Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 12/19/11 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/19/11	⇓ Δwk	3/21/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,110.230		1,270.190	-159.960	-12.59	USD	-8.71
		Samsung Electronics	75,500.000	8/12/24	1.07	21,360.000		18,200.000	3,160.000	17.36	KRW	21.07
	S	Bristol-Myers	47.060	8/12/24	0.73	34.270		26.000	8.270	31.81	USD	20.92
	S	McDonald´s	269.460	8/12/24	0.58	97.240		73.760	23.480	31.83	USD	18.05
	L	Philip Morris	116.090	8/12/24	0.07	75.430		62.950	12.480	19.83	USD	14.55
		GSK	1,572.000	8/12/24	0.42	1,460.670		1,162.490	298.180	25.65	GBP	13.15
	L	Unilever	55.100	8/12/24	-0.36	25.385		21.510	3.875	18.01	EUR	10.81
	L	Alphabet A	162.290	8/12/24	-0.84	15.594		14.457	1.137	7.86	USD	10.26
	L	Pfizer	28.450	8/12/24	-0.35	21.140		19.975	1.165	5.83	USD	9.81
	S	Diageo	2,451.500	8/12/24	1.03	1,354.000		1,150.000	204.000	17.74	GBP	9.49
		Shell	33.025	8/12/24	0.93	26.920		24.935	1.985	7.96	EUR	8.94
		IBM	189.480	8/12/24	-1.03	182.890		157.680	25.210	15.99	USD	8.71
		Nike	74.640	8/12/24	0.40	23.345		19.210	4.135	21.53	USD	8.62
		Merck (MSD)	113.480	8/12/24	-0.93	36.470		32.390	4.080	12.60	USD	7.41
	L	Walmart	68.700	8/12/24	1.10	19.260		17.307	1.953	11.29	USD	7.09
	L	Apple	217.530	8/12/24	0.71	13.650		12.118	1.533	12.65	USD	6.58
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	44.955		39.205	5.750	14.67	USD	6.49
	S	Intel	19.360	8/12/24	-1.78	23.095		20.190	2.905	14.39	USD	6.12
		Sanofi	95.670	8/12/24	-0.60	53.660		47.990	5.670	11.81	EUR	5.81
	L	Novartis	96.740	8/12/24	0.16	44.000		40.990	3.010	7.34	CHF	4.30
		Marsh & McLennan	217.350	8/12/24	-1.23	30.290		29.440	0.850	2.89	USD	4.19
	L	Vodafone	74.440	8/12/24	0.87	174.500		176.000	-1.500	-0.85	GBP	2.64
	L	Procter & Gamble	166.810	8/12/24	-2.19	64.950		61.300	3.650	5.95	USD	2.04
		Repsol	12.765	8/12/24	0.67	22.175		23.820	-1.645	-6.91	EUR	1.92
	L	Fox A	38.830	8/12/24	-1.27	16.750		16.907	-0.157	-0.93	USD	1.85
		⇓instrument	freshest		⇓ Δday	12/19/11	⇓ Δwk	3/21/11	prc diff	⇓ Δ39	Curr	∅-RS
	S	National Grid	978.400	8/12/24	-0.04	607.500		578.000	29.500	5.10	GBP	1.82
	L	Coca-Cola	68.170	8/12/24	-0.74	33.685		31.785	1.900	5.98	USD	1.57
	S	Kimberly-Clark	34.140	8/12/24	-1.01	24.300		23.800	0.500	2.10	MXN	0.98
	L	Nestlé	88.640	8/12/24	-0.40	52.200		51.000	1.200	2.35	CHF	0.89
		Exxon Mobil	119.000	8/12/24	0.13	79.530		82.840	-3.310	-4.00	USD	0.76
	S	Johnson & Johnson	159.880	8/12/24	-0.46	63.530		58.830	4.700	7.99	USD	0.32
		Chevron	145.020	8/12/24	0.02	99.720		105.190	-5.470	-5.20	USD	-0.04
