Share-o-matic - Portfolio

Tue, 30th Jun 2026, 10:28UTC

Assessment - Sustainability in Pound sterling - 1/07/24 - RS = 41

		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
	L	SOM Sustainability	604.384	12/08/24	-0.76	621.416	-2.74	741.211	-119.796	-16.16	-10.44
	L	Sunrun	13.708	12/08/24	-3.13	8.634	58.77	11.371	-2.737	-24.07	-17.65
		Energy Recovery	13.131	12/08/24	-0.30	10.046	30.71	18.468	-8.422	-45.60	-29.44
	L	Goldwind Sc&Tech	0.402	12/08/24	1.28	0.314	27.94	0.410	-0.095	-23.28	-13.76
	L	Sunnova Energy	5.237	12/08/24	-4.47	4.137	26.58	9.533	-5.395	-56.60	-35.71
		Tomra Systems	11.724	12/08/24	0.13	9.753	20.21	9.958	-0.206	-2.07	2.44
		Smith and Nephew	1,156.000	12/08/24	-0.86	975.600	18.49	1,048.500	-72.900	-6.95	-6.12
	S	Molina Healthcare	267.106	12/08/24	-0.15	231.106	15.58	265.330	-34.224	-12.90	-15.71
	L	Sprouts	76.081	12/08/24	-0.10	66.106	15.09	32.848	33.258	101.25	70.56
		Nordex	11.149	12/08/24	-2.81	9.766	14.16	10.032	-0.266	-2.66	1.28
		Daqo New Energy	12.704	12/08/24	-4.74	11.320	12.23	25.501	-14.181	-55.61	-43.77
	L	Enphase Energy	86.309	12/08/24	1.16	76.935	12.18	94.487	-17.551	-18.58	-17.80
		Interface	12.902	12/08/24	-0.79	11.525	11.94	7.863	3.662	46.57	25.11
	L	Ørsted	47.501	12/08/24	0.63	42.780	11.04	47.126	-4.346	-9.22	-6.45
	L	Voltalia	8.637	12/08/24	-0.97	7.789	10.89	12.370	-4.581	-37.03	-3.58
	S	Potlatch	32.321	12/08/24	-1.99	29.885	8.15	38.146	-8.261	-21.66	-18.34
	L	Shimano	132.576	9/08/24	-0.48	122.712	8.04	112.940	9.772	8.65	2.64
		Kingfisher	271.400	12/08/24	0.18	251.400	7.96	235.600	15.800	6.71	6.04
	S	bioMérieux	82.005	12/08/24	-0.67	76.108	7.75	78.844	-2.737	-3.47	-8.18
	L	Enlight Renewable	1,269.152	12/08/24	-3.23	1,179.748	7.58	1,322.461	-142.712	-10.79	-11.57
	L	BillerudKorsnäs	7.878	12/08/24	0.95	7.324	7.57	6.293	1.031	16.38	4.14
		China Three Gorges R	0.516	12/08/24	-0.21	0.487	6.03	0.534	-0.047	-8.82	-6.96
	L	eBay	44.147	12/08/24	-1.26	41.671	5.94	35.412	6.259	17.67	15.96
	L	EDP Renováveis	11.887	12/08/24	-0.92	11.268	5.50	14.052	-2.785	-19.82	-13.54
	S	Natura Cosmeticos	2.323	12/08/24	-0.91	2.205	5.34	2.572	-0.367	-14.26	-13.38
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
