Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 12/31/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/31/12	⇓ Δwk	4/02/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,270.120		1,272.390	-2.270	-0.18	USD	4.78
		Societe Generale	20.520	8/12/24	0.44	28.340		21.930	6.410	29.23	EUR	37.46
		Toyota	2,447.500	8/09/24	-0.14	818.000		718.000	100.000	13.93	JPY	30.06
	S	Volkswagen	93.500	8/12/24	-0.47	179.350		133.400	45.950	34.45	EUR	28.55
		Barclays	220.100	8/12/24	0.85	242.390		218.419	23.971	10.97	GBP	25.77
		Citigroup	57.840	8/12/24		39.560		36.870	2.690	7.30	USD	25.65
		Allianz	255.900	8/12/24		107.950		91.000	16.950	18.63	EUR	25.38
		Aegon	5.562	8/12/24	0.22	4.803		4.199	0.604	14.38	EUR	24.52
		UBS	24.850	8/12/24	0.44	14.850		12.710	2.140	16.84	CHF	24.18
	L	Bayer	25.960	8/12/24	-0.04	71.970		53.840	18.130	33.67	EUR	23.57
	L	Münchener Rück	439.200	8/12/24	1.01	139.050		114.850	24.200	21.07	EUR	22.91
		Samsung Electronics	75,500.000	8/12/24	1.07	30,500.000		25,980.000	4,520.000	17.40	KRW	21.64
	S	Kimberly-Clark	34.140	8/12/24	-1.01	32.960		28.000	4.960	17.71	MXN	20.86
		Honda Motor	1,420.000	8/09/24	-0.14	1,059.670		1,063.000	-3.330	-0.31	JPY	19.87
	S	Ford Motor	9.860	8/12/24	-2.38	12.950		12.620	0.330	2.61	USD	19.70
	L	Philips	26.060	8/12/24	-0.91	19.895		15.060	4.835	32.10	EUR	19.48
	L	Fox A	38.830	8/12/24	-1.27	25.510		19.920	5.590	28.06	USD	19.29
		Axa	32.350	8/12/24	-0.77	13.350		12.480	0.870	6.97	EUR	19.21
		Bridgestone	5,582.000	8/09/24	-1.33	2,187.000		2,051.000	136.000	6.63	JPY	19.13
	S	BASF	41.280	8/12/24	-0.22	73.180		66.610	6.570	9.86	EUR	18.45
		ING Groep	15.232	8/12/24	0.21	7.061		6.299	0.762	12.10	EUR	18.45
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.960		5.974	0.986	16.50	EUR	18.23
		Carrefour	13.730	8/12/24	-0.36	19.345		18.135	1.210	6.67	EUR	18.10
	L	Morgan Stanley	94.840	8/12/24	0.13	19.120		19.810	-0.690	-3.48	USD	17.61
		Sanofi	95.670	8/12/24	-0.60	71.390		58.960	12.430	21.08	EUR	16.80
		⇓instrument	freshest		⇓ Δday	12/31/12	⇓ Δwk	4/02/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Goldman Sachs	485.500	8/12/24	-0.97	127.560		124.900	2.660	2.13	USD	16.63
		Aviva	484.200	8/12/24	0.35	373.000		333.100	39.900	11.98	GBP	16.39
		Swiss Re	104.000	8/12/24	0.10	67.700		58.200	9.500	16.32	CHF	16.06
		Schneider Electric	211.250	8/12/24	0.38	54.830		49.540	5.290	10.68	EUR	15.35
	L	HSBC	643.900	8/12/24	0.22	646.900		558.700	88.200	15.79	GBP	14.79
		Vivendi	9.488	8/12/24	0.40	16.950		13.514	3.436	25.43	EUR	14.59
		JP Morgan Chase	206.190	8/12/24	0.19	43.969		46.130	-2.161	-4.68	USD	13.80
