Share-o-matic - Portfolio

Tue, Dec 16th, 2025, 10:41UTC

Assessment - Toronto Stock Exchange 60 in Pound sterling - 3/17/14 - RS = 14

historical assessment - show freshest

		⇓instrument	freshest		Δday	3/17/14	⇓ Δwk	12/09/13	prc diff	⇓ Δ14	⇓∅-RS
		TSX 60	729.858	8/12/24	0.21	443.803		439.040	4.763	1.08	1.51
		Barrick Gold	14.221	8/12/24	9.37	12.350		9.743	2.607	26.76	4.55
	L	Kinross Gold	6.662	8/12/24	5.15	2.986		2.784	0.202	7.25	-9.21
		Tourmaline Oil	33.027	8/12/24	4.20	26.300		25.433	0.867	3.41	3.23
		Imperial Oil	56.167	8/12/24	3.95	27.828		26.647	1.181	4.43	5.47
		Agnico-Eagle Mines	57.347	8/12/24	3.52	20.230		15.798	4.432	28.06	8.38
		Cenovus Energy	14.199	8/12/24	3.28	16.027		17.986	-1.960	-10.89	-12.00
	L	First Quantum	8.680	8/12/24	2.77	10.452		10.053	0.400	3.98	-5.34
		Cdn Nat Resources	26.702	8/12/24	2.68	10.839		9.904	0.935	9.44	8.74
	L	Wheaton Precious	42.750	8/12/24	2.56	15.668		12.441	3.226	25.93	7.25
		Franco-Nevada	92.631	8/12/24	2.47	30.781		23.359	7.422	31.77	14.11
		Teck Resources	34.707	8/12/24	2.36	12.644		14.440	-1.796	-12.44	-20.47
		Suncor Energy	30.302	8/12/24	2.28	19.654		20.512	-0.858	-4.18	-4.98
		Power Canada	20.366	8/12/24	2.02	16.280		18.043	-1.764	-9.78	-8.10
	L	Dollarama	70.111	8/12/24	1.46	7.914		7.992	-0.078	-0.98	0.46
		Intact Financial	134.989	8/12/24	0.94	36.268		39.157	-2.889	-7.38	-5.45
		Couche-Tard	43.833	8/12/24	0.89	7.696		7.330	0.366	4.99	14.34
	L	George Weston	113.383	8/12/24	0.64	43.931		45.217	-1.287	-2.85	-9.49
		Enbridge	29.193	8/12/24	0.60	26.767		25.163	1.604	6.37	-2.00
	L	TC Energy	32.521	8/12/24	0.57	27.094		26.968	0.126	0.47	-5.28
		Nutrien	34.522	8/12/24	0.51						-na-
		Loblaw	90.151	8/12/24	0.48	24.897		24.711	0.186	0.75	-8.28
		National Bank CA	62.225	8/12/24	0.39	23.744		25.751	-2.007	-7.79	-3.93
	S	Toronto-Dominion	42.696	8/12/24	0.19	27.953		27.589	0.364	1.32	2.64
		WSP Global	115.504	8/12/24	0.19	19.121					-na-
		⇓instrument	freshest		Δday	3/17/14	⇓ Δwk	12/09/13	prc diff	⇓ Δ14	⇓∅-RS
	S	Telus	12.258	8/12/24	0.09	10.447		10.502	-0.055	-0.53	-1.72
		Cdn Nat Railway	82.771	8/12/24	-0.01	34.027		34.294	-0.267	-0.78	3.91
		Hydro One	23.798	8/12/24	-0.09						-na-
	S	Bank Montreal	60.827	8/12/24	-0.10	39.297		40.297	-1.000	-2.48	-2.71
	S	Sun Life Financial	35.860	8/12/24	-0.11	20.725		21.085	-0.360	-1.71	3.49
