Share-o-matic - Assessment nx-25 (nx-25 - Natur-Aktienindex)

Assessment - nx-25 - Natur-Aktienindex in Japanese yen - 5/06/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
	L	SOM Price Index	146,474.611	15:49	0.14	146,505.686	-0.02	113,069.413	33,436.273	29.57	21.72
	L	Sprouts	11,485.430	Wed	-0.15	11,537.734	-0.45	6,096.319	5,441.415	89.26	79.27
	L	Interface	2,453.691	Wed	-1.48	2,527.533	-2.92	1,423.323	1,104.210	77.58	66.52
		Deckers Outdoor	131,296.337	Wed	-1.03	132,583.948	-0.97	91,825.337	40,758.612	44.39	47.21
	L	L'Occitane	625.428	06:02	-2.03	631.065	-0.89	377.254	253.811	67.28	46.10
	L	Eramet	16,050.214	15:35	2.38	15,668.856	2.43	11,036.094	4,632.762	41.98	35.80
	L	INIT Innov. in Traff	6,532.835	15:36	0.51	6,383.608	2.34	4,536.703	1,846.905	40.71	33.74
		MillerKnoll	4,138.201	Wed	0.86	4,124.355	0.34	3,681.164	443.191	12.04	32.12
	L	Encompass Health	13,120.711	Wed	-0.69	13,000.719	0.92	9,654.628	3,346.091	34.66	29.74
	L	Oatly	184.604	Wed	-0.83	198.449	-6.98	93.655	104.794	111.89	24.12
	L	Shimano	25,600.000	06:15	1.49	25,835.000	-0.91	22,475.000	3,360.000	14.95	17.66
	L	First Solar	29,339.689	Wed	-2.03	29,815.043	-1.59	22,019.563	7,795.481	35.40	20.90
	L	Kurita Water	6,240.000	06:15	-0.94	6,277.000	-0.59	4,860.000	1,417.000	29.16	13.96
		eBay	7,644.133	Wed	-0.76	7,596.444	0.63	6,046.877	1,549.567	25.63	17.02
		Cdn Nat Railway	19,473.232	Wed	0.58	19,427.052	0.24	16,602.659	2,824.393	17.01	11.52
		Geberit	93,347.888	Wed	1.93	87,505.152	6.68	76,931.121	10,574.031	13.74	9.56
		Tomra Systems	1,985.682	Wed	3.48	1,977.154	0.43	1,249.741	727.412	58.21	9.96
	L	LTC Properties	5,175.058	Wed	0.18	5,119.677	1.08	4,804.840	314.837	6.55	7.78
		Vestas Wind Systems	4,247.013	Wed	2.00	4,038.052	5.17	3,511.762	526.290	14.99	6.35
		Verbund	11,697.754	15:35	1.88	12,452.181	-6.06	13,746.854	-1,294.673	-9.42	4.98
		Severn Trent	503,907.501	15:49	1.24	486,698.074	3.54	491,660.332	-4,962.258	-1.01	3.76
	L	Ormat Technologies	10,536.259	Wed	0.66	10,405.498	1.26	9,683.094	722.404	7.46	-0.69
		Mayr-Melnhof	18,902.112	15:35		18,603.658	1.60	18,436.390	167.268	0.91	-5.28
		Tesla Motors	26,878.305	Wed	-1.74	28,422.823	-5.43	32,851.803	-4,428.980	-13.48	-10.11
	S	Intel	4,619.709	14:05	0.10	4,764.315	-3.04	5,685.803	-921.488	-16.21	-13.29
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
		Umweltbank	1,114.230	15:36	-1.18	1,087.700	2.44	1,071.434	16.266	1.52	-18.02
nx-25 - 25 out of 25 instruments rated - 5/06/24 / 11/06/23 - 21 did rise, Market-Ratio(26) in JPY = 84.00 %

