Share-o-matic - Portfolio

Mon, 30th Mar 2026, 21:28UTC

Assessment - Dow Jones Composite Average in Euro - 2/05/22 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/05/22	Δwk	6/12/21	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	12,040.322	12/08/24	-0.32	10,767.193		10,567.104	200.089	1.89	6.63
		Uber Technologies	65.991	12/08/24	1.05	28.956		34.106	-5.150	-15.10	-18.48
		Ryder System	125.617	12/08/24	-1.29	67.696		71.783	-4.087	-5.69	-0.26
	L	Kirby	111.011	12/08/24	-0.14	61.513		48.966	12.547	25.62	17.92
		JP Morgan Chase	196.457	12/08/24	0.19	114.765		141.918	-27.153	-19.13	-14.05
		Caterpillar	320.169	12/08/24	-0.66	202.060		178.354	23.706	13.29	10.61
	L	Goldman Sachs	462.584	12/08/24	-0.97	295.768		344.959	-49.191	-14.26	-8.31
		Matson	123.988	12/08/24	0.73	84.199		75.788	8.411	11.10	21.80
		Microsoft	387.608	12/08/24	0.19	271.043		289.037	-17.995	-6.23	7.04
		IBM	180.536	12/08/24	-1.03	126.760		106.252	20.508	19.30	8.88
	S	FedEx	265.974	12/08/24	0.63	187.711		217.139	-29.428	-13.55	-14.09
	S	salesforce.com	239.448	12/08/24	-0.48	169.188		229.279	-60.090	-26.21	-18.49
	L	Amgen	304.895	12/08/24	-0.77	220.020		185.009	35.011	18.92	11.32
		American Express	225.861	12/08/24	-0.34	163.519		142.379	21.141	14.85	10.94
	L	Apple	207.262	12/08/24	0.71	150.504		146.490	4.014	2.74	14.90
	S	Old Dominion FL	181.622	12/08/24	-1.35	133.411		156.454	-23.044	-14.73	5.21
	L	Walmart	65.457	12/08/24	1.10	48.269		41.056	7.213	17.57	16.74
		Merck (MSD)	108.124	12/08/24	-0.93	83.513		65.058	18.455	28.37	23.24
		Travelers Companies	199.830	12/08/24	-1.29	162.061		134.528	27.534	20.47	16.59
		Visa	247.623	12/08/24	0.05	201.545		179.595	21.951	12.22	4.72
		Landstar System	176.372	12/08/24	-1.04	145.111		152.400	-7.289	-4.78	3.05
		Edison International	78.520	12/08/24	0.52	64.705		60.414	4.290	7.10	22.22
	L	Southern	83.084	12/08/24	0.46	69.754		57.295	12.459	21.75	22.82
		Expeditors Wash	113.488	12/08/24	0.03	95.289		111.915	-16.625	-14.86	-7.24
	L	PSEG	76.710	12/08/24	0.81	65.600		56.453	9.147	16.20	18.32
		⇓instrument	freshest		⇓ Δday	2/05/22	Δwk	6/12/21	prc diff	⇓ Δ21	⇓∅-RS
		Atmos Energy	122.568	12/08/24	0.46	106.485		83.790	22.695	27.09	21.93
	S	UnitedHealth	538.607	12/08/24	1.17	477.495		407.704	69.791	17.12	24.51
		Home Depot	329.487	12/08/24	-0.81	292.481		368.352	-75.872	-20.60	-0.75
	L	NextEra Energy	73.918	12/08/24	0.15	66.572		78.996	-12.424	-15.73	-4.47
		Consolidated Edison	97.128	12/08/24	0.91	87.667		72.084	15.583	21.62	26.57
		Boeing	156.383	12/08/24	-2.25	141.595		182.430	-40.835	-22.38	-23.22
	S	McDonald´s	256.741	12/08/24	0.58	234.998		226.656	8.343	3.68	11.15