		Waste Connections	134.516	8/12/24	-0.11						-na-
	L	Cdn Tire	81.172	8/12/24	-0.17	54.731		56.679	-1.948	-3.44	2.62
		Brookfield Infra	22.428	8/12/24	-0.27	15.274		15.153	0.122	0.80	-3.33
	S	Cdn Apartment Props	26.686	8/12/24	-0.30	11.420		11.886	-0.465	-3.92	-13.67
		Manulife Financial	18.664	8/12/24	-0.35	11.339		11.571	-0.232	-2.00	5.01
		Cdn Imp Bk Comm	37.900	8/12/24	-0.36	25.927		26.017	-0.090	-0.35	3.36
		Fortis (CA)	31.955	8/12/24	-0.39	17.044		18.032	-0.988	-5.48	-10.82
	L	BCE	26.017	8/12/24	-0.40	25.598		26.807	-1.209	-4.51	-6.66
	L	Thomson Reuters (CA)	120.083	8/12/24	-0.41	20.339		22.735	-2.396	-10.54	-7.72
	L	Gildan Activewear	30.998	8/12/24	-0.42	14.580		15.795	-1.215	-7.69	1.17
	L	Metro (CA)	43.186	8/12/24	-0.43	11.330		11.968	-0.638	-5.33	-14.68
		FirstService	125.636	8/12/24	-0.57						-na-
		Cdn Pac Kansas City	57.722	8/12/24	-0.66	18.628		18.639	-0.011	-0.06	9.99
		Emera	26.544	8/12/24	-0.69	18.403		16.715	1.689	10.10	-4.74
	S	CGI Group	79.198	8/12/24	-0.70	18.876		20.604	-1.728	-8.38	-5.60
	L	CCL Industries	39.912	8/12/24	-0.72	10.340		9.384	0.957	10.19	19.15
	L	Royal Bank CA	80.900	8/12/24	-0.72	38.770		39.953	-1.184	-2.96	-2.63
		Rogers Comm	29.459	8/12/24	-0.79	23.330		27.655	-4.325	-15.64	-15.41
	S	Restaurant Brands	52.186	8/12/24	-0.84						-na-
		CAE	12.301	8/12/24	-0.92	8.027		7.017	1.010	14.39	12.85
		⇓instrument	freshest		Δday	3/17/14	⇓ Δwk	12/09/13	prc diff	⇓ Δ14	⇓∅-RS
		Brookfield Asset	29.258	8/12/24	-1.08	15.876		15.683	0.193	1.23	0.62
		Cameco	29.220	8/12/24	-1.09	14.542		12.693	1.849	14.56	13.38
		Shopify	51.066	8/12/24	-1.29						-na-
	S	Open Text	22.254	8/12/24	-1.49	14.643		13.504	1.139	8.43	23.36
		Brookfield Corp	33.000	8/12/24	-1.65	8.556		8.452	0.104	1.23	0.61
		Pembina Pipeline	28.388	8/12/24	-1.69	21.481		19.475	2.006	10.30	4.42
	S	Magna	28.431	8/12/24	-1.88	28.760		24.596	4.164	16.93	20.33
		Constellation Soft	2,153.317	8/12/24	-2.83	142.946		110.437	32.508	29.44	37.43
		Bank Nova Scotia	33.440	8/12/24	-3.42	35.034		36.780	-1.746	-4.75	-3.91
	L	Saputo	15.989	8/12/24	-4.05	15.159		13.739	1.420	10.34	0.83
		Algonquin	3.845	8/12/24	-4.72	4.209		4.055	0.154	3.79	-1.79
TSX 60 - 53 out of 60 instruments rated - 3/17/14 / 12/09/13 - 27 did rise, Market-Ratio(14) in GBP = 50.94 %
Stock Exchange Currency: CAD $ Canadian dollar

