Share-o-matic - Portfolio

Thu, Sep 18th, 2025, 7:53UTC

Assessment - GCX Global Challenges in Euro - 1/18/21 - RS = 29

historical assessment - show freshest

		instrument	freshest		⇓ Δday	1/18/21	⇓ Δwk	6/29/20	prc diff	⇓ Δ29	⇓∅-RS
	S	GCX PR	2,707.170	8/12/24	-1.05	2,813.150		2,291.060	522.090	22.79	17.63
	L	Adtalem	59.162	8/12/24	-0.85	32.023		27.976	4.047	14.46	20.97
	L	Aurubis	64.400	8/12/24	1.02	66.000		54.540	11.460	21.01	24.89
		Befesa	26.540	8/12/24	0.15	55.600		33.700	21.900	64.99	66.14
	L	BillerudKorsnäs	10.449	8/12/24	0.95	14.884		12.642	2.242	17.73	19.95
	S	bioMérieux	96.650	8/12/24	-0.67	116.900		119.000	-2.100	-1.76	2.67
	L	California Water	43.324	8/12/24	-0.42	45.054		41.306	3.748	9.07	6.15
		Cdn Nat Railway	98.776	8/12/24	-0.01	91.871		77.434	14.437	18.64	12.19
		Coloplast	118.899	8/12/24	0.25	119.141		136.593	-17.452	-12.78	-9.40
		ConvaTec	260.497	8/12/24	-0.17	221.692		214.181	7.511	3.51	1.32
	S	CSX	27.735	8/12/24	-1.47	25.781		20.331	5.450	26.81	20.85
	S	Dassault Systèmes	33.530	8/12/24	-0.03	32.080		30.200	1.880	6.23	7.90
		Drägerwerk	45.750	8/12/24	0.44	68.800		70.400	-1.600	-2.27	-0.12
	L	EDP Renováveis	14.010	8/12/24	-0.92	23.150		12.160	10.990	90.38	73.32
	S	Fabege	8.895	8/12/24	-2.01	12.950		10.170	2.780	27.33	10.80
	L	First Solar	181.500	8/12/24	3.51	79.958		44.173	35.786	81.01	58.99
	S	FirstGroup	181.988	8/12/24	0.87	84.133		56.116	28.017	49.93	38.87
	L	Geberit	485.874	8/12/24	-0.72	517.658		441.383	76.275	17.28	12.28
		Gecina	93.100	8/12/24	-0.64	122.000		110.200	11.800	10.71	0.33
	L	Hannon Armstrong SIC	25.011	8/12/24	-1.63	54.981		25.100	29.880	119.04	79.37
		Hannover Rück	227.400	8/12/24	5.23	135.800		151.800	-16.000	-10.54	-4.74
	L	Henkel	78.060	8/12/24	0.75	88.780		81.820	6.960	8.51	5.09
	S	Intel	16.028	8/12/24	-1.78	47.670		51.884	-4.213	-8.12	2.06
		Interface	13.503	8/12/24	-0.79	9.041		7.203	1.837	25.51	21.16
	S	Konica Minolta	2.869	8/09/24	2.75	3.274		3.000	0.275	9.15	6.16
		instrument	freshest		⇓ Δday	1/18/21	⇓ Δwk	6/29/20	prc diff	⇓ Δ29	⇓∅-RS
	L	Kurita Water	44.994	8/09/24	-9.14	36.377		24.668	11.709	47.47	41.09
	L	Lenzing	30.350	8/12/24	0.83	95.900		41.800	54.100	129.43	81.77
	S	Medtronic	67.217	8/12/24	-1.04	96.707		80.368	16.339	20.33	8.23
		MillerKnoll	22.469	8/12/24	-3.49	29.523		23.426	6.096	26.02	23.13
		Nordex	13.140	8/12/24	-2.81	24.560		8.770	15.790	180.05	133.06
	L	Ørsted	56.129	8/12/24	0.63	156.354		103.371	52.984	51.26	40.51
	L	Ormat Technologies	59.368	8/12/24	-1.10	89.438		56.389	33.049	58.61	49.09
		Pearson	1,163.575	8/12/24	-0.72	749.772		637.074	112.699	17.69	21.39
	S	Pennon Group	660.803	8/12/24	-0.84	1,090.803		1,237.721	-146.918	-11.87	-7.49
		Ricoh	10.019	8/09/24	2.12	5.862		6.190	-0.328	-5.30	-7.69
	L	Rockwool	368.905	8/12/24	-0.22	323.733		242.460	81.273	33.52	30.62
	L	Scatec	8.152	8/12/24	-1.46	34.457		13.943	20.514	147.13	111.43
	S	Severn Trent	2,827.674	8/12/24	-0.63	2,616.217		2,717.189	-100.972	-3.72	-3.49
		Siemens Healthineers	50.280	8/12/24	0.08	43.310		42.725	0.585	1.37	9.10
		Signify	20.900	8/12/24	-0.76	41.020		22.180	18.840	84.94	62.78
		Smith and Nephew	1,300.235	8/12/24	-0.86	1,765.328		1,666.521	98.807	5.93	1.20
		Smurfit Kappa	35.550	8/12/24	-0.97	40.460		29.240	11.220	38.37	31.83
	L	Solaria Energía	11.050	8/12/24	1.47	26.280		11.150	15.130	135.70	129.43
	L	Sonova	258.457	8/12/24	-1.52	209.758		178.555	31.204	17.48	6.59
		Steelcase	10.175	8/12/24	-1.76	10.928		10.881	0.048	0.44	5.08
		STMicroelectronics	26.855	8/12/24	0.47	33.070		23.480	9.590	40.84	32.48
	L	SunPower	0.166	8/12/24	-4.76	26.460		6.651	19.808	297.81	207.62
		Swiss Re	96.654	8/12/24	0.10	78.532		67.812	10.720	15.81	10.47
	S	Union Pacific	196.005	8/12/24	-0.32	179.322		147.370	31.952	21.68	16.79
	S	United Utilities	1,112.173	8/12/24	-0.12	1,039.063		1,006.585	32.478	3.23	2.86
		instrument	freshest		⇓ Δday	1/18/21	⇓ Δwk	6/29/20	prc diff	⇓ Δ29	⇓∅-RS
	S	Xerox	8.039	8/12/24	-2.51	18.619		13.623	4.996	36.67	6.50
GCX - 50 out of 50 instruments rated - 1/18/21 / 6/29/20 - 42 did rise, Market-Ratio(29) in EUR = 84.00 %

