Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 8/20/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	8/20/12	⇓ Δwk	11/21/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,222.250		1,092.410	129.840	11.89	USD	4.86
	L	Apple	217.530	8/12/24	0.71	23.755		13.179	10.577	80.25	USD	39.94
	L	Philips	26.060	8/12/24	-0.91	18.835		13.535	5.300	39.16	EUR	26.21
	L	Bayer	25.960	8/12/24	-0.04	62.750		44.395	18.355	41.34	EUR	26.16
	L	Fox A	38.830	8/12/24	-1.27	23.060		16.290	6.770	41.56	USD	23.48
		Sanofi	95.670	8/12/24	-0.60	67.100		48.555	18.545	38.19	EUR	22.86
		Aegon	5.562	8/12/24	0.22	4.159		2.934	1.225	41.75	EUR	21.83
		L´Oreal	376.650	8/12/24	-1.59	101.300		76.030	25.270	33.24	EUR	20.38
		Prudential	635.400	8/12/24	0.41	808.000		571.000	237.000	41.51	GBP	20.12
		Swiss Re	104.000	8/12/24	0.10	60.900		44.940	15.960	35.51	CHF	19.95
	L	Walmart	68.700	8/12/24	1.10	24.100		18.887	5.213	27.60	USD	19.94
		Samsung Electronics	75,500.000	8/12/24	1.07	25,500.000		18,940.000	6,560.000	34.64	KRW	19.31
	L	Philip Morris	116.090	8/12/24	0.07	93.170		72.000	21.170	29.40	USD	18.49
	L	Münchener Rück	439.200	8/12/24	1.01	118.600		86.770	31.830	36.68	EUR	18.36
		Merck (MSD)	113.480	8/12/24	-0.93	43.750		34.140	9.610	28.15	USD	18.22
	S	Diageo	2,451.500	8/12/24	1.03	1,687.000		1,287.000	400.000	31.08	GBP	17.67
		Schneider Electric	211.250	8/12/24	0.38	51.470		36.675	14.795	40.34	EUR	17.47
	S	Volkswagen	93.500	8/12/24	-0.47	146.100		114.550	31.550	27.54	EUR	17.25
		General Electric	166.870	8/12/24	-0.16	167.440		121.920	45.520	37.34	USD	16.42
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.030		8.160	1.870	22.92	AUD	14.93
		Seven & i	1,672.500	8/09/24	-0.54	853.670		702.000	151.670	21.61	JPY	14.68
	L	Novartis	96.740	8/12/24	0.16	48.620		41.050	7.570	18.44	CHF	14.61
	L	Pfizer	28.450	8/12/24	-0.35	23.910		18.960	4.950	26.11	USD	13.97
	L	Alphabet A	162.290	8/12/24	-0.84	16.941		14.568	2.372	16.28	USD	13.89
	S	LVMH	635.100	8/12/24	-0.14	133.650		108.150	25.500	23.58	EUR	13.32
		⇓instrument	freshest		⇓ Δday	8/20/12	⇓ Δwk	11/21/11	prc diff	⇓ Δ39	Curr	∅-RS
		Allianz	255.900	8/12/24		87.610		69.800	17.810	25.52	EUR	12.90
		Toyota	2,447.500	8/09/24	-0.14	649.000		468.000	181.000	38.68	JPY	12.70
	S	BASF	41.280	8/12/24	-0.22	62.300		48.145	14.155	29.40	EUR	12.65
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	52.975		43.720	9.255	21.17	USD	12.34
		PepsiCo	171.420	8/12/24	-0.56	73.330		63.150	10.180	16.12	USD	12.19
	L	3M	123.360	8/12/24	-0.65	93.890		77.840	16.050	20.62	USD	11.95
	L	RWE	32.360	8/12/24	1.70	33.400		27.627	5.773	20.90	EUR	11.76
