Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 11/12/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	11/12/12	⇓ Δwk	2/13/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,210.890		1,233.670	-22.780	-1.85	USD	1.23
		Societe Generale	20.520	8/12/24	0.44	24.905		22.740	2.165	9.52	EUR	27.57
		UBS	24.850	8/12/24	0.44	14.410		12.930	1.480	11.45	CHF	25.04
	L	Philips	26.060	8/12/24	-0.91	19.920		15.640	4.280	27.37	EUR	24.48
		Citigroup	57.840	8/12/24		36.420		32.880	3.540	10.77	USD	20.76
	L	Bayer	25.960	8/12/24	-0.04	66.140		55.000	11.140	20.25	EUR	20.08
	L	Fox A	38.830	8/12/24	-1.27	24.290		19.410	4.880	25.14	USD	19.44
		Swiss Re	104.000	8/12/24	0.10	65.850		52.500	13.350	25.43	CHF	18.22
		Barclays	220.100	8/12/24	0.85	217.033		218.881	-1.848	-0.84	GBP	18.22
	L	Münchener Rück	439.200	8/12/24	1.01	126.850		106.850	20.000	18.72	EUR	17.94
	S	Kimberly-Clark	34.140	8/12/24	-1.01	30.990		25.280	5.710	22.59	MXN	17.65
		Prudential	635.400	8/12/24	0.41	849.000		716.500	132.500	18.49	GBP	17.02
		Sanofi	95.670	8/12/24	-0.60	68.610		56.780	11.830	20.83	EUR	16.97
		ING Groep	15.232	8/12/24	0.21	6.735		6.606	0.129	1.95	EUR	16.52
	S	Volkswagen	93.500	8/12/24	-0.47	155.650		144.200	11.450	7.94	EUR	16.22
		Aegon	5.562	8/12/24	0.22	4.260		3.919	0.341	8.70	EUR	16.15
	S	Diageo	2,451.500	8/12/24	1.03	1,800.000		1,503.000	297.000	19.76	GBP	15.83
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.640		8.620	2.020	23.43	AUD	14.19
		Allianz	255.900	8/12/24		94.400		88.199	6.201	7.03	EUR	14.13
		Samsung Electronics	75,500.000	8/12/24	1.07	26,980.000		21,660.000	5,320.000	24.56	KRW	12.80
		Carrefour	13.730	8/12/24	-0.36	18.340		17.680	0.660	3.73	EUR	12.42
	L	Walmart	68.700	8/12/24	1.10	24.160		20.597	3.563	17.30	USD	11.67
	L	Goldman Sachs	485.500	8/12/24	-0.97	117.240		114.530	2.710	2.37	USD	10.90
	L	HSBC	643.900	8/12/24	0.22	603.800		564.400	39.400	6.98	GBP	10.83
		L´Oreal	376.650	8/12/24	-1.59	99.000		81.650	17.350	21.25	EUR	10.76
		⇓instrument	freshest		⇓ Δday	11/12/12	⇓ Δwk	2/13/12	prc diff	⇓ Δ39	Curr	∅-RS
		Deutsche Bank	13.308	8/12/24	0.14	28.445		28.641	-0.196	-0.68	EUR	10.48
		Merck (MSD)	113.480	8/12/24	-0.93	44.020		38.110	5.910	15.51	USD	10.31
		JP Morgan Chase	206.190	8/12/24	0.19	40.580		38.300	2.280	5.95	USD	9.30
		Siemens	157.200	8/12/24	0.01	76.926		72.278	4.648	6.43	EUR	9.05
		Schneider Electric	211.250	8/12/24	0.38	49.515		47.755	1.760	3.69	EUR	8.52
		Axa	32.350	8/12/24	-0.77	11.805		12.420	-0.615	-4.95	EUR	8.40
	L	Unilever	55.100	8/12/24	-0.36	28.380		25.580	2.800	10.95	EUR	8.17
