Share-o-matic - Assessment PSI 20 (Portuguese Stock Index 20 )

Assessment - Portuguese Stock Index 20 - 3/27/23 - RS = 9

		instrument	freshest		⇓ Δday	3/27/23	⇓ Δwk	1/23/23	prc diff	⇓ Δ9	⇓∅-RS
	S	PSI 20	6,046.610	Fri	0.36	5,782.390	4.57	5,972.560	-190.170	-3.18	-1.99
	S	Altri	4.746	Fri	-1.37	4.552	4.26	4.890	-0.338	-6.91	-17.35
		Banco Comercial	0.204	Fri	-1.16	0.189	7.71	0.189	0.000	0.21	19.08
	L	Corticeira Amorim	10.000	Fri	-0.40	9.910	0.91	8.880	1.030	11.60	3.06
	L	CTT-Correios	3.615	Fri	0.42	3.460	4.48	3.485	-0.025	-0.72	2.22
		Energias de Portugal	5.016	Fri	1.74	4.802	4.46	4.766	0.036	0.76	3.45
	S	EDP Renováveis	21.090	Fri	0.76	20.020	5.34	20.530	-0.510	-2.48	-9.34
	S	Galp Energia	10.460	Fri	-0.19	9.922	5.42	13.005	-3.083	-23.71	-10.73
	S	Greenvolt	6.630	Fri	2.31	6.040	9.77	8.040	-2.000	-24.88	-22.56
		Jerónimo Martins	21.620	Fri	1.69	20.380	6.08	20.240	0.140	0.69	-0.62
		Mota-Engil	1.588	Fri		1.516	4.75	1.364	0.152	11.14	17.38
	L	NOS	4.216	Fri	-0.14	4.162	1.30	3.986	0.176	4.42	8.31
		Redes Energéticas	2.700	Fri	0.56	2.660	1.50	2.590	0.070	2.70	-0.28
		Semapa	13.680	Fri	-1.16	13.480	1.48	12.280	1.200	9.77	1.40
		Sonae	1.005	Fri	-0.10	0.976	2.97	0.971	0.005	0.51	-2.25
	S	The Navigator	3.296	Fri	-0.42	3.232	1.98	3.164	0.068	2.15	-12.15
PSI 20 - 15 out of 15 instruments rated - 3/27/23 / 1/23/23 - 10 did rise, Market-Ratio(9) = 66.67 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	PSI 20 RS = 9 - B/S = 62/62

1/07/19	scale up chart	3/27/23

Transactions Portuguese Stock Index 20 * L9 - 62 ex 2 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	1/02/06	4/24/06	112		Semapa	100	1,470	6.800	8.900	2.100	31	13,087	140
	4/24/06	5/22/06	28		Altri	100	13,422	0.975	0.995	0.020	2	13,355	30
5/22/06		7/24/06	63		- cash -
	7/24/06	7/31/06	7		Altri	100	11,664	1.145	1.310	0.165	14	15,280	111,734
7/31/06		8/14/06	14		- cash -
	8/14/06	10/16/06	63		Altri	100	10,760	1.420	1.740	0.320	23	18,723	225
10/16/06		11/13/06	28		- cash -
	11/13/06	8/06/07	266		Altri	100	9,880	1.895	3.340	1.445	76	33,000	118
8/06/07		12/03/07	119		- cash -
	12/03/07	12/10/07	7		Galp Energia	100	2,182	15.120	14.670	-0.450	-3	32,018	-79
12/10/07		5/05/08	147		- cash -
	5/05/08	6/02/08	28		Galp Energia	100	2,016	15.880	16.250	0.370	2	32,764	35
6/02/08		4/13/09	315		- cash -
	4/13/09	5/04/09	21		Redes Energéticas	100	10,238	3.200	3.158	-0.042	-1	32,334	-21
	5/04/09	6/22/09	49		Sonae	100	46,725	0.692	0.672	-0.020	-3	31,399	-20
6/22/09		6/29/09	7		- cash -
