Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 5/21/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/21/12	⇓ Δwk	8/22/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,136.440		1,094.960	41.480	3.79	USD	-4.34
	L	Apple	217.530	8/12/24	0.71	20.046		12.730	7.316	57.47	USD	34.16
		Samsung Electronics	75,500.000	8/12/24	1.07	24,180.000		13,820.000	10,360.000	74.96	KRW	25.01
	L	Philip Morris	116.090	8/12/24	0.07	84.740		68.720	16.020	23.31	USD	14.55
		Swiss Re	104.000	8/12/24	0.10	54.550		38.600	15.950	41.32	CHF	13.79
		Nike	74.640	8/12/24	0.40	26.808		19.813	6.995	35.31	USD	13.38
	S	Diageo	2,451.500	8/12/24	1.03	1,508.000		1,121.000	387.000	34.52	GBP	12.03
		L´Oreal	376.650	8/12/24	-1.59	91.940		79.130	12.810	16.19	EUR	11.84
	L	Walmart	68.700	8/12/24	1.10	21.013		17.397	3.617	20.79	USD	11.74
	L	Pfizer	28.450	8/12/24	-0.35	22.540		17.680	4.860	27.49	USD	11.31
	L	Fox A	38.830	8/12/24	-1.27	19.500		15.510	3.990	25.73	USD	11.17
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.390		7.790	1.600	20.54	AUD	10.63
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	49.480		42.600	6.880	16.15	USD	9.42
	S	Intel	19.360	8/12/24	-1.78	26.150		19.380	6.770	34.93	USD	9.42
		Microsoft	406.810	8/12/24	0.19	29.750		23.980	5.770	24.06	USD	8.61
		General Electric	166.870	8/12/24	-0.16	152.960		120.880	32.080	26.54	USD	8.51
	L	Coca-Cola	68.170	8/12/24	-0.74	37.255		33.635	3.620	10.76	USD	8.43
		IBM	189.480	8/12/24	-1.03	197.760		158.980	38.780	24.39	USD	7.89
		Seven & i	1,672.500	8/09/24	-0.54	778.000		671.670	106.330	15.83	JPY	7.49
	S	National Grid	978.400	8/12/24	-0.04	669.000		600.500	68.500	11.41	GBP	7.30
	L	Alphabet A	162.290	8/12/24	-0.84	15.400		12.493	2.908	23.27	USD	6.39
		Merck (MSD)	113.480	8/12/24	-0.93	37.600		31.290	6.310	20.17	USD	5.67
		Marsh & McLennan	217.350	8/12/24	-1.23	31.910		27.600	4.310	15.62	USD	5.27
	S	Bristol-Myers	47.060	8/12/24	0.73	32.710		28.050	4.660	16.61	USD	4.98
		PepsiCo	171.420	8/12/24	-0.56	67.980		61.920	6.060	9.79	USD	4.83
		⇓instrument	freshest		⇓ Δday	5/21/12	⇓ Δwk	8/22/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Bayer	25.960	8/12/24	-0.04	51.770		43.400	8.370	19.29	EUR	4.54
	S	Volkswagen	93.500	8/12/24	-0.47	130.100		100.950	29.150	28.88	EUR	4.37
	L	Unilever	55.100	8/12/24	-0.36	25.315		23.350	1.965	8.42	EUR	4.34
	L	Münchener Rück	439.200	8/12/24	1.01	102.850		87.780	15.070	17.17	EUR	4.27
	S	Kimberly-Clark	34.140	8/12/24	-1.01	25.690		23.650	2.040	8.63	MXN	3.91
	L	Nestlé	88.640	8/12/24	-0.40	54.350		48.940	5.410	11.05	CHF	3.54
