Assessment - ASX 50 Index in Pound sterling - 4/03/23 - RS = mixed

 ⇐ 

								⇓instrument	freshest		Δday	4/03/23	⇓ Δwk	10/03/22	prc diff	⇓ Δ26		⇓∅-RS
								ASX 50	4,206.191	8/12/24	0.41	3,876.140		3,638.389	237.750	6.53		-0.67
								CAR Group	19.215	8/12/24	4.46	12.101		10.746	1.355	12.61		3.91
								WiseTech Global	50.251	8/12/24	2.67	36.450		29.678	6.772	22.82		26.66
								Lottery	2.696	8/12/24	2.28	2.832		2.385	0.448	18.78		-na-
								Wesfarmers	39.425	8/12/24	1.55	27.986		24.712	3.273	13.25		4.85
								Suncorp-Metway	9.208	8/12/24	1.38	6.676		5.751	0.926	16.10		2.77
								Xero	73.064	8/12/24	1.37	49.623		41.283	8.340	20.20		8.13
								Macquarie Group	111.729	8/12/24	1.30	96.768		87.422	9.346	10.69		-3.60
						L		Goodman Group	18.482	8/12/24	1.29	10.515		9.146	1.369	14.97		-2.09
								Aristocrat Leisure	28.702	8/12/24	1.16	20.615		18.580	2.034	10.95		5.49
								Reece	14.272	8/12/24	1.16	9.651		8.072	1.579	19.57		10.82
						L		ResMed	18.061	8/12/24	1.13	17.957		19.371	-1.414	-7.30		-0.99
								National Australia B	19.680	8/12/24	1.01	15.261		16.588	-1.327	-8.00		-11.30
						S		Ramsay Health Care	24.530	8/12/24	0.99	36.833		32.657	4.176	12.79		-3.54
								ANZ Banking AU	15.431	8/12/24	0.93	12.697		13.147	-0.450	-3.42		-7.40
								Seven Group Holdings	20.303	8/12/24	0.90	13.096		9.804	3.292	33.58		18.07
						L		QBE Insurance	8.853	8/12/24	0.87	7.951		6.524	1.426	21.86		11.98
						S		Telstra	2.116	8/12/24	0.78	2.308		2.217	0.090	4.08		2.40
						L		Commonwealth Bank	71.375	8/12/24	0.76	54.281		52.317	1.965	3.76		-5.03
						S		ASX	35.608	8/12/24	0.73	36.084		41.179	-5.095	-12.37		-14.30
								Northern Star	7.688	8/12/24	0.64	6.655		4.429	2.226	50.27		27.61
								Westpac Banking	15.431	8/12/24	0.61	11.970		11.894	0.075	0.63		-6.39
								Brambles Inds	8.306	8/12/24	0.60	7.365		6.484	0.881	13.59		12.32
						L		Origin Energy	5.769	8/12/24	0.57	4.522		3.072	1.450	47.22		21.85
								Insurance Australia	3.915	8/12/24	0.56	2.592		2.679	-0.087	-3.26		-1.01
								⇓instrument	freshest		Δday	4/03/23	⇓ Δwk	10/03/22	prc diff	⇓ Δ26		⇓∅-RS
								Transurban	7.130	8/12/24	0.54	7.814		7.148	0.666	9.31		-0.41