	6/29/09	7/06/09	7		EDP Renováveis	100	4,272	7.350	7.081	-0.269	-4	30,250	-86
7/06/09		8/10/09	35		- cash -
	8/10/09	11/16/09	98		Sonae	100	38,291	0.790	0.928	0.138	17	35,534	82
11/16/09		1/04/10	49		- cash -
	1/04/10	1/18/10	14		Altri	100	17,767	2.000	2.090	0.090	4	37,133	215
1/18/10		4/05/10	77		- cash -
	4/05/10	4/26/10	21		Altri	100	14,758	2.516	2.368	-0.148	-6	34,949	-65
4/26/10		7/26/10	91		- cash -
	7/26/10	8/16/10	21		Jerónimo Martins	100	4,234	8.254	8.878	0.624	8	37,591	255
8/16/10		9/06/10	21		- cash -
	9/06/10	9/20/10	14		Jerónimo Martins	100	4,223	8.900	9.272	0.372	4	39,162	191
9/20/10		10/18/10	28		- cash -
	10/18/10	11/08/10	21		Jerónimo Martins	100	3,964	9.879	11.200	1.321	13	44,399	786
11/08/10		1/24/11	77		- cash -
	1/24/11	2/14/11	21		Jerónimo Martins	100	3,998	11.105	11.975	0.870	8	47,877	271
2/14/11		3/14/11	28		- cash -
	3/14/11	3/28/11	14		Jerónimo Martins	100	4,210	11.370	11.290	-0.080	-1	47,540	-17
3/28/11		11/14/11	231		- cash -
	11/14/11	11/21/11	7		Jerónimo Martins	100	3,773	12.600	12.590	-0.010	0	47,502	-4
11/21/11		1/23/12	63		- cash -
	1/23/12	1/30/12	7		Corticeira Amorim	100	34,174	1.390	1.350	-0.040	-3	46,135	-78
1/30/12		2/13/12	14		- cash -
	2/13/12	3/05/12	21		Corticeira Amorim	100	34,951	1.320	1.400	0.080	6	48,931	178
3/05/12		3/19/12	14		- cash -
	3/19/12	3/26/12	7		Corticeira Amorim	100	34,703	1.410	1.410	0.000	0	48,931	0
3/26/12		4/02/12	7		- cash -
	4/02/12	4/09/12	7		Jerónimo Martins	100	3,173	15.420	15.150	-0.270	-2	48,075	-60
4/09/12		8/13/12	126		- cash -
	8/13/12	8/27/12	14		Corticeira Amorim	100	33,618	1.430	1.430	0.000	0	48,075	0
	8/27/12	11/19/12	84		Sonae	100	92,808	0.518	0.582	0.064	12	54,014	66
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
11/19/12		12/03/12	14		- cash -
	12/03/12	1/28/13	56		Sonae	100	92,808	0.582	0.745	0.163	28	69,142	400
	1/28/13	3/25/13	56		Mota-Engil	100	29,063	2.379	1.931	-0.448	-19	56,122	-74
3/25/13		5/06/13	42		- cash -
	5/06/13	6/03/13	28		Mota-Engil	100	27,336	2.053	2.162	0.109	5	59,102	96
6/03/13		6/10/13	7		- cash -
	6/10/13	6/24/13	14		Mota-Engil	100	26,962	2.192	2.108	-0.084	-4	56,837	-64
6/24/13		8/12/13	49		- cash -
	8/12/13	10/07/13	56		Mota-Engil	100	20,415	2.784	3.200	0.416	15	65,329	148
10/07/13		10/21/13	14		- cash -
	10/21/13	10/28/13	7		Mota-Engil	100	17,997	3.630	3.423	-0.207	-6	61,604	-95
10/28/13		11/04/13	7		- cash -
	11/04/13	12/23/13	49		Mota-Engil	100	17,676	3.485	4.430	0.945	27	78,308	497
12/23/13		1/06/14	14		- cash -
	1/06/14	1/27/14	21		Mota-Engil	100	16,997	4.607	4.630	0.023	0	78,699	9
