Share-o-matic - Portfolio

Sun, 9th Aug 2026, 10:48UTC

Assessment - Dow Jones Composite Average in Swiss Franc - 1/07/24 - RS = 17

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	4/03/24	prc diff	⇓ Δ17	⇓∅-RS
		DJCA	11,418.973	12/08/24	-0.32	11,247.554	1.52	10,990.054	257.500	2.34	6.44
	L	3M	111.472	12/08/24	-0.65	90.914	22.61	80.842	10.072	12.46	4.12
	L	AES	15.100	12/08/24	0.30	15.759	-4.19	14.207	1.552	10.92	1.11
		Alaska Air Group	31.257	12/08/24	-0.26	36.226	-13.72	32.597	3.630	11.14	2.67
	S	American Airlines	8.684	12/08/24	-2.54	9.976	-12.95	13.094	-3.117	-23.81	-19.25
	L	AEP	87.778	12/08/24	-0.40	78.869	11.30	75.104	3.765	5.01	9.22
		American Express	214.205	12/08/24	-0.34	211.277	1.39	193.538	17.739	9.17	29.31
	L	American Water	128.821	12/08/24	0.20	115.448	11.58	107.595	7.853	7.30	1.06
	L	Amgen	289.161	12/08/24	-0.77	281.037	2.89	247.008	34.029	13.78	16.06
	L	Apple	196.566	12/08/24	0.71	195.861	0.36	154.806	41.056	26.52	20.39
		Atmos Energy	116.243	12/08/24	0.46	104.803	10.92	101.388	3.414	3.37	3.00
		Avis Budget	75.101	12/08/24	-4.43	91.519	-17.94	94.112	-2.593	-2.76	-33.32
		Boeing	148.313	12/08/24	-2.25	168.707	-12.09	177.297	-8.590	-4.84	-6.38
		Caterpillar	303.646	12/08/24	-0.66	297.366	2.11	299.400	-2.034	-0.68	15.10
	L	C.H. Robinson	89.188	12/08/24	0.20	78.444	13.70	62.285	16.159	25.94	6.20
		Chevron	131.044	12/08/24	0.02	141.436	-7.35	131.625	9.811	7.45	2.58
	S	Cisco Systems	40.537	12/08/24	-1.34	42.940	-5.60	43.436	-0.495	-1.14	-4.22
	L	Coca-Cola	61.600	12/08/24	-0.74	57.182	7.73	52.878	4.304	8.14	8.35
		Consolidated Edison	92.116	12/08/24	0.91	80.251	14.78	78.800	1.452	1.84	-0.20
	S	CSX	30.272	12/08/24	-1.47	30.353	-0.27	33.932	-3.579	-10.55	2.53
		Delta Air Lines	35.296	12/08/24	-0.61	42.398	-16.75	36.752	5.646	15.36	14.19
		Walt Disney	77.667	12/08/24	-0.30	88.592	-12.33	100.513	-11.921	-11.86	5.24
		Dominion Resources	49.447	12/08/24	0.46	43.383	13.98	41.287	2.096	5.08	2.24
		Dow	47.187	12/08/24	-0.84	47.558	-0.78	50.411	-2.853	-5.66	-0.95
	L	Duke Energy	102.444	12/08/24	0.62	89.775	14.11	81.708	8.067	9.87	7.92
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	4/03/24	prc diff	⇓ Δ17	⇓∅-RS
		Edison International	74.468	12/08/24	0.52	64.329	15.76	59.641	4.688	7.86	5.56
		Exelon	33.344	12/08/24	-0.54	31.220	6.80	32.004	-0.784	-2.45	-7.42
		Expeditors Wash	107.631	12/08/24	0.03	109.222	-1.46	106.056	3.165	2.98	2.91
	S	FedEx	252.248	12/08/24	0.63	269.896	-6.54	218.169	51.727	23.71	19.38
		FirstEnergy	38.133	12/08/24	0.55	34.618	10.15	32.950	1.668	5.06	4.53
	L	Goldman Sachs	438.712	12/08/24	-0.97	418.976	4.71	346.788	72.189	20.82	29.55
		Home Depot	312.484	12/08/24	-0.81	303.791	2.86	336.285	-32.494	-9.66	3.43
	L	Honeywell	177.825	12/08/24	-0.73	190.620	-6.71	176.148	14.473	8.22	9.36
