Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 5/19/14 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/19/14	⇓ Δwk	8/19/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,565.680		1,401.580	164.100	11.71	USD	6.44
	S	Orange	10.115	8/12/24	-0.25	12.565		7.845	4.720	60.17	EUR	40.71
	L	HP	33.780	8/12/24	0.72	15.036		11.753	3.283	27.94	USD	25.70
		Aviva	484.200	8/12/24	0.35	512.000		401.800	110.200	27.43	GBP	21.93
	L	AstraZeneca	12,780.000	8/12/24	0.63	4,287.500		3,186.500	1,101.000	34.55	GBP	21.83
		TotalEnergies	61.720	8/12/24	0.60	52.150		41.065	11.085	26.99	EUR	21.06
	L	Apple	217.530	8/12/24	0.71	21.592		18.134	3.459	19.07	USD	20.63
		Banco Santander	4.089	8/12/24	-0.24	7.250		5.654	1.596	28.23	EUR	19.17
		Caterpillar	336.030	8/12/24	-0.66	105.390		84.200	21.190	25.17	USD	18.29
	L	Deutsche Telekom	24.730	8/12/24	0.49	12.515		9.663	2.852	29.51	EUR	16.76
	L	3M	123.360	8/12/24	-0.65	141.670		115.610	26.060	22.54	USD	14.00
	S	National Grid	978.400	8/12/24	-0.04	889.500		733.500	156.000	21.27	GBP	13.84
		Shell	33.025	8/12/24	0.93	28.900		23.935	4.965	20.74	EUR	13.77
	S	Mercedes-Benz	57.480	8/12/24	-0.57	66.020		55.160	10.860	19.69	EUR	13.63
	S	Engie	15.335	8/12/24	0.49	19.685		16.855	2.830	16.79	EUR	13.55
		Prudential	635.400	8/12/24	0.41	1,395.000		1,186.000	209.000	17.62	GBP	13.31
	L	Bayer	25.960	8/12/24	-0.04	103.400		87.250	16.150	18.51	EUR	13.03
	L	Novartis	96.740	8/12/24	0.16	66.420		56.420	10.000	17.72	CHF	12.72
		Merck (MSD)	113.480	8/12/24	-0.93	56.350		47.580	8.770	18.43	USD	12.37
		Repsol	12.765	8/12/24	0.67	20.240		17.640	2.600	14.74	EUR	11.67
		Microsoft	406.810	8/12/24	0.19	39.750		31.393	8.357	26.62	USD	11.04
	L	Texas Instruments	192.060	8/12/24	-0.08	45.600		38.440	7.160	18.63	USD	10.91
	S	BASF	41.280	8/12/24	-0.22	82.780		67.980	14.800	21.77	EUR	10.81
		Saint-Gobain	73.560	8/12/24	-0.41	41.600		35.800	5.800	16.20	EUR	10.49
	S	Johnson & Johnson	159.880	8/12/24	-0.46	100.640		90.450	10.190	11.27	USD	9.89
		⇓instrument	freshest		⇓ Δday	5/19/14	⇓ Δwk	8/19/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Unilever	55.100	8/12/24	-0.36	32.200		29.605	2.595	8.77	EUR	9.66
		Marsh & McLennan	217.350	8/12/24	-1.23	49.220		41.650	7.570	18.18	USD	9.61
	L	Nestlé	88.640	8/12/24	-0.40	70.800		61.850	8.950	14.47	CHF	9.49
		Banco Bilbao Viz	8.924	8/12/24	0.27	8.858		7.458	1.400	18.77	EUR	9.42
		Schneider Electric	211.250	8/12/24	0.38	67.360		60.490	6.870	11.36	EUR	9.17
		BP	439.600	8/12/24	1.35	509.100		439.500	69.600	15.84	GBP	8.36
