Share-o-matic - Portfolio

Sun, 16th Aug 2026, 16:39UTC

Assessment - Sustainability in Dollar - 1/07/24 - RS = 41

		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
	L	SOM Sustainability	764.051	12/08/24	-0.76	785.582	-2.74	919.075	-133.493	-14.52	-5.63
	L	Sunrun	17.330	12/08/24	-3.13	10.915	58.77	14.100	-3.185	-22.59	-4.22
		Energy Recovery	16.600	12/08/24	-0.30	12.700	30.71	22.900	-10.200	-44.54	-28.33
	L	Goldwind Sc&Tech	0.508	12/08/24	1.28	0.397	27.94	0.508	-0.111	-21.78	-13.43
	L	Sunnova Energy	6.620	12/08/24	-4.47	5.230	26.58	11.820	-6.590	-55.75	-39.06
		Tomra Systems	14.821	12/08/24	0.13	12.329	20.21	12.348	-0.019	-0.15	2.99
		Smith and Nephew	1,461.394	12/08/24	-0.86	1,233.335	18.49	1,300.102	-66.767	-5.14	-6.42
	S	Molina Healthcare	337.670	12/08/24	-0.15	292.160	15.58	329.000	-36.840	-11.20	-10.63
	L	Sprouts	96.180	12/08/24	-0.10	83.570	15.09	40.730	42.840	105.18	61.79
		Nordex	14.094	12/08/24	-2.81	12.346	14.16	12.440	-0.094	-0.76	1.69
		Daqo New Energy	16.060	12/08/24	-4.74	14.310	12.23	31.620	-17.310	-54.74	-26.64
	L	Enphase Energy	109.110	12/08/24	1.16	97.260	12.18	117.160	-19.900	-16.99	2.00
		Interface	16.310	12/08/24	-0.79	14.570	11.94	9.750	4.820	49.44	29.79
	L	Ørsted	60.050	12/08/24	0.63	54.081	11.04	58.434	-4.353	-7.45	-5.94
	L	Voltalia	10.919	12/08/24	-0.97	9.847	10.89	15.338	-5.492	-35.80	-3.13
	S	Potlatch	40.860	12/08/24	-1.99	37.780	8.15	47.300	-9.520	-20.13	-12.51
	L	Shimano	167.601	9/08/24	-0.48	155.130	8.04	140.041	15.089	10.77	3.05
		Kingfisher	343.099	12/08/24	0.18	317.815	7.96	292.135	25.680	8.79	8.80
	S	bioMérieux	103.669	12/08/24	-0.67	96.214	7.75	97.764	-1.550	-1.59	-7.82
	L	Enlight Renewable	1,604.438	12/08/24	-3.23	1,491.416	7.58	1,639.803	-148.387	-9.05	-11.15
	L	BillerudKorsnäs	9.959	12/08/24	0.95	9.258	7.57	7.803	1.455	18.65	4.48
		China Three Gorges R	0.652	12/08/24	-0.21	0.615	6.03	0.662	-0.047	-7.04	-6.62
	L	eBay	55.810	12/08/24	-1.26	52.680	5.94	43.910	8.770	19.97	17.79
	L	EDP Renováveis	15.027	12/08/24	-0.92	14.244	5.50	17.424	-3.180	-18.25	-13.18
	S	Natura Cosmeticos	2.936	12/08/24	-0.91	2.787	5.34	3.189	-0.401	-12.59	-12.99
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
	L	Hannon Armstrong SIC	30.210	12/08/24	-1.63	28.730	5.15	24.920	3.810	15.29	27.72
	S	Severn Trent	3,178.152	12/08/24	-0.63	3,026.450	5.01	3,034.192	-7.741	-0.26	-4.17
	L	LTC Properties	35.900	12/08/24	-0.22	34.440	4.24	31.930	2.510	7.86	3.25
		Derichebourg	4.887	12/08/24	0.80	4.709	3.78	5.079	-0.370	-7.28	-7.10
	L	Ormat Technologies	71.710	12/08/24	-1.10	69.200	3.63	73.710	-4.510	-6.12	4.32
	L	Boralex	25.099	12/08/24	0.09	24.386	2.92	24.520	-0.134	-0.55	6.80
	L	Neoen	41.167	12/08/24	-0.10	40.052	2.79	29.971	10.081	33.63	34.60
	L	Boiron	33.037	12/08/24	0.82	32.179	2.67	57.653	-25.474	-44.19	-26.53
	L	Acciona Energías	21.603	12/08/24	-0.30	21.056	2.60	27.725	-6.669	-24.06	-18.49
		MillerKnoll	27.140	12/08/24	-3.49	26.460	2.57	18.140	8.320	45.87	8.52
