Share-o-matic - Portfolio

Tue, Jun 23rd, 2026, 12:06UTC

Assessment - Portuguese Stock Index 20 in Pound sterling - 7/01/24 - RS = 9

		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/29/24	prc diff	⇓ Δ9	⇓∅-RS
		PSI 20	5,562.858	8/12/24	0.09	5,594.684	-0.57	5,701.241	-106.557	-1.87	3.48
	L	Altri	4.022	8/12/24	-0.04	4.582	-12.22	4.476	0.106	2.36	15.28
		Banco Comercial	0.321	8/12/24	0.16	0.294	9.00	0.278	0.016	5.83	22.13
		Corticeira Amorim	7.577	8/12/24		7.687	-1.43	8.329	-0.642	-7.71	-6.11
		CTT-Correios	3.555	8/12/24	0.24	3.576	-0.59	3.836	-0.260	-6.77	12.77
	L	Energias de Portugal	3.123	8/12/24	-0.43	3.014	3.63	3.057	-0.043	-1.41	-11.89
	L	EDP Renováveis	11.887	8/12/24	-0.92	11.268	5.50	11.180	0.088	0.79	-13.54
		Galp Energia	16.172	8/12/24	0.16	16.834	-3.93	17.401	-0.567	-3.26	37.16
		Greenvolt	7.085	8/12/24	0.60	7.212	-1.76	7.083	0.129	1.82	18.65
		Jerónimo Martins	13.762	8/12/24	0.81	16.308	-15.61	16.633	-0.325	-1.96	-12.08
		Mota-Engil	2.861	8/12/24	0.30	3.010	-4.96	3.625	-0.615	-16.96	0.28
		NOS	2.927	8/12/24	0.58	2.864	2.22	2.803	0.060	2.15	-1.13
	L	Redes Energéticas	1.994	8/12/24	-0.42	1.939	2.84	1.933	0.006	0.30	-4.46
		Semapa	12.133	8/12/24	0.56	12.371	-1.92	13.671	-1.301	-9.51	3.87
		Sonae	0.773	8/12/24	0.77	0.752	2.82	0.811	-0.059	-7.28	-5.16
		The Navigator	3.065	8/12/24	0.84	3.285	-6.71	3.612	-0.326	-9.04	5.30
PSI 20 - 15 out of 15 instruments rated - 7/01/24 / 4/29/24 - 6 did rise, Market-Ratio(9) in GBP = 40.00 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	PSI 20 RS = 9 - B/S = 30/62

