Share-o-matic - Portfolio

Mon, 30th Mar 2026, 18:16UTC

Assessment - Dow Jones Composite Average in Euro - 5/07/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/07/21	⇓ Δwk	8/02/21	prc diff	Δ21	⇓∅-RS
		DJCA	10,641.426	12/08/24	-0.32	9,684.381		8,580.960	1,103.422	12.86	14.79
		Avis Budget	69.987	12/08/24	-4.43	66.475		35.881	30.595	85.27	87.77
		Expeditors Wash	100.302	12/08/24	0.03	107.789		78.532	29.256	37.25	33.73
		American Express	199.619	12/08/24	-0.34	141.894		106.206	35.687	33.60	40.26
	S	UPS	105.144	12/08/24	-0.76	178.255		135.631	42.625	31.43	28.11
	S	UnitedHealth	476.030	12/08/24	1.17	344.721		269.137	75.584	28.08	19.71
	L	Goldman Sachs	408.839	12/08/24	-0.97	315.079		249.064	66.015	26.51	44.97
	S	American Airlines	8.093	12/08/24	-2.54	18.088		14.746	3.343	22.67	34.98
	S	Old Dominion FL	160.521	12/08/24	-1.35	107.170		88.063	19.107	21.70	21.10
		United Airlines	34.038	12/08/24	-2.51	44.438		36.802	7.636	20.75	22.70
		FirstEnergy	35.537	12/08/24	0.55	31.596		26.661	4.934	18.51	16.45
	S	FedEx	235.072	12/08/24	0.63	252.107		213.632	38.475	18.01	20.02
		Chevron	122.121	12/08/24	0.02	89.321		75.910	13.411	17.67	17.60
		Visa	218.853	12/08/24	0.05	200.950		171.677	29.273	17.05	14.00
		Home Depot	291.206	12/08/24	-0.81	271.745		232.369	39.376	16.95	14.40
		Microsoft	342.574	12/08/24	0.19	233.809		201.202	32.607	16.21	23.21
		IBM	159.561	12/08/24	-1.03	117.911		102.572	15.339	14.95	10.38
	S	J.B. Hunt	137.068	12/08/24	-0.20	139.207		121.167	18.040	14.89	14.87
	S	CSX	28.210	12/08/24	-1.47	27.436		24.136	3.299	13.67	13.22
		Boeing	138.214	12/08/24	-2.25	199.308		175.876	23.432	13.32	17.57
		Nike	62.854	12/08/24	0.40	134.517		119.002	15.515	13.04	26.43
		JP Morgan Chase	173.632	12/08/24	0.19	131.393		116.288	15.104	12.99	27.11
		Norfolk Southern	199.729	12/08/24	-1.02	228.192		202.305	25.887	12.80	15.27
		Dow	43.974	12/08/24	-0.84	53.482		47.589	5.893	12.38	17.48
	L	3M	103.881	12/08/24	-0.65	168.327		149.995	18.332	12.22	14.03
		⇓instrument	freshest		⇓ Δday	5/07/21	⇓ Δwk	8/02/21	prc diff	Δ21	⇓∅-RS
	S	McDonald´s	226.912	12/08/24	0.58	196.739		175.569	21.170	12.06	8.36
		Caterpillar	282.970	12/08/24	-0.66	183.375		163.844	19.531	11.92	21.31
	S	Union Pacific	199.367	12/08/24	-0.32	189.236		169.379	19.858	11.72	10.84
	S	Cisco Systems	37.777	12/08/24	-1.34	45.086		40.610	4.476	11.02	17.91
		Atmos Energy	108.328	12/08/24	0.46	81.751		73.919	7.832	10.60	0.98
	L	Honeywell	165.716	12/08/24	-0.73	186.373		169.163	17.210	10.17	15.76
	L	Coca-Cola	57.406	12/08/24	-0.74	45.625		41.424	4.201	10.14	6.59
		Ryder System	111.022	12/08/24	-1.29	62.501		57.223	5.278	9.22	30.50