		General Electric	166.870	8/12/24	-0.16	167.120		152.560	14.560	9.54	USD	7.88
	L	Novartis	96.740	8/12/24	0.16	47.460		43.120	4.340	10.06	CHF	7.81
	L	Pfizer	28.450	8/12/24	-0.35	24.110		21.300	2.810	13.19	USD	7.51
	L	Nestlé	88.640	8/12/24	-0.40	59.850		54.000	5.850	10.83	CHF	6.63
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	52.155		45.820	6.335	13.83	USD	6.38
	S	BASF	41.280	8/12/24	-0.22	63.060		60.730	2.330	3.84	EUR	6.19
	L	Alphabet A	162.290	8/12/24	-0.84	16.699		15.352	1.347	8.77	USD	5.89
	S	Johnson & Johnson	159.880	8/12/24	-0.46	69.680		64.680	5.000	7.73	USD	5.58
		Marsh & McLennan	217.350	8/12/24	-1.23	34.170		32.250	1.920	5.95	USD	5.55
	L	Morgan Stanley	94.840	8/12/24	0.13	16.770		19.540	-2.770	-14.18	USD	5.21
	L	RWE	32.360	8/12/24	1.70	33.315		32.160	1.155	3.59	EUR	4.87
	S	National Grid	978.400	8/12/24	-0.04	687.000		639.000	48.000	7.51	GBP	4.64
		Aviva	484.200	8/12/24	0.35	328.300		368.000	-39.700	-10.79	GBP	4.59
	S	LVMH	635.100	8/12/24	-0.14	126.150		124.400	1.750	1.41	EUR	3.58
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.020		7.140	-1.120	-15.69	EUR	2.92
		Toyota	2,447.500	8/09/24	-0.14	617.000		607.000	10.000	1.65	JPY	2.73
	L	Procter & Gamble	166.810	8/12/24	-2.19	67.080		64.230	2.850	4.44	USD	2.55
	S	Ford Motor	9.860	8/12/24	-2.38	10.970		12.540	-1.570	-12.52	USD	2.41
		⇓instrument	freshest		⇓ Δday	11/12/12	⇓ Δwk	2/13/12	prc diff	⇓ Δ39	Curr	∅-RS
		Exxon Mobil	119.000	8/12/24	0.13	87.320		84.420	2.900	3.44	USD	2.35
	L	3M	123.360	8/12/24	-0.65	89.180		88.030	1.150	1.31	USD	2.16
		PepsiCo	171.420	8/12/24	-0.56	68.610		63.690	4.920	7.72	USD	1.69
		BHP	2,094.000	8/12/24	-0.14	1,950.500		2,082.500	-132.000	-6.34	GBP	1.68
	L	Apple	217.530	8/12/24	0.71	19.387		17.950	1.437	8.01	USD	1.54
	L	Philip Morris	116.090	8/12/24	0.07	84.980		81.610	3.370	4.13	USD	0.69
		Seven & i	1,672.500	8/09/24	-0.54	771.670		725.000	46.670	6.44	JPY	0.63
		Vivendi	9.488	8/12/24	0.40	14.800		15.701	-0.901	-5.74	EUR	0.47
	L	ABB	45.510	8/12/24	0.55	17.320		19.810	-2.490	-12.57	CHF	0.13
		Banco Santander	4.089	8/12/24	-0.24	5.433		6.480	-1.047	-16.16	EUR	0.03
		Shell	33.025	8/12/24	0.93	26.755		27.480	-0.725	-2.64	EUR	-0.37
		Standard Chartered	722.000	8/12/24	0.92	1,443.500		1,612.500	-169.000	-10.48	GBP	-0.51
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,852.000		3,012.500	-160.500	-5.33	GBP	-0.79
		Chevron	145.020	8/12/24	0.02	105.930		106.380	-0.450	-0.42	USD	-0.80
		TotalEnergies	61.720	8/12/24	0.60	37.825		41.040	-3.215	-7.83	EUR	-0.89
	L	Raytheon Tech	116.600	8/12/24	0.39	48.427		53.417	-4.991	-9.34	USD	-0.90
