Share-o-matic - Portfolio

Tue, Dec 30th, 2025, 14:49UTC

Assessment - Dow Jones Composite Average in Japanese yen - 5/10/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/10/21	Δwk	12/14/20	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	1,374,582.554	8/12/24	-0.32	1,276,836.298		1,031,295.069	245,541.229	23.81	26.14
		Matson	14,155.041	8/12/24	0.73	7,003.009		5,911.341	1,091.668	18.47	42.99
	L	Kirby	12,673.510	8/12/24	-0.14	7,308.670		5,407.983	1,900.687	35.15	37.18
	L	Apple	23,662.078	8/12/24	0.71	13,798.256		12,665.080	1,133.176	8.95	15.76
		Microsoft	44,251.229	8/12/24	0.19	26,887.291		22,276.730	4,610.561	20.70	17.22
		Ryder System	14,341.049	8/12/24	-1.29	9,413.489		6,308.620	3,104.869	49.22	76.71
		Uber Technologies	7,533.837	8/12/24	1.05	4,980.860		5,351.823	-370.963	-6.93	13.21
		American Express	25,785.388	8/12/24	-0.34	17,260.601		12,205.402	5,055.199	41.42	45.69
	L	Walmart	7,472.922	8/12/24	1.10	5,105.953		5,049.184	56.769	1.12	5.86
		Merck (MSD)	12,343.918	8/12/24	-0.93	8,503.032		8,353.254	149.779	1.79	1.01
	S	Old Dominion FL	20,734.911	8/12/24	-1.35	14,691.852		10,158.168	4,533.684	44.63	41.10
		Edison International	8,964.243	8/12/24	0.52	6,416.706		6,475.020	-58.314	-0.90	5.14
		Caterpillar	36,552.052	8/12/24	-0.66	26,390.184		18,517.142	7,873.042	42.52	53.33
	S	UnitedHealth	61,490.074	8/12/24	1.17	45,782.797		34,957.410	10,825.387	30.97	31.84
		Chevron	15,774.718	8/12/24	0.02	11,918.604		9,301.731	2,616.873	28.13	26.59
	L	Goldman Sachs	52,810.825	8/12/24	-0.97	40,103.594		24,730.082	15,373.512	62.17	60.22
	L	Southern	9,485.281	8/12/24	0.46	7,212.947		6,204.620	1,008.327	16.25	17.40
		Travelers Companies	22,813.624	8/12/24	-1.29	17,585.841		13,934.916	3,650.925	26.20	30.81
		IBM	20,610.906	8/12/24	-1.03	15,899.811		12,847.080	3,052.732	23.76	20.55
		JP Morgan Chase	22,428.556	8/12/24	0.19	17,536.892		12,303.161	5,233.731	42.54	44.86
		Consolidated Edison	11,088.642	8/12/24	0.91	8,685.776		7,530.616	1,155.160	15.34	10.51
	L	PSEG	8,757.568	8/12/24	0.81	6,883.355		5,868.702	1,014.654	17.29	16.53
	L	Amgen	34,808.371	8/12/24	-0.77	27,479.033		23,863.765	3,615.268	15.15	8.65
		Atmos Energy	13,992.965	8/12/24	0.46	11,259.420		10,349.007	910.413	8.80	9.74
	L	Coca-Cola	7,415.271	8/12/24	-0.74	5,972.899		5,540.063	432.836	7.81	13.24
		⇓instrument	freshest		⇓ Δday	5/10/21	Δwk	12/14/20	prc diff	⇓ Δ21	⇓∅-RS
	L	Procter & Gamble	18,144.951	8/12/24	-2.19	14,975.214		14,128.355	846.858	5.99	7.49
	S	salesforce.com	27,336.536	8/12/24	-0.48	23,367.294		23,012.007	355.287	1.54	1.37
		Visa	28,269.836	8/12/24	0.05	24,580.148		21,553.932	3,026.216	14.04	13.21
	S	McDonald´s	29,310.824	8/12/24	0.58	25,791.915		22,039.611	3,752.304	17.03	16.17
	L	Sempra	8,592.229	8/12/24	0.74	7,561.031		6,658.059	902.972	13.56	13.07
		FirstEnergy	4,590.354	8/12/24	0.55	4,095.422		3,156.390	939.032	29.75	18.22
	L	AEP	10,566.516	8/12/24	-0.40	9,524.440		8,549.813	974.627	11.40	7.77
	L	Duke Energy	12,331.953	8/12/24	0.62	11,284.439		9,477.490	1,806.949	19.07	19.84
