Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 7/15/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/15/13	⇓ Δwk	10/15/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,409.630		1,249.960	159.670	12.77	USD	8.98
	S	Sony	12,325.000	8/09/24	0.28	2,203.000		907.000	1,296.000	142.89	JPY	88.54
		Bridgestone	5,582.000	8/09/24	-1.33	3,780.000		1,753.000	2,027.000	115.63	JPY	61.38
		Toyota	2,447.500	8/09/24	-0.14	1,286.000		593.000	693.000	116.86	JPY	59.97
	L	HP	33.780	8/12/24	0.72	11.980		6.571	5.409	82.31	USD	48.26
		Panasonic	1,058.500	8/09/24	1.34	847.000		481.000	366.000	76.09	JPY	45.34
	S	Ford Motor	9.860	8/12/24	-2.38	17.120		10.220	6.900	67.51	USD	43.73
		Seven & i	1,672.500	8/09/24	-0.54	1,294.330		761.670	532.660	69.93	JPY	41.23
	L	Morgan Stanley	94.840	8/12/24	0.13	26.690		17.750	8.940	50.37	USD	39.28
		Citigroup	57.840	8/12/24		51.810		36.660	15.150	41.33	USD	34.23
	S	Nissan Motor	410.200	8/09/24	-0.56	1,106.000		686.000	420.000	61.22	JPY	31.63
		Honda Motor	1,420.000	8/09/24	-0.14	1,275.330		809.330	466.000	57.58	JPY	25.83
	S	Kimberly-Clark	34.140	8/12/24	-1.01	43.010		31.470	11.540	36.67	MXN	25.39
	L	Goldman Sachs	485.500	8/12/24	-0.97	163.000		124.500	38.500	30.92	USD	25.32
		Axa	32.350	8/12/24	-0.77	16.135		11.830	4.305	36.39	EUR	24.90
	S	Bristol-Myers	47.060	8/12/24	0.73	45.160		33.930	11.230	33.10	USD	24.09
	L	Alphabet A	162.290	8/12/24	-0.84	23.189		18.582	4.607	24.79	USD	24.00
		JP Morgan Chase	206.190	8/12/24	0.19	54.890		42.380	12.510	29.52	USD	23.88
		Barclays	220.100	8/12/24	0.85	286.130		218.789	67.341	30.78	GBP	23.62
	S	Mercedes-Benz	57.480	8/12/24	-0.57	51.400		38.165	13.235	34.68	EUR	23.52
		Aegon	5.562	8/12/24	0.22	5.601		4.186	1.415	33.80	EUR	22.93
		Microsoft	406.810	8/12/24	0.19	36.170		29.510	6.660	22.57	USD	22.19
		Prudential	635.400	8/12/24	0.41	1,125.000		846.500	278.500	32.90	GBP	21.45
	S	Johnson & Johnson	159.880	8/12/24	-0.46	90.400		68.600	21.800	31.78	USD	21.09
		UBS	24.850	8/12/24	0.44	16.760		12.010	4.750	39.55	CHF	21.02
		⇓instrument	freshest		⇓ Δday	7/15/13	⇓ Δwk	10/15/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Texas Instruments	192.060	8/12/24	-0.08	37.790		28.220	9.570	33.91	USD	19.46
		Nike	74.640	8/12/24	0.40	31.675		23.903	7.773	32.52	USD	19.43
		L´Oreal	376.650	8/12/24	-1.59	130.850		98.300	32.550	33.11	EUR	19.23
	L	Raytheon Tech	116.600	8/12/24	0.39	63.084		47.923	15.161	31.63	USD	18.09
	L	Bayer	25.960	8/12/24	-0.04	84.670		68.270	16.400	24.02	EUR	18.07
	L	Ericsson	71.080	8/12/24	1.14	81.400		59.050	22.350	37.85	SEK	17.76
