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Assessment - STOXX Europe 50 in Pound sterling - 4/10/23 - RS = 22

historical assessment - show freshest

		instrument	freshest		⇓ Δday	4/10/23	⇓ Δwk	11/07/22	prc diff	⇓ Δ22	⇓∅-RS
		Stoxx 50	3,808.317	8/12/24	-0.16	3,490.772		3,129.315	361.457	11.55	10.58
	L	ABB	40.401	8/12/24	0.55	26.517		25.079	1.438	5.73	7.00
	S	Air Liquide	142.279	8/12/24	-0.79	138.544		116.413	22.132	19.01	15.84
		Airbus	117.259	8/12/24	-0.45	110.614		99.183	11.431	11.53	19.70
		Allianz	224.332	8/12/24		189.661		163.020	26.642	16.34	13.56
		Anheuser-Busch InBev	48.391	8/12/24	-0.47	53.545		45.789	7.756	16.94	16.75
		ASML	687.812	8/12/24	0.08	532.120		414.902	117.219	28.25	17.24
	L	AstraZeneca	12,780.000	8/12/24	0.63	11,700.000		10,646.000	1,054.000	9.90	9.02
		Axa	28.359	8/12/24	-0.77	25.160		23.051	2.108	9.15	16.23
		Banco Santander	3.585	8/12/24	-0.24	3.089		2.315	0.774	33.44	27.16
	S	BASF	36.188	8/12/24	-0.22	42.438		41.425	1.013	2.45	5.14
	L	BAT	2,801.000	8/12/24		2,838.000		3,368.000	-530.000	-15.74	-14.13
	L	Bayer	22.758	8/12/24	-0.04	53.089		47.233	5.856	12.40	10.00
		BNP Paribas	51.941	8/12/24		50.170		44.109	6.061	13.74	13.88
		BP	439.600	8/12/24	1.35	531.900		501.800	30.100	6.00	18.30
		Deutsche Post	31.594	8/12/24	-0.36	36.556		31.170	5.386	17.28	12.50
	L	Deutsche Telekom	21.679	8/12/24	0.49	19.812		17.096	2.717	15.89	20.07
	S	Diageo	2,451.500	8/12/24	1.03	3,684.500		3,645.000	39.500	1.08	-0.35
		Enel	5.644	8/12/24	0.44	5.127		4.122	1.005	24.38	13.86
		EssilorLuxottica	181.727	8/12/24	-0.58	146.907		143.754	3.154	2.19	6.77
		Glencore	410.250	8/12/24	1.27	457.350		532.000	-74.650	-14.03	-7.44
		GSK	1,572.000	8/12/24	0.42	1,523.000		1,377.400	145.600	10.57	0.93
		Hermes International	1,758.540	8/12/24	-0.50	1,641.070		1,173.003	468.067	39.90	42.73
	L	HSBC	643.900	8/12/24	0.22	562.900		479.400	83.500	17.42	7.09
	L	Iberdrola	10.612	8/12/24	0.29	10.309		8.702	1.607	18.47	13.01
		instrument	freshest		⇓ Δday	4/10/23	⇓ Δwk	11/07/22	prc diff	⇓ Δ22	⇓∅-RS
