Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Dollar - 1/02/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	1/02/12	Δwk	4/04/11	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,186.020		1,303.230	-117.210	-8.99	-2.17
		Microsoft	406.810	8/12/24	0.19	26.765		25.550	1.215	4.76	3.03
	L	Apple	217.530	8/12/24	0.71	14.687		12.185	2.502	20.53	13.80
	L	Alphabet A	162.290	8/12/24	-0.84	16.687		14.737	1.949	13.23	17.77
	S	Sony	160.297	8/09/24	0.28	17.948		31.500	-13.552	-43.02	-26.44
		Marsh & McLennan	217.350	8/12/24	-1.23	31.820		30.170	1.650	5.47	8.91
	L	Texas Instruments	192.060	8/12/24	-0.08	29.755		34.110	-4.355	-12.77	-5.04
		JP Morgan Chase	206.190	8/12/24	0.19	34.730		46.340	-11.610	-25.05	-9.49
	L	Morgan Stanley	94.840	8/12/24	0.13	16.080		27.100	-11.020	-40.66	-20.69
	S	LVMH	823.026	8/12/24	-0.14	144.298		159.526	-15.227	-9.55	-9.21
	L	Goldman Sachs	485.500	8/12/24	-0.97	95.360		158.900	-63.540	-39.99	-23.87
		Schneider Electric	273.759	8/12/24	0.38	53.858		87.664	-33.807	-38.56	-20.83
		Toyota	31.832	8/09/24	-0.14	6.633		7.970	-1.337	-16.78	-12.52
		L´Oreal	488.101	8/12/24	-1.59	106.005		119.463	-13.458	-11.27	-6.27
	L	Münchener Rück	569.159	8/12/24	1.01	126.830		161.376	-34.547	-21.41	-9.84
	L	AstraZeneca	19,869.948	8/12/24	0.63	4,742.045		4,665.623	76.422	1.64	-0.02
		Samsung Electronics	65.055	8/12/24	1.07	17.922		16.552	1.371	8.28	11.75
		Caterpillar	336.030	8/12/24	-0.66	93.980		113.380	-19.400	-17.11	-1.89
	L	Walmart	68.700	8/12/24	1.10	20.110		17.550	2.560	14.59	11.44
		Allianz	331.621	8/12/24		99.007		142.797	-43.790	-30.67	-16.18
		Bridgestone	72.598	8/09/24	-1.33	22.552		20.056	2.496	12.44	4.20
		Axa	41.922	8/12/24	-0.77	13.516		21.562	-8.046	-37.31	-21.59
		Nike	74.640	8/12/24	0.40	24.203		19.353	4.850	25.06	12.27
		Merck (MSD)	113.480	8/12/24	-0.93	38.300		33.270	5.030	15.12	12.72
	L	HP	33.780	8/12/24	0.72	12.089		18.320	-6.231	-34.01	-18.72
		⇓instrument	freshest		⇓ Δday	1/02/12	Δwk	4/04/11	prc diff	⇓ Δ39	⇓∅-RS
	S	McDonald´s	269.460	8/12/24	0.58	98.840		76.390	22.450	29.39	18.87
	L	Deutsche Telekom	32.048	8/12/24	0.49	11.883		15.846	-3.962	-25.01	-12.23
		ING Groep	19.739	8/12/24	0.21	7.397		12.922	-5.525	-42.75	-22.79
		PepsiCo	171.420	8/12/24	-0.56	66.400		65.090	1.310	2.01	2.20
	L	Procter & Gamble	166.810	8/12/24	-2.19	66.830		62.260	4.570	7.34	4.93
	L	Raytheon Tech	116.600	8/12/24	0.39	46.986		53.638	-6.652	-12.40	-6.16
	L	ABB	48.468	8/12/24	0.55	19.724		24.407	-4.683	-19.19	-9.38
		Saint-Gobain	95.326	8/12/24	-0.41	39.194		63.447	-24.253	-38.23	-23.59
	S	Johnson & Johnson	159.880	8/12/24	-0.46	65.880		60.150	5.730	9.53	3.87
		Seven & i	21.752	8/09/24	-0.54	9.225		8.192	1.033	12.61	4.39
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	45.540		40.510	5.030	12.42	7.35
		UBS	26.465	8/12/24	0.44	12.280		18.183	-5.904	-32.47	-19.21
		Siemens	203.715	8/12/24	0.01	94.860		135.586	-40.726	-30.04	-15.06
	L	Novartis	103.029	8/12/24	0.16	48.277		45.144	3.133	6.94	1.38
		Swiss Re	110.761	8/12/24	0.10	52.324		58.879	-6.555	-11.13	-2.99
	L	Fox A	38.830	8/12/24	-1.27	18.350		18.020	0.330	1.83	10.81
		Citigroup	57.840	8/12/24		28.330		44.300	-15.970	-36.05	-19.74
	L	Unilever	71.404	8/12/24	-0.36	35.125		31.457	3.669	11.66	9.74
	L	Coca-Cola	68.170	8/12/24	-0.74	35.070		33.830	1.240	3.67	5.55
		Honda Motor	18.468	8/09/24	-0.14	10.119		12.051	-1.932	-16.03	-13.41
		Aegon	7.208	8/12/24	0.22	4.125		7.799	-3.674	-47.11	-25.29
	S	Diageo	3,811.516	8/12/24	1.03	2,220.210		1,917.821	302.389	15.77	11.30
		Sanofi	123.979	8/12/24	-0.60	74.411		71.413	2.998	4.20	5.02
	L	Nestlé	94.402	8/12/24	-0.40	57.830		57.472	0.358	0.62	-0.78
