Share-o-matic - Portfolio

Sun, 7th Dec 2025, 23:15UTC

Assessment - Dow Jones Transportation Average - 1/07/24 - RS = 22

		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	29/01/24	prc diff	⇓ Δ22	⇓∅-RS
	S	DJTA	15,248.700	12/08/24	-0.56	15,298.200	-0.32	15,935.000	-636.800	-4.00	-3.27
	L	C.H. Robinson	98.700	12/08/24	0.20	86.810	13.70	85.840	0.970	1.13	2.90
		Norfolk Southern	237.180	12/08/24	-1.02	214.060	10.80	238.410	-24.350	-10.21	-1.82
		Ryder System	131.840	12/08/24	-1.29	122.690	7.46	115.360	7.330	6.35	12.31
	S	Old Dominion FL	190.620	12/08/24	-1.35	178.700	6.67	198.615	-19.915	-10.03	-12.27
	S	Union Pacific	236.750	12/08/24	-0.32	224.860	5.29	245.170	-20.310	-8.28	-2.65
	S	J.B. Hunt	162.770	12/08/24	-0.20	158.680	2.58	205.880	-47.200	-22.93	-15.32
		Landstar System	185.110	12/08/24	-1.04	183.400	0.93	196.940	-13.540	-6.88	-2.59
		Matson	130.130	12/08/24	0.73	129.080	0.81	113.920	15.160	13.31	22.06
	S	CSX	33.500	12/08/24	-1.47	33.590	-0.27	35.590	-2.000	-5.62	-2.31
		Expeditors Wash	119.110	12/08/24	0.03	120.870	-1.46	128.190	-7.320	-5.71	3.52
		Uber Technologies	69.260	12/08/24	1.05	71.100	-2.59	66.980	4.120	6.15	26.27
	L	Kirby	116.510	12/08/24	-0.14	121.050	-3.75	80.110	40.940	51.10	39.53
	S	FedEx	279.150	12/08/24	0.63	298.680	-6.54	248.030	50.650	20.42	-1.79
	S	UPS	124.860	12/08/24	-0.76	135.950	-8.16	158.020	-22.070	-13.97	-12.75
		Southwest Airlines	25.380	12/08/24	0.20	28.110	-9.71	30.210	-2.100	-6.95	-1.88
	S	American Airlines	9.610	12/08/24	-2.54	11.040	-12.95	14.940	-3.900	-26.10	-18.40
		Alaska Air Group	34.590	12/08/24	-0.26	40.090	-13.72	37.220	2.870	7.71	3.07
		United Airlines	40.420	12/08/24	-2.51	48.330	-16.37	42.090	6.240	14.83	11.62
		Delta Air Lines	39.060	12/08/24	-0.61	46.920	-16.75	40.090	6.830	17.04	19.00
		Avis Budget	83.110	12/08/24	-4.43	101.280	-17.94	175.460	-74.180	-42.28	-32.59
DJTA - 20 out of 20 instruments rated - 1/07/24 / 29/01/24 - 9 did rise, Market-Ratio(22) = 45.00 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJTA RS = 22 - B/S = 21/21

