Share-o-matic - Portfolio

Thu, 19th Mar 2026, 9:28UTC

Assessment - NZX 50 Index in Euro - 1/07/24 - RS = 10

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	22/04/24	prc diff	⇓ Δ10	∅-RS
		NZX 50	6,949.407	12/08/24	0.31	6,671.118	4.17	6,584.596	86.521	1.31	2.32
		Gentrack	5.715	12/08/24	2.02	5.828	-1.94	4.444	1.384	31.14	76.32
	L	Vista	1.709	12/08/24	5.23	1.273	34.22	1.033	0.240	23.22	37.71
	L	a2 Milk	4.216	12/08/24	0.95	4.102	2.76	3.483	0.619	17.78	38.63
	L	Fisher & Paykel HC	18.554	12/08/24	0.89	16.947	9.48	14.688	2.259	15.38	25.43
	L	Fonterra Shs Fund	2.371	12/08/24	2.20	2.303	2.95	2.000	0.303	15.16	20.54
		Westpac Banking	17.270	12/08/24	0.07	16.580	4.16	15.510	1.069	6.89	17.97
	L	Meridian Energy (NS)	3.565	12/08/24	1.29	3.735	-4.55	3.289	0.446	13.56	19.97
	L	Contact Energy	4.742	12/08/24	0.84	5.161	-8.11	4.778	0.383	8.02	11.87
	L	Scales	1.896	12/08/24		1.981	-4.29	1.778	0.203	11.41	10.44
		ANZ Banking NZ	17.004	12/08/24	0.13	17.428	-2.44	17.138	0.290	1.69	9.70
		Infratil	5.981	12/08/24	-0.75	6.309	-5.20	6.005	0.304	5.06	9.04
	L	Sanford	2.320	12/08/24	-0.49	2.252	3.02	2.222	0.030	1.35	1.09
		Channel Infra	0.860	12/08/24	0.66	0.837	2.70	0.856	-0.018	-2.11	-1.33
	L	Mainfreight	41.081	12/08/24	-0.55	39.186	4.84	38.609	0.576	1.49	3.98
		Mercury	3.644	12/08/24	-2.13	3.797	-4.02	3.561	0.236	6.63	5.57
	L	Manawa Energy	2.354	12/08/24	2.46	2.331	0.97	2.539	-0.207	-8.17	-5.87
	S	Goodman Property	1.149	12/08/24	-1.46	1.135	1.25	1.244	-0.110	-8.83	-6.94
		Turners Automotive	2.439	12/08/24	1.17	2.213	10.23	2.528	-0.315	-12.47	-4.60
	S	Property for Indust.	1.239	12/08/24	0.69	1.217	1.86	1.239	-0.022	-1.80	-3.79
		New Zealand Exchange	0.713	12/08/24	0.80	0.594	20.00	0.639	-0.045	-7.00	-2.77
		Chorus	4.470	12/08/24	0.13	4.374	2.20	4.128	0.246	5.97	0.81
		Vector	2.077	12/08/24		2.094	-0.81	2.055	0.038	1.86	-2.12
	S	Freightways	5.064	12/08/24	1.24	4.425	14.45	4.855	-0.430	-8.86	-5.51
		Kiwi Property	0.509	12/08/24		0.464	9.76	0.464	0.000	0.03	-3.00
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	22/04/24	prc diff	⇓ Δ10	∅-RS
	S	Argosy Property	0.614	12/08/24	0.93	0.577	6.37	0.636	-0.059	-9.26	-8.56
	S	Precinct Properties	0.707	12/08/24	0.81	0.642	10.13	0.661	-0.019	-2.85	-4.91
	S	Hallenstein Glasson	3.254	12/08/24	0.70	3.084	5.50	3.200	-0.116	-3.62	-5.50
	S	Auckland Int Airport	4.204	12/08/24	0.68	4.329	-2.88	4.428	-0.099	-2.23	-4.35
		Stride Property	0.736	12/08/24		0.662	11.11	0.711	-0.049	-6.89	-11.79
	S	Vulcan Steel	3.972	12/08/24	0.14	4.018	-1.13	4.666	-0.649	-13.91	-12.26
	S	Summerset	6.168	12/08/24	-0.73	5.342	15.47	6.200	-0.858	-13.84	-6.80
	S	Sky Network Telev.	1.500	12/08/24	-1.85	1.381	8.61	1.578	-0.197	-12.49	-6.57
	S	Vital Healthcare	1.069	12/08/24	-1.05	1.004	6.48	1.211	-0.207	-17.06	-16.20
	S	Genesis Energy	1.262	12/08/24	-1.11	1.225	3.00	1.305	-0.080	-6.16	-10.52
	S	Ebos	20.433	12/08/24	0.11	18.192	12.32	19.432	-1.240	-6.38	-9.29
		Port of Tauranga	3.067	12/08/24	-0.91	2.722	12.68	2.683	0.039	1.44	-10.77
	S	Investore Property	0.656	12/08/24		0.577	13.73	0.617	-0.039	-6.40	-12.83
	S	Skellerup	2.546	12/08/24	3.21	2.088	21.95	2.417	-0.329	-13.60	-16.98
	S	Arvida	0.922	12/08/24	0.62	0.515	79.12	0.589	-0.074	-12.56	-16.77
	S	Spark New Zealand	2.445	12/08/24		2.314	5.62	2.619	-0.305	-11.64	-15.67
	S	Air New Zealand	0.314	12/08/24	0.91	0.303	3.74	0.317	-0.014	-4.40	-17.04
	S	Oceania Healthcare	0.436	12/08/24		0.306	42.59	0.339	-0.033	-9.83	-19.11
	S	Serko	2.065	12/08/24	0.27	1.839	12.31	1.894	-0.055	-2.92	-14.62
	S	Skycity Entertainm.	0.877	12/08/24	-0.64	0.837	4.73	1.033	-0.196	-18.95	-22.26
	S	Warehouse	0.673	12/08/24	-0.83	0.555	21.43	0.794	-0.240	-30.19	-35.71
	S	Ryman Healthcare	2.637	12/08/24	0.65	2.003	31.64	2.433	-0.430	-17.68	-32.01
	S	Heartland	0.600	12/08/24	0.95	0.549	9.28	0.589	-0.040	-6.79	-29.62
	S	Fletcher Building	1.765	12/08/24	0.65	1.703	3.65	2.205	-0.502	-22.77	-29.35
	S	KMD Brands	0.232	12/08/24	2.50	0.204	13.89	0.300	-0.096	-32.09	-45.83
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	22/04/24	prc diff	⇓ Δ10	∅-RS
	S	Tourism	1.177	12/08/24	1.96	1.013	16.20	1.617	-0.604	-37.34	-42.28
NZX 50 - 50 out of 50 instruments rated - 1/07/24 / 22/04/24 - 18 did rise, Market-Ratio(10) in EUR = 36.00 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

