Share-o-matic - Assessment nx-25 (nx-25 - Natur-Aktienindex)

Assessment - nx-25 - Natur-Aktienindex in Japanese yen - 1/07/24 - RS = 32

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	20/11/23	prc diff	⇓ Δ32	⇓∅-RS
	L	SOM Price Index	151,849.613	12/08/24	-0.26	154,978.017	-2.02	119,166.110	35,811.907	30.05	23.50
		Cdn Nat Railway	17,895.531	12/08/24	-0.01	19,007.829	-5.85	17,010.190	1,997.639	11.74	6.53
		Deckers Outdoor	148,373.823	12/08/24	3.15	152,897.908	-2.96	93,360.204	59,537.704	63.77	52.89
	L	eBay	9,017.470	12/08/24	-1.26	8,511.742	5.94	5,850.956	2,660.786	45.48	26.78
		Encompass Health	14,034.357	12/08/24	1.33	13,791.996	1.76	9,631.460	4,160.535	43.20	30.10
	L	Eramet	12,538.834	12/08/24	5.24	16,932.192	-25.95	12,024.059	4,908.133	40.82	42.85
	L	First Solar	35,421.968	12/08/24	3.51	35,984.247	-1.56	23,624.812	12,359.435	52.32	41.66
	L	Geberit	93,479.927	12/08/24	-0.72	94,624.288	-1.21	80,105.441	14,518.846	18.12	15.21
	L	INIT Innov. in Traff	6,585.704	12/08/24	-3.55	6,880.328	-4.28	4,981.628	1,898.700	38.11	37.54
	S	Intel	3,128.081	12/08/24	-1.78	4,982.956	-37.22	6,635.533	-1,652.577	-24.90	-10.97
		Interface	2,635.279	12/08/24	-0.79	2,354.140	11.94	1,503.896	850.244	56.54	37.19
	L	Kurita Water	5,634.000	9/08/24	-9.14	6,864.000	-17.92	4,960.000	1,904.000	38.39	19.82
	L	L'Occitane	682.834	29/07/24	0.72	671.049	1.76	364.292	306.757	84.21	46.26
	L	LTC Properties	5,800.523	12/08/24	-0.22	5,564.624	4.24	4,869.123	695.501	14.28	14.81
	L	Mayr-Melnhof	17,954.709	12/08/24	1.17	19,202.526	-6.50	19,147.624	54.902	0.29	-1.14
		MillerKnoll	4,385.131	12/08/24	-3.49	4,275.260	2.57	3,826.481	448.779	11.73	23.31
		Oatly	142.961	12/08/24	1.57	148.939	-4.01	116.085	32.855	28.30	-3.09
	L	Ormat Technologies	11,586.504	12/08/24	-1.10	11,180.952	3.63	9,790.155	1,390.797	14.21	7.24
	S	Severn Trent	513,508.224	12/08/24	-0.63	488,997.091	5.01	493,502.743	-4,505.651	-0.91	4.16
	L	Shimano	27,080.000	9/08/24	-0.48	25,065.000	8.04	22,445.000	2,620.000	11.67	12.58
	L	Sprouts	15,540.231	12/08/24	-0.10	13,502.777	15.09	6,135.718	7,367.060	120.07	87.20
		Tesla Motors	31,909.339	12/08/24	-1.26	33,908.015	-5.89	34,942.594	-1,034.579	-2.96	7.26
		Tomra Systems	2,394.694	12/08/24	0.13	1,992.046	20.21	1,455.033	537.013	36.91	11.90
	L	Umweltbank	977.457	12/08/24	-1.40	1,105.705	-11.60	1,281.917	-176.212	-13.75	-12.39
	L	Verbund	13,318.720	12/08/24	1.52	13,128.081	1.45	13,890.141	-762.060	-5.49	8.60
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	20/11/23	prc diff	⇓ Δ32	⇓∅-RS
		Vestas Wind Systems	3,538.240	12/08/24	-7.76	3,767.151	-6.08	3,918.327	-151.176	-3.86	-1.45
nx-25 - 25 out of 25 instruments rated - 1/07/24 / 20/11/23 - 19 did rise, Market-Ratio(32) in JPY = 76.00 %

