Share-o-matic - Portfolio

Tue, Dec 30th, 2025, 16:23UTC

Assessment - Dow Jones Composite Average in Japanese yen - 8/01/22 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	8/01/22	Δwk	3/07/22	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	1,664,485.638	8/12/24	-0.32	1,481,978.096		1,296,915.857	185,062.239	14.27	8.63
		Uber Technologies	9,122.743	8/12/24	1.05	3,240.246		3,295.670	-55.423	-1.68	-19.11
	L	Kirby	15,346.387	8/12/24	-0.14	8,350.879		7,953.673	397.206	4.99	17.57
		JP Morgan Chase	27,158.798	8/12/24	0.19	15,043.437		14,904.918	138.519	0.93	-11.90
		Caterpillar	44,260.977	8/12/24	-0.66	25,666.440		22,690.173	2,976.267	13.12	5.99
		Ryder System	17,365.614	8/12/24	-1.29	10,188.336		8,851.129	1,337.207	15.11	10.21
	L	Walmart	9,048.981	8/12/24	1.10	5,819.272		5,447.407	371.865	6.83	4.51
		American Express	31,223.595	8/12/24	-0.34	20,196.219		18,356.316	1,839.904	10.02	1.36
		Microsoft	53,583.930	8/12/24	0.19	36,618.737		32,173.443	4,445.294	13.82	4.84
	L	Goldman Sachs	63,948.767	8/12/24	-0.97	43,740.693		37,131.367	6,609.326	17.80	3.53
		IBM	24,957.801	8/12/24	-1.03	17,391.957		14,542.705	2,849.252	19.59	10.65
		Matson	17,140.377	8/12/24	0.73	12,020.524		12,021.062	-0.538	-0.00	17.95
	S	salesforce.com	33,101.884	8/12/24	-0.48	24,101.638		22,635.957	1,465.681	6.48	-8.00
	L	Apple	28,652.472	8/12/24	0.71	21,273.667		18,375.926	2,897.741	15.77	15.31
		Travelers Companies	27,625.077	8/12/24	-1.29	20,583.468		19,585.991	997.477	5.09	5.79
	L	Amgen	42,149.548	8/12/24	-0.77	32,355.047		27,034.413	5,320.634	19.68	20.01
		Merck (MSD)	14,947.283	8/12/24	-0.93	11,660.936		8,966.483	2,694.453	30.05	21.23
	S	Old Dominion FL	25,107.959	8/12/24	-1.35	20,007.205		17,419.063	2,588.142	14.86	14.11
		Edison International	10,854.826	8/12/24	0.52	8,823.744		7,635.295	1,188.449	15.57	17.89
		Visa	34,232.019	8/12/24	0.05	27,839.776		21,998.048	5,841.728	26.56	9.17
	L	PSEG	10,604.563	8/12/24	0.81	8,651.195		7,810.634	840.561	10.76	12.32
		Delta Air Lines	5,144.879	8/12/24	-0.61	4,245.250		3,473.315	771.934	22.22	-6.49
		Landstar System	24,382.196	8/12/24	-1.04	20,426.725		17,663.037	2,763.688	15.65	8.13
	S	FedEx	36,768.894	8/12/24	0.63	31,309.211		23,196.578	8,112.633	34.97	13.00
	L	Procter & Gamble	21,971.769	8/12/24	-2.19	18,822.407		17,630.738	1,191.670	6.76	6.07
		⇓instrument	freshest		⇓ Δday	8/01/22	Δwk	3/07/22	prc diff	⇓ Δ21	⇓∅-RS
	L	Southern	11,485.752	8/12/24	0.46	10,100.085		7,985.972	2,114.113	26.47	25.99
		Home Depot	45,549.172	8/12/24	-0.81	40,281.796		37,232.879	3,048.917	8.19	1.61
		Expeditors Wash	15,688.852	8/12/24	0.03	14,025.262		11,511.197	2,514.065	21.84	4.34
		United Airlines	5,324.015	8/12/24	-2.51	4,964.426		3,599.051	1,365.375	37.94	-4.52
		Atmos Energy	16,944.118	8/12/24	0.46	15,960.190		13,382.242	2,577.948	19.26	30.06
	L	Coca-Cola	8,979.171	8/12/24	-0.74	8,498.403		7,045.835	1,452.567	20.62	21.10
	S	UnitedHealth	74,458.493	8/12/24	1.17	70,518.828		56,162.505	14,356.323	25.56	27.81
	S	Union Pacific	31,184.079	8/12/24	-0.32	29,910.373		30,160.512	-250.139	-0.83	8.90
