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Assessment - STOXX Europe 50 in Pound sterling - 6/01/20 - RS = 22

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/01/20	Δwk	12/30/19	prc diff	⇓ Δ22	⇓∅-RS
		Stoxx 50	3,878.172	8/12/24	-0.16	2,606.644		2,909.255	-302.611	-10.40	-4.74
		Novo Nordisk	106.913	8/12/24	-2.80	26.118		22.116	4.002	18.10	19.03
		Hermes International	1,790.796	8/12/24	-0.50	665.969		573.608	92.362	16.10	17.96
		ASML	700.428	8/12/24	0.08	261.478		224.674	36.803	16.38	29.71
		Glencore	410.250	8/12/24	1.27	156.960		237.350	-80.390	-33.87	-23.49
		ING Groep	13.598	8/12/24	0.21	5.322		9.144	-3.822	-41.79	-25.47
		UBS	20.742	8/12/24	0.44	8.597		9.625	-1.028	-10.68	-2.84
	L	ABB	37.988	8/12/24	0.55	15.768		18.401	-2.633	-14.31	-0.59
		Schneider Electric	188.587	8/12/24	0.38	80.077		78.230	1.847	2.36	10.85
	L	Richemont	107.010	8/12/24	1.22	46.643		59.887	-13.243	-22.11	-17.14
		Airbus	119.410	8/12/24	-0.45	53.063		111.098	-58.035	-52.24	-39.44
		Shell	29.482	8/12/24	0.93	13.107		22.472	-9.365	-41.67	-32.94
		Safran	171.581	8/12/24	-0.18	78.827		117.166	-38.338	-32.72	-22.61
	L	Münchener Rück	392.083	8/12/24	1.01	182.651		224.760	-42.109	-18.74	-8.06
		Banco Santander	3.650	8/12/24	-0.24	1.850		3.198	-1.348	-42.15	-33.31
		Axa	28.879	8/12/24	-0.77	14.730		21.446	-6.716	-31.32	-19.66
		RELX	3,531.000	8/12/24	0.57	1,898.500		1,907.000	-8.500	-0.45	1.48
		TotalEnergies	55.099	8/12/24	0.60	30.839		42.034	-11.194	-26.63	-16.32
		BNP Paribas	52.894	8/12/24		29.893		45.063	-15.170	-33.66	-14.90
		EssilorLuxottica	185.061	8/12/24	-0.58	105.162		115.286	-10.123	-8.78	-2.22
	L	Deutsche Telekom	22.077	8/12/24	0.49	12.654		12.452	0.203	1.63	-0.22
	S	Mercedes-Benz	51.314	8/12/24	-0.57	29.799		42.192	-12.393	-29.37	-16.24
	L	HSBC	643.900	8/12/24	0.22	380.400		596.300	-215.900	-36.21	-30.96
	S	LVMH	566.966	8/12/24	-0.14	338.252		354.317	-16.066	-4.53	3.70
		SAP	168.992	8/12/24	-0.33	101.324		102.825	-1.502	-1.46	2.19
		⇓instrument	freshest		⇓ Δday	6/01/20	Δwk	12/30/19	prc diff	⇓ Δ22	⇓∅-RS
