Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Japanese yen - 17/08/20 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	17/08/20	⇓ Δwk	18/11/19	prc diff	⇓ Δ39	∅-RS
	L	S&P Global 100	398,066.995	12/08/24	0.32	245,394.142		228,188.632	17,205.509	7.54	10.88
	L	Apple	23,047.618	12/08/24	0.71	12,142.777		7,249.158	4,893.619	67.51	60.61
		Microsoft	43,102.107	12/08/24	0.19	22,279.470		16,321.055	5,958.415	36.51	27.02
	S	Sony	12,325.000	9/08/24	0.28	8,826.000		6,844.000	1,982.000	28.96	27.60
	L	RWE	4,069.529	12/08/24	1.70	4,338.651		3,208.318	1,130.333	35.23	30.28
	L	Ericsson	866.095	12/08/24	1.14	1,235.538		987.452	248.086	25.12	32.21
		Schneider Electric	26,566.378	12/08/24	0.38	13,041.105		10,597.317	2,443.788	23.06	25.94
	L	ABB	5,324.248	12/08/24	0.55	2,819.476		2,396.441	423.036	17.65	25.68
		Siemens	19,769.158	12/08/24	0.01	14,640.746		13,767.125	873.622	6.35	24.51
		BHP	290,774.764	12/08/24	-0.14	255,670.723		237,436.887	18,233.836	7.68	19.08
		Rio Tinto	686,250.660	12/08/24	0.56	664,241.205		586,692.439	77,548.766	13.22	17.79
	L	Morgan Stanley	10,048.435	12/08/24	0.13	5,433.190		5,322.744	110.446	2.07	12.97
		Nike	7,908.216	12/08/24	0.40	11,194.830		10,224.272	970.558	9.49	12.83
	L	Alphabet A	17,194.860	12/08/24	-0.84	8,032.391		7,164.155	868.236	12.12	12.58
	L	Texas Instruments	20,349.035	12/08/24	-0.08	14,650.966		12,798.252	1,852.714	14.48	12.22
	L	Walmart	7,278.864	12/08/24	1.10	4,789.005		4,351.482	437.524	10.05	11.18
		Samsung Electronics	6,765.519	12/08/24	1.07	5,197.352		4,989.381	207.971	4.17	12.10
		Deutsche Bank	1,673.587	12/08/24	0.14	1,001.411		796.423	204.988	25.74	18.43
	L	Procter & Gamble	17,673.761	12/08/24	-2.19	14,356.421		13,232.496	1,123.925	8.49	10.63
	L	AstraZeneca	1,774,642.541	12/08/24	0.63	1,191,287.821		1,039,613.650	151,674.171	14.59	14.33
		Marsh & McLennan	23,028.547	12/08/24	-1.23	12,344.403		11,533.517	810.886	7.03	9.79
	S	Bristol-Myers	4,986.075	12/08/24	0.73	6,740.631		6,258.540	482.091	7.70	8.97
	L	Colgate-Palmolive	10,730.762	12/08/24	-0.77	8,180.511		7,287.697	892.814	12.25	7.45
		L´Oreal	47,366.751	12/08/24	-1.59	35,073.906		31,565.707	3,508.200	11.11	14.81
	S	Mercedes-Benz	7,228.570	12/08/24	-0.57	5,323.965		6,044.779	-720.814	-11.92	14.92
		⇓instrument	freshest		⇓ Δday	17/08/20	⇓ Δwk	18/11/19	prc diff	⇓ Δ39	∅-RS
		Caterpillar	35,602.864	12/08/24	-0.66	14,697.584		15,588.269	-890.684	-5.71	7.34
		Saint-Gobain	9,250.758	12/08/24	-0.41	4,266.969		4,459.875	-192.906	-4.33	14.47
	L	Anglo American	310,007.001	12/08/24	0.29	268,334.839		285,425.555	-17,090.715	-5.99	11.02
	L	Philips	3,277.253	12/08/24	-0.91	5,562.905		4,928.607	634.299	12.87	13.68
	L	DuPont	8,299.177	12/08/24	-0.25	6,087.970		7,257.300	-1,169.330	-16.11	6.33
	S	McDonald´s	28,549.676	12/08/24	0.58	22,108.888		21,091.224	1,017.664	4.83	5.79
