Share-o-matic - Portfolio

Fri, Jan 17th, 2025, 15:18UTC

Assessment - Belgian 20 Index in Swiss Franc - 12/25/23 - RS = 31

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/25/23	Δwk	5/22/23	prc diff	⇓ Δ31	⇓∅-RS
		BEL 20	3,816.588	8/12/24	-0.47	3,475.798		3,627.836	-152.037	-4.19	-2.82
	L	UCB	145.325	8/12/24	-2.38	73.319		84.760	-11.440	-13.50	-4.58
		argenx	461.432	8/12/24	0.35	318.232		378.942	-60.710	-16.02	-16.77
		D´Ieteren	194.586	8/12/24		165.776		161.946	3.829	2.36	4.09
	L	Solvay	28.895	8/12/24	-1.83	24.786		101.362	-76.576	-75.55	-71.53
		KBC	62.891	8/12/24	-0.21	54.786		58.623	-3.837	-6.54	-8.24
		Ageas	40.032	8/12/24	0.33	37.132		39.836	-2.704	-6.79	-3.31
		Ackermans van Haaren	161.147	8/12/24	0.06	149.718		157.577	-7.860	-4.99	0.74
		Aedifica	57.667	8/12/24	0.66	60.265		64.808	-4.543	-7.01	-4.32
		Anheuser-Busch InBev	52.141	8/12/24	-0.47	55.155		52.914	2.241	4.23	4.05
		Sofina	198.364	8/12/24	0.67	213.288		199.035	14.254	7.16	7.47
		GBL	62.390	8/12/24	0.08	67.708		74.973	-7.265	-9.69	-6.73
		Cofinimmo	57.667	8/12/24	-0.57	66.830		74.031	-7.201	-9.73	-6.54
		Warehouses De Pauw	22.991	8/12/24	-0.57	26.789		25.729	1.060	4.12	4.64
	L	Melexis	74.056	8/12/24	1.49	86.997		83.789	3.208	3.83	1.18
	S	Elia	88.650	8/12/24	-1.42	106.266		114.081	-7.814	-6.85	-1.86
	S	Aperam	23.671	8/12/24	-0.63	31.096		31.554	-0.458	-1.45	5.29
		Proximus	6.050	8/12/24	2.15	8.091		7.136	0.955	13.39	4.62
		Syensqo	64.601	8/12/24	-1.70	87.847					-na-
	S	Galapagos	21.159	8/12/24	-2.52	34.336		40.341	-6.005	-14.89	-3.25
	S	Umicore	10.674	8/12/24	-0.88	23.341		27.428	-4.087	-14.90	-10.72
BEL 20 - 19 out of 20 instruments rated - 12/25/23 / 5/22/23 - 6 did rise, Market-Ratio(31) in CHF = 31.58 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	BEL 20 RS = 31 - B/S = 61/49

