Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Japanese yen - 21/02/22 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	21/02/22	⇓ Δwk	24/05/21	prc diff	⇓ Δ39	∅-RS
	L	S&P Global 100	431,378.561	12/08/24	0.32	344,477.551		306,172.108	38,305.443	12.51	6.47
		Shell	4,300.119	12/08/24	0.93	3,039.055		2,187.205	851.850	38.95	28.70
		Exxon Mobil	13,663.320	12/08/24	0.13	8,882.306		6,482.509	2,399.797	37.02	31.68
	L	HSBC	100,665.081	12/08/24	0.22	85,484.805		68,453.803	17,031.002	24.88	29.57
		Chevron	16,650.879	12/08/24	0.02	15,318.993		11,483.860	3,835.133	33.40	27.34
		TotalEnergies	8,036.438	12/08/24	0.60	6,502.588		5,182.320	1,320.268	25.48	22.43
	S	Ford Motor	1,132.104	12/08/24	-2.38	2,071.313		1,420.258	651.056	45.84	25.47
		Societe Generale	2,671.868	12/08/24	0.44	4,134.104		3,486.771	647.333	18.57	20.75
		Standard Chartered	112,874.962	12/08/24	0.92	89,424.485		77,933.681	11,490.805	14.74	23.71
		BP	68,725.531	12/08/24	1.35	60,721.102		48,084.773	12,636.329	26.28	23.34
		Deutsche Bank	1,732.808	12/08/24	0.14	1,731.506		1,630.438	101.068	6.20	20.23
	L	Anglo American	349,021.265	12/08/24	0.29	558,746.697		484,082.131	74,664.566	15.42	22.26
		UBS	3,117.184	12/08/24	0.44	2,279.245		1,729.558	549.687	31.78	23.04
		BHP	327,368.658	12/08/24	-0.14	397,407.416		325,981.492	71,425.924	21.91	21.18
		Seven & i	1,672.500	9/08/24	-0.54	1,908.670		1,628.670	280.000	17.19	17.65
	L	Apple	24,976.319	12/08/24	0.71	19,209.020		13,821.957	5,387.063	38.97	20.58
	L	Philip Morris	13,329.200	12/08/24	0.07	12,814.816		10,674.770	2,140.046	20.05	19.93
	S	Engie	1,996.740	12/08/24	0.49	1,861.714		1,746.575	115.139	6.59	15.68
	L	RWE	4,213.531	12/08/24	1.70	4,907.540		4,334.546	572.994	13.22	15.23
	L	HP	3,878.546	12/08/24	0.72	4,156.405		3,513.670	642.735	18.29	18.76
	S	National Grid	152,959.644	12/08/24	-0.04	168,749.632		146,364.381	22,385.251	15.29	17.03
		E.on	1,604.814	12/08/24	0.78	1,567.183		1,353.250	213.934	15.81	14.17
		Aegon	724.217	12/08/24	0.22	608.462		515.707	92.755	17.99	13.72
		Toyota	2,447.500	9/08/24	-0.14	2,173.000		1,767.000	406.000	22.98	13.23
	L	Coca-Cola	7,827.130	12/08/24	-0.74	7,180.706		5,959.427	1,221.279	20.49	16.67
		⇓instrument	freshest		⇓ Δday	21/02/22	⇓ Δwk	24/05/21	prc diff	⇓ Δ39	∅-RS
	L	Procter & Gamble	19,152.759	12/08/24	-2.19	18,359.368		15,002.967	3,356.401	22.37	16.38
	L	AstraZeneca	1,997,980.635	12/08/24	0.63	1,430,479.093		1,252,945.636	177,533.457	14.17	14.51
	L	Pfizer	3,266.567	12/08/24	-0.35	5,572.108		4,329.285	1,242.824	28.71	15.90
		Axa	4,212.229	12/08/24	-0.77	3,459.627		2,995.780	463.847	15.48	11.49
		Carrefour	1,787.756	12/08/24	-0.36	2,322.911		2,276.899	46.012	2.02	11.44
	L	Vodafone	11,637.690	12/08/24	0.87	21,255.512		19,634.359	1,621.153	8.26	14.10
	S	Orange	1,317.054	12/08/24	-0.25	1,425.257		1,399.492	25.765	1.84	11.06
