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Assessment - SP Global 100 - 1/22/07 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	1/22/07	⇓ Δwk	4/24/06	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	212.970		165.350	47.620	28.80	USD	32.07
	L	ABB	45.510	8/12/24	0.55	21.800		17.650	4.150	23.51	CHF	31.00
	S	Volkswagen	93.500	8/12/24	-0.47	55.250		45.650	9.600	21.03	EUR	26.77
	L	Morgan Stanley	94.840	8/12/24	0.13	83.310		65.310	18.000	27.56	USD	24.75
	L	Apple	217.530	8/12/24	0.71	3.100		2.348	0.752	32.01	USD	24.42
		Honda Motor	1,420.000	8/09/24	-0.14	1,588.670		1,321.000	267.670	20.26	JPY	24.06
		Saint-Gobain	73.560	8/12/24	-0.41	69.950		57.500	12.450	21.65	EUR	22.80
		Telefónica	4.032	8/12/24	0.12	16.680		12.730	3.950	31.03	EUR	22.78
	L	Fox A	38.830	8/12/24	-1.27	22.780		16.690	6.090	36.49	USD	22.16
		Toyota	2,447.500	8/09/24	-0.14	1,582.000		1,359.000	223.000	16.41	JPY	21.91
	L	HP	33.780	8/12/24	0.72	19.083		14.941	4.142	27.72	USD	21.07
	L	Vodafone	74.440	8/12/24	0.87	149.250		126.250	23.000	18.22	GBP	20.39
	S	McDonald´s	269.460	8/12/24	0.58	44.350		34.260	10.090	29.45	USD	20.18
	S	Orange	10.115	8/12/24	-0.25	21.730		18.200	3.530	19.40	EUR	19.03
		Merck (MSD)	113.480	8/12/24	-0.93	45.300		34.370	10.930	31.80	USD	18.35
	S	National Grid	978.400	8/12/24	-0.04	654.630		511.028	143.602	28.10	GBP	17.90
	L	Bayer	25.960	8/12/24	-0.04	43.320		35.280	8.040	22.79	EUR	17.71
	L	Alphabet A	162.290	8/12/24	-0.84	12.058		11.047	1.012	9.16	USD	17.63
	S	Kimberly-Clark	34.140	8/12/24	-1.01	15.860		13.020	2.840	21.81	MXN	17.10
		Microsoft	406.810	8/12/24	0.19	30.720		27.110	3.610	13.32	USD	16.99
		UnibailRodaWestfield	5.550	8/12/24	0.73	16.920		13.590	3.330	24.50	AUD	16.56
		IBM	189.480	8/12/24	-1.03	97.110		82.110	15.000	18.27	USD	16.50
		Prudential	635.400	8/12/24	0.41	718.000		637.500	80.500	12.63	GBP	15.92
		Vivendi	9.488	8/12/24	0.40	31.045		27.493	3.552	12.92	EUR	15.51
		⇓instrument	freshest		⇓ Δday	1/22/07	⇓ Δwk	4/24/06	prc diff	⇓ Δ39	Curr	∅-RS
		Banco Santander	4.089	8/12/24	-0.24	12.956		10.973	1.983	18.07	EUR	15.46
		Swiss Re	104.000	8/12/24	0.10	108.600		93.450	15.150	16.21	CHF	15.41
		Canon	4,525.000	8/09/24	1.64	6,472.000		5,736.000	736.000	12.83	JPY	15.28
	S	Engie	15.335	8/12/24	0.49	33.680		29.050	4.630	15.94	EUR	15.15
		Nike	74.640	8/12/24	0.40	12.213		10.338	1.875	18.14	USD	14.30
		Axa	32.350	8/12/24	-0.77	31.716		27.807	3.909	14.06	EUR	14.21
	S	Mercedes-Benz	57.480	8/12/24	-0.57	48.510		45.500	3.010	6.62	EUR	13.07
