Share-o-matic - Portfolio

Mon, 30th Mar 2026, 22:38UTC

Assessment - Dow Jones Composite Average in Euro - 31/01/22 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	31/01/22	Δwk	6/09/21	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	11,260.637	12/08/24	-0.32	10,454.817		9,818.148	636.668	6.48	7.79
		Uber Technologies	61.718	12/08/24	1.05	33.327		34.492	-1.165	-3.38	-16.11
		Ryder System	117.482	12/08/24	-1.29	65.220		67.131	-1.912	-2.85	-1.18
	L	Kirby	103.822	12/08/24	-0.14	58.082		44.802	13.280	29.64	15.41
		Caterpillar	299.436	12/08/24	-0.66	179.610		177.194	2.416	1.36	-0.80
	L	Walmart	61.218	12/08/24	1.10	41.528		41.904	-0.376	-0.90	3.81
		IBM	168.845	12/08/24	-1.03	119.024		117.568	1.456	1.24	4.54
	L	Amgen	285.152	12/08/24	-0.77	202.404		190.671	11.733	6.15	3.66
		Merck (MSD)	101.122	12/08/24	-0.93	72.607		65.076	7.531	11.57	10.71
		JP Morgan Chase	183.736	12/08/24	0.19	132.417		134.338	-1.921	-1.43	-0.47
	L	Goldman Sachs	432.628	12/08/24	-0.97	316.055		346.445	-30.390	-8.77	1.40
		Matson	115.959	12/08/24	0.73	87.025		70.205	16.819	23.96	38.81
		American Express	211.235	12/08/24	-0.34	160.237		134.178	26.060	19.42	19.00
		Edison International	73.435	12/08/24	0.52	55.952		49.401	6.551	13.26	10.81
		Microsoft	362.508	12/08/24	0.19	277.114		253.649	23.465	9.25	17.70
	S	Old Dominion FL	169.861	12/08/24	-1.35	134.525		127.170	7.355	5.78	16.23
		Travelers Companies	186.890	12/08/24	-1.29	148.083		134.068	14.014	10.45	12.81
	L	Southern	77.704	12/08/24	0.46	61.922		55.819	6.103	10.93	14.83
	L	Apple	193.841	12/08/24	0.71	155.746		129.966	25.780	19.84	29.58
	L	PSEG	71.742	12/08/24	0.81	59.285		54.025	5.260	9.74	12.98
		Atmos Energy	114.631	12/08/24	0.46	95.544		80.970	14.574	18.00	16.57
	S	UnitedHealth	503.729	12/08/24	1.17	421.107		356.174	64.933	18.23	21.99
		Consolidated Edison	90.839	12/08/24	0.91	77.035		64.267	12.768	19.87	19.45
		Landstar System	164.951	12/08/24	-1.04	142.576		142.475	0.101	0.07	1.72
		Visa	231.588	12/08/24	0.05	201.540		189.609	11.930	6.29	7.00
		⇓instrument	freshest		⇓ Δday	31/01/22	Δwk	6/09/21	prc diff	⇓ Δ21	⇓∅-RS
	L	Sempra	70.388	12/08/24	0.74	61.557		55.680	5.877	10.56	10.84
	S	FedEx	248.750	12/08/24	0.63	219.086		224.085	-4.999	-2.23	-2.73
	L	Coca-Cola	60.746	12/08/24	-0.74	54.366		47.783	6.582	13.78	16.96
		Chevron	129.227	12/08/24	0.02	117.028		82.116	34.912	42.52	30.21
	S	salesforce.com	223.942	12/08/24	-0.48	207.296		224.961	-17.664	-7.85	-0.52
	L	Duke Energy	101.024	12/08/24	0.62	93.619		89.014	4.605	5.17	10.26
	L	AEP	86.561	12/08/24	-0.40	80.555		76.152	4.403	5.78	11.37
		Expeditors Wash	106.139	12/08/24	0.03	102.013		104.083	-2.070	-1.99	2.31
