Share-o-matic - Portfolio

Sun, Jul 13th, 2025, 6:05UTC

Assessment - nx-25 - Natur-Aktienindex in Dollar - 5/29/23 - RS = 32

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/29/23	⇓ Δwk	10/17/22	prc diff	⇓ Δ32	∅-RS
	L	SOM Price Index	939.812	8/12/24	-0.26	775.176		709.926	65.250	9.19	-1.21
	L	First Solar	219.230	8/12/24	3.51	201.770		118.280	83.490	70.59	57.99
		Deckers Outdoor	918.300	8/12/24	3.15	465.180		353.320	111.860	31.66	30.54
	L	Sprouts	96.180	8/12/24	-0.10	35.940		27.850	8.090	29.05	17.85
	L	INIT Innov. in Traff	40.720	8/12/24	-3.55	30.219		17.892	12.327	68.89	20.32
		Vestas Wind Systems	21.902	8/12/24	-7.76	28.786		18.741	10.045	53.60	14.07
		Encompass Health	86.860	8/12/24	1.33	59.910		48.810	11.100	22.74	8.32
	L	Kurita Water	40.152	8/09/24	-9.14	42.119		34.279	7.840	22.87	3.40
	L	Geberit	578.580	8/12/24	-0.72	543.719		441.371	102.348	23.19	8.16
	L	eBay	55.810	8/12/24	-1.26	44.360		37.850	6.510	17.20	1.28
		Cdn Nat Railway	112.076	8/12/24	-0.01	114.904		111.354	3.550	3.19	-3.17
	S	Severn Trent	3,108.287	8/12/24	-0.63	3,370.402		2,724.651	645.751	23.70	1.72
		Tesla Motors	197.490	8/12/24	-1.26	193.170		219.350	-26.180	-11.94	-1.74
	L	Ormat Technologies	71.710	8/12/24	-1.10	84.920		85.760	-0.840	-0.98	-2.41
	L	Eramet	77.529	8/12/24	5.24	92.156		63.281	28.875	45.63	-0.53
	L	Shimano	192.994	8/09/24	-0.48	155.008		152.577	2.431	1.59	-6.41
	S	Intel	19.360	8/12/24	-1.78	29.000		26.420	2.580	9.77	-5.37
		Tomra Systems	14.238	8/12/24	0.13	15.395		16.245	-0.850	-5.23	-14.11
	L	L'Occitane	4.222	7/29/24	0.72	2.658		2.598	0.059	2.28	-5.29
	L	Mayr-Melnhof	111.016	8/12/24	1.17	145.949		131.286	14.663	11.17	-7.46
	L	Umweltbank	6.044	8/12/24	-1.40	12.162		11.662	0.500	4.29	-11.07
	L	LTC Properties	35.900	8/12/24	-0.22	31.220		37.760	-6.540	-17.32	-16.84
	L	Verbund	82.351	8/12/24	1.52	74.368		79.717	-5.349	-6.71	-16.69
		Oatly	0.885	8/12/24	1.57	1.760		2.240	-0.480	-21.43	-27.05
		Interface	16.310	8/12/24	-0.79	7.020		10.410	-3.390	-32.56	-31.23
		⇓instrument	freshest		⇓ Δday	5/29/23	⇓ Δwk	10/17/22	prc diff	⇓ Δ32	∅-RS
		MillerKnoll	27.140	8/12/24	-3.49	14.690		17.860	-3.170	-17.75	-33.53
nx-25 - 25 out of 25 instruments rated - 5/29/23 / 10/17/22 - 17 did rise, Market-Ratio(32) in USD = 68.00 %

