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Assessment - SP Global 100 - 12/31/07 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/31/07	⇓ Δwk	4/02/07	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32						USD	-na-
	L	Apple	217.530	8/12/24	0.71	7.074		3.345	3.730	111.52	USD	67.92
		Rio Tinto	4,942.000	8/12/24	0.56	4,392.390		2,385.790	2,006.600	84.11	GBP	53.46
	L	Alphabet A	162.290	8/12/24	-0.84	17.341		11.499	5.842	50.80	USD	31.97
	S	Volkswagen	93.500	8/12/24	-0.47	97.920		76.290	21.630	28.35	EUR	25.56
		E.on	12.325	8/12/24	0.78	43.442		30.939	12.503	40.41	EUR	23.08
		Telefónica	4.032	8/12/24	0.12	21.980		16.630	5.350	32.17	EUR	22.26
		BHP	2,094.000	8/12/24	-0.14	1,546.000		1,129.000	417.000	36.94	GBP	20.59
	L	Bayer	25.960	8/12/24	-0.04	61.450		47.580	13.870	29.15	EUR	19.80
	L	ABB	45.510	8/12/24	0.55	31.140		21.000	10.140	48.29	CHF	19.30
	L	Vodafone	74.440	8/12/24	0.87	187.800		136.600	51.200	37.48	GBP	19.03
		Microsoft	406.810	8/12/24	0.19	35.600		27.740	7.860	28.33	USD	17.84
		Siemens	157.200	8/12/24	0.01	104.104		77.556	26.548	34.23	EUR	17.74
	S	McDonald´s	269.460	8/12/24	0.58	58.910		44.820	14.090	31.44	USD	17.16
		Standard Chartered	722.000	8/12/24	0.92	1,776.530		1,396.940	379.590	27.17	GBP	16.30
		Merck (MSD)	113.480	8/12/24	-0.93	58.110		45.010	13.100	29.10	USD	16.01
	S	Intel	19.360	8/12/24	-1.78	26.660		19.130	7.530	39.36	USD	15.61
	L	Coca-Cola	68.170	8/12/24	-0.74	30.685		24.260	6.425	26.48	USD	15.47
		Chevron	145.020	8/12/24	0.02	93.330		74.830	18.500	24.72	USD	14.82
		Nike	74.640	8/12/24	0.40	16.060		13.304	2.757	20.72	USD	14.65
	S	BASF	41.280	8/12/24	-0.22	50.470		42.085	8.385	19.92	EUR	14.55
	L	RWE	32.360	8/12/24	1.70	94.979		79.239	15.740	19.86	EUR	14.37
		L´Oreal	376.650	8/12/24	-1.59	97.980		82.450	15.530	18.84	EUR	14.24
		Exxon Mobil	119.000	8/12/24	0.13	93.690		76.160	17.530	23.02	USD	13.94
	L	Unilever	55.100	8/12/24	-0.36	25.150		21.770	3.380	15.53	EUR	13.81
		⇓instrument	freshest		⇓ Δday	12/31/07	⇓ Δwk	4/02/07	prc diff	⇓ Δ39	Curr	∅-RS
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	38.980		33.030	5.950	18.01	USD	13.07
	S	Orange	10.115	8/12/24	-0.25	24.620		20.140	4.480	22.24	EUR	12.24
		PepsiCo	171.420	8/12/24	-0.56	75.900		63.390	12.510	19.73	USD	11.86
	S	Engie	15.335	8/12/24	0.49	40.000		34.740	5.260	15.14	EUR	11.84
	L	Procter & Gamble	166.810	8/12/24	-2.19	73.420		63.020	10.400	16.50	USD	11.70
	L	HP	33.780	8/12/24	0.72	22.925		18.306	4.619	25.23	USD	10.61
	L	Deutsche Telekom	24.730	8/12/24	0.49	14.900		12.670	2.230	17.60	EUR	9.46
	S	National Grid	978.400	8/12/24	-0.04	739.285		708.259	31.026	4.38	GBP	9.26
