Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 10/15/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	10/15/12	⇓ Δwk	1/16/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,249.960		1,176.710	73.250	6.22	USD	5.05
	L	Bayer	25.960	8/12/24	-0.04	68.270		53.900	14.370	26.66	EUR	27.79
		Societe Generale	20.520	8/12/24	0.44	24.345		16.545	7.800	47.14	EUR	26.74
		Citigroup	57.840	8/12/24		36.660		28.220	8.440	29.91	USD	23.28
	L	Fox A	38.830	8/12/24	-1.27	24.360		19.020	5.340	28.08	USD	22.96
	L	Apple	217.530	8/12/24	0.71	22.670		15.168	7.502	49.46	USD	22.74
	S	Kimberly-Clark	34.140	8/12/24	-1.01	31.470		25.000	6.470	25.88	MXN	21.79
	L	Walmart	68.700	8/12/24	1.10	25.717		19.950	5.767	28.91	USD	21.47
		Barclays	220.100	8/12/24	0.85	218.789		183.917	34.872	18.96	GBP	21.32
		Merck (MSD)	113.480	8/12/24	-0.93	46.590		38.820	7.770	20.02	USD	19.63
		General Electric	166.870	8/12/24	-0.16	181.120		149.920	31.200	20.81	USD	19.48
		Prudential	635.400	8/12/24	0.41	846.500		670.000	176.500	26.34	GBP	19.24
	L	Goldman Sachs	485.500	8/12/24	-0.97	124.500		97.680	26.820	27.46	USD	19.23
	L	Alphabet A	162.290	8/12/24	-0.84	18.582		15.763	2.819	17.88	USD	19.21
	L	Philips	26.060	8/12/24	-0.91	18.700		14.855	3.845	25.88	EUR	19.12
		Swiss Re	104.000	8/12/24	0.10	64.400		49.140	15.260	31.05	CHF	18.33
	L	Münchener Rück	439.200	8/12/24	1.01	124.600		95.580	29.020	30.36	EUR	18.10
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.690		8.760	1.930	22.03	AUD	17.55
		Sanofi	95.670	8/12/24	-0.60	67.130		55.960	11.170	19.96	EUR	17.01
	S	Diageo	2,451.500	8/12/24	1.03	1,772.000		1,406.000	366.000	26.03	GBP	16.81
		ING Groep	15.232	8/12/24	0.21	6.697		6.254	0.443	7.08	EUR	16.72
	L	Pfizer	28.450	8/12/24	-0.35	25.570		21.935	3.635	16.57	USD	16.40
		JP Morgan Chase	206.190	8/12/24	0.19	42.380		34.910	7.470	21.40	USD	16.11
		Aegon	5.562	8/12/24	0.22	4.186		3.501	0.685	19.57	EUR	16.03
		Samsung Electronics	75,500.000	8/12/24	1.07	26,740.000		22,100.000	4,640.000	21.00	KRW	14.80
		⇓instrument	freshest		⇓ Δday	10/15/12	⇓ Δwk	1/16/12	prc diff	⇓ Δ39	Curr	∅-RS
		Allianz	255.900	8/12/24		92.970		78.550	14.420	18.36	EUR	13.95
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	54.230		44.865	9.365	20.87	USD	12.03
		L´Oreal	376.650	8/12/24	-1.59	98.300		80.560	17.740	22.02	EUR	11.86
	L	Morgan Stanley	94.840	8/12/24	0.13	17.750		16.250	1.500	9.23	USD	11.77
	L	Nestlé	88.640	8/12/24	-0.40	61.750		53.050	8.700	16.40	CHF	11.44
	L	Philip Morris	116.090	8/12/24	0.07	92.060		75.900	16.160	21.29	USD	11.37
