Share-o-matic - Portfolio

Sun, Dec 14th, 2025, 18:55UTC

Assessment - Dow Jones Composite Average - 8/16/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	8/16/21	Δwk	3/22/21	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	12,636.800	8/12/24	-0.32	11,755.300		10,849.300	906.000	8.35	13.08
	L	Kirby	116.510	8/12/24	-0.14	56.710		64.040	-7.330	-11.45	7.22
		Matson	130.130	8/12/24	0.73	74.480		72.620	1.860	2.56	28.36
		Ryder System	131.840	8/12/24	-1.29	78.490		72.730	5.760	7.92	27.16
		Uber Technologies	69.260	8/12/24	1.05	41.500		55.690	-14.190	-25.48	-10.66
		Caterpillar	336.030	8/12/24	-0.66	217.710		226.020	-8.310	-3.68	14.21
		Merck (MSD)	113.480	8/12/24	-0.93	77.930		77.510	0.420	0.54	-1.09
	L	Apple	217.530	8/12/24	0.71	151.120		123.390	27.730	22.47	19.48
		Edison International	82.410	8/12/24	0.52	57.280		59.180	-1.900	-3.21	-0.56
		Chevron	145.020	8/12/24	0.02	100.920		102.540	-1.620	-1.58	9.58
		American Express	237.050	8/12/24	-0.34	165.750		139.950	25.800	18.44	28.86
	L	Amgen	320.000	8/12/24	-0.77	231.070		249.690	-18.620	-7.46	-3.54
		Microsoft	406.810	8/12/24	0.19	294.600		235.990	58.610	24.84	25.97
	L	Walmart	68.700	8/12/24	1.10	50.250		44.123	6.127	13.89	7.01
	S	UnitedHealth	565.290	8/12/24	1.17	417.210		366.860	50.350	13.72	17.36
	S	Old Dominion FL	190.620	8/12/24	-1.35	140.840		115.625	25.215	21.81	28.09
		Travelers Companies	209.730	8/12/24	-1.29	157.740		147.590	10.150	6.88	13.98
		IBM	189.480	8/12/24	-1.03	143.590		130.550	13.040	9.99	11.05
	L	Southern	87.200	8/12/24	0.46	66.380		59.690	6.690	11.21	10.21
		Consolidated Edison	101.940	8/12/24	0.91	78.250		72.050	6.200	8.61	4.88
		JP Morgan Chase	206.190	8/12/24	0.19	158.930		150.970	7.960	5.27	22.20
		Atmos Energy	128.640	8/12/24	0.46	101.070		93.540	7.530	8.05	4.91
	L	PSEG	80.510	8/12/24	0.81	64.820		57.880	6.940	11.99	10.72
	L	Goldman Sachs	485.500	8/12/24	-0.97	408.350		339.330	69.020	20.34	47.51
	L	Coca-Cola	68.170	8/12/24	-0.74	57.480		51.000	6.480	12.71	10.18
		⇓instrument	freshest		⇓ Δday	8/16/21	Δwk	3/22/21	prc diff	⇓ Δ21	⇓∅-RS
	L	Sempra	78.990	8/12/24	0.74	66.785		64.050	2.735	4.27	3.67
	L	Procter & Gamble	166.810	8/12/24	-2.19	144.640		130.180	14.460	11.11	6.34
		Landstar System	185.110	8/12/24	-1.04	160.860		163.000	-2.140	-1.31	9.38
	S	McDonald´s	269.460	8/12/24	0.58	240.970		225.070	15.900	7.06	8.68
		Visa	259.890	8/12/24	0.05	235.360		208.000	27.360	13.15	9.25
		FirstEnergy	42.200	8/12/24	0.55	38.830		34.370	4.460	12.98	18.61
	L	AEP	97.140	8/12/24	-0.40	90.300		83.630	6.670	7.98	7.35
	L	C.H. Robinson	98.700	8/12/24	0.20	92.320		95.590	-3.270	-3.42	-3.34