		Toyota	2,447.500	8/09/24	-0.14	601.000		539.000	62.000	11.50	JPY	3.15
		Sanofi	95.670	8/12/24	-0.60	54.320		49.125	5.195	10.58	EUR	2.31
	S	LVMH	635.100	8/12/24	-0.14	120.200		107.500	12.700	11.81	EUR	2.24
		GSK	1,572.000	8/12/24	0.42	1,410.800		1,286.900	123.900	9.63	GBP	2.13
		Exxon Mobil	119.000	8/12/24	0.13	82.040		70.180	11.860	16.90	USD	1.95
	S	BASF	41.280	8/12/24	-0.22	57.470		47.840	9.630	20.13	EUR	1.69
		Prudential	635.400	8/12/24	0.41	670.000		583.500	86.500	14.82	GBP	0.93
	L	3M	123.360	8/12/24	-0.65	84.460		76.950	7.510	9.76	USD	-0.11
	S	McDonald´s	269.460	8/12/24	0.58	91.270		87.760	3.510	4.00	USD	-0.61
	L	Procter & Gamble	166.810	8/12/24	-2.19	63.390		61.710	1.680	2.72	USD	-1.65
	L	Philips	26.060	8/12/24	-0.91	14.945		13.500	1.445	10.70	EUR	-1.80
	S	Nissan Motor	410.200	8/09/24	-0.56	732.000		633.000	99.000	15.64	JPY	-1.88
	S	Johnson & Johnson	159.880	8/12/24	-0.46	63.470		63.290	0.180	0.28	USD	-1.98
	L	Novartis	96.740	8/12/24	0.16	40.670		36.590	4.080	11.15	CHF	-2.49
	L	Vodafone	74.440	8/12/24	0.87	165.000		163.000	2.000	1.23	GBP	-2.63
		Chevron	145.020	8/12/24	0.02	99.690		93.300	6.390	6.85	USD	-2.77
		Shell	33.025	8/12/24	0.93	24.570		21.940	2.630	11.99	EUR	-3.05
	L	Texas Instruments	192.060	8/12/24	-0.08	29.480		25.160	4.320	17.17	USD	-3.32
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.838		9.124	-0.286	-3.13	EUR	-3.66
		⇓instrument	freshest		⇓ Δday	5/21/12	⇓ Δwk	8/22/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	RWE	32.360	8/12/24	1.70	29.730		25.529	4.201	16.46	EUR	-3.81
		Honda Motor	1,420.000	8/09/24	-0.14	846.000		780.670	65.330	8.37	JPY	-4.28
		Caterpillar	336.030	8/12/24	-0.66	91.980		79.890	12.090	15.13	USD	-4.87
	L	HSBC	643.900	8/12/24	0.22	513.400		511.000	2.400	0.47	GBP	-5.34
		Allianz	255.900	8/12/24		75.930		69.460	6.470	9.31	EUR	-5.48
	L	Raytheon Tech	116.600	8/12/24	0.39	46.381		42.593	3.789	8.89	USD	-6.03
		Bridgestone	5,582.000	8/09/24	-1.33	1,686.000		1,577.000	109.000	6.91	JPY	-6.16
		Schneider Electric	211.250	8/12/24	0.38	42.800		42.430	0.370	0.87	EUR	-6.27
	S	Mercedes-Benz	57.480	8/12/24	-0.57	37.190		33.960	3.230	9.51	EUR	-6.57
		Aegon	5.562	8/12/24	0.22	3.296		2.875	0.421	14.64	EUR	-6.86
		TotalEnergies	61.720	8/12/24	0.60	34.585		32.710	1.875	5.73	EUR	-7.38
		Deutsche Bank	13.308	8/12/24	0.14	24.644		22.950	1.694	7.38	EUR	-7.58
		Canon	4,525.000	8/09/24	1.64	3,281.000		3,482.000	-201.000	-5.77	JPY	-7.90
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,654.500		2,822.000	-167.500	-5.94	GBP	-8.86
		Barclays	220.100	8/12/24	0.85	166.274		135.097	31.177	23.08	GBP	-9.44
