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

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	1/22/24	prc diff	⇓ Δ23	⇓∅-RS
	S	GCX PR	2,623.925	8/12/24	-1.05	2,770.184	-5.28	2,902.619	-132.435	-4.56	-0.95
		Hannover Rück	220.407	8/12/24	5.23	233.492	-5.60	216.329	17.164	7.93	12.40
	L	First Solar	198.102	8/12/24	3.51	201.247	-1.56	130.173	71.074	54.60	32.69
	S	Konica Minolta	2.009	8/09/24	2.75	2.528	-20.51	2.427	0.101	4.17	-9.81
		Ricoh	7.016	8/09/24	2.12	7.852	-10.65	7.025	0.827	11.77	5.61
	L	Solaria Energía	10.710	8/12/24	1.47	11.243	-4.74	13.471	-2.228	-16.54	-9.85
	L	Aurubis	62.420	8/12/24	1.02	75.165	-16.96	60.281	14.885	24.69	9.42
	L	BillerudKorsnäs	8.999	8/12/24	0.95	8.366	7.57	7.689	0.677	8.81	6.45
	S	FirstGroup	184.832	8/12/24	0.87	186.089	-0.68	185.182	0.906	0.49	3.92
	L	Lenzing	29.417	8/12/24	0.83	32.179	-8.58	28.248	3.931	13.92	-4.68
	L	Henkel	75.660	8/12/24	0.75	80.583	-6.11	67.908	12.676	18.67	15.90
	L	Ørsted	54.263	8/12/24	0.63	48.869	11.04	48.477	0.392	0.81	-4.24
		STMicroelectronics	26.029	8/12/24	0.47	35.130	-25.91	39.329	-4.199	-10.68	-11.41
		Drägerwerk	44.343	8/12/24	0.44	48.414	-8.41	49.303	-0.889	-1.80	4.78
		Coloplast	114.947	8/12/24	0.25	108.188	6.25	98.757	9.431	9.55	3.27
		Befesa	25.724	8/12/24	0.15	31.035	-17.11	31.134	-0.099	-0.32	2.66
		Swiss Re	104.000	8/12/24	0.10	112.400	-7.47	99.360	13.040	13.12	12.30
		Siemens Healthineers	48.734	8/12/24	0.08	52.184	-6.61	48.622	3.562	7.33	6.60
		Cdn Nat Railway	100.083	8/12/24	-0.01	106.304	-5.85	108.608	-2.304	-2.12	-0.25
	S	Dassault Systèmes	32.499	8/12/24	-0.03	33.439	-2.81	44.605	-11.166	-25.03	-12.10
	S	United Utilities	1,129.556	8/12/24	-0.12	1,127.271	0.20	1,145.236	-17.965	-1.57	-0.92
		ConvaTec	264.568	8/12/24	-0.17	270.052	-2.03	273.575	-3.523	-1.29	3.22
	L	Rockwool	356.641	8/12/24	-0.22	367.039	-2.83	232.235	134.804	58.05	47.55
	S	Union Pacific	213.934	8/12/24	-0.32	203.190	5.29	211.103	-7.913	-3.75	0.55
	L	California Water	47.287	8/12/24	-0.42	43.709	8.19	41.472	2.236	5.39	0.44
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	1/22/24	prc diff	⇓ Δ23	⇓∅-RS
	S	Severn Trent	2,871.869	8/12/24	-0.63	2,734.787	5.01	2,798.730	-63.943	-2.28	-2.40
		Gecina	90.237	8/12/24	-0.64	85.730	5.26	98.417	-12.687	-12.89	-8.46
	S	bioMérieux	93.678	8/12/24	-0.67	86.942	7.75	96.714	-9.772	-10.10	-6.12
	L	Geberit	522.800	8/12/24	-0.72	529.200	-1.21	497.000	32.200	6.48	10.57
		Pearson	1,181.762	8/12/24	-0.72	1,123.616	5.17	1,066.678	56.938	5.34	8.25
