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Assessment - STOXX Europe 50 in Dollar - 23/12/19 - RS = 22

historical assessment - show freshest

		instrument	freshest		⇓ Δday	23/12/19	⇓ Δwk	22/07/19	prc diff	⇓ Δ22	⇓∅-RS
		Stoxx 50	4,817.827	12/08/24	-0.16	3,802.586		3,578.030	224.556	6.28	8.90
	L	ABB	46.402	12/08/24	0.55	24.042		18.935	5.107	26.97	22.45
	S	Air Liquide	179.994	12/08/24	-0.79	140.236		137.908	2.328	1.69	7.33
		Airbus	148.343	12/08/24	-0.45	147.256		146.608	0.648	0.44	13.00
		Allianz	283.798	12/08/24		244.650		240.497	4.152	1.73	7.22
		Anheuser-Busch InBev	61.218	12/08/24	-0.47	82.345		94.741	-12.397	-13.08	-1.96
		ASML	870.137	12/08/24	0.08	295.443		226.707	68.736	30.32	42.07
	L	AstraZeneca	16,537.086	12/08/24	0.63	10,023.182		7,962.217	2,060.965	25.88	21.58
		Axa	35.877	12/08/24	-0.77	28.158		26.376	1.782	6.76	11.91
		Banco Santander	4.535	12/08/24	-0.24	4.175		4.472	-0.296	-6.63	-5.85
	S	BASF	45.780	12/08/24	-0.22	74.903		68.685	6.218	9.05	3.64
	L	BAT	3,624.443	12/08/24		4,249.436		3,824.485	424.951	11.11	16.20
	L	Bayer	28.790	12/08/24	-0.04	81.624		66.824	14.800	22.15	15.62
		BNP Paribas	65.709	12/08/24		58.900		47.085	11.815	25.09	19.54
		BP	568.834	12/08/24	1.35	632.822		652.702	-19.880	-3.05	-5.12
		Deutsche Post	39.969	12/08/24	-0.36	37.723		33.047	4.676	14.15	16.64
	L	Deutsche Telekom	27.426	12/08/24	0.49	16.325		16.482	-0.157	-0.95	-2.95
	S	Diageo	3,172.196	12/08/24	1.03	4,176.973		4,218.228	-41.255	-0.98	3.60
		Enel	7.140	12/08/24	0.44	7.957		7.033	0.924	13.14	19.24
		EssilorLuxottica	229.900	12/08/24	-0.58	153.211		133.479	19.732	14.78	17.03
		Glencore	530.856	12/08/24	1.27	304.797		339.829	-35.032	-10.31	-10.76
		GSK	2,034.139	12/08/24	0.42	2,365.851		2,080.123	285.729	13.74	14.61
		Hermes International	2,224.694	12/08/24	-0.50	750.363		722.277	28.086	3.89	12.38
	L	HSBC	833.195	12/08/24	0.22	775.095		826.922	-51.827	-6.27	-3.26
	L	Iberdrola	13.425	12/08/24	0.29	10.292		9.548	0.744	7.79	11.28
		instrument	freshest		⇓ Δday	23/12/19	⇓ Δwk	22/07/19	prc diff	⇓ Δ22	⇓∅-RS
