Share-o-matic - Assessment FT 30 (FT 30 Index)

Assessment - FT 30 Index - 3/06/23 - RS = 17

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/06/23	⇓ Δwk	11/07/22	prc diff	⇓ Δ17	∅-RS
		SOM Price Index	270.244	8/12/24	0.67	277.054		238.620	38.434	16.11	12.99
	S	Flutter	14,685.000	8/12/24	-1.28	13,975.000		11,815.000	2,160.000	18.28	40.66
	S	Burberry Group	671.000	8/12/24	-2.02	2,527.000		1,949.000	578.000	29.66	38.33
	L	Abrdn	152.950	8/12/24	2.51	236.100		173.550	62.550	36.04	33.23
	L	3i Group	3,018.000	8/12/24	0.23	1,647.000		1,235.500	411.500	33.31	29.93
		BP	439.600	8/12/24	1.35	559.400		501.800	57.600	11.48	28.57
		Ass Brit Foods	2,435.000	8/12/24	-0.90	2,040.000		1,428.500	611.500	42.81	27.79
		Int Cons Airlines	166.450	8/12/24	-0.06	154.920		127.780	27.140	21.24	23.05
		Man Group	214.000	8/12/24	0.28	286.100		220.900	65.200	29.52	22.07
	S	Wise	685.000	8/12/24	-0.07	587.800		680.000	-92.200	-13.56	21.75
	L	ITV	78.400	8/12/24	0.45	87.960		71.380	16.580	23.23	21.71
	L	NatWest	334.600	8/12/24	0.48	291.300		238.400	52.900	22.19	20.81
		Melrose	486.700	8/12/24	0.19	470.700		371.850	98.850	26.58	20.48
		WPP Group	690.200	8/12/24	1.68	1,032.500		805.600	226.900	28.17	18.86
		Next	9,542.000	8/12/24	0.23	7,076.000		5,258.000	1,818.000	34.58	18.45
		BAE Systems	1,303.500	8/12/24	2.04	912.600		788.600	124.000	15.72	14.95
	L	Smiths Group	1,743.000	8/12/24	0.52	1,769.500		1,559.500	210.000	13.47	14.67
	L	Lloyds Bank	56.800	8/12/24	-0.28	51.770		42.015	9.755	23.22	14.14
	L	Tate & Lyle	643.000	8/12/24	0.47	793.600		711.400	82.200	11.55	6.57
		Compass Group	2,354.000	8/12/24	0.90	1,908.500		1,872.000	36.500	1.95	5.64
	L	Tesco	333.500	8/12/24	0.91	259.900		227.700	32.200	14.14	5.10
	S	Legal & General	225.600	8/12/24	0.53	263.600		239.200	24.400	10.20	4.25
		Land Securities	615.500	8/12/24	-0.73	683.600		589.000	94.600	16.06	2.23
	L	Experian	3,524.000	8/12/24	1.18	2,827.000		2,693.000	134.000	4.98	2.15
	L	BT Group	141.500	8/12/24	8.43	148.750		115.200	33.550	29.12	0.63
		⇓instrument	freshest		⇓ Δday	3/06/23	⇓ Δwk	11/07/22	prc diff	⇓ Δ17	∅-RS
	S	National Grid	978.400	8/12/24	-0.04	1,034.000		955.800	78.200	8.18	-3.10
		Reckitt Benckiser	4,180.000	8/12/24		5,784.000		5,640.000	144.000	2.55	-4.26
	S	Diageo	2,451.500	8/12/24	1.03	3,547.500		3,645.000	-97.500	-2.67	-4.30
		GSK	1,572.000	8/12/24	0.42	1,439.400		1,377.400	62.000	4.50	-5.72
	L	Vodafone	74.440	8/12/24	0.87	101.220		104.720	-3.500	-3.34	-7.02
