Share-o-matic - Portfolio

Mon, Jun 15th, 2026, 13:45UTC

Assessment - STOXX Europe 50 in Japanese yen - 10/05/15 - RS = 22

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	10/05/15	⇓ Δwk	5/04/15	prc diff	⇓ Δ22	∅-RS
		Stoxx 50	585,322.826	8/12/24	-0.16	413,467.058		461,271.949	-47,804.891	-10.36	-6.02
		Safran	25,896.259	8/12/24	-0.18	9,590.508		8,725.735	864.774	9.91	17.39
	S	Vinci	13,830.650	8/12/24	-0.77	7,918.435		7,312.742	605.693	8.28	13.17
		Novo Nordisk	16,115.977	8/12/24	-2.80	3,305.679		3,424.128	-118.448	-3.46	10.54
		EssilorLuxottica	27,930.773	8/12/24	-0.58	14,928.749		14,772.810	155.939	1.06	7.96
		Hermes International	270,280.416	8/12/24	-0.50	44,462.880		46,394.391	-1,931.511	-4.16	7.16
		Reckitt Benckiser	762,312.475	8/12/24		1,112,830.316		1,053,446.430	59,383.887	5.64	7.88
		Axa	4,358.710	8/12/24	-0.77	3,031.560		3,044.967	-13.407	-0.44	4.00
	S	National Grid	178,432.183	8/12/24	-0.04	170,407.841		160,977.512	9,430.329	5.86	4.58
		UBS	3,067.231	8/12/24	0.44	2,348.870		2,437.835	-88.966	-3.65	4.75
		Airbus	18,022.287	8/12/24	-0.45	7,627.405		8,250.273	-622.868	-7.55	3.48
		L´Oreal	50,748.314	8/12/24	-1.59	21,598.181		23,217.286	-1,619.105	-6.97	3.37
		RELX	643,953.433	8/12/24	0.57	208,268.145		201,244.594	7,023.551	3.49	4.06
	L	Deutsche Telekom	3,332.021	8/12/24	0.49	2,087.734		2,274.182	-186.448	-8.20	2.61
	S	LVMH	85,570.834	8/12/24	-0.14	21,092.921		21,362.314	-269.393	-1.26	2.48
	L	Nestlé	10,940.820	8/12/24	-0.40	9,220.208		9,391.133	-170.925	-1.82	3.12
		ING Groep	2,052.299	8/12/24	0.21	1,773.799		1,879.080	-105.281	-5.60	1.38
		BNP Paribas	7,983.108	8/12/24		7,277.091		7,600.698	-323.606	-4.26	1.39
	L	Iberdrola	1,630.979	8/12/24	0.29	819.195		804.937	14.258	1.77	1.15
	L	BAT	510,822.307	8/12/24		671,035.587		661,128.449	9,907.138	1.50	1.68
		Sanofi	12,890.193	8/12/24	-0.60	11,805.568		12,360.677	-555.108	-4.49	0.37
	L	Unilever Plc	859,698.806	8/12/24	-0.34	506,627.765		522,182.497	-15,554.733	-2.98	0.50
		Enel	867.430	8/12/24	0.44	540.830		567.340	-26.510	-4.67	-1.43
		Allianz	34,478.942	8/12/24		19,287.458		20,739.525	-1,452.067	-7.00	-1.68
	S	Air Liquide	21,867.653	8/12/24	-0.79	14,645.803		15,884.454	-1,238.651	-7.80	-2.02
		⇓instrument	freshest		⇓ Δday	10/05/15	⇓ Δwk	5/04/15	prc diff	⇓ Δ22	∅-RS
