Share-o-matic

Assessment - SP Global 100 in Pound sterling - 7/01/24 - RS = 13

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	⇓ Δ13	⇓∅-RS
	L	S&P Global 100	2,971.939	8/12/24	0.32	3,124.765	-4.89	2,879.739	245.026	8.51	19.74
	L	RWE	27.456	8/12/24	1.70	27.660	-0.74	26.932	0.728	2.70	-9.28
		Canon	22.153	8/09/24	1.64	21.576	2.68	23.582	-2.007	-8.51	2.91
		BP	439.600	8/12/24	1.35	478.500	-8.13	495.700	-17.200	-3.47	-5.19
		Panasonic	5.182	8/09/24	1.34	6.453	-19.69	7.342	-0.890	-12.12	-18.47
	L	Ericsson	5.288	8/12/24	1.14	4.992	5.93	4.253	0.738	17.36	18.68
	L	Walmart	54.343	8/12/24	1.10	53.378	1.81	47.805	5.573	11.66	20.49
		Samsung Electronics	43.187	8/12/24	1.07	46.791	-7.70	48.270	-1.479	-3.06	7.22
	S	Diageo	2,451.500	8/12/24	1.03	2,480.000	-1.15	2,925.500	-445.500	-15.23	-13.31
	L	Münchener Rück	372.648	8/12/24	1.01	396.151	-5.93	387.205	8.946	2.31	18.27
		Shell	28.021	8/12/24	0.93	28.746	-2.52	26.500	2.246	8.48	10.68
		Standard Chartered	722.000	8/12/24	0.92	732.200	-1.39	671.400	60.800	9.06	5.64
	L	Vodafone	74.440	8/12/24	0.87	70.240	5.98	70.460	-0.220	-0.31	-2.49
		Barclays	220.100	8/12/24	0.85	213.200	3.24	183.200	30.000	16.38	28.79
		E.on	10.457	8/12/24	0.78	10.356	0.98	11.031	-0.675	-6.12	1.52
	S	Bristol-Myers	37.226	8/12/24	0.73	32.669	13.95	42.220	-9.551	-22.62	-21.14
		UnibailRodaWestfield	2.920	8/12/24	0.73	3.167	-7.81	3.205	-0.038	-1.19	25.58
	L	HP	26.721	8/12/24	0.72	27.662	-3.40	24.205	3.457	14.28	17.46
	L	Apple	172.072	8/12/24	0.71	171.455	0.36	135.472	35.983	26.56	17.76
		Repsol	10.831	8/12/24	0.67	12.629	-14.24	13.218	-0.588	-4.45	3.12
	L	AstraZeneca	12,780.000	8/12/24	0.63	12,304.000	3.87	10,678.000	1,626.000	15.23	15.63
		TotalEnergies	52.368	8/12/24	0.60	53.971	-2.97	54.335	-0.364	-0.67	3.19
	S	McDonald´s	213.150	8/12/24	0.58	197.749	7.79	223.266	-25.518	-11.43	-10.58
		Rio Tinto	4,942.000	8/12/24	0.56	5,234.000	-5.58	5,017.000	217.000	4.33	-0.91
	L	ABB	39.839	8/12/24	0.55	44.102	-9.67	36.901	7.201	19.52	32.59
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	⇓ Δ13	⇓∅-RS
	L	Deutsche Telekom	20.983	8/12/24	0.49	20.092	4.43	19.262	0.830	4.31	10.11
	S	Engie	13.011	8/12/24	0.49	11.649	11.69	13.278	-1.628	-12.26	-10.46
		Societe Generale	17.411	8/12/24	0.44	19.175	-9.20	21.239	-2.064	-9.72	-6.14
		UBS	21.753	8/12/24	0.44	23.618	-7.89	24.436	-0.818	-3.35	11.98
		GSK	1,572.000	8/12/24	0.42	1,526.000	3.01	1,708.600	-182.600	-10.69	5.65
		Prudential	635.400	8/12/24	0.41	714.200	-11.03	743.000	-28.800	-3.88	-18.98
		Nike	59.042	8/12/24	0.40	60.775	-2.85	73.748	-12.973	-17.59	-24.43
		Vivendi	8.050	8/12/24	0.40	8.378	-3.91	8.646	-0.269	-3.11	6.66