		Ocado	376.700	8/12/24	0.72	529.800		674.200	-144.400	-21.42	-28.64
FT 30 - 30 out of 30 instruments rated - 3/06/23 / 11/07/22 - 26 did rise, Market-Ratio(17) = 86.67 %
Stock Exchange Currency: GBP £ Pound sterling

Technical Chart

	FT 30 RS = 17 - B/S = 63/63

1/04/21	scale up chart	7/01/24

Transactions FT 30 Index * S17 - 63 ex 7 (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		1/23/06	21		- cash -
short	1/23/06	1/30/06	7		Vodafone	100	8,264	1.210	1.208	1.213	0.002	0	10,021	11
1/30/06		5/15/06	105		- cash -
	5/15/06	7/17/06	63		Ass Brit Foods	100	1,337	7.490	8.170	6.810	-0.680	-9	9,112	-42
	7/17/06	9/18/06	63		ITV	100	9,591	0.950	0.973	0.928	-0.023	-2	8,896	-13
9/18/06		6/11/07	266		- cash -
	6/11/07	1/14/08	217		Tate & Lyle	100	1,533	5.800	4.700	7.157	1.357	23	10,977	42
	1/14/08	5/19/08	126		ITV	100	15,862	0.692	0.630	0.760	0.068	10	12,057	31
5/19/08		5/26/08	7		- cash -
	5/26/08	5/04/09	343		NatWest	100	499	24.125	4.800	121.253	97.128	403	60,524	457
	5/04/09	6/22/09	49		Land Securities	100	10,778	5.615	4.680	6.737	1.122	20	72,615	288
6/22/09		1/25/10	217		- cash -
	1/25/10	3/08/10	42		Lloyds Bank	100	137,215	0.529	0.537	0.522	-0.007	-1	71,613	-11
3/08/10		3/15/10	7		- cash -
	3/15/10	3/22/10	7		Lloyds Bank	100	124,392	0.576	0.611	0.540	-0.035	-6	67,222	-96
3/22/10		5/03/10	42		- cash -
	5/03/10	6/07/10	35		Man Group	100	28,471	2.361	2.335	2.387	0.026	1	67,971	12
6/07/10		6/28/10	21		- cash -
	6/28/10	9/06/10	70		BP	100	22,050	3.083	4.065	2.100	-0.983	-32	46,307	-86
9/06/10		3/14/11	189		- cash -
	3/14/11	3/28/11	14		Next	100	2,478	18.680	20.240	17.120	-1.560	-8	42,441	-90
3/28/11		4/18/11	21		- cash -
	4/18/11	5/02/11	14		3i Group	100	16,204	2.619	2.795	2.443	-0.176	-7	39,589	-84
5/02/11		5/09/11	7		- cash -
	5/09/11	12/05/11	210		Lloyds Bank	100	73,887	0.536	0.270	1.063	0.528	98	78,564	229
12/05/11		12/12/11	7		- cash -
	12/12/11	12/19/11	7		Ocado	100	98,205	0.800	0.592	1.081	0.281	35	106,170	> 999,999
12/19/11		12/26/11	7		- cash -
	12/26/11	1/02/12	7		Ocado	100	194,450	0.546	0.602	0.491	-0.056	-10	95,378	-100
1/02/12		5/21/12	140		- cash -
	5/21/12	8/06/12	77		Man Group	100	121,037	0.788	0.847	0.729	-0.059	-7	88,237	-31
8/06/12		11/26/12	112		- cash -
	11/26/12	12/03/12	7		Man Group	100	114,816	0.769	0.770	0.767	-0.001	0	88,064	-10
12/03/12		6/24/13	203		- cash -
	6/24/13	7/01/13	7		Man Group	100	108,654	0.811	0.857	0.764	-0.047	-6	83,012	-95
7/01/13		9/09/13	70		- cash -
