Share-o-matic - Portfolio

Mon, 15th Dec 2025, 22:44UTC

Assessment - Bayrischer Aktienindex in Pound sterling - 7/12/20 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/12/20	Δwk	13/07/20	prc diff	⇓ Δ21	⇓∅-RS
		BAX	729.224	12/08/24	-0.03	838.926		728.641	110.284	15.14	22.13
		Hensoldt	31.498	12/08/24	0.99	11.394					-na-
		Adtran Networks	17.368	12/08/24		6.447		5.551	0.896	16.15	13.16
		Stemmer Imaging	43.737	12/08/24	-0.21	17.697		15.607	2.090	13.39	9.89
		Atoss	123.483	12/08/24	0.74	60.014		48.207	11.807	24.49	47.38
		Mutares	28.416	12/08/24	0.16	14.840		9.002	5.838	64.86	56.96
		Krones	107.116	12/08/24	0.68	57.150		49.964	7.185	14.38	12.39
	L	Münchener Rück	399.365	12/08/24	1.01	217.686		208.688	8.999	4.31	9.28
		Nemetschek	79.473	12/08/24	0.52	52.558		57.623	-5.066	-8.79	-0.30
		CTS Eventim	70.016	12/08/24	-0.32	47.875		31.916	15.959	50.00	27.36
		Siemens	142.942	12/08/24	0.01	102.224		98.397	3.827	3.89	13.64
		Allianz	232.690	12/08/24		178.914		166.824	12.090	7.25	11.93
		Siemens Healthineers	45.720	12/08/24	0.08	36.549		38.503	-1.953	-5.07	3.77
		MTU Aero Engines	235.145	12/08/24	0.23	188.043		139.666	48.377	34.64	28.24
	L	SFC Energy	17.840	12/08/24	-0.71	14.385		15.138	-0.753	-4.97	35.86
		Rational	787.908	12/08/24	1.40	650.150		460.897	189.252	41.06	29.03
		Traton	24.278	12/08/24		20.864		16.080	4.783	29.75	34.40
		Scout24	62.333	12/08/24	0.51	56.695		64.967	-8.272	-12.73	-1.22
	S	BMW	71.817	12/08/24	-0.90	67.015		52.983	14.032	26.48	28.20
	L	Infineon	27.534	12/08/24	0.36	27.352		20.909	6.442	30.81	52.73
	L	AUTO1	7.388	12/08/24	0.18						-na-
		Synlab	10.057	12/08/24	1.10						-na-
	S	Vitesco Technologies	47.329	12/08/24	-0.10						-na-
	L	Siemens Energy	22.051	12/08/24	0.25	23.278					-na-
	L	WashTec	33.099	12/08/24	-0.27	37.554		35.097	2.457	7.00	4.65
		⇓instrument	freshest		⇓ Δday	7/12/20	Δwk	13/07/20	prc diff	⇓ Δ21	⇓∅-RS
		Wacker Neuson	12.767	12/08/24	-0.28	14.812		13.237	1.576	11.90	19.45
		Wacker Chemie	76.436	12/08/24	-0.33	97.159		63.021	34.138	54.17	67.32
		Adidas	193.135	12/08/24	-1.03	254.422		218.059	36.363	16.68	15.25
	S	Schaeffler	4.225	12/08/24	0.17	5.597		5.943	-0.346	-5.82	-5.34
		Morphosys	61.150	2/08/24		83.037		105.335	-22.298	-21.17	-10.71
	L	Cancom	27.606	12/08/24	-0.52	41.500		43.251	-1.751	-4.05	0.26
	L	Dermapharm	31.962	12/08/24	0.29	49.193		41.783	7.411	17.74	32.74
	S	Sixt	55.240	12/08/24	-2.49	91.567		65.688	25.879	39.40	43.17
	S	Siltronic	66.834	12/08/24	0.75	113.481		84.250	29.231	34.70	56.19
	L	Knaus Tabbert	29.143	12/08/24	-1.69	54.103					-na-
