Share-o-matic - Portfolio

Tue, Dec 30th, 2025, 10:41UTC

Assessment - Dow Jones Composite Average in Japanese yen - 7/01/24 - RS = 26

		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	⇓∅-RS
		DJCA	2,041,784.087	8/12/24	-0.32	2,011,133.413	1.52	1,732,915.260	278,218.153	16.05	13.65
	L	3M	19,931.825	8/12/24	-0.65	16,256.006	22.61	15,464.677	791.329	5.12	11.10
	L	AES	2,699.909	8/12/24	0.30	2,817.859	-4.19	2,723.153	94.706	3.48	7.89
		Alaska Air Group	5,588.860	8/12/24	-0.26	6,477.520	-13.72	5,526.939	950.581	17.20	9.47
	S	American Airlines	1,552.731	8/12/24	-2.54	1,783.782	-12.95	1,943.694	-159.912	-8.23	-13.92
	L	AEP	15,695.343	8/12/24	-0.40	14,102.219	11.30	11,489.582	2,612.637	22.74	16.60
		American Express	38,301.225	8/12/24	-0.34	37,777.724	1.39	26,501.579	11,276.144	42.55	38.32
	L	American Water	23,034.054	8/12/24	0.20	20,642.753	11.58	18,671.631	1,971.121	10.56	7.78
	L	Amgen	51,703.826	8/12/24	-0.77	50,251.272	2.89	40,744.021	9,507.251	23.33	24.07
	L	Apple	35,147.291	8/12/24	0.71	35,021.263	0.36	27,235.769	7,785.494	28.59	28.50
		Atmos Energy	20,784.938	8/12/24	0.46	18,739.405	10.92	16,395.500	2,343.905	14.30	9.91
		Avis Budget	13,428.453	8/12/24	-4.43	16,364.261	-17.94	25,075.637	-8,711.377	-34.74	-29.17
		Boeing	26,519.215	8/12/24	-2.25	30,165.951	-12.09	36,873.607	-6,707.657	-18.19	-0.18
		Caterpillar	54,293.864	8/12/24	-0.66	53,170.922	2.11	41,826.209	11,344.713	27.12	23.05
	L	C.H. Robinson	15,947.399	8/12/24	0.20	14,026.279	13.70	12,220.943	1,805.336	14.77	13.21
		Chevron	23,431.528	8/12/24	0.02	25,289.634	-7.35	21,100.542	4,189.092	19.85	9.44
	S	Cisco Systems	7,248.230	8/12/24	-1.34	7,678.018	-5.60	7,146.684	531.334	7.43	2.13
	L	Coca-Cola	11,014.531	8/12/24	-0.74	10,224.432	7.73	8,336.383	1,888.048	22.65	15.66
		Consolidated Edison	16,470.900	8/12/24	0.91	14,349.427	14.78	12,868.841	1,480.587	11.51	6.51
	S	CSX	5,412.744	8/12/24	-1.47	5,427.286	-0.27	4,904.504	522.782	10.66	9.48
		Delta Air Lines	6,311.098	8/12/24	-0.61	7,581.073	-16.75	5,691.035	1,890.038	33.21	21.93
		Walt Disney	13,887.325	8/12/24	-0.30	15,840.760	-12.33	12,772.646	3,068.113	24.02	12.48
		Dominion Resources	8,841.354	8/12/24	0.46	7,757.190	13.98	6,648.736	1,108.454	16.67	9.11
		Dow	8,437.418	8/12/24	-0.84	8,503.664	-0.78	7,757.802	745.862	9.61	5.75
	L	Duke Energy	18,317.696	8/12/24	0.62	16,052.422	14.11	13,727.518	2,324.904	16.94	15.25
		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	⇓∅-RS
		Edison International	13,315.351	8/12/24	0.52	11,502.486	15.76	10,113.152	1,389.334	13.74	12.68
		Exelon	5,962.097	8/12/24	-0.54	5,582.397	6.80	5,078.503	503.895	9.92	-1.29
		Expeditors Wash	19,245.133	8/12/24	0.03	19,529.505	-1.46	17,994.026	1,535.478	8.53	9.84
	S	FedEx	45,103.509	8/12/24	0.63	48,259.059	-6.54	35,785.761	12,473.297	34.86	27.39
		FirstEnergy	6,818.442	8/12/24	0.55	6,189.917	10.15	5,186.014	1,003.903	19.36	11.57
