Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 7/30/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/30/12	⇓ Δwk	10/31/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,190.270		1,176.780	13.490	1.15	USD	2.29
	L	Apple	217.530	8/12/24	0.71	21.251		14.456	6.795	47.00	USD	28.72
	L	Fox A	38.830	8/12/24	-1.27	23.270		17.520	5.750	32.82	USD	27.57
	L	Walmart	68.700	8/12/24	1.10	24.993		18.907	6.087	32.19	USD	27.13
	L	Bayer	25.960	8/12/24	-0.04	61.150		46.295	14.855	32.09	EUR	24.48
		Swiss Re	104.000	8/12/24	0.10	61.200		48.230	12.970	26.89	CHF	23.46
	S	Diageo	2,451.500	8/12/24	1.03	1,732.000		1,289.000	443.000	34.37	GBP	23.32
		Merck (MSD)	113.480	8/12/24	-0.93	44.480		34.500	9.980	28.93	USD	22.49
		Sanofi	95.670	8/12/24	-0.60	65.600		51.960	13.640	26.25	EUR	22.06
	L	Philips	26.060	8/12/24	-0.91	17.900		15.095	2.805	18.58	EUR	21.02
		Samsung Electronics	75,500.000	8/12/24	1.07	24,860.000		19,360.000	5,500.000	28.41	KRW	20.70
		L´Oreal	376.650	8/12/24	-1.59	98.900		79.810	19.090	23.92	EUR	19.07
	L	Philip Morris	116.090	8/12/24	0.07	91.180		69.870	21.310	30.50	USD	17.93
		General Electric	166.870	8/12/24	-0.16	166.400		133.680	32.720	24.48	USD	17.22
		Prudential	635.400	8/12/24	0.41	778.000		647.500	130.500	20.15	GBP	17.07
	L	Münchener Rück	439.200	8/12/24	1.01	115.750		97.460	18.290	18.77	EUR	16.88
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.070		7.870	2.200	27.95	AUD	16.83
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	53.735		45.185	8.550	18.92	USD	15.48
	L	Coca-Cola	68.170	8/12/24	-0.74	40.560		34.160	6.400	18.74	USD	15.27
	L	Pfizer	28.450	8/12/24	-0.35	23.710		19.260	4.450	23.10	USD	14.91
	L	Novartis	96.740	8/12/24	0.16	47.540		41.340	6.200	15.00	CHF	13.83
	L	Unilever	55.100	8/12/24	-0.36	28.250		24.970	3.280	13.14	EUR	13.49
		Seven & i	1,672.500	8/09/24	-0.54	831.330		673.000	158.330	23.53	JPY	12.95
	L	Nestlé	88.640	8/12/24	-0.40	59.850		50.900	8.950	17.58	CHF	12.69
		PepsiCo	171.420	8/12/24	-0.56	72.750		62.950	9.800	15.57	USD	12.12
		⇓instrument	freshest		⇓ Δday	7/30/12	⇓ Δwk	10/31/11	prc diff	⇓ Δ39	Curr	∅-RS
	S	Volkswagen	93.500	8/12/24	-0.47	137.200		126.650	10.550	8.33	EUR	11.16
	S	Bristol-Myers	47.060	8/12/24	0.73	35.630		31.590	4.040	12.79	USD	10.21
		Marsh & McLennan	217.350	8/12/24	-1.23	33.720		30.620	3.100	10.12	USD	10.07
		Aegon	5.562	8/12/24	0.22	3.726		3.475	0.251	7.22	EUR	10.06
	S	Kimberly-Clark	34.140	8/12/24	-1.01	27.450		25.280	2.170	8.58	MXN	10.03
	S	BASF	41.280	8/12/24	-0.22	60.240		53.190	7.050	13.25	EUR	9.46
