Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 12/26/11 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/26/11	⇓ Δwk	3/28/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,159.380		1,281.330	-121.950	-9.52	USD	-4.48
	S	Bristol-Myers	47.060	8/12/24	0.73	35.230		26.980	8.250	30.58	USD	23.73
	S	McDonald´s	269.460	8/12/24	0.58	100.550		75.000	25.550	34.07	USD	21.54
		Samsung Electronics	75,500.000	8/12/24	1.07	21,160.000		18,800.000	2,360.000	12.55	KRW	19.66
	L	Philip Morris	116.090	8/12/24	0.07	78.830		65.170	13.660	20.96	USD	19.18
	L	Unilever	55.100	8/12/24	-0.36	26.150		22.065	4.085	18.51	EUR	14.00
		GSK	1,572.000	8/12/24	0.42	1,475.280		1,189.190	286.090	24.06	GBP	14.00
		Nike	74.640	8/12/24	0.40	24.443		18.973	5.470	28.83	USD	13.66
	L	Alphabet A	162.290	8/12/24	-0.84	16.056		14.429	1.627	11.28	USD	13.44
		Shell	33.025	8/12/24	0.93	28.040		25.455	2.585	10.16	EUR	13.27
	L	Apple	217.530	8/12/24	0.71	14.519		12.516	2.003	16.01	USD	12.98
	S	Intel	19.360	8/12/24	-1.78	24.560		20.340	4.220	20.75	USD	12.67
	S	Diageo	2,451.500	8/12/24	1.03	1,396.500		1,165.000	231.500	19.87	GBP	12.67
	L	Pfizer	28.450	8/12/24	-0.35	21.770		20.270	1.500	7.40	USD	12.62
		Merck (MSD)	113.480	8/12/24	-0.93	37.750		32.450	5.300	16.33	USD	11.18
	L	Walmart	68.700	8/12/24	1.10	19.943		17.397	2.547	14.64	USD	10.74
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	46.670		40.245	6.425	15.96	USD	10.32
		IBM	189.480	8/12/24	-1.03	184.950		161.370	23.580	14.61	USD	9.42
		Marsh & McLennan	217.350	8/12/24	-1.23	31.790		29.820	1.970	6.61	USD	9.12
		Sanofi	95.670	8/12/24	-0.60	55.210		49.055	6.155	12.55	EUR	8.68
		Repsol	12.765	8/12/24	0.67	23.530		24.250	-0.720	-2.97	EUR	8.05
		Chevron	145.020	8/12/24	0.02	107.980		106.040	1.940	1.83	USD	7.98
		Exxon Mobil	119.000	8/12/24	0.13	85.280		83.470	1.810	2.17	USD	7.84
	L	Fox A	38.830	8/12/24	-1.27	17.750		17.090	0.660	3.86	USD	7.61
	L	Novartis	96.740	8/12/24	0.16	44.460		42.120	2.340	5.56	CHF	5.52
		⇓instrument	freshest		⇓ Δday	12/26/11	⇓ Δwk	3/28/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Coca-Cola	68.170	8/12/24	-0.74	34.940		32.515	2.425	7.46	USD	5.30
	L	Procter & Gamble	166.810	8/12/24	-2.19	66.790		60.660	6.130	10.11	USD	4.93
	S	Johnson & Johnson	159.880	8/12/24	-0.46	66.020		59.240	6.780	11.44	USD	4.21
	S	Kimberly-Clark	34.140	8/12/24	-1.01	24.970		24.280	0.690	2.84	MXN	3.84
	L	Vodafone	74.440	8/12/24	0.87	176.500		177.800	-1.300	-0.73	GBP	3.77
	S	National Grid	978.400	8/12/24	-0.04	619.500		592.000	27.500	4.65	GBP	3.68
	L	Nestlé	88.640	8/12/24	-0.40	53.200		52.300	0.900	1.72	CHF	2.94