								Medibank Private	2.122	8/12/24	0.52	1.832		2.009	-0.178	-8.83		1.68
						S		Washington H. Soul	19.051	8/12/24	0.43	16.628		15.301	1.328	8.68		9.28
						L		APA Group	4.314	8/12/24	0.38	5.621		5.589	0.032	0.57		-8.88
								Computershare	14.523	8/12/24	0.38	12.073		14.169	-2.096	-14.79		-13.68
								Scentre Group	1.859	8/12/24	0.29	1.526		1.490	0.036	2.41		-5.47
						L		Pro Medicus	70.226	8/12/24	0.27	35.335		29.042	6.292	21.67		19.93
								Cochlear	185.569	8/12/24	0.26	129.976		112.590	17.386	15.44		8.06
						L		Fisher & Paykel HC	16.377	8/12/24	0.23	13.539		9.313	4.226	45.37		20.98
								Sonic Healthcare	15.010	8/12/24	0.22	19.193		17.610	1.583	8.99		2.92
						L		CSL	168.925	8/12/24	0.13	159.071		163.550	-4.479	-2.74		-1.64
						S		Woodside Energy	13.900	8/12/24	-0.27	18.717		18.505	0.212	1.15		-1.90
						L		Coles	9.908	8/12/24	-0.28	9.881		9.411	0.469	4.99		-0.70
						L		SOUTH32	1.602	8/12/24	-0.34	2.373		2.055	0.318	15.45		-0.41
						L		Woolworths	18.487	8/12/24	-0.35	20.877		19.342	1.535	7.93		3.16
						S		James Hardie Ind	27.231	8/12/24	-0.38	17.285		17.726	-0.441	-2.49		-7.17
								Auckland Int Airport	3.702	8/12/24	-0.44	4.473		3.603	0.870	24.15		11.28
						S		Bluescope Steel	11.242	8/12/24	-0.44	10.936		8.886	2.050	23.07		10.02
								BHP	22.222	8/12/24	-0.54	25.683		22.287	3.396	15.24		4.27
								Stockland	2.455	8/12/24	-0.66	2.231		1.888	0.343	18.16		4.68
								REA	109.842	8/12/24	-0.73	75.432		65.984	9.448	14.32		10.79
								Santos	4.167	8/12/24	-0.91	3.866		4.140	-0.274	-6.62		-8.58
								Fortescue Metals	9.974	8/12/24	-1.35	12.046		9.775	2.271	23.23		9.63
						S		Rio Tinto (AU)	62.817	8/12/24	-1.37	64.960		53.755	11.206	20.85		7.21
						S		Pilbara Minerals	1.629	8/12/24	-2.93	2.078		2.627	-0.549	-20.91		6.32
								⇓instrument	freshest		Δday	4/03/23	⇓ Δwk	10/03/22	prc diff	⇓ Δ26		⇓∅-RS
								Mineral Resources	27.198	8/12/24	-3.79	44.138		38.194	5.944	15.56		17.35
ASX 50 - 50 out of 50 instruments rated - 4/03/23 / 10/03/22 - 39 did rise, Market-Ratio(26) in GBP = 78.00 %
Stock Exchange Currency: AUD $ Australian dollar