		ING Groep	16.893	12/08/24	0.21	11.986		11.290	0.696	6.16	5.14
		L´Oreal	417.712	12/08/24	-1.59	294.223		280.636	13.587	4.84	11.00
	S	LVMH	704.339	12/08/24	-0.14	458.912		431.438	27.475	6.37	21.27
	S	Mercedes-Benz	63.746	12/08/24	-0.57	55.213		51.620	3.593	6.96	-0.20
	L	Münchener Rück	487.082	12/08/24	1.01	295.776		250.476	45.300	18.09	19.81
	S	National Grid	1,266.032	12/08/24	-0.04	1,249.598		1,040.205	209.393	20.13	16.03
	L	Nestlé	90.377	12/08/24	-0.40	108.689		104.524	4.166	3.99	10.38
	L	Novartis	98.636	12/08/24	0.16	95.027		94.216	0.811	0.86	14.34
		Novo Nordisk	132.535	12/08/24	-2.80	29.011		24.302	4.709	19.38	14.97
	L	Prosus	36.431	12/08/24	1.77	33.814					-na-
		Reckitt Benckiser	5,408.844	12/08/24		8,030.451		8,211.816	-181.366	-2.21	2.68
		RELX	4,569.049	12/08/24	0.57	2,483.798		2,423.609	60.189	2.48	8.62
	L	Richemont	130.713	12/08/24	1.22	78.224		87.371	-9.147	-10.47	4.30
		Rio Tinto	6,394.858	12/08/24	0.56	5,899.263		6,012.847	-113.584	-1.89	7.03
	L	Roche	283.245	12/08/24	0.25	321.684		269.610	52.074	19.31	16.70
		Safran	213.154	12/08/24	-0.18	156.205		149.400	6.806	4.56	10.12
		Sanofi	106.100	12/08/24	-0.60	100.599		84.550	16.050	18.98	15.76
		SAP	209.937	12/08/24	-0.33	133.925		124.722	9.203	7.38	12.32
		Schneider Electric	234.280	12/08/24	0.38	102.363		85.772	16.591	19.34	23.67
		Shell	36.625	12/08/24	0.93	29.250		31.893	-2.642	-8.28	-3.77
		Siemens	174.338	12/08/24	0.01	130.332		111.559	18.773	16.83	15.56
		TotalEnergies	68.449	12/08/24	0.60	54.736		54.036	0.699	1.29	2.02
		UBS	25.337	12/08/24	0.44	12.480		12.029	0.451	3.75	3.86
	L	Unilever Plc	6,099.830	12/08/24	-0.34	5,731.045		6,277.422	-546.377	-8.70	-1.69
	S	Vinci	113.841	12/08/24	-0.77	110.458		104.249	6.209	5.96	10.72
		instrument	freshest		⇓ Δday	23/12/19	⇓ Δwk	22/07/19	prc diff	⇓ Δ22	⇓∅-RS
	L	Zurich Insurance	473.809	12/08/24	0.85	410.287		353.437	56.850	16.09	19.13
Europe 50 - 49 out of 50 instruments rated - 23/12/19 / 22/07/19 - 37 did rise, Market-Ratio(22) in USD = 75.51 %

