Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Japanese yen - 27/07/20 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	27/07/20	⇓ Δwk	28/10/19	prc diff	⇓ Δ39	∅-RS
	L	S&P Global 100	395,452.471	12/08/24	0.32	234,467.264		223,905.288	10,561.976	4.72	6.79
	L	Apple	22,896.240	12/08/24	0.71	9,979.279		6,776.310	3,202.969	47.27	37.65
		Microsoft	42,819.010	12/08/24	0.19	21,456.344		15,692.852	5,763.492	36.73	25.30
	L	Ericsson	857.302	12/08/24	1.14	1,229.025		968.657	260.368	26.88	33.38
	S	Sony	12,325.000	9/08/24	0.28	8,196.000		6,370.000	1,826.000	28.67	20.97
	L	ABB	5,210.340	12/08/24	0.55	2,735.114		2,304.952	430.162	18.66	24.18
	L	RWE	4,007.139	12/08/24	1.70	4,024.475		3,303.802	720.673	21.81	23.10
		Schneider Electric	26,159.088	12/08/24	0.38	12,463.490		10,264.005	2,199.485	21.43	22.71
		Rio Tinto	669,988.913	12/08/24	0.56	656,025.162		579,359.144	76,666.018	13.23	17.16
	L	Alphabet A	17,081.923	12/08/24	-0.84	8,049.050		7,014.277	1,034.773	14.75	14.32
		Siemens	19,466.076	12/08/24	0.01	14,029.939		12,693.555	1,336.384	10.53	20.85
	L	Morgan Stanley	9,982.436	12/08/24	0.13	5,401.715		5,097.810	303.905	5.96	13.42
		Deutsche Bank	1,647.930	12/08/24	0.14	1,001.289		873.044	128.245	14.69	19.76
	L	AstraZeneca	1,732,589.701	12/08/24	0.63	1,172,412.812		1,040,887.273	131,525.538	12.64	14.08
		Panasonic	1,058.500	9/08/24	1.34	1,039.000		912.000	127.000	13.93	13.02
		L´Oreal	46,640.570	12/08/24	-1.59	35,365.848		29,342.979	6,022.869	20.53	17.10
	L	Anglo American	302,660.916	12/08/24	0.29	269,080.128		285,831.172	-16,751.044	-5.86	11.73
		Marsh & McLennan	22,877.294	12/08/24	-1.23	12,063.339		10,651.636	1,411.703	13.25	8.23
	L	Walmart	7,231.056	12/08/24	1.10	4,603.530		4,325.084	278.446	6.44	8.02
		Caterpillar	35,369.023	12/08/24	-0.66	14,724.199		15,243.365	-519.166	-3.41	8.02
		BHP	283,884.416	12/08/24	-0.14	237,004.172		234,878.354	2,125.817	0.91	10.31
	L	Philips	3,227.010	12/08/24	-0.91	5,555.633		4,726.876	828.757	17.53	14.21
	L	Texas Instruments	20,215.381	12/08/24	-0.08	13,906.363		13,060.144	846.219	6.48	6.98
		Samsung Electronics	6,652.316	12/08/24	1.07	4,898.924		4,786.454	112.470	2.35	7.18
		E.on	1,526.205	12/08/24	0.78	1,260.589		1,070.717	189.873	17.73	13.10
		⇓instrument	freshest		⇓ Δday	27/07/20	⇓ Δwk	28/10/19	prc diff	⇓ Δ39	∅-RS
	S	LVMH	78,644.433	12/08/24	-0.14	49,705.362		46,139.721	3,565.641	7.73	11.05
		Nike	7,856.274	12/08/24	0.40	10,231.892		9,887.617	344.275	3.48	4.31
		Saint-Gobain	9,108.935	12/08/24	-0.41	4,112.394		4,450.956	-338.561	-7.61	10.49
	S	Johnson & Johnson	16,828.257	12/08/24	-0.46	15,491.512		14,059.245	1,432.267	10.19	3.77
	L	Colgate-Palmolive	10,660.282	12/08/24	-0.77	7,857.327		7,330.006	527.321	7.19	3.53
	L	Procter & Gamble	17,557.678	12/08/24	-2.19	13,295.881		13,438.888	-143.007	-1.06	3.19
	L	Nestlé	10,148.199	12/08/24	-0.40	12,648.612		11,421.975	1,226.637	10.74	9.08