Technical Chart

	TSX 60 RS = 14 - B/S = 73/51

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

Transactions Toronto Stock Exchange 60 in Pound sterling * A14 - 73/51 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		1/09/06	7		- cash -
long	1/09/06	5/29/06	140		Yamana Gold	100	2,477	4.036	5.370		1.333	33	13,303	110
short	5/29/06	10/23/06	147		Loblaw	100	555	23.949	20.353	28.180	4.231	18	15,651	50
long	10/23/06	7/30/07	280		BlackBerry	100	765	20.434	35.656		15.222	74	27,296	107
short	7/30/07	4/28/08	273		Yamana Gold	100	5,306	5.144	6.419	3.869	-1.275	-25	20,532	-32
long	4/28/08	7/07/08	70		Potash	100	654	31.394	36.583		5.189	17	23,926	122
short	7/07/08	5/18/09	315		Gildan Activewear	100	4,276	5.594	5.006	6.252	0.657	12	26,737	14
long	5/18/09	6/28/10	406		Teck Resources	100	3,012	8.877	20.393		11.516	130	61,423	111
short	6/28/10	9/13/10	77		BlackBerry	100	1,825	33.641	28.514	39.691	6.049	18	72,463	119
long	9/13/10	5/09/11	238		Bausch Health	100	4,153	17.448	31.631		14.183	81	131,366	149
short	5/09/11	2/20/12	287		BlackBerry	100	4,957	26.498	9.398	74.709	48.211	182	370,347	274
long	2/20/12	4/16/12	56		Constellation Soft	100	6,308	58.708	55.148		-3.560	-6	347,888	-33
short	4/16/12	8/20/12	126		BlackBerry	100	41,722	8.338	4.430	15.694	7.356	88	654,795	525
long	8/20/12	4/22/13	245		Couche-Tard	100	124,650	5.253	6.345		1.092	21	790,923	32
short	4/22/13	9/30/13	161		Barrick Gold	100	63,815	12.394	11.623	13.216	0.822	7	843,367	16
long	9/30/13	9/29/14	364		Bausch Health	100	12,957	65.086	79.846		14.761	23	1,034,621	23
short	9/29/14	3/23/15	175		Yamana Gold	100	276,079	3.748	2.718	5.167	1.419	38	1,426,392	95
long	3/23/15	5/11/15	49		Bausch Health	100	10,488	135.992	143.644		7.652	6	1,506,646	50
short	5/11/15	3/21/16	315		Cenovus Energy	100	135,762	11.098	9.436	13.052	1.954	18	1,771,933	21
long	3/21/16	6/27/16	98		Barrick Gold	100	173,607	10.207	15.925		5.718	56	2,764,659	424
short	6/27/16	7/18/16	21		Bausch Health	100	195,574	14.136	17.715	10.558	-3.579	-25	2,064,774	-99
long	7/18/16	11/14/16	119		Yamana Gold	100	461,970	4.469	2.919		-1.550	-35	1,348,573	-73
short	11/14/16	10/16/17	336		Bausch Health	100	92,432	14.590	9.760	21.810	7.220	49	2,015,946	55
long	10/16/17	2/05/18	112		BlackBerry	100	235,005	8.578	8.528		-0.051	-1	2,004,028	-2
short	2/05/18	5/14/18	98		ARC Resources	100	269,145	7.446	7.763	7.129	-0.317	-4	1,918,606	-15
long	5/14/18	8/27/18	105		Bombardier	100	31,803	60.327	67.263		6.937	11	2,139,215	46
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	8/27/18	2/25/19	182		Kinross Gold	100	917,411	2.332	2.702	1.962	-0.370	-16	1,799,503	-29
long	2/25/19	6/10/19	105		Thomson Reuters (CA)	100	44,519	40.421	51.737		11.316	28	2,303,300	136
short	6/10/19	6/22/20	378		SNC Lavalin	100	163,631	14.076	13.152	15.065	0.989	7	2,465,092	7
long	6/22/20	10/26/20	126		Shopify	100	33,951	72.607	79.598		6.991	10	2,702,442	31
short	10/26/20	12/07/20	42		Bombardier	100	563,736	4.794	7.324	2.264	-2.530	-53	1,276,133	-100
long	12/07/20	9/20/21	287		First Quantum	100	110,728	11.525	12.142		0.617	5	1,344,474	7
short	9/20/21	1/10/22	112		Canopy Growth	100	13,598	98.872	64.465	151.644	52.772	53	2,062,072	303
long	1/10/22	1/24/22	14		Cenovus Energy	100	206,192	10.001	10.325		0.324	3	2,128,857	130
short	1/24/22	3/21/22	56		Canopy Growth	100	38,834	54.818	53.312	56.367	1.548	3	2,188,991	20
long	3/21/22	5/09/22	49		Cdn Nat Resources	100	92,262	23.726	23.780		0.055	0	2,194,039	2
short	5/09/22	1/09/23	245		Shopify	100	79,418	27.626	30.552	24.701	-2.925	-11	1,961,720	-15
long	1/09/23	3/13/23	63		Restaurant Brands	100	36,435	53.841	49.741		-4.100	-8	1,812,338	-37
short	3/13/23	4/03/23	21		Algonquin	100	293,459	6.176	6.753	5.599	-0.577	-9	1,642,992	-82
long	4/03/23	5/29/23	56		Shopify	100	42,750	38.432	48.528		10.096	26	2,074,594	357
short	5/29/23	1/01/24	217		Nutrien	100	45,196	45.902	44.334	47.525	1.624	4	2,147,975	6
long	1/01/24	6/17/24	168		Shopify	100	35,060	61.265	52.467		-8.798	-14	1,839,520	-29
short	6/17/24	8/12/24	56		Open Text	100	79,534	23.129	23.555	22.702	-0.426	-2	1,805,601	-11
accum	1/09/06	8/12/24	7281	days out of 7288 invested (100%)							17,956		1,805,601	30

