Share-o-matic - Portfolio

Sun, 16th Aug 2026, 17:32UTC

Assessment - Bayrischer Aktienindex in Dollar - 1/07/24 - RS = 23

		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	22/01/24	prc diff	⇓ Δ23	⇓∅-RS
		BAX	860.200	12/08/24	-0.03	903.753	-4.82	872.024	31.729	3.64	2.48
		Stemmer Imaging	51.593	12/08/24	-0.21	37.220	38.62	31.495	5.725	18.18	9.19
	L	AUTO1	8.715	12/08/24	0.18	6.811	27.95	4.457	2.354	52.81	12.40
		Atoss	145.662	12/08/24	0.74	118.632	22.78	124.237	-5.605	-4.51	-2.75
		Rational	929.425	12/08/24	1.40	826.990	12.39	806.452	20.538	2.55	11.95
		MTU Aero Engines	277.380	12/08/24	0.23	253.782	9.30	228.422	25.360	11.10	14.43
		Patrizia Immobilien	7.669	12/08/24	1.27	7.583	1.13	8.675	-1.091	-12.58	-14.41
	S	Siltronic	78.838	12/08/24	0.75	78.087	0.96	99.281	-21.194	-21.35	-9.67
	L	Siemens Energy	26.011	12/08/24	0.25	25.914	0.37	13.039	12.875	98.74	72.54
		Krones	126.355	12/08/24	0.68	126.784	-0.34	126.962	-0.178	-0.14	7.34
		CTS Eventim	82.592	12/08/24	-0.32	83.021	-0.52	64.625	18.396	28.47	17.82
		Morphosys	72.134	2/08/24		72.509	-0.52	36.421	36.088	99.09	85.60
	L	SFC Energy	21.045	12/08/24	-0.71	21.174	-0.61	20.445	0.729	3.57	-1.95
		Adtran Networks	20.487	12/08/24		20.744	-1.24	21.850	-1.106	-5.06	-4.08
		Synlab	11.863	12/08/24	1.10	12.013	-1.25	12.871	-0.857	-6.66	7.65
	S	Medigene	1.180	12/08/24	0.46	1.196	-1.35	1.569	-0.373	-23.79	-31.96
		Hensoldt	37.156	12/08/24	0.99	37.756	-1.59	30.144	7.612	25.25	13.60
	L	Dermapharm	37.703	12/08/24	0.29	38.400	-1.82	42.786	-4.386	-10.25	-8.68
		Allianz	274.483	12/08/24		281.563	-2.51	272.287	9.276	3.41	8.93
		Adidas	227.824	12/08/24	-1.03	235.440	-3.23	181.604	53.836	29.64	16.60
		Scout24	73.528	12/08/24	0.51	75.995	-3.25	72.537	3.458	4.77	8.61
	L	Deutsche Pfandbrief	5.303	12/08/24	0.20	5.529	-4.09	6.283	-0.753	-11.99	-10.00
		Nemetschek	93.747	12/08/24	0.52	99.056	-5.36	93.810	5.246	5.59	22.98
	L	Münchener Rück	471.095	12/08/24	1.01	500.806	-5.93	434.176	66.630	15.35	18.69
		Siemens Healthineers	53.931	12/08/24	0.08	57.750	-6.61	55.994	1.756	3.14	4.66
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	22/01/24	prc diff	⇓ Δ23	⇓∅-RS
	L	WashTec	39.043	12/08/24	-0.27	41.939	-6.91	35.310	6.630	18.78	11.04
		Wacker Neuson	15.060	12/08/24	-0.28	16.197	-7.02	18.548	-2.352	-12.68	-17.85
	L	Cancom	32.565	12/08/24	-0.52	35.032	-7.04	32.040	2.992	9.34	18.79
	L	Steico	28.800	12/08/24	0.56	31.106	-7.41	32.803	-1.697	-5.17	-3.24
	S	Sixt	65.162	12/08/24	-2.49	71.222	-8.51	101.842	-30.620	-30.07	-27.53
		Mutares	33.519	12/08/24	0.16	37.434	-10.46	37.544	-0.109	-0.29	13.97
		Siemens	168.616	12/08/24	0.01	189.982	-11.25	178.073	11.909	6.69	12.73
	S	BMW	84.716	12/08/24	-0.90	95.613	-11.40	101.689	-6.076	-5.97	-11.56
	L	Umweltbank	6.050	12/08/24	-1.40	6.843	-11.60	8.980	-2.137	-23.79	-19.11
	L	Infineon	32.479	12/08/24	0.36	36.861	-11.89	37.767	-0.906	-2.40	1.07
		Pro7-Sat1	6.243	12/08/24	0.17	7.176	-13.00	6.007	1.169	19.46	1.66
		Traton	28.639	12/08/24		32.929	-13.03	24.259	8.670	35.74	33.45
	S	Vitesco Technologies	55.830	12/08/24	-0.10	64.196	-13.03	91.707	-27.510	-30.00	-22.35
	S	Schaeffler	4.983	12/08/24	0.17	5.733	-13.08	6.081	-0.348	-5.72	-6.37
		7C Solarparken	2.451	12/08/24	0.88	2.955	-17.06	3.733	-0.777	-20.83	-18.08
		Wacker Chemie	90.164	12/08/24	-0.33	109.032	-17.30	104.294	4.738	4.54	-11.13
	L	Knaus Tabbert	34.377	12/08/24	-1.69	42.047	-18.24	45.390	-3.343	-7.37	-15.56
	L	Puma	37.338	12/08/24	-0.29	46.863	-20.33	46.208	0.655	1.42	-12.52
	L	Koenig & Bauer	10.265	12/08/24	-4.20	14.566	-29.53	12.707	1.859	14.63	6.25
	S	BayWa	14.802	12/08/24	0.44	21.560	-31.34	31.059	-9.500	-30.59	-31.14
BAX - 44 out of 43 instruments rated - 1/07/24 / 22/01/24 - 23 did rise, Market-Ratio(23) in USD = 52.27 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	BAX RS = 23 - B/S = 27/38

