Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 4/11/11 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/11/11	⇓ Δwk	7/12/10	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,316.810					USD	-na-
		Caterpillar	336.030	8/12/24	-0.66	109.070		64.280	44.790	69.68	USD	40.55
		Chevron	145.020	8/12/24	0.02	107.780		71.850	35.930	50.01	USD	29.28
	S	BASF	41.280	8/12/24	-0.22	64.410		46.030	18.380	39.93	EUR	27.83
		Saint-Gobain	73.560	8/12/24	-0.41	45.575		31.990	13.585	42.47	EUR	27.62
		Repsol	12.765	8/12/24	0.67	24.580		17.610	6.970	39.58	EUR	25.91
		Exxon Mobil	119.000	8/12/24	0.13	85.160		58.940	26.220	44.49	USD	25.40
	L	Philip Morris	116.090	8/12/24	0.07	66.830		48.840	17.990	36.83	USD	23.23
		BHP	2,094.000	8/12/24	-0.14	2,631.500		1,825.000	806.500	44.19	GBP	22.94
	L	Texas Instruments	192.060	8/12/24	-0.08	34.930		24.750	10.180	41.13	USD	22.89
		Prudential	635.400	8/12/24	0.41	745.000		534.000	211.000	39.51	GBP	22.33
	L	Pfizer	28.450	8/12/24	-0.35	20.670		14.930	5.740	38.45	USD	22.10
		ING Groep	15.232	8/12/24	0.21	9.189		6.865	2.324	33.85	EUR	22.03
	L	Fox A	38.830	8/12/24	-1.27	17.260		12.990	4.270	32.87	USD	20.43
		Rio Tinto	4,942.000	8/12/24	0.56	4,528.000		3,102.500	1,425.500	45.95	GBP	20.27
	S	Volkswagen	93.500	8/12/24	-0.47	110.500		73.530	36.970	50.28	EUR	19.94
		Schneider Electric	211.250	8/12/24	0.38	58.500		43.035	15.465	35.94	EUR	19.64
	L	Anglo American	2,232.500	8/12/24	0.29	3,339.500		2,385.000	954.500	40.02	GBP	19.03
		Marsh & McLennan	217.350	8/12/24	-1.23	29.850		22.640	7.210	31.85	USD	18.81
		IBM	189.480	8/12/24	-1.03	163.950		128.670	35.280	27.42	USD	17.90
		General Electric	166.870	8/12/24	-0.16	161.440		119.440	42.000	35.16	USD	17.55
		Aviva	484.200	8/12/24	0.35	452.700		345.800	106.900	30.91	GBP	17.17
		Siemens	157.200	8/12/24	0.01	92.586		71.948	20.638	28.68	EUR	16.76
		Allianz	255.900	8/12/24		104.270		84.550	19.720	23.32	EUR	16.73
		Aegon	5.562	8/12/24	0.22	5.549		4.597	0.952	20.71	EUR	15.81
		⇓instrument	freshest		⇓ Δday	4/11/11	⇓ Δwk	7/12/10	prc diff	⇓ Δ39	Curr	∅-RS
		Axa	32.350	8/12/24	-0.77	15.775		13.335	2.440	18.30	EUR	15.37
	L	Coca-Cola	68.170	8/12/24	-0.74	33.700		26.225	7.475	28.50	USD	15.15
		Swiss Re	104.000	8/12/24	0.10	56.000		47.230	8.770	18.57	CHF	14.92
	L	Raytheon Tech	116.600	8/12/24	0.39	53.480		41.964	11.517	27.44	USD	14.86
		JP Morgan Chase	206.190	8/12/24	0.19	46.860		39.190	7.670	19.57	USD	14.41
	L	Apple	217.530	8/12/24	0.71	11.814		9.189	2.626	28.58	USD	14.14
		Societe Generale	20.520	8/12/24	0.44	47.220		38.260	8.960	23.42	EUR	12.92
