Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 10/01/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	10/01/12	⇓ Δwk	1/02/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,251.350		1,186.020	65.330	5.51	USD	5.77
	L	Bayer	25.960	8/12/24	-0.04	68.530		50.810	17.720	34.88	EUR	30.79
	L	Apple	217.530	8/12/24	0.71	23.550		14.687	8.863	60.34	USD	30.24
	L	Fox A	38.830	8/12/24	-1.27	24.550		18.350	6.200	33.79	USD	26.05
	L	Alphabet A	162.290	8/12/24	-0.84	19.104		16.687	2.417	14.48	USD	24.39
		General Electric	166.870	8/12/24	-0.16	182.480		146.880	35.600	24.24	USD	22.25
		Sanofi	95.670	8/12/24	-0.60	68.600		57.420	11.180	19.47	EUR	21.03
		Societe Generale	20.520	8/12/24	0.44	22.950		17.685	5.265	29.77	EUR	20.11
		Samsung Electronics	75,500.000	8/12/24	1.07	27,400.000		20,800.000	6,600.000	31.73	KRW	19.83
	S	Kimberly-Clark	34.140	8/12/24	-1.01	30.670		25.300	5.370	21.23	MXN	19.67
	L	Philips	26.060	8/12/24	-0.91	18.425		16.490	1.935	11.73	EUR	18.67
	L	Münchener Rück	439.200	8/12/24	1.01	123.750		97.870	25.880	26.44	EUR	18.48
	S	Diageo	2,451.500	8/12/24	1.03	1,772.000		1,428.000	344.000	24.09	GBP	18.43
	L	Walmart	68.700	8/12/24	1.10	24.683		20.110	4.573	22.74	USD	18.11
		Merck (MSD)	113.480	8/12/24	-0.93	45.215		38.300	6.915	18.05	USD	17.74
		Prudential	635.400	8/12/24	0.41	820.500		645.000	175.500	27.21	GBP	17.27
	S	BASF	41.280	8/12/24	-0.22	67.460		55.140	12.320	22.34	EUR	17.16
		Allianz	255.900	8/12/24		93.417		76.400	17.017	22.27	EUR	15.53
	L	Pfizer	28.450	8/12/24	-0.35	25.035		21.970	3.065	13.95	USD	15.46
		Aegon	5.562	8/12/24	0.22	4.119		3.183	0.936	29.41	EUR	15.29
		Barclays	220.100	8/12/24	0.85	205.394		172.093	33.301	19.35	GBP	15.27
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.360		7.980	2.380	29.82	AUD	15.15
		Swiss Re	104.000	8/12/24	0.10	61.350		49.130	12.220	24.87	CHF	14.29
		JP Morgan Chase	206.190	8/12/24	0.19	40.970		34.730	6.240	17.97	USD	13.62
		L´Oreal	376.650	8/12/24	-1.59	98.430		81.800	16.630	20.33	EUR	13.18
		⇓instrument	freshest		⇓ Δday	10/01/12	⇓ Δwk	1/02/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Goldman Sachs	485.500	8/12/24	-0.97	116.860		95.360	21.500	22.55	USD	12.94
		ING Groep	15.232	8/12/24	0.21	6.411		5.708	0.703	12.32	EUR	12.45
	L	RWE	32.360	8/12/24	1.70	35.045		28.600	6.445	22.53	EUR	12.43
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	53.995		45.540	8.455	18.57	USD	12.32
	L	Novartis	96.740	8/12/24	0.16	48.540		45.330	3.210	7.08	CHF	11.83
		Citigroup	57.840	8/12/24		32.750		28.330	4.420	15.60	USD	11.50
