Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 7/09/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/09/12	⇓ Δwk	10/10/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,156.010		1,128.150	27.860	2.47	USD	-1.20
	L	Apple	217.530	8/12/24	0.71	21.925		13.886	8.039	57.89	USD	36.43
	L	Walmart	68.700	8/12/24	1.10	23.920		18.270	5.650	30.93	USD	23.64
	L	Fox A	38.830	8/12/24	-1.27	21.920		16.930	4.990	29.47	USD	22.53
		Swiss Re	104.000	8/12/24	0.10	59.300		46.550	12.750	27.39	CHF	21.52
	S	Diageo	2,451.500	8/12/24	1.03	1,648.500		1,271.500	377.000	29.65	GBP	19.17
	L	Philip Morris	116.090	8/12/24	0.07	90.610		66.050	24.560	37.18	USD	18.93
		Merck (MSD)	113.480	8/12/24	-0.93	42.130		32.350	9.780	30.23	USD	17.17
	L	Bayer	25.960	8/12/24	-0.04	57.110		42.170	14.940	35.43	EUR	16.34
		General Electric	166.870	8/12/24	-0.16	160.320		129.120	31.200	24.16	USD	13.34
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	52.130		45.870	6.260	13.65	USD	13.09
	L	Münchener Rück	439.200	8/12/24	1.01	111.400		97.830	13.570	13.87	EUR	13.03
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.660		7.980	1.680	21.05	AUD	12.91
		Sanofi	95.670	8/12/24	-0.60	60.110		50.060	10.050	20.08	EUR	12.48
		Samsung Electronics	75,500.000	8/12/24	1.07	22,540.000		17,720.000	4,820.000	27.20	KRW	11.61
	L	Coca-Cola	68.170	8/12/24	-0.74	38.990		33.450	5.540	16.56	USD	11.57
		L´Oreal	376.650	8/12/24	-1.59	91.790		77.000	14.790	19.21	EUR	10.98
	L	Nestlé	88.640	8/12/24	-0.40	58.400		50.700	7.700	15.19	CHF	10.73
	L	Pfizer	28.450	8/12/24	-0.35	22.650		18.920	3.730	19.71	USD	10.71
		Seven & i	1,672.500	8/09/24	-0.54	807.330		740.000	67.330	9.10	JPY	10.26
		Prudential	635.400	8/12/24	0.41	729.500		610.500	119.000	19.49	GBP	10.21
	S	Bristol-Myers	47.060	8/12/24	0.73	35.020		32.830	2.190	6.67	USD	9.56
	L	RWE	32.360	8/12/24	1.70	32.775		30.553	2.222	7.27	EUR	9.39
	L	Unilever	55.100	8/12/24	-0.36	26.845		23.615	3.230	13.68	EUR	8.82
	L	Novartis	96.740	8/12/24	0.16	45.210		43.500	1.710	3.93	CHF	8.76
		⇓instrument	freshest		⇓ Δday	7/09/12	⇓ Δwk	10/10/11	prc diff	⇓ Δ39	Curr	∅-RS
		Toyota	2,447.500	8/09/24	-0.14	625.000		510.000	115.000	22.55	JPY	8.15
	S	National Grid	978.400	8/12/24	-0.04	683.000		646.000	37.000	5.73	GBP	8.14
		PepsiCo	171.420	8/12/24	-0.56	69.990		61.870	8.120	13.12	USD	8.10
		GSK	1,572.000	8/12/24	0.42	1,507.010		1,400.230	106.780	7.63	GBP	7.61
	S	Intel	19.360	8/12/24	-1.78	26.170		22.880	3.290	14.38	USD	6.90
		Microsoft	406.810	8/12/24	0.19	30.000		26.940	3.060	11.36	USD	6.83
		Shell	33.025	8/12/24	0.93	27.175		24.290	2.885	11.88	EUR	6.45
