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Assessment - FT 30 Index - 7/01/24 - RS = 17

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	3/04/24	prc diff	⇓ Δ17	∅-RS
		SOM Price Index	270.244	8/12	0.67	268.263	0.74	267.967	0.296	0.11	1.97
	L	3i Group	3,018.000	8/12	0.23	2,986.000	1.07	2,485.000	501.000	20.16	34.55
	L	NatWest	334.600	8/12	0.48	315.000	6.22	248.300	66.700	26.86	30.05
	L	Experian	3,524.000	8/12	1.18	3,648.000	-3.40	3,360.000	288.000	8.57	20.75
		BAE Systems	1,303.500	8/12	2.04	1,272.000	2.48	1,260.000	12.000	0.95	19.62
	L	Lloyds Bank	56.800	8/12	-0.28	55.620	2.12	47.395	8.225	17.35	19.38
	L	BT Group	141.500	8/12	8.43	141.300	0.14	106.150	35.150	33.11	19.02
		Next	9,542.000	8/12	0.23	9,120.000	4.63	8,184.000	936.000	11.44	15.32
	L	ITV	78.400	8/12	0.45	79.900	-1.88	60.540	19.360	31.98	13.51
		Ass Brit Foods	2,435.000	8/12	-0.90	2,496.000	-2.44	2,258.000	238.000	10.54	11.67
	L	Tesco	333.500	8/12	0.91	307.300	8.53	275.900	31.400	11.38	10.30
		Man Group	214.000	8/12	0.28	243.800	-12.22	241.800	2.000	0.83	7.00
		GSK	1,572.000	8/12	0.42	1,526.000	3.01	1,667.800	-141.800	-8.50	5.65
		Melrose	486.700	8/12	0.19	553.600	-12.08	640.000	-86.400	-13.50	4.87
		Int Cons Airlines	166.450	8/12	-0.06	163.900	1.56	144.800	19.100	13.19	4.50
		Compass Group	2,354.000	8/12	0.90	2,173.000	8.33	2,165.000	8.000	0.37	3.50
	L	Smiths Group	1,743.000	8/12	0.52	1,703.000	2.35	1,613.500	89.500	5.55	2.16
	L	Tate & Lyle	643.000	8/12	0.47	598.500	7.44	605.500	-7.000	-1.16	1.94
	S	Flutter	14,685.000	8/12	-1.28	14,650.000	0.24	16,845.000	-2,195.000	-13.03	-1.14
		Land Securities	615.500	8/12	-0.73	630.000	-2.30	620.600	9.400	1.51	-1.57
	L	Vodafone	74.440	8/12	0.87	70.240	5.98	69.490	0.750	1.08	-2.49
	S	Legal & General	225.600	8/12	0.53	228.900	-1.44	242.900	-14.000	-5.76	-3.05
		WPP Group	690.200	8/12	1.68	719.200	-4.03	713.000	6.200	0.87	-3.16
		BP	439.600	8/12	1.35	478.500	-8.13	469.750	8.750	1.86	-5.19
	S	Wise	685.000	8/12	-0.07	698.500	-1.93	916.600	-218.100	-23.79	-8.96
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	3/04/24	prc diff	⇓ Δ17	∅-RS
	L	Abrdn	152.950	8/12	2.51	149.300	2.44	152.850	-3.550	-2.32	-12.95
	S	Diageo	2,451.500	8/12	1.03	2,480.000	-1.15	2,930.000	-450.000	-15.36	-13.31
	S	National Grid	978.400	8/12	-0.04	885.400	10.50	1,039.500	-154.100	-14.82	-13.65
		Reckitt Benckiser	4,180.000	8/12		4,289.000	-2.54	5,130.000	-841.000	-16.39	-16.63
		Ocado	376.700	8/12	0.72	288.100	30.75	445.000	-156.900	-35.26	-33.68
	S	Burberry Group	671.000	8/12	-2.02	862.600	-22.21	1,256.000	-393.400	-31.32	-33.81
FT 30 - 30 out of 30 instruments rated - 7/01/24 / 3/04/24 - 18 did rise, Market-Ratio(17) = 60.00 %
Stock Exchange Currency: GBP £ Pound sterling

