Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 1/16/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	1/16/12	⇓ Δwk	4/18/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,176.710		1,279.510	-102.800	-8.03	USD	-2.74
		Samsung Electronics	75,500.000	8/12/24	1.07	22,100.000		18,080.000	4,020.000	22.23	KRW	24.28
	S	McDonald´s	269.460	8/12/24	0.58	100.550		77.000	23.550	30.58	USD	19.67
	S	Bristol-Myers	47.060	8/12/24	0.73	33.720		27.580	6.140	22.26	USD	16.64
	L	Apple	217.530	8/12/24	0.71	15.168		11.852	3.316	27.98	USD	16.59
		Nike	74.640	8/12/24	0.40	24.810		19.645	5.165	26.29	USD	14.52
		Merck (MSD)	113.480	8/12/24	-0.93	38.820		33.930	4.890	14.41	USD	14.06
	L	Fox A	38.830	8/12/24	-1.27	19.020		16.980	2.040	12.01	USD	13.87
	S	Intel	19.360	8/12/24	-1.78	25.040		19.620	5.420	27.62	USD	13.74
	L	Philip Morris	116.090	8/12/24	0.07	75.900		65.760	10.140	15.42	USD	12.79
	S	Diageo	2,451.500	8/12/24	1.03	1,406.000		1,179.000	227.000	19.25	GBP	12.44
	L	Pfizer	28.450	8/12/24	-0.35	21.935		20.400	1.535	7.52	USD	12.16
		GSK	1,572.000	8/12/24	0.42	1,456.140		1,250.130	206.010	16.48	GBP	11.59
	L	Unilever	55.100	8/12/24	-0.36	25.760		22.345	3.415	15.28	EUR	11.57
	L	Alphabet A	162.290	8/12/24	-0.84	15.763		13.212	2.552	19.31	USD	11.04
	L	Walmart	68.700	8/12/24	1.10	19.950		17.770	2.180	12.27	USD	10.16
		Shell	33.025	8/12/24	0.93	27.290		24.910	2.380	9.55	EUR	9.56
		Sanofi	95.670	8/12/24	-0.60	55.960		50.780	5.180	10.20	EUR	9.32
		Microsoft	406.810	8/12/24	0.19	28.255		25.080	3.175	12.66	USD	8.89
	L	Bayer	25.960	8/12/24	-0.04	53.900		54.450	-0.550	-1.01	EUR	7.60
	S	Volkswagen	93.500	8/12/24	-0.47	128.200		111.300	16.900	15.18	EUR	7.55
		Exxon Mobil	119.000	8/12/24	0.13	85.690		83.100	2.590	3.12	USD	7.47
		Caterpillar	336.030	8/12/24	-0.66	102.910		103.900	-0.990	-0.95	USD	7.35
		BP	439.600	8/12/24	1.35	478.000		451.650	26.350	5.83	GBP	7.18
		Marsh & McLennan	217.350	8/12/24	-1.23	31.330		29.050	2.280	7.85	USD	6.65
		⇓instrument	freshest		⇓ Δday	1/16/12	⇓ Δwk	4/18/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Novartis	96.740	8/12/24	0.16	44.420		40.520	3.900	9.62	CHF	5.58
		Chevron	145.020	8/12/24	0.02	106.720		104.500	2.220	2.12	USD	5.58
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	44.865		40.675	4.190	10.30	USD	5.20
		IBM	189.480	8/12/24	-1.03	180.000		165.940	14.060	8.47	USD	5.06
		General Electric	166.870	8/12/24	-0.16	149.920		159.840	-9.920	-6.21	USD	4.75
	S	National Grid	978.400	8/12/24	-0.04	628.500		589.000	39.500	6.71	GBP	4.59
	S	Kimberly-Clark	34.140	8/12/24	-1.01	25.000		23.580	1.420	6.02	MXN	3.88
