Share-o-matic - Portfolio

Sun, 9th Aug 2026, 10:52UTC

Assessment - Euro STOXX 50 in Swiss Franc - 1/07/24 - RS = 41

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
		Euro Stoxx 50	4,528.220	12/08/24	-0.07	4,778.393	-5.24	4,071.374	707.018	17.37	9.65
		Adidas	205.869	12/08/24	-1.03	212.750	-3.23	162.629	50.121	30.82	18.86
		Adyen	1,064.237	12/08/24	1.14	1,078.969	-1.37	646.394	432.575	66.92	2.82
	L	Ahold Delhaize	28.806	12/08/24	-0.30	27.100	6.29	28.000	-0.900	-3.21	0.24
	S	Air Liquide	157.309	12/08/24	-0.79	157.619	-0.20	157.586	0.034	0.02	-4.25
		Airbus	129.647	12/08/24	-0.45	127.592	1.61	124.695	2.897	2.32	-5.93
		Allianz	248.031	12/08/24		254.428	-2.51	221.985	32.443	14.61	11.02
		Anheuser-Busch InBev	53.503	12/08/24	-0.47	52.766	1.40	51.426	1.340	2.61	-0.27
		ASML	760.474	12/08/24	0.08	924.955	-17.78	534.587	390.369	73.02	37.67
		Axa	31.355	12/08/24	-0.77	30.299	3.49	27.870	2.428	8.71	5.69
		Banco Bilbao Viz	8.650	12/08/24	0.27	9.208	-6.06	6.862	2.346	34.19	14.88
		Banco Santander	3.963	12/08/24	-0.24	4.311	-8.06	3.304	1.007	30.47	16.91
	S	BASF	40.011	12/08/24	-0.22	43.025	-7.01	43.448	-0.423	-0.97	-2.64
	L	Bayer	25.162	12/08/24	-0.04	25.365	-0.80	46.646	-21.280	-45.62	-23.70
	S	BMW	76.551	12/08/24	-0.90	86.399	-11.40	92.802	-6.403	-6.90	-9.91
		BNP Paribas	57.428	12/08/24		59.774	-3.92	57.639	2.134	3.70	3.35
		Danone	58.291	12/08/24	0.07	55.926	4.23	51.598	4.327	8.39	1.40
		Deutsche Börse	179.457	12/08/24	0.54	184.642	-2.81	157.403	27.239	17.31	9.45
		Deutsche Post	34.932	12/08/24	-0.36	37.336	-6.44	40.024	-2.689	-6.72	-6.04
	L	Deutsche Telekom	23.970	12/08/24	0.49	22.952	4.43	19.777	3.175	16.05	12.58
		Enel	6.240	12/08/24	0.44	6.404	-2.56	5.980	0.424	7.09	7.68
	S	Eni	14.011	12/08/24	1.09	14.085	-0.52	14.359	-0.273	-1.90	0.50
		EssilorLuxottica	200.926	12/08/24	-0.58	195.595	2.73	166.292	29.302	17.62	10.68
		Ferrari	373.840	12/08/24		370.447	0.92	268.300	102.147	38.07	18.28
	L	Iberdrola	11.733	12/08/24	0.29	11.941	-1.75	10.601	1.341	12.65	10.98
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
		Inditex	42.889	12/08/24	0.07	44.489	-3.59	34.127	10.361	30.36	21.18
