Share-o-matic - Assessment SP Global 100

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

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/10/12	⇓ Δwk	3/12/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,257.890		1,241.130	16.760	1.35	USD	4.44
		Societe Generale	20.520	8/12/24	0.44	28.815		23.990	4.825	20.11	EUR	43.67
	L	Bayer	25.960	8/12/24	-0.04	72.200		54.970	17.230	31.34	EUR	27.22
		UBS	24.850	8/12/24	0.44	14.940		12.420	2.520	20.29	CHF	26.87
		Samsung Electronics	75,500.000	8/12/24	1.07	30,300.000		24,200.000	6,100.000	25.21	KRW	23.30
	L	Philips	26.060	8/12/24	-0.91	20.180		15.400	4.780	31.04	EUR	23.05
	S	Volkswagen	93.500	8/12/24	-0.47	167.840		140.610	27.230	19.37	EUR	22.82
		Barclays	220.100	8/12/24	0.85	230.520		217.865	12.655	5.81	GBP	22.32
		Prudential	635.400	8/12/24	0.41	911.500		728.000	183.500	25.21	GBP	22.14
		Allianz	255.900	8/12/24		102.980		89.199	13.781	15.45	EUR	21.93
		Aegon	5.562	8/12/24	0.22	4.559		3.897	0.662	16.99	EUR	21.22
		ING Groep	15.232	8/12/24	0.21	7.107		6.622	0.485	7.32	EUR	21.09
		Citigroup	57.840	8/12/24		37.190		34.290	2.900	8.46	USD	20.72
	S	Kimberly-Clark	34.140	8/12/24	-1.01	32.370		24.670	7.700	31.21	MXN	20.44
	L	Münchener Rück	439.200	8/12/24	1.01	133.200		108.700	24.500	22.54	EUR	20.42
		Sanofi	95.670	8/12/24	-0.60	71.500		58.120	13.380	23.02	EUR	18.89
	L	Fox A	38.830	8/12/24	-1.27	24.860		19.460	5.400	27.75	USD	18.80
		Carrefour	13.730	8/12/24	-0.36	19.310		18.590	0.720	3.87	EUR	18.63
	S	Diageo	2,451.500	8/12/24	1.03	1,886.500		1,553.000	333.500	21.47	GBP	18.30
		Axa	32.350	8/12/24	-0.77	12.890		11.940	0.950	7.96	EUR	16.69
		Swiss Re	104.000	8/12/24	0.10	66.700		55.450	11.250	20.29	CHF	16.68
	S	BASF	41.280	8/12/24	-0.22	70.610		65.520	5.090	7.77	EUR	16.43
		Schneider Electric	211.250	8/12/24	0.38	54.000		50.510	3.490	6.91	EUR	15.92
	L	HSBC	643.900	8/12/24	0.22	641.200		556.100	85.100	15.30	GBP	15.68
		L´Oreal	376.650	8/12/24	-1.59	105.500		89.230	16.270	18.23	EUR	15.53
		⇓instrument	freshest		⇓ Δday	12/10/12	⇓ Δwk	3/12/12	prc diff	⇓ Δ39	Curr	∅-RS
		Toyota	2,447.500	8/09/24	-0.14	705.000		681.000	24.000	3.52	JPY	14.52
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.870		8.820	2.050	23.24	AUD	14.35
		Aviva	484.200	8/12/24	0.35	359.700		356.500	3.200	0.90	GBP	13.70
		Vivendi	9.488	8/12/24	0.40	16.590		13.674	2.916	21.33	EUR	12.51
	S	LVMH	635.100	8/12/24	-0.14	138.500		132.450	6.050	4.57	EUR	12.48
		JP Morgan Chase	206.190	8/12/24	0.19	42.310		40.540	1.770	4.37	USD	11.51
		Deutsche Bank	13.308	8/12/24	0.14	29.075		30.339	-1.264	-4.17	EUR	11.26
