Share-o-matic - Portfolio

Mon, 30th Mar 2026, 22:30UTC

Assessment - Dow Jones Composite Average in Euro - 13/03/23 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	13/03/23	Δwk	17/10/22	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	11,763.589	12/08/24	-0.32	9,974.680		10,248.589	-273.909	-2.67	-5.70
		Uber Technologies	64.474	12/08/24	1.05	28.690		26.358	2.333	8.85	8.59
		Matson	121.138	12/08/24	0.73	55.975		71.432	-15.457	-21.64	-21.88
	L	Kirby	108.459	12/08/24	-0.14	64.102		68.231	-4.129	-6.05	1.37
		Microsoft	378.699	12/08/24	0.19	236.374		241.354	-4.980	-2.06	-4.25
		JP Morgan Chase	191.942	12/08/24	0.19	122.181		117.725	4.455	3.78	1.60
	L	Goldman Sachs	451.952	12/08/24	-0.97	293.708		311.648	-17.940	-5.76	-7.80
		Ryder System	122.730	12/08/24	-1.29	80.486		78.575	1.911	2.43	5.04
		IBM	176.387	12/08/24	-1.03	116.902		123.476	-6.574	-5.32	-9.49
		American Express	220.670	12/08/24	-0.34	146.738		143.819	2.919	2.03	-2.84
	L	Walmart	63.953	12/08/24	1.10	42.626		44.495	-1.869	-4.20	-3.58
		Caterpillar	312.810	12/08/24	-0.66	209.173		183.711	25.462	13.86	3.63
	L	Apple	202.499	12/08/24	0.71	140.072		144.703	-4.630	-3.20	-1.98
	S	salesforce.com	233.944	12/08/24	-0.48	163.382		149.550	13.833	9.25	4.34
	S	FedEx	259.861	12/08/24	0.63	183.750		159.507	24.243	15.20	-1.91
	L	PSEG	74.947	12/08/24	0.81	53.126		56.160	-3.033	-5.40	-12.20
	L	Amgen	297.888	12/08/24	-0.77	217.067		257.002	-39.935	-15.54	-9.32
	L	Southern	81.174	12/08/24	0.46	60.648		65.315	-4.667	-7.15	-10.50
		Edison International	76.715	12/08/24	0.52	62.733		58.040	4.694	8.09	-0.05
	S	UnitedHealth	526.228	12/08/24	1.17	431.639		530.282	-98.643	-18.60	-11.91
		Travelers Companies	195.238	12/08/24	-1.29	160.319		167.453	-7.134	-4.26	-4.54
	S	Union Pacific	220.390	12/08/24	-0.32	181.618		201.797	-20.179	-10.00	-13.12
		Visa	241.931	12/08/24	0.05	199.650		188.233	11.417	6.07	0.34
	L	Procter & Gamble	155.283	12/08/24	-2.19	128.594		129.390	-0.796	-0.61	-7.01
		Home Depot	321.914	12/08/24	-0.81	266.721		285.788	-19.067	-6.67	-8.03
		⇓instrument	freshest		⇓ Δday	13/03/23	Δwk	17/10/22	prc diff	⇓ Δ21	⇓∅-RS
	L	Duke Energy	105.536	12/08/24	0.62	87.663		90.535	-2.872	-3.17	-11.71
	L	3M	114.836	12/08/24	-0.65	96.348		115.693	-19.345	-16.72	-22.40
		Atmos Energy	119.751	12/08/24	0.46	102.892		101.234	1.658	1.64	-5.19
	S	Old Dominion FL	177.448	12/08/24	-1.35	153.235		135.705	17.530	12.92	12.04
	S	CSX	31.185	12/08/24	-1.47	27.052		28.603	-1.551	-5.42	-10.38
		Norfolk Southern	220.791	12/08/24	-1.02	193.283		222.628	-29.345	-13.18	-16.90
	L	Coca-Cola	63.459	12/08/24	-0.74	55.677		56.587	-0.910	-1.61	-5.79
		Verizon	37.729	12/08/24	-0.54	34.015		37.779	-3.764	-9.96	-18.10