		Standard Chartered	722.000	8/12/24	0.92	1,328.500		1,329.000	-0.500	-0.04	GBP	-9.47
		UBS	24.850	8/12/24	0.44	10.810		10.530	0.280	2.66	CHF	-9.51
		E.on	12.325	8/12/24	0.78	13.777		13.200	0.577	4.37	EUR	-10.58
		BP	439.600	8/12/24	1.35	395.600		390.200	5.400	1.38	GBP	-10.82
		Saint-Gobain	73.560	8/12/24	-0.41	29.910		31.720	-1.810	-5.71	EUR	-10.95
		JP Morgan Chase	206.190	8/12/24	0.19	32.510		33.410	-0.900	-2.69	USD	-11.56
		Siemens	157.200	8/12/24	0.01	64.447		66.572	-2.125	-3.19	EUR	-12.26
	S	Ford Motor	9.860	8/12/24	-2.38	10.200		10.010	0.190	1.90	USD	-12.56
	L	Ericsson	71.080	8/12/24	1.14	61.600		68.150	-6.550	-9.61	SEK	-12.59
	L	Goldman Sachs	485.500	8/12/24	-0.97	96.510		106.510	-10.000	-9.39	USD	-12.98
		⇓instrument	freshest		⇓ Δday	5/21/12	⇓ Δwk	8/22/11	prc diff	⇓ Δ39	Curr	∅-RS
		Vivendi	9.488	8/12/24	0.40	13.265		14.951	-1.686	-11.28	EUR	-13.14
	L	ABB	45.510	8/12/24	0.55	15.400		15.510	-0.110	-0.71	CHF	-14.37
		BHP	2,094.000	8/12/24	-0.14	1,717.000		1,878.500	-161.500	-8.60	GBP	-14.82
		Citigroup	57.840	8/12/24		26.250		26.060	0.190	0.73	USD	-16.34
		Axa	32.350	8/12/24	-0.77	9.430		10.285	-0.855	-8.31	EUR	-16.63
	S	Orange	10.115	8/12/24	-0.25	10.120		12.705	-2.585	-20.35	EUR	-17.31
	L	Anglo American	2,232.500	8/12/24	0.29	2,024.000		2,249.500	-225.500	-10.02	GBP	-19.17
	L	HP	33.780	8/12/24	0.72	9.941		11.104	-1.163	-10.47	USD	-19.73
		Rio Tinto	4,942.000	8/12/24	0.56	2,823.000		3,421.000	-598.000	-17.48	GBP	-20.35
		Aviva	484.200	8/12/24	0.35	268.300		318.000	-49.700	-15.63	GBP	-20.82
	S	Engie	15.335	8/12/24	0.49	16.200		20.165	-3.965	-19.66	EUR	-21.89
		Banco Bilbao Viz	8.924	8/12/24	0.27	4.886		5.934	-1.048	-17.66	EUR	-22.75
		ING Groep	15.232	8/12/24	0.21	4.630		5.406	-0.776	-14.35	EUR	-24.46
	L	Morgan Stanley	94.840	8/12/24	0.13	13.190		15.670	-2.480	-15.83	USD	-24.87
		Banco Santander	4.089	8/12/24	-0.24	4.514		6.015	-1.501	-24.95	EUR	-25.11
		Carrefour	13.730	8/12/24	-0.36	13.910		18.640	-4.730	-25.38	EUR	-25.26
		Societe Generale	20.520	8/12/24	0.44	15.895		21.065	-5.170	-24.54	EUR	-26.82
		Telefónica	4.032	8/12/24	0.12	9.816		13.995	-4.179	-29.86	EUR	-28.27
	S	Sony	12,325.000	8/09/24	0.28	1,117.000		1,577.000	-460.000	-29.17	JPY	-28.82
		Panasonic	1,058.500	8/09/24	1.34	522.000		786.000	-264.000	-33.59	JPY	-29.31
		Repsol	12.765	8/12/24	0.67	13.490		18.325	-4.835	-26.38	EUR	-32.76
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 5/21/12 / 8/22/11 - 66 did rise, Market-Ratio(39) = 69.47 %

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