Share-o-matic - Portfolio

Mon, 30th Mar 2026, 18:21UTC

Assessment - Dow Jones Composite Average in Euro - 27/12/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	27/12/21	⇓ Δwk	2/08/21	prc diff	Δ21	⇓∅-RS
		DJCA	11,153.201	12/08/24	-0.32	10,774.125		9,619.580	1,154.546	12.00	13.74
		Avis Budget	73.353	12/08/24	-4.43	197.013		72.378	124.635	172.20	200.03
	S	Old Dominion FL	168.241	12/08/24	-1.35	156.926		112.345	44.581	39.68	43.51
		Matson	114.852	12/08/24	0.73	74.465		57.177	17.288	30.24	23.71
	L	Apple	191.991	12/08/24	0.71	159.159		122.557	36.602	29.87	36.45
		Home Depot	305.211	12/08/24	-0.81	356.649		275.584	81.065	29.42	33.03
		Edison International	72.735	12/08/24	0.52	59.681		46.405	13.276	28.61	19.64
	S	J.B. Hunt	143.660	12/08/24	-0.20	179.291		141.043	38.248	27.12	26.97
		Microsoft	359.049	12/08/24	0.19	302.245		239.875	62.371	26.00	34.09
	S	UnitedHealth	498.923	12/08/24	1.17	440.857		349.992	90.865	25.96	32.38
		Chevron	127.994	12/08/24	0.02	104.844		85.593	19.251	22.49	21.25
	L	C.H. Robinson	87.112	12/08/24	0.20	92.214		75.503	16.711	22.13	15.85
		Exelon	32.568	12/08/24	-0.54	48.375		39.609	8.767	22.13	23.90
	S	CSX	29.567	12/08/24	-1.47	32.824		27.026	5.798	21.45	20.11
	L	NextEra Energy	68.472	12/08/24	0.15	80.599		66.374	14.225	21.43	20.78
	S	Cisco Systems	39.593	12/08/24	-1.34	55.974		46.700	9.274	19.86	26.60
	L	Procter & Gamble	147.226	12/08/24	-2.19	142.954		119.491	23.463	19.64	22.64
	S	Union Pacific	208.955	12/08/24	-0.32	218.840		183.195	35.645	19.46	18.08
		Norfolk Southern	209.334	12/08/24	-1.02	257.303		215.737	41.566	19.27	15.49
		Landstar System	163.378	12/08/24	-1.04	155.258		130.970	24.287	18.54	13.58
		Consolidated Edison	89.972	12/08/24	0.91	73.900		62.744	11.156	17.78	17.30
	S	UPS	110.201	12/08/24	-0.76	189.855		161.651	28.204	17.45	20.08
	S	McDonald´s	237.825	12/08/24	0.58	236.748		202.212	34.536	17.08	20.90
	S	Walgreens Boots	9.002	12/08/24	-4.49	44.774		39.440	5.334	13.52	7.12
	S	salesforce.com	221.805	12/08/24	-0.48	227.975		202.852	25.123	12.38	11.10
		⇓instrument	freshest		⇓ Δday	27/12/21	⇓ Δwk	2/08/21	prc diff	Δ21	⇓∅-RS
	L	American Water	125.823	12/08/24	0.20	162.027		145.069	16.959	11.69	18.55
		Ryder System	116.362	12/08/24	-1.29	70.890		63.780	7.111	11.15	10.35
		FirstEnergy	37.246	12/08/24	0.55	35.701		32.391	3.310	10.22	17.37
	L	Kirby	102.831	12/08/24	-0.14	52.735		47.862	4.873	10.18	7.15
		Expeditors Wash	105.126	12/08/24	0.03	117.421		106.614	10.807	10.14	22.23
		Travelers Companies	185.107	12/08/24	-1.29	137.720		125.445	12.275	9.79	7.11
		JP Morgan Chase	181.983	12/08/24	0.19	139.592		127.315	12.277	9.64	7.67
