Share-o-matic - Portfolio

Wed, 23rd Sep 2026, 13:31UTC

Assessment - Photon Photovoltaik-Aktienindex - 1/07/24 - RS = 9

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/04/24	prc diff	⇓ Δ9	Curr	∅-RS
	L	SOM Price Index	2,446.250	12/08/24	-1.07	2,588.580	-5.50	2,738.320	-149.740	-5.47	USD	-14.31
	L	First Solar	219.230	12/08/24	3.51	222.710	-1.56	180.830	41.880	23.16	USD	53.49
	L	Nextracker	38.980	12/08/24	-2.01	46.120	-15.48	44.110	2.010	4.56	USD	32.31
	L	Neoen	38.380	12/08/24	-0.10	37.340	2.79	29.660	7.680	25.89	EUR	31.70
	L	Grenergy Renovables	34.450	12/08/24	1.32	34.450		27.500	6.950	25.27	EUR	25.07
	L	Scatec	84.600	12/08/24	-1.46	85.900	-1.51	74.150	11.750	15.85	NOK	23.23
		Encavis	17.000	12/08/24		16.900	0.59	16.910	-0.010	-0.06	EUR	20.38
	L	Sino-American Sili	188.000	12/08/24	0.80	222.000	-15.32	194.500	27.500	14.14	TWD	17.34
	L	Voltalia	10.180	12/08/24	-0.97	9.180	10.89	8.120	1.060	13.05	EUR	7.16
	L	GCL Poly Energy	1.140	12/08/24		1.160	-1.72	1.190	-0.030	-2.52	HKD	4.29
		ReNew Energy Global	5.880	12/08/24	-0.84	6.080	-3.29	5.740	0.340	5.92	USD	2.27
	L	Enphase Energy	109.110	12/08/24	1.16	97.260	12.18	113.850	-16.590	-14.57	USD	2.00
	L	Enlight Renewable	6,019.000	12/08/24	-3.23	5,595.000	7.58	6,020.000	-425.000	-7.06	ILS	1.84
	L	Sunrun	17.330	12/08/24	-3.13	10.915	58.77	10.720	0.195	1.82	USD	-4.22
		West Holdings	2,142.000	9/08/24	-1.38	2,485.000	-13.80	2,770.000	-285.000	-10.29	JPY	-7.06
	L	Solaria Energía	11.050	12/08/24	1.47	11.600	-4.74	9.760	1.840	18.85	EUR	-7.39
	L	United Renewable	11.300	12/08/24	0.89	13.250	-14.72	12.250	1.000	8.16	TWD	-16.13
	S	Flat Glass	11.680	12/08/24	-3.63	11.500	1.57	19.400	-7.900	-40.72	HKD	-17.71
		Altus Power	2.940	12/08/24	-6.96	3.730	-21.18	3.690	0.040	1.08	USD	-19.15
		Xinyi Solar	3.530	12/08/24	0.28	3.930	-10.18	5.570	-1.640	-29.44	HKD	-19.77
	L	JinkoSolar	18.850	12/08/24	-3.48	20.570	-8.36	24.750	-4.180	-16.89	USD	-20.77
	L	Xinte Energy	7.540	12/08/24	1.62	8.100	-6.91	8.800	-0.700	-7.95	HKD	-22.14
	L	Array Tech	7.030	12/08/24	-0.99	9.570	-26.54	12.530	-2.960	-23.62	USD	-22.33
		Daqo New Energy	16.060	12/08/24	-4.74	14.310	12.23	21.550	-7.240	-33.60	USD	-26.64
	L	Canadian Solar	13.200	12/08/24	-2.51	14.010	-5.78	16.440	-2.430	-14.78	USD	-27.00
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	29/04/24	prc diff	⇓ Δ9	Curr	∅-RS
		BCPG	5.550	9/08/24		6.250	-11.20	6.750	-0.500	-7.41	THB	-27.09
	S	SMA Solar	21.900	12/08/24	-1.26	26.480	-17.30	50.950	-24.470	-48.03	EUR	-30.04
	L	SunPower	0.200	12/08/24	-4.76	2.710	-92.62	2.160	0.550	25.46	USD	-34.59
	L	Sunnova Energy	6.620	12/08/24	-4.47	5.230	26.58	4.340	0.890	20.51	USD	-39.06
	S	Shoals Technologies	5.130	12/08/24	0.20	6.110	-16.04	8.730	-2.620	-30.01	USD	-51.10
	S	SolarEdge	21.440	12/08/24	1.13	23.970	-10.55	60.010	-36.040	-60.06	USD	-55.38
PPVX - 30 out of 30 instruments rated - 1/07/24 / 29/04/24 - 14 did rise, Market-Ratio(9) = 46.67 %

Technical Chart

	PPVX RS = 9 - B/S = 45/45

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

Transactions Photon Photovoltaik-Aktienindex * L9 - 45 ex 1 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		23/01/06	21		- cash -
long	23/01/06	6/02/06	14		Encavis	100	6,234	EUR	1.604	1.575	-0.029	-2	9,819	-38
	6/02/06	20/03/06	42		Enlight Renewable	100	6	ILS	1,500.000	1,395.000	-105.000	-7	9,189	-47
	20/03/06	3/04/06	14		Encavis	100	5,559	EUR	1.653	1.653	0.000	0	9,189	0
3/04/06		17/04/06	14		- cash -
	17/04/06	1/05/06	14		Encavis	100	4,872	EUR	1.886	1.886	0.000	0	9,189	0
1/05/06		8/05/06	7		- cash -
	8/05/06	12/06/06	35		Encavis	100	4,872	EUR	1.886	1.886	0.000	0	9,189	0
12/06/06		19/06/06	7		- cash -
	19/06/06	26/06/06	7		Encavis	100	4,872	EUR	1.886	1.526	-0.360	-19	7,435	-100
26/06/06		30/10/06	126		- cash -
	30/10/06	13/11/06	14		Encavis	100	3,900	EUR	1.906	1.915	0.009	0	7,470	13
