Share-o-matic - Portfolio

Tue, Dec 30th, 2025, 19:16UTC

Assessment - Dow Jones Composite Average in Japanese yen - 4/10/23 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/10/23	Δwk	11/14/22	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	1,688,540.295	8/12/24	-0.32	1,499,800.807		1,570,029.749	-70,228.942	-4.47	0.97
		Uber Technologies	9,254.582	8/12/24	1.05	4,241.127		4,074.850	166.277	4.08	14.12
		Matson	17,388.085	8/12/24	0.73	8,061.347		9,471.538	-1,410.191	-14.89	-16.77
	L	Kirby	15,568.168	8/12/24	-0.14	9,211.823		9,536.018	-324.195	-3.40	3.44
		JP Morgan Chase	27,551.289	8/12/24	0.19	17,088.774		18,770.663	-1,681.889	-8.96	1.07
		Caterpillar	44,900.623	8/12/24	-0.66	28,799.308		33,151.084	-4,351.777	-13.13	0.98
		Ryder System	17,616.576	8/12/24	-1.29	11,411.223		12,213.336	-802.113	-6.57	4.83
	L	Goldman Sachs	64,872.936	8/12/24	-0.97	43,421.440		53,596.823	-10,175.383	-18.99	-3.10
		American Express	31,674.829	8/12/24	-0.34	21,531.668		21,604.975	-73.307	-0.34	1.90
		IBM	25,318.484	8/12/24	-1.03	17,508.343		20,213.050	-2,704.707	-13.38	-4.03
		Microsoft	54,358.309	8/12/24	0.19	38,668.546		33,858.962	4,809.584	14.20	11.57
	L	Walmart	9,179.754	8/12/24	1.10	6,703.759		6,466.214	237.546	3.67	7.56
	L	Apple	29,066.549	8/12/24	0.71	21,650.591		20,784.959	865.632	4.16	7.63
	S	salesforce.com	33,580.263	8/12/24	-0.48	25,587.062		22,239.962	3,347.100	15.05	16.47
	L	Amgen	42,758.681	8/12/24	-0.77	33,525.478		39,991.562	-6,466.084	-16.17	-0.83
	L	PSEG	10,757.817	8/12/24	0.81	8,448.848		8,040.364	408.484	5.08	-0.17
		Travelers Companies	28,024.306	8/12/24	-1.29	23,069.644		25,609.738	-2,540.094	-9.92	-2.18
	L	Southern	11,651.740	8/12/24	0.46	9,626.048		9,046.812	579.236	6.40	0.75
	S	FedEx	37,300.268	8/12/24	0.63	30,946.595		24,496.759	6,449.836	26.33	16.97
	L	3M	16,483.471	8/12/24	-0.65	13,730.881		18,366.962	-4,636.081	-25.24	-19.50
	S	Union Pacific	31,634.743	8/12/24	-0.32	26,506.373		30,410.688	-3,904.315	-12.84	-8.20
		Home Depot	46,207.435	8/12/24	-0.81	38,906.391		43,022.118	-4,115.727	-9.57	-4.34
		Norfolk Southern	31,692.200	8/12/24	-1.02	27,032.840		35,278.921	-8,246.082	-23.37	-15.86
		Delta Air Lines	5,219.231	8/12/24	-0.61	4,539.101		4,862.626	-323.525	-6.65	-2.89
		Visa	34,726.730	8/12/24	0.05	30,255.775		28,996.335	1,259.440	4.34	7.46
		⇓instrument	freshest		⇓ Δday	4/10/23	Δwk	11/14/22	prc diff	⇓ Δ21	⇓∅-RS
	L	Duke Energy	15,148.599	8/12/24	0.62	13,245.838		13,379.581	-133.744	-1.00	-4.69
	S	Old Dominion FL	25,470.812	8/12/24	-1.35	22,367.467		22,026.197	341.269	1.55	15.04
		Edison International	11,011.696	8/12/24	0.52	9,732.945		8,399.209	1,333.735	15.88	9.52
	S	CSX	4,476.299	8/12/24	-1.47	4,007.290		4,457.524	-450.234	-10.10	-4.56
		Atmos Energy	17,188.990	8/12/24	0.46	15,509.375		15,493.401	15.974	0.10	1.43
		Expeditors Wash	15,915.583	8/12/24	0.03	14,389.632		15,670.020	-1,280.388	-8.17	2.74
	L	Procter & Gamble	22,289.298	8/12/24	-2.19	20,171.408		19,761.691	409.717	2.07	3.52
	S	UnitedHealth	75,534.545	8/12/24	1.17	68,838.803		72,014.248	-3,175.444	-4.41	-0.13
