Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 4/15/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/15/13	⇓ Δwk	7/16/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,355.010		1,161.390	193.620	16.67	USD	9.42
		Bridgestone	5,582.000	8/09/24	-1.33	3,678.000		1,775.000	1,903.000	107.21	JPY	82.38
		Toyota	2,447.500	8/09/24	-0.14	1,103.000		611.000	492.000	80.52	JPY	58.01
	S	Sony	12,325.000	8/09/24	0.28	1,637.000		1,010.000	627.000	62.08	JPY	54.03
		Seven & i	1,672.500	8/09/24	-0.54	1,233.670		826.330	407.340	49.30	JPY	48.27
	S	Kimberly-Clark	34.140	8/12/24	-1.01	42.550		26.560	15.990	60.20	MXN	40.19
		Honda Motor	1,420.000	8/09/24	-0.14	1,273.330		827.000	446.330	53.97	JPY	36.63
		Barclays	220.100	8/12/24	0.85	274.121		145.674	128.447	88.17	GBP	32.86
		Citigroup	57.840	8/12/24		44.870		26.810	18.060	67.36	USD	32.71
	S	Nissan Motor	410.200	8/09/24	-0.56	1,007.000		703.000	304.000	43.24	JPY	28.88
		Prudential	635.400	8/12/24	0.41	1,062.000		762.000	300.000	39.37	GBP	27.87
	L	Bayer	25.960	8/12/24	-0.04	81.590		57.570	24.020	41.72	EUR	27.85
	L	Fox A	38.830	8/12/24	-1.27	30.400		21.850	8.550	39.13	USD	27.57
		Panasonic	1,058.500	8/09/24	1.34	700.000		567.000	133.000	23.46	JPY	27.20
	L	Morgan Stanley	94.840	8/12/24	0.13	21.480		14.250	7.230	50.74	USD	26.74
		Carrefour	13.730	8/12/24	-0.36	21.380		14.485	6.895	47.60	EUR	25.55
	L	Goldman Sachs	485.500	8/12/24	-0.97	146.460		97.680	48.780	49.94	USD	25.38
	L	Münchener Rück	439.200	8/12/24	1.01	152.350		114.700	37.650	32.82	EUR	24.45
		Sanofi	95.670	8/12/24	-0.60	81.900		60.950	20.950	34.37	EUR	24.41
	L	Philips	26.060	8/12/24	-0.91	22.710		16.240	6.470	39.84	EUR	23.87
	L	Pfizer	28.450	8/12/24	-0.35	30.450		23.130	7.320	31.65	USD	23.57
		L´Oreal	376.650	8/12/24	-1.59	123.300		92.090	31.210	33.89	EUR	22.40
		Canon	4,525.000	8/09/24	1.64	3,678.000		2,928.000	750.000	25.61	JPY	21.57
	L	Novartis	96.740	8/12/24	0.16	57.500		45.670	11.830	25.90	CHF	21.10
	S	Bristol-Myers	47.060	8/12/24	0.73	40.750		35.430	5.320	15.02	USD	18.76
		⇓instrument	freshest		⇓ Δday	4/15/13	⇓ Δwk	7/16/12	prc diff	⇓ Δ39	Curr	∅-RS
		UBS	24.850	8/12/24	0.44	14.920		10.360	4.560	44.02	CHF	18.52
		Axa	32.350	8/12/24	-0.77	13.735		10.010	3.725	37.21	EUR	18.06
		JP Morgan Chase	206.190	8/12/24	0.19	47.930		35.090	12.840	36.59	USD	17.93
	S	Ford Motor	9.860	8/12/24	-2.38	12.950		9.260	3.690	39.85	USD	17.76
		Allianz	255.900	8/12/24		107.106		79.900	27.206	34.05	EUR	17.62
		Nike	74.640	8/12/24	0.40	29.835		23.255	6.580	28.29	USD	17.40