		Signify	20.257	8/12/24	-0.76	22.874	-11.44	28.191	-5.317	-18.86	-10.08
		Interface	14.738	8/12/24	-0.79	13.166	11.94	10.741	2.424	22.57	28.10
	S	Pennon Group	671.131	8/12/24	-0.84	667.704	0.51	785.589	-117.885	-15.01	-11.50
	L	Adtalem	64.573	8/12/24	-0.85	60.787	6.23	54.020	6.767	12.53	38.20
		Smith and Nephew	1,320.557	8/12/24	-0.86	1,114.477	18.49	1,235.286	-120.809	-9.78	-4.74
	L	EDP Renováveis	13.579	8/12/24	-0.92	12.872	5.50	14.961	-2.090	-13.97	-11.67
		Smurfit Kappa	34.457	8/12/24	-0.97	40.321	-14.54	31.910	8.411	26.36	16.51
	S	Medtronic	73.366	8/12/24	-1.04	69.688	5.28	75.086	-5.398	-7.19	-3.94
	L	Ormat Technologies	64.799	8/12/24	-1.10	62.531	3.63	58.474	4.057	6.94	0.57
	L	Scatec	7.162	8/12/24	-1.46	7.272	-1.51	5.561	1.711	30.78	22.93
	S	CSX	30.272	8/12/24	-1.47	30.353	-0.27	30.175	0.178	0.59	2.53
	L	Sonova	278.100	8/12/24	-1.52	280.300	-0.78	281.900	-1.600	-0.57	8.87
	L	Hannon Armstrong SIC	27.299	8/12/24	-1.63	25.961	5.15	19.833	6.128	30.90	20.85
		Steelcase	11.106	8/12/24	-1.76	11.711	-5.17	11.167	0.544	4.87	19.85
	S	Intel	17.494	8/12/24	-1.78	27.868	-37.22	41.871	-14.004	-33.44	-16.59
	S	Fabege	7.661	8/12/24	-2.01	7.079	8.22	8.008	-0.930	-11.61	-5.75
	S	Xerox	8.774	8/12/24	-2.51	10.437	-15.93	14.441	-4.004	-27.72	-24.25
		Nordex	12.736	8/12/24	-2.81	11.156	14.16	8.494	2.662	31.34	3.72
		MillerKnoll	24.524	8/12/24	-3.49	23.910	2.57	23.332	0.578	2.48	15.14
	L	SunPower	0.181	8/12/24	-4.76	2.449	-92.62	2.787	-0.339	-12.15	-31.31
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	1/22/24	prc diff	⇓ Δ23	⇓∅-RS
	L	Kurita Water	31.509	8/09/24	-9.14	38.388	-17.92	32.343	6.045	18.69	14.63
GCX - 50 out of 50 instruments rated - 7/01/24 / 1/22/24 - 28 did rise, Market-Ratio(23) in CHF = 56.00 %

Technical Chart

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

1/03/22	scale up chart	7/01/24

Transactions GCX Global Challenges in Swiss Franc * 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	1,249	8.001	17.693	9.692	121	22,105	504
6/12/06		6/26/06	14		- cash -
	6/26/06	7/03/06	7		Nordex	100	1,190	18.563	17.850	-0.713	-4	21,257	-87
7/03/06		10/09/06	98		- cash -
	10/09/06	7/30/07	294		Nordex	100	1,231	17.262	50.397	33.135	192	62,047	278
7/30/07		8/13/07	14		- cash -
	8/13/07	8/20/07	7		SunPower	100	721	86.019	79.190	-6.828	-8	57,124	-99
8/20/07		9/03/07	14		- cash -
	9/03/07	9/10/07	7		Nordex	100	1,023	55.817	52.201	-3.616	-6	53,425	-97
9/10/07		8/11/08	336		- cash -
	8/11/08	9/01/08	21		First Solar	100	186	286.723	259.925	-26.798	-9	48,440	-82
9/01/08		5/04/09	245		- cash -