	L	3M	123.360	8/12/24	-0.65	91.280		79.020	12.260	15.52	USD	9.45
		Shell	33.025	8/12/24	0.93	27.835		25.630	2.205	8.60	EUR	8.53
		Exxon Mobil	119.000	8/12/24	0.13	87.560		78.090	9.470	12.13	USD	8.47
		Schneider Electric	211.250	8/12/24	0.38	47.315		42.650	4.665	10.94	EUR	8.32
	S	Johnson & Johnson	159.880	8/12/24	-0.46	69.450		64.390	5.060	7.86	USD	7.58
	L	RWE	32.360	8/12/24	1.70	32.025		30.847	1.178	3.82	EUR	7.46
	L	Alphabet A	162.290	8/12/24	-0.84	15.856		14.862	0.995	6.69	USD	7.36
		Vivendi	9.488	8/12/24	0.40	15.685		15.725	-0.040	-0.25	EUR	7.22
		Chevron	145.020	8/12/24	0.02	109.820		105.050	4.770	4.54	USD	7.19
		E.on	12.325	8/12/24	0.78	15.882		15.918	-0.036	-0.23	EUR	6.85
	S	Mercedes-Benz	57.480	8/12/24	-0.57	40.090		37.000	3.090	8.35	EUR	6.62
	L	Vodafone	74.440	8/12/24	0.87	182.500		172.850	9.650	5.58	GBP	6.30
	S	LVMH	635.100	8/12/24	-0.14	124.450		120.250	4.200	3.49	EUR	6.16
		Standard Chartered	722.000	8/12/24	0.92	1,505.500		1,459.000	46.500	3.19	GBP	5.34
	S	National Grid	978.400	8/12/24	-0.04	668.500		617.500	51.000	8.26	GBP	5.24
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,994.500		2,986.000	8.500	0.28	GBP	5.04
		Microsoft	406.810	8/12/24	0.19	29.640		26.630	3.010	11.30	USD	5.00
		GSK	1,572.000	8/12/24	0.42	1,475.780		1,410.300	65.480	4.64	GBP	4.88
		IBM	189.480	8/12/24	-1.03	196.680		184.630	12.050	6.53	USD	4.75
		⇓instrument	freshest		⇓ Δday	7/30/12	⇓ Δwk	10/31/11	prc diff	⇓ Δ39	Curr	∅-RS
	S	Intel	19.360	8/12/24	-1.78	25.760		24.540	1.220	4.97	USD	4.51
		Allianz	255.900	8/12/24		80.840		81.150	-0.310	-0.38	EUR	4.41
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.198		9.194	0.004	0.04	EUR	4.23
		Toyota	2,447.500	8/09/24	-0.14	598.000		518.000	80.000	15.44	JPY	4.02
	L	HSBC	643.900	8/12/24	0.22	543.100		544.900	-1.800	-0.33	GBP	2.56
		TotalEnergies	61.720	8/12/24	0.60	37.450		37.815	-0.365	-0.97	EUR	2.29
		JP Morgan Chase	206.190	8/12/24	0.19	36.140		34.760	1.380	3.97	USD	1.87
		BP	439.600	8/12/24	1.35	444.450		461.000	-16.550	-3.59	GBP	1.85
	S	Nissan Motor	410.200	8/09/24	-0.56	744.000		704.000	40.000	5.68	JPY	1.84
	L	Procter & Gamble	166.810	8/12/24	-2.19	65.100		63.990	1.110	1.73	USD	1.79
	L	ABB	45.510	8/12/24	0.55	17.130		16.720	0.410	2.45	CHF	1.15
		Bridgestone	5,582.000	8/09/24	-1.33	1,774.000		1,832.000	-58.000	-3.17	JPY	-0.04
		Nike	74.640	8/12/24	0.40	23.963		24.088	-0.125	-0.52	USD	-1.55
	L	Raytheon Tech	116.600	8/12/24	0.39	47.181		49.075	-1.894	-3.86	USD	-1.59
		BHP	2,094.000	8/12/24	-0.14	1,880.000		1,967.500	-87.500	-4.45	GBP	-1.78
