Share-o-matic - Assessment nx-25 (nx-25 - Natur-Aktienindex)

Assessment - nx-25 - Natur-Aktienindex in Pound sterling - 7/01/24 - RS = 9

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/29/24	prc diff	⇓ Δ9	∅-RS
	L	SOM Price Index	743.415	8/12/24	-0.26	758.731	-2.02	735.920	22.811	3.10	12.97
	L	Sprouts	76.081	8/12/24	-0.10	66.106	15.09	53.710	12.396	23.08	70.56
	L	First Solar	173.417	8/12/24	3.51	176.169	-1.56	143.888	32.281	22.43	29.56
		Deckers Outdoor	726.399	8/12/24	3.15	748.548	-2.96	662.374	86.174	13.01	39.34
	L	L'Occitane	3.343	7/29/24	0.72	3.285	1.76	2.994	0.292	9.74	33.49
	L	Eramet	61.387	8/12/24	5.24	82.896	-25.95	79.793	3.103	3.89	30.64
		Interface	12.902	8/12/24	-0.79	11.525	11.94	12.540	-1.015	-8.10	25.11
	L	INIT Innov. in Traff	32.242	8/12/24	-3.55	33.684	-4.28	34.392	-0.708	-2.06	25.67
		Encompass Health	68.708	8/12/24	1.33	67.522	1.76	66.553	0.969	1.46	18.94
	L	Kurita Water	27.583	8/09/24	-9.14	33.604	-17.92	31.607	1.997	6.32	12.00
	L	eBay	44.147	8/12/24	-1.26	41.671	5.94	41.974	-0.303	-0.72	15.96
	L	Shimano	132.576	8/09/24	-0.48	122.712	8.04	128.019	-5.307	-4.15	2.64
	L	Geberit	457.653	8/12/24	-0.72	463.255	-1.21	436.007	27.249	6.25	5.46
		MillerKnoll	21.468	8/12/24	-3.49	20.931	2.57	20.840	0.091	0.44	12.67
	L	Ormat Technologies	56.724	8/12/24	-1.10	54.739	3.63	51.307	3.432	6.69	-1.65
		Tomra Systems	11.724	8/12/24	0.13	9.753	20.21	9.906	-0.153	-1.54	2.44
	L	LTC Properties	28.398	8/12/24	-0.22	27.243	4.24	25.853	1.390	5.38	5.21
		Cdn Nat Railway	87.612	8/12/24	-0.01	93.057	-5.85	98.847	-5.790	-5.86	-2.47
		Vestas Wind Systems	17.322	8/12/24	-7.76	18.443	-6.08	21.176	-2.733	-12.90	-9.78
	L	Verbund	65.205	8/12/24	1.52	64.272	1.45	60.506	3.766	6.22	-0.37
		Oatly	0.700	8/12/24	1.57	0.729	-4.01	0.796	-0.067	-8.36	-11.22
	S	Severn Trent	2,514.000	8/12/24	-0.63	2,394.000	5.01	2,480.000	-86.000	-3.47	-5.11
	L	Mayr-Melnhof	87.901	8/12/24	1.17	94.010	-6.50	98.653	-4.643	-4.71	-9.30
		Tesla Motors	156.220	8/12/24	-1.26	166.005	-5.89	154.408	11.597	7.51	-1.30
	L	Umweltbank	4.785	8/12/24	-1.40	5.413	-11.60	5.462	-0.049	-0.89	-19.44
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/29/24	prc diff	⇓ Δ9	∅-RS
	S	Intel	15.314	8/12/24	-1.78	24.395	-37.22	24.953	-0.558	-2.24	-18.28
nx-25 - 25 out of 25 instruments rated - 7/01/24 / 4/29/24 - 13 did rise, Market-Ratio(9) in GBP = 52.00 %

