Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 12/05/11 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/05/11	⇓ Δwk	3/07/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,161.850		1,295.470	-133.620	-10.31	USD	-4.69
		Samsung Electronics	75,500.000	8/12/24	1.07	21,060.000		17,240.000	3,820.000	22.16	KRW	19.89
	S	Bristol-Myers	47.060	8/12/24	0.73	32.830		26.310	6.520	24.78	USD	16.86
	S	McDonald´s	269.460	8/12/24	0.58	95.350		76.290	19.060	24.98	USD	16.65
	L	Philip Morris	116.090	8/12/24	0.07	75.870		63.640	12.230	19.22	USD	16.33
	S	Intel	19.360	8/12/24	-1.78	25.010		21.210	3.800	17.92	USD	15.44
		IBM	189.480	8/12/24	-1.03	190.840		159.930	30.910	19.33	USD	14.68
		Nike	74.640	8/12/24	0.40	24.150		22.230	1.920	8.64	USD	12.72
	L	Alphabet A	162.290	8/12/24	-0.84	15.690		14.837	0.852	5.75	USD	11.19
	L	Apple	217.530	8/12/24	0.71	14.036		12.691	1.345	10.60	USD	10.45
	S	Diageo	2,451.500	8/12/24	1.03	1,354.500		1,195.000	159.500	13.35	GBP	10.22
		GSK	1,572.000	8/12/24	0.42	1,409.800		1,181.630	228.170	19.31	GBP	9.73
	L	Fox A	38.830	8/12/24	-1.27	17.710		17.210	0.500	2.91	USD	8.58
	L	Unilever	55.100	8/12/24	-0.36	24.785		21.715	3.070	14.14	EUR	8.57
	L	Walmart	68.700	8/12/24	1.10	19.447		17.340	2.107	12.15	USD	8.41
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	45.210		38.770	6.440	16.61	USD	7.68
	S	Volkswagen	93.500	8/12/24	-0.47	128.600		115.990	12.610	10.87	EUR	7.11
		Shell	33.025	8/12/24	0.93	26.315		25.785	0.530	2.06	EUR	6.86
		Marsh & McLennan	217.350	8/12/24	-1.23	30.610		29.940	0.670	2.24	USD	5.89
		Repsol	12.765	8/12/24	0.67	22.890		24.100	-1.210	-5.02	EUR	5.63
		BP	439.600	8/12/24	1.35	466.300		497.500	-31.200	-6.27	GBP	4.22
		Swiss Re	104.000	8/12/24	0.10	49.690		55.200	-5.510	-9.98	CHF	4.08
		Chevron	145.020	8/12/24	0.02	102.820		103.010	-0.190	-0.18	USD	3.79
		Merck (MSD)	113.480	8/12/24	-0.93	35.260		32.830	2.430	7.40	USD	3.78
	L	Pfizer	28.450	8/12/24	-0.35	19.840		19.610	0.230	1.17	USD	3.75
		⇓instrument	freshest		⇓ Δday	12/05/11	⇓ Δwk	3/07/11	prc diff	⇓ Δ39	Curr	∅-RS
		Exxon Mobil	119.000	8/12/24	0.13	80.450		84.720	-4.270	-5.04	USD	2.38
		Bridgestone	5,582.000	8/09/24	-1.33	1,753.000		1,698.000	55.000	3.24	JPY	2.01
	L	Procter & Gamble	166.810	8/12/24	-2.19	64.840		61.710	3.130	5.07	USD	1.99
	L	Vodafone	74.440	8/12/24	0.87	173.050		178.700	-5.650	-3.16	GBP	1.94
	S	National Grid	978.400	8/12/24	-0.04	605.000		573.500	31.500	5.49	GBP	1.76
		Sanofi	95.670	8/12/24	-0.60	51.360		50.480	0.880	1.74	EUR	1.56
		Caterpillar	336.030	8/12/24	-0.66	96.850		102.130	-5.280	-5.17	USD	1.11
