Share-o-matic - Portfolio

Tue, Apr 23rd, 2024, 16:50UTC

Assessment - Indices - 8/03/20 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	8/03/20	⇓ Δwk	3/09/20	prc diff	⇓ Δ21	Curr	∅-RS
		Merval	1,268,380.000	Mon	6.66	52,504.200		30,379.900	22,124.300	72.83	ARS	51.69
		NASDAQ-100	17,210.900	Mon	1.02	11,055.100		7,948.030	3,107.070	39.09	USD	28.92
		OMXC 20	2,674.130	15:05	1.46	1,305.030		1,085.600	219.430	20.21	DKK	16.66
	L	SSE 50 ew	1,842.590	07:00	-1.01	2,689.550		2,356.010	333.540	14.16	CNY	15.64
		DJ Global Titans	593.920	07:14	0.84	392.610		316.770	75.840	23.94	USD	13.67
		Kospi 50	2,454.920	09:05	-0.44	2,093.440		1,820.620	272.820	14.99	KRW	12.64
		S&P 100	2,370.610	Mon	0.93	1,519.440		1,237.510	281.930	22.78	USD	12.27
		S&P Global 100	3,484.890	07:14	1.16	2,262.020		1,880.110	381.910	20.31	USD	10.93
		S&P 500	5,010.600	Mon	0.87	3,294.610		2,746.560	548.050	19.95	USD	9.74
	L	SDAX	14,259.700	16:00	1.47	11,967.000		10,302.400	1,664.600	16.16	EUR	6.94
		NZX 50	11,803.300	05:59	-0.42	11,666.100		11,091.800	574.300	5.18	NZD	6.69
	L	OMXH 25	4,496.090	15:35	0.19	4,145.960		3,595.940	550.020	15.30	EUR	6.20
	L	OMXS30	2,546.330	15:35	1.39	1,746.320		1,542.440	203.880	13.22	SEK	6.07
		DAX	18,137.700	15:30	1.55	12,647.000		10,625.000	2,022.000	19.03	EUR	5.42
		CDAX	1,538.300	Mon	0.72	1,181.900		999.570	182.330	18.24	EUR	5.35
		TecDAX	3,216.950	Mon	0.93	3,056.430		2,636.500	419.930	15.93	EUR	5.18
	L	MDAX	26,625.000	15:30	1.28	26,670.800		23,091.700	3,579.100	15.50	EUR	4.82
		SLI® PR	1,869.620	15:30	1.24	1,556.340		1,384.590	171.750	12.40	CHF	3.12
		Nikkei 225	37,552.200	06:15	0.30	22,195.400		19,698.800	2,496.600	12.67	JPY	2.80
		DJIA	38,240.000	Mon	0.67	26,664.400		23,851.000	2,813.400	11.80	USD	2.37
		SMI® PR	11,327.800	Mon	0.28	10,229.700		9,196.600	1,033.100	11.23	CHF	2.19
		BSE Sensex	73,738.500	10:00	0.12	36,939.600		35,634.900	1,304.700	3.66	INR	2.02
	L	TSX 60	1,313.410	Mon	0.45	968.670		863.330	105.340	12.20	CAD	1.81
	L	ISEQ-Overall	9,962.420	Mon	0.32	6,220.970		5,864.700	356.270	6.07	EUR	1.31
		AEX	866.510	Mon	0.76	557.730		490.660	67.070	13.67	EUR	0.44
		⇓instrument	freshest		⇓ Δday	8/03/20	⇓ Δwk	3/09/20	prc diff	⇓ Δ21	Curr	∅-RS
		Euro Stoxx 50	4,936.850	Mon	0.38	3,248.280		2,959.070	289.210	9.77	EUR	-2.21
		Stoxx 50	4,364.600	Mon	0.59	2,972.450		2,788.650	183.800	6.59	EUR	-3.79
	L	OBX Price	593.410	15:29	-0.05	411.820		372.070	39.750	10.68	NOK	-3.91
	L	CAC Mid 60	14,519.000	Mon	0.32	11,687.800		11,085.800	602.000	5.43	EUR	-4.22
	L	HSI	16,828.900	08:09	1.92	24,458.100		25,040.500	-582.400	-2.33	HKD	-4.83
	L	BEL 20	3,890.710	16:05	0.71	3,322.990		3,174.810	148.180	4.67	EUR	-4.87
	L	MIB 40	34,363.800	15:35	1.89	19,379.800		18,475.900	903.900	4.89	EUR	-5.62
		ASX 50	7,527.900	06:48	0.41	5,778.000		5,738.700	39.300	0.68	AUD	-5.92
		CAC Next 20	17,589.800	Mon	1.06	15,463.200		15,870.900	-407.700	-2.57	EUR	-6.12
		IPC	56,551.900	Mon	1.23	37,546.700		38,730.600	-1,183.900	-3.06	MXN	-6.38
	L	CAC 40	8,040.360	Mon	0.22	4,875.930		4,707.910	168.020	3.57	EUR	-6.58
		PSI 20	6,515.470	Mon	3.50	4,347.850		4,266.880	80.970	1.90	EUR	-7.45
	L	FTSE	8,023.870	Mon	1.62	6,032.850		5,965.770	67.080	1.12	GBP	-9.60
	L	STI	3,272.720	09:20	1.47	2,484.910		2,782.370	-297.460	-10.69	SGD	-14.18
	L	IBEX 35	11,075.400	15:35	1.70	6,975.000		7,708.700	-733.700	-9.52	EUR	-14.96
	L	ATX	3,580.870	15:41	0.75	2,155.100		2,379.930	-224.830	-9.45	EUR	-18.13
		Athex Large Cap	3,531.110	14:19	2.19	1,479.090		1,531.910	-52.820	-3.45	EUR	-18.90
Indices - 42 out of 42 instruments rated - 8/03/20 / 3/09/20 - 35 did rise, Market-Ratio(21) = 83.33 %

