Share-o-matic - Portfolio

Tue, May 26th, 2026, 22:41UTC

Assessment - STOXX Europe 50 in Euro - 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	4,344.220	8/12/24	-0.16	3,981.990		3,596.170	385.820	10.73	9.03
	L	ABB	46.087	8/12/24	0.55	30.248		28.820	1.428	4.96	5.48
	S	Air Liquide	162.300	8/12/24	-0.79	158.040		133.780	24.260	18.13	14.27
		Airbus	133.760	8/12/24	-0.45	126.180		113.980	12.200	10.70	17.98
		Allianz	255.900	8/12/24		216.350		187.340	29.010	15.49	11.94
		Anheuser-Busch InBev	55.200	8/12/24	-0.47	61.080		52.620	8.460	16.08	15.12
		ASML	784.600	8/12/24	0.08	607.000		476.800	130.200	27.31	15.58
	L	AstraZeneca	14,578.390	8/12/24	0.63	13,346.413		12,234.250	1,112.163	9.09	7.54
		Axa	32.350	8/12/24	-0.77	28.700		26.490	2.210	8.34	14.51
		Banco Santander	4.089	8/12/24	-0.24	3.524		2.661	0.864	32.46	25.29
	S	BASF	41.280	8/12/24	-0.22	48.410		47.605	0.805	1.69	3.66
	L	BAT	3,195.154	8/12/24		3,237.361		3,870.464	-633.103	-16.36	-15.26
	L	Bayer	25.960	8/12/24	-0.04	60.560		54.280	6.280	11.57	8.56
		BNP Paribas	59.250	8/12/24		57.230		50.690	6.540	12.90	12.18
		BP	501.460	8/12/24	1.35	606.748		576.662	30.086	5.22	16.52
		Deutsche Post	36.040	8/12/24	-0.36	41.700		35.820	5.880	16.42	10.96
	L	Deutsche Telekom	24.730	8/12/24	0.49	22.600		19.646	2.954	15.04	18.32
	S	Diageo	2,796.473	8/12/24	1.03	4,202.979		4,188.788	14.191	0.34	-1.66
		Enel	6.438	8/12/24	0.44	5.849		4.738	1.112	23.46	12.34
		EssilorLuxottica	207.300	8/12/24	-0.58	167.580		165.200	2.380	1.44	5.25
		Glencore	467.980	8/12/24	1.27	521.708		611.368	-89.660	-14.67	-8.73
		GSK	1,793.210	8/12/24	0.42	1,737.315		1,582.891	154.424	9.76	-0.30
		Hermes International	2,006.000	8/12/24	-0.50	1,872.000		1,348.000	524.000	38.87	40.49
	L	HSBC	734.509	8/12/24	0.22	642.111		550.920	91.190	16.55	5.60
	L	Iberdrola	12.105	8/12/24	0.29	11.760		10.000	1.760	17.60	11.44
		instrument	freshest		⇓ Δday	4/10/23	⇓ Δwk	11/07/22	prc diff	⇓ Δ22	⇓∅-RS
		ING Groep	15.232	8/12/24	0.21	11.422		11.090	0.332	2.99	11.21
		L´Oreal	376.650	8/12/24	-1.59	410.100		323.200	86.900	26.89	17.93
	S	LVMH	635.100	8/12/24	-0.14	829.100		656.000	173.100	26.39	24.08
	S	Mercedes-Benz	57.480	8/12/24	-0.57	67.820		59.830	7.990	13.35	9.48
	L	Münchener Rück	439.200	8/12/24	1.01	329.800		271.700	58.100	21.38	26.11
	S	National Grid	1,116.080	8/12/24	-0.04	1,300.420		1,098.393	202.026	18.39	6.12
	L	Nestlé	89.763	8/12/24	-0.40	115.161		108.560	6.600	6.08	1.78
	L	Novartis	97.966	8/12/24	0.16	88.203		81.334	6.869	8.45	7.01
		Novo Nordisk	119.841	8/12/24	-2.80	72.181		57.304	14.877	25.96	26.77
	L	Prosus	32.850	8/12/24	1.77	32.260		23.310	8.950	38.40	21.69
		Reckitt Benckiser	4,768.206	8/12/24		7,106.680		6,481.418	625.262	9.65	1.41
