Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 1/13/14 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	1/13/14	⇓ Δwk	4/15/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,523.830		1,355.010	168.820	12.46	USD	8.25
		Panasonic	1,058.500	8/09/24	1.34	1,338.000		700.000	638.000	91.14	JPY	63.32
		ING Groep	15.232	8/12/24	0.21	10.595		5.879	4.716	80.22	EUR	39.99
		Societe Generale	20.520	8/12/24	0.44	44.945		26.100	18.845	72.20	EUR	37.40
		Aviva	484.200	8/12/24	0.35	476.200		300.400	175.800	58.52	GBP	29.23
	L	Alphabet A	162.290	8/12/24	-0.84	28.161		19.609	8.553	43.62	USD	27.29
		Seven & i	1,672.500	8/09/24	-0.54	1,448.670		1,233.670	215.000	17.43	JPY	27.18
	S	Bristol-Myers	47.060	8/12/24	0.73	55.420		40.750	14.670	36.00	USD	26.99
		Axa	32.350	8/12/24	-0.77	20.150		13.735	6.415	46.71	EUR	26.95
	L	Deutsche Telekom	24.730	8/12/24	0.49	12.205		8.757	3.448	39.37	EUR	26.92
		Aegon	5.562	8/12/24	0.22	6.807		4.648	2.159	46.45	EUR	26.20
		Banco Bilbao Viz	8.924	8/12/24	0.27	9.492		6.799	2.693	39.61	EUR	25.48
	S	Mercedes-Benz	57.480	8/12/24	-0.57	62.870		39.435	23.435	59.43	EUR	25.27
	L	HP	33.780	8/12/24	0.72	12.770		9.392	3.379	35.98	USD	24.88
		Saint-Gobain	73.560	8/12/24	-0.41	41.130		28.975	12.155	41.95	EUR	22.22
		Prudential	635.400	8/12/24	0.41	1,370.000		1,062.000	308.000	29.00	GBP	21.97
		Carrefour	13.730	8/12/24	-0.36	28.500		21.380	7.120	33.30	EUR	21.84
	L	Morgan Stanley	94.840	8/12/24	0.13	30.870		21.480	9.390	43.72	USD	20.59
		Bridgestone	5,582.000	8/09/24	-1.33	3,944.000		3,678.000	266.000	7.23	JPY	19.40
	L	3M	123.360	8/12/24	-0.65	134.680		105.760	28.920	27.34	USD	18.42
	L	Philips	26.060	8/12/24	-0.91	27.670		22.710	4.960	21.84	EUR	18.40
	L	Vodafone	74.440	8/12/24	0.87	233.750		191.000	42.750	22.38	GBP	18.36
		Banco Santander	4.089	8/12/24	-0.24	6.809		5.250	1.559	29.70	EUR	18.02
		Siemens	157.200	8/12/24	0.01	98.520		77.023	21.497	27.91	EUR	17.78
	L	Bayer	25.960	8/12/24	-0.04	98.220		81.590	16.630	20.38	EUR	17.04
		⇓instrument	freshest		⇓ Δday	1/13/14	⇓ Δwk	4/15/13	prc diff	⇓ Δ39	Curr	∅-RS
		Nike	74.640	8/12/24	0.40	37.590		29.835	7.755	25.99	USD	16.73
		Marsh & McLennan	217.350	8/12/24	-1.23	47.390		37.610	9.780	26.00	USD	15.86
	S	Volkswagen	93.500	8/12/24	-0.47	199.500		143.700	55.800	38.83	EUR	15.53
		Vivendi	9.488	8/12/24	0.40	19.020		16.090	2.930	18.21	EUR	15.01
	S	Orange	10.115	8/12/24	-0.25	9.526		7.750	1.776	22.92	EUR	14.87
		Merck (MSD)	113.480	8/12/24	-0.93	53.120		46.460	6.660	14.33	USD	14.41
	L	Apple	217.530	8/12/24	0.71	19.133		14.995	4.139	27.60	USD	14.10
