Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 7/16/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/16/12	⇓ Δwk	10/17/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,161.390		1,137.280	24.110	2.12	USD	-0.56
	L	Apple	217.530	8/12/24	0.71	21.675		15.000	6.676	44.51	USD	33.48
	L	Walmart	68.700	8/12/24	1.10	24.327		18.260	6.067	33.22	USD	25.10
		Swiss Re	104.000	8/12/24	0.10	60.700		46.800	13.900	29.70	CHF	23.82
	L	Fox A	38.830	8/12/24	-1.27	21.850		16.880	4.970	29.44	USD	21.34
	S	Diageo	2,451.500	8/12/24	1.03	1,672.000		1,280.000	392.000	30.63	GBP	20.33
		Merck (MSD)	113.480	8/12/24	-0.93	43.350		32.310	11.040	34.17	USD	20.20
	L	Philip Morris	116.090	8/12/24	0.07	90.840		67.040	23.800	35.50	USD	18.62
	L	Bayer	25.960	8/12/24	-0.04	57.570		44.000	13.570	30.84	EUR	17.24
	L	Münchener Rück	439.200	8/12/24	1.01	114.700		96.630	18.070	18.70	EUR	16.20
		Prudential	635.400	8/12/24	0.41	762.000		621.500	140.500	22.61	GBP	15.07
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.850		7.920	1.930	24.37	AUD	14.99
	L	RWE	32.360	8/12/24	1.70	34.205		29.312	4.893	16.69	EUR	14.35
		Samsung Electronics	75,500.000	8/12/24	1.07	23,220.000		18,340.000	4,880.000	26.61	KRW	14.27
		Sanofi	95.670	8/12/24	-0.60	60.950		50.430	10.520	20.86	EUR	13.85
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	52.185		45.470	6.715	14.77	USD	12.86
	L	Pfizer	28.450	8/12/24	-0.35	23.130		18.690	4.440	23.76	USD	12.80
		Seven & i	1,672.500	8/09/24	-0.54	826.330		732.670	93.660	12.78	JPY	12.70
	L	Nestlé	88.640	8/12/24	-0.40	59.000		51.850	7.150	13.79	CHF	11.64
		L´Oreal	376.650	8/12/24	-1.59	92.090		79.440	12.650	15.92	EUR	11.27
		General Electric	166.870	8/12/24	-0.16	156.720		129.840	26.880	20.70	USD	10.65
	S	Bristol-Myers	47.060	8/12/24	0.73	35.430		32.440	2.990	9.22	USD	10.43
		Shell	33.025	8/12/24	0.93	28.210		25.095	3.115	12.41	EUR	10.37
	S	Volkswagen	93.500	8/12/24	-0.47	136.600		111.500	25.100	22.51	EUR	10.32
	L	Novartis	96.740	8/12/24	0.16	45.670		43.210	2.460	5.69	CHF	9.76
		⇓instrument	freshest		⇓ Δday	7/16/12	⇓ Δwk	10/17/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Philips	26.060	8/12/24	-0.91	16.240		14.520	1.720	11.85	EUR	9.62
	L	Coca-Cola	68.170	8/12/24	-0.74	38.240		33.500	4.740	14.15	USD	9.15
		PepsiCo	171.420	8/12/24	-0.56	70.350		61.890	8.460	13.67	USD	8.64
	L	Unilever	55.100	8/12/24	-0.36	26.810		24.440	2.370	9.70	EUR	8.37
		Aegon	5.562	8/12/24	0.22	3.684		3.381	0.303	8.96	EUR	8.34
		E.on	12.325	8/12/24	0.78	16.127		15.623	0.505	3.23	EUR	8.14
	S	National Grid	978.400	8/12/24	-0.04	682.500		638.000	44.500	6.97	GBP	7.84
