Share-o-matic - Portfolio

Thu, 19th Mar 2026, 11:00UTC

Assessment - STOXX Nordic 30 in Euro - 1/07/24 - RS = 15

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	18/03/24	prc diff	⇓ Δ15	∅-RS
		Stoxx Nordic 30	13,553.700	12/08/24	-0.46	14,127.600	-4.06	14,038.700	88.900	0.63	7.34
		Novo Nordisk	119.733	12/08/24	-2.80	134.711	-11.12	122.612	12.099	9.87	39.62
		EQT	27.758	12/08/24	-0.13	27.591	0.60	29.414	-1.823	-6.20	24.17
	L	Atlas Copco A	15.532	12/08/24	0.28	17.430	-10.89	16.028	1.402	8.75	22.02
	L	Investor	25.075	12/08/24	0.30	25.430	-1.40	23.175	2.256	9.73	25.59
		Novonesis	57.553	12/08/24	0.12	56.642	1.61	54.573	2.068	3.79	20.55
		S.E.B	13.213	12/08/24	-0.10	13.835	-4.50	13.531	0.304	2.25	16.86
		Assa Abloy	26.820	12/08/24	0.13	26.329	1.86	26.481	-0.153	-0.58	11.77
	L	Ericsson	6.232	12/08/24	1.14	5.883	5.93	4.944	0.939	18.99	20.19
	L	Kone	46.750	12/08/24	-0.32	46.200	1.19	42.740	3.460	8.10	7.76
		Volvo	22.419	12/08/24	-0.12	23.970	-6.47	26.926	-2.956	-10.98	11.06
	L	Essity B	26.048	12/08/24	-0.97	24.190	7.68	21.823	2.367	10.85	8.83
		Coloplast	118.593	12/08/24	0.25	111.620	6.25	124.812	-13.192	-10.57	2.21
		Swedbank	18.158	12/08/24	-0.86	19.517	-6.96	19.815	-0.298	-1.51	10.77
		Nordea Bank	10.504	12/08/24	-0.13	11.411	-7.95	10.940	0.471	4.31	7.25
		Hexagon	8.829	12/08/24	-0.15	10.556	-16.36	10.960	-0.404	-3.68	9.83
		UPM-Kymmene	29.730	12/08/24	0.17	32.850	-9.50	29.200	3.650	12.50	4.14
	L	Nokia	3.518	12/08/24	1.05	3.670	-4.14	3.227	0.443	13.71	1.09
	L	Carlsberg B	107.490	12/08/24		113.176	-5.02	123.310	-10.134	-8.22	-8.85
		Sandvik	17.763	12/08/24	-0.54	18.850	-5.77	21.171	-2.321	-10.96	1.46
	S	DNB	18.752	12/08/24	0.14	18.534	1.18	18.223	0.311	1.71	2.31
		Vestas Wind Systems	20.416	12/08/24	-7.76	21.737	-6.08	25.665	-3.928	-15.31	-8.63
	S	Svenska Handelsbank	8.956	12/08/24	0.29	8.925	0.34	10.599	-1.673	-15.79	1.38
		Sampo	40.490	12/08/24	0.40	40.180	0.77	40.620	-0.440	-1.08	-2.21
	L	Ørsted	55.985	12/08/24	0.63	50.420	11.04	47.572	2.847	5.99	-5.24
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	18/03/24	prc diff	⇓ Δ15	∅-RS
		Equinor	26.552	12/08/24	3.19	26.683	-0.49	24.197	2.486	10.27	-2.14
	L	DSV	162.992	12/08/24		153.337	6.30	139.418	13.919	9.98	-2.41
	S	Evolution	87.465	12/08/24	-0.88	96.925	-9.76	120.263	-23.338	-19.41	-6.85
		Genmab	244.186	12/08/24	0.89	232.587	4.99	274.007	-41.420	-15.12	-20.65
		NIBE Industrier	3.909	12/08/24	0.18	3.959	-1.26	4.844	-0.885	-18.27	-29.59
	S	Neste	18.205	12/08/24	-1.54	16.860	7.98	24.900	-8.040	-32.29	-40.24
Nordic 30 - 30 out of 30 instruments rated - 1/07/24 / 18/03/24 - 15 did rise, Market-Ratio(15) in EUR = 50.00 %