	S	Mercedes-Benz	74.488	8/12/24	-0.57	45.830		73.406	-27.576	-37.57	-22.27
		⇓instrument	freshest		⇓ Δday	1/02/12	Δwk	4/04/11	prc diff	⇓ Δ39	⇓∅-RS
		Panasonic	13.767	8/09/24	1.34	8.519		12.419	-3.900	-31.41	-23.08
	L	Philips	33.771	8/12/24	-0.91	21.369		31.777	-10.408	-32.75	-11.46
		Aviva	752.819	8/12/24	0.35	484.932		713.945	-229.013	-32.08	-19.20
	S	National Grid	1,521.186	8/12/24	-0.04	981.837		966.968	14.868	1.54	2.21
		TotalEnergies	79.983	8/12/24	0.60	51.836		61.753	-9.917	-16.06	-2.90
		Rio Tinto	7,683.668	8/12/24	0.56	5,169.607		7,216.808	-2,047.201	-28.37	-15.81
	L	3M	123.360	8/12/24	-0.65	83.490		93.640	-10.150	-10.84	-3.08
	L	Philip Morris	116.090	8/12/24	0.07	78.590		64.920	13.670	21.06	18.15
		Exxon Mobil	119.000	8/12/24	0.13	86.000		84.870	1.130	1.33	8.42
	S	Bristol-Myers	47.060	8/12/24	0.73	34.670		26.720	7.950	29.75	21.14
	S	Kimberly-Clark	2.449	8/12/24	-1.01	1.815		2.084	-0.269	-12.91	-6.34
		Canon	58.851	8/09/24	1.64	43.700		43.051	0.648	1.51	-5.00
		Chevron	145.020	8/12/24	0.02	110.370		108.230	2.140	1.98	9.98
		Banco Bilbao Viz	11.565	8/12/24	0.27	8.806		12.056	-3.250	-26.96	-10.56
	L	Pfizer	28.450	8/12/24	-0.35	21.970		20.540	1.430	6.96	13.18
		Barclays	342.205	8/12/24	0.85	267.565		429.197	-161.632	-37.66	-17.27
	L	HSBC	1,001.116	8/12/24	0.22	785.003		1,043.681	-258.678	-24.79	-16.06
		Shell	42.797	8/12/24	0.93	36.635		36.952	-0.317	-0.86	6.03
		Societe Generale	26.592	8/12/24	0.44	22.918		65.213	-42.295	-64.86	-41.69
		General Electric	166.870	8/12/24	-0.16	146.880		164.240	-17.360	-10.57	2.67
	L	RWE	41.935	8/12/24	1.70	37.063		65.695	-28.632	-43.58	-24.14
		GSK	2,444.097	8/12/24	0.42	2,325.033		1,976.580	348.452	17.63	11.63
		BHP	3,255.686	8/12/24	-0.14	3,098.655		4,080.607	-981.952	-24.06	-11.09
	L	Ericsson	10.323	8/12/24	1.14	9.876		13.216	-3.341	-25.28	-16.33
		IBM	189.480	8/12/24	-1.03	186.300		164.250	22.050	13.42	9.69
		⇓instrument	freshest		⇓ Δday	1/02/12	Δwk	4/04/11	prc diff	⇓ Δ39	⇓∅-RS
	L	DuPont	78.330	8/12/24	-0.25						-na-
		Prudential	987.900	8/12/24	0.41	1,002.826		1,173.255	-170.429	-14.53	-5.57
		BP	683.476	8/12/24	1.35	732.374		756.250	-23.876	-3.16	2.23
	L	Anglo American	3,471.022	8/12/24	0.29	3,882.258		5,293.347	-1,411.089	-26.66	-11.70
	S	Ford Motor	9.860	8/12/24	-2.38	11.130		15.550	-4.420	-28.42	-12.93
	S	Orange	13.108	8/12/24	-0.25	16.011		22.637	-6.626	-29.27	-17.81
	S	Intel	19.360	8/12/24	-1.78	24.540		19.490	5.050	25.91	12.24
	S	Volkswagen	121.167	8/12/24	-0.47	154.238		166.502	-12.264	-7.37	-7.17
		E.on	15.972	8/12/24	0.78	20.522		28.228	-7.706	-27.30	-13.90
		Carrefour	17.793	8/12/24	-0.36	23.482		45.978	-22.497	-48.93	-27.68
	S	BASF	53.495	8/12/24	-0.22	71.456		88.198	-16.742	-18.98	-8.31
	S	Engie	19.873	8/12/24	0.49	28.238		40.255	-12.017	-29.85	-14.40
		UnibailRodaWestfield	5.665	8/12/24	0.73	8.145		9.910	-1.764	-17.80	-9.82
		Banco Santander	5.299	8/12/24	-0.24	7.731		11.650	-3.919	-33.64	-19.69
	S	Nissan Motor	5.335	8/09/24	-0.56	8.844		8.755	0.089	1.01	-6.26
		Vivendi	12.295	8/12/24	0.40	21.959		28.430	-6.471	-22.76	-8.72
		Repsol	16.542	8/12/24	0.67	31.192		35.229	-4.037	-11.46	2.68
		Deutsche Bank	17.246	8/12/24	0.14	33.486		51.113	-17.627	-34.49	-17.01
	L	Bayer	33.642	8/12/24	-0.04	65.845		80.738	-14.893	-18.45	-5.67
		Standard Chartered	1,122.543	8/12/24	0.92	2,260.634		2,668.833	-408.199	-15.30	-6.58
	L	Vodafone	115.737	8/12/24	0.87	281.024		288.237	-7.213	-2.50	2.87
		Telefónica	5.225	8/12/24	0.12	17.702		25.641	-7.939	-30.96	-18.99
SP Global 100 - 95 out of 96 instruments rated - 1/02/12 / 4/04/11 - 34 did rise, Market-Ratio(39) in USD = 35.79 %