		Societe Generale	20.520	8/12/24	0.44	18.685		21.100	-2.415	-11.45	EUR	-1.95
		Honda Motor	1,420.000	8/09/24	-0.14	831.670		768.000	63.670	8.29	JPY	-2.58
	L	Ericsson	71.080	8/12/24	1.14	64.450		70.100	-5.650	-8.06	SEK	-2.76
	L	Goldman Sachs	485.500	8/12/24	-0.97	100.880		109.550	-8.670	-7.91	USD	-2.92
		UBS	24.850	8/12/24	0.44	10.930		11.210	-0.280	-2.50	CHF	-3.10
		Siemens	157.200	8/12/24	0.01	67.087		73.957	-6.870	-9.29	EUR	-3.11
	S	Orange	10.115	8/12/24	-0.25	11.055		13.040	-1.985	-15.22	EUR	-3.29
		ING Groep	15.232	8/12/24	0.21	5.409		6.260	-0.851	-13.59	EUR	-3.54
	S	McDonald´s	269.460	8/12/24	0.58	89.330		92.850	-3.520	-3.79	USD	-4.05
		Aviva	484.200	8/12/24	0.35	299.000		340.800	-41.800	-12.27	GBP	-4.38
		⇓instrument	freshest		⇓ Δday	7/30/12	⇓ Δwk	10/31/11	prc diff	⇓ Δ39	Curr	∅-RS
		Axa	32.350	8/12/24	-0.77	10.000		11.770	-1.770	-15.04	EUR	-4.98
	S	Engie	15.335	8/12/24	0.49	18.270		20.515	-2.245	-10.94	EUR	-5.84
		Citigroup	57.840	8/12/24		27.140		31.590	-4.450	-14.09	USD	-6.93
		Caterpillar	336.030	8/12/24	-0.66	85.690		94.460	-8.770	-9.28	USD	-7.99
	L	Texas Instruments	192.060	8/12/24	-0.08	27.210		30.730	-3.520	-11.45	USD	-8.02
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.370		6.562	-1.192	-18.17	EUR	-8.19
		Barclays	220.100	8/12/24	0.85	157.544		180.407	-22.863	-12.67	GBP	-8.80
		Banco Santander	4.089	8/12/24	-0.24	4.974		6.177	-1.203	-19.48	EUR	-9.58
		Rio Tinto	4,942.000	8/12/24	0.56	2,937.000		3,385.000	-448.000	-13.23	GBP	-11.03
		Carrefour	13.730	8/12/24	-0.36	14.645		19.230	-4.585	-23.84	EUR	-11.81
	L	Morgan Stanley	94.840	8/12/24	0.13	13.510		17.640	-4.130	-23.41	USD	-15.29
		Deutsche Bank	13.308	8/12/24	0.14	21.150		25.831	-4.682	-18.12	EUR	-15.35
	S	Ford Motor	9.860	8/12/24	-2.38	9.100		11.680	-2.580	-22.09	USD	-17.13
	L	Anglo American	2,232.500	8/12/24	0.29	1,917.500		2,293.500	-376.000	-16.39	GBP	-17.89
		Saint-Gobain	73.560	8/12/24	-0.41	25.070		33.690	-8.620	-25.59	EUR	-19.44
		Panasonic	1,058.500	8/09/24	1.34	523.000		761.000	-238.000	-31.27	JPY	-21.93
		Repsol	12.765	8/12/24	0.67	13.505		21.900	-8.395	-38.33	EUR	-23.49
		Canon	4,525.000	8/09/24	1.64	2,615.000		3,558.000	-943.000	-26.50	JPY	-23.69
		Telefónica	4.032	8/12/24	0.12	9.290		15.380	-6.090	-39.60	EUR	-24.59
	L	HP	33.780	8/12/24	0.72	8.293		12.085	-3.792	-31.38	USD	-25.61
	S	Sony	12,325.000	8/09/24	0.28	956.000		1,647.000	-691.000	-41.96	JPY	-30.33
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 7/30/12 / 10/31/11 - 55 did rise, Market-Ratio(39) = 57.89 %

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