Share-o-matic - Portfolio

Fri, 1st May 2026, 16:00UTC

Labour Day

Assessment - STOXX Europe 50 in Japanese yen - 19/11/12 - RS = 22

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	19/11/12	⇓ Δwk	18/06/12	prc diff	⇓ Δ22	∅-RS
		Stoxx 50	450,061.192	12/08/24	-0.16	259,239.316		231,128.894	28,110.422	12.16	4.84
		BNP Paribas	6,138.300	12/08/24		4,255.888		2,804.042	1,451.846	51.78	28.92
		UBS	2,136.836	12/08/24	0.44	1,246.846		931.427	315.419	33.86	27.86
	L	Richemont	11,023.838	12/08/24	1.22	5,782.785		4,408.531	1,374.254	31.17	25.10
	L	Bayer	2,689.456	12/08/24	-0.04	6,879.040		5,307.473	1,571.567	29.61	21.65
		Anheuser-Busch InBev	5,718.720	12/08/24	-0.47	6,872.824		5,585.189	1,287.635	23.05	21.54
	L	Münchener Rück	45,501.120	12/08/24	1.01	13,162.380		10,327.275	2,835.105	27.45	19.33
	S	Diageo	316,559.147	12/08/24	1.03	236,628.447		198,164.630	38,463.816	19.41	21.29
		SAP	19,611.480	12/08/24	-0.33	5,920.740		4,648.020	1,272.720	27.38	19.11
		ING Groep	1,578.035	12/08/24	0.21	699.818		476.498	223.320	46.87	18.65
		ASML	81,284.560	12/08/24	0.08	4,475.520		3,948.752	526.768	13.34	17.14
		Sanofi	9,911.412	12/08/24	-0.60	7,015.792		5,606.093	1,409.699	25.15	16.52
		Novo Nordisk	12,401.555	12/08/24	-2.80	1,279.184		1,098.321	180.863	16.47	15.87
		Allianz	26,511.240	12/08/24		9,780.876		7,384.773	2,396.103	32.45	15.67
		Safran	19,911.920	12/08/24	-0.18	3,088.316		2,804.042	284.274	10.14	15.29
	L	HSBC	83,146.006	12/08/24	0.22	79,840.310		67,625.845	12,214.465	18.06	17.04
		L´Oreal	39,020.940	12/08/24	-1.59	10,520.580		9,090.988	1,429.592	15.73	14.91
		RELX	455,953.640	12/08/24	0.57	78,122.898		59,548.348	18,574.550	31.19	16.06
		Schneider Electric	21,885.500	12/08/24	0.38	5,258.736		4,190.634	1,068.102	25.49	12.73
		Deutsche Post	3,733.744	12/08/24	-0.36	1,557.108		1,339.808	217.300	16.22	11.83
		EssilorLuxottica	21,476.280	12/08/24	-0.58	7,314.160		7,306.236	7.924	0.11	11.38
		Axa	3,351.460	12/08/24	-0.77	1,235.948		967.230	268.718	27.78	11.30
	L	Unilever Plc	608,712.959	12/08/24	-0.34	301,386.518		258,158.292	43,228.226	16.74	12.59
	L	Roche	23,887.848	12/08/24	0.25	15,263.114		12,943.846	2,319.268	17.92	10.60
		Reckitt Benckiser	539,758.203	12/08/24		487,719.314		419,213.441	68,505.873	16.34	12.24
