Share-o-matic - Assessment SP Global 100

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

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	11/28/11	⇓ Δwk	2/28/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,095.650		1,312.510	-216.860	-16.52	USD	-10.23
		Samsung Electronics	75,500.000	8/12/24	1.07	21,000.000		18,900.000	2,100.000	11.11	KRW	19.97
	S	McDonald´s	269.460	8/12/24	0.58	93.060		75.680	17.380	22.97	USD	14.21
	L	Philip Morris	116.090	8/12/24	0.07	73.090		62.780	10.310	16.42	USD	12.57
	S	Bristol-Myers	47.060	8/12/24	0.73	31.110		25.810	5.300	20.53	USD	11.16
		Nike	74.640	8/12/24	0.40	23.728		22.258	1.470	6.60	USD	10.97
		IBM	189.480	8/12/24	-1.03	182.210		161.880	20.330	12.56	USD	10.03
	S	Intel	19.360	8/12/24	-1.78	23.460		21.470	1.990	9.27	USD	8.48
	S	Diageo	2,451.500	8/12/24	1.03	1,326.500		1,202.000	124.500	10.36	GBP	8.23
	S	National Grid	978.400	8/12/24	-0.04	639.000		571.000	68.000	11.91	GBP	7.72
	L	Unilever	55.100	8/12/24	-0.36	24.345		21.855	2.490	11.39	EUR	6.86
		GSK	1,572.000	8/12/24	0.42	1,369.500		1,189.690	179.810	15.11	GBP	6.81
	L	Walmart	68.700	8/12/24	1.10	19.083		17.327	1.757	10.14	USD	6.50
	L	Apple	217.530	8/12/24	0.71	13.433		12.615	0.818	6.49	USD	6.07
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	44.140		39.260	4.880	12.43	USD	5.40
	L	Alphabet A	162.290	8/12/24	-0.84	14.750		15.382	-0.632	-4.11	USD	4.56
	L	Fox A	38.830	8/12/24	-1.27	16.500		17.370	-0.870	-5.01	USD	1.53
		Shell	33.025	8/12/24	0.93	24.870		26.065	-1.195	-4.58	EUR	1.14
		Merck (MSD)	113.480	8/12/24	-0.93	34.260		32.570	1.690	5.19	USD	0.82
		Marsh & McLennan	217.350	8/12/24	-1.23	28.880		30.440	-1.560	-5.12	USD	0.20
	S	Volkswagen	93.500	8/12/24	-0.47	120.350		122.230	-1.880	-1.54	EUR	0.18
	L	Pfizer	28.450	8/12/24	-0.35	19.090		19.240	-0.150	-0.78	USD	0.12
		Bridgestone	5,582.000	8/09/24	-1.33	1,714.000		1,637.000	77.000	4.70	JPY	-0.04
		Sanofi	95.670	8/12/24	-0.60	50.330		50.000	0.330	0.66	EUR	-0.34
	L	Vodafone	74.440	8/12/24	0.87	168.550		174.300	-5.750	-3.30	GBP	-0.60
		⇓instrument	freshest		⇓ Δday	11/28/11	⇓ Δwk	2/28/11	prc diff	⇓ Δ39	Curr	∅-RS
	S	Kimberly-Clark	34.140	8/12/24	-1.01	23.830		23.480	0.350	1.49	MXN	-1.27
	S	Johnson & Johnson	159.880	8/12/24	-0.46	62.370		61.440	0.930	1.51	USD	-1.42
	L	Procter & Gamble	166.810	8/12/24	-2.19	62.240		63.050	-0.810	-1.28	USD	-2.10
		BP	439.600	8/12/24	1.35	437.800		494.700	-56.900	-11.50	GBP	-2.10
	L	Coca-Cola	68.170	8/12/24	-0.74	32.350		31.960	0.390	1.22	USD	-2.28
		Repsol	12.765	8/12/24	0.67	21.110		24.330	-3.220	-13.23	EUR	-2.29
	S	LVMH	635.100	8/12/24	-0.14	112.300		114.250	-1.950	-1.71	EUR	-2.67
