Share-o-matic - Portfolio

Thu, Jun 4th, 2026, 10:53UTC

Assessment - STOXX Europe 50 in Japanese yen - 6/21/21 - RS = 22

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/21/21	Δwk	1/18/21	prc diff	⇓ Δ22	⇓∅-RS
		Stoxx 50	570,396.086	8/12/24	-0.16	465,637.068		398,719.048	66,918.020	16.78	17.80
		Novo Nordisk	15,765.817	8/12/24	-2.80	4,558.120		3,697.192	860.928	23.29	21.84
		Shell	4,336.183	8/12/24	0.93	2,205.315		2,084.596	120.719	5.79	21.33
	L	Münchener Rück	57,666.960	8/12/24	1.01	31,354.440		29,738.800	1,615.640	5.43	4.56
		RELX	541,739.104	8/12/24	0.57	296,568.023		255,482.512	41,085.511	16.08	16.51
		UBS	2,982.318	8/12/24	0.44	1,712.583		1,561.127	151.456	9.70	17.52
		Hermes International	263,387.800	8/12/24	-0.50	160,908.150		111,141.722	49,766.428	44.78	49.53
		SAP	24,855.090	8/12/24	-0.33	15,501.278		12,927.300	2,573.978	19.91	6.98
		Schneider Electric	27,737.125	8/12/24	0.38	17,644.094		15,370.264	2,273.830	14.79	20.54
		TotalEnergies	8,103.836	8/12/24	0.60	5,246.748		4,630.488	616.260	13.31	19.28
		Safran	25,235.860	8/12/24	-0.18	16,535.922		14,237.059	2,298.863	16.15	22.60
	L	AstraZeneca	1,960,754.957	8/12/24	0.63	1,289,986.516		1,079,110.808	210,875.708	19.54	14.29
	L	HSBC	98,789.524	8/12/24	0.22	65,442.882		56,758.243	8,684.639	15.30	21.30
		Axa	4,247.555	8/12/24	-0.77	2,865.623		2,471.013	394.610	15.97	18.37
	L	ABB	5,461.782	8/12/24	0.55	3,698.794		3,050.104	648.691	21.27	24.08
	L	Deutsche Telekom	3,247.049	8/12/24	0.49	2,338.716		1,870.727	467.989	25.02	21.11
		BP	67,445.061	8/12/24	1.35	48,612.301		42,301.087	6,311.214	14.92	24.78
		ASML	103,017.980	8/12/24	0.08	74,670.310		54,794.522	19,875.788	36.27	51.36
		EssilorLuxottica	27,218.490	8/12/24	-0.58	19,747.520		15,658.261	4,089.259	26.12	25.63
		ING Groep	1,999.962	8/12/24	0.21	1,457.693		997.846	459.846	46.08	47.54
		Glencore	62,942.075	8/12/24	1.27	46,218.891		38,991.363	7,227.528	18.54	48.99
		Banco Santander	536.886	8/12/24	-0.24	430.664		342.841	87.823	25.62	45.25
	L	Zurich Insurance	55,769.945	8/12/24	0.85	44,980.795		43,662.682	1,318.113	3.02	7.56
		Airbus	17,562.688	8/12/24	-0.45	14,826.396		11,418.447	3,407.949	29.85	43.78
		Allianz	33,599.670	8/12/24		28,518.360		25,187.198	3,331.162	13.23	17.06
		⇓instrument	freshest		⇓ Δday	6/21/21	Δwk	1/18/21	prc diff	⇓ Δ22	⇓∅-RS
		Siemens	20,640.360	8/12/24	0.01	17,922.450		15,005.885	2,916.565	19.44	17.19
	L	Richemont	15,385.640	8/12/24	1.22	13,633.453		9,968.404	3,665.049	36.77	56.05
	L	Novartis	11,610.038	8/12/24	0.16	10,340.302		9,895.090	445.212	4.50	10.22
	L	Iberdrola	1,589.387	8/12/24	0.29	1,423.949		1,488.818	-64.870	-4.36	2.31
		GSK	241,182.065	8/12/24	0.42	218,691.684		198,625.682	20,066.003	10.10	8.55
		BNP Paribas	7,779.525	8/12/24		7,071.818		5,610.303	1,461.515	26.05	34.06
	S	Air Liquide	21,309.990	8/12/24	-0.79	19,458.660		16,641.206	2,817.454	16.93	12.57
	L	Unilever Plc	723,239.348	8/12/24	-0.34	660,412.340		614,341.078	46,071.262	7.50	6.21
	S	Vinci	13,477.945	8/12/24	-0.77	12,344.826		10,600.787	1,744.039	16.45	16.96
		Sanofi	12,561.471	8/12/24	-0.60	11,583.286		10,221.382	1,361.904	13.32	8.43
	S	National Grid	150,109.753	8/12/24	-0.04	142,208.433		122,896.384	19,312.049	15.71	12.20
	L	BAT	429,739.799	8/12/24		431,350.748		387,308.108	44,042.640	11.37	11.18
		L´Oreal	49,454.145	8/12/24	-1.59	51,108.525		37,176.630	13,931.895	37.47	32.45
	S	LVMH	83,388.630	8/12/24	-0.14	89,297.130		62,564.174	26,732.956	42.73	47.52
		Anheuser-Busch InBev	7,247.760	8/12/24	-0.47	8,373.001		7,147.329	1,225.672	17.15	26.72
		Rio Tinto	758,219.953	8/12/24	0.56	888,630.102		841,374.049	47,256.053	5.62	18.68
	L	Prosus	4,313.205	8/12/24	1.77	5,095.753		5,342.967	-247.214	-4.63	-0.27
	L	Roche	33,339.554	8/12/24	0.25	41,902.467		36,651.284	5,251.183	14.33	14.20
		Enel	845.309	8/12/24	0.44	1,066.156		1,074.979	-8.823	-0.82	5.04
	L	Nestlé	10,637.934	8/12/24	-0.40	13,945.487		11,783.804	2,161.683	18.34	13.16
	S	Mercedes-Benz	7,547.124	8/12/24	-0.57	10,419.968		7,095.991	3,323.977	46.84	53.44
	S	Diageo	376,118.214	8/12/24	1.03	534,988.461		408,081.906	126,906.555	31.10	30.33
		Reckitt Benckiser	641,311.089	8/12/24		989,582.901		874,893.805	114,689.095	13.11	1.91
		Deutsche Post	4,732.052	8/12/24	-0.36	7,516.925		5,423.105	2,093.820	38.61	44.55
	S	BASF	5,420.064	8/12/24	-0.22	8,625.097		8,449.576	175.521	2.08	14.45
		⇓instrument	freshest		⇓ Δday	6/21/21	Δwk	1/18/21	prc diff	⇓ Δ22	⇓∅-RS
	L	Bayer	3,408.548	8/12/24	-0.04	6,852.547		6,590.118	262.429	3.98	2.67
Europe 50 - 50 out of 50 instruments rated - 6/21/21 / 1/18/21 - 47 did rise, Market-Ratio(22) in JPY = 94.00 %

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	7297	days out of 7458 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