Share-o-matic - Portfolio

Fri, 29th Aug 2025, 23:55UTC

Assessment - IPC Mexico in Pound sterling - 1/07/24 - RS = 20

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	12/02/24	prc diff	⇓ Δ20	∅-RS
	S	IPC	2,280.756	12/08/24	-0.02	2,274.030	0.30	2,660.428	-386.397	-14.52	-9.27
	L	Aerop. Sureste	22.042	12/08/24	0.24	23.903	-7.79	23.662	0.241	1.02	9.29
		Quálitas	7.084	12/08/24	-2.49	8.129	-12.86	8.655	-0.525	-6.07	10.01
	L	Genomma Lab	0.807	12/08/24		0.732	10.22	0.608	0.124	20.37	10.00
		Chedraui	6.237	12/08/24	2.44	5.465	14.11	5.525	-0.060	-1.08	8.29
		Megacable	1.826	12/08/24	-0.72	1.968	-7.19	1.841	0.127	6.89	0.15
		Liverpool	5.735	12/08/24	0.22	5.721	0.23	5.850	-0.128	-2.20	10.79
	L	Aerop. Pacifico	12.555	12/08/24	0.72	12.285	2.19	12.599	-0.314	-2.49	-4.00
		México	4.566	12/08/24	1.09	4.336	5.31	4.003	0.333	8.32	7.75
		Gruma	15.998	12/08/24	-0.21	14.145	13.10	14.635	-0.491	-3.35	-0.32
		Gentera	0.908	12/08/24	0.05	1.007	-9.82	1.108	-0.101	-9.13	-1.96
		Coca-Cola FEMSA	7.124	12/08/24	-0.41	6.570	8.44	7.758	-1.188	-15.32	-6.09
		Arca Continental	8.007	12/08/24	-0.93	7.630	4.93	9.012	-1.382	-15.33	-4.47
		Peñoles	10.392	12/08/24	-0.26	10.256	1.32	10.109	0.147	1.46	-5.10
		Pinfra	7.480	12/08/24	-1.38	7.231	3.45	8.494	-1.263	-14.87	-8.64
		Cementos Chihuahua	6.712	12/08/24	-2.81	7.413	-9.46	8.962	-1.549	-17.29	-8.87
	S	FEMSA	9.031	12/08/24	-0.45	8.543	5.71	11.227	-2.684	-23.91	-9.31
	L	America Movil	0.696	12/08/24	0.12	0.676	2.92	0.681	-0.004	-0.62	-8.22
		Inbursa	1.902	12/08/24	-2.28	1.897	0.27	2.494	-0.597	-23.94	-4.42
		Becle	1.337	12/08/24	3.67	1.379	-3.02	1.527	-0.148	-9.67	-18.04
		Aerop. Centro Norte	6.644	12/08/24	2.22	6.671	-0.40	7.329	-0.658	-8.98	-13.39
	S	Cemex	0.512	12/08/24	-0.75	0.498	2.76	0.617	-0.119	-19.26	-15.61
	S	Alsea	2.374	12/08/24	0.47	2.795	-15.06	3.032	-0.237	-7.82	-5.52
	S	Elektra	40.633	26/07/24		45.614	-10.92	54.265	-8.651	-15.94	-14.74
	S	Bolsa Mexicana	1.276	12/08/24	-0.17	1.343	-5.00	1.677	-0.334	-19.94	-13.74
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	12/02/24	prc diff	⇓ Δ20	∅-RS
		Carso	5.067	12/08/24	-1.65	5.658	-10.45	7.046	-1.387	-19.69	-12.74
	S	WalMex	2.694	12/08/24	0.50	2.689	0.18	3.308	-0.619	-18.72	-12.70
	S	Vesta	2.418	12/08/24	-0.23	2.381	1.57	2.917	-0.536	-18.37	-15.63
	S	Banco del Bajio	2.239	12/08/24	0.64	2.402	-6.79	3.141	-0.739	-23.54	-10.07
	S	Regional	5.461	12/08/24	-0.39	5.949	-8.20	7.650	-1.701	-22.23	-9.60
	S	Banorte	5.926	12/08/24	0.58	6.300	-5.94	8.535	-2.235	-26.19	-14.25
		Televisa	0.334	12/08/24	-1.15	0.428	-22.01	0.485	-0.057	-11.80	-16.85
	S	Kimberly-Clark	1.468	12/08/24	-1.01	1.345	9.18	1.783	-0.439	-24.60	-20.68
	S	Alfa	0.451	12/08/24	1.65	0.458	-1.41	0.627	-0.169	-27.02	-16.09
		Bimbo	2.941	12/08/24	-0.84	2.873	2.35	3.659	-0.785	-21.46	-21.25
	S	Orbia Advance	0.902	12/08/24	-3.23	1.096	-17.73	1.562	-0.466	-29.82	-30.43
IPC - 35 out of 35 instruments rated - 1/07/24 / 12/02/24 - 5 did rise, Market-Ratio(20) in GBP = 14.29 %
Stock Exchange Currency: MXN $ Mexican peso

