Share-o-matic - Portfolio

Thu, Sep 18th, 2025, 8:11UTC

Assessment - Dow Jones Composite Average in Euro - 7/01/24 - RS = 29

		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ29	⇓∅-RS
		DJCA	11,781.246	8/12/24	-0.32	11,604.389	1.52	11,056.956	547.433	4.95	5.40
	L	3M	115.008	8/12/24	-0.65	93.798	22.61	95.990	-2.192	-2.28	3.12
	L	AES	15.579	8/12/24	0.30	16.259	-4.19	16.796	-0.536	-3.19	0.08
		Alaska Air Group	32.248	8/12/24	-0.26	37.376	-13.72	33.265	4.110	12.36	1.57
	S	American Airlines	8.959	8/12/24	-2.54	10.293	-12.95	12.766	-2.474	-19.38	-20.05
	L	AEP	90.563	8/12/24	-0.40	81.371	11.30	74.896	6.475	8.65	8.11
		American Express	221.001	8/12/24	-0.34	217.980	1.39	156.687	61.293	39.12	27.96
	L	American Water	132.908	8/12/24	0.20	119.110	11.58	121.626	-2.516	-2.07	0.07
	L	Amgen	298.335	8/12/24	-0.77	289.954	2.89	253.227	36.727	14.50	14.97
	L	Apple	202.802	8/12/24	0.71	202.075	0.36	179.754	22.321	12.42	19.24
		Atmos Energy	119.931	8/12/24	0.46	108.128	10.92	105.444	2.683	2.54	1.98
		Avis Budget	77.483	8/12/24	-4.43	94.423	-17.94	183.737	-89.314	-48.61	-33.88
		Boeing	153.018	8/12/24	-2.25	174.060	-12.09	230.839	-56.779	-24.60	-7.20
		Caterpillar	313.280	8/12/24	-0.66	306.800	2.11	242.786	64.014	26.37	13.92
	L	C.H. Robinson	92.018	8/12/24	0.20	80.933	13.70	78.553	2.380	3.03	5.18
		Chevron	135.202	8/12/24	0.02	145.923	-7.35	134.318	11.605	8.64	1.55
	S	Cisco Systems	41.823	8/12/24	-1.34	44.303	-5.60	45.957	-1.655	-3.60	-5.13
	L	Coca-Cola	63.555	8/12/24	-0.74	58.996	7.73	54.937	4.059	7.39	7.28
		Consolidated Edison	95.038	8/12/24	0.91	82.797	14.78	85.485	-2.688	-3.14	-1.19
	S	CSX	31.232	8/12/24	-1.47	31.316	-0.27	30.893	0.423	1.37	1.54
		Delta Air Lines	36.416	8/12/24	-0.61	43.743	-16.75	37.695	6.049	16.05	12.96
		Walt Disney	80.131	8/12/24	-0.30	91.402	-12.33	85.792	5.610	6.54	4.16
		Dominion Resources	51.015	8/12/24	0.46	44.760	13.98	44.338	0.421	0.95	1.19
		Dow	48.685	8/12/24	-0.84	49.067	-0.78	47.716	1.351	2.83	-1.94
	L	Duke Energy	105.694	8/12/24	0.62	92.624	14.11	88.733	3.891	4.39	6.86
		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ29	⇓∅-RS
		Edison International	76.831	8/12/24	0.52	66.370	15.76	63.302	3.068	4.85	4.51
		Exelon	34.402	8/12/24	-0.54	32.211	6.80	36.773	-4.563	-12.41	-8.35
		Expeditors Wash	111.046	8/12/24	0.03	112.687	-1.46	112.014	0.673	0.60	1.93
	S	FedEx	260.251	8/12/24	0.63	278.458	-6.54	252.519	25.939	10.27	18.20
		FirstEnergy	39.343	8/12/24	0.55	35.716	10.15	34.670	1.046	3.02	3.48
	L	Goldman Sachs	452.630	8/12/24	-0.97	432.269	4.71	327.313	104.956	32.07	28.24
		Home Depot	322.397	8/12/24	-0.81	313.429	2.86	308.303	5.126	1.66	2.43
	L	Honeywell	183.467	8/12/24	-0.73	196.668	-6.71	186.463	10.205	5.47	8.29
