Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 6/04/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/04/12	⇓ Δwk	9/05/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,091.890		1,081.380	10.510	0.97	USD	-7.63
	L	Apple	217.530	8/12/24	0.71	20.153		13.562	6.591	48.60	USD	32.35
		Samsung Electronics	75,500.000	8/12/24	1.07	24,060.000		15,600.000	8,460.000	54.23	KRW	22.96
	S	Diageo	2,451.500	8/12/24	1.03	1,581.000		1,210.000	371.000	30.66	GBP	16.72
	L	Walmart	68.700	8/12/24	1.10	21.997		17.227	4.770	27.69	USD	16.31
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.390		8.130	1.260	15.50	AUD	10.55
	L	Philip Morris	116.090	8/12/24	0.07	81.910		67.810	14.100	20.79	USD	9.94
		Nike	74.640	8/12/24	0.40	26.175		20.940	5.235	25.00	USD	9.61
		Swiss Re	104.000	8/12/24	0.10	52.550		37.940	14.610	38.51	CHF	9.24
		Seven & i	1,672.500	8/09/24	-0.54	788.000		675.330	112.670	16.68	JPY	8.33
	S	Bristol-Myers	47.060	8/12/24	0.73	33.660		29.240	4.420	15.12	USD	7.41
		L´Oreal	376.650	8/12/24	-1.59	88.130		72.520	15.610	21.53	EUR	6.97
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	48.585		44.495	4.090	9.19	USD	6.90
	L	Coca-Cola	68.170	8/12/24	-0.74	36.820		34.715	2.105	6.06	USD	6.73
	L	Pfizer	28.450	8/12/24	-0.35	21.610		18.650	2.960	15.87	USD	6.48
	L	Fox A	38.830	8/12/24	-1.27	18.590		16.330	2.260	13.84	USD	5.59
		Merck (MSD)	113.480	8/12/24	-0.93	37.460		32.250	5.210	16.16	USD	5.19
	S	National Grid	978.400	8/12/24	-0.04	652.000		609.000	43.000	7.06	GBP	4.28
	S	Intel	19.360	8/12/24	-1.78	25.040		19.540	5.500	28.15	USD	4.21
		PepsiCo	171.420	8/12/24	-0.56	67.480		62.450	5.030	8.05	USD	4.19
		Marsh & McLennan	217.350	8/12/24	-1.23	31.550		28.780	2.770	9.62	USD	3.85
		GSK	1,572.000	8/12/24	0.42	1,436.490		1,273.800	162.690	12.77	GBP	3.71
		Microsoft	406.810	8/12/24	0.19	28.550		25.510	3.040	11.92	USD	3.47
		Prudential	635.400	8/12/24	0.41	683.500		564.500	119.000	21.08	GBP	3.25
	L	Nestlé	88.640	8/12/24	-0.40	54.200		47.980	6.220	12.96	CHF	3.24
		⇓instrument	freshest		⇓ Δday	6/04/12	⇓ Δwk	9/05/11	prc diff	⇓ Δ39	Curr	∅-RS
		General Electric	166.870	8/12/24	-0.16	145.200		122.000	23.200	19.02	USD	3.06
		IBM	189.480	8/12/24	-1.03	188.540		165.110	23.430	14.19	USD	2.24
		Sanofi	95.670	8/12/24	-0.60	53.720		48.080	5.640	11.73	EUR	1.13
	L	Unilever	55.100	8/12/24	-0.36	24.590		22.970	1.620	7.05	EUR	0.89
		Toyota	2,447.500	8/09/24	-0.14	580.000		521.000	59.000	11.32	JPY	-0.16
	L	Vodafone	74.440	8/12/24	0.87	168.950		157.500	11.450	7.27	GBP	-0.26
	L	Alphabet A	162.290	8/12/24	-0.84	14.510		13.095	1.415	10.80	USD	-0.33