Technical Chart

	nx-25 RS = 26 - B/S = 60/40

1/06/20	scale up chart	5/06/24

Transactions nx-25 - Natur-Aktienindex 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		9/18/06	259		- cash -
short	9/18/06	11/20/06	63		eBay	50	3	1,327.251	1,642.863	1,011.639	-315.612	-24	9,053	-79
					Tomra Systems	50	16	354.343	402.696	305.989	-48.354	-14	8,280	-57
100							-18						-68
long	11/20/06	8/20/07	273		Interface	50	2	1,778.029	1,994.178		216.150	12	8,712	17
					Vestas Wind Systems	50	6	736.212	1,339.754		603.542	82	12,333	123
100							51						73
short	8/20/07	8/11/08	357		MillerKnoll	50	1	3,312.577	3,145.372	3,488.671	176.094	5	12,509	5
					Encompass Health	50	4	2,069.646	2,033.361	2,106.579	36.933	2	12,657	2
100							3						3
long	8/11/08	9/22/08	42		First Solar	50	0	29,196.636	22,256.311		-6,940.324	-24	12,657	0
					Kansas City Southern	50	2	5,910.522	5,333.864		-576.658	-10	11,504	-59
100							-10						-59
short	9/22/08	4/27/09	217		Whole Foods Market	50	5	1,027.231	933.372	1,130.528	103.297	10	12,020	17
					EnerNOC	50	4	1,307.678	1,640.325	975.031	-332.647	-25	10,689	-39
100							-8						-13
long	4/27/09	8/01/11	826		Whole Foods Market	50	5	933.372	2,547.426		1,614.054	173	18,760	56
					EnerNOC	50	3	1,640.325	1,300.977		-339.348	-21	17,742	-10
100							74						28
short	8/01/11	2/20/12	203		SunOpta	50	21	409.243	421.128	397.359	-11.884	-3	17,492	-5
					Vestas Wind Systems	50	27	334.198	163.200	684.368	350.169	105	26,947	263
100							52						113
long	2/20/12	8/24/15	1281		Whole Foods Market	50	4	3,203.717	3,769.620		565.904	18	29,210	5
					Tesla Motors	50	77	182.888	1,728.045		1,545.157	845	148,187	90
100							451						63
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	8/24/15	7/18/16	329		Whole Foods Market	50	19	3,769.620	3,543.299	4,010.397	240.777	6	152,762	7
					EnerNOC	50	77	988.889	754.729	1,295.698	306.809	31	176,386	35
100							19						21
long	7/18/16	6/25/18	707		Ormat Technologies	50	18	4,791.628	5,847.638		1,056.010	22	195,395	11
		7/21/17	368		EnerNOC	50	119	754.729	864.756		110.027	15	208,488	14
100							18						9
short	6/25/18	4/15/19	294		Geox	50	333	312.825	208.642	469.031	156.206	50	260,505	65
					Vestas Wind Systems	50	75	1,387.656	2,035.922	739.390	-648.266	-47	211,885	-54
100							2						2
long	4/15/19	3/09/20	329		Vestas Wind Systems	50	52	2,035.922	1,999.221		-36.701	-2	209,976	-2
					Tomra Systems	50	60	1,749.640	1,572.868		-176.772	-10	199,370	-11
100							-6						-7
short	3/09/20	6/08/20	91		MillerKnoll	50	35	2,784.434	3,127.961	2,440.906	-343.528	-12	187,346	-41
					Geox	50	1,535	66.385	101.730	31.040	-35.345	-53	133,091	-95
100							-33						-80
long	6/08/20	1/24/22	595		Tesla Motors	50	9	6,856.613	35,250.281		28,393.668	414	388,634	173
					Beyond Meat	50	4	17,589.776	7,105.774		-10,484.001	-60	346,698	-43
100							162						80
short	1/24/22	12/12/22	322		Beyond Meat	50	24	7,105.774	2,018.204	25,018.300	17,912.525	252	776,599	317
					Vestas Wind Systems	50	58	3,011.934	3,949.222	2,074.645	-937.289	-31	722,236	-34
100							109						130
long	12/12/22	2/13/23	63		First Solar	50	17	20,660.468	22,152.584		1,492.115	7	747,602	50
					Deckers Outdoor	50	7	52,135.100	55,785.413		3,650.313	7	773,154	48
100							7						49
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	2/13/23	4/03/23	49		L'Occitane	50	1,242	311.249	317.209	305.290	-5.960	-2	765,752	-13
					Oatly	50	1,370	282.106	338.813	225.399	-56.707	-20	688,064	-81
100							-11						-58
long	4/03/23	8/07/23	126		First Solar	50	12	27,593.388	27,870.888		277.500	1	691,394	3
					Deckers Outdoor	50	5	60,025.445	80,584.767		20,559.322	34	794,190	135
100							17						57
short	8/07/23	3/11/24	217		Umweltbank	50	290	1,367.191	947.050	1,973.720	606.529	44	970,084	85
					Oatly	50	1,911	208.034	151.295	286.051	78.017	38	1,119,174	71
100							41						78
long	3/11/24	5/08/24	58		Interface	50	250	2,232.708	2,453.691		220.984	10	1,174,420	81
					Deckers Outdoor	50	4	132,443.637	131,296.337		-1,147.300	-1	1,169,831	-5
100							5						33
accum	9/18/06	5/08/24	6443	days out of 6702 invested (96%)							11,598		1,169,831	31