	L	Nestlé	88.640	8/12/24	-0.40	60.100		51.500	8.600	16.70	CHF	11.72
	S	Mercedes-Benz	57.480	8/12/24	-0.57	41.900		30.395	11.505	37.85	EUR	11.57
	L	Coca-Cola	68.170	8/12/24	-0.74	39.470		32.975	6.495	19.70	USD	11.06
	L	Unilever	55.100	8/12/24	-0.36	27.955		23.805	4.150	17.43	EUR	10.85
		Societe Generale	20.520	8/12/24	0.44	20.770		16.010	4.760	29.73	EUR	10.81
		E.on	12.325	8/12/24	0.78	16.500		15.146	1.355	8.94	EUR	10.69
		Shell	33.025	8/12/24	0.93	28.595		24.965	3.630	14.54	EUR	10.24
		Marsh & McLennan	217.350	8/12/24	-1.23	34.140		28.900	5.240	18.13	USD	10.19
		TotalEnergies	61.720	8/12/24	0.60	40.450		36.020	4.430	12.30	EUR	9.75
	S	National Grid	978.400	8/12/24	-0.04	700.500		629.000	71.500	11.37	GBP	9.35
	S	Nissan Motor	410.200	8/09/24	-0.56	798.000		649.000	149.000	22.96	JPY	9.27
		Axa	32.350	8/12/24	-0.77	11.425		9.028	2.397	26.55	EUR	9.14
		Chevron	145.020	8/12/24	0.02	112.520		95.660	16.860	17.62	USD	9.02
		Vivendi	9.488	8/12/24	0.40	15.900		15.348	0.552	3.60	EUR	8.54
	S	Kimberly-Clark	34.140	8/12/24	-1.01	27.260		24.050	3.210	13.35	MXN	8.33
	L	Vodafone	74.440	8/12/24	0.87	186.750		168.800	17.950	10.63	GBP	8.05
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.489		8.990	0.499	5.55	EUR	7.93
		Exxon Mobil	119.000	8/12/24	0.13	87.950		76.910	11.040	14.35	USD	7.93
		⇓instrument	freshest		⇓ Δday	8/20/12	⇓ Δwk	11/21/11	prc diff	⇓ Δ39	Curr	∅-RS
		Microsoft	406.810	8/12/24	0.19	30.740		25.000	5.740	22.96	USD	7.91
	L	HSBC	643.900	8/12/24	0.22	563.100		469.000	94.100	20.06	GBP	6.40
		IBM	189.480	8/12/24	-1.03	200.500		181.480	19.020	10.48	USD	5.94
		JP Morgan Chase	206.190	8/12/24	0.19	37.370		29.910	7.460	24.94	USD	5.41
		Siemens	157.200	8/12/24	0.01	72.511		67.921	4.590	6.76	EUR	5.12
	L	Raytheon Tech	116.600	8/12/24	0.39	50.397		46.614	3.782	8.11	USD	4.99
	S	Intel	19.360	8/12/24	-1.78	26.230		23.570	2.660	11.29	USD	4.99
		Aviva	484.200	8/12/24	0.35	325.000		282.100	42.900	15.21	GBP	4.76
	S	Engie	15.335	8/12/24	0.49	20.170		18.575	1.595	8.59	EUR	4.51
		GSK	1,572.000	8/12/24	0.42	1,481.820		1,367.490	114.330	8.36	GBP	4.41
	S	Johnson & Johnson	159.880	8/12/24	-0.46	67.700		62.940	4.760	7.56	USD	4.37
		ING Groep	15.232	8/12/24	0.21	5.806		5.025	0.781	15.54	EUR	4.37
		Bridgestone	5,582.000	8/09/24	-1.33	1,855.000		1,716.000	139.000	8.10	JPY	4.30
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,986.500		2,806.500	180.000	6.41	GBP	4.27
	L	Procter & Gamble	166.810	8/12/24	-2.19	66.750		61.660	5.090	8.25	USD	3.90
		Honda Motor	1,420.000	8/09/24	-0.14	881.330		717.000	164.330	22.92	JPY	3.89