		IBM	176.652	8/12/24	-1.03	163.245	8.21	152.146	11.099	7.29	11.03
	S	Intel	18.049	8/12/24	-1.78	28.752	-37.22	41.445	-12.692	-30.63	-17.28
	S	J.B. Hunt	151.750	8/12/24	-0.20	147.937	2.58	179.280	-31.343	-17.48	-14.01
	S	Johnson & Johnson	149.056	8/12/24	-0.46	136.526	9.18	144.283	-7.758	-5.38	-5.70
		JP Morgan Chase	192.230	8/12/24	0.19	191.540	0.36	148.043	43.498	29.38	25.36
	L	Kirby	108.622	8/12/24	-0.14	112.855	-3.75	68.801	44.053	64.03	42.45
		Landstar System	172.577	8/12/24	-1.04	170.983	0.93	168.793	2.190	1.30	-0.05
		Matson	121.320	8/12/24	0.73	120.341	0.81	92.911	27.430	29.52	30.47
	S	McDonald´s	251.217	8/12/24	0.58	233.065	7.79	269.054	-35.990	-13.38	-9.46
		Merck (MSD)	105.797	8/12/24	-0.93	119.241	-11.27	97.116	22.124	22.78	12.61
		Microsoft	379.268	8/12/24	0.19	425.808	-10.93	345.495	80.313	23.25	24.01
	L	NextEra Energy	72.328	8/12/24	0.15	65.168	10.99	55.560	9.607	17.29	11.73
		Nike	69.587	8/12/24	0.40	71.628	-2.85	110.367	-38.738	-35.10	-23.50
		Norfolk Southern	221.122	8/12/24	-1.02	199.567	10.80	206.339	-6.771	-3.28	-4.02
	S	Old Dominion FL	177.714	8/12/24	-1.35	166.601	6.67	176.274	-9.673	-5.49	-9.18
	L	Procter & Gamble	155.516	8/12/24	-2.19	151.703	2.51	135.686	16.018	11.80	6.26
	L	PSEG	75.059	8/12/24	0.81	68.645	9.34	58.603	10.042	17.14	17.59
		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ29	⇓∅-RS
		Ryder System	122.914	8/12/24	-1.29	114.383	7.46	100.745	13.638	13.54	15.40
	S	salesforce.com	234.295	8/12/24	-0.48	238.864	-1.91	234.579	4.284	1.83	5.92
	L	Sempra	73.642	8/12/24	0.74	69.894	5.36	68.801	1.093	1.59	4.79
	L	Southern	81.296	8/12/24	0.46	71.787	13.25	66.401	5.386	8.11	10.47
		Southwest Airlines	23.662	8/12/24	0.20	26.207	-9.71	27.301	-1.094	-4.01	-3.05
		Travelers Companies	195.531	8/12/24	-1.29	189.228	3.33	169.677	19.551	11.52	8.72
		Uber Technologies	64.571	8/12/24	1.05	66.286	-2.59	58.119	8.167	14.05	27.20
	S	Union Pacific	220.721	8/12/24	-0.32	209.636	5.29	215.904	-6.268	-2.90	-0.41
		United Airlines	37.683	8/12/24	-2.51	45.058	-16.37	37.741	7.317	19.39	8.12
	S	UnitedHealth	527.018	8/12/24	1.17	461.161	14.28	505.895	-44.734	-8.84	-1.17
	S	UPS	116.407	8/12/24	-0.76	126.746	-8.16	144.953	-18.208	-12.56	-11.49
		Verizon	37.786	8/12/24	-0.54	38.914	-2.90	35.052	3.862	11.02	13.95
		Visa	242.295	8/12/24	0.05	245.418	-1.27	238.692	6.726	2.82	3.39
	S	Walgreens Boots	9.509	8/12/24	-4.49	10.796	-11.92	21.402	-10.606	-49.56	-46.23
	L	Walmart	64.049	8/12/24	1.10	62.911	1.81	46.910	16.002	34.11	22.03
	L	Xcel Energy	54.092	8/12/24	0.10	48.880	10.66	57.272	-8.392	-14.65	-8.70
DJCA - 65 out of 65 instruments rated - 7/01/24 / 12/11/23 - 43 did rise, Market-Ratio(29) in EUR = 66.15 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJCA RS = 29 - B/S = 53/53

