Share-o-matic - Portfolio

Fri, Nov 14th, 2025, 15:41UTC

Assessment - nx-25 - Natur-Aktienindex in Euro - 3/22/21 - RS = 32

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/22/21	⇓ Δwk	8/10/20	prc diff	⇓ Δ32	∅-RS
	L	SOM Price Index	786.809	8/12/24	-0.26	692.625		550.105	142.520	25.91	23.28
		Tesla Motors	165.338	8/12/24	-1.26	186.974		80.452	106.522	132.40	120.75
	L	Eramet	72.350	8/12/24	5.24	55.440		27.280	28.160	103.23	73.08
		Deckers Outdoor	768.799	8/12/24	3.15	278.620		185.878	92.741	49.89	49.59
		Interface	13.655	8/12/24	-0.79	10.758		6.942	3.816	54.98	48.33
	L	L'Occitane	3.940	7/29/24	0.72	2.406		1.380	1.026	74.35	49.85
		MillerKnoll	22.722	8/12/24	-3.49	34.610		22.348	12.262	54.87	43.59
	L	Kurita Water	43.381	8/09/24	-9.14	37.729		24.998	12.731	50.93	38.56
	L	Umweltbank	5.640	8/12/24	-1.40	16.900		11.750	5.150	43.83	33.37
		Vestas Wind Systems	20.475	8/12/24	-7.76	30.541		22.753	7.789	34.23	29.32
	L	First Solar	183.539	8/12/24	3.51	68.508		61.676	6.832	11.08	23.83
	L	Verbund	76.850	8/12/24	1.52	61.200		45.300	15.900	35.10	25.69
	L	eBay	46.724	8/12/24	-1.26	50.475		46.253	4.222	9.13	19.56
	S	Intel	16.208	8/12/24	-1.78	54.945		41.872	13.074	31.22	19.05
	L	Mayr-Melnhof	103.600	8/12/24	1.17	173.000		132.000	41.000	31.06	21.47
	L	Shimano	208.513	8/09/24	-0.48	196.001		187.285	8.715	4.65	13.45
	L	Geberit	474.281	8/12/24	-0.72	526.717		478.946	47.771	9.97	12.33
	L	LTC Properties	30.055	8/12/24	-0.22	35.522		32.931	2.592	7.87	11.79
	L	Sprouts	80.522	8/12/24	-0.10	21.081		21.072	0.009	0.04	11.88
		Encompass Health	72.719	8/12/24	1.33	66.515		57.159	9.357	16.37	9.90
	L	INIT Innov. in Traff	38.000	8/12/24	-3.55	33.400		33.600	-0.200	-0.60	12.67
	L	Ormat Technologies	60.035	8/12/24	-1.10	66.959		51.765	15.194	29.35	8.46
		Cdn Nat Railway	101.837	8/12/24	-0.01	94.752		86.408	8.344	9.66	12.74
		Tomra Systems	15.625	8/12/24	0.13	18.765		18.616	0.149	0.80	10.25
	S	Severn Trent	2,919.454	8/12/24	-0.63	2,594.296		2,761.231	-166.935	-6.05	-2.42
		⇓instrument	freshest		⇓ Δday	3/22/21	⇓ Δwk	8/10/20	prc diff	⇓ Δ32	∅-RS
		Oatly	0.741	8/12/24	1.57						-na-
nx-25 - 24 out of 25 instruments rated - 3/22/21 / 8/10/20 - 22 did rise, Market-Ratio(32) in EUR = 91.67 %

