Share-o-matic - Portfolio

Sun, Nov 2nd, 2025, 23:09UTC

Assessment - GCX Global Challenges in Dollar - 7/01/24 - RS = 23

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/22/24	prc diff	⇓ Δ23	∅-RS
	S	GCX PR	2,903.765	8/12/24	-1.05	3,065.623	-5.28	3,342.711	-277.088	-8.29	-2.74
	L	First Solar	219.230	8/12/24	3.51	222.710	-1.56	149.910	72.800	48.56	53.49
	L	Rockwool	394.677	8/12/24	-0.22	406.183	-2.83	267.446	138.737	51.87	44.74
		Interface	16.310	8/12/24	-0.79	14.570	11.94	12.370	2.200	17.78	29.79
	L	Adtalem	71.460	8/12/24	-0.85	67.270	6.23	62.210	5.060	8.13	28.84
	L	Hannon Armstrong SIC	30.210	8/12/24	-1.63	28.730	5.15	22.840	5.890	25.79	27.72
	L	Scatec	7.926	8/12/24	-1.46	8.048	-1.51	6.404	1.644	25.67	20.79
	L	Kurita Water	34.869	8/09/24	-9.14	42.482	-17.92	37.247	5.235	14.05	12.50
		Smurfit Kappa	38.132	8/12/24	-0.97	44.621	-14.54	36.748	7.873	21.42	14.32
	L	Henkel	83.729	8/12/24	0.75	89.178	-6.11	78.204	10.974	14.03	13.74
		Steelcase	12.290	8/12/24	-1.76	12.960	-5.17	12.860	0.100	0.78	14.76
		Swiss Re	115.092	8/12/24	0.10	124.387	-7.47	114.425	9.963	8.71	11.96
		Nordex	14.094	8/12/24	-2.81	12.346	14.16	9.782	2.564	26.21	1.69
	L	Geberit	578.556	8/12/24	-0.72	585.639	-1.21	572.355	13.284	2.32	5.90
		Ricoh	7.764	8/09/24	2.12	8.689	-10.65	8.090	0.599	7.41	3.59
	L	Sonova	307.759	8/12/24	-1.52	310.194	-0.78	324.641	-14.448	-4.45	10.04
		MillerKnoll	27.140	8/12/24	-3.49	26.460	2.57	26.870	-0.410	-1.53	8.52
	L	BillerudKorsnäs	9.959	8/12/24	0.95	9.258	7.57	8.855	0.404	4.56	4.48
		Hannover Rück	243.914	8/12/24	5.23	258.394	-5.60	249.128	9.266	3.72	10.30
		Coloplast	127.206	8/12/24	0.25	119.726	6.25	113.730	5.996	5.27	1.35
		ConvaTec	292.784	8/12/24	-0.17	298.853	-2.03	315.054	-16.202	-5.14	1.30
		Drägerwerk	49.072	8/12/24	0.44	53.577	-8.41	56.779	-3.201	-5.64	2.87
	L	Ormat Technologies	71.710	8/12/24	-1.10	69.200	3.63	67.340	1.860	2.76	4.32
		Siemens Healthineers	53.931	8/12/24	0.08	57.750	-6.61	55.994	1.756	3.14	4.66
		Pearson	1,307.796	8/12/24	-0.72	1,243.449	5.17	1,228.406	15.043	1.22	6.25
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/22/24	prc diff	⇓ Δ23	∅-RS
