Share-o-matic - Portfolio

Thu, Jun 4th, 2026, 9:50UTC

Assessment - STOXX Europe 50 in Japanese yen - 3/25/24 - RS = 22

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/25/24	Δwk	10/23/23	prc diff	⇓ Δ22	⇓∅-RS
		Stoxx 50	713,234.040	8/12/24	-0.16	723,244.094		609,638.525	113,605.569	18.63	15.23
	L	Roche	46,823.330	8/12/24	0.25	38,008.139		39,894.566	-1,886.428	-4.73	-8.64
	L	AstraZeneca	2,447,389.275	8/12/24	0.63	1,990,466.676		1,850,007.806	140,458.870	7.59	1.93
	L	Unilever Plc	902,738.110	8/12/24	-0.34	757,867.219		730,478.330	27,388.889	3.75	4.51
	L	Prosus	5,393.313	8/12/24	1.77	4,536.293		4,169.887	366.407	8.79	-0.64
	L	BAT	536,395.724	8/12/24		454,911.833		448,581.101	6,330.732	1.41	-0.98
	L	Deutsche Telekom	4,060.171	8/12/24	0.49	3,619.348		3,223.020	396.328	12.30	10.18
	L	Novartis	16,305.576	8/12/24	0.16	14,564.449		14,191.079	373.370	2.63	1.27
	L	ABB	7,670.733	8/12/24	0.55	7,047.097		5,019.779	2,027.317	40.39	26.96
		Sanofi	15,707.101	8/12/24	-0.60	14,718.737		15,697.551	-978.814	-6.24	-0.18
	L	Iberdrola	1,987.399	8/12/24	0.29	1,868.368		1,643.844	224.525	13.66	7.00
		Enel	1,056.991	8/12/24	0.44	996.080		908.705	87.375	9.62	4.71
		Shell	5,422.045	8/12/24	0.93	5,119.953		5,076.036	43.917	0.87	13.57
		SAP	31,079.274	8/12/24	-0.33	29,673.893		19,786.802	9,887.091	49.97	43.96
		ING Groep	2,500.790	8/12/24	0.21	2,413.118		1,935.888	477.230	24.65	23.85
	L	HSBC	123,307.821	8/12/24	0.22	119,611.842		112,191.067	7,420.775	6.61	9.00
		RELX	676,191.825	8/12/24	0.57	656,467.170		522,581.413	133,885.757	25.62	29.37
	L	Münchener Rück	72,107.856	8/12/24	1.01	71,680.988		59,414.695	12,266.293	20.65	26.83
		Novo Nordisk	19,657.199	8/12/24	-2.80	19,692.423		14,596.697	5,095.726	34.91	47.23
		Anheuser-Busch InBev	9,062.736	8/12/24	-0.47	9,115.274		7,954.160	1,161.113	14.60	6.20
		EssilorLuxottica	34,034.514	8/12/24	-0.58	34,420.337		26,426.047	7,994.290	30.25	24.83
		Rio Tinto	946,400.454	8/12/24	0.56	959,997.061		895,788.433	64,208.628	7.17	2.71
		Schneider Electric	34,683.025	8/12/24	0.38	35,290.491		22,660.934	12,629.557	55.73	37.10
		TotalEnergies	10,133.190	8/12/24	0.60	10,381.101		9,947.690	433.411	4.36	13.95
		Reckitt Benckiser	800,476.304	8/12/24		822,690.479		1,072,271.851	-249,581.372	-23.28	-21.31
		⇓instrument	freshest		⇓ Δday	3/25/24	Δwk	10/23/23	prc diff	⇓ Δ22	⇓∅-RS
