Share-o-matic - Portfolio

Mon, Dec 15th, 2025, 17:33UTC

Assessment - Medical Technology - 7/01/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	7/01/24	Δwk	1/01/24	prc diff	⇓ Δ26	Curr	⇓∅-RS
		SOM Medical Tech	936.448	8/12/24	-0.02	924.069	1.34	961.781	-37.712	-3.92	USD	1.19
		Smith and Nephew	1,156.000	8/12/24	-0.86	975.600	18.49	1,078.500	-102.900	-9.54	GBP	-6.12
	S	Illumina	124.540	8/12/24	0.79	105.500	18.05	139.240	-33.740	-24.23	USD	-18.46
	L	ResMed	33.030	8/12/24	1.13	28.600	15.49	25.440	3.160	12.42	AUD	18.50
	S	Sartorius	241.100	8/12/24	-2.90	211.700	13.89	333.200	-121.500	-36.46	EUR	-21.62
	S	Sino Biopharm	2.950	8/12/24	2.08	2.670	10.49	3.470	-0.800	-23.05	HKD	-11.18
	L	Fisher & Paykel HC	32.790	8/12/24	0.89	29.950	9.48	23.600	6.350	26.91	NZD	26.97
	L	Fresenius	30.890	8/12/24		28.300	9.15	28.070	0.230	0.82	EUR	8.43
	S	Getinge	198.050	8/12/24	-0.10	181.450	9.15	224.600	-43.150	-19.21	SEK	-12.69
		GE HealthCare	82.370	8/12/24	-1.24	76.260	8.01	77.320	-1.060	-1.37	USD	1.72
		DiaSorin	100.100	8/12/24	0.48	93.280	7.31	93.240	0.040	0.04	EUR	6.70
		WuXi AppTec	41.380	8/12/24	-0.29	38.660	7.04	72.760	-34.100	-46.87	CNY	-29.23
		Sonic Healthcare	27.450	8/12/24	0.22	25.660	6.98	32.080	-6.420	-20.01	AUD	-14.37
		Intuitive Surgical	465.530	8/12/24	0.46	436.240	6.71	337.360	98.880	29.31	USD	27.85
	S	Medtronic	81.190	8/12/24	-1.04	77.120	5.28	82.380	-5.260	-6.39	USD	-2.42
		Cochlear	339.370	8/12/24	0.26	322.560	5.21	298.670	23.890	8.00	AUD	17.08
	S	Sysmex	2,624.000	8/09/24	1.04	2,526.500	3.86	2,619.330	-92.830	-3.54	JPY	-5.26
		Terumo	2,611.000	8/09/24	5.05	2,548.000	2.47	2,311.000	237.000	10.26	JPY	8.55
	L	Ambu	137.700	8/12/24	-0.40	136.550	0.84	105.200	31.350	29.80	DKK	37.16
	S	Straumann	112.350	8/12/24	0.76	112.700	-0.31	135.600	-22.900	-16.89	CHF	-16.75
	L	Sonova	278.100	8/12/24	-1.52	280.300	-0.78	274.400	5.900	2.15	CHF	8.87
		ConvaTec	231.600	8/12/24	-0.17	236.400	-2.03	244.200	-7.800	-3.19	GBP	4.59
		Gerresheimer	97.300	8/12/24	-1.47	101.100	-3.76	94.350	6.750	7.15	EUR	-1.05
		Siemens Healthineers	50.280	8/12/24	0.08	53.840	-6.61	52.600	1.240	2.36	EUR	2.97
		Fresenius MedCare	33.130	8/12/24	-1.31	35.880	-7.66	37.960	-2.080	-5.48	EUR	-3.75
		⇓instrument	freshest		⇓ Δday	7/01/24	Δwk	1/01/24	prc diff	⇓ Δ26	Curr	⇓∅-RS
	L	Eckert & Ziegler	42.420	8/12/24	1.34	46.020	-7.82	41.300	4.720	11.43	EUR	20.02
		Drägerwerk	45.750	8/12/24	0.44	49.950	-8.41	51.800	-1.850	-3.57	EUR	4.48
	S	Carl Zeiss Meditec	60.350	8/12/24	-5.33	66.250	-8.91	98.840	-32.590	-32.97	EUR	-29.17
	L	Stratec	41.500	8/12/24	4.27	45.850	-9.49	45.550	0.300	0.66	EUR	4.56
	S	Align Technology	213.570	8/12/24	-0.63	238.640	-10.51	274.000	-35.360	-12.91	USD	-13.41
	L	Amplifon	28.150	8/12/24	1.33	33.220	-15.26	31.340	1.880	6.00	EUR	12.85
		DexCom	71.270	8/12/24	2.16	112.170	-36.46	124.090	-11.920	-9.61	USD	1.43
Medical Tech - 31 out of 31 instruments rated - 7/01/24 / 1/01/24 - 14 did rise, Market-Ratio(26) = 45.16 %

