Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 2/04/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/04/13	⇓ Δwk	5/07/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,328.460		1,204.310	124.150	10.31	USD	8.59
		Societe Generale	20.520	8/12/24	0.44	32.125		17.990	14.135	78.57	EUR	48.30
		Toyota	2,447.500	8/09/24	-0.14	910.000		625.000	285.000	45.60	JPY	38.59
	L	Morgan Stanley	94.840	8/12/24	0.13	22.880		16.150	6.730	41.67	USD	38.35
	S	Sony	12,325.000	8/09/24	0.28	1,485.000		1,224.000	261.000	21.32	JPY	37.98
		Barclays	220.100	8/12/24	0.85	269.271		187.566	81.705	43.56	GBP	35.29
	L	Philips	26.060	8/12/24	-0.91	22.885		14.370	8.515	59.26	EUR	33.74
		Panasonic	1,058.500	8/09/24	1.34	730.000		587.000	143.000	24.36	JPY	31.39
	L	Goldman Sachs	485.500	8/12/24	-0.97	147.520		110.040	37.480	34.06	USD	31.13
		Honda Motor	1,420.000	8/09/24	-0.14	1,180.670		889.330	291.340	32.76	JPY	30.32
		Citigroup	57.840	8/12/24		42.210		31.670	10.540	33.28	USD	29.87
		Bridgestone	5,582.000	8/09/24	-1.33	2,431.000		1,796.000	635.000	35.36	JPY	28.76
	S	Nissan Motor	410.200	8/09/24	-0.56	975.000		760.000	215.000	28.29	JPY	27.56
		UBS	24.850	8/12/24	0.44	15.620		11.450	4.170	36.42	CHF	27.48
	S	Kimberly-Clark	34.140	8/12/24	-1.01	35.750		26.380	9.370	35.52	MXN	27.44
	L	Fox A	38.830	8/12/24	-1.27	27.945		19.400	8.545	44.05	USD	26.47
	S	Volkswagen	93.500	8/12/24	-0.47	179.900		140.150	39.750	28.36	EUR	25.06
		Carrefour	13.730	8/12/24	-0.36	20.610		14.600	6.010	41.16	EUR	24.11
	L	HSBC	643.900	8/12/24	0.22	706.100		548.600	157.500	28.71	GBP	22.09
	L	Ericsson	71.080	8/12/24	1.14	77.350		62.650	14.700	23.46	SEK	21.47
		JP Morgan Chase	206.190	8/12/24	0.19	47.680		41.780	5.900	14.12	USD	20.67
	L	Bayer	25.960	8/12/24	-0.04	71.930		52.180	19.750	37.85	EUR	19.79
		Prudential	635.400	8/12/24	0.41	934.500		710.500	224.000	31.53	GBP	18.98
		Deutsche Bank	13.308	8/12/24	0.14	31.692		26.857	4.835	18.00	EUR	18.16
	S	Ford Motor	9.860	8/12/24	-2.38	12.880		10.660	2.220	20.83	USD	17.77
		⇓instrument	freshest		⇓ Δday	2/04/13	⇓ Δwk	5/07/12	prc diff	⇓ Δ39	Curr	∅-RS
		Aegon	5.562	8/12/24	0.22	4.700		3.438	1.262	36.71	EUR	17.62
		Seven & i	1,672.500	8/09/24	-0.54	934.330		808.670	125.660	15.54	JPY	17.47
	L	Alphabet A	162.290	8/12/24	-0.84	19.034		15.236	3.798	24.93	USD	17.14
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.967		5.295	1.672	31.58	EUR	17.05
		Axa	32.350	8/12/24	-0.77	13.285		9.916	3.369	33.98	EUR	16.09
		ING Groep	15.232	8/12/24	0.21	7.021		5.291	1.730	32.70	EUR	15.89