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
BlackBerry	long	10/23/06	7/30/07	280	20.43	35.66		15.22	74.50
	short	6/28/10	9/13/10	77	33.64	28.51	39.69	6.05	17.98
	short	5/09/11	2/20/12	287	26.50	9.40	74.71	48.21	181.94
	short	4/16/12	8/20/12	126	8.34	4.43	15.69	7.36	88.22
	long	10/16/17	2/05/18	112	8.58	8.53		-0.05	-0.59	986.06
Bausch Health	long	9/13/10	5/09/11	238	17.45	31.63		14.18	81.29
	long	9/30/13	9/29/14	364	65.09	79.85		14.76	22.68
	long	3/23/15	5/11/15	49	135.99	143.64		7.65	5.63
	short	6/27/16	7/18/16	21	14.14	17.71	10.56	-3.58	-25.32
	short	11/14/16	10/16/17	336	14.59	9.76	21.81	7.22	49.49	162.27
Teck Resources	long	5/18/09	6/28/10	406	8.88	20.39		11.52	129.73	129.73
Barrick Gold	short	4/22/13	9/30/13	161	12.39	11.62	13.22	0.82	6.63
	long	3/21/16	6/27/16	98	10.21	15.92		5.72	56.03	66.37
Canopy Growth	short	9/20/21	1/10/22	112	98.87	64.46	151.64	52.77	53.37
	short	1/24/22	3/21/22	56	54.82	53.31	56.37	1.55	2.82	57.71
Thomson Reuters (CA)	long	2/25/19	6/10/19	105	40.42	51.74		11.32	28.00	28.00
Cenovus Energy	short	5/11/15	3/21/16	315	11.10	9.44	13.05	1.95	17.61
	long	1/10/22	1/24/22	14	10.00	10.32		0.32	3.24	21.42
Couche-Tard	long	8/20/12	4/22/13	245	5.25	6.35		1.09	20.79	20.79
Loblaw	short	5/29/06	10/23/06	147	23.95	20.35	28.18	4.23	17.67	17.67
Potash	long	4/28/08	7/07/08	70	31.39	36.58		5.19	16.53	16.53
Gildan Activewear	short	7/07/08	5/18/09	315	5.59	5.01	6.25	0.66	11.75	11.75
SNC Lavalin	short	6/10/19	6/22/20	378	14.08	13.15	15.06	0.99	7.02	7.02
Shopify	long	6/22/20	10/26/20	126	72.61	79.60		6.99	9.63
	short	5/09/22	1/09/23	245	27.63	30.55	24.70	-2.93	-10.59
	long	4/03/23	5/29/23	56	38.43	48.53		10.10	26.27
	long	1/01/24	6/17/24	168	61.27	52.47		-8.80	-14.36	6.00
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
First Quantum	long	12/07/20	9/20/21	287	11.52	12.14		0.62	5.36	5.36
Nutrien	short	5/29/23	1/01/24	217	45.90	44.33	47.53	1.62	3.54	3.54
Cdn Nat Resources	long	3/21/22	5/09/22	49	23.73	23.78		0.05	0.23	0.23
Open Text	short	6/17/24	8/12/24	56	23.13	23.56	22.70	-0.43	-1.84	-1.84
ARC Resources	short	2/05/18	5/14/18	98	7.45	7.76	7.13	-0.32	-4.26	-4.26
Constellation Soft	long	2/20/12	4/16/12	56	58.71	55.15		-3.56	-6.06	-6.06
Restaurant Brands	long	1/09/23	3/13/23	63	53.84	49.74		-4.10	-7.61	-7.61
Algonquin	short	3/13/23	4/03/23	21	6.18	6.75	5.60	-0.58	-9.34	-9.34
Yamana Gold	long	1/09/06	5/29/06	140	4.04	5.37		1.33	33.03
	short	7/30/07	4/28/08	273	5.14	6.42	3.87	-1.27	-24.78
	short	9/29/14	3/23/15	175	3.75	2.72	5.17	1.42	37.87
	long	7/18/16	11/14/16	119	4.47	2.92		-1.55	-34.69	-9.89
Kinross Gold	short	8/27/18	2/25/19	182	2.33	2.70	1.96	-0.37	-15.88	-15.88
Bombardier	long	5/14/18	8/27/18	105	60.33	67.26		6.94	11.50
	short	10/26/20	12/07/20	42	4.79	7.32	2.26	-2.53	-52.78	-47.35

