Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 6/02/14 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/02/14	⇓ Δwk	9/02/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,579.370		1,383.220	196.150	14.18	USD	6.96
	S	Orange	10.115	8/12/24	-0.25	12.030		7.751	4.279	55.21	EUR	32.85
	L	HP	33.780	8/12/24	0.72	15.182		10.159	5.023	49.44	USD	25.15
	L	Apple	217.530	8/12/24	0.71	22.452		17.449	5.003	28.67	USD	23.90
		Aviva	484.200	8/12/24	0.35	527.000		391.800	135.200	34.51	GBP	23.38
	L	AstraZeneca	12,780.000	8/12/24	0.63	4,370.500		3,182.500	1,188.000	37.33	GBP	23.26
		Banco Santander	4.089	8/12/24	-0.24	7.525		5.447	2.078	38.15	EUR	22.31
		TotalEnergies	61.720	8/12/24	0.60	51.470		42.390	9.080	21.42	EUR	18.26
	S	Mercedes-Benz	57.480	8/12/24	-0.57	69.320		53.080	16.240	30.60	EUR	17.84
	S	Engie	15.335	8/12/24	0.49	20.490		16.535	3.955	23.92	EUR	17.35
		Caterpillar	336.030	8/12/24	-0.66	103.760		82.510	21.250	25.75	USD	15.71
	L	Bayer	25.960	8/12/24	-0.04	106.600		85.640	20.960	24.47	EUR	15.60
		Banco Bilbao Viz	8.924	8/12/24	0.27	9.403		7.382	2.021	27.38	EUR	15.16
		ING Groep	15.232	8/12/24	0.21	10.360		8.448	1.912	22.63	EUR	14.90
		Repsol	12.765	8/12/24	0.67	20.905		17.860	3.045	17.05	EUR	14.84
	L	Deutsche Telekom	24.730	8/12/24	0.49	12.435		9.816	2.619	26.68	EUR	14.73
		Merck (MSD)	113.480	8/12/24	-0.93	57.930		47.210	10.720	22.71	USD	14.66
	S	National Grid	978.400	8/12/24	-0.04	896.000		751.500	144.500	19.23	GBP	14.46
		Shell	33.025	8/12/24	0.93	29.010		24.475	4.535	18.53	EUR	13.79
	L	3M	123.360	8/12/24	-0.65	142.320		113.220	29.100	25.70	USD	13.48
		Microsoft	406.810	8/12/24	0.19	40.790		31.880	8.910	27.95	USD	13.39
	L	RWE	32.360	8/12/24	1.70	29.400		21.110	8.290	39.27	EUR	13.36
	L	Texas Instruments	192.060	8/12/24	-0.08	46.990		38.640	8.350	21.61	USD	13.26
	S	BASF	41.280	8/12/24	-0.22	84.500		67.600	16.900	25.00	EUR	12.63
	L	Novartis	96.740	8/12/24	0.16	66.460		58.210	8.250	14.17	CHF	12.34
		⇓instrument	freshest		⇓ Δday	6/02/14	⇓ Δwk	9/02/13	prc diff	⇓ Δ39	Curr	∅-RS
		Prudential	635.400	8/12/24	0.41	1,389.000		1,116.000	273.000	24.46	GBP	12.08
		Schneider Electric	211.250	8/12/24	0.38	69.440		59.430	10.010	16.84	EUR	12.07
	L	Alphabet A	162.290	8/12/24	-0.84	28.217		21.576	6.641	30.78	USD	11.88
	S	Intel	19.360	8/12/24	-1.78	27.260		22.067	5.193	23.53	USD	11.71
		Marsh & McLennan	217.350	8/12/24	-1.23	50.510		41.540	8.970	21.59	USD	11.65
		Panasonic	1,058.500	8/09/24	1.34	1,123.000		898.000	225.000	25.06	JPY	11.50
	S	Johnson & Johnson	159.880	8/12/24	-0.46	102.170		86.420	15.750	18.22	USD	10.98