	L	Novartis	96.740	8/12/24	0.16	41.240		37.040	4.200	11.34	CHF	-0.81
	L	Bayer	25.960	8/12/24	-0.04	48.430		40.825	7.605	18.63	EUR	-1.91
	L	3M	123.360	8/12/24	-0.65	82.620		78.080	4.540	5.81	USD	-1.96
	L	Münchener Rück	439.200	8/12/24	1.01	96.570		83.620	12.950	15.49	EUR	-1.99
	L	HSBC	643.900	8/12/24	0.22	527.000		504.500	22.500	4.46	GBP	-2.09
	S	Kimberly-Clark	34.140	8/12/24	-1.01	24.300		23.830	0.470	1.97	MXN	-2.17
		Exxon Mobil	119.000	8/12/24	0.13	77.830		71.150	6.680	9.39	USD	-3.28
		Shell	33.025	8/12/24	0.93	24.515		22.335	2.180	9.76	EUR	-3.34
	S	Johnson & Johnson	159.880	8/12/24	-0.46	62.340		64.640	-2.300	-3.56	USD	-3.53
		Barclays	220.100	8/12/24	0.85	173.479		142.395	31.084	21.83	GBP	-4.17
	L	Procter & Gamble	166.810	8/12/24	-2.19	61.400		62.380	-0.980	-1.57	USD	-4.52
	S	Volkswagen	93.500	8/12/24	-0.47	119.200		104.000	15.200	14.62	EUR	-4.59
	S	LVMH	635.100	8/12/24	-0.14	111.700		109.000	2.700	2.48	EUR	-5.06
	S	BASF	41.280	8/12/24	-0.22	53.480		44.455	9.025	20.30	EUR	-5.12
		Chevron	145.020	8/12/24	0.02	96.580		95.610	0.970	1.01	USD	-5.69
	S	McDonald´s	269.460	8/12/24	0.58	86.320		88.820	-2.500	-2.81	USD	-6.40
	S	Nissan Motor	410.200	8/09/24	-0.56	694.000		669.000	25.000	3.74	JPY	-6.73
		Schneider Electric	211.250	8/12/24	0.38	42.210		41.100	1.110	2.70	EUR	-6.75
		⇓instrument	freshest		⇓ Δday	6/04/12	⇓ Δwk	9/05/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	RWE	32.360	8/12/24	1.70	28.480		23.057	5.423	23.52	EUR	-6.89
		Standard Chartered	722.000	8/12/24	0.92	1,348.000		1,299.500	48.500	3.73	GBP	-7.49
		Aegon	5.562	8/12/24	0.22	3.234		2.828	0.406	14.36	EUR	-7.55
	L	Philips	26.060	8/12/24	-0.91	13.920		13.295	0.625	4.70	EUR	-7.69
		BP	439.600	8/12/24	1.35	406.950		363.200	43.750	12.05	GBP	-7.73
	L	Raytheon Tech	116.600	8/12/24	0.39	44.965		44.368	0.598	1.35	USD	-8.37
		TotalEnergies	61.720	8/12/24	0.60	33.960		32.010	1.950	6.09	EUR	-8.61
		UBS	24.850	8/12/24	0.44	10.690		10.320	0.370	3.59	CHF	-9.35
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,620.000		2,739.500	-119.500	-4.36	GBP	-9.42
		Bridgestone	5,582.000	8/09/24	-1.33	1,618.000		1,665.000	-47.000	-2.82	JPY	-9.71
	L	Texas Instruments	192.060	8/12/24	-0.08	27.090		24.910	2.180	8.75	USD	-10.62
		Honda Motor	1,420.000	8/09/24	-0.14	783.000		821.000	-38.000	-4.63	JPY	-10.80
		BHP	2,094.000	8/12/24	-0.14	1,776.000		1,954.000	-178.000	-9.11	GBP	-10.82
		Deutsche Bank	13.308	8/12/24	0.14	23.354		20.188	3.167	15.69	EUR	-11.38
	S	Mercedes-Benz	57.480	8/12/24	-0.57	34.850		33.145	1.705	5.14	EUR	-11.69
