Share-o-matic - Portfolio

Sun, Dec 14th, 2025, 20:23UTC

Assessment - Dow Jones Composite Average - 2/17/20 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/17/20	Δwk	9/23/19	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	12,636.800	8/12/24	-0.32	9,682.420		8,945.260	737.160	8.24	8.91
		Matson	130.130	8/12/24	0.73	36.450		38.330	-1.880	-4.90	-3.62
		Ryder System	131.840	8/12/24	-1.29	40.120		51.570	-11.450	-22.20	-26.83
	L	Apple	217.530	8/12/24	0.71	81.238		54.680	26.558	48.57	49.01
	S	Old Dominion FL	190.620	8/12/24	-1.35	74.180		56.767	17.414	30.68	35.67
		Caterpillar	336.030	8/12/24	-0.66	137.990		128.420	9.570	7.45	2.78
		Microsoft	406.810	8/12/24	0.19	185.350		139.140	46.210	33.21	36.49
	L	Goldman Sachs	485.500	8/12/24	-0.97	237.080		213.460	23.620	11.07	13.44
		Avis Budget	83.110	8/12/24	-4.43	41.300		28.980	12.320	42.51	29.73
	S	UnitedHealth	565.290	8/12/24	1.17	298.780		228.770	70.010	30.60	18.88
	S	FedEx	279.150	8/12/24	0.63	158.620		145.670	12.950	8.89	-2.77
	L	Walmart	68.700	8/12/24	1.10	39.297		39.207	0.090	0.23	6.97
		American Express	237.050	8/12/24	-0.34	135.870		118.240	17.630	14.91	14.17
		Uber Technologies	69.260	8/12/24	1.05	40.180		33.000	7.180	21.76	-na-
		Landstar System	185.110	8/12/24	-1.04	108.180		113.040	-4.860	-4.30	-1.39
		Expeditors Wash	119.110	8/12/24	0.03	73.390		72.580	0.810	1.12	-1.54
	L	Kirby	116.510	8/12/24	-0.14	74.220		80.880	-6.660	-8.23	-6.70
		Travelers Companies	209.730	8/12/24	-1.29	137.760		146.540	-8.780	-5.99	-1.98
		JP Morgan Chase	206.190	8/12/24	0.19	137.460		118.880	18.580	15.63	17.55
	S	J.B. Hunt	162.770	8/12/24	-0.20	110.070		113.450	-3.380	-2.98	5.31
	L	Amgen	320.000	8/12/24	-0.77	223.480		197.760	25.720	13.01	12.99
		Home Depot	345.810	8/12/24	-0.81	245.030		226.250	18.780	8.30	15.74
	L	PSEG	80.510	8/12/24	0.81	58.480		61.920	-3.440	-5.56	-1.79
		Merck (MSD)	113.480	8/12/24	-0.93	82.650		84.360	-1.710	-2.03	-1.10
	L	C.H. Robinson	98.700	8/12/24	0.20	72.010		83.890	-11.880	-14.16	-12.24
		⇓instrument	freshest		⇓ Δday	2/17/20	Δwk	9/23/19	prc diff	⇓ Δ21	⇓∅-RS
	L	Procter & Gamble	166.810	8/12/24	-2.19	126.140		123.220	2.920	2.37	10.66
		Chevron	145.020	8/12/24	0.02	110.080		124.900	-14.820	-11.87	-7.96
	S	salesforce.com	251.310	8/12/24	-0.48	191.090		154.650	36.440	23.56	20.81
	S	Union Pacific	236.750	8/12/24	-0.32	184.000		166.050	17.950	10.81	7.52
	L	Southern	87.200	8/12/24	0.46	69.020		61.320	7.700	12.56	20.40
	S	CSX	33.500	8/12/24	-1.47	26.530		22.953	3.577	15.58	9.33
		IBM	189.480	8/12/24	-1.03	150.700		142.070	8.630	6.07	8.95
	S	McDonald´s	269.460	8/12/24	0.58	217.090		211.540	5.550	2.62	8.29
