Share-o-matic - Portfolio

Sun, Dec 14th, 2025, 19:50UTC

Assessment - Dow Jones Composite Average - 8/09/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	8/09/21	Δwk	3/15/21	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	12,636.800	8/12/24	-0.32	11,483.200		10,923.900	559.300	5.12	10.95
	L	Kirby	116.510	8/12/24	-0.14	56.460		69.900	-13.440	-19.23	7.08
		Matson	130.130	8/12/24	0.73	70.410		76.500	-6.090	-7.96	22.82
		Ryder System	131.840	8/12/24	-1.29	75.320		76.900	-1.580	-2.05	23.88
		Caterpillar	336.030	8/12/24	-0.66	208.890		230.740	-21.850	-9.47	10.49
		Uber Technologies	69.260	8/12/24	1.05	43.250		60.190	-16.940	-28.14	-6.24
		Merck (MSD)	113.480	8/12/24	-0.93	75.320		76.230	-0.910	-1.19	-4.54
	L	Apple	217.530	8/12/24	0.71	146.090		123.990	22.100	17.82	16.07
		Edison International	82.410	8/12/24	0.52	55.440		59.570	-4.130	-6.93	-3.71
		Chevron	145.020	8/12/24	0.02	100.250		110.250	-10.000	-9.07	9.08
	L	Walmart	68.700	8/12/24	1.10	48.527		44.477	4.050	9.11	3.54
		Microsoft	406.810	8/12/24	0.19	288.330		234.810	53.520	22.79	24.03
	L	Amgen	320.000	8/12/24	-0.77	227.890		235.960	-8.070	-3.42	-4.95
	S	Old Dominion FL	190.620	8/12/24	-1.35	136.095		115.995	20.100	17.33	24.65
		American Express	237.050	8/12/24	-0.34	170.780		146.990	23.790	16.18	34.08
	S	UnitedHealth	565.290	8/12/24	1.17	410.870		353.880	56.990	16.10	16.13
		Travelers Companies	209.730	8/12/24	-1.29	153.370		157.340	-3.970	-2.52	11.37
	L	Southern	87.200	8/12/24	0.46	64.850		60.980	3.870	6.35	8.01
		IBM	189.480	8/12/24	-1.03	141.250		128.580	12.670	9.85	9.46
		Consolidated Edison	101.940	8/12/24	0.91	76.070		71.820	4.250	5.92	1.98
		JP Morgan Chase	206.190	8/12/24	0.19	157.330		155.370	1.960	1.26	22.06
		Atmos Energy	128.640	8/12/24	0.46	101.120		93.190	7.930	8.51	4.87
	L	PSEG	80.510	8/12/24	0.81	63.830		58.390	5.440	9.32	9.32
	L	Goldman Sachs	485.500	8/12/24	-0.97	399.880		346.050	53.830	15.56	46.20
	L	Sempra	78.990	8/12/24	0.74	65.630		66.000	-0.370	-0.56	1.84
		⇓instrument	freshest		⇓ Δday	8/09/21	Δwk	3/15/21	prc diff	⇓ Δ21	⇓∅-RS
	L	Coca-Cola	68.170	8/12/24	-0.74	56.650		51.030	5.620	11.01	8.95
		Landstar System	185.110	8/12/24	-1.04	156.030		166.190	-10.160	-6.11	6.50
	L	Procter & Gamble	166.810	8/12/24	-2.19	142.180		128.560	13.620	10.59	4.64
	S	McDonald´s	269.460	8/12/24	0.58	234.680		220.460	14.220	6.45	6.13
		FirstEnergy	42.200	8/12/24	0.55	37.860		35.250	2.610	7.40	16.15
	L	C.H. Robinson	98.700	8/12/24	0.20	89.610		97.220	-7.610	-7.83	-6.31
	L	AEP	97.140	8/12/24	-0.40	88.760		82.280	6.480	7.88	5.58
		Visa	259.890	8/12/24	0.05	240.000		223.270	16.730	7.49	11.83