	L	Nestlé	88.640	8/12/24	-0.40	50.550		52.600	-2.050	-3.90	CHF	-2.74
		Swiss Re	104.000	8/12/24	0.10	46.370		56.900	-10.530	-18.51	CHF	-2.89
		Chevron	145.020	8/12/24	0.02	95.770		103.750	-7.980	-7.69	USD	-2.99
		PepsiCo	171.420	8/12/24	-0.56	62.990		63.420	-0.430	-0.68	USD	-3.14
		Exxon Mobil	119.000	8/12/24	0.13	75.840		85.530	-9.690	-11.33	USD	-3.31
		Seven & i	1,672.500	8/09/24	-0.54	681.000		754.000	-73.000	-9.68	JPY	-3.39
	L	Novartis	96.740	8/12/24	0.16	40.770		43.420	-2.650	-6.10	CHF	-3.75
		TotalEnergies	61.720	8/12/24	0.60	37.010		44.410	-7.400	-16.66	EUR	-3.79
		Caterpillar	336.030	8/12/24	-0.66	91.480		102.930	-11.450	-11.12	USD	-4.32
		Microsoft	406.810	8/12/24	0.19	24.870		26.580	-1.710	-6.43	USD	-4.78
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,821.000		2,996.000	-175.000	-5.84	GBP	-4.87
		L´Oreal	376.650	8/12/24	-1.59	77.360		84.240	-6.880	-8.17	EUR	-5.54
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.183		9.745	-0.562	-5.77	EUR	-6.50
	L	Raytheon Tech	116.600	8/12/24	0.39	46.029		52.574	-6.545	-12.45	USD	-8.55
	L	Texas Instruments	192.060	8/12/24	-0.08	28.700		35.610	-6.910	-19.40	USD	-9.39
		Prudential	635.400	8/12/24	0.41	598.000		711.500	-113.500	-15.95	GBP	-9.94
	L	Ericsson	71.080	8/12/24	1.14	69.800		81.800	-12.000	-14.67	SEK	-10.09
		E.on	12.325	8/12/24	0.78	15.791		21.614	-5.823	-26.94	EUR	-10.21
		⇓instrument	freshest		⇓ Δday	11/28/11	⇓ Δwk	2/28/11	prc diff	⇓ Δ39	Curr	∅-RS
		Canon	4,525.000	8/09/24	1.64	3,346.000		3,932.000	-586.000	-14.90	JPY	-10.26
	L	3M	123.360	8/12/24	-0.65	77.720		92.230	-14.510	-15.73	USD	-10.47
		UnibailRodaWestfield	5.550	8/12/24	0.73	7.940		9.950	-2.010	-20.20	AUD	-10.79
		Vivendi	9.488	8/12/24	0.40	15.701		19.993	-4.292	-21.47	EUR	-10.89
	L	Bayer	25.960	8/12/24	-0.04	45.595		56.180	-10.585	-18.84	EUR	-10.92
	S	Nissan Motor	410.200	8/09/24	-0.56	666.000		827.000	-161.000	-19.47	JPY	-12.66
	S	BASF	41.280	8/12/24	-0.22	49.530		60.260	-10.730	-17.81	EUR	-12.89
		Standard Chartered	722.000	8/12/24	0.92	1,340.000		1,627.000	-287.000	-17.64	GBP	-13.19
	S	Orange	10.115	8/12/24	-0.25	12.250		16.030	-3.780	-23.58	EUR	-14.81
	L	Münchener Rück	439.200	8/12/24	1.01	87.410		120.950	-33.540	-27.73	EUR	-15.24
		Siemens	157.200	8/12/24	0.01	69.144		94.692	-25.548	-26.98	EUR	-15.82
		Telefónica	4.032	8/12/24	0.12	13.520		18.400	-4.880	-26.52	EUR	-16.01
	L	ABB	45.510	8/12/24	0.55	16.300		22.720	-6.420	-28.26	CHF	-16.83
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.950		8.789	-2.839	-32.30	EUR	-17.45
		General Electric	166.870	8/12/24	-0.16	118.400		167.360	-48.960	-29.25	USD	-17.63
