Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Renminbi yuán - 7/01/24 - RS = 13

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	Δ13	⇓∅-RS
	L	S&P Global 100	27,361.018	8/12/24	0.32	28,768.005	-4.89	26,120.087	2,647.918	10.14	21.22
	L	Apple	1,584.171	8/12/24	0.71	1,578.491	0.36	1,228.772	349.719	28.46	19.21
	L	Philips	203.565	8/12/24	-0.91	183.177	11.13	144.474	38.704	26.79	17.00
	L	Anglo American	20,553.409	8/12/24	0.29	22,394.700	-8.22	17,703.407	4,691.293	26.50	17.35
	L	ABB	366.775	8/12/24	0.55	406.024	-9.67	334.700	71.323	21.31	34.27
	L	Alphabet A	1,181.884	8/12/24	-0.84	1,332.632	-11.31	1,123.694	208.938	18.59	31.14
	L	Ericsson	48.680	8/12/24	1.14	45.955	5.93	38.577	7.378	19.12	20.16
		Barclays	2,026.341	8/12/24	0.85	1,962.816	3.24	1,661.678	301.138	18.12	35.04
	L	AstraZeneca	117,658.485	8/12/24	0.63	113,276.212	3.87	96,852.636	16,423.576	16.96	15.78
	L	HP	246.004	8/12/24	0.72	254.670	-3.40	219.550	35.121	16.00	18.98
	L	Walmart	500.311	8/12/24	1.10	491.426	1.81	433.608	57.818	13.33	21.97
	L	Texas Instruments	1,398.685	8/12/24	-0.08	1,417.183	-1.31	1,251.464	165.719	13.24	16.72
	L	Goldman Sachs	3,535.674	8/12/24	-0.97	3,376.623	4.71	2,988.351	388.272	12.99	28.17
	L	HSBC	5,928.036	8/12/24	0.22	6,360.739	-6.80	5,614.514	746.225	13.29	11.40
	L	Philip Morris	845.430	8/12/24	0.07	737.357	14.66	660.818	76.539	11.58	8.15
	L	Novartis	779.649	8/12/24	0.16	779.488	0.02	698.084	81.403	11.66	7.90
	L	Unilever	430.408	8/12/24	-0.36	401.037	7.32	361.223	39.814	11.02	10.82
		Shell	257.971	8/12/24	0.93	264.650	-2.52	240.362	24.288	10.10	12.00
		Standard Chartered	6,647.060	8/12/24	0.92	6,740.966	-1.39	6,089.798	651.168	10.69	8.68
	L	Fox A	282.781	8/12/24	-1.27	248.480	13.80	226.560	21.920	9.68	9.33
		Microsoft	2,962.611	8/12/24	0.19	3,326.155	-10.93	3,068.279	257.876	8.40	23.93
		Schneider Electric	1,650.158	8/12/24	0.38	1,760.299	-6.26	1,627.911	132.388	8.13	25.98
		ING Groep	118.983	8/12/24	0.21	127.779	-6.88	118.384	9.395	7.94	21.65
	L	Colgate-Palmolive	737.576	8/12/24	-0.77	695.774	6.01	643.618	52.156	8.10	19.65
	L	3M	898.374	8/12/24	-0.65	732.697	22.61	679.463	53.233	7.83	3.12
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	Δ13	⇓∅-RS
	L	Morgan Stanley	690.676	8/12/24	0.13	722.137	-4.36	675.922	46.215	6.84	15.41
		Deutsche Bank	103.954	8/12/24	0.14	120.342	-13.62	113.228	7.115	6.28	31.67
	L	Deutsche Telekom	193.176	8/12/24	0.49	184.974	4.43	174.710	10.264	5.87	11.44
	S	Sony	555.517	8/09/24	0.28	619.745	-10.36	622.815	-3.070	-0.49	-1.34
		Rio Tinto	45,498.297	8/12/24	0.56	48,186.581	-5.58	45,505.682	2,680.899	5.89	1.32
	L	Coca-Cola	496.451	8/12/24	-0.74	460.839	7.73	438.522	22.317	5.09	7.26
