Share-o-matic - Portfolio

Mon, 30th Mar 2026, 21:48UTC

Assessment - Dow Jones Composite Average in Euro - 11/04/22 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	11/04/22	Δwk	15/11/21	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	11,609.477	12/08/24	-0.32	10,640.520		10,687.591	-47.070	-0.44	6.17
		Uber Technologies	63.629	12/08/24	1.05	29.435		38.277	-8.841	-23.10	-19.34
		Ryder System	121.122	12/08/24	-1.29	57.869		76.650	-18.780	-24.50	-15.00
	L	Kirby	107.038	12/08/24	-0.14	59.321		51.240	8.081	15.77	14.65
		Caterpillar	308.712	12/08/24	-0.66	198.486		182.307	16.179	8.87	9.00
		JP Morgan Chase	189.428	12/08/24	0.19	122.188		146.190	-24.002	-16.42	-8.84
		Matson	119.551	12/08/24	0.73	78.393		81.758	-3.365	-4.12	15.55
	L	Goldman Sachs	446.031	12/08/24	-0.97	294.683		355.302	-60.619	-17.06	-8.29
		IBM	174.076	12/08/24	-1.03	116.097		104.332	11.764	11.28	0.08
	S	Old Dominion FL	175.123	12/08/24	-1.35	118.559		157.846	-39.287	-24.89	-5.45
		Microsoft	373.738	12/08/24	0.19	262.069		294.969	-32.900	-11.15	4.73
	S	FedEx	256.456	12/08/24	0.63	187.526		221.444	-33.918	-15.32	-15.30
	L	Walmart	63.115	12/08/24	1.10	47.249		42.981	4.268	9.93	15.66
		American Express	217.779	12/08/24	-0.34	163.134		160.733	2.401	1.49	12.69
	L	Apple	199.846	12/08/24	0.71	152.275		131.655	20.620	15.66	18.39
		Merck (MSD)	104.255	12/08/24	-0.93	79.587		73.455	6.133	8.35	18.84
		Landstar System	170.061	12/08/24	-1.04	131.669		157.626	-25.958	-16.47	-6.75
	S	salesforce.com	230.879	12/08/24	-0.48	179.561		268.129	-88.568	-33.03	-14.15
	L	Amgen	293.985	12/08/24	-0.77	230.475		182.035	48.440	26.61	17.21
		Expeditors Wash	109.427	12/08/24	0.03	89.041		113.127	-24.086	-21.29	-13.35
		Visa	238.762	12/08/24	0.05	197.292		186.336	10.956	5.88	2.79
	L	Southern	80.111	12/08/24	0.46	68.425		54.593	13.832	25.34	22.20
		Edison International	75.710	12/08/24	0.52	65.044		56.682	8.362	14.75	24.70
		Travelers Companies	192.680	12/08/24	-1.29	170.548		138.729	31.819	22.94	24.53
		Home Depot	317.697	12/08/24	-0.81	281.785		325.697	-43.912	-13.48	-4.09
		⇓instrument	freshest		⇓ Δday	11/04/22	Δwk	15/11/21	prc diff	⇓ Δ21	⇓∅-RS
	L	PSEG	73.965	12/08/24	0.81	65.899		55.594	10.305	18.54	20.51
	S	McDonald´s	247.554	12/08/24	0.58	230.089		222.006	8.084	3.64	10.02
	L	Coca-Cola	62.628	12/08/24	-0.74	58.622		49.695	8.927	17.96	20.09
		Atmos Energy	118.182	12/08/24	0.46	110.713		84.444	26.269	31.11	28.58
		Consolidated Edison	93.653	12/08/24	0.91	88.747		69.137	19.610	28.36	30.41
	S	UnitedHealth	519.334	12/08/24	1.17	493.748		395.668	98.081	24.79	31.81
	L	Procter & Gamble	153.249	12/08/24	-2.19	146.524		129.373	17.151	13.26	17.18
