Share-o-matic - Portfolio

Tue, Dec 30th, 2025, 18:53UTC

Assessment - Dow Jones Composite Average in Japanese yen - 3/14/22 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/14/22	Δwk	10/18/21	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	1,490,530.936	8/12/24	-0.32	1,333,690.677		1,330,335.806	3,354.871	0.25	3.24
		Uber Technologies	8,169.329	8/12/24	1.05	3,452.444		5,374.506	-1,922.062	-35.76	-29.87
		Ryder System	15,550.741	8/12/24	-1.29	9,138.891		9,709.964	-571.073	-5.88	3.96
	L	Kirby	13,742.542	8/12/24	-0.14	8,123.328		6,295.948	1,827.380	29.02	21.91
		JP Morgan Chase	24,320.443	8/12/24	0.19	15,353.761		19,016.868	-3,663.106	-19.26	-12.36
		Caterpillar	39,635.280	8/12/24	-0.66	25,411.495		22,628.417	2,783.078	12.30	7.37
		IBM	22,349.472	8/12/24	-1.03	14,618.923		16,250.259	-1,631.336	-10.04	-2.94
	L	Goldman Sachs	57,265.508	8/12/24	-0.97	38,331.915		47,235.593	-8,903.678	-18.85	-7.90
		Microsoft	47,983.895	8/12/24	0.19	32,606.544		35,086.721	-2,480.177	-7.07	2.43
		Merck (MSD)	13,385.149	8/12/24	-0.93	9,174.276		8,809.074	365.202	4.15	6.02
	L	Apple	25,658.014	8/12/24	0.71	17,765.872		16,733.245	1,032.627	6.17	9.06
	L	Walmart	8,103.276	8/12/24	1.10	5,663.647		5,392.398	271.249	5.03	7.62
	L	Amgen	37,744.516	8/12/24	-0.77	27,035.689		23,193.614	3,842.075	16.57	5.77
		American Express	27,960.430	8/12/24	-0.34	20,380.859		20,189.508	191.351	0.95	10.79
	S	FedEx	32,926.193	8/12/24	0.63	24,903.124		26,031.015	-1,127.891	-4.33	-14.65
	S	salesforce.com	29,642.420	8/12/24	-0.48	22,778.815		33,306.637	-10,527.821	-31.61	-16.06
		Visa	30,654.445	8/12/24	0.05	23,629.247		26,335.878	-2,706.632	-10.28	-4.95
	S	Old Dominion FL	22,483.936	8/12/24	-1.35	17,607.817		17,565.055	42.762	0.24	10.57
		Edison International	9,720.392	8/12/24	0.52	7,622.033		6,526.594	1,095.440	16.78	13.68
	L	Southern	10,285.381	8/12/24	0.46	8,098.558		7,130.612	967.946	13.57	12.73
		Landstar System	21,834.023	8/12/24	-1.04	17,754.077		18,850.163	-1,096.087	-5.81	-3.65
		Delta Air Lines	4,607.190	8/12/24	-0.61	3,782.708		4,682.568	-899.860	-19.22	-19.17
		Expeditors Wash	14,049.217	8/12/24	0.03	11,580.489		13,556.726	-1,976.237	-14.58	-13.22
	L	PSEG	9,496.284	8/12/24	0.81	7,847.321		7,048.401	798.919	11.33	11.90
	S	McDonald´s	31,783.241	8/12/24	0.58	26,678.296		27,661.521	-983.226	-3.55	-1.14
		⇓instrument	freshest		⇓ Δday	3/14/22	Δwk	10/18/21	prc diff	⇓ Δ21	⇓∅-RS
		Travelers Companies	24,737.992	8/12/24	-1.29	20,898.667		17,456.012	3,442.655	19.72	19.22
	L	Coca-Cola	8,040.761	8/12/24	-0.74	6,904.887		6,158.930	745.957	12.11	10.43
	S	UnitedHealth	66,676.867	8/12/24	1.17	57,550.951		48,483.593	9,067.358	18.70	21.42
		United Airlines	4,767.604	8/12/24	-2.51	4,130.665		5,385.924	-1,255.259	-23.31	-23.68
	L	Procter & Gamble	19,675.508	8/12/24	-2.19	17,108.881		16,252.543	856.339	5.27	6.59
		Atmos Energy	15,173.295	8/12/24	0.46	13,312.019		10,401.901	2,910.118	27.98	20.89
		Consolidated Edison	12,023.987	8/12/24	0.91	10,559.028		8,322.663	2,236.366	26.87	21.61