4/01/21	scale up chart	1/07/24

Transactions Dow Jones Transportation Average * L22 - 21 ex 14 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	2/01/06	9/10/06	280		C.H. Robinson	100	268	37.300	43.830	6.530	18	11,750	23
9/10/06		16/10/06	7		- cash -
	16/10/06	3/12/07	413		CSX	100	2,945	3.989	4.592	0.603	15	13,527	13
3/12/07		10/12/07	7		- cash -
	10/12/07	17/12/07	7		Kirby	100	272	49.690	47.770	-1.920	-4	13,005	-87
17/12/07		31/12/07	14		- cash -
	31/12/07	14/01/08	14		Kirby	100	279	46.480	41.300	-5.180	-11	11,559	-95
14/01/08		28/01/08	14		- cash -
	28/01/08	29/09/08	245		CSX	100	2,203	5.247	6.027	0.780	15	13,278	23
29/09/08		20/10/08	21		- cash -
	20/10/08	12/01/09	84		Alaska Air Group	100	2,291	5.795	7.390	1.595	28	16,932	188
12/01/09		20/04/09	98		- cash -
	20/04/09	5/07/10	441		Avis Budget	100	8,772	1.930	8.710	6.780	351	76,406	248
	5/07/10	28/03/11	266		United Airlines	100	4,099	18.640	23.450	4.810	26	96,122	37
	28/03/11	8/08/11	133		Avis Budget	100	5,264	18.260	11.920	-6.340	-35	62,748	-69
8/08/11		7/11/11	91		- cash -
	7/11/11	21/11/11	14		Kirby	100	995	63.040	61.750	-1.290	-2	61,465	-42
21/11/11		19/12/11	28		- cash -
	19/12/11	22/09/14	1008		Alaska Air Group	100	3,309	18.575	45.210	26.635	143	149,600	38
	22/09/14	1/06/15	252		Southwest Airlines	100	4,380	34.150	37.850	3.700	11	165,806	16
1/06/15		8/06/15	7		- cash -
	8/06/15	20/07/15	42		Matson	100	3,958	41.890	41.880	-0.010	0	165,766	0
20/07/15		3/08/15	14		- cash -
	3/08/15	24/08/15	21		Alaska Air Group	100	2,124	78.020	73.100	-4.920	-6	155,316	-68
24/08/15		31/08/15	7		- cash -
	31/08/15	28/09/15	28		Alaska Air Group	100	2,074	74.860	78.110	3.250	4	162,057	74
28/09/15		5/10/15	7		- cash -
	5/10/15	11/01/16	98		Alaska Air Group	100	2,002	80.910	70.670	-10.240	-13	141,556	-40
11/01/16		25/01/16	14		- cash -
	25/01/16	15/02/16	21		Delta Air Lines	100	3,081	45.940	42.990	-2.950	-6	132,467	-68
15/02/16		22/02/16	7		- cash -
	22/02/16	2/05/16	70		Delta Air Lines	100	2,713	48.820	42.170	-6.650	-14	114,426	-53
	2/05/16	25/07/16	84		Southwest Airlines	100	2,600	44.000	37.360	-6.640	-15	97,162	-51
	25/07/16	20/02/17	210		Avis Budget	100	2,577	37.700	33.760	-3.940	-10	87,009	-17
	20/02/17	22/01/18	336		CSX	100	5,377	16.180	19.243	3.063	19	103,480	21
	22/01/18	22/10/18	273		Old Dominion FL	100	2,082	49.700	43.713	-5.987	-12	91,016	-16
	22/10/18	29/10/18	7		United Airlines	100	1,027	88.610	84.990	-3.620	-4	87,298	-89
29/10/18		5/11/18	7		- cash -
	5/11/18	24/12/18	49		United Airlines	100	975	89.470	79.120	-10.350	-12	77,207	-60
24/12/18		11/02/19	49		- cash -
	11/02/19	18/02/19	7		Union Pacific	100	453	170.240	170.240	0.000	0	77,207	0
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
18/02/19		25/02/19	7		- cash -
	25/02/19	4/03/19	7		Union Pacific	100	455	169.550	167.370	-2.180	-1	76,215	-49
4/03/19		11/03/19	7		- cash -
	11/03/19	9/03/20	364		Union Pacific	100	455	167.370	135.840	-31.530	-19	61,869	-19
9/03/20		8/06/20	91		- cash -
	8/06/20	15/06/20	7		Old Dominion FL	100	741	83.435	81.090	-2.345	-3	60,131	-77
15/06/20		6/07/20	21		- cash -
	6/07/20	15/02/21	224		Old Dominion FL	100	683	87.940	105.095	17.155	20	71,848	34
	15/02/21	11/10/21	238		Matson	100	1,000	71.800	82.670	10.870	15	82,718	24
11/10/21		18/10/21	7		- cash -
	18/10/21	11/04/22	175		Avis Budget	100	522	158.320	256.570	98.250	62	134,004	174
11/04/22		25/04/22	14		- cash -
	25/04/22	9/05/22	14		Avis Budget	100	447	299.700	227.260	-72.440	-24	101,624	-100
9/05/22		16/05/22	7		- cash -
	16/05/22	13/06/22	28		Avis Budget	100	489	207.470	159.000	-48.470	-23	77,922	-97
13/06/22		8/08/22	56		- cash -
	8/08/22	22/08/22	14		C.H. Robinson	100	700	111.190	115.980	4.790	4	81,275	200
22/08/22		12/09/22	21		- cash -
	12/09/22	19/09/22	7		Kirby	100	1,166	69.660	67.230	-2.430	-3	78,441	-84
19/09/22		24/10/22	35		- cash -
	24/10/22	19/12/22	56		Avis Budget	100	355	220.830	172.080	-48.750	-22	61,135	-80
	19/12/22	4/03/24	441		Landstar System	100	365	167.220	185.410	18.190	11	67,775	9
	4/03/24	12/08/24	161		Uber Technologies	100	833	81.300	69.260	-12.040	-15	57,745	-30
accum	2/01/06	12/08/24	6621	days out of 7279 invested (91%)						477		57,745	10