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,949.000		2,854.500	94.500	3.31	GBP	-0.25
		PepsiCo	171.420	8/12/24	-0.56	64.370		64.100	0.270	0.42	USD	-0.95
		Seven & i	1,672.500	8/09/24	-0.54	693.330		640.000	53.330	8.33	JPY	-1.67
		Bridgestone	5,582.000	8/09/24	-1.33	1,689.000		1,669.000	20.000	1.20	JPY	-1.94
		Microsoft	406.810	8/12/24	0.19	25.530		25.330	0.200	0.79	USD	-2.01
		BP	439.600	8/12/24	1.35	437.650		464.600	-26.950	-5.80	GBP	-2.19
		Swiss Re	104.000	8/12/24	0.10	46.630		50.850	-4.220	-8.30	CHF	-2.30
	S	Volkswagen	93.500	8/12/24	-0.47	115.600		111.750	3.850	3.45	EUR	-3.44
		L´Oreal	376.650	8/12/24	-1.59	77.710		80.480	-2.770	-3.44	EUR	-4.73
		TotalEnergies	61.720	8/12/24	0.60	36.525		41.515	-4.990	-12.02	EUR	-4.99
		General Electric	166.870	8/12/24	-0.16	134.880		157.760	-22.880	-14.50	USD	-5.83
		Canon	4,525.000	8/09/24	1.64	3,388.000		3,682.000	-294.000	-7.98	JPY	-8.23
		Prudential	635.400	8/12/24	0.41	608.000		723.000	-115.000	-15.91	GBP	-8.56
		UnibailRodaWestfield	5.550	8/12/24	0.73	8.020		9.610	-1.590	-16.55	AUD	-8.93
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.892		10.670	-1.778	-16.66	EUR	-9.05
	S	LVMH	635.100	8/12/24	-0.14	104.500		109.000	-4.500	-4.13	EUR	-9.09
		Caterpillar	336.030	8/12/24	-0.66	87.250		107.590	-20.340	-18.91	USD	-9.09
	S	BASF	41.280	8/12/24	-0.22	51.150		56.930	-5.780	-10.15	EUR	-9.35
		⇓instrument	freshest		⇓ Δday	12/19/11	⇓ Δwk	3/21/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	3M	123.360	8/12/24	-0.65	77.820		90.950	-13.130	-14.44	USD	-9.97
	L	Raytheon Tech	116.600	8/12/24	0.39	45.154		51.265	-6.111	-11.92	USD	-10.12
	S	Nissan Motor	410.200	8/09/24	-0.56	673.000		768.000	-95.000	-12.37	JPY	-10.89
	L	Ericsson	71.080	8/12/24	1.14	68.600		80.100	-11.500	-14.36	SEK	-11.05
	L	Texas Instruments	192.060	8/12/24	-0.08	27.950		33.680	-5.730	-17.01	USD	-11.21
		Standard Chartered	722.000	8/12/24	0.92	1,351.500		1,622.000	-270.500	-16.68	GBP	-11.27
		Vivendi	9.488	8/12/24	0.40	15.479		19.117	-3.638	-19.03	EUR	-11.29
	L	Bayer	25.960	8/12/24	-0.04	44.750		53.230	-8.480	-15.93	EUR	-11.53
	L	Münchener Rück	439.200	8/12/24	1.01	89.990		110.100	-20.110	-18.27	EUR	-11.73
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.200		8.694	-2.494	-28.69	EUR	-13.03
	L	ABB	45.510	8/12/24	0.55	16.800		21.530	-4.730	-21.97	CHF	-13.40
		Siemens	157.200	8/12/24	0.01	69.134		90.549	-21.415	-23.65	EUR	-14.86
		Allianz	255.900	8/12/24		72.163		97.900	-25.737	-26.29	EUR	-15.79
		E.on	12.325	8/12/24	0.78	14.600		19.168	-4.568	-23.83	EUR	-15.81
	L	Philips	26.060	8/12/24	-0.91	14.650		22.645	-7.995	-35.31	EUR	-16.78
