Share-o-matic - Portfolio

Mon, 30th Mar 2026, 19:50UTC

Assessment - Dow Jones Composite Average in Euro - 20/09/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	20/09/21	⇓ Δwk	26/04/21	prc diff	Δ21	⇓∅-RS
		DJCA	10,776.643	12/08/24	-0.32	9,526.014		9,425.720	100.294	1.06	7.16
		Matson	110.975	12/08/24	0.73	67.917		55.956	11.961	21.38	30.40
		Nike	63.653	12/08/24	0.40	131.544		108.820	22.724	20.88	12.38
	S	Old Dominion FL	162.560	12/08/24	-1.35	124.291		104.805	19.486	18.59	30.52
	L	American Water	121.575	12/08/24	0.20	152.864		130.410	22.454	17.22	16.66
		Microsoft	346.927	12/08/24	0.19	250.979		216.275	34.704	16.05	24.50
		Exelon	31.468	12/08/24	-0.54	42.393		36.921	5.472	14.82	16.99
		Avis Budget	70.876	12/08/24	-4.43	80.956		70.658	10.298	14.57	86.45
		Expeditors Wash	101.577	12/08/24	0.03	103.368		90.644	12.723	14.04	18.31
	L	Goldman Sachs	414.034	12/08/24	-0.97	322.469		284.056	38.413	13.52	30.25
	S	salesforce.com	214.317	12/08/24	-0.48	220.210		194.701	25.508	13.10	11.93
	L	Procter & Gamble	142.255	12/08/24	-2.19	121.856		108.539	13.318	12.27	6.72
	S	Cisco Systems	38.257	12/08/24	-1.34	47.663		42.701	4.962	11.62	19.24
	S	UPS	106.480	12/08/24	-0.76	161.511		145.377	16.135	11.10	7.78
		American Express	202.156	12/08/24	-0.34	136.934		124.316	12.618	10.15	21.58
	L	Apple	185.509	12/08/24	0.71	121.899		111.400	10.499	9.42	12.93
	L	NextEra Energy	66.160	12/08/24	0.15	69.665		64.440	5.225	8.11	9.01
	S	UnitedHealth	482.078	12/08/24	1.17	351.950		327.336	24.614	7.52	15.10
		Home Depot	294.906	12/08/24	-0.81	282.455		264.599	17.856	6.75	14.58
	L	Walmart	58.587	12/08/24	1.10	40.576		38.012	2.564	6.74	2.56
	S	McDonald´s	229.795	12/08/24	0.58	203.896		192.097	11.799	6.14	8.82
		Ryder System	112.433	12/08/24	-1.29	66.058		62.274	3.784	6.08	18.84
		JP Morgan Chase	175.839	12/08/24	0.19	130.444		124.498	5.946	4.78	14.48
	S	J.B. Hunt	138.810	12/08/24	-0.20	144.200		138.720	5.479	3.95	13.38
	L	Coca-Cola	58.135	12/08/24	-0.74	46.102		44.371	1.731	3.90	4.36
		⇓instrument	freshest		⇓ Δday	20/09/21	⇓ Δwk	26/04/21	prc diff	Δ21	⇓∅-RS
	L	Duke Energy	96.682	12/08/24	0.62	84.973		82.028	2.945	3.59	5.86
	L	PSEG	68.659	12/08/24	0.81	52.933		51.400	1.533	2.98	6.22
	S	Johnson & Johnson	136.345	12/08/24	-0.46	139.697		135.710	3.987	2.94	4.38
		FirstEnergy	35.988	12/08/24	0.55	31.144		30.339	0.805	2.65	10.70
	L	Southern	74.364	12/08/24	0.46	54.545		53.467	1.078	2.02	5.89
		Travelers Companies	178.857	12/08/24	-1.29	130.188		128.773	1.415	1.10	8.92
		Edison International	70.279	12/08/24	0.52	49.113		48.679	0.433	0.89	0.80
	L	Honeywell	167.822	12/08/24	-0.73	183.974		183.174	0.800	0.44	5.32
