Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 2/24/14 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/24/14	⇓ Δwk	5/27/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,533.490		1,410.770	122.720	8.70	USD	7.41
		Societe Generale	20.520	8/12/24	0.44	47.950		30.925	17.025	55.05	EUR	42.23
		Panasonic	1,058.500	8/09/24	1.34	1,205.000		812.000	393.000	48.40	JPY	37.06
		ING Groep	15.232	8/12/24	0.21	10.615		7.106	3.509	49.38	EUR	35.23
	L	Alphabet A	162.290	8/12/24	-0.84	30.407		22.100	8.307	37.59	USD	31.02
	S	Mercedes-Benz	57.480	8/12/24	-0.57	67.690		48.355	19.335	39.99	EUR	29.31
		Saint-Gobain	73.560	8/12/24	-0.41	43.675		32.265	11.410	35.36	EUR	26.14
		Aviva	484.200	8/12/24	0.35	475.300		333.000	142.300	42.73	GBP	25.97
		Vivendi	9.488	8/12/24	0.40	21.250		15.595	5.655	36.26	EUR	25.69
	L	Deutsche Telekom	24.730	8/12/24	0.49	12.510		9.302	3.208	34.49	EUR	25.56
	L	HP	33.780	8/12/24	0.72	13.588		11.194	2.393	21.38	USD	24.36
	L	Vodafone	74.440	8/12/24	0.87	252.300		197.700	54.600	27.62	GBP	23.24
	L	AstraZeneca	12,780.000	8/12/24	0.63	4,100.000		3,521.500	578.500	16.43	GBP	22.76
	S	Bristol-Myers	47.060	8/12/24	0.73	54.310		47.680	6.630	13.91	USD	18.97
	L	RWE	32.360	8/12/24	1.70	30.725		27.475	3.250	11.83	EUR	18.67
		Axa	32.350	8/12/24	-0.77	19.635		14.895	4.740	31.82	EUR	18.61
		Aegon	5.562	8/12/24	0.22	6.568		4.933	1.635	33.14	EUR	17.90
		Merck (MSD)	113.480	8/12/24	-0.93	56.180		47.620	8.560	17.98	USD	17.84
		Banco Bilbao Viz	8.924	8/12/24	0.27	9.072		7.190	1.882	26.18	EUR	17.59
		Prudential	635.400	8/12/24	0.41	1,372.000		1,161.000	211.000	18.17	GBP	17.56
	L	Bayer	25.960	8/12/24	-0.04	102.200		84.740	17.460	20.60	EUR	17.37
		Nike	74.640	8/12/24	0.40	38.920		31.640	7.280	23.01	USD	16.51
	L	Texas Instruments	192.060	8/12/24	-0.08	44.450		36.200	8.250	22.79	USD	14.86
		Rio Tinto	4,942.000	8/12/24	0.56	3,536.500		2,880.500	656.000	22.77	GBP	14.59
	S	BASF	41.280	8/12/24	-0.22	83.260		74.220	9.040	12.18	EUR	14.57
		⇓instrument	freshest		⇓ Δday	2/24/14	⇓ Δwk	5/27/13	prc diff	⇓ Δ39	Curr	∅-RS
	S	Orange	10.115	8/12/24	-0.25	9.613		8.189	1.424	17.39	EUR	14.55
	L	Morgan Stanley	94.840	8/12/24	0.13	30.310		24.730	5.580	22.56	USD	14.47
	L	Raytheon Tech	116.600	8/12/24	0.39	73.310		60.397	12.914	21.38	USD	14.27
		Marsh & McLennan	217.350	8/12/24	-1.23	48.070		40.500	7.570	18.69	USD	13.87
		TotalEnergies	61.720	8/12/24	0.60	46.235		39.800	6.435	16.17	EUR	13.36
		Banco Santander	4.089	8/12/24	-0.24	6.570		5.411	1.159	21.42	EUR	13.23
	L	3M	123.360	8/12/24	-0.65	132.200		111.590	20.610	18.47	USD	12.75