	L	Philip Morris	116.090	8/12/24	0.07	90.710		78.590	12.120	15.42	USD	11.41
		Chevron	145.020	8/12/24	0.02	117.250		110.370	6.880	6.23	USD	11.31
		Axa	32.350	8/12/24	-0.77	11.900		10.430	1.470	14.09	EUR	10.63
	S	Volkswagen	93.500	8/12/24	-0.47	142.350		119.020	23.330	19.60	EUR	9.84
		Exxon Mobil	119.000	8/12/24	0.13	91.800		86.000	5.800	6.74	USD	9.82
		E.on	12.325	8/12/24	0.78	16.855		15.836	1.018	6.43	EUR	9.63
	L	HSBC	643.900	8/12/24	0.22	587.500		504.900	82.600	16.36	GBP	9.60
	L	3M	123.360	8/12/24	-0.65	93.290		83.490	9.800	11.74	USD	9.08
	L	Nestlé	88.640	8/12/24	-0.40	60.000		54.300	5.700	10.50	CHF	9.03
		Siemens	157.200	8/12/24	0.01	76.334		73.200	3.134	4.28	EUR	8.99
		IBM	189.480	8/12/24	-1.03	210.470		186.300	24.170	12.97	USD	8.82
		Marsh & McLennan	217.350	8/12/24	-1.23	34.270		31.820	2.450	7.70	USD	8.17
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.613		9.170	0.443	4.83	EUR	7.93
		Banco Santander	4.089	8/12/24	-0.24	5.876		5.966	-0.090	-1.51	EUR	7.76
	L	Unilever	55.100	8/12/24	-0.36	27.755		27.105	0.650	2.40	EUR	7.60
	S	National Grid	978.400	8/12/24	-0.04	696.000		631.500	64.500	10.21	GBP	7.27
	L	Procter & Gamble	166.810	8/12/24	-2.19	69.450		66.830	2.620	3.92	USD	7.05
	L	Coca-Cola	68.170	8/12/24	-0.74	38.380		35.070	3.310	9.44	USD	6.79
		Deutsche Bank	13.308	8/12/24	0.14	26.879		25.840	1.039	4.02	EUR	6.67
		⇓instrument	freshest		⇓ Δday	10/01/12	⇓ Δwk	1/02/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Morgan Stanley	94.840	8/12/24	0.13	16.790		16.080	0.710	4.42	USD	6.65
		Schneider Electric	211.250	8/12/24	0.38	47.810		41.560	6.250	15.04	EUR	6.45
		PepsiCo	171.420	8/12/24	-0.56	70.650		66.400	4.250	6.40	USD	6.24
		Vivendi	9.488	8/12/24	0.40	15.600		16.945	-1.345	-7.94	EUR	6.01
	S	Johnson & Johnson	159.880	8/12/24	-0.46	69.130		65.880	3.250	4.93	USD	5.85
	L	ABB	45.510	8/12/24	0.55	17.960		18.520	-0.560	-3.02	CHF	4.48
		Seven & i	1,672.500	8/09/24	-0.54	788.670		709.330	79.340	11.19	JPY	4.07
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.084		6.795	-0.711	-10.46	EUR	3.80
		Aviva	484.200	8/12/24	0.35	325.200		311.900	13.300	4.26	GBP	3.74
		TotalEnergies	61.720	8/12/24	0.60	39.280		40.000	-0.720	-1.80	EUR	3.73
		BHP	2,094.000	8/12/24	-0.14	1,974.500		1,993.000	-18.500	-0.93	GBP	3.30
		UBS	24.850	8/12/24	0.44	11.700		11.530	0.170	1.47	CHF	3.21
		Toyota	2,447.500	8/09/24	-0.14	603.000		510.000	93.000	18.24	JPY	2.52
	S	Bristol-Myers	47.060	8/12/24	0.73	33.910		34.670	-0.760	-2.19	USD	2.36
		Shell	33.025	8/12/24	0.93	27.055		28.270	-1.215	-4.30	EUR	1.64