	L	HSBC	643.900	8/12/24	0.22	600.300		507.700	92.600	18.24	GBP	11.30
	S	BASF	41.280	8/12/24	-0.22	64.900		57.920	6.980	12.05	EUR	11.26
	S	Volkswagen	93.500	8/12/24	-0.47	146.250		128.200	18.050	14.08	EUR	11.07
	L	Novartis	96.740	8/12/24	0.16	48.420		44.420	4.000	9.00	CHF	11.04
	L	RWE	32.360	8/12/24	1.70	34.800		28.075	6.725	23.95	EUR	10.79
		Deutsche Bank	13.308	8/12/24	0.14	28.036		24.874	3.162	12.71	EUR	10.38
		Axa	32.350	8/12/24	-0.77	11.830		10.535	1.295	12.29	EUR	9.47
	L	Unilever	55.100	8/12/24	-0.36	28.230		25.760	2.470	9.59	EUR	8.73
		Exxon Mobil	119.000	8/12/24	0.13	91.510		85.690	5.820	6.79	USD	8.51
		Marsh & McLennan	217.350	8/12/24	-1.23	34.540		31.330	3.210	10.25	USD	7.88
	L	3M	123.360	8/12/24	-0.65	92.790		84.230	8.560	10.16	USD	7.44
		IBM	189.480	8/12/24	-1.03	208.930		180.000	28.930	16.07	USD	7.38
		E.on	12.325	8/12/24	0.78	16.541		14.977	1.564	10.44	EUR	7.27
		Vivendi	9.488	8/12/24	0.40	15.725		15.561	0.164	1.05	EUR	6.78
	S	National Grid	978.400	8/12/24	-0.04	694.500		628.500	66.000	10.50	GBP	6.72
		Banco Santander	4.089	8/12/24	-0.24	5.809		5.660	0.149	2.63	EUR	6.60
		Chevron	145.020	8/12/24	0.02	112.820		106.720	6.100	5.72	USD	6.17
	L	Procter & Gamble	166.810	8/12/24	-2.19	68.710		65.735	2.975	4.53	USD	5.58
	L	Coca-Cola	68.170	8/12/24	-0.74	38.130		33.675	4.455	13.23	USD	5.47
		⇓instrument	freshest		⇓ Δday	10/15/12	⇓ Δwk	1/16/12	prc diff	⇓ Δ39	Curr	∅-RS
		UBS	24.850	8/12/24	0.44	12.010		11.520	0.490	4.25	CHF	5.46
		Siemens	157.200	8/12/24	0.01	74.083		73.830	0.253	0.34	EUR	5.33
		Schneider Electric	211.250	8/12/24	0.38	47.540		45.320	2.220	4.90	EUR	5.28
		Aviva	484.200	8/12/24	0.35	330.500		324.500	6.000	1.85	GBP	5.21
		PepsiCo	171.420	8/12/24	-0.56	70.340		64.650	5.690	8.80	USD	5.15
	S	Johnson & Johnson	159.880	8/12/24	-0.46	68.600		65.120	3.480	5.34	USD	4.68
	L	ABB	45.510	8/12/24	0.55	17.720		19.220	-1.500	-7.80	CHF	2.68
	S	LVMH	635.100	8/12/24	-0.14	123.800		117.050	6.750	5.77	EUR	2.25
	S	Bristol-Myers	47.060	8/12/24	0.73	33.930		33.720	0.210	0.62	USD	2.23
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.956		6.443	-0.487	-7.56	EUR	1.68
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.039		8.920	0.119	1.33	EUR	1.30
		TotalEnergies	61.720	8/12/24	0.60	38.500		39.485	-0.985	-2.49	EUR	1.15
		Standard Chartered	722.000	8/12/24	0.92	1,461.500		1,468.000	-6.500	-0.44	GBP	1.01
		Microsoft	406.810	8/12/24	0.19	29.510		28.255	1.255	4.44	USD	0.78
		BHP	2,094.000	8/12/24	-0.14	1,926.500		2,080.000	-153.500	-7.38	GBP	0.49