		Siemens	140.336	8/12/24	0.01	87.960		99.595	-11.635	-11.68	3.11
		Allianz	228.447	8/12/24		145.353		186.645	-41.292	-22.12	-15.65
	L	Zurich Insurance	387.889	8/12/24	0.85	258.342		312.660	-54.318	-17.37	-9.98
	L	AstraZeneca	12,780.000	8/12/24	0.63	8,704.000		7,654.000	1,050.000	13.72	20.86
		L´Oreal	336.243	8/12/24	-1.59	231.036		224.931	6.105	2.71	5.67
		BP	439.600	8/12/24	1.35	311.000		478.500	-167.500	-35.01	-28.68
	S	Air Liquide	144.888	8/12/24	-0.79	109.224		107.637	1.587	1.47	2.70
		Deutsche Post	32.174	8/12/24	-0.36	24.978		29.065	-4.087	-14.06	-2.54
		Anheuser-Busch InBev	49.278	8/12/24	-0.47	39.181		63.010	-23.828	-37.82	-28.94
	L	Iberdrola	10.806	8/12/24	0.29	8.659		7.934	0.725	9.14	8.33
	S	Vinci	91.638	8/12/24	-0.77	74.953		84.588	-9.636	-11.39	-5.00
	L	Novartis	80.750	8/12/24	0.16	69.306		72.358	-3.053	-4.22	-1.58
		Rio Tinto	4,942.000	8/12/24	0.56	4,377.000		4,507.000	-130.000	-2.88	5.65
	L	Unilever Plc	4,714.000	8/12/24	-0.34	4,316.000		4,373.000	-57.000	-1.30	-5.14
		Sanofi	85.407	8/12/24	-0.60	79.175		76.700	2.475	3.23	9.28
	S	National Grid	978.400	8/12/24	-0.04	929.200		953.500	-24.300	-2.55	3.71
	L	Prosus	29.326	8/12/24	1.77	31.156		26.356	4.800	18.21	-na-
		GSK	1,572.000	8/12/24	0.42	1,674.030		1,811.230	-137.200	-7.57	-0.10
		Enel	5.747	8/12/24	0.44	6.247		6.044	0.204	3.37	7.53
	L	BAT	2,801.000	8/12/24		3,224.000		3,256.500	-32.500	-1.00	8.19
	S	Diageo	2,451.500	8/12/24	1.03	2,851.000		3,205.000	-354.000	-11.05	-7.21
	L	Nestlé	73.989	8/12/24	-0.40	86.693		82.500	4.193	5.08	3.02
	S	BASF	36.851	8/12/24	-0.22	43.426		57.557	-14.131	-24.55	-14.12
	L	Roche	231.882	8/12/24	0.25	277.707		247.231	30.476	12.33	15.19
		Reckitt Benckiser	4,180.000	8/12/24		7,086.000		6,180.000	906.000	14.66	13.95
		⇓instrument	freshest		⇓ Δday	6/01/20	Δwk	12/30/19	prc diff	⇓ Δ22	⇓∅-RS
	L	Bayer	23.175	8/12/24	-0.04	54.206		62.223	-8.017	-12.88	-2.01
Europe 50 - 50 out of 50 instruments rated - 6/01/20 / 12/30/19 - 15 did rise, Market-Ratio(22) in GBP = 30.00 %

