Share-o-matic - Portfolio

Tue, Dec 30th, 2025, 12:27UTC

Assessment - Dow Jones Composite Average in Japanese yen - 8/23/21 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	8/23/21	Δwk	3/29/21	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	1,385,601.327	8/12/24	-0.32	1,274,999.271		1,214,458.447	60,540.824	4.99	14.35
	L	Kirby	12,775.102	8/12/24	-0.14	5,881.525		6,850.364	-968.839	-14.14	3.95
		Ryder System	14,456.008	8/12/24	-1.29	8,317.906		8,133.984	183.922	2.26	24.49
		Matson	14,268.509	8/12/24	0.73	8,231.284		7,238.741	992.543	13.71	31.27
		Uber Technologies	7,594.229	8/12/24	1.05	4,495.573		5,853.089	-1,357.517	-23.19	-10.21
		Caterpillar	36,845.057	8/12/24	-0.66	22,931.807		25,257.699	-2,325.892	-9.21	11.73
		Chevron	15,901.170	8/12/24	0.02	10,606.262		11,730.315	-1,124.053	-9.58	7.74
		American Express	25,992.086	8/12/24	-0.34	17,593.040		15,619.575	1,973.465	12.63	27.03
	L	Apple	23,851.755	8/12/24	0.71	16,415.420		13,317.835	3,097.584	23.26	20.86
		Merck (MSD)	12,442.868	8/12/24	-0.93	8,594.219		8,590.382	3.837	0.04	2.13
	L	Amgen	35,087.397	8/12/24	-0.77	24,741.001		27,971.953	-3,230.951	-11.55	-3.26
		Edison International	9,036.101	8/12/24	0.52	6,486.783		6,628.747	-141.965	-2.14	5.08
	L	Walmart	7,532.826	8/12/24	1.10	5,498.853		4,998.078	500.776	10.02	9.27
		IBM	20,776.125	8/12/24	-1.03	15,309.070		14,905.356	403.714	2.71	10.61
		Consolidated Edison	11,177.529	8/12/24	0.91	8,310.231		8,277.706	32.525	0.39	4.11
	S	Old Dominion FL	20,901.124	8/12/24	-1.35	15,577.708		12,909.710	2,667.998	20.67	31.94
		Microsoft	44,605.951	8/12/24	0.19	33,404.299		25,808.449	7,595.850	29.43	33.03
	S	UnitedHealth	61,982.984	8/12/24	1.17	46,639.923		41,587.105	5,052.818	12.15	22.32
		JP Morgan Chase	22,608.345	8/12/24	0.19	17,181.860		16,750.697	431.163	2.57	22.77
		Atmos Energy	14,105.134	8/12/24	0.46	10,725.779		10,844.946	-119.167	-1.10	4.25
		Travelers Companies	22,996.500	8/12/24	-1.29	17,532.734		16,879.059	653.675	3.87	17.97
	L	Southern	9,561.316	8/12/24	0.46	7,310.240		6,837.198	473.042	6.92	13.13
	L	PSEG	8,827.770	8/12/24	0.81	7,054.760		6,605.708	449.052	6.80	12.43
	L	Goldman Sachs	53,234.161	8/12/24	-0.97	44,018.237		35,736.210	8,282.027	23.18	47.39
	L	Coca-Cola	7,474.712	8/12/24	-0.74	6,188.540		5,907.945	280.595	4.75	10.66
		⇓instrument	freshest		⇓ Δday	8/23/21	Δwk	3/29/21	prc diff	⇓ Δ21	⇓∅-RS
	L	Sempra	8,661.105	8/12/24	0.74	7,230.745		7,251.358	-20.613	-0.28	5.00
	L	Procter & Gamble	18,290.402	8/12/24	-2.19	15,827.706		15,092.962	734.744	4.87	8.70
		Landstar System	20,296.963	8/12/24	-1.04	17,837.556		18,235.089	-397.533	-2.18	13.20
	S	McDonald´s	29,545.782	8/12/24	0.58	26,278.268		24,942.828	1,335.440	5.35	10.64
		Visa	28,496.449	8/12/24	0.05	25,673.010		23,534.137	2,138.873	9.09	11.25
	L	C.H. Robinson	10,822.269	8/12/24	0.20	9,816.796		10,686.962	-870.166	-8.14	-3.80
		FirstEnergy	4,627.151	8/12/24	0.55	4,255.443		3,840.987	414.456	10.79	21.18
