Share-o-matic - Portfolio

Fri, Jul 10th, 2026, 16:31UTC

Assessment - Bayrischer Aktienindex in Dollar - 1/16/23 - RS = 21

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	1/16/23	⇓ Δwk	8/22/22	prc diff	⇓ Δ21	∅-RS
		BAX	867.546	8/12/24	-0.03	892.995		754.800	138.195	18.31	6.22
	S	Vitesco Technologies	56.307	8/12/24	-0.10	69.072		49.533	19.539	39.45	46.05
		Adtran Networks	20.662	8/12/24		24.556		18.130	6.426	35.44	35.54
	L	Münchener Rück	475.118	8/12/24	1.01	349.631		230.479	119.153	51.70	34.41
		Krones	127.434	8/12/24	0.68	113.587		83.747	29.840	35.63	26.29
		Siemens	170.056	8/12/24	0.01	153.959		103.020	50.939	49.45	26.51
	L	Siemens Energy	26.233	8/12/24	0.25	20.916		15.105	5.811	38.47	26.17
		MTU Aero Engines	279.748	8/12/24	0.23	240.804		186.022	54.782	29.45	23.55
	L	Infineon	32.756	8/12/24	0.36	34.363		25.050	9.313	37.18	19.80
	L	SFC Energy	21.225	8/12/24	-0.71	27.802		19.849	7.953	40.07	19.43
	S	BMW	85.439	8/12/24	-0.90	99.351		72.541	26.809	36.96	19.18
		Allianz	276.828	8/12/24		236.910		172.362	64.547	37.45	17.55
	S	Schaeffler	5.026	8/12/24	0.17	6.923		5.260	1.663	31.62	16.21
		CTS Eventim	83.297	8/12/24	-0.32	68.477		52.652	15.824	30.05	16.16
	L	Koenig & Bauer	10.353	8/12/24	-4.20	19.256		12.358	6.897	55.81	16.69
		Hensoldt	37.473	8/12/24	0.99	25.314		22.452	2.862	12.75	14.60
		Atoss	146.906	8/12/24	0.74	86.110		70.137	15.973	22.77	15.31
		Stemmer Imaging	52.034	8/12/24	-0.21	36.781		31.095	5.686	18.29	13.97
	L	Knaus Tabbert	34.671	8/12/24	-1.69	39.160		30.896	8.264	26.75	13.22
		Rational	937.362	8/12/24	1.40	679.358		571.726	107.631	18.83	10.61
		Mutares	33.806	8/12/24	0.16	21.592		16.292	5.300	32.53	9.93
	S	Siltronic	79.511	8/12/24	0.75	88.706		70.087	18.619	26.56	8.24
	S	BayWa	14.929	8/12/24	0.44	47.436		44.506	2.930	6.58	5.72
		Wacker Neuson	15.188	8/12/24	-0.28	19.883		16.978	2.905	17.11	5.94
		Traton	28.884	8/12/24		16.984		13.918	3.066	22.03	5.89
		⇓instrument	freshest		⇓ Δday	1/16/23	⇓ Δwk	8/22/22	prc diff	⇓ Δ21	∅-RS
		Pro7-Sat1	6.296	8/12/24	0.17	10.069		7.598	2.471	32.53	5.71
	L	Puma	37.657	8/12/24	-0.29	68.736		63.402	5.335	8.41	5.23
	L	AUTO1	8.789	8/12/24	0.18	9.952		10.461	-0.509	-4.86	4.63
	L	Cancom	32.843	8/12/24	-0.52	36.997		30.340	6.657	21.94	3.51
		Siemens Healthineers	54.392	8/12/24	0.08	54.327		48.142	6.185	12.85	2.76
		Wacker Chemie	90.934	8/12/24	-0.33	143.390		140.175	3.215	2.29	0.87
		7C Solarparken	2.472	8/12/24	0.88	4.819		5.285	-0.466	-8.81	0.12
	L	Deutsche Pfandbrief	5.348	8/12/24	0.20	9.325		8.693	0.632	7.27	-0.43
