Share-o-matic - Portfolio

Mon, 3rd Aug 2026, 5:55UTC

Assessment - NZX 50 Index - 11/01/16 - RS = 51

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	11/01/16	Δwk	19/01/15	prc diff	⇓ Δ51	⇓∅-RS
		NZX 50	12,281.200	12/08/24	0.31	6,102.830		5,633.270	469.560	8.34	4.65
	L	Mainfreight	72.600	12/08/24	-0.55	15.300		15.850	-0.550	-3.47	-1.20
		Gentrack	10.100	12/08/24	2.02	2.359		2.084	0.275	13.21	10.92
	L	a2 Milk	7.450	12/08/24	0.95	1.760		0.570	1.190	208.77	163.92
	S	Serko	3.650	12/08/24	0.27	0.900		1.130	-0.230	-20.35	-0.09
	L	Fisher & Paykel HC	32.790	12/08/24	0.89	8.300		5.900	2.400	40.68	17.22
		Infratil	10.570	12/08/24	-0.75	3.110		3.020	0.090	2.98	-0.84
	S	Skellerup	4.500	12/08/24	3.21	1.460		1.370	0.090	6.57	6.65
	S	Summerset	10.900	12/08/24	-0.73	3.940		3.180	0.760	23.90	9.14
	L	Meridian Energy (NS)	6.300	12/08/24	1.29	2.340		1.900	0.440	23.16	9.12
	S	Ebos	36.110	12/08/24	0.11	13.700		9.250	4.450	48.11	24.04
		Mercury	6.440	12/08/24	-2.13	2.770		3.270	-0.500	-15.29	-3.91
		Chorus	7.900	12/08/24	0.13	3.810		2.590	1.220	47.10	31.49
	S	Arvida	1.630	12/08/24	0.62	0.882		0.960	-0.078	-8.16	-0.12
	L	Contact Energy	8.380	12/08/24	0.84	4.670		6.670	-2.000	-29.99	-13.84
	S	Hallenstein Glasson	5.750	12/08/24	0.70	3.350		3.450	-0.100	-2.90	-2.37
	S	Goodman Property	2.030	12/08/24	-1.46	1.240		1.165	0.075	6.44	3.41
		Port of Tauranga	5.420	12/08/24	-0.91	3.630		3.520	0.110	3.13	4.01
	S	Freightways	8.950	12/08/24	1.24	6.090		6.000	0.090	1.50	2.80
		Turners Automotive	4.310	12/08/24	1.17	3.000		3.100	-0.100	-3.23	0.40
	L	Scales	3.350	12/08/24		2.360		1.460	0.900	61.64	30.89
	S	Property for Indust.	2.190	12/08/24	0.69	1.600		1.565	0.035	2.24	2.92
	S	Spark New Zealand	4.320	12/08/24		3.205		3.300	-0.095	-2.88	4.18
	S	Auckland Int Airport	7.430	12/08/24	0.68	5.600		4.360	1.240	28.44	14.84
		New Zealand Exchange	1.260	12/08/24	0.80	1.040		1.160	-0.120	-10.34	-2.51
		⇓instrument	freshest		⇓ Δday	11/01/16	Δwk	19/01/15	prc diff	⇓ Δ51	⇓∅-RS
	S	Genesis Energy	2.230	12/08/24	-1.11	1.860		2.100	-0.240	-11.43	-4.82
		Vector	3.670	12/08/24		3.140		2.910	0.230	7.90	-0.35
		ANZ Banking NZ	30.050	12/08/24	0.13	26.850		32.830	-5.980	-18.22	-18.94
	L	Vista	3.020	12/08/24	5.23	2.850		1.900	0.950	50.00	14.58
	S	Precinct Properties	1.250	12/08/24	0.81	1.220		1.235	-0.015	-1.21	3.42
	S	Vital Healthcare	1.890	12/08/24	-1.05	1.870		1.630	0.240	14.72	9.90
	S	Investore Property	1.160	12/08/24							-na-
	S	Oceania Healthcare	0.770	12/08/24							-na-
	S	Vulcan Steel	7.020	12/08/24	0.14						-na-
	S	Tourism	2.080	12/08/24	1.96	2.180		1.840	0.340	18.48	14.41
		Westpac Banking	30.520	12/08/24	0.07	32.180		34.650	-2.470	-7.13	-10.55
	S	Argosy Property	1.085	12/08/24	0.93	1.150		1.120	0.030	2.68	2.76
	S	Heartland	1.060	12/08/24	0.95	1.300		1.200	0.100	8.33	4.99
	L	Manawa Energy	4.160	12/08/24	2.46	5.325		5.468	-0.144	-2.63	0.07
		Stride Property	1.300	12/08/24		1.716		1.556	0.160	10.28	5.31
	L	Sanford	4.100	12/08/24	-0.49	5.590		4.900	0.690	14.08	10.54
	L	Fonterra Shs Fund	4.190	12/08/24	2.20	6.020		5.910	0.110	1.86	13.29
		Kiwi Property	0.900	12/08/24		1.355		1.255	0.100	7.97	3.38
	S	Ryman Healthcare	4.660	12/08/24	0.65	8.330		8.300	0.030	0.36	4.53
	S	Fletcher Building	3.120	12/08/24	0.65	6.880		8.080	-1.200	-14.85	-12.48
	S	Warehouse	1.190	12/08/24	-0.83	2.730		2.570	0.160	6.23	1.23
		Channel Infra	1.520	12/08/24	0.66	3.600		2.290	1.310	57.21	23.04
	S	Skycity Entertainm.	1.550	12/08/24	-0.64	4.200		3.890	0.310	7.97	2.45
	S	KMD Brands	0.410	12/08/24	2.50	1.520		1.970	-0.450	-22.84	-0.49
	S	Air New Zealand	0.555	12/08/24	0.91	2.985		2.580	0.405	15.70	10.50
		⇓instrument	freshest		⇓ Δday	11/01/16	Δwk	19/01/15	prc diff	⇓ Δ51	⇓∅-RS
	S	Sky Network Telev.	2.650	12/08/24	-1.85	41.400		59.300	-17.900	-30.19	-23.72
NZX 50 - 47 out of 50 instruments rated - 11/01/16 / 19/01/15 - 30 did rise, Market-Ratio(51) = 63.83 %
Stock Exchange Currency: NZD $ New Zealand dollar