		Aegon	43.447	8/12/24	0.22	45.744	-5.02	43.872	1.872	4.27	13.36
	L	RWE	252.777	8/12/24	1.70	254.652	-0.74	244.284	10.368	4.24	-8.16
		Saint-Gobain	574.607	8/12/24	-0.41	581.949	-1.26	558.529	23.420	4.19	18.05
		JP Morgan Chase	1,501.587	8/12/24	0.19	1,496.198	0.36	1,437.698	58.500	4.07	25.29
	L	Münchener Rück	3,430.767	8/12/24	1.01	3,647.143	-5.93	3,512.064	135.078	3.85	19.70
		Marsh & McLennan	1,582.860	8/12/24	-1.23	1,531.154	3.38	1,473.471	57.684	3.91	7.88
	L	DuPont	570.441	8/12/24	-0.25	577.287	-1.19	557.908	19.379	3.47	8.57
	L	Raytheon Tech	849.144	8/12/24	0.39	724.977	17.13	706.491	18.486	2.62	13.53
	L	Pfizer	207.188	8/12/24	-0.35	205.513	0.82	200.327	5.187	2.59	-5.58
	L	Procter & Gamble	1,214.801	8/12/24	-2.19	1,185.015	2.51	1,160.478	24.537	2.11	6.22
		Sanofi	747.317	8/12/24	-0.60	717.477	4.16	706.295	11.182	1.58	-0.19
		BHP	19,278.315	8/12/24	-0.14	21,045.954	-8.40	20,634.927	411.028	1.99	-1.34
		TotalEnergies	482.120	8/12/24	0.60	496.883	-2.97	492.838	4.045	0.82	4.40
		Siemens	1,227.952	8/12/24	0.01	1,383.555	-11.25	1,374.077	9.478	0.69	13.64
		Citigroup	421.222	8/12/24		461.932	-8.81	458.612	3.319	0.72	28.68
		Samsung Electronics	397.600	8/12/24	1.07	430.778	-7.70	437.820	-7.042	-1.61	8.53
	L	Vodafone	685.328	8/12/24	0.87	646.661	5.98	639.093	7.568	1.18	-0.54
		Chevron	1,056.114	8/12/24	0.02	1,139.863	-7.35	1,149.638	-9.775	-0.85	1.51
		Banco Santander	31.941	8/12/24	-0.24	34.741	-8.06	35.109	-0.368	-1.05	15.64
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	Δ13	⇓∅-RS
		Exxon Mobil	866.622	8/12/24	0.13	837.201	3.51	845.463	-8.262	-0.98	6.97
		Canon	203.952	8/09/24	1.64	198.634	2.68	213.897	-15.264	-7.14	4.19
		Vivendi	74.115	8/12/24	0.40	77.130	-3.91	78.425	-1.296	-1.65	7.97
		Merck (MSD)	826.423	8/12/24	-0.93	931.437	-11.27	946.638	-15.201	-1.61	12.56
		Telefónica	31.496	8/12/24	0.12	31.113	1.23	31.751	-0.638	-2.01	3.38
		UBS	200.272	8/12/24	0.44	217.438	-7.89	221.642	-4.204	-1.90	13.30
		UnibailRodaWestfield	26.880	8/12/24	0.73	29.156	-7.81	29.072	0.084	0.29	27.17
		Swiss Re	838.159	8/12/24	0.10	905.856	-7.47	926.438	-20.582	-2.22	12.90
		BP	4,047.157	8/12/24	1.35	4,405.288	-8.13	4,496.146	-90.858	-2.02	-0.34
		Repsol	99.713	8/12/24	0.67	116.273	-14.24	119.890	-3.617	-3.02	4.35
		Prudential	5,849.781	8/12/24	0.41	6,575.250	-11.03	6,739.231	-163.981	-2.43	-15.20
	S	Ford Motor	71.806	8/12/24	-2.38	92.925	-22.73	96.044	-3.119	-3.25	6.31
	L	Nestlé	714.369	8/12/24	-0.40	740.481	-3.53	765.040	-24.559	-3.21	-8.30
		Aviva	4,457.765	8/12/24	0.35	4,382.272	1.72	4,504.310	-122.038	-2.71	13.11
		Honda Motor	64.003	8/09/24	-0.14	79.350	-19.34	88.214	-8.864	-10.05	0.47
		E.on	96.276	8/12/24	0.78	95.338	0.98	100.051	-4.713	-4.71	2.77