		Chevron	145.020	8/12/24	0.02	71.220		60.990	10.230	16.77	USD	12.77
		JP Morgan Chase	206.190	8/12/24	0.19	49.660		42.680	6.980	16.35	USD	12.58
		Deutsche Bank	13.308	8/12/24	0.14	81.054		73.869	7.185	9.73	EUR	12.46
		Barclays	220.100	8/12/24	0.85	685.880		624.451	61.429	9.84	GBP	12.23
		Bridgestone	5,582.000	8/09/24	-1.33	2,678.000		2,647.000	31.000	1.17	JPY	12.13
		Allianz	255.900	8/12/24		149.790		132.160	17.630	13.34	EUR	11.53
	L	Deutsche Telekom	24.730	8/12/24	0.49	14.500		14.160	0.340	2.40	EUR	11.52
	S	BASF	41.280	8/12/24	-0.22	36.325		34.735	1.590	4.58	EUR	11.45
	L	Ericsson	71.080	8/12/24	1.14	143.000		131.000	12.000	9.16	SEK	11.43
		Exxon Mobil	119.000	8/12/24	0.13	72.900		64.410	8.490	13.18	USD	11.36
	L	RWE	32.360	8/12/24	1.70	79.727		72.859	6.868	9.43	EUR	11.27
		Citigroup	57.840	8/12/24		546.800		480.000	66.800	13.92	USD	11.25
		Schneider Electric	211.250	8/12/24	0.38	46.675		44.625	2.050	4.59	EUR	11.10
	L	Nestlé	88.640	8/12/24	-0.40	44.500		38.400	6.100	15.89	CHF	11.03
	S	Nissan Motor	410.200	8/09/24	-0.56	1,491.000		1,506.000	-15.000	-1.00	JPY	10.99
	S	Ford Motor	9.860	8/12/24	-2.38	8.410		6.960	1.450	20.83	USD	10.96
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	33.260		28.670	4.590	16.01	USD	10.49
	L	Procter & Gamble	166.810	8/12/24	-2.19	65.720		56.600	9.120	16.11	USD	10.32
		⇓instrument	freshest		⇓ Δday	1/22/07	⇓ Δwk	4/24/06	prc diff	⇓ Δ39	Curr	∅-RS
		Banco Bilbao Viz	8.924	8/12/24	0.27	17.943		16.159	1.784	11.04	EUR	10.03
		Aegon	5.562	8/12/24	0.22	15.280		14.510	0.770	5.31	EUR	9.87
	S	Bristol-Myers	47.060	8/12/24	0.73	26.480		24.590	1.890	7.69	USD	9.42
		Siemens	157.200	8/12/24	0.01	74.655		76.179	-1.524	-2.00	EUR	8.94
	L	Coca-Cola	68.170	8/12/24	-0.74	24.015		20.780	3.235	15.57	USD	8.93
	S	Sony	12,325.000	8/09/24	0.28	5,570.000		6,006.000	-436.000	-7.26	JPY	8.79
	L	Münchener Rück	439.200	8/12/24	1.01	126.140		112.850	13.290	11.78	EUR	8.76
		Aviva	484.200	8/12/24	0.35	838.000		801.500	36.500	4.55	GBP	8.75
		Societe Generale	20.520	8/12/24	0.44	124.918		115.251	9.667	8.39	EUR	8.56
	L	Philips	26.060	8/12/24	-0.91	28.880		27.010	1.870	6.92	EUR	8.52
	S	Johnson & Johnson	159.880	8/12/24	-0.46	67.180		58.330	8.850	15.17	USD	8.00
		UBS	24.850	8/12/24	0.44	75.900		72.750	3.150	4.33	CHF	7.05
		General Electric	166.870	8/12/24	-0.16	294.000		271.440	22.560	8.31	USD	6.77
		PepsiCo	171.420	8/12/24	-0.56	64.810		57.270	7.540	13.17	USD	5.96
	S	Diageo	2,451.500	8/12/24	1.03	980.000		919.500	60.500	6.58	GBP	5.91
