Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 7/22/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/22/13	⇓ Δwk	10/22/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,424.430		1,258.140	166.290	13.22	USD	9.71
	S	Sony	12,325.000	8/09/24	0.28	2,261.000		973.000	1,288.000	132.37	JPY	91.17
		Bridgestone	5,582.000	8/09/24	-1.33	3,823.000		1,842.000	1,981.000	107.55	JPY	61.02
		Toyota	2,447.500	8/09/24	-0.14	1,307.000		624.000	683.000	109.46	JPY	60.42
		Panasonic	1,058.500	8/09/24	1.34	874.000		518.000	356.000	68.73	JPY	48.99
		Seven & i	1,672.500	8/09/24	-0.54	1,319.000		795.670	523.330	65.77	JPY	42.81
	L	HP	33.780	8/12/24	0.72	11.585		6.680	4.905	73.42	USD	42.62
	L	Morgan Stanley	94.840	8/12/24	0.13	27.610		17.450	10.160	58.22	USD	42.35
	S	Ford Motor	9.860	8/12/24	-2.38	17.040		10.170	6.870	67.55	USD	41.44
		Citigroup	57.840	8/12/24		53.000		37.720	15.280	40.51	USD	35.48
	S	Nissan Motor	410.200	8/09/24	-0.56	1,118.000		702.000	416.000	59.26	JPY	31.94
		UBS	24.850	8/12/24	0.44	18.050		12.350	5.700	46.15	CHF	29.05
		Axa	32.350	8/12/24	-0.77	16.720		12.445	4.275	34.35	EUR	28.21
		Honda Motor	1,420.000	8/09/24	-0.14	1,303.000		861.330	441.670	51.28	JPY	27.49
		Barclays	220.100	8/12/24	0.85	299.293		217.449	81.844	37.64	GBP	27.37
		JP Morgan Chase	206.190	8/12/24	0.19	56.560		42.090	14.470	34.38	USD	26.53
	L	Goldman Sachs	485.500	8/12/24	-0.97	166.250		122.770	43.480	35.42	USD	26.51
	S	Mercedes-Benz	57.480	8/12/24	-0.57	52.840		38.595	14.245	36.91	EUR	26.17
		Aegon	5.562	8/12/24	0.22	5.730		4.340	1.390	32.03	EUR	24.74
		Prudential	635.400	8/12/24	0.41	1,158.000		858.500	299.500	34.89	GBP	24.07
	S	Bristol-Myers	47.060	8/12/24	0.73	45.000		34.040	10.960	32.20	USD	23.12
	S	Johnson & Johnson	159.880	8/12/24	-0.46	92.280		71.780	20.500	28.56	USD	22.98
	L	Alphabet A	162.290	8/12/24	-0.84	22.838		17.019	5.819	34.19	USD	20.97
		Carrefour	13.730	8/12/24	-0.36	23.130		18.320	4.810	26.26	EUR	20.52
	S	Kimberly-Clark	34.140	8/12/24	-1.01	41.520		32.460	9.060	27.91	MXN	19.90
		⇓instrument	freshest		⇓ Δday	7/22/13	⇓ Δwk	10/22/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Raytheon Tech	116.600	8/12/24	0.39	64.261		48.981	15.280	31.20	USD	19.57
		Nike	74.640	8/12/24	0.40	31.645		23.620	8.025	33.98	USD	18.62
	L	3M	123.360	8/12/24	-0.65	116.280		92.530	23.750	25.67	USD	17.72
	L	Texas Instruments	192.060	8/12/24	-0.08	37.420		27.790	9.630	34.65	USD	17.47
	L	Bayer	25.960	8/12/24	-0.04	84.880		68.490	16.390	23.93	EUR	17.46
	L	Philips	26.060	8/12/24	-0.91	23.905		20.105	3.800	18.90	EUR	16.65