	L	Infineon	29.349	12/08/24	0.36	33.308	-11.89	30.109	3.199	10.62	2.88
		ING Groep	14.764	12/08/24	0.21	15.855	-6.88	12.272	3.583	29.20	22.97
		Intesa Sanpaolo	3.364	12/08/24	0.54	3.471	-3.10	2.330	1.141	48.98	30.45
	S	Kering	242.167	12/08/24	-1.85	325.668	-25.64	440.567	-114.899	-26.08	-15.74
		L´Oreal	365.068	12/08/24	-1.59	399.573	-8.64	387.779	11.794	3.04	-1.90
	S	LVMH	615.571	12/08/24	-0.14	690.106	-10.80	711.983	-21.877	-3.07	-5.70
	S	Mercedes-Benz	55.712	12/08/24	-0.57	62.807	-11.30	63.709	-0.902	-1.42	-1.56
	L	Münchener Rück	425.695	12/08/24	1.01	452.543	-5.93	360.451	92.092	25.55	21.00
	L	Nokia	3.409	12/08/24	1.05	3.557	-4.14	3.528	0.028	0.80	9.93
	L	Nordea Bank	10.100	12/08/24	-0.19	11.064	-8.72	9.700	1.364	14.06	8.27
	S	Pernod Ricard	118.055	12/08/24	-0.33	123.046	-4.06	162.294	-39.248	-24.18	-20.00
	L	Prosus	31.840	12/08/24	1.77	32.097	-0.80	27.775	4.322	15.56	13.91
		Safran	186.290	12/08/24	-0.18	195.885	-4.90	145.465	50.420	34.66	21.70
		Saint-Gobain	71.298	12/08/24	-0.41	72.209	-1.26	54.609	17.600	32.23	19.31
		Sanofi	92.728	12/08/24	-0.60	89.026	4.16	97.501	-8.475	-8.69	0.80
		SAP	183.479	12/08/24	-0.33	179.970	1.95	121.473	58.497	48.16	29.56
		Schneider Electric	204.754	12/08/24	0.38	218.420	-6.26	150.471	67.950	45.16	27.36
		Siemens	152.366	12/08/24	0.01	171.674	-11.25	131.542	40.132	30.51	14.82
	S	Stellantis	13.550	12/08/24	-0.57	18.061	-24.98	17.055	1.006	5.90	-4.54
		TotalEnergies	59.822	12/08/24	0.60	61.654	-2.97	59.442	2.212	3.72	5.53
		Unicredit	33.507	12/08/24	0.38	35.092	-4.52	20.755	14.336	69.07	38.81
	S	Vinci	99.494	12/08/24	-0.77	97.797	1.73	101.874	-4.076	-4.00	-7.19
		Vivendi	9.196	12/08/24	0.40	9.570	-3.91	7.777	1.794	23.07	9.08
	S	Volkswagen	90.625	12/08/24	-0.47	102.789	-11.83	103.024	-0.235	-0.23	-6.46
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	18/09/23	prc diff	⇓ Δ41	⇓∅-RS
		Wolters Kluwer	145.388	12/08/24	0.20	148.828	-2.31	112.527	36.301	32.26	20.85
Euro 50 - 50 out of 50 instruments rated - 1/07/24 / 18/09/23 - 37 did rise, Market-Ratio(41) in CHF = 74.00 %
Stock Exchange Currency: EUR € Euro

