Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 6/27/11 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/27/11	⇓ Δwk	9/27/10	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,244.960					USD	-na-
	S	Volkswagen	93.500	8/12/24	-0.47	136.200		91.080	45.120	49.54	EUR	30.82
	S	BASF	41.280	8/12/24	-0.22	63.680		46.595	17.085	36.67	EUR	17.44
		Caterpillar	336.030	8/12/24	-0.66	100.800		79.540	21.260	26.73	USD	16.91
		IBM	189.480	8/12/24	-1.03	167.620		134.650	32.970	24.49	USD	14.09
	L	Ericsson	71.080	8/12/24	1.14	90.300		74.350	15.950	21.45	SEK	13.86
	L	Fox A	38.830	8/12/24	-1.27	16.920		13.591	3.329	24.49	USD	13.57
	L	Pfizer	28.450	8/12/24	-0.35	20.170		17.170	3.000	17.47	USD	13.05
		Marsh & McLennan	217.350	8/12/24	-1.23	29.940		24.160	5.780	23.92	USD	12.75
	L	Philip Morris	116.090	8/12/24	0.07	65.920		55.460	10.460	18.86	USD	12.44
		Chevron	145.020	8/12/24	0.02	98.900		80.080	18.820	23.50	USD	11.77
	S	Nissan Motor	410.200	8/09/24	-0.56	831.000		716.000	115.000	16.06	JPY	11.37
		Bridgestone	5,582.000	8/09/24	-1.33	1,769.000		1,545.000	224.000	14.50	JPY	11.36
	L	Raytheon Tech	116.600	8/12/24	0.39	53.700		44.626	9.075	20.34	USD	10.63
		Saint-Gobain	73.560	8/12/24	-0.41	41.450		32.945	8.505	25.82	EUR	10.33
		Exxon Mobil	119.000	8/12/24	0.13	77.920		61.710	16.210	26.27	USD	8.94
	S	Diageo	2,451.500	8/12/24	1.03	1,270.000		1,100.000	170.000	15.45	GBP	8.76
	S	McDonald´s	269.460	8/12/24	0.58	82.320		74.760	7.560	10.11	USD	8.73
		Siemens	157.200	8/12/24	0.01	90.035		75.528	14.507	19.21	EUR	8.20
	L	Apple	217.530	8/12/24	0.71	11.859		10.399	1.460	14.04	USD	7.98
		Rio Tinto	4,942.000	8/12/24	0.56	4,268.000		3,703.500	564.500	15.24	GBP	7.84
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	42.705		39.465	3.240	8.21	USD	7.53
	S	Bristol-Myers	47.060	8/12/24	0.73	28.470		27.600	0.870	3.15	USD	7.15
	S	LVMH	635.100	8/12/24	-0.14	116.750		104.100	12.650	12.15	EUR	6.92
		Repsol	12.765	8/12/24	0.67	22.105		19.240	2.865	14.89	EUR	6.62
		⇓instrument	freshest		⇓ Δday	6/27/11	⇓ Δwk	9/27/10	prc diff	⇓ Δ39	Curr	∅-RS
		Sanofi	95.670	8/12/24	-0.60	52.780		50.010	2.770	5.54	EUR	6.58
		Prudential	635.400	8/12/24	0.41	687.500		615.500	72.000	11.70	GBP	6.55
		Axa	32.350	8/12/24	-0.77	14.615		12.800	1.815	14.18	EUR	6.17
	L	Coca-Cola	68.170	8/12/24	-0.74	32.605		29.300	3.305	11.28	USD	5.97
	S	National Grid	978.400	8/12/24	-0.04	595.500		543.000	52.500	9.67	GBP	5.78
	S	Johnson & Johnson	159.880	8/12/24	-0.46	65.250		62.030	3.220	5.19	USD	5.68
		Schneider Electric	211.250	8/12/24	0.38	54.875		45.875	9.000	19.62	EUR	5.48
