Share-o-matic - Portfolio

Thu, Jun 8th, 2023, 15:45UTC

Assessment - Dow Jones Composite Average in Swiss Franc - 6/05/23 - RS = 21

		⇓instrument	freshest		⇓ Δday	6/05/23	⇓ Δwk	1/09/23	prc diff	⇓ Δ21	∅-RS
		DJCA	10,136.354	14:23	-0.01	10,018.484	1.18	10,298.914	-280.430	-2.72	-2.99
	L	Microsoft	294.503	14:29	0.60	304.126	-3.16	208.786	95.340	45.66	24.14
	L	salesforce.com	186.849	14:26	0.32	189.986	-1.65	135.225	54.761	40.50	21.63
		Boeing	196.554	14:24	2.45	189.008	3.99	191.733	-2.725	-1.42	16.59
	L	Apple	161.469	14:27	0.30	162.573	-0.68	119.644	42.930	35.88	14.44
		United Airlines	45.183	14:23	1.05	43.690	3.42	39.851	3.839	9.63	11.71
		Merck (MSD)	99.628	14:25	1.33	102.398	-2.71	101.470	0.929	0.92	7.65
		FedEx	204.235	14:24	0.45	200.143	2.04	174.423	25.720	14.75	7.18
	L	Kirby	68.852	14:22	-0.46	67.354	2.22	59.036	8.318	14.09	6.96
		Delta Air Lines	35.119	14:23	1.47	33.587	4.56	33.802	-0.215	-0.64	5.60
		JP Morgan Chase	126.665	14:25	-0.55	125.918	0.59	126.281	-0.363	-0.29	5.43
		Landstar System	168.693	14:23	-0.86	160.618	5.03	157.748	2.870	1.82	4.69
	L	Expeditors Wash	104.838	14:23	-0.87	103.439	1.35	100.982	2.457	2.43	4.57
		McDonald´s	257.557	14:25	0.92	261.115	-1.36	245.676	15.439	6.28	4.36
		American Express	154.609	14:24	-0.45	151.574	2.00	138.259	13.315	9.63	4.21
	L	Cisco Systems	45.043	14:28	-0.05	45.455	-0.91	44.658	0.797	1.78	3.85
	L	Walmart	136.365	14:26	0.42	135.614	0.55	133.249	2.365	1.77	3.48
		Visa	203.106	14:26	-0.41	205.295	-1.07	200.954	4.341	2.16	2.97
		Old Dominion FL	283.906	14:29	-0.79	283.902		281.638	2.263	0.80	1.58
		Caterpillar	211.179	14:24	-0.97	201.402	4.85	226.712	-25.310	-11.16	1.13
		American Airlines	13.828	14:22	0.76	13.407	3.14	13.431	-0.023	-0.17	0.63
	L	CSX	29.249	14:28	-0.83	29.087	0.56	29.546	-0.458	-1.55	0.56
		Alaska Air Group	43.825	14:22	0.10	41.897	4.60	42.029	-0.132	-0.31	0.25
	L	Matson	68.246	14:17	-1.15	64.711	5.46	58.291	6.419	11.01	0.12
		Procter & Gamble	132.101	14:25	0.77	132.119	-0.01	139.767	-7.647	-5.47	-2.37
		⇓instrument	freshest		⇓ Δday	6/05/23	⇓ Δwk	1/09/23	prc diff	⇓ Δ21	∅-RS
		Atmos Energy	105.983	14:23	-0.06	103.747	2.16	104.604	-0.857	-0.82	-2.57
		Edison International	61.832	14:23	-0.58	60.474	2.25	62.318	-1.844	-2.96	-2.69
		Honeywell	178.824	14:28	-0.43	178.507	0.18	193.664	-15.157	-7.83	-2.66
		Travelers Companies	158.581	14:20	0.22	157.857	0.46	173.853	-15.996	-9.20	-4.06
	L	PSEG	56.002	14:23	-0.47	55.549	0.81	58.365	-2.816	-4.82	-4.14
		Southern	63.796	14:25	0.48	63.090	1.12	65.728	-2.638	-4.01	-4.71
		IBM	122.039	14:25	0.32	120.079	1.63	131.962	-11.883	-9.00	-4.72
		American Water	132.536	14:21	-0.46	132.092	0.34	145.650	-13.558	-9.31	-4.86
