Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 2/18/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/18/13	⇓ Δwk	5/21/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,329.820		1,136.440	193.380	17.02	USD	8.41
		Barclays	220.100	8/12/24	0.85	295.783		166.274	129.509	77.89	GBP	47.50
	L	Morgan Stanley	94.840	8/12/24	0.13	24.320		13.190	11.130	84.38	USD	46.44
		Toyota	2,447.500	8/09/24	-0.14	959.000		601.000	358.000	59.57	JPY	43.84
	L	Goldman Sachs	485.500	8/12/24	-0.97	158.650		96.510	62.140	64.39	USD	39.84
		Societe Generale	20.520	8/12/24	0.44	30.495		15.895	14.600	91.85	EUR	39.39
		Bridgestone	5,582.000	8/09/24	-1.33	2,649.000		1,686.000	963.000	57.12	JPY	38.69
		Citigroup	57.840	8/12/24		44.500		26.250	18.250	69.52	USD	35.76
	S	Kimberly-Clark	34.140	8/12/24	-1.01	38.310		25.690	12.620	49.12	MXN	34.77
	L	Fox A	38.830	8/12/24	-1.27	29.170		19.500	9.670	49.59	USD	30.24
		Aegon	5.562	8/12/24	0.22	5.113		3.296	1.817	55.13	EUR	27.04
		Honda Motor	1,420.000	8/09/24	-0.14	1,158.000		846.000	312.000	36.88	JPY	26.75
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.496		4.886	2.610	53.42	EUR	25.95
	L	Philips	26.060	8/12/24	-0.91	21.805		14.945	6.860	45.90	EUR	25.78
	L	HSBC	643.900	8/12/24	0.22	726.000		513.400	212.600	41.41	GBP	24.47
	S	Sony	12,325.000	8/09/24	0.28	1,338.000		1,117.000	221.000	19.79	JPY	24.45
	S	Nissan Motor	410.200	8/09/24	-0.56	959.000		732.000	227.000	31.01	JPY	24.43
		JP Morgan Chase	206.190	8/12/24	0.19	49.450		32.510	16.940	52.11	USD	24.12
		UBS	24.850	8/12/24	0.44	15.230		10.810	4.420	40.89	CHF	23.62
	L	Alphabet A	162.290	8/12/24	-0.84	20.234		15.400	4.833	31.39	USD	23.47
	L	Ericsson	71.080	8/12/24	1.14	79.050		61.600	17.450	28.33	SEK	23.37
	S	Volkswagen	93.500	8/12/24	-0.47	176.530		130.100	46.430	35.69	EUR	21.77
		Carrefour	13.730	8/12/24	-0.36	20.075		13.910	6.165	44.32	EUR	20.33
		Swiss Re	104.000	8/12/24	0.10	73.150		54.550	18.600	34.10	CHF	20.20
		Prudential	635.400	8/12/24	0.41	952.000		670.000	282.000	42.09	GBP	20.05
		⇓instrument	freshest		⇓ Δday	2/18/13	⇓ Δwk	5/21/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	ABB	45.510	8/12/24	0.55	20.970		15.400	5.570	36.17	CHF	19.92
		Axa	32.350	8/12/24	-0.77	13.705		9.430	4.275	45.33	EUR	19.54
		Panasonic	1,058.500	8/09/24	1.34	663.000		522.000	141.000	27.01	JPY	18.91
	S	Ford Motor	9.860	8/12/24	-2.38	12.990		10.200	2.790	27.35	USD	18.70
	L	Pfizer	28.450	8/12/24	-0.35	27.710		22.540	5.170	22.94	USD	16.85
	L	Novartis	96.740	8/12/24	0.16	53.250		40.670	12.580	30.93	CHF	16.71
