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Assessment - STOXX Europe 50 in Pound sterling - 20/03/06 - RS = 22

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	20/03/06	⇓ Δwk	17/10/05	prc diff	⇓ Δ22	∅-RS
		Stoxx 50	3,016.192	12/08/24	-0.16			2,171.882	-2,171.882	-100.00	-na-
	L	ABB	20.086	12/08/24	0.55	6.996		4.094	2.902	70.88	63.48
	L	Zurich Insurance	205.099	12/08/24	0.85	138.102		96.752	41.350	42.74	34.69
		Rio Tinto	4,942.000	12/08/24	0.56	2,263.520		1,812.470	451.050	24.89	32.57
	L	Richemont	56.582	12/08/24	1.22	11.567		9.019	2.548	28.25	31.55
		Schneider Electric	146.671	12/08/24	0.38	30.289		23.372	6.917	29.59	31.62
		ING Groep	10.576	12/08/24	0.21	17.273		12.559	4.715	37.54	30.95
		UBS	10.968	12/08/24	0.44	31.601		23.990	7.611	31.73	28.89
	L	BAT	2,801.000	12/08/24		1,448.000		1,165.000	283.000	24.29	26.25
		Axa	22.461	12/08/24	-0.77	19.673		15.346	4.327	28.20	27.96
		Airbus	92.870	12/08/24	-0.45	23.870		19.920	3.950	19.83	27.49
		Anheuser-Busch InBev	38.325	12/08/24	-0.47	17.136		13.939	3.197	22.93	27.05
	S	Vinci	71.270	12/08/24	-0.77	28.970		22.553	6.417	28.45	26.53
	L	Iberdrola	8.405	12/08/24	0.29	4.584		3.723	0.861	23.13	25.94
		Allianz	177.671	12/08/24		93.571		79.196	14.375	18.15	24.97
		BNP Paribas	41.137	12/08/24		51.115		42.411	8.704	20.52	24.86
		SAP	131.431	12/08/24	-0.33	30.376		24.687	5.689	23.04	24.80
	S	LVMH	440.950	12/08/24	-0.14	56.551		46.949	9.601	20.45	24.38
		Hermes International	1,392.766	12/08/24	-0.50	49.804		41.975	7.829	18.65	22.43
	S	Mercedes-Benz	39.908	12/08/24	-0.57	32.063		29.146	2.917	10.01	20.59
		L´Oreal	261.508	12/08/24	-1.59	51.552		42.818	8.734	20.40	20.33
		Siemens	109.144	12/08/24	0.01	51.456		41.904	9.552	22.79	20.10
	L	Münchener Rück	304.937	12/08/24	1.01	79.678		67.266	12.412	18.45	19.47
		Banco Santander	2.839	12/08/24	-0.24	7.663		6.789	0.874	12.88	19.31
	L	Roche	122.609	12/08/24	0.25	88.272		82.754	5.517	6.67	16.66
		⇓instrument	freshest		⇓ Δday	20/03/06	⇓ Δwk	17/10/05	prc diff	⇓ Δ22	∅-RS
		EssilorLuxottica	143.928	12/08/24	-0.58	25.550		23.355	2.195	9.40	17.93
		Reckitt Benckiser	4,180.000	12/08/24		2,046.000		1,798.000	248.000	13.79	15.64
		Safran	133.444	12/08/24	-0.18	14.365		11.643	2.722	23.37	17.39
	L	AstraZeneca	12,780.000	12/08/24	0.63	2,884.000		2,667.000	217.000	8.14	14.95
	S	Air Liquide	112.685	12/08/24	-0.79	40.467		34.964	5.503	15.74	15.92
		ASML	544.748	12/08/24	0.08	11.400		9.745	1.655	16.99	15.33
	L	Novartis	42.697	12/08/24	0.16	26.667		24.082	2.584	10.73	13.19
	S	Diageo	2,451.500	12/08/24	1.03	916.500		829.000	87.500	10.55	12.19
		GSK	1,572.000	12/08/24	0.42	1,557.380		1,455.630	101.750	6.99	11.64
	L	Bayer	18.024	12/08/24	-0.04	23.009		20.173	2.836	14.06	12.83
	L	HSBC	643.900	12/08/24	0.22	802.736		729.946	72.790	9.97	8.56
	S	BASF	28.661	12/08/24	-0.22	22.037		20.685	1.352	6.54	10.06
	L	Nestlé	39.122	12/08/24	-0.40	16.981		16.518	0.463	2.81	7.66
		BP	439.600	12/08/24	1.35	657.500		629.500	28.000	4.45	7.15
	L	Unilever Plc	4,714.000	12/08/24	-0.34	1,308.890		1,304.440	4.450	0.34	5.32
		Deutsche Post	25.023	12/08/24	-0.36	14.428		12.907	1.521	11.78	6.74
		TotalEnergies	42.852	12/08/24	0.60	36.989		35.630	1.359	3.81	6.60
		Sanofi	66.424	12/08/24	-0.60	50.684		46.642	4.042	8.67	5.75
		RELX	3,531.000	12/08/24	0.57	545.000		514.500	30.500	5.93	2.84
		Enel	4.470	12/08/24	0.44	4.289		3.930	0.359	9.14	3.43
		Shell	22.929	12/08/24	0.93	17.552		17.312	0.240	1.39	0.77
	L	Deutsche Telekom	17.170	12/08/24	0.49	9.685		10.421	-0.736	-7.06	-3.61
		Glencore	410.250	12/08/24	1.27						-na-
	S	National Grid	978.400	12/08/24	-0.04	529.200		459.172	70.028	15.25	-na-
		Novo Nordisk	83.075	12/08/24	-2.80						-na-
		⇓instrument	freshest		⇓ Δday	20/03/06	⇓ Δwk	17/10/05	prc diff	⇓ Δ22	∅-RS
	L	Prosus	22.808	12/08/24	1.77						-na-
Europe 50 - 47 out of 50 instruments rated - 20/03/06 / 17/10/05 - 46 did rise, Market-Ratio(22) in GBP = 97.87 %