	L	Deutsche Pfandbrief	4.496	12/08/24	0.20	8.375		5.726	2.648	46.25	26.83
	L	Steico	24.415	12/08/24	0.56	46.374		33.700	12.674	37.61	56.07
		7C Solarparken	2.078	12/08/24	0.88	3.974		3.343	0.631	18.87	26.51
		Pro7-Sat1	5.292	12/08/24	0.17	11.548		8.877	2.671	30.09	26.35
	S	BayWa	12.548	12/08/24	0.44	28.052		26.131	1.921	7.35	15.19
	L	Umweltbank	5.128	12/08/24	-1.40	12.003		10.768	1.235	11.47	15.06
	L	Koenig & Bauer	8.702	12/08/24	-4.20	21.569		18.202	3.367	18.50	19.86
	L	Puma	31.653	12/08/24	-0.29	79.618		61.057	18.562	30.40	34.26
	S	Medigene	1.000	12/08/24	0.46	3.264		5.578	-2.313	-41.47	-17.54
		Patrizia Immobilien	6.501	12/08/24	1.27	23.278		20.229	3.049	15.07	22.31
BAX - 38 out of 43 instruments rated - 7/12/20 / 13/07/20 - 30 did rise, Market-Ratio(21) in GBP = 78.95 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	BAX RS = 21 - B/S = 64/61

4/01/21	scale up chart	1/07/24

Transactions Bayrischer Aktienindex in Pound sterling * A21 - 64/61 (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	16/10/06	126		MTU Aero Engines	100	622	16.057	20.701	11.414	-4.644	-29	7,112	-63
long	16/10/06	30/10/06	14		Wirecard	100	2,441	2.913	3.485		0.572	20	8,508	10,607
short	30/10/06	6/11/06	7		Phoenix Solar	100	949	8.961	9.090	8.831	-0.130	-1	8,384	-53
long	6/11/06	6/08/07	273		Wirecard	100	2,491	3.366	5.454		2.088	62	13,586	91
short	6/08/07	16/06/08	315		Patrizia Immobilien	100	1,656	8.201	2.804	23.986	15.785	192	39,726	247
long	16/06/08	23/06/08	7		Phoenix Solar	100	1,069	37.133	38.005		0.872	2	40,658	235
short	23/06/08	27/04/09	308		Pro7-Sat1	100	8,384	4.849	1.651	14.245	9.396	194	119,432	259
long	27/04/09	18/05/09	21		Steico	100	47,283	2.526	3.111		0.585	23	147,105	3,642
short	18/05/09	15/06/09	28		Grammer	100	34,840	4.222	4.645	3.800	-0.423	-10	132,375	-75
long	15/06/09	6/07/09	21		Pro7-Sat1	100	36,804	3.597	3.338		-0.259	-7	122,854	-73
short	6/07/09	13/07/09	7		Grammer	100	27,340	4.493	4.599	4.388	-0.105	-2	119,973	-71
long	13/07/09	8/02/10	210		Infineon	100	54,831	2.188	3.458		1.270	58	189,591	122
short	8/02/10	1/03/10	21		Phoenix Solar	100	7,551	25.107	25.469	24.746	-0.362	-1	186,861	-22
long	1/03/10	24/05/10	84		Pro7-Sat1	100	18,956	9.857	10.463		0.606	6	198,343	30
short	24/05/10	7/06/10	14		Phoenix Solar	100	8,491	23.357	22.378	24.379	1.022	4	207,020	205
long	7/06/10	23/08/10	77		Cancom	100	92,236	2.244	2.881		0.637	28	265,756	227
short	23/08/10	13/09/10	21		Phoenix Solar	100	11,122	23.894	23.538	24.256	0.362	2	269,778	30
long	13/09/10	30/05/11	259		Grammer	100	21,356	12.632	15.221		2.589	20	325,068	30