		Shell	33.025	8/12/24	0.93	25.975		21.205	4.770	22.49	EUR	12.36
	L	Deutsche Telekom	24.730	8/12/24	0.49	11.145		9.886	1.259	12.74	EUR	12.30
	S	Mercedes-Benz	57.480	8/12/24	-0.57	50.650		41.565	9.085	21.86	EUR	11.58
	L	Vodafone	74.440	8/12/24	0.87	176.950		143.400	33.550	23.40	GBP	11.27
		Bridgestone	5,582.000	8/09/24	-1.33	1,703.000		1,481.000	222.000	14.99	JPY	10.82
	L	3M	123.360	8/12/24	-0.65	93.800		82.260	11.540	14.03	USD	9.46
	S	Ford Motor	9.860	8/12/24	-2.38	14.860		11.100	3.760	33.87	USD	9.18
	S	LVMH	635.100	8/12/24	-0.14	111.150		89.380	21.770	24.36	EUR	8.22
	L	Bayer	25.960	8/12/24	-0.04	55.390		46.410	8.980	19.35	EUR	7.76
	S	National Grid	978.400	8/12/24	-0.04	590.000		495.900	94.100	18.98	GBP	7.59
		TotalEnergies	61.720	8/12/24	0.60	43.005		38.400	4.605	11.99	EUR	7.56
		Vivendi	9.488	8/12/24	0.40	20.022		16.916	3.106	18.36	EUR	6.89
	L	Alphabet A	162.290	8/12/24	-0.84	14.479		11.933	2.546	21.34	USD	6.72
		Samsung Electronics	75,500.000	8/12/24	1.07	17,760.000		15,340.000	2,420.000	15.78	KRW	6.70
		BP	439.600	8/12/24	1.35	474.800		398.950	75.850	19.01	GBP	6.64
		Citigroup	57.840	8/12/24		45.300		41.100	4.200	10.22	USD	6.25
	S	Bristol-Myers	47.060	8/12/24	0.73	27.400		25.260	2.140	8.47	USD	6.13
	L	ABB	45.510	8/12/24	0.55	22.140		19.240	2.900	15.07	CHF	5.61
		⇓instrument	freshest		⇓ Δday	4/11/11	⇓ Δwk	7/12/10	prc diff	⇓ Δ39	Curr	∅-RS
	L	Münchener Rück	439.200	8/12/24	1.01	115.150		105.800	9.350	8.84	EUR	5.15
	L	Goldman Sachs	485.500	8/12/24	-0.97	161.470		137.250	24.220	17.65	USD	4.89
	S	Diageo	2,451.500	8/12/24	1.03	1,192.000		1,099.000	93.000	8.46	GBP	4.78
		Telefónica	4.032	8/12/24	0.12	18.150		16.155	1.995	12.35	EUR	4.47
		Sanofi	95.670	8/12/24	-0.60	51.270		48.100	3.170	6.59	EUR	4.29
	S	McDonald´s	269.460	8/12/24	0.58	76.250		69.940	6.310	9.02	USD	3.79
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	40.805		41.420	-0.615	-1.48	USD	3.49
		UBS	24.850	8/12/24	0.44	17.010		15.230	1.780	11.69	CHF	2.24
	S	Engie	15.335	8/12/24	0.49	27.335		25.095	2.240	8.93	EUR	2.04
		PepsiCo	171.420	8/12/24	-0.56	66.040		63.740	2.300	3.61	USD	1.94
		L´Oreal	376.650	8/12/24	-1.59	83.560		82.090	1.470	1.79	EUR	1.90
		Barclays	220.100	8/12/24	0.85	282.065		277.077	4.988	1.80	GBP	1.86
		Seven & i	1,672.500	8/09/24	-0.54	705.330		679.330	26.000	3.83	JPY	1.33
		GSK	1,572.000	8/12/24	0.42	1,234.010		1,163.500	70.510	6.06	GBP	1.25
	L	Morgan Stanley	94.840	8/12/24	0.13	26.910		24.560	2.350	9.57	USD	0.36
		Banco Bilbao Viz	8.924	8/12/24	0.27	8.643		8.983	-0.340	-3.78	EUR	0.18
	L	Walmart	68.700	8/12/24	1.10	17.607		16.707	0.900	5.39	USD	0.01
