Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 4/30/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/30/12	⇓ Δwk	8/01/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,232.540		1,251.820	-19.280	-1.54	USD	3.19
		Samsung Electronics	75,500.000	8/12/24	1.07	28,200.000		15,780.000	12,420.000	78.71	KRW	48.83
	L	Apple	217.530	8/12/24	0.71	20.856		14.170	6.687	47.19	USD	43.52
	L	Philip Morris	116.090	8/12/24	0.07	89.510		70.720	18.790	26.57	USD	22.62
		Nike	74.640	8/12/24	0.40	27.968		22.335	5.633	25.22	USD	20.17
	S	Intel	19.360	8/12/24	-1.78	28.395		22.240	6.155	27.68	USD	19.99
		Swiss Re	104.000	8/12/24	0.10	56.900		41.900	15.000	35.80	CHF	19.39
		Microsoft	406.810	8/12/24	0.19	32.015		27.270	4.745	17.40	USD	18.23
	S	Diageo	2,451.500	8/12/24	1.03	1,551.000		1,237.000	314.000	25.38	GBP	16.53
		JP Morgan Chase	206.190	8/12/24	0.19	42.980		40.440	2.540	6.28	USD	16.31
	S	Volkswagen	93.500	8/12/24	-0.47	142.660		138.840	3.820	2.75	EUR	14.88
		IBM	189.480	8/12/24	-1.03	207.080		180.750	26.330	14.57	USD	14.13
	L	Pfizer	28.450	8/12/24	-0.35	22.900		19.010	3.890	20.46	USD	13.58
		Prudential	635.400	8/12/24	0.41	754.500		680.000	74.500	10.96	GBP	13.46
		Toyota	2,447.500	8/09/24	-0.14	657.000		631.000	26.000	4.12	JPY	12.67
	L	Fox A	38.830	8/12/24	-1.27	19.605		16.100	3.505	21.77	USD	12.50
		Seven & i	1,672.500	8/09/24	-0.54	803.670		723.330	80.340	11.11	JPY	12.18
	L	Coca-Cola	68.170	8/12/24	-0.74	38.160		33.865	4.295	12.68	USD	11.86
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.440		8.180	1.260	15.40	AUD	11.40
	L	Münchener Rück	439.200	8/12/24	1.01	109.650		101.000	8.650	8.56	EUR	10.98
		Marsh & McLennan	217.350	8/12/24	-1.23	33.450		28.990	4.460	15.38	USD	10.97
		L´Oreal	376.650	8/12/24	-1.59	90.890		82.950	7.940	9.57	EUR	10.95
	S	Nissan Motor	410.200	8/09/24	-0.56	827.000		834.000	-7.000	-0.84	JPY	10.85
		General Electric	166.870	8/12/24	-0.16	156.640		143.760	12.880	8.96	USD	10.85
		Merck (MSD)	113.480	8/12/24	-0.93	39.240		33.440	5.800	17.34	USD	10.59
		⇓instrument	freshest		⇓ Δday	4/30/12	⇓ Δwk	8/01/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	49.470		42.010	7.460	17.76	USD	10.34
		Honda Motor	1,420.000	8/09/24	-0.14	979.330		1,032.000	-52.670	-5.10	JPY	10.13
	S	BASF	41.280	8/12/24	-0.22	62.190		61.210	0.980	1.60	EUR	9.44
		Sanofi	95.670	8/12/24	-0.60	57.660		52.900	4.760	9.00	EUR	8.89
		Barclays	220.100	8/12/24	0.85	201.607		200.452	1.155	0.58	GBP	8.13
	S	Kimberly-Clark	34.140	8/12/24	-1.01	26.550		24.520	2.030	8.28	MXN	8.07
