Share-o-matic - Assessment SP Global 100

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

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	11/23/15	Δwk	2/23/15	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,484.320		1,582.470	-98.150	-6.20	-3.11
		Microsoft	406.810	8/12/24	0.19	54.190		44.140	10.050	22.77	18.51
	L	Apple	217.530	8/12/24	0.71	29.440		33.250	-3.810	-11.46	-1.64
	L	Anglo American	3,377.355	8/12/24	0.29	667.378		1,851.544	-1,184.166	-63.96	-50.75
		Caterpillar	336.030	8/12/24	-0.66	71.020		83.490	-12.470	-14.94	-12.62
	L	Alphabet A	162.290	8/12/24	-0.84	38.835		26.750	12.085	45.18	33.05
	S	LVMH	674.857	8/12/24	-0.14	172.035		182.825	-10.790	-5.90	-1.74
		Marsh & McLennan	217.350	8/12/24	-1.23	55.730		57.010	-1.280	-2.25	-1.19
	S	Sony	100.346	8/09/24	0.28	26.420		26.966	-0.547	-2.03	0.99
		Schneider Electric	224.474	8/12/24	0.38	61.684		80.874	-19.190	-23.73	-12.39
	L	Walmart	68.700	8/12/24	1.10	20.087		28.200	-8.113	-28.77	-18.96
	L	Texas Instruments	192.060	8/12/24	-0.08	57.350		58.250	-0.900	-1.55	7.33
		JP Morgan Chase	206.190	8/12/24	0.19	66.880		59.350	7.530	12.69	6.22
	L	RWE	34.386	8/12/24	1.70	11.577		26.871	-15.294	-56.92	-44.21
		Samsung Electronics	65.122	8/12/24	1.07	22.116		24.668	-2.553	-10.35	-3.21
	L	AstraZeneca	19,333.752	8/12/24	0.63	6,786.480		6,928.606	-142.126	-2.05	0.29
	L	Morgan Stanley	94.840	8/12/24	0.13	33.640		36.270	-2.630	-7.25	-7.00
	L	Goldman Sachs	485.500	8/12/24	-0.97	189.190		190.310	-1.120	-0.59	-2.03
		BHP	3,167.831	8/12/24	-0.14	1,318.114		2,390.933	-1,072.819	-44.87	-33.06
	L	ABB	44.665	8/12/24	0.55	18.628		21.446	-2.819	-13.14	-8.79
	L	Münchener Rück	466.694	8/12/24	1.01	196.422		204.594	-8.173	-3.99	0.51
	L	HP	33.780	8/12/24	0.72	14.230		17.343	-3.113	-17.95	-2.95
	S	McDonald´s	269.460	8/12/24	0.58	114.470		94.310	20.160	21.38	17.71
		L´Oreal	400.228	8/12/24	-1.59	178.995		179.991	-0.996	-0.55	-0.33
	L	Procter & Gamble	166.810	8/12/24	-2.19	75.970		85.390	-9.420	-11.03	-5.54
		⇓instrument	freshest		⇓ Δday	11/23/15	Δwk	2/23/15	prc diff	⇓ Δ39	⇓∅-RS
		Rio Tinto	7,476.323	8/12/24	0.56	3,449.214		4,869.189	-1,419.975	-29.16	-16.13
		Merck (MSD)	113.480	8/12/24	-0.93	54.010		58.300	-4.290	-7.36	-5.37
	L	Raytheon Tech	116.600	8/12/24	0.39	61.731		77.860	-16.130	-20.72	-9.37
		Saint-Gobain	78.165	8/12/24	-0.41	43.221		47.211	-3.990	-8.45	-2.96
		PepsiCo	171.420	8/12/24	-0.56	100.850		99.450	1.400	1.41	4.66
		Siemens	167.041	8/12/24	0.01	101.818		111.112	-9.294	-8.36	-3.48
		Toyota	19.927	8/09/24	-0.14	12.326		13.685	-1.359	-9.93	-4.84