		E.on	12.325	8/12/24	0.78	30.046		29.742	0.304	1.02	EUR	5.84
	S	Intel	19.360	8/12/24	-1.78	20.790		18.910	1.880	9.94	USD	5.73
		Marsh & McLennan	217.350	8/12/24	-1.23	30.400		30.680	-0.280	-0.91	USD	5.34
		ING Groep	15.232	8/12/24	0.21	25.946		25.094	0.852	3.40	EUR	5.10
	L	Pfizer	28.450	8/12/24	-0.35	26.950		24.790	2.160	8.71	USD	5.03
		Repsol	12.765	8/12/24	0.67	24.710		24.310	0.400	1.65	EUR	4.64
	L	Anglo American	2,232.500	8/12/24	0.29	2,354.000		2,461.000	-107.000	-4.35	GBP	4.60
		Standard Chartered	722.000	8/12/24	0.92	1,413.320		1,364.190	49.130	3.60	GBP	4.59
	L	Raytheon Tech	116.600	8/12/24	0.39	40.334		40.610	-0.277	-0.68	USD	3.70
	L	Walmart	68.700	8/12/24	1.10	15.987		15.180	0.807	5.31	USD	2.89
		⇓instrument	freshest		⇓ Δday	1/22/07	⇓ Δwk	4/24/06	prc diff	⇓ Δ39	Curr	∅-RS
	L	3M	123.360	8/12/24	-0.65	78.490		85.460	-6.970	-8.16	USD	2.41
	L	Novartis	96.740	8/12/24	0.16	60.000		60.330	-0.330	-0.55	CHF	1.88
		L´Oreal	376.650	8/12/24	-1.59	74.250		73.450	0.800	1.09	EUR	0.18
		Panasonic	1,058.500	8/09/24	1.34	2,449.000		2,834.000	-385.000	-13.59	JPY	0.04
	S	LVMH	635.100	8/12/24	-0.14	78.550		84.400	-5.850	-6.93	EUR	0.02
		Shell	33.025	8/12/24	0.93	26.310		28.260	-1.950	-6.90	EUR	-0.77
		Sanofi	95.670	8/12/24	-0.60	70.400		74.850	-4.450	-5.95	EUR	-1.91
		TotalEnergies	61.720	8/12/24	0.60	51.650		57.100	-5.450	-9.54	EUR	-2.59
	L	HSBC	643.900	8/12/24	0.22	761.025		780.654	-19.629	-2.51	GBP	-2.87
		GSK	1,572.000	8/12/24	0.42	1,416.340		1,487.870	-71.530	-4.81	GBP	-3.26
		Carrefour	13.730	8/12/24	-0.36	43.640		45.700	-2.060	-4.51	EUR	-4.03
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,850.000		2,992.000	-142.000	-4.75	GBP	-4.91
		Samsung Electronics	75,500.000	8/12/24	1.07	11,432.000		12,438.600	-1,006.600	-8.09	KRW	-6.20
	L	Texas Instruments	192.060	8/12/24	-0.08	28.590		35.030	-6.440	-18.38	USD	-7.18
		Rio Tinto	4,942.000	8/12/24	0.56	2,127.220		2,584.880	-457.660	-17.71	GBP	-7.32
		Seven & i	1,672.500	8/09/24	-0.54	1,240.000		1,496.670	-256.670	-17.15	JPY	-7.74
		BHP	2,094.000	8/12/24	-0.14	917.000		1,173.500	-256.500	-21.86	GBP	-8.38
		BP	439.600	8/12/24	1.35	541.000		711.500	-170.500	-23.96	GBP	-12.48
		Caterpillar	336.030	8/12/24	-0.66	58.170		77.380	-19.210	-24.83	USD	-14.44
	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	20.780					EUR	-na-
SP Global 100 - 93 out of 96 instruments rated - 1/22/07 / 4/24/06 - 69 did rise, Market-Ratio(39) = 74.19 %

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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