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

Transactions Bayrischer Aktienindex in Dollar * S23 - 27/38 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		7/08/06	217		- cash -
short	7/08/06	18/09/06	42		KUKA	100	479	20.842	18.970	22.899	2.057	10	10,985	127
18/09/06		26/11/07	434		- cash -
	26/11/07	5/05/08	161		Patrizia Immobilien	100	1,272	8.633	5.661	13.167	4.534	53	16,752	160
5/05/08		12/05/08	7		- cash -
	12/05/08	23/06/08	42		Pro7-Sat1	100	1,101	15.203	9.583	24.121	8.917	59	26,570	5,421
23/06/08		14/07/08	21		- cash -
	14/07/08	6/04/09	266		Pro7-Sat1	100	3,157	8.415	2.144	33.026	24.611	292	104,266	553
6/04/09		8/08/11	854		- cash -
	8/08/11	16/01/12	161		Phoenix Solar	100	5,605	18.599	2.903	119.170	100.571	541	667,965	6,642
16/01/12		13/10/14	1001		- cash -
	13/10/14	24/11/14	42		Phoenix Solar	100	264,892	2.522	2.102	3.025	0.503	20	801,248	386
24/11/14		24/08/15	273		- cash -
	24/08/15	31/08/15	7		Grammer	100	34,837	22.999	23.957	22.042	-0.957	-4	767,901	-89
31/08/15		15/10/18	1141		- cash -
	15/10/18	18/03/19	154		Osram Licht	100	20,619	37.242	42.961	31.523	-5.719	-15	649,983	-33
18/03/19		9/03/20	357		- cash -
	9/03/20	8/06/20	91		Leoni	100	80,862	8.038	9.819	6.257	-1.781	-22	505,944	-63
8/06/20		24/01/22	595		- cash -
	24/01/22	15/08/22	203		Morphosys	100	17,544	28.838	24.458	34.003	5.165	18	596,559	34
15/08/22		22/08/22	7		- cash -
	22/08/22	21/11/22	91		Koenig & Bauer	100	48,271	12.358	15.763	8.954	-3.404	-28	432,238	-73
21/11/22		25/09/23	308		- cash -
	25/09/23	4/12/23	70		Steico	100	15,845	27.277	32.001	22.554	-4.724	-17	357,391	-63
4/12/23		16/08/26	986		- cash -
accum	7/08/06	4/12/23	1330	days out of 7531 invested (18%)							3,474		357,391	167

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Phoenix Solar	short	8/08/11	16/01/12	161	18.60	2.90	119.17	100.57	540.73
		13/10/14	24/11/14	42	2.52	2.10	3.02	0.50	19.95	668.58
Pro7-Sat1		12/05/08	23/06/08	42	15.20	9.58	24.12	8.92	58.65
		14/07/08	6/04/09	266	8.42	2.14	33.03	24.61	292.45	522.64
Patrizia Immobilien		26/11/07	5/05/08	161	8.63	5.66	13.17	4.53	52.52	52.52
Morphosys		24/01/22	15/08/22	203	28.84	24.46	34.00	5.16	17.91	17.91
KUKA		7/08/06	18/09/06	42	20.84	18.97	22.90	2.06	9.87	9.87
Grammer		24/08/15	31/08/15	7	23.00	23.96	22.04	-0.96	-4.16	-4.16
Osram Licht		15/10/18	18/03/19	154	37.24	42.96	31.52	-5.72	-15.36	-15.36
Steico		25/09/23	4/12/23	70	27.28	32.00	22.55	-4.72	-17.32	-17.32
Leoni		9/03/20	8/06/20	91	8.04	9.82	6.26	-1.78	-22.16	-22.16
Koenig & Bauer		22/08/22	21/11/22	91	12.36	15.76	8.95	-3.40	-27.55	-27.55

Annotations

12/08/24	Morphosys	acquired by Novartis
28/06/19	Nemetschek	splits1:3 (three for one)
11/06/19	Puma	splits 1:10 (ten for one)
16/07/18	Cancom	stock split 1:2 (another one for one)
18/09/17	Umweltbank	stock split 1:5 (five for one)
20/03/17	BAX	GFK drops out (acquired by KKR)
16/12/16	Medigene	return
10/10/16	Chorus	acquired by Capital Stage - deletion
4/06/16	Schaeffler	moves from SDAX to MDAX (2016-06-20)
10/03/16	WashTec	recording started (SDAX)
9/03/16	Pro7-Sat1	moves from MDAX to DAX
8/02/16	BayX40	complete analysis
21/12/15	Scout24	entry (SDAX)
	Schaeffler	entry (SDAX)
	Siltronic	recording started
4/09/15	Deutsche Pfandbrief	recording started (MDAX)
30/06/15	Nemetschek	stock split 1:4 (four for one)
21/06/15	Koenig & Bauer	returns to SDAX
	Adva	returns to TecDAX
1/04/15	CTS Eventim	promotion from SDAX to MDAX replacing TUI


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