		Walt Disney	73.298	12/08/24	-0.30	152.318		152.372	-0.054	-0.04	9.15
	L	Sempra	67.363	12/08/24	0.74	55.871		56.432	-0.561	-0.99	3.03
		Visa	221.634	12/08/24	0.05	187.658		190.468	-2.809	-1.47	3.07
		Consolidated Edison	86.934	12/08/24	0.91	62.519		63.564	-1.045	-1.64	-0.07
		Verizon	34.564	12/08/24	-0.54	46.273		47.084	-0.811	-1.72	-3.53
	L	AEP	82.841	12/08/24	-0.40	71.038		72.436	-1.398	-1.93	-0.05
		IBM	161.588	12/08/24	-1.03	114.539		117.064	-2.524	-2.16	4.70
		Dominion Resources	46.665	12/08/24	0.46	63.619		65.060	-1.442	-2.22	-0.52
		Landstar System	157.862	12/08/24	-1.04	135.467		140.043	-4.576	-3.27	7.75
		Chevron	123.673	12/08/24	0.02	80.828		83.947	-3.118	-3.71	3.31
		Merck (MSD)	96.776	12/08/24	-0.93	61.342		64.109	-2.768	-4.32	-5.97
	S	American Airlines	8.195	12/08/24	-2.54	17.337		18.225	-0.887	-4.87	16.67
	S	Walgreens Boots	8.699	12/08/24	-4.49	41.275		43.602	-2.327	-5.34	6.62
	S	FedEx	238.059	12/08/24	0.63	213.882		228.025	-14.143	-6.20	-7.05
	L	3M	105.201	12/08/24	-0.65	153.956		165.074	-11.118	-6.74	0.14
		Dow	44.533	12/08/24	-0.84	47.910		51.408	-3.498	-6.80	-2.18
	S	Intel	16.510	12/08/24	-1.78	45.181		48.588	-3.407	-7.01	-0.91
		⇓instrument	freshest		⇓ Δday	20/09/21	⇓ Δwk	26/04/21	prc diff	Δ21	⇓∅-RS
	L	Xcel Energy	49.479	12/08/24	0.10	54.102		58.379	-4.277	-7.33	-4.30
	L	C.H. Robinson	84.171	12/08/24	0.20	74.040		81.152	-7.112	-8.76	-6.55
	S	Union Pacific	201.900	12/08/24	-0.32	168.743		185.713	-16.970	-9.14	-4.66
		Delta Air Lines	33.310	12/08/24	-0.61	34.777		38.542	-3.765	-9.77	1.97
	S	CSX	28.569	12/08/24	-1.47	25.388		28.203	-2.815	-9.98	-1.33
		Atmos Energy	109.704	12/08/24	0.46	76.010		84.683	-8.673	-10.24	-5.43
		Boeing	139.970	12/08/24	-2.25	178.661		199.646	-20.985	-10.51	-0.18
		Norfolk Southern	202.267	12/08/24	-1.02	206.002		232.474	-26.472	-11.39	-1.82
	L	AES	14.250	12/08/24	0.30	20.399		23.327	-2.928	-12.55	1.91
	L	Amgen	272.895	12/08/24	-0.77	183.445		211.289	-27.843	-13.18	-7.61
		United Airlines	34.470	12/08/24	-2.51	38.606		44.471	-5.864	-13.19	-0.40
		Caterpillar	286.566	12/08/24	-0.66	162.731		190.649	-27.918	-14.64	-2.01
		Alaska Air Group	29.498	12/08/24	-0.26	48.575		57.453	-8.877	-15.45	6.06
		Southwest Airlines	21.644	12/08/24	0.20	42.282		51.243	-8.961	-17.49	0.95
	L	Kirby	99.360	12/08/24	-0.14	42.222		51.896	-9.674	-18.64	-7.01
		Uber Technologies	59.065	12/08/24	1.05	33.933		47.638	-13.705	-28.77	-14.96
DJCA - 65 out of 65 instruments rated - 20/09/21 / 26/04/21 - 32 did rise, Market-Ratio(21) in EUR = 49.23 %
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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