	S	Diageo	447,083.501	8/12/24	1.03	330,183.430		329,656.081	527.349	0.16	-2.64
	L	Münchener Rück	59,176.051	8/12/24	1.01	22,453.754		23,511.938	-1,058.184	-4.50	-3.45
	L	Richemont	15,823.704	8/12/24	1.22	9,726.270		10,767.642	-1,041.371	-9.67	-3.14
	L	Novartis	11,940.602	8/12/24	0.16	9,432.507		10,345.684	-913.176	-8.83	-3.26
		SAP	25,505.525	8/12/24	-0.33	7,988.497		9,169.053	-1,180.556	-12.88	-4.19
	L	Roche	34,288.806	8/12/24	0.25	32,153.470		34,605.682	-2,452.212	-7.09	-4.32
		Anheuser-Busch InBev	7,437.427	8/12/24	-0.47	13,255.328		14,263.865	-1,008.537	-7.07	-5.01
		TotalEnergies	8,315.906	8/12/24	0.60	5,790.280		6,446.195	-655.916	-10.18	-5.23
	L	AstraZeneca	2,330,706.563	8/12/24	0.63	774,622.545		810,336.422	-35,713.877	-4.41	-5.33
		Deutsche Post	4,855.885	8/12/24	-0.36	3,440.484		3,996.561	-556.077	-13.91	-6.68
	L	Bayer	3,497.747	8/12/24	-0.04	15,669.797		17,424.683	-1,754.887	-10.07	-7.50
		GSK	286,687.849	8/12/24	0.42	241,124.178		274,539.037	-33,414.860	-12.17	-9.03
		ASML	105,713.866	8/12/24	0.08	10,689.954		12,962.036	-2,272.082	-17.53	-11.70
	S	BASF	5,561.902	8/12/24	-0.22	9,260.405		11,952.181	-2,691.776	-22.52	-12.91
	L	HSBC	117,428.948	8/12/24	0.22	95,070.214		117,386.625	-22,316.412	-19.01	-12.47
	L	ABB	5,617.291	8/12/24	0.55	2,174.834		2,642.382	-467.548	-17.69	-12.55
		BP	80,170.470	8/12/24	1.35	67,112.677		85,111.206	-17,998.529	-21.15	-12.66
	S	Mercedes-Benz	7,744.625	8/12/24	-0.57	8,950.512		11,725.834	-2,775.322	-23.67	-13.76
		Siemens	21,180.499	8/12/24	0.01	10,975.595		13,196.418	-2,220.824	-16.83	-14.17
		Shell	4,449.656	8/12/24	0.93	3,092.191		3,845.216	-753.025	-19.58	-14.99
	L	Zurich Insurance	57,357.841	8/12/24	0.85	30,499.510		36,947.033	-6,447.523	-17.45	-16.73
		Rio Tinto	901,279.486	8/12/24	0.56	422,280.989		544,341.198	-122,060.209	-22.42	-17.33
		Schneider Electric	28,462.980	8/12/24	0.38	6,929.472		9,024.406	-2,094.933	-23.21	-20.10
		Banco Santander	550.936	8/12/24	-0.24	670.985		904.048	-233.062	-25.78	-23.20
		Glencore	74,817.869	8/12/24	1.27	20,972.712		56,786.211	-35,813.500	-63.07	-52.33
		⇓instrument	freshest		⇓ Δday	10/05/15	⇓ Δwk	5/04/15	prc diff	⇓ Δ22	∅-RS
	L	Prosus	4,426.078	8/12/24	1.77						-na-
Europe 50 - 49 out of 50 instruments rated - 10/05/15 / 5/04/15 - 9 did rise, Market-Ratio(22) in JPY = 18.37 %