	S	Orange	10.115	8/12/24	-0.25	11.715		15.540	-3.825	-24.61	EUR	-17.35
		BHP	2,094.000	8/12/24	-0.14	1,816.500		2,304.500	-488.000	-21.18	GBP	-17.55
	L	Anglo American	2,232.500	8/12/24	0.29	2,274.500		3,061.500	-787.000	-25.71	GBP	-18.19
		Toyota	2,447.500	8/09/24	-0.14	497.000		678.000	-181.000	-26.70	JPY	-18.33
	S	Engie	15.335	8/12/24	0.49	19.520		27.020	-7.500	-27.76	EUR	-18.73
		Telefónica	4.032	8/12/24	0.12	12.895		17.690	-4.795	-27.11	EUR	-18.85
	L	HSBC	643.900	8/12/24	0.22	478.250		633.800	-155.550	-24.54	GBP	-19.06
		Banco Santander	4.089	8/12/24	-0.24	5.600		8.363	-2.763	-33.04	EUR	-20.20
		Axa	32.350	8/12/24	-0.77	9.974		14.525	-4.551	-31.33	EUR	-20.46
		UBS	24.850	8/12/24	0.44	10.800		16.780	-5.980	-35.64	CHF	-20.62
		⇓instrument	freshest		⇓ Δday	12/19/11	⇓ Δwk	3/21/11	prc diff	⇓ Δ39	Curr	∅-RS
		JP Morgan Chase	206.190	8/12/24	0.19	30.700		45.630	-14.930	-32.72	USD	-20.84
		Honda Motor	1,420.000	8/09/24	-0.14	744.670		1,067.670	-323.000	-30.25	JPY	-20.87
		Deutsche Bank	13.308	8/12/24	0.14	23.124		35.063	-11.939	-34.05	EUR	-21.44
		Rio Tinto	4,942.000	8/12/24	0.56	3,027.000		4,057.500	-1,030.500	-25.40	GBP	-22.23
	S	Ford Motor	9.860	8/12/24	-2.38	10.020		14.590	-4.570	-31.32	USD	-23.03
	L	HP	33.780	8/12/24	0.72	11.412		18.967	-7.554	-39.83	USD	-24.77
		Aviva	484.200	8/12/24	0.35	284.900		450.800	-165.900	-36.80	GBP	-24.96
		Schneider Electric	211.250	8/12/24	0.38	37.285		58.225	-20.940	-35.96	EUR	-25.16
		Barclays	220.100	8/12/24	0.85	153.295		267.424	-114.129	-42.68	GBP	-25.45
		ING Groep	15.232	8/12/24	0.21	5.134		8.971	-3.837	-42.77	EUR	-26.59
		Saint-Gobain	73.560	8/12/24	-0.41	27.210		41.930	-14.720	-35.11	EUR	-27.45
	S	Mercedes-Benz	57.480	8/12/24	-0.57	31.345		46.860	-15.515	-33.11	EUR	-27.57
	L	RWE	32.360	8/12/24	1.70	26.015		43.681	-17.666	-40.44	EUR	-27.69
		Panasonic	1,058.500	8/09/24	1.34	641.000		1,005.000	-364.000	-36.22	JPY	-28.72
		Aegon	5.562	8/12/24	0.22	2.873		5.210	-2.337	-44.86	EUR	-28.98
		Carrefour	13.730	8/12/24	-0.36	16.590		31.660	-15.070	-47.60	EUR	-30.84
		Citigroup	57.840	8/12/24		24.820		44.300	-19.480	-43.97	USD	-31.37
	L	Goldman Sachs	485.500	8/12/24	-0.97	87.700		160.210	-72.510	-45.26	USD	-31.74
	L	Morgan Stanley	94.840	8/12/24	0.13	14.160		27.790	-13.630	-49.05	USD	-31.84
	S	Sony	12,325.000	8/09/24	0.28	1,317.000		2,645.000	-1,328.000	-50.21	JPY	-33.81
		Societe Generale	20.520	8/12/24	0.44	16.450		48.125	-31.675	-65.82	EUR	-44.36
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 12/19/11 / 3/21/11 - 32 did rise, Market-Ratio(39) = 33.68 %

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