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

Assessment - Stand and Poor's 100 - 5/06/24 - RS = 38

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	8/14/23	prc diff	⇓ Δ38	∅-RS
		S&P 100	2,476.470	Thu	0.35	2,465.540	0.44	2,096.140	369.400	17.62	14.11
	L	Qualcomm	180.540	Thu	-0.01	181.850	-0.72	114.020	67.830	59.49	41.08
		Meta Platforms	475.420	Thu	0.60	465.680	2.09	306.190	159.490	52.09	38.50
		Broadcom	1,305.670	Thu	-1.49	1,310.310	-0.35	854.100	456.210	53.41	35.82
		Eli Lilly	771.550	Thu	-0.45	766.680	0.64	538.000	228.680	42.51	34.82
	L	American Express	239.140	Thu	1.23	234.330	2.05	166.080	68.250	41.09	33.38
	L	Wells Fargo	61.280	Thu	0.66	60.190	1.81	43.740	16.450	37.61	31.98
		Amazon.com	189.500	Thu	0.80	188.700	0.42	140.570	48.130	34.24	31.70
	L	Citigroup	63.320	Thu	0.91	62.810	0.81	44.100	18.710	42.43	31.01
		Netflix	612.090	Thu	0.43	596.970	2.53	427.780	169.190	39.55	30.34
	L	Freeport-McMoRan	51.080	Thu	2.24	50.990	0.18	41.210	9.780	23.73	29.24
	L	General Motors	45.360	Thu	0.69	45.060	0.67	34.070	10.990	32.26	27.90
	L	Goldman Sachs	455.560	Thu	1.93	443.670	2.68	337.740	105.930	31.36	26.63
		Costco	779.040	Thu	2.05	756.450	2.99	561.470	194.980	34.73	26.13
	L	AIG	79.880	Thu	-0.01	79.960	-0.10	59.820	20.140	33.67	25.89
		Alphabet C	171.580	Thu	0.25	169.830	1.03	131.830	38.000	28.83	25.49
		Capital One	142.490	Thu	-0.24	143.330	-0.59	109.160	34.170	31.30	25.19
		Caterpillar	351.780	Thu	2.11	342.100	2.83	284.540	57.560	20.23	24.62
	L	Walt Disney	105.800	Thu	0.34	116.470	-9.16	88.810	27.660	31.15	24.54
		AMD	152.390	Thu	-0.80	155.780	-2.18	111.980	43.800	39.11	22.85
	L	Bank of America	38.280	Thu	1.51	37.690	1.57	30.930	6.760	21.86	22.59
		JP Morgan Chase	197.500	Thu	0.95	192.000	2.86	154.770	37.230	24.06	21.69
	L	General Dynamics	295.970	Thu	1.10	291.380	1.58	226.370	65.010	28.72	21.09
		BNY Mellon	58.350	Thu	1.46	57.480	1.51	45.180	12.300	27.22	20.68
	L	Colgate-Palmolive	94.080	Thu	0.65	93.180	0.97	75.720	17.460	23.06	18.45
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	8/14/23	prc diff	⇓ Δ38	∅-RS
		Target	164.320	Thu	2.96	158.350	3.77	129.420	28.930	22.35	17.11
	L	Raytheon Tech	105.740	Thu	1.73	101.910	3.76	86.440	15.470	17.90	16.48
		Simon Property	149.130	Thu	0.85	144.440	3.25	119.020	25.420	21.36	16.19
		Microsoft	412.320	Thu	0.43	413.540	-0.30	324.040	89.500	27.62	15.26
		Amgen	312.860	Thu	1.81	299.480	4.47	260.970	38.510	14.76	14.41
		Merck (MSD)	130.230	Thu	0.52	127.570	2.09	108.910	18.660	17.13	13.21
		U.S. Bancorp	41.540	Thu	-0.36	41.820	-0.67	38.720	3.100	8.01	13.04
		MetLife	72.540	Thu	1.23	71.190	1.90	63.570	7.620	11.99	12.95
		Berkshire Hathaway	408.820	Thu	0.60	404.920	0.96	358.480	46.440	12.95	11.85
		Emerson Electric	115.590	Thu	2.61	106.240	8.80	95.900	10.340	10.78	11.81
	L	Morgan Stanley	98.110	Thu	2.58	94.790	3.50	87.330	7.460	8.54	11.41
		eBay	50.340	Thu	1.31	49.380	1.94	44.030	5.350	12.15	11.20
		Walmart	60.440	Thu	0.58	59.870	0.95	53.333	6.537	12.26	10.71
		IBM	166.270	Thu	-1.17	168.610	-1.39	141.910	26.700	18.81	10.00
		T-Mobile US	164.680	Thu	1.14	162.370	1.42	139.500	22.870	16.39	9.78
	L	Texas Instruments	185.320	Thu	0.74	181.670	2.01	170.480	11.190	6.56	9.70
	L	AEP	90.950	Thu	1.39	88.810	2.41	80.000	8.810	11.01	9.62
	L	Thermo Fisher	577.930	Thu	0.75	573.550	0.76	540.340	33.210	6.15	8.93
	L	Exxon Mobil	118.440	Thu	1.97	116.750	1.45	111.920	4.830	4.32	8.82
		Visa	278.540	Thu	0.49	272.670	2.15	242.900	29.770	12.26	8.80
	L	Southern	78.250	Thu	0.80	75.470	3.68	68.830	6.640	9.65	8.59
		Mastercard	455.490	Thu	0.16	449.370	1.36	398.580	50.790	12.74	8.31
		ConocoPhilips	123.390	Thu	0.27	123.550	-0.13	117.690	5.860	4.98	8.09
