Share-o-matic - Assessment SP Global 100

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

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/12/11	⇓ Δwk	3/14/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,136.780		1,262.440	-125.660	-9.95	USD	-6.67
	S	McDonald´s	269.460	8/12/24	0.58	98.480		75.670	22.810	30.14	USD	20.08
		Samsung Electronics	75,500.000	8/12/24	1.07	20,900.000		17,820.000	3,080.000	17.28	KRW	18.70
	S	Bristol-Myers	47.060	8/12/24	0.73	33.180		26.200	6.980	26.64	USD	17.58
		IBM	189.480	8/12/24	-1.03	192.180		161.390	30.790	19.08	USD	14.87
	L	Philip Morris	116.090	8/12/24	0.07	75.150		63.580	11.570	18.20	USD	14.66
		Nike	74.640	8/12/24	0.40	24.238		21.553	2.685	12.46	USD	12.94
		GSK	1,572.000	8/12/24	0.42	1,439.010		1,195.230	243.780	20.40	GBP	11.75
	L	Unilever	55.100	8/12/24	-0.36	25.510		21.590	3.920	18.16	EUR	11.53
	S	Diageo	2,451.500	8/12/24	1.03	1,374.000		1,169.000	205.000	17.54	GBP	11.44
	L	Alphabet A	162.290	8/12/24	-0.84	15.683		14.294	1.389	9.72	USD	10.99
	S	Intel	19.360	8/12/24	-1.78	24.000		20.840	3.160	15.16	USD	10.50
	L	Apple	217.530	8/12/24	0.71	13.994		12.627	1.367	10.83	USD	9.69
		Shell	33.025	8/12/24	0.93	26.730		24.550	2.180	8.88	EUR	8.35
	L	Walmart	68.700	8/12/24	1.10	19.363		17.440	1.923	11.03	USD	7.81
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	45.105		39.135	5.970	15.25	USD	7.11
	L	Fox A	38.830	8/12/24	-1.27	17.450		16.830	0.620	3.68	USD	6.53
	L	Pfizer	28.450	8/12/24	-0.35	20.390		19.810	0.580	2.93	USD	6.27
		Marsh & McLennan	217.350	8/12/24	-1.23	30.580		30.230	0.350	1.16	USD	5.47
		Sanofi	95.670	8/12/24	-0.60	52.580		48.400	4.180	8.64	EUR	3.83
		Chevron	145.020	8/12/24	0.02	103.070		100.800	2.270	2.25	USD	3.64
		Repsol	12.765	8/12/24	0.67	22.385		22.980	-0.595	-2.59	EUR	2.99
		Merck (MSD)	113.480	8/12/24	-0.93	34.990		32.380	2.610	8.06	USD	2.99
	S	Kimberly-Clark	34.140	8/12/24	-1.01	24.670		23.650	1.020	4.31	MXN	2.45
	L	Vodafone	74.440	8/12/24	0.87	173.150		175.000	-1.850	-1.06	GBP	1.90
		⇓instrument	freshest		⇓ Δday	12/12/11	⇓ Δwk	3/14/11	prc diff	⇓ Δ39	Curr	∅-RS
		Exxon Mobil	119.000	8/12/24	0.13	80.050		82.380	-2.330	-2.83	USD	1.63
		Bridgestone	5,582.000	8/09/24	-1.33	1,746.000		1,628.000	118.000	7.25	JPY	1.50
	S	National Grid	978.400	8/12/24	-0.04	604.500		555.500	49.000	8.82	GBP	1.49
	L	Procter & Gamble	166.810	8/12/24	-2.19	64.310		61.350	2.960	4.82	USD	1.07
	L	Coca-Cola	68.170	8/12/24	-0.74	33.445		31.970	1.475	4.61	USD	0.91
		Seven & i	1,672.500	8/09/24	-0.54	711.000		693.330	17.670	2.55	JPY	0.85
	L	Novartis	96.740	8/12/24	0.16	42.460		41.630	0.830	1.99	CHF	0.57