	L	Xcel Energy	48.859	12/08/24	0.10	56.269		51.655	4.614	8.93	-0.61
	L	Sempra	66.517	12/08/24	0.74	56.155		51.800	4.355	8.41	4.77
	L	Duke Energy	95.469	12/08/24	0.62	83.848		77.669	6.178	7.95	9.70
		Alaska Air Group	29.128	12/08/24	-0.26	51.124		47.365	3.759	7.94	23.37
	L	Kirby	98.113	12/08/24	-0.14	51.368		47.896	3.472	7.25	18.41
		Landstar System	155.881	12/08/24	-1.04	133.110		124.213	8.898	7.16	11.40
	L	AEP	81.801	12/08/24	-0.40	71.747		67.197	4.550	6.77	2.12
	L	Procter & Gamble	140.470	12/08/24	-2.19	114.441		107.185	7.256	6.77	1.55
		Merck (MSD)	95.561	12/08/24	-0.93	66.189		62.268	3.921	6.30	-0.11
	L	Amgen	269.471	12/08/24	-0.77	209.320		197.136	12.185	6.18	3.91
	L	C.H. Robinson	83.115	12/08/24	0.20	78.972		74.657	4.315	5.78	-0.69
	S	salesforce.com	211.628	12/08/24	-0.48	209.009		198.264	10.745	5.42	10.06
		Travelers Companies	176.613	12/08/24	-1.29	127.351		121.317	6.034	4.97	13.16
		Exelon	31.073	12/08/24	-0.54	38.004		36.295	1.708	4.71	10.01
		Southwest Airlines	21.372	12/08/24	0.20	45.187		43.349	1.838	4.24	17.43
		Verizon	34.130	12/08/24	-0.54	47.528		45.680	1.848	4.04	-1.96
	S	Johnson & Johnson	134.635	12/08/24	-0.46	142.298		136.851	5.447	3.98	9.39
		⇓instrument	freshest		⇓ Δday	5/07/21	⇓ Δwk	8/02/21	prc diff	Δ21	⇓∅-RS
	L	Apple	183.182	12/08/24	0.71	117.860		113.608	4.252	3.74	16.06
	L	PSEG	67.797	12/08/24	0.81	50.610		48.801	1.810	3.71	5.00
		Delta Air Lines	32.892	12/08/24	-0.61	37.179		35.881	1.298	3.62	18.40
		Consolidated Edison	85.843	12/08/24	0.91	61.077		59.148	1.929	3.26	-2.26
	L	Southern	73.431	12/08/24	0.46	51.831		50.394	1.437	2.85	4.58
		Dominion Resources	46.080	12/08/24	0.46	62.551		61.264	1.287	2.10	-2.81
		Edison International	69.397	12/08/24	0.52	48.042		47.904	0.137	0.29	-0.16
		Matson	109.582	12/08/24	0.73	53.886		54.866	-0.981	-1.79	20.34
	L	American Water	120.050	12/08/24	0.20	132.108		134.610	-2.502	-1.86	4.87
	L	Walmart	57.852	12/08/24	1.10	39.329		40.115	-0.786	-1.96	1.12
	S	Walgreens Boots	8.589	12/08/24	-4.49	40.564		41.432	-0.868	-2.10	9.03
	S	Intel	16.303	12/08/24	-1.78	47.797		49.091	-1.293	-2.63	5.73
	L	AES	14.071	12/08/24	0.30	22.029		22.969	-0.940	-4.09	20.78
		Walt Disney	72.378	12/08/24	-0.30	149.144		157.662	-8.518	-5.40	15.86
	L	NextEra Energy	65.330	12/08/24	0.15	62.551		69.205	-6.654	-9.62	0.99
		Uber Technologies	58.324	12/08/24	1.05	42.779		49.199	-6.420	-13.05	15.23
DJCA - 65 out of 65 instruments rated - 5/07/21 / 8/02/21 - 56 did rise, Market-Ratio(21) in EUR = 86.15 %
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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