Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Japanese yen - 20/04/20 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	20/04/20	⇓ Δwk	22/07/19	prc diff	⇓ Δ39	∅-RS
	L	S&P Global 100	404,373.133	12/08/24	0.32	210,735.073		216,104.342	-5,369.269	-2.48	-2.86
		Microsoft	43,784.927	12/08/24	0.19	18,841.693		14,930.489	3,911.205	26.20	20.80
	L	Apple	23,412.736	12/08/24	0.71	7,451.488		5,587.474	1,864.015	33.36	17.85
	L	AstraZeneca	1,715,156.971	12/08/24	0.63	1,089,755.446		858,771.863	230,983.583	26.90	15.10
	S	Bristol-Myers	5,065.064	12/08/24	0.73	6,638.613		4,612.996	2,025.618	43.91	17.05
	L	Walmart	7,394.175	12/08/24	1.10	4,658.578		4,056.103	602.475	14.85	13.53
	S	Intel	2,083.715	12/08/24	-1.78	6,369.539		5,538.399	831.139	15.01	11.36
	S	Johnson & Johnson	17,207.871	12/08/24	-0.46	16,324.230		13,874.580	2,449.650	17.66	10.65
		Sanofi	11,197.217	12/08/24	-0.60	10,346.336		9,119.180	1,227.156	13.46	6.25
	S	Sony	12,325.000	9/08/24	0.28	6,878.000		5,824.000	1,054.000	18.10	9.24
		Schneider Electric	24,724.700	12/08/24	0.38	10,025.646		9,250.992	774.654	8.37	2.76
	L	Nestlé	9,866.498	12/08/24	-0.40	12,061.526		11,273.489	788.037	6.99	6.09
	L	Ericsson	764.759	12/08/24	1.14	928.083		949.475	-21.393	-2.25	-0.98
	L	Procter & Gamble	17,953.746	12/08/24	-2.19	12,980.168		12,435.782	544.386	4.38	2.60
		L´Oreal	44,083.116	12/08/24	-1.59	29,927.128		30,268.278	-341.150	-1.13	0.29
	S	National Grid	131,307.479	12/08/24	-0.04	121,859.353		112,192.217	9,667.135	8.62	0.35
	L	Colgate-Palmolive	10,900.758	12/08/24	-0.77	7,766.575		7,803.372	-36.798	-0.47	1.86
		Samsung Electronics	6,682.184	12/08/24	1.07	4,434.138		4,334.930	99.208	2.29	-0.66
	L	Alphabet A	17,467.259	12/08/24	-0.84	6,786.874		6,143.524	643.349	10.47	1.63
		PepsiCo	18,449.920	12/08/24	-0.56	14,481.605		14,051.463	430.142	3.06	0.69
		GSK	210,972.360	12/08/24	0.42	225,422.356		224,353.476	1,068.880	0.48	-1.04
	L	Novartis	10,768.107	12/08/24	0.16	9,761.867		10,161.740	-399.873	-3.94	2.19
		Merck (MSD)	12,213.843	12/08/24	-0.93	8,944.046		8,758.975	185.071	2.11	-0.37
	L	Philips	3,050.062	12/08/24	-0.91	4,648.829		4,978.606	-329.777	-6.62	-2.51
		Nike	8,033.497	12/08/24	0.40	9,460.670		9,272.369	188.300	2.03	-0.98
		⇓instrument	freshest		⇓ Δday	20/04/20	⇓ Δwk	22/07/19	prc diff	⇓ Δ39	∅-RS
	L	RWE	3,787.414	12/08/24	1.70	2,918.978		2,933.713	-14.736	-0.50	-5.10
	S	LVMH	74,332.104	12/08/24	-0.14	42,187.068		46,533.094	-4,346.026	-9.34	-5.20
	L	Pfizer	3,062.071	12/08/24	-0.35	3,883.287		4,618.388	-735.101	-15.92	-5.06
	L	Philip Morris	12,494.757	12/08/24	0.07	8,272.435		9,378.068	-1,105.633	-11.79	-5.10
		Marsh & McLennan	23,393.363	12/08/24	-1.23	10,306.641		10,891.286	-584.645	-5.37	-6.09
