Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 1/23/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	1/23/12	⇓ Δwk	4/25/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,211.860		1,322.920	-111.060	-8.40	USD	0.32
		Samsung Electronics	75,500.000	8/12/24	1.07	22,500.000		17,860.000	4,640.000	25.98	KRW	26.26
	S	Intel	19.360	8/12/24	-1.78	26.710		21.940	4.770	21.74	USD	20.94
	S	McDonald´s	269.460	8/12/24	0.58	100.950		77.130	23.820	30.88	USD	19.48
	L	Apple	217.530	8/12/24	0.71	15.265		12.607	2.657	21.08	USD	16.85
		Nike	74.640	8/12/24	0.40	25.390		20.028	5.363	26.78	USD	16.84
		Microsoft	406.810	8/12/24	0.19	29.730		25.610	4.120	16.09	USD	14.60
	L	Fox A	38.830	8/12/24	-1.27	19.210		17.460	1.750	10.02	USD	14.38
		Merck (MSD)	113.480	8/12/24	-0.93	38.770		34.330	4.440	12.93	USD	13.63
	S	Volkswagen	93.500	8/12/24	-0.47	134.500		121.010	13.490	11.15	EUR	12.77
	L	Walmart	68.700	8/12/24	1.10	20.303		17.790	2.513	14.13	USD	11.94
	S	Bristol-Myers	47.060	8/12/24	0.73	32.470		27.740	4.730	17.05	USD	11.75
		GSK	1,572.000	8/12/24	0.42	1,452.610		1,269.770	182.840	14.40	GBP	10.94
		Caterpillar	336.030	8/12/24	-0.66	106.370		108.850	-2.480	-2.28	USD	10.82
	S	Diageo	2,451.500	8/12/24	1.03	1,387.500		1,205.000	182.500	15.15	GBP	10.70
		Shell	33.025	8/12/24	0.93	27.605		25.775	1.830	7.10	EUR	10.66
	L	Pfizer	28.450	8/12/24	-0.35	21.710		20.140	1.570	7.80	USD	10.64
	L	Philip Morris	116.090	8/12/24	0.07	74.860		67.600	7.260	10.74	USD	10.58
		IBM	189.480	8/12/24	-1.03	189.980		167.670	22.310	13.31	USD	10.49
		Swiss Re	104.000	8/12/24	0.10	52.250		50.950	1.300	2.55	CHF	10.22
		Exxon Mobil	119.000	8/12/24	0.13	87.470		86.220	1.250	1.45	USD	9.53
	L	Unilever	55.100	8/12/24	-0.36	25.285		22.885	2.400	10.49	EUR	9.26
		Prudential	635.400	8/12/24	0.41	716.500		755.000	-38.500	-5.10	GBP	8.43
		Sanofi	95.670	8/12/24	-0.60	55.440		53.170	2.270	4.27	EUR	8.12
		BP	439.600	8/12/24	1.35	476.700		464.200	12.500	2.69	GBP	6.98
		⇓instrument	freshest		⇓ Δday	1/23/12	⇓ Δwk	4/25/11	prc diff	⇓ Δ39	Curr	∅-RS
		Marsh & McLennan	217.350	8/12/24	-1.23	31.400		29.610	1.790	6.05	USD	6.64
	L	Texas Instruments	192.060	8/12/24	-0.08	33.190		35.420	-2.230	-6.30	USD	6.55
	L	Bayer	25.960	8/12/24	-0.04	53.250		57.120	-3.870	-6.78	EUR	6.35
	S	LVMH	635.100	8/12/24	-0.14	120.550		119.800	0.750	0.63	EUR	5.88
		General Electric	166.870	8/12/24	-0.16	151.520		159.120	-7.600	-4.78	USD	5.85
		Standard Chartered	722.000	8/12/24	0.92	1,580.000		1,624.500	-44.500	-2.74	GBP	5.74
		Chevron	145.020	8/12/24	0.02	107.010		107.420	-0.410	-0.38	USD	5.59
