Share-o-matic - Portfolio

Sun, Dec 14th, 2025, 19:48UTC

Assessment - Dow Jones Composite Average - 10/08/12 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	10/08/12	Δwk	5/14/12	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	12,636.800	8/12/24	-0.32	4,515.450		4,348.440	167.010	3.84	4.66
	S	Old Dominion FL	190.620	8/12/24	-1.35	9.817		9.653	0.163	1.69	4.61
		Microsoft	406.810	8/12/24	0.19	29.780		30.680	-0.900	-2.93	1.91
	S	UnitedHealth	565.290	8/12/24	1.17	57.600		55.160	2.440	4.42	8.73
	L	Apple	217.530	8/12/24	0.71	22.792		19.936	2.855	14.32	24.63
		Visa	259.890	8/12/24	0.05	34.678		29.180	5.498	18.84	23.81
	S	salesforce.com	251.310	8/12/24	-0.48	38.400		34.138	4.263	12.49	16.08
		Matson	130.130	8/12/24	0.73	20.980					-na-
		Home Depot	345.810	8/12/24	-0.81	61.880		49.880	12.000	24.06	32.45
		JP Morgan Chase	206.190	8/12/24	0.19	41.660		35.790	5.870	16.40	14.69
		Avis Budget	83.110	8/12/24	-4.43	16.930		15.450	1.480	9.58	23.68
	S	CSX	33.500	8/12/24	-1.47	7.203		7.180	0.023	0.32	-0.90
	L	NextEra Energy	77.580	8/12/24	0.15	17.670		16.425	1.245	7.58	13.46
	L	Goldman Sachs	485.500	8/12/24	-0.97	119.460		99.770	19.690	19.74	14.87
		American Express	237.050	8/12/24	-0.34	58.820		58.420	0.400	0.68	9.92
		Caterpillar	336.030	8/12/24	-0.66	85.440		93.600	-8.160	-8.72	-9.11
	S	Union Pacific	236.750	8/12/24	-0.32	61.320		55.535	5.785	10.42	11.06
		Delta Air Lines	39.060	8/12/24	-0.61	10.130		11.515	-1.385	-12.03	7.38
	L	American Water	142.560	8/12/24	0.20	37.160		33.860	3.300	9.75	10.58
		Landstar System	185.110	8/12/24	-1.04	49.100		53.750	-4.650	-8.65	-1.72
	L	Amgen	320.000	8/12/24	-0.77	86.040		70.200	15.840	22.56	25.94
		Atmos Energy	128.640	8/12/24	0.46	36.200		32.650	3.550	10.87	8.23
		Norfolk Southern	237.180	8/12/24	-1.02	67.280		68.010	-0.730	-1.07	-4.87
		Expeditors Wash	119.110	8/12/24	0.03	35.220		38.490	-3.270	-8.50	-13.80
	S	FedEx	279.150	8/12/24	0.63	86.370		87.780	-1.410	-1.61	-0.89
		⇓instrument	freshest		⇓ Δday	10/08/12	Δwk	5/14/12	prc diff	⇓ Δ21	⇓∅-RS
	L	Honeywell	196.790	8/12/24	-0.73	61.280		58.150	3.130	5.38	8.33
		Nike	74.640	8/12/24	0.40	23.748		26.868	-3.120	-11.61	-4.99
		Ryder System	131.840	8/12/24	-1.29	42.120		44.420	-2.300	-5.18	-8.04
		Travelers Companies	209.730	8/12/24	-1.29	69.540		64.480	5.060	7.85	15.33
	S	J.B. Hunt	162.770	8/12/24	-0.20	55.250		54.940	0.310	0.56	9.20
	S	McDonald´s	269.460	8/12/24	0.58	91.540		90.880	0.660	0.73	-2.34
		Southwest Airlines	25.380	8/12/24	0.20	8.860		8.080	0.780	9.65	2.02
