Share-o-matic - Portfolio

Mon, 30th Mar 2026, 21:29UTC

Assessment - Dow Jones Composite Average in Euro - 12/07/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/07/21	Δwk	15/02/21	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	10,654.076	12/08/24	-0.32	9,708.035		8,573.571	1,134.464	13.23	14.50
		Matson	109.713	12/08/24	0.73	56.252		59.163	-2.912	-4.92	23.37
	L	Kirby	98.229	12/08/24	-0.14	50.898		49.885	1.013	2.03	17.07
		Ryder System	111.154	12/08/24	-1.29	62.802		53.428	9.374	17.55	29.63
		Caterpillar	283.307	12/08/24	-0.66	184.285		163.144	21.141	12.96	20.75
	L	Apple	183.399	12/08/24	0.71	121.828		111.545	10.283	9.22	19.11
	S	Old Dominion FL	160.712	12/08/24	-1.35	108.600		86.598	22.001	25.41	21.98
	L	Walmart	57.921	12/08/24	1.10	39.359		39.681	-0.323	-0.81	0.96
		Microsoft	342.981	12/08/24	0.19	233.808		201.872	31.936	15.82	22.72
		Merck (MSD)	95.675	12/08/24	-0.93	65.382		61.800	3.582	5.80	-1.22
		Uber Technologies	58.393	12/08/24	1.05	40.814		49.869	-9.054	-18.16	9.04
		Edison International	69.480	12/08/24	0.52	49.068		47.718	1.350	2.83	2.04
	L	Southern	73.518	12/08/24	0.46	52.104		49.522	2.581	5.21	4.91
		Chevron	122.266	12/08/24	0.02	87.918		76.261	11.657	15.29	15.49
		Consolidated Edison	85.946	12/08/24	0.91	61.850		58.554	3.296	5.63	-0.92
		American Express	199.857	12/08/24	-0.34	146.362		106.807	39.555	37.03	43.36
		Travelers Companies	176.823	12/08/24	-1.29	129.913		120.271	9.642	8.02	14.93
	S	UnitedHealth	476.596	12/08/24	1.17	350.763		270.470	80.293	29.69	21.24
		IBM	159.750	12/08/24	-1.03	118.810		99.539	19.270	19.36	11.01
	L	PSEG	67.878	12/08/24	0.81	51.176		48.015	3.162	6.58	5.92
	L	Amgen	269.792	12/08/24	-0.77	206.028		195.461	10.567	5.41	2.42
		JP Morgan Chase	173.839	12/08/24	0.19	133.210		116.390	16.819	14.45	27.76
		Atmos Energy	108.456	12/08/24	0.46	83.838		75.091	8.747	11.65	3.73
	L	Goldman Sachs	409.325	12/08/24	-0.97	320.799		252.408	68.391	27.10	46.19
	L	Coca-Cola	57.474	12/08/24	-0.74	45.932		41.769	4.163	9.97	7.04
		⇓instrument	freshest		⇓ Δday	12/07/21	Δwk	15/02/21	prc diff	⇓ Δ21	⇓∅-RS
	L	Procter & Gamble	140.637	12/08/24	-2.19	115.623		105.159	10.464	9.95	2.47
	L	Sempra	66.596	12/08/24	0.74	56.252		51.368	4.883	9.51	4.84
		Landstar System	156.066	12/08/24	-1.04	132.577		127.630	4.948	3.88	10.32
	S	McDonald´s	227.182	12/08/24	0.58	198.643		176.254	22.389	12.70	9.06
	L	AEP	81.899	12/08/24	-0.40	72.009		64.775	7.234	11.17	2.52
		FirstEnergy	35.579	12/08/24	0.55	31.599		25.742	5.858	22.76	16.67
		Avis Budget	70.070	12/08/24	-4.43	62.339		36.841	25.498	69.21	72.85
	L	Duke Energy	95.582	12/08/24	0.62	85.600		74.012	11.588	15.66	11.62
