Share-o-matic - Assessment SP Global 100

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

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/12/11	Δwk	3/14/11	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,136.780		1,262.440	-125.660	-9.95	-6.67
		Microsoft	406.810	8/12/24	0.19	25.510		25.690	-0.180	-0.70	-2.21
	L	Apple	217.530	8/12/24	0.71	13.994		12.627	1.367	10.83	9.69
	L	Alphabet A	162.290	8/12/24	-0.84	15.683		14.294	1.389	9.72	10.99
	S	Sony	158.808	8/09/24	0.28	17.988		30.615	-12.627	-41.25	-29.25
		Marsh & McLennan	217.350	8/12/24	-1.23	30.580		30.230	0.350	1.16	5.47
	L	Texas Instruments	192.060	8/12/24	-0.08	29.130		34.560	-5.430	-15.71	-7.67
		JP Morgan Chase	206.190	8/12/24	0.19	32.040		45.300	-13.260	-29.27	-17.83
	L	Morgan Stanley	94.840	8/12/24	0.13	15.380		27.910	-12.530	-44.89	-26.79
	S	LVMH	850.081	8/12/24	-0.14	149.042		148.291	0.751	0.51	-7.03
		Schneider Electric	282.758	8/12/24	0.38	53.607		78.493	-24.886	-31.70	-23.24
	L	Goldman Sachs	485.500	8/12/24	-0.97	98.030		158.430	-60.400	-38.12	-24.51
	L	Münchener Rück	587.869	8/12/24	1.01	121.857		150.239	-28.382	-18.89	-14.53
		L´Oreal	504.146	8/12/24	-1.59	105.634		112.234	-6.600	-5.88	-7.10
		Toyota	31.536	8/09/24	-0.14	6.726		8.014	-1.288	-16.07	-12.21
	L	AstraZeneca	20,025.790	8/12/24	0.63	4,576.316		4,674.797	-98.481	-2.11	-3.60
		Samsung Electronics	65.876	8/12/24	1.07	18.236		15.848	2.388	15.07	14.43
		Caterpillar	336.030	8/12/24	-0.66	93.240		102.100	-8.860	-8.68	-2.82
	L	Walmart	68.700	8/12/24	1.10	19.363		17.440	1.923	11.03	7.81
		Allianz	342.522	8/12/24		99.604		134.102	-34.498	-25.72	-16.75
		Merck (MSD)	113.480	8/12/24	-0.93	34.990		32.380	2.610	8.06	2.99
		Bridgestone	71.924	8/09/24	-1.33	22.497		19.889	2.609	13.12	4.75
		Axa	43.300	8/12/24	-0.77	13.987		19.649	-5.662	-28.82	-20.07
		Nike	74.640	8/12/24	0.40	24.238		21.553	2.685	12.46	12.94
		ING Groep	20.388	8/12/24	0.21	7.177		12.347	-5.170	-41.87	-26.71
		⇓instrument	freshest		⇓ Δday	12/12/11	Δwk	3/14/11	prc diff	⇓ Δ39	⇓∅-RS
	L	Deutsche Telekom	33.101	8/12/24	0.49	12.071		13.939	-1.868	-13.40	-11.36
	S	McDonald´s	269.460	8/12/24	0.58	98.480		75.670	22.810	30.14	20.08
	L	HP	33.780	8/12/24	0.72	12.416		18.842	-6.426	-34.10	-18.81
	L	ABB	49.288	8/12/24	0.55	18.476		22.851	-4.375	-19.15	-15.97
		PepsiCo	171.420	8/12/24	-0.56	64.660		64.140	0.520	0.81	-0.53
	L	Procter & Gamble	166.810	8/12/24	-2.19	64.310		61.350	2.960	4.82	1.07
	S	Johnson & Johnson	159.880	8/12/24	-0.46	63.510		59.130	4.380	7.41	0.34
	L	Raytheon Tech	116.600	8/12/24	0.39	46.872		50.812	-3.940	-7.75	-6.79
		Saint-Gobain	98.460	8/12/24	-0.41	39.874		55.762	-15.888	-28.49	-23.93
		Seven & i	21.550	8/09/24	-0.54	9.161		8.470	0.691	8.16	4.00
	L	Novartis	104.771	8/12/24	0.16	45.985		44.788	1.196	2.67	-3.50
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	45.105		39.135	5.970	15.25	7.11
		Siemens	210.412	8/12/24	0.01	94.458		121.251	-26.793	-22.10	-16.75
	L	Fox A	38.830	8/12/24	-1.27	17.450		16.830	0.620	3.68	6.53
		UBS	26.913	8/12/24	0.44	12.151		18.365	-6.214	-33.83	-21.63
		Swiss Re	112.634	8/12/24	0.10	51.584		53.105	-1.521	-2.86	-4.51
	L	Unilever	73.751	8/12/24	-0.36	34.145		30.034	4.111	13.69	7.19
		Citigroup	57.840	8/12/24		27.220		45.400	-18.180	-40.04	-25.56
	L	Coca-Cola	68.170	8/12/24	-0.74	33.445		31.970	1.475	4.61	0.91
		Sanofi	128.054	8/12/24	-0.60	70.378		67.329	3.049	4.53	-0.11
