Share-o-matic - Portfolio

Sat, Nov 7th, 2026, 16:24UTC

Assessment - Portuguese Stock Index 20 in Dollar - 11/28/22 - RS = 12

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	11/28/22	⇓ Δwk	9/05/22	prc diff	⇓ Δ12	∅-RS
		PSI 20	6,780.764	8/12/24	0.09	6,017.936		5,966.178	51.758	0.87	-1.61
		Semapa	14.789	8/12/24	0.56	14.789		13.673	1.117	8.17	9.19
		Galp Energia	19.712	8/12/24	0.16	11.857		11.228	0.629	5.60	8.45
		Greenvolt	8.636	8/12/24	0.60	8.139		9.062	-0.923	-10.18	6.59
		The Navigator	3.736	8/12/24	0.84	3.971		3.818	0.154	4.03	3.23
		NOS	3.568	8/12/24	0.58	4.009		3.639	0.370	10.17	3.29
		Jerónimo Martins	16.775	8/12/24	0.81	22.153		21.900	0.253	1.16	2.43
	L	EDP Renováveis	14.490	8/12/24	-0.92	22.908		23.957	-1.048	-4.38	-1.49
		Banco Comercial	0.391	8/12/24	0.16	0.157		0.145	0.012	8.43	-1.76
		Mota-Engil	3.487	8/12/24	0.30	1.272		1.204	0.068	5.63	-3.01
	L	Energias de Portugal	3.807	8/12/24	-0.43	4.538		4.770	-0.232	-4.87	-6.06
	L	Altri	4.902	8/12/24	-0.04	5.642		5.405	0.236	4.37	-6.87
	L	Redes Energéticas	2.430	8/12/24	-0.42	2.622		2.628	-0.006	-0.24	-7.01
		Sonae	0.942	8/12/24	0.77	0.983		0.998	-0.015	-1.51	-7.54
		Corticeira Amorim	9.236	8/12/24		9.308		9.907	-0.599	-6.04	-12.17
		CTT-Correios	4.333	8/12/24	0.24	3.273		3.229	0.044	1.36	-14.40
PSI 20 - 15 out of 15 instruments rated - 11/28/22 / 9/05/22 - 9 did rise, Market-Ratio(12) in USD = 60.00 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	PSI 20 RS = 12 - B/S = 80/76

