Share-o-matic

Assessment - STOXX Nordic 30 in Swiss Franc - 7/01/24 - RS = 15

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	3/18/24	prc diff	⇓ Δ15	⇓∅-RS
		Stoxx Nordic 30	13,136.924	8/12/24	-0.46	13,693.176	-4.06	13,547.626	145.550	1.07	9.41
		Equinor	25.736	8/12/24	3.19	25.863	-0.49	23.351	2.512	10.76	-1.20
	L	Ericsson	6.040	8/12/24	1.14	5.702	5.93	4.771	0.931	19.51	21.35
	L	Nokia	3.409	8/12/24	1.05	3.557	-4.14	3.114	0.443	14.21	9.93
		Genmab	236.678	8/12/24	0.89	225.435	4.99	264.422	-38.987	-14.74	-19.87
	L	Ørsted	54.263	8/12/24	0.63	48.869	11.04	45.908	2.961	6.45	-4.24
		Sampo	39.245	8/12/24	0.40	38.944	0.77	39.199	-0.255	-0.65	2.42
	L	Investor	24.304	8/12/24	0.30	24.648	-1.40	22.364	2.284	10.21	26.87
	S	Svenska Handelsbank	8.681	8/12/24	0.29	8.651	0.34	10.228	-1.577	-15.42	2.32
	L	Atlas Copco A	15.054	8/12/24	0.28	16.894	-10.89	15.467	1.427	9.22	23.26
		Coloplast	114.947	8/12/24	0.25	108.188	6.25	120.446	-12.258	-10.18	3.27
		NIBE Industrier	3.788	8/12/24	0.18	3.837	-1.26	4.674	-0.837	-17.92	-28.94
		UPM-Kymmene	28.816	8/12/24	0.17	31.840	-9.50	28.179	3.661	12.99	5.20
	S	DNB	18.176	8/12/24	0.14	17.964	1.18	17.586	0.378	2.15	3.29
		Assa Abloy	25.995	8/12/24	0.13	25.519	1.86	25.555	-0.036	-0.14	12.88
		Novonesis	55.784	8/12/24	0.12	54.900	1.61	52.664	2.235	4.24	21.78
	L	Carlsberg B	104.185	8/12/24		109.696	-5.02	118.997	-9.301	-7.82	-7.91
	L	DSV	157.980	8/12/24		148.622	6.30	134.541	14.081	10.47	-1.48
		S.E.B	12.806	8/12/24	-0.10	13.410	-4.50	13.058	0.352	2.69	17.99
		Volvo	21.729	8/12/24	-0.12	23.233	-6.47	25.984	-2.751	-10.59	12.18
		EQT	26.904	8/12/24	-0.13	26.743	0.60	28.385	-1.642	-5.79	25.44
		Nordea Bank	10.181	8/12/24	-0.13	11.060	-7.95	10.557	0.503	4.77	8.29
		Hexagon	8.557	8/12/24	-0.15	10.232	-16.36	10.576	-0.345	-3.26	10.93
	L	Kone	45.312	8/12/24	-0.32	44.779	1.19	41.245	3.534	8.57	6.69
		Sandvik	17.217	8/12/24	-0.54	18.271	-5.77	20.431	-2.160	-10.57	2.48
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	3/18/24	prc diff	⇓ Δ15	⇓∅-RS
		Swedbank	17.599	8/12/24	-0.86	18.916	-6.96	19.122	-0.205	-1.07	11.85
	S	Evolution	84.775	8/12/24	-0.88	93.945	-9.76	116.056	-22.112	-19.05	-5.92
	L	Essity B	25.247	8/12/24	-0.97	23.446	7.68	21.059	2.386	11.33	9.93
	S	Neste	17.645	8/12/24	-1.54	16.342	7.98	24.029	-7.687	-31.99	-40.69
		Novo Nordisk	116.051	8/12/24	-2.80	130.569	-11.12	118.324	12.246	10.35	41.04
		Vestas Wind Systems	19.788	8/12/24	-7.76	21.068	-6.08	24.767	-3.699	-14.94	-7.73
Nordic 30 - 30 out of 30 instruments rated - 7/01/24 / 3/18/24 - 15 did rise, Market-Ratio(15) in CHF = 50.00 %

