Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 10/28/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	10/28/13	⇓ Δwk	1/28/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,495.780		1,338.950	156.830	11.71	USD	10.63
		Panasonic	1,058.500	8/09/24	1.34	943.000		611.000	332.000	54.34	JPY	41.62
		Societe Generale	20.520	8/12/24	0.44	40.130		34.060	6.070	17.82	EUR	33.43
	S	Sony	12,325.000	8/09/24	0.28	1,909.000		1,381.000	528.000	38.23	JPY	31.85
	S	Bristol-Myers	47.060	8/12/24	0.73	52.020		36.410	15.610	42.87	USD	31.80
		ING Groep	15.232	8/12/24	0.21	9.260		7.490	1.770	23.63	EUR	30.04
	S	Mercedes-Benz	57.480	8/12/24	-0.57	59.090		43.950	15.140	34.45	EUR	29.35
		Nike	74.640	8/12/24	0.40	37.755		27.250	10.505	38.55	USD	29.26
	L	Deutsche Telekom	24.730	8/12/24	0.49	11.585		8.933	2.652	29.69	EUR	28.27
	L	Morgan Stanley	94.840	8/12/24	0.13	28.970		22.310	6.660	29.85	USD	27.85
		Toyota	2,447.500	8/09/24	-0.14	1,254.000		870.000	384.000	44.14	JPY	26.63
		Carrefour	13.730	8/12/24	-0.36	27.225		21.490	5.735	26.69	EUR	26.10
	L	Alphabet A	162.290	8/12/24	-0.84	25.454		18.826	6.627	35.20	USD	25.86
	S	Orange	10.115	8/12/24	-0.25	10.180		8.507	1.673	19.67	EUR	25.60
	S	Ford Motor	9.860	8/12/24	-2.38	17.570		13.780	3.790	27.50	USD	25.10
	L	HP	33.780	8/12/24	0.72	10.836		7.729	3.106	40.19	USD	23.52
		Aviva	484.200	8/12/24	0.35	435.800		371.400	64.400	17.34	GBP	23.30
	L	Vodafone	74.440	8/12/24	0.87	225.500		171.100	54.400	31.79	GBP	23.16
		Axa	32.350	8/12/24	-0.77	17.900		13.725	4.175	30.42	EUR	22.68
		Prudential	635.400	8/12/24	0.41	1,263.000		954.500	308.500	32.32	GBP	22.27
		Saint-Gobain	73.560	8/12/24	-0.41	38.635		31.550	7.085	22.46	EUR	20.89
		Marsh & McLennan	217.350	8/12/24	-1.23	46.330		35.000	11.330	32.37	USD	20.78
		Telefónica	4.032	8/12/24	0.12	12.765		10.855	1.910	17.60	EUR	20.43
		Banco Bilbao Viz	8.924	8/12/24	0.27	8.604		7.784	0.820	10.53	EUR	20.39
		Bridgestone	5,582.000	8/09/24	-1.33	3,411.000		2,404.000	1,007.000	41.89	JPY	19.71
		⇓instrument	freshest		⇓ Δday	10/28/13	⇓ Δwk	1/28/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Fox A	38.830	8/12/24	-1.27	34.831		27.560	7.271	26.38	USD	18.81
		UBS	24.850	8/12/24	0.44	19.180		16.310	2.870	17.60	CHF	18.79
	L	3M	123.360	8/12/24	-0.65	124.920		100.650	24.270	24.11	USD	18.61
	L	Texas Instruments	192.060	8/12/24	-0.08	41.010		33.040	7.970	24.12	USD	17.73
		Microsoft	406.810	8/12/24	0.19	35.570		27.911	7.659	27.44	USD	17.09
		Siemens	157.200	8/12/24	0.01	93.540		78.915	14.625	18.53	EUR	16.72
	L	Bayer	25.960	8/12/24	-0.04	91.390		75.680	15.710	20.76	EUR	16.67
