Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 9/19/11 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	9/19/11	⇓ Δwk	12/20/10	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,095.930		1,222.630	-126.700	-10.36	USD	-na-
	L	Apple	217.530	8/12/24	0.71	14.701		11.507	3.194	27.75	USD	22.32
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	46.660		40.220	6.440	16.01	USD	14.71
	S	Bristol-Myers	47.060	8/12/24	0.73	30.720		26.510	4.210	15.88	USD	12.97
	S	McDonald´s	269.460	8/12/24	0.58	88.810		76.920	11.890	15.46	USD	12.28
		IBM	189.480	8/12/24	-1.03	173.130		144.510	28.620	19.80	USD	9.96
	L	Coca-Cola	68.170	8/12/24	-0.74	35.245		32.655	2.590	7.93	USD	8.76
	L	Philip Morris	116.090	8/12/24	0.07	67.910		59.570	8.340	14.00	USD	7.96
		Nike	74.640	8/12/24	0.40	22.550		22.568	-0.017	-0.08	USD	7.79
	L	Fox A	38.830	8/12/24	-1.27	16.890		14.430	2.460	17.05	USD	7.69
	S	National Grid	978.400	8/12/24	-0.04	626.000		563.000	63.000	11.19	GBP	7.46
		Bridgestone	5,582.000	8/09/24	-1.33	1,768.000		1,647.000	121.000	7.35	JPY	6.92
		Microsoft	406.810	8/12/24	0.19	27.210		27.810	-0.600	-2.16	USD	4.81
	S	Intel	19.360	8/12/24	-1.78	21.930		21.230	0.700	3.30	USD	4.35
		GSK	1,572.000	8/12/24	0.42	1,314.600		1,272.290	42.310	3.33	GBP	3.97
		Chevron	145.020	8/12/24	0.02	98.710		88.800	9.910	11.16	USD	3.80
		Seven & i	1,672.500	8/09/24	-0.54	708.000		709.670	-1.670	-0.24	JPY	2.23
	S	Johnson & Johnson	159.880	8/12/24	-0.46	64.140		62.490	1.650	2.64	USD	1.55
		Marsh & McLennan	217.350	8/12/24	-1.23	28.190		27.180	1.010	3.72	USD	0.79
	S	Diageo	2,451.500	8/12/24	1.03	1,208.000		1,196.000	12.000	1.00	GBP	0.79
	L	Procter & Gamble	166.810	8/12/24	-2.19	63.810		64.970	-1.160	-1.79	USD	0.63
	L	Unilever	55.100	8/12/24	-0.36	22.475		23.640	-1.165	-4.93	EUR	0.39
	L	Walmart	68.700	8/12/24	1.10	17.483		17.923	-0.440	-2.45	USD	-2.04
	S	Kimberly-Clark	34.140	8/12/24	-1.01	23.810		25.340	-1.530	-6.04	MXN	-2.67
		Shell	33.025	8/12/24	0.93	23.620		24.455	-0.835	-3.41	EUR	-2.73
		⇓instrument	freshest		⇓ Δday	9/19/11	⇓ Δwk	12/20/10	prc diff	⇓ Δ39	Curr	∅-RS
	L	Alphabet A	162.290	8/12/24	-0.84	13.709		14.923	-1.213	-8.13	USD	-3.04
		Exxon Mobil	119.000	8/12/24	0.13	73.700		72.220	1.480	2.05	USD	-3.12
	S	LVMH	635.100	8/12/24	-0.14	111.400		123.400	-12.000	-9.72	EUR	-3.56
	L	Pfizer	28.450	8/12/24	-0.35	18.060		17.170	0.890	5.18	USD	-3.61
	L	Vodafone	74.440	8/12/24	0.87	161.150		170.250	-9.100	-5.35	GBP	-4.45
	L	Raytheon Tech	116.600	8/12/24	0.39	47.546		49.654	-2.108	-4.25	USD	-5.22
		Sanofi	95.670	8/12/24	-0.60	47.510		48.895	-1.385	-2.83	EUR	-6.05