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

Transactions Dow Jones Composite Average in Euro * S29 - 53 ex 3 (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		8/27/07	602		- cash -
short	8/27/07	9/24/07	28		American Airlines	100	459	21.777	18.437	25.722	3.945	18	11,811	776
9/24/07		11/05/07	42		- cash -
	11/05/07	12/24/07	49		American Airlines	100	681	17.328	11.111	27.024	9.696	56	18,413	2,639
12/24/07		1/07/08	14		- cash -
	1/07/08	8/11/08	217		American Airlines	100	2,219	8.295	5.591	12.308	4.012	48	27,317	94
8/11/08		8/18/08	7		- cash -
	8/18/08	3/23/09	217		Avis Budget	100	5,123	5.332	0.618	45.962	40.631	762	235,467	3,646
	3/23/09	4/06/09	14		American Airlines	100	118,011	1.995	2.328	1.662	-0.333	-17	196,159	-99
	4/06/09	4/13/09	7		Avis Budget	100	330,675	0.593	0.698	0.489	-0.105	-18	161,601	-100
	4/13/09	5/18/09	35		Ryder System	100	8,844	18.271	19.846	16.696	-1.575	-9	147,671	-61
5/18/09		5/25/09	7		- cash -
	5/25/09	6/01/09	7		American Airlines	100	71,531	2.064	2.085	2.044	-0.021	-1	146,203	-41
6/01/09		6/15/09	14		- cash -
	6/15/09	6/22/09	7		United Airlines	100	54,937	2.661	2.561	2.765	0.104	4	151,903	635
6/22/09		6/29/09	7		- cash -
	6/29/09	7/06/09	7		United Airlines	100	61,540	2.468	2.389	2.550	0.082	3	156,928	446
7/06/09		7/13/09	7		- cash -
	7/13/09	7/20/09	7		United Airlines	100	66,075	2.375	2.489	2.261	-0.114	-5	149,390	-92
7/20/09		5/31/10	315		- cash -
	5/31/10	6/14/10	14		AES	100	19,357	7.717	8.570	6.865	-0.853	-11	132,887	-95
6/14/10		7/05/10	21		- cash -
	7/05/10	7/26/10	21		AES	100	18,760	7.083	8.111	6.055	-1.028	-15	113,600	-93
7/26/10		8/08/11	378		- cash -
	8/08/11	9/26/11	49		American Airlines	100	32,701	3.474	4.761	2.187	-1.287	-37	71,513	-97
	9/26/11	10/31/11	35		Goldman Sachs	100	974	73.404	77.437	69.372	-4.033	-5	67,586	-45
10/31/11		11/21/11	21		- cash -
	11/21/11	12/19/11	28		American Airlines	100	21,506	3.143	4.470	1.815	-1.328	-42	39,033	-100
	12/19/11	12/26/11	7		Goldman Sachs	100	580	67.244	70.459	64.029	-3.215	-5	37,168	-92
12/26/11		11/12/12	322		- cash -
	11/12/12	12/03/12	21		Exelon	100	1,535	24.205	22.570	25.959	1.753	7	39,860	237
12/03/12		5/25/15	903		- cash -
	5/25/15	7/13/15	49		Kirby	100	542	73.499	71.217	75.855	2.355	3	41,136	26
	7/13/15	8/17/15	35		Avis Budget	100	1,071	38.380	42.336	34.425	-3.956	-10	36,900	-68
	8/17/15	10/05/15	49		Chevron	100	491	75.131	75.107	75.155	0.024	0	36,911	0
	10/05/15	10/19/15	14		AES	100	4,021	9.179	9.480	8.879	-0.301	-3	35,703	-58
	10/19/15	11/23/15	35		Walmart	100	2,061	17.315	18.903	15.728	-1.588	-9	32,430	-63
	11/23/15	3/07/16	105		Ryder System	100	525	61.754	57.047	66.850	5.096	8	35,105	32
	3/07/16	3/14/16	7		Avis Budget	100	1,373	25.563	24.329	26.860	1.297	5	36,886	1,220