	L	Hannon Armstrong SIC	23.897	12/08/24	-1.63	22.726	5.15	20.097	2.629	13.08	18.03
	S	Severn Trent	2,514.000	12/08/24	-0.63	2,394.000	5.01	2,447.000	-53.000	-2.17	-5.11
	L	LTC Properties	28.398	12/08/24	-0.22	27.243	4.24	25.751	1.492	5.79	5.21
		Derichebourg	3.866	12/08/24	0.80	3.725	3.78	4.096	-0.371	-9.06	-7.50
	L	Ormat Technologies	56.724	12/08/24	-1.10	54.739	3.63	59.445	-4.706	-7.92	-1.65
	L	Boralex	19.854	12/08/24	0.09	19.290	2.92	19.775	-0.485	-2.45	6.32
	L	Neoen	32.564	12/08/24	-0.10	31.682	2.79	24.171	7.511	31.07	34.04
	L	Boiron	26.133	12/08/24	0.82	25.454	2.67	46.496	-21.042	-45.26	-26.77
	L	Acciona Energías	17.088	12/08/24	-0.30	16.655	2.60	22.359	-5.704	-25.51	-18.80
		MillerKnoll	21.468	12/08/24	-3.49	20.931	2.57	14.629	6.301	43.07	12.67
		Aixtron	15.561	12/08/24	-2.19	15.239	2.12	29.450	-14.212	-48.26	-38.97
		Encompass Health	68.708	12/08/24	1.33	67.522	1.76	55.719	11.803	21.18	18.94
	L	L'Occitane	3.343	29/07/24	0.72	3.285	1.76	2.497	0.788	31.55	33.49
	L	Verbund	65.205	12/08/24	1.52	64.272	1.45	69.226	-4.954	-7.16	-0.37
	L	Trina Solar	1.883	12/08/24	0.58	1.860	1.29	3.362	-1.502	-44.68	-37.35
		E.on	10.457	12/08/24	0.78	10.356	0.98	9.994	0.362	3.62	1.52
	L	Manawa Energy	1.997	12/08/24	2.46	1.978	0.97	2.100	-0.122	-5.82	-7.03
		Encavis	14.424	12/08/24		14.339	0.59	11.568	2.771	23.96	17.65
	S	Pennon Group	587.500	12/08/24	-0.84	584.500	0.51	619.000	-34.500	-5.57	-12.35
	L	Grenergy Renovables	29.230	12/08/24	1.32	29.230		21.393	7.837	36.63	28.64
		Kadant	229.635	12/08/24	-1.48	229.666	-0.01	178.199	51.468	28.88	12.66
	L	Northland Power	13.470	12/08/24	-0.47	13.539	-0.51	14.316	-0.777	-5.43	-1.02
	L	SFC Energy	16.647	12/08/24	-0.71	16.749	-0.61	17.986	-1.237	-6.88	-2.38
		ERG	19.752	12/08/24		19.888	-0.68	21.428	-1.540	-7.19	-7.91
		Aspen Pharmacare	9.927	12/08/24	0.86	10.012	-0.85	7.074	2.938	41.54	24.41
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
	S	LONGi Green Energy	1.513	12/08/24	0.87	1.526	-0.85	2.914	-1.388	-47.63	-37.98
	L	Brookfield Renewable	19.284	12/08/24	-0.45	19.485	-1.03	21.139	-1.654	-7.82	-1.40
	L	China Longyuan	0.684	12/08/24	-0.35	0.692	-1.10	0.631	0.061	9.65	14.82
	L	Geberit	457.653	12/08/24	-0.72	463.255	-1.21	407.251	56.005	13.75	5.46
