Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 1/30/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	1/30/12	⇓ Δwk	5/02/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,204.210		1,358.960	-154.750	-11.39	USD	-0.20
	L	Apple	217.530	8/12/24	0.71	16.179		12.367	3.812	30.82	USD	23.31
	S	Intel	19.360	8/12/24	-1.78	26.740		22.910	3.830	16.72	USD	20.58
		Samsung Electronics	75,500.000	8/12/24	1.07	21,320.000		17,980.000	3,340.000	18.58	KRW	19.43
		Nike	74.640	8/12/24	0.40	25.848		20.560	5.288	25.72	USD	18.50
	S	McDonald´s	269.460	8/12/24	0.58	98.690		78.640	20.050	25.50	USD	16.17
		Caterpillar	336.030	8/12/24	-0.66	110.410		114.370	-3.960	-3.46	USD	14.78
	S	Volkswagen	93.500	8/12/24	-0.47	136.810		134.150	2.660	1.98	EUR	14.40
		Microsoft	406.810	8/12/24	0.19	29.610		25.660	3.950	15.39	USD	14.05
		Merck (MSD)	113.480	8/12/24	-0.93	38.890		36.310	2.580	7.11	USD	13.70
	L	Fox A	38.830	8/12/24	-1.27	19.090		17.840	1.250	7.01	USD	13.24
	S	Diageo	2,451.500	8/12/24	1.03	1,418.000		1,226.000	192.000	15.66	GBP	12.86
	L	Walmart	68.700	8/12/24	1.10	20.433		18.347	2.087	11.37	USD	12.49
		IBM	189.480	8/12/24	-1.03	192.500		172.150	20.350	11.82	USD	11.58
	S	Bristol-Myers	47.060	8/12/24	0.73	32.250		28.450	3.800	13.36	USD	10.51
	L	Unilever	55.100	8/12/24	-0.36	25.530		22.410	3.120	13.92	EUR	10.11
	L	Philip Morris	116.090	8/12/24	0.07	74.900		69.310	5.590	8.07	USD	10.04
	L	Pfizer	28.450	8/12/24	-0.35	21.580		21.020	0.560	2.66	USD	9.64
		Sanofi	95.670	8/12/24	-0.60	56.190		53.880	2.310	4.29	EUR	9.42
		GSK	1,572.000	8/12/24	0.42	1,438.000		1,325.680	112.320	8.47	GBP	9.40
		Marsh & McLennan	217.350	8/12/24	-1.23	31.600		30.600	1.000	3.27	USD	7.06
		Exxon Mobil	119.000	8/12/24	0.13	85.490		86.970	-1.480	-1.70	USD	6.84
		Shell	33.025	8/12/24	0.93	26.685		26.085	0.600	2.30	EUR	6.81
	S	BASF	41.280	8/12/24	-0.22	59.810		68.620	-8.810	-12.84	EUR	6.71
	S	LVMH	635.100	8/12/24	-0.14	121.000		120.750	0.250	0.21	EUR	6.15
		⇓instrument	freshest		⇓ Δday	1/30/12	⇓ Δwk	5/02/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Bayer	25.960	8/12/24	-0.04	53.030		58.130	-5.100	-8.77	EUR	5.94
		General Electric	166.870	8/12/24	-0.16	151.200		163.840	-12.640	-7.71	USD	5.74
		Swiss Re	104.000	8/12/24	0.10	50.100		51.000	-0.900	-1.76	CHF	5.73
		Prudential	635.400	8/12/24	0.41	695.500		777.000	-81.500	-10.49	GBP	5.08
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	44.755		42.275	2.480	5.87	USD	4.45
		TotalEnergies	61.720	8/12/24	0.60	39.810		43.045	-3.235	-7.52	EUR	4.11
	L	Texas Instruments	192.060	8/12/24	-0.08	32.180		35.010	-2.830	-8.08	USD	3.38
