Assessment - nx-25 - Natur-Aktienindex in Euro - 1/07/24 - RS = mixed
⇐
⇓ freshest
⇓ 1/07/24
⇓ 1/01/24
prc diff
⇓
∅-RS
L
SOM Price Index
876.184
12/08/24
-0.26
894.235
-2.02
789.161
105.074
13.31
14.43
L
Sprouts
89.668
12/08/24
-0.10
77.912
15.09
43.453
34.459
79.30
72.84
L
First Solar
204.387
12/08/24
3.51
207.632
-1.56
155.604
52.028
33.44
31.25
Deckers Outdoor
856.128
12/08/24
3.15
882.232
-2.96
603.728
278.504
46.13
41.22
L
L'Occitane
3.940
29/07/24
0.72
3.872
1.76
2.545
1.327
52.14
37.10
L
Eramet
72.350
12/08/24
5.24
97.700
-25.95
71.500
26.200
36.64
31.07
Interface
15.206
12/08/24
-0.79
13.584
11.94
11.398
2.185
19.17
26.78
L
INIT Innov. in Traff
38.000
12/08/24
-3.55
39.700
-4.28
30.500
9.200
30.16
27.98
Encompass Health
80.979
12/08/24
1.33
79.581
1.76
60.262
19.319
32.06
20.49
L
Kurita Water
32.509
9/08/24
-9.14
39.606
-17.92
35.244
4.362
12.38
13.45
L
eBay
52.031
12/08/24
-1.26
49.113
5.94
39.398
9.716
24.66
17.46
L
Shimano
156.254
9/08/24
-0.48
144.627
8.04
139.411
5.216
3.74
3.93
L
Geberit
539.386
12/08/24
-0.72
545.989
-1.21
581.170
-35.181
-6.05
6.80
MillerKnoll
25.303
12/08/24
-3.49
24.669
2.57
24.097
0.571
2.37
14.09
L
Ormat Technologies
66.855
12/08/24
-1.10
64.515
3.63
68.454
-3.939
-5.75
-0.41
Tomra Systems
13.818
12/08/24
0.13
11.494
20.21
11.011
0.484
4.39
3.80
L
LTC Properties
33.469
12/08/24
-0.22
32.108
4.24
29.011
3.097
10.68
6.52
Cdn Nat Railway
103.259
12/08/24
-0.01
109.677
-5.85
113.787
-4.110
-3.61
-1.23
Vestas Wind Systems
20.416
12/08/24
-7.76
21.737
-6.08
28.758
-7.021
-24.42
-8.63
L
Verbund
76.850
12/08/24
1.52
75.750
1.45
84.050
-8.300
-9.88
-1.50
Oatly
0.825
12/08/24
1.57
0.859
-4.01
1.066
-0.206
-19.37
-9.99
S
Severn Trent
2,962.981
12/08/24
-0.63
2,821.549
5.01
2,966.857
-145.308
-4.90
-3.34
L
Mayr-Melnhof
103.600
12/08/24
1.17
110.800
-6.50
126.600
-15.800
-12.48
-7.39
Tesla Motors
184.119
12/08/24
-1.26
195.652
-5.89
224.428
-28.776
-12.82
-0.12
L
Umweltbank
5.640
12/08/24
-1.40
6.380
-11.60
7.860
-1.480
-18.83
-15.93
⇓ freshest
⇓ 1/07/24
⇓ 1/01/24
prc diff
⇓
∅-RS
S
Intel
18.049
12/08/24
-1.78
28.752
-37.22
45.386
-16.634
-36.65
-17.28
nx-25 - 25 out of 25 instruments rated - 1/07/24 / 1/01/24 - 14 did rise, Market-Ratio(26) in EUR = 56.00 %
Drawing of market charts for mixed techniques is really a worry to me.
Transactions nx-25 - Natur-Aktienindex in Euro * Mixed Cut L9 - 68/39 (1) - S20 - 30/82 (1)
⇐ L/S date buy date sell days instrument spl pieces prc buy prc sell ps short 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 21/01/08 21 - cash -
short
21/01/08
11/05/09
476
SunOpta
100
6,711
3.995
1.129
14.138
10.143
254
94,885
164
11/05/09 7/12/09 210 - cash -
long
7/12/09
7/06/10
182
EnerNOC
100
5,111
18.564
21.789
3.225
17
111,368
38
7/06/10 26/07/10 49 - cash -
26/07/10
14/03/11
231
Interface
100
11,841
9.405
11.861
2.456
26
140,451
44
14/03/11 16/05/11 63 - cash -
16/05/11
6/06/11
21
Umweltbank
100
28,202
4.980
5.810
0.830
17
163,858
1,357
6/06/11 8/08/11 63 - cash -
short
8/08/11
8/10/12
427
Vestas Wind Systems
100
61,057
2.684
1.021
7.056
4.373
163
430,839
129
8/10/12 7/01/13 91 - cash -
long
7/01/13
24/06/13
168
First Solar
100
18,153
23.734
33.897
10.164
43
615,337
117
24/06/13 12/08/13 49 - cash -
12/08/13
13/10/14
427
Tesla Motors
100
83,295
7.387
11.751
4.363
59
978,772
49
13/10/14 15/12/14 63 - cash -
15/12/14
15/06/15
182
Shimano
100
906,290
1.080
1.185
0.105
10
1,073,803
20
15/06/15 24/08/15 70 - cash -
short
24/08/15
21/07/17
697
EnerNOC
100
149,303
7.192
6.686
7.736
0.544
8
1,155,058
4
21/07/17 15/01/18 178 - cash -
long
15/01/18
5/03/18
49
First Solar
100
19,303
59.837
53.547
-6.290
-11
1,033,645
-56
5/03/18 28/05/18 84 - cash -
short
28/05/18
3/08/20
798
Geox
100
420,865
2.456
0.647
9.323
6.867
280
3,923,683
84
3/08/20 24/01/22 539 - cash -
24/01/22
11/03/24
777
Beyond Meat
100
71,148
55.148
7.229
420.688
365.540
663
29,931,113
160
11/03/24 11/11/26 975 - cash -
accum 14/08/06
11/03/24 4869
days out of 7618 invested (64%)
299,211
29,931,113
82
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total Beyond Meat short 24/01/22 11/03/24 777 55.15 7.23 420.69 365.54 662.84 662.84 Vestas Wind Systems long 14/08/06 30/07/07 350 4.52 9.73 5.21 115.43 long 8/10/07 31/12/07 84 11.89 14.80 2.91 24.51 short 8/08/11 8/10/12 427 2.68 1.02 7.06 4.37 162.94 605.27 Geox short 28/05/18 3/08/20 798 2.46 0.65 9.32 6.87 279.60 279.60 SunOpta short 21/01/08 11/05/09 476 4.00 1.13 14.14 10.14 253.88 253.88 Tesla Motors long 12/08/13 13/10/14 427 7.39 11.75 4.36 59.06 59.06 First Solar long 7/01/13 24/06/13 168 23.73 33.90 10.16 42.82 long 15/01/18 5/03/18 49 59.84 53.55 -6.29 -10.51 27.81 EnerNOC long 7/12/09 7/06/10 182 18.56 21.79 3.22 17.37 short 24/08/15 21/07/17 697 7.19 6.69 7.74 0.54 7.57 26.25 Interface long 26/07/10 14/03/11 231 9.41 11.86 2.46 26.11 26.11 Umweltbank long 16/05/11 6/06/11 21 4.98 5.81 0.83 16.67 16.67 Shimano long 15/12/14 15/06/15 182 1.08 1.18 0.10 9.71 9.71
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. 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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