Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 3/05/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/05/12	⇓ Δwk	6/06/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,245.770		1,275.330	-29.560	-2.32	USD	3.73
	L	Apple	217.530	8/12/24	0.71	19.041		12.073	6.969	57.72	USD	40.86
		Samsung Electronics	75,500.000	8/12/24	1.07	23,480.000		17,020.000	6,460.000	37.96	KRW	29.77
		Nike	74.640	8/12/24	0.40	27.310		19.943	7.368	36.94	USD	23.03
	L	Philip Morris	116.090	8/12/24	0.07	85.420		68.320	17.100	25.03	USD	22.13
		Barclays	220.100	8/12/24	0.85	233.615		243.868	-10.253	-4.20	GBP	21.45
		Microsoft	406.810	8/12/24	0.19	31.800		24.010	7.790	32.44	USD	21.25
	S	Diageo	2,451.500	8/12/24	1.03	1,527.500		1,291.000	236.500	18.32	GBP	19.37
	S	Volkswagen	93.500	8/12/24	-0.47	142.850		123.200	19.650	15.95	EUR	17.79
	S	Intel	19.360	8/12/24	-1.78	26.540		21.829	4.711	21.58	USD	17.37
	S	BASF	41.280	8/12/24	-0.22	65.650		62.860	2.790	4.44	EUR	16.52
		Swiss Re	104.000	8/12/24	0.10	54.250		49.680	4.570	9.20	CHF	15.03
	S	McDonald´s	269.460	8/12/24	0.58	99.940		80.700	19.240	23.84	USD	14.45
		IBM	189.480	8/12/24	-1.03	200.660		164.750	35.910	21.80	USD	14.41
	L	Fox A	38.830	8/12/24	-1.27	19.490		17.010	2.480	14.58	USD	13.90
		Caterpillar	336.030	8/12/24	-0.66	110.090		99.860	10.230	10.24	USD	13.29
		BP	439.600	8/12/24	1.35	504.600		450.900	53.700	11.91	GBP	13.28
	S	Mercedes-Benz	57.480	8/12/24	-0.57	46.000		47.200	-1.200	-2.54	EUR	12.45
		Toyota	2,447.500	8/09/24	-0.14	654.000		646.000	8.000	1.24	JPY	12.36
		Honda Motor	1,420.000	8/09/24	-0.14	999.670		996.670	3.000	0.30	JPY	12.12
	S	LVMH	635.100	8/12/24	-0.14	128.600		117.550	11.050	9.40	EUR	12.03
		Bridgestone	5,582.000	8/09/24	-1.33	1,967.000		1,784.000	183.000	10.26	JPY	11.98
		TotalEnergies	61.720	8/12/24	0.60	42.350		38.150	4.200	11.01	EUR	11.27
		Sanofi	95.670	8/12/24	-0.60	57.620		52.440	5.180	9.88	EUR	11.03
		Merck (MSD)	113.480	8/12/24	-0.93	38.450		35.560	2.890	8.13	USD	10.78
		⇓instrument	freshest		⇓ Δday	3/05/12	⇓ Δwk	6/06/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Münchener Rück	439.200	8/12/24	1.01	109.050		103.050	6.000	5.82	EUR	10.37
	L	Bayer	25.960	8/12/24	-0.04	55.220		56.250	-1.030	-1.83	EUR	10.32
	S	Bristol-Myers	47.060	8/12/24	0.73	32.920		27.970	4.950	17.70	USD	10.23
	S	Nissan Motor	410.200	8/09/24	-0.56	805.000		777.000	28.000	3.60	JPY	9.87
		L´Oreal	376.650	8/12/24	-1.59	88.480		85.750	2.730	3.18	EUR	9.41
		Allianz	255.900	8/12/24		89.910		91.700	-1.790	-1.95	EUR	8.77
		Shell	33.025	8/12/24	0.93	27.320		23.935	3.385	14.14	EUR	8.77
