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Assessment - SP Global 100 - 1/08/07 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	1/08/07	⇓ Δwk	4/10/06	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32						USD	-na-
	S	Volkswagen	93.500	8/12/24	-0.47	55.440		45.230	10.210	22.57	EUR	29.73
	L	ABB	45.510	8/12/24	0.55	21.250		16.800	4.450	26.49	CHF	29.73
	L	Goldman Sachs	485.500	8/12/24	-0.97	203.730		162.460	41.270	25.40	USD	28.54
		Telefónica	4.032	8/12/24	0.12	16.950		12.910	4.040	31.29	EUR	25.92
		Toyota	2,447.500	8/09/24	-0.14	1,590.000		1,362.000	228.000	16.74	JPY	23.74
	L	Morgan Stanley	94.840	8/12/24	0.13	81.350		64.190	17.160	26.73	USD	23.30
	L	Apple	217.530	8/12/24	0.71	3.053		2.453	0.600	24.46	USD	23.02
	L	HP	33.780	8/12/24	0.72	19.060		15.032	4.028	26.80	USD	22.32
	S	Kimberly-Clark	34.140	8/12/24	-1.01	16.430		12.430	4.000	32.18	MXN	22.26
		Honda Motor	1,420.000	8/09/24	-0.14	1,544.000		1,294.670	249.330	19.26	JPY	22.18
	S	Engie	15.335	8/12/24	0.49	35.190		29.340	5.850	19.94	EUR	21.72
	L	Vodafone	74.440	8/12/24	0.87	147.500		126.250	21.250	16.83	GBP	19.58
	S	McDonald´s	269.460	8/12/24	0.58	43.710		35.350	8.360	23.65	USD	19.49
		IBM	189.480	8/12/24	-1.03	98.900		82.100	16.800	20.46	USD	19.40
	S	Orange	10.115	8/12/24	-0.25	21.660		18.340	3.320	18.10	EUR	18.90
		Banco Santander	4.089	8/12/24	-0.24	13.184		10.873	2.311	21.25	EUR	18.54
	L	Alphabet A	162.290	8/12/24	-0.84	12.127		10.442	1.685	16.14	USD	18.51
		Canon	4,525.000	8/09/24	1.64	6,564.000		5,574.000	990.000	17.76	JPY	18.28
		Allianz	255.900	8/12/24		157.470		135.400	22.070	16.30	EUR	17.95
		Merck (MSD)	113.480	8/12/24	-0.93	44.290		34.420	9.870	28.68	USD	16.99
	L	Fox A	38.830	8/12/24	-1.27	21.510		17.000	4.510	26.53	USD	16.75
	S	National Grid	978.400	8/12/24	-0.04	638.674		503.493	135.181	26.85	GBP	16.20
		Nike	74.640	8/12/24	0.40	12.316		10.386	1.930	18.58	USD	15.85
		Prudential	635.400	8/12/24	0.41	710.000		667.500	42.500	6.37	GBP	15.56
		⇓instrument	freshest		⇓ Δday	1/08/07	⇓ Δwk	4/10/06	prc diff	⇓ Δ39	Curr	∅-RS
		Saint-Gobain	73.560	8/12/24	-0.41	65.000		56.800	8.200	14.44	EUR	15.25
		Barclays	220.100	8/12/24	0.85	694.656		643.388	51.268	7.97	GBP	14.49
		Microsoft	406.810	8/12/24	0.19	29.930		27.290	2.640	9.67	USD	14.49
		UnibailRodaWestfield	5.550	8/12/24	0.73	16.430		13.790	2.640	19.14	AUD	13.83
		Chevron	145.020	8/12/24	0.02	71.450		59.720	11.730	19.64	USD	13.79
	L	RWE	32.360	8/12/24	1.70	80.654		70.726	9.928	14.04	EUR	13.65
	L	Münchener Rück	439.200	8/12/24	1.01	130.050		115.870	14.180	12.24	EUR	12.73