		IBM	171.220	12/08/24	-1.03	158.225	8.21	170.684	-12.459	-7.30	12.11
	S	Intel	17.494	12/08/24	-1.78	27.868	-37.22	40.324	-12.456	-30.89	-16.59
	S	J.B. Hunt	147.084	12/08/24	-0.20	143.388	2.58	178.022	-34.634	-19.46	-13.22
	S	Johnson & Johnson	144.472	12/08/24	-0.46	132.327	9.18	141.314	-8.987	-6.36	-4.79
		JP Morgan Chase	186.319	12/08/24	0.19	185.650	0.36	165.044	20.607	12.49	26.65
	L	Kirby	105.282	12/08/24	-0.14	109.384	-3.75	78.985	30.399	38.49	44.01
		Landstar System	167.271	12/08/24	-1.04	165.725	0.93	163.921	1.805	1.10	0.91
		Matson	117.589	12/08/24	0.73	116.640	0.81	95.695	20.946	21.89	31.72
	S	McDonald´s	243.492	12/08/24	0.58	225.898	7.79	257.220	-31.322	-12.18	-8.59
		Merck (MSD)	102.544	12/08/24	-0.93	115.574	-11.27	109.672	5.902	5.38	13.76
		Microsoft	367.605	12/08/24	0.19	412.714	-10.93	366.830	45.884	12.51	25.25
	L	NextEra Energy	70.103	12/08/24	0.15	63.164	10.99	48.599	14.565	29.97	12.94
		Nike	67.447	12/08/24	0.40	69.426	-2.85	88.003	-18.577	-21.11	-22.79
		Norfolk Southern	214.323	12/08/24	-1.02	193.431	10.80	229.132	-35.701	-15.58	-3.07
	S	Old Dominion FL	172.250	12/08/24	-1.35	161.478	6.67	197.256	-35.777	-18.14	-8.32
	L	Procter & Gamble	150.734	12/08/24	-2.19	147.038	2.51	141.067	5.972	4.23	7.34
	L	PSEG	72.751	12/08/24	0.81	66.534	9.34	56.016	10.518	18.78	18.83
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	4/03/24	prc diff	⇓ Δ17	⇓∅-RS
		Ryder System	119.134	12/08/24	-1.29	110.866	7.46	100.018	10.848	10.85	16.53
	S	salesforce.com	227.091	12/08/24	-0.48	231.519	-1.91	278.173	-46.654	-16.77	6.95
	L	Sempra	71.378	12/08/24	0.74	67.745	5.36	62.541	5.204	8.32	5.83
	L	Southern	78.796	12/08/24	0.46	69.579	13.25	60.296	9.284	15.40	11.60
		Southwest Airlines	22.934	12/08/24	0.20	25.401	-9.71	30.157	-4.756	-15.77	-2.10
		Travelers Companies	189.518	12/08/24	-1.29	183.409	3.33	193.679	-10.270	-5.30	9.82
		Uber Technologies	62.585	12/08/24	1.05	64.248	-2.59	71.877	-7.629	-10.61	28.45
	S	Union Pacific	213.934	12/08/24	-0.32	203.190	5.29	224.092	-20.903	-9.33	0.55
		United Airlines	36.525	12/08/24	-2.51	43.672	-16.37	39.024	4.648	11.91	9.30
	S	UnitedHealth	510.812	12/08/24	1.17	446.980	14.28	426.021	20.959	4.92	-0.23
	S	UPS	112.827	12/08/24	-0.76	122.848	-8.16	133.154	-10.306	-7.74	-10.63
		Verizon	36.624	12/08/24	-0.54	37.717	-2.90	35.638	2.079	5.83	15.08
		Visa	234.844	12/08/24	0.05	237.871	-1.27	248.016	-10.145	-4.09	4.41
	S	Walgreens Boots	9.217	12/08/24	-4.49	10.464	-11.92	18.195	-7.731	-42.49	-45.76
	L	Walmart	62.079	12/08/24	1.10	60.977	1.81	52.427	8.550	16.31	23.30
	L	Xcel Energy	52.429	12/08/24	0.10	47.377	10.66	45.142	2.235	4.95	-7.84
DJCA - 65 out of 65 instruments rated - 1/07/24 / 4/03/24 - 39 did rise, Market-Ratio(17) in CHF = 60.00 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