Technical Chart

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

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

Transactions STOXX Nordic 30 in Euro * 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
2/01/06		5/06/06	154		- cash -
short	5/06/06	28/08/06	84		Ericsson	100	838	11.930	12.987	10.874	-1.057	-9	9,114	-33
28/08/06		23/07/07	329		- cash -
	23/07/07	1/10/07	70		Essity B	100	897	10.155	10.381	9.930	-0.225	-2	8,912	-11
1/10/07		15/10/07	14		- cash -
	15/10/07	7/04/08	175		Essity B	100	882	10.101	9.919	10.286	0.185	2	9,076	4
	7/04/08	28/04/08	21		Ericsson	100	1,420	6.387	7.780	4.995	-1.393	-22	7,098	-99
28/04/08		9/06/08	42		- cash -
	9/06/08	6/10/08	119		NIBE Industrier	100	23,392	0.303	0.261	0.353	0.049	16	8,248	58
	6/10/08	2/02/09	119		DNB	100	2,206	3.738	2.993	4.669	0.931	25	10,301	98
2/02/09		16/02/09	14		- cash -
	16/02/09	16/03/09	28		Swedbank	100	4,149	2.483	2.404	2.564	0.081	3	10,639	52
16/03/09		23/03/09	7		- cash -
	23/03/09	30/03/09	7		S.E.B	100	4,369	2.435	2.972	1.898	-0.537	-22	8,295	-100
30/03/09		8/02/10	315		- cash -
	8/02/10	15/02/10	7		Genmab	100	680	12.190	12.713	11.666	-0.523	-4	7,939	-90
15/02/10		23/05/11	462		- cash -
	23/05/11	27/06/11	35		Vestas Wind Systems	100	1,854	4.281	3.022	6.064	1.783	42	11,244	3,677
27/06/11		4/07/11	7		- cash -
	4/07/11	28/11/11	147		Nokia	100	2,584	4.350	4.150	4.560	0.210	5	11,786	12
28/11/11		14/05/12	168		- cash -
	14/05/12	23/07/12	70		Vestas Wind Systems	100	10,400	1.133	0.678	1.895	0.762	67	19,707	1,359
23/07/12		17/06/13	329		- cash -
	17/06/13	8/07/13	21		Equinor	100	1,175	16.762	15.947	17.619	0.857	5	20,714	138
8/07/13		2/09/13	56		- cash -
	2/09/13	9/09/13	7		Sandvik	100	1,992	10.397	10.322	10.474	0.076	1	20,866	46
9/09/13		15/09/14	371		- cash -
	15/09/14	22/09/14	7		Volvo	100	2,373	8.791	8.841	8.741	-0.050	-1	20,747	-26
22/09/14		13/10/14	21		- cash -
	13/10/14	27/10/14	14		Volvo	100	2,553	8.125	8.865	7.386	-0.740	-9	18,859	-92
27/10/14		15/06/15	231		- cash -
	15/06/15	22/06/15	7		Equinor	100	1,169	16.121	16.258	15.983	-0.138	-1	18,698	-36
22/06/15		29/06/15	7		- cash -
	29/06/15	13/07/15	14		Coloplast	100	314	59.439	62.359	56.519	-2.920	-5	17,781	-73
13/07/15		27/07/15	14		- cash -
	27/07/15	3/08/15	7		Equinor	100	1,234	14.398	15.046	13.750	-0.648	-5	16,981	-91
3/08/15		10/08/15	7		- cash -
	10/08/15	17/08/15	7		Equinor	100	1,123	15.116	14.460	15.801	0.686	5	17,752	911
17/08/15		24/08/15	7		- cash -
	24/08/15	19/10/15	56		Equinor	100	1,469	12.083	15.278	8.888	-3.195	-26	13,058	-86
19/10/15		26/10/15	7		- cash -
	26/10/15	9/11/15	14		DNB	100	1,096	11.909	12.301	11.516	-0.393	-3	12,628	-58
9/11/15		16/11/15	7		- cash -
	16/11/15	23/11/15	7		Ericsson	100	1,434	8.802	8.935	8.669	-0.133	-2	12,436	-55
23/11/15		18/01/16	56		- cash -
	18/01/16	25/01/16	7		Equinor	100	1,175	10.582	11.218	9.947	-0.635	-6	11,690	-96
25/01/16		8/02/16	14		- cash -
