Share-o-matic - Assessment GCX (GCX Global Challenges)

Assessment - GCX Global Challenges - 4/22/24 - RS = 23

		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	11/13/23	prc diff	⇓ Δ23	Curr	∅-RS
		GCX PR	2,928.690	Mon	0.93	2,928.690		2,732.690	196.000	7.17	EUR	1.28
		Interface	16.150	Tue	6.95	15.100	6.95	9.330	5.770	61.84	USD	48.29
	L	Rockwool	2,292.000	Tue	0.97	2,270.000	0.97	1,613.000	657.000	40.73	DKK	25.43
	L	ConvaTec	286.600	Tue	1.49	282.400	1.49	208.600	73.800	35.38	GBP	24.26
		Steelcase	12.420	Tue	1.97	12.180	1.97	11.310	0.870	7.69	USD	22.46
		Benesse	2,590.000	06:15		2,590.000		2,348.000	242.000	10.31	JPY	22.19
		MillerKnoll	26.160	Tue	2.39	25.550	2.39	23.950	1.600	6.68	USD	20.92
	L	Smurfit Kappa	40.380	Tue	-1.39	40.950	-1.39	32.230	8.720	27.06	EUR	18.01
	L	Konica Minolta	537.500	Tue	-1.74	547.000	-1.74	461.000	86.000	18.66	JPY	15.74
	L	Nordex	12.860	Tue	2.23	12.580	2.23	11.065	1.515	13.69	EUR	15.55
		FirstGroup	172.500	Tue	1.00	170.800	1.00	165.100	5.700	3.45	GBP	13.45
	L	Ricoh	1,347.500	Tue	-1.86	1,373.000	-1.86	1,216.500	156.500	12.86	JPY	13.38
		Pearson	1,014.500	Tue	0.50	1,009.500	0.50	967.600	41.900	4.33	GBP	11.66
	L	Cdn Nat Railway	176.790	Tue	-0.23	177.190	-0.23	155.340	21.850	14.07	CAD	10.41
		Hannover Rück	235.200	Tue	1.82	231.000	1.82	205.600	25.400	12.35	EUR	10.06
	L	Coloplast	916.600	Tue	1.75	900.800	1.75	707.600	193.200	27.30	DKK	9.41
		Kurita Water	6,103.000	06:15	3.51	5,895.000	3.53	4,916.000	979.000	19.91	JPY	7.14
		Drägerwerk	50.800	Tue		50.800		54.000	-3.200	-5.93	EUR	6.91
	L	Hannon Armstrong SIC	25.620	Tue	0.91	25.390	0.91	19.800	5.590	28.23	USD	6.87
	L	BillerudKorsnäs	97.050	Tue	-2.17	99.200	-2.17	98.700	0.500	0.51	SEK	6.24
		Union Pacific	236.290	Tue	0.78	234.470	0.78	209.400	25.070	11.97	USD	6.03
	L	Signify	28.240	Tue	0.14	28.200	0.14	26.040	2.160	8.29	EUR	5.75
		Xerox	14.760	Tue	-10.11	16.420	-10.11	13.230	3.190	24.11	USD	5.11
		CSX	34.720	Tue	0.29	34.620	0.29	30.450	4.170	13.69	USD	4.72
		bioMérieux	101.400	Tue	0.70	100.700	0.70	94.380	6.320	6.70	EUR	4.55
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	11/13/23	prc diff	⇓ Δ23	Curr	∅-RS