1/03/22	scale up chart	7/01/24

Transactions Portuguese Stock Index 20 in Pound sterling * S9 - 30/62 (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		5/22/06	140		- cash -
short	5/22/06	7/24/06	63		Impresa	100	6,567	1.523	1.441	1.609	0.086	6	10,565	38
7/24/06		8/20/07	392		- cash -
	8/20/07	4/28/08	252		Pharol	100	1,593	6.632	6.006	7.324	0.692	10	11,667	15
4/28/08		6/09/08	42		- cash -
	6/09/08	1/26/09	231		Banco Comercial	100	2,044	5.707	3.377	9.643	3.936	69	19,712	129
1/26/09		3/09/09	42		- cash -
	3/09/09	4/13/09	35		Banco Comercial	100	8,172	2.412	2.750	2.074	-0.338	-14	16,951	-79
4/13/09		7/13/09	91		- cash -
	7/13/09	8/10/09	28		Semapa	100	3,394	4.994	5.516	4.473	-0.522	-10	15,181	-76
8/10/09		11/30/09	112		- cash -
	11/30/09	1/04/10	35		Redes Energéticas	100	5,657	2.683	2.677	2.690	0.007	0	15,218	3
1/04/10		1/25/10	21		- cash -
	1/25/10	4/12/10	77		EDP Renováveis	100	2,715	5.605	5.233	6.002	0.398	7	16,297	38
4/12/10		5/10/10	28		- cash -
	5/10/10	7/19/10	70		Mota-Engil	100	7,744	2.104	1.851	2.393	0.289	14	18,532	95
7/19/10		1/03/11	168		- cash -
	1/03/11	1/31/11	28		Mota-Engil	100	12,208	1.518	1.706	1.330	-0.188	-12	16,241	-82
1/31/11		4/18/11	77		- cash -
	4/18/11	1/16/12	273		Teixeira Duarte	100	33,410	0.486	0.174	1.360	0.873	180	45,421	296
1/16/12		4/16/12	91		- cash -
	4/16/12	8/13/12	119		Banco Comercial	100	106,581	0.426	0.354	0.513	0.087	20	54,655	76
8/13/12		4/01/13	231		- cash -
	4/01/13	5/06/13	35		Banif	100	553,872	0.099	0.099	0.099	0.000	0	54,723	1
5/06/13		6/24/13	49		- cash -
	6/24/13	8/12/13	49		Banif	100	656,239	0.083	0.010	0.674	0.590	708	442,174	> 999,999
8/12/13		6/02/14	294		- cash -
	6/02/14	2/16/15	259		Pharol	100	202,209	2.187	0.539	8.865	6.678	305	1,792,563	619
2/16/15		6/01/15	105		- cash -
	6/01/15	10/26/15	147		Pharol	100	4,897,419	0.366	0.275	0.487	0.121	33	2,385,043	103
10/26/15		12/14/15	49		- cash -
	12/14/15	3/21/16	98		Pharol	100	13,977,578	0.171	0.105	0.278	0.107	63	3,882,971	514
3/21/16		5/23/16	63		- cash -
	5/23/16	8/08/16	77		Pharol	100	40,092,630	0.097	0.145	0.049	-0.048	-49	1,972,557	-96
8/08/16		10/17/16	70		- cash -
	10/17/16	3/20/17	154		Banco Comercial	100	10,852,330	0.182	0.142	0.233	0.052	28	2,531,849	81
3/20/17		8/21/17	154		- cash -
	8/21/17	10/02/17	42		CTT-Correios	100	528,610	4.790	4.520	5.076	0.286	6	2,683,119	66
10/02/17		3/12/18	161		- cash -
	3/12/18	5/07/18	56		CTT-Correios	100	939,185	2.857	2.739	2.980	0.123	4	2,798,396	32
5/07/18		7/23/18	77		- cash -
	7/23/18	1/21/19	182		CTT-Correios	100	1,062,385	2.634	2.728	2.540	-0.094	-4	2,698,246	-7
1/21/19		5/20/19	119		- cash -
	5/20/19	9/16/19	119		CTT-Correios	100	1,394,542	1.935	1.981	1.888	-0.046	-2	2,633,454	-7
9/16/19		2/10/20	147		- cash -
	2/10/20	5/18/20	98		Pharol	100	31,252,999	0.084	0.060	0.118	0.034	40	3,681,603	248
5/18/20		9/21/20	126		- cash -
	9/21/20	11/23/20	63		Banco Comercial	100	46,094,744	0.080	0.100	0.060	-0.020	-25	2,747,247	-82
11/23/20		7/19/21	238		- cash -
	7/19/21	8/30/21	42		Pharol	100	31,826,306	0.086	0.082	0.091	0.004	5	2,889,829	55
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
8/30/21		12/20/21	112		- cash -
	12/20/21	1/31/22	42		Pharol	100	43,376,908	0.067	0.075	0.058	-0.009	-13	2,520,198	-70
1/31/22		3/07/22	35		- cash -
	3/07/22	3/28/22	21		Pharol	100	38,476,957	0.065	0.067	0.064	-0.002	-2	2,458,678	-35
3/28/22		8/01/22	126		- cash -
	8/01/22	11/28/22	119		CTT-Correios	100	881,006	2.791	2.738	2.845	0.054	2	2,506,198	6
11/28/22		1/02/23	35		- cash -
	1/02/23	3/27/23	84		Pharol	100	51,606,093	0.049	0.049	0.048	-0.000	0	2,497,735	-1
3/27/23		6/05/23	70		- cash -
	6/05/23	7/31/23	56		Altri	100	716,697	3.485	3.657	3.313	-0.172	-5	2,374,633	-28
7/31/23		8/21/23	21		- cash -
	8/21/23	8/28/23	7		EDP Renováveis	100	166,695	14.245	15.076	13.415	-0.831	-6	2,236,185	-96
8/28/23		6/23/26	1030		- cash -
accum	5/22/06	8/28/23	2961	days out of 7477 invested (40%)							22,262		2,236,185	95

