Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 8/13/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	8/13/12	⇓ Δwk	11/14/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,215.870		1,152.340	63.530	5.51	USD	4.41
	L	Apple	217.530	8/12/24	0.71	22.500		13.545	8.955	66.11	USD	33.78
	L	Bayer	25.960	8/12/24	-0.04	62.240		47.025	15.215	32.36	EUR	25.80
	L	Fox A	38.830	8/12/24	-1.27	23.270		17.080	6.190	36.24	USD	25.33
		Aegon	5.562	8/12/24	0.22	4.233		3.225	1.008	31.26	EUR	24.62
		Sanofi	95.670	8/12/24	-0.60	67.240		49.505	17.735	35.82	EUR	23.86
	L	Philips	26.060	8/12/24	-0.91	18.280		14.305	3.975	27.79	EUR	22.96
		Samsung Electronics	75,500.000	8/12/24	1.07	25,900.000		19,260.000	6,640.000	34.48	KRW	22.92
	L	Walmart	68.700	8/12/24	1.10	24.467		19.630	4.837	24.64	USD	22.67
		Merck (MSD)	113.480	8/12/24	-0.93	44.420		35.670	8.750	24.53	USD	20.76
		Prudential	635.400	8/12/24	0.41	805.000		624.000	181.000	29.01	GBP	20.21
		Swiss Re	104.000	8/12/24	0.10	60.550		48.900	11.650	23.82	CHF	20.09
		L´Oreal	376.650	8/12/24	-1.59	100.500		78.190	22.310	28.53	EUR	19.94
	L	Münchener Rück	439.200	8/12/24	1.01	119.100		90.730	28.370	31.27	EUR	19.41
	S	Diageo	2,451.500	8/12/24	1.03	1,698.000		1,320.500	377.500	28.59	GBP	19.26
	L	Philip Morris	116.090	8/12/24	0.07	92.430		71.210	21.220	29.80	USD	18.23
		Seven & i	1,672.500	8/09/24	-0.54	874.330		701.330	173.000	24.67	JPY	18.04
	S	Volkswagen	93.500	8/12/24	-0.47	145.850		127.000	18.850	14.84	EUR	17.53
		General Electric	166.870	8/12/24	-0.16	167.920		128.800	39.120	30.37	USD	17.30
	S	LVMH	635.100	8/12/24	-0.14	134.400		116.750	17.650	15.12	EUR	14.27
	L	Pfizer	28.450	8/12/24	-0.35	23.720		19.790	3.930	19.86	USD	13.63
	L	Novartis	96.740	8/12/24	0.16	47.670		41.790	5.880	14.07	CHF	12.98
	L	Nestlé	88.640	8/12/24	-0.40	60.450		51.100	9.350	18.30	CHF	12.82
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.800		8.430	1.370	16.25	AUD	12.72
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	52.775		44.325	8.450	19.06	USD	12.34
		⇓instrument	freshest		⇓ Δday	8/13/12	⇓ Δwk	11/14/11	prc diff	⇓ Δ39	Curr	∅-RS
		Allianz	255.900	8/12/24		86.650		74.680	11.970	16.03	EUR	11.87
	L	Unilever	55.100	8/12/24	-0.36	28.090		24.390	3.700	15.17	EUR	11.83
		Schneider Electric	211.250	8/12/24	0.38	48.955		40.485	8.470	20.92	EUR	11.81
	L	Alphabet A	162.290	8/12/24	-0.84	16.551		15.372	1.179	7.67	USD	11.63
	L	Coca-Cola	68.170	8/12/24	-0.74	39.300		33.895	5.405	15.95	USD	10.87
		Shell	33.025	8/12/24	0.93	28.610		25.920	2.690	10.38	EUR	10.78