	L	Texas Instruments	20,671.402	12/08/24	-0.08	12,003.965		12,746.407	-742.442	-5.82	-6.11
	L	Bayer	3,038.358	12/08/24	-0.04	6,858.544		7,207.309	-348.765	-4.84	-9.12
		Toyota	2,447.500	9/08/24	-0.14	1,327.000		1,418.000	-91.000	-6.42	-6.62
		Seven & i	1,672.500	9/08/24	-0.54	1,207.000		1,229.000	-22.000	-1.79	-6.71
	S	Kimberly-Clark	152.622	12/08/24	-1.01	154.902		205.649	-50.746	-24.68	-24.13
		E.on	1,442.518	12/08/24	0.78	1,002.096		1,143.979	-141.882	-12.40	-10.74
	L	Unilever	6,448.904	12/08/24	-0.36	5,579.297		6,521.647	-942.350	-14.45	-10.85
	S	McDonald´s	29,001.957	12/08/24	0.58	19,550.974		23,189.013	-3,638.038	-15.69	-9.35
		Rio Tinto	663,247.711	12/08/24	0.56	514,345.782		648,520.820	-134,175.039	-20.69	-11.14
		IBM	20,393.717	12/08/24	-1.03	12,959.718		16,150.338	-3,190.620	-19.76	-10.83
		Carrefour	1,606.959	12/08/24	-0.36	1,652.020		2,145.263	-493.243	-22.99	-13.03
	L	Coca-Cola	7,337.131	12/08/24	-0.74	5,008.020		5,524.378	-516.358	-9.35	-11.33
		Vivendi	1,110.476	12/08/24	0.40	2,511.678		3,009.898	-498.220	-16.55	-13.61
		Caterpillar	36,166.881	12/08/24	-0.66	12,334.389		14,586.428	-2,252.040	-15.44	-11.92
	L	Goldman Sachs	52,254.325	12/08/24	-0.97	19,416.437		23,081.157	-3,664.720	-15.88	-12.32
	L	Münchener Rück	51,403.968	12/08/24	1.01	23,443.112		27,015.315	-3,572.203	-13.22	-14.84
		Honda Motor	1,420.000	9/08/24	-0.14	817.170		934.000	-116.830	-12.51	-12.49
	L	3M	13,277.227	12/08/24	-0.65	15,463.190		18,835.950	-3,372.760	-17.91	-13.14
	L	ABB	5,065.708	12/08/24	0.55	1,913.415		2,042.235	-128.820	-6.31	-12.26
		Deutsche Bank	1,557.568	12/08/24	0.14	691.472		837.426	-145.954	-17.43	-15.61
		⇓instrument	freshest		⇓ Δday	20/04/20	⇓ Δwk	22/07/19	prc diff	⇓ Δ39	∅-RS
	L	Morgan Stanley	10,207.621	12/08/24	0.13	4,128.684		4,799.586	-670.903	-13.98	-13.78
	L	Deutsche Telekom	2,894.399	12/08/24	0.49	1,482.897		1,777.642	-294.745	-16.58	-15.94
	S	Orange	1,183.860	12/08/24	-0.25	1,347.130		1,590.808	-243.677	-15.32	-16.01
	S	Diageo	329,006.832	12/08/24	1.03	362,290.003		454,960.642	-92,670.639	-20.37	-15.72
		Panasonic	1,058.500	9/08/24	1.34	780.600		919.300	-138.700	-15.09	-15.77
		UBS	2,766.048	12/08/24	0.44	1,050.319		1,297.407	-247.088	-19.04	-15.33
	S	Volkswagen	10,943.240	12/08/24	-0.47	14,599.570		18,308.499	-3,708.930	-20.26	-19.44
		Allianz	29,950.536	12/08/24		19,405.232		25,939.056	-6,533.824	-25.19	-20.41
		Swiss Re	11,576.216	12/08/24	0.10	8,760.079		10,555.027	-1,794.948	-17.01	-17.47
		Siemens	18,398.688	12/08/24	0.01	9,473.218		12,032.336	-2,559.118	-21.27	-20.73
		Bridgestone	5,582.000	9/08/24	-1.33	3,250.000		4,197.000	-947.000	-22.56	-19.23