	L	Coca-Cola	64.952	12/08/24	-0.74	60.446		48.656	11.790	24.23	21.84
	L	Procter & Gamble	158.936	12/08/24	-2.19	150.904		134.820	16.084	11.93	18.82
	L	Duke Energy	108.019	12/08/24	0.62	103.569		89.682	13.887	15.48	15.62
	S	Union Pacific	225.575	12/08/24	-0.32	221.878		218.034	3.844	1.76	10.39
	L	AEP	92.555	12/08/24	-0.40	93.498		73.981	19.518	26.38	22.69
	L	Sempra	75.262	12/08/24	0.74	76.062		55.585	20.477	36.84	29.13
		FirstEnergy	40.208	12/08/24	0.55	40.913		34.779	6.134	17.64	19.29
	L	Honeywell	187.501	12/08/24	-0.73	190.998		182.758	8.240	4.51	3.94
	S	CSX	31.919	12/08/24	-1.47	32.671		32.573	0.098	0.30	11.29
	L	American Water	135.831	12/08/24	0.20	141.805		154.111	-12.306	-7.98	-1.47
	S	J.B. Hunt	155.087	12/08/24	-0.20	162.100		173.286	-11.186	-6.46	3.05
		Norfolk Southern	225.985	12/08/24	-1.02	244.498		254.515	-10.017	-3.94	4.47
		Delta Air Lines	37.216	12/08/24	-0.61	40.656		33.796	6.860	20.30	15.25
	L	C.H. Robinson	94.041	12/08/24	0.20	103.188		86.749	16.439	18.95	23.24
		Chevron	138.175	12/08/24	0.02	152.210		102.965	49.245	47.83	51.52
	S	Cisco Systems	42.743	12/08/24	-1.34	47.507		50.472	-2.966	-5.88	-1.41
	S	Johnson & Johnson	152.333	12/08/24	-0.46	170.208		144.381	25.827	17.89	16.61
		Verizon	38.617	12/08/24	-0.54	44.048		45.253	-1.205	-2.66	-6.00
		⇓instrument	freshest		⇓ Δday	2/05/22	Δwk	6/12/21	prc diff	⇓ Δ21	⇓∅-RS
	L	3M	117.537	12/08/24	-0.65	139.023		157.017	-17.994	-11.46	-9.74
	L	AES	15.921	12/08/24	0.30	19.628		21.585	-1.958	-9.07	-5.69
		United Airlines	38.512	12/08/24	-2.51	47.821		38.980	8.841	22.68	17.99
	L	Xcel Energy	55.281	12/08/24	0.10	69.240		57.756	11.484	19.88	17.49
		Exelon	35.158	12/08/24	-0.54	44.448		47.433	-2.985	-6.29	6.00
		Dow	49.755	12/08/24	-0.84	63.895		47.743	16.152	33.83	20.94
		Walt Disney	81.893	12/08/24	-0.30	108.143		133.243	-25.100	-18.84	-22.11
	S	UPS	118.966	12/08/24	-0.76	170.151		179.045	-8.895	-4.97	-3.57
		Dominion Resources	52.137	12/08/24	0.46	77.224		65.828	11.396	17.31	14.73
		Alaska Air Group	32.957	12/08/24	-0.26	50.555		44.854	5.701	12.71	2.41
		Nike	71.117	12/08/24	0.40	120.129		149.671	-29.542	-19.74	-6.89
		Southwest Airlines	24.182	12/08/24	0.20	44.334		40.371	3.963	9.82	5.54
	S	American Airlines	9.156	12/08/24	-2.54	17.684		15.888	1.796	11.31	6.17
	S	Intel	18.446	12/08/24	-1.78	42.838		45.182	-2.344	-5.19	-5.08
		Avis Budget	79.187	12/08/24	-4.43	267.317		235.082	32.235	13.71	141.65
	S	Walgreens Boots	9.719	12/08/24	-4.49	40.513		42.799	-2.286	-5.34	-4.79
DJCA - 65 out of 65 instruments rated - 2/05/22 / 6/12/21 - 39 did rise, Market-Ratio(21) in EUR = 60.00 %
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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