		Glencore	78,563.494	8/12/24	1.27	81,120.039		78,533.747	2,586.292	3.29	2.04
	L	Bayer	4,262.113	8/12/24	-0.04	4,406.591		6,544.239	-2,137.648	-32.66	-31.82
	L	Zurich Insurance	78,325.420	8/12/24	0.85	81,780.705		70,031.716	11,748.989	16.78	16.73
	L	Richemont	21,608.175	8/12/24	1.22	22,712.181		17,768.239	4,943.942	27.82	8.90
		BNP Paribas	9,727.665	8/12/24		10,259.608		8,962.502	1,297.107	14.47	13.20
		Axa	5,311.223	8/12/24	-0.77	5,676.524		4,350.318	1,326.205	30.49	27.35
	L	Nestlé	14,940.317	8/12/24	-0.40	15,970.160		17,311.437	-1,341.277	-7.75	-5.29
		Allianz	42,013.662	8/12/24		45,182.336		34,776.997	10,405.339	29.92	28.16
		GSK	301,040.371	8/12/24	0.42	324,518.456		267,866.477	56,651.979	21.15	22.83
		Banco Santander	671.332	8/12/24	-0.24	724.608		546.325	178.284	32.63	31.25
		Safran	31,555.396	8/12/24	-0.18	34,157.649		23,417.789	10,739.860	45.86	43.87
	S	National Grid	187,365.076	8/12/24	-0.04	204,810.863		175,329.453	29,481.410	16.81	9.38
		Deutsche Post	5,917.047	8/12/24	-0.36	6,540.931		6,030.887	510.044	8.46	-0.89
		Siemens	25,809.096	8/12/24	0.01	28,577.171		20,390.370	8,186.801	40.15	21.84
	S	Vinci	16,853.077	8/12/24	-0.77	19,038.313		15,951.433	3,086.880	19.35	12.26
		UBS	4,188.480	8/12/24	0.44	4,778.407		3,567.083	1,211.324	33.96	39.12
		BP	84,184.063	8/12/24	1.35	96,880.613		97,482.590	-601.977	-0.62	10.19
		L´Oreal	61,838.397	8/12/24	-1.59	71,492.181		61,769.887	9,722.294	15.74	9.41
		ASML	128,815.628	8/12/24	0.08	149,896.340		88,235.852	61,660.488	69.88	49.02
	S	Diageo	469,465.947	8/12/24	1.03	552,960.605		565,076.642	-12,116.037	-2.14	-2.97
	S	Air Liquide	26,646.414	8/12/24	-0.79	31,394.500		24,417.348	6,977.152	28.57	21.41
		Hermes International	329,345.080	8/12/24	-0.50	394,524.540		268,443.929	126,080.611	46.97	30.99
		Airbus	21,960.717	8/12/24	-0.45	27,930.302		19,560.065	8,370.237	42.79	34.17
	S	BASF	6,777.350	8/12/24	-0.22	8,690.047		6,533.860	2,156.187	33.00	22.15
	S	Mercedes-Benz	9,437.066	8/12/24	-0.57	12,103.350		9,851.886	2,251.464	22.85	16.39
		⇓instrument	freshest		⇓ Δday	3/25/24	Δwk	10/23/23	prc diff	⇓ Δ22	⇓∅-RS
	S	LVMH	104,270.718	8/12/24	-0.14	135,530.590		106,885.776	28,644.814	26.80	11.16
Europe 50 - 50 out of 50 instruments rated - 3/25/24 / 10/23/23 - 43 did rise, Market-Ratio(22) in JPY = 86.00 %

