Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 5/20/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/20/13	⇓ Δwk	8/20/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,426.540		1,222.250	204.290	16.71	USD	13.76
	S	Sony	12,325.000	8/09/24	0.28	2,160.000		958.000	1,202.000	125.47	JPY	99.33
		Toyota	2,447.500	8/09/24	-0.14	1,322.000		649.000	673.000	103.70	JPY	80.73
		Bridgestone	5,582.000	8/09/24	-1.33	3,656.000		1,855.000	1,801.000	97.09	JPY	71.89
		Panasonic	1,058.500	8/09/24	1.34	911.000		601.000	310.000	51.58	JPY	63.17
	S	Nissan Motor	410.200	8/09/24	-0.56	1,225.000		798.000	427.000	53.51	JPY	53.53
		Seven & i	1,672.500	8/09/24	-0.54	1,293.000		853.670	439.330	51.46	JPY	49.83
		Honda Motor	1,420.000	8/09/24	-0.14	1,427.330		881.330	546.000	61.95	JPY	48.96
		Citigroup	57.840	8/12/24		51.600		29.980	21.620	72.11	USD	47.69
	L	Morgan Stanley	94.840	8/12/24	0.13	25.070		14.830	10.240	69.05	USD	44.03
		Barclays	220.100	8/12/24	0.85	301.325		176.342	124.983	70.88	GBP	41.23
		UBS	24.850	8/12/24	0.44	17.920		10.530	7.390	70.18	CHF	37.98
		Prudential	635.400	8/12/24	0.41	1,180.000		808.000	372.000	46.04	GBP	36.75
		Societe Generale	20.520	8/12/24	0.44	32.155		20.770	11.385	54.81	EUR	36.57
	S	Ford Motor	9.860	8/12/24	-2.38	15.050		9.630	5.420	56.28	USD	34.47
		Carrefour	13.730	8/12/24	-0.36	23.475		16.050	7.425	46.26	EUR	32.76
	L	Goldman Sachs	485.500	8/12/24	-0.97	158.900		105.280	53.620	50.93	USD	32.69
	L	Fox A	38.830	8/12/24	-1.27	33.050		23.060	9.990	43.32	USD	32.39
	L	Alphabet A	162.290	8/12/24	-0.84	22.784		16.941	5.843	34.49	USD	30.12
		L´Oreal	376.650	8/12/24	-1.59	135.350		101.300	34.050	33.61	EUR	30.11
		Allianz	255.900	8/12/24		120.337		87.610	32.727	37.36	EUR	28.45
	S	Kimberly-Clark	34.140	8/12/24	-1.01	40.610		27.260	13.350	48.97	MXN	28.34
		Nike	74.640	8/12/24	0.40	32.665		23.943	8.723	36.43	USD	27.17
		JP Morgan Chase	206.190	8/12/24	0.19	52.290		37.370	14.920	39.93	USD	26.83
		Canon	4,525.000	8/09/24	1.64	3,836.000		2,748.000	1,088.000	39.59	JPY	26.68
		⇓instrument	freshest		⇓ Δday	5/20/13	⇓ Δwk	8/20/12	prc diff	⇓ Δ39	Curr	∅-RS
	S	Mercedes-Benz	57.480	8/12/24	-0.57	50.370		41.900	8.470	20.21	EUR	26.59
	L	Bayer	25.960	8/12/24	-0.04	84.120		62.750	21.370	34.06	EUR	26.23
		Axa	32.350	8/12/24	-0.77	15.130		11.425	3.705	32.43	EUR	26.10
	S	Bristol-Myers	47.060	8/12/24	0.73	43.760		31.700	12.060	38.04	USD	25.25
	L	HSBC	643.900	8/12/24	0.22	769.900		563.100	206.800	36.73	GBP	24.42
		Sanofi	95.670	8/12/24	-0.60	84.310		67.100	17.210	25.65	EUR	23.47