		Aixtron	19.672	12/08/24	-2.19	19.264	2.12	36.517	-17.253	-47.25	-38.75
		Encompass Health	86.860	12/08/24	1.33	85.360	1.76	69.090	16.270	23.55	19.95
	L	L'Occitane	4.226	29/07/24	0.72	4.153	1.76	3.097	1.057	34.12	34.00
	L	Verbund	82.431	12/08/24	1.52	81.251	1.45	85.838	-4.587	-5.34	-0.05
	L	Trina Solar	2.381	12/08/24	0.58	2.351	1.29	4.168	-1.817	-43.60	-37.13
		E.on	13.220	12/08/24	0.78	13.091	0.98	12.392	0.700	5.65	1.91
	L	Manawa Energy	2.525	12/08/24	2.46	2.501	0.97	2.604	-0.104	-3.99	-6.68
		Encavis	18.235	12/08/24		18.127	0.59	14.344	3.784	26.38	18.17
	S	Pennon Group	742.707	12/08/24	-0.84	738.914	0.51	767.538	-28.624	-3.73	-13.07
	L	Grenergy Renovables	36.952	12/08/24	1.32	36.952		26.527	10.425	39.30	29.30
		Kadant	290.300	12/08/24	-1.48	290.340	-0.01	220.960	69.380	31.40	8.96
	L	Northland Power	17.028	12/08/24	-0.47	17.116	-0.51	17.752	-0.636	-3.58	-0.58
	L	SFC Energy	21.045	12/08/24	-0.71	21.174	-0.61	22.302	-1.128	-5.06	-1.95
		ERG	24.971	12/08/24		25.142	-0.68	26.570	-1.427	-5.37	-7.51
		Aspen Pharmacare	12.550	12/08/24	0.86	12.657	-0.85	8.771	3.886	44.30	24.94
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
	S	LONGi Green Energy	1.913	12/08/24	0.87	1.929	-0.85	3.613	-1.684	-46.61	-37.77
	L	Brookfield Renewable	24.378	12/08/24	-0.45	24.633	-1.03	26.212	-1.579	-6.02	-0.95
	L	China Longyuan	0.865	12/08/24	-0.35	0.875	-1.10	0.783	0.092	11.79	15.25
	L	Geberit	578.556	12/08/24	-0.72	585.639	-1.21	504.976	80.663	15.97	5.90
	S	EJR	15.918	9/08/24	-0.87	16.135	-1.34	20.122	-3.987	-19.81	-13.37
	L	Scatec	7.926	12/08/24	-1.46	8.048	-1.51	6.294	1.753	27.85	20.79
	L	First Solar	219.230	12/08/24	3.51	222.710	-1.56	167.740	54.970	32.77	53.49
	L	GCL Poly Energy	0.146	12/08/24		0.149	-1.72	0.174	-0.025	-14.63	-7.85
		Greenvolt	8.956	12/08/24	0.60	9.117	-1.76	6.289	2.828	44.96	19.19
	L	Bloom Energy	11.140	12/08/24	-3.05	11.370	-2.02	14.470	-3.100	-21.42	10.15
	L	Rockwool	394.677	12/08/24	-0.22	406.183	-2.83	235.990	170.193	72.12	44.74
		Deckers Outdoor	918.300	12/08/24	3.15	946.300	-2.96	526.260	420.040	79.82	52.40
		ReNew Energy Global	5.880	12/08/24	-0.84	6.080	-3.29	5.810	0.270	4.65	2.27
	L	United Natural Foods	12.320	12/08/24	-1.28	12.790	-3.67	18.560	-5.770	-31.09	-6.76
	L	INIT Innov. in Traff	40.760	12/08/24	-3.55	42.583	-4.28	28.131	14.452	51.37	26.26
	L	McPhy Energy	2.488	8/08/24		2.601	-4.33	6.332	-3.731	-58.92	-25.37
	L	Solaria Energía	11.852	12/08/24	1.47	12.442	-4.74	15.381	-2.939	-19.11	-11.32
	S	Sims Metal Managemt	6.444	12/08/24	-2.71	6.783	-5.00	8.824	-2.041	-23.13	-21.82
		Steelcase	12.290	12/08/24	-1.76	12.960	-5.17	8.740	4.220	48.28	14.76
	S	Geox	0.597	12/08/24	0.91	0.633	-5.59	0.759	-0.127	-16.67	-17.45
	L	Canadian Solar	13.200	12/08/24	-2.51	14.010	-5.78	26.680	-12.670	-47.49	-27.00
		Energiekontor	62.748	12/08/24	-2.34	66.610	-5.80	90.277	-23.667	-26.22	-14.75
		Cdn Nat Railway	110.757	12/08/24	-0.01	117.641	-5.85	115.898	1.743	1.50	-2.08