	L	Goldman Sachs	78,444.398	8/12/24	-0.97	74,915.612	4.71	54,571.977	20,343.635	37.28	38.53
		Home Depot	55,874.063	8/12/24	-0.81	54,319.716	2.86	49,023.819	5,295.897	10.80	10.46
	L	Honeywell	31,796.237	8/12/24	-0.73	34,084.132	-6.71	29,666.095	4,418.037	14.89	16.73
		IBM	30,615.128	8/12/24	-1.03	28,291.687	8.21	23,136.187	5,155.500	22.28	19.86
	S	Intel	3,128.081	8/12/24	-1.78	4,982.956	-37.22	7,108.489	-2,125.533	-29.90	-10.97
	S	J.B. Hunt	26,299.474	8/12/24	-0.20	25,638.635	2.58	28,255.714	-2,617.079	-9.26	-7.45
	S	Johnson & Johnson	25,832.524	8/12/24	-0.46	23,660.963	9.18	22,172.828	1,488.136	6.71	1.55
		JP Morgan Chase	33,315.037	8/12/24	0.19	33,195.472	0.36	24,062.766	9,132.706	37.95	35.41
	L	Kirby	18,825.040	8/12/24	-0.14	19,558.588	-3.75	11,101.975	8,456.613	76.17	53.97
		Landstar System	29,909.048	8/12/24	-1.04	29,632.755	0.93	27,394.207	2,238.548	8.17	7.66
		Matson	21,025.684	8/12/24	0.73	20,856.031	0.81	15,504.287	5,351.744	34.52	40.94
	S	McDonald´s	43,537.853	8/12/24	0.58	40,391.998	7.79	41,945.037	-1,553.039	-3.70	-2.49
		Merck (MSD)	18,335.469	8/12/24	-0.93	20,665.373	-11.27	15,422.238	5,243.134	34.00	21.56
		Microsoft	65,730.104	8/12/24	0.19	73,795.901	-10.93	53,195.547	20,600.354	38.73	33.91
	L	NextEra Energy	12,534.946	8/12/24	0.15	11,294.054	10.99	8,592.430	2,701.624	31.44	20.50
		Nike	12,059.917	8/12/24	0.40	12,413.765	-2.85	15,358.580	-2,944.815	-19.17	-17.65
		Norfolk Southern	38,322.230	8/12/24	-1.02	34,586.628	10.80	33,438.899	1,147.729	3.43	3.50
	S	Old Dominion FL	30,799.323	8/12/24	-1.35	28,873.355	6.67	28,669.492	203.864	0.71	-2.19
	L	Procter & Gamble	26,952.235	8/12/24	-2.19	26,291.396	2.51	20,729.910	5,561.485	26.83	14.61
	L	PSEG	13,008.359	8/12/24	0.81	11,896.727	9.34	8,650.430	3,246.297	37.53	26.90
		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	⇓∅-RS
		Ryder System	21,301.976	8/12/24	-1.29	19,823.570	7.46	16,276.672	3,546.898	21.79	24.59
	S	salesforce.com	40,605.277	8/12/24	-0.48	41,396.991	-1.91	37,224.434	4,172.557	11.21	14.34
	L	Sempra	12,762.766	8/12/24	0.74	12,113.237	5.36	10,571.490	1,541.747	14.58	12.96
	L	Southern	14,089.293	8/12/24	0.46	12,441.233	13.25	9,919.348	2,521.885	25.42	19.15
		Southwest Airlines	4,100.760	8/12/24	0.20	4,541.858	-9.71	4,085.436	456.422	11.17	4.39
		Travelers Companies	33,887.011	8/12/24	-1.29	32,794.767	3.33	26,947.186	5,847.581	21.70	17.42
		Uber Technologies	11,190.647	8/12/24	1.05	11,487.944	-2.59	8,258.579	3,229.365	39.10	37.55
	S	Union Pacific	38,252.752	8/12/24	-0.32	36,331.632	5.29	34,746.012	1,585.620	4.56	7.40
		United Airlines	6,530.840	8/12/24	-2.51	7,808.893	-16.37	5,836.742	1,972.152	33.79	16.60
	S	UnitedHealth	91,336.424	8/12/24	1.17	79,922.805	14.28	74,475.747	5,447.058	7.31	6.49
	S	UPS	20,174.187	8/12/24	-0.76	21,966.047	-8.16	22,242.144	-276.097	-1.24	-4.75
		Verizon	6,548.613	8/12/24	-0.54	6,744.118	-2.90	5,333.135	1,410.983	26.46	22.98
