Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 11/25/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	11/25/13	⇓ Δwk	2/25/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,520.150		1,320.820	199.330	15.09	USD	10.69
		Panasonic	1,058.500	8/09/24	1.34	1,120.000		680.000	440.000	64.71	JPY	56.24
	L	Morgan Stanley	94.840	8/12/24	0.13	31.540		22.030	9.510	43.17	USD	33.17
		Societe Generale	20.520	8/12/24	0.44	41.490		29.825	11.665	39.11	EUR	32.93
		ING Groep	15.232	8/12/24	0.21	9.529		6.339	3.190	50.32	EUR	30.66
		Nike	74.640	8/12/24	0.40	39.565		27.020	12.545	46.43	USD	30.39
	S	Bristol-Myers	47.060	8/12/24	0.73	52.850		36.340	16.510	45.43	USD	29.18
	S	Mercedes-Benz	57.480	8/12/24	-0.57	60.620		45.370	15.250	33.61	EUR	27.70
		Carrefour	13.730	8/12/24	-0.36	28.400		20.830	7.570	36.34	EUR	27.68
		Axa	32.350	8/12/24	-0.77	19.145		13.670	5.475	40.05	EUR	27.00
		Aegon	5.562	8/12/24	0.22	6.536		4.695	1.841	39.21	EUR	26.75
	L	Alphabet A	162.290	8/12/24	-0.84	26.229		19.831	6.399	32.27	USD	25.65
	L	HP	33.780	8/12/24	0.72	11.499		8.660	2.838	32.77	USD	24.52
	L	Deutsche Telekom	24.730	8/12/24	0.49	11.380		8.271	3.109	37.59	EUR	23.35
	L	Vodafone	74.440	8/12/24	0.87	229.750		164.100	65.650	40.01	GBP	22.54
		Bridgestone	5,582.000	8/09/24	-1.33	3,674.000		2,822.000	852.000	30.19	JPY	21.79
		Microsoft	406.810	8/12/24	0.19	37.640		27.370	10.270	37.52	USD	21.57
		Marsh & McLennan	217.350	8/12/24	-1.23	47.680		35.720	11.960	33.48	USD	21.51
	L	3M	123.360	8/12/24	-0.65	131.230		101.750	29.480	28.97	USD	21.18
	S	Sony	12,325.000	8/09/24	0.28	1,874.000		1,322.000	552.000	41.75	JPY	21.16
		Toyota	2,447.500	8/09/24	-0.14	1,273.000		947.000	326.000	34.42	JPY	20.86
		Honda Motor	1,420.000	8/09/24	-0.14	1,443.670		1,156.670	287.000	24.81	JPY	20.76
		Siemens	157.200	8/12/24	0.01	97.760		77.304	20.456	26.46	EUR	20.03
		Prudential	635.400	8/12/24	0.41	1,278.000		964.500	313.500	32.50	GBP	19.92
	L	Bayer	25.960	8/12/24	-0.04	96.060		73.750	22.310	30.25	EUR	19.49
		⇓instrument	freshest		⇓ Δday	11/25/13	⇓ Δwk	2/25/13	prc diff	⇓ Δ39	Curr	∅-RS
		Saint-Gobain	73.560	8/12/24	-0.41	39.030		31.480	7.550	23.98	EUR	19.04
		Aviva	484.200	8/12/24	0.35	428.500		358.900	69.600	19.39	GBP	18.76
	L	Texas Instruments	192.060	8/12/24	-0.08	42.550		33.730	8.820	26.15	USD	18.69
		Seven & i	1,672.500	8/09/24	-0.54	1,240.330		914.000	326.330	35.70	JPY	16.77
		Banco Bilbao Viz	8.924	8/12/24	0.27	8.545		7.566	0.979	12.94	EUR	16.65
	S	Ford Motor	9.860	8/12/24	-2.38	16.940		12.130	4.810	39.65	USD	16.44
