Share-o-matic - Portfolio

Sat, 11th Apr 2026, 11:06UTC

Assessment - Insurances in Dollar - 1/07/24 - RS = 13

		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	1/04/24	prc diff	⇓ Δ13	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	348.747	-2.15	344.885	3.862	1.12	7.97
		HDFC Life	8.421	12/08/24	0.01	7.202	16.93	7.615	-0.413	-5.42	-3.47
	S	Molina Healthcare	337.670	12/08/24	-0.15	292.160	15.58	404.200	-112.040	-27.72	-10.63
	S	UnitedHealth	565.290	12/08/24	1.17	494.650	14.28	489.700	4.950	1.01	-3.00
		SBI Life	20.440	12/08/24	-1.17	18.005	13.53	17.874	0.131	0.73	7.49
		Lowe´s	231.070	12/08/24	-2.02	213.560	8.20	249.280	-35.720	-14.33	3.11
		Beazley	925.381	12/08/24	1.24	867.861	6.63	835.264	32.596	3.90	19.03
		Berkshire Hathaway	430.390	12/08/24	-0.30	405.190	6.22	420.200	-15.010	-3.57	9.59
		Medibank Private	2.580	12/08/24	0.52	2.454	5.15	2.440	0.014	0.59	4.08
		Hiscox	1,503.112	12/08/24	1.89	1,433.582	4.85	1,556.315	-122.734	-7.89	6.27
		Admiral Group	3,410.762	12/08/24	0.86	3,254.003	4.82	3,560.699	-306.696	-8.61	2.97
		Axa	34.699	12/08/24	-0.77	33.530	3.49	37.407	-3.877	-10.36	3.69
		Travelers Companies	209.730	12/08/24	-1.29	202.970	3.33	228.160	-25.190	-11.04	10.84
		Samsung Life	64.865	12/08/24	-0.33	63.274	2.51	67.602	-4.328	-6.40	11.56
		Aviva	612.117	12/08/24	0.35	601.750	1.72	623.279	-21.529	-3.45	12.17
		NN	47.903	12/08/24	0.74	47.131	1.64	46.008	1.123	2.44	19.01
		Phoenix	680.130	12/08/24	0.47	673.177	1.03	693.564	-20.388	-2.94	5.86
		Sampo	43.430	12/08/24	0.40	43.098	0.77	42.457	0.641	1.51	0.55
		Insurance Australia	4.762	12/08/24	0.56	4.728	0.70	4.153	0.576	13.87	20.58
		MetLife	69.850	12/08/24	-0.40	69.880	-0.04	73.690	-3.810	-5.17	5.97
		Mandatum	4.526	12/08/24		4.534	-0.17	4.453	0.081	1.82	-na-
	L	Glanbia	19.425	12/08/24	0.50	19.554	-0.66	19.641	-0.087	-0.44	14.09
	S	Legal & General	285.199	12/08/24	0.53	289.371	-1.44	319.296	-29.925	-9.37	-2.09
		FBD	13.837	12/08/24	0.39	14.051	-1.53	14.183	-0.132	-0.93	4.97
		Ageas	45.458	12/08/24	0.33	46.230	-1.67	46.116	0.114	0.25	7.57
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	1/04/24	prc diff	⇓ Δ13	⇓∅-RS
	S	Sun Life Financial	47.985	12/08/24	-0.11	48.815	-1.70	53.948	-5.133	-9.51	-3.99
		Mapfre	2.289	12/08/24		2.330	-1.75	2.516	-0.187	-7.42	6.42
	L	AIA	6.646	12/08/24	-1.33	6.787	-2.08	6.718	0.069	1.03	-17.62
		ASR	47.034	12/08/24	0.46	48.075	-2.16	48.770	-0.695	-1.42	6.48
	L	Ping An Ins	5.578	12/08/24	0.02	5.715	-2.40	5.708	0.007	0.12	-5.58
		Allianz	274.483	12/08/24		281.563	-2.51	298.485	-16.922	-5.67	8.93
		Swiss Life	721.757	12/08/24	0.62	740.570	-2.54	698.963	41.606	5.95	11.82
		Vienna Insurance	31.964	12/08/24	1.36	32.822	-2.61	31.052	1.770	5.70	14.68
	L	Storebrand	9.931	12/08/24	0.38	10.230	-2.93	9.127	1.103	12.09	16.89
		Tryg	21.374	12/08/24	0.61	22.021	-2.94	20.485	1.535	7.49	7.86
	L	Zurich Insurance	514.260	12/08/24	0.85	534.290	-3.75	537.656	-3.365	-0.63	7.66
		AIG	71.610	12/08/24	-0.62	74.490	-3.87	77.640	-3.150	-4.06	11.59
		Uniqa	8.238	12/08/24	0.26	8.581	-4.00	8.606	-0.025	-0.30	2.88
	L	China Pacific Ins	3.761	12/08/24	0.22	3.919	-4.03	3.282	0.637	19.40	8.45
		Samsung F&M Ins	256.350	12/08/24	1.00	269.005	-4.70	225.339	43.666	19.38	30.60
	L	Ping An	4.309	12/08/24	0.45	4.533	-4.94	4.225	0.308	7.29	-8.84
		Aegon	5.966	12/08/24	0.22	6.281	-5.02	6.071	0.211	3.47	12.43
	L	QBE Insurance	10.767	12/08/24	0.87	11.346	-5.10	11.764	-0.418	-3.55	8.00
		Hannover Rück	243.914	12/08/24	5.23	258.394	-5.60	272.591	-14.196	-5.21	10.30
		Manulife Financial	24.975	12/08/24	-0.35	26.510	-5.79	24.584	1.926	7.84	26.02
	L	China Life	4.049	12/08/24	0.44	4.305	-5.93	4.072	0.232	5.71	-1.39
	L	Münchener Rück	471.095	12/08/24	1.01	500.806	-5.93	485.978	14.828	3.05	18.69
	L	China Life Ins HK	1.329	12/08/24	0.58	1.414	-5.98	1.200	0.213	17.77	3.42
		Generali	24.080	12/08/24	1.35	25.668	-6.18	25.207	0.461	1.83	16.62
		Swiss Re	115.092	12/08/24	0.10	124.387	-7.47	128.195	-3.807	-2.97	11.96
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	1/04/24	prc diff	⇓ Δ13	⇓∅-RS
		Prudential	803.261	12/08/24	0.41	902.878	-11.03	932.534	-29.656	-3.18	-15.92
		Talanx	71.329	12/08/24	1.92	80.500	-11.39	78.865	1.635	2.07	16.57
		Quálitas	8.955	12/08/24	-2.49	10.277	-12.86	11.751	-1.474	-12.55	10.45
	L	DFV	6.650	12/08/24	-0.80	7.776	-14.48	6.103	1.674	27.42	8.47
		Dai-ichi Life	23.537	9/08/24	3.15	27.597	-14.71	24.914	2.683	10.77	28.01
		Sompo	18.310	9/08/24	0.02	21.569	-15.11	19.901	1.668	8.38	29.41
		MS&AD Insurance	18.648	9/08/24	-0.50	22.980	-18.85	17.243	5.737	33.27	64.26
	S	Scor	18.374	12/08/24	1.06	25.914	-29.10	34.458	-8.543	-24.79	-15.32
Insurances - 57 out of 57 instruments rated - 1/07/24 / 1/04/24 - 29 did rise, Market-Ratio(13) in USD = 50.88 %

