Share-o-matic - Portfolio

Tue, Dec 16th, 2025, 9:59UTC

Assessment - ASX 50 Index in Pound sterling - 7/01/24 - RS = 27

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	12/25/23	prc diff	⇓ Δ27	⇓∅-RS
		ASX 50	4,046.654	8/12/24	0.41	4,017.247	0.73	3,956.620	60.627	1.53	6.47
		CAR Group	18.486	8/12/24	4.46	18.239	1.36	16.552	1.687	10.19	16.10
		WiseTech Global	48.345	8/12/24	2.67	50.029	-3.36	39.630	10.399	26.24	24.29
		Lottery	2.594	8/12/24	2.28	2.672	-2.95	2.561	0.111	4.34	4.63
		Wesfarmers	37.929	8/12/24	1.55	34.278	10.65	29.899	4.379	14.65	15.86
		Suncorp-Metway	8.859	8/12/24	1.38	9.012	-1.69	7.427	1.585	21.34	19.93
		Xero	70.293	8/12/24	1.37	70.861	-0.80	58.968	11.893	20.17	16.27
		Macquarie Group	107.491	8/12/24	1.30	106.875	0.58	96.749	10.126	10.47	14.26
	L	Goodman Group	17.781	8/12/24	1.29	18.418	-3.46	13.214	5.204	39.38	41.46
		Aristocrat Leisure	27.613	8/12/24	1.16	26.324	4.90	21.728	4.596	21.15	22.19
		Reece	13.730	8/12/24	1.16	13.099	4.82	11.767	1.332	11.32	16.26
	L	ResMed	17.376	8/12/24	1.13	15.045	15.49	13.690	1.355	9.90	6.72
		National Australia B	18.933	8/12/24	1.01	18.975	-0.22	16.284	2.691	16.53	19.32
	S	Ramsay Health Care	23.599	8/12/24	0.99	24.567	-3.94	27.713	-3.146	-11.35	-8.97
		ANZ Banking AU	14.846	8/12/24	0.93	14.967	-0.81	13.824	1.142	8.26	9.39
		Seven Group Holdings	19.533	8/12/24	0.90	19.591	-0.30	19.365	0.226	1.17	16.24
	L	QBE Insurance	8.517	8/12/24	0.87	8.975	-5.10	7.850	1.125	14.33	7.59
	S	Telstra	2.036	8/12/24	0.78	1.899	7.20	2.122	-0.223	-10.50	-6.03
	L	Commonwealth Bank	68.667	8/12/24	0.76	66.389	3.43	59.209	7.180	12.13	17.31
	S	ASX	34.257	8/12/24	0.73	31.401	9.10	33.248	-1.847	-5.56	-1.54
		Northern Star	7.396	8/12/24	0.64	6.786	8.99	7.325	-0.539	-7.35	2.88
		Westpac Banking	14.846	8/12/24	0.61	14.314	3.71	12.238	2.076	16.96	18.35
		Brambles Inds	7.991	8/12/24	0.60	7.491	6.67	7.212	0.279	3.87	0.58
	L	Origin Energy	5.550	8/12/24	0.57	5.750	-3.48	4.501	1.249	27.75	24.89
		Insurance Australia	3.767	8/12/24	0.56	3.740	0.70	3.044	0.697	22.90	20.12
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	12/25/23	prc diff	⇓ Δ27	⇓∅-RS
