Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Dollar - 6/28/10 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/28/10	Δwk	9/28/09	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32						-na-
	L	Apple	217.530	8/12/24	0.71	9.582		6.648	2.934	44.13	34.93
		Microsoft	406.810	8/12/24	0.19	24.310		25.830	-1.520	-5.88	-10.89
	L	Alphabet A	162.290	8/12/24	-0.84	11.839		12.502	-0.663	-5.31	-8.67
		Marsh & McLennan	217.350	8/12/24	-1.23	23.240		24.740	-1.500	-6.06	2.34
	L	Texas Instruments	192.060	8/12/24	-0.08	24.360		23.910	0.450	1.88	-0.30
	S	LVMH	785.619	8/12/24	-0.14	115.375		101.750	13.625	13.39	10.75
		JP Morgan Chase	206.190	8/12/24	0.19	38.540		44.810	-6.270	-13.99	-6.86
		Caterpillar	336.030	8/12/24	-0.66	64.400		52.180	12.220	23.42	20.26
	S	Sony	138.136	8/09/24	0.28	27.526		29.935	-2.409	-8.05	-8.22
		Schneider Electric	261.316	8/12/24	0.38	53.865		52.256	1.609	3.08	4.52
		Samsung Electronics	62.344	8/12/24	1.07	13.080		13.446	-0.366	-2.72	1.27
		L´Oreal	465.916	8/12/24	-1.59	102.819		100.295	2.524	2.52	4.02
	L	AstraZeneca	19,232.189	8/12/24	0.63	4,456.661		4,512.760	-56.099	-1.24	-1.07
		Nike	74.640	8/12/24	0.40	17.625		14.750	2.875	19.49	10.44
	L	Münchener Rück	543.290	8/12/24	1.01	129.761		158.604	-28.843	-18.19	-13.17
	L	Walmart	68.700	8/12/24	1.10	16.523		16.500	0.023	0.14	-4.93
	S	McDonald´s	269.460	8/12/24	0.58	67.330		57.170	10.160	17.77	8.41
		Toyota	27.431	8/09/24	-0.14	7.005		7.975	-0.970	-12.16	-11.47
	L	Morgan Stanley	94.840	8/12/24	0.13	24.520		31.250	-6.730	-21.54	-16.38
		Bridgestone	62.562	8/09/24	-1.33	16.274		17.834	-1.560	-8.75	-3.01
	L	Goldman Sachs	485.500	8/12/24	-0.97	136.660		182.500	-45.840	-25.12	-15.58
		Merck (MSD)	113.480	8/12/24	-0.93	35.940		32.030	3.910	12.21	5.68
		Allianz	316.548	8/12/24		102.795		122.729	-19.934	-16.24	-9.45
	L	Fox A	38.830	8/12/24	-1.27	12.670		11.970	0.700	5.85	2.40
		⇓instrument	freshest		⇓ Δday	6/28/10	Δwk	9/28/09	prc diff	⇓ Δ39	⇓∅-RS
		PepsiCo	171.420	8/12/24	-0.56	61.960		59.030	2.930	4.96	1.21
	L	Raytheon Tech	116.600	8/12/24	0.39	42.234		38.792	3.442	8.87	3.17
	L	Procter & Gamble	166.810	8/12/24	-2.19	60.620		58.160	2.460	4.23	1.96
	S	Johnson & Johnson	159.880	8/12/24	-0.46	59.450		61.270	-1.820	-2.97	-4.14
	L	Coca-Cola	68.170	8/12/24	-0.74	25.540		26.565	-1.025	-3.86	-4.20
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	39.620		38.190	1.430	3.74	-0.08
	L	Philip Morris	116.090	8/12/24	0.07	46.290		48.020	-1.730	-3.60	-3.73
	L	Deutsche Telekom	30.591	8/12/24	0.49	12.243		13.949	-1.707	-12.23	-6.72
		Seven & i	18.745	8/09/24	-0.54	7.674		8.001	-0.327	-4.09	1.12
		Axa	40.017	8/12/24	-0.77	16.625		25.615	-8.990	-35.10	-21.96
	L	Unilever	68.159	8/12/24	-0.36	28.525		28.589	-0.063	-0.22	-2.60
	S	Diageo	3,689.179	8/12/24	1.03	1,601.178		1,550.788	50.390	3.25	-1.07
		ING Groep	18.842	8/12/24	0.21	8.184		13.085	-4.901	-37.46	-16.10
	L	ABB	41.642	8/12/24	0.55	18.318		20.361	-2.043	-10.03	-3.46
		Saint-Gobain	90.994	8/12/24	-0.41	40.450		51.477	-11.027	-21.42	-12.85
		Swiss Re	95.161	8/12/24	0.10	42.548		45.122	-2.574	-5.71	-2.45
	L	Novartis	88.518	8/12/24	0.16	40.562		41.200	-0.637	-1.55	-2.20
		Siemens	194.456	8/12/24	0.01	91.820		94.024	-2.204	-2.34	5.27
		Chevron	145.020	8/12/24	0.02	69.960		71.700	-1.740	-2.43	-5.38
		Exxon Mobil	119.000	8/12/24	0.13	58.470		69.590	-11.120	-15.98	-14.13
	L	Pfizer	28.450	8/12/24	-0.35	14.540		16.570	-2.030	-12.25	-13.94
	S	National Grid	1,472.361	8/12/24	-0.04	755.443		855.631	-100.188	-11.71	-11.85
		Sanofi	118.344	8/12/24	-0.60	61.726		74.660	-12.933	-17.32	-12.48
