Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 12/17/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/17/12	⇓ Δwk	3/19/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,274.660		1,276.620	-1.960	-0.15	USD	5.62
		Societe Generale	20.520	8/12/24	0.44	29.590		25.075	4.515	18.01	EUR	46.45
		UBS	24.850	8/12/24	0.44	14.970		13.270	1.700	12.81	CHF	26.49
		Citigroup	57.840	8/12/24		39.150		37.170	1.980	5.33	USD	26.34
	L	Bayer	25.960	8/12/24	-0.04	72.270		53.900	18.370	34.08	EUR	26.23
		Barclays	220.100	8/12/24	0.85	237.310		232.137	5.173	2.23	GBP	25.18
	S	Volkswagen	93.500	8/12/24	-0.47	170.750		139.400	31.350	22.49	EUR	24.17
		Aegon	5.562	8/12/24	0.22	4.663		4.467	0.196	4.39	EUR	23.04
		ING Groep	15.232	8/12/24	0.21	7.248		7.148	0.100	1.40	EUR	22.85
		Allianz	255.900	8/12/24		103.673		94.890	8.783	9.26	EUR	22.01
		Samsung Electronics	75,500.000	8/12/24	1.07	30,060.000		24,840.000	5,220.000	21.01	KRW	21.46
	L	Philips	26.060	8/12/24	-0.91	19.995		16.260	3.735	22.97	EUR	21.28
	L	Münchener Rück	439.200	8/12/24	1.01	134.400		116.100	18.300	15.76	EUR	20.61
	L	Fox A	38.830	8/12/24	-1.27	25.055		20.120	4.935	24.53	USD	18.91
		Carrefour	13.730	8/12/24	-0.36	19.305		19.005	0.300	1.58	EUR	18.44
	S	BASF	41.280	8/12/24	-0.22	72.140		67.420	4.720	7.00	EUR	18.23
		Sanofi	95.670	8/12/24	-0.60	71.430		58.910	12.520	21.25	EUR	18.08
		Schneider Electric	211.250	8/12/24	0.38	55.000		52.790	2.210	4.19	EUR	17.39
		Axa	32.350	8/12/24	-0.77	13.015		13.210	-0.195	-1.48	EUR	17.37
		Prudential	635.400	8/12/24	0.41	880.000		792.000	88.000	11.11	GBP	17.06
		Aviva	484.200	8/12/24	0.35	369.400		377.000	-7.600	-2.02	GBP	16.38
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.830		6.748	0.082	1.22	EUR	16.34
		Toyota	2,447.500	8/09/24	-0.14	719.000		707.000	12.000	1.70	JPY	16.10
	S	Kimberly-Clark	34.140	8/12/24	-1.01	31.330		25.270	6.060	23.98	MXN	15.99
	L	HSBC	643.900	8/12/24	0.22	641.500		577.800	63.700	11.02	GBP	15.13
		⇓instrument	freshest		⇓ Δday	12/17/12	⇓ Δwk	3/19/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Morgan Stanley	94.840	8/12/24	0.13	18.530		20.060	-1.530	-7.63	USD	15.03
	S	Diageo	2,451.500	8/12/24	1.03	1,836.000		1,517.000	319.000	21.03	GBP	14.44
	L	Goldman Sachs	485.500	8/12/24	-0.97	123.490		124.300	-0.810	-0.65	USD	14.42
		Bridgestone	5,582.000	8/09/24	-1.33	2,082.000		2,016.000	66.000	3.27	JPY	14.31
		Swiss Re	104.000	8/12/24	0.10	65.650		58.450	7.200	12.32	CHF	14.09
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.900		8.870	2.030	22.89	AUD	14.04