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

Transactions Belgian 20 Index in Swiss Franc * A31 - 61/49 (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		7/30/07	574		- cash -
short	7/30/07	10/08/07	70		UCB	100	151	65.916	67.944	63.889	-2.027	-3	9,694	-15
long	10/08/07	10/22/07	14		Umicore	100	327	29.624	28.059		-1.565	-5	9,182	-76
short	10/22/07	6/01/09	588		Ageas	100	25	363.537	42.118	3,137.839	2,774.302	763	78,540	281
long	6/01/09	6/08/09	7		Galapagos	100	6,585	11.926	11.450		-0.476	-4	75,408	-88
short	6/08/09	7/06/09	28		KBC	100	3,375	22.340	18.214	27.400	5.060	23	92,486	1,332
long	7/06/09	5/17/10	315		Galapagos	100	8,455	10.938	14.545		3.608	33	122,991	39
short	5/17/10	8/02/10	77		Ageas	100	4,235	29.035	29.889	28.181	-0.854	-3	119,373	-13
long	8/02/10	8/16/10	14		Bekaert	100	1,581	75.492	71.163		-4.329	-6	112,529	-79
short	8/16/10	8/30/10	14		Ageas	100	4,230	26.598	26.081	27.125	0.527	2	114,759	67
long	8/30/10	11/08/10	70		Bekaert	100	1,627	70.515	103.557		33.043	47	168,520	642
short	11/08/10	12/06/10	28		KBC	100	4,114	40.953	37.976	44.164	3.210	8	181,727	167
long	12/06/10	5/30/11	175		Bekaert	100	1,713	106.049	86.351		-19.698	-19	147,985	-35
short	5/30/11	7/04/11	35		Galapagos	100	12,746	11.610	10.373	12.995	1.385	12	165,638	224
long	7/04/11	7/11/11	7		Solvay	100	1,248	132.676	128.231		-4.445	-3	160,090	-83
short	7/11/11	3/12/12	245		Bekaert	100	2,659	60.195	29.862	121.341	61.146	102	322,678	184
long	3/12/12	5/14/12	63		Galapagos	100	21,340	15.121	13.201		-1.920	-13	281,715	-54
short	5/14/12	6/25/12	42		Bekaert	100	10,263	27.447	21.886	34.421	6.974	25	353,289	615
long	6/25/12	10/22/12	119		Galapagos	100	24,015	14.711	20.425		5.714	39	490,518	174
short	10/22/12	11/12/12	21		Bekaert	100	18,807	26.082	25.674	26.496	0.414	2	498,312	32
long	11/12/12	6/24/13	224		Galapagos	100	24,436	20.392	17.424		-2.967	-15	425,799	-23
short	6/24/13	7/15/13	21		Aperam	100	41,736	10.202	10.465	9.939	-0.263	-3	414,807	-37
long	7/15/13	10/13/14	455		KBC	100	10,697	38.777	49.242		10.466	27	526,757	21
short	10/13/14	11/17/14	35		Galapagos	100	39,208	13.435	15.378	11.492	-1.943	-14	450,568	-80
long	11/17/14	11/24/14	7		Proximus	100	12,296	36.643	36.965		0.322	1	454,530	58
short	11/24/14	12/01/14	7		Galapagos	100	29,301	15.512	15.663	15.361	-0.151	-1	450,109	-40
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	12/01/14	12/15/14	14		Proximus	100	11,836	38.027	35.490		-2.537	-7	420,078	-83
short	12/15/14	1/19/15	35		Umicore	100	22,442	18.718	16.919	20.707	1.990	11	464,734	187
long	1/19/15	9/28/15	252		bpost	100	19,919	23.331	22.995		-0.336	-1	458,043	-2
short	9/28/15	3/28/16	182		Solvay	100	4,673	98.013	93.389	102.867	4.854	5	480,723	10
long	3/28/16	4/25/16	28		Bekaert	100	12,599	38.154	41.505		3.352	9	522,950	200
short	4/25/16	8/22/16	119		Ackermans van Haaren	100	4,309	121.340	122.743	119.937	-1.403	-1	516,904	-4
long	8/22/16	11/21/16	91		Umicore	100	17,580	29.403	29.274		-0.129	0	514,632	-2
short	11/21/16	1/30/17	70		Engie	100	41,676	12.348	11.738	12.990	0.642	5	541,384	30
long	1/30/17	11/13/17	287		Galapagos	100	8,386	64.554	89.887		25.333	39	753,823	52
short	11/13/17	1/08/18	56		Bekaert	100	16,947	44.479	43.403	45.581	1.102	2	772,498	17
long	1/08/18	2/19/18	42		Umicore	100	15,177	50.896	53.172		2.276	4	807,036	46
short	2/19/18	4/22/19	427		Anheuser-Busch InBev	100	8,199	98.429	91.290	106.125	7.697	8	870,143	7
long	4/22/19	5/13/19	21		Colruyt	100	11,689	74.436	72.872		-1.564	-2	851,862	-31
short	5/13/19	7/15/19	63		Umicore	100	25,141	33.883	29.338	39.132	5.249	15	983,835	130
long	7/15/19	8/26/19	42		Galapagos	100	5,830	168.752	161.850		-6.902	-4	943,596	-30
short	8/26/19	10/28/19	63		Aperam	100	43,052	21.917	26.107	17.728	-4.190	-19	763,223	-71
long	10/28/19	11/18/19	21		Galapagos	100	4,374	174.487	185.064		10.577	6	809,486	178
short	11/18/19	12/09/19	21		Colruyt	100	15,312	52.865	51.709	54.046	1.181	2	827,577	47
long	12/09/19	3/02/20	84		Galapagos	100	3,862	214.269	204.530		-9.739	-5	789,964	-18
short	3/02/20	10/12/20	224		Anheuser-Busch InBev	100	14,220	55.553	54.641	56.480	0.927	2	803,150	3
long	10/12/20	1/24/22	469		argenx	100	3,140	255.755	240.785		-14.970	-6	756,143	-5
short	1/24/22	5/08/23	469		Umicore	100	22,418	33.729	28.833	39.455	5.727	17	884,523	13
long	5/08/23	6/19/23	42		Solvay	100	8,353	105.884	98.276		-7.608	-7	820,974	-48
short	6/19/23	5/06/24	322		Proximus	100	118,254	6.942	6.848	7.038	0.096	1	832,274	2
long	5/06/24	6/17/24	42		UCB	100	7,146	116.463	131.108		14.645	13	936,929	180
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	6/17/24	8/12/24	56		Umicore	100	72,788	12.872	10.953	15.128	2.256	18	1,101,122	186
accum	7/30/07	8/12/24	6381	days out of 6955 invested (92%)							10,911		1,101,122	31