		Sanofi	11,846.816	12/08/24	-0.60	11,035.730		10,068.385	967.344	9.61	8.87
		UBS	2,845.022	12/08/24	0.44	1,295.429		1,305.556	-10.127	-0.78	8.31
	L	Pfizer	2,994.520	12/08/24	-0.35	3,951.293		4,057.351	-106.058	-2.61	1.05
	S	McDonald´s	28,362.161	12/08/24	0.58	21,182.680		20,872.287	310.393	1.49	0.96
		PepsiCo	18,042.906	12/08/24	-0.56	14,490.532		14,863.532	-373.001	-2.51	0.68
	L	DuPont	8,244.667	12/08/24	-0.25	5,825.895		7,356.126	-1,530.231	-20.80	0.58
	S	Bristol-Myers	4,953.326	12/08/24	0.73	6,110.085		6,050.112	59.973	0.99	0.44
	L	Münchener Rück	54,386.136	12/08/24	1.01	28,901.922		30,224.476	-1,322.554	-4.38	6.77
	L	3M	12,984.325	12/08/24	-0.65	17,181.916		18,399.566	-1,217.650	-6.62	0.33
	S	Mercedes-Benz	7,117.748	12/08/24	-0.57	4,961.868		6,466.323	-1,504.455	-23.27	6.62
	L	Deutsche Telekom	3,062.316	12/08/24	0.49	1,822.158		1,920.456	-98.297	-5.12	5.93
	L	Unilever	6,823.033	12/08/24	-0.36	6,278.181		6,302.099	-23.918	-0.38	5.13
	L	Philip Morris	12,219.117	12/08/24	0.07	8,266.771		8,934.227	-667.456	-7.47	-1.60
		Honda Motor	1,420.000	9/08/24	-0.14	919.330		983.330	-64.000	-6.51	0.14
	L	Goldman Sachs	51,101.570	12/08/24	-0.97	21,368.982		23,698.720	-2,329.738	-9.83	-2.30
	S	National Grid	132,642.079	12/08/24	-0.04	122,040.473		126,031.605	-3,991.132	-3.17	-1.43
	L	HP	3,555.532	12/08/24	0.72	1,874.601		1,918.753	-44.151	-2.30	-4.06
	S	Kimberly-Clark	163.490	12/08/24	-1.01	172.972		225.107	-52.135	-23.16	-9.57
		⇓instrument	freshest		⇓ Δday	27/07/20	⇓ Δwk	28/10/19	prc diff	⇓ Δ39	∅-RS
		IBM	19,943.822	12/08/24	-1.03	13,284.303		14,798.232	-1,513.929	-10.23	-5.27
	S	Volkswagen	11,578.105	12/08/24	-0.47	17,489.749		21,267.018	-3,777.269	-17.76	0.52
	S	Ford Motor	1,037.820	12/08/24	-2.38	729.421		937.065	-207.644	-22.16	-5.72
		Vivendi	1,174.899	12/08/24	0.40	2,768.839		3,038.145	-269.307	-8.86	-0.22
		Merck (MSD)	11,944.400	12/08/24	-0.93	8,307.821		8,946.199	-638.378	-7.14	-6.44
		Allianz	31,688.097	12/08/24		22,710.422		26,819.241	-4,108.819	-15.32	-0.70
	L	Coca-Cola	7,175.271	12/08/24	-0.74	5,102.789		5,830.266	-727.477	-12.48	-6.93
		Toyota	2,447.500	9/08/24	-0.14	1,347.000		1,497.000	-150.000	-10.02	-4.93
		GSK	213,116.667	12/08/24	0.42	216,241.565		244,811.425	-28,569.860	-11.67	-5.34
	S	Diageo	332,350.834	12/08/24	1.03	377,427.991		433,399.823	-55,971.832	-12.91	-6.81
	S	BASF	5,111.702	12/08/24	-0.22	6,421.824		8,451.502	-2,029.679	-24.02	-3.87
		Prudential	86,141.432	12/08/24	0.41	156,787.167		194,659.075	-37,871.908	-19.46	-7.87
	L	Bayer	3,214.627	12/08/24	-0.04	7,336.928		8,015.584	-678.657	-8.47	-4.59
	L	Novartis	11,075.550	12/08/24	0.16	8,915.165		9,497.538	-582.372	-6.13	-6.45
		Seven & i	1,672.500	9/08/24	-0.54	1,154.330		1,415.670	-261.340	-18.46	-9.52
		Bridgestone	5,582.000	9/08/24	-1.33	3,428.000		4,521.000	-1,093.000	-24.18	-9.56