		Visa	259.890	8/12/24	0.05	210.290		174.910	35.380	20.23	22.19
	S	UPS	124.860	8/12/24	-0.76	105.950		119.050	-13.100	-11.00	-4.94
	L	Coca-Cola	68.170	8/12/24	-0.74	59.950		54.140	5.810	10.73	16.36
		Norfolk Southern	237.180	8/12/24	-1.02	209.350		179.510	29.840	16.62	10.14
	L	Duke Energy	113.370	8/12/24	0.62	101.280		95.400	5.880	6.16	11.98
	L	NextEra Energy	77.580	8/12/24	0.15	69.630		56.320	13.310	23.63	29.86
	L	Honeywell	196.790	8/12/24	-0.73	180.810		167.140	13.670	8.18	7.20
		Consolidated Edison	101.940	8/12/24	0.91	94.300		92.750	1.550	1.67	7.65
		Dow	52.220	8/12/24	-0.84	48.630		47.910	0.720	1.50	-na-
		Edison International	82.410	8/12/24	0.52	77.140		74.160	2.980	4.02	13.51
		Atmos Energy	128.640	8/12/24	0.46	120.570		112.590	7.980	7.09	12.72
	S	Johnson & Johnson	159.880	8/12/24	-0.46	150.130		131.740	18.390	13.96	9.91
	L	American Water	142.560	8/12/24	0.20	139.320		122.580	16.740	13.66	20.27
	L	Sempra	78.990	8/12/24	0.74	80.445		70.935	9.510	13.41	16.41
	S	Cisco Systems	44.860	8/12/24	-1.34	46.970		49.420	-2.450	-4.96	-6.92
	L	AEP	97.140	8/12/24	-0.40	103.760		93.400	10.360	11.09	16.01
	L	Xcel Energy	58.020	8/12/24	0.10	70.260		64.600	5.660	8.76	16.47
		⇓instrument	freshest		⇓ Δday	2/17/20	Δwk	9/23/19	prc diff	⇓ Δ21	⇓∅-RS
		FirstEnergy	42.200	8/12/24	0.55	52.230		47.760	4.470	9.36	16.66
	L	AES	16.710	8/12/24	0.30	20.930		16.250	4.680	28.80	20.83
	L	3M	123.360	8/12/24	-0.65	161.010		166.760	-5.750	-3.45	-8.41
		Exelon	36.900	8/12/24	-0.54	49.760		48.310	1.450	3.00	5.16
		Nike	74.640	8/12/24	0.40	103.540		87.690	15.850	18.08	16.73
		Verizon	40.530	8/12/24	-0.54	58.510		60.210	-1.700	-2.82	0.10
		Delta Air Lines	39.060	8/12/24	-0.61	58.900		58.020	0.880	1.52	5.15
		Dominion Resources	54.720	8/12/24	0.46	87.460		80.850	6.610	8.18	11.41
		Walt Disney	85.950	8/12/24	-0.30	139.540		132.480	7.060	5.33	4.31
		Alaska Air Group	34.590	8/12/24	-0.26	66.110		64.640	1.470	2.27	4.14
		United Airlines	40.420	8/12/24	-2.51	79.550		88.210	-8.660	-9.82	-7.87
		Boeing	164.130	8/12/24	-2.25	340.490		377.030	-36.540	-9.69	-5.30
		Southwest Airlines	25.380	8/12/24	0.20	57.970		54.480	3.490	6.41	8.74
	S	American Airlines	9.610	8/12/24	-2.54	29.200		27.500	1.700	6.18	-2.10
	S	Intel	19.360	8/12/24	-1.78	67.270		50.900	16.370	32.16	27.91
	S	Walgreens Boots	10.200	8/12/24	-4.49	52.850		54.320	-1.470	-2.71	-5.82
DJCA - 65 out of 65 instruments rated - 2/17/20 / 9/23/19 - 48 did rise, Market-Ratio(21) = 73.85 %
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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