Share-o-matic - Portfolio

Wed, Nov 19th, 2025, 19:25UTC

Assessment - Insurances in Dollar - 7/01/24 - RS = 13

		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	⇓ Δ13	⇓∅-RS
		SOM Insurances	341.251	8/12/24	0.30	348.747	-2.15	344.885	3.862	1.12	7.97
		Admiral Group	3,410.762	8/12/24	0.86	3,254.003	4.82	3,560.699	-306.696	-8.61	2.97
		Aegon	5.966	8/12/24	0.22	6.281	-5.02	6.071	0.211	3.47	12.43
		Ageas	45.458	8/12/24	0.33	46.230	-1.67	46.116	0.114	0.25	7.57
	L	AIA	6.646	8/12/24	-1.33	6.787	-2.08	6.718	0.069	1.03	-17.62
		Allianz	274.483	8/12/24		281.563	-2.51	298.485	-16.922	-5.67	8.93
		AIG	71.610	8/12/24	-0.62	74.490	-3.87	77.640	-3.150	-4.06	11.59
		ASR	47.034	8/12/24	0.46	48.075	-2.16	48.770	-0.695	-1.42	6.48
		Aviva	612.117	8/12/24	0.35	601.750	1.72	623.279	-21.529	-3.45	12.17
		Axa	34.699	8/12/24	-0.77	33.530	3.49	37.407	-3.877	-10.36	3.69
		Beazley	925.381	8/12/24	1.24	867.861	6.63	835.264	32.596	3.90	19.03
		Berkshire Hathaway	430.390	8/12/24	-0.30	405.190	6.22	420.200	-15.010	-3.57	9.59
	L	China Life	4.049	8/12/24	0.44	4.305	-5.93	4.072	0.232	5.71	-1.39
	L	China Life Ins HK	1.329	8/12/24	0.58	1.414	-5.98	1.200	0.213	17.77	3.42
	L	China Pacific Ins	3.761	8/12/24	0.22	3.919	-4.03	3.282	0.637	19.40	8.45
		Dai-ichi Life	23.537	8/09/24	3.15	27.597	-14.71	24.914	2.683	10.77	28.01
		FBD	13.837	8/12/24	0.39	14.051	-1.53	14.183	-0.132	-0.93	4.97
		Generali	24.080	8/12/24	1.35	25.668	-6.18	25.207	0.461	1.83	16.62
	L	Glanbia	19.425	8/12/24	0.50	19.554	-0.66	19.641	-0.087	-0.44	14.09
		Hannover Rück	243.914	8/12/24	5.23	258.394	-5.60	272.591	-14.196	-5.21	10.30
		HDFC Life	8.421	8/12/24	0.01	7.202	16.93	7.615	-0.413	-5.42	-3.47
		Hiscox	1,503.112	8/12/24	1.89	1,433.582	4.85	1,556.315	-122.734	-7.89	6.27
		Insurance Australia	4.762	8/12/24	0.56	4.728	0.70	4.153	0.576	13.87	20.58
	S	Legal & General	285.199	8/12/24	0.53	289.371	-1.44	319.296	-29.925	-9.37	-2.09
		Lowe´s	231.070	8/12/24	-2.02	213.560	8.20	249.280	-35.720	-14.33	3.11
		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	⇓ Δ13	⇓∅-RS
		Mandatum	4.526	8/12/24		4.534	-0.17	4.453	0.081	1.82	-na-
		Manulife Financial	24.975	8/12/24	-0.35	26.510	-5.79	24.584	1.926	7.84	26.02
		Mapfre	2.289	8/12/24		2.330	-1.75	2.516	-0.187	-7.42	6.42
		Medibank Private	2.580	8/12/24	0.52	2.454	5.15	2.440	0.014	0.59	4.08
		MetLife	69.850	8/12/24	-0.40	69.880	-0.04	73.690	-3.810	-5.17	5.97
	S	Molina Healthcare	337.670	8/12/24	-0.15	292.160	15.58	404.200	-112.040	-27.72	-10.63
		MS&AD Insurance	18.648	8/09/24	-0.50	22.980	-18.85	17.243	5.737	33.27	64.26
	L	Münchener Rück	471.095	8/12/24	1.01	500.806	-5.93	485.978	14.828	3.05	18.69
		NN	47.903	8/12/24	0.74	47.131	1.64	46.008	1.123	2.44	19.01
		Phoenix	680.130	8/12/24	0.47	673.177	1.03	693.564	-20.388	-2.94	5.86
	L	Ping An	4.309	8/12/24	0.45	4.533	-4.94	4.225	0.308	7.29	-8.84
	L	Ping An Ins	5.578	8/12/24	0.02	5.715	-2.40	5.708	0.007	0.12	-5.58
		Prudential	803.261	8/12/24	0.41	902.878	-11.03	932.534	-29.656	-3.18	-15.92
	L	QBE Insurance	10.767	8/12/24	0.87	11.346	-5.10	11.764	-0.418	-3.55	8.00
		Quálitas	8.955	8/12/24	-2.49	10.277	-12.86	11.751	-1.474	-12.55	10.45
		Sampo	43.430	8/12/24	0.40	43.098	0.77	42.457	0.641	1.51	0.55
		Samsung F&M Ins	256.350	8/12/24	1.00	269.005	-4.70	225.339	43.666	19.38	30.60
		Samsung Life	64.865	8/12/24	-0.33	63.274	2.51	67.602	-4.328	-6.40	11.56
		SBI Life	20.440	8/12/24	-1.17	18.005	13.53	17.874	0.131	0.73	7.49
	S	Scor	18.374	8/12/24	1.06	25.914	-29.10	34.458	-8.543	-24.79	-15.32
		Sompo	18.310	8/09/24	0.02	21.569	-15.11	19.901	1.668	8.38	29.41
	L	Storebrand	9.931	8/12/24	0.38	10.230	-2.93	9.127	1.103	12.09	16.89
	S	Sun Life Financial	47.985	8/12/24	-0.11	48.815	-1.70	53.948	-5.133	-9.51	-3.99
		Swiss Life	721.757	8/12/24	0.62	740.570	-2.54	698.963	41.606	5.95	11.82
		Swiss Re	115.092	8/12/24	0.10	124.387	-7.47	128.195	-3.807	-2.97	11.96
		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	⇓ Δ13	⇓∅-RS
		Talanx	71.329	8/12/24	1.92	80.500	-11.39	78.865	1.635	2.07	16.57
		Travelers Companies	209.730	8/12/24	-1.29	202.970	3.33	228.160	-25.190	-11.04	10.84
		Tryg	21.374	8/12/24	0.61	22.021	-2.94	20.485	1.535	7.49	7.86
		Uniqa	8.238	8/12/24	0.26	8.581	-4.00	8.606	-0.025	-0.30	2.88
	S	UnitedHealth	565.290	8/12/24	1.17	494.650	14.28	489.700	4.950	1.01	-3.00
		Vienna Insurance	31.964	8/12/24	1.36	32.822	-2.61	31.052	1.770	5.70	14.68
	L	Zurich Insurance	514.260	8/12/24	0.85	534.290	-3.75	537.656	-3.365	-0.63	7.66
	L	DFV	6.650	8/12/24	-0.80	7.776	-14.48	6.103	1.674	27.42	8.47
Insurances - 57 out of 57 instruments rated - 7/01/24 / 4/01/24 - 29 did rise, Market-Ratio(13) in USD = 50.88 %

