Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 7/11/11 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/11/11	⇓ Δwk	10/11/10	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,273.930					USD	-na-
	S	Volkswagen	93.500	8/12/24	-0.47	144.050		90.550	53.500	59.08	EUR	34.69
		Caterpillar	336.030	8/12/24	-0.66	108.160		79.980	28.180	35.23	USD	22.72
		Bridgestone	5,582.000	8/09/24	-1.33	1,955.000		1,469.000	486.000	33.08	JPY	21.89
	S	BASF	41.280	8/12/24	-0.22	66.950		48.600	18.350	37.76	EUR	21.71
		IBM	189.480	8/12/24	-1.03	174.990		139.660	35.330	25.30	USD	17.70
		Chevron	145.020	8/12/24	0.02	104.410		83.710	20.700	24.73	USD	16.10
	L	Philip Morris	116.090	8/12/24	0.07	68.680		56.420	12.260	21.73	USD	15.44
	S	Nissan Motor	410.200	8/09/24	-0.56	867.000		728.000	139.000	19.09	JPY	14.75
	L	Raytheon Tech	116.600	8/12/24	0.39	56.092		45.897	10.195	22.21	USD	14.27
	L	Apple	217.530	8/12/24	0.71	12.643		10.549	2.094	19.85	USD	13.84
		Marsh & McLennan	217.350	8/12/24	-1.23	30.490		23.870	6.620	27.73	USD	13.50
		Nike	74.640	8/12/24	0.40	22.858		20.495	2.363	11.53	USD	13.22
		Exxon Mobil	119.000	8/12/24	0.13	81.900		64.550	17.350	26.88	USD	13.02
	L	Ericsson	71.080	8/12/24	1.14	89.750		71.600	18.150	25.35	SEK	12.79
	S	LVMH	635.100	8/12/24	-0.14	124.400		110.400	14.000	12.68	EUR	12.50
		Saint-Gobain	73.560	8/12/24	-0.41	42.565		34.005	8.560	25.17	EUR	11.87
	S	McDonald´s	269.460	8/12/24	0.58	85.350		75.590	9.760	12.91	USD	11.72
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	44.150		37.425	6.725	17.97	USD	10.79
	L	Pfizer	28.450	8/12/24	-0.35	20.040		17.380	2.660	15.30	USD	10.74
		Rio Tinto	4,942.000	8/12/24	0.56	4,450.000		3,892.500	557.500	14.32	GBP	10.73
	S	Intel	19.360	8/12/24	-1.78	22.850		19.560	3.290	16.82	USD	10.06
		GSK	1,572.000	8/12/24	0.42	1,367.490		1,308.050	59.440	4.54	GBP	9.88
		Sanofi	95.670	8/12/24	-0.60	54.570		49.435	5.135	10.39	EUR	9.71
	S	Diageo	2,451.500	8/12/24	1.03	1,291.000		1,113.000	178.000	15.99	GBP	9.69
		⇓instrument	freshest		⇓ Δday	7/11/11	⇓ Δwk	10/11/10	prc diff	⇓ Δ39	Curr	∅-RS
	L	Coca-Cola	68.170	8/12/24	-0.74	34.050		29.780	4.270	14.34	USD	9.43
	L	3M	123.360	8/12/24	-0.65	96.560		88.250	8.310	9.42	USD	8.90
		Seven & i	1,672.500	8/09/24	-0.54	747.670		652.670	95.000	14.56	JPY	8.81
		Prudential	635.400	8/12/24	0.41	710.500		628.500	82.000	13.05	GBP	8.63
	S	Johnson & Johnson	159.880	8/12/24	-0.46	67.270		63.300	3.970	6.27	USD	8.48
	S	Bristol-Myers	47.060	8/12/24	0.73	28.890		27.360	1.530	5.59	USD	8.21
	S	National Grid	978.400	8/12/24	-0.04	611.500		570.000	41.500	7.28	GBP	7.76
