Share-o-matic - Portfolio

Sun, Dec 14th, 2025, 23:24UTC

Assessment - Dow Jones Composite Average - 12/06/21 - RS = 21

historical assessment - show freshest

		instrument	freshest		⇓ Δday	12/06/21	⇓ Δwk	7/12/21	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	12,636.800	8/12/24	-0.32	11,925.400		11,514.700	410.700	3.57	7.21
	L	3M	123.360	8/12/24	-0.65	177.200		199.980	-22.780	-11.39	-5.25
	L	AES	16.710	8/12/24	0.30	24.360		25.950	-1.590	-6.13	-2.93
		Alaska Air Group	34.590	8/12/24	-0.26	50.620		59.670	-9.050	-15.17	-14.36
	S	American Airlines	9.610	8/12/24	-2.54	17.930		20.840	-2.910	-13.96	-10.03
	L	AEP	97.140	8/12/24	-0.40	83.490		85.410	-1.920	-2.25	-0.91
		American Express	237.050	8/12/24	-0.34	160.680		173.600	-12.920	-7.44	6.78
	L	American Water	142.560	8/12/24	0.20	173.920		162.980	10.940	6.71	8.32
	L	Amgen	320.000	8/12/24	-0.77	208.790		244.370	-35.580	-14.56	-9.77
	L	Apple	217.530	8/12/24	0.71	165.320		144.500	20.820	14.41	21.40
		Atmos Energy	128.640	8/12/24	0.46	94.560		99.440	-4.880	-4.91	-0.72
		Avis Budget	83.110	8/12/24	-4.43	265.300		73.940	191.360	258.80	272.59
		Boeing	164.130	8/12/24	-2.25	205.880		238.290	-32.410	-13.60	-8.70
		Caterpillar	336.030	8/12/24	-0.66	201.280		218.580	-17.300	-7.91	-3.51
	L	C.H. Robinson	98.700	8/12/24	0.20	97.900		92.740	5.160	5.56	4.22
		Chevron	145.020	8/12/24	0.02	116.200		104.280	11.920	11.43	14.95
	S	Cisco Systems	44.860	8/12/24	-1.34	56.960		53.230	3.730	7.01	10.29
	L	Coca-Cola	68.170	8/12/24	-0.74	54.910		54.480	0.430	0.79	2.20
		Consolidated Edison	101.940	8/12/24	0.91	81.350		73.360	7.990	10.89	9.67
	S	CSX	33.500	8/12/24	-1.47	36.760		31.740	5.020	15.82	14.52
		Delta Air Lines	39.060	8/12/24	-0.61	38.140		42.850	-4.710	-10.99	-10.94
		Walt Disney	85.950	8/12/24	-0.30	150.370		184.380	-34.010	-18.45	-15.18
		Dominion Resources	54.720	8/12/24	0.46	74.290		75.550	-1.260	-1.67	-1.18
		Dow	52.220	8/12/24	-0.84	53.880		63.220	-9.340	-14.77	-11.24
	L	Duke Energy	113.370	8/12/24	0.62	101.210		101.530	-0.320	-0.32	3.24
		instrument	freshest		⇓ Δday	12/06/21	⇓ Δwk	7/12/21	prc diff	⇓ Δ21	⇓∅-RS
		Edison International	82.410	8/12/24	0.52	68.180		58.200	9.980	17.15	15.71
		Exelon	36.900	8/12/24	-0.54	53.530		45.280	8.250	18.22	17.18
		Expeditors Wash	119.110	8/12/24	0.03	126.300		128.190	-1.890	-1.47	13.03
	S	FedEx	279.150	8/12/24	0.63	245.050		299.670	-54.620	-18.23	-8.26
		FirstEnergy	42.200	8/12/24	0.55	39.250		37.480	1.770	4.72	10.60
	L	Goldman Sachs	485.500	8/12/24	-0.97	389.300		380.500	8.800	2.31	12.79
		Home Depot	345.810	8/12/24	-0.81	415.700		321.740	93.960	29.20	33.54
	L	Honeywell	196.790	8/12/24	-0.73	206.250		225.020	-18.770	-8.34	-5.39
