Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 12/26/16 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/26/16	⇓ Δwk	3/28/16	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,567.490		1,433.680	133.810	9.33	USD	7.26
	L	Anglo American	2,232.500	8/12/24	0.29	1,125.500		500.800	624.700	124.74	GBP	88.34
	L	Morgan Stanley	94.840	8/12/24	0.13	43.060		24.720	18.340	74.19	USD	50.29
	L	Goldman Sachs	485.500	8/12/24	-0.97	240.970		153.840	87.130	56.64	USD	46.51
		Societe Generale	20.520	8/12/24	0.44	46.810		32.880	13.930	42.37	EUR	39.19
		Rio Tinto	4,942.000	8/12/24	0.56	3,064.000		1,937.500	1,126.500	58.14	GBP	38.09
		BHP	2,094.000	8/12/24	-0.14	1,257.500		778.400	479.100	61.55	GBP	38.03
		JP Morgan Chase	206.190	8/12/24	0.19	87.050		59.400	27.650	46.55	USD	35.67
		Citigroup	57.840	8/12/24		60.990		41.920	19.070	45.49	USD	34.23
		Barclays	220.100	8/12/24	0.85	224.950		152.600	72.350	47.41	GBP	31.33
		Samsung Electronics	75,500.000	8/12/24	1.07	35,960.000		25,880.000	10,080.000	38.95	KRW	28.72
	L	HSBC	643.900	8/12/24	0.22	646.500		438.300	208.200	47.50	GBP	28.55
		BP	439.600	8/12/24	1.35	503.000		353.350	149.650	42.35	GBP	26.44
	S	BASF	41.280	8/12/24	-0.22	87.450		66.040	21.410	32.42	EUR	25.34
		ING Groep	15.232	8/12/24	0.21	13.625		10.880	2.745	25.23	EUR	24.85
		Aegon	5.562	8/12/24	0.22	5.267		4.910	0.357	7.27	EUR	24.78
		Banco Santander	4.089	8/12/24	-0.24	4.970		3.990	0.980	24.56	EUR	23.99
		Caterpillar	336.030	8/12/24	-0.66	94.320		75.320	19.000	25.23	USD	23.31
		Deutsche Bank	13.308	8/12/24	0.14	15.655		13.713	1.941	14.16	EUR	21.73
		Repsol	12.765	8/12/24	0.67	13.440		9.950	3.490	35.08	EUR	21.64
		Panasonic	1,058.500	8/09/24	1.34	1,223.000		990.000	233.000	23.54	JPY	20.80
	L	Texas Instruments	192.060	8/12/24	-0.08	74.380		56.520	17.860	31.60	USD	20.69
		Chevron	145.020	8/12/24	0.02	118.420		94.680	23.740	25.07	USD	20.49
		Siemens	157.200	8/12/24	0.01	115.250		90.900	24.350	26.79	EUR	20.45
		Standard Chartered	722.000	8/12/24	0.92	661.600		440.550	221.050	50.18	GBP	19.41
		⇓instrument	freshest		⇓ Δday	12/26/16	⇓ Δwk	3/28/16	prc diff	⇓ Δ39	Curr	∅-RS
		Prudential	635.400	8/12/24	0.41	1,605.000		1,275.500	329.500	25.83	GBP	18.91
	S	LVMH	635.100	8/12/24	-0.14	179.300		147.200	32.100	21.81	EUR	18.60
	L	HP	33.780	8/12/24	0.72	15.100		12.070	3.030	25.10	USD	18.48
	L	Philips	26.060	8/12/24	-0.91	28.960		24.470	4.490	18.35	EUR	18.47
		Axa	32.350	8/12/24	-0.77	24.050		20.640	3.410	16.52	EUR	17.95
		Shell	33.025	8/12/24	0.93	25.920		21.330	4.590	21.52	EUR	17.28
