Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 8/06/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	8/06/12	⇓ Δwk	11/07/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,210.620		1,159.010	51.610	4.45	USD	4.14
	L	Apple	217.530	8/12/24	0.71	22.234		14.276	7.958	55.74	USD	33.66
		Samsung Electronics	75,500.000	8/12/24	1.07	26,960.000		19,860.000	7,100.000	35.75	KRW	29.69
	L	Fox A	38.830	8/12/24	-1.27	23.600		16.950	6.650	39.23	USD	28.51
	L	Bayer	25.960	8/12/24	-0.04	62.370		46.025	16.345	35.51	EUR	26.71
	L	Walmart	68.700	8/12/24	1.10	24.760		19.313	5.447	28.20	USD	25.13
		Sanofi	95.670	8/12/24	-0.60	66.960		48.930	18.030	36.85	EUR	24.12
	L	Philips	26.060	8/12/24	-0.91	18.270		14.630	3.640	24.88	EUR	23.41
		Swiss Re	104.000	8/12/24	0.10	61.600		48.400	13.200	27.27	CHF	23.38
		L´Oreal	376.650	8/12/24	-1.59	101.600		77.410	24.190	31.25	EUR	21.94
		Merck (MSD)	113.480	8/12/24	-0.93	44.490		34.320	10.170	29.63	USD	21.89
	S	Diageo	2,451.500	8/12/24	1.03	1,699.000		1,309.000	390.000	29.79	GBP	20.21
	L	Philip Morris	116.090	8/12/24	0.07	92.230		70.500	21.730	30.82	USD	18.73
	L	Münchener Rück	439.200	8/12/24	1.01	117.600		92.950	24.650	26.52	EUR	18.47
		Prudential	635.400	8/12/24	0.41	788.500		618.000	170.500	27.59	GBP	18.37
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.210		7.890	2.320	29.40	AUD	18.00
		General Electric	166.870	8/12/24	-0.16	167.760		131.120	36.640	27.94	USD	17.87
		Schneider Electric	211.250	8/12/24	0.38	51.300		39.345	11.955	30.39	EUR	17.56
	L	Pfizer	28.450	8/12/24	-0.35	24.260		19.870	4.390	22.09	USD	17.09
	S	Volkswagen	93.500	8/12/24	-0.47	143.930		125.800	18.130	14.41	EUR	16.64
		Aegon	5.562	8/12/24	0.22	3.935		3.269	0.666	20.37	EUR	16.34
	L	Coca-Cola	68.170	8/12/24	-0.74	40.320		34.105	6.215	18.22	USD	14.21
	L	Novartis	96.740	8/12/24	0.16	47.880		41.580	6.300	15.15	CHF	14.20
	L	Unilever	55.100	8/12/24	-0.36	28.530		24.605	3.925	15.95	EUR	14.11
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	53.175		44.225	8.950	20.24	USD	13.74
		⇓instrument	freshest		⇓ Δday	8/06/12	⇓ Δwk	11/07/11	prc diff	⇓ Δ39	Curr	∅-RS
		Seven & i	1,672.500	8/09/24	-0.54	836.330		704.330	132.000	18.74	JPY	13.34
	L	Nestlé	88.640	8/12/24	-0.40	60.300		50.700	9.600	18.93	CHF	13.13
		PepsiCo	171.420	8/12/24	-0.56	72.480		62.500	9.980	15.97	USD	11.44
	S	LVMH	635.100	8/12/24	-0.14	130.200		114.300	15.900	13.91	EUR	11.11
	L	RWE	32.360	8/12/24	1.70	33.050		29.237	3.813	13.04	EUR	11.09
	L	Vodafone	74.440	8/12/24	0.87	190.350		172.850	17.500	10.12	GBP	10.72