		Aegon	7.445	8/12/24	0.22	4.132		7.245	-3.113	-42.97	-27.18
	S	Diageo	3,841.410	8/12/24	1.03	2,153.008		1,880.213	272.795	14.51	8.81
	S	Mercedes-Benz	76.937	8/12/24	-0.57	44.251		65.625	-21.374	-32.57	-27.22
		Honda Motor	18.297	8/09/24	-0.14	10.544		12.473	-1.929	-15.46	-11.13
	L	Philips	34.881	8/12/24	-0.91	20.245		31.821	-11.577	-36.38	-18.05
		⇓instrument	freshest		⇓ Δday	12/12/11	Δwk	3/14/11	prc diff	⇓ Δ39	⇓∅-RS
	L	Nestlé	95.999	8/12/24	-0.40	55.884		54.977	0.907	1.65	-4.27
		TotalEnergies	82.612	8/12/24	0.60	50.930		57.863	-6.933	-11.98	-4.92
	S	National Grid	1,533.117	8/12/24	-0.04	947.229		893.463	53.766	6.02	-0.89
		Aviva	758.724	8/12/24	0.35	471.656		707.693	-236.037	-33.35	-22.92
		Rio Tinto	7,743.932	8/12/24	0.56	4,887.358		6,393.367	-1,506.008	-23.56	-22.24
	L	Philip Morris	116.090	8/12/24	0.07	75.150		63.580	11.570	18.20	14.66
	L	3M	123.360	8/12/24	-0.65	80.590		91.020	-10.430	-11.46	-6.88
		Panasonic	13.639	8/09/24	1.34	9.045		12.058	-3.012	-24.98	-20.69
		Exxon Mobil	119.000	8/12/24	0.13	80.050		82.380	-2.330	-2.83	1.63
		Banco Bilbao Viz	11.945	8/12/24	0.27	8.384		12.043	-3.658	-30.38	-15.83
	S	Bristol-Myers	47.060	8/12/24	0.73	33.180		26.200	6.980	26.64	17.58
		Chevron	145.020	8/12/24	0.02	103.070		100.800	2.270	2.25	3.64
	L	Pfizer	28.450	8/12/24	-0.35	20.390		19.810	0.580	2.93	6.27
	S	Kimberly-Clark	2.514	8/12/24	-1.01	1.817		1.986	-0.169	-8.50	-6.95
	L	HSBC	1,008.968	8/12/24	0.22	765.853		1,045.456	-279.603	-26.74	-19.67
		Barclays	344.889	8/12/24	0.85	262.643		437.626	-174.983	-39.98	-20.92
		Canon	58.305	8/09/24	1.64	44.711		42.453	2.259	5.32	-3.51
		General Electric	166.870	8/12/24	-0.16	131.680		159.360	-27.680	-17.37	-8.19
		Shell	44.204	8/12/24	0.93	35.778		34.152	1.627	4.76	4.15
	L	RWE	43.314	8/12/24	1.70	35.805		63.289	-27.485	-43.43	-29.42
		BHP	3,281.221	8/12/24	-0.14	2,972.529		3,681.614	-709.085	-19.26	-16.33
		Societe Generale	27.466	8/12/24	0.44	24.896		66.015	-41.119	-62.29	-40.37
		GSK	2,463.266	8/12/24	0.42	2,254.876		1,922.401	332.475	17.29	9.11
	L	Ericsson	10.566	8/12/24	1.14	9.707		12.114	-2.407	-19.87	-18.43
		Prudential	995.648	8/12/24	0.41	977.785		1,154.827	-177.042	-15.33	-8.37
		⇓instrument	freshest		⇓ Δday	12/12/11	Δwk	3/14/11	prc diff	⇓ Δ39	⇓∅-RS
	L	DuPont	78.330	8/12/24	-0.25						-na-
		BP	688.837	8/12/24	1.35	696.594		738.735	-42.142	-5.70	-3.02
		IBM	189.480	8/12/24	-1.03	192.180		161.390	30.790	19.08	14.87
	L	Anglo American	3,498.245	8/12/24	0.29	3,677.663		4,969.134	-1,291.471	-25.99	-17.94
	S	Ford Motor	9.860	8/12/24	-2.38	10.850		14.300	-3.450	-24.13	-17.31
	S	Orange	13.539	8/12/24	-0.25	16.423		21.138	-4.714	-22.30	-17.19
	S	Intel	19.360	8/12/24	-1.78	24.000		20.840	3.160	15.16	10.50
	S	BASF	55.253	8/12/24	-0.22	69.080		80.378	-11.298	-14.06	-12.22
		E.on	16.497	8/12/24	0.78	20.686		27.651	-6.965	-25.19	-14.86
	S	Volkswagen	125.150	8/12/24	-0.47	160.620		157.208	3.412	2.17	-3.75
		Carrefour	18.378	8/12/24	-0.36	23.865		43.625	-19.759	-45.29	-29.34
	S	Engie	20.526	8/12/24	0.49	27.714		37.476	-9.763	-26.05	-17.61
		Banco Santander	5.473	8/12/24	-0.24	7.655		11.289	-3.634	-32.19	-22.13
		UnibailRodaWestfield	5.670	8/12/24	0.73	8.387		9.795	-1.408	-14.37	-8.09
	S	Nissan Motor	5.285	8/09/24	-0.56	8.865		8.710	0.155	1.77	-6.52
		Vivendi	12.700	8/12/24	0.40	21.515		26.224	-4.709	-17.96	-11.80
		Repsol	17.086	8/12/24	0.67	29.962		31.967	-2.005	-6.27	-0.93
