Share-o-matic - Assessment DAX (Deutscher Aktienindex)

Assessment - Deutscher Aktienindex - 1/07/24 - RS = 12

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	8/04/24	prc diff	⇓ Δ12	⇓∅-RS
		DAX	17,726.500	12/08	0.02	18,290.700	-3.08	18,319.000	-28.300	-0.15	8.65
		Adidas	212.400	12/08	-1.03	219.500	-3.23	204.600	14.900	7.28	17.93
		Airbus	133.760	12/08	-0.45	131.640	1.61	170.540	-38.900	-22.81	3.35
		Allianz	255.900	12/08		262.500	-2.51	268.500	-6.000	-2.23	7.44
	S	BASF	41.280	12/08	-0.22	44.390	-7.01	53.880	-9.490	-17.61	-2.61
	L	Bayer	25.960	12/08	-0.04	26.170	-0.80	27.325	-1.155	-4.23	-25.49
	L	Beiersdorf	124.550	12/08	-1.11	136.550	-8.79	129.650	6.900	5.32	13.18
	S	BMW	78.980	12/08	-0.90	89.140	-11.40	114.750	-25.610	-22.32	-12.27
	S	Brenntag	63.820	12/08	0.22	63.120	1.11	75.660	-12.540	-16.57	-13.41
		Commerzbank	12.420	12/08	0.89	14.605	-14.96	13.440	1.165	8.67	23.82
	S	Continental	58.860	12/08	0.34	53.040	10.97	66.160	-13.120	-19.83	-17.95
		Covestro	53.740	12/08	-0.11	54.640	-1.65	52.440	2.200	4.20	1.45
		Daimler Truck	33.000	12/08	-0.87	37.230	-11.36	47.190	-9.960	-21.11	6.15
		Deutsche Bank	13.308	12/08	0.14	15.406	-13.62	14.894	0.512	3.44	26.34
		Deutsche Börse	185.150	12/08	0.54	190.500	-2.81	187.750	2.750	1.46	6.10
		Deutsche Post	36.040	12/08	-0.36	38.520	-6.44	39.420	-0.900	-2.28	-9.28
	L	Deutsche Telekom	24.730	12/08	0.49	23.680	4.43	22.060	1.620	7.34	6.60
		E.on	12.325	12/08	0.78	12.205	0.98	12.430	-0.225	-1.81	4.41
	L	Fresenius	30.890	12/08		28.300	9.15	25.630	2.670	10.42	8.43
		Hannover Rück	227.400	12/08	5.23	240.900	-5.60	238.000	2.900	1.22	6.49
		Heidelberg Materials	87.640	12/08	-0.81	96.440	-9.12	99.300	-2.860	-2.88	19.84
	L	Henkel	78.060	12/08	0.75	83.140	-6.11	72.640	10.500	14.45	15.30
	L	Infineon	30.280	12/08	0.36	34.365	-11.89	32.330	2.035	6.29	7.08
	S	Mercedes-Benz	57.480	12/08	-0.57	64.800	-11.30	76.610	-11.810	-15.42	-4.70
	L	Merck (EMD)	166.750	12/08	0.36	152.050	9.67	152.600	-0.550	-0.36	11.19
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	8/04/24	prc diff	⇓ Δ12	⇓∅-RS
		MTU Aero Engines	258.600	12/08	0.23	236.600	9.30	225.500	11.100	4.92	9.60
	L	Münchener Rück	439.200	12/08	1.01	466.900	-5.93	426.500	40.400	9.47	18.31
	S	Porsche	65.680	12/08	-0.97	69.360	-5.31	93.900	-24.540	-26.13	-21.17
		Porsche Automobil	38.460	12/08	-0.57	42.330	-9.14	51.400	-9.070	-17.65	-11.50
	L	Qiagen	41.330	12/08	-0.65	37.820	9.28	38.055	-0.235	-0.62	0.58
		Rheinmetall	546.000	12/08	1.41	483.400	12.95	560.600	-77.200	-13.77	52.40
	L	RWE	32.360	12/08	1.70	32.600	-0.74	30.960	1.640	5.30	-7.27
		SAP	189.300	12/08	-0.33	185.680	1.95	177.220	8.460	4.77	22.16
	S	Sartorius	241.100	12/08	-2.90	211.700	13.89	348.600	-136.900	-39.27	-21.62
		Siemens	157.200	12/08	0.01	177.120	-11.25	174.260	2.860	1.64	7.94
	L	Siemens Energy	24.250	12/08	0.25	24.160	0.37	18.315	5.845	31.91	67.67
		Siemens Healthineers	50.280	12/08	0.08	53.840	-6.61	55.520	-1.680	-3.03	2.97
	L	Symrise	111.550	12/08	0.13	114.500	-2.58	107.000	7.500	7.01	15.93
	S	Volkswagen	93.500	12/08	-0.47	106.050	-11.83	126.100	-20.050	-15.90	-8.53
		Vonovia	29.070	12/08	-1.32	26.450	9.91	25.580	0.870	3.40	10.06
		Zalando	22.880	12/08	0.39	22.850	0.13	26.020	-3.170	-12.18	-1.49
DAX - 40 out of 40 instruments rated - 1/07/24 / 8/04/24 - 19 did rise, Market-Ratio(12) = 47.50 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	DAX RS = 12 - B/S = 73/20