	L	Novartis	96.740	8/12/24	0.16	40.600		47.040	-6.440	-13.69	CHF	-6.18
		Merck (MSD)	113.480	8/12/24	-0.93	32.250		36.500	-4.250	-11.64	USD	-6.73
	S	Volkswagen	93.500	8/12/24	-0.47	108.900		126.200	-17.300	-13.71	EUR	-6.86
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,797.500		2,937.500	-140.000	-4.77	GBP	-7.34
	L	Nestlé	88.640	8/12/24	-0.40	48.630		55.650	-7.020	-12.61	CHF	-7.46
		PepsiCo	171.420	8/12/24	-0.56	60.560		66.310	-5.750	-8.67	USD	-7.93
		BP	439.600	8/12/24	1.35	407.400		469.100	-61.700	-13.15	GBP	-9.07
		Repsol	12.765	8/12/24	0.67	19.340		21.140	-1.800	-8.51	EUR	-9.44
		Caterpillar	336.030	8/12/24	-0.66	84.600		93.300	-8.700	-9.32	USD	-10.21
		General Electric	166.870	8/12/24	-0.16	129.440		141.600	-12.160	-8.59	USD	-10.39
		Samsung Electronics	75,500.000	8/12/24	1.07	15,160.000		18,720.000	-3,560.000	-19.02	KRW	-10.76
	L	3M	123.360	8/12/24	-0.65	79.210		87.340	-8.130	-9.31	USD	-10.83
	S	Nissan Motor	410.200	8/09/24	-0.56	691.000		781.000	-90.000	-11.52	JPY	-10.87
		Canon	4,525.000	8/09/24	1.64	3,388.000		4,153.000	-765.000	-18.42	JPY	-11.31
	L	Texas Instruments	192.060	8/12/24	-0.08	27.700		32.330	-4.630	-14.32	USD	-12.15
		Prudential	635.400	8/12/24	0.41	586.500		671.500	-85.000	-12.66	GBP	-12.37
		L´Oreal	376.650	8/12/24	-1.59	72.980		86.270	-13.290	-15.41	EUR	-12.61
		Toyota	2,447.500	8/09/24	-0.14	542.000		652.000	-110.000	-16.87	JPY	-15.28
		⇓instrument	freshest		⇓ Δday	9/19/11	⇓ Δwk	12/20/10	prc diff	⇓ Δ39	Curr	∅-RS
		Rio Tinto	4,942.000	8/12/24	0.56	3,505.000		4,422.000	-917.000	-20.74	GBP	-15.47
		BHP	2,094.000	8/12/24	-0.14	1,935.000		2,512.000	-577.000	-22.97	GBP	-16.09
		UnibailRodaWestfield	5.550	8/12/24	0.73	7.760		9.890	-2.130	-21.54	AUD	-16.62
	L	Ericsson	71.080	8/12/24	1.14	65.400		77.250	-11.850	-15.34	SEK	-16.93
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.325		9.670	-1.345	-13.91	EUR	-17.27
	L	Anglo American	2,232.500	8/12/24	0.29	2,407.000		3,141.500	-734.500	-23.38	GBP	-17.83
		TotalEnergies	61.720	8/12/24	0.60	32.155		39.955	-7.800	-19.52	EUR	-18.01
		Standard Chartered	722.000	8/12/24	0.92	1,337.000		1,752.500	-415.500	-23.71	GBP	-18.36
		Swiss Re	104.000	8/12/24	0.10	39.200		50.250	-11.050	-21.99	CHF	-18.59
		Telefónica	4.032	8/12/24	0.12	13.770		17.145	-3.375	-19.69	EUR	-18.63
	S	BASF	41.280	8/12/24	-0.22	46.475		61.050	-14.575	-23.87	EUR	-18.98
	L	HSBC	643.900	8/12/24	0.22	511.200		656.800	-145.600	-22.17	GBP	-19.41
		Vivendi	9.488	8/12/24	0.40	14.835		20.167	-5.332	-26.44	EUR	-19.92
		Honda Motor	1,420.000	8/09/24	-0.14	811.670		1,106.330	-294.660	-26.63	JPY	-19.93
	S	Engie	15.335	8/12/24	0.49	20.560		27.765	-7.205	-25.95	EUR	-19.97