13/11/06		20/11/06	7		- cash -
	20/11/06	27/11/06	7		Encavis	100	3,900	EUR	1.915	1.915	0.000	0	7,470	0
27/11/06		11/12/06	14		- cash -
	11/12/06	18/12/06	7		SunPower	100	192	USD	38.880	37.080	-1.800	-5	7,125	-92
	18/12/06	8/01/07	21		Encavis	100	3,720	EUR	1.915	1.867	-0.048	-3	6,946	-36
	8/01/07	19/02/07	42		SunPower	100	183	USD	37.770	45.000	7.230	19	8,269	358
	19/02/07	19/03/07	28		Encavis	100	3,375	EUR	2.450	2.334	-0.116	-5	7,878	-47
19/03/07		26/03/07	7		- cash -
	26/03/07	2/04/07	7		Encavis	100	3,375	EUR	2.334	2.266	-0.068	-3	7,648	-79
	2/04/07	23/04/07	21		SunPower	100	163	USD	46.810	56.800	9.990	21	9,277	2,785
23/04/07		7/05/07	14		- cash -
	7/05/07	14/05/07	7		SunPower	100	165	USD	56.200	56.630	0.430	1	9,348	49
14/05/07		21/05/07	7		- cash -
	21/05/07	11/06/07	21		Voltalia	100	160	EUR	58.259	58.928	0.670	1	9,455	22
11/06/07		18/06/07	7		- cash -
	18/06/07	2/07/07	14		SunPower	100	161	USD	58.370	65.140	6.770	12	10,545	1,648
2/07/07		9/07/07	7		- cash -
	9/07/07	30/07/07	21		SunPower	100	155	USD	67.920	72.340	4.420	7	11,230	199
30/07/07		20/08/07	21		- cash -
	20/08/07	27/08/07	7		SunPower	100	171	USD	65.550	62.510	-3.040	-5	10,710	-92
27/08/07		3/09/07	7		- cash -
	3/09/07	17/09/07	14		SunPower	100	149	USD	71.810	74.660	2.850	4	11,135	176
17/09/07		1/10/07	14		- cash -
	1/10/07	12/11/07	42		SunPower	100	126	USD	87.910	109.880	21.970	25	13,903	595
	12/11/07	14/01/08	63		First Solar	100	65	USD	212.630	175.880	-36.750	-17	11,514	-67
14/01/08		31/03/08	77		- cash -
	31/03/08	12/05/08	42		First Solar	100	41	USD	278.000	311.140	33.140	12	12,873	166
	12/05/08	9/06/08	28		Canadian Solar	100	377	USD	34.100	37.200	3.100	9	14,042	211
9/06/08		29/12/08	203		- cash -
	29/12/08	9/02/09	42		Encavis	100	7,256	EUR	1.935	1.945	0.010	1	14,114	5
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
	9/02/09	23/02/09	14		Enlight Renewable	100	94	ILS	150.000	131.000	-19.000	-13	12,328	-97
23/02/09		23/03/09	28		- cash -
	23/03/09	30/03/09	7		Encavis	100	6,674	EUR	1.847	1.906	0.059	3	12,722	415
	30/03/09	6/04/09	7		West Holdings	100	21,685	JPY	0.587	0.597	0.010	2	12,939	141
	6/04/09	3/08/09	119		GCL Poly Energy	100	12,810	HKD	1.010	3.400	2.390	237	43,555	4,039
3/08/09		10/08/09	7		- cash -
	10/08/09	17/08/09	7		West Holdings	100	18,481	JPY	2.357	2.600	0.243	10	48,052	16,695
17/08/09		24/08/09	7		- cash -
	24/08/09	31/08/09	7		West Holdings	100	13,409	JPY	3.583	3.407	-0.177	-5	45,683	-93
31/08/09		7/09/09	7		- cash -
	7/09/09	25/01/10	140		West Holdings	100	13,177	JPY	3.467	3.947	0.480	14	52,008	40
25/01/10		29/03/10	63		- cash -
	29/03/10	19/04/10	21		West Holdings	100	11,600	JPY	4.483	3.783	-0.700	-16	43,888	-95
19/04/10		12/07/10	84		- cash -
	12/07/10	9/08/10	28		United Renewable	100	361	TWD	121.526	120.414	-1.112	-1	43,486	-11
	9/08/10	30/08/10	21		Enlight Renewable	100	144	ILS	300.000	342.000	42.000	14	49,534	875
	30/08/10	6/09/10	7		United Renewable	100	351	TWD	141.038	145.896	4.858	3	51,239	485
	6/09/10	22/11/10	77		Enlight Renewable	100	121	ILS	420.000	633.000	213.000	51	77,012	599
22/11/10		29/11/10	7		- cash -
	29/11/10	6/12/10	7		Enlight Renewable	100	116	ILS	661.000	630.000	-31.000	-5	73,416	-92
6/12/10		24/01/11	49		- cash -
	24/01/11	31/01/11	7		Enlight Renewable	100	122	ILS	600.000	551.000	-49.000	-8	67,438	-99
	31/01/11	18/04/11	77		GCL Poly Energy	100	18,578	HKD	3.630	4.860	1.230	34	90,289	299
18/04/11		2/05/11	14		- cash -
	2/05/11	23/05/11	21		GCL Poly Energy	100	16,566	HKD	5.450	4.010	-1.440	-26	66,434	-100
23/05/11		23/01/12	245		- cash -
	23/01/12	12/03/12	49		Encavis	100	21,096	EUR	3.149	3.140	-0.009	0	66,245	-2
	12/03/12	19/03/12	7		West Holdings	100	13,478	JPY	4.915	4.465	-0.450	-9	60,179	-99
	19/03/12	26/03/12	7		Encavis	100	18,996	EUR	3.168	3.060	-0.108	-3	58,128	-84
26/03/12		17/09/12	175		- cash -