		GSK	1,572.000	8/12/24	0.42	1,757.340		1,447.570	309.770	21.40	GBP	17.55
	L	3M	123.360	8/12/24	-0.65	114.850		92.790	22.060	23.77	USD	16.86
		Allianz	255.900	8/12/24		116.983		92.970	24.013	25.83	EUR	16.48
		Marsh & McLennan	217.350	8/12/24	-1.23	41.570		34.540	7.030	20.35	USD	15.59
		PepsiCo	171.420	8/12/24	-0.56	84.720		70.340	14.380	20.44	USD	14.09
		ING Groep	15.232	8/12/24	0.21	7.381		6.697	0.684	10.21	EUR	13.50
		Carrefour	13.730	8/12/24	-0.36	21.585		16.225	5.360	33.04	EUR	13.41
	L	Novartis	96.740	8/12/24	0.16	58.000		48.420	9.580	19.79	CHF	13.29
	L	HSBC	643.900	8/12/24	0.22	730.600		600.300	130.300	21.71	GBP	13.09
	L	Procter & Gamble	166.810	8/12/24	-2.19	81.510		68.710	12.800	18.63	USD	12.90
	L	ABB	45.510	8/12/24	0.55	21.390		17.720	3.670	20.71	CHF	12.34
	L	Fox A	38.830	8/12/24	-1.27	30.000		24.360	5.640	23.15	USD	11.89
	L	Philips	26.060	8/12/24	-0.91	22.610		18.700	3.910	20.91	EUR	11.09
		Sanofi	95.670	8/12/24	-0.60	80.200		67.130	13.070	19.47	EUR	10.76
	L	Vodafone	74.440	8/12/24	0.87	195.500		173.300	22.200	12.81	GBP	10.47
		Canon	4,525.000	8/09/24	1.64	3,371.000		2,471.000	900.000	36.42	JPY	10.33
		Aviva	484.200	8/12/24	0.35	366.600		330.500	36.100	10.92	GBP	9.99
	L	Pfizer	28.450	8/12/24	-0.35	28.790		25.570	3.220	12.59	USD	9.60
		Saint-Gobain	73.560	8/12/24	-0.41	32.475		26.495	5.980	22.57	EUR	9.56
		⇓instrument	freshest		⇓ Δday	7/15/13	⇓ Δwk	10/15/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Münchener Rück	439.200	8/12/24	1.01	145.650		124.600	21.050	16.89	EUR	9.55
		Societe Generale	20.520	8/12/24	0.44	28.285		24.345	3.940	16.18	EUR	9.41
		Merck (MSD)	113.480	8/12/24	-0.93	48.520		46.590	1.930	4.14	USD	8.97
	S	Diageo	2,451.500	8/12/24	1.03	2,017.000		1,772.000	245.000	13.83	GBP	8.88
		Chevron	145.020	8/12/24	0.02	124.680		112.820	11.860	10.51	USD	8.85
		Swiss Re	104.000	8/12/24	0.10	73.100		64.400	8.700	13.51	CHF	8.21
	L	Unilever	55.100	8/12/24	-0.36	31.840		28.230	3.610	12.79	EUR	8.13
	S	McDonald´s	269.460	8/12/24	0.58	100.750		93.500	7.250	7.75	USD	7.81
		General Electric	166.870	8/12/24	-0.16	189.040		181.120	7.920	4.37	USD	7.20
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.690		10.690	1.000	9.35	AUD	6.67
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,262.000		2,881.500	380.500	13.20	GBP	6.67
	S	Intel	19.360	8/12/24	-1.78	23.940		21.730	2.210	10.17	USD	6.64
	S	Volkswagen	93.500	8/12/24	-0.47	167.420		146.250	21.170	14.48	EUR	6.41
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	58.820		54.230	4.590	8.46	USD	6.38
	S	National Grid	978.400	8/12/24	-0.04	763.500		694.500	69.000	9.94	GBP	5.86