		Shell	33.025	8/12/24	0.93	28.305		25.360	2.945	11.61	EUR	10.18
	S	BASF	41.280	8/12/24	-0.22	60.380		50.410	9.970	19.78	EUR	9.75
	S	Mercedes-Benz	57.480	8/12/24	-0.57	41.120		34.580	6.540	18.91	EUR	9.71
		Toyota	2,447.500	8/09/24	-0.14	630.000		508.000	122.000	24.02	JPY	9.69
		Allianz	255.900	8/12/24		84.763		75.600	9.163	12.12	EUR	9.67
	S	Kimberly-Clark	34.140	8/12/24	-1.01	27.410		24.470	2.940	12.01	MXN	9.64
	L	3M	123.360	8/12/24	-0.65	91.410		79.690	11.720	14.71	USD	9.51
	L	Alphabet A	162.290	8/12/24	-0.84	16.120		15.255	0.865	5.67	USD	9.06
		Marsh & McLennan	217.350	8/12/24	-1.23	33.390		30.830	2.560	8.30	USD	8.68
		Chevron	145.020	8/12/24	0.02	111.310		107.720	3.590	3.33	USD	8.56
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,089.500		2,966.500	123.000	4.15	GBP	8.35
		Exxon Mobil	119.000	8/12/24	0.13	87.450		78.880	8.570	10.86	USD	8.15
		E.on	12.325	8/12/24	0.78	16.009		15.109	0.900	5.96	EUR	7.83
		GSK	1,572.000	8/12/24	0.42	1,516.070		1,382.090	133.980	9.69	GBP	7.58
	S	National Grid	978.400	8/12/24	-0.04	679.000		622.500	56.500	9.08	GBP	6.64
	S	Johnson & Johnson	159.880	8/12/24	-0.46	68.840		64.000	4.840	7.56	USD	6.49
	S	Intel	19.360	8/12/24	-1.78	26.310		24.280	2.030	8.36	USD	6.43
		TotalEnergies	61.720	8/12/24	0.60	38.900		36.950	1.950	5.28	EUR	6.23
		Vivendi	9.488	8/12/24	0.40	15.520		15.246	0.274	1.80	EUR	6.11
		⇓instrument	freshest		⇓ Δday	8/06/12	⇓ Δwk	11/07/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	HSBC	643.900	8/12/24	0.22	560.300		535.000	25.300	4.73	GBP	6.02
		Microsoft	406.810	8/12/24	0.19	29.950		26.800	3.150	11.75	USD	5.93
		IBM	189.480	8/12/24	-1.03	198.760		186.570	12.190	6.53	USD	5.69
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.285		8.943	0.342	3.82	EUR	5.45
		Bridgestone	5,582.000	8/09/24	-1.33	1,856.000		1,869.000	-13.000	-0.70	JPY	4.75
	L	ABB	45.510	8/12/24	0.55	17.470		16.670	0.800	4.80	CHF	3.26
		Siemens	157.200	8/12/24	0.01	71.172		70.677	0.495	0.70	EUR	3.19
		Standard Chartered	722.000	8/12/24	0.92	1,470.000		1,394.500	75.500	5.41	GBP	2.92
	L	Procter & Gamble	166.810	8/12/24	-2.19	65.810		63.460	2.350	3.70	USD	2.79
		JP Morgan Chase	206.190	8/12/24	0.19	36.300		34.240	2.060	6.02	USD	2.52
	S	Nissan Motor	410.200	8/09/24	-0.56	746.000		736.000	10.000	1.36	JPY	2.32
		BHP	2,094.000	8/12/24	-0.14	1,938.000		1,983.500	-45.500	-2.29	GBP	1.58
		BP	439.600	8/12/24	1.35	441.000		452.800	-11.800	-2.61	GBP	1.11
	L	Raytheon Tech	116.600	8/12/24	0.39	48.238		49.301	-1.064	-2.16	USD	0.79
	S	Bristol-Myers	47.060	8/12/24	0.73	32.590		31.390	1.200	3.82	USD	0.37