6/01/20	scale up chart	1/07/24

Transactions Deutscher Aktienindex * L12 - 73/20 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		4/09/06	245		- cash -
long	4/09/06	27/08/07	357		thyssenkrupp	100	365	27.350	42.400	15.050	55	15,493	57
27/08/07		18/05/09	630		- cash -
	18/05/09	8/08/11	812		Pro7-Sat1	100	4,339	3.570	14.000	10.430	292	60,749	85
8/08/11		14/11/11	98		- cash -
	14/11/11	14/05/12	182		Merck (EMD)	100	1,687	36.000	39.300	3.300	9	66,316	19
14/05/12		13/08/12	91		- cash -
	13/08/12	18/08/14	735		Continental	100	977	67.825	132.083	64.258	95	129,096	39
18/08/14		24/11/14	98		- cash -
	24/11/14	8/06/15	196		Merck (EMD)	100	1,636	78.890	92.510	13.620	17	151,379	35
8/06/15		16/11/15	161		- cash -
	16/11/15	18/01/16	63		Adidas	100	1,763	85.820	89.260	3.440	4	157,443	26
18/01/16		2/05/16	105		- cash -
	2/05/16	5/03/18	672		Adidas	100	1,379	114.100	174.750	60.650	53	241,080	26
5/03/18		7/05/18	63		- cash -
	7/05/18	29/10/18	175		Deutsche Börse	100	2,067	116.600	109.400	-7.200	-6	226,197	-12
29/10/18		4/03/19	126		- cash -
	4/03/19	9/03/20	371		Münchener Rück	100	1,084	208.500	217.300	8.800	4	235,736	4
9/03/20		1/06/20	84		- cash -
	1/06/20	7/03/22	644		Fresenius MedCare	100	3,118	75.600	53.520	-22.080	-29	166,891	-18
7/03/22		30/05/22	84		- cash -
	30/05/22	20/06/22	21		Bayer	100	2,509	66.500	63.360	-3.140	-5	159,013	-57
20/06/22		28/11/22	161		- cash -
	28/11/22	23/10/23	329		Münchener Rück	100	538	295.300	372.100	76.800	26	200,331	29
23/10/23		25/12/23	63		- cash -
	25/12/23	12/08/24	231		Vonovia	100	7,061	28.370	29.070	0.700	2	205,274	4
accum	4/09/06	12/08/24	4901	days out of 6910 invested (71%)						1,953		205,274	25

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Pro7-Sat1	long	18/05/09	8/08/11	812	3.57	14.00	10.43	292.16	292.16
Continental		13/08/12	18/08/14	735	67.83	132.08	64.26	94.74	94.74
Adidas		16/11/15	18/01/16	63	85.82	89.26	3.44	4.01
		2/05/16	5/03/18	672	114.10	174.75	60.65	53.16	59.29
thyssenkrupp		4/09/06	27/08/07	357	27.35	42.40	15.05	55.03	55.03
Münchener Rück		4/03/19	9/03/20	371	208.50	217.30	8.80	4.22
		28/11/22	23/10/23	329	295.30	372.10	76.80	26.01	31.33
Merck (EMD)		14/11/11	14/05/12	182	36.00	39.30	3.30	9.17
		24/11/14	8/06/15	196	78.89	92.51	13.62	17.26	28.01
Vonovia		25/12/23	12/08/24	231	28.37	29.07	0.70	2.47	2.47
Bayer		30/05/22	20/06/22	21	66.50	63.36	-3.14	-4.72	-4.72
Deutsche Börse		7/05/18	29/10/18	175	116.60	109.40	-7.20	-6.17	-6.17
Fresenius MedCare		1/06/20	7/03/22	644	75.60	53.52	-22.08	-29.21	-29.21

Annotations

20/09/21	DAX	DAX40: Join-ins from MDAX: Airbus, Brenntag, HelloFresh, Porsche, Puma, Qiagen, Sartorius, Siemens Healthineers, Symrise, Zalando
16/09/21	Continental	spin-off drive technology: one additional Vitesco for five Continental
24/09/18	DAX	Wirecard replaces Commerzbank
19/03/18	DAX	Covestro replaces Pro7-Sat1
12/09/16	E.on	demerger of Uniper (power plants) 10 + 1 (one additional Uniper for ten E.on)
13/06/16	Sartorius	stock split 1:4 (four for one)
9/03/16	DAX	complete analysis after advanced exchange of Pro7Sat.1 and K+S
21/12/15	Covestro	recording started
21/09/15	Vonovia	moves from MDAX to DAX
7/09/15	DAX	complete analysis ex Lanxess - in Vonovia
2/09/15	Deutsche Annington	changes name to Vonovia
21/06/15	Zalando	promotion from SDAX to MDAX


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