Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 1/28/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	1/28/13	⇓ Δwk	4/30/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,338.950		1,232.540	106.410	8.63	USD	9.67
		Societe Generale	20.520	8/12/24	0.44	34.060		17.860	16.200	90.71	EUR	58.63
		Barclays	220.100	8/12/24	0.85	282.527		201.607	80.920	40.14	GBP	42.78
	L	Morgan Stanley	94.840	8/12/24	0.13	22.310		17.280	5.030	29.11	USD	35.34
		UBS	24.850	8/12/24	0.44	16.310		11.330	4.980	43.95	CHF	33.70
		Toyota	2,447.500	8/09/24	-0.14	870.000		657.000	213.000	32.42	JPY	33.52
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.784		5.106	2.678	52.45	EUR	31.07
		Citigroup	57.840	8/12/24		42.340		33.040	9.300	28.15	USD	31.04
	S	Volkswagen	93.500	8/12/24	-0.47	186.350		142.660	43.690	30.63	EUR	30.24
		Carrefour	13.730	8/12/24	-0.36	21.490		15.175	6.315	41.61	EUR	29.85
	L	Philips	26.060	8/12/24	-0.91	21.935		15.000	6.935	46.23	EUR	29.03
	L	Goldman Sachs	485.500	8/12/24	-0.97	144.150		115.150	29.000	25.18	USD	28.74
	S	Sony	12,325.000	8/09/24	0.28	1,381.000		1,303.000	78.000	5.99	JPY	28.29
		Bridgestone	5,582.000	8/09/24	-1.33	2,404.000		1,904.000	500.000	26.26	JPY	28.07
	S	Kimberly-Clark	34.140	8/12/24	-1.01	35.460		26.550	8.910	33.56	MXN	27.27
	L	Bayer	25.960	8/12/24	-0.04	75.680		53.210	22.470	42.23	EUR	26.86
	S	Ford Motor	9.860	8/12/24	-2.38	13.780		11.280	2.500	22.16	USD	26.23
		Honda Motor	1,420.000	8/09/24	-0.14	1,138.000		979.330	158.670	16.20	JPY	26.13
	L	Fox A	38.830	8/12/24	-1.27	27.560		19.605	7.955	40.58	USD	25.58
		Aegon	5.562	8/12/24	0.22	4.982		3.489	1.493	42.79	EUR	25.46
	L	HSBC	643.900	8/12/24	0.22	717.100		555.100	162.000	29.18	GBP	24.68
		ING Groep	15.232	8/12/24	0.21	7.490		5.327	2.163	40.60	EUR	23.85
		Prudential	635.400	8/12/24	0.41	954.500		754.500	200.000	26.51	GBP	22.24
		Axa	32.350	8/12/24	-0.77	13.725		10.700	3.025	28.27	EUR	20.30
	L	Ericsson	71.080	8/12/24	1.14	76.300		65.500	10.800	16.49	SEK	20.19
		⇓instrument	freshest		⇓ Δday	1/28/13	⇓ Δwk	4/30/12	prc diff	⇓ Δ39	Curr	∅-RS
	S	BASF	41.280	8/12/24	-0.22	75.580		62.190	13.390	21.53	EUR	20.12
		Banco Santander	4.089	8/12/24	-0.24	6.513		4.720	1.793	37.99	EUR	18.75
		JP Morgan Chase	206.190	8/12/24	0.19	46.640		42.980	3.660	8.52	USD	18.53
		Allianz	255.900	8/12/24		104.159		84.200	19.959	23.70	EUR	18.23
		Schneider Electric	211.250	8/12/24	0.38	56.930		46.410	10.520	22.67	EUR	17.83
		Deutsche Bank	13.308	8/12/24	0.14	31.492		27.981	3.512	12.55	EUR	17.70
		L´Oreal	376.650	8/12/24	-1.59	111.500		90.890	20.610	22.68	EUR	17.61
