Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 9/10/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	9/10/12	⇓ Δwk	12/12/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,237.090		1,136.780	100.310	8.82	USD	5.55
	L	Apple	217.530	8/12/24	0.71	23.669		13.994	9.675	69.14	USD	34.92
		Societe Generale	20.520	8/12/24	0.44	24.405		18.600	5.805	31.21	EUR	30.26
	L	Bayer	25.960	8/12/24	-0.04	64.410		45.820	18.590	40.57	EUR	26.76
	L	Fox A	38.830	8/12/24	-1.27	24.145		17.450	6.695	38.37	USD	26.75
	L	Philips	26.060	8/12/24	-0.91	19.030		15.125	3.905	25.82	EUR	25.34
		Aegon	5.562	8/12/24	0.22	4.258		3.087	1.171	37.93	EUR	22.18
		Samsung Electronics	75,500.000	8/12/24	1.07	26,720.000		20,900.000	5,820.000	27.85	KRW	20.72
	L	Walmart	68.700	8/12/24	1.10	24.503		19.363	5.140	26.55	USD	19.67
		ING Groep	15.232	8/12/24	0.21	6.683		5.362	1.321	24.64	EUR	19.51
		Prudential	635.400	8/12/24	0.41	813.500		624.000	189.500	30.37	GBP	18.79
	L	Münchener Rück	439.200	8/12/24	1.01	120.750		91.040	29.710	32.63	EUR	18.38
		Sanofi	95.670	8/12/24	-0.60	65.720		52.580	13.140	24.99	EUR	18.30
		Allianz	255.900	8/12/24		92.879		74.415	18.464	24.81	EUR	17.84
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.410		8.210	2.200	26.80	AUD	17.70
		Merck (MSD)	113.480	8/12/24	-0.93	44.260		34.990	9.270	26.49	USD	17.50
		Swiss Re	104.000	8/12/24	0.10	61.250		47.630	13.620	28.60	CHF	17.49
		General Electric	166.870	8/12/24	-0.16	171.840		131.680	40.160	30.50	USD	17.43
		Axa	32.350	8/12/24	-0.77	12.345		10.450	1.895	18.13	EUR	17.08
	L	Alphabet A	162.290	8/12/24	-0.84	17.574		15.683	1.890	12.05	USD	16.35
	L	RWE	32.360	8/12/24	1.70	35.305		26.750	8.555	31.98	EUR	15.99
		Schneider Electric	211.250	8/12/24	0.38	51.250		40.050	11.200	27.97	EUR	15.87
	S	Diageo	2,451.500	8/12/24	1.03	1,695.500		1,374.000	321.500	23.40	GBP	15.65
		E.on	12.325	8/12/24	0.78	17.323		15.455	1.868	12.09	EUR	14.57
	S	BASF	41.280	8/12/24	-0.22	64.130		51.610	12.520	24.26	EUR	13.97
		⇓instrument	freshest		⇓ Δday	9/10/12	⇓ Δwk	12/12/11	prc diff	⇓ Δ39	Curr	∅-RS
		L´Oreal	376.650	8/12/24	-1.59	96.820		78.920	17.900	22.68	EUR	13.31
	S	Kimberly-Clark	34.140	8/12/24	-1.01	28.680		24.670	4.010	16.25	MXN	13.25
		Aviva	484.200	8/12/24	0.35	351.700		301.000	50.700	16.84	GBP	13.20
	L	Pfizer	28.450	8/12/24	-0.35	24.100		20.390	3.710	18.20	USD	13.14
		Banco Santander	4.089	8/12/24	-0.24	6.069		5.719	0.350	6.12	EUR	11.95
	S	Volkswagen	93.500	8/12/24	-0.47	142.000		120.000	22.000	18.33	EUR	11.94
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.490		6.264	0.226	3.61	EUR	11.83
