Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 10/20/14 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	10/20/14	⇓ Δwk	1/20/14	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,482.490		1,539.170	-56.680	-3.68	USD	-3.97
	L	Apple	217.530	8/12/24	0.71	24.940		19.610	5.331	27.18	USD	18.49
		Nike	74.640	8/12/24	0.40	44.450		36.875	7.575	20.54	USD	15.43
	S	Intel	19.360	8/12/24	-1.78	31.580		25.590	5.990	23.41	USD	14.77
		Microsoft	406.810	8/12/24	0.19	44.080		36.170	7.910	21.87	USD	10.41
		UnibailRodaWestfield	5.550	8/12/24	0.73	12.150		10.390	1.760	16.94	AUD	9.18
	L	HP	33.780	8/12/24	0.72	15.359		13.579	1.780	13.11	USD	9.06
		PepsiCo	171.420	8/12/24	-0.56	93.550		82.920	10.630	12.82	USD	8.88
	L	Novartis	96.740	8/12/24	0.16	69.000		61.500	7.500	12.20	CHF	8.55
	L	Coca-Cola	68.170	8/12/24	-0.74	43.290		39.920	3.370	8.44	USD	7.57
	L	Morgan Stanley	94.840	8/12/24	0.13	33.320		32.630	0.690	2.11	USD	6.02
		ING Groep	15.232	8/12/24	0.21	10.715		10.740	-0.025	-0.23	EUR	5.78
	L	Goldman Sachs	485.500	8/12/24	-0.97	177.840		173.200	4.640	2.68	USD	5.64
	S	National Grid	978.400	8/12/24	-0.04	872.500		793.000	79.500	10.03	GBP	5.26
	L	AstraZeneca	12,780.000	8/12/24	0.63	4,169.500		3,920.000	249.500	6.36	GBP	4.31
	L	Procter & Gamble	166.810	8/12/24	-2.19	84.180		80.180	4.000	4.99	USD	3.97
		Sanofi	95.670	8/12/24	-0.60	80.430		75.480	4.950	6.56	EUR	3.92
	L	Bayer	25.960	8/12/24	-0.04	102.500		102.050	0.450	0.44	EUR	2.89
	S	Orange	10.115	8/12/24	-0.25	10.800		9.696	1.104	11.39	EUR	2.86
	S	Sony	12,325.000	8/09/24	0.28	1,849.000		1,775.000	74.000	4.17	JPY	2.85
	L	Philip Morris	116.090	8/12/24	0.07	86.930		83.990	2.940	3.50	USD	2.85
		Marsh & McLennan	217.350	8/12/24	-1.23	50.560		48.520	2.040	4.20	USD	2.67
		Citigroup	57.840	8/12/24		50.530		51.850	-1.320	-2.55	USD	1.86
	S	Johnson & Johnson	159.880	8/12/24	-0.46	99.200		94.030	5.170	5.50	USD	1.48
		Aviva	484.200	8/12/24	0.35	490.200		477.100	13.100	2.75	GBP	1.35
		⇓instrument	freshest		⇓ Δday	10/20/14	⇓ Δwk	1/20/14	prc diff	⇓ Δ39	Curr	∅-RS
	S	Nissan Motor	410.200	8/09/24	-0.56	948.000		964.000	-16.000	-1.66	JPY	0.86
	L	3M	123.360	8/12/24	-0.65	137.600		136.990	0.610	0.45	USD	0.76
		Toyota	2,447.500	8/09/24	-0.14	1,207.000		1,244.000	-37.000	-2.97	JPY	0.66
		Prudential	635.400	8/12/24	0.41	1,343.000		1,345.000	-2.000	-0.15	GBP	0.22
	L	Ericsson	71.080	8/12/24	1.14	82.500		78.150	4.350	5.57	SEK	0.13
		Panasonic	1,058.500	8/09/24	1.34	1,169.000		1,291.000	-122.000	-9.45	JPY	-0.55
	S	Bristol-Myers	47.060	8/12/24	0.73	50.560		54.590	-4.030	-7.38	USD	-0.65