		Sanofi	95.670	8/12/24	-0.60	73.100		57.660	15.440	26.78	EUR	17.33
	S	Nissan Motor	410.200	8/09/24	-0.56	893.000		827.000	66.000	7.98	JPY	17.29
		Seven & i	1,672.500	8/09/24	-0.54	927.000		803.670	123.330	15.35	JPY	17.12
	L	Münchener Rück	439.200	8/12/24	1.01	135.650		109.650	26.000	23.71	EUR	16.66
	L	Alphabet A	162.290	8/12/24	-0.84	18.826		15.168	3.658	24.12	USD	16.44
		Swiss Re	104.000	8/12/24	0.10	69.450		56.900	12.550	22.06	CHF	16.10
	L	Novartis	96.740	8/12/24	0.16	52.250		41.710	10.540	25.27	CHF	15.81
	L	Pfizer	28.450	8/12/24	-0.35	26.840		22.900	3.940	17.21	USD	14.74
		Aviva	484.200	8/12/24	0.35	371.400		308.100	63.300	20.55	GBP	14.57
	L	Raytheon Tech	116.600	8/12/24	0.39	56.514		51.378	5.135	10.00	USD	13.72
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.200		9.440	1.760	18.64	AUD	13.43
	L	ABB	45.510	8/12/24	0.55	19.800		16.540	3.260	19.71	CHF	13.19
		Standard Chartered	722.000	8/12/24	0.92	1,664.000		1,506.000	158.000	10.49	GBP	12.55
	S	Diageo	2,451.500	8/12/24	1.03	1,859.500		1,551.000	308.500	19.89	GBP	12.39
		Repsol	12.765	8/12/24	0.67	17.280		14.450	2.830	19.58	EUR	12.27
	L	3M	123.360	8/12/24	-0.65	100.650		89.360	11.290	12.63	USD	12.09
		Samsung Electronics	75,500.000	8/12/24	1.07	28,820.000		28,200.000	620.000	2.20	KRW	12.06
	L	Procter & Gamble	166.810	8/12/24	-2.19	73.770		63.640	10.130	15.92	USD	11.28
		⇓instrument	freshest		⇓ Δday	1/28/13	⇓ Δwk	4/30/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Nestlé	88.640	8/12/24	-0.40	64.350		55.600	8.750	15.74	CHF	11.13
		General Electric	166.870	8/12/24	-0.16	180.000		156.640	23.360	14.91	USD	10.75
	L	Unilever	55.100	8/12/24	-0.36	29.825		25.870	3.955	15.29	EUR	10.58
	S	LVMH	635.100	8/12/24	-0.14	140.100		125.150	14.950	11.95	EUR	10.49
	L	Texas Instruments	192.060	8/12/24	-0.08	33.040		31.940	1.100	3.44	USD	10.43
	S	Mercedes-Benz	57.480	8/12/24	-0.57	43.950		41.765	2.185	5.23	EUR	10.16
		Panasonic	1,058.500	8/09/24	1.34	611.000		605.000	6.000	0.99	JPY	9.95
		Rio Tinto	4,942.000	8/12/24	0.56	3,506.000		3,432.500	73.500	2.14	GBP	9.85
		Siemens	157.200	8/12/24	0.01	78.915		67.892	11.023	16.24	EUR	9.73
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,145.000		2,699.500	445.500	16.50	GBP	9.43
	S	Johnson & Johnson	159.880	8/12/24	-0.46	73.620		65.100	8.520	13.09	USD	9.42
	S	Bristol-Myers	47.060	8/12/24	0.73	36.410		33.370	3.040	9.11	USD	9.31
		BHP	2,094.000	8/12/24	-0.14	2,111.500		1,974.500	137.000	6.94	GBP	8.81
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	55.075		49.470	5.605	11.33	USD	8.23