Technical Chart

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

1/03/22	scale up chart	7/01/24

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
1/02/06		6/12/06	161		- cash -
short	6/12/06	6/26/06	14		Vodafone	100	40	246.445	244.081	248.832	2.387	1	10,095	29
long	6/26/06	1/21/08	574		ABB	100	7	1,422.520	2,314.650		892.130	63	16,340	36
short	1/21/08	4/21/08	91		UBS	100	4	3,919.345	3,659.382	4,197.776	278.431	7	17,454	32
long	4/21/08	4/28/08	7		Rio Tinto	100	1	10,672.524	10,663.028		-9.497	0	17,445	-5
short	4/28/08	6/23/08	56		UBS	100	4	3,667.941	2,286.389	5,884.297	2,216.355	60	26,310	2,077
long	6/23/08	6/30/08	7		Rio Tinto	100	2	10,467.667	10,510.689		43.021	0	26,396	24
short	6/30/08	8/11/08	42		UBS	100	11	2,233.966	2,360.389	2,107.543	-126.423	-6	25,005	-40
long	8/11/08	9/08/08	28		AstraZeneca	100	4	5,463.976	4,967.632		-496.344	-9	23,020	-71
short	9/08/08	3/30/09	203		UBS	100	9	2,336.942	867.171	6,297.831	3,960.890	169	58,668	494
long	3/30/09	4/06/09	7		AstraZeneca	100	17	3,294.675	3,535.060		240.385	7	62,755	3,833
short	4/06/09	4/13/09	7		Lloyds Bank	100	528	118.629	129.311	107.947	-10.682	-9	57,114	-99
long	4/13/09	8/30/10	504		Deutsche Bank	100	14	3,972.339	4,194.406		222.066	6	60,223	4
short	8/30/10	9/06/10	7		BP	100	119	503.639	529.434	477.843	-25.795	-5	57,154	-94
long	9/06/10	8/08/11	336		Novo Nordisk	100	77	739.560	858.645		119.085	16	66,323	18
short	8/08/11	12/19/11	133		Lloyds Bank	100	1,571	42.207	28.371	62.791	20.584	49	98,661	197
long	12/19/11	10/20/14	1036		Roche	100	7	13,158.707	30,465.890		17,307.183	132	219,812	34
short	10/20/14	11/10/14	21		Deutsche Bank	100	74	2,949.115	3,075.854	2,822.376	-126.739	-4	210,433	-53
long	11/10/14	8/24/15	287		Novartis	100	23	8,831.987	9,499.352		667.366	8	225,782	10
short	8/24/15	10/26/15	63		Rio Tinto	100	56	4,025.510	4,619.766	3,431.254	-594.256	-15	192,504	-60
long	10/26/15	12/14/15	49		SAP	100	20	9,380.238	9,238.667		-141.571	-2	189,672	-11
short	12/14/15	12/28/15	14		Rio Tinto	100	55	3,388.093	3,593.627	3,182.559	-205.534	-6	178,368	-80
long	12/28/15	1/04/16	7		SAP	100	18	9,619.852	9,130.582		-489.270	-5	169,561	-93
short	1/04/16	1/25/16	21		Rio Tinto	100	50	3,344.434	2,711.511	4,125.095	780.661	23	208,594	3,734
long	1/25/16	3/28/16	63		SAP	100	22	9,328.187	8,995.972		-332.216	-4	201,285	-19
short	3/28/16	4/18/16	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	4/18/16	4/25/16	7		BAT	100	29	6,651.471	6,705.150		53.679	1	200,918	52
short	4/25/16	5/16/16	21		Credit Suisse	100	119	1,681.696	1,493.394	1,893.742	212.045	13	226,152	688
long	5/16/16	3/05/18	658		BAT	100	34	6,610.546	6,207.390		-403.157	-6	212,444	-3
short	3/05/18	4/23/18	49		Imperial Brands	100	55	3,794.875	3,626.511	3,971.057	176.181	5	222,134	40
long	4/23/18	10/15/18	175		LVMH	100	5	37,288.871	33,761.613		-3,527.258	-9	204,498	-19