Technical Chart

	nx-25 RS = 9 - B/S = 68/39

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

Transactions nx-25 - Natur-Aktienindex in Pound sterling * L9 - 68/39 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		8/14/06	224		- cash -
long	8/14/06	7/30/07	350		Vestas Wind Systems	100	3,289	3.040	6.555	3.515	116	21,561	123
7/30/07		10/08/07	70		- cash -
	10/08/07	12/31/07	84		Vestas Wind Systems	100	2,619	8.230	10.916	2.686	33	28,596	241
12/31/07		3/24/08	84		- cash -
	3/24/08	7/07/08	105		First Solar	100	247	115.362	140.767	25.405	22	34,871	100
7/07/08		2/09/09	217		- cash -
	2/09/09	2/23/09	14		Boiron	100	1,837	18.974	20.262	1.288	7	37,237	454
2/23/09		4/27/09	63		- cash -
	4/27/09	11/30/09	217		EnerNOC	100	3,238	11.499	16.027	4.528	39	51,899	75
11/30/09		12/07/09	7		- cash -
	12/07/09	6/07/10	182		EnerNOC	100	3,098	16.748	18.039	1.291	8	55,898	16
6/07/10		7/26/10	49		- cash -
	7/26/10	3/14/11	231		Interface	100	7,100	7.872	10.259	2.387	30	72,843	52
3/14/11		5/16/11	63		- cash -
	5/16/11	6/06/11	21		Umweltbank	100	16,783	4.340	5.177	0.837	19	86,885	2,041
6/06/11		1/23/12	231		- cash -
	1/23/12	5/21/12	119		Kansas City Southern	100	1,870	46.443	42.549	-3.895	-8	79,602	-24
5/21/12		8/06/12	77		- cash -
	8/06/12	11/12/12	98		Shimano	100	173,865	0.458	0.398	-0.060	-13	69,230	-41
11/12/12		1/07/13	56		- cash -
	1/07/13	6/24/13	168		First Solar	100	3,586	19.300	28.843	9.543	49	103,450	139
6/24/13		8/12/13	49		- cash -
	8/12/13	10/13/14	427		Tesla Motors	100	16,283	6.353	9.316	2.963	47	151,692	39
10/13/14		12/15/14	63		- cash -
	12/15/14	6/15/15	182		Shimano	100	176,611	0.859	0.857	-0.002	0	151,312	-1
6/15/15		3/21/16	280		- cash -
	3/21/16	6/27/16	98		First Solar	100	3,051	49.581	33.264	-16.317	-33	101,528	-77
6/27/16		8/29/16	63		- cash -
	8/29/16	10/31/16	63		Vestas Wind Systems	100	8,038	12.631	13.119	0.488	4	105,455	25
10/31/16		2/27/17	119		- cash -
	2/27/17	8/21/17	175		SunOpta	100	18,125	5.818	6.745	0.927	16	122,256	36
8/21/17		1/15/18	147		- cash -
	1/15/18	3/05/18	49		First Solar	100	2,298	53.189	47.710	-5.479	-10	109,665	-56
3/05/18		2/11/19	343		- cash -
	2/11/19	8/26/19	196		Verbund	100	2,926	37.472	49.184	11.712	31	143,936	66
8/26/19		10/28/19	63		- cash -
	10/28/19	3/02/20	126		INIT Innov. in Traff	100	7,582	18.983	18.955	-0.028	0	143,722	0
3/02/20		5/18/20	77		- cash -
	5/18/20	10/04/21	504		Tesla Motors	100	3,236	44.412	191.351	146.939	331	619,216	188
10/04/21		7/25/22	294		- cash -
	7/25/22	9/26/22	63		Boiron	100	15,403	40.200	39.532	-0.668	-2	608,920	-9
9/26/22		11/28/22	63		- cash -
	11/28/22	3/20/23	112		First Solar	100	4,395	138.526	166.764	28.238	20	733,027	83
3/20/23		12/11/23	266		- cash -
	12/11/23	8/12/24	245		Deckers Outdoor	100	1,317	556.319	726.399	170.080	31	957,022	49
accum	8/14/06	8/12/24	4310	days out of 7278 invested (59%)						9,470		957,022	47

