Share-o-matic - Assessment S&P 100 (Stand and Poor's 100)

Assessment - Stand and Poor's 100 - 5/06/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
		S&P 100	2,479.800	Fri	0.13	2,465.540	0.58	2,063.400	402.140	19.49	14.11
	L	Qualcomm	182.080	Fri	0.85	181.850	0.13	119.930	61.920	51.63	41.08
		Meta Platforms	476.200	Fri	0.16	465.680	2.26	315.800	149.880	47.46	38.50
		Broadcom	1,332.800	Fri	2.08	1,310.310	1.72	880.830	429.480	48.76	35.82
		Eli Lilly	760.000	Fri	-1.50	766.680	-0.87	595.190	171.490	28.81	34.82
	L	American Express	242.300	Fri	1.32	234.330	3.40	152.990	81.340	53.17	33.38
	L	Wells Fargo	61.890	Fri	1.00	60.190	2.82	41.340	18.850	45.60	31.98
		Amazon.com	187.480	Fri	-1.07	188.700	-0.65	139.740	48.960	35.04	31.70
	L	Citigroup	63.530	Fri	0.33	62.810	1.15	42.040	20.770	49.41	31.01
		Netflix	610.870	Fri	-0.20	596.970	2.33	434.740	162.230	37.32	30.34
	L	Freeport-McMoRan	51.590	Fri	1.00	50.990	1.18	35.370	15.620	44.16	29.24
	L	General Motors	45.210	Fri	-0.33	45.060	0.33	29.110	15.950	54.79	27.90
	L	Goldman Sachs	454.730	Fri	-0.18	443.670	2.49	323.910	119.760	36.97	26.63
		Costco	787.190	Fri	1.05	756.450	4.06	569.820	186.630	32.75	26.13
	L	AIG	80.110	Fri	0.29	79.960	0.19	63.940	16.020	25.05	25.89
		Alphabet C	170.290	Fri	-0.75	169.830	0.27	131.450	38.380	29.20	25.49
		Capital One	142.560	Fri	0.47	143.330	-0.54	105.450	37.880	35.92	25.19
		Caterpillar	354.790	Fri	0.86	342.100	3.71	238.280	103.820	43.57	24.62
	L	Walt Disney	105.790	Fri	-0.01	116.470	-9.17	84.020	32.450	38.62	24.54
		AMD	151.920	Fri	-0.31	155.780	-2.48	111.750	44.030	39.40	22.85
	L	Bank of America	38.450	Fri	0.44	37.690	2.02	28.330	9.360	33.04	22.59
		JP Morgan Chase	198.770	Fri	0.64	192.000	3.53	144.080	47.920	33.26	21.69
	L	General Dynamics	296.440	Fri	0.16	291.380	1.74	243.930	47.450	19.45	21.09
		BNY Mellon	58.440	Fri	0.15	57.480	1.67	44.990	12.490	27.76	20.68
	L	Colgate-Palmolive	95.100	Fri	1.08	93.180	2.06	75.210	17.970	23.89	18.45
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
		Target	163.130	Fri	-0.72	158.350	3.02	111.050	47.300	42.59	17.11
	L	Raytheon Tech	106.320	Fri	0.55	101.910	4.33	82.400	19.510	23.68	16.48
		Simon Property	147.720	Fri	-0.95	144.440	2.27	117.080	27.360	23.37	16.19
		Microsoft	414.740	Fri	0.59	413.540	0.29	356.530	57.010	15.99	15.26
		Amgen	310.150	Fri	-0.87	299.480	3.56	272.830	26.650	9.77	14.41
		Merck (MSD)	130.060	Fri	-0.13	127.570	1.95	104.340	23.230	22.26	13.21
		U.S. Bancorp	41.850	Fri	0.75	41.820	0.07	35.270	6.550	18.57	13.04
		MetLife	72.730	Fri	0.26	71.190	2.16	60.430	10.760	17.81	12.95
		Berkshire Hathaway	412.050	Fri	0.79	404.920	1.76	346.630	58.290	16.82	11.85