	NZX 50 RS = 10 - B/S = 26/26

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

Transactions NZX 50 Index in Euro * S10 - 26 ex 4 (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		6/08/07	581		- cash -
short	6/08/07	27/08/07	21		Turners Automotive	100	1,541	6.486	5.243	8.023	1.537	24	12,368	3,929
27/08/07		3/09/07	7		- cash -
	3/09/07	10/09/07	7		Turners Automotive	100	2,632	4.699	4.672	4.726	0.027	1	12,440	35
10/09/07		26/11/07	77		- cash -
	26/11/07	3/12/07	7		Turners Automotive	100	3,092	4.023	4.107	3.940	-0.084	-2	12,181	-67
3/12/07		10/12/07	7		- cash -
	10/12/07	24/12/07	14		Turners Automotive	100	2,826	4.310	4.221	4.401	0.091	2	12,438	72
24/12/07		7/01/08	14		- cash -
	7/01/08	31/03/08	84		Turners Automotive	100	3,229	3.851	2.645	5.607	1.756	46	18,108	412
31/03/08		14/04/08	14		- cash -
	14/04/08	21/04/08	7		Turners Automotive	100	8,492	2.132	2.167	2.098	-0.034	-2	17,816	-57
21/04/08		23/06/08	63		- cash -
	23/06/08	4/08/08	42		Turners Automotive	100	12,254	1.454	0.802	2.634	1.180	81	32,280	17,408
4/08/08		13/10/08	70		- cash -
	13/10/08	8/12/08	56		Turners Automotive	100	123,920	0.260	0.266	0.255	-0.006	-2	31,587	-13
8/12/08		15/12/08	7		- cash -
	15/12/08	22/12/08	7		Tourism	100	129,287	0.244	0.264	0.224	-0.020	-8	28,999	-99
22/12/08		29/12/08	7		- cash -
	29/12/08	5/01/09	7		Tourism	100	100,991	0.287	0.282	0.292	0.005	2	29,500	144
5/01/09		16/02/09	42		- cash -
	16/02/09	23/02/09	7		Turners Automotive	100	178,390	0.165	0.162	0.169	0.003	2	30,077	175
23/02/09		15/02/10	357		- cash -
	15/02/10	22/02/10	7		Channel Infra	100	16,465	1.827	1.747	1.910	0.083	5	31,444	916
22/02/10		24/05/10	91		- cash -
	24/05/10	2/08/10	70		Channel Infra	100	17,240	1.824	1.702	1.954	0.130	7	33,693	43
2/08/10		1/08/11	364		- cash -
	1/08/11	5/09/11	35		Heartland	100	88,959	0.379	0.340	0.422	0.043	11	37,505	206
5/09/11		12/09/11	7		- cash -
	12/09/11	10/10/11	28		Heartland	100	113,197	0.331	0.299	0.367	0.035	11	41,498	274
10/10/11		26/12/11	77		- cash -
	26/12/11	9/01/12	14		Heartland	100	151,946	0.273	0.295	0.252	-0.022	-8	38,230	-88
9/01/12		23/01/12	14		- cash -
	23/01/12	30/01/12	7		Turners Automotive	100	81,714	0.468	0.468	0.468	-0.000	0	38,226	0
30/01/12		24/06/13	511		- cash -
	24/06/13	1/07/13	7		Chorus	100	27,656	1.382	1.440	1.325	-0.057	-4	36,640	-89
1/07/13		22/07/13	21		- cash -