Technical Chart

	GCX RS = 29 - B/S = 86/76

1/04/21	scale up chart	7/01/24

Transactions GCX Global Challenges in Euro * A29 - 86/76 (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		1/09/06	7		- cash -
long	1/09/06	5/29/06	140		Nordex	100	1,689	5.920	15.300		9.380	158	25,843	1,089
short	5/29/06	12/11/06	196		Intel	100	1,848	13.984	15.678	12.290	-1.694	-12	22,712	-21
long	12/11/06	6/11/07	182		Vestas Wind Systems	100	3,595	6.317	9.979		3.662	58	35,878	150
short	6/11/07	8/24/09	805		AMD	100	3,449	10.402	2.792	38.752	28.350	273	133,658	82
long	8/24/09	12/21/09	119		Renault	100	3,935	33.965	34.700		0.735	2	136,550	7
short	12/21/09	2/27/12	798		REC Silicon	100	3,793	35.991	4.909	263.860	227.868	633	1,000,855	149
long	2/27/12	4/23/12	56		CA	100	49,798	20.098	20.023		-0.075	0	997,100	-2
short	4/23/12	2/11/13	294		REC Silicon	100	286,626	3.479	1.027	11.784	8.305	239	3,377,545	355
long	2/11/13	11/25/13	287		SunPower	100	478,223	7.063	21.795		14.732	209	10,422,719	319
short	11/25/13	1/06/14	42		Aurubis	100	245,963	42.375	43.845	40.905	-1.470	-3	10,061,154	-26
long	1/06/14	2/03/14	28		Vestas Wind Systems	100	2,016,555	4.989	4.789		-0.200	-4	9,657,720	-41
short	2/03/14	3/03/14	28		Aurubis	100	237,874	40.600	38.880	42.396	1.796	4	10,084,966	76
long	3/03/14	4/14/14	42		Vestas Wind Systems	100	2,015,561	5.004	5.847		0.843	17	11,784,164	287
short	4/14/14	4/28/14	14		EJR	100	68,663,352	0.172	0.172	0.172	-0.000	0	11,775,765	-2
long	4/28/14	5/19/14	21		Vestas Wind Systems	100	1,910,976	6.162	7.076		0.914	15	13,522,737	1,007
short	5/19/14	3/02/15	287		Energy Recovery	100	4,012,039	3.371	3.076	3.694	0.323	10	14,818,468	12
long	3/02/15	6/01/15	91		Shimano	100	10,649,214	1.392	1.298		-0.094	-7	13,817,726	-24
short	6/01/15	10/05/20	1953		REC Silicon	100	7,459,427	1.852	0.464	7.391	5.539	299	55,134,119	30
long	10/05/20	11/02/20	28		SunPower	100	4,177,968	13.196	14.483		1.287	10	60,510,967	236
short	11/02/20	4/05/21	154		Konica Minolta	100	2615,919,217	0.023	0.045	0.001	-0.022	-95	2,877,511	-100
long	4/05/21	6/21/21	77		REC Silicon	100	1,505,312	1.912	1.742		-0.170	-9	2,621,907	-36
short	6/21/21	5/13/24	1057		bioMérieux	100	28,554	91.820	97.000	86.640	-5.180	-6	2,473,997	-2
long	5/13/24	5/27/24	14		Interface	100	167,573	14.764	14.424		-0.339	-2	2,417,151	-45
short	5/27/24	8/12/24	77		SunPower	100	898,700	2.690	0.186	38.797	36.107	1,342	34,866,505	> 999,999
accum	1/09/06	8/12/24	7192	days out of 7199 invested (100%)							348,565		34,866,505	51

