Share-o-matic - Portfolio

Mon, 30th Mar 2026, 18:07UTC

Assessment - Dow Jones Composite Average in Euro - 18/10/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	18/10/21	⇓ Δwk	24/05/21	prc diff	Δ21	⇓∅-RS
		DJCA	10,871.394	12/08/24	-0.32	10,023.400		9,478.108	545.292	5.75	10.99
		Avis Budget	71.499	12/08/24	-4.43	136.202		69.171	67.031	96.91	181.60
	S	salesforce.com	216.201	12/08/24	-0.48	250.948		185.768	65.180	35.09	26.88
		Matson	111.950	12/08/24	0.73	71.327		52.828	18.500	35.02	29.48
		Microsoft	349.977	12/08/24	0.19	264.361		205.238	59.123	28.81	27.93
		Nike	64.213	12/08/24	0.40	137.157		109.714	27.443	25.01	15.33
	S	Old Dominion FL	163.990	12/08/24	-1.35	132.344		108.311	24.033	22.19	34.46
	L	Apple	187.140	12/08/24	0.71	126.076		104.018	22.058	21.21	14.93
		Home Depot	297.499	12/08/24	-0.81	305.414		257.664	47.750	18.53	22.17
	L	Goldman Sachs	417.674	12/08/24	-0.97	355.896		301.408	54.488	18.08	36.13
		American Express	203.933	12/08/24	-0.34	152.118		129.831	22.287	17.17	29.54
	S	J.B. Hunt	140.030	12/08/24	-0.20	162.639		140.020	22.619	16.15	25.38
	L	American Water	122.644	12/08/24	0.20	146.586		126.721	19.865	15.68	10.56
	L	NextEra Energy	66.742	12/08/24	0.15	69.675		60.586	9.089	15.00	8.15
		Exelon	31.745	12/08/24	-0.54	42.920		37.671	5.249	13.93	15.80
	S	McDonald´s	231.815	12/08/24	0.58	208.415		189.795	18.621	9.81	10.40
		Ryder System	113.421	12/08/24	-1.29	73.160		66.789	6.370	9.54	24.83
		Chevron	124.760	12/08/24	0.02	94.254		86.423	7.831	9.06	17.27
	S	Cisco Systems	38.593	12/08/24	-1.34	47.480		43.694	3.786	8.66	15.55
	S	CSX	28.820	12/08/24	-1.47	29.448		27.103	2.345	8.65	12.85
	S	UnitedHealth	486.317	12/08/24	1.17	365.299		336.320	28.979	8.62	17.03
	L	Procter & Gamble	143.506	12/08/24	-2.19	122.455		112.906	9.548	8.46	7.08
		JP Morgan Chase	177.385	12/08/24	0.19	143.282		133.841	9.442	7.05	20.43
	S	Union Pacific	203.675	12/08/24	-0.32	194.367		182.961	11.406	6.23	9.53
		Visa	223.582	12/08/24	0.05	198.427		187.675	10.752	5.73	8.01
		⇓instrument	freshest		⇓ Δday	18/10/21	⇓ Δwk	24/05/21	prc diff	Δ21	⇓∅-RS
	L	Walmart	59.102	12/08/24	1.10	40.629		38.672	1.957	5.06	2.63
	L	C.H. Robinson	84.911	12/08/24	0.20	83.475		79.974	3.501	4.38	6.52
	L	Coca-Cola	58.646	12/08/24	-0.74	46.404		44.848	1.556	3.47	4.35
		IBM	163.009	12/08/24	-1.03	122.437		118.438	3.999	3.38	10.76
		Norfolk Southern	204.045	12/08/24	-1.02	237.227		229.544	7.683	3.35	11.70
		Walt Disney	73.942	12/08/24	-0.30	147.231		142.655	4.576	3.21	2.35
		Landstar System	159.249	12/08/24	-1.04	142.026		137.630	4.396	3.19	10.98