	L	Goldman Sachs	485.500	8/12/24	-0.97	114.680		98.030	16.650	16.98	USD	11.65
	S	LVMH	635.100	8/12/24	-0.14	132.250		111.350	20.900	18.77	EUR	10.95
	L	Philip Morris	116.090	8/12/24	0.07	88.620		75.150	13.470	17.92	USD	10.92
		Toyota	2,447.500	8/09/24	-0.14	642.000		522.000	120.000	22.99	JPY	10.36
		Barclays	220.100	8/12/24	0.85	191.908		167.613	24.295	14.49	GBP	10.21
		Deutsche Bank	13.308	8/12/24	0.14	27.108		23.810	3.299	13.85	EUR	9.85
		Citigroup	57.840	8/12/24		31.830		27.220	4.610	16.94	USD	9.59
		Chevron	145.020	8/12/24	0.02	113.960		103.070	10.890	10.57	USD	9.43
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.641		9.018	0.623	6.91	EUR	9.31
		PepsiCo	171.420	8/12/24	-0.56	71.840		64.660	7.180	11.10	USD	9.00
		JP Morgan Chase	206.190	8/12/24	0.19	38.760		32.040	6.720	20.97	USD	8.90
		Marsh & McLennan	217.350	8/12/24	-1.23	34.060		30.580	3.480	11.38	USD	8.83
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	51.850		45.105	6.745	14.95	USD	8.78
		Siemens	157.200	8/12/24	0.01	75.393		70.570	4.823	6.83	EUR	8.69
	L	Novartis	96.740	8/12/24	0.16	46.750		42.460	4.290	10.10	CHF	8.64
		Exxon Mobil	119.000	8/12/24	0.13	89.480		80.050	9.430	11.78	USD	8.51
		TotalEnergies	61.720	8/12/24	0.60	40.450		38.050	2.400	6.31	EUR	8.43
	L	Nestlé	88.640	8/12/24	-0.40	58.850		51.600	7.250	14.05	CHF	8.14
		⇓instrument	freshest		⇓ Δday	9/10/12	⇓ Δwk	12/12/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Unilever	55.100	8/12/24	-0.36	27.405		25.510	1.895	7.43	EUR	7.49
	L	3M	123.360	8/12/24	-0.65	90.670		80.590	10.080	12.51	USD	7.13
		Vivendi	9.488	8/12/24	0.40	15.655		16.074	-0.419	-2.61	EUR	6.72
		Microsoft	406.810	8/12/24	0.19	30.720		25.510	5.210	20.42	USD	6.57
	L	Morgan Stanley	94.840	8/12/24	0.13	16.610		15.380	1.230	8.00	USD	6.34
	L	Procter & Gamble	166.810	8/12/24	-2.19	68.510		64.310	4.200	6.53	USD	6.19
		Shell	33.025	8/12/24	0.93	27.905		26.730	1.175	4.40	EUR	6.02
	L	HSBC	643.900	8/12/24	0.22	563.700		488.750	74.950	15.34	GBP	6.01
		Bridgestone	5,582.000	8/09/24	-1.33	1,893.000		1,746.000	147.000	8.42	JPY	5.66
	S	National Grid	978.400	8/12/24	-0.04	681.000		604.500	76.500	12.66	GBP	5.52
	L	Coca-Cola	68.170	8/12/24	-0.74	37.660		33.445	4.215	12.60	USD	5.32
		IBM	189.480	8/12/24	-1.03	200.950		192.180	8.770	4.56	USD	5.06
	S	Johnson & Johnson	159.880	8/12/24	-0.46	68.180		63.510	4.670	7.35	USD	4.85
		UBS	24.850	8/12/24	0.44	11.750		11.220	0.530	4.72	CHF	4.59
	L	ABB	45.510	8/12/24	0.55	17.700		17.060	0.640	3.75	CHF	3.87
