Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 10/21/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	10/21/13	⇓ Δwk	1/21/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,483.730		1,323.690	160.040	12.09	USD	10.08
		Panasonic	1,058.500	8/09/24	1.34	938.000		627.000	311.000	49.60	JPY	42.43
		Societe Generale	20.520	8/12/24	0.44	41.715		33.955	7.760	22.85	EUR	39.86
	S	Sony	12,325.000	8/09/24	0.28	1,937.000		1,200.000	737.000	61.42	JPY	35.69
		ING Groep	15.232	8/12/24	0.21	9.352		7.551	1.801	23.85	EUR	31.97
		Nike	74.640	8/12/24	0.40	38.045		26.740	11.305	42.28	USD	31.43
		Banco Bilbao Viz	8.924	8/12/24	0.27	9.320		7.815	1.505	19.26	EUR	31.29
	L	Morgan Stanley	94.840	8/12/24	0.13	29.430		22.980	6.450	28.07	USD	31.20
	S	Orange	10.115	8/12/24	-0.25	10.545		9.118	1.427	15.65	EUR	30.31
		Toyota	2,447.500	8/09/24	-0.14	1,268.000		866.000	402.000	46.42	JPY	30.02
	L	Deutsche Telekom	24.730	8/12/24	0.49	11.635		8.980	2.655	29.57	EUR	29.41
	S	Mercedes-Benz	57.480	8/12/24	-0.57	58.190		43.195	14.995	34.71	EUR	28.36
		Axa	32.350	8/12/24	-0.77	18.590		13.660	4.930	36.09	EUR	28.36
		Carrefour	13.730	8/12/24	-0.36	27.305		20.740	6.565	31.65	EUR	27.41
	S	Ford Motor	9.860	8/12/24	-2.38	17.500		14.170	3.330	23.50	USD	25.98
	S	Bristol-Myers	47.060	8/12/24	0.73	49.270		34.850	14.420	41.38	USD	25.70
	L	Alphabet A	162.290	8/12/24	-0.84	25.160		17.626	7.534	42.74	USD	25.33
		Aviva	484.200	8/12/24	0.35	440.800		374.900	65.900	17.58	GBP	25.27
	L	Vodafone	74.440	8/12/24	0.87	227.900		162.250	65.650	40.46	GBP	25.02
		Telefónica	4.032	8/12/24	0.12	13.105		10.910	2.195	20.12	EUR	24.12
		Bridgestone	5,582.000	8/09/24	-1.33	3,482.000		2,385.000	1,097.000	46.00	JPY	23.92
	L	HP	33.780	8/12/24	0.72	10.695		7.834	2.861	36.52	USD	23.07
		Prudential	635.400	8/12/24	0.41	1,247.000		933.000	314.000	33.65	GBP	21.59
		Seven & i	1,672.500	8/09/24	-0.54	1,232.330		892.670	339.660	38.05	JPY	21.07
		UBS	24.850	8/12/24	0.44	19.220		16.030	3.190	19.90	CHF	20.11
		⇓instrument	freshest		⇓ Δday	10/21/13	⇓ Δwk	1/21/13	prc diff	⇓ Δ39	Curr	∅-RS
		Vivendi	9.488	8/12/24	0.40	19.180		16.755	2.425	14.47	EUR	19.51
		Banco Santander	4.089	8/12/24	-0.24	6.747		6.459	0.288	4.46	EUR	19.51
		Aegon	5.562	8/12/24	0.22	5.959		5.002	0.957	19.13	EUR	19.40
		Marsh & McLennan	217.350	8/12/24	-1.23	45.530		35.320	10.210	28.91	USD	19.34
		Saint-Gobain	73.560	8/12/24	-0.41	37.865		31.540	6.325	20.05	EUR	19.22
	L	Texas Instruments	192.060	8/12/24	-0.08	40.990		33.460	7.530	22.50	USD	18.58
	L	Fox A	38.830	8/12/24	-1.27	34.400		27.170	7.230	26.61	USD	18.10
