Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 3/28/11 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/28/11	⇓ Δwk	6/28/10	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,281.330					USD	-na-
		Caterpillar	336.030	8/12/24	-0.66	109.400		64.400	45.000	69.88	USD	43.75
		Chevron	145.020	8/12/24	0.02	106.040		69.960	36.080	51.57	USD	28.72
		ING Groep	15.232	8/12/24	0.21	9.412		6.616	2.796	42.26	EUR	25.81
		Repsol	12.765	8/12/24	0.67	24.250		17.340	6.910	39.85	EUR	25.59
	S	Volkswagen	93.500	8/12/24	-0.47	112.200		75.900	36.300	47.83	EUR	24.19
		Exxon Mobil	119.000	8/12/24	0.13	83.470		58.470	25.000	42.76	USD	23.83
	L	Texas Instruments	192.060	8/12/24	-0.08	34.490		24.360	10.130	41.58	USD	22.77
	L	Apple	217.530	8/12/24	0.71	12.516		9.582	2.934	30.61	USD	22.75
		Schneider Electric	211.250	8/12/24	0.38	59.200		43.545	15.655	35.95	EUR	22.53
		Saint-Gobain	73.560	8/12/24	-0.41	43.125		32.700	10.425	31.88	EUR	21.57
	L	Philip Morris	116.090	8/12/24	0.07	65.170		46.290	18.880	40.79	USD	21.07
	L	Pfizer	28.450	8/12/24	-0.35	20.270		14.540	5.730	39.41	USD	20.48
		Prudential	635.400	8/12/24	0.41	724.500		537.500	187.000	34.79	GBP	20.15
	L	Fox A	38.830	8/12/24	-1.27	17.090		12.670	4.420	34.89	USD	19.97
		Marsh & McLennan	217.350	8/12/24	-1.23	29.820		23.240	6.580	28.31	USD	19.53
	S	BASF	41.280	8/12/24	-0.22	59.090		47.545	11.545	24.28	EUR	18.43
		IBM	189.480	8/12/24	-1.03	161.370		128.980	32.390	25.11	USD	17.05
		Siemens	157.200	8/12/24	0.01	91.471		74.228	17.243	23.23	EUR	16.39
		Societe Generale	20.520	8/12/24	0.44	48.350		36.130	12.220	33.82	EUR	15.62
		General Electric	166.870	8/12/24	-0.16	158.000		120.000	38.000	31.67	USD	15.39
		Bridgestone	5,582.000	8/09/24	-1.33	1,753.000		1,452.000	301.000	20.73	JPY	14.36
		Rio Tinto	4,942.000	8/12/24	0.56	4,279.000		3,256.000	1,023.000	31.42	GBP	14.03
	L	Anglo American	2,232.500	8/12/24	0.29	3,184.000		2,530.500	653.500	25.82	GBP	13.90
	L	Raytheon Tech	116.600	8/12/24	0.39	52.530		42.234	10.296	24.38	USD	13.33
		⇓instrument	freshest		⇓ Δday	3/28/11	⇓ Δwk	6/28/10	prc diff	⇓ Δ39	Curr	∅-RS
		Samsung Electronics	75,500.000	8/12/24	1.07	18,800.000		15,840.000	2,960.000	18.69	KRW	13.30
		Aviva	484.200	8/12/24	0.35	434.700		330.500	104.200	31.53	GBP	13.00
	L	Vodafone	74.440	8/12/24	0.87	177.800		146.000	31.800	21.78	GBP	12.52
		JP Morgan Chase	206.190	8/12/24	0.19	45.960		38.540	7.420	19.25	USD	12.30
	L	Coca-Cola	68.170	8/12/24	-0.74	32.515		25.540	6.975	27.31	USD	11.89
		Aegon	5.562	8/12/24	0.22	5.338		4.693	0.645	13.74	EUR	11.58