 

 

Transactions ASX 50 Index in Pound sterling * Mixed Cut L11 - 79/64 (1) - S27 - 34/34 (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		11/27/06	329				- cash -
long	11/27/06	3/05/07	98				Incitec Pivot	100	15,135		0.661	0.965		0.304	46	14,608	310
3/05/07		3/19/07	14				- cash -
	3/19/07	6/18/07	91				Incitec Pivot	100	14,853		0.983	1.543		0.559	57	22,914	508
6/18/07		10/08/07	112				- cash -
	10/08/07	11/05/07	28				Incitec Pivot	100	11,663		1.965	1.932		-0.033	-2	22,533	-20
11/05/07		1/14/08	70				- cash -
short	1/14/08	1/28/08	14				Insurance Australia	100	13,094		1.721	1.690	1.752	0.032	2	22,946	61
1/28/08		2/04/08	7				- cash -
	2/04/08	2/18/08	14				Insurance Australia	100	13,738		1.670	1.781	1.560	-0.111	-7	21,427	-83
2/18/08		2/25/08	7				- cash -
	2/25/08	5/19/08	84				Ampol	100	3,020		7.093	6.669	7.545	0.452	6	22,791	31
long	5/19/08	6/02/08	14				Incitec Pivot	100	5,292		4.306	4.562		0.256	6	24,146	351
6/02/08		9/29/08	119				- cash -
short	9/29/08	5/04/09	217				Goodman Group	100	4,827		5.002	0.832	30.071	25.069	501	145,153	1,943
5/04/09		5/11/09	7				- cash -
long	5/11/09	6/29/09	49				Ampol	100	26,365		5.505	6.361		0.856	16	167,715	193
6/29/09		7/27/09	28				- cash -
	7/27/09	11/09/09	105				Macquarie Group	100	7,655		21.909	27.027		5.118	23	206,896	107
11/09/09		5/17/10	189				- cash -
short	5/17/10	6/14/10	28				Lend Lease	100	43,970		4.705	4.460	4.964	0.259	5	218,273	101
6/14/10		6/28/10	14				- cash -
	6/28/10	8/02/10	35				Sonic Healthcare	100	35,456		6.156	6.069	6.244	0.088	1	221,407	16
8/02/10		9/13/10	42				- cash -
long	9/13/10	11/15/10	63				Ramsay Health Care	100	24,333		9.099	9.653		0.555	6	234,900	41
11/15/10		2/14/11	91				- cash -
	2/14/11	2/28/11	14				Incitec Pivot	100	83,979		2.797	2.916		0.119	4	244,910	197
2/28/11		7/25/11	147				- cash -
short	7/25/11	1/16/12	175				Macquarie Group	100	13,351		18.343	16.513	20.376	2.033	11	272,055	25
1/16/12		1/23/12	7				- cash -
	1/23/12	1/30/12	7				QBE Insurance	100	34,190		7.957	8.022	7.893	-0.065	-1	269,850	-35
1/30/12		4/30/12	91				- cash -
long	4/30/12	5/21/12	21				CSL	100	11,103		24.303	23.008		-1.295	-5	255,470	-61
5/21/12		8/13/12	84				- cash -
	8/13/12	11/12/12	91				CSL	100	9,487		26.928	31.361		4.433	16	297,525	84
11/12/12		1/07/13	56				- cash -
	1/07/13	5/27/13	140				CSL	100	8,734		34.064	37.732		3.668	11	329,560	31
5/27/13		9/09/13	105				- cash -
	9/09/13	9/30/13	21				Seek	100	47,894		6.881	7.000		0.119	2	335,282	35
9/30/13		10/21/13	21				- cash -
	10/21/13	12/09/13	49				Seek	100	44,347		7.560	7.076		-0.484	-6	313,823	-39
12/09/13		2/24/14	77				- cash -
	2/24/14	3/17/14	21				Seek	100	35,620		8.810	9.613		0.803	9	342,425	355
3/17/14		4/21/14	35				- cash -
	4/21/14	5/05/14	14				Seek	100	36,841		9.295	9.282		-0.012	0	341,979	-3
5/05/14		9/01/14	119				- cash -
	9/01/14	9/22/14	21				Ampol	100	21,227		16.110	15.547		-0.564	-3	330,014	-46
9/22/14		12/29/14	98				- cash -
	12/29/14	1/12/15	14				Ampol	100	17,976		18.358	18.776		0.418	2	337,525	80
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/12/15		2/09/15	28				- cash -
	2/09/15	5/04/15	84				Ampol	100	19,196		17.583	18.549		0.967	5	356,080	26
5/04/15		8/17/15	105				- cash -
short	8/17/15	11/23/15	98				Santos	100	125,817		2.830	1.902	4.211	1.381	49	529,778	339