		⇓instrument	freshest		⇓ Δday	19/11/12	⇓ Δwk	18/06/12	prc diff	⇓ Δ22	∅-RS
	S	BASF	4,276.608	12/08/24	-0.22	6,666.660		5,584.194	1,082.466	19.38	9.83
		Siemens	16,285.920	12/08/24	0.01	7,842.831		6,394.848	1,447.983	22.64	9.01
	S	National Grid	126,339.576	12/08/24	-0.04	90,261.001		80,836.820	9,424.181	11.66	9.91
	L	Novartis	8,318.612	12/08/24	0.16	4,001.945		3,563.287	438.659	12.31	7.41
	L	Nestlé	7,622.098	12/08/24	-0.40	5,099.170		4,632.273	466.897	10.08	7.36
	S	LVMH	65,796.360	12/08/24	-0.14	13,229.720		11,780.559	1,449.161	12.30	6.50
		Enel	666.977	12/08/24	0.44	293.188		224.363	68.825	30.68	6.43
		Banco Santander	423.620	12/08/24	-0.24	585.962		467.440	118.522	25.36	6.11
	L	Iberdrola	1,254.078	12/08/24	0.29	409.738		330.473	79.265	23.99	5.89
	S	Air Liquide	16,814.280	12/08/24	-0.79	8,688.103		7,938.713	749.390	9.44	5.22
	L	Zurich Insurance	39,959.262	12/08/24	0.85	19,416.401		17,170.070	2,246.331	13.08	4.58
	L	BAT	361,689.648	12/08/24		415,213.517		388,165.175	27,048.342	6.97	5.54
		TotalEnergies	6,394.192	12/08/24	0.60	3,959.074		3,463.494	495.580	14.31	1.85
	L	ABB	3,913.376	12/08/24	0.55	1,465.259		1,266.210	199.049	15.72	0.46
	L	AstraZeneca	1,650,265.511	12/08/24	0.63	363,884.836		331,882.462	32,002.375	9.64	1.31
		BP	56,765.001	12/08/24	1.35	55,731.971		52,039.863	3,692.109	7.09	0.07
		Shell	3,421.390	12/08/24	0.93	2,671.844		2,628.851	42.993	1.64	-2.47
		Hermes International	207,821.600	12/08/24	-0.50	23,755.480		25,268.229	-1,512.749	-5.99	-2.44
		Rio Tinto	638,154.316	12/08/24	0.56	390,614.489		366,456.128	24,158.361	6.59	-1.64
		Airbus	13,857.536	12/08/24	-0.45	2,650.088		2,665.681	-15.593	-0.58	-3.44
	S	Vinci	10,634.540	12/08/24	-0.77	3,410.512		3,347.530	62.982	1.88	-3.76
	S	Mercedes-Benz	5,954.928	12/08/24	-0.57	3,760.680		3,458.020	302.660	8.75	-4.41
	L	Deutsche Telekom	2,562.028	12/08/24	0.49	861.227		805.975	55.251	6.86	-4.81
		GSK	202,990.406	12/08/24	0.42	173,915.775		181,117.772	-7,201.997	-3.98	-3.56
		Glencore	52,975.072	12/08/24	1.27	42,173.452		40,622.512	1,550.940	3.82	-8.84
		⇓instrument	freshest		⇓ Δday	19/11/12	⇓ Δwk	18/06/12	prc diff	⇓ Δ22	∅-RS
	L	Prosus	3,403.260	12/08/24	1.77						-na-
Europe 50 - 49 out of 50 instruments rated - 19/11/12 / 18/06/12 - 46 did rise, Market-Ratio(22) in JPY = 93.88 %

