Share-o-matic - Portfolio

Sun, Dec 14th, 2025, 18:05UTC

Assessment - Dow Jones Composite Average in Japanese yen - 5/15/23 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/15/23	Δwk	12/19/22	prc diff	⇓ Δ21	⇓∅-RS
		DJCA	1,719,173.313	8/12/24	-0.32	1,504,997.688		1,491,683.132	13,314.555	0.89	0.96
		Matson	17,703.534	8/12/24	0.73	9,168.072		8,189.676	978.396	11.95	-3.05
		Uber Technologies	9,422.476	8/12/24	1.05	5,188.756		3,411.226	1,777.530	52.11	37.62
	L	Kirby	15,850.602	8/12/24	-0.14	9,640.148		8,532.849	1,107.299	12.98	6.82
		Ryder System	17,936.171	8/12/24	-1.29	11,050.934		11,409.490	-358.555	-3.14	-1.32
		Caterpillar	45,715.198	8/12/24	-0.66	28,744.946		31,759.262	-3,014.316	-9.49	0.14
		American Express	32,249.465	8/12/24	-0.34	20,406.748		19,826.125	580.623	2.93	-3.04
		IBM	25,777.804	8/12/24	-1.03	16,782.510		18,986.649	-2,204.139	-11.61	-8.14
		JP Morgan Chase	28,051.116	8/12/24	0.19	18,397.364		17,782.124	615.240	3.46	7.41
	L	Goldman Sachs	66,049.842	8/12/24	-0.97	43,816.010		47,115.929	-3,299.920	-7.00	-3.24
	L	Amgen	43,534.396	8/12/24	-0.77	31,770.586		36,327.159	-4,556.573	-12.54	-6.45
	L	Walmart	9,346.291	8/12/24	1.10	6,887.509		6,507.989	379.519	5.83	10.16
		Microsoft	55,344.462	8/12/24	0.19	42,100.482		32,874.917	9,225.565	28.06	20.33
	L	PSEG	10,952.982	8/12/24	0.81	8,509.614		8,115.846	393.768	4.85	1.08
	L	Apple	29,593.866	8/12/24	0.71	23,409.261		18,097.953	5,311.308	29.35	15.42
	S	FedEx	37,976.959	8/12/24	0.63	30,259.126		23,076.018	7,183.108	31.13	12.55
	S	Old Dominion FL	25,932.896	8/12/24	-1.35	20,847.534		19,837.746	1,009.788	5.09	4.62
	S	salesforce.com	34,189.466	8/12/24	-0.48	27,662.028		17,638.565	10,023.462	56.83	24.38
	L	3M	16,782.510	8/12/24	-0.65	13,671.161		16,697.915	-3,026.754	-18.13	-17.44
	L	Southern	11,863.123	8/12/24	0.46	9,852.378		9,421.545	430.833	4.57	2.76
		Home Depot	47,045.718	8/12/24	-0.81	39,254.421		43,386.140	-4,131.719	-9.52	-3.71
	S	Union Pacific	32,208.651	8/12/24	-0.32	27,160.022		28,218.150	-1,058.128	-3.75	-4.88
	L	Duke Energy	15,423.420	8/12/24	0.62	13,105.214		13,703.693	-598.479	-4.37	-5.02
	S	UnitedHealth	76,904.872	8/12/24	1.17	66,234.863		71,587.884	-5,353.021	-7.48	-4.09
		Delta Air Lines	5,313.917	8/12/24	-0.61	4,587.437		4,500.904	86.533	1.92	-0.78
		⇓instrument	freshest		⇓ Δday	5/15/23	Δwk	12/19/22	prc diff	⇓ Δ21	⇓∅-RS
		Travelers Companies	28,532.715	8/12/24	-1.29	24,870.384		25,089.940	-219.556	-0.88	4.91
		Edison International	11,211.468	8/12/24	0.52	9,827.890		8,880.124	947.766	10.67	9.66
		Visa	35,356.732	8/12/24	0.05	31,672.634		28,003.496	3,669.138	13.10	10.82
		Norfolk Southern	32,267.150	8/12/24	-1.02	28,966.699		33,770.449	-4,803.750	-14.22	-8.38
		Verizon	5,513.903	8/12/24	-0.54	5,002.374		5,062.833	-60.459	-1.19	-10.98
		Atmos Energy	17,500.827	8/12/24	0.46	15,997.530		15,515.266	482.265	3.11	4.17
		FirstEnergy	5,741.099	8/12/24	0.55	5,279.906		5,606.988	-327.082	-5.83	-2.62
	L	AEP	13,215.410	8/12/24	-0.40	12,256.293		12,851.912	-595.619	-4.63	-4.48