	L	RWE	32.360	8/12/24	1.70	32.945		29.297	3.648	12.45	EUR	10.58
		PepsiCo	171.420	8/12/24	-0.56	71.990		62.800	9.190	14.63	USD	10.40
	L	3M	123.360	8/12/24	-0.65	92.400		81.870	10.530	12.86	USD	10.38
	L	Vodafone	74.440	8/12/24	0.87	190.200		182.700	7.500	4.11	GBP	10.30
		Chevron	145.020	8/12/24	0.02	113.280		106.170	7.110	6.70	USD	10.03
		Toyota	2,447.500	8/09/24	-0.14	631.000		499.000	132.000	26.45	JPY	9.75
		Marsh & McLennan	217.350	8/12/24	-1.23	33.860		30.340	3.520	11.60	USD	9.65
	S	BASF	41.280	8/12/24	-0.22	60.510		51.190	9.320	18.21	EUR	9.63
	S	Mercedes-Benz	57.480	8/12/24	-0.57	40.830		33.660	7.170	21.30	EUR	8.84
		Exxon Mobil	119.000	8/12/24	0.13	88.140		78.960	9.180	11.63	USD	8.52
	S	National Grid	978.400	8/12/24	-0.04	692.500		624.500	68.000	10.89	GBP	8.40
		TotalEnergies	61.720	8/12/24	0.60	39.755		37.600	2.155	5.73	EUR	8.23
		E.on	12.325	8/12/24	0.78	16.041		15.768	0.273	1.73	EUR	7.92
		Societe Generale	20.520	8/12/24	0.44	20.265		18.625	1.640	8.81	EUR	7.76
		Axa	32.350	8/12/24	-0.77	11.260		10.405	0.855	8.22	EUR	7.56
	S	Intel	19.360	8/12/24	-1.78	26.690		24.630	2.060	8.36	USD	7.36
		Microsoft	406.810	8/12/24	0.19	30.390		26.760	3.630	13.57	USD	7.05
	L	HSBC	643.900	8/12/24	0.22	565.700		504.700	61.000	12.09	GBP	6.96
	S	Kimberly-Clark	34.140	8/12/24	-1.01	26.850		24.510	2.340	9.55	MXN	6.95
		⇓instrument	freshest		⇓ Δday	8/13/12	⇓ Δwk	11/14/11	prc diff	⇓ Δ39	Curr	∅-RS
		Vivendi	9.488	8/12/24	0.40	15.655		15.372	0.283	1.84	EUR	6.92
	S	Johnson & Johnson	159.880	8/12/24	-0.46	68.460		64.910	3.550	5.47	USD	5.66
		GSK	1,572.000	8/12/24	0.42	1,492.900		1,404.260	88.640	6.31	GBP	5.50
		IBM	189.480	8/12/24	-1.03	199.010		187.350	11.660	6.22	USD	5.44
	S	Nissan Motor	410.200	8/09/24	-0.56	763.000		711.000	52.000	7.31	JPY	4.64
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,993.500		2,899.000	94.500	3.26	GBP	4.62
		ING Groep	15.232	8/12/24	0.21	5.817		5.672	0.145	2.56	EUR	4.44
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.186		9.376	-0.190	-2.03	EUR	4.42
		JP Morgan Chase	206.190	8/12/24	0.19	36.990		32.550	4.440	13.64	USD	4.34
		Siemens	157.200	8/12/24	0.01	71.696		71.230	0.466	0.65	EUR	3.93
		Aviva	484.200	8/12/24	0.35	322.900		315.000	7.900	2.51	GBP	3.91
		BHP	2,094.000	8/12/24	-0.14	1,979.500		1,970.500	9.000	0.46	GBP	3.66
	L	Procter & Gamble	166.810	8/12/24	-2.19	66.480		63.050	3.430	5.44	USD	3.62
		Bridgestone	5,582.000	8/09/24	-1.33	1,825.000		1,807.000	18.000	1.00	JPY	2.80
	L	ABB	45.510	8/12/24	0.55	17.380		16.750	0.630	3.76	CHF	2.47
