Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 3/27/17 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/27/17	⇓ Δwk	6/27/16	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,642.710		1,375.330	267.380	19.44	USD	8.64
	L	Anglo American	2,232.500	8/12/24	0.29	1,203.500		636.560	566.940	89.06	GBP	37.25
		Banco Santander	4.089	8/12/24	-0.24	5.660		3.300	2.360	71.52	EUR	33.09
		Societe Generale	20.520	8/12/24	0.44	47.130		26.390	20.740	78.59	EUR	32.56
		Samsung Electronics	75,500.000	8/12/24	1.07	41,200.000		27,960.000	13,240.000	47.35	KRW	31.10
	L	Morgan Stanley	94.840	8/12/24	0.13	41.580		23.610	17.970	76.11	USD	28.69
	L	Apple	217.530	8/12/24	0.71	35.220		23.010	12.210	53.06	USD	27.84
	S	LVMH	635.100	8/12/24	-0.14	201.550		131.400	70.150	53.39	EUR	26.01
		Barclays	220.100	8/12/24	0.85	225.000		127.200	97.800	76.89	GBP	24.53
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.190		4.760	2.430	51.05	EUR	24.45
	L	Goldman Sachs	485.500	8/12/24	-0.97	225.480		139.510	85.970	61.62	USD	24.40
		JP Morgan Chase	206.190	8/12/24	0.19	87.240		57.610	29.630	51.43	USD	23.82
		Rio Tinto	4,942.000	8/12/24	0.56	3,133.930		2,085.200	1,048.730	50.29	GBP	22.46
	L	HP	33.780	8/12/24	0.72	17.200		11.550	5.650	48.92	USD	21.55
		ING Groep	15.232	8/12/24	0.21	13.730		8.610	5.120	59.47	EUR	20.09
		Prudential	635.400	8/12/24	0.41	1,699.750		1,134.800	564.950	49.78	GBP	20.04
		Deutsche Bank	13.308	8/12/24	0.14	15.505		11.192	4.313	38.54	EUR	19.71
	L	Texas Instruments	192.060	8/12/24	-0.08	80.530		59.070	21.460	36.33	USD	18.93
		Allianz	255.900	8/12/24		169.600		120.150	49.450	41.16	EUR	18.64
		Citigroup	57.840	8/12/24		58.330		38.480	19.850	51.59	USD	18.63
	S	BASF	41.280	8/12/24	-0.22	90.030		65.190	24.840	38.10	EUR	18.58
		Siemens	157.200	8/12/24	0.01	122.700		87.390	35.310	40.41	EUR	18.26
	L	HSBC	643.900	8/12/24	0.22	645.340		442.260	203.080	45.92	GBP	18.09
		Aviva	484.200	8/12/24	0.35	523.000		346.200	176.800	51.07	GBP	18.04
		Repsol	12.765	8/12/24	0.67	14.300		10.210	4.090	40.06	EUR	17.54
		⇓instrument	freshest		⇓ Δday	3/27/17	⇓ Δwk	6/27/16	prc diff	⇓ Δ39	Curr	∅-RS
		Standard Chartered	722.000	8/12/24	0.92	723.000		525.820	197.180	37.50	GBP	17.36
	L	Unilever	55.100	8/12/24	-0.36	46.700		39.150	7.550	19.28	EUR	16.58
		Telefónica	4.032	8/12/24	0.12	10.450		7.660	2.790	36.42	EUR	15.91
	L	Fox A	38.830	8/12/24	-1.27	31.900		26.370	5.530	20.97	USD	15.47
		Bridgestone	5,582.000	8/09/24	-1.33	4,476.000		3,279.000	1,197.000	36.51	JPY	15.18
		Axa	32.350	8/12/24	-0.77	23.705		16.410	7.295	44.45	EUR	14.63
