Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 3/03/14 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/03/14	⇓ Δwk	6/03/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,521.890		1,403.750	118.140	8.42	USD	6.29
		Panasonic	1,058.500	8/09/24	1.34	1,254.000		780.000	474.000	60.77	JPY	41.09
		Societe Generale	20.520	8/12/24	0.44	45.750		30.595	15.155	49.53	EUR	34.59
	L	Alphabet A	162.290	8/12/24	-0.84	30.160		21.758	8.402	38.62	USD	28.94
		ING Groep	15.232	8/12/24	0.21	9.977		7.126	2.851	40.01	EUR	25.88
	S	Mercedes-Benz	57.480	8/12/24	-0.57	65.370		49.075	16.295	33.20	EUR	23.97
	L	HP	33.780	8/12/24	0.72	13.501		11.308	2.194	19.40	USD	22.48
		Aviva	484.200	8/12/24	0.35	459.900		332.900	127.000	38.15	GBP	21.29
		Vivendi	9.488	8/12/24	0.40	20.370		15.120	5.250	34.72	EUR	19.87
		Saint-Gobain	73.560	8/12/24	-0.41	41.470		33.730	7.740	22.95	EUR	19.06
	L	Deutsche Telekom	24.730	8/12/24	0.49	11.950		8.750	3.200	36.57	EUR	18.99
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,994.000		3,353.500	640.500	19.10	GBP	18.88
	L	Vodafone	74.440	8/12/24	0.87	243.550		188.600	54.950	29.14	GBP	17.96
		Merck (MSD)	113.480	8/12/24	-0.93	56.420		48.450	7.970	16.45	USD	17.72
	S	Bristol-Myers	47.060	8/12/24	0.73	53.490		47.590	5.900	12.40	USD	16.24
		Nike	74.640	8/12/24	0.40	38.695		31.515	7.180	22.78	USD	15.00
	L	Texas Instruments	192.060	8/12/24	-0.08	44.580		36.030	8.550	23.73	USD	14.58
		Prudential	635.400	8/12/24	0.41	1,340.000		1,103.000	237.000	21.49	GBP	14.02
	L	Raytheon Tech	116.600	8/12/24	0.39	73.480		59.931	13.549	22.61	USD	13.93
	L	Morgan Stanley	94.840	8/12/24	0.13	30.260		25.650	4.610	17.97	USD	13.56
		TotalEnergies	61.720	8/12/24	0.60	46.220		38.660	7.560	19.56	EUR	12.94
		Banco Bilbao Viz	8.924	8/12/24	0.27	8.735		7.182	1.553	21.62	EUR	12.86
		Marsh & McLennan	217.350	8/12/24	-1.23	47.670		40.380	7.290	18.05	USD	12.26
	L	3M	123.360	8/12/24	-0.65	132.210		110.610	21.600	19.53	USD	12.18
		Microsoft	406.810	8/12/24	0.19	37.780		35.590	2.190	6.15	USD	12.18
		⇓instrument	freshest		⇓ Δday	3/03/14	⇓ Δwk	6/03/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Bayer	25.960	8/12/24	-0.04	98.100		81.320	16.780	20.63	EUR	11.95
		Caterpillar	336.030	8/12/24	-0.66	96.310		86.130	10.180	11.82	USD	11.38
		Aegon	5.562	8/12/24	0.22	6.228		5.253	0.975	18.56	EUR	11.07
	L	RWE	32.360	8/12/24	1.70	28.715		26.070	2.645	10.15	EUR	10.74
	L	Apple	217.530	8/12/24	0.71	18.849		16.097	2.752	17.09	USD	10.52
		Axa	32.350	8/12/24	-0.77	18.350		15.510	2.840	18.31	EUR	10.06
	S	Engie	15.335	8/12/24	0.49	18.225		15.560	2.665	17.13	EUR	9.95
