Share-o-matic - Portfolio

Tue, Dec 16th, 2025, 9:59UTC

Assessment - NZX 50 Index in Pound sterling - 7/01/24 - RS = 46

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	8/14/23	prc diff	⇓ Δ46	⇓∅-RS
		NZX 50	5,896.363	8/12/24	0.31	5,660.243	4.17	5,571.702	88.542	1.59	1.04
	L	Vista	1.450	8/12/24	5.23	1.080	34.22	0.872	0.209	23.94	35.91
	S	Skellerup	2.161	8/12/24	3.21	1.772	21.95	1.922	-0.151	-7.83	-17.97
	S	KMD Brands	0.197	8/12/24	2.50	0.173	13.89	0.419	-0.246	-58.78	-46.43
	L	Manawa Energy	1.997	8/12/24	2.46	1.978	0.97	2.224	-0.246	-11.05	-7.03
	L	Fonterra Shs Fund	2.012	8/12/24	2.20	1.954	2.95	1.814	0.140	7.73	19.01
		Gentrack	4.849	8/12/24	2.02	4.945	-1.94	1.974	2.971	150.51	73.97
	S	Tourism	0.999	8/12/24	1.96	0.859	16.20	1.616	-0.757	-46.82	-42.94
	L	Meridian Energy (NS)	3.025	8/12/24	1.29	3.169	-4.55	2.603	0.566	21.74	18.44
	S	Freightways	4.297	8/12/24	1.24	3.754	14.45	3.981	-0.227	-5.69	-6.69
		Turners Automotive	2.069	8/12/24	1.17	1.877	10.23	1.668	0.209	12.56	-5.78
	L	a2 Milk	3.577	8/12/24	0.95	3.481	2.76	2.530	0.951	37.59	36.79
	S	Heartland	0.509	8/12/24	0.95	0.466	9.28	0.810	-0.345	-42.53	-30.42
	S	Argosy Property	0.521	8/12/24	0.93	0.490	6.37	0.563	-0.073	-13.02	-9.69
	S	Air New Zealand	0.266	8/12/24	0.91	0.257	3.74	0.363	-0.106	-29.19	-18.03
	L	Fisher & Paykel HC	15.743	8/12/24	0.89	14.379	9.48	11.100	3.280	29.55	23.82
	L	Contact Energy	4.023	8/12/24	0.84	4.379	-8.11	4.052	0.327	8.07	10.47
	S	Precinct Properties	0.600	8/12/24	0.81	0.545	10.13	0.603	-0.058	-9.64	-6.09
		New Zealand Exchange	0.605	8/12/24	0.80	0.504	20.00	0.570	-0.066	-11.57	-3.97
	S	Hallenstein Glasson	2.761	8/12/24	0.70	2.617	5.50	2.789	-0.172	-6.18	-6.67
	S	Property for Indust.	1.051	8/12/24	0.69	1.032	1.86	1.119	-0.087	-7.75	-4.98
	S	Auckland Int Airport	3.567	8/12/24	0.68	3.673	-2.88	3.906	-0.233	-5.96	-5.53
		Channel Infra	0.730	8/12/24	0.66	0.711	2.70	0.763	-0.053	-6.90	-2.55
	S	Fletcher Building	1.498	8/12/24	0.65	1.445	3.65	2.605	-1.160	-44.53	-30.18
	S	Ryman Healthcare	2.237	8/12/24	0.65	1.700	31.64	3.133	-1.433	-45.75	-32.80
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	8/14/23	prc diff	⇓ Δ46	⇓∅-RS