1/27/14		2/10/14	14		- cash -
	2/10/14	5/19/14	98		Mota-Engil	100	16,176	4.865	4.722	-0.143	-3	76,386	-11
5/19/14		9/15/14	119		- cash -
	9/15/14	9/29/14	14		EDP Renováveis	100	13,842	5.518	5.411	-0.107	-2	74,904	-40
9/29/14		12/08/14	70		- cash -
	12/08/14	12/15/14	7		Corticeira Amorim	100	23,481	3.190	3.006	-0.184	-6	70,584	-95
12/15/14		12/22/14	7		- cash -
	12/22/14	1/05/15	14		CTT-Correios	100	8,749	8.067	8.082	0.015	0	70,715	5
1/05/15		1/19/15	14		- cash -
	1/19/15	5/25/15	126		Altri	100	24,553	2.880	4.081	1.201	42	100,203	174
5/25/15		8/03/15	70		- cash -
	8/03/15	8/17/15	14		NOS	100	12,874	7.783	7.548	-0.235	-3	97,178	-55
	8/17/15	8/24/15	7		Jerónimo Martins	100	7,039	13.805	11.725	-2.080	-15	82,537	-100
8/24/15		10/26/15	63		- cash -
	10/26/15	12/07/15	42		Altri	100	19,061	4.330	5.008	0.678	16	95,460	254
12/07/15		3/21/16	105		- cash -
	3/21/16	4/04/16	14		Corticeira Amorim	100	14,023	6.807	6.920	0.113	2	97,045	54
4/04/16		4/11/16	7		- cash -
	4/11/16	5/16/16	35		Corticeira Amorim	100	14,271	6.800	6.840	0.040	1	97,616	6
5/16/16		7/25/16	70		- cash -
	7/25/16	8/01/16	7		Corticeira Amorim	100	13,557	7.200	7.299	0.099	1	98,958	104
8/01/16		8/08/16	7		- cash -
	8/08/16	9/19/16	42		Corticeira Amorim	100	12,598	7.855	8.494	0.639	8	107,008	97
9/19/16		12/12/16	84		- cash -
	12/12/16	12/19/16	7		Galp Energia	100	7,618	14.045	13.900	-0.145	-1	105,903	-42
12/19/16		1/23/17	35		- cash -
	1/23/17	1/30/17	7		Altri	100	26,278	4.030	4.090	0.060	1	107,480	116
1/30/17		2/06/17	7		- cash -
	2/06/17	2/13/17	7		Corticeira Amorim	100	12,062	8.910	9.660	0.750	8	116,526	6,664
2/13/17		2/27/17	14		- cash -
	2/27/17	3/06/17	7		Corticeira Amorim	100	12,075	9.650	9.650	0.000	0	116,526	0
3/06/17		3/20/17	14		- cash -
	3/20/17	5/15/17	56		Corticeira Amorim	100	11,537	10.100	11.240	1.140	11	129,679	101
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
	5/15/17	6/12/17	28		Mota-Engil	100	49,685	2.610	2.320	-0.290	-11	115,270	-78
	6/12/17	7/10/17	28		Corticeira Amorim	100	9,251	12.460	12.615	0.155	1	116,704	17
7/10/17		10/02/17	84		- cash -
	10/02/17	10/09/17	7		Mota-Engil	100	36,722	3.178	3.178	0.000	0	116,704	0
10/09/17		10/16/17	7		- cash -
	10/16/17	11/13/17	28		Mota-Engil	100	35,743	3.265	3.268	0.003	0	116,811	1
11/13/17		1/08/18	56		- cash -
	1/08/18	2/05/18	28		Mota-Engil	100	29,913	3.905	3.730	-0.175	-4	111,576	-45
2/05/18		5/07/18	91		- cash -
	5/07/18	5/28/18	21		Altri	100	18,261	6.110	7.450	1.340	22	136,046	3,039