	22/07/13	29/07/13	7		Chorus	100	22,917	1.599	1.717	1.481	-0.118	-7	33,938	-98
29/07/13		28/09/15	791		- cash -
	28/09/15	12/10/15	14		KMD Brands	100	42,769	0.794	0.892	0.695	-0.099	-12	29,720	-97
12/10/15		22/02/16	133		- cash -
	22/02/16	29/02/16	7		ANZ Banking NZ	100	1,943	15.296	14.670	15.949	0.653	4	30,989	784
29/02/16		31/10/16	245		- cash -
	31/10/16	21/11/16	21		Serko	100	113,314	0.273	0.233	0.322	0.048	18	36,431	1,565
21/11/16		26/02/18	462		- cash -
	26/02/18	16/04/18	49		Fletcher Building	100	9,396	3.877	3.727	4.033	0.156	4	37,895	34
16/04/18		29/10/18	196		- cash -
	29/10/18	5/11/18	7		Air New Zealand	100	24,860	1.524	1.742	1.306	-0.218	-14	32,470	-100
5/11/18		26/11/18	21		- cash -
	26/11/18	17/12/18	21		Fletcher Building	100	11,639	2.790	2.894	2.686	-0.104	-4	31,259	-48
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
17/12/18		2/03/20	441		- cash -
	2/03/20	6/04/20	35		Gentrack	100	27,893	1.121	0.748	1.678	0.558	50	46,817	6,654
	6/04/20	11/05/20	35		KMD Brands	100	121,569	0.385	0.596	0.174	-0.211	-55	21,190	-100
11/05/20		18/05/20	7		- cash -
	18/05/20	25/05/20	7		Sky Network Telev.	100	21,568	0.982	0.958	1.008	0.025	3	21,739	280
25/05/20		29/11/21	553		- cash -
	29/11/21	13/12/21	14		a2 Milk	100	5,807	3.743	3.542	3.956	0.213	6	22,975	323
13/12/21		24/01/22	42		- cash -
	24/01/22	7/02/22	14		Ryman Healthcare	100	3,607	6.368	5.750	7.052	0.684	11	25,441	1,328
7/02/22		21/02/22	14		- cash -
	21/02/22	4/04/22	42		Ryman Healthcare	100	4,646	5.476	5.741	5.210	-0.265	-5	24,208	-35
4/04/22		30/05/22	56		- cash -
	30/05/22	25/07/22	56		Air New Zealand	100	60,299	0.401	0.371	0.435	0.033	8	26,206	68
25/07/22		3/10/22	70		- cash -
	3/10/22	14/11/22	42		Serko	100	14,502	1.807	1.542	2.117	0.310	17	30,705	296
14/11/22		20/03/23	126		- cash -
	20/03/23	27/03/23	7		Ryman Healthcare	100	10,291	2.984	2.887	3.083	0.100	3	31,731	455
27/03/23		18/09/23	175		- cash -
	18/09/23	30/10/23	42		KMD Brands	100	72,582	0.437	0.456	0.418	-0.019	-4	30,332	-32
	30/10/23	6/11/23	7		a2 Milk	100	13,163	2.304	2.405	2.204	-0.101	-4	29,007	-90
6/11/23		13/11/23	7		- cash -
	13/11/23	27/11/23	14		a2 Milk	100	13,008	2.230	2.371	2.089	-0.141	-6	27,173	-82
27/11/23		3/06/24	189		- cash -
	3/06/24	12/08/24	70		Tourism	100	25,568	1.063	1.177	0.949	-0.114	-11	24,252	-45
accum	6/08/07	12/08/24	1522	days out of 7381 invested (21%)							143		24,252	24