		ING Groep	13.353	8/12/24	0.21	10.013		9.650	0.363	3.76	12.94
		L´Oreal	330.186	8/12/24	-1.59	359.510		281.242	78.268	27.83	19.63
	S	LVMH	556.754	8/12/24	-0.14	726.822		570.838	155.984	27.33	25.99
	S	Mercedes-Benz	50.389	8/12/24	-0.57	59.454		52.063	7.391	14.20	11.10
	L	Münchener Rück	385.020	8/12/24	1.01	289.116		236.428	52.688	22.29	28.16
	S	National Grid	978.400	8/12/24	-0.04	1,140.000		955.800	184.200	19.27	7.48
	L	Nestlé	78.690	8/12/24	-0.40	100.954		94.467	6.487	6.87	3.16
	L	Novartis	85.881	8/12/24	0.16	77.323		70.776	6.547	9.25	8.48
		Novo Nordisk	105.057	8/12/24	-2.80	63.277		49.865	13.412	26.90	28.70
	L	Prosus	28.798	8/12/24	1.77	28.280		20.284	7.997	39.42	23.60
		Reckitt Benckiser	4,180.000	8/12/24		6,230.000		5,640.000	590.000	10.46	2.74
		RELX	3,531.000	8/12/24	0.57	2,628.000		2,281.000	347.000	15.21	12.42
	L	Richemont	113.809	8/12/24	1.22	124.062		90.972	33.090	36.37	25.33
		Rio Tinto	4,942.000	8/12/24	0.56	5,295.000		5,044.000	251.000	4.98	-0.71
	L	Roche	246.616	8/12/24	0.25	243.686		284.551	-40.865	-14.36	-9.75
		Safran	168.490	8/12/24	-0.18	119.591		98.626	20.965	21.26	26.58
		Sanofi	83.868	8/12/24	-0.60	89.803		75.523	14.280	18.91	14.53
		SAP	165.948	8/12/24	-0.33	102.567		84.294	18.273	21.68	23.15
		Schneider Electric	185.190	8/12/24	0.38	125.044		115.560	9.484	8.21	9.35
		Shell	28.951	8/12/24	0.93	24.305		24.961	-0.656	-2.63	5.89
		Siemens	137.808	8/12/24	0.01	123.711		99.688	24.024	24.10	20.99
		TotalEnergies	54.106	8/12/24	0.60	50.407		50.610	-0.203	-0.40	9.57
		UBS	22.060	8/12/24	0.44	16.627		14.335	2.292	15.99	13.58
	L	Unilever Plc	4,714.000	8/12/24	-0.34	4,307.500		4,032.000	275.500	6.83	9.36
	S	Vinci	89.987	8/12/24	-0.77	93.941		81.788	12.153	14.86	15.74
		instrument	freshest		⇓ Δday	4/10/23	⇓ Δwk	11/07/22	prc diff	⇓ Δ22	⇓∅-RS
	L	Zurich Insurance	412.535	8/12/24	0.85	401.350		378.729	22.621	5.97	7.02
Europe 50 - 50 out of 50 instruments rated - 4/10/23 / 11/07/22 - 45 did rise, Market-Ratio(22) in GBP = 90.00 %

