Share-o-matic - The Engine for Profitable Investing and Trading

Assessment - STOXX Europe 50 in Dollar - 18/04/22 - RS = 22

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	18/04/22	⇓ Δwk	15/11/21	prc diff	⇓ Δ22	∅-RS
		Stoxx 50	4,684.286	12/08/24	-0.16	4,079.241		4,314.065	-234.824	-5.44	-2.40
		Glencore	534.256	12/08/24	1.27	686.036		486.628	199.408	40.98	39.89
		Shell	35.610	12/08/24	0.93	28.569		22.493	6.076	27.01	29.41
	L	Bayer	27.992	12/08/24	-0.04	72.568		57.389	15.180	26.45	23.28
		Novo Nordisk	129.450	12/08/24	-2.80	58.716		56.847	1.869	3.29	22.10
	L	AstraZeneca	16,643.017	12/08/24	0.63	13,720.722		12,050.480	1,670.242	13.86	17.36
		BP	572.478	12/08/24	1.35	520.192		458.948	61.244	13.34	14.37
	S	National Grid	1,274.141	12/08/24	-0.04	1,541.237		1,318.995	222.242	16.85	14.33
		GSK	2,047.169	12/08/24	0.42	2,308.340		2,148.716	159.624	7.43	12.92
	L	HSBC	838.532	12/08/24	0.22	680.306		586.802	93.504	15.93	12.51
		Sanofi	103.159	12/08/24	-0.60	111.214		102.620	8.593	8.37	8.67
	L	BAT	3,647.660	12/08/24		4,248.006		3,519.202	728.804	20.71	10.73
	L	Zurich Insurance	492.459	12/08/24	0.85	487.372		436.182	51.190	11.74	12.53
		Rio Tinto	6,435.821	12/08/24	0.56	8,089.704		6,065.551	2,024.153	33.37	9.52
		RELX	4,598.317	12/08/24	0.57	3,176.238		3,168.491	7.746	0.24	8.26
		TotalEnergies	66.551	12/08/24	0.60	50.345		49.721	0.624	1.26	3.82
	L	Roche	294.394	12/08/24	0.25	414.462		399.978	14.485	3.62	8.59
		Axa	34.882	12/08/24	-0.77	29.114		29.463	-0.350	-1.19	3.47
	S	Air Liquide	175.005	12/08/24	-0.79	175.652		173.157	2.495	1.44	2.75
	S	Diageo	3,192.516	12/08/24	1.03	5,161.549		5,128.979	32.570	0.64	5.12
	L	Novartis	102.519	12/08/24	0.16	92.589		82.597	9.992	12.10	6.17
		UBS	26.334	12/08/24	0.44	17.682		18.086	-0.404	-2.23	3.53
	L	Nestlé	93.935	12/08/24	-0.40	131.555		133.434	-1.879	-1.41	3.49
		Allianz	275.932	12/08/24		236.251		234.419	1.832	0.78	-1.70
	L	Richemont	135.858	12/08/24	1.22	126.638		151.536	-24.898	-16.43	1.63
		⇓instrument	freshest		⇓ Δday	18/04/22	⇓ Δwk	15/11/21	prc diff	⇓ Δ22	∅-RS
