Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 2/23/15 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/23/15	⇓ Δwk	5/26/14	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,582.470		1,574.500	7.970	0.51	USD	1.63
	S	Sony	12,325.000	8/09/24	0.28	3,204.000		1,700.000	1,504.000	88.47	JPY	61.33
	L	Apple	217.530	8/12/24	0.71	33.250		22.344	10.906	48.81	USD	39.25
		UnibailRodaWestfield	5.550	8/12/24	0.73	16.670		11.260	5.410	48.05	AUD	35.47
	S	Orange	10.115	8/12/24	-0.25	15.900		12.145	3.755	30.92	EUR	32.66
		Toyota	2,447.500	8/09/24	-0.14	1,626.000		1,128.000	498.000	44.15	JPY	29.17
	L	Deutsche Telekom	24.730	8/12/24	0.49	15.820		12.450	3.370	27.07	EUR	28.24
	S	Mercedes-Benz	57.480	8/12/24	-0.57	84.970		69.610	15.360	22.07	EUR	28.16
	S	Volkswagen	93.500	8/12/24	-0.47	228.650		195.010	33.640	17.25	EUR	25.59
	L	Ericsson	71.080	8/12/24	1.14	108.500		81.650	26.850	32.88	SEK	24.49
		Bridgestone	5,582.000	8/09/24	-1.33	4,704.000		3,569.000	1,135.000	31.80	JPY	24.46
		L´Oreal	376.650	8/12/24	-1.59	158.750		128.450	30.300	23.59	EUR	23.51
	S	Nissan Motor	410.200	8/09/24	-0.56	1,202.000		910.000	292.000	32.09	JPY	22.62
		ING Groep	15.232	8/12/24	0.21	12.925		10.140	2.785	27.47	EUR	22.15
	L	Unilever	55.100	8/12/24	-0.36	38.160		31.920	6.240	19.55	EUR	21.40
	L	Texas Instruments	192.060	8/12/24	-0.08	58.250		46.350	11.900	25.67	USD	19.75
	L	Bayer	25.960	8/12/24	-0.04	126.300		105.200	21.100	20.06	EUR	19.38
	S	LVMH	635.100	8/12/24	-0.14	161.250		144.250	17.000	11.79	EUR	18.28
	L	Novartis	96.740	8/12/24	0.16	81.290		67.370	13.920	20.66	CHF	17.71
	S	Bristol-Myers	47.060	8/12/24	0.73	61.290		48.890	12.400	25.36	USD	15.80
	L	3M	123.360	8/12/24	-0.65	168.810		141.440	27.370	19.35	USD	15.48
		Prudential	635.400	8/12/24	0.41	1,622.000		1,399.500	222.500	15.90	GBP	14.98
		Nike	74.640	8/12/24	0.40	47.505		38.305	9.200	24.02	USD	14.97
		Allianz	255.900	8/12/24		147.900		122.819	25.081	20.42	EUR	14.78
		Axa	32.350	8/12/24	-0.77	21.295		17.790	3.505	19.70	EUR	14.44
		⇓instrument	freshest		⇓ Δday	2/23/15	⇓ Δwk	5/26/14	prc diff	⇓ Δ39	Curr	∅-RS
		Sanofi	95.670	8/12/24	-0.60	89.050		78.050	11.000	14.09	EUR	13.73
	L	Münchener Rück	439.200	8/12/24	1.01	180.450		161.050	19.400	12.05	EUR	13.25
		Carrefour	13.730	8/12/24	-0.36	29.445		27.115	2.330	8.59	EUR	13.14
		Panasonic	1,058.500	8/09/24	1.34	1,417.000		1,097.000	320.000	29.17	JPY	12.93
	L	Pfizer	28.450	8/12/24	-0.35	34.390		29.610	4.780	16.14	USD	12.88
		Barclays	220.100	8/12/24	0.85	262.850		245.500	17.350	7.07	GBP	12.53