	L	Honeywell	180.792	12/08/24	-0.73	173.883		195.262	-21.379	-10.95	-5.73
		Delta Air Lines	35.885	12/08/24	-0.61	35.104		37.197	-2.093	-5.63	-0.65
	L	Duke Energy	104.153	12/08/24	0.62	104.944		88.297	16.647	18.85	18.77
	S	CSX	30.777	12/08/24	-1.47	31.456		30.886	0.570	1.85	8.03
	S	Union Pacific	217.503	12/08/24	-0.32	223.346		211.930	11.416	5.39	12.26
	L	C.H. Robinson	90.676	12/08/24	0.20	94.277		83.926	10.352	12.33	13.52
	L	AEP	89.243	12/08/24	-0.40	93.157		72.744	20.413	28.06	23.89
	S	J.B. Hunt	149.537	12/08/24	-0.20	156.823		174.970	-18.147	-10.37	0.46
		United Airlines	37.134	12/08/24	-2.51	38.971		44.306	-5.335	-12.04	-4.25
	L	Sempra	72.568	12/08/24	0.74	77.286		54.663	22.623	41.39	33.37
		Boeing	150.787	12/08/24	-2.25	160.801		204.583	-43.783	-21.40	-13.92
		Norfolk Southern	217.898	12/08/24	-1.02	235.014		241.719	-6.705	-2.77	0.71
	L	NextEra Energy	71.273	12/08/24	0.15	77.704		76.658	1.046	1.36	12.31
		FirstEnergy	38.769	12/08/24	0.55	43.069		34.625	8.444	24.39	28.17
	S	Johnson & Johnson	146.882	12/08/24	-0.46	165.220		143.522	21.698	15.12	14.55
		Chevron	133.230	12/08/24	0.02	152.101		102.533	49.568	48.34	56.00
	S	Cisco Systems	41.213	12/08/24	-1.34	48.581		50.266	-1.685	-3.35	1.47
		Dow	47.975	12/08/24	-0.84	56.914		52.592	4.322	8.22	8.51
		⇓instrument	freshest		⇓ Δday	11/04/22	Δwk	15/11/21	prc diff	⇓ Δ21	⇓∅-RS
	L	American Water	130.970	12/08/24	0.20	155.463		151.561	3.902	2.57	9.02
	L	3M	113.331	12/08/24	-0.65	137.916		160.891	-22.976	-14.28	-11.44
	L	Xcel Energy	53.303	12/08/24	0.10	68.315		56.445	11.870	21.03	16.98
		Exelon	33.900	12/08/24	-0.54	44.318		48.072	-3.753	-7.81	6.86
		Verizon	37.235	12/08/24	-0.54	49.518		45.992	3.527	7.67	5.76
	L	AES	15.352	12/08/24	0.30	22.683		21.969	0.714	3.25	8.59
		Walt Disney	78.963	12/08/24	-0.30	120.029		139.054	-19.026	-13.68	-15.01
		Alaska Air Group	31.778	12/08/24	-0.26	48.526		48.862	-0.336	-0.69	-2.35
	S	UPS	114.709	12/08/24	-0.76	175.325		185.651	-10.326	-5.56	0.44
		Dominion Resources	50.271	12/08/24	0.46	80.405		66.600	13.805	20.73	20.81
		Nike	68.572	12/08/24	0.40	114.820		148.200	-33.380	-22.52	-10.63
		Southwest Airlines	23.317	12/08/24	0.20	39.155		43.121	-3.966	-9.20	-7.85
	S	American Airlines	8.829	12/08/24	-2.54	15.590		17.835	-2.244	-12.58	-6.80
	S	Intel	17.786	12/08/24	-1.78	42.784		44.166	-1.382	-3.13	-6.15
		Avis Budget	76.353	12/08/24	-4.43	235.712		240.411	-4.699	-1.95	128.16
	S	Walgreens Boots	9.371	12/08/24	-4.49	40.818		43.200	-2.382	-5.51	-4.48
DJCA - 65 out of 65 instruments rated - 11/04/22 / 15/11/21 - 35 did rise, Market-Ratio(21) in EUR = 53.85 %
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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