Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 9/03/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	9/03/12	⇓ Δwk	12/05/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,210.640		1,161.850	48.790	4.20	USD	3.53
	L	Apple	217.530	8/12/24	0.71	24.106		14.036	10.070	71.74	USD	38.91
	L	Bayer	25.960	8/12/24	-0.04	62.780		47.645	15.135	31.77	EUR	24.59
	L	Fox A	38.830	8/12/24	-1.27	23.530		17.710	5.820	32.86	USD	24.37
	L	Philips	26.060	8/12/24	-0.91	18.450		15.335	3.115	20.31	EUR	22.27
	L	Walmart	68.700	8/12/24	1.10	24.503		19.447	5.057	26.00	USD	20.49
		Sanofi	95.670	8/12/24	-0.60	66.510		51.360	15.150	29.50	EUR	20.46
	S	Diageo	2,451.500	8/12/24	1.03	1,751.000		1,354.500	396.500	29.27	GBP	20.30
		Aegon	5.562	8/12/24	0.22	4.100		3.367	0.733	21.77	EUR	18.51
		L´Oreal	376.650	8/12/24	-1.59	99.730		79.530	20.200	25.40	EUR	17.43
		Swiss Re	104.000	8/12/24	0.10	60.300		49.690	10.610	21.35	CHF	16.80
	L	Münchener Rück	439.200	8/12/24	1.01	118.250		96.370	21.880	22.70	EUR	16.73
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.210		8.440	1.770	20.97	AUD	15.93
		Schneider Electric	211.250	8/12/24	0.38	50.970		42.505	8.465	19.92	EUR	15.70
		Prudential	635.400	8/12/24	0.41	786.000		649.000	137.000	21.11	GBP	15.53
		Merck (MSD)	113.480	8/12/24	-0.93	43.250		35.260	7.990	22.66	USD	15.48
		Samsung Electronics	75,500.000	8/12/24	1.07	25,000.000		21,060.000	3,940.000	18.71	KRW	14.11
	L	Alphabet A	162.290	8/12/24	-0.84	17.079		15.690	1.389	8.85	USD	13.66
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	53.610		45.210	8.400	18.58	USD	12.86
	L	Philip Morris	116.090	8/12/24	0.07	89.630		75.870	13.760	18.14	USD	12.80
		General Electric	166.870	8/12/24	-0.16	164.080		130.640	33.440	25.60	USD	12.79
		Societe Generale	20.520	8/12/24	0.44	21.020		20.145	0.875	4.34	EUR	12.26
	L	RWE	32.360	8/12/24	1.70	33.880		30.249	3.631	12.00	EUR	12.21
	L	Pfizer	28.450	8/12/24	-0.35	23.775		19.840	3.935	19.83	USD	12.14
		E.on	12.325	8/12/24	0.78	16.823		16.532	0.291	1.76	EUR	11.96
		⇓instrument	freshest		⇓ Δday	9/03/12	⇓ Δwk	12/05/11	prc diff	⇓ Δ39	Curr	∅-RS
	S	BASF	41.280	8/12/24	-0.22	62.440		54.560	7.880	14.44	EUR	11.74
		Allianz	255.900	8/12/24		87.459		80.150	7.309	9.12	EUR	11.67
	L	Nestlé	88.640	8/12/24	-0.40	59.950		51.250	8.700	16.98	CHF	10.64
		Axa	32.350	8/12/24	-0.77	11.620		11.260	0.360	3.20	EUR	10.56
		PepsiCo	171.420	8/12/24	-0.56	72.480		64.400	8.080	12.55	USD	10.28
	L	Unilever	55.100	8/12/24	-0.36	27.990		24.785	3.205	12.93	EUR	10.21
	L	Novartis	96.740	8/12/24	0.16	47.080		41.360	5.720	13.83	CHF	9.92
