Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 10/22/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	10/22/12	⇓ Δwk	1/23/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,258.140		1,211.860	46.280	3.82	USD	5.55
		Societe Generale	20.520	8/12/24	0.44	26.010		22.800	3.210	14.08	EUR	35.00
	L	Philips	26.060	8/12/24	-0.91	20.105		15.155	4.950	32.66	EUR	27.47
	L	Bayer	25.960	8/12/24	-0.04	68.490		53.250	15.240	28.62	EUR	27.14
		Citigroup	57.840	8/12/24		37.720		29.850	7.870	26.37	USD	26.23
	S	Kimberly-Clark	34.140	8/12/24	-1.01	32.460		25.170	7.290	28.96	MXN	25.06
	L	Fox A	38.830	8/12/24	-1.27	24.730		19.210	5.520	28.74	USD	23.96
		ING Groep	15.232	8/12/24	0.21	7.004		7.101	-0.097	-1.37	EUR	21.81
	L	Apple	217.530	8/12/24	0.71	22.644		15.265	7.379	48.34	USD	21.62
		Swiss Re	104.000	8/12/24	0.10	66.500		52.250	14.250	27.27	CHF	21.44
		Prudential	635.400	8/12/24	0.41	858.500		716.500	142.000	19.82	GBP	20.22
		Barclays	220.100	8/12/24	0.85	217.449		205.671	11.778	5.73	GBP	19.92
		Aegon	5.562	8/12/24	0.22	4.340		3.851	0.489	12.70	EUR	19.82
	L	Münchener Rück	439.200	8/12/24	1.01	126.750		99.340	27.410	27.59	EUR	19.57
		Merck (MSD)	113.480	8/12/24	-0.93	46.480		38.770	7.710	19.89	USD	18.50
	L	Walmart	68.700	8/12/24	1.10	25.217		20.303	4.913	24.20	USD	18.34
		Sanofi	95.670	8/12/24	-0.60	68.250		55.440	12.810	23.11	EUR	18.32
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.740		8.380	2.360	28.16	AUD	17.42
	L	Goldman Sachs	485.500	8/12/24	-0.97	122.770		108.190	14.580	13.48	USD	17.03
		Allianz	255.900	8/12/24		95.200		84.750	10.450	12.33	EUR	16.25
	S	Diageo	2,451.500	8/12/24	1.03	1,772.000		1,387.500	384.500	27.71	GBP	16.07
	L	Pfizer	28.450	8/12/24	-0.35	25.600		21.710	3.890	17.92	USD	15.82
		Deutsche Bank	13.308	8/12/24	0.14	29.458		28.526	0.932	3.27	EUR	15.48
		Axa	32.350	8/12/24	-0.77	12.445		12.050	0.395	3.28	EUR	14.95
		JP Morgan Chase	206.190	8/12/24	0.19	42.090		37.660	4.430	11.76	USD	14.62
		⇓instrument	freshest		⇓ Δday	10/22/12	⇓ Δwk	1/23/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	HSBC	643.900	8/12/24	0.22	618.000		544.900	73.100	13.42	GBP	14.29
		General Electric	166.870	8/12/24	-0.16	173.600		151.520	22.080	14.57	USD	13.79
		L´Oreal	376.650	8/12/24	-1.59	99.390		80.700	18.690	23.16	EUR	12.63
	L	RWE	32.360	8/12/24	1.70	35.370		26.290	9.080	34.54	EUR	12.24
	S	Volkswagen	93.500	8/12/24	-0.47	148.500		134.500	14.000	10.41	EUR	12.17
		Carrefour	13.730	8/12/24	-0.36	18.320		17.050	1.270	7.45	EUR	12.14
	L	Novartis	96.740	8/12/24	0.16	48.880		43.000	5.880	13.67	CHF	11.86