		RELX	4,027.879	8/12/24	0.57	2,997.810		2,621.297	376.513	14.36	10.89
	L	Richemont	129.824	8/12/24	1.22	141.520		104.544	36.976	35.37	23.45
		Rio Tinto	5,637.434	8/12/24	0.56	6,040.108		5,796.502	243.606	4.20	-2.10
	L	Roche	281.319	8/12/24	0.25	277.977		327.003	-49.025	-14.99	-10.90
		Safran	192.200	8/12/24	-0.18	136.420		113.340	23.080	20.36	24.67
		Sanofi	95.670	8/12/24	-0.60	102.440		86.790	15.650	18.03	13.04
		SAP	189.300	8/12/24	-0.33	117.000		96.870	20.130	20.78	21.36
		Schneider Electric	211.250	8/12/24	0.38	142.640		132.800	9.840	7.41	7.78
		Shell	33.025	8/12/24	0.93	27.725		28.685	-0.960	-3.35	4.38
		Siemens	157.200	8/12/24	0.01	141.120		114.560	26.560	23.18	19.17
		TotalEnergies	61.720	8/12/24	0.60	57.500		58.160	-0.660	-1.13	7.95
		UBS	25.165	8/12/24	0.44	18.967		16.474	2.494	15.14	11.91
	L	Unilever Plc	5,377.350	8/12/24	-0.34	4,913.647		4,633.524	280.123	6.05	7.80
	S	Vinci	102.650	8/12/24	-0.77	107.160		93.990	13.170	14.01	14.06
		instrument	freshest		⇓ Δday	4/10/23	⇓ Δwk	11/07/22	prc diff	⇓ Δ22	⇓∅-RS
	L	Zurich Insurance	470.587	8/12/24	0.85	457.827		435.230	22.597	5.19	5.53
Europe 50 - 50 out of 50 instruments rated - 4/10/23 / 11/07/22 - 45 did rise, Market-Ratio(22) in EUR = 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 Euro * 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	5,845	1.711	1.675	1.748	0.037	2	10,216	75
long	6/26/06	1/21/08	574		ABB	100	1,046	9.760	14.819		5.059	52	15,507	30
short	1/21/08	4/21/08	91		UBS	100	618	25.092	22.315	28.215	3.123	12	17,437	60
long	4/21/08	4/28/08	7		Rio Tinto	100	267	65.080	65.345		0.265	0	17,508	24
short	4/28/08	6/23/08	56		UBS	100	778	22.478	13.648	37.019	14.541	65	28,821	2,484
long	6/23/08	6/30/08	7		Rio Tinto	100	461	62.486	62.709		0.223	0	28,924	20
short	6/30/08	8/11/08	42		UBS	100	2,170	13.328	14.273	12.384	-0.944	-7	26,875	-47
long	8/11/08	9/08/08	28		AstraZeneca	100	813	33.039	32.306		-0.733	-2	26,279	-25
short	9/08/08	3/30/09	203		UBS	100	1,729	15.198	6.668	34.638	19.441	128	59,892	340
long	3/30/09	4/06/09	7		AstraZeneca	100	2,364	25.334	26.133		0.799	3	61,782	405
short	4/06/09	4/13/09	7		Lloyds Bank	100	70,448	0.877	0.978	0.776	-0.101	-12	54,647	-100
long	4/13/09	8/30/10	504		Deutsche Bank	100	1,818	30.053	38.566		8.513	28	70,124	20
short	8/30/10	9/06/10	7		BP	100	15,143	4.631	4.871	4.391	-0.240	-5	66,492	-94
long	9/06/10	8/08/11	336		Novo Nordisk	100	9,772	6.804	7.659		0.855	13	74,850	14
short	8/08/11	12/19/11	133		Lloyds Bank	100	198,815	0.376	0.280	0.507	0.130	35	100,760	126
long	12/19/11	10/20/14	1036		Roche	100	776	129.719	222.572		92.853	72	172,814	21
short	10/20/14	11/10/14	21		Deutsche Bank	100	8,021	21.545	21.563	21.527	-0.018	0	172,670	-1
long	11/10/14	8/24/15	287		Novartis	100	2,788	61.916	69.088		7.172	12	192,665	15