	S	Johnson & Johnson	159.880	8/12/24	-0.46	63.510		59.130	4.380	7.41	USD	0.34
	S	Volkswagen	93.500	8/12/24	-0.47	120.000		113.010	6.990	6.19	EUR	0.07
		Swiss Re	104.000	8/12/24	0.10	47.630		49.360	-1.730	-3.50	CHF	-0.30
	L	Nestlé	88.640	8/12/24	-0.40	51.600		51.100	0.500	0.98	CHF	-0.41
		PepsiCo	171.420	8/12/24	-0.56	64.660		64.140	0.520	0.81	USD	-0.53
		BP	439.600	8/12/24	1.35	444.550		459.300	-14.750	-3.21	GBP	-0.70
		TotalEnergies	61.720	8/12/24	0.60	38.050		41.595	-3.545	-8.52	EUR	-1.10
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,920.500		2,906.500	14.000	0.48	GBP	-1.30
		Microsoft	406.810	8/12/24	0.19	25.510		25.690	-0.180	-0.70	USD	-2.21
		Caterpillar	336.030	8/12/24	-0.66	93.240		102.100	-8.860	-8.68	USD	-2.82
	S	LVMH	635.100	8/12/24	-0.14	111.350		106.600	4.750	4.46	EUR	-3.32
		L´Oreal	376.650	8/12/24	-1.59	78.920		80.680	-1.760	-2.18	EUR	-3.41
		Prudential	635.400	8/12/24	0.41	624.000		718.000	-94.000	-13.09	GBP	-6.25
		Canon	4,525.000	8/09/24	1.64	3,470.000		3,475.000	-5.000	-0.14	JPY	-6.30
	L	Raytheon Tech	116.600	8/12/24	0.39	46.872		50.812	-3.940	-7.75	USD	-6.79
	L	3M	123.360	8/12/24	-0.65	80.590		91.020	-10.430	-11.46	USD	-6.88
		UnibailRodaWestfield	5.550	8/12/24	0.73	8.210		9.660	-1.450	-15.01	AUD	-7.09
		Standard Chartered	722.000	8/12/24	0.92	1,419.500		1,593.000	-173.500	-10.89	GBP	-7.18
		⇓instrument	freshest		⇓ Δday	12/12/11	⇓ Δwk	3/14/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Texas Instruments	192.060	8/12/24	-0.08	29.130		34.560	-5.430	-15.71	USD	-7.67
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.018		10.020	-1.002	-10.00	EUR	-7.93
		General Electric	166.870	8/12/24	-0.16	131.680		159.360	-27.680	-17.37	USD	-8.19
		Vivendi	9.488	8/12/24	0.40	16.074		18.851	-2.777	-14.73	EUR	-8.24
	S	BASF	41.280	8/12/24	-0.22	51.610		57.780	-6.170	-10.68	EUR	-8.83
	S	Nissan Motor	410.200	8/09/24	-0.56	688.000		713.000	-25.000	-3.51	JPY	-9.18
	L	Bayer	25.960	8/12/24	-0.04	45.820		54.360	-8.540	-15.71	EUR	-9.80
	L	Münchener Rück	439.200	8/12/24	1.01	91.040		108.000	-16.960	-15.70	EUR	-11.09
		E.on	12.325	8/12/24	0.78	15.455		19.877	-4.423	-22.25	EUR	-11.37
	L	ABB	45.510	8/12/24	0.55	17.060		21.240	-4.180	-19.68	CHF	-12.39
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.264		8.657	-2.393	-27.64	EUR	-12.53
		Honda Motor	1,420.000	8/09/24	-0.14	818.330		1,021.000	-202.670	-19.85	JPY	-13.46
		Siemens	157.200	8/12/24	0.01	70.570		87.162	-16.592	-19.04	EUR	-13.48
		Allianz	255.900	8/12/24		74.415		96.400	-21.985	-22.81	EUR	-13.51
	S	Orange	10.115	8/12/24	-0.25	12.270		15.195	-2.925	-19.25	EUR	-13.89