	17/09/12	29/10/12	42		West Holdings	100	8,436	JPY	6.890	5.140	-1.750	-25	43,365	-92
29/10/12		5/11/12	7		- cash -
	5/11/12	12/11/12	7		Encavis	100	13,077	EUR	3.316	3.368	0.052	2	44,045	125
12/11/12		26/11/12	14		- cash -
	26/11/12	17/12/12	21		First Solar	100	1,631	USD	26.990	32.030	5.040	19	52,265	1,860
	17/12/12	24/12/12	7		JinkoSolar	100	8,429	USD	6.200	5.550	-0.650	-10	46,786	-100
	24/12/12	7/01/13	14		First Solar	100	1,558	USD	30.020	31.020	1.000	3	48,344	135
	7/01/13	21/01/13	14		JinkoSolar	100	7,269	USD	6.650	7.730	1.080	16	56,195	4,958
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
	21/01/13	28/01/13	7		Daqo New Energy	100	21,951	USD	2.560	2.474	-0.086	-3	54,307	-83
	28/01/13	4/02/13	7		Enlight Renewable	100	111	ILS	489.000	440.000	-49.000	-10	48,868	-100
	4/02/13	18/02/13	14		Daqo New Energy	100	21,063	USD	2.320	2.712	0.392	17	57,125	5,757
	18/02/13	18/03/13	28		SunPower	100	4,266	USD	13.390	11.710	-1.680	-13	49,958	-83
18/03/13		20/05/13	63		- cash -
	20/05/13	1/07/13	42		SunPower	100	2,200	USD	22.700	21.400	-1.300	-6	47,098	-40
	1/07/13	8/07/13	7		Canadian Solar	100	3,991	USD	11.800	12.310	0.510	4	49,133	808
	8/07/13	5/08/13	28		SunPower	100	2,063	USD	23.810	24.590	0.780	3	50,742	52
	5/08/13	30/09/13	56		Canadian Solar	100	3,221	USD	15.750	16.990	1.240	8	54,736	64
	30/09/13	7/10/13	7		Daqo New Energy	100	10,343	USD	5.292	4.754	-0.538	-10	49,172	-100
	7/10/13	21/10/13	14		Canadian Solar	100	2,570	USD	19.130	23.120	3.990	21	59,426	13,863
	21/10/13	28/10/13	7		Daqo New Energy	100	7,827	USD	7.592	6.014	-1.578	-21	47,075	-100
	28/10/13	18/11/13	21		Canadian Solar	100	2,061	USD	22.840	31.000	8.160	36	63,893	20,123
	18/11/13	25/11/13	7		Daqo New Energy	100	6,981	USD	9.152	7.792	-1.360	-15	54,399	-100
	25/11/13	16/12/13	21		Canadian Solar	100	1,885	USD	28.850	29.130	0.280	1	54,927	18
16/12/13		13/01/14	28		- cash -
	13/01/14	10/03/14	56		Canadian Solar	100	1,535	USD	35.780	36.040	0.260	1	55,326	5
	10/03/14	24/03/14	14		Daqo New Energy	100	5,359	USD	10.322	7.220	-3.102	-30	38,702	-100
24/03/14		31/03/14	7		- cash -
	31/03/14	28/04/14	28		Daqo New Energy	100	4,518	USD	8.566	8.266	-0.300	-4	37,347	-37
28/04/14		2/06/14	35		- cash -
	2/06/14	9/06/14	7		Solaria Energía	100	29,640	EUR	1.260	1.250	-0.010	-1	37,050	-34
9/06/14		16/06/14	7		- cash -
	16/06/14	23/06/14	7		Voltalia	100	4,927	EUR	7.520	7.520	0.000	0	37,050	0
23/06/14		30/06/14	7		- cash -
	30/06/14	14/07/14	14		Daqo New Energy	100	5,792	USD	6.396	5.752	-0.644	-10	33,320	-94
	14/07/14	21/07/14	7		Voltalia	100	4,245	EUR	7.849	7.614	-0.235	-3	32,323	-80
	21/07/14	28/07/14	7		Enphase Energy	100	2,845	USD	11.360	10.560	-0.800	-7	30,047	-98
	28/07/14	4/08/14	7		Voltalia	100	3,571	EUR	8.413	8.319	-0.094	-1	29,711	-44
4/08/14		11/08/14	7		- cash -
	11/08/14	18/08/14	7		Enphase Energy	100	2,535	USD	11.720	13.190	1.470	13	33,437	47,305
18/08/14		1/09/14	14		- cash -
	1/09/14	13/10/14	42		Enphase Energy	100	2,320	USD	14.410	10.140	-4.270	-30	23,531	-95
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
	13/10/14	20/10/14	7		Voltalia	100	2,980	EUR	7.896	7.708	-0.188	-2	22,971	-72
20/10/14		9/02/15	112		- cash -
	9/02/15	16/03/15	35		Enphase Energy	100	1,587	USD	14.470	13.090	-1.380	-10	20,781	-65
	16/03/15	25/05/15	70		Encavis	100	3,462	EUR	6.002	6.750	0.748	12	23,370	84
25/05/15		20/07/15	56		- cash -
	20/07/15	27/07/15	7		SMA Solar	100	777	EUR	30.060	29.875	-0.185	-1	23,227	-28
27/07/15		26/10/15	91		- cash -
	26/10/15	11/01/16	77		SMA Solar	100	540	EUR	42.950	49.315	6.365	15	26,664	93
11/01/16		25/01/16	14		- cash -
	25/01/16	1/02/16	7		SMA Solar	100	556	EUR	47.920	47.000	-0.920	-2	26,152	-64
1/02/16		14/03/16	42		- cash -
	14/03/16	28/03/16	14		SMA Solar	100	601	EUR	43.500	41.180	-2.320	-5	24,758	-76
28/03/16		11/04/16	14		- cash -
	11/04/16	9/05/16	28		SMA Solar	100	548	EUR	45.160	46.500	1.340	3	25,492	46