Technical Chart

	Europe 50 RS = 22 - B/S = 28/27

1/03/22	scale up chart	7/01/24

Transactions STOXX Europe 50 in Pound sterling * A22 - 28/27 (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		6/12/06	161		- cash -
short	6/12/06	6/26/06	14		Vodafone	100	8,510	1.175	1.153	1.198	0.023	2	10,195	65
long	6/26/06	1/21/08	574		ABB	100	1,517	6.717	11.078		4.361	65	16,811	37
short	1/21/08	4/21/08	91		UBS	100	896	18.759	17.667	19.918	1.160	6	17,850	27
long	4/21/08	4/28/08	7		Rio Tinto	100	346	51.524	51.433		-0.091	0	17,819	-9
short	4/28/08	6/23/08	56		UBS	100	1,007	17.692	10.780	29.038	11.346	64	29,244	2,427
long	6/23/08	6/30/08	7		Rio Tinto	100	592	49.352	49.641		0.289	1	29,415	36
short	6/30/08	8/11/08	42		UBS	100	2,787	10.551	11.150	9.952	-0.599	-6	27,746	-40
long	8/11/08	9/08/08	28		AstraZeneca	100	1,075	25.810	26.090		0.280	1	28,047	15
short	9/08/08	3/30/09	203		UBS	100	2,285	12.274	6.191	24.334	12.060	98	55,605	242
long	3/30/09	4/06/09	7		AstraZeneca	100	2,364	23.520	23.750		0.230	1	56,149	66
short	4/06/09	4/13/09	7		Lloyds Bank	100	70,450	0.797	0.879	0.715	-0.082	-10	50,372	-100
long	4/13/09	8/30/10	504		Deutsche Bank	100	1,865	27.002	31.697		4.695	17	59,128	12
short	8/30/10	9/06/10	7		BP	100	15,535	3.806	4.065	3.547	-0.259	-7	55,105	-97
long	9/06/10	8/08/11	336		Novo Nordisk	100	9,704	5.678	6.675		0.996	18	64,774	19
short	8/08/11	12/19/11	133		Lloyds Bank	100	197,421	0.328	0.235	0.459	0.131	40	90,577	151
long	12/19/11	10/20/14	1036		Roche	100	832	108.834	176.233		67.398	62	146,652	19
short	10/20/14	11/10/14	21		Deutsche Bank	100	8,596	17.059	16.908	17.213	0.153	1	147,969	17
long	11/10/14	8/24/15	287		Novartis	100	3,047	48.548	50.842		2.293	5	154,957	6
short	8/24/15	10/26/15	63		Rio Tinto	100	7,192	21.545	24.875	18.215	-3.330	-15	131,008	-62
long	10/26/15	12/14/15	49		SAP	100	2,593	50.508	50.391		-0.116	0	130,706	-2
short	12/14/15	12/28/15	14		Rio Tinto	100	7,072	18.480	20.065	16.895	-1.585	-9	119,497	-90
long	12/28/15	1/04/16	7		SAP	100	2,224	53.712	51.940		-1.773	-3	115,555	-83
short	1/04/16	1/25/16	21		Rio Tinto	100	6,073	19.025	16.090	22.495	3.470	18	136,631	1,740
long	1/25/16	3/28/16	63		SAP	100	2,468	55.353	55.616		0.263	0	137,281	3
short	3/28/16	4/18/16	21		Credit Suisse	100	13,663	10.047	10.559	9.535	-0.512	-5	130,286	-60
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	4/18/16	4/25/16	7		BAT	100	3,043	42.805	41.625		-1.180	-3	126,696	-77
short	4/25/16	5/16/16	21		Credit Suisse	100	12,135	10.440	9.510	11.460	1.020	10	139,079	406
long	5/16/16	3/05/18	658		BAT	100	3,303	42.097	42.210		0.113	0	139,452	0
short	3/05/18	4/23/18	49		Imperial Brands	100	5,404	25.805	23.955	27.798	1.993	8	150,222	74
long	4/23/18	10/15/18	175		LVMH	100	609	246.313	229.373		-16.939	-7	139,906	-14
short	10/15/18	11/12/18	28		Intesa Sanpaolo	100	77,815	1.798	1.715	1.885	0.087	5	146,698	86
long	11/12/18	12/10/18	28		AstraZeneca	100	2,346	62.510	60.070		-2.440	-4	140,974	-40
short	12/10/18	2/11/19	63		Bayer	100	2,563	54.994	59.628	50.360	-4.634	-8	129,097	-40
long	2/11/19	3/02/20	385		Roche	100	614	210.053	257.314		47.261	22	158,115	21
short	3/02/20	6/22/20	112		Anheuser-Busch InBev	100	3,480	45.423	40.607	50.809	5.387	12	176,861	44
long	6/22/20	6/29/20	7		ASML	100	606	291.385	294.549		3.164	1	178,778	76
short	6/29/20	7/27/20	28		Airbus	100	3,086	57.913	56.558	59.301	1.388	2	183,061	36
long	7/27/20	6/20/22	693		ASML	100	618	295.896	392.595		96.699	33	242,821	16
short	6/20/22	6/27/22	7		Adyen	100	228	1,063.462	1,224.208	902.716	-160.746	-15	206,171	-100
long	6/27/22	7/11/22	14		BAT	100	5,772	35.715	33.890		-1.825	-5	195,637	-75
short	7/11/22	7/25/22	14		Adidas	100	1,416	138.099	149.283	126.916	-11.183	-8	179,802	-89
long	7/25/22	9/05/22	42		Novo Nordisk	100	3,771	47.673	45.389		-2.284	-5	171,188	-35
short	9/05/22	11/07/22	63		Adidas	100	1,367	125.213	100.036	156.727	31.514	25	214,268	267
long	11/07/22	10/23/23	350		BP	100	42,699	5.018	5.322		0.304	6	227,248	6
short	10/23/23	10/30/23	7		Adyen	100	382	594.694	552.596	639.999	45.305	8	244,555	4,498
long	10/30/23	8/12/24	287		Novo Nordisk	100	3,085	79.261	101.590		22.329	28	313,440	37
accum	6/12/06	8/12/24	7284	days out of 7445 invested (98%)							3,034		313,440	19