5/28/18		6/11/18	14		- cash -
	6/11/18	6/18/18	7		Altri	100	15,655	8.690	8.440	-0.250	-3	132,132	-78
6/18/18		1/21/19	217		- cash -
	1/21/19	3/04/19	42		NOS	100	24,111	5.480	5.365	-0.115	-2	129,360	-17
	3/04/19	3/18/19	14		Altri	100	17,065	7.580	7.580	0.000	0	129,360	0
	3/18/19	3/25/19	7		Jerónimo Martins	100	9,653	13.400	13.135	-0.265	-2	126,802	-65
	3/25/19	5/06/19	42		NOS	100	22,806	5.560	5.875	0.315	6	133,985	61
5/06/19		9/16/19	133		- cash -
	9/16/19	9/30/19	14		Jerónimo Martins	100	8,525	15.715	15.480	-0.235	-1	131,982	-32
9/30/19		10/07/19	7		- cash -
	10/07/19	11/11/19	35		Jerónimo Martins	100	8,760	15.065	15.330	0.265	2	134,303	20
	11/11/19	1/06/20	56		CTT-Correios	100	44,120	3.044	3.132	0.088	3	138,186	20
1/06/20		5/11/20	126		- cash -
	5/11/20	6/15/20	35		Energias de Portugal	100	33,671	4.104	4.070	-0.034	-1	137,041	-8
6/15/20		6/29/20	14		- cash -
	6/29/20	7/27/20	28		EDP Renováveis	100	11,269	12.160	14.020	1.860	15	158,002	539
7/27/20		11/23/20	119		- cash -
	11/23/20	2/01/21	70		EDP Renováveis	100	8,987	17.580	22.650	5.070	29	203,566	275
2/01/21		2/22/21	21		- cash -
	2/22/21	3/01/21	7		Semapa	100	16,963	12.000	12.020	0.020	0	203,905	9
3/01/21		3/29/21	28		- cash -
	3/29/21	5/24/21	56		CTT-Correios	100	60,685	3.360	4.040	0.680	20	245,171	232
5/24/21		5/31/21	7		- cash -
	5/31/21	6/07/21	7		CTT-Correios	100	57,417	4.270	4.280	0.010	0	245,745	13
6/07/21		6/14/21	7		- cash -
	6/14/21	6/21/21	7		CTT-Correios	100	55,724	4.410	4.550	0.140	3	253,546	410
6/21/21		8/09/21	49		- cash -
	8/09/21	8/16/21	7		CTT-Correios	100	55,238	4.590	4.445	-0.145	-3	245,537	-81
8/16/21		8/30/21	14		- cash -
	8/30/21	11/08/21	70		CTT-Correios	100	54,442	4.510	4.255	-0.255	-6	231,654	-26
11/08/21		11/15/21	7		- cash -
	11/15/21	11/22/21	7		Jerónimo Martins	100	10,719	21.610	19.420	-2.190	-10	208,179	-100
	11/22/21	11/29/21	7		Sonae	100	205,914	1.011	0.957	-0.054	-5	197,060	-94
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
11/29/21		1/31/22	63		- cash -
	1/31/22	2/07/22	7		Jerónimo Martins	100	9,225	21.360	20.280	-1.080	-5	187,097	-93
2/07/22		3/28/22	49		- cash -
	3/28/22	4/25/22	28		Galp Energia	100	16,557	11.300	10.650	-0.650	-6	176,335	-54
	4/25/22	5/16/22	21		The Navigator	100	46,161	3.820	3.994	0.174	5	184,367	117
5/16/22		5/23/22	7		- cash -
	5/23/22	5/30/22	7		The Navigator	100	44,340	4.158	4.176	0.018	0	185,165	25
	5/30/22	6/13/22	14		Banco Comercial	100	954,459	0.194	0.167	-0.027	-14	159,395	-98
6/13/22		7/04/22	21		- cash -
