Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 11/18/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	11/18/13	⇓ Δwk	2/18/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,517.060		1,329.820	187.240	14.08	USD	10.93
		Panasonic	1,058.500	8/09/24	1.34	1,079.000		663.000	416.000	62.75	JPY	53.55
		Societe Generale	20.520	8/12/24	0.44	41.720		30.495	11.225	36.81	EUR	34.86
		ING Groep	15.232	8/12/24	0.21	9.614		6.619	2.995	45.25	EUR	32.64
		Nike	74.640	8/12/24	0.40	39.290		27.235	12.055	44.26	USD	30.70
	L	Morgan Stanley	94.840	8/12/24	0.13	30.330		24.320	6.010	24.71	USD	29.67
	S	Bristol-Myers	47.060	8/12/24	0.73	51.860		36.940	14.920	40.39	USD	27.96
	S	Mercedes-Benz	57.480	8/12/24	-0.57	59.760		44.450	15.310	34.44	EUR	27.13
	L	Vodafone	74.440	8/12/24	0.87	234.350		166.800	67.550	40.50	GBP	25.88
		Carrefour	13.730	8/12/24	-0.36	27.735		20.075	7.660	38.16	EUR	25.71
		Axa	32.350	8/12/24	-0.77	18.700		13.705	4.995	36.45	EUR	25.14
	S	Sony	12,325.000	8/09/24	0.28	1,897.000		1,338.000	559.000	41.78	JPY	25.13
	L	Alphabet A	162.290	8/12/24	-0.84	25.869		20.234	5.635	27.85	USD	24.97
	L	HP	33.780	8/12/24	0.72	11.353		7.670	3.683	48.02	USD	24.64
		Aegon	5.562	8/12/24	0.22	6.323		5.113	1.210	23.67	EUR	23.57
		Toyota	2,447.500	8/09/24	-0.14	1,276.000		959.000	317.000	33.06	JPY	22.87
		Bridgestone	5,582.000	8/09/24	-1.33	3,648.000		2,649.000	999.000	37.71	JPY	22.69
	L	Deutsche Telekom	24.730	8/12/24	0.49	11.240		8.261	2.979	36.06	EUR	22.51
		Marsh & McLennan	217.350	8/12/24	-1.23	47.260		36.280	10.980	30.26	USD	21.11
	L	3M	123.360	8/12/24	-0.65	130.130		104.180	25.950	24.91	USD	21.04
		Microsoft	406.810	8/12/24	0.19	37.200		28.045	9.155	32.64	USD	20.90
		Aviva	484.200	8/12/24	0.35	433.000		360.000	73.000	20.28	GBP	20.60
		Prudential	635.400	8/12/24	0.41	1,274.000		952.000	322.000	33.82	GBP	20.44
		Siemens	157.200	8/12/24	0.01	96.910		75.849	21.061	27.77	EUR	19.52
	L	Texas Instruments	192.060	8/12/24	-0.08	42.440		33.940	8.500	25.04	USD	19.28
		⇓instrument	freshest		⇓ Δday	11/18/13	⇓ Δwk	2/18/13	prc diff	⇓ Δ39	Curr	∅-RS
	S	Orange	10.115	8/12/24	-0.25	9.743		7.600	2.143	28.20	EUR	19.18
		Saint-Gobain	73.560	8/12/24	-0.41	38.750		31.180	7.570	24.28	EUR	18.88
	L	Bayer	25.960	8/12/24	-0.04	94.590		69.290	25.300	36.51	EUR	18.48
		Seven & i	1,672.500	8/09/24	-0.54	1,244.330		923.000	321.330	34.81	JPY	18.31
	L	Philips	26.060	8/12/24	-0.91	26.500		21.805	4.695	21.53	EUR	18.24
	S	Ford Motor	9.860	8/12/24	-2.38	16.980		12.990	3.990	30.72	USD	17.80
		Banco Bilbao Viz	8.924	8/12/24	0.27	8.572		7.496	1.076	14.35	EUR	17.72
