Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 5/14/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/14/12	⇓ Δwk	8/15/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,164.960		1,160.430	4.530	0.39	USD	-2.14
		Samsung Electronics	75,500.000	8/12/24	1.07	26,280.000		13,600.000	12,680.000	93.24	KRW	36.80
	L	Apple	217.530	8/12/24	0.71	19.936		13.693	6.243	45.59	USD	34.73
		Swiss Re	104.000	8/12/24	0.10	55.800		42.320	13.480	31.85	CHF	16.61
	L	Philip Morris	116.090	8/12/24	0.07	85.390		68.330	17.060	24.97	USD	15.90
	L	Fox A	38.830	8/12/24	-1.27	20.140		16.910	3.230	19.10	USD	15.15
	S	Diageo	2,451.500	8/12/24	1.03	1,545.000		1,189.000	356.000	29.94	GBP	15.14
		Nike	74.640	8/12/24	0.40	26.868		21.283	5.585	26.24	USD	14.14
	S	Intel	19.360	8/12/24	-1.78	27.015		20.890	6.125	29.32	USD	13.31
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.610		8.020	1.590	19.83	AUD	13.30
		Microsoft	406.810	8/12/24	0.19	30.680		25.510	5.170	20.27	USD	12.49
	L	Coca-Cola	68.170	8/12/24	-0.74	38.435		34.100	4.335	12.71	USD	12.12
	L	Pfizer	28.450	8/12/24	-0.35	22.585		18.340	4.245	23.15	USD	11.68
		L´Oreal	376.650	8/12/24	-1.59	91.030		79.300	11.730	14.79	EUR	10.86
		Toyota	2,447.500	8/09/24	-0.14	642.000		577.000	65.000	11.27	JPY	10.12
		Seven & i	1,672.500	8/09/24	-0.54	793.330		672.000	121.330	18.06	JPY	9.96
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	49.505		43.130	6.375	14.78	USD	9.76
		IBM	189.480	8/12/24	-1.03	199.440		172.990	26.450	15.29	USD	9.16
	S	Volkswagen	93.500	8/12/24	-0.47	134.900		116.710	18.190	15.59	EUR	8.34
	S	National Grid	978.400	8/12/24	-0.04	673.000		599.000	74.000	12.35	GBP	8.12
		Prudential	635.400	8/12/24	0.41	715.500		629.500	86.000	13.66	GBP	7.75
	S	Nissan Motor	410.200	8/09/24	-0.56	803.000		703.000	100.000	14.22	JPY	7.64
		Merck (MSD)	113.480	8/12/24	-0.93	38.225		32.130	6.095	18.97	USD	7.47
		Marsh & McLennan	217.350	8/12/24	-1.23	32.510		28.450	4.060	14.27	USD	7.41
	L	Unilever	55.100	8/12/24	-0.36	25.930		22.805	3.125	13.70	EUR	7.15
		⇓instrument	freshest		⇓ Δday	5/14/12	⇓ Δwk	8/15/11	prc diff	⇓ Δ39	Curr	∅-RS
	S	Bristol-Myers	47.060	8/12/24	0.73	32.910		28.170	4.740	16.83	USD	5.90
		General Electric	166.870	8/12/24	-0.16	148.800		131.120	17.680	13.48	USD	5.45
	L	Münchener Rück	439.200	8/12/24	1.01	103.850		92.580	11.270	12.17	EUR	5.17
	L	Alphabet A	162.290	8/12/24	-0.84	15.147		13.974	1.173	8.39	USD	4.96
	L	Walmart	68.700	8/12/24	1.10	19.690		16.660	3.030	18.19	USD	4.80
	L	Nestlé	88.640	8/12/24	-0.40	54.750		49.100	5.650	11.51	CHF	4.31
	L	Bayer	25.960	8/12/24	-0.04	51.510		46.235	5.275	11.41	EUR	3.79