9/05/16		6/06/16	28		- cash -
	6/06/16	13/06/16	7		SMA Solar	100	514	EUR	49.500	44.170	-5.330	-11	22,752	-100
13/06/16		15/08/16	63		- cash -
	15/08/16	22/08/16	7		Daqo New Energy	100	4,840	USD	4.700	4.954	0.254	5	23,982	1,456
22/08/16		29/08/16	7		- cash -
	29/08/16	12/09/16	14		Daqo New Energy	100	4,852	USD	4.942	5.088	0.146	3	24,690	114
12/09/16		17/10/16	35		- cash -
	17/10/16	31/10/16	14		Solaria Energía	100	30,671	EUR	0.805	0.825	0.020	2	25,304	90
31/10/16		9/01/17	70		- cash -
	9/01/17	16/01/17	7		Solaria Energía	100	29,768	EUR	0.850	0.820	-0.030	-4	24,411	-85
	16/01/17	23/01/17	7		Enlight Renewable	100	22	ILS	1,081.000	1,074.000	-7.000	-1	24,257	-29
	23/01/17	6/03/17	42		Solaria Energía	100	24,751	EUR	0.980	1.080	0.100	10	26,732	133
	6/03/17	17/04/17	42		Enlight Renewable	100	21	ILS	1,250.000	1,242.000	-8.000	-1	26,564	-5
17/04/17		15/05/17	28		- cash -
	15/05/17	22/05/17	7		Enlight Renewable	100	19	ILS	1,364.000	1,368.000	4.000	0	26,640	16
22/05/17		29/05/17	7		- cash -
	29/05/17	12/06/17	14		Solaria Energía	100	21,142	EUR	1.260	1.390	0.130	10	29,388	1,194
12/06/17		19/06/17	7		- cash -
	19/06/17	24/07/17	35		Solaria Energía	100	23,140	EUR	1.270	1.490	0.220	17	34,479	429
	24/07/17	7/08/17	14		JinkoSolar	100	1,231	USD	28.000	29.020	1.020	4	35,735	154
	7/08/17	11/09/17	35		SolarEdge	100	1,260	USD	28.350	24.850	-3.500	-12	31,325	-75
	11/09/17	18/09/17	7		JinkoSolar	100	1,091	USD	28.700	27.640	-1.060	-4	30,168	-86
	18/09/17	9/10/17	21		SolarEdge	100	1,125	USD	26.800	28.750	1.950	7	32,362	239
9/10/17		16/10/17	7		- cash -
	16/10/17	30/10/17	14		Sino-American Sili	100	396	TWD	81.700	83.500	1.800	2	33,075	77
	30/10/17	20/11/17	21		SolarEdge	100	1,016	USD	32.550	38.900	6.350	20	39,526	2,114
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
	20/11/17	25/12/17	35		Enphase Energy	100	15,439	USD	2.560	2.420	-0.140	-5	37,365	-44
	25/12/17	5/02/18	42		Daqo New Energy	100	3,459	USD	10.800	9.676	-1.124	-10	33,477	-62
	5/02/18	12/02/18	7		Enphase Energy	100	14,555	USD	2.300	2.660	0.360	16	38,717	196,245
12/02/18		19/02/18	7		- cash -
	19/02/18	26/02/18	7		Enphase Energy	100	15,183	USD	2.550	2.680	0.130	5	40,690	1,237
	26/02/18	5/03/18	7		SolarEdge	100	799	USD	50.900	50.600	-0.300	-1	40,451	-27
5/03/18		19/03/18	14		- cash -
	19/03/18	26/03/18	7		Enphase Energy	100	8,533	USD	4.740	4.920	0.180	4	41,987	598
26/03/18		9/04/18	14		- cash -
	9/04/18	11/06/18	63		Enphase Energy	100	10,117	USD	4.150	4.620	0.470	11	46,742	86
	11/06/18	18/06/18	7		Solaria Energía	100	8,128	EUR	5.750	6.240	0.490	9	50,724	7,011
18/06/18		19/11/18	154		- cash -
	19/11/18	26/11/18	7		West Holdings	100	4,295	JPY	11.810	12.760	0.950	8	54,805	5,550
26/11/18		3/12/18	7		- cash -
	3/12/18	10/12/18	7		West Holdings	100	4,074	JPY	13.450	11.840	-1.610	-12	48,246	-100
10/12/18		17/12/18	7		- cash -
	17/12/18	24/12/18	7		Grenergy Renovables	100	8,934	EUR	5.400	4.660	-0.740	-14	41,634	-100
24/12/18		31/12/18	7		- cash -
	31/12/18	25/03/19	84		Grenergy Renovables	100	7,116	EUR	5.850	6.750	0.900	15	48,039	86
	25/03/19	1/04/19	7		Flat Glass	100	11,603	HKD	4.140	3.980	-0.160	-4	46,182	-87
	1/04/19	22/04/19	21		Grenergy Renovables	100	6,157	EUR	7.500	7.600	0.100	1	46,798	26
	22/04/19	29/04/19	7		Flat Glass	100	11,386	HKD	4.110	3.780	-0.330	-8	43,041	-99
	29/04/19	6/05/19	7		Grenergy Renovables	100	5,300	EUR	8.120	7.800	-0.320	-4	41,345	-88
	6/05/19	11/11/19	189		Enphase Energy	100	3,006	USD	13.750	18.740	4.990	36	56,345	82
	11/11/19	18/11/19	7		Grenergy Renovables	100	4,436	EUR	12.700	11.950	-0.750	-6	53,018	-96
18/11/19		2/12/19	14		- cash -
	2/12/19	16/12/19	14		Grenergy Renovables	100	3,323	EUR	15.950	13.850	-2.100	-13	46,039	-97
	16/12/19	16/03/20	91		Enphase Energy	100	1,787	USD	25.760	27.450	1.690	7	49,059	29
16/03/20		11/05/20	56		- cash -