		PepsiCo	171.420	8/12/24	-0.56	66.380		64.340	2.040	3.17	USD	2.20
		BP	439.600	8/12/24	1.35	455.750		477.100	-21.350	-4.47	GBP	1.99
		TotalEnergies	61.720	8/12/24	0.60	38.840		42.605	-3.765	-8.84	EUR	1.21
		General Electric	166.870	8/12/24	-0.16	144.080		158.000	-13.920	-8.81	USD	0.69
		Microsoft	406.810	8/12/24	0.19	26.040		25.410	0.630	2.48	USD	0.10
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,952.000		2,872.500	79.500	2.77	GBP	-0.16
		Swiss Re	104.000	8/12/24	0.10	47.510		51.500	-3.990	-7.75	CHF	-0.32
		Seven & i	1,672.500	8/09/24	-0.54	702.000		675.000	27.000	4.00	JPY	-0.39
		Bridgestone	5,582.000	8/09/24	-1.33	1,712.000		1,753.000	-41.000	-2.34	JPY	-0.65
	S	Volkswagen	93.500	8/12/24	-0.47	118.500		112.200	6.300	5.61	EUR	-0.86
		L´Oreal	376.650	8/12/24	-1.59	79.720		82.000	-2.280	-2.78	EUR	-2.07
	L	Bayer	25.960	8/12/24	-0.04	48.270		53.080	-4.810	-9.06	EUR	-4.14
		Caterpillar	336.030	8/12/24	-0.66	91.550		109.400	-17.850	-16.32	USD	-4.48
	L	3M	123.360	8/12/24	-0.65	82.280		92.120	-9.840	-10.68	USD	-4.59
	S	BASF	41.280	8/12/24	-0.22	53.170		59.090	-5.920	-10.02	EUR	-5.45
	L	Texas Instruments	192.060	8/12/24	-0.08	29.630		34.490	-4.860	-14.09	USD	-5.60
	S	LVMH	635.100	8/12/24	-0.14	107.900		110.900	-3.000	-2.71	EUR	-5.83
		Prudential	635.400	8/12/24	0.41	623.500		724.500	-101.000	-13.94	GBP	-6.05
		⇓instrument	freshest		⇓ Δday	12/26/11	⇓ Δwk	3/28/11	prc diff	⇓ Δ39	Curr	∅-RS
		UnibailRodaWestfield	5.550	8/12/24	0.73	8.160		9.620	-1.460	-15.18	AUD	-6.97
	L	Münchener Rück	439.200	8/12/24	1.01	94.390		108.950	-14.560	-13.36	EUR	-7.00
	L	Raytheon Tech	116.600	8/12/24	0.39	46.589		52.530	-5.941	-11.31	USD	-7.08
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.590		8.827	-2.237	-25.34	EUR	-7.19
		Canon	4,525.000	8/09/24	1.64	3,412.000		3,541.000	-129.000	-3.64	JPY	-7.23
		Vivendi	9.488	8/12/24	0.40	16.035		19.146	-3.111	-16.25	EUR	-7.64
		Standard Chartered	722.000	8/12/24	0.92	1,394.500		1,623.500	-229.000	-14.11	GBP	-7.99
	L	Ericsson	71.080	8/12/24	1.14	70.400		81.500	-11.100	-13.62	SEK	-8.50
	L	Philips	26.060	8/12/24	-0.91	15.855		22.180	-6.325	-28.52	EUR	-9.21
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.807		10.735	-1.928	-17.96	EUR	-9.77
	L	ABB	45.510	8/12/24	0.55	17.420		21.820	-4.400	-20.16	CHF	-9.81
	S	Nissan Motor	410.200	8/09/24	-0.56	676.000		725.000	-49.000	-6.76	JPY	-10.22
		Allianz	255.900	8/12/24		75.350		98.850	-23.500	-23.77	EUR	-11.66
		E.on	12.325	8/12/24	0.78	15.141		19.355	-4.214	-21.77	EUR	-12.12
		Siemens	157.200	8/12/24	0.01	70.900		91.471	-20.571	-22.49	EUR	-12.20
