Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 6/16/14 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/16/14	⇓ Δwk	9/16/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,585.330		1,442.890	142.440	9.87	USD	6.87
	S	Orange	10.115	8/12/24	-0.25	12.160		8.721	3.439	39.43	EUR	31.91
	L	HP	33.780	8/12/24	0.72	15.849		9.873	5.976	60.53	USD	29.22
	L	Apple	217.530	8/12/24	0.71	23.050		16.076	6.975	43.39	USD	25.49
		Banco Santander	4.089	8/12/24	-0.24	7.738		5.790	1.948	33.64	EUR	24.18
	S	Intel	19.360	8/12/24	-1.78	30.010		23.390	6.620	28.30	USD	22.57
	L	AstraZeneca	12,780.000	8/12/24	0.63	4,358.000		3,229.000	1,129.000	34.96	GBP	21.73
		TotalEnergies	61.720	8/12/24	0.60	52.420		42.950	9.470	22.05	EUR	19.06
		Caterpillar	336.030	8/12/24	-0.66	106.810		87.180	19.630	22.52	USD	18.14
		Aviva	484.200	8/12/24	0.35	512.000		419.800	92.200	21.96	GBP	17.70
		Panasonic	1,058.500	8/09/24	1.34	1,204.000		933.000	271.000	29.05	JPY	17.51
	S	Engie	15.335	8/12/24	0.49	20.585		18.210	2.375	13.04	EUR	16.57
		Shell	33.025	8/12/24	0.93	29.750		24.625	5.125	20.81	EUR	16.09
		Banco Bilbao Viz	8.924	8/12/24	0.27	9.586		7.992	1.594	19.94	EUR	16.00
	S	Mercedes-Benz	57.480	8/12/24	-0.57	69.050		57.630	11.420	19.82	EUR	15.77
	L	Texas Instruments	192.060	8/12/24	-0.08	48.130		40.450	7.680	18.99	USD	14.81
		Microsoft	406.810	8/12/24	0.19	41.500		32.801	8.699	26.52	USD	14.77
	L	Deutsche Telekom	24.730	8/12/24	0.49	12.570		9.985	2.585	25.89	EUR	14.37
		Merck (MSD)	113.480	8/12/24	-0.93	58.070		48.190	9.880	20.50	USD	14.19
		ING Groep	15.232	8/12/24	0.21	10.410		8.882	1.528	17.20	EUR	13.56
	L	Novartis	96.740	8/12/24	0.16	67.580		58.250	9.330	16.02	CHF	13.50
	L	3M	123.360	8/12/24	-0.65	143.320		119.230	24.090	20.20	USD	13.14
	S	BASF	41.280	8/12/24	-0.22	85.170		72.340	12.830	17.74	EUR	12.98
	L	RWE	32.360	8/12/24	1.70	29.410		25.270	4.140	16.38	EUR	12.90
		Marsh & McLennan	217.350	8/12/24	-1.23	50.740		42.710	8.030	18.80	USD	11.16
		⇓instrument	freshest		⇓ Δday	6/16/14	⇓ Δwk	9/16/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Bayer	25.960	8/12/24	-0.04	102.850		85.170	17.680	20.76	EUR	10.49
	S	Johnson & Johnson	159.880	8/12/24	-0.46	102.450		89.030	13.420	15.07	USD	10.49
		Schneider Electric	211.250	8/12/24	0.38	68.470		64.580	3.890	6.02	EUR	9.90
		Seven & i	1,672.500	8/09/24	-0.54	1,380.670		1,197.330	183.340	15.31	JPY	9.80
		Exxon Mobil	119.000	8/12/24	0.13	102.920		88.670	14.250	16.07	USD	9.68
	L	Fox A	38.830	8/12/24	-1.27	35.730		32.600	3.130	9.60	USD	9.36
	L	Unilever	55.100	8/12/24	-0.36	32.115		29.035	3.080	10.61	EUR	9.35