short	8/24/15	10/26/15	63		Rio Tinto	100	6,580	29.277	34.539	24.015	-5.262	-18	158,041	-68
long	10/26/15	12/14/15	49		SAP	100	2,253	70.130	69.400		-0.730	-1	156,397	-7
short	12/14/15	12/28/15	14		Rio Tinto	100	6,145	25.451	27.218	23.684	-1.767	-7	145,540	-85
long	12/28/15	1/04/16	7		SAP	100	1,997	72.860	70.580		-2.280	-3	140,986	-81
short	1/04/16	1/25/16	21		Rio Tinto	100	5,453	25.853	21.127	31.636	5.783	22	172,523	3,241
long	1/25/16	3/28/16	63		SAP	100	2,373	72.680	70.840		-1.840	-3	168,157	-14
short	3/28/16	4/18/16	21		Credit Suisse	100	13,140	12.797	13.328	12.266	-0.531	-4	161,173	-52
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	2,982	54.033	53.496		-0.537	-1	159,571	-41
short	4/25/16	5/16/16	21		Credit Suisse	100	11,893	13.417	12.098	14.880	1.463	11	176,969	504
long	5/16/16	3/05/18	658		BAT	100	3,304	53.552	47.374		-6.178	-12	156,558	-7
short	3/05/18	4/23/18	49		Imperial Brands	100	5,405	28.962	27.333	30.688	1.726	6	165,886	54
long	4/23/18	10/15/18	175		LVMH	100	590	281.050	260.450		-20.600	-7	153,732	-15
short	10/15/18	11/12/18	28		Intesa Sanpaolo	100	75,303	2.042	1.960	2.126	0.085	4	160,110	70
long	11/12/18	12/10/18	28		AstraZeneca	100	2,240	71.460	66.412		-5.049	-7	148,801	-62
short	12/10/18	2/11/19	63		Bayer	100	2,447	60.800	68.170	53.430	-7.370	-12	130,767	-53
long	2/11/19	3/02/20	385		Roche	100	544	240.143	294.575		54.432	23	160,378	21
short	3/02/20	6/22/20	112		Anheuser-Busch InBev	100	3,084	52.000	44.950	60.156	8.156	16	185,530	61
long	6/22/20	6/29/20	7		ASML	100	575	322.550	322.200		-0.350	0	185,329	-6
short	6/29/20	7/27/20	28		Airbus	100	2,925	63.350	61.920	64.813	1.463	2	189,608	35
long	7/27/20	6/20/22	693		ASML	100	585	323.950	457.250		133.300	41	267,588	20
short	6/20/22	6/27/22	7		Adyen	100	216	1,238.600	1,419.800	1,057.400	-181.200	-15	228,449	-100
long	6/27/22	7/11/22	14		BAT	100	5,515	41.421	40.020		-1.401	-3	220,723	-59
short	7/11/22	7/25/22	14		Adidas	100	1,353	163.080	176.020	150.140	-12.940	-8	203,216	-88
long	7/25/22	9/05/22	42		Novo Nordisk	100	3,615	56.211	52.634		-3.578	-6	190,282	-44
short	9/05/22	11/07/22	63		Adidas	100	1,310	145.200	114.960	183.395	38.195	26	240,317	287
long	11/07/22	10/23/23	350		BP	100	41,673	5.767	6.105		0.338	6	254,423	6
short	10/23/23	10/30/23	7		Adyen	100	372	682.200	633.000	735.224	53.024	8	274,148	4,855
long	10/30/23	8/12/24	287		Novo Nordisk	100	3,019	90.794	119.733		28.940	32	361,516	42
accum	6/12/06	8/12/24	7288	days out of 7449 invested (98%)							3,515		361,516	20

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	25.09	22.31	28.21	3.12	12.45
	short	4/28/08	6/23/08	56	22.48	13.65	37.02	14.54	64.69
	short	6/30/08	8/11/08	42	13.33	14.27	12.38	-0.94	-7.08