		Chevron	15,264.160	12/08/24	0.02	9,582.465		12,894.716	-3,312.250	-25.69	-12.32
		Carrefour	1,700.186	12/08/24	-0.36	1,624.650		1,879.520	-254.871	-13.56	-8.41
	S	Intel	2,037.747	12/08/24	-1.78	5,217.518		6,177.448	-959.931	-15.54	-13.88
		Axa	4,005.901	12/08/24	-0.77	2,200.211		2,929.468	-729.256	-24.89	-8.53
	L	Vodafone	10,091.861	12/08/24	0.87	16,401.307		22,413.082	-6,011.775	-26.82	-12.42
		JP Morgan Chase	21,702.642	12/08/24	0.19	10,199.263		13,768.657	-3,569.394	-25.92	-14.51
	S	Engie	1,898.933	12/08/24	0.49	1,341.079		1,794.390	-453.311	-25.26	-10.76
		Citigroup	6,087.981	12/08/24		5,398.557		8,009.133	-2,610.576	-32.59	-16.31
		Swiss Re	11,906.731	12/08/24	0.10	8,511.023		11,399.013	-2,887.990	-25.34	-12.51
		⇓instrument	freshest		⇓ Δday	27/07/20	⇓ Δwk	28/10/19	prc diff	⇓ Δ39	∅-RS
		Aegon	688.742	12/08/24	0.22	325.549		484.823	-159.274	-32.85	-12.16
	S	Nissan Motor	410.200	9/08/24	-0.56	429.400		680.600	-251.200	-36.91	-15.88
		Aviva	65,643.187	12/08/24	0.35	37,553.001		59,363.321	-21,810.320	-36.74	-15.81
	S	Orange	1,252.540	12/08/24	-0.25	1,285.975		1,756.352	-470.378	-26.78	-13.40
	L	Fox A	4,087.073	12/08/24	-1.27	2,707.173		3,590.451	-883.279	-24.60	-18.60
		Barclays	29,839.045	12/08/24	0.85	15,048.314		23,860.081	-8,811.766	-36.93	-16.56
		ING Groep	1,886.179	12/08/24	0.21	777.900		1,248.103	-470.203	-37.67	-14.09
		TotalEnergies	7,642.788	12/08/24	0.60	4,010.854		5,778.031	-1,767.177	-30.58	-15.76
		Canon	4,525.000	9/08/24	1.64	2,098.500		2,934.500	-836.000	-28.49	-19.40
	L	Raytheon Tech	12,272.797	12/08/24	0.39	6,430.062		9,797.165	-3,367.103	-34.37	-21.44
		Exxon Mobil	12,525.411	12/08/24	0.13	4,638.612		7,470.402	-2,831.790	-37.91	-22.07
		Banco Bilbao Viz	1,105.059	12/08/24	0.27	373.719		589.516	-215.797	-36.61	-18.40
		General Electric	17,563.994	12/08/24	-0.16	5,650.118		7,897.034	-2,246.916	-28.45	-24.05
		Standard Chartered	97,881.828	12/08/24	0.92	57,075.138		96,867.729	-39,792.591	-41.08	-22.76
		BP	59,596.747	12/08/24	1.35	39,911.926		71,650.213	-31,738.287	-44.30	-26.43
		Banco Santander	506.341	12/08/24	-0.24	256.947		480.476	-223.529	-46.52	-25.17
		Societe Generale	2,540.992	12/08/24	0.44	1,750.213		3,181.842	-1,431.628	-44.99	-27.40
	L	HSBC	87,293.780	12/08/24	0.22	47,869.908		83,181.419	-35,311.511	-42.45	-30.23
		Telefónica	499.283	12/08/24	0.12	462.629		858.795	-396.166	-46.13	-28.43
		Shell	4,089.486	12/08/24	0.93	1,694.490		3,260.331	-1,565.841	-48.03	-29.32
		Repsol	1,580.690	12/08/24	0.67	886.870		1,825.182	-938.311	-51.41	-30.67
		UnibailRodaWestfield	417.349	12/08/24	0.73	293.272		854.602	-561.330	-65.68	-41.51
SP Global 100 - 96 out of 96 instruments rated - 27/07/20 / 28/10/19 - 30 did rise, Market-Ratio(39) in JPY = 31.25 %

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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