Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 1/21/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	1/21/13	⇓ Δwk	4/23/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,323.690		1,210.100	113.590	9.39	USD	8.59
		Societe Generale	20.520	8/12/24	0.44	33.955		16.625	17.330	104.24	EUR	59.09
	L	Morgan Stanley	94.840	8/12/24	0.13	22.980		16.980	6.000	35.34	USD	39.91
		Barclays	220.100	8/12/24	0.85	274.721		188.952	85.769	45.39	GBP	39.48
		Toyota	2,447.500	8/09/24	-0.14	866.000		644.000	222.000	34.47	JPY	34.04
		UBS	24.850	8/12/24	0.44	16.030		11.200	4.830	43.13	CHF	31.87
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.815		5.000	2.815	56.30	EUR	31.86
	L	Goldman Sachs	485.500	8/12/24	-0.97	145.950		111.750	34.200	30.60	USD	31.02
		Citigroup	57.840	8/12/24		41.780		33.250	8.530	25.65	USD	30.08
	S	Ford Motor	9.860	8/12/24	-2.38	14.170		11.350	2.820	24.85	USD	30.03
		Bridgestone	5,582.000	8/09/24	-1.33	2,385.000		1,889.000	496.000	26.26	JPY	27.85
		Honda Motor	1,420.000	8/09/24	-0.14	1,140.000		956.330	183.670	19.21	JPY	26.91
	L	Philips	26.060	8/12/24	-0.91	21.390		14.815	6.575	44.38	EUR	26.62
		Aegon	5.562	8/12/24	0.22	5.002		3.395	1.607	47.33	EUR	26.54
	S	Volkswagen	93.500	8/12/24	-0.47	179.250		121.550	57.700	47.47	EUR	25.92
		Carrefour	13.730	8/12/24	-0.36	20.740		14.580	6.160	42.25	EUR	25.73
	S	Kimberly-Clark	34.140	8/12/24	-1.01	34.730		27.680	7.050	25.47	MXN	25.38
		ING Groep	15.232	8/12/24	0.21	7.551		5.231	2.320	44.35	EUR	24.98
	L	Fox A	38.830	8/12/24	-1.27	27.170		18.980	8.190	43.15	USD	24.60
	L	Bayer	25.960	8/12/24	-0.04	72.850		51.370	21.480	41.81	EUR	22.82
	L	HSBC	643.900	8/12/24	0.22	695.500		545.700	149.800	27.45	GBP	21.46
		Prudential	635.400	8/12/24	0.41	933.000		725.500	207.500	28.60	GBP	20.07
		Axa	32.350	8/12/24	-0.77	13.660		10.175	3.485	34.25	EUR	19.99
		Allianz	255.900	8/12/24		104.293		82.590	21.703	26.28	EUR	18.82
		JP Morgan Chase	206.190	8/12/24	0.19	46.540		42.850	3.690	8.61	USD	18.73
		⇓instrument	freshest		⇓ Δday	1/21/13	⇓ Δwk	4/23/12	prc diff	⇓ Δ39	Curr	∅-RS
		Banco Santander	4.089	8/12/24	-0.24	6.459		4.677	1.782	38.10	EUR	17.92
	S	BASF	41.280	8/12/24	-0.22	73.810		63.670	10.140	15.93	EUR	17.79
		Sanofi	95.670	8/12/24	-0.60	72.500		55.570	16.930	30.47	EUR	16.96
		Deutsche Bank	13.308	8/12/24	0.14	31.194		28.075	3.120	11.11	EUR	16.76
	L	Münchener Rück	439.200	8/12/24	1.01	134.600		111.800	22.800	20.39	EUR	16.44
		L´Oreal	376.650	8/12/24	-1.59	109.550		89.620	19.930	22.24	EUR	16.24
		Swiss Re	104.000	8/12/24	0.10	69.150		55.350	13.800	24.93	CHF	16.22
