Share-o-matic - Portfolio

Sun, Dec 14th, 2025, 21:22UTC

Assessment - Dow Jones Composite Average - 3/15/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/15/21	Δwk	10/19/20	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	12,636.800	8/12/24	-0.32	10,923.900		9,484.210	1,439.690	15.18	21.74
	L	Apple	217.530	8/12/24	0.71	123.990		115.980	8.010	6.91	24.77
		Microsoft	406.810	8/12/24	0.19	234.810		214.220	20.590	9.61	16.68
		Ryder System	131.840	8/12/24	-1.29	76.900		49.390	27.510	55.70	80.24
		Matson	130.130	8/12/24	0.73	76.500		49.800	26.700	53.61	89.82
	L	Kirby	116.510	8/12/24	-0.14	69.900		39.380	30.520	77.50	46.55
	S	Old Dominion FL	190.620	8/12/24	-1.35	115.995		98.450	17.545	17.82	31.20
		American Express	237.050	8/12/24	-0.34	146.990		102.470	44.520	43.45	43.22
	S	UnitedHealth	565.290	8/12/24	1.17	353.880		324.220	29.660	9.15	15.43
	L	Walmart	68.700	8/12/24	1.10	44.477		47.650	-3.173	-6.66	0.04
		Merck (MSD)	113.480	8/12/24	-0.93	76.230		78.670	-2.440	-3.10	-3.80
		IBM	189.480	8/12/24	-1.03	128.580		125.520	3.060	2.44	6.37
		Caterpillar	336.030	8/12/24	-0.66	230.740		167.530	63.210	37.73	59.85
	L	Southern	87.200	8/12/24	0.46	60.980		58.040	2.940	5.07	8.04
		Consolidated Edison	101.940	8/12/24	0.91	71.820		80.790	-8.970	-11.10	-3.72
	L	Goldman Sachs	485.500	8/12/24	-0.97	346.050		205.690	140.360	68.24	63.29
		Edison International	82.410	8/12/24	0.52	59.570		58.260	1.310	2.25	5.28
		Atmos Energy	128.640	8/12/24	0.46	93.190		94.240	-1.050	-1.11	-3.56
	L	PSEG	80.510	8/12/24	0.81	58.390		59.500	-1.110	-1.87	9.72
	L	Amgen	320.000	8/12/24	-0.77	235.960		230.710	5.250	2.28	1.47
	L	Coca-Cola	68.170	8/12/24	-0.74	51.030		49.620	1.410	2.84	5.43
		Travelers Companies	209.730	8/12/24	-1.29	157.340		111.840	45.500	40.68	33.32
		JP Morgan Chase	206.190	8/12/24	0.19	155.370		99.800	55.570	55.68	46.95
		Chevron	145.020	8/12/24	0.02	110.250		71.280	38.970	54.67	30.18
	L	Procter & Gamble	166.810	8/12/24	-2.19	128.560		141.910	-13.350	-9.41	0.72
		⇓instrument	freshest		⇓ Δday	3/15/21	Δwk	10/19/20	prc diff	⇓ Δ21	⇓∅-RS
		Home Depot	345.810	8/12/24	-0.81	278.540		283.730	-5.190	-1.83	10.60
	L	Duke Energy	113.370	8/12/24	0.62	92.330		92.070	0.260	0.28	7.12
	S	McDonald´s	269.460	8/12/24	0.58	220.460		226.000	-5.540	-2.45	10.75
		FirstEnergy	42.200	8/12/24	0.55	35.250		31.730	3.520	11.09	6.21
	L	Sempra	78.990	8/12/24	0.74	66.000		63.985	2.015	3.15	7.59
	S	salesforce.com	251.310	8/12/24	-0.48	212.800		255.010	-42.210	-16.55	5.35
	L	AEP	97.140	8/12/24	-0.40	82.280		91.280	-9.000	-9.86	-0.19
		Visa	259.890	8/12/24	0.05	223.270		196.970	26.300	13.35	14.85
