Share-o-matic - Assessment nx-25 (nx-25 - Natur-Aktienindex)

Assessment - nx-25 - Natur-Aktienindex in Euro - 1/07/24 - RS = 9

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/04/24	prc diff	⇓ Δ9	∅-RS
	L	SOM Price Index	876.184	12/08/24	-0.26	894.235	-2.02	862.339	31.895	3.70	14.43
	L	Sprouts	89.668	12/08/24	-0.10	77.912	15.09	62.937	14.975	23.79	72.84
	L	First Solar	204.387	12/08/24	3.51	207.632	-1.56	168.606	39.026	23.15	31.25
		Deckers Outdoor	856.128	12/08/24	3.15	882.232	-2.96	776.159	106.074	13.67	41.22
	L	L'Occitane	3.940	29/07/24	0.72	3.872	1.76	3.508	0.364	10.38	37.10
	L	Eramet	72.350	12/08/24	5.24	97.700	-25.95	93.500	4.200	4.49	31.07
		Interface	15.206	12/08/24	-0.79	13.584	11.94	14.695	-1.111	-7.56	26.78
	L	INIT Innov. in Traff	38.000	12/08/24	-3.55	39.700	-4.28	40.300	-0.600	-1.49	27.98
		Encompass Health	80.979	12/08/24	1.33	79.581	1.76	77.986	1.595	2.05	20.49
	L	Kurita Water	32.509	9/08/24	-9.14	39.606	-17.92	37.036	2.569	6.94	13.45
	L	eBay	52.031	12/08/24	-1.26	49.113	5.94	49.184	-0.071	-0.14	17.46
	L	Shimano	156.254	9/08/24	-0.48	144.627	8.04	150.010	-5.383	-3.59	3.93
	L	Geberit	539.386	12/08/24	-0.72	545.989	-1.21	510.906	35.084	6.87	6.80
		MillerKnoll	25.303	12/08/24	-3.49	24.669	2.57	24.420	0.249	1.02	14.09
	L	Ormat Technologies	66.855	12/08/24	-1.10	64.515	3.63	60.121	4.394	7.31	-0.41
		Tomra Systems	13.818	12/08/24	0.13	11.494	20.21	11.607	-0.113	-0.97	3.80
	L	LTC Properties	33.469	12/08/24	-0.22	32.108	4.24	30.294	1.815	5.99	6.52
		Cdn Nat Railway	103.259	12/08/24	-0.01	109.677	-5.85	115.828	-6.151	-5.31	-1.23
		Vestas Wind Systems	20.416	12/08/24	-7.76	21.737	-6.08	24.813	-3.077	-12.40	-8.63
	L	Verbund	76.850	12/08/24	1.52	75.750	1.45	70.900	4.850	6.84	-1.50
		Oatly	0.825	12/08/24	1.57	0.859	-4.01	0.932	-0.073	-7.83	-9.99
	S	Severn Trent	2,962.981	12/08/24	-0.63	2,821.549	5.01	2,906.023	-84.474	-2.91	-3.34
	L	Mayr-Melnhof	103.600	12/08/24	1.17	110.800	-6.50	115.600	-4.800	-4.15	-7.39
		Tesla Motors	184.119	12/08/24	-1.26	195.652	-5.89	180.932	14.719	8.14	-0.12
	L	Umweltbank	5.640	12/08/24	-1.40	6.380	-11.60	6.400	-0.020	-0.31	-15.93
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/04/24	prc diff	⇓ Δ9	∅-RS
	S	Intel	18.049	12/08/24	-1.78	28.752	-37.22	29.240	-0.488	-1.67	-17.28
nx-25 - 25 out of 25 instruments rated - 1/07/24 / 29/04/24 - 13 did rise, Market-Ratio(9) in EUR = 52.00 %