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Tesla Motors	long	8/12/13	10/13/14	427	6.35	9.32	2.96	46.63
		5/18/20	10/04/21	504	44.41	191.35	146.94	330.85	531.78
Vestas Wind Systems		8/14/06	7/30/07	350	3.04	6.56	3.52	115.62
		10/08/07	12/31/07	84	8.23	10.92	2.69	32.64
		8/29/16	10/31/16	63	12.63	13.12	0.49	3.87	197.06
EnerNOC		4/27/09	11/30/09	217	11.50	16.03	4.53	39.38
		12/07/09	6/07/10	182	16.75	18.04	1.29	7.71	50.12
First Solar		3/24/08	7/07/08	105	115.36	140.77	25.40	22.02
		1/07/13	6/24/13	168	19.30	28.84	9.54	49.44
		3/21/16	6/27/16	98	49.58	33.26	-16.32	-32.91
		1/15/18	3/05/18	49	53.19	47.71	-5.48	-10.30
		11/28/22	3/20/23	112	138.53	166.76	28.24	20.38	32.11
Verbund		2/11/19	8/26/19	196	37.47	49.18	11.71	31.26	31.26
Deckers Outdoor		12/11/23	8/12/24	245	556.32	726.40	170.08	30.57	30.57
Interface		7/26/10	3/14/11	231	7.87	10.26	2.39	30.32	30.32
Umweltbank		5/16/11	6/06/11	21	4.34	5.18	0.84	19.28	19.28
SunOpta		2/27/17	8/21/17	175	5.82	6.75	0.93	15.93	15.93
Boiron		2/09/09	2/23/09	14	18.97	20.26	1.29	6.79
		7/25/22	9/26/22	63	40.20	39.53	-0.67	-1.66	5.01
INIT Innov. in Traff		10/28/19	3/02/20	126	18.98	18.96	-0.03	-0.15	-0.15
Kansas City Southern		1/23/12	5/21/12	119	46.44	42.55	-3.89	-8.39	-8.39
Shimano		8/06/12	11/12/12	98	0.46	0.40	-0.06	-13.03
		12/15/14	6/15/15	182	0.86	0.86	-0.00	-0.25	-13.25

Annotations

8/05/24	nx-25	Visa replaces L'Occitane
9/18/23	nx-25	Eramet replaces Boiron
8/25/22	Tesla Motors	stock split 1:3 (three for one)
8/18/22	nx-25	Oatly Group replaces Beyond Meat
5/27/22	Tomra Systems	stock split 1:2 (two for one)
5/31/21	nx-25	Canadian National Railway replaces Kansas City Southern due to upcoming merger
6/06/20	nx-25	Deckers Outdoor Corporation replaces Geox
2/07/20	nx-25	Beyond Meat replaces SunOpta
1/02/18	HealthSouth	renames herself Encompass Health Corporation and gets new IDs and ticker
9/18/17	Umweltbank	stock split 1:5 (five for one)
7/26/17	nx-25	LTC Properties and Sprouts Farmers Market replace EnerNOC (->Enel) and Whole Foods (-> Amazon)
6/01/17	nx-25	Intel replaces Ricoh due to national weight shifts in MSCI World
2/17/16	SOM Price Index	The nx-25 index is published by Öko-Invest Verlag, Vienna. The index provided on this site is an equal weighted price index calculated on Dollar basis starting in 2005 with an initial value of 100 (Share-o-matic standard for comparability reasons). Therefore the gradient differs from the original nx-25 index.
1/25/16	nx-25	complete analysis
	nx-25	HealthSouth replaces Keurig Green Mountain (2015-12-31)
	HealthSouth	recording started
8/17/15	nx-25	complete analysis
	nx-25	Gaiam replaced by eBay
7/20/15	eBay	spin-off of PayPal ratio 2790 : 3839
3/14/15	nx-25	first complete analysis


	is taking down something concerning