Share-o-matic - Portfolio

Thu, Sep 18th, 2025, 8:09UTC

Assessment - Dow Jones Composite Average in Euro - 7/01/24 - RS = 17

		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	3/04/24	prc diff	⇓ Δ17	⇓∅-RS
		DJCA	11,781.246	8/12/24	-0.32	11,604.389	1.52	11,446.304	158.085	1.38	5.40
	L	3M	115.008	8/12/24	-0.65	93.798	22.61	84.198	9.600	11.40	3.12
	L	AES	15.579	8/12/24	0.30	16.259	-4.19	14.797	1.462	9.88	0.08
		Alaska Air Group	32.248	8/12/24	-0.26	37.376	-13.72	33.950	3.426	10.09	1.57
	S	American Airlines	8.959	8/12/24	-2.54	10.293	-12.95	13.637	-3.345	-24.53	-20.05
	L	AEP	90.563	8/12/24	-0.40	81.371	11.30	78.222	3.149	4.03	8.11
		American Express	221.001	8/12/24	-0.34	217.980	1.39	201.573	16.408	8.14	27.96
	L	American Water	132.908	8/12/24	0.20	119.110	11.58	112.062	7.049	6.29	0.07
	L	Amgen	298.335	8/12/24	-0.77	289.954	2.89	257.263	32.691	12.71	14.97
	L	Apple	202.802	8/12/24	0.71	202.075	0.36	161.232	40.843	25.33	19.24
		Atmos Energy	119.931	8/12/24	0.46	108.128	10.92	105.598	2.530	2.40	1.98
		Avis Budget	77.483	8/12/24	-4.43	94.423	-17.94	98.019	-3.596	-3.67	-33.88
		Boeing	153.018	8/12/24	-2.25	174.060	-12.09	184.658	-10.598	-5.74	-7.20
		Caterpillar	313.280	8/12/24	-0.66	306.800	2.11	311.830	-5.029	-1.61	13.92
	L	C.H. Robinson	92.018	8/12/24	0.20	80.933	13.70	64.870	16.062	24.76	5.18
		Chevron	135.202	8/12/24	0.02	145.923	-7.35	137.089	8.834	6.44	1.55
	S	Cisco Systems	41.823	8/12/24	-1.34	44.303	-5.60	45.239	-0.936	-2.07	-5.13
	L	Coca-Cola	63.555	8/12/24	-0.74	58.996	7.73	55.073	3.923	7.12	7.28
		Consolidated Edison	95.038	8/12/24	0.91	82.797	14.78	82.071	0.726	0.88	-1.19
	S	CSX	31.232	8/12/24	-1.47	31.316	-0.27	35.340	-4.025	-11.39	1.54
		Delta Air Lines	36.416	8/12/24	-0.61	43.743	-16.75	38.278	5.466	14.28	12.96
		Walt Disney	80.131	8/12/24	-0.30	91.402	-12.33	104.686	-13.284	-12.69	4.16
		Dominion Resources	51.015	8/12/24	0.46	44.760	13.98	43.001	1.758	4.09	1.19
		Dow	48.685	8/12/24	-0.84	49.067	-0.78	52.504	-3.437	-6.55	-1.94
	L	Duke Energy	105.694	8/12/24	0.62	92.624	14.11	85.101	7.523	8.84	6.86
		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	3/04/24	prc diff	⇓ Δ17	⇓∅-RS
		Edison International	76.831	8/12/24	0.52	66.370	15.76	62.117	4.253	6.85	4.51
		Exelon	34.402	8/12/24	-0.54	32.211	6.80	33.333	-1.122	-3.37	-8.35
		Expeditors Wash	111.046	8/12/24	0.03	112.687	-1.46	110.459	2.227	2.02	1.93
	S	FedEx	260.251	8/12/24	0.63	278.458	-6.54	227.226	51.232	22.55	18.20
		FirstEnergy	39.343	8/12/24	0.55	35.716	10.15	34.318	1.398	4.07	3.48
	L	Goldman Sachs	452.630	8/12/24	-0.97	432.269	4.71	361.185	71.084	19.68	28.24
		Home Depot	322.397	8/12/24	-0.81	313.429	2.86	350.245	-36.817	-10.51	2.43
	L	Honeywell	183.467	8/12/24	-0.73	196.668	-6.71	183.461	13.207	7.20	8.29