		JP Morgan Chase	206.190	8/12/24	0.19	56.630		58.170	-1.540	-2.65	USD	-0.76
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	64.540		64.740	-0.200	-0.31	USD	-1.00
		Merck (MSD)	113.480	8/12/24	-0.93	54.050		51.830	2.220	4.28	USD	-1.05
		Canon	4,525.000	8/09/24	1.64	3,230.000		3,261.000	-31.000	-0.95	JPY	-1.12
	L	Nestlé	88.640	8/12/24	-0.40	66.800		68.350	-1.550	-2.27	CHF	-1.17
	L	Unilever	55.100	8/12/24	-0.36	29.620		28.835	0.785	2.72	EUR	-1.18
	L	Texas Instruments	192.060	8/12/24	-0.08	44.410		43.850	0.560	1.28	USD	-1.80
	L	Walmart	68.700	8/12/24	1.10	25.047		25.280	-0.233	-0.92	USD	-1.80
	L	Fox A	38.830	8/12/24	-1.27	33.040		31.920	1.120	3.51	USD	-1.84
		Banco Santander	4.089	8/12/24	-0.24	6.814		6.706	0.108	1.61	EUR	-2.16
		Banco Bilbao Viz	8.924	8/12/24	0.27	8.784		9.660	-0.876	-9.07	EUR	-2.62
	L	HSBC	643.900	8/12/24	0.22	617.300		673.000	-55.700	-8.28	GBP	-3.03
		Seven & i	1,672.500	8/09/24	-0.54	1,286.000		1,401.670	-115.670	-8.25	JPY	-3.22
		Shell	33.025	8/12/24	0.93	26.560		26.340	0.220	0.84	EUR	-3.24
		Caterpillar	336.030	8/12/24	-0.66	94.030		90.600	3.430	3.79	USD	-3.55
		L´Oreal	376.650	8/12/24	-1.59	119.500		124.300	-4.800	-3.86	EUR	-4.10
		General Electric	166.870	8/12/24	-0.16	200.240		210.320	-10.080	-4.79	USD	-4.33
		Allianz	255.900	8/12/24		120.110		132.716	-12.606	-9.50	EUR	-4.51
		⇓instrument	freshest		⇓ Δday	10/20/14	⇓ Δwk	1/20/14	prc diff	⇓ Δ39	Curr	∅-RS
		Rio Tinto	4,942.000	8/12/24	0.56	3,079.000		3,336.000	-257.000	-7.70	GBP	-5.24
	S	McDonald´s	269.460	8/12/24	0.58	91.590		95.080	-3.490	-3.67	USD	-5.42
	L	Alphabet A	162.290	8/12/24	-0.84	26.619		29.183	-2.564	-8.78	USD	-5.50
	S	Engie	15.335	8/12/24	0.49	17.590		17.435	0.155	0.89	EUR	-5.64
		Exxon Mobil	119.000	8/12/24	0.13	91.770		98.500	-6.730	-6.83	USD	-5.67
		Bridgestone	5,582.000	8/09/24	-1.33	3,436.000		3,891.000	-455.000	-11.69	JPY	-5.84
		Vivendi	9.488	8/12/24	0.40	18.000		19.570	-1.570	-8.02	EUR	-6.09
		Aegon	5.562	8/12/24	0.22	5.974		6.768	-0.794	-11.73	EUR	-6.14
	S	Diageo	2,451.500	8/12/24	1.03	1,749.000		1,947.000	-198.000	-10.17	GBP	-6.45
	L	Anglo American	2,232.500	8/12/24	0.29	1,364.500		1,393.000	-28.500	-2.05	GBP	-6.61
		Axa	32.350	8/12/24	-0.77	17.285		19.885	-2.600	-13.08	EUR	-7.13
		Telefónica	4.032	8/12/24	0.12	11.085		12.515	-1.430	-11.43	EUR	-7.25
	S	LVMH	635.100	8/12/24	-0.14	124.950		127.500	-2.550	-2.00	EUR	-7.46
		E.on	12.325	8/12/24	0.78	11.632		12.414	-0.782	-6.30	EUR	-7.66
	L	Münchener Rück	439.200	8/12/24	1.01	144.150		158.000	-13.850	-8.77	EUR	-7.88
	L	Pfizer	28.450	8/12/24	-0.35	27.930		31.230	-3.300	-10.57	USD	-8.06