Technical Chart

	Europe 50 RS = 22 - B/S = 28/27

3/01/22	scale up chart	1/07/24

Transactions STOXX Europe 50 in Pound sterling * A22 - 28/27 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		12/06/06	161		- cash -
short	12/06/06	26/06/06	14		Vodafone	100	8,510	1.175	1.153	1.198	0.023	2	10,195	65
long	26/06/06	21/01/08	574		ABB	100	1,517	6.717	11.078		4.361	65	16,811	37
short	21/01/08	21/04/08	91		UBS	100	896	18.759	17.667	19.918	1.160	6	17,850	27
long	21/04/08	28/04/08	7		Rio Tinto	100	346	51.524	51.433		-0.091	0	17,819	-9
short	28/04/08	23/06/08	56		UBS	100	1,007	17.692	10.780	29.038	11.346	64	29,244	2,427
long	23/06/08	30/06/08	7		Rio Tinto	100	592	49.352	49.641		0.289	1	29,415	36
short	30/06/08	11/08/08	42		UBS	100	2,787	10.551	11.150	9.952	-0.599	-6	27,746	-40
long	11/08/08	8/09/08	28		AstraZeneca	100	1,075	25.810	26.090		0.280	1	28,047	15
short	8/09/08	30/03/09	203		UBS	100	2,285	12.274	6.191	24.334	12.060	98	55,605	242
long	30/03/09	6/04/09	7		AstraZeneca	100	2,364	23.520	23.750		0.230	1	56,149	66
short	6/04/09	13/04/09	7		Lloyds Bank	100	70,450	0.797	0.879	0.715	-0.082	-10	50,372	-100
long	13/04/09	30/08/10	504		Deutsche Bank	100	1,865	27.002	31.697		4.695	17	59,128	12
short	30/08/10	6/09/10	7		BP	100	15,535	3.806	4.065	3.547	-0.259	-7	55,105	-97
long	6/09/10	8/08/11	336		Novo Nordisk	100	9,704	5.678	6.675		0.996	18	64,774	19
short	8/08/11	19/12/11	133		Lloyds Bank	100	197,421	0.328	0.235	0.459	0.131	40	90,577	151
long	19/12/11	20/10/14	1036		Roche	100	832	108.834	176.233		67.398	62	146,652	19
short	20/10/14	10/11/14	21		Deutsche Bank	100	8,596	17.059	16.908	17.213	0.153	1	147,969	17
long	10/11/14	24/08/15	287		Novartis	100	3,047	48.548	50.842		2.293	5	154,957	6
short	24/08/15	26/10/15	63		Rio Tinto	100	7,192	21.545	24.875	18.215	-3.330	-15	131,008	-62
long	26/10/15	14/12/15	49		SAP	100	2,593	50.508	50.391		-0.116	0	130,706	-2
short	14/12/15	28/12/15	14		Rio Tinto	100	7,072	18.480	20.065	16.895	-1.585	-9	119,497	-90
long	28/12/15	4/01/16	7		SAP	100	2,224	53.712	51.940		-1.773	-3	115,555	-83
short	4/01/16	25/01/16	21		Rio Tinto	100	6,073	19.025	16.090	22.495	3.470	18	136,631	1,740
