Share-o-matic - Assessment Europe 50 (STOXX Europe 50)

Assessment - STOXX Europe 50 - 3/13/23 - RS = 30

		⇓instrument	freshest		⇓ Δday	3/13/23	⇓ Δwk	8/15/22	prc diff	⇓ Δ30	Curr	∅-RS
		Stoxx 50	3,777.940	Mon	1.00	3,773.000	0.13	3,680.000	93.000	2.53	EUR	3.66
	L	Hermes International	1,760.000	Mon	1.73	1,691.000	4.08	1,388.000	303.000	21.83	EUR	30.22
	L	Richemont	136.600	Mon	2.40	137.300	-0.51	114.700	22.600	19.70	CHF	22.10
	L	Siemens	138.820	Mon	1.06	140.960	-1.52	112.200	28.760	25.63	EUR	19.81
	L	Banco Santander	3.226	Mon	2.77	3.345	-3.56	2.639	0.706	26.76	EUR	19.50
		Safran	130.380	Mon	1.56	128.600	1.38	111.980	16.620	14.84	EUR	19.49
		BP	487.000	Mon	1.47	522.500	-6.79	425.500	97.000	22.80	GBP	19.11
		Novo Nordisk	988.900	Mon	1.16	984.000	0.50	776.500	207.500	26.72	DKK	19.10
	L	LVMH	804.500	Mon	2.18	781.700	2.92	699.500	82.200	11.75	EUR	19.09
	L	Mercedes-Benz	69.140	Mon	-0.17	71.680	-3.54	60.560	11.120	18.36	EUR	16.66
		Prosus	65.640	Mon	1.08	64.860	1.20	63.370	1.490	2.35	EUR	14.96
	L	Deutsche Telekom	21.880	Mon	1.86	21.370	2.39	18.758	2.612	13.92	EUR	14.10
	L	Vinci	104.760	Mon	1.26	105.580	-0.78	94.480	11.100	11.75	EUR	13.41
	L	Schneider Electric	147.280	Mon	0.82	148.680	-0.94	135.780	12.900	9.50	EUR	12.23
	L	SAP	112.940	Mon	1.22	107.220	5.33	93.290	13.930	14.93	EUR	12.01
		Airbus	118.600	Mon	1.59	118.160	0.37	108.800	9.360	8.60	EUR	11.42
		Axa	26.610	Mon	2.46	27.675	-3.85	24.460	3.215	13.14	EUR	10.95
		BNP Paribas	52.560	Mon	1.70	56.150	-6.39	50.080	6.070	12.12	EUR	10.45
		Allianz	202.400	Mon	1.17	210.850	-4.01	178.780	32.070	17.94	EUR	8.90
		HSBC	541.700	Mon	-0.07	568.100	-4.65	547.000	21.100	3.86	GBP	8.76
	L	L´Oreal	386.950	Mon	1.76	373.200	3.68	363.300	9.900	2.73	EUR	8.09
	L	RELX	2,554.000	Mon	0.95	2,505.000	1.96	2,393.000	112.000	4.68	GBP	8.03
		ASML	600.200	Mon	0.69	565.000	6.23	560.200	4.800	0.86	EUR	7.61
	L	Deutsche Post	41.190	Mon	1.63	40.360	2.06	40.335	0.025	0.06	EUR	6.90
	L	Kering	556.000	Mon	1.63	550.200	1.05	561.300	-11.100	-1.98	EUR	6.71
		⇓instrument	freshest		⇓ Δday	3/13/23	⇓ Δwk	8/15/22	prc diff	⇓ Δ30	Curr	∅-RS
	L	Air Liquide	150.480	Mon	2.21	146.500	2.72	137.360	9.140	6.65	EUR	5.72
		Anheuser-Busch InBev	56.410	Mon	0.21	55.690	1.29	53.220	2.470	4.64	EUR	5.43
		UBS	17.325	Mon	1.26	17.710	-2.17	16.030	1.680	10.48	CHF	5.34
		ABB	30.100	Mon	1.45	30.050	0.17	28.810	1.240	4.30	CHF	5.15
		TotalEnergies	53.860	Mon	1.35	55.140	-2.32	50.710	4.430	8.74	EUR	4.93
		Shell	25.690	Mon	1.26	27.645	-7.07	25.860	1.785	6.90	EUR	4.87
		Unilever Plc	4,082.500	Mon	0.86	4,056.000	0.65	3,932.500	123.500	3.14	GBP	4.52
		Rio Tinto	5,360.000	Mon	2.10	5,548.000	-3.39	4,735.500	812.500	17.16	GBP	3.51
		Iberdrola	11.065	Mon	1.33	10.680	3.60	10.845	-0.165	-1.52	EUR	2.13
		AstraZeneca	10,790.000	Mon	-0.22	10,686.000	0.97	10,962.000	-276.000	-2.52	GBP	0.52
	L	Bayer	56.030	Mon	0.39	56.060	-0.05	53.560	2.500	4.67	EUR	0.09
	L	National Grid	1,054.000	Mon	1.44	1,064.000	-0.94	1,151.500	-87.500	-7.60	GBP	-0.15
		Enel	5.388	Mon	1.85	5.227	3.08	5.035	0.192	3.81	EUR	-0.22
	S	EssilorLuxottica	162.350	Mon	1.63	157.600	3.01	165.150	-7.550	-4.57	EUR	-1.16
	S	Zurich Insurance	411.200	Mon	2.42	423.200	-2.84	432.500	-9.300	-2.15	CHF	-2.22
	L	Adidas	141.660	Mon	0.44	145.920	-2.92	172.940	-27.020	-15.62	EUR	-2.31
		Sanofi	89.460	Mon	-0.38	88.030	1.62	85.120	2.910	3.42	EUR	-2.89
		BASF	45.400	Mon	1.07	45.700	-0.66	44.060	1.640	3.72	EUR	-3.13
	L	Reckitt Benckiser	5,838.000	Mon	0.48	5,760.000	1.35	6,550.000	-790.000	-12.06	GBP	-4.74
	S	Nestlé	108.980	Mon	-0.33	106.760	2.08	115.640	-8.880	-7.68	CHF	-5.66
	S	Diageo	3,520.500	Mon	1.31	3,464.500	1.62	3,866.000	-401.500	-10.39	GBP	-6.65
	S	Novartis	76.740	Mon	0.66	74.720	2.70	80.450	-5.730	-7.12	CHF	-8.88
	S	BAT	2,966.000	Mon	0.59	3,013.500	-1.58	3,361.000	-347.500	-10.34	GBP	-9.43
		GSK	1,414.000	Mon	0.94	1,376.600	2.72	1,406.000	-29.400	-2.09	GBP	-9.76
		Adyen	1,402.600	Mon	1.27	1,307.000	7.31	1,862.000	-555.000	-29.81	EUR	-10.74
		⇓instrument	freshest		⇓ Δday	3/13/23	⇓ Δwk	8/15/22	prc diff	⇓ Δ30	Curr	∅-RS
	S	Roche	261.450	Mon	-0.11	264.250	-1.06	317.900	-53.650	-16.88	CHF	-17.06
Europe 50 - 50 out of 50 instruments rated - 3/13/23 / 8/15/22 - 35 did rise, Market-Ratio(30) = 70.00 %