	L	Alphabet A	162.290	8/12/24	-0.84	15.404		13.067	2.337	17.89	USD	8.77
		JP Morgan Chase	206.190	8/12/24	0.19	40.400		40.530	-0.130	-0.32	USD	8.69
		Prudential	635.400	8/12/24	0.41	720.000		716.000	4.000	0.56	GBP	8.65
		Exxon Mobil	119.000	8/12/24	0.13	87.010		80.290	6.720	8.37	USD	8.53
		Schneider Electric	211.250	8/12/24	0.38	51.380		55.850	-4.470	-8.00	EUR	8.48
		Standard Chartered	722.000	8/12/24	0.92	1,612.000		1,581.500	30.500	1.93	GBP	8.29
		Deutsche Bank	13.308	8/12/24	0.14	29.900		34.148	-4.248	-12.44	EUR	8.17
	L	Pfizer	28.450	8/12/24	-0.35	21.500		20.740	0.760	3.66	USD	8.01
		Seven & i	1,672.500	8/09/24	-0.54	758.000		709.670	48.330	6.81	JPY	7.94
	L	Walmart	68.700	8/12/24	1.10	19.800		17.920	1.880	10.49	USD	7.93
	L	Unilever	55.100	8/12/24	-0.36	25.275		22.320	2.955	13.24	EUR	7.46
	L	Nestlé	88.640	8/12/24	-0.40	55.700		53.950	1.750	3.24	CHF	7.39
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	46.675		42.215	4.460	10.56	USD	7.20
		Marsh & McLennan	217.350	8/12/24	-1.23	31.890		30.070	1.820	6.05	USD	7.10
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.120		8.920	0.200	2.24	AUD	6.79
		Chevron	145.020	8/12/24	0.02	109.320		99.680	9.640	9.67	USD	6.78
	L	RWE	32.360	8/12/24	1.70	34.495		37.760	-3.265	-8.65	EUR	6.58
		General Electric	166.870	8/12/24	-0.16	150.800		147.680	3.120	2.11	USD	6.25
		⇓instrument	freshest		⇓ Δday	3/05/12	⇓ Δwk	6/06/11	prc diff	⇓ Δ39	Curr	∅-RS
	S	National Grid	978.400	8/12/24	-0.04	649.000		589.500	59.500	10.09	GBP	6.13
		Aegon	5.562	8/12/24	0.22	3.981		4.598	-0.617	-13.42	EUR	6.11
		GSK	1,572.000	8/12/24	0.42	1,414.330		1,310.570	103.760	7.92	GBP	5.61
	L	Raytheon Tech	116.600	8/12/24	0.39	52.417		52.681	-0.264	-0.50	USD	5.27
	L	Procter & Gamble	166.810	8/12/24	-2.19	66.950		65.500	1.450	2.21	USD	4.95
	L	Texas Instruments	192.060	8/12/24	-0.08	32.190		33.320	-1.130	-3.39	USD	3.99
		Canon	4,525.000	8/09/24	1.64	3,695.000		3,730.000	-35.000	-0.94	JPY	3.94
		ING Groep	15.232	8/12/24	0.21	6.877		8.079	-1.202	-14.88	EUR	3.62
		Axa	32.350	8/12/24	-0.77	12.320		14.450	-2.130	-14.74	EUR	3.28
	L	Coca-Cola	68.170	8/12/24	-0.74	34.615		32.710	1.905	5.82	USD	2.79
	S	Kimberly-Clark	34.140	8/12/24	-1.01	24.870		23.310	1.560	6.69	MXN	2.73
		Citigroup	57.840	8/12/24		33.680		38.070	-4.390	-11.53	USD	2.29
	S	Ford Motor	9.860	8/12/24	-2.38	12.460		13.910	-1.450	-10.42	USD	2.16
		Aviva	484.200	8/12/24	0.35	367.400		426.000	-58.600	-13.76	GBP	1.96
	L	3M	123.360	8/12/24	-0.65	87.060		90.620	-3.560	-3.93	USD	1.70
	L	Goldman Sachs	485.500	8/12/24	-0.97	118.630		133.900	-15.270	-11.40	USD	1.63