short	30/05/11	6/06/11	7		Phoenix Solar	100	24,259	13.400	15.058	11.742	-1.658	-12	284,844	-100
long	6/06/11	13/06/11	7		Zooplus	100	6,850	41.582	43.152		1.570	4	295,596	590
short	13/06/11	2/01/12	203		Phoenix Solar	100	19,840	14.899	2.075	106.954	92.055	618	2,121,965	3,361
long	2/01/12	9/01/12	7		Wirecard	100	199,205	10.652	10.894		0.242	2	2,170,236	223
short	9/01/12	16/01/12	7		Phoenix Solar	100	1,235,917	1.756	1.895	1.617	-0.139	-8	1,998,107	-99
long	16/01/12	18/06/12	154		Wirecard	100	183,739	10.875	12.066		1.192	11	2,217,090	28
short	18/06/12	29/10/12	133		Phoenix Solar	100	1,721,984	1.288	0.828	2.003	0.715	56	3,448,791	236
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	29/10/12	24/06/13	238		KUKA	100	183,601	18.784	27.076		8.291	44	4,971,116	75
short	24/06/13	1/07/13	7		SFC Energy	100	1,229,933	4.042	3.977	4.108	0.066	2	5,052,445	133
long	1/07/13	14/04/14	287		Morphosys	100	133,829	37.753	48.149		10.396	28	6,443,691	36
short	14/04/14	21/04/14	7		Adtran Networks	100	2,434,669	2.647	2.636	2.657	0.010	0	6,468,674	22
long	21/04/14	5/05/14	14		Sixt	100	272,248	23.760	23.762		0.002	0	6,469,168	0
short	5/05/14	9/06/14	35		Adtran Networks	100	2,457,890	2.632	2.585	2.680	0.048	2	6,586,163	21
long	9/06/14	16/06/14	7		Cancom	100	412,468	15.968	14.707		-1.260	-8	6,066,286	-99
short	16/06/14	23/06/14	7		Adtran Networks	100	2,420,423	2.506	2.473	2.540	0.034	1	6,147,633	100
long	23/06/14	14/07/14	21		Wacker Neuson	100	464,458	13.236	13.688		0.452	3	6,357,479	79
short	14/07/14	28/07/14	14		Phoenix Solar	100	2,846,095	2.234	1.567	3.185	0.951	43	9,063,960	> 999,999
long	28/07/14	4/08/14	7		Nemetschek	100	1,802,668	5.028	4.876		-0.152	-3	8,790,016	-80
short	4/08/14	29/12/14	147		Phoenix Solar	100	6,000,731	1.465	1.224	1.753	0.288	20	10,521,083	56
long	29/12/14	27/07/15	210		KUKA	100	226,561	46.438	52.997		6.559	14	12,007,152	26
short	27/07/15	9/11/15	105		Grammer	100	641,291	18.723	16.838	20.820	2.097	11	13,351,888	45
long	9/11/15	16/11/15	7		Adtran Networks	100	1,848,719	7.222	7.403		0.180	2	13,685,312	262
short	16/11/15	23/11/15	7		Leoni	100	560,524	24.415	25.318	23.512	-0.903	-4	13,179,277	-86
long	23/11/15	14/12/15	21		Adtran Networks	100	1,691,140	7.793	7.159		-0.635	-8	12,106,234	-77
short	14/12/15	4/07/16	203		Leoni	100	501,668	24.132	20.974	27.765	3.633	15	13,928,928	29
long	4/07/16	18/07/16	14		Koenig & Bauer	100	383,808	36.291	37.201		0.910	3	14,278,242	91
short	18/07/16	25/07/16	7		Siltronic	100	1,177,754	12.123	12.259	11.987	-0.136	-1	14,117,974	-44
long	25/07/16	1/08/16	7		Koenig & Bauer	100	338,253	41.738	41.959		0.221	1	14,192,797	32