		Transurban	6.860	8/12/24	0.54	6.518	5.25	7.448	-0.930	-12.49	-4.64
		Medibank Private	2.041	8/12/24	0.52	1.941	5.15	1.897	0.044	2.34	3.68
	S	Washington H. Soul	18.328	8/12/24	0.43	17.318	5.83	17.409	-0.091	-0.52	0.36
	L	APA Group	4.151	8/12/24	0.38	4.198	-1.13	4.651	-0.453	-9.74	-6.06
		Computershare	13.972	8/12/24	0.38	13.925	0.34	12.892	1.033	8.01	5.98
		Scentre Group	1.789	8/12/24	0.29	1.662	7.59	1.575	0.087	5.52	11.93
	L	Pro Medicus	67.563	8/12/24	0.27	71.366	-5.33	51.231	20.135	39.30	56.32
		Cochlear	178.531	8/12/24	0.26	169.688	5.21	158.145	11.543	7.30	15.91
	L	Fisher & Paykel HC	15.756	8/12/24	0.23	14.425	9.23	11.654	2.770	23.77	24.29
		Sonic Healthcare	14.440	8/12/24	0.22	13.499	6.98	16.932	-3.433	-20.28	-13.46
	L	CSL	162.517	8/12/24	0.13	153.927	5.58	151.184	2.742	1.81	9.13
	S	Woodside Energy	13.373	8/12/24	-0.27	14.861	-10.02	16.638	-1.776	-10.68	-11.04
	L	Coles	9.532	8/12/24	-0.28	8.938	6.65	8.525	0.413	4.84	5.31
	L	SOUTH32	1.541	8/12/24	-0.34	1.952	-21.02	1.736	0.216	12.42	11.10
	L	Woolworths	17.786	8/12/24	-0.35	17.660	0.71	19.585	-1.925	-9.83	-3.61
	S	James Hardie Ind	26.198	8/12/24	-0.38	25.209	3.92	29.331	-4.122	-14.05	-0.20
		Auckland Int Airport	3.561	8/12/24	-0.44	3.672	-3.01	4.212	-0.540	-12.81	-5.49
	S	Bluescope Steel	10.816	8/12/24	-0.44	10.648	1.58	12.421	-1.773	-14.27	-3.71
		BHP	21.379	8/12/24	-0.54	22.779	-6.14	26.647	-3.868	-14.52	-3.01
		Stockland	2.362	8/12/24	-0.66	2.236	5.65	2.384	-0.149	-6.23	1.12
		REA	105.676	8/12/24	-0.73	100.573	5.07	94.649	5.924	6.26	15.32
		Santos	4.009	8/12/24	-0.91	4.014	-0.13	4.062	-0.048	-1.17	1.88
		Fortescue Metals	9.595	8/12/24	-1.35	11.447	-16.18	15.191	-3.744	-24.64	-8.17
	S	Rio Tinto (AU)	60.434	8/12/24	-1.37	63.480	-4.80	72.016	-8.535	-11.85	0.32
	S	Pilbara Minerals	1.568	8/12/24	-2.93	1.620	-3.25	2.052	-0.432	-21.05	-21.89
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	12/25/23	prc diff	⇓ Δ27	⇓∅-RS
		Mineral Resources	26.166	8/12/24	-3.79	28.902	-9.46	36.479	-7.577	-20.77	-15.56
ASX 50 - 50 out of 50 instruments rated - 7/01/24 / 12/25/23 - 30 did rise, Market-Ratio(27) in GBP = 60.00 %
Stock Exchange Currency: AUD $ Australian dollar