		Telefónica	4.032	8/12/24	0.12	12.485		11.310	1.175	10.39	EUR	9.24
	L	Morgan Stanley	94.840	8/12/24	0.13	31.710		28.730	2.980	10.37	USD	9.13
		Saint-Gobain	73.560	8/12/24	-0.41	41.830		36.900	4.930	13.36	EUR	8.90
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	68.090		60.020	8.070	13.45	USD	8.62
		E.on	12.325	8/12/24	0.78	13.127		12.386	0.741	5.98	EUR	8.53
		Siemens	157.200	8/12/24	0.01	98.820		87.990	10.830	12.31	EUR	8.46
	L	Alphabet A	162.290	8/12/24	-0.84	27.615		22.263	5.352	24.04	USD	8.41
		Prudential	635.400	8/12/24	0.41	1,346.500		1,189.000	157.500	13.25	GBP	7.68
		Societe Generale	20.520	8/12/24	0.44	41.650		37.405	4.245	11.35	EUR	7.24
		BP	439.600	8/12/24	1.35	505.600		443.250	62.350	14.07	GBP	7.05
	L	Raytheon Tech	116.600	8/12/24	0.39	73.549		69.037	4.512	6.54	USD	6.90
		Canon	4,525.000	8/09/24	1.64	3,400.000		3,226.000	174.000	5.39	JPY	6.81
		Chevron	145.020	8/12/24	0.02	128.540		124.080	4.460	3.59	USD	6.78
		Repsol	12.765	8/12/24	0.67	19.535		18.375	1.160	6.31	EUR	6.76
	S	National Grid	978.400	8/12/24	-0.04	839.500		746.000	93.500	12.53	GBP	6.74
	L	Nestlé	88.640	8/12/24	-0.40	69.400		62.300	7.100	11.40	CHF	6.63
	S	LVMH	635.100	8/12/24	-0.14	144.350		144.950	-0.600	-0.41	EUR	6.24
		Vivendi	9.488	8/12/24	0.40	19.150		17.570	1.580	8.99	EUR	6.14
		⇓instrument	freshest		⇓ Δday	6/16/14	⇓ Δwk	9/16/13	prc diff	⇓ Δ39	Curr	∅-RS
	S	Volkswagen	93.500	8/12/24	-0.47	195.350		182.840	12.510	6.84	EUR	6.14
		PepsiCo	171.420	8/12/24	-0.56	87.550		81.020	6.530	8.06	USD	5.75
		General Electric	166.870	8/12/24	-0.16	214.560		193.120	21.440	11.10	USD	5.58
	L	Münchener Rück	439.200	8/12/24	1.01	159.600		145.950	13.650	9.35	EUR	4.92
		Aegon	5.562	8/12/24	0.22	6.375		5.727	0.648	11.31	EUR	4.38
	L	Philip Morris	116.090	8/12/24	0.07	89.030		87.850	1.180	1.34	USD	4.38
		Sanofi	95.670	8/12/24	-0.60	79.000		72.090	6.910	9.59	EUR	3.93
	S	McDonald´s	269.460	8/12/24	0.58	101.100		97.710	3.390	3.47	USD	3.90
		Nike	74.640	8/12/24	0.40	37.275		34.095	3.180	9.33	USD	3.82
	L	Coca-Cola	68.170	8/12/24	-0.74	40.660		38.860	1.800	4.63	USD	3.14
		Swiss Re	104.000	8/12/24	0.10	79.750		75.150	4.600	6.12	CHF	3.02
		JP Morgan Chase	206.190	8/12/24	0.19	56.870		53.140	3.730	7.02	USD	2.98
	S	Nissan Motor	410.200	8/09/24	-0.56	970.000		1,018.000	-48.000	-4.72	JPY	2.70
	S	Ford Motor	9.860	8/12/24	-2.38	16.630		17.350	-0.720	-4.15	USD	2.58
		Bridgestone	5,582.000	8/09/24	-1.33	3,647.000		3,470.000	177.000	5.10	JPY	1.83
	L	Goldman Sachs	485.500	8/12/24	-0.97	165.850		167.030	-1.180	-0.71	USD	1.73