		Visa	41,991.585	8/12/24	0.05	42,532.860	-1.27	36,829.754	5,703.106	15.49	11.55
	S	Walgreens Boots	1,648.059	8/12/24	-4.49	1,871.032	-11.92	3,693.585	-1,822.553	-49.34	-42.29
	L	Walmart	11,100.165	8/12/24	1.10	10,903.044	1.81	7,433.853	3,469.191	46.67	31.73
	L	Xcel Energy	9,374.550	8/12/24	0.10	8,471.349	10.66	8,757.942	-286.593	-3.27	-1.71
DJCA - 65 out of 65 instruments rated - 7/01/24 / 1/01/24 - 55 did rise, Market-Ratio(26) in JPY = 84.62 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJCA RS = 26 - B/S = 60/40

1/04/21	scale up chart	7/01/24

Transactions Dow Jones Composite Average in Japanese yen * 26 - 60/40 (2)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		11/05/07	672		- cash -
short	11/05/07	1/28/08	84		JetBlue Airways	50	5	981.182	527.245	1,825.941	844.759	86	14,224	1,386
					Alaska Air Group	50	7	683.385	633.655	737.018	53.633	8	14,599	39
100							47						441
long	1/28/08	2/18/08	21		Kirby	50	1	4,587.246	5,244.984		657.737	14	15,257	927
					J.B. Hunt	50	3	2,977.761	3,177.830		200.069	7	15,857	210
100							9						369
short	2/18/08	7/20/09	518		JetBlue Airways	50	12	658.858	447.683	969.646	310.788	47	19,587	31
					Avis Budget	50	6	1,316.638	677.651	2,558.154	1,241.516	94	27,036	60
100							71						46
long	7/20/09	6/07/10	322		Avis Budget	50	19	677.651	955.550		277.899	41	32,316	48
					Goldman Sachs	50	0	15,082.675	12,754.156		-2,328.518	-15	32,316	0
100							41						48
short	6/07/10	7/19/10	42		Exxon Mobil	50	2	5,453.717	5,059.293	5,878.890	425.173	8	33,166	92
					Exelon	50	6	3,469.962	3,621.079	3,318.845	-151.117	-4	32,259	-32
100							0						-2
long	7/19/10	8/01/11	378		United Airlines	50	8	1,833.918	1,381.616		-452.302	-25	28,641	-24
					Alaska Air Group	50	17	1,032.553	1,153.292		120.739	12	30,694	11
100							-5						-5
short	8/01/11	12/19/11	140		Cisco Systems	50	12	1,215.730	1,375.919	1,055.541	-160.189	-13	28,771	-31
					Delta Air Lines	50	26	599.033	661.903	536.163	-62.870	-10	27,137	-25
100							-12						-28
long	12/19/11	6/08/15	1267		Kirby	50	2	4,884.551	9,535.773		4,651.222	95	36,439	21
					Visa	50	9	1,916.875	8,427.541		6,510.666	340	95,035	53
100							251						44
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	6/08/15	2/22/16	259		Kirby	50	4	9,535.773	6,203.960	14,656.924	5,121.151	54	115,520	83
					Kansas City Southern	50	4	11,595.341	9,314.355	14,434.915	2,839.574	24	126,878	36
100							38						57
long	2/22/16	12/24/18	1036		NiSource	50	25	2,458.469	2,748.936		290.467	12	134,140	4
					American Water	50	8	7,436.000	9,532.369		2,096.369	28	150,911	9
100							20						7
short	12/24/18	4/15/19	112		PG & E	50	29	2,556.764	2,655.263	2,458.265	-98.499	-4	148,054	-12
					Avis Budget	50	31	2,471.723	3,962.745	980.701	-1,491.022	-60	101,832	-95
100							-33						-72
long	4/15/19	3/09/20	329		Procter & Gamble	50	4	11,835.623	11,850.436		14.813	0	101,892	0
					AES	50	26	2,025.030	1,488.707		-536.323	-26	87,947	-29
