Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 4/09/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/09/12	⇓ Δwk	7/11/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,226.530		1,273.930	-47.400	-3.72	USD	2.28
	L	Apple	217.530	8/12/24	0.71	22.722		12.643	10.080	79.73	USD	61.04
		Samsung Electronics	75,500.000	8/12/24	1.07	26,220.000		16,640.000	9,580.000	57.57	KRW	41.07
	L	Philip Morris	116.090	8/12/24	0.07	88.370		68.680	19.690	28.67	USD	22.87
		Nike	74.640	8/12/24	0.40	27.673		22.858	4.815	21.07	USD	21.18
	S	Intel	19.360	8/12/24	-1.78	27.760		22.850	4.910	21.49	USD	19.37
		Swiss Re	104.000	8/12/24	0.10	56.400		46.080	10.320	22.40	CHF	18.74
		JP Morgan Chase	206.190	8/12/24	0.19	43.890		39.430	4.460	11.31	USD	18.55
		Microsoft	406.810	8/12/24	0.19	31.100		26.630	4.470	16.79	USD	16.17
	S	Diageo	2,451.500	8/12/24	1.03	1,503.000		1,291.000	212.000	16.42	GBP	14.54
		Toyota	2,447.500	8/09/24	-0.14	667.000		684.000	-17.000	-2.49	JPY	14.45
		IBM	189.480	8/12/24	-1.03	204.940		174.990	29.950	17.12	USD	14.23
	S	Kimberly-Clark	34.140	8/12/24	-1.01	27.700		25.120	2.580	10.27	MXN	13.65
	S	Nissan Motor	410.200	8/09/24	-0.56	839.000		867.000	-28.000	-3.23	JPY	13.19
		Seven & i	1,672.500	8/09/24	-0.54	801.670		747.670	54.000	7.22	JPY	12.87
	L	Alphabet A	162.290	8/12/24	-0.84	15.820		13.223	2.597	19.64	USD	10.89
	L	Münchener Rück	439.200	8/12/24	1.01	109.150		101.800	7.350	7.22	EUR	10.35
	S	McDonald´s	269.460	8/12/24	0.58	98.880		85.350	13.530	15.85	USD	10.34
		L´Oreal	376.650	8/12/24	-1.59	89.720		88.540	1.180	1.33	EUR	10.01
		Merck (MSD)	113.480	8/12/24	-0.93	38.730		35.680	3.050	8.55	USD	9.90
	L	Pfizer	28.450	8/12/24	-0.35	22.050		20.040	2.010	10.03	USD	9.86
	L	Fox A	38.830	8/12/24	-1.27	19.030		15.480	3.550	22.93	USD	9.80
		Honda Motor	1,420.000	8/09/24	-0.14	975.330		1,085.670	-110.340	-10.16	JPY	9.48
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	48.520		44.150	4.370	9.90	USD	9.40
	S	BASF	41.280	8/12/24	-0.22	62.010		66.950	-4.940	-7.38	EUR	8.99
		⇓instrument	freshest		⇓ Δday	4/09/12	⇓ Δwk	7/11/11	prc diff	⇓ Δ39	Curr	∅-RS
		General Electric	166.870	8/12/24	-0.16	153.600		149.040	4.560	3.06	USD	8.42
	S	Bristol-Myers	47.060	8/12/24	0.73	33.040		28.890	4.150	14.36	USD	8.15
	L	RWE	32.360	8/12/24	1.70	34.305		36.230	-1.925	-5.31	EUR	7.95
		Prudential	635.400	8/12/24	0.41	718.000		710.500	7.500	1.06	GBP	7.85
	S	LVMH	635.100	8/12/24	-0.14	125.700		124.400	1.300	1.05	EUR	7.74
	L	Walmart	68.700	8/12/24	1.10	20.043		17.957	2.087	11.62	USD	7.72
	L	Coca-Cola	68.170	8/12/24	-0.74	36.435		34.050	2.385	7.00	USD	7.27
