Share-o-matic - Portfolio

Sun, Dec 14th, 2025, 22:36UTC

Assessment - Dow Jones Composite Average - 7/25/22 - RS = 21

historical assessment - show freshest

		instrument	freshest		⇓ Δday	7/25/22	⇓ Δwk	2/28/22	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	12,636.800	8/12/24	-0.32	10,847.800		11,465.900	-618.100	-5.39	-5.49
	L	3M	123.360	8/12/24	-0.65	134.120		148.650	-14.530	-9.77	-17.43
	L	AES	16.710	8/12/24	0.30	20.000		21.230	-1.230	-5.79	-12.44
		Alaska Air Group	34.590	8/12/24	-0.26	43.740		56.140	-12.400	-22.09	-15.96
	S	American Airlines	9.610	8/12/24	-2.54	13.750		17.250	-3.500	-20.29	-21.48
	L	AEP	97.140	8/12/24	-0.40	95.800		90.650	5.150	5.68	5.81
		American Express	237.050	8/12/24	-0.34	153.790		194.540	-40.750	-20.95	-8.30
	L	American Water	142.560	8/12/24	0.20	149.830		151.090	-1.260	-0.83	-8.20
	L	Amgen	320.000	8/12/24	-0.77	248.720		226.480	22.240	9.82	9.22
	L	Apple	217.530	8/12/24	0.71	152.950		165.120	-12.170	-7.37	-1.35
		Atmos Energy	128.640	8/12/24	0.46	114.770		109.810	4.960	4.52	10.83
		Avis Budget	83.110	8/12/24	-4.43	160.110		183.440	-23.330	-12.72	-0.67
		Boeing	164.130	8/12/24	-2.25	156.640		205.340	-48.700	-23.72	-14.53
		Caterpillar	336.030	8/12/24	-0.66	181.810		187.580	-5.770	-3.08	-11.01
	L	C.H. Robinson	98.700	8/12/24	0.20	100.910		96.680	4.230	4.38	2.58
		Chevron	145.020	8/12/24	0.02	148.480		144.000	4.480	3.11	16.67
	S	Cisco Systems	44.860	8/12/24	-1.34	44.340		55.770	-11.430	-20.49	-16.80
	L	Coca-Cola	68.170	8/12/24	-0.74	62.190		62.240	-0.050	-0.08	5.06
		Consolidated Edison	101.940	8/12/24	0.91	94.090		85.770	8.320	9.70	12.00
	S	CSX	33.500	8/12/24	-1.47	31.350		33.910	-2.560	-7.55	-6.25
		Delta Air Lines	39.060	8/12/24	-0.61	31.410		39.920	-8.510	-21.32	-17.91
		Walt Disney	85.950	8/12/24	-0.30	102.690		148.460	-45.770	-30.83	-25.63
		Dominion Resources	54.720	8/12/24	0.46	78.600		79.530	-0.930	-1.17	0.02
		Dow	52.220	8/12/24	-0.84	51.580		58.960	-7.380	-12.52	-13.47
	L	Duke Energy	113.370	8/12/24	0.62	105.980		100.410	5.570	5.55	1.05
		instrument	freshest		⇓ Δday	7/25/22	⇓ Δwk	2/28/22	prc diff	⇓ Δ21	⇓∅-RS
		Edison International	82.410	8/12/24	0.52	62.750		63.420	-0.670	-1.06	-0.43
		Exelon	36.900	8/12/24	-0.54	44.420		42.560	1.860	4.37	-8.46
		Expeditors Wash	119.110	8/12/24	0.03	99.160		103.360	-4.200	-4.06	-12.31
	S	FedEx	279.150	8/12/24	0.63	228.170		222.270	5.900	2.65	-2.25
		FirstEnergy	42.200	8/12/24	0.55	38.620		41.850	-3.230	-7.72	-3.87
	L	Goldman Sachs	485.500	8/12/24	-0.97	324.120		341.290	-17.170	-5.03	-8.47
		Home Depot	345.810	8/12/24	-0.81	306.150		315.830	-9.680	-3.06	-7.90
	L	Honeywell	196.790	8/12/24	-0.73	181.260		189.750	-8.490	-4.47	-10.48
