Share-o-matic - Portfolio

Mon, 9th Nov 2026, 13:15UTC

Assessment - Dow Jones Composite Average in Dollar - 29/08/22 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	29/08/22	⇓ Δwk	4/04/22	prc diff	⇓ Δ21	∅-RS
		DJCA	12,636.800	12/08/24	-0.32	11,040.800		11,888.800	-848.000	-7.13	-3.54
		Chevron	145.020	12/08/24	0.02	164.630		164.370	0.260	0.16	23.74
	L	Sempra	78.990	12/08/24	0.74	84.145		83.380	0.765	0.92	17.90
		Consolidated Edison	101.940	12/08/24	0.91	99.210		95.450	3.760	3.94	15.22
	L	C.H. Robinson	98.700	12/08/24	0.20	115.030		102.720	12.310	11.98	14.72
	L	Southern	87.200	12/08/24	0.46	78.680		73.120	5.560	7.60	14.69
	L	Kirby	116.510	12/08/24	-0.14	68.910		69.680	-0.770	-1.11	13.46
	L	AEP	97.140	12/08/24	-0.40	102.930		100.650	2.280	2.27	12.42
	L	AES	16.710	12/08/24	0.30	25.480		26.160	-0.680	-2.60	11.98
	S	UnitedHealth	565.290	12/08/24	1.17	529.770		510.020	19.750	3.87	11.29
		Atmos Energy	128.640	12/08/24	0.46	116.360		119.180	-2.820	-2.37	10.74
	L	Xcel Energy	58.020	12/08/24	0.10	75.620		72.700	2.920	4.02	9.73
		Edison International	82.410	12/08/24	0.52	69.650		70.800	-1.150	-1.62	8.55
	L	NextEra Energy	77.580	12/08/24	0.15	87.020		85.620	1.400	1.64	7.18
		Merck (MSD)	113.480	12/08/24	-0.93	87.590		83.490	4.100	4.91	6.40
		Dominion Resources	54.720	12/08/24	0.46	83.610		85.350	-1.740	-2.04	5.69
	L	Coca-Cola	68.170	12/08/24	-0.74	62.730		62.540	0.190	0.30	4.84
	L	Amgen	320.000	12/08/24	-0.77	239.380		244.870	-5.490	-2.24	4.55
	L	Duke Energy	113.370	12/08/24	0.62	109.200		111.790	-2.590	-2.32	3.81
		Ryder System	131.840	12/08/24	-1.29	80.620		72.750	7.870	10.82	3.48
	L	Apple	217.530	12/08/24	0.71	161.380		178.440	-17.060	-9.56	3.10
	S	McDonald´s	269.460	12/08/24	0.58	255.660		246.830	8.830	3.58	2.59
	L	PSEG	80.510	12/08/24	0.81	66.420		70.290	-3.870	-5.51	1.97
	S	UPS	124.860	12/08/24	-0.76	197.270		205.210	-7.940	-3.87	0.49
		Travelers Companies	209.730	12/08/24	-1.29	165.360		181.820	-16.460	-9.05	0.23
		⇓instrument	freshest		⇓ Δday	29/08/22	⇓ Δwk	4/04/22	prc diff	⇓ Δ21	∅-RS
	S	Union Pacific	236.750	12/08/24	-0.32	232.410		257.740	-25.330	-9.83	0.21
		FirstEnergy	42.200	12/08/24	0.55	40.180		46.310	-6.130	-13.24	-0.30
		Avis Budget	83.110	12/08/24	-4.43	176.460		283.740	-107.280	-37.81	-0.65
		IBM	189.480	12/08/24	-1.03	130.310		130.270	0.040	0.03	-1.20
	S	CSX	33.500	12/08/24	-1.47	32.720		35.610	-2.890	-8.12	-2.12
		Norfolk Southern	237.180	12/08/24	-1.02	251.850		266.900	-15.050	-5.64	-2.98
	L	Honeywell	196.790	12/08/24	-0.73	192.420		196.070	-3.650	-1.86	-3.42
	S	J.B. Hunt	162.770	12/08/24	-0.20	175.670		177.130	-1.460	-0.82	-4.08
	S	Johnson & Johnson	159.880	12/08/24	-0.46	163.000		176.470	-13.470	-7.63	-4.27
	L	Goldman Sachs	485.500	12/08/24	-0.97	333.920		328.210	5.710	1.74	-4.37
	L	Walmart	68.700	12/08/24	1.10	44.293		50.347	-6.053	-12.02	-4.47
		Visa	259.890	12/08/24	0.05	202.330		227.740	-25.410	-11.16	-4.78