Technical Chart

	Medical Tech RS = 26 - B/S = 60/40

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

Transactions Medical Technology * 26 - 60/40 (2)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		3/10/08	798		- cash -
short	3/10/08	8/11/08	154		Carl Zeiss Meditec	50	561	EUR	8.900	10.460	7.340	-1.560	-18	9,125	-37
					Drägerwerk	50	137	EUR	36.520	41.780	31.260	-5.260	-14	8,404	-31
100							-16							-34
long	8/11/08	9/29/08	49		Intuitive Surgical	50	122	USD	34.250	27.930		-6.320	-18	7,633	-78
					Illumina	50	95	USD	44.420	40.380		-4.040	-9	7,249	-51
100							-14							-67
short	9/29/08	6/08/09	252		Sonova	50	50	CHF	72.000	83.100	60.900	-11.100	-15	6,694	-22
					Intuitive Surgical	50	130	USD	27.930	16.940	46.050	18.120	65	9,050	106
100							25							38
long	6/08/09	10/04/10	483		Stratec	50	244	EUR	18.490	30.035		11.545	62	11,867	44
					Sonova	50	54	CHF	83.100	118.300		35.200	42	13,768	31
100							52							38
short	10/04/10	11/22/10	49		Medtronic	50	207	USD	33.210	34.700	31.720	-1.490	-4	13,459	-29
					Sonic Healthcare	50	631	AUD	10.920	11.580	10.260	-0.660	-6	13,043	-37
100							-5							-33
long	11/22/10	8/08/11	259		Fresenius	50	297	EUR	21.886	21.263		-0.623	-3	12,858	-4
					Illumina	50	107	USD	60.870	51.000		-9.870	-16	11,802	-22
100							-10							-13
short	8/08/11	2/06/12	182		Sonova	50	92	CHF	63.550	98.700	28.400	-35.150	-55	8,568	-80
					Fisher & Paykel HC	50	2,589	NZD	2.300	2.120	2.495	0.195	8	9,074	18
100							-23							-41
long	2/06/12	8/24/15	1295		Intuitive Surgical	50	83	USD	54.600	54.530		-0.070	0	9,068	0
					Getinge	50	24	SEK	187.700	184.000		-3.700	-2	8,979	-1
100							-1							0
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	8/24/15	11/02/15	70		Stratec	50	107	EUR	41.760	54.040	29.480	-12.280	-29	7,665	-84
					Sonova	50	36	CHF	122.600	136.000	109.200	-13.400	-11	7,183	-45
100							-20							-69
long	11/02/15	1/18/16	77		Fresenius	50	53	EUR	67.630	58.140		-9.490	-14	6,680	-51
					Gerresheimer	50	50	EUR	71.740	64.170		-7.570	-11	6,301	-41
100							-12							-46
short	1/18/16	2/22/16	35		Drägerwerk	50	55	EUR	57.000	61.530	52.470	-4.530	-8	6,052	-58
					Sonic Healthcare	50	184	AUD	17.180	18.150	16.210	-0.970	-6	5,873	-45
100							-7							-52
long	2/22/16	11/21/16	273		Fisher & Paykel HC	50	326	NZD	8.990	8.710		-0.280	-3	5,782	-4
					Terumo	50	310	JPY	9.493	10.175		0.683	7	5,994	10
100							2							3
short	11/21/16	12/26/16	35		Stratec	50	69	EUR	42.820	45.400	40.240	-2.580	-6	5,816	-48
