Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 8/12/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	8/12/13	⇓ Δwk	11/12/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,423.580		1,210.890	212.690	17.56	USD	8.45
	S	Sony	12,325.000	8/09/24	0.28	1,961.000		854.000	1,107.000	129.63	JPY	58.89
	L	HP	33.780	8/12/24	0.72	12.144		6.090	6.054	99.40	USD	47.04
		Toyota	2,447.500	8/09/24	-0.14	1,237.000		617.000	620.000	100.49	JPY	45.73
		Panasonic	1,058.500	8/09/24	1.34	851.000		393.000	458.000	116.54	JPY	41.49
		Bridgestone	5,582.000	8/09/24	-1.33	3,387.000		1,768.000	1,619.000	91.57	JPY	37.10
	S	Ford Motor	9.860	8/12/24	-2.38	17.070		10.970	6.100	55.61	USD	36.67
	L	Morgan Stanley	94.840	8/12/24	0.13	26.620		16.770	9.850	58.74	USD	31.35
		UBS	24.850	8/12/24	0.44	18.970		14.410	4.560	31.64	CHF	31.13
		Societe Generale	20.520	8/12/24	0.44	35.600		24.905	10.695	42.94	EUR	31.02
		Axa	32.350	8/12/24	-0.77	17.600		11.805	5.795	49.09	EUR	30.66
		ING Groep	15.232	8/12/24	0.21	8.706		6.735	1.971	29.27	EUR	29.94
		Prudential	635.400	8/12/24	0.41	1,232.000		849.000	383.000	45.11	GBP	28.82
	S	Mercedes-Benz	57.480	8/12/24	-0.57	54.110		36.010	18.100	50.26	EUR	27.11
		Seven & i	1,672.500	8/09/24	-0.54	1,179.670		771.670	408.000	52.87	JPY	24.99
		Citigroup	57.840	8/12/24		50.900		36.420	14.480	39.76	USD	24.81
		Aegon	5.562	8/12/24	0.22	5.810		4.260	1.550	36.38	EUR	23.15
		Nike	74.640	8/12/24	0.40	33.255		23.073	10.183	44.13	USD	22.54
	L	Texas Instruments	192.060	8/12/24	-0.08	39.710		29.505	10.205	34.59	USD	22.24
	L	Raytheon Tech	116.600	8/12/24	0.39	66.419		48.427	17.992	37.15	USD	21.28
	S	Johnson & Johnson	159.880	8/12/24	-0.46	92.000		69.680	22.320	32.03	USD	20.59
		Carrefour	13.730	8/12/24	-0.36	23.710		18.340	5.370	29.28	EUR	20.02
		Saint-Gobain	73.560	8/12/24	-0.41	36.225		28.120	8.105	28.82	EUR	19.89
	L	Goldman Sachs	485.500	8/12/24	-0.97	161.690		117.240	44.450	37.91	USD	19.19
	S	Nissan Motor	410.200	8/09/24	-0.56	1,031.000		680.000	351.000	51.62	JPY	19.18
		⇓instrument	freshest		⇓ Δday	8/12/13	⇓ Δwk	11/12/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Fox A	38.830	8/12/24	-1.27	32.660		24.290	8.370	34.46	USD	18.93
	L	3M	123.360	8/12/24	-0.65	118.380		89.180	29.200	32.74	USD	18.16
	S	Kimberly-Clark	34.140	8/12/24	-1.01	41.970		30.990	10.980	35.43	MXN	18.07
		Honda Motor	1,420.000	8/09/24	-0.14	1,233.670		790.670	443.000	56.03	JPY	17.81
		JP Morgan Chase	206.190	8/12/24	0.19	54.090		40.580	13.510	33.29	USD	17.80
	L	Bayer	25.960	8/12/24	-0.04	86.820		66.140	20.680	31.27	EUR	17.62