		BHP	2,094.000	8/12/24	-0.14	2,437.000		2,149.000	288.000	13.40	GBP	7.65
		Siemens	157.200	8/12/24	0.01	90.384		74.985	15.399	20.54	EUR	7.61
		Shell	33.025	8/12/24	0.93	25.465		22.600	2.865	12.68	EUR	6.73
		Honda Motor	1,420.000	8/09/24	-0.14	1,085.670		999.330	86.340	8.64	JPY	6.64
		Toyota	2,447.500	8/09/24	-0.14	684.000		587.000	97.000	16.52	JPY	6.16
	S	Mercedes-Benz	57.480	8/12/24	-0.57	51.000		45.925	5.075	11.05	EUR	6.09
	L	Texas Instruments	192.060	8/12/24	-0.08	32.440		28.770	3.670	12.76	USD	5.73
		L´Oreal	376.650	8/12/24	-1.59	88.540		81.660	6.880	8.43	EUR	5.67
		Repsol	12.765	8/12/24	0.67	22.130		20.090	2.040	10.15	EUR	5.41
		PepsiCo	171.420	8/12/24	-0.56	69.300		65.520	3.780	5.77	USD	5.09
	L	Anglo American	2,232.500	8/12/24	0.29	3,040.000		2,732.500	307.500	11.25	GBP	4.88
		General Electric	166.870	8/12/24	-0.16	149.040		135.680	13.360	9.85	USD	4.72
	L	Bayer	25.960	8/12/24	-0.04	56.090		53.950	2.140	3.97	EUR	4.56
	L	Unilever	55.100	8/12/24	-0.36	23.185		21.250	1.935	9.11	EUR	4.33
		Microsoft	406.810	8/12/24	0.19	26.630		24.590	2.040	8.30	USD	3.36
		BP	439.600	8/12/24	1.35	459.100		432.350	26.750	6.19	GBP	3.06
		Axa	32.350	8/12/24	-0.77	14.240		13.540	0.700	5.17	EUR	2.78
		Schneider Electric	211.250	8/12/24	0.38	54.075		48.165	5.910	12.27	EUR	2.64
		⇓instrument	freshest		⇓ Δday	7/11/11	⇓ Δwk	10/11/10	prc diff	⇓ Δ39	Curr	∅-RS
	L	Procter & Gamble	166.810	8/12/24	-2.19	64.720		62.140	2.580	4.15	USD	2.56
	L	Fox A	38.830	8/12/24	-1.27	15.480		13.830	1.650	11.93	USD	2.51
		Aviva	484.200	8/12/24	0.35	419.100		399.500	19.600	4.91	GBP	1.85
		Canon	4,525.000	8/09/24	1.64	3,875.000		3,883.000	-8.000	-0.21	JPY	1.83
		Merck (MSD)	113.480	8/12/24	-0.93	35.680		36.860	-1.180	-3.20	USD	1.75
	L	Deutsche Telekom	24.730	8/12/24	0.49	10.375		9.955	0.420	4.22	EUR	1.48
	S	Kimberly-Clark	34.140	8/12/24	-1.01	25.120		26.530	-1.410	-5.31	MXN	1.35
	L	Walmart	68.700	8/12/24	1.10	17.957		18.203	-0.247	-1.35	USD	1.03
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,113.500		3,294.500	-181.000	-5.49	GBP	0.55
	L	ABB	45.510	8/12/24	0.55	21.300		21.250	0.050	0.24	CHF	-0.19
		Allianz	255.900	8/12/24		91.360		84.450	6.910	8.18	EUR	-1.23
	L	Vodafone	74.440	8/12/24	0.87	164.000		162.550	1.450	0.89	GBP	-1.53
		TotalEnergies	61.720	8/12/24	0.60	39.330		38.405	0.925	2.41	EUR	-1.88
	L	Nestlé	88.640	8/12/24	-0.40	52.200		52.400	-0.200	-0.38	CHF	-1.92
		ING Groep	15.232	8/12/24	0.21	7.785		7.817	-0.032	-0.41	EUR	-2.34
		Samsung Electronics	75,500.000	8/12/24	1.07	16,640.000		15,020.000	1,620.000	10.79	KRW	-2.48