	L	Pfizer	28.450	8/12/24	-0.35	25.410		21.540	3.870	17.97	USD	11.23
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.506		6.299	0.207	3.29	EUR	10.90
	L	Unilever	55.100	8/12/24	-0.36	29.450		25.865	3.585	13.86	EUR	10.84
		Bridgestone	5,582.000	8/09/24	-1.33	2,012.000		2,063.000	-51.000	-2.47	JPY	10.76
		Siemens	157.200	8/12/24	0.01	78.420		72.579	5.841	8.05	EUR	10.49
	L	Novartis	96.740	8/12/24	0.16	48.710		41.830	6.880	16.45	CHF	9.51
		Merck (MSD)	113.480	8/12/24	-0.93	44.480		38.100	6.380	16.75	USD	9.42
	L	Walmart	68.700	8/12/24	1.10	24.050		20.227	3.823	18.90	USD	9.40
	L	Goldman Sachs	485.500	8/12/24	-0.97	117.010		116.990	0.020	0.02	USD	8.79
	L	Alphabet A	162.290	8/12/24	-0.84	17.189		15.176	2.013	13.26	USD	8.07
		General Electric	166.870	8/12/24	-0.16	171.120		153.040	18.080	11.81	USD	7.80
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	53.395		47.240	6.155	13.03	USD	7.34
	L	Nestlé	88.640	8/12/24	-0.40	61.000		56.650	4.350	7.68	CHF	7.33
	L	ABB	45.510	8/12/24	0.55	18.550		18.630	-0.080	-0.43	CHF	6.77
	S	National Grid	978.400	8/12/24	-0.04	706.500		654.500	52.000	7.94	GBP	6.67
	L	Procter & Gamble	166.810	8/12/24	-2.19	70.220		67.710	2.510	3.71	USD	6.65
	S	Ford Motor	9.860	8/12/24	-2.38	11.470		12.430	-0.960	-7.72	USD	6.65
		Marsh & McLennan	217.350	8/12/24	-1.23	34.880		32.110	2.770	8.63	USD	6.37
		⇓instrument	freshest		⇓ Δday	12/10/12	⇓ Δwk	3/12/12	prc diff	⇓ Δ39	Curr	∅-RS
	S	Johnson & Johnson	159.880	8/12/24	-0.46	70.600		65.100	5.500	8.45	USD	6.23
	L	Morgan Stanley	94.840	8/12/24	0.13	17.010		18.200	-1.190	-6.54	USD	5.80
		Banco Santander	4.089	8/12/24	-0.24	5.746		5.977	-0.231	-3.86	EUR	5.68
		BHP	2,094.000	8/12/24	-0.14	2,022.000		2,013.500	8.500	0.42	GBP	5.17
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,011.500		2,876.500	135.000	4.69	GBP	4.69
		Saint-Gobain	73.560	8/12/24	-0.41	31.055		35.135	-4.080	-11.61	EUR	4.56
		Honda Motor	1,420.000	8/09/24	-0.14	912.000		1,028.330	-116.330	-11.31	JPY	4.42
	L	3M	123.360	8/12/24	-0.65	91.870		87.540	4.330	4.95	USD	4.23
	L	Raytheon Tech	116.600	8/12/24	0.39	50.982		52.857	-1.875	-3.55	USD	4.09
	L	Philip Morris	116.090	8/12/24	0.07	89.070		84.540	4.530	5.36	USD	3.95
		Seven & i	1,672.500	8/09/24	-0.54	801.330		770.000	31.330	4.07	JPY	3.58
	L	Ericsson	71.080	8/12/24	1.14	65.800		68.150	-2.350	-3.45	SEK	3.51
		Rio Tinto	4,942.000	8/12/24	0.56	3,277.500		3,450.500	-173.000	-5.01	GBP	3.39
		PepsiCo	171.420	8/12/24	-0.56	70.210		63.940	6.270	9.81	USD	3.33
		Exxon Mobil	119.000	8/12/24	0.13	88.410		85.550	2.860	3.34	USD	2.66