	L	Philips	26.060	8/12/24	-0.91	29.420		21.010	8.410	40.03	EUR	14.59
		Saint-Gobain	73.560	8/12/24	-0.41	46.000		32.510	13.490	41.49	EUR	14.50
	L	Philip Morris	116.090	8/12/24	0.07	112.380		98.200	14.180	14.44	USD	14.25
		Panasonic	1,058.500	8/09/24	1.34	1,195.500		867.000	328.500	37.89	JPY	13.52
		Sanofi	95.670	8/12/24	-0.60	83.470		70.420	13.050	18.53	EUR	13.50
		Microsoft	406.810	8/12/24	0.19	65.100		48.430	16.670	34.42	USD	13.42
	L	RWE	32.360	8/12/24	1.70	14.790		12.130	2.660	21.93	EUR	12.63
		BHP	2,094.000	8/12/24	-0.14	1,197.000		850.190	346.810	40.79	GBP	12.14
		Marsh & McLennan	217.350	8/12/24	-1.23	74.610		63.730	10.880	17.07	USD	11.69
	S	Sony	12,325.000	8/09/24	0.28	3,577.000		2,782.000	795.000	28.58	JPY	11.46
	L	AstraZeneca	12,780.000	8/12/24	0.63	4,962.850		4,133.480	829.370	20.06	GBP	11.41
		Aegon	5.562	8/12/24	0.22	4.750		3.610	1.140	31.58	EUR	11.30
	L	Bayer	25.960	8/12/24	-0.04	106.600		86.980	19.620	22.56	EUR	11.27
	S	Mercedes-Benz	57.480	8/12/24	-0.57	70.480		53.370	17.110	32.06	EUR	11.03
		Canon	4,525.000	8/09/24	1.64	3,461.000		2,946.500	514.500	17.46	JPY	10.88
	S	Diageo	2,451.500	8/12/24	1.03	2,294.390		1,896.150	398.240	21.00	GBP	10.65
		Schneider Electric	211.250	8/12/24	0.38	66.340		49.720	16.620	33.43	EUR	10.20
		Honda Motor	1,420.000	8/09/24	-0.14	1,130.000		849.670	280.330	32.99	JPY	9.17
	L	ABB	45.510	8/12/24	0.55	22.930		18.830	4.100	21.77	CHF	9.10
		⇓instrument	freshest		⇓ Δday	3/27/17	⇓ Δwk	6/27/16	prc diff	⇓ Δ39	Curr	∅-RS
		Caterpillar	336.030	8/12/24	-0.66	91.510		71.380	20.130	28.20	USD	9.05
	L	3M	123.360	8/12/24	-0.65	190.430		167.190	23.240	13.90	USD	9.03
		IBM	189.480	8/12/24	-1.03	173.770		143.500	30.270	21.09	USD	8.99
	S	Johnson & Johnson	159.880	8/12/24	-0.46	125.800		116.550	9.250	7.94	USD	7.53
		L´Oreal	376.650	8/12/24	-1.59	179.500		162.800	16.700	10.26	EUR	7.37
	S	Volkswagen	93.500	8/12/24	-0.47	134.950		106.100	28.850	27.19	EUR	7.34
		GSK	1,572.000	8/12/24	0.42	1,689.340		1,498.950	190.390	12.70	GBP	7.32
	S	Nissan Motor	410.200	8/09/24	-0.56	1,124.000		919.900	204.100	22.19	JPY	7.31
	L	Münchener Rück	439.200	8/12/24	1.01	179.150		143.750	35.400	24.63	EUR	7.05
	S	McDonald´s	269.460	8/12/24	0.58	129.490		116.300	13.190	11.34	USD	6.89
	L	Alphabet A	162.290	8/12/24	-0.84	41.926		34.057	7.869	23.10	USD	6.87
	L	Raytheon Tech	116.600	8/12/24	0.39	70.378		61.177	9.201	15.04	USD	6.14
		PepsiCo	171.420	8/12/24	-0.56	111.830		102.130	9.700	9.50	USD	5.99
	L	Procter & Gamble	166.810	8/12/24	-2.19	90.490		81.230	9.260	11.40	USD	5.82
