Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 4/23/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/23/12	⇓ Δwk	7/25/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,210.100		1,296.820	-86.720	-6.69	USD	1.15
		Samsung Electronics	75,500.000	8/12/24	1.07	27,480.000		16,880.000	10,600.000	62.80	KRW	46.07
	L	Apple	217.530	8/12/24	0.71	20.418		14.232	6.186	43.46	USD	41.70
	L	Philip Morris	116.090	8/12/24	0.07	86.940		72.130	14.810	20.53	USD	19.65
		Microsoft	406.810	8/12/24	0.19	32.120		27.910	4.210	15.08	USD	19.11
		Nike	74.640	8/12/24	0.40	27.438		22.733	4.705	20.70	USD	18.60
	S	Diageo	2,451.500	8/12/24	1.03	1,557.000		1,266.000	291.000	22.99	GBP	17.54
	S	Intel	19.360	8/12/24	-1.78	27.450		23.030	4.420	19.19	USD	16.48
		Swiss Re	104.000	8/12/24	0.10	55.350		45.430	9.920	21.84	CHF	16.30
		JP Morgan Chase	206.190	8/12/24	0.19	42.850		41.690	1.160	2.78	USD	15.88
	L	Münchener Rück	439.200	8/12/24	1.01	111.800		106.300	5.500	5.17	EUR	13.19
	S	Kimberly-Clark	34.140	8/12/24	-1.01	27.680		24.400	3.280	13.44	MXN	13.01
	S	Nissan Motor	410.200	8/09/24	-0.56	836.000		844.000	-8.000	-0.95	JPY	12.24
	S	BASF	41.280	8/12/24	-0.22	63.670		67.340	-3.670	-5.45	EUR	11.96
		Seven & i	1,672.500	8/09/24	-0.54	796.330		744.330	52.000	6.99	JPY	11.56
	L	Pfizer	28.450	8/12/24	-0.35	22.380		19.810	2.570	12.97	USD	11.22
		Toyota	2,447.500	8/09/24	-0.14	644.000		665.000	-21.000	-3.16	JPY	10.44
	S	Bristol-Myers	47.060	8/12/24	0.73	33.940		29.210	4.730	16.19	USD	10.31
		IBM	189.480	8/12/24	-1.03	198.620		183.700	14.920	8.12	USD	9.82
		Caterpillar	336.030	8/12/24	-0.66	106.900		105.660	1.240	1.17	USD	9.79
		L´Oreal	376.650	8/12/24	-1.59	89.620		84.870	4.750	5.60	EUR	9.49
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	48.860		43.390	5.470	12.61	USD	9.41
	L	Fox A	38.830	8/12/24	-1.27	18.980		16.220	2.760	17.02	USD	9.08
		Prudential	635.400	8/12/24	0.41	725.500		690.000	35.500	5.14	GBP	9.03
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.180		8.210	0.970	11.81	AUD	8.30
		⇓instrument	freshest		⇓ Δday	4/23/12	⇓ Δwk	7/25/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Coca-Cola	68.170	8/12/24	-0.74	36.845		34.630	2.215	6.40	USD	8.17
		Merck (MSD)	113.480	8/12/24	-0.93	38.270		35.890	2.380	6.63	USD	8.08
		General Electric	166.870	8/12/24	-0.16	152.560		151.680	0.880	0.58	USD	7.88
		Honda Motor	1,420.000	8/09/24	-0.14	956.330		1,056.000	-99.670	-9.44	JPY	7.42
		GSK	1,572.000	8/12/24	0.42	1,468.730		1,373.530	95.200	6.93	GBP	7.07
		Exxon Mobil	119.000	8/12/24	0.13	85.690		84.570	1.120	1.32	USD	6.54