		ING Groep	15.232	8/12/24	0.21	6.107		6.281	-0.174	-2.77	EUR	9.55
	S	LVMH	635.100	8/12/24	-0.14	130.000		115.150	14.850	12.90	EUR	9.43
		Marsh & McLennan	217.350	8/12/24	-1.23	34.110		30.610	3.500	11.43	USD	9.34
	S	Volkswagen	93.500	8/12/24	-0.47	137.800		128.600	9.200	7.15	EUR	9.25
	L	3M	123.360	8/12/24	-0.65	91.680		80.930	10.750	13.28	USD	8.65
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.533		9.188	0.345	3.75	EUR	8.36
		Toyota	2,447.500	8/09/24	-0.14	628.000		531.000	97.000	18.27	JPY	8.35
		TotalEnergies	61.720	8/12/24	0.60	40.045		38.765	1.280	3.30	EUR	7.82
		Vivendi	9.488	8/12/24	0.40	15.725		16.611	-0.886	-5.33	EUR	7.21
		Shell	33.025	8/12/24	0.93	28.070		26.315	1.755	6.67	EUR	7.14
		Chevron	145.020	8/12/24	0.02	111.220		102.820	8.400	8.17	USD	7.11
	S	Kimberly-Clark	34.140	8/12/24	-1.01	26.980		24.330	2.650	10.89	MXN	6.79
	S	National Grid	978.400	8/12/24	-0.04	687.500		605.000	82.500	13.64	GBP	6.77
		Seven & i	1,672.500	8/09/24	-0.54	801.670		707.330	94.340	13.34	JPY	6.69
		Siemens	157.200	8/12/24	0.01	73.520		73.452	0.068	0.09	EUR	6.28
		Exxon Mobil	119.000	8/12/24	0.13	87.120		80.450	6.670	8.29	USD	6.08
		Microsoft	406.810	8/12/24	0.19	30.385		25.700	4.685	18.23	USD	5.77
		Aviva	484.200	8/12/24	0.35	327.600		326.600	1.000	0.31	GBP	5.57
		⇓instrument	freshest		⇓ Δday	9/03/12	⇓ Δwk	12/05/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Vodafone	74.440	8/12/24	0.87	183.200		173.050	10.150	5.87	GBP	5.45
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.080		6.629	-0.549	-8.28	EUR	4.93
		Banco Santander	4.089	8/12/24	-0.24	5.679		5.930	-0.251	-4.23	EUR	4.76
	L	Procter & Gamble	166.810	8/12/24	-2.19	67.400		64.840	2.560	3.95	USD	4.63
	L	Coca-Cola	68.170	8/12/24	-0.74	37.280		33.155	4.125	12.44	USD	4.40
		JP Morgan Chase	206.190	8/12/24	0.19	37.010		33.510	3.500	10.44	USD	4.19
	L	HSBC	643.900	8/12/24	0.22	551.000		518.000	33.000	6.37	GBP	3.80
	L	Goldman Sachs	485.500	8/12/24	-0.97	106.410		99.820	6.590	6.60	USD	3.64
	S	Johnson & Johnson	159.880	8/12/24	-0.46	67.260		63.360	3.900	6.16	USD	3.51
		Carrefour	13.730	8/12/24	-0.36	16.875		20.285	-3.410	-16.81	EUR	3.45
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,946.500		2,908.500	38.000	1.31	GBP	2.69
		Citigroup	57.840	8/12/24		29.700		29.830	-0.130	-0.44	USD	2.40
	L	Raytheon Tech	116.600	8/12/24	0.39	49.308		48.232	1.076	2.23	USD	2.21
	S	Engie	15.335	8/12/24	0.49	19.685		21.390	-1.705	-7.97	EUR	2.13
	S	Mercedes-Benz	57.480	8/12/24	-0.57	38.605		34.760	3.845	11.06	EUR	2.11
