Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 11/19/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	11/19/12	⇓ Δwk	2/20/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,222.870		1,251.220	-28.350	-2.27	USD	2.13
		Societe Generale	20.520	8/12/24	0.44	25.785		24.165	1.620	6.70	EUR	31.40
		UBS	24.850	8/12/24	0.44	14.500		13.300	1.200	9.02	CHF	25.20
		Barclays	220.100	8/12/24	0.85	230.705		231.767	-1.062	-0.46	GBP	24.95
	L	Philips	26.060	8/12/24	-0.91	19.600		16.415	3.185	19.40	EUR	21.74
	L	Bayer	25.960	8/12/24	-0.04	66.400		57.310	9.090	15.86	EUR	19.77
		Samsung Electronics	75,500.000	8/12/24	1.07	28,740.000		23,500.000	5,240.000	22.30	KRW	19.34
		Prudential	635.400	8/12/24	0.41	870.500		724.000	146.500	20.23	GBP	19.27
		Citigroup	57.840	8/12/24		36.100		33.360	2.740	8.21	USD	19.16
		Swiss Re	104.000	8/12/24	0.10	66.100		54.300	11.800	21.73	CHF	18.00
	L	Münchener Rück	439.200	8/12/24	1.01	127.050		111.300	15.750	14.15	EUR	17.36
	S	Diageo	2,451.500	8/12/24	1.03	1,832.500		1,498.000	334.500	22.33	GBP	17.21
	L	Fox A	38.830	8/12/24	-1.27	23.970		19.540	4.430	22.67	USD	17.06
	S	Volkswagen	93.500	8/12/24	-0.47	156.800		143.850	12.950	9.00	EUR	16.64
	S	Kimberly-Clark	34.140	8/12/24	-1.01	30.840		25.000	5.840	23.36	MXN	16.57
		ING Groep	15.232	8/12/24	0.21	6.755		6.950	-0.195	-2.81	EUR	16.51
		Sanofi	95.670	8/12/24	-0.60	67.720		55.850	11.870	21.25	EUR	14.72
		Aegon	5.562	8/12/24	0.22	4.227		4.067	0.160	3.93	EUR	14.64
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.640		9.200	1.440	15.65	AUD	13.69
		Allianz	255.900	8/12/24		94.410		91.499	2.911	3.18	EUR	13.64
	L	HSBC	643.900	8/12/24	0.22	618.300		581.700	36.600	6.29	GBP	13.10
		L´Oreal	376.650	8/12/24	-1.59	101.550		85.590	15.960	18.65	EUR	13.09
	L	Goldman Sachs	485.500	8/12/24	-0.97	118.300		116.630	1.670	1.43	USD	11.55
		Toyota	2,447.500	8/09/24	-0.14	672.000		665.000	7.000	1.05	JPY	11.39
		Carrefour	13.730	8/12/24	-0.36	18.130		18.280	-0.150	-0.82	EUR	11.26
		⇓instrument	freshest		⇓ Δday	11/19/12	⇓ Δwk	2/20/12	prc diff	⇓ Δ39	Curr	∅-RS
		Deutsche Bank	13.308	8/12/24	0.14	28.653		29.437	-0.783	-2.66	EUR	10.96
		Schneider Electric	211.250	8/12/24	0.38	50.760		49.415	1.345	2.72	EUR	10.80
		Vivendi	9.488	8/12/24	0.40	16.120		16.040	0.080	0.50	EUR	9.50
		Axa	32.350	8/12/24	-0.77	11.930		12.520	-0.590	-4.71	EUR	9.28
		JP Morgan Chase	206.190	8/12/24	0.19	40.590		38.460	2.130	5.54	USD	8.85
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	53.455		46.685	6.770	14.50	USD	8.68
		Merck (MSD)	113.480	8/12/24	-0.93	43.340		38.130	5.210	13.66	USD	8.16
