	-1.542	-3.15	-3.93
	L	Sempra	66.130	12/08/24	0.74	53.623		55.562	-1.939	-3.49	0.75
	L	C.H. Robinson	82.631	12/08/24	0.20	80.028		84.273	-4.246	-5.04	6.41
		Atmos Energy	107.697	12/08/24	0.46	78.312		82.488	-4.176	-5.06	-5.59
	S	UPS	104.533	12/08/24	-0.76	134.839		142.162	-7.323	-5.15	15.65
	L	PSEG	67.403	12/08/24	0.81	48.457		51.601	-3.144	-6.09	4.82
	L	NextEra Energy	64.950	12/08/24	0.15	60.019		64.026	-4.007	-6.26	1.35
	L	Walmart	57.516	12/08/24	1.10	36.940		40.099	-3.159	-7.88	-4.02
	L	Procter & Gamble	139.653	12/08/24	-2.19	108.986		119.568	-10.582	-8.85	-1.27
	L	American Water	119.351	12/08/24	0.20	117.250		130.324	-13.074	-10.03	-3.05
		Dominion Resources	45.811	12/08/24	0.46	61.534		69.152	-7.618	-11.02	-7.20
	L	AEP	81.325	12/08/24	-0.40	70.015		79.196	-9.181	-11.59	-1.21
	S	salesforce.com	210.396	12/08/24	-0.48	180.140		204.764	-24.624	-12.03	1.83
	L	Xcel Energy	48.574	12/08/24	0.10	53.371		60.664	-7.293	-12.02	-5.23
		Consolidated Edison	85.344	12/08/24	0.91	60.320		70.015	-9.695	-13.85	-5.64
DJCA - 65 out of 65 instruments rated - 22/03/21 / 26/10/20 - 45 did rise, Market-Ratio(21) in EUR = 69.23 %
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


	is taking down something concerning