		JP Morgan Chase	206.190	8/12/24	0.19	43.480		45.000	-1.520	-3.38	USD	13.96
		Vivendi	9.488	8/12/24	0.40	16.770		13.432	3.338	24.85	EUR	13.67
	L	Alphabet A	162.290	8/12/24	-0.84	18.075		15.899	2.177	13.69	USD	13.45
		L´Oreal	376.650	8/12/24	-1.59	103.600		89.020	14.580	16.38	EUR	12.82
		Siemens	157.200	8/12/24	0.01	79.827		77.110	2.717	3.52	EUR	12.26
	S	LVMH	635.100	8/12/24	-0.14	137.100		134.700	2.400	1.78	EUR	10.88
	L	Pfizer	28.450	8/12/24	-0.35	25.355		21.880	3.475	15.88	USD	10.52
		BHP	2,094.000	8/12/24	-0.14	2,124.500		2,048.000	76.500	3.74	GBP	10.37
		General Electric	166.870	8/12/24	-0.16	175.440		161.680	13.760	8.51	USD	9.93
	L	Unilever	55.100	8/12/24	-0.36	29.280		25.985	3.295	12.68	EUR	9.91
		Rio Tinto	4,942.000	8/12/24	0.56	3,470.000		3,614.500	-144.500	-4.00	GBP	9.36
	L	Novartis	96.740	8/12/24	0.16	48.580		42.080	6.500	15.45	CHF	8.94
		Honda Motor	1,420.000	8/09/24	-0.14	948.670		1,071.670	-123.000	-11.48	JPY	8.39
	L	ABB	45.510	8/12/24	0.55	18.820		19.100	-0.280	-1.47	CHF	8.15
		Saint-Gobain	73.560	8/12/24	-0.41	32.115		36.765	-4.650	-12.65	EUR	8.05
		Banco Santander	4.089	8/12/24	-0.24	5.830		6.465	-0.635	-9.82	EUR	7.21
		Merck (MSD)	113.480	8/12/24	-0.93	43.630		37.890	5.740	15.15	USD	6.81
	S	Johnson & Johnson	159.880	8/12/24	-0.46	70.940		65.210	5.730	8.79	USD	6.53
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	53.105		47.685	5.420	11.37	USD	6.40
		⇓instrument	freshest		⇓ Δday	12/17/12	⇓ Δwk	3/19/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Procter & Gamble	166.810	8/12/24	-2.19	69.930		67.210	2.720	4.05	USD	6.04
	S	National Grid	978.400	8/12/24	-0.04	703.000		632.000	71.000	11.23	GBP	5.82
	S	Ford Motor	9.860	8/12/24	-2.38	11.390		12.630	-1.240	-9.82	USD	5.80
	S	Mercedes-Benz	57.480	8/12/24	-0.57	41.335		47.115	-5.780	-12.27	EUR	5.59
		Deutsche Bank	13.308	8/12/24	0.14	27.700		33.625	-5.925	-17.62	EUR	5.59
	S	Nissan Motor	410.200	8/09/24	-0.56	786.000		882.000	-96.000	-10.88	JPY	5.50
	L	Nestlé	88.640	8/12/24	-0.40	60.150		56.650	3.500	6.18	CHF	5.49
	L	3M	123.360	8/12/24	-0.65	93.030		89.740	3.290	3.67	USD	5.28
		Marsh & McLennan	217.350	8/12/24	-1.23	34.490		32.730	1.760	5.38	USD	4.92
	L	Walmart	68.700	8/12/24	1.10	23.067		20.247	2.820	13.93	USD	4.48
	L	Texas Instruments	192.060	8/12/24	-0.08	30.905		33.840	-2.935	-8.67	USD	3.86
	L	Ericsson	71.080	8/12/24	1.14	65.750		67.950	-2.200	-3.24	SEK	3.41
		PepsiCo	171.420	8/12/24	-0.56	70.370		64.730	5.640	8.71	USD	3.40
		Exxon Mobil	119.000	8/12/24	0.13	88.870		86.990	1.880	2.16	USD	2.99
		Standard Chartered	722.000	8/12/24	0.92	1,500.000		1,645.500	-145.500	-8.84	GBP	2.69
