Share-o-matic - Portfolio

Mon, 30th Mar 2026, 22:39UTC

Assessment - Dow Jones Composite Average in Euro - 17/05/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	17/05/21	Δwk	21/12/20	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	10,392.532	12/08/24	-0.32	9,541.428		8,165.582	1,375.847	16.85	16.91
		Matson	107.019	12/08/24	0.73	51.959		46.822	5.137	10.97	29.55
	L	Apple	178.897	12/08/24	0.71	103.845		104.764	-0.919	-0.88	7.68
	L	Kirby	95.818	12/08/24	-0.14	57.535		40.809	16.726	40.99	34.44
		Microsoft	334.561	12/08/24	0.19	201.637		181.856	19.781	10.88	9.35
		Ryder System	108.426	12/08/24	-1.29	71.056		52.190	18.866	36.15	63.24
		American Express	194.950	12/08/24	-0.34	129.002		95.107	33.895	35.64	34.39
	L	Walmart	56.499	12/08/24	1.10	38.075		39.753	-1.678	-4.22	-1.40
		Uber Technologies	56.960	12/08/24	1.05	39.072		42.321	-3.248	-7.68	9.94
		Edison International	67.774	12/08/24	0.52	47.510		50.556	-3.046	-6.02	-2.54
		Merck (MSD)	93.326	12/08/24	-0.93	65.685		64.780	0.905	1.40	-2.19
	S	Old Dominion FL	156.766	12/08/24	-1.35	111.119		80.809	30.309	37.51	31.99
	S	UnitedHealth	464.896	12/08/24	1.17	336.058		274.577	61.481	22.39	20.23
		Caterpillar	276.352	12/08/24	-0.66	201.316		147.191	54.125	36.77	43.55
	L	Southern	71.713	12/08/24	0.46	52.996		49.020	3.976	8.11	7.65
	L	Goldman Sachs	399.276	12/08/24	-0.97	303.672		209.953	93.719	44.64	49.47
		Travelers Companies	172.482	12/08/24	-1.29	131.790		112.869	18.921	16.76	21.22
		Chevron	119.265	12/08/24	0.02	91.130		70.336	20.795	29.57	20.81
		Atmos Energy	105.794	12/08/24	0.46	81.015		75.180	5.834	7.76	-1.13
		IBM	155.829	12/08/24	-1.03	119.339		100.810	18.529	18.38	12.95
		Consolidated Edison	83.836	12/08/24	0.91	64.748		57.149	7.599	13.30	3.08
	L	PSEG	66.212	12/08/24	0.81	51.227		46.136	5.091	11.04	7.97
	L	Amgen	263.169	12/08/24	-0.77	207.558		185.712	21.846	11.76	2.74
		JP Morgan Chase	169.571	12/08/24	0.19	135.425		100.940	34.485	34.16	38.13
	L	Coca-Cola	56.063	12/08/24	-0.74	44.936		43.146	1.790	4.15	6.27
		⇓instrument	freshest		⇓ Δday	17/05/21	Δwk	21/12/20	prc diff	⇓ Δ21	⇓∅-RS
	L	Procter & Gamble	137.185	12/08/24	-2.19	113.269		112.354	0.916	0.81	1.46
	S	salesforce.com	206.678	12/08/24	-0.48	176.866		185.026	-8.160	-4.41	-4.30
	S	McDonald´s	221.605	12/08/24	0.58	190.534		172.934	17.600	10.18	6.84
	L	Sempra	64.962	12/08/24	0.74	56.557		51.761	4.796	9.26	5.74
		Visa	213.734	12/08/24	0.05	186.225		170.761	15.464	9.06	6.94
	L	AEP	79.888	12/08/24	-0.40	70.274		67.092	3.182	4.74	-0.54
		FirstEnergy	34.705	12/08/24	0.55	31.013		24.502	6.511	26.57	12.40
	L	Duke Energy	93.236	12/08/24	0.62	84.255		72.795	11.460	15.74	11.53