		Visa	219.113	12/08/24	0.05	200.548		173.007	27.541	15.92	13.49
		Home Depot	291.552	12/08/24	-0.81	271.259		228.669	42.590	18.63	13.75
	S	Union Pacific	199.604	12/08/24	-0.32	186.510		175.644	10.866	6.19	8.78
	L	C.H. Robinson	83.214	12/08/24	0.20	78.189		75.231	2.958	3.93	-1.89
	S	CSX	28.244	12/08/24	-1.47	26.760		24.759	2.001	8.08	9.82
	S	salesforce.com	211.879	12/08/24	-0.48	204.797		198.065	6.732	3.40	7.47
	L	NextEra Energy	65.408	12/08/24	0.15	63.308		68.499	-5.191	-7.58	1.92
	S	J.B. Hunt	137.231	12/08/24	-0.20	139.491		122.216	17.275	14.13	14.52
	S	Johnson & Johnson	134.795	12/08/24	-0.46	142.888		137.262	5.626	4.10	9.60
	S	FedEx	235.351	12/08/24	0.63	252.652		216.712	35.939	16.58	18.69
		Expeditors Wash	100.422	12/08/24	0.03	108.077		79.582	28.495	35.81	32.97
		Delta Air Lines	32.931	12/08/24	-0.61	36.127		35.671	0.456	1.28	14.16
		Norfolk Southern	199.966	12/08/24	-1.02	220.715		209.989	10.726	5.11	10.66
	L	American Water	120.192	12/08/24	0.20	137.408		133.233	4.176	3.13	8.80
	L	Honeywell	165.913	12/08/24	-0.73	189.714		167.742	21.972	13.10	16.99
	L	Xcel Energy	48.917	12/08/24	0.10	57.196		50.709	6.487	12.79	1.02
	S	Cisco Systems	37.821	12/08/24	-1.34	44.878		38.967	5.911	15.17	17.18
		⇓instrument	freshest		⇓ Δday	12/07/21	Δwk	15/02/21	prc diff	⇓ Δ21	⇓∅-RS
		Dow	44.027	12/08/24	-0.84	53.301		47.916	5.385	11.24	16.27
		Exelon	31.110	12/08/24	-0.54	38.176		34.781	3.394	9.76	10.22
		United Airlines	34.078	12/08/24	-2.51	42.678		36.203	6.475	17.89	17.05
		Dominion Resources	46.134	12/08/24	0.46	63.696		59.221	4.475	7.56	-0.95
		Verizon	34.171	12/08/24	-0.54	47.340		44.661	2.679	6.00	-2.30
		Boeing	138.378	12/08/24	-2.25	200.902		173.848	27.054	15.56	18.12
	L	AES	14.088	12/08/24	0.30	21.878		23.509	-1.630	-6.94	18.58
	L	3M	104.005	12/08/24	-0.65	168.603		147.249	21.354	14.50	13.83
	S	UPS	105.269	12/08/24	-0.76	179.858		134.634	45.225	33.59	27.81
		Alaska Air Group	29.163	12/08/24	-0.26	50.308		47.430	2.878	6.07	20.34
		Southwest Airlines	21.398	12/08/24	0.20	44.667		42.304	2.363	5.59	15.15
		Walt Disney	72.464	12/08/24	-0.30	155.451		154.640	0.810	0.52	19.81
		Nike	62.929	12/08/24	0.40	136.430		117.107	19.323	16.50	27.21
	S	American Airlines	8.102	12/08/24	-2.54	17.570		14.231	3.340	23.47	29.99
	S	Intel	16.322	12/08/24	-1.78	47.829		50.932	-3.103	-6.09	5.98
	S	Walgreens Boots	8.600	12/08/24	-4.49	40.089		41.513	-1.424	-3.43	7.63
DJCA - 65 out of 65 instruments rated - 12/07/21 / 15/02/21 - 58 did rise, Market-Ratio(21) in EUR = 89.23 %
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


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