	S	Arvida	0.783	8/12/24	0.62	0.437	79.12	0.584	-0.147	-25.21	-17.77
	S	Serko	1.752	8/12/24	0.27	1.560	12.31	1.861	-0.301	-16.15	-15.63
	S	Vulcan Steel	3.370	8/12/24	0.14	3.409	-1.13	3.863	-0.454	-11.76	-13.34
		ANZ Banking NZ	14.427	8/12/24	0.13	14.787	-2.44	12.857	1.931	15.02	8.32
		Chorus	3.793	8/12/24	0.13	3.711	2.20	4.028	-0.317	-7.87	-0.44
	S	Ebos	17.337	8/12/24	0.11	15.436	12.32	16.956	-1.520	-8.97	-10.40
		Westpac Banking	14.653	8/12/24	0.07	14.067	4.16	11.199	2.869	25.62	16.46
	S	Investore Property	0.557	8/12/24		0.490	13.73	0.636	-0.146	-23.00	-13.88
		Kiwi Property	0.432	8/12/24		0.394	9.76	0.438	-0.044	-10.15	-4.19
	S	Oceania Healthcare	0.370	8/12/24		0.259	42.59	0.358	-0.099	-27.59	-20.08
	L	Scales	1.608	8/12/24		1.680	-4.29	1.508	0.173	11.46	9.06
	S	Spark New Zealand	2.074	8/12/24		1.964	5.62	2.426	-0.463	-19.07	-16.69
		Stride Property	0.624	8/12/24		0.562	11.11	0.669	-0.107	-16.03	-12.88
		Vector	1.762	8/12/24		1.776	-0.81	1.913	-0.136	-7.13	-3.32
	L	Sanford	1.968	8/12/24	-0.49	1.911	3.02	1.955	-0.044	-2.27	-0.16
	L	Mainfreight	34.856	8/12/24	-0.55	33.248	4.84	31.495	1.753	5.57	2.67
	S	Skycity Entertainm.	0.744	8/12/24	-0.64	0.711	4.73	1.074	-0.364	-33.85	-23.21
	S	Summerset	5.233	8/12/24	-0.73	4.532	15.47	4.697	-0.165	-3.51	-7.96
		Infratil	5.075	8/12/24	-0.75	5.353	-5.20	4.697	0.656	13.97	7.68
	S	Warehouse	0.571	8/12/24	-0.83	0.471	21.43	0.829	-0.359	-43.26	-36.46
		Port of Tauranga	2.602	8/12/24	-0.91	2.309	12.68	2.836	-0.527	-18.58	-11.86
	S	Vital Healthcare	0.907	8/12/24	-1.05	0.852	6.48	1.098	-0.246	-22.37	-17.24
	S	Genesis Energy	1.071	8/12/24	-1.11	1.039	3.00	1.187	-0.148	-12.45	-11.61
	S	Goodman Property	0.975	8/12/24	-1.46	0.963	1.25	1.065	-0.102	-9.59	-8.10
	S	Sky Network Telev.	1.272	8/12/24	-1.85	1.171	8.61	1.173	-0.002	-0.14	-7.71
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	8/14/23	prc diff	⇓ Δ46	⇓∅-RS
		Mercury	3.092	8/12/24	-2.13	3.222	-4.02	3.072	0.150	4.88	4.25
NZX 50 - 50 out of 50 instruments rated - 7/01/24 / 8/14/23 - 14 did rise, Market-Ratio(46) in GBP = 28.00 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

