Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Dollar - 11/29/10 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	11/29/10	Δwk	3/01/10	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,163.960					-na-
	L	Apple	217.530	8/12/24	0.71	11.317		7.464	3.853	51.62	30.63
		Microsoft	406.810	8/12/24	0.19	25.310		29.020	-3.710	-12.78	-6.89
	L	Alphabet A	162.290	8/12/24	-0.84	14.598		13.358	1.239	9.28	9.45
		Marsh & McLennan	217.350	8/12/24	-1.23	25.070		23.340	1.730	7.41	7.71
	L	Texas Instruments	192.060	8/12/24	-0.08	32.200		24.630	7.570	30.73	25.97
		JP Morgan Chase	206.190	8/12/24	0.19	37.910		41.830	-3.920	-9.37	-5.98
	S	LVMH	841.380	8/12/24	-0.14	155.068		111.428	43.640	39.16	29.27
		L´Oreal	498.986	8/12/24	-1.59	108.700		105.757	2.943	2.78	2.14
		Samsung Electronics	65.335	8/12/24	1.07	14.867		13.187	1.680	12.74	9.57
	L	AstraZeneca	19,928.135	8/12/24	0.63	4,713.830		4,461.742	252.089	5.65	0.37
	S	Sony	146.678	8/09/24	0.28	35.107		34.904	0.204	0.58	11.03
		Caterpillar	336.030	8/12/24	-0.66	83.670		57.850	25.820	44.63	28.98
	L	Münchener Rück	581.852	8/12/24	1.01	145.132		156.155	-11.023	-7.06	0.24
		Schneider Electric	279.864	8/12/24	0.38	70.943		54.685	16.258	29.73	23.63
	L	Walmart	68.700	8/12/24	1.10	17.950		17.967	-0.017	-0.09	1.69
	L	Morgan Stanley	94.840	8/12/24	0.13	24.920		28.190	-3.270	-11.60	-8.54
		Toyota	29.127	8/09/24	-0.14	7.866		7.478	0.389	5.20	4.26
		Bridgestone	66.430	8/09/24	-1.33	18.327		17.800	0.527	2.96	7.95
		Nike	74.640	8/12/24	0.40	21.290		17.060	4.230	24.79	18.77
	S	McDonald´s	269.460	8/12/24	0.58	78.260		63.980	14.280	22.32	13.43
		Merck (MSD)	113.480	8/12/24	-0.93	34.690		37.270	-2.580	-6.92	-4.00
	L	Goldman Sachs	485.500	8/12/24	-0.97	159.280		156.540	2.740	1.75	3.42
		Allianz	339.016	8/12/24		113.867		117.494	-3.628	-3.09	-0.56
		Axa	42.857	8/12/24	-0.77	15.195		20.189	-4.994	-24.73	-20.32
		⇓instrument	freshest		⇓ Δday	11/29/10	Δwk	3/01/10	prc diff	⇓ Δ39	⇓∅-RS
	L	Fox A	38.830	8/12/24	-1.27	13.880		13.760	0.120	0.87	2.34
	L	Procter & Gamble	166.810	8/12/24	-2.19	62.130		63.510	-1.380	-2.17	0.22
		PepsiCo	171.420	8/12/24	-0.56	64.010		63.430	0.580	0.91	0.07
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	38.595		41.895	-3.300	-7.88	-3.84
	S	Johnson & Johnson	159.880	8/12/24	-0.46	61.910		63.390	-1.480	-2.33	-0.60
	L	Unilever	72.996	8/12/24	-0.36	28.907		30.604	-1.697	-5.54	-2.71
	L	Deutsche Telekom	32.762	8/12/24	0.49	13.070		13.050	0.021	0.16	-1.34
	L	Raytheon Tech	116.600	8/12/24	0.39	47.074		43.826	3.247	7.41	6.35
		Seven & i	19.904	8/09/24	-0.54	8.208		7.448	0.760	10.20	6.86
	L	ABB	45.373	8/12/24	0.55	19.461		20.583	-1.122	-5.45	-0.72
		Swiss Re	103.687	8/12/24	0.10	46.679		44.865	1.814	4.04	2.76
		ING Groep	20.179	8/12/24	0.21	9.275		9.474	-0.199	-2.10	-2.21
	L	Coca-Cola	68.170	8/12/24	-0.74	31.695		26.635	5.060	19.00	13.92
	L	Novartis	96.449	8/12/24	0.16	44.904		46.785	-1.880	-4.02	2.42
	S	Diageo	3,822.678	8/12/24	1.03	1,793.220		1,666.489	126.732	7.60	5.71
		Saint-Gobain	97.452	8/12/24	-0.41	46.348		47.814	-1.466	-3.07	1.49
		Sanofi	126.744	8/12/24	-0.60	62.226		74.731	-12.505	-16.73	-8.44
	L	Philip Morris	116.090	8/12/24	0.07	57.820		48.930	8.890	18.17	14.08
		Siemens	208.259	8/12/24	0.01	108.647		85.672	22.975	26.82	15.59
	S	Bristol-Myers	47.060	8/12/24	0.73	25.420		24.390	1.030	4.22	-0.59
		Chevron	145.020	8/12/24	0.02	81.690		72.810	8.880	12.20	6.06
	L	HP	33.780	8/12/24	0.72	19.346		23.406	-4.060	-17.35	-8.63
	S	National Grid	1,525.641	8/12/24	-0.04	884.136		885.798	-1.663	-0.19	3.37
	L	Pfizer	28.450	8/12/24	-0.35	16.560		17.750	-1.190	-6.70	-1.47