		IBM	189.480	8/12/24	-1.03	194.540		190.840	3.700	1.94	USD	2.05
		Bridgestone	5,582.000	8/09/24	-1.33	1,823.000		1,753.000	70.000	3.99	JPY	1.93
		GSK	1,572.000	8/12/24	0.42	1,447.570		1,409.800	37.770	2.68	GBP	1.47
		BP	439.600	8/12/24	1.35	443.700		466.300	-22.600	-4.85	GBP	0.89
	S	Bristol-Myers	47.060	8/12/24	0.73	33.140		32.830	0.310	0.94	USD	0.86
	L	Morgan Stanley	94.840	8/12/24	0.13	15.510		16.570	-1.060	-6.40	USD	-0.68
	S	Orange	10.115	8/12/24	-0.25	11.145		12.690	-1.545	-12.17	EUR	-1.09
		Nike	74.640	8/12/24	0.40	24.315		24.150	0.165	0.68	USD	-1.47
	S	Nissan Motor	410.200	8/09/24	-0.56	724.000		700.000	24.000	3.43	JPY	-1.54
		Deutsche Bank	13.308	8/12/24	0.14	24.163		25.742	-1.579	-6.13	EUR	-1.70
		⇓instrument	freshest		⇓ Δday	9/03/12	⇓ Δwk	12/05/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	ABB	45.510	8/12/24	0.55	16.710		17.460	-0.750	-4.30	CHF	-1.76
		Barclays	220.100	8/12/24	0.85	170.246		177.035	-6.789	-3.83	GBP	-1.85
		BHP	2,094.000	8/12/24	-0.14	1,855.000		2,012.000	-157.000	-7.80	GBP	-2.78
		Standard Chartered	722.000	8/12/24	0.92	1,390.000		1,454.500	-64.500	-4.43	GBP	-2.80
	S	Intel	19.360	8/12/24	-1.78	24.415		25.010	-0.595	-2.38	USD	-3.33
	L	Texas Instruments	192.060	8/12/24	-0.08	28.785		30.230	-1.445	-4.78	USD	-3.36
		Honda Motor	1,420.000	8/09/24	-0.14	814.670		814.670	0.000	0.00	JPY	-4.33
		UBS	24.850	8/12/24	0.44	10.730		11.400	-0.670	-5.88	CHF	-4.42
	S	McDonald´s	269.460	8/12/24	0.58	89.050		95.350	-6.300	-6.61	USD	-4.59
	L	Ericsson	71.080	8/12/24	1.14	61.000		67.550	-6.550	-9.70	SEK	-7.22
		Saint-Gobain	73.560	8/12/24	-0.41	27.725		32.195	-4.470	-13.88	EUR	-8.68
		Caterpillar	336.030	8/12/24	-0.66	82.660		96.850	-14.190	-14.65	USD	-11.20
	S	Ford Motor	9.860	8/12/24	-2.38	9.410		11.110	-1.700	-15.30	USD	-12.95
		Rio Tinto	4,942.000	8/12/24	0.56	2,795.500		3,384.000	-588.500	-17.39	GBP	-13.64
		Repsol	12.765	8/12/24	0.67	14.700		22.890	-8.190	-35.78	EUR	-14.34
		Telefónica	4.032	8/12/24	0.12	10.160		14.115	-3.955	-28.02	EUR	-14.52
		Panasonic	1,058.500	8/09/24	1.34	522.000		717.000	-195.000	-27.20	JPY	-19.34
	L	Anglo American	2,232.500	8/12/24	0.29	1,773.000		2,501.500	-728.500	-29.12	GBP	-22.14
		Canon	4,525.000	8/09/24	1.64	2,552.000		3,429.000	-877.000	-25.58	JPY	-23.37
	L	HP	33.780	8/12/24	0.72	7.716		12.770	-5.055	-39.58	USD	-27.64
	S	Sony	12,325.000	8/09/24	0.28	885.000		1,383.000	-498.000	-36.01	JPY	-31.40
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 9/03/12 / 12/05/11 - 63 did rise, Market-Ratio(39) = 66.32 %

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