	5/04/09	6/15/09	42		BillerudKorsnäs	100	13,781	3.515	3.061	-0.454	-13	42,180	-70
6/15/09		6/22/09	7		- cash -
	6/22/09	5/31/10	343		Smurfit Kappa	100	7,543	5.591	8.862	3.271	58	66,852	63
5/31/10		6/14/10	14		- cash -
	6/14/10	6/28/10	14		Drägerwerk	100	899	74.315	66.588	-7.727	-10	59,906	-94
6/28/10		7/12/10	14		- cash -
	7/12/10	8/02/10	21		Drägerwerk	100	965	62.032	73.215	11.183	18	70,697	1,683
8/02/10		10/18/10	77		- cash -
	10/18/10	11/29/10	42		Fabege	100	13,710	5.156	4.622	-0.534	-10	63,370	-61
11/29/10		12/06/10	7		- cash -
	12/06/10	6/06/11	182		Lenzing	100	765	82.760	122.223	39.463	48	93,559	119
6/06/11		7/04/11	28		- cash -
	7/04/11	7/18/11	14		Lenzing	100	835	111.980	97.997	-13.983	-12	81,883	-97
7/18/11		1/16/12	182		- cash -
	1/16/12	4/09/12	84		Intel	100	3,433	23.851	25.456	1.605	7	87,393	33
4/09/12		4/16/12	7		- cash -
	4/16/12	6/04/12	49		Henkel	100	1,303	67.021	59.158	-7.863	-12	77,147	-61
6/04/12		6/18/12	14		- cash -
	6/18/12	6/25/12	7		Coloplast	100	2,283	33.782	33.443	-0.339	-1	76,374	-41
6/25/12		8/13/12	49		- cash -
	8/13/12	8/20/12	7		Coloplast	100	2,019	37.824	37.456	-0.368	-1	75,631	-40
8/20/12		9/10/12	21		- cash -
	9/10/12	9/02/13	357		Smurfit Kappa	100	8,702	8.691	19.456	10.766	124	169,313	128
9/02/13		9/09/13	7		- cash -
	9/09/13	4/14/14	217		SunPower	100	7,628	22.195	23.347	1.152	5	178,098	9
	4/14/14	7/07/14	84		Solaria Energía	100	120,040	1.484	1.185	-0.298	-20	142,274	-62
	7/07/14	9/01/14	56		Nordex	100	7,370	19.304	16.669	-2.635	-14	122,854	-62
	9/01/14	10/13/14	42		Intel	100	3,866	31.772	29.852	-1.920	-6	115,432	-42
10/13/14		10/27/14	14		- cash -
	10/27/14	1/12/15	77		Union Pacific	100	1,058	109.013	115.685	6.671	6	122,491	33
	1/12/15	1/26/15	14		Intel	100	3,297	37.151	32.304	-4.847	-13	106,512	-97
	1/26/15	7/27/15	182		Smurfit Kappa	100	4,722	22.554	28.516	5.962	26	134,664	60
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	4,100	32.844	34.567	1.723	5	141,728	1,338
11/30/15		12/07/15	7		- cash -
	12/07/15	12/14/15	7		Nordex	100	4,009	35.345	33.790	-1.555	-4	135,493	-90
12/14/15		2/01/16	49		- cash -
	2/01/16	2/08/16	7		First Solar	100	1,921	70.501	63.343	-7.158	-10	121,742	-100
2/08/16		3/07/16	28		- cash -
	3/07/16	3/14/16	7		First Solar	100	1,767	68.872	69.977	1.105	2	123,694	129
3/14/16		7/04/16	112		- cash -
	7/04/16	11/14/16	133		California Water	100	3,594	34.407	32.677	-1.730	-5	117,475	-13
11/14/16		11/21/16	7		- cash -
	11/21/16	1/16/17	56		STMicroelectronics	100	12,204	9.626	11.550	1.924	20	140,956	228
