Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 4/29/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/29/13	⇓ Δwk	7/30/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,388.530		1,190.270	198.260	16.66	USD	11.66
		Bridgestone	5,582.000	8/09/24	-1.33	3,650.000		1,774.000	1,876.000	105.75	JPY	77.34
		Toyota	2,447.500	8/09/24	-0.14	1,139.000		598.000	541.000	90.47	JPY	60.39
	S	Sony	12,325.000	8/09/24	0.28	1,621.000		956.000	665.000	69.56	JPY	51.81
		Seven & i	1,672.500	8/09/24	-0.54	1,226.330		831.330	395.000	47.51	JPY	45.23
		Honda Motor	1,420.000	8/09/24	-0.14	1,322.000		831.670	490.330	58.96	JPY	40.52
		Citigroup	57.840	8/12/24		46.820		27.140	19.680	72.51	USD	37.12
	S	Kimberly-Clark	34.140	8/12/24	-1.01	42.170		27.450	14.720	53.62	MXN	36.81
	S	Nissan Motor	410.200	8/09/24	-0.56	1,044.000		744.000	300.000	40.32	JPY	32.64
		Carrefour	13.730	8/12/24	-0.36	22.805		14.645	8.160	55.72	EUR	32.23
		Prudential	635.400	8/12/24	0.41	1,109.000		778.000	331.000	42.54	GBP	31.71
		L´Oreal	376.650	8/12/24	-1.59	134.200		98.900	35.300	35.69	EUR	31.71
	L	Morgan Stanley	94.840	8/12/24	0.13	22.210		13.510	8.700	64.40	USD	30.15
		Panasonic	1,058.500	8/09/24	1.34	716.000		523.000	193.000	36.90	JPY	29.69
		Barclays	220.100	8/12/24	0.85	267.793		157.544	110.249	69.98	GBP	28.23
	L	Fox A	38.830	8/12/24	-1.27	30.990		23.270	7.720	33.18	USD	27.64
		Sanofi	95.670	8/12/24	-0.60	83.450		65.600	17.850	27.21	EUR	24.96
	S	Ford Motor	9.860	8/12/24	-2.38	13.660		9.100	4.560	50.11	USD	23.73
		UBS	24.850	8/12/24	0.44	15.710		10.930	4.780	43.73	CHF	23.50
	L	Goldman Sachs	485.500	8/12/24	-0.97	145.110		100.880	44.230	43.84	USD	23.27
		Axa	32.350	8/12/24	-0.77	14.425		10.000	4.425	44.25	EUR	22.83
		Nike	74.640	8/12/24	0.40	31.315		23.963	7.353	30.68	USD	22.81
	L	Bayer	25.960	8/12/24	-0.04	79.570		61.150	18.420	30.12	EUR	22.54
		Allianz	255.900	8/12/24		112.500		80.840	31.660	39.16	EUR	22.38
	L	Pfizer	28.450	8/12/24	-0.35	30.430		23.710	6.720	28.34	USD	22.03
		⇓instrument	freshest		⇓ Δday	4/29/13	⇓ Δwk	7/30/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Münchener Rück	439.200	8/12/24	1.01	150.800		115.750	35.050	30.28	EUR	21.78
	L	Ericsson	71.080	8/12/24	1.14	80.300		64.450	15.850	24.59	SEK	21.66
	S	Johnson & Johnson	159.880	8/12/24	-0.46	85.580		69.450	16.130	23.23	USD	21.56
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.419		5.370	2.049	38.16	EUR	20.98
		Aegon	5.562	8/12/24	0.22	5.001		3.726	1.275	34.22	EUR	20.19
		JP Morgan Chase	206.190	8/12/24	0.19	48.920		36.140	12.780	35.36	USD	19.95
	L	Novartis	96.740	8/12/24	0.16	57.580		47.540	10.040	21.12	CHF	19.92
	L	Alphabet A	162.290	8/12/24	-0.84	20.540		15.856	4.684	29.54	USD	19.56
		Canon	4,525.000	8/09/24	1.64	3,607.000		2,615.000	992.000	37.93	JPY	19.27
		Repsol	12.765	8/12/24	0.67	17.755		13.505	4.250	31.47	EUR	19.19
		Societe Generale	20.520	8/12/24	0.44	27.200		18.685	8.515	45.57	EUR	19.02
	L	Texas Instruments	192.060	8/12/24	-0.08	35.970		27.210	8.760	32.19	USD	18.99
	L	ABB	45.510	8/12/24	0.55	21.060		17.130	3.930	22.94	CHF	17.88
		GSK	1,572.000	8/12/24	0.42	1,699.920		1,475.780	224.140	15.19	GBP	17.30
	S	National Grid	978.400	8/12/24	-0.04	817.000		668.500	148.500	22.21	GBP	17.10
	L	HP	33.780	8/12/24	0.72	9.310		8.293	1.017	12.27	USD	16.56
		Schneider Electric	211.250	8/12/24	0.38	58.110		47.315	10.795	22.82	EUR	16.15
		PepsiCo	171.420	8/12/24	-0.56	82.650		72.750	9.900	13.61	USD	15.63
		Swiss Re	104.000	8/12/24	0.10	74.300		61.200	13.100	21.41	CHF	15.61
	L	HSBC	643.900	8/12/24	0.22	703.600		543.100	160.500	29.55	GBP	15.49
	S	Bristol-Myers	47.060	8/12/24	0.73	39.910		35.630	4.280	12.01	USD	15.44
	L	Unilever	55.100	8/12/24	-0.36	32.460		28.250	4.210	14.90	EUR	15.05
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,362.500		2,994.500	368.000	12.29	GBP	14.61
	L	Philips	26.060	8/12/24	-0.91	21.280		17.900	3.380	18.88	EUR	14.15