	L	First Solar	180.100	Tue	2.17	176.280	2.17	133.840	42.440	31.71	USD	4.47
		Swiss Re	101.850	Tue	2.57	99.300	2.57	99.200	0.100	0.10	CHF	3.82
		Henkel	72.080	Tue	-0.15	74.040	-2.65	71.160	2.880	4.05	EUR	3.37
		United Utilities	1,042.500	Tue	-0.38	1,046.500	-0.38	1,076.500	-30.000	-2.79	GBP	2.50
		Sonova	255.200	Tue	0.75	253.300	0.75	226.000	27.300	12.08	CHF	2.15
	L	Aurubis	72.300	Tue	-1.97	73.750	-1.97	77.300	-3.550	-4.59	EUR	1.90
		Siemens Healthineers	52.160	Tue	1.36	51.460	1.36	47.420	4.040	8.52	EUR	0.35
		Geberit	491.400	Tue	1.30	485.100	1.30	453.000	32.100	7.09	CHF	0.07
	S	Fabege	88.950	Tue	0.40	88.600	0.40	88.720	-0.120	-0.14	SEK	-0.09
	L	Befesa	31.320	Tue	-3.39	32.420	-3.39	29.200	3.220	11.03	EUR	-0.28
	S	Medtronic	81.290	Tue	0.89	80.570	0.89	72.080	8.490	11.78	USD	-2.51
		Severn Trent	2,475.000	Tue	-0.44	2,486.000	-0.44	2,638.000	-152.000	-5.76	GBP	-3.03
		Gecina	95.050	Tue	0.74	94.350	0.74	96.750	-2.400	-2.48	EUR	-3.33
	S	Dassault Systèmes	38.510	Tue	-0.08	38.540	-0.08	40.685	-2.145	-5.27	EUR	-3.37
		Scatec	70.150	Tue	4.23	67.300	4.23	62.550	4.750	7.59	NOK	-4.18
		Pennon Group	664.500	Tue		664.500		719.000	-54.500	-7.58	GBP	-5.18
	S	Intel	34.280	Tue	-0.38	34.410	-0.38	38.230	-3.820	-9.99	USD	-8.23
		California Water	46.230	Tue	1.72	45.450	1.72	48.730	-3.280	-6.73	USD	-9.19
	L	Ørsted	389.300	Tue	2.56	379.600	2.56	292.200	87.400	29.91	DKK	-10.24
	S	Smith and Nephew	984.800	Tue	1.03	974.800	1.03	1,015.500	-40.700	-4.01	GBP	-10.40
		Ormat Technologies	65.170	Tue	0.93	64.570	0.93	59.010	5.560	9.42	USD	-10.58
	S	STMicroelectronics	37.215	Tue	1.43	36.695	1.42	38.670	-1.975	-5.11	EUR	-12.29
	L	Lenzing	31.400	Tue	1.29	31.000	1.29	36.800	-5.800	-15.76	EUR	-18.41
	S	EDP Renováveis	12.870	Tue	1.10	12.730	1.10	15.480	-2.750	-17.76	EUR	-20.77
	S	Solaria Energía	9.865	Tue	1.81	9.695	1.75	14.720	-5.025	-34.14	EUR	-28.65
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	11/13/23	prc diff	⇓ Δ23	Curr	∅-RS
		SunPower	1.960	Tue	-8.41	2.140	-8.41	3.810	-1.670	-43.83	USD	-57.29
GCX - 50 out of 50 instruments rated - 4/22/24 / 11/13/23 - 34 did rise, Market-Ratio(23) = 68.00 %

