Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 3/04/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/04/13	⇓ Δwk	6/04/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,326.020		1,091.890	234.130	21.44	USD	7.87
		Bridgestone	5,582.000	8/09/24	-1.33	2,940.000		1,618.000	1,322.000	81.71	JPY	52.19
	S	Kimberly-Clark	34.140	8/12/24	-1.01	41.430		24.300	17.130	70.49	MXN	43.33
		Toyota	2,447.500	8/09/24	-0.14	950.000		580.000	370.000	63.79	JPY	40.89
		Barclays	220.100	8/12/24	0.85	277.492		173.479	104.013	59.96	GBP	37.36
	L	Morgan Stanley	94.840	8/12/24	0.13	22.600		12.360	10.240	82.85	USD	35.27
	S	Sony	12,325.000	8/09/24	0.28	1,438.000		992.000	446.000	44.96	JPY	34.70
	L	Goldman Sachs	485.500	8/12/24	-0.97	152.180		91.000	61.180	67.23	USD	32.93
		Societe Generale	20.520	8/12/24	0.44	28.665		16.525	12.140	73.46	EUR	30.08
		Citigroup	57.840	8/12/24		42.940		24.820	18.120	73.01	USD	29.88
	L	Fox A	38.830	8/12/24	-1.27	29.490		18.590	10.900	58.63	USD	29.83
		Honda Motor	1,420.000	8/09/24	-0.14	1,157.330		783.000	374.330	47.81	JPY	26.11
	L	Alphabet A	162.290	8/12/24	-0.84	20.601		14.510	6.092	41.98	USD	24.50
	L	Bayer	25.960	8/12/24	-0.04	75.570		48.430	27.140	56.04	EUR	23.61
		Prudential	635.400	8/12/24	0.41	988.500		683.500	305.000	44.62	GBP	23.35
		Carrefour	13.730	8/12/24	-0.36	20.645		13.785	6.860	49.76	EUR	23.24
	L	Philips	26.060	8/12/24	-0.91	21.595		13.920	7.675	55.14	EUR	23.22
	L	Ericsson	71.080	8/12/24	1.14	79.300		60.750	18.550	30.53	SEK	23.06
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.324		4.850	2.474	51.01	EUR	22.73
		JP Morgan Chase	206.190	8/12/24	0.19	49.100		31.000	18.100	58.39	USD	22.26
		Swiss Re	104.000	8/12/24	0.10	75.050		52.550	22.500	42.82	CHF	21.91
	L	ABB	45.510	8/12/24	0.55	21.240		14.930	6.310	42.26	CHF	21.04
	L	HSBC	643.900	8/12/24	0.22	710.000		527.000	183.000	34.72	GBP	20.67
	S	Nissan Motor	410.200	8/09/24	-0.56	934.000		694.000	240.000	34.58	JPY	20.62
		Panasonic	1,058.500	8/09/24	1.34	670.000		499.000	171.000	34.27	JPY	20.56
		⇓instrument	freshest		⇓ Δday	3/04/13	⇓ Δwk	6/04/12	prc diff	⇓ Δ39	Curr	∅-RS
		Standard Chartered	722.000	8/12/24	0.92	1,780.000		1,348.000	432.000	32.05	GBP	19.76
		Schneider Electric	211.250	8/12/24	0.38	58.300		42.210	16.090	38.12	EUR	19.16
		L´Oreal	376.650	8/12/24	-1.59	114.700		88.130	26.570	30.15	EUR	17.70
	L	Novartis	96.740	8/12/24	0.16	53.880		41.240	12.640	30.65	CHF	17.05
		Allianz	255.900	8/12/24		104.320		70.088	34.232	48.84	EUR	16.77
	S	Diageo	2,451.500	8/12/24	1.03	1,975.000		1,581.000	394.000	24.92	GBP	16.52
