Share-o-matic - Portfolio

Fri, 29th Aug 2025, 23:44UTC

Assessment - IPC Mexico in Dollar - 1/07/24 - RS = 10

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	22/04/24	prc diff	⇓ Δ10	∅-RS
	S	IPC	2,883.289	12/08/24	-0.02	2,874.787	0.30	3,300.956	-426.169	-12.91	-8.90
	L	Aerop. Sureste	27.865	12/08/24	0.24	30.218	-7.79	31.502	-1.285	-4.08	9.81
		Quálitas	8.955	12/08/24	-2.49	10.277	-12.86	12.078	-1.801	-14.91	10.45
	L	Genomma Lab	1.020	12/08/24		0.926	10.22	0.896	0.030	3.32	10.43
		Chedraui	7.884	12/08/24	2.44	6.909	14.11	6.925	-0.016	-0.23	8.69
		Megacable	2.309	12/08/24	-0.72	2.488	-7.19	2.856	-0.369	-12.90	0.59
		Liverpool	7.249	12/08/24	0.22	7.233	0.23	8.300	-1.068	-12.86	11.32
	L	Aerop. Pacifico	15.872	12/08/24	0.72	15.531	2.19	16.002	-0.471	-2.94	-3.56
		México	5.773	12/08/24	1.09	5.482	5.31	5.877	-0.396	-6.73	8.22
		Gruma	20.224	12/08/24	-0.21	17.882	13.10	19.548	-1.666	-8.52	0.04
		Gentera	1.148	12/08/24	0.05	1.273	-9.82	1.540	-0.267	-17.32	-1.58
		Coca-Cola FEMSA	9.006	12/08/24	-0.41	8.305	8.44	9.509	-1.203	-12.66	-5.71
		Arca Continental	10.122	12/08/24	-0.93	9.646	4.93	10.100	-0.454	-4.49	-4.08
		Peñoles	13.137	12/08/24	-0.26	12.965	1.32	16.006	-3.040	-18.99	-4.71
		Pinfra	9.457	12/08/24	-1.38	9.141	3.45	10.351	-1.210	-11.69	-8.26
		Cementos Chihuahua	8.485	12/08/24	-2.81	9.371	-9.46	11.368	-1.996	-17.56	-8.52
	S	FEMSA	11.417	12/08/24	-0.45	10.800	5.71	11.839	-1.039	-8.78	-8.98
	L	America Movil	0.880	12/08/24	0.12	0.855	2.92	0.924	-0.069	-7.46	-7.84
		Inbursa	2.405	12/08/24	-2.28	2.398	0.27	2.931	-0.532	-18.17	-3.98
		Becle	1.691	12/08/24	3.67	1.743	-3.02	1.864	-0.120	-6.46	-17.74
		Aerop. Centro Norte	8.400	12/08/24	2.22	8.433	-0.40	9.524	-1.091	-11.45	-13.04
	S	Cemex	0.647	12/08/24	-0.75	0.629	2.76	0.820	-0.190	-23.19	-15.25
	S	Alsea	3.001	12/08/24	0.47	3.533	-15.06	4.333	-0.799	-18.45	-5.19
	S	Elektra	51.368	26/07/24		57.664	-10.92	67.180	-9.515	-14.16	-14.43
	S	Bolsa Mexicana	1.613	12/08/24	-0.17	1.698	-5.00	1.986	-0.288	-14.51	-13.38
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	22/04/24	prc diff	⇓ Δ10	∅-RS
		Carso	6.406	12/08/24	-1.65	7.153	-10.45	8.225	-1.072	-13.03	-12.38
	S	WalMex	3.405	12/08/24	0.50	3.399	0.18	3.742	-0.343	-9.17	-12.35
	S	Vesta	3.057	12/08/24	-0.23	3.010	1.57	3.621	-0.611	-16.88	-15.31
	S	Banco del Bajio	2.830	12/08/24	0.64	3.036	-6.79	3.594	-0.558	-15.52	-9.73
	S	Regional	6.904	12/08/24	-0.39	7.521	-8.20	9.044	-1.524	-16.85	-9.25
	S	Banorte	7.491	12/08/24	0.58	7.964	-5.94	10.570	-2.605	-24.65	-13.93
		Televisa	0.422	12/08/24	-1.15	0.541	-22.01	0.576	-0.035	-6.02	-16.41
	S	Kimberly-Clark	1.856	12/08/24	-1.01	1.700	9.18	2.146	-0.446	-20.80	-20.35
	S	Alfa	0.570	12/08/24	1.65	0.578	-1.41	0.699	-0.120	-17.22	-15.79
		Bimbo	3.718	12/08/24	-0.84	3.632	2.35	4.144	-0.511	-12.34	-20.95
	S	Orbia Advance	1.140	12/08/24	-3.23	1.386	-17.73	1.916	-0.531	-27.69	-30.17
IPC - 35 out of 35 instruments rated - 1/07/24 / 22/04/24 - 1 did rise, Market-Ratio(10) in USD = 2.86 %
Stock Exchange Currency: MXN $ Mexican peso

