Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 8/19/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	8/19/13	⇓ Δwk	11/19/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,401.580		1,222.870	178.710	14.61	USD	6.46
	S	Sony	12,325.000	8/09/24	0.28	1,965.000		827.000	1,138.000	137.61	JPY	57.14
		Toyota	2,447.500	8/09/24	-0.14	1,252.000		672.000	580.000	86.31	JPY	45.63
		Panasonic	1,058.500	8/09/24	1.34	859.000		419.000	440.000	105.01	JPY	41.93
	L	HP	33.780	8/12/24	0.72	11.753		6.040	5.713	94.59	USD	41.64
		Bridgestone	5,582.000	8/09/24	-1.33	3,409.000		1,903.000	1,506.000	79.14	JPY	36.34
		Axa	32.350	8/12/24	-0.77	18.015		11.930	6.085	51.01	EUR	32.63
	S	Mercedes-Benz	57.480	8/12/24	-0.57	55.160		36.300	18.860	51.96	EUR	28.93
		UBS	24.850	8/12/24	0.44	18.830		14.500	4.330	29.86	CHF	28.62
	S	Ford Motor	9.860	8/12/24	-2.38	16.120		10.830	5.290	48.85	USD	27.58
		Societe Generale	20.520	8/12/24	0.44	34.995		25.785	9.210	35.72	EUR	27.36
	L	Morgan Stanley	94.840	8/12/24	0.13	25.810		16.520	9.290	56.23	USD	25.81
		ING Groep	15.232	8/12/24	0.21	8.413		6.755	1.658	24.54	EUR	24.64
		Seven & i	1,672.500	8/09/24	-0.54	1,170.670		775.330	395.340	50.99	JPY	23.37
		Prudential	635.400	8/12/24	0.41	1,186.000		870.500	315.500	36.24	GBP	23.02
		Aegon	5.562	8/12/24	0.22	5.757		4.227	1.530	36.20	EUR	21.32
		Citigroup	57.840	8/12/24		49.330		36.100	13.230	36.65	USD	19.52
		Carrefour	13.730	8/12/24	-0.36	23.690		18.130	5.560	30.67	EUR	18.95
		Honda Motor	1,420.000	8/09/24	-0.14	1,254.670		863.670	391.000	45.27	JPY	18.88
		Nike	74.640	8/12/24	0.40	32.355		24.080	8.275	34.36	USD	18.50
		Aviva	484.200	8/12/24	0.35	401.800		331.200	70.600	21.32	GBP	17.95
	S	Johnson & Johnson	159.880	8/12/24	-0.46	90.450		69.250	21.200	30.61	USD	17.91
		Saint-Gobain	73.560	8/12/24	-0.41	35.800		28.475	7.325	25.72	EUR	17.77
	L	Texas Instruments	192.060	8/12/24	-0.08	38.440		28.900	9.540	33.01	USD	17.69
	L	Bayer	25.960	8/12/24	-0.04	87.250		66.400	20.850	31.40	EUR	17.44
		⇓instrument	freshest		⇓ Δday	8/19/13	⇓ Δwk	11/19/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Raytheon Tech	116.600	8/12/24	0.39	64.588		48.194	16.394	34.02	USD	17.26
	S	Nissan Motor	410.200	8/09/24	-0.56	1,015.000		741.000	274.000	36.98	JPY	16.67
	L	Goldman Sachs	485.500	8/12/24	-0.97	158.630		118.300	40.330	34.09	USD	15.88
	L	Philips	26.060	8/12/24	-0.91	24.190		19.600	4.590	23.42	EUR	15.30
	L	3M	123.360	8/12/24	-0.65	115.610		89.570	26.040	29.07	USD	14.86
	S	Kimberly-Clark	34.140	8/12/24	-1.01	41.200		30.840	10.360	33.59	MXN	14.84