		Toyota	2,447.500	8/09/24	-0.14	651.000		639.000	12.000	1.88	JPY	-0.06
	L	Nestlé	88.640	8/12/24	-0.40	52.900		52.500	0.400	0.76	CHF	-0.15
	L	Unilever	55.100	8/12/24	-0.36	22.230		22.895	-0.665	-2.90	EUR	-0.21
	L	HSBC	643.900	8/12/24	0.22	660.000		632.400	27.600	4.36	GBP	-0.25
	L	Procter & Gamble	166.810	8/12/24	-2.19	62.190		62.090	0.100	0.16	USD	-0.27
		Nike	74.640	8/12/24	0.40	19.533		17.453	2.080	11.92	USD	-0.29
	S	Orange	10.115	8/12/24	-0.25	15.870		14.860	1.010	6.80	EUR	-0.59
	L	Ericsson	71.080	8/12/24	1.14	77.100		84.250	-7.150	-8.49	SEK	-1.30
		⇓instrument	freshest		⇓ Δday	4/11/11	⇓ Δwk	7/12/10	prc diff	⇓ Δ39	Curr	∅-RS
		Microsoft	406.810	8/12/24	0.19	25.980		24.830	1.150	4.63	USD	-1.34
		Standard Chartered	722.000	8/12/24	0.92	1,678.500		1,663.810	14.690	0.88	GBP	-1.80
		Deutsche Bank	13.308	8/12/24	0.14	36.281		38.061	-1.780	-4.68	EUR	-2.03
	S	Johnson & Johnson	159.880	8/12/24	-0.46	59.860		60.210	-0.350	-0.58	USD	-2.18
	S	Kimberly-Clark	34.140	8/12/24	-1.01	24.190		24.720	-0.530	-2.14	MXN	-2.57
	S	Intel	19.360	8/12/24	-1.78	20.120		20.570	-0.450	-2.19	USD	-2.86
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,966.500		3,236.500	-270.000	-8.34	GBP	-3.05
		Banco Santander	4.089	8/12/24	-0.24	8.447		9.688	-1.241	-12.81	EUR	-3.14
		E.on	12.325	8/12/24	0.78	20.527		20.846	-0.318	-1.53	EUR	-3.18
	S	Nissan Motor	410.200	8/09/24	-0.56	708.000		643.000	65.000	10.11	JPY	-3.46
		Merck (MSD)	113.480	8/12/24	-0.93	33.590		36.090	-2.500	-6.93	USD	-3.52
		Honda Motor	1,420.000	8/09/24	-0.14	969.330		892.000	77.330	8.67	JPY	-3.54
		Canon	4,525.000	8/09/24	1.64	3,632.000		3,526.000	106.000	3.01	JPY	-5.60
	S	Sony	12,325.000	8/09/24	0.28	2,591.000		2,507.000	84.000	3.35	JPY	-5.99
	L	Novartis	96.740	8/12/24	0.16	42.000		43.710	-1.710	-3.91	CHF	-6.45
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.310		10.050	-0.740	-7.36	AUD	-6.48
	L	HP	33.780	8/12/24	0.72	18.642		20.745	-2.103	-10.14	USD	-7.02
	L	Philips	26.060	8/12/24	-0.91	21.790		25.345	-3.555	-14.03	EUR	-7.46
		Carrefour	13.730	8/12/24	-0.36	31.720		34.635	-2.915	-8.42	EUR	-9.89
		Panasonic	1,058.500	8/09/24	1.34	1,039.000		1,165.000	-126.000	-10.82	JPY	-9.98
	L	RWE	32.360	8/12/24	1.70	47.076		54.776	-7.700	-14.06	EUR	-10.19
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 4/11/11 / 7/12/10 - 76 did rise, Market-Ratio(39) = 80.00 %

Technical Chart

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

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

Transactions SP Global 100 * 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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