	short	9/08/08	3/30/09	203	15.20	6.67	34.64	19.44	127.92	292.18
Roche	long	12/19/11	10/20/14	1036	129.72	222.57		92.85	71.58
	long	2/11/19	3/02/20	385	240.14	294.57		54.43	22.67	110.47
ABB	long	6/26/06	1/21/08	574	9.76	14.82		5.06	51.83	51.83
ASML	long	6/22/20	6/29/20	7	322.55	322.20		-0.35	-0.11
	long	7/27/20	6/20/22	693	323.95	457.25		133.30	41.15	41.00
Novo Nordisk	long	9/06/10	8/08/11	336	6.80	7.66		0.86	12.57
	long	7/25/22	9/05/22	42	56.21	52.63		-3.58	-6.36
	long	10/30/23	8/12/24	287	90.79	119.73		28.94	31.87	39.00
Deutsche Bank	long	4/13/09	8/30/10	504	30.05	38.57		8.51	28.33
	short	10/20/14	11/10/14	21	21.55	21.56	21.53	-0.02	-0.08	28.22
Lloyds Bank	short	4/06/09	4/13/09	7	0.88	0.98	0.78	-0.10	-11.55
	short	8/08/11	12/19/11	133	0.38	0.28	0.51	0.13	34.62	19.07
Adidas	short	7/11/22	7/25/22	14	163.08	176.02	150.14	-12.94	-7.93
	short	9/05/22	11/07/22	63	145.20	114.96	183.39	38.19	26.30	16.28
Anheuser-Busch InBev	short	3/02/20	6/22/20	112	52.00	44.95	60.16	8.16	15.68	15.68
Novartis	long	11/10/14	8/24/15	287	61.92	69.09		7.17	11.58	11.58
Credit Suisse	short	3/28/16	4/18/16	21	12.80	13.33	12.27	-0.53	-4.15
	short	4/25/16	5/16/16	21	13.42	12.10	14.88	1.46	10.90	6.30
Imperial Brands	short	3/05/18	4/23/18	49	28.96	27.33	30.69	1.73	5.96	5.96
Intesa Sanpaolo	short	10/15/18	11/12/18	28	2.04	1.96	2.13	0.08	4.15	4.15
Airbus	short	6/29/20	7/27/20	28	63.35	61.92	64.81	1.46	2.31	2.31
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	1.71	1.67	1.75	0.04	2.16	2.16
BP	short	8/30/10	9/06/10	7	4.63	4.87	4.39	-0.24	-5.18
	long	11/07/22	10/23/23	350	5.77	6.11		0.34	5.87	0.39
Rio Tinto	long	4/21/08	4/28/08	7	65.08	65.35		0.26	0.41
	long	6/23/08	6/30/08	7	62.49	62.71		0.22	0.36
	short	8/24/15	10/26/15	63	29.28	34.54	24.02	-5.26	-17.97
	short	12/14/15	12/28/15	14	25.45	27.22	23.68	-1.77	-6.94
	short	1/04/16	1/25/16	21	25.85	21.13	31.64	5.78	22.37	-5.88
AstraZeneca	long	8/11/08	9/08/08	28	33.04	32.31		-0.73	-2.22
	long	3/30/09	4/06/09	7	25.33	26.13		0.80	3.16
	long	11/12/18	12/10/18	28	71.46	66.41		-5.05	-7.07	-6.26
SAP	long	10/26/15	12/14/15	49	70.13	69.40		-0.73	-1.04
	long	12/28/15	1/04/16	7	72.86	70.58		-2.28	-3.13
	long	1/25/16	3/28/16	63	72.68	70.84		-1.84	-2.53	-6.56
LVMH	long	4/23/18	10/15/18	175	281.05	260.45		-20.60	-7.33	-7.33
Adyen	short	6/20/22	6/27/22	7	1,238.60	1,419.80	1,057.40	-181.20	-14.63
	short	10/23/23	10/30/23	7	682.20	633.00	735.22	53.02	7.77	-7.99
Bayer	short	12/10/18	2/11/19	63	60.80	68.17	53.43	-7.37	-12.12	-12.12
BAT	long	4/18/16	4/25/16	7	54.03	53.50		-0.54	-0.99
	long	5/16/16	3/05/18	658	53.55	47.37		-6.18	-11.54
	long	6/27/22	7/11/22	14	41.42	40.02		-1.40	-3.38	-15.38

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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