	S	Volkswagen	93.500	8/12/24	-0.47	184.000		156.800	27.200	17.35	EUR	14.32
	L	Fox A	38.830	8/12/24	-1.27	31.440		23.970	7.470	31.16	USD	13.74
		Marsh & McLennan	217.350	8/12/24	-1.23	41.650		35.080	6.570	18.73	USD	13.27
		L´Oreal	376.650	8/12/24	-1.59	127.000		101.550	25.450	25.06	EUR	12.75
	L	Ericsson	71.080	8/12/24	1.14	79.450		59.900	19.550	32.64	SEK	12.75
	S	Bristol-Myers	47.060	8/12/24	0.73	41.950		32.030	9.920	30.97	USD	12.53
		JP Morgan Chase	206.190	8/12/24	0.19	51.830		40.590	11.240	27.69	USD	12.02
	L	Alphabet A	162.290	8/12/24	-0.84	21.708		16.757	4.951	29.55	USD	11.97
		Schneider Electric	211.250	8/12/24	0.38	60.490		50.760	9.730	19.17	EUR	10.72
		Allianz	255.900	8/12/24		114.750		94.410	20.340	21.54	EUR	10.08
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.458		6.275	1.183	18.85	EUR	9.76
		GSK	1,572.000	8/12/24	0.42	1,657.100		1,346.840	310.260	23.04	GBP	9.43
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.663		8.313	1.350	16.24	EUR	8.70
	L	Novartis	96.740	8/12/24	0.16	56.420		46.540	9.880	21.23	CHF	8.27
	S	Diageo	2,451.500	8/12/24	1.03	2,037.000		1,832.500	204.500	11.16	GBP	7.95
	L	Procter & Gamble	166.810	8/12/24	-2.19	79.590		67.920	11.670	17.18	USD	7.95
		Repsol	12.765	8/12/24	0.67	17.640		16.075	1.565	9.74	EUR	7.94
		Barclays	220.100	8/12/24	0.85	266.685		230.705	35.980	15.60	GBP	7.83
		PepsiCo	171.420	8/12/24	-0.56	80.880		68.780	12.100	17.59	USD	7.18
		⇓instrument	freshest		⇓ Δday	8/19/13	⇓ Δwk	11/19/12	prc diff	⇓ Δ39	Curr	∅-RS
	S	LVMH	635.100	8/12/24	-0.14	140.850		127.700	13.150	10.30	EUR	6.88
	L	ABB	45.510	8/12/24	0.55	20.800		17.040	3.760	22.07	CHF	6.80
	L	Vodafone	74.440	8/12/24	0.87	189.850		160.500	29.350	18.29	GBP	6.74
		General Electric	166.870	8/12/24	-0.16	190.800		165.280	25.520	15.44	USD	6.42
		Siemens	157.200	8/12/24	0.01	82.810		75.703	7.107	9.39	EUR	6.28
	L	Pfizer	28.450	8/12/24	-0.35	28.460		24.140	4.320	17.90	USD	6.16
		TotalEnergies	61.720	8/12/24	0.60	41.065		38.215	2.850	7.46	EUR	5.98
		Merck (MSD)	113.480	8/12/24	-0.93	47.580		43.340	4.240	9.78	USD	5.93
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	59.150		53.455	5.695	10.65	USD	5.67
	L	HSBC	643.900	8/12/24	0.22	701.500		618.300	83.200	13.46	GBP	5.56
		Microsoft	406.810	8/12/24	0.19	31.393		26.727	4.666	17.46	USD	5.11
	L	Münchener Rück	439.200	8/12/24	1.01	142.900		127.050	15.850	12.48	EUR	4.87
		Sanofi	95.670	8/12/24	-0.60	77.400		67.720	9.680	14.29	EUR	4.76
		Swiss Re	104.000	8/12/24	0.10	72.000		66.100	5.900	8.93	CHF	4.56
	S	Engie	15.335	8/12/24	0.49	16.855		16.660	0.195	1.17	EUR	3.78
