Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 11/23/15 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	11/23/15	⇓ Δwk	2/23/15	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,484.320		1,582.470	-98.150	-6.20	USD	-3.11
	L	Alphabet A	162.290	8/12/24	-0.84	38.835		26.750	12.085	45.18	USD	33.05
		Nike	74.640	8/12/24	0.40	66.230		47.505	18.725	39.42	USD	25.94
	S	Kimberly-Clark	34.140	8/12/24	-1.01	41.100		30.980	10.120	32.67	MXN	21.62
		Microsoft	406.810	8/12/24	0.19	54.190		44.140	10.050	22.77	USD	18.51
	S	McDonald´s	269.460	8/12/24	0.58	114.470		94.310	20.160	21.38	USD	17.71
		General Electric	166.870	8/12/24	-0.16	244.720		201.360	43.360	21.53	USD	17.02
		Seven & i	1,672.500	8/09/24	-0.54	1,913.670		1,500.000	413.670	27.58	JPY	15.71
		Axa	32.350	8/12/24	-0.77	24.925		21.295	3.630	17.05	EUR	12.94
		Swiss Re	104.000	8/12/24	0.10	96.450		86.100	10.350	12.02	CHF	12.24
	L	Unilever	55.100	8/12/24	-0.36	41.905		38.160	3.745	9.81	EUR	12.08
	S	Orange	10.115	8/12/24	-0.25	16.340		15.900	0.440	2.77	EUR	11.09
		Allianz	255.900	8/12/24		163.200		147.900	15.300	10.34	EUR	10.87
	S	Nissan Motor	410.200	8/09/24	-0.56	1,284.000		1,202.000	82.000	6.82	JPY	10.25
	L	Deutsche Telekom	24.730	8/12/24	0.49	17.200		15.820	1.380	8.72	EUR	10.21
	S	Bristol-Myers	47.060	8/12/24	0.73	67.990		61.290	6.700	10.93	USD	7.41
	L	Texas Instruments	192.060	8/12/24	-0.08	57.350		58.250	-0.900	-1.55	USD	7.33
	S	Intel	19.360	8/12/24	-1.78	34.480		33.760	0.720	2.13	USD	7.00
		Societe Generale	20.520	8/12/24	0.44	43.990		40.450	3.540	8.75	EUR	6.69
	L	Münchener Rück	439.200	8/12/24	1.01	184.850		180.450	4.400	2.44	EUR	6.65
		JP Morgan Chase	206.190	8/12/24	0.19	66.880		59.350	7.530	12.69	USD	6.22
		UBS	24.850	8/12/24	0.44	19.680		16.500	3.180	19.27	CHF	6.13
	S	National Grid	978.400	8/12/24	-0.04	941.400		897.500	43.900	4.89	GBP	6.10
		L´Oreal	376.650	8/12/24	-1.59	168.450		158.750	9.700	6.11	EUR	5.92
	L	Philip Morris	116.090	8/12/24	0.07	86.590		82.890	3.700	4.46	USD	4.82
		⇓instrument	freshest		⇓ Δday	11/23/15	⇓ Δwk	2/23/15	prc diff	⇓ Δ39	Curr	∅-RS
		PepsiCo	171.420	8/12/24	-0.56	100.850		99.450	1.400	1.41	USD	4.66
	L	Nestlé	88.640	8/12/24	-0.40	75.750		73.100	2.650	3.63	CHF	4.50
	L	Coca-Cola	68.170	8/12/24	-0.74	42.960		41.850	1.110	2.65	USD	4.40
	S	LVMH	635.100	8/12/24	-0.14	161.900		161.250	0.650	0.40	EUR	4.38
		UnibailRodaWestfield	5.550	8/12/24	0.73	16.330		16.670	-0.340	-2.04	AUD	4.29
	L	Philips	26.060	8/12/24	-0.91	25.275		26.100	-0.825	-3.16	EUR	3.68
	S	Diageo	2,451.500	8/12/24	1.03	1,913.000		1,913.500	-0.500	-0.03	GBP	3.40