		Vivendi	9.488	8/12/24	0.40	15.795		15.779	0.016	0.10	EUR	7.67
	L	Vodafone	74.440	8/12/24	0.87	183.300		173.400	9.900	5.71	GBP	7.29
	S	Kimberly-Clark	34.140	8/12/24	-1.01	26.560		24.520	2.040	8.32	MXN	6.80
	S	Johnson & Johnson	159.880	8/12/24	-0.46	68.450		63.790	4.660	7.31	USD	6.13
		Toyota	2,447.500	8/09/24	-0.14	611.000		524.000	87.000	16.60	JPY	5.89
		Marsh & McLennan	217.350	8/12/24	-1.23	32.230		27.330	4.900	17.93	USD	5.55
		Exxon Mobil	119.000	8/12/24	0.13	85.050		77.470	7.580	9.78	USD	5.43
	L	3M	123.360	8/12/24	-0.65	88.100		75.880	12.220	16.10	USD	5.39
	L	HSBC	643.900	8/12/24	0.22	556.800		523.000	33.800	6.46	GBP	4.72
		Microsoft	406.810	8/12/24	0.19	29.440		26.980	2.460	9.12	USD	4.59
		GSK	1,572.000	8/12/24	0.42	1,462.680		1,385.620	77.060	5.56	GBP	4.25
		Chevron	145.020	8/12/24	0.02	106.780		98.610	8.170	8.29	USD	4.23
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.139		9.401	-0.262	-2.79	EUR	3.07
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,940.000		2,973.000	-33.000	-1.11	GBP	3.02
		Allianz	255.900	8/12/24		79.900		76.260	3.640	4.77	EUR	2.68
		Standard Chartered	722.000	8/12/24	0.92	1,470.000		1,429.000	41.000	2.87	GBP	2.52
	S	Intel	19.360	8/12/24	-1.78	25.130		23.280	1.850	7.95	USD	2.38
	S	BASF	41.280	8/12/24	-0.22	56.250		50.500	5.750	11.39	EUR	1.58
		⇓instrument	freshest		⇓ Δday	7/16/12	⇓ Δwk	10/17/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Procter & Gamble	166.810	8/12/24	-2.19	64.810		64.260	0.550	0.86	USD	1.38
		BP	439.600	8/12/24	1.35	441.500		425.550	15.950	3.75	GBP	0.92
	S	LVMH	635.100	8/12/24	-0.14	118.300		113.550	4.750	4.18	EUR	0.68
		Bridgestone	5,582.000	8/09/24	-1.33	1,775.000		1,791.000	-16.000	-0.89	JPY	-0.42
	S	McDonald´s	269.460	8/12/24	0.58	91.650		88.660	2.990	3.37	USD	-1.39
		IBM	189.480	8/12/24	-1.03	184.790		186.590	-1.800	-0.96	USD	-1.41
		JP Morgan Chase	206.190	8/12/24	0.19	35.090		31.040	4.050	13.05	USD	-1.66
		Schneider Electric	211.250	8/12/24	0.38	43.200		44.475	-1.275	-2.87	EUR	-1.85
		TotalEnergies	61.720	8/12/24	0.60	36.010		37.055	-1.045	-2.82	EUR	-1.94
	L	Alphabet A	162.290	8/12/24	-0.84	14.417		14.605	-0.188	-1.29	USD	-2.46
	S	Mercedes-Benz	57.480	8/12/24	-0.57	36.565		36.510	0.055	0.15	EUR	-3.92
		Honda Motor	1,420.000	8/09/24	-0.14	827.000		774.330	52.670	6.80	JPY	-4.03
		Nike	74.640	8/12/24	0.40	23.255		22.755	0.500	2.20	USD	-4.36
	S	Nissan Motor	410.200	8/09/24	-0.56	703.000		725.000	-22.000	-3.03	JPY	-4.38
	L	Raytheon Tech	116.600	8/12/24	0.39	46.073		45.387	0.686	1.51	USD	-4.53
