Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 12/27/10 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/27/10	⇓ Δwk	3/29/10	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,232.270					USD	-na-
	S	Volkswagen	93.500	8/12/24	-0.47	122.850		68.810	54.040	78.54	EUR	59.68
		Caterpillar	336.030	8/12/24	-0.66	94.070		63.480	30.590	48.19	USD	40.63
	S	LVMH	635.100	8/12/24	-0.14	125.650		87.600	38.050	43.44	EUR	35.30
	S	Ford Motor	9.860	8/12/24	-2.38	16.870		13.570	3.300	24.32	USD	34.55
	S	BASF	41.280	8/12/24	-0.22	60.660		45.520	15.140	33.26	EUR	31.41
		Schneider Electric	211.250	8/12/24	0.38	57.175		42.900	14.275	33.28	EUR	29.52
	L	Apple	217.530	8/12/24	0.71	11.596		8.300	3.296	39.71	USD	28.90
	S	Mercedes-Benz	57.480	8/12/24	-0.57	51.570		34.950	16.620	47.55	EUR	28.25
		Rio Tinto	4,942.000	8/12/24	0.56	4,552.500		3,910.500	642.000	16.42	GBP	28.18
		BHP	2,094.000	8/12/24	-0.14	2,616.000		2,267.500	348.500	15.37	GBP	27.92
	L	Anglo American	2,232.500	8/12/24	0.29	3,375.500		2,832.500	543.000	19.17	GBP	27.60
		Siemens	157.200	8/12/24	0.01	91.558		72.210	19.348	26.79	EUR	27.19
	L	Texas Instruments	192.060	8/12/24	-0.08	32.380		24.730	7.650	30.93	USD	24.73
		Citigroup	57.840	8/12/24		47.700		41.800	5.900	14.11	USD	21.30
		Samsung Electronics	75,500.000	8/12/24	1.07	18,900.000		16,360.000	2,540.000	15.53	KRW	18.86
		Prudential	635.400	8/12/24	0.41	681.000		534.500	146.500	27.41	GBP	17.86
		Nike	74.640	8/12/24	0.40	21.458		18.493	2.965	16.03	USD	16.98
		Chevron	145.020	8/12/24	0.02	90.120		75.230	14.890	19.79	USD	16.16
	L	Coca-Cola	68.170	8/12/24	-0.74	32.535		27.385	5.150	18.81	USD	16.05
		Marsh & McLennan	217.350	8/12/24	-1.23	27.370		24.770	2.600	10.50	USD	16.03
		Shell	33.025	8/12/24	0.93	25.015		21.325	3.690	17.30	EUR	14.35
	L	Philip Morris	116.090	8/12/24	0.07	58.600		52.530	6.070	11.56	USD	14.17
		Repsol	12.765	8/12/24	0.67	20.740		17.830	2.910	16.32	EUR	14.15
		Canon	4,525.000	8/09/24	1.64	4,345.000		4,164.000	181.000	4.35	JPY	13.63
		⇓instrument	freshest		⇓ Δday	12/27/10	⇓ Δwk	3/29/10	prc diff	⇓ Δ39	Curr	∅-RS
		Saint-Gobain	73.560	8/12/24	-0.41	38.880		35.930	2.950	8.21	EUR	13.62
	L	Alphabet A	162.290	8/12/24	-0.84	15.106		14.105	1.001	7.10	USD	13.30
		Exxon Mobil	119.000	8/12/24	0.13	73.010		67.300	5.710	8.48	USD	12.92
	L	Vodafone	74.440	8/12/24	0.87	168.850		151.150	17.700	11.71	GBP	12.71
	L	Raytheon Tech	116.600	8/12/24	0.39	49.887		46.570	3.317	7.12	USD	11.71
	S	Nissan Motor	410.200	8/09/24	-0.56	799.000		763.000	36.000	4.72	JPY	11.29
		General Electric	166.870	8/12/24	-0.16	145.520		147.200	-1.680	-1.14	USD	11.21
	L	Bayer	25.960	8/12/24	-0.04	55.870		50.310	5.560	11.05	EUR	10.75