		IBM	176.652	8/12/24	-1.03	163.245	8.21	177.770	-14.525	-8.17	11.03
	S	Intel	18.049	8/12/24	-1.78	28.752	-37.22	41.998	-13.246	-31.54	-17.28
	S	J.B. Hunt	151.750	8/12/24	-0.20	147.937	2.58	185.413	-37.476	-20.21	-14.01
	S	Johnson & Johnson	149.056	8/12/24	-0.46	136.526	9.18	147.181	-10.655	-7.24	-5.70
		JP Morgan Chase	192.230	8/12/24	0.19	191.540	0.36	171.895	19.645	11.43	25.36
	L	Kirby	108.622	8/12/24	-0.14	112.855	-3.75	82.264	30.590	37.19	42.45
		Landstar System	172.577	8/12/24	-1.04	170.983	0.93	170.726	0.257	0.15	-0.05
		Matson	121.320	8/12/24	0.73	120.341	0.81	99.668	20.673	20.74	30.47
	S	McDonald´s	251.217	8/12/24	0.58	233.065	7.79	267.898	-34.833	-13.00	-9.46
		Merck (MSD)	105.797	8/12/24	-0.93	119.241	-11.27	114.225	5.015	4.39	12.61
		Microsoft	379.268	8/12/24	0.19	425.808	-10.93	382.059	43.749	11.45	24.01
	L	NextEra Energy	72.328	8/12/24	0.15	65.168	10.99	50.616	14.551	28.75	11.73
		Nike	69.587	8/12/24	0.40	71.628	-2.85	91.657	-20.028	-21.85	-23.50
		Norfolk Southern	221.122	8/12/24	-1.02	199.567	10.80	238.644	-39.077	-16.37	-4.02
	S	Old Dominion FL	177.714	8/12/24	-1.35	166.601	6.67	205.445	-38.843	-18.91	-9.18
	L	Procter & Gamble	155.516	8/12/24	-2.19	151.703	2.51	146.923	4.780	3.25	6.26
	L	PSEG	75.059	8/12/24	0.81	68.645	9.34	58.342	10.303	17.66	17.59
		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	3/04/24	prc diff	⇓ Δ17	⇓∅-RS
		Ryder System	122.914	8/12/24	-1.29	114.383	7.46	104.170	10.213	9.80	15.40
	S	salesforce.com	234.295	8/12/24	-0.48	238.864	-1.91	289.721	-50.857	-17.55	5.92
	L	Sempra	73.642	8/12/24	0.74	69.894	5.36	65.138	4.757	7.30	4.79
	L	Southern	81.296	8/12/24	0.46	71.787	13.25	62.799	8.988	14.31	10.47
		Southwest Airlines	23.662	8/12/24	0.20	26.207	-9.71	31.409	-5.202	-16.56	-3.05
		Travelers Companies	195.531	8/12/24	-1.29	189.228	3.33	201.720	-12.492	-6.19	8.72
		Uber Technologies	64.571	8/12/24	1.05	66.286	-2.59	74.861	-8.575	-11.45	27.20
	S	Union Pacific	220.721	8/12/24	-0.32	209.636	5.29	233.396	-23.759	-10.18	-0.41
		United Airlines	37.683	8/12/24	-2.51	45.058	-16.37	40.644	4.414	10.86	8.12
	S	UnitedHealth	527.018	8/12/24	1.17	461.161	14.28	443.707	17.454	3.93	-1.17
	S	UPS	116.407	8/12/24	-0.76	126.746	-8.16	138.682	-11.936	-8.61	-11.49
		Verizon	37.786	8/12/24	-0.54	38.914	-2.90	37.118	1.797	4.84	13.95
		Visa	242.295	8/12/24	0.05	245.418	-1.27	258.313	-12.895	-4.99	3.39
	S	Walgreens Boots	9.509	8/12/24	-4.49	10.796	-11.92	18.950	-8.154	-43.03	-46.23
	L	Walmart	64.049	8/12/24	1.10	62.911	1.81	54.604	8.308	15.21	22.03
	L	Xcel Energy	54.092	8/12/24	0.10	48.880	10.66	47.016	1.864	3.96	-8.70
DJCA - 65 out of 65 instruments rated - 7/01/24 / 3/04/24 - 39 did rise, Market-Ratio(17) in EUR = 60.00 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJCA RS = 17 - B/S = 47/43