		Aviva	484.200	8/12/24	0.35	398.600		328.300	70.300	21.41	GBP	17.46
	L	Philips	26.060	8/12/24	-0.91	24.465		19.920	4.545	22.82	EUR	17.26
	S	Bristol-Myers	47.060	8/12/24	0.73	43.110		31.940	11.170	34.97	USD	16.35
	L	Alphabet A	162.290	8/12/24	-0.84	22.206		16.699	5.507	32.98	USD	15.20
	S	Volkswagen	93.500	8/12/24	-0.47	184.590		155.650	28.940	18.59	EUR	15.19
		Allianz	255.900	8/12/24		118.509		94.400	24.109	25.54	EUR	14.39
		Marsh & McLennan	217.350	8/12/24	-1.23	41.800		34.170	7.630	22.33	USD	14.13
	L	Ericsson	71.080	8/12/24	1.14	79.650		58.600	21.050	35.92	SEK	13.38
		L´Oreal	376.650	8/12/24	-1.59	127.000		99.000	28.000	28.28	EUR	13.25
		Schneider Electric	211.250	8/12/24	0.38	61.170		49.515	11.655	23.54	EUR	12.45
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.900		8.345	1.555	18.63	EUR	11.51
		PepsiCo	171.420	8/12/24	-0.56	83.810		68.610	15.200	22.15	USD	11.38
		Repsol	12.765	8/12/24	0.67	18.125		15.070	3.055	20.27	EUR	11.36
	L	Procter & Gamble	166.810	8/12/24	-2.19	81.620		67.080	14.540	21.68	USD	11.14
	S	Diageo	2,451.500	8/12/24	1.03	2,087.000		1,800.000	287.000	15.94	GBP	11.04
		GSK	1,572.000	8/12/24	0.42	1,677.750		1,368.500	309.250	22.60	GBP	11.03
	L	Vodafone	74.440	8/12/24	0.87	196.200		166.600	29.600	17.77	GBP	10.37
		Microsoft	406.810	8/12/24	0.19	32.870		28.220	4.650	16.48	USD	10.22
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.436		6.020	1.416	23.52	EUR	10.04
		⇓instrument	freshest		⇓ Δday	8/12/13	⇓ Δwk	11/12/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Pfizer	28.450	8/12/24	-0.35	29.190		24.110	5.080	21.07	USD	9.33
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	60.960		52.155	8.805	16.88	USD	9.20
	L	Novartis	96.740	8/12/24	0.16	56.580		47.460	9.120	19.22	CHF	8.94
		General Electric	166.870	8/12/24	-0.16	194.160		167.120	27.040	16.18	USD	8.59
		Merck (MSD)	113.480	8/12/24	-0.93	48.470		44.020	4.450	10.11	USD	8.09
		Siemens	157.200	8/12/24	0.01	83.660		76.926	6.734	8.75	EUR	7.69
	L	HSBC	643.900	8/12/24	0.22	712.100		603.800	108.300	17.94	GBP	7.66
		Swiss Re	104.000	8/12/24	0.10	73.800		65.850	7.950	12.07	CHF	7.59
		Barclays	220.100	8/12/24	0.85	263.267		217.033	46.234	21.30	GBP	7.52
	L	ABB	45.510	8/12/24	0.55	20.800		17.320	3.480	20.09	CHF	7.18
	S	LVMH	635.100	8/12/24	-0.14	139.950		126.150	13.800	10.94	EUR	6.28
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,271.000		2,852.000	419.000	14.69	GBP	6.23
	L	Münchener Rück	439.200	8/12/24	1.01	143.800		126.850	16.950	13.36	EUR	5.93
		Sanofi	95.670	8/12/24	-0.60	77.700		68.610	9.090	13.25	EUR	5.46
		Chevron	145.020	8/12/24	0.02	121.800		105.930	15.870	14.98	USD	5.21