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,070.500		2,952.500	118.000	4.00	GBP	3.80
		Swiss Re	104.000	8/12/24	0.10	49.140		51.700	-2.560	-4.95	CHF	3.49
	S	BASF	41.280	8/12/24	-0.22	57.920		62.260	-4.340	-6.97	EUR	3.47
	L	Vodafone	74.440	8/12/24	0.87	175.850		174.600	1.250	0.72	GBP	3.18
	L	Procter & Gamble	166.810	8/12/24	-2.19	65.735		64.000	1.735	2.71	USD	3.09
		TotalEnergies	61.720	8/12/24	0.60	39.485		40.660	-1.175	-2.89	EUR	3.01
	S	LVMH	635.100	8/12/24	-0.14	117.050		109.750	7.300	6.65	EUR	2.81
	L	Nestlé	88.640	8/12/24	-0.40	53.050		52.200	0.850	1.63	CHF	2.77
	S	Johnson & Johnson	159.880	8/12/24	-0.46	65.120		60.460	4.660	7.71	USD	2.49
		Prudential	635.400	8/12/24	0.41	670.000		715.500	-45.500	-6.36	GBP	1.34
	L	Coca-Cola	68.170	8/12/24	-0.74	33.675		33.655	0.020	0.06	USD	1.03
		UnibailRodaWestfield	5.550	8/12/24	0.73	8.760		9.250	-0.490	-5.30	AUD	0.91
		Repsol	12.765	8/12/24	0.67	22.095		22.635	-0.540	-2.39	EUR	0.69
	L	ABB	45.510	8/12/24	0.55	19.220		21.410	-2.190	-10.23	CHF	0.38
		Seven & i	1,672.500	8/09/24	-0.54	701.000		687.330	13.670	1.99	JPY	-0.40
	L	Texas Instruments	192.060	8/12/24	-0.08	31.065		34.790	-3.725	-10.71	USD	-0.48
		PepsiCo	171.420	8/12/24	-0.56	64.650		67.150	-2.500	-3.72	USD	-0.50
		L´Oreal	376.650	8/12/24	-1.59	80.560		81.770	-1.210	-1.48	EUR	-0.81
		⇓instrument	freshest		⇓ Δday	1/16/12	⇓ Δwk	4/18/11	prc diff	⇓ Δ39	Curr	∅-RS
		Standard Chartered	722.000	8/12/24	0.92	1,468.000		1,616.000	-148.000	-9.16	GBP	-2.02
	L	3M	123.360	8/12/24	-0.65	84.230		91.450	-7.220	-7.90	USD	-2.08
		Bridgestone	5,582.000	8/09/24	-1.33	1,695.000		1,678.000	17.000	1.01	JPY	-2.10
	L	Raytheon Tech	116.600	8/12/24	0.39	48.483		51.416	-2.933	-5.70	USD	-2.95
		BHP	2,094.000	8/12/24	-0.14	2,080.000		2,454.500	-374.500	-15.26	GBP	-3.47
	L	Anglo American	2,232.500	8/12/24	0.29	2,595.000		2,983.000	-388.000	-13.01	GBP	-4.36
	S	Ford Motor	9.860	8/12/24	-2.38	12.015		14.620	-2.605	-17.82	USD	-4.57
	L	Münchener Rück	439.200	8/12/24	1.01	95.580		112.550	-16.970	-15.08	EUR	-4.85
		Rio Tinto	4,942.000	8/12/24	0.56	3,589.000		4,201.500	-612.500	-14.58	GBP	-5.30
	S	Mercedes-Benz	57.480	8/12/24	-0.57	39.345		48.625	-9.280	-19.08	EUR	-6.01
		Schneider Electric	211.250	8/12/24	0.38	45.320		54.325	-9.005	-16.58	EUR	-6.38
		Allianz	255.900	8/12/24		78.550		99.180	-20.630	-20.80	EUR	-6.89
		Siemens	157.200	8/12/24	0.01	73.830		89.685	-15.855	-17.68	EUR	-7.46
		Honda Motor	1,420.000	8/09/24	-0.14	848.000		1,006.000	-158.000	-15.71	JPY	-7.49
		Barclays	220.100	8/12/24	0.85	183.917		268.532	-84.615	-31.51	GBP	-7.52
