Share-o-matic - Portfolio

Sun, Dec 14th, 2025, 20:01UTC

Assessment - Dow Jones Composite Average - 2/15/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/15/21	Δwk	9/21/20	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	12,636.800	8/12/24	-0.32	10,404.800		9,009.480	1,395.320	15.49	17.33
		Ryder System	131.840	8/12/24	-1.29	64.840		42.750	22.090	51.67	58.34
	L	Kirby	116.510	8/12/24	-0.14	60.540		38.100	22.440	58.90	26.96
		Avis Budget	83.110	8/12/24	-4.43	44.710		28.810	15.900	55.19	77.49
		American Express	237.050	8/12/24	-0.34	129.620		98.170	31.450	32.04	27.63
	S	Old Dominion FL	190.620	8/12/24	-1.35	105.095		89.305	15.790	17.68	23.25
		Matson	130.130	8/12/24	0.73	71.800		37.940	33.860	89.25	86.80
	S	UnitedHealth	565.290	8/12/24	1.17	328.240		299.190	29.050	9.71	8.52
		Caterpillar	336.030	8/12/24	-0.66	197.990		145.330	52.660	36.23	42.29
		Microsoft	406.810	8/12/24	0.19	244.990		202.540	42.450	20.96	24.81
	L	Apple	217.530	8/12/24	0.71	135.370		110.080	25.290	22.97	41.96
	L	Goldman Sachs	485.500	8/12/24	-0.97	306.320		194.000	112.320	57.90	48.57
		IBM	189.480	8/12/24	-1.03	120.800		120.250	0.550	0.46	-0.85
		Chevron	145.020	8/12/24	0.02	92.550		76.300	16.250	21.30	9.57
		Merck (MSD)	113.480	8/12/24	-0.93	75.000		83.130	-8.130	-9.78	-5.99
		JP Morgan Chase	206.190	8/12/24	0.19	141.250		95.310	45.940	48.20	35.48
	L	Southern	87.200	8/12/24	0.46	60.100		53.030	7.070	13.33	5.71
		Travelers Companies	209.730	8/12/24	-1.29	145.960		109.450	36.510	33.36	24.93
		Consolidated Edison	101.940	8/12/24	0.91	71.060		72.840	-1.780	-2.44	-6.52
	L	Walmart	68.700	8/12/24	1.10	48.157		45.690	2.467	5.40	9.54
		Edison International	82.410	8/12/24	0.52	57.910		49.700	8.210	16.52	0.76
		Atmos Energy	128.640	8/12/24	0.46	91.130		92.270	-1.140	-1.24	-7.28
	L	PSEG	80.510	8/12/24	0.81	58.270		51.170	7.100	13.88	9.69
		FirstEnergy	42.200	8/12/24	0.55	31.240		28.630	2.610	9.12	-8.19
	L	Amgen	320.000	8/12/24	-0.77	237.210		243.190	-5.980	-2.46	2.65
		⇓instrument	freshest		⇓ Δday	2/15/21	Δwk	9/21/20	prc diff	⇓ Δ21	⇓∅-RS
	L	Coca-Cola	68.170	8/12/24	-0.74	50.690		49.090	1.600	3.26	3.95
	L	Procter & Gamble	166.810	8/12/24	-2.19	127.620		136.710	-9.090	-6.65	0.30
	L	Sempra	78.990	8/12/24	0.74	62.340		58.330	4.010	6.87	0.37
	L	Duke Energy	113.370	8/12/24	0.62	89.820		82.570	7.250	8.78	3.45
	S	McDonald´s	269.460	8/12/24	0.58	213.900		216.410	-2.510	-1.16	7.68
		Home Depot	345.810	8/12/24	-0.81	277.510		272.350	5.160	1.89	11.46
		Visa	259.890	8/12/24	0.05	209.960		197.450	12.510	6.34	8.84
	L	AEP	97.140	8/12/24	-0.40	78.610		79.360	-0.750	-0.95	-6.25
