Share-o-matic - Assessment nx-25 (nx-25 - Natur-Aktienindex)

Assessment - nx-25 - Natur-Aktienindex - 7/01/24 - RS = 9

		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/29/24	prc diff	⇓ Δ9	Curr	⇓∅-RS
	L	SOM Price Index	939.812	8/12/24	-0.26	959.174	-2.02	924.859	34.315	3.71	USD	14.97
		Cdn Nat Railway	152.200	8/12/24	-0.01	161.660	-5.85	169.610	-7.950	-4.69	CAD	2.10
		Deckers Outdoor	918.300	8/12/24	3.15	946.300	-2.96	832.430	113.870	13.68	USD	52.40
	L	eBay	55.810	8/12/24	-1.26	52.680	5.94	52.750	-0.070	-0.13	USD	17.79
		Encompass Health	86.860	8/12/24	1.33	85.360	1.76	83.640	1.720	2.06	USD	19.95
	L	Eramet	72.350	8/12/24	5.24	97.700	-25.95	93.500	4.200	4.49	EUR	31.07
	L	First Solar	219.230	8/12/24	3.51	222.710	-1.56	180.830	41.880	23.16	USD	53.49
	L	Geberit	522.800	8/12/24	-0.72	529.200	-1.21	498.700	30.500	6.12	CHF	10.57
	L	INIT Innov. in Traff	38.000	8/12/24	-3.55	39.700	-4.28	40.300	-0.600	-1.49	EUR	27.98
	S	Intel	19.360	8/12/24	-1.78	30.840	-37.22	31.360	-0.520	-1.66	USD	-17.91
		Interface	16.310	8/12/24	-0.79	14.570	11.94	15.760	-1.190	-7.55	USD	29.79
	L	Kurita Water	5,634.000	8/09/24	-9.14	6,864.000	-17.92	6,197.000	667.000	10.76	JPY	19.82
	L	L'Occitane	3.940	7/29/24	0.72	3.872	1.76	3.508	0.364	10.38	EUR	37.10
	L	LTC Properties	35.900	8/12/24	-0.22	34.440	4.24	32.490	1.950	6.00	USD	3.25
	L	Mayr-Melnhof	103.600	8/12/24	1.17	110.800	-6.50	115.600	-4.800	-4.15	EUR	-7.39
		MillerKnoll	27.140	8/12/24	-3.49	26.460	2.57	26.190	0.270	1.03	USD	8.52
		Oatly	0.885	8/12/24	1.57	0.922	-4.01	1.000	-0.078	-7.82	USD	-3.83
	L	Ormat Technologies	71.710	8/12/24	-1.10	69.200	3.63	64.480	4.720	7.32	USD	4.32
	S	Severn Trent	2,514.000	8/12/24	-0.63	2,394.000	5.01	2,480.000	-86.000	-3.47	GBP	-5.11
	L	Shimano	27,080.000	8/09/24	-0.48	25,065.000	8.04	25,100.000	-35.000	-0.14	JPY	12.58
	L	Sprouts	96.180	8/12/24	-0.10	83.570	15.09	67.500	16.070	23.81	USD	61.79
		Tesla Motors	197.490	8/12/24	-1.26	209.860	-5.89	194.050	15.810	8.15	USD	-12.07
		Tomra Systems	158.200	8/12/24	0.13	131.600	20.21	136.700	-5.100	-3.73	NOK	4.08
	L	Umweltbank	5.640	8/12/24	-1.40	6.380	-11.60	6.400	-0.020	-0.31	EUR	-15.93
	L	Verbund	76.850	8/12/24	1.52	75.750	1.45	70.900	4.850	6.84	EUR	-1.50
		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/29/24	prc diff	⇓ Δ9	Curr	⇓∅-RS
		Vestas Wind Systems	152.250	8/12/24	-7.76	162.100	-6.08	185.050	-22.950	-12.40	DKK	-1.36
nx-25 - 25 out of 25 instruments rated - 7/01/24 / 4/29/24 - 13 did rise, Market-Ratio(9) = 52.00 %