		Allianz	1,998.937	8/12/24		2,050.493	-2.51	2,157.089	-106.597	-4.94	9.85
		Panasonic	47.709	8/09/24	1.34	59.405	-19.69	66.596	-7.190	-10.80	-17.47
		PepsiCo	1,248.373	8/12/24	-0.56	1,186.253	5.24	1,250.091	-63.837	-5.11	-4.68
		L´Oreal	2,942.164	8/12/24	-1.59	3,220.250	-8.64	3,406.073	-185.824	-5.46	-2.88
		Bridgestone	251.594	8/09/24	-1.33	283.730	-11.33	321.204	-37.473	-11.67	-4.88
	S	Johnson & Johnson	1,164.333	8/12/24	-0.46	1,066.455	9.18	1,140.243	-73.788	-6.47	-5.71
	S	Nissan Motor	18.489	8/09/24	-0.56	24.898	-25.74	28.497	-3.599	-12.63	-12.27
		IBM	1,379.896	8/12/24	-1.03	1,275.173	8.21	1,371.862	-96.689	-7.05	10.94
	L	Bayer	202.784	8/12/24	-0.04	204.424	-0.80	220.756	-16.332	-7.40	-24.37
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	Δ13	⇓∅-RS
		Seven & i	75.384	8/09/24	-0.54	88.342	-14.67	102.182	-13.840	-13.54	-8.25
		Societe Generale	160.290	8/12/24	0.44	176.538	-9.20	192.647	-16.110	-8.36	-4.95
		General Electric	1,215.238	8/12/24	-0.16	1,157.706	4.97	1,267.290	-109.585	-8.65	23.92
		Caterpillar	2,447.152	8/12/24	-0.66	2,396.539	2.11	2,628.674	-232.135	-8.83	13.84
		Toyota	110.315	8/09/24	-0.14	148.018	-25.47	173.473	-25.455	-14.67	6.02
		Axa	252.699	8/12/24	-0.77	244.184	3.49	270.335	-26.151	-9.67	4.57
		GSK	14,472.546	8/12/24	0.42	14,049.049	3.01	15,497.510	-1,448.461	-9.35	1.65
	S	McDonald´s	1,962.354	8/12/24	0.58	1,820.563	7.79	2,025.092	-204.529	-10.10	-9.47
	S	Engie	119.788	8/12/24	0.49	107.251	11.69	120.434	-13.183	-10.95	-9.37
	S	Mercedes-Benz	448.999	8/12/24	-0.57	506.179	-11.30	573.127	-66.949	-11.68	-2.58
	S	Orange	79.012	8/12/24	-0.25	73.630	7.31	84.544	-10.914	-12.91	-11.79
	S	Volkswagen	730.366	8/12/24	-0.47	828.399	-11.83	953.840	-125.441	-13.15	-7.41
		Banco Bilbao Viz	69.709	8/12/24	0.27	74.208	-6.06	85.724	-11.516	-13.43	13.61
	S	LVMH	4,961.020	8/12/24	-0.14	5,561.717	-10.80	6,473.597	-911.880	-14.09	-6.65
	S	Diageo	22,569.622	8/12/24	1.03	22,832.006	-1.15	26,535.155	-3,703.149	-13.96	-15.07
		Carrefour	107.251	8/12/24	-0.36	104.634	2.50	123.268	-18.634	-15.12	-18.52
	S	BASF	322.455	8/12/24	-0.22	346.748	-7.01	410.996	-64.248	-15.63	-3.63
	S	National Grid	9,007.595	8/12/24	-0.04	8,151.395	10.50	9,668.937	-1,517.543	-15.70	-11.32
		Nike	543.569	8/12/24	0.40	559.518	-2.85	668.912	-109.394	-16.35	-23.51
	S	Kimberly-Clark	13.515	8/12/24	-1.01	12.379	9.18	16.850	-4.471	-26.53	-19.68
	S	Bristol-Myers	342.716	8/12/24	0.73	300.769	13.95	382.948	-82.179	-21.46	-20.17
	S	Intel	140.990	8/12/24	-1.78	224.594	-37.22	321.737	-97.143	-30.19	-17.33
SP Global 100 - 96 out of 96 instruments rated - 7/01/24 / 4/01/24 - 46 did rise, Market-Ratio(13) in CNY = 47.92 %