Technical Chart

	NZX 50 RS = 51 - B/S = 60/55

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

Transactions NZX 50 Index * A51 - 60/55 (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		23/01/06	21		- cash -
short	23/01/06	20/03/06	56		a2 Milk	100	125,000	0.080	0.060	0.107	0.027	33	13,338	553
long	20/03/06	10/12/07	630		Mainfreight	100	2,977	4.480	7.090		2.610	58	21,107	30
short	10/12/07	5/10/09	665		Comvita	100	7,538	2.800	1.160	6.759	3.959	141	50,947	62
long	5/10/09	12/10/09	7		Restaurant Brands	100	41,760	1.220	1.340		0.120	10	55,959	13,222
short	12/10/09	19/10/09	7		Channel Infra	100	11,080	5.050	5.080	5.020	-0.030	-1	55,626	-27
long	19/10/09	30/11/09	42		Restaurant Brands	100	38,100	1.460	1.460		0.000	0	55,626	0
short	30/11/09	7/12/09	7		Channel Infra	100	12,361	4.500	4.150	4.880	0.380	8	60,317	6,715
long	7/12/09	19/07/10	224		Restaurant Brands	100	37,698	1.600	2.270		0.670	42	85,575	77
short	19/07/10	1/11/10	105		New Zealand Exchange	100	133,710	0.640	0.670	0.610	-0.030	-5	81,564	-15
long	1/11/10	8/11/10	7		Restaurant Brands	100	29,129	2.800	2.730		-0.070	-2	79,525	-73
short	8/11/10	31/01/11	84		Fisher & Paykel HC	100	27,234	2.920	3.180	2.660	-0.260	-9	72,444	-33
long	31/01/11	28/02/11	28		Xero	100	26,830	2.700	2.620		-0.080	-3	70,297	-32
short	28/02/11	25/04/11	56		Heartland	100	90,124	0.780	0.710	0.857	0.077	10	77,228	85
long	25/04/11	3/10/11	161		a2 Milk	100	551,627	0.140	0.210		0.070	50	115,842	151
short	3/10/11	17/10/11	14		Heartland	100	236,411	0.490	0.510	0.470	-0.020	-4	111,113	-66
long	17/10/11	31/10/11	14		a2 Milk	100	462,972	0.240	0.240		0.000	0	111,113	0
short	31/10/11	5/03/12	126		Heartland	100	213,679	0.520	0.440	0.615	0.095	18	131,306	62
long	5/03/12	21/05/12	77		a2 Milk	100	354,881	0.370	0.450		0.080	22	159,697	153
short	21/05/12	30/07/12	70		KMD Brands	100	99,190	1.610	1.510	1.717	0.107	7	170,270	40
long	30/07/12	20/01/14	539		Xero	100	31,826	5.350	42.350		37.000	692	1,347,832	306
short	20/01/14	2/06/14	133		Chorus	100	880,936	1.530	1.710	1.350	-0.180	-12	1,189,264	-29
long	2/06/14	21/07/14	49		Tourism	100	1,061,842	1.120	1.180		0.060	5	1,252,974	48
short	21/07/14	28/07/14	7		a2 Milk	100	2,054,056	0.610	0.630	0.590	-0.020	-3	1,211,893	-82
long	28/07/14	22/02/16	574		Tourism	100	1,035,806	1.170	2.540		1.370	117	2,630,947	64