		GSK	1,572.000	8/12/24	0.42	1,429.940		1,286.400	143.540	11.16	GBP	3.62
		PepsiCo	171.420	8/12/24	-0.56	67.150		63.570	3.580	5.63	USD	3.46
		Sanofi	95.670	8/12/24	-0.60	54.870		48.450	6.420	13.25	EUR	3.38
	S	LVMH	635.100	8/12/24	-0.14	121.050		115.350	5.700	4.94	EUR	2.97
		Honda Motor	1,420.000	8/09/24	-0.14	910.670		864.670	46.000	5.32	JPY	2.81
		Exxon Mobil	119.000	8/12/24	0.13	82.120		74.290	7.830	10.54	USD	2.10
	S	BASF	41.280	8/12/24	-0.22	57.690		54.320	3.370	6.20	EUR	1.88
	L	3M	123.360	8/12/24	-0.65	85.830		83.310	2.520	3.02	USD	1.31
	L	RWE	32.360	8/12/24	1.70	31.170		28.006	3.164	11.30	EUR	0.35
	L	HSBC	643.900	8/12/24	0.22	545.800		547.200	-1.400	-0.26	GBP	0.34
	L	Texas Instruments	192.060	8/12/24	-0.08	30.630		27.490	3.140	11.42	USD	0.21
	L	Vodafone	74.440	8/12/24	0.87	169.650		167.800	1.850	1.10	GBP	0.13
	S	Kimberly-Clark	34.140	8/12/24	-1.01	24.650		23.840	0.810	3.40	MXN	-0.16
		Shell	33.025	8/12/24	0.93	25.280		22.855	2.425	10.61	EUR	-0.18
		Chevron	145.020	8/12/24	0.02	101.940		99.100	2.840	2.87	USD	-0.57
	S	McDonald´s	269.460	8/12/24	0.58	90.880		86.820	4.060	4.68	USD	-0.81
		Bridgestone	5,582.000	8/09/24	-1.33	1,778.000		1,658.000	120.000	7.24	JPY	-1.11
	S	Johnson & Johnson	159.880	8/12/24	-0.46	63.930		64.590	-0.660	-1.02	USD	-1.34
		⇓instrument	freshest		⇓ Δday	5/14/12	⇓ Δwk	8/15/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Procter & Gamble	166.810	8/12/24	-2.19	63.580		61.880	1.700	2.75	USD	-1.45
	L	Novartis	96.740	8/12/24	0.16	41.140		36.210	4.930	13.62	CHF	-1.53
		Aegon	5.562	8/12/24	0.22	3.481		3.202	0.279	8.71	EUR	-2.19
		JP Morgan Chase	206.190	8/12/24	0.19	35.790		36.880	-1.090	-2.96	USD	-2.95
		Caterpillar	336.030	8/12/24	-0.66	93.600		91.370	2.230	2.44	USD	-3.42
	L	Raytheon Tech	116.600	8/12/24	0.39	47.797		46.281	1.517	3.28	USD	-3.44
	S	Mercedes-Benz	57.480	8/12/24	-0.57	38.515		38.415	0.100	0.26	EUR	-3.69
		Canon	4,525.000	8/09/24	1.64	3,420.000		3,596.000	-176.000	-4.89	JPY	-4.12
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.819		9.521	-0.702	-7.37	EUR	-4.17
	L	Philips	26.060	8/12/24	-0.91	14.600		14.680	-0.080	-0.54	EUR	-4.60
		Allianz	255.900	8/12/24		76.915		77.950	-1.035	-1.33	EUR	-4.66
		Barclays	220.100	8/12/24	0.85	175.326		169.368	5.958	3.52	GBP	-5.10
		Deutsche Bank	13.308	8/12/24	0.14	25.436		26.364	-0.928	-3.52	EUR	-5.16
		Schneider Electric	211.250	8/12/24	0.38	42.675		47.050	-4.375	-9.30	EUR	-7.01
		Standard Chartered	722.000	8/12/24	0.92	1,367.500		1,421.000	-53.500	-3.76	GBP	-7.07
		UBS	24.850	8/12/24	0.44	11.100		11.840	-0.740	-6.25	CHF	-7.70