		Caterpillar	336.030	8/12/24	-0.66	97.320		86.190	11.130	12.91	USD	12.72
		Microsoft	406.810	8/12/24	0.19	37.690		35.020	2.670	7.62	USD	12.64
		Siemens	157.200	8/12/24	0.01	95.690		80.390	15.300	19.03	EUR	11.66
		Allianz	255.900	8/12/24		130.540		118.151	12.389	10.49	EUR	11.01
		Carrefour	13.730	8/12/24	-0.36	26.785		23.655	3.130	13.23	EUR	11.00
	L	Apple	217.530	8/12/24	0.71	18.841		15.766	3.076	19.51	USD	10.85
		Swiss Re	104.000	8/12/24	0.10	83.700		70.850	12.850	18.14	CHF	10.70
		Seven & i	1,672.500	8/09/24	-0.54	1,323.000		1,192.330	130.670	10.96	JPY	10.68
		E.on	12.325	8/12/24	0.78	13.159		12.046	1.114	9.24	EUR	10.01
		Schneider Electric	211.250	8/12/24	0.38	65.720		61.290	4.430	7.23	EUR	9.77
		BP	439.600	8/12/24	1.35	505.900		482.650	23.250	4.82	GBP	9.38
		JP Morgan Chase	206.190	8/12/24	0.19	58.030		54.600	3.430	6.28	USD	9.38
	S	Engie	15.335	8/12/24	0.49	18.025		16.305	1.720	10.55	EUR	9.16
	S	National Grid	978.400	8/12/24	-0.04	840.000		839.500	0.500	0.06	GBP	9.13
		UBS	24.850	8/12/24	0.44	18.550		17.210	1.340	7.79	CHF	8.89
	S	Volkswagen	93.500	8/12/24	-0.47	189.640		167.400	22.240	13.29	EUR	8.85
	L	Pfizer	28.450	8/12/24	-0.35	31.990		29.010	2.980	10.27	USD	8.60
	L	Novartis	96.740	8/12/24	0.16	62.000		59.170	2.830	4.78	CHF	7.62
		⇓instrument	freshest		⇓ Δday	2/24/14	⇓ Δwk	5/27/13	prc diff	⇓ Δ39	Curr	∅-RS
		Shell	33.025	8/12/24	0.93	26.890		26.020	0.870	3.34	EUR	7.32
	L	Philips	26.060	8/12/24	-0.91	25.550		22.635	2.915	12.88	EUR	6.94
	L	Münchener Rück	439.200	8/12/24	1.01	158.700		145.250	13.450	9.26	EUR	6.84
		Exxon Mobil	119.000	8/12/24	0.13	96.440		92.380	4.060	4.39	USD	5.82
		Bridgestone	5,582.000	8/09/24	-1.33	3,672.000		3,316.000	356.000	10.74	JPY	5.10
	S	Intel	19.360	8/12/24	-1.78	24.630		24.080	0.550	2.28	USD	5.04
		BHP	2,094.000	8/12/24	-0.14	1,960.000		1,938.500	21.500	1.11	GBP	4.67
	L	Goldman Sachs	485.500	8/12/24	-0.97	166.540		160.700	5.840	3.63	USD	4.42
	L	Ericsson	71.080	8/12/24	1.14	83.000		79.600	3.400	4.27	SEK	3.91
		Deutsche Bank	13.308	8/12/24	0.14	30.386		30.241	0.145	0.48	EUR	3.81
		GSK	1,572.000	8/12/24	0.42	1,695.380		1,795.110	-99.730	-5.56	GBP	3.76
	L	Fox A	38.830	8/12/24	-1.27	33.170		33.240	-0.070	-0.21	USD	3.63
	S	Johnson & Johnson	159.880	8/12/24	-0.46	91.110		87.610	3.500	3.99	USD	3.62
		General Electric	166.870	8/12/24	-0.16	202.320		188.800	13.520	7.16	USD	3.61
	L	ABB	45.510	8/12/24	0.55	22.400		21.370	1.030	4.82	CHF	3.58
	L	Anglo American	2,232.500	8/12/24	0.29	1,533.500		1,540.500	-7.000	-0.45	GBP	3.54
