Share-o-matic - Portfolio

Mon, 9th Nov 2026, 9:20UTC

Assessment - Photon Photovoltaik-Aktienindex in Swiss Franc - 1/07/24 - RS = mixed

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	∅-RS
	L	SOM Price Index	2,210.501	12/08/24	-1.07	2,339.115	-5.50	3,093.229	-754.114	-24.38	-20.43
	L	First Solar	198.102	12/08/24	3.51	201.247	-1.56	144.313	56.934	39.45	32.69
	L	Nextracker	35.223	12/08/24	-2.01	41.675	-15.48	39.211	2.464	6.28	6.86
	L	Neoen	37.200	12/08/24	-0.10	36.192	2.79	28.083	8.109	28.87	37.14
	L	Grenergy Renovables	33.391	12/08/24	1.32	33.391		31.756	1.635	5.15	31.52
	L	Scatec	7.162	12/08/24	-1.46	7.272	-1.51	6.795	0.477	7.01	22.93
		Encavis	16.477	12/08/24		16.380	0.59	14.459	1.922	13.29	20.44
	L	Sino-American Sili	5.214	12/08/24	0.80	6.156	-15.32	5.349	0.807	15.09	21.23
	L	Voltalia	9.867	12/08/24	-0.97	8.898	10.89	9.664	-0.766	-7.93	-1.41
	L	GCL Poly Energy	0.132	12/08/24		0.134	-1.72	0.133	0.001	0.95	-6.02
		ReNew Energy Global	5.313	12/08/24	-0.84	5.494	-3.29	6.417	-0.922	-14.38	1.79
	L	Enphase Energy	98.595	12/08/24	1.16	87.887	12.18	110.689	-22.802	-20.60	-15.88
	L	Enlight Renewable	1,449.816	12/08/24	-3.23	1,347.686	7.58	1,630.125	-282.439	-17.33	-9.56
	L	Sunrun	15.660	12/08/24	-3.13	9.863	58.77	16.443	-6.580	-40.02	-15.85
		West Holdings	11.979	9/08/24	-1.38	13.898	-13.80	18.268	-4.370	-23.92	-20.09
	L	Solaria Energía	10.710	12/08/24	1.47	11.243	-4.74	17.260	-6.016	-34.86	-9.85
	L	United Renewable	0.313	12/08/24	0.89	0.367	-14.72	0.401	-0.034	-8.41	-5.16
	S	Flat Glass	1.351	12/08/24	-3.63	1.331	1.57	1.413	-0.083	-5.84	-28.66
		Altus Power	2.657	12/08/24	-6.96	3.371	-21.18	5.721	-2.351	-41.09	-27.88
		Xinyi Solar	0.408	12/08/24	0.28	0.455	-10.18	0.489	-0.034	-7.00	-24.15
	L	JinkoSolar	17.033	12/08/24	-3.48	18.588	-8.36	30.943	-12.356	-39.93	-29.33
	L	Xinte Energy	0.872	12/08/24	1.62	0.937	-6.91	1.173	-0.236	-20.10	-25.80
	L	Array Tech	6.353	12/08/24	-0.99	8.648	-26.54	14.073	-5.425	-38.55	-38.33
		Daqo New Energy	14.512	12/08/24	-4.74	12.931	12.23	22.282	-9.351	-41.97	-42.51
	L	Canadian Solar	11.928	12/08/24	-2.51	12.660	-5.78	21.972	-9.312	-42.38	-35.80
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	∅-RS
		BCPG	0.137	9/08/24		0.154	-11.20	0.215	-0.061	-28.28	-23.95
	S	SMA Solar	21.227	12/08/24	-1.26	25.666	-17.30	56.156	-30.491	-54.30	-54.02
	L	SunPower	0.181	12/08/24	-4.76	2.449	-92.62	4.046	-1.597	-39.47	-31.31
	L	Sunnova Energy	5.982	12/08/24	-4.47	4.726	26.58	12.774	-8.048	-63.00	-34.64
	S	Shoals Technologies	4.636	12/08/24	0.20	5.521	-16.04	13.017	-7.496	-57.59	-53.15
	S	SolarEdge	19.374	12/08/24	1.13	21.660	-10.55	78.406	-56.746	-72.37	-70.52
PPVX - 30 out of 30 instruments rated - 1/07/24 / 1/01/24 - 8 did rise, Market-Ratio(26) in CHF = 26.67 %

Drawing of market charts for mixed techniques is really a worry to me.