	11/05/20	22/06/20	42		Enphase Energy	100	823	USD	59.580	45.560	-14.020	-24	37,521	-90
	22/06/20	29/06/20	7		SolarEdge	100	245	USD	152.980	137.060	-15.920	-10	33,620	-100
	29/06/20	20/07/20	21		Flat Glass	100	4,100	HKD	8.200	10.660	2.460	30	43,706	9,460
	20/07/20	12/10/20	84		Sunrun	100	1,138	USD	38.400	63.790	25.390	66	72,600	807
	12/10/20	19/10/20	7		Flat Glass	100	2,830	HKD	25.650	19.940	-5.710	-22	56,441	-100
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
	19/10/20	26/10/20	7		JinkoSolar	100	746	USD	75.630	64.920	-10.710	-14	48,451	-100
	26/10/20	16/11/20	21		Flat Glass	100	2,172	HKD	22.300	19.820	-2.480	-11	43,065	-87
	16/11/20	23/11/20	7		Daqo New Energy	100	985	USD	43.684	40.840	-2.844	-7	40,263	-97
	23/11/20	30/11/20	7		Flat Glass	100	1,781	HKD	22.600	21.650	-0.950	-4	38,571	-89
	30/11/20	7/12/20	7		JinkoSolar	100	558	USD	69.040	58.360	-10.680	-15	32,612	-100
	7/12/20	4/01/21	28		GCL Poly Energy	100	29,117	HKD	1.120	1.300	0.180	16	37,853	598
	4/01/21	11/01/21	7		Flat Glass	100	1,078	HKD	35.100	33.600	-1.500	-4	36,236	-90
	11/01/21	18/01/21	7		Daqo New Energy	100	473	USD	76.530	72.000	-4.530	-6	34,093	-96
	18/01/21	1/03/21	42		GCL Poly Energy	100	20,054	HKD	1.700	3.230	1.530	90	64,776	26,355
1/03/21		5/07/21	126		- cash -
	5/07/21	6/09/21	63		GCL Poly Energy	100	32,715	HKD	1.980	1.980	0.000	0	64,776	0
6/09/21		18/10/21	42		- cash -
	18/10/21	1/11/21	14		Xinte Energy	100	2,971	HKD	21.800	22.050	0.250	1	65,519	35
	1/11/21	29/11/21	28		GCL Poly Energy	100	18,199	HKD	3.600	2.980	-0.620	-17	54,235	-91
	29/11/21	6/12/21	7		Enphase Energy	100	211	USD	256.710	212.940	-43.770	-17	45,000	-100
	6/12/21	13/12/21	7		West Holdings	100	723	JPY	62.200	63.100	0.900	1	45,651	112
13/12/21		14/03/22	91		- cash -
	14/03/22	4/04/22	21		Solaria Energía	100	2,323	EUR	19.650	21.160	1.510	8	49,158	262
	4/04/22	11/04/22	7		Enphase Energy	100	227	USD	216.380	187.880	-28.500	-13	42,689	-100
	11/04/22	25/04/22	14		Solaria Energía	100	1,862	EUR	22.920	20.990	-1.930	-8	39,095	-90
	25/04/22	2/05/22	7		Encavis	100	1,892	EUR	20.660	19.710	-0.950	-5	37,298	-91
2/05/22		6/06/22	35		- cash -
	6/06/22	13/06/22	7		JinkoSolar	100	555	USD	67.100	58.370	-8.730	-13	32,453	-100
13/06/22		27/06/22	14		- cash -
	27/06/22	1/08/22	35		GCL Poly Energy	100	8,585	HKD	3.780	3.360	-0.420	-11	28,847	-71
	1/08/22	26/09/22	56		Enphase Energy	100	102	USD	280.890	274.920	-5.970	-2	28,238	-13
	26/09/22	3/10/22	7		First Solar	100	220	USD	128.210	136.620	8.410	7	30,088	2,646
3/10/22		5/12/22	63		- cash -
	5/12/22	2/01/23	28		First Solar	100	180	USD	167.140	149.790	-17.350	-10	26,965	-76
2/01/23		16/01/23	14		- cash -
	16/01/23	6/02/23	21		First Solar	100	149	USD	180.190	167.470	-12.720	-7	25,070	-72
6/02/23		13/02/23	7		- cash -
	13/02/23	13/03/23	28		First Solar	100	149	USD	167.260	203.580	36.320	22	30,482	1,196
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
13/03/23		22/05/23	70		- cash -
	22/05/23	5/06/23	14		SMA Solar	100	302	EUR	100.600	93.200	-7.400	-7	28,247	-86
5/06/23		12/06/23	7		- cash -
	12/06/23	19/06/23	7		First Solar	100	143	USD	196.240	188.990	-7.250	-4	27,210	-86
	19/06/23	26/06/23	7		SMA Solar	100	311	EUR	87.300	102.500	15.200	17	31,937	431,279
26/06/23		3/07/23	7		- cash -
	3/07/23	31/07/23	28		SMA Solar	100	296	EUR	107.800	86.650	-21.150	-20	25,677	-94
	31/07/23	7/08/23	7		First Solar	100	123	USD	207.400	195.600	-11.800	-6	24,225	-95
7/08/23		4/12/23	119		- cash -
	4/12/23	22/01/24	49		ReNew Energy Global	100	3,648	USD	6.640	6.650	0.010	0	24,262	1
22/01/24		12/02/24	21		- cash -
	12/02/24	19/02/24	7		Nextracker	100	414	USD	58.595	60.545	1.950	3	25,069	451
19/02/24		8/04/24	49		- cash -
	8/04/24	15/04/24	7		Sino-American Sili	100	119	TWD	210.500	208.500	-2.000	-1	24,831	-39
15/04/24		6/05/24	21		- cash -
	6/05/24	13/05/24	7		Encavis	100	1,468	EUR	16.910	16.950	0.040	0	24,890	13