	L	Novartis	96.740	8/12/24	0.16	60.330		48.620	11.710	24.08	CHF	23.25
	S	Johnson & Johnson	159.880	8/12/24	-0.46	88.010		67.700	20.310	30.00	USD	23.10
		Repsol	12.765	8/12/24	0.67	18.330		15.355	2.975	19.37	EUR	21.43
		Microsoft	406.810	8/12/24	0.19	35.080		30.740	4.340	14.12	USD	21.23
	L	HP	33.780	8/12/24	0.72	9.619		9.124	0.495	5.43	USD	21.17
	L	ABB	45.510	8/12/24	0.55	21.910		17.540	4.370	24.91	CHF	20.75
		ING Groep	15.232	8/12/24	0.21	7.335		5.806	1.529	26.33	EUR	20.18
	L	Texas Instruments	192.060	8/12/24	-0.08	36.630		29.530	7.100	24.04	USD	20.15
	S	National Grid	978.400	8/12/24	-0.04	847.500		700.500	147.000	20.99	GBP	20.10
		Deutsche Bank	13.308	8/12/24	0.14	31.935		22.422	9.513	42.43	EUR	19.79
	L	Ericsson	71.080	8/12/24	1.14	79.900		64.300	15.600	24.26	SEK	19.47
	L	Raytheon Tech	116.600	8/12/24	0.39	61.189		50.397	10.793	21.42	USD	18.99
		GSK	1,572.000	8/12/24	0.42	1,734.170		1,481.820	252.350	17.03	GBP	18.62
		Aegon	5.562	8/12/24	0.22	5.044		4.159	0.885	21.28	EUR	18.61
		Marsh & McLennan	217.350	8/12/24	-1.23	41.090		34.140	6.950	20.36	USD	18.47
		Schneider Electric	211.250	8/12/24	0.38	60.100		51.470	8.630	16.77	EUR	18.41
	L	3M	123.360	8/12/24	-0.65	111.720		93.890	17.830	18.99	USD	18.10
		UnibailRodaWestfield	5.550	8/12/24	0.73	12.510		10.030	2.480	24.73	AUD	17.82
	L	Münchener Rück	439.200	8/12/24	1.01	148.100		118.600	29.500	24.87	EUR	17.31
		⇓instrument	freshest		⇓ Δday	5/20/13	⇓ Δwk	8/20/12	prc diff	⇓ Δ39	Curr	∅-RS
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.320		5.910	1.410	23.86	EUR	16.86
	L	Philips	26.060	8/12/24	-0.91	22.155		18.835	3.320	17.63	EUR	16.07
	S	Volkswagen	93.500	8/12/24	-0.47	173.900		146.100	27.800	19.03	EUR	15.46
	L	Unilever	55.100	8/12/24	-0.36	32.810		27.955	4.855	17.37	EUR	14.86
		PepsiCo	171.420	8/12/24	-0.56	82.590		73.330	9.260	12.63	USD	14.15
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,390.500		2,986.500	404.000	13.53	GBP	14.14
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	61.550		52.975	8.575	16.19	USD	14.13
	S	Diageo	2,451.500	8/12/24	1.03	2,045.000		1,687.000	358.000	21.22	GBP	14.12
	L	Procter & Gamble	166.810	8/12/24	-2.19	79.090		66.750	12.340	18.49	USD	13.73
	L	Pfizer	28.450	8/12/24	-0.35	28.700		23.910	4.790	20.03	USD	13.39
	S	BASF	41.280	8/12/24	-0.22	73.940		62.300	11.640	18.68	EUR	13.32
	L	Vodafone	74.440	8/12/24	0.87	197.600		186.750	10.850	5.81	GBP	13.07
		Saint-Gobain	73.560	8/12/24	-0.41	32.780		27.780	5.000	18.00	EUR	12.70
		Chevron	145.020	8/12/24	0.02	124.780		112.520	12.260	10.90	USD	12.20