	7/04/22	7/11/22	7		Sonae	100	139,209	1.145	1.129	-0.016	-1	157,167	-52
7/11/22		11/21/22	133		- cash -
	11/21/22	11/28/22	7		Greenvolt	100	19,237	8.170	7.870	-0.300	-4	151,396	-86
	11/28/22	12/05/22	7		Semapa	100	10,587	14.300	13.980	-0.320	-2	148,008	-69
	12/05/22	12/26/22	21		Galp Energia	100	12,252	12.080	12.525	0.445	4	153,461	88
12/26/22		3/27/23	91		- cash -
	3/27/23	3/31/23	4		Banco Comercial	100	810,246	0.189	0.204	0.015	8	165,290	87,566
accum	1/02/06	3/31/23	2533	days out of 6299 invested (40%)						1,553		165,290	50

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Altri	long	4/24/06	5/22/06	28	0.98	1.00	0.02	2.05
		7/24/06	7/31/06	7	1.15	1.31	0.17	14.41
		8/14/06	10/16/06	63	1.42	1.74	0.32	22.54
		11/13/06	8/06/07	266	1.90	3.34	1.45	76.25
		1/04/10	1/18/10	14	2.00	2.09	0.09	4.50
		4/05/10	4/26/10	21	2.52	2.37	-0.15	-5.88
		1/19/15	5/25/15	126	2.88	4.08	1.20	41.70
		10/26/15	12/07/15	42	4.33	5.01	0.68	15.66
		1/23/17	1/30/17	7	4.03	4.09	0.06	1.49
		5/07/18	5/28/18	21	6.11	7.45	1.34	21.93
		6/11/18	6/18/18	7	8.69	8.44	-0.25	-2.88
		3/04/19	3/18/19	14	7.58	7.58	0.00	0.00	388.51
Sonae		5/04/09	6/22/09	49	0.69	0.67	-0.02	-2.89
		8/10/09	11/16/09	98	0.79	0.93	0.14	17.47
		8/27/12	11/19/12	84	0.52	0.58	0.06	12.36
		12/03/12	1/28/13	56	0.58	0.75	0.16	28.01
		11/22/21	11/29/21	7	1.01	0.96	-0.05	-5.34
		7/04/22	7/11/22	7	1.15	1.13	-0.02	-1.40	53.13
EDP Renováveis		6/29/09	7/06/09	7	7.35	7.08	-0.27	-3.66
		9/15/14	9/29/14	14	5.52	5.41	-0.11	-1.94
		6/29/20	7/27/20	28	12.16	14.02	1.86	15.30
		11/23/20	2/01/21	70	17.58	22.65	5.07	28.84	40.34
Corticeira Amorim		1/23/12	1/30/12	7	1.39	1.35	-0.04	-2.88
		2/13/12	3/05/12	21	1.32	1.40	0.08	6.06
		3/19/12	3/26/12	7	1.41	1.41	0.00	0.00
		8/13/12	8/27/12	14	1.43	1.43	0.00	0.00
		12/08/14	12/15/14	7	3.19	3.01	-0.18	-5.77
		3/21/16	4/04/16	14	6.81	6.92	0.11	1.66
		4/11/16	5/16/16	35	6.80	6.84	0.04	0.59
		7/25/16	8/01/16	7	7.20	7.30	0.10	1.38
		8/08/16	9/19/16	42	7.86	8.49	0.64	8.13
		2/06/17	2/13/17	7	8.91	9.66	0.75	8.42
		2/27/17	3/06/17	7	9.65	9.65	0.00	0.00
		3/20/17	5/15/17	56	10.10	11.24	1.14	11.29
		6/12/17	7/10/17	28	12.46	12.62	0.15	1.24	32.92
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Semapa		1/02/06	4/24/06	112	6.80	8.90	2.10	30.88
		2/22/21	3/01/21	7	12.00	12.02	0.02	0.17
		11/28/22	12/05/22	7	14.30	13.98	-0.32	-2.24	28.17
CTT-Correios		12/22/14	1/05/15	14	8.07	8.08	0.02	0.19
		11/11/19	1/06/20	56	3.04	3.13	0.09	2.89
		3/29/21	5/24/21	56	3.36	4.04	0.68	20.24
		5/31/21	6/07/21	7	4.27	4.28	0.01	0.23