		Emerson Electric	115.550	Fri	-0.03	106.240	8.76	91.740	14.500	15.81	11.81
	L	Morgan Stanley	98.280	Fri	0.17	94.790	3.68	75.920	18.870	24.86	11.41
		eBay	51.000	Fri	1.31	49.380	3.28	40.360	9.020	22.35	11.20
		Walmart	60.480	Fri	0.07	59.870	1.02	54.960	4.910	8.93	10.71
		IBM	167.150	Fri	0.53	168.610	-0.87	148.970	19.640	13.18	10.00
		T-Mobile US	164.200	Fri	-0.29	162.370	1.13	147.340	15.030	10.20	9.78
	L	Texas Instruments	187.050	Fri	0.93	181.670	2.96	147.500	34.170	23.17	9.70
	L	AEP	91.610	Fri	0.73	88.810	3.15	79.250	9.560	12.06	9.62
	L	Thermo Fisher	593.030	Fri	2.61	573.550	3.40	455.020	118.530	26.05	8.93
	L	Exxon Mobil	117.960	Fri	-0.41	116.750	1.04	105.870	10.880	10.28	8.82
		Visa	280.740	Fri	0.79	272.670	2.96	243.490	29.180	11.98	8.80
	L	Southern	78.140	Fri	-0.14	75.470	3.54	69.230	6.240	9.01	8.59
		Mastercard	456.980	Fri	0.33	449.370	1.69	386.160	63.210	16.37	8.31
		ConocoPhilips	121.910	Fri	-0.57	123.550	-1.33	118.470	5.080	4.29	8.09
		Verizon	40.400	Fri	1.53	39.330	2.72	35.640	3.690	10.35	7.93
	L	Procter & Gamble	166.850	Fri	0.49	164.440	1.47	150.940	13.500	8.94	7.91
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
		Union Pacific	247.400	Fri	0.32	239.210	3.42	213.100	26.110	12.25	7.44
	L	Dow	59.410	Fri	-0.07	57.340	3.61	49.340	8.000	16.21	7.23
	L	AT&T	17.170	Fri	-0.06	16.990	1.06	15.750	1.240	7.87	7.07
	L	Devon Energy	50.120	Fri	-1.44	50.860	-1.45	46.720	4.140	8.86	7.05
		Linde	434.390	Fri	1.05	426.620	1.82	393.000	33.620	8.55	6.93
		AbbVie	160.750	Fri	0.22	162.730	-1.22	141.200	21.530	15.25	6.86
		Lowe´s	235.030	Fri	-0.47	231.700	1.44	194.230	37.470	19.29	6.39
		Home Depot	346.430	Fri	-0.29	342.290	1.21	294.570	47.720	16.20	5.40
	L	Coca-Cola	63.260	Fri	0.60	62.350	1.46	56.970	5.380	9.44	5.02
		Oracle	116.670	Fri	0.03	118.340	-1.41	109.110	9.230	8.46	4.68
	L	Chevron	165.820	Fri	0.22	162.300	2.17	147.000	15.300	10.41	4.58
	L	Philip Morris	99.660	Fri	0.20	97.450	2.27	90.970	6.480	7.12	4.26
	L	Fox A	33.410	Fri	0.27	32.560	2.61	31.300	1.260	4.03	3.97
	L	Lockheed Martin	468.880	Fri	0.10	462.780	1.32	451.160	11.620	2.58	3.80
		FedEx	265.730	Fri	1.40	260.290	2.09	245.330	14.960	6.10	3.79
		Norfolk Southern	230.290	Fri	1.75	230.470	-0.08	195.280	35.190	18.02	3.25
		Ford Motor	11.990	Fri	-1.15	12.500	-4.08	10.310	2.190	21.24	2.93
	L	Altria	44.900	Fri	0.42	43.490	3.24	40.540	2.950	7.28	1.92
	L	PepsiCo	179.790	Fri	0.97	175.820	2.26	166.700	9.120	5.47	1.04
		Halliburton	37.070	Fri	-1.09	36.920	0.41	39.520	-2.600	-6.58	1.02
		Apple	183.050	Fri	-0.69	181.710	0.74	179.230	2.480	1.38	0.19
	S	Honeywell	202.920	Fri	1.14	195.000	4.06	187.500	7.500	4.00	-0.32