	L	Novartis	96.740	8/12/24	0.16	42.920		47.170	-4.250	-9.01	CHF	-3.43
	L	Alphabet A	162.290	8/12/24	-0.84	13.223		13.513	-0.290	-2.15	USD	-3.61
		Standard Chartered	722.000	8/12/24	0.92	1,627.500		1,801.570	-174.070	-9.66	GBP	-4.17
		JP Morgan Chase	206.190	8/12/24	0.19	39.430		39.730	-0.300	-0.76	USD	-5.24
	L	HSBC	643.900	8/12/24	0.22	615.500		661.900	-46.400	-7.01	GBP	-6.34
		Swiss Re	104.000	8/12/24	0.10	46.080		45.980	0.100	0.22	CHF	-6.36
	L	Münchener Rück	439.200	8/12/24	1.01	101.800		103.650	-1.850	-1.78	EUR	-7.00
		Citigroup	57.840	8/12/24		39.790		41.800	-2.010	-4.81	USD	-7.15
	S	Ford Motor	9.860	8/12/24	-2.38	13.320		13.780	-0.460	-3.34	USD	-7.18
		⇓instrument	freshest		⇓ Δday	7/11/11	⇓ Δwk	10/11/10	prc diff	⇓ Δ39	Curr	∅-RS
		UnibailRodaWestfield	5.550	8/12/24	0.73	8.980		9.970	-0.990	-9.93	AUD	-7.57
		Panasonic	1,058.500	8/09/24	1.34	998.000		1,157.000	-159.000	-13.74	JPY	-7.66
		Aegon	5.562	8/12/24	0.22	4.388		4.531	-0.143	-3.16	EUR	-8.32
		Deutsche Bank	13.308	8/12/24	0.14	32.769		34.425	-1.656	-4.81	EUR	-9.09
		Telefónica	4.032	8/12/24	0.12	15.760		18.940	-3.180	-16.79	EUR	-10.25
	S	Engie	15.335	8/12/24	0.49	23.695		27.185	-3.490	-12.84	EUR	-11.35
	S	Orange	10.115	8/12/24	-0.25	13.990		16.075	-2.085	-12.97	EUR	-11.57
		Vivendi	9.488	8/12/24	0.40	16.824		19.669	-2.845	-14.46	EUR	-11.66
	S	Sony	12,325.000	8/09/24	0.28	2,230.000		2,629.000	-399.000	-15.18	JPY	-13.59
	L	Goldman Sachs	485.500	8/12/24	-0.97	132.020		152.200	-20.180	-13.26	USD	-13.94
		E.on	12.325	8/12/24	0.78	17.264		19.541	-2.277	-11.65	EUR	-14.03
		UBS	24.850	8/12/24	0.44	14.270		17.000	-2.730	-16.06	CHF	-14.36
	L	HP	33.780	8/12/24	0.72	16.026		18.710	-2.684	-14.35	USD	-14.95
		Banco Santander	4.089	8/12/24	-0.24	7.178		9.182	-2.004	-21.83	EUR	-15.17
		Societe Generale	20.520	8/12/24	0.44	36.330		42.670	-6.340	-14.86	EUR	-15.49
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.088		9.187	-2.099	-22.85	EUR	-15.85
	L	Morgan Stanley	94.840	8/12/24	0.13	21.580		25.150	-3.570	-14.19	USD	-17.26
		Barclays	220.100	8/12/24	0.85	216.110		275.553	-59.443	-21.57	GBP	-19.14
	L	Philips	26.060	8/12/24	-0.91	17.300		23.240	-5.940	-25.56	EUR	-21.17
	L	RWE	32.360	8/12/24	1.70	36.230		48.870	-12.640	-25.86	EUR	-24.01
		Carrefour	13.730	8/12/24	-0.36	22.595		38.935	-16.340	-41.97	EUR	-32.82
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 7/11/11 / 10/11/10 - 59 did rise, Market-Ratio(39) = 62.11 %

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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