Share-o-matic - Assessment PPVX (Photon Photovoltaik-Aktienindex)

Assessment - Photon Photovoltaik-Aktienindex in Euro - 7/01/24 - RS = 9

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/29/24	prc diff	⇓ Δ9	⇓∅-RS
	L	SOM Price Index	2,280.631	8/12/24	-1.07	2,413.324	-5.50	2,553.212	-139.888	-5.48	-21.18
	L	First Solar	204.387	8/12/24	3.51	207.632	-1.56	168.606	39.026	23.15	31.25
	L	Xinte Energy	0.900	8/12/24	1.62	0.967	-6.91	1.049	-0.082	-7.81	-26.54
	L	Solaria Energía	11.050	8/12/24	1.47	11.600	-4.74	9.760	1.840	18.85	-7.39
	L	Grenergy Renovables	34.450	8/12/24	1.32	34.450		27.500	6.950	25.27	25.07
	L	Enphase Energy	101.723	8/12/24	1.16	90.675	12.18	106.154	-15.479	-14.58	-16.74
	S	SolarEdge	19.988	8/12/24	1.13	22.347	-10.55	55.953	-33.606	-60.06	-70.77
	L	United Renewable	0.323	8/12/24	0.89	0.379	-14.72	0.351	0.028	8.01	-6.03
	L	Sino-American Sili	5.379	8/12/24	0.80	6.352	-15.32	5.573	0.779	13.97	20.05
		Xinyi Solar	0.421	8/12/24	0.28	0.469	-10.18	0.664	-0.195	-29.33	-25.05
	S	Shoals Technologies	4.783	8/12/24	0.20	5.696	-16.04	8.140	-2.444	-30.02	-53.50
		BCPG	0.141	8/09/24		0.159	-11.20	0.170	-0.012	-6.81	-24.60
		Encavis	17.000	8/12/24		16.900	0.59	16.910	-0.010	-0.06	20.38
	L	GCL Poly Energy	0.136	8/12/24		0.138	-1.72	0.142	-0.003	-2.36	-7.06
	L	Neoen	38.380	8/12/24	-0.10	37.340	2.79	29.660	7.680	25.89	31.70
		ReNew Energy Global	5.482	8/12/24	-0.84	5.668	-3.29	5.352	0.316	5.91	0.88
	L	Voltalia	10.180	8/12/24	-0.97	9.180	10.89	8.120	1.060	13.05	7.16
	L	Array Tech	6.554	8/12/24	-0.99	8.922	-26.54	11.683	-2.761	-23.63	-38.90
	S	SMA Solar	21.900	8/12/24	-1.26	26.480	-17.30	50.950	-24.470	-48.03	-30.04
		West Holdings	12.359	8/09/24	-1.38	14.339	-13.80	16.555	-2.216	-13.39	-20.81
	L	Scatec	7.389	8/12/24	-1.46	7.503	-1.51	6.296	1.207	19.17	21.73
	L	Nextracker	36.341	8/12/24	-2.01	42.998	-15.48	41.128	1.869	4.55	5.81
	L	Canadian Solar	12.306	8/12/24	-2.51	13.061	-5.78	15.329	-2.267	-14.79	-36.37
	L	Sunrun	16.157	8/12/24	-3.13	10.176	58.77	9.995	0.181	1.81	-16.59
	L	Enlight Renewable	1,495.813	8/12/24	-3.23	1,390.442	7.58	1,501.659	-111.217	-7.41	-10.44
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/29/24	prc diff	⇓ Δ9	⇓∅-RS
	L	JinkoSolar	17.574	8/12/24	-3.48	19.177	-8.36	23.077	-3.900	-16.90	-29.99
	S	Flat Glass	1.394	8/12/24	-3.63	1.373	1.57	2.312	-0.939	-40.63	-29.49
	L	Sunnova Energy	6.172	8/12/24	-4.47	4.876	26.58	4.047	0.829	20.49	-35.01
		Daqo New Energy	14.973	8/12/24	-4.74	13.341	12.23	20.093	-6.752	-33.60	-43.10
	L	SunPower	0.186	8/12/24	-4.76	2.527	-92.62	2.014	0.513	25.45	-31.89
		Altus Power	2.741	8/12/24	-6.96	3.477	-21.18	3.441	0.037	1.07	-28.47
PPVX - 30 out of 30 instruments rated - 7/01/24 / 4/29/24 - 14 did rise, Market-Ratio(9) in EUR = 46.67 %

Technical Chart

	PPVX RS = 9 - B/S = 45/45

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

Transactions Photon Photovoltaik-Aktienindex in Euro * L9 - 45 ex 1 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		1/23/06	21		- cash -
long	1/23/06	2/06/06	14		Encavis	100	6,234	1.604	1.575	-0.029	-2	9,819	-38
	2/06/06	3/20/06	42		Enlight Renewable	100	36	267.227	246.776	-20.451	-8	9,083	-50
	3/20/06	4/03/06	14		Encavis	100	5,494	1.653	1.653	0.000	0	9,083	0
4/03/06		4/17/06	14		- cash -
	4/17/06	5/01/06	14		Encavis	100	4,815	1.886	1.886	0.000	0	9,083	0
5/01/06		5/08/06	7		- cash -
	5/08/06	6/12/06	35		Encavis	100	4,815	1.886	1.886	0.000	0	9,083	0
6/12/06		6/19/06	7		- cash -
	6/19/06	6/26/06	7		Encavis	100	4,815	1.886	1.526	-0.360	-19	7,350	-100
6/26/06		10/30/06	126		- cash -
	10/30/06	11/13/06	14		Encavis	100	3,856	1.906	1.915	0.009	0	7,384	13
11/13/06		11/20/06	7		- cash -
