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Assessment - SP Global 100 - 12/11/06 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/11/06	⇓ Δwk	3/13/06	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32						USD	-na-
	L	Goldman Sachs	485.500	8/12/24	-0.97	202.520		140.720	61.800	43.92	USD	32.14
	L	ABB	45.510	8/12/24	0.55	20.450		16.000	4.450	27.81	CHF	30.19
	S	Volkswagen	93.500	8/12/24	-0.47	53.130		40.630	12.500	30.77	EUR	29.38
	L	Apple	217.530	8/12/24	0.71	3.170		2.346	0.824	35.13	USD	28.94
	L	RWE	32.360	8/12/24	1.70	87.263		70.227	17.036	24.26	EUR	26.13
	L	Morgan Stanley	94.840	8/12/24	0.13	78.770		58.790	19.980	33.99	USD	22.41
		Telefónica	4.032	8/12/24	0.12	16.040		13.470	2.570	19.08	EUR	21.33
	S	McDonald´s	269.460	8/12/24	0.58	43.580		34.320	9.260	26.98	USD	21.31
	S	Engie	15.335	8/12/24	0.49	33.890		29.190	4.700	16.10	EUR	20.09
	L	HP	33.780	8/12/24	0.72	18.170		15.086	3.084	20.44	USD	19.62
	L	Alphabet A	162.290	8/12/24	-0.84	12.136		8.453	3.683	43.57	USD	19.42
		Chevron	145.020	8/12/24	0.02	73.700		55.180	18.520	33.56	USD	19.39
		Merck (MSD)	113.480	8/12/24	-0.93	44.010		35.200	8.810	25.03	USD	19.33
	L	Fox A	38.830	8/12/24	-1.27	21.370		16.760	4.610	27.51	USD	18.81
	S	National Grid	978.400	8/12/24	-0.04	639.561		534.519	105.042	19.65	GBP	18.73
		Exxon Mobil	119.000	8/12/24	0.13	75.360		59.640	15.720	26.36	USD	18.23
		Repsol	12.765	8/12/24	0.67	27.750		23.250	4.500	19.35	EUR	18.14
		Canon	4,525.000	8/09/24	1.64	6,344.000		4,890.000	1,454.000	29.73	JPY	17.50
		Banco Santander	4.089	8/12/24	-0.24	12.819		11.092	1.727	15.57	EUR	17.48
	S	Kimberly-Clark	34.140	8/12/24	-1.01	15.380		11.790	3.590	30.45	MXN	16.36
		Nike	74.640	8/12/24	0.40	12.181		10.556	1.625	15.39	USD	15.54
		Prudential	635.400	8/12/24	0.41	694.500		601.000	93.500	15.56	GBP	15.44
		IBM	189.480	8/12/24	-1.03	93.640		81.930	11.710	14.29	USD	14.14
		Microsoft	406.810	8/12/24	0.19	29.540		27.110	2.430	8.96	USD	13.83
		⇓instrument	freshest		⇓ Δday	12/11/06	⇓ Δwk	3/13/06	prc diff	⇓ Δ39	Curr	∅-RS
	L	Vodafone	74.440	8/12/24	0.87	138.250		129.750	8.500	6.55	GBP	13.08
		Allianz	255.900	8/12/24		148.750		133.630	15.120	11.31	EUR	12.95
	L	Coca-Cola	68.170	8/12/24	-0.74	24.405		21.245	3.160	14.87	USD	12.80
		Toyota	2,447.500	8/09/24	-0.14	1,421.000		1,267.000	154.000	12.15	JPY	12.65
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	32.945		28.905	4.040	13.98	USD	11.67
		Barclays	220.100	8/12/24	0.85	667.867		617.061	50.806	8.23	GBP	11.64
		Honda Motor	1,420.000	8/09/24	-0.14	1,378.000		1,193.000	185.000	15.51	JPY	11.30
	L	Anglo American	2,232.500	8/12/24	0.29	2,436.000		1,986.000	450.000	22.66	GBP	11.10
		Swiss Re	104.000	8/12/24	0.10	103.700		91.350	12.350	13.52	CHF	11.08
		E.on	12.325	8/12/24	0.78	30.930		27.806	3.125	11.24	EUR	10.92
