Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 6/27/16 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/27/16	⇓ Δwk	9/28/15	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,375.330		1,374.070	1.260	0.09	USD	-5.37
	L	Anglo American	2,232.500	8/12/24	0.29	636.560		552.700	83.860	15.17	GBP	28.03
		Samsung Electronics	75,500.000	8/12/24	1.07	27,960.000		22,240.000	5,720.000	25.72	KRW	13.86
	S	Johnson & Johnson	159.880	8/12/24	-0.46	116.550		91.370	25.180	27.56	USD	13.68
		Chevron	145.020	8/12/24	0.02	100.360		75.770	24.590	32.45	USD	12.09
		Marsh & McLennan	217.350	8/12/24	-1.23	63.730		51.540	12.190	23.65	USD	11.42
	L	Philip Morris	116.090	8/12/24	0.07	98.200		78.910	19.290	24.45	USD	10.24
		Exxon Mobil	119.000	8/12/24	0.13	88.860		72.600	16.260	22.40	USD	10.17
	L	Texas Instruments	192.060	8/12/24	-0.08	59.070		47.080	11.990	25.47	USD	9.95
		BP	439.600	8/12/24	1.35	397.930		323.050	74.880	23.18	GBP	9.69
	L	Walmart	68.700	8/12/24	1.10	23.833		21.220	2.613	12.32	USD	8.86
	S	National Grid	978.400	8/12/24	-0.04	998.360		898.000	100.360	11.18	GBP	8.15
	S	Kimberly-Clark	34.140	8/12/24	-1.01	42.760		36.940	5.820	15.76	MXN	8.14
		GSK	1,572.000	8/12/24	0.42	1,498.950		1,259.700	239.250	18.99	GBP	8.12
	L	3M	123.360	8/12/24	-0.65	167.190		138.380	28.810	20.82	USD	8.09
	S	Bristol-Myers	47.060	8/12/24	0.73	70.320		57.460	12.860	22.38	USD	7.65
		Shell	33.025	8/12/24	0.93	23.210		20.580	2.630	12.78	EUR	4.60
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	69.990		62.160	7.830	12.60	USD	4.39
	L	Pfizer	28.450	8/12/24	-0.35	33.800		30.820	2.980	9.67	USD	4.11
		UnibailRodaWestfield	5.550	8/12/24	0.73	16.810		16.330	0.480	2.94	AUD	4.09
	S	McDonald´s	269.460	8/12/24	0.58	116.300		95.960	20.340	21.20	USD	4.07
	L	Procter & Gamble	166.810	8/12/24	-2.19	81.230		71.770	9.460	13.18	USD	4.02
		PepsiCo	171.420	8/12/24	-0.56	102.130		92.470	9.660	10.45	USD	3.38
	S	Diageo	2,451.500	8/12/24	1.03	1,896.150		1,735.000	161.150	9.29	GBP	3.26
		Merck (MSD)	113.480	8/12/24	-0.93	55.310		48.420	6.890	14.23	USD	3.07
		⇓instrument	freshest		⇓ Δday	6/27/16	⇓ Δwk	9/28/15	prc diff	⇓ Δ39	Curr	∅-RS
		General Electric	166.870	8/12/24	-0.16	234.560		194.480	40.080	20.61	USD	2.91
	L	Coca-Cola	68.170	8/12/24	-0.74	43.780		39.530	4.250	10.75	USD	2.91
		L´Oreal	376.650	8/12/24	-1.59	162.800		149.750	13.050	8.71	EUR	2.42
	L	ABB	45.510	8/12/24	0.55	18.830		16.790	2.040	12.15	CHF	1.55
	L	Raytheon Tech	116.600	8/12/24	0.39	61.177		54.644	6.532	11.95	USD	0.46
	L	Unilever	55.100	8/12/24	-0.36	39.150		35.010	4.140	11.83	EUR	0.44
