Share-o-matic - Portfolio

Sun, Dec 14th, 2025, 19:53UTC

Assessment - Dow Jones Composite Average - 2/03/20 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/03/20	Δwk	9/09/19	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	12,636.800	8/12/24	-0.32	9,406.730		8,913.940	492.790	5.53	6.30
		Matson	130.130	8/12/24	0.73	36.190		37.700	-1.510	-4.01	-4.04
	S	Old Dominion FL	190.620	8/12/24	-1.35	66.284		55.670	10.614	19.07	22.99
	L	Apple	217.530	8/12/24	0.71	77.165		53.543	23.623	44.12	44.72
		Ryder System	131.840	8/12/24	-1.29	48.370		53.610	-5.240	-9.77	-12.58
		Caterpillar	336.030	8/12/24	-0.66	129.770		127.250	2.520	1.98	-3.38
		Avis Budget	83.110	8/12/24	-4.43	32.830		27.350	5.480	20.04	4.10
		Microsoft	406.810	8/12/24	0.19	174.380		137.520	36.860	26.80	30.98
	S	UnitedHealth	565.290	8/12/24	1.17	274.020		230.680	43.340	18.79	9.17
	L	Goldman Sachs	485.500	8/12/24	-0.97	239.010		211.980	27.030	12.75	15.14
	S	FedEx	279.150	8/12/24	0.63	143.840		167.420	-23.580	-14.08	-12.47
		Uber Technologies	69.260	8/12/24	1.05	37.590		32.240	5.350	16.59	-na-
		American Express	237.050	8/12/24	-0.34	131.000		119.920	11.080	9.24	11.03
	L	Walmart	68.700	8/12/24	1.10	38.090		38.777	-0.687	-1.77	4.37
		Landstar System	185.110	8/12/24	-1.04	110.950		113.480	-2.530	-2.23	1.31
		Expeditors Wash	119.110	8/12/24	0.03	72.700		73.960	-1.260	-1.70	-2.42
	L	Kirby	116.510	8/12/24	-0.14	72.090		78.620	-6.530	-8.31	-9.50
		Travelers Companies	209.730	8/12/24	-1.29	133.610		149.230	-15.620	-10.47	-4.71
		JP Morgan Chase	206.190	8/12/24	0.19	133.370		115.400	17.970	15.57	15.16
		Home Depot	345.810	8/12/24	-0.81	231.540		232.870	-1.330	-0.57	10.30
	L	Amgen	320.000	8/12/24	-0.77	216.880		202.340	14.540	7.19	10.35
	S	J.B. Hunt	162.770	8/12/24	-0.20	110.440		113.870	-3.430	-3.01	5.67
	L	C.H. Robinson	98.700	8/12/24	0.20	72.010		83.290	-11.280	-13.54	-12.99
		Chevron	145.020	8/12/24	0.02	106.280		119.390	-13.110	-10.98	-11.50
	L	PSEG	80.510	8/12/24	0.81	59.330		60.380	-1.050	-1.74	-0.17
		⇓instrument	freshest		⇓ Δday	2/03/20	Δwk	9/09/19	prc diff	⇓ Δ21	⇓∅-RS
	S	salesforce.com	251.310	8/12/24	-0.48	185.420		149.540	35.880	23.99	17.91
	L	Procter & Gamble	166.810	8/12/24	-2.19	125.110		122.170	2.940	2.41	10.82
	S	Union Pacific	236.750	8/12/24	-0.32	180.290		166.120	14.170	8.53	5.74
	S	CSX	33.500	8/12/24	-1.47	25.700		23.017	2.683	11.66	6.35
		Merck (MSD)	113.480	8/12/24	-0.93	87.340		83.470	3.870	4.64	4.92
		IBM	189.480	8/12/24	-1.03	146.270		142.600	3.670	2.57	6.13
		Visa	259.890	8/12/24	0.05	200.810		181.550	19.260	10.61	18.28
	S	McDonald´s	269.460	8/12/24	0.58	215.180		217.260	-2.080	-0.96	8.10