	L	Anglo American	2,232.500	8/12/24	0.29	3,080.000		2,680.000	400.000	14.93	GBP	8.65
		BP	439.600	8/12/24	1.35	615.000		547.500	67.500	12.33	GBP	8.14
	L	Raytheon Tech	116.600	8/12/24	0.39	48.169		40.730	7.439	18.26	USD	7.81
	L	Nestlé	88.640	8/12/24	-0.40	51.400		47.500	3.900	8.21	CHF	5.88
		Shell	33.025	8/12/24	0.93	28.750		24.940	3.810	15.28	EUR	5.08
	S	Mercedes-Benz	57.480	8/12/24	-0.57	64.680		62.200	2.480	3.99	EUR	4.95
		Banco Santander	4.089	8/12/24	-0.24	13.330		12.216	1.114	9.12	EUR	4.86
		Carrefour	13.730	8/12/24	-0.36	53.290		55.390	-2.100	-3.79	EUR	4.65
	S	Johnson & Johnson	159.880	8/12/24	-0.46	66.700		60.100	6.600	10.98	USD	4.33
		TotalEnergies	61.720	8/12/24	0.60	56.830		52.390	4.440	8.47	EUR	3.74
	S	Diageo	2,451.500	8/12/24	1.03	1,080.000		1,031.500	48.500	4.70	GBP	3.50
	L	Münchener Rück	439.200	8/12/24	1.01	132.760		126.750	6.010	4.74	EUR	2.99
		IBM	189.480	8/12/24	-1.03	108.100		95.210	12.890	13.54	USD	2.90
		Vivendi	9.488	8/12/24	0.40	30.367		29.593	0.774	2.62	EUR	2.28
	L	Goldman Sachs	485.500	8/12/24	-0.97	215.050		205.650	9.400	4.57	USD	2.14
		Panasonic	1,058.500	8/09/24	1.34	2,305.000		2,319.000	-14.000	-0.60	JPY	1.66
	S	Sony	12,325.000	8/09/24	0.28	6,016.000		5,902.000	114.000	1.93	JPY	1.35
		⇓instrument	freshest		⇓ Δday	12/31/07	⇓ Δwk	4/02/07	prc diff	⇓ Δ39	Curr	∅-RS
	L	Walmart	68.700	8/12/24	1.10	15.843		15.800	0.043	0.27	USD	1.30
		Caterpillar	336.030	8/12/24	-0.66	72.560		66.750	5.810	8.70	USD	1.17
	L	3M	123.360	8/12/24	-0.65	84.320		76.280	8.040	10.54	USD	1.04
	S	Kimberly-Clark	34.140	8/12/24	-1.01	15.950		16.920	-0.970	-5.73	MXN	0.82
	L	Texas Instruments	192.060	8/12/24	-0.08	33.400		29.900	3.500	11.71	USD	0.43
		UnibailRodaWestfield	5.550	8/12/24	0.73	16.900		16.630	0.270	1.62	AUD	0.37
		Seven & i	1,672.500	8/09/24	-0.54	1,102.330		1,175.000	-72.670	-6.18	JPY	0.36
	S	Nissan Motor	410.200	8/09/24	-0.56	1,263.000		1,259.000	4.000	0.32	JPY	0.07
		Prudential	635.400	8/12/24	0.41	712.000		722.000	-10.000	-1.39	GBP	-0.10
	L	Philips	26.060	8/12/24	-0.91	29.520		28.500	1.020	3.58	EUR	-0.48
	S	LVMH	635.100	8/12/24	-0.14	82.680		83.120	-0.440	-0.53	EUR	-0.65
		Sanofi	95.670	8/12/24	-0.60	62.980		64.740	-1.760	-2.72	EUR	-1.39
		General Electric	166.870	8/12/24	-0.16	296.560		282.320	14.240	5.04	USD	-1.61
		Schneider Electric	211.250	8/12/24	0.38	46.340		48.055	-1.715	-3.57	EUR	-3.18
		GSK	1,572.000	8/12/24	0.42	1,288.410		1,398.210	-109.800	-7.85	GBP	-3.92
		Repsol	12.765	8/12/24	0.67	24.700		25.280	-0.580	-2.29	EUR	-4.72
