Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 6/11/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/11/12	⇓ Δwk	9/12/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,126.320		1,061.120	65.200	6.14	USD	-4.43
	L	Apple	217.530	8/12/24	0.71	20.399		13.569	6.830	50.33	USD	32.66
		Samsung Electronics	75,500.000	8/12/24	1.07	24,340.000		15,960.000	8,380.000	52.51	KRW	23.58
	L	Walmart	68.700	8/12/24	1.10	22.510		17.273	5.237	30.32	USD	18.58
	S	Diageo	2,451.500	8/12/24	1.03	1,588.500		1,188.000	400.500	33.71	GBP	16.84
		Swiss Re	104.000	8/12/24	0.10	55.350		37.490	17.860	47.64	CHF	14.94
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.720		7.690	2.030	26.40	AUD	14.33
	L	Philip Morris	116.090	8/12/24	0.07	84.380		66.020	18.360	27.81	USD	12.87
		L´Oreal	376.650	8/12/24	-1.59	92.420		71.700	20.720	28.90	EUR	12.12
		Nike	74.640	8/12/24	0.40	26.865		21.090	5.775	27.38	USD	11.88
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	49.995		43.860	6.135	13.99	USD	9.70
	L	Pfizer	28.450	8/12/24	-0.35	22.100		18.245	3.855	21.13	USD	8.81
	S	Bristol-Myers	47.060	8/12/24	0.73	34.180		29.440	4.740	16.10	USD	8.67
		General Electric	166.870	8/12/24	-0.16	152.880		120.080	32.800	27.32	USD	8.55
	L	Fox A	38.830	8/12/24	-1.27	19.140		16.180	2.960	18.29	USD	8.53
	L	Coca-Cola	68.170	8/12/24	-0.74	37.330		34.690	2.640	7.61	USD	7.96
		Merck (MSD)	113.480	8/12/24	-0.93	38.470		32.000	6.470	20.22	USD	7.92
	S	Intel	19.360	8/12/24	-1.78	25.985		20.280	5.705	28.13	USD	7.85
		Prudential	635.400	8/12/24	0.41	700.000		568.000	132.000	23.24	GBP	5.83
	S	National Grid	978.400	8/12/24	-0.04	659.500		616.000	43.500	7.06	GBP	5.27
		PepsiCo	171.420	8/12/24	-0.56	68.050		60.140	7.910	13.15	USD	5.11
		Toyota	2,447.500	8/09/24	-0.14	608.000		523.000	85.000	16.25	JPY	4.87
		GSK	1,572.000	8/12/24	0.42	1,450.090		1,286.900	163.190	12.68	GBP	4.50
	L	Nestlé	88.640	8/12/24	-0.40	54.800		48.760	6.040	12.39	CHF	4.37
		Microsoft	406.810	8/12/24	0.19	28.895		25.890	3.005	11.61	USD	4.35
		⇓instrument	freshest		⇓ Δday	6/11/12	⇓ Δwk	9/12/11	prc diff	⇓ Δ39	Curr	∅-RS
		Seven & i	1,672.500	8/09/24	-0.54	759.330		709.000	50.330	7.10	JPY	4.18
		IBM	189.480	8/12/24	-1.03	192.510		162.420	30.090	18.53	USD	4.11
		Marsh & McLennan	217.350	8/12/24	-1.23	31.520		28.380	3.140	11.06	USD	3.66
		Sanofi	95.670	8/12/24	-0.60	54.950		46.505	8.445	18.16	EUR	3.40
	L	Münchener Rück	439.200	8/12/24	1.01	101.700		79.550	22.150	27.84	EUR	3.34
	S	Nissan Motor	410.200	8/09/24	-0.56	763.000		657.000	106.000	16.13	JPY	2.77