	9/09/13	10/14/13	35		Man Group	100	93,219	0.891	0.787	1.008	0.117	13	93,928	263
10/14/13		11/18/13	35		- cash -
	11/18/13	11/25/13	7		Man Group	100	110,764	0.848	0.861	0.836	-0.013	-1	92,543	-54
11/25/13		12/02/13	7		- cash -
	12/02/13	12/23/13	21		Flutter	100	1,639	56.450	61.600	51.300	-5.150	-9	84,103	-81
12/23/13		2/17/14	56		- cash -
	2/17/14	2/24/14	7		Tate & Lyle	100	12,810	6.565	6.485	6.646	0.081	1	85,140	90
2/24/14		3/10/14	14		- cash -
	3/10/14	8/11/14	154		Tate & Lyle	100	13,251	6.425	6.660	6.190	-0.235	-4	82,026	-8
	8/11/14	11/10/14	91		Tesco	100	26,292	3.120	2.443	3.983	0.864	28	104,732	166
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
11/10/14		12/15/14	35		- cash -
	12/15/14	12/22/14	7		Tesco	100	50,170	2.088	2.293	1.882	-0.205	-10	94,437	-100
12/22/14		1/05/15	14		- cash -
	1/05/15	1/12/15	7		Tesco	100	41,054	2.300	2.591	2.010	-0.291	-13	82,503	-100
1/12/15		5/25/15	133		- cash -
	5/25/15	8/03/15	70		Melrose	100	54,678	1.509	1.576	1.442	-0.067	-4	78,824	-21
	8/03/15	1/18/16	168		BP	100	20,136	3.915	3.405	4.500	0.586	15	90,618	35
	1/18/16	4/04/16	77		Ocado	100	37,368	2.425	3.267	1.583	-0.842	-35	59,154	-87
	4/04/16	5/16/16	42		NatWest	100	27,373	2.161	2.125	2.198	0.037	2	60,156	16
5/16/16		5/23/16	7		- cash -
	5/23/16	6/06/16	14		Next	100	1,115	53.947	53.725	54.169	0.222	0	60,403	11
6/06/16		6/13/16	7		- cash -
	6/13/16	7/18/16	35		Ocado	100	26,929	2.243	2.657	1.829	-0.414	-18	49,255	-88
	7/18/16	8/15/16	28		NatWest	100	26,684	1.846	1.931	1.761	-0.085	-5	46,981	-46
8/15/16		8/22/16	7		- cash -
	8/22/16	8/29/16	7		Int Cons Airlines	100	12,043	3.901	3.932	3.870	-0.031	-1	46,610	-34
8/29/16		9/12/16	14		- cash -
	9/12/16	10/17/16	35		Man Group	100	40,143	1.161	1.230	1.092	-0.069	-6	43,845	-47
10/17/16		11/21/16	35		- cash -
	11/21/16	12/19/16	28		ITV	100	26,476	1.656	2.000	1.312	-0.344	-21	34,737	-95
	12/19/16	1/09/17	21		BT Group	100	9,322	3.726	3.860	3.593	-0.134	-4	33,492	-47
1/09/17		1/16/17	7		- cash -
	1/16/17	2/27/17	42		Next	100	827	40.468	38.045	43.046	2.578	6	35,624	71
2/27/17		7/03/17	126		- cash -
	7/03/17	1/15/18	196		BT Group	100	12,202	2.920	2.757	3.092	0.172	6	37,724	11
1/15/18		1/22/18	7		- cash -
	1/22/18	4/09/18	77		National Grid	100	4,556	8.280	8.338	8.222	-0.058	-1	37,460	-3
	4/09/18	5/21/18	42		Tate & Lyle	100	6,698	5.592	5.980	5.204	-0.388	-7	34,861	-46
5/21/18		5/28/18	7		- cash -
	5/28/18	6/04/18	7		BT Group	100	16,604	2.100	2.073	2.126	0.027	1	35,306	94