	11/20/06	11/27/06	7		Encavis	100	3,856	1.915	1.915	0.000	0	7,384	0
11/27/06		12/11/06	14		- cash -
	12/11/06	12/18/06	7		SunPower	100	250	29.448	28.349	-1.099	-4	7,109	-86
	12/18/06	1/08/07	21		Encavis	100	3,712	1.915	1.867	-0.048	-3	6,931	-36
	1/08/07	2/19/07	42		SunPower	100	238	29.047	34.252	5.205	18	8,170	319
	2/19/07	3/19/07	28		Encavis	100	3,334	2.450	2.334	-0.116	-5	7,783	-47
3/19/07		3/26/07	7		- cash -
	3/26/07	4/02/07	7		Encavis	100	3,334	2.334	2.266	-0.068	-3	7,557	-79
	4/02/07	4/23/07	21		SunPower	100	215	35.051	41.795	6.745	19	9,007	2,031
4/23/07		5/07/07	14		- cash -
	5/07/07	5/14/07	7		SunPower	100	217	41.348	41.871	0.523	1	9,120	93
5/14/07		5/21/07	7		- cash -
	5/21/07	6/11/07	21		Voltalia	100	156	58.259	58.928	0.670	1	9,225	22
6/11/07		6/18/07	7		- cash -
	6/18/07	7/02/07	14		SunPower	100	211	43.595	48.106	4.510	10	10,176	1,202
7/02/07		7/09/07	7		- cash -
	7/09/07	7/30/07	21		SunPower	100	204	49.839	53.055	3.216	6	10,832	197
7/30/07		8/20/07	21		- cash -
	8/20/07	8/27/07	7		SunPower	100	222	48.646	45.711	-2.934	-6	10,181	-96
8/27/07		9/03/07	7		- cash -
	9/03/07	9/17/07	14		SunPower	100	193	52.685	53.809	1.124	2	10,398	73
9/17/07		10/01/07	14		- cash -
	10/01/07	11/12/07	42		SunPower	100	168	61.618	74.860	13.243	21	12,623	443
	11/12/07	1/14/08	63		First Solar	100	87	144.863	119.023	-25.840	-18	10,374	-68
1/14/08		3/31/08	77		- cash -
	3/31/08	5/12/08	42		First Solar	100	58	176.005	200.969	24.964	14	11,822	217
	5/12/08	6/09/08	28		Canadian Solar	100	536	22.026	23.577	1.552	7	12,654	143
6/09/08		12/29/08	203		- cash -
	12/29/08	2/09/09	42		Encavis	100	6,539	1.935	1.945	0.010	1	12,719	5
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
	2/09/09	2/23/09	14		Enlight Renewable	100	443	28.649	24.960	-3.688	-13	11,085	-97
2/23/09		3/23/09	28		- cash -
	3/23/09	3/30/09	7		Encavis	100	6,001	1.847	1.906	0.059	3	11,439	415
	3/30/09	4/06/09	7		West Holdings	100	2,535,841	0.005	0.004	-0.000	-2	11,185	-69
	4/06/09	8/03/09	119		GCL Poly Energy	100	115,676	0.097	0.308	0.211	218	35,591	3,382
8/03/09		8/10/09	7		- cash -
	8/10/09	8/17/09	7		West Holdings	100	2,090,132	0.017	0.019	0.002	13	40,311	66,020
8/17/09		8/24/09	7		- cash -
	8/24/09	8/31/09	7		West Holdings	100	1,521,062	0.027	0.025	-0.001	-4	38,710	-88
8/31/09		9/07/09	7		- cash -
	9/07/09	1/25/10	140		West Holdings	100	1,484,351	0.026	0.031	0.005	19	46,074	57
1/25/10		3/29/10	63		- cash -
	3/29/10	4/19/10	21		West Holdings	100	1,275,534	0.036	0.030	-0.006	-16	38,792	-95
4/19/10		7/12/10	84		- cash -
	7/12/10	8/09/10	28		United Renewable	100	12,950	2.995	2.860	-0.136	-5	37,033	-45
	8/09/10	8/30/10	21		Enlight Renewable	100	617	59.963	70.262	10.299	17	43,388	1,472
	8/30/10	9/06/10	7		United Renewable	100	12,583	3.448	3.541	0.093	3	44,560	302
	9/06/10	11/22/10	77		Enlight Renewable	100	515	86.438	126.542	40.104	46	65,214	509
11/22/10		11/29/10	7		- cash -
	11/29/10	12/06/10	7		Enlight Renewable	100	480	135.804	129.443	-6.361	-5	62,161	-92
12/06/10		1/24/11	49		- cash -
	1/24/11	1/31/11	7		Enlight Renewable	100	508	122.135	109.122	-13.013	-11	55,550	-100
	1/31/11	4/18/11	77		GCL Poly Energy	100	161,787	0.343	0.433	0.090	26	70,059	200
4/18/11		5/02/11	14		- cash -
	5/02/11	5/23/11	21		GCL Poly Energy	100	147,985	0.473	0.364	-0.109	-23	53,865	-99
5/23/11		1/23/12	245		- cash -
	1/23/12	3/12/12	49		Encavis	100	17,105	3.149	3.140	-0.009	0	53,711	-2
	3/12/12	3/19/12	7		West Holdings	100	1,182,836	0.045	0.041	-0.005	-11	48,043	-100
	3/19/12	3/26/12	7		Encavis	100	15,165	3.168	3.060	-0.108	-3	46,405	-84
3/26/12		9/17/12	175		- cash -
	9/17/12	10/29/12	42		West Holdings	100	693,181	0.067	0.050	-0.017	-25	34,578	-92
