Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 7/02/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/02/12	⇓ Δwk	10/03/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,179.900		1,042.120	137.780	13.22	USD	0.66
	L	Apple	217.530	8/12/24	0.71	21.161		13.379	7.783	58.17	USD	33.02
	L	Fox A	38.830	8/12/24	-1.27	22.850		15.010	7.840	52.23	USD	28.23
		Swiss Re	104.000	8/12/24	0.10	60.100		42.250	17.850	42.25	CHF	23.61
	S	Diageo	2,451.500	8/12/24	1.03	1,658.000		1,234.500	423.500	34.31	GBP	20.40
	L	Walmart	68.700	8/12/24	1.10	23.117		17.320	5.797	33.47	USD	20.07
		Samsung Electronics	75,500.000	8/12/24	1.07	23,820.000		17,200.000	6,620.000	38.49	KRW	18.61
	L	Philip Morris	116.090	8/12/24	0.07	89.000		61.760	27.240	44.11	USD	17.45
	L	Bayer	25.960	8/12/24	-0.04	57.480		40.575	16.905	41.66	EUR	17.13
		Merck (MSD)	113.480	8/12/24	-0.93	41.850		31.570	10.280	32.56	USD	16.73
		General Electric	166.870	8/12/24	-0.16	163.920		117.520	46.400	39.48	USD	16.03
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.800		7.790	2.010	25.80	AUD	14.77
	L	Münchener Rück	439.200	8/12/24	1.01	111.900		91.160	20.740	22.75	EUR	13.64
		Prudential	635.400	8/12/24	0.41	751.500		542.500	209.000	38.53	GBP	13.58
	S	Bristol-Myers	47.060	8/12/24	0.73	36.050		31.490	4.560	14.48	USD	13.24
	L	Coca-Cola	68.170	8/12/24	-0.74	39.460		32.710	6.750	20.64	USD	13.22
		Sanofi	95.670	8/12/24	-0.60	60.330		49.005	11.325	23.11	EUR	13.06
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	51.860		44.150	7.710	17.46	USD	12.85
	L	Pfizer	28.450	8/12/24	-0.35	22.995		17.330	5.665	32.69	USD	12.60
		L´Oreal	376.650	8/12/24	-1.59	92.770		72.940	19.830	27.19	EUR	12.23
		Toyota	2,447.500	8/09/24	-0.14	644.000		526.000	118.000	22.43	JPY	11.35
		PepsiCo	171.420	8/12/24	-0.56	70.760		60.290	10.470	17.37	USD	9.32
	S	Intel	19.360	8/12/24	-1.78	26.665		20.620	6.045	29.32	USD	9.28
	L	RWE	32.360	8/12/24	1.70	32.815		27.149	5.666	20.87	EUR	9.22
		Microsoft	406.810	8/12/24	0.19	30.560		24.530	6.030	24.58	USD	9.16
		⇓instrument	freshest		⇓ Δday	7/02/12	⇓ Δwk	10/03/11	prc diff	⇓ Δ39	Curr	∅-RS
		Seven & i	1,672.500	8/09/24	-0.54	797.000		732.330	64.670	8.83	JPY	9.04
	L	Nestlé	88.640	8/12/24	-0.40	57.000		50.150	6.850	13.66	CHF	8.24
	L	Unilever	55.100	8/12/24	-0.36	26.595		23.565	3.030	12.86	EUR	8.10
	S	National Grid	978.400	8/12/24	-0.04	681.000		640.000	41.000	6.41	GBP	8.03
		Aegon	5.562	8/12/24	0.22	3.670		3.013	0.657	21.81	EUR	7.09
	L	Novartis	96.740	8/12/24	0.16	44.460		42.370	2.090	4.93	CHF	7.02
	L	HSBC	643.900	8/12/24	0.22	570.100		487.600	82.500	16.92	GBP	6.87