		Expeditors Wash	119.110	8/12/24	0.03	102.640		92.560	10.080	10.89	24.39
		Avis Budget	83.110	8/12/24	-4.43	72.040		33.100	38.940	117.64	178.88
		Uber Technologies	69.260	8/12/24	1.05	60.190		34.220	25.970	75.89	64.78
		Landstar System	185.110	8/12/24	-1.04	166.190		126.910	39.280	30.95	35.40
	S	Union Pacific	236.750	8/12/24	-0.32	212.670		205.660	7.010	3.41	17.91
	S	CSX	33.500	8/12/24	-1.47	31.160		26.350	4.810	18.25	24.33
	S	FedEx	279.150	8/12/24	0.63	266.880		281.970	-15.090	-5.35	45.92
	L	NextEra Energy	77.580	8/12/24	0.15	75.520		74.888	0.632	0.84	11.06
	L	American Water	142.560	8/12/24	0.20	140.310		154.520	-14.210	-9.20	0.43
	L	C.H. Robinson	98.700	8/12/24	0.20	97.220		100.000	-2.780	-2.78	12.73
	S	J.B. Hunt	162.770	8/12/24	-0.20	161.460		123.940	37.520	30.27	31.18
	S	Johnson & Johnson	159.880	8/12/24	-0.46	160.420		144.320	16.100	11.16	8.54
	L	Xcel Energy	58.020	8/12/24	0.10	63.070		71.690	-8.620	-12.02	-3.49
		Norfolk Southern	237.180	8/12/24	-1.02	260.270		213.670	46.600	21.81	31.15
	L	Honeywell	196.790	8/12/24	-0.73	216.200		171.590	44.610	26.00	31.49
	S	Cisco Systems	44.860	8/12/24	-1.34	49.410		39.300	10.110	25.73	15.26
		Exelon	36.900	8/12/24	-0.54	43.360		41.860	1.500	3.58	12.09
		⇓instrument	freshest		⇓ Δday	3/15/21	Δwk	10/19/20	prc diff	⇓ Δ21	⇓∅-RS
		Dow	52.220	8/12/24	-0.84	62.900		48.840	14.060	28.79	43.81
	S	UPS	124.860	8/12/24	-0.76	162.640		172.100	-9.460	-5.50	22.66
		Delta Air Lines	39.060	8/12/24	-0.61	50.990		31.500	19.490	61.87	64.70
		Dominion Resources	54.720	8/12/24	0.46	74.540		80.900	-6.360	-7.86	-3.27
		Verizon	40.530	8/12/24	-0.54	55.640		57.300	-1.660	-2.90	-2.79
		United Airlines	40.420	8/12/24	-2.51	60.940		35.500	25.440	71.66	72.32
	L	3M	123.360	8/12/24	-0.65	189.480		169.550	19.930	11.75	18.16
		Boeing	164.130	8/12/24	-2.25	265.630		167.110	98.520	58.96	53.62
	L	AES	16.710	8/12/24	0.30	28.500		19.900	8.600	43.22	65.54
		Nike	74.640	8/12/24	0.40	144.940		127.430	17.510	13.74	32.62
		Alaska Air Group	34.590	8/12/24	-0.26	71.980		39.580	32.400	81.86	84.62
		Walt Disney	85.950	8/12/24	-0.30	196.760		124.230	72.530	58.38	51.73
		Southwest Airlines	25.380	8/12/24	0.20	62.100		39.850	22.250	55.83	62.20
	S	American Airlines	9.610	8/12/24	-2.54	25.170		12.560	12.610	100.40	90.42
	S	Intel	19.360	8/12/24	-1.78	63.790		54.580	9.210	16.87	19.38
	S	Walgreens Boots	10.200	8/12/24	-4.49	55.050		36.970	18.080	48.90	32.09
DJCA - 65 out of 65 instruments rated - 3/15/21 / 10/19/20 - 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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