1/16/17		2/20/17	35		- cash -
	2/20/17	11/13/17	266		STMicroelectronics	100	9,749	14.457	23.677	9.220	64	230,844	97
11/13/17		11/20/17	7		- cash -
	11/20/17	11/27/17	7		First Solar	100	3,806	60.653	60.531	-0.122	0	230,381	-10
11/27/17		12/04/17	7		- cash -
	12/04/17	3/05/18	91		First Solar	100	4,083	56.419	62.093	5.674	10	253,549	47
3/05/18		4/23/18	49		- cash -
	4/23/18	5/28/18	35		Solaria Energía	100	61,100	4.150	4.680	0.530	13	285,948	250
5/28/18		6/18/18	21		- cash -
	6/18/18	6/25/18	7		Solaria Energía	100	39,648	7.212	7.351	0.139	2	291,464	171
6/25/18		7/16/18	21		- cash -
	7/16/18	10/08/18	84		Solaria Energía	100	41,825	6.968	6.497	-0.472	-7	271,738	-26
10/08/18		3/18/19	161		- cash -
	3/18/19	8/05/19	140		Scatec	100	28,369	9.579	10.515	0.937	10	298,308	28
8/05/19		8/19/19	14		- cash -
	8/19/19	8/26/19	7		SunPower	100	22,987	12.977	12.876	-0.101	-1	295,977	-34
8/26/19		9/02/19	7		- cash -
	9/02/19	11/04/19	63		SunPower	100	23,878	12.395	8.187	-4.208	-34	195,498	-91
	11/04/19	3/09/20	126		Solaria Energía	100	25,029	7.811	8.647	0.836	11	216,422	34
3/09/20		8/17/20	161		- cash -
	8/17/20	3/08/21	203		Solaria Energía	100	13,808	15.673	19.350	3.678	23	267,203	46
	3/08/21	7/19/21	133		SunPower	100	9,827	27.190	21.413	-5.777	-21	210,429	-48
	7/19/21	9/20/21	63		Sonova	100	611	343.900	374.900	31.000	9	229,370	65
9/20/21		10/25/21	35		- cash -
	10/25/21	12/13/21	49		Sonova	100	604	379.700	343.100	-36.600	-10	207,264	-53
12/13/21		12/27/21	14		- cash -
	12/27/21	1/03/22	7		Dassault Systèmes	100	3,756	55.176	52.722	-2.455	-4	198,045	-91
1/03/22		8/15/22	224		- cash -
	8/15/22	8/22/22	7		First Solar	100	1,772	111.732	110.372	-1.360	-1	195,634	-47
8/22/22		12/12/22	112		- cash -
	12/12/22	12/19/22	7		First Solar	100	1,391	140.595	145.686	5.092	4	202,716	539
12/19/22		2/13/23	56		- cash -
	2/13/23	2/20/23	7		First Solar	100	1,318	153.731	151.595	-2.136	-1	199,902	-52
2/20/23		2/27/23	7		- cash -
	2/27/23	4/24/23	56		First Solar	100	1,285	155.517	186.214	30.696	20	239,347	224
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	22,055	10.852	12.364	1.512	14	272,692	30
6/03/24		2/01/26	608		- cash -
accum	1/02/06	6/03/24	4088	days out of 7335 invested (56%)						2,627		272,692	34

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	8.00	17.69	9.69	121.14
		6/26/06	7/03/06	7	18.56	17.85	-0.71	-3.84
		10/09/06	7/30/07	294	17.26	50.40	33.14	191.96
		9/03/07	9/10/07	7	55.82	52.20	-3.62	-6.48
		7/07/14	9/01/14	56	19.30	16.67	-2.64	-13.65
		11/23/15	11/30/15	7	32.84	34.57	1.72	5.25
