Share-o-matic - Portfolio

Sun, 16th Aug 2026, 16:39UTC

Assessment - Bayrischer Aktienindex in Dollar - 1/07/24 - RS = 22

		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	29/01/24	prc diff	⇓ Δ22	⇓∅-RS
		BAX	860.200	12/08/24	-0.03	903.753	-4.82	874.847	28.906	3.30	2.48
		Stemmer Imaging	51.593	12/08/24	-0.21	37.220	38.62	35.046	2.174	6.20	9.19
	L	AUTO1	8.715	12/08/24	0.18	6.811	27.95	4.230	2.581	61.00	12.40
		Atoss	145.662	12/08/24	0.74	118.632	22.78	131.693	-13.062	-9.92	-2.75
		Rational	929.425	12/08/24	1.40	826.990	12.39	779.343	47.647	6.11	11.95
		MTU Aero Engines	277.380	12/08/24	0.23	253.782	9.30	239.265	14.516	6.07	14.43
		Patrizia Immobilien	7.669	12/08/24	1.27	7.583	1.13	8.318	-0.735	-8.83	-14.41
	S	Siltronic	78.838	12/08/24	0.75	78.087	0.96	94.808	-16.722	-17.64	-9.67
	L	Siemens Energy	26.011	12/08/24	0.25	25.914	0.37	14.878	11.036	74.18	72.54
		Krones	126.355	12/08/24	0.68	126.784	-0.34	125.798	0.985	0.78	7.34
		CTS Eventim	82.592	12/08/24	-0.32	83.021	-0.52	65.928	17.093	25.93	17.82
		Morphosys	72.134	2/08/24		72.509	-0.52	42.434	30.075	70.88	85.60
	L	SFC Energy	21.045	12/08/24	-0.71	21.174	-0.61	19.665	1.509	7.67	-1.95
		Adtran Networks	20.487	12/08/24		20.744	-1.24	21.633	-0.889	-4.11	-4.08
		Synlab	11.863	12/08/24	1.10	12.013	-1.25	12.699	-0.685	-5.40	7.65
	S	Medigene	1.180	12/08/24	0.46	1.196	-1.35	1.525	-0.329	-21.58	-31.96
		Hensoldt	37.156	12/08/24	0.99	37.756	-1.59	29.681	8.075	27.21	13.60
	L	Dermapharm	37.703	12/08/24	0.29	38.400	-1.82	42.142	-3.742	-8.88	-8.68
		Allianz	274.483	12/08/24		281.563	-2.51	266.686	14.877	5.58	8.93
		Adidas	227.824	12/08/24	-1.03	235.440	-3.23	192.537	42.903	22.28	16.60
		Scout24	73.528	12/08/24	0.51	75.995	-3.25	73.078	2.918	3.99	8.61
	L	Deutsche Pfandbrief	5.303	12/08/24	0.20	5.529	-4.09	6.155	-0.625	-10.16	-10.00
		Nemetschek	93.747	12/08/24	0.52	99.056	-5.36	91.466	7.590	8.30	22.98
	L	Münchener Rück	471.095	12/08/24	1.01	500.806	-5.93	427.800	73.006	17.07	18.69
		Siemens Healthineers	53.931	12/08/24	0.08	57.750	-6.61	56.528	1.222	2.16	4.66
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	29/01/24	prc diff	⇓ Δ22	⇓∅-RS
	L	WashTec	39.043	12/08/24	-0.27	41.939	-6.91	34.613	7.326	21.17	11.04
		Wacker Neuson	15.060	12/08/24	-0.28	16.197	-7.02	18.367	-2.170	-11.82	-17.85
	L	Cancom	32.565	12/08/24	-0.52	35.032	-7.04	32.082	2.949	9.19	18.79
	L	Steico	28.800	12/08/24	0.56	31.106	-7.41	32.017	-0.911	-2.85	-3.24
	S	Sixt	65.162	12/08/24	-2.49	71.222	-8.51	99.730	-28.508	-28.59	-27.53
		Mutares	33.519	12/08/24	0.16	37.434	-10.46	39.427	-1.992	-5.05	13.97
		Siemens	168.616	12/08/24	0.01	189.982	-11.25	181.007	8.976	4.96	12.73
	S	BMW	84.716	12/08/24	-0.90	95.613	-11.40	102.661	-7.048	-6.87	-11.56
	L	Umweltbank	6.050	12/08/24	-1.40	6.843	-11.60	8.286	-1.442	-17.41	-19.11
	L	Infineon	32.479	12/08/24	0.36	36.861	-11.89	36.258	0.603	1.66	1.07
		Pro7-Sat1	6.243	12/08/24	0.17	7.176	-13.00	6.603	0.573	8.68	1.66
		Traton	28.639	12/08/24		32.929	-13.03	24.424	8.505	34.82	33.45
	S	Vitesco Technologies	55.830	12/08/24	-0.10	64.196	-13.03	86.858	-22.662	-26.09	-22.35
	S	Schaeffler	4.983	12/08/24	0.17	5.733	-13.08	6.328	-0.595	-9.40	-6.37
		7C Solarparken	2.451	12/08/24	0.88	2.955	-17.06	3.629	-0.674	-18.57	-18.08
		Wacker Chemie	90.164	12/08/24	-0.33	109.032	-17.30	110.114	-1.082	-0.98	-11.13
	L	Knaus Tabbert	34.377	12/08/24	-1.69	42.047	-18.24	44.348	-2.302	-5.19	-15.56
	L	Puma	37.338	12/08/24	-0.29	46.863	-20.33	41.103	5.759	14.01	-12.52
	L	Koenig & Bauer	10.265	12/08/24	-4.20	14.566	-29.53	12.547	2.019	16.09	6.25
	S	BayWa	14.802	12/08/24	0.44	21.560	-31.34	32.937	-11.377	-34.54	-31.14
BAX - 44 out of 43 instruments rated - 1/07/24 / 29/01/24 - 24 did rise, Market-Ratio(22) in USD = 54.55 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	BAX RS = 22 - B/S = 62/50