10/29/12		11/05/12	7		- cash -
	11/05/12	11/12/12	7		Encavis	100	10,427	3.316	3.368	0.052	2	35,121	125
11/12/12		11/26/12	14		- cash -
	11/26/12	12/17/12	21		First Solar	100	1,688	20.800	24.332	3.532	17	41,082	1,427
	12/17/12	12/24/12	7		JinkoSolar	100	8,722	4.710	4.208	-0.501	-11	36,708	-100
	12/24/12	1/07/13	14		First Solar	100	1,612	22.763	23.734	0.971	4	38,273	197
	1/07/13	1/21/13	14		JinkoSolar	100	7,522	5.088	5.803	0.715	14	43,654	2,986
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
	1/21/13	1/28/13	7		Daqo New Energy	100	22,713	1.922	1.838	-0.084	-4	41,739	-90
	1/28/13	2/04/13	7		Enlight Renewable	100	426	97.798	87.665	-10.133	-10	37,422	-100
	2/04/13	2/18/13	14		Daqo New Energy	100	22,003	1.701	2.030	0.329	19	44,662	9,958
	2/18/13	3/18/13	28		SunPower	100	4,456	10.022	8.955	-1.066	-11	39,910	-77
3/18/13		5/20/13	63		- cash -
	5/20/13	7/01/13	42		SunPower	100	2,257	17.681	16.449	-1.232	-7	37,131	-47
	7/01/13	7/08/13	7		Canadian Solar	100	4,093	9.070	9.595	0.525	6	39,278	1,778
	7/08/13	8/05/13	28		SunPower	100	2,116	18.558	18.464	-0.094	-1	39,079	-6
	8/05/13	9/30/13	56		Canadian Solar	100	3,304	11.826	12.531	0.705	6	41,409	46
	9/30/13	10/07/13	7		Daqo New Energy	100	10,608	3.903	3.501	-0.402	-10	37,145	-100
	10/07/13	10/21/13	14		Canadian Solar	100	2,636	14.089	16.899	2.810	20	44,553	11,366
	10/21/13	10/28/13	7		Daqo New Energy	100	8,028	5.549	4.362	-1.188	-21	35,019	-100
	10/28/13	11/18/13	21		Canadian Solar	100	2,114	16.565	22.953	6.388	39	48,523	28,863
	11/18/13	11/25/13	7		Daqo New Energy	100	7,160	6.776	5.755	-1.021	-15	41,209	-100
	11/25/13	12/16/13	21		Canadian Solar	100	1,934	21.307	21.169	-0.139	-1	40,941	-11
12/16/13		1/13/14	28		- cash -
	1/13/14	3/10/14	56		Canadian Solar	100	1,564	26.168	25.969	-0.199	-1	40,629	-5
	3/10/14	3/24/14	14		Daqo New Energy	100	5,462	7.438	5.219	-2.219	-30	28,511	-100
3/24/14		3/31/14	7		- cash -
	3/31/14	4/28/14	28		Daqo New Energy	100	4,584	6.219	5.968	-0.252	-4	27,358	-42
4/28/14		6/02/14	35		- cash -
	6/02/14	6/09/14	7		Solaria Energía	100	21,712	1.260	1.250	-0.010	-1	27,141	-34
6/09/14		6/16/14	7		- cash -
	6/16/14	6/23/14	7		Voltalia	100	3,609	7.520	7.520	0.000	0	27,141	0
6/23/14		6/30/14	7		- cash -
	6/30/14	7/14/14	14		Daqo New Energy	100	5,810	4.671	4.223	-0.448	-10	24,539	-93
	7/14/14	7/21/14	7		Voltalia	100	3,126	7.849	7.614	-0.235	-3	23,804	-80
	7/21/14	7/28/14	7		Enphase Energy	100	2,833	8.401	7.858	-0.543	-6	22,267	-97
	7/28/14	8/04/14	7		Voltalia	100	2,646	8.413	8.319	-0.094	-1	22,018	-44
8/04/14		8/11/14	7		- cash -
	8/11/14	8/18/14	7		Enphase Energy	100	2,514	8.757	9.871	1.115	13	24,820	51,551
8/18/14		9/01/14	14		- cash -
	9/01/14	10/13/14	42		Enphase Energy	100	2,262	10.972	7.958	-3.014	-27	18,001	-94
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
	10/13/14	10/20/14	7		Voltalia	100	2,279	7.896	7.708	-0.188	-2	17,573	-72
10/20/14		2/09/15	112		- cash -
	2/09/15	3/16/15	35		Enphase Energy	100	1,375	12.775	12.384	-0.391	-3	17,036	-28
	3/16/15	5/25/15	70		Encavis	100	2,838	6.002	6.750	0.748	12	19,158	84
5/25/15		7/20/15	56		- cash -
	7/20/15	7/27/15	7		SMA Solar	100	637	30.060	29.875	-0.185	-1	19,041	-28
7/27/15		10/26/15	91		- cash -
	10/26/15	1/11/16	77		SMA Solar	100	443	42.950	49.315	6.365	15	21,860	93
1/11/16		1/25/16	14		- cash -
	1/25/16	2/01/16	7		SMA Solar	100	456	47.920	47.000	-0.920	-2	21,441	-64
2/01/16		3/14/16	42		- cash -
	3/14/16	3/28/16	14		SMA Solar	100	492	43.500	41.180	-2.320	-5	20,299	-76
3/28/16		4/11/16	14		- cash -
	4/11/16	5/09/16	28		SMA Solar	100	449	45.160	46.500	1.340	3	20,901	46
5/09/16		6/06/16	28		- cash -
	6/06/16	6/13/16	7		SMA Solar	100	422	49.500	44.170	-5.330	-11	18,652	-100