	L	HP	3,635.739	12/08/24	0.72	1,653.196		2,312.430	-659.234	-28.51	-20.31
		JP Morgan Chase	22,192.213	12/08/24	0.19	9,870.740		12,324.691	-2,453.951	-19.91	-21.38
	L	Vodafone	9,990.320	12/08/24	0.87	14,896.903		17,275.044	-2,378.141	-13.77	-22.76
	L	Raytheon Tech	12,549.648	12/08/24	0.39	6,993.792		9,024.193	-2,030.401	-22.50	-21.82
		BHP	281,028.067	12/08/24	-0.14	175,863.982		273,312.895	-97,448.912	-35.65	-23.12
		Canon	4,525.000	9/08/24	1.64	2,243.000		3,054.000	-811.000	-26.56	-22.10
	L	Fox A	4,179.270	12/08/24	-1.27	2,804.836		3,893.597	-1,088.761	-27.96	-22.71
		Chevron	15,608.491	12/08/24	0.02	8,994.632		13,515.419	-4,520.787	-33.45	-24.41
	S	BASF	4,831.411	12/08/24	-0.22	5,326.490		7,408.049	-2,081.559	-28.10	-26.52
		Saint-Gobain	8,609.462	12/08/24	-0.41	2,889.718		4,131.505	-1,241.788	-30.06	-26.84
	L	Anglo American	299,615.645	12/08/24	0.29	188,667.267		301,512.378	-112,845.111	-37.43	-26.89
		Prudential	85,274.706	12/08/24	0.41	138,165.423		230,508.905	-92,343.483	-40.06	-27.40
	L	HSBC	86,415.460	12/08/24	0.22	56,091.538		89,188.438	-33,096.900	-37.11	-30.35
	S	Engie	1,794.808	12/08/24	0.49	1,111.880		1,671.225	-559.345	-33.47	-31.65
		⇓instrument	freshest		⇓ Δday	20/04/20	⇓ Δwk	22/07/19	prc diff	⇓ Δ39	∅-RS
		TotalEnergies	7,223.709	12/08/24	0.60	3,613.025		5,828.125	-2,215.100	-38.01	-32.03
		Axa	3,786.244	12/08/24	-0.77	1,745.066		2,844.831	-1,099.765	-38.66	-33.97
		General Electric	17,960.204	12/08/24	-0.16	5,605.366		8,809.668	-3,204.302	-36.37	-33.41
		Citigroup	6,225.314	12/08/24		4,736.793		7,669.631	-2,932.838	-38.24	-33.67
	L	DuPont	8,430.651	12/08/24	-0.25	4,275.060		7,762.387	-3,487.327	-44.93	-33.68
	S	Mercedes-Benz	6,727.459	12/08/24	-0.57	3,356.122		5,567.525	-2,211.403	-39.72	-35.69
		Shell	3,865.246	12/08/24	0.93	1,849.232		3,439.797	-1,590.565	-46.24	-36.17
		Telefónica	471.905	12/08/24	0.12	477.874		872.858	-394.984	-45.25	-36.96
		Exxon Mobil	12,807.960	12/08/24	0.13	4,432.200		8,096.740	-3,664.540	-45.26	-35.84
		BP	58,997.105	12/08/24	1.35	40,570.575		70,397.756	-29,827.181	-42.37	-36.88
		Aviva	64,982.708	12/08/24	0.35	32,665.822		56,008.616	-23,342.794	-41.68	-36.93
		Standard Chartered	96,896.974	12/08/24	0.92	53,655.693		94,707.192	-41,051.499	-43.35	-38.34
		Barclays	29,538.814	12/08/24	0.85	12,214.119		21,078.946	-8,864.827	-42.06	-39.61
		Repsol	1,494.016	12/08/24	0.67	905.187		1,607.738	-702.550	-43.70	-40.23
		Aegon	650.976	12/08/24	0.22	258.892		548.529	-289.637	-52.80	-40.86
	S	Ford Motor	1,061.231	12/08/24	-2.38	535.997		1,080.716	-544.719	-50.40	-40.77
		Banco Bilbao Viz	1,044.465	12/08/24	0.27	311.092		573.743	-262.651	-45.78	-42.44