	L	Walmart	68.700	8/12/24	1.10	25.693		24.160	1.533	6.35	USD	4.65
		Standard Chartered	722.000	8/12/24	0.92	1,612.500		1,443.500	169.000	11.71	GBP	4.43
		Telefónica	4.032	8/12/24	0.12	10.910		9.970	0.940	9.43	EUR	4.41
		TotalEnergies	61.720	8/12/24	0.60	40.370		37.825	2.545	6.73	EUR	4.22
	S	National Grid	978.400	8/12/24	-0.04	758.000		687.000	71.000	10.33	GBP	3.94
	S	Engie	15.335	8/12/24	0.49	16.920		16.700	0.220	1.32	EUR	3.94
		Rio Tinto	4,942.000	8/12/24	0.56	3,192.000		3,081.000	111.000	3.60	GBP	3.25
	S	McDonald´s	269.460	8/12/24	0.58	97.040		84.880	12.160	14.33	USD	3.09
		Deutsche Bank	13.308	8/12/24	0.14	29.198		28.445	0.753	2.65	EUR	3.01
		Vivendi	9.488	8/12/24	0.40	16.260		14.800	1.460	9.86	EUR	2.64
		⇓instrument	freshest		⇓ Δday	8/12/13	⇓ Δwk	11/12/12	prc diff	⇓ Δ39	Curr	∅-RS
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.360		10.640	0.720	6.77	AUD	2.46
	L	Coca-Cola	68.170	8/12/24	-0.74	39.830		36.080	3.750	10.39	USD	2.31
		BHP	2,094.000	8/12/24	-0.14	1,983.500		1,950.500	33.000	1.69	GBP	1.68
	S	Intel	19.360	8/12/24	-1.78	22.640		20.765	1.875	9.03	USD	1.56
		Banco Santander	4.089	8/12/24	-0.24	5.664		5.433	0.231	4.25	EUR	0.35
		Canon	4,525.000	8/09/24	1.64	3,101.000		2,456.000	645.000	26.26	JPY	0.23
		Exxon Mobil	119.000	8/12/24	0.13	89.890		87.320	2.570	2.94	USD	0.09
	L	Unilever	55.100	8/12/24	-0.36	29.735		28.380	1.355	4.77	EUR	0.07
	L	Nestlé	88.640	8/12/24	-0.40	62.400		59.850	2.550	4.26	CHF	-0.29
		Caterpillar	336.030	8/12/24	-0.66	86.320		85.180	1.140	1.34	USD	-1.19
		BP	439.600	8/12/24	1.35	442.900		427.300	15.600	3.65	GBP	-1.40
	L	Philip Morris	116.090	8/12/24	0.07	88.300		84.980	3.320	3.91	USD	-2.12
	S	BASF	41.280	8/12/24	-0.22	66.110		63.060	3.050	4.84	EUR	-4.25
		IBM	189.480	8/12/24	-1.03	189.090		189.250	-0.160	-0.08	USD	-5.25
	L	Apple	217.530	8/12/24	0.71	16.691		19.387	-2.696	-13.90	USD	-6.01
		Shell	33.025	8/12/24	0.93	24.140		26.755	-2.615	-9.77	EUR	-6.98
	L	Anglo American	2,232.500	8/12/24	0.29	1,567.500		1,827.500	-260.000	-14.23	GBP	-8.16
	S	Orange	10.115	8/12/24	-0.25	7.631		8.230	-0.599	-7.28	EUR	-8.75
		Samsung Electronics	75,500.000	8/12/24	1.07	24,640.000		26,980.000	-2,340.000	-8.67	KRW	-12.29
		E.on	12.325	8/12/24	0.78	11.118		15.041	-3.923	-26.08	EUR	-14.59
	L	RWE	32.360	8/12/24	1.70	21.395		33.315	-11.920	-35.78	EUR	-26.44
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 8/12/13 / 11/12/12 - 87 did rise, Market-Ratio(39) = 91.58 %

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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