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
REC Silicon	short	12/21/09	2/27/12	798	35.99	4.91	263.86	227.87	633.12
	short	4/23/12	2/11/13	294	3.48	1.03	11.78	8.31	238.74
	short	6/01/15	10/05/20	1953	1.85	0.46	7.39	5.54	299.01
	long	4/05/21	6/21/21	77	1.91	1.74		-0.17	-8.88	8,928.68
SunPower	long	2/11/13	11/25/13	287	7.06	21.79		14.73	208.59
	long	10/05/20	11/02/20	28	13.20	14.48		1.29	9.75
	short	5/27/24	8/12/24	77	2.69	0.19	38.80	36.11	1,342.46	4,785.38
AMD	short	6/11/07	8/24/09	805	10.40	2.79	38.75	28.35	272.56	272.56
Nordex	long	1/09/06	5/29/06	140	5.92	15.30		9.38	158.45	158.45
Vestas Wind Systems	long	12/11/06	6/11/07	182	6.32	9.98		3.66	57.97
	long	1/06/14	2/03/14	28	4.99	4.79		-0.20	-4.01
	long	3/03/14	4/14/14	42	5.00	5.85		0.84	16.85
	long	4/28/14	5/19/14	21	6.16	7.08		0.91	14.84	103.48
Energy Recovery	short	5/19/14	3/02/15	287	3.37	3.08	3.69	0.32	9.58	9.58
Renault	long	8/24/09	12/21/09	119	33.97	34.70		0.73	2.16	2.16
Aurubis	short	11/25/13	1/06/14	42	42.38	43.85	40.91	-1.47	-3.47
	short	2/03/14	3/03/14	28	40.60	38.88	42.40	1.80	4.42	0.80
EJR	short	4/14/14	4/28/14	14	0.17	0.17	0.17	-0.00	-0.07	-0.07
CA	long	2/27/12	4/23/12	56	20.10	20.02		-0.08	-0.38	-0.38
Interface	long	5/13/24	5/27/24	14	14.76	14.42		-0.34	-2.30	-2.30
bioMérieux	short	6/21/21	5/13/24	1057	91.82	97.00	86.64	-5.18	-5.64	-5.64
Shimano	long	3/02/15	6/01/15	91	1.39	1.30		-0.09	-6.75	-6.75
Intel	short	5/29/06	12/11/06	196	13.98	15.68	12.29	-1.69	-12.12	-12.12
Konica Minolta	short	11/02/20	4/05/21	154	0.02	0.05	0.00	-0.02	-95.24	-95.24

Annotations

3/01/24	GCX	Adtalem Global Education replaces Benesse
2/29/24	GCX	Component update: CWT, Convatec, Medtronic, Siemens Healthineers, Smurfit Kappa and Solaria Energia replace AMD, Atlas Copco, Autodesk, Berkeley, Kingfisher and SKF
7/07/21	Dassault Systèmes	stock split 1:5 (five for one)
6/29/21	CSX	stock split 1:3 (three for one)
9/20/17	bioMérieux	stock split 1:3 (three for one)
6/15/17	Xerox	reverse stock split 4:1 (one for four)
2/21/17	GCX	machine learning processed for all techniques
3/18/16	GCX	Sonova replaces Accenture
9/04/15	GCX	Swiss Re replaces BWT
8/18/15	GCX	complete analysis
7/01/15	Scatec Solar	monitoring started
3/10/15	GCX	Accenture and Autodesk replace Interface and J Sainsbury


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