	S	Engie	15.335	8/12/24	0.49	20.705		26.940	-6.235	-23.14	EUR	-14.27
		BHP	2,094.000	8/12/24	-0.14	1,897.000		2,289.000	-392.000	-17.13	GBP	-14.38
		Toyota	2,447.500	8/09/24	-0.14	522.000		656.000	-134.000	-20.43	JPY	-14.58
	L	Philips	26.060	8/12/24	-0.91	15.125		22.875	-7.750	-33.88	EUR	-14.72
		Telefónica	4.032	8/12/24	0.12	13.500		17.535	-4.035	-23.01	EUR	-15.47
	L	Ericsson	71.080	8/12/24	1.14	65.300		76.700	-11.400	-14.86	SEK	-15.63
	L	Anglo American	2,232.500	8/12/24	0.29	2,347.000		3,089.500	-742.500	-24.03	GBP	-16.02
		Axa	32.350	8/12/24	-0.77	10.450		14.125	-3.675	-26.02	EUR	-17.02
	S	Ford Motor	9.860	8/12/24	-2.38	10.850		14.300	-3.450	-24.13	USD	-17.31
	L	HSBC	643.900	8/12/24	0.22	488.750		650.000	-161.250	-24.81	GBP	-17.80
		⇓instrument	freshest		⇓ Δday	12/12/11	⇓ Δwk	3/14/11	prc diff	⇓ Δ39	Curr	∅-RS
		JP Morgan Chase	206.190	8/12/24	0.19	32.040		45.300	-13.260	-29.27	USD	-17.83
		UBS	24.850	8/12/24	0.44	11.220		17.070	-5.850	-34.27	CHF	-18.12
	L	HP	33.780	8/12/24	0.72	12.416		18.842	-6.426	-34.10	USD	-18.81
		Banco Santander	4.089	8/12/24	-0.24	5.719		8.115	-2.396	-29.53	EUR	-19.07
		Barclays	220.100	8/12/24	0.85	167.613		272.089	-104.476	-38.40	GBP	-19.13
		Deutsche Bank	13.308	8/12/24	0.14	23.810		36.285	-12.475	-34.38	EUR	-19.69
		Schneider Electric	211.250	8/12/24	0.38	40.050		56.425	-16.375	-29.02	EUR	-20.24
		Rio Tinto	4,942.000	8/12/24	0.56	3,119.000		3,975.000	-856.000	-21.53	GBP	-20.45
		Saint-Gobain	73.560	8/12/24	-0.41	29.790		40.085	-10.295	-25.68	EUR	-21.04
		Aviva	484.200	8/12/24	0.35	301.000		440.000	-139.000	-31.59	GBP	-21.17
		Panasonic	1,058.500	8/09/24	1.34	702.000		987.000	-285.000	-28.88	JPY	-22.72
		ING Groep	15.232	8/12/24	0.21	5.362		8.876	-3.514	-39.59	EUR	-23.92
		Aegon	5.562	8/12/24	0.22	3.087		5.208	-2.121	-40.73	EUR	-24.33
	S	Mercedes-Benz	57.480	8/12/24	-0.57	33.060		47.175	-14.115	-29.92	EUR	-24.36
	L	Goldman Sachs	485.500	8/12/24	-0.97	98.030		158.430	-60.400	-38.12	USD	-24.51
		Citigroup	57.840	8/12/24		27.220		45.400	-18.180	-40.04	USD	-25.56
		Carrefour	13.730	8/12/24	-0.36	17.830		31.360	-13.530	-43.14	EUR	-26.53
	L	RWE	32.360	8/12/24	1.70	26.750		45.496	-18.746	-41.20	EUR	-26.53
	L	Morgan Stanley	94.840	8/12/24	0.13	15.380		27.910	-12.530	-44.89	USD	-26.79
	S	Sony	12,325.000	8/09/24	0.28	1,396.000		2,506.000	-1,110.000	-44.29	JPY	-30.85
		Societe Generale	20.520	8/12/24	0.44	18.600		47.455	-28.855	-60.80	EUR	-38.16
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 12/12/11 / 3/14/11 - 34 did rise, Market-Ratio(39) = 35.79 %

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