	S	BASF	41.280	8/12/24	-0.22	35.505		31.200	4.305	13.80	EUR	10.58
		Deutsche Bank	13.308	8/12/24	0.14	77.605		72.619	4.987	6.87	EUR	10.19
		JP Morgan Chase	206.190	8/12/24	0.19	47.550		41.060	6.490	15.81	USD	10.14
	L	Münchener Rück	439.200	8/12/24	1.01	125.970		114.200	11.770	10.31	EUR	10.13
		Saint-Gobain	73.560	8/12/24	-0.41	60.850		56.050	4.800	8.56	EUR	9.79
	S	Orange	10.115	8/12/24	-0.25	20.010		18.960	1.050	5.54	EUR	9.73
	L	Bayer	25.960	8/12/24	-0.04	39.570		33.180	6.390	19.26	EUR	9.34
	S	Diageo	2,451.500	8/12/24	1.03	990.500		913.000	77.500	8.49	GBP	9.22
	L	Ericsson	71.080	8/12/24	1.14	139.500		142.500	-3.000	-2.11	SEK	9.12
		Citigroup	57.840	8/12/24		528.800		468.400	60.400	12.89	USD	8.95
		Banco Bilbao Viz	8.924	8/12/24	0.27	17.273		15.998	1.275	7.97	EUR	8.52
	L	Procter & Gamble	166.810	8/12/24	-2.19	63.870		61.980	1.890	3.05	USD	8.35
		Standard Chartered	722.000	8/12/24	0.92	1,439.330		1,382.490	56.840	4.11	GBP	8.27
		Marsh & McLennan	217.350	8/12/24	-1.23	31.180		30.250	0.930	3.07	USD	7.62
	L	Nestlé	88.640	8/12/24	-0.40	42.500		39.250	3.250	8.28	CHF	7.20
		⇓instrument	freshest		⇓ Δday	12/11/06	⇓ Δwk	3/13/06	prc diff	⇓ Δ39	Curr	∅-RS
		Vivendi	9.488	8/12/24	0.40	28.383		27.048	1.335	4.94	EUR	7.19
		Aviva	484.200	8/12/24	0.35	809.500		815.500	-6.000	-0.74	GBP	6.97
	S	Bristol-Myers	47.060	8/12/24	0.73	25.420		22.940	2.480	10.81	USD	6.78
		UnibailRodaWestfield	5.550	8/12/24	0.73	15.280		14.150	1.130	7.99	AUD	6.75
		Axa	32.350	8/12/24	-0.77	29.195		28.433	0.762	2.68	EUR	6.68
	L	Raytheon Tech	116.600	8/12/24	0.39	40.913		36.501	4.412	12.09	USD	6.66
	S	Johnson & Johnson	159.880	8/12/24	-0.46	65.700		59.080	6.620	11.21	USD	6.55
	S	Mercedes-Benz	57.480	8/12/24	-0.57	45.150		47.390	-2.240	-4.73	EUR	5.98
	L	Philips	26.060	8/12/24	-0.91	27.910		26.520	1.390	5.24	EUR	5.74
		Societe Generale	20.520	8/12/24	0.44	118.663		116.009	2.654	2.29	EUR	5.73
		Bridgestone	5,582.000	8/09/24	-1.33	2,503.000		2,464.000	39.000	1.58	JPY	5.42
		Siemens	157.200	8/12/24	0.01	71.259		74.063	-2.804	-3.79	EUR	4.42
		L´Oreal	376.650	8/12/24	-1.59	75.600		75.000	0.600	0.80	EUR	4.37
	L	Deutsche Telekom	24.730	8/12/24	0.49	13.530		14.130	-0.600	-4.25	EUR	4.12
		UBS	24.850	8/12/24	0.44	72.300		70.500	1.800	2.55	CHF	3.77
		Carrefour	13.730	8/12/24	-0.36	46.310		43.160	3.150	7.30	EUR	3.66
		PepsiCo	171.420	8/12/24	-0.56	62.760		60.490	2.270	3.75	USD	3.38
	S	Intel	19.360	8/12/24	-1.78	20.700		19.730	0.970	4.92	USD	3.05
	L	3M	123.360	8/12/24	-0.65	78.850		72.090	6.760	9.38	USD	2.96
		General Electric	166.870	8/12/24	-0.16	281.760		269.360	12.400	4.60	USD	2.96
		TotalEnergies	61.720	8/12/24	0.60	54.450		53.175	1.275	2.40	EUR	2.68
	S	Nissan Motor	410.200	8/09/24	-0.56	1,348.000		1,357.000	-9.000	-0.66	JPY	2.34
		ING Groep	15.232	8/12/24	0.21	24.694		24.172	0.522	2.16	EUR	1.54