6/13/16		8/15/16	63		- cash -
	8/15/16	8/22/16	7		Daqo New Energy	100	4,439	4.201	4.376	0.175	4	19,427	736
8/22/16		8/29/16	7		- cash -
	8/29/16	9/12/16	14		Daqo New Energy	100	4,401	4.414	4.527	0.113	3	19,926	94
9/12/16		10/17/16	35		- cash -
	10/17/16	10/31/16	14		Solaria Energía	100	24,752	0.805	0.825	0.020	2	20,421	90
10/31/16		1/09/17	70		- cash -
	1/09/17	1/16/17	7		Solaria Energía	100	24,024	0.850	0.820	-0.030	-4	19,700	-85
	1/16/17	1/23/17	7		Enlight Renewable	100	73	266.755	264.090	-2.666	-1	19,506	-41
	1/23/17	3/06/17	42		Solaria Energía	100	19,903	0.980	1.080	0.100	10	21,496	133
	3/06/17	4/17/17	42		Enlight Renewable	100	67	318.634	320.400	1.767	1	21,614	5
4/17/17		5/15/17	28		- cash -
	5/15/17	5/22/17	7		Enlight Renewable	100	62	347.720	341.283	-6.436	-2	21,215	-62
5/22/17		5/29/17	7		- cash -
	5/29/17	6/12/17	14		Solaria Energía	100	16,837	1.260	1.390	0.130	10	23,404	1,194
6/12/17		6/19/17	7		- cash -
	6/19/17	7/24/17	35		Solaria Energía	100	18,428	1.270	1.490	0.220	17	27,458	429
	7/24/17	8/07/17	14		JinkoSolar	100	1,141	24.051	24.608	0.557	2	28,094	82
	8/07/17	9/11/17	35		SolarEdge	100	1,168	24.040	20.791	-3.248	-14	24,300	-78
	9/11/17	9/18/17	7		JinkoSolar	100	1,011	24.013	23.116	-0.897	-4	23,394	-86
	9/18/17	10/09/17	21		SolarEdge	100	1,043	22.414	24.504	2.090	9	25,573	371
10/09/17		10/16/17	7		- cash -
	10/16/17	10/30/17	14		Sino-American Sili	100	11,144	2.295	2.371	0.077	3	26,428	136
	10/30/17	11/20/17	21		SolarEdge	100	945	27.942	33.143	5.200	19	31,343	1,843
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
	11/20/17	12/25/17	35		Enphase Energy	100	14,370	2.181	2.040	-0.141	-6	29,319	-50
	12/25/17	2/05/18	42		Daqo New Energy	100	3,219	9.105	7.796	-1.310	-14	25,104	-74
	2/05/18	2/12/18	7		Enphase Energy	100	13,546	1.853	2.169	0.316	17	29,379	364,109
2/12/18		2/19/18	7		- cash -
	2/19/18	2/26/18	7		Enphase Energy	100	14,304	2.054	2.177	0.124	6	31,148	2,010
	2/26/18	3/05/18	7		SolarEdge	100	753	41.355	41.021	-0.334	-1	30,897	-34
3/05/18		3/19/18	14		- cash -
	3/19/18	3/26/18	7		Enphase Energy	100	8,040	3.842	3.951	0.109	3	31,771	329
3/26/18		4/09/18	14		- cash -
	4/09/18	6/11/18	63		Enphase Energy	100	9,433	3.368	3.919	0.551	16	36,970	141
	6/11/18	6/18/18	7		Solaria Energía	100	6,429	5.750	6.240	0.490	9	40,121	7,011
6/18/18		11/19/18	154		- cash -
	11/19/18	11/26/18	7		West Holdings	100	437,743	0.092	0.099	0.007	8	43,398	5,896
11/26/18		12/03/18	7		- cash -
	12/03/18	12/10/18	7		West Holdings	100	416,341	0.104	0.092	-0.012	-12	38,336	-100
12/10/18		12/17/18	7		- cash -
	12/17/18	12/24/18	7		Grenergy Renovables	100	7,099	5.400	4.660	-0.740	-14	33,083	-100
12/24/18		12/31/18	7		- cash -
	12/31/18	3/25/19	84		Grenergy Renovables	100	5,655	5.850	6.750	0.900	15	38,173	86
	3/25/19	4/01/19	7		Flat Glass	100	81,838	0.466	0.452	-0.014	-3	37,024	-80
	4/01/19	4/22/19	21		Grenergy Renovables	100	4,936	7.500	7.600	0.100	1	37,518	26
	4/22/19	4/29/19	7		Flat Glass	100	80,618	0.465	0.431	-0.034	-7	34,750	-98
	4/29/19	5/06/19	7		Grenergy Renovables	100	4,279	8.120	7.800	-0.320	-4	33,381	-88
	5/06/19	11/11/19	189		Enphase Energy	100	2,721	12.268	16.967	4.699	38	46,168	87
	11/11/19	11/18/19	7		Grenergy Renovables	100	3,635	12.700	11.950	-0.750	-6	43,442	-96
11/18/19		12/02/19	14		- cash -
	12/02/19	12/16/19	14		Grenergy Renovables	100	2,723	15.950	13.850	-2.100	-13	37,723	-97
	12/16/19	3/16/20	91		Enphase Energy	100	1,632	23.107	24.592	1.486	6	40,148	28
3/16/20		5/11/20	56		- cash -
	5/11/20	6/22/20	42		Enphase Energy	100	728	55.112	40.443	-14.668	-27	29,470	-93
	6/22/20	6/29/20	7		SolarEdge	100	217	135.800	122.038	-13.762	-10	26,483	-100