	S	Mercedes-Benz	57.480	8/12/24	-0.57	58.370		65.970	-7.600	-11.52	EUR	-8.51
		Chevron	145.020	8/12/24	0.02	111.490		120.360	-8.870	-7.37	USD	-8.58
	L	RWE	32.360	8/12/24	1.70	26.010		26.955	-0.945	-3.51	EUR	-8.95
		IBM	189.480	8/12/24	-1.03	169.100		188.430	-19.330	-10.26	USD	-8.98
		Swiss Re	104.000	8/12/24	0.10	71.550		80.050	-8.500	-10.62	CHF	-9.14
	L	Raytheon Tech	116.600	8/12/24	0.39	63.864		72.366	-8.502	-11.75	USD	-9.35
		TotalEnergies	61.720	8/12/24	0.60	42.940		44.385	-1.445	-3.26	EUR	-9.45
		Honda Motor	1,420.000	8/09/24	-0.14	1,118.000		1,375.670	-257.670	-18.73	JPY	-9.58
		Repsol	12.765	8/12/24	0.67	16.810		19.000	-2.190	-11.53	EUR	-10.11
		⇓instrument	freshest		⇓ Δday	10/20/14	⇓ Δwk	1/20/14	prc diff	⇓ Δ39	Curr	∅-RS
		Barclays	220.100	8/12/24	0.85	218.350		282.800	-64.450	-22.79	GBP	-10.13
	L	Deutsche Telekom	24.730	8/12/24	0.49	10.650		12.565	-1.915	-15.24	EUR	-10.39
	S	Kimberly-Clark	34.140	8/12/24	-1.01	31.450		36.400	-4.950	-13.60	MXN	-10.72
	L	ABB	45.510	8/12/24	0.55	19.390		24.670	-5.280	-21.40	CHF	-11.29
		BHP	2,094.000	8/12/24	-0.14	1,659.000		1,886.500	-227.500	-12.06	GBP	-11.88
	L	Vodafone	74.440	8/12/24	0.87	189.550		239.950	-50.400	-21.00	GBP	-12.09
		Schneider Electric	211.250	8/12/24	0.38	56.130		65.610	-9.480	-14.45	EUR	-12.25
	S	Ford Motor	9.860	8/12/24	-2.38	14.170		16.410	-2.240	-13.65	USD	-12.53
		UBS	24.850	8/12/24	0.44	15.090		18.890	-3.800	-20.12	CHF	-12.59
		Siemens	157.200	8/12/24	0.01	83.080		100.400	-17.320	-17.25	EUR	-12.80
		BP	439.600	8/12/24	1.35	421.900		494.300	-72.400	-14.65	GBP	-12.81
		Societe Generale	20.520	8/12/24	0.44	36.170		44.400	-8.230	-18.54	EUR	-12.86
	L	Philips	26.060	8/12/24	-0.91	21.260		28.070	-6.810	-24.26	EUR	-13.30
	S	BASF	41.280	8/12/24	-0.22	67.920		79.860	-11.940	-14.95	EUR	-13.74
		GSK	1,572.000	8/12/24	0.42	1,348.850		1,675.240	-326.390	-19.48	GBP	-14.33
	S	Volkswagen	93.500	8/12/24	-0.47	157.050		203.080	-46.030	-22.67	EUR	-15.42
		Carrefour	13.730	8/12/24	-0.36	22.560		27.360	-4.800	-17.54	EUR	-16.01
		Standard Chartered	722.000	8/12/24	0.92	1,076.000		1,328.000	-252.000	-18.98	GBP	-16.23
		Samsung Electronics	75,500.000	8/12/24	1.07	22,120.000		26,320.000	-4,200.000	-15.96	KRW	-16.75
		Saint-Gobain	73.560	8/12/24	-0.41	32.335		40.895	-8.560	-20.93	EUR	-18.42
		Deutsche Bank	13.308	8/12/24	0.14	21.545		31.675	-10.130	-31.98	EUR	-18.80
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 10/20/14 / 1/20/14 - 32 did rise, Market-Ratio(39) = 33.68 %

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