Share-o-matic - Portfolio

Mon, 30th Mar 2026, 22:22UTC

Assessment - Dow Jones Composite Average in Euro - 15/05/23 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	15/05/23	Δwk	19/12/22	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	11,613.211	12/08/24	-0.32	10,166.431		10,265.523	-99.092	-0.97	-3.06
		Matson	119.589	12/08/24	0.73	61.931		56.360	5.571	9.89	-6.74
		Uber Technologies	63.650	12/08/24	1.05	35.051		23.476	11.575	49.31	31.95
	L	Kirby	107.073	12/08/24	-0.14	65.120		58.722	6.399	10.90	2.50
		Ryder System	121.161	12/08/24	-1.29	74.650		78.518	-3.868	-4.93	-5.30
		Caterpillar	308.811	12/08/24	-0.66	194.175		218.562	-24.387	-11.16	-3.93
		American Express	217.849	12/08/24	-0.34	137.850		136.440	1.410	1.03	-6.90
		IBM	174.132	12/08/24	-1.03	113.368		130.663	-17.295	-13.24	-11.78
		JP Morgan Chase	189.488	12/08/24	0.19	124.276		122.374	1.903	1.55	3.03
	L	Goldman Sachs	446.174	12/08/24	-0.97	295.982		324.244	-28.262	-8.72	-7.14
	L	Amgen	294.080	12/08/24	-0.77	214.614		249.998	-35.384	-14.15	-10.19
	L	Walmart	63.135	12/08/24	1.10	46.526		44.787	1.739	3.88	5.69
		Microsoft	373.858	12/08/24	0.19	284.394		226.240	58.154	25.70	15.55
	L	PSEG	73.989	12/08/24	0.81	57.483		55.852	1.631	2.92	-2.87
	L	Apple	199.910	12/08/24	0.71	158.132		124.547	33.585	26.97	10.81
	S	FedEx	256.539	12/08/24	0.63	204.404		158.805	45.598	28.71	8.16
	S	Old Dominion FL	175.180	12/08/24	-1.35	140.827		136.520	4.307	3.16	0.37
	S	salesforce.com	230.954	12/08/24	-0.48	186.860		121.386	65.474	53.94	19.43
	L	3M	113.368	12/08/24	-0.65	92.350		114.912	-22.562	-19.63	-20.58
	L	Southern	80.137	12/08/24	0.46	66.554		64.838	1.716	2.65	-1.25
		Home Depot	317.799	12/08/24	-0.81	265.168		298.576	-33.408	-11.19	-7.53
	S	Union Pacific	217.573	12/08/24	-0.32	183.469		194.193	-10.724	-5.52	-8.58
	L	Duke Energy	104.187	12/08/24	0.62	88.527		94.307	-5.779	-6.13	-8.69
	S	UnitedHealth	519.501	12/08/24	1.17	447.424		492.656	-45.232	-9.18	-7.90
		Delta Air Lines	35.896	12/08/24	-0.61	30.989		30.974	0.014	0.05	-4.72
		⇓instrument	freshest		⇓ Δday	15/05/23	Δwk	19/12/22	prc diff	⇓ Δ21	⇓∅-RS
		Travelers Companies	192.742	12/08/24	-1.29	168.002		172.665	-4.663	-2.70	0.68
		Edison International	75.735	12/08/24	0.52	66.389		61.112	5.277	8.63	5.31
		Visa	238.839	12/08/24	0.05	213.952		192.716	21.237	11.02	6.37
		Norfolk Southern	217.968	12/08/24	-1.02	195.673		232.403	-36.729	-15.80	-11.95
		Verizon	37.247	12/08/24	-0.54	33.792		34.842	-1.050	-3.01	-14.37
		Atmos Energy	118.220	12/08/24	0.46	108.065		106.774	1.292	1.21	0.05
		FirstEnergy	38.782	12/08/24	0.55	35.666		38.586	-2.920	-7.57	-6.46
	L	AEP	89.272	12/08/24	-0.40	82.793		88.445	-5.652	-6.39	-8.20