		Caterpillar	336.030	8/12/24	-0.66	71.380		63.790	7.590	11.90	USD	-0.40
		IBM	189.480	8/12/24	-1.03	143.500		142.520	0.980	0.69	USD	-0.45
	L	AstraZeneca	12,780.000	8/12/24	0.63	4,133.480		4,180.000	-46.520	-1.11	GBP	-0.68
	S	Intel	19.360	8/12/24	-1.78	30.720		28.800	1.920	6.67	USD	-0.93
		Rio Tinto	4,942.000	8/12/24	0.56	2,085.200		2,111.000	-25.800	-1.22	GBP	-1.53
	L	Nestlé	88.640	8/12/24	-0.40	71.100		71.900	-0.800	-1.11	CHF	-1.88
	L	RWE	32.360	8/12/24	1.70	12.130		9.204	2.926	31.79	EUR	-2.26
		Siemens	157.200	8/12/24	0.01	87.390		78.620	8.770	11.15	EUR	-2.44
		Microsoft	406.810	8/12/24	0.19	48.430		43.445	4.985	11.47	USD	-3.15
		BHP	2,094.000	8/12/24	-0.14	850.190		964.100	-113.910	-11.82	GBP	-3.22
	L	Alphabet A	162.290	8/12/24	-0.84	34.057		31.275	2.782	8.90	USD	-3.37
		TotalEnergies	61.720	8/12/24	0.60	40.330		38.765	1.565	4.04	EUR	-4.03
	L	HP	33.780	8/12/24	0.72	11.550		11.158	0.392	3.51	USD	-4.64
	L	Vodafone	74.440	8/12/24	0.87	209.320		207.200	2.120	1.02	GBP	-5.17
	S	BASF	41.280	8/12/24	-0.22	65.190		66.090	-0.900	-1.36	EUR	-5.98
	S	Sony	12,325.000	8/09/24	0.28	2,782.000		2,987.000	-205.000	-6.86	JPY	-6.48
	L	Fox A	38.830	8/12/24	-1.27	26.370		25.210	1.160	4.60	USD	-7.77
		JP Morgan Chase	206.190	8/12/24	0.19	57.610		59.980	-2.370	-3.95	USD	-8.15
		Repsol	12.765	8/12/24	0.67	10.210		10.050	0.160	1.59	EUR	-8.59
		⇓instrument	freshest		⇓ Δday	6/27/16	⇓ Δwk	9/28/15	prc diff	⇓ Δ39	Curr	∅-RS
	L	Novartis	96.740	8/12/24	0.16	62.790		74.000	-11.210	-15.15	CHF	-9.02
	S	Orange	10.115	8/12/24	-0.25	13.590		13.715	-0.125	-0.91	EUR	-9.35
		Schneider Electric	211.250	8/12/24	0.38	49.720		49.480	0.240	0.49	EUR	-9.47
	L	HSBC	643.900	8/12/24	0.22	442.260		488.950	-46.690	-9.55	GBP	-9.53
		Standard Chartered	722.000	8/12/24	0.92	525.820		627.800	-101.980	-16.24	GBP	-9.65
		E.on	12.325	8/12/24	0.78	7.482		6.484	0.998	15.40	EUR	-9.72
	L	Philips	26.060	8/12/24	-0.91	21.010		20.865	0.145	0.69	EUR	-10.52
	S	Ford Motor	9.860	8/12/24	-2.38	12.160		13.120	-0.960	-7.32	USD	-10.64
		Swiss Re	104.000	8/12/24	0.10	79.100		83.100	-4.000	-4.81	CHF	-11.00
	L	Deutsche Telekom	24.730	8/12/24	0.49	13.980		15.840	-1.860	-11.74	EUR	-11.46
		Sanofi	95.670	8/12/24	-0.60	70.420		84.440	-14.020	-16.60	EUR	-11.59
	S	Engie	15.335	8/12/24	0.49	13.180		14.150	-0.970	-6.86	EUR	-12.06
		Nike	74.640	8/12/24	0.40	51.890		61.070	-9.180	-15.03	USD	-12.55
	S	LVMH	635.100	8/12/24	-0.14	131.400		147.150	-15.750	-10.70	EUR	-13.46
		Seven & i	1,672.500	8/09/24	-0.54	1,450.330		1,785.330	-335.000	-18.76	JPY	-13.95
	L	Apple	217.530	8/12/24	0.71	23.010		28.214	-5.204	-18.44	USD	-14.35