6/04/18		8/13/18	70		- cash -
	8/13/18	4/01/19	231		Abrdn	100	10,974	3.217	2.689	3.849	0.632	20	42,238	33
4/01/19		6/03/19	63		- cash -
	6/03/19	7/01/19	28		ITV	100	40,169	1.052	1.110	0.993	-0.059	-6	39,888	-53
7/01/19		8/05/19	35		- cash -
	8/05/19	9/23/19	49		Int Cons Airlines	100	8,973	4.445	4.713	4.177	-0.268	-6	37,483	-37
9/23/19		10/07/19	14		- cash -
	10/07/19	10/14/19	7		BT Group	100	20,982	1.786	1.973	1.600	-0.186	-10	33,577	-100
10/14/19		11/25/19	42		- cash -
	11/25/19	12/02/19	7		BT Group	100	17,487	1.920	1.883	1.958	0.038	2	34,232	174
12/02/19		1/27/20	56		- cash -
	1/27/20	2/03/20	7		BT Group	100	19,911	1.719	1.633	1.810	0.090	5	36,030	1,343
2/03/20		2/24/20	21		- cash -
	2/24/20	3/23/20	28		BT Group	100	23,820	1.513	1.178	1.943	0.430	28	46,273	2,509
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
	3/23/20	7/13/20	112		Int Cons Airlines	100	22,896	2.021	2.136	1.906	-0.115	-6	43,640	-17
7/13/20		7/27/20	14		- cash -
	7/27/20	11/16/20	112		Int Cons Airlines	100	23,343	1.870	1.588	2.202	0.332	18	51,392	70
11/16/20		12/07/20	21		- cash -
	12/07/20	12/14/20	7		Int Cons Airlines	100	30,727	1.673	1.570	1.782	0.110	7	54,766	2,654
12/14/20		7/12/21	210		- cash -
	7/12/21	11/15/21	126		Ocado	100	2,824	19.390	18.160	20.703	1.313	7	58,475	21
11/15/21		11/22/21	7		- cash -
	11/22/21	1/03/22	42		Flutter	100	514	113.750	117.600	109.900	-3.850	-3	56,496	-26
1/03/22		2/28/22	56		- cash -
	2/28/22	11/14/22	259		Ocado	100	4,114	13.730	9.256	20.367	6.637	48	83,799	74
	11/14/22	1/09/23	56		BT Group	100	67,065	1.250	1.281	1.219	-0.031	-2	81,720	-15
1/09/23		5/15/23	126		- cash -
	5/15/23	7/03/23	49		Ocado	100	18,960	4.310	6.018	2.602	-1.708	-40	49,336	-98
	7/03/23	10/16/23	105		Vodafone	100	66,383	0.743	0.775	0.712	-0.031	-4	47,252	-14
	10/16/23	12/25/23	70		Burberry Group	100	2,699	17.505	14.205	21.572	4.067	23	58,227	197
12/25/23		1/01/24	7		- cash -
	1/01/24	1/08/24	7		Burberry Group	100	4,112	14.160	13.915	14.409	0.249	2	59,252	148
1/08/24		1/15/24	7		- cash -
	1/15/24	1/29/24	14		Burberry Group	100	4,888	12.120	13.430	10.810	-1.310	-11	52,849	-95
1/29/24		2/05/24	7		- cash -
	2/05/24	2/12/24	7		Burberry Group	100	4,095	12.905	13.355	12.455	-0.450	-3	51,006	-84
2/12/24		3/04/24	21		- cash -
	3/04/24	3/11/24	7		Burberry Group	100	4,061	12.560	12.475	12.646	0.086	1	51,354	42
3/11/24		3/18/24	7		- cash -
	3/18/24	3/25/24	7		Burberry Group	100	4,088	12.560	11.995	13.152	0.592	5	53,773	1,002