Technical Chart

	Europe 50 RS = 30 - B/S = 66/54

1/07/19	scale up chart	3/13/23

Transactions STOXX Europe 50 * L30 - 66/65 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		7/24/06	203		- cash -
long	7/24/06	9/11/06	49		ABB	100	673	CHF	14.850	16.350	1.500	10	11,010	105
9/11/06		10/09/06	28		- cash -
	10/09/06	7/30/07	294		ABB	100	636	CHF	17.300	28.600	11.300	65	18,196	87
7/30/07		10/01/07	63		- cash -
	10/01/07	11/12/07	42		Rio Tinto	100	508	GBP	35.762	46.741	10.979	31	23,774	924
11/12/07		5/25/09	560		- cash -
	5/25/09	6/01/09	7		Barclays	100	8,897	GBP	2.672	2.921	0.249	9	25,993	10,393
6/01/09		7/27/09	56		- cash -
	7/27/09	5/10/10	287		Barclays	100	9,256	GBP	2.808	3.045	0.236	8	28,181	11
5/10/10		9/06/10	119		- cash -
	9/06/10	10/04/10	28		Novo Nordisk	100	278	DKK	101.300	105.800	4.500	4	29,432	76
10/04/10		12/13/10	70		- cash -
	12/13/10	6/06/11	175		Mercedes-Benz	100	537	EUR	54.760	47.200	-7.560	-14	25,373	-27
6/06/11		7/04/11	28		- cash -
	7/04/11	7/11/11	7		BASF	100	374	EUR	67.700	66.950	-0.750	-1	25,092	-44
7/11/11		3/05/12	238		- cash -
	3/05/12	5/21/12	77		Novo Nordisk	100	157	DKK	158.900	168.300	9.400	6	26,568	31
5/21/12		6/18/12	28		- cash -
	6/18/12	10/15/12	119		Anheuser-Busch InBev	100	473	EUR	56.110	67.100	10.990	20	31,766	73
10/15/12		11/05/12	21		- cash -
	11/05/12	12/16/13	406		Lloyds Bank	100	74,133	GBP	0.429	0.766	0.338	79	56,808	69
12/16/13		12/30/13	14		- cash -
	12/30/13	8/04/14	217		ING Groep	100	5,663	EUR	10.030	9.625	-0.405	-4	54,515	-7
8/04/14		8/25/14	21		- cash -
	8/25/14	10/13/14	49		AstraZeneca	100	1,220	GBP	44.675	43.555	-1.120	-3	53,149	-17
10/13/14		2/09/15	119		- cash -
	2/09/15	8/24/15	196		Deutsche Telekom	100	3,416	EUR	15.555	14.040	-1.515	-10	47,973	-17
8/24/15		9/05/16	378		- cash -
	9/05/16	11/21/16	77		HSBC	100	8,248	GBP	5.816	6.336	0.520	9	52,264	50
11/21/16		12/19/16	28		- cash -
	12/19/16	12/04/17	350		Rio Tinto	100	1,714	GBP	30.482	35.400	4.918	16	60,693	17
12/04/17		4/15/19	497		- cash -
	4/15/19	6/03/19	49		LVMH	100	176	EUR	342.950	340.500	-2.450	-1	60,262	-5
6/03/19		7/08/19	35		- cash -
	7/08/19	8/12/19	35		LVMH	100	157	EUR	383.000	343.250	-39.750	-10	54,021	-68
8/12/19		9/30/19	49		- cash -
	9/30/19	3/02/20	154		ASML	100	237	EUR	227.250	250.250	23.000	10	59,472	26
3/02/20		10/12/20	224		- cash -
	10/12/20	12/13/21	427		Mercedes-Benz	100	1,213	EUR	49.010	74.000	24.990	51	89,785	42
12/13/21		12/05/22	357		- cash -
	12/05/22	12/19/22	14		BP	100	18,569	GBP	4.835	4.666	-0.169	-3	86,647	-60
12/19/22		1/09/23	21		- cash -
	1/09/23	3/20/23	70		Prosus	100	1,166	EUR	74.250	65.640	-8.610	-12	76,608	-47
accum	7/24/06	3/20/23	3130	days out of 6287 invested (50%)							666		76,608	27