13/05/24		27/05/24	14		- cash -
	27/05/24	12/08/24	77		First Solar	100	89	USD	276.740	219.230	-57.510	-21	19,772	-67
accum	23/01/06	12/08/24	4573	days out of 7569 invested (60%)							98		19,772	6

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
GCL Poly Energy	long	6/04/09	3/08/09	119	1.01	3.40	2.39	236.63
		31/01/11	18/04/11	77	3.63	4.86	1.23	33.88
		2/05/11	23/05/11	21	5.45	4.01	-1.44	-26.42
		7/12/20	4/01/21	28	1.12	1.30	0.18	16.07
		18/01/21	1/03/21	42	1.70	3.23	1.53	90.00
		5/07/21	6/09/21	63	1.98	1.98	0.00	0.00
		1/11/21	29/11/21	28	3.60	2.98	-0.62	-17.22
		27/06/22	1/08/22	35	3.78	3.36	-0.42	-11.11	438.12
Canadian Solar		12/05/08	9/06/08	28	34.10	37.20	3.10	9.09
		1/07/13	8/07/13	7	11.80	12.31	0.51	4.32
		5/08/13	30/09/13	56	15.75	16.99	1.24	7.87
		7/10/13	21/10/13	14	19.13	23.12	3.99	20.86
		28/10/13	18/11/13	21	22.84	31.00	8.16	35.73
		25/11/13	16/12/13	21	28.85	29.13	0.28	0.97
		13/01/14	10/03/14	56	35.78	36.04	0.26	0.73	104.81
SunPower		11/12/06	18/12/06	7	38.88	37.08	-1.80	-4.63
		8/01/07	19/02/07	42	37.77	45.00	7.23	19.14
		2/04/07	23/04/07	21	46.81	56.80	9.99	21.34
		7/05/07	14/05/07	7	56.20	56.63	0.43	0.77
		18/06/07	2/07/07	14	58.37	65.14	6.77	11.60
		9/07/07	30/07/07	21	67.92	72.34	4.42	6.51
		20/08/07	27/08/07	7	65.55	62.51	-3.04	-4.64
		3/09/07	17/09/07	14	71.81	74.66	2.85	3.97
		1/10/07	12/11/07	42	87.91	109.88	21.97	24.99
		18/02/13	18/03/13	28	13.39	11.71	-1.68	-12.55
		20/05/13	1/07/13	42	22.70	21.40	-1.30	-5.73
		8/07/13	5/08/13	28	23.81	24.59	0.78	3.28	74.25
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Sunrun		20/07/20	12/10/20	84	38.40	63.79	25.39	66.12	66.12
Solaria Energía		2/06/14	9/06/14	7	1.26	1.25	-0.01	-0.79
		17/10/16	31/10/16	14	0.81	0.83	0.02	2.48
		9/01/17	16/01/17	7	0.85	0.82	-0.03	-3.53
		23/01/17	6/03/17	42	0.98	1.08	0.10	10.20
		29/05/17	12/06/17	14	1.26	1.39	0.13	10.32
		19/06/17	24/07/17	35	1.27	1.49	0.22	17.32
		11/06/18	18/06/18	7	5.75	6.24	0.49	8.52
		14/03/22	4/04/22	21	19.65	21.16	1.51	7.68
		11/04/22	25/04/22	14	22.92	20.99	-1.93	-8.42	49.72
Enlight Renewable		6/02/06	20/03/06	42	1,500.00	1,395.00	-105.00	-7.00
		9/02/09	23/02/09	14	150.00	131.00	-19.00	-12.67
		9/08/10	30/08/10	21	300.00	342.00	42.00	14.00
		6/09/10	22/11/10	77	420.00	633.00	213.00	50.71
		29/11/10	6/12/10	7	661.00	630.00	-31.00	-4.69
		24/01/11	31/01/11	7	600.00	551.00	-49.00	-8.17
		28/01/13	4/02/13	7	489.00	440.00	-49.00	-10.02
		16/01/17	23/01/17	7	1,081.00	1,074.00	-7.00	-0.65
		6/03/17	17/04/17	42	1,250.00	1,242.00	-8.00	-0.64
		15/05/17	22/05/17	7	1,364.00	1,368.00	4.00	0.29	8.81
Nextracker		12/02/24	19/02/24	7	58.60	60.55	1.95	3.33	3.33
United Renewable		12/07/10	9/08/10	28	121.53	120.41	-1.11	-0.92
		30/08/10	6/09/10	7	141.04	145.90	4.86	3.44	2.50
Sino-American Sili		16/10/17	30/10/17	14	81.70	83.50	1.80	2.20
		8/04/24	15/04/24	7	210.50	208.50	-2.00	-0.95	1.23
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Xinte Energy		18/10/21	1/11/21	14	21.80	22.05	0.25	1.15	1.15
ReNew Energy Global		4/12/23	22/01/24	49	6.64	6.65	0.01	0.15	0.15
SolarEdge		7/08/17	11/09/17	35	28.35	24.85	-3.50	-12.35
		18/09/17	9/10/17	21	26.80	28.75	1.95	7.28
		30/10/17	20/11/17	21	32.55	38.90	6.35	19.51
		26/02/18	5/03/18	7	50.90	50.60	-0.30	-0.59
		22/06/20	29/06/20	7	152.98	137.06	-15.92	-10.41	0.09
Voltalia		21/05/07	11/06/07	21	58.26	58.93	0.67	1.15
		16/06/14	23/06/14	7	7.52	7.52	0.00	0.00
		14/07/14	21/07/14	7	7.85	7.61	-0.24	-2.99
		28/07/14	4/08/14	7	8.41	8.32	-0.09	-1.12
		13/10/14	20/10/14	7	7.90	7.71	-0.19	-2.38	-5.29
First Solar		12/11/07	14/01/08	63	212.63	175.88	-36.75	-17.28
		31/03/08	12/05/08	42	278.00	311.14	33.14	11.92
		26/11/12	17/12/12	21	26.99	32.03	5.04	18.67
		24/12/12	7/01/13	14	30.02	31.02	1.00	3.33
		26/09/22	3/10/22	7	128.21	136.62	8.41	6.56