		Seven & i	1,672.500	8/09/24	-0.54	1,194.000		927.000	267.000	28.80	JPY	16.28
		Vivendi	9.488	8/12/24	0.40	18.720		15.975	2.745	17.18	EUR	16.27
	L	Philips	26.060	8/12/24	-0.91	25.455		21.935	3.520	16.05	EUR	15.37
	L	ABB	45.510	8/12/24	0.55	23.120		19.800	3.320	16.77	CHF	14.70
	S	Johnson & Johnson	159.880	8/12/24	-0.46	92.390		73.620	18.770	25.50	USD	14.66
	L	Raytheon Tech	116.600	8/12/24	0.39	66.702		56.514	10.189	18.03	USD	14.59
		General Electric	166.870	8/12/24	-0.16	208.720		180.000	28.720	15.96	USD	14.26
		Honda Motor	1,420.000	8/09/24	-0.14	1,308.670		1,138.000	170.670	15.00	JPY	14.17
		Aegon	5.562	8/12/24	0.22	5.730		4.982	0.748	15.01	EUR	14.12
		TotalEnergies	61.720	8/12/24	0.60	44.700		39.495	5.205	13.18	EUR	13.88
		Repsol	12.765	8/12/24	0.67	19.170		17.280	1.890	10.94	EUR	13.39
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	64.760		55.075	9.685	17.59	USD	13.26
	S	Engie	15.335	8/12/24	0.49	18.200		15.390	2.810	18.26	EUR	13.12
		Allianz	255.900	8/12/24		122.918		104.159	18.759	18.01	EUR	12.56
	L	Apple	217.530	8/12/24	0.71	18.924		16.065	2.859	17.79	USD	12.46
		Swiss Re	104.000	8/12/24	0.10	80.000		69.450	10.550	15.19	CHF	12.12
		Banco Santander	4.089	8/12/24	-0.24	6.347		6.513	-0.166	-2.55	EUR	12.12
		Citigroup	57.840	8/12/24		50.150		42.340	7.810	18.45	USD	11.59
		⇓instrument	freshest		⇓ Δday	10/28/13	⇓ Δwk	1/28/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Pfizer	28.450	8/12/24	-0.35	30.740		26.840	3.900	14.53	USD	11.20
	L	Goldman Sachs	485.500	8/12/24	-0.97	161.450		144.150	17.300	12.00	USD	10.36
	S	Intel	19.360	8/12/24	-1.78	24.360		21.050	3.310	15.72	USD	9.83
		PepsiCo	171.420	8/12/24	-0.56	84.610		72.610	12.000	16.53	USD	9.55
	S	Nissan Motor	410.200	8/09/24	-0.56	1,021.000		893.000	128.000	14.33	JPY	9.48
	L	Novartis	96.740	8/12/24	0.16	59.080		52.250	6.830	13.07	CHF	9.41
		L´Oreal	376.650	8/12/24	-1.59	128.500		111.500	17.000	15.25	EUR	8.60
	L	Münchener Rück	439.200	8/12/24	1.01	151.900		135.650	16.250	11.98	EUR	7.90
		JP Morgan Chase	206.190	8/12/24	0.19	52.680		46.640	6.040	12.95	USD	7.85
	S	BASF	41.280	8/12/24	-0.22	75.690		75.580	0.110	0.15	EUR	7.69
		Schneider Electric	211.250	8/12/24	0.38	61.250		56.930	4.320	7.59	EUR	7.48
	L	Procter & Gamble	166.810	8/12/24	-2.19	81.300		73.770	7.530	10.21	USD	7.41
	S	Kimberly-Clark	34.140	8/12/24	-1.01	40.370		35.460	4.910	13.85	MXN	6.00
		GSK	1,572.000	8/12/24	0.42	1,636.450		1,429.440	207.010	14.48	GBP	5.77
	S	National Grid	978.400	8/12/24	-0.04	783.500		700.500	83.000	11.85	GBP	5.72