11/23/15		11/30/15	7				- cash -
	11/30/15	1/04/16	35				Origin Energy	100	196,897		2.691	2.394	3.024	0.333	12	595,417	238
1/04/16		1/11/16	7				- cash -
	1/11/16	2/22/16	42				Origin Energy	100	291,265		2.044	2.177	1.912	-0.132	-6	556,871	-44
2/22/16		5/02/16	70				- cash -
long	5/02/16	7/11/16	70				Newcrest Mining	100	53,735		10.363	15.449		5.086	49	830,161	702
7/11/16		8/01/16	21				- cash -
	8/01/16	9/05/16	35				Newcrest Mining	100	57,286		14.491	13.150		-1.341	-9	753,313	-64
9/05/16		1/09/17	126				- cash -
	1/09/17	2/27/17	49				SOUTH32	100	449,690		1.675	1.531		-0.145	-9	688,295	-49
2/27/17		4/10/17	42				- cash -
	4/10/17	6/12/17	63				AGL Energy	100	40,046		17.187	15.083		-2.105	-12	604,013	-53
6/12/17		11/13/17	154				- cash -
	11/13/17	1/15/18	63				Qantas Airways	100	174,434		3.463	2.992		-0.470	-14	521,982	-57
1/15/18		6/25/18	161				- cash -
	6/25/18	7/16/18	21				CSL	100	4,730		110.341	111.375		1.035	1	526,877	18
7/16/18		8/06/18	21				- cash -
	8/06/18	9/03/18	28				Aristocrat Leisure	100	28,850		18.263	17.694		-0.568	-3	510,482	-34
9/03/18		11/19/18	77				- cash -
short	11/19/18	2/11/19	84				AMP	100	348,763		1.464	1.205	1.779	0.315	22	620,346	133
2/11/19		2/18/19	7				- cash -
long	2/18/19	6/03/19	105				Fortescue Metals	100	176,518		3.514	4.274		0.760	22	754,449	97
6/03/19		6/24/19	21				- cash -
	6/24/19	8/26/19	63				Fortescue Metals	100	156,454		4.822	3.977		-0.845	-18	622,182	-67
8/26/19		3/09/20	196				- cash -
short	3/09/20	9/21/20	196				Oil Search	100	374,471		1.661	1.595	1.731	0.069	4	648,134	8
9/21/20		11/23/20	63				- cash -
long	11/23/20	1/25/21	63				James Hardie Ind	100	30,073		21.552	21.417		-0.134	-1	644,092	-4
1/25/21		5/10/21	105				- cash -
	5/10/21	6/28/21	49				Westpac Banking	100	43,852		14.688	14.068		-0.620	-4	616,916	-27
6/28/21		3/07/22	252				- cash -
short	3/07/22	3/21/22	14				Xero	100	11,553		53.395	56.967	49.822	-3.572	-7	575,643	-84
3/21/22		4/18/22	28				- cash -
long	4/18/22	6/06/22	49				SOUTH32	100	197,100		2.921	2.892		-0.028	-1	570,085	-7
6/06/22		6/20/22	14				- cash -
short	6/20/22	6/27/22	7				Tabcorp	100	951,138		0.599	0.601	0.598	-0.001	0	568,686	-12
6/27/22		7/04/22	7				- cash -
	7/04/22	7/18/22	14				Tabcorp	100	941,832		0.604	0.576	0.633	0.029	5	595,992	240
7/18/22		7/25/22	7				- cash -
	7/25/22	8/01/22	7				Tabcorp	100	1,027,185		0.580	0.567	0.594	0.013	2	609,635	225
8/01/22		9/26/22	56				- cash -
	9/26/22	11/28/22	63				Tabcorp	100	1,079,229		0.565	0.584	0.546	-0.019	-3	588,936	-18
11/28/22		12/05/22	7				- cash -
long	12/05/22	2/13/23	70				Origin Energy	100	136,438		4.317	4.035		-0.282	-7	550,490	-30
2/13/23		3/06/23	21				- cash -
	3/06/23	3/20/23	14				Mineral Resources	100	11,043		49.849	42.224		-7.625	-15	466,292	-99
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell	ps short	prc diff	d %	asset	yield
3/20/23		10/23/23	217				- cash -
short	10/23/23	11/06/23	14				Mineral Resources	100	15,932		29.266	31.856	26.676	-2.590	-9	425,025	-91
11/06/23		1/15/24	70				- cash -
long	1/15/24	4/22/24	98				James Hardie Ind	100	14,323		29.673	27.738		-1.936	-7	397,301	-22
4/22/24		12/16/25	603				- cash -
accum	11/27/06	4/22/24	2926	days out of 7288 invested (40%)										3,873		397,301	58