	L	Anglo American	2,232.500	8/12/24	0.29	1,565.500		1,492.500	73.000	4.89	GBP	8.34
		Societe Generale	20.520	8/12/24	0.44	40.960		34.995	5.965	17.05	EUR	8.30
		Exxon Mobil	119.000	8/12/24	0.13	100.870		86.920	13.950	16.05	USD	8.26
	L	Alphabet A	162.290	8/12/24	-0.84	26.942		21.708	5.233	24.11	USD	7.71
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	66.730		59.150	7.580	12.81	USD	7.39
		Telefónica	4.032	8/12/24	0.12	12.115		10.780	1.335	12.38	EUR	7.14
	S	Intel	19.360	8/12/24	-1.78	26.040		22.280	3.760	16.88	USD	7.08
	L	Raytheon Tech	116.600	8/12/24	0.39	72.385		64.588	7.797	12.07	USD	6.90
		Siemens	157.200	8/12/24	0.01	95.710		82.810	12.900	15.58	EUR	6.81
		Vivendi	9.488	8/12/24	0.40	18.900		16.180	2.720	16.81	EUR	6.75
		ING Groep	15.232	8/12/24	0.21	9.501		8.413	1.088	12.93	EUR	6.71
		Samsung Electronics	75,500.000	8/12/24	1.07	28,960.000		25,720.000	3,240.000	12.60	KRW	6.38
		Panasonic	1,058.500	8/09/24	1.34	1,056.000		859.000	197.000	22.93	JPY	5.80
		General Electric	166.870	8/12/24	-0.16	212.880		190.800	22.080	11.57	USD	5.79
	L	Morgan Stanley	94.840	8/12/24	0.13	30.160		25.810	4.350	16.85	USD	5.37
		Carrefour	13.730	8/12/24	-0.36	26.895		23.690	3.205	13.53	EUR	5.29
	L	RWE	32.360	8/12/24	1.70	27.265		21.285	5.980	28.09	EUR	5.24
		Nike	74.640	8/12/24	0.40	37.245		32.355	4.890	15.11	USD	5.21
	S	LVMH	635.100	8/12/24	-0.14	142.350		140.850	1.500	1.06	EUR	5.14
		⇓instrument	freshest		⇓ Δday	5/19/14	⇓ Δwk	8/19/13	prc diff	⇓ Δ39	Curr	∅-RS
	S	McDonald´s	269.460	8/12/24	0.58	102.090		95.480	6.610	6.92	USD	5.07
	L	Fox A	38.830	8/12/24	-1.27	34.120		31.440	2.680	8.52	USD	5.00
		PepsiCo	171.420	8/12/24	-0.56	86.100		80.880	5.220	6.45	USD	4.44
		BHP	2,094.000	8/12/24	-0.14	1,942.000		1,956.000	-14.000	-0.72	GBP	4.27
	S	Volkswagen	93.500	8/12/24	-0.47	189.650		184.000	5.650	3.07	EUR	4.16
		Seven & i	1,672.500	8/09/24	-0.54	1,290.330		1,170.670	119.660	10.22	JPY	3.73
		Canon	4,525.000	8/09/24	1.64	3,314.000		3,071.000	243.000	7.91	JPY	3.73
		Rio Tinto	4,942.000	8/12/24	0.56	3,225.000		3,055.000	170.000	5.56	GBP	3.31
		L´Oreal	376.650	8/12/24	-1.59	129.100		127.000	2.100	1.65	EUR	3.20
	L	Coca-Cola	68.170	8/12/24	-0.74	40.710		38.780	1.930	4.98	USD	3.10
		Aegon	5.562	8/12/24	0.22	6.175		5.757	0.418	7.26	EUR	2.94
	L	Münchener Rück	439.200	8/12/24	1.01	155.300		142.900	12.400	8.68	EUR	2.91
		Chevron	145.020	8/12/24	0.02	122.950		118.660	4.290	3.62	USD	2.05
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.200		11.020	0.180	1.63	AUD	2.00
		Swiss Re	104.000	8/12/24	0.10	78.150		72.000	6.150	8.54	CHF	1.95