	L	Vodafone	74.440	8/12/24	0.87	181.300		173.300	8.000	4.62	GBP	6.32
		Marsh & McLennan	217.350	8/12/24	-1.23	32.420		27.600	4.820	17.46	USD	6.30
	L	3M	123.360	8/12/24	-0.65	88.960		76.720	12.240	15.95	USD	6.27
	S	Volkswagen	93.500	8/12/24	-0.47	131.000		105.900	25.100	23.70	EUR	5.62
	L	HSBC	643.900	8/12/24	0.22	561.100		519.100	42.000	8.09	GBP	5.35
	S	Johnson & Johnson	159.880	8/12/24	-0.46	67.780		64.430	3.350	5.20	USD	5.10
	L	Philips	26.060	8/12/24	-0.91	15.590		14.430	1.160	8.04	EUR	5.04
		Exxon Mobil	119.000	8/12/24	0.13	83.650		76.280	7.370	9.66	USD	3.74
		Aegon	5.562	8/12/24	0.22	3.539		3.397	0.142	4.18	EUR	3.70
	S	Kimberly-Clark	34.140	8/12/24	-1.01	25.750		24.670	1.080	4.38	MXN	3.59
		E.on	12.325	8/12/24	0.78	15.377		16.286	-0.909	-5.58	EUR	2.90
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,919.500		3,010.000	-90.500	-3.01	GBP	2.18
		Bridgestone	5,582.000	8/09/24	-1.33	1,822.000		1,699.000	123.000	7.24	JPY	2.09
		Chevron	145.020	8/12/24	0.02	104.460		98.200	6.260	6.37	USD	1.97
		IBM	189.480	8/12/24	-1.03	189.670		186.620	3.050	1.63	USD	1.36
		Vivendi	9.488	8/12/24	0.40	14.895		15.711	-0.816	-5.19	EUR	1.31
	S	LVMH	635.100	8/12/24	-0.14	118.700		110.100	8.600	7.81	EUR	0.93
		Honda Motor	1,420.000	8/09/24	-0.14	868.330		732.000	136.330	18.62	JPY	0.39
		⇓instrument	freshest		⇓ Δday	7/09/12	⇓ Δwk	10/10/11	prc diff	⇓ Δ39	Curr	∅-RS
		Allianz	255.900	8/12/24		78.200		79.650	-1.450	-1.82	EUR	0.22
	S	BASF	41.280	8/12/24	-0.22	55.460		51.060	4.400	8.62	EUR	-0.18
	L	Alphabet A	162.290	8/12/24	-0.84	14.696		13.471	1.225	9.09	USD	-0.36
		Standard Chartered	722.000	8/12/24	0.92	1,423.500		1,385.000	38.500	2.78	GBP	-0.97
		TotalEnergies	61.720	8/12/24	0.60	35.940		35.905	0.035	0.10	EUR	-2.30
	S	Nissan Motor	410.200	8/09/24	-0.56	718.000		694.000	24.000	3.46	JPY	-2.67
		BP	439.600	8/12/24	1.35	423.950		405.150	18.800	4.64	GBP	-3.23
	S	McDonald´s	269.460	8/12/24	0.58	89.800		88.510	1.290	1.46	USD	-3.28
		Schneider Electric	211.250	8/12/24	0.38	42.735		45.180	-2.445	-5.41	EUR	-3.31
	L	Raytheon Tech	116.600	8/12/24	0.39	46.778		46.413	0.365	0.79	USD	-3.39
	L	Procter & Gamble	166.810	8/12/24	-2.19	61.550		64.800	-3.250	-5.02	USD	-3.81
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.543		9.366	-0.823	-8.79	EUR	-4.00
		JP Morgan Chase	206.190	8/12/24	0.19	33.960		32.300	1.660	5.14	USD	-5.10
		BHP	2,094.000	8/12/24	-0.14	1,823.000		1,920.500	-97.500	-5.08	GBP	-6.17
		UBS	24.850	8/12/24	0.44	10.670		10.880	-0.210	-1.93	CHF	-6.94
		Nike	74.640	8/12/24	0.40	22.570		22.680	-0.110	-0.49	USD	-7.20