		Standard Chartered	722.000	8/12/24	0.92	1,543.000		1,665.500	-122.500	-7.36	GBP	3.34
	S	Johnson & Johnson	159.880	8/12/24	-0.46	65.710		66.210	-0.500	-0.76	USD	3.24
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,055.000		3,062.000	-7.000	-0.23	GBP	3.19
	L	Nestlé	88.640	8/12/24	-0.40	53.200		54.100	-0.900	-1.66	CHF	3.01
		BP	439.600	8/12/24	1.35	458.450		457.950	0.500	0.11	GBP	2.96
	S	Mercedes-Benz	57.480	8/12/24	-0.57	42.345		52.510	-10.165	-19.36	EUR	2.26
	L	Alphabet A	162.290	8/12/24	-0.84	14.487		13.506	0.981	7.27	USD	2.16
		UnibailRodaWestfield	5.550	8/12/24	0.73	8.800		9.200	-0.400	-4.35	AUD	1.88
		Chevron	145.020	8/12/24	0.02	103.410		108.180	-4.770	-4.41	USD	1.78
	L	3M	123.360	8/12/24	-0.65	87.340		96.920	-9.580	-9.88	USD	1.73
	S	National Grid	978.400	8/12/24	-0.04	613.500		616.500	-3.000	-0.49	GBP	1.53
		Seven & i	1,672.500	8/09/24	-0.54	713.670		670.330	43.340	6.47	JPY	1.53
	S	Kimberly-Clark	34.140	8/12/24	-1.01	24.460		23.460	1.000	4.26	MXN	1.43
	L	Coca-Cola	68.170	8/12/24	-0.74	33.730		33.860	-0.130	-0.38	USD	0.92
		Rio Tinto	4,942.000	8/12/24	0.56	3,798.500		4,292.500	-494.000	-11.51	GBP	0.87
	L	Vodafone	74.440	8/12/24	0.87	171.800		172.300	-0.500	-0.29	GBP	0.79
		PepsiCo	171.420	8/12/24	-0.56	65.410		69.310	-3.900	-5.63	USD	0.73
		L´Oreal	376.650	8/12/24	-1.59	81.440		86.200	-4.760	-5.52	EUR	0.44
		⇓instrument	freshest		⇓ Δday	1/30/12	⇓ Δwk	5/02/11	prc diff	⇓ Δ39	Curr	∅-RS
		Barclays	220.100	8/12/24	0.85	197.265		264.375	-67.110	-25.38	GBP	0.39
		BHP	2,094.000	8/12/24	-0.14	2,151.000		2,487.000	-336.000	-13.51	GBP	0.35
	L	ABB	45.510	8/12/24	0.55	19.040		23.560	-4.520	-19.19	CHF	-0.09
		Bridgestone	5,582.000	8/09/24	-1.33	1,736.000		1,812.000	-76.000	-4.19	JPY	-0.15
	L	Münchener Rück	439.200	8/12/24	1.01	99.430		110.900	-11.470	-10.34	EUR	-0.41
		Allianz	255.900	8/12/24		83.300		106.000	-22.700	-21.42	EUR	-0.64
	L	Procter & Gamble	166.810	8/12/24	-2.19	63.210		65.180	-1.970	-3.02	USD	-0.84
		ING Groep	15.232	8/12/24	0.21	6.714		8.997	-2.283	-25.38	EUR	-1.02
	S	Ford Motor	9.860	8/12/24	-2.38	12.290		15.450	-3.160	-20.45	USD	-1.13
	L	Novartis	96.740	8/12/24	0.16	41.520		42.750	-1.230	-2.88	CHF	-1.15
		Honda Motor	1,420.000	8/09/24	-0.14	894.000		1,067.670	-173.670	-16.27	JPY	-1.58
		Repsol	12.765	8/12/24	0.67	21.510		24.395	-2.885	-11.83	EUR	-1.93
		JP Morgan Chase	206.190	8/12/24	0.19	37.010		45.180	-8.170	-18.08	USD	-2.00
	L	Raytheon Tech	116.600	8/12/24	0.39	48.842		56.639	-7.797	-13.77	USD	-2.06
	L	Anglo American	2,232.500	8/12/24	0.29	2,635.000		3,115.000	-480.000	-15.41	GBP	-2.21