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.920		11.110	-2.190	-19.71	EUR	-8.16
		JP Morgan Chase	206.190	8/12/24	0.19	34.910		43.960	-9.050	-20.59	USD	-8.28
	S	Nissan Motor	410.200	8/09/24	-0.56	683.000		734.000	-51.000	-6.95	JPY	-8.30
		ING Groep	15.232	8/12/24	0.21	6.254		8.367	-2.113	-25.25	EUR	-8.41
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.443		7.928	-1.485	-18.73	EUR	-8.65
		Canon	4,525.000	8/09/24	1.64	3,314.000		3,704.000	-390.000	-10.53	JPY	-8.75
		Vivendi	9.488	8/12/24	0.40	15.561		19.170	-3.609	-18.83	EUR	-9.36
	L	Ericsson	71.080	8/12/24	1.14	69.050		78.800	-9.750	-12.37	SEK	-9.59
	S	Engie	15.335	8/12/24	0.49	21.045		26.480	-5.435	-20.52	EUR	-10.43
		Aegon	5.562	8/12/24	0.22	3.501		5.037	-1.536	-30.49	EUR	-10.46
		⇓instrument	freshest		⇓ Δday	1/16/12	⇓ Δwk	4/18/11	prc diff	⇓ Δ39	Curr	∅-RS
		E.on	12.325	8/12/24	0.78	14.977		19.773	-4.795	-24.25	EUR	-11.64
	L	HSBC	643.900	8/12/24	0.22	507.700		643.800	-136.100	-21.14	GBP	-11.98
		Aviva	484.200	8/12/24	0.35	324.500		414.700	-90.200	-21.75	GBP	-12.39
		Saint-Gobain	73.560	8/12/24	-0.41	32.020		43.635	-11.615	-26.62	EUR	-12.41
		Toyota	2,447.500	8/09/24	-0.14	522.000		652.000	-130.000	-19.94	JPY	-12.47
		UBS	24.850	8/12/24	0.44	11.520		16.110	-4.590	-28.49	CHF	-12.99
		Deutsche Bank	13.308	8/12/24	0.14	24.874		34.050	-9.177	-26.95	EUR	-13.23
	L	Philips	26.060	8/12/24	-0.91	14.855		20.900	-6.045	-28.92	EUR	-13.24
		Telefónica	4.032	8/12/24	0.12	13.400		17.500	-4.100	-23.43	EUR	-13.94
		Axa	32.350	8/12/24	-0.77	10.535		14.440	-3.905	-27.04	EUR	-14.26
	S	Orange	10.115	8/12/24	-0.25	11.735		15.370	-3.635	-23.65	EUR	-15.35
		Banco Santander	4.089	8/12/24	-0.24	5.660		7.888	-2.228	-28.25	EUR	-17.38
	L	HP	33.780	8/12/24	0.72	12.014		18.052	-6.038	-33.45	USD	-17.71
	L	Morgan Stanley	94.840	8/12/24	0.13	16.250		26.550	-10.300	-38.79	USD	-18.20
	L	RWE	32.360	8/12/24	1.70	28.075		45.346	-17.271	-38.09	EUR	-18.43
		Citigroup	57.840	8/12/24		28.220		44.200	-15.980	-36.15	USD	-18.48
	L	Goldman Sachs	485.500	8/12/24	-0.97	97.680		153.780	-56.100	-36.48	USD	-20.26
		Carrefour	13.730	8/12/24	-0.36	16.580		29.945	-13.365	-44.63	EUR	-27.40
		Panasonic	1,058.500	8/09/24	1.34	607.000		1,008.000	-401.000	-39.78	JPY	-29.34
	S	Sony	12,325.000	8/09/24	0.28	1,306.000		2,445.000	-1,139.000	-46.58	JPY	-30.36
		Societe Generale	20.520	8/12/24	0.44	16.545		43.470	-26.925	-61.94	EUR	-39.40
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 1/16/12 / 4/18/11 - 37 did rise, Market-Ratio(39) = 38.95 %

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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