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %			total
Goodman Group	short	9/29/08	5/04/09	217	5.00	0.83	30.07	25.07	501.14			501.14
Incitec Pivot	long	11/27/06	3/05/07	98	0.66	0.97		0.30	46.08
	long	3/19/07	6/18/07	91	0.98	1.54		0.56	56.86
	long	10/08/07	11/05/07	28	1.96	1.93		-0.03	-1.66
	long	5/19/08	6/02/08	14	4.31	4.56		0.26	5.95
	long	2/14/11	2/28/11	14	2.80	2.92		0.12	4.26			148.91
Santos	short	8/17/15	11/23/15	98	2.83	1.90	4.21	1.38	48.78			48.78
Macquarie Group	long	7/27/09	11/09/09	105	21.91	27.03		5.12	23.36
	short	7/25/11	1/16/12	175	18.34	16.51	20.38	2.03	11.08			37.04
Newcrest Mining	long	5/02/16	7/11/16	70	10.36	15.45		5.09	49.08
	long	8/01/16	9/05/16	35	14.49	13.15		-1.34	-9.26			35.28
Ampol	short	2/25/08	5/19/08	84	7.09	6.67	7.54	0.45	6.37
	long	5/11/09	6/29/09	49	5.51	6.36		0.86	15.54
	long	9/01/14	9/22/14	21	16.11	15.55		-0.56	-3.50
	long	12/29/14	1/12/15	14	18.36	18.78		0.42	2.28
	long	2/09/15	5/04/15	84	17.58	18.55		0.97	5.50			27.97
CSL	long	4/30/12	5/21/12	21	24.30	23.01		-1.30	-5.33
	long	8/13/12	11/12/12	91	26.93	31.36		4.43	16.46
	long	1/07/13	5/27/13	140	34.06	37.73		3.67	10.77
	long	6/25/18	7/16/18	21	110.34	111.38		1.03	0.94			23.27
AMP	short	11/19/18	2/11/19	84	1.46	1.20	1.78	0.32	21.52			21.52
Ramsay Health Care	long	9/13/10	11/15/10	63	9.10	9.65		0.55	6.09			6.09
Lend Lease	short	5/17/10	6/14/10	28	4.71	4.46	4.96	0.26	5.50			5.50
Oil Search	short	3/09/20	9/21/20	196	1.66	1.59	1.73	0.07	4.17			4.17
Seek	long	9/09/13	9/30/13	21	6.88	7.00		0.12	1.74
	long	10/21/13	12/09/13	49	7.56	7.08		-0.48	-6.40
	long	2/24/14	3/17/14	21	8.81	9.61		0.80	9.11
	long	4/21/14	5/05/14	14	9.29	9.28		-0.01	-0.13			3.77
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %			total
Tabcorp	short	6/20/22	6/27/22	7	0.60	0.60	0.60	-0.00	-0.25
	short	7/04/22	7/18/22	14	0.60	0.58	0.63	0.03	4.80
	short	7/25/22	8/01/22	7	0.58	0.57	0.59	0.01	2.29
	short	9/26/22	11/28/22	63	0.56	0.58	0.55	-0.02	-3.40			3.31
Sonic Healthcare	short	6/28/10	8/02/10	35	6.16	6.07	6.24	0.09	1.44			1.44
Fortescue Metals	long	2/18/19	6/03/19	105	3.51	4.27		0.76	21.62
	long	6/24/19	8/26/19	63	4.82	3.98		-0.85	-17.53			0.30
QBE Insurance	short	1/23/12	1/30/12	7	7.96	8.02	7.89	-0.06	-0.81			-0.81
Origin Energy	short	11/30/15	1/04/16	35	2.69	2.39	3.02	0.33	12.39
	short	1/11/16	2/22/16	42	2.04	2.18	1.91	-0.13	-6.47
	long	12/05/22	2/13/23	70	4.32	4.03		-0.28	-6.53			-1.75
Aristocrat Leisure	long	8/06/18	9/03/18	28	18.26	17.69		-0.57	-3.11			-3.11
Westpac Banking	long	5/10/21	6/28/21	49	14.69	14.07		-0.62	-4.22			-4.22
Insurance Australia	short	1/14/08	1/28/08	14	1.72	1.69	1.75	0.03	1.84
	short	2/04/08	2/18/08	14	1.67	1.78	1.56	-0.11	-6.62			-4.91
Xero	short	3/07/22	3/21/22	14	53.39	56.97	49.82	-3.57	-6.69			-6.69
James Hardie Ind	long	11/23/20	1/25/21	63	21.55	21.42		-0.13	-0.62
	long	1/15/24	4/22/24	98	29.67	27.74		-1.94	-6.52			-7.11
SOUTH32	long	1/09/17	2/27/17	49	1.68	1.53		-0.14	-8.63
	long	4/18/22	6/06/22	49	2.92	2.89		-0.03	-0.97			-9.51
AGL Energy	long	4/10/17	6/12/17	63	17.19	15.08		-2.10	-12.25			-12.25
Qantas Airways	long	11/13/17	1/15/18	63	3.46	2.99		-0.47	-13.58			-13.58
Mineral Resources	long	3/06/23	3/20/23	14	49.85	42.22		-7.62	-15.30
	short	10/23/23	11/06/23	14	29.27	31.86	26.68	-2.59	-8.85			-22.79

Annotations

2/22/24	ASX 50			Component update: Bluescope Steel, CAR, Medibank, Pro Medicus, Seven and Stockland replace Amcor, Endevour, IGO, Newmont, Qantas and Treasury Wine
6/01/22	Woodside Petroleum			mergered with OilGas business of BHP
11/19/18	Wesfarmers			demerger of Coles
9/10/18	ASX 50			Cochlear replaced Incitec Pivot
4/05/18	Xero			this is the instrument traded at the ASX in AUD
3/09/17	ASX 50			Aristocrat Leisure and Fortescue Metals replace Coca-Cola Amatil and Seek
	Fortescue Metals			returns to the ASX 50
	Aristocrat Leisure			recording started
7/29/16	ASX 50			Asciano drops out due to takeover by Qube and Brookfield
3/28/16	ASX 50			Quantas replaces Crown
8/27/15	ASX 50			complete analysis
6/01/15	ASX 50			exchange of Fortescue Metal, Iluka, Novion, Toll and Worley Parsons by Caltex Australia, Federation Centres, Medibank Private, SOUTH32 and Seek

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