Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 2/27/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/27/12	⇓ Δwk	5/30/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,250.710		1,316.000	-65.290	-4.96	USD	4.05
	L	Apple	217.530	8/12/24	0.71	18.777		12.422	6.355	51.16	USD	39.85
		Samsung Electronics	75,500.000	8/12/24	1.07	23,420.000		17,700.000	5,720.000	32.32	KRW	29.89
		Nike	74.640	8/12/24	0.40	26.793		21.113	5.680	26.90	USD	21.09
		Microsoft	406.810	8/12/24	0.19	31.350		25.010	6.340	25.35	USD	19.88
	L	Philip Morris	116.090	8/12/24	0.07	83.100		71.750	11.350	15.82	USD	19.43
	S	Intel	19.360	8/12/24	-1.78	26.890		22.510	4.380	19.46	USD	19.40
		Caterpillar	336.030	8/12/24	-0.66	115.630		105.800	9.830	9.29	USD	19.23
	S	Diageo	2,451.500	8/12/24	1.03	1,501.000		1,294.000	207.000	16.00	GBP	17.77
	S	BASF	41.280	8/12/24	-0.22	65.810		61.920	3.890	6.28	EUR	16.98
		Toyota	2,447.500	8/09/24	-0.14	681.000		660.000	21.000	3.18	JPY	16.79
		Barclays	220.100	8/12/24	0.85	225.209		255.554	-30.345	-11.87	GBP	16.63
		Honda Motor	1,420.000	8/09/24	-0.14	1,035.000		1,018.000	17.000	1.67	JPY	15.85
	S	McDonald´s	269.460	8/12/24	0.58	100.360		81.540	18.820	23.08	USD	15.56
		Swiss Re	104.000	8/12/24	0.10	54.350		50.000	4.350	8.70	CHF	15.16
	S	Nissan Motor	410.200	8/09/24	-0.56	841.000		788.000	53.000	6.73	JPY	14.81
	S	Volkswagen	93.500	8/12/24	-0.47	138.640		123.950	14.690	11.85	EUR	14.57
	L	Fox A	38.830	8/12/24	-1.27	19.490		18.340	1.150	6.27	USD	14.14
		IBM	189.480	8/12/24	-1.03	197.530		168.930	28.600	16.93	USD	13.05
		BP	439.600	8/12/24	1.35	501.700		468.350	33.350	7.12	GBP	12.66
	S	Mercedes-Benz	57.480	8/12/24	-0.57	46.085		48.060	-1.975	-4.11	EUR	12.47
	L	Bayer	25.960	8/12/24	-0.04	55.910		55.820	0.090	0.16	EUR	11.68
		Bridgestone	5,582.000	8/09/24	-1.33	1,950.000		1,814.000	136.000	7.50	JPY	11.38
	L	Münchener Rück	439.200	8/12/24	1.01	109.800		105.050	4.750	4.52	EUR	10.95
		Merck (MSD)	113.480	8/12/24	-0.93	38.150		36.750	1.400	3.81	USD	10.25
		⇓instrument	freshest		⇓ Δday	2/27/12	⇓ Δwk	5/30/11	prc diff	⇓ Δ39	Curr	∅-RS
		Allianz	255.900	8/12/24		91.291		94.500	-3.209	-3.40	EUR	10.20
		TotalEnergies	61.720	8/12/24	0.60	41.970		39.445	2.525	6.40	EUR	10.17
	S	Bristol-Myers	47.060	8/12/24	0.73	32.650		28.760	3.890	13.53	USD	9.84
		Shell	33.025	8/12/24	0.93	27.450		24.665	2.785	11.29	EUR	9.39
		Exxon Mobil	119.000	8/12/24	0.13	87.230		83.470	3.760	4.50	USD	8.84
	S	LVMH	635.100	8/12/24	-0.14	124.700		118.000	6.700	5.68	EUR	8.81
		Prudential	635.400	8/12/24	0.41	719.500		737.500	-18.000	-2.44	GBP	8.60
