Share-o-matic - Portfolio

Mon, 30th Mar 2026, 21:24UTC

Assessment - Dow Jones Composite Average in Euro - 17/06/24 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	17/06/24	Δwk	22/01/24	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	11,796.423	12/08/24	-0.32	11,490.890		11,257.845	233.044	2.07	4.56
	L	3M	115.156	12/08/24	-0.65	93.845		99.119	-5.275	-5.32	3.14
	S	UnitedHealth	527.697	12/08/24	1.17	456.695		470.719	-14.024	-2.98	-1.96
		Edison International	76.930	12/08/24	0.52	66.773		62.076	4.697	7.57	5.21
	L	C.H. Robinson	92.136	12/08/24	0.20	80.094		79.950	0.144	0.18	3.94
	L	Duke Energy	105.831	12/08/24	0.62	94.097		87.227	6.870	7.88	8.78
		Consolidated Edison	95.161	12/08/24	0.91	84.622		81.850	2.772	3.39	0.98
	L	Southern	81.401	12/08/24	0.46	72.514		63.149	9.365	14.83	11.79
		IBM	176.879	12/08/24	-1.03	158.228		158.589	-0.361	-0.23	8.11
	S	FedEx	260.586	12/08/24	0.63	233.430		230.033	3.397	1.48	-0.74
	L	American Water	133.079	12/08/24	0.20	120.160		116.407	3.753	3.22	0.72
	L	AEP	90.680	12/08/24	-0.40	81.914		70.894	11.021	15.55	8.93
		Dominion Resources	51.081	12/08/24	0.46	46.161		41.356	4.805	11.62	4.25
		Atmos Energy	120.085	12/08/24	0.46	108.556		103.817	4.739	4.56	2.41
		FirstEnergy	39.394	12/08/24	0.55	35.697		33.667	2.030	6.03	3.42
		Ryder System	123.072	12/08/24	-1.29	111.628		105.506	6.122	5.80	13.55
	L	PSEG	75.156	12/08/24	0.81	68.211		53.248	14.962	28.10	17.21
	S	Old Dominion FL	177.943	12/08/24	-1.35	162.354		184.304	-21.951	-11.91	-11.32
	S	Johnson & Johnson	149.248	12/08/24	-0.46	136.244		149.082	-12.838	-8.61	-6.07
	S	salesforce.com	234.597	12/08/24	-0.48	215.153		257.203	-42.051	-16.35	-4.39
	L	Xcel Energy	54.162	12/08/24	0.10	49.699		54.074	-4.375	-8.09	-7.46
	L	Coca-Cola	63.637	12/08/24	-0.74	58.456		54.661	3.794	6.94	6.36
		Matson	121.476	12/08/24	0.73	112.608		111.213	1.395	1.25	23.38
	L	Goldman Sachs	453.213	12/08/24	-0.97	420.242		354.157	66.085	18.66	25.35
		Norfolk Southern	221.407	12/08/24	-1.02	206.210		220.352	-14.143	-6.42	-0.82
		⇓instrument	freshest		⇓ Δday	17/06/24	Δwk	22/01/24	prc diff	⇓ Δ21	⇓∅-RS
	L	NextEra Energy	72.421	12/08/24	0.15	67.501		52.166	15.336	29.40	15.69
	S	Union Pacific	221.006	12/08/24	-0.32	206.658		223.078	-16.420	-7.36	-1.63
	S	McDonald´s	251.540	12/08/24	0.58	236.651		273.821	-37.170	-13.57	-8.30
		JP Morgan Chase	192.478	12/08/24	0.19	182.013		156.093	25.921	16.61	19.87
	L	Sempra	73.737	12/08/24	0.74	69.863		65.792	4.071	6.19	4.80
	L	Amgen	298.719	12/08/24	-0.77	283.111		284.603	-1.492	-0.52	12.92
		Exelon	34.446	12/08/24	-0.54	32.831		31.988	0.844	2.64	-6.83
