Share-o-matic - Portfolio

Sat, Jan 17th, 2026, 7:16UTC

Assessment - STOXX Europe 50 in Japanese yen - 3/22/21 - RS = 22

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/22/21	⇓ Δwk	10/19/20	prc diff	Δ22	⇓∅-RS
		Stoxx 50	564,192.540	8/12/24	-0.16	426,373.672		361,111.500	65,262.172	18.07	16.19
		Banco Santander	531.047	8/12/24	-0.24	369.161		205.402	163.759	79.73	39.63
		Glencore	61,872.894	8/12/24	1.27	42,145.960		22,644.289	19,501.671	86.12	68.82
		Shell	4,289.023	8/12/24	0.93	2,269.383		1,349.309	920.075	68.19	30.08
		ING Groep	1,978.210	8/12/24	0.21	1,302.356		792.396	509.960	64.36	60.98
		BNP Paribas	7,694.916	8/12/24		6,585.809		4,069.413	2,516.396	61.84	49.92
	S	Mercedes-Benz	7,465.043	8/12/24	-0.57	9,631.308		6,062.202	3,569.106	58.87	85.30
		Axa	4,201.359	8/12/24	-0.77	2,918.873		1,866.478	1,052.396	56.38	35.75
		BP	66,299.389	8/12/24	1.35	46,338.688		28,438.829	17,899.859	62.94	21.96
		Airbus	17,371.679	8/12/24	-0.45	12,606.675		8,162.424	4,444.251	54.45	44.34
	L	Richemont	15,104.408	8/12/24	1.22	10,839.357		7,260.474	3,578.883	49.29	45.15
		ASML	101,897.571	8/12/24	0.08	62,078.816		41,153.670	20,925.146	50.85	52.72
		TotalEnergies	8,015.700	8/12/24	0.60	5,159.815		3,503.682	1,656.133	47.27	25.43
	L	HSBC	97,111.411	8/12/24	0.22	64,097.453		42,333.130	21,764.322	51.41	23.85
		UBS	2,927.805	8/12/24	0.44	1,746.079		1,266.874	479.205	37.83	35.56
	S	BASF	5,361.116	8/12/24	-0.22	9,036.494		6,608.682	2,427.812	36.74	36.57
		Allianz	33,234.245	8/12/24		27,532.864		20,428.416	7,104.448	34.78	25.23
	S	LVMH	82,481.707	8/12/24	-0.14	72,286.755		53,691.660	18,595.095	34.63	40.36
		Safran	24,961.398	8/12/24	-0.18	15,195.024		11,374.236	3,820.788	33.59	29.55
	L	Zurich Insurance	54,750.533	8/12/24	0.85	46,538.543		36,313.959	10,224.584	28.16	20.16
		Siemens	20,415.878	8/12/24	0.01	17,631.423		13,719.132	3,912.291	28.52	34.74
	L	Münchener Rück	57,039.782	8/12/24	1.01	33,532.950		26,355.240	7,177.710	27.23	22.66
	L	ABB	5,361.947	8/12/24	0.55	3,453.278		2,816.563	636.715	22.61	35.37
	L	Bayer	3,371.477	8/12/24	-0.04	6,919.580		5,505.786	1,413.794	25.68	4.25
	S	Vinci	13,331.361	8/12/24	-0.77	11,304.059		9,143.604	2,160.455	23.63	15.06
		⇓instrument	freshest		⇓ Δday	3/22/21	⇓ Δwk	10/19/20	prc diff	Δ22	⇓∅-RS