		E.on	1,549.967	12/08/24	0.78	1,265.125		1,103.175	161.950	14.68	12.75
	S	Johnson & Johnson	16,939.517	12/08/24	-0.46	15,785.706		14,637.275	1,148.431	7.85	5.09
	L	Pfizer	3,014.319	12/08/24	-0.35	4,063.238		4,040.639	22.599	0.56	4.01
	L	Deutsche Telekom	3,109.995	12/08/24	0.49	1,905.862		1,830.161	75.701	4.14	10.63
	L	3M	13,070.170	12/08/24	-0.65	17,451.262		18,513.987	-1,062.724	-5.74	2.34
	L	Nestlé	10,370.058	12/08/24	-0.40	12,773.047		11,467.739	1,305.308	11.38	9.50
		UBS	2,907.219	12/08/24	0.44	1,303.277		1,322.440	-19.163	-1.45	8.55
		Merck (MSD)	12,023.370	12/08/24	-0.93	8,980.444		9,133.234	-152.789	-1.67	1.37
		Vivendi	1,193.192	12/08/24	0.40	3,001.843		2,996.516	5.328	0.18	8.28
	S	LVMH	79,868.906	12/08/24	-0.14	48,762.665		48,407.570	355.095	0.73	8.24
		PepsiCo	18,162.197	12/08/24	-0.56	14,612.823		14,553.683	59.140	0.41	1.14
	L	Münchener Rück	55,232.914	12/08/24	1.01	29,402.220		30,915.860	-1,513.639	-4.90	7.90
		Toyota	2,447.500	9/08/24	-0.14	1,431.000		1,567.000	-136.000	-8.68	1.29
		Prudential	88,232.228	12/08/24	0.41	173,367.857		183,336.987	-9,969.130	-5.44	3.15
	S	Kimberly-Clark	164.179	12/08/24	-1.01	179.135		216.331	-37.196	-17.19	-5.16
		Panasonic	1,058.500	9/08/24	1.34	932.000		990.400	-58.400	-5.90	0.93
		Sanofi	12,031.268	12/08/24	-0.60	10,879.325		10,158.068	721.256	7.10	5.92
	L	Philip Morris	12,299.903	12/08/24	0.07	8,291.760		9,204.884	-913.124	-9.92	-0.92
	L	Goldman Sachs	51,439.427	12/08/24	-0.97	21,515.560		23,854.101	-2,338.541	-9.80	-1.46
		⇓instrument	freshest		⇓ Δday	17/08/20	⇓ Δwk	18/11/19	prc diff	⇓ Δ39	∅-RS
	L	HP	3,579.040	12/08/24	0.72	1,901.828		2,172.305	-270.476	-12.45	-2.12
		Honda Motor	1,420.000	9/08/24	-0.14	913.670		1,052.330	-138.660	-13.18	-0.49
	L	Unilever	6,929.266	12/08/24	-0.36	6,213.703		6,458.755	-245.052	-3.79	3.96
	S	Ford Motor	1,044.681	12/08/24	-2.38	739.541		971.621	-232.080	-23.89	-2.82
	S	National Grid	135,861.523	12/08/24	-0.04	123,530.673		127,688.156	-4,157.483	-3.26	-0.97
		IBM	20,075.680	12/08/24	-1.03	13,184.598		14,580.823	-1,396.225	-9.58	-5.21
	S	Volkswagen	11,758.373	12/08/24	-0.47	17,502.998		21,172.971	-3,669.973	-17.33	0.84
	L	Coca-Cola	7,222.710	12/08/24	-0.74	5,107.919		5,756.988	-649.069	-11.27	-6.23
		Allianz	32,181.472	12/08/24		22,726.986		26,240.573	-3,513.587	-13.39	-0.14
		GSK	218,289.364	12/08/24	0.42	217,602.003		243,155.255	-25,553.252	-10.51	-4.66
	S	Engie	1,928.499	12/08/24	0.49	1,464.452		1,725.704	-261.252	-15.14	-1.81
		Carrefour	1,726.657	12/08/24	-0.36	1,720.369		1,844.241	-123.872	-6.72	-1.93
		ING Groep	1,915.546	12/08/24	0.21	865.089		1,262.147	-397.058	-31.46	-2.63
	L	Novartis	11,317.682	12/08/24	0.16	9,104.218		9,805.620	-701.402	-7.15	-3.89
		Chevron	15,365.079	12/08/24	0.02	9,617.213		12,869.902	-3,252.690	-25.27	-10.37
		JP Morgan Chase	21,846.128	12/08/24	0.19	10,564.419		14,180.233	-3,615.815	-25.50	-10.66