Technical Chart

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

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

Transactions STOXX Europe 50 in Pound sterling * 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	8,510	1.175	1.153	1.198	0.023	2	10,195	65
long	6/26/06	1/21/08	574		ABB	100	1,517	6.717	11.078		4.361	65	16,811	37
short	1/21/08	4/21/08	91		UBS	100	896	18.759	17.667	19.918	1.160	6	17,850	27
long	4/21/08	4/28/08	7		Rio Tinto	100	346	51.524	51.433		-0.091	0	17,819	-9
short	4/28/08	6/23/08	56		UBS	100	1,007	17.692	10.780	29.038	11.346	64	29,244	2,427
long	6/23/08	6/30/08	7		Rio Tinto	100	592	49.352	49.641		0.289	1	29,415	36
short	6/30/08	8/11/08	42		UBS	100	2,787	10.551	11.150	9.952	-0.599	-6	27,746	-40
long	8/11/08	9/08/08	28		AstraZeneca	100	1,075	25.810	26.090		0.280	1	28,047	15
short	9/08/08	3/30/09	203		UBS	100	2,285	12.274	6.191	24.334	12.060	98	55,605	242
long	3/30/09	4/06/09	7		AstraZeneca	100	2,364	23.520	23.750		0.230	1	56,149	66
short	4/06/09	4/13/09	7		Lloyds Bank	100	70,450	0.797	0.879	0.715	-0.082	-10	50,372	-100
long	4/13/09	8/30/10	504		Deutsche Bank	100	1,865	27.002	31.697		4.695	17	59,128	12
short	8/30/10	9/06/10	7		BP	100	15,535	3.806	4.065	3.547	-0.259	-7	55,105	-97
long	9/06/10	8/08/11	336		Novo Nordisk	100	9,704	5.678	6.675		0.996	18	64,774	19
short	8/08/11	12/19/11	133		Lloyds Bank	100	197,421	0.328	0.235	0.459	0.131	40	90,577	151
long	12/19/11	10/20/14	1036		Roche	100	832	108.834	176.233		67.398	62	146,652	19
short	10/20/14	11/10/14	21		Deutsche Bank	100	8,596	17.059	16.908	17.213	0.153	1	147,969	17
long	11/10/14	8/24/15	287		Novartis	100	3,047	48.548	50.842		2.293	5	154,957	6
short	8/24/15	10/26/15	63		Rio Tinto	100	7,192	21.545	24.875	18.215	-3.330	-15	131,008	-62
long	10/26/15	12/14/15	49		SAP	100	2,593	50.508	50.391		-0.116	0	130,706	-2
short	12/14/15	12/28/15	14		Rio Tinto	100	7,072	18.480	20.065	16.895	-1.585	-9	119,497	-90
long	12/28/15	1/04/16	7		SAP	100	2,224	53.712	51.940		-1.773	-3	115,555	-83
short	1/04/16	1/25/16	21		Rio Tinto	100	6,073	19.025	16.090	22.495	3.470	18	136,631	1,740
long	1/25/16	3/28/16	63		SAP	100	2,468	55.353	55.616		0.263	0	137,281	3
short	3/28/16	4/18/16	21		Credit Suisse	100	13,663	10.047	10.559	9.535	-0.512	-5	130,286	-60
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	3,043	42.805	41.625		-1.180	-3	126,696	-77
short	4/25/16	5/16/16	21		Credit Suisse	100	12,135	10.440	9.510	11.460	1.020	10	139,079	406
long	5/16/16	3/05/18	658		BAT	100	3,303	42.097	42.210		0.113	0	139,452	0
short	3/05/18	4/23/18	49		Imperial Brands	100	5,404	25.805	23.955	27.798	1.993	8	150,222	74
long	4/23/18	10/15/18	175		LVMH	100	609	246.313	229.373		-16.939	-7	139,906	-14
short	10/15/18	11/12/18	28		Intesa Sanpaolo	100	77,815	1.798	1.715	1.885	0.087	5	146,698	86
long	11/12/18	12/10/18	28		AstraZeneca	100	2,346	62.510	60.070		-2.440	-4	140,974	-40
short	12/10/18	2/11/19	63		Bayer	100	2,563	54.994	59.628	50.360	-4.634	-8	129,097	-40
long	2/11/19	3/02/20	385		Roche	100	614	210.053	257.314		47.261	22	158,115	21
short	3/02/20	6/22/20	112		Anheuser-Busch InBev	100	3,480	45.423	40.607	50.809	5.387	12	176,861	44
long	6/22/20	6/29/20	7		ASML	100	606	291.385	294.549		3.164	1	178,778	76
short	6/29/20	7/27/20	28		Airbus	100	3,086	57.913	56.558	59.301	1.388	2	183,061	36
long	7/27/20	6/20/22	693		ASML	100	618	295.896	392.595		96.699	33	242,821	16
short	6/20/22	6/27/22	7		Adyen	100	228	1,063.462	1,224.208	902.716	-160.746	-15	206,171	-100
long	6/27/22	7/11/22	14		BAT	100	5,772	35.715	33.890		-1.825	-5	195,637	-75
short	7/11/22	7/25/22	14		Adidas	100	1,416	138.099	149.283	126.916	-11.183	-8	179,802	-89
long	7/25/22	9/05/22	42		Novo Nordisk	100	3,771	47.673	45.389		-2.284	-5	171,188	-35
short	9/05/22	11/07/22	63		Adidas	100	1,367	125.213	100.036	156.727	31.514	25	214,268	267
long	11/07/22	10/23/23	350		BP	100	42,699	5.018	5.322		0.304	6	227,248	6
short	10/23/23	10/30/23	7		Adyen	100	382	594.694	552.596	639.999	45.305	8	244,555	4,498
long	10/30/23	8/12/24	287		Novo Nordisk	100	3,085	79.261	101.590		22.329	28	313,440	37
accum	6/12/06	8/12/24	7300	days out of 7461 invested (98%)							3,034		313,440	19