		Expeditors Wash	119.110	8/12/24	0.03	96.580		88.330	8.250	9.34	19.61
		Landstar System	185.110	8/12/24	-1.04	154.890		125.730	29.160	23.19	30.28
		Uber Technologies	69.260	8/12/24	1.05	60.520		36.490	24.030	65.85	70.94
	S	CSX	33.500	8/12/24	-1.47	30.047		25.860	4.187	16.19	22.04
	S	Union Pacific	236.750	8/12/24	-0.32	213.160		194.000	19.160	9.88	20.46
	S	J.B. Hunt	162.770	8/12/24	-0.20	148.320		131.220	17.100	13.03	24.54
	L	C.H. Robinson	98.700	8/12/24	0.20	91.300		101.950	-10.650	-10.45	8.36
	S	FedEx	279.150	8/12/24	0.63	263.000		238.740	24.260	10.16	50.37
	S	salesforce.com	251.310	8/12/24	-0.48	240.370		245.050	-4.680	-1.91	21.27
	L	Honeywell	196.790	8/12/24	-0.73	203.570		161.370	42.200	26.15	25.53
	S	Johnson & Johnson	159.880	8/12/24	-0.46	166.580		145.100	21.480	14.80	13.68
	S	Cisco Systems	44.860	8/12/24	-1.34	47.290		39.040	8.250	21.13	11.07
	L	Xcel Energy	58.020	8/12/24	0.10	61.540		66.640	-5.100	-7.65	-6.76
	L	NextEra Energy	77.580	8/12/24	0.15	83.130		69.050	14.080	20.39	23.20
		Norfolk Southern	237.180	8/12/24	-1.02	254.840		214.310	40.530	18.91	31.40
		United Airlines	40.420	8/12/24	-2.51	43.935		33.790	10.145	30.02	22.86
		Delta Air Lines	39.060	8/12/24	-0.61	43.290		29.820	13.470	45.17	39.33
		⇓instrument	freshest		⇓ Δday	2/15/21	Δwk	9/21/20	prc diff	⇓ Δ21	⇓∅-RS
		Dow	52.220	8/12/24	-0.84	58.150		47.910	10.240	21.37	36.76
	L	American Water	142.560	8/12/24	0.20	161.690		139.720	21.970	15.72	16.23
		Exelon	36.900	8/12/24	-0.54	42.210		34.750	7.460	21.47	8.16
		Boeing	164.130	8/12/24	-2.25	210.980		156.350	54.630	34.94	20.26
	S	UPS	124.860	8/12/24	-0.76	163.390		161.060	2.330	1.45	28.59
		Dominion Resources	54.720	8/12/24	0.46	71.870		77.970	-6.100	-7.82	-8.04
		Verizon	40.530	8/12/24	-0.54	54.200		59.610	-5.410	-9.08	-5.53
	L	3M	123.360	8/12/24	-0.65	178.700		161.360	17.340	10.75	12.78
		Alaska Air Group	34.590	8/12/24	-0.26	57.560		37.640	19.920	52.92	48.88
	L	AES	16.710	8/12/24	0.30	28.530		18.360	10.170	55.39	69.74
	S	American Airlines	9.610	8/12/24	-2.54	17.270		12.210	5.060	41.44	30.52
		Nike	74.640	8/12/24	0.40	142.120		113.370	28.750	25.36	33.74
		Southwest Airlines	25.380	8/12/24	0.20	51.340		37.520	13.820	36.83	34.92
		Walt Disney	85.950	8/12/24	-0.30	187.670		125.410	62.260	49.65	49.02
	S	Intel	19.360	8/12/24	-1.78	61.810		49.720	12.090	24.32	15.90
	S	Walgreens Boots	10.200	8/12/24	-4.49	50.380		35.790	14.590	40.77	20.77
DJCA - 65 out of 65 instruments rated - 2/15/21 / 9/21/20 - 53 did rise, Market-Ratio(21) = 81.54 %
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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