		Patrizia Immobilien	7.735	8/12/24	1.27	12.462		12.120	0.342	2.82	-0.98
		Adidas	229.770	8/12/24	-1.03	161.856		155.951	5.905	3.79	-1.65
	L	Umweltbank	6.101	8/12/24	-1.40	15.091		14.852	0.239	1.61	-2.18
		Scout24	74.156	8/12/24	0.51	54.370		56.825	-2.455	-4.32	-3.98
	S	Medigene	1.190	8/12/24	0.46	2.434		2.494	-0.060	-2.39	-4.07
	S	Sixt	65.718	8/12/24	-2.49	106.772		100.238	6.533	6.52	-5.85
	L	WashTec	39.377	8/12/24	-0.27	40.513		40.284	0.229	0.57	-7.59
		Nemetschek	94.548	8/12/24	0.52	58.113		63.799	-5.686	-8.91	-7.67
	L	Dermapharm	38.025	8/12/24	0.29	43.964		50.070	-6.106	-12.20	-12.89
		Morphosys	72.750	8/02/24		17.903		19.273	-1.369	-7.11	-13.16
	L	Steico	29.046	8/12/24	0.56	57.334		79.376	-22.042	-27.77	-16.00
		Synlab	11.964	8/12/24	1.10	11.759		15.488	-3.729	-24.08	-26.29
BAX - 44 out of 43 instruments rated - 1/16/23 / 8/22/22 - 35 did rise, Market-Ratio(21) in USD = 79.55 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	BAX RS = 21 - B/S = 64/61

1/03/22	scale up chart	7/01/24

Transactions Bayrischer Aktienindex in Dollar * A21 - 64/61 (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	10/16/06	126		MTU Aero Engines	100	338	29.550	38.412	20.688	-8.862	-30	7,005	-64
long	10/16/06	10/30/06	14		Wirecard	100	1,295	5.405	6.615		1.210	22	8,572	19,273
short	10/30/06	11/06/06	7		Phoenix Solar	100	503	17.009	17.281	16.737	-0.272	-2	8,435	-57
long	11/06/06	8/06/07	273		Wirecard	100	1,318	6.399	11.129		4.731	74	14,670	110
short	8/06/07	6/16/08	315		Patrizia Immobilien	100	876	16.735	5.461	51.287	34.551	206	44,937	266
long	6/16/08	6/23/08	7		Phoenix Solar	100	621	72.315	75.101		2.785	4	46,666	618
short	6/23/08	4/27/09	308		Pro7-Sat1	100	4,869	9.583	2.423	37.894	28.311	295	184,514	410
long	4/27/09	5/18/09	21		Steico	100	49,764	3.708	4.723		1.015	27	235,032	6,609
short	5/18/09	6/15/09	28		Grammer	100	36,668	6.410	7.639	5.181	-1.229	-19	189,965	-94
long	6/15/09	7/06/09	21		Pro7-Sat1	100	32,117	5.915	5.452		-0.463	-8	175,096	-76
short	7/06/09	7/13/09	7		Grammer	100	23,858	7.339	7.456	7.222	-0.117	-2	172,298	-57
long	7/13/09	2/08/10	210		Infineon	100	48,568	3.548	5.416		1.868	53	263,034	109
short	2/08/10	3/01/10	21		Phoenix Solar	100	6,688	39.325	38.797	39.860	0.535	1	266,615	26
long	3/01/10	5/24/10	84		Pro7-Sat1	100	17,755	15.016	15.155		0.140	1	269,094	4
short	5/24/10	6/07/10	14		Phoenix Solar	100	7,953	33.832	32.341	35.392	1.559	5	281,496	224
long	6/07/10	8/23/10	77		Cancom	100	86,782	3.244	4.475		1.231	38	388,367	360
short	8/23/10	9/13/10	21		Phoenix Solar	100	10,464	37.113	36.152	38.100	0.987	3	398,689	58