	L	Walmart	68.700	8/12/24	1.10	25.083		19.690	5.393	27.39	19.19
	L	PSEG	80.510	8/12/24	0.81	32.410		31.820	0.590	1.85	2.40
		Merck (MSD)	113.480	8/12/24	-0.93	46.340		38.225	8.115	21.23	19.82
	L	Procter & Gamble	166.810	8/12/24	-2.19	69.100		63.580	5.520	8.68	6.31
	S	Cisco Systems	44.860	8/12/24	-1.34	18.900		16.705	2.195	13.14	2.98
	L	Sempra	78.990	8/12/24	0.74	33.455		32.370	1.085	3.35	10.85
		Boeing	164.130	8/12/24	-2.25	70.570		73.120	-2.550	-3.49	-1.48
	S	Johnson & Johnson	159.880	8/12/24	-0.46	69.440		63.930	5.510	8.62	6.11
	L	AEP	97.140	8/12/24	-0.40	44.360		38.260	6.100	15.94	10.97
	L	Xcel Energy	58.020	8/12/24	0.10	27.950		27.490	0.460	1.67	3.20
	L	Kirby	116.510	8/12/24	-0.14	56.160		61.000	-4.840	-7.93	-4.76
		United Airlines	40.420	8/12/24	-2.51	20.900		24.000	-3.100	-12.92	1.79
	L	Southern	87.200	8/12/24	0.46	46.070		45.450	0.620	1.36	1.89
		Alaska Air Group	34.590	8/12/24	-0.26	18.475		16.965	1.510	8.90	6.24
	L	Coca-Cola	68.170	8/12/24	-0.74	38.580		38.435	0.145	0.38	7.01
		Edison International	82.410	8/12/24	0.52	47.060		44.310	2.750	6.21	10.51
	L	Duke Energy	113.370	8/12/24	0.62	65.230		65.070	0.160	0.25	1.57
		Consolidated Edison	101.940	8/12/24	0.91	60.140		59.020	1.120	1.90	0.65
		⇓instrument	freshest		⇓ Δday	10/08/12	Δwk	5/14/12	prc diff	⇓ Δ21	⇓∅-RS
	S	UPS	124.860	8/12/24	-0.76	73.760		76.210	-2.450	-3.21	-1.49
	L	C.H. Robinson	98.700	8/12/24	0.20	59.990		60.450	-0.460	-0.76	-4.45
		Walt Disney	85.950	8/12/24	-0.30	52.330		45.170	7.160	15.85	24.12
	L	AES	16.710	8/12/24	0.30	10.830		12.220	-1.390	-11.37	-10.59
	L	3M	123.360	8/12/24	-0.65	95.370		85.830	9.540	11.11	10.89
		Chevron	145.020	8/12/24	0.02	117.620		101.940	15.680	15.38	11.07
		Dominion Resources	54.720	8/12/24	0.46	53.030		52.270	0.760	1.45	2.17
		Exelon	36.900	8/12/24	-0.54	35.950		38.820	-2.870	-7.39	-8.46
		Dow	52.220	8/12/24	-0.84						-na-
		Uber Technologies	69.260	8/12/24	1.05						-na-
		FirstEnergy	42.200	8/12/24	0.55	44.720		47.910	-3.190	-6.66	-1.20
		IBM	189.480	8/12/24	-1.03	209.820		199.440	10.380	5.20	8.08
		Verizon	40.530	8/12/24	-0.54	46.570		40.890	5.680	13.89	15.68
	S	Intel	19.360	8/12/24	-1.78	22.510		27.015	-4.505	-16.68	-11.95
	S	American Airlines	9.610	8/12/24	-2.54	11.570		11.240	0.330	2.94	48.14
	S	Walgreens Boots	10.200	8/12/24	-4.49	35.920		32.850	3.070	9.35	7.42
DJCA - 62 out of 65 instruments rated - 10/08/12 / 5/14/12 - 44 did rise, Market-Ratio(21) = 70.97 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