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.030		8.980	0.050	0.56	AUD	6.46
	L	Nestlé	88.640	8/12/24	-0.40	55.650		52.200	3.450	6.61	CHF	6.42
	L	Unilever	55.100	8/12/24	-0.36	25.430		23.185	2.245	9.68	EUR	6.40
		Caterpillar	336.030	8/12/24	-0.66	103.570		108.160	-4.590	-4.24	USD	6.33
		Marsh & McLennan	217.350	8/12/24	-1.23	31.850		30.490	1.360	4.46	USD	6.15
		Bridgestone	5,582.000	8/09/24	-1.33	1,888.000		1,955.000	-67.000	-3.43	JPY	5.73
		Sanofi	95.670	8/12/24	-0.60	55.720		54.570	1.150	2.11	EUR	5.66
		Citigroup	57.840	8/12/24		33.970		39.790	-5.820	-14.63	USD	4.98
		Deutsche Bank	13.308	8/12/24	0.14	28.683		32.769	-4.086	-12.47	EUR	4.82
		Exxon Mobil	119.000	8/12/24	0.13	83.880		81.900	1.980	2.42	USD	4.28
	L	Texas Instruments	192.060	8/12/24	-0.08	32.140		32.440	-0.300	-0.92	USD	4.22
		GSK	1,572.000	8/12/24	0.42	1,420.880		1,367.490	53.390	3.90	GBP	4.16
	L	Procter & Gamble	166.810	8/12/24	-2.19	66.810		64.720	2.090	3.23	USD	3.81
		Canon	4,525.000	8/09/24	1.64	3,699.000		3,875.000	-176.000	-4.54	JPY	3.58
	S	National Grid	978.400	8/12/24	-0.04	633.000		611.500	21.500	3.52	GBP	2.46
	L	Goldman Sachs	485.500	8/12/24	-0.97	117.020		132.020	-15.000	-11.36	USD	2.35
		Shell	33.025	8/12/24	0.93	25.795		25.465	0.330	1.30	EUR	2.08
		Allianz	255.900	8/12/24		83.387		91.360	-7.973	-8.73	EUR	1.58
		⇓instrument	freshest		⇓ Δday	4/09/12	⇓ Δwk	7/11/11	prc diff	⇓ Δ39	Curr	∅-RS
	S	Ford Motor	9.860	8/12/24	-2.38	12.220		13.320	-1.100	-8.26	USD	1.55
	L	Bayer	25.960	8/12/24	-0.04	50.690		56.090	-5.400	-9.63	EUR	1.33
	L	Raytheon Tech	116.600	8/12/24	0.39	50.491		56.092	-5.601	-9.99	USD	1.29
	L	3M	123.360	8/12/24	-0.65	86.330		96.560	-10.230	-10.59	USD	1.20
		Chevron	145.020	8/12/24	0.02	103.490		104.410	-0.920	-0.88	USD	0.68
	S	Volkswagen	93.500	8/12/24	-0.47	124.300		144.050	-19.750	-13.71	EUR	0.68
		Barclays	220.100	8/12/24	0.85	190.568		216.110	-25.542	-11.82	GBP	0.44
		PepsiCo	171.420	8/12/24	-0.56	65.350		69.300	-3.950	-5.70	USD	0.43
	S	Johnson & Johnson	159.880	8/12/24	-0.46	64.920		67.270	-2.350	-3.49	USD	0.38
	S	Mercedes-Benz	57.480	8/12/24	-0.57	40.815		51.000	-10.185	-19.97	EUR	0.08
	L	Vodafone	74.440	8/12/24	0.87	169.700		164.000	5.700	3.48	GBP	0.01
		Standard Chartered	722.000	8/12/24	0.92	1,481.500		1,627.500	-146.000	-8.97	GBP	-0.27
		BP	439.600	8/12/24	1.35	445.350		459.100	-13.750	-2.99	GBP	-0.31
	L	Novartis	96.740	8/12/24	0.16	41.670		42.920	-1.250	-2.91	CHF	-0.35
		Aegon	5.562	8/12/24	0.22	3.659		4.388	-0.729	-16.61	EUR	-0.60
	L	Morgan Stanley	94.840	8/12/24	0.13	17.980		21.580	-3.600	-16.68	USD	-2.00