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,925.000		3,050.000	-125.000	-4.10	GBP	1.49
	L	Raytheon Tech	116.600	8/12/24	0.39	49.308		46.986	2.322	4.94	USD	1.41
		Microsoft	406.810	8/12/24	0.19	29.490		26.765	2.725	10.18	USD	1.30
		GSK	1,572.000	8/12/24	0.42	1,454.120		1,495.420	-41.300	-2.76	GBP	1.10
	L	Vodafone	74.440	8/12/24	0.87	176.350		180.750	-4.400	-2.43	GBP	0.65
	S	LVMH	635.100	8/12/24	-0.14	120.600		111.350	9.250	8.31	EUR	0.23
		Carrefour	13.730	8/12/24	-0.36	16.340		18.120	-1.780	-9.82	EUR	-0.32
		Standard Chartered	722.000	8/12/24	0.92	1,435.500		1,454.000	-18.500	-1.27	GBP	-0.43
	S	Mercedes-Benz	57.480	8/12/24	-0.57	37.945		35.365	2.580	7.30	EUR	-1.04
		BP	439.600	8/12/24	1.35	438.550		471.050	-32.500	-6.90	GBP	-1.51
		⇓instrument	freshest		⇓ Δday	10/01/12	⇓ Δwk	1/02/12	prc diff	⇓ Δ39	Curr	∅-RS
	S	McDonald´s	269.460	8/12/24	0.58	91.990		98.840	-6.850	-6.93	USD	-1.73
		Bridgestone	5,582.000	8/09/24	-1.33	1,761.000		1,734.000	27.000	1.56	JPY	-2.17
		Nike	74.640	8/12/24	0.40	23.888		24.203	-0.315	-1.30	USD	-4.14
		Saint-Gobain	73.560	8/12/24	-0.41	28.245		30.245	-2.000	-6.61	EUR	-6.92
	S	Engie	15.335	8/12/24	0.49	17.805		21.790	-3.985	-18.29	EUR	-7.40
		Honda Motor	1,420.000	8/09/24	-0.14	790.670		778.000	12.670	1.63	JPY	-7.80
	L	Ericsson	71.080	8/12/24	1.14	60.100		68.000	-7.900	-11.62	SEK	-7.93
	L	Texas Instruments	192.060	8/12/24	-0.08	27.610		29.755	-2.145	-7.21	USD	-7.94
	S	Ford Motor	9.860	8/12/24	-2.38	9.930		11.130	-1.200	-10.78	USD	-8.00
		Rio Tinto	4,942.000	8/12/24	0.56	2,938.000		3,325.000	-387.000	-11.64	GBP	-8.47
		Caterpillar	336.030	8/12/24	-0.66	85.470		93.980	-8.510	-9.06	USD	-8.67
	S	Intel	19.360	8/12/24	-1.78	22.755		24.540	-1.785	-7.27	USD	-10.80
	S	Nissan Motor	410.200	8/09/24	-0.56	660.000		680.000	-20.000	-2.94	JPY	-10.94
		Telefónica	4.032	8/12/24	0.12	10.420		13.660	-3.240	-23.72	EUR	-11.00
		Repsol	12.765	8/12/24	0.67	14.965		24.070	-9.105	-37.83	EUR	-11.56
	L	Anglo American	2,232.500	8/12/24	0.29	1,891.000		2,497.000	-606.000	-24.27	GBP	-15.58
	S	Orange	10.115	8/12/24	-0.25	9.301		12.355	-3.054	-24.72	EUR	-16.67
		Panasonic	1,058.500	8/09/24	1.34	521.000		655.000	-134.000	-20.46	JPY	-17.34
		Canon	4,525.000	8/09/24	1.64	2,555.000		3,360.000	-805.000	-23.96	JPY	-21.62
	L	HP	33.780	8/12/24	0.72	7.816		12.089	-4.273	-35.35	USD	-24.89
	S	Sony	12,325.000	8/09/24	0.28	927.000		1,380.000	-453.000	-32.83	JPY	-25.31
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 10/01/12 / 1/02/12 - 62 did rise, Market-Ratio(39) = 65.26 %

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