		Tesla Motors	197.490	12/08/24	-1.26	209.860	-5.89	265.280	-55.420	-20.89	-12.07
		Vestas Wind Systems	21.899	12/08/24	-7.76	23.315	-6.08	22.401	0.914	4.08	-9.35
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
	L	Mayr-Melnhof	111.123	12/08/24	1.17	118.846	-6.50	138.838	-19.992	-14.40	-8.94
	L	Xinte Energy	0.965	12/08/24	1.62	1.037	-6.91	2.029	-0.992	-48.88	-27.17
	L	Verbio	17.269	12/08/24	0.06	18.589	-7.10	44.379	-25.790	-58.11	-35.04
	L	Steico	28.800	12/08/24	0.56	31.106	-7.41	26.955	4.151	15.40	-3.24
	S	Edisun Power Europe	81.339	12/08/24	1.38	87.979	-7.55	128.280	-40.301	-31.42	-26.29
		Innergex RE	6.877	12/08/24	-1.87	7.444	-7.62	9.225	-1.780	-19.30	5.22
	L	BYD Company	27.351	12/08/24	-0.28	29.707	-7.93	31.600	-1.893	-5.99	4.84
	L	JinkoSolar	18.850	12/08/24	-3.48	20.570	-8.36	29.330	-8.760	-29.87	-20.77
	L	Nel	0.517	12/08/24	-1.99	0.571	-9.39	0.963	-0.393	-40.78	-12.20
		Xinyi Solar	0.452	12/08/24	0.28	0.503	-10.18	0.765	-0.262	-34.22	-25.66
	S	SolarEdge	21.440	12/08/24	1.13	23.970	-10.55	136.220	-112.250	-82.40	-55.38
		Ricoh	7.764	9/08/24	2.12	8.689	-10.65	8.994	-0.304	-3.38	3.59
		BCPG	0.151	9/08/24		0.170	-11.20	0.286	-0.116	-40.51	-25.24
	L	Umweltbank	6.050	12/08/24	-1.40	6.843	-11.60	9.434	-2.591	-27.46	-19.11
		Algonquin	5.145	12/08/24	-4.72	5.851	-12.06	7.132	-1.281	-17.96	-8.32
		Svenska Cellulosa B	12.889	12/08/24	0.81	14.675	-12.18	13.324	1.352	10.15	4.55
		West Holdings	13.257	9/08/24	-1.38	15.380	-13.80	21.511	-6.131	-28.50	-21.53
	L	Plug Power	1.950	12/08/24	-1.02	2.280	-14.47	8.150	-5.870	-72.02	-39.70
	L	United Renewable	0.347	12/08/24	0.89	0.407	-14.72	0.479	-0.072	-15.08	-6.80
	S	Green Plains RE	13.160	12/08/24	-0.38	15.540	-15.32	32.590	-17.050	-52.32	-40.12
	L	Sino-American Sili	5.770	12/08/24	0.80	6.813	-15.32	5.164	1.649	31.94	19.02
	L	Nextracker	38.980	12/08/24	-2.01	46.120	-15.48	41.730	4.390	10.52	32.31
	S	Shoals Technologies	5.130	12/08/24	0.20	6.110	-16.04	20.340	-14.230	-69.96	-51.10
		7C Solarparken	2.451	12/08/24	0.88	2.955	-17.06	3.546	-0.591	-16.66	-18.08
		Befesa	28.467	12/08/24	0.15	34.345	-17.11	32.089	2.256	7.03	0.85
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
	S	SMA Solar	23.490	12/08/24	-1.26	28.403	-17.30	67.975	-39.572	-58.22	-54.82
	L	Kurita Water	34.869	9/08/24	-9.14	42.482	-17.92	37.351	5.131	13.74	12.50
		Ballard Power	1.827	12/08/24	-5.99	2.249	-18.77	3.985	-1.737	-43.58	-34.30
	L	Huaneng Renewables	0.592	12/08/24	0.22	0.741	-20.21	0.505	0.236	46.71	33.39
		Altus Power	2.940	12/08/24	-6.96	3.730	-21.18	5.910	-2.180	-36.89	-19.15
	L	Array Tech	7.030	12/08/24	-0.99	9.570	-26.54	24.120	-14.550	-60.32	-22.33
		FuelCell Energy	0.441	12/08/24	-1.61	0.611	-27.76	1.170	-0.560	-47.82	-35.70
	S	Maxeon Solar	0.146	12/08/24	-8.16	0.549	-73.34	13.170	-12.621	-95.83	-75.99
	L	SunPower	0.200	12/08/24	-4.76	2.710	-92.62	6.770	-4.060	-59.97	-34.59
Sustainability - 108 out of 108 instruments rated - 1/07/24 / 18/09/23 - 36 did rise, Market-Ratio(41) in USD = 33.33 %

