Assessment - nx-25 - Natur-Aktienindex in Swiss Franc - 7/01/24 - RS = 19
⇐
⇓ freshest
Δday
7/01/24
⇓ 2/19/24
prc diff
⇓
⇓
L
SOM Price Index
849.241
8/12/24
-0.26
866.737
-2.02
768.748
97.989
12.75
15.60
L
Eramet
70.125
8/12/24
5.24
94.696
-25.95
60.023
34.673
57.77
33.82
L
First Solar
198.102
8/12/24
3.51
201.247
-1.56
138.524
62.723
45.28
32.69
Deckers Outdoor
829.802
8/12/24
3.15
855.104
-2.96
761.545
93.558
12.29
42.68
Oatly
0.800
8/12/24
1.57
0.833
-4.01
1.081
-0.248
-22.95
-9.07
L
Verbund
74.487
8/12/24
1.52
73.421
1.45
59.927
13.493
22.52
1.79
Encompass Health
78.489
8/12/24
1.33
77.134
1.76
64.905
12.229
18.84
21.76
L
Mayr-Melnhof
100.414
8/12/24
1.17
107.393
-6.50
116.240
-8.847
-7.61
-7.28
L
L'Occitane
3.819
7/29/24
0.72
3.753
1.76
3.130
0.623
19.92
36.73
Tomra Systems
13.393
8/12/24
0.13
11.141
20.21
11.670
-0.529
-4.54
4.95
Cdn Nat Railway
100.083
8/12/24
-0.01
106.304
-5.85
114.584
-8.280
-7.23
-0.25
L
Sprouts
86.911
8/12/24
-0.10
75.516
15.09
46.638
28.878
61.92
74.70
L
LTC Properties
32.440
8/12/24
-0.22
31.121
4.24
27.806
3.315
11.92
7.59
L
Shimano
151.449
8/09/24
-0.48
140.180
8.04
118.585
21.595
18.21
4.99
S
Severn Trent
2,871.869
8/12/24
-0.63
2,734.787
5.01
2,826.371
-91.584
-3.24
-2.40
L
Geberit
522.800
8/12/24
-0.72
529.200
-1.21
509.600
19.600
3.85
10.57
Interface
14.738
8/12/24
-0.79
13.166
11.94
11.860
1.306
11.01
28.10
L
Ormat Technologies
64.799
8/12/24
-1.10
62.531
3.63
59.231
3.300
5.57
0.57
L
eBay
50.432
8/12/24
-1.26
47.603
5.94
38.343
9.260
24.15
18.72
Tesla Motors
178.458
8/12/24
-1.26
189.635
-5.89
176.448
13.188
7.47
0.78
L
Umweltbank
5.467
8/12/24
-1.40
6.184
-11.60
6.659
-0.475
-7.13
-17.68
S
Intel
17.494
8/12/24
-1.78
27.868
-37.22
38.396
-10.528
-27.42
-16.59
MillerKnoll
24.524
8/12/24
-3.49
23.910
2.57
26.518
-2.608
-9.83
15.14
L
INIT Innov. in Traff
36.832
8/12/24
-3.55
38.479
-4.28
29.964
8.515
28.42
28.66
Vestas Wind Systems
19.788
8/12/24
-7.76
21.068
-6.08
23.545
-2.476
-10.52
-7.73
⇓ freshest
Δday
7/01/24
⇓ 2/19/24
prc diff
⇓
⇓
L
Kurita Water
31.509
8/09/24
-9.14
38.388
-17.92
34.567
3.820
11.05
14.63
nx-25 - 25 out of 25 instruments rated - 7/01/24 / 2/19/24 - 16 did rise, Market-Ratio(19) in CHF = 64.00 %
Technical Chart
Transactions nx-25 - Natur-Aktienindex in Swiss Franc * S19 - 26 ex 7 (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 9/08/08 980 - cash -
short
9/08/08
2/16/09
161
eBay
100
904
11.055
6.019
20.304
9.250
84
18,362
297
2/16/09 2/23/09 7 - cash -
2/23/09
3/23/09
28
Interface
100
5,991
3.065
2.999
3.132
0.067
2
18,763
33
3/23/09 8/08/11 868 - cash -
8/08/11
8/15/11
7
Vestas Wind Systems
100
6,383
2.939
2.706
3.192
0.253
9
20,380
7,344
8/15/11 8/22/11 7 - cash -
8/22/11
10/24/11
63
Eramet
100
134
151.697
132.531
173.635
21.938
14
23,319
119
10/24/11 11/14/11 21 - cash -
11/14/11
11/28/11
14
First Solar
100
570
40.898
44.441
37.355
-3.543
-9
21,300
-91
11/28/11 8/24/15 1365 - cash -
8/24/15
9/21/15
28
Eramet
100
428
49.652
41.229
59.796
10.144
20
25,641
1,028
9/21/15 9/28/15 7 - cash -
9/28/15
10/05/15
7
Eramet
100
694
36.923
37.442
36.405
-0.519
-1
25,281
-52
10/05/15 2/15/16 133 - cash -
2/15/16
2/29/16
14
Eramet
100
1,215
20.800
20.968
20.632
-0.168
-1
25,078
-19
2/29/16 12/24/18 1029 - cash -