	S	Bristol-Myers	47.060	8/12/24	0.73	25.570		22.690	2.880	12.69	8.19
	L	Nestlé	81.106	8/12/24	-0.40	48.358		42.708	5.650	13.23	6.53
		⇓instrument	freshest		⇓ Δday	6/28/10	Δwk	9/28/09	prc diff	⇓ Δ39	⇓∅-RS
		UBS	22.738	8/12/24	0.44	13.798		18.658	-4.860	-26.05	-9.61
		TotalEnergies	76.348	8/12/24	0.60	47.167		60.042	-12.875	-21.44	-17.47
	L	HP	33.780	8/12/24	0.72	20.922		21.744	-0.822	-3.78	-3.58
		Honda Motor	15.915	8/09/24	-0.14	9.896		10.209	-0.312	-3.06	-6.98
	L	3M	123.360	8/12/24	-0.65	78.980		75.010	3.970	5.29	2.73
		Shell	40.852	8/12/24	0.93	26.769		29.176	-2.408	-8.25	-5.45
		Rio Tinto	7,437.048	8/12/24	0.56	4,899.844		4,286.205	613.639	14.32	4.03
		IBM	189.480	8/12/24	-1.03	128.980		119.330	9.650	8.09	4.31
		Aviva	728.656	8/12/24	0.35	497.358		668.179	-170.821	-25.57	-16.24
		Citigroup	57.840	8/12/24		40.000		45.700	-5.700	-12.47	5.11
		BP	661.539	8/12/24	1.35	463.875		891.862	-427.987	-47.99	-46.10
		General Electric	166.870	8/12/24	-0.16	120.000		134.080	-14.080	-10.50	-3.45
		GSK	2,365.650	8/12/24	0.42	1,733.470		2,011.413	-277.943	-13.82	-10.75
	S	Kimberly-Clark	2.699	8/12/24	-1.01	2.013		1.365	0.648	47.45	30.43
	S	Mercedes-Benz	71.103	8/12/24	-0.57	53.488		50.552	2.936	5.81	11.99
		Canon	50.715	8/09/24	1.64	38.846		40.163	-1.317	-3.28	-2.61
	S	Volkswagen	115.660	8/12/24	-0.47	93.888		110.476	-16.588	-15.02	4.93
		Aegon	6.880	8/12/24	0.22	5.805		8.315	-2.510	-30.18	-14.85
		Prudential	956.192	8/12/24	0.41	808.866		934.940	-126.074	-13.48	-6.68
		BHP	3,151.190	8/12/24	-0.14	2,831.406		2,772.910	58.495	2.11	-1.94
		Banco Bilbao Viz	11.039	8/12/24	0.27	10.510		17.152	-6.642	-38.73	-25.54
	L	Philips	32.236	8/12/24	-0.91	31.834		25.063	6.771	27.02	16.87
	L	HSBC	968.983	8/12/24	0.22	961.609		1,153.997	-192.387	-16.67	-8.37
	L	DuPont	78.330	8/12/24	-0.25						-na-
	S	Intel	19.360	8/12/24	-1.78	20.360		19.740	0.620	3.14	0.91
		⇓instrument	freshest		⇓ Δday	6/28/10	Δwk	9/28/09	prc diff	⇓ Δ39	⇓∅-RS
	S	Ford Motor	9.860	8/12/24	-2.38	10.430		7.490	2.940	39.25	13.52
		Panasonic	11.863	8/09/24	1.34	12.732		14.811	-2.079	-14.04	-11.25
	L	Anglo American	3,359.614	8/12/24	0.29	3,808.064		3,305.794	502.270	15.19	2.23
	S	BASF	51.063	8/12/24	-0.22	58.813		53.402	5.411	10.13	6.56
	L	Ericsson	9.199	8/12/24	1.14	10.690		10.048	0.643	6.40	5.68
		Barclays	331.221	8/12/24	0.85	396.668		537.935	-141.267	-26.26	-15.53
		Repsol	15.790	8/12/24	0.67	21.450		27.869	-6.419	-23.03	-11.96
	S	Orange	12.512	8/12/24	-0.25	18.295		27.457	-9.162	-33.37	-22.58
	S	Nissan Motor	4.597	8/09/24	-0.56	7.016		6.346	0.670	10.56	-5.44
	S	Engie	18.969	8/12/24	0.49	30.269		44.910	-14.641	-32.60	-21.80
		E.on	15.246	8/12/24	0.78	25.836		39.372	-13.535	-34.38	-23.60
	L	RWE	40.029	8/12/24	1.70	67.919		94.897	-26.978	-28.43	-20.93
		Societe Generale	25.383	8/12/24	0.44	44.693		77.207	-32.514	-42.11	-26.22
		Vivendi	11.737	8/12/24	0.40	20.763		30.189	-9.425	-31.22	-19.04
		UnibailRodaWestfield	4.850	8/12/24	0.73	8.652		9.506	-0.854	-8.99	-0.47
	L	Bayer	32.113	8/12/24	-0.04	59.178		71.178	-12.000	-16.86	-10.61
	L	Vodafone	112.022	8/12/24	0.87	219.710		230.464	-10.754	-4.67	1.65
		Banco Santander	5.058	8/12/24	-0.24	10.983		16.153	-5.169	-32.00	-20.07
		Standard Chartered	1,086.513	8/12/24	0.92	2,479.162		2,319.449	159.713	6.89	6.04
		Carrefour	16.984	8/12/24	-0.36	42.132		46.717	-4.585	-9.81	-9.30
		Deutsche Bank	16.462	8/12/24	0.14	46.125		60.617	-14.491	-23.91	-13.92
		Telefónica	4.988	8/12/24	0.12	19.699		28.001	-8.302	-29.65	-19.50
SP Global 100 - 95 out of 96 instruments rated - 6/28/10 / 9/28/09 - 32 did rise, Market-Ratio(39) in USD = 33.68 %