	S	Bristol-Myers	47.060	8/12/24	0.73	33.370		28.550	4.820	16.88	USD	8.03
	L	Unilever	55.100	8/12/24	-0.36	25.870		22.420	3.450	15.39	EUR	7.49
		Exxon Mobil	119.000	8/12/24	0.13	86.340		79.600	6.740	8.47	USD	7.36
	S	National Grid	978.400	8/12/24	-0.04	665.500		590.500	75.000	12.70	GBP	7.24
	S	McDonald´s	269.460	8/12/24	0.58	97.450		86.390	11.060	12.80	USD	7.23
	L	Bayer	25.960	8/12/24	-0.04	53.210		54.070	-0.860	-1.59	EUR	6.86
	S	LVMH	635.100	8/12/24	-0.14	125.150		127.300	-2.150	-1.69	EUR	6.67
		Shell	33.025	8/12/24	0.93	26.870		25.430	1.440	5.66	EUR	6.26
	L	Nestlé	88.640	8/12/24	-0.40	55.600		49.600	6.000	12.10	CHF	6.03
		Bridgestone	5,582.000	8/09/24	-1.33	1,904.000		1,939.000	-35.000	-1.81	JPY	6.01
	L	Alphabet A	162.290	8/12/24	-0.84	15.168		15.216	-0.048	-0.32	USD	5.59
		Caterpillar	336.030	8/12/24	-0.66	102.770		100.720	2.050	2.04	USD	5.59
	L	3M	123.360	8/12/24	-0.65	89.360		86.770	2.590	2.98	USD	5.17
	L	Walmart	68.700	8/12/24	1.10	19.637		17.540	2.097	11.95	USD	4.80
		GSK	1,572.000	8/12/24	0.42	1,435.480		1,363.460	72.020	5.28	GBP	4.35
	L	Texas Instruments	192.060	8/12/24	-0.08	31.940		29.890	2.050	6.86	USD	4.06
		Chevron	145.020	8/12/24	0.02	106.560		105.380	1.180	1.12	USD	3.90
		Allianz	255.900	8/12/24		84.200		89.160	-4.960	-5.56	EUR	3.68
	S	Mercedes-Benz	57.480	8/12/24	-0.57	41.765		49.005	-7.240	-14.77	EUR	3.59
		⇓instrument	freshest		⇓ Δday	4/30/12	⇓ Δwk	8/01/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	RWE	32.360	8/12/24	1.70	32.475		35.412	-2.937	-8.29	EUR	3.57
		Citigroup	57.840	8/12/24		33.040		38.480	-5.440	-14.14	USD	3.51
	L	Raytheon Tech	116.600	8/12/24	0.39	51.378		51.819	-0.441	-0.85	USD	3.38
		Deutsche Bank	13.308	8/12/24	0.14	27.981		31.497	-3.516	-11.16	EUR	3.33
	L	Goldman Sachs	485.500	8/12/24	-0.97	115.150		134.150	-19.000	-14.16	USD	2.20
		Standard Chartered	722.000	8/12/24	0.92	1,506.000		1,551.000	-45.000	-2.90	GBP	1.89
		PepsiCo	171.420	8/12/24	-0.56	66.000		63.860	2.140	3.35	USD	1.51
	L	HSBC	643.900	8/12/24	0.22	555.100		607.500	-52.400	-8.63	GBP	1.44
		Canon	4,525.000	8/09/24	1.64	3,623.000		3,742.000	-119.000	-3.18	JPY	1.29
	L	Vodafone	74.440	8/12/24	0.87	170.500		169.600	0.900	0.53	GBP	0.63
	S	Johnson & Johnson	159.880	8/12/24	-0.46	65.100		64.410	0.690	1.07	USD	0.41
		Schneider Electric	211.250	8/12/24	0.38	46.410		50.025	-3.615	-7.23	EUR	0.36
		BP	439.600	8/12/24	1.35	445.000		458.000	-13.000	-2.84	GBP	-0.08
	L	Novartis	96.740	8/12/24	0.16	41.710		38.590	3.120	8.08	CHF	-0.31
		E.on	12.325	8/12/24	0.78	15.559		16.936	-1.377	-8.13	EUR	-0.54