		Allianz	255.900	8/12/24		98.850		83.100	15.750	18.95	EUR	10.88
		Shell	33.025	8/12/24	0.93	25.455		21.640	3.815	17.63	EUR	10.80
		BHP	2,094.000	8/12/24	-0.14	2,363.500		1,881.500	482.000	25.62	GBP	10.65
	S	Ford Motor	9.860	8/12/24	-2.38	14.860		10.430	4.430	42.47	USD	9.76
	S	LVMH	635.100	8/12/24	-0.14	110.900		93.270	17.630	18.90	EUR	9.00
	L	Deutsche Telekom	24.730	8/12/24	0.49	10.735		9.897	0.838	8.47	EUR	8.51
	S	National Grid	978.400	8/12/24	-0.04	592.000		502.000	90.000	17.93	GBP	8.10
	L	3M	123.360	8/12/24	-0.65	92.120		78.980	13.140	16.64	USD	7.96
	S	Mercedes-Benz	57.480	8/12/24	-0.57	48.270		43.240	5.030	11.63	EUR	7.89
		Axa	32.350	8/12/24	-0.77	14.750		13.440	1.310	9.75	EUR	7.49
		TotalEnergies	61.720	8/12/24	0.60	42.605		38.130	4.475	11.74	EUR	6.52
	L	Alphabet A	162.290	8/12/24	-0.84	14.429		11.839	2.590	21.88	USD	6.44
		BP	439.600	8/12/24	1.35	477.100		308.250	168.850	54.78	GBP	6.15
		Swiss Re	104.000	8/12/24	0.10	51.500		46.500	5.000	10.75	CHF	5.71
	L	Ericsson	71.080	8/12/24	1.14	81.500		82.600	-1.100	-1.33	SEK	4.65
	S	Bristol-Myers	47.060	8/12/24	0.73	26.980		25.570	1.410	5.51	USD	4.50
		Citigroup	57.840	8/12/24		44.300		40.000	4.300	10.75	USD	4.10
	S	Engie	15.335	8/12/24	0.49	27.895		24.470	3.425	14.00	EUR	4.04
	L	ABB	45.510	8/12/24	0.55	21.820		20.020	1.800	8.99	CHF	3.90
		⇓instrument	freshest		⇓ Δday	3/28/11	⇓ Δwk	6/28/10	prc diff	⇓ Δ39	Curr	∅-RS
	L	Bayer	25.960	8/12/24	-0.04	53.080		47.840	5.240	10.95	EUR	3.63
		Telefónica	4.032	8/12/24	0.12	17.855		15.925	1.930	12.12	EUR	2.80
	S	Diageo	2,451.500	8/12/24	1.03	1,165.000		1,064.000	101.000	9.49	GBP	2.61
	S	McDonald´s	269.460	8/12/24	0.58	75.000		67.330	7.670	11.39	USD	2.55
		UBS	24.850	8/12/24	0.44	17.050		15.080	1.970	13.06	CHF	2.40
		Vivendi	9.488	8/12/24	0.40	19.146		16.785	2.361	14.07	EUR	2.26
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	40.245		39.620	0.625	1.58	USD	1.87
		Banco Bilbao Viz	8.924	8/12/24	0.27	8.827		8.496	0.331	3.90	EUR	1.82
	L	Goldman Sachs	485.500	8/12/24	-0.97	156.470		136.660	19.810	14.50	USD	1.29
		Toyota	2,447.500	8/09/24	-0.14	662.000		625.000	37.000	5.92	JPY	1.17
	L	Morgan Stanley	94.840	8/12/24	0.13	27.180		24.520	2.660	10.85	USD	1.08
		Honda Motor	1,420.000	8/09/24	-0.14	1,013.000		883.000	130.000	14.72	JPY	0.49
		L´Oreal	376.650	8/12/24	-1.59	82.000		83.120	-1.120	-1.35	EUR	0.21
		Sanofi	95.670	8/12/24	-0.60	49.055		49.900	-0.845	-1.69	EUR	-0.59
		PepsiCo	171.420	8/12/24	-0.56	64.340		61.960	2.380	3.84	USD	-0.77
	L	Münchener Rück	439.200	8/12/24	1.01	108.950		104.900	4.050	3.86	EUR	-0.84