		Caterpillar	313.683	12/08/24	-0.66	300.960		264.883	36.076	13.62	12.40
		American Express	221.286	12/08/24	-0.34	213.090		169.765	43.324	25.52	25.76
	S	J.B. Hunt	151.945	12/08/24	-0.20	147.502		190.475	-42.973	-22.56	-14.43
	S	CSX	31.272	12/08/24	-1.47	30.441		31.887	-1.445	-4.53	-1.30
		Verizon	37.835	12/08/24	-0.54	36.836		36.319	0.517	1.42	8.06
		Landstar System	172.800	12/08/24	-1.04	168.422		182.231	-13.809	-7.58	-1.59
	L	Walmart	64.131	12/08/24	1.10	62.936		49.670	13.267	26.71	22.70
		Travelers Companies	195.782	12/08/24	-1.29	194.289		196.238	-1.949	-0.99	12.01
	L	Apple	203.064	12/08/24	0.71	202.261		177.913	24.348	13.69	19.72
	L	Procter & Gamble	155.717	12/08/24	-2.19	156.361		135.676	20.685	15.25	9.79
		Home Depot	322.813	12/08/24	-0.81	326.257		327.299	-1.041	-0.32	6.98
		Uber Technologies	64.654	12/08/24	1.05	65.802		59.231	6.571	11.09	27.62
	S	Cisco Systems	41.877	12/08/24	-1.34	42.652		47.321	-4.669	-9.87	-8.87
	L	Kirby	108.762	12/08/24	-0.14	110.806		72.133	38.674	53.61	41.06
		Expeditors Wash	111.189	12/08/24	0.03	115.502		118.068	-2.566	-2.17	4.60
		Visa	242.607	12/08/24	0.05	253.137		248.853	4.284	1.72	7.04
		Chevron	135.376	12/08/24	0.02	143.003		130.749	12.254	9.37	-0.50
		Dow	48.747	12/08/24	-0.84	51.557		49.147	2.410	4.90	3.15
		⇓instrument	freshest		⇓ Δday	17/06/24	Δwk	22/01/24	prc diff	⇓ Δ21	⇓∅-RS
	L	Honeywell	183.703	12/08/24	-0.73	197.855		184.474	13.381	7.25	9.07
		Boeing	153.215	12/08/24	-2.25	166.527		197.220	-30.693	-15.56	-11.55
	S	UPS	116.557	12/08/24	-0.76	126.816		145.531	-18.716	-12.86	-11.87
		Microsoft	379.756	12/08/24	0.19	418.552		363.837	54.715	15.04	22.54
		Merck (MSD)	105.933	12/08/24	-0.93	119.021		109.589	9.432	8.61	12.77
	L	AES	15.599	12/08/24	0.30	17.587		15.397	2.190	14.22	8.06
		Southwest Airlines	23.692	12/08/24	0.20	26.857		27.675	-0.818	-2.96	-0.93
		Walt Disney	80.234	12/08/24	-0.30	94.769		87.245	7.523	8.62	8.25
		Alaska Air Group	32.290	12/08/24	-0.26	38.413		31.960	6.453	20.19	4.07
	S	American Airlines	8.971	12/08/24	-2.54	10.679		12.498	-1.818	-14.55	-17.61
		United Airlines	37.732	12/08/24	-2.51	47.011		35.282	11.729	33.24	12.73
		Avis Budget	77.583	12/08/24	-4.43	98.512		155.735	-57.223	-36.74	-31.93
		Delta Air Lines	36.462	12/08/24	-0.61	46.404		33.933	12.471	36.75	20.19
		Nike	69.676	12/08/24	0.40	88.682		92.274	-3.592	-3.89	-5.57
	S	Walgreens Boots	9.522	12/08/24	-4.49	14.142		20.701	-6.559	-31.68	-30.58
	S	Intel	18.073	12/08/24	-1.78	28.920		44.247	-15.327	-34.64	-17.05
DJCA - 65 out of 65 instruments rated - 17/06/24 / 22/01/24 - 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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