Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 3/11/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/11/13	⇓ Δwk	6/11/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,354.640		1,126.320	228.320	20.27	USD	10.07
		Bridgestone	5,582.000	8/09/24	-1.33	3,265.000		1,707.000	1,558.000	91.27	JPY	67.95
		Toyota	2,447.500	8/09/24	-0.14	996.000		608.000	388.000	63.82	JPY	46.80
	S	Kimberly-Clark	34.140	8/12/24	-1.01	42.490		24.300	18.190	74.86	MXN	45.69
		Citigroup	57.840	8/12/24		47.600		26.480	21.120	79.76	USD	43.39
	S	Sony	12,325.000	8/09/24	0.28	1,518.000		1,024.000	494.000	48.24	JPY	42.48
		Barclays	220.100	8/12/24	0.85	287.746		176.019	111.727	63.47	GBP	42.07
		Societe Generale	20.520	8/12/24	0.44	30.925		16.965	13.960	82.29	EUR	40.02
	L	Morgan Stanley	94.840	8/12/24	0.13	23.100		13.370	9.730	72.77	USD	37.80
		Honda Motor	1,420.000	8/09/24	-0.14	1,240.330		834.670	405.660	48.60	JPY	34.83
	L	Fox A	38.830	8/12/24	-1.27	30.690		19.140	11.550	60.34	USD	34.09
	L	Goldman Sachs	485.500	8/12/24	-0.97	153.300		92.800	60.500	65.19	USD	33.36
		Carrefour	13.730	8/12/24	-0.36	22.325		13.820	8.505	61.54	EUR	33.05
	L	Philips	26.060	8/12/24	-0.91	22.705		14.455	8.250	57.07	EUR	28.77
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.662		5.152	2.510	48.72	EUR	28.21
	L	Ericsson	71.080	8/12/24	1.14	82.800		62.350	20.450	32.80	SEK	28.09
	S	Nissan Motor	410.200	8/09/24	-0.56	992.000		763.000	229.000	30.01	JPY	27.78
		Prudential	635.400	8/12/24	0.41	1,027.000		700.000	327.000	46.71	GBP	27.41
	L	Bayer	25.960	8/12/24	-0.04	77.700		50.060	27.640	55.21	EUR	26.36
	L	Alphabet A	162.290	8/12/24	-0.84	20.935		14.257	6.679	46.85	USD	25.86
		JP Morgan Chase	206.190	8/12/24	0.19	50.480		32.820	17.660	53.81	USD	25.27
	L	HSBC	643.900	8/12/24	0.22	734.700		533.800	200.900	37.64	GBP	24.33
		Swiss Re	104.000	8/12/24	0.10	76.850		55.350	21.500	38.84	CHF	24.08
		Allianz	255.900	8/12/24		110.750		72.690	38.060	52.36	EUR	23.64
	L	ABB	45.510	8/12/24	0.55	21.640		15.630	6.010	38.45	CHF	23.04
		⇓instrument	freshest		⇓ Δday	3/11/13	⇓ Δwk	6/11/12	prc diff	⇓ Δ39	Curr	∅-RS
		Seven & i	1,672.500	8/09/24	-0.54	999.670		759.330	240.340	31.65	JPY	23.02
		Axa	32.350	8/12/24	-0.77	14.110		9.681	4.429	45.75	EUR	22.48
		Standard Chartered	722.000	8/12/24	0.92	1,822.000		1,347.500	474.500	35.21	GBP	22.38
		Schneider Electric	211.250	8/12/24	0.38	60.000		43.535	16.465	37.82	EUR	22.37
		Panasonic	1,058.500	8/09/24	1.34	677.000		563.000	114.000	20.25	JPY	21.96
	S	Ford Motor	9.860	8/12/24	-2.38	13.340		10.450	2.890	27.66	USD	21.80