	S	EJR	12.592	9/08/24	-0.87	12.763	-1.34	16.228	-3.465	-21.35	-13.68
	L	Scatec	6.269	12/08/24	-1.46	6.366	-1.51	5.076	1.290	25.40	20.18
	L	First Solar	173.417	12/08/24	3.51	176.169	-1.56	135.278	40.891	30.23	29.56
	L	GCL Poly Energy	0.115	12/08/24		0.117	-1.72	0.140	-0.023	-16.27	-8.20
		Greenvolt	7.085	12/08/24	0.60	7.212	-1.76	5.072	2.140	42.18	18.65
	L	Bloom Energy	8.812	12/08/24	-3.05	8.994	-2.02	11.670	-2.676	-22.93	-10.36
	L	Rockwool	312.199	12/08/24	-0.22	321.301	-2.83	190.320	130.981	68.82	44.07
		Deckers Outdoor	726.399	12/08/24	3.15	748.548	-2.96	424.416	324.132	76.37	39.34
		ReNew Energy Global	4.651	12/08/24	-0.84	4.809	-3.29	4.686	0.124	2.64	-0.37
	L	United Natural Foods	9.745	12/08/24	-1.28	10.117	-3.67	14.968	-4.851	-32.41	-12.37
	L	INIT Innov. in Traff	32.242	12/08/24	-3.55	33.684	-4.28	22.687	10.997	48.47	25.67
	L	McPhy Energy	1.968	8/08/24		2.058	-4.33	5.107	-3.049	-59.71	-25.63
	L	Solaria Energía	9.376	12/08/24	1.47	9.842	-4.74	12.405	-2.562	-20.66	-11.63
	S	Sims Metal Managemt	5.098	12/08/24	-2.71	5.366	-5.00	7.116	-1.751	-24.60	-22.13
		Steelcase	9.722	12/08/24	-1.76	10.252	-5.17	7.049	3.203	45.44	17.26
	S	Geox	0.473	12/08/24	0.91	0.501	-5.59	0.612	-0.112	-18.27	-17.78
	L	Canadian Solar	10.442	12/08/24	-2.51	11.082	-5.78	21.517	-10.434	-48.49	-37.13
		Energiekontor	49.635	12/08/24	-2.34	52.690	-5.80	72.806	-20.116	-27.63	-15.08
		Cdn Nat Railway	87.612	12/08/24	-0.01	93.057	-5.85	93.469	-0.412	-0.44	-2.47
		Tesla Motors	156.220	12/08/24	-1.26	166.005	-5.89	213.942	-47.937	-22.41	-1.30
		Vestas Wind Systems	17.322	12/08/24	-7.76	18.443	-6.08	18.066	0.377	2.09	-9.78
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
	L	Mayr-Melnhof	87.901	12/08/24	1.17	94.010	-6.50	111.969	-17.959	-16.04	-9.30
	L	Xinte Energy	0.764	12/08/24	1.62	0.820	-6.91	1.636	-0.816	-49.86	-27.39
	L	Verbio	13.660	12/08/24	0.06	14.704	-7.10	35.791	-21.087	-58.92	-35.23
	L	Steico	22.781	12/08/24	0.56	24.606	-7.41	21.738	2.867	13.19	-3.69
	S	Edisun Power Europe	64.341	12/08/24	1.38	69.593	-7.55	103.454	-33.861	-32.73	-26.54
		Innergex RE	5.440	12/08/24	-1.87	5.889	-7.62	7.439	-1.551	-20.84	4.78
	L	BYD Company	21.636	12/08/24	-0.28	23.499	-7.93	25.485	-1.985	-7.79	4.50