		General Electric	166.870	8/12/24	-0.16	217.760		190.000	27.760	14.61	USD	17.69
		Allianz	255.900	8/12/24		128.700		103.188	25.512	24.72	EUR	15.94
		Telefónica	4.032	8/12/24	0.12	12.440		9.645	2.795	28.98	EUR	15.87
		Vivendi	9.488	8/12/24	0.40	18.850		15.820	3.030	19.15	EUR	15.81
	S	Volkswagen	93.500	8/12/24	-0.47	195.500		176.530	18.970	10.75	EUR	15.79
	L	Raytheon Tech	116.600	8/12/24	0.39	68.678		57.281	11.397	19.90	USD	15.75
		Honda Motor	1,420.000	8/09/24	-0.14	1,369.330		1,158.000	211.330	18.25	JPY	15.67
	S	Johnson & Johnson	159.880	8/12/24	-0.46	94.300		76.960	17.340	22.53	USD	15.14
	L	Pfizer	28.450	8/12/24	-0.35	32.010		27.710	4.300	15.52	USD	14.20
	L	ABB	45.510	8/12/24	0.55	23.350		20.970	2.380	11.35	CHF	13.82
		Swiss Re	104.000	8/12/24	0.10	82.200		73.150	9.050	12.37	CHF	13.71
		Banco Santander	4.089	8/12/24	-0.24	6.483		5.856	0.627	10.71	EUR	13.65
		TotalEnergies	61.720	8/12/24	0.60	44.660		37.445	7.215	19.27	EUR	12.86
	L	Fox A	38.830	8/12/24	-1.27	33.750		29.170	4.580	15.70	USD	12.73
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	65.180		55.955	9.225	16.49	USD	12.61
		JP Morgan Chase	206.190	8/12/24	0.19	55.740		49.450	6.290	12.72	USD	12.44
	L	Goldman Sachs	485.500	8/12/24	-0.97	165.680		158.650	7.030	4.43	USD	11.23
		Citigroup	57.840	8/12/24		50.790		44.500	6.290	14.13	USD	11.01
		⇓instrument	freshest		⇓ Δday	11/18/13	⇓ Δwk	2/18/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Procter & Gamble	166.810	8/12/24	-2.19	84.570		77.380	7.190	9.29	USD	10.57
	L	Apple	217.530	8/12/24	0.71	18.522		16.428	2.094	12.75	USD	10.55
	S	Intel	19.360	8/12/24	-1.78	24.600		21.085	3.515	16.67	USD	10.13
		PepsiCo	171.420	8/12/24	-0.56	85.860		75.500	10.360	13.72	USD	9.83
	S	BASF	41.280	8/12/24	-0.22	77.960		71.450	6.510	9.11	EUR	9.78
	S	Engie	15.335	8/12/24	0.49	17.690		14.660	3.030	20.67	EUR	9.55
	L	Novartis	96.740	8/12/24	0.16	59.920		53.250	6.670	12.53	CHF	9.53
	L	Münchener Rück	439.200	8/12/24	1.01	155.950		133.800	22.150	16.55	EUR	9.41
		Repsol	12.765	8/12/24	0.67	18.665		15.450	3.215	20.81	EUR	8.90
	L	Ericsson	71.080	8/12/24	1.14	82.800		79.050	3.750	4.74	SEK	8.34
		BP	439.600	8/12/24	1.35	488.550		445.000	43.550	9.79	GBP	8.18
		Schneider Electric	211.250	8/12/24	0.38	62.130		54.040	8.090	14.97	EUR	7.48
	L	Walmart	68.700	8/12/24	1.10	26.407		22.920	3.487	15.21	USD	7.20
		Exxon Mobil	119.000	8/12/24	0.13	95.450		89.320	6.130	6.86	USD	6.88
		E.on	12.325	8/12/24	0.78	12.773		12.055	0.718	5.96	EUR	6.33
	L	Nestlé	88.640	8/12/24	-0.40	67.300		63.100	4.200	6.66	CHF	6.07