Technical Chart

	nx-25 RS = 9 - B/S = 68/39

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

Transactions nx-25 - Natur-Aktienindex * L9 - 68/39 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		8/14/06	224		- cash -
long	8/14/06	7/30/07	350		Vestas Wind Systems	100	296	DKK	33.700	72.400	38.700	115	21,455	122
7/30/07		10/08/07	70		- cash -
	10/08/07	12/31/07	84		Vestas Wind Systems	100	242	DKK	88.600	110.400	21.800	25	26,731	160
12/31/07		3/24/08	84		- cash -
	3/24/08	7/07/08	105		First Solar	100	116	USD	228.680	279.100	50.420	22	32,580	100
7/07/08		2/09/09	217		- cash -
	2/09/09	2/23/09	14		Boiron	100	1,502	EUR	21.680	22.800	1.120	5	34,262	272
2/23/09		4/27/09	63		- cash -
	4/27/09	11/30/09	217		EnerNOC	100	2,029	USD	16.880	26.460	9.580	57	53,700	113
11/30/09		12/07/09	7		- cash -
	12/07/09	6/07/10	182		EnerNOC	100	1,947	USD	27.580	26.070	-1.510	-5	50,760	-11
6/07/10		7/26/10	49		- cash -
	7/26/10	3/14/11	231		Interface	100	4,181	USD	12.140	16.500	4.360	36	68,989	62
3/14/11		5/16/11	63		- cash -
	5/16/11	6/06/11	21		Umweltbank	100	13,853	EUR	4.980	5.810	0.830	17	80,487	1,357
6/06/11		1/23/12	231		- cash -
	1/23/12	5/21/12	119		Kansas City Southern	100	1,112	USD	72.320	67.290	-5.030	-7	74,893	-20
5/21/12		8/06/12	77		- cash -
	8/06/12	11/12/12	98		Shimano	100	1,332	JPY	56.190	50.320	-5.870	-10	67,075	-34
11/12/12		1/07/13	56		- cash -
	1/07/13	6/24/13	168		First Solar	100	2,162	USD	31.020	44.480	13.460	43	96,175	119
6/24/13		8/12/13	49		- cash -
	8/12/13	10/13/14	427		Tesla Motors	100	9,788	USD	9.825	14.973	5.147	52	146,558	43
10/13/14		12/15/14	63		- cash -
	12/15/14	6/15/15	182		Shimano	100	925	JPY	158.330	165.000	6.670	4	152,728	9
6/15/15		3/21/16	280		- cash -
	3/21/16	6/27/16	98		First Solar	100	2,143	USD	71.240	44.230	-27.010	-38	94,845	-83
6/27/16		8/29/16	63		- cash -
	8/29/16	10/31/16	63		Vestas Wind Systems	100	861	DKK	110.100	108.700	-1.400	-1	93,640	-7
10/31/16		2/27/17	119		- cash -
	2/27/17	8/21/17	175		SunOpta	100	9,836	CAD	9.520	10.930	1.410	15	107,509	33
8/21/17		1/15/18	147		- cash -
	1/15/18	3/05/18	49		First Solar	100	1,464	USD	73.410	66.050	-7.360	-10	96,733	-54
3/05/18		2/11/19	343		- cash -
	2/11/19	8/26/19	196		Verbund	100	2,258	EUR	42.840	54.150	11.310	26	122,271	55
8/26/19		10/28/19	63		- cash -
	10/28/19	3/02/20	126		INIT Innov. in Traff	100	5,557	EUR	22.000	21.700	-0.300	-1	120,604	-4
3/02/20		5/18/20	77		- cash -
	5/18/20	10/04/21	504		Tesla Motors	100	2,223	USD	54.242	260.510	206.268	380	579,138	212
10/04/21		7/25/22	294		- cash -
	7/25/22	9/26/22	63		Boiron	100	12,218	EUR	47.400	43.900	-3.500	-7	536,375	-36
9/26/22		11/28/22	63		- cash -
	11/28/22	3/20/23	112		First Solar	100	3,238	USD	165.620	204.680	39.060	24	662,851	99
3/20/23		12/11/23	266		- cash -
	12/11/23	8/12/24	245		Deckers Outdoor	100	949	USD	697.860	918.300	220.440	32	872,049	51
accum	8/14/06	8/12/24	4114	days out of 7082 invested (58%)							8,620		872,049	49

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Tesla Motors	long	8/12/13	10/13/14	427	9.83	14.97	5.15	52.39
		5/18/20	10/04/21	504	54.24	260.51	206.27	380.27	631.89
Vestas Wind Systems		8/14/06	7/30/07	350	33.70	72.40	38.70	114.84
		10/08/07	12/31/07	84	88.60	110.40	21.80	24.60
		8/29/16	10/31/16	63	110.10	108.70	-1.40	-1.27	164.29
EnerNOC		4/27/09	11/30/09	217	16.88	26.46	9.58	56.75
		12/07/09	6/07/10	182	27.58	26.07	-1.51	-5.47	48.17
Interface		7/26/10	3/14/11	231	12.14	16.50	4.36	35.91	35.91
Deckers Outdoor		12/11/23	8/12/24	245	697.86	918.30	220.44	31.59	31.59
Verbund		2/11/19	8/26/19	196	42.84	54.15	11.31	26.40	26.40
First Solar		3/24/08	7/07/08	105	228.68	279.10	50.42	22.05
		1/07/13	6/24/13	168	31.02	44.48	13.46	43.39
		3/21/16	6/27/16	98	71.24	44.23	-27.01	-37.91
		1/15/18	3/05/18	49	73.41	66.05	-7.36	-10.03
		11/28/22	3/20/23	112	165.62	204.68	39.06	23.58	20.82
Umweltbank		5/16/11	6/06/11	21	4.98	5.81	0.83	16.67	16.67
SunOpta		2/27/17	8/21/17	175	9.52	10.93	1.41	14.81	14.81
INIT Innov. in Traff		10/28/19	3/02/20	126	22.00	21.70	-0.30	-1.36	-1.36
Boiron		2/09/09	2/23/09	14	21.68	22.80	1.12	5.17
		7/25/22	9/26/22	63	47.40	43.90	-3.50	-7.38	-2.60
Shimano		8/06/12	11/12/12	98	56.19	50.32	-5.87	-10.45
		12/15/14	6/15/15	182	158.33	165.00	6.67	4.21	-6.67
Kansas City Southern		1/23/12	5/21/12	119	72.32	67.29	-5.03	-6.96	-6.96

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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