	6/29/20	7/20/20	21		Flat Glass	100	28,105	0.942	1.202	0.260	28	33,788	6,799
	7/20/20	10/12/20	84		Sunrun	100	1,006	33.562	53.992	20.430	61	54,341	689
	10/12/20	10/19/20	7		Flat Glass	100	19,391	2.802	2.184	-0.619	-22	42,347	-100
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
	10/19/20	10/26/20	7		JinkoSolar	100	659	64.172	54.935	-9.237	-14	36,260	-100
	10/26/20	11/16/20	21		Flat Glass	100	14,887	2.436	2.159	-0.277	-11	32,138	-88
	11/16/20	11/23/20	7		Daqo New Energy	100	871	36.874	34.395	-2.478	-7	29,979	-97
	11/23/20	11/30/20	7		Flat Glass	100	12,202	2.457	2.336	-0.121	-5	28,507	-93
	11/30/20	12/07/20	7		JinkoSolar	100	493	57.738	48.130	-9.609	-17	23,770	-100
	12/07/20	1/04/21	28		GCL Poly Energy	100	199,397	0.119	0.137	0.018	15	27,281	503
	1/04/21	1/11/21	7		Flat Glass	100	7,385	3.694	3.561	-0.133	-4	26,299	-85
	1/11/21	1/18/21	7		Daqo New Energy	100	418	62.885	59.609	-3.276	-5	24,929	-94
	1/18/21	3/01/21	42		GCL Poly Energy	100	137,279	0.182	0.345	0.163	90	47,371	26,381
3/01/21		7/05/21	126		- cash -
	7/05/21	9/06/21	63		GCL Poly Energy	100	220,509	0.215	0.215	-0.000	0	47,321	-1
9/06/21		10/18/21	42		- cash -
	10/18/21	11/01/21	14		Xinte Energy	100	19,620	2.412	2.446	0.035	1	48,000	45
	11/01/21	11/29/21	28		GCL Poly Energy	100	120,177	0.399	0.339	-0.060	-15	40,752	-88
	11/29/21	12/06/21	7		Enphase Energy	100	178	227.780	188.686	-39.093	-17	33,793	-100
	12/06/21	12/13/21	7		West Holdings	100	69,572	0.486	0.492	0.007	1	34,265	106
12/13/21		3/14/22	91		- cash -
	3/14/22	4/04/22	21		Solaria Energía	100	1,743	19.650	21.160	1.510	8	36,897	262
	4/04/22	4/11/22	7		Enphase Energy	100	187	197.145	172.606	-24.539	-12	32,308	-100
	4/11/22	4/25/22	14		Solaria Energía	100	1,409	22.920	20.990	-1.930	-8	29,589	-90
	4/25/22	5/02/22	7		Encavis	100	1,432	20.660	19.710	-0.950	-5	28,228	-91
5/02/22		6/06/22	35		- cash -
	6/06/22	6/13/22	7		JinkoSolar	100	449	62.738	55.907	-6.832	-11	25,161	-100
6/13/22		6/27/22	14		- cash -
	6/27/22	8/01/22	35		GCL Poly Energy	100	55,341	0.455	0.417	-0.038	-8	23,060	-60
	8/01/22	9/26/22	56		Enphase Energy	100	84	273.335	285.779	12.444	5	24,105	34
	9/26/22	10/03/22	7		First Solar	100	180	133.274	139.407	6.133	5	25,209	944
10/03/22		12/05/22	63		- cash -
	12/05/22	1/02/23	28		First Solar	100	158	159.217	140.472	-18.745	-12	22,247	-80
1/02/23		1/16/23	14		- cash -
	1/16/23	2/06/23	21		First Solar	100	133	166.568	156.283	-10.285	-6	20,879	-67
2/06/23		2/13/23	7		- cash -
	2/13/23	3/13/23	28		First Solar	100	133	155.869	189.512	33.643	22	25,354	1,178
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
3/13/23		5/22/23	70		- cash -
	5/22/23	6/05/23	14		SMA Solar	100	252	100.600	93.200	-7.400	-7	23,489	-86
6/05/23		6/12/23	7		- cash -
	6/12/23	6/19/23	7		First Solar	100	128	182.523	173.077	-9.446	-5	22,280	-94
	6/19/23	6/26/23	7		SMA Solar	100	255	87.300	102.500	15.200	17	26,156	431,279
6/26/23		7/03/23	7		- cash -
	7/03/23	7/31/23	28		SMA Solar	100	242	107.800	86.650	-21.150	-20	21,038	-94
	7/31/23	8/07/23	7		First Solar	100	111	188.361	177.762	-10.599	-6	19,861	-95
8/07/23		12/04/23	119		- cash -
	12/04/23	1/22/24	49		ReNew Energy Global	100	3,239	6.131	6.102	-0.029	0	19,766	-4
1/22/24		2/12/24	21		- cash -
	2/12/24	2/19/24	7		Nextracker	100	363	54.324	56.168	1.844	3	20,435	470
2/19/24		4/08/24	49		- cash -
	4/08/24	4/15/24	7		Sino-American Sili	100	3,386	6.035	6.046	0.011	0	20,473	10
4/15/24		5/06/24	21		- cash -
	5/06/24	5/13/24	7		Encavis	100	1,210	16.910	16.950	0.040	0	20,521	13
5/13/24		5/27/24	14		- cash -
	5/27/24	8/12/24	77		First Solar	100	80	254.905	204.387	-50.517	-20	16,480	-65
accum	1/23/06	8/12/24	4058	days out of 7054 invested (58%)						65		16,480	5