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Tesla Motors	long	2/20/12	8/24/15	1281	182.89	1,728.04		1,545.16	844.87	50	422.43
	long	6/08/20	1/24/22	595	6,856.61	35,250.28		28,393.67	414.11		207.05	1,504.15
Whole Foods Market	short	9/22/08	4/27/09	217	1,027.23	933.37	1,130.53	103.30	10.06		5.03
	long	4/27/09	8/01/11	826	933.37	2,547.43		1,614.05	172.93		86.46
	long	2/20/12	8/24/15	1281	3,203.72	3,769.62		565.90	17.66		8.83
	short	8/24/15	7/18/16	329	3,769.62	3,543.30	4,010.40	240.78	6.39		3.19	119.94
Beyond Meat	long	6/08/20	1/24/22	595	17,589.78	7,105.77		-10,484.00	-59.60		-29.80
	short	1/24/22	12/12/22	322	7,105.77	2,018.20	25,018.30	17,912.53	252.08		126.04	58.68
Vestas Wind Systems	long	11/20/06	8/20/07	273	736.21	1,339.75		603.54	81.98		40.99
	short	8/01/11	2/20/12	203	334.20	163.20	684.37	350.17	104.78		52.39
	short	6/25/18	4/15/19	294	1,387.66	2,035.92	739.39	-648.27	-46.72		-23.36
	long	4/15/19	3/09/20	329	2,035.92	1,999.22		-36.70	-1.80		-0.90
	short	1/24/22	12/12/22	322	3,011.93	3,949.22	2,074.65	-937.29	-31.12		-15.56	37.79
Umweltbank	short	8/07/23	3/11/24	217	1,367.19	947.05	1,973.72	606.53	44.36		22.18	22.18
Deckers Outdoor	long	12/12/22	2/13/23	63	52,135.10	55,785.41		3,650.31	7.00		3.50
	long	4/03/23	8/07/23	126	60,025.45	80,584.77		20,559.32	34.25		17.13
	long	3/11/24	5/08/24	58	132,443.64	131,296.34		-1,147.30	-0.87		-0.43	20.70
Interface	long	11/20/06	8/20/07	273	1,778.03	1,994.18		216.15	12.16		6.08
	long	3/11/24	5/08/24	58	2,232.71	2,453.69		220.98	9.90		4.95	11.33
Ormat Technologies	long	7/18/16	6/25/18	707	4,791.63	5,847.64		1,056.01	22.04		11.02	11.02
Oatly	short	2/13/23	4/03/23	49	282.11	338.81	225.40	-56.71	-20.10		-10.05
	short	8/07/23	3/11/24	217	208.03	151.30	286.05	78.02	37.50		18.75	6.82
Encompass Health	short	8/20/07	8/11/08	357	2,069.65	2,033.36	2,106.58	36.93	1.78		0.89	0.89
L'Occitane	short	2/13/23	4/03/23	49	311.25	317.21	305.29	-5.96	-1.91		-0.96	-0.96
SunOpta	short	8/01/11	2/20/12	203	409.24	421.13	397.36	-11.88	-2.90		-1.45	-1.45
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
EnerNOC	short	9/22/08	4/27/09	217	1,307.68	1,640.32	975.03	-332.65	-25.44		-12.72
	long	4/27/09	8/01/11	826	1,640.32	1,300.98		-339.35	-20.69		-10.34
	short	8/24/15	7/18/16	329	988.89	754.73	1,295.70	306.81	31.03		15.51
	long	7/18/16	7/21/17	368	754.73	864.76		110.03	14.58		7.29	-3.02
MillerKnoll	short	8/20/07	8/11/08	357	3,312.58	3,145.37	3,488.67	176.09	5.32		2.66
	short	3/09/20	6/08/20	91	2,784.43	3,127.96	2,440.91	-343.53	-12.34		-6.17	-3.67
Kansas City Southern	long	8/11/08	9/22/08	42	5,910.52	5,333.86		-576.66	-9.76		-4.88	-4.88
First Solar	long	8/11/08	9/22/08	42	29,196.64	22,256.31		-6,940.32	-23.77		-11.89
	long	12/12/22	2/13/23	63	20,660.47	22,152.58		1,492.12	7.22		3.61
	long	4/03/23	8/07/23	126	27,593.39	27,870.89		277.50	1.01		0.50	-8.24
Geox	short	6/25/18	4/15/19	294	312.83	208.64	469.03	156.21	49.93		24.97
	short	3/09/20	6/08/20	91	66.38	101.73	31.04	-35.35	-53.24		-26.62	-8.30
Tomra Systems	short	9/18/06	11/20/06	63	354.34	402.70	305.99	-48.35	-13.65		-6.82
	long	4/15/19	3/09/20	329	1,749.64	1,572.87		-176.77	-10.10		-5.05	-11.53
eBay	short	9/18/06	11/20/06	63	1,327.25	1,642.86	1,011.64	-315.61	-23.78		-11.89	-11.89