		GSK	1,572.000	8/12/24	0.42	1,447.570		1,456.140	-8.570	-0.59	GBP	0.39
		Seven & i	1,672.500	8/09/24	-0.54	761.670		701.000	60.670	8.65	JPY	0.32
		Toyota	2,447.500	8/09/24	-0.14	593.000		522.000	71.000	13.60	JPY	0.18
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,881.500		3,070.500	-189.000	-6.16	GBP	0.01
	S	McDonald´s	269.460	8/12/24	0.58	93.500		100.550	-7.050	-7.01	USD	-0.32
		Shell	33.025	8/12/24	0.93	26.620		27.290	-0.670	-2.46	EUR	-0.54
		Carrefour	13.730	8/12/24	-0.36	16.225		16.580	-0.355	-2.14	EUR	-0.78
	S	Mercedes-Benz	57.480	8/12/24	-0.57	38.165		39.345	-1.180	-3.00	EUR	-0.92
	L	Vodafone	74.440	8/12/24	0.87	173.300		175.850	-2.550	-1.45	GBP	-1.25
	L	Raytheon Tech	116.600	8/12/24	0.39	47.923		48.483	-0.560	-1.16	USD	-1.80
		⇓instrument	freshest		⇓ Δday	10/15/12	⇓ Δwk	1/16/12	prc diff	⇓ Δ39	Curr	∅-RS
		Bridgestone	5,582.000	8/09/24	-1.33	1,753.000		1,695.000	58.000	3.42	JPY	-2.79
		BP	439.600	8/12/24	1.35	429.550		478.000	-48.450	-10.14	GBP	-3.94
		Nike	74.640	8/12/24	0.40	23.903		24.810	-0.907	-3.66	USD	-4.46
	S	Ford Motor	9.860	8/12/24	-2.38	10.220		12.015	-1.795	-14.94	USD	-5.23
	L	Texas Instruments	192.060	8/12/24	-0.08	28.220		31.065	-2.845	-9.16	USD	-5.87
		Honda Motor	1,420.000	8/09/24	-0.14	809.330		848.000	-38.670	-4.56	JPY	-5.92
		Rio Tinto	4,942.000	8/12/24	0.56	2,973.500		3,589.000	-615.500	-17.15	GBP	-7.29
	S	Nissan Motor	410.200	8/09/24	-0.56	686.000		683.000	3.000	0.44	JPY	-7.29
	S	Engie	15.335	8/12/24	0.49	17.470		21.045	-3.575	-16.99	EUR	-8.27
	L	Ericsson	71.080	8/12/24	1.14	59.050		69.050	-10.000	-14.48	SEK	-8.97
		Repsol	12.765	8/12/24	0.67	14.820		22.095	-7.275	-32.93	EUR	-11.39
		Caterpillar	336.030	8/12/24	-0.66	82.810		102.910	-20.100	-19.53	USD	-12.05
		Telefónica	4.032	8/12/24	0.12	10.170		13.400	-3.230	-24.10	EUR	-12.07
		Saint-Gobain	73.560	8/12/24	-0.41	26.495		32.020	-5.525	-17.25	EUR	-12.36
	S	Intel	19.360	8/12/24	-1.78	21.730		25.040	-3.310	-13.22	USD	-14.97
	S	Orange	10.115	8/12/24	-0.25	9.318		11.735	-2.417	-20.60	EUR	-15.55
	L	Anglo American	2,232.500	8/12/24	0.29	1,788.500		2,595.000	-806.500	-31.08	GBP	-19.40
		Panasonic	1,058.500	8/09/24	1.34	481.000		607.000	-126.000	-20.76	JPY	-22.72
		Canon	4,525.000	8/09/24	1.64	2,471.000		3,314.000	-843.000	-25.44	JPY	-23.18
	S	Sony	12,325.000	8/09/24	0.28	907.000		1,306.000	-399.000	-30.55	JPY	-25.63
	L	HP	33.780	8/12/24	0.72	6.571		12.014	-5.443	-45.30	USD	-35.64
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 10/15/12 / 1/16/12 - 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