100							-14						-15
short	3/09/20	9/07/20	182		United Airlines	50	9	4,776.524	4,060.756	5,618.457	841.933	18	95,525	38
					American Airlines	50	29	1,506.065	1,446.399	1,568.193	62.128	4	97,326	8
100							11						23
long	9/07/20	5/09/22	609		Apple	50	3	12,854.987	19,805.537		6,950.550	54	118,178	30
					FedEx	50	2	24,030.835	27,147.627		3,116.792	13	124,412	8
100							31						18
short	5/09/22	12/12/22	217		Boeing	50	3	17,363.384	25,608.367	9,118.401	-8,244.983	-47	99,677	-66
					JetBlue Airways	50	56	1,286.852	1,057.220	1,566.361	279.509	22	115,329	39
100							-7						-12
long	12/12/22	3/13/23	91		AES	50	14	4,002.038	3,048.118		-953.920	-24	101,974	-66
					PG & E	50	26	2,201.052	2,097.744		-103.308	-5	99,288	-18
100							-14						-46
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	3/13/23	3/27/23	14		3M	50	3	13,776.427	13,345.965	14,220.772	444.346	3	100,621	129
					Dominion Resources	50	8	7,214.322	7,118.111	7,311.833	97.511	1	101,401	42
100							2						73
long	3/27/23	5/29/23	63		Boeing	50	1	26,375.015	28,572.389		2,197.374	8	103,599	59
					salesforce.com	50	2	25,150.747	30,229.512		5,078.765	20	113,756	190
100							16						138
short	5/29/23	7/24/23	56		3M	50	4	13,602.158	14,730.066	12,474.249	-1,127.909	-8	109,245	-43
					Dominion Resources	50	8	6,996.117	7,612.959	6,379.275	-616.842	-9	104,310	-45
100							-9						-44
long	7/24/23	10/02/23	70		Delta Air Lines	50	7	6,707.428	5,459.066		-1,248.362	-19	95,571	-66
					salesforce.com	50	1	31,878.649	30,509.366		-1,369.284	-4	94,202	-20
100							-13						-51
short	10/02/23	12/04/23	63		AES	50	22	2,120.724	2,646.635	1,594.812	-525.912	-25	82,632	-81
					JetBlue Airways	50	68	694.926	712.442	677.410	-17.516	-3	81,441	-14
100							-14						-57
long	12/04/23	8/12/24	252		Matson	50	2	14,641.870	21,025.684		6,383.814	44	94,209	69
					salesforce.com	50	1	36,896.864	40,605.277		3,708.412	10	97,917	15
100							25						38
accum	11/05/07	8/12/24	6630	days out of 7302 invested (91%)							879		97,917	13

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Visa	long	12/19/11	6/08/15	1267	1,916.88	8,427.54		6,510.67	339.65	50	169.82	169.82
Kirby	long	1/28/08	2/18/08	21	4,587.25	5,244.98		657.74	14.34		7.17
	long	12/19/11	6/08/15	1267	4,884.55	9,535.77		4,651.22	95.22		47.61
	short	6/08/15	2/22/16	259	9,535.77	6,203.96	14,656.92	5,121.15	53.70		26.85	100.67
JetBlue Airways	short	11/05/07	1/28/08	84	981.18	527.25	1,825.94	844.76	86.10		43.05
	short	2/18/08	7/20/09	518	658.86	447.68	969.65	310.79	47.17		23.59
	short	5/09/22	12/12/22	217	1,286.85	1,057.22	1,566.36	279.51	21.72		10.86
	short	10/02/23	12/04/23	63	694.93	712.44	677.41	-17.52	-2.52		-1.26	93.52
Apple	long	9/07/20	5/09/22	609	12,854.99	19,805.54		6,950.55	54.07		27.03	27.03
Avis Budget	short	2/18/08	7/20/09	518	1,316.64	677.65	2,558.15	1,241.52	94.29		47.15
	long	7/20/09	6/07/10	322	677.65	955.55		277.90	41.01		20.50