Technical Chart

	Insurances RS = 13 - B/S = 49/16

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

Transactions Insurances in Dollar * A13 - 49/16 (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		8/07/06	217		- cash -
short	8/07/06	8/21/06	14		Glanbia	100	3,646	2.742	2.907	2.577	-0.165	-6	9,398	-80
long	8/21/06	1/07/08	504		China Life Ins HK	100	5,479	1.715	4.817		3.102	181	26,394	111
short	1/07/08	4/21/08	105		Storebrand	100	2,976	8.868	8.537	9.212	0.344	4	27,417	14
long	4/21/08	6/30/08	70		Glanbia	100	3,487	7.861	7.613		-0.248	-3	26,551	-15
short	6/30/08	1/26/09	210		AIG	100	50	529.200	25.200	11,113.200	10,584.000	2,000	555,751	19,767
long	1/26/09	6/14/10	504		Admiral Group	100	43,996	12.632	20.007		7.375	58	880,238	40
short	6/14/10	8/23/10	70		UnipolSai	100	61,406	14.335	13.454	15.273	0.939	7	937,883	39
long	8/23/10	6/20/11	301		Admiral Group	100	40,882	22.941	27.114		4.173	18	1,108,492	22
short	6/20/11	11/07/11	140		UnipolSai	100	119,860	9.248	5.004	17.093	7.845	85	2,048,796	396
long	11/07/11	8/24/15	1386		Glanbia	100	324,792	6.308	19.911		13.603	216	6,466,987	35
short	8/24/15	11/23/15	91		FBD	100	1,031,134	6.272	7.126	5.418	-0.854	-14	5,586,273	-44
long	11/23/15	1/25/16	63		NN	100	161,510	34.588	33.719		-0.869	-3	5,445,931	-14
short	1/25/16	4/18/16	84		Delta Lloyd	100	1,001,746	5.436	5.124	5.768	0.332	6	5,778,176	29
long	4/18/16	6/27/16	70		Medibank Private	100	2,437,201	2.371	2.171		-0.200	-8	5,290,107	-37
short	6/27/16	8/08/16	42		Delta Lloyd	100	1,515,899	3.490	3.651	3.329	-0.161	-5	5,046,278	-34
long	8/08/16	12/17/18	861		Admiral Group	100	174,306	28.951	24.723		-4.228	-15	4,309,292	-6
short	12/17/18	1/28/19	42		AMP	100	2,542,717	1.695	1.677	1.713	0.018	1	4,354,404	9
long	1/28/19	3/02/20	399		Molina Healthcare	100	31,987	136.130	127.320		-8.810	-6	4,072,599	-6
short	3/02/20	6/08/20	98		Hanwha Life	100	3006,062,565	0.001	0.001	0.001	-0.000	-4	3,907,881	-14
long	6/08/20	5/09/22	700		DFV	100	196,547	19.883	12.312		-7.570	-38	2,419,938	-22
short	5/09/22	6/06/22	28		Prudential	100	222,338	10.884	13.335	8.433	-2.451	-23	1,874,964	-96
long	6/06/22	7/18/22	42		Sompo	100	12,316,432	0.152	0.142		-0.010	-7	1,750,899	-45
short	7/18/22	9/12/22	56		Admiral Group	100	84,072	20.826	26.602	15.050	-5.776	-28	1,265,274	-88
long	9/12/22	8/12/24	700		Molina Healthcare	100	3,621	349.360	337.670		-11.690	-3	1,222,944	-2
accum	8/07/06	8/12/24	7044	days out of 7261 invested (97%)							12,129		1,222,944	28