		Expeditors Wash	110.879	12/08/24	0.03	100.304		93.481	6.823	7.30	1.51
		Consolidated Edison	94.896	12/08/24	0.91	86.378		84.357	2.022	2.40	-3.94
	L	Sempra	73.532	12/08/24	0.74	67.011		73.601	-6.590	-8.95	-11.72
		Delta Air Lines	36.361	12/08/24	-0.61	33.214		31.631	1.583	5.01	-0.12
		FirstEnergy	39.284	12/08/24	0.55	36.119		37.514	-1.396	-3.72	-7.23
	L	AEP	90.428	12/08/24	-0.40	83.204		86.419	-3.216	-3.72	-9.01
		Merck (MSD)	105.638	12/08/24	-0.93	98.424		95.635	2.789	2.92	8.54
	L	NextEra Energy	72.219	12/08/24	0.15	68.226		74.836	-6.610	-8.83	-10.91
		Landstar System	172.319	12/08/24	-1.04	163.168		148.249	14.919	10.06	8.68
	L	American Water	132.709	12/08/24	0.20	126.947		133.536	-6.589	-4.93	-11.42
	S	Johnson & Johnson	148.832	12/08/24	-0.46	142.483		169.272	-26.789	-15.83	-13.50
	S	McDonald´s	250.840	12/08/24	0.58	244.901		250.448	-5.547	-2.21	-0.08
	L	Honeywell	183.192	12/08/24	-0.73	179.757		179.890	-0.134	-0.07	-3.37
		Dominion Resources	50.939	12/08/24	0.46	50.455		66.331	-15.876	-23.93	-26.27
		Dow	48.612	12/08/24	-0.84	48.779		45.989	2.790	6.07	-7.24
	L	C.H. Robinson	91.880	12/08/24	0.20	94.291		97.840	-3.549	-3.63	-3.19
	S	J.B. Hunt	151.522	12/08/24	-0.20	161.558		168.419	-6.861	-4.07	-4.68
		⇓instrument	freshest		⇓ Δday	13/03/23	Δwk	17/10/22	prc diff	⇓ Δ21	⇓∅-RS
		Walt Disney	80.011	12/08/24	-0.30	86.201		98.897	-12.696	-12.84	-14.18
	S	Cisco Systems	41.760	12/08/24	-1.34	45.065		41.965	3.100	7.39	0.53
		Chevron	134.999	12/08/24	0.02	147.743		163.907	-16.164	-9.86	-6.43
		Exelon	34.350	12/08/24	-0.54	38.530		37.697	0.833	2.21	-6.93
	L	Xcel Energy	54.011	12/08/24	0.10	60.788		61.576	-0.788	-1.28	-9.51
		United Airlines	37.627	12/08/24	-2.51	45.456		36.681	8.775	23.92	14.71
		Southwest Airlines	23.626	12/08/24	0.20	28.914		33.247	-4.333	-13.03	-20.71
		Boeing	152.789	12/08/24	-2.25	189.317		138.281	51.036	36.91	21.96
		Alaska Air Group	32.200	12/08/24	-0.26	41.034		42.199	-1.165	-2.76	-7.54
	L	AES	15.555	12/08/24	0.30	21.318		24.264	-2.947	-12.14	-8.16
	S	Intel	18.022	12/08/24	-1.78	25.088		26.845	-1.758	-6.55	-21.06
	S	UPS	116.232	12/08/24	-0.76	169.638		167.372	2.266	1.35	-3.55
	S	American Airlines	8.946	12/08/24	-2.54	13.824		13.413	0.411	3.07	-2.36
		Nike	69.482	12/08/24	0.40	108.785		91.419	17.366	19.00	1.67
		Avis Budget	77.367	12/08/24	-4.43	175.447		184.280	-8.833	-4.79	-5.47
	S	Walgreens Boots	9.495	12/08/24	-4.49	31.250		33.531	-2.281	-6.80	-16.31
DJCA - 65 out of 65 instruments rated - 13/03/23 / 17/10/22 - 24 did rise, Market-Ratio(21) in EUR = 36.92 %
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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