		Rio Tinto	4,942.000	8/12/24	0.56	3,711.000		2,823.000	888.000	31.46	GBP	16.69
		Standard Chartered	722.000	8/12/24	0.92	1,729.500		1,328.500	401.000	30.18	GBP	16.64
		Allianz	255.900	8/12/24		103.188		75.930	27.258	35.90	EUR	16.03
		General Electric	166.870	8/12/24	-0.16	190.000		152.960	37.040	24.22	USD	15.81
	L	Procter & Gamble	166.810	8/12/24	-2.19	77.380		63.390	13.990	22.07	USD	15.67
	L	3M	123.360	8/12/24	-0.65	104.180		84.460	19.720	23.35	USD	15.09
		Seven & i	1,672.500	8/09/24	-0.54	923.000		778.000	145.000	18.64	JPY	14.97
	L	Raytheon Tech	116.600	8/12/24	0.39	57.281		46.381	10.900	23.50	USD	14.63
	S	Diageo	2,451.500	8/12/24	1.03	1,922.000		1,508.000	414.000	27.45	GBP	14.52
		Sanofi	95.670	8/12/24	-0.60	72.260		54.320	17.940	33.03	EUR	14.42
		BHP	2,094.000	8/12/24	-0.14	2,219.500		1,717.000	502.500	29.27	GBP	14.36
	L	Bayer	25.960	8/12/24	-0.04	69.290		51.770	17.520	33.84	EUR	14.31
		Deutsche Bank	13.308	8/12/24	0.14	30.735		24.644	6.091	24.72	EUR	14.23
		L´Oreal	376.650	8/12/24	-1.59	110.050		91.940	18.110	19.70	EUR	14.11
		Samsung Electronics	75,500.000	8/12/24	1.07	29,840.000		24,180.000	5,660.000	23.41	KRW	13.94
	S	Johnson & Johnson	159.880	8/12/24	-0.46	76.960		63.470	13.490	21.25	USD	13.54
	L	Texas Instruments	192.060	8/12/24	-0.08	33.940		29.480	4.460	15.13	USD	13.38
	L	Münchener Rück	439.200	8/12/24	1.01	133.800		102.850	30.950	30.09	EUR	13.36
	S	BASF	41.280	8/12/24	-0.22	71.450		57.470	13.980	24.33	EUR	12.37
		⇓instrument	freshest		⇓ Δday	2/18/13	⇓ Δwk	5/21/12	prc diff	⇓ Δ39	Curr	∅-RS
	S	Mercedes-Benz	57.480	8/12/24	-0.57	44.450		37.190	7.260	19.52	EUR	11.57
		Aviva	484.200	8/12/24	0.35	360.000		268.300	91.700	34.18	GBP	11.04
		Schneider Electric	211.250	8/12/24	0.38	54.040		42.800	11.240	26.26	EUR	10.94
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.100		9.390	1.710	18.21	AUD	10.80
	S	Bristol-Myers	47.060	8/12/24	0.73	36.940		32.710	4.230	12.93	USD	10.09
		PepsiCo	171.420	8/12/24	-0.56	75.500		67.980	7.520	11.06	USD	9.40
		ING Groep	15.232	8/12/24	0.21	6.619		4.630	1.989	42.96	EUR	9.25
		Canon	4,525.000	8/09/24	1.64	3,340.000		3,281.000	59.000	1.80	JPY	8.94
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	55.955		49.480	6.475	13.09	USD	8.77
		Marsh & McLennan	217.350	8/12/24	-1.23	36.280		31.910	4.370	13.69	USD	8.27
	L	Nestlé	88.640	8/12/24	-0.40	63.100		54.350	8.750	16.10	CHF	7.85
	L	Unilever	55.100	8/12/24	-0.36	29.280		25.315	3.965	15.66	EUR	7.67
		Nike	74.640	8/12/24	0.40	27.235		26.808	0.427	1.59	USD	7.63
		Chevron	145.020	8/12/24	0.02	115.920		99.690	16.230	16.28	USD	7.06