		PepsiCo	171.420	8/12/24	-0.56	69.050		66.370	2.680	4.04	USD	5.18
		GSK	1,572.000	8/12/24	0.42	1,296.970		1,281.860	15.110	1.18	GBP	4.88
	L	Texas Instruments	192.060	8/12/24	-0.08	31.740		26.680	5.060	18.97	USD	4.82
	L	3M	123.360	8/12/24	-0.65	92.250		86.190	6.060	7.03	USD	4.79
		L´Oreal	376.650	8/12/24	-1.59	86.890		82.850	4.040	4.88	EUR	4.08
		General Electric	166.870	8/12/24	-0.16	146.240		131.440	14.800	11.26	USD	3.85
		BHP	2,094.000	8/12/24	-0.14	2,313.000		2,010.000	303.000	15.07	GBP	3.46
		Aviva	484.200	8/12/24	0.35	419.900		398.700	21.200	5.32	GBP	3.29
	S	Mercedes-Benz	57.480	8/12/24	-0.57	49.240		46.410	2.830	6.10	EUR	3.26
	S	Intel	19.360	8/12/24	-1.78	21.340		19.235	2.105	10.94	USD	3.16
	L	Deutsche Telekom	24.730	8/12/24	0.49	10.460		10.135	0.325	3.21	EUR	2.62
		Seven & i	1,672.500	8/09/24	-0.54	702.670		654.670	48.000	7.33	JPY	2.44
	S	Kimberly-Clark	34.140	8/12/24	-1.01	25.300		26.500	-1.200	-4.53	MXN	2.11
		Nike	74.640	8/12/24	0.40	20.405		19.778	0.628	3.17	USD	2.00
	L	Unilever	55.100	8/12/24	-0.36	22.590		21.980	0.610	2.78	EUR	1.73
	L	Bayer	25.960	8/12/24	-0.04	53.700		51.970	1.730	3.33	EUR	0.84
		Samsung Electronics	75,500.000	8/12/24	1.07	17,100.000		15,440.000	1,660.000	10.75	KRW	0.65
		Shell	33.025	8/12/24	0.93	23.820		22.460	1.360	6.06	EUR	0.50
		⇓instrument	freshest		⇓ Δday	6/27/11	⇓ Δwk	9/27/10	prc diff	⇓ Δ39	Curr	∅-RS
	L	Anglo American	2,232.500	8/12/24	0.29	2,882.500		2,531.000	351.500	13.89	GBP	0.40
		BP	439.600	8/12/24	1.35	440.000		403.900	36.100	8.94	GBP	0.31
		Allianz	255.900	8/12/24		91.880		84.280	7.600	9.02	EUR	-0.07
	L	Procter & Gamble	166.810	8/12/24	-2.19	62.820		61.040	1.780	2.92	USD	-0.22
		ING Groep	15.232	8/12/24	0.21	7.847		7.811	0.036	0.46	EUR	-0.43
		Toyota	2,447.500	8/09/24	-0.14	637.000		622.000	15.000	2.41	JPY	-0.88
		Honda Motor	1,420.000	8/09/24	-0.14	1,001.000		995.670	5.330	0.54	JPY	-0.90
	L	Vodafone	74.440	8/12/24	0.87	163.800		159.050	4.750	2.99	GBP	-1.02
		Merck (MSD)	113.480	8/12/24	-0.93	34.530		37.130	-2.600	-7.00	USD	-1.56
	L	Walmart	68.700	8/12/24	1.10	17.430		17.827	-0.397	-2.23	USD	-1.64
		Microsoft	406.810	8/12/24	0.19	25.200		24.732	0.468	1.89	USD	-1.95
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,026.000		3,280.000	-254.000	-7.74	GBP	-2.17
	L	ABB	45.510	8/12/24	0.55	20.780		20.750	0.030	0.14	CHF	-2.19
	L	Nestlé	88.640	8/12/24	-0.40	51.750		52.800	-1.050	-1.99	CHF	-2.72
		Canon	4,525.000	8/09/24	1.64	3,680.000		3,964.000	-284.000	-7.16	JPY	-2.91