long	25/01/16	28/03/16	63		SAP	100	2,468	55.353	55.616		0.263	0	137,281	3
short	28/03/16	18/04/16	21		Credit Suisse	100	13,663	10.047	10.559	9.535	-0.512	-5	130,286	-60
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	18/04/16	25/04/16	7		BAT	100	3,043	42.805	41.625		-1.180	-3	126,696	-77
short	25/04/16	16/05/16	21		Credit Suisse	100	12,135	10.440	9.510	11.460	1.020	10	139,079	406
long	16/05/16	5/03/18	658		BAT	100	3,303	42.097	42.210		0.113	0	139,452	0
short	5/03/18	23/04/18	49		Imperial Brands	100	5,404	25.805	23.955	27.798	1.993	8	150,222	74
long	23/04/18	15/10/18	175		LVMH	100	609	246.313	229.373		-16.939	-7	139,906	-14
short	15/10/18	12/11/18	28		Intesa Sanpaolo	100	77,815	1.798	1.715	1.885	0.087	5	146,698	86
long	12/11/18	10/12/18	28		AstraZeneca	100	2,346	62.510	60.070		-2.440	-4	140,974	-40
short	10/12/18	11/02/19	63		Bayer	100	2,563	54.994	59.628	50.360	-4.634	-8	129,097	-40
long	11/02/19	2/03/20	385		Roche	100	614	210.053	257.314		47.261	22	158,115	21
short	2/03/20	22/06/20	112		Anheuser-Busch InBev	100	3,480	45.423	40.607	50.809	5.387	12	176,861	44
long	22/06/20	29/06/20	7		ASML	100	606	291.385	294.549		3.164	1	178,778	76
short	29/06/20	27/07/20	28		Airbus	100	3,086	57.913	56.558	59.301	1.388	2	183,061	36
long	27/07/20	20/06/22	693		ASML	100	618	295.896	392.595		96.699	33	242,821	16
short	20/06/22	27/06/22	7		Adyen	100	228	1,063.462	1,224.208	902.716	-160.746	-15	206,171	-100
long	27/06/22	11/07/22	14		BAT	100	5,772	35.715	33.890		-1.825	-5	195,637	-75
short	11/07/22	25/07/22	14		Adidas	100	1,416	138.099	149.283	126.916	-11.183	-8	179,802	-89
long	25/07/22	5/09/22	42		Novo Nordisk	100	3,771	47.673	45.389		-2.284	-5	171,188	-35
short	5/09/22	7/11/22	63		Adidas	100	1,367	125.213	100.036	156.727	31.514	25	214,268	267
long	7/11/22	23/10/23	350		BP	100	42,699	5.018	5.322		0.304	6	227,248	6
short	23/10/23	30/10/23	7		Adyen	100	382	594.694	552.596	639.999	45.305	8	244,555	4,498
long	30/10/23	12/08/24	287		Novo Nordisk	100	3,085	79.261	101.590		22.329	28	313,440	37
accum	12/06/06	12/08/24	7309	days out of 7470 invested (98%)							3,034		313,440	19