	S	Kimberly-Clark	34.140	8/12/24	-1.01	24.330		23.240	1.090	4.69	MXN	0.94
		TotalEnergies	61.720	8/12/24	0.60	38.765		43.700	-4.935	-11.29	EUR	0.77
		Seven & i	1,672.500	8/09/24	-0.54	707.330		758.000	-50.670	-6.68	JPY	0.37
	S	Johnson & Johnson	159.880	8/12/24	-0.46	63.360		60.400	2.960	4.90	USD	0.13
	L	Coca-Cola	68.170	8/12/24	-0.74	33.155		32.610	0.545	1.67	USD	0.11
	S	LVMH	635.100	8/12/24	-0.14	115.150		112.950	2.200	1.95	EUR	-0.12
		PepsiCo	171.420	8/12/24	-0.56	64.400		63.470	0.930	1.47	USD	-0.94
	L	Nestlé	88.640	8/12/24	-0.40	51.250		51.700	-0.450	-0.87	CHF	-1.21
		Microsoft	406.810	8/12/24	0.19	25.700		25.720	-0.020	-0.08	USD	-1.57
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,908.500		2,980.000	-71.500	-2.40	GBP	-1.79
	L	Novartis	96.740	8/12/24	0.16	41.360		43.580	-2.220	-5.09	CHF	-2.17
		Prudential	635.400	8/12/24	0.41	649.000		700.500	-51.500	-7.35	GBP	-2.36
		L´Oreal	376.650	8/12/24	-1.59	79.530		81.840	-2.310	-2.82	EUR	-2.77
	S	BASF	41.280	8/12/24	-0.22	54.560		61.260	-6.700	-10.94	EUR	-3.79
	L	Raytheon Tech	116.600	8/12/24	0.39	48.232		51.781	-3.549	-6.85	USD	-4.13
	L	Texas Instruments	192.060	8/12/24	-0.08	30.230		35.480	-5.250	-14.80	USD	-4.34
		UnibailRodaWestfield	5.550	8/12/24	0.73	8.440		9.870	-1.430	-14.49	AUD	-4.77
		Standard Chartered	722.000	8/12/24	0.92	1,454.500		1,682.000	-227.500	-13.53	GBP	-5.29
		⇓instrument	freshest		⇓ Δday	12/05/11	⇓ Δwk	3/07/11	prc diff	⇓ Δ39	Curr	∅-RS
		Vivendi	9.488	8/12/24	0.40	16.611		19.258	-2.647	-13.74	EUR	-5.42
		E.on	12.325	8/12/24	0.78	16.532		21.073	-4.541	-21.55	EUR	-5.55
	L	Münchener Rück	439.200	8/12/24	1.01	96.370		118.000	-21.630	-18.33	EUR	-6.12
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.188		9.630	-0.442	-4.59	EUR	-6.32
	L	Bayer	25.960	8/12/24	-0.04	47.645		56.400	-8.755	-15.52	EUR	-6.54
	L	3M	123.360	8/12/24	-0.65	80.930		92.400	-11.470	-12.41	USD	-6.61
		Allianz	255.900	8/12/24		80.150		104.450	-24.300	-23.26	EUR	-6.97
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.629		8.236	-1.607	-19.51	EUR	-7.69
		Canon	4,525.000	8/09/24	1.64	3,429.000		3,874.000	-445.000	-11.49	JPY	-7.70
	S	Nissan Motor	410.200	8/09/24	-0.56	700.000		837.000	-137.000	-16.37	JPY	-7.90
		General Electric	166.870	8/12/24	-0.16	130.640		163.040	-32.400	-19.87	USD	-8.96
		BHP	2,094.000	8/12/24	-0.14	2,012.000		2,470.500	-458.500	-18.56	GBP	-9.52
		Siemens	157.200	8/12/24	0.01	73.452		91.781	-18.329	-19.97	EUR	-10.25
	L	ABB	45.510	8/12/24	0.55	17.460		22.310	-4.850	-21.74	CHF	-10.57
		Axa	32.350	8/12/24	-0.77	11.260		14.845	-3.585	-24.15	EUR	-10.66
	L	Anglo American	2,232.500	8/12/24	0.29	2,501.500		3,286.000	-784.500	-23.87	GBP	-10.85