		Allianz	255.900	8/12/24		70.088		63.980	6.108	9.55	EUR	-12.05
	L	Ericsson	71.080	8/12/24	1.14	60.750		68.150	-7.400	-10.86	SEK	-12.64
	S	Ford Motor	9.860	8/12/24	-2.38	10.040		10.220	-0.180	-1.76	USD	-12.86
		Caterpillar	336.030	8/12/24	-0.66	83.260		85.700	-2.440	-2.85	USD	-13.50
		Vivendi	9.488	8/12/24	0.40	12.975		15.580	-2.605	-16.72	EUR	-13.97
		Siemens	157.200	8/12/24	0.01	62.487		64.001	-1.514	-2.37	EUR	-13.99
		E.on	12.325	8/12/24	0.78	13.096		12.336	0.759	6.15	EUR	-14.19
	L	Deutsche Telekom	24.730	8/12/24	0.49	7.800		8.330	-0.530	-6.36	EUR	-14.34
	S	Orange	10.115	8/12/24	-0.25	10.270		12.195	-1.925	-15.79	EUR	-14.72
		JP Morgan Chase	206.190	8/12/24	0.19	31.000		33.440	-2.440	-7.30	USD	-14.84
		⇓instrument	freshest		⇓ Δday	6/04/12	⇓ Δwk	9/05/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Anglo American	2,232.500	8/12/24	0.29	2,091.000		2,368.500	-277.500	-11.72	GBP	-15.26
	L	ABB	45.510	8/12/24	0.55	14.930		15.310	-0.380	-2.48	CHF	-15.84
		Saint-Gobain	73.560	8/12/24	-0.41	27.885		31.315	-3.430	-10.95	EUR	-15.84
	L	Goldman Sachs	485.500	8/12/24	-0.97	91.000		104.560	-13.560	-12.97	USD	-16.88
		Rio Tinto	4,942.000	8/12/24	0.56	2,899.500		3,488.500	-589.000	-16.88	GBP	-16.96
		Canon	4,525.000	8/09/24	1.64	2,908.000		3,468.000	-560.000	-16.15	JPY	-17.98
		Aviva	484.200	8/12/24	0.35	270.400		307.100	-36.700	-11.95	GBP	-18.75
		Axa	32.350	8/12/24	-0.77	8.961		9.780	-0.819	-8.37	EUR	-19.48
		Citigroup	57.840	8/12/24		24.820		27.700	-2.880	-10.40	USD	-19.66
	S	Engie	15.335	8/12/24	0.49	16.030		20.045	-4.015	-20.03	EUR	-21.34
	L	HP	33.780	8/12/24	0.72	9.564		10.731	-1.167	-10.88	USD	-21.36
		Societe Generale	20.520	8/12/24	0.44	16.525		20.250	-3.725	-18.40	EUR	-21.47
		Banco Bilbao Viz	8.924	8/12/24	0.27	4.850		5.590	-0.740	-13.24	EUR	-21.89
		ING Groep	15.232	8/12/24	0.21	4.664		5.180	-0.516	-9.96	EUR	-22.28
		Banco Santander	4.089	8/12/24	-0.24	4.530		5.650	-1.120	-19.82	EUR	-23.20
		Carrefour	13.730	8/12/24	-0.36	13.785		16.750	-2.965	-17.70	EUR	-23.92
	L	Morgan Stanley	94.840	8/12/24	0.13	12.360		15.330	-2.970	-19.37	USD	-28.04
		Telefónica	4.032	8/12/24	0.12	9.385		13.495	-4.110	-30.46	EUR	-29.84
		Panasonic	1,058.500	8/09/24	1.34	499.000		792.000	-293.000	-36.99	JPY	-30.80
	S	Sony	12,325.000	8/09/24	0.28	992.000		1,558.000	-566.000	-36.33	JPY	-35.05
		Repsol	12.765	8/12/24	0.67	12.230		18.590	-6.360	-34.21	EUR	-37.69
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 6/04/12 / 9/05/11 - 59 did rise, Market-Ratio(39) = 62.11 %

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