Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 5/12/14 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/12/14	⇓ Δwk	8/12/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,577.100		1,423.580	153.520	10.78	USD	7.46
	S	Orange	10.115	8/12/24	-0.25	12.180		7.631	4.549	59.61	EUR	37.28
	L	AstraZeneca	12,780.000	8/12/24	0.63	4,610.000		3,271.000	1,339.000	40.94	GBP	31.73
		Aviva	484.200	8/12/24	0.35	531.000		398.600	132.400	33.22	GBP	27.72
	L	HP	33.780	8/12/24	0.72	14.905		12.144	2.761	22.74	USD	25.63
		TotalEnergies	61.720	8/12/24	0.60	52.360		40.370	11.990	29.70	EUR	22.22
		Banco Santander	4.089	8/12/24	-0.24	7.263		5.664	1.599	28.23	EUR	20.06
	L	Deutsche Telekom	24.730	8/12/24	0.49	12.800		9.900	2.900	29.29	EUR	20.02
		Caterpillar	336.030	8/12/24	-0.66	106.200		86.320	19.880	23.03	USD	19.60
	L	Apple	217.530	8/12/24	0.71	21.172		16.691	4.481	26.85	USD	18.87
		Societe Generale	20.520	8/12/24	0.44	44.320		35.600	8.720	24.49	EUR	18.12
		ING Groep	15.232	8/12/24	0.21	10.260		8.706	1.554	17.85	EUR	16.25
	L	3M	123.360	8/12/24	-0.65	142.820		118.380	24.440	20.65	USD	15.49
	L	Texas Instruments	192.060	8/12/24	-0.08	46.950		39.710	7.240	18.23	USD	14.74
		Saint-Gobain	73.560	8/12/24	-0.41	42.860		36.225	6.635	18.32	EUR	14.47
		Shell	33.025	8/12/24	0.93	28.990		24.140	4.850	20.09	EUR	14.30
	L	Anglo American	2,232.500	8/12/24	0.29	1,641.500		1,567.500	74.000	4.72	GBP	13.68
		Schneider Electric	211.250	8/12/24	0.38	69.900		61.170	8.730	14.27	EUR	13.65
		Prudential	635.400	8/12/24	0.41	1,391.500		1,232.000	159.500	12.95	GBP	13.40
	S	Mercedes-Benz	57.480	8/12/24	-0.57	65.280		54.110	11.170	20.64	EUR	13.25
	S	Engie	15.335	8/12/24	0.49	19.465		16.920	2.545	15.04	EUR	12.60
	L	Bayer	25.960	8/12/24	-0.04	102.500		86.820	15.680	18.06	EUR	12.47
		Microsoft	406.810	8/12/24	0.19	39.970		32.870	7.100	21.60	USD	12.06
	S	BASF	41.280	8/12/24	-0.22	83.500		66.110	17.390	26.30	EUR	12.02
	L	Novartis	96.740	8/12/24	0.16	65.580		56.580	9.000	15.91	CHF	11.49
		⇓instrument	freshest		⇓ Δday	5/12/14	⇓ Δwk	8/12/13	prc diff	⇓ Δ39	Curr	∅-RS
		Banco Bilbao Viz	8.924	8/12/24	0.27	8.980		7.436	1.544	20.76	EUR	11.35
	L	Raytheon Tech	116.600	8/12/24	0.39	74.657		66.419	8.238	12.40	USD	10.73
		Merck (MSD)	113.480	8/12/24	-0.93	55.290		48.470	6.820	14.07	USD	10.64
		Siemens	157.200	8/12/24	0.01	98.670		83.660	15.010	17.94	EUR	10.58
		Marsh & McLennan	217.350	8/12/24	-1.23	49.270		41.800	7.470	17.87	USD	10.18
	S	Johnson & Johnson	159.880	8/12/24	-0.46	100.520		92.000	8.520	9.26	USD	10.09
