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

Assessment - nx-25 - Natur-Aktienindex - 4/22/24 - RS = 9

		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	2/19/24	prc diff	⇓ Δ9	Curr	∅-RS
		SOM Price Index	907.686	15:35	0.59	895.964	1.31	871.142	24.822	2.85	USD	9.33
	L	Sprouts	65.900	Thu	0.47	65.430	0.72	52.850	12.580	23.80	USD	51.47
		Interface	15.310	Thu	-3.47	15.100	1.39	13.440	1.660	12.35	USD	48.29
		Deckers Outdoor	806.500	Thu	-5.31	810.220	-0.46	862.980	-52.760	-6.11	USD	33.56
		L'Occitane	3.508	4/15		3.508		3.290	0.218	6.63	EUR	30.26
	L	INIT Innov. in Traff	38.600	15:39	3.49	37.900	1.85	31.500	6.400	20.32	EUR	26.47
		MillerKnoll	25.360	Thu	0.04	25.550	-0.74	30.050	-4.500	-14.98	USD	20.92
	L	Encompass Health	82.730	Thu	-0.08	80.330	2.99	73.550	6.780	9.22	USD	18.08
	L	eBay	51.340	Thu	0.31	50.940	0.79	43.450	7.490	17.24	USD	15.31
	L	Tomra Systems	139.500	14:26	-4.65	145.300	-3.99	138.800	6.500	4.68	NOK	10.43
	L	Cdn Nat Railway	170.400	Thu	1.22	177.190	-3.83	175.060	2.130	1.22	CAD	10.41
	L	Shimano	25,100.000	06:15	-0.99	23,805.000	5.44	20,175.000	3,630.000	17.99	JPY	8.79
		Kurita Water	6,197.000	06:15	2.92	5,895.000	5.12	5,881.000	14.000	0.24	JPY	7.14
	L	First Solar	175.020	Thu	-1.39	176.280	-0.71	156.975	19.305	12.30	USD	4.47
	L	Eramet	88.250	15:35	11.29	75.350	17.12	63.100	12.250	19.41	EUR	3.31
		Vestas Wind Systems	183.550	14:59	3.35	182.700	0.47	184.500	-1.800	-0.98	DKK	2.16
		Geberit	495.500	15:31	2.55	485.100	2.14	509.600	-24.500	-4.81	CHF	0.07
	L	LTC Properties	32.180	Thu	-0.16	31.930	0.78	31.510	0.420	1.33	USD	-1.84
		Severn Trent	2,442.000	Thu	-0.25	2,486.000	-1.77	2,543.000	-57.000	-2.24	GBP	-3.03
		Mayr-Melnhof	114.000	15:35	1.79	117.800	-3.23	122.200	-4.400	-3.60	EUR	-5.70
		Verbund	69.850	15:35	-1.55	70.150	-0.43	63.000	7.150	11.35	EUR	-6.85
	S	Intel	35.110	Thu	1.77	34.410	2.03	43.510	-9.100	-20.91	USD	-8.23
		Ormat Technologies	63.780	Thu	-1.86	64.570	-1.22	67.120	-2.550	-3.80	USD	-10.58
	S	Oatly	0.870	Thu	-6.46	0.951	-8.50	1.225	-0.274	-22.38	USD	-14.44
		Umweltbank	6.560	15:36	2.18	6.380	2.82	7.000	-0.620	-8.86	EUR	-25.27
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	2/19/24	prc diff	⇓ Δ9	Curr	∅-RS
	S	Tesla Motors	170.180	Thu	4.97	142.050	19.80	199.950	-57.900	-28.96	USD	-34.16
nx-25 - 25 out of 25 instruments rated - 4/22/24 / 2/19/24 - 14 did rise, Market-Ratio(9) = 56.00 %

Technical Chart

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

1/06/20	scale up chart	4/22/24

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	4/25/24	136		Deckers Outdoor	100	949	USD	697.860	806.500	108.640	16	765,951	47
accum	8/14/06	4/25/24	3721	days out of 6689 invested (56%)							7,560		765,951	53

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
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
Deckers Outdoor		12/11/23	4/25/24	136	697.86	806.50	108.64	15.57	15.57
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

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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