Annotations

9/18/23	nx-25	Eramet replaces Boiron
8/25/22	Tesla Motors	stock split 1:3 (three for one)
8/18/22	nx-25	Oatly Group replaces Beyond Meat
5/27/22	Tomra Systems	stock split 1:2 (two for one)
5/31/21	nx-25	Canadian National Railway replaces Kansas City Southern due to upcoming merger
6/06/20	nx-25	Deckers Outdoor Corporation replaces Geox
2/07/20	nx-25	Beyond Meat replaces SunOpta
1/02/18	HealthSouth	renames herself Encompass Health Corporation and gets new IDs and ticker
9/18/17	Umweltbank	stock split 1:5 (five for one)
7/26/17	nx-25	LTC Properties and Sprouts Farmers Market replace EnerNOC (->Enel) and Whole Foods (-> Amazon)
6/01/17	nx-25	Intel replaces Ricoh due to national weight shifts in MSCI World
2/17/16	SOM Price Index	The nx-25 index is published by Öko-Invest Verlag, Vienna. The index provided on this site is an equal weighted price index calculated on Dollar basis starting in 2005 with an initial value of 100 (Share-o-matic standard for comparability reasons). Therefore the gradient differs from the original nx-25 index.
1/25/16	nx-25	complete analysis
	nx-25	HealthSouth replaces Keurig Green Mountain (2015-12-31)
	HealthSouth	recording started
8/17/15	nx-25	complete analysis
	nx-25	Gaiam replaced by eBay
7/20/15	eBay	spin-off of PayPal ratio 2790 : 3839
3/14/15	nx-25	first complete analysis


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