		Siemens	157.200	8/12/24	0.01	81.311		74.170	7.141	9.63	EUR	13.78
		Prudential	635.400	8/12/24	0.41	865.500		764.000	101.500	13.29	GBP	13.52
		L´Oreal	376.650	8/12/24	-1.59	104.900		92.990	11.910	12.81	EUR	12.97
		Banco Santander	4.089	8/12/24	-0.24	6.100		5.779	0.321	5.55	EUR	12.01
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.790		9.030	1.760	19.49	AUD	11.58
	S	LVMH	635.100	8/12/24	-0.14	138.800		132.050	6.750	5.11	EUR	11.10
	L	ABB	45.510	8/12/24	0.55	19.360		18.720	0.640	3.42	CHF	10.85
	L	Alphabet A	162.290	8/12/24	-0.84	17.739		16.223	1.516	9.35	USD	10.84
		Deutsche Bank	13.308	8/12/24	0.14	29.079		31.948	-2.869	-8.98	EUR	10.21
	S	Diageo	2,451.500	8/12/24	1.03	1,787.000		1,547.000	240.000	15.51	GBP	10.14
		Rio Tinto	4,942.000	8/12/24	0.56	3,511.500		3,556.000	-44.500	-1.25	GBP	10.12
		BHP	2,094.000	8/12/24	-0.14	2,129.500		1,965.000	164.500	8.37	GBP	10.00
	L	Novartis	96.740	8/12/24	0.16	48.920		42.370	6.550	15.46	CHF	9.34
		Canon	4,525.000	8/09/24	1.64	3,349.000		3,948.000	-599.000	-15.17	JPY	9.25
	L	Pfizer	28.450	8/12/24	-0.35	25.079		22.590	2.489	11.02	USD	8.64
		Saint-Gobain	73.560	8/12/24	-0.41	32.220		33.305	-1.085	-3.26	EUR	7.83
	S	Mercedes-Benz	57.480	8/12/24	-0.57	42.600		46.145	-3.545	-7.68	EUR	7.78
	L	Unilever	55.100	8/12/24	-0.36	28.835		25.930	2.905	11.20	EUR	7.72
		⇓instrument	freshest		⇓ Δday	12/31/12	⇓ Δwk	4/02/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Ericsson	71.080	8/12/24	1.14	68.050		67.250	0.800	1.19	SEK	7.27
		Standard Chartered	722.000	8/12/24	0.92	1,573.500		1,574.500	-1.000	-0.06	GBP	7.25
	L	Nestlé	88.640	8/12/24	-0.40	60.650		57.100	3.550	6.22	CHF	5.83
	S	National Grid	978.400	8/12/24	-0.04	703.000		643.500	59.500	9.25	GBP	5.24
	S	Johnson & Johnson	159.880	8/12/24	-0.46	70.100		66.210	3.890	5.88	USD	4.93
	S	Nissan Motor	410.200	8/09/24	-0.56	785.000		920.000	-135.000	-14.67	JPY	4.77
	L	Raytheon Tech	116.600	8/12/24	0.39	51.611		52.064	-0.453	-0.87	USD	4.76
	L	3M	123.360	8/12/24	-0.65	92.850		89.230	3.620	4.06	USD	4.44
		Marsh & McLennan	217.350	8/12/24	-1.23	34.470		32.850	1.620	4.93	USD	4.41
		General Electric	166.870	8/12/24	-0.16	167.920		160.160	7.760	4.85	USD	4.37
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	52.270		49.220	3.050	6.20	USD	4.15
	L	Texas Instruments	192.060	8/12/24	-0.08	30.890		33.255	-2.365	-7.11	USD	3.52
		Seven & i	1,672.500	8/09/24	-0.54	805.000		807.670	-2.670	-0.33	JPY	3.29
	L	Procter & Gamble	166.810	8/12/24	-2.19	67.890		67.560	0.330	0.49	USD	2.75