Technical Chart

	FT 30 RS = 17 - B/S = 63/63

1/06/20	scale up chart	7/01/24

Transactions FT 30 Index * S17 - 63/63 (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		5/15/06	133		- cash -
short	5/15/06	9/18/06	126		Vodafone	100	7,984	1.253	1.163	1.350	0.097	8	10,774	24
9/18/06		6/11/07	266		- cash -
	6/11/07	7/02/07	21		Tate & Lyle	100	1,857	5.800	5.625	5.980	0.180	3	11,109	70
7/02/07		7/23/07	21		- cash -
	7/23/07	5/19/08	301		Land Securities	100	635	17.480	14.860	20.562	3.082	18	13,066	22
5/19/08		5/26/08	7		- cash -
	5/26/08	6/22/09	392		NatWest	100	541	24.125	3.596	161.873	137.748	571	87,588	489
6/22/09		1/25/10	217		- cash -
	1/25/10	3/01/10	35		Lloyds Bank	100	165,510	0.529	0.503	0.557	0.028	5	92,223	71
3/01/10		5/03/10	63		- cash -
	5/03/10	9/06/10	126		Man Group	100	39,060	2.361	2.354	2.368	0.007	0	92,496	1
9/06/10		3/14/11	189		- cash -
	3/14/11	3/28/11	14		Reckitt Benckiser	100	3,013	30.690	31.870	29.510	-1.180	-4	88,941	-64
3/28/11		4/11/11	14		- cash -
	4/11/11	5/02/11	21		3i Group	100	33,273	2.673	2.795	2.551	-0.122	-5	84,881	-56
5/02/11		5/09/11	7		- cash -
	5/09/11	5/30/11	21		Lloyds Bank	100	158,419	0.536	0.520	0.552	0.016	3	87,464	68
5/30/11		6/06/11	7		- cash -
	6/06/11	12/05/11	182		Lloyds Bank	100	186,489	0.469	0.270	0.815	0.346	74	151,933	203
12/05/11		12/12/11	7		- cash -
	12/12/11	12/19/11	7		Lloyds Bank	100	622,038	0.244	0.235	0.254	0.010	4	158,122	702
12/19/11		5/14/12	147		- cash -
	5/14/12	8/06/12	84		Man Group	100	190,508	0.830	0.847	0.813	-0.017	-2	154,883	-9
8/06/12		6/24/13	322		- cash -
	6/24/13	7/01/13	7		Man Group	100	191,096	0.811	0.857	0.764	-0.047	-6	145,997	-95
7/01/13		9/09/13	70		- cash -
	9/09/13	10/14/13	35		Man Group	100	163,950	0.891	0.787	1.008	0.117	13	165,196	263
10/14/13		12/02/13	49		- cash -
	12/02/13	12/23/13	21		RSA Insurance	100	35,753	4.620	4.103	5.203	0.582	13	186,013	687
12/23/13		1/27/14	35		- cash -
	1/27/14	2/03/14	7		Ladbrokes	100	123,760	1.503	1.501	1.505	0.002	0	186,260	7
2/03/14		2/10/14	7		- cash -
	2/10/14	6/02/14	112		Ladbrokes	100	123,596	1.507	1.545	1.469	-0.038	-3	181,563	-8
6/02/14		6/09/14	7		- cash -
	6/09/14	11/17/14	161		Tesco	100	48,737	3.725	2.441	5.686	1.960	53	277,103	161
11/17/14		12/15/14	28		- cash -
	12/15/14	12/22/14	7		Tesco	100	132,743	2.088	2.293	1.882	-0.205	-10	249,864	-100
12/22/14		1/05/15	14		- cash -
	1/05/15	1/19/15	14		Tesco	100	108,622	2.300	2.804	1.796	-0.504	-22	195,107	-100
1/19/15		6/08/15	140		- cash -
	6/08/15	12/28/15	203		Tate & Lyle	100	35,186	5.545	5.950	5.140	-0.405	-7	180,857	-13
12/28/15		1/11/16	14		- cash -
	1/11/16	1/25/16	14		Tesco	100	98,163	1.842	1.972	1.713	-0.130	-7	168,115	-85
1/25/16		2/01/16	7		- cash -
	2/01/16	4/18/16	77		NatWest	100	67,489	2.491	2.375	2.613	0.122	5	176,329	25
4/18/16		4/25/16	7		- cash -
	4/25/16	5/16/16	21		NatWest	100	71,014	2.483	2.125	2.901	0.418	17	206,034	1,397
5/16/16		5/30/16	14		- cash -