	S	Orange	10.115	8/12/24	-0.25	9.544		7.479	2.065	27.61	EUR	16.37
	L	Raytheon Tech	116.600	8/12/24	0.39	69.421		55.614	13.807	24.83	USD	16.17
	S	Johnson & Johnson	159.880	8/12/24	-0.46	95.630		75.570	20.060	26.54	USD	16.06
	L	Philips	26.060	8/12/24	-0.91	26.110		21.810	4.300	19.72	EUR	15.83
		Citigroup	57.840	8/12/24		53.290		41.150	12.140	29.50	USD	15.65
		JP Morgan Chase	206.190	8/12/24	0.19	57.650		47.700	9.950	20.86	USD	15.55
	S	Volkswagen	93.500	8/12/24	-0.47	195.890		165.000	30.890	18.72	EUR	15.55
		General Electric	166.870	8/12/24	-0.16	213.840		182.480	31.360	17.19	USD	14.98
		Vivendi	9.488	8/12/24	0.40	18.750		15.945	2.805	17.59	EUR	14.87
	L	Pfizer	28.450	8/12/24	-0.35	32.140		26.840	5.300	19.75	USD	14.04
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	65.950		57.005	8.945	15.69	USD	13.51
		Allianz	255.900	8/12/24		126.490		104.350	22.140	21.22	EUR	13.26
		Telefónica	4.032	8/12/24	0.12	12.190		9.896	2.294	23.18	EUR	13.12
	L	Goldman Sachs	485.500	8/12/24	-0.97	169.480		147.650	21.830	14.78	USD	13.00
		TotalEnergies	61.720	8/12/24	0.60	44.780		38.410	6.370	16.58	EUR	12.84
		Banco Santander	4.089	8/12/24	-0.24	6.440		5.896	0.544	9.23	EUR	12.62
	L	ABB	45.510	8/12/24	0.55	23.160		21.240	1.920	9.04	CHF	12.19
	L	Apple	217.530	8/12/24	0.71	18.705		15.814	2.891	18.28	USD	11.80
	L	Procter & Gamble	166.810	8/12/24	-2.19	85.410		75.920	9.490	12.50	USD	11.19
		⇓instrument	freshest		⇓ Δday	11/25/13	⇓ Δwk	2/25/13	prc diff	⇓ Δ39	Curr	∅-RS
		Swiss Re	104.000	8/12/24	0.10	80.400		74.900	5.500	7.34	CHF	10.76
	L	Münchener Rück	439.200	8/12/24	1.01	157.900		137.900	20.000	14.50	EUR	10.34
	L	Novartis	96.740	8/12/24	0.16	60.620		54.170	6.450	11.91	CHF	10.25
	L	Fox A	38.830	8/12/24	-1.27	33.200		28.000	5.200	18.57	USD	10.12
		Merck (MSD)	113.480	8/12/24	-0.93	49.660		42.520	7.140	16.79	USD	9.01
	S	BASF	41.280	8/12/24	-0.22	77.690		75.010	2.680	3.57	EUR	9.00
		PepsiCo	171.420	8/12/24	-0.56	85.370		75.190	10.180	13.54	USD	8.72
	L	Walmart	68.700	8/12/24	1.10	26.810		23.480	3.330	14.18	USD	8.55
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,437.500		2,978.000	459.500	15.43	GBP	8.39
		BP	439.600	8/12/24	1.35	490.100		451.150	38.950	8.63	GBP	8.27
	S	Engie	15.335	8/12/24	0.49	17.360		14.845	2.515	16.94	EUR	7.39
		Repsol	12.765	8/12/24	0.67	18.450		15.840	2.610	16.48	EUR	7.34
	L	RWE	32.360	8/12/24	1.70	28.430		28.190	0.240	0.85	EUR	7.17
		E.on	12.325	8/12/24	0.78	12.773		11.836	0.936	7.91	EUR	6.34
	L	Ericsson	71.080	8/12/24	1.14	81.800		78.900	2.900	3.68	SEK	6.30
		Exxon Mobil	119.000	8/12/24	0.13	95.090		87.700	7.390	8.43	USD	6.30