Transactions Photon Photovoltaik-Aktienindex in Swiss Franc * Mixed Straddles L24 - 84/79 (1) - S45 - 40/47 (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		16/01/06	14		- cash -
short	16/01/06	23/01/06	7		Beijing Energy	100	346,550	0.029	0.026	0.032	0.003	9	10,916	9,570
23/01/06		24/07/06	182		- cash -
	24/07/06	7/08/06	14		Beijing Energy	100	490,013	0.022	0.022	0.023	0.000	1	11,025	30
7/08/06		27/11/06	112		- cash -
long	27/11/06	11/12/06	14		Encavis	100	3,635	3.033	3.047		0.014	0	11,078	13
11/12/06		25/12/06	14		- cash -
short	25/12/06	1/01/07	7		Beijing Energy	100	504,424	0.022	0.022	0.022	0.000	0	11,097	10
1/01/07		8/01/07	7		- cash -
	8/01/07	22/01/07	14		Motech Industries	100	588	18.854	21.604	16.104	-2.750	-15	9,480	-98
22/01/07		19/03/07	56		- cash -
long	19/03/07	23/04/07	35		Beijing Energy	100	270,239	0.035	0.044		0.009	26	11,901	971
23/04/07		28/05/07	35		- cash -
	28/05/07	23/07/07	56		Beijing Energy	100	151,621	0.078	0.551		0.473	602	83,568	> 999,999
23/07/07		15/10/07	84		- cash -
	15/10/07	26/11/07	42		Beijing Energy	100	224,934	0.372	0.296		-0.076	-20	66,579	-86
26/11/07		3/12/07	7		- cash -
	3/12/07	24/12/07	21		Beijing Energy	100	234,932	0.283	0.276		-0.008	-3	64,785	-38
24/12/07		28/07/08	217		- cash -
short	28/07/08	31/08/09	399		JA Solar Energy	100	808	80.110	18.651	344.090	263.980	330	278,080	279
long	4/05/09	15/06/09	42		GCL Poly Energy	100	1,710,454	0.163	0.348		0.186	114	595,566	74,796
31/08/09		31/05/10	273		- cash -
short	31/05/10	28/06/10	28		SunPower	100	41,939	14.201	14.044	14.360	0.159	1	602,228	16
28/06/10		1/11/10	126		- cash -
long	1/11/10	6/12/10	35		Beijing Energy	100	2,990,312	0.201	0.204		0.003	1	611,154	17
6/12/10		13/12/10	7		- cash -
	13/12/10	27/12/10	14		Beijing Energy	100	2,946,662	0.207	0.190		-0.018	-9	558,876	-90
27/12/10		11/07/11	196		- cash -
short	11/07/11	4/03/13	602		REC Silicon	100	45,647	12.243	1.589	94.322	82.079	670	4,305,540	245
long	14/01/13	25/02/13	42		SFCE	100	63,000,070	0.068	0.146		0.078	114	9,192,596	72,801
4/03/13		25/03/13	21		- cash -
short	25/03/13	13/05/13	49		Meyer Burger	100	1,282,091	7.170	6.300	8.160	0.990	14	10,461,994	162
long	15/04/13	24/06/13	70		SFCE	100	86,693,982	0.121	0.132		0.011	9	11,419,615	58
24/06/13		2/09/13	70		- cash -
	2/09/13	24/03/14	203		SFCE	100	27,290,514	0.418	0.952		0.534	127	25,979,489	338
24/03/14		31/03/14	7		- cash -
	31/03/14	7/04/14	7		SFCE	100	25,180,509	1.032	1.005		-0.026	-3	25,312,241	-74
7/04/14		13/10/14	189		- cash -
short	13/10/14	20/10/14	7		SMA Solar	100	1,181,145	21.430	23.183	19.678	-1.752	-8	23,242,461	-99
20/10/14		10/11/14	21		- cash -
	10/11/14	30/03/15	140		SMA Solar	100	1,018,810	22.813	12.352	42.133	19.320	85	42,925,949	395
30/03/15		4/05/15	35		- cash -
	4/05/15	26/10/15	175		SFCE	100	68,019,906	0.631	0.331	1.203	0.572	91	81,827,947	284
26/10/15		16/11/15	21		- cash -
	16/11/15	30/11/15	14		TerraForm Power	100	6,172,067	13.258	7.099	24.759	11.501	87	153m	> 999,999
30/11/15		11/01/16	42		- cash -
	11/01/16	4/07/16	175		TerraForm Power	100	15,258,938	10.015	10.621	9.408	-0.606	-6	144m	-12
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
4/07/16		11/07/16	7		- cash -
	11/07/16	31/07/17	385		SFCE	100	1100,537,038	0.130	0.053	0.324	0.193	148	356m	137
31/07/17		16/07/18	350		- cash -
	16/07/18	22/04/19	280		Beijing Energy	100	5190,321,767	0.069	0.043	0.109	0.040	58	563m	82
long	8/04/19		14		Enphase Energy	100	55,066,450	10.227	9.421		-0.805	-8	519m	-88
22/04/19		10/06/19	49		- cash -
	10/06/19	24/06/19	14		Enphase Energy	100	32,389,500	16.018	17.009		0.992	6	551m	379
24/06/19		16/03/20	266		- cash -
short	16/03/20	30/03/20	14		Meyer Burger	100	3677,713,596	0.150	0.165	0.135	-0.015	-10	495m	-94
30/03/20		31/08/20	154		- cash -
long	31/08/20	8/10/20	38		Vivint Solar	100	17,748,792	27.870	39.426		11.556	41	700m	2,699
8/10/20		12/10/20	4		- cash -
	12/10/20	29/03/21	168		Sunrun	100	12,070,882	57.971	48.680		-9.292	-16	588m	-32
29/03/21		1/11/21	217		- cash -
	1/11/21	8/11/21	7		GCL Poly Energy	100	1394,317,159	0.421	0.317		-0.105	-25	442m	-100
8/11/21		22/11/21	14		- cash -
short	22/11/21	21/03/22	119		Scatec	100	26,058,223	16.944	14.571	19.703	2.759	16	513m	59
21/03/22		25/04/22	35		- cash -
	25/04/22	8/08/22	105		Shoals Technologies	100	51,420,685	9.985	22.708	0.000	-9.985	-100	4	-100
8/08/22		12/09/22	35		- cash -
	12/09/22	21/11/22	70		Azure Power Global	100	0	5.287	5.090	5.491	0.204	4	4	0
21/11/22		6/02/23	77		- cash -
	6/02/23	6/03/23	28		ReNew Energy Global	100	0	5.188	4.237	6.353	1.165	22	4	0
6/03/23		3/04/23	28		- cash -
	3/04/23	12/08/24	497		SunPower	100	0	12.433	0.181	855.320	842.887	6,779	4	0
accum	16/01/06	12/08/24	4644	days out of 7616 invested (61%)							-100		4	-46