Technical Chart

	nx-25 RS = 32 - B/S = 84/81

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

Transactions nx-25 - Natur-Aktienindex in Japanese yen * A32 - 84/81 (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		9/01/06	7		- cash -
long	9/01/06	16/01/06	7		INIT Innov. in Traff	100	9	1,029.414	1,067.605		38.191	4	10,344	568
short	16/01/06	30/01/06	14		MillerKnoll	100	3	3,367.198	3,530.373	3,204.022	-163.175	-5	9,854	-73
long	30/01/06	13/02/06	14		Ormat Technologies	100	2	4,048.787	5,116.153		1,067.366	26	11,989	44,501
short	13/02/06	10/04/06	56		Boiron	100	4	2,413.504	2,546.290	2,280.718	-132.786	-6	11,458	-31
long	10/04/06	17/04/06	7		Interface	100	6	1,706.947	1,693.031		-13.917	-1	11,374	-35
short	17/04/06	1/05/06	14		Boiron	100	4	2,556.423	2,514.013	2,599.549	43.126	2	11,547	55
long	1/05/06	22/05/06	21		SunOpta	100	9	1,204.372	1,038.981		-165.391	-14	10,058	-92
short	22/05/06	29/05/06	7		eBay	100	7	1,399.358	1,574.982	1,223.734	-175.624	-13	8,829	-100
long	29/05/06	12/06/06	14		Umweltbank	100	15	562.559	490.922		-71.637	-13	7,754	-97
short	12/06/06	22/01/07	224		eBay	100	5	1,444.329	1,496.107	1,392.552	-51.778	-4	7,495	-6
long	22/01/07	12/02/07	21		Vestas Wind Systems	100	7	1,036.856	1,221.623		184.767	18	8,789	1,629
short	12/02/07	19/02/07	7		Whole Foods Market	100	3	2,732.691	2,750.770	2,714.612	-18.079	-1	8,735	-29
long	19/02/07	5/03/07	14		Vestas Wind Systems	100	7	1,231.162	1,071.108		-160.054	-13	7,614	-97
short	5/03/07	12/03/07	7		Whole Foods Market	100	2	2,708.431	2,705.555	2,711.311	2.879	0	7,620	6
long	12/03/07	26/03/07	14		Vestas Wind Systems	100	6	1,168.872	1,293.178		124.306	11	8,366	1,294
short	26/03/07	9/04/07	14		Whole Foods Market	100	3	2,679.371	2,671.520	2,687.245	7.874	0	8,389	8
long	9/04/07	23/04/07	14		Vestas Wind Systems	100	6	1,365.401	1,582.144		216.744	16	9,690	4,558
short	23/04/07	30/04/07	7		Whole Foods Market	100	3	2,834.740	2,798.044	2,871.917	37.177	1	9,801	97
long	30/04/07	14/05/07	14		Vestas Wind Systems	100	6	1,573.679	1,655.983		82.305	5	10,295	278
short	14/05/07	13/07/09	791		Whole Foods Market	100	4	2,364.928	921.963	6,066.280	3,701.352	157	25,101	54
long	13/07/09	21/12/09	161		EnerNOC	100	14	1,765.244	2,525.965		760.721	43	35,751	125
short	21/12/09	4/03/13	1169		Vestas Wind Systems	100	34	1,051.000	131.403	8,406.214	7,355.215	700	285,828	91
long	4/03/13	22/04/13	49		EnerNOC	100	188	1,516.106	1,633.079		116.973	8	307,819	74
short	22/04/13	29/04/13	7		Kurita Water	100	15,593	19.740	19.870	19.610	-0.130	-1	305,792	-29
long	29/04/13	27/05/13	28		First Solar	100	66	4,564.173	5,243.242		679.068	15	350,610	510
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	27/05/13	23/02/15	637		Verbund	100	166	2,108.445	2,195.148	2,021.742	-86.703	-4	336,218	-2
long	23/02/15	9/03/15	14		Shimano	100	1,955	171.920	193.600		21.680	13	378,602	2,112
short	9/03/15	17/07/17	861		EnerNOC	100	267	1,413.715	867.573	2,303.656	889.941	63	616,216	23
long	17/07/17	31/07/17	14		Geox	100	1,527	403.528	436.077		32.549	8	665,918	656
short	31/07/17	26/10/20	1183		Boiron	100	64	10,336.594	4,967.548	21,508.633	11,172.040	108	1,380,929	25
long	26/10/20	18/01/21	84		Tesla Motors	100	94	14,685.491	28,548.249		13,862.757	94	2,684,028	1,697
short	18/01/21	25/01/21	7		Severn Trent	100	819	3,275.922	3,392.067	3,159.778	-116.145	-4	2,588,906	-85
long	25/01/21	1/03/21	35		Tesla Motors	100	85	30,457.009	23,276.866		-7,180.143	-24	1,978,594	-94
short	1/03/21	22/03/21	21		Severn Trent	100	610	3,238.516	3,369.264	3,107.769	-130.747	-4	1,898,838	-51
long	22/03/21	24/05/21	63		Tesla Motors	100	78	24,282.689	21,983.218		-2,299.471	-9	1,719,479	-44
short	24/05/21	14/06/21	21		Beyond Meat	100	134	12,750.782	16,664.351	8,837.213	-3,913.569	-31	1,195,061	-100
long	14/06/21	19/07/21	35		Interface	100	684	1,745.286	1,511.189		-234.097	-13	1,034,938	-78
short	19/07/21	12/08/24	1120		Ormat Technologies	100	143	7,187.444	11,586.504	2,788.385	-4,399.060	-61	405,873	-27
accum	9/01/06	12/08/24	7115	days out of 7122 invested (100%)							3,959		405,873	21