Technical Chart

	Euro 50 RS = 41 - B/S = 54/54

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

Transactions Euro STOXX 50 in Swiss Franc * L41 - 54 ex 11 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	2/01/06	25/06/07	539		Deutsche Börse	100	146	68.420	137.862	69.442	101	20,138	61
	25/06/07	20/08/07	56		Stellantis	100	2,014	9.999	8.341	-1.658	-17	16,800	-69
20/08/07		27/08/07	7		- cash -
	27/08/07	12/11/07	77		Volkswagen	100	114	146.556	190.006	43.450	30	21,754	242
12/11/07		17/12/07	35		- cash -
	17/12/07	7/01/08	21		Deutsche Börse	100	105	207.060	187.263	-19.797	-10	19,675	-83
7/01/08		3/08/09	574		- cash -
	3/08/09	5/07/10	336		Infineon	100	4,492	4.379	6.353	1.974	45	28,541	50
5/07/10		12/07/10	7		- cash -
	12/07/10	23/08/10	42		Safran	100	981	29.071	25.729	-3.342	-11	25,263	-65
23/08/10		6/09/10	14		- cash -
	6/09/10	4/10/10	28		Safran	100	938	26.919	27.182	0.263	1	25,510	14
4/10/10		18/10/10	14		- cash -
	18/10/10	1/08/11	287		BMW	100	388	65.685	76.641	10.956	17	29,761	22
1/08/11		21/05/12	294		- cash -
	21/05/12	28/05/12	7		EssilorLuxottica	100	358	82.996	83.315	0.319	0	29,875	22
28/05/12		4/06/12	7		- cash -
	4/06/12	6/08/12	63		EssilorLuxottica	100	366	81.604	83.542	1.938	2	30,584	15
	6/08/12	24/09/12	49		ASML	100	560	54.575	49.633	-4.942	-9	27,817	-51
	24/09/12	18/03/13	175		Inditex	100	1,176	23.645	25.319	1.675	7	29,786	15
	18/03/13	3/02/14	322		Airbus	100	577	51.608	63.369	11.761	23	36,572	26
	3/02/14	4/08/14	182		Nokia	100	6,042	6.053	7.128	1.075	18	43,068	39
4/08/14		11/08/14	7		- cash -
	11/08/14	18/08/14	7		Nokia	100	6,129	7.027	7.114	0.087	1	43,602	90
18/08/14		25/08/14	7		- cash -
	25/08/14	6/10/14	42		Nokia	100	5,753	7.578	8.186	0.608	8	47,099	96
6/10/14		10/11/14	35		- cash -
	10/11/14	15/12/14	35		Stellantis	100	6,606	7.129	7.308	0.179	3	48,280	29
15/12/14		22/12/14	7		- cash -
	22/12/14	12/01/15	21		ASML	100	452	106.616	105.547	-1.068	-1	47,797	-16
12/01/15		19/01/15	7		- cash -
	19/01/15	28/09/15	252		Stellantis	100	6,640	7.197	8.138	0.941	13	54,046	19
	28/09/15	16/11/15	49		Safran	100	731	73.923	71.592	-2.332	-3	52,341	-21
	16/11/15	7/12/15	21		Adidas	100	565	92.600	100.625	8.025	9	56,875	324
7/12/15		6/06/16	182		- cash -
	6/06/16	13/06/16	7		Adidas	100	439	129.548	127.922	-1.626	-1	56,162	-48
13/06/16		24/10/16	133		- cash -
	24/10/16	9/01/17	77		Adidas	100	330	169.689	155.063	-14.626	-9	51,335	-35
	9/01/17	5/02/18	392		Stellantis	100	4,764	10.774	21.052	10.278	95	100,300	87
5/02/18		26/02/18	21		- cash -
	26/02/18	5/03/18	7		Stellantis	100	4,957	20.230	18.734	-1.496	-7	92,887	-98
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
5/03/18		2/04/18	28		- cash -
	2/04/18	25/06/18	84		Stellantis	100	4,793	19.377	18.453	-0.924	-5	88,457	-19
25/06/18		8/04/19	287		- cash -
	8/04/19	6/05/19	28		Airbus	100	650	135.884	136.420	0.535	0	88,805	5
6/05/19		1/07/19	56		- cash -
	1/07/19	16/12/19	168		Ferrari	100	553	160.573	162.326	1.754	1	89,775	2
	16/12/19	2/03/20	77		ASML	100	311	288.166	267.347	-20.819	-7	83,300	-30
2/03/20		14/12/20	287		- cash -
	14/12/20	29/03/21	105		Adyen	100	42	1,979.239	2,050.927	71.688	4	86,311	13
	29/03/21	19/07/21	112		Mercedes-Benz	100	1,060	81.408	75.402	-6.005	-7	79,946	-22
	19/07/21	10/01/22	175		ASML	100	127	625.158	652.855	27.697	4	83,463	9
	10/01/22	28/02/22	49		Unicredit	100	5,593	14.920	11.721	-3.199	-21	65,572	-83
28/02/22		19/12/22	294		- cash -
	19/12/22	2/01/23	14		Münchener Rück	100	221	295.708	299.668	3.960	1	66,447	41
2/01/23		9/01/23	7		- cash -
	9/01/23	23/10/23	287		Unicredit	100	4,599	14.445	21.573	7.128	49	99,229	67
23/10/23		13/11/23	21		- cash -
	13/11/23	12/08/24	273		Unicredit	100	4,173	23.776	33.507	9.731	41	139,837	58
accum	2/01/06	12/08/24	5193	days out of 7524 invested (69%)						1,298		139,837	20

