Share-o-matic - Portfolio

Sun, Dec 14th, 2025, 21:45UTC

Assessment - Dow Jones Composite Average - 7/05/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/05/21	Δwk	2/08/21	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	12,636.800	8/12/24	-0.32	11,500.300		10,341.000	1,159.300	11.21	14.33
		Matson	130.130	8/12/24	0.73	63.990		66.120	-2.130	-3.22	20.14
	L	Kirby	116.510	8/12/24	-0.14	61.000		57.720	3.280	5.68	18.02
		Ryder System	131.840	8/12/24	-1.29	74.220		68.960	5.260	7.63	30.28
	L	Apple	217.530	8/12/24	0.71	139.960		136.910	3.050	2.23	15.62
		Caterpillar	336.030	8/12/24	-0.66	217.760		197.450	20.310	10.29	20.98
	S	Old Dominion FL	190.620	8/12/24	-1.35	127.265		106.125	21.140	19.92	20.62
	L	Walmart	68.700	8/12/24	1.10	46.703		48.343	-1.640	-3.39	0.64
		Microsoft	406.810	8/12/24	0.19	277.650		242.470	35.180	14.51	22.66
		Edison International	82.410	8/12/24	0.52	57.050		57.730	-0.680	-1.18	-0.63
		Merck (MSD)	113.480	8/12/24	-0.93	78.600		75.040	3.560	4.74	-0.65
	L	Southern	87.200	8/12/24	0.46	61.550		60.730	0.820	1.35	4.12
		American Express	237.050	8/12/24	-0.34	168.500		127.990	40.510	31.65	39.83
		Consolidated Edison	101.940	8/12/24	0.91	72.530		71.280	1.250	1.75	-2.79
		Travelers Companies	209.730	8/12/24	-1.29	151.230		146.200	5.030	3.44	12.75
	S	UnitedHealth	565.290	8/12/24	1.17	409.360		324.340	85.020	26.21	19.21
		Chevron	145.020	8/12/24	0.02	106.070		91.480	14.590	15.95	17.11
		Uber Technologies	69.260	8/12/24	1.05	50.800		59.290	-8.490	-14.32	14.98
		IBM	189.480	8/12/24	-1.03	140.020		123.610	16.410	13.28	9.86
	L	PSEG	80.510	8/12/24	0.81	60.100		58.810	1.290	2.19	4.52
		Atmos Energy	128.640	8/12/24	0.46	97.080		89.080	8.000	8.98	0.42
		JP Morgan Chase	206.190	8/12/24	0.19	156.030		140.140	15.890	11.34	26.76
	L	Goldman Sachs	485.500	8/12/24	-0.97	374.160		300.150	74.010	24.66	44.61
	L	Amgen	320.000	8/12/24	-0.77	248.570		237.570	11.000	4.63	3.35
	L	Coca-Cola	68.170	8/12/24	-0.74	54.180		49.920	4.260	8.53	6.10
		⇓instrument	freshest		⇓ Δday	7/05/21	Δwk	2/08/21	prc diff	⇓ Δ21	⇓∅-RS
	L	Procter & Gamble	166.810	8/12/24	-2.19	135.900		129.170	6.730	5.21	1.03
	L	Sempra	78.990	8/12/24	0.74	66.685		62.425	4.260	6.82	4.25
		Landstar System	185.110	8/12/24	-1.04	158.070		149.690	8.380	5.60	10.98
	S	McDonald´s	269.460	8/12/24	0.58	233.630		211.580	22.050	10.42	7.85
	L	AEP	97.140	8/12/24	-0.40	85.200		80.980	4.220	5.21	1.57
	L	Duke Energy	113.370	8/12/24	0.62	99.570		93.600	5.970	6.38	9.21
		FirstEnergy	42.200	8/12/24	0.55	37.520		32.130	5.390	16.78	15.83
		Visa	259.890	8/12/24	0.05	238.630		206.890	31.740	15.34	13.48