		5/12/22	2/01/23	28	167.14	149.79	-17.35	-10.38
		16/01/23	6/02/23	21	180.19	167.47	-12.72	-7.06
		13/02/23	13/03/23	28	167.26	203.58	36.32	21.71
		12/06/23	19/06/23	7	196.24	188.99	-7.25	-3.69
		31/07/23	7/08/23	7	207.40	195.60	-11.80	-5.69
		27/05/24	12/08/24	77	276.74	219.23	-57.51	-20.78	-11.76
SMA Solar		20/07/15	27/07/15	7	30.06	29.88	-0.18	-0.62
		26/10/15	11/01/16	77	42.95	49.32	6.37	14.82
		25/01/16	1/02/16	7	47.92	47.00	-0.92	-1.92
		14/03/16	28/03/16	14	43.50	41.18	-2.32	-5.33
		11/04/16	9/05/16	28	45.16	46.50	1.34	2.97
		6/06/16	13/06/16	7	49.50	44.17	-5.33	-10.77
		22/05/23	5/06/23	14	100.60	93.20	-7.40	-7.36
		19/06/23	26/06/23	7	87.30	102.50	15.20	17.41
		3/07/23	31/07/23	28	107.80	86.65	-21.15	-19.62	-14.88
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Grenergy Renovables		17/12/18	24/12/18	7	5.40	4.66	-0.74	-13.70
		31/12/18	25/03/19	84	5.85	6.75	0.90	15.38
		1/04/19	22/04/19	21	7.50	7.60	0.10	1.33
		29/04/19	6/05/19	7	8.12	7.80	-0.32	-3.94
		11/11/19	18/11/19	7	12.70	11.95	-0.75	-5.91
		2/12/19	16/12/19	14	15.95	13.85	-2.10	-13.17	-20.81
Encavis		23/01/06	6/02/06	14	1.60	1.58	-0.03	-1.81
		20/03/06	3/04/06	14	1.65	1.65	0.00	0.00
		17/04/06	1/05/06	14	1.89	1.89	0.00	0.00
		8/05/06	12/06/06	35	1.89	1.89	0.00	0.00
		19/06/06	26/06/06	7	1.89	1.53	-0.36	-19.09
		30/10/06	13/11/06	14	1.91	1.92	0.01	0.47
		20/11/06	27/11/06	7	1.92	1.92	0.00	0.00
		18/12/06	8/01/07	21	1.92	1.87	-0.05	-2.51
		19/02/07	19/03/07	28	2.45	2.33	-0.12	-4.73
		26/03/07	2/04/07	7	2.33	2.27	-0.07	-2.91
		29/12/08	9/02/09	42	1.94	1.95	0.01	0.52
		23/03/09	30/03/09	7	1.85	1.91	0.06	3.19
		23/01/12	12/03/12	49	3.15	3.14	-0.01	-0.29
		19/03/12	26/03/12	7	3.17	3.06	-0.11	-3.41
		5/11/12	12/11/12	7	3.32	3.37	0.05	1.57
		16/03/15	25/05/15	70	6.00	6.75	0.75	12.46
		25/04/22	2/05/22	7	20.66	19.71	-0.95	-4.60
		6/05/24	13/05/24	7	16.91	16.95	0.04	0.24	-21.45
Flat Glass		25/03/19	1/04/19	7	4.14	3.98	-0.16	-3.86
		22/04/19	29/04/19	7	4.11	3.78	-0.33	-8.03
		29/06/20	20/07/20	21	8.20	10.66	2.46	30.00
		12/10/20	19/10/20	7	25.65	19.94	-5.71	-22.26
		26/10/20	16/11/20	21	22.30	19.82	-2.48	-11.12
		23/11/20	30/11/20	7	22.60	21.65	-0.95	-4.20
		4/01/21	11/01/21	7	35.10	33.60	-1.50	-4.27	-27.17
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Enphase Energy		21/07/14	28/07/14	7	11.36	10.56	-0.80	-7.04
		11/08/14	18/08/14	7	11.72	13.19	1.47	12.54
		1/09/14	13/10/14	42	14.41	10.14	-4.27	-29.63
		9/02/15	16/03/15	35	14.47	13.09	-1.38	-9.54
		20/11/17	25/12/17	35	2.56	2.42	-0.14	-5.47
		5/02/18	12/02/18	7	2.30	2.66	0.36	15.65
		19/02/18	26/02/18	7	2.55	2.68	0.13	5.10
		19/03/18	26/03/18	7	4.74	4.92	0.18	3.80
		9/04/18	11/06/18	63	4.15	4.62	0.47	11.33
		6/05/19	11/11/19	189	13.75	18.74	4.99	36.29
		16/12/19	16/03/20	91	25.76	27.45	1.69	6.56
		11/05/20	22/06/20	42	59.58	45.56	-14.02	-23.53
		29/11/21	6/12/21	7	256.71	212.94	-43.77	-17.05
		4/04/22	11/04/22	7	216.38	187.88	-28.50	-13.17
		1/08/22	26/09/22	56	280.89	274.92	-5.97	-2.13	-30.78
West Holdings		30/03/09	6/04/09	7	0.59	0.60	0.01	1.70
		10/08/09	17/08/09	7	2.36	2.60	0.24	10.33
		24/08/09	31/08/09	7	3.58	3.41	-0.18	-4.93
		7/09/09	25/01/10	140	3.47	3.95	0.48	13.85
		29/03/10	19/04/10	21	4.48	3.78	-0.70	-15.61
		12/03/12	19/03/12	7	4.92	4.47	-0.45	-9.16
		17/09/12	29/10/12	42	6.89	5.14	-1.75	-25.40
		19/11/18	26/11/18	7	11.81	12.76	0.95	8.04
		3/12/18	10/12/18	7	13.45	11.84	-1.61	-11.97
		6/12/21	13/12/21	7	62.20	63.10	0.90	1.45	-32.99
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
JinkoSolar		17/12/12	24/12/12	7	6.20	5.55	-0.65	-10.48
		7/01/13	21/01/13	14	6.65	7.73	1.08	16.24
		24/07/17	7/08/17	14	28.00	29.02	1.02	3.64
		11/09/17	18/09/17	7	28.70	27.64	-1.06	-3.69
		19/10/20	26/10/20	7	75.63	64.92	-10.71	-14.16
		30/11/20	7/12/20	7	69.04	58.36	-10.68	-15.47
		6/06/22	13/06/22	7	67.10	58.37	-8.73	-13.01	-34.44