3/25/24		4/08/24	14		- cash -
	4/08/24	4/22/24	14		Ocado	100	14,335	3.751	3.584	3.926	0.175	5	56,278	228
4/22/24		4/29/24	7		- cash -
	4/29/24	5/13/24	14		Ocado	100	15,835	3.554	3.420	3.693	0.139	4	58,484	172
5/13/24		6/17/24	35		- cash -
	6/17/24	8/12/24	56		Burberry Group	100	5,932	9.858	6.710	14.483	4.625	47	85,919	1,127
accum	1/23/06	8/12/24	4335	days out of 7128 invested (61%)							759		85,919	20

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
NatWest	short	5/26/08	5/04/09	343	24.13	4.80	121.25	97.13	402.60
		4/04/16	5/16/16	42	2.16	2.13	2.20	0.04	1.69
		7/18/16	8/15/16	28	1.85	1.93	1.76	-0.09	-4.62	387.52
Lloyds Bank		1/25/10	3/08/10	42	0.53	0.54	0.52	-0.01	-1.38
		3/15/10	3/22/10	7	0.58	0.61	0.54	-0.04	-6.13
		5/09/11	12/05/11	210	0.54	0.27	1.06	0.53	98.45	83.71
Burberry Group		10/16/23	12/25/23	70	17.51	14.21	21.57	4.07	23.23
		1/01/24	1/08/24	7	14.16	13.92	14.41	0.25	1.76
		1/15/24	1/29/24	14	12.12	13.43	10.81	-1.31	-10.81
		2/05/24	2/12/24	7	12.91	13.36	12.46	-0.45	-3.49
		3/04/24	3/11/24	7	12.56	12.48	12.65	0.09	0.68
		3/18/24	3/25/24	7	12.56	12.00	13.15	0.59	4.71
		6/17/24	8/12/24	56	9.86	6.71	14.48	4.62	46.92	67.19
BT Group		12/19/16	1/09/17	21	3.73	3.86	3.59	-0.13	-3.58
		7/03/17	1/15/18	196	2.92	2.76	3.09	0.17	5.89
		5/28/18	6/04/18	7	2.10	2.07	2.13	0.03	1.28
		10/07/19	10/14/19	7	1.79	1.97	1.60	-0.19	-10.42
		11/25/19	12/02/19	7	1.92	1.88	1.96	0.04	1.95
		1/27/20	2/03/20	7	1.72	1.63	1.81	0.09	5.25
		2/24/20	3/23/20	28	1.51	1.18	1.94	0.43	28.43
		11/14/22	1/09/23	56	1.25	1.28	1.22	-0.03	-2.48	24.48
Land Securities		5/04/09	6/22/09	49	5.62	4.68	6.74	1.12	19.98	19.98
Abrdn		8/13/18	4/01/19	231	3.22	2.69	3.85	0.63	19.64	19.64
Tate & Lyle		6/11/07	1/14/08	217	5.80	4.70	7.16	1.36	23.40
		2/17/14	2/24/14	7	6.57	6.49	6.65	0.08	1.23
		3/10/14	8/11/14	154	6.43	6.66	6.19	-0.23	-3.66
		4/09/18	5/21/18	42	5.59	5.98	5.20	-0.39	-6.94	12.01
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Int Cons Airlines		8/22/16	8/29/16	7	3.90	3.93	3.87	-0.03	-0.79
		8/05/19	9/23/19	49	4.45	4.71	4.18	-0.27	-6.03
		3/23/20	7/13/20	112	2.02	2.14	1.91	-0.12	-5.69
		7/27/20	11/16/20	112	1.87	1.59	2.20	0.33	17.76
		12/07/20	12/14/20	7	1.67	1.57	1.78	0.11	6.57	10.34
Tesco		8/11/14	11/10/14	91	3.12	2.44	3.98	0.86	27.68
		12/15/14	12/22/14	7	2.09	2.29	1.88	-0.21	-9.83
		1/05/15	1/12/15	7	2.30	2.59	2.01	-0.29	-12.64	0.58
National Grid		1/22/18	4/09/18	77	8.28	8.34	8.22	-0.06	-0.70	-0.70