		Caterpillar	336.030	12/08/24	-0.66	191.780		220.810	-29.030	-13.15	-5.19
	L	Procter & Gamble	166.810	12/08/24	-2.19	141.690		154.080	-12.390	-8.04	-5.34
	S	Old Dominion FL	190.620	12/08/24	-1.35	139.895		138.855	1.040	0.75	-5.49
	S	FedEx	279.150	12/08/24	0.63	216.730		217.990	-1.260	-0.58	-5.58
	L	American Water	142.560	12/08/24	0.20	151.640		166.250	-14.610	-8.79	-5.99
		Landstar System	185.110	12/08/24	-1.04	148.400		142.640	5.760	4.04	-6.19
		Expeditors Wash	119.110	12/08/24	0.03	103.650		100.460	3.190	3.18	-6.76
		Exelon	36.900	12/08/24	-0.54	45.000		47.340	-2.340	-4.94	-6.83
		Boeing	164.130	12/08/24	-2.25	165.420		191.180	-25.760	-13.47	-7.07
		American Express	237.050	12/08/24	-0.34	154.540		187.660	-33.120	-17.65	-7.28
		Dow	52.220	12/08/24	-0.84	53.570		64.010	-10.440	-16.31	-8.73
		Microsoft	406.810	12/08/24	0.19	265.230		314.970	-49.740	-15.79	-9.15
		Home Depot	345.810	12/08/24	-0.81	296.320		305.580	-9.260	-3.03	-10.31
		⇓instrument	freshest		⇓ Δday	29/08/22	⇓ Δwk	4/04/22	prc diff	⇓ Δ21	∅-RS
		Uber Technologies	69.260	12/08/24	1.05	28.740		36.510	-7.770	-21.28	-10.84
		Alaska Air Group	34.590	12/08/24	-0.26	44.640		57.160	-12.520	-21.90	-12.31
	S	Cisco Systems	44.860	12/08/24	-1.34	45.710		55.870	-10.160	-18.19	-12.44
		Matson	130.130	12/08/24	0.73	75.090		102.250	-27.160	-26.56	-13.74
		Walt Disney	85.950	12/08/24	-0.30	113.530		138.580	-25.050	-18.08	-14.11
		Southwest Airlines	25.380	12/08/24	0.20	37.430		45.930	-8.500	-18.51	-14.36
		Delta Air Lines	39.060	12/08/24	-0.61	32.030		39.400	-7.370	-18.71	-14.65
		Verizon	40.530	12/08/24	-0.54	43.330		52.460	-9.130	-17.40	-15.52
		United Airlines	40.420	12/08/24	-2.51	36.020		45.530	-9.510	-20.89	-16.16
		JP Morgan Chase	206.190	12/08/24	0.19	114.390		135.910	-21.520	-15.83	-17.82
		Nike	74.640	12/08/24	0.40	107.880		134.340	-26.460	-19.70	-19.59
	L	3M	123.360	12/08/24	-0.65	126.440		149.530	-23.090	-15.44	-19.81
	S	American Airlines	9.610	12/08/24	-2.54	13.510		18.230	-4.720	-25.89	-20.23
	S	Walgreens Boots	10.200	12/08/24	-4.49	35.960		43.400	-7.440	-17.14	-20.92
	S	salesforce.com	251.310	12/08/24	-0.48	160.210		218.850	-58.640	-26.79	-24.72
	S	Intel	19.360	12/08/24	-1.78	32.940		49.200	-16.260	-33.05	-28.37
DJCA - 65 out of 65 instruments rated - 29/08/22 / 4/04/22 - 18 did rise, Market-Ratio(21) in USD = 27.69 %
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 Dollar * 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	1,639	6.100	1.400	26.579	20.479	336	43,564	> 999,999
long	27/10/08	3/11/08	7		Walmart	100	2,631	16.557	18.657		2.100	13	49,090	50,504
short	3/11/08	24/11/08	21		Avis Budget	100	22,415	2.190	0.550	8.720	6.530	298	195,464	> 999,999
long	24/11/08	5/01/09	42		Walmart	100	11,112	17.590	18.840		1.250	7	209,354	82
short	5/01/09	16/03/09	70		Avis Budget	100	261,692	0.800	0.440	1.455	0.655	82	380,631	2,158
long	16/03/09	23/03/09	7		PG & E	100	10,332	36.840	40.330		3.490	9	416,690	11,111
