Share-o-matic - Assessment SP Global 100

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

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/12/12	⇓ Δwk	6/13/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,241.130		1,257.560	-16.430	-1.31	USD	3.42
	L	Apple	217.530	8/12/24	0.71	19.714		11.664	8.050	69.01	USD	44.84
		Samsung Electronics	75,500.000	8/12/24	1.07	24,200.000		16,380.000	7,820.000	47.74	KRW	33.03
		Nike	74.640	8/12/24	0.40	27.363		20.128	7.235	35.95	USD	22.83
		Microsoft	406.810	8/12/24	0.19	32.040		24.040	8.000	33.28	USD	21.71
	S	Diageo	2,451.500	8/12/24	1.03	1,553.000		1,271.000	282.000	22.19	GBP	20.82
	L	Philip Morris	116.090	8/12/24	0.07	84.540		67.530	17.010	25.19	USD	20.22
	S	Intel	19.360	8/12/24	-1.78	26.985		21.385	5.600	26.19	USD	18.85
		Swiss Re	104.000	8/12/24	0.10	55.450		49.190	6.260	12.73	CHF	17.61
		Toyota	2,447.500	8/09/24	-0.14	681.000		638.000	43.000	6.74	JPY	17.22
		Bridgestone	5,582.000	8/09/24	-1.33	2,063.000		1,826.000	237.000	12.98	JPY	17.12
	S	Mercedes-Benz	57.480	8/12/24	-0.57	47.670		46.630	1.040	2.23	EUR	16.64
	S	BASF	41.280	8/12/24	-0.22	65.520		63.190	2.330	3.69	EUR	16.15
		Honda Motor	1,420.000	8/09/24	-0.14	1,028.330		964.000	64.330	6.67	JPY	15.59
	S	Volkswagen	93.500	8/12/24	-0.47	140.610		126.200	14.410	11.42	EUR	15.50
	S	LVMH	635.100	8/12/24	-0.14	132.450		115.450	17.000	14.72	EUR	15.11
	S	Nissan Motor	410.200	8/09/24	-0.56	836.000		772.000	64.000	8.29	JPY	14.17
		IBM	189.480	8/12/24	-1.03	201.000		163.170	37.830	23.18	USD	14.12
		Barclays	220.100	8/12/24	0.85	217.865		240.497	-22.632	-9.41	GBP	13.59
	L	Fox A	38.830	8/12/24	-1.27	19.460		16.250	3.210	19.75	USD	13.47
		Caterpillar	336.030	8/12/24	-0.66	108.940		95.440	13.500	14.15	USD	11.96
		Sanofi	95.670	8/12/24	-0.60	58.120		52.080	6.040	11.60	EUR	11.72
		BP	439.600	8/12/24	1.35	495.700		437.550	58.150	13.29	GBP	11.26
		TotalEnergies	61.720	8/12/24	0.60	42.060		37.980	4.080	10.74	EUR	10.57
		L´Oreal	376.650	8/12/24	-1.59	89.230		84.470	4.760	5.64	EUR	10.18
		⇓instrument	freshest		⇓ Δday	3/12/12	⇓ Δwk	6/13/11	prc diff	⇓ Δ39	Curr	∅-RS
	S	Bristol-Myers	47.060	8/12/24	0.73	33.050		27.600	5.450	19.75	USD	10.18
		Deutsche Bank	13.308	8/12/24	0.14	30.339		33.616	-3.277	-9.75	EUR	10.17
	L	Münchener Rück	439.200	8/12/24	1.01	108.700		102.250	6.450	6.31	EUR	10.16
	S	McDonald´s	269.460	8/12/24	0.58	96.660		80.730	15.930	19.73	USD	10.12
	L	RWE	32.360	8/12/24	1.70	35.455		38.044	-2.589	-6.81	EUR	10.09
	L	Walmart	68.700	8/12/24	1.10	20.227		17.540	2.687	15.32	USD	9.98
	L	Bayer	25.960	8/12/24	-0.04	54.970		55.720	-0.750	-1.35	EUR	9.86