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Turners Automotive	short	6/08/07	27/08/07	21	6.49	5.24	8.02	1.54	23.69
		3/09/07	10/09/07	7	4.70	4.67	4.73	0.03	0.58
		26/11/07	3/12/07	7	4.02	4.11	3.94	-0.08	-2.08
		10/12/07	24/12/07	14	4.31	4.22	4.40	0.09	2.11
		7/01/08	31/03/08	84	3.85	2.65	5.61	1.76	45.59
		14/04/08	21/04/08	7	2.13	2.17	2.10	-0.03	-1.61
		23/06/08	4/08/08	42	1.45	0.80	2.63	1.18	81.19
		13/10/08	8/12/08	56	0.26	0.27	0.25	-0.01	-2.15
		16/02/09	23/02/09	7	0.17	0.16	0.17	0.00	1.96
		23/01/12	30/01/12	7	0.47	0.47	0.47	-0.00	-0.01	222.07
Gentrack		2/03/20	6/04/20	35	1.12	0.75	1.68	0.56	49.77	49.77
Serko		31/10/16	21/11/16	21	0.27	0.23	0.32	0.05	17.56
		3/10/22	14/11/22	42	1.81	1.54	2.12	0.31	17.17	37.74
Heartland		1/08/11	5/09/11	35	0.38	0.34	0.42	0.04	11.32
		12/09/11	10/10/11	28	0.33	0.30	0.37	0.04	10.65
		26/12/11	9/01/12	14	0.27	0.29	0.25	-0.02	-7.88	13.47
Channel Infra		15/02/10	22/02/10	7	1.83	1.75	1.91	0.08	4.55
		24/05/10	2/08/10	70	1.82	1.70	1.95	0.13	7.15	12.02
Ryman Healthcare		24/01/22	7/02/22	14	6.37	5.75	7.05	0.68	10.74
		21/02/22	4/04/22	42	5.48	5.74	5.21	-0.27	-4.85
		20/03/23	27/03/23	7	2.98	2.89	3.08	0.10	3.34	8.89
ANZ Banking NZ		22/02/16	29/02/16	7	15.30	14.67	15.95	0.65	4.27	4.27
Sky Network Telev.		18/05/20	25/05/20	7	0.98	0.96	1.01	0.03	2.59	2.59
Fletcher Building		26/02/18	16/04/18	49	3.88	3.73	4.03	0.16	4.02
		26/11/18	17/12/18	21	2.79	2.89	2.69	-0.10	-3.73	0.14
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
a2 Milk		29/11/21	13/12/21	14	3.74	3.54	3.96	0.21	5.69
		30/10/23	6/11/23	7	2.30	2.40	2.20	-0.10	-4.37
		13/11/23	27/11/23	14	2.23	2.37	2.09	-0.14	-6.32	-5.32
Air New Zealand		29/10/18	5/11/18	7	1.52	1.74	1.31	-0.22	-14.31
		30/05/22	25/07/22	56	0.40	0.37	0.43	0.03	8.25	-7.24
Chorus		24/06/13	1/07/13	7	1.38	1.44	1.32	-0.06	-4.15
		22/07/13	29/07/13	7	1.60	1.72	1.48	-0.12	-7.37	-11.22
Tourism		15/12/08	22/12/08	7	0.24	0.26	0.22	-0.02	-8.19
		29/12/08	5/01/09	7	0.29	0.28	0.29	0.00	1.73
		3/06/24	12/08/24	70	1.06	1.18	0.95	-0.11	-10.75	-16.65
KMD Brands		28/09/15	12/10/15	14	0.79	0.89	0.69	-0.10	-12.43
		6/04/20	11/05/20	35	0.39	0.60	0.17	-0.21	-54.74
		18/09/23	30/10/23	42	0.44	0.46	0.42	-0.02	-4.41	-62.11