short	10/15/18	11/12/18	28		Intesa Sanpaolo	100	772	264.636	250.751	279.289	14.654	6	215,811	102
long	11/12/18	12/10/18	28		AstraZeneca	100	23	9,141.288	8,539.542		-601.746	-7	201,970	-59
short	12/10/18	2/11/19	63		Bayer	100	25	7,817.968	8,504.344	7,131.592	-686.376	-9	184,811	-41
long	2/11/19	3/02/20	385		Roche	100	6	29,958.285	35,493.888		5,535.602	18	218,025	17
short	3/02/20	6/22/20	112		Anheuser-Busch InBev	100	34	6,265.584	5,409.553	7,257.077	991.493	16	251,735	61
long	6/22/20	6/29/20	7		ASML	100	6	38,817.602	38,988.778		171.175	0	252,762	26
short	6/29/20	7/27/20	28		Airbus	100	32	7,665.857	7,667.554	7,664.160	-1.697	0	252,708	0
long	7/27/20	6/20/22	693		ASML	100	6	40,114.729	64,983.913		24,869.184	62	401,923	29
short	6/20/22	6/27/22	7		Adyen	100	2	176,028.593	203,653.272	148,403.914	-27,624.679	-16	346,674	-100
long	6/27/22	7/11/22	14		BAT	100	58	5,941.372	5,534.289		-407.083	-7	323,063	-84
short	7/11/22	7/25/22	14		Adidas	100	14	22,551.844	24,597.035	20,506.653	-2,045.191	-9	294,430	-92
long	7/25/22	9/05/22	42		Novo Nordisk	100	37	7,854.981	7,347.876		-507.105	-6	275,668	-44
short	9/05/22	11/07/22	63		Adidas	100	13	20,270.501	16,880.956	24,340.635	4,070.135	20	328,579	189
long	11/07/22	10/23/23	350		BP	100	388	846.782	974.826		128.043	15	378,260	16
short	10/23/23	10/30/23	7		Adyen	100	3	108,929.603	100,107.051	118,529.696	9,600.094	9	407,060	8,078
long	10/30/23	8/12/24	287		Novo Nordisk	100	28	14,358.721	20,750.704		6,391.983	45	586,036	60
accum	6/12/06	8/12/24	7308	days out of 7469 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	1/21/08	4/21/08	91	3,919.35	3,659.38	4,197.78	278.43	7.10
	short	4/28/08	6/23/08	56	3,667.94	2,286.39	5,884.30	2,216.36	60.43
	short	6/30/08	8/11/08	42	2,233.97	2,360.39	2,107.54	-126.42	-5.66
	short	9/08/08	3/30/09	203	2,336.94	867.17	6,297.83	3,960.89	169.49	336.84
Roche	long	12/19/11	10/20/14	1036	13,158.71	30,465.89		17,307.18	131.53
	long	2/11/19	3/02/20	385	29,958.29	35,493.89		5,535.60	18.48	174.31
ABB	long	6/26/06	1/21/08	574	1,422.52	2,314.65		892.13	62.71	62.71
ASML	long	6/22/20	6/29/20	7	38,817.60	38,988.78		171.18	0.44
	long	7/27/20	6/20/22	693	40,114.73	64,983.91		24,869.18	62.00	62.71
Novo Nordisk	long	9/06/10	8/08/11	336	739.56	858.65		119.09	16.10
	long	7/25/22	9/05/22	42	7,854.98	7,347.88		-507.10	-6.46
	long	10/30/23	8/12/24	287	14,358.72	20,750.70		6,391.98	44.52	56.95
Lloyds Bank	short	4/06/09	4/13/09	7	118.63	129.31	107.95	-10.68	-9.00
	short	8/08/11	12/19/11	133	42.21	28.37	62.79	20.58	48.77	35.37
Anheuser-Busch InBev	short	3/02/20	6/22/20	112	6,265.58	5,409.55	7,257.08	991.49	15.82	15.82
Credit Suisse	short	3/28/16	4/18/16	21	1,625.09	1,640.73	1,609.45	-15.64	-0.96
	short	4/25/16	5/16/16	21	1,681.70	1,493.39	1,893.74	212.05	12.61	11.53
BP	short	8/30/10	9/06/10	7	503.64	529.43	477.84	-25.80	-5.12
	long	11/07/22	10/23/23	350	846.78	974.83		128.04	15.12	9.22