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
UBS	short	21/01/08	21/04/08	91	18.76	17.67	19.92	1.16	6.18
	short	28/04/08	23/06/08	56	17.69	10.78	29.04	11.35	64.13
	short	30/06/08	11/08/08	42	10.55	11.15	9.95	-0.60	-5.68
	short	8/09/08	30/03/09	203	12.27	6.19	24.33	12.06	98.26	225.91
Roche	long	19/12/11	20/10/14	1036	108.83	176.23		67.40	61.93
	long	11/02/19	2/03/20	385	210.05	257.31		47.26	22.50	98.36
ABB	long	26/06/06	21/01/08	574	6.72	11.08		4.36	64.93	64.93
Novo Nordisk	long	6/09/10	8/08/11	336	5.68	6.67		1.00	17.55
	long	25/07/22	5/09/22	42	47.67	45.39		-2.28	-4.79
	long	30/10/23	12/08/24	287	79.26	101.59		22.33	28.17	43.44
ASML	long	22/06/20	29/06/20	7	291.39	294.55		3.16	1.09
	long	27/07/20	20/06/22	693	295.90	392.59		96.70	32.68	34.12
Lloyds Bank	short	6/04/09	13/04/09	7	0.80	0.88	0.72	-0.08	-10.29
	short	8/08/11	19/12/11	133	0.33	0.23	0.46	0.13	39.84	25.45
Deutsche Bank	long	13/04/09	30/08/10	504	27.00	31.70		4.69	17.39
	short	20/10/14	10/11/14	21	17.06	16.91	17.21	0.15	0.90	18.44
Adidas	short	11/07/22	25/07/22	14	138.10	149.28	126.92	-11.18	-8.10
	short	5/09/22	7/11/22	63	125.21	100.04	156.73	31.51	25.17	15.03
Anheuser-Busch InBev	short	2/03/20	22/06/20	112	45.42	40.61	50.81	5.39	11.86	11.86
Imperial Brands	short	5/03/18	23/04/18	49	25.81	23.96	27.80	1.99	7.72	7.72
Intesa Sanpaolo	short	15/10/18	12/11/18	28	1.80	1.71	1.89	0.09	4.86	4.86
Novartis	long	10/11/14	24/08/15	287	48.55	50.84		2.29	4.72	4.72
Credit Suisse	short	28/03/16	18/04/16	21	10.05	10.56	9.54	-0.51	-5.10
	short	25/04/16	16/05/16	21	10.44	9.51	11.46	1.02	9.77	4.18
Airbus	short	29/06/20	27/07/20	28	57.91	56.56	59.30	1.39	2.40	2.40
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Vodafone	short	12/06/06	26/06/06	14	1.18	1.15	1.20	0.02	1.95	1.95
BP	short	30/08/10	6/09/10	7	3.81	4.07	3.55	-0.26	-6.81
	long	7/11/22	23/10/23	350	5.02	5.32		0.30	6.06	-1.16
AstraZeneca	long	11/08/08	8/09/08	28	25.81	26.09		0.28	1.08
	long	30/03/09	6/04/09	7	23.52	23.75		0.23	0.98
	long	12/11/18	10/12/18	28	62.51	60.07		-2.44	-3.90	-1.91
SAP	long	26/10/15	14/12/15	49	50.51	50.39		-0.12	-0.23
	long	28/12/15	4/01/16	7	53.71	51.94		-1.77	-3.30
	long	25/01/16	28/03/16	63	55.35	55.62		0.26	0.48	-3.06
LVMH	long	23/04/18	15/10/18	175	246.31	229.37		-16.94	-6.88	-6.88
BAT	long	18/04/16	25/04/16	7	42.81	41.63		-1.18	-2.76
	long	16/05/16	5/03/18	658	42.10	42.21		0.11	0.27
	long	27/06/22	11/07/22	14	35.72	33.89		-1.83	-5.11	-7.48
Rio Tinto	long	21/04/08	28/04/08	7	51.52	51.43		-0.09	-0.18
	long	23/06/08	30/06/08	7	49.35	49.64		0.29	0.59
	short	24/08/15	26/10/15	63	21.55	24.88	18.22	-3.33	-15.46
	short	14/12/15	28/12/15	14	18.48	20.07	16.90	-1.59	-8.58
	short	4/01/16	25/01/16	21	19.03	16.09	22.50	3.47	18.24	-8.23
Bayer	short	10/12/18	11/02/19	63	54.99	59.63	50.36	-4.63	-8.43	-8.43
Adyen	short	20/06/22	27/06/22	7	1,063.46	1,224.21	902.72	-160.75	-15.12
	short	23/10/23	30/10/23	7	594.69	552.60	640.00	45.30	7.62	-8.65

Annotations

19/02/24	Stoxx 50	Component update: Glencore, ING and Munich Re replace Adidas, Adyen and Kering
14/09/23	Prosus	stock split 1:2.1796 (two-point-onesevenninesix for one)
13/09/23	Novo Nordisk	stock split 1:2 (two for one)
18/07/22	GlaxoSmithKline	demergers OTC business -> Haleon
24/09/18	Europe 50	Safran replaces Imperial Brands
31/05/17	Europe 50	Glencore replaces Syngenta (acquired by ChemChina)
4/10/16	AB InBev	acquisition of SAB Miller completed
19/09/16	Europe 50	Syngenta replaces Richemont
8/08/16	Europe 50	ASML and Vinci replace Credit Suisse and Deutsche Bank
21/09/15	Europe 50	Imperial Tobacco and Intesa Sanpaolo replace BHP Biliton and Glencore
14/09/15	Europe 50	complete analysis ex BHP Biliton, Glencore - in Imperial Tobacco, Intesa Sanpaolo
5/09/15	Europe 50	complete analysis
9/07/15	Europe 50	market adjustment to index: Novo Nordisk replaces Standard Chartered
22/09/14	Europe 50	BT Group and Prudential replace Ericsson and Tesco.


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