		Standard Chartered	722.000	8/12/24	0.92	1,497.500		1,563.500	-66.000	-4.22	GBP	2.63
	S	Nissan Motor	410.200	8/09/24	-0.56	763.000		836.000	-73.000	-8.73	JPY	2.62
	L	Coca-Cola	68.170	8/12/24	-0.74	37.640		35.075	2.565	7.31	USD	2.41
		TotalEnergies	61.720	8/12/24	0.60	38.635		42.060	-3.425	-8.14	EUR	1.04
	L	Texas Instruments	192.060	8/12/24	-0.08	29.820		31.910	-2.090	-6.55	USD	0.25
		Chevron	145.020	8/12/24	0.02	106.960		110.000	-3.040	-2.76	USD	-0.23
	S	Mercedes-Benz	57.480	8/12/24	-0.57	38.880		47.670	-8.790	-18.44	EUR	-0.34
		Repsol	12.765	8/12/24	0.67	15.720		19.185	-3.465	-18.06	EUR	-1.70
		IBM	189.480	8/12/24	-1.03	192.620		201.000	-8.380	-4.17	USD	-1.73
	S	Bristol-Myers	47.060	8/12/24	0.73	32.810		33.050	-0.240	-0.73	USD	-1.74
		⇓instrument	freshest		⇓ Δday	12/10/12	⇓ Δwk	3/12/12	prc diff	⇓ Δ39	Curr	∅-RS
		Nike	74.640	8/12/24	0.40	24.520		27.363	-2.843	-10.39	USD	-2.12
	L	RWE	32.360	8/12/24	1.70	31.210		35.455	-4.245	-11.97	EUR	-2.57
		Canon	4,525.000	8/09/24	1.64	2,997.000		3,694.000	-697.000	-18.87	JPY	-2.80
		Shell	33.025	8/12/24	0.93	26.120		27.085	-0.965	-3.56	EUR	-2.88
	S	McDonald´s	269.460	8/12/24	0.58	89.410		96.660	-7.250	-7.50	USD	-3.75
		BP	439.600	8/12/24	1.35	426.100		495.700	-69.600	-14.04	GBP	-4.21
		GSK	1,572.000	8/12/24	0.42	1,377.560		1,437.000	-59.440	-4.14	GBP	-4.41
	L	Apple	217.530	8/12/24	0.71	18.922		19.714	-0.792	-4.02	USD	-4.49
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.396		8.714	-0.318	-3.65	EUR	-4.97
		Caterpillar	336.030	8/12/24	-0.66	87.230		108.940	-21.710	-19.93	USD	-6.08
	L	Vodafone	74.440	8/12/24	0.87	161.550		170.500	-8.950	-5.25	GBP	-7.34
		Microsoft	406.810	8/12/24	0.19	26.940		32.040	-5.100	-15.92	USD	-9.01
		Telefónica	4.032	8/12/24	0.12	9.930		12.350	-2.420	-19.60	EUR	-9.76
	L	Anglo American	2,232.500	8/12/24	0.29	1,814.500		2,575.000	-760.500	-29.53	GBP	-14.75
		E.on	12.325	8/12/24	0.78	12.582		15.291	-2.709	-17.72	EUR	-17.44
	S	Engie	15.335	8/12/24	0.49	15.100		19.500	-4.400	-22.56	EUR	-18.55
	S	Intel	19.360	8/12/24	-1.78	20.080		26.985	-6.905	-25.59	USD	-19.40
	S	Orange	10.115	8/12/24	-0.25	8.215		11.090	-2.875	-25.92	EUR	-20.78
		Panasonic	1,058.500	8/09/24	1.34	422.000		734.000	-312.000	-42.51	JPY	-26.20
	S	Sony	12,325.000	8/09/24	0.28	823.000		1,733.000	-910.000	-52.51	JPY	-26.89
	L	HP	33.780	8/12/24	0.72	6.431		10.917	-4.487	-41.10	USD	-29.19
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 12/10/12 / 3/12/12 - 54 did rise, Market-Ratio(39) = 56.84 %

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