		Schneider Electric	211.250	8/12/24	0.38	41.925		43.875	-1.950	-4.44	EUR	1.14
		Shell	33.025	8/12/24	0.93	26.750		25.830	0.920	3.56	EUR	0.99
		⇓instrument	freshest		⇓ Δday	12/11/06	⇓ Δwk	3/13/06	prc diff	⇓ Δ39	Curr	∅-RS
		Aegon	5.562	8/12/24	0.22	13.890		14.000	-0.110	-0.79	EUR	0.51
	S	LVMH	635.100	8/12/24	-0.14	78.400		81.150	-2.750	-3.39	EUR	0.33
	L	Pfizer	28.450	8/12/24	-0.35	25.150		25.970	-0.820	-3.16	USD	-0.82
		Rio Tinto	4,942.000	8/12/24	0.56	2,270.130		2,200.740	69.390	3.15	GBP	-0.88
	L	Novartis	96.740	8/12/24	0.16	58.120		61.210	-3.090	-5.05	CHF	-0.90
	L	Walmart	68.700	8/12/24	1.10	15.333		15.090	0.243	1.61	USD	-1.34
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,892.000		2,945.000	-53.000	-1.80	GBP	-3.48
	L	HSBC	643.900	8/12/24	0.22	754.891		811.732	-56.841	-7.00	GBP	-3.76
		Samsung Electronics	75,500.000	8/12/24	1.07	11,743.300		12,303.400	-560.100	-4.55	KRW	-4.59
		Sanofi	95.670	8/12/24	-0.60	69.000		75.350	-6.350	-8.43	EUR	-4.66
	S	Ford Motor	9.860	8/12/24	-2.38	7.240		7.860	-0.620	-7.89	USD	-5.42
		BHP	2,094.000	8/12/24	-0.14	946.000		937.500	8.500	0.91	GBP	-5.58
		Panasonic	1,058.500	8/09/24	1.34	2,296.000		2,549.000	-253.000	-9.93	JPY	-5.91
	L	Texas Instruments	192.060	8/12/24	-0.08	29.300		30.890	-1.590	-5.15	USD	-6.27
		BP	439.600	8/12/24	1.35	584.500		649.500	-65.000	-10.01	GBP	-6.72
		Caterpillar	336.030	8/12/24	-0.66	63.070		71.000	-7.930	-11.17	USD	-6.83
	S	Sony	12,325.000	8/09/24	0.28	4,709.000		5,544.000	-835.000	-15.06	JPY	-6.86
		GSK	1,572.000	8/12/24	0.42	1,347.840		1,581.550	-233.710	-14.78	GBP	-8.79
		Seven & i	1,672.500	8/09/24	-0.54	1,217.330		1,524.330	-307.000	-20.14	JPY	-11.92
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
	L	Philip Morris	116.090	8/12/24	0.07						USD	-na-
	L	Unilever	55.100	8/12/24	-0.36	19.850					EUR	-na-
SP Global 100 - 93 out of 96 instruments rated - 12/11/06 / 3/13/06 - 70 did rise, Market-Ratio(39) = 75.27 %

Technical Chart

	SP Global 100 RS = 39 - B/S = 55/40

1/04/21	scale up chart	7/01/24

Transactions SP Global 100 * A39 - 55/40 (1)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		1/14/08	742		- cash -
short	1/14/08	7/06/09	539		Citigroup	100	34	USD	290.600	27.900	3,026.823	2,736.223	942	103,032	389
long	7/06/09	8/01/11	756		Ford Motor	100	17,918	USD	5.750	12.350		6.600	115	221,290	45
short	8/01/11	4/30/12	273		Carrefour	100	11,020	EUR	20.080	15.175	26.570	6.490	32	292,815	45
long	4/30/12	10/20/14	903		Apple	100	14,039	USD	20.856	24.940		4.084	20	350,146	7
short	10/20/14	11/03/14	14		Deutsche Bank	100	16,251	EUR	21.545	22.134	20.956	-0.589	-3	340,572	-51
long	11/03/14	8/24/15	294		Apple	100	12,452	USD	27.350	25.788		-1.563	-6	321,116	-7
short	8/24/15	9/12/16	385		RWE	100	24,290	EUR	13.220	14.645	11.795	-1.425	-11	286,503	-10