	8/02/16	28/03/16	49		Atlas Copco A	100	3,309	3.532	4.021	3.044	-0.488	-14	10,075	-67
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
28/03/16		4/04/16	7		- cash -
	4/04/16	25/04/16	21		Nordea Bank	100	1,212	8.313	8.653	7.973	-0.340	-4	9,663	-52
25/04/16		27/06/16	63		- cash -
	27/06/16	4/07/16	7		Nordea Bank	100	1,343	7.193	7.456	6.929	-0.264	-4	9,309	-86
4/07/16		21/08/17	413		- cash -
	21/08/17	4/09/17	14		Ericsson	100	1,838	5.063	4.887	5.246	0.183	4	9,645	152
4/09/17		5/02/18	154		- cash -
	5/02/18	26/02/18	21		Vestas Wind Systems	100	896	10.759	12.036	9.482	-1.277	-12	8,501	-89
26/02/18		5/03/18	7		- cash -
	5/03/18	12/03/18	7		Vestas Wind Systems	100	734	11.573	11.611	11.534	-0.039	0	8,472	-16
12/03/18		26/03/18	14		- cash -
	26/03/18	16/04/18	21		Svenska Handelsbank	100	867	9.766	9.513	10.025	0.259	3	8,697	58
16/04/18		30/04/18	14		- cash -
	30/04/18	14/05/18	14		Vestas Wind Systems	100	809	10.739	11.740	9.738	-1.001	-9	7,887	-92
14/05/18		22/10/18	161		- cash -
	22/10/18	28/01/19	98		Atlas Copco A	100	1,521	5.183	5.655	4.711	-0.472	-9	7,168	-30
28/01/19		5/08/19	189		- cash -
	5/08/19	26/08/19	21		Swedbank	100	606	11.818	11.528	12.117	0.298	3	7,349	54
26/08/19		9/03/20	196		- cash -
	9/03/20	8/06/20	91		Equinor	100	709	10.364	14.930	5.799	-4.565	-44	4,112	-90
8/06/20		2/11/20	147		- cash -
	2/11/20	9/11/20	7		Nokia	100	1,457	2.821	3.090	2.552	-0.269	-10	3,720	-99
9/11/20		29/11/21	385		- cash -
	29/11/21	13/12/21	14		Neste	100	86	42.980	42.460	43.506	0.526	1	3,765	37
13/12/21		20/12/21	7		- cash -
	20/12/21	27/12/21	7		Vestas Wind Systems	100	147	25.573	26.635	24.511	-1.062	-4	3,609	-89
27/12/21		24/01/22	28		- cash -
	24/01/22	28/02/22	35		Vestas Wind Systems	100	154	23.376	29.245	17.506	-5.870	-25	2,705	-95
	28/02/22	30/05/22	91		Neste	100	76	35.180	43.430	26.930	-8.250	-23	2,078	-66
	30/05/22	15/08/22	77		EQT	100	74	27.755	25.845	29.806	2.051	7	2,230	40
15/08/22		5/09/22	21		- cash -
	5/09/22	3/10/22	28		EQT	100	101	22.008	20.262	23.905	1.897	9	2,422	194
3/10/22		10/10/22	7		- cash -
	10/10/22	17/10/22	7		EQT	100	126	19.125	19.417	18.833	-0.292	-2	2,385	-55
17/10/22		20/03/23	154		- cash -
	20/03/23	3/04/23	14		Ericsson	100	473	5.032	5.333	4.731	-0.301	-6	2,242	-80
3/04/23		1/05/23	28		- cash -
	1/05/23	8/05/23	7		Ericsson	100	450	4.976	4.968	4.983	0.007	0	2,246	8
8/05/23		22/05/23	14		- cash -
	22/05/23	26/06/23	35		Neste	100	60	37.350	34.760	40.133	2.783	7	2,413	112
26/06/23		17/07/23	21		- cash -
	17/07/23	24/07/23	7		Nokia	100	699	3.452	3.586	3.317	-0.135	-4	2,319	-87
24/07/23		31/07/23	7		- cash -
	31/07/23	20/11/23	112		Neste	100	69	33.460	34.720	32.200	-1.260	-4	2,232	-12
20/11/23		27/11/23	7		- cash -
	27/11/23	4/12/23	7		Ørsted	100	53	41.773	44.531	39.014	-2.758	-7	2,086	-97
4/12/23		19/03/26	836		- cash -
accum	5/06/06	4/12/23	1862	days out of 7381 invested (25%)							-79		2,086	-26