Technical Chart

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

1/03/22	scale up chart	7/01/24

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

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	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	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	5.750	12.350		6.600	115	221,290	45
short	8/01/11	4/30/12	273		Carrefour	100	7,655	28.907	20.110	41.553	12.646	44	318,093	62
long	4/30/12	10/20/14	903		Apple	100	15,251	20.856	24.940		4.084	20	380,374	7
short	10/20/14	11/03/14	14		Deutsche Bank	100	13,794	27.573	27.646	27.501	-0.072	0	379,378	-7
long	11/03/14	8/24/15	294		Apple	100	13,871	27.350	25.788		-1.563	-6	357,704	-7
short	8/24/15	9/12/16	385		RWE	100	23,305	15.348	16.458	14.239	-1.110	-7	331,845	-7
long	9/12/16	7/02/18	658		Anglo American	100	30,361	10.930	21.635		10.705	98	656,864	46
short	7/02/18	7/15/19	378		Deutsche Bank	100	61,733	10.640	7.754	14.601	3.960	37	901,348	36
long	7/15/19	3/09/20	238		LVMH	100	2,105	428.031	387.571		-40.460	-9	816,179	-14
short	3/09/20	12/07/20	273		DuPont	100	23,219	35.150	65.430	4.870	-30.280	-86	113,108	-93
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1,616	69.965	62.428		-7.537	-11	100,928	-9
short	3/07/22	3/21/22	14		Vivendi	100	8,639	11.683	12.965	10.401	-1.282	-11	89,852	-95
long	3/21/22	6/13/22	84		Chevron	100	545	164.640	167.330		2.690	2	91,318	7
short	6/13/22	12/05/22	175		Philips	100	4,115	22.191	14.959	32.921	10.729	48	135,469	128
long	12/05/22	12/19/22	14		Merck (MSD)	100	1,231	110.010	109.440		-0.570	-1	134,767	-13
short	12/19/22	1/23/23	35		Credit Suisse	100	45,066	2.990	3.413	2.568	-0.423	-14	115,712	-80
long	1/23/23	10/23/23	273		Münchener Rück	100	326	353.906	396.949		43.043	12	129,744	17
short	10/23/23	12/11/23	49		Pfizer	100	4,207	30.840	28.640	33.209	2.369	8	139,711	74
long	12/11/23	8/12/24	245		Intel	100	3,136	44.540	19.360		-25.180	-57	60,746	-71
accum	1/14/08	8/12/24	6727	days out of 7469 invested (90%)							507		60,746	10

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	10.93	21.64		10.71	97.94	97.94
Philips	short	6/13/22	12/05/22	175	22.19	14.96	32.92	10.73	48.35	48.35
Carrefour	short	8/01/11	4/30/12	273	28.91	20.11	41.55	12.65	43.75	43.75
Deutsche Bank	short	10/20/14	11/03/14	14	27.57	27.65	27.50	-0.07	-0.26
	short	7/02/18	7/15/19	378	10.64	7.75	14.60	3.96	37.22	36.86
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
Münchener Rück	long	1/23/23	10/23/23	273	353.91	396.95		43.04	12.16	12.16
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
RWE	short	8/24/15	9/12/16	385	15.35	16.46	14.24	-1.11	-7.23	-7.23
LVMH	long	7/15/19	3/09/20	238	428.03	387.57		-40.46	-9.45	-9.45
Mercedes-Benz	long	12/07/20	3/07/22	455	69.96	62.43		-7.54	-10.77	-10.77
Vivendi	short	3/07/22	3/21/22	14	11.68	12.96	10.40	-1.28	-10.97	-10.97
Credit Suisse	short	12/19/22	1/23/23	35	2.99	3.41	2.57	-0.42	-14.14	-14.14
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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