Technical Chart

	IPC RS = 20 - B/S = 34/79

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

Transactions IPC Mexico in Pound sterling * S20 - 34/79 (2)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		26/06/06	175		- cash -
short	26/06/06	3/07/06	7		Alfa	50	19,376	0.258	0.274	0.242	-0.016	-6	9,687	-97
					Inbursa	50	12,719	0.393	0.403	0.383	-0.010	-3	9,561	-74
100							-4						-90
3/07/06		19/11/07	504		- cash -
	19/11/07	1/06/09	560		Alsea	50	7,895	0.606	0.332	1.106	0.500	83	13,510	48
					Cemex	50	3,798	1.259	0.672	2.359	1.100	87	17,689	51
100							85						49
1/06/09		25/04/11	693		- cash -
	25/04/11	26/12/11	245		Cemex	50	17,048	0.519	0.352	0.765	0.246	47	21,885	78
					Banco Santander MX	50	11,223	0.788	0.695	0.893	0.105	13	23,064	21
100							30						48
26/12/11		24/06/13	546		- cash -
	24/06/13	16/06/14	357		Elektra	50	563	20.474	15.531	26.989	6.515	32	26,732	33
					Peñoles	50	599	19.248	14.302	25.903	6.655	35	30,719	35
100							33						34
16/06/14		1/12/14	168		- cash -
	1/12/14	4/05/15	154		Alpek	50	16,406	0.936	0.912	0.961	0.024	3	31,119	6
					Genomma Lab	50	11,817	1.300	0.772	2.187	0.888	68	41,609	243
100							35						105
4/05/15		21/11/16	567		- cash -
	21/11/16	10/04/17	140		Alfa	50	22,353	0.931	1.155	0.706	-0.225	-24	36,584	-51
					Lala	50	16,660	1.249	1.463	1.034	-0.214	-17	33,012	-39
100							-21						-45
10/04/17		16/10/17	189		- cash -
	16/10/17	6/01/20	812		Alfa	50	21,496	0.768	0.667	0.884	0.116	15	35,500	7
					Volaris	50	19,827	0.833	0.800	0.866	0.034	4	36,172	2
100							10						4
6/01/20		9/03/20	63		- cash -
	9/03/20	17/08/20	161		Alfa	50	43,337	0.417	0.512	0.323	-0.095	-23	32,075	-44
					Alpek	50	44,174	0.409	0.622	0.197	-0.213	-52	22,669	-81
100							-37						-65
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
17/08/20		20/06/22	672		- cash -
	20/06/22	16/01/23	210		Cemex	50	39,075	0.290	0.416	0.164	-0.126	-43	17,743	-63
					Volaris	50	13,025	0.870	0.833	0.909	0.039	4	18,246	8
100							-20						-31
16/01/23		21/08/23	217		- cash -
	21/08/23	19/02/24	182		Televisa	50	12,646	0.721	0.533	0.977	0.255	35	21,475	84
					Volaris	50	12,010	0.760	0.594	0.972	0.212	28	24,022	64
100							32						74
19/02/24		1/07/24	133		- cash -
	1/07/24	12/08/24	42		Bimbo	50	4,180	2.873	2.941	2.806	-0.067	-2	23,740	-19
					Orbia Advance	50	10,958	1.096	0.902	1.332	0.236	22	26,329	445
100							10						122
accum	26/06/06	12/08/24	3252	days out of 7179 invested (45%)							163		26,329	11

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Alsea	short	19/11/07	1/06/09	560	0.61	0.33	1.11	0.50	82.61	50	41.30	41.30
Cemex		19/11/07	1/06/09	560	1.26	0.67	2.36	1.10	87.41		43.70
		25/04/11	26/12/11	245	0.52	0.35	0.76	0.25	47.44		23.72
		20/06/22	16/01/23	210	0.29	0.42	0.16	-0.13	-43.46		-21.73	39.16
Genomma Lab		1/12/14	4/05/15	154	1.30	0.77	2.19	0.89	68.29		34.15	34.15
Volaris		16/10/17	6/01/20	812	0.83	0.80	0.87	0.03	4.07		2.04
		20/06/22	16/01/23	210	0.87	0.83	0.91	0.04	4.43		2.22
		21/08/23	19/02/24	182	0.76	0.59	0.97	0.21	27.92		13.96	18.86
Televisa		21/08/23	19/02/24	182	0.72	0.53	0.98	0.26	35.40		17.70	17.70
Peñoles		24/06/13	16/06/14	357	19.25	14.30	25.90	6.66	34.58		17.29	17.29
Elektra		24/06/13	16/06/14	357	20.47	15.53	26.99	6.51	31.82		15.91	15.91
Orbia Advance		1/07/24	12/08/24	42	1.10	0.90	1.33	0.24	21.55		10.78	10.78
Banco Santander MX		25/04/11	26/12/11	245	0.79	0.70	0.89	0.11	13.34		6.67	6.67
Bimbo		1/07/24	12/08/24	42	2.87	2.94	2.81	-0.07	-2.35		-1.17	-1.17
Inbursa		26/06/06	3/07/06	7	0.39	0.40	0.38	-0.01	-2.52		-1.26	-1.26
Lala		21/11/16	10/04/17	140	1.25	1.46	1.03	-0.21	-17.17		-8.59	-8.59
Alfa		26/06/06	3/07/06	7	0.26	0.27	0.24	-0.02	-6.26		-3.13
		21/11/16	10/04/17	140	0.93	1.16	0.71	-0.22	-24.15		-12.08
		16/10/17	6/01/20	812	0.77	0.67	0.88	0.12	15.08		7.54
		9/03/20	17/08/20	161	0.42	0.51	0.32	-0.09	-22.65		-11.33	-18.78
Alpek		1/12/14	4/05/15	154	0.94	0.91	0.96	0.02	2.61		1.30
		9/03/20	17/08/20	161	0.41	0.62	0.20	-0.21	-52.01		-26.00	-25.04

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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