Annotations

6/11/24	Cdn Nat Resources	stock split 1:2 (two for one)
5/16/22	Cdn Imp Bk Comm	stock split 1:2 (two for one)
5/15/21	Cdn Pac Railway	stock split 1:5 (cinque per una)
9/30/19	Couche-Tard	stock split 1:2 (two for one)
4/18/19	TSX 60	Canopy Growth replaces Goldcorp (mergered with Newmont)
1/02/18	Nutrien	merger of Agrium with Potash
5/22/17	Silver Wheaton	is now called Wheaton Precious Metals
6/09/16	TSX 60	complete analysis
6/08/16	TSX 60	index adaption: Dollarama replaces TransAlta
2/23/16	TSX 60	Emera replaces Canadian Oil Sands (acquisition by Suncor)
8/17/15	TSX 60	complete analysis
8/15/15	TSX 60	component correction: ARC Energy Trust (AET-UN) replaced by ARC Resources (ARX)
8/03/15	TSX 60	Constellation Software replaces Catamaran (acquired by UnitedHealth)
5/12/15	Brookfield Ass Mgmt	forward stock split 2:3 (three for two - as a stock dividend a half bonus share for one)
5/11/15	TSX 60	Franco-Nevada replaces Talisman Energy.
	Franco-Nevada	registered
	TSX 60	Talisman Energy drops out due to the acquisition by Repsol.
3/30/15	Gildan Activewear	forward stock split 1:2 (two for one)
2/12/15	Metro (CA)	forward stock split 1:3 (three for one)


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