	L	AEP	10,651.218	8/12/24	-0.40	9,881.488		9,417.604	463.884	4.93	9.70
	L	Duke Energy	12,430.807	8/12/24	0.62	11,604.060		10,705.613	898.447	8.39	15.40
	S	Union Pacific	25,959.192	8/12/24	-0.32	24,537.056		24,463.390	73.665	0.30	9.46
		Home Depot	37,917.415	8/12/24	-0.81	35,936.074		33,154.707	2,781.367	8.39	15.52
	S	FedEx	30,608.272	8/12/24	0.63	29,265.082		30,633.545	-1,368.462	-4.47	0.99
		Delta Air Lines	4,282.855	8/12/24	-0.61	4,299.303		5,191.531	-892.229	-17.19	1.00
	S	CSX	3,673.212	8/12/24	-1.47	3,713.782		3,533.061	180.721	5.12	15.28
	S	salesforce.com	27,555.668	8/12/24	-0.48	28,565.527		23,123.817	5,441.710	23.53	14.18
		Expeditors Wash	13,060.187	8/12/24	0.03	13,547.025		11,892.688	1,654.337	13.91	24.77
	S	J.B. Hunt	17,847.424	8/12/24	-0.20	19,177.456		18,359.062	818.393	4.46	20.44
	L	NextEra Energy	8,506.501	8/12/24	0.15	9,254.301		8,206.393	1,047.908	12.77	14.86
		Avis Budget	9,112.855	8/12/24	-4.43	9,964.821		7,510.825	2,453.996	32.67	94.10
	S	Johnson & Johnson	17,530.541	8/12/24	-0.46	19,474.602		18,216.438	1,258.164	6.91	15.11
		Norfolk Southern	26,006.340	8/12/24	-1.02	28,904.340		29,730.622	-826.282	-2.78	9.50
		United Airlines	4,431.977	8/12/24	-2.51	4,992.279		6,165.766	-1,173.487	-19.03	2.97
	L	Honeywell	21,577.653	8/12/24	-0.73	25,121.480		24,013.575	1,107.906	4.61	15.72
		Dow	5,725.825	8/12/24	-0.84	6,804.762		7,010.542	-205.780	-2.94	11.38
	L	Xcel Energy	6,361.784	8/12/24	0.10	7,564.624		7,350.646	213.977	2.91	4.49
		⇓instrument	freshest		⇓ Δday	8/23/21	Δwk	3/29/21	prc diff	⇓ Δ21	⇓∅-RS
	L	American Water	15,631.436	8/12/24	0.20	19,977.887		16,227.375	3,750.512	23.11	21.45
	S	Cisco Systems	4,918.815	8/12/24	-1.34	6,418.801		5,762.029	656.772	11.40	29.20
		Exelon	4,046.016	8/12/24	-0.54	5,379.337		4,799.862	579.474	12.07	18.89
		Boeing	17,996.545	8/12/24	-2.25	24,056.797		27,484.835	-3,428.038	-12.47	7.55
		Verizon	4,444.038	8/12/24	-0.54	6,076.699		6,454.306	-377.608	-5.85	-1.61
		Dominion Resources	5,999.945	8/12/24	0.46	8,660.008		8,414.845	245.164	2.91	5.74
	L	AES	1,832.220	8/12/24	0.30	2,658.967		2,860.169	-201.203	-7.03	6.97
	S	UPS	13,690.664	8/12/24	-0.76	21,162.087		18,446.831	2,715.255	14.72	12.24
	L	3M	13,526.192	8/12/24	-0.65	21,346.295		21,474.859	-128.563	-0.60	10.08
		Alaska Air Group	3,792.728	8/12/24	-0.26	6,047.094		7,405.502	-1,358.408	-18.34	6.99
		Southwest Airlines	2,782.869	8/12/24	0.20	5,340.960		6,687.991	-1,347.031	-20.14	2.19
	S	American Airlines	1,053.718	8/12/24	-2.54	2,095.376		2,513.482	-418.107	-16.63	14.37
		Walt Disney	9,424.256	8/12/24	-0.30	19,480.084		20,280.104	-800.020	-3.94	12.37
		Nike	8,184.135	8/12/24	0.40	18,609.478		14,645.340	3,964.138	27.07	28.07
	S	Intel	2,122.788	8/12/24	-1.78	5,836.569		7,076.369	-1,239.799	-17.52	0.89
	S	Walgreens Boots	1,118.411	8/12/24	-4.49	5,319.030		5,798.234	-479.204	-8.26	10.26
DJCA - 65 out of 65 instruments rated - 8/23/21 / 3/29/21 - 40 did rise, Market-Ratio(21) in JPY = 61.54 %
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