Technical Chart

	Nordic 30 RS = 15 - B/S = 44/44

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

Transactions STOXX Nordic 30 in Swiss Franc * S15 - 44 ex 19 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		6/05/06	154		- cash -
short	6/05/06	8/28/06	84		Ericsson	100	537	18.621	20.534	16.708	-1.913	-10	8,973	-38
8/28/06		7/23/07	329		- cash -
	7/23/07	10/01/07	70		Essity B	100	532	16.863	17.235	16.492	-0.372	-2	8,775	-11
10/01/07		10/15/07	14		- cash -
	10/15/07	4/07/08	175		Essity B	100	517	16.966	15.701	18.333	1.367	8	9,482	18
	4/07/08	4/28/08	21		Ericsson	100	937	10.111	12.578	7.644	-2.467	-24	7,170	-99
4/28/08		6/09/08	42		- cash -
	6/09/08	10/06/08	119		NIBE Industrier	100	14,699	0.488	0.406	0.586	0.098	20	8,613	75
	10/06/08	2/02/09	119		DNB	100	1,481	5.813	4.448	7.595	1.783	31	11,253	127
2/02/09		2/16/09	14		- cash -
	2/16/09	3/16/09	28		Swedbank	100	3,036	3.705	3.683	3.728	0.022	1	11,320	8
3/16/09		3/23/09	7		- cash -
	3/23/09	3/30/09	7		S.E.B	100	3,035	3.729	4.519	2.939	-0.790	-21	8,922	-100
3/30/09		2/08/10	315		- cash -
	2/08/10	2/15/10	7		Genmab	100	498	17.884	18.643	17.125	-0.759	-4	8,544	-90
2/15/10		5/23/11	462		- cash -
	5/23/11	6/27/11	35		Vestas Wind Systems	100	1,606	5.319	3.575	7.914	2.595	49	12,712	6,205
6/27/11		7/04/11	7		- cash -
	7/04/11	11/28/11	147		Nokia	100	2,372	5.359	5.114	5.615	0.256	5	13,320	12
11/28/11		5/14/12	168		- cash -
	5/14/12	7/23/12	70		Vestas Wind Systems	100	9,785	1.361	0.814	2.276	0.915	67	22,276	1,360
7/23/12		6/17/13	329		- cash -
	6/17/13	7/08/13	21		Equinor	100	1,080	20.607	19.721	21.533	0.926	4	23,275	115
7/08/13		9/02/13	56		- cash -
	9/02/13	9/09/13	7		Sandvik	100	1,810	12.852	12.754	12.951	0.099	1	23,454	49
9/09/13		9/15/14	371		- cash -
	9/15/14	9/22/14	7		Volvo	100	2,204	10.640	10.677	10.603	-0.037	0	23,373	-16
9/22/14		10/13/14	21		- cash -
	10/13/14	10/27/14	14		Volvo	100	2,379	9.821	10.690	8.952	-0.869	-9	21,305	-91
10/27/14		6/15/15	231		- cash -
	6/15/15	6/22/15	7		Equinor	100	1,260	16.904	16.988	16.820	-0.084	0	21,199	-23
6/22/15		6/29/15	7		- cash -
	6/29/15	7/13/15	14		Coloplast	100	343	61.793	65.197	58.389	-3.404	-6	20,032	-77
7/13/15		7/27/15	14		- cash -
	7/27/15	8/03/15	7		Equinor	100	1,302	15.377	15.972	14.783	-0.594	-4	19,258	-87
8/03/15		8/10/15	7		- cash -
	8/10/15	8/17/15	7		Equinor	100	1,175	16.385	15.661	17.143	0.758	5	20,148	956
8/17/15		8/24/15	7		- cash -
	8/24/15	10/19/15	56		Equinor	100	1,542	13.060	16.546	9.573	-3.487	-27	14,772	-87
10/19/15		10/26/15	7		- cash -
	10/26/15	11/09/15	14		DNB	100	1,141	12.939	13.271	12.607	-0.332	-3	14,393	-49
11/09/15		11/16/15	7		- cash -
	11/16/15	11/23/15	7		Ericsson	100	1,515	9.497	9.674	9.320	-0.177	-2	14,125	-63
11/23/15		1/18/16	56		- cash -
	1/18/16	1/25/16	7		Equinor	100	1,218	11.588	12.328	10.847	-0.740	-6	13,223	-97
1/25/16		2/08/16	14		- cash -