		Schneider Electric	27,435.460	8/12/24	0.38	16,519.718		13,388.760	3,130.958	23.38	31.19
	L	Deutsche Telekom	3,211.735	8/12/24	0.49	2,135.745		1,732.590	403.155	23.27	20.86
		Hermes International	260,523.232	8/12/24	-0.50	121,819.936		99,136.440	22,683.496	22.88	29.20
		Rio Tinto	745,340.261	8/12/24	0.56	812,303.246		630,650.710	181,652.537	28.80	25.37
	S	Diageo	369,729.188	8/12/24	1.03	452,678.833		359,540.718	93,138.115	25.90	18.99
		EssilorLuxottica	26,922.466	8/12/24	-0.58	16,837.905		14,369.940	2,467.965	17.17	16.84
		Enel	836.116	8/12/24	0.44	1,081.055		927.650	153.405	16.54	17.57
	L	Prosus	4,266.295	8/12/24	1.77	5,644.237		4,843.800	800.437	16.52	22.16
		Anheuser-Busch InBev	7,168.934	8/12/24	-0.47	6,880.619		5,916.888	963.731	16.29	17.13
		L´Oreal	48,916.289	8/12/24	-1.59	41,662.938		35,831.700	5,831.238	16.27	20.61
		Deutsche Post	4,680.587	8/12/24	-0.36	5,859.825		5,134.428	725.397	14.13	37.04
	L	BAT	422,439.917	8/12/24		426,662.808		356,323.811	70,338.997	19.74	12.05
		RELX	532,536.718	8/12/24	0.57	267,701.126		230,179.980	37,521.145	16.30	9.54
	L	Novartis	11,397.819	8/12/24	0.16	9,425.528		9,109.205	316.322	3.47	1.86
	S	Air Liquide	21,078.226	8/12/24	-0.79	17,811.945		16,742.160	1,069.785	6.39	10.97
	L	Roche	32,730.145	8/12/24	0.25	37,089.451		36,099.529	989.922	2.74	1.51
	L	Iberdrola	1,572.101	8/12/24	0.29	1,401.319		1,359.369	41.950	3.09	9.50
		Novo Nordisk	15,595.188	8/12/24	-2.80	3,870.415		3,764.787	105.628	2.81	8.78
		Sanofi	12,424.854	8/12/24	-0.60	10,748.207		10,611.648	136.559	1.29	3.32
	L	Nestlé	10,443.485	8/12/24	-0.40	12,109.447		12,434.604	-325.158	-2.61	1.41
		GSK	237,085.166	8/12/24	0.42	197,809.263		192,587.339	5,221.924	2.71	-2.82
	L	AstraZeneca	1,927,448.104	8/12/24	0.63	1,107,603.981		1,110,038.334	-2,434.353	-0.22	0.54
	S	National Grid	147,559.877	8/12/24	-0.04	127,651.962		128,292.999	-641.037	-0.50	4.01
		Reckitt Benckiser	630,417.299	8/12/24		978,504.171		986,153.183	-7,649.012	-0.78	3.88
	L	Unilever Plc	710,953.862	8/12/24	-0.34	606,588.128		657,344.195	-50,756.067	-7.72	1.16
		⇓instrument	freshest		⇓ Δday	3/22/21	⇓ Δwk	10/19/20	prc diff	Δ22	⇓∅-RS
		SAP	24,584.770	8/12/24	-0.33	13,441.752		16,270.200	-2,828.448	-17.38	-3.53
Europe 50 - 50 out of 50 instruments rated - 3/22/21 / 10/19/20 - 44 did rise, Market-Ratio(22) in JPY = 88.00 %