	S	Ford Motor	9.860	8/12/24	-2.38	12.750		10.040	2.710	26.99	USD	16.46
		Samsung Electronics	75,500.000	8/12/24	1.07	30,780.000		24,060.000	6,720.000	27.93	KRW	16.38
		UBS	24.850	8/12/24	0.44	14.370		10.690	3.680	34.42	CHF	16.06
	L	Pfizer	28.450	8/12/24	-0.35	27.690		21.610	6.080	28.14	USD	15.66
	L	Münchener Rück	439.200	8/12/24	1.01	137.250		96.570	40.680	42.12	EUR	15.39
	L	Texas Instruments	192.060	8/12/24	-0.08	34.560		27.090	7.470	27.57	USD	15.38
		Seven & i	1,672.500	8/09/24	-0.54	928.670		788.000	140.670	17.85	JPY	14.71
		Sanofi	95.670	8/12/24	-0.60	72.760		53.720	19.040	35.44	EUR	14.07
		Axa	32.350	8/12/24	-0.77	13.125		8.961	4.164	46.47	EUR	14.05
	L	Procter & Gamble	166.810	8/12/24	-2.19	76.680		61.400	15.280	24.89	USD	13.97
	L	3M	123.360	8/12/24	-0.65	103.280		82.620	20.660	25.01	USD	13.43
	S	Johnson & Johnson	159.880	8/12/24	-0.46	77.200		62.340	14.860	23.84	USD	13.20
	S	Mercedes-Benz	57.480	8/12/24	-0.57	44.985		34.850	10.135	29.08	EUR	13.10
		General Electric	166.870	8/12/24	-0.16	186.160		145.200	40.960	28.21	USD	12.66
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.350		9.390	1.960	20.87	AUD	12.32
	S	BASF	41.280	8/12/24	-0.22	71.570		53.480	18.090	33.83	EUR	12.10
	L	HP	33.780	8/12/24	0.72	9.069		9.564	-0.495	-5.18	USD	12.00
	L	Raytheon Tech	116.600	8/12/24	0.39	56.092		44.965	11.127	24.74	USD	11.98
	S	Volkswagen	93.500	8/12/24	-0.47	162.450		119.200	43.250	36.28	EUR	11.30
		⇓instrument	freshest		⇓ Δday	3/04/13	⇓ Δwk	6/04/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Nestlé	88.640	8/12/24	-0.40	65.450		54.200	11.250	20.76	CHF	11.28
		Repsol	12.765	8/12/24	0.67	16.695		12.230	4.465	36.51	EUR	10.85
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	57.420		48.585	8.835	18.18	USD	10.77
		Marsh & McLennan	217.350	8/12/24	-1.23	37.210		31.550	5.660	17.94	USD	10.53
	L	Unilever	55.100	8/12/24	-0.36	30.175		24.590	5.585	22.71	EUR	10.30
		PepsiCo	171.420	8/12/24	-0.56	76.600		67.480	9.120	13.52	USD	10.24
		Aegon	5.562	8/12/24	0.22	4.462		3.234	1.228	37.97	EUR	10.07
	S	Bristol-Myers	47.060	8/12/24	0.73	36.940		33.660	3.280	9.74	USD	9.59
		Canon	4,525.000	8/09/24	1.64	3,327.000		2,908.000	419.000	14.41	JPY	8.83
		Chevron	145.020	8/12/24	0.02	117.490		96.580	20.910	21.65	USD	8.30
		Nike	74.640	8/12/24	0.40	27.365		26.175	1.190	4.55	USD	8.05
	S	National Grid	978.400	8/12/24	-0.04	732.500		652.000	80.500	12.35	GBP	7.74
		Aviva	484.200	8/12/24	0.35	348.300		270.400	77.900	28.81	GBP	7.61
	L	Walmart	68.700	8/12/24	1.10	24.420		21.997	2.423	11.02	USD	7.21
		Siemens	157.200	8/12/24	0.01	77.207		62.487	14.720	23.56	EUR	6.79