Technical Chart

	ASX 50 RS = 27 - B/S = 39/39

1/04/21	scale up chart	7/01/24

Transactions ASX 50 Index in Pound sterling * A27 - 39/39 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		8/13/07	588		- cash -
short	8/13/07	8/20/07	7		Suncorp-Metway	100	1,309	7.634	7.750	7.518	-0.116	-2	9,848	-55
long	8/20/07	1/14/08	147		Incitec Pivot	100	7,258	1.357	2.572		1.215	90	18,669	389
short	1/14/08	2/18/08	35		Insurance Australia	100	10,848	1.721	1.781	1.661	-0.060	-3	18,018	-31
long	2/18/08	2/25/08	7		Incitec Pivot	100	5,550	3.246	3.476		0.230	7	19,294	3,443
short	2/25/08	9/22/08	210		Ampol	100	2,720	7.093	5.067	9.929	2.836	40	27,007	79
long	9/22/08	9/29/08	7		Origin Energy	100	3,608	7.485	7.431		-0.054	-1	26,813	-31
short	9/29/08	5/04/09	217		Goodman Group	100	5,360	5.002	0.832	30.071	25.069	501	161,181	1,943
long	5/04/09	5/11/09	7		Oil Search	100	60,198	2.677	2.563		-0.114	-4	154,318	-90
short	5/11/09	5/18/09	7		Goodman Group	100	203,872	0.757	0.592	0.968	0.211	28	197,267	> 999,999
long	5/18/09	5/17/10	364		Newcrest Mining	100	12,513	15.765	20.449		4.684	30	255,877	30
short	5/17/10	6/14/10	28		Lend Lease	100	54,379	4.705	4.460	4.964	0.259	5	269,947	101
long	6/14/10	6/28/10	14		Ramsay Health Care	100	31,372	8.605	8.229		-0.375	-4	258,174	-69
short	6/28/10	8/02/10	35		Sonic Healthcare	100	41,938	6.156	6.069	6.244	0.088	1	261,881	16
long	8/02/10	8/30/10	28		Ramsay Health Care	100	32,180	8.138	8.397		0.259	3	270,213	50
short	8/30/10	9/06/10	7		James Hardie Ind	100	86,410	3.127	3.298	2.956	-0.171	-5	255,456	-95
long	9/06/10	9/27/10	21		Ramsay Health Care	100	28,789	8.873	9.309		0.435	5	267,987	130
short	9/27/10	10/11/10	14		Macquarie Group	100	12,229	21.914	21.150	22.705	0.791	4	277,662	152
long	10/11/10	7/25/11	287		Ramsay Health Care	100	28,629	9.699	12.136		2.437	25	347,433	33
short	7/25/11	1/16/12	175		Macquarie Group	100	18,940	18.343	16.513	20.376	2.033	11	385,941	25
long	1/16/12	1/23/12	7		James Hardie Ind	100	79,640	4.846	4.982		0.136	3	396,733	321
short	1/23/12	1/30/12	7		QBE Insurance	100	49,859	7.957	8.022	7.893	-0.065	-1	393,517	-35
long	1/30/12	8/17/15	1295		James Hardie Ind	100	81,236	4.844	8.571		3.727	77	696,266	17
short	8/17/15	11/23/15	98		Santos	100	246,018	2.830	1.902	4.211	1.381	49	1,035,909	339
long	11/23/15	11/30/15	7		Asciano	100	245,304	4.223	4.108		-0.115	-3	1,007,715	-76
short	11/30/15	1/04/16	35		Origin Energy	100	374,526	2.691	2.394	3.024	0.333	12	1,132,568	238
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	1/04/16	1/11/16	7		Asciano	100	266,139	4.256	4.185		-0.071	-2	1,113,709	-58