long	9/13/10	5/30/11	259		Grammer	100	20,549	19.402	25.128		5.726	30	516,361	44
short	5/30/11	6/06/11	7		Phoenix Solar	100	23,342	22.121	24.731	19.511	-2.610	-12	455,436	-100
long	6/06/11	6/13/11	7		Zooplus	100	6,668	68.295	70.008		1.712	3	466,855	264
short	6/13/11	1/02/12	203		Phoenix Solar	100	19,314	24.171	3.227	181.063	156.892	649	3,497,064	3,636
long	1/02/12	1/09/12	7		Wirecard	100	211,154	16.562	16.803		0.241	1	3,548,009	113
short	1/09/12	1/16/12	7		Phoenix Solar	100	1,310,052	2.708	2.903	2.514	-0.194	-7	3,293,211	-98
long	1/16/12	6/18/12	154		Wirecard	100	197,716	16.656	18.958		2.302	14	3,748,336	36
short	6/18/12	10/29/12	133		Phoenix Solar	100	1,852,970	2.023	1.333	3.071	1.048	52	5,689,915	214
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	10/29/12	6/24/13	238		KUKA	100	188,142	30.243	41.754		11.512	38	7,855,736	64
short	6/24/13	7/01/13	7		SFC Energy	100	1,260,356	6.233	6.050	6.422	0.189	3	8,093,754	374
long	7/01/13	4/14/14	287		Morphosys	100	140,926	57.433	80.523		23.091	40	11,347,830	54
short	4/14/14	4/21/14	7		Adtran Networks	100	2,563,771	4.426	4.428	4.425	-0.002	0	11,343,662	-2
long	4/21/14	5/05/14	14		Sixt	100	284,259	39.906	40.085		0.179	0	11,394,497	12
short	5/05/14	6/09/14	35		Adtran Networks	100	2,566,328	4.440	4.344	4.538	0.098	2	11,645,484	26
long	6/09/14	6/16/14	7		Cancom	100	434,005	26.833	24.978		-1.855	-7	10,840,461	-98
short	6/16/14	6/23/14	7		Adtran Networks	100	2,546,805	4.256	4.212	4.302	0.045	1	10,955,595	73
long	6/23/14	7/14/14	21		Wacker Neuson	100	486,011	22.542	23.386		0.844	4	11,365,649	89
short	7/14/14	7/28/14	14		Phoenix Solar	100	2,978,166	3.816	2.661	5.473	1.657	43	16,300,696	> 999,999
long	7/28/14	8/04/14	7		Nemetschek	100	1,908,878	8.539	8.222		-0.318	-4	15,694,013	-86
short	8/04/14	12/29/14	147		Phoenix Solar	100	6,354,283	2.470	1.899	3.212	0.742	30	20,410,594	92
long	12/29/14	7/27/15	210		KUKA	100	283,242	72.060	82.462		10.401	14	23,356,661	26
short	7/27/15	11/09/15	105		Grammer	100	801,729	29.133	25.451	33.348	4.215	14	26,735,913	60
long	11/09/15	11/16/15	7		Adtran Networks	100	2,449,100	10.917	11.252		0.336	3	27,558,157	385
short	11/16/15	11/23/15	7		Leoni	100	742,557	37.112	38.301	35.924	-1.189	-3	26,675,273	-82
long	11/23/15	12/14/15	21		Adtran Networks	100	2,262,620	11.790	10.836		-0.954	-8	24,517,819	-77
short	12/14/15	7/04/16	203		Leoni	100	671,195	36.529	27.871	47.875	11.346	31	32,133,407	63
long	7/04/16	7/18/16	14		Koenig & Bauer	100	666,314	48.226	49.313		1.087	2	32,857,728	79
short	7/18/16	7/25/16	7		Siltronic	100	2,044,651	16.070	16.105	16.035	-0.035	0	32,786,187	-11