Technical Chart

	GCX RS = 23 - B/S = 54/54

1/06/20	scale up chart	4/22/24

Transactions GCX Global Challenges * L23 - 54 ex 11 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
long	1/02/06	6/12/06	161		Nordex	100	1,945	EUR	5.140	11.370	6.230	121	22,117	505
6/12/06		10/09/06	119		- cash -
	10/09/06	7/30/07	294		Nordex	100	2,034	EUR	10.870	30.590	19.720	181	62,228	261
7/30/07		8/13/07	14		- cash -
	8/13/07	8/20/07	7		SunPower	100	867	USD	71.760	65.550	-6.210	-9	56,844	-99
8/20/07		9/03/07	14		- cash -
	9/03/07	9/10/07	7		Nordex	100	1,677	EUR	33.890	31.900	-1.990	-6	53,507	-96
9/10/07		8/11/08	336		- cash -
	8/11/08	9/01/08	21		First Solar	100	201	USD	264.920	236.010	-28.910	-11	47,696	-87
9/01/08		5/04/09	245		- cash -
	5/04/09	6/15/09	42		BillerudKorsnäs	100	1,917	SEK	24.879	21.805	-3.074	-12	41,802	-68
6/15/09		6/22/09	7		- cash -
	6/22/09	6/07/10	350		Smurfit Kappa	100	11,267	EUR	3.710	6.550	2.840	77	73,801	81
6/07/10		6/14/10	7		- cash -
	6/14/10	7/05/10	21		Drägerwerk	100	1,381	EUR	53.410	47.130	-6.280	-12	65,128	-89
7/05/10		7/12/10	7		- cash -
	7/12/10	8/02/10	21		Drägerwerk	100	1,403	EUR	46.400	53.890	7.490	16	75,636	1,248
8/02/10		10/18/10	77		- cash -
	10/18/10	11/29/10	42		Fabege	100	2,124	SEK	35.600	32.250	-3.350	-9	68,521	-58
11/29/10		12/06/10	7		- cash -
	12/06/10	6/06/11	182		Lenzing	100	1,081	EUR	63.384	100.150	36.766	58	108,265	150
6/06/11		7/04/11	28		- cash -
	7/04/11	7/18/11	14		Lenzing	100	1,191	EUR	90.900	85.000	-5.900	-6	101,238	-83
7/18/11		1/16/12	182		- cash -
	1/16/12	4/09/12	84		Intel	100	4,043	USD	25.040	27.760	2.720	11	112,235	57
4/09/12		4/16/12	7		- cash -
	4/16/12	6/04/12	49		Henkel	100	2,013	EUR	55.730	49.245	-6.485	-12	99,181	-60
6/04/12		6/18/12	14		- cash -
	6/18/12	6/25/12	7		Coloplast	100	474	DKK	209.000	207.000	-2.000	-1	98,233	-39
6/25/12		7/02/12	7		- cash -
	7/02/12	7/09/12	7		Coloplast	100	452	DKK	217.000	218.000	1.000	0	98,685	27
7/09/12		8/13/12	35		- cash -
	8/13/12	8/20/12	7		Coloplast	100	421	DKK	234.400	232.200	-2.200	-1	97,759	-39
8/20/12		9/10/12	21		- cash -
	9/10/12	9/02/13	357		Smurfit Kappa	100	13,615	EUR	7.180	15.740	8.560	119	214,303	123
9/02/13		9/09/13	7		- cash -
	9/09/13	4/14/14	217		SunPower	100	9,000	USD	23.810	26.530	2.720	11	238,783	20
	4/14/14	7/07/14	84		Solaria Energía	100	195,723	EUR	1.220	0.975	-0.245	-20	190,831	-62
	7/07/14	9/01/14	56		Nordex	100	12,017	EUR	15.880	13.810	-2.070	-13	165,956	-60
	9/01/14	10/13/14	42		Intel	100	4,800	USD	34.570	31.470	-3.100	-9	151,076	-56
10/13/14		10/27/14	14		- cash -
	10/27/14	1/12/15	77		Union Pacific	100	1,316	USD	114.790	113.970	-0.820	-1	149,997	-3
	1/12/15	1/26/15	14		Intel	100	4,098	USD	36.600	35.805	-0.795	-2	146,739	-44
	1/26/15	7/27/15	182		Smurfit Kappa	100	6,597	EUR	22.240	26.700	4.460	20	176,161	44
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
7/27/15		11/23/15	119		- cash -
	11/23/15	11/30/15	7		Nordex	100	5,807	EUR	30.335	31.800	1.465	5	184,669	1,070
11/30/15		12/07/15	7		- cash -