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
GCL Poly Energy	long	4/06/09	8/03/09	119	0.10	0.31	0.21	218.19
		1/31/11	4/18/11	77	0.34	0.43	0.09	26.12
		5/02/11	5/23/11	21	0.47	0.36	-0.11	-23.12
		12/07/20	1/04/21	28	0.12	0.14	0.02	14.77
		1/18/21	3/01/21	42	0.18	0.35	0.16	90.02
		7/05/21	9/06/21	63	0.21	0.21	-0.00	-0.10
		11/01/21	11/29/21	28	0.40	0.34	-0.06	-15.10
		6/27/22	8/01/22	35	0.45	0.42	-0.04	-8.35	423.02
Canadian Solar		5/12/08	6/09/08	28	22.03	23.58	1.55	7.04
		7/01/13	7/08/13	7	9.07	9.59	0.52	5.79
		8/05/13	9/30/13	56	11.83	12.53	0.71	5.96
		10/07/13	10/21/13	14	14.09	16.90	2.81	19.95
		10/28/13	11/18/13	21	16.57	22.95	6.39	38.56
		11/25/13	12/16/13	21	21.31	21.17	-0.14	-0.65
		1/13/14	3/10/14	56	26.17	25.97	-0.20	-0.76	96.62
Sunrun		7/20/20	10/12/20	84	33.56	53.99	20.43	60.87	60.87
SunPower		12/11/06	12/18/06	7	29.45	28.35	-1.10	-3.73
		1/08/07	2/19/07	42	29.05	34.25	5.20	17.92
		4/02/07	4/23/07	21	35.05	41.80	6.74	19.24
		5/07/07	5/14/07	7	41.35	41.87	0.52	1.26
		6/18/07	7/02/07	14	43.60	48.11	4.51	10.35
		7/09/07	7/30/07	21	49.84	53.05	3.22	6.45
		8/20/07	8/27/07	7	48.65	45.71	-2.93	-6.03
		9/03/07	9/17/07	14	52.69	53.81	1.12	2.13
		10/01/07	11/12/07	42	61.62	74.86	13.24	21.49
		2/18/13	3/18/13	28	10.02	8.96	-1.07	-10.64
		5/20/13	7/01/13	42	17.68	16.45	-1.23	-6.97
		7/08/13	8/05/13	28	18.56	18.46	-0.09	-0.51	55.28
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Solaria Energía		6/02/14	6/09/14	7	1.26	1.25	-0.01	-0.79
		10/17/16	10/31/16	14	0.81	0.83	0.02	2.48
		1/09/17	1/16/17	7	0.85	0.82	-0.03	-3.53
		1/23/17	3/06/17	42	0.98	1.08	0.10	10.20
		5/29/17	6/12/17	14	1.26	1.39	0.13	10.32
		6/19/17	7/24/17	35	1.27	1.49	0.22	17.32
		6/11/18	6/18/18	7	5.75	6.24	0.49	8.52
		3/14/22	4/04/22	21	19.65	21.16	1.51	7.68
		4/11/22	4/25/22	14	22.92	20.99	-1.93	-8.42	49.72
Sino-American Sili		10/16/17	10/30/17	14	2.29	2.37	0.08	3.34
		4/08/24	4/15/24	7	6.03	6.05	0.01	0.18	3.53
Nextracker		2/12/24	2/19/24	7	54.32	56.17	1.84	3.40	3.40
Enlight Renewable		2/06/06	3/20/06	42	267.23	246.78	-20.45	-7.65
		2/09/09	2/23/09	14	28.65	24.96	-3.69	-12.87
		8/09/10	8/30/10	21	59.96	70.26	10.30	17.18
		9/06/10	11/22/10	77	86.44	126.54	40.10	46.40
		11/29/10	12/06/10	7	135.80	129.44	-6.36	-4.68
		1/24/11	1/31/11	7	122.13	109.12	-13.01	-10.65
		1/28/13	2/04/13	7	97.80	87.67	-10.13	-10.36
		1/16/17	1/23/17	7	266.76	264.09	-2.67	-1.00
		3/06/17	4/17/17	42	318.63	320.40	1.77	0.55
		5/15/17	5/22/17	7	347.72	341.28	-6.44	-1.85	2.94
Xinte Energy		10/18/21	11/01/21	14	2.41	2.45	0.03	1.43	1.43
SolarEdge		8/07/17	9/11/17	35	24.04	20.79	-3.25	-13.51
		9/18/17	10/09/17	21	22.41	24.50	2.09	9.32
		10/30/17	11/20/17	21	27.94	33.14	5.20	18.61
		2/26/18	3/05/18	7	41.36	41.02	-0.33	-0.81
		6/22/20	6/29/20	7	135.80	122.04	-13.76	-10.13	-0.03
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
ReNew Energy Global		12/04/23	1/22/24	49	6.13	6.10	-0.03	-0.48	-0.48
United Renewable		7/12/10	8/09/10	28	3.00	2.86	-0.14	-4.53
		8/30/10	9/06/10	7	3.45	3.54	0.09	2.70	-1.95
Voltalia		5/21/07	6/11/07	21	58.26	58.93	0.67	1.15
		6/16/14	6/23/14	7	7.52	7.52	0.00	0.00
		7/14/14	7/21/14	7	7.85	7.61	-0.24	-2.99
		7/28/14	8/04/14	7	8.41	8.32	-0.09	-1.12
		10/13/14	10/20/14	7	7.90	7.71	-0.19	-2.38	-5.29
First Solar		11/12/07	1/14/08	63	144.86	119.02	-25.84	-17.84
		3/31/08	5/12/08	42	176.01	200.97	24.96	14.18
		11/26/12	12/17/12	21	20.80	24.33	3.53	16.98
		12/24/12	1/07/13	14	22.76	23.73	0.97	4.26
		9/26/22	10/03/22	7	133.27	139.41	6.13	4.60
		12/05/22	1/02/23	28	159.22	140.47	-18.74	-11.77
		1/16/23	2/06/23	21	166.57	156.28	-10.28	-6.17
		2/13/23	3/13/23	28	155.87	189.51	33.64	21.58
		6/12/23	6/19/23	7	182.52	173.08	-9.45	-5.18