Technical Chart

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

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

Transactions STOXX Europe 50 in Dollar * 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	4,624	2.162	2.094	2.232	0.070	3	10,324	129
long	26/06/06	21/01/08	574		ABB	100	845	12.207	21.665		9.458	77	18,315	44
short	21/01/08	21/04/08	91		UBS	100	499	36.684	35.295	38.128	1.444	4	19,036	17
long	21/04/08	28/04/08	7		Rio Tinto	100	184	102.938	102.115		-0.823	-1	18,885	-34
short	28/04/08	23/06/08	56		UBS	100	537	35.126	21.301	57.924	22.798	65	31,127	2,505
long	23/06/08	30/06/08	7		Rio Tinto	100	319	97.522	99.043		1.521	2	31,612	124
short	30/06/08	11/08/08	42		UBS	100	1,501	21.051	21.417	20.684	-0.367	-2	31,062	-14
long	11/08/08	8/09/08	28		AstraZeneca	100	626	49.578	46.100		-3.478	-7	28,885	-61
short	8/09/08	30/03/09	203		UBS	100	1,331	21.687	8.860	53.082	31.395	145	70,671	400
long	30/03/09	6/04/09	7		AstraZeneca	100	2,099	33.664	35.243		1.580	5	73,987	993
short	6/04/09	13/04/09	7		Lloyds Bank	100	62,558	1.183	1.290	1.076	-0.107	-9	67,281	-99
long	13/04/09	30/08/10	504		Deutsche Bank	100	1,697	39.624	49.221		9.597	24	83,568	17
short	30/08/10	6/09/10	7		BP	100	14,139	5.910	6.281	5.540	-0.370	-6	78,331	-97
long	6/09/10	8/08/11	336		Novo Nordisk	100	8,928	8.773	10.958		2.184	25	97,832	27
short	8/08/11	19/12/11	133		Lloyds Bank	100	181,632	0.539	0.365	0.795	0.257	48	144,470	191
long	19/12/11	20/10/14	1036		Roche	100	853	169.180	284.848		115.668	68	243,135	20
short	20/10/14	10/11/14	21		Deutsche Bank	100	8,817	27.573	26.790	28.380	0.806	3	250,246	65
long	10/11/14	24/08/15	287		Novartis	100	3,253	76.924	80.211		3.287	4	260,937	5
short	24/08/15	26/10/15	63		Rio Tinto	100	7,676	33.991	38.176	29.805	-4.185	-12	228,811	-53
long	26/10/15	14/12/15	49		SAP	100	2,951	77.515	76.278		-1.237	-2	225,160	-11
short	14/12/15	28/12/15	14		Rio Tinto	100	8,049	27.973	29.853	26.094	-1.879	-7	210,033	-84
long	28/12/15	4/01/16	7		SAP	100	2,628	79.913	76.445		-3.468	-4	200,920	-90
short	4/01/16	25/01/16	21		Rio Tinto	100	7,175	28.001	22.920	34.208	6.207	22	245,457	3,146
long	25/01/16	28/03/16	63		SAP	100	3,112	78.851	79.305		0.455	1	246,872	3
short	28/03/16	18/04/16	21		Credit Suisse	100	17,232	14.326	15.076	13.577	-0.750	-5	233,956	-61
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	3,828	61.117	60.290		-0.827	-1	230,790	-51
short	25/04/16	16/05/16	21		Credit Suisse	100	15,262	15.121	13.694	16.697	1.576	10	254,845	460
long	16/05/16	5/03/18	658		BAT	100	4,204	60.615	58.436		-2.179	-4	245,683	-2
short	5/03/18	23/04/18	49		Imperial Brands	100	6,877	35.725	33.360	38.257	2.532	7	263,096	67
long	23/04/18	15/10/18	175		LVMH	100	766	343.022	302.075		-40.946	-12	231,731	-23
short	15/10/18	12/11/18	28		Intesa Sanpaolo	100	97,868	2.368	2.204	2.544	0.176	7	248,929	154
long	12/11/18	10/12/18	28		AstraZeneca	100	3,097	80.356	75.459		-4.897	-6	233,763	-56
short	10/12/18	11/02/19	63		Bayer	100	3,383	69.083	77.020	61.146	-7.937	-11	206,912	-51
long	11/02/19	2/03/20	385		Roche	100	762	271.318	328.913		57.595	21	250,799	20
short	2/03/20	22/06/20	112		Anheuser-Busch InBev	100	4,319	58.062	50.637	66.575	8.514	15	287,570	56
long	22/06/20	29/06/20	7		ASML	100	791	363.356	361.860		-1.496	0	286,387	-19
short	29/06/20	27/07/20	28		Airbus	100	4,025	71.148	72.847	69.449	-1.699	-2	279,547	-27
long	27/07/20	20/06/22	693		ASML	100	733	381.117	481.315		100.198	26	352,992	13
short	20/06/22	27/06/22	7		Adyen	100	270	1,303.788	1,504.988	1,102.587	-201.201	-15	298,668	-100
long	27/06/22	11/07/22	14		BAT	100	6,802	43.906	40.282		-3.624	-8	274,015	-89
short	11/07/22	25/07/22	14		Adidas	100	1,669	164.147	179.961	148.332	-15.815	-10	247,620	-93
long	25/07/22	5/09/22	42		Novo Nordisk	100	4,308	57.470	52.299		-5.171	-9	225,344	-56
short	5/09/22	7/11/22	63		Adidas	100	1,561	144.277	115.283	180.562	36.286	25	281,986	267
long	7/11/22	23/10/23	350		BP	100	48,762	5.783	6.513		0.730	13	317,581	13
short	23/10/23	30/10/23	7		Adyen	100	436	727.757	671.835	788.335	60.578	8	343,992	6,366
long	30/10/23	12/08/24	287		Novo Nordisk	100	3,569	96.364	128.428		32.064	33	458,430	44
accum	12/06/06	12/08/24	7307	days out of 7468 invested (98%)							4,484		458,430	21