		Marsh & McLennan	217.350	8/12/24	-1.23	32.470		25.710	6.760	26.29	USD	6.52
	L	3M	123.360	8/12/24	-0.65	89.280		70.930	18.350	25.87	USD	6.52
		GSK	1,572.000	8/12/24	0.42	1,482.830		1,338.780	144.050	10.76	GBP	6.07
		Exxon Mobil	119.000	8/12/24	0.13	85.340		71.150	14.190	19.94	USD	5.92
	L	Philips	26.060	8/12/24	-0.91	15.730		13.280	2.450	18.45	EUR	5.79
	S	Johnson & Johnson	159.880	8/12/24	-0.46	68.000		62.080	5.920	9.54	USD	5.45
	L	Vodafone	74.440	8/12/24	0.87	179.400		168.550	10.850	6.44	GBP	5.38
		Shell	33.025	8/12/24	0.93	26.850		22.890	3.960	17.30	EUR	5.33
		Honda Motor	1,420.000	8/09/24	-0.14	913.000		754.330	158.670	21.03	JPY	5.27
	S	Kimberly-Clark	34.140	8/12/24	-1.01	26.090		24.040	2.050	8.53	MXN	5.00
		IBM	189.480	8/12/24	-1.03	195.830		173.290	22.540	13.01	USD	4.87
		E.on	12.325	8/12/24	0.78	15.659		14.732	0.927	6.29	EUR	4.53
		Chevron	145.020	8/12/24	0.02	105.860		89.880	15.980	17.78	USD	3.35
	S	LVMH	635.100	8/12/24	-0.14	121.000		98.040	22.960	23.42	EUR	2.82
		Allianz	255.900	8/12/24		80.300		67.490	12.810	18.98	EUR	2.57
		Bridgestone	5,582.000	8/09/24	-1.33	1,823.000		1,702.000	121.000	7.11	JPY	2.04
		JP Morgan Chase	206.190	8/12/24	0.19	36.280		28.650	7.630	26.63	USD	1.17
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,882.000		2,866.000	16.000	0.56	GBP	0.70
		⇓instrument	freshest		⇓ Δday	7/02/12	⇓ Δwk	10/03/11	prc diff	⇓ Δ39	Curr	∅-RS
		Vivendi	9.488	8/12/24	0.40	14.805		14.641	0.164	1.12	EUR	0.33
	S	Volkswagen	93.500	8/12/24	-0.47	124.560		92.800	31.760	34.22	EUR	0.15
	S	Nissan Motor	410.200	8/09/24	-0.56	740.000		681.000	59.000	8.66	JPY	0.06
		Schneider Electric	211.250	8/12/24	0.38	44.175		39.450	4.725	11.98	EUR	-0.52
	S	BASF	41.280	8/12/24	-0.22	55.250		45.050	10.200	22.64	EUR	-0.91
	L	Alphabet A	162.290	8/12/24	-0.84	14.557		12.426	2.130	17.14	USD	-1.13
		BP	439.600	8/12/24	1.35	432.500		386.850	45.650	11.80	GBP	-1.41
		Standard Chartered	722.000	8/12/24	0.92	1,419.000		1,229.500	189.500	15.41	GBP	-1.56
		Axa	32.350	8/12/24	-0.77	10.600		9.572	1.028	10.74	EUR	-1.72
		TotalEnergies	61.720	8/12/24	0.60	35.985		32.545	3.440	10.57	EUR	-2.36
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.713		8.706	0.007	0.08	EUR	-2.44
	L	Raytheon Tech	116.600	8/12/24	0.39	47.225		43.650	3.575	8.19	USD	-2.78
		UBS	24.850	8/12/24	0.44	11.200		10.090	1.110	11.00	CHF	-2.85
		Deutsche Bank	13.308	8/12/24	0.14	24.695		20.971	3.724	17.76	EUR	-3.90
	L	Procter & Gamble	166.810	8/12/24	-2.19	61.190		62.840	-1.650	-2.63	USD	-4.47