		Aviva	484.200	8/12/24	0.35	374.900		299.100	75.800	25.34	GBP	15.74
		Samsung Electronics	75,500.000	8/12/24	1.07	29,600.000		27,480.000	2,120.000	7.71	KRW	15.70
	L	Pfizer	28.450	8/12/24	-0.35	26.680		22.380	4.300	19.21	USD	14.49
		Schneider Electric	211.250	8/12/24	0.38	54.950		45.100	9.850	21.84	EUR	13.98
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.170		9.180	1.990	21.68	AUD	13.77
		Seven & i	1,672.500	8/09/24	-0.54	892.670		796.330	96.340	12.10	JPY	13.31
	S	Nissan Motor	410.200	8/09/24	-0.56	859.000		836.000	23.000	2.75	JPY	13.25
		Vivendi	9.488	8/12/24	0.40	16.755		12.232	4.523	36.98	EUR	13.08
	L	Novartis	96.740	8/12/24	0.16	50.750		42.420	8.330	19.64	CHF	12.83
		Panasonic	1,058.500	8/09/24	1.34	627.000		632.000	-5.000	-0.79	JPY	12.78
		Siemens	157.200	8/12/24	0.01	81.011		66.854	14.157	21.18	EUR	12.77
		Standard Chartered	722.000	8/12/24	0.92	1,664.000		1,501.500	162.500	10.82	GBP	12.66
	L	Texas Instruments	192.060	8/12/24	-0.08	33.460		31.890	1.570	4.92	USD	11.85
	L	ABB	45.510	8/12/24	0.55	19.560		18.170	1.390	7.65	CHF	11.79
		Rio Tinto	4,942.000	8/12/24	0.56	3,555.000		3,376.000	179.000	5.30	GBP	11.29
	S	Sony	12,325.000	8/09/24	0.28	1,200.000		1,347.000	-147.000	-10.91	JPY	11.18
	L	Raytheon Tech	116.600	8/12/24	0.39	55.047		50.189	4.858	9.68	USD	11.03
	L	3M	123.360	8/12/24	-0.65	99.330		87.130	12.200	14.00	USD	10.92
		⇓instrument	freshest		⇓ Δday	1/21/13	⇓ Δwk	4/23/12	prc diff	⇓ Δ39	Curr	∅-RS
		Repsol	12.765	8/12/24	0.67	17.130		14.030	3.100	22.10	EUR	10.87
		Canon	4,525.000	8/09/24	1.64	3,399.000		3,747.000	-348.000	-9.29	JPY	10.76
	S	LVMH	635.100	8/12/24	-0.14	140.000		119.800	20.200	16.86	EUR	10.72
	S	Diageo	2,451.500	8/12/24	1.03	1,819.500		1,557.000	262.500	16.86	GBP	10.57
	L	Nestlé	88.640	8/12/24	-0.40	63.250		55.500	7.750	13.96	CHF	9.59
	L	Alphabet A	162.290	8/12/24	-0.84	17.626		14.986	2.640	17.62	USD	9.40
		General Electric	166.870	8/12/24	-0.16	176.080		152.560	23.520	15.42	USD	8.65
	S	Mercedes-Benz	57.480	8/12/24	-0.57	43.195		39.500	3.695	9.35	EUR	8.34
	L	Unilever	55.100	8/12/24	-0.36	29.140		25.510	3.630	14.23	EUR	8.33
	S	Johnson & Johnson	159.880	8/12/24	-0.46	72.690		63.370	9.320	14.71	USD	8.26
		Chevron	145.020	8/12/24	0.02	115.910		102.440	13.470	13.15	USD	7.77
		BHP	2,094.000	8/12/24	-0.14	2,081.000		1,898.500	182.500	9.61	GBP	7.17
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	54.230		48.860	5.370	10.99	USD	7.01
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,071.500		2,811.500	260.000	9.25	GBP	6.88
