Share-o-matic - Portfolio

Thu, 19th Mar 2026, 11:02UTC

Assessment - NZX 50 Index in Euro - 1/07/24 - RS = 46

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	14/08/23	prc diff	⇓ Δ46	∅-RS
		NZX 50	6,949.407	12/08/24	0.31	6,671.118	4.17	6,473.905	197.213	3.05	2.32
		Gentrack	5.715	12/08/24	2.02	5.828	-1.94	2.294	3.535	154.11	76.32
	L	Vista	1.709	12/08/24	5.23	1.273	34.22	1.013	0.260	25.72	37.71
	L	a2 Milk	4.216	12/08/24	0.95	4.102	2.76	2.940	1.163	39.56	38.63
	L	Fisher & Paykel HC	18.554	12/08/24	0.89	16.947	9.48	12.897	4.050	31.41	25.43
	L	Fonterra Shs Fund	2.371	12/08/24	2.20	2.303	2.95	2.108	0.196	9.28	20.54
		Westpac Banking	17.270	12/08/24	0.07	16.580	4.16	13.012	3.568	27.42	17.97
	L	Meridian Energy (NS)	3.565	12/08/24	1.29	3.735	-4.55	3.024	0.710	23.48	19.97
	L	Contact Energy	4.742	12/08/24	0.84	5.161	-8.11	4.708	0.453	9.62	11.87
	L	Scales	1.896	12/08/24		1.981	-4.29	1.752	0.229	13.06	10.44
		ANZ Banking NZ	17.004	12/08/24	0.13	17.428	-2.44	14.939	2.490	16.66	9.70
		Infratil	5.981	12/08/24	-0.75	6.309	-5.20	5.458	0.852	15.60	9.04
	L	Sanford	2.320	12/08/24	-0.49	2.252	3.02	2.272	-0.020	-0.86	1.09
		Channel Infra	0.860	12/08/24	0.66	0.837	2.70	0.887	-0.049	-5.56	-1.33
	L	Mainfreight	41.081	12/08/24	-0.55	39.186	4.84	36.594	2.591	7.08	3.98
		Mercury	3.644	12/08/24	-2.13	3.797	-4.02	3.569	0.228	6.38	5.57
	L	Manawa Energy	2.354	12/08/24	2.46	2.331	0.97	2.584	-0.252	-9.77	-5.87
	S	Goodman Property	1.149	12/08/24	-1.46	1.135	1.25	1.237	-0.103	-8.29	-6.94
		Turners Automotive	2.439	12/08/24	1.17	2.213	10.23	1.938	0.275	14.17	-4.60
	S	Property for Indust.	1.239	12/08/24	0.69	1.217	1.86	1.300	-0.084	-6.42	-3.79
		New Zealand Exchange	0.713	12/08/24	0.80	0.594	20.00	0.662	-0.068	-10.30	-2.77
		Chorus	4.470	12/08/24	0.13	4.374	2.20	4.680	-0.306	-6.54	0.81
		Vector	2.077	12/08/24		2.094	-0.81	2.222	-0.129	-5.80	-2.12
	S	Freightways	5.064	12/08/24	1.24	4.425	14.45	4.626	-0.201	-4.34	-5.51
		Kiwi Property	0.509	12/08/24		0.464	9.76	0.509	-0.045	-8.86	-3.00
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	14/08/23	prc diff	⇓ Δ46	∅-RS
	S	Argosy Property	0.614	12/08/24	0.93	0.577	6.37	0.654	-0.077	-11.77	-8.56