		IBM	189.480	8/12/24	-1.03	145.340		128.590	16.750	13.03	USD	10.67
	L	Goldman Sachs	485.500	8/12/24	-0.97	169.830		174.050	-4.220	-2.42	USD	10.37
	S	Diageo	2,451.500	8/12/24	1.03	1,211.000		1,108.000	103.000	9.30	GBP	9.81
		Honda Motor	1,420.000	8/09/24	-0.14	1,083.670		1,077.670	6.000	0.56	JPY	9.31
	S	McDonald´s	269.460	8/12/24	0.58	76.430		67.070	9.360	13.96	USD	8.91
		Vivendi	9.488	8/12/24	0.40	19.935		19.209	0.726	3.78	EUR	8.03
		Swiss Re	104.000	8/12/24	0.10	51.300		51.400	-0.100	-0.19	CHF	7.79
	L	Nestlé	88.640	8/12/24	-0.40	56.500		53.850	2.650	4.92	CHF	7.21
	L	Fox A	38.830	8/12/24	-1.27	14.600		14.550	0.050	0.34	USD	6.57
		Seven & i	1,672.500	8/09/24	-0.54	727.330		733.000	-5.670	-0.77	JPY	6.41
		JP Morgan Chase	206.190	8/12/24	0.19	42.670		44.860	-2.190	-4.88	USD	6.23
	L	Unilever	55.100	8/12/24	-0.36	23.670		21.860	1.810	8.28	EUR	6.22
		L´Oreal	376.650	8/12/24	-1.59	85.150		78.600	6.550	8.33	EUR	6.14
		Aviva	484.200	8/12/24	0.35	396.000		387.700	8.300	2.14	GBP	5.79
	L	Münchener Rück	439.200	8/12/24	1.01	114.950		120.200	-5.250	-4.37	EUR	5.71
	S	Kimberly-Clark	34.140	8/12/24	-1.01	24.980		22.770	2.210	9.71	MXN	5.41
		Standard Chartered	722.000	8/12/24	0.92	1,754.500		1,725.950	28.550	1.65	GBP	5.28
		⇓instrument	freshest		⇓ Δday	12/27/10	⇓ Δwk	3/29/10	prc diff	⇓ Δ39	Curr	∅-RS
	L	Pfizer	28.450	8/12/24	-0.35	17.490		17.280	0.210	1.22	USD	4.66
		Bridgestone	5,582.000	8/09/24	-1.33	1,577.000		1,597.000	-20.000	-1.25	JPY	4.46
	L	3M	123.360	8/12/24	-0.65	87.010		81.360	5.650	6.94	USD	4.38
		Allianz	255.900	8/12/24		89.600		93.120	-3.520	-3.78	EUR	4.27
	S	Sony	12,325.000	8/09/24	0.28	2,947.000		3,525.000	-578.000	-16.40	JPY	4.24
	L	Procter & Gamble	166.810	8/12/24	-2.19	64.670		63.730	0.940	1.47	USD	4.22
		Microsoft	406.810	8/12/24	0.19	28.070		29.590	-1.520	-5.14	USD	4.13
	S	Bristol-Myers	47.060	8/12/24	0.73	26.500		27.000	-0.500	-1.85	USD	3.51
		GSK	1,572.000	8/12/24	0.42	1,275.310		1,280.860	-5.550	-0.43	GBP	3.11
	S	Engie	15.335	8/12/24	0.49	27.590		28.740	-1.150	-4.00	EUR	3.03
	S	National Grid	978.400	8/12/24	-0.04	567.500		571.306	-3.806	-0.67	GBP	2.98
	L	Ericsson	71.080	8/12/24	1.14	78.150		76.700	1.450	1.89	SEK	2.71
	L	Morgan Stanley	94.840	8/12/24	0.13	27.510		29.430	-1.920	-6.52	USD	2.19
	L	Novartis	96.740	8/12/24	0.16	46.830		47.710	-0.880	-1.84	CHF	2.10
		PepsiCo	171.420	8/12/24	-0.56	65.420		66.550	-1.130	-1.70	USD	1.87
	L	ABB	45.510	8/12/24	0.55	21.030		22.850	-1.820	-7.96	CHF	1.72
	L	Walmart	68.700	8/12/24	1.10	17.857		18.580	-0.723	-3.89	USD	1.18
	S	Intel	19.360	8/12/24	-1.78	20.840		22.330	-1.490	-6.67	USD	0.71
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	40.205		42.490	-2.285	-5.38	USD	0.64