		Banco Santander	4.089	8/12/24	-0.24	5.856		4.514	1.342	29.73	EUR	7.03
		Vivendi	9.488	8/12/24	0.40	15.820		13.265	2.555	19.26	EUR	6.58
		Siemens	157.200	8/12/24	0.01	75.849		64.447	11.402	17.69	EUR	5.12
		Saint-Gobain	73.560	8/12/24	-0.41	31.180		29.910	1.270	4.25	EUR	4.93
		Caterpillar	336.030	8/12/24	-0.66	95.600		91.980	3.620	3.94	USD	4.31
	S	LVMH	635.100	8/12/24	-0.14	132.350		120.200	12.150	10.11	EUR	3.90
		GSK	1,572.000	8/12/24	0.42	1,484.340		1,410.800	73.540	5.21	GBP	3.79
	L	Philip Morris	116.090	8/12/24	0.07	91.310		84.740	6.570	7.75	USD	3.78
		Exxon Mobil	119.000	8/12/24	0.13	89.320		82.040	7.280	8.87	USD	2.73
	S	McDonald´s	269.460	8/12/24	0.58	93.850		91.270	2.580	2.83	USD	2.58
	S	National Grid	978.400	8/12/24	-0.04	692.500		669.000	23.500	3.51	GBP	2.21
		⇓instrument	freshest		⇓ Δday	2/18/13	⇓ Δwk	5/21/12	prc diff	⇓ Δ39	Curr	∅-RS
		Repsol	12.765	8/12/24	0.67	15.450		13.490	1.960	14.53	EUR	1.63
		Merck (MSD)	113.480	8/12/24	-0.93	42.220		37.600	4.620	12.29	USD	1.56
		IBM	189.480	8/12/24	-1.03	200.320		197.760	2.560	1.29	USD	1.30
	L	Walmart	68.700	8/12/24	1.10	22.920		21.013	1.907	9.07	USD	1.29
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,912.000		2,654.500	257.500	9.70	GBP	1.24
		BP	439.600	8/12/24	1.35	445.000		395.600	49.400	12.49	GBP	0.94
	L	Coca-Cola	68.170	8/12/24	-0.74	37.670		37.255	0.415	1.11	USD	0.73
		TotalEnergies	61.720	8/12/24	0.60	37.445		34.585	2.860	8.27	EUR	-1.91
	L	Anglo American	2,232.500	8/12/24	0.29	1,983.000		2,024.000	-41.000	-2.03	GBP	-1.93
	L	Vodafone	74.440	8/12/24	0.87	166.800		165.000	1.800	1.09	GBP	-2.86
		Microsoft	406.810	8/12/24	0.19	28.045		29.750	-1.705	-5.73	USD	-4.78
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.261		8.838	-0.577	-6.53	EUR	-6.21
	L	HP	33.780	8/12/24	0.72	7.670		9.941	-2.271	-22.84	USD	-6.56
		Shell	33.025	8/12/24	0.93	24.500		24.570	-0.070	-0.28	EUR	-7.93
		Telefónica	4.032	8/12/24	0.12	9.645		9.816	-0.171	-1.74	EUR	-8.43
	S	Intel	19.360	8/12/24	-1.78	21.085		26.150	-5.065	-19.37	USD	-12.04
	L	RWE	32.360	8/12/24	1.70	28.265		29.730	-1.465	-4.93	EUR	-12.73
	S	Engie	15.335	8/12/24	0.49	14.660		16.200	-1.540	-9.51	EUR	-16.24
		E.on	12.325	8/12/24	0.78	12.055		13.777	-1.723	-12.50	EUR	-17.78
	L	Apple	217.530	8/12/24	0.71	16.428		20.046	-3.618	-18.05	USD	-20.10
	S	Orange	10.115	8/12/24	-0.25	7.600		10.120	-2.520	-24.90	EUR	-21.78
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 2/18/13 / 5/21/12 - 83 did rise, Market-Ratio(39) = 87.37 %

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