		JP Morgan Chase	206.190	8/12/24	0.19	39.880		39.080	0.800	2.05	USD	-3.85
		TotalEnergies	61.720	8/12/24	0.60	38.130		38.000	0.130	0.34	EUR	-4.68
	S	Ford Motor	9.860	8/12/24	-2.38	13.460		12.480	0.980	7.85	USD	-4.93
		Vivendi	9.488	8/12/24	0.40	17.903		19.320	-1.417	-7.33	EUR	-5.58
		Citigroup	57.840	8/12/24		39.990		38.700	1.290	3.33	USD	-6.46
	L	Novartis	96.740	8/12/24	0.16	41.460		47.250	-5.790	-12.25	CHF	-6.81
	L	Münchener Rück	439.200	8/12/24	1.01	101.400		103.000	-1.600	-1.55	EUR	-7.36
		Telefónica	4.032	8/12/24	0.12	16.210		18.315	-2.105	-11.49	EUR	-7.44
	L	HSBC	643.900	8/12/24	0.22	606.200		660.900	-54.700	-8.28	GBP	-7.76
		UnibailRodaWestfield	5.550	8/12/24	0.73	8.950		10.020	-1.070	-10.68	AUD	-8.26
		⇓instrument	freshest		⇓ Δday	6/27/11	⇓ Δwk	9/27/10	prc diff	⇓ Δ39	Curr	∅-RS
		Deutsche Bank	13.308	8/12/24	0.14	33.131		35.029	-1.898	-5.42	EUR	-8.27
		Swiss Re	104.000	8/12/24	0.10	45.000		43.700	1.300	2.97	CHF	-8.42
		Aegon	5.562	8/12/24	0.22	4.357		4.491	-0.134	-2.98	EUR	-8.90
		Standard Chartered	722.000	8/12/24	0.92	1,540.000		1,840.590	-300.590	-16.33	GBP	-9.32
	S	Orange	10.115	8/12/24	-0.25	14.205		16.125	-1.920	-11.91	EUR	-10.25
	S	Engie	15.335	8/12/24	0.49	23.915		26.190	-2.275	-8.69	EUR	-10.39
	L	Alphabet A	162.290	8/12/24	-0.84	12.107		13.301	-1.194	-8.98	USD	-11.32
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.465		9.566	-2.101	-21.96	EUR	-11.59
		Societe Generale	20.520	8/12/24	0.44	37.670		45.045	-7.375	-16.37	EUR	-11.82
		Banco Santander	4.089	8/12/24	-0.24	7.398		9.184	-1.786	-19.45	EUR	-13.01
		UBS	24.850	8/12/24	0.44	14.430		17.460	-3.030	-17.35	CHF	-13.29
	L	Morgan Stanley	94.840	8/12/24	0.13	22.540		24.870	-2.330	-9.37	USD	-13.72
		Panasonic	1,058.500	8/09/24	1.34	933.000		1,148.000	-215.000	-18.73	JPY	-14.20
		E.on	12.325	8/12/24	0.78	17.209		19.773	-2.564	-12.97	EUR	-14.83
	L	Goldman Sachs	485.500	8/12/24	-0.97	130.710		146.000	-15.290	-10.47	USD	-14.84
	L	HP	33.780	8/12/24	0.72	15.886		18.738	-2.852	-15.22	USD	-16.45
		Barclays	220.100	8/12/24	0.85	219.435		287.053	-67.618	-23.56	GBP	-18.19
	S	Sony	12,325.000	8/09/24	0.28	2,028.000		2,619.000	-591.000	-22.57	JPY	-21.83
		Carrefour	13.730	8/12/24	-0.36	26.450		40.165	-13.715	-34.15	EUR	-22.08
	L	RWE	32.360	8/12/24	1.70	36.938		50.061	-13.123	-26.21	EUR	-23.64
	L	Philips	26.060	8/12/24	-0.91	16.900		22.860	-5.960	-26.07	EUR	-24.14
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 6/27/11 / 9/27/10 - 63 did rise, Market-Ratio(39) = 66.32 %

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