long	9/12/16	7/02/18	658		Anglo American	100	34,960	GBP	8.195	16.440		8.245	101	574,748	47
short	7/02/18	7/15/19	378		Deutsche Bank	100	62,889	EUR	9.139	6.885	12.131	2.992	33	762,905	31
long	7/15/19	3/09/20	238		LVMH	100	2,007	EUR	380.050	338.000		-42.050	-11	678,511	-16
short	3/09/20	12/07/20	273		DuPont	100	19,303	USD	35.150	65.430	4.870	-30.280	-86	94,016	-93
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1,629	EUR	57.700	57.390		-0.310	-1	93,511	0
short	3/07/22	3/21/22	14		Vivendi	100	8,706	EUR	10.740	11.750	9.730	-1.010	-9	84,718	-92
long	3/21/22	6/13/22	84		Chevron	100	514	USD	164.640	167.330		2.690	2	86,101	7
short	6/13/22	12/05/22	175		Philips	100	4,050	EUR	21.255	14.250	31.704	10.449	49	128,417	130
long	12/05/22	12/19/22	14		Merck (MSD)	100	1,167	USD	110.010	109.440		-0.570	-1	127,752	-13
short	12/19/22	1/23/23	35		Credit Suisse	100	45,970	CHF	2.779	3.150	2.408	-0.371	-13	110,697	-78
long	1/23/23	10/23/23	273		Münchener Rück	100	339	EUR	325.700	372.100		46.400	14	126,427	19
short	10/23/23	12/11/23	49		Pfizer	100	4,099	USD	30.840	28.640	33.209	2.369	8	136,137	74
long	12/11/23	8/12/24	245		Intel	100	3,056	USD	44.540	19.360		-25.180	-57	59,187	-71
accum	1/14/08	8/12/24	6353	days out of 7095 invested (90%)								492		59,187	11

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Citigroup	short	1/14/08	7/06/09	539	290.60	27.90	3,026.82	2,736.22	941.58	941.58
Ford Motor	long	7/06/09	8/01/11	756	5.75	12.35		6.60	114.78	114.78
Anglo American	long	9/12/16	7/02/18	658	8.20	16.44		8.25	100.61	100.61
Philips	short	6/13/22	12/05/22	175	21.26	14.25	31.70	10.45	49.16	49.16
Carrefour	short	8/01/11	4/30/12	273	20.08	15.18	26.57	6.49	32.32	32.32
Deutsche Bank	short	10/20/14	11/03/14	14	21.55	22.13	20.96	-0.59	-2.73
	short	7/02/18	7/15/19	378	9.14	6.89	12.13	2.99	32.74	29.11
Münchener Rück	long	1/23/23	10/23/23	273	325.70	372.10		46.40	14.25	14.25
Apple	long	4/30/12	10/20/14	903	20.86	24.94		4.08	19.58
	long	11/03/14	8/24/15	294	27.35	25.79		-1.56	-5.71	12.75
Pfizer	short	10/23/23	12/11/23	49	30.84	28.64	33.21	2.37	7.68	7.68
Chevron	long	3/21/22	6/13/22	84	164.64	167.33		2.69	1.63	1.63
Merck (MSD)	long	12/05/22	12/19/22	14	110.01	109.44		-0.57	-0.52	-0.52
Mercedes-Benz	long	12/07/20	3/07/22	455	57.70	57.39		-0.31	-0.54	-0.54
Vivendi	short	3/07/22	3/21/22	14	10.74	11.75	9.73	-1.01	-9.40	-9.40
RWE	short	8/24/15	9/12/16	385	13.22	14.65	11.80	-1.43	-10.78	-10.78
LVMH	long	7/15/19	3/09/20	238	380.05	338.00		-42.05	-11.06	-11.06
Credit Suisse	short	12/19/22	1/23/23	35	2.78	3.15	2.41	-0.37	-13.35	-13.35
Intel	long	12/11/23	8/12/24	245	44.54	19.36		-25.18	-56.53	-56.53
DuPont	short	3/09/20	12/07/20	273	35.15	65.43	4.87	-30.28	-86.15	-86.15

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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