	S	LVMH	635.100	8/12/24	-0.14	138.750		138.200	0.550	0.40	EUR	3.17
		Telefónica	4.032	8/12/24	0.12	11.450		10.875	0.575	5.29	EUR	2.86
		Repsol	12.765	8/12/24	0.67	18.210		17.940	0.270	1.51	EUR	2.80
	L	Nestlé	88.640	8/12/24	-0.40	66.400		65.350	1.050	1.61	CHF	2.63
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	61.950		61.630	0.320	0.52	USD	2.11
		Toyota	2,447.500	8/09/24	-0.14	1,188.000		1,174.000	14.000	1.19	JPY	0.34
		Citigroup	57.840	8/12/24		48.980		51.790	-2.810	-5.43	USD	-0.35
	S	McDonald´s	269.460	8/12/24	0.58	96.500		101.240	-4.740	-4.68	USD	-0.96
	S	Ford Motor	9.860	8/12/24	-2.38	15.180		15.280	-0.100	-0.65	USD	-1.79
		⇓instrument	freshest		⇓ Δday	2/24/14	⇓ Δwk	5/27/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Procter & Gamble	166.810	8/12/24	-2.19	77.860		80.860	-3.000	-3.71	USD	-1.87
		L´Oreal	376.650	8/12/24	-1.59	123.250		134.450	-11.200	-8.33	EUR	-2.13
	L	Unilever	55.100	8/12/24	-0.36	28.895		32.625	-3.730	-11.43	EUR	-3.12
		Sanofi	95.670	8/12/24	-0.60	74.650		85.510	-10.860	-12.70	EUR	-3.19
		PepsiCo	171.420	8/12/24	-0.56	78.880		82.430	-3.550	-4.31	USD	-3.20
	S	Diageo	2,451.500	8/12/24	1.03	1,910.000		2,047.500	-137.500	-6.72	GBP	-3.44
	L	Walmart	68.700	8/12/24	1.10	24.450		25.773	-1.323	-5.13	USD	-3.57
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.760		12.360	-1.600	-12.94	AUD	-3.65
		Canon	4,525.000	8/09/24	1.64	3,153.000		3,668.000	-515.000	-14.04	JPY	-3.66
		IBM	189.480	8/12/24	-1.03	183.450		207.780	-24.330	-11.71	USD	-3.93
		Honda Motor	1,420.000	8/09/24	-0.14	1,223.670		1,268.670	-45.000	-3.55	JPY	-4.43
	S	Sony	12,325.000	8/09/24	0.28	1,749.000		1,966.000	-217.000	-11.04	JPY	-4.59
		Samsung Electronics	75,500.000	8/12/24	1.07	26,560.000		30,240.000	-3,680.000	-12.17	KRW	-4.89
	S	Nissan Motor	410.200	8/09/24	-0.56	930.000		1,073.000	-143.000	-13.33	JPY	-4.91
		Barclays	220.100	8/12/24	0.85	259.000		300.309	-41.309	-13.76	GBP	-4.91
		Chevron	145.020	8/12/24	0.02	114.150		126.430	-12.280	-9.71	USD	-5.21
	L	Coca-Cola	68.170	8/12/24	-0.74	37.500		42.550	-5.050	-11.87	USD	-5.70
	L	HSBC	643.900	8/12/24	0.22	635.700		743.100	-107.400	-14.45	GBP	-8.05
	L	Philip Morris	116.090	8/12/24	0.07	79.170		93.360	-14.190	-15.20	USD	-10.11
		Standard Chartered	722.000	8/12/24	0.92	1,305.000		1,550.000	-245.000	-15.81	GBP	-12.33
	S	Kimberly-Clark	34.140	8/12/24	-1.01	33.780		41.680	-7.900	-18.95	MXN	-14.27
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 2/24/14 / 5/27/13 - 68 did rise, Market-Ratio(39) = 71.58 %

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