	S	Johnson & Johnson	159.880	8/12/24	-0.46	64.910		66.050	-1.140	-1.73	USD	1.30
	L	Vodafone	74.440	8/12/24	0.87	171.050		163.650	7.400	4.52	GBP	0.51
		Saint-Gobain	73.560	8/12/24	-0.41	35.610		44.255	-8.645	-19.53	EUR	-0.02
		Societe Generale	20.520	8/12/24	0.44	24.945		40.090	-15.145	-37.78	EUR	-0.03
	L	HSBC	643.900	8/12/24	0.22	558.600		625.800	-67.200	-10.74	GBP	-0.21
	L	Novartis	96.740	8/12/24	0.16	41.490		44.170	-2.680	-6.07	CHF	-0.79
		UBS	24.850	8/12/24	0.44	12.620		15.880	-3.260	-20.53	CHF	-0.91
	L	ABB	45.510	8/12/24	0.55	18.600		22.070	-3.470	-15.72	CHF	-1.06
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.694		7.680	-0.986	-12.84	EUR	-2.35
		⇓instrument	freshest		⇓ Δday	3/05/12	⇓ Δwk	6/06/11	prc diff	⇓ Δ39	Curr	∅-RS
		E.on	12.325	8/12/24	0.78	15.718		16.746	-1.027	-6.13	EUR	-2.73
	L	Morgan Stanley	94.840	8/12/24	0.13	18.290		22.520	-4.230	-18.78	USD	-2.99
	S	Sony	12,325.000	8/09/24	0.28	1,677.000		2,082.000	-405.000	-19.45	JPY	-3.14
	L	Anglo American	2,232.500	8/12/24	0.29	2,569.000		2,984.000	-415.000	-13.91	GBP	-3.17
		PepsiCo	171.420	8/12/24	-0.56	62.790		68.890	-6.100	-8.85	USD	-3.43
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,841.000		3,153.500	-312.500	-9.91	GBP	-3.87
	L	Philips	26.060	8/12/24	-0.91	15.570		18.410	-2.840	-15.43	EUR	-4.51
		Banco Santander	4.089	8/12/24	-0.24	6.230		7.789	-1.559	-20.02	EUR	-5.18
		BHP	2,094.000	8/12/24	-0.14	1,971.000		2,326.000	-355.000	-15.26	GBP	-6.82
		Siemens	157.200	8/12/24	0.01	72.064		87.531	-15.467	-17.67	EUR	-6.94
		Rio Tinto	4,942.000	8/12/24	0.56	3,422.000		4,148.000	-726.000	-17.50	GBP	-7.90
		Repsol	12.765	8/12/24	0.67	19.940		22.570	-2.630	-11.65	EUR	-8.00
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.676		10.005	-1.329	-13.28	EUR	-9.36
		Panasonic	1,058.500	8/09/24	1.34	720.000		900.000	-180.000	-20.00	JPY	-10.12
	L	Ericsson	71.080	8/12/24	1.14	66.150		88.200	-22.050	-25.00	SEK	-10.81
		Carrefour	13.730	8/12/24	-0.36	18.700		30.090	-11.390	-37.85	EUR	-10.99
	S	Engie	15.335	8/12/24	0.49	19.725		24.325	-4.600	-18.91	EUR	-12.02
		Telefónica	4.032	8/12/24	0.12	12.785		16.395	-3.610	-22.02	EUR	-14.31
	S	Orange	10.115	8/12/24	-0.25	11.335		15.275	-3.940	-25.79	EUR	-14.42
	L	HP	33.780	8/12/24	0.72	11.358		16.331	-4.973	-30.45	USD	-17.37
		Vivendi	9.488	8/12/24	0.40	13.688		18.290	-4.602	-25.16	EUR	-17.58
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 3/05/12 / 6/06/11 - 47 did rise, Market-Ratio(39) = 49.47 %

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