	S	Johnson & Johnson	159.880	8/12/24	-0.46	81.710		68.450	13.260	19.37	USD	17.23
	L	Texas Instruments	192.060	8/12/24	-0.08	35.270		26.430	8.840	33.45	USD	17.03
	L	HP	33.780	8/12/24	0.72	9.392		8.542	0.849	9.94	USD	16.92
	L	Ericsson	71.080	8/12/24	1.14	76.550		60.750	15.800	26.01	SEK	16.68
	L	Procter & Gamble	166.810	8/12/24	-2.19	79.650		64.810	14.840	22.90	USD	16.63
	L	ABB	45.510	8/12/24	0.55	20.740		15.890	4.850	30.52	CHF	16.54
		Societe Generale	20.520	8/12/24	0.44	26.100		17.180	8.920	51.92	EUR	16.23
	L	Raytheon Tech	116.600	8/12/24	0.39	58.855		46.073	12.782	27.74	USD	16.19
	S	National Grid	978.400	8/12/24	-0.04	803.000		682.500	120.500	17.66	GBP	15.99
	L	Alphabet A	162.290	8/12/24	-0.84	19.609		14.417	5.191	36.01	USD	15.34
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,340.000		2,940.000	400.000	13.61	GBP	14.58
	S	Diageo	2,451.500	8/12/24	1.03	1,996.000		1,672.000	324.000	19.38	GBP	14.12
	L	3M	123.360	8/12/24	-0.65	105.760		88.100	17.660	20.05	USD	13.92
		GSK	1,572.000	8/12/24	0.42	1,642.500		1,462.680	179.820	12.29	GBP	13.87
	L	Unilever	55.100	8/12/24	-0.36	31.845		26.810	5.035	18.78	EUR	13.85
		Swiss Re	104.000	8/12/24	0.10	72.450		60.700	11.750	19.36	CHF	13.74
		Aegon	5.562	8/12/24	0.22	4.648		3.684	0.964	26.17	EUR	12.94
	L	HSBC	643.900	8/12/24	0.22	681.400		556.800	124.600	22.38	GBP	12.82
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.799		4.922	1.877	38.13	EUR	12.21
		⇓instrument	freshest		⇓ Δday	4/15/13	⇓ Δwk	7/16/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Walmart	68.700	8/12/24	1.10	26.157		24.327	1.830	7.52	USD	12.07
		Repsol	12.765	8/12/24	0.67	16.630		12.210	4.420	36.20	EUR	11.92
	S	McDonald´s	269.460	8/12/24	0.58	102.150		91.650	10.500	11.46	USD	11.82
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.560		9.850	1.710	17.36	AUD	11.38
		PepsiCo	171.420	8/12/24	-0.56	78.920		70.350	8.570	12.18	USD	11.26
		Schneider Electric	211.250	8/12/24	0.38	55.000		43.200	11.800	27.31	EUR	10.65
	L	Vodafone	74.440	8/12/24	0.87	191.000		183.300	7.700	4.20	GBP	10.60
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	58.435		52.185	6.250	11.98	USD	10.35
		Marsh & McLennan	217.350	8/12/24	-1.23	37.610		32.230	5.380	16.69	USD	9.99
		Merck (MSD)	113.480	8/12/24	-0.93	46.460		43.350	3.110	7.17	USD	9.50
		Samsung Electronics	75,500.000	8/12/24	1.07	29,500.000		23,220.000	6,280.000	27.05	KRW	9.23
	L	Nestlé	88.640	8/12/24	-0.40	65.550		59.000	6.550	11.10	CHF	9.21
		General Electric	166.870	8/12/24	-0.16	182.480		156.720	25.760	16.44	USD	8.29
		Standard Chartered	722.000	8/12/24	0.92	1,613.000		1,470.000	143.000	9.73	GBP	7.44