Technical Chart

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

3/01/22	scale up chart	1/07/24

Transactions Insurances in Dollar * L13 - 49/16 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		21/08/06	231		- cash -
long	21/08/06	7/01/08	504		China Life Ins HK	100	5,830	1.715	4.817	3.102	181	28,084	111
7/01/08		21/04/08	105		- cash -
	21/04/08	30/06/08	70		Glanbia	100	3,572	7.861	7.613	-0.248	-3	27,197	-15
30/06/08		26/01/09	210		- cash -
	26/01/09	14/06/10	504		Admiral Group	100	2,153	12.632	20.007	7.375	58	43,076	40
14/06/10		23/08/10	70		- cash -
	23/08/10	20/06/11	301		Admiral Group	100	1,877	22.941	27.114	4.173	18	50,909	22
20/06/11		7/11/11	140		- cash -
	7/11/11	24/08/15	1386		Glanbia	100	8,070	6.308	19.911	13.603	216	160,687	35
24/08/15		23/11/15	91		- cash -
	23/11/15	25/01/16	63		NN	100	4,645	34.588	33.719	-0.869	-3	156,651	-14
25/01/16		18/04/16	84		- cash -
	18/04/16	27/06/16	70		Medibank Private	100	66,074	2.371	2.171	-0.200	-8	143,419	-37
27/06/16		8/08/16	42		- cash -
	8/08/16	17/12/18	861		Admiral Group	100	4,953	28.951	24.723	-4.228	-15	122,477	-6
17/12/18		28/01/19	42		- cash -
	28/01/19	2/03/20	399		Molina Healthcare	100	899	136.130	127.320	-8.810	-6	114,557	-6
2/03/20		8/06/20	98		- cash -
	8/06/20	9/05/22	700		DFV	100	5,761	19.883	12.312	-7.570	-38	70,943	-22
9/05/22		6/06/22	28		- cash -
	6/06/22	18/07/22	42		Sompo	100	466,020	0.152	0.142	-0.010	-7	66,249	-45
18/07/22		12/09/22	56		- cash -
	12/09/22	12/08/24	700		Molina Healthcare	100	189	349.360	337.670	-11.690	-3	64,040	-2
accum	21/08/06	12/08/24	6207	days out of 7404 invested (84%)						540		64,040	12

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Glanbia	long	21/04/08	30/06/08	70	7.86	7.61	-0.25	-3.16
		7/11/11	24/08/15	1386	6.31	19.91	13.60	215.65	205.68
China Life Ins HK		21/08/06	7/01/08	504	1.72	4.82	3.10	180.84	180.84
Admiral Group		26/01/09	14/06/10	504	12.63	20.01	7.38	58.39
		23/08/10	20/06/11	301	22.94	27.11	4.17	18.19
		8/08/16	17/12/18	861	28.95	24.72	-4.23	-14.60	59.86
NN		23/11/15	25/01/16	63	34.59	33.72	-0.87	-2.51	-2.51
Sompo		6/06/22	18/07/22	42	0.15	0.14	-0.01	-6.62	-6.62
Medibank Private		18/04/16	27/06/16	70	2.37	2.17	-0.20	-8.45	-8.45
Molina Healthcare		28/01/19	2/03/20	399	136.13	127.32	-8.81	-6.47
		12/09/22	12/08/24	700	349.36	337.67	-11.69	-3.35	-9.60
DFV		8/06/20	9/05/22	700	19.88	12.31	-7.57	-38.08	-38.08

Annotations

28/03/24	MS&AD Insurance	stock split 1:3 (three for one)
	Sompo	stock split 1:3 (three for one)
25/08/15	NN	recording started
27/07/15	Ping An HK	forward stock split 10:20 (twenty for ten)
	Ping An Ins	forward stock split 10:20 (twenty for ten)
18/05/15	Tryg	forward stock split 1:5 (five for one)
12/03/15	Insurances	first full analysis, the techniques are strongly influenced by the shorts of AIG and UnipolSai.


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