		Exxon Mobil	119.000	8/12/24	0.13	102.230		89.890	12.340	13.73	USD	9.98
		Repsol	12.765	8/12/24	0.67	19.820		18.125	1.695	9.35	EUR	9.54
		Aegon	5.562	8/12/24	0.22	6.514		5.810	0.704	12.12	EUR	9.20
	S	National Grid	978.400	8/12/24	-0.04	851.500		758.000	93.500	12.34	GBP	9.02
	S	Intel	19.360	8/12/24	-1.78	26.370		22.640	3.730	16.48	USD	8.62
	L	Fox A	38.830	8/12/24	-1.27	35.190		32.660	2.530	7.75	USD	8.40
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	67.190		60.960	6.230	10.22	USD	8.34
	L	Alphabet A	162.290	8/12/24	-0.84	26.922		22.206	4.715	21.23	USD	8.06
	L	Nestlé	88.640	8/12/24	-0.40	69.800		62.400	7.400	11.86	CHF	8.02
		Vivendi	9.488	8/12/24	0.40	19.010		16.260	2.750	16.91	EUR	7.63
	S	Bristol-Myers	47.060	8/12/24	0.73	52.010		43.110	8.900	20.64	USD	7.27
		Rio Tinto	4,942.000	8/12/24	0.56	3,340.000		3,192.000	148.000	4.64	GBP	7.21
	L	RWE	32.360	8/12/24	1.70	27.755		21.395	6.360	29.73	EUR	7.14
		General Electric	166.870	8/12/24	-0.16	214.800		194.160	20.640	10.63	USD	7.08
		Panasonic	1,058.500	8/09/24	1.34	1,061.000		851.000	210.000	24.68	JPY	6.89
		BP	439.600	8/12/24	1.35	501.300		442.900	58.400	13.19	GBP	6.85
	L	Unilever	55.100	8/12/24	-0.36	31.335		29.735	1.600	5.38	EUR	6.68
	L	Morgan Stanley	94.840	8/12/24	0.13	30.330		26.620	3.710	13.94	USD	6.51
		Seven & i	1,672.500	8/09/24	-0.54	1,320.000		1,179.670	140.330	11.90	JPY	6.18
		⇓instrument	freshest		⇓ Δday	5/12/14	⇓ Δwk	8/12/13	prc diff	⇓ Δ39	Curr	∅-RS
	S	LVMH	635.100	8/12/24	-0.14	143.250		139.950	3.300	2.36	EUR	5.95
	S	McDonald´s	269.460	8/12/24	0.58	102.860		97.040	5.820	6.00	USD	5.91
	S	Volkswagen	93.500	8/12/24	-0.47	192.000		184.590	7.410	4.01	EUR	5.88
		Nike	74.640	8/12/24	0.40	37.315		33.255	4.060	12.21	USD	5.70
		PepsiCo	171.420	8/12/24	-0.56	86.930		83.810	3.120	3.72	USD	5.54
		Carrefour	13.730	8/12/24	-0.36	26.815		23.710	3.105	13.10	EUR	5.28
		Telefónica	4.032	8/12/24	0.12	11.865		10.910	0.955	8.75	EUR	5.08
	L	Vodafone	74.440	8/12/24	0.87	224.450		196.200	28.250	14.40	GBP	5.06
		BHP	2,094.000	8/12/24	-0.14	1,948.000		1,983.500	-35.500	-1.79	GBP	4.63
	L	Münchener Rück	439.200	8/12/24	1.01	156.900		143.800	13.100	9.11	EUR	4.04
		Chevron	145.020	8/12/24	0.02	125.240		121.800	3.440	2.82	USD	3.99
	L	Walmart	68.700	8/12/24	1.10	26.383		25.693	0.690	2.69	USD	3.76
	L	Coca-Cola	68.170	8/12/24	-0.74	40.820		39.830	0.990	2.49	USD	3.32
		E.on	12.325	8/12/24	0.78	12.346		11.118	1.227	11.04	EUR	2.76
		Canon	4,525.000	8/09/24	1.64	3,289.000		3,101.000	188.000	6.06	JPY	2.75
		Swiss Re	104.000	8/12/24	0.10	78.500		73.800	4.700	6.37	CHF	2.56