Annotations

22/02/24	NZX 50	Component update: Channel Infrastructure, Gentrack and Turners Automotive replace Pacific Edge, Restaurant Brands and Synlait Milk
5/06/23	NZX 50	Hallenstein Glasson replaces Pushpay
17/09/21	Sky Network Telev.	reverse stock split 10:1 (one for ten)
27/11/17	Vista	stock split 1:2 (two for one)
5/04/17	NZX 50	machine learning processed for all techniques
3/04/17	NZX 50	9 constituents exchanged since last analysis - the market has to be re-learnt.
	NZX 50	index adaption: Arvida, Sanford, Scales, Tourism and Vista replace Orion Health, Skellerup, Steel & Tube, Warehouse and Tower
18/10/16	Port of Tauranga	stock split 1:5 (five for one)
13/09/16	NZX 50	index adaption: Investore and NZ Refining for Nuplex and Pacific Edge
29/07/16	Mighty River Power	renames to Mercury NZ Limited
12/07/16	Stride Property	demerger of Investore 4:1 (one new Investore for four old Stride)
17/06/16	NZX 50	Tegel replaces Coats
14/04/16	NZX 50	Comvita replaces Diligent
11/04/16	NZX 50	instrument Diligent (DIL, NZDILE0001S9) deleted (acquisition by Insight Venture Partners)
31/12/15	Heartland	name change from Heartland New Zealand to Heartland Bank, ticker changes from HNZ to HBL
25/09/15	DNZ Property Fund	changes name to Stride Property
29/08/15	NZX 50	The alternating technique got caught in some traps recently, the dedicated techniques are operating more careful.
	NZX 50	complete analysis
14/07/15	NZX 50	Metro Performance Glass and Orion Health replace NZ Oil & Gas and OceanaGold
30/04/15	Meridian Energy (NS)	replaces MELCA.NZ


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