		Merck (MSD)	113.480	8/12/24	-0.93	36.230		37.890	-1.660	-4.38	USD	0.57
		BP	439.600	8/12/24	1.35	473.350		628.200	-154.850	-24.65	GBP	0.51
		ING Groep	15.232	8/12/24	0.21	7.200		7.420	-0.220	-2.96	EUR	0.32
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.950		9.800	0.150	1.53	AUD	0.06
		Societe Generale	20.520	8/12/24	0.44	41.340		47.255	-5.915	-12.52	EUR	-0.18
	S	Johnson & Johnson	159.880	8/12/24	-0.46	61.930		64.820	-2.890	-4.46	USD	-0.33
		⇓instrument	freshest		⇓ Δday	12/27/10	⇓ Δwk	3/29/10	prc diff	⇓ Δ39	Curr	∅-RS
	L	HSBC	643.900	8/12/24	0.22	663.100		684.000	-20.900	-3.06	GBP	-0.38
		TotalEnergies	61.720	8/12/24	0.60	39.995		42.705	-2.710	-6.35	EUR	-0.43
		Aegon	5.562	8/12/24	0.22	4.605		5.099	-0.494	-9.69	EUR	-0.80
		Telefónica	4.032	8/12/24	0.12	17.130		17.910	-0.780	-4.36	EUR	-1.50
	L	Philips	26.060	8/12/24	-0.91	22.840		23.990	-1.150	-4.79	EUR	-1.77
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.650		9.950	-0.300	-3.02	EUR	-2.33
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,975.000		2,980.000	-5.000	-0.17	GBP	-2.38
		Toyota	2,447.500	8/09/24	-0.14	640.000		745.000	-105.000	-14.09	JPY	-2.99
	S	Orange	10.115	8/12/24	-0.25	15.830		17.750	-1.920	-10.82	EUR	-3.15
		Sanofi	95.670	8/12/24	-0.60	48.760		55.490	-6.730	-12.13	EUR	-3.53
		UBS	24.850	8/12/24	0.44	15.650		16.600	-0.950	-5.72	CHF	-3.61
		E.on	12.325	8/12/24	0.78	20.755		24.505	-3.750	-15.30	EUR	-6.37
		Panasonic	1,058.500	8/09/24	1.34	1,126.000		1,403.000	-277.000	-19.74	JPY	-8.22
	L	HP	33.780	8/12/24	0.72	18.992		24.055	-5.064	-21.05	USD	-9.10
		Axa	32.350	8/12/24	-0.77	12.680		16.580	-3.900	-23.52	EUR	-9.33
		Deutsche Bank	13.308	8/12/24	0.14	33.425		44.935	-11.511	-25.62	EUR	-11.03
		Carrefour	13.730	8/12/24	-0.36	31.800		35.730	-3.930	-11.00	EUR	-11.08
	L	RWE	32.360	8/12/24	1.70	49.443		64.794	-15.351	-23.69	EUR	-12.71
		Barclays	220.100	8/12/24	0.85	244.515		338.875	-94.360	-27.85	GBP	-12.83
		Banco Santander	4.089	8/12/24	-0.24	7.732		9.878	-2.146	-21.73	EUR	-16.44
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.496		9.806	-2.310	-23.56	EUR	-18.18
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 12/27/10 / 3/29/10 - 48 did rise, Market-Ratio(39) = 50.53 %

Technical Chart

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

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

Transactions SP Global 100 * A39 - 55/40 (1)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	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	USD	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	USD	5.750	12.350		6.600	115	221,290	45