	S	BASF	41.280	8/12/24	-0.22	58.950		66.600	-7.650	-11.49	EUR	5.28
	L	Vodafone	74.440	8/12/24	0.87	178.850		172.950	5.900	3.41	GBP	4.93
	S	Kimberly-Clark	34.140	8/12/24	-1.01	25.170		23.580	1.590	6.74	MXN	4.54
		TotalEnergies	61.720	8/12/24	0.60	40.000		42.030	-2.030	-4.83	EUR	4.48
		ING Groep	15.232	8/12/24	0.21	7.101		8.789	-1.688	-19.21	EUR	4.42
		Barclays	220.100	8/12/24	0.85	205.671		278.832	-73.161	-26.24	GBP	4.17
	L	ABB	45.510	8/12/24	0.55	19.850		22.560	-2.710	-12.01	CHF	3.96
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,069.500		3,068.000	1.500	0.05	GBP	3.70
	L	Alphabet A	162.290	8/12/24	-0.84	14.683		13.167	1.516	11.52	USD	3.47
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	44.185		39.950	4.235	10.60	USD	3.33
	L	Nestlé	88.640	8/12/24	-0.40	53.250		54.050	-0.800	-1.48	CHF	3.11
	L	Coca-Cola	68.170	8/12/24	-0.74	34.265		33.870	0.395	1.17	USD	2.68
	L	Novartis	96.740	8/12/24	0.16	43.000		42.250	0.750	1.78	CHF	2.27
	S	Johnson & Johnson	159.880	8/12/24	-0.46	65.000		64.110	0.890	1.39	USD	2.21
	L	Procter & Gamble	166.810	8/12/24	-2.19	65.000		63.370	1.630	2.57	USD	1.93
	S	National Grid	978.400	8/12/24	-0.04	614.000		607.000	7.000	1.15	GBP	1.83
		PepsiCo	171.420	8/12/24	-0.56	66.100		67.030	-0.930	-1.39	USD	1.79
	S	Ford Motor	9.860	8/12/24	-2.38	12.660		15.540	-2.880	-18.53	USD	1.28
		⇓instrument	freshest		⇓ Δday	1/23/12	⇓ Δwk	4/25/11	prc diff	⇓ Δ39	Curr	∅-RS
		Schneider Electric	211.250	8/12/24	0.38	48.605		58.650	-10.045	-17.13	EUR	0.85
		Allianz	255.900	8/12/24		84.750		103.150	-18.400	-17.84	EUR	0.82
		BHP	2,094.000	8/12/24	-0.14	2,159.000		2,560.000	-401.000	-15.66	GBP	0.51
		Repsol	12.765	8/12/24	0.67	22.040		23.465	-1.425	-6.07	EUR	0.46
		Deutsche Bank	13.308	8/12/24	0.14	28.526		35.421	-6.895	-19.47	EUR	0.22
	S	Mercedes-Benz	57.480	8/12/24	-0.57	41.685		51.960	-10.275	-19.77	EUR	0.21
		Seven & i	1,672.500	8/09/24	-0.54	700.670		658.330	42.340	6.43	JPY	-0.36
	L	3M	123.360	8/12/24	-0.65	85.610		94.120	-8.510	-9.04	USD	-0.39
		L´Oreal	376.650	8/12/24	-1.59	80.700		85.660	-4.960	-5.79	EUR	-0.57
		JP Morgan Chase	206.190	8/12/24	0.19	37.660		44.610	-6.950	-15.58	USD	-0.59
	L	Anglo American	2,232.500	8/12/24	0.29	2,685.500		3,132.000	-446.500	-14.26	GBP	-0.61
	L	Münchener Rück	439.200	8/12/24	1.01	99.340		109.900	-10.560	-9.61	EUR	-0.78
		Aegon	5.562	8/12/24	0.22	3.851		5.382	-1.531	-28.45	EUR	-0.80
		Rio Tinto	4,942.000	8/12/24	0.56	3,736.000		4,405.500	-669.500	-15.20	GBP	-1.06
		Axa	32.350	8/12/24	-0.77	12.050		15.325	-3.275	-21.37	EUR	-1.33
		UBS	24.850	8/12/24	0.44	12.890		17.230	-4.340	-25.19	CHF	-1.95