		Repsol	1,662.105	12/08/24	0.67	1,513.017		1,467.261	45.756	3.12	10.77
		Swiss Re	13,045.762	12/08/24	0.10	12,142.594		10,404.030	1,738.564	16.71	14.84
	L	Fox A	4,458.376	12/08/24	-1.27	4,865.979		4,071.550	794.429	19.51	14.31
	L	Raytheon Tech	13,387.757	12/08/24	0.39	10,720.539		9,404.585	1,315.954	13.99	13.69
		GSK	245,760.998	12/08/24	0.42	245,900.138		210,169.886	35,730.251	17.00	11.67
		PepsiCo	19,682.070	12/08/24	-0.56	19,256.095		16,078.492	3,177.604	19.76	12.86
		Honda Motor	1,420.000	9/08/24	-0.14	1,220.670		1,119.670	101.000	9.02	8.97
		Telefónica	524.999	12/08/24	0.12	560.220		553.445	6.775	1.22	8.71
		Canon	4,525.000	9/08/24	1.64	2,823.000		2,607.000	216.000	8.29	8.17
		Banco Bilbao Viz	1,161.976	12/08/24	0.27	731.899		677.688	54.211	8.00	7.69
		ING Groep	1,983.328	12/08/24	0.21	1,607.808		1,471.513	136.295	9.26	7.25
	S	Bristol-Myers	5,403.326	12/08/24	0.73	7,755.943		7,317.698	438.245	5.99	10.62
		Sanofi	12,456.999	12/08/24	-0.60	11,998.667		11,724.002	274.665	2.34	6.79
		Saint-Gobain	9,578.100	12/08/24	-0.41	7,904.928		7,319.030	585.897	8.01	6.64
		Banco Santander	532.421	12/08/24	-0.24	427.798		446.277	-18.479	-4.14	6.01
		Bridgestone	5,582.000	9/08/24	-1.33	5,134.000		4,769.000	365.000	7.65	5.96
		Aviva	75,698.140	12/08/24	0.35	67,068.364		62,085.112	4,983.252	8.03	8.43
		UnibailRodaWestfield	459.353	12/08/24	0.73	464.319		448.196	16.123	3.60	5.86
		⇓instrument	freshest		⇓ Δday	21/02/22	⇓ Δwk	24/05/21	prc diff	⇓ Δ39	∅-RS
	L	Bayer	3,380.200	12/08/24	-0.04	6,904.930		7,439.951	-535.021	-7.19	5.46
		Rio Tinto	772,615.047	12/08/24	0.56	890,180.105		922,882.637	-32,702.532	-3.54	7.58
	S	Diageo	383,258.961	12/08/24	1.03	568,439.561		520,199.617	48,239.944	9.27	7.09
		Marsh & McLennan	24,955.652	12/08/24	-1.23	17,474.123		14,836.582	2,637.541	17.78	8.18
	S	McDonald´s	30,938.808	12/08/24	0.58	28,773.344		25,219.905	3,553.439	14.09	8.03
	L	Nestlé	11,119.003	12/08/24	-0.40	14,889.730		13,407.105	1,482.625	11.06	8.17
		Barclays	34,409.666	12/08/24	0.85	29,929.062		27,572.505	2,356.557	8.55	6.52
	S	LVMH	82,695.101	12/08/24	-0.14	87,525.818		83,927.008	3,598.810	4.29	3.71
	L	Münchener Rück	57,187.354	12/08/24	1.01	33,489.498		31,884.556	1,604.942	5.03	3.49
	S	Nissan Motor	410.200	9/08/24	-0.56	598.100		532.800	65.300	12.26	3.46
	L	DuPont	8,993.679	12/08/24	-0.25	9,044.199		9,271.912	-227.713	-2.46	6.39
	L	Morgan Stanley	10,889.321	12/08/24	0.13	10,955.916		9,753.669	1,202.247	12.33	5.91
		Microsoft	46,709.035	12/08/24	0.19	33,059.493		27,271.993	5,787.500	21.22	5.87
	L	Alphabet A	18,633.783	12/08/24	-0.84	14,972.587		12,837.999	2,134.589	16.63	5.80
	S	BASF	5,374.986	12/08/24	-0.22	8,605.447		9,014.579	-409.132	-4.54	0.12
		Allianz	33,320.227	12/08/24		27,128.837		28,768.520	-1,639.683	-5.70	0.04