		Samsung Electronics	75,500.000	8/12/24	1.07	10,644.800		11,432.000	-787.200	-6.89	KRW	-5.32
	L	Fox A	38.830	8/12/24	-1.27	20.490		23.290	-2.800	-12.02	USD	-6.32
	L	HSBC	643.900	8/12/24	0.22	688.644		725.039	-36.395	-5.02	GBP	-6.74
		Banco Bilbao Viz	8.924	8/12/24	0.27	15.649		17.405	-1.756	-10.09	EUR	-6.78
		Marsh & McLennan	217.350	8/12/24	-1.23	26.470		29.320	-2.850	-9.72	USD	-6.79
		Allianz	255.900	8/12/24		145.430		154.800	-9.370	-6.05	EUR	-7.32
	S	Bristol-Myers	47.060	8/12/24	0.73	26.520		27.880	-1.360	-4.88	USD	-7.55
	L	Novartis	96.740	8/12/24	0.16	51.000		56.080	-5.080	-9.06	CHF	-8.11
		JP Morgan Chase	206.190	8/12/24	0.19	43.650		48.240	-4.590	-9.51	USD	-8.24
		⇓instrument	freshest		⇓ Δday	12/31/07	⇓ Δwk	4/02/07	prc diff	⇓ Δ39	Curr	∅-RS
		Honda Motor	1,420.000	8/09/24	-0.14	1,249.000		1,368.330	-119.330	-8.72	JPY	-9.60
	L	Pfizer	28.450	8/12/24	-0.35	22.730		25.340	-2.610	-10.30	USD	-9.90
		Aviva	484.200	8/12/24	0.35	673.000		750.500	-77.500	-10.33	GBP	-9.91
		Deutsche Bank	13.308	8/12/24	0.14	68.564		78.025	-9.461	-12.13	EUR	-10.72
		Axa	32.350	8/12/24	-0.77	26.762		30.953	-4.191	-13.54	EUR	-10.98
		Saint-Gobain	73.560	8/12/24	-0.41	64.490		72.680	-8.190	-11.27	EUR	-13.02
		ING Groep	15.232	8/12/24	0.21	20.540		24.326	-3.786	-15.56	EUR	-14.25
		Aegon	5.562	8/12/24	0.22	12.090		15.060	-2.970	-19.72	EUR	-14.32
		Toyota	2,447.500	8/09/24	-0.14	1,207.000		1,495.000	-288.000	-19.26	JPY	-15.15
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,164.000		2,718.000	-554.000	-20.38	GBP	-16.10
	S	Ford Motor	9.860	8/12/24	-2.38	6.730		8.090	-1.360	-16.81	USD	-17.09
		Bridgestone	5,582.000	8/09/24	-1.33	1,983.000		2,345.000	-362.000	-15.44	JPY	-17.56
		Canon	4,525.000	8/09/24	1.64	5,191.000		6,215.000	-1,024.000	-16.48	JPY	-18.62
		Societe Generale	20.520	8/12/24	0.44	93.764		121.554	-27.790	-22.86	EUR	-21.14
		Barclays	220.100	8/12/24	0.85	465.567		667.867	-202.300	-30.29	GBP	-23.77
	L	Morgan Stanley	94.840	8/12/24	0.13	53.110		78.690	-25.580	-32.51	USD	-23.86
		Swiss Re	104.000	8/12/24	0.10	79.050		114.800	-35.750	-31.14	CHF	-23.93
		UBS	24.850	8/12/24	0.44	51.050		72.300	-21.250	-29.39	CHF	-24.80
		Citigroup	57.840	8/12/24		294.400		510.500	-216.100	-42.33	USD	-36.92
	L	Ericsson	71.080	8/12/24	1.14	70.900		129.500	-58.600	-45.25	SEK	-39.32
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
	L	Philip Morris	116.090	8/12/24	0.07						USD	-na-
SP Global 100 - 94 out of 96 instruments rated - 12/31/07 / 4/02/07 - 55 did rise, Market-Ratio(39) = 58.51 %

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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