	L	Ericsson	71.080	8/12/24	1.14	62.250		71.350	-9.100	-12.75	SEK	-7.62
		Axa	32.350	8/12/24	-0.77	9.900		11.525	-1.625	-14.10	EUR	-7.62
	S	Mercedes-Benz	57.480	8/12/24	-0.57	35.300		35.370	-0.070	-0.20	EUR	-7.84
	L	Texas Instruments	192.060	8/12/24	-0.08	27.410		29.810	-2.400	-8.05	USD	-8.20
		Siemens	157.200	8/12/24	0.01	64.467		71.608	-7.141	-9.97	EUR	-8.46
	S	Engie	15.335	8/12/24	0.49	18.000		23.830	-5.830	-24.46	EUR	-8.64
	L	ABB	45.510	8/12/24	0.55	15.610		16.990	-1.380	-8.12	CHF	-9.16
		Deutsche Bank	13.308	8/12/24	0.14	23.095		23.431	-0.336	-1.44	EUR	-9.58
		Rio Tinto	4,942.000	8/12/24	0.56	3,033.500		3,247.500	-214.000	-6.59	GBP	-10.07
		⇓instrument	freshest		⇓ Δday	7/09/12	⇓ Δwk	10/10/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Goldman Sachs	485.500	8/12/24	-0.97	94.470		96.140	-1.670	-1.74	USD	-10.71
		Societe Generale	20.520	8/12/24	0.44	17.510		20.755	-3.245	-15.63	EUR	-11.27
		Canon	4,525.000	8/09/24	1.64	3,089.000		3,431.000	-342.000	-9.97	JPY	-11.34
		Aviva	484.200	8/12/24	0.35	282.500		329.300	-46.800	-14.21	GBP	-11.39
	S	Orange	10.115	8/12/24	-0.25	10.270		12.990	-2.720	-20.94	EUR	-11.55
		Saint-Gobain	73.560	8/12/24	-0.41	28.135		33.175	-5.040	-15.19	EUR	-11.59
		Panasonic	1,058.500	8/09/24	1.34	609.000		708.000	-99.000	-13.98	JPY	-11.72
		ING Groep	15.232	8/12/24	0.21	5.056		5.866	-0.810	-13.81	EUR	-11.74
		Caterpillar	336.030	8/12/24	-0.66	83.140		79.130	4.010	5.07	USD	-12.11
		Citigroup	57.840	8/12/24		26.110		26.490	-0.380	-1.43	USD	-12.39
		Barclays	220.100	8/12/24	0.85	150.939		158.976	-8.037	-5.06	GBP	-14.37
	L	Anglo American	2,232.500	8/12/24	0.29	2,042.500		2,417.000	-374.500	-15.49	GBP	-14.48
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.110		6.520	-1.410	-21.63	EUR	-14.54
		Banco Santander	4.089	8/12/24	-0.24	4.816		6.223	-1.407	-22.61	EUR	-14.76
	L	Morgan Stanley	94.840	8/12/24	0.13	13.930		15.290	-1.360	-8.89	USD	-14.89
	S	Ford Motor	9.860	8/12/24	-2.38	9.450		11.210	-1.760	-15.70	USD	-15.65
		Telefónica	4.032	8/12/24	0.12	9.845		15.105	-5.260	-34.82	EUR	-22.43
		Carrefour	13.730	8/12/24	-0.36	13.065		17.535	-4.470	-25.49	EUR	-23.46
	L	HP	33.780	8/12/24	0.72	8.824		11.689	-2.866	-24.51	USD	-23.67
	S	Sony	12,325.000	8/09/24	0.28	1,074.000		1,442.000	-368.000	-25.52	JPY	-25.05
		Repsol	12.765	8/12/24	0.67	12.450		21.790	-9.340	-42.86	EUR	-32.09
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 7/09/12 / 10/10/11 - 56 did rise, Market-Ratio(39) = 58.95 %

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