Share-o-matic - Portfolio

Tue, Dec 30th, 2025, 15:11UTC

Assessment - Dow Jones Composite Average in Japanese yen - 2/08/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/08/21	Δwk	9/14/20	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	1,328,850.604	8/12/24	-0.32	1,087,430.687		977,330.894	110,099.793	11.27	15.58
	L	Kirby	12,251.866	8/12/24	-0.14	6,069.674		4,111.321	1,958.353	47.63	19.57
		Matson	13,684.107	8/12/24	0.73	6,952.995		4,123.991	2,829.004	68.60	71.39
		Avis Budget	8,739.616	8/12/24	-4.43	4,546.998		3,597.142	949.856	26.41	69.77
		Ryder System	13,863.926	8/12/24	-1.29	7,251.641		4,476.631	2,775.010	61.99	67.10
		American Express	24,927.516	8/12/24	-0.34	13,459.071		11,325.665	2,133.406	18.84	24.68
	S	Old Dominion FL	20,045.067	8/12/24	-1.35	11,159.809		10,196.477	963.331	9.45	23.92
	S	UnitedHealth	59,444.318	8/12/24	1.17	34,106.689		32,579.104	1,527.585	4.69	6.33
		Caterpillar	35,335.977	8/12/24	-0.66	20,763.291		16,207.727	4,555.564	28.11	41.16
		Microsoft	42,779.004	8/12/24	0.19	25,497.468		21,687.377	3,810.092	17.57	22.77
	L	Goldman Sachs	51,053.824	8/12/24	-0.97	31,562.936		21,257.662	10,305.274	48.48	44.53
	L	Apple	22,874.847	8/12/24	0.71	14,397.073		12,179.287	2,217.786	18.21	43.12
		Chevron	15,249.898	8/12/24	0.02	9,619.781		8,160.349	1,459.432	17.88	7.00
		IBM	19,925.188	8/12/24	-1.03	12,998.482		12,890.374	108.108	0.84	0.16
		Merck (MSD)	11,933.240	8/12/24	-0.93	7,890.997		8,885.690	-994.693	-11.19	-7.07
		JP Morgan Chase	21,682.365	8/12/24	0.19	14,736.731		10,818.877	3,917.854	36.21	33.09
		Atmos Energy	13,527.423	8/12/24	0.46	9,367.404		9,852.811	-485.407	-4.93	-10.63
	L	Southern	9,169.709	8/12/24	0.46	6,386.197		5,581.007	805.190	14.43	5.58
		Travelers Companies	22,054.621	8/12/24	-1.29	15,373.984		12,084.792	3,289.192	27.22	23.98
		Consolidated Edison	10,719.726	8/12/24	0.91	7,495.606		7,836.216	-340.610	-4.35	-7.51
		Edison International	8,666.006	8/12/24	0.52	6,070.726		5,453.254	617.471	11.32	-0.98
	L	Walmart	7,224.300	8/12/24	1.10	5,083.646		4,832.787	250.859	5.19	9.30
	L	PSEG	8,466.207	8/12/24	0.81	6,184.295		5,540.887	643.409	11.61	9.63
	L	Coca-Cola	7,168.567	8/12/24	-0.74	5,249.448		5,354.008	-104.561	-1.95	1.06
	L	Amgen	33,650.307	8/12/24	-0.77	24,982.198		26,052.092	-1,069.894	-4.11	1.91
		⇓instrument	freshest		⇓ Δday	2/08/21	Δwk	9/14/20	prc diff	⇓ Δ21	⇓∅-RS
		FirstEnergy	4,437.634	8/12/24	0.55	3,378.701		3,131.530	247.171	7.89	-6.95
	L	Procter & Gamble	17,541.274	8/12/24	-2.19	13,583.157		14,636.683	-1,053.526	-7.20	0.52
	S	McDonald´s	28,335.661	8/12/24	0.58	22,249.162		23,286.928	-1,037.765	-4.46	5.41
	L	Sempra	8,306.368	8/12/24	0.74	6,564.439		6,289.983	274.455	4.36	-0.82
		Expeditors Wash	12,525.275	8/12/24	0.03	9,952.078		9,630.036	322.043	3.34	16.50
		Visa	27,329.307	8/12/24	0.05	21,755.975		21,641.977	113.998	0.53	6.17
		Landstar System	19,465.651	8/12/24	-1.04	15,740.982		13,464.735	2,276.248	16.91	25.17