	L	Unilever	55.100	8/12/24	-0.36	25.030		22.405	2.625	11.72	EUR	2.50
	S	LVMH	635.100	8/12/24	-0.14	120.250		107.700	12.550	11.65	EUR	2.30
	L	Bayer	25.960	8/12/24	-0.04	50.060		38.440	11.620	30.23	EUR	1.66
	L	3M	123.360	8/12/24	-0.65	85.180		78.220	6.960	8.90	USD	1.26
	L	Vodafone	74.440	8/12/24	0.87	171.050		158.000	13.050	8.26	GBP	0.91
	L	Novartis	96.740	8/12/24	0.16	41.880		39.830	2.050	5.15	CHF	0.86
		Exxon Mobil	119.000	8/12/24	0.13	80.270		71.840	8.430	11.73	USD	-0.18
		Shell	33.025	8/12/24	0.93	25.285		23.105	2.180	9.44	EUR	-0.36
	L	HSBC	643.900	8/12/24	0.22	533.800		492.550	41.250	8.37	GBP	-0.51
	S	BASF	41.280	8/12/24	-0.22	55.830		43.660	12.170	27.87	EUR	-0.65
	S	Volkswagen	93.500	8/12/24	-0.47	124.000		102.050	21.950	21.51	EUR	-0.68
		Barclays	220.100	8/12/24	0.85	176.019		130.848	45.171	34.52	GBP	-2.20
	S	Kimberly-Clark	34.140	8/12/24	-1.01	24.300		23.360	0.940	4.02	MXN	-2.25
	L	Alphabet A	162.290	8/12/24	-0.84	14.257		13.294	0.963	7.24	USD	-2.27
		Chevron	145.020	8/12/24	0.02	99.910		95.910	4.000	4.17	USD	-2.37
	L	Procter & Gamble	166.810	8/12/24	-2.19	62.540		61.830	0.710	1.15	USD	-2.62
		Schneider Electric	211.250	8/12/24	0.38	43.535		38.210	5.325	13.94	EUR	-3.34
	L	Philips	26.060	8/12/24	-0.91	14.455		12.225	2.230	18.24	EUR	-3.65
	S	Johnson & Johnson	159.880	8/12/24	-0.46	62.120		63.590	-1.470	-2.31	USD	-3.76
		⇓instrument	freshest		⇓ Δday	6/11/12	⇓ Δwk	9/12/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Raytheon Tech	116.600	8/12/24	0.39	46.960		44.764	2.196	4.91	USD	-4.01
		Honda Motor	1,420.000	8/09/24	-0.14	834.670		758.330	76.340	10.07	JPY	-4.47
		Bridgestone	5,582.000	8/09/24	-1.33	1,707.000		1,699.000	8.000	0.47	JPY	-4.56
		Aegon	5.562	8/12/24	0.22	3.285		2.742	0.543	19.80	EUR	-5.52
		BP	439.600	8/12/24	1.35	414.900		375.500	39.400	10.49	GBP	-5.73
		UBS	24.850	8/12/24	0.44	11.010		10.300	0.710	6.89	CHF	-5.99
	L	RWE	32.360	8/12/24	1.70	28.570		21.696	6.874	31.68	EUR	-6.12
	S	McDonald´s	269.460	8/12/24	0.58	86.590		86.190	0.400	0.46	USD	-6.25
		TotalEnergies	61.720	8/12/24	0.60	34.695		32.120	2.575	8.02	EUR	-6.42
		Standard Chartered	722.000	8/12/24	0.92	1,347.500		1,334.000	13.500	1.01	GBP	-7.24
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,665.000		2,738.500	-73.500	-2.68	GBP	-7.54
		Deutsche Bank	13.308	8/12/24	0.14	24.163		18.217	5.946	32.64	EUR	-7.68
		Allianz	255.900	8/12/24		72.690		57.750	14.940	25.87	EUR	-8.32
	L	Texas Instruments	192.060	8/12/24	-0.08	27.650		26.280	1.370	5.21	USD	-8.40
	S	Ford Motor	9.860	8/12/24	-2.38	10.450		10.110	0.340	3.36	USD	-8.74