short	1/08/16	21/11/16	112		Telefonica D	100	4,531,558	3.132	3.037	3.230	0.098	3	14,636,934	11
long	21/11/16	5/12/16	14		Siltronic	100	467,801	31.289	35.477		4.188	13	16,596,316	2,545
short	5/12/16	2/01/17	28		SFC Energy	100	8,843,981	1.877	1.678	2.098	0.222	12	18,557,327	329
long	2/01/17	5/03/18	427		Siltronic	100	486,237	38.165	107.543		69.378	182	52,291,290	142
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	5/03/18	7/05/18	63		Umweltbank	100	5,880,645	8.892	8.568	9.229	0.337	4	54,271,302	24
long	7/05/18	14/05/18	7		SFC Energy	100	7,124,368	7.618	7.643		0.025	0	54,452,729	19
short	14/05/18	30/07/18	77		Osram Licht	100	1,225,030	44.450	33.491	58.995	14.545	33	72,270,406	283
long	30/07/18	6/08/18	7		Wirecard	100	506,358	142.726	148.337		5.611	4	75,111,772	647
short	6/08/18	15/04/19	252		Osram Licht	100	2,118,647	35.453	28.231	44.522	9.070	26	94,327,284	39
long	15/04/19	10/06/19	56		Adtran Networks	100	11,475,463	8.220	6.143		-2.077	-25	70,492,030	-85
short	10/06/19	8/07/19	28		Leoni	100	5,848,072	12.054	12.348	11.760	-0.294	-2	68,771,579	-28
long	8/07/19	15/07/19	7		SFC Energy	100	6,164,360	11.156	11.337		0.181	2	69,888,311	132
short	15/07/19	4/11/19	112		Leoni	100	5,846,514	11.954	10.377	13.770	1.816	15	80,505,329	59
long	4/11/19	25/11/19	21		va-Q-tec	100	8,711,198	9.242	10.159		0.917	10	88,495,258	418
short	25/11/19	16/12/19	21		STS	100	20,720,221	4.271	4.008	4.552	0.281	7	94,310,159	202
long	16/12/19	2/03/20	77		va-Q-tec	100	7,914,397	11.916	9.652		-2.264	-19	76,392,027	-63
short	2/03/20	3/08/20	154		Koenig & Bauer	100	4,176,413	18.291	17.091	19.577	1.285	7	81,759,556	17
long	3/08/20	26/10/20	84		Steico	100	2,306,965	35.440	41.627		6.186	17	96,031,387	101
short	26/10/20	9/11/20	14		Leoni	100	21,009,865	4.571	5.372	3.769	-0.801	-18	79,192,485	-99
long	9/11/20	6/09/21	301		va-Q-tec	100	2,985,687	26.524	24.321		-2.203	-8	72,616,285	-10
short	6/09/21	6/02/23	518		Morphosys	100	1,757,562	41.316	16.989	100.480	59.163	143	177m	87
long	6/02/23	5/06/23	119		va-Q-tec	100	8,033,415	21.983	18.864		-3.119	-14	152m	-37
short	5/06/23	18/08/23	74		Leoni	100	626,091,850	0.242	0.034	1.706	1.464	605	1,068m	> 999,999
18/08/23		19/02/24	185		- cash -
long	19/02/24	1/07/24	133		Morphosys	100	19,059,244	56.042	57.357		1.315	2	1,093m	7
short	1/07/24	12/08/24	42		Medigene	100	1155,520,103	0.946	0.933	0.959	0.013	1	1,108m	12
accum	12/06/06	12/08/24	6941	days out of 7287 invested (95%)							11,080,182		1,108m	84

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Phoenix Solar	short	30/10/06	6/11/06	7	8.96	9.09	8.83	-0.13	-1.45