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Vestas Wind Systems	long	22/01/07	12/02/07	21	1,036.86	1,221.62		184.77	17.82
	long	19/02/07	5/03/07	14	1,231.16	1,071.11		-160.05	-13.00
	long	12/03/07	26/03/07	14	1,168.87	1,293.18		124.31	10.63
	long	9/04/07	23/04/07	14	1,365.40	1,582.14		216.74	15.87
	long	30/04/07	14/05/07	14	1,573.68	1,655.98		82.30	5.23
	short	21/12/09	4/03/13	1169	1,051.00	131.40	8,406.21	7,355.21	699.83	1,005.99
Whole Foods Market	short	12/02/07	19/02/07	7	2,732.69	2,750.77	2,714.61	-18.08	-0.66
	short	5/03/07	12/03/07	7	2,708.43	2,705.56	2,711.31	2.88	0.11
	short	26/03/07	9/04/07	14	2,679.37	2,671.52	2,687.25	7.87	0.29
	short	23/04/07	30/04/07	7	2,834.74	2,798.04	2,871.92	37.18	1.31
	short	14/05/07	13/07/09	791	2,364.93	921.96	6,066.28	3,701.35	156.51	159.19
EnerNOC	long	13/07/09	21/12/09	161	1,765.24	2,525.97		760.72	43.09
	long	4/03/13	22/04/13	49	1,516.11	1,633.08		116.97	7.72
	short	9/03/15	17/07/17	861	1,413.72	867.57	2,303.66	889.94	62.95	151.16
Boiron	short	13/02/06	10/04/06	56	2,413.50	2,546.29	2,280.72	-132.79	-5.50
	short	17/04/06	1/05/06	14	2,556.42	2,514.01	2,599.55	43.13	1.69
	short	31/07/17	26/10/20	1183	10,336.59	4,967.55	21,508.63	11,172.04	108.08	99.95
Tesla Motors	long	26/10/20	18/01/21	84	14,685.49	28,548.25		13,862.76	94.40
	long	25/01/21	1/03/21	35	30,457.01	23,276.87		-7,180.14	-23.57
	long	22/03/21	24/05/21	63	24,282.69	21,983.22		-2,299.47	-9.47	34.50
First Solar	long	29/04/13	27/05/13	28	4,564.17	5,243.24		679.07	14.88	14.88
Shimano	long	23/02/15	9/03/15	14	171.92	193.60		21.68	12.61	12.61
Geox	long	17/07/17	31/07/17	14	403.53	436.08		32.55	8.07	8.07
INIT Innov. in Traff	long	9/01/06	16/01/06	7	1,029.41	1,067.61		38.19	3.71	3.71
Kurita Water	short	22/04/13	29/04/13	7	19.74	19.87	19.61	-0.13	-0.66	-0.66
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Verbund	short	27/05/13	23/02/15	637	2,108.45	2,195.15	2,021.74	-86.70	-4.11	-4.11
MillerKnoll	short	16/01/06	30/01/06	14	3,367.20	3,530.37	3,204.02	-163.18	-4.85	-4.85
Severn Trent	short	18/01/21	25/01/21	7	3,275.92	3,392.07	3,159.78	-116.14	-3.55
	short	1/03/21	22/03/21	21	3,238.52	3,369.26	3,107.77	-130.75	-4.04	-7.44
Umweltbank	long	29/05/06	12/06/06	14	562.56	490.92		-71.64	-12.73	-12.73
SunOpta	long	1/05/06	22/05/06	21	1,204.37	1,038.98		-165.39	-13.73	-13.73
Interface	long	10/04/06	17/04/06	7	1,706.95	1,693.03		-13.92	-0.82
	long	14/06/21	19/07/21	35	1,745.29	1,511.19		-234.10	-13.41	-14.12
eBay	short	22/05/06	29/05/06	7	1,399.36	1,574.98	1,223.73	-175.62	-12.55
	short	12/06/06	22/01/07	224	1,444.33	1,496.11	1,392.55	-51.78	-3.58	-15.69
Beyond Meat	short	24/05/21	14/06/21	21	12,750.78	16,664.35	8,837.21	-3,913.57	-30.69	-30.69
Ormat Technologies	long	30/01/06	13/02/06	14	4,048.79	5,116.15		1,067.37	26.36
	short	19/07/21	12/08/24	1120	7,187.44	11,586.50	2,788.38	-4,399.06	-61.20	-50.98