		Canon	4,525.000	8/09/24	1.64	3,853.000		3,345.000	508.000	15.19	JPY	12.43
		Telefónica	4.032	8/12/24	0.12	13.430		12.210	1.220	9.99	EUR	11.43
		Schneider Electric	211.250	8/12/24	0.38	71.330		68.380	2.950	4.31	EUR	11.26
	L	Philips	26.060	8/12/24	-0.91	26.100		23.610	2.490	10.55	EUR	10.39
	L	Raytheon Tech	116.600	8/12/24	0.39	77.860		72.908	4.953	6.79	USD	9.97
		Honda Motor	1,420.000	8/09/24	-0.14	1,306.670		1,180.330	126.340	10.70	JPY	9.92
		PepsiCo	171.420	8/12/24	-0.56	99.450		86.530	12.920	14.93	USD	9.68
	L	Vodafone	74.440	8/12/24	0.87	232.700		208.150	24.550	11.79	GBP	9.40
		Vivendi	9.488	8/12/24	0.40	21.390		19.160	2.230	11.64	EUR	9.37
	L	HP	33.780	8/12/24	0.72	17.343		15.032	2.312	15.38	USD	9.25
		Saint-Gobain	73.560	8/12/24	-0.41	41.640		42.215	-0.575	-1.36	EUR	9.15
		Marsh & McLennan	217.350	8/12/24	-1.23	57.010		49.860	7.150	14.34	USD	9.14
	L	Morgan Stanley	94.840	8/12/24	0.13	36.270		31.120	5.150	16.55	USD	9.13
	L	Goldman Sachs	485.500	8/12/24	-0.97	190.310		161.770	28.540	17.64	USD	9.06
		Seven & i	1,672.500	8/09/24	-0.54	1,500.000		1,364.330	135.670	9.94	JPY	9.03
		Swiss Re	104.000	8/12/24	0.10	86.100		79.450	6.650	8.37	CHF	9.01
	S	BASF	41.280	8/12/24	-0.22	83.560		83.770	-0.210	-0.25	EUR	8.80
	S	Intel	19.360	8/12/24	-1.78	33.760		26.710	7.050	26.39	USD	8.56
		Aegon	5.562	8/12/24	0.22	6.804		6.324	0.480	7.59	EUR	7.98
		⇓instrument	freshest		⇓ Δday	2/23/15	⇓ Δwk	5/26/14	prc diff	⇓ Δ39	Curr	∅-RS
		Aviva	484.200	8/12/24	0.35	548.000		524.500	23.500	4.48	GBP	7.86
		Deutsche Bank	13.308	8/12/24	0.14	25.918		25.644	0.274	1.07	EUR	7.61
	L	Walmart	68.700	8/12/24	1.10	28.200		25.197	3.003	11.92	USD	7.58
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	70.680		66.710	3.970	5.95	USD	6.02
	L	Nestlé	88.640	8/12/24	-0.40	73.100		69.850	3.250	4.65	CHF	5.58
		Samsung Electronics	75,500.000	8/12/24	1.07	27,340.000		28,440.000	-1,100.000	-3.87	KRW	5.55
		Siemens	157.200	8/12/24	0.01	98.000		97.570	0.430	0.44	EUR	4.34
	S	Diageo	2,451.500	8/12/24	1.03	1,913.500		1,900.000	13.500	0.71	GBP	3.84
	S	Ford Motor	9.860	8/12/24	-2.38	16.380		16.160	0.220	1.36	USD	3.84
		Citigroup	57.840	8/12/24		51.320		47.570	3.750	7.88	USD	2.78
	L	Fox A	38.830	8/12/24	-1.27	35.360		34.780	0.580	1.67	USD	2.70
		Societe Generale	20.520	8/12/24	0.44	40.450		43.130	-2.680	-6.21	EUR	2.68
	S	National Grid	978.400	8/12/24	-0.04	897.500		889.500	8.000	0.90	GBP	2.61
	L	AstraZeneca	12,780.000	8/12/24	0.63	4,483.000		4,252.000	231.000	5.43	GBP	2.58
		GSK	1,572.000	8/12/24	0.42	1,546.290		1,646.530	-100.240	-6.09	GBP	2.45
	L	Procter & Gamble	166.810	8/12/24	-2.19	85.390		80.080	5.310	6.63	USD	2.32
