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

Assessment - STOXX Europe 50 in Dollar - 7/01/24 - RS = 22

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/29/24	prc diff	⇓ Δ22	∅-RS
		Stoxx 50	4,659.697	8/12/24	-0.16	4,835.285	-3.63	4,557.335	277.950	6.10	8.31
		ASML	841.578	8/12/24	0.08	1,023.601	-17.78	870.528	153.073	17.58	35.08
		Novo Nordisk	128.428	8/12/24	-2.80	144.494	-11.12	108.209	36.286	33.53	38.30
	L	ABB	50.364	8/12/24	0.55	55.753	-9.67	42.783	12.970	30.32	33.17
		Schneider Electric	226.591	8/12/24	0.38	241.715	-6.26	197.426	44.289	22.43	24.95
		SAP	203.047	8/12/24	-0.33	199.164	1.95	175.231	23.934	13.66	27.10
		Safran	206.158	8/12/24	-0.18	216.777	-4.90	188.751	28.025	14.85	19.35
		RELX	4,463.825	8/12/24	0.57	4,521.977	-1.29	4,144.116	377.861	9.12	18.95
	L	Münchener Rück	471.095	8/12/24	1.01	500.806	-5.93	427.800	73.006	17.07	18.69
		ING Groep	16.338	8/12/24	0.21	17.546	-6.88	14.140	3.406	24.09	20.63
		UBS	27.500	8/12/24	0.44	29.857	-7.89	29.722	0.135	0.45	12.37
	L	Prosus	35.236	8/12/24	1.77	35.520	-0.80	30.325	5.195	17.13	11.75
	L	AstraZeneca	16,156.239	8/12/24	0.63	15,554.489	3.87	13,409.374	2,145.115	16.00	14.78
		Banco Santander	4.386	8/12/24	-0.24	4.770	-8.06	3.864	0.907	23.47	14.67
	L	Richemont	141.872	8/12/24	1.22	155.540	-8.79	149.074	6.465	4.34	9.59
		EssilorLuxottica	222.354	8/12/24	-0.58	216.455	2.73	197.080	19.374	9.83	8.61
	L	Unilever Plc	5,959.352	8/12/24	-0.34	5,492.869	8.49	4,854.681	638.188	13.15	9.62
	L	HSBC	814.006	8/12/24	0.22	873.423	-6.80	782.890	90.533	11.56	10.46
	L	Zurich Insurance	514.260	8/12/24	0.85	534.290	-3.75	514.089	20.202	3.93	7.66
		Siemens	168.616	8/12/24	0.01	189.982	-11.25	181.007	8.976	4.96	12.73
		Allianz	274.483	8/12/24		281.563	-2.51	266.686	14.877	5.58	8.93
		Shell	35.423	8/12/24	0.93	36.340	-2.52	31.482	4.858	15.43	11.03
	L	Iberdrola	12.984	8/12/24	0.29	13.215	-1.75	11.920	1.295	10.86	8.94
	L	Deutsche Telekom	26.526	8/12/24	0.49	25.400	4.43	24.889	0.510	2.05	10.52
		Hermes International	2,151.676	8/12/24	-0.50	2,254.647	-4.57	2,127.212	127.435	5.99	4.13
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/29/24	prc diff	⇓ Δ22	∅-RS
