Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 2/25/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/25/13	⇓ Δwk	5/28/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,320.820		1,129.840	190.980	16.90	USD	7.55
		Bridgestone	5,582.000	8/09/24	-1.33	2,822.000		1,684.000	1,138.000	67.58	JPY	46.94
		Barclays	220.100	8/12/24	0.85	287.885		167.197	120.688	72.18	GBP	43.04
		Toyota	2,447.500	8/09/24	-0.14	947.000		609.000	338.000	55.50	JPY	41.20
	S	Kimberly-Clark	34.140	8/12/24	-1.01	39.510		24.900	14.610	58.67	MXN	37.93
		Societe Generale	20.520	8/12/24	0.44	29.825		16.150	13.675	84.67	EUR	35.84
	L	Morgan Stanley	94.840	8/12/24	0.13	22.030		13.640	8.390	61.51	USD	32.19
	L	Goldman Sachs	485.500	8/12/24	-0.97	147.650		97.860	49.790	50.88	USD	29.50
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.566		4.763	2.803	58.85	EUR	27.02
		Honda Motor	1,420.000	8/09/24	-0.14	1,156.670		839.000	317.670	37.86	JPY	26.27
	L	Philips	26.060	8/12/24	-0.91	21.810		14.375	7.435	51.72	EUR	25.17
		Citigroup	57.840	8/12/24		41.150		27.020	14.130	52.29	USD	24.94
	L	HSBC	643.900	8/12/24	0.22	729.900		510.400	219.500	43.01	GBP	24.66
		Carrefour	13.730	8/12/24	-0.36	20.830		14.270	6.560	45.97	EUR	24.66
	L	Fox A	38.830	8/12/24	-1.27	28.000		19.690	8.310	42.20	USD	24.11
	S	Sony	12,325.000	8/09/24	0.28	1,322.000		1,065.000	257.000	24.13	JPY	23.32
	L	Ericsson	71.080	8/12/24	1.14	78.900		64.700	14.200	21.95	SEK	22.81
		Swiss Re	104.000	8/12/24	0.10	74.900		55.750	19.150	34.35	CHF	22.40
		Panasonic	1,058.500	8/09/24	1.34	680.000		523.000	157.000	30.02	JPY	22.14
	S	Nissan Motor	410.200	8/09/24	-0.56	942.000		745.000	197.000	26.44	JPY	21.88
	L	ABB	45.510	8/12/24	0.55	21.240		15.810	5.430	34.35	CHF	21.30
	L	Bayer	25.960	8/12/24	-0.04	73.750		51.000	22.750	44.61	EUR	21.24
		Prudential	635.400	8/12/24	0.41	964.500		684.000	280.500	41.01	GBP	21.01
		UBS	24.850	8/12/24	0.44	14.930		11.220	3.710	33.07	CHF	20.91
	L	Alphabet A	162.290	8/12/24	-0.84	19.831		14.905	4.926	33.05	USD	20.41
		⇓instrument	freshest		⇓ Δday	2/25/13	⇓ Δwk	5/28/12	prc diff	⇓ Δ39	Curr	∅-RS
		Schneider Electric	211.250	8/12/24	0.38	58.400		43.565	14.835	34.05	EUR	19.69
		Standard Chartered	722.000	8/12/24	0.92	1,770.000		1,329.000	441.000	33.18	GBP	19.27
		JP Morgan Chase	206.190	8/12/24	0.19	47.700		33.630	14.070	41.84	USD	19.20
		Axa	32.350	8/12/24	-0.77	13.670		9.311	4.359	46.82	EUR	19.05
		L´Oreal	376.650	8/12/24	-1.59	114.700		90.710	23.990	26.45	EUR	18.35
	L	Novartis	96.740	8/12/24	0.16	54.170		41.830	12.340	29.50	CHF	18.27