		Chevron	145.020	8/12/24	0.02	90.010		107.860	-17.850	-16.55	-7.35
	L	Coca-Cola	68.170	8/12/24	-0.74	42.960		41.850	1.110	2.65	4.40
		Allianz	271.919	8/12/24		173.416		167.689	5.727	3.42	4.45
	S	Johnson & Johnson	159.880	8/12/24	-0.46	102.770		100.180	2.590	2.59	2.74
		E.on	13.097	8/12/24	0.78	8.592		13.925	-5.334	-38.30	-29.40
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	66.890		70.680	-3.790	-5.36	-0.74
		Exxon Mobil	119.000	8/12/24	0.13	80.280		89.010	-8.730	-9.81	-4.32
	L	Deutsche Telekom	26.278	8/12/24	0.49	18.277		17.937	0.340	1.90	3.70
		Shell	35.092	8/12/24	0.93	24.812		32.682	-7.870	-24.08	-15.28
		IBM	189.480	8/12/24	-1.03	138.460		162.910	-24.450	-15.01	-12.10
		TotalEnergies	65.584	8/12/24	0.60	48.630		52.484	-3.854	-7.34	-3.08
	L	Philip Morris	116.090	8/12/24	0.07	86.590		82.890	3.700	4.46	4.82
	L	Unilever	58.549	8/12/24	-0.36	44.528		43.266	1.262	2.92	5.48
	L	Novartis	94.944	8/12/24	0.16	72.705		85.585	-12.880	-15.05	-11.25
		Axa	34.375	8/12/24	-0.77	26.485		24.144	2.341	9.70	6.27
	L	Fox A	38.830	8/12/24	-1.27	29.980		35.360	-5.380	-15.21	-7.86
		Standard Chartered	1,092.251	8/12/24	0.92	847.175		1,434.405	-587.230	-40.94	-38.31
	S	Diageo	3,708.661	8/12/24	1.03	2,894.012		2,957.370	-63.358	-2.14	1.91
		⇓instrument	freshest		⇓ Δday	11/23/15	Δwk	2/23/15	prc diff	⇓ Δ39	⇓∅-RS
		UBS	24.389	8/12/24	0.44	19.315		17.372	1.943	11.18	-0.05
		Bridgestone	45.447	8/09/24	-1.33	36.190		39.591	-3.401	-8.59	-2.98
		Canon	36.841	8/09/24	1.64	30.043		32.428	-2.386	-7.36	-7.19
	L	HSBC	974.100	8/12/24	0.22	809.204		892.079	-82.876	-9.29	-8.16
	L	Nestlé	86.994	8/12/24	-0.40	74.344		76.962	-2.619	-3.40	-1.59
		ING Groep	16.186	8/12/24	0.21	13.862		14.654	-0.793	-5.41	-6.15
		GSK	2,378.142	8/12/24	0.42	2,048.939		2,389.836	-340.897	-14.26	-6.69
		BP	665.033	8/12/24	1.35	576.004		687.142	-111.139	-16.17	-8.35
		Sanofi	101.659	8/12/24	-0.60	88.164		100.965	-12.801	-12.68	-10.23
		Banco Bilbao Viz	9.483	8/12/24	0.27	8.267		10.057	-1.790	-17.80	-13.57
		Nike	74.640	8/12/24	0.40	66.230		47.505	18.725	39.42	25.94
		Swiss Re	102.069	8/12/24	0.10	94.659		90.649	4.010	4.42	5.67
		Honda Motor	11.561	8/09/24	-0.14	10.834		10.997	-0.164	-1.49	0.92
		Citigroup	57.840	8/12/24		54.280		51.320	2.960	5.77	1.99
		Repsol	13.564	8/12/24	0.67	12.762		19.184	-6.422	-33.48	-24.29
	S	National Grid	1,480.136	8/12/24	-0.04	1,424.162		1,387.112	37.050	2.67	4.56
	L	Philips	27.691	8/12/24	-0.91	26.857		29.592	-2.735	-9.24	-2.24
		Aegon	5.910	8/12/24	0.22	5.881		7.714	-1.833	-23.76	-17.49
	L	DuPont	78.330	8/12/24	-0.25						-na-