		Nike	74.640	8/12/24	0.40	27.250		27.968	-0.718	-2.57	USD	7.96
		Chevron	145.020	8/12/24	0.02	116.040		106.560	9.480	8.90	USD	7.73
		Vivendi	9.488	8/12/24	0.40	15.975		13.514	2.461	18.21	EUR	7.69
		Canon	4,525.000	8/09/24	1.64	3,301.000		3,623.000	-322.000	-8.89	JPY	7.57
		BP	439.600	8/12/24	1.35	468.450		445.000	23.450	5.27	GBP	6.03
		PepsiCo	171.420	8/12/24	-0.56	72.610		66.000	6.610	10.02	USD	5.86
		Caterpillar	336.030	8/12/24	-0.66	97.450		102.770	-5.320	-5.18	USD	5.55
		Saint-Gobain	73.560	8/12/24	-0.41	31.550		31.645	-0.095	-0.30	EUR	5.40
		Marsh & McLennan	217.350	8/12/24	-1.23	35.000		33.450	1.550	4.63	USD	5.10
		Exxon Mobil	119.000	8/12/24	0.13	91.110		86.340	4.770	5.52	USD	5.08
	S	National Grid	978.400	8/12/24	-0.04	700.500		665.500	35.000	5.26	GBP	3.99
		⇓instrument	freshest		⇓ Δday	1/28/13	⇓ Δwk	4/30/12	prc diff	⇓ Δ39	Curr	∅-RS
		IBM	189.480	8/12/24	-1.03	204.930		207.080	-2.150	-1.04	USD	3.94
		Merck (MSD)	113.480	8/12/24	-0.93	42.930		39.240	3.690	9.40	USD	3.76
		TotalEnergies	61.720	8/12/24	0.60	39.495		36.070	3.425	9.50	EUR	3.21
	L	Walmart	68.700	8/12/24	1.10	23.117		19.637	3.480	17.72	USD	2.94
	S	McDonald´s	269.460	8/12/24	0.58	94.360		97.450	-3.090	-3.17	USD	2.87
	L	Philip Morris	116.090	8/12/24	0.07	89.000		89.510	-0.510	-0.57	USD	1.98
		Telefónica	4.032	8/12/24	0.12	10.855		11.010	-0.155	-1.41	EUR	1.69
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.933		8.517	0.416	4.88	EUR	1.39
		GSK	1,572.000	8/12/24	0.42	1,429.440		1,435.480	-6.040	-0.42	GBP	-0.01
		Shell	33.025	8/12/24	0.93	26.610		26.870	-0.260	-0.97	EUR	-0.31
	L	Coca-Cola	68.170	8/12/24	-0.74	37.010		38.160	-1.150	-3.01	USD	-0.43
	L	Vodafone	74.440	8/12/24	0.87	171.100		170.500	0.600	0.35	GBP	-0.46
		Microsoft	406.810	8/12/24	0.19	27.911		32.015	-4.104	-12.82	USD	-5.69
	L	HP	33.780	8/12/24	0.72	7.729		11.244	-3.515	-31.26	USD	-8.28
	L	Anglo American	2,232.500	8/12/24	0.29	1,872.500		2,368.000	-495.500	-20.92	GBP	-9.12
	S	Intel	19.360	8/12/24	-1.78	21.050		28.395	-7.345	-25.87	USD	-13.41
	S	Engie	15.335	8/12/24	0.49	15.390		17.390	-2.000	-11.50	EUR	-13.63
	L	RWE	32.360	8/12/24	1.70	28.100		32.475	-4.375	-13.47	EUR	-13.87
	S	Orange	10.115	8/12/24	-0.25	8.507		10.335	-1.828	-17.69	EUR	-14.17
		E.on	12.325	8/12/24	0.78	11.877		15.559	-3.682	-23.66	EUR	-20.23
	L	Apple	217.530	8/12/24	0.71	16.065		20.856	-4.791	-22.97	USD	-22.05
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 1/28/13 / 4/30/12 - 75 did rise, Market-Ratio(39) = 78.95 %

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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