Share-o-matic - Portfolio

Tue, Dec 30th, 2025, 15:46UTC

Assessment - Dow Jones Composite Average in Japanese yen - 4/26/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/26/21	Δwk	11/30/20	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	1,365,759.621	8/12/24	-0.32	1,231,969.909		1,032,248.987	199,720.922	19.35	23.62
		Matson	14,064.186	8/12/24	0.73	7,313.636		6,060.009	1,253.627	20.69	54.25
	L	Kirby	12,592.164	8/12/24	-0.14	6,782.973		5,275.012	1,507.961	28.59	28.41
		Ryder System	14,248.999	8/12/24	-1.29	8,139.352		6,173.641	1,965.711	31.84	58.36
	L	Apple	23,510.200	8/12/24	0.71	14,560.263		12,410.873	2,149.390	17.32	25.56
		American Express	25,619.881	8/12/24	-0.34	16,248.441		12,362.919	3,885.522	31.43	40.19
		Microsoft	43,967.197	8/12/24	0.19	28,267.792		22,316.637	5,951.154	26.67	25.10
	S	Old Dominion FL	20,601.822	8/12/24	-1.35	13,698.342		10,600.064	3,098.278	29.23	34.57
	L	Walmart	7,424.956	8/12/24	1.10	4,968.344		5,309.414	-341.070	-6.42	3.49
		Merck (MSD)	12,264.687	8/12/24	-0.93	8,379.285		8,380.597	-1.313	-0.02	-0.57
		Caterpillar	36,317.438	8/12/24	-0.66	24,918.455		18,096.628	6,821.828	37.70	48.98
		Chevron	15,673.466	8/12/24	0.02	10,972.075		9,088.450	1,883.625	20.73	17.14
	S	UnitedHealth	61,095.393	8/12/24	1.17	42,783.743		35,063.193	7,720.550	22.02	24.71
	L	Goldman Sachs	52,471.852	8/12/24	-0.97	37,126.942		24,037.792	13,089.150	54.45	51.96
		Edison International	8,906.705	8/12/24	0.52	6,362.550		6,396.734	-34.184	-0.53	4.35
		JP Morgan Chase	22,284.595	8/12/24	0.19	16,272.218		12,288.902	3,983.317	32.41	36.88
	L	Southern	9,424.398	8/12/24	0.46	6,988.321		6,239.318	749.003	12.00	14.39
		Travelers Companies	22,667.191	8/12/24	-1.29	16,830.981		13,515.916	3,315.066	24.53	27.44
		IBM	20,478.613	8/12/24	-1.03	15,300.597		12,876.868	2,423.730	18.82	16.66
		Consolidated Edison	11,017.468	8/12/24	0.91	8,307.953		7,949.005	358.948	4.52	5.64
	L	PSEG	8,701.357	8/12/24	0.81	6,718.126		6,075.646	642.480	10.57	14.73
	L	Procter & Gamble	18,028.485	8/12/24	-2.19	14,186.314		14,477.094	-290.780	-2.01	2.43
	L	Coca-Cola	7,367.675	8/12/24	-0.74	5,799.464		5,379.261	420.202	7.81	10.69
		Atmos Energy	13,903.149	8/12/24	0.46	11,068.264		9,996.461	1,071.804	10.72	7.93
	L	Amgen	34,584.949	8/12/24	-0.77	27,616.081		23,147.504	4,468.578	19.30	9.48
		⇓instrument	freshest		⇓ Δday	4/26/21	Δwk	11/30/20	prc diff	⇓ Δ21	⇓∅-RS
		Uber Technologies	7,485.480	8/12/24	1.05	6,226.372		5,177.018	1,049.354	20.27	45.40
	S	McDonald´s	29,122.688	8/12/24	0.58	25,107.592		22,667.957	2,439.635	10.76	14.20
	L	Sempra	8,537.078	8/12/24	0.74	7,375.781		6,644.847	730.933	11.00	10.69
		FirstEnergy	4,560.890	8/12/24	0.55	3,965.381		2,768.860	1,196.520	43.21	14.09
	L	Duke Energy	12,252.799	8/12/24	0.62	10,721.334		9,659.736	1,061.598	10.99	14.61
		Visa	28,088.382	8/12/24	0.05	24,894.678		21,928.830	2,965.848	13.52	16.00
	L	AEP	10,498.693	8/12/24	-0.40	9,467.630		8,849.719	617.911	6.98	7.40
		Landstar System	20,006.312	8/12/24	-1.04	18,304.084		13,700.437	4,603.647	33.60	31.61