Technical Chart

	IPC RS = 10 - B/S = 81/66

4/01/21	scale up chart	1/07/24

Transactions IPC Mexico in Dollar * L10 - 81/66 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		9/01/06	7		- cash -
long	9/01/06	13/02/06	35		Orbia Advance	100	25,634	0.390	0.445	0.054	14	11,395	290
13/02/06		24/04/06	70		- cash -
	24/04/06	29/05/06	35		México	100	10,099	1.128	1.037	-0.091	-8	10,472	-59
29/05/06		21/08/06	84		- cash -
	21/08/06	5/03/07	196		Alsea	100	10,494	0.998	1.589	0.591	59	16,677	138
5/03/07		2/04/07	28		- cash -
	2/04/07	11/06/07	70		Pinfra	100	6,117	2.726	3.666	0.940	34	22,424	368
11/06/07		31/03/08	294		- cash -
	31/03/08	5/05/08	35		Orbia Advance	100	13,126	1.708	2.441	0.732	43	32,036	4,027
5/05/08		4/05/09	364		- cash -
	4/05/09	13/07/09	70		Elektra	100	737	43.448	39.223	-4.225	-10	28,922	-41
13/07/09		27/07/09	14		- cash -
	27/07/09	2/11/09	98		Gruma	100	22,868	1.265	1.817	0.552	44	41,550	286
2/11/09		11/01/10	70		- cash -
	11/01/10	25/01/10	14		Genomma Lab	100	33,054	1.257	1.133	-0.124	-10	37,447	-93
25/01/10		29/03/10	63		- cash -
	29/03/10	10/05/10	42		Genomma Lab	100	21,842	1.714	1.618	-0.097	-6	35,331	-40
10/05/10		2/08/10	84		- cash -
	2/08/10	9/08/10	7		Genomma Lab	100	20,306	1.740	1.848	0.108	6	37,534	2,242
9/08/10		25/10/10	77		- cash -
	25/10/10	31/01/11	98		Carso	100	13,452	2.790	2.864	0.074	3	38,526	10
31/01/11		5/12/11	308		- cash -
	5/12/11	19/12/11	14		Elektra	100	379	101.610	99.851	-1.758	-2	37,860	-37
19/12/11		20/02/12	63		- cash -
	20/02/12	12/03/12	21		Elektra	100	420	90.066	88.498	-1.568	-2	37,201	-26
12/03/12		23/07/12	133		- cash -
	23/07/12	18/02/13	210		Banorte	100	6,693	5.558	6.973	1.415	25	46,675	48
18/02/13		5/08/13	168		- cash -
	5/08/13	19/08/13	14		Pinfra	100	4,229	11.036	10.153	-0.883	-8	42,942	-89
19/08/13		2/09/13	14		- cash -
	2/09/13	9/09/13	7		Gruma	100	8,349	5.143	5.752	0.609	12	48,023	33,982
9/09/13		9/12/13	91		- cash -
	9/12/13	23/12/13	14		Gruma	100	6,477	7.414	7.634	0.220	3	49,448	114
23/12/13		30/12/13	7		- cash -
	30/12/13	6/01/14	7		Gruma	100	6,534	7.567	7.840	0.273	4	51,229	533
6/01/14		12/05/14	126		- cash -
	12/05/14	15/09/14	126		Gruma	100	4,970	10.307	10.627	0.320	3	52,820	9
15/09/14		23/02/15	161		- cash -
	23/02/15	2/03/15	7		Gruma	100	4,440	11.896	12.848	0.952	8	57,047	5,436
2/03/15		16/03/15	14		- cash -
	16/03/15	23/03/15	7		Volaris	100	51,775	1.102	1.183	0.081	7	61,256	3,993
23/03/15		13/04/15	21		- cash -
	13/04/15	11/05/15	28		Volaris	100	50,254	1.219	1.257	0.038	3	63,170	49
11/05/15		26/10/15	168		- cash -
	26/10/15	30/11/15	35		Volaris	100	35,729	1.768	1.763	-0.005	0	63,008	-3
30/11/15		21/03/16	112		- cash -
	21/03/16	16/05/16	56		Volaris	100	30,320	2.078	2.067	-0.011	-1	62,659	-4
16/05/16		27/03/17	315		- cash -
	27/03/17	17/04/17	21		Elektra	100	2,964	21.136	43.808	22.673	107	129,860	> 999,999
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
17/04/17		30/07/18	469		- cash -
	30/07/18	17/09/18	49		Alpek	100	77,104	1.684	1.545	-0.139	-8	119,126	-47
17/09/18		4/02/19	140		- cash -
	4/02/19	4/03/19	28		Elektra	100	2,208	53.937	51.509	-2.429	-5	113,764	-45
4/03/19		14/10/19	224		- cash -
	14/10/19	11/11/19	28		Volaris	100	105,660	1.077	1.093	0.017	2	115,513	22
11/11/19		1/06/20	203		- cash -
	1/06/20	13/07/20	42		Becle	100	65,713	1.758	1.809	0.051	3	118,878	28
13/07/20		23/11/20	133		- cash -
	23/11/20	1/02/21	70		Cemex	100	255,971	0.464	0.577	0.112	24	147,611	209
1/02/21		26/04/21	84		- cash -
	26/04/21	5/07/21	70		Cemex	100	192,562	0.767	0.845	0.078	10	162,627	66
5/07/21		14/11/22	497		- cash -
	14/11/22	20/03/23	126		Peñoles	100	10,702	15.195	13.794	-1.401	-9	147,632	-24
20/03/23		18/12/23	273		- cash -
	18/12/23	12/02/24	56		Carso	100	15,723	9.389	8.908	-0.482	-5	140,058	-29
12/02/24		1/04/24	49		- cash -
	1/04/24	15/04/24	14		Alsea	100	28,175	4.971	4.455	-0.516	-10	125,523	-94
15/04/24		29/08/25	501		- cash -
accum	9/01/06	15/04/24	1750	days out of 7179 invested (24%)						1,155		125,523	69