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	18.76	17.67	19.92	1.16	6.18
	short	4/28/08	6/23/08	56	17.69	10.78	29.04	11.35	64.13
	short	6/30/08	8/11/08	42	10.55	11.15	9.95	-0.60	-5.68
	short	9/08/08	3/30/09	203	12.27	6.19	24.33	12.06	98.26	225.91
Roche	long	12/19/11	10/20/14	1036	108.83	176.23		67.40	61.93
	long	2/11/19	3/02/20	385	210.05	257.31		47.26	22.50	98.36
ABB	long	6/26/06	1/21/08	574	6.72	11.08		4.36	64.93	64.93
Novo Nordisk	long	9/06/10	8/08/11	336	5.68	6.67		1.00	17.55
	long	7/25/22	9/05/22	42	47.67	45.39		-2.28	-4.79
	long	10/30/23	8/12/24	287	79.26	101.59		22.33	28.17	43.44
ASML	long	6/22/20	6/29/20	7	291.39	294.55		3.16	1.09
	long	7/27/20	6/20/22	693	295.90	392.59		96.70	32.68	34.12
Lloyds Bank	short	4/06/09	4/13/09	7	0.80	0.88	0.72	-0.08	-10.29
	short	8/08/11	12/19/11	133	0.33	0.23	0.46	0.13	39.84	25.45
Deutsche Bank	long	4/13/09	8/30/10	504	27.00	31.70		4.69	17.39
	short	10/20/14	11/10/14	21	17.06	16.91	17.21	0.15	0.90	18.44
Adidas	short	7/11/22	7/25/22	14	138.10	149.28	126.92	-11.18	-8.10
	short	9/05/22	11/07/22	63	125.21	100.04	156.73	31.51	25.17	15.03
Anheuser-Busch InBev	short	3/02/20	6/22/20	112	45.42	40.61	50.81	5.39	11.86	11.86
Imperial Brands	short	3/05/18	4/23/18	49	25.81	23.96	27.80	1.99	7.72	7.72
Intesa Sanpaolo	short	10/15/18	11/12/18	28	1.80	1.71	1.89	0.09	4.86	4.86
Novartis	long	11/10/14	8/24/15	287	48.55	50.84		2.29	4.72	4.72
Credit Suisse	short	3/28/16	4/18/16	21	10.05	10.56	9.54	-0.51	-5.10
	short	4/25/16	5/16/16	21	10.44	9.51	11.46	1.02	9.77	4.18
Airbus	short	6/29/20	7/27/20	28	57.91	56.56	59.30	1.39	2.40	2.40
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	1.18	1.15	1.20	0.02	1.95	1.95
BP	short	8/30/10	9/06/10	7	3.81	4.07	3.55	-0.26	-6.81
	long	11/07/22	10/23/23	350	5.02	5.32		0.30	6.06	-1.16
AstraZeneca	long	8/11/08	9/08/08	28	25.81	26.09		0.28	1.08
	long	3/30/09	4/06/09	7	23.52	23.75		0.23	0.98
	long	11/12/18	12/10/18	28	62.51	60.07		-2.44	-3.90	-1.91
SAP	long	10/26/15	12/14/15	49	50.51	50.39		-0.12	-0.23
	long	12/28/15	1/04/16	7	53.71	51.94		-1.77	-3.30
	long	1/25/16	3/28/16	63	55.35	55.62		0.26	0.48	-3.06
LVMH	long	4/23/18	10/15/18	175	246.31	229.37		-16.94	-6.88	-6.88
BAT	long	4/18/16	4/25/16	7	42.81	41.63		-1.18	-2.76
	long	5/16/16	3/05/18	658	42.10	42.21		0.11	0.27
	long	6/27/22	7/11/22	14	35.72	33.89		-1.83	-5.11	-7.48
Rio Tinto	long	4/21/08	4/28/08	7	51.52	51.43		-0.09	-0.18
	long	6/23/08	6/30/08	7	49.35	49.64		0.29	0.59
	short	8/24/15	10/26/15	63	21.55	24.88	18.22	-3.33	-15.46
	short	12/14/15	12/28/15	14	18.48	20.07	16.90	-1.59	-8.58
	short	1/04/16	1/25/16	21	19.03	16.09	22.50	3.47	18.24	-8.23
Bayer	short	12/10/18	2/11/19	63	54.99	59.63	50.36	-4.63	-8.43	-8.43
Adyen	short	6/20/22	6/27/22	7	1,063.46	1,224.21	902.72	-160.75	-15.12
	short	10/23/23	10/30/23	7	594.69	552.60	640.00	45.30	7.62	-8.65

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.


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