	L	Procter & Gamble	166.810	8/12/24	-2.19	63.640		61.430	2.210	3.60	USD	-1.43
	L	Philips	26.060	8/12/24	-0.91	15.000		16.985	-1.985	-11.69	EUR	-3.06
		Aegon	5.562	8/12/24	0.22	3.489		3.942	-0.453	-11.49	EUR	-3.31
		BHP	2,094.000	8/12/24	-0.14	1,974.500		2,258.000	-283.500	-12.56	GBP	-3.43
	L	Morgan Stanley	94.840	8/12/24	0.13	17.280		22.290	-5.010	-22.48	USD	-3.88
		TotalEnergies	61.720	8/12/24	0.60	36.070		37.075	-1.005	-2.71	EUR	-4.26
		Rio Tinto	4,942.000	8/12/24	0.56	3,432.500		4,281.500	-849.000	-19.83	GBP	-4.66
	S	Ford Motor	9.860	8/12/24	-2.38	11.280		12.350	-1.070	-8.66	USD	-5.09
		UBS	24.850	8/12/24	0.44	11.330		12.100	-0.770	-6.36	CHF	-7.03
	L	Anglo American	2,232.500	8/12/24	0.29	2,368.000		2,870.500	-502.500	-17.51	GBP	-7.10
		⇓instrument	freshest		⇓ Δday	4/30/12	⇓ Δwk	8/01/11	prc diff	⇓ Δ39	Curr	∅-RS
		Axa	32.350	8/12/24	-0.77	10.700		12.805	-2.105	-16.44	EUR	-7.38
		Saint-Gobain	73.560	8/12/24	-0.41	31.645		38.905	-7.260	-18.66	EUR	-7.61
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,699.500		2,950.500	-251.000	-8.51	GBP	-8.12
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.517		10.430	-1.913	-18.34	EUR	-8.37
	L	Ericsson	71.080	8/12/24	1.14	65.500		74.300	-8.800	-11.84	SEK	-9.05
		Siemens	157.200	8/12/24	0.01	67.892		83.456	-15.564	-18.65	EUR	-9.25
	L	ABB	45.510	8/12/24	0.55	16.540		18.100	-1.560	-8.62	CHF	-9.84
		Aviva	484.200	8/12/24	0.35	308.100		395.900	-87.800	-22.18	GBP	-10.96
	L	HP	33.780	8/12/24	0.72	11.244		15.986	-4.741	-29.66	USD	-11.65
		Vivendi	9.488	8/12/24	0.40	13.514		15.846	-2.332	-14.72	EUR	-13.44
		ING Groep	15.232	8/12/24	0.21	5.327		7.420	-2.093	-28.21	EUR	-15.51
	S	Orange	10.115	8/12/24	-0.25	10.335		14.130	-3.795	-26.86	EUR	-17.51
	S	Engie	15.335	8/12/24	0.49	17.390		22.040	-4.650	-21.10	EUR	-18.24
	S	Sony	12,325.000	8/09/24	0.28	1,303.000		1,960.000	-657.000	-33.52	JPY	-19.85
		Panasonic	1,058.500	8/09/24	1.34	605.000		909.000	-304.000	-33.44	JPY	-20.48
		Societe Generale	20.520	8/12/24	0.44	17.860		33.305	-15.445	-46.37	EUR	-21.29
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.106		6.877	-1.771	-25.75	EUR	-21.39
		Telefónica	4.032	8/12/24	0.12	11.010		15.275	-4.265	-27.92	EUR	-21.63
		Carrefour	13.730	8/12/24	-0.36	15.175		20.080	-4.905	-24.43	EUR	-21.64
		Banco Santander	4.089	8/12/24	-0.24	4.720		6.803	-2.083	-30.62	EUR	-23.98
		Repsol	12.765	8/12/24	0.67	14.450		21.350	-6.900	-32.32	EUR	-30.31
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 4/30/12 / 8/01/11 - 46 did rise, Market-Ratio(39) = 48.42 %

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