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	23/05/11	27/06/11	35	4.28	3.02	6.06	1.78	41.65
		14/05/12	23/07/12	70	1.13	0.68	1.89	0.76	67.21
		5/02/18	26/02/18	21	10.76	12.04	9.48	-1.28	-11.87
		5/03/18	12/03/18	7	11.57	11.61	11.53	-0.04	-0.34
		30/04/18	14/05/18	14	10.74	11.74	9.74	-1.00	-9.32
		20/12/21	27/12/21	7	25.57	26.64	24.51	-1.06	-4.15
		24/01/22	28/02/22	35	23.38	29.25	17.51	-5.87	-25.11	35.40
DNB		6/10/08	2/02/09	119	3.74	2.99	4.67	0.93	24.90
		26/10/15	9/11/15	14	11.91	12.30	11.52	-0.39	-3.30	20.78
NIBE Industrier		9/06/08	6/10/08	119	0.30	0.26	0.35	0.05	16.20	16.20
EQT		30/05/22	15/08/22	77	27.75	25.85	29.81	2.05	7.39
		5/09/22	3/10/22	28	22.01	20.26	23.90	1.90	8.62
		10/10/22	17/10/22	7	19.13	19.42	18.83	-0.29	-1.53	14.86
Swedbank		16/02/09	16/03/09	28	2.48	2.40	2.56	0.08	3.28
		5/08/19	26/08/19	21	11.82	11.53	12.12	0.30	2.52	5.89
Svenska Handelsbank		26/03/18	16/04/18	21	9.77	9.51	10.02	0.26	2.65	2.65
Sandvik		2/09/13	9/09/13	7	10.40	10.32	10.47	0.08	0.73	0.73
Essity B		23/07/07	1/10/07	70	10.16	10.38	9.93	-0.23	-2.22
		15/10/07	7/04/08	175	10.10	9.92	10.29	0.18	1.83	-0.43
Genmab		8/02/10	15/02/10	7	12.19	12.71	11.67	-0.52	-4.29	-4.29
Coloplast		29/06/15	13/07/15	14	59.44	62.36	56.52	-2.92	-4.91	-4.91
Ørsted		27/11/23	4/12/23	7	41.77	44.53	39.01	-2.76	-6.60	-6.60
Nordea Bank		4/04/16	25/04/16	21	8.31	8.65	7.97	-0.34	-4.09
		27/06/16	4/07/16	7	7.19	7.46	6.93	-0.26	-3.67	-7.60
Nokia		4/07/11	28/11/11	147	4.35	4.15	4.56	0.21	4.82
		2/11/20	9/11/20	7	2.82	3.09	2.55	-0.27	-9.54
		17/07/23	24/07/23	7	3.45	3.59	3.32	-0.13	-3.90	-8.87
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Volvo		15/09/14	22/09/14	7	8.79	8.84	8.74	-0.05	-0.57
		13/10/14	27/10/14	14	8.13	8.86	7.39	-0.74	-9.10	-9.62
Neste		29/11/21	13/12/21	14	42.98	42.46	43.51	0.53	1.22
		28/02/22	30/05/22	91	35.18	43.43	26.93	-8.25	-23.45
		22/05/23	26/06/23	35	37.35	34.76	40.13	2.78	7.45
		31/07/23	20/11/23	112	33.46	34.72	32.20	-1.26	-3.77	-19.87
Atlas Copco A		8/02/16	28/03/16	49	3.53	4.02	3.04	-0.49	-13.82
		22/10/18	28/01/19	98	5.18	5.66	4.71	-0.47	-9.11	-21.67
S.E.B		23/03/09	30/03/09	7	2.43	2.97	1.90	-0.54	-22.04	-22.04
Ericsson		5/06/06	28/08/06	84	11.93	12.99	10.87	-1.06	-8.86
		7/04/08	28/04/08	21	6.39	7.78	4.99	-1.39	-21.80
		16/11/15	23/11/15	7	8.80	8.94	8.67	-0.13	-1.52
		21/08/17	4/09/17	14	5.06	4.89	5.25	0.18	3.61
		20/03/23	3/04/23	14	5.03	5.33	4.73	-0.30	-5.99
		1/05/23	8/05/23	7	4.98	4.97	4.98	0.01	0.15	-31.53
Equinor		17/06/13	8/07/13	21	16.76	15.95	17.62	0.86	5.11
		15/06/15	22/06/15	7	16.12	16.26	15.98	-0.14	-0.85
		27/07/15	3/08/15	7	14.40	15.05	13.75	-0.65	-4.50
		10/08/15	17/08/15	7	15.12	14.46	15.80	0.69	4.54
		24/08/15	19/10/15	56	12.08	15.28	8.89	-3.19	-26.44
		18/01/16	25/01/16	7	10.58	11.22	9.95	-0.64	-6.00
		9/03/20	8/06/20	91	10.36	14.93	5.80	-4.57	-44.05	-59.75

Annotations

13/09/23	Novo Nordisk	stock split 1:2 (two for one)
13/05/22	Atlas Copco A	splits 1:4 (four for one)
19/05/21	Hexagon	stock split 1:7 (seven for one)
	Investor	stock split 1:4 (four for one)
3/04/19	Neste Oil	stock split 1:3 (three for one)
19/06/18	Atlas Copco A	spin-off Epiroc
16/05/18	Statoil	is now called Equinor
19/09/16	Nordic 30	Vestas Wind Systems replaces Yara
5/09/15	Nordic 30	Pandora replaces Seadrill (market adjustment to index)
3/06/15	Assa Abloy	ex split 1:3 (three for one)
19/05/15	Svenska Handelsbank	ex Split 1:3 (three for one)
22/09/14	Nordic 30	Coloplast replaces Swedish Match.


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