		Allianz	255.900	8/12/24		117.710		95.200	22.510	23.64	EUR	16.31
		PepsiCo	171.420	8/12/24	-0.56	86.400		69.600	16.800	24.14	USD	15.95
		Marsh & McLennan	217.350	8/12/24	-1.23	41.890		34.110	7.780	22.81	USD	15.92
		ING Groep	15.232	8/12/24	0.21	7.584		7.004	0.580	8.28	EUR	15.87
		L´Oreal	376.650	8/12/24	-1.59	127.400		99.390	28.010	28.18	EUR	15.30
	L	Fox A	38.830	8/12/24	-1.27	30.870		24.730	6.140	24.83	USD	14.40
		GSK	1,572.000	8/12/24	0.42	1,706.460		1,425.410	281.050	19.72	GBP	13.77
		Societe Generale	20.520	8/12/24	0.44	29.720		26.010	3.710	14.26	EUR	13.66
		Canon	4,525.000	8/09/24	1.64	3,463.000		2,587.000	876.000	33.86	JPY	13.04
	L	HSBC	643.900	8/12/24	0.22	733.700		618.000	115.700	18.72	GBP	12.97
		General Electric	166.870	8/12/24	-0.16	198.880		173.600	25.280	14.56	USD	12.36
	L	Procter & Gamble	166.810	8/12/24	-2.19	81.220		68.500	12.720	18.57	USD	12.00
	L	ABB	45.510	8/12/24	0.55	21.450		18.170	3.280	18.05	CHF	11.99
	L	Pfizer	28.450	8/12/24	-0.35	29.350		25.600	3.750	14.65	USD	11.26
		Saint-Gobain	73.560	8/12/24	-0.41	32.940		27.320	5.620	20.57	EUR	10.83
	L	Münchener Rück	439.200	8/12/24	1.01	147.850		126.750	21.100	16.65	EUR	10.68
		Chevron	145.020	8/12/24	0.02	127.030		112.740	14.290	12.68	USD	10.58
		Aviva	484.200	8/12/24	0.35	369.000		341.600	27.400	8.02	GBP	10.25
		Sanofi	95.670	8/12/24	-0.60	80.260		68.250	12.010	17.60	EUR	10.23
		⇓instrument	freshest		⇓ Δday	7/22/13	⇓ Δwk	10/22/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Novartis	96.740	8/12/24	0.16	56.580		48.880	7.700	15.75	CHF	10.01
	S	Diageo	2,451.500	8/12/24	1.03	2,040.000		1,772.000	268.000	15.12	GBP	9.72
		Swiss Re	104.000	8/12/24	0.10	74.300		66.500	7.800	11.73	CHF	9.59
	L	Vodafone	74.440	8/12/24	0.87	194.000		177.050	16.950	9.57	GBP	9.50
		Deutsche Bank	13.308	8/12/24	0.14	30.288		29.458	0.830	2.82	EUR	9.38
		Siemens	157.200	8/12/24	0.01	83.700		75.732	7.968	10.52	EUR	9.00
	L	Ericsson	71.080	8/12/24	1.14	75.300		58.150	17.150	29.49	SEK	8.33
		Microsoft	406.810	8/12/24	0.19	32.010		28.000	4.010	14.32	USD	7.75
	S	Volkswagen	93.500	8/12/24	-0.47	169.320		148.500	20.820	14.02	EUR	7.18
	S	National Grid	978.400	8/12/24	-0.04	773.500		705.500	68.000	9.64	GBP	7.01
		Merck (MSD)	113.480	8/12/24	-0.93	47.720		46.480	1.240	2.67	USD	6.95
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,276.000		2,938.000	338.000	11.50	GBP	6.91
		Schneider Electric	211.250	8/12/24	0.38	56.920		49.610	7.310	14.73	EUR	6.12
	L	Walmart	68.700	8/12/24	1.10	25.957		25.217	0.740	2.93	USD	6.08
		Exxon Mobil	119.000	8/12/24	0.13	94.830		92.190	2.640	2.86	USD	6.04
