Share-o-matic - Portfolio

Tue, Dec 30th, 2025, 16:26UTC

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

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	8/16/21	Δwk	3/22/21	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	1,394,738.530	8/12/24	-0.32	1,297,446.335		1,179,629.443	117,816.892	9.99	17.00
	L	Kirby	12,859.346	8/12/24	-0.14	6,259.150		6,962.981	-703.831	-10.11	11.07
		Matson	14,362.602	8/12/24	0.73	8,220.446		7,895.873	324.573	4.11	32.87
		Ryder System	14,551.336	8/12/24	-1.29	8,663.034		7,907.833	755.201	9.55	31.77
		Uber Technologies	7,644.308	8/12/24	1.05	4,580.404		6,055.097	-1,474.693	-24.35	-7.62
		Caterpillar	37,088.028	8/12/24	-0.66	24,028.910		24,574.843	-545.934	-2.22	18.29
		Merck (MSD)	12,524.922	8/12/24	-0.93	8,601.226		8,427.556	173.671	2.06	2.13
	L	Apple	24,009.043	8/12/24	0.71	16,679.293		13,416.025	3,263.268	24.32	23.53
		Edison International	9,095.689	8/12/24	0.52	6,322.061		6,434.560	-112.499	-1.75	2.71
		Chevron	16,006.029	8/12/24	0.02	11,138.660		11,149.033	-10.373	-0.09	13.46
		American Express	26,163.488	8/12/24	-0.34	18,294.023		15,216.571	3,077.452	20.22	33.58
	L	Amgen	35,318.778	8/12/24	-0.77	25,503.469		27,148.450	-1,644.981	-6.06	-0.30
		Microsoft	44,900.100	8/12/24	0.19	32,515.350		25,658.868	6,856.482	26.72	30.38
	L	Walmart	7,582.500	8/12/24	1.10	5,546.152		4,797.466	748.686	15.61	10.51
	S	UnitedHealth	62,391.724	8/12/24	1.17	46,047.960		39,888.182	6,159.778	15.44	21.46
	S	Old Dominion FL	21,038.954	8/12/24	-1.35	15,544.677		12,571.747	2,972.930	23.65	32.66
		Travelers Companies	23,148.148	8/12/24	-1.29	17,409.950		16,047.257	1,362.693	8.49	17.94
		IBM	20,913.131	8/12/24	-1.03	15,848.198		14,194.522	1,653.676	11.65	14.90
	L	Southern	9,624.367	8/12/24	0.46	7,326.439		6,490.011	836.427	12.89	13.94
		Consolidated Edison	11,251.238	8/12/24	0.91	8,636.545		7,833.897	802.648	10.25	8.38
		JP Morgan Chase	22,757.434	8/12/24	0.19	17,541.292		16,414.760	1,126.532	6.86	26.61
		Atmos Energy	14,198.149	8/12/24	0.46	11,155.215		10,170.475	984.740	9.68	8.44
	L	PSEG	8,885.984	8/12/24	0.81	7,154.260		6,293.213	861.047	13.68	14.46
	L	Goldman Sachs	53,585.208	8/12/24	-0.97	45,070.071		36,894.883	8,175.188	22.16	53.02
	L	Coca-Cola	7,524.003	8/12/24	-0.74	6,344.135		5,545.160	798.976	14.41	13.91
		⇓instrument	freshest		⇓ Δday	8/16/21	Δwk	3/22/21	prc diff	⇓ Δ21	⇓∅-RS
	L	Sempra	8,718.220	8/12/24	0.74	7,371.139		6,964.068	407.071	5.85	7.18
	L	Procter & Gamble	18,411.017	8/12/24	-2.19	15,964.088		14,154.292	1,809.795	12.79	9.85
		Landstar System	20,430.809	8/12/24	-1.04	17,754.308		17,722.765	31.543	0.18	13.22
	S	McDonald´s	29,740.618	8/12/24	0.58	26,596.143		24,471.551	2,124.592	8.68	12.37
		Visa	28,684.366	8/12/24	0.05	25,976.961		22,615.553	3,361.408	14.86	13.00
		FirstEnergy	4,657.664	8/12/24	0.55	4,285.713		3,737.003	548.710	14.68	22.81
	L	AEP	10,721.456	8/12/24	-0.40	9,966.518		9,092.975	873.543	9.61	10.95
	L	C.H. Robinson	10,893.635	8/12/24	0.20	10,189.467		10,393.369	-203.902	-1.96	-0.13