		Schneider Electric	211.250	8/12/24	0.38	46.835		59.350	-12.515	-21.09	EUR	-2.59
	S	Nissan Motor	410.200	8/09/24	-0.56	720.000		808.000	-88.000	-10.89	JPY	-2.70
		Deutsche Bank	13.308	8/12/24	0.14	27.457		37.621	-10.164	-27.02	EUR	-3.08
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.736		8.561	-1.825	-21.32	EUR	-3.65
		Toyota	2,447.500	8/09/24	-0.14	568.000		652.000	-84.000	-12.88	JPY	-3.80
		UBS	24.850	8/12/24	0.44	12.480		17.100	-4.620	-27.02	CHF	-4.61
		Axa	32.350	8/12/24	-0.77	11.545		15.160	-3.615	-23.85	EUR	-5.09
		Canon	4,525.000	8/09/24	1.64	3,376.000		3,905.000	-529.000	-13.55	JPY	-6.29
		Aviva	484.200	8/12/24	0.35	342.700		450.300	-107.600	-23.90	GBP	-6.65
	L	Morgan Stanley	94.840	8/12/24	0.13	18.200		26.030	-7.830	-30.08	USD	-6.70
		⇓instrument	freshest		⇓ Δday	1/30/12	⇓ Δwk	5/02/11	prc diff	⇓ Δ39	Curr	∅-RS
		Saint-Gobain	73.560	8/12/24	-0.41	33.720		46.675	-12.955	-27.76	EUR	-6.92
	L	HSBC	643.900	8/12/24	0.22	527.500		662.500	-135.000	-20.38	GBP	-7.59
		Aegon	5.562	8/12/24	0.22	3.548		5.390	-1.842	-34.17	EUR	-8.10
	L	Goldman Sachs	485.500	8/12/24	-0.97	109.730		151.300	-41.570	-27.48	USD	-8.79
	L	Philips	26.060	8/12/24	-0.91	15.235		20.180	-4.945	-24.50	EUR	-9.55
		Vivendi	9.488	8/12/24	0.40	15.338		20.574	-5.236	-25.45	EUR	-9.74
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.722		11.270	-2.548	-22.61	EUR	-9.85
		Citigroup	57.840	8/12/24		30.230		44.900	-14.670	-32.67	USD	-11.08
		Banco Santander	4.089	8/12/24	-0.24	5.984		8.204	-2.220	-27.06	EUR	-11.39
		Siemens	157.200	8/12/24	0.01	70.114		94.925	-24.811	-26.14	EUR	-11.51
	L	HP	33.780	8/12/24	0.72	12.661		18.202	-5.540	-30.44	USD	-11.67
		E.on	12.325	8/12/24	0.78	14.718		21.064	-6.345	-30.12	EUR	-11.86
	S	Engie	15.335	8/12/24	0.49	20.435		27.730	-7.295	-26.31	EUR	-11.93
	L	RWE	32.360	8/12/24	1.70	29.150		43.980	-14.830	-33.72	EUR	-13.27
		Telefónica	4.032	8/12/24	0.12	13.250		18.210	-4.960	-27.24	EUR	-13.93
	L	Ericsson	71.080	8/12/24	1.14	63.850		94.200	-30.350	-32.22	SEK	-15.73
	S	Orange	10.115	8/12/24	-0.25	11.340		15.860	-4.520	-28.50	EUR	-17.15
		Carrefour	13.730	8/12/24	-0.36	17.515		31.990	-14.475	-45.25	EUR	-21.30
	S	Sony	12,325.000	8/09/24	0.28	1,402.000		2,354.000	-952.000	-40.44	JPY	-23.11
		Societe Generale	20.520	8/12/24	0.44	19.710		45.395	-25.685	-56.58	EUR	-25.49
		Panasonic	1,058.500	8/09/24	1.34	620.000		1,031.000	-411.000	-39.86	JPY	-26.05
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 1/30/12 / 5/02/11 - 26 did rise, Market-Ratio(39) = 27.37 %

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