		IBM	189.480	8/12/24	-1.03	128.540		122.510	6.030	4.92	-3.14
	S	Intel	19.360	8/12/24	-1.78	39.160		47.700	-8.540	-17.90	-18.23
	S	J.B. Hunt	162.770	8/12/24	-0.20	173.320		202.930	-29.610	-14.59	-4.58
	S	Johnson & Johnson	159.880	8/12/24	-0.46	172.460		164.570	7.890	4.79	1.03
		JP Morgan Chase	206.190	8/12/24	0.19	115.220		141.800	-26.580	-18.74	-19.59
	L	Kirby	116.510	8/12/24	-0.14	62.650		65.150	-2.500	-3.84	4.46
		Landstar System	185.110	8/12/24	-1.04	148.150		154.410	-6.260	-4.05	-6.62
		Matson	130.130	8/12/24	0.73	85.700		110.770	-25.070	-22.63	0.49
	S	McDonald´s	269.460	8/12/24	0.58	250.380		244.770	5.610	2.29	1.25
		Merck (MSD)	113.480	8/12/24	-0.93	90.530		76.580	13.950	18.22	11.59
		Microsoft	406.810	8/12/24	0.19	258.830		298.790	-39.960	-13.37	-11.80
	L	NextEra Energy	77.580	8/12/24	0.15	80.980		78.270	2.710	3.46	0.37
		Nike	74.640	8/12/24	0.40	109.280		136.550	-27.270	-19.97	-21.66
		Norfolk Southern	237.180	8/12/24	-1.02	246.900		256.520	-9.620	-3.75	-5.22
	S	Old Dominion FL	190.620	8/12/24	-1.35	137.775		157.015	-19.240	-12.25	-6.10
	L	Procter & Gamble	166.810	8/12/24	-2.19	143.990		155.890	-11.900	-7.63	-3.59
	L	PSEG	80.510	8/12/24	0.81	60.690		64.830	-4.140	-6.39	-6.53
		instrument	freshest		⇓ Δday	7/25/22	⇓ Δwk	2/28/22	prc diff	⇓ Δ21	⇓∅-RS
		Ryder System	131.840	8/12/24	-1.29	74.640		78.840	-4.200	-5.33	-3.82
	S	salesforce.com	251.310	8/12/24	-0.48	177.290		210.530	-33.240	-15.79	-19.15
	L	Sempra	78.990	8/12/24	0.74	79.135		72.110	7.025	9.74	13.15
	L	Southern	87.200	8/12/24	0.46	72.690		64.770	7.920	12.23	7.58
		Southwest Airlines	25.380	8/12/24	0.20	40.620		43.800	-3.180	-7.26	-9.27
		Travelers Companies	209.730	8/12/24	-1.29	159.980		171.830	-11.850	-6.90	-2.44
		Uber Technologies	69.260	8/12/24	1.05	23.350		36.030	-12.680	-35.19	-30.50
	S	Union Pacific	236.750	8/12/24	-0.32	217.360		245.950	-28.590	-11.62	-5.96
		United Airlines	40.420	8/12/24	-2.51	36.340		44.400	-8.060	-18.15	-17.19
	S	UnitedHealth	565.290	8/12/24	1.17	529.470		475.870	53.600	11.26	13.99
	S	UPS	124.860	8/12/24	-0.76	187.910		210.420	-22.510	-10.70	-4.20
		Verizon	40.530	8/12/24	-0.54	44.760		53.670	-8.910	-16.60	-14.55
		Visa	259.890	8/12/24	0.05	214.270		216.120	-1.850	-0.86	-0.25
	S	Walgreens Boots	10.200	8/12/24	-4.49	38.750		46.090	-7.340	-15.93	-16.49
	L	Walmart	68.700	8/12/24	1.10	44.007		45.053	-1.047	-2.32	-6.04
	L	Xcel Energy	58.020	8/12/24	0.10	69.460		67.330	2.130	3.16	1.43
DJCA - 65 out of 65 instruments rated - 7/25/22 / 2/28/22 - 18 did rise, Market-Ratio(21) = 27.69 %
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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