Share-o-matic

Assessment - nx-25 - Natur-Aktienindex in Swiss Franc - 7/01/24 - RS = 9

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/29/24	prc diff	⇓ Δ9	⇓∅-RS
	L	SOM Price Index	849.241	8/12/24	-0.26	866.737	-2.02	841.738	24.999	2.97	15.60
	L	Eramet	70.125	8/12/24	5.24	94.696	-25.95	91.266	3.429	3.76	33.82
	L	First Solar	198.102	8/12/24	3.51	201.247	-1.56	164.578	36.669	22.28	32.69
		Deckers Outdoor	829.802	8/12/24	3.15	855.104	-2.96	757.616	97.488	12.87	42.68
		Oatly	0.800	8/12/24	1.57	0.833	-4.01	0.910	-0.077	-8.48	-9.07
	L	Verbund	74.487	8/12/24	1.52	73.421	1.45	69.206	4.214	6.09	1.79
		Encompass Health	78.489	8/12/24	1.33	77.134	1.76	76.123	1.011	1.33	21.76
	L	Mayr-Melnhof	100.414	8/12/24	1.17	107.393	-6.50	112.838	-5.445	-4.83	-7.28
	L	L'Occitane	3.819	7/29/24	0.72	3.753	1.76	3.424	0.329	9.60	36.73
		Tomra Systems	13.393	8/12/24	0.13	11.141	20.21	11.330	-0.189	-1.67	4.95
		Cdn Nat Railway	100.083	8/12/24	-0.01	106.304	-5.85	113.061	-6.757	-5.98	-0.25
	L	Sprouts	86.911	8/12/24	-0.10	75.516	15.09	61.433	14.083	22.92	74.70
	L	LTC Properties	32.440	8/12/24	-0.22	31.121	4.24	29.570	1.551	5.25	7.59
	L	Shimano	151.449	8/09/24	-0.48	140.180	8.04	146.426	-6.247	-4.27	4.99
	S	Severn Trent	2,871.869	8/12/24	-0.63	2,734.787	5.01	2,836.598	-101.811	-3.59	-2.40
	L	Geberit	522.800	8/12/24	-0.72	529.200	-1.21	498.700	30.500	6.12	10.57
		Interface	14.738	8/12/24	-0.79	13.166	11.94	14.344	-1.178	-8.21	28.10
	L	Ormat Technologies	64.799	8/12/24	-1.10	62.531	3.63	58.685	3.846	6.55	0.57
	L	eBay	50.432	8/12/24	-1.26	47.603	5.94	48.009	-0.406	-0.85	18.72
		Tesla Motors	178.458	8/12/24	-1.26	189.635	-5.89	176.610	13.026	7.38	0.78
	L	Umweltbank	5.467	8/12/24	-1.40	6.184	-11.60	6.247	-0.063	-1.01	-17.68
	S	Intel	17.494	8/12/24	-1.78	27.868	-37.22	28.542	-0.674	-2.36	-16.59
		MillerKnoll	24.524	8/12/24	-3.49	23.910	2.57	23.836	0.074	0.31	15.14
	L	INIT Innov. in Traff	36.832	8/12/24	-3.55	38.479	-4.28	39.337	-0.858	-2.18	28.66
		Vestas Wind Systems	19.788	8/12/24	-7.76	21.068	-6.08	24.220	-3.152	-13.01	-7.73
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/29/24	prc diff	⇓ Δ9	⇓∅-RS
	L	Kurita Water	31.509	8/09/24	-9.14	38.388	-17.92	36.152	2.236	6.19	14.63
nx-25 - 25 out of 25 instruments rated - 7/01/24 / 4/29/24 - 13 did rise, Market-Ratio(9) in CHF = 52.00 %