short	23/03/09	30/03/09	7		Avis Budget	100	496,059	0.840	0.830	0.850	0.010	1	421,700	86
long	30/03/09	24/08/15	2338		Verizon	100	13,954	30.220	44.740		14.520	48	624,312	6
short	24/08/15	31/08/15	7		Chevron	100	8,656	72.120	80.990	63.250	-8.870	-12	547,534	-100
long	31/08/15	16/03/20	1659		JetBlue Airways	100	24,531	22.320	10.610		-11.710	-52	260,276	-15
short	16/03/20	27/04/20	42		Boeing	100	2,008	129.610	128.680	130.547	0.937	1	262,156	6
long	27/04/20	4/05/20	7		Apple	100	3,703	70.793	73.290		2.498	4	271,405	510
short	4/05/20	18/05/20	14		United Airlines	100	10,744	25.260	24.130	26.443	1.183	5	284,114	230
long	18/05/20	25/05/20	7		Apple	100	3,608	78.740	79.723		0.983	1	287,659	91
short	25/05/20	1/06/20	7		United Airlines	100	11,325	25.400	29.460	21.340	-4.060	-16	241,679	-100
long	1/06/20	22/06/20	21		Apple	100	3,003	80.463	89.718		9.255	12	269,472	563
short	22/06/20	6/07/20	14		United Airlines	100	7,374	36.540	35.210	37.920	1.380	4	279,650	163
long	6/07/20	20/06/22	714		Apple	100	2,992	93.463	131.560		38.098	41	393,637	19
short	20/06/22	27/06/22	7		JetBlue Airways	100	46,093	8.540	8.760	8.320	-0.220	-3	383,497	-74
long	27/06/22	26/09/22	91		Chevron	100	2,598	147.570	140.960		-6.610	-4	366,324	-17
short	26/09/22	17/10/22	21		JetBlue Airways	100	55,252	6.630	6.850	6.410	-0.220	-3	354,169	-44
long	17/10/22	12/08/24	665		PG & E	100	25,011	14.160	18.230		4.070	29	455,963	15
accum	29/09/08	12/08/24	6615	days out of 7616 invested (87%)							4,460		455,963	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	6.10	1.40	26.58	20.48	335.71
	short	3/11/08	24/11/08	21	2.19	0.55	8.72	6.53	298.18
	short	5/01/09	16/03/09	70	0.80	0.44	1.45	0.65	81.81
	short	23/03/09	30/03/09	7	0.84	0.83	0.85	0.01	1.20	3,092.27
Apple	long	27/04/20	4/05/20	7	70.79	73.29		2.50	3.53
	long	18/05/20	25/05/20	7	78.74	79.72		0.98	1.25
	long	1/06/20	22/06/20	21	80.46	89.72		9.26	11.50
	long	6/07/20	20/06/22	714	93.46	131.56		38.10	40.76	64.52
Verizon	long	30/03/09	24/08/15	2338	30.22	44.74		14.52	48.05	48.05
PG & E	long	16/03/09	23/03/09	7	36.84	40.33		3.49	9.47
	long	17/10/22	12/08/24	665	14.16	18.23		4.07	28.74	40.94
Walmart	long	27/10/08	3/11/08	7	16.56	18.66		2.10	12.68
	long	24/11/08	5/01/09	42	17.59	18.84		1.25	7.11	20.69
Boeing	short	16/03/20	27/04/20	42	129.61	128.68	130.55	0.94	0.72	0.72
United Airlines	short	4/05/20	18/05/20	14	25.26	24.13	26.44	1.18	4.68
	short	25/05/20	1/06/20	7	25.40	29.46	21.34	-4.06	-15.98
	short	22/06/20	6/07/20	14	36.54	35.21	37.92	1.38	3.78	-8.73
Chevron	short	24/08/15	31/08/15	7	72.12	80.99	63.25	-8.87	-12.30
	long	27/06/22	26/09/22	91	147.57	140.96		-6.61	-4.48	-16.23
JetBlue Airways	long	31/08/15	16/03/20	1659	22.32	10.61		-11.71	-52.46
	short	20/06/22	27/06/22	7	8.54	8.76	8.32	-0.22	-2.58
	short	26/09/22	17/10/22	21	6.63	6.85	6.41	-0.22	-3.32	-55.23

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


	is taking down something concerning