		Nike	74.640	8/12/24	0.40	25.800		27.255	-1.455	-5.34	USD	2.72
	L	Walmart	68.700	8/12/24	1.10	22.743		20.453	2.290	11.20	USD	2.37
		TotalEnergies	61.720	8/12/24	0.60	39.010		39.125	-0.115	-0.29	EUR	1.84
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,909.500		2,825.000	84.500	2.99	GBP	1.11
		Chevron	145.020	8/12/24	0.02	108.140		108.300	-0.160	-0.15	USD	0.61
		PepsiCo	171.420	8/12/24	-0.56	68.430		66.740	1.690	2.53	USD	0.29
		Exxon Mobil	119.000	8/12/24	0.13	86.550		87.070	-0.520	-0.60	USD	0.04
		Merck (MSD)	113.480	8/12/24	-0.93	40.940		38.510	2.430	6.31	USD	-0.31
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.756		9.108	-0.352	-3.86	EUR	-0.64
	L	Coca-Cola	68.170	8/12/24	-0.74	36.250		37.070	-0.820	-2.21	USD	-1.91
	S	Bristol-Myers	47.060	8/12/24	0.73	32.590		33.890	-1.300	-3.84	USD	-2.14
		⇓instrument	freshest		⇓ Δday	12/31/12	⇓ Δwk	4/02/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	RWE	32.360	8/12/24	1.70	31.615		35.785	-4.170	-11.65	EUR	-2.31
		IBM	189.480	8/12/24	-1.03	191.550		209.470	-17.920	-8.55	USD	-2.47
		Repsol	12.765	8/12/24	0.67	15.335		18.795	-3.460	-18.41	EUR	-2.51
	L	Philip Morris	116.090	8/12/24	0.07	83.640		89.380	-5.740	-6.42	USD	-3.13
		Shell	33.025	8/12/24	0.93	25.975		26.720	-0.745	-2.79	EUR	-3.20
		Caterpillar	336.030	8/12/24	-0.66	89.608		107.250	-17.642	-16.45	USD	-3.36
		Panasonic	1,058.500	8/09/24	1.34	540.000		771.000	-231.000	-29.96	JPY	-3.63
		BP	439.600	8/12/24	1.35	424.800		471.450	-46.650	-9.90	GBP	-4.27
	S	McDonald´s	269.460	8/12/24	0.58	88.210		98.360	-10.150	-10.32	USD	-4.51
	L	Apple	217.530	8/12/24	0.71	19.006		22.094	-3.088	-13.98	USD	-6.00
		Telefónica	4.032	8/12/24	0.12	10.190		12.345	-2.155	-17.46	EUR	-6.04
		GSK	1,572.000	8/12/24	0.42	1,344.820		1,439.510	-94.690	-6.58	GBP	-6.35
	L	Anglo American	2,232.500	8/12/24	0.29	1,894.000		2,368.500	-474.500	-20.03	GBP	-9.82
	S	Sony	12,325.000	8/09/24	0.28	987.000		1,713.000	-726.000	-42.38	JPY	-10.07
		Microsoft	406.810	8/12/24	0.19	26.709		32.290	-5.581	-17.28	USD	-10.09
	L	Vodafone	74.440	8/12/24	0.87	154.450		175.650	-21.200	-12.07	GBP	-10.90
		E.on	12.325	8/12/24	0.78	13.046		16.427	-3.382	-20.59	EUR	-13.51
	S	Engie	15.335	8/12/24	0.49	15.575		19.575	-4.000	-20.43	EUR	-14.56
	S	Intel	19.360	8/12/24	-1.78	20.620		28.380	-7.760	-27.34	USD	-16.40
	S	Orange	10.115	8/12/24	-0.25	8.339		11.185	-2.846	-25.44	EUR	-17.83
	L	HP	33.780	8/12/24	0.72	6.471		10.845	-4.373	-40.33	USD	-26.08
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 12/31/12 / 4/02/12 - 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