	long	16/06/08	23/06/08	7	37.13	38.01		0.87	2.35
	short	8/02/10	1/03/10	21	25.11	25.47	24.75	-0.36	-1.44
	short	24/05/10	7/06/10	14	23.36	22.38	24.38	1.02	4.38
	short	23/08/10	13/09/10	21	23.89	23.54	24.26	0.36	1.51
	short	30/05/11	6/06/11	7	13.40	15.06	11.74	-1.66	-12.37
	short	13/06/11	2/01/12	203	14.90	2.08	106.95	92.05	617.87
	short	9/01/12	16/01/12	7	1.76	1.90	1.62	-0.14	-7.93
	short	18/06/12	29/10/12	133	1.29	0.83	2.00	0.72	55.55
	short	14/07/14	28/07/14	14	2.23	1.57	3.18	0.95	42.57
	short	4/08/14	29/12/14	147	1.46	1.22	1.75	0.29	19.69	1,519.35
Leoni	short	16/11/15	23/11/15	7	24.42	25.32	23.51	-0.90	-3.70
	short	14/12/15	4/07/16	203	24.13	20.97	27.77	3.63	15.06
	short	10/06/19	8/07/19	28	12.05	12.35	11.76	-0.29	-2.44
	short	15/07/19	4/11/19	112	11.95	10.38	13.77	1.82	15.19
	short	26/10/20	9/11/20	14	4.57	5.37	3.77	-0.80	-17.53
	short	5/06/23	18/08/23	74	0.24	0.03	1.71	1.46	604.84	623.76
Morphosys	long	1/07/13	14/04/14	287	37.75	48.15		10.40	27.54
	short	6/09/21	6/02/23	518	41.32	16.99	100.48	59.16	143.20
	long	19/02/24	1/07/24	133	56.04	57.36		1.31	2.35	217.44
Siltronic	short	18/07/16	25/07/16	7	12.12	12.26	11.99	-0.14	-1.12
	long	21/11/16	5/12/16	14	31.29	35.48		4.19	13.39
	long	2/01/17	5/03/18	427	38.17	107.54		69.38	181.78	215.92
Patrizia Immobilien	short	6/08/07	16/06/08	315	8.20	2.80	23.99	15.78	192.47	192.47
Pro7-Sat1	short	23/06/08	27/04/09	308	4.85	1.65	14.25	9.40	193.75
	long	15/06/09	6/07/09	21	3.60	3.34		-0.26	-7.19
	long	1/03/10	24/05/10	84	9.86	10.46		0.61	6.14	189.37
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Wirecard	long	16/10/06	30/10/06	14	2.91	3.48		0.57	19.63
	long	6/11/06	6/08/07	273	3.37	5.45		2.09	62.04
	long	2/01/12	9/01/12	7	10.65	10.89		0.24	2.27
	long	16/01/12	18/06/12	154	10.87	12.07		1.19	10.96
	long	30/07/18	6/08/18	7	142.73	148.34		5.61	3.93	128.64
Osram Licht	short	14/05/18	30/07/18	77	44.45	33.49	58.99	14.54	32.72
	short	6/08/18	15/04/19	252	35.45	28.23	44.52	9.07	25.58	66.67
KUKA	long	29/10/12	24/06/13	238	18.78	27.08		8.29	44.14
	long	29/12/14	27/07/15	210	46.44	53.00		6.56	14.12	64.50
Infineon	long	13/07/09	8/02/10	210	2.19	3.46		1.27	58.03	58.03
Steico	long	27/04/09	18/05/09	21	2.53	3.11		0.59	23.17
	long	3/08/20	26/10/20	84	35.44	41.63		6.19	17.46	44.67
Cancom	long	7/06/10	23/08/10	77	2.24	2.88		0.64	28.37
	long	9/06/14	16/06/14	7	15.97	14.71		-1.26	-7.89	18.24
Grammer	short	18/05/09	15/06/09	28	4.22	4.65	3.80	-0.42	-10.01
	short	6/07/09	13/07/09	7	4.49	4.60	4.39	-0.11	-2.35
	long	13/09/10	30/05/11	259	12.63	15.22		2.59	20.50