		Standard Chartered	722.000	8/12/24	0.92	1,612.500		1,628.000	-15.500	-0.95	GBP	8.31
		Sanofi	95.670	8/12/24	-0.60	56.050		54.090	1.960	3.62	EUR	8.24
	L	Alphabet A	162.290	8/12/24	-0.84	15.280		13.266	2.014	15.18	USD	7.88
	L	Nestlé	88.640	8/12/24	-0.40	55.650		54.400	1.250	2.30	CHF	7.40
		General Electric	166.870	8/12/24	-0.16	152.560		157.120	-4.560	-2.90	USD	7.32
		Chevron	145.020	8/12/24	0.02	109.630		104.910	4.720	4.50	USD	7.19
	L	Pfizer	28.450	8/12/24	-0.35	21.260		21.450	-0.190	-0.89	USD	7.00
	L	Texas Instruments	192.060	8/12/24	-0.08	33.110		35.300	-2.190	-6.20	USD	6.83
		Deutsche Bank	13.308	8/12/24	0.14	29.645		34.578	-4.933	-14.27	EUR	6.76
	L	Unilever	55.100	8/12/24	-0.36	24.985		22.540	2.445	10.85	EUR	6.50
	L	Walmart	68.700	8/12/24	1.10	19.487		18.407	1.080	5.87	USD	6.46
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	46.195		43.765	2.430	5.55	USD	6.43
		Marsh & McLennan	217.350	8/12/24	-1.23	31.550		30.670	0.880	2.87	USD	6.03
	S	National Grid	978.400	8/12/24	-0.04	646.500		626.000	20.500	3.27	GBP	5.98
		GSK	1,572.000	8/12/24	0.42	1,412.820		1,329.710	83.110	6.25	GBP	5.86
	L	Raytheon Tech	116.600	8/12/24	0.39	52.631		55.236	-2.605	-4.72	USD	5.70
		L´Oreal	376.650	8/12/24	-1.59	85.440		85.970	-0.530	-0.62	EUR	5.68
		Schneider Electric	211.250	8/12/24	0.38	49.905		55.400	-5.495	-9.92	EUR	5.04
		⇓instrument	freshest		⇓ Δday	2/27/12	⇓ Δwk	5/30/11	prc diff	⇓ Δ39	Curr	∅-RS
		JP Morgan Chase	206.190	8/12/24	0.19	39.060		43.240	-4.180	-9.67	USD	4.77
		Seven & i	1,672.500	8/09/24	-0.54	735.330		698.330	37.000	5.30	JPY	4.67
	L	Procter & Gamble	166.810	8/12/24	-2.19	66.700		67.000	-0.300	-0.45	USD	4.67
		Canon	4,525.000	8/09/24	1.64	3,724.000		3,815.000	-91.000	-2.39	JPY	4.65
		Aegon	5.562	8/12/24	0.22	3.917		4.802	-0.885	-18.43	EUR	3.83
	S	Sony	12,325.000	8/09/24	0.28	1,802.000		2,147.000	-345.000	-16.07	JPY	3.32
		Aviva	484.200	8/12/24	0.35	372.300		436.900	-64.600	-14.79	GBP	2.93
	L	RWE	32.360	8/12/24	1.70	33.465		40.182	-6.717	-16.72	EUR	2.79
	L	3M	123.360	8/12/24	-0.65	88.070		94.380	-6.310	-6.69	USD	2.79
		UnibailRodaWestfield	5.550	8/12/24	0.73	8.790		9.310	-0.520	-5.59	AUD	2.71
	L	Coca-Cola	68.170	8/12/24	-0.74	34.415		33.405	1.010	3.02	USD	2.34
	L	Vodafone	74.440	8/12/24	0.87	172.000		168.950	3.050	1.81	GBP	1.04
	S	Johnson & Johnson	159.880	8/12/24	-0.46	64.450		67.290	-2.840	-4.22	USD	0.67
	S	Ford Motor	9.860	8/12/24	-2.38	12.300		14.920	-2.620	-17.56	USD	0.50
	L	Anglo American	2,232.500	8/12/24	0.29	2,675.000		3,030.000	-355.000	-11.72	GBP	0.44
		Axa	32.350	8/12/24	-0.77	12.025		14.530	-2.505	-17.24	EUR	0.40