		Merck (MSD)	113.480	8/12/24	-0.93	48.010		42.220	5.790	13.71	USD	5.59
		Sanofi	95.670	8/12/24	-0.60	80.200		72.260	7.940	10.99	EUR	5.50
	S	LVMH	635.100	8/12/24	-0.14	142.550		132.350	10.200	7.71	EUR	5.16
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,317.000		2,912.000	405.000	13.91	GBP	4.93
		L´Oreal	376.650	8/12/24	-1.59	125.850		110.050	15.800	14.36	EUR	4.74
		Rio Tinto	4,942.000	8/12/24	0.56	3,264.500		3,711.000	-446.500	-12.03	GBP	4.74
	L	RWE	32.360	8/12/24	1.70	27.780		28.265	-0.485	-1.72	EUR	4.47
		UBS	24.850	8/12/24	0.44	17.020		15.230	1.790	11.75	CHF	3.99
		GSK	1,572.000	8/12/24	0.42	1,625.370		1,484.340	141.030	9.50	GBP	3.99
		⇓instrument	freshest		⇓ Δday	11/18/13	⇓ Δwk	2/18/13	prc diff	⇓ Δ39	Curr	∅-RS
	S	Diageo	2,451.500	8/12/24	1.03	2,030.000		1,922.000	108.000	5.62	GBP	3.94
	S	National Grid	978.400	8/12/24	-0.04	774.500		692.500	82.000	11.84	GBP	3.84
		Samsung Electronics	75,500.000	8/12/24	1.07	29,480.000		29,840.000	-360.000	-1.21	KRW	3.35
	L	Coca-Cola	68.170	8/12/24	-0.74	40.170		37.670	2.500	6.64	USD	2.62
	L	Philip Morris	116.090	8/12/24	0.07	91.640		91.310	0.330	0.36	USD	2.53
		Chevron	145.020	8/12/24	0.02	120.560		115.920	4.640	4.00	USD	2.32
	S	McDonald´s	269.460	8/12/24	0.58	97.650		93.850	3.800	4.05	USD	1.82
		BHP	2,094.000	8/12/24	-0.14	1,940.500		2,219.500	-279.000	-12.57	GBP	0.27
	L	HSBC	643.900	8/12/24	0.22	695.000		726.000	-31.000	-4.27	GBP	0.18
		Shell	33.025	8/12/24	0.93	25.020		24.500	0.520	2.12	EUR	-0.55
		Deutsche Bank	13.308	8/12/24	0.14	29.058		30.735	-1.677	-5.46	EUR	-0.56
	S	Kimberly-Clark	34.140	8/12/24	-1.01	38.300		38.310	-0.010	-0.03	MXN	-0.67
		Canon	4,525.000	8/09/24	1.64	3,227.000		3,340.000	-113.000	-3.38	JPY	-1.24
	S	Nissan Motor	410.200	8/09/24	-0.56	934.000		959.000	-25.000	-2.61	JPY	-2.09
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.020		11.100	-0.080	-0.72	AUD	-2.62
	L	Unilever	55.100	8/12/24	-0.36	29.130		29.280	-0.150	-0.51	EUR	-2.82
		Caterpillar	336.030	8/12/24	-0.66	84.040		95.600	-11.560	-12.09	USD	-3.24
		Standard Chartered	722.000	8/12/24	0.92	1,482.000		1,729.500	-247.500	-14.31	GBP	-5.10
		IBM	189.480	8/12/24	-1.03	184.470		200.320	-15.850	-7.91	USD	-5.40
		Barclays	220.100	8/12/24	0.85	251.400		295.783	-44.383	-15.01	GBP	-6.23
	L	Anglo American	2,232.500	8/12/24	0.29	1,438.500		1,983.000	-544.500	-27.46	GBP	-10.80
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 11/18/13 / 2/18/13 - 79 did rise, Market-Ratio(39) = 83.16 %

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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