	S	BASF	41.280	8/12/24	-0.22	68.630		56.250	12.380	22.01	EUR	6.62
		Chevron	145.020	8/12/24	0.02	116.570		106.780	9.790	9.17	USD	6.35
		Vivendi	9.488	8/12/24	0.40	16.090		15.795	0.295	1.87	EUR	6.15
	L	Philip Morris	116.090	8/12/24	0.07	94.110		90.840	3.270	3.60	USD	5.84
	L	Coca-Cola	68.170	8/12/24	-0.74	40.090		38.240	1.850	4.84	USD	5.50
		IBM	189.480	8/12/24	-1.03	209.260		184.790	24.470	13.24	USD	5.46
		Siemens	157.200	8/12/24	0.01	77.023		66.243	10.780	16.27	EUR	5.43
		Telefónica	4.032	8/12/24	0.12	10.705		9.750	0.955	9.79	EUR	4.16
	S	LVMH	635.100	8/12/24	-0.14	131.250		118.300	12.950	10.95	EUR	2.58
		BP	439.600	8/12/24	1.35	446.500		441.500	5.000	1.13	GBP	2.36
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.757		9.139	-0.382	-4.18	EUR	0.39
		⇓instrument	freshest		⇓ Δday	4/15/13	⇓ Δwk	7/16/12	prc diff	⇓ Δ39	Curr	∅-RS
		Deutsche Bank	13.308	8/12/24	0.14	26.521		21.639	4.882	22.56	EUR	-0.23
	S	Mercedes-Benz	57.480	8/12/24	-0.57	39.435		36.565	2.870	7.85	EUR	-0.51
		Saint-Gobain	73.560	8/12/24	-0.41	28.975		28.100	0.875	3.11	EUR	-0.59
		Microsoft	406.810	8/12/24	0.19	28.690		29.440	-0.750	-2.55	USD	-0.75
		Exxon Mobil	119.000	8/12/24	0.13	86.490		85.050	1.440	1.69	USD	-0.98
		ING Groep	15.232	8/12/24	0.21	5.879		5.348	0.531	9.93	EUR	-1.89
		Banco Santander	4.089	8/12/24	-0.24	5.250		4.509	0.741	16.43	EUR	-3.13
		TotalEnergies	61.720	8/12/24	0.60	36.550		36.010	0.540	1.50	EUR	-3.24
	S	Volkswagen	93.500	8/12/24	-0.47	143.700		136.600	7.100	5.20	EUR	-3.45
	S	Engie	15.335	8/12/24	0.49	16.155		17.970	-1.815	-10.10	EUR	-3.74
	L	RWE	32.360	8/12/24	1.70	30.150		34.205	-4.055	-11.85	EUR	-4.01
		Rio Tinto	4,942.000	8/12/24	0.56	2,973.000		2,986.000	-13.000	-0.44	GBP	-5.63
		Shell	33.025	8/12/24	0.93	24.715		28.210	-3.495	-12.39	EUR	-6.03
		Aviva	484.200	8/12/24	0.35	300.400		296.300	4.100	1.38	GBP	-6.19
		BHP	2,094.000	8/12/24	-0.14	1,824.500		1,795.000	29.500	1.64	GBP	-6.30
		E.on	12.325	8/12/24	0.78	13.146		16.127	-2.982	-18.49	EUR	-6.42
	S	Intel	19.360	8/12/24	-1.78	21.380		25.130	-3.750	-14.92	USD	-7.24
		Caterpillar	336.030	8/12/24	-0.66	82.270		81.150	1.120	1.38	USD	-7.47
	S	Orange	10.115	8/12/24	-0.25	7.750		10.750	-3.000	-27.91	EUR	-15.67
	L	Anglo American	2,232.500	8/12/24	0.29	1,575.000		2,022.000	-447.000	-22.11	GBP	-18.41
	L	Apple	217.530	8/12/24	0.71	14.995		21.675	-6.681	-30.82	USD	-23.76
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 4/15/13 / 7/16/12 - 84 did rise, Market-Ratio(39) = 88.42 %

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