	S	BASF	41.280	8/12/24	-0.22	65.150		58.950	6.200	10.52	EUR	11.13
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	53.845		44.185	9.660	21.86	USD	10.86
	L	Nestlé	88.640	8/12/24	-0.40	61.050		53.250	7.800	14.65	CHF	9.81
		Schneider Electric	211.250	8/12/24	0.38	49.610		48.605	1.005	2.07	EUR	9.73
		Samsung Electronics	75,500.000	8/12/24	1.07	25,740.000		22,500.000	3,240.000	14.40	KRW	9.66
	L	Morgan Stanley	94.840	8/12/24	0.13	17.450		18.210	-0.760	-4.17	USD	9.57
	S	Johnson & Johnson	159.880	8/12/24	-0.46	71.780		65.000	6.780	10.43	USD	9.38
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.390		6.851	-0.461	-6.73	EUR	9.22
		Exxon Mobil	119.000	8/12/24	0.13	92.190		87.470	4.720	5.40	USD	8.97
		Vivendi	9.488	8/12/24	0.40	16.025		15.687	0.338	2.15	EUR	8.82
		Aviva	484.200	8/12/24	0.35	341.600		357.400	-15.800	-4.42	GBP	8.79
	L	Alphabet A	162.290	8/12/24	-0.84	17.019		14.683	2.336	15.91	USD	8.71
	S	National Grid	978.400	8/12/24	-0.04	705.500		614.000	91.500	14.90	GBP	8.23
		UBS	24.850	8/12/24	0.44	12.350		12.890	-0.540	-4.19	CHF	8.19
	L	Unilever	55.100	8/12/24	-0.36	28.050		25.285	2.765	10.94	EUR	7.74
		E.on	12.325	8/12/24	0.78	16.623		14.436	2.186	15.14	EUR	7.68
		Siemens	157.200	8/12/24	0.01	75.732		76.072	-0.340	-0.45	EUR	7.61
	L	Philip Morris	116.090	8/12/24	0.07	89.200		74.860	14.340	19.16	USD	7.21
		⇓instrument	freshest		⇓ Δday	10/22/12	⇓ Δwk	1/23/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	3M	123.360	8/12/24	-0.65	92.530		85.610	6.920	8.08	USD	6.71
		Banco Santander	4.089	8/12/24	-0.24	5.790		5.980	-0.190	-3.18	EUR	6.34
		Marsh & McLennan	217.350	8/12/24	-1.23	34.110		31.400	2.710	8.63	USD	6.04
		BHP	2,094.000	8/12/24	-0.14	2,029.500		2,159.000	-129.500	-6.00	GBP	5.85
		Chevron	145.020	8/12/24	0.02	112.740		107.010	5.730	5.35	USD	5.82
	L	ABB	45.510	8/12/24	0.55	18.170		19.850	-1.680	-8.46	CHF	5.23
		Toyota	2,447.500	8/09/24	-0.14	624.000		545.000	79.000	14.50	JPY	5.15
	L	Procter & Gamble	166.810	8/12/24	-2.19	68.500		65.000	3.500	5.38	USD	5.13
		Seven & i	1,672.500	8/09/24	-0.54	795.670		700.670	95.000	13.56	JPY	4.72
		PepsiCo	171.420	8/12/24	-0.56	69.600		66.100	3.500	5.30	USD	3.79
		TotalEnergies	61.720	8/12/24	0.60	39.340		40.000	-0.660	-1.65	EUR	3.28
	S	LVMH	635.100	8/12/24	-0.14	125.100		120.550	4.550	3.77	EUR	3.15
	L	Coca-Cola	68.170	8/12/24	-0.74	37.230		34.265	2.965	8.65	USD	2.72
	S	Bristol-Myers	47.060	8/12/24	0.73	34.040		32.470	1.570	4.84	USD	2.48
		Standard Chartered	722.000	8/12/24	0.92	1,480.000		1,580.000	-100.000	-6.33	GBP	2.25