	S	Nissan Motor	410.200	9/08/24	-0.56	366.200		766.700	-400.500	-52.24	-40.99
		Societe Generale	2,401.661	12/08/24	0.44	1,631.538		2,700.322	-1,068.785	-39.58	-43.04
		Banco Santander	478.577	12/08/24	-0.24	228.345		482.321	-253.976	-52.66	-45.95
		ING Groep	1,782.753	12/08/24	0.21	555.004		1,217.745	-662.741	-54.42	-48.83
		UnibailRodaWestfield	380.753	12/08/24	0.73	330.672		772.026	-441.354	-57.17	-52.65
SP Global 100 - 96 out of 96 instruments rated - 20/04/20 / 22/07/19 - 19 did rise, Market-Ratio(39) in JPY = 19.79 %

Technical Chart

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

3/01/22	scale up chart	1/07/24

Transactions SP Global 100 in Japanese yen * 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
2/01/06		14/01/08	742		- cash -
short	14/01/08	6/07/09	539		Citigroup	100	0	31,630.306	2,679.629	373,363.670	341,733.364	1,080	10,000	0
long	6/07/09	1/08/11	756		Ford Motor	100	18	552.253	948.469		396.216	72	17,132	30
short	1/08/11	30/04/12	273		Carrefour	100	7	2,220.045	1,614.468	3,052.769	832.724	38	22,961	53
long	30/04/12	20/10/14	903		Apple	100	13	1,674.390	2,667.457		993.067	59	35,871	21
short	20/10/14	3/11/14	14		Deutsche Bank	100	12	2,949.115	3,146.709	2,751.521	-197.594	-7	33,500	-84
long	3/11/14	24/08/15	294		Apple	100	10	3,113.061	3,054.008		-59.052	-2	32,909	-2
short	24/08/15	12/09/16	385		RWE	100	18	1,817.710	1,676.208	1,971.158	153.448	8	35,671	8
long	12/09/16	2/07/18	658		Anglo American	100	32	1,113.182	2,398.109		1,284.927	115	76,789	53
short	2/07/18	15/07/19	378		Deutsche Bank	100	65	1,179.415	836.190	1,663.522	484.107	41	108,256	39
long	15/07/19	9/03/20	238		LVMH	100	2	46,157.453	39,573.378		-6,584.075	-14	95,088	-21
short	9/03/20	7/12/20	273		DuPont	100	26	3,589.030	6,804.977	373.084	-3,215.946	-90	11,473	-95
long	7/12/20	7/03/22	455		Mercedes-Benz	100	1	7,276.605	7,201.297		-75.308	-1	11,398	-1
short	7/03/22	21/03/22	14		Vivendi	100	8	1,347.655	1,546.664	1,148.646	-199.009	-15	9,806	-98
long	21/03/22	13/06/22	84		Chevron	100	0	19,641.041	22,446.895		2,805.854	14	9,806	0
short	13/06/22	5/12/22	175		Philips	100	3	2,976.933	2,044.205	4,335.244	1,358.311	46	13,881	119
long	5/12/22	19/12/22	14		Merck (MSD)	100	0	15,033.212	14,962.907		-70.306	0	13,881	0
short	19/12/22	23/01/23	35		Credit Suisse	100	33	408.858	445.781	371.935	-36.923	-9	12,662	-63
long	23/01/23	23/10/23	273		Münchener Rück	100	0	46,221.390	59,414.695		13,193.306	29	12,662	0
short	23/10/23	11/12/23	49		Pfizer	100	2	4,616.084	4,193.226	5,081.584	465.500	10	13,593	105
long	11/12/23	12/08/24	245		Intel	100	2	6,521.169	3,128.081		-3,393.088	-52	6,807	-67
accum	14/01/08	12/08/24	6681	days out of 7423 invested (90%)							-32		6,807	-2