		Canon	4,525.000	8/09/24	1.64	2,946.500		3,499.000	-552.500	-15.79	JPY	-15.08
	S	Volkswagen	93.500	8/12/24	-0.47	106.100		99.300	6.800	6.85	EUR	-15.24
	L	Münchener Rück	439.200	8/12/24	1.01	143.750		167.300	-23.550	-14.08	EUR	-16.34
		Saint-Gobain	73.560	8/12/24	-0.41	32.510		38.185	-5.675	-14.86	EUR	-16.54
	S	Nissan Motor	410.200	8/09/24	-0.56	919.900		1,078.000	-158.100	-14.67	JPY	-17.65
		Allianz	255.900	8/12/24		120.150		137.100	-16.950	-12.36	EUR	-17.95
		Prudential	635.400	8/12/24	0.41	1,134.800		1,356.500	-221.700	-16.34	GBP	-18.80
		Carrefour	13.730	8/12/24	-0.36	21.440		25.370	-3.930	-15.49	EUR	-18.85
	L	Goldman Sachs	485.500	8/12/24	-0.97	139.510		173.020	-33.510	-19.37	USD	-18.91
		⇓instrument	freshest		⇓ Δday	6/27/16	⇓ Δwk	9/28/15	prc diff	⇓ Δ39	Curr	∅-RS
		Citigroup	57.840	8/12/24		38.480		49.030	-10.550	-21.52	USD	-19.67
	L	Bayer	25.960	8/12/24	-0.04	86.980		113.600	-26.620	-23.43	EUR	-20.12
	L	Morgan Stanley	94.840	8/12/24	0.13	23.610		31.090	-7.480	-24.06	USD	-20.65
		Bridgestone	5,582.000	8/09/24	-1.33	3,279.000		4,096.000	-817.000	-19.95	JPY	-20.66
		Vivendi	9.488	8/12/24	0.40	15.280		20.620	-5.340	-25.90	EUR	-22.25
	L	Ericsson	71.080	8/12/24	1.14	60.600		78.800	-18.200	-23.10	SEK	-22.41
	S	Mercedes-Benz	57.480	8/12/24	-0.57	53.370		63.590	-10.220	-16.07	EUR	-22.76
		Toyota	2,447.500	8/09/24	-0.14	1,030.000		1,429.000	-399.000	-27.92	JPY	-23.18
		Panasonic	1,058.500	8/09/24	1.34	867.000		1,242.000	-375.000	-30.19	JPY	-24.73
		Honda Motor	1,420.000	8/09/24	-0.14	849.670		1,200.670	-351.000	-29.23	JPY	-25.83
		Aviva	484.200	8/12/24	0.35	346.200		437.800	-91.600	-20.92	GBP	-25.94
		Axa	32.350	8/12/24	-0.77	16.410		21.275	-4.865	-22.87	EUR	-26.80
		Telefónica	4.032	8/12/24	0.12	7.660		10.750	-3.090	-28.74	EUR	-27.48
		Banco Santander	4.089	8/12/24	-0.24	3.300		4.630	-1.330	-28.73	EUR	-28.07
		ING Groep	15.232	8/12/24	0.21	8.610		12.425	-3.815	-30.70	EUR	-28.36
		UBS	24.850	8/12/24	0.44	12.500		17.770	-5.270	-29.66	CHF	-28.70
		Banco Bilbao Viz	8.924	8/12/24	0.27	4.760		7.360	-2.600	-35.33	EUR	-30.01
		Aegon	5.562	8/12/24	0.22	3.610		5.001	-1.391	-27.81	EUR	-30.47
		Societe Generale	20.520	8/12/24	0.44	26.390		38.095	-11.705	-30.73	EUR	-30.66
		Deutsche Bank	13.308	8/12/24	0.14	11.192		20.992	-9.800	-46.68	EUR	-36.84
		Barclays	220.100	8/12/24	0.85	127.200		245.200	-118.000	-48.12	GBP	-37.57
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 6/27/16 / 9/28/15 - 46 did rise, Market-Ratio(39) = 48.42 %

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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