	L	Bayer	34.747	8/12/24	-0.04	61.330		75.620	-14.290	-18.90	-13.20
		Deutsche Bank	17.813	8/12/24	0.14	31.869		50.476	-18.607	-36.86	-22.69
		Standard Chartered	1,131.347	8/12/24	0.92	2,224.304		2,562.172	-337.867	-13.19	-9.32
	L	Vodafone	116.645	8/12/24	0.87	271.320		281.469	-10.149	-3.61	-0.49
		Telefónica	5.397	8/12/24	0.12	18.070		24.393	-6.323	-25.92	-18.70
SP Global 100 - 95 out of 96 instruments rated - 12/12/11 / 3/14/11 - 34 did rise, Market-Ratio(39) in USD = 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 in Dollar * A39 - 55/40 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	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	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	5.750	12.350		6.600	115	221,290	45
short	8/01/11	4/30/12	273		Carrefour	100	7,655	28.907	20.110	41.553	12.646	44	318,093	62
long	4/30/12	10/20/14	903		Apple	100	15,251	20.856	24.940		4.084	20	380,374	7
short	10/20/14	11/03/14	14		Deutsche Bank	100	13,794	27.573	27.646	27.501	-0.072	0	379,378	-7
long	11/03/14	8/24/15	294		Apple	100	13,871	27.350	25.788		-1.563	-6	357,704	-7
short	8/24/15	9/12/16	385		RWE	100	23,305	15.348	16.458	14.239	-1.110	-7	331,845	-7
long	9/12/16	7/02/18	658		Anglo American	100	30,361	10.930	21.635		10.705	98	656,864	46
short	7/02/18	7/15/19	378		Deutsche Bank	100	61,733	10.640	7.754	14.601	3.960	37	901,348	36
long	7/15/19	3/09/20	238		LVMH	100	2,105	428.031	387.571		-40.460	-9	816,179	-14
short	3/09/20	12/07/20	273		DuPont	100	23,219	35.150	65.430	4.870	-30.280	-86	113,108	-93
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1,616	69.965	62.428		-7.537	-11	100,928	-9
short	3/07/22	3/21/22	14		Vivendi	100	8,639	11.683	12.965	10.401	-1.282	-11	89,852	-95
long	3/21/22	6/13/22	84		Chevron	100	545	164.640	167.330		2.690	2	91,318	7
short	6/13/22	12/05/22	175		Philips	100	4,115	22.191	14.959	32.921	10.729	48	135,469	128
long	12/05/22	12/19/22	14		Merck (MSD)	100	1,231	110.010	109.440		-0.570	-1	134,767	-13
short	12/19/22	1/23/23	35		Credit Suisse	100	45,066	2.990	3.413	2.568	-0.423	-14	115,712	-80
long	1/23/23	10/23/23	273		Münchener Rück	100	326	353.906	396.949		43.043	12	129,744	17
short	10/23/23	12/11/23	49		Pfizer	100	4,207	30.840	28.640	33.209	2.369	8	139,711	74
long	12/11/23	8/12/24	245		Intel	100	3,136	44.540	19.360		-25.180	-57	60,746	-71
accum	1/14/08	8/12/24	6727	days out of 7469 invested (90%)							507		60,746	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	10.93	21.64		10.71	97.94	97.94
Philips	short	6/13/22	12/05/22	175	22.19	14.96	32.92	10.73	48.35	48.35
Carrefour	short	8/01/11	4/30/12	273	28.91	20.11	41.55	12.65	43.75	43.75
Deutsche Bank	short	10/20/14	11/03/14	14	27.57	27.65	27.50	-0.07	-0.26
	short	7/02/18	7/15/19	378	10.64	7.75	14.60	3.96	37.22	36.86
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
Münchener Rück	long	1/23/23	10/23/23	273	353.91	396.95		43.04	12.16	12.16
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
RWE	short	8/24/15	9/12/16	385	15.35	16.46	14.24	-1.11	-7.23	-7.23
LVMH	long	7/15/19	3/09/20	238	428.03	387.57		-40.46	-9.45	-9.45
Mercedes-Benz	long	12/07/20	3/07/22	455	69.96	62.43		-7.54	-10.77	-10.77
Vivendi	short	3/07/22	3/21/22	14	11.68	12.96	10.40	-1.28	-10.97	-10.97
Credit Suisse	short	12/19/22	1/23/23	35	2.99	3.41	2.57	-0.42	-14.14	-14.14
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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