Share-o-matic - Portfolio

Mon, 30th Mar 2026, 21:06UTC

Assessment - Dow Jones Composite Average in Euro - 15/11/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	15/11/21	⇓ Δwk	21/06/21	prc diff	Δ21	⇓∅-RS
		DJCA	11,091.333	12/08/24	-0.32	10,687.591		9,489.590	1,198.000	12.62	16.09
		Avis Budget	72.946	12/08/24	-4.43	240.411		69.830	170.581	244.28	345.06
		Matson	114.215	12/08/24	0.73	81.758		52.744	29.014	55.01	42.94
	S	Old Dominion FL	167.307	12/08/24	-1.35	157.846		105.437	52.409	49.71	54.38
		Nike	65.512	12/08/24	0.40	148.200		109.111	39.089	35.82	22.04
		Microsoft	357.058	12/08/24	0.19	294.969		220.294	74.675	33.90	38.33
	S	salesforce.com	220.575	12/08/24	-0.48	268.129		205.070	63.059	30.75	33.73
	S	J.B. Hunt	142.863	12/08/24	-0.20	174.970		133.948	41.022	30.63	30.21
		Exelon	32.387	12/08/24	-0.54	48.072		37.503	10.569	28.18	27.56
		Home Depot	303.518	12/08/24	-0.81	325.697		258.015	67.683	26.23	27.52
		Ryder System	115.716	12/08/24	-1.29	76.650		61.996	14.654	23.64	24.98
	L	NextEra Energy	68.092	12/08/24	0.15	76.658		62.348	14.310	22.95	17.94
		Edison International	72.331	12/08/24	0.52	56.682		47.057	9.625	20.45	15.02
		Landstar System	162.471	12/08/24	-1.04	157.626		132.606	25.021	18.87	20.00
	L	Apple	190.926	12/08/24	0.71	131.655		110.973	20.682	18.64	17.46
	S	UnitedHealth	496.156	12/08/24	1.17	395.668		333.901	61.767	18.50	23.70
	L	Goldman Sachs	426.124	12/08/24	-0.97	355.302		299.904	55.398	18.47	27.71
		American Express	208.059	12/08/24	-0.34	160.733		138.318	22.415	16.21	30.64
	S	Union Pacific	207.796	12/08/24	-0.32	211.930		182.447	29.482	16.16	17.41
	L	Procter & Gamble	146.409	12/08/24	-2.19	129.373		111.619	17.754	15.91	12.86
		JP Morgan Chase	180.973	12/08/24	0.19	146.190		126.181	20.009	15.86	17.89
	S	CSX	29.403	12/08/24	-1.47	30.886		26.788	4.098	15.30	15.93
		Chevron	127.284	12/08/24	0.02	102.533		88.955	13.578	15.26	23.00
		Merck (MSD)	99.602	12/08/24	-0.93	73.455		64.378	9.077	14.10	12.60
	S	McDonald´s	236.505	12/08/24	0.58	222.006		195.356	26.649	13.64	16.49
		⇓instrument	freshest		⇓ Δday	15/11/21	⇓ Δwk	21/06/21	prc diff	Δ21	⇓∅-RS
	L	Walmart	60.298	12/08/24	1.10	42.981		38.137	4.844	12.70	8.17
	S	Cisco Systems	39.374	12/08/24	-1.34	50.266		44.607	5.659	12.69	18.31
	L	American Water	125.125	12/08/24	0.20	151.561		135.298	16.263	12.02	13.40
		Travelers Companies	184.080	12/08/24	-1.29	138.729		124.688	14.042	11.26	10.51
	L	PSEG	70.664	12/08/24	0.81	55.594		50.378	5.215	10.35	10.03
		Consolidated Edison	89.473	12/08/24	0.91	69.137		63.069	6.067	9.62	11.36
		Expeditors Wash	104.543	12/08/24	0.03	113.127		103.550	9.577	9.25	23.68