1/04/21	scale up chart	7/01/24

Transactions Dow Jones Composite Average in Euro * L17 - 47/43 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		10/01/07	637		- cash -
long	10/01/07	11/05/07	35		Chevron	100	151	66.195	60.962	-5.233	-8	9,210	-58
11/05/07		11/19/07	14		- cash -
	11/19/07	1/14/08	56		Coca-Cola	100	433	21.244	21.757	0.513	2	9,432	17
1/14/08		4/28/08	105		- cash -
	4/28/08	7/21/08	84		CSX	100	2,136	4.414	4.341	-0.073	-2	9,275	-7
7/21/08		2/02/09	196		- cash -
	2/02/09	2/09/09	7		Alaska Air Group	100	1,758	5.273	5.548	0.275	5	9,759	1,317
2/09/09		5/18/09	98		- cash -
	5/18/09	5/03/10	350		Avis Budget	100	3,839	2.542	11.340	8.798	346	43,535	376
5/03/10		5/10/10	7		- cash -
	5/10/10	6/28/10	49		Avis Budget	100	4,438	9.807	8.973	-0.834	-9	39,833	-48
6/28/10		9/13/10	77		- cash -
	9/13/10	8/01/11	322		Alaska Air Group	100	4,279	9.308	10.431	1.124	12	44,641	14
8/01/11		10/17/11	77		- cash -
	10/17/11	10/24/11	7		Kansas City Southern	100	1,094	40.785	44.258	3.473	9	48,440	6,987
10/24/11		11/28/11	35		- cash -
	11/28/11	6/04/12	189		Kansas City Southern	100	970	49.902	50.346	0.444	1	48,871	2
6/04/12		6/11/12	7		- cash -
	6/11/12	11/19/12	161		Visa	100	2,107	23.190	28.577	5.387	23	60,220	61
11/19/12		11/26/12	7		- cash -
	11/26/12	9/02/13	280		Exelon	100	2,665	22.596	22.697	0.102	0	60,492	1
9/02/13		9/16/13	14		- cash -
	9/16/13	3/09/15	539		Delta Air Lines	100	3,485	17.356	41.067	23.711	137	143,123	79
3/09/15		3/16/15	7		- cash -
	3/16/15	4/06/15	21		JetBlue Airways	100	8,089	17.692	16.962	-0.729	-4	137,224	-52
4/06/15		4/13/15	7		- cash -
	4/13/15	4/20/15	7		JetBlue Airways	100	7,306	18.781	18.227	-0.555	-3	133,171	-79
4/20/15		5/04/15	14		- cash -
	5/04/15	5/25/15	21		JetBlue Airways	100	6,880	19.354	18.625	-0.729	-4	128,156	-49
5/25/15		6/01/15	7		- cash -
	6/01/15	6/08/15	7		JetBlue Airways	100	6,765	18.942	16.841	-2.101	-11	113,941	-100
6/08/15		8/17/15	70		- cash -
	8/17/15	8/24/15	7		JetBlue Airways	100	5,173	22.026	18.277	-3.748	-17	94,551	-100
8/24/15		10/12/15	49		- cash -
	10/12/15	11/30/15	49		JetBlue Airways	100	3,998	23.644	23.417	-0.227	-1	93,642	-7
11/30/15		12/21/15	21		- cash -
	12/21/15	1/11/16	21		Nike	100	1,574	59.465	54.839	-4.626	-8	86,361	-76
1/11/16		3/14/16	63		- cash -
	3/14/16	11/07/16	238		NiSource	100	4,208	20.519	21.165	0.646	3	89,079	5
11/07/16		11/21/16	14		- cash -
	11/21/16	4/02/18	497		United Airlines	100	1,372	64.907	54.280	-10.627	-16	74,498	-12
4/02/18		6/04/18	63		- cash -
	6/04/18	12/17/18	196		Intel	100	1,533	48.573	41.468	-7.105	-15	63,607	-26
12/17/18		2/11/19	56		- cash -
	2/11/19	8/05/19	175		AES	100	4,247	14.976	14.571	-0.405	-3	61,886	-6
8/05/19		9/02/19	28		- cash -
	9/02/19	3/02/20	182		American Water	100	533	116.040	117.180	1.141	1	62,494	2
3/02/20		7/06/20	126		- cash -
	7/06/20	9/06/21	427		Apple	100	756	82.602	129.966	47.364	57	98,301	47
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
9/06/21		10/18/21	42		- cash -
	10/18/21	2/21/22	126		Avis Budget	100	721	136.202	141.485	5.283	4	102,110	12
2/21/22		3/21/22	28		- cash -
	3/21/22	6/13/22	84		Avis Budget	100	414	246.178	152.290	-93.888	-38	63,241	-88
6/13/22		9/12/22	91		- cash -
	9/12/22	9/19/22	7		AES	100	2,325	27.190	26.563	-0.627	-2	61,782	-70
9/19/22		10/31/22	42		- cash -
	10/31/22	12/12/22	42		PG & E	100	4,092	15.097	15.194	0.096	1	62,176	6
12/12/22		12/26/22	14		- cash -
	12/26/22	3/13/23	77		PG & E	100	4,116	15.104	14.671	-0.434	-3	60,392	-13
3/13/23		4/17/23	35		- cash -
	4/17/23	5/08/23	21		Boeing	100	321	187.664	179.112	-8.551	-5	57,647	-56
5/08/23		6/26/23	49		- cash -
	6/26/23	10/02/23	98		United Airlines	100	1,179	48.857	39.631	-9.226	-19	46,769	-54
10/02/23		12/11/23	70		- cash -
	12/11/23	8/12/24	245		Intel	100	1,128	41.445	18.049	-23.395	-56	20,379	-71
accum	10/01/07	8/12/24	5029	days out of 7199 invested (70%)						104		20,379	5