		FirstEnergy	5,558.472	8/12/24	0.55	5,337.186		5,141.337	195.849	3.81	12.02
		Consolidated Edison	13,427.265	8/12/24	0.91	12,951.766		10,398.029	2,553.737	24.56	29.98
	L	Duke Energy	14,932.794	8/12/24	0.62	14,469.149		12,308.294	2,160.855	17.56	16.33
	S	CSX	4,412.531	8/12/24	-1.47	4,293.985		4,269.259	24.726	0.58	7.98
	L	Honeywell	25,920.655	8/12/24	-0.73	25,288.411		21,012.923	4,275.488	20.35	5.13
	S	McDonald´s	35,492.553	8/12/24	0.58	34,803.672		25,877.410	8,926.262	34.49	18.47
		Dow	6,878.279	8/12/24	-0.84	6,909.891		6,688.237	221.654	3.31	-2.06
	S	Cisco Systems	5,908.840	8/12/24	-1.34	5,964.161		6,412.541	-448.380	-6.99	-6.01
	L	AEP	12,795.022	8/12/24	-0.40	13,053.188		11,219.351	1,833.837	16.35	21.62
		Boeing	21,618.766	8/12/24	-2.25	22,269.450		19,514.472	2,754.978	14.12	1.64
	L	Sempra	10,404.352	8/12/24	0.74	10,891.048		8,815.369	2,075.679	23.55	31.37
		Norfolk Southern	31,240.718	8/12/24	-1.02	33,325.803		32,104.230	1,221.573	3.81	7.51
	S	Johnson & Johnson	21,058.968	8/12/24	-0.46	22,906.962		19,865.149	3,041.813	15.31	13.19
	L	American Water	18,777.623	8/12/24	0.20	20,630.886		18,366.697	2,264.189	12.33	6.17
	L	NextEra Energy	10,218.631	8/12/24	0.15	11,236.806		9,710.517	1,526.289	15.72	16.87
		Chevron	19,101.648	8/12/24	0.02	21,141.950		18,691.996	2,449.953	13.11	40.35
	L	C.H. Robinson	13,000.501	8/12/24	0.20	14,449.392		12,127.188	2,322.204	19.15	23.85
		⇓instrument	freshest		⇓ Δday	8/01/22	Δwk	3/07/22	prc diff	⇓ Δ21	⇓∅-RS
	S	J.B. Hunt	21,439.631	8/12/24	-0.20	23,914.600		23,065.074	849.525	3.68	10.46
		Verizon	5,338.504	8/12/24	-0.54	6,093.244		6,307.568	-214.324	-3.40	-1.84
	L	3M	16,248.651	8/12/24	-0.65	18,882.997		16,527.951	2,355.046	14.25	-2.17
		Walt Disney	11,321.105	8/12/24	-0.30	13,991.015		15,399.787	-1,408.772	-9.15	-15.06
		Exelon	4,860.370	8/12/24	-0.54	6,073.486		5,055.975	1,017.511	20.12	5.18
	L	Xcel Energy	7,642.240	8/12/24	0.10	9,640.392		8,253.594	1,386.798	16.80	18.75
		Alaska Air Group	4,556.103	8/12/24	-0.26	5,958.892		5,039.825	919.067	18.24	-3.62
	L	AES	2,200.997	8/12/24	0.30	2,945.200		2,522.797	422.403	16.74	8.59
	S	American Airlines	1,265.804	8/12/24	-2.54	1,880.924		1,481.148	399.775	26.99	-9.39
		Dominion Resources	7,207.573	8/12/24	0.46	10,871.949		9,614.773	1,257.175	13.08	16.59
		Southwest Airlines	3,342.986	8/12/24	0.20	5,046.091		4,290.023	756.068	17.62	-5.12
		Nike	9,831.382	8/12/24	0.40	15,055.292		14,354.678	700.614	4.88	-9.40
	S	UPS	16,446.227	8/12/24	-0.76	25,729.665		23,206.960	2,522.704	10.87	10.40
	S	Intel	2,550.048	8/12/24	-1.78	4,868.273		5,500.089	-631.816	-11.49	-14.52
		Avis Budget	10,947.028	8/12/24	-4.43	23,852.692		18,721.988	5,130.704	27.40	23.71
	S	Walgreens Boots	1,343.517	8/12/24	-4.49	5,254.205		5,420.494	-166.290	-3.07	-4.77
DJCA - 65 out of 65 instruments rated - 8/01/22 / 3/07/22 - 57 did rise, Market-Ratio(21) in JPY = 87.69 %
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 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