		Exxon Mobil	119.000	8/12/24	0.13	69.450		65.400	4.050	6.19	7.38
		⇓instrument	freshest		⇓ Δday	11/29/10	Δwk	3/01/10	prc diff	⇓ Δ39	⇓∅-RS
		TotalEnergies	81.767	8/12/24	0.60	49.150		56.382	-7.232	-12.83	-9.07
		UBS	24.775	8/12/24	0.44	15.284		13.958	1.326	9.50	-1.30
	L	Nestlé	88.373	8/12/24	-0.40	55.582		50.270	5.312	10.57	11.57
	L	3M	123.360	8/12/24	-0.65	84.220		80.580	3.640	4.52	1.63
		Shell	43.752	8/12/24	0.93	30.649		27.857	2.792	10.02	5.97
		Citigroup	57.840	8/12/24		41.500		33.900	7.600	22.42	6.88
		Honda Motor	16.899	8/09/24	-0.14	12.333		11.507	0.826	7.18	10.60
		Aviva	755.024	8/12/24	0.35	559.797		571.542	-11.745	-2.05	-3.32
	S	Kimberly-Clark	2.735	8/12/24	-1.01	2.055		1.774	0.281	15.82	13.42
		IBM	189.480	8/12/24	-1.03	142.890		128.570	14.320	11.14	9.77
		General Electric	166.870	8/12/24	-0.16	127.760		127.200	0.560	0.44	-1.88
		Aegon	7.369	8/12/24	0.22	5.717		6.430	-0.714	-11.10	-8.18
		GSK	2,451.254	8/12/24	0.42	1,923.439		1,886.681	36.758	1.95	0.08
		Banco Bilbao Viz	11.823	8/12/24	0.27	9.409		12.330	-2.921	-23.69	-25.52
	L	Philips	34.524	8/12/24	-0.91	28.053		30.345	-2.292	-7.55	-9.21
		Rio Tinto	7,706.169	8/12/24	0.56	6,304.339		5,283.561	1,020.778	19.32	17.29
	S	Mercedes-Benz	76.150	8/12/24	-0.57	65.962		42.730	23.232	54.37	25.79
		Canon	53.851	8/09/24	1.64	47.960		40.920	7.041	17.21	11.74
		Prudential	990.793	8/12/24	0.41	886.475		807.348	79.126	9.80	-0.89
		BP	685.478	8/12/24	1.35	667.780		907.886	-240.106	-26.45	-10.07
	L	DuPont	78.330	8/12/24	-0.25						-na-
	L	HSBC	1,004.047	8/12/24	0.22	1,015.742		1,038.890	-23.147	-2.23	-2.05
	L	Ericsson	10.156	8/12/24	1.14	10.666		10.494	0.172	1.64	2.17
		BHP	3,265.220	8/12/24	-0.14	3,532.644		3,156.275	376.369	11.92	13.53
	S	Intel	19.360	8/12/24	-1.78	21.330		20.870	0.460	2.20	3.67
		⇓instrument	freshest		⇓ Δday	11/29/10	Δwk	3/01/10	prc diff	⇓ Δ39	⇓∅-RS
		Barclays	343.207	8/12/24	0.85	378.756		439.239	-60.482	-13.77	-13.62
		Panasonic	12.597	8/09/24	1.34	14.626		13.842	0.784	5.66	4.76
	L	Anglo American	3,481.186	8/12/24	0.29	4,398.847		3,732.082	666.766	17.87	8.35
	S	Volkswagen	123.869	8/12/24	-0.47	164.871		82.051	82.820	100.94	67.51
	S	BASF	54.688	8/12/24	-0.22	74.573		57.398	17.175	29.92	23.66
		Repsol	16.911	8/12/24	0.67	24.231		22.956	1.274	5.55	0.33
	L	RWE	42.871	8/12/24	1.70	63.508		85.515	-22.007	-25.73	-17.83
	S	Orange	13.400	8/12/24	-0.25	20.872		23.665	-2.793	-11.80	-5.04
	S	Ford Motor	9.860	8/12/24	-2.38	16.060		12.410	3.650	29.41	34.14
		E.on	16.328	8/12/24	0.78	26.857		32.952	-6.095	-18.50	-10.65
	S	Engie	20.316	8/12/24	0.49	33.895		37.038	-3.143	-8.49	-5.72
		Banco Santander	5.417	8/12/24	-0.24	9.517		12.901	-3.384	-26.23	-25.04
		UnibailRodaWestfield	5.356	8/12/24	0.73	9.554		8.742	0.812	9.29	5.90
		Societe Generale	27.185	8/12/24	0.44	49.084		56.266	-7.182	-12.76	-12.26
	S	Nissan Motor	4.882	8/09/24	-0.56	9.330		7.736	1.594	20.60	16.00
		Vivendi	12.570	8/12/24	0.40	24.423		24.814	-0.392	-1.58	-0.89
	L	Vodafone	116.076	8/12/24	0.87	248.400		217.527	30.873	14.19	8.36
	L	Bayer	34.392	8/12/24	-0.04	74.268		68.855	5.413	7.86	10.80
		Deutsche Bank	17.630	8/12/24	0.14	41.862		50.402	-8.540	-16.94	-17.79
		Standard Chartered	1,125.830	8/12/24	0.92	2,728.034		2,238.761	489.272	21.85	7.14
		Carrefour	18.190	8/12/24	-0.36	47.189		47.876	-0.686	-1.43	-1.38
		Telefónica	5.342	8/12/24	0.12	21.978		23.815	-1.837	-7.71	-6.18
SP Global 100 - 95 out of 96 instruments rated - 11/29/10 / 3/01/10 - 57 did rise, Market-Ratio(39) in USD = 60.00 %

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


	is taking down something concerning