Technical Chart

	nx-25 RS = 32 - B/S = 84/81

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

Transactions nx-25 - Natur-Aktienindex in Euro * A32 - 84/81 (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	1/16/06	7		INIT Innov. in Traff	100	1,351	7.400	7.700		0.300	4	10,405	694
short	1/16/06	1/30/06	14		MillerKnoll	100	428	24.286	24.886	23.685	-0.601	-2	10,148	-48
long	1/30/06	2/13/06	14		Ormat Technologies	100	355	28.541	36.461		7.920	28	12,960	59,183
short	2/13/06	4/10/06	56		Boiron	100	753	17.200	17.800	16.600	-0.600	-3	12,508	-21
long	4/10/06	4/17/06	7		Interface	100	1,048	11.933	11.782		-0.151	-1	12,350	-48
short	4/17/06	5/01/06	14		Boiron	100	694	17.790	17.490	18.095	0.305	2	12,562	56
long	5/01/06	5/22/06	21		SunOpta	100	1,499	8.379	7.281		-1.098	-13	10,916	-91
short	5/22/06	5/29/06	7		eBay	100	1,113	9.806	10.975	8.638	-1.168	-12	9,615	-100
long	5/29/06	6/12/06	14		Umweltbank	100	2,452	3.920	3.408		-0.512	-13	8,360	-97
short	6/12/06	1/22/07	224		eBay	100	833	10.027	9.524	10.556	0.529	5	8,801	9
long	1/22/07	2/12/07	21		Vestas Wind Systems	100	1,333	6.600	7.715		1.114	17	10,286	1,405
short	2/12/07	2/19/07	7		Whole Foods Market	100	596	17.257	17.533	16.982	-0.276	-2	10,122	-57
long	2/19/07	3/05/07	14		Vestas Wind Systems	100	1,289	7.847	6.955		-0.892	-11	8,971	-96
short	3/05/07	3/12/07	7		Whole Foods Market	100	510	17.586	17.432	17.742	0.156	1	9,051	58
long	3/12/07	3/26/07	14		Vestas Wind Systems	100	1,201	7.531	8.242		0.711	9	9,905	951
short	3/26/07	4/09/07	14		Whole Foods Market	100	580	17.077	16.745	17.415	0.338	2	10,101	67
long	4/09/07	4/23/07	14		Vestas Wind Systems	100	1,180	8.558	9.809		1.251	15	11,577	3,405
short	4/23/07	4/30/07	7		Whole Foods Market	100	658	17.575	17.135	18.027	0.451	3	11,874	275
long	4/30/07	5/14/07	14		Vestas Wind Systems	100	1,232	9.637	10.186		0.549	6	12,551	324
short	5/14/07	7/13/09	791		Whole Foods Market	100	862	14.547	7.146	29.612	15.065	104	25,536	39
long	7/13/09	12/21/09	161		EnerNOC	100	1,866	13.683	19.475		5.792	42	36,345	123
short	12/21/09	3/04/13	1169		Vestas Wind Systems	100	4,485	8.103	1.078	60.890	52.787	651	273,093	88
long	3/04/13	4/22/13	49		EnerNOC	100	21,948	12.442	12.573		0.130	1	275,955	8
short	4/22/13	4/29/13	7		Kurita Water	100	1,815,795	0.152	0.156	0.148	-0.004	-2	269,464	-71
long	4/29/13	5/27/13	28		First Solar	100	7,541	35.730	40.025		4.295	12	301,849	339
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	5/27/13	2/23/15	637		Verbund	100	18,754	16.095	16.295	15.895	-0.200	-1	298,099	-1
long	2/23/15	3/09/15	14		Shimano	100	233,583	1.276	1.470		0.194	15	343,370	3,889
short	3/09/15	7/17/17	861		EnerNOC	100	31,987	10.734	6.708	17.178	6.443	60	549,473	22
long	7/17/17	7/31/17	14		Geox	100	176,113	3.120	3.340		0.220	7	588,218	491
short	7/31/17	10/26/20	1183		Boiron	100	7,429	79.170	40.100	156.307	77.137	97	1,161,265	23
long	10/26/20	1/18/21	84		Tesla Motors	100	9,795	118.547	227.992		109.445	92	2,233,278	1,615
short	1/18/21	1/25/21	7		Severn Trent	100	85,362	26.162	26.911	25.413	-0.749	-3	2,169,345	-78
long	1/25/21	3/01/21	35		Tesla Motors	100	8,977	241.632	180.305		-61.327	-25	1,618,813	-95
short	3/01/21	3/22/21	21		Severn Trent	100	64,530	25.086	25.943	24.229	-0.857	-3	1,563,510	-45
long	3/22/21	5/24/21	63		Tesla Motors	100	8,362	186.974	165.437		-21.537	-12	1,383,414	-51
short	5/24/21	6/14/21	21		Beyond Meat	100	14,417	95.957	124.967	66.947	-29.010	-30	965,178	-100
long	6/14/21	7/19/21	35		Interface	100	73,745	13.088	11.708		-1.380	-11	863,431	-69
short	7/19/21	8/12/24	1120		Ormat Technologies	100	15,505	55.686	66.855	44.518	-11.169	-20	690,261	-7
accum	1/09/06	8/12/24	7249	days out of 7256 invested (100%)							6,803		690,261	24