		Atmos Energy	113.537	12/08/24	0.46	91.843		83.832	8.011	9.56	14.26
	L	Southern	76.962	12/08/24	0.46	59.099		53.968	5.131	9.51	11.59
	L	PSEG	71.058	12/08/24	0.81	57.422		52.941	4.481	8.46	11.54
	L	Coca-Cola	60.167	12/08/24	-0.74	51.764		47.904	3.860	8.06	13.86
		Dominion Resources	48.296	12/08/24	0.46	68.339		63.460	4.880	7.69	7.68
	L	Goldman Sachs	428.501	12/08/24	-0.97	342.483		318.511	23.972	7.53	14.40
		Caterpillar	296.579	12/08/24	-0.66	182.150		172.785	9.365	5.42	2.78
		Merck (MSD)	100.157	12/08/24	-0.93	67.580		64.159	3.422	5.33	3.37
	L	AES	14.748	12/08/24	0.30	20.891		19.851	1.040	5.24	-1.98
		Nike	65.877	12/08/24	0.40	147.906		142.121	5.785	4.07	18.23
	L	Sempra	69.716	12/08/24	0.74	57.439		55.269	2.170	3.93	4.95
	L	Walmart	60.634	12/08/24	1.10	41.411		39.926	1.486	3.72	4.01
		Delta Air Lines	34.474	12/08/24	-0.61	34.421		33.225	1.197	3.60	-4.18
		Uber Technologies	61.129	12/08/24	1.05	37.916		36.627	1.289	3.52	-6.46
	L	AEP	85.735	12/08/24	-0.40	76.857		74.400	2.457	3.30	7.98
	S	Johnson & Johnson	141.110	12/08/24	-0.46	149.750		145.085	4.665	3.22	7.73
	L	Xcel Energy	51.208	12/08/24	0.10	58.975		57.741	1.234	2.14	5.47
	L	Duke Energy	100.060	12/08/24	0.62	91.163		89.433	1.730	1.93	9.52
		⇓instrument	freshest		⇓ Δday	27/12/21	⇓ Δwk	2/08/21	prc diff	Δ21	⇓∅-RS
		American Express	209.220	12/08/24	-0.34	145.090		142.559	2.531	1.78	12.39
		United Airlines	35.675	12/08/24	-2.51	39.346		38.800	0.546	1.41	-4.55
	S	Intel	17.087	12/08/24	-1.78	45.842		45.209	0.633	1.40	-1.92
		Verizon	35.772	12/08/24	-0.54	46.495		46.961	-0.466	-0.99	-0.66
	L	Amgen	282.431	12/08/24	-0.77	198.734		201.951	-3.216	-1.59	2.11
		IBM	167.234	12/08/24	-1.03	116.167		119.104	-2.936	-2.47	3.41
		Alaska Air Group	30.529	12/08/24	-0.26	46.442		47.761	-1.319	-2.76	-6.95
	S	FedEx	246.377	12/08/24	0.63	226.165		232.581	-6.416	-2.76	1.17
		Dow	46.089	12/08/24	-0.84	49.311		51.559	-2.249	-4.36	-3.74
		Visa	229.378	12/08/24	0.05	192.080		201.942	-9.863	-4.88	2.92
	S	American Airlines	8.482	12/08/24	-2.54	16.037		16.894	-0.858	-5.08	-4.90
		Boeing	144.861	12/08/24	-2.25	179.317		189.781	-10.464	-5.51	-4.91
	L	3M	108.877	12/08/24	-0.65	155.955		166.351	-10.396	-6.25	-1.23
	L	Honeywell	173.686	12/08/24	-0.73	182.194		195.744	-13.549	-6.92	-0.74
		Walt Disney	75.859	12/08/24	-0.30	134.861		147.848	-12.987	-8.78	-9.33
		Southwest Airlines	22.400	12/08/24	0.20	36.857		41.891	-5.034	-12.02	-16.09
DJCA - 65 out of 65 instruments rated - 27/12/21 / 2/08/21 - 52 did rise, Market-Ratio(21) in EUR = 80.00 %
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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