	S	Abbott Labs	104.740	Fri	0.07	105.640	-0.85	95.000	10.640	11.20	-0.59
	S	Medtronic	82.840	Fri	0.10	81.760	1.32	73.420	8.340	11.36	-0.66
		UnitedHealth	512.810	Fri	1.14	494.380	3.73	533.460	-39.080	-7.33	-1.63
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
		3M	98.930	Fri	1.64	96.590	2.42	93.520	3.070	3.28	-1.89
		Mondelez	71.200	Fri	1.42	69.930	1.82	68.240	1.690	2.48	-2.12
	L	Exelon	37.670	Fri	-0.74	37.550	0.32	40.020	-2.470	-6.17	-2.46
	S	HP	29.720	Fri	0.24	28.420	4.57	27.330	1.090	3.99	-3.21
	S	McDonald´s	275.000	Fri	2.63	269.300	2.12	268.910	0.390	0.15	-4.69
	S	Accenture	306.330	Fri	-0.09	306.060	0.09	313.090	-7.030	-2.25	-5.75
	S	Johnson & Johnson	149.910	Fri	0.04	148.580	0.90	151.700	-3.120	-2.06	-6.07
	S	Cisco Systems	48.060	Fri	0.56	47.110	2.02	53.290	-6.180	-11.60	-7.47
		UPS	147.370	Fri	0.64	146.670	0.48	142.270	4.400	3.09	-7.73
	S	Baxter	35.690	Fri	-0.72	36.510	-2.25	34.490	2.020	5.86	-8.65
	S	Comcast	39.310	Fri	2.00	38.490	2.13	42.460	-3.970	-9.35	-9.86
	S	Nike	90.940	Fri	-2.62	93.360	-2.59	107.250	-13.890	-12.95	-10.08
	L	Pfizer	28.010	Fri	-0.60	28.160	-0.53	31.180	-3.020	-9.69	-10.19
		Biogen	221.500	Fri	-0.56	221.420	0.04	248.630	-27.210	-10.94	-11.67
	S	Boeing	178.510	Fri	-1.51	178.350	0.09	192.950	-14.600	-7.57	-13.78
	S	Gilead Sciences	65.960	Fri	2.14	65.540	0.64	81.140	-15.600	-19.23	-14.04
		Tesla Motors	168.470	Fri	-2.04	184.760	-8.82	219.270	-34.510	-15.74	-14.41
	S	Intel	29.850	Fri	-0.80	30.970	-3.62	37.950	-6.980	-18.39	-17.74
		Bristol-Myers	44.940	Fri	0.45	43.900	2.37	52.790	-8.890	-16.84	-20.80
	S	CVS Health	55.820	Fri	0.25	55.970	-0.27	71.080	-15.110	-21.26	-22.17
	S	Starbucks	76.110	Fri	0.57	72.900	4.40	104.030	-31.130	-29.92	-24.22
	S	Walgreens Boots	17.190	Fri	-0.35	17.260	-0.41	21.770	-4.510	-20.72	-27.13
S&P 100 - 96 out of 96 instruments rated - 5/06/24 / 11/06/23 - 78 did rise, Market-Ratio(26) = 81.25 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	S&P 100 RS = 26 - B/S = 60/40

1/06/20	scale up chart	5/06/24

Transactions Stand and Poor's 100 * 26 - 60/40 (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		1/21/08	749		- cash -
short	1/21/08	5/18/09	483		Citigroup	100	40	244.000	36.400	1,635.604	1,391.604	570	65,664	321
long	5/18/09	7/06/09	49		Ford Motor	100	11,938	5.500	5.750		0.250	5	68,649	39
short	7/06/09	7/20/09	14		AIG	100	4,240	16.190	13.460	19.474	3.284	20	82,572	12,230
long	7/20/09	6/07/10	322		Ford Motor	100	13,339	6.190	11.090		4.900	79	147,933	94
short	6/07/10	8/09/10	63		Monsanto	100	2,987	49.520	59.560	39.480	-10.040	-20	117,943	-73
long	8/09/10	8/23/10	14		Booking	100	402	292.730	299.820		7.090	2	120,793	87