	L	Vodafone	74.440	8/12/24	0.87	196.850		182.500	14.350	7.86	GBP	13.47
		⇓instrument	freshest		⇓ Δday	4/29/13	⇓ Δwk	7/30/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Raytheon Tech	116.600	8/12/24	0.39	57.659		47.181	10.478	22.21	USD	13.18
		Microsoft	406.810	8/12/24	0.19	32.610		29.640	2.970	10.02	USD	13.06
	L	Procter & Gamble	166.810	8/12/24	-2.19	77.680		65.100	12.580	19.32	USD	12.98
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.820		10.070	1.750	17.38	AUD	12.81
		Vivendi	9.488	8/12/24	0.40	17.280		15.685	1.595	10.17	EUR	12.68
		Samsung Electronics	75,500.000	8/12/24	1.07	30,400.000		24,860.000	5,540.000	22.28	KRW	12.06
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	59.685		53.735	5.950	11.07	USD	11.88
		Merck (MSD)	113.480	8/12/24	-0.93	47.820		44.480	3.340	7.51	USD	11.78
	S	McDonald´s	269.460	8/12/24	0.58	102.180		89.330	12.850	14.38	USD	11.66
	L	3M	123.360	8/12/24	-0.65	103.830		91.280	12.550	13.75	USD	11.01
	S	Diageo	2,451.500	8/12/24	1.03	1,957.000		1,732.000	225.000	12.99	GBP	10.83
	L	Walmart	68.700	8/12/24	1.10	26.130		24.993	1.137	4.55	USD	10.79
	L	Coca-Cola	68.170	8/12/24	-0.74	42.240		40.560	1.680	4.14	USD	10.64
	L	Nestlé	88.640	8/12/24	-0.40	66.550		59.850	6.700	11.19	CHF	10.20
		Chevron	145.020	8/12/24	0.02	121.320		109.820	11.500	10.47	USD	10.11
	S	BASF	41.280	8/12/24	-0.22	70.730		60.240	10.490	17.41	EUR	9.62
		Marsh & McLennan	217.350	8/12/24	-1.23	37.550		33.720	3.830	11.36	USD	9.16
		Standard Chartered	722.000	8/12/24	0.92	1,636.000		1,505.500	130.500	8.67	GBP	8.69
		Telefónica	4.032	8/12/24	0.12	11.150		9.290	1.860	20.02	EUR	8.60
	L	Philip Morris	116.090	8/12/24	0.07	95.960		91.180	4.780	5.24	USD	7.63
		Deutsche Bank	13.308	8/12/24	0.14	28.006		21.150	6.857	32.42	EUR	5.69
	S	Mercedes-Benz	57.480	8/12/24	-0.57	41.825		40.090	1.735	4.33	EUR	5.59
		Siemens	157.200	8/12/24	0.01	77.110		67.087	10.023	14.94	EUR	5.13
		General Electric	166.870	8/12/24	-0.16	178.160		166.400	11.760	7.07	USD	5.10
		ING Groep	15.232	8/12/24	0.21	6.324		5.409	0.915	16.92	EUR	5.05
		⇓instrument	freshest		⇓ Δday	4/29/13	⇓ Δwk	7/30/12	prc diff	⇓ Δ39	Curr	∅-RS
		Saint-Gobain	73.560	8/12/24	-0.41	30.475		25.070	5.405	21.56	EUR	4.73
		BP	439.600	8/12/24	1.35	456.750		444.450	12.300	2.77	GBP	4.62
	S	Intel	19.360	8/12/24	-1.78	23.760		25.760	-2.000	-7.76	USD	3.95
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.068		9.198	-0.130	-1.41	EUR	3.83
	S	LVMH	635.100	8/12/24	-0.14	131.400		124.450	6.950	5.58	EUR	2.65
	S	Volkswagen	93.500	8/12/24	-0.47	153.000		137.200	15.800	11.52	EUR	2.25
		Banco Santander	4.089	8/12/24	-0.24	5.555		4.974	0.581	11.68	EUR	2.05
		TotalEnergies	61.720	8/12/24	0.60	38.125		37.450	0.675	1.80	EUR	0.94
		Exxon Mobil	119.000	8/12/24	0.13	88.210		87.560	0.650	0.74	USD	0.87
		IBM	189.480	8/12/24	-1.03	199.150		196.680	2.470	1.26	USD	0.41
		Shell	33.025	8/12/24	0.93	25.800		27.835	-2.035	-7.31	EUR	-1.72
	S	Engie	15.335	8/12/24	0.49	16.355		18.270	-1.915	-10.48	EUR	-2.06
		Aviva	484.200	8/12/24	0.35	308.400		299.000	9.400	3.14	GBP	-3.68
		Caterpillar	336.030	8/12/24	-0.66	84.800		85.690	-0.890	-1.04	USD	-3.72
		Rio Tinto	4,942.000	8/12/24	0.56	2,972.000		2,937.000	35.000	1.19	GBP	-5.12
		BHP	2,094.000	8/12/24	-0.14	1,832.000		1,880.000	-48.000	-2.55	GBP	-5.70
	S	Orange	10.115	8/12/24	-0.25	8.218		11.055	-2.837	-25.66	EUR	-9.64
		E.on	12.325	8/12/24	0.78	12.455		15.882	-3.427	-21.58	EUR	-10.67
	L	RWE	32.360	8/12/24	1.70	27.115		32.025	-4.910	-15.33	EUR	-13.05
	L	Anglo American	2,232.500	8/12/24	0.29	1,609.000		1,917.500	-308.500	-16.09	GBP	-15.48
	L	Apple	217.530	8/12/24	0.71	15.361		21.251	-5.890	-27.72	USD	-20.73
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 4/29/13 / 7/30/12 - 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


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