Technical Chart

	Indices RS = 21 - B/S = 73/57

1/06/20	scale up chart	4/22/24

Transactions Indices * A21 - 73/57 (1)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		6/05/06	154		- cash -
short	6/05/06	10/09/06	126		NASDAQ-100	100	6	USD	1,577.500	1,691.080	1,463.920	-113.580	-7	9,319	-19
long	10/09/06	8/20/07	315		SSE 50 ew	100	8	CNY	1,149.580	4,104.660		2,955.080	257	32,959	337
short	8/20/07	4/27/09	616		ISEQ-Overall	100	3	EUR	8,327.390	2,622.050	26,447.026	18,119.636	218	87,318	98
long	4/27/09	2/08/10	287		SSE 50 ew	100	46	CNY	1,895.700	2,284.390		388.690	21	105,198	27
short	2/08/10	3/22/10	42		Athex Large Cap	100	11	EUR	8,951.600	9,909.400	7,993.800	-957.800	-11	94,662	-63
long	3/22/10	5/03/10	42		Merval	100	39	ARS	2,402.450	2,160.200		-242.250	-10	85,214	-60
short	5/03/10	10/11/10	161		Athex Large Cap	100	9	EUR	9,117.600	7,569.600	10,982.169	1,864.569	20	101,995	52
long	10/11/10	5/23/11	224		SDAX	100	22	EUR	4,578.700	5,383.620		804.920	18	119,704	30
short	5/23/11	1/16/12	238		Athex Large Cap	100	21	EUR	5,689.400	2,507.600	12,908.467	7,219.067	127	271,304	251
long	1/16/12	5/21/12	126		ISEQ-Overall	100	90	EUR	3,005.690	3,087.810		82.120	3	278,695	8
short	5/21/12	9/10/12	112		Athex Large Cap	100	137	EUR	2,028.100	2,671.700	1,384.500	-643.600	-32	190,522	-71
long	9/10/12	6/17/13	280		OMXC 20	100	385	DKK	494.790	522.110		27.320	6	201,040	7
short	6/17/13	8/12/13	56		RTX	100	108	USD	1,859.890	1,850.700	1,869.126	9.236	0	202,037	3
long	8/12/13	8/04/14	357		Merval	100	55	ARS	3,668.830	8,321.410		4,652.580	127	457,929	131
short	8/04/14	8/18/14	14		PSI 20	100	78	EUR	5,854.360	5,654.350	6,061.445	207.085	4	474,082	148
long	8/18/14	10/06/14	49		Merval	100	54	ARS	8,670.140	10,925.500		2,255.360	26	595,871	460
short	10/06/14	2/23/15	140		PSI 20	100	107	EUR	5,537.710	5,494.440	5,581.321	43.611	1	600,538	2
long	2/23/15	7/27/15	154		SSE 50 ew	100	251	CNY	2,386.700	2,634.850		248.150	10	662,823	26
short	7/27/15	6/06/16	315		RTX	100	567	USD	1,168.610	1,254.320	1,082.900	-85.710	-7	614,226	-8
long	6/06/16	6/27/16	21		NZX 50	100	87	NZD	7,024.380	6,716.580		-307.800	-4	587,447	-54
short	6/27/16	7/04/16	7		Athex Large Cap	100	423	EUR	1,385.560	1,434.290	1,336.830	-48.730	-4	566,834	-85
long	7/04/16	2/12/18	588		Merval	100	37	ARS	15,229.300	30,143.400		14,914.100	98	1,118,656	53