	L	JinkoSolar	14.911	12/08/24	-3.48	16.271	-8.36	23.654	-7.383	-31.21	-30.82
	L	Nel	0.409	12/08/24	-1.99	0.451	-9.39	0.777	-0.326	-41.91	-12.56
		Xinyi Solar	0.358	12/08/24	0.28	0.398	-10.18	0.617	-0.219	-35.48	-25.96
	S	SolarEdge	16.960	12/08/24	1.13	18.961	-10.55	109.858	-90.897	-82.74	-71.10
		Ricoh	6.142	9/08/24	2.12	6.874	-10.65	7.253	-0.380	-5.24	3.23
		BCPG	0.120	9/08/24		0.135	-11.20	0.231	-0.096	-41.65	-25.48
	L	Umweltbank	4.785	12/08/24	-1.40	5.413	-11.60	7.608	-2.195	-28.85	-19.44
		Algonquin	4.070	12/08/24	-4.72	4.628	-12.06	5.752	-1.124	-19.53	-8.73
		Svenska Cellulosa B	10.195	12/08/24	0.81	11.609	-12.18	10.745	0.863	8.04	4.19
		West Holdings	10.487	9/08/24	-1.38	12.166	-13.80	17.348	-5.182	-29.87	-21.75
	L	Plug Power	1.543	12/08/24	-1.02	1.804	-14.47	6.573	-4.769	-72.56	-48.44
	L	United Renewable	0.274	12/08/24	0.89	0.322	-14.72	0.386	-0.065	-16.70	-7.15
	S	Green Plains RE	10.410	12/08/24	-0.38	12.293	-15.32	26.283	-13.990	-53.23	-36.44
	L	Sino-American Sili	4.564	12/08/24	0.80	5.389	-15.32	4.164	1.225	29.41	18.53
	L	Nextracker	30.834	12/08/24	-2.01	36.482	-15.48	33.654	2.828	8.40	4.42
	S	Shoals Technologies	4.058	12/08/24	0.20	4.833	-16.04	16.404	-11.571	-70.54	-54.01
		7C Solarparken	1.939	12/08/24	0.88	2.338	-17.06	2.860	-0.522	-18.26	-18.41
		Befesa	22.518	12/08/24	0.15	27.168	-17.11	25.879	1.289	4.98	0.40
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
	S	SMA Solar	18.581	12/08/24	-1.26	22.467	-17.30	54.820	-32.353	-59.02	-55.02
	L	Kurita Water	27.583	9/08/24	-9.14	33.604	-17.92	30.123	3.482	11.56	12.00
		Ballard Power	1.445	12/08/24	-5.99	1.779	-18.77	3.214	-1.435	-44.66	-34.56
	L	Huaneng Renewables	0.468	12/08/24	0.22	0.586	-20.21	0.408	0.179	43.90	32.78
		Altus Power	2.326	12/08/24	-6.96	2.951	-21.18	4.766	-1.816	-38.10	-29.33
	L	Array Tech	5.561	12/08/24	-0.99	7.570	-26.54	19.452	-11.882	-61.08	-39.62
		FuelCell Energy	0.349	12/08/24	-1.61	0.483	-27.76	0.944	-0.461	-48.82	-50.21
	S	Maxeon Solar	0.116	12/08/24	-8.16	0.434	-73.34	10.621	-10.187	-95.91	-87.70
	L	SunPower	0.158	12/08/24	-4.76	2.144	-92.62	5.460	-3.316	-60.74	-32.66
Sustainability - 108 out of 108 instruments rated - 1/07/24 / 18/09/23 - 35 did rise, Market-Ratio(41) in GBP = 32.41 %