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

Transactions Portuguese Stock Index 20 in Dollar * L12 - 80/76 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		1/09/06	7		- cash -
long	1/09/06	5/08/06	119		Semapa	100	1,124	8.895	11.110	2.215	25	12,489	98
5/08/06		8/14/06	98		- cash -
	8/14/06	8/21/06	7		Altri	100	6,914	1.806	1.956	0.150	8	13,524	6,259
8/21/06		8/28/06	7		- cash -
	8/28/06	10/02/06	35		Altri	100	6,797	1.989	2.111	0.121	6	14,347	85
10/02/06		10/09/06	7		- cash -
	10/09/06	10/30/06	21		Altri	100	6,797	2.111	2.465	0.355	17	16,758	1,388
10/30/06		12/04/06	35		- cash -
	12/04/06	5/14/07	161		Altri	100	6,630	2.528	4.308	1.780	70	28,561	235
5/14/07		5/28/07	14		- cash -
	5/28/07	8/13/07	77		Altri	100	6,429	4.442	4.327	-0.115	-3	27,822	-12
8/13/07		5/04/09	630		- cash -
	5/04/09	6/15/09	42		Sonae	100	30,297	0.918	0.973	0.054	6	29,471	65
6/15/09		9/07/09	84		- cash -
	9/07/09	12/07/09	91		Impresa	100	15,052	1.958	2.957	0.999	51	44,503	422
12/07/09		8/09/10	245		- cash -
	8/09/10	8/16/10	7		Jerónimo Martins	100	3,788	11.747	11.324	-0.423	-4	42,900	-85
8/16/10		2/21/11	189		- cash -
	2/21/11	2/28/11	7		Jerónimo Martins	100	2,723	15.752	15.981	0.229	1	43,525	113
2/28/11		4/04/11	35		- cash -
	4/04/11	4/11/11	7		Jerónimo Martins	100	2,645	16.451	16.382	-0.069	0	43,343	-20
4/11/11		2/13/12	308		- cash -
	2/13/12	2/27/12	14		Jerónimo Martins	100	2,480	17.474	18.257	0.783	4	45,285	214
2/27/12		3/05/12	7		- cash -
	3/05/12	3/12/12	7		Jerónimo Martins	100	2,440	18.555	18.843	0.288	2	45,988	123
3/12/12		8/20/12	161		- cash -
	8/20/12	8/27/12	7		Banco BPI	100	64,280	0.715	0.723	0.008	1	46,491	76
8/27/12		9/03/12	7		- cash -
	9/03/12	9/24/12	21		Banco BPI	100	61,927	0.751	1.053	0.302	40	65,190	35,525
9/24/12		10/08/12	14		- cash -
	10/08/12	11/12/12	35		Banco BPI	100	58,754	1.110	1.054	-0.056	-5	61,917	-42
11/12/12		12/17/12	35		- cash -
	12/17/12	4/01/13	105		Banco BPI	100	52,435	1.181	1.229	0.049	4	64,461	15
4/01/13		9/16/13	168		- cash -
	9/16/13	9/23/13	7		Teixeira Duarte	100	73,226	0.880	0.880	0.000	0	64,461	0
9/23/13		9/30/13	7		- cash -
	9/30/13	12/09/13	70		Impresa	100	67,921	0.949	1.470	0.521	55	99,849	879
12/09/13		12/30/13	21		- cash -
	12/30/13	1/27/14	28		Impresa	100	68,278	1.462	1.941	0.479	33	132,548	3,916
1/27/14		2/17/14	21		- cash -
	2/17/14	4/14/14	56		Impresa	100	65,072	2.037	2.601	0.564	28	169,236	392
4/14/14		4/21/14	7		- cash -
	4/21/14	5/12/14	21		Impresa	100	64,572	2.621	2.420	-0.201	-8	156,268	-75
5/12/14		3/02/15	294		- cash -
	3/02/15	5/18/15	77		Altri	100	44,712	3.495	4.412	0.917	26	197,272	202
5/18/15		5/02/16	350		- cash -
	5/02/16	5/16/16	14		Sonae Capital	100	254,227	0.776	0.712	-0.064	-8	181,001	-89
5/16/16		4/10/17	329		- cash -
	4/10/17	7/03/17	84		Pharol	100	517,636	0.350	0.351	0.001	0	181,767	2
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
7/03/17		3/04/19	609		- cash -
	3/04/19	4/01/19	28		Altri	100	21,154	8.592	7.898	-0.694	-8	167,083	-67
4/01/19		11/11/19	224		- cash -
	11/11/19	11/25/19	14		CTT-Correios	100	49,696	3.362	3.475	0.113	3	172,678	136
11/25/19		6/08/20	196		- cash -
	6/08/20	6/29/20	21		EDP Renováveis	100	12,553	13.755	13.657	-0.098	-1	171,445	-12
6/29/20		12/14/20	168		- cash -
	12/14/20	12/21/20	7		Pharol	100	969,598	0.177	0.160	-0.017	-9	155,231	-99
12/21/20		1/18/21	28		- cash -
	1/18/21	3/01/21	42		EDP Renováveis	100	5,551	27.962	20.384	-7.578	-27	113,163	-94
3/01/21		10/11/21	224		- cash -
	10/11/21	11/15/21	35		CTT-Correios	100	20,792	5.442	4.911	-0.532	-10	102,103	-66
11/15/21		5/23/22	189		- cash -
	5/23/22	6/20/22	28		The Navigator	100	22,999	4.439	4.103	-0.336	-8	94,369	-64
6/20/22		1/02/23	196		- cash -
	1/02/23	1/09/23	7		Galp Energia	100	6,865	13.745	13.528	-0.217	-2	92,881	-56
1/09/23		5/27/24	504		- cash -
	5/27/24	6/17/24	21		Galp Energia	100	4,277	21.713	20.263	-1.451	-7	86,676	-70
6/17/24		11/07/26	873		- cash -
accum	1/09/06	6/17/24	1323	days out of 7614 invested (17%)						767		86,676	81