	S	Union Pacific	236.750	8/12/24	-0.32	219.950		212.670	7.280	3.42	5.47
	L	Duke Energy	113.370	8/12/24	0.62	106.150		92.330	13.820	14.97	13.79
		Home Depot	345.810	8/12/24	-0.81	328.760		278.540	50.220	18.03	13.51
		Avis Budget	83.110	8/12/24	-4.43	79.630		72.040	7.590	10.54	71.03
	S	CSX	33.500	8/12/24	-1.47	32.390		31.160	1.230	3.95	8.62
	S	FedEx	279.150	8/12/24	0.63	272.670		266.880	5.790	2.17	1.87
	S	salesforce.com	251.310	8/12/24	-0.48	249.320		212.800	36.520	17.16	7.57
		Delta Air Lines	39.060	8/12/24	-0.61	39.290		50.990	-11.700	-22.95	-0.05
	S	J.B. Hunt	162.770	8/12/24	-0.20	165.370		161.460	3.910	2.42	11.69
		Expeditors Wash	119.110	8/12/24	0.03	122.800		102.640	20.160	19.64	22.28
	L	NextEra Energy	77.580	8/12/24	0.15	80.560		75.520	5.040	6.67	7.51
		Norfolk Southern	237.180	8/12/24	-1.02	255.670		260.270	-4.600	-1.77	4.41
	S	Johnson & Johnson	159.880	8/12/24	-0.46	173.710		160.420	13.290	8.28	10.36
		United Airlines	40.420	8/12/24	-2.51	46.450		60.940	-14.490	-23.78	3.28
	L	Honeywell	196.790	8/12/24	-0.73	228.230		216.200	12.030	5.56	13.96
		Dow	52.220	8/12/24	-0.84	61.820		62.900	-1.080	-1.72	9.50
	L	Xcel Energy	58.020	8/12/24	0.10	69.120		63.070	6.050	9.59	1.96
		⇓instrument	freshest		⇓ Δday	8/09/21	Δwk	3/15/21	prc diff	⇓ Δ21	⇓∅-RS
	S	Cisco Systems	44.860	8/12/24	-1.34	55.470		49.410	6.060	12.26	20.05
	L	American Water	142.560	8/12/24	0.20	177.120		140.310	36.810	26.23	15.89
		Exelon	36.900	8/12/24	-0.54	47.430		43.360	4.070	9.39	12.98
		Verizon	40.530	8/12/24	-0.54	55.120		55.640	-0.520	-0.93	-4.76
		Dominion Resources	54.720	8/12/24	0.46	76.000		74.540	1.460	1.96	-0.88
		Boeing	164.130	8/12/24	-2.25	232.270		265.630	-33.360	-12.56	12.00
	L	AES	16.710	8/12/24	0.30	24.170		28.500	-4.330	-15.19	5.22
	S	UPS	124.860	8/12/24	-0.76	190.980		162.640	28.340	17.42	8.92
	L	3M	123.360	8/12/24	-0.65	197.430		189.480	7.950	4.20	9.53
		Alaska Air Group	34.590	8/12/24	-0.26	56.860		71.980	-15.120	-21.01	9.19
		Southwest Airlines	25.380	8/12/24	0.20	49.710		62.100	-12.390	-19.95	3.16
		Walt Disney	85.950	8/12/24	-0.30	176.660		196.760	-20.100	-10.22	10.21
	S	American Airlines	9.610	8/12/24	-2.54	20.560		25.170	-4.610	-18.32	21.50
		Nike	74.640	8/12/24	0.40	171.770		144.940	26.830	18.51	28.69
	S	Intel	19.360	8/12/24	-1.78	54.040		63.790	-9.750	-15.28	0.10
	S	Walgreens Boots	10.200	8/12/24	-4.49	47.440		55.050	-7.610	-13.82	5.46
DJCA - 65 out of 65 instruments rated - 8/09/21 / 3/15/21 - 39 did rise, Market-Ratio(21) = 60.00 %
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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