	2/08/16	3/28/16	49		Atlas Copco A	100	3,388	3.903	4.383	3.423	-0.480	-12	11,597	-62
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
3/28/16		4/04/16	7		- cash -
	4/04/16	4/25/16	21		Nordea Bank	100	1,276	9.082	9.506	8.659	-0.423	-5	11,057	-56
4/25/16		6/27/16	63		- cash -
	6/27/16	7/04/16	7		Nordea Bank	100	1,423	7.766	8.074	7.458	-0.308	-4	10,619	-88
7/04/16		8/21/17	413		- cash -
	8/21/17	9/04/17	14		Ericsson	100	1,845	5.753	5.570	5.942	0.189	3	10,968	133
9/04/17		2/05/18	154		- cash -
	2/05/18	2/26/18	21		Vestas Wind Systems	100	877	12.505	13.895	11.116	-1.389	-11	9,749	-87
2/26/18		3/05/18	7		- cash -
	3/05/18	3/12/18	7		Vestas Wind Systems	100	726	13.419	13.570	13.269	-0.151	-1	9,640	-44
3/12/18		3/26/18	14		- cash -
	3/26/18	4/16/18	21		Svenska Handelsbank	100	838	11.499	11.307	11.694	0.195	2	9,803	34
4/16/18		4/30/18	14		- cash -
	4/30/18	5/14/18	14		Vestas Wind Systems	100	762	12.857	14.019	11.694	-1.162	-9	8,918	-92
5/14/18		10/22/18	161		- cash -
	10/22/18	1/28/19	98		Atlas Copco A	100	1,506	5.919	6.409	5.430	-0.490	-8	8,180	-28
1/28/19		8/05/19	189		- cash -
	8/05/19	8/26/19	21		Swedbank	100	634	12.889	12.539	13.249	0.360	3	8,409	61
8/26/19		3/09/20	196		- cash -
	3/09/20	6/08/20	91		Equinor	100	764	10.996	16.139	5.852	-5.144	-47	4,479	-92
6/08/20		11/02/20	147		- cash -
	11/02/20	11/09/20	7		Nokia	100	1,483	3.018	3.330	2.707	-0.312	-10	4,016	-100
11/09/20		11/29/21	385		- cash -
	11/29/21	12/13/21	14		Neste	100	89	44.759	44.187	45.339	0.580	1	4,068	40
12/13/21		12/20/21	7		- cash -
	12/20/21	12/27/21	7		Vestas Wind Systems	100	153	26.584	27.677	25.491	-1.093	-4	3,901	-89
12/27/21		1/24/22	28		- cash -
	1/24/22	2/28/22	35		Vestas Wind Systems	100	161	24.177	30.101	18.253	-5.924	-25	2,947	-95
	2/28/22	5/30/22	91		Neste	100	81	36.210	44.833	27.587	-8.623	-24	2,248	-66
	5/30/22	8/15/22	77		EQT	100	78	28.651	24.862	33.018	4.367	15	2,589	96
8/15/22		9/05/22	21		- cash -
	9/05/22	10/03/22	28		EQT	100	120	21.427	19.717	23.285	1.858	9	2,812	196
10/03/22		10/10/22	7		- cash -
	10/10/22	10/17/22	7		EQT	100	151	18.545	19.024	18.066	-0.479	-3	2,740	-74
10/17/22		3/20/23	154		- cash -
	3/20/23	4/03/23	14		Ericsson	100	547	5.006	5.304	4.709	-0.298	-6	2,577	-80
4/03/23		5/01/23	28		- cash -
	5/01/23	5/08/23	7		Ericsson	100	526	4.891	4.864	4.917	0.026	1	2,591	32
5/08/23		5/22/23	14		- cash -
	5/22/23	6/26/23	35		Neste	100	71	36.263	33.943	38.742	2.479	7	2,767	99
6/26/23		7/17/23	21		- cash -
	7/17/23	7/24/23	7		Nokia	100	829	3.336	3.448	3.225	-0.112	-3	2,674	-83
7/24/23		7/31/23	7		- cash -
	7/31/23	11/20/23	112		Neste	100	83	32.024	33.604	30.443	-1.581	-5	2,543	-15
11/20/23		11/27/23	7		- cash -
	11/27/23	12/04/23	7		Ørsted	100	63	40.257	42.068	38.445	-1.811	-4	2,429	-91
12/04/23		2/02/26	791		- cash -
accum	6/05/06	12/04/23	1862	days out of 7336 invested (25%)							-76		2,429	-24