	L	Unilever	55.100	8/12/24	-0.36	25.510		23.020	2.490	10.82	EUR	6.22
	L	Walmart	68.700	8/12/24	1.10	19.847		17.990	1.857	10.32	USD	6.14
		Marsh & McLennan	217.350	8/12/24	-1.23	31.940		29.540	2.400	8.12	USD	6.11
	L	Nestlé	88.640	8/12/24	-0.40	55.500		52.000	3.500	6.73	CHF	5.89
	S	National Grid	978.400	8/12/24	-0.04	653.000		608.500	44.500	7.31	GBP	5.37
		Bridgestone	5,582.000	8/09/24	-1.33	1,889.000		1,972.000	-83.000	-4.21	JPY	5.35
	S	McDonald´s	269.460	8/12/24	0.58	95.190		88.120	7.070	8.02	USD	5.19
		Sanofi	95.670	8/12/24	-0.60	55.570		55.400	0.170	0.31	EUR	5.03
		Canon	4,525.000	8/09/24	1.64	3,747.000		3,823.000	-76.000	-1.99	JPY	4.86
	L	Alphabet A	162.290	8/12/24	-0.84	14.986		15.522	-0.536	-3.45	USD	4.59
	L	Texas Instruments	192.060	8/12/24	-0.08	31.890		31.470	0.420	1.33	USD	3.71
		Citigroup	57.840	8/12/24		33.250		39.910	-6.660	-16.69	USD	3.66
	L	RWE	32.360	8/12/24	1.70	32.605		37.411	-4.806	-12.85	EUR	3.51
	L	Procter & Gamble	166.810	8/12/24	-2.19	66.650		63.310	3.340	5.28	USD	3.33
		Deutsche Bank	13.308	8/12/24	0.14	28.075		32.535	-4.461	-13.71	EUR	3.27
	L	Bayer	25.960	8/12/24	-0.04	51.370		57.350	-5.980	-10.43	EUR	2.98
		Shell	33.025	8/12/24	0.93	25.895		25.900	-0.005	-0.02	EUR	2.42
	L	3M	123.360	8/12/24	-0.65	87.130		95.070	-7.940	-8.35	USD	2.40
	S	LVMH	635.100	8/12/24	-0.14	119.800		130.550	-10.750	-8.23	EUR	2.11
		⇓instrument	freshest		⇓ Δday	4/23/12	⇓ Δwk	7/25/11	prc diff	⇓ Δ39	Curr	∅-RS
		PepsiCo	171.420	8/12/24	-0.56	66.180		64.370	1.810	2.81	USD	1.76
		Standard Chartered	722.000	8/12/24	0.92	1,501.500		1,617.000	-115.500	-7.14	GBP	1.44
	L	Novartis	96.740	8/12/24	0.16	42.420		42.170	0.250	0.59	CHF	1.39
		Allianz	255.900	8/12/24		82.590		92.260	-9.670	-10.48	EUR	1.32
	L	Vodafone	74.440	8/12/24	0.87	171.400		162.000	9.400	5.80	GBP	1.14
	L	Raytheon Tech	116.600	8/12/24	0.39	50.189		54.953	-4.764	-8.67	USD	0.83
		Barclays	220.100	8/12/24	0.85	188.952		211.491	-22.539	-10.66	GBP	0.72
		Chevron	145.020	8/12/24	0.02	102.440		108.100	-5.660	-5.24	USD	-0.21
	L	HSBC	643.900	8/12/24	0.22	545.700		607.600	-61.900	-10.19	GBP	-0.61
	L	ABB	45.510	8/12/24	0.55	18.170		20.150	-1.980	-9.83	CHF	-1.33
	L	Goldman Sachs	485.500	8/12/24	-0.97	111.750		136.850	-25.100	-18.34	USD	-1.33
	S	Volkswagen	93.500	8/12/24	-0.47	121.550		148.850	-27.300	-18.34	EUR	-2.11
	S	Johnson & Johnson	159.880	8/12/24	-0.46	63.370		66.250	-2.880	-4.35	USD	-2.28
	S	Mercedes-Benz	57.480	8/12/24	-0.57	39.500		53.040	-13.540	-25.53	EUR	-2.49
		Schneider Electric	211.250	8/12/24	0.38	45.100		53.700	-8.600	-16.01	EUR	-2.92
		BP	439.600	8/12/24	1.35	429.700		475.400	-45.700	-9.61	GBP	-3.66