	S	BASF	41.280	8/12/24	-0.22	79.970		75.790	4.180	5.52	EUR	9.84
		Banco Santander	4.089	8/12/24	-0.24	6.371		5.498	0.873	15.88	EUR	9.59
		Rio Tinto	4,942.000	8/12/24	0.56	3,350.500		2,880.000	470.500	16.34	GBP	8.56
	L	Pfizer	28.450	8/12/24	-0.35	31.980		27.750	4.230	15.24	USD	8.19
		Siemens	157.200	8/12/24	0.01	92.970		79.012	13.958	17.67	EUR	8.04
	S	National Grid	978.400	8/12/24	-0.04	826.500		782.500	44.000	5.62	GBP	7.05
		Carrefour	13.730	8/12/24	-0.36	25.950		22.455	3.495	15.56	EUR	7.01
		Swiss Re	104.000	8/12/24	0.10	80.750		69.100	11.650	16.86	CHF	6.58
		Schneider Electric	211.250	8/12/24	0.38	63.860		60.970	2.890	4.74	EUR	6.43
		BP	439.600	8/12/24	1.35	492.900		469.000	23.900	5.10	GBP	6.35
		UBS	24.850	8/12/24	0.44	18.130		16.860	1.270	7.53	CHF	5.97
		Allianz	255.900	8/12/24		124.701		117.900	6.801	5.77	EUR	5.58
		JP Morgan Chase	206.190	8/12/24	0.19	56.210		54.490	1.720	3.16	USD	5.55
	S	Orange	10.115	8/12/24	-0.25	8.853		7.723	1.130	14.63	EUR	4.99
		Exxon Mobil	119.000	8/12/24	0.13	95.500		91.460	4.040	4.42	USD	4.60
		Shell	33.025	8/12/24	0.93	26.190		25.540	0.650	2.55	EUR	4.38
	S	Volkswagen	93.500	8/12/24	-0.47	182.200		167.310	14.890	8.90	EUR	4.30
	S	Intel	19.360	8/12/24	-1.78	24.500		25.240	-0.740	-2.93	USD	4.07
		⇓instrument	freshest		⇓ Δday	3/03/14	⇓ Δwk	6/03/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Novartis	96.740	8/12/24	0.16	60.000		56.420	3.580	6.35	CHF	3.88
	S	Johnson & Johnson	159.880	8/12/24	-0.46	91.560		84.710	6.850	8.09	USD	3.74
	L	Münchener Rück	439.200	8/12/24	1.01	154.200		140.800	13.400	9.52	EUR	3.52
		Seven & i	1,672.500	8/09/24	-0.54	1,246.330		1,107.000	139.330	12.59	JPY	3.46
	L	Goldman Sachs	485.500	8/12/24	-0.97	164.740		163.560	1.180	0.72	USD	3.05
	L	Fox A	38.830	8/12/24	-1.27	33.060		32.480	0.580	1.79	USD	2.93
	L	Philips	26.060	8/12/24	-0.91	24.645		21.785	2.860	13.13	EUR	2.84
		General Electric	166.870	8/12/24	-0.16	200.960		189.120	11.840	6.26	USD	2.70
		Bridgestone	5,582.000	8/09/24	-1.33	3,606.000		3,250.000	356.000	10.95	JPY	2.65
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	62.220		58.600	3.620	6.18	USD	2.39
		GSK	1,572.000	8/12/24	0.42	1,676.240		1,716.030	-39.790	-2.32	GBP	2.33
		E.on	12.325	8/12/24	0.78	12.259		11.668	0.591	5.06	EUR	2.29
		BHP	2,094.000	8/12/24	-0.14	1,905.000		1,903.000	2.000	0.11	GBP	1.88
	L	Ericsson	71.080	8/12/24	1.14	81.400		78.500	2.900	3.69	SEK	1.81
	L	Nestlé	88.640	8/12/24	-0.40	65.800		62.000	3.800	6.13	CHF	1.66
	L	ABB	45.510	8/12/24	0.55	22.000		20.950	1.050	5.01	CHF	1.62