	L	Vodafone	74.440	8/12/24	0.87	217.150		189.850	27.300	14.38	GBP	1.35
	L	Ericsson	71.080	8/12/24	1.14	81.550		79.450	2.100	2.64	SEK	1.31
	S	Bristol-Myers	47.060	8/12/24	0.73	49.340		41.950	7.390	17.62	USD	1.27
		Sanofi	95.670	8/12/24	-0.60	77.290		77.400	-0.110	-0.14	EUR	1.25
		E.on	12.325	8/12/24	0.78	12.159		11.064	1.096	9.90	EUR	1.13
	L	Walmart	68.700	8/12/24	1.10	25.537		24.527	1.010	4.12	USD	0.42
		Allianz	255.900	8/12/24		121.250		114.750	6.500	5.66	EUR	0.22
	L	Philip Morris	116.090	8/12/24	0.07	85.740		85.160	0.580	0.68	USD	0.05
	L	Procter & Gamble	166.810	8/12/24	-2.19	79.930		79.590	0.340	0.43	USD	0.03
		IBM	189.480	8/12/24	-1.03	187.000		184.230	2.770	1.50	USD	-0.45
		⇓instrument	freshest		⇓ Δday	5/19/14	⇓ Δwk	8/19/13	prc diff	⇓ Δ39	Curr	∅-RS
		GSK	1,572.000	8/12/24	0.42	1,631.920		1,657.100	-25.180	-1.52	GBP	-0.97
		UBS	24.850	8/12/24	0.44	17.610		18.830	-1.220	-6.48	CHF	-1.00
	S	Diageo	2,451.500	8/12/24	1.03	1,919.000		2,037.000	-118.000	-5.79	GBP	-1.16
	S	Ford Motor	9.860	8/12/24	-2.38	15.920		16.120	-0.200	-1.24	USD	-1.37
	S	Kimberly-Clark	34.140	8/12/24	-1.01	36.920		41.200	-4.280	-10.39	MXN	-2.11
		JP Morgan Chase	206.190	8/12/24	0.19	53.830		51.830	2.000	3.86	USD	-2.32
	L	Pfizer	28.450	8/12/24	-0.35	29.280		28.460	0.820	2.88	USD	-2.34
	L	Goldman Sachs	485.500	8/12/24	-0.97	157.670		158.630	-0.960	-0.61	USD	-3.35
	L	ABB	45.510	8/12/24	0.55	21.060		20.800	0.260	1.25	CHF	-3.75
		Axa	32.350	8/12/24	-0.77	17.125		18.015	-0.890	-4.94	EUR	-3.82
		Bridgestone	5,582.000	8/09/24	-1.33	3,409.000		3,409.000	0.000	0.00	JPY	-4.35
		Standard Chartered	722.000	8/12/24	0.92	1,333.500		1,521.000	-187.500	-12.33	GBP	-4.35
	L	HSBC	643.900	8/12/24	0.22	632.900		701.500	-68.600	-9.78	GBP	-5.15
	L	Philips	26.060	8/12/24	-0.91	23.115		24.190	-1.075	-4.44	EUR	-5.42
		Citigroup	57.840	8/12/24		46.770		49.330	-2.560	-5.19	USD	-6.23
	S	Nissan Motor	410.200	8/09/24	-0.56	894.000		1,015.000	-121.000	-11.92	JPY	-6.63
		Toyota	2,447.500	8/09/24	-0.14	1,098.000		1,252.000	-154.000	-12.30	JPY	-9.20
		Barclays	220.100	8/12/24	0.85	238.950		266.685	-27.735	-10.40	GBP	-9.64
		Honda Motor	1,420.000	8/09/24	-0.14	1,140.000		1,254.670	-114.670	-9.14	JPY	-9.75
		Deutsche Bank	13.308	8/12/24	0.14	25.708		28.773	-3.065	-10.65	EUR	-11.79
	S	Sony	12,325.000	8/09/24	0.28	1,621.000		1,965.000	-344.000	-17.51	JPY	-14.49
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 5/19/14 / 8/19/13 - 75 did rise, Market-Ratio(39) = 78.95 %

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