long	7/25/16	8/01/16	7		Koenig & Bauer	100	597,949	54.831	55.293		0.462	1	33,062,654	55
short	8/01/16	11/21/16	112		Telefonica D	100	8,010,677	4.127	3.795	4.489	0.362	9	35,962,333	32
long	11/21/16	12/05/16	14		Siltronic	100	919,906	39.093	44.979		5.886	15	41,376,704	3,772
short	12/05/16	1/02/17	28		SFC Energy	100	17,391,205	2.379	2.061	2.746	0.367	15	47,763,206	550
long	1/02/17	3/05/18	427		Siltronic	100	1,019,062	46.870	148.883		102.014	218	152m	169
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	3/05/18	5/07/18	63		Umweltbank	100	12,324,729	12.310	11.612	13.051	0.740	6	161m	40
long	5/07/18	5/14/18	7		SFC Energy	100	15,579,045	10.324	10.361		0.037	0	161m	20
short	5/14/18	7/30/18	77		Osram Licht	100	2,678,805	60.258	44.031	82.466	22.208	37	221m	342
long	7/30/18	8/06/18	7		Wirecard	100	1,177,309	187.640	191.991		4.352	2	226m	231
short	8/06/18	4/15/19	252		Osram Licht	100	4,925,963	45.886	37.017	56.881	10.995	24	280m	36
long	4/15/19	6/10/19	56		Adtran Networks	100	25,996,336	10.778	7.798		-2.981	-28	203m	-88
short	6/10/19	7/08/19	28		Leoni	100	13,248,132	15.301	15.464	15.138	-0.163	-1	201m	-13
long	7/08/19	7/15/19	7		SFC Energy	100	14,354,128	13.972	14.191		0.219	2	204m	125
short	7/15/19	11/04/19	112		Leoni	100	13,614,001	14.962	13.390	16.719	1.757	12	228m	44
long	11/04/19	11/25/19	21		va-Q-tec	100	19,087,503	11.925	13.101		1.177	10	250m	413
short	11/25/19	12/16/19	21		STS	100	45,401,018	5.508	5.343	5.679	0.170	3	258m	70
long	12/16/19	3/02/20	77		va-Q-tec	100	16,228,400	15.886	12.338		-3.548	-22	200m	-70
short	3/02/20	8/03/20	154		Koenig & Bauer	100	8,563,697	23.381	22.335	24.477	1.096	5	210m	11
long	8/03/20	10/26/20	84		Steico	100	4,525,762	46.315	54.242		7.928	17	245m	99
short	10/26/20	11/09/20	14		Leoni	100	41,216,766	5.956	7.064	4.848	-1.108	-19	200m	-100
long	11/09/20	9/06/21	301		va-Q-tec	100	5,728,702	34.878	33.658		-1.220	-3	193m	-4
short	9/06/21	2/06/23	518		Morphosys	100	3,372,274	57.177	20.414	160.149	102.972	180	540m	107
long	2/06/23	6/05/23	119		va-Q-tec	100	20,445,817	26.414	23.465		-2.949	-11	480m	-30
short	6/05/23	8/18/23	74		Leoni	100	1593,464,071	0.301	0.044	2.078	1.777	590	3,312m	> 999,999
8/18/23		2/19/24	185		- cash -
long	2/19/24	7/01/24	133		Morphosys	100	46,921,531	70.583	72.509		1.926	3	3,402m	8
short	7/01/24	8/12/24	42		Medigene	100	2844,749,357	1.196	1.180	1.212	0.016	1	3,449m	13
accum	6/12/06	8/12/24	7148	days out of 7494 invested (95%)							34,486,796		3,449m	92

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Phoenix Solar	short	10/30/06	11/06/06	7	17.01	17.28	16.74	-0.27	-1.60