	L	Honeywell	169.298	12/08/24	-0.73	189.807		184.139	5.668	3.08	6.30
		Edison International	70.897	12/08/24	0.52	49.175		47.770	1.405	2.94	0.21
		Merck (MSD)	97.626	12/08/24	-0.93	66.372		64.678	1.694	2.62	2.16
	L	Duke Energy	97.532	12/08/24	0.62	85.909		83.730	2.179	2.60	5.88
	L	PSEG	69.262	12/08/24	0.81	53.106		51.936	1.171	2.25	5.62
	L	Southern	75.018	12/08/24	0.46	53.726		52.721	1.004	1.91	3.25
		Travelers Companies	180.430	12/08/24	-1.29	131.522		129.904	1.618	1.25	7.07
	L	AEP	83.569	12/08/24	-0.40	71.396		70.849	0.547	0.77	0.54
		Expeditors Wash	102.470	12/08/24	0.03	102.143		101.506	0.637	0.63	14.48
	S	Intel	16.655	12/08/24	-1.78	46.860		46.616	0.244	0.52	2.41
		FirstEnergy	36.305	12/08/24	0.55	31.117		31.034	0.083	0.27	8.77
		Uber Technologies	59.584	12/08/24	1.05	40.494		40.944	-0.450	-1.10	-0.44
	S	Johnson & Johnson	137.544	12/08/24	-0.46	137.751		139.578	-1.827	-1.31	2.15
		Dominion Resources	47.075	12/08/24	0.46	61.907		63.090	-1.183	-1.88	-2.69
		Consolidated Edison	87.699	12/08/24	0.91	62.707		64.146	-1.439	-2.24	0.62
	L	AES	14.376	12/08/24	0.30	20.518		21.033	-0.515	-2.45	0.33
		Atmos Energy	110.669	12/08/24	0.46	78.373		80.555	-2.182	-2.71	-2.08
	L	Sempra	67.955	12/08/24	0.74	54.809		56.371	-1.562	-2.77	0.55
		⇓instrument	freshest		⇓ Δday	18/10/21	⇓ Δwk	24/05/21	prc diff	Δ21	⇓∅-RS
		Boeing	141.200	12/08/24	-2.25	186.667		194.320	-7.653	-3.94	1.65
		Verizon	34.868	12/08/24	-0.54	44.658		46.632	-1.974	-4.23	-6.24
	S	UPS	107.417	12/08/24	-0.76	166.373		174.671	-8.298	-4.75	10.21
	L	Xcel Energy	49.914	12/08/24	0.10	55.644		58.655	-3.011	-5.13	-0.84
	L	3M	106.126	12/08/24	-0.65	156.333		165.816	-9.482	-5.72	0.89
		Delta Air Lines	33.603	12/08/24	-0.61	35.281		37.785	-2.505	-6.63	0.63
	S	Walgreens Boots	8.775	12/08/24	-4.49	41.638		44.873	-3.234	-7.21	5.01
	S	American Airlines	8.267	12/08/24	-2.54	17.068		18.815	-1.747	-9.28	10.10
		Dow	44.925	12/08/24	-0.84	50.714		56.920	-6.205	-10.90	1.86
		United Airlines	34.773	12/08/24	-2.51	40.580		45.945	-5.365	-11.68	1.85
		Alaska Air Group	29.758	12/08/24	-0.26	49.398		56.674	-7.276	-12.84	3.47
		Caterpillar	289.085	12/08/24	-0.66	170.494		195.638	-25.144	-12.85	0.40
	L	Kirby	100.233	12/08/24	-0.14	47.437		54.644	-7.208	-13.19	1.53
		Southwest Airlines	21.834	12/08/24	0.20	42.817		49.660	-6.843	-13.78	-0.52
	L	Amgen	275.295	12/08/24	-0.77	174.752		202.758	-28.006	-13.81	-11.00
	S	FedEx	240.152	12/08/24	0.63	196.130		255.209	-59.079	-23.15	-13.99
DJCA - 65 out of 65 instruments rated - 18/10/21 / 24/05/21 - 42 did rise, Market-Ratio(21) in EUR = 64.62 %
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