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	36.68	35.30	38.13	1.44	3.94
	short	28/04/08	23/06/08	56	35.13	21.30	57.92	22.80	64.90
	short	30/06/08	11/08/08	42	21.05	21.42	20.68	-0.37	-1.74
	short	8/09/08	30/03/09	203	21.69	8.86	53.08	31.39	144.76	312.20
Roche	long	19/12/11	20/10/14	1036	169.18	284.85		115.67	68.37
	long	11/02/19	2/03/20	385	271.32	328.91		57.60	21.23	104.11
ABB	long	26/06/06	21/01/08	574	12.21	21.66		9.46	77.48	77.48
Novo Nordisk	long	6/09/10	8/08/11	336	8.77	10.96		2.18	24.90
	long	25/07/22	5/09/22	42	57.47	52.30		-5.17	-9.00
	long	30/10/23	12/08/24	287	96.36	128.43		32.06	33.27	51.48
Lloyds Bank	short	6/04/09	13/04/09	7	1.18	1.29	1.08	-0.11	-9.06
	short	8/08/11	19/12/11	133	0.54	0.36	0.80	0.26	47.67	34.29
Deutsche Bank	long	13/04/09	30/08/10	504	39.62	49.22		9.60	24.22
	short	20/10/14	10/11/14	21	27.57	26.79	28.38	0.81	2.92	27.85
ASML	long	22/06/20	29/06/20	7	363.36	361.86		-1.50	-0.41
	long	27/07/20	20/06/22	693	381.12	481.32		100.20	26.29	25.77
Anheuser-Busch InBev	short	2/03/20	22/06/20	112	58.06	50.64	66.58	8.51	14.66	14.66
Adidas	short	11/07/22	25/07/22	14	164.15	179.96	148.33	-15.81	-9.63
	short	5/09/22	7/11/22	63	144.28	115.28	180.56	36.29	25.15	13.09
Intesa Sanpaolo	short	15/10/18	12/11/18	28	2.37	2.20	2.54	0.18	7.42	7.42
Imperial Brands	short	5/03/18	23/04/18	49	35.72	33.36	38.26	2.53	7.09	7.09
BP	short	30/08/10	6/09/10	7	5.91	6.28	5.54	-0.37	-6.27
	long	7/11/22	23/10/23	350	5.78	6.51		0.73	12.62	5.56
Credit Suisse	short	28/03/16	18/04/16	21	14.33	15.08	13.58	-0.75	-5.23
	short	25/04/16	16/05/16	21	15.12	13.69	16.70	1.58	10.42	4.65
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Novartis	long	10/11/14	24/08/15	287	76.92	80.21		3.29	4.27	4.27
Vodafone	short	12/06/06	26/06/06	14	2.16	2.09	2.23	0.07	3.24	3.24
Rio Tinto	long	21/04/08	28/04/08	7	102.94	102.11		-0.82	-0.80
	long	23/06/08	30/06/08	7	97.52	99.04		1.52	1.56
	short	24/08/15	26/10/15	63	33.99	38.18	29.81	-4.19	-12.31
	short	14/12/15	28/12/15	14	27.97	29.85	26.09	-1.88	-6.72
	short	4/01/16	25/01/16	21	28.00	22.92	34.21	6.21	22.17	0.68
Airbus	short	29/06/20	27/07/20	28	71.15	72.85	69.45	-1.70	-2.39	-2.39
SAP	long	26/10/15	14/12/15	49	77.51	76.28		-1.24	-1.60
	long	28/12/15	4/01/16	7	79.91	76.45		-3.47	-4.34
	long	25/01/16	28/03/16	63	78.85	79.31		0.45	0.58	-5.32
Adyen	short	20/06/22	27/06/22	7	1,303.79	1,504.99	1,102.59	-201.20	-15.43
	short	23/10/23	30/10/23	7	727.76	671.83	788.34	60.58	8.32	-8.39
AstraZeneca	long	11/08/08	8/09/08	28	49.58	46.10		-3.48	-7.02
	long	30/03/09	6/04/09	7	33.66	35.24		1.58	4.69
	long	12/11/18	10/12/18	28	80.36	75.46		-4.90	-6.09	-8.58
Bayer	short	10/12/18	11/02/19	63	69.08	77.02	61.15	-7.94	-11.49	-11.49
LVMH	long	23/04/18	15/10/18	175	343.02	302.08		-40.95	-11.94	-11.94
BAT	long	18/04/16	25/04/16	7	61.12	60.29		-0.83	-1.35
	long	16/05/16	5/03/18	658	60.62	58.44		-2.18	-3.60
	long	27/06/22	11/07/22	14	43.91	40.28		-3.62	-8.25	-12.75

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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