	12/07/15	12/14/15	7		Nordex	100	5,664	EUR	32.600	31.200	-1.400	-4	176,739	-90
12/14/15		2/01/16	49		- cash -
	2/01/16	2/08/16	7		First Solar	100	2,556	USD	69.130	64.180	-4.950	-7	164,087	-98
2/08/16		2/29/16	21		- cash -
	2/29/16	3/14/16	14		First Solar	100	2,283	USD	71.870	70.890	-0.980	-1	161,849	-30
3/14/16		7/04/16	112		- cash -
	7/04/16	11/14/16	133		California Water	100	4,566	USD	35.440	33.050	-2.390	-7	150,937	-17
11/14/16		11/21/16	7		- cash -
	11/21/16	1/16/17	56		STMicroelectronics	100	16,808	EUR	8.980	10.780	1.800	20	181,191	229
1/16/17		2/20/17	35		- cash -
	2/20/17	11/13/17	266		STMicroelectronics	100	13,337	EUR	13.585	20.375	6.790	50	271,749	74
11/13/17		11/20/17	7		- cash -
	11/20/17	11/27/17	7		First Solar	100	4,450	USD	61.060	61.650	0.590	1	274,375	65
11/27/17		12/11/17	14		- cash -
	12/11/17	3/05/18	84		First Solar	100	3,916	USD	70.050	66.050	-4.000	-6	258,711	-23
3/05/18		4/23/18	49		- cash -
	4/23/18	5/28/18	35		Solaria Energía	100	74,449	EUR	3.475	4.050	0.575	17	301,519	394
5/28/18		6/18/18	21		- cash -
	6/18/18	6/25/18	7		Solaria Energía	100	48,320	EUR	6.240	6.370	0.130	2	307,801	193
6/25/18		7/16/18	21		- cash -
	7/16/18	10/08/18	84		Solaria Energía	100	51,557	EUR	5.970	5.700	-0.270	-5	293,880	-18
10/08/18		3/25/19	168		- cash -
	3/25/19	7/29/19	126		Nordex	100	23,342	EUR	12.590	11.480	-1.110	-9	267,971	-23
	7/29/19	8/05/19	7		SunPower	100	24,904	USD	10.760	13.440	2.680	25	334,713	> 999,999
8/05/19		8/19/19	14		- cash -
	8/19/19	8/26/19	7		SunPower	100	25,299	USD	13.230	13.150	-0.080	-1	332,689	-27
8/26/19		9/02/19	7		- cash -
	9/02/19	11/04/19	63		SunPower	100	26,572	USD	12.520	8.300	-4.220	-34	220,556	-91
	11/04/19	3/09/20	126		Solaria Energía	100	31,042	EUR	7.105	8.150	1.045	15	252,994	49
3/09/20		8/17/20	161		- cash -
	8/17/20	3/08/21	203		Solaria Energía	100	17,352	EUR	14.580	17.450	2.870	20	302,795	38
	3/08/21	7/19/21	133		SunPower	100	10,408	USD	29.090	23.340	-5.750	-20	242,949	-45
	7/19/21	9/20/21	63		Sonova	100	706	CHF	343.900	374.900	31.000	9	264,835	65
9/20/21		10/25/21	35		- cash -
	10/25/21	12/13/21	49		Sonova	100	697	CHF	379.700	343.100	-36.600	-10	239,324	-53
12/13/21		12/27/21	14		- cash -
	12/27/21	1/03/22	7		Dassault Systèmes	100	4,507	EUR	53.100	50.820	-2.280	-4	229,049	-90
1/03/22		8/15/22	224		- cash -
	8/15/22	8/22/22	7		First Solar	100	1,937	USD	118.220	114.480	-3.740	-3	221,804	-81
8/22/22		12/12/22	112		- cash -
	12/12/22	12/19/22	7		First Solar	100	1,475	USD	150.280	156.770	6.490	4	231,377	807
12/19/22		2/13/23	56		- cash -
	2/13/23	2/20/23	7		First Solar	100	1,383	USD	167.260	164.280	-2.980	-2	227,256	-61
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
2/20/23		2/27/23	7		- cash -
	2/27/23	4/24/23	56		First Solar	100	1,368	USD	166.110	209.900	43.790	26	287,160	360
4/24/23		12/04/23	224		- cash -
	12/04/23	4/23/24	141		Steelcase	100	23,083	USD	12.440	12.420	-0.020	0	286,699	0
accum	1/02/06	4/23/24	4055	days out of 6687 invested (61%)							2,767		286,699	35