		Canon	4,525.000	8/09/24	1.64	3,201.000		3,392.000	-191.000	-5.63	JPY	-9.25
		JP Morgan Chase	206.190	8/12/24	0.19	32.820		32.420	0.400	1.23	USD	-9.36
		Vivendi	9.488	8/12/24	0.40	13.535		14.956	-1.421	-9.50	EUR	-9.67
	L	Ericsson	71.080	8/12/24	1.14	62.350		70.900	-8.550	-12.06	SEK	-9.73
	S	Mercedes-Benz	57.480	8/12/24	-0.57	35.225		31.775	3.450	10.86	EUR	-10.23
		BHP	2,094.000	8/12/24	-0.14	1,765.000		1,933.500	-168.500	-8.71	GBP	-10.92
		Caterpillar	336.030	8/12/24	-0.66	85.190		83.870	1.320	1.57	USD	-11.17
	L	ABB	45.510	8/12/24	0.55	15.630		15.740	-0.110	-0.70	CHF	-11.24
		Axa	32.350	8/12/24	-0.77	9.681		8.484	1.197	14.11	EUR	-12.22
		Siemens	157.200	8/12/24	0.01	63.138		62.536	0.602	0.96	EUR	-12.54
		⇓instrument	freshest		⇓ Δday	6/11/12	⇓ Δwk	9/12/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Deutsche Telekom	24.730	8/12/24	0.49	7.873		7.946	-0.073	-0.92	EUR	-13.11
		Citigroup	57.840	8/12/24		26.480		26.960	-0.480	-1.78	USD	-13.57
		E.on	12.325	8/12/24	0.78	13.027		11.705	1.323	11.30	EUR	-14.22
	L	Goldman Sachs	485.500	8/12/24	-0.97	92.800		102.920	-10.120	-9.83	USD	-14.60
	L	Anglo American	2,232.500	8/12/24	0.29	2,069.500		2,358.500	-289.000	-12.25	GBP	-15.56
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.152		5.053	0.099	1.96	EUR	-16.27
		Banco Santander	4.089	8/12/24	-0.24	4.835		5.158	-0.323	-6.26	EUR	-17.17
		Rio Tinto	4,942.000	8/12/24	0.56	2,851.000		3,510.000	-659.000	-18.77	GBP	-17.78
		Saint-Gobain	73.560	8/12/24	-0.41	26.925		28.710	-1.785	-6.22	EUR	-18.05
		Societe Generale	20.520	8/12/24	0.44	16.965		15.570	1.395	8.96	EUR	-18.22
		ING Groep	15.232	8/12/24	0.21	4.850		4.492	0.358	7.97	EUR	-18.34
		Aviva	484.200	8/12/24	0.35	268.900		289.200	-20.300	-7.02	GBP	-18.50
	L	HP	33.780	8/12/24	0.72	9.723		10.254	-0.531	-5.18	USD	-19.24
	S	Engie	15.335	8/12/24	0.49	16.295		19.620	-3.325	-16.95	EUR	-19.37
	S	Orange	10.115	8/12/24	-0.25	9.638		11.390	-1.752	-15.38	EUR	-19.37
		Panasonic	1,058.500	8/09/24	1.34	563.000		758.000	-195.000	-25.73	JPY	-20.96
	L	Morgan Stanley	94.840	8/12/24	0.13	13.370		15.050	-1.680	-11.16	USD	-21.22
		Carrefour	13.730	8/12/24	-0.36	13.820		15.260	-1.440	-9.44	EUR	-22.68
		Telefónica	4.032	8/12/24	0.12	9.683		12.690	-3.007	-23.70	EUR	-26.77
	S	Sony	12,325.000	8/09/24	0.28	1,024.000		1,509.000	-485.000	-32.14	JPY	-31.92
		Repsol	12.765	8/12/24	0.67	12.535		18.745	-6.210	-33.13	EUR	-35.24
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 6/11/12 / 9/12/11 - 71 did rise, Market-Ratio(39) = 74.74 %

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