	5/30/16	6/06/16	7		Marks & Spencer	100	53,302	3.865	3.638	4.107	0.242	6	218,912	2,260
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
6/06/16		6/27/16	21		- cash -
	6/27/16	7/25/16	28		ITV	100	142,150	1.540	1.882	1.198	-0.342	-22	170,268	-96
7/25/16		11/21/16	119		- cash -
	11/21/16	1/09/17	49		ITV	100	102,818	1.656	2.075	1.237	-0.419	-25	127,187	-89
1/09/17		1/23/17	14		- cash -
	1/23/17	2/13/17	21		Ass Brit Foods	100	5,041	25.230	25.400	25.060	-0.170	-1	126,330	-11
2/13/17		7/03/17	140		- cash -
	7/03/17	1/15/18	196		BT Group	100	43,271	2.920	2.757	3.092	0.172	6	133,777	11
1/15/18		1/22/18	7		- cash -
	1/22/18	6/11/18	140		National Grid	100	16,156	8.280	8.323	8.237	-0.043	-1	133,083	-1
6/11/18		8/20/18	70		- cash -
	8/20/18	4/01/19	224		Abrdn	100	41,863	3.179	2.689	3.758	0.579	18	157,334	31
4/01/19		6/03/19	63		- cash -
	6/03/19	7/08/19	35		ITV	100	149,627	1.052	1.126	0.977	-0.075	-7	146,187	-54
7/08/19		8/05/19	28		- cash -
	8/05/19	9/30/19	56		Marks & Spencer	100	76,677	1.907	1.845	1.971	0.064	3	151,102	24
9/30/19		10/07/19	7		- cash -
	10/07/19	10/21/19	14		Marks & Spencer	100	88,389	1.710	1.984	1.435	-0.275	-16	126,839	-99
10/21/19		11/11/19	21		- cash -
	11/11/19	12/02/19	21		Marks & Spencer	100	67,306	1.885	1.923	1.846	-0.038	-2	124,248	-30
12/02/19		2/24/20	84		- cash -
	2/24/20	7/13/20	140		BT Group	100	82,141	1.513	1.111	2.059	0.547	36	169,162	124
7/13/20		7/27/20	14		- cash -
	7/27/20	11/16/20	112		Int Cons Airlines	100	90,485	1.870	1.588	2.202	0.332	18	199,212	70
11/16/20		7/19/21	245		- cash -
	7/19/21	11/15/21	119		Tesco	100	86,164	2.312	2.859	1.765	-0.547	-24	152,081	-56
11/15/21		11/22/21	7		- cash -
	11/22/21	1/03/22	42		Flutter	100	1,336	113.750	117.600	109.900	-3.850	-3	146,937	-26
1/03/22		2/28/22	56		- cash -
	2/28/22	1/09/23	315		Ocado	100	10,701	13.730	7.432	25.365	11.635	85	271,443	104
1/09/23		5/15/23	126		- cash -
	5/15/23	12/25/23	224		Ocado	100	62,979	4.310	7.250	1.370	-2.940	-68	86,285	-85
12/25/23		1/01/24	7		- cash -
	1/01/24	1/08/24	7		Burberry Group	100	6,093	14.160	13.915	14.409	0.249	2	87,804	148
1/08/24		1/15/24	7		- cash -
	1/15/24	1/29/24	14		Burberry Group	100	7,244	12.120	13.430	10.810	-1.310	-11	78,314	-95
1/29/24		2/05/24	7		- cash -
	2/05/24	2/12/24	7		Burberry Group	100	6,068	12.905	13.355	12.455	-0.450	-3	75,584	-84
2/12/24		3/04/24	21		- cash -
	3/04/24	3/11/24	7		Burberry Group	100	6,017	12.560	12.475	12.646	0.086	1	76,099	42
3/11/24		3/18/24	7		- cash -
	3/18/24	3/25/24	7		Burberry Group	100	6,058	12.560	11.995	13.152	0.592	5	79,683	1,002
3/25/24		4/08/24	14		- cash -
	4/08/24	4/22/24	14		Ocado	100	21,243	3.751	3.584	3.926	0.175	5	83,396	228
4/22/24		4/29/24	7		- cash -
	4/29/24	5/13/24	14		Ocado	100	23,465	3.554	3.420	3.693	0.139	4	86,664	172
5/13/24		6/17/24	35		- cash -
	6/17/24	8/12/24	56		Burberry Group	100	8,791	9.858	6.710	14.483	4.625	47	127,322	1,127
accum	5/15/06	8/12/24	3991	days out of 6910 invested (58%)							1,173		127,322	26