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Deutsche Börse	long	2/01/06	25/06/07	539	68.42	137.86	69.44	101.49
		17/12/07	7/01/08	21	207.06	187.26	-19.80	-9.56	82.23
Stellantis		25/06/07	20/08/07	56	10.00	8.34	-1.66	-16.58
		10/11/14	15/12/14	35	7.13	7.31	0.18	2.51
		19/01/15	28/09/15	252	7.20	8.14	0.94	13.08
		9/01/17	5/02/18	392	10.77	21.05	10.28	95.40
		26/02/18	5/03/18	7	20.23	18.73	-1.50	-7.39
		2/04/18	25/06/18	84	19.38	18.45	-0.92	-4.77	66.63
Unicredit		10/01/22	28/02/22	49	14.92	11.72	-3.20	-21.44
		9/01/23	23/10/23	287	14.44	21.57	7.13	49.35
		13/11/23	12/08/24	273	23.78	33.51	9.73	40.93	65.35
Infineon		3/08/09	5/07/10	336	4.38	6.35	1.97	45.07	45.07
Volkswagen		27/08/07	12/11/07	77	146.56	190.01	43.45	29.65	29.65
Nokia		3/02/14	4/08/14	182	6.05	7.13	1.08	17.76
		11/08/14	18/08/14	7	7.03	7.11	0.09	1.24
		25/08/14	6/10/14	42	7.58	8.19	0.61	8.02	28.79
Airbus		18/03/13	3/02/14	322	51.61	63.37	11.76	22.79
		8/04/19	6/05/19	28	135.88	136.42	0.54	0.39	23.27
BMW		18/10/10	1/08/11	287	65.68	76.64	10.96	16.68	16.68
Inditex		24/09/12	18/03/13	175	23.64	25.32	1.67	7.08	7.08
Adyen		14/12/20	29/03/21	105	1,979.24	2,050.93	71.69	3.62	3.62
EssilorLuxottica		21/05/12	28/05/12	7	83.00	83.32	0.32	0.38
		4/06/12	6/08/12	63	81.60	83.54	1.94	2.37	2.77
Münchener Rück		19/12/22	2/01/23	14	295.71	299.67	3.96	1.34	1.34
Ferrari		1/07/19	16/12/19	168	160.57	162.33	1.75	1.09	1.09
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Adidas		16/11/15	7/12/15	21	92.60	100.62	8.02	8.67
		6/06/16	13/06/16	7	129.55	127.92	-1.63	-1.26
		24/10/16	9/01/17	77	169.69	155.06	-14.63	-8.62	-1.95
Mercedes-Benz		29/03/21	19/07/21	112	81.41	75.40	-6.01	-7.38	-7.38
ASML		6/08/12	24/09/12	49	54.58	49.63	-4.94	-9.06
		22/12/14	12/01/15	21	106.62	105.55	-1.07	-1.00
		16/12/19	2/03/20	77	288.17	267.35	-20.82	-7.22
		19/07/21	10/01/22	175	625.16	652.85	27.70	4.43	-12.77
Safran		12/07/10	23/08/10	42	29.07	25.73	-3.34	-11.49
		6/09/10	4/10/10	28	26.92	27.18	0.26	0.98
		28/09/15	16/11/15	49	73.92	71.59	-2.33	-3.15	-13.45

Annotations

19/02/24	Euro 50	Component update: Ferrari, Saint-Gobain, Vivendi and Wolters Kluwer replace CRH, Flutter, Hermes and Vonovia
14/09/23	Prosus	stock split 1:2.1796 (two-point-onesevenninesix for one)
24/09/18	Euro 50	Amadeus, Kering and Linde replace Deutsche Bank, E.ON and Saint-Gobain
23/01/17	Unicredit	reverse stock split 10:1 (one for ten)
4/10/16	AB InBev	acquisition of SAB Miller completed
19/09/16	Euro 50	Adidas, Ahold Delhaize and CRH replace Carrefour, Generali and Unicredit
24/07/16	Ahold Delhaize	merger
21/09/15	Euro 50	Fresenius and Safran replace Repsol and RWE
12/09/15	Euro 50	complete analysis ex Repsol, RWE - in Fresenius, Safran
22/08/15	Euro 50	complete analysis - difficult market
22/09/14	€-Stoxx 50	Nokia replaces CRH.


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