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Gruma	long	27/07/09	2/11/09	98	1.26	1.82	0.55	43.66
		2/09/13	9/09/13	7	5.14	5.75	0.61	11.83
		9/12/13	23/12/13	14	7.41	7.63	0.22	2.97
		30/12/13	6/01/14	7	7.57	7.84	0.27	3.60
		12/05/14	15/09/14	126	10.31	10.63	0.32	3.11
		23/02/15	2/03/15	7	11.90	12.85	0.95	8.00	90.85
Elektra		4/05/09	13/07/09	70	43.45	39.22	-4.22	-9.72
		5/12/11	19/12/11	14	101.61	99.85	-1.76	-1.73
		20/02/12	12/03/12	21	90.07	88.50	-1.57	-1.74
		27/03/17	17/04/17	21	21.14	43.81	22.67	107.27
		4/02/19	4/03/19	28	53.94	51.51	-2.43	-4.50	72.54
Orbia Advance		9/01/06	13/02/06	35	0.39	0.44	0.05	13.95
		31/03/08	5/05/08	35	1.71	2.44	0.73	42.86	62.79
Alsea		21/08/06	5/03/07	196	1.00	1.59	0.59	59.25
		1/04/24	15/04/24	14	4.97	4.45	-0.52	-10.38	42.72
Cemex		23/11/20	1/02/21	70	0.46	0.58	0.11	24.17
		26/04/21	5/07/21	70	0.77	0.84	0.08	10.17	36.80
Banorte		23/07/12	18/02/13	210	5.56	6.97	1.42	25.47	25.47
Pinfra		2/04/07	11/06/07	70	2.73	3.67	0.94	34.46
		5/08/13	19/08/13	14	11.04	10.15	-0.88	-8.00	23.71
Volaris		16/03/15	23/03/15	7	1.10	1.18	0.08	7.38
		13/04/15	11/05/15	28	1.22	1.26	0.04	3.12
		26/10/15	30/11/15	35	1.77	1.76	-0.00	-0.26
		21/03/16	16/05/16	56	2.08	2.07	-0.01	-0.55
		14/10/19	11/11/19	28	1.08	1.09	0.02	1.54	11.53
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Becle		1/06/20	13/07/20	42	1.76	1.81	0.05	2.91	2.91
Carso		25/10/10	31/01/11	98	2.79	2.86	0.07	2.64
		18/12/23	12/02/24	56	9.39	8.91	-0.48	-5.13	-2.62
México		24/04/06	29/05/06	35	1.13	1.04	-0.09	-8.10	-8.10
Alpek		30/07/18	17/09/18	49	1.68	1.54	-0.14	-8.27	-8.27
Peñoles		14/11/22	20/03/23	126	15.19	13.79	-1.40	-9.22	-9.22
Genomma Lab		11/01/10	25/01/10	14	1.26	1.13	-0.12	-9.88
		29/03/10	10/05/10	42	1.71	1.62	-0.10	-5.65
		2/08/10	9/08/10	7	1.74	1.85	0.11	6.24	-9.67

Annotations

14/03/24	IPC	Component update: Chedraui and Genomma Lab return, Sitios Latinoamérica, Telesites and Volaris leave
23/02/17	IPC	Machine learning processed for all techniques. The algorithm could not determine a long-term exchanging short technique. This is presumably due to the high volatility of the market. Even the best alternating technique is not convincing (only 3 transactions).
21/02/17	IPC	index adjustment: Empresas ICA, La Comer and Telesites drop out, Bolsa Mexicana returns
2/08/16	IPC	BMV (Bolsas), Comercial Mexicana and Industrias CH drop out, Aeropuerto del Centro Norte, La Comer, Nemak, Telesites and Volaris join


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