		Home Depot	345.810	8/12/24	-0.81	322.700		280.030	42.670	15.24	13.86
	S	Union Pacific	236.750	8/12/24	-0.32	224.720		204.120	20.600	10.09	10.37
		Avis Budget	83.110	8/12/24	-4.43	78.940		43.240	35.700	82.56	87.53
	L	C.H. Robinson	98.700	8/12/24	0.20	93.780		89.970	3.810	4.23	-1.17
	L	NextEra Energy	77.580	8/12/24	0.15	74.280		83.400	-9.120	-10.94	0.52
	S	CSX	33.500	8/12/24	-1.47	32.580		29.087	3.493	12.01	12.80
	S	salesforce.com	251.310	8/12/24	-0.48	248.200		238.930	9.270	3.88	9.53
	S	J.B. Hunt	162.770	8/12/24	-0.20	165.310		146.020	19.290	13.21	14.39
	S	Johnson & Johnson	159.880	8/12/24	-0.46	168.980		164.920	4.060	2.46	8.89
	S	FedEx	279.150	8/12/24	0.63	299.380		257.450	41.930	16.29	19.69
		Expeditors Wash	119.110	8/12/24	0.03	128.000		94.640	33.360	35.25	33.21
	L	American Water	142.560	8/12/24	0.20	156.880		162.220	-5.340	-3.29	4.38
	L	Honeywell	196.790	8/12/24	-0.73	221.320		203.860	17.460	8.56	15.40
		Delta Air Lines	39.060	8/12/24	-0.61	44.150		43.240	0.910	2.10	18.11
		Norfolk Southern	237.180	8/12/24	-1.02	270.980		243.800	27.180	11.15	14.87
	L	Xcel Energy	58.020	8/12/24	0.10	66.820		62.250	4.570	7.34	-1.14
	S	Cisco Systems	44.860	8/12/24	-1.34	53.540		48.940	4.600	9.40	17.38
		⇓instrument	freshest		⇓ Δday	7/05/21	Δwk	2/08/21	prc diff	⇓ Δ21	⇓∅-RS
		Dow	52.220	8/12/24	-0.84	63.510		57.350	6.160	10.74	17.11
		Exelon	36.900	8/12/24	-0.54	45.130		43.740	1.390	3.18	9.52
		United Airlines	40.420	8/12/24	-2.51	52.770		44.350	8.420	18.99	22.34
		Dominion Resources	54.720	8/12/24	0.46	74.280		73.830	0.450	0.61	-3.34
		Verizon	40.530	8/12/24	-0.54	56.440		55.050	1.390	2.52	-2.47
		Boeing	164.130	8/12/24	-2.25	236.680		211.950	24.730	11.67	17.16
	L	AES	16.710	8/12/24	0.30	26.160		27.680	-1.520	-5.49	20.50
	L	3M	123.360	8/12/24	-0.65	199.890		180.760	19.130	10.58	13.54
	S	UPS	124.860	8/12/24	-0.76	211.680		163.450	48.230	29.51	27.68
		Alaska Air Group	34.590	8/12/24	-0.26	60.710		57.080	3.630	6.36	23.10
		Walt Disney	85.950	8/12/24	-0.30	177.110		190.000	-12.890	-6.78	15.56
		Southwest Airlines	25.380	8/12/24	0.20	53.660		52.240	1.420	2.72	17.13
		Nike	74.640	8/12/24	0.40	159.740		143.410	16.330	11.39	25.98
	S	American Airlines	9.610	8/12/24	-2.54	21.480		17.770	3.710	20.88	34.66
	S	Intel	19.360	8/12/24	-1.78	56.760		59.160	-2.400	-4.06	5.19
	S	Walgreens Boots	10.200	8/12/24	-4.49	48.170		49.930	-1.760	-3.52	8.60
DJCA - 65 out of 65 instruments rated - 7/05/21 / 2/08/21 - 55 did rise, Market-Ratio(21) = 84.62 %
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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