	L	3M	123.360	8/12/24	-0.65	123.250		99.330	23.920	24.08	USD	17.66
	L	Philips	26.060	8/12/24	-0.91	25.725		21.390	4.335	20.27	EUR	17.13
	L	Raytheon Tech	116.600	8/12/24	0.39	67.728		55.047	12.681	23.04	USD	17.09
		Repsol	12.765	8/12/24	0.67	19.535		17.130	2.405	14.04	EUR	16.04
		Microsoft	406.810	8/12/24	0.19	34.990		27.150	7.840	28.88	USD	15.66
	S	Engie	15.335	8/12/24	0.49	18.575		15.570	3.005	19.30	EUR	15.53
		Honda Motor	1,420.000	8/09/24	-0.14	1,307.330		1,140.000	167.330	14.68	JPY	15.05
		General Electric	166.870	8/12/24	-0.16	209.120		176.080	33.040	18.76	USD	14.87
	L	Bayer	25.960	8/12/24	-0.04	89.300		72.850	16.450	22.58	EUR	14.59
		Citigroup	57.840	8/12/24		51.030		41.780	9.250	22.14	USD	14.23
	S	Johnson & Johnson	159.880	8/12/24	-0.46	91.200		72.690	18.510	25.46	USD	13.71
	L	Ericsson	71.080	8/12/24	1.14	84.500		67.100	17.400	25.93	SEK	13.48
		TotalEnergies	61.720	8/12/24	0.60	44.395		39.420	4.975	12.62	EUR	13.35
		Siemens	157.200	8/12/24	0.01	90.510		81.011	9.499	11.73	EUR	13.32
		Allianz	255.900	8/12/24		122.890		104.293	18.597	17.83	EUR	13.09
		JP Morgan Chase	206.190	8/12/24	0.19	54.270		46.540	7.730	16.61	USD	11.66
	S	Nissan Motor	410.200	8/09/24	-0.56	1,029.000		859.000	170.000	19.79	JPY	11.23
	L	Pfizer	28.450	8/12/24	-0.35	30.400		26.680	3.720	13.94	USD	10.33
		⇓instrument	freshest		⇓ Δday	10/21/13	⇓ Δwk	1/21/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Apple	217.530	8/12/24	0.71	18.620		18.027	0.593	3.29	USD	10.31
		Swiss Re	104.000	8/12/24	0.10	78.300		69.150	9.150	13.23	CHF	10.08
	L	Goldman Sachs	485.500	8/12/24	-0.97	159.770		145.950	13.820	9.47	USD	9.79
		Schneider Electric	211.250	8/12/24	0.38	62.110		54.950	7.160	13.03	EUR	9.48
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	62.260		54.230	8.030	14.81	USD	9.19
	S	Intel	19.360	8/12/24	-1.78	24.135		21.170	2.965	14.01	USD	9.06
		L´Oreal	376.650	8/12/24	-1.59	127.050		109.550	17.500	15.97	EUR	7.91
	L	ABB	45.510	8/12/24	0.55	21.650		19.560	2.090	10.69	CHF	7.77
		PepsiCo	171.420	8/12/24	-0.56	82.370		72.200	10.170	14.09	USD	7.00
		Deutsche Bank	13.308	8/12/24	0.14	31.105		31.194	-0.089	-0.29	EUR	6.78
	S	Volkswagen	93.500	8/12/24	-0.47	177.100		179.250	-2.150	-1.20	EUR	6.29
	L	Novartis	96.740	8/12/24	0.16	56.580		50.750	5.830	11.49	CHF	5.08
	S	BASF	41.280	8/12/24	-0.22	73.480		73.810	-0.330	-0.45	EUR	4.79
	L	Procter & Gamble	166.810	8/12/24	-2.19	78.970		69.950	9.020	12.89	USD	4.63
		Rio Tinto	4,942.000	8/12/24	0.56	3,242.000		3,555.000	-313.000	-8.80	GBP	4.32