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.851		8.266	-1.415	-17.12	EUR	-2.46
		Bridgestone	5,582.000	8/09/24	-1.33	1,685.000		1,730.000	-45.000	-2.60	JPY	-2.87
		Aviva	484.200	8/12/24	0.35	357.400		438.200	-80.800	-18.44	GBP	-2.99
	L	Raytheon Tech	116.600	8/12/24	0.39	48.370		54.462	-6.092	-11.19	USD	-3.12
		UnibailRodaWestfield	5.550	8/12/24	0.73	8.380		9.330	-0.950	-10.18	AUD	-3.26
		Honda Motor	1,420.000	8/09/24	-0.14	882.330		1,023.330	-141.000	-13.78	JPY	-3.28
		Siemens	157.200	8/12/24	0.01	76.072		93.974	-17.902	-19.05	EUR	-4.31
		Saint-Gobain	73.560	8/12/24	-0.41	34.580		47.090	-12.510	-26.57	EUR	-4.91
	L	HSBC	643.900	8/12/24	0.22	544.900		659.600	-114.700	-17.39	GBP	-4.96
		⇓instrument	freshest		⇓ Δday	1/23/12	⇓ Δwk	4/25/11	prc diff	⇓ Δ39	Curr	∅-RS
	S	Nissan Motor	410.200	8/09/24	-0.56	704.000		763.000	-59.000	-7.73	JPY	-5.13
		Canon	4,525.000	8/09/24	1.64	3,400.000		3,561.000	-161.000	-4.52	JPY	-5.96
	L	Morgan Stanley	94.840	8/12/24	0.13	18.210		25.780	-7.570	-29.36	USD	-7.40
		Toyota	2,447.500	8/09/24	-0.14	545.000		644.000	-99.000	-15.37	JPY	-8.09
		Vivendi	9.488	8/12/24	0.40	15.687		20.003	-4.316	-21.58	EUR	-8.19
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.780		11.230	-2.450	-21.82	EUR	-9.48
	L	HP	33.780	8/12/24	0.72	13.025		18.406	-5.382	-29.24	USD	-9.90
	L	Philips	26.060	8/12/24	-0.91	15.155		20.280	-5.125	-25.27	EUR	-10.69
	L	Goldman Sachs	485.500	8/12/24	-0.97	108.190		152.190	-44.000	-28.91	USD	-10.74
		Banco Santander	4.089	8/12/24	-0.24	5.980		8.180	-2.200	-26.89	EUR	-12.08
	S	Engie	15.335	8/12/24	0.49	20.360		27.325	-6.965	-25.49	EUR	-12.86
		Citigroup	57.840	8/12/24		29.850		45.200	-15.350	-33.96	USD	-12.94
		Telefónica	4.032	8/12/24	0.12	13.385		17.720	-4.335	-24.46	EUR	-13.58
		E.on	12.325	8/12/24	0.78	14.436		20.368	-5.932	-29.12	EUR	-14.25
		Societe Generale	20.520	8/12/24	0.44	22.800		43.500	-20.700	-47.59	EUR	-14.82
	S	Orange	10.115	8/12/24	-0.25	11.445		15.530	-4.085	-26.30	EUR	-16.96
	L	Ericsson	71.080	8/12/24	1.14	61.050		91.750	-30.700	-33.46	SEK	-19.88
	L	RWE	32.360	8/12/24	1.70	26.290		43.118	-16.828	-39.03	EUR	-22.77
	S	Sony	12,325.000	8/09/24	0.28	1,420.000		2,456.000	-1,036.000	-42.18	JPY	-23.10
		Panasonic	1,058.500	8/09/24	1.34	642.000		990.000	-348.000	-35.15	JPY	-24.27
		Carrefour	13.730	8/12/24	-0.36	17.050		31.100	-14.050	-45.18	EUR	-24.35
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 1/23/12 / 4/25/11 - 35 did rise, Market-Ratio(39) = 36.84 %

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