		Merck (MSD)	113.480	8/12/24	-0.93	63.190		55.310	7.880	14.25	USD	5.52
		UBS	24.850	8/12/24	0.44	15.440		12.500	2.940	23.52	CHF	5.47
	L	Deutsche Telekom	24.730	8/12/24	0.49	16.185		13.980	2.205	15.77	EUR	5.44
	L	Nestlé	88.640	8/12/24	-0.40	77.400		71.100	6.300	8.86	CHF	4.82
		TotalEnergies	61.720	8/12/24	0.60	46.125		40.330	5.795	14.37	EUR	4.78
		BP	439.600	8/12/24	1.35	447.990		397.930	50.060	12.58	GBP	4.04
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	73.430		69.990	3.440	4.91	USD	3.78
	S	Orange	10.115	8/12/24	-0.25	14.780		13.590	1.190	8.76	EUR	3.56
		Shell	33.025	8/12/24	0.93	24.060		23.210	0.850	3.66	EUR	2.90
	S	Intel	19.360	8/12/24	-1.78	35.390		30.720	4.670	15.20	USD	2.60
	L	Pfizer	28.450	8/12/24	-0.35	34.180		33.800	0.380	1.12	USD	2.36
		⇓instrument	freshest		⇓ Δday	3/27/17	⇓ Δwk	6/27/16	prc diff	⇓ Δ39	Curr	∅-RS
	L	Ericsson	71.080	8/12/24	1.14	59.150		60.600	-1.450	-2.39	SEK	2.34
		Toyota	2,447.500	8/09/24	-0.14	1,232.000		1,030.000	202.000	19.61	JPY	2.01
		Nike	74.640	8/12/24	0.40	55.930		51.890	4.040	7.79	USD	1.96
		Chevron	145.020	8/12/24	0.02	106.280		100.360	5.920	5.90	USD	1.08
		Swiss Re	104.000	8/12/24	0.10	89.150		79.100	10.050	12.71	CHF	0.77
	S	National Grid	978.400	8/12/24	-0.04	1,011.480		998.360	13.120	1.31	GBP	0.59
		E.on	12.325	8/12/24	0.78	7.254		7.482	-0.228	-3.04	EUR	0.17
	S	Kimberly-Clark	34.140	8/12/24	-1.01	40.400		42.760	-2.360	-5.52	MXN	-0.25
	L	Walmart	68.700	8/12/24	1.10	23.220		23.833	-0.613	-2.57	USD	-0.71
		Vivendi	9.488	8/12/24	0.40	17.300		15.280	2.020	13.22	EUR	-1.34
	L	Novartis	96.740	8/12/24	0.16	61.540		62.790	-1.250	-1.99	CHF	-1.67
	L	Coca-Cola	68.170	8/12/24	-0.74	42.320		43.780	-1.460	-3.33	USD	-1.82
	L	Vodafone	74.440	8/12/24	0.87	210.130		209.320	0.810	0.39	GBP	-2.89
		Seven & i	1,672.500	8/09/24	-0.54	1,453.000		1,450.330	2.670	0.18	JPY	-2.92
	S	Engie	15.335	8/12/24	0.49	12.600		13.180	-0.580	-4.40	EUR	-3.37
		General Electric	166.870	8/12/24	-0.16	235.520		234.560	0.960	0.41	USD	-3.42
		Carrefour	13.730	8/12/24	-0.36	21.710		21.440	0.270	1.26	EUR	-5.76
		Exxon Mobil	119.000	8/12/24	0.13	81.250		88.860	-7.610	-8.56	USD	-6.47
	S	Bristol-Myers	47.060	8/12/24	0.73	56.040		70.320	-14.280	-20.31	USD	-6.49
	S	Ford Motor	9.860	8/12/24	-2.38	11.460		12.160	-0.700	-5.76	USD	-8.96
		UnibailRodaWestfield	5.550	8/12/24	0.73	14.310		16.810	-2.500	-14.87	AUD	-9.82
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 3/27/17 / 6/27/16 - 84 did rise, Market-Ratio(39) = 88.42 %

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


	is taking down something concerning