Annotations

5/08/24	nx-25	Visa replaces L'Occitane
18/09/23	nx-25	Eramet replaces Boiron
25/08/22	Tesla Motors	stock split 1:3 (three for one)
18/08/22	nx-25	Oatly Group replaces Beyond Meat
27/05/22	Tomra Systems	stock split 1:2 (two for one)
31/05/21	nx-25	Canadian National Railway replaces Kansas City Southern due to upcoming merger
6/06/20	nx-25	Deckers Outdoor Corporation replaces Geox
7/02/20	nx-25	Beyond Meat replaces SunOpta
2/01/18	HealthSouth	renames herself Encompass Health Corporation and gets new IDs and ticker
18/09/17	Umweltbank	stock split 1:5 (five for one)
26/07/17	nx-25	LTC Properties and Sprouts Farmers Market replace EnerNOC (->Enel) and Whole Foods (-> Amazon)
1/06/17	nx-25	Intel replaces Ricoh due to national weight shifts in MSCI World
17/02/16	SOM Price Index	The nx-25 index is published by Öko-Invest Verlag, Vienna. The index provided on this site is an equal weighted price index calculated on Dollar basis starting in 2005 with an initial value of 100 (Share-o-matic standard for comparability reasons). Therefore the gradient differs from the original nx-25 index.
25/01/16	nx-25	complete analysis
	nx-25	HealthSouth replaces Keurig Green Mountain (2015-12-31)
	HealthSouth	recording started
17/08/15	nx-25	complete analysis
	nx-25	Gaiam replaced by eBay
20/07/15	eBay	spin-off of PayPal ratio 2790 : 3839
14/03/15	nx-25	first complete analysis


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