Technical Chart

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

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

Transactions Sustainability in Dollar * 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	332	30.073	33.997	3.924	13	11,303	59,817
26/02/07		5/03/07	7		- cash -
	5/03/07	12/03/07	7		Nordex	100	399	28.271	33.501	5.230	18	13,390	697,882
12/03/07		19/03/07	7		- cash -
	19/03/07	30/07/07	133		Nordex	100	405	33.015	41.709	8.694	26	16,911	90
30/07/07		31/08/09	763		- cash -
	31/08/09	8/03/10	189		Aixtron	100	863	19.581	32.496	12.915	66	28,056	166
8/03/10		5/04/10	28		- cash -
	5/04/10	3/05/10	28		Green Plains RE	100	1,748	16.050	14.670	-1.380	-9	25,644	-69
3/05/10		21/03/11	322		- cash -
	21/03/11	9/05/11	49		Keurig Dr Pepper	100	416	61.570	76.500	14.930	24	31,855	404
9/05/11		18/03/13	679		- cash -
	18/03/13	16/12/13	273		SunPower	100	2,720	11.710	27.940	16.230	139	76,001	220
16/12/13		30/12/13	14		- cash -
	30/12/13	28/07/14	210		Plug Power	100	46,626	1.630	5.520	3.890	239	257,376	733
28/07/14		29/09/14	63		- cash -
	29/09/14	6/10/14	7		Plug Power	100	57,578	4.470	4.410	-0.060	-1	253,921	-51
6/10/14		30/09/19	1820		- cash -
	30/09/19	2/12/19	63		Enphase Energy	100	11,422	22.230	22.070	-0.160	-1	252,093	-4
2/12/19		10/02/20	70		- cash -
	10/02/20	2/03/20	21		Tesla Motors	100	4,902	51.419	49.575	-1.844	-4	243,054	-47
2/03/20		20/07/20	140		- cash -
	20/07/20	6/09/21	413		Tesla Motors	100	2,219	109.533	244.523	134.990	123	542,597	103
6/09/21		16/08/26	1805		- cash -
accum	19/02/07	6/09/21	1400	days out of 7531 invested (19%)						5,326		542,597	183

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	1.63	5.52	3.89	238.65
		29/09/14	6/10/14	7	4.47	4.41	-0.06	-1.34	234.10
SunPower		18/03/13	16/12/13	273	11.71	27.94	16.23	138.60	138.60
Tesla Motors		10/02/20	2/03/20	21	51.42	49.57	-1.84	-3.59
		20/07/20	6/09/21	413	109.53	244.52	134.99	123.24	115.24
Nordex		19/02/07	26/02/07	7	30.07	34.00	3.92	13.05
		5/03/07	12/03/07	7	28.27	33.50	5.23	18.50
		19/03/07	30/07/07	133	33.02	41.71	8.69	26.33	69.24
Aixtron		31/08/09	8/03/10	189	19.58	32.50	12.91	65.96	65.96
Keurig Dr Pepper		21/03/11	9/05/11	49	61.57	76.50	14.93	24.25	24.25
Enphase Energy		30/09/19	2/12/19	63	22.23	22.07	-0.16	-0.72	-0.72
Green Plains RE		5/04/10	3/05/10	28	16.05	14.67	-1.38	-8.60	-8.60

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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