short	1/11/16	2/29/16	49		Origin Energy	100	544,804	2.044	2.271	1.817	-0.227	-11	989,964	-58
long	2/29/16	11/05/18	980		Newcrest Mining	100	110,330	8.973	11.470		2.498	28	1,265,514	10
short	11/05/18	2/11/19	98		AMP	100	834,726	1.516	1.205	1.908	0.392	26	1,592,908	136
long	2/11/19	3/09/20	392		Fortescue Metals	100	459,803	3.464	4.320		0.856	25	1,986,300	23
short	3/09/20	9/21/20	196		Oil Search	100	1,195,488	1.661	1.595	1.731	0.069	4	2,069,152	8
long	9/21/20	1/31/22	497		Fortescue Metals	100	226,633	9.130	10.444		1.314	14	2,366,871	10
short	1/31/22	2/07/22	7		Northern Star	100	543,209	4.357	4.418	4.296	-0.061	-1	2,333,791	-52
long	2/07/22	2/14/22	7		SOUTH32	100	1,067,917	2.185	2.390		0.204	9	2,552,037	10,479
short	2/14/22	2/21/22	7		Xero	100	44,382	57.501	53.825	61.428	3.927	7	2,726,329	3,034
long	2/21/22	2/28/22	7		SOUTH32	100	1,129,328	2.414	2.606		0.192	8	2,943,089	5,301
short	2/28/22	3/21/22	21		Xero	100	57,954	50.783	56.967	44.599	-6.184	-12	2,584,683	-90
long	3/21/22	6/20/22	91		SOUTH32	100	943,596	2.739	2.307		-0.433	-16	2,176,484	-50
short	6/20/22	8/01/22	42		Tabcorp	100	3,631,281	0.599	0.567	0.633	0.034	6	2,299,690	61
long	8/01/22	8/22/22	21		Woodside Energy	100	122,222	18.816	19.295		0.479	3	2,358,291	55
short	8/22/22	9/05/22	14		Tabcorp	100	4,364,350	0.540	0.546	0.535	-0.006	-1	2,333,182	-24
long	9/05/22	9/19/22	14		Woodside Energy	100	112,665	20.709	19.067		-1.642	-8	2,148,205	-88
short	9/19/22	11/28/22	70		Tabcorp	100	3,747,422	0.573	0.584	0.562	-0.011	-2	2,107,550	-9
long	11/28/22	10/23/23	329		Origin Energy	100	477,778	4.411	4.765		0.354	8	2,276,790	9
short	10/23/23	11/06/23	14		Mineral Resources	100	77,795	29.266	31.856	26.676	-2.590	-9	2,075,286	-91
long	11/06/23	11/13/23	7		Xero	100	35,339	58.724	51.250		-7.474	-13	1,811,156	-100
short	11/13/23	11/20/23	7		IGO	100	395,076	4.584	4.700	4.469	-0.115	-3	1,765,597	-74
long	11/20/23	11/27/23	7		James Hardie Ind	100	69,297	25.478	24.479		-1.000	-4	1,696,311	-88
short	11/27/23	12/04/23	7		IGO	100	383,802	4.420	4.211	4.639	0.219	5	1,780,458	1,148
long	12/04/23	12/11/23	7		James Hardie Ind	100	68,288	26.073	25.722		-0.351	-1	1,756,523	-51
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	12/11/23	12/18/23	7		IGO	100	418,839	4.194	4.194	4.194	0.000	0	1,756,527	0
long	12/18/23	8/12/24	238		James Hardie Ind	100	68,288	25.722	26.198		0.476	2	1,789,019	3
accum	8/13/07	8/12/24	6700	days out of 7288 invested (92%)							17,790		1,789,019	33