		UBS	24.850	8/12/24	0.44	15.090		11.010	4.080	37.06	CHF	21.59
		L´Oreal	376.650	8/12/24	-1.59	119.050		92.420	26.630	28.81	EUR	21.57
	L	Münchener Rück	439.200	8/12/24	1.01	144.750		101.700	43.050	42.33	EUR	21.17
	L	Texas Instruments	192.060	8/12/24	-0.08	35.520		27.650	7.870	28.46	USD	18.44
	L	HP	33.780	8/12/24	0.72	9.550		9.723	-0.173	-1.78	USD	18.35
		Sanofi	95.670	8/12/24	-0.60	75.550		54.950	20.600	37.49	EUR	17.92
	L	Novartis	96.740	8/12/24	0.16	54.540		41.880	12.660	30.23	CHF	17.90
		Aegon	5.562	8/12/24	0.22	4.781		3.285	1.496	45.54	EUR	17.69
	L	Pfizer	28.450	8/12/24	-0.35	28.250		22.100	6.150	27.83	USD	17.43
	S	Diageo	2,451.500	8/12/24	1.03	1,998.500		1,588.500	410.000	25.81	GBP	17.33
	L	Raytheon Tech	116.600	8/12/24	0.39	58.471		46.960	11.510	24.51	USD	16.59
	L	3M	123.360	8/12/24	-0.65	105.810		85.180	20.630	24.22	USD	15.84
	S	Volkswagen	93.500	8/12/24	-0.47	168.980		124.000	44.980	36.27	EUR	15.49
	S	Mercedes-Benz	57.480	8/12/24	-0.57	45.910		35.225	10.685	30.33	EUR	15.47
		Canon	4,525.000	8/09/24	1.64	3,521.000		3,201.000	320.000	10.00	JPY	15.38
	S	BASF	41.280	8/12/24	-0.22	73.480		55.830	17.650	31.61	EUR	14.91
	L	Procter & Gamble	166.810	8/12/24	-2.19	77.350		62.540	14.810	23.68	USD	14.69
	L	Nestlé	88.640	8/12/24	-0.40	67.650		54.800	12.850	23.45	CHF	14.68
	S	Johnson & Johnson	159.880	8/12/24	-0.46	78.440		62.120	16.320	26.27	USD	14.65
		⇓instrument	freshest		⇓ Δday	3/11/13	⇓ Δwk	6/11/12	prc diff	⇓ Δ39	Curr	∅-RS
		Repsol	12.765	8/12/24	0.67	17.135		12.535	4.600	36.70	EUR	14.09
		General Electric	166.870	8/12/24	-0.16	188.960		152.880	36.080	23.60	USD	13.90
	L	Unilever	55.100	8/12/24	-0.36	31.155		25.030	6.125	24.47	EUR	13.50
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.480		9.720	1.760	18.11	AUD	13.13
		Samsung Electronics	75,500.000	8/12/24	1.07	29,880.000		24,340.000	5,540.000	22.76	KRW	12.40
		Siemens	157.200	8/12/24	0.01	80.720		63.138	17.582	27.85	EUR	11.51
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	57.820		49.995	7.825	15.65	USD	11.10
	S	Bristol-Myers	47.060	8/12/24	0.73	37.520		34.180	3.340	9.77	USD	11.07
		PepsiCo	171.420	8/12/24	-0.56	76.850		68.050	8.800	12.93	USD	10.18
		Marsh & McLennan	217.350	8/12/24	-1.23	36.980		31.520	5.460	17.32	USD	9.53
		BHP	2,094.000	8/12/24	-0.14	2,126.000		1,765.000	361.000	20.45	GBP	9.32
		Chevron	145.020	8/12/24	0.02	118.730		99.910	18.820	18.84	USD	9.30
	L	Vodafone	74.440	8/12/24	0.87	185.750		171.050	14.700	8.59	GBP	8.42
	S	McDonald´s	269.460	8/12/24	0.58	98.890		86.590	12.300	14.20	USD	8.40
		Banco Santander	4.089	8/12/24	-0.24	5.903		4.835	1.068	22.09	EUR	8.36