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,301.000		3,145.000	156.000	4.96	GBP	5.25
		Deutsche Bank	13.308	8/12/24	0.14	30.560		31.492	-0.932	-2.96	EUR	4.81
	L	Walmart	68.700	8/12/24	1.10	25.713		23.117	2.597	11.23	USD	4.72
	S	Diageo	2,451.500	8/12/24	1.03	2,029.500		1,859.500	170.000	9.14	GBP	4.64
		Samsung Electronics	75,500.000	8/12/24	1.07	29,640.000		28,820.000	820.000	2.85	KRW	4.46
	S	Volkswagen	93.500	8/12/24	-0.47	174.500		186.350	-11.850	-6.36	EUR	4.36
	L	Nestlé	88.640	8/12/24	-0.40	65.650		64.350	1.300	2.02	CHF	4.05
	S	LVMH	635.100	8/12/24	-0.14	139.600		140.100	-0.500	-0.36	EUR	3.61
		Chevron	145.020	8/12/24	0.02	120.910		116.040	4.870	4.20	USD	3.24
	L	Ericsson	71.080	8/12/24	1.14	77.450		76.300	1.150	1.51	SEK	3.21
		⇓instrument	freshest		⇓ Δday	10/28/13	⇓ Δwk	1/28/13	prc diff	⇓ Δ39	Curr	∅-RS
		Rio Tinto	4,942.000	8/12/24	0.56	3,192.500		3,506.000	-313.500	-8.94	GBP	2.70
	L	Coca-Cola	68.170	8/12/24	-0.74	39.610		37.010	2.600	7.03	USD	1.66
	L	RWE	32.360	8/12/24	1.70	27.255		28.100	-0.845	-3.01	EUR	1.26
	L	Philip Morris	116.090	8/12/24	0.07	89.900		89.000	0.900	1.01	USD	0.80
		E.on	12.325	8/12/24	0.78	12.255		11.877	0.377	3.18	EUR	0.78
		BP	439.600	8/12/24	1.35	452.100		468.450	-16.350	-3.49	GBP	0.65
		BHP	2,094.000	8/12/24	-0.14	1,944.500		2,111.500	-167.000	-7.91	GBP	0.41
	S	McDonald´s	269.460	8/12/24	0.58	95.370		94.360	1.010	1.07	USD	0.12
		Sanofi	95.670	8/12/24	-0.60	75.500		73.100	2.400	3.28	EUR	0.09
		Merck (MSD)	113.480	8/12/24	-0.93	45.350		42.930	2.420	5.64	USD	-0.14
		Barclays	220.100	8/12/24	0.85	263.250		282.527	-19.277	-6.82	GBP	-0.67
	L	HSBC	643.900	8/12/24	0.22	682.900		717.100	-34.200	-4.77	GBP	-0.79
		Shell	33.025	8/12/24	0.93	25.010		26.610	-1.600	-6.01	EUR	-0.99
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.170		11.200	-0.030	-0.27	AUD	-1.11
		Exxon Mobil	119.000	8/12/24	0.13	88.230		91.110	-2.880	-3.16	USD	-1.12
		Standard Chartered	722.000	8/12/24	0.92	1,534.000		1,664.000	-130.000	-7.81	GBP	-1.59
		Canon	4,525.000	8/09/24	1.64	3,125.000		3,301.000	-176.000	-5.33	JPY	-2.97
		Caterpillar	336.030	8/12/24	-0.66	84.280		97.450	-13.170	-13.51	USD	-3.06
	L	Unilever	55.100	8/12/24	-0.36	29.015		29.825	-0.810	-2.72	EUR	-3.08
	L	Anglo American	2,232.500	8/12/24	0.29	1,515.500		1,872.500	-357.000	-19.07	GBP	-7.25
		IBM	189.480	8/12/24	-1.03	177.350		204.930	-27.580	-13.46	USD	-9.42
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 10/28/13 / 1/28/13 - 76 did rise, Market-Ratio(39) = 80.00 %

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