	L	Raytheon Tech	92.234	8/12/24	0.39	78.747	17.13	77.891	0.856	1.10	12.07
		Schneider Electric	179.239	8/12/24	0.38	191.203	-6.26	179.477	11.726	6.53	24.40
		Aviva	484.200	8/12/24	0.35	476.000	1.72	496.600	-20.600	-4.15	10.82
	L	Anglo American	2,232.500	8/12/24	0.29	2,432.500	-8.22	1,951.800	480.700	24.63	12.89
	S	Sony	60.340	8/09/24	0.28	67.316	-10.36	68.665	-1.349	-1.96	-2.54
		Banco Bilbao Viz	7.572	8/12/24	0.27	8.060	-6.06	9.451	-1.391	-14.71	12.26
		Aegon	4.719	8/12/24	0.22	4.969	-5.02	4.837	0.132	2.72	11.96
	L	HSBC	643.900	8/12/24	0.22	690.900	-6.80	619.000	71.900	11.62	9.01
		ING Groep	12.924	8/12/24	0.21	13.879	-6.88	13.052	0.827	6.34	20.15
		JP Morgan Chase	163.102	8/12/24	0.19	162.516	0.36	158.506	4.010	2.53	23.75
		Microsoft	321.797	8/12/24	0.19	361.285	-10.93	338.278	23.007	6.80	22.44
	L	Novartis	84.685	8/12/24	0.16	84.668	0.02	76.964	7.704	10.01	6.59
		Deutsche Bank	11.291	8/12/24	0.14	13.072	-13.62	12.483	0.588	4.71	30.07
		Exxon Mobil	94.132	8/12/24	0.13	90.936	3.51	93.212	-2.276	-2.44	5.70
	L	Morgan Stanley	75.021	8/12/24	0.13	78.438	-4.36	74.520	3.918	5.26	13.97
		Telefónica	3.421	8/12/24	0.12	3.379	1.23	3.501	-0.121	-3.46	2.14
		Swiss Re	91.040	8/12/24	0.10	98.394	-7.47	102.140	-3.746	-3.67	11.56
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	⇓ Δ13	⇓∅-RS
	L	Philip Morris	91.830	8/12/24	0.07	80.091	14.66	72.855	7.236	9.93	6.82
		Chevron	114.715	8/12/24	0.02	123.811	-7.35	126.748	-2.936	-2.32	0.30
		Siemens	133.379	8/12/24	0.01	150.281	-11.25	151.492	-1.211	-0.80	12.22
		Allianz	217.123	8/12/24		222.723	-2.51	237.819	-15.096	-6.35	8.53
		Citigroup	45.753	8/12/24		50.175	-8.81	50.562	-0.387	-0.77	27.06
	L	Bayer	22.026	8/12/24	-0.04	22.204	-0.80	24.338	-2.134	-8.77	-25.29
	S	National Grid	978.400	8/12/24	-0.04	885.400	10.50	1,066.000	-180.600	-16.94	-13.65
	L	Texas Instruments	151.924	8/12/24	-0.08	153.934	-1.31	137.974	15.960	11.57	15.25
		BHP	2,094.000	8/12/24	-0.14	2,286.000	-8.40	2,275.000	11.000	0.48	-6.26
		Honda Motor	6.952	8/09/24	-0.14	8.619	-19.34	9.726	-1.107	-11.38	-0.71
	S	LVMH	538.863	8/12/24	-0.14	604.111	-10.80	713.714	-109.603	-15.36	-7.83
		Toyota	11.982	8/09/24	-0.14	16.078	-25.47	19.125	-3.048	-15.94	4.78
		General Electric	131.998	8/12/24	-0.16	125.749	4.97	139.719	-13.969	-10.00	22.39
	S	BASF	35.025	8/12/24	-0.22	37.664	-7.01	45.312	-7.649	-16.88	-4.82
		Banco Santander	3.469	8/12/24	-0.24	3.774	-8.06	3.871	-0.097	-2.51	14.23
	L	DuPont	61.961	8/12/24	-0.25	62.705	-1.19	61.509	1.195	1.94	7.25
	S	Orange	8.582	8/12/24	-0.25	7.998	7.31	9.321	-1.323	-14.20	-12.83
	L	Pfizer	22.505	8/12/24	-0.35	22.323	0.82	22.086	0.237	1.07	-6.74
		Carrefour	11.649	8/12/24	-0.36	11.365	2.50	13.590	-2.225	-16.37	-19.51