					Getinge	50	20	SEK	146.000	147.200	144.800	-1.200	-1	5,792	-8
100							-3							-31
long	12/26/16	1/02/17	7		Fresenius	50	39	EUR	73.540	74.770		1.230	2	5,840	137
					Drägerwerk	50	36	EUR	79.090	80.910		1.820	2	5,905	227
100							2							179
short	1/02/17	3/13/17	70		Illumina	50	23	USD	128.040	166.910	89.170	-38.870	-30	5,011	-85
					Getinge	50	19	SEK	148.400	156.100	140.700	-7.700	-5	4,865	-24
100							-18							-65
long	3/13/17	11/06/17	238		Carl Zeiss Meditec	50	58	EUR	41.300	45.985		4.685	11	5,137	18
					Drägerwerk	50	28	EUR	87.190	95.090		7.900	9	5,358	14
100							10							16
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	11/06/17	2/26/18	112		Henry Schein	50	38	USD	70.040	67.690	72.472	2.432	3	5,450	12
					ConvaTec	50	1,427	GBP	1.889	2.120	1.658	-0.231	-12	5,121	-35
100							-4							-14
long	2/26/18	10/29/18	245		Sartorius	50	22	EUR	111.900	121.500		9.600	9	5,332	13
					Intuitive Surgical	50	18	USD	144.000	159.290		15.290	11	5,607	16
100							10							15
short	10/29/18	4/15/19	168		Drägerwerk	50	59	EUR	46.760	46.200	47.327	0.567	1	5,641	3
					Dentsply Sirona	50	82	USD	34.320	51.230	17.410	-16.910	-49	4,254	-77
100							-24							-45
long	4/15/19	3/16/20	336		Sartorius	50	13	EUR	160.400	174.200		13.800	9	4,433	9
					Getinge	50	18	SEK	116.100	157.300		41.200	35	5,175	39
100							22							24
short	3/16/20	7/20/20	126		Fresenius	50	87	EUR	29.610	44.390	14.830	-14.780	-50	3,889	-87
					Align Technology	50	16	USD	161.720	312.970	10.470	-151.250	-94	1,469	-100
100							-72							-97
long	7/20/20	1/10/22	539		Sartorius	50	2	EUR	343.800	494.800		151.000	44	1,771	28
					Ambu	50	3	DKK	237.100	152.250		-84.850	-36	1,516	-26
100							3							2
short	1/10/22	3/06/23	420		Drägerwerk	50	14	EUR	51.250	42.100	62.389	11.139	22	1,672	19
					Ambu	50	5	DKK	152.250	114.150	203.067	50.817	33	1,927	28
100							28							24
long	3/06/23	8/21/23	168		Gerresheimer	50	10	EUR	87.650	116.700		29.050	33	2,217	86
					Ambu	50	9	DKK	114.150	91.180		-22.970	-20	2,010	-39
100							4							10
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	8/21/23	2/19/24	182		Stratec	50	20	EUR	49.600	44.100	55.786	6.186	12	2,134	27
					Sino Biopharm	50	341	HKD	2.980	3.100	2.860	-0.120	-4	2,093	-8
100							4							8
long	2/19/24	8/12/24	175		Cochlear	50	3	AUD	327.820	339.370		11.550	4	2,128	7
		8/09/24	172		Terumo	50	39	JPY	28.165	26.110		-2.055	-7	2,048	-15
100							-2							-5
accum	3/10/08	8/09/24	6489	days out of 7287 invested (89%)								-80		2,048	-9

