Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 10/08/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	10/08/12	⇓ Δwk	1/09/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,257.550		1,163.010	94.540	8.13	USD	5.91
	L	Bayer	25.960	8/12/24	-0.04	68.230		51.250	16.980	33.13	EUR	28.90
	L	Fox A	38.830	8/12/24	-1.27	25.130		18.350	6.780	36.95	USD	27.77
	L	Apple	217.530	8/12/24	0.71	22.792		15.062	7.730	51.32	USD	24.63
	L	Alphabet A	162.290	8/12/24	-0.84	19.005		15.610	3.395	21.75	USD	22.72
		General Electric	166.870	8/12/24	-0.16	183.360		150.880	32.480	21.53	USD	21.77
		Societe Generale	20.520	8/12/24	0.44	23.145		15.000	8.145	54.30	EUR	20.72
		Merck (MSD)	113.480	8/12/24	-0.93	46.340		38.390	7.950	20.71	USD	19.82
	L	Philips	26.060	8/12/24	-0.91	18.695		15.650	3.045	19.46	EUR	19.65
	L	Walmart	68.700	8/12/24	1.10	25.083		19.727	5.357	27.15	USD	19.19
	S	Diageo	2,451.500	8/12/24	1.03	1,794.000		1,416.000	378.000	26.69	GBP	19.05
		Prudential	635.400	8/12/24	0.41	840.000		636.000	204.000	32.08	GBP	19.05
		Samsung Electronics	75,500.000	8/12/24	1.07	27,440.000		20,920.000	6,520.000	31.17	KRW	18.86
		Sanofi	95.670	8/12/24	-0.60	67.800		55.790	12.010	21.53	EUR	18.86
		Swiss Re	104.000	8/12/24	0.10	64.200		47.810	16.390	34.28	CHF	18.69
	S	Kimberly-Clark	34.140	8/12/24	-1.01	30.340		25.230	5.110	20.25	MXN	17.86
		Citigroup	57.840	8/12/24		34.780		29.080	5.700	19.60	USD	17.56
	L	Münchener Rück	439.200	8/12/24	1.01	122.800		91.900	30.900	33.62	EUR	16.89
	L	Pfizer	28.450	8/12/24	-0.35	25.400		21.820	3.580	16.41	USD	16.28
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.490		8.490	2.000	23.56	AUD	15.95
		Aegon	5.562	8/12/24	0.22	4.135		3.049	1.086	35.62	EUR	15.03
	L	Goldman Sachs	485.500	8/12/24	-0.97	119.460		94.690	24.770	26.16	USD	14.87
		JP Morgan Chase	206.190	8/12/24	0.19	41.660		35.300	6.360	18.02	USD	14.69
		Barclays	220.100	8/12/24	0.85	205.394		164.518	40.876	24.85	GBP	14.46
	L	Philip Morris	116.090	8/12/24	0.07	93.350		76.860	16.490	21.45	USD	13.72
		⇓instrument	freshest		⇓ Δday	10/08/12	⇓ Δwk	1/09/12	prc diff	⇓ Δ39	Curr	∅-RS
		ING Groep	15.232	8/12/24	0.21	6.467		5.490	0.977	17.80	EUR	12.91
	S	BASF	41.280	8/12/24	-0.22	65.470		55.670	9.800	17.60	EUR	12.78
		Allianz	255.900	8/12/24		91.710		72.881	18.829	25.84	EUR	12.69
	L	RWE	32.360	8/12/24	1.70	35.295		27.690	7.605	27.46	EUR	12.67
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	54.245		44.890	9.355	20.84	USD	12.41
	L	Novartis	96.740	8/12/24	0.16	48.750		45.040	3.710	8.24	CHF	12.03
