Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 11/04/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	11/04/13	⇓ Δwk	2/04/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,492.820		1,328.460	164.360	12.37	USD	10.00
		Panasonic	1,058.500	8/09/24	1.34	1,060.000		730.000	330.000	45.21	JPY	57.27
		Societe Generale	20.520	8/12/24	0.44	41.425		32.125	9.300	28.95	EUR	36.45
		ING Groep	15.232	8/12/24	0.21	9.649		7.021	2.628	37.43	EUR	34.72
	S	Bristol-Myers	47.060	8/12/24	0.73	53.040		36.520	16.520	45.24	USD	33.28
	L	HP	33.780	8/12/24	0.72	11.703		7.348	4.355	59.27	USD	31.91
	S	Mercedes-Benz	57.480	8/12/24	-0.57	59.830		42.340	17.490	41.31	EUR	29.72
	L	Deutsche Telekom	24.730	8/12/24	0.49	11.750		8.845	2.905	32.84	EUR	29.48
		Nike	74.640	8/12/24	0.40	38.185		26.830	11.355	42.32	USD	29.46
	L	Morgan Stanley	94.840	8/12/24	0.13	29.340		22.880	6.460	28.23	USD	28.18
		Toyota	2,447.500	8/09/24	-0.14	1,272.000		910.000	362.000	39.78	JPY	26.37
	L	Alphabet A	162.290	8/12/24	-0.84	25.732		19.034	6.698	35.19	USD	26.28
		Aviva	484.200	8/12/24	0.35	446.900		351.900	95.000	27.00	GBP	25.80
		Axa	32.350	8/12/24	-0.77	18.435		13.285	5.150	38.77	EUR	25.39
	L	Vodafone	74.440	8/12/24	0.87	230.000		170.500	59.500	34.90	GBP	24.97
	S	Orange	10.115	8/12/24	-0.25	10.150		8.028	2.122	26.43	EUR	24.90
		Carrefour	13.730	8/12/24	-0.36	27.075		20.610	6.465	31.37	EUR	24.48
		Prudential	635.400	8/12/24	0.41	1,290.000		934.500	355.500	38.04	GBP	23.87
		Telefónica	4.032	8/12/24	0.12	12.910		10.070	2.840	28.20	EUR	21.28
	S	Ford Motor	9.860	8/12/24	-2.38	17.000		12.880	4.120	31.99	USD	19.97
		Saint-Gobain	73.560	8/12/24	-0.41	38.535		29.825	8.710	29.20	EUR	19.73
	L	Texas Instruments	192.060	8/12/24	-0.08	41.990		33.270	8.720	26.21	USD	19.64
		Banco Bilbao Viz	8.924	8/12/24	0.27	8.602		6.967	1.635	23.47	EUR	19.63
	L	3M	123.360	8/12/24	-0.65	126.320		100.770	25.550	25.35	USD	19.11
		Marsh & McLennan	217.350	8/12/24	-1.23	45.810		35.830	9.980	27.85	USD	18.74
		⇓instrument	freshest		⇓ Δday	11/04/13	⇓ Δwk	2/04/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Philips	26.060	8/12/24	-0.91	26.210		22.885	3.325	14.53	EUR	18.14
		Microsoft	406.810	8/12/24	0.19	35.940		27.440	8.500	30.98	USD	17.83
	L	Bayer	25.960	8/12/24	-0.04	92.560		71.930	20.630	28.68	EUR	17.44
		Repsol	12.765	8/12/24	0.67	19.770		15.625	4.145	26.53	EUR	16.41
		Siemens	157.200	8/12/24	0.01	93.580		75.140	18.440	24.54	EUR	16.29
	L	Raytheon Tech	116.600	8/12/24	0.39	67.955		56.350	11.605	20.59	USD	16.05
		Vivendi	9.488	8/12/24	0.40	18.710		15.465	3.245	20.98	EUR	15.84