		GSK	1,987.293	8/12/24	0.42	1,929.141	3.01	1,945.933	-16.792	-0.86	0.79
		L´Oreal	404.002	8/12/24	-1.59	442.188	-8.64	480.965	-38.777	-8.06	-3.68
	L	Novartis	107.057	8/12/24	0.16	107.035	0.02	107.576	-0.541	-0.50	6.99
		Airbus	143.474	8/12/24	-0.45	141.200	1.61	161.255	-20.056	-12.44	-7.67
		TotalEnergies	66.202	8/12/24	0.60	68.229	-2.97	65.127	3.102	4.76	3.51
		Enel	6.906	8/12/24	0.44	7.087	-2.56	6.731	0.356	5.28	5.73
		Glencore	518.630	8/12/24	1.27	583.673	-11.14	539.205	44.468	8.25	4.61
		Anheuser-Busch InBev	59.209	8/12/24	-0.47	58.393	1.40	62.131	-3.738	-6.02	-2.08
	L	Roche	307.427	8/12/24	0.25	276.773	11.08	285.701	-8.928	-3.13	0.89
		Axa	34.699	8/12/24	-0.77	33.530	3.49	33.564	-0.034	-0.10	3.69
		Rio Tinto	6,247.585	8/12/24	0.56	6,616.726	-5.58	7,077.734	-461.008	-6.51	0.48
	L	BAT	3,540.972	8/12/24		3,098.509	14.28	2,988.179	110.330	3.69	0.44
		BNP Paribas	63.553	8/12/24		66.148	-3.92	67.107	-0.958	-1.43	1.40
	S	BASF	44.278	8/12/24	-0.22	47.614	-7.01	48.740	-1.126	-2.31	-4.44
	L	Nestlé	98.093	8/12/24	-0.40	101.679	-3.53	115.079	-13.400	-11.64	-9.08
	S	Mercedes-Benz	61.654	8/12/24	-0.57	69.506	-11.30	66.934	2.572	3.84	-3.40
		Sanofi	102.618	8/12/24	-0.60	98.520	4.16	100.238	-1.718	-1.71	-1.06
		BP	555.734	8/12/24	1.35	604.911	-8.13	591.038	13.873	2.35	-1.21
	S	LVMH	681.221	8/12/24	-0.14	763.705	-10.80	839.700	-75.995	-9.05	-7.43
	S	Air Liquide	174.086	8/12/24	-0.79	174.429	-0.20	186.350	-11.921	-6.40	-6.02
		Deutsche Post	38.657	8/12/24	-0.36	41.317	-6.44	48.480	-7.163	-14.78	-7.67
	S	Vinci	110.104	8/12/24	-0.77	108.227	1.73	126.447	-18.220	-14.41	-8.88
	S	Diageo	3,099.141	8/12/24	1.03	3,135.170	-1.15	3,605.482	-470.312	-13.04	-15.80
	S	National Grid	1,236.875	8/12/24	-0.04	1,119.306	10.50	1,326.599	-207.293	-15.63	-12.05
		Reckitt Benckiser	5,284.279	8/12/24		5,422.074	-2.54	7,194.469	-1,772.395	-24.64	-18.08
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/29/24	prc diff	⇓ Δ22	∅-RS
	L	Bayer	27.845	8/12/24	-0.04	28.070	-0.80	33.256	-5.185	-15.59	-25.05
Europe 50 - 50 out of 50 instruments rated - 7/01/24 / 1/29/24 - 30 did rise, Market-Ratio(22) in USD = 60.00 %

