Share-o-matic - Portfolio

Tue, Dec 30th, 2025, 19:15UTC

Assessment - Dow Jones Composite Average in Japanese yen - 5/11/20 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/11/20	Δwk	12/16/19	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	1,360,044.562	8/12/24	-0.32	837,114.919		1,018,986.529	-181,871.610	-17.85	-11.03
		Avis Budget	8,944.773	8/12/24	-4.43	1,414.202		3,515.065	-2,100.863	-59.77	-49.79
		Matson	14,005.334	8/12/24	0.73	2,968.317		4,330.280	-1,361.963	-31.45	-23.63
		Ryder System	14,189.374	8/12/24	-1.29	3,637.749		5,808.404	-2,170.655	-37.37	-25.18
		Caterpillar	36,165.467	8/12/24	-0.66	11,689.228		15,927.366	-4,238.137	-26.61	-15.28
		American Express	25,512.674	8/12/24	-0.34	9,183.702		13,551.848	-4,368.146	-32.23	-25.12
	L	Apple	23,411.821	8/12/24	0.71	8,475.794		7,666.195	809.598	10.56	31.95
	L	Goldman Sachs	52,252.282	8/12/24	-0.97	19,712.725		24,986.767	-5,274.042	-21.11	-10.04
	S	Old Dominion FL	20,515.613	8/12/24	-1.35	8,381.352		6,793.839	1,587.513	23.37	33.27
	S	FedEx	30,043.717	8/12/24	0.63	12,652.478		17,980.742	-5,328.264	-29.63	-20.85
		JP Morgan Chase	22,191.345	8/12/24	0.19	9,683.085		15,048.599	-5,365.514	-35.65	-21.62
	L	Kirby	12,539.471	8/12/24	-0.14	5,539.495		9,073.646	-3,534.151	-38.95	-26.69
		Travelers Companies	22,572.340	8/12/24	-1.29	10,279.331		14,921.496	-4,642.165	-31.11	-27.83
		Uber Technologies	7,454.157	8/12/24	1.05	3,405.277		3,292.634	112.643	3.42	-4.17
		Microsoft	43,783.215	8/12/24	0.19	20,098.025		17,041.711	3,056.313	17.93	26.82
	S	UnitedHealth	60,839.737	8/12/24	1.17	31,070.466		31,998.270	-927.804	-2.90	12.49
		Delta Air Lines	4,203.860	8/12/24	-0.61	2,368.842		6,401.188	-4,032.346	-62.99	-53.28
		Landstar System	19,922.595	8/12/24	-1.04	11,722.592		12,129.605	-407.013	-3.36	1.16
		United Airlines	4,350.231	8/12/24	-2.51	2,579.788		9,711.354	-7,131.566	-73.44	-62.51
	L	PSEG	8,664.946	8/12/24	0.81	5,187.559		6,503.090	-1,315.531	-20.23	-15.51
	L	Walmart	7,393.886	8/12/24	1.10	4,436.687		4,402.597	34.090	0.77	7.01
		Expeditors Wash	12,819.298	8/12/24	0.03	8,080.538		8,355.950	-275.412	-3.30	3.15
	S	J.B. Hunt	17,518.237	8/12/24	-0.20	11,106.973		12,544.882	-1,437.909	-11.46	0.50
	L	Southern	9,384.962	8/12/24	0.46	6,006.591		6,823.040	-816.449	-11.97	-5.63
		Chevron	15,607.880	8/12/24	0.02	10,049.012		13,078.497	-3,029.485	-23.16	-13.78
		⇓instrument	freshest		⇓ Δday	5/11/20	Δwk	12/16/19	prc diff	⇓ Δ21	⇓∅-RS
		IBM	20,392.919	8/12/24	-1.03	13,193.836		14,696.874	-1,503.038	-10.23	-8.32
		Dow	5,620.215	8/12/24	-0.84	3,648.512		5,935.508	-2,286.996	-38.53	-23.29
	S	CSX	3,605.461	8/12/24	-1.47	2,364.537		2,658.575	-294.038	-11.06	-5.44
	S	Union Pacific	25,480.387	8/12/24	-0.32	16,881.092		19,732.796	-2,851.704	-14.45	-5.37
	L	Coca-Cola	7,336.845	8/12/24	-0.74	4,901.275		5,962.901	-1,061.626	-17.80	-12.77
	S	McDonald´s	29,000.824	8/12/24	0.58	19,467.338		21,682.080	-2,214.742	-10.21	-9.14
	L	Honeywell	21,179.663	8/12/24	-0.73	14,451.980		19,328.476	-4,876.496	-25.23	-18.11
		Home Depot	37,218.046	8/12/24	-0.81	25,459.938		23,616.023	1,843.915	7.81	9.91
		Merck (MSD)	12,213.365	8/12/24	-0.93	8,385.119		9,783.671	-1,398.552	-14.29	-6.71
		Edison International	8,869.435	8/12/24	0.52	6,115.293		8,108.318	-1,993.025	-24.58	-15.35
	L	Procter & Gamble	17,953.045	8/12/24	-2.19	12,410.321		13,757.843	-1,347.522	-9.79	-2.33
		Visa	27,970.846	8/12/24	0.05	19,755.775		20,406.663	-650.888	-3.19	3.46
		Consolidated Edison	10,971.365	8/12/24	0.91	7,817.932		9,667.525	-1,849.594	-19.13	-17.15
	L	Duke Energy	12,201.527	8/12/24	0.62	8,788.715		9,915.158	-1,126.442	-11.36	-9.17
	S	salesforce.com	27,047.417	8/12/24	-0.48	19,659.988		17,746.259	1,913.730	10.78	15.71
	L	NextEra Energy	8,349.603	8/12/24	0.15	6,117.983		6,559.793	-441.810	-6.74	-0.06
		Norfolk Southern	25,526.666	8/12/24	-1.02	18,733.331		20,880.014	-2,146.683	-10.28	-4.59
	L	AES	1,798.426	8/12/24	0.30	1,334.559		2,122.407	-787.848	-37.12	-24.94
	S	UPS	13,438.146	8/12/24	-0.76	10,107.130		13,052.200	-2,945.070	-22.56	-13.06
		Atmos Energy	13,844.971	8/12/24	0.46	10,416.016		11,880.877	-1,464.861	-12.33	-10.36