	long	6/16/08	6/23/08	7	72.32	75.10		2.79	3.85
	short	2/08/10	3/01/10	21	39.32	38.80	39.86	0.54	1.36
	short	5/24/10	6/07/10	14	33.83	32.34	35.39	1.56	4.61
	short	8/23/10	9/13/10	21	37.11	36.15	38.10	0.99	2.66
	short	5/30/11	6/06/11	7	22.12	24.73	19.51	-2.61	-11.80
	short	6/13/11	1/02/12	203	24.17	3.23	181.06	156.89	649.08
	short	1/09/12	1/16/12	7	2.71	2.90	2.51	-0.19	-7.18
	short	6/18/12	10/29/12	133	2.02	1.33	3.07	1.05	51.80
	short	7/14/14	7/28/14	14	3.82	2.66	5.47	1.66	43.42
	short	8/04/14	12/29/14	147	2.47	1.90	3.21	0.74	30.05	1,831.49
Leoni	short	11/16/15	11/23/15	7	37.11	38.30	35.92	-1.19	-3.20
	short	12/14/15	7/04/16	203	36.53	27.87	47.87	11.35	31.06
	short	6/10/19	7/08/19	28	15.30	15.46	15.14	-0.16	-1.07
	short	7/15/19	11/04/19	112	14.96	13.39	16.72	1.76	11.74
	short	10/26/20	11/09/20	14	5.96	7.06	4.85	-1.11	-18.61
	short	6/05/23	8/18/23	74	0.30	0.04	2.08	1.78	590.31	687.98
Morphosys	long	7/01/13	4/14/14	287	57.43	80.52		23.09	40.20
	short	9/06/21	2/06/23	518	57.18	20.41	160.15	102.97	180.09
	long	2/19/24	7/01/24	133	70.58	72.51		1.93	2.73	303.42
Pro7-Sat1	short	6/23/08	4/27/09	308	9.58	2.42	37.89	28.31	295.44
	long	6/15/09	7/06/09	21	5.91	5.45		-0.46	-7.83
	long	3/01/10	5/24/10	84	15.02	15.16		0.14	0.93	267.88
Siltronic	short	7/18/16	7/25/16	7	16.07	16.11	16.04	-0.03	-0.22
	long	11/21/16	12/05/16	14	39.09	44.98		5.89	15.06
	long	1/02/17	3/05/18	427	46.87	148.88		102.01	217.65	264.68
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Patrizia Immobilien	short	8/06/07	6/16/08	315	16.74	5.46	51.29	34.55	206.45	206.45
Wirecard	long	10/16/06	10/30/06	14	5.41	6.62		1.21	22.38
	long	11/06/06	8/06/07	273	6.40	11.13		4.73	73.93
	long	1/02/12	1/09/12	7	16.56	16.80		0.24	1.46
	long	1/16/12	6/18/12	154	16.66	18.96		2.30	13.82
	long	7/30/18	8/06/18	7	187.64	191.99		4.35	2.32	151.52
Osram Licht	short	5/14/18	7/30/18	77	60.26	44.03	82.47	22.21	36.85
	short	8/06/18	4/15/19	252	45.89	37.02	56.88	10.99	23.96	69.65
KUKA	long	10/29/12	6/24/13	238	30.24	41.75		11.51	38.06
	long	12/29/14	7/27/15	210	72.06	82.46		10.40	14.43	57.99
Infineon	long	7/13/09	2/08/10	210	3.55	5.42		1.87	52.66	52.66
Steico	long	4/27/09	5/18/09	21	3.71	4.72		1.02	27.38
	long	8/03/20	10/26/20	84	46.31	54.24		7.93	17.12	49.18
Cancom	long	6/07/10	8/23/10	77	3.24	4.48		1.23	37.97
	long	6/09/14	6/16/14	7	26.83	24.98		-1.85	-6.91	28.43
SFC Energy	short	6/24/13	7/01/13	7	6.23	6.05	6.42	0.19	3.03
	short	12/05/16	1/02/17	28	2.38	2.06	2.75	0.37	15.44
	long	5/07/18	5/14/18	7	10.32	10.36		0.04	0.36