		Deutsche Bank	13.308	8/12/24	0.14	25.321		35.434	-10.113	-28.54	EUR	-13.32
	S	Engie	15.335	8/12/24	0.49	20.535		27.895	-7.360	-26.38	EUR	-13.90
		JP Morgan Chase	206.190	8/12/24	0.19	33.030		45.960	-12.930	-28.13	USD	-14.36
	S	Orange	10.115	8/12/24	-0.25	11.970		15.655	-3.685	-23.54	EUR	-15.03
	L	Anglo American	2,232.500	8/12/24	0.29	2,338.000		3,184.000	-846.000	-26.57	GBP	-15.36
		BHP	2,094.000	8/12/24	-0.14	1,847.500		2,363.500	-516.000	-21.83	GBP	-15.60
	S	Ford Motor	9.860	8/12/24	-2.38	10.810		14.860	-4.050	-27.25	USD	-16.12
		Telefónica	4.032	8/12/24	0.12	13.250		17.855	-4.605	-25.79	EUR	-16.13
		Toyota	2,447.500	8/09/24	-0.14	506.000		662.000	-156.000	-23.56	JPY	-16.38
		Banco Santander	4.089	8/12/24	-0.24	5.812		8.381	-2.569	-30.65	EUR	-16.59
		⇓instrument	freshest		⇓ Δday	12/26/11	⇓ Δwk	3/28/11	prc diff	⇓ Δ39	Curr	∅-RS
		Honda Motor	1,420.000	8/09/24	-0.14	776.670		1,013.000	-236.330	-23.33	JPY	-16.81
		UBS	24.850	8/12/24	0.44	11.220		17.050	-5.830	-34.19	CHF	-16.93
	L	HSBC	643.900	8/12/24	0.22	487.050		653.500	-166.450	-25.47	GBP	-17.04
		Axa	32.350	8/12/24	-0.77	10.245		14.750	-4.505	-30.54	EUR	-17.86
		ING Groep	15.232	8/12/24	0.21	5.650		9.412	-3.762	-39.97	EUR	-18.58
	S	Mercedes-Benz	57.480	8/12/24	-0.57	34.415		48.270	-13.855	-28.70	EUR	-19.59
		Rio Tinto	4,942.000	8/12/24	0.56	3,091.000		4,279.000	-1,188.000	-27.76	GBP	-19.97
		Schneider Electric	211.250	8/12/24	0.38	39.120		59.200	-20.080	-33.92	EUR	-20.75
		Aegon	5.562	8/12/24	0.22	3.173		5.338	-2.165	-40.56	EUR	-20.79
		Aviva	484.200	8/12/24	0.35	295.800		434.700	-138.900	-31.95	GBP	-21.55
		Barclays	220.100	8/12/24	0.85	159.068		270.103	-111.035	-41.11	GBP	-21.91
		Saint-Gobain	73.560	8/12/24	-0.41	28.930		43.125	-14.195	-32.92	EUR	-22.23
	L	HP	33.780	8/12/24	0.72	11.649		19.137	-7.489	-39.13	USD	-22.42
	L	RWE	32.360	8/12/24	1.70	27.515		44.568	-17.053	-38.26	EUR	-22.56
		Citigroup	57.840	8/12/24		26.900		44.300	-17.400	-39.28	USD	-24.63
	L	Morgan Stanley	94.840	8/12/24	0.13	15.290		27.180	-11.890	-43.75	USD	-25.44
	L	Goldman Sachs	485.500	8/12/24	-0.97	91.900		156.470	-64.570	-41.27	USD	-27.52
		Carrefour	13.730	8/12/24	-0.36	17.085		31.675	-14.590	-46.06	EUR	-27.82
		Panasonic	1,058.500	8/09/24	1.34	641.000		1,008.000	-367.000	-36.41	JPY	-27.86
	S	Sony	12,325.000	8/09/24	0.28	1,386.000		2,593.000	-1,207.000	-46.55	JPY	-29.21
		Societe Generale	20.520	8/12/24	0.44	16.860		48.350	-31.490	-65.13	EUR	-41.78
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 12/26/11 / 3/28/11 - 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


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