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
SunPower	short	31/05/10	28/06/10	28	14.20	14.04	14.36	0.16	1.12
	short	3/04/23	12/08/24	497	12.43	0.18	855.32	842.89	6,779.46	6,856.41
SFCE	long	14/01/13	25/02/13	42	0.07	0.15		0.08	113.51
	long	15/04/13	24/06/13	70	0.12	0.13		0.01	9.15
	long	2/09/13	24/03/14	203	0.42	0.95		0.53	127.50
	long	31/03/14	7/04/14	7	1.03	1.01		-0.03	-2.57
	short	4/05/15	26/10/15	175	0.63	0.33	1.20	0.57	90.63
	short	11/07/16	31/07/17	385	0.13	0.05	0.32	0.19	148.00	2,342.04
Beijing Energy	short	16/01/06	23/01/06	7	0.03	0.03	0.03	0.00	9.16
	short	24/07/06	7/08/06	14	0.02	0.02	0.02	0.00	1.00
	short	25/12/06	1/01/07	7	0.02	0.02	0.02	0.00	0.18
	long	19/03/07	23/04/07	35	0.04	0.04		0.01	25.53
	long	28/05/07	23/07/07	56	0.08	0.55		0.47	602.20
	long	15/10/07	26/11/07	42	0.37	0.30		-0.08	-20.33
	long	3/12/07	24/12/07	21	0.28	0.28		-0.01	-2.70
	long	1/11/10	6/12/10	35	0.20	0.20		0.00	1.48
	long	13/12/10	27/12/10	14	0.21	0.19		-0.02	-8.55
	short	16/07/18	22/04/19	280	0.07	0.04	0.11	0.04	58.18	1,007.94
REC Silicon	short	11/07/11	4/03/13	602	12.24	1.59	94.32	82.08	670.40	670.40
JA Solar Energy	short	28/07/08	31/08/09	399	80.11	18.65	344.09	263.98	329.52	329.52
TerraForm Power	short	16/11/15	30/11/15	14	13.26	7.10	24.76	11.50	86.75
	short	11/01/16	4/07/16	175	10.01	10.62	9.41	-0.61	-6.06	75.44
SMA Solar	short	13/10/14	20/10/14	7	21.43	23.18	19.68	-1.75	-8.18
	short	10/11/14	30/03/15	140	22.81	12.35	42.13	19.32	84.69	69.59
GCL Poly Energy	long	4/05/09	15/06/09	42	0.16	0.35		0.19	114.17
	long	1/11/21	8/11/21	7	0.42	0.32		-0.10	-24.86	60.93
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Vivint Solar	long	31/08/20	8/10/20	38	27.87	39.43		11.56	41.47	41.47
ReNew Energy Global	short	6/02/23	6/03/23	28	5.19	4.24	6.35	1.16	22.45	22.45
Scatec	short	22/11/21	21/03/22	119	16.94	14.57	19.70	2.76	16.28	16.28
Azure Power Global	short	12/09/22	21/11/22	70	5.29	5.09	5.49	0.20	3.86	3.86
Meyer Burger	short	25/03/13	13/05/13	49	7.17	6.30	8.16	0.99	13.81
	short	16/03/20	30/03/20	14	0.15	0.17	0.13	-0.02	-10.21	2.18
Encavis	long	27/11/06	11/12/06	14	3.03	3.05		0.01	0.47	0.47
Enphase Energy	long	8/04/19	22/04/19	14	10.23	9.42		-0.81	-7.87
	long	10/06/19	24/06/19	14	16.02	17.01		0.99	6.19	-2.17
Motech Industries	short	8/01/07	22/01/07	14	18.85	21.60	16.10	-2.75	-14.59	-14.59
Sunrun	long	12/10/20	29/03/21	168	57.97	48.68		-9.29	-16.03	-16.03
Shoals Technologies	short	25/04/22	8/08/22	105	9.98	22.71	0.00	-9.98	-100.00	-100.00