		7/31/23	8/07/23	7	188.36	177.76	-10.60	-5.63
		5/27/24	8/12/24	77	254.90	204.39	-50.52	-19.82	-13.56
SMA Solar		7/20/15	7/27/15	7	30.06	29.88	-0.18	-0.62
		10/26/15	1/11/16	77	42.95	49.32	6.37	14.82
		1/25/16	2/01/16	7	47.92	47.00	-0.92	-1.92
		3/14/16	3/28/16	14	43.50	41.18	-2.32	-5.33
		4/11/16	5/09/16	28	45.16	46.50	1.34	2.97
		6/06/16	6/13/16	7	49.50	44.17	-5.33	-10.77
		5/22/23	6/05/23	14	100.60	93.20	-7.40	-7.36
		6/19/23	6/26/23	7	87.30	102.50	15.20	17.41
		7/03/23	7/31/23	28	107.80	86.65	-21.15	-19.62	-14.88
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Enphase Energy		7/21/14	7/28/14	7	8.40	7.86	-0.54	-6.46
		8/11/14	8/18/14	7	8.76	9.87	1.11	12.73
		9/01/14	10/13/14	42	10.97	7.96	-3.01	-27.47
		2/09/15	3/16/15	35	12.77	12.38	-0.39	-3.06
		11/20/17	12/25/17	35	2.18	2.04	-0.14	-6.46
		2/05/18	2/12/18	7	1.85	2.17	0.32	17.03
		2/19/18	2/26/18	7	2.05	2.18	0.12	6.02
		3/19/18	3/26/18	7	3.84	3.95	0.11	2.83
		4/09/18	6/11/18	63	3.37	3.92	0.55	16.37
		5/06/19	11/11/19	189	12.27	16.97	4.70	38.31
		12/16/19	3/16/20	91	23.11	24.59	1.49	6.43
		5/11/20	6/22/20	42	55.11	40.44	-14.67	-26.62
		11/29/21	12/06/21	7	227.78	188.69	-39.09	-17.16
		4/04/22	4/11/22	7	197.14	172.61	-24.54	-12.45
		8/01/22	9/26/22	56	273.34	285.78	12.44	4.55	-15.66
Grenergy Renovables		12/17/18	12/24/18	7	5.40	4.66	-0.74	-13.70
		12/31/18	3/25/19	84	5.85	6.75	0.90	15.38
		4/01/19	4/22/19	21	7.50	7.60	0.10	1.33
		4/29/19	5/06/19	7	8.12	7.80	-0.32	-3.94
		11/11/19	11/18/19	7	12.70	11.95	-0.75	-5.91
		12/02/19	12/16/19	14	15.95	13.85	-2.10	-13.17	-20.81
Encavis		1/23/06	2/06/06	14	1.60	1.58	-0.03	-1.81
		3/20/06	4/03/06	14	1.65	1.65	0.00	0.00
		4/17/06	5/01/06	14	1.89	1.89	0.00	0.00
		5/08/06	6/12/06	35	1.89	1.89	0.00	0.00
		6/19/06	6/26/06	7	1.89	1.53	-0.36	-19.09
		10/30/06	11/13/06	14	1.91	1.92	0.01	0.47
		11/20/06	11/27/06	7	1.92	1.92	0.00	0.00
		12/18/06	1/08/07	21	1.92	1.87	-0.05	-2.51
		2/19/07	3/19/07	28	2.45	2.33	-0.12	-4.73
		3/26/07	4/02/07	7	2.33	2.27	-0.07	-2.91
		12/29/08	2/09/09	42	1.94	1.95	0.01	0.52
		3/23/09	3/30/09	7	1.85	1.91	0.06	3.19
		1/23/12	3/12/12	49	3.15	3.14	-0.01	-0.29
		3/19/12	3/26/12	7	3.17	3.06	-0.11	-3.41
		11/05/12	11/12/12	7	3.32	3.37	0.05	1.57
		3/16/15	5/25/15	70	6.00	6.75	0.75	12.46
		4/25/22	5/02/22	7	20.66	19.71	-0.95	-4.60
		5/06/24	5/13/24	7	16.91	16.95	0.04	0.24	-21.45
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Flat Glass		3/25/19	4/01/19	7	0.47	0.45	-0.01	-3.01
		4/22/19	4/29/19	7	0.47	0.43	-0.03	-7.38
		6/29/20	7/20/20	21	0.94	1.20	0.26	27.58
		10/12/20	10/19/20	7	2.80	2.18	-0.62	-22.07
		10/26/20	11/16/20	21	2.44	2.16	-0.28	-11.37
		11/23/20	11/30/20	7	2.46	2.34	-0.12	-4.91
		1/04/21	1/11/21	7	3.69	3.56	-0.13	-3.60	-27.44
West Holdings		3/30/09	4/06/09	7	0.00	0.00	-0.00	-2.22
		8/10/09	8/17/09	7	0.02	0.02	0.00	13.26
		8/24/09	8/31/09	7	0.03	0.03	-0.00	-3.97
		9/07/09	1/25/10	140	0.03	0.03	0.00	19.02
		3/29/10	4/19/10	21	0.04	0.03	-0.01	-15.80
		3/12/12	3/19/12	7	0.05	0.04	-0.00	-10.55
		9/17/12	10/29/12	42	0.07	0.05	-0.02	-25.49
		11/19/18	11/26/18	7	0.09	0.10	0.01	8.17
		12/03/18	12/10/18	7	0.10	0.09	-0.01	-11.66
		12/06/21	12/13/21	7	0.49	0.49	0.01	1.40	-31.18
JinkoSolar		12/17/12	12/24/12	7	4.71	4.21	-0.50	-10.65
		1/07/13	1/21/13	14	5.09	5.80	0.72	14.06
		7/24/17	8/07/17	14	24.05	24.61	0.56	2.32
		9/11/17	9/18/17	7	24.01	23.12	-0.90	-3.73
		10/19/20	10/26/20	7	64.17	54.94	-9.24	-14.39
		11/30/20	12/07/20	7	57.74	48.13	-9.61	-16.64
		6/06/22	6/13/22	7	62.74	55.91	-6.83	-10.89	-36.17
Daqo New Energy		1/21/13	1/28/13	7	1.92	1.84	-0.08	-4.39
		2/04/13	2/18/13	14	1.70	2.03	0.33	19.35
		9/30/13	10/07/13	7	3.90	3.50	-0.40	-10.30