		Home Depot	284.395	12/08/24	-0.81	263.177		221.399	41.778	18.87	13.10
	L	NextEra Energy	63.802	12/08/24	0.15	59.131		60.785	-1.654	-2.72	-3.20
		Landstar System	152.235	12/08/24	-1.04	143.591		110.548	33.043	29.89	25.28
	S	Union Pacific	194.704	12/08/24	-0.32	184.843		165.434	19.409	11.73	11.24
	S	CSX	27.550	12/08/24	-1.47	27.523		24.426	3.097	12.68	17.68
	L	C.H. Robinson	81.171	12/08/24	0.20	81.442		76.373	5.069	6.64	4.14
		Expeditors Wash	97.956	12/08/24	0.03	99.231		77.108	22.123	28.69	30.03
	L	American Water	117.242	12/08/24	0.20	124.059		121.823	2.236	1.84	0.29
		Avis Budget	68.350	12/08/24	-4.43	72.417		28.938	43.478	150.25	140.59
	S	Johnson & Johnson	131.486	12/08/24	-0.46	140.129		125.017	15.112	12.09	8.58
	S	J.B. Hunt	133.862	12/08/24	-0.20	144.800		115.017	29.783	25.89	24.39
	S	FedEx	229.574	12/08/24	0.63	254.336		222.175	32.161	14.48	36.52
	L	Honeywell	161.841	12/08/24	-0.73	186.249		172.109	14.140	8.22	21.36
	S	Cisco Systems	36.893	12/08/24	-1.34	43.538		36.667	6.871	18.74	14.81
		Delta Air Lines	32.123	12/08/24	-0.61	38.447		32.794	5.653	17.24	29.91
		Norfolk Southern	195.057	12/08/24	-1.02	234.993		188.024	46.969	24.98	24.80
	L	Xcel Energy	47.716	12/08/24	0.10	58.226		53.424	4.802	8.99	2.96
		⇓instrument	freshest		⇓ Δday	17/05/21	Δwk	21/12/20	prc diff	⇓ Δ21	⇓∅-RS
		Exelon	30.347	12/08/24	-0.54	37.082		33.914	3.168	9.34	8.67
		Dow	42.946	12/08/24	-0.84	58.317		45.000	13.316	29.59	35.78
		Boeing	134.981	12/08/24	-2.25	187.491		179.176	8.315	4.64	14.51
		United Airlines	33.241	12/08/24	-2.51	46.523		35.993	10.530	29.26	36.44
		Dominion Resources	45.002	12/08/24	0.46	63.876		60.883	2.993	4.92	-2.77
		Verizon	33.332	12/08/24	-0.54	47.650		48.603	-0.953	-1.96	-2.53
	L	AES	13.742	12/08/24	0.30	20.700		18.481	2.219	12.01	23.56
	L	3M	101.452	12/08/24	-0.65	168.683		143.514	25.169	17.54	16.89
	S	UPS	102.685	12/08/24	-0.76	177.877		141.006	36.871	26.15	39.81
		Nike	61.384	12/08/24	0.40	112.184		117.664	-5.480	-4.66	9.29
		Walt Disney	70.685	12/08/24	-0.30	139.874		139.454	0.420	0.30	13.49
		Alaska Air Group	28.447	12/08/24	-0.26	58.942		41.030	17.912	43.66	52.40
	S	American Airlines	7.903	12/08/24	-2.54	19.203		13.154	6.049	45.99	52.11
		Southwest Airlines	20.873	12/08/24	0.20	51.071		37.419	13.653	36.49	41.53
	S	Intel	15.922	12/08/24	-1.78	45.504		37.876	7.627	20.14	-1.17
	S	Walgreens Boots	8.389	12/08/24	-4.49	45.479		33.227	12.251	36.87	24.49
DJCA - 65 out of 65 instruments rated - 17/05/21 / 21/12/20 - 57 did rise, Market-Ratio(21) in EUR = 87.69 %
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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