Technical Chart

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

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

Transactions STOXX Europe 50 in Japanese yen * 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	40	246.445	244.081	248.832	2.387	1	10,095	29
long	6/26/06	1/21/08	574		ABB	100	7	1,422.520	2,314.650		892.130	63	16,340	36
short	1/21/08	4/21/08	91		UBS	100	4	3,919.345	3,659.382	4,197.776	278.431	7	17,454	32
long	4/21/08	4/28/08	7		Rio Tinto	100	1	10,672.524	10,663.028		-9.497	0	17,445	-5
short	4/28/08	6/23/08	56		UBS	100	4	3,667.941	2,286.389	5,884.297	2,216.355	60	26,310	2,077
long	6/23/08	6/30/08	7		Rio Tinto	100	2	10,467.667	10,510.689		43.021	0	26,396	24
short	6/30/08	8/11/08	42		UBS	100	11	2,233.966	2,360.389	2,107.543	-126.423	-6	25,005	-40
long	8/11/08	9/08/08	28		AstraZeneca	100	4	5,463.976	4,967.632		-496.344	-9	23,020	-71
short	9/08/08	3/30/09	203		UBS	100	9	2,336.942	867.171	6,297.831	3,960.890	169	58,668	494
long	3/30/09	4/06/09	7		AstraZeneca	100	17	3,294.675	3,535.060		240.385	7	62,755	3,833
short	4/06/09	4/13/09	7		Lloyds Bank	100	528	118.629	129.311	107.947	-10.682	-9	57,114	-99
long	4/13/09	8/30/10	504		Deutsche Bank	100	14	3,972.339	4,194.406		222.066	6	60,223	4
short	8/30/10	9/06/10	7		BP	100	119	503.639	529.434	477.843	-25.795	-5	57,154	-94
long	9/06/10	8/08/11	336		Novo Nordisk	100	77	739.560	858.645		119.085	16	66,323	18
short	8/08/11	12/19/11	133		Lloyds Bank	100	1,571	42.207	28.371	62.791	20.584	49	98,661	197
long	12/19/11	10/20/14	1036		Roche	100	7	13,158.707	30,465.890		17,307.183	132	219,812	34
short	10/20/14	11/10/14	21		Deutsche Bank	100	74	2,949.115	3,075.854	2,822.376	-126.739	-4	210,433	-53
long	11/10/14	8/24/15	287		Novartis	100	23	8,831.987	9,499.352		667.366	8	225,782	10
short	8/24/15	10/26/15	63		Rio Tinto	100	56	4,025.510	4,619.766	3,431.254	-594.256	-15	192,504	-60
long	10/26/15	12/14/15	49		SAP	100	20	9,380.238	9,238.667		-141.571	-2	189,672	-11
short	12/14/15	12/28/15	14		Rio Tinto	100	55	3,388.093	3,593.627	3,182.559	-205.534	-6	178,368	-80
long	12/28/15	1/04/16	7		SAP	100	18	9,619.852	9,130.582		-489.270	-5	169,561	-93
short	1/04/16	1/25/16	21		Rio Tinto	100	50	3,344.434	2,711.511	4,125.095	780.661	23	208,594	3,734
long	1/25/16	3/28/16	63		SAP	100	22	9,328.187	8,995.972		-332.216	-4	201,285	-19
short	3/28/16	4/18/16	21		Credit Suisse	100	123	1,625.090	1,640.732	1,609.448	-15.642	-1	199,362	-15
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	29	6,651.471	6,705.150		53.679	1	200,918	52
short	4/25/16	5/16/16	21		Credit Suisse	100	119	1,681.696	1,493.394	1,893.742	212.045	13	226,152	688
long	5/16/16	3/05/18	658		BAT	100	34	6,610.546	6,207.390		-403.157	-6	212,444	-3
short	3/05/18	4/23/18	49		Imperial Brands	100	55	3,794.875	3,626.511	3,971.057	176.181	5	222,134	40
long	4/23/18	10/15/18	175		LVMH	100	5	37,288.871	33,761.613		-3,527.258	-9	204,498	-19
short	10/15/18	11/12/18	28		Intesa Sanpaolo	100	772	264.636	250.751	279.289	14.654	6	215,811	102
long	11/12/18	12/10/18	28		AstraZeneca	100	23	9,141.288	8,539.542		-601.746	-7	201,970	-59
short	12/10/18	2/11/19	63		Bayer	100	25	7,817.968	8,504.344	7,131.592	-686.376	-9	184,811	-41
long	2/11/19	3/02/20	385		Roche	100	6	29,958.285	35,493.888		5,535.602	18	218,025	17
short	3/02/20	6/22/20	112		Anheuser-Busch InBev	100	34	6,265.584	5,409.553	7,257.077	991.493	16	251,735	61
long	6/22/20	6/29/20	7		ASML	100	6	38,817.602	38,988.778		171.175	0	252,762	26
short	6/29/20	7/27/20	28		Airbus	100	32	7,665.857	7,667.554	7,664.160	-1.697	0	252,708	0
long	7/27/20	6/20/22	693		ASML	100	6	40,114.729	64,983.913		24,869.184	62	401,923	29
short	6/20/22	6/27/22	7		Adyen	100	2	176,028.593	203,653.272	148,403.914	-27,624.679	-16	346,674	-100
long	6/27/22	7/11/22	14		BAT	100	58	5,941.372	5,534.289		-407.083	-7	323,063	-84
short	7/11/22	7/25/22	14		Adidas	100	14	22,551.844	24,597.035	20,506.653	-2,045.191	-9	294,430	-92
long	7/25/22	9/05/22	42		Novo Nordisk	100	37	7,854.981	7,347.876		-507.105	-6	275,668	-44
short	9/05/22	11/07/22	63		Adidas	100	13	20,270.501	16,880.956	24,340.635	4,070.135	20	328,579	189
long	11/07/22	10/23/23	350		BP	100	388	846.782	974.826		128.043	15	378,260	16
short	10/23/23	10/30/23	7		Adyen	100	3	108,929.603	100,107.051	118,529.696	9,600.094	9	407,060	8,078
long	10/30/23	8/12/24	287		Novo Nordisk	100	28	14,358.721	20,750.704		6,391.983	45	586,036	60
accum	6/12/06	8/12/24	7159	days out of 7320 invested (98%)							5,760		586,036	23