	S	Precinct Properties	0.707	12/08/24	0.81	0.642	10.13	0.701	-0.058	-8.34	-4.91
	S	Hallenstein Glasson	3.254	12/08/24	0.70	3.084	5.50	3.241	-0.157	-4.84	-5.50
	S	Auckland Int Airport	4.204	12/08/24	0.68	4.329	-2.88	4.538	-0.209	-4.61	-4.35
		Stride Property	0.736	12/08/24		0.662	11.11	0.777	-0.115	-14.83	-11.79
	S	Vulcan Steel	3.972	12/08/24	0.14	4.018	-1.13	4.489	-0.471	-10.50	-12.26
	S	Summerset	6.168	12/08/24	-0.73	5.342	15.47	5.458	-0.116	-2.13	-6.80
	S	Sky Network Telev.	1.500	12/08/24	-1.85	1.381	8.61	1.363	0.018	1.29	-6.57
	S	Vital Healthcare	1.069	12/08/24	-1.05	1.004	6.48	1.275	-0.271	-21.25	-16.20
	S	Genesis Energy	1.262	12/08/24	-1.11	1.225	3.00	1.379	-0.154	-11.19	-10.52
	S	Ebos	20.433	12/08/24	0.11	18.192	12.32	19.701	-1.509	-7.66	-9.29
		Port of Tauranga	3.067	12/08/24	-0.91	2.722	12.68	3.295	-0.574	-17.41	-10.77
	S	Investore Property	0.656	12/08/24		0.577	13.73	0.739	-0.162	-21.90	-12.83
	S	Skellerup	2.546	12/08/24	3.21	2.088	21.95	2.233	-0.145	-6.51	-16.98
	S	Arvida	0.922	12/08/24	0.62	0.515	79.12	0.679	-0.164	-24.14	-16.77
	S	Spark New Zealand	2.445	12/08/24		2.314	5.62	2.819	-0.505	-17.91	-15.67
	S	Air New Zealand	0.314	12/08/24	0.91	0.303	3.74	0.422	-0.119	-28.18	-17.04
	S	Oceania Healthcare	0.436	12/08/24		0.306	42.59	0.416	-0.110	-26.55	-19.11
	S	Serko	2.065	12/08/24	0.27	1.839	12.31	2.162	-0.323	-14.95	-14.62
	S	Skycity Entertainm.	0.877	12/08/24	-0.64	0.837	4.73	1.248	-0.411	-32.90	-22.26
	S	Warehouse	0.673	12/08/24	-0.83	0.555	21.43	0.963	-0.409	-42.44	-35.71
	S	Ryman Healthcare	2.637	12/08/24	0.65	2.003	31.64	3.640	-1.637	-44.97	-32.01
	S	Heartland	0.600	12/08/24	0.95	0.549	9.28	0.942	-0.393	-41.70	-29.62
	S	Fletcher Building	1.765	12/08/24	0.65	1.703	3.65	3.027	-1.324	-43.74	-29.35
	S	KMD Brands	0.232	12/08/24	2.50	0.204	13.89	0.487	-0.283	-58.19	-45.83
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	14/08/23	prc diff	⇓ Δ46	∅-RS
	S	Tourism	1.177	12/08/24	1.96	1.013	16.20	1.878	-0.865	-46.05	-42.28
NZX 50 - 50 out of 50 instruments rated - 1/07/24 / 14/08/23 - 15 did rise, Market-Ratio(46) in EUR = 30.00 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