Technical Chart

	Sustainability RS = 41 - B/S = 72/67

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

Transactions Sustainability in Pound sterling * L41 - 72/67 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		19/02/07	413		- cash -
long	19/02/07	26/02/07	7		Nordex	100	647	15.432	17.317	1.885	12	11,220	40,615
26/02/07		5/03/07	7		- cash -
	5/03/07	12/03/07	7		Nordex	100	772	14.517	17.337	2.820	19	13,396	> 999,999
12/03/07		19/03/07	7		- cash -
	19/03/07	30/07/07	133		Nordex	100	788	16.996	20.608	3.612	21	16,243	70
30/07/07		31/08/09	763		- cash -
	31/08/09	8/03/10	189		Aixtron	100	1,349	12.036	21.470	9.434	78	28,969	206
8/03/10		5/04/10	28		- cash -
	5/04/10	3/05/10	28		Green Plains RE	100	2,745	10.552	9.600	-0.952	-9	26,356	-71
3/05/10		21/03/11	322		- cash -
	21/03/11	9/05/11	49		Keurig Dr Pepper	100	695	37.920	46.739	8.819	23	32,485	375
9/05/11		18/03/13	679		- cash -
	18/03/13	16/12/13	273		SunPower	100	4,193	7.747	17.144	9.397	121	71,887	189
16/12/13		30/12/13	14		- cash -
	30/12/13	28/07/14	210		Plug Power	100	72,780	0.988	3.250	2.262	229	236,551	693
28/07/14		29/09/14	63		- cash -
	29/09/14	6/10/14	7		Plug Power	100	85,946	2.752	2.743	-0.010	0	235,722	-17
6/10/14		30/09/19	1820		- cash -
	30/09/19	2/12/19	63		Enphase Energy	100	13,040	18.075	17.055	-1.021	-6	222,409	-29
2/12/19		10/02/20	70		- cash -
	10/02/20	2/03/20	21		Tesla Motors	100	5,585	39.820	38.783	-1.036	-3	216,620	-37
2/03/20		20/07/20	140		- cash -
	20/07/20	6/09/21	413		Tesla Motors	100	2,503	86.542	176.694	90.152	104	442,271	88
6/09/21		30/06/26	1758		- cash -
accum	19/02/07	6/09/21	1400	days out of 7484 invested (19%)						4,323		442,271	169

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Plug Power	long	30/12/13	28/07/14	210	0.99	3.25	2.26	229.06
		29/09/14	6/10/14	7	2.75	2.74	-0.01	-0.35	227.90
SunPower		18/03/13	16/12/13	273	7.75	17.14	9.40	121.30	121.30
Tesla Motors		10/02/20	2/03/20	21	39.82	38.78	-1.04	-2.60
		20/07/20	6/09/21	413	86.54	176.69	90.15	104.17	98.86
Aixtron		31/08/09	8/03/10	189	12.04	21.47	9.43	78.38	78.38
Nordex		19/02/07	26/02/07	7	15.43	17.32	1.89	12.21
		5/03/07	12/03/07	7	14.52	17.34	2.82	19.42
		19/03/07	30/07/07	133	17.00	20.61	3.61	21.25	62.49
Keurig Dr Pepper		21/03/11	9/05/11	49	37.92	46.74	8.82	23.26	23.26
Enphase Energy		30/09/19	2/12/19	63	18.08	17.05	-1.02	-5.65	-5.65
Green Plains RE		5/04/10	3/05/10	28	10.55	9.60	-0.95	-9.02	-9.02

Annotations

28/03/24	EJR	stock split 1:3 (three for one)
6/02/23	Enlight Renewable	reverse split 10:1 (one for ten)
25/08/22	Tesla Motors	stock split 1:3 (three for one)
27/05/22	Tomra Systems	stock split 1:2 (two for one)
29/07/21	United Renewable	reverse stock split 0.5658:1
1/04/21	GCL Poly Energy	suspended
14/12/20	Brookfield Renewable	Stock split 2:3 (three for two)
17/11/20	Daqo New Energy	stock split 1:5 (five for one)
27/02/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
2/01/18	HealthSouth	renames herself Encompass Health Corporation and gets new IDs and ticker
20/09/17	bioMérieux	stock split 1:3 (three for one)
18/09/17	Umweltbank	stock split 1:5 (five for one)
3/07/17	Xinjiang Goldwind	stock split 10:13 (thirteen for ten)
14/03/17	Sustainability	standard techniques were re-calculated.
12/09/16	E.on	demerger of Uniper (power plants) 10 + 1 (one additional Uniper for ten E.on)
8/08/16	Capital Stage	acquires Chorus Clean Energy
17/02/16	Nachhaltigkeit	Keurig Green Mountain drops out due to acquisition by JAB (Reimann).
25/01/16	HealthSouth	recording started
1/01/16	Sunrun	recording started
20/08/15	Nachhaltigkeit	complete analysis
20/07/15	eBay	spin-off of PayPal ratio 2790 : 3839
1/07/15	Scatec Solar	monitoring started


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