		FirstEnergy	37.039	12/08/24	0.55	34.625		31.698	2.927	9.23	19.15
	L	Coca-Cola	59.833	12/08/24	-0.74	49.695		45.597	4.098	8.99	10.82
	S	UPS	109.590	12/08/24	-0.76	185.651		170.545	15.107	8.86	20.96
		Norfolk Southern	208.173	12/08/24	-1.02	241.719		222.081	19.638	8.84	11.34
	L	Honeywell	172.723	12/08/24	-0.73	195.262		181.181	14.081	7.77	7.29
	L	C.H. Robinson	86.629	12/08/24	0.20	83.926		79.141	4.785	6.05	6.87
		Dominion Resources	48.028	12/08/24	0.46	66.600		63.665	2.935	4.61	5.32
	S	Johnson & Johnson	140.327	12/08/24	-0.46	143.522		137.429	6.093	4.43	5.25
	L	AEP	85.260	12/08/24	-0.40	72.744		69.780	2.964	4.25	2.96
	L	Southern	76.536	12/08/24	0.46	54.593		52.425	2.168	4.14	4.46
	L	Duke Energy	99.505	12/08/24	0.62	88.297		84.979	3.318	3.90	8.04
		Caterpillar	294.934	12/08/24	-0.66	182.307		178.840	3.467	1.94	5.37
		Atmos Energy	112.907	12/08/24	0.46	84.444		83.075	1.369	1.65	5.69
	L	Xcel Energy	50.924	12/08/24	0.10	56.445		56.317	0.128	0.23	1.36
	L	AES	14.666	12/08/24	0.30	21.969		21.935	0.034	0.16	5.64
		Boeing	144.057	12/08/24	-2.25	204.583		205.741	-1.157	-0.56	8.49
		Dow	45.834	12/08/24	-0.84	52.592		52.937	-0.345	-0.65	3.93
	S	Walgreens Boots	8.953	12/08/24	-4.49	43.200		43.559	-0.358	-0.82	6.41
		⇓instrument	freshest		⇓ Δday	15/11/21	⇓ Δwk	21/06/21	prc diff	Δ21	⇓∅-RS
	L	3M	108.273	12/08/24	-0.65	160.891		163.742	-2.851	-1.74	2.96
		Verizon	35.573	12/08/24	-0.54	45.992		47.300	-1.308	-2.77	-2.77
		Delta Air Lines	34.283	12/08/24	-0.61	37.197		38.392	-1.195	-3.11	3.76
	L	Kirby	102.261	12/08/24	-0.14	51.240		53.331	-2.091	-3.92	6.34
		Walt Disney	75.438	12/08/24	-0.30	139.054		145.926	-6.872	-4.71	-6.03
		United Airlines	35.477	12/08/24	-2.51	44.306		46.713	-2.406	-5.15	8.29
		Uber Technologies	60.790	12/08/24	1.05	38.277		40.363	-2.086	-5.17	-7.67
		Visa	228.106	12/08/24	0.05	186.336		196.547	-10.212	-5.20	0.27
	S	American Airlines	8.435	12/08/24	-2.54	17.835		18.831	-0.996	-5.29	9.64
	S	Intel	16.992	12/08/24	-1.78	44.166		46.864	-2.698	-5.76	-4.18
	L	Sempra	69.330	12/08/24	0.74	54.663		58.070	-3.407	-5.87	0.26
		Southwest Airlines	22.276	12/08/24	0.20	43.121		47.224	-4.103	-8.69	-1.60
	L	Amgen	280.864	12/08/24	-0.77	182.035		201.513	-19.478	-9.67	-6.71
	S	FedEx	245.010	12/08/24	0.63	221.444		245.902	-24.458	-9.95	-1.89
		Alaska Air Group	30.360	12/08/24	-0.26	48.862		54.539	-5.677	-10.41	-0.84
		IBM	166.307	12/08/24	-1.03	104.332		123.010	-18.678	-15.18	-6.56
DJCA - 65 out of 65 instruments rated - 15/11/21 / 21/06/21 - 46 did rise, Market-Ratio(21) in EUR = 70.77 %
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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