		BP	439.600	8/12/24	1.35	446.850		458.800	-11.950	-2.60	GBP	2.27
	L	Ericsson	71.080	8/12/24	1.14	67.450		67.850	-0.400	-0.59	SEK	2.27
	L	Raytheon Tech	116.600	8/12/24	0.39	48.754		49.748	-0.994	-2.00	USD	1.67
	L	Goldman Sachs	485.500	8/12/24	-0.97	103.610		99.290	4.320	4.35	USD	0.46
	S	Engie	15.335	8/12/24	0.49	19.350		19.800	-0.450	-2.27	EUR	0.12
	L	Texas Instruments	192.060	8/12/24	-0.08	29.540		31.160	-1.620	-5.20	USD	-0.12
	S	Orange	10.115	8/12/24	-0.25	11.265		12.610	-1.345	-10.67	EUR	-0.72
		Citigroup	57.840	8/12/24		28.780		28.380	0.400	1.41	USD	-0.75
		Barclays	220.100	8/12/24	0.85	169.091		160.777	8.314	5.17	GBP	-1.70
		Honda Motor	1,420.000	8/09/24	-0.14	834.000		757.000	77.000	10.17	JPY	-1.75
		⇓instrument	freshest		⇓ Δday	8/13/12	⇓ Δwk	11/14/11	prc diff	⇓ Δ39	Curr	∅-RS
		Rio Tinto	4,942.000	8/12/24	0.56	3,203.500		3,423.000	-219.500	-6.41	GBP	-2.02
		Nike	74.640	8/12/24	0.40	23.963		23.938	0.025	0.10	USD	-2.08
		Banco Santander	4.089	8/12/24	-0.24	5.332		5.650	-0.318	-5.63	EUR	-2.18
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.665		5.972	-0.307	-5.14	EUR	-2.49
	S	Bristol-Myers	47.060	8/12/24	0.73	31.570		31.510	0.060	0.19	USD	-3.21
		Carrefour	13.730	8/12/24	-0.36	15.765		19.660	-3.895	-19.81	EUR	-4.24
		Caterpillar	336.030	8/12/24	-0.66	88.610		96.530	-7.920	-8.20	USD	-4.65
	S	McDonald´s	269.460	8/12/24	0.58	87.900		94.060	-6.160	-6.55	USD	-5.82
		Standard Chartered	722.000	8/12/24	0.92	1,333.500		1,356.500	-23.000	-1.70	GBP	-6.70
		UBS	24.850	8/12/24	0.44	10.500		10.950	-0.450	-4.11	CHF	-6.75
	L	Morgan Stanley	94.840	8/12/24	0.13	14.550		15.920	-1.370	-8.61	USD	-7.60
		Panasonic	1,058.500	8/09/24	1.34	584.000		708.000	-124.000	-17.51	JPY	-11.35
	L	Anglo American	2,232.500	8/12/24	0.29	2,019.500		2,448.000	-428.500	-17.50	GBP	-12.48
		Deutsche Bank	13.308	8/12/24	0.14	21.362		24.380	-3.018	-12.38	EUR	-13.47
	S	Ford Motor	9.860	8/12/24	-2.38	9.400		11.020	-1.620	-14.70	USD	-13.72
		Saint-Gobain	73.560	8/12/24	-0.41	26.280		30.675	-4.395	-14.33	EUR	-14.44
		Repsol	12.765	8/12/24	0.67	14.700		21.890	-7.190	-32.85	EUR	-15.53
		Telefónica	4.032	8/12/24	0.12	10.040		13.855	-3.815	-27.54	EUR	-17.07
	L	HP	33.780	8/12/24	0.72	8.910		12.407	-3.497	-28.18	USD	-18.29
		Canon	4,525.000	8/09/24	1.64	2,666.000		3,406.000	-740.000	-21.73	JPY	-21.26
	S	Sony	12,325.000	8/09/24	0.28	944.000		1,372.000	-428.000	-31.20	JPY	-29.27
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 8/13/12 / 11/14/11 - 69 did rise, Market-Ratio(39) = 72.63 %

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