		Saint-Gobain	73.560	8/12/24	-0.41	40.675		41.640	-0.965	-2.32	EUR	3.05
	S	Sony	12,325.000	8/09/24	0.28	3,245.000		3,204.000	41.000	1.28	JPY	2.89
		TotalEnergies	61.720	8/12/24	0.60	45.765		46.290	-0.525	-1.13	EUR	2.78
	S	Johnson & Johnson	159.880	8/12/24	-0.46	102.770		100.180	2.590	2.59	USD	2.74
		Honda Motor	1,420.000	8/09/24	-0.14	1,330.670		1,306.670	24.000	1.84	JPY	2.73
		Siemens	157.200	8/12/24	0.01	95.820		98.000	-2.180	-2.22	EUR	2.32
		Citigroup	57.840	8/12/24		54.280		51.320	2.960	5.77	USD	1.99
	L	AstraZeneca	12,780.000	8/12/24	0.63	4,486.000		4,483.000	3.000	0.07	GBP	1.79
	L	3M	123.360	8/12/24	-0.65	158.650		168.810	-10.160	-6.02	USD	1.13
	S	Mercedes-Benz	57.480	8/12/24	-0.57	78.950		84.970	-6.020	-7.08	EUR	0.79
	L	Bayer	25.960	8/12/24	-0.04	125.350		126.300	-0.950	-0.75	EUR	0.13
		ING Groep	15.232	8/12/24	0.21	13.045		12.925	0.120	0.93	EUR	-0.23
		Aviva	484.200	8/12/24	0.35	506.000		548.000	-42.000	-7.66	GBP	-0.34
		Samsung Electronics	75,500.000	8/12/24	1.07	25,640.000		27,340.000	-1,700.000	-6.22	KRW	-0.51
		Carrefour	13.730	8/12/24	-0.36	28.515		29.445	-0.930	-3.16	EUR	-0.62
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	66.890		70.680	-3.790	-5.36	USD	-0.74
	S	BASF	41.280	8/12/24	-0.22	77.750		83.560	-5.810	-6.95	EUR	-0.78
		Marsh & McLennan	217.350	8/12/24	-1.23	55.730		57.010	-1.280	-2.25	USD	-1.19
		⇓instrument	freshest		⇓ Δday	11/23/15	⇓ Δwk	2/23/15	prc diff	⇓ Δ39	Curr	∅-RS
		Bridgestone	5,582.000	8/09/24	-1.33	4,445.000		4,704.000	-259.000	-5.51	JPY	-1.26
	L	Apple	217.530	8/12/24	0.71	29.440		33.250	-3.810	-11.46	USD	-1.64
	L	Goldman Sachs	485.500	8/12/24	-0.97	189.190		190.310	-1.120	-0.59	USD	-2.03
		Prudential	635.400	8/12/24	0.41	1,516.500		1,622.000	-105.500	-6.50	GBP	-2.07
	L	Vodafone	74.440	8/12/24	0.87	222.200		232.700	-10.500	-4.51	GBP	-2.24
	L	HP	33.780	8/12/24	0.72	14.230		17.343	-3.113	-17.95	USD	-2.95
		Toyota	2,447.500	8/09/24	-0.14	1,514.000		1,626.000	-112.000	-6.89	JPY	-3.15
	L	ABB	45.510	8/12/24	0.55	18.980		20.370	-1.390	-6.82	CHF	-3.18
	S	Ford Motor	9.860	8/12/24	-2.38	14.550		16.380	-1.830	-11.17	USD	-3.62
		Panasonic	1,058.500	8/09/24	1.34	1,410.000		1,417.000	-7.000	-0.49	JPY	-4.15
		Exxon Mobil	119.000	8/12/24	0.13	80.280		89.010	-8.730	-9.81	USD	-4.32
		Sanofi	95.670	8/12/24	-0.60	82.970		89.050	-6.080	-6.83	EUR	-4.63
		GSK	1,572.000	8/12/24	0.42	1,354.390		1,546.290	-191.900	-12.41	GBP	-5.28
		Merck (MSD)	113.480	8/12/24	-0.93	54.010		58.300	-4.290	-7.36	USD	-5.37
	L	Procter & Gamble	166.810	8/12/24	-2.19	75.970		85.390	-9.420	-11.03	USD	-5.54