		Marsh & McLennan	217.350	8/12/24	-1.23	35.080		32.280	2.800	8.67	USD	8.11
	S	BASF	41.280	8/12/24	-0.22	64.350		64.660	-0.310	-0.48	EUR	7.90
	L	Unilever	55.100	8/12/24	-0.36	28.315		25.550	2.765	10.82	EUR	7.61
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.275		7.100	-0.825	-11.62	EUR	7.26
	L	Pfizer	28.450	8/12/24	-0.35	24.140		21.220	2.920	13.76	USD	7.22
		Siemens	157.200	8/12/24	0.01	75.703		72.870	2.833	3.89	EUR	7.16
	S	National Grid	978.400	8/12/24	-0.04	699.000		644.500	54.500	8.46	GBP	6.28
		General Electric	166.870	8/12/24	-0.16	165.280		155.280	10.000	6.44	USD	6.13
	L	Alphabet A	162.290	8/12/24	-0.84	16.757		15.398	1.360	8.83	USD	6.10
	L	Walmart	68.700	8/12/24	1.10	23.007		20.023	2.983	14.90	USD	5.91
		Bridgestone	5,582.000	8/09/24	-1.33	1,903.000		1,902.000	1.000	0.05	JPY	5.51
	L	Novartis	96.740	8/12/24	0.16	46.540		43.120	3.420	7.93	CHF	5.47
		Aviva	484.200	8/12/24	0.35	331.200		382.600	-51.400	-13.43	GBP	5.43
	L	Nestlé	88.640	8/12/24	-0.40	59.300		55.700	3.600	6.46	CHF	5.33
	L	Apple	217.530	8/12/24	0.71	20.205		18.387	1.817	9.88	USD	4.96
	S	Johnson & Johnson	159.880	8/12/24	-0.46	69.250		65.040	4.210	6.47	USD	4.79
	S	LVMH	635.100	8/12/24	-0.14	127.700		127.250	0.450	0.35	EUR	4.70
		Banco Santander	4.089	8/12/24	-0.24	5.656		6.565	-0.909	-13.85	EUR	4.21
		⇓instrument	freshest		⇓ Δday	11/19/12	⇓ Δwk	2/20/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Procter & Gamble	166.810	8/12/24	-2.19	67.920		64.420	3.500	5.43	USD	3.71
	L	Morgan Stanley	94.840	8/12/24	0.13	16.520		19.260	-2.740	-14.23	USD	3.54
		Exxon Mobil	119.000	8/12/24	0.13	87.670		86.570	1.100	1.27	USD	2.56
	L	Philip Morris	116.090	8/12/24	0.07	86.860		82.270	4.590	5.58	USD	2.54
	L	3M	123.360	8/12/24	-0.65	89.570		87.600	1.970	2.25	USD	2.44
	L	Coca-Cola	68.170	8/12/24	-0.74	37.240		34.410	2.830	8.22	USD	2.11
		PepsiCo	171.420	8/12/24	-0.56	68.780		63.140	5.640	8.93	USD	1.77
		BHP	2,094.000	8/12/24	-0.14	1,942.000		2,077.500	-135.500	-6.52	GBP	1.26
	S	Ford Motor	9.860	8/12/24	-2.38	10.830		12.530	-1.700	-13.57	USD	1.11
		Seven & i	1,672.500	8/09/24	-0.54	775.330		736.670	38.660	5.25	JPY	0.91
	S	Nissan Motor	410.200	8/09/24	-0.56	741.000		811.000	-70.000	-8.63	JPY	0.53
	L	RWE	32.360	8/12/24	1.70	32.010		33.660	-1.650	-4.90	EUR	0.51
		Standard Chartered	722.000	8/12/24	0.92	1,455.000		1,644.000	-189.000	-11.50	GBP	0.16
		TotalEnergies	61.720	8/12/24	0.60	38.215		41.985	-3.770	-8.98	EUR	0.12
		Honda Motor	1,420.000	8/09/24	-0.14	863.670		983.330	-119.660	-12.17	JPY	-0.17
		Repsol	12.765	8/12/24	0.67	16.075		20.980	-4.905	-23.38	EUR	-0.85