	S	BASF	41.280	8/12/24	-0.22	75.010		57.010	18.000	31.57	EUR	17.75
		Samsung Electronics	75,500.000	8/12/24	1.07	30,880.000		24,760.000	6,120.000	24.72	KRW	17.37
		Allianz	255.900	8/12/24		104.350		75.365	28.985	38.46	EUR	17.08
	S	Diageo	2,451.500	8/12/24	1.03	1,967.000		1,513.500	453.500	29.96	GBP	16.64
	L	Münchener Rück	439.200	8/12/24	1.01	137.900		102.350	35.550	34.73	EUR	16.43
		Aegon	5.562	8/12/24	0.22	4.695		3.449	1.246	36.13	EUR	16.20
		Deutsche Bank	13.308	8/12/24	0.14	30.807		24.827	5.980	24.09	EUR	14.41
		Sanofi	95.670	8/12/24	-0.60	72.480		54.740	17.740	32.41	EUR	14.20
	S	Mercedes-Benz	57.480	8/12/24	-0.57	45.370		37.850	7.520	19.87	EUR	14.04
	S	Volkswagen	93.500	8/12/24	-0.47	165.000		129.180	35.820	27.73	EUR	13.41
		Seven & i	1,672.500	8/09/24	-0.54	914.000		784.000	130.000	16.58	JPY	13.37
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.390		9.570	1.820	19.02	AUD	13.29
	L	Procter & Gamble	166.810	8/12/24	-2.19	75.920		62.950	12.970	20.60	USD	13.11
	L	Texas Instruments	192.060	8/12/24	-0.08	33.730		29.360	4.370	14.88	USD	12.64
	L	Pfizer	28.450	8/12/24	-0.35	26.840		22.180	4.660	21.01	USD	12.61
	L	3M	123.360	8/12/24	-0.65	101.750		85.730	16.020	18.69	USD	12.05
	S	Johnson & Johnson	159.880	8/12/24	-0.46	75.570		62.590	12.980	20.74	USD	11.14
	L	Raytheon Tech	116.600	8/12/24	0.39	55.614		47.256	8.358	17.69	USD	11.14
		Rio Tinto	4,942.000	8/12/24	0.56	3,529.500		2,857.500	672.000	23.52	GBP	10.98
		⇓instrument	freshest		⇓ Δday	2/25/13	⇓ Δwk	5/28/12	prc diff	⇓ Δ39	Curr	∅-RS
		Aviva	484.200	8/12/24	0.35	358.900		269.900	89.000	32.98	GBP	10.82
		General Electric	166.870	8/12/24	-0.16	182.480		154.800	27.680	17.88	USD	10.81
	S	Ford Motor	9.860	8/12/24	-2.38	12.130		10.840	1.290	11.90	USD	10.77
	L	Nestlé	88.640	8/12/24	-0.40	64.900		55.050	9.850	17.89	CHF	10.67
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	57.005		49.680	7.325	14.74	USD	10.42
		BHP	2,094.000	8/12/24	-0.14	2,123.500		1,716.500	407.000	23.71	GBP	9.29
	L	Unilever	55.100	8/12/24	-0.36	29.760		25.365	4.395	17.33	EUR	9.15
		Canon	4,525.000	8/09/24	1.64	3,339.000		3,294.000	45.000	1.37	JPY	9.02
		PepsiCo	171.420	8/12/24	-0.56	75.190		69.330	5.860	8.45	USD	8.58
	S	Bristol-Myers	47.060	8/12/24	0.73	36.340		33.340	3.000	9.00	USD	8.03
		Banco Santander	4.089	8/12/24	-0.24	5.896		4.407	1.489	33.79	EUR	7.97
		Vivendi	9.488	8/12/24	0.40	15.945		13.010	2.935	22.56	EUR	7.45
		Siemens	157.200	8/12/24	0.01	77.304		66.116	11.188	16.92	EUR	7.06
		Nike	74.640	8/12/24	0.40	27.020		27.730	-0.710	-2.56	USD	6.71