	L	Unilever	46.751	8/12/24	-0.36	43.560	7.32	39.825	3.736	9.38	9.45
	L	Nestlé	77.594	8/12/24	-0.40	80.431	-3.53	84.346	-3.915	-4.64	-9.40
		Saint-Gobain	62.413	8/12/24	-0.41	63.211	-1.26	61.578	1.633	2.65	16.56
	S	Johnson & Johnson	126.469	8/12/24	-0.46	115.838	9.18	125.712	-9.874	-7.85	-6.86
	S	Volkswagen	79.332	8/12/24	-0.47	89.980	-11.83	105.161	-15.181	-14.44	-8.56
		Seven & i	8.188	8/09/24	-0.54	9.596	-14.67	11.266	-1.670	-14.82	-9.38
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	⇓ Δ13	⇓∅-RS
	S	Nissan Motor	2.008	8/09/24	-0.56	2.704	-25.74	3.142	-0.437	-13.92	-13.31
		PepsiCo	135.598	8/12/24	-0.56	128.850	5.24	137.822	-8.972	-6.51	-5.85
	S	Mercedes-Benz	48.770	8/12/24	-0.57	54.981	-11.30	63.187	-8.206	-12.99	-3.80
		Sanofi	81.173	8/12/24	-0.60	77.932	4.16	77.869	0.063	0.08	-1.40
	L	3M	97.581	8/12/24	-0.65	79.585	22.61	74.911	4.674	6.24	1.84
		Caterpillar	265.808	8/12/24	-0.66	260.311	2.11	289.811	-29.500	-10.18	12.45
	L	Coca-Cola	53.924	8/12/24	-0.74	50.056	7.73	48.347	1.709	3.54	5.94
		Axa	27.448	8/12/24	-0.77	26.523	3.49	29.804	-3.281	-11.01	3.30
	L	Colgate-Palmolive	80.115	8/12/24	-0.77	75.575	6.01	70.959	4.616	6.50	18.18
	L	Alphabet A	128.376	8/12/24	-0.84	144.750	-11.31	123.887	20.863	16.84	29.57
	L	Philips	22.111	8/12/24	-0.91	19.897	11.13	15.928	3.968	24.91	15.53
		Merck (MSD)	89.766	8/12/24	-0.93	101.172	-11.27	104.367	-3.195	-3.06	11.17
	L	Goldman Sachs	384.043	8/12/24	-0.97	366.767	4.71	329.466	37.301	11.32	26.59
	S	Kimberly-Clark	1.468	8/12/24	-1.01	1.345	9.18	1.858	-0.513	-27.62	-20.68
		IBM	149.884	8/12/24	-1.03	138.509	8.21	151.248	-12.739	-8.42	9.62
		Marsh & McLennan	171.929	8/12/24	-1.23	166.313	3.38	162.450	3.863	2.38	6.59
	L	Fox A	30.716	8/12/24	-1.27	26.990	13.80	24.978	2.012	8.05	7.99
		Bridgestone	27.328	8/09/24	-1.33	30.819	-11.33	35.413	-4.594	-12.97	-6.03
		L´Oreal	319.576	8/12/24	-1.59	349.782	-8.64	375.519	-25.738	-6.85	-4.07
	S	Intel	15.314	8/12/24	-1.78	24.395	-37.22	35.471	-11.076	-31.23	-18.28
	L	Procter & Gamble	131.951	8/12/24	-2.19	128.716	2.51	127.943	0.773	0.60	4.93
	S	Ford Motor	7.800	8/12/24	-2.38	10.093	-22.73	10.589	-0.495	-4.68	4.98
SP Global 100 - 96 out of 96 instruments rated - 7/01/24 / 4/01/24 - 41 did rise, Market-Ratio(13) in GBP = 42.71 %

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 Pound sterling * 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	1,428	7.000	12.791	5.791	83	18,270	52
1/21/08		4/14/08	84		- cash -
	4/14/08	7/07/08	84		Rio Tinto	100	379	48.096	46.097	-1.999	-4	17,512	-17
7/07/08		1/05/09	182		- cash -
	1/05/09	1/26/09	21		Volkswagen	100	438	39.955	30.858	-9.097	-23	13,528	-99