Technical Chart

	nx-25 RS = 9 - B/S = 68/39

1/03/22	scale up chart	7/01/24

Transactions nx-25 - Natur-Aktienindex in Swiss Franc * L9 - 68/39 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		8/14/06	224		- cash -
long	8/14/06	7/30/07	350		Vestas Wind Systems	100	1,400	7.142	16.031	8.888	124	22,444	132
7/30/07		10/08/07	70		- cash -
	10/08/07	12/31/07	84		Vestas Wind Systems	100	1,133	19.804	24.547	4.743	24	27,818	154
12/31/07		3/24/08	84		- cash -
	3/24/08	7/07/08	105		First Solar	100	120	230.754	286.100	55.346	24	34,459	111
7/07/08		2/09/09	217		- cash -
	2/09/09	2/23/09	14		Boiron	100	1,057	32.581	33.808	1.227	4	35,756	162
2/23/09		4/27/09	63		- cash -
	4/27/09	11/30/09	217		EnerNOC	100	1,859	19.228	26.601	7.373	38	49,463	73
11/30/09		12/07/09	7		- cash -
	12/07/09	6/07/10	182		EnerNOC	100	1,764	28.037	30.299	2.262	8	53,454	17
6/07/10		7/26/10	49		- cash -
	7/26/10	3/14/11	231		Interface	100	4,174	12.804	15.336	2.532	20	64,024	33
3/14/11		5/16/11	63		- cash -
	5/16/11	6/06/11	21		Umweltbank	100	10,200	6.276	7.091	0.814	13	72,329	733
6/06/11		1/23/12	231		- cash -
	1/23/12	5/21/12	119		Kansas City Southern	100	1,069	67.609	63.281	-4.328	-6	67,702	-18
5/21/12		8/06/12	77		- cash -
	8/06/12	11/12/12	98		Shimano	100	97,447	0.695	0.601	-0.094	-14	58,517	-42
11/12/12		1/07/13	56		- cash -
	1/07/13	6/24/13	168		First Solar	100	2,040	28.682	41.565	12.883	45	84,798	124
6/24/13		8/12/13	49		- cash -
	8/12/13	10/13/14	427		Tesla Motors	100	9,323	9.095	14.203	5.108	56	132,423	46
10/13/14		12/15/14	63		- cash -
	12/15/14	6/15/15	182		Shimano	100	102,095	1.297	1.242	-0.055	-4	126,845	-8
6/15/15		3/21/16	280		- cash -
	3/21/16	6/27/16	98		First Solar	100	1,834	69.136	43.229	-25.907	-37	79,333	-83
6/27/16		8/29/16	63		- cash -
	8/29/16	10/31/16	63		Vestas Wind Systems	100	4,903	16.180	15.869	-0.311	-2	77,810	-11
10/31/16		2/27/17	119		- cash -
	2/27/17	8/21/17	175		SunOpta	100	10,651	7.305	8.369	1.064	15	89,141	33
8/21/17		1/15/18	147		- cash -
	1/15/18	3/05/18	49		First Solar	100	1,260	70.693	62.093	-8.601	-12	78,304	-62
3/05/18		2/11/19	343		- cash -
	2/11/19	8/26/19	196		Verbund	100	1,610	48.621	58.899	10.278	21	94,851	43
8/26/19		10/28/19	63		- cash -
	10/28/19	3/02/20	126		INIT Innov. in Traff	100	3,904	24.296	23.183	-1.113	-5	90,505	-13
3/02/20		5/18/20	77		- cash -
	5/18/20	10/04/21	504		Tesla Motors	100	1,720	52.591	240.799	188.208	358	414,222	201
10/04/21		7/25/22	294		- cash -
	7/25/22	9/26/22	63		Boiron	100	8,857	46.765	42.010	-4.755	-10	372,105	-46
9/26/22		11/28/22	63		- cash -
	11/28/22	3/20/23	112		First Solar	100	2,368	157.112	189.925	32.813	21	449,807	86
3/20/23		12/11/23	266		- cash -
	12/11/23	8/12/24	245		Deckers Outdoor	100	732	613.924	829.802	215.878	35	607,830	57
accum	8/14/06	8/12/24	4367	days out of 7335 invested (60%)						5,978		607,830	41