	L	Texas Instruments	192.060	8/12/24	-0.08	29.505		33.255	-3.750	-11.28	USD	-0.91
	L	Coca-Cola	68.170	8/12/24	-0.74	36.080		34.220	1.860	5.44	USD	-0.95
		Bridgestone	5,582.000	8/09/24	-1.33	1,768.000		1,725.000	43.000	2.49	JPY	-2.02
		E.on	12.325	8/12/24	0.78	15.041		14.864	0.177	1.19	EUR	-2.76
		IBM	189.480	8/12/24	-1.03	189.250		192.620	-3.370	-1.75	USD	-3.24
		Rio Tinto	4,942.000	8/12/24	0.56	3,081.000		3,845.500	-764.500	-19.88	GBP	-3.29
	S	Bristol-Myers	47.060	8/12/24	0.73	31.940		31.990	-0.050	-0.16	USD	-4.13
		Microsoft	406.810	8/12/24	0.19	28.220		30.580	-2.360	-7.72	USD	-4.18
		BP	439.600	8/12/24	1.35	427.300		496.000	-68.700	-13.85	GBP	-4.28
		⇓instrument	freshest		⇓ Δday	11/12/12	⇓ Δwk	2/13/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Vodafone	74.440	8/12/24	0.87	166.600		174.400	-7.800	-4.47	GBP	-4.99
		GSK	1,572.000	8/12/24	0.42	1,368.500		1,443.540	-75.040	-5.20	GBP	-5.23
		Saint-Gobain	73.560	8/12/24	-0.41	28.120		35.340	-7.220	-20.43	EUR	-5.50
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.345		8.901	-0.556	-6.25	EUR	-6.21
	S	Mercedes-Benz	57.480	8/12/24	-0.57	36.010		47.050	-11.040	-23.46	EUR	-6.74
		Repsol	12.765	8/12/24	0.67	15.070		21.010	-5.940	-28.27	EUR	-7.64
		Nike	74.640	8/12/24	0.40	23.073		26.305	-3.233	-12.29	USD	-7.79
	S	Nissan Motor	410.200	8/09/24	-0.56	680.000		745.000	-65.000	-8.72	JPY	-7.83
		Honda Motor	1,420.000	8/09/24	-0.14	790.670		923.330	-132.660	-14.37	JPY	-8.52
	L	Ericsson	71.080	8/12/24	1.14	58.600		66.200	-7.600	-11.48	SEK	-8.55
		Caterpillar	336.030	8/12/24	-0.66	85.180		113.700	-28.520	-25.08	USD	-9.07
	S	McDonald´s	269.460	8/12/24	0.58	84.880		99.650	-14.770	-14.82	USD	-9.27
	S	Engie	15.335	8/12/24	0.49	16.700		19.435	-2.735	-14.07	EUR	-10.99
		Telefónica	4.032	8/12/24	0.12	9.970		13.065	-3.095	-23.69	EUR	-11.41
	L	Anglo American	2,232.500	8/12/24	0.29	1,827.500		2,817.000	-989.500	-35.13	GBP	-16.25
	S	Intel	19.360	8/12/24	-1.78	20.765		26.700	-5.935	-22.23	USD	-17.99
		Canon	4,525.000	8/09/24	1.64	2,456.000		3,437.000	-981.000	-28.54	JPY	-21.57
	S	Orange	10.115	8/12/24	-0.25	8.230		11.340	-3.110	-27.43	EUR	-23.28
	S	Sony	12,325.000	8/09/24	0.28	854.000		1,499.000	-645.000	-43.03	JPY	-27.19
		Panasonic	1,058.500	8/09/24	1.34	393.000		645.000	-252.000	-39.07	JPY	-34.39
	L	HP	33.780	8/12/24	0.72	6.090		13.056	-6.966	-53.36	USD	-37.04
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 11/12/12 / 2/13/12 - 51 did rise, Market-Ratio(39) = 53.68 %

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


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