	L	Southern	87.200	8/12/24	0.46	70.700		59.020	11.680	19.79	25.02
	S	UPS	124.860	8/12/24	-0.76	102.030		121.660	-19.630	-16.14	-8.67
	L	Coca-Cola	68.170	8/12/24	-0.74	58.580		54.520	4.060	7.45	14.67
	L	NextEra Energy	77.580	8/12/24	0.15	66.703		54.973	11.730	21.34	26.26
	L	Duke Energy	113.370	8/12/24	0.62	97.670		93.720	3.950	4.21	8.40
	L	Honeywell	196.790	8/12/24	-0.73	171.320		169.660	1.660	0.98	2.16
		Norfolk Southern	237.180	8/12/24	-1.02	206.990		177.320	29.670	16.73	9.59
		Dow	52.220	8/12/24	-0.84	46.740		44.450	2.290	5.15	-na-
		Consolidated Edison	101.940	8/12/24	0.91	93.850		90.390	3.460	3.83	7.89
		Atmos Energy	128.640	8/12/24	0.46	118.670		107.740	10.930	10.14	11.82
	S	Johnson & Johnson	159.880	8/12/24	-0.46	150.170		126.950	23.220	18.29	10.41
		Edison International	82.410	8/12/24	0.52	77.660		71.120	6.540	9.20	15.57
	L	American Water	142.560	8/12/24	0.20	136.520		122.360	14.160	11.57	19.41
	L	Sempra	78.990	8/12/24	0.74	80.530		70.505	10.025	14.22	17.99
	S	Cisco Systems	44.860	8/12/24	-1.34	46.530		48.580	-2.050	-4.22	-7.85
	L	AEP	97.140	8/12/24	-0.40	104.220		91.380	12.840	14.05	17.69
	L	Xcel Energy	58.020	8/12/24	0.10	69.450		63.390	6.060	9.56	16.32
		⇓instrument	freshest		⇓ Δday	2/03/20	Δwk	9/09/19	prc diff	⇓ Δ21	⇓∅-RS
	L	AES	16.710	8/12/24	0.30	20.310		15.030	5.280	35.13	18.06
		FirstEnergy	42.200	8/12/24	0.55	51.500		46.920	4.580	9.76	16.25
	L	3M	123.360	8/12/24	-0.65	156.590		165.940	-9.350	-5.63	-11.79
		Exelon	36.900	8/12/24	-0.54	48.200		48.030	0.170	0.35	1.90
		Nike	74.640	8/12/24	0.40	99.270		88.670	10.600	11.95	12.65
		Verizon	40.530	8/12/24	-0.54	58.050		58.660	-0.610	-1.04	-0.37
		Delta Air Lines	39.060	8/12/24	-0.61	56.040		58.110	-2.070	-3.56	0.50
		Dominion Resources	54.720	8/12/24	0.46	85.840		76.670	9.170	11.96	10.03
		Walt Disney	85.950	8/12/24	-0.30	141.320		138.830	2.490	1.79	6.66
		United Airlines	40.420	8/12/24	-2.51	74.910		87.330	-12.420	-14.22	-13.72
		Alaska Air Group	34.590	8/12/24	-0.26	64.650		64.770	-0.120	-0.19	1.79
		Boeing	164.130	8/12/24	-2.25	316.000		358.780	-42.780	-11.92	-12.81
		Southwest Airlines	25.380	8/12/24	0.20	55.220		53.080	2.140	4.03	3.47
	S	American Airlines	9.610	8/12/24	-2.54	27.160		28.440	-1.280	-4.50	-9.77
	S	Intel	19.360	8/12/24	-1.78	64.420		51.590	12.830	24.87	23.62
	S	Walgreens Boots	10.200	8/12/24	-4.49	50.950		55.590	-4.640	-8.35	-10.25
DJCA - 65 out of 65 instruments rated - 2/03/20 / 9/09/19 - 41 did rise, Market-Ratio(21) = 63.08 %
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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