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Citigroup	short	14/01/08	6/07/09	539	31,630.31	2,679.63	373,363.67	341,733.36	1,080.40	1,080.40
Anglo American	long	12/09/16	2/07/18	658	1,113.18	2,398.11		1,284.93	115.43	115.43
Ford Motor	long	6/07/09	1/08/11	756	552.25	948.47		396.22	71.75	71.75
Apple	long	30/04/12	20/10/14	903	1,674.39	2,667.46		993.07	59.31
	long	3/11/14	24/08/15	294	3,113.06	3,054.01		-59.05	-1.90	56.29
Philips	short	13/06/22	5/12/22	175	2,976.93	2,044.21	4,335.24	1,358.31	45.63	45.63
Carrefour	short	1/08/11	30/04/12	273	2,220.04	1,614.47	3,052.77	832.72	37.51	37.51
Deutsche Bank	short	20/10/14	3/11/14	14	2,949.11	3,146.71	2,751.52	-197.59	-6.70
	short	2/07/18	15/07/19	378	1,179.42	836.19	1,663.52	484.11	41.05	31.60
Münchener Rück	long	23/01/23	23/10/23	273	46,221.39	59,414.70		13,193.31	28.54	28.54
Chevron	long	21/03/22	13/06/22	84	19,641.04	22,446.89		2,805.85	14.29	14.29
Pfizer	short	23/10/23	11/12/23	49	4,616.08	4,193.23	5,081.58	465.50	10.08	10.08
RWE	short	24/08/15	12/09/16	385	1,817.71	1,676.21	1,971.16	153.45	8.44	8.44
Merck (MSD)	long	5/12/22	19/12/22	14	15,033.21	14,962.91		-70.31	-0.47	-0.47
Mercedes-Benz	long	7/12/20	7/03/22	455	7,276.60	7,201.30		-75.31	-1.03	-1.03
Credit Suisse	short	19/12/22	23/01/23	35	408.86	445.78	371.93	-36.92	-9.03	-9.03
LVMH	long	15/07/19	9/03/20	238	46,157.45	39,573.38		-6,584.07	-14.26	-14.26
Vivendi	short	7/03/22	21/03/22	14	1,347.66	1,546.66	1,148.65	-199.01	-14.77	-14.77
Intel	long	11/12/23	12/08/24	245	6,521.17	3,128.08		-3,393.09	-52.03	-52.03
DuPont	short	9/03/20	7/12/20	273	3,589.03	6,804.98	373.08	-3,215.95	-89.60	-89.60

Annotations

28/02/24	Seven & i	stock split 1:3 (three for one)
26/02/24	Walmart	stock split 1:3 (three for one)
28/09/23	Honda Motor	stock split 1:3 (three for one)
18/07/22	Alphabet A	stock split 1:20 (twenty for one)
	GlaxoSmithKline	demergers OTC business -> Haleon
29/09/21	Toyota	stock split 1:5 (five for one)
2/08/21	General Electric	reverse stock split 8:1 (eight become one)
3/04/20	Raytheon Tech	spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger
4/05/18	Samsung Electronics	stock split 1:50 (fifty for one)
4/10/16	SP Global 100	EMC² removed (acquired by Dell)
12/09/16	E.on	demerger of Uniper (power plants) 10 + 1 (one additional Uniper for ten E.on)
24/12/15	Nike	stock split 1:2 (two for one)
2/11/15	Hewlett-Packard	forward stock split 1000:2202 (two thousand two hundred and two for one thousand)
	Hewlett-Packard	spin-off of HP Enterprise
2/10/15	Google A	changes name to Alphabet
24/04/15	GDF Suez	changes name to Engie


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