Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 5/28/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/28/12	⇓ Δwk	8/29/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,129.840		1,141.940	-12.100	-1.06	USD	-4.69
	L	Apple	217.530	8/12/24	0.71	20.438		13.927	6.511	46.75	USD	35.46
		Samsung Electronics	75,500.000	8/12/24	1.07	24,760.000		14,660.000	10,100.000	68.89	KRW	27.30
		Nike	74.640	8/12/24	0.40	27.730		22.135	5.595	25.28	USD	16.72
	L	Walmart	68.700	8/12/24	1.10	21.893		17.730	4.163	23.48	USD	16.13
		Swiss Re	104.000	8/12/24	0.10	55.750		41.480	14.270	34.40	CHF	16.11
	L	Philip Morris	116.090	8/12/24	0.07	85.590		70.500	15.090	21.40	USD	15.25
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.570		8.050	1.520	18.88	AUD	12.72
	S	Diageo	2,451.500	8/12/24	1.03	1,513.500		1,205.000	308.500	25.60	GBP	12.07
	L	Fox A	38.830	8/12/24	-1.27	19.690		17.325	2.365	13.65	USD	11.98
		L´Oreal	376.650	8/12/24	-1.59	90.710		78.440	12.270	15.64	EUR	10.20
		General Electric	166.870	8/12/24	-0.16	154.800		128.320	26.480	20.64	USD	9.85
	L	Coca-Cola	68.170	8/12/24	-0.74	37.730		34.865	2.865	8.22	USD	9.61
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	49.680		44.885	4.795	10.68	USD	9.57
	L	Pfizer	28.450	8/12/24	-0.35	22.180		18.880	3.300	17.48	USD	9.35
	S	Intel	19.360	8/12/24	-1.78	26.090		20.295	5.795	28.55	USD	8.89
	S	National Grid	978.400	8/12/24	-0.04	678.500		613.000	65.500	10.69	GBP	8.68
		Seven & i	1,672.500	8/09/24	-0.54	784.000		660.000	124.000	18.79	JPY	8.01
		Microsoft	406.810	8/12/24	0.19	29.560		25.840	3.720	14.40	USD	7.48
		PepsiCo	171.420	8/12/24	-0.56	69.330		64.160	5.170	8.06	USD	7.00
		Marsh & McLennan	217.350	8/12/24	-1.23	32.460		29.740	2.720	9.15	USD	6.96
		IBM	189.480	8/12/24	-1.03	196.460		172.620	23.840	13.81	USD	6.85
	S	Bristol-Myers	47.060	8/12/24	0.73	33.340		29.290	4.050	13.83	USD	6.69
		Merck (MSD)	113.480	8/12/24	-0.93	37.590		32.460	5.130	15.80	USD	5.60
	L	Nestlé	88.640	8/12/24	-0.40	55.050		50.550	4.500	8.90	CHF	4.88
		⇓instrument	freshest		⇓ Δday	5/28/12	⇓ Δwk	8/29/11	prc diff	⇓ Δ39	Curr	∅-RS
		Toyota	2,447.500	8/09/24	-0.14	609.000		550.000	59.000	10.73	JPY	4.68
	L	Unilever	55.100	8/12/24	-0.36	25.365		23.095	2.270	9.83	EUR	4.31
	L	Münchener Rück	439.200	8/12/24	1.01	102.350		89.170	13.180	14.78	EUR	3.83
		GSK	1,572.000	8/12/24	0.42	1,434.480		1,295.970	138.510	10.69	GBP	3.71
	S	Volkswagen	93.500	8/12/24	-0.47	129.180		112.000	17.180	15.34	EUR	3.48
		Prudential	635.400	8/12/24	0.41	684.000		598.000	86.000	14.38	GBP	3.18