3/01/22	scale up chart	1/07/24

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

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		1/10/07	637		- cash -
long	1/10/07	5/11/07	35		Chevron	100	90	109.903	102.081	-7.823	-7	9,296	-54
5/11/07		19/11/07	14		- cash -
	19/11/07	14/01/08	56		Coca-Cola	100	267	34.815	35.409	0.595	2	9,455	12
14/01/08		28/04/08	105		- cash -
	28/04/08	21/07/08	84		CSX	100	1,324	7.136	7.034	-0.102	-1	9,320	-6
21/07/08		2/02/09	196		- cash -
	2/02/09	9/02/09	7		Alaska Air Group	100	1,189	7.838	8.338	0.500	6	9,915	2,420
9/02/09		18/05/09	98		- cash -
	18/05/09	3/05/10	350		Avis Budget	100	2,577	3.846	16.248	12.402	322	41,874	349
3/05/10		10/05/10	7		- cash -
	10/05/10	28/06/10	49		Avis Budget	100	3,020	13.863	12.131	-1.732	-12	36,644	-63
28/06/10		13/09/10	77		- cash -
	13/09/10	1/08/11	322		Alaska Air Group	100	3,043	12.039	11.807	-0.231	-2	35,939	-2
1/08/11		17/10/11	77		- cash -
	17/10/11	24/10/11	7		Kansas City Southern	100	711	50.484	54.260	3.776	7	38,624	4,201
24/10/11		28/11/11	35		- cash -
	28/11/11	4/06/12	189		Kansas City Southern	100	628	61.494	60.481	-1.013	-2	37,988	-3
4/06/12		11/06/12	7		- cash -
	11/06/12	19/11/12	161		Visa	100	1,363	27.856	34.429	6.573	24	46,947	62
19/11/12		26/11/12	7		- cash -
	26/11/12	2/09/13	280		Exelon	100	1,725	27.210	28.056	0.847	3	48,408	4
2/09/13		16/09/13	14		- cash -
	16/09/13	9/03/15	539		Delta Air Lines	100	2,254	21.468	43.966	22.498	105	99,119	62
9/03/15		16/03/15	7		- cash -
	16/03/15	6/04/15	21		JetBlue Airways	100	5,256	18.857	17.775	-1.083	-6	93,428	-64
6/04/15		13/04/15	7		- cash -
	13/04/15	20/04/15	7		JetBlue Airways	100	4,811	19.416	18.713	-0.703	-4	90,047	-85
20/04/15		4/05/15	14		- cash -
	4/05/15	25/05/15	21		JetBlue Airways	100	4,468	20.150	19.322	-0.828	-4	86,348	-52
25/05/15		1/06/15	7		- cash -
	1/06/15	8/06/15	7		JetBlue Airways	100	4,409	19.582	17.639	-1.943	-10	77,780	-100
8/06/15		17/08/15	70		- cash -
	17/08/15	24/08/15	7		JetBlue Airways	100	3,260	23.856	19.754	-4.102	-17	64,408	-100
24/08/15		12/10/15	49		- cash -
	12/10/15	30/11/15	49		JetBlue Airways	100	2,490	25.857	25.454	-0.403	-2	63,404	-11
30/11/15		21/12/15	21		- cash -
	21/12/15	11/01/16	21		Nike	100	984	64.412	59.638	-4.775	-7	58,706	-74
11/01/16		14/03/16	63		- cash -
	14/03/16	7/11/16	238		NiSource	100	2,610	22.487	22.998	0.511	2	60,039	4
7/11/16		21/11/16	14		- cash -
	21/11/16	2/04/18	497		United Airlines	100	862	69.574	63.738	-5.836	-8	55,008	-6
2/04/18		4/06/18	63		- cash -
	4/06/18	17/12/18	196		Intel	100	979	56.165	46.710	-9.455	-17	45,752	-29
17/12/18		11/02/19	56		- cash -
	11/02/19	5/08/19	175		AES	100	2,691	16.997	15.890	-1.107	-7	42,774	-13
5/08/19		2/09/19	28		- cash -
	2/09/19	2/03/20	182		American Water	100	339	126.052	125.186	-0.866	-1	42,481	-1
2/03/20		6/07/20	126		- cash -
	6/07/20	6/09/21	427		Apple	100	482	87.965	141.156	53.192	60	68,120	50
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
6/09/21		18/10/21	42		- cash -
	18/10/21	21/02/22	126		Avis Budget	100	466	145.981	146.863	0.882	1	68,530	2
21/02/22		21/03/22	28		- cash -
	21/03/22	13/06/22	84		Avis Budget	100	270	253.056	158.275	-94.781	-37	42,940	-87
13/06/22		12/09/22	91		- cash -
	12/09/22	19/09/22	7		AES	100	1,636	26.235	25.668	-0.567	-2	42,013	-68
19/09/22		31/10/22	42		- cash -
	31/10/22	12/12/22	42		PG & E	100	2,811	14.941	14.978	0.038	0	42,118	2
12/12/22		26/12/22	14		- cash -
	26/12/22	13/03/23	77		PG & E	100	2,814	14.962	14.350	-0.612	-4	40,395	-18
13/03/23		17/04/23	35		- cash -
	17/04/23	8/05/23	21		Boeing	100	219	184.304	175.360	-8.945	-5	38,436	-58
8/05/23		26/06/23	49		- cash -
	26/06/23	2/10/23	98		United Airlines	100	805	47.709	38.190	-9.518	-20	30,774	-56
2/10/23		11/12/23	70		- cash -
	11/12/23	12/08/24	245		Intel	100	785	39.183	17.494	-21.689	-55	13,748	-70
accum	1/10/07	12/08/24	5354	days out of 7524 invested (71%)						37		13,748	2