		BHP	2,094.000	8/12/24	-0.14	1,836.500		2,433.500	-597.000	-24.53	GBP	-17.78
	L	Anglo American	2,232.500	8/12/24	0.29	2,316.500		3,333.500	-1,017.000	-30.51	GBP	-17.78
		Allianz	255.900	8/12/24		70.590		104.600	-34.010	-32.51	EUR	-18.41
	L	HSBC	643.900	8/12/24	0.22	488.750		678.000	-189.250	-27.91	GBP	-18.68
	S	Engie	15.335	8/12/24	0.49	19.530		29.375	-9.845	-33.51	EUR	-19.92
		Honda Motor	1,420.000	8/09/24	-0.14	765.330		1,175.670	-410.340	-34.90	JPY	-19.98
		Toyota	2,447.500	8/09/24	-0.14	494.000		762.000	-268.000	-35.17	JPY	-20.00
		Rio Tinto	4,942.000	8/12/24	0.56	3,164.000		4,309.500	-1,145.500	-26.58	GBP	-20.15
	L	RWE	32.360	8/12/24	1.70	29.471		48.755	-19.284	-39.55	EUR	-20.50
		Axa	32.350	8/12/24	-0.77	10.010		15.220	-5.210	-34.23	EUR	-20.82
		⇓instrument	freshest		⇓ Δday	11/28/11	⇓ Δwk	2/28/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Philips	26.060	8/12/24	-0.91	14.005		23.660	-9.655	-40.81	EUR	-22.23
		Aviva	484.200	8/12/24	0.35	298.500		466.400	-167.900	-36.00	GBP	-22.40
	L	HP	33.780	8/12/24	0.72	12.048		19.814	-7.766	-39.19	USD	-22.57
		Saint-Gobain	73.560	8/12/24	-0.41	29.285		43.325	-14.040	-32.41	EUR	-22.91
		Banco Santander	4.089	8/12/24	-0.24	5.496		8.756	-3.260	-37.23	EUR	-23.14
		Schneider Electric	211.250	8/12/24	0.38	39.085		59.950	-20.865	-34.80	EUR	-23.16
		Panasonic	1,058.500	8/09/24	1.34	712.000		1,101.000	-389.000	-35.33	JPY	-23.18
		Carrefour	13.730	8/12/24	-0.36	18.895		35.580	-16.685	-46.89	EUR	-23.71
		UBS	24.850	8/12/24	0.44	10.530		18.450	-7.920	-42.93	CHF	-24.22
		Deutsche Bank	13.308	8/12/24	0.14	22.631		39.652	-17.021	-42.93	EUR	-24.57
	S	Ford Motor	9.860	8/12/24	-2.38	10.000		15.050	-5.050	-33.55	USD	-25.09
		ING Groep	15.232	8/12/24	0.21	5.304		9.087	-3.783	-41.63	EUR	-25.45
		JP Morgan Chase	206.190	8/12/24	0.19	29.160		46.690	-17.530	-37.55	USD	-25.93
		Barclays	220.100	8/12/24	0.85	155.050		295.459	-140.409	-47.52	GBP	-26.34
		Aegon	5.562	8/12/24	0.22	3.020		5.569	-2.549	-45.77	EUR	-26.97
	S	Mercedes-Benz	57.480	8/12/24	-0.57	32.140		51.050	-18.910	-37.04	EUR	-27.78
	L	Goldman Sachs	485.500	8/12/24	-0.97	90.430		163.780	-73.350	-44.79	USD	-31.86
		Citigroup	57.840	8/12/24		25.050		46.800	-21.750	-46.47	USD	-32.79
	S	Sony	12,325.000	8/09/24	0.28	1,354.000		2,965.000	-1,611.000	-54.33	JPY	-34.99
	L	Morgan Stanley	94.840	8/12/24	0.13	13.800		29.680	-15.880	-53.50	USD	-35.73
		Societe Generale	20.520	8/12/24	0.44	17.350		50.950	-33.600	-65.95	EUR	-44.13
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 11/28/11 / 2/28/11 - 20 did rise, Market-Ratio(39) = 21.05 %

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