Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 5/07/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/07/12	⇓ Δwk	8/08/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,204.310		1,107.760	96.550	8.72	USD	1.00
		Samsung Electronics	75,500.000	8/12/24	1.07	26,840.000		14,140.000	12,700.000	89.82	KRW	40.61
	L	Apple	217.530	8/12/24	0.71	20.339		12.615	7.724	61.23	USD	38.67
		Swiss Re	104.000	8/12/24	0.10	58.400		37.930	20.470	53.97	CHF	22.31
	L	Philip Morris	116.090	8/12/24	0.07	88.280		66.270	22.010	33.21	USD	20.39
		Nike	74.640	8/12/24	0.40	27.855		19.798	8.058	40.70	USD	18.99
	S	Intel	19.360	8/12/24	-1.78	27.760		20.110	7.650	38.04	USD	16.86
	S	Diageo	2,451.500	8/12/24	1.03	1,549.500		1,165.000	384.500	33.00	GBP	15.90
		L´Oreal	376.650	8/12/24	-1.59	93.070		75.040	18.030	24.03	EUR	13.51
		JP Morgan Chase	206.190	8/12/24	0.19	41.780		34.060	7.720	22.67	USD	13.16
		Marsh & McLennan	217.350	8/12/24	-1.23	34.140		25.920	8.220	31.71	USD	13.08
	L	Coca-Cola	68.170	8/12/24	-0.74	38.640		32.560	6.080	18.67	USD	13.02
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.570		7.890	1.680	21.29	AUD	12.89
	S	Volkswagen	93.500	8/12/24	-0.47	140.150		107.430	32.720	30.46	EUR	12.74
		Microsoft	406.810	8/12/24	0.19	30.650		24.480	6.170	25.20	USD	12.74
		Seven & i	1,672.500	8/09/24	-0.54	808.670		684.000	124.670	18.23	JPY	12.49
		IBM	189.480	8/12/24	-1.03	203.750		166.220	37.530	22.58	USD	11.91
	L	Pfizer	28.450	8/12/24	-0.35	22.450		16.660	5.790	34.75	USD	11.18
	L	Fox A	38.830	8/12/24	-1.27	19.400		13.620	5.780	42.44	USD	11.13
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	49.800		41.400	8.400	20.29	USD	10.75
		Sanofi	95.670	8/12/24	-0.60	58.290		47.750	10.540	22.07	EUR	9.94
		General Electric	166.870	8/12/24	-0.16	154.560		123.440	31.120	25.21	USD	9.46
	L	Münchener Rück	439.200	8/12/24	1.01	107.800		91.070	16.730	18.37	EUR	9.13
	S	LVMH	635.100	8/12/24	-0.14	127.500		107.150	20.350	18.99	EUR	8.60
	L	Unilever	55.100	8/12/24	-0.36	26.195		22.405	3.790	16.92	EUR	8.54
		⇓instrument	freshest		⇓ Δday	5/07/12	⇓ Δwk	8/08/11	prc diff	⇓ Δ39	Curr	∅-RS
		Merck (MSD)	113.480	8/12/24	-0.93	38.540		29.940	8.600	28.72	USD	8.46
	S	Bristol-Myers	47.060	8/12/24	0.73	33.460		26.380	7.080	26.84	USD	7.99
	S	National Grid	978.400	8/12/24	-0.04	670.000		575.500	94.500	16.42	GBP	7.81
		Toyota	2,447.500	8/09/24	-0.14	625.000		594.000	31.000	5.22	JPY	7.17
	S	Kimberly-Clark	34.140	8/12/24	-1.01	26.380		22.090	4.290	19.42	MXN	7.13
		Prudential	635.400	8/12/24	0.41	710.500		597.500	113.000	18.91	GBP	6.90