Technical Chart

	SP Global 100 RS = 39 - B/S = 55/40

1/03/22	scale up chart	7/01/24

Transactions SP Global 100 in Dollar * A39 - 55/40 (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		1/14/08	742		- cash -
short	1/14/08	7/06/09	539		Citigroup	100	34	290.600	27.900	3,026.823	2,736.223	942	103,032	389
long	7/06/09	8/01/11	756		Ford Motor	100	17,918	5.750	12.350		6.600	115	221,290	45
short	8/01/11	4/30/12	273		Carrefour	100	7,655	28.907	20.110	41.553	12.646	44	318,093	62
long	4/30/12	10/20/14	903		Apple	100	15,251	20.856	24.940		4.084	20	380,374	7
short	10/20/14	11/03/14	14		Deutsche Bank	100	13,794	27.573	27.646	27.501	-0.072	0	379,378	-7
long	11/03/14	8/24/15	294		Apple	100	13,871	27.350	25.788		-1.563	-6	357,704	-7
short	8/24/15	9/12/16	385		RWE	100	23,305	15.348	16.458	14.239	-1.110	-7	331,845	-7
long	9/12/16	7/02/18	658		Anglo American	100	30,361	10.930	21.635		10.705	98	656,864	46
short	7/02/18	7/15/19	378		Deutsche Bank	100	61,733	10.640	7.754	14.601	3.960	37	901,348	36
long	7/15/19	3/09/20	238		LVMH	100	2,105	428.031	387.571		-40.460	-9	816,179	-14
short	3/09/20	12/07/20	273		DuPont	100	23,219	35.150	65.430	4.870	-30.280	-86	113,108	-93
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1,616	69.965	62.428		-7.537	-11	100,928	-9
short	3/07/22	3/21/22	14		Vivendi	100	8,639	11.683	12.965	10.401	-1.282	-11	89,852	-95
long	3/21/22	6/13/22	84		Chevron	100	545	164.640	167.330		2.690	2	91,318	7
short	6/13/22	12/05/22	175		Philips	100	4,115	22.191	14.959	32.921	10.729	48	135,469	128
long	12/05/22	12/19/22	14		Merck (MSD)	100	1,231	110.010	109.440		-0.570	-1	134,767	-13
short	12/19/22	1/23/23	35		Credit Suisse	100	45,066	2.990	3.413	2.568	-0.423	-14	115,712	-80
long	1/23/23	10/23/23	273		Münchener Rück	100	326	353.906	396.949		43.043	12	129,744	17
short	10/23/23	12/11/23	49		Pfizer	100	4,207	30.840	28.640	33.209	2.369	8	139,711	74
long	12/11/23	8/12/24	245		Intel	100	3,136	44.540	19.360		-25.180	-57	60,746	-71
accum	1/14/08	8/12/24	6727	days out of 7469 invested (90%)							507		60,746	10