		Saint-Gobain	73.560	8/12/24	-0.41	41.935		35.995	5.940	16.50	EUR	10.27
		Societe Generale	20.520	8/12/24	0.44	42.110		34.170	7.940	23.24	EUR	10.06
		Seven & i	1,672.500	8/09/24	-0.54	1,365.670		1,139.000	226.670	19.90	JPY	9.52
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	68.210		57.450	10.760	18.73	USD	9.44
	L	Fox A	38.830	8/12/24	-1.27	35.540		31.710	3.830	12.08	USD	9.21
	L	Unilever	55.100	8/12/24	-0.36	31.925		28.895	3.030	10.49	EUR	8.80
		Vivendi	9.488	8/12/24	0.40	19.405		15.645	3.760	24.03	EUR	8.70
		Siemens	157.200	8/12/24	0.01	97.960		81.740	16.220	19.84	EUR	8.48
		Telefónica	4.032	8/12/24	0.12	12.305		10.435	1.870	17.92	EUR	8.40
	L	Raytheon Tech	116.600	8/12/24	0.39	73.883		64.607	9.276	14.36	USD	8.35
	L	Nestlé	88.640	8/12/24	-0.40	70.200		61.400	8.800	14.33	CHF	8.32
		E.on	12.325	8/12/24	0.78	13.005		10.982	2.023	18.42	EUR	7.97
		Nike	74.640	8/12/24	0.40	38.360		32.145	6.215	19.33	USD	7.68
		BP	439.600	8/12/24	1.35	504.900		445.550	59.350	13.32	GBP	7.23
		Samsung Electronics	75,500.000	8/12/24	1.07	29,100.000		27,020.000	2,080.000	7.70	KRW	7.09
	S	Volkswagen	93.500	8/12/24	-0.47	195.840		176.950	18.890	10.68	EUR	7.06
	L	Morgan Stanley	94.840	8/12/24	0.13	30.900		26.270	4.630	17.62	USD	7.06
	L	Münchener Rück	439.200	8/12/24	1.01	162.000		139.100	22.900	16.46	EUR	7.05
		⇓instrument	freshest		⇓ Δday	6/02/14	⇓ Δwk	9/02/13	prc diff	⇓ Δ39	Curr	∅-RS
		Exxon Mobil	119.000	8/12/24	0.13	99.940		87.150	12.790	14.68	USD	6.90
	S	LVMH	635.100	8/12/24	-0.14	144.700		135.850	8.850	6.51	EUR	6.79
		PepsiCo	171.420	8/12/24	-0.56	87.870		80.200	7.670	9.56	USD	6.41
		General Electric	166.870	8/12/24	-0.16	214.640		184.480	30.160	16.35	USD	6.17
		Aegon	5.562	8/12/24	0.22	6.411		5.468	0.943	17.25	EUR	5.88
		Canon	4,525.000	8/09/24	1.64	3,342.000		2,945.000	397.000	13.48	JPY	5.04
	S	McDonald´s	269.460	8/12/24	0.58	102.030		94.520	7.510	7.95	USD	4.98
		Carrefour	13.730	8/12/24	-0.36	26.675		24.355	2.320	9.53	EUR	3.87
	L	Coca-Cola	68.170	8/12/24	-0.74	40.860		37.900	2.960	7.81	USD	3.64
		Swiss Re	104.000	8/12/24	0.10	79.600		72.350	7.250	10.02	CHF	3.42
	L	Philip Morris	116.090	8/12/24	0.07	88.320		83.400	4.920	5.90	USD	3.39
	L	Anglo American	2,232.500	8/12/24	0.29	1,491.500		1,536.000	-44.500	-2.90	GBP	3.18
		Allianz	255.900	8/12/24		124.620		110.624	13.996	12.65	EUR	2.91
		Bridgestone	5,582.000	8/09/24	-1.33	3,663.000		3,283.000	380.000	11.57	JPY	2.77
		Sanofi	95.670	8/12/24	-0.60	78.190		74.400	3.790	5.09	EUR	2.76
	L	Ericsson	71.080	8/12/24	1.14	82.550		78.600	3.950	5.03	SEK	2.46