		Banco Santander	4.089	8/12/24	-0.24	5.757		4.530	1.227	27.09	EUR	5.54
		BHP	2,094.000	8/12/24	-0.14	2,037.000		1,776.000	261.000	14.70	GBP	4.81
		Deutsche Bank	13.308	8/12/24	0.14	28.219		23.354	4.865	20.83	EUR	4.73
		Vivendi	9.488	8/12/24	0.40	15.540		12.975	2.565	19.77	EUR	4.70
	L	Philip Morris	116.090	8/12/24	0.07	92.360		81.910	10.450	12.76	USD	4.56
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,008.000		2,620.000	388.000	14.81	GBP	4.44
		Rio Tinto	4,942.000	8/12/24	0.56	3,316.000		2,899.500	416.500	14.36	GBP	4.35
	S	McDonald´s	269.460	8/12/24	0.58	95.070		86.320	8.750	10.14	USD	4.12
		Merck (MSD)	113.480	8/12/24	-0.93	43.340		37.460	5.880	15.70	USD	3.81
		IBM	189.480	8/12/24	-1.03	205.190		188.540	16.650	8.83	USD	3.69
		⇓instrument	freshest		⇓ Δday	3/04/13	⇓ Δwk	6/04/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Coca-Cola	68.170	8/12/24	-0.74	38.820		36.820	2.000	5.43	USD	3.42
	S	LVMH	635.100	8/12/24	-0.14	131.400		111.700	19.700	17.64	EUR	2.95
		GSK	1,572.000	8/12/24	0.42	1,471.250		1,436.490	34.760	2.42	GBP	2.68
		Exxon Mobil	119.000	8/12/24	0.13	88.950		77.830	11.120	14.29	USD	2.23
		Saint-Gobain	73.560	8/12/24	-0.41	30.055		27.885	2.170	7.78	EUR	1.66
		BP	439.600	8/12/24	1.35	443.900		406.950	36.950	9.08	GBP	1.09
		TotalEnergies	61.720	8/12/24	0.60	38.170		33.960	4.210	12.40	EUR	0.36
		Telefónica	4.032	8/12/24	0.12	10.395		9.385	1.010	10.76	EUR	-0.27
		ING Groep	15.232	8/12/24	0.21	5.968		4.664	1.304	27.96	EUR	-1.32
		Caterpillar	336.030	8/12/24	-0.66	89.750		83.260	6.490	7.79	USD	-1.33
	L	Vodafone	74.440	8/12/24	0.87	167.700		168.950	-1.250	-0.74	GBP	-2.16
		Microsoft	406.810	8/12/24	0.19	28.150		28.550	-0.400	-1.40	USD	-3.96
		Shell	33.025	8/12/24	0.93	25.295		24.515	0.780	3.18	EUR	-4.55
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.130		7.800	0.330	4.23	EUR	-7.42
	L	Anglo American	2,232.500	8/12/24	0.29	1,849.000		2,091.000	-242.000	-11.57	GBP	-7.62
	S	Intel	19.360	8/12/24	-1.78	21.270		25.040	-3.770	-15.06	USD	-10.34
	L	RWE	32.360	8/12/24	1.70	28.680		28.480	0.200	0.70	EUR	-10.82
	S	Engie	15.335	8/12/24	0.49	14.430		16.030	-1.600	-9.98	EUR	-16.60
	S	Orange	10.115	8/12/24	-0.25	7.724		10.270	-2.546	-24.79	EUR	-19.12
		E.on	12.325	8/12/24	0.78	11.632		13.096	-1.464	-11.18	EUR	-19.81
	L	Apple	217.530	8/12/24	0.71	15.002		20.153	-5.151	-25.56	USD	-26.56
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 3/04/13 / 6/04/12 - 86 did rise, Market-Ratio(39) = 90.53 %

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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