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
3/14/16		5/16/16	63		- cash -
	5/16/16	5/23/16	7		Avis Budget	100	1,668	22.104	24.378	19.831	-2.274	-10	33,093	-100
5/23/16		6/27/16	35		- cash -
	6/27/16	7/04/16	7		American Airlines	100	1,443	22.925	26.298	19.552	-3.373	-15	28,226	-100
7/04/16		10/17/16	105		- cash -
	10/17/16	10/31/16	14		Nike	100	608	46.391	45.660	47.134	0.743	2	28,677	51
10/31/16		6/25/18	602		- cash -
	6/25/18	7/23/18	28		American Airlines	100	846	33.895	32.524	35.323	1.428	4	29,886	71
7/23/18		12/17/18	147		- cash -
	12/17/18	1/21/19	35		Avis Budget	100	1,345	22.205	23.749	20.661	-1.544	-7	27,809	-53
1/21/19		3/02/20	406		- cash -
	3/02/20	3/16/20	14		American Airlines	100	1,646	16.891	14.263	20.004	3.113	18	32,932	8,124
	3/16/20	3/30/20	14		Boeing	100	283	116.117	138.149	94.086	-22.032	-19	26,697	-100
	3/30/20	8/10/20	133		United Airlines	100	975	27.361	31.935	22.787	-4.574	-17	22,237	-39
	8/10/20	9/21/20	42		FirstEnergy	100	869	25.572	24.378	26.824	1.252	5	23,325	52
9/21/20		10/04/21	378		- cash -
	10/04/21	10/11/21	7		FedEx	100	124	187.455	190.034	184.877	-2.579	-1	23,006	-51
10/11/21		11/22/21	42		- cash -
	11/22/21	12/27/21	35		Uber Technologies	100	607	37.884	37.916	37.852	-0.032	0	22,986	-1
12/27/21		2/14/22	49		- cash -
	2/14/22	3/28/22	42		Uber Technologies	100	751	30.574	31.644	29.504	-1.070	-3	22,182	-27
3/28/22		5/02/22	35		- cash -
	5/02/22	6/20/22	49		Boeing	100	156	141.595	129.960	154.272	12.677	9	24,160	89
	6/20/22	8/08/22	49		Uber Technologies	100	1,168	20.672	31.216	10.128	-10.544	-51	11,844	-100
	8/08/22	12/05/22	119		Intel	100	341	34.676	27.787	43.273	8.597	25	14,776	97
12/05/22		12/19/22	14		- cash -
	12/19/22	1/02/23	14		Intel	100	586	25.207	24.786	25.635	0.428	2	15,027	55
1/02/23		2/20/23	49		- cash -
	2/20/23	4/10/23	49		Dominion Resources	100	273	54.920	53.416	56.466	1.546	3	15,449	23
4/10/23		6/05/23	56		- cash -
	6/05/23	7/10/23	35		Dominion Resources	100	327	47.132	46.922	47.342	0.210	0	15,517	5
7/10/23		7/17/23	7		- cash -
	7/17/23	7/24/23	7		Verizon	100	554	27.999	30.657	25.342	-2.657	-9	14,045	-99
7/24/23		8/07/23	14		- cash -
	8/07/23	9/18/23	42		AES	100	784	17.903	15.968	20.073	2.170	12	15,746	170
9/18/23		9/25/23	7		- cash -
	9/25/23	12/04/23	70		Walgreens Boots	100	781	20.145	19.198	21.139	0.994	5	16,523	29
12/04/23		1/22/24	49		- cash -
	1/22/24	3/11/24	49		Walgreens Boots	100	798	20.701	19.711	21.741	1.040	5	17,352	44
3/11/24		9/18/25	556		- cash -
accum	8/27/07	3/11/24	1925	days out of 7199 invested (27%)							74		17,352	11

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Avis Budget	short	8/18/08	3/23/09	217	5.33	0.62	45.96	40.63	762.07
		4/06/09	4/13/09	7	0.59	0.70	0.49	-0.10	-17.62