Technical Chart

	nx-25 RS = 32 - B/S = 84/81

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

Transactions nx-25 - Natur-Aktienindex in Dollar * A32 - 84/81 (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		1/09/06	7		- cash -
long	1/09/06	1/16/06	7		INIT Innov. in Traff	100	1,112	8.992	9.350		0.358	4	10,398	664
short	1/16/06	1/30/06	14		MillerKnoll	100	352	29.490	30.100	28.880	-0.610	-2	10,183	-42
long	1/30/06	2/13/06	14		Ormat Technologies	100	294	34.520	43.410		8.890	26	12,797	39,219
short	2/13/06	4/10/06	56		Boiron	100	624	20.478	21.526	19.431	-1.047	-5	12,143	-29
long	4/10/06	4/17/06	7		Interface	100	841	14.430	14.270		-0.160	-1	12,009	-44
short	4/17/06	5/01/06	14		Boiron	100	557	21.547	22.090	21.005	-0.543	-3	11,706	-49
long	5/01/06	5/22/06	21		SunOpta	100	1,106	10.582	9.303		-1.280	-12	10,291	-89
short	5/22/06	5/29/06	7		eBay	100	821	12.530	13.977	11.082	-1.448	-12	9,102	-100
long	5/29/06	6/12/06	14		Umweltbank	100	1,823	4.993	4.307		-0.685	-14	7,853	-98
short	6/12/06	1/22/07	224		eBay	100	619	12.673	12.340	13.014	0.342	3	8,065	4
long	1/22/07	2/12/07	21		Vestas Wind Systems	100	943	8.552	10.036		1.484	17	9,464	1,514
short	2/12/07	2/19/07	7		Whole Foods Market	100	421	22.450	23.035	21.865	-0.585	-3	9,218	-75
long	2/19/07	3/05/07	14		Vestas Wind Systems	100	894	10.310	9.171		-1.139	-11	8,199	-95
short	3/05/07	3/12/07	7		Whole Foods Market	100	353	23.189	22.865	23.518	0.329	1	8,315	108
long	3/12/07	3/26/07	14		Vestas Wind Systems	100	841	9.878	10.949		1.070	11	9,216	1,362
short	3/26/07	4/09/07	14		Whole Foods Market	100	406	22.685	22.405	22.969	0.284	1	9,331	38
long	4/09/07	4/23/07	14		Vestas Wind Systems	100	814	11.451	13.331		1.880	16	10,861	5,160
short	4/23/07	4/30/07	7		Whole Foods Market	100	454	23.885	23.395	24.385	0.500	2	11,088	195
long	4/30/07	5/14/07	14		Vestas Wind Systems	100	842	13.158	13.777		0.619	5	11,609	232
short	5/14/07	7/13/09	791		Whole Foods Market	100	590	19.675	9.960	38.866	19.191	98	22,932	37
long	7/13/09	12/21/09	161		EnerNOC	100	1,202	19.070	27.920		8.850	46	33,570	137
short	12/21/09	3/04/13	1169		Vestas Wind Systems	100	2,889	11.617	1.404	96.115	84.498	727	277,685	93
long	3/04/13	4/22/13	49		EnerNOC	100	17,141	16.200	16.410		0.210	1	281,284	10
short	4/22/13	4/29/13	7		Kurita Water	100	1,418,067	0.198	0.203	0.194	-0.004	-2	275,105	-69
long	4/29/13	5/27/13	28		First Solar	100	5,908	46.560	51.760		5.200	11	305,827	298
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	5/27/13	2/23/15	637		Verbund	100	14,693	20.814	18.475	23.449	2.635	13	344,540	7
long	2/23/15	3/09/15	14		Shimano	100	238,115	1.447	1.595		0.148	10	379,889	1,176
short	3/09/15	7/17/17	861		EnerNOC	100	32,608	11.650	7.700	17.626	5.976	51	574,764	19
long	7/17/17	7/31/17	14		Geox	100	160,483	3.581	3.955		0.373	10	634,695	1,228
short	7/31/17	10/26/20	1183		Boiron	100	6,770	93.745	47.388	185.451	91.705	98	1,255,540	23
long	10/26/20	1/18/21	84		Tesla Motors	100	8,962	140.093	275.387		135.294	97	2,468,045	1,786
short	1/18/21	1/25/21	7		Severn Trent	100	78,100	31.601	32.699	30.503	-1.098	-3	2,382,279	-84
long	1/25/21	3/01/21	35		Tesla Motors	100	8,114	293.600	217.733		-75.867	-26	1,766,694	-96
short	3/01/21	3/22/21	21		Severn Trent	100	58,319	30.293	30.988	29.599	-0.695	-2	1,726,188	-33
long	3/22/21	5/24/21	63		Tesla Motors	100	7,729	223.333	202.147		-21.186	-9	1,562,442	-44
short	5/24/21	6/14/21	21		Beyond Meat	100	13,325	117.250	151.530	82.970	-34.280	-29	1,105,661	-100
long	6/14/21	7/19/21	35		Interface	100	69,669	15.870	13.820		-2.050	-13	962,839	-76
short	7/19/21	8/12/24	1120		Ormat Technologies	100	14,648	65.730	71.710	59.750	-5.980	-9	875,244	-3
accum	1/09/06	8/12/24	7125	days out of 7132 invested (100%)							8,652		875,244	26