	L	Coca-Cola	68.170	8/12/24	-0.74	41.010		38.130	2.880	7.55	USD	5.59
	L	Walmart	68.700	8/12/24	1.10	25.677		25.717	-0.040	-0.16	USD	5.04
		Repsol	12.765	8/12/24	0.67	16.650		14.820	1.830	12.35	EUR	4.82
		Deutsche Bank	13.308	8/12/24	0.14	28.807		28.036	0.770	2.75	EUR	4.67
		Exxon Mobil	119.000	8/12/24	0.13	93.250		91.510	1.740	1.90	USD	4.46
		Siemens	157.200	8/12/24	0.01	79.860		74.083	5.777	7.80	EUR	4.40
		BP	439.600	8/12/24	1.35	465.850		429.550	36.300	8.45	GBP	4.15
	S	BASF	41.280	8/12/24	-0.22	70.800		64.900	5.900	9.09	EUR	3.94
		Schneider Electric	211.250	8/12/24	0.38	55.010		47.540	7.470	15.71	EUR	3.09
	L	Nestlé	88.640	8/12/24	-0.40	63.950		61.750	2.200	3.56	CHF	2.72
		⇓instrument	freshest		⇓ Δday	7/15/13	⇓ Δwk	10/15/12	prc diff	⇓ Δ39	Curr	∅-RS
	S	LVMH	635.100	8/12/24	-0.14	133.950		123.800	10.150	8.20	EUR	2.48
		TotalEnergies	61.720	8/12/24	0.60	38.995		38.500	0.495	1.29	EUR	1.28
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.970		9.039	-0.069	-0.76	EUR	1.03
		Standard Chartered	722.000	8/12/24	0.92	1,546.500		1,461.500	85.000	5.82	GBP	0.38
		Caterpillar	336.030	8/12/24	-0.66	87.400		82.810	4.590	5.54	USD	0.18
	L	Philip Morris	116.090	8/12/24	0.07	89.610		92.060	-2.450	-2.66	USD	-0.78
		Shell	33.025	8/12/24	0.93	25.620		26.620	-1.000	-3.76	EUR	-2.03
		IBM	189.480	8/12/24	-1.03	194.000		208.930	-14.930	-7.15	USD	-2.70
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.362		5.956	0.406	6.82	EUR	-3.51
		Vivendi	9.488	8/12/24	0.40	15.165		15.725	-0.560	-3.56	EUR	-4.12
		Telefónica	4.032	8/12/24	0.12	9.930		10.170	-0.240	-2.36	EUR	-4.27
		Samsung Electronics	75,500.000	8/12/24	1.07	26,260.000		26,740.000	-480.000	-1.80	KRW	-6.26
	S	Engie	15.335	8/12/24	0.49	15.395		17.470	-2.075	-11.88	EUR	-6.34
		BHP	2,094.000	8/12/24	-0.14	1,807.500		1,926.500	-119.000	-6.18	GBP	-7.23
		Rio Tinto	4,942.000	8/12/24	0.56	2,806.500		2,973.500	-167.000	-5.62	GBP	-9.32
		Banco Santander	4.089	8/12/24	-0.24	4.920		5.809	-0.889	-15.30	EUR	-12.03
	S	Orange	10.115	8/12/24	-0.25	7.400		9.318	-1.918	-20.58	EUR	-13.92
	L	Apple	217.530	8/12/24	0.71	15.266		22.670	-7.404	-32.66	USD	-16.06
		E.on	12.325	8/12/24	0.78	11.118		16.541	-5.423	-32.78	EUR	-16.70
	L	RWE	32.360	8/12/24	1.70	22.465		34.800	-12.335	-35.45	EUR	-25.09
	L	Anglo American	2,232.500	8/12/24	0.29	1,300.500		1,788.500	-488.000	-27.29	GBP	-25.83
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 7/15/13 / 10/15/12 - 78 did rise, Market-Ratio(39) = 82.11 %

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