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

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

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

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		27/03/06	84		- cash -
long	27/03/06	29/05/06	63		Mainfreight	100	4,217	2.371	2.637	0.267	11	11,124	85
29/05/06		5/06/06	7		- cash -
	5/06/06	19/06/06	14		Mainfreight	100	3,957	2.811	2.588	-0.222	-8	10,244	-88
19/06/06		11/09/06	84		- cash -
	11/09/06	26/02/07	168		Ryman Healthcare	100	11,703	0.875	1.234	0.359	41	14,444	111
26/02/07		12/03/07	14		- cash -
	12/03/07	19/03/07	7		Air New Zealand	100	12,466	1.159	1.062	-0.096	-8	13,245	-99
19/03/07		26/03/07	7		- cash -
	26/03/07	20/08/07	147		Air New Zealand	100	10,996	1.204	1.216	0.012	1	13,372	2
20/08/07		27/08/07	7		- cash -
	27/08/07	17/09/07	21		a2 Milk	100	120,725	0.111	0.154	0.043	39	18,616	31,334
17/09/07		22/10/07	35		- cash -
	22/10/07	29/10/07	7		a2 Milk	100	161,993	0.115	0.122	0.008	7	19,831	2,602
29/10/07		12/10/09	714		- cash -
	12/10/09	26/10/09	14		Restaurant Brands	100	29,684	0.668	0.779	0.111	17	23,130	5,427
26/10/09		2/11/09	7		- cash -
	2/11/09	23/11/09	21		Restaurant Brands	100	31,840	0.726	0.721	-0.005	-1	22,962	-12
23/11/09		7/12/09	14		- cash -
	7/12/09	21/12/09	14		Restaurant Brands	100	29,755	0.772	0.819	0.047	6	24,364	369
21/12/09		28/12/09	7		- cash -
	28/12/09	24/05/10	147		Restaurant Brands	100	30,099	0.809	1.193	0.383	47	35,894	162
24/05/10		3/01/11	224		- cash -
	3/01/11	10/01/11	7		Xero	100	21,239	1.690	1.744	0.054	3	37,032	409
10/01/11		4/04/11	84		- cash -
	4/04/11	1/08/11	119		a2 Milk	100	490,460	0.076	0.122	0.047	62	59,922	338
1/08/11		13/08/12	378		- cash -
	13/08/12	21/10/13	434		Xero	100	17,760	3.374	16.464	13.090	388	292,397	279
21/10/13		28/10/13	7		- cash -
	28/10/13	2/12/13	35		Xero	100	16,982	17.218	20.020	2.803	16	339,993	382
2/12/13		7/07/14	217		- cash -
	7/07/14	21/07/14	14		Tourism	100	440,970	0.771	0.758	-0.013	-2	334,197	-36
21/07/14		28/07/14	7		- cash -
	28/07/14	11/08/14	14		Tourism	100	449,109	0.744	0.758	0.014	2	340,600	64
11/08/14		20/10/14	70		- cash -
	20/10/14	7/09/15	322		Tourism	100	390,790	0.872	1.116	0.244	28	436,086	32
7/09/15		14/09/15	7		- cash -
	14/09/15	21/09/15	7		Comvita	100	131,067	3.327	3.416	0.089	3	447,721	295
21/09/15		2/11/15	42		- cash -
	2/11/15	30/11/15	28		Comvita	100	113,883	3.931	5.141	1.210	31	585,526	3,205
30/11/15		21/12/15	21		- cash -
	21/12/15	28/12/15	7		a2 Milk	100	569,300	1.029	1.230	0.201	20	700,207	> 999,999
28/12/15		14/03/16	77		- cash -
	14/03/16	21/11/16	252		a2 Milk	100	626,158	1.118	1.376	0.258	23	861,457	35
21/11/16		28/11/16	7		- cash -
	28/11/16	19/12/16	21		a2 Milk	100	535,598	1.608	1.379	-0.230	-14	738,436	-93
19/12/16		2/01/17	14		- cash -
	2/01/17	30/01/17	28		Tourism	100	301,501	2.449	2.713	0.263	11	817,868	279
30/01/17		13/02/17	14		- cash -
	13/02/17	20/02/17	7		a2 Milk	100	464,234	1.762	1.678	-0.084	-5	779,065	-92
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
20/02/17		15/05/17	84		- cash -
	15/05/17	22/05/17	7		a2 Milk	100	359,092	2.170	2.174	0.004	0	780,490	10
22/05/17		28/08/17	98		- cash -
	28/08/17	5/02/18	161		a2 Milk	100	230,803	3.382	5.312	1.931	57	1,226,106	178
5/02/18		6/08/18	182		- cash -
	6/08/18	15/10/18	70		Vista	100	512,029	2.395	2.063	-0.332	-14	1,056,124	-54
15/10/18		2/09/19	322		- cash -
	2/09/19	2/03/20	182		Mercury	100	352,425	2.997	2.577	-0.419	-14	908,353	-26
2/03/20		25/01/21	329		- cash -
	25/01/21	4/10/21	252		Metro Perf Glass	100	3,832,248	0.237	0.240	0.003	1	918,525	2
4/10/21		19/03/26	1627		- cash -
accum	27/03/06	4/10/21	2590	days out of 7381 invested (35%)						9,085		918,525	89