		Cdn Nat Railway	110.757	8/12/24	-0.01	117.641	-5.85	125.075	-7.434	-5.94	-2.08
	L	Aurubis	69.077	8/12/24	1.02	83.182	-16.96	69.420	13.761	19.82	7.40
	L	Lenzing	32.554	8/12/24	0.83	35.611	-8.58	32.531	3.080	9.47	-6.43
	S	United Utilities	1,250.023	8/12/24	-0.12	1,247.494	0.20	1,318.876	-71.382	-5.41	-2.74
	S	CSX	33.500	8/12/24	-1.47	33.590	-0.27	34.750	-1.160	-3.34	-2.31
	S	Medtronic	81.190	8/12/24	-1.04	77.120	5.28	86.470	-9.350	-10.81	-2.42
	S	Union Pacific	236.750	8/12/24	-0.32	224.860	5.29	243.110	-18.250	-7.51	-2.65
	L	California Water	52.330	8/12/24	-0.42	48.370	8.19	47.760	0.610	1.28	-3.69
		STMicroelectronics	28.805	8/12/24	0.47	38.877	-25.91	45.292	-6.415	-14.16	-12.97
	L	Ørsted	60.050	8/12/24	0.63	54.081	11.04	55.828	-1.746	-3.13	-5.94
	S	FirstGroup	204.545	8/12/24	0.87	205.935	-0.68	213.260	-7.324	-3.43	2.01
		Befesa	28.467	8/12/24	0.15	34.345	-17.11	35.854	-1.509	-4.21	0.85
	S	Severn Trent	3,178.152	8/12/24	-0.63	3,026.450	5.01	3,223.071	-196.620	-6.10	-4.17
	S	Konica Minolta	2.224	8/09/24	2.75	2.797	-20.51	2.795	0.003	0.10	-11.52
	S	bioMérieux	103.669	8/12/24	-0.67	96.214	7.75	111.378	-15.164	-13.61	-7.82
	S	Fabege	8.478	8/12/24	-2.01	7.834	8.22	9.223	-1.389	-15.06	-7.40
		Smith and Nephew	1,461.394	8/12/24	-0.86	1,233.335	18.49	1,422.579	-189.244	-13.30	-6.42
		Gecina	99.861	8/12/24	-0.64	94.873	5.26	113.339	-18.466	-16.29	-10.09
	L	Solaria Energía	11.852	8/12/24	1.47	12.442	-4.74	15.513	-3.071	-19.80	-11.32
	S	Xerox	9.710	8/12/24	-2.51	11.550	-15.93	16.630	-5.080	-30.55	-10.58
	S	Dassault Systèmes	35.965	8/12/24	-0.03	37.005	-2.81	51.368	-14.362	-27.96	-13.63
	L	EDP Renováveis	15.027	8/12/24	-0.92	14.244	5.50	17.230	-2.985	-17.33	-13.18
	S	Pennon Group	742.707	8/12/24	-0.84	738.914	0.51	904.699	-165.785	-18.32	-13.07
		Signify	22.418	8/12/24	-0.76	25.314	-11.44	32.465	-7.151	-22.03	-11.67
	S	Intel	19.360	8/12/24	-1.78	30.840	-37.22	48.220	-17.380	-36.04	-17.91
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/22/24	prc diff	⇓ Δ23	∅-RS
	L	SunPower	0.200	8/12/24	-4.76	2.710	-92.62	3.210	-0.500	-15.58	-34.59
GCX - 50 out of 50 instruments rated - 7/01/24 / 1/22/24 - 24 did rise, Market-Ratio(23) in USD = 48.00 %