		IBM	189.480	8/12/24	-1.03	192.570		189.090	3.480	1.84	USD	2.42
	L	Procter & Gamble	166.810	8/12/24	-2.19	81.730		81.620	0.110	0.13	USD	2.36
		UBS	24.850	8/12/24	0.44	18.130		18.970	-0.840	-4.43	CHF	2.04
		Samsung Electronics	75,500.000	8/12/24	1.07	27,760.000		24,640.000	3,120.000	12.66	KRW	1.83
		L´Oreal	376.650	8/12/24	-1.59	126.750		127.000	-0.250	-0.20	EUR	1.21
		Allianz	255.900	8/12/24		121.957		118.509	3.448	2.91	EUR	0.89
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.080		11.360	-0.280	-2.46	AUD	0.70
		Sanofi	95.670	8/12/24	-0.60	76.850		77.700	-0.850	-1.09	EUR	0.49
	L	Philip Morris	116.090	8/12/24	0.07	86.130		88.300	-2.170	-2.46	USD	0.35
		⇓instrument	freshest		⇓ Δday	5/12/14	⇓ Δwk	8/12/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Ericsson	71.080	8/12/24	1.14	80.650		79.650	1.000	1.26	SEK	0.16
		JP Morgan Chase	206.190	8/12/24	0.19	54.650		54.090	0.560	1.04	USD	-0.64
		Bridgestone	5,582.000	8/09/24	-1.33	3,535.000		3,387.000	148.000	4.37	JPY	-0.84
		GSK	1,572.000	8/12/24	0.42	1,632.930		1,677.750	-44.820	-2.67	GBP	-0.98
	S	Ford Motor	9.860	8/12/24	-2.38	15.840		17.070	-1.230	-7.21	USD	-1.61
		Axa	32.350	8/12/24	-0.77	17.450		17.600	-0.150	-0.85	EUR	-1.62
	L	Goldman Sachs	485.500	8/12/24	-0.97	159.550		161.690	-2.140	-1.32	USD	-2.07
	L	Pfizer	28.450	8/12/24	-0.35	29.130		29.190	-0.060	-0.21	USD	-2.86
		Barclays	220.100	8/12/24	0.85	256.650		263.267	-6.617	-2.51	GBP	-3.16
	L	ABB	45.510	8/12/24	0.55	21.150		20.800	0.350	1.68	CHF	-3.35
	L	Philips	26.060	8/12/24	-0.91	23.485		24.465	-0.980	-4.01	EUR	-3.74
	S	Diageo	2,451.500	8/12/24	1.03	1,862.000		2,087.000	-225.000	-10.78	GBP	-4.26
		Citigroup	57.840	8/12/24		47.270		50.900	-3.630	-7.13	USD	-5.29
	S	Kimberly-Clark	34.140	8/12/24	-1.01	35.500		41.970	-6.470	-15.42	MXN	-6.09
	S	Sony	12,325.000	8/09/24	0.28	1,769.000		1,961.000	-192.000	-9.79	JPY	-6.83
		Standard Chartered	722.000	8/12/24	0.92	1,292.000		1,612.500	-320.500	-19.88	GBP	-7.65
		Toyota	2,447.500	8/09/24	-0.14	1,116.000		1,237.000	-121.000	-9.78	JPY	-7.94
	S	Nissan Motor	410.200	8/09/24	-0.56	881.000		1,031.000	-150.000	-14.55	JPY	-8.37
	L	HSBC	643.900	8/12/24	0.22	606.300		712.100	-105.800	-14.86	GBP	-9.49
		Deutsche Bank	13.308	8/12/24	0.14	26.432		29.198	-2.767	-9.47	EUR	-9.58
		Honda Motor	1,420.000	8/09/24	-0.14	1,115.670		1,233.670	-118.000	-9.56	JPY	-12.05
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 5/12/14 / 8/12/13 - 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


	is taking down something concerning