		ING Groep	15.232	8/12/24	0.21	6.281		8.850	-2.569	-29.03	EUR	-11.17
	S	Orange	10.115	8/12/24	-0.25	12.690		15.535	-2.845	-18.31	EUR	-11.31
	S	Engie	15.335	8/12/24	0.49	21.390		27.570	-6.180	-22.42	EUR	-11.80
		Telefónica	4.032	8/12/24	0.12	14.115		18.090	-3.975	-21.97	EUR	-11.94
	L	Ericsson	71.080	8/12/24	1.14	67.550		81.600	-14.050	-17.22	SEK	-12.87
	L	HSBC	643.900	8/12/24	0.22	518.000		657.500	-139.500	-21.22	GBP	-13.31
		Toyota	2,447.500	8/09/24	-0.14	531.000		737.000	-206.000	-27.95	JPY	-13.49
		Deutsche Bank	13.308	8/12/24	0.14	25.742		37.915	-12.173	-32.11	EUR	-13.58
	L	Philips	26.060	8/12/24	-0.91	15.335		23.670	-8.335	-35.21	EUR	-14.14
		⇓instrument	freshest		⇓ Δday	12/05/11	⇓ Δwk	3/07/11	prc diff	⇓ Δ39	Curr	∅-RS
		Rio Tinto	4,942.000	8/12/24	0.56	3,384.000		4,210.000	-826.000	-19.62	GBP	-14.15
		Honda Motor	1,420.000	8/09/24	-0.14	814.670		1,149.330	-334.660	-29.12	JPY	-14.29
		JP Morgan Chase	206.190	8/12/24	0.19	33.510		45.190	-11.680	-25.85	USD	-14.37
		Aviva	484.200	8/12/24	0.35	326.600		469.900	-143.300	-30.50	GBP	-14.74
		Saint-Gobain	73.560	8/12/24	-0.41	32.195		41.890	-9.695	-23.14	EUR	-14.90
		Barclays	220.100	8/12/24	0.85	177.035		284.467	-107.432	-37.77	GBP	-15.10
		Schneider Electric	211.250	8/12/24	0.38	42.505		59.050	-16.545	-28.02	EUR	-15.88
	S	Ford Motor	9.860	8/12/24	-2.38	11.110		14.010	-2.900	-20.70	USD	-15.97
		Banco Santander	4.089	8/12/24	-0.24	5.930		8.075	-2.145	-26.56	EUR	-16.58
		Carrefour	13.730	8/12/24	-0.36	20.285		32.260	-11.975	-37.12	EUR	-17.13
	L	HP	33.780	8/12/24	0.72	12.770		19.065	-6.294	-33.02	USD	-17.16
		UBS	24.850	8/12/24	0.44	11.400		17.960	-6.560	-36.53	CHF	-17.31
	L	RWE	32.360	8/12/24	1.70	30.249		47.469	-17.220	-36.28	EUR	-17.64
		Aegon	5.562	8/12/24	0.22	3.367		5.522	-2.155	-39.03	EUR	-17.94
		Citigroup	57.840	8/12/24		29.830		45.200	-15.370	-34.00	USD	-19.06
	S	Mercedes-Benz	57.480	8/12/24	-0.57	34.760		48.595	-13.835	-28.47	EUR	-21.15
	L	Morgan Stanley	94.840	8/12/24	0.13	16.570		28.320	-11.750	-41.49	USD	-21.80
		Panasonic	1,058.500	8/09/24	1.34	717.000		1,113.000	-396.000	-35.58	JPY	-21.82
	L	Goldman Sachs	485.500	8/12/24	-0.97	99.820		159.150	-59.330	-37.28	USD	-23.87
	S	Sony	12,325.000	8/09/24	0.28	1,383.000		2,913.000	-1,530.000	-52.52	JPY	-32.53
		Societe Generale	20.520	8/12/24	0.44	20.145		46.550	-26.405	-56.72	EUR	-33.94
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 12/05/11 / 3/07/11 - 29 did rise, Market-Ratio(39) = 30.53 %

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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