		Repsol	12.765	8/12/24	0.67	17.925		17.660	0.265	1.50	EUR	0.90
	L	Anglo American	2,232.500	8/12/24	0.29	1,478.500		1,540.000	-61.500	-3.99	GBP	0.24
		Deutsche Bank	13.308	8/12/24	0.14	29.075		30.564	-1.490	-4.87	EUR	-0.64
	S	Ford Motor	9.860	8/12/24	-2.38	15.200		15.890	-0.690	-4.34	USD	-2.14
	L	Procter & Gamble	166.810	8/12/24	-2.19	77.480		77.660	-0.180	-0.23	USD	-2.40
		PepsiCo	171.420	8/12/24	-0.56	79.520		81.400	-1.880	-2.31	USD	-2.51
	S	LVMH	635.100	8/12/24	-0.14	131.050		135.500	-4.450	-3.28	EUR	-2.62
	L	Walmart	68.700	8/12/24	1.10	24.707		25.230	-0.523	-2.07	USD	-2.64
		Telefónica	4.032	8/12/24	0.12	10.865		10.485	0.380	3.62	EUR	-2.68
		⇓instrument	freshest		⇓ Δday	3/03/14	⇓ Δwk	6/03/13	prc diff	⇓ Δ39	Curr	∅-RS
		Honda Motor	1,420.000	8/09/24	-0.14	1,244.000		1,262.330	-18.330	-1.45	JPY	-2.95
	S	McDonald´s	269.460	8/12/24	0.58	94.320		97.960	-3.640	-3.72	USD	-3.21
		IBM	189.480	8/12/24	-1.03	184.260		208.950	-24.690	-11.82	USD	-3.37
		Toyota	2,447.500	8/09/24	-0.14	1,149.000		1,146.000	3.000	0.26	JPY	-3.42
		Citigroup	57.840	8/12/24		47.610		51.960	-4.350	-8.37	USD	-3.49
	L	Coca-Cola	68.170	8/12/24	-0.74	38.120		40.810	-2.690	-6.59	USD	-4.13
		L´Oreal	376.650	8/12/24	-1.59	120.700		128.400	-7.700	-6.00	EUR	-4.30
		Chevron	145.020	8/12/24	0.02	114.840		124.090	-9.250	-7.45	USD	-4.65
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.620		11.580	-0.960	-8.29	AUD	-4.80
		Samsung Electronics	75,500.000	8/12/24	1.07	26,500.000		30,800.000	-4,300.000	-13.96	KRW	-4.84
		Sanofi	95.670	8/12/24	-0.60	73.390		81.250	-7.860	-9.67	EUR	-4.88
	L	Unilever	55.100	8/12/24	-0.36	28.020		31.355	-3.335	-10.64	EUR	-6.00
		Canon	4,525.000	8/09/24	1.64	3,065.000		3,330.000	-265.000	-7.96	JPY	-6.25
	S	Sony	12,325.000	8/09/24	0.28	1,728.000		1,906.000	-178.000	-9.34	JPY	-6.35
	S	Diageo	2,451.500	8/12/24	1.03	1,842.000		1,940.000	-98.000	-5.05	GBP	-6.83
	L	Philip Morris	116.090	8/12/24	0.07	80.450		92.380	-11.930	-12.91	USD	-8.39
		Barclays	220.100	8/12/24	0.85	247.850		292.919	-45.069	-15.39	GBP	-8.82
	S	Nissan Motor	410.200	8/09/24	-0.56	891.000		1,064.000	-173.000	-16.26	JPY	-8.87
	L	HSBC	643.900	8/12/24	0.22	622.600		718.300	-95.700	-13.32	GBP	-9.70
		Standard Chartered	722.000	8/12/24	0.92	1,252.000		1,534.000	-282.000	-18.38	GBP	-15.41
	S	Kimberly-Clark	34.140	8/12/24	-1.01	32.330		42.490	-10.160	-23.91	MXN	-17.68
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 3/03/14 / 6/03/13 - 66 did rise, Market-Ratio(39) = 69.47 %

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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