Technical Chart

	SP Global 100 RS = 13 - B/S = 50/25

1/03/22	scale up chart	7/01/24

Transactions SP Global 100 in Renminbi yuán * L13 - 50/25 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		8/14/06	224		- cash -
long	8/14/06	1/21/08	525		ABB	100	94	105.528	181.164	75.636	72	17,110	46
1/21/08		4/14/08	84		- cash -
	4/14/08	7/07/08	84		Rio Tinto	100	25	663.063	626.775	-36.288	-5	16,203	-22
7/07/08		1/05/09	182		- cash -
	1/05/09	1/26/09	21		Volkswagen	100	40	396.466	291.376	-105.091	-27	11,999	-100
1/26/09		4/20/09	84		- cash -
	4/20/09	6/07/10	413		Ford Motor	100	475	25.213	75.732	50.519	200	35,996	164
6/07/10		8/02/10	56		- cash -
	8/02/10	8/01/11	364		Apple	100	568	63.357	91.137	27.780	44	51,775	44
8/01/11		10/31/11	91		- cash -
	10/31/11	5/21/12	203		Apple	100	563	91.804	126.851	35.047	38	71,506	79
5/21/12		7/30/12	70		- cash -
	7/30/12	10/20/14	812		Apple	100	532	134.279	152.768	18.489	14	81,342	6
10/20/14		11/03/14	14		- cash -
	11/03/14	6/29/15	238		Apple	100	486	167.264	193.485	26.220	16	94,085	25
6/29/15		11/23/15	147		- cash -
	11/23/15	1/11/16	49		Alphabet A	100	379	248.166	240.720	-7.446	-3	91,263	-20
1/11/16		3/14/16	63		- cash -
	3/14/16	3/26/18	742		McDonald´s	100	114	799.193	990.820	191.627	24	113,109	11
3/26/18		5/14/18	49		- cash -
	5/14/18	10/29/18	168		Intel	100	325	347.937	315.912	-32.024	-9	102,701	-19
10/29/18		2/18/19	112		- cash -
	2/18/19	3/09/20	385		Ericsson	100	1,636	62.757	51.236	-11.521	-18	83,852	-17
3/09/20		6/08/20	91		- cash -
	6/08/20	7/11/22	763		Apple	100	142	589.145	972.872	383.726	65	138,341	27
7/11/22		8/08/22	28		- cash -
	8/08/22	8/29/22	21		Exxon Mobil	100	230	600.384	691.784	91.400	15	159,363	1,074
8/29/22		9/12/22	14		- cash -
	9/12/22	9/26/22	14		Exxon Mobil	100	235	675.375	598.667	-76.709	-11	141,337	-96
9/26/22		11/21/22	56		- cash -
	11/21/22	10/23/23	336		Exxon Mobil	100	177	794.898	800.227	5.329	1	142,280	1
10/23/23		11/20/23	28		- cash -
	11/20/23	8/12/24	266		Intel	100	443	320.560	140.990	-179.570	-56	62,731	-68
accum	8/14/06	8/12/24	5989	days out of 7382 invested (81%)						527		62,731	12

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Apple	long	8/02/10	8/01/11	364	63.36	91.14	27.78	43.85
		10/31/11	5/21/12	203	91.80	126.85	35.05	38.18
		7/30/12	10/20/14	812	134.28	152.77	18.49	13.77
		11/03/14	6/29/15	238	167.26	193.48	26.22	15.68
		6/08/20	7/11/22	763	589.15	972.87	383.73	65.13	331.95
Ford Motor		4/20/09	6/07/10	413	25.21	75.73	50.52	200.37	200.37
ABB		8/14/06	1/21/08	525	105.53	181.16	75.64	71.67	71.67
McDonald´s		3/14/16	3/26/18	742	799.19	990.82	191.63	23.98	23.98
Exxon Mobil		8/08/22	8/29/22	21	600.38	691.78	91.40	15.22
		9/12/22	9/26/22	14	675.38	598.67	-76.71	-11.36
		11/21/22	10/23/23	336	794.90	800.23	5.33	0.67	2.82
Alphabet A		11/23/15	1/11/16	49	248.17	240.72	-7.45	-3.00	-3.00
Rio Tinto		4/14/08	7/07/08	84	663.06	626.78	-36.29	-5.47	-5.47
Ericsson		2/18/19	3/09/20	385	62.76	51.24	-11.52	-18.36	-18.36
Volkswagen		1/05/09	1/26/09	21	396.47	291.38	-105.09	-26.51	-26.51
Intel		5/14/18	10/29/18	168	347.94	315.91	-32.02	-9.20
		11/20/23	8/12/24	266	320.56	140.99	-179.57	-56.02	-60.07

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


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