		Matson	15,349.043	8/12/24	0.73	13,550.281		9,466.758	4,083.523	43.14	58.87
		Home Depot	40,788.847	8/12/24	-0.81	37,551.075		40,535.444	-2,984.369	-7.36	-0.76
	L	Honeywell	23,211.698	8/12/24	-0.73	21,608.735		25,191.784	-3,583.048	-14.22	-10.40
	L	Duke Energy	13,372.174	8/12/24	0.62	12,538.256		11,402.128	1,136.128	9.96	10.62
	L	Sempra	9,316.998	8/12/24	0.74	9,080.505		7,274.480	1,806.025	24.83	22.57
	L	AEP	11,457.820	8/12/24	-0.40	11,174.736		9,475.892	1,698.843	17.93	15.79
	L	C.H. Robinson	11,641.824	8/12/24	0.20	11,657.158		11,078.995	578.162	5.22	8.84
	S	CSX	3,951.379	8/12/24	-1.47	4,037.484		3,908.420	129.063	3.30	7.98
	L	NextEra Energy	9,150.686	8/12/24	0.15	9,351.204		9,247.530	103.674	1.12	5.09
		FirstEnergy	4,977.558	8/12/24	0.55	5,219.359		4,129.932	1,089.427	26.38	22.08
		Boeing	19,359.398	8/12/24	-2.25	20,702.867		24,775.022	-4,072.155	-16.44	-16.52
	L	American Water	16,815.182	8/12/24	0.20	18,001.775		19,455.323	-1,453.548	-7.47	-1.81
	S	Johnson & Johnson	18,858.104	8/12/24	-0.46	20,251.112		18,282.683	1,968.429	10.77	8.96
	S	Union Pacific	27,925.044	8/12/24	-0.32	30,391.412		25,796.944	4,594.469	17.81	19.55
		Norfolk Southern	27,975.763	8/12/24	-1.02	31,385.745		31,485.448	-99.703	-0.32	4.02
		Chevron	17,105.343	8/12/24	0.02	19,664.893		12,509.685	7,155.208	57.20	60.00
		Dow	6,159.433	8/12/24	-0.84	7,110.123		6,730.978	379.145	5.63	4.54
	L	3M	14,550.511	8/12/24	-0.65	16,923.697		20,748.996	-3,825.298	-18.44	-17.85
		⇓instrument	freshest		⇓ Δday	3/14/22	Δwk	10/18/21	prc diff	⇓ Δ21	⇓∅-RS
		Exelon	4,352.414	8/12/24	-0.54	5,140.331		5,696.497	-556.165	-9.76	-4.07
	L	Xcel Energy	6,843.553	8/12/24	0.10	8,198.817		7,385.236	813.581	11.02	8.97
	S	J.B. Hunt	19,198.984	8/12/24	-0.20	23,041.847		21,585.943	1,455.904	6.74	15.48
	S	Cisco Systems	5,291.309	8/12/24	-1.34	6,404.773		6,301.657	103.116	1.64	3.89
		Verizon	4,780.579	8/12/24	-0.54	6,192.460		5,927.143	265.317	4.48	1.28
	L	AES	1,970.971	8/12/24	0.30	2,561.909		2,723.220	-161.311	-5.92	-6.16
		Alaska Air Group	4,079.946	8/12/24	-0.26	5,850.400		6,556.281	-705.881	-10.77	-10.72
	S	American Airlines	1,133.515	8/12/24	-2.54	1,680.810		2,265.354	-584.543	-25.80	-24.60
		Dominion Resources	6,454.312	8/12/24	0.46	9,591.825		8,216.474	1,375.351	16.74	12.01
		Walt Disney	10,137.941	8/12/24	-0.30	15,219.297		19,540.959	-4,321.663	-22.12	-18.95
		Nike	8,803.908	8/12/24	0.40	13,867.571		18,203.898	-4,336.327	-23.82	-17.14
		Southwest Airlines	2,993.612	8/12/24	0.20	4,729.860		5,682.795	-952.935	-16.77	-16.21
	S	UPS	14,727.438	8/12/24	-0.76	24,097.514		22,081.489	2,016.025	9.13	8.73
	S	Intel	2,283.543	8/12/24	-1.78	5,237.052		6,219.446	-982.395	-15.80	-13.28
		Avis Budget	9,802.959	8/12/24	-4.43	25,140.207		18,077.157	7,063.050	39.07	104.94
	S	Walgreens Boots	1,203.106	8/12/24	-4.49	5,651.062		5,526.367	124.695	2.26	0.87
DJCA - 65 out of 65 instruments rated - 3/14/22 / 10/18/21 - 37 did rise, Market-Ratio(21) in JPY = 56.92 %
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