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Avis Budget	long	5/18/09	5/03/10	350	2.54	11.34	8.80	346.13
		5/10/10	6/28/10	49	9.81	8.97	-0.83	-8.51
		10/18/21	2/21/22	126	136.20	141.49	5.28	3.88
		3/21/22	6/13/22	84	246.18	152.29	-93.89	-38.14	162.31
Delta Air Lines		9/16/13	3/09/15	539	17.36	41.07	23.71	136.61	136.61
Apple		7/06/20	9/06/21	427	82.60	129.97	47.36	57.34	57.34
Visa		6/11/12	11/19/12	161	23.19	28.58	5.39	23.23	23.23
Alaska Air Group		2/02/09	2/09/09	7	5.27	5.55	0.28	5.22
		9/13/10	8/01/11	322	9.31	10.43	1.12	12.07	17.92
Kansas City Southern		10/17/11	10/24/11	7	40.79	44.26	3.47	8.51
		11/28/11	6/04/12	189	49.90	50.35	0.44	0.89	9.48
NiSource		3/14/16	11/07/16	238	20.52	21.16	0.65	3.15	3.15
Coca-Cola		11/19/07	1/14/08	56	21.24	21.76	0.51	2.41	2.41
American Water		9/02/19	3/02/20	182	116.04	117.18	1.14	0.98	0.98
Exelon		11/26/12	9/02/13	280	22.60	22.70	0.10	0.45	0.45
CSX		4/28/08	7/21/08	84	4.41	4.34	-0.07	-1.66	-1.66
PG & E		10/31/22	12/12/22	42	15.10	15.19	0.10	0.64
		12/26/22	3/13/23	77	15.10	14.67	-0.43	-2.87	-2.25
Boeing		4/17/23	5/08/23	21	187.66	179.11	-8.55	-4.56	-4.56
AES		2/11/19	8/05/19	175	14.98	14.57	-0.41	-2.71
		9/12/22	9/19/22	7	27.19	26.56	-0.63	-2.31	-4.95
Nike		12/21/15	1/11/16	21	59.46	54.84	-4.63	-7.78	-7.78
Chevron		10/01/07	11/05/07	35	66.19	60.96	-5.23	-7.91	-7.91
United Airlines		11/21/16	4/02/18	497	64.91	54.28	-10.63	-16.37
		6/26/23	10/02/23	98	48.86	39.63	-9.23	-18.88	-32.17
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
JetBlue Airways		3/16/15	4/06/15	21	17.69	16.96	-0.73	-4.12
		4/13/15	4/20/15	7	18.78	18.23	-0.55	-2.95
		5/04/15	5/25/15	21	19.35	18.63	-0.73	-3.77
		6/01/15	6/08/15	7	18.94	16.84	-2.10	-11.09
		8/17/15	8/24/15	7	22.03	18.28	-3.75	-17.02
		10/12/15	11/30/15	49	23.64	23.42	-0.23	-0.96	-34.57
Intel		6/04/18	12/17/18	196	48.57	41.47	-7.10	-14.63
		12/11/23	8/12/24	245	41.44	18.05	-23.40	-56.45	-62.82

Annotations

3/14/24	DJCA	Component update: Uber Technologies replaces JetBlue Airways
2/26/24	Walmart	stock split 1:3 (three for one)
8/22/23	Sempra	stock split 1:2 (two for one)
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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