	S	BASF	41.280	8/12/24	-0.22	73.140		58.980	14.160	24.01	EUR	15.75
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.480		9.570	1.910	19.96	AUD	15.73
	L	Pfizer	28.450	8/12/24	-0.35	27.170		22.450	4.720	21.02	USD	15.67
		Allianz	255.900	8/12/24		101.960		84.690	17.270	20.39	EUR	15.26
	L	Münchener Rück	439.200	8/12/24	1.01	133.750		107.800	25.950	24.07	EUR	14.33
	L	Novartis	96.740	8/12/24	0.16	51.670		41.670	10.000	24.00	CHF	14.03
		Schneider Electric	211.250	8/12/24	0.38	55.250		46.590	8.660	18.59	EUR	13.95
		L´Oreal	376.650	8/12/24	-1.59	108.600		93.070	15.530	16.69	EUR	13.86
		Rio Tinto	4,942.000	8/12/24	0.56	3,615.000		3,107.500	507.500	16.33	GBP	13.42
	L	Procter & Gamble	166.810	8/12/24	-2.19	75.250		64.250	11.000	17.12	USD	13.19
	L	Raytheon Tech	116.600	8/12/24	0.39	56.350		49.660	6.690	13.47	USD	13.09
	S	Diageo	2,451.500	8/12/24	1.03	1,881.000		1,549.500	331.500	21.39	GBP	13.09
		Swiss Re	104.000	8/12/24	0.10	67.750		58.400	9.350	16.01	CHF	12.53
		Canon	4,525.000	8/09/24	1.64	3,442.000		3,535.000	-93.000	-2.63	JPY	12.21
	L	3M	123.360	8/12/24	-0.65	100.770		88.010	12.760	14.50	USD	11.93
		BHP	2,094.000	8/12/24	-0.14	2,168.000		1,860.500	307.500	16.53	GBP	11.75
		Sanofi	95.670	8/12/24	-0.60	69.680		58.290	11.390	19.54	EUR	11.29
		Standard Chartered	722.000	8/12/24	0.92	1,647.500		1,372.000	275.500	20.08	GBP	11.29
	L	Texas Instruments	192.060	8/12/24	-0.08	33.270		30.610	2.660	8.69	USD	11.15
		⇓instrument	freshest		⇓ Δday	2/04/13	⇓ Δwk	5/07/12	prc diff	⇓ Δ39	Curr	∅-RS
		Samsung Electronics	75,500.000	8/12/24	1.07	28,540.000		26,840.000	1,700.000	6.33	KRW	10.30
	S	Johnson & Johnson	159.880	8/12/24	-0.46	74.110		64.800	9.310	14.37	USD	9.91
	L	ABB	45.510	8/12/24	0.55	19.230		16.380	2.850	17.40	CHF	9.85
		General Electric	166.870	8/12/24	-0.16	178.480		154.560	23.920	15.48	USD	9.45
	S	Bristol-Myers	47.060	8/12/24	0.73	36.520		33.460	3.060	9.15	USD	9.39
	L	Nestlé	88.640	8/12/24	-0.40	63.200		55.350	7.850	14.18	CHF	8.75
	L	Unilever	55.100	8/12/24	-0.36	29.385		26.195	3.190	12.18	EUR	8.63
		Aviva	484.200	8/12/24	0.35	351.900		302.900	49.000	16.18	GBP	8.40
		Marsh & McLennan	217.350	8/12/24	-1.23	35.830		34.140	1.690	4.95	USD	7.38
		Chevron	145.020	8/12/24	0.02	115.200		103.310	11.890	11.51	USD	6.71
		Caterpillar	336.030	8/12/24	-0.66	98.260		97.190	1.070	1.10	USD	6.66
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	54.365		49.800	4.565	9.17	USD	6.40
		Nike	74.640	8/12/24	0.40	26.830		27.855	-1.025	-3.68	USD	6.19
	S	Mercedes-Benz	57.480	8/12/24	-0.57	42.340		39.360	2.980	7.57	EUR	6.06