	L	HP	33.780	8/12/24	0.72	8.660		10.354	-1.694	-16.36	USD	6.43
		Marsh & McLennan	217.350	8/12/24	-1.23	35.720		32.460	3.260	10.04	USD	6.36
		Saint-Gobain	73.560	8/12/24	-0.41	31.480		30.330	1.150	3.79	EUR	6.26
	S	National Grid	978.400	8/12/24	-0.04	717.500		678.500	39.000	5.75	GBP	5.75
	S	McDonald´s	269.460	8/12/24	0.58	96.140		90.900	5.240	5.76	USD	5.21
	S	LVMH	635.100	8/12/24	-0.14	133.600		118.600	15.000	12.65	EUR	4.81
		Chevron	145.020	8/12/24	0.02	113.540		100.240	13.300	13.27	USD	4.73
		Repsol	12.765	8/12/24	0.67	15.840		13.815	2.025	14.66	EUR	4.72
		ING Groep	15.232	8/12/24	0.21	6.339		4.770	1.569	32.89	EUR	4.71
	L	Philip Morris	116.090	8/12/24	0.07	91.560		85.590	5.970	6.98	USD	3.85
		GSK	1,572.000	8/12/24	0.42	1,486.360		1,434.480	51.880	3.62	GBP	3.84
		⇓instrument	freshest		⇓ Δday	2/25/13	⇓ Δwk	5/28/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,978.000		2,617.500	360.500	13.77	GBP	3.49
	L	Walmart	68.700	8/12/24	1.10	23.480		21.893	1.587	7.25	USD	3.48
		BP	439.600	8/12/24	1.35	451.150		399.700	51.450	12.87	GBP	2.55
		Merck (MSD)	113.480	8/12/24	-0.93	42.520		37.590	4.930	13.12	USD	2.07
		TotalEnergies	61.720	8/12/24	0.60	38.410		35.065	3.345	9.54	EUR	0.83
		Exxon Mobil	119.000	8/12/24	0.13	87.700		81.930	5.770	7.04	USD	0.80
	L	Coca-Cola	68.170	8/12/24	-0.74	37.720		37.730	-0.010	-0.03	USD	0.68
		IBM	189.480	8/12/24	-1.03	197.510		196.460	1.050	0.53	USD	-0.19
	L	Anglo American	2,232.500	8/12/24	0.29	1,981.500		2,017.000	-35.500	-1.76	GBP	-1.50
		Caterpillar	336.030	8/12/24	-0.66	89.160		92.520	-3.360	-3.63	USD	-2.41
	L	Vodafone	74.440	8/12/24	0.87	164.100		172.600	-8.500	-4.92	GBP	-4.34
		Telefónica	4.032	8/12/24	0.12	9.896		9.440	0.456	4.83	EUR	-5.51
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.271		8.095	0.176	2.17	EUR	-5.94
		Shell	33.025	8/12/24	0.93	24.890		25.150	-0.260	-1.03	EUR	-6.25
		Microsoft	406.810	8/12/24	0.19	27.370		29.560	-2.190	-7.41	USD	-6.87
	L	RWE	32.360	8/12/24	1.70	28.190		29.700	-1.510	-5.08	EUR	-12.65
	S	Engie	15.335	8/12/24	0.49	14.845		16.235	-1.390	-8.56	EUR	-14.67
	S	Intel	19.360	8/12/24	-1.78	20.230		26.090	-5.860	-22.46	USD	-15.20
		E.on	12.325	8/12/24	0.78	11.836		13.877	-2.041	-14.71	EUR	-18.86
	S	Orange	10.115	8/12/24	-0.25	7.479		10.255	-2.776	-27.07	EUR	-22.38
	L	Apple	217.530	8/12/24	0.71	15.814		20.438	-4.624	-22.62	USD	-22.89
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 2/25/13 / 5/28/12 - 81 did rise, Market-Ratio(39) = 85.26 %

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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