short	8/23/10	11/08/10	77		Gilead Sciences	100	7,354	16.425	19.415	13.435	-2.990	-18	98,805	-61
long	11/08/10	8/08/11	273		Booking	100	254	388.580	505.000		116.420	30	128,376	42
short	8/08/11	1/16/12	161		Bank of America	100	19,719	6.510	6.480	6.540	0.030	0	128,969	1
long	1/16/12	8/24/15	1316		Biogen	100	1,103	116.900	278.230		161.330	138	306,916	27
short	8/24/15	3/07/16	196		Devon Energy	100	8,059	38.080	24.190	59.946	21.866	57	483,132	133
long	3/07/16	6/25/18	840		Meta Platforms	100	4,569	105.730	196.350		90.620	86	897,175	31
short	6/25/18	8/06/18	42		General Electric	100	8,795	102.000	104.800	99.200	-2.800	-3	872,549	-21
long	8/06/18	12/10/18	126		Amazon.com	100	9,444	92.388	82.052		-10.336	-11	774,935	-29
short	12/10/18	4/15/19	126		General Electric	100	13,977	55.440	71.840	39.040	-16.400	-30	545,713	-64
long	4/15/19	3/09/20	329		Starbucks	100	7,165	76.160	70.830		-5.330	-7	507,523	-8
short	3/09/20	8/31/20	175		Occidental Pet	100	40,569	12.510	12.740	12.280	-0.230	-2	498,192	-4
long	8/31/20	2/28/22	546		NVidia	100	3,724	133.745	243.850		110.105	82	908,223	49
short	2/28/22	12/12/22	287		PayPal	100	8,114	111.930	73.800	169.761	57.831	52	1,377,460	70
long	12/12/22	3/13/23	91		Gilead Sciences	100	15,557	88.540	79.510		-9.030	-10	1,236,980	-35
short	3/13/23	3/27/23	14		Charles Schwab	100	23,829	51.910	54.860	48.960	-2.950	-6	1,166,685	-78
long	3/27/23	5/29/23	63		NVidia	100	4,397	265.310	389.460		124.150	47	1,712,572	824
short	5/29/23	7/24/23	56		U.S. Bancorp	100	55,838	30.670	39.260	22.080	-8.590	-28	1,232,924	-88
long	7/24/23	10/23/23	91		NVidia	100	2,763	446.120	429.750		-16.370	-4	1,187,694	-14
short	10/23/23	11/27/23	35		Walgreens Boots	100	54,084	21.960	20.110	23.980	2.020	9	1,296,954	150
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	11/27/23	5/10/24	165		NVidia	100	2,688	482.420	898.780		416.360	86	2,416,130	296
accum	1/21/08	5/10/24	5956	days out of 6705 invested (89%)							24,061		2,416,130	40

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Citigroup	short	1/21/08	5/18/09	483	244.00	36.40	1,635.60	1,391.60	570.33	570.33
NVidia	long	8/31/20	2/28/22	546	133.75	243.85		110.11	82.32
	long	3/27/23	5/29/23	63	265.31	389.46		124.15	46.79
	long	7/24/23	10/23/23	91	446.12	429.75		-16.37	-3.67
	long	11/27/23	5/10/24	165	482.42	898.78		416.36	86.31	380.34
Biogen	long	1/16/12	8/24/15	1316	116.90	278.23		161.33	138.01	138.01
Ford Motor	long	5/18/09	7/06/09	49	5.50	5.75		0.25	4.55
	long	7/20/09	6/07/10	322	6.19	11.09		4.90	79.16	87.30
Meta Platforms	long	3/07/16	6/25/18	840	105.73	196.35		90.62	85.71	85.71
Devon Energy	short	8/24/15	3/07/16	196	38.08	24.19	59.95	21.87	57.42	57.42