	L	Iberdrola	13.053	12/08/24	0.29	11.327		11.616	-0.288	-2.48	-3.39
		EssilorLuxottica	223.527	12/08/24	-0.58	180.342		210.185	-29.843	-14.20	-4.12
	L	Deutsche Telekom	26.666	12/08/24	0.49	18.654		19.070	-0.416	-2.18	-4.61
		Hermes International	2,163.030	12/08/24	-0.50	1,383.972		1,709.010	-325.038	-19.02	-5.87
		Banco Santander	4.409	12/08/24	-0.24	3.399		3.659	-0.260	-7.10	-5.81
		Anheuser-Busch InBev	59.521	12/08/24	-0.47	58.885		59.975	-1.090	-1.82	-6.57
		Reckitt Benckiser	5,443.491	12/08/24		7,886.550		8,364.656	-478.106	-5.72	-4.52
	L	Münchener Rück	473.581	12/08/24	1.01	260.405		290.418	-30.013	-10.33	-8.35
	S	Vinci	110.685	12/08/24	-0.77	97.013		107.816	-10.803	-10.02	-8.54
		Schneider Electric	227.787	12/08/24	0.38	152.383		178.010	-25.628	-14.40	-9.53
		Airbus	144.231	12/08/24	-0.45	114.427		129.930	-15.503	-11.93	-9.41
	S	LVMH	684.816	12/08/24	-0.14	690.099		821.236	-131.137	-15.97	-9.93
		L´Oreal	406.134	12/08/24	-1.59	389.744		483.137	-93.393	-19.33	-10.89
		Safran	207.245	12/08/24	-0.18	112.012		137.473	-25.461	-18.52	-13.08
	L	ABB	48.229	12/08/24	0.55	31.124		34.947	-3.822	-10.94	-10.46
		ASML	846.018	12/08/24	0.08	602.435		857.467	-255.032	-29.74	-16.07
		BNP Paribas	63.888	12/08/24		53.380		69.750	-16.370	-23.47	-16.75
		Enel	6.942	12/08/24	0.44	6.687		8.146	-1.459	-17.91	-18.77
	L	Unilever Plc	6,138.903	12/08/24	-0.34	4,465.485		5,250.585	-785.100	-14.95	-16.96
	S	Mercedes-Benz	61.980	12/08/24	-0.57	68.277		101.208	-32.931	-32.54	-19.69
		Siemens	169.506	12/08/24	0.01	126.159		170.969	-44.811	-26.21	-21.22
		SAP	204.118	12/08/24	-0.33	104.766		142.098	-37.333	-26.27	-22.07
		ING Groep	16.424	12/08/24	0.21	10.188		15.183	-4.995	-32.90	-23.04
	S	BASF	44.511	12/08/24	-0.22	55.704		71.061	-15.357	-21.61	-23.79
		Deutsche Post	38.861	12/08/24	-0.36	44.280		64.236	-19.956	-31.07	-27.28
		⇓instrument	freshest		⇓ Δday	18/04/22	⇓ Δwk	15/11/21	prc diff	⇓ Δ22	∅-RS
	L	Prosus	35.421	12/08/24	1.77	23.269		39.364	-16.095	-40.89	-37.67
Europe 50 - 50 out of 50 instruments rated - 18/04/22 / 15/11/21 - 20 did rise, Market-Ratio(22) in USD = 40.00 %