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	3,919.35	3,659.38	4,197.78	278.43	7.10
	short	4/28/08	6/23/08	56	3,667.94	2,286.39	5,884.30	2,216.36	60.43
	short	6/30/08	8/11/08	42	2,233.97	2,360.39	2,107.54	-126.42	-5.66
	short	9/08/08	3/30/09	203	2,336.94	867.17	6,297.83	3,960.89	169.49	336.84
Roche	long	12/19/11	10/20/14	1036	13,158.71	30,465.89		17,307.18	131.53
	long	2/11/19	3/02/20	385	29,958.29	35,493.89		5,535.60	18.48	174.31
ABB	long	6/26/06	1/21/08	574	1,422.52	2,314.65		892.13	62.71	62.71
ASML	long	6/22/20	6/29/20	7	38,817.60	38,988.78		171.18	0.44
	long	7/27/20	6/20/22	693	40,114.73	64,983.91		24,869.18	62.00	62.71
Novo Nordisk	long	9/06/10	8/08/11	336	739.56	858.65		119.09	16.10
	long	7/25/22	9/05/22	42	7,854.98	7,347.88		-507.10	-6.46
	long	10/30/23	8/12/24	287	14,358.72	20,750.70		6,391.98	44.52	56.95
Lloyds Bank	short	4/06/09	4/13/09	7	118.63	129.31	107.95	-10.68	-9.00
	short	8/08/11	12/19/11	133	42.21	28.37	62.79	20.58	48.77	35.37
Anheuser-Busch InBev	short	3/02/20	6/22/20	112	6,265.58	5,409.55	7,257.08	991.49	15.82	15.82
Credit Suisse	short	3/28/16	4/18/16	21	1,625.09	1,640.73	1,609.45	-15.64	-0.96
	short	4/25/16	5/16/16	21	1,681.70	1,493.39	1,893.74	212.05	12.61	11.53
BP	short	8/30/10	9/06/10	7	503.64	529.43	477.84	-25.80	-5.12
	long	11/07/22	10/23/23	350	846.78	974.83		128.04	15.12	9.22
Adidas	short	7/11/22	7/25/22	14	22,551.84	24,597.03	20,506.65	-2,045.19	-9.07
	short	9/05/22	11/07/22	63	20,270.50	16,880.96	24,340.64	4,070.13	20.08	9.19
Novartis	long	11/10/14	8/24/15	287	8,831.99	9,499.35		667.37	7.56	7.56
Intesa Sanpaolo	short	10/15/18	11/12/18	28	264.64	250.75	279.29	14.65	5.54	5.54
Imperial Brands	short	3/05/18	4/23/18	49	3,794.88	3,626.51	3,971.06	176.18	4.64	4.64
Deutsche Bank	long	4/13/09	8/30/10	504	3,972.34	4,194.41		222.07	5.59
	short	10/20/14	11/10/14	21	2,949.11	3,075.85	2,822.38	-126.74	-4.30	1.05
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	246.45	244.08	248.83	2.39	0.97	0.97
Airbus	short	6/29/20	7/27/20	28	7,665.86	7,667.55	7,664.16	-1.70	-0.02	-0.02
Rio Tinto	long	4/21/08	4/28/08	7	10,672.52	10,663.03		-9.50	-0.09
	long	6/23/08	6/30/08	7	10,467.67	10,510.69		43.02	0.41
	short	8/24/15	10/26/15	63	4,025.51	4,619.77	3,431.25	-594.26	-14.76
	short	12/14/15	12/28/15	14	3,388.09	3,593.63	3,182.56	-205.53	-6.07
	short	1/04/16	1/25/16	21	3,344.43	2,711.51	4,125.10	780.66	23.34	-0.93
Adyen	short	6/20/22	6/27/22	7	176,028.59	203,653.27	148,403.91	-27,624.68	-15.69
	short	10/23/23	10/30/23	7	108,929.60	100,107.05	118,529.70	9,600.09	8.81	-8.26
Bayer	short	12/10/18	2/11/19	63	7,817.97	8,504.34	7,131.59	-686.38	-8.78	-8.78
AstraZeneca	long	8/11/08	9/08/08	28	5,463.98	4,967.63		-496.34	-9.08
	long	3/30/09	4/06/09	7	3,294.67	3,535.06		240.39	7.30
	long	11/12/18	12/10/18	28	9,141.29	8,539.54		-601.75	-6.58	-8.87
LVMH	long	4/23/18	10/15/18	175	37,288.87	33,761.61		-3,527.26	-9.46	-9.46
SAP	long	10/26/15	12/14/15	49	9,380.24	9,238.67		-141.57	-1.51
	long	12/28/15	1/04/16	7	9,619.85	9,130.58		-489.27	-5.09
	long	1/25/16	3/28/16	63	9,328.19	8,995.97		-332.22	-3.56	-9.85
BAT	long	4/18/16	4/25/16	7	6,651.47	6,705.15		53.68	0.81
	long	5/16/16	3/05/18	658	6,610.55	6,207.39		-403.16	-6.10
	long	6/27/22	7/11/22	14	5,941.37	5,534.29		-407.08	-6.85	-11.83

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.


	is taking down something concerning