	long	7/08/19	7/15/19	7	13.97	14.19		0.22	1.57	21.23
Grammer	short	5/18/09	6/15/09	28	6.41	7.64	5.18	-1.23	-19.17
	short	7/06/09	7/13/09	7	7.34	7.46	7.22	-0.12	-1.60
	long	9/13/10	5/30/11	259	19.40	25.13		5.73	29.51
	short	7/27/15	11/09/15	105	29.13	25.45	33.35	4.21	14.47	17.91
Telefonica D	short	8/01/16	11/21/16	112	4.13	3.79	4.49	0.36	8.77	8.77
Koenig & Bauer	long	7/04/16	7/18/16	14	48.23	49.31		1.09	2.25
	long	7/25/16	8/01/16	7	54.83	55.29		0.46	0.84
	short	3/02/20	8/03/20	154	23.38	22.33	24.48	1.10	4.69	7.95
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Umweltbank	short	3/05/18	5/07/18	63	12.31	11.61	13.05	0.74	6.01	6.01
Wacker Neuson	long	6/23/14	7/14/14	21	22.54	23.39		0.84	3.74	3.74
STS	short	11/25/19	12/16/19	21	5.51	5.34	5.68	0.17	3.09	3.09
Zooplus	long	6/06/11	6/13/11	7	68.30	70.01		1.71	2.51	2.51
Medigene	short	7/01/24	8/12/24	42	1.20	1.18	1.21	0.02	1.37	1.37
Sixt	long	4/21/14	5/05/14	14	39.91	40.08		0.18	0.45	0.45
Nemetschek	long	7/28/14	8/04/14	7	8.54	8.22		-0.32	-3.72	-3.72
va-Q-tec	long	11/04/19	11/25/19	21	11.92	13.10		1.18	9.87
	long	12/16/19	3/02/20	77	15.89	12.34		-3.55	-22.34
	long	11/09/20	9/06/21	301	34.88	33.66		-1.22	-3.50
	long	2/06/23	6/05/23	119	26.41	23.47		-2.95	-11.17	-26.85
Adtran Networks	short	4/14/14	4/21/14	7	4.43	4.43	4.42	-0.00	-0.04
	short	5/05/14	6/09/14	35	4.44	4.34	4.54	0.10	2.20
	short	6/16/14	6/23/14	7	4.26	4.21	4.30	0.05	1.06
	long	11/09/15	11/16/15	7	10.92	11.25		0.34	3.08
	long	11/23/15	12/14/15	21	11.79	10.84		-0.95	-8.09
	long	4/15/19	6/10/19	56	10.78	7.80		-2.98	-27.65	-29.23
MTU Aero Engines	short	6/12/06	10/16/06	126	29.55	38.41	20.69	-8.86	-29.99	-29.99

Annotations

8/12/24	Morphosys	acquired by Novartis
6/28/19	Nemetschek	splits1:3 (three for one)
6/11/19	Puma	splits 1:10 (ten for one)
7/16/18	Cancom	stock split 1:2 (another one for one)
9/18/17	Umweltbank	stock split 1:5 (five for one)
3/20/17	BAX	GFK drops out (acquired by KKR)
12/16/16	Medigene	return
10/10/16	Chorus	acquired by Capital Stage - deletion
6/04/16	Schaeffler	moves from SDAX to MDAX (2016-06-20)
3/10/16	WashTec	recording started (SDAX)
3/09/16	Pro7-Sat1	moves from MDAX to DAX
2/08/16	BayX40	complete analysis
12/21/15	Scout24	entry (SDAX)
	Schaeffler	entry (SDAX)
	Siltronic	recording started
9/04/15	Deutsche Pfandbrief	recording started (MDAX)
6/30/15	Nemetschek	stock split 1:4 (four for one)
6/21/15	Koenig & Bauer	returns to SDAX
	Adva	returns to TecDAX
4/01/15	CTS Eventim	promotion from SDAX to MDAX replacing TUI


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