	L	Raytheon Tech	116.600	8/12/24	0.39	70.988		58.855	12.133	20.62	USD	13.77
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,663.500		3,340.000	323.500	9.69	GBP	12.72
	L	Texas Instruments	192.060	8/12/24	-0.08	42.240		35.270	6.970	19.76	USD	12.39
		Allianz	255.900	8/12/24		128.835		107.106	21.729	20.29	EUR	12.19
		UBS	24.850	8/12/24	0.44	18.760		14.920	3.840	25.74	CHF	12.08
		Deutsche Bank	13.308	8/12/24	0.14	32.829		26.521	6.308	23.78	EUR	12.03
	L	Goldman Sachs	485.500	8/12/24	-0.97	175.880		146.460	29.420	20.09	USD	11.87
		Telefónica	4.032	8/12/24	0.12	12.260		10.705	1.555	14.53	EUR	11.61
	L	ABB	45.510	8/12/24	0.55	23.700		20.740	2.960	14.27	CHF	11.57
		Honda Motor	1,420.000	8/09/24	-0.14	1,405.330		1,273.330	132.000	10.37	JPY	11.40
		Citigroup	57.840	8/12/24		53.720		44.870	8.850	19.72	USD	11.37
		General Electric	166.870	8/12/24	-0.16	213.840		182.480	31.360	17.19	USD	11.22
		JP Morgan Chase	206.190	8/12/24	0.19	57.700		47.930	9.770	20.38	USD	11.05
	S	Intel	19.360	8/12/24	-1.78	25.500		21.380	4.120	19.27	USD	10.74
	S	Johnson & Johnson	159.880	8/12/24	-0.46	94.500		81.710	12.790	15.65	USD	10.24
		Exxon Mobil	119.000	8/12/24	0.13	98.550		86.490	12.060	13.94	USD	8.73
		Toyota	2,447.500	8/09/24	-0.14	1,240.000		1,103.000	137.000	12.42	JPY	8.62
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	64.690		58.435	6.255	10.70	USD	8.36
		⇓instrument	freshest		⇓ Δday	1/13/14	⇓ Δwk	4/15/13	prc diff	⇓ Δ39	Curr	∅-RS
		Microsoft	406.810	8/12/24	0.19	34.980		28.690	6.290	21.92	USD	8.08
		Repsol	12.765	8/12/24	0.67	18.910		16.630	2.280	13.71	EUR	8.02
		BP	439.600	8/12/24	1.35	495.800		446.500	49.300	11.04	GBP	7.89
	L	Novartis	96.740	8/12/24	0.16	60.960		57.500	3.460	6.02	CHF	7.78
	S	BASF	41.280	8/12/24	-0.22	77.490		68.630	8.860	12.91	EUR	7.56
		Swiss Re	104.000	8/12/24	0.10	80.000		72.450	7.550	10.42	CHF	7.50
		Schneider Electric	211.250	8/12/24	0.38	63.250		55.000	8.250	15.00	EUR	7.09
		TotalEnergies	61.720	8/12/24	0.60	43.055		36.550	6.505	17.80	EUR	6.84
		Barclays	220.100	8/12/24	0.85	291.700		274.121	17.579	6.41	GBP	6.81
	S	Ford Motor	9.860	8/12/24	-2.38	16.110		12.950	3.160	24.40	USD	6.02
	L	Pfizer	28.450	8/12/24	-0.35	30.540		30.450	0.090	0.30	USD	5.29
		Shell	33.025	8/12/24	0.93	26.275		24.715	1.560	6.31	EUR	4.96
	L	Münchener Rück	439.200	8/12/24	1.01	152.600		152.350	0.250	0.16	EUR	4.37
	S	Sony	12,325.000	8/09/24	0.28	1,831.000		1,637.000	194.000	11.85	JPY	3.89
		Caterpillar	336.030	8/12/24	-0.66	89.890		82.270	7.620	9.26	USD	3.63
	L	Nestlé	88.640	8/12/24	-0.40	66.350		65.550	0.800	1.22	CHF	3.19