		E.on	12.325	8/12/24	0.78	15.105		17.618	-2.514	-14.27	EUR	-3.94
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,811.500		3,055.000	-243.500	-7.97	GBP	-4.47
	L	Philips	26.060	8/12/24	-0.91	14.815		17.670	-2.855	-16.16	EUR	-4.78
	S	Ford Motor	9.860	8/12/24	-2.38	11.350		13.170	-1.820	-13.82	USD	-5.02
		TotalEnergies	61.720	8/12/24	0.60	35.560		39.265	-3.705	-9.44	EUR	-5.91
	L	Morgan Stanley	94.840	8/12/24	0.13	16.980		23.300	-6.320	-27.12	USD	-6.21
		Aegon	5.562	8/12/24	0.22	3.395		4.186	-0.791	-18.90	EUR	-6.63
		Rio Tinto	4,942.000	8/12/24	0.56	3,376.000		4,420.000	-1,044.000	-23.62	GBP	-6.68
		BHP	2,094.000	8/12/24	-0.14	1,898.500		2,359.000	-460.500	-19.52	GBP	-7.64
		⇓instrument	freshest		⇓ Δday	4/23/12	⇓ Δwk	7/25/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Ericsson	71.080	8/12/24	1.14	66.700		79.300	-12.600	-15.89	SEK	-7.90
		UBS	24.850	8/12/24	0.44	11.200		13.900	-2.700	-19.42	CHF	-8.77
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.419		10.620	-2.201	-20.73	EUR	-9.90
	L	Anglo American	2,232.500	8/12/24	0.29	2,294.000		3,026.500	-732.500	-24.20	GBP	-10.52
		Siemens	157.200	8/12/24	0.01	66.854		90.830	-23.976	-26.40	EUR	-11.19
		Axa	32.350	8/12/24	-0.77	10.175		13.705	-3.530	-25.76	EUR	-12.57
		Saint-Gobain	73.560	8/12/24	-0.41	29.750		41.940	-12.190	-29.07	EUR	-13.85
		Aviva	484.200	8/12/24	0.35	299.100		412.600	-113.500	-27.51	GBP	-14.17
	L	HP	33.780	8/12/24	0.72	11.022		16.844	-5.822	-34.56	USD	-14.17
	S	Engie	15.335	8/12/24	0.49	18.185		23.735	-5.550	-23.38	EUR	-15.15
		Panasonic	1,058.500	8/09/24	1.34	632.000		914.000	-282.000	-30.85	JPY	-17.62
		ING Groep	15.232	8/12/24	0.21	5.231		7.883	-2.652	-33.64	EUR	-17.81
	S	Sony	12,325.000	8/09/24	0.28	1,347.000		2,084.000	-737.000	-35.36	JPY	-18.01
	S	Orange	10.115	8/12/24	-0.25	9.860		14.280	-4.420	-30.95	EUR	-22.00
		Vivendi	9.488	8/12/24	0.40	12.232		16.775	-4.543	-27.08	EUR	-22.40
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.000		7.348	-2.348	-31.95	EUR	-23.79
		Telefónica	4.032	8/12/24	0.12	10.755		15.960	-5.205	-32.61	EUR	-24.20
		Banco Santander	4.089	8/12/24	-0.24	4.677		7.441	-2.764	-37.15	EUR	-25.50
		Carrefour	13.730	8/12/24	-0.36	14.580		22.165	-7.585	-34.22	EUR	-25.74
		Societe Generale	20.520	8/12/24	0.44	16.625		36.270	-19.645	-54.16	EUR	-27.92
		Repsol	12.765	8/12/24	0.67	14.030		22.290	-8.260	-37.06	EUR	-33.11
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 4/23/12 / 7/25/11 - 38 did rise, Market-Ratio(39) = 40.00 %

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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