		Barclays	332.970	8/12/24	0.85	333.651		406.242	-72.591	-17.87	-14.30
		Aviva	732.504	8/12/24	0.35	765.483		846.950	-81.466	-9.62	-1.80
	S	Engie	16.295	8/12/24	0.49	17.432		21.321	-3.889	-18.24	-11.61
	L	Pfizer	28.450	8/12/24	-0.35	31.330		34.390	-3.060	-8.90	-6.42
		Seven & i	13.617	8/09/24	-0.54	15.580		12.625	2.956	23.41	13.60
	L	Ericsson	8.146	8/12/24	1.14	9.495		12.903	-3.408	-26.41	-15.12
		⇓instrument	freshest		⇓ Δday	11/23/15	Δwk	2/23/15	prc diff	⇓ Δ39	⇓∅-RS
	S	Volkswagen	99.353	8/12/24	-0.47	116.780		259.243	-142.464	-54.95	-40.49
	S	Kimberly-Clark	2.064	8/12/24	-1.01	2.485		2.053	0.432	21.05	14.15
		Banco Santander	4.345	8/12/24	-0.24	5.504		7.313	-1.809	-24.73	-20.11
	L	3M	123.360	8/12/24	-0.65	158.650		168.810	-10.160	-6.02	1.13
		Panasonic	8.618	8/09/24	1.34	11.480		11.926	-0.446	-3.74	-5.85
	S	Mercedes-Benz	61.078	8/12/24	-0.57	83.892		96.339	-12.447	-12.92	-5.16
	S	Bristol-Myers	47.060	8/12/24	0.73	67.990		61.290	6.700	10.93	7.41
		General Electric	166.870	8/12/24	-0.16	244.720		201.360	43.360	21.53	17.02
	S	Ford Motor	9.860	8/12/24	-2.38	14.550		16.380	-1.830	-11.17	-3.62
	S	Orange	10.748	8/12/24	-0.25	17.363		18.027	-0.665	-3.69	4.74
		Deutsche Bank	14.141	8/12/24	0.14	22.903		29.386	-6.483	-22.06	-17.04
	S	Intel	19.360	8/12/24	-1.78	34.480		33.760	0.720	2.13	7.00
	S	BASF	43.864	8/12/24	-0.22	82.617		94.740	-12.123	-12.80	-6.58
		Carrefour	14.589	8/12/24	-0.36	30.300		33.385	-3.085	-9.24	-6.48
		Vivendi	10.082	8/12/24	0.40	21.369		24.252	-2.883	-11.89	-13.58
		Societe Generale	21.805	8/12/24	0.44	46.744		45.862	0.882	1.92	0.42
		Prudential	961.241	8/12/24	0.41	2,294.181		2,506.848	-212.667	-8.48	-3.52
		Telefónica	4.284	8/12/24	0.12	12.241		15.227	-2.986	-19.61	-14.43
		UnibailRodaWestfield	3.993	8/12/24	0.73	11.748		13.007	-1.259	-9.68	-1.66
	L	Vodafone	112.614	8/12/24	0.87	336.147		359.645	-23.497	-6.53	-3.62
	S	Nissan Motor	3.340	8/09/24	-0.56	10.454		10.117	0.337	3.33	8.29
	L	Bayer	27.585	8/12/24	-0.04	133.197		143.199	-10.002	-6.98	-5.68
SP Global 100 - 95 out of 96 instruments rated - 11/23/15 / 2/23/15 - 24 did rise, Market-Ratio(39) in USD = 25.26 %

Technical Chart

	SP Global 100 RS = 39 - B/S = 55/40

1/03/22	scale up chart	7/01/24

Transactions SP Global 100 in Dollar * A39 - 55/40 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	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	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	5.750	12.350		6.600	115	221,290	45
short	8/01/11	4/30/12	273		Carrefour	100	7,655	28.907	20.110	41.553	12.646	44	318,093	62