		Bridgestone	5,582.000	8/09/24	-1.33	3,346.000		2,431.000	915.000	37.64	JPY	15.77
	L	Fox A	38.830	8/12/24	-1.27	34.150		27.945	6.205	22.20	USD	15.63
		General Electric	166.870	8/12/24	-0.16	211.440		178.480	32.960	18.47	USD	15.28
	S	Johnson & Johnson	159.880	8/12/24	-0.46	93.030		74.110	18.920	25.53	USD	14.87
		Aegon	5.562	8/12/24	0.22	5.803		4.700	1.103	23.47	EUR	14.84
		Seven & i	1,672.500	8/09/24	-0.54	1,187.000		934.330	252.670	27.04	JPY	14.76
	S	Sony	12,325.000	8/09/24	0.28	1,686.000		1,485.000	201.000	13.54	JPY	14.69
		Banco Santander	4.089	8/12/24	-0.24	6.506		5.691	0.815	14.32	EUR	14.68
	S	Volkswagen	93.500	8/12/24	-0.47	192.000		179.900	12.100	6.73	EUR	14.57
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	65.730		54.365	11.365	20.90	USD	14.50
	S	Engie	15.335	8/12/24	0.49	18.405		14.720	3.685	25.03	EUR	14.30
	L	ABB	45.510	8/12/24	0.55	22.990		19.230	3.760	19.55	CHF	13.36
		TotalEnergies	61.720	8/12/24	0.60	44.500		39.000	5.500	14.10	EUR	13.06
		Honda Motor	1,420.000	8/09/24	-0.14	1,309.330		1,180.670	128.660	10.90	JPY	12.97
		Allianz	255.900	8/12/24		123.989		101.960	22.029	21.61	EUR	12.91
	L	Pfizer	28.450	8/12/24	-0.35	31.260		27.170	4.090	15.05	USD	12.62
	L	Apple	217.530	8/12/24	0.71	18.812		15.797	3.016	19.09	USD	12.00
	L	Goldman Sachs	485.500	8/12/24	-0.97	163.160		147.520	15.640	10.60	USD	10.91
		⇓instrument	freshest		⇓ Δday	11/04/13	⇓ Δwk	2/04/13	prc diff	⇓ Δ39	Curr	∅-RS
		Swiss Re	104.000	8/12/24	0.10	79.450		67.750	11.700	17.27	CHF	10.85
	L	Münchener Rück	439.200	8/12/24	1.01	155.150		133.750	21.400	16.00	EUR	9.73
		Schneider Electric	211.250	8/12/24	0.38	62.840		55.250	7.590	13.74	EUR	9.71
	S	Intel	19.360	8/12/24	-1.78	24.255		21.160	3.095	14.63	USD	9.12
		PepsiCo	171.420	8/12/24	-0.56	84.370		72.450	11.920	16.45	USD	8.81
		BP	439.600	8/12/24	1.35	489.200		462.050	27.150	5.88	GBP	8.78
	S	BASF	41.280	8/12/24	-0.22	76.100		73.140	2.960	4.05	EUR	7.90
	L	Novartis	96.740	8/12/24	0.16	58.420		51.670	6.750	13.06	CHF	7.71
		GSK	1,572.000	8/12/24	0.42	1,669.190		1,452.110	217.080	14.95	GBP	7.59
		Citigroup	57.840	8/12/24		48.630		42.210	6.420	15.21	USD	7.57
	L	Procter & Gamble	166.810	8/12/24	-2.19	81.330		75.250	6.080	8.08	USD	7.12
		JP Morgan Chase	206.190	8/12/24	0.19	52.040		47.680	4.360	9.14	USD	6.04
		Rio Tinto	4,942.000	8/12/24	0.56	3,289.500		3,615.000	-325.500	-9.00	GBP	5.75
	S	Kimberly-Clark	34.140	8/12/24	-1.01	40.360		35.750	4.610	12.90	MXN	5.55
		Samsung Electronics	75,500.000	8/12/24	1.07	29,980.000		28,540.000	1,440.000	5.05	KRW	5.43