	L	Alphabet A	162.290	8/12/24	-0.84	15.236		13.693	1.543	11.27	USD	5.83
	L	Nestlé	88.640	8/12/24	-0.40	55.350		46.000	9.350	20.33	CHF	5.50
	L	Walmart	68.700	8/12/24	1.10	19.730		16.307	3.423	20.99	USD	5.16
		Exxon Mobil	119.000	8/12/24	0.13	84.480		70.190	14.290	20.36	USD	5.06
	L	Bayer	25.960	8/12/24	-0.04	52.180		46.725	5.455	11.67	EUR	4.96
		Shell	33.025	8/12/24	0.93	26.535		21.770	4.765	21.89	EUR	4.88
		Allianz	255.900	8/12/24		84.690		75.600	9.090	12.02	EUR	4.68
	S	McDonald´s	269.460	8/12/24	0.58	95.510		82.110	13.400	16.32	USD	4.64
		GSK	1,572.000	8/12/24	0.42	1,434.480		1,234.010	200.470	16.25	GBP	4.12
	S	BASF	41.280	8/12/24	-0.22	58.980		50.990	7.990	15.67	EUR	3.96
	L	3M	123.360	8/12/24	-0.65	88.010		78.590	9.420	11.99	USD	3.73
	L	RWE	32.360	8/12/24	1.70	32.300		30.593	1.707	5.58	EUR	3.51
		PepsiCo	171.420	8/12/24	-0.56	66.620		62.970	3.650	5.80	USD	2.55
	S	Nissan Motor	410.200	8/09/24	-0.56	760.000		743.000	17.000	2.29	JPY	1.83
	L	Vodafone	74.440	8/12/24	0.87	171.500		162.550	8.950	5.51	GBP	1.24
		Schneider Electric	211.250	8/12/24	0.38	46.590		42.640	3.950	9.26	EUR	1.17
		Barclays	220.100	8/12/24	0.85	187.566		162.024	25.542	15.76	GBP	1.03
		Chevron	145.020	8/12/24	0.02	103.310		90.250	13.060	14.47	USD	0.76
	L	HSBC	643.900	8/12/24	0.22	548.600		537.800	10.800	2.01	GBP	0.56
		⇓instrument	freshest		⇓ Δday	5/07/12	⇓ Δwk	8/08/11	prc diff	⇓ Δ39	Curr	∅-RS
		Honda Motor	1,420.000	8/09/24	-0.14	889.330		917.330	-28.000	-3.05	JPY	0.16
	L	Raytheon Tech	116.600	8/12/24	0.39	49.660		43.889	5.771	13.15	USD	0.09
		Caterpillar	336.030	8/12/24	-0.66	97.190		82.600	14.590	17.66	USD	0.04
	S	Johnson & Johnson	159.880	8/12/24	-0.46	64.800		61.120	3.680	6.02	USD	-0.02
		Bridgestone	5,582.000	8/09/24	-1.33	1,796.000		1,682.000	114.000	6.78	JPY	-0.10
	L	Texas Instruments	192.060	8/12/24	-0.08	30.610		26.190	4.420	16.88	USD	-0.11
		Citigroup	57.840	8/12/24		31.670		27.950	3.720	13.31	USD	-0.29
		Deutsche Bank	13.308	8/12/24	0.14	26.857		27.240	-0.383	-1.41	EUR	-0.35
	L	Novartis	96.740	8/12/24	0.16	41.670		34.870	6.800	19.50	CHF	-0.36
	L	Procter & Gamble	166.810	8/12/24	-2.19	64.250		59.290	4.960	8.37	USD	-0.44
		Canon	4,525.000	8/09/24	1.64	3,535.000		3,509.000	26.000	0.74	JPY	-1.03
	L	Goldman Sachs	485.500	8/12/24	-0.97	110.040		117.660	-7.620	-6.48	USD	-1.90
	S	Mercedes-Benz	57.480	8/12/24	-0.57	39.360		39.010	0.350	0.90	EUR	-2.00
		Saint-Gobain	73.560	8/12/24	-0.41	32.645		32.620	0.025	0.08	EUR	-4.06
		Aegon	5.562	8/12/24	0.22	3.438		3.129	0.309	9.88	EUR	-4.06