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,040.500		2,697.500	343.000	12.72	GBP	5.74
		PepsiCo	171.420	8/12/24	-0.56	72.450		66.620	5.830	8.75	USD	5.41
	S	LVMH	635.100	8/12/24	-0.14	134.000		127.500	6.500	5.10	EUR	5.39
		BP	439.600	8/12/24	1.35	462.050		415.000	47.050	11.34	GBP	4.54
		Siemens	157.200	8/12/24	0.01	75.140		65.534	9.606	14.66	EUR	4.25
		Vivendi	9.488	8/12/24	0.40	15.465		13.020	2.445	18.78	EUR	4.17
		Banco Santander	4.089	8/12/24	-0.24	5.691		4.900	0.791	16.14	EUR	3.61
		IBM	189.480	8/12/24	-1.03	203.790		203.750	0.040	0.02	USD	3.24
	S	McDonald´s	269.460	8/12/24	0.58	94.600		95.510	-0.910	-0.95	USD	3.22
	L	Walmart	68.700	8/12/24	1.10	23.210		19.730	3.480	17.64	USD	3.10
		Exxon Mobil	119.000	8/12/24	0.13	89.150		84.480	4.670	5.53	USD	2.70
		⇓instrument	freshest		⇓ Δday	2/04/13	⇓ Δwk	5/07/12	prc diff	⇓ Δ39	Curr	∅-RS
	S	National Grid	978.400	8/12/24	-0.04	692.500		670.000	22.500	3.36	GBP	2.53
		TotalEnergies	61.720	8/12/24	0.60	39.000		35.950	3.050	8.48	EUR	1.93
		Repsol	12.765	8/12/24	0.67	15.625		13.980	1.645	11.77	EUR	1.86
		GSK	1,572.000	8/12/24	0.42	1,452.110		1,434.480	17.630	1.23	GBP	1.59
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.845		8.511	0.334	3.92	EUR	0.35
	L	Coca-Cola	68.170	8/12/24	-0.74	37.350		38.640	-1.290	-3.34	USD	0.30
		Saint-Gobain	73.560	8/12/24	-0.41	29.825		32.645	-2.820	-8.64	EUR	-0.25
	L	Philip Morris	116.090	8/12/24	0.07	87.330		88.280	-0.950	-1.08	USD	-0.28
	L	Vodafone	74.440	8/12/24	0.87	170.500		171.500	-1.000	-0.58	GBP	-0.80
		Merck (MSD)	113.480	8/12/24	-0.93	40.850		38.540	2.310	5.99	USD	-1.45
		Shell	33.025	8/12/24	0.93	25.565		26.535	-0.970	-3.66	EUR	-4.22
		Telefónica	4.032	8/12/24	0.12	10.070		11.145	-1.075	-9.65	EUR	-5.34
	L	Anglo American	2,232.500	8/12/24	0.29	1,924.500		2,172.500	-248.000	-11.42	GBP	-6.03
		Microsoft	406.810	8/12/24	0.19	27.440		30.650	-3.210	-10.47	USD	-7.18
	L	HP	33.780	8/12/24	0.72	7.348		10.840	-3.492	-32.22	USD	-12.09
	S	Intel	19.360	8/12/24	-1.78	21.160		27.760	-6.600	-23.78	USD	-12.54
	L	RWE	32.360	8/12/24	1.70	27.430		32.300	-4.870	-15.08	EUR	-15.86
	S	Engie	15.335	8/12/24	0.49	14.720		17.265	-2.545	-14.74	EUR	-16.94
	S	Orange	10.115	8/12/24	-0.25	8.028		10.590	-2.562	-24.19	EUR	-18.55
		E.on	12.325	8/12/24	0.78	11.546		14.464	-2.918	-20.18	EUR	-22.10
	L	Apple	217.530	8/12/24	0.71	15.797		20.339	-4.542	-22.33	USD	-23.34
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 2/04/13 / 5/07/12 - 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


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