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,186.500		2,818.000	368.500	13.08	GBP	3.31
		Telefónica	4.032	8/12/24	0.12	10.780		10.170	0.610	6.00	EUR	3.00
	L	Apple	217.530	8/12/24	0.71	18.134		20.205	-2.071	-10.25	USD	2.65
		Chevron	145.020	8/12/24	0.02	118.660		104.350	14.310	13.71	USD	2.35
		Vivendi	9.488	8/12/24	0.40	16.180		16.120	0.060	0.37	EUR	2.07
	S	McDonald´s	269.460	8/12/24	0.58	95.480		85.040	10.440	12.28	USD	1.23
		Deutsche Bank	13.308	8/12/24	0.14	28.773		28.653	0.119	0.42	EUR	0.82
	S	National Grid	978.400	8/12/24	-0.04	733.500		699.000	34.500	4.94	GBP	0.41
		BHP	2,094.000	8/12/24	-0.14	1,956.000		1,942.000	14.000	0.72	GBP	0.27
	S	Intel	19.360	8/12/24	-1.78	22.280		20.250	2.030	10.02	USD	0.23
		⇓instrument	freshest		⇓ Δday	8/19/13	⇓ Δwk	11/19/12	prc diff	⇓ Δ39	Curr	∅-RS
		Banco Santander	4.089	8/12/24	-0.24	5.654		5.656	-0.002	-0.04	EUR	0.05
	L	Walmart	68.700	8/12/24	1.10	24.527		23.007	1.520	6.61	USD	-0.19
	L	Coca-Cola	68.170	8/12/24	-0.74	38.780		37.240	1.540	4.14	USD	-0.41
	L	Unilever	55.100	8/12/24	-0.36	29.605		28.315	1.290	4.56	EUR	-0.48
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.020		10.640	0.380	3.57	AUD	-0.91
		Canon	4,525.000	8/09/24	1.64	3,071.000		2,808.000	263.000	9.37	JPY	-1.05
		Rio Tinto	4,942.000	8/12/24	0.56	3,055.000		3,025.000	30.000	0.99	GBP	-1.17
	L	Nestlé	88.640	8/12/24	-0.40	61.850		59.300	2.550	4.30	CHF	-1.23
	S	BASF	41.280	8/12/24	-0.22	67.980		64.350	3.630	5.64	EUR	-1.73
		Standard Chartered	722.000	8/12/24	0.92	1,521.000		1,455.000	66.000	4.54	GBP	-1.88
		BP	439.600	8/12/24	1.35	439.500		431.600	7.900	1.83	GBP	-2.14
		Exxon Mobil	119.000	8/12/24	0.13	86.920		87.670	-0.750	-0.86	USD	-3.26
		Caterpillar	336.030	8/12/24	-0.66	84.200		83.620	0.580	0.69	USD	-3.56
	L	Philip Morris	116.090	8/12/24	0.07	85.160		86.860	-1.700	-1.96	USD	-5.52
	S	Orange	10.115	8/12/24	-0.25	7.845		8.141	-0.296	-3.64	EUR	-5.56
		Shell	33.025	8/12/24	0.93	23.935		25.790	-1.855	-7.19	EUR	-7.47
		IBM	189.480	8/12/24	-1.03	184.230		190.350	-6.120	-3.22	USD	-7.59
		Samsung Electronics	75,500.000	8/12/24	1.07	25,720.000		28,740.000	-3,020.000	-10.51	KRW	-8.35
	L	Anglo American	2,232.500	8/12/24	0.29	1,492.500		1,710.500	-218.000	-12.74	GBP	-12.14
		E.on	12.325	8/12/24	0.78	11.064		12.818	-1.755	-13.69	EUR	-14.42
	L	RWE	32.360	8/12/24	1.70	21.285		32.010	-10.725	-33.51	EUR	-26.15
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 8/19/13 / 11/19/12 - 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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