	S	National Grid	978.400	8/12/24	-0.04	780.500		692.500	88.000	12.71	GBP	5.11
	S	LVMH	635.100	8/12/24	-0.14	141.850		134.000	7.850	5.86	EUR	5.05
		L´Oreal	376.650	8/12/24	-1.59	124.950		108.600	16.350	15.06	EUR	5.00
	L	Walmart	68.700	8/12/24	1.10	25.777		23.210	2.567	11.06	USD	4.92
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,288.000		3,040.500	247.500	8.14	GBP	4.58
	L	Nestlé	88.640	8/12/24	-0.40	65.550		63.200	2.350	3.72	CHF	3.70
		Exxon Mobil	119.000	8/12/24	0.13	92.100		89.150	2.950	3.31	USD	3.28
		Sanofi	95.670	8/12/24	-0.60	77.960		69.680	8.280	11.88	EUR	3.12
	L	Ericsson	71.080	8/12/24	1.14	77.500		77.350	0.150	0.19	SEK	2.69
	S	Diageo	2,451.500	8/12/24	1.03	1,990.500		1,881.000	109.500	5.82	GBP	2.36
		⇓instrument	freshest		⇓ Δday	11/04/13	⇓ Δwk	2/04/13	prc diff	⇓ Δ39	Curr	∅-RS
		Deutsche Bank	13.308	8/12/24	0.14	29.803		31.692	-1.890	-5.96	EUR	2.06
	S	McDonald´s	269.460	8/12/24	0.58	97.310		94.600	2.710	2.86	USD	1.96
	L	HSBC	643.900	8/12/24	0.22	703.000		706.100	-3.100	-0.44	GBP	1.89
		UBS	24.850	8/12/24	0.44	16.540		15.620	0.920	5.89	CHF	1.67
	L	Coca-Cola	68.170	8/12/24	-0.74	39.510		37.350	2.160	5.78	USD	1.28
	L	Philip Morris	116.090	8/12/24	0.07	90.250		87.330	2.920	3.34	USD	1.16
	L	RWE	32.360	8/12/24	1.70	27.030		27.430	-0.400	-1.46	EUR	0.84
		E.on	12.325	8/12/24	0.78	12.205		11.546	0.659	5.71	EUR	0.81
		BHP	2,094.000	8/12/24	-0.14	1,949.500		2,168.000	-218.500	-10.08	GBP	0.70
		Merck (MSD)	113.480	8/12/24	-0.93	45.720		40.850	4.870	11.92	USD	0.68
		Chevron	145.020	8/12/24	0.02	118.100		115.200	2.900	2.52	USD	0.65
	S	Nissan Motor	410.200	8/09/24	-0.56	926.000		975.000	-49.000	-5.03	JPY	-1.59
		Shell	33.025	8/12/24	0.93	24.775		25.565	-0.790	-3.09	EUR	-1.84
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.070		11.480	-0.410	-3.57	AUD	-2.04
		Standard Chartered	722.000	8/12/24	0.92	1,519.000		1,647.500	-128.500	-7.80	GBP	-2.60
	L	Unilever	55.100	8/12/24	-0.36	29.135		29.385	-0.250	-0.85	EUR	-2.73
		Caterpillar	336.030	8/12/24	-0.66	83.890		98.260	-14.370	-14.62	USD	-3.50
		Canon	4,525.000	8/09/24	1.64	3,106.000		3,442.000	-336.000	-9.76	JPY	-4.03
		Barclays	220.100	8/12/24	0.85	255.150		269.271	-14.121	-5.24	GBP	-4.17
		IBM	189.480	8/12/24	-1.03	180.270		203.790	-23.520	-11.54	USD	-7.75
	L	Anglo American	2,232.500	8/12/24	0.29	1,494.500		1,924.500	-430.000	-22.34	GBP	-8.14
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 11/04/13 / 2/04/13 - 80 did rise, Market-Ratio(39) = 84.21 %

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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