		Canon	4,525.000	8/09/24	1.64	3,690.000		3,853.000	-163.000	-4.23	JPY	-5.56
	L	Novartis	96.740	8/12/24	0.16	74.080		81.290	-7.210	-8.87	CHF	-5.79
	L	Pfizer	28.450	8/12/24	-0.35	31.330		34.390	-3.060	-8.90	USD	-6.42
	S	Engie	15.335	8/12/24	0.49	16.405		18.805	-2.400	-12.76	EUR	-6.43
	L	HSBC	643.900	8/12/24	0.22	534.900		577.200	-42.300	-7.33	GBP	-6.83
		BP	439.600	8/12/24	1.35	380.750		444.600	-63.850	-14.36	GBP	-6.98
	L	Morgan Stanley	94.840	8/12/24	0.13	33.640		36.270	-2.630	-7.25	USD	-7.00
		Schneider Electric	211.250	8/12/24	0.38	58.050		71.330	-13.280	-18.62	EUR	-7.09
		Chevron	145.020	8/12/24	0.02	90.010		107.860	-17.850	-16.55	USD	-7.35
	L	Fox A	38.830	8/12/24	-1.27	29.980		35.360	-5.380	-15.21	USD	-7.86
		⇓instrument	freshest		⇓ Δday	11/23/15	⇓ Δwk	2/23/15	prc diff	⇓ Δ39	Curr	∅-RS
		Vivendi	9.488	8/12/24	0.40	20.110		21.390	-1.280	-5.98	EUR	-8.30
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.780		8.870	-1.090	-12.29	EUR	-8.31
		Telefónica	4.032	8/12/24	0.12	11.520		13.430	-1.910	-14.22	EUR	-9.26
	L	Raytheon Tech	116.600	8/12/24	0.39	61.731		77.860	-16.130	-20.72	USD	-9.37
		Shell	33.025	8/12/24	0.93	23.350		28.825	-5.475	-18.99	EUR	-10.26
	L	Ericsson	71.080	8/12/24	1.14	82.850		108.500	-25.650	-23.64	SEK	-11.05
		Deutsche Bank	13.308	8/12/24	0.14	21.554		25.918	-4.364	-16.84	EUR	-11.93
		IBM	189.480	8/12/24	-1.03	138.460		162.910	-24.450	-15.01	USD	-12.10
		Aegon	5.562	8/12/24	0.22	5.535		6.804	-1.269	-18.65	EUR	-12.47
		Caterpillar	336.030	8/12/24	-0.66	71.020		83.490	-12.470	-14.94	USD	-12.62
		Barclays	220.100	8/12/24	0.85	220.550		262.850	-42.300	-16.09	GBP	-13.07
		Rio Tinto	4,942.000	8/12/24	0.56	2,280.000		3,150.500	-870.500	-27.63	GBP	-14.90
		Banco Santander	4.089	8/12/24	-0.24	5.180		6.450	-1.270	-19.69	EUR	-15.45
	L	Walmart	68.700	8/12/24	1.10	20.087		28.200	-8.113	-28.77	USD	-18.96
		Repsol	12.765	8/12/24	0.67	12.010		16.920	-4.910	-29.02	EUR	-19.83
		E.on	12.325	8/12/24	0.78	8.085		12.282	-4.196	-34.17	EUR	-25.31
		BHP	2,094.000	8/12/24	-0.14	871.300		1,547.000	-675.700	-43.68	GBP	-32.06
	S	Volkswagen	93.500	8/12/24	-0.47	109.900		228.650	-118.750	-51.94	EUR	-36.96
		Standard Chartered	722.000	8/12/24	0.92	560.000		928.100	-368.100	-39.66	GBP	-37.41
	L	RWE	32.360	8/12/24	1.70	10.895		23.700	-12.805	-54.03	EUR	-41.10
	L	Anglo American	2,232.500	8/12/24	0.29	441.150		1,198.000	-756.850	-63.18	GBP	-50.04
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 11/23/15 / 2/23/15 - 33 did rise, Market-Ratio(39) = 34.74 %

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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