short	22/02/16	29/02/16	7		ANZ Banking NZ	100	104,402	25.200	24.220	26.220	1.020	4	2,737,406	691
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	29/02/16	22/05/17	448		a2 Milk	100	1,555,344	1.760	3.490		1.730	98	5,428,151	75
short	22/05/17	12/06/17	21		Comvita	100	965,863	5.620	5.200	6.074	0.454	8	5,866,556	286
long	12/06/17	17/07/17	35		a2 Milk	100	1,705,394	3.440	4.030		0.590	17	6,872,739	421
short	17/07/17	2/10/17	77		Comvita	100	1,137,870	6.040	7.500	4.580	-1.460	-24	5,211,449	-73
long	2/10/17	5/03/18	154		a2 Milk	100	781,326	6.670	12.820		6.150	92	10,016,604	370
short	5/03/18	12/03/18	7		Metro Perf Glass	100	12,068,197	0.830	0.800	0.861	0.031	4	10,391,925	581
long	12/03/18	16/04/18	35		a2 Milk	100	748,158	13.890	12.470		-1.420	-10	9,329,540	-68
short	16/04/18	21/05/18	35		Tegel	100	11,377,488	0.820	1.130	0.510	-0.310	-38	5,802,519	-99
long	21/05/18	16/07/18	56		a2 Milk	100	525,590	11.040	11.290		0.250	2	5,933,916	16
short	16/07/18	20/08/18	35		Comvita	100	993,955	5.970	5.700	6.253	0.283	5	6,215,007	62
long	20/08/18	10/12/18	112		Xero	100	130,924	47.470	37.200		-10.270	-22	4,870,417	-55
short	10/12/18	28/01/19	49		Metro Perf Glass	100	9,189,466	0.530	0.510	0.551	0.021	4	5,061,558	33
long	28/01/19	16/03/20	413		Vista	100	1,240,578	4.080	1.740		-2.340	-57	2,158,606	-53
short	16/03/20	26/10/20	224		Sky Network Telev.	100	707,739	3.050	1.550	6.002	2.952	97	4,247,568	201
long	26/10/20	2/11/20	7		Pushpay	100	1,826,911	2.325	2.200		-0.125	-5	4,019,204	-94
short	2/11/20	9/11/20	7		Channel Infra	100	7,442,971	0.540	0.540	0.540	0.000	0	4,019,204	0
long	9/11/20	14/12/20	35		Metro Perf Glass	100	10,862,714	0.370	0.415		0.045	12	4,508,026	231
short	14/12/20	25/01/21	42		Channel Infra	100	7,640,722	0.590	0.510	0.683	0.093	16	5,214,793	255
long	25/01/21	8/02/21	14		Metro Perf Glass	100	13,036,983	0.400	0.420		0.020	5	5,475,533	257
short	8/02/21	22/02/21	14		a2 Milk	100	494,628	11.070	11.340	10.800	-0.270	-2	5,341,983	-47
long	22/02/21	22/11/21	273		Skellerup	100	1,174,062	4.550	5.950		1.400	31	6,985,670	43
short	22/11/21	29/05/23	553		Pushpay	100	4,885,084	1.430	1.410	1.450	0.020	1	7,084,837	1
29/05/23		3/08/26	1162		- cash -
accum	23/01/06	29/05/23	6335	days out of 7518 invested (84%)							70,748		7,084,837	46