short	8/01/11	4/30/12	273		Carrefour	100	11,020	EUR	20.080	15.175	26.570	6.490	32	292,815	45
long	4/30/12	10/20/14	903		Apple	100	14,039	USD	20.856	24.940		4.084	20	350,146	7
short	10/20/14	11/03/14	14		Deutsche Bank	100	16,251	EUR	21.545	22.134	20.956	-0.589	-3	340,572	-51
long	11/03/14	8/24/15	294		Apple	100	12,452	USD	27.350	25.788		-1.563	-6	321,116	-7
short	8/24/15	9/12/16	385		RWE	100	24,290	EUR	13.220	14.645	11.795	-1.425	-11	286,503	-10
long	9/12/16	7/02/18	658		Anglo American	100	34,960	GBP	8.195	16.440		8.245	101	574,748	47
short	7/02/18	7/15/19	378		Deutsche Bank	100	62,889	EUR	9.139	6.885	12.131	2.992	33	762,905	31
long	7/15/19	3/09/20	238		LVMH	100	2,007	EUR	380.050	338.000		-42.050	-11	678,511	-16
short	3/09/20	12/07/20	273		DuPont	100	19,303	USD	35.150	65.430	4.870	-30.280	-86	94,016	-93
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1,629	EUR	57.700	57.390		-0.310	-1	93,511	0
short	3/07/22	3/21/22	14		Vivendi	100	8,706	EUR	10.740	11.750	9.730	-1.010	-9	84,718	-92
long	3/21/22	6/13/22	84		Chevron	100	514	USD	164.640	167.330		2.690	2	86,101	7
short	6/13/22	12/05/22	175		Philips	100	4,050	EUR	21.255	14.250	31.704	10.449	49	128,417	130
long	12/05/22	12/19/22	14		Merck (MSD)	100	1,167	USD	110.010	109.440		-0.570	-1	127,752	-13
short	12/19/22	1/23/23	35		Credit Suisse	100	45,970	CHF	2.779	3.150	2.408	-0.371	-13	110,697	-78
long	1/23/23	10/23/23	273		Münchener Rück	100	339	EUR	325.700	372.100		46.400	14	126,427	19
short	10/23/23	12/11/23	49		Pfizer	100	4,099	USD	30.840	28.640	33.209	2.369	8	136,137	74
long	12/11/23	8/12/24	245		Intel	100	3,056	USD	44.540	19.360		-25.180	-57	59,187	-71
accum	1/14/08	8/12/24	6727	days out of 7469 invested (90%)								492		59,187	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	8.20	16.44		8.25	100.61	100.61
Philips	short	6/13/22	12/05/22	175	21.26	14.25	31.70	10.45	49.16	49.16
Carrefour	short	8/01/11	4/30/12	273	20.08	15.18	26.57	6.49	32.32	32.32
Deutsche Bank	short	10/20/14	11/03/14	14	21.55	22.13	20.96	-0.59	-2.73
	short	7/02/18	7/15/19	378	9.14	6.89	12.13	2.99	32.74	29.11
Münchener Rück	long	1/23/23	10/23/23	273	325.70	372.10		46.40	14.25	14.25
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
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
Mercedes-Benz	long	12/07/20	3/07/22	455	57.70	57.39		-0.31	-0.54	-0.54
Vivendi	short	3/07/22	3/21/22	14	10.74	11.75	9.73	-1.01	-9.40	-9.40
RWE	short	8/24/15	9/12/16	385	13.22	14.65	11.80	-1.43	-10.78	-10.78
LVMH	long	7/15/19	3/09/20	238	380.05	338.00		-42.05	-11.06	-11.06
Credit Suisse	short	12/19/22	1/23/23	35	2.78	3.15	2.41	-0.37	-13.35	-13.35
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