		L´Oreal	376.650	8/12/24	-1.59	127.000		126.900	0.100	0.08	EUR	1.70
		Allianz	255.900	8/12/24		123.311		115.600	7.711	6.67	EUR	1.58
		Samsung Electronics	75,500.000	8/12/24	1.07	27,480.000		28,500.000	-1,020.000	-3.58	KRW	1.25
		Carrefour	13.730	8/12/24	-0.36	25.955		25.455	0.500	1.96	EUR	0.28
		BHP	2,094.000	8/12/24	-0.14	1,865.000		1,905.500	-40.500	-2.13	GBP	0.02
	L	Ericsson	71.080	8/12/24	1.14	80.550		90.750	-10.200	-11.24	SEK	-0.25
	L	Procter & Gamble	166.810	8/12/24	-2.19	79.690		80.160	-0.470	-0.59	USD	-0.38
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.840		11.200	-0.360	-3.21	AUD	-0.73
		Axa	32.350	8/12/24	-0.77	17.870		18.000	-0.130	-0.72	EUR	-0.93
		⇓instrument	freshest		⇓ Δday	6/16/14	⇓ Δwk	9/16/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Walmart	68.700	8/12/24	1.10	25.113		24.927	0.187	0.75	USD	-1.24
	L	Pfizer	28.450	8/12/24	-0.35	29.610		28.710	0.900	3.13	USD	-1.52
	L	Anglo American	2,232.500	8/12/24	0.29	1,422.000		1,583.000	-161.000	-10.17	GBP	-1.63
		GSK	1,572.000	8/12/24	0.42	1,607.240		1,625.880	-18.640	-1.15	GBP	-1.99
		IBM	189.480	8/12/24	-1.03	182.350		193.150	-10.800	-5.59	USD	-2.14
	S	Kimberly-Clark	34.140	8/12/24	-1.01	36.370		37.740	-1.370	-3.63	MXN	-2.47
	S	Diageo	2,451.500	8/12/24	1.03	1,884.000		2,012.500	-128.500	-6.39	GBP	-2.62
		UBS	24.850	8/12/24	0.44	17.310		19.500	-2.190	-11.23	CHF	-3.03
	S	Bristol-Myers	47.060	8/12/24	0.73	47.270		45.140	2.130	4.72	USD	-3.29
		Toyota	2,447.500	8/09/24	-0.14	1,164.000		1,262.000	-98.000	-7.77	JPY	-3.36
		Citigroup	57.840	8/12/24		47.640		51.000	-3.360	-6.59	USD	-3.91
		Rio Tinto	4,942.000	8/12/24	0.56	3,025.000		3,182.500	-157.500	-4.95	GBP	-3.96
	L	ABB	45.510	8/12/24	0.55	20.890		21.510	-0.620	-2.88	CHF	-4.54
		Standard Chartered	722.000	8/12/24	0.92	1,308.000		1,510.000	-202.000	-13.38	GBP	-5.18
		Honda Motor	1,420.000	8/09/24	-0.14	1,188.000		1,288.670	-100.670	-7.81	JPY	-5.28
	L	Philips	26.060	8/12/24	-0.91	22.875		24.910	-2.035	-8.17	EUR	-6.90
	L	HSBC	643.900	8/12/24	0.22	612.000		703.200	-91.200	-12.97	GBP	-7.21
		Barclays	220.100	8/12/24	0.85	236.500		282.111	-45.611	-16.17	GBP	-9.28
	L	Vodafone	74.440	8/12/24	0.87	194.100		213.900	-19.800	-9.26	GBP	-10.02
	S	Sony	12,325.000	8/09/24	0.28	1,642.000		2,124.000	-482.000	-22.69	JPY	-12.10
		Deutsche Bank	13.308	8/12/24	0.14	24.482		29.905	-5.423	-18.13	EUR	-14.71
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 6/16/14 / 9/16/13 - 67 did rise, Market-Ratio(39) = 70.53 %

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