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Banif	short	4/01/13	5/06/13	35	0.10	0.10	0.10	0.00	0.12
		6/24/13	8/12/13	49	0.08	0.01	0.67	0.59	708.03	709.03
Pharol		8/20/07	4/28/08	252	6.63	6.01	7.32	0.69	10.43
		6/02/14	2/16/15	259	2.19	0.54	8.86	6.68	305.40
		6/01/15	10/26/15	147	0.37	0.28	0.49	0.12	33.05
		12/14/15	3/21/16	98	0.17	0.10	0.28	0.11	62.81
		5/23/16	8/08/16	77	0.10	0.14	0.05	-0.05	-49.20
		2/10/20	5/18/20	98	0.08	0.06	0.12	0.03	39.80
		7/19/21	8/30/21	42	0.09	0.08	0.09	0.00	5.19
		12/20/21	1/31/22	42	0.07	0.08	0.06	-0.01	-12.79
		3/07/22	3/28/22	21	0.07	0.07	0.06	-0.00	-2.44
		1/02/23	3/27/23	84	0.05	0.05	0.05	-0.00	-0.34	514.29
Teixeira Duarte		4/18/11	1/16/12	273	0.49	0.17	1.36	0.87	179.68	179.68
Banco Comercial		6/09/08	1/26/09	231	5.71	3.38	9.64	3.94	68.97
		3/09/09	4/13/09	35	2.41	2.75	2.07	-0.34	-14.01
		4/16/12	8/13/12	119	0.43	0.35	0.51	0.09	20.33
		10/17/16	3/20/17	154	0.18	0.14	0.23	0.05	28.35
		9/21/20	11/23/20	63	0.08	0.10	0.06	-0.02	-25.38	67.46
CTT-Correios		8/21/17	10/02/17	42	4.79	4.52	5.08	0.29	5.97
		3/12/18	5/07/18	56	2.86	2.74	2.98	0.12	4.30
		7/23/18	1/21/19	182	2.63	2.73	2.54	-0.09	-3.58
		5/20/19	9/16/19	119	1.93	1.98	1.89	-0.05	-2.40
		8/01/22	11/28/22	119	2.79	2.74	2.84	0.05	1.93	6.02
Impresa		5/22/06	7/24/06	63	1.52	1.44	1.61	0.09	5.65	5.65
EDP Renováveis		1/25/10	4/12/10	77	5.60	5.23	6.00	0.40	7.09
		8/21/23	8/28/23	7	14.25	15.08	13.41	-0.83	-5.83	0.85
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Redes Energéticas		11/30/09	1/04/10	35	2.68	2.68	2.69	0.01	0.24	0.24
Mota-Engil		5/10/10	7/19/10	70	2.10	1.85	2.39	0.29	13.72
		1/03/11	1/31/11	28	1.52	1.71	1.33	-0.19	-12.37	-0.35
Altri		6/05/23	7/31/23	56	3.49	3.66	3.31	-0.17	-4.93	-4.93
Semapa		7/13/09	8/10/09	28	4.99	5.52	4.47	-0.52	-10.45	-10.45

Annotations

4/20/18	PSI 20	F.Ramada replaces Novabase
10/24/16	Banco Comercial	reverse stock split 75:1 (one for seventyfive)
5/02/16	Navigator	name change, Portucel Soporcel before
4/19/16	PSI 20	Corticeira Amorim, Montepio and Sonae Capital were added
	PSI 20	Impresa and Teixeira Duarte drop out
12/23/15	PSI 20	Banif is excluded
9/21/15	PSI 20	complete analysis


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