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Vestas Wind Systems	long	1/22/07	2/12/07	21	8.55	10.04		1.48	17.35
	long	2/19/07	3/05/07	14	10.31	9.17		-1.14	-11.05
	long	3/12/07	3/26/07	14	9.88	10.95		1.07	10.84
	long	4/09/07	4/23/07	14	11.45	13.33		1.88	16.42
	long	4/30/07	5/14/07	14	13.16	13.78		0.62	4.71
	short	12/21/09	3/04/13	1169	11.62	1.40	96.12	84.50	727.37	1,066.81
EnerNOC	long	7/13/09	12/21/09	161	19.07	27.92		8.85	46.41
	long	3/04/13	4/22/13	49	16.20	16.41		0.21	1.30
	short	3/09/15	7/17/17	861	11.65	7.70	17.63	5.98	51.30	124.38
Whole Foods Market	short	2/12/07	2/19/07	7	22.45	23.04	21.87	-0.59	-2.61
	short	3/05/07	3/12/07	7	23.19	22.87	23.52	0.33	1.42
	short	3/26/07	4/09/07	14	22.69	22.41	22.97	0.28	1.25
	short	4/23/07	4/30/07	7	23.89	23.40	24.39	0.50	2.09
	short	5/14/07	7/13/09	791	19.68	9.96	38.87	19.19	97.54	101.70
Boiron	short	2/13/06	4/10/06	56	20.48	21.53	19.43	-1.05	-5.11
	short	4/17/06	5/01/06	14	21.55	22.09	21.00	-0.54	-2.52
	short	7/31/17	10/26/20	1183	93.75	47.39	185.45	91.71	97.82	82.98
Tesla Motors	long	10/26/20	1/18/21	84	140.09	275.39		135.29	96.57
	long	1/25/21	3/01/21	35	293.60	217.73		-75.87	-25.84
	long	3/22/21	5/24/21	63	223.33	202.15		-21.19	-9.49	31.95
Ormat Technologies	long	1/30/06	2/13/06	14	34.52	43.41		8.89	25.75
	short	7/19/21	8/12/24	1120	65.73	71.71	59.75	-5.98	-9.10	14.31
Verbund	short	5/27/13	2/23/15	637	20.81	18.48	23.45	2.63	12.66	12.66
First Solar	long	4/29/13	5/27/13	28	46.56	51.76		5.20	11.17	11.17
Geox	long	7/17/17	7/31/17	14	3.58	3.95		0.37	10.43	10.43
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Shimano	long	2/23/15	3/09/15	14	1.45	1.60		0.15	10.26	10.26
INIT Innov. in Traff	long	1/09/06	1/16/06	7	8.99	9.35		0.36	3.98	3.98
MillerKnoll	short	1/16/06	1/30/06	14	29.49	30.10	28.88	-0.61	-2.07	-2.07
Kurita Water	short	4/22/13	4/29/13	7	0.20	0.20	0.19	-0.00	-2.20	-2.20
Severn Trent	short	1/18/21	1/25/21	7	31.60	32.70	30.50	-1.10	-3.48
	short	3/01/21	3/22/21	21	30.29	30.99	29.60	-0.69	-2.29	-5.69
eBay	short	5/22/06	5/29/06	7	12.53	13.98	11.08	-1.45	-11.56
	short	6/12/06	1/22/07	224	12.67	12.34	13.01	0.34	2.69	-9.17
SunOpta	long	5/01/06	5/22/06	21	10.58	9.30		-1.28	-12.09	-12.09
Umweltbank	long	5/29/06	6/12/06	14	4.99	4.31		-0.69	-13.72	-13.72
Interface	long	4/10/06	4/17/06	7	14.43	14.27		-0.16	-1.11
	long	6/14/21	7/19/21	35	15.87	13.82		-2.05	-12.92	-13.88
Beyond Meat	short	5/24/21	6/14/21	21	117.25	151.53	82.97	-34.28	-29.24	-29.24

Annotations

8/05/24	nx-25	Visa replaces L'Occitane
9/18/23	nx-25	Eramet replaces Boiron
8/25/22	Tesla Motors	stock split 1:3 (three for one)
8/18/22	nx-25	Oatly Group replaces Beyond Meat
5/27/22	Tomra Systems	stock split 1:2 (two for one)
5/31/21	nx-25	Canadian National Railway replaces Kansas City Southern due to upcoming merger
6/06/20	nx-25	Deckers Outdoor Corporation replaces Geox
2/07/20	nx-25	Beyond Meat replaces SunOpta
1/02/18	HealthSouth	renames herself Encompass Health Corporation and gets new IDs and ticker
9/18/17	Umweltbank	stock split 1:5 (five for one)
7/26/17	nx-25	LTC Properties and Sprouts Farmers Market replace EnerNOC (->Enel) and Whole Foods (-> Amazon)
6/01/17	nx-25	Intel replaces Ricoh due to national weight shifts in MSCI World
2/17/16	SOM Price Index	The nx-25 index is published by Öko-Invest Verlag, Vienna. The index provided on this site is an equal weighted price index calculated on Dollar basis starting in 2005 with an initial value of 100 (Share-o-matic standard for comparability reasons). Therefore the gradient differs from the original nx-25 index.
1/25/16	nx-25	complete analysis
	nx-25	HealthSouth replaces Keurig Green Mountain (2015-12-31)
	HealthSouth	recording started
8/17/15	nx-25	complete analysis
	nx-25	Gaiam replaced by eBay
7/20/15	eBay	spin-off of PayPal ratio 2790 : 3839
3/14/15	nx-25	first complete analysis


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