short	2/12/18	7/09/18	147		IBEX 35	100	114	EUR	9,771.100	9,927.000	9,615.200	-155.900	-2	1,100,883	-4
long	7/09/18	7/23/18	14		NASDAQ-100	100	151	USD	7,276.000	7,371.780		95.780	1	1,115,346	41
short	7/23/18	7/30/18	7		SSE 50 ew	100	521	CNY	2,139.790	2,156.800	2,122.780	-17.010	-1	1,106,484	-34
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	7/30/18	9/10/18	42		TecDAX	100	379	EUR	2,912.240	2,908.990		-3.250	0	1,105,252	-1
short	9/10/18	3/11/19	182		SSE 50 ew	100	546	CNY	2,022.660	2,385.150	1,660.170	-362.490	-18	907,333	-33
long	3/11/19	8/05/19	147		Merval	100	26	ARS	33,834.900	40,873.400		7,038.500	21	1,090,334	60
short	8/05/19	10/07/19	63		IPC	100	27	MXN	39,496.400	42,952.300	36,040.500	-3,455.900	-9	997,024	-41
long	10/07/19	3/02/20	147		NZX 50	100	90	NZD	10,975.600	11,103.400		127.800	1	1,008,526	3
short	3/02/20	8/03/20	154		Athex Large Cap	100	553	EUR	1,823.290	1,479.090	2,247.589	424.299	23	1,243,164	64
long	8/03/20	11/02/20	91		Merval	100	23	ARS	52,504.200	47,467.600		-5,036.600	-10	1,127,322	-33
short	11/02/20	11/09/20	7		RTX	100	845	USD	1,333.900	1,576.970	1,090.830	-243.070	-18	921,928	-100
long	11/09/20	11/29/21	385		Merval	100	18	ARS	49,650.400	79,094.900		29,444.500	59	1,451,929	55
short	11/29/21	12/13/21	14		HSI	100	60	HKD	23,852.200	23,954.600	23,749.800	-102.400	0	1,445,785	-11
long	12/13/21	1/24/22	42		Merval	100	17	ARS	81,947.600	81,004.400		-943.200	-1	1,429,750	-10
short	1/24/22	11/14/22	294		SDAX	100	98	EUR	14,463.900	12,569.300	16,644.078	2,180.178	15	1,643,408	19
long	11/14/22	12/19/22	35		Merval	100	10	ARS	153,399.000	168,966.000		15,567.000	10	1,799,078	174
short	12/19/22	1/16/23	28		NASDAQ-100	100	162	USD	11,084.600	11,541.500	10,627.700	-456.900	-4	1,725,060	-42
long	1/16/23	6/26/23	161		Merval	100	6	ARS	250,556.000	432,406.000		181,850.000	73	2,816,160	245
short	6/26/23	7/24/23	28		OMXH 25	100	644	EUR	4,371.300	4,412.140	4,330.460	-40.840	-1	2,789,859	-12
long	7/24/23	8/28/23	35		Merval	100	5	ARS	466,663.000	665,524.000		198,861.000	43	3,784,164	3,952
short	8/28/23	12/04/23	98		OMXH 25	100	881	EUR	4,294.210	4,357.270	4,231.150	-63.060	-1	3,728,608	-5
long	12/04/23	4/22/24	140		Merval	100	4	ARS	845,384.000	1,268,380.000		422,996.000	50	5,420,592	188
accum	6/05/06	4/22/24	6532	days out of 6686 invested (98%)								54,106		5,420,592	42