Annotations

22/04/24	PPVX	Voltalia replaces Meyer Burger
13/11/23	PPVX	Altus Power replaces Maxeon
10/02/23	PPVX	Nextracker replaces Beijing Energy
6/02/23	Enlight Renewable	reverse split 10:1 (one for ten)
25/09/22	PPVX	Maxeon Solar Technologies replaces Azure Power Global
29/10/21	PPVX	ReNew Energy Global replaces Soltec Power
29/07/21	United Renewable	reverse stock split 0.5658:1
23/07/21	PPVX	Xinte Energy replaces Maxeon
25/06/21	PPVX	Enlight Renewable Energy and Flat Glass Group replace Solarpack and Renesola
1/04/21	GCL Poly Energy	suspended
5/02/21	PPVX	Shoals Technologies Group replaces SPCG
25/01/21	PPVX	Grenergy Renovables and ReneSola replace Motech Industries and Shinsung E&G
17/11/20	Daqo New Energy	stock split 1:5 (five for one)
31/10/20	PPVX	Soltec Power replaces REC Silicon
23/10/20	PPVX	Array Technologies and REC Silicon replace 7C Solarparken and Tainergy
8/10/20	PPVX	Tainergy Tech replaces Vivint Solar (acquired by Sunrun)
21/09/20	PPVX	Motech Industries and Shinsung E&G replace China Shuifa Singyes and Thai Solar Energy
27/03/20	PPVX	China Singyes Solar and Edisun Power Europe replace Motech and Terraform Power
28/12/19	PPVX	Motech replaces SFCE
8/11/19	PPVX	Neoen replaces REC Silicon
29/07/19	PPVX	Sunnova replaces Shinsung E&G
16/02/19	PPVX	7C Solarparken replaces China Singyes Solar
10/12/18	PPVX	SFCE and Solarapack replace Motech Industries and Green Energy Technology
1/10/18	PPVX	Thai Solar Energy returns for Gintech Energy (merger with Neo Solar Power)
20/07/18	PPVX	West Holdings replaces JA Solar
17/07/18	PPVX	JA Solar exits due to becoming private (mergered with JASO Acquisition Holding as wholly owner)
25/06/18	Green Energy T	returns replacing 8point3
21/06/18	8point3	drops out due to acquisition by Capital Dynamics
18/05/18	PPVX	Enphase Energy replaces Thai Solar Energy PCL (exit due to low stock market value)
27/02/18	Capital Stage	renames into Encavis (ENergy + CApital + VISion)
16/02/18	PPVX	Solaria Energía replaces SFCE (market value falls below exit threshold)
30/12/17	PPVX	Vivint Solar replaces TerraForm Global (acquired by Brookfield Asset Management)
11/08/17	PPVX	Shinsung E&G replaces Green Energy Technology
14/03/17	PPVX	Azure Power Global replaces Trina Solar
25/11/16	PPVX	Thai Solar Energy replaces SolarCity (acquired by Tesla)
4/11/16	PPVX	SPCG replaces SPI
8/10/16	Chorus	is replaced by BCPG
8/08/16	Capital Stage	acquires Chorus Clean Energy
3/06/16	PPVX	complete analysis - all techniques have been refreshed using new market composition
2/06/16	Solarenergie	Change Of Composition This market matches the PPVX (Photon Photovoltaiics Stock Index) regarding composition now. The PPVX is a cooperation of PHOTON International GmbH, Berlin and Öko-Invest-Verlags-GmbH, Vienna. The index here is not the original PPVX but the Share-o-matic standard index, an equal weighted price index in USD starting in 2005 at 100 points. The standard techniques have been re-calculated, best practice analysis is in progress.
1/01/16	Sunrun	recording started
18/08/15	Solarenergie	complete analysis
1/07/15	Scatec Solar	monitoring started
14/03/15	Solar Energy	first complete analysis


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