		JP Morgan Chase	206.190	8/12/24	0.19	32.490		39.950	-7.460	-18.67	USD	-20.92
		Siemens	157.200	8/12/24	0.01	66.572		91.461	-24.889	-27.21	EUR	-21.11
	L	Münchener Rück	439.200	8/12/24	1.01	82.940		113.300	-30.360	-26.80	EUR	-22.16
	S	Orange	10.115	8/12/24	-0.25	11.800		15.935	-4.135	-25.95	EUR	-22.43
	L	ABB	45.510	8/12/24	0.55	15.920		20.990	-5.070	-24.15	CHF	-22.75
		Saint-Gobain	73.560	8/12/24	-0.41	29.790		39.315	-9.525	-24.23	EUR	-23.43
		Panasonic	1,058.500	8/09/24	1.34	776.000		1,152.000	-376.000	-32.64	JPY	-23.98
		Schneider Electric	211.250	8/12/24	0.38	40.245		58.100	-17.855	-30.73	EUR	-24.35
		Aviva	484.200	8/12/24	0.35	302.400		390.000	-87.600	-22.46	GBP	-25.42
	S	Ford Motor	9.860	8/12/24	-2.38	10.540		16.850	-6.310	-37.45	USD	-25.46
		⇓instrument	freshest		⇓ Δday	9/19/11	⇓ Δwk	12/20/10	prc diff	⇓ Δ39	Curr	∅-RS
		E.on	12.325	8/12/24	0.78	13.791		20.491	-6.700	-32.70	EUR	-25.88
	S	Mercedes-Benz	57.480	8/12/24	-0.57	35.400		53.880	-18.480	-34.30	EUR	-25.95
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.679		7.575	-1.896	-25.03	EUR	-26.79
		Banco Santander	4.089	8/12/24	-0.24	5.671		7.889	-2.218	-28.12	EUR	-27.05
	L	Goldman Sachs	485.500	8/12/24	-0.97	104.810		166.050	-61.240	-36.88	USD	-28.43
	L	Bayer	25.960	8/12/24	-0.04	38.280		56.380	-18.100	-32.10	EUR	-28.64
		Allianz	255.900	8/12/24		63.730		90.650	-26.920	-29.70	EUR	-29.17
		Axa	32.350	8/12/24	-0.77	9.306		12.780	-3.474	-27.18	EUR	-30.38
		Citigroup	57.840	8/12/24		27.710		47.100	-19.390	-41.17	USD	-32.08
	S	Sony	12,325.000	8/09/24	0.28	1,570.000		2,961.000	-1,391.000	-46.98	JPY	-34.11
		Aegon	5.562	8/12/24	0.22	2.941		4.532	-1.591	-35.11	EUR	-34.26
		UBS	24.850	8/12/24	0.44	10.070		15.410	-5.340	-34.65	CHF	-34.37
	L	Philips	26.060	8/12/24	-0.91	12.875		22.555	-9.680	-42.92	EUR	-35.20
		ING Groep	15.232	8/12/24	0.21	4.914		7.325	-2.411	-32.91	EUR	-35.91
	L	Morgan Stanley	94.840	8/12/24	0.13	15.150		26.260	-11.110	-42.31	USD	-37.09
		Deutsche Bank	13.308	8/12/24	0.14	20.396		33.557	-13.161	-39.22	EUR	-38.01
	L	RWE	32.360	8/12/24	1.70	24.916		49.244	-24.328	-49.40	EUR	-40.05
	L	HP	33.780	8/12/24	0.72	10.404		19.024	-8.619	-45.31	USD	-40.17
		Barclays	220.100	8/12/24	0.85	141.055		241.097	-100.042	-41.49	GBP	-40.18
		Carrefour	13.730	8/12/24	-0.36	16.010		32.015	-16.005	-49.99	EUR	-44.82
		Societe Generale	20.520	8/12/24	0.44	17.690		41.400	-23.710	-57.27	EUR	-53.30
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 9/19/11 / 12/20/10 - 18 did rise, Market-Ratio(39) = 18.95 %

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