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Citigroup	short	1/14/08	7/06/09	539	290.60	27.90	3,026.82	2,736.22	941.58	941.58
Ford Motor	long	7/06/09	8/01/11	756	5.75	12.35		6.60	114.78	114.78
Anglo American	long	9/12/16	7/02/18	658	10.93	21.64		10.71	97.94	97.94
Philips	short	6/13/22	12/05/22	175	22.19	14.96	32.92	10.73	48.35	48.35
Carrefour	short	8/01/11	4/30/12	273	28.91	20.11	41.55	12.65	43.75	43.75
Deutsche Bank	short	10/20/14	11/03/14	14	27.57	27.65	27.50	-0.07	-0.26
	short	7/02/18	7/15/19	378	10.64	7.75	14.60	3.96	37.22	36.86
Apple	long	4/30/12	10/20/14	903	20.86	24.94		4.08	19.58
	long	11/03/14	8/24/15	294	27.35	25.79		-1.56	-5.71	12.75
Münchener Rück	long	1/23/23	10/23/23	273	353.91	396.95		43.04	12.16	12.16
Pfizer	short	10/23/23	12/11/23	49	30.84	28.64	33.21	2.37	7.68	7.68
Chevron	long	3/21/22	6/13/22	84	164.64	167.33		2.69	1.63	1.63
Merck (MSD)	long	12/05/22	12/19/22	14	110.01	109.44		-0.57	-0.52	-0.52
RWE	short	8/24/15	9/12/16	385	15.35	16.46	14.24	-1.11	-7.23	-7.23
LVMH	long	7/15/19	3/09/20	238	428.03	387.57		-40.46	-9.45	-9.45
Mercedes-Benz	long	12/07/20	3/07/22	455	69.96	62.43		-7.54	-10.77	-10.77
Vivendi	short	3/07/22	3/21/22	14	11.68	12.96	10.40	-1.28	-10.97	-10.97
Credit Suisse	short	12/19/22	1/23/23	35	2.99	3.41	2.57	-0.42	-14.14	-14.14
Intel	long	12/11/23	8/12/24	245	44.54	19.36		-25.18	-56.53	-56.53
DuPont	short	3/09/20	12/07/20	273	35.15	65.43	4.87	-30.28	-86.15	-86.15

Annotations

2/28/24	Seven & i	stock split 1:3 (three for one)
2/26/24	Walmart	stock split 1:3 (three for one)
9/28/23	Honda Motor	stock split 1:3 (three for one)
7/18/22	Alphabet A	stock split 1:20 (twenty for one)
	GlaxoSmithKline	demergers OTC business -> Haleon
9/29/21	Toyota	stock split 1:5 (five for one)
8/02/21	General Electric	reverse stock split 8:1 (eight become one)
4/03/20	Raytheon Tech	spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger
5/04/18	Samsung Electronics	stock split 1:50 (fifty for one)
10/04/16	SP Global 100	EMC² removed (acquired by Dell)
9/12/16	E.on	demerger of Uniper (power plants) 10 + 1 (one additional Uniper for ten E.on)
12/24/15	Nike	stock split 1:2 (two for one)
11/02/15	Hewlett-Packard	forward stock split 1000:2202 (two thousand two hundred and two for one thousand)
	Hewlett-Packard	spin-off of HP Enterprise
10/02/15	Google A	changes name to Alphabet
4/24/15	GDF Suez	changes name to Engie


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