	L	Unilever	55.100	8/12/24	-0.36	22.065		23.060	-0.995	-4.31	EUR	-1.01
	L	Nestlé	88.640	8/12/24	-0.40	52.300		52.850	-0.550	-1.04	CHF	-1.36
	L	HSBC	643.900	8/12/24	0.22	653.500		639.000	14.500	2.27	GBP	-1.39
	L	Walmart	68.700	8/12/24	1.10	17.397		16.523	0.873	5.29	USD	-1.40
	S	Nissan Motor	410.200	8/09/24	-0.56	725.000		626.000	99.000	15.81	JPY	-1.43
	S	Kimberly-Clark	34.140	8/12/24	-1.01	24.280		25.460	-1.180	-4.63	MXN	-2.01
	S	Intel	19.360	8/12/24	-1.78	20.340		20.360	-0.020	-0.10	USD	-2.25
	S	Orange	10.115	8/12/24	-0.25	15.655		14.790	0.865	5.85	EUR	-2.36
		GSK	1,572.000	8/12/24	0.42	1,189.190		1,151.910	37.280	3.24	GBP	-2.63
		⇓instrument	freshest		⇓ Δday	3/28/11	⇓ Δwk	6/28/10	prc diff	⇓ Δ39	Curr	∅-RS
	L	Procter & Gamble	166.810	8/12/24	-2.19	60.660		60.620	0.040	0.07	USD	-2.86
		Nike	74.640	8/12/24	0.40	18.973		17.625	1.348	7.65	USD	-3.02
		Barclays	220.100	8/12/24	0.85	270.103		263.590	6.513	2.47	GBP	-3.26
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.620		9.900	-0.280	-2.83	AUD	-3.42
		Seven & i	1,672.500	8/09/24	-0.54	675.000		684.670	-9.670	-1.41	JPY	-3.45
	S	Johnson & Johnson	159.880	8/12/24	-0.46	59.240		59.450	-0.210	-0.35	USD	-3.51
		Microsoft	406.810	8/12/24	0.19	25.410		24.310	1.100	4.52	USD	-4.01
		Banco Santander	4.089	8/12/24	-0.24	8.381		8.879	-0.498	-5.61	EUR	-4.54
		Deutsche Bank	13.308	8/12/24	0.14	35.434		37.288	-1.854	-4.97	EUR	-5.11
		Standard Chartered	722.000	8/12/24	0.92	1,623.500		1,647.430	-23.930	-1.45	GBP	-5.22
	L	HP	33.780	8/12/24	0.72	19.137		20.922	-1.785	-8.53	USD	-5.45
	L	Philips	26.060	8/12/24	-0.91	22.180		25.735	-3.555	-13.81	EUR	-6.11
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,872.500		2,961.500	-89.000	-3.01	GBP	-6.20
	L	Novartis	96.740	8/12/24	0.16	42.120		44.330	-2.210	-4.99	CHF	-6.62
	S	Sony	12,325.000	8/09/24	0.28	2,593.000		2,456.000	137.000	5.58	JPY	-6.91
		Merck (MSD)	113.480	8/12/24	-0.93	32.450		35.940	-3.490	-9.71	USD	-7.28
		Canon	4,525.000	8/09/24	1.64	3,541.000		3,466.000	75.000	2.16	JPY	-8.62
		E.on	12.325	8/12/24	0.78	19.355		20.886	-1.532	-7.33	EUR	-9.51
		Carrefour	13.730	8/12/24	-0.36	31.675		34.060	-2.385	-7.00	EUR	-10.46
		Panasonic	1,058.500	8/09/24	1.34	1,008.000		1,136.000	-128.000	-11.27	JPY	-13.72
	L	RWE	32.360	8/12/24	1.70	44.568		54.906	-10.338	-18.83	EUR	-16.14
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 3/28/11 / 6/28/10 - 73 did rise, Market-Ratio(39) = 76.84 %

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


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