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Sartorius	long	2/26/18	10/29/18	245	111.90	121.50		9.60	8.58	50	4.29
	long	4/15/19	3/16/20	336	160.40	174.20		13.80	8.60		4.30
	long	7/20/20	1/10/22	539	343.80	494.80		151.00	43.92		21.96	32.66
Intuitive Surgical	long	8/11/08	9/29/08	49	34.25	27.93		-6.32	-18.45		-9.23
	short	9/29/08	6/08/09	252	27.93	16.94	46.05	18.12	64.88		32.44
	long	2/06/12	8/24/15	1295	54.60	54.53		-0.07	-0.13		-0.06
	long	2/26/18	10/29/18	245	144.00	159.29		15.29	10.62		5.31	26.52
Stratec	long	6/08/09	10/04/10	483	18.49	30.04		11.55	62.44		31.22
	short	8/24/15	11/02/15	70	41.76	54.04	29.48	-12.28	-29.41		-14.70
	short	11/21/16	12/26/16	35	42.82	45.40	40.24	-2.58	-6.03		-3.01
	short	8/21/23	2/19/24	182	49.60	44.10	55.79	6.19	12.47		6.24	15.32
Getinge	long	2/06/12	8/24/15	1295	187.70	184.00		-3.70	-1.97		-0.99
	short	11/21/16	12/26/16	35	146.00	147.20	144.80	-1.20	-0.82		-0.41
	short	1/02/17	3/13/17	70	148.40	156.10	140.70	-7.70	-5.19		-2.59
	long	4/15/19	3/16/20	336	116.10	157.30		41.20	35.49		17.74	13.09
Gerresheimer	long	11/02/15	1/18/16	77	71.74	64.17		-7.57	-10.55		-5.28
	long	3/06/23	8/21/23	168	87.65	116.70		29.05	33.14		16.57	10.42
Drägerwerk	short	3/10/08	8/11/08	154	36.52	41.78	31.26	-5.26	-14.40		-7.20
	short	1/18/16	2/22/16	35	57.00	61.53	52.47	-4.53	-7.95		-3.97
	long	12/26/16	1/02/17	7	79.09	80.91		1.82	2.30		1.15
	long	3/13/17	11/06/17	238	87.19	95.09		7.90	9.06		4.53
	short	10/29/18	4/15/19	168	46.76	46.20	47.33	0.57	1.21		0.61
	short	1/10/22	3/06/23	420	51.25	42.10	62.39	11.14	21.73		10.87	5.09
Fisher & Paykel HC	short	8/08/11	2/06/12	182	2.30	2.12	2.50	0.20	8.49		4.25
	long	2/22/16	11/21/16	273	8.99	8.71		-0.28	-3.11		-1.56	2.62
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Cochlear	long	2/19/24	8/12/24	175	327.82	339.37		11.55	3.52		1.76	1.76
Henry Schein	short	11/06/17	2/26/18	112	70.04	67.69	72.47	2.43	3.47		1.74	1.74
Terumo	long	2/22/16	11/21/16	273	9.49	10.18		0.68	7.19		3.59
	long	2/19/24	8/09/24	172	28.17	26.11		-2.06	-7.30		-3.65	-0.18
Sino Biopharm	short	8/21/23	2/19/24	182	2.98	3.10	2.86	-0.12	-4.03		-2.01	-2.01
Medtronic	short	10/04/10	11/22/10	49	33.21	34.70	31.72	-1.49	-4.49		-2.24	-2.24
Carl Zeiss Meditec	short	3/10/08	8/11/08	154	8.90	10.46	7.34	-1.56	-17.53		-8.76
	long	3/13/17	11/06/17	238	41.30	45.99		4.69	11.34		5.67	-3.59
Sonic Healthcare	short	10/04/10	11/22/10	49	10.92	11.58	10.26	-0.66	-6.04		-3.02
	short	1/18/16	2/22/16	35	17.18	18.15	16.21	-0.97	-5.65		-2.82	-5.76
ConvaTec	short	11/06/17	2/26/18	112	1.89	2.12	1.66	-0.23	-12.23		-6.11	-6.11
Ambu	long	7/20/20	1/10/22	539	237.10	152.25		-84.85	-35.79		-17.89
	short	1/10/22	3/06/23	420	152.25	114.15	203.07	50.82	33.38		16.69
	long	3/06/23	8/21/23	168	114.15	91.18		-22.97	-20.12		-10.06	-13.83
Sonova	short	9/29/08	6/08/09	252	72.00	83.10	60.90	-11.10	-15.42		-7.71
	long	6/08/09	10/04/10	483	83.10	118.30		35.20	42.36		21.18
	short	8/08/11	2/06/12	182	63.55	98.70	28.40	-35.15	-55.31		-27.66
	short	8/24/15	11/02/15	70	122.60	136.00	109.20	-13.40	-10.93		-5.46	-23.51
Dentsply Sirona	short	10/29/18	4/15/19	168	34.32	51.23	17.41	-16.91	-49.27		-24.64	-24.64
Illumina	long	8/11/08	9/29/08	49	44.42	40.38		-4.04	-9.10		-4.55
	long	11/22/10	8/08/11	259	60.87	51.00		-9.87	-16.21		-8.11
	short	1/02/17	3/13/17	70	128.04	166.91	89.17	-38.87	-30.36		-15.18	-25.60
Fresenius	long	11/22/10	8/08/11	259	21.89	21.26		-0.62	-2.85		-1.42
	long	11/02/15	1/18/16	77	67.63	58.14		-9.49	-14.03		-7.02
	long	12/26/16	1/02/17	7	73.54	74.77		1.23	1.67		0.84
	short	3/16/20	7/20/20	126	29.61	44.39	14.83	-14.78	-49.92		-24.96	-30.64
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Align Technology	short	3/16/20	7/20/20	126	161.72	312.97	10.47	-151.25	-93.53		-46.76	-46.76

Annotations

3/28/24	Sysmex	stock split 1:3 (three for one)
	Terumo	stock split 1:2 (two for one)
4/20/22	Straumann	stock split 1:10 (ten for one)
10/05/21	Intuitive Surgical	stock split 1:3 (three for one)
6/13/16	Sartorius	stock split 1:4 (four for one)
8/27/15	Med. Ausrüstung	complete analysis


	is taking down something concerning