Share-o-matic - Portfolio

Tue, Jan 18th, 2022, 6:33UTC

Assessment - GCX Global Challenges - 12/20/21 - RS = 29

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/20/21	⇓ Δwk	5/31/21	prc diff	⇓ Δ29	Curr	∅-RS
		GCX PR	3,239.210	Mon	0.46	3,229.340		2,830.510	398.830	14.09	EUR	9.26
		AMD	136.880	Fri	3.12	135.800		80.080	55.720	69.58	USD	43.00
		Dassault Systèmes	46.075	Mon	1.32	51.760		37.650	14.110	37.48	EUR	26.86
		STMicroelectronics	43.620	Mon	1.54	41.360		30.660	10.700	34.90	EUR	21.20
		FirstGroup	102.300	Mon	0.29	103.200		81.500	21.700	26.63	GBP	20.67
	L	Aurubis	94.300	Mon	0.66	85.480		78.200	7.280	9.31	EUR	17.11
		bioMérieux	104.700	Mon	1.11	122.800		94.020	28.780	30.61	EUR	15.57
		Severn Trent	2,893.000	Mon	0.07	2,921.000		2,453.000	468.000	19.08	GBP	15.44
		Sonova	327.700	Mon	1.96	333.400		319.800	13.600	4.25	CHF	13.36
		United Utilities	1,064.500	Mon	-0.14	1,101.500		983.600	117.900	11.99	GBP	11.61
		Atlas Copco A	584.000	Mon	0.41	586.400		502.800	83.600	16.63	SEK	11.29
		Geberit	651.800	Mon	0.03	721.200		650.600	70.600	10.85	CHF	11.07
	L	Union Pacific	246.270	Fri	-0.55	240.640		224.730	15.910	7.08	USD	9.79
		Pennon Group	1,114.000	Mon	0.36	1,190.000		1,057.000	133.000	12.58	GBP	9.68
	L	CSX	36.440	Fri	-0.82	35.310		33.373	1.937	5.80	USD	9.23
	L	Hannover Rück	175.700	Mon	-0.23	161.450		143.100	18.350	12.82	EUR	8.99
		Cdn Nat Railway	155.270	Mon	0.19	154.500		134.500	20.000	14.87	CAD	8.58
		Coloplast	999.600	Mon	0.73	1,090.500		960.600	129.900	13.52	DKK	7.66
		Interface	14.810	Fri	-2.05	14.420		16.340	-1.920	-11.75	USD	6.65
		Befesa	65.000	Mon	-4.69	63.500		59.300	4.200	7.08	EUR	5.42
		Fabege	137.500	Mon	-1.54	143.600		135.050	8.550	6.33	SEK	5.34
		Lenzing	123.400	Mon	-4.04	111.400		111.200	0.200	0.18	EUR	5.01
		Kurita Water	5,340.000	Mon	1.71	5,140.000		5,030.000	110.000	2.19	JPY	3.27
	S	EDP Renováveis	19.280	Mon	0.52	21.180		19.290	1.890	9.80	EUR	3.03
	L	Berkeley	4,467.000	Mon	0.22	4,641.000		4,679.000	-38.000	-0.81	GBP	2.29
		⇓instrument	freshest		⇓ Δday	12/20/21	⇓ Δwk	5/31/21	prc diff	⇓ Δ29	Curr	∅-RS