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
AIG	short	6/30/08	1/26/09	210	529.20	25.20	11,113.20	10,584.00	2,000.00	2,000.00
Glanbia	short	8/07/06	8/21/06	14	2.74	2.91	2.58	-0.17	-6.02
	long	4/21/08	6/30/08	70	7.86	7.61		-0.25	-3.16
	long	11/07/11	8/24/15	1386	6.31	19.91		13.60	215.65	187.28
China Life Ins HK	long	8/21/06	1/07/08	504	1.72	4.82		3.10	180.84	180.84
UnipolSai	short	6/14/10	8/23/10	70	14.33	13.45	15.27	0.94	6.55
	short	6/20/11	11/07/11	140	9.25	5.00	17.09	7.85	84.83	96.93
Admiral Group	long	1/26/09	6/14/10	504	12.63	20.01		7.38	58.39
	long	8/23/10	6/20/11	301	22.94	27.11		4.17	18.19
	long	8/08/16	12/17/18	861	28.95	24.72		-4.23	-14.60
	short	7/18/22	9/12/22	56	20.83	26.60	15.05	-5.78	-27.74	15.52
Storebrand	short	1/07/08	4/21/08	105	8.87	8.54	9.21	0.34	3.88	3.88
Delta Lloyd	short	1/25/16	4/18/16	84	5.44	5.12	5.77	0.33	6.10
	short	6/27/16	8/08/16	42	3.49	3.65	3.33	-0.16	-4.61	1.21
AMP	short	12/17/18	1/28/19	42	1.69	1.68	1.71	0.02	1.05	1.05
NN	long	11/23/15	1/25/16	63	34.59	33.72		-0.87	-2.51	-2.51
Hanwha Life	short	3/02/20	6/08/20	98	0.00	0.00	0.00	-0.00	-4.04	-4.04
Sompo	long	6/06/22	7/18/22	42	0.15	0.14		-0.01	-6.62	-6.62
Medibank Private	long	4/18/16	6/27/16	70	2.37	2.17		-0.20	-8.45	-8.45
Molina Healthcare	long	1/28/19	3/02/20	399	136.13	127.32		-8.81	-6.47
	long	9/12/22	8/12/24	700	349.36	337.67		-11.69	-3.35	-9.60
FBD	short	8/24/15	11/23/15	91	6.27	7.13	5.42	-0.85	-13.62	-13.62
Prudential	short	5/09/22	6/06/22	28	10.88	13.34	8.43	-2.45	-22.52	-22.52
DFV	long	6/08/20	5/09/22	700	19.88	12.31		-7.57	-38.08	-38.08

Annotations

3/28/24	MS&AD Insurance	stock split 1:3 (three for one)
	Sompo	stock split 1:3 (three for one)
8/25/15	NN	recording started
7/27/15	Ping An HK	forward stock split 10:20 (twenty for ten)
	Ping An Ins	forward stock split 10:20 (twenty for ten)
5/18/15	Tryg	forward stock split 1:5 (five for one)
3/12/15	Insurances	first full analysis, the techniques are strongly influenced by the shorts of AIG and UnipolSai.


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