	L	Raytheon Tech	116.600	8/12/24	0.39	50.340		53.254	-2.914	-5.47	USD	2.61
		TotalEnergies	61.720	8/12/24	0.60	39.140		42.330	-3.190	-7.54	EUR	2.33
		Seven & i	1,672.500	8/09/24	-0.54	793.000		781.000	12.000	1.54	JPY	2.26
	L	Coca-Cola	68.170	8/12/24	-0.74	37.500		35.200	2.300	6.53	USD	1.79
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,929.500		2,858.000	71.500	2.50	GBP	1.78
	L	Philip Morris	116.090	8/12/24	0.07	87.390		86.340	1.050	1.22	USD	1.64
		Chevron	145.020	8/12/24	0.02	108.680		110.700	-2.020	-1.82	USD	1.30
		Repsol	12.765	8/12/24	0.67	16.085		19.020	-2.935	-15.43	EUR	1.17
		Canon	4,525.000	8/09/24	1.64	3,082.000		3,935.000	-853.000	-21.68	JPY	0.23
		IBM	189.480	8/12/24	-1.03	193.620		205.720	-12.100	-5.88	USD	-1.23
		⇓instrument	freshest		⇓ Δday	12/17/12	⇓ Δwk	3/19/12	prc diff	⇓ Δ39	Curr	∅-RS
	S	Bristol-Myers	47.060	8/12/24	0.73	32.800		33.150	-0.350	-1.06	USD	-1.75
		Nike	74.640	8/12/24	0.40	24.498		28.033	-3.535	-12.61	USD	-2.23
		Shell	33.025	8/12/24	0.93	26.215		27.125	-0.910	-3.35	EUR	-2.48
	L	RWE	32.360	8/12/24	1.70	31.275		36.820	-5.545	-15.06	EUR	-2.69
	S	McDonald´s	269.460	8/12/24	0.58	89.910		97.730	-7.820	-8.00	USD	-3.04
		Caterpillar	336.030	8/12/24	-0.66	89.640		113.730	-24.090	-21.18	USD	-3.36
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.515		8.986	-0.471	-5.24	EUR	-3.49
		BP	439.600	8/12/24	1.35	427.000		491.250	-64.250	-13.08	GBP	-3.92
		GSK	1,572.000	8/12/24	0.42	1,375.550		1,440.520	-64.970	-4.51	GBP	-4.47
	L	Apple	217.530	8/12/24	0.71	18.530		21.468	-2.938	-13.69	USD	-7.14
		Telefónica	4.032	8/12/24	0.12	10.125		13.000	-2.875	-22.12	EUR	-7.47
		Microsoft	406.810	8/12/24	0.19	27.095		32.200	-5.105	-15.85	USD	-8.60
	L	Vodafone	74.440	8/12/24	0.87	158.200		167.350	-9.150	-5.47	GBP	-9.14
	L	Anglo American	2,232.500	8/12/24	0.29	1,856.500		2,612.500	-756.000	-28.94	GBP	-12.33
		Panasonic	1,058.500	8/09/24	1.34	482.000		779.000	-297.000	-38.13	JPY	-14.84
		E.on	12.325	8/12/24	0.78	12.896		16.777	-3.882	-23.14	EUR	-15.02
	S	Engie	15.335	8/12/24	0.49	15.330		19.970	-4.640	-23.23	EUR	-16.78
	S	Intel	19.360	8/12/24	-1.78	20.570		27.740	-7.170	-25.85	USD	-17.12
	S	Sony	12,325.000	8/09/24	0.28	923.000		1,786.000	-863.000	-48.32	JPY	-17.12
	S	Orange	10.115	8/12/24	-0.25	8.438		11.440	-3.002	-26.24	EUR	-17.98
	L	HP	33.780	8/12/24	0.72	6.453		11.054	-4.600	-41.62	USD	-28.01
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 12/17/12 / 3/19/12 - 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


	is taking down something concerning