	L	C.H. Robinson	10,622.657	8/12/24	0.20	8,007.353		8,442.512	-435.159	-5.15	-4.27
	L	Amgen	34,440.227	8/12/24	-0.77	26,125.065		26,647.877	-522.812	-1.96	18.53
		Boeing	17,664.608	8/12/24	-2.25	13,874.030		35,829.998	-21,955.968	-61.28	-53.59
	L	Sempra	8,501.355	8/12/24	0.74	6,715.844		8,252.953	-1,537.108	-18.62	-9.68
	L	AEP	10,454.761	8/12/24	-0.40	8,520.727		10,193.470	-1,672.743	-16.41	-12.70
		⇓instrument	freshest		⇓ Δday	5/11/20	Δwk	12/16/19	prc diff	⇓ Δ21	⇓∅-RS
		Alaska Air Group	3,722.773	8/12/24	-0.26	3,052.265		7,560.458	-4,508.193	-59.63	-46.94
	L	American Water	15,343.121	8/12/24	0.20	12,860.196		13,247.238	-387.042	-2.92	-1.88
	S	Johnson & Johnson	17,207.198	8/12/24	-0.46	16,048.069		15,536.194	511.875	3.29	8.55
		FirstEnergy	4,541.805	8/12/24	0.55	4,350.231		5,315.331	-965.100	-18.16	-10.83
	S	Cisco Systems	4,828.089	8/12/24	-1.34	4,662.346		5,038.114	-375.768	-7.46	-8.55
		Exelon	3,971.389	8/12/24	-0.54	4,012.286		4,897.862	-885.576	-18.08	-16.46
		Southwest Airlines	2,731.540	8/12/24	0.20	2,807.955		5,955.231	-3,147.276	-52.85	-46.58
	L	Xcel Energy	6,244.444	8/12/24	0.10	6,471.534		6,906.314	-434.780	-6.30	-3.85
	S	American Airlines	1,034.283	8/12/24	-2.54	1,087.020		3,059.246	-1,972.227	-64.47	-55.35
	L	3M	13,276.707	8/12/24	-0.65	15,684.295		18,709.395	-3,025.101	-16.17	-10.35
		Nike	8,033.183	8/12/24	0.40	9,786.406		10,826.796	-1,040.390	-9.61	2.57
		Walt Disney	9,250.430	8/12/24	-0.30	11,598.823		16,267.038	-4,668.216	-28.70	-17.12
		Verizon	4,362.070	8/12/24	-0.54	6,070.090		6,709.085	-638.995	-9.52	-3.27
		Dominion Resources	5,889.279	8/12/24	0.46	8,528.261		8,945.447	-417.186	-4.66	0.02
	S	Intel	2,083.634	8/12/24	-1.78	6,471.534		6,322.296	149.238	2.36	12.80
	S	Walgreens Boots	1,097.782	8/12/24	-4.49	4,489.068		6,333.254	-1,844.185	-29.12	-20.77
DJCA - 65 out of 65 instruments rated - 5/11/20 / 12/16/19 - 9 did rise, Market-Ratio(21) in JPY = 13.85 %
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 in Japanese yen * 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	15	646.737	131.914	3,170.765	2,524.028	390	47,860	> 999,999
long	10/27/08	11/03/08	7		Walmart	100	30	1,560.045	1,837.233		277.189	18	56,176	505,221
short	11/03/08	11/24/08	21		Avis Budget	100	260	215.662	52.750	881.711	666.049	309	229,349	> 999,999
long	11/24/08	1/05/09	42		Walmart	100	135	1,687.036	1,730.226		43.190	3	235,179	25
short	1/05/09	3/16/09	70		Avis Budget	100	3,201	73.470	43.102	125.237	51.766	70	400,883	1,513
long	3/16/09	3/23/09	7		PG & E	100	111	3,608.776	3,869.091		260.315	7	429,778	3,678
short	3/23/09	3/30/09	7		Avis Budget	100	5,333	80.586	81.232	79.940	-0.646	-1	426,331	-34
long	3/30/09	8/24/15	2338		Verizon	100	144	2,957.639	5,298.549		2,340.910	79	763,422	10
short	8/24/15	8/31/15	7		Chevron	100	89	8,541.157	9,820.570	7,261.744	-1,279.413	-15	649,555	-100
long	8/31/15	3/16/20	1659		JetBlue Airways	100	240	2,706.447	1,124.373		-1,582.074	-58	269,857	-18
short	3/16/20	4/27/20	42		Boeing	100	19	13,735.154	13,799.893	13,670.415	-64.739	0	268,627	-4
long	4/27/20	5/04/20	7		Apple	100	35	7,591.925	7,823.320		231.395	3	276,726	379
short	5/04/20	5/18/20	14		United Airlines	100	102	2,696.372	2,587.277	2,810.066	113.694	4	288,323	194
long	5/18/20	5/25/20	7		Apple	100	34	8,442.694	8,583.902		141.208	2	293,124	137
short	5/25/20	6/01/20	7		United Airlines	100	107	2,734.876	3,168.007	2,301.744	-433.131	-16	246,779	-100
long	6/01/20	6/22/20	21		Apple	100	28	8,652.605	9,584.595		931.990	11	272,874	492
short	6/22/20	7/06/20	14		United Airlines	100	69	3,903.599	3,781.804	4,029.315	125.716	3	281,549	129
long	7/06/20	6/20/22	714		Apple	100	28	10,038.537	17,762.345		7,723.807	77	497,815	34
short	6/20/22	6/27/22	7		JetBlue Airways	100	431	1,153.013	1,185.393	1,120.633	-32.380	-3	483,859	-77
long	6/27/22	9/26/22	91		Chevron	100	24	19,969.007	20,371.482		402.475	2	493,519	8
short	9/26/22	10/17/22	21		JetBlue Airways	100	515	958.165	1,019.125	897.205	-60.960	-6	462,124	-68
long	10/17/22	8/12/24	665		PG & E	100	219	2,106.688	2,945.502		838.815	40	645,825	20
accum	9/29/08	8/12/24	6301	days out of 7302 invested (86%)							6,358		645,825	27