		Prudential	635.400	8/12/24	0.41	728.000		715.500	12.500	1.75	GBP	9.81
		Seven & i	1,672.500	8/09/24	-0.54	770.000		723.670	46.330	6.40	JPY	9.65
	L	Unilever	55.100	8/12/24	-0.36	25.865		22.215	3.650	16.43	EUR	9.64
		Merck (MSD)	113.480	8/12/24	-0.93	38.100		35.330	2.770	7.84	USD	9.45
		JP Morgan Chase	206.190	8/12/24	0.19	40.540		41.670	-1.130	-2.71	USD	9.27
	L	Nestlé	88.640	8/12/24	-0.40	56.650		53.200	3.450	6.48	CHF	9.07
		Allianz	255.900	8/12/24		89.199		92.180	-2.981	-3.23	EUR	8.18
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	47.240		42.670	4.570	10.71	USD	8.10
	L	Pfizer	28.450	8/12/24	-0.35	21.540		20.460	1.080	5.28	USD	8.02
		General Electric	166.870	8/12/24	-0.16	153.040		147.120	5.920	4.02	USD	7.97
		Shell	33.025	8/12/24	0.93	27.085		24.095	2.990	12.41	EUR	7.72
		Marsh & McLennan	217.350	8/12/24	-1.23	32.110		29.900	2.210	7.39	USD	7.72
		Chevron	145.020	8/12/24	0.02	110.000		98.930	11.070	11.19	USD	7.32
	L	Alphabet A	162.290	8/12/24	-0.84	15.176		12.657	2.518	19.90	USD	7.09
		GSK	1,572.000	8/12/24	0.42	1,437.000		1,292.440	144.560	11.19	GBP	6.92
		Schneider Electric	211.250	8/12/24	0.38	50.510		55.250	-4.740	-8.58	EUR	6.89
	S	National Grid	978.400	8/12/24	-0.04	654.500		594.500	60.000	10.09	GBP	6.78
		Exxon Mobil	119.000	8/12/24	0.13	85.550		79.230	6.320	7.98	USD	6.66
		⇓instrument	freshest		⇓ Δday	3/12/12	⇓ Δwk	6/13/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Raytheon Tech	116.600	8/12/24	0.39	52.857		52.089	0.768	1.47	USD	6.13
	L	Procter & Gamble	166.810	8/12/24	-2.19	67.710		64.770	2.940	4.54	USD	5.97
		Standard Chartered	722.000	8/12/24	0.92	1,563.500		1,553.000	10.500	0.68	GBP	5.11
		Citigroup	57.840	8/12/24		34.290		39.170	-4.880	-12.46	USD	4.64
		Aegon	5.562	8/12/24	0.22	3.897		4.527	-0.630	-13.92	EUR	4.40
	L	Coca-Cola	68.170	8/12/24	-0.74	35.075		32.560	2.515	7.72	USD	4.03
		Canon	4,525.000	8/09/24	1.64	3,694.000		3,762.000	-68.000	-1.81	JPY	4.00
		UnibailRodaWestfield	5.550	8/12/24	0.73	8.820		9.020	-0.200	-2.22	AUD	3.42
	L	Texas Instruments	192.060	8/12/24	-0.08	31.910		31.740	0.170	0.54	USD	3.26
	L	3M	123.360	8/12/24	-0.65	87.540		91.300	-3.760	-4.12	USD	2.37
	S	Ford Motor	9.860	8/12/24	-2.38	12.430		13.140	-0.710	-5.40	USD	2.13
	S	Kimberly-Clark	34.140	8/12/24	-1.01	24.670		24.710	-0.040	-0.16	MXN	1.77
	S	Johnson & Johnson	159.880	8/12/24	-0.46	65.100		66.590	-1.490	-2.24	USD	1.45
	S	Sony	12,325.000	8/09/24	0.28	1,733.000		2,009.000	-276.000	-13.74	JPY	0.94
	L	Goldman Sachs	485.500	8/12/24	-0.97	116.990		137.530	-20.540	-14.93	USD	0.71
		Axa	32.350	8/12/24	-0.77	11.940		14.735	-2.795	-18.97	EUR	0.41