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
ABB	long	7/24/06	9/11/06	49	14.85	16.35	1.50	10.10
		10/09/06	7/30/07	294	17.30	28.60	11.30	65.32	82.02
Lloyds Bank		11/05/12	12/16/13	406	0.43	0.77	0.34	78.83	78.83
Rio Tinto		10/01/07	11/12/07	42	35.76	46.74	10.98	30.70
		12/19/16	12/04/17	350	30.48	35.40	4.92	16.13	51.79
Mercedes-Benz		12/13/10	6/06/11	175	54.76	47.20	-7.56	-13.81
		10/12/20	12/13/21	427	49.01	74.00	24.99	50.99	30.14
Anheuser-Busch InBev		6/18/12	10/15/12	119	56.11	67.10	10.99	19.59	19.59
Barclays		5/25/09	6/01/09	7	2.67	2.92	0.25	9.33
		7/27/09	5/10/10	287	2.81	3.04	0.24	8.42	18.54
Novo Nordisk		9/06/10	10/04/10	28	101.30	105.80	4.50	4.44
		3/05/12	5/21/12	77	158.90	168.30	9.40	5.92	10.62
ASML		9/30/19	3/02/20	154	227.25	250.25	23.00	10.12	10.12
HSBC		9/05/16	11/21/16	77	5.82	6.34	0.52	8.94	8.94
BASF		7/04/11	7/11/11	7	67.70	66.95	-0.75	-1.11	-1.11
AstraZeneca		8/25/14	10/13/14	49	44.68	43.56	-1.12	-2.51	-2.51
BP		12/05/22	12/19/22	14	4.84	4.67	-0.17	-3.50	-3.50
ING Groep		12/30/13	8/04/14	217	10.03	9.63	-0.40	-4.04	-4.04
Deutsche Telekom		2/09/15	8/24/15	196	15.56	14.04	-1.52	-9.74	-9.74
LVMH		4/15/19	6/03/19	49	342.95	340.50	-2.45	-0.71
		7/08/19	8/12/19	35	383.00	343.25	-39.75	-10.38	-11.02
Prosus		1/09/23	3/20/23	70	74.25	65.64	-8.61	-11.60	-11.60

Annotations

7/18/22	GlaxoSmithKline	demergers OTC business -> Haleon
9/24/18	Europe 50	Safran replaces Imperial Brands
5/31/17	Europe 50	Glencore replaces Syngenta (acquired by ChemChina)
10/04/16	AB InBev	acquisition of SAB Miller completed
9/19/16	Europe 50	Syngenta replaces Richemont
8/08/16	Europe 50	ASML and Vinci replace Credit Suisse and Deutsche Bank
9/21/15	Europe 50	Imperial Tobacco and Intesa Sanpaolo replace BHP Biliton and Glencore
9/14/15	Europe 50	complete analysis ex BHP Biliton, Glencore - in Imperial Tobacco, Intesa Sanpaolo
9/05/15	Europe 50	complete analysis
7/09/15	Europe 50	market adjustment to index: Novo Nordisk replaces Standard Chartered
9/22/14	Europe 50	BT Group and Prudential replace Ericsson and Tesco.


	is taking down something concerning