12/24/18
12/31/18
7
Eramet
100
379
66.027
67.864
64.189
-1.838
-3
24,381
-77
12/31/18 3/16/20 441 - cash -
3/16/20
4/27/20
42
Eramet
100
1,111
21.936
30.930
12.942
-8.994
-41
14,388
-99
4/27/20 3/07/22 679 - cash -
3/07/22
3/21/22
14
Deckers Outdoor
100
66
217.433
259.260
175.605
-41.828
-19
11,628
-100
3/21/22 4/25/22 35 - cash -
4/25/22
6/06/22
42
Deckers Outdoor
100
43
266.886
266.843
266.929
0.043
0
11,629
0
6/06/22 6/20/22 14 - cash -
6/20/22
6/27/22
7
Oatly
100
3,052
3.809
3.780
3.838
0.029
1
11,718
49
6/27/22 7/04/22 7 - cash -
7/04/22
7/18/22
14
Oatly
100
3,078
3.806
3.552
4.078
0.272
7
12,555
504
7/18/22 10/17/22 91 - cash -
10/17/22
10/24/22
7
Oatly
100
5,629
2.230
2.013
2.470
0.240
11
13,905
20,456
10/24/22 12/26/22 63 - cash -
12/26/22
1/09/23
14
Oatly
100
10,510
1.323
2.188
0.458
-0.865
-65
4,814
-100
1/09/23 10/23/23 287 - cash -
10/23/23
11/06/23
14
Oatly
100
10,667
0.451
0.561
0.342
-0.110
-24
3,644
-100
11/06/23 2/02/26 819 - cash -
accum 9/08/08
11/06/23 483
days out of 7336 invested (7%)
-64
3,644
-53
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total eBay short 9/08/08 2/16/09 161 11.05 6.02 20.30 9.25 83.67 83.67 Vestas Wind Systems 8/08/11 8/15/11 7 2.94 2.71 3.19 0.25 8.62 8.62 Interface 2/23/09 3/23/09 28 3.06 3.00 3.13 0.07 2.19 2.19 First Solar 11/14/11 11/28/11 14 40.90 44.44 37.35 -3.54 -8.66 -8.66 Deckers Outdoor 3/07/22 3/21/22 14 217.43 259.26 175.60 -41.83 -19.24 4/25/22 6/06/22 42 266.89 266.84 266.93 0.04 0.02 -19.22 Eramet 8/22/11 10/24/11 63 151.70 132.53 173.63 21.94 14.46 8/24/15 9/21/15 28 49.65 41.23 59.80 10.14 20.43 9/28/15 10/05/15 7 36.92 37.44 36.40 -0.52 -1.40 2/15/16 2/29/16 14 20.80 20.97 20.63 -0.17 -0.81 12/24/18 12/31/18 7 66.03 67.86 64.19 -1.84 -2.78 3/16/20 4/27/20 42 21.94 30.93 12.94 -8.99 -41.00 -22.68 Oatly 6/20/22 6/27/22 7 3.81 3.78 3.84 0.03 0.77 7/04/22 7/18/22 14 3.81 3.55 4.08 0.27 7.14 10/17/22 10/24/22 7 2.23 2.01 2.47 0.24 10.75 12/26/22 1/09/23 14 1.32 2.19 0.46 -0.86 -65.38 10/23/23 11/06/23 14 0.45 0.56 0.34 -0.11 -24.31 -68.67
Annotations
8/05/24 nx-25 Visa replaces L'Occitane 9/18/23 nx-25 Eramet replaces Boiron 8/25/22 Tesla Motors stock split 1:3 (three for one) 8/18/22 nx-25 Oatly Group replaces Beyond Meat 5/27/22 Tomra Systems stock split 1:2 (two for one) 5/31/21 nx-25 Canadian National Railway replaces Kansas City Southern due to upcoming merger 6/06/20 nx-25 Deckers Outdoor Corporation replaces Geox 2/07/20 nx-25 Beyond Meat replaces SunOpta 1/02/18 HealthSouth renames herself Encompass Health Corporation and gets new IDs and ticker 9/18/17 Umweltbank stock split 1:5 (five for one) 7/26/17 nx-25 LTC Properties and Sprouts Farmers Market replace EnerNOC (->Enel) and Whole Foods (-> Amazon) 6/01/17 nx-25 Intel replaces Ricoh due to national weight shifts in MSCI World 2/17/16 SOM Price Index The nx-25 index is published by Öko-Invest Verlag, Vienna. 1/25/16 nx-25 complete analysis nx-25 HealthSouth replaces Keurig Green Mountain (2015-12-31) HealthSouth recording started 8/17/15 nx-25 complete analysis nx-25 Gaiam replaced by eBay 7/20/15 eBay spin-off of PayPal ratio 2790 : 3839 3/14/15 nx-25 first complete analysis
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