	L	Deutsche Telekom	24.730	8/12/24	0.49	14.620		13.760	0.860	6.25	EUR	12.63
	S	BASF	41.280	8/12/24	-0.22	36.475		32.045	4.430	13.82	EUR	12.53
		Citigroup	57.840	8/12/24		550.500		479.300	71.200	14.85	USD	12.52
		Exxon Mobil	119.000	8/12/24	0.13	72.650		61.940	10.710	17.29	USD	11.72
	L	Ericsson	71.080	8/12/24	1.14	142.500		147.500	-5.000	-3.39	SEK	11.31
		Axa	32.350	8/12/24	-0.77	30.611		27.993	2.618	9.35	EUR	10.85
	L	Coca-Cola	68.170	8/12/24	-0.74	24.285		20.740	3.545	17.09	USD	10.83
		Deutsche Bank	13.308	8/12/24	0.14	78.848		75.159	3.690	4.91	EUR	10.20
	L	Bayer	25.960	8/12/24	-0.04	40.250		33.930	6.320	18.63	EUR	9.96
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	32.855		28.900	3.955	13.69	USD	9.92
		Repsol	12.765	8/12/24	0.67	25.950		23.570	2.380	10.10	EUR	9.86
		Vivendi	9.488	8/12/24	0.40	29.264		27.996	1.268	4.53	EUR	9.57
		Swiss Re	104.000	8/12/24	0.10	102.800		94.700	8.100	8.55	CHF	9.50
		JP Morgan Chase	206.190	8/12/24	0.19	47.950		41.880	6.070	14.49	USD	9.47
		General Electric	166.870	8/12/24	-0.16	300.400		271.360	29.040	10.70	USD	9.39
	S	Mercedes-Benz	57.480	8/12/24	-0.57	46.840		48.160	-1.320	-2.74	EUR	9.34
		Banco Bilbao Viz	8.924	8/12/24	0.27	17.641		16.074	1.567	9.75	EUR	9.03
	S	Nissan Motor	410.200	8/09/24	-0.56	1,449.000		1,429.000	20.000	1.40	JPY	8.51
		⇓instrument	freshest		⇓ Δday	1/08/07	⇓ Δwk	4/10/06	prc diff	⇓ Δ39	Curr	∅-RS
	S	Bristol-Myers	47.060	8/12/24	0.73	26.100		24.270	1.830	7.54	USD	8.49
		Societe Generale	20.520	8/12/24	0.44	123.212		113.924	9.288	8.15	EUR	7.96
	S	Diageo	2,451.500	8/12/24	1.03	990.000		903.500	86.500	9.57	GBP	7.71
		Marsh & McLennan	217.350	8/12/24	-1.23	31.040		29.300	1.740	5.94	USD	7.43
	S	Johnson & Johnson	159.880	8/12/24	-0.46	66.510		57.710	8.800	15.25	USD	7.19
	L	Procter & Gamble	166.810	8/12/24	-2.19	63.640		57.150	6.490	11.36	USD	7.18
		Aviva	484.200	8/12/24	0.35	821.000		811.500	9.500	1.17	GBP	7.06
		Siemens	157.200	8/12/24	0.01	73.209		74.675	-1.466	-1.96	EUR	6.99
		Bridgestone	5,582.000	8/09/24	-1.33	2,547.000		2,519.000	28.000	1.11	JPY	6.86
	L	Nestlé	88.640	8/12/24	-0.40	42.650		38.525	4.125	10.71	CHF	6.78
	S	Intel	19.360	8/12/24	-1.78	21.010		19.360	1.650	8.52	USD	6.23
	L	Anglo American	2,232.500	8/12/24	0.29	2,368.000		2,405.000	-37.000	-1.54	GBP	5.97
	L	Philips	26.060	8/12/24	-0.91	28.010		27.620	0.390	1.41	EUR	5.50
		UBS	24.850	8/12/24	0.44	74.300		73.300	1.000	1.36	CHF	5.31
		E.on	12.325	8/12/24	0.78	29.636		27.712	1.925	6.95	EUR	4.81