Next		3/14/11	3/28/11	14	18.68	20.24	17.12	-1.56	-8.35
		5/23/16	6/06/16	14	53.95	53.73	54.17	0.22	0.41
		1/16/17	2/27/17	42	40.47	38.04	43.05	2.58	6.37	-2.11
Vodafone		1/23/06	1/30/06	7	1.21	1.21	1.21	0.00	0.21
		7/03/23	10/16/23	105	0.74	0.77	0.71	-0.03	-4.22	-4.03
Melrose		5/25/15	8/03/15	70	1.51	1.58	1.44	-0.07	-4.46	-4.46
3i Group		4/18/11	5/02/11	14	2.62	2.80	2.44	-0.18	-6.72	-6.72
Man Group		5/03/10	6/07/10	35	2.36	2.34	2.39	0.03	1.11
		5/21/12	8/06/12	77	0.79	0.85	0.73	-0.06	-7.49
		11/26/12	12/03/12	7	0.77	0.77	0.77	-0.00	-0.20
		6/24/13	7/01/13	7	0.81	0.86	0.76	-0.05	-5.74
		9/09/13	10/14/13	35	0.89	0.79	1.01	0.12	13.15
		11/18/13	11/25/13	7	0.85	0.86	0.84	-0.01	-1.47
		9/12/16	10/17/16	35	1.16	1.23	1.09	-0.07	-5.93	-7.71
Ass Brit Foods		5/15/06	7/17/06	63	7.49	8.17	6.81	-0.68	-9.08	-9.08
Flutter		12/02/13	12/23/13	21	56.45	61.60	51.30	-5.15	-9.12
		11/22/21	1/03/22	42	113.75	117.60	109.90	-3.85	-3.38	-12.20
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
ITV		7/17/06	9/18/06	63	0.95	0.97	0.93	-0.02	-2.37
		1/14/08	5/19/08	126	0.69	0.63	0.76	0.07	9.84
		11/21/16	12/19/16	28	1.66	2.00	1.31	-0.34	-20.77
		6/03/19	7/01/19	28	1.05	1.11	0.99	-0.06	-5.56	-19.76
BP		6/28/10	9/06/10	70	3.08	4.07	2.10	-0.98	-31.87
		8/03/15	1/18/16	168	3.91	3.41	4.50	0.59	14.96	-21.68
Ocado		12/12/11	12/19/11	7	0.80	0.59	1.08	0.28	35.14
		12/26/11	1/02/12	7	0.55	0.60	0.49	-0.06	-10.16
		1/18/16	4/04/16	77	2.43	3.27	1.58	-0.84	-34.72
		6/13/16	7/18/16	35	2.24	2.66	1.83	-0.41	-18.46
		7/12/21	11/15/21	126	19.39	18.16	20.70	1.31	6.77
		2/28/22	11/14/22	259	13.73	9.26	20.37	6.64	48.34
		5/15/23	7/03/23	49	4.31	6.02	2.60	-1.71	-39.63
		4/08/24	4/22/24	14	3.75	3.58	3.93	0.17	4.66
		4/29/24	5/13/24	14	3.55	3.42	3.69	0.14	3.92	-32.80

Annotations

4/20/23	Melrose	reverse split 3:1 (one for three)
7/18/22	GlaxoSmithKline	demergers OTC business -> Haleon
7/21/21	FT 30	Flutter, Ocado and Wise replace BAT, Marks&Spencer and RSA Insurance
2/12/21	Tesco	Stock split 19:15 (fifteen for nineteen) after 50.93 special dividend for proceeds from the sale of the Asia business
8/14/17	Standard Life	merger with Aberdeen Asset Management completed
11/01/16	Ladbrokes	deletion after merger with Gala Coral
9/19/16	FT 30	Associated British Foods replaces Arm Holdings
9/05/16	Arm Holdings	deletion due to acquisition by Softbank
2/15/16	FT 30	Burberry replaces BG (aquired by Shell)


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