long	4/30/12	10/20/14	903		Apple	100	15,251	20.856	24.940		4.084	20	380,374	7
short	10/20/14	11/03/14	14		Deutsche Bank	100	13,794	27.573	27.646	27.501	-0.072	0	379,378	-7
long	11/03/14	8/24/15	294		Apple	100	13,871	27.350	25.788		-1.563	-6	357,704	-7
short	8/24/15	9/12/16	385		RWE	100	23,305	15.348	16.458	14.239	-1.110	-7	331,845	-7
long	9/12/16	7/02/18	658		Anglo American	100	30,361	10.930	21.635		10.705	98	656,864	46
short	7/02/18	7/15/19	378		Deutsche Bank	100	61,733	10.640	7.754	14.601	3.960	37	901,348	36
long	7/15/19	3/09/20	238		LVMH	100	2,105	428.031	387.571		-40.460	-9	816,179	-14
short	3/09/20	12/07/20	273		DuPont	100	23,219	35.150	65.430	4.870	-30.280	-86	113,108	-93
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1,616	69.965	62.428		-7.537	-11	100,928	-9
short	3/07/22	3/21/22	14		Vivendi	100	8,639	11.683	12.965	10.401	-1.282	-11	89,852	-95
long	3/21/22	6/13/22	84		Chevron	100	545	164.640	167.330		2.690	2	91,318	7
short	6/13/22	12/05/22	175		Philips	100	4,115	22.191	14.959	32.921	10.729	48	135,469	128
long	12/05/22	12/19/22	14		Merck (MSD)	100	1,231	110.010	109.440		-0.570	-1	134,767	-13
short	12/19/22	1/23/23	35		Credit Suisse	100	45,066	2.990	3.413	2.568	-0.423	-14	115,712	-80
long	1/23/23	10/23/23	273		Münchener Rück	100	326	353.906	396.949		43.043	12	129,744	17
short	10/23/23	12/11/23	49		Pfizer	100	4,207	30.840	28.640	33.209	2.369	8	139,711	74
long	12/11/23	8/12/24	245		Intel	100	3,136	44.540	19.360		-25.180	-57	60,746	-71
accum	1/14/08	8/12/24	6727	days out of 7469 invested (90%)							507		60,746	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	10.93	21.64		10.71	97.94	97.94
Philips	short	6/13/22	12/05/22	175	22.19	14.96	32.92	10.73	48.35	48.35
Carrefour	short	8/01/11	4/30/12	273	28.91	20.11	41.55	12.65	43.75	43.75
Deutsche Bank	short	10/20/14	11/03/14	14	27.57	27.65	27.50	-0.07	-0.26
	short	7/02/18	7/15/19	378	10.64	7.75	14.60	3.96	37.22	36.86
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
Münchener Rück	long	1/23/23	10/23/23	273	353.91	396.95		43.04	12.16	12.16
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
RWE	short	8/24/15	9/12/16	385	15.35	16.46	14.24	-1.11	-7.23	-7.23
LVMH	long	7/15/19	3/09/20	238	428.03	387.57		-40.46	-9.45	-9.45
Mercedes-Benz	long	12/07/20	3/07/22	455	69.96	62.43		-7.54	-10.77	-10.77
Vivendi	short	3/07/22	3/21/22	14	11.68	12.96	10.40	-1.28	-10.97	-10.97
Credit Suisse	short	12/19/22	1/23/23	35	2.99	3.41	2.57	-0.42	-14.14	-14.14
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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