		Verizon	39.790	Thu	0.79	39.330	1.17	33.560	5.770	17.19	7.93
	L	Procter & Gamble	166.040	Thu	0.59	164.440	0.97	155.790	8.650	5.55	7.91
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	8/14/23	prc diff	⇓ Δ38	∅-RS
		Union Pacific	246.610	Thu	0.29	239.210	3.09	229.800	9.410	4.09	7.44
	L	Dow	59.450	Thu	1.38	57.340	3.68	55.380	1.960	3.54	7.23
	L	AT&T	17.180	Thu	0.41	16.990	1.12	14.260	2.730	19.14	7.07
	L	Devon Energy	50.850	Thu	0.57	50.860	-0.02	50.290	0.570	1.13	7.05
		Linde	429.860	Thu	0.50	426.620	0.76	382.170	44.450	11.63	6.93
		AbbVie	160.400	Thu	-0.03	162.730	-1.43	152.270	10.460	6.87	6.86
		Lowe´s	236.130	Thu	1.75	231.700	1.91	225.890	5.810	2.57	6.39
		Home Depot	347.440	Thu	2.54	342.290	1.50	329.950	12.340	3.74	5.40
	L	Coca-Cola	62.880	Thu	0.05	62.350	0.85	60.880	1.470	2.41	5.02
		Oracle	116.640	Thu	-0.64	118.340	-1.44	115.570	2.770	2.40	4.68
	L	Chevron	165.450	Thu	1.79	162.300	1.94	164.030	-1.730	-1.05	4.58
	L	Philip Morris	99.460	Thu	1.23	97.450	2.06	95.850	1.600	1.67	4.26
	L	Fox A	33.320	Thu	0.48	32.560	2.33	33.840	-1.280	-3.78	3.97
	L	Lockheed Martin	468.390	Thu	0.48	462.780	1.21	450.080	12.700	2.82	3.80
		FedEx	262.060	Thu	1.57	260.290	0.68	266.940	-6.650	-2.49	3.79
		Norfolk Southern	226.330	Thu	-2.50	230.470	-1.80	215.430	15.040	6.98	3.25
		Ford Motor	12.130	Thu	-0.16	12.500	-2.96	12.200	0.300	2.46	2.93
	L	Altria	44.710	Thu	0.95	43.490	2.81	43.530	-0.040	-0.09	1.92
	L	PepsiCo	178.060	Thu	0.37	175.820	1.27	183.620	-7.800	-4.25	1.04
		Halliburton	37.480	Thu	1.19	36.920	1.52	40.310	-3.390	-8.41	1.02
		Apple	184.570	Thu	1.00	181.710	1.57	179.460	2.250	1.25	0.19
	S	Honeywell	200.630	Thu	1.30	195.000	2.89	189.510	5.490	2.90	-0.32
	S	Abbott Labs	104.670	Thu	-0.26	105.640	-0.92	106.100	-0.460	-0.43	-0.59
	S	Medtronic	82.760	Thu	1.48	81.760	1.22	83.160	-1.400	-1.68	-0.66
		UnitedHealth	507.030	Thu	0.76	494.380	2.56	510.930	-16.550	-3.24	-1.63
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	8/14/23	prc diff	⇓ Δ38	∅-RS
		3M	97.330	Thu	1.02	96.590	0.77	103.420	-6.830	-6.60	-1.89
		Mondelez	70.200	Thu	-0.33	69.930	0.39	73.210	-3.280	-4.48	-2.12
	L	Exelon	38.330	Thu	1.35	37.550	2.08	40.080	-2.530	-6.31	-2.46
	S	HP	29.650	Thu	0.71	28.420	4.33	32.070	-3.650	-11.38	-3.21
	S	McDonald´s	267.950	Thu	-0.20	269.300	-0.50	288.810	-19.510	-6.76	-4.69
	S	Accenture	306.610	Thu	-1.72	306.060	0.18	311.710	-5.650	-1.81	-5.75
	S	Johnson & Johnson	149.850	Thu	0.60	148.580	0.85	173.440	-24.860	-14.33	-6.07
	S	Cisco Systems	47.790	Thu	-0.44	47.110	1.44	53.880	-6.770	-12.56	-7.47
		UPS	148.060	Thu	0.20	146.670	0.95	175.510	-28.840	-16.43	-7.73
	S	Baxter	35.950	Thu	0.56	36.510	-1.53	42.810	-6.300	-14.72	-8.65
	S	Comcast	38.540	Thu	-1.31	38.490	0.13	46.560	-8.070	-17.33	-9.86
	S	Nike	93.390	Thu	-0.21	93.360	0.03	107.640	-14.280	-13.27	-10.08
	L	Pfizer	28.180	Thu	1.18	28.160	0.07	36.070	-7.910	-21.93	-10.19
		Biogen	222.750	Thu	1.38	221.420	0.60	272.740	-51.320	-18.82	-11.67
	S	Boeing	181.250	Thu	0.50	178.350	1.63	236.710	-58.360	-24.65	-13.78
	S	Gilead Sciences	64.580	Thu	-0.52	65.540	-1.46	79.850	-14.310	-17.92	-14.04
		Tesla Motors	171.970	Thu	-1.57	184.760	-6.92	239.760	-55.000	-22.94	-14.41
	S	Intel	30.090	Thu	0.30	30.970	-2.84	35.680	-4.710	-13.20	-17.74
		Bristol-Myers	44.740	Thu	2.45	43.900	1.91	61.620	-17.720	-28.76	-20.80
	S	CVS Health	55.680	Thu	1.40	55.970	-0.52	74.340	-18.370	-24.71	-22.17
	S	Starbucks	75.680	Thu	2.97	72.900	3.81	101.010	-28.110	-27.83	-24.22
	S	Walgreens Boots	17.250	Thu	0.12	17.260	-0.06	29.070	-11.810	-40.63	-27.13
S&P 100 - 96 out of 96 instruments rated - 5/06/24 / 8/14/23 - 65 did rise, Market-Ratio(38) = 67.71 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	S&P 100 RS = 38 - B/S = 37/56