	L	Bayer	25.960	8/12/24	-0.04	51.000		44.460	6.540	14.71	EUR	3.12
		Sanofi	95.670	8/12/24	-0.60	54.740		49.860	4.880	9.79	EUR	3.07
	L	Alphabet A	162.290	8/12/24	-0.84	14.905		13.519	1.386	10.25	USD	2.62
	L	Vodafone	74.440	8/12/24	0.87	172.600		162.500	10.100	6.22	GBP	1.93
		Exxon Mobil	119.000	8/12/24	0.13	81.930		74.120	7.810	10.54	USD	1.78
	L	3M	123.360	8/12/24	-0.65	85.730		82.100	3.630	4.42	USD	1.56
	S	BASF	41.280	8/12/24	-0.22	57.010		48.360	8.650	17.89	EUR	0.99
	S	LVMH	635.100	8/12/24	-0.14	118.600		113.150	5.450	4.82	EUR	0.81
	S	Kimberly-Clark	34.140	8/12/24	-1.01	24.900		25.700	-0.800	-3.11	MXN	0.49
	L	Novartis	96.740	8/12/24	0.16	41.830		38.660	3.170	8.20	CHF	0.47
	S	Nissan Motor	410.200	8/09/24	-0.56	745.000		679.000	66.000	9.72	JPY	0.02
		Shell	33.025	8/12/24	0.93	25.150		22.305	2.845	12.75	EUR	-0.80
	S	McDonald´s	269.460	8/12/24	0.58	90.900		90.790	0.110	0.12	USD	-1.22
		Aegon	5.562	8/12/24	0.22	3.449		2.985	0.464	15.54	EUR	-1.95
		Chevron	145.020	8/12/24	0.02	100.240		98.740	1.500	1.52	USD	-2.20
	L	Procter & Gamble	166.810	8/12/24	-2.19	62.950		63.090	-0.140	-0.22	USD	-2.23
	S	Johnson & Johnson	159.880	8/12/24	-0.46	62.590		65.860	-3.270	-4.97	USD	-3.28
	L	RWE	32.360	8/12/24	1.70	29.700		25.863	3.837	14.84	EUR	-3.40
	L	Texas Instruments	192.060	8/12/24	-0.08	29.360		26.160	3.200	12.23	USD	-3.45
		⇓instrument	freshest		⇓ Δday	5/28/12	⇓ Δwk	8/29/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Raytheon Tech	116.600	8/12/24	0.39	47.256		46.488	0.768	1.65	USD	-3.98
		Caterpillar	336.030	8/12/24	-0.66	92.520		88.150	4.370	4.96	USD	-4.12
		Schneider Electric	211.250	8/12/24	0.38	43.565		45.120	-1.555	-3.45	EUR	-4.17
	S	Mercedes-Benz	57.480	8/12/24	-0.57	37.850		36.205	1.645	4.54	EUR	-4.49
		Honda Motor	1,420.000	8/09/24	-0.14	839.000		806.000	33.000	4.09	JPY	-4.76
	L	Philips	26.060	8/12/24	-0.91	14.375		13.985	0.390	2.79	EUR	-5.14
		UBS	24.850	8/12/24	0.44	11.220		11.250	-0.030	-0.27	CHF	-5.44
	L	HSBC	643.900	8/12/24	0.22	510.400		524.900	-14.500	-2.76	GBP	-5.55
		Allianz	255.900	8/12/24		75.365		68.870	6.495	9.43	EUR	-5.82
		TotalEnergies	61.720	8/12/24	0.60	35.065		33.165	1.900	5.73	EUR	-5.85
		Bridgestone	5,582.000	8/09/24	-1.33	1,684.000		1,663.000	21.000	1.26	JPY	-6.17
		Deutsche Bank	13.308	8/12/24	0.14	24.827		23.325	1.502	6.44	EUR	-6.34
	S	Ford Motor	9.860	8/12/24	-2.38	10.840		10.930	-0.090	-0.82	USD	-6.44
		Canon	4,525.000	8/09/24	1.64	3,294.000		3,558.000	-264.000	-7.42	JPY	-7.35
	L	Ericsson	71.080	8/12/24	1.14	64.700		71.400	-6.700	-9.38	SEK	-7.53