Technical Chart

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

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

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

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		14/08/06	224		- cash -
long	14/08/06	30/07/07	350		Vestas Wind Systems	100	2,213	4.517	9.730	5.214	115	21,537	123
30/07/07		8/10/07	70		- cash -
	8/10/07	31/12/07	84		Vestas Wind Systems	100	1,811	11.889	14.803	2.914	25	26,815	159
31/12/07		24/03/08	84		- cash -
	24/03/08	7/07/08	105		First Solar	100	180	148.166	177.669	29.502	20	32,126	88
7/07/08		9/02/09	217		- cash -
	9/02/09	23/02/09	14		Boiron	100	1,481	21.680	22.800	1.120	5	33,784	272
23/02/09		27/04/09	63		- cash -
	27/04/09	30/11/09	217		EnerNOC	100	2,650	12.747	17.649	4.902	38	46,775	73
30/11/09		7/12/09	7		- cash -
	7/12/09	7/06/10	182		EnerNOC	100	2,519	18.564	21.789	3.225	17	54,898	38
7/06/10		26/07/10	49		- cash -
	26/07/10	14/03/11	231		Interface	100	5,837	9.405	11.861	2.456	26	69,235	44
14/03/11		16/05/11	63		- cash -
	16/05/11	6/06/11	21		Umweltbank	100	13,902	4.980	5.810	0.830	17	80,773	1,357
6/06/11		23/01/12	231		- cash -
	23/01/12	21/05/12	119		Kansas City Southern	100	1,443	55.949	52.686	-3.264	-6	76,064	-17
21/05/12		6/08/12	77		- cash -
	6/08/12	12/11/12	98		Shimano	100	131,565	0.578	0.498	-0.080	-14	65,516	-43
12/11/12		7/01/13	56		- cash -
	7/01/13	24/06/13	168		First Solar	100	2,760	23.734	33.897	10.164	43	93,567	117
24/06/13		12/08/13	49		- cash -
	12/08/13	13/10/14	427		Tesla Motors	100	12,665	7.387	11.751	4.363	59	148,827	49
13/10/14		15/12/14	63		- cash -
	15/12/14	15/06/15	182		Shimano	100	137,805	1.080	1.185	0.105	10	163,277	20
15/06/15		21/03/16	280		- cash -
	21/03/16	27/06/16	98		First Solar	100	2,575	63.386	40.038	-23.348	-37	103,155	-82
27/06/16		29/08/16	63		- cash -
	29/08/16	31/10/16	63		Vestas Wind Systems	100	6,978	14.781	14.605	-0.177	-1	101,920	-7
31/10/16		27/02/17	119		- cash -
	27/02/17	21/08/17	175		SunOpta	100	14,905	6.838	7.365	0.528	8	109,784	17
21/08/17		15/01/18	147		- cash -
	15/01/18	5/03/18	49		First Solar	100	1,834	59.837	53.547	-6.290	-11	98,249	-56
5/03/18		11/02/19	343		- cash -
	11/02/19	26/08/19	196		Verbund	100	2,293	42.840	54.150	11.310	26	124,182	55
26/08/19		28/10/19	63		- cash -
	28/10/19	2/03/20	126		INIT Innov. in Traff	100	5,644	22.000	21.700	-0.300	-1	122,489	-4
2/03/20		18/05/20	77		- cash -
	18/05/20	4/10/21	504		Tesla Motors	100	2,462	49.735	224.143	174.408	351	551,882	198
4/10/21		25/07/22	294		- cash -
	25/07/22	26/09/22	63		Boiron	100	11,643	47.400	43.900	-3.500	-7	511,132	-36
26/09/22		28/11/22	63		- cash -
	28/11/22	20/03/23	112		First Solar	100	3,191	160.138	190.904	30.766	19	609,306	77
20/03/23		11/12/23	266		- cash -
	11/12/23	12/08/24	245		Deckers Outdoor	100	938	649.359	856.128	206.769	32	803,255	51
accum	14/08/06	12/08/24	4650	days out of 7618 invested (61%)						7,933		803,255	41

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Tesla Motors	long	12/08/13	13/10/14	427	7.39	11.75	4.36	59.06
		18/05/20	4/10/21	504	49.73	224.14	174.41	350.68	616.86
Vestas Wind Systems		14/08/06	30/07/07	350	4.52	9.73	5.21	115.43
		8/10/07	31/12/07	84	11.89	14.80	2.91	24.51
		29/08/16	31/10/16	63	14.78	14.60	-0.18	-1.20	165.02
EnerNOC		27/04/09	30/11/09	217	12.75	17.65	4.90	38.46
		7/12/09	7/06/10	182	18.56	21.79	3.22	17.37	62.51
Deckers Outdoor		11/12/23	12/08/24	245	649.36	856.13	206.77	31.84	31.84
Verbund		11/02/19	26/08/19	196	42.84	54.15	11.31	26.40	26.40
Interface		26/07/10	14/03/11	231	9.41	11.86	2.46	26.11	26.11
Umweltbank		16/05/11	6/06/11	21	4.98	5.81	0.83	16.67	16.67
First Solar		24/03/08	7/07/08	105	148.17	177.67	29.50	19.91
		7/01/13	24/06/13	168	23.73	33.90	10.16	42.82
		21/03/16	27/06/16	98	63.39	40.04	-23.35	-36.84
		15/01/18	5/03/18	49	59.84	53.55	-6.29	-10.51
		28/11/22	20/03/23	112	160.14	190.90	30.77	19.21	15.40
SunOpta		27/02/17	21/08/17	175	6.84	7.37	0.53	7.72	7.72
INIT Innov. in Traff		28/10/19	2/03/20	126	22.00	21.70	-0.30	-1.36	-1.36
Boiron		9/02/09	23/02/09	14	21.68	22.80	1.12	5.17
		25/07/22	26/09/22	63	47.40	43.90	-3.50	-7.38	-2.60
Shimano		6/08/12	12/11/12	98	0.58	0.50	-0.08	-13.87
		15/12/14	15/06/15	182	1.08	1.18	0.10	9.71	-5.50
Kansas City Southern		23/01/12	21/05/12	119	55.95	52.69	-3.26	-5.83	-5.83

Annotations

5/08/24	nx-25	Visa replaces L'Occitane
18/09/23	nx-25	Eramet replaces Boiron
25/08/22	Tesla Motors	stock split 1:3 (three for one)
18/08/22	nx-25	Oatly Group replaces Beyond Meat
27/05/22	Tomra Systems	stock split 1:2 (two for one)
31/05/21	nx-25	Canadian National Railway replaces Kansas City Southern due to upcoming merger
6/06/20	nx-25	Deckers Outdoor Corporation replaces Geox
7/02/20	nx-25	Beyond Meat replaces SunOpta
2/01/18	HealthSouth	renames herself Encompass Health Corporation and gets new IDs and ticker
18/09/17	Umweltbank	stock split 1:5 (five for one)
26/07/17	nx-25	LTC Properties and Sprouts Farmers Market replace EnerNOC (->Enel) and Whole Foods (-> Amazon)
1/06/17	nx-25	Intel replaces Ricoh due to national weight shifts in MSCI World
17/02/16	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.
25/01/16	nx-25	complete analysis
	nx-25	HealthSouth replaces Keurig Green Mountain (2015-12-31)
	HealthSouth	recording started
17/08/15	nx-25	complete analysis
	nx-25	Gaiam replaced by eBay
20/07/15	eBay	spin-off of PayPal ratio 2790 : 3839
14/03/15	nx-25	first complete analysis


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