	L	Procter & Gamble	148.644	12/08/24	-2.19	142.977		121.333	21.644	17.84	20.04
	S	McDonald´s	240.115	12/08/24	0.58	231.196		201.157	30.038	14.93	14.93
		FirstEnergy	37.604	12/08/24	0.55	37.391		33.347	4.044	12.13	18.49
	L	NextEra Energy	69.131	12/08/24	0.15	69.613		72.176	-2.564	-3.55	2.85
		Delta Air Lines	34.806	12/08/24	-0.61	35.368		33.902	1.465	4.32	-2.31
	S	CSX	29.852	12/08/24	-1.47	30.493		26.953	3.540	13.13	8.99
	S	Union Pacific	210.968	12/08/24	-0.32	217.918		181.018	36.900	20.38	15.02
	L	Honeywell	175.359	12/08/24	-0.73	182.212		192.347	-10.135	-5.27	-1.57
	L	C.H. Robinson	87.951	12/08/24	0.20	93.253		75.883	17.371	22.89	15.22
		United Airlines	36.018	12/08/24	-2.51	38.210		38.931	-0.721	-1.85	-8.55
		Home Depot	308.151	12/08/24	-0.81	327.015		278.244	48.771	17.53	17.18
	S	Johnson & Johnson	142.469	12/08/24	-0.46	153.527		147.436	6.092	4.13	9.05
	L	American Water	127.035	12/08/24	0.20	143.289		155.951	-12.663	-8.12	3.15
		Dow	46.533	12/08/24	-0.84	53.225		52.323	0.902	1.72	2.90
		Norfolk Southern	211.351	12/08/24	-1.02	242.370		210.911	31.459	14.92	6.38
	S	J.B. Hunt	145.044	12/08/24	-0.20	171.572		152.523	19.049	12.49	16.77
	L	Xcel Energy	51.702	12/08/24	0.10	62.074		58.792	3.282	5.58	9.82
		⇓instrument	freshest		⇓ Δday	31/01/22	Δwk	6/09/21	prc diff	⇓ Δ21	⇓∅-RS
		Boeing	146.256	12/08/24	-2.25	178.434		183.764	-5.330	-2.90	-6.22
	S	Cisco Systems	39.975	12/08/24	-1.34	49.607		50.049	-0.442	-0.88	8.11
		Verizon	36.116	12/08/24	-0.54	47.433		46.689	0.745	1.59	1.56
	L	AES	14.890	12/08/24	0.30	19.765		20.754	-0.990	-4.77	-7.26
	L	3M	109.926	12/08/24	-0.65	147.940		163.734	-15.794	-9.65	-7.39
		Dominion Resources	48.761	12/08/24	0.46	71.876		66.019	5.857	8.87	11.72
		Exelon	32.882	12/08/24	-0.54	51.639		41.963	9.676	23.06	28.02
		Alaska Air Group	30.823	12/08/24	-0.26	48.779		48.104	0.675	1.40	-3.43
	S	UPS	111.263	12/08/24	-0.76	180.189		166.219	13.970	8.40	10.41
		Walt Disney	76.590	12/08/24	-0.30	127.400		152.456	-25.055	-16.43	-13.62
	S	American Airlines	8.563	12/08/24	-2.54	14.676		16.315	-1.639	-10.05	-15.22
		Southwest Airlines	22.616	12/08/24	0.20	39.886		41.155	-1.269	-3.08	-9.44
		Nike	66.512	12/08/24	0.40	131.945		137.539	-5.594	-4.07	3.85
		Avis Budget	74.059	12/08/24	-4.43	156.994		77.778	79.216	101.85	99.47
	S	Intel	17.252	12/08/24	-1.78	43.503		45.071	-1.568	-3.48	-7.86
	S	Walgreens Boots	9.089	12/08/24	-4.49	44.341		43.201	1.140	2.64	3.65
DJCA - 65 out of 65 instruments rated - 31/01/22 / 6/09/21 - 44 did rise, Market-Ratio(21) in EUR = 67.69 %
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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