		12/07/15	12/14/15	7	35.34	33.79	-1.56	-4.40	404.45
Smurfit Kappa		6/22/09	5/31/10	343	5.59	8.86	3.27	58.50
		9/10/12	9/02/13	357	8.69	19.46	10.77	123.87
		1/26/15	7/27/15	182	22.55	28.52	5.96	26.43	348.64
STMicroelectronics		11/21/16	1/16/17	56	9.63	11.55	1.92	19.99
		2/20/17	11/13/17	266	14.46	23.68	9.22	63.78	96.51
Lenzing		12/06/10	6/06/11	182	82.76	122.22	39.46	47.68
		7/04/11	7/18/11	14	111.98	98.00	-13.98	-12.49	29.24
Solaria Energía		4/14/14	7/07/14	84	1.48	1.19	-0.30	-20.11
		4/23/18	5/28/18	35	4.15	4.68	0.53	12.78
		6/18/18	6/25/18	7	7.21	7.35	0.14	1.93
		7/16/18	10/08/18	84	6.97	6.50	-0.47	-6.77
		11/04/19	3/09/20	126	7.81	8.65	0.84	10.70
		8/17/20	3/08/21	203	15.67	19.35	3.68	23.47	17.02
Steelcase		12/04/23	6/03/24	182	10.85	12.36	1.51	13.93	13.93
First Solar		8/11/08	9/01/08	21	286.72	259.92	-26.80	-9.35
		2/01/16	2/08/16	7	70.50	63.34	-7.16	-10.15
		3/07/16	3/14/16	7	68.87	69.98	1.10	1.60
		11/20/17	11/27/17	7	60.65	60.53	-0.12	-0.20
		12/04/17	3/05/18	91	56.42	62.09	5.67	10.06
		8/15/22	8/22/22	7	111.73	110.37	-1.36	-1.22
		12/12/22	12/19/22	7	140.59	145.69	5.09	3.62
		2/13/23	2/20/23	7	153.73	151.60	-2.14	-1.39
		2/27/23	4/24/23	56	155.52	186.21	30.70	19.74	9.86
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Scatec		3/18/19	8/05/19	140	9.58	10.52	0.94	9.78	9.78
Union Pacific		10/27/14	1/12/15	77	109.01	115.68	6.67	6.12	6.12
Drägerwerk		6/14/10	6/28/10	14	74.31	66.59	-7.73	-10.40
		7/12/10	8/02/10	21	62.03	73.21	11.18	18.03	5.76
Sonova		7/19/21	9/20/21	63	343.90	374.90	31.00	9.01
		10/25/21	12/13/21	49	379.70	343.10	-36.60	-9.64	-1.49
Coloplast		6/18/12	6/25/12	7	33.78	33.44	-0.34	-1.00
		8/13/12	8/20/12	7	37.82	37.46	-0.37	-0.97	-1.97
Dassault Systèmes		12/27/21	1/03/22	7	55.18	52.72	-2.45	-4.45	-4.45
California Water		7/04/16	11/14/16	133	34.41	32.68	-1.73	-5.03	-5.03
Fabege		10/18/10	11/29/10	42	5.16	4.62	-0.53	-10.37	-10.37
Henkel		4/16/12	6/04/12	49	67.02	59.16	-7.86	-11.73	-11.73
Intel		1/16/12	4/09/12	84	23.85	25.46	1.61	6.73
		9/01/14	10/13/14	42	31.77	29.85	-1.92	-6.04
		1/12/15	1/26/15	14	37.15	32.30	-4.85	-13.05	-12.80
BillerudKorsnäs		5/04/09	6/15/09	42	3.51	3.06	-0.45	-12.92	-12.92
SunPower		8/13/07	8/20/07	7	86.02	79.19	-6.83	-7.94
		9/09/13	4/14/14	217	22.20	23.35	1.15	5.19
		8/19/19	8/26/19	7	12.98	12.88	-0.10	-0.78
		9/02/19	11/04/19	63	12.40	8.19	-4.21	-33.95
		3/08/21	7/19/21	133	27.19	21.41	-5.78	-21.25	-50.02

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


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