		7/13/15	8/17/15	35	38.38	42.34	34.42	-3.96	-10.31
		3/07/16	3/14/16	7	25.56	24.33	26.86	1.30	5.07
		5/16/16	5/23/16	7	22.10	24.38	19.83	-2.27	-10.29
		12/17/18	1/21/19	35	22.20	23.75	20.66	-1.54	-6.95	458.70
Intel		8/08/22	12/05/22	119	34.68	27.79	43.27	8.60	24.79
		12/19/22	1/02/23	14	25.21	24.79	25.63	0.43	1.70	26.91
Walgreens Boots		9/25/23	12/04/23	70	20.14	19.20	21.14	0.99	4.94
		1/22/24	3/11/24	49	20.70	19.71	21.74	1.04	5.02	10.20
Exelon		11/12/12	12/03/12	21	24.21	22.57	25.96	1.75	7.24	7.24
FirstEnergy		8/10/20	9/21/20	42	25.57	24.38	26.82	1.25	4.90	4.90
Dominion Resources		2/20/23	4/10/23	49	54.92	53.42	56.47	1.55	2.82
		6/05/23	7/10/23	35	47.13	46.92	47.34	0.21	0.45	3.27
Kirby		5/25/15	7/13/15	49	73.50	71.22	75.85	2.36	3.20	3.20
Nike		10/17/16	10/31/16	14	46.39	45.66	47.13	0.74	1.60	1.60
Chevron		8/17/15	10/05/15	49	75.13	75.11	75.15	0.02	0.03	0.03
Ryder System		4/13/09	5/18/09	35	18.27	19.85	16.70	-1.58	-8.62
		11/23/15	3/07/16	105	61.75	57.05	66.85	5.10	8.25	-1.08
FedEx		10/04/21	10/11/21	7	187.46	190.03	184.88	-2.58	-1.38	-1.38
Walmart		10/19/15	11/23/15	35	17.32	18.90	15.73	-1.59	-9.17	-9.17
Verizon		7/17/23	7/24/23	7	28.00	30.66	25.34	-2.66	-9.49	-9.49
Goldman Sachs		9/26/11	10/31/11	35	73.40	77.44	69.37	-4.03	-5.49
		12/19/11	12/26/11	7	67.24	70.46	64.03	-3.21	-4.78	-10.01
Boeing		3/16/20	3/30/20	14	116.12	138.15	94.09	-22.03	-18.97
		5/02/22	6/20/22	49	141.60	129.96	154.27	12.68	8.95	-11.72
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
American Airlines		8/27/07	9/24/07	28	21.78	18.44	25.72	3.94	18.11
		11/05/07	12/24/07	49	17.33	11.11	27.02	9.70	55.95
		1/07/08	8/11/08	217	8.30	5.59	12.31	4.01	48.37
		3/23/09	4/06/09	14	2.00	2.33	1.66	-0.33	-16.69
		5/25/09	6/01/09	7	2.06	2.08	2.04	-0.02	-0.99
		8/08/11	9/26/11	49	3.47	4.76	2.19	-1.29	-37.05
		11/21/11	12/19/11	28	3.14	4.47	1.81	-1.33	-42.25
		6/27/16	7/04/16	7	22.92	26.30	19.55	-3.37	-14.71
		6/25/18	7/23/18	28	33.89	32.52	35.32	1.43	4.21
		3/02/20	3/16/20	14	16.89	14.26	20.00	3.11	18.43	-13.74
United Airlines		6/15/09	6/22/09	7	2.66	2.56	2.77	0.10	3.90
		6/29/09	7/06/09	7	2.47	2.39	2.55	0.08	3.31
		7/13/09	7/20/09	7	2.37	2.49	2.26	-0.11	-4.80
		3/30/20	8/10/20	133	27.36	31.94	22.79	-4.57	-16.72	-14.90
AES		5/31/10	6/14/10	14	7.72	8.57	6.86	-0.85	-11.05
		7/05/10	7/26/10	21	7.08	8.11	6.06	-1.03	-14.51
		10/05/15	10/19/15	14	9.18	9.48	8.88	-0.30	-3.27
		8/07/23	9/18/23	42	17.90	15.97	20.07	2.17	12.12	-17.53
Uber Technologies		11/22/21	12/27/21	35	37.88	37.92	37.85	-0.03	-0.08
		2/14/22	3/28/22	42	30.57	31.64	29.50	-1.07	-3.50
		6/20/22	8/08/22	49	20.67	31.22	10.13	-10.54	-51.01	-52.76

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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