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Ageas	short	10/22/07	6/01/09	588	363.54	42.12	3,137.84	2,774.30	763.14
	short	5/17/10	8/02/10	77	29.03	29.89	28.18	-0.85	-2.94
	short	8/16/10	8/30/10	14	26.60	26.08	27.12	0.53	1.98	754.35
Bekaert	long	8/02/10	8/16/10	14	75.49	71.16		-4.33	-5.73
	long	8/30/10	11/08/10	70	70.51	103.56		33.04	46.86
	long	12/06/10	5/30/11	175	106.05	86.35		-19.70	-18.57
	short	7/11/11	3/12/12	245	60.20	29.86	121.34	61.15	101.58
	short	5/14/12	6/25/12	42	27.45	21.89	34.42	6.97	25.41
	short	10/22/12	11/12/12	21	26.08	25.67	26.50	0.41	1.59
	long	3/28/16	4/25/16	28	38.15	41.51		3.35	8.78
	short	11/13/17	1/08/18	56	44.48	43.40	45.58	1.10	2.48	222.73
Umicore	long	10/08/07	10/22/07	14	29.62	28.06		-1.57	-5.28
	short	12/15/14	1/19/15	35	18.72	16.92	20.71	1.99	10.63
	long	8/22/16	11/21/16	91	29.40	29.27		-0.13	-0.44
	long	1/08/18	2/19/18	42	50.90	53.17		2.28	4.47
	short	5/13/19	7/15/19	63	33.88	29.34	39.13	5.25	15.49
	short	1/24/22	5/08/23	469	33.73	28.83	39.46	5.73	16.98
	short	6/17/24	8/12/24	56	12.87	10.95	15.13	2.26	17.52	73.05
Galapagos	long	6/01/09	6/08/09	7	11.93	11.45		-0.48	-3.99
	long	7/06/09	5/17/10	315	10.94	14.55		3.61	32.99
	short	5/30/11	7/04/11	35	11.61	10.37	12.99	1.38	11.93
	long	3/12/12	5/14/12	63	15.12	13.20		-1.92	-12.69
	long	6/25/12	10/22/12	119	14.71	20.43		5.71	38.84
	long	11/12/12	6/24/13	224	20.39	17.42		-2.97	-14.55
	short	10/13/14	11/17/14	35	13.43	15.38	11.49	-1.94	-14.46
	short	11/24/14	12/01/14	7	15.51	15.66	15.36	-0.15	-0.97
	long	1/30/17	11/13/17	287	64.55	89.89		25.33	39.24
	long	7/15/19	8/26/19	42	168.75	161.85		-6.90	-4.09
	long	10/28/19	11/18/19	21	174.49	185.06		10.58	6.06
	long	12/09/19	3/02/20	84	214.27	204.53		-9.74	-4.55	69.53
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
KBC	short	6/08/09	7/06/09	28	22.34	18.21	27.40	5.06	22.65
	short	11/08/10	12/06/10	28	40.95	37.98	44.16	3.21	7.84
	long	7/15/13	10/13/14	455	38.78	49.24		10.47	26.99	67.96
Anheuser-Busch InBev	short	2/19/18	4/22/19	427	98.43	91.29	106.13	7.70	7.82
	short	3/02/20	10/12/20	224	55.55	54.64	56.48	0.93	1.67	9.62
UCB	short	7/30/07	10/08/07	70	65.92	67.94	63.89	-2.03	-3.08
	long	5/06/24	6/17/24	42	116.46	131.11		14.65	12.58	9.11
Engie	short	11/21/16	1/30/17	70	12.35	11.74	12.99	0.64	5.20	5.20
Colruyt	long	4/22/19	5/13/19	21	74.44	72.87		-1.56	-2.10
	short	11/18/19	12/09/19	21	52.86	51.71	54.05	1.18	2.23	0.09
Ackermans van Haaren	short	4/25/16	8/22/16	119	121.34	122.74	119.94	-1.40	-1.16	-1.16
bpost	long	1/19/15	9/28/15	252	23.33	23.00		-0.34	-1.44	-1.44
Proximus	long	11/17/14	11/24/14	7	36.64	36.96		0.32	0.88
	long	12/01/14	12/15/14	14	38.03	35.49		-2.54	-6.67
	short	6/19/23	5/06/24	322	6.94	6.85	7.04	0.10	1.38	-4.56
Solvay	long	7/04/11	7/11/11	7	132.68	128.23		-4.44	-3.35
	short	9/28/15	3/28/16	182	98.01	93.39	102.87	4.85	4.95
	long	5/08/23	6/19/23	42	105.88	98.28		-7.61	-7.19	-5.85
argenx	long	10/12/20	1/24/22	469	255.76	240.79		-14.97	-5.85	-5.85
Aperam	short	6/24/13	7/15/13	21	10.20	10.47	9.94	-0.26	-2.58
	short	8/26/19	10/28/19	63	21.92	26.11	17.73	-4.19	-19.12	-21.20

Annotations

2/19/24	BEL 20	Component update: Melexis and Syensqo replace Colruyt and VGP
1/02/20	Warehouses De Pauw	splits 1:7 (seven for one)
3/30/17	BEL 20	machine learning processed for all techniques
3/20/17	BEL 20	Aperam and Sofina replace Ahold Delhaize and Elia System Operator
10/04/16	AB InBev	acquisition of SAB Miller completed
7/08/16	BEL 20	Galapagos, ING and Ontex replace Befimmo, D'Ieteren and Delta Lloyd
9/09/15	BEL 20	complete analysis (scheduled)
6/22/15	Belgacom	changes name to Proximus


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