		Barclays	220.100	8/12/24	0.85	274.750		274.721	0.029	0.01	GBP	4.17
	L	Münchener Rück	439.200	8/12/24	1.01	146.000		134.600	11.400	8.47	EUR	4.00
	S	Diageo	2,451.500	8/12/24	1.03	2,009.000		1,819.500	189.500	10.41	GBP	3.84
	S	Kimberly-Clark	34.140	8/12/24	-1.01	39.310		34.730	4.580	13.19	MXN	3.63
	S	LVMH	635.100	8/12/24	-0.14	139.250		140.000	-0.750	-0.54	EUR	3.57
	S	National Grid	978.400	8/12/24	-0.04	766.000		695.000	71.000	10.22	GBP	3.52
		GSK	1,572.000	8/12/24	0.42	1,597.170		1,415.340	181.830	12.85	GBP	3.46
		Samsung Electronics	75,500.000	8/12/24	1.07	29,280.000		29,600.000	-320.000	-1.08	KRW	3.46
	L	Nestlé	88.640	8/12/24	-0.40	64.900		63.250	1.650	2.61	CHF	2.98
		Chevron	145.020	8/12/24	0.02	119.820		115.910	3.910	3.37	USD	2.43
		⇓instrument	freshest		⇓ Δday	10/21/13	⇓ Δwk	1/21/13	prc diff	⇓ Δ39	Curr	∅-RS
		Merck (MSD)	113.480	8/12/24	-0.93	46.510		43.200	3.310	7.66	USD	2.41
	L	Walmart	68.700	8/12/24	1.10	25.050		23.193	1.857	8.01	USD	2.00
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,175.000		3,071.500	103.500	3.37	GBP	1.39
		Caterpillar	336.030	8/12/24	-0.66	87.700		97.720	-10.020	-10.25	USD	0.93
		E.on	12.325	8/12/24	0.78	12.309		12.791	-0.482	-3.77	EUR	0.73
	L	RWE	32.360	8/12/24	1.70	27.135		29.315	-2.180	-7.44	EUR	0.37
		BP	439.600	8/12/24	1.35	449.550		459.000	-9.450	-2.06	GBP	0.11
		Canon	4,525.000	8/09/24	1.64	3,208.000		3,399.000	-191.000	-5.62	JPY	0.07
	L	HSBC	643.900	8/12/24	0.22	685.700		695.500	-9.800	-1.41	GBP	-0.17
	L	Coca-Cola	68.170	8/12/24	-0.74	38.820		37.130	1.690	4.55	USD	-0.28
	S	McDonald´s	269.460	8/12/24	0.58	94.590		92.950	1.640	1.76	USD	-0.57
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.210		11.170	0.040	0.36	AUD	-0.67
		Sanofi	95.670	8/12/24	-0.60	73.710		72.500	1.210	1.67	EUR	-2.13
		Exxon Mobil	119.000	8/12/24	0.13	87.230		90.920	-3.690	-4.06	USD	-2.35
	L	Philip Morris	116.090	8/12/24	0.07	86.850		90.030	-3.180	-3.53	USD	-2.67
		Shell	33.025	8/12/24	0.93	24.555		26.270	-1.715	-6.53	EUR	-2.92
		BHP	2,094.000	8/12/24	-0.14	1,873.500		2,081.000	-207.500	-9.97	GBP	-3.40
	L	Unilever	55.100	8/12/24	-0.36	28.740		29.140	-0.400	-1.37	EUR	-3.95
		Standard Chartered	722.000	8/12/24	0.92	1,495.500		1,664.000	-168.500	-10.13	GBP	-4.04
	L	Anglo American	2,232.500	8/12/24	0.29	1,536.500		1,899.500	-363.000	-19.11	GBP	-6.34
		IBM	189.480	8/12/24	-1.03	172.860		196.080	-23.220	-11.84	USD	-11.92
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 10/21/13 / 1/21/13 - 75 did rise, Market-Ratio(39) = 78.95 %

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