Technical Chart

	GCX RS = 23 - B/S = 54/54

1/04/21	scale up chart	7/01/24

Transactions GCX Global Challenges in Dollar * L23 - 54 ex 11 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	1/02/06	6/12/06	161		Nordex	100	1,642	6.089	14.371	8.281	136	23,598	600
6/12/06		6/26/06	14		- cash -
	6/26/06	7/03/06	7		Nordex	100	1,588	14.858	14.595	-0.264	-2	23,179	-61
7/03/06		10/09/06	98		- cash -
	10/09/06	7/30/07	294		Nordex	100	1,692	13.697	41.709	28.012	205	70,575	298
7/30/07		8/13/07	14		- cash -
	8/13/07	8/20/07	7		SunPower	100	983	71.760	65.550	-6.210	-9	64,471	-99
8/20/07		9/03/07	14		- cash -
	9/03/07	9/10/07	7		Nordex	100	1,395	46.192	43.920	-2.272	-5	61,301	-93
9/10/07		8/11/08	336		- cash -
	8/11/08	9/01/08	21		First Solar	100	231	264.920	236.010	-28.910	-11	54,623	-87
9/01/08		5/04/09	245		- cash -
	5/04/09	6/15/09	42		BillerudKorsnäs	100	17,648	3.095	2.836	-0.259	-8	50,052	-53
6/15/09		6/22/09	7		- cash -
	6/22/09	5/31/10	343		Smurfit Kappa	100	9,679	5.171	7.645	2.474	48	73,996	52
5/31/10		6/14/10	14		- cash -
	6/14/10	6/28/10	14		Drägerwerk	100	1,143	64.690	60.928	-3.762	-6	69,697	-79
6/28/10		7/12/10	14		- cash -
	7/12/10	8/02/10	21		Drägerwerk	100	1,188	58.645	70.337	11.692	20	83,587	2,257
8/02/10		10/18/10	77		- cash -
	10/18/10	11/29/10	42		Fabege	100	15,545	5.377	4.608	-0.769	-14	71,630	-74
11/29/10		12/06/10	7		- cash -
	12/06/10	6/06/11	182		Lenzing	100	842	85.042	146.560	61.517	72	123,428	198
6/06/11		7/04/11	28		- cash -
	7/04/11	7/18/11	14		Lenzing	100	934	132.041	120.335	-11.707	-9	112,494	-91
7/18/11		1/16/12	182		- cash -
	1/16/12	4/09/12	84		Intel	100	4,492	25.040	27.760	2.720	11	124,712	57
4/09/12		4/16/12	7		- cash -
	4/16/12	6/04/12	49		Henkel	100	1,711	72.878	61.172	-11.706	-16	104,683	-73
6/04/12		6/18/12	14		- cash -
	6/18/12	6/25/12	7		Coloplast	100	2,944	35.556	34.999	-0.557	-2	103,044	-56
6/25/12		8/13/12	49		- cash -
	8/13/12	8/20/12	7		Coloplast	100	2,662	38.703	38.467	-0.236	-1	102,415	-27
8/20/12		9/10/12	21		- cash -
	9/10/12	9/02/13	357		Smurfit Kappa	100	11,129	9.202	20.867	11.665	127	232,231	131
9/02/13		9/09/13	7		- cash -
	9/09/13	4/14/14	217		SunPower	100	9,753	23.810	26.530	2.720	11	258,759	20
	4/14/14	7/07/14	84		Solaria Energía	100	153,482	1.686	1.327	-0.359	-21	203,608	-65
	7/07/14	9/01/14	56		Nordex	100	9,423	21.606	18.137	-3.470	-16	170,913	-68
	9/01/14	10/13/14	42		Intel	100	4,943	34.570	31.470	-3.100	-9	155,590	-56
10/13/14		10/27/14	14		- cash -
	10/27/14	1/12/15	77		Union Pacific	100	1,355	114.790	113.970	-0.820	-1	154,479	-3
	1/12/15	1/26/15	14		Intel	100	4,220	36.600	35.805	-0.795	-2	151,124	-44
	1/26/15	7/27/15	182		Smurfit Kappa	100	6,045	24.998	29.621	4.623	18	179,071	41
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
7/27/15		11/23/15	119		- cash -
	11/23/15	11/30/15	7		Nordex	100	5,555	32.234	33.597	1.363	4	186,641	766