	S	Engie	15.335	8/12/24	0.49	19.400		20.485	-1.085	-5.30	EUR	0.33
		Societe Generale	20.520	8/12/24	0.44	18.925		17.495	1.430	8.17	EUR	0.16
		ING Groep	15.232	8/12/24	0.21	5.579		5.771	-0.192	-3.33	EUR	0.03
		Axa	32.350	8/12/24	-0.77	10.475		10.350	0.125	1.21	EUR	-0.03
		Aviva	484.200	8/12/24	0.35	309.700		322.300	-12.600	-3.91	GBP	-0.48
	L	Goldman Sachs	485.500	8/12/24	-0.97	102.020		105.570	-3.550	-3.36	USD	-1.34
		Citigroup	57.840	8/12/24		28.560		30.550	-1.990	-6.51	USD	-1.46
	L	Ericsson	71.080	8/12/24	1.14	65.100		68.650	-3.550	-5.17	SEK	-1.53
		Nike	74.640	8/12/24	0.40	23.880		23.450	0.430	1.83	USD	-2.03
	S	Orange	10.115	8/12/24	-0.25	11.150		12.490	-1.340	-10.73	EUR	-2.03
		⇓instrument	freshest		⇓ Δday	8/06/12	⇓ Δwk	11/07/11	prc diff	⇓ Δ39	Curr	∅-RS
		Honda Motor	1,420.000	8/09/24	-0.14	830.670		788.000	42.670	5.41	JPY	-2.33
	S	McDonald´s	269.460	8/12/24	0.58	89.690		94.620	-4.930	-5.21	USD	-3.72
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.590		6.069	-0.479	-7.89	EUR	-3.99
	L	Texas Instruments	192.060	8/12/24	-0.08	28.240		31.530	-3.290	-10.43	USD	-4.36
		Barclays	220.100	8/12/24	0.85	163.687		165.673	-1.986	-1.20	GBP	-4.82
		Banco Santander	4.089	8/12/24	-0.24	5.190		5.682	-0.492	-8.66	EUR	-5.11
		Rio Tinto	4,942.000	8/12/24	0.56	3,108.000		3,467.500	-359.500	-10.37	GBP	-5.21
		Carrefour	13.730	8/12/24	-0.36	15.610		19.155	-3.545	-18.51	EUR	-5.45
		UBS	24.850	8/12/24	0.44	10.590		11.000	-0.410	-3.73	CHF	-5.93
		Caterpillar	336.030	8/12/24	-0.66	86.350		95.000	-8.650	-9.11	USD	-7.00
	L	Morgan Stanley	94.840	8/12/24	0.13	14.140		16.920	-2.780	-16.43	USD	-10.54
		Deutsche Bank	13.308	8/12/24	0.14	21.643		24.006	-2.362	-9.84	EUR	-12.73
		Panasonic	1,058.500	8/09/24	1.34	563.000		733.000	-170.000	-23.19	JPY	-15.08
		Saint-Gobain	73.560	8/12/24	-0.41	26.075		31.760	-5.685	-17.90	EUR	-15.50
	S	Ford Motor	9.860	8/12/24	-2.38	9.150		11.220	-2.070	-18.45	USD	-16.16
		Canon	4,525.000	8/09/24	1.64	2,836.000		3,398.000	-562.000	-16.54	JPY	-16.61
		Repsol	12.765	8/12/24	0.67	14.560		20.905	-6.345	-30.35	EUR	-16.75
	L	Anglo American	2,232.500	8/12/24	0.29	1,926.000		2,369.500	-443.500	-18.72	GBP	-16.89
		Telefónica	4.032	8/12/24	0.12	9.800		14.140	-4.340	-30.69	EUR	-19.66
	L	HP	33.780	8/12/24	0.72	8.488		12.661	-4.174	-32.96	USD	-22.92
	S	Sony	12,325.000	8/09/24	0.28	906.000		1,410.000	-504.000	-35.74	JPY	-33.04
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 8/06/12 / 11/07/11 - 64 did rise, Market-Ratio(39) = 67.37 %

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