Technical Chart

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

3/01/22	scale up chart	1/07/24

Transactions STOXX Europe 50 in Dollar * 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
2/01/06		12/06/06	161		- cash -
short	12/06/06	26/06/06	14		Vodafone	100	4,624	2.162	2.094	2.232	0.070	3	10,324	129
long	26/06/06	21/01/08	574		ABB	100	845	12.207	21.665		9.458	77	18,315	44
short	21/01/08	21/04/08	91		UBS	100	499	36.684	35.295	38.128	1.444	4	19,036	17
long	21/04/08	28/04/08	7		Rio Tinto	100	184	102.938	102.115		-0.823	-1	18,885	-34
short	28/04/08	23/06/08	56		UBS	100	537	35.126	21.301	57.924	22.798	65	31,127	2,505
long	23/06/08	30/06/08	7		Rio Tinto	100	319	97.522	99.043		1.521	2	31,612	124
short	30/06/08	11/08/08	42		UBS	100	1,501	21.051	21.417	20.684	-0.367	-2	31,062	-14
long	11/08/08	8/09/08	28		AstraZeneca	100	626	49.578	46.100		-3.478	-7	28,885	-61
short	8/09/08	30/03/09	203		UBS	100	1,331	21.687	8.860	53.082	31.395	145	70,671	400
long	30/03/09	6/04/09	7		AstraZeneca	100	2,099	33.664	35.243		1.580	5	73,987	993
short	6/04/09	13/04/09	7		Lloyds Bank	100	62,558	1.183	1.290	1.076	-0.107	-9	67,281	-99
long	13/04/09	30/08/10	504		Deutsche Bank	100	1,697	39.624	49.221		9.597	24	83,568	17
short	30/08/10	6/09/10	7		BP	100	14,139	5.910	6.281	5.540	-0.370	-6	78,331	-97
long	6/09/10	8/08/11	336		Novo Nordisk	100	8,928	8.773	10.958		2.184	25	97,832	27
short	8/08/11	19/12/11	133		Lloyds Bank	100	181,632	0.539	0.365	0.795	0.257	48	144,470	191
long	19/12/11	20/10/14	1036		Roche	100	853	169.180	284.848		115.668	68	243,135	20
short	20/10/14	10/11/14	21		Deutsche Bank	100	8,817	27.573	26.790	28.380	0.806	3	250,246	65
long	10/11/14	24/08/15	287		Novartis	100	3,253	76.924	80.211		3.287	4	260,937	5
short	24/08/15	26/10/15	63		Rio Tinto	100	7,676	33.991	38.176	29.805	-4.185	-12	228,811	-53
long	26/10/15	14/12/15	49		SAP	100	2,951	77.515	76.278		-1.237	-2	225,160	-11
short	14/12/15	28/12/15	14		Rio Tinto	100	8,049	27.973	29.853	26.094	-1.879	-7	210,033	-84
long	28/12/15	4/01/16	7		SAP	100	2,628	79.913	76.445		-3.468	-4	200,920	-90
short	4/01/16	25/01/16	21		Rio Tinto	100	7,175	28.001	22.920	34.208	6.207	22	245,457	3,146
long	25/01/16	28/03/16	63		SAP	100	3,112	78.851	79.305		0.455	1	246,872	3
short	28/03/16	18/04/16	21		Credit Suisse	100	17,232	14.326	15.076	13.577	-0.750	-5	233,956	-61
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	18/04/16	25/04/16	7		BAT	100	3,828	61.117	60.290		-0.827	-1	230,790	-51
short	25/04/16	16/05/16	21		Credit Suisse	100	15,262	15.121	13.694	16.697	1.576	10	254,845	460
long	16/05/16	5/03/18	658		BAT	100	4,204	60.615	58.436		-2.179	-4	245,683	-2
short	5/03/18	23/04/18	49		Imperial Brands	100	6,877	35.725	33.360	38.257	2.532	7	263,096	67
long	23/04/18	15/10/18	175		LVMH	100	766	343.022	302.075		-40.946	-12	231,731	-23
short	15/10/18	12/11/18	28		Intesa Sanpaolo	100	97,868	2.368	2.204	2.544	0.176	7	248,929	154
long	12/11/18	10/12/18	28		AstraZeneca	100	3,097	80.356	75.459		-4.897	-6	233,763	-56
short	10/12/18	11/02/19	63		Bayer	100	3,383	69.083	77.020	61.146	-7.937	-11	206,912	-51
long	11/02/19	2/03/20	385		Roche	100	762	271.318	328.913		57.595	21	250,799	20
short	2/03/20	22/06/20	112		Anheuser-Busch InBev	100	4,319	58.062	50.637	66.575	8.514	15	287,570	56
long	22/06/20	29/06/20	7		ASML	100	791	363.356	361.860		-1.496	0	286,387	-19
short	29/06/20	27/07/20	28		Airbus	100	4,025	71.148	72.847	69.449	-1.699	-2	279,547	-27
long	27/07/20	20/06/22	693		ASML	100	733	381.117	481.315		100.198	26	352,992	13
short	20/06/22	27/06/22	7		Adyen	100	270	1,303.788	1,504.988	1,102.587	-201.201	-15	298,668	-100
long	27/06/22	11/07/22	14		BAT	100	6,802	43.906	40.282		-3.624	-8	274,015	-89
short	11/07/22	25/07/22	14		Adidas	100	1,669	164.147	179.961	148.332	-15.815	-10	247,620	-93
long	25/07/22	5/09/22	42		Novo Nordisk	100	4,308	57.470	52.299		-5.171	-9	225,344	-56
short	5/09/22	7/11/22	63		Adidas	100	1,561	144.277	115.283	180.562	36.286	25	281,986	267
long	7/11/22	23/10/23	350		BP	100	48,762	5.783	6.513		0.730	13	317,581	13
short	23/10/23	30/10/23	7		Adyen	100	436	727.757	671.835	788.335	60.578	8	343,992	6,366
long	30/10/23	12/08/24	287		Novo Nordisk	100	3,569	96.364	128.428		32.064	33	458,430	44
accum	12/06/06	12/08/24	7259	days out of 7420 invested (98%)							4,484		458,430	21