		Rio Tinto	4,942.000	8/12/24	0.56	3,438.000		2,851.000	587.000	20.59	GBP	8.25
	S	National Grid	978.400	8/12/24	-0.04	737.000		659.500	77.500	11.75	GBP	8.16
		Deutsche Bank	13.308	8/12/24	0.14	29.105		24.163	4.942	20.45	EUR	8.13
		Nike	74.640	8/12/24	0.40	27.265		26.865	0.400	1.49	USD	7.65
		Vivendi	9.488	8/12/24	0.40	15.985		13.535	2.450	18.10	EUR	7.43
		ING Groep	15.232	8/12/24	0.21	6.469		4.850	1.619	33.38	EUR	7.24
		Telefónica	4.032	8/12/24	0.12	11.100		9.683	1.417	14.63	EUR	6.87
		Saint-Gobain	73.560	8/12/24	-0.41	31.490		26.925	4.565	16.95	EUR	6.83
	S	LVMH	635.100	8/12/24	-0.14	136.100		120.250	15.850	13.18	EUR	6.58
	L	Walmart	68.700	8/12/24	1.10	24.327		22.510	1.817	8.07	USD	6.35
		⇓instrument	freshest		⇓ Δday	3/11/13	⇓ Δwk	6/11/12	prc diff	⇓ Δ39	Curr	∅-RS
		IBM	189.480	8/12/24	-1.03	210.080		192.510	17.570	9.13	USD	6.12
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,039.000		2,665.000	374.000	14.03	GBP	5.40
		GSK	1,572.000	8/12/24	0.42	1,502.980		1,450.090	52.890	3.65	GBP	4.82
	L	Coca-Cola	68.170	8/12/24	-0.74	39.310		37.330	1.980	5.30	USD	4.49
		Merck (MSD)	113.480	8/12/24	-0.93	43.660		38.470	5.190	13.49	USD	4.33
		TotalEnergies	61.720	8/12/24	0.60	39.315		34.695	4.620	13.32	EUR	3.57
		BP	439.600	8/12/24	1.35	452.550		414.900	37.650	9.07	GBP	3.30
	L	Philip Morris	116.090	8/12/24	0.07	91.210		84.380	6.830	8.09	USD	3.10
		Exxon Mobil	119.000	8/12/24	0.13	89.160		80.270	8.890	11.08	USD	2.43
		Caterpillar	336.030	8/12/24	-0.66	91.180		85.190	5.990	7.03	USD	0.61
		Aviva	484.200	8/12/24	0.35	322.200		268.900	53.300	19.82	GBP	-0.36
		Shell	33.025	8/12/24	0.93	25.405		25.285	0.120	0.47	EUR	-3.99
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.400		7.873	0.527	6.69	EUR	-4.22
		Microsoft	406.810	8/12/24	0.19	27.870		28.895	-1.025	-3.55	USD	-4.70
	L	Anglo American	2,232.500	8/12/24	0.29	1,861.000		2,069.500	-208.500	-10.07	GBP	-6.48
	S	Intel	19.360	8/12/24	-1.78	21.690		25.985	-4.295	-16.53	USD	-8.18
	L	RWE	32.360	8/12/24	1.70	28.600		28.570	0.030	0.11	EUR	-10.75
	S	Engie	15.335	8/12/24	0.49	14.660		16.295	-1.635	-10.03	EUR	-14.74
	S	Orange	10.115	8/12/24	-0.25	7.977		9.638	-1.661	-17.23	EUR	-15.84
		E.on	12.325	8/12/24	0.78	11.955		13.027	-1.073	-8.24	EUR	-17.08
	L	Apple	217.530	8/12/24	0.71	15.638		20.399	-4.761	-23.34	USD	-23.02
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 3/11/13 / 6/11/12 - 87 did rise, Market-Ratio(39) = 91.58 %

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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