Technical Chart

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

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

Transactions STOXX Europe 50 in Japanese yen * 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	40	246.445	244.081	248.832	2.387	1	10,095	29
long	6/26/06	1/21/08	574		ABB	100	7	1,422.520	2,314.650		892.130	63	16,340	36
short	1/21/08	4/21/08	91		UBS	100	4	3,919.345	3,659.382	4,197.776	278.431	7	17,454	32
long	4/21/08	4/28/08	7		Rio Tinto	100	1	10,672.524	10,663.028		-9.497	0	17,445	-5
short	4/28/08	6/23/08	56		UBS	100	4	3,667.941	2,286.389	5,884.297	2,216.355	60	26,310	2,077
long	6/23/08	6/30/08	7		Rio Tinto	100	2	10,467.667	10,510.689		43.021	0	26,396	24
short	6/30/08	8/11/08	42		UBS	100	11	2,233.966	2,360.389	2,107.543	-126.423	-6	25,005	-40
long	8/11/08	9/08/08	28		AstraZeneca	100	4	5,463.976	4,967.632		-496.344	-9	23,020	-71
short	9/08/08	3/30/09	203		UBS	100	9	2,336.942	867.171	6,297.831	3,960.890	169	58,668	494
long	3/30/09	4/06/09	7		AstraZeneca	100	17	3,294.675	3,535.060		240.385	7	62,755	3,833
short	4/06/09	4/13/09	7		Lloyds Bank	100	528	118.629	129.311	107.947	-10.682	-9	57,114	-99
long	4/13/09	8/30/10	504		Deutsche Bank	100	14	3,972.339	4,194.406		222.066	6	60,223	4
short	8/30/10	9/06/10	7		BP	100	119	503.639	529.434	477.843	-25.795	-5	57,154	-94
long	9/06/10	8/08/11	336		Novo Nordisk	100	77	739.560	858.645		119.085	16	66,323	18
short	8/08/11	12/19/11	133		Lloyds Bank	100	1,571	42.207	28.371	62.791	20.584	49	98,661	197
long	12/19/11	10/20/14	1036		Roche	100	7	13,158.707	30,465.890		17,307.183	132	219,812	34
short	10/20/14	11/10/14	21		Deutsche Bank	100	74	2,949.115	3,075.854	2,822.376	-126.739	-4	210,433	-53
long	11/10/14	8/24/15	287		Novartis	100	23	8,831.987	9,499.352		667.366	8	225,782	10
short	8/24/15	10/26/15	63		Rio Tinto	100	56	4,025.510	4,619.766	3,431.254	-594.256	-15	192,504	-60
long	10/26/15	12/14/15	49		SAP	100	20	9,380.238	9,238.667		-141.571	-2	189,672	-11
short	12/14/15	12/28/15	14		Rio Tinto	100	55	3,388.093	3,593.627	3,182.559	-205.534	-6	178,368	-80
long	12/28/15	1/04/16	7		SAP	100	18	9,619.852	9,130.582		-489.270	-5	169,561	-93
short	1/04/16	1/25/16	21		Rio Tinto	100	50	3,344.434	2,711.511	4,125.095	780.661	23	208,594	3,734
long	1/25/16	3/28/16	63		SAP	100	22	9,328.187	8,995.972		-332.216	-4	201,285	-19
short	3/28/16	4/18/16	21		Credit Suisse	100	123	1,625.090	1,640.732	1,609.448	-15.642	-1	199,362	-15
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	29	6,651.471	6,705.150		53.679	1	200,918	52
short	4/25/16	5/16/16	21		Credit Suisse	100	119	1,681.696	1,493.394	1,893.742	212.045	13	226,152	688
long	5/16/16	3/05/18	658		BAT	100	34	6,610.546	6,207.390		-403.157	-6	212,444	-3
short	3/05/18	4/23/18	49		Imperial Brands	100	55	3,794.875	3,626.511	3,971.057	176.181	5	222,134	40
long	4/23/18	10/15/18	175		LVMH	100	5	37,288.871	33,761.613		-3,527.258	-9	204,498	-19
short	10/15/18	11/12/18	28		Intesa Sanpaolo	100	772	264.636	250.751	279.289	14.654	6	215,811	102
long	11/12/18	12/10/18	28		AstraZeneca	100	23	9,141.288	8,539.542		-601.746	-7	201,970	-59
short	12/10/18	2/11/19	63		Bayer	100	25	7,817.968	8,504.344	7,131.592	-686.376	-9	184,811	-41
long	2/11/19	3/02/20	385		Roche	100	6	29,958.285	35,493.888		5,535.602	18	218,025	17
short	3/02/20	6/22/20	112		Anheuser-Busch InBev	100	34	6,265.584	5,409.553	7,257.077	991.493	16	251,735	61
long	6/22/20	6/29/20	7		ASML	100	6	38,817.602	38,988.778		171.175	0	252,762	26
short	6/29/20	7/27/20	28		Airbus	100	32	7,665.857	7,667.554	7,664.160	-1.697	0	252,708	0
long	7/27/20	6/20/22	693		ASML	100	6	40,114.729	64,983.913		24,869.184	62	401,923	29
short	6/20/22	6/27/22	7		Adyen	100	2	176,028.593	203,653.272	148,403.914	-27,624.679	-16	346,674	-100
long	6/27/22	7/11/22	14		BAT	100	58	5,941.372	5,534.289		-407.083	-7	323,063	-84
short	7/11/22	7/25/22	14		Adidas	100	14	22,551.844	24,597.035	20,506.653	-2,045.191	-9	294,430	-92
long	7/25/22	9/05/22	42		Novo Nordisk	100	37	7,854.981	7,347.876		-507.105	-6	275,668	-44
short	9/05/22	11/07/22	63		Adidas	100	13	20,270.501	16,880.956	24,340.635	4,070.135	20	328,579	189
long	11/07/22	10/23/23	350		BP	100	388	846.782	974.826		128.043	15	378,260	16
short	10/23/23	10/30/23	7		Adyen	100	3	108,929.603	100,107.051	118,529.696	9,600.094	9	407,060	8,078
long	10/30/23	8/12/24	287		Novo Nordisk	100	28	14,358.721	20,750.704		6,391.983	45	586,036	60
accum	6/12/06	8/12/24	7297	days out of 7458 invested (98%)							5,760		586,036	23