	L	Colgate-Palmolive	11,628.748	12/08/24	-0.77	9,133.757		9,178.388	-44.631	-0.49	3.11
	L	Deutsche Telekom	3,220.044	12/08/24	0.49	2,180.984		2,281.550	-100.566	-4.41	-0.45
	S	Mercedes-Benz	7,484.356	12/08/24	-0.57	9,639.298		10,036.426	-397.128	-3.96	-1.32
		Merck (MSD)	13,029.525	12/08/24	-0.93	8,768.636		8,594.408	174.229	2.03	2.00
	S	Sony	12,325.000	9/08/24	0.28	11,890.000		10,510.000	1,380.000	13.13	-1.35
	L	Novartis	12,135.067	12/08/24	0.16	9,888.437		9,618.088	270.349	2.81	2.07
	L	ABB	5,708.775	12/08/24	0.55	3,887.386		3,656.814	230.572	6.31	2.06
	S	Johnson & Johnson	18,357.072	12/08/24	-0.46	18,756.638		18,547.087	209.551	1.13	1.66
		Schneider Electric	27,506.440	12/08/24	0.38	18,161.412		17,205.302	956.109	5.56	-2.16
		⇓instrument	freshest		⇓ Δday	21/02/22	⇓ Δwk	24/05/21	prc diff	⇓ Δ39	∅-RS
	L	Walmart	7,887.984	12/08/24	1.10	5,281.241		5,138.734	142.507	2.77	1.14
	L	Unilever	7,174.461	12/08/24	-0.36	6,009.099		6,578.889	-569.790	-8.66	-2.36
		JP Morgan Chase	23,674.285	12/08/24	0.19	17,468.382		17,784.758	-316.376	-1.78	-0.31
		Samsung Electronics	7,277.690	12/08/24	1.07	7,152.378		7,715.676	-563.297	-7.30	-4.19
		Siemens	20,468.698	12/08/24	0.01	17,393.185		18,053.077	-659.892	-3.66	-4.79
		Nike	8,570.002	12/08/24	0.40	16,413.206		14,578.847	1,834.359	12.58	-1.51
		L´Oreal	49,042.843	12/08/24	-1.59	45,110.562		48,009.544	-2,898.982	-6.04	-6.72
	L	Goldman Sachs	55,744.048	12/08/24	-0.97	39,731.556		40,051.050	-319.494	-0.80	-3.93
		Citigroup	6,641.062	12/08/24		7,364.415		8,485.659	-1,121.245	-13.21	-4.50
		IBM	21,755.679	12/08/24	-1.03	14,277.595		15,738.108	-1,460.513	-9.28	-4.68
		Panasonic	1,058.500	9/08/24	1.34	1,209.000		1,182.500	26.500	2.24	-8.48
		General Electric	19,159.648	12/08/24	-0.16	10,642.463		11,466.460	-823.997	-7.19	-7.14
		Caterpillar	38,582.230	12/08/24	-0.66	22,039.279		25,996.371	-3,957.092	-15.22	-7.18
	L	Ericsson	867.825	12/08/24	1.14	1,147.048		1,463.629	-316.580	-21.63	-14.32
	S	Kimberly-Clark	193.175	12/08/24	-1.01	169.070		192.196	-23.125	-12.03	-7.14
	L	Texas Instruments	22,051.909	12/08/24	-0.08	19,144.722		20,519.788	-1,375.065	-6.70	-7.69
	S	Volkswagen	12,174.448	12/08/24	-0.47	22,783.796		28,695.436	-5,911.640	-20.60	-12.13
	S	Intel	2,222.873	12/08/24	-1.78	5,171.394		6,194.325	-1,022.930	-16.51	-15.27
		Prudential	99,336.220	12/08/24	0.41	179,317.980		231,952.812	-52,634.832	-22.69	-17.16
	L	3M	14,163.925	12/08/24	-0.65	16,949.406		22,033.569	-5,084.164	-23.07	-18.42
	L	Philips	3,393.220	12/08/24	-0.91	3,872.386		6,228.750	-2,356.364	-37.83	-23.29
		Vivendi	1,235.414	12/08/24	0.40	1,474.606		3,925.275	-2,450.670	-62.43	-36.66
SP Global 100 - 96 out of 96 instruments rated - 21/02/22 / 24/05/21 - 68 did rise, Market-Ratio(39) in JPY = 70.83 %

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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