	L	Procter & Gamble	153.298	12/08/24	-2.19	143.373		141.512	1.861	1.32	4.39
	L	Coca-Cola	62.648	12/08/24	-0.74	58.761		59.126	-0.365	-0.62	-0.40
		Expeditors Wash	109.462	12/08/24	0.03	103.562		101.627	1.935	1.90	3.40
	L	Sempra	72.592	12/08/24	0.74	69.168		73.993	-4.824	-6.52	-7.57
	S	CSX	30.786	12/08/24	-1.47	29.417		29.337	0.080	0.27	0.09
		Landstar System	170.116	12/08/24	-1.04	163.187		157.338	5.849	3.72	5.74
		Consolidated Edison	93.683	12/08/24	0.91	90.503		89.245	1.259	1.41	0.09
	L	Honeywell	180.850	12/08/24	-0.73	178.571		197.034	-18.464	-9.37	-4.04
	S	Johnson & Johnson	146.930	12/08/24	-0.46	146.626		165.109	-18.483	-11.19	-9.12
	L	NextEra Energy	71.296	12/08/24	0.15	71.259		78.584	-7.325	-9.32	-6.39
		Dow	47.990	12/08/24	-0.84	48.027		46.415	1.612	3.47	-5.90
		Dominion Resources	50.288	12/08/24	0.46	50.334		55.748	-5.415	-9.71	-20.84
	L	C.H. Robinson	90.705	12/08/24	0.20	91.918		87.984	3.935	4.47	-4.53
		Merck (MSD)	104.288	12/08/24	-0.93	106.944		102.972	3.972	3.86	12.05
	L	American Water	131.013	12/08/24	0.20	135.608		142.528	-6.920	-4.86	-3.94
	S	Cisco Systems	41.226	12/08/24	-1.34	43.285		44.599	-1.314	-2.95	-2.26
	S	J.B. Hunt	149.586	12/08/24	-0.20	161.321		168.920	-7.599	-4.50	-3.87
		⇓instrument	freshest		⇓ Δday	15/05/23	Δwk	19/12/22	prc diff	⇓ Δ21	⇓∅-RS
		Walt Disney	78.988	12/08/24	-0.30	85.338		80.711	4.628	5.73	-11.40
		Chevron	133.273	12/08/24	0.02	144.467		159.840	-15.374	-9.62	-8.41
	S	McDonald´s	247.634	12/08/24	0.58	271.932		250.120	21.812	8.72	8.17
		Exelon	33.911	12/08/24	-0.54	37.458		39.301	-1.843	-4.69	-7.90
		United Airlines	37.146	12/08/24	-2.51	41.539		35.735	5.803	16.24	4.72
		Southwest Airlines	23.324	12/08/24	0.20	26.697		34.202	-7.505	-21.94	-21.91
	L	Xcel Energy	53.320	12/08/24	0.10	62.409		65.299	-2.889	-4.42	-6.10
		Boeing	150.835	12/08/24	-2.25	186.346		174.707	11.639	6.66	16.71
		Alaska Air Group	31.788	12/08/24	-0.26	39.829		40.365	-0.535	-1.33	-6.40
	L	AES	15.356	12/08/24	0.30	20.209		26.533	-6.325	-23.84	-13.13
	S	UPS	114.746	12/08/24	-0.76	155.173		167.885	-12.712	-7.57	-10.92
	S	American Airlines	8.832	12/08/24	-2.54	13.123		11.742	1.381	11.76	-3.92
	S	Intel	17.792	12/08/24	-1.78	27.386		25.207	2.179	8.65	-7.79
		Nike	68.594	12/08/24	0.40	110.124		96.960	13.164	13.58	3.44
		Avis Budget	76.378	12/08/24	-4.43	149.714		161.910	-12.196	-7.53	-14.47
	S	Walgreens Boots	9.374	12/08/24	-4.49	28.948		36.996	-8.048	-21.75	-18.58
DJCA - 65 out of 65 instruments rated - 15/05/23 / 19/12/22 - 32 did rise, Market-Ratio(21) in EUR = 49.23 %
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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