	S	Volkswagen	93.500	8/12/24	-0.47	145.700		122.250	23.450	19.18	EUR	11.38
		Chevron	145.020	8/12/24	0.02	117.620		109.490	8.130	7.43	USD	11.07
		L´Oreal	376.650	8/12/24	-1.59	97.100		81.620	15.480	18.97	EUR	10.99
	L	3M	123.360	8/12/24	-0.65	95.370		83.870	11.500	13.71	USD	10.89
	L	HSBC	643.900	8/12/24	0.22	595.800		491.400	104.400	21.25	GBP	10.75
		Exxon Mobil	119.000	8/12/24	0.13	92.680		85.500	7.180	8.40	USD	10.31
	L	Morgan Stanley	94.840	8/12/24	0.13	17.450		16.200	1.250	7.72	USD	10.15
	L	Nestlé	88.640	8/12/24	-0.40	60.650		54.300	6.350	11.69	CHF	9.83
		Banco Santander	4.089	8/12/24	-0.24	5.985		5.445	0.540	9.92	EUR	9.76
		Siemens	157.200	8/12/24	0.01	76.644		73.500	3.144	4.28	EUR	9.10
		Axa	32.350	8/12/24	-0.77	11.785		9.544	2.241	23.48	EUR	9.09
		Marsh & McLennan	217.350	8/12/24	-1.23	34.730		30.790	3.940	12.80	USD	8.97
		Schneider Electric	211.250	8/12/24	0.38	48.965		42.695	6.270	14.69	EUR	8.60
		E.on	12.325	8/12/24	0.78	16.709		15.259	1.450	9.50	EUR	8.41
	L	Unilever	55.100	8/12/24	-0.36	28.000		26.475	1.525	5.76	EUR	8.20
		IBM	189.480	8/12/24	-1.03	209.820		181.590	28.230	15.55	USD	8.08
		Deutsche Bank	13.308	8/12/24	0.14	27.249		22.443	4.805	21.41	EUR	7.59
	S	National Grid	978.400	8/12/24	-0.04	697.500		624.000	73.500	11.78	GBP	7.33
	L	Coca-Cola	68.170	8/12/24	-0.74	38.580		34.465	4.115	11.94	USD	7.01
		⇓instrument	freshest		⇓ Δday	10/08/12	⇓ Δwk	1/09/12	prc diff	⇓ Δ39	Curr	∅-RS
		PepsiCo	171.420	8/12/24	-0.56	71.190		65.730	5.460	8.31	USD	6.71
	L	Procter & Gamble	166.810	8/12/24	-2.19	69.100		66.640	2.460	3.69	USD	6.31
	S	Johnson & Johnson	159.880	8/12/24	-0.46	69.440		64.930	4.510	6.95	USD	6.11
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.165		6.060	0.105	1.73	EUR	5.14
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.350		8.800	0.550	6.25	EUR	4.78
	L	ABB	45.510	8/12/24	0.55	18.020		18.480	-0.460	-2.49	CHF	4.53
		Vivendi	9.488	8/12/24	0.40	15.350		15.793	-0.443	-2.81	EUR	4.19
		UBS	24.850	8/12/24	0.44	11.800		10.700	1.100	10.28	CHF	3.78
		Aviva	484.200	8/12/24	0.35	325.700		299.000	26.700	8.93	GBP	3.66
		Toyota	2,447.500	8/09/24	-0.14	610.000		525.000	85.000	16.19	JPY	3.43
	L	Vodafone	74.440	8/12/24	0.87	180.350		177.100	3.250	1.84	GBP	2.84
		Microsoft	406.810	8/12/24	0.19	29.780		27.740	2.040	7.35	USD	1.91
		GSK	1,572.000	8/12/24	0.42	1,466.710		1,445.560	21.150	1.46	GBP	1.81
	L	Raytheon Tech	116.600	8/12/24	0.39	49.320		46.633	2.687	5.76	USD	1.19
	S	Bristol-Myers	47.060	8/12/24	0.73	33.560		33.910	-0.350	-1.03	USD	1.16
		TotalEnergies	61.720	8/12/24	0.60	38.290		39.960	-1.670	-4.18	EUR	0.73