		Carrefour	13.730	8/12/24	-0.36	16.860		17.830	-0.970	-5.44	EUR	3.35
	S	Nissan Motor	410.200	8/09/24	-0.56	759.000		688.000	71.000	10.32	JPY	3.06
	L	Raytheon Tech	116.600	8/12/24	0.39	49.471		46.872	2.599	5.55	USD	2.34
		Seven & i	1,672.500	8/09/24	-0.54	771.330		711.000	60.330	8.49	JPY	2.31
		Honda Motor	1,420.000	8/09/24	-0.14	870.670		818.330	52.340	6.40	JPY	2.26
	S	Mercedes-Benz	57.480	8/12/24	-0.57	38.770		33.060	5.710	17.27	EUR	2.23
	L	Vodafone	74.440	8/12/24	0.87	176.600		173.150	3.450	1.99	GBP	1.35
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,908.500		2,920.500	-12.000	-0.41	GBP	1.22
	S	Engie	15.335	8/12/24	0.49	19.500		20.705	-1.205	-5.82	EUR	1.21
		Nike	74.640	8/12/24	0.40	25.010		24.238	0.773	3.19	USD	1.03
		⇓instrument	freshest		⇓ Δday	9/10/12	⇓ Δwk	12/12/11	prc diff	⇓ Δ39	Curr	∅-RS
	S	Bristol-Myers	47.060	8/12/24	0.73	33.140		33.180	-0.040	-0.12	USD	0.61
		BHP	2,094.000	8/12/24	-0.14	1,910.000		1,897.000	13.000	0.69	GBP	0.20
		GSK	1,572.000	8/12/24	0.42	1,425.910		1,439.010	-13.100	-0.91	GBP	-0.30
		Standard Chartered	722.000	8/12/24	0.92	1,425.000		1,419.500	5.500	0.39	GBP	-0.49
		BP	439.600	8/12/24	1.35	437.800		444.550	-6.750	-1.52	GBP	-0.87
	S	McDonald´s	269.460	8/12/24	0.58	91.300		98.480	-7.180	-7.29	USD	-2.19
	L	Ericsson	71.080	8/12/24	1.14	63.350		65.300	-1.950	-2.99	SEK	-3.44
		Saint-Gobain	73.560	8/12/24	-0.41	29.080		29.790	-0.710	-2.38	EUR	-3.99
	L	Texas Instruments	192.060	8/12/24	-0.08	28.670		29.130	-0.460	-1.58	USD	-4.05
		Rio Tinto	4,942.000	8/12/24	0.56	3,069.000		3,119.000	-50.000	-1.60	GBP	-4.77
		Telefónica	4.032	8/12/24	0.12	11.080		13.500	-2.420	-17.93	EUR	-6.26
	S	Ford Motor	9.860	8/12/24	-2.38	10.110		10.850	-0.740	-6.82	USD	-6.31
		Caterpillar	336.030	8/12/24	-0.66	87.100		93.240	-6.140	-6.59	USD	-6.36
	S	Orange	10.115	8/12/24	-0.25	10.430		12.270	-1.840	-15.00	EUR	-7.28
	S	Intel	19.360	8/12/24	-1.78	23.260		24.000	-0.740	-3.08	USD	-8.36
		Repsol	12.765	8/12/24	0.67	15.580		22.385	-6.805	-30.40	EUR	-8.79
	L	Anglo American	2,232.500	8/12/24	0.29	2,001.500		2,347.000	-345.500	-14.72	GBP	-11.57
		Panasonic	1,058.500	8/09/24	1.34	541.000		702.000	-161.000	-22.93	JPY	-15.72
		Canon	4,525.000	8/09/24	1.64	2,556.000		3,470.000	-914.000	-26.34	JPY	-22.74
	L	HP	33.780	8/12/24	0.72	7.916		12.416	-4.501	-36.25	USD	-25.22
	S	Sony	12,325.000	8/09/24	0.28	921.000		1,396.000	-475.000	-34.03	JPY	-27.74
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 9/10/12 / 12/12/11 - 72 did rise, Market-Ratio(39) = 75.79 %

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