		Toyota	2,447.500	8/09/24	-0.14	1,398.000		1,217.000	181.000	14.87	JPY	16.28
	S	Volkswagen	93.500	8/12/24	-0.47	137.500		114.850	22.650	19.72	EUR	15.95
		Microsoft	406.810	8/12/24	0.19	63.240		53.540	9.700	18.12	USD	15.58
		Schneider Electric	211.250	8/12/24	0.38	65.150		53.560	11.590	21.64	EUR	15.46
	S	Nissan Motor	410.200	8/09/24	-0.56	1,194.500		1,058.000	136.500	12.90	JPY	15.12
		Honda Motor	1,420.000	8/09/24	-0.14	1,165.000		1,002.330	162.670	16.23	JPY	14.75
		TotalEnergies	61.720	8/12/24	0.60	48.360		40.160	8.200	20.42	EUR	14.65
		Saint-Gobain	73.560	8/12/24	-0.41	43.695		36.820	6.875	18.67	EUR	14.63
		Bridgestone	5,582.000	8/09/24	-1.33	4,368.000		4,173.000	195.000	4.67	JPY	14.10
	S	Mercedes-Benz	57.480	8/12/24	-0.57	71.030		65.860	5.170	7.85	EUR	13.32
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.460		6.010	0.450	7.49	EUR	13.04
		Allianz	255.900	8/12/24		156.950		142.600	14.350	10.06	EUR	12.58
	L	Apple	217.530	8/12/24	0.71	29.130		26.298	2.833	10.77	USD	12.15
		IBM	189.480	8/12/24	-1.03	166.710		148.400	18.310	12.34	USD	12.05
	S	Intel	19.360	8/12/24	-1.78	36.970		31.900	5.070	15.89	USD	11.74
	S	Sony	12,325.000	8/09/24	0.28	3,333.000		2,855.000	478.000	16.74	JPY	11.37
	L	Raytheon Tech	116.600	8/12/24	0.39	69.635		62.247	7.388	11.87	USD	10.36
		Aviva	484.200	8/12/24	0.35	480.300		455.600	24.700	5.42	GBP	10.22
	L	ABB	45.510	8/12/24	0.55	21.650		18.440	3.210	17.41	CHF	10.08
		⇓instrument	freshest		⇓ Δday	12/26/16	⇓ Δwk	3/28/16	prc diff	⇓ Δ39	Curr	∅-RS
		Swiss Re	104.000	8/12/24	0.10	97.050		88.350	8.700	9.85	CHF	10.02
		Canon	4,525.000	8/09/24	1.64	3,430.000		3,304.000	126.000	3.81	JPY	9.94
		Marsh & McLennan	217.350	8/12/24	-1.23	68.520		60.040	8.480	14.12	USD	9.25
		UBS	24.850	8/12/24	0.44	16.080		15.800	0.280	1.77	CHF	9.24
	L	3M	123.360	8/12/24	-0.65	178.750		166.280	12.470	7.50	USD	7.27
	L	Münchener Rück	439.200	8/12/24	1.01	178.500		176.650	1.850	1.05	EUR	6.84
		L´Oreal	376.650	8/12/24	-1.59	172.550		156.700	15.850	10.11	EUR	6.42
	L	Alphabet A	162.290	8/12/24	-0.84	40.390		37.664	2.726	7.24	USD	6.24
		Exxon Mobil	119.000	8/12/24	0.13	90.710		84.220	6.490	7.71	USD	6.14
	L	Deutsche Telekom	24.730	8/12/24	0.49	16.120		15.480	0.640	4.13	EUR	6.00
	S	Diageo	2,451.500	8/12/24	1.03	2,097.000		1,869.000	228.000	12.20	GBP	5.96
	L	Fox A	38.830	8/12/24	-1.27	28.380		27.890	0.490	1.76	USD	5.78
		General Electric	166.870	8/12/24	-0.16	255.040		251.920	3.120	1.24	USD	5.54
		Merck (MSD)	113.480	8/12/24	-0.93	59.560		52.830	6.730	12.74	USD	4.88
		Sanofi	95.670	8/12/24	-0.60	75.860		69.020	6.840	9.91	EUR	4.74