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Xero	long	3/01/11	10/01/11	7	1.69	1.74	0.05	3.17
		13/08/12	21/10/13	434	3.37	16.46	13.09	387.97
		28/10/13	2/12/13	35	17.22	20.02	2.80	16.28	485.39
a2 Milk		27/08/07	17/09/07	21	0.11	0.15	0.04	39.22
		22/10/07	29/10/07	7	0.11	0.12	0.01	6.53
		4/04/11	1/08/11	119	0.08	0.12	0.05	61.81
		21/12/15	28/12/15	7	1.03	1.23	0.20	19.59
		14/03/16	21/11/16	252	1.12	1.38	0.26	23.03
		28/11/16	19/12/16	21	1.61	1.38	-0.23	-14.28
		13/02/17	20/02/17	7	1.76	1.68	-0.08	-4.74
		15/05/17	22/05/17	7	2.17	2.17	0.00	0.18
		28/08/17	5/02/18	161	3.38	5.31	1.93	57.09	353.70
Restaurant Brands		12/10/09	26/10/09	14	0.67	0.78	0.11	16.64
		2/11/09	23/11/09	21	0.73	0.72	-0.01	-0.73
		7/12/09	21/12/09	14	0.77	0.82	0.05	6.11
		28/12/09	24/05/10	147	0.81	1.19	0.38	47.32	81.00
Tourism		7/07/14	21/07/14	14	0.77	0.76	-0.01	-1.70
		28/07/14	11/08/14	14	0.74	0.76	0.01	1.92
		20/10/14	7/09/15	322	0.87	1.12	0.24	28.03
		2/01/17	30/01/17	28	2.45	2.71	0.26	10.76	42.06
Ryman Healthcare		11/09/06	26/02/07	168	0.88	1.23	0.36	41.00	41.00
Comvita		14/09/15	21/09/15	7	3.33	3.42	0.09	2.67
		2/11/15	30/11/15	28	3.93	5.14	1.21	30.78	34.27
Mainfreight		27/03/06	29/05/06	63	2.37	2.64	0.27	11.24
		5/06/06	19/06/06	14	2.81	2.59	-0.22	-7.91	2.44
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Metro Perf Glass		25/01/21	4/10/21	252	0.24	0.24	0.00	1.12	1.12
Air New Zealand		12/03/07	19/03/07	7	1.16	1.06	-0.10	-8.30
		26/03/07	20/08/07	147	1.20	1.22	0.01	0.96	-7.42
Vista		6/08/18	15/10/18	70	2.39	2.06	-0.33	-13.86	-13.86
Mercury		2/09/19	2/03/20	182	3.00	2.58	-0.42	-13.99	-13.99

Annotations

22/02/24	NZX 50	Component update: Channel Infrastructure, Gentrack and Turners Automotive replace Pacific Edge, Restaurant Brands and Synlait Milk
5/06/23	NZX 50	Hallenstein Glasson replaces Pushpay
17/09/21	Sky Network Telev.	reverse stock split 10:1 (one for ten)
27/11/17	Vista	stock split 1:2 (two for one)
5/04/17	NZX 50	machine learning processed for all techniques
3/04/17	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
18/10/16	Port of Tauranga	stock split 1:5 (five for one)
13/09/16	NZX 50	index adaption: Investore and NZ Refining for Nuplex and Pacific Edge
29/07/16	Mighty River Power	renames to Mercury NZ Limited
12/07/16	Stride Property	demerger of Investore 4:1 (one new Investore for four old Stride)
17/06/16	NZX 50	Tegel replaces Coats
14/04/16	NZX 50	Comvita replaces Diligent
11/04/16	NZX 50	instrument Diligent (DIL, NZDILE0001S9) deleted (acquisition by Insight Venture Partners)
31/12/15	Heartland	name change from Heartland New Zealand to Heartland Bank, ticker changes from HNZ to HBL
25/09/15	DNZ Property Fund	changes name to Stride Property
29/08/15	NZX 50	The alternating technique got caught in some traps recently, the dedicated techniques are operating more careful.
	NZX 50	complete analysis
14/07/15	NZX 50	Metro Performance Glass and Orion Health replace NZ Oil & Gas and OceanaGold
30/04/15	Meridian Energy (NS)	replaces MELCA.NZ


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