		Coca-Cola	54.589	14:24	0.13	54.997	-0.74	57.556	-2.559	-4.45	-5.14
		Consolidated Edison	84.618	14:23	-0.07	84.147	0.56	89.832	-5.684	-6.33	-5.40
		Ryder System	75.451	14:21	-0.88	73.365	2.84	77.449	-4.084	-5.27	-5.50
	S	Dow	48.058	14:24	-1.46	46.623	3.08	50.818	-4.195	-8.25	-5.81
	L	UnitedHealth	443.352	14:26	1.58	451.011	-1.70	450.500	0.511	0.11	-5.62
	L	Intel	28.205	14:29	-0.40	27.032	4.34	26.944	0.088	0.33	-5.76
		Home Depot	274.613	14:25	0.54	265.343	3.49	292.155	-26.812	-9.18	-5.95
		Avis Budget	175.411	14:22	0.91	159.170	10.20	154.291	4.878	3.16	-6.63
	S	J.B. Hunt	156.069	14:22	-1.69	153.448	1.71	163.300	-9.852	-6.03	-7.19
	S	Goldman Sachs	300.776	14:25	-1.05	291.334	3.24	324.504	-33.170	-10.22	-7.41
	S	FirstEnergy	34.709	14:23	-0.42	34.528	0.52	38.977	-4.449	-11.41	-7.41
	L	Union Pacific	181.168	14:26	-0.67	179.910	0.70	194.390	-14.480	-7.45	-8.35
	S	Exelon	36.357	14:28	-0.45	36.194	0.45	40.586	-4.392	-10.82	-8.70
	S	Chevron	145.074	14:24	0.26	140.783	3.05	161.039	-20.256	-12.58	-8.72
	S	Nike	96.496	14:25	-0.47	95.237	1.32	114.771	-19.534	-17.02	-9.15
	L	Johnson & Johnson	143.775	14:25	0.19	143.327	0.31	161.406	-18.079	-11.20	-9.07
	S	Sempra	134.545	14:23	0.28	131.277	2.49	144.446	-13.168	-9.12	-10.41
		⇓instrument	freshest		⇓ Δday	6/05/23	⇓ Δwk	1/09/23	prc diff	⇓ Δ21	∅-RS
		Norfolk Southern	194.961	14:22	-1.29	194.051	0.47	233.707	-39.657	-16.97	-10.73
	S	Xcel Energy	58.211	14:30	-0.02	57.894	0.55	66.169	-8.276	-12.51	-10.91
	S	UPS	154.516	14:26	-0.48	151.954	1.69	167.023	-15.069	-9.02	-11.19
	S	NextEra Energy	67.327	14:25	0.27	66.621	1.06	77.283	-10.663	-13.80	-11.34
	S	Walt Disney	82.971	14:26	-0.94	82.382	0.71	87.120	-4.738	-5.44	-12.34
	S	C.H. Robinson	82.545	14:22	-0.78	82.744	-0.24	85.824	-3.079	-3.59	-12.45
		JetBlue Airways	6.613	14:23	-1.55	6.319	4.66	6.720	-0.401	-5.97	-12.51
	S	Duke Energy	82.753	14:24	-0.17	81.622	1.39	96.699	-15.077	-15.59	-13.56
	S	AEP	76.738	14:27	0.22	76.045	0.91	90.043	-13.998	-15.55	-13.59
	S	Amgen	200.085	14:27	-0.11	200.868	-0.39	248.315	-47.447	-19.11	-14.09
		Southwest Airlines	27.666	14:23	-0.75	27.159	1.87	32.735	-5.576	-17.03	-17.37
	S	Walgreens Boots	28.816	14:30	-0.31	28.291	1.86	33.416	-5.125	-15.34	-17.52
	S	Verizon	31.821	14:26	-0.31	31.197	2.00	38.030	-6.834	-17.97	-18.15
	S	AES	18.418	14:23	-1.62	18.178	1.32	25.050	-6.872	-27.43	-20.64
	S	3M	91.245	14:24	-0.21	88.701	2.87	116.555	-27.854	-23.90	-20.70
	S	Dominion Resources	47.506	14:24	-1.08	45.718	3.91	56.618	-10.901	-19.25	-24.92
DJCA - 65 out of 65 instruments rated - 6/05/23 / 1/09/23 - 19 did rise, Market-Ratio(21) in CHF = 29.23 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJCA RS = 21 - B/S = 14/13