	NZX 50 RS = 46 - B/S = 68/68

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

Transactions NZX 50 Index in Pound sterling * L46 - 68/68 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		3/27/06	84		- cash -
long	3/27/06	5/29/06	63		Mainfreight	100	6,105	1.638	1.807	0.169	10	11,032	77
5/29/06		6/05/06	7		- cash -
	6/05/06	6/19/06	14		Mainfreight	100	5,718	1.929	1.768	-0.161	-8	10,111	-90
6/19/06		9/11/06	84		- cash -
	9/11/06	2/26/07	168		Ryman Healthcare	100	16,998	0.595	0.828	0.233	39	14,072	105
2/26/07		3/12/07	14		- cash -
	3/12/07	3/19/07	7		Air New Zealand	100	17,890	0.787	0.728	-0.058	-7	13,033	-98
3/19/07		3/26/07	7		- cash -
	3/26/07	8/20/07	147		Air New Zealand	100	15,977	0.816	0.827	0.011	1	13,216	4
8/20/07		8/27/07	7		- cash -
	8/27/07	9/17/07	21		a2 Milk	100	175,745	0.075	0.107	0.031	42	18,732	42,847
9/17/07		10/22/07	35		- cash -
	10/22/07	10/29/07	7		a2 Milk	100	233,825	0.080	0.086	0.006	7	20,077	3,624
10/29/07		10/12/09	714		- cash -
	10/12/09	10/26/09	14		Restaurant Brands	100	32,325	0.621	0.717	0.096	15	23,171	4,093
10/26/09		11/02/09	7		- cash -
	11/02/09	11/23/09	21		Restaurant Brands	100	35,646	0.650	0.649	-0.001	0	23,148	-2
11/23/09		12/07/09	14		- cash -
	12/07/09	12/21/09	14		Restaurant Brands	100	33,248	0.696	0.727	0.030	4	24,157	204
12/21/09		12/28/09	7		- cash -
	12/28/09	5/24/10	147		Restaurant Brands	100	33,070	0.730	1.035	0.305	42	34,244	138
5/24/10		1/03/11	224		- cash -
	1/03/11	1/10/11	7		Xero	100	23,641	1.448	1.447	-0.001	0	34,220	-4
1/10/11		4/04/11	84		- cash -
	4/04/11	8/01/11	119		a2 Milk	100	513,040	0.067	0.107	0.040	61	54,933	327
8/01/11		8/13/12	378		- cash -
	8/13/12	10/21/13	434		Xero	100	20,780	2.643	13.950	11.306	428	289,877	305
10/21/13		10/28/13	7		- cash -
	10/28/13	12/02/13	35		Xero	100	19,709	14.707	16.575	1.868	13	326,685	248
12/02/13		7/07/14	217		- cash -
	7/07/14	7/21/14	14		Tourism	100	533,438	0.612	0.600	-0.012	-2	320,186	-41
7/21/14		7/28/14	7		- cash -
	7/28/14	8/11/14	14		Tourism	100	543,764	0.589	0.605	0.016	3	328,795	100
8/11/14		10/20/14	70		- cash -
	10/20/14	9/07/15	322		Tourism	100	476,440	0.690	0.816	0.126	18	388,753	21
9/07/15		9/14/15	7		- cash -
	9/14/15	9/21/15	7		Comvita	100	159,227	2.441	2.464	0.023	1	392,380	62
9/21/15		11/02/15	42		- cash -
	11/02/15	11/30/15	28		Comvita	100	139,687	2.809	3.611	0.802	29	504,461	2,545
11/30/15		12/21/15	21		- cash -
	12/21/15	12/28/15	7		a2 Milk	100	668,869	0.754	0.907	0.153	20	606,474	> 999,999
12/28/15		3/14/16	77		- cash -
	3/14/16	11/21/16	252		a2 Milk	100	698,618	0.868	1.170	0.302	35	817,647	54
11/21/16		11/28/16	7		- cash -
	11/28/16	12/19/16	21		a2 Milk	100	597,578	1.368	1.158	-0.211	-15	691,738	-95
12/19/16		1/02/17	14		- cash -
	1/02/17	1/30/17	28		Tourism	100	331,534	2.086	2.324	0.237	11	770,373	307
1/30/17		2/13/17	14		- cash -
	2/13/17	2/20/17	7		a2 Milk	100	516,935	1.490	1.426	-0.064	-4	737,119	-90
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/20/17		5/15/17	84		- cash -
	5/15/17	5/22/17	7		a2 Milk	100	399,340	1.846	1.878	0.033	2	750,098	148
5/22/17		8/28/17	98		- cash -
	8/28/17	2/05/18	161		a2 Milk	100	239,594	3.131	4.712	1.581	51	1,128,970	153
2/05/18		8/06/18	182		- cash -
	8/06/18	10/15/18	70		Vista	100	528,079	2.138	1.817	-0.321	-15	959,264	-57
10/15/18		9/02/19	322		- cash -
	9/02/19	3/02/20	182		Mercury	100	352,032	2.725	2.251	-0.474	-17	792,572	-32
3/02/20		1/25/21	329		- cash -
	1/25/21	10/04/21	252		Metro Perf Glass	100	3,763,483	0.211	0.205	-0.006	-3	770,075	-4
10/04/21		12/16/25	1534		- cash -
accum	3/27/06	10/04/21	2590	days out of 7288 invested (36%)						7,601		770,075	84