	S	Engie	15.335	8/12/24	0.49	18.900		22.395	-3.495	-15.61	EUR	-4.56
		Societe Generale	20.520	8/12/24	0.44	18.950		18.970	-0.020	-0.11	EUR	-5.03
	S	McDonald´s	269.460	8/12/24	0.58	88.080		86.020	2.060	2.39	USD	-5.08
	L	Texas Instruments	192.060	8/12/24	-0.08	28.280		26.460	1.820	6.88	USD	-5.56
	S	Mercedes-Benz	57.480	8/12/24	-0.57	36.240		32.845	3.395	10.34	EUR	-5.97
		BHP	2,094.000	8/12/24	-0.14	1,830.000		1,710.000	120.000	7.02	GBP	-6.30
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.635		5.960	-0.325	-5.45	EUR	-6.34
	L	Ericsson	71.080	8/12/24	1.14	62.900		68.800	-5.900	-8.58	SEK	-7.24
		Panasonic	1,058.500	8/09/24	1.34	643.000		713.000	-70.000	-9.82	JPY	-7.46
		Saint-Gobain	73.560	8/12/24	-0.41	29.580		28.585	0.995	3.48	EUR	-7.70
		⇓instrument	freshest		⇓ Δday	7/02/12	⇓ Δwk	10/03/11	prc diff	⇓ Δ39	Curr	∅-RS
		Banco Santander	4.089	8/12/24	-0.24	5.250		5.885	-0.635	-10.79	EUR	-7.73
		Siemens	157.200	8/12/24	0.01	65.146		65.078	0.068	0.10	EUR	-8.05
		Citigroup	57.840	8/12/24		27.460		23.110	4.350	18.82	USD	-8.54
		ING Groep	15.232	8/12/24	0.21	5.276		5.058	0.218	4.31	EUR	-8.65
		Canon	4,525.000	8/09/24	1.64	3,194.000		3,454.000	-260.000	-7.53	JPY	-8.65
	L	Goldman Sachs	485.500	8/12/24	-0.97	97.130		90.080	7.050	7.83	USD	-8.73
		Nike	74.640	8/12/24	0.40	22.213		20.763	1.450	6.98	USD	-8.73
	L	Morgan Stanley	94.840	8/12/24	0.13	14.940		12.470	2.470	19.81	USD	-9.40
	L	ABB	45.510	8/12/24	0.55	15.630		15.520	0.110	0.71	CHF	-9.61
		Rio Tinto	4,942.000	8/12/24	0.56	3,060.500		2,819.500	241.000	8.55	GBP	-9.89
	S	Orange	10.115	8/12/24	-0.25	10.435		12.140	-1.705	-14.04	EUR	-10.68
		Caterpillar	336.030	8/12/24	-0.66	83.680		70.550	13.130	18.61	USD	-11.98
		Aviva	484.200	8/12/24	0.35	282.700		288.600	-5.900	-2.04	GBP	-12.03
	L	Anglo American	2,232.500	8/12/24	0.29	2,109.000		2,214.000	-105.000	-4.74	GBP	-12.31
		Barclays	220.100	8/12/24	0.85	155.558		144.335	11.223	7.78	GBP	-12.44
		Carrefour	13.730	8/12/24	-0.36	14.715		17.010	-2.295	-13.49	EUR	-14.69
	S	Ford Motor	9.860	8/12/24	-2.38	9.390		9.370	0.020	0.21	USD	-16.83
		Telefónica	4.032	8/12/24	0.12	10.405		14.140	-3.735	-26.41	EUR	-18.76
	S	Sony	12,325.000	8/09/24	0.28	1,140.000		1,436.000	-296.000	-20.61	JPY	-21.37
	L	HP	33.780	8/12/24	0.72	9.155		10.082	-0.926	-9.19	USD	-21.66
		Repsol	12.765	8/12/24	0.67	12.775		19.305	-6.530	-33.83	EUR	-31.22
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 7/02/12 / 10/03/11 - 79 did rise, Market-Ratio(39) = 83.16 %

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


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