		Kingfisher	337.700	Mon	2.58	334.000		360.300	-26.300	-7.30	GBP	2.16
	L	Swiss Re	97.000	Mon	1.34	87.040		86.400	0.640	0.74	CHF	2.01
		Rockwool	2,564.000	Mon	-0.12	2,754.000		3,027.000	-273.000	-9.02	DKK	-1.12
		Ricoh	1,063.000	Mon	0.95	1,026.000		1,298.000	-272.000	-20.96	JPY	-2.67
		Ormat Technologies	76.570	Fri	0.94	74.010		69.050	4.960	7.18	USD	-3.48
		Gecina	122.000	Mon	-0.65	118.550		130.500	-11.950	-9.16	EUR	-4.27
	S	BillerudKorsnäs	161.250	Mon	0.22	162.000		164.050	-2.050	-1.25	SEK	-4.34
	S	First Solar	83.020	Fri	0.29	85.760		76.110	9.650	12.68	USD	-5.40
	S	Autodesk	259.100	Fri	-0.41	275.120		285.860	-10.740	-3.76	USD	-5.91
	S	Benesse	2,253.000	Mon	1.67	2,227.000		2,514.000	-287.000	-11.42	JPY	-6.71
	L	SKF B	230.500	Mon	0.26	203.100		223.900	-20.800	-9.29	SEK	-8.82
	S	Konica Minolta	533.000	Mon		496.000		598.000	-102.000	-17.06	JPY	-9.02
	S	Hannon Armstrong SIC	46.190	Fri	-0.02	51.070		49.820	1.250	2.51	USD	-10.16
		Intel	55.700	Fri	1.38	49.600		57.120	-7.520	-13.17	USD	-10.28
		Signify	44.770	Mon	0.86	38.830		50.760	-11.930	-23.50	EUR	-11.05
	L	Xerox	23.820	Fri	-0.46	20.160		23.450	-3.290	-14.03	USD	-11.09
		Ørsted	730.800	Mon	0.88	827.400		922.800	-95.400	-10.34	DKK	-13.34
	L	Smith and Nephew	1,257.500	Mon	-0.24	1,212.000		1,540.500	-328.500	-21.32	GBP	-14.78
		MillerKnoll	37.340	Fri	1.27	34.220		47.800	-13.580	-28.41	USD	-16.19
		Henkel	80.000	Mon	-2.84	69.760		93.820	-24.060	-25.64	EUR	-18.52
	S	Steelcase	12.890	Fri	1.26	10.950		14.470	-3.520	-24.33	USD	-19.63
	S	Pearson	616.000	Mon	1.92	593.600		818.200	-224.600	-27.45	GBP	-19.87
	S	Drägerwerk	51.500	Mon	0.88	52.600		74.600	-22.000	-29.49	EUR	-24.79
	S	Nordex	14.170	Mon	0.85	13.520		18.990	-5.470	-28.80	EUR	-26.43
	S	SunPower	20.160	Fri	0.25	19.860		23.390	-3.530	-15.09	USD	-27.09
		⇓instrument	freshest		⇓ Δday	12/20/21	⇓ Δwk	5/31/21	prc diff	⇓ Δ29	Curr	∅-RS
		Scatec	137.550	Mon	0.95	147.850		223.800	-75.950	-33.94	NOK	-30.23
GCX - 50 out of 50 instruments rated - 12/20/21 / 5/31/21 - 26 did rise, Market-Ratio(29) = 52.00 %