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Goodman Group	short	9/29/08	5/04/09	217	5.00	0.83	30.07	25.07	501.14
	short	5/11/09	5/18/09	7	0.76	0.59	0.97	0.21	27.83	668.45
Incitec Pivot	long	8/20/07	1/14/08	147	1.36	2.57		1.22	89.58
	long	2/18/08	2/25/08	7	3.25	3.48		0.23	7.08	103.00
James Hardie Ind	short	8/30/10	9/06/10	7	3.13	3.30	2.96	-0.17	-5.46
	long	1/16/12	1/23/12	7	4.85	4.98		0.14	2.80
	long	1/30/12	8/17/15	1295	4.84	8.57		3.73	76.93
	long	11/20/23	11/27/23	7	25.48	24.48		-1.00	-3.92
	long	12/04/23	12/11/23	7	26.07	25.72		-0.35	-1.34
	long	12/18/23	8/12/24	238	25.72	26.20		0.48	1.85	66.00
Newcrest Mining	long	5/18/09	5/17/10	364	15.76	20.45		4.68	29.71
	long	2/29/16	11/05/18	980	8.97	11.47		2.50	27.83	65.82
Santos	short	8/17/15	11/23/15	98	2.83	1.90	4.21	1.38	48.78	48.78
Fortescue Metals	long	2/11/19	3/09/20	392	3.46	4.32		0.86	24.70
	long	9/21/20	1/31/22	497	9.13	10.44		1.31	14.39	42.64
Ampol	short	2/25/08	9/22/08	210	7.09	5.07	9.93	2.84	39.98	39.98
Ramsay Health Care	long	6/14/10	6/28/10	14	8.60	8.23		-0.38	-4.36
	long	8/02/10	8/30/10	28	8.14	8.40		0.26	3.18
	long	9/06/10	9/27/10	21	8.87	9.31		0.44	4.91
	long	10/11/10	7/25/11	287	9.70	12.14		2.44	25.13	29.54
AMP	short	11/05/18	2/11/19	98	1.52	1.20	1.91	0.39	25.87	25.87
Macquarie Group	short	9/27/10	10/11/10	14	21.91	21.15	22.71	0.79	3.61
	short	7/25/11	1/16/12	175	18.34	16.51	20.38	2.03	11.08	15.09
Origin Energy	long	9/22/08	9/29/08	7	7.49	7.43		-0.05	-0.72
	short	11/30/15	1/04/16	35	2.69	2.39	3.02	0.33	12.39
	short	1/11/16	2/29/16	49	2.04	2.27	1.82	-0.23	-11.11
	long	11/28/22	10/23/23	329	4.41	4.77		0.35	8.03	7.15
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Lend Lease	short	5/17/10	6/14/10	28	4.71	4.46	4.96	0.26	5.50	5.50
Tabcorp	short	6/20/22	8/01/22	42	0.60	0.57	0.63	0.03	5.66
	short	8/22/22	9/05/22	14	0.54	0.55	0.53	-0.01	-1.06
	short	9/19/22	11/28/22	70	0.57	0.58	0.56	-0.01	-1.89	2.56
IGO	short	11/13/23	11/20/23	7	4.58	4.70	4.47	-0.12	-2.52
	short	11/27/23	12/04/23	7	4.42	4.21	4.64	0.22	4.96
	short	12/11/23	12/18/23	7	4.19	4.19	4.19	0.00	0.00	2.32
Sonic Healthcare	short	6/28/10	8/02/10	35	6.16	6.07	6.24	0.09	1.44	1.44
Oil Search	long	5/04/09	5/11/09	7	2.68	2.56		-0.11	-4.26
	short	3/09/20	9/21/20	196	1.66	1.59	1.73	0.07	4.17	-0.26
SOUTH32	long	2/07/22	2/14/22	7	2.19	2.39		0.20	9.35
	long	2/21/22	2/28/22	7	2.41	2.61		0.19	7.95
	long	3/21/22	6/20/22	91	2.74	2.31		-0.43	-15.79	-0.60
QBE Insurance	short	1/23/12	1/30/12	7	7.96	8.02	7.89	-0.06	-0.81	-0.81
Northern Star	short	1/31/22	2/07/22	7	4.36	4.42	4.30	-0.06	-1.40	-1.40
Suncorp-Metway	short	8/13/07	8/20/07	7	7.63	7.75	7.52	-0.12	-1.52	-1.52
Insurance Australia	short	1/14/08	2/18/08	35	1.72	1.78	1.66	-0.06	-3.49	-3.49
Asciano	long	11/23/15	11/30/15	7	4.22	4.11		-0.11	-2.72
	long	1/04/16	1/11/16	7	4.26	4.18		-0.07	-1.67	-4.34
Woodside Energy	long	8/01/22	8/22/22	21	18.82	19.29		0.48	2.55
	long	9/05/22	9/19/22	14	20.71	19.07		-1.64	-7.93	-5.58
Mineral Resources	short	10/23/23	11/06/23	14	29.27	31.86	26.68	-2.59	-8.85	-8.85
Xero	short	2/14/22	2/21/22	7	57.50	53.83	61.43	3.93	6.83
	short	2/28/22	3/21/22	21	50.78	56.97	44.60	-6.18	-12.18
	long	11/06/23	11/13/23	7	58.72	51.25		-7.47	-12.73	-18.12

Annotations

2/22/24	ASX 50	Component update: Bluescope Steel, CAR, Medibank, Pro Medicus, Seven and Stockland replace Amcor, Endevour, IGO, Newmont, Qantas and Treasury Wine
6/01/22	Woodside Petroleum	mergered with OilGas business of BHP
11/19/18	Wesfarmers	demerger of Coles
9/10/18	ASX 50	Cochlear replaced Incitec Pivot
4/05/18	Xero	this is the instrument traded at the ASX in AUD
3/09/17	ASX 50	Aristocrat Leisure and Fortescue Metals replace Coca-Cola Amatil and Seek
	Fortescue Metals	returns to the ASX 50
	Aristocrat Leisure	recording started
7/29/16	ASX 50	Asciano drops out due to takeover by Qube and Brookfield
3/28/16	ASX 50	Quantas replaces Crown
8/27/15	ASX 50	complete analysis
6/01/15	ASX 50	exchange of Fortescue Metal, Iluka, Novion, Toll and Worley Parsons by Caltex Australia, Federation Centres, Medibank Private, SOUTH32 and Seek


	is taking down something concerning