Adidas	short	7/11/22	7/25/22	14	22,551.84	24,597.03	20,506.65	-2,045.19	-9.07
	short	9/05/22	11/07/22	63	20,270.50	16,880.96	24,340.64	4,070.13	20.08	9.19
Novartis	long	11/10/14	8/24/15	287	8,831.99	9,499.35		667.37	7.56	7.56
Intesa Sanpaolo	short	10/15/18	11/12/18	28	264.64	250.75	279.29	14.65	5.54	5.54
Imperial Brands	short	3/05/18	4/23/18	49	3,794.88	3,626.51	3,971.06	176.18	4.64	4.64
Deutsche Bank	long	4/13/09	8/30/10	504	3,972.34	4,194.41		222.07	5.59
	short	10/20/14	11/10/14	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	6/12/06	6/26/06	14	246.45	244.08	248.83	2.39	0.97	0.97
Airbus	short	6/29/20	7/27/20	28	7,665.86	7,667.55	7,664.16	-1.70	-0.02	-0.02
Rio Tinto	long	4/21/08	4/28/08	7	10,672.52	10,663.03		-9.50	-0.09
	long	6/23/08	6/30/08	7	10,467.67	10,510.69		43.02	0.41
	short	8/24/15	10/26/15	63	4,025.51	4,619.77	3,431.25	-594.26	-14.76
	short	12/14/15	12/28/15	14	3,388.09	3,593.63	3,182.56	-205.53	-6.07
	short	1/04/16	1/25/16	21	3,344.43	2,711.51	4,125.10	780.66	23.34	-0.93
Adyen	short	6/20/22	6/27/22	7	176,028.59	203,653.27	148,403.91	-27,624.68	-15.69
	short	10/23/23	10/30/23	7	108,929.60	100,107.05	118,529.70	9,600.09	8.81	-8.26
Bayer	short	12/10/18	2/11/19	63	7,817.97	8,504.34	7,131.59	-686.38	-8.78	-8.78
AstraZeneca	long	8/11/08	9/08/08	28	5,463.98	4,967.63		-496.34	-9.08
	long	3/30/09	4/06/09	7	3,294.67	3,535.06		240.39	7.30
	long	11/12/18	12/10/18	28	9,141.29	8,539.54		-601.75	-6.58	-8.87
LVMH	long	4/23/18	10/15/18	175	37,288.87	33,761.61		-3,527.26	-9.46	-9.46
SAP	long	10/26/15	12/14/15	49	9,380.24	9,238.67		-141.57	-1.51
	long	12/28/15	1/04/16	7	9,619.85	9,130.58		-489.27	-5.09
	long	1/25/16	3/28/16	63	9,328.19	8,995.97		-332.22	-3.56	-9.85
BAT	long	4/18/16	4/25/16	7	6,651.47	6,705.15		53.68	0.81
	long	5/16/16	3/05/18	658	6,610.55	6,207.39		-403.16	-6.10
	long	6/27/22	7/11/22	14	5,941.37	5,534.29		-407.08	-6.85	-11.83

Annotations

2/19/24	Stoxx 50	Component update: Glencore, ING and Munich Re replace Adidas, Adyen and Kering
9/14/23	Prosus	stock split 1:2.1796 (two-point-onesevenninesix for one)
9/13/23	Novo Nordisk	stock split 1:2 (two for one)
7/18/22	GlaxoSmithKline	demergers OTC business -> Haleon
9/24/18	Europe 50	Safran replaces Imperial Brands
5/31/17	Europe 50	Glencore replaces Syngenta (acquired by ChemChina)
10/04/16	AB InBev	acquisition of SAB Miller completed
9/19/16	Europe 50	Syngenta replaces Richemont
8/08/16	Europe 50	ASML and Vinci replace Credit Suisse and Deutsche Bank
9/21/15	Europe 50	Imperial Tobacco and Intesa Sanpaolo replace BHP Biliton and Glencore
9/14/15	Europe 50	complete analysis ex BHP Biliton, Glencore - in Imperial Tobacco, Intesa Sanpaolo
9/05/15	Europe 50	complete analysis
7/09/15	Europe 50	market adjustment to index: Novo Nordisk replaces Standard Chartered
9/22/14	Europe 50	BT Group and Prudential replace Ericsson and Tesco.


	is taking down something concerning