		Home Depot	36,364.414	8/12/24	-0.81	29,447.173		29,631.285	-184.112	-0.62	11.59
	L	Duke Energy	11,921.673	8/12/24	0.62	9,842.715		8,908.918	933.797	10.48	6.70
	L	AEP	10,214.971	8/12/24	-0.40	8,515.631		8,482.371	33.260	0.39	-4.70
		Uber Technologies	7,283.188	8/12/24	1.05	6,234.771		4,006.796	2,227.975	55.60	66.45
	S	Union Pacific	24,895.969	8/12/24	-0.32	21,464.689		20,993.710	470.979	2.24	14.32
	S	CSX	3,522.766	8/12/24	-1.47	3,058.676		2,778.890	279.786	10.07	17.05
	S	J.B. Hunt	17,116.439	8/12/24	-0.20	15,355.055		13,938.793	1,416.263	10.16	21.85
	L	C.H. Robinson	10,379.016	8/12/24	0.20	9,460.994		10,633.054	-1,172.060	-11.02	6.07
	S	FedEx	29,354.635	8/12/24	0.63	27,072.723		24,952.994	2,119.729	8.49	46.47
	S	salesforce.com	26,427.058	8/12/24	-0.48	25,125.212		26,040.478	-915.266	-3.51	19.70
		Norfolk Southern	24,941.187	8/12/24	-1.02	25,637.327		23,258.421	2,378.907	10.23	24.61
	S	Johnson & Johnson	16,812.534	8/12/24	-0.46	17,342.527		15,662.929	1,679.597	10.72	11.61
	L	Honeywell	20,693.887	8/12/24	-0.73	21,437.348		17,787.217	3,650.131	20.52	24.59
	L	Xcel Energy	6,101.221	8/12/24	0.10	6,546.036		7,342.097	-796.061	-10.84	-6.79
	L	NextEra Energy	8,158.096	8/12/24	0.15	8,770.111		7,441.343	1,328.768	17.86	22.70
	S	Cisco Systems	4,717.352	8/12/24	-1.34	5,146.394		4,262.302	884.092	20.74	13.90
		United Airlines	4,250.454	8/12/24	-2.51	4,663.722		3,879.043	784.679	20.23	21.92
		Dow	5,491.309	8/12/24	-0.84	6,030.766		5,288.548	742.218	14.03	33.72
		⇓instrument	freshest		⇓ Δday	2/08/21	Δwk	9/14/20	prc diff	⇓ Δ21	⇓∅-RS
		Delta Air Lines	4,107.441	8/12/24	-0.61	4,546.998		3,465.166	1,081.832	31.22	37.20
	L	American Water	14,991.212	8/12/24	0.20	17,058.602		15,085.402	1,973.201	13.08	15.75
		Exelon	3,880.301	8/12/24	-0.54	4,599.576		3,828.364	771.212	20.14	10.83
		Boeing	17,259.453	8/12/24	-2.25	22,288.070		17,457.805	4,830.265	27.67	18.86
	S	UPS	13,129.929	8/12/24	-0.76	17,187.946		16,907.728	280.217	1.66	28.17
		Dominion Resources	5,754.202	8/12/24	0.46	7,763.757		8,523.548	-759.791	-8.91	-6.64
		Verizon	4,262.022	8/12/24	-0.54	5,788.904		6,368.641	-579.737	-9.10	-5.13
	L	3M	12,972.193	8/12/24	-0.65	19,008.217		17,786.162	1,222.055	6.87	13.17
		Alaska Air Group	3,637.388	8/12/24	-0.26	6,002.373		4,382.664	1,619.709	36.96	45.80
	L	AES	1,757.177	8/12/24	0.30	2,910.752		1,895.177	1,015.574	53.59	63.44
	S	American Airlines	1,010.561	8/12/24	-2.54	1,868.644		1,400.003	468.641	33.47	32.29
		Nike	7,848.934	8/12/24	0.40	15,080.595		12,593.692	2,486.903	19.75	34.19
		Southwest Airlines	2,668.890	8/12/24	0.20	5,493.413		4,229.572	1,263.841	29.88	35.74
		Walt Disney	9,038.262	8/12/24	-0.30	19,979.869		13,857.496	6,122.374	44.18	49.83
	S	Intel	2,035.844	8/12/24	-1.78	6,221.100		5,216.753	1,004.347	19.25	9.84
	S	Walgreens Boots	1,072.604	8/12/24	-4.49	5,250.499		3,706.946	1,543.553	41.64	18.53
DJCA - 65 out of 65 instruments rated - 2/08/21 / 9/14/20 - 52 did rise, Market-Ratio(21) in JPY = 80.00 %
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