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Vestas Wind Systems	short	5/23/11	6/27/11	35	5.32	3.57	7.91	2.60	48.79
		5/14/12	7/23/12	70	1.36	0.81	2.28	0.92	67.23
		2/05/18	2/26/18	21	12.51	13.89	11.12	-1.39	-11.11
		3/05/18	3/12/18	7	13.42	13.57	13.27	-0.15	-1.12
		4/30/18	5/14/18	14	12.86	14.02	11.69	-1.16	-9.04
		12/20/21	12/27/21	7	26.58	27.68	25.49	-1.09	-4.11
		1/24/22	2/28/22	35	24.18	30.10	18.25	-5.92	-24.50	44.01
DNB		10/06/08	2/02/09	119	5.81	4.45	7.60	1.78	30.67
		10/26/15	11/09/15	14	12.94	13.27	12.61	-0.33	-2.57	27.31
EQT		5/30/22	8/15/22	77	28.65	24.86	33.02	4.37	15.24
		9/05/22	10/03/22	28	21.43	19.72	23.29	1.86	8.67
		10/10/22	10/17/22	7	18.55	19.02	18.07	-0.48	-2.58	22.00
NIBE Industrier		6/09/08	10/06/08	119	0.49	0.41	0.59	0.10	20.12	20.12
Essity B		7/23/07	10/01/07	70	16.86	17.23	16.49	-0.37	-2.20
		10/15/07	4/07/08	175	16.97	15.70	18.33	1.37	8.06	5.68
Swedbank		2/16/09	3/16/09	28	3.71	3.68	3.73	0.02	0.60
		8/05/19	8/26/19	21	12.89	12.54	13.25	0.36	2.80	3.41
Svenska Handelsbank		3/26/18	4/16/18	21	11.50	11.31	11.69	0.19	1.69	1.69
Sandvik		9/02/13	9/09/13	7	12.85	12.75	12.95	0.10	0.77	0.77
Genmab		2/08/10	2/15/10	7	17.88	18.64	17.12	-0.76	-4.25	-4.25
Ørsted		11/27/23	12/04/23	7	40.26	42.07	38.45	-1.81	-4.50	-4.50
Coloplast		6/29/15	7/13/15	14	61.79	65.20	58.39	-3.40	-5.51	-5.51
Nordea Bank		4/04/16	4/25/16	21	9.08	9.51	8.66	-0.42	-4.66
		6/27/16	7/04/16	7	7.77	8.07	7.46	-0.31	-3.96	-8.44
Volvo		9/15/14	9/22/14	7	10.64	10.68	10.60	-0.04	-0.34
		10/13/14	10/27/14	14	9.82	10.69	8.95	-0.87	-8.85	-9.16
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Nokia		7/04/11	11/28/11	147	5.36	5.11	5.62	0.26	4.79
		11/02/20	11/09/20	7	3.02	3.33	2.71	-0.31	-10.33
		7/17/23	7/24/23	7	3.34	3.45	3.22	-0.11	-3.34	-9.18
Atlas Copco A		2/08/16	3/28/16	49	3.90	4.38	3.42	-0.48	-12.30
		10/22/18	1/28/19	98	5.92	6.41	5.43	-0.49	-8.27	-19.56
S.E.B		3/23/09	3/30/09	7	3.73	4.52	2.94	-0.79	-21.19	-21.19
Neste		11/29/21	12/13/21	14	44.76	44.19	45.34	0.58	1.30
		2/28/22	5/30/22	91	36.21	44.83	27.59	-8.62	-23.81
		5/22/23	6/26/23	35	36.26	33.94	38.74	2.48	6.84
		7/31/23	11/20/23	112	32.02	33.60	30.44	-1.58	-4.94	-21.62
Ericsson		6/05/06	8/28/06	84	18.62	20.53	16.71	-1.91	-10.28
		4/07/08	4/28/08	21	10.11	12.58	7.64	-2.47	-24.40
		11/16/15	11/23/15	7	9.50	9.67	9.32	-0.18	-1.86
		8/21/17	9/04/17	14	5.75	5.57	5.94	0.19	3.29
		3/20/23	4/03/23	14	5.01	5.30	4.71	-0.30	-5.95
		5/01/23	5/08/23	7	4.89	4.86	4.92	0.03	0.54	-34.98
Equinor		6/17/13	7/08/13	21	20.61	19.72	21.53	0.93	4.49
		6/15/15	6/22/15	7	16.90	16.99	16.82	-0.08	-0.50
		7/27/15	8/03/15	7	15.38	15.97	14.78	-0.59	-3.86
		8/10/15	8/17/15	7	16.39	15.66	17.14	0.76	4.62
		8/24/15	10/19/15	56	13.06	16.55	9.57	-3.49	-26.70
		1/18/16	1/25/16	7	11.59	12.33	10.85	-0.74	-6.39
		3/09/20	6/08/20	91	11.00	16.14	5.85	-5.14	-46.78	-61.81

Annotations

9/13/23	Novo Nordisk	stock split 1:2 (two for one)
5/13/22	Atlas Copco A	splits 1:4 (four for one)
5/19/21	Hexagon	stock split 1:7 (seven for one)
	Investor	stock split 1:4 (four for one)
4/03/19	Neste Oil	stock split 1:3 (three for one)
6/19/18	Atlas Copco A	spin-off Epiroc
5/16/18	Statoil	is now called Equinor
9/19/16	Nordic 30	Vestas Wind Systems replaces Yara
9/05/15	Nordic 30	Pandora replaces Seadrill (market adjustment to index)
6/03/15	Assa Abloy	ex split 1:3 (three for one)
5/19/15	Svenska Handelsbank	ex Split 1:3 (three for one)
9/22/14	Nordic 30	Coloplast replaces Swedish Match.


	is taking down something concerning