		Marsh & McLennan	217.350	8/12/24	-1.23	35.320		31.940	3.380	10.58	USD	6.30
		Nike	74.640	8/12/24	0.40	26.740		27.438	-0.698	-2.54	USD	6.04
	L	Ericsson	71.080	8/12/24	1.14	67.100		66.700	0.400	0.60	SEK	5.89
		Caterpillar	336.030	8/12/24	-0.66	97.720		106.900	-9.180	-8.59	USD	5.69
	L	Procter & Gamble	166.810	8/12/24	-2.19	69.950		66.650	3.300	4.95	USD	5.67
		PepsiCo	171.420	8/12/24	-0.56	72.200		66.180	6.020	9.10	USD	5.44
		Saint-Gobain	73.560	8/12/24	-0.41	31.540		29.750	1.790	6.02	EUR	5.20
		Exxon Mobil	119.000	8/12/24	0.13	90.920		85.690	5.230	6.10	USD	4.94
	S	Bristol-Myers	47.060	8/12/24	0.73	34.850		33.940	0.910	2.68	USD	4.77
		Merck (MSD)	113.480	8/12/24	-0.93	43.200		38.270	4.930	12.88	USD	4.64
		BP	439.600	8/12/24	1.35	459.000		429.700	29.300	6.82	GBP	3.82
		⇓instrument	freshest		⇓ Δday	1/21/13	⇓ Δwk	4/23/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Philip Morris	116.090	8/12/24	0.07	90.030		86.940	3.090	3.55	USD	3.55
	L	Walmart	68.700	8/12/24	1.10	23.193		19.847	3.347	16.86	USD	3.55
	S	National Grid	978.400	8/12/24	-0.04	695.000		653.000	42.000	6.43	GBP	3.43
		TotalEnergies	61.720	8/12/24	0.60	39.420		35.560	3.860	10.85	EUR	2.99
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.980		8.419	0.561	6.66	EUR	1.97
		Telefónica	4.032	8/12/24	0.12	10.910		10.755	0.155	1.44	EUR	1.85
	S	McDonald´s	269.460	8/12/24	0.58	92.950		95.190	-2.240	-2.35	USD	1.18
	L	Coca-Cola	68.170	8/12/24	-0.74	37.130		36.845	0.285	0.77	USD	0.05
		IBM	189.480	8/12/24	-1.03	196.080		198.620	-2.540	-1.28	USD	-0.48
		GSK	1,572.000	8/12/24	0.42	1,415.340		1,468.730	-53.390	-3.64	GBP	-1.04
		Shell	33.025	8/12/24	0.93	26.270		25.895	0.375	1.45	EUR	-1.68
	L	Vodafone	74.440	8/12/24	0.87	162.250		171.400	-9.150	-5.34	GBP	-5.78
	L	HP	33.780	8/12/24	0.72	7.834		11.022	-3.188	-28.92	USD	-7.80
	L	Anglo American	2,232.500	8/12/24	0.29	1,899.500		2,294.000	-394.500	-17.20	GBP	-8.37
	S	Orange	10.115	8/12/24	-0.25	9.118		9.860	-0.742	-7.53	EUR	-8.40
		Microsoft	406.810	8/12/24	0.19	27.150		32.120	-4.970	-15.47	USD	-8.43
	L	RWE	32.360	8/12/24	1.70	29.315		32.605	-3.290	-10.09	EUR	-9.92
	L	Apple	217.530	8/12/24	0.71	18.027		20.418	-2.390	-11.71	USD	-12.18
	S	Engie	15.335	8/12/24	0.49	15.570		18.185	-2.615	-14.38	EUR	-13.07
	S	Intel	19.360	8/12/24	-1.78	21.170		27.450	-6.280	-22.88	USD	-13.31
		E.on	12.325	8/12/24	0.78	12.791		15.105	-2.314	-15.32	EUR	-14.32
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 1/21/13 / 4/23/12 - 77 did rise, Market-Ratio(39) = 81.05 %

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