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

Transactions Bayrischer Aktienindex in Dollar * L22 - 62/50 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		23/10/06	294		- cash -
long	23/10/06	10/09/07	322		Wirecard	100	1,801	5.552	10.640	5.088	92	19,163	109
10/09/07		27/04/09	595		- cash -
	27/04/09	8/06/09	42		Steico	100	5,168	3.708	5.936	2.229	60	30,681	5,876
8/06/09		15/06/09	7		- cash -
	15/06/09	20/06/11	735		Pro7-Sat1	100	5,187	5.915	26.572	20.657	349	137,828	111
20/06/11		25/07/11	35		- cash -
	25/07/11	8/08/11	14		Zooplus	100	1,639	84.078	69.596	-14.482	-17	114,092	-99
8/08/11		9/01/12	154		- cash -
	9/01/12	9/07/12	182		Wirecard	100	6,790	16.803	18.854	2.052	12	128,022	26
9/07/12		5/11/12	119		- cash -
	5/11/12	28/07/14	630		Morphosys	100	3,823	33.485	96.761	63.275	189	369,925	85
28/07/14		5/01/15	161		- cash -
	5/01/15	17/08/15	224		Patrizia Immobilien	100	23,603	15.673	26.920	11.247	72	635,384	141
17/08/15		26/10/15	70		- cash -
	26/10/15	11/01/16	77		Adtran Networks	100	58,778	10.810	11.033	0.223	2	648,486	10
11/01/16		25/01/16	14		- cash -
	25/01/16	8/02/16	14		Koenig & Bauer	100	19,727	32.872	26.681	-6.192	-19	526,345	-100
8/02/16		29/02/16	21		- cash -
	29/02/16	28/03/16	28		Phoenix Solar	100	103,823	5.070	5.038	-0.032	-1	523,037	-8
28/03/16		20/06/16	84		- cash -
	20/06/16	27/06/16	7		Koenig & Bauer	100	9,748	53.656	47.303	-6.352	-12	461,113	-100
27/06/16		11/07/16	14		- cash -
	11/07/16	7/11/16	119		Koenig & Bauer	100	9,519	48.436	47.015	-1.421	-3	447,585	-9
7/11/16		28/11/16	21		- cash -
	28/11/16	5/03/18	462		Siltronic	100	11,449	39.093	148.883	109.790	281	1,704,571	188
5/03/18		7/05/18	63		- cash -
	7/05/18	18/06/18	42		SFC Energy	100	165,100	10.324	9.247	-1.077	-10	1,526,719	-62
18/06/18		6/08/18	49		- cash -
	6/08/18	13/08/18	7		Wirecard	100	7,952	191.991	193.570	1.579	1	1,539,275	53
13/08/18		27/08/18	14		- cash -
	27/08/18	10/09/18	14		Wirecard	100	6,783	226.901	216.067	-10.835	-5	1,465,783	-72
10/09/18		15/04/19	217		- cash -
	15/04/19	5/08/19	112		Adtran Networks	100	135,995	10.778	7.168	-3.610	-33	974,882	-74
5/08/19		4/11/19	91		- cash -
	4/11/19	2/03/20	119		va-Q-tec	100	81,753	11.925	12.338	0.413	3	1,008,686	11
2/03/20		10/08/20	161		- cash -
	10/08/20	2/11/20	84		va-Q-tec	100	46,383	21.747	30.007	8.260	38	1,391,819	305
2/11/20		16/11/20	14		- cash -
	16/11/20	4/10/21	322		va-Q-tec	100	32,187	43.241	32.659	-10.582	-24	1,051,217	-27
4/10/21		6/02/23	490		- cash -
	6/02/23	26/06/23	140		va-Q-tec	100	39,797	26.414	28.430	2.015	8	1,131,417	21
26/06/23		26/02/24	245		- cash -
	26/02/24	1/07/24	126		Morphosys	100	16,011	70.661	72.509	1.848	3	1,161,009	8
accum	23/10/06	1/07/24	4598	days out of 7531 invested (61%)						11,510		1,161,009	46