	L	Duke Energy	113.370	8/12/24	0.62	107.810		93.120	14.690	15.78	15.08
	S	Union Pacific	236.750	8/12/24	-0.32	227.490		206.270	21.220	10.29	8.74
		Home Depot	345.810	8/12/24	-0.81	335.050		288.940	46.110	15.96	15.30
	S	salesforce.com	251.310	8/12/24	-0.48	249.200		215.170	34.030	15.82	7.01
	S	FedEx	279.150	8/12/24	0.63	281.660		274.020	7.640	2.79	4.51
	S	CSX	33.500	8/12/24	-1.47	33.870		31.260	2.610	8.35	12.95
		Delta Air Lines	39.060	8/12/24	-0.61	39.930		47.970	-8.040	-16.76	0.92
		Expeditors Wash	119.110	8/12/24	0.03	125.530		103.070	22.460	21.79	24.13
	L	NextEra Energy	77.580	8/12/24	0.15	83.950		71.690	12.260	17.10	11.76
	S	J.B. Hunt	162.770	8/12/24	-0.20	176.810		158.410	18.400	11.62	18.99
	S	Johnson & Johnson	159.880	8/12/24	-0.46	177.840		160.500	17.340	10.80	12.65
		Avis Budget	83.110	8/12/24	-4.43	92.550		67.630	24.920	36.85	95.09
		Norfolk Southern	237.180	8/12/24	-1.02	269.730		260.620	9.110	3.50	9.65
		United Airlines	40.420	8/12/24	-2.51	46.300		58.330	-12.030	-20.62	2.49
	L	Honeywell	196.790	8/12/24	-0.73	233.740		212.130	21.610	10.19	15.86
	L	Xcel Energy	58.020	8/12/24	0.10	69.770		63.750	6.020	9.44	3.01
		Dow	52.220	8/12/24	-0.84	63.320		63.510	-0.190	-0.30	11.41
		⇓instrument	freshest		⇓ Δday	8/16/21	Δwk	3/22/21	prc diff	⇓ Δ21	⇓∅-RS
	S	Cisco Systems	44.860	8/12/24	-1.34	56.280		50.300	5.980	11.89	21.49
	L	American Water	142.560	8/12/24	0.20	181.500		140.050	41.450	29.60	18.39
		Exelon	36.900	8/12/24	-0.54	48.580		42.790	5.790	13.53	15.25
		Verizon	40.530	8/12/24	-0.54	55.980		56.590	-0.610	-1.08	-3.15
		Boeing	164.130	8/12/24	-2.25	229.060		251.230	-22.170	-8.82	9.89
		Dominion Resources	54.720	8/12/24	0.46	78.460		73.500	4.960	6.75	2.43
	L	AES	16.710	8/12/24	0.30	24.360		25.960	-1.600	-6.16	5.32
	S	UPS	124.860	8/12/24	-0.76	197.070		161.060	36.010	22.36	12.00
	L	3M	123.360	8/12/24	-0.65	202.320		189.470	12.850	6.78	11.81
		Alaska Air Group	34.590	8/12/24	-0.26	57.360		68.560	-11.200	-16.34	9.28
		Southwest Airlines	25.380	8/12/24	0.20	50.110		59.460	-9.350	-15.72	3.17
	S	American Airlines	9.610	8/12/24	-2.54	19.760		23.830	-4.070	-17.08	15.91
		Walt Disney	85.950	8/12/24	-0.30	179.090		192.860	-13.770	-7.14	11.00
		Nike	74.640	8/12/24	0.40	172.360		138.270	34.090	24.65	27.92
	S	Intel	19.360	8/12/24	-1.78	53.470		65.630	-12.160	-18.53	-1.14
	S	Walgreens Boots	10.200	8/12/24	-4.49	49.140		53.110	-3.970	-7.48	9.03
DJCA - 65 out of 65 instruments rated - 8/16/21 / 3/22/21 - 45 did rise, Market-Ratio(21) = 69.23 %
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 * 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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