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Xero	long	1/03/11	1/10/11	7	1.45	1.45	-0.00	-0.07
		8/13/12	10/21/13	434	2.64	13.95	11.31	427.71
		10/28/13	12/02/13	35	14.71	16.57	1.87	12.70	494.31
a2 Milk		8/27/07	9/17/07	21	0.08	0.11	0.03	41.74
		10/22/07	10/29/07	7	0.08	0.09	0.01	7.18
		4/04/11	8/01/11	119	0.07	0.11	0.04	60.53
		12/21/15	12/28/15	7	0.75	0.91	0.15	20.22
		3/14/16	11/21/16	252	0.87	1.17	0.30	34.82
		11/28/16	12/19/16	21	1.37	1.16	-0.21	-15.40
		2/13/17	2/20/17	7	1.49	1.43	-0.06	-4.32
		5/15/17	5/22/17	7	1.85	1.88	0.03	1.76
		8/28/17	2/05/18	161	3.13	4.71	1.58	50.51	390.07
Restaurant Brands		10/12/09	10/26/09	14	0.62	0.72	0.10	15.41
		11/02/09	11/23/09	21	0.65	0.65	-0.00	-0.10
		12/07/09	12/21/09	14	0.70	0.73	0.03	4.36
		12/28/09	5/24/10	147	0.73	1.04	0.31	41.76	70.56
Ryman Healthcare		9/11/06	2/26/07	168	0.59	0.83	0.23	39.17	39.17
Tourism		7/07/14	7/21/14	14	0.61	0.60	-0.01	-1.99
		7/28/14	8/11/14	14	0.59	0.60	0.02	2.69
		10/20/14	9/07/15	322	0.69	0.82	0.13	18.24
		1/02/17	1/30/17	28	2.09	2.32	0.24	11.37	32.53
Comvita		9/14/15	9/21/15	7	2.44	2.46	0.02	0.93
		11/02/15	11/30/15	28	2.81	3.61	0.80	28.56	29.76
Mainfreight		3/27/06	5/29/06	63	1.64	1.81	0.17	10.32
		6/05/06	6/19/06	14	1.93	1.77	-0.16	-8.35	1.11
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Metro Perf Glass		1/25/21	10/04/21	252	0.21	0.20	-0.01	-2.84	-2.84
Air New Zealand		3/12/07	3/19/07	7	0.79	0.73	-0.06	-7.38
		3/26/07	8/20/07	147	0.82	0.83	0.01	1.41	-6.08
Vista		8/06/18	10/15/18	70	2.14	1.82	-0.32	-15.03	-15.03
Mercury		9/02/19	3/02/20	182	2.72	2.25	-0.47	-17.38	-17.38

Annotations

2/22/24	NZX 50	Component update: Channel Infrastructure, Gentrack and Turners Automotive replace Pacific Edge, Restaurant Brands and Synlait Milk
6/05/23	NZX 50	Hallenstein Glasson replaces Pushpay
9/17/21	Sky Network Telev.	reverse stock split 10:1 (one for ten)
11/27/17	Vista	stock split 1:2 (two for one)
4/05/17	NZX 50	machine learning processed for all techniques
4/03/17	NZX 50	9 constituents exchanged since last analysis - the market has to be re-learnt.
	NZX 50	index adaption: Arvida, Sanford, Scales, Tourism and Vista replace Orion Health, Skellerup, Steel & Tube, Warehouse and Tower
10/18/16	Port of Tauranga	stock split 1:5 (five for one)
9/13/16	NZX 50	index adaption: Investore and NZ Refining for Nuplex and Pacific Edge
7/29/16	Mighty River Power	renames to Mercury NZ Limited
7/12/16	Stride Property	demerger of Investore 4:1 (one new Investore for four old Stride)
6/17/16	NZX 50	Tegel replaces Coats
4/14/16	NZX 50	Comvita replaces Diligent
4/11/16	NZX 50	instrument Diligent (DIL, NZDILE0001S9) deleted (acquisition by Insight Venture Partners)
12/31/15	Heartland	name change from Heartland New Zealand to Heartland Bank, ticker changes from HNZ to HBL
9/25/15	DNZ Property Fund	changes name to Stride Property
8/29/15	NZX 50	The alternating technique got caught in some traps recently, the dedicated techniques are operating more careful.
	NZX 50	complete analysis
7/14/15	NZX 50	Metro Performance Glass and Orion Health replace NZ Oil & Gas and OceanaGold
4/30/15	Meridian Energy (NS)	replaces MELCA.NZ


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