	S	LVMH	635.100	8/12/24	-0.14	142.300		133.650	8.650	6.47	EUR	10.75
		Samsung Electronics	75,500.000	8/12/24	1.07	30,180.000		25,500.000	4,680.000	18.35	KRW	10.61
	S	McDonald´s	269.460	8/12/24	0.58	101.540		88.170	13.370	15.16	USD	10.53
	L	Coca-Cola	68.170	8/12/24	-0.74	42.380		39.470	2.910	7.37	USD	10.44
		General Electric	166.870	8/12/24	-0.16	188.560		167.440	21.120	12.61	USD	10.17
	L	Nestlé	88.640	8/12/24	-0.40	66.950		60.100	6.850	11.40	CHF	9.68
		Swiss Re	104.000	8/12/24	0.10	71.500		60.900	10.600	17.41	CHF	9.64
		Telefónica	4.032	8/12/24	0.12	11.095		10.595	0.500	4.72	EUR	7.99
		BP	439.600	8/12/24	1.35	472.550		452.000	20.550	4.55	GBP	7.61
	L	Walmart	68.700	8/12/24	1.10	25.800		24.100	1.700	7.05	USD	7.51
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.406		9.489	-0.083	-0.87	EUR	7.25
		⇓instrument	freshest		⇓ Δday	5/20/13	⇓ Δwk	8/20/12	prc diff	⇓ Δ39	Curr	∅-RS
		Standard Chartered	722.000	8/12/24	0.92	1,626.000		1,399.500	226.500	16.18	GBP	7.15
		Siemens	157.200	8/12/24	0.01	78.692		72.511	6.181	8.52	EUR	6.24
	S	Intel	19.360	8/12/24	-1.78	24.080		26.230	-2.150	-8.20	USD	6.14
	L	Philip Morris	116.090	8/12/24	0.07	95.000		93.170	1.830	1.96	USD	6.11
		Aviva	484.200	8/12/24	0.35	339.400		325.000	14.400	4.43	GBP	5.67
		Exxon Mobil	119.000	8/12/24	0.13	92.520		87.950	4.570	5.20	USD	5.43
		IBM	189.480	8/12/24	-1.03	207.600		200.500	7.100	3.54	USD	4.73
		Merck (MSD)	113.480	8/12/24	-0.93	45.210		43.750	1.460	3.34	USD	4.57
		TotalEnergies	61.720	8/12/24	0.60	39.335		40.450	-1.115	-2.76	EUR	3.65
		Caterpillar	336.030	8/12/24	-0.66	88.330		90.440	-2.110	-2.33	USD	0.94
		Shell	33.025	8/12/24	0.93	26.330		28.595	-2.265	-7.92	EUR	0.30
	S	Engie	15.335	8/12/24	0.49	16.665		20.170	-3.505	-17.38	EUR	-0.01
		Banco Santander	4.089	8/12/24	-0.24	5.465		5.640	-0.175	-3.10	EUR	-0.46
		BHP	2,094.000	8/12/24	-0.14	1,925.000		1,950.500	-25.500	-1.31	GBP	-0.91
		Vivendi	9.488	8/12/24	0.40	15.315		15.900	-0.585	-3.68	EUR	-1.74
		Rio Tinto	4,942.000	8/12/24	0.56	2,903.500		3,000.000	-96.500	-3.22	GBP	-7.00
	S	Orange	10.115	8/12/24	-0.25	8.296		11.495	-3.199	-27.83	EUR	-7.60
	L	RWE	32.360	8/12/24	1.70	27.420		33.400	-5.980	-17.90	EUR	-11.27
		E.on	12.325	8/12/24	0.78	11.782		16.500	-4.718	-28.60	EUR	-14.49
	L	Anglo American	2,232.500	8/12/24	0.29	1,553.000		1,914.500	-361.500	-18.88	GBP	-16.88
	L	Apple	217.530	8/12/24	0.71	15.819		23.755	-7.937	-33.41	USD	-17.14
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 5/20/13 / 8/20/12 - 80 did rise, Market-Ratio(39) = 84.21 %

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