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
UBS	short	1/21/08	4/21/08	91	18.76	17.67	19.92	1.16	6.18
	short	4/28/08	6/23/08	56	17.69	10.78	29.04	11.35	64.13
	short	6/30/08	8/11/08	42	10.55	11.15	9.95	-0.60	-5.68
	short	9/08/08	3/30/09	203	12.27	6.19	24.33	12.06	98.26	225.91
Roche	long	12/19/11	10/20/14	1036	108.83	176.23		67.40	61.93
	long	2/11/19	3/02/20	385	210.05	257.31		47.26	22.50	98.36
ABB	long	6/26/06	1/21/08	574	6.72	11.08		4.36	64.93	64.93
Novo Nordisk	long	9/06/10	8/08/11	336	5.68	6.67		1.00	17.55
	long	7/25/22	9/05/22	42	47.67	45.39		-2.28	-4.79
	long	10/30/23	8/12/24	287	79.26	101.59		22.33	28.17	43.44
ASML	long	6/22/20	6/29/20	7	291.39	294.55		3.16	1.09
	long	7/27/20	6/20/22	693	295.90	392.59		96.70	32.68	34.12
Lloyds Bank	short	4/06/09	4/13/09	7	0.80	0.88	0.72	-0.08	-10.29
	short	8/08/11	12/19/11	133	0.33	0.23	0.46	0.13	39.84	25.45
Deutsche Bank	long	4/13/09	8/30/10	504	27.00	31.70		4.69	17.39
	short	10/20/14	11/10/14	21	17.06	16.91	17.21	0.15	0.90	18.44
Adidas	short	7/11/22	7/25/22	14	138.10	149.28	126.92	-11.18	-8.10
	short	9/05/22	11/07/22	63	125.21	100.04	156.73	31.51	25.17	15.03
Anheuser-Busch InBev	short	3/02/20	6/22/20	112	45.42	40.61	50.81	5.39	11.86	11.86
Imperial Brands	short	3/05/18	4/23/18	49	25.81	23.96	27.80	1.99	7.72	7.72
Intesa Sanpaolo	short	10/15/18	11/12/18	28	1.80	1.71	1.89	0.09	4.86	4.86
Novartis	long	11/10/14	8/24/15	287	48.55	50.84		2.29	4.72	4.72
Credit Suisse	short	3/28/16	4/18/16	21	10.05	10.56	9.54	-0.51	-5.10
	short	4/25/16	5/16/16	21	10.44	9.51	11.46	1.02	9.77	4.18
Airbus	short	6/29/20	7/27/20	28	57.91	56.56	59.30	1.39	2.40	2.40
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Vodafone	short	6/12/06	6/26/06	14	1.18	1.15	1.20	0.02	1.95	1.95
BP	short	8/30/10	9/06/10	7	3.81	4.07	3.55	-0.26	-6.81
	long	11/07/22	10/23/23	350	5.02	5.32		0.30	6.06	-1.16
AstraZeneca	long	8/11/08	9/08/08	28	25.81	26.09		0.28	1.08
	long	3/30/09	4/06/09	7	23.52	23.75		0.23	0.98
	long	11/12/18	12/10/18	28	62.51	60.07		-2.44	-3.90	-1.91
SAP	long	10/26/15	12/14/15	49	50.51	50.39		-0.12	-0.23
	long	12/28/15	1/04/16	7	53.71	51.94		-1.77	-3.30
	long	1/25/16	3/28/16	63	55.35	55.62		0.26	0.48	-3.06
LVMH	long	4/23/18	10/15/18	175	246.31	229.37		-16.94	-6.88	-6.88
BAT	long	4/18/16	4/25/16	7	42.81	41.63		-1.18	-2.76
	long	5/16/16	3/05/18	658	42.10	42.21		0.11	0.27
	long	6/27/22	7/11/22	14	35.72	33.89		-1.83	-5.11	-7.48
Rio Tinto	long	4/21/08	4/28/08	7	51.52	51.43		-0.09	-0.18
	long	6/23/08	6/30/08	7	49.35	49.64		0.29	0.59
	short	8/24/15	10/26/15	63	21.55	24.88	18.22	-3.33	-15.46
	short	12/14/15	12/28/15	14	18.48	20.07	16.90	-1.59	-8.58
	short	1/04/16	1/25/16	21	19.03	16.09	22.50	3.47	18.24	-8.23
Bayer	short	12/10/18	2/11/19	63	54.99	59.63	50.36	-4.63	-8.43	-8.43
Adyen	short	6/20/22	6/27/22	7	1,063.46	1,224.21	902.72	-160.75	-15.12
	short	10/23/23	10/30/23	7	594.69	552.60	640.00	45.30	7.62	-8.65

Annotations

2/19/24	Stoxx 50	Component update: Glencore, ING and Munich Re replace Adidas, Adyen and Kering
9/14/23	Prosus	stock split 1:2.1796 (two-point-onesevenninesix for one)
9/13/23	Novo Nordisk	stock split 1:2 (two for one)
7/18/22	GlaxoSmithKline	demergers OTC business -> Haleon
9/24/18	Europe 50	Safran replaces Imperial Brands
5/31/17	Europe 50	Glencore replaces Syngenta (acquired by ChemChina)
10/04/16	AB InBev	acquisition of SAB Miller completed
9/19/16	Europe 50	Syngenta replaces Richemont
8/08/16	Europe 50	ASML and Vinci replace Credit Suisse and Deutsche Bank
9/21/15	Europe 50	Imperial Tobacco and Intesa Sanpaolo replace BHP Biliton and Glencore
9/14/15	Europe 50	complete analysis ex BHP Biliton, Glencore - in Imperial Tobacco, Intesa Sanpaolo
9/05/15	Europe 50	complete analysis
7/09/15	Europe 50	market adjustment to index: Novo Nordisk replaces Standard Chartered
9/22/14	Europe 50	BT Group and Prudential replace Ericsson and Tesco.


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