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Impresa	long	9/07/09	12/07/09	91	1.96	2.96	1.00	51.01
		9/30/13	12/09/13	70	0.95	1.47	0.52	54.90
		12/30/13	1/27/14	28	1.46	1.94	0.48	32.75
		2/17/14	4/14/14	56	2.04	2.60	0.56	27.68
		4/21/14	5/12/14	21	2.62	2.42	-0.20	-7.66	266.08
Altri		8/14/06	8/21/06	7	1.81	1.96	0.15	8.29
		8/28/06	10/02/06	35	1.99	2.11	0.12	6.09
		10/09/06	10/30/06	21	2.11	2.47	0.35	16.81
		12/04/06	5/14/07	161	2.53	4.31	1.78	70.43
		5/28/07	8/13/07	77	4.44	4.33	-0.11	-2.59
		3/02/15	5/18/15	77	3.50	4.41	0.92	26.24
		3/04/19	4/01/19	28	8.59	7.90	-0.69	-8.08	158.51
Banco BPI		8/20/12	8/27/12	7	0.72	0.72	0.01	1.09
		9/03/12	9/24/12	21	0.75	1.05	0.30	40.22
		10/08/12	11/12/12	35	1.11	1.05	-0.06	-5.02
		12/17/12	4/01/13	105	1.18	1.23	0.05	4.11	40.17
Semapa		1/09/06	5/08/06	119	8.90	11.11	2.21	24.90	24.90
Sonae		5/04/09	6/15/09	42	0.92	0.97	0.05	5.93	5.93
Jerónimo Martins		8/09/10	8/16/10	7	11.75	11.32	-0.42	-3.60
		2/21/11	2/28/11	7	15.75	15.98	0.23	1.46
		4/04/11	4/11/11	7	16.45	16.38	-0.07	-0.42
		2/13/12	2/27/12	14	17.47	18.26	0.78	4.48
		3/05/12	3/12/12	7	18.55	18.84	0.29	1.55	3.34
Teixeira Duarte		9/16/13	9/23/13	7	0.88	0.88	0.00	0.00	0.00
CTT-Correios		11/11/19	11/25/19	14	3.36	3.47	0.11	3.35
		10/11/21	11/15/21	35	5.44	4.91	-0.53	-9.77	-6.75
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
The Navigator		5/23/22	6/20/22	28	4.44	4.10	-0.34	-7.58	-7.58
Galp Energia		1/02/23	1/09/23	7	13.74	13.53	-0.22	-1.58
		5/27/24	6/17/24	21	21.71	20.26	-1.45	-6.68	-8.15
Sonae Capital		5/02/16	5/16/16	14	0.78	0.71	-0.06	-8.25	-8.25
Pharol		4/10/17	7/03/17	84	0.35	0.35	0.00	0.42
		12/14/20	12/21/20	7	0.18	0.16	-0.02	-9.46	-9.07
EDP Renováveis		6/08/20	6/29/20	21	13.75	13.66	-0.10	-0.71
		1/18/21	3/01/21	42	27.96	20.38	-7.58	-27.10	-27.62

Annotations

4/20/18	PSI 20	F.Ramada replaces Novabase
10/24/16	Banco Comercial	reverse stock split 75:1 (one for seventyfive)
5/02/16	Navigator	name change, Portucel Soporcel before
4/19/16	PSI 20	Corticeira Amorim, Montepio and Sonae Capital were added
	PSI 20	Impresa and Teixeira Duarte drop out
12/23/15	PSI 20	Banif is excluded
9/21/15	PSI 20	complete analysis


	is taking down something concerning