	L	Duke Energy	12,512.781	8/12/24	0.62	11,899.117		10,124.809	1,774.308	17.52	19.02
	S	Union Pacific	26,130.377	8/12/24	-0.32	25,108.340		22,427.453	2,680.887	11.95	12.44
		Home Depot	38,167.458	8/12/24	-0.81	36,979.864		31,416.048	5,563.816	17.71	19.28
	S	salesforce.com	27,737.381	8/12/24	-0.48	27,504.498		23,395.138	4,109.360	17.57	10.55
	S	FedEx	30,810.115	8/12/24	0.63	31,087.147		29,793.817	1,293.330	4.34	8.09
	S	CSX	3,697.435	8/12/24	-1.47	3,738.272		3,398.857	339.415	9.99	16.83
		Delta Air Lines	4,311.098	8/12/24	-0.61	4,407.121		5,215.712	-808.591	-15.50	4.46
		Expeditors Wash	13,146.311	8/12/24	0.03	13,854.894		11,206.659	2,648.235	23.63	28.59
	L	NextEra Energy	8,562.596	8/12/24	0.15	9,265.661		7,794.755	1,470.906	18.87	15.46
	S	J.B. Hunt	17,965.117	8/12/24	-0.20	19,514.728		17,223.701	2,291.027	13.30	23.17
	S	Johnson & Johnson	17,646.144	8/12/24	-0.46	19,628.411		17,450.944	2,177.467	12.48	16.49
		Avis Budget	9,172.949	8/12/24	-4.43	10,214.853		7,353.317	2,861.536	38.91	103.05
		Norfolk Southern	26,177.837	8/12/24	-1.02	29,770.418		28,336.854	1,433.565	5.06	13.45
		United Airlines	4,461.203	8/12/24	-2.51	5,110.186		6,342.141	-1,231.955	-19.42	6.17
	L	Honeywell	21,719.945	8/12/24	-0.73	25,798.160		23,064.603	2,733.557	11.85	19.87
	L	Xcel Energy	6,403.736	8/12/24	0.10	7,700.597		6,931.450	769.148	11.10	6.44
		Dow	5,763.583	8/12/24	-0.84	6,988.703		6,905.355	83.348	1.21	15.32
		⇓instrument	freshest		⇓ Δday	8/16/21	Δwk	3/22/21	prc diff	⇓ Δ21	⇓∅-RS
	S	Cisco Systems	4,951.251	8/12/24	-1.34	6,211.690		5,469.050	742.640	13.58	25.79
	L	American Water	15,734.515	8/12/24	0.20	20,032.369		15,227.444	4,804.926	31.55	22.34
		Exelon	4,072.697	8/12/24	-0.54	5,361.832		4,652.498	709.334	15.25	19.18
		Verizon	4,473.344	8/12/24	-0.54	6,178.579		6,152.953	25.626	0.42	0.02
		Boeing	18,115.222	8/12/24	-2.25	25,281.623		27,315.892	-2,034.269	-7.45	13.77
		Dominion Resources	6,039.511	8/12/24	0.46	8,659.723		7,991.554	668.169	8.36	5.81
	L	AES	1,844.302	8/12/24	0.30	2,688.642		2,822.595	-133.953	-4.75	9.00
	S	UPS	13,780.946	8/12/24	-0.76	21,750.848		17,511.832	4,239.017	24.21	15.91
	L	3M	13,615.389	8/12/24	-0.65	22,330.297		20,600.812	1,729.485	8.40	15.69
		Alaska Air Group	3,817.739	8/12/24	-0.26	6,330.891		7,454.434	-1,123.543	-15.07	13.26
		Southwest Airlines	2,801.221	8/12/24	0.20	5,530.700		6,465.004	-934.304	-14.45	6.86
	S	American Airlines	1,060.667	8/12/24	-2.54	2,180.935		2,591.003	-410.069	-15.83	20.26
		Walt Disney	9,486.403	8/12/24	-0.30	19,766.375		20,969.402	-1,203.027	-5.74	14.88
		Nike	8,238.105	8/12/24	0.40	19,023.577		15,033.907	3,989.670	26.54	32.26
	S	Intel	2,136.786	8/12/24	-1.78	5,901.547		7,135.859	-1,234.312	-17.30	2.28
	S	Walgreens Boots	1,125.786	8/12/24	-4.49	5,423.640		5,774.577	-350.937	-6.08	12.90
DJCA - 65 out of 65 instruments rated - 8/16/21 / 3/22/21 - 48 did rise, Market-Ratio(21) in JPY = 73.85 %
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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