		Standard Chartered	722.000	8/12/24	0.92	1,411.390		1,438.370	-26.980	-1.88	GBP	4.76
		ING Groep	15.232	8/12/24	0.21	25.716		24.410	1.306	5.35	EUR	4.69
		Aegon	5.562	8/12/24	0.22	14.440		14.740	-0.300	-2.04	EUR	4.29
	S	Sony	12,325.000	8/09/24	0.28	5,317.000		5,600.000	-283.000	-5.05	JPY	4.26
		PepsiCo	171.420	8/12/24	-0.56	63.090		58.090	5.000	8.61	USD	3.48
	L	Raytheon Tech	116.600	8/12/24	0.39	39.767		36.300	3.468	9.55	USD	2.75
		Carrefour	13.730	8/12/24	-0.36	46.430		43.600	2.830	6.49	EUR	2.58
		L´Oreal	376.650	8/12/24	-1.59	75.500		71.100	4.400	6.19	EUR	2.53
	L	Pfizer	28.450	8/12/24	-0.35	26.160		24.650	1.510	6.13	USD	2.25
	L	Novartis	96.740	8/12/24	0.16	60.000		61.670	-1.670	-2.71	CHF	2.03
		⇓instrument	freshest		⇓ Δday	1/08/07	⇓ Δwk	4/10/06	prc diff	⇓ Δ39	Curr	∅-RS
	S	Ford Motor	9.860	8/12/24	-2.38	7.730		7.520	0.210	2.79	USD	1.71
		Schneider Electric	211.250	8/12/24	0.38	42.500		44.050	-1.550	-3.52	EUR	1.59
	L	3M	123.360	8/12/24	-0.65	77.590		80.980	-3.390	-4.19	USD	1.26
	L	Walmart	68.700	8/12/24	1.10	15.667		15.233	0.433	2.85	USD	1.03
	S	LVMH	635.100	8/12/24	-0.14	78.450		80.050	-1.600	-2.00	EUR	-0.04
		Panasonic	1,058.500	8/09/24	1.34	2,439.000		2,775.000	-336.000	-12.11	JPY	-0.36
		TotalEnergies	61.720	8/12/24	0.60	52.500		55.925	-3.425	-6.12	EUR	-1.19
	L	HSBC	643.900	8/12/24	0.22	762.252		794.966	-32.714	-4.12	GBP	-2.87
		Shell	33.025	8/12/24	0.93	25.610		27.050	-1.440	-5.32	EUR	-3.55
		Sanofi	95.670	8/12/24	-0.60	69.200		75.550	-6.350	-8.41	EUR	-3.98
		Samsung Electronics	75,500.000	8/12/24	1.07	11,743.600		12,651.100	-907.500	-7.17	KRW	-4.17
		Seven & i	1,672.500	8/09/24	-0.54	1,286.670		1,613.670	-327.000	-20.26	JPY	-5.21
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,804.000		2,922.000	-118.000	-4.04	GBP	-6.44
	L	Texas Instruments	192.060	8/12/24	-0.08	28.900		32.760	-3.860	-11.78	USD	-6.67
		GSK	1,572.000	8/12/24	0.42	1,370.010		1,504.990	-134.980	-8.97	GBP	-6.70
		Rio Tinto	4,942.000	8/12/24	0.56	2,093.350		2,573.310	-479.960	-18.65	GBP	-9.05
		BP	439.600	8/12/24	1.35	552.500		693.500	-141.000	-20.33	GBP	-11.23
		BHP	2,094.000	8/12/24	-0.14	889.500		1,142.000	-252.500	-22.11	GBP	-11.41
		Caterpillar	336.030	8/12/24	-0.66	60.290		75.450	-15.160	-20.09	USD	-11.48
	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	20.410					EUR	-na-
SP Global 100 - 93 out of 96 instruments rated - 1/08/07 / 4/10/06 - 68 did rise, Market-Ratio(39) = 73.12 %

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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