	L	Procter & Gamble	22,693.665	8/12/24	-2.19	21,224.379		20,563.059	661.320	3.22	8.70
	L	Coca-Cola	9,274.187	8/12/24	-0.74	8,698.717		8,591.640	107.077	1.25	3.70
		Expeditors Wash	16,204.319	8/12/24	0.03	15,330.910		14,767.394	563.516	3.82	7.70
	L	Sempra	10,746.194	8/12/24	0.74	10,239.426		10,751.855	-512.429	-4.77	-3.78
	S	CSX	4,557.507	8/12/24	-1.47	4,354.800		4,263.007	91.794	2.15	4.20
		Landstar System	25,183.288	8/12/24	-1.04	24,157.509		22,862.731	1,294.778	5.66	10.23
		Consolidated Edison	13,868.426	8/12/24	0.91	13,397.710		12,968.126	429.584	3.31	4.20
	L	Honeywell	26,772.293	8/12/24	-0.73	26,434.902		28,631.052	-2,196.150	-7.67	-0.03
	S	Johnson & Johnson	21,750.873	8/12/24	-0.46	21,705.978		23,992.059	-2,286.081	-9.53	-5.39
	L	NextEra Energy	10,554.370	8/12/24	0.15	10,548.928		11,419.060	-870.132	-7.62	-2.55
		Dow	7,104.269	8/12/24	-0.84	7,109.711		6,744.519	365.192	5.41	-2.07
		Dominion Resources	7,444.382	8/12/24	0.46	7,451.184		8,100.806	-649.622	-8.02	-17.77
	L	C.H. Robinson	13,427.640	8/12/24	0.20	13,607.220		12,784.918	822.302	6.43	-0.64
		Merck (MSD)	15,438.385	8/12/24	-0.93	15,831.555		14,962.907	868.649	5.81	16.86
	L	American Water	19,394.574	8/12/24	0.20	20,074.799		20,710.719	-635.921	-3.07	0.00
	S	Cisco Systems	6,102.978	8/12/24	-1.34	6,407.719		6,480.645	-72.926	-1.13	1.81
	S	J.B. Hunt	22,144.043	8/12/24	-0.20	23,881.337		24,545.785	-664.447	-2.71	0.11
		⇓instrument	freshest		⇓ Δday	5/15/23	Δwk	12/19/22	prc diff	⇓ Δ21	⇓∅-RS
		Walt Disney	11,693.067	8/12/24	-0.30	12,633.138		11,728.053	905.084	7.72	-7.77
		Chevron	19,729.244	8/12/24	0.02	21,386.272		23,226.413	-1,840.140	-7.92	-4.57
	S	McDonald´s	36,658.683	8/12/24	0.58	40,255.712		36,344.933	3,910.779	10.76	12.74
		Exelon	5,020.060	8/12/24	-0.54	5,545.194		5,710.897	-165.704	-2.90	-4.19
		United Airlines	5,498.938	8/12/24	-2.51	6,149.233		5,192.719	956.514	18.42	9.15
		Southwest Airlines	3,452.822	8/12/24	0.20	3,952.107		4,969.862	-1,017.755	-20.48	-18.79
	L	Xcel Energy	7,893.330	8/12/24	0.10	9,238.815		9,488.539	-249.724	-2.63	-2.29
		Boeing	22,329.064	8/12/24	-2.25	27,585.842		25,386.628	2,199.215	8.66	21.77
		Alaska Air Group	4,705.796	8/12/24	-0.26	5,896.190		5,865.394	30.796	0.53	-2.54
	L	AES	2,273.312	8/12/24	0.30	2,991.629		3,855.574	-863.944	-22.41	-9.46
	S	UPS	16,986.577	8/12/24	-0.76	22,971.196		24,395.390	-1,424.193	-5.84	-7.26
	S	American Airlines	1,307.392	8/12/24	-2.54	1,942.722		1,706.296	236.426	13.86	0.01
	S	Intel	2,633.831	8/12/24	-1.78	4,054.141		3,662.795	391.346	10.68	-4.16
		Nike	10,154.398	8/12/24	0.40	16,302.271		14,089.250	2,213.021	15.71	7.71
		Avis Budget	11,306.699	8/12/24	-4.43	22,163.089		23,527.202	-1,364.113	-5.80	-10.85
	S	Walgreens Boots	1,387.659	8/12/24	-4.49	4,285.417		5,375.927	-1,090.510	-20.29	-15.28
DJCA - 65 out of 65 instruments rated - 5/15/23 / 12/19/22 - 34 did rise, Market-Ratio(21) in JPY = 52.31 %
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	6285	days out of 7286 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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