	L	Raytheon Tech	116.600	8/12/24	0.39	48.194		52.838	-4.644	-8.79	USD	-1.32
	L	ABB	45.510	8/12/24	0.55	17.040		19.290	-2.250	-11.66	CHF	-1.55
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,818.000		2,843.500	-25.500	-0.90	GBP	-1.94
		Chevron	145.020	8/12/24	0.02	104.350		108.410	-4.060	-3.75	USD	-2.27
		IBM	189.480	8/12/24	-1.03	190.350		193.390	-3.040	-1.57	USD	-2.70
	L	Texas Instruments	192.060	8/12/24	-0.08	28.900		33.280	-4.380	-13.16	USD	-2.84
		BP	439.600	8/12/24	1.35	431.600		499.250	-67.650	-13.55	GBP	-3.18
		Nike	74.640	8/12/24	0.40	24.080		26.238	-2.158	-8.22	USD	-3.69
	S	Bristol-Myers	47.060	8/12/24	0.73	32.030		32.320	-0.290	-0.90	USD	-3.88
		⇓instrument	freshest		⇓ Δday	11/19/12	⇓ Δwk	2/20/12	prc diff	⇓ Δ39	Curr	∅-RS
		Shell	33.025	8/12/24	0.93	25.790		27.420	-1.630	-5.94	EUR	-4.03
		Saint-Gobain	73.560	8/12/24	-0.41	28.475		37.200	-8.725	-23.45	EUR	-4.15
		Rio Tinto	4,942.000	8/12/24	0.56	3,025.000		3,706.000	-681.000	-18.38	GBP	-4.86
	S	Mercedes-Benz	57.480	8/12/24	-0.57	36.300		48.400	-12.100	-25.00	EUR	-6.12
	L	Ericsson	71.080	8/12/24	1.14	59.900		67.700	-7.800	-11.52	SEK	-6.25
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.313		8.998	-0.685	-7.61	EUR	-6.36
		GSK	1,572.000	8/12/24	0.42	1,346.840		1,417.350	-70.510	-4.97	GBP	-6.69
	L	Vodafone	74.440	8/12/24	0.87	160.500		175.400	-14.900	-8.49	GBP	-8.30
	S	McDonald´s	269.460	8/12/24	0.58	85.040		100.490	-15.450	-15.37	USD	-8.91
		Telefónica	4.032	8/12/24	0.12	10.170		13.255	-3.085	-23.27	EUR	-9.08
		Microsoft	406.810	8/12/24	0.19	26.727		31.440	-4.713	-14.99	USD	-9.35
		Canon	4,525.000	8/09/24	1.64	2,808.000		3,545.000	-737.000	-20.79	JPY	-9.71
		Caterpillar	336.030	8/12/24	-0.66	83.620		115.000	-31.380	-27.29	USD	-10.51
	S	Engie	15.335	8/12/24	0.49	16.660		19.870	-3.210	-16.16	EUR	-10.91
		E.on	12.325	8/12/24	0.78	12.818		15.409	-2.591	-16.81	EUR	-17.05
	S	Intel	19.360	8/12/24	-1.78	20.250		27.160	-6.910	-25.44	USD	-19.73
	L	Anglo American	2,232.500	8/12/24	0.29	1,710.500		2,690.000	-979.500	-36.41	GBP	-21.15
	S	Orange	10.115	8/12/24	-0.25	8.141		11.475	-3.334	-29.05	EUR	-23.44
	S	Sony	12,325.000	8/09/24	0.28	827.000		1,652.000	-825.000	-49.94	JPY	-28.79
		Panasonic	1,058.500	8/09/24	1.34	419.000		729.000	-310.000	-42.52	JPY	-29.14
	L	HP	33.780	8/12/24	0.72	6.040		13.329	-7.289	-54.68	USD	-36.58
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 11/19/12 / 2/20/12 - 47 did rise, Market-Ratio(39) = 49.47 %

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


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