Technical Chart

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

1/01/18	scale up chart	1/10/22

Transactions GCX Global Challenges * A29 - 86/76 (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		1/09/06	7		- cash -
long	1/09/06	5/29/06	140		Nordex	100	1,689	EUR	5.920	15.300		9.380	158	25,843	1,089
short	5/29/06	12/11/06	196		Intel	100	1,451	USD	17.810	20.700	14.920	-2.890	-16	21,649	-28
long	12/11/06	6/11/07	182		Vestas Wind Systems	100	459	DKK	47.100	74.300		27.200	58	34,134	149
short	6/11/07	8/24/09	805		AMD	100	2,453	USD	13.910	4.000	48.372	34.462	248	118,670	76
long	8/24/09	12/21/09	119		Renault	100	3,493	EUR	33.965	34.700		0.735	2	121,237	7
short	12/21/09	2/27/12	798		REC Silicon	100	401	NOK	301.800	36.800	2,475.088	2,173.288	720	992,725	162
long	2/27/12	4/23/12	56		CA	100	36,713	USD	27.040	26.450		-0.590	-2	971,065	-13
short	4/23/12	2/11/13	294		REC Silicon	100	36,922	NOK	26.300	7.600	91.012	64.712	246	3,360,354	367
long	2/11/13	11/25/13	287		SunPower	100	355,969	USD	9.440	29.510		20.070	213	10,504,652	326
short	11/25/13	1/06/14	42		Aurubis	100	247,897	EUR	42.375	43.845	40.905	-1.470	-3	10,140,243	-26
long	1/06/14	2/03/14	28		Vestas Wind Systems	100	272,440	DKK	37.220	35.740		-1.480	-4	9,737,032	-41
short	2/03/14	3/03/14	28		Aurubis	100	239,828	EUR	40.600	38.880	42.396	1.796	4	10,167,787	76
long	3/03/14	4/14/14	42		Vestas Wind Systems	100	272,302	DKK	37.340	43.660		6.320	17	11,888,736	289
short	4/14/14	4/28/14	14		EJR	100	164,050	JPY	72.470	73.130	71.810	-0.660	-1	11,780,463	-21
long	4/28/14	5/19/14	21		Vestas Wind Systems	100	256,097	DKK	46.000	52.820		6.820	15	13,527,044	1,006
short	5/19/14	3/02/15	287		Energy Recovery	100	2,947,068	USD	4.590	3.440	6.124	1.534	33	18,049,025	44
long	3/02/15	6/01/15	91		Shimano	100	96,534	JPY	186.970	176.950		-10.020	-5	17,081,755	-20
short	6/01/15	10/05/20	1953		REC Silicon	100	1,060,319	NOK	16.110	5.040	51.495	35.385	220	54,600,612	24
long	10/05/20	11/02/20	28		SunPower	100	3,509,036	USD	15.560	16.845		1.285	8	59,109,723	181
short	11/02/20	4/05/21	154		Konica Minolta	100	20,960,894	JPY	2.820	5.870	0.000	-2.820	-100	2	-100
long	4/05/21	6/21/21	77		REC Silicon	100	0	NOK	19.200	17.800		-1.400	-7	2	0
short	6/21/21	1/17/22	210		bioMérieux	100	0	EUR	91.820	104.700	78.940	-12.880	-14	2	0
accum	1/09/06	1/17/22	5853	days out of 5860 invested (100%)								-100		2	-41

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	301.80	36.80	2,475.09	2,173.29	720.11
	short	4/23/12	2/11/13	294	26.30	7.60	91.01	64.71	246.05
	short	6/01/15	10/05/20	1953	16.11	5.04	51.49	35.38	219.64
	long	4/05/21	6/21/21	77	19.20	17.80		-1.40	-7.29	8,310.03
AMD	short	6/11/07	8/24/09	805	13.91	4.00	48.37	34.46	247.75	247.75
SunPower	long	2/11/13	11/25/13	287	9.44	29.51		20.07	212.61
	long	10/05/20	11/02/20	28	15.56	16.85		1.29	8.26	238.42
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	47.10	74.30		27.20	57.75
	long	1/06/14	2/03/14	28	37.22	35.74		-1.48	-3.98
	long	3/03/14	4/14/14	42	37.34	43.66		6.32	16.93
	long	4/28/14	5/19/14	21	46.00	52.82		6.82	14.83	103.37
Energy Recovery	short	5/19/14	3/02/15	287	4.59	3.44	6.12	1.53	33.43	33.43
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	72.47	73.13	71.81	-0.66	-0.91	-0.91
CA	long	2/27/12	4/23/12	56	27.04	26.45		-0.59	-2.18	-2.18
Shimano	long	3/02/15	6/01/15	91	186.97	176.95		-10.02	-5.36	-5.36
bioMérieux	short	6/21/21	1/17/22	210	91.82	104.70	78.94	-12.88	-14.03	-14.03
Intel	short	5/29/06	12/11/06	196	17.81	20.70	14.92	-2.89	-16.23	-16.23
Konica Minolta	short	11/02/20	4/05/21	154	2.82	5.87	0.00	-2.82	-100.00	-100.00

Annotations

7/07/21	Dassault Systèmes	stock split 1:5 (five for one)
6/29/21	CSX	stock split 1:3 (three for one)
6/19/18	Atlas Copco A	spin-off Epiroc
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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