		Siemens	157.200	8/12/24	0.01	66.243		71.735	-5.492	-7.66	EUR	-5.37
		ING Groep	15.232	8/12/24	0.21	5.348		5.923	-0.575	-9.71	EUR	-5.93
		Axa	32.350	8/12/24	-0.77	10.010		10.745	-0.735	-6.84	EUR	-6.01
		Aviva	484.200	8/12/24	0.35	296.300		340.000	-43.700	-12.85	GBP	-6.41
	S	Orange	10.115	8/12/24	-0.25	10.750		13.030	-2.280	-17.50	EUR	-6.88
	L	ABB	45.510	8/12/24	0.55	15.890		17.250	-1.360	-7.88	CHF	-7.01
	L	Goldman Sachs	485.500	8/12/24	-0.97	97.680		96.900	0.780	0.80	USD	-7.11
		BHP	2,094.000	8/12/24	-0.14	1,795.000		1,910.000	-115.000	-6.02	GBP	-7.13
	S	Engie	15.335	8/12/24	0.49	17.970		23.115	-5.145	-22.26	EUR	-8.33
		UBS	24.850	8/12/24	0.44	10.360		10.620	-0.260	-2.45	CHF	-9.17
		⇓instrument	freshest		⇓ Δday	7/16/12	⇓ Δwk	10/17/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Ericsson	71.080	8/12/24	1.14	60.750		66.750	-6.000	-8.99	SEK	-9.27
		Citigroup	57.840	8/12/24		26.810		27.930	-1.120	-4.01	USD	-9.36
		Rio Tinto	4,942.000	8/12/24	0.56	2,986.000		3,302.000	-316.000	-9.57	GBP	-10.87
		Saint-Gobain	73.560	8/12/24	-0.41	28.100		33.300	-5.200	-15.62	EUR	-11.05
	L	Texas Instruments	192.060	8/12/24	-0.08	26.430		30.210	-3.780	-12.51	USD	-11.19
		Societe Generale	20.520	8/12/24	0.44	17.180		20.250	-3.070	-15.16	EUR	-11.97
	L	Morgan Stanley	94.840	8/12/24	0.13	14.250		15.250	-1.000	-6.56	USD	-12.24
		Caterpillar	336.030	8/12/24	-0.66	81.150		81.520	-0.370	-0.45	USD	-13.78
		Carrefour	13.730	8/12/24	-0.36	14.485		17.035	-2.550	-14.97	EUR	-14.24
	L	Anglo American	2,232.500	8/12/24	0.29	2,022.000		2,304.000	-282.000	-12.24	GBP	-14.71
		Deutsche Bank	13.308	8/12/24	0.14	21.639		22.529	-0.890	-3.95	EUR	-14.75
		Canon	4,525.000	8/09/24	1.64	2,928.000		3,482.000	-554.000	-15.91	JPY	-15.60
		Barclays	220.100	8/12/24	0.85	145.674		162.902	-17.228	-10.58	GBP	-16.80
	S	Ford Motor	9.860	8/12/24	-2.38	9.260		11.400	-2.140	-18.77	USD	-16.80
		Panasonic	1,058.500	8/09/24	1.34	567.000		754.000	-187.000	-24.80	JPY	-17.11
		Banco Bilbao Viz	8.924	8/12/24	0.27	4.922		6.370	-1.448	-22.73	EUR	-17.16
		Banco Santander	4.089	8/12/24	-0.24	4.509		6.064	-1.555	-25.64	EUR	-19.60
		Telefónica	4.032	8/12/24	0.12	9.750		15.140	-5.390	-35.60	EUR	-22.47
	L	HP	33.780	8/12/24	0.72	8.542		11.290	-2.748	-24.34	USD	-25.27
	S	Sony	12,325.000	8/09/24	0.28	1,010.000		1,580.000	-570.000	-36.08	JPY	-28.58
		Repsol	12.765	8/12/24	0.67	12.210		21.780	-9.570	-43.94	EUR	-32.58
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 7/16/12 / 10/17/11 - 57 did rise, Market-Ratio(39) = 60.00 %

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