		JP Morgan Chase	206.190	8/12/24	0.19	33.630		37.640	-4.010	-10.65	USD	-8.04
		Barclays	220.100	8/12/24	0.85	167.197		152.787	14.410	9.43	GBP	-8.30
		Saint-Gobain	73.560	8/12/24	-0.41	30.330		33.535	-3.205	-9.56	EUR	-9.08
		Standard Chartered	722.000	8/12/24	0.92	1,329.000		1,362.000	-33.000	-2.42	GBP	-9.15
		Siemens	157.200	8/12/24	0.01	66.116		68.280	-2.164	-3.17	EUR	-9.47
		E.on	12.325	8/12/24	0.78	13.877		13.723	0.155	1.13	EUR	-9.49
		BP	439.600	8/12/24	1.35	399.700		397.600	2.100	0.53	GBP	-9.65
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,617.500		2,865.000	-247.500	-8.64	GBP	-9.85
	L	Goldman Sachs	485.500	8/12/24	-0.97	97.860		116.070	-18.210	-15.69	USD	-11.20
	L	ABB	45.510	8/12/24	0.55	15.810		16.750	-0.940	-5.61	CHF	-11.46
		⇓instrument	freshest		⇓ Δday	5/28/12	⇓ Δwk	8/29/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.095		9.627	-1.532	-15.91	EUR	-11.49
		Citigroup	57.840	8/12/24		27.020		31.290	-4.270	-13.65	USD	-13.20
		Vivendi	9.488	8/12/24	0.40	13.010		15.532	-2.522	-16.24	EUR	-14.30
		BHP	2,094.000	8/12/24	-0.14	1,716.500		2,042.500	-326.000	-15.96	GBP	-14.36
	S	Orange	10.115	8/12/24	-0.25	10.255		13.010	-2.755	-21.18	EUR	-15.52
	L	HP	33.780	8/12/24	0.72	10.354		11.862	-1.508	-12.71	USD	-15.61
		Axa	32.350	8/12/24	-0.77	9.311		10.470	-1.159	-11.07	EUR	-17.03
		Rio Tinto	4,942.000	8/12/24	0.56	2,857.500		3,673.500	-816.000	-22.21	GBP	-18.80
	L	Anglo American	2,232.500	8/12/24	0.29	2,017.000		2,483.000	-466.000	-18.77	GBP	-18.90
		Aviva	484.200	8/12/24	0.35	269.900		329.700	-59.800	-18.14	GBP	-19.64
	S	Engie	15.335	8/12/24	0.49	16.235		21.555	-5.320	-24.68	EUR	-21.02
		ING Groep	15.232	8/12/24	0.21	4.770		5.625	-0.855	-15.20	EUR	-21.33
	L	Morgan Stanley	94.840	8/12/24	0.13	13.640		17.320	-3.680	-21.25	USD	-21.43
		Carrefour	13.730	8/12/24	-0.36	14.270		18.845	-4.575	-24.28	EUR	-22.26
		Banco Bilbao Viz	8.924	8/12/24	0.27	4.763		5.968	-1.205	-20.19	EUR	-24.03
		Societe Generale	20.520	8/12/24	0.44	16.150		22.100	-5.950	-26.92	EUR	-24.44
		Banco Santander	4.089	8/12/24	-0.24	4.407		6.030	-1.623	-26.92	EUR	-26.12
		Panasonic	1,058.500	8/09/24	1.34	523.000		789.000	-266.000	-33.71	JPY	-28.32
		Telefónica	4.032	8/12/24	0.12	9.440		14.100	-4.660	-33.05	EUR	-30.26
		Repsol	12.765	8/12/24	0.67	13.815		18.895	-5.080	-26.89	EUR	-30.38
	S	Sony	12,325.000	8/09/24	0.28	1,065.000		1,633.000	-568.000	-34.78	JPY	-31.24
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 5/28/12 / 8/29/11 - 58 did rise, Market-Ratio(39) = 61.05 %

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