		TotalEnergies	61.720	8/12/24	0.60	35.950		33.295	2.655	7.97	EUR	-4.27
		UBS	24.850	8/12/24	0.44	11.450		10.510	0.940	8.94	CHF	-5.39
	L	Philips	26.060	8/12/24	-0.91	14.370		14.400	-0.030	-0.21	EUR	-6.66
		BP	439.600	8/12/24	1.35	415.000		403.050	11.950	2.96	GBP	-6.77
		Standard Chartered	722.000	8/12/24	0.92	1,372.000		1,423.000	-51.000	-3.58	GBP	-7.01
		E.on	12.325	8/12/24	0.78	14.464		15.005	-0.541	-3.60	EUR	-7.08
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,697.500		2,595.000	102.500	3.95	GBP	-7.96
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.511		9.759	-1.248	-12.79	EUR	-7.96
		BHP	2,094.000	8/12/24	-0.14	1,860.500		1,846.000	14.500	0.79	GBP	-8.63
	L	Morgan Stanley	94.840	8/12/24	0.13	16.150		17.120	-0.970	-5.67	USD	-9.57
		⇓instrument	freshest		⇓ Δday	5/07/12	⇓ Δwk	8/08/11	prc diff	⇓ Δ39	Curr	∅-RS
	S	Ford Motor	9.860	8/12/24	-2.38	10.660		9.930	0.730	7.35	USD	-9.81
	L	ABB	45.510	8/12/24	0.55	16.380		15.360	1.020	6.64	CHF	-10.14
		Aviva	484.200	8/12/24	0.35	302.900		333.100	-30.200	-9.07	GBP	-11.86
		Siemens	157.200	8/12/24	0.01	65.534		70.347	-4.813	-6.84	EUR	-11.87
	L	Ericsson	71.080	8/12/24	1.14	62.650		74.000	-11.350	-15.34	SEK	-12.44
		Rio Tinto	4,942.000	8/12/24	0.56	3,107.500		3,628.430	-520.930	-14.36	GBP	-13.34
		Axa	32.350	8/12/24	-0.77	9.916		10.990	-1.074	-9.77	EUR	-13.65
	L	HP	33.780	8/12/24	0.72	10.840		13.992	-3.152	-22.53	USD	-14.12
	L	Anglo American	2,232.500	8/12/24	0.29	2,172.500		2,365.000	-192.500	-8.14	GBP	-14.35
	S	Orange	10.115	8/12/24	-0.25	10.590		13.200	-2.610	-19.77	EUR	-14.79
		ING Groep	15.232	8/12/24	0.21	5.291		6.015	-0.724	-12.04	EUR	-15.30
		Vivendi	9.488	8/12/24	0.40	13.020		14.690	-1.670	-11.37	EUR	-15.97
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.295		6.263	-0.968	-15.46	EUR	-17.68
	S	Engie	15.335	8/12/24	0.49	17.265		19.820	-2.555	-12.89	EUR	-18.12
		Societe Generale	20.520	8/12/24	0.44	17.990		25.125	-7.135	-28.40	EUR	-19.55
		Telefónica	4.032	8/12/24	0.12	11.145		14.345	-3.200	-22.31	EUR	-19.90
		Banco Santander	4.089	8/12/24	-0.24	4.900		6.242	-1.342	-21.50	EUR	-20.24
		Panasonic	1,058.500	8/09/24	1.34	587.000		785.000	-198.000	-25.22	JPY	-22.07
		Carrefour	13.730	8/12/24	-0.36	14.600		18.090	-3.490	-19.29	EUR	-23.64
	S	Sony	12,325.000	8/09/24	0.28	1,224.000		1,738.000	-514.000	-29.57	JPY	-23.90
		Repsol	12.765	8/12/24	0.67	13.980		18.635	-4.655	-24.98	EUR	-31.82
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 5/07/12 / 8/08/11 - 68 did rise, Market-Ratio(39) = 71.58 %

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