	short	27/07/15	9/11/15	105	18.72	16.84	20.82	2.10	11.20	17.75
SFC Energy	short	24/06/13	1/07/13	7	4.04	3.98	4.11	0.07	1.64
	short	5/12/16	2/01/17	28	1.88	1.68	2.10	0.22	11.82
	long	7/05/18	14/05/18	7	7.62	7.64		0.03	0.33
	long	8/07/19	15/07/19	7	11.16	11.34		0.18	1.62	15.88
Koenig & Bauer	long	4/07/16	18/07/16	14	36.29	37.20		0.91	2.51
	long	25/07/16	1/08/16	7	41.74	41.96		0.22	0.53
	short	2/03/20	3/08/20	154	18.29	17.09	19.58	1.29	7.03	10.29
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
STS	short	25/11/19	16/12/19	21	4.27	4.01	4.55	0.28	6.57	6.57
Umweltbank	short	5/03/18	7/05/18	63	8.89	8.57	9.23	0.34	3.79	3.79
Zooplus	long	6/06/11	13/06/11	7	41.58	43.15		1.57	3.77	3.77
Wacker Neuson	long	23/06/14	14/07/14	21	13.24	13.69		0.45	3.41	3.41
Telefonica D	short	1/08/16	21/11/16	112	3.13	3.04	3.23	0.10	3.13	3.13
Medigene	short	1/07/24	12/08/24	42	0.95	0.93	0.96	0.01	1.36	1.36
Sixt	long	21/04/14	5/05/14	14	23.76	23.76		0.00	0.01	0.01
Nemetschek	long	28/07/14	4/08/14	7	5.03	4.88		-0.15	-3.02	-3.02
Adtran Networks	short	14/04/14	21/04/14	7	2.65	2.64	2.66	0.01	0.39
	short	5/05/14	9/06/14	35	2.63	2.59	2.68	0.05	1.81
	short	16/06/14	23/06/14	7	2.51	2.47	2.54	0.03	1.34
	long	9/11/15	16/11/15	7	7.22	7.40		0.18	2.50
	long	23/11/15	14/12/15	21	7.79	7.16		-0.63	-8.14
	long	15/04/19	10/06/19	56	8.22	6.14		-2.08	-25.27	-27.12
MTU Aero Engines	short	12/06/06	16/10/06	126	16.06	20.70	11.41	-4.64	-28.92	-28.92
va-Q-tec	long	4/11/19	25/11/19	21	9.24	10.16		0.92	9.92
	long	16/12/19	2/03/20	77	11.92	9.65		-2.26	-19.00
	long	9/11/20	6/09/21	301	26.52	24.32		-2.20	-8.30
	long	6/02/23	5/06/23	119	21.98	18.86		-3.12	-14.19	-29.94

Annotations

12/08/24	Morphosys	acquired by Novartis
28/06/19	Nemetschek	splits1:3 (three for one)
11/06/19	Puma	splits 1:10 (ten for one)
16/07/18	Cancom	stock split 1:2 (another one for one)
18/09/17	Umweltbank	stock split 1:5 (five for one)
20/03/17	BAX	GFK drops out (acquired by KKR)
16/12/16	Medigene	return
10/10/16	Chorus	acquired by Capital Stage - deletion
4/06/16	Schaeffler	moves from SDAX to MDAX (2016-06-20)
10/03/16	WashTec	recording started (SDAX)
9/03/16	Pro7-Sat1	moves from MDAX to DAX
8/02/16	BayX40	complete analysis
21/12/15	Scout24	entry (SDAX)
	Schaeffler	entry (SDAX)
	Siltronic	recording started
4/09/15	Deutsche Pfandbrief	recording started (MDAX)
30/06/15	Nemetschek	stock split 1:4 (four for one)
21/06/15	Koenig & Bauer	returns to SDAX
	Adva	returns to TecDAX
1/04/15	CTS Eventim	promotion from SDAX to MDAX replacing TUI


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