		Banco Santander	4.089	8/12/24	-0.24	5.640		5.380	0.260	4.83	EUR	3.79
		Citigroup	57.840	8/12/24		29.980		25.000	4.980	19.92	USD	3.55
	L	ABB	45.510	8/12/24	0.55	17.540		15.710	1.830	11.65	CHF	3.39
		BP	439.600	8/12/24	1.35	452.000		440.000	12.000	2.73	GBP	3.31
		Barclays	220.100	8/12/24	0.85	176.342		145.489	30.853	21.21	GBP	2.52
	L	Goldman Sachs	485.500	8/12/24	-0.97	105.280		91.300	13.980	15.31	USD	2.33
		BHP	2,094.000	8/12/24	-0.14	1,950.500		1,780.000	170.500	9.58	GBP	2.19
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.910		5.716	0.194	3.39	EUR	1.95
	S	Orange	10.115	8/12/24	-0.25	11.495		11.970	-0.475	-3.97	EUR	1.60
		⇓instrument	freshest		⇓ Δday	8/20/12	⇓ Δwk	11/21/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Texas Instruments	192.060	8/12/24	-0.08	29.530		29.220	0.310	1.06	USD	-0.29
		Standard Chartered	722.000	8/12/24	0.92	1,399.500		1,267.000	132.500	10.46	GBP	-1.96
		Carrefour	13.730	8/12/24	-0.36	16.050		17.835	-1.785	-10.01	EUR	-2.12
		Nike	74.640	8/12/24	0.40	23.943		22.765	1.178	5.17	USD	-2.41
	L	Ericsson	71.080	8/12/24	1.14	64.300		64.950	-0.650	-1.00	SEK	-2.55
		Caterpillar	336.030	8/12/24	-0.66	90.440		91.120	-0.680	-0.75	USD	-2.62
	S	Bristol-Myers	47.060	8/12/24	0.73	31.700		30.420	1.280	4.21	USD	-3.04
	L	Morgan Stanley	94.840	8/12/24	0.13	14.830		13.600	1.230	9.04	USD	-5.46
	S	McDonald´s	269.460	8/12/24	0.58	88.170		92.280	-4.110	-4.45	USD	-5.55
		UBS	24.850	8/12/24	0.44	10.530		10.210	0.320	3.13	CHF	-6.26
		Rio Tinto	4,942.000	8/12/24	0.56	3,000.000		3,083.000	-83.000	-2.69	GBP	-8.00
		Panasonic	1,058.500	8/09/24	1.34	601.000		668.000	-67.000	-10.03	JPY	-8.22
		Deutsche Bank	13.308	8/12/24	0.14	22.422		21.826	0.596	2.73	EUR	-8.80
		Saint-Gobain	73.560	8/12/24	-0.41	27.780		28.055	-0.275	-0.98	EUR	-9.06
	S	Ford Motor	9.860	8/12/24	-2.38	9.630		10.050	-0.420	-4.18	USD	-11.27
		Repsol	12.765	8/12/24	0.67	15.355		20.600	-5.245	-25.46	EUR	-11.30
		Telefónica	4.032	8/12/24	0.12	10.595		13.410	-2.815	-20.99	EUR	-11.86
	L	HP	33.780	8/12/24	0.72	9.124		12.198	-3.075	-25.20	USD	-15.55
	L	Anglo American	2,232.500	8/12/24	0.29	1,914.500		2,241.000	-326.500	-14.57	GBP	-16.71
		Canon	4,525.000	8/09/24	1.64	2,748.000		3,328.000	-580.000	-17.43	JPY	-18.33
	S	Sony	12,325.000	8/09/24	0.28	958.000		1,248.000	-290.000	-23.24	JPY	-27.36
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 8/20/12 / 11/21/11 - 80 did rise, Market-Ratio(39) = 84.21 %

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


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