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

Transactions Dow Jones Composite Average * 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	1,639	6.100	1.400	26.579	20.479	336	43,564	> 999,999
long	10/27/08	11/03/08	7		Walmart	100	2,631	16.557	18.657		2.100	13	49,090	50,504
short	11/03/08	11/24/08	21		Avis Budget	100	22,415	2.190	0.550	8.720	6.530	298	195,464	> 999,999
long	11/24/08	1/05/09	42		Walmart	100	11,112	17.590	18.840		1.250	7	209,354	82
short	1/05/09	3/16/09	70		Avis Budget	100	261,692	0.800	0.440	1.455	0.655	82	380,631	2,158
long	3/16/09	3/23/09	7		PG & E	100	10,332	36.840	40.330		3.490	9	416,690	11,111
short	3/23/09	3/30/09	7		Avis Budget	100	496,059	0.840	0.830	0.850	0.010	1	421,700	86
long	3/30/09	8/24/15	2338		Verizon	100	13,954	30.220	44.740		14.520	48	624,312	6
short	8/24/15	8/31/15	7		Chevron	100	8,656	72.120	80.990	63.250	-8.870	-12	547,534	-100
long	8/31/15	3/16/20	1659		JetBlue Airways	100	24,531	22.320	10.610		-11.710	-52	260,276	-15
short	3/16/20	4/27/20	42		Boeing	100	2,008	129.610	128.680	130.547	0.937	1	262,156	6
long	4/27/20	5/04/20	7		Apple	100	3,703	70.793	73.290		2.498	4	271,405	510
short	5/04/20	5/18/20	14		United Airlines	100	10,744	25.260	24.130	26.443	1.183	5	284,114	230
long	5/18/20	5/25/20	7		Apple	100	3,608	78.740	79.723		0.983	1	287,659	91
short	5/25/20	6/01/20	7		United Airlines	100	11,325	25.400	29.460	21.340	-4.060	-16	241,679	-100
long	6/01/20	6/22/20	21		Apple	100	3,003	80.463	89.718		9.255	12	269,472	563
short	6/22/20	7/06/20	14		United Airlines	100	7,374	36.540	35.210	37.920	1.380	4	279,650	163
long	7/06/20	6/20/22	714		Apple	100	2,992	93.463	131.560		38.098	41	393,637	19
short	6/20/22	6/27/22	7		JetBlue Airways	100	46,093	8.540	8.760	8.320	-0.220	-3	383,497	-74
long	6/27/22	9/26/22	91		Chevron	100	2,598	147.570	140.960		-6.610	-4	366,324	-17
short	9/26/22	10/17/22	21		JetBlue Airways	100	55,252	6.630	6.850	6.410	-0.220	-3	354,169	-44
long	10/17/22	8/12/24	665		PG & E	100	25,011	14.160	18.230		4.070	29	455,963	15
accum	9/29/08	8/12/24	6285	days out of 7286 invested (86%)							4,460		455,963	25

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	6.10	1.40	26.58	20.48	335.71
	short	11/03/08	11/24/08	21	2.19	0.55	8.72	6.53	298.18
	short	1/05/09	3/16/09	70	0.80	0.44	1.45	0.65	81.81
	short	3/23/09	3/30/09	7	0.84	0.83	0.85	0.01	1.20	3,092.27
Apple	long	4/27/20	5/04/20	7	70.79	73.29		2.50	3.53
	long	5/18/20	5/25/20	7	78.74	79.72		0.98	1.25
	long	6/01/20	6/22/20	21	80.46	89.72		9.26	11.50
	long	7/06/20	6/20/22	714	93.46	131.56		38.10	40.76	64.52
Verizon	long	3/30/09	8/24/15	2338	30.22	44.74		14.52	48.05	48.05
PG & E	long	3/16/09	3/23/09	7	36.84	40.33		3.49	9.47
	long	10/17/22	8/12/24	665	14.16	18.23		4.07	28.74	40.94
Walmart	long	10/27/08	11/03/08	7	16.56	18.66		2.10	12.68
	long	11/24/08	1/05/09	42	17.59	18.84		1.25	7.11	20.69
Boeing	short	3/16/20	4/27/20	42	129.61	128.68	130.55	0.94	0.72	0.72
United Airlines	short	5/04/20	5/18/20	14	25.26	24.13	26.44	1.18	4.68
	short	5/25/20	6/01/20	7	25.40	29.46	21.34	-4.06	-15.98
	short	6/22/20	7/06/20	14	36.54	35.21	37.92	1.38	3.78	-8.73
Chevron	short	8/24/15	8/31/15	7	72.12	80.99	63.25	-8.87	-12.30
	long	6/27/22	9/26/22	91	147.57	140.96		-6.61	-4.48	-16.23
JetBlue Airways	long	8/31/15	3/16/20	1659	22.32	10.61		-11.71	-52.46
	short	6/20/22	6/27/22	7	8.54	8.76	8.32	-0.22	-2.58
	short	9/26/22	10/17/22	21	6.63	6.85	6.41	-0.22	-3.32	-55.23

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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