PayPal	short	2/28/22	12/12/22	287	111.93	73.80	169.76	57.83	51.67	51.67
Booking	long	8/09/10	8/23/10	14	292.73	299.82		7.09	2.42
	long	11/08/10	8/08/11	273	388.58	505.00		116.42	29.96	33.11
AIG	short	7/06/09	7/20/09	14	16.19	13.46	19.47	3.28	20.28	20.28
Walgreens Boots	short	10/23/23	11/27/23	35	21.96	20.11	23.98	2.02	9.20	9.20
Bank of America	short	8/08/11	1/16/12	161	6.51	6.48	6.54	0.03	0.46	0.46
Occidental Pet	short	3/09/20	8/31/20	175	12.51	12.74	12.28	-0.23	-1.84	-1.84
Charles Schwab	short	3/13/23	3/27/23	14	51.91	54.86	48.96	-2.95	-5.68	-5.68
Starbucks	long	4/15/19	3/09/20	329	76.16	70.83		-5.33	-7.00	-7.00
Amazon.com	long	8/06/18	12/10/18	126	92.39	82.05		-10.34	-11.19	-11.19
Monsanto	short	6/07/10	8/09/10	63	49.52	59.56	39.48	-10.04	-20.27	-20.27
Gilead Sciences	short	8/23/10	11/08/10	77	16.43	19.42	13.44	-2.99	-18.20
	long	12/12/22	3/13/23	91	88.54	79.51		-9.03	-10.20	-26.55
U.S. Bancorp	short	5/29/23	7/24/23	56	30.67	39.26	22.08	-8.59	-28.01	-28.01
General Electric	short	6/25/18	8/06/18	42	102.00	104.80	99.20	-2.80	-2.75
	short	12/10/18	4/15/19	126	55.44	71.84	39.04	-16.40	-29.58	-31.51

Annotations

2/26/24	Walmart	stock split 1:3 (three for one)
8/25/22	Tesla Motors	stock split 1:3 (three for one)
7/18/22	Alphabet C	stock split 1:20 (twenty for one)
6/06/22	Amazon.com	stock split 1:20 (twenty for one)
4/03/20	Raytheon Tech	spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger
6/19/18	S&P 100	removal of Monsanto (Bayer) and Time Warner (AT&T) due to acquisitions
9/01/17	S&P 100	Charter Communications replaces DuPont
2/21/17	Comcast	split 1:2 (two for one)
12/17/16	S&P 100	index components adjustment in: Danaher, Duke Energy and NextEra Energy out: Anadarko Petroleum, Devon Energy and Norfolk Southern
9/07/16	S&P 100	Kraft Heinz replaces EMC²
12/24/15	Nike	stock split 1:2 (two for one)
11/02/15	S&P 100	BlackRock replaces HP
	Hewlett-Packard	forward stock split 1000:2202 (two thousand two hundred and two for one thousand)
	Hewlett-Packard	spin-off of HP Enterprise
9/01/15	S&P 100	complete analysis
7/20/15	S&P 100	PayPal replaces eBay
	eBay	spin-off of PayPal ratio 2790 : 3839
7/14/15	Netflix	forward stock split 1:7 (seven for one)
6/30/15	S&P 100	Priceline replaces Baxter
	Baxter	drops out of S&P 100
4/09/15	Starbucks	forward stock split 1:2 (two for one)
3/20/15	S&P 100	Actavis, Celgene and Kinder Morgan replace Apache, Freeport-McMoRan and National Oilwell Varco
3/19/15	Visa	forward stock split 1:4 (four for one)
5/01/13	T-Mobile US	reverse split 2:1 (one for two) and special dividend 4,06


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