Technical Chart

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

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

Transactions STOXX Europe 50 in Japanese yen * 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	40	246.445	244.081	248.832	2.387	1	10,095	29
long	26/06/06	21/01/08	574		ABB	100	7	1,422.520	2,314.650		892.130	63	16,340	36
short	21/01/08	21/04/08	91		UBS	100	4	3,919.345	3,659.382	4,197.776	278.431	7	17,454	32
long	21/04/08	28/04/08	7		Rio Tinto	100	1	10,672.524	10,663.028		-9.497	0	17,445	-5
short	28/04/08	23/06/08	56		UBS	100	4	3,667.941	2,286.389	5,884.297	2,216.355	60	26,310	2,077
long	23/06/08	30/06/08	7		Rio Tinto	100	2	10,467.667	10,510.689		43.021	0	26,396	24
short	30/06/08	11/08/08	42		UBS	100	11	2,233.966	2,360.389	2,107.543	-126.423	-6	25,005	-40
long	11/08/08	8/09/08	28		AstraZeneca	100	4	5,463.976	4,967.632		-496.344	-9	23,020	-71
short	8/09/08	30/03/09	203		UBS	100	9	2,336.942	867.171	6,297.831	3,960.890	169	58,668	494
long	30/03/09	6/04/09	7		AstraZeneca	100	17	3,294.675	3,535.060		240.385	7	62,755	3,833
short	6/04/09	13/04/09	7		Lloyds Bank	100	528	118.629	129.311	107.947	-10.682	-9	57,114	-99
long	13/04/09	30/08/10	504		Deutsche Bank	100	14	3,972.339	4,194.406		222.066	6	60,223	4
short	30/08/10	6/09/10	7		BP	100	119	503.639	529.434	477.843	-25.795	-5	57,154	-94
long	6/09/10	8/08/11	336		Novo Nordisk	100	77	739.560	858.645		119.085	16	66,323	18
short	8/08/11	19/12/11	133		Lloyds Bank	100	1,571	42.207	28.371	62.791	20.584	49	98,661	197
long	19/12/11	20/10/14	1036		Roche	100	7	13,158.707	30,465.890		17,307.183	132	219,812	34
short	20/10/14	10/11/14	21		Deutsche Bank	100	74	2,949.115	3,075.854	2,822.376	-126.739	-4	210,433	-53
long	10/11/14	24/08/15	287		Novartis	100	23	8,831.987	9,499.352		667.366	8	225,782	10
short	24/08/15	26/10/15	63		Rio Tinto	100	56	4,025.510	4,619.766	3,431.254	-594.256	-15	192,504	-60
long	26/10/15	14/12/15	49		SAP	100	20	9,380.238	9,238.667		-141.571	-2	189,672	-11
short	14/12/15	28/12/15	14		Rio Tinto	100	55	3,388.093	3,593.627	3,182.559	-205.534	-6	178,368	-80
long	28/12/15	4/01/16	7		SAP	100	18	9,619.852	9,130.582		-489.270	-5	169,561	-93
short	4/01/16	25/01/16	21		Rio Tinto	100	50	3,344.434	2,711.511	4,125.095	780.661	23	208,594	3,734
long	25/01/16	28/03/16	63		SAP	100	22	9,328.187	8,995.972		-332.216	-4	201,285	-19
short	28/03/16	18/04/16	21		Credit Suisse	100	123	1,625.090	1,640.732	1,609.448	-15.642	-1	199,362	-15
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	29	6,651.471	6,705.150		53.679	1	200,918	52
short	25/04/16	16/05/16	21		Credit Suisse	100	119	1,681.696	1,493.394	1,893.742	212.045	13	226,152	688
long	16/05/16	5/03/18	658		BAT	100	34	6,610.546	6,207.390		-403.157	-6	212,444	-3
short	5/03/18	23/04/18	49		Imperial Brands	100	55	3,794.875	3,626.511	3,971.057	176.181	5	222,134	40
long	23/04/18	15/10/18	175		LVMH	100	5	37,288.871	33,761.613		-3,527.258	-9	204,498	-19
short	15/10/18	12/11/18	28		Intesa Sanpaolo	100	772	264.636	250.751	279.289	14.654	6	215,811	102
long	12/11/18	10/12/18	28		AstraZeneca	100	23	9,141.288	8,539.542		-601.746	-7	201,970	-59
short	10/12/18	11/02/19	63		Bayer	100	25	7,817.968	8,504.344	7,131.592	-686.376	-9	184,811	-41
long	11/02/19	2/03/20	385		Roche	100	6	29,958.285	35,493.888		5,535.602	18	218,025	17
short	2/03/20	22/06/20	112		Anheuser-Busch InBev	100	34	6,265.584	5,409.553	7,257.077	991.493	16	251,735	61
long	22/06/20	29/06/20	7		ASML	100	6	38,817.602	38,988.778		171.175	0	252,762	26
short	29/06/20	27/07/20	28		Airbus	100	32	7,665.857	7,667.554	7,664.160	-1.697	0	252,708	0
long	27/07/20	20/06/22	693		ASML	100	6	40,114.729	64,983.913		24,869.184	62	401,923	29
short	20/06/22	27/06/22	7		Adyen	100	2	176,028.593	203,653.272	148,403.914	-27,624.679	-16	346,674	-100
long	27/06/22	11/07/22	14		BAT	100	58	5,941.372	5,534.289		-407.083	-7	323,063	-84
short	11/07/22	25/07/22	14		Adidas	100	14	22,551.844	24,597.035	20,506.653	-2,045.191	-9	294,430	-92
long	25/07/22	5/09/22	42		Novo Nordisk	100	37	7,854.981	7,347.876		-507.105	-6	275,668	-44
short	5/09/22	7/11/22	63		Adidas	100	13	20,270.501	16,880.956	24,340.635	4,070.135	20	328,579	189
long	7/11/22	23/10/23	350		BP	100	388	846.782	974.826		128.043	15	378,260	16
short	23/10/23	30/10/23	7		Adyen	100	3	108,929.603	100,107.051	118,529.696	9,600.094	9	407,060	8,078
long	30/10/23	12/08/24	287		Novo Nordisk	100	28	14,358.721	20,750.704		6,391.983	45	586,036	60
accum	12/06/06	12/08/24	7263	days out of 7424 invested (98%)							5,760		586,036	23