		JP Morgan Chase	206.190	8/12/24	0.19	59.350		55.140	4.210	7.64	USD	1.99
		Microsoft	406.810	8/12/24	0.19	44.140		40.190	3.950	9.83	USD	1.91
		Shell	33.025	8/12/24	0.93	28.825		29.030	-0.205	-0.71	EUR	1.74
	L	Coca-Cola	68.170	8/12/24	-0.74	41.850		40.770	1.080	2.65	USD	1.44
		Banco Bilbao Viz	8.924	8/12/24	0.27	8.870		9.293	-0.423	-4.55	EUR	0.93
		Rio Tinto	4,942.000	8/12/24	0.56	3,150.500		3,236.000	-85.500	-2.64	GBP	0.64
		Merck (MSD)	113.480	8/12/24	-0.93	58.300		56.690	1.610	2.84	USD	0.29
	S	McDonald´s	269.460	8/12/24	0.58	94.310		102.360	-8.050	-7.86	USD	-1.66
		UBS	24.850	8/12/24	0.44	16.500		18.040	-1.540	-8.54	CHF	-1.67
		⇓instrument	freshest		⇓ Δday	2/23/15	⇓ Δwk	5/26/14	prc diff	⇓ Δ39	Curr	∅-RS
	S	Johnson & Johnson	159.880	8/12/24	-0.46	100.180		100.810	-0.630	-0.62	USD	-1.80
	L	Philip Morris	116.090	8/12/24	0.07	82.890		86.910	-4.020	-4.63	USD	-1.84
		General Electric	166.870	8/12/24	-0.16	201.360		212.560	-11.200	-5.27	USD	-2.25
	S	Engie	15.335	8/12/24	0.49	18.805		20.415	-1.610	-7.89	EUR	-2.39
	L	ABB	45.510	8/12/24	0.55	20.370		21.460	-1.090	-5.08	CHF	-2.42
		E.on	12.325	8/12/24	0.78	12.282		12.882	-0.600	-4.66	EUR	-2.61
		TotalEnergies	61.720	8/12/24	0.60	46.290		52.650	-6.360	-12.08	EUR	-3.02
		BP	439.600	8/12/24	1.35	444.600		504.200	-59.600	-11.82	GBP	-3.79
	L	Alphabet A	162.290	8/12/24	-0.84	26.750		28.744	-1.994	-6.94	USD	-4.42
		Repsol	12.765	8/12/24	0.67	16.920		20.640	-3.720	-18.02	EUR	-5.74
	S	Kimberly-Clark	34.140	8/12/24	-1.01	30.980		35.470	-4.490	-12.66	MXN	-6.04
	L	HSBC	643.900	8/12/24	0.22	577.200		621.200	-44.000	-7.08	GBP	-6.96
		Exxon Mobil	119.000	8/12/24	0.13	89.010		101.360	-12.350	-12.18	USD	-7.79
		Banco Santander	4.089	8/12/24	-0.24	6.450		7.451	-1.001	-13.43	EUR	-8.34
		IBM	189.480	8/12/24	-1.03	162.910		184.780	-21.870	-11.84	USD	-8.37
		Chevron	145.020	8/12/24	0.02	107.860		122.840	-14.980	-12.19	USD	-9.09
		BHP	2,094.000	8/12/24	-0.14	1,547.000		1,947.500	-400.500	-20.56	GBP	-10.53
	L	Anglo American	2,232.500	8/12/24	0.29	1,198.000		1,557.000	-359.000	-23.06	GBP	-13.95
	L	RWE	32.360	8/12/24	1.70	23.700		29.415	-5.715	-19.43	EUR	-15.46
		Caterpillar	336.030	8/12/24	-0.66	83.490		103.680	-20.190	-19.47	USD	-15.72
		Standard Chartered	722.000	8/12/24	0.92	928.100		1,344.000	-415.900	-30.94	GBP	-17.29
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 2/23/15 / 5/26/14 - 64 did rise, Market-Ratio(39) = 67.37 %

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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