		L´Oreal	376.650	8/12/24	-1.59	127.250		128.200	-0.950	-0.74	EUR	1.89
	S	Ford Motor	9.860	8/12/24	-2.38	16.440		16.340	0.100	0.61	USD	1.63
		UBS	24.850	8/12/24	0.44	18.080		18.580	-0.500	-2.69	CHF	1.58
		Chevron	145.020	8/12/24	0.02	122.210		120.550	1.660	1.38	USD	1.52
		BHP	2,094.000	8/12/24	-0.14	1,887.000		1,921.000	-34.000	-1.77	GBP	1.29
	L	Walmart	68.700	8/12/24	1.10	25.587		24.227	1.360	5.61	USD	0.68
	L	Procter & Gamble	166.810	8/12/24	-2.19	80.360		77.750	2.610	3.36	USD	0.57
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.000		11.390	-0.390	-3.42	AUD	0.54
		Axa	32.350	8/12/24	-0.77	18.015		16.905	1.110	6.57	EUR	0.53
		⇓instrument	freshest		⇓ Δday	6/02/14	⇓ Δwk	9/02/13	prc diff	⇓ Δ39	Curr	∅-RS
	S	Bristol-Myers	47.060	8/12/24	0.73	49.090		41.720	7.370	17.67	USD	0.46
		JP Morgan Chase	206.190	8/12/24	0.19	55.350		51.130	4.220	8.25	USD	0.36
		Rio Tinto	4,942.000	8/12/24	0.56	3,120.000		3,035.000	85.000	2.80	GBP	-0.49
		IBM	189.480	8/12/24	-1.03	185.690		183.960	1.730	0.94	USD	-0.74
	L	Pfizer	28.450	8/12/24	-0.35	29.710		28.010	1.700	6.07	USD	-0.98
	S	Diageo	2,451.500	8/12/24	1.03	1,907.000		1,994.000	-87.000	-4.36	GBP	-1.52
	L	Goldman Sachs	485.500	8/12/24	-0.97	160.030		154.760	5.270	3.41	USD	-1.90
		GSK	1,572.000	8/12/24	0.42	1,605.220		1,684.300	-79.080	-4.70	GBP	-2.32
	L	Vodafone	74.440	8/12/24	0.87	208.950		213.200	-4.250	-1.99	GBP	-2.77
		Toyota	2,447.500	8/09/24	-0.14	1,170.000		1,212.000	-42.000	-3.47	JPY	-2.82
	L	ABB	45.510	8/12/24	0.55	21.200		20.130	1.070	5.32	CHF	-3.04
		Standard Chartered	722.000	8/12/24	0.92	1,340.500		1,462.500	-122.000	-8.34	GBP	-3.25
	S	Nissan Motor	410.200	8/09/24	-0.56	917.000		989.000	-72.000	-7.28	JPY	-3.40
		Citigroup	57.840	8/12/24		47.760		49.370	-1.610	-3.26	USD	-3.90
	L	Philips	26.060	8/12/24	-0.91	23.265		24.300	-1.035	-4.26	EUR	-4.97
		Honda Motor	1,420.000	8/09/24	-0.14	1,188.330		1,195.330	-7.000	-0.59	JPY	-5.38
	L	HSBC	643.900	8/12/24	0.22	626.800		687.100	-60.300	-8.78	GBP	-5.41
		Barclays	220.100	8/12/24	0.85	246.100		263.913	-17.813	-6.75	GBP	-6.18
	S	Kimberly-Clark	34.140	8/12/24	-1.01	34.910		38.090	-3.180	-8.35	MXN	-6.99
	S	Sony	12,325.000	8/09/24	0.28	1,664.000		2,002.000	-338.000	-16.88	JPY	-11.47
		Deutsche Bank	13.308	8/12/24	0.14	25.265		28.432	-3.167	-11.14	EUR	-12.66
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 6/02/14 / 9/02/13 - 76 did rise, Market-Ratio(39) = 80.00 %

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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