	S	Engie	15.335	8/12/24	0.49	16.770		16.155	0.615	3.81	EUR	2.90
	L	Walmart	68.700	8/12/24	1.10	25.830		26.157	-0.327	-1.25	USD	2.79
	L	Fox A	38.830	8/12/24	-1.27	32.350		30.400	1.950	6.41	USD	2.78
	S	National Grid	978.400	8/12/24	-0.04	777.000		803.000	-26.000	-3.24	GBP	2.59
		PepsiCo	171.420	8/12/24	-0.56	82.370		78.920	3.450	4.37	USD	2.38
		Rio Tinto	4,942.000	8/12/24	0.56	3,177.000		2,973.000	204.000	6.86	GBP	2.05
	L	Procter & Gamble	166.810	8/12/24	-2.19	80.010		79.650	0.360	0.45	USD	1.61
	S	Diageo	2,451.500	8/12/24	1.03	1,996.000		1,996.000	0.000	0.00	GBP	1.11
		E.on	12.325	8/12/24	0.78	11.936		13.146	-1.209	-9.20	EUR	-0.12
		⇓instrument	freshest		⇓ Δday	1/13/14	⇓ Δwk	4/15/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Coca-Cola	68.170	8/12/24	-0.74	39.530		40.090	-0.560	-1.40	USD	-0.25
		GSK	1,572.000	8/12/24	0.42	1,602.710		1,642.500	-39.790	-2.42	GBP	-0.37
		L´Oreal	376.650	8/12/24	-1.59	122.850		123.300	-0.450	-0.36	EUR	-0.86
		Chevron	145.020	8/12/24	0.02	119.250		116.570	2.680	2.30	USD	-0.98
	L	Ericsson	71.080	8/12/24	1.14	78.150		76.550	1.600	2.09	SEK	-1.33
	L	RWE	32.360	8/12/24	1.70	25.525		30.150	-4.625	-15.34	EUR	-1.90
	S	McDonald´s	269.460	8/12/24	0.58	94.830		102.150	-7.320	-7.17	USD	-2.57
		Canon	4,525.000	8/09/24	1.64	3,215.000		3,678.000	-463.000	-12.59	JPY	-2.72
	S	Nissan Motor	410.200	8/09/24	-0.56	948.000		1,007.000	-59.000	-5.86	JPY	-3.04
	L	HSBC	643.900	8/12/24	0.22	677.000		681.400	-4.400	-0.65	GBP	-3.11
		IBM	189.480	8/12/24	-1.03	184.160		209.260	-25.100	-11.99	USD	-4.68
		Sanofi	95.670	8/12/24	-0.60	73.200		81.900	-8.700	-10.62	EUR	-4.90
	L	Unilever	55.100	8/12/24	-0.36	28.475		31.845	-3.370	-10.58	EUR	-4.92
	S	Kimberly-Clark	34.140	8/12/24	-1.01	37.390		42.550	-5.160	-12.13	MXN	-5.49
		BHP	2,094.000	8/12/24	-0.14	1,797.000		1,824.500	-27.500	-1.51	GBP	-5.68
	S	LVMH	635.100	8/12/24	-0.14	126.350		131.250	-4.900	-3.73	EUR	-6.60
	L	Philip Morris	116.090	8/12/24	0.07	82.450		94.110	-11.660	-12.39	USD	-7.63
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.350		11.560	-1.210	-10.47	AUD	-8.19
		Samsung Electronics	75,500.000	8/12/24	1.07	25,900.000		29,500.000	-3,600.000	-12.20	KRW	-8.64
		Standard Chartered	722.000	8/12/24	0.92	1,292.000		1,613.000	-321.000	-19.90	GBP	-15.97
	L	Anglo American	2,232.500	8/12/24	0.29	1,273.000		1,575.000	-302.000	-19.17	GBP	-17.00
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 1/13/14 / 4/15/13 - 72 did rise, Market-Ratio(39) = 75.79 %

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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