Technical Chart

	Europe 50 RS = 22 - B/S = 21/21

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

Transactions STOXX Europe 50 in Dollar * S22 - 21 ex 7 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		1/28/08	756		- cash -
short	1/28/08	2/18/08	21		Safran	100	650	15.371	19.233	11.509	-3.862	-25	7,489	-99
2/18/08		2/25/08	7		- cash -
	2/25/08	4/21/08	56		UBS	100	222	33.686	35.295	32.077	-1.609	-5	7,132	-27
4/21/08		5/05/08	14		- cash -
	5/05/08	5/19/08	14		UBS	100	204	34.883	30.789	39.521	4.638	13	8,078	2,491
5/19/08		5/26/08	7		- cash -
	5/26/08	6/23/08	28		UBS	100	293	27.502	21.301	35.508	8.006	29	10,424	2,696
6/23/08		7/14/08	21		- cash -
	7/14/08	8/04/08	21		UBS	100	542	19.219	18.634	19.822	0.603	3	10,751	71
8/04/08		9/08/08	35		- cash -
	9/08/08	9/15/08	7		UBS	100	495	21.687	17.792	26.435	4.748	22	13,101	> 999,999
9/15/08		9/22/08	7		- cash -
	9/22/08	10/27/08	35		UBS	100	696	18.815	12.339	28.691	9.875	52	19,974	8,043
	10/27/08	1/05/09	70		ING Groep	100	3,158	6.324	8.100	4.547	-1.777	-28	14,363	-82
1/05/09		1/12/09	7		- cash -
	1/12/09	2/23/09	42		Rio Tinto	100	713	20.127	21.728	18.526	-1.601	-8	13,222	-51
	2/23/09	3/30/09	35		ING Groep	100	3,756	3.520	4.081	2.959	-0.561	-16	11,114	-84
3/30/09		4/06/09	7		- cash -
	4/06/09	4/13/09	7		ING Groep	100	2,025	5.487	6.788	4.187	-1.300	-24	8,481	-100
4/13/09		8/30/10	504		- cash -
	8/30/10	9/06/10	7		BP	100	1,435	5.910	6.281	5.540	-0.370	-6	7,950	-97
9/06/10		8/08/11	336		- cash -
	8/08/11	8/15/11	7		UBS	100	579	13.730	15.215	12.244	-1.486	-11	7,089	-100
8/15/11		8/22/11	7		- cash -
	8/22/11	8/29/11	7		BNP Paribas	100	150	47.100	49.869	44.332	-2.769	-6	6,674	-96
8/29/11		9/05/11	7		- cash -
	9/05/11	9/19/11	14		BNP Paribas	100	150	44.452	36.753	53.764	9.312	21	8,071	14,140
9/19/11		9/26/11	7		- cash -
	9/26/11	10/24/11	28		BNP Paribas	100	227	35.555	44.445	26.664	-8.890	-25	6,053	-98
10/24/11		10/31/11	7		- cash -
	10/31/11	11/14/11	14		BNP Paribas	100	130	46.473	43.765	49.349	2.876	6	6,427	378
11/14/11		8/24/15	1379		- cash -
	8/24/15	10/12/15	49		Glencore	100	2,954	2.176	1.859	2.546	0.371	17	7,522	223
10/12/15		12/14/15	63		- cash -
	12/14/15	12/28/15	14		Glencore	100	6,211	1.211	1.375	1.047	-0.164	-14	6,505	-98
12/28/15		1/04/16	7		- cash -
	1/04/16	1/25/16	21		Glencore	100	5,183	1.255	1.152	1.368	0.113	9	7,089	345
1/25/16		4/11/16	77		- cash -
	4/11/16	4/18/16	7		Banco Santander	100	1,666	4.255	4.671	3.838	-0.417	-10	6,394	-100
4/18/16		5/02/16	14		- cash -
	5/02/16	5/09/16	7		Mercedes-Benz	100	90	70.437	67.979	72.984	2.547	4	6,624	537
5/09/16		3/26/18	686		- cash -
	3/26/18	4/16/18	21		BAT	100	119	55.478	57.950	53.007	-2.471	-4	6,330	-55
4/16/18		10/15/18	182		- cash -
	10/15/18	10/29/18	14		ING Groep	100	505	12.524	11.789	13.304	0.780	6	6,723	383
10/29/18		12/10/18	42		- cash -
	12/10/18	12/17/18	7		Bayer	100	97	69.083	72.661	65.504	-3.578	-5	6,376	-94
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
12/17/18		12/24/18	7		- cash -
	12/24/18	1/21/19	28		BAT	100	198	32.051	33.091	31.011	-1.040	-3	6,170	-35
1/21/19		1/28/19	7		- cash -
	1/28/19	2/04/19	7		BAT	100	197	31.288	34.946	27.629	-3.658	-12	5,450	-100
2/04/19		3/09/20	399		- cash -
	3/09/20	3/23/20	14		Anheuser-Busch InBev	100	111	48.968	41.959	57.148	8.180	17	6,358	5,512
	3/23/20	3/30/20	7		Safran	100	103	61.320	93.584	29.056	-32.264	-53	3,035	-100
	3/30/20	4/20/20	21		Glencore	100	2,057	1.475	1.784	1.167	-0.309	-21	2,400	-98
4/20/20		4/27/20	7		- cash -
	4/27/20	5/11/20	14		Airbus	100	43	55.295	58.919	51.670	-3.624	-7	2,244	-83
5/11/20		5/18/20	7		- cash -
	5/18/20	6/08/20	21		Airbus	100	37	60.355	92.502	28.209	-32.146	-53	1,054	-100
6/08/20		6/20/22	742		- cash -
	6/20/22	6/27/22	7		Deutsche Post	100	28	36.710	38.706	34.715	-1.995	-5	998	-95
6/27/22		9/26/22	91		- cash -
	9/26/22	10/10/22	14		Deutsche Post	100	34	28.860	31.333	26.387	-2.473	-9	914	-90
10/10/22		7/12/25	1006		- cash -
accum	1/28/08	10/10/22	686	days out of 7131 invested (10%)							-91		914	-72