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	3,919.35	3,659.38	4,197.78	278.43	7.10
	short	4/28/08	6/23/08	56	3,667.94	2,286.39	5,884.30	2,216.36	60.43
	short	6/30/08	8/11/08	42	2,233.97	2,360.39	2,107.54	-126.42	-5.66
	short	9/08/08	3/30/09	203	2,336.94	867.17	6,297.83	3,960.89	169.49	336.84
Roche	long	12/19/11	10/20/14	1036	13,158.71	30,465.89		17,307.18	131.53
	long	2/11/19	3/02/20	385	29,958.29	35,493.89		5,535.60	18.48	174.31
ABB	long	6/26/06	1/21/08	574	1,422.52	2,314.65		892.13	62.71	62.71
ASML	long	6/22/20	6/29/20	7	38,817.60	38,988.78		171.18	0.44
	long	7/27/20	6/20/22	693	40,114.73	64,983.91		24,869.18	62.00	62.71
Novo Nordisk	long	9/06/10	8/08/11	336	739.56	858.65		119.09	16.10
	long	7/25/22	9/05/22	42	7,854.98	7,347.88		-507.10	-6.46
	long	10/30/23	8/12/24	287	14,358.72	20,750.70		6,391.98	44.52	56.95
Lloyds Bank	short	4/06/09	4/13/09	7	118.63	129.31	107.95	-10.68	-9.00
	short	8/08/11	12/19/11	133	42.21	28.37	62.79	20.58	48.77	35.37
Anheuser-Busch InBev	short	3/02/20	6/22/20	112	6,265.58	5,409.55	7,257.08	991.49	15.82	15.82
Credit Suisse	short	3/28/16	4/18/16	21	1,625.09	1,640.73	1,609.45	-15.64	-0.96
	short	4/25/16	5/16/16	21	1,681.70	1,493.39	1,893.74	212.05	12.61	11.53
BP	short	8/30/10	9/06/10	7	503.64	529.43	477.84	-25.80	-5.12
	long	11/07/22	10/23/23	350	846.78	974.83		128.04	15.12	9.22
Adidas	short	7/11/22	7/25/22	14	22,551.84	24,597.03	20,506.65	-2,045.19	-9.07
	short	9/05/22	11/07/22	63	20,270.50	16,880.96	24,340.64	4,070.13	20.08	9.19
Novartis	long	11/10/14	8/24/15	287	8,831.99	9,499.35		667.37	7.56	7.56
Intesa Sanpaolo	short	10/15/18	11/12/18	28	264.64	250.75	279.29	14.65	5.54	5.54
Imperial Brands	short	3/05/18	4/23/18	49	3,794.88	3,626.51	3,971.06	176.18	4.64	4.64
Deutsche Bank	long	4/13/09	8/30/10	504	3,972.34	4,194.41		222.07	5.59
	short	10/20/14	11/10/14	21	2,949.11	3,075.85	2,822.38	-126.74	-4.30	1.05
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	246.45	244.08	248.83	2.39	0.97	0.97
Airbus	short	6/29/20	7/27/20	28	7,665.86	7,667.55	7,664.16	-1.70	-0.02	-0.02
Rio Tinto	long	4/21/08	4/28/08	7	10,672.52	10,663.03		-9.50	-0.09
	long	6/23/08	6/30/08	7	10,467.67	10,510.69		43.02	0.41
	short	8/24/15	10/26/15	63	4,025.51	4,619.77	3,431.25	-594.26	-14.76
	short	12/14/15	12/28/15	14	3,388.09	3,593.63	3,182.56	-205.53	-6.07
	short	1/04/16	1/25/16	21	3,344.43	2,711.51	4,125.10	780.66	23.34	-0.93
Adyen	short	6/20/22	6/27/22	7	176,028.59	203,653.27	148,403.91	-27,624.68	-15.69
	short	10/23/23	10/30/23	7	108,929.60	100,107.05	118,529.70	9,600.09	8.81	-8.26
Bayer	short	12/10/18	2/11/19	63	7,817.97	8,504.34	7,131.59	-686.38	-8.78	-8.78
AstraZeneca	long	8/11/08	9/08/08	28	5,463.98	4,967.63		-496.34	-9.08
	long	3/30/09	4/06/09	7	3,294.67	3,535.06		240.39	7.30
	long	11/12/18	12/10/18	28	9,141.29	8,539.54		-601.75	-6.58	-8.87
LVMH	long	4/23/18	10/15/18	175	37,288.87	33,761.61		-3,527.26	-9.46	-9.46
SAP	long	10/26/15	12/14/15	49	9,380.24	9,238.67		-141.57	-1.51
	long	12/28/15	1/04/16	7	9,619.85	9,130.58		-489.27	-5.09
	long	1/25/16	3/28/16	63	9,328.19	8,995.97		-332.22	-3.56	-9.85
BAT	long	4/18/16	4/25/16	7	6,651.47	6,705.15		53.68	0.81
	long	5/16/16	3/05/18	658	6,610.55	6,207.39		-403.16	-6.10
	long	6/27/22	7/11/22	14	5,941.37	5,534.29		-407.08	-6.85	-11.83

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.


	is taking down something concerning