	L	Vodafone	74.440	8/12/24	0.87	170.500		160.200	10.300	6.43	GBP	0.27
		ING Groep	15.232	8/12/24	0.21	6.622		7.910	-1.288	-16.28	EUR	0.19
	L	Novartis	96.740	8/12/24	0.16	41.830		43.250	-1.420	-3.28	CHF	0.11
	L	HSBC	643.900	8/12/24	0.22	556.100		616.200	-60.100	-9.75	GBP	-0.37
	L	ABB	45.510	8/12/24	0.55	18.630		21.830	-3.200	-14.66	CHF	-0.58
		Aviva	484.200	8/12/24	0.35	356.500		423.500	-67.000	-15.82	GBP	-0.66
		Saint-Gobain	73.560	8/12/24	-0.41	35.135		41.460	-6.325	-15.26	EUR	-1.07
		PepsiCo	171.420	8/12/24	-0.56	63.940		69.060	-5.120	-7.41	USD	-1.64
		UBS	24.850	8/12/24	0.44	12.420		15.450	-3.030	-19.61	CHF	-1.91
		⇓instrument	freshest		⇓ Δday	3/12/12	⇓ Δwk	6/13/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Anglo American	2,232.500	8/12/24	0.29	2,575.000		2,900.500	-325.500	-11.22	GBP	-2.52
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,876.500		3,090.500	-214.000	-6.92	GBP	-2.58
	L	Morgan Stanley	94.840	8/12/24	0.13	18.200		23.360	-5.160	-22.09	USD	-2.79
		Societe Generale	20.520	8/12/24	0.44	23.990		39.010	-15.020	-38.50	EUR	-3.00
		BHP	2,094.000	8/12/24	-0.14	2,013.500		2,280.000	-266.500	-11.69	GBP	-4.41
	L	Philips	26.060	8/12/24	-0.91	15.400		17.775	-2.375	-13.36	EUR	-4.90
		E.on	12.325	8/12/24	0.78	15.291		17.377	-2.086	-12.01	EUR	-4.90
		Siemens	157.200	8/12/24	0.01	72.579		86.813	-14.234	-16.40	EUR	-5.86
		Rio Tinto	4,942.000	8/12/24	0.56	3,450.500		4,105.500	-655.000	-15.95	GBP	-6.77
		Panasonic	1,058.500	8/09/24	1.34	734.000		923.000	-189.000	-20.48	JPY	-7.68
	L	Ericsson	71.080	8/12/24	1.14	68.150		87.700	-19.550	-22.29	SEK	-7.74
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.299		7.422	-1.123	-15.13	EUR	-7.77
		Banco Santander	4.089	8/12/24	-0.24	5.977		7.516	-1.539	-20.48	EUR	-8.61
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.714		10.275	-1.561	-15.19	EUR	-8.77
		Carrefour	13.730	8/12/24	-0.36	18.590		29.065	-10.475	-36.04	EUR	-10.71
		Repsol	12.765	8/12/24	0.67	19.185		21.915	-2.730	-12.46	EUR	-11.17
	S	Engie	15.335	8/12/24	0.49	19.500		24.070	-4.570	-18.99	EUR	-12.49
	S	Orange	10.115	8/12/24	-0.25	11.090		14.460	-3.370	-23.31	EUR	-15.76
		Telefónica	4.032	8/12/24	0.12	12.350		16.150	-3.800	-23.53	EUR	-16.68
		Vivendi	9.488	8/12/24	0.40	13.674		17.903	-4.229	-23.62	EUR	-17.11
	L	HP	33.780	8/12/24	0.72	10.917		15.736	-4.818	-30.62	USD	-19.83
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 3/12/12 / 6/13/11 - 48 did rise, Market-Ratio(39) = 50.53 %

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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