11/30/15		12/07/15	7		- cash -
	12/07/15	12/14/15	7		Nordex	100	5,281	35.342	34.292	-1.050	-3	181,097	-79
12/14/15		2/01/16	49		- cash -
	2/01/16	2/08/16	7		First Solar	100	2,619	69.130	64.180	-4.950	-7	168,133	-98
2/08/16		3/07/16	28		- cash -
	3/07/16	3/14/16	7		First Solar	100	2,430	69.180	70.890	1.710	2	172,289	257
3/14/16		7/04/16	112		- cash -
	7/04/16	11/14/16	133		California Water	100	4,861	35.440	33.050	-2.390	-7	160,671	-17
11/14/16		11/21/16	7		- cash -
	11/21/16	1/16/17	56		STMicroelectronics	100	16,833	9.545	11.426	1.881	20	192,332	223
1/16/17		2/20/17	35		- cash -
	2/20/17	11/13/17	266		STMicroelectronics	100	13,372	14.382	23.772	9.389	65	317,882	99
11/13/17		11/20/17	7		- cash -
	11/20/17	11/27/17	7		First Solar	100	5,206	61.060	61.650	0.590	1	320,954	65
11/27/17		12/04/17	7		- cash -
	12/04/17	3/05/18	91		First Solar	100	5,604	57.270	66.050	8.780	15	370,157	77
3/05/18		4/23/18	49		- cash -
	4/23/18	5/28/18	35		Solaria Energía	100	87,275	4.241	4.710	0.469	11	411,103	199
5/28/18		6/18/18	21		- cash -
	6/18/18	6/25/18	7		Solaria Energía	100	56,711	7.249	7.457	0.208	3	422,911	338
6/25/18		7/16/18	21		- cash -
	7/16/18	10/08/18	84		Solaria Energía	100	60,496	6.991	6.551	-0.440	-6	396,313	-25
10/08/18		3/18/19	161		- cash -
	3/18/19	8/05/19	140		Scatec	100	41,351	9.584	10.800	1.216	13	446,578	37
8/05/19		8/19/19	14		- cash -
	8/19/19	8/26/19	7		SunPower	100	33,754	13.230	13.150	-0.080	-1	443,878	-27
8/26/19		9/02/19	7		- cash -
	9/02/19	11/04/19	63		SunPower	100	35,453	12.520	8.300	-4.220	-34	294,266	-91
	11/04/19	3/09/20	126		Solaria Energía	100	37,163	7.918	9.345	1.427	18	347,302	62
3/09/20		8/17/20	161		- cash -
	8/17/20	3/08/21	203		Solaria Energía	100	20,068	17.306	20.702	3.397	20	415,468	38
	3/08/21	7/19/21	133		SunPower	100	14,282	29.090	23.340	-5.750	-20	333,346	-45
	7/19/21	9/20/21	63		Sonova	100	889	374.851	404.278	29.427	8	359,507	55
9/20/21		10/25/21	35		- cash -
	10/25/21	12/13/21	49		Sonova	100	870	412.925	372.449	-40.476	-10	324,293	-54
12/13/21		12/27/21	14		- cash -
	12/27/21	1/03/22	7		Dassault Systèmes	100	5,390	60.163	57.417	-2.746	-5	309,493	-91
1/03/22		8/15/22	224		- cash -
	8/15/22	8/22/22	7		First Solar	100	2,617	118.220	114.480	-3.740	-3	299,705	-81
8/22/22		12/12/22	112		- cash -
	12/12/22	12/19/22	7		First Solar	100	1,994	150.280	156.770	6.490	4	312,646	807
12/19/22		2/13/23	56		- cash -
	2/13/23	2/20/23	7		First Solar	100	1,869	167.260	164.280	-2.980	-2	307,076	-61
2/20/23		2/27/23	7		- cash -
	2/27/23	4/24/23	56		First Solar	100	1,848	166.110	209.900	43.790	26	388,000	360
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
4/24/23		12/04/23	224		- cash -
	12/04/23	6/03/24	182		Steelcase	100	31,189	12.440	13.760	1.320	11	429,170	22
6/03/24		11/02/25	517		- cash -
accum	1/02/06	6/03/24	4088	days out of 7244 invested (56%)						4,192		429,170	40