		10/21/13	10/28/13	7	5.55	4.36	-1.19	-21.40
		11/18/13	11/25/13	7	6.78	5.75	-1.02	-15.07
		3/10/14	3/24/14	14	7.44	5.22	-2.22	-29.83
		3/31/14	4/28/14	28	6.22	5.97	-0.25	-4.05
		6/30/14	7/14/14	14	4.67	4.22	-0.45	-9.59
		8/15/16	8/22/16	7	4.20	4.38	0.17	4.16
		8/29/16	9/12/16	14	4.41	4.53	0.11	2.57
		12/25/17	2/05/18	42	9.11	7.80	-1.31	-14.38
		11/16/20	11/23/20	7	36.87	34.40	-2.48	-6.72
		1/11/21	1/18/21	7	62.88	59.61	-3.28	-5.21	-66.36

Annotations

4/22/24	PPVX	Voltalia replaces Meyer Burger
11/13/23	PPVX	Altus Power replaces Maxeon
2/10/23	PPVX	Nextracker replaces Beijing Energy
2/06/23	Enlight Renewable	reverse split 10:1 (one for ten)
9/25/22	PPVX	Maxeon Solar Technologies replaces Azure Power Global
10/29/21	PPVX	ReNew Energy Global replaces Soltec Power
7/29/21	United Renewable	reverse stock split 0.5658:1
7/23/21	PPVX	Xinte Energy replaces Maxeon
6/25/21	PPVX	Enlight Renewable Energy and Flat Glass Group replace Solarpack and Renesola
4/01/21	GCL Poly Energy	suspended
2/05/21	PPVX	Shoals Technologies Group replaces SPCG
1/25/21	PPVX	Grenergy Renovables and ReneSola replace Motech Industries and Shinsung E&G
11/17/20	Daqo New Energy	stock split 1:5 (five for one)
10/31/20	PPVX	Soltec Power replaces REC Silicon
10/23/20	PPVX	Array Technologies and REC Silicon replace 7C Solarparken and Tainergy
10/08/20	PPVX	Tainergy Tech replaces Vivint Solar (acquired by Sunrun)
9/21/20	PPVX	Motech Industries and Shinsung E&G replace China Shuifa Singyes and Thai Solar Energy
3/27/20	PPVX	China Singyes Solar and Edisun Power Europe replace Motech and Terraform Power
12/28/19	PPVX	Motech replaces SFCE
11/08/19	PPVX	Neoen replaces REC Silicon
7/29/19	PPVX	Sunnova replaces Shinsung E&G
2/16/19	PPVX	7C Solarparken replaces China Singyes Solar
12/10/18	PPVX	SFCE and Solarapack replace Motech Industries and Green Energy Technology
10/01/18	PPVX	Thai Solar Energy returns for Gintech Energy (merger with Neo Solar Power)
7/20/18	PPVX	West Holdings replaces JA Solar
7/17/18	PPVX	JA Solar exits due to becoming private (mergered with JASO Acquisition Holding as wholly owner)
6/25/18	Green Energy T	returns replacing 8point3
6/21/18	8point3	drops out due to acquisition by Capital Dynamics
5/18/18	PPVX	Enphase Energy replaces Thai Solar Energy PCL (exit due to low stock market value)
2/27/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
2/16/18	PPVX	Solaria Energía replaces SFCE (market value falls below exit threshold)
12/30/17	PPVX	Vivint Solar replaces TerraForm Global (acquired by Brookfield Asset Management)
8/11/17	PPVX	Shinsung E&G replaces Green Energy Technology
3/14/17	PPVX	Azure Power Global replaces Trina Solar
11/25/16	PPVX	Thai Solar Energy replaces SolarCity (acquired by Tesla)
11/04/16	PPVX	SPCG replaces SPI
10/08/16	Chorus	is replaced by BCPG
8/08/16	Capital Stage	acquires Chorus Clean Energy
6/03/16	PPVX	complete analysis - all techniques have been refreshed using new market composition
6/02/16	Solarenergie	Change Of Composition This market matches the PPVX (Photon Photovoltaiics Stock Index) regarding composition now. The PPVX is a cooperation of PHOTON International GmbH, Berlin and Öko-Invest-Verlags-GmbH, Vienna. The index here is not the original PPVX but the Share-o-matic standard index, an equal weighted price index in USD starting in 2005 at 100 points. The standard techniques have been re-calculated, best practice analysis is in progress.
1/01/16	Sunrun	recording started
8/18/15	Solarenergie	complete analysis
7/01/15	Scatec Solar	monitoring started
3/14/15	Solar Energy	first complete analysis


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