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Avis Budget	long	18/05/09	3/05/10	350	3.85	16.25	12.40	322.43
		10/05/10	28/06/10	49	13.86	12.13	-1.73	-12.49
		18/10/21	21/02/22	126	145.98	146.86	0.88	0.60
		21/03/22	13/06/22	84	253.06	158.28	-94.78	-37.45	132.60
Delta Air Lines		16/09/13	9/03/15	539	21.47	43.97	22.50	104.80	104.80
Apple		6/07/20	6/09/21	427	87.96	141.16	53.19	60.47	60.47
Visa		11/06/12	19/11/12	161	27.86	34.43	6.57	23.60	23.60
Kansas City Southern		17/10/11	24/10/11	7	50.48	54.26	3.78	7.48
		28/11/11	4/06/12	189	61.49	60.48	-1.01	-1.65	5.71
Alaska Air Group		2/02/09	9/02/09	7	7.84	8.34	0.50	6.38
		13/09/10	1/08/11	322	12.04	11.81	-0.23	-1.92	4.34
Exelon		26/11/12	2/09/13	280	27.21	28.06	0.85	3.11	3.11
NiSource		14/03/16	7/11/16	238	22.49	23.00	0.51	2.27	2.27
Coca-Cola		19/11/07	14/01/08	56	34.81	35.41	0.59	1.71	1.71
American Water		2/09/19	2/03/20	182	126.05	125.19	-0.87	-0.69	-0.69
CSX		28/04/08	21/07/08	84	7.14	7.03	-0.10	-1.43	-1.43
PG & E		31/10/22	12/12/22	42	14.94	14.98	0.04	0.25
		26/12/22	13/03/23	77	14.96	14.35	-0.61	-4.09	-3.85
Boeing		17/04/23	8/05/23	21	184.30	175.36	-8.94	-4.85	-4.85
Chevron		1/10/07	5/11/07	35	109.90	102.08	-7.82	-7.12	-7.12
Nike		21/12/15	11/01/16	21	64.41	59.64	-4.77	-7.41	-7.41
AES		11/02/19	5/08/19	175	17.00	15.89	-1.11	-6.51
		12/09/22	19/09/22	7	26.23	25.67	-0.57	-2.16	-8.53
United Airlines		21/11/16	2/04/18	497	69.57	63.74	-5.84	-8.39
		26/06/23	2/10/23	98	47.71	38.19	-9.52	-19.95	-26.67
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
JetBlue Airways		16/03/15	6/04/15	21	18.86	17.77	-1.08	-5.74
		13/04/15	20/04/15	7	19.42	18.71	-0.70	-3.62
		4/05/15	25/05/15	21	20.15	19.32	-0.83	-4.11
		1/06/15	8/06/15	7	19.58	17.64	-1.94	-9.92
		17/08/15	24/08/15	7	23.86	19.75	-4.10	-17.19
		12/10/15	30/11/15	49	25.86	25.45	-0.40	-1.56	-36.04
Intel		4/06/18	17/12/18	196	56.16	46.71	-9.45	-16.83
		11/12/23	12/08/24	245	39.18	17.49	-21.69	-55.35	-62.87

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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