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

Transactions Stand and Poor's 100 * S38 - 37/56 (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		2/11/08	770		- cash -
short	2/11/08	5/19/08	98		Citigroup	100	38	258.100	229.900	289.759	31.659	12	11,203	54
5/19/08		6/16/08	28		- cash -
	6/16/08	7/20/09	399		AIG	100	16	680.200	13.460	34,373.851	33,693.651	4,953	550,301	3,518
7/20/09		8/30/10	406		- cash -
	8/30/10	10/18/10	49		Bank of America	100	44,667	12.320	12.340	12.300	-0.020	0	549,408	-1
10/18/10		8/08/11	294		- cash -
	8/08/11	1/02/12	147		Bank of America	100	84,394	6.510	5.800	7.307	0.797	12	616,662	33
1/02/12		8/24/15	1330		- cash -
	8/24/15	11/02/15	70		Devon Energy	100	16,193	38.080	43.130	33.030	-5.050	-13	534,887	-52
11/02/15		12/14/15	42		- cash -
	12/14/15	5/16/16	154		Kinder Morgan	100	33,430	16.000	17.220	14.780	-1.220	-8	494,102	-17
5/16/16		10/15/18	882		- cash -
	10/15/18	2/18/19	126		Ford Motor	100	56,084	8.810	8.540	9.089	0.278	3	509,722	9
2/18/19		3/09/20	385		- cash -
	3/09/20	11/16/20	252		Occidental Pet	100	40,745	12.510	12.700	12.320	-0.190	-2	501,980	-2
11/16/20		5/09/22	539		- cash -
	5/09/22	2/06/23	273		Netflix	100	2,899	173.100	361.480	0.000	-173.100	-100	163	-100
2/06/23		5/08/23	91		- cash -
	5/08/23	6/12/23	35		U.S. Bancorp	100	5	29.740	32.160	27.320	-2.420	-8	151	-59
6/12/23		10/02/23	112		- cash -
	10/02/23	12/04/23	63		NextEra Energy	100	2	52.150	58.670	45.630	-6.520	-13	138	-54
12/04/23		5/10/24	158		- cash -
accum	2/11/08	12/04/23	1666	days out of 6703 invested (25%)							-99		138	-61

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
AIG	short	6/16/08	7/20/09	399	680.20	13.46	34,373.85	33,693.65	4,953.49	4,953.49
Citigroup		2/11/08	5/19/08	98	258.10	229.90	289.76	31.66	12.27	12.27
Bank of America		8/30/10	10/18/10	49	12.32	12.34	12.30	-0.02	-0.16
		8/08/11	1/02/12	147	6.51	5.80	7.31	0.80	12.24	12.06
Ford Motor		10/15/18	2/18/19	126	8.81	8.54	9.09	0.28	3.16	3.16
Occidental Pet		3/09/20	11/16/20	252	12.51	12.70	12.32	-0.19	-1.52	-1.52
Kinder Morgan		12/14/15	5/16/16	154	16.00	17.22	14.78	-1.22	-7.63	-7.63
U.S. Bancorp		5/08/23	6/12/23	35	29.74	32.16	27.32	-2.42	-8.14	-8.14
NextEra Energy		10/02/23	12/04/23	63	52.15	58.67	45.63	-6.52	-12.50	-12.50
Devon Energy		8/24/15	11/02/15	70	38.08	43.13	33.03	-5.05	-13.26	-13.26
Netflix		5/09/22	2/06/23	273	173.10	361.48	0.00	-173.10	-100.00	-100.00

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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