		TotalEnergies	61.720	8/12/24	0.60	37.135		39.330	-2.195	-5.58	EUR	-2.18
	L	HSBC	643.900	8/12/24	0.22	537.000		615.500	-78.500	-12.75	GBP	-2.85
		E.on	12.325	8/12/24	0.78	15.400		17.264	-1.864	-10.79	EUR	-2.98
		Schneider Electric	211.250	8/12/24	0.38	45.285		54.075	-8.790	-16.26	EUR	-3.24
	L	ABB	45.510	8/12/24	0.55	17.930		21.300	-3.370	-15.82	CHF	-3.30
		Axa	32.350	8/12/24	-0.77	11.110		14.240	-3.130	-21.98	EUR	-5.63
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,768.500		3,113.500	-345.000	-11.08	GBP	-6.16
		UBS	24.850	8/12/24	0.44	11.530		14.270	-2.740	-19.20	CHF	-7.28
		Siemens	157.200	8/12/24	0.01	70.308		90.384	-20.076	-22.21	EUR	-7.50
		⇓instrument	freshest		⇓ Δday	4/09/12	⇓ Δwk	7/11/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.681		10.375	-1.694	-16.33	EUR	-7.98
		Rio Tinto	4,942.000	8/12/24	0.56	3,306.000		4,450.000	-1,144.000	-25.71	GBP	-9.46
	L	Ericsson	71.080	8/12/24	1.14	65.900		89.750	-23.850	-26.57	SEK	-9.64
	S	Sony	12,325.000	8/09/24	0.28	1,499.000		2,230.000	-731.000	-32.78	JPY	-10.45
		BHP	2,094.000	8/12/24	-0.14	1,831.500		2,437.000	-605.500	-24.85	GBP	-11.91
	L	Philips	26.060	8/12/24	-0.91	13.810		17.300	-3.490	-20.17	EUR	-12.59
		Panasonic	1,058.500	8/09/24	1.34	681.000		998.000	-317.000	-31.76	JPY	-12.62
		Aviva	484.200	8/12/24	0.35	305.200		419.100	-113.900	-27.18	GBP	-13.60
		Saint-Gobain	73.560	8/12/24	-0.41	29.995		42.565	-12.570	-29.53	EUR	-14.39
	L	Anglo American	2,232.500	8/12/24	0.29	2,201.500		3,040.000	-838.500	-27.58	GBP	-15.26
		Repsol	12.765	8/12/24	0.67	17.920		22.130	-4.210	-19.02	EUR	-15.53
	S	Engie	15.335	8/12/24	0.49	18.220		23.695	-5.475	-23.11	EUR	-16.20
		ING Groep	15.232	8/12/24	0.21	5.416		7.785	-2.369	-30.43	EUR	-16.42
	S	Orange	10.115	8/12/24	-0.25	10.465		13.990	-3.525	-25.20	EUR	-18.56
		Banco Santander	4.089	8/12/24	-0.24	5.200		7.178	-1.978	-27.56	EUR	-18.71
		Carrefour	13.730	8/12/24	-0.36	16.310		22.595	-6.285	-27.82	EUR	-18.85
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.400		7.088	-1.688	-23.81	EUR	-19.12
	L	HP	33.780	8/12/24	0.72	10.509		16.026	-5.518	-34.43	USD	-19.72
		Telefónica	4.032	8/12/24	0.12	11.550		15.760	-4.210	-26.71	EUR	-20.01
		Societe Generale	20.520	8/12/24	0.44	18.970		36.330	-17.360	-47.78	EUR	-20.20
		Vivendi	9.488	8/12/24	0.40	12.595		16.824	-4.229	-25.14	EUR	-21.53
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 4/09/12 / 7/11/11 - 37 did rise, Market-Ratio(39) = 38.95 %

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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