1/07/19	scale up chart	6/05/23

Transactions Dow Jones Composite Average in Swiss Franc * 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
1/02/06		9/29/08	1001		- cash -
short	9/29/08	10/27/08	28		Avis Budget	100	1,503	6.653	1.634	27.089	20.436	307	40,716	> 999,999
long	10/27/08	11/03/08	7		Walmart	100	702	57.965	64.831		6.865	12	45,536	34,160
short	11/03/08	11/24/08	21		Avis Budget	100	17,950	2.537	0.672	9.570	7.033	277	171,776	> 999,999
long	11/24/08	1/05/09	42		Walmart	100	2,662	64.516	61.056		-3.460	-5	162,565	-38
short	1/05/09	3/16/09	70		Avis Budget	100	188,109	0.864	0.522	1.432	0.568	66	269,391	1,292
long	3/16/09	3/23/09	7		PG & E	100	6,169	43.664	45.470		1.806	4	280,530	727
short	3/23/09	3/30/09	7		Avis Budget	100	296,212	0.947	0.950	0.944	-0.003	0	279,684	-15
long	3/30/09	8/24/15	2338		Verizon	100	8,087	34.584	41.649		7.065	20	336,820	3
short	8/24/15	8/31/15	7		Chevron	100	5,016	67.138	78.354	55.923	-11.216	-17	280,563	-100
long	8/31/15	3/16/20	1659		JetBlue Airways	100	12,992	21.593	10.044		-11.550	-53	130,512	-15
short	3/16/20	4/27/20	42		Boeing	100	1,063	122.695	125.591	119.799	-2.896	-2	127,434	-19
long	4/27/20	5/04/20	7		Apple	100	1,844	69.093	70.771		1.678	2	130,527	249
short	5/04/20	5/18/20	14		United Airlines	100	5,351	24.392	23.396	25.430	1.038	4	136,083	197
long	5/18/20	5/25/20	7		Apple	100	1,782	76.344	77.382		1.038	1	137,933	102
short	5/25/20	6/01/20	7		United Airlines	100	5,594	24.654	28.303	21.005	-3.649	-15	117,520	-100
long	6/01/20	6/22/20	21		Apple	100	1,520	77.303	84.978		7.675	10	129,186	418
short	6/22/20	7/06/20	14		United Airlines	100	3,732	34.610	33.139	36.146	1.536	4	134,919	210
long	7/06/20	6/20/22	714		Apple	100	1,533	87.965	127.194		39.230	45	195,058	21
short	6/20/22	6/27/22	7		JetBlue Airways	100	23,624	8.257	8.363	8.151	-0.106	-1	192,554	-49
long	6/27/22	9/26/22	91		Chevron	100	1,366	140.875	140.220		-0.655	0	191,659	-2
short	9/26/22	10/17/22	21		JetBlue Airways	100	29,060	6.595	6.819	6.371	-0.224	-3	185,144	-45
long	10/17/22	6/05/23	231		PG & E	100	13,133	14.097	15.236		1.139	8	200,108	13
accum	9/29/08	6/05/23	5365	days out of 6366 invested (84%)							1,901		200,108	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	9/29/08	10/27/08	28	6.65	1.63	27.09	20.44	307.19
	short	11/03/08	11/24/08	21	2.54	0.67	9.57	7.03	277.25
	short	1/05/09	3/16/09	70	0.86	0.52	1.43	0.57	65.71
	short	3/23/09	3/30/09	7	0.95	0.95	0.94	-0.00	-0.30	2,437.85
Apple	long	4/27/20	5/04/20	7	69.09	70.77		1.68	2.43
	long	5/18/20	5/25/20	7	76.34	77.38		1.04	1.36
	long	6/01/20	6/22/20	21	77.30	84.98		7.67	9.93
	long	7/06/20	6/20/22	714	87.96	127.19		39.23	44.60	65.03
Verizon	long	3/30/09	8/24/15	2338	34.58	41.65		7.07	20.43	20.43
PG & E	long	3/16/09	3/23/09	7	43.66	45.47		1.81	4.14
	long	10/17/22	6/05/23	231	14.10	15.24		1.14	8.08	12.55
Walmart	long	10/27/08	11/03/08	7	57.97	64.83		6.87	11.84
	long	11/24/08	1/05/09	42	64.52	61.06		-3.46	-5.36	5.85
Boeing	short	3/16/20	4/27/20	42	122.70	125.59	119.80	-2.90	-2.36	-2.36
United Airlines	short	5/04/20	5/18/20	14	24.39	23.40	25.43	1.04	4.26
	short	5/25/20	6/01/20	7	24.65	28.30	21.01	-3.65	-14.80
	short	6/22/20	7/06/20	14	34.61	33.14	36.15	1.54	4.44	-7.23
Chevron	short	8/24/15	8/31/15	7	67.14	78.35	55.92	-11.22	-16.71
	long	6/27/22	9/26/22	91	140.88	140.22		-0.66	-0.47	-17.09
JetBlue Airways	long	8/31/15	3/16/20	1659	21.59	10.04		-11.55	-53.49
	short	6/20/22	6/27/22	7	8.26	8.36	8.15	-0.11	-1.28
	short	9/26/22	10/17/22	21	6.60	6.82	6.37	-0.22	-3.40	-55.64

Annotations

6/29/21	CSX	stock split 1:3 (three for one)
12/24/15	Nike	stock split 1:2 (two for one)
10/15/15	DJCA	American Airlines replaces Con-Way
3/19/15	Visa	forward stock split 1:4 (four for one)
3/18/15	DJIA	Apple replaces AT&T


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