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
UBS	short	2/25/08	4/21/08	56	33.69	35.30	32.08	-1.61	-4.78
		5/05/08	5/19/08	14	34.88	30.79	39.52	4.64	13.30
		5/26/08	6/23/08	28	27.50	21.30	35.51	8.01	29.11
		7/14/08	8/04/08	21	19.22	18.63	19.82	0.60	3.14
		9/08/08	9/15/08	7	21.69	17.79	26.43	4.75	21.89
		9/22/08	10/27/08	35	18.82	12.34	28.69	9.88	52.48
		8/08/11	8/15/11	7	13.73	15.22	12.24	-1.49	-10.82	138.12
Anheuser-Busch InBev		3/09/20	3/23/20	14	48.97	41.96	57.15	8.18	16.71	16.71
Mercedes-Benz		5/02/16	5/09/16	7	70.44	67.98	72.98	2.55	3.62	3.62
Bayer		12/10/18	12/17/18	7	69.08	72.66	65.50	-3.58	-5.18	-5.18
BP		8/30/10	9/06/10	7	5.91	6.28	5.54	-0.37	-6.27	-6.27
Rio Tinto		1/12/09	2/23/09	42	20.13	21.73	18.53	-1.60	-7.96	-7.96
BNP Paribas		8/22/11	8/29/11	7	47.10	49.87	44.33	-2.77	-5.88
		9/05/11	9/19/11	14	44.45	36.75	53.76	9.31	20.95
		9/26/11	10/24/11	28	35.55	44.44	26.66	-8.89	-25.00
		10/31/11	11/14/11	14	46.47	43.76	49.35	2.88	6.19	-9.34
Banco Santander		4/11/16	4/18/16	7	4.25	4.67	3.84	-0.42	-9.79	-9.79
Glencore		8/24/15	10/12/15	49	2.18	1.86	2.55	0.37	17.04
		12/14/15	12/28/15	14	1.21	1.37	1.05	-0.16	-13.52
		1/04/16	1/25/16	21	1.26	1.15	1.37	0.11	8.97
		3/30/20	4/20/20	21	1.48	1.78	1.17	-0.31	-20.92	-12.78
Deutsche Post		6/20/22	6/27/22	7	36.71	38.71	34.72	-2.00	-5.44
		9/26/22	10/10/22	14	28.86	31.33	26.39	-2.47	-8.57	-13.54
BAT		3/26/18	4/16/18	21	55.48	57.95	53.01	-2.47	-4.45
		12/24/18	1/21/19	28	32.05	33.09	31.01	-1.04	-3.24
		1/28/19	2/04/19	7	31.29	34.95	27.63	-3.66	-11.69	-18.36
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
ING Groep		10/27/08	1/05/09	70	6.32	8.10	4.55	-1.78	-28.10
		2/23/09	3/30/09	35	3.52	4.08	2.96	-0.56	-15.94
		4/06/09	4/13/09	7	5.49	6.79	4.19	-1.30	-23.69
		10/15/18	10/29/18	14	12.52	11.79	13.30	0.78	6.23	-51.01
Airbus		4/27/20	5/11/20	14	55.29	58.92	51.67	-3.62	-6.55
		5/18/20	6/08/20	21	60.36	92.50	28.21	-32.15	-53.26	-56.33
Safran		1/28/08	2/18/08	21	15.37	19.23	11.51	-3.86	-25.13
		3/23/20	3/30/20	7	61.32	93.58	29.06	-32.26	-52.62	-64.52

Annotations

2/19/24	Stoxx 50	Component update: Glencore, ING and Munich Re replace Adidas, Adyen and Kering
9/14/23	Prosus	stock split 1:2.1796 (two-point-onesevenninesix for one)
9/13/23	Novo Nordisk	stock split 1:2 (two for one)
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.


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