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	3,919.35	3,659.38	4,197.78	278.43	7.10
	short	28/04/08	23/06/08	56	3,667.94	2,286.39	5,884.30	2,216.36	60.43
	short	30/06/08	11/08/08	42	2,233.97	2,360.39	2,107.54	-126.42	-5.66
	short	8/09/08	30/03/09	203	2,336.94	867.17	6,297.83	3,960.89	169.49	336.84
Roche	long	19/12/11	20/10/14	1036	13,158.71	30,465.89		17,307.18	131.53
	long	11/02/19	2/03/20	385	29,958.29	35,493.89		5,535.60	18.48	174.31
ABB	long	26/06/06	21/01/08	574	1,422.52	2,314.65		892.13	62.71	62.71
ASML	long	22/06/20	29/06/20	7	38,817.60	38,988.78		171.18	0.44
	long	27/07/20	20/06/22	693	40,114.73	64,983.91		24,869.18	62.00	62.71
Novo Nordisk	long	6/09/10	8/08/11	336	739.56	858.65		119.09	16.10
	long	25/07/22	5/09/22	42	7,854.98	7,347.88		-507.10	-6.46
	long	30/10/23	12/08/24	287	14,358.72	20,750.70		6,391.98	44.52	56.95
Lloyds Bank	short	6/04/09	13/04/09	7	118.63	129.31	107.95	-10.68	-9.00
	short	8/08/11	19/12/11	133	42.21	28.37	62.79	20.58	48.77	35.37
Anheuser-Busch InBev	short	2/03/20	22/06/20	112	6,265.58	5,409.55	7,257.08	991.49	15.82	15.82
Credit Suisse	short	28/03/16	18/04/16	21	1,625.09	1,640.73	1,609.45	-15.64	-0.96
	short	25/04/16	16/05/16	21	1,681.70	1,493.39	1,893.74	212.05	12.61	11.53
BP	short	30/08/10	6/09/10	7	503.64	529.43	477.84	-25.80	-5.12
	long	7/11/22	23/10/23	350	846.78	974.83		128.04	15.12	9.22
Adidas	short	11/07/22	25/07/22	14	22,551.84	24,597.03	20,506.65	-2,045.19	-9.07
	short	5/09/22	7/11/22	63	20,270.50	16,880.96	24,340.64	4,070.13	20.08	9.19
Novartis	long	10/11/14	24/08/15	287	8,831.99	9,499.35		667.37	7.56	7.56
Intesa Sanpaolo	short	15/10/18	12/11/18	28	264.64	250.75	279.29	14.65	5.54	5.54
Imperial Brands	short	5/03/18	23/04/18	49	3,794.88	3,626.51	3,971.06	176.18	4.64	4.64
Deutsche Bank	long	13/04/09	30/08/10	504	3,972.34	4,194.41		222.07	5.59
	short	20/10/14	10/11/14	21	2,949.11	3,075.85	2,822.38	-126.74	-4.30	1.05
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	246.45	244.08	248.83	2.39	0.97	0.97
Airbus	short	29/06/20	27/07/20	28	7,665.86	7,667.55	7,664.16	-1.70	-0.02	-0.02
Rio Tinto	long	21/04/08	28/04/08	7	10,672.52	10,663.03		-9.50	-0.09
	long	23/06/08	30/06/08	7	10,467.67	10,510.69		43.02	0.41
	short	24/08/15	26/10/15	63	4,025.51	4,619.77	3,431.25	-594.26	-14.76
	short	14/12/15	28/12/15	14	3,388.09	3,593.63	3,182.56	-205.53	-6.07
	short	4/01/16	25/01/16	21	3,344.43	2,711.51	4,125.10	780.66	23.34	-0.93
Adyen	short	20/06/22	27/06/22	7	176,028.59	203,653.27	148,403.91	-27,624.68	-15.69
	short	23/10/23	30/10/23	7	108,929.60	100,107.05	118,529.70	9,600.09	8.81	-8.26
Bayer	short	10/12/18	11/02/19	63	7,817.97	8,504.34	7,131.59	-686.38	-8.78	-8.78
AstraZeneca	long	11/08/08	8/09/08	28	5,463.98	4,967.63		-496.34	-9.08
	long	30/03/09	6/04/09	7	3,294.67	3,535.06		240.39	7.30
	long	12/11/18	10/12/18	28	9,141.29	8,539.54		-601.75	-6.58	-8.87
LVMH	long	23/04/18	15/10/18	175	37,288.87	33,761.61		-3,527.26	-9.46	-9.46
SAP	long	26/10/15	14/12/15	49	9,380.24	9,238.67		-141.57	-1.51
	long	28/12/15	4/01/16	7	9,619.85	9,130.58		-489.27	-5.09
	long	25/01/16	28/03/16	63	9,328.19	8,995.97		-332.22	-3.56	-9.85
BAT	long	18/04/16	25/04/16	7	6,651.47	6,705.15		53.68	0.81
	long	16/05/16	5/03/18	658	6,610.55	6,207.39		-403.16	-6.10
	long	27/06/22	11/07/22	14	5,941.37	5,534.29		-407.08	-6.85	-11.83

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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