		ING Groep	15.232	8/12/24	0.21	6.670		8.276	-1.606	-19.41	EUR	-0.01
		UBS	24.850	8/12/24	0.44	12.750		16.100	-3.350	-20.81	CHF	-0.48
		Saint-Gobain	73.560	8/12/24	-0.41	35.550		44.695	-9.145	-20.46	EUR	-0.54
		Citigroup	57.840	8/12/24		32.930		41.150	-8.220	-19.98	USD	-0.56
		Rio Tinto	4,942.000	8/12/24	0.56	3,702.000		4,245.000	-543.000	-12.79	GBP	-0.63
	S	Kimberly-Clark	34.140	8/12/24	-1.01	24.000		22.110	1.890	8.55	MXN	-0.82
	L	ABB	45.510	8/12/24	0.55	18.690		22.610	-3.920	-17.34	CHF	-0.92
	L	Goldman Sachs	485.500	8/12/24	-0.97	116.230		140.730	-24.500	-17.41	USD	-0.99
	L	Novartis	96.740	8/12/24	0.16	41.400		45.080	-3.680	-8.16	CHF	-1.10
		⇓instrument	freshest		⇓ Δday	2/27/12	⇓ Δwk	5/30/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Morgan Stanley	94.840	8/12/24	0.13	18.750		24.160	-5.410	-22.39	USD	-1.26
	L	HSBC	643.900	8/12/24	0.22	553.500		634.800	-81.300	-12.81	GBP	-1.48
		BHP	2,094.000	8/12/24	-0.14	2,089.000		2,403.000	-314.000	-13.07	GBP	-1.51
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.759		7.728	-0.969	-12.54	EUR	-1.84
		PepsiCo	171.420	8/12/24	-0.56	63.320		71.120	-7.800	-10.97	USD	-2.61
	L	Philips	26.060	8/12/24	-0.91	15.840		19.060	-3.220	-16.89	EUR	-3.49
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,841.000		3,177.500	-336.500	-10.59	GBP	-3.97
		Panasonic	1,058.500	8/09/24	1.34	770.000		937.000	-167.000	-17.82	JPY	-4.45
		E.on	12.325	8/12/24	0.78	15.514		17.777	-2.264	-12.73	EUR	-4.54
		Repsol	12.765	8/12/24	0.67	20.730		22.830	-2.100	-9.20	EUR	-4.64
		Banco Santander	4.089	8/12/24	-0.24	6.270		7.786	-1.516	-19.47	EUR	-5.12
		Vivendi	9.488	8/12/24	0.40	15.793		18.348	-2.555	-13.93	EUR	-5.31
		Societe Generale	20.520	8/12/24	0.44	23.710		41.995	-18.285	-43.54	EUR	-6.01
		Siemens	157.200	8/12/24	0.01	72.288		87.706	-15.418	-17.58	EUR	-7.11
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.867		10.170	-1.303	-12.81	EUR	-7.53
	L	Ericsson	71.080	8/12/24	1.14	66.100		91.850	-25.750	-28.03	SEK	-11.24
	S	Orange	10.115	8/12/24	-0.25	11.715		15.785	-4.070	-25.78	EUR	-12.07
	S	Engie	15.335	8/12/24	0.49	19.680		25.245	-5.565	-22.04	EUR	-12.86
	L	HP	33.780	8/12/24	0.72	11.921		16.976	-5.055	-29.78	USD	-14.04
		Telefónica	4.032	8/12/24	0.12	12.905		16.610	-3.705	-22.31	EUR	-14.08
		Carrefour	13.730	8/12/24	-0.36	17.910		30.285	-12.375	-40.86	EUR	-15.71
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 2/27/12 / 5/30/11 - 41 did rise, Market-Ratio(39) = 43.16 %

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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