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,902.500		3,009.000	-106.500	-3.54	GBP	0.67
		Shell	33.025	8/12/24	0.93	26.840		28.890	-2.050	-7.10	EUR	0.48
		BHP	2,094.000	8/12/24	-0.14	1,923.000		1,947.500	-24.500	-1.26	GBP	0.31
		Bridgestone	5,582.000	8/09/24	-1.33	1,802.000		1,735.000	67.000	3.86	JPY	0.04
		Seven & i	1,672.500	8/09/24	-0.54	756.330		706.670	49.660	7.03	JPY	-0.34
	S	LVMH	635.100	8/12/24	-0.14	120.300		110.050	10.250	9.31	EUR	-0.46
	S	Mercedes-Benz	57.480	8/12/24	-0.57	38.275		36.730	1.545	4.21	EUR	-0.48
		BP	439.600	8/12/24	1.35	437.000		473.600	-36.600	-7.73	GBP	-2.12
	S	McDonald´s	269.460	8/12/24	0.58	91.540		99.640	-8.100	-8.13	USD	-2.34
		⇓instrument	freshest		⇓ Δday	10/08/12	⇓ Δwk	1/09/12	prc diff	⇓ Δ39	Curr	∅-RS
		Carrefour	13.730	8/12/24	-0.36	15.990		16.605	-0.615	-3.70	EUR	-2.38
		Standard Chartered	722.000	8/12/24	0.92	1,406.500		1,397.500	9.000	0.64	GBP	-2.76
		Nike	74.640	8/12/24	0.40	23.748		24.588	-0.840	-3.42	USD	-4.99
		Honda Motor	1,420.000	8/09/24	-0.14	809.000		813.330	-4.330	-0.53	JPY	-5.76
	L	Texas Instruments	192.060	8/12/24	-0.08	27.990		30.160	-2.170	-7.19	USD	-6.76
	S	Ford Motor	9.860	8/12/24	-2.38	10.050		11.800	-1.750	-14.83	USD	-7.00
		Rio Tinto	4,942.000	8/12/24	0.56	2,984.500		3,311.000	-326.500	-9.86	GBP	-7.10
	S	Engie	15.335	8/12/24	0.49	17.650		20.530	-2.880	-14.03	EUR	-7.82
		Saint-Gobain	73.560	8/12/24	-0.41	27.610		29.160	-1.550	-5.32	EUR	-8.99
	L	Ericsson	71.080	8/12/24	1.14	59.200		66.900	-7.700	-11.51	SEK	-9.07
		Caterpillar	336.030	8/12/24	-0.66	85.440		97.100	-11.660	-12.01	USD	-9.11
		Telefónica	4.032	8/12/24	0.12	10.510		13.005	-2.495	-19.18	EUR	-9.72
	S	Nissan Motor	410.200	8/09/24	-0.56	667.000		668.000	-1.000	-0.15	JPY	-9.93
		Repsol	12.765	8/12/24	0.67	14.925		23.715	-8.790	-37.07	EUR	-11.37
	S	Intel	19.360	8/12/24	-1.78	22.510		25.465	-2.955	-11.60	USD	-11.95
	S	Orange	10.115	8/12/24	-0.25	9.433		11.690	-2.257	-19.31	EUR	-15.03
		Panasonic	1,058.500	8/09/24	1.34	517.000		646.000	-129.000	-19.97	JPY	-17.46
	L	Anglo American	2,232.500	8/12/24	0.29	1,802.500		2,438.500	-636.000	-26.08	GBP	-19.26
	S	Sony	12,325.000	8/09/24	0.28	950.000		1,348.000	-398.000	-29.53	JPY	-22.76
		Canon	4,525.000	8/09/24	1.64	2,473.000		3,357.000	-884.000	-26.33	JPY	-23.65
	L	HP	33.780	8/12/24	0.72	6.567		12.007	-5.441	-45.31	USD	-36.53
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 10/08/12 / 1/09/12 - 66 did rise, Market-Ratio(39) = 69.47 %

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