		Expeditors Wash	12,873.166	8/12/24	0.03	11,847.506		9,316.756	2,530.751	27.16	27.44
		Home Depot	37,374.441	8/12/24	-0.81	34,583.868		28,919.785	5,664.083	19.59	21.46
	S	salesforce.com	27,161.073	8/12/24	-0.48	25,448.038		25,624.466	-176.429	-0.69	12.20
	S	Union Pacific	25,587.458	8/12/24	-0.32	24,273.230		21,275.187	2,998.043	14.09	19.41
	S	FedEx	30,169.964	8/12/24	0.63	29,803.579		29,875.751	-72.171	-0.24	36.47
	L	C.H. Robinson	10,667.295	8/12/24	0.20	10,606.771		9,796.302	810.469	8.27	10.55
	L	NextEra Energy	8,384.688	8/12/24	0.15	8,422.516		7,671.702	750.813	9.79	12.10
	S	CSX	3,620.612	8/12/24	-1.47	3,686.183		3,129.219	556.964	17.80	29.47
	S	Johnson & Johnson	17,279.505	8/12/24	-0.46	17,737.756		15,082.782	2,654.974	17.60	10.45
		Avis Budget	8,982.360	8/12/24	-4.43	9,235.262		3,666.446	5,568.816	151.89	176.82
	S	J.B. Hunt	17,591.850	8/12/24	-0.20	18,131.159		14,102.839	4,028.321	28.56	28.61
	L	American Water	15,407.595	8/12/24	0.20	17,044.976		15,989.750	1,055.226	6.60	11.78
	L	Honeywell	21,268.663	8/12/24	-0.73	23,941.431		21,258.507	2,682.923	12.62	28.71
	S	Cisco Systems	4,848.377	8/12/24	-1.34	5,581.146		4,484.803	1,096.343	24.45	18.90
		Norfolk Southern	25,633.932	8/12/24	-1.02	30,385.039		24,709.158	5,675.881	22.97	33.18
		Dow	5,643.831	8/12/24	-0.84	6,719.207		5,526.253	1,192.954	21.59	30.53
		Delta Air Lines	4,221.525	8/12/24	-0.61	5,037.514		4,196.032	841.482	20.05	42.90
		⇓instrument	freshest		⇓ Δday	4/26/21	Δwk	11/30/20	prc diff	⇓ Δ21	⇓∅-RS
		Exelon	3,988.077	8/12/24	-0.54	4,825.681		4,281.517	544.164	12.71	14.27
	L	Xcel Energy	6,270.683	8/12/24	0.10	7,630.304		7,022.230	608.075	8.66	8.56
		United Airlines	4,368.511	8/12/24	-2.51	5,812.433		4,696.429	1,116.004	23.76	43.62
		Verizon	4,380.400	8/12/24	-0.54	6,153.959		6,297.697	-143.738	-2.28	0.64
	S	UPS	13,494.615	8/12/24	-0.76	19,001.187		17,833.920	1,167.267	6.55	25.35
		Dominion Resources	5,914.026	8/12/24	0.46	8,503.574		8,182.524	321.050	3.92	3.39
		Boeing	17,738.836	8/12/24	-2.25	26,094.344		21,966.360	4,127.984	18.79	32.57
	L	3M	13,332.498	8/12/24	-0.65	21,575.604		18,006.973	3,568.631	19.82	21.61
	L	AES	1,805.983	8/12/24	0.30	3,048.879		2,130.855	918.025	43.08	52.90
		Nike	8,066.939	8/12/24	0.40	14,223.060		14,042.374	180.686	1.29	13.86
		Alaska Air Group	3,738.417	8/12/24	-0.26	7,509.257		5,313.584	2,195.673	41.32	64.24
		Walt Disney	9,289.301	8/12/24	-0.30	19,915.527		15,429.932	4,485.595	29.07	33.90
	S	American Airlines	1,038.629	8/12/24	-2.54	2,382.038		1,473.042	908.996	61.71	58.45
		Southwest Airlines	2,743.019	8/12/24	0.20	6,697.591		4,830.910	1,866.681	38.64	56.20
	S	Intel	2,092.389	8/12/24	-1.78	6,350.661		5,040.451	1,310.210	25.99	9.98
	S	Walgreens Boots	1,102.395	8/12/24	-4.49	5,698.951		3,962.514	1,736.437	43.82	26.30
DJCA - 65 out of 65 instruments rated - 4/26/21 / 11/30/20 - 58 did rise, Market-Ratio(21) in JPY = 89.23 %
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


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