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Alaska Air Group	long	20/10/08	12/01/09	84	5.80	7.39	1.60	27.52
		19/12/11	22/09/14	1008	18.58	45.21	26.64	143.39
		3/08/15	24/08/15	21	78.02	73.10	-4.92	-6.31
		31/08/15	28/09/15	28	74.86	78.11	3.25	4.34
		5/10/15	11/01/16	98	80.91	70.67	-10.24	-12.66	165.03
Avis Budget		20/04/09	5/07/10	441	1.93	8.71	6.78	351.30
		28/03/11	8/08/11	133	18.26	11.92	-6.34	-34.72
		25/07/16	20/02/17	210	37.70	33.76	-3.94	-10.45
		18/10/21	11/04/22	175	158.32	256.57	98.25	62.06
		25/04/22	9/05/22	14	299.70	227.26	-72.44	-24.17
		16/05/22	13/06/22	28	207.47	159.00	-48.47	-23.36
		24/10/22	19/12/22	56	220.83	172.08	-48.75	-22.08	93.61
CSX		16/10/06	3/12/07	413	3.99	4.59	0.60	15.13
		28/01/08	29/09/08	245	5.25	6.03	0.78	14.87
		20/02/17	22/01/18	336	16.18	19.24	3.06	18.93	57.28
C.H. Robinson		2/01/06	9/10/06	280	37.30	43.83	6.53	17.51
		8/08/22	22/08/22	14	111.19	115.98	4.79	4.31	22.57
Matson		8/06/15	20/07/15	42	41.89	41.88	-0.01	-0.02
		15/02/21	11/10/21	238	71.80	82.67	10.87	15.14	15.11
Landstar System		19/12/22	4/03/24	441	167.22	185.41	18.19	10.88	10.88
United Airlines		5/07/10	28/03/11	266	18.64	23.45	4.81	25.80
		22/10/18	29/10/18	7	88.61	84.99	-3.62	-4.09
		5/11/18	24/12/18	49	89.47	79.12	-10.35	-11.57	6.71
Old Dominion FL		22/01/18	22/10/18	273	49.70	43.71	-5.99	-12.05
		8/06/20	15/06/20	7	83.44	81.09	-2.35	-2.81
		6/07/20	15/02/21	224	87.94	105.10	17.16	19.51	2.16
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Southwest Airlines		22/09/14	1/06/15	252	34.15	37.85	3.70	10.83
		2/05/16	25/07/16	84	44.00	37.36	-6.64	-15.09	-5.89
Uber Technologies		4/03/24	12/08/24	161	81.30	69.26	-12.04	-14.81	-14.81
Delta Air Lines		25/01/16	15/02/16	21	45.94	42.99	-2.95	-6.42
		22/02/16	2/05/16	70	48.82	42.17	-6.65	-13.62	-19.17
Kirby		10/12/07	17/12/07	7	49.69	47.77	-1.92	-3.86
		31/12/07	14/01/08	14	46.48	41.30	-5.18	-11.14
		7/11/11	21/11/11	14	63.04	61.75	-1.29	-2.05
		12/09/22	19/09/22	7	69.66	67.23	-2.43	-3.49	-19.24
Union Pacific		11/02/19	18/02/19	7	170.24	170.24	0.00	0.00
		25/02/19	4/03/19	7	169.55	167.37	-2.18	-1.29
		11/03/19	9/03/20	364	167.37	135.84	-31.53	-18.84	-19.88

Annotations

14/03/24	DJTA	Component update: Uber Technologies replaces JetBlue Airways
2/01/22	DJTA	Old Dominion Freight Line replaces Kansas City Southern (acquired by CP)
29/06/21	CSX	stock split 1:3 (three for one)
15/10/15	DJTA	American Airlines replaces Con-Way


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