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Nordex	long	1/02/06	6/12/06	161	5.14	11.37	6.23	121.21
		10/09/06	7/30/07	294	10.87	30.59	19.72	181.42
		9/03/07	9/10/07	7	33.89	31.90	-1.99	-5.87
		7/07/14	9/01/14	56	15.88	13.81	-2.07	-13.04
		11/23/15	11/30/15	7	30.34	31.80	1.47	4.83
		12/07/15	12/14/15	7	32.60	31.20	-1.40	-4.29
		3/25/19	7/29/19	126	12.59	11.48	-1.11	-8.82	366.17
Smurfit Kappa		6/22/09	6/07/10	350	3.71	6.55	2.84	76.55
		9/10/12	9/02/13	357	7.18	15.74	8.56	119.22
		1/26/15	7/27/15	182	22.24	26.70	4.46	20.05	364.65
STMicroelectronics		11/21/16	1/16/17	56	8.98	10.78	1.80	20.04
		2/20/17	11/13/17	266	13.59	20.38	6.79	49.98	80.04
Lenzing		12/06/10	6/06/11	182	63.38	100.15	36.77	58.01
		7/04/11	7/18/11	14	90.90	85.00	-5.90	-6.49	47.75
Solaria Energía		4/14/14	7/07/14	84	1.22	0.98	-0.25	-20.08
		4/23/18	5/28/18	35	3.48	4.05	0.58	16.55
		6/18/18	6/25/18	7	6.24	6.37	0.13	2.08
		7/16/18	10/08/18	84	5.97	5.70	-0.27	-4.52
		11/04/19	3/09/20	126	7.11	8.15	1.05	14.71
		8/17/20	3/08/21	203	14.58	17.45	2.87	19.68	24.63
Drägerwerk		6/14/10	7/05/10	21	53.41	47.13	-6.28	-11.76
		7/12/10	8/02/10	21	46.40	53.89	7.49	16.14	2.49
Steelcase		12/04/23	4/23/24	141	12.44	12.42	-0.02	-0.16	-0.16
Union Pacific		10/27/14	1/12/15	77	114.79	113.97	-0.82	-0.71	-0.71
Intel		1/16/12	4/09/12	84	25.04	27.76	2.72	10.86
		9/01/14	10/13/14	42	34.57	31.47	-3.10	-8.97
		1/12/15	1/26/15	14	36.60	35.81	-0.80	-2.17	-1.27
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Coloplast		6/18/12	6/25/12	7	209.00	207.00	-2.00	-0.96
		7/02/12	7/09/12	7	217.00	218.00	1.00	0.46
		8/13/12	8/20/12	7	234.40	232.20	-2.20	-0.94	-1.43
Sonova		7/19/21	9/20/21	63	343.90	374.90	31.00	9.01
		10/25/21	12/13/21	49	379.70	343.10	-36.60	-9.64	-1.49
First Solar		8/11/08	9/01/08	21	264.92	236.01	-28.91	-10.91
		2/01/16	2/08/16	7	69.13	64.18	-4.95	-7.16
		2/29/16	3/14/16	14	71.87	70.89	-0.98	-1.36
		11/20/17	11/27/17	7	61.06	61.65	0.59	0.97
		12/11/17	3/05/18	84	70.05	66.05	-4.00	-5.71
		8/15/22	8/22/22	7	118.22	114.48	-3.74	-3.16
		12/12/22	12/19/22	7	150.28	156.77	6.49	4.32
		2/13/23	2/20/23	7	167.26	164.28	-2.98	-1.78
		2/27/23	4/24/23	56	166.11	209.90	43.79	26.36	-2.63
Dassault Systèmes		12/27/21	1/03/22	7	53.10	50.82	-2.28	-4.29	-4.29
California Water		7/04/16	11/14/16	133	35.44	33.05	-2.39	-6.74	-6.74
Fabege		10/18/10	11/29/10	42	35.60	32.25	-3.35	-9.41	-9.41
Henkel		4/16/12	6/04/12	49	55.73	49.25	-6.49	-11.64	-11.64
BillerudKorsnäs		5/04/09	6/15/09	42	24.88	21.80	-3.07	-12.36	-12.36
SunPower		8/13/07	8/20/07	7	71.76	65.55	-6.21	-8.65
		9/09/13	4/14/14	217	23.81	26.53	2.72	11.42
		7/29/19	8/05/19	7	10.76	13.44	2.68	24.91
		8/19/19	8/26/19	7	13.23	13.15	-0.08	-0.60
		9/02/19	11/04/19	63	12.52	8.30	-4.22	-33.71
		3/08/21	7/19/21	133	29.09	23.34	-5.75	-19.77	-32.79

Annotations

2/29/24	GCX	Component update: CWT, Convatec, Medtronic, Siemens Healthineers, Smurfit Kappa and Solaria Energia replace AMD, Atlas Copco, Autodesk, Berkeley, Kingfisher and SKF
7/07/21	Dassault Systèmes	stock split 1:5 (five for one)
6/29/21	CSX	stock split 1:3 (three for one)
9/20/17	bioMérieux	stock split 1:3 (three for one)
6/15/17	Xerox	reverse stock split 4:1 (one for four)
2/21/17	GCX	machine learning processed for all techniques
3/18/16	GCX	Sonova replaces Accenture
9/04/15	GCX	Swiss Re replaces BWT
8/18/15	GCX	complete analysis
7/01/15	Scatec Solar	monitoring started
3/10/15	GCX	Accenture and Autodesk replace Interface and J Sainsbury


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