	short	12/24/18	4/15/19	112	2,471.72	3,962.75	980.70	-1,491.02	-60.32		-30.16	23.84
Matson	long	12/04/23	8/12/24	252	14,641.87	21,025.68		6,383.81	43.60		21.80	21.80
American Water	long	2/22/16	12/24/18	1036	7,436.00	9,532.37		2,096.37	28.19		14.10	14.10
salesforce.com	long	3/27/23	5/29/23	63	25,150.75	30,229.51		5,078.76	20.19		10.10
	long	7/24/23	10/02/23	70	31,878.65	30,509.37		-1,369.28	-4.30		-2.15
	long	12/04/23	8/12/24	252	36,896.86	40,605.28		3,708.41	10.05		5.03	13.15
Kansas City Southern	short	6/08/15	2/22/16	259	11,595.34	9,314.36	14,434.92	2,839.57	24.49		12.24	12.24
Alaska Air Group	short	11/05/07	1/28/08	84	683.38	633.65	737.02	53.63	7.85		3.92
	long	7/19/10	8/01/11	378	1,032.55	1,153.29		120.74	11.69		5.85	10.00
FedEx	long	9/07/20	5/09/22	609	24,030.83	27,147.63		3,116.79	12.97		6.48	6.48
NiSource	long	2/22/16	12/24/18	1036	2,458.47	2,748.94		290.47	11.81		5.91	5.91
Exxon Mobil	short	6/07/10	7/19/10	42	5,453.72	5,059.29	5,878.89	425.17	7.80		3.90	3.90
J.B. Hunt	long	1/28/08	2/18/08	21	2,977.76	3,177.83		200.07	6.72		3.36	3.36
American Airlines	short	3/09/20	9/07/20	182	1,506.07	1,446.40	1,568.19	62.13	4.13		2.06	2.06
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Procter & Gamble	long	4/15/19	3/09/20	329	11,835.62	11,850.44		14.81	0.13		0.06	0.06
Exelon	short	6/07/10	7/19/10	42	3,469.96	3,621.08	3,318.84	-151.12	-4.36		-2.18	-2.18
3M	short	3/13/23	3/27/23	14	13,776.43	13,345.97	14,220.77	444.35	3.23		1.61
	short	5/29/23	7/24/23	56	13,602.16	14,730.07	12,474.25	-1,127.91	-8.29		-4.15	-2.60
Dominion Resources	short	3/13/23	3/27/23	14	7,214.32	7,118.11	7,311.83	97.51	1.35		0.68
	short	5/29/23	7/24/23	56	6,996.12	7,612.96	6,379.27	-616.84	-8.82		-4.41	-3.76
PG & E	short	12/24/18	4/15/19	112	2,556.76	2,655.26	2,458.27	-98.50	-3.85		-1.93
	long	12/12/22	3/13/23	91	2,201.05	2,097.74		-103.31	-4.69		-2.35	-4.23
United Airlines	long	7/19/10	8/01/11	378	1,833.92	1,381.62		-452.30	-24.66		-12.33
	short	3/09/20	9/07/20	182	4,776.52	4,060.76	5,618.46	841.93	17.63		8.81	-4.61
Cisco Systems	short	8/01/11	12/19/11	140	1,215.73	1,375.92	1,055.54	-160.19	-13.18		-6.59	-6.59
Goldman Sachs	long	7/20/09	6/07/10	322	15,082.67	12,754.16		-2,328.52	-15.44		-7.72	-7.72
Delta Air Lines	short	8/01/11	12/19/11	140	599.03	661.90	536.16	-62.87	-10.50		-5.25
	long	7/24/23	10/02/23	70	6,707.43	5,459.07		-1,248.36	-18.61		-9.31	-14.07
Boeing	short	5/09/22	12/12/22	217	17,363.38	25,608.37	9,118.40	-8,244.98	-47.48		-23.74
	long	3/27/23	5/29/23	63	26,375.01	28,572.39		2,197.37	8.33		4.17	-20.57
AES	long	4/15/19	3/09/20	329	2,025.03	1,488.71		-536.32	-26.48		-13.24
	long	12/12/22	3/13/23	91	4,002.04	3,048.12		-953.92	-23.84		-11.92
	short	10/02/23	12/04/23	63	2,120.72	2,646.64	1,594.81	-525.91	-24.80		-12.40	-33.06

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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