		Schneider Electric	211.250	8/12/24	0.38	61.570		58.400	3.170	5.43	EUR	6.08
	S	Intel	19.360	8/12/24	-1.78	23.750		20.230	3.520	17.40	USD	5.93
	L	Nestlé	88.640	8/12/24	-0.40	67.300		64.900	2.400	3.70	CHF	5.81
		GSK	1,572.000	8/12/24	0.42	1,653.580		1,486.360	167.220	11.25	GBP	5.39
	S	National Grid	978.400	8/12/24	-0.04	784.500		717.500	67.000	9.34	GBP	4.97
		Chevron	145.020	8/12/24	0.02	123.740		113.540	10.200	8.98	USD	4.71
	S	LVMH	635.100	8/12/24	-0.14	142.150		133.600	8.550	6.40	EUR	4.64
		L´Oreal	376.650	8/12/24	-1.59	124.800		114.700	10.100	8.81	EUR	3.41
		Canon	4,525.000	8/09/24	1.64	3,382.000		3,339.000	43.000	1.29	JPY	3.20
		⇓instrument	freshest		⇓ Δday	11/25/13	⇓ Δwk	2/25/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Coca-Cola	68.170	8/12/24	-0.74	40.370		37.720	2.650	7.03	USD	2.98
		Sanofi	95.670	8/12/24	-0.60	78.530		72.480	6.050	8.35	EUR	2.96
	S	McDonald´s	269.460	8/12/24	0.58	98.920		96.140	2.780	2.89	USD	2.85
		UBS	24.850	8/12/24	0.44	16.830		14.930	1.900	12.73	CHF	2.50
	S	Diageo	2,451.500	8/12/24	1.03	2,000.000		1,967.000	33.000	1.68	GBP	2.20
		Samsung Electronics	75,500.000	8/12/24	1.07	29,160.000		30,880.000	-1,720.000	-5.57	KRW	2.18
		Rio Tinto	4,942.000	8/12/24	0.56	3,164.000		3,529.500	-365.500	-10.36	GBP	1.36
		Deutsche Bank	13.308	8/12/24	0.14	29.539		30.807	-1.268	-4.12	EUR	1.06
		Shell	33.025	8/12/24	0.93	25.100		24.890	0.210	0.84	EUR	-0.18
	L	HSBC	643.900	8/12/24	0.22	689.000		729.900	-40.900	-5.60	GBP	-0.92
	L	Unilever	55.100	8/12/24	-0.36	29.265		29.760	-0.495	-1.66	EUR	-2.43
		Caterpillar	336.030	8/12/24	-0.66	84.400		89.160	-4.760	-5.34	USD	-2.83
	S	Nissan Motor	410.200	8/09/24	-0.56	931.000		942.000	-11.000	-1.17	JPY	-2.90
	S	Kimberly-Clark	34.140	8/12/24	-1.01	37.580		39.510	-1.930	-4.88	MXN	-2.99
		BHP	2,094.000	8/12/24	-0.14	1,875.000		2,123.500	-248.500	-11.70	GBP	-3.11
		Barclays	220.100	8/12/24	0.85	259.100		287.885	-28.785	-10.00	GBP	-3.54
	L	Philip Morris	116.090	8/12/24	0.07	86.290		91.560	-5.270	-5.76	USD	-3.55
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.790		11.390	-0.600	-5.27	AUD	-4.72
		Standard Chartered	722.000	8/12/24	0.92	1,461.000		1,770.000	-309.000	-17.46	GBP	-6.48
		IBM	189.480	8/12/24	-1.03	178.940		197.510	-18.570	-9.40	USD	-8.18
	L	Anglo American	2,232.500	8/12/24	0.29	1,371.500		1,981.500	-610.000	-30.78	GBP	-14.66
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 11/25/13 / 2/25/13 - 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


	is taking down something concerning