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Merval	long	3/22/10	5/03/10	42	2,402.45	2,160.20		-242.25	-10.08
	long	8/12/13	8/04/14	357	3,668.83	8,321.41		4,652.58	126.81
	long	8/18/14	10/06/14	49	8,670.14	10,925.50		2,255.36	26.01
	long	7/04/16	2/12/18	588	15,229.30	30,143.40		14,914.10	97.93
	long	3/11/19	8/05/19	147	33,834.90	40,873.40		7,038.50	20.80
	long	8/03/20	11/02/20	91	52,504.20	47,467.60		-5,036.60	-9.59
	long	11/09/20	11/29/21	385	49,650.40	79,094.90		29,444.50	59.30
	long	12/13/21	1/24/22	42	81,947.60	81,004.40		-943.20	-1.15
	long	11/14/22	12/19/22	35	153,399.00	168,966.00		15,567.00	10.15
	long	1/16/23	6/26/23	161	250,556.00	432,406.00		181,850.00	72.58
	long	7/24/23	8/28/23	35	466,663.00	665,524.00		198,861.00	42.61
	long	12/04/23	4/22/24	140	845,384.00	1,268,380.00		422,996.00	50.04	3,458.22
SSE 50 ew	long	10/09/06	8/20/07	315	1,149.58	4,104.66		2,955.08	257.06
	long	4/27/09	2/08/10	287	1,895.70	2,284.39		388.69	20.50
	long	2/23/15	7/27/15	154	2,386.70	2,634.85		248.15	10.40
	short	7/23/18	7/30/18	7	2,139.79	2,156.80	2,122.78	-17.01	-0.79
	short	9/10/18	3/11/19	182	2,022.66	2,385.15	1,660.17	-362.49	-17.92	286.78
ISEQ-Overall	short	8/20/07	4/27/09	616	8,327.39	2,622.05	26,447.03	18,119.64	217.59
	long	1/16/12	5/21/12	126	3,005.69	3,087.81		82.12	2.73	226.27
Athex Large Cap	short	2/08/10	3/22/10	42	8,951.60	9,909.40	7,993.80	-957.80	-10.70
	short	5/03/10	10/11/10	161	9,117.60	7,569.60	10,982.17	1,864.57	20.45
	short	5/23/11	1/16/12	238	5,689.40	2,507.60	12,908.47	7,219.07	126.89
	short	5/21/12	9/10/12	112	2,028.10	2,671.70	1,384.50	-643.60	-31.73
	short	6/27/16	7/04/16	7	1,385.56	1,434.29	1,336.83	-48.73	-3.52
	short	3/02/20	8/03/20	154	1,823.29	1,479.09	2,247.59	424.30	23.27	98.15
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
SDAX	long	10/11/10	5/23/11	224	4,578.70	5,383.62		804.92	17.58
	short	1/24/22	11/14/22	294	14,463.90	12,569.30	16,644.08	2,180.18	15.07	35.30
OMXC 20	long	9/10/12	6/17/13	280	494.79	522.11		27.32	5.52	5.52
PSI 20	short	8/04/14	8/18/14	14	5,854.36	5,654.35	6,061.44	207.08	3.54
	short	10/06/14	2/23/15	140	5,537.71	5,494.44	5,581.32	43.61	0.79	4.35
TecDAX	long	7/30/18	9/10/18	42	2,912.24	2,908.99		-3.25	-0.11	-0.11
HSI	short	11/29/21	12/13/21	14	23,852.20	23,954.60	23,749.80	-102.40	-0.43	-0.43
IBEX 35	short	2/12/18	7/09/18	147	9,771.10	9,927.00	9,615.20	-155.90	-1.60	-1.60
OMXH 25	short	6/26/23	7/24/23	28	4,371.30	4,412.14	4,330.46	-40.84	-0.93
	short	8/28/23	12/04/23	98	4,294.21	4,357.27	4,231.15	-63.06	-1.47	-2.39
NZX 50	long	6/06/16	6/27/16	21	7,024.38	6,716.58		-307.80	-4.38
	long	10/07/19	3/02/20	147	10,975.60	11,103.40		127.80	1.16	-3.27
IPC	short	8/05/19	10/07/19	63	39,496.40	42,952.30	36,040.50	-3,455.90	-8.75	-8.75
NASDAQ-100	short	6/05/06	10/09/06	126	1,577.50	1,691.08	1,463.92	-113.58	-7.20
	long	7/09/18	7/23/18	14	7,276.00	7,371.78		95.78	1.32
	short	12/19/22	1/16/23	28	11,084.60	11,541.50	10,627.70	-456.90	-4.12	-9.85
RTX	short	6/17/13	8/12/13	56	1,859.89	1,850.70	1,869.13	9.24	0.50
	short	7/27/15	6/06/16	315	1,168.61	1,254.32	1,082.90	-85.71	-7.33
	short	11/02/20	11/09/20	7	1,333.90	1,576.97	1,090.83	-243.07	-18.22	-23.84

Annotations

9/28/23	Nikkei 225			stock split 1:4 (four for one)
2/20/15	Indices			Build and analyzed. The initial mind was to create an instrument which provides a quick overview about the global trend. In Mixed Cut the faster Best Long purges many good short investments, so it seems the better choice is to follow the Mixed Overlap at any one signal with half the money.


	is taking down something concerning