		6/14/21	6/21/21	7	4.41	4.55	0.14	3.17
		8/09/21	8/16/21	7	4.59	4.45	-0.15	-3.16
		8/30/21	11/08/21	70	4.51	4.26	-0.26	-5.65	17.11
The Navigator		4/25/22	5/16/22	21	3.82	3.99	0.17	4.55
		5/23/22	5/30/22	7	4.16	4.18	0.02	0.43	5.01
NOS		8/03/15	8/17/15	14	7.78	7.55	-0.24	-3.02
		1/21/19	3/04/19	42	5.48	5.37	-0.12	-2.10
		3/25/19	5/06/19	42	5.56	5.88	0.32	5.67	0.32
Energias de Portugal		5/11/20	6/15/20	35	4.10	4.07	-0.03	-0.83	-0.83
Redes Energéticas		4/13/09	5/04/09	21	3.20	3.16	-0.04	-1.31	-1.31
Greenvolt		11/21/22	11/28/22	7	8.17	7.87	-0.30	-3.67	-3.67
Galp Energia		12/03/07	12/10/07	7	15.12	14.67	-0.45	-2.98
		5/05/08	6/02/08	28	15.88	16.25	0.37	2.33
		12/12/16	12/19/16	7	14.05	13.90	-0.15	-1.03
		3/28/22	4/25/22	28	11.30	10.65	-0.65	-5.75
		12/05/22	12/26/22	21	12.08	12.53	0.45	3.68	-3.98
Jerónimo Martins		7/26/10	8/16/10	21	8.25	8.88	0.62	7.56
		9/06/10	9/20/10	14	8.90	9.27	0.37	4.18
		10/18/10	11/08/10	21	9.88	11.20	1.32	13.37
		1/24/11	2/14/11	21	11.11	11.98	0.87	7.83
		3/14/11	3/28/11	14	11.37	11.29	-0.08	-0.70
		11/14/11	11/21/11	7	12.60	12.59	-0.01	-0.08
		4/02/12	4/09/12	7	15.42	15.15	-0.27	-1.75
		8/17/15	8/24/15	7	13.81	11.73	-2.08	-15.07
		3/18/19	3/25/19	7	13.40	13.14	-0.27	-1.98
		9/16/19	9/30/19	14	15.72	15.48	-0.23	-1.50
		10/07/19	11/11/19	35	15.07	15.33	0.27	1.76
		11/15/21	11/22/21	7	21.61	19.42	-2.19	-10.13
		1/31/22	2/07/22	7	21.36	20.28	-1.08	-5.06	-4.92
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Mota-Engil		1/28/13	3/25/13	56	2.38	1.93	-0.45	-18.83
		5/06/13	6/03/13	28	2.05	2.16	0.11	5.31
		6/10/13	6/24/13	14	2.19	2.11	-0.08	-3.83
		8/12/13	10/07/13	56	2.78	3.20	0.42	14.94
		10/21/13	10/28/13	7	3.63	3.42	-0.21	-5.70
		11/04/13	12/23/13	49	3.49	4.43	0.95	27.12
		1/06/14	1/27/14	21	4.61	4.63	0.02	0.50
		2/10/14	5/19/14	98	4.87	4.72	-0.14	-2.94
		5/15/17	6/12/17	28	2.61	2.32	-0.29	-11.11
		10/02/17	10/09/17	7	3.18	3.18	0.00	0.00
		10/16/17	11/13/17	28	3.27	3.27	0.00	0.09
		1/08/18	2/05/18	28	3.91	3.73	-0.18	-4.48	-6.11
Banco Comercial		5/30/22	6/13/22	14	0.19	0.17	-0.03	-13.92
		3/27/23	3/31/23	4	0.19	0.20	0.01	7.71	-7.28

Annotations

4/20/18	PSI 20	F.Ramada replaces Novabase
10/24/16	Banco Comercial	reverse stock split 75:1 (one for seventyfive)
5/02/16	Navigator	name change, Portucel Soporcel before
4/19/16	PSI 20	Corticeira Amorim, Montepio and Sonae Capital were added
	PSI 20	Impresa and Teixeira Duarte drop out
12/23/15	PSI 20	Banif is excluded
9/21/15	PSI 20	complete analysis


	is taking down something concerning