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Tesla Motors	long	8/12/13	10/13/14	427	9.09	14.20	5.11	56.17
		5/18/20	10/04/21	504	52.59	240.80	188.21	357.87	615.05
Vestas Wind Systems		8/14/06	7/30/07	350	7.14	16.03	8.89	124.44
		10/08/07	12/31/07	84	19.80	24.55	4.74	23.95
		8/29/16	10/31/16	63	16.18	15.87	-0.31	-1.92	172.86
EnerNOC		4/27/09	11/30/09	217	19.23	26.60	7.37	38.35
		12/07/09	6/07/10	182	28.04	30.30	2.26	8.07	49.51
Deckers Outdoor		12/11/23	8/12/24	245	613.92	829.80	215.88	35.16	35.16
Verbund		2/11/19	8/26/19	196	48.62	58.90	10.28	21.14	21.14
Interface		7/26/10	3/14/11	231	12.80	15.34	2.53	19.78	19.78
First Solar		3/24/08	7/07/08	105	230.75	286.10	55.35	23.98
		1/07/13	6/24/13	168	28.68	41.56	12.88	44.91
		3/21/16	6/27/16	98	69.14	43.23	-25.91	-37.47
		1/15/18	3/05/18	49	70.69	62.09	-8.60	-12.17
		11/28/22	3/20/23	112	157.11	189.93	32.81	20.89	19.29
SunOpta		2/27/17	8/21/17	175	7.31	8.37	1.06	14.56	14.56
Umweltbank		5/16/11	6/06/11	21	6.28	7.09	0.81	12.97	12.97
INIT Innov. in Traff		10/28/19	3/02/20	126	24.30	23.18	-1.11	-4.58	-4.58
Kansas City Southern		1/23/12	5/21/12	119	67.61	63.28	-4.33	-6.40	-6.40
Boiron		2/09/09	2/23/09	14	32.58	33.81	1.23	3.77
		7/25/22	9/26/22	63	46.77	42.01	-4.76	-10.17	-6.78
Shimano		8/06/12	11/12/12	98	0.69	0.60	-0.09	-13.57
		12/15/14	6/15/15	182	1.30	1.24	-0.05	-4.21	-17.21

Annotations

8/05/24	nx-25	Visa replaces L'Occitane
9/18/23	nx-25	Eramet replaces Boiron
8/25/22	Tesla Motors	stock split 1:3 (three for one)
8/18/22	nx-25	Oatly Group replaces Beyond Meat
5/27/22	Tomra Systems	stock split 1:2 (two for one)
5/31/21	nx-25	Canadian National Railway replaces Kansas City Southern due to upcoming merger
6/06/20	nx-25	Deckers Outdoor Corporation replaces Geox
2/07/20	nx-25	Beyond Meat replaces SunOpta
1/02/18	HealthSouth	renames herself Encompass Health Corporation and gets new IDs and ticker
9/18/17	Umweltbank	stock split 1:5 (five for one)
7/26/17	nx-25	LTC Properties and Sprouts Farmers Market replace EnerNOC (->Enel) and Whole Foods (-> Amazon)
6/01/17	nx-25	Intel replaces Ricoh due to national weight shifts in MSCI World
2/17/16	SOM Price Index	The nx-25 index is published by Öko-Invest Verlag, Vienna. The index provided on this site is an equal weighted price index calculated on Dollar basis starting in 2005 with an initial value of 100 (Share-o-matic standard for comparability reasons). Therefore the gradient differs from the original nx-25 index.
1/25/16	nx-25	complete analysis
	nx-25	HealthSouth replaces Keurig Green Mountain (2015-12-31)
	HealthSouth	recording started
8/17/15	nx-25	complete analysis
	nx-25	Gaiam replaced by eBay
7/20/15	eBay	spin-off of PayPal ratio 2790 : 3839
3/14/15	nx-25	first complete analysis


	is taking down something concerning