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
UBS	short	21/01/08	21/04/08	91	36.68	35.30	38.13	1.44	3.94
	short	28/04/08	23/06/08	56	35.13	21.30	57.92	22.80	64.90
	short	30/06/08	11/08/08	42	21.05	21.42	20.68	-0.37	-1.74
	short	8/09/08	30/03/09	203	21.69	8.86	53.08	31.39	144.76	312.20
Roche	long	19/12/11	20/10/14	1036	169.18	284.85		115.67	68.37
	long	11/02/19	2/03/20	385	271.32	328.91		57.60	21.23	104.11
ABB	long	26/06/06	21/01/08	574	12.21	21.66		9.46	77.48	77.48
Novo Nordisk	long	6/09/10	8/08/11	336	8.77	10.96		2.18	24.90
	long	25/07/22	5/09/22	42	57.47	52.30		-5.17	-9.00
	long	30/10/23	12/08/24	287	96.36	128.43		32.06	33.27	51.48
Lloyds Bank	short	6/04/09	13/04/09	7	1.18	1.29	1.08	-0.11	-9.06
	short	8/08/11	19/12/11	133	0.54	0.36	0.80	0.26	47.67	34.29
Deutsche Bank	long	13/04/09	30/08/10	504	39.62	49.22		9.60	24.22
	short	20/10/14	10/11/14	21	27.57	26.79	28.38	0.81	2.92	27.85
ASML	long	22/06/20	29/06/20	7	363.36	361.86		-1.50	-0.41
	long	27/07/20	20/06/22	693	381.12	481.32		100.20	26.29	25.77
Anheuser-Busch InBev	short	2/03/20	22/06/20	112	58.06	50.64	66.58	8.51	14.66	14.66
Adidas	short	11/07/22	25/07/22	14	164.15	179.96	148.33	-15.81	-9.63
	short	5/09/22	7/11/22	63	144.28	115.28	180.56	36.29	25.15	13.09
Intesa Sanpaolo	short	15/10/18	12/11/18	28	2.37	2.20	2.54	0.18	7.42	7.42
Imperial Brands	short	5/03/18	23/04/18	49	35.72	33.36	38.26	2.53	7.09	7.09
BP	short	30/08/10	6/09/10	7	5.91	6.28	5.54	-0.37	-6.27
	long	7/11/22	23/10/23	350	5.78	6.51		0.73	12.62	5.56
Credit Suisse	short	28/03/16	18/04/16	21	14.33	15.08	13.58	-0.75	-5.23
	short	25/04/16	16/05/16	21	15.12	13.69	16.70	1.58	10.42	4.65
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Novartis	long	10/11/14	24/08/15	287	76.92	80.21		3.29	4.27	4.27
Vodafone	short	12/06/06	26/06/06	14	2.16	2.09	2.23	0.07	3.24	3.24
Rio Tinto	long	21/04/08	28/04/08	7	102.94	102.11		-0.82	-0.80
	long	23/06/08	30/06/08	7	97.52	99.04		1.52	1.56
	short	24/08/15	26/10/15	63	33.99	38.18	29.81	-4.19	-12.31
	short	14/12/15	28/12/15	14	27.97	29.85	26.09	-1.88	-6.72
	short	4/01/16	25/01/16	21	28.00	22.92	34.21	6.21	22.17	0.68
Airbus	short	29/06/20	27/07/20	28	71.15	72.85	69.45	-1.70	-2.39	-2.39
SAP	long	26/10/15	14/12/15	49	77.51	76.28		-1.24	-1.60
	long	28/12/15	4/01/16	7	79.91	76.45		-3.47	-4.34
	long	25/01/16	28/03/16	63	78.85	79.31		0.45	0.58	-5.32
Adyen	short	20/06/22	27/06/22	7	1,303.79	1,504.99	1,102.59	-201.20	-15.43
	short	23/10/23	30/10/23	7	727.76	671.83	788.34	60.58	8.32	-8.39
AstraZeneca	long	11/08/08	8/09/08	28	49.58	46.10		-3.48	-7.02
	long	30/03/09	6/04/09	7	33.66	35.24		1.58	4.69
	long	12/11/18	10/12/18	28	80.36	75.46		-4.90	-6.09	-8.58
Bayer	short	10/12/18	11/02/19	63	69.08	77.02	61.15	-7.94	-11.49	-11.49
LVMH	long	23/04/18	15/10/18	175	343.02	302.08		-40.95	-11.94	-11.94
BAT	long	18/04/16	25/04/16	7	61.12	60.29		-0.83	-1.35
	long	16/05/16	5/03/18	658	60.62	58.44		-2.18	-3.60
	long	27/06/22	11/07/22	14	43.91	40.28		-3.62	-8.25	-12.75

Annotations

19/02/24	Stoxx 50	Component update: Glencore, ING and Munich Re replace Adidas, Adyen and Kering
14/09/23	Prosus	stock split 1:2.1796 (two-point-onesevenninesix for one)
13/09/23	Novo Nordisk	stock split 1:2 (two for one)
18/07/22	GlaxoSmithKline	demergers OTC business -> Haleon
24/09/18	Europe 50	Safran replaces Imperial Brands
31/05/17	Europe 50	Glencore replaces Syngenta (acquired by ChemChina)
4/10/16	AB InBev	acquisition of SAB Miller completed
19/09/16	Europe 50	Syngenta replaces Richemont
8/08/16	Europe 50	ASML and Vinci replace Credit Suisse and Deutsche Bank
21/09/15	Europe 50	Imperial Tobacco and Intesa Sanpaolo replace BHP Biliton and Glencore
14/09/15	Europe 50	complete analysis ex BHP Biliton, Glencore - in Imperial Tobacco, Intesa Sanpaolo
5/09/15	Europe 50	complete analysis
9/07/15	Europe 50	market adjustment to index: Novo Nordisk replaces Standard Chartered
22/09/14	Europe 50	BT Group and Prudential replace Ericsson and Tesco.


	is taking down something concerning