Daqo New Energy		21/01/13	28/01/13	7	2.56	2.47	-0.09	-3.36
		4/02/13	18/02/13	14	2.32	2.71	0.39	16.90
		30/09/13	7/10/13	7	5.29	4.75	-0.54	-10.17
		21/10/13	28/10/13	7	7.59	6.01	-1.58	-20.79
		18/11/13	25/11/13	7	9.15	7.79	-1.36	-14.86
		10/03/14	24/03/14	14	10.32	7.22	-3.10	-30.05
		31/03/14	28/04/14	28	8.57	8.27	-0.30	-3.50
		30/06/14	14/07/14	14	6.40	5.75	-0.64	-10.07
		15/08/16	22/08/16	7	4.70	4.95	0.25	5.40
		29/08/16	12/09/16	14	4.94	5.09	0.15	2.95
		25/12/17	5/02/18	42	10.80	9.68	-1.12	-10.41
		16/11/20	23/11/20	7	43.68	40.84	-2.84	-6.51
		11/01/21	18/01/21	7	76.53	72.00	-4.53	-5.92	-64.47

Annotations

22/04/24	PPVX	Voltalia replaces Meyer Burger
13/11/23	PPVX	Altus Power replaces Maxeon
10/02/23	PPVX	Nextracker replaces Beijing Energy
6/02/23	Enlight Renewable	reverse split 10:1 (one for ten)
25/09/22	PPVX	Maxeon Solar Technologies replaces Azure Power Global
29/10/21	PPVX	ReNew Energy Global replaces Soltec Power
29/07/21	United Renewable	reverse stock split 0.5658:1
23/07/21	PPVX	Xinte Energy replaces Maxeon
25/06/21	PPVX	Enlight Renewable Energy and Flat Glass Group replace Solarpack and Renesola
1/04/21	GCL Poly Energy	suspended
5/02/21	PPVX	Shoals Technologies Group replaces SPCG
25/01/21	PPVX	Grenergy Renovables and ReneSola replace Motech Industries and Shinsung E&G
17/11/20	Daqo New Energy	stock split 1:5 (five for one)
31/10/20	PPVX	Soltec Power replaces REC Silicon
23/10/20	PPVX	Array Technologies and REC Silicon replace 7C Solarparken and Tainergy
8/10/20	PPVX	Tainergy Tech replaces Vivint Solar (acquired by Sunrun)
21/09/20	PPVX	Motech Industries and Shinsung E&G replace China Shuifa Singyes and Thai Solar Energy
27/03/20	PPVX	China Singyes Solar and Edisun Power Europe replace Motech and Terraform Power
28/12/19	PPVX	Motech replaces SFCE
8/11/19	PPVX	Neoen replaces REC Silicon
29/07/19	PPVX	Sunnova replaces Shinsung E&G
16/02/19	PPVX	7C Solarparken replaces China Singyes Solar
10/12/18	PPVX	SFCE and Solarapack replace Motech Industries and Green Energy Technology
1/10/18	PPVX	Thai Solar Energy returns for Gintech Energy (merger with Neo Solar Power)
20/07/18	PPVX	West Holdings replaces JA Solar
17/07/18	PPVX	JA Solar exits due to becoming private (mergered with JASO Acquisition Holding as wholly owner)
25/06/18	Green Energy T	returns replacing 8point3
21/06/18	8point3	drops out due to acquisition by Capital Dynamics
18/05/18	PPVX	Enphase Energy replaces Thai Solar Energy PCL (exit due to low stock market value)
27/02/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
16/02/18	PPVX	Solaria Energía replaces SFCE (market value falls below exit threshold)
30/12/17	PPVX	Vivint Solar replaces TerraForm Global (acquired by Brookfield Asset Management)
11/08/17	PPVX	Shinsung E&G replaces Green Energy Technology
14/03/17	PPVX	Azure Power Global replaces Trina Solar
25/11/16	PPVX	Thai Solar Energy replaces SolarCity (acquired by Tesla)
4/11/16	PPVX	SPCG replaces SPI
8/10/16	Chorus	is replaced by BCPG
8/08/16	Capital Stage	acquires Chorus Clean Energy
3/06/16	PPVX	complete analysis - all techniques have been refreshed using new market composition
2/06/16	Solarenergie	Change Of Composition This market matches the PPVX (Photon Photovoltaiics Stock Index) regarding composition now. The PPVX is a cooperation of PHOTON International GmbH, Berlin and Öko-Invest-Verlags-GmbH, Vienna. The index here is not the original PPVX but the Share-o-matic standard index, an equal weighted price index in USD starting in 2005 at 100 points. The standard techniques have been re-calculated, best practice analysis is in progress.
1/01/16	Sunrun	recording started
18/08/15	Solarenergie	complete analysis
1/07/15	Scatec Solar	monitoring started
14/03/15	Solar Energy	first complete analysis


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