Share-o-matic - Portfolio

Sat, Jan 17th, 2026, 10:30UTC

Assessment - STOXX Europe 50 in Japanese yen - 7/25/22 - RS = 22

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/25/22	⇓ Δwk	2/21/22	prc diff	Δ22	⇓∅-RS
		Stoxx 50	607,061.303	8/12/24	-0.16	500,536.103		478,233.151	22,302.953	4.66	4.02
		Novo Nordisk	16,761.172	8/12/24	-2.80	7,854.981		5,696.513	2,158.468	37.89	26.35
	L	AstraZeneca	2,105,739.012	8/12/24	0.63	1,781,145.440		1,430,479.093	350,666.347	24.51	24.71
	L	Prosus	4,590.459	8/12/24	1.77	4,334.735		3,576.814	757.921	21.19	16.58
		GSK	259,015.785	8/12/24	0.42	287,487.749		245,900.138	41,587.611	16.91	15.45
	L	Iberdrola	1,691.553	8/12/24	0.29	1,394.326		1,187.497	206.829	17.42	5.12
	L	Bayer	3,627.650	8/12/24	-0.04	8,061.601		6,904.930	1,156.670	16.75	15.86
	L	Deutsche Telekom	3,455.770	8/12/24	0.49	2,540.753		2,180.984	359.769	16.50	11.91
		Sanofi	13,368.926	8/12/24	-0.60	13,701.507		11,998.667	1,702.840	14.19	13.43
		RELX	581,796.906	8/12/24	0.57	386,381.689		346,129.040	40,252.649	11.63	9.50
	L	Novartis	13,701.917	8/12/24	0.16	11,754.415		9,888.437	1,865.978	18.87	15.05
		Shell	4,614.914	8/12/24	0.93	3,406.861		3,039.055	367.806	12.10	20.80
		Glencore	67,596.200	8/12/24	1.27	71,311.725		65,325.212	5,986.513	9.16	14.32
	L	BAT	461,516.039	8/12/24		571,169.349		526,228.703	44,940.647	8.54	23.57
	S	National Grid	161,209.315	8/12/24	-0.04	182,728.057		168,749.632	13,978.425	8.28	12.33
	S	Diageo	403,929.514	8/12/24	1.03	613,267.653		568,439.561	44,828.092	7.89	6.24
		L´Oreal	52,633.071	8/12/24	-1.59	49,433.025		45,110.562	4,322.463	9.58	1.71
	L	Unilever Plc	776,717.817	8/12/24	-0.34	645,315.089		601,895.575	43,419.515	7.21	8.61
		Hermes International	280,318.440	8/12/24	-0.50	168,945.660		156,249.600	12,696.060	8.13	1.68
		Reckitt Benckiser	688,731.539	8/12/24		1,046,278.774		991,173.492	55,105.282	5.56	11.58
		BP	72,432.149	8/12/24	1.35	63,715.906		60,721.102	2,994.804	4.93	14.41
		Anheuser-Busch InBev	7,713.648	8/12/24	-0.47	7,488.667		7,082.013	406.653	5.74	7.72
	L	Nestlé	12,554.661	8/12/24	-0.40	16,554.476		14,889.730	1,664.746	11.18	10.66
		TotalEnergies	8,624.753	8/12/24	0.60	6,861.234		6,502.588	358.646	5.52	15.80
	L	Zurich Insurance	65,818.490	8/12/24	0.85	58,382.573		53,424.903	4,957.670	9.28	11.72
		⇓instrument	freshest		⇓ Δday	7/25/22	⇓ Δwk	2/21/22	prc diff	Δ22	⇓∅-RS
	L	Roche	39,346.625	8/12/24	0.25	46,442.615		42,586.886	3,855.729	9.05	3.93
	L	HSBC	106,094.315	8/12/24	0.22	86,750.516		85,484.805	1,265.710	1.48	19.91
		ASML	109,640.004	8/12/24	0.08	73,824.642		71,718.566	2,106.076	2.94	-7.19
	S	LVMH	88,748.874	8/12/24	-0.14	89,070.276		87,525.818	1,544.458	1.76	4.36
		Airbus	18,691.622	8/12/24	-0.45	14,790.082		14,601.525	188.556	1.29	3.10
		EssilorLuxottica	28,968.102	8/12/24	-0.58	21,512.973		21,361.924	151.049	0.71	-0.83
		Safran	26,858.028	8/12/24	-0.18	14,337.324		14,453.088	-115.764	-0.80	2.87
	S	Vinci	14,344.311	8/12/24	-0.77	12,583.587		12,937.467	-353.880	-2.74	4.72
		Schneider Electric	29,520.075	8/12/24	0.38	17,378.066		18,161.412	-783.345	-4.31	-8.02
		SAP	26,452.782	8/12/24	-0.33	12,577.997		13,153.612	-575.615	-4.38	-12.45
		UBS	3,519.668	8/12/24	0.44	2,288.138		2,279.245	8.893	0.39	10.63
	L	ABB	6,445.878	8/12/24	0.55	3,899.253		3,887.386	11.867	0.31	-0.93
	S	Air Liquide	22,679.802	8/12/24	-0.79	18,015.281		19,098.909	-1,083.629	-5.67	-8.19
	L	Münchener Rück	61,373.808	8/12/24	1.01	30,756.774		33,489.498	-2,732.724	-8.16	-3.77
		Rio Tinto	814,284.992	8/12/24	0.56	799,126.307		890,180.105	-91,053.797	-10.23	-2.48
	L	Richemont	18,157.802	8/12/24	1.22	15,402.971		16,137.858	-734.887	-4.55	6.27
		Allianz	35,759.466	8/12/24		24,373.451		27,128.837	-2,755.386	-10.16	-8.75
		Axa	4,520.589	8/12/24	-0.77	2,993.930		3,459.627	-465.697	-13.46	-7.64
		Deutsche Post	5,036.230	8/12/24	-0.36	5,275.884		6,210.271	-934.387	-15.05	-16.06
		Siemens	21,967.128	8/12/24	0.01	14,588.856		17,393.185	-2,804.329	-16.12	-15.47
		Enel	899.646	8/12/24	0.44	663.765		819.790	-156.025	-19.03	-22.87
		ING Groep	2,128.520	8/12/24	0.21	1,296.787		1,607.808	-311.021	-19.34	-10.98
	S	Mercedes-Benz	8,032.255	8/12/24	-0.57	7,748.583		9,639.298	-1,890.715	-19.61	-15.62
		Banco Santander	571.397	8/12/24	-0.24	343.132		427.798	-84.667	-19.79	-13.49
		BNP Paribas	8,279.595	8/12/24		6,249.872		7,950.500	-1,700.629	-21.39	-12.40
		⇓instrument	freshest		⇓ Δday	7/25/22	⇓ Δwk	2/21/22	prc diff	Δ22	⇓∅-RS
	S	BASF	5,768.467	8/12/24	-0.22	6,028.384		8,605.447	-2,577.063	-29.95	-20.40
Europe 50 - 50 out of 50 instruments rated - 7/25/22 / 2/21/22 - 32 did rise, Market-Ratio(22) in JPY = 64.00 %

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