1/26/09		4/20/09	84		- cash -
	4/20/09	6/07/10	413		Ford Motor	100	5,424	2.494	7.674	5.180	208	41,623	170
6/07/10		8/02/10	56		- cash -
	8/02/10	8/01/11	364		Apple	100	6,982	5.961	8.626	2.665	45	60,229	45
8/01/11		10/31/11	91		- cash -
	10/31/11	5/21/12	203		Apple	100	6,717	8.966	12.675	3.709	41	85,145	86
5/21/12		7/30/12	70		- cash -
	7/30/12	10/20/14	812		Apple	100	6,309	13.495	15.430	1.935	14	97,353	6
10/20/14		11/03/14	14		- cash -
	11/03/14	6/29/15	238		Apple	100	5,687	17.117	19.788	2.671	16	112,540	25
6/29/15		11/23/15	147		- cash -
	11/23/15	1/11/16	49		Alphabet A	100	4,383	25.671	25.204	-0.467	-2	110,495	-13
1/11/16		3/14/16	63		- cash -
	3/14/16	3/26/18	742		McDonald´s	100	1,285	85.937	111.078	25.141	29	142,801	13
3/26/18		5/14/18	49		- cash -
	5/14/18	10/29/18	168		Intel	100	3,526	40.498	35.453	-5.044	-12	125,014	-25
10/29/18		2/18/19	112		- cash -
	2/18/19	3/09/20	385		Ericsson	100	17,422	7.175	5.621	-1.554	-22	97,937	-21
3/09/20		6/08/20	91		- cash -
	6/08/20	7/11/22	763		Apple	100	1,492	65.618	121.882	56.264	86	181,882	34
7/11/22		8/08/22	28		- cash -
	8/08/22	8/29/22	21		Exxon Mobil	100	2,471	73.606	85.394	11.788	16	211,010	1,222
8/29/22		9/12/22	14		- cash -
	9/12/22	9/26/22	14		Exxon Mobil	100	2,532	83.328	78.610	-4.718	-6	199,065	-78
9/26/22		11/21/22	56		- cash -
	11/21/22	10/23/23	336		Exxon Mobil	100	2,116	94.060	89.438	-4.622	-5	189,285	-5
10/23/23		11/20/23	28		- cash -
	11/20/23	8/12/24	266		Intel	100	5,290	35.779	15.314	-20.465	-57	81,025	-69
accum	8/14/06	8/12/24	5942	days out of 7335 invested (81%)						710		81,025	14

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	5.96	8.63	2.66	44.70
		10/31/11	5/21/12	203	8.97	12.68	3.71	41.37
		7/30/12	10/20/14	812	13.50	15.43	1.94	14.34
		11/03/14	6/29/15	238	17.12	19.79	2.67	15.60
		6/08/20	7/11/22	763	65.62	121.88	56.26	85.74	402.24
Ford Motor		4/20/09	6/07/10	413	2.49	7.67	5.18	207.71	207.71
ABB		8/14/06	1/21/08	525	7.00	12.79	5.79	82.73	82.73
McDonald´s		3/14/16	3/26/18	742	85.94	111.08	25.14	29.25	29.25
Exxon Mobil		8/08/22	8/29/22	21	73.61	85.39	11.79	16.02
		9/12/22	9/26/22	14	83.33	78.61	-4.72	-5.66
		11/21/22	10/23/23	336	94.06	89.44	-4.62	-4.91	4.07
Alphabet A		11/23/15	1/11/16	49	25.67	25.20	-0.47	-1.82	-1.82
Rio Tinto		4/14/08	7/07/08	84	48.10	46.10	-2.00	-4.16	-4.16
Ericsson		2/18/19	3/09/20	385	7.18	5.62	-1.55	-21.66	-21.66
Volkswagen		1/05/09	1/26/09	21	39.95	30.86	-9.10	-22.77	-22.77
Intel		5/14/18	10/29/18	168	40.50	35.45	-5.04	-12.46
		11/20/23	8/12/24	266	35.78	15.31	-20.46	-57.20	-62.53

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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