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
NatWest	short	5/26/08	6/22/09	392	24.13	3.60	161.87	137.75	570.98
		2/01/16	4/18/16	77	2.49	2.38	2.61	0.12	4.89
		4/25/16	5/16/16	21	2.48	2.13	2.90	0.42	16.85	722.32
Lloyds Bank		1/25/10	3/01/10	35	0.53	0.50	0.56	0.03	5.29
		5/09/11	5/30/11	21	0.54	0.52	0.55	0.02	3.04
		6/06/11	12/05/11	182	0.47	0.27	0.81	0.35	73.71
		12/12/11	12/19/11	7	0.24	0.23	0.25	0.01	4.07	96.14
BT Group		7/03/17	1/15/18	196	2.92	2.76	3.09	0.17	5.89
		2/24/20	7/13/20	140	1.51	1.11	2.06	0.55	36.15	44.18
Burberry Group		1/01/24	1/08/24	7	14.16	13.92	14.41	0.25	1.76
		1/15/24	1/29/24	14	12.12	13.43	10.81	-1.31	-10.81
		2/05/24	2/12/24	7	12.91	13.36	12.46	-0.45	-3.49
		3/04/24	3/11/24	7	12.56	12.48	12.65	0.09	0.68
		3/18/24	3/25/24	7	12.56	12.00	13.15	0.59	4.71
		6/17/24	8/12/24	56	9.86	6.71	14.48	4.62	46.92	35.67
Abrdn		8/20/18	4/01/19	224	3.18	2.69	3.76	0.58	18.22	18.22
Int Cons Airlines		7/27/20	11/16/20	112	1.87	1.59	2.20	0.33	17.76	17.76
Land Securities		7/23/07	5/19/08	301	17.48	14.86	20.56	3.08	17.63	17.63
RSA Insurance		12/02/13	12/23/13	21	4.62	4.10	5.20	0.58	12.60	12.60
Vodafone		5/15/06	9/18/06	126	1.25	1.16	1.35	0.10	7.74	7.74
Man Group		5/03/10	9/06/10	126	2.36	2.35	2.37	0.01	0.30
		5/14/12	8/06/12	84	0.83	0.85	0.81	-0.02	-2.05
		6/24/13	7/01/13	7	0.81	0.86	0.76	-0.05	-5.74
		9/09/13	10/14/13	35	0.89	0.79	1.01	0.12	13.15	4.78
National Grid		1/22/18	6/11/18	140	8.28	8.32	8.24	-0.04	-0.52	-0.52
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Ass Brit Foods		1/23/17	2/13/17	21	25.23	25.40	25.06	-0.17	-0.67	-0.67
Ladbrokes		1/27/14	2/03/14	7	1.50	1.50	1.51	0.00	0.13
		2/10/14	6/02/14	112	1.51	1.55	1.47	-0.04	-2.52	-2.39
Flutter		11/22/21	1/03/22	42	113.75	117.60	109.90	-3.85	-3.38	-3.38
Reckitt Benckiser		3/14/11	3/28/11	14	30.69	31.87	29.51	-1.18	-3.84	-3.84
Tate & Lyle		6/11/07	7/02/07	21	5.80	5.63	5.98	0.18	3.11
		6/08/15	12/28/15	203	5.55	5.95	5.14	-0.41	-7.30	-4.42
3i Group		4/11/11	5/02/11	21	2.67	2.80	2.55	-0.12	-4.56	-4.56
Marks & Spencer		5/30/16	6/06/16	7	3.87	3.64	4.11	0.24	6.25
		8/05/19	9/30/19	56	1.91	1.84	1.97	0.06	3.36
		10/07/19	10/21/19	14	1.71	1.98	1.44	-0.27	-16.06
		11/11/19	12/02/19	21	1.88	1.92	1.85	-0.04	-2.04	-9.70
Tesco		6/09/14	11/17/14	161	3.73	2.44	5.69	1.96	52.62
		12/15/14	12/22/14	7	2.09	2.29	1.88	-0.21	-9.83
		1/05/15	1/19/15	14	2.30	2.80	1.80	-0.50	-21.91
		1/11/16	1/25/16	14	1.84	1.97	1.71	-0.13	-7.05
		7/19/21	11/15/21	119	2.31	2.86	1.77	-0.55	-23.66	-23.74
Ocado		2/28/22	1/09/23	315	13.73	7.43	25.37	11.64	84.74
		5/15/23	12/25/23	224	4.31	7.25	1.37	-2.94	-68.21
		4/08/24	4/22/24	14	3.75	3.58	3.93	0.17	4.66
		4/29/24	5/13/24	14	3.55	3.42	3.69	0.14	3.92	-36.13
ITV		6/27/16	7/25/16	28	1.54	1.88	1.20	-0.34	-22.22
		11/21/16	1/09/17	49	1.66	2.08	1.24	-0.42	-25.30
		6/03/19	7/08/19	35	1.05	1.13	0.98	-0.07	-7.09	-46.02

Annotations

4/20/23	Melrose	reverse split 3:1 (one for three)
7/18/22	GlaxoSmithKline	demergers OTC business -> Haleon
7/21/21	FT 30	Flutter, Ocado and Wise replace BAT, Marks&Spencer and RSA Insurance
2/12/21	Tesco	Stock split 19:15 (fifteen for nineteen) after 50.93 special dividend for proceeds from the sale of the Asia business
8/14/17	Standard Life	merger with Aberdeen Asset Management completed
11/01/16	Ladbrokes	deletion after merger with Gala Coral
9/19/16	FT 30	Associated British Foods replaces Arm Holdings
9/05/16	Arm Holdings	deletion due to acquisition by Softbank
2/15/16	FT 30	Burberry replaces BG (aquired by Shell)


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