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
a2 Milk	short	23/01/06	20/03/06	56	0.08	0.06	0.11	0.03	33.38
	long	25/04/11	3/10/11	161	0.14	0.21		0.07	50.00
	long	17/10/11	31/10/11	14	0.24	0.24		0.00	0.00
	long	5/03/12	21/05/12	77	0.37	0.45		0.08	21.62
	short	21/07/14	28/07/14	7	0.61	0.63	0.59	-0.02	-3.28
	long	29/02/16	22/05/17	448	1.76	3.49		1.73	98.30
	long	12/06/17	17/07/17	35	3.44	4.03		0.59	17.15
	long	2/10/17	5/03/18	154	6.67	12.82		6.15	92.20
	long	12/03/18	16/04/18	35	13.89	12.47		-1.42	-10.22
	long	21/05/18	16/07/18	56	11.04	11.29		0.25	2.26
	short	8/02/21	22/02/21	14	11.07	11.34	10.80	-0.27	-2.44	841.21
Xero	long	31/01/11	28/02/11	28	2.70	2.62		-0.08	-2.96
	long	30/07/12	20/01/14	539	5.35	42.35		37.00	691.59	668.13
Tourism	long	2/06/14	21/07/14	49	1.12	1.18		0.06	5.36
	long	28/07/14	22/02/16	574	1.17	2.54		1.37	117.09	128.72
Comvita	short	10/12/07	5/10/09	665	2.80	1.16	6.76	3.96	141.38
	short	22/05/17	12/06/17	21	5.62	5.20	6.07	0.45	8.08
	short	17/07/17	2/10/17	77	6.04	7.50	4.58	-1.46	-24.17
	short	16/07/18	20/08/18	35	5.97	5.70	6.25	0.28	4.74	107.19
Sky Network Telev.	short	16/03/20	26/10/20	224	3.05	1.55	6.00	2.95	96.77	96.77
Mainfreight	long	20/03/06	10/12/07	630	4.48	7.09		2.61	58.26	58.26
Restaurant Brands	long	5/10/09	12/10/09	7	1.22	1.34		0.12	9.84
	long	19/10/09	30/11/09	42	1.46	1.46		0.00	0.00
	long	7/12/09	19/07/10	224	1.60	2.27		0.67	41.88
	long	1/11/10	8/11/10	7	2.80	2.73		-0.07	-2.50	51.93
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Skellerup	long	22/02/21	22/11/21	273	4.55	5.95		1.40	30.77	30.77
Metro Perf Glass	short	5/03/18	12/03/18	7	0.83	0.80	0.86	0.03	3.75
	short	10/12/18	28/01/19	49	0.53	0.51	0.55	0.02	3.92
	long	9/11/20	14/12/20	35	0.37	0.42		0.05	12.16
	long	25/01/21	8/02/21	14	0.40	0.42		0.02	5.00	26.98
Channel Infra	short	12/10/09	19/10/09	7	5.05	5.08	5.02	-0.03	-0.59
	short	30/11/09	7/12/09	7	4.50	4.15	4.88	0.38	8.43
	short	2/11/20	9/11/20	7	0.54	0.54	0.54	0.00	0.00
	short	14/12/20	25/01/21	42	0.59	0.51	0.68	0.09	15.68	24.69
Heartland	short	28/02/11	25/04/11	56	0.78	0.71	0.86	0.08	9.86
	short	3/10/11	17/10/11	14	0.49	0.51	0.47	-0.02	-4.08
	short	31/10/11	5/03/12	126	0.52	0.44	0.61	0.09	18.17	24.52
KMD Brands	short	21/05/12	30/07/12	70	1.61	1.51	1.72	0.11	6.62	6.62
ANZ Banking NZ	short	22/02/16	29/02/16	7	25.20	24.22	26.22	1.02	4.05	4.05
Pushpay	long	26/10/20	2/11/20	7	2.33	2.20		-0.13	-5.38
	short	22/11/21	29/05/23	553	1.43	1.41	1.45	0.02	1.42	-4.03
New Zealand Exchange	short	19/07/10	1/11/10	105	0.64	0.67	0.61	-0.03	-4.69	-4.69
Fisher & Paykel HC	short	8/11/10	31/01/11	84	2.92	3.18	2.66	-0.26	-8.90	-8.90
Chorus	short	20/01/14	2/06/14	133	1.53	1.71	1.35	-0.18	-11.76	-11.76
Xero	long	20/08/18	10/12/18	112	47.47	37.20		-10.27	-21.63	-21.63
Tegel	short	16/04/18	21/05/18	35	0.82	1.13	0.51	-0.31	-37.80	-37.80
Vista	long	28/01/19	16/03/20	413	4.08	1.74		-2.34	-57.35	-57.35

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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