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	58.650		53.845	4.805	8.92	USD	5.83
	L	Unilever	55.100	8/12/24	-0.36	31.260		28.050	3.210	11.44	EUR	5.80
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.620		10.740	0.880	8.19	AUD	5.68
		Repsol	12.765	8/12/24	0.67	16.870		15.585	1.285	8.25	EUR	5.50
	L	Coca-Cola	68.170	8/12/24	-0.74	40.840		37.230	3.610	9.70	USD	5.01
		BP	439.600	8/12/24	1.35	468.450		443.450	25.000	5.64	GBP	4.63
	S	McDonald´s	269.460	8/12/24	0.58	97.580		88.450	9.130	10.32	USD	4.23
		TotalEnergies	61.720	8/12/24	0.60	40.180		39.340	0.840	2.14	EUR	4.19
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.146		8.934	0.212	2.37	EUR	3.05
	S	BASF	41.280	8/12/24	-0.22	70.170		65.150	5.020	7.71	EUR	2.52
		⇓instrument	freshest		⇓ Δday	7/22/13	⇓ Δwk	10/22/12	prc diff	⇓ Δ39	Curr	∅-RS
	S	Intel	19.360	8/12/24	-1.78	22.770		21.460	1.310	6.10	USD	1.52
	L	Nestlé	88.640	8/12/24	-0.40	62.850		61.050	1.800	2.95	CHF	0.79
	S	LVMH	635.100	8/12/24	-0.14	131.600		125.100	6.500	5.20	EUR	0.43
		Shell	33.025	8/12/24	0.93	25.985		26.390	-0.405	-1.53	EUR	-0.46
		Vivendi	9.488	8/12/24	0.40	15.700		16.025	-0.325	-2.03	EUR	-0.66
	L	Philip Morris	116.090	8/12/24	0.07	89.230		89.200	0.030	0.03	USD	-1.18
		Standard Chartered	722.000	8/12/24	0.92	1,520.000		1,480.000	40.000	2.70	GBP	-1.44
		Caterpillar	336.030	8/12/24	-0.66	86.000		85.080	0.920	1.08	USD	-1.57
		IBM	189.480	8/12/24	-1.03	194.090		194.400	-0.310	-0.16	USD	-2.75
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.441		6.390	0.051	0.80	EUR	-2.88
		Telefónica	4.032	8/12/24	0.12	10.060		10.500	-0.440	-4.19	EUR	-3.06
		BHP	2,094.000	8/12/24	-0.14	1,876.000		2,029.500	-153.500	-7.56	GBP	-3.73
	S	Engie	15.335	8/12/24	0.49	15.740		17.815	-2.075	-11.65	EUR	-3.95
		Rio Tinto	4,942.000	8/12/24	0.56	2,902.500		3,194.000	-291.500	-9.13	GBP	-6.10
		Samsung Electronics	75,500.000	8/12/24	1.07	25,460.000		25,740.000	-280.000	-1.09	KRW	-9.36
		Banco Santander	4.089	8/12/24	-0.24	5.019		5.790	-0.771	-13.32	EUR	-10.44
	S	Orange	10.115	8/12/24	-0.25	7.514		9.553	-2.039	-21.34	EUR	-11.99
		E.on	12.325	8/12/24	0.78	11.364		16.623	-5.259	-31.64	EUR	-14.25
	L	Apple	217.530	8/12/24	0.71	15.225		22.644	-7.418	-32.76	USD	-15.71
	L	Anglo American	2,232.500	8/12/24	0.29	1,405.000		1,908.500	-503.500	-26.38	GBP	-19.13
	L	RWE	32.360	8/12/24	1.70	23.045		35.370	-12.325	-34.85	EUR	-22.48
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 7/22/13 / 10/22/12 - 81 did rise, Market-Ratio(39) = 85.26 %

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