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	646.74	131.91	3,170.76	2,524.03	390.27
	short	11/03/08	11/24/08	21	215.66	52.75	881.71	666.05	308.84
	short	1/05/09	3/16/09	70	73.47	43.10	125.24	51.77	70.46
	short	3/23/09	3/30/09	7	80.59	81.23	79.94	-0.65	-0.80	3,289.31
Apple	long	4/27/20	5/04/20	7	7,591.93	7,823.32		231.40	3.05
	long	5/18/20	5/25/20	7	8,442.69	8,583.90		141.21	1.67
	long	6/01/20	6/22/20	21	8,652.60	9,584.59		931.99	10.77
	long	7/06/20	6/20/22	714	10,038.54	17,762.34		7,723.81	76.94	105.35
Verizon	long	3/30/09	8/24/15	2338	2,957.64	5,298.55		2,340.91	79.15	79.15
PG & E	long	3/16/09	3/23/09	7	3,608.78	3,869.09		260.32	7.21
	long	10/17/22	8/12/24	665	2,106.69	2,945.50		838.81	39.82	49.90
Walmart	long	10/27/08	11/03/08	7	1,560.04	1,837.23		277.19	17.77
	long	11/24/08	1/05/09	42	1,687.04	1,730.23		43.19	2.56	20.78
Boeing	short	3/16/20	4/27/20	42	13,735.15	13,799.89	13,670.41	-64.74	-0.47	-0.47
United Airlines	short	5/04/20	5/18/20	14	2,696.37	2,587.28	2,810.07	113.69	4.22
	short	5/25/20	6/01/20	7	2,734.88	3,168.01	2,301.74	-433.13	-15.84
	short	6/22/20	7/06/20	14	3,903.60	3,781.80	4,029.32	125.72	3.22	-9.46
Chevron	short	8/24/15	8/31/15	7	8,541.16	9,820.57	7,261.74	-1,279.41	-14.98
	long	6/27/22	9/26/22	91	19,969.01	20,371.48		402.48	2.02	-13.27
JetBlue Airways	long	8/31/15	3/16/20	1659	2,706.45	1,124.37		-1,582.07	-58.46
	short	6/20/22	6/27/22	7	1,153.01	1,185.39	1,120.63	-32.38	-2.81
	short	9/26/22	10/17/22	21	958.16	1,019.13	897.20	-60.96	-6.36	-62.19

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


	is taking down something concerning