	L	NextEra Energy	8,438.854	8/12/24	0.15	8,136.457		7,649.176	487.281	6.37	7.08
	S	Union Pacific	25,752.755	8/12/24	-0.32	24,848.826		20,591.935	4,256.890	20.67	20.47
		Landstar System	20,135.555	8/12/24	-1.04	19,636.272		13,847.556	5,788.716	41.80	38.46
		Home Depot	37,615.883	8/12/24	-0.81	37,105.723		27,620.233	9,485.490	34.34	28.30
		Avis Budget	9,040.386	8/12/24	-4.43	8,954.453		3,880.228	5,074.226	130.77	149.93
		Expeditors Wash	12,956.328	8/12/24	0.03	13,058.578		9,378.690	3,679.887	39.24	38.09
	S	CSX	3,644.001	8/12/24	-1.47	3,740.453		3,082.550	657.903	21.34	29.08
	L	C.H. Robinson	10,736.207	8/12/24	0.20	11,065.799		9,545.090	1,520.709	15.93	13.78
	S	Johnson & Johnson	17,391.132	8/12/24	-0.46	18,521.316		15,503.231	3,018.085	19.47	14.91
	L	American Water	15,507.129	8/12/24	0.20	16,969.081		15,449.151	1,519.929	9.84	10.19
	S	FedEx	30,364.865	8/12/24	0.63	33,641.202		29,696.066	3,945.136	13.29	48.19
	S	J.B. Hunt	17,705.495	8/12/24	-0.20	19,630.833		13,913.076	5,717.757	41.10	36.43
		Delta Air Lines	4,248.797	8/12/24	-0.61	4,941.701		4,231.747	709.954	16.78	36.00
	L	Honeywell	21,406.060	8/12/24	-0.73	25,120.766		22,032.331	3,088.435	14.02	32.49
	S	Cisco Systems	4,879.698	8/12/24	-1.34	5,782.541		4,600.945	1,181.595	25.68	22.25
		Exelon	4,013.840	8/12/24	-0.54	4,842.715		4,270.227	572.488	13.41	13.75
		Norfolk Southern	25,799.529	8/12/24	-1.02	31,583.157		23,841.925	7,741.233	32.47	35.62
		⇓instrument	freshest		⇓ Δday	5/10/21	Δwk	12/14/20	prc diff	⇓ Δ21	⇓∅-RS
	L	Xcel Energy	6,311.193	8/12/24	0.10	7,896.061		6,764.139	1,131.923	16.73	11.83
		Dow	5,680.291	8/12/24	-0.84	7,476.185		5,518.223	1,957.963	35.48	41.45
		United Airlines	4,396.732	8/12/24	-2.51	5,877.176		4,858.865	1,018.311	20.96	40.66
		Boeing	17,853.431	8/12/24	-2.25	25,337.230		23,776.405	1,560.825	6.56	25.48
		Dominion Resources	5,952.231	8/12/24	0.46	8,643.354		7,744.856	898.498	11.60	4.91
		Verizon	4,408.698	8/12/24	-0.54	6,474.357		6,237.900	236.457	3.79	5.80
	L	AES	1,817.650	8/12/24	0.30	2,798.811		2,215.193	583.618	26.35	36.22
	L	3M	13,418.627	8/12/24	-0.65	22,552.561		18,000.263	4,552.298	25.29	25.76
	S	UPS	13,581.791	8/12/24	-0.76	23,509.791		17,328.425	6,181.366	35.67	50.63
		Nike	8,119.052	8/12/24	0.40	14,837.068		14,173.075	663.993	4.68	16.66
		Alaska Air Group	3,762.567	8/12/24	-0.26	7,297.792		5,088.704	2,209.088	43.41	54.09
		Walt Disney	9,349.311	8/12/24	-0.30	20,047.446		17,607.145	2,440.301	13.86	31.74
	S	American Airlines	1,045.339	8/12/24	-2.54	2,400.146		1,736.795	663.351	38.19	54.82
		Southwest Airlines	2,760.739	8/12/24	0.20	6,673.417		4,707.025	1,966.392	41.78	50.98
	S	Intel	2,105.906	8/12/24	-1.78	6,088.202		5,248.863	839.338	15.99	5.43
	S	Walgreens Boots	1,109.517	8/12/24	-4.49	5,994.654		4,313.906	1,680.748	38.96	31.86
DJCA - 65 out of 65 instruments rated - 5/10/21 / 12/14/20 - 63 did rise, Market-Ratio(21) in JPY = 96.92 %
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