		IBM	189.480	8/12/24	-1.03	119.910		140.920	-21.010	-14.91	-9.96
	S	Intel	19.360	8/12/24	-1.78	50.990		56.730	-5.740	-10.12	-7.76
	S	J.B. Hunt	162.770	8/12/24	-0.20	195.560		165.450	30.110	18.20	19.04
	S	Johnson & Johnson	159.880	8/12/24	-0.46	162.940		169.480	-6.540	-3.86	-0.54
		JP Morgan Chase	206.190	8/12/24	0.19	160.160		158.000	2.160	1.37	5.84
	L	Kirby	116.510	8/12/24	-0.14	55.260		60.370	-5.110	-8.46	-4.71
		Landstar System	185.110	8/12/24	-1.04	171.990		157.250	14.740	9.37	7.68
		Matson	130.130	8/12/24	0.73	85.530		66.720	18.810	28.19	22.21
	S	McDonald´s	269.460	8/12/24	0.58	255.790		235.610	20.180	8.57	11.38
		Merck (MSD)	113.480	8/12/24	-0.93	73.420		77.550	-4.130	-5.33	-5.73
		Microsoft	406.810	8/12/24	0.19	326.190		277.320	48.870	17.62	24.68
	L	NextEra Energy	77.580	8/12/24	0.15	89.150		75.090	14.060	18.72	13.83
		Nike	74.640	8/12/24	0.40	168.910		161.820	7.090	4.38	14.74
		Norfolk Southern	237.180	8/12/24	-1.02	287.230		261.790	25.440	9.72	9.98
	S	Old Dominion FL	190.620	8/12/24	-1.35	176.565		128.810	47.755	37.07	40.07
	L	Procter & Gamble	166.810	8/12/24	-2.19	152.150		137.140	15.010	10.95	10.76
	L	PSEG	80.510	8/12/24	0.81	63.710		60.700	3.010	4.96	5.07
		instrument	freshest		⇓ Δday	12/06/21	⇓ Δwk	7/12/21	prc diff	⇓ Δ21	⇓∅-RS
		Ryder System	131.840	8/12/24	-1.29	81.010		74.490	6.520	8.75	7.94
	S	salesforce.com	251.310	8/12/24	-0.48	258.750		242.910	15.840	6.52	6.98
	L	Sempra	78.990	8/12/24	0.74	62.730		66.720	-3.990	-5.98	-3.36
	L	Southern	87.200	8/12/24	0.46	64.660		61.800	2.860	4.63	3.46
		Southwest Airlines	25.380	8/12/24	0.20	45.560		52.980	-7.420	-14.01	-13.03
		Travelers Companies	209.730	8/12/24	-1.29	151.820		154.090	-2.270	-1.47	0.29
		Uber Technologies	69.260	8/12/24	1.05	38.490		48.410	-9.920	-20.49	-21.35
	S	Union Pacific	236.750	8/12/24	-0.32	246.060		221.220	24.840	11.23	13.11
		United Airlines	40.420	8/12/24	-2.51	43.990		50.620	-6.630	-13.10	-10.49
	S	UnitedHealth	565.290	8/12/24	1.17	460.110		416.040	44.070	10.59	18.54
	S	UPS	124.860	8/12/24	-0.76	202.060		213.330	-11.270	-5.28	8.86
		Verizon	40.530	8/12/24	-0.54	51.070		56.150	-5.080	-9.05	-8.74
		Visa	259.890	8/12/24	0.05	202.680		237.870	-35.190	-14.79	-8.44
	S	Walgreens Boots	10.200	8/12/24	-4.49	48.300		47.550	0.750	1.58	-1.51
	L	Walmart	68.700	8/12/24	1.10	46.333		46.683	-0.350	-0.75	-2.10
	L	Xcel Energy	58.020	8/12/24	0.10	65.180		67.840	-2.660	-3.92	-1.59
DJCA - 65 out of 65 instruments rated - 12/06/21 / 7/12/21 - 32 did rise, Market-Ratio(21) = 49.23 %
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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