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Nordex	long	1/02/06	6/12/06	161	6.09	14.37	8.28	135.99
		6/26/06	7/03/06	7	14.86	14.59	-0.26	-1.78
		10/09/06	7/30/07	294	13.70	41.71	28.01	204.51
		9/03/07	9/10/07	7	46.19	43.92	-2.27	-4.92
		7/07/14	9/01/14	56	21.61	18.14	-3.47	-16.06
		11/23/15	11/30/15	7	32.23	33.60	1.36	4.23
		12/07/15	12/14/15	7	35.34	34.29	-1.05	-2.97	469.75
Smurfit Kappa		6/22/09	5/31/10	343	5.17	7.64	2.47	47.84
		9/10/12	9/02/13	357	9.20	20.87	11.66	126.76
		1/26/15	7/27/15	182	25.00	29.62	4.62	18.49	297.25
STMicroelectronics		11/21/16	1/16/17	56	9.54	11.43	1.88	19.71
		2/20/17	11/13/17	266	14.38	23.77	9.39	65.28	97.85
Lenzing		12/06/10	6/06/11	182	85.04	146.56	61.52	72.34
		7/04/11	7/18/11	14	132.04	120.33	-11.71	-8.87	57.06
First Solar		8/11/08	9/01/08	21	264.92	236.01	-28.91	-10.91
		2/01/16	2/08/16	7	69.13	64.18	-4.95	-7.16
		3/07/16	3/14/16	7	69.18	70.89	1.71	2.47
		11/20/17	11/27/17	7	61.06	61.65	0.59	0.97
		12/04/17	3/05/18	91	57.27	66.05	8.78	15.33
		8/15/22	8/22/22	7	118.22	114.48	-3.74	-3.16
		12/12/22	12/19/22	7	150.28	156.77	6.49	4.32
		2/13/23	2/20/23	7	167.26	164.28	-2.98	-1.78
		2/27/23	4/24/23	56	166.11	209.90	43.79	26.36	23.73
Solaria Energía		4/14/14	7/07/14	84	1.69	1.33	-0.36	-21.31
		4/23/18	5/28/18	35	4.24	4.71	0.47	11.06
		6/18/18	6/25/18	7	7.25	7.46	0.21	2.87
		7/16/18	10/08/18	84	6.99	6.55	-0.44	-6.29
		11/04/19	3/09/20	126	7.92	9.35	1.43	18.02
		8/17/20	3/08/21	203	17.31	20.70	3.40	19.63	18.95
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Drägerwerk		6/14/10	6/28/10	14	64.69	60.93	-3.76	-5.82
		7/12/10	8/02/10	21	58.64	70.34	11.69	19.94	12.96
Scatec		3/18/19	8/05/19	140	9.58	10.80	1.22	12.68	12.68
Steelcase		12/04/23	6/03/24	182	12.44	13.76	1.32	10.61	10.61
Union Pacific		10/27/14	1/12/15	77	114.79	113.97	-0.82	-0.71	-0.71
Intel		1/16/12	4/09/12	84	25.04	27.76	2.72	10.86
		9/01/14	10/13/14	42	34.57	31.47	-3.10	-8.97
		1/12/15	1/26/15	14	36.60	35.81	-0.80	-2.17	-1.27
Coloplast		6/18/12	6/25/12	7	35.56	35.00	-0.56	-1.57
		8/13/12	8/20/12	7	38.70	38.47	-0.24	-0.61	-2.17
Sonova		7/19/21	9/20/21	63	374.85	404.28	29.43	7.85
		10/25/21	12/13/21	49	412.92	372.45	-40.48	-9.80	-2.72
Dassault Systèmes		12/27/21	1/03/22	7	60.16	57.42	-2.75	-4.56	-4.56
California Water		7/04/16	11/14/16	133	35.44	33.05	-2.39	-6.74	-6.74
BillerudKorsnäs		5/04/09	6/15/09	42	3.10	2.84	-0.26	-8.37	-8.37
Fabege		10/18/10	11/29/10	42	5.38	4.61	-0.77	-14.30	-14.30
Henkel		4/16/12	6/04/12	49	72.88	61.17	-11.71	-16.06	-16.06
SunPower		8/13/07	8/20/07	7	71.76	65.55	-6.21	-8.65
		9/09/13	4/14/14	217	23.81	26.53	2.72	11.42
		8/19/19	8/26/19	7	13.23	13.15	-0.08	-0.60
		9/02/19	11/04/19	63	12.52	8.30	-4.22	-33.71
		3/08/21	7/19/21	133	29.09	23.34	-5.75	-19.77	-46.19

Annotations

3/01/24	GCX	Adtalem Global Education replaces Benesse
2/29/24	GCX	Component update: CWT, Convatec, Medtronic, Siemens Healthineers, Smurfit Kappa and Solaria Energia replace AMD, Atlas Copco, Autodesk, Berkeley, Kingfisher and SKF
7/07/21	Dassault Systèmes	stock split 1:5 (five for one)
6/29/21	CSX	stock split 1:3 (three for one)
9/20/17	bioMérieux	stock split 1:3 (three for one)
6/15/17	Xerox	reverse stock split 4:1 (one for four)
2/21/17	GCX	machine learning processed for all techniques
3/18/16	GCX	Sonova replaces Accenture
9/04/15	GCX	Swiss Re replaces BWT
8/18/15	GCX	complete analysis
7/01/15	Scatec Solar	monitoring started
3/10/15	GCX	Accenture and Autodesk replace Interface and J Sainsbury


	is taking down something concerning