	L	Bayer	25.960	8/12/24	-0.04	98.500		102.500	-4.000	-3.90	EUR	3.21
		GSK	1,572.000	8/12/24	0.42	1,562.920		1,402.240	160.680	11.46	GBP	3.00
	S	McDonald´s	269.460	8/12/24	0.58	123.140		123.170	-0.030	-0.02	USD	2.85
	S	Johnson & Johnson	159.880	8/12/24	-0.46	115.960		108.230	7.730	7.14	USD	2.83
	L	Procter & Gamble	166.810	8/12/24	-2.19	84.960		82.620	2.340	2.83	USD	1.69
		PepsiCo	171.420	8/12/24	-0.56	105.090		100.980	4.110	4.07	USD	1.52
	L	AstraZeneca	12,780.000	8/12/24	0.63	4,407.000		3,907.000	500.000	12.80	GBP	0.93
	L	Walmart	68.700	8/12/24	1.10	23.180		22.707	0.473	2.08	USD	0.54
	L	Nestlé	88.640	8/12/24	-0.40	73.100		70.650	2.450	3.47	CHF	-0.36
	L	Pfizer	28.450	8/12/24	-0.35	32.480		29.780	2.700	9.07	USD	-0.56
		⇓instrument	freshest		⇓ Δday	12/26/16	⇓ Δwk	3/28/16	prc diff	⇓ Δ39	Curr	∅-RS
		Vivendi	9.488	8/12/24	0.40	17.730		18.650	-0.920	-4.93	EUR	-0.77
	L	Unilever	55.100	8/12/24	-0.36	39.135		39.460	-0.325	-0.82	EUR	-1.22
	S	Ford Motor	9.860	8/12/24	-2.38	12.460		13.090	-0.630	-4.81	USD	-1.42
		Seven & i	1,672.500	8/09/24	-0.54	1,504.000		1,608.330	-104.330	-6.49	JPY	-1.48
	S	Orange	10.115	8/12/24	-0.25	14.290		15.410	-1.120	-7.27	EUR	-1.61
	L	Novartis	96.740	8/12/24	0.16	61.580		59.540	2.040	3.43	CHF	-2.26
		Telefónica	4.032	8/12/24	0.12	8.850		9.720	-0.870	-8.95	EUR	-2.53
	S	Bristol-Myers	47.060	8/12/24	0.73	59.610		62.770	-3.160	-5.03	USD	-4.16
		Carrefour	13.730	8/12/24	-0.36	22.600		23.510	-0.910	-3.87	EUR	-4.22
	L	Coca-Cola	68.170	8/12/24	-0.74	41.600		45.800	-4.200	-9.17	USD	-4.50
	L	Philip Morris	116.090	8/12/24	0.07	91.580		97.860	-6.280	-6.42	USD	-4.56
	S	National Grid	978.400	8/12/24	-0.04	951.300		980.800	-29.500	-3.01	GBP	-5.27
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	66.270		69.910	-3.640	-5.21	USD	-5.39
		UnibailRodaWestfield	5.550	8/12/24	0.73	15.100		16.530	-1.430	-8.65	AUD	-6.85
		Nike	74.640	8/12/24	0.40	51.910		61.340	-9.430	-15.37	USD	-7.57
	L	Vodafone	74.440	8/12/24	0.87	200.550		218.350	-17.800	-8.15	GBP	-8.89
	L	RWE	32.360	8/12/24	1.70	11.580		10.850	0.730	6.73	EUR	-8.96
		E.on	12.325	8/12/24	0.78	6.650		7.382	-0.732	-9.91	EUR	-10.69
	S	Kimberly-Clark	34.140	8/12/24	-1.01	36.610		41.330	-4.720	-11.42	MXN	-11.75
	S	Engie	15.335	8/12/24	0.49	12.045		13.430	-1.385	-10.31	EUR	-12.55
	L	Ericsson	71.080	8/12/24	1.14	53.700		78.000	-24.300	-31.15	SEK	-14.63
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 12/26/16 / 3/28/16 - 74 did rise, Market-Ratio(39) = 77.89 %

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