		TotalEnergies	61.720	8/12/24	0.60	34.470		33.375	1.095	3.28	EUR	-7.98
		E.on	12.325	8/12/24	0.78	14.109		13.868	0.241	1.74	EUR	-8.89
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,660.000		2,826.500	-166.500	-5.89	GBP	-9.00
		BP	439.600	8/12/24	1.35	403.900		416.700	-12.800	-3.07	GBP	-9.10
	L	Goldman Sachs	485.500	8/12/24	-0.97	99.770		119.130	-19.360	-16.25	USD	-10.60
		Saint-Gobain	73.560	8/12/24	-0.41	30.200		34.840	-4.640	-13.32	EUR	-10.73
		Citigroup	57.840	8/12/24		28.140		31.270	-3.130	-10.01	USD	-10.92
		BHP	2,094.000	8/12/24	-0.14	1,798.000		2,039.500	-241.500	-11.84	GBP	-11.28
		Siemens	157.200	8/12/24	0.01	65.107		72.249	-7.142	-9.89	EUR	-11.90
		⇓instrument	freshest		⇓ Δday	5/14/12	⇓ Δwk	8/15/11	prc diff	⇓ Δ39	Curr	∅-RS
	S	Ford Motor	9.860	8/12/24	-2.38	10.320		11.350	-1.030	-9.07	USD	-12.15
	L	Ericsson	71.080	8/12/24	1.14	61.450		65.950	-4.500	-6.82	SEK	-13.48
	L	ABB	45.510	8/12/24	0.55	15.520		17.160	-1.640	-9.56	CHF	-14.34
		Rio Tinto	4,942.000	8/12/24	0.56	3,043.000		3,694.000	-651.000	-17.62	GBP	-14.67
		Aviva	484.200	8/12/24	0.35	290.700		355.800	-65.100	-18.30	GBP	-14.84
	L	Anglo American	2,232.500	8/12/24	0.29	2,119.000		2,448.000	-329.000	-13.44	GBP	-15.93
		Axa	32.350	8/12/24	-0.77	9.511		11.240	-1.729	-15.38	EUR	-16.58
	L	HP	33.780	8/12/24	0.72	10.429		14.728	-4.298	-29.19	USD	-16.60
	S	Orange	10.115	8/12/24	-0.25	10.145		13.220	-3.075	-23.26	EUR	-17.78
		Vivendi	9.488	8/12/24	0.40	12.430		15.237	-2.807	-18.42	EUR	-19.25
	L	Morgan Stanley	94.840	8/12/24	0.13	14.300		17.920	-3.620	-20.20	USD	-19.32
	S	Engie	15.335	8/12/24	0.49	16.655		20.900	-4.245	-20.31	EUR	-20.39
		ING Groep	15.232	8/12/24	0.21	4.911		6.210	-1.299	-20.92	EUR	-20.70
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.048		6.389	-1.341	-20.99	EUR	-20.89
		Telefónica	4.032	8/12/24	0.12	10.890		14.455	-3.565	-24.66	EUR	-21.09
		Banco Santander	4.089	8/12/24	-0.24	4.723		6.336	-1.613	-25.46	EUR	-22.42
		Panasonic	1,058.500	8/09/24	1.34	577.000		811.000	-234.000	-28.85	JPY	-22.61
		Societe Generale	20.520	8/12/24	0.44	16.495		24.800	-8.305	-33.49	EUR	-25.22
		Carrefour	13.730	8/12/24	-0.36	14.000		19.665	-5.665	-28.81	EUR	-25.81
	S	Sony	12,325.000	8/09/24	0.28	1,159.000		1,702.000	-543.000	-31.90	JPY	-27.08
		Repsol	12.765	8/12/24	0.67	13.800		19.195	-5.395	-28.11	EUR	-31.96
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 5/14/12 / 8/15/11 - 56 did rise, Market-Ratio(39) = 58.95 %

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


	is taking down something concerning