		Seven & i	1,672.500	9/08/24	-0.54	1,148.000		1,387.330	-239.330	-17.25	-9.25
	S	BASF	5,191.290	12/08/24	-0.22	6,326.885		8,407.092	-2,080.207	-24.74	-4.62
	S	Diageo	340,417.542	12/08/24	1.03	365,898.521		437,502.318	-71,603.797	-16.37	-8.83
		Aviva	67,236.457	12/08/24	0.35	40,144.692		58,366.498	-18,221.807	-31.22	-8.52
	L	Bayer	3,264.678	12/08/24	-0.04	7,202.161		8,454.026	-1,251.865	-14.81	-6.69
		Bridgestone	5,582.000	9/08/24	-1.33	3,293.000		4,402.000	-1,109.000	-25.19	-11.89
		Axa	4,068.271	12/08/24	-0.77	2,181.650		3,026.601	-844.952	-27.92	-8.21
		Citigroup	6,128.232	12/08/24		5,448.023		8,076.936	-2,628.912	-32.55	-14.14
	S	Intel	2,051.220	12/08/24	-1.78	5,184.204		6,323.676	-1,139.472	-18.02	-14.40
		⇓instrument	freshest		⇓ Δday	17/08/20	⇓ Δwk	18/11/19	prc diff	⇓ Δ39	∅-RS
	L	Vodafone	10,336.807	12/08/24	0.87	16,346.707		21,420.294	-5,073.586	-23.69	-11.76
	S	Nissan Motor	410.200	9/08/24	-0.56	421.300		680.700	-259.400	-38.11	-14.84
		TotalEnergies	7,761.784	12/08/24	0.60	4,186.484		5,899.767	-1,713.283	-29.04	-10.57
	L	Fox A	4,114.095	12/08/24	-1.27	2,708.119		3,820.260	-1,112.141	-29.11	-16.77
		Swiss Re	12,167.035	12/08/24	0.10	8,502.886		11,674.404	-3,171.518	-27.17	-11.46
	L	Raytheon Tech	12,353.938	12/08/24	0.39	6,650.572		10,187.241	-3,536.669	-34.72	-17.20
		Barclays	30,563.288	12/08/24	0.85	14,988.648		23,983.069	-8,994.421	-37.50	-15.40
	S	Orange	1,272.042	12/08/24	-0.25	1,237.962		1,777.451	-539.490	-30.35	-15.37
		Aegon	699.466	12/08/24	0.22	306.850		502.548	-195.699	-38.94	-15.49
		Exxon Mobil	12,608.222	12/08/24	0.13	4,517.770		7,438.597	-2,920.828	-39.27	-21.83
		Standard Chartered	100,257.583	12/08/24	0.92	57,877.231		98,230.324	-40,353.093	-41.08	-19.62
		General Electric	17,680.118	12/08/24	-0.16	5,484.047		9,935.499	-4,451.453	-44.80	-24.25
		BP	61,043.260	12/08/24	1.35	40,068.318		70,659.370	-30,591.052	-43.29	-23.76
		Canon	4,525.000	9/08/24	1.64	1,884.000		3,031.000	-1,147.000	-37.84	-25.53
		Societe Generale	2,580.554	12/08/24	0.44	1,760.109		3,402.068	-1,641.959	-48.26	-24.73
	L	HSBC	89,412.546	12/08/24	0.22	47,025.250		80,966.795	-33,941.545	-41.92	-28.90
		Telefónica	507.056	12/08/24	0.12	450.214		805.810	-355.596	-44.13	-27.78
		Banco Santander	514.224	12/08/24	-0.24	237.783		426.011	-188.227	-44.18	-28.07
		Shell	4,153.158	12/08/24	0.93	1,637.369		3,231.784	-1,594.415	-49.34	-28.95
		Banco Bilbao Viz	1,122.264	12/08/24	0.27	316.281		569.880	-253.598	-44.50	-28.97
		Repsol	1,605.301	12/08/24	0.67	860.436		1,760.603	-900.167	-51.13	-29.91
		UnibailRodaWestfield	424.158	12/08/24	0.73	278.951		856.956	-578.005	-67.45	-40.78
SP Global 100 - 96 out of 96 instruments rated - 17/08/20 / 18/11/19 - 34 did rise, Market-Ratio(39) in JPY = 35.42 %

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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