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Pro7-Sat1	long	15/06/09	20/06/11	735	5.91	26.57	20.66	349.24	349.24
Siltronic		28/11/16	5/03/18	462	39.09	148.88	109.79	280.84	280.84
Morphosys		5/11/12	28/07/14	630	33.49	96.76	63.28	188.96
		26/02/24	1/07/24	126	70.66	72.51	1.85	2.62	196.52
Wirecard		23/10/06	10/09/07	322	5.55	10.64	5.09	91.64
		9/01/12	9/07/12	182	16.80	18.85	2.05	12.21
		6/08/18	13/08/18	7	191.99	193.57	1.58	0.82
		27/08/18	10/09/18	14	226.90	216.07	-10.83	-4.78	106.46
Patrizia Immobilien		5/01/15	17/08/15	224	15.67	26.92	11.25	71.76	71.76
Steico		27/04/09	8/06/09	42	3.71	5.94	2.23	60.11	60.11
va-Q-tec		4/11/19	2/03/20	119	11.92	12.34	0.41	3.47
		10/08/20	2/11/20	84	21.75	30.01	8.26	37.98
		16/11/20	4/10/21	322	43.24	32.66	-10.58	-24.47
		6/02/23	26/06/23	140	26.41	28.43	2.02	7.63	16.06
Phoenix Solar		29/02/16	28/03/16	28	5.07	5.04	-0.03	-0.63	-0.63
SFC Energy		7/05/18	18/06/18	42	10.32	9.25	-1.08	-10.43	-10.43
Zooplus		25/07/11	8/08/11	14	84.08	69.60	-14.48	-17.22	-17.22
Koenig & Bauer		25/01/16	8/02/16	14	32.87	26.68	-6.19	-18.84
		20/06/16	27/06/16	7	53.66	47.30	-6.35	-11.84
		11/07/16	7/11/16	119	48.44	47.02	-1.42	-2.93	-30.54
Adtran Networks		26/10/15	11/01/16	77	10.81	11.03	0.22	2.06
		15/04/19	5/08/19	112	10.78	7.17	-3.61	-33.49	-32.12

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


	is taking down something concerning