	L	Coca-Cola	9,108.935	8/12/24	-0.74	8,376.693		8,512.750	-136.057	-1.60	0.25
		Landstar System	24,734.560	8/12/24	-1.04	23,768.482		23,638.896	129.586	0.55	10.90
	L	C.H. Robinson	13,188.381	8/12/24	0.20	12,712.690		13,731.417	-1,018.727	-7.42	-7.20
		Verizon	5,415.654	8/12/24	-0.54	5,257.981		5,370.055	-112.074	-2.09	-8.33
	L	AEP	12,979.932	8/12/24	-0.40	12,619.156		12,427.802	191.354	1.54	-1.83
		Consolidated Edison	13,621.312	8/12/24	0.91	13,256.527		12,521.718	734.809	5.87	4.02
	L	Honeywell	26,295.252	8/12/24	-0.73	25,612.450		29,857.002	-4,244.552	-14.22	-2.48
		FirstEnergy	5,638.801	8/12/24	0.55	5,539.922		5,214.462	325.459	6.24	1.64
	L	Sempra	10,554.713	8/12/24	0.74	10,374.993		10,906.216	-531.223	-4.87	-2.56
		Merck (MSD)	15,163.297	8/12/24	-0.93	15,047.047		14,066.433	980.614	6.97	14.83
	L	NextEra Energy	10,366.308	8/12/24	0.15	10,479.885		11,446.586	-966.700	-8.45	-2.41
	S	Johnson & Johnson	21,363.306	8/12/24	-0.46	21,956.582		24,097.264	-2,140.681	-8.88	-4.67
	S	McDonald´s	36,005.481	8/12/24	0.58	37,918.932		38,165.098	-246.166	-0.65	8.35
		Dominion Resources	7,311.734	8/12/24	0.46	7,744.666		8,124.469	-379.803	-4.67	-17.26
	L	American Water	19,048.992	8/12/24	0.20	20,295.675		20,290.146	5.529	0.03	1.13
		United Airlines	5,400.956	8/12/24	-2.51	5,763.068		6,171.849	-408.780	-6.62	2.36
		Dow	6,977.682	8/12/24	-0.84	7,457.381		7,282.025	175.356	2.41	1.60
		⇓instrument	freshest		⇓ Δday	4/10/23	Δwk	11/14/22	prc diff	⇓ Δ21	⇓∅-RS
	S	J.B. Hunt	21,749.470	8/12/24	-0.20	23,268.739		26,110.158	-2,841.419	-10.88	-1.68
	S	Cisco Systems	5,994.233	8/12/24	-1.34	6,858.760		6,271.372	587.387	9.37	9.00
		Chevron	19,377.700	8/12/24	0.02	22,487.057		26,149.407	-3,662.350	-14.01	1.12
		Exelon	4,930.610	8/12/24	-0.54	5,780.439		5,335.012	445.427	8.35	-0.63
		Walt Disney	11,484.714	8/12/24	-0.30	13,470.321		13,215.578	254.742	1.93	-2.67
	L	Xcel Energy	7,752.683	8/12/24	0.10	9,455.013		9,367.810	87.204	0.93	0.05
		Alaska Air Group	4,621.946	8/12/24	-0.26	5,669.534		6,485.838	-816.304	-12.59	-7.62
		Southwest Airlines	3,391.298	8/12/24	0.20	4,298.584		5,291.558	-992.974	-18.77	-14.28
		Boeing	21,931.194	8/12/24	-2.25	28,164.608		24,327.149	3,837.460	15.77	27.68
	S	American Airlines	1,284.097	8/12/24	-2.54	1,890.735		2,057.750	-167.015	-8.12	-4.57
	L	AES	2,232.805	8/12/24	0.30	3,327.160		3,858.982	-531.823	-13.78	1.91
	S	UPS	16,683.903	8/12/24	-0.76	25,422.708		24,921.485	501.223	2.01	3.23
		Nike	9,973.462	8/12/24	0.40	16,289.721		14,632.734	1,656.987	11.32	8.27
	S	Intel	2,586.900	8/12/24	-1.78	4,345.351		4,254.272	91.079	2.14	-0.10
		Avis Budget	11,105.231	8/12/24	-4.43	25,480.165		32,959.046	-7,478.881	-22.69	-0.52
	S	Walgreens Boots	1,362.933	8/12/24	-4.49	4,823.714		5,682.643	-858.929	-15.11	-6.34
DJCA - 65 out of 65 instruments rated - 4/10/23 / 11/14/22 - 28 did rise, Market-Ratio(21) in JPY = 43.08 %
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


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