		Bridgestone	5,582.000	8/09/24	-1.33	1,842.000		1,685.000	157.000	9.32	JPY	2.19
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,938.000		3,069.500	-131.500	-4.28	GBP	2.03
	L	Vodafone	74.440	8/12/24	0.87	177.050		178.850	-1.800	-1.01	GBP	0.88
	L	Raytheon Tech	116.600	8/12/24	0.39	48.981		48.370	0.611	1.26	USD	0.26
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.934		8.780	0.154	1.75	EUR	0.20
	S	Mercedes-Benz	57.480	8/12/24	-0.57	38.595		41.685	-3.090	-7.41	EUR	0.11
		Honda Motor	1,420.000	8/09/24	-0.14	861.330		882.330	-21.000	-2.38	JPY	0.03
		Rio Tinto	4,942.000	8/12/24	0.56	3,194.000		3,736.000	-542.000	-14.51	GBP	-0.21
		IBM	189.480	8/12/24	-1.03	194.400		189.980	4.420	2.33	USD	-0.30
		BP	439.600	8/12/24	1.35	443.450		476.700	-33.250	-6.98	GBP	-0.85
		⇓instrument	freshest		⇓ Δday	10/22/12	⇓ Δwk	1/23/12	prc diff	⇓ Δ39	Curr	∅-RS
		GSK	1,572.000	8/12/24	0.42	1,425.410		1,452.610	-27.200	-1.87	GBP	-1.23
		Shell	33.025	8/12/24	0.93	26.390		27.605	-1.215	-4.40	EUR	-1.51
		Microsoft	406.810	8/12/24	0.19	28.000		29.730	-1.730	-5.82	USD	-4.55
	S	Nissan Motor	410.200	8/09/24	-0.56	702.000		704.000	-2.000	-0.28	JPY	-5.02
	S	Ford Motor	9.860	8/12/24	-2.38	10.170		12.660	-2.490	-19.67	USD	-5.49
		Nike	74.640	8/12/24	0.40	23.620		25.390	-1.770	-6.97	USD	-5.68
	S	McDonald´s	269.460	8/12/24	0.58	88.450		100.950	-12.500	-12.38	USD	-5.80
	S	Engie	15.335	8/12/24	0.49	17.815		20.360	-2.545	-12.50	EUR	-5.98
		Repsol	12.765	8/12/24	0.67	15.585		22.040	-6.455	-29.29	EUR	-6.17
	L	Texas Instruments	192.060	8/12/24	-0.08	27.790		33.190	-5.400	-16.27	USD	-7.18
		Telefónica	4.032	8/12/24	0.12	10.500		13.385	-2.885	-21.55	EUR	-8.57
		Saint-Gobain	73.560	8/12/24	-0.41	27.320		34.580	-7.260	-20.99	EUR	-9.23
		Caterpillar	336.030	8/12/24	-0.66	85.080		106.370	-21.290	-20.02	USD	-9.67
	L	Ericsson	71.080	8/12/24	1.14	58.150		61.050	-2.900	-4.75	SEK	-10.14
	S	Orange	10.115	8/12/24	-0.25	9.553		11.445	-1.892	-16.53	EUR	-12.86
	L	Anglo American	2,232.500	8/12/24	0.29	1,908.500		2,685.500	-777.000	-28.93	GBP	-13.54
	S	Intel	19.360	8/12/24	-1.78	21.460		26.710	-5.250	-19.66	USD	-15.90
		Panasonic	1,058.500	8/09/24	1.34	518.000		642.000	-124.000	-19.31	JPY	-16.03
		Canon	4,525.000	8/09/24	1.64	2,587.000		3,400.000	-813.000	-23.91	JPY	-18.99
	S	Sony	12,325.000	8/09/24	0.28	973.000		1,420.000	-447.000	-31.48	JPY	-19.34
	L	HP	33.780	8/12/24	0.72	6.680		13.025	-6.344	-48.71	USD	-33.75
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 10/22/12 / 1/23/12 - 57 did rise, Market-Ratio(39) = 60.00 %

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