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Vestas Wind Systems	long	1/22/07	2/12/07	21	6.60	7.71		1.11	16.88
	long	2/19/07	3/05/07	14	7.85	6.95		-0.89	-11.37
	long	3/12/07	3/26/07	14	7.53	8.24		0.71	9.44
	long	4/09/07	4/23/07	14	8.56	9.81		1.25	14.62
	long	4/30/07	5/14/07	14	9.64	10.19		0.55	5.70
	short	12/21/09	3/04/13	1169	8.10	1.08	60.89	52.79	651.42	932.03
EnerNOC	long	7/13/09	12/21/09	161	13.68	19.48		5.79	42.33
	long	3/04/13	4/22/13	49	12.44	12.57		0.13	1.05
	short	3/09/15	7/17/17	861	10.73	6.71	17.18	6.44	60.03	130.16
Whole Foods Market	short	2/12/07	2/19/07	7	17.26	17.53	16.98	-0.28	-1.60
	short	3/05/07	3/12/07	7	17.59	17.43	17.74	0.16	0.89
	short	3/26/07	4/09/07	14	17.08	16.75	17.42	0.34	1.98
	short	4/23/07	4/30/07	7	17.58	17.14	18.03	0.45	2.57
	short	5/14/07	7/13/09	791	14.55	7.15	29.61	15.06	103.56	111.37
Boiron	short	2/13/06	4/10/06	56	17.20	17.80	16.60	-0.60	-3.49
	short	4/17/06	5/01/06	14	17.79	17.49	18.10	0.31	1.72
	short	7/31/17	10/26/20	1183	79.17	40.10	156.31	77.14	97.43	93.81
Tesla Motors	long	10/26/20	1/18/21	84	118.55	227.99		109.44	92.32
	long	1/25/21	3/01/21	35	241.63	180.31		-61.33	-25.38
	long	3/22/21	5/24/21	63	186.97	165.44		-21.54	-11.52	26.98
Shimano	long	2/23/15	3/09/15	14	1.28	1.47		0.19	15.19	15.19
First Solar	long	4/29/13	5/27/13	28	35.73	40.02		4.29	12.02	12.02
Geox	long	7/17/17	7/31/17	14	3.12	3.34		0.22	7.05	7.05
INIT Innov. in Traff	long	1/09/06	1/16/06	7	7.40	7.70		0.30	4.05	4.05
Ormat Technologies	long	1/30/06	2/13/06	14	28.54	36.46		7.92	27.75
	short	7/19/21	8/12/24	1120	55.69	66.85	44.52	-11.17	-20.06	2.13
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Verbund	short	5/27/13	2/23/15	637	16.10	16.30	15.90	-0.20	-1.24	-1.24
Kurita Water	short	4/22/13	4/29/13	7	0.15	0.16	0.15	-0.00	-2.35	-2.35
MillerKnoll	short	1/16/06	1/30/06	14	24.29	24.89	23.68	-0.60	-2.47	-2.47
Severn Trent	short	1/18/21	1/25/21	7	26.16	26.91	25.41	-0.75	-2.86
	short	3/01/21	3/22/21	21	25.09	25.94	24.23	-0.86	-3.42	-6.18
eBay	short	5/22/06	5/29/06	7	9.81	10.97	8.64	-1.17	-11.91
	short	6/12/06	1/22/07	224	10.03	9.52	10.56	0.53	5.28	-7.27
Interface	long	4/10/06	4/17/06	7	11.93	11.78		-0.15	-1.26
	long	6/14/21	7/19/21	35	13.09	11.71		-1.38	-10.54	-11.67
Umweltbank	long	5/29/06	6/12/06	14	3.92	3.41		-0.51	-13.06	-13.06
SunOpta	long	5/01/06	5/22/06	21	8.38	7.28		-1.10	-13.10	-13.10
Beyond Meat	short	5/24/21	6/14/21	21	95.96	124.97	66.95	-29.01	-30.23	-30.23

Annotations

8/05/24	nx-25	Visa replaces L'Occitane
9/18/23	nx-25	Eramet replaces Boiron
8/25/22	Tesla Motors	stock split 1:3 (three for one)
8/18/22	nx-25	Oatly Group replaces Beyond Meat
5/27/22	Tomra Systems	stock split 1:2 (two for one)
5/31/21	nx-25	Canadian National Railway replaces Kansas City Southern due to upcoming merger
6/06/20	nx-25	Deckers Outdoor Corporation replaces Geox
2/07/20	nx-25	Beyond Meat replaces SunOpta
1/02/18	HealthSouth	renames herself Encompass Health Corporation and gets new IDs and ticker
9/18/17	Umweltbank	stock split 1:5 (five for one)
7/26/17	nx-25	LTC Properties and Sprouts Farmers Market replace EnerNOC (->Enel) and Whole Foods (-> Amazon)
6/01/17	nx-25	Intel replaces Ricoh due to national weight shifts in MSCI World
2/17/16	SOM Price Index	The nx-25 index is published by Öko-Invest Verlag, Vienna. The index provided on this site is an equal weighted price index calculated on Dollar basis starting in 2005 with an initial value of 100 (Share-o-matic standard for comparability reasons). Therefore the gradient differs from the original nx-25 index.
1/25/16	nx-25	complete analysis
	nx-25	HealthSouth replaces Keurig Green Mountain (2015-12-31)
	HealthSouth	recording started
8/17/15	nx-25	complete analysis
	nx-25	Gaiam replaced by eBay
7/20/15	eBay	spin-off of PayPal ratio 2790 : 3839
3/14/15	nx-25	first complete analysis


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