Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Dollar - 5/14/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/14/12	Δwk	8/15/11	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,164.960		1,160.430	4.530	0.39	-2.14
		Microsoft	406.810	8/12/24	0.19	30.680		25.510	5.170	20.27	12.49
	L	Apple	217.530	8/12/24	0.71	19.936		13.693	6.243	45.59	34.73
	L	Alphabet A	162.290	8/12/24	-0.84	15.147		13.974	1.173	8.39	4.96
	S	Sony	154.188	8/09/24	0.28	14.499		22.184	-7.685	-34.64	-28.25
		Marsh & McLennan	217.350	8/12/24	-1.23	32.510		28.450	4.060	14.27	7.41
	L	Morgan Stanley	94.840	8/12/24	0.13	14.300		17.920	-3.620	-20.20	-19.32
	L	Texas Instruments	192.060	8/12/24	-0.08	30.630		27.490	3.140	11.42	0.21
		JP Morgan Chase	206.190	8/12/24	0.19	35.790		36.880	-1.090	-2.96	-2.95
	S	LVMH	820.422	8/12/24	-0.14	156.372		164.362	-7.990	-4.86	-2.38
		Schneider Electric	272.893	8/12/24	0.38	55.128		67.042	-11.914	-17.77	-11.66
	L	Goldman Sachs	485.500	8/12/24	-0.97	99.770		119.130	-19.360	-16.25	-10.60
	L	AstraZeneca	20,538.946	8/12/24	0.63	4,274.929		4,600.731	-325.802	-7.08	-8.20
	L	Münchener Rück	567.359	8/12/24	1.01	134.153		131.917	2.236	1.70	-0.32
		L´Oreal	486.556	8/12/24	-1.59	117.593		112.995	4.598	4.07	5.10
		Toyota	30.619	8/09/24	-0.14	8.032		7.521	0.511	6.79	8.27
		Caterpillar	336.030	8/12/24	-0.66	93.600		91.370	2.230	2.44	-3.42
	L	Walmart	68.700	8/12/24	1.10	19.690		16.660	3.030	18.19	4.80
		Axa	41.790	8/12/24	-0.77	12.286		16.016	-3.730	-23.29	-20.69
		Allianz	330.572	8/12/24		99.359		111.071	-11.712	-10.54	-9.54
	L	HP	33.780	8/12/24	0.72	10.429		14.728	-4.298	-29.19	-16.60
		Bridgestone	69.832	8/09/24	-1.33	22.243		21.611	0.632	2.93	-2.63
		ING Groep	19.677	8/12/24	0.21	6.344		8.849	-2.505	-28.30	-24.59
		Merck (MSD)	113.480	8/12/24	-0.93	38.225		32.130	6.095	18.97	7.47
	S	McDonald´s	269.460	8/12/24	0.58	90.880		86.820	4.060	4.68	-0.81
		⇓instrument	freshest		⇓ Δday	5/14/12	Δwk	8/15/11	prc diff	⇓ Δ39	⇓∅-RS
	L	ABB	48.943	8/12/24	0.55	16.691		22.052	-5.361	-24.31	-18.55
		Samsung Electronics	65.696	8/12/24	1.07	22.867		12.612	10.256	81.32	32.38
	L	Deutsche Telekom	31.946	8/12/24	0.49	11.392		13.566	-2.174	-16.03	-8.94
		Nike	74.640	8/12/24	0.40	26.868		21.283	5.585	26.24	14.14
	L	Procter & Gamble	166.810	8/12/24	-2.19	63.580		61.880	1.700	2.75	-1.45
		PepsiCo	171.420	8/12/24	-0.56	67.150		63.570	3.580	5.63	3.46
	S	Johnson & Johnson	159.880	8/12/24	-0.46	63.930		64.590	-0.660	-1.02	-1.34
	L	Raytheon Tech	116.600	8/12/24	0.39	47.797		46.281	1.517	3.28	-3.44
		Saint-Gobain	95.025	8/12/24	-0.41	39.012		49.644	-10.631	-21.41	-15.07
		Siemens	203.071	8/12/24	0.01	84.105		102.948	-18.842	-18.30	-16.29
	L	Novartis	104.037	8/12/24	0.16	44.243		46.533	-2.290	-4.92	-6.58
		UBS	26.724	8/12/24	0.44	11.937		15.215	-3.278	-21.55	-12.12
	L	Unilever	71.178	8/12/24	-0.36	33.496		32.495	1.002	3.08	1.41
		Seven & i	20.923	8/09/24	-0.54	9.925		8.759	1.166	13.31	8.31
		Citigroup	57.840	8/12/24		28.140		31.270	-3.130	-10.01	-10.92
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	49.505		43.130	6.375	14.78	9.76
	L	Fox A	38.830	8/12/24	-1.27	20.140		16.910	3.230	19.10	15.15
		Swiss Re	111.844	8/12/24	0.10	60.009		54.385	5.624	10.34	10.42
		Panasonic	13.242	8/09/24	1.34	7.218		10.571	-3.352	-31.71	-23.79
		TotalEnergies	79.730	8/12/24	0.60	44.528		47.556	-3.028	-6.37	-12.82
	L	Philips	33.664	8/12/24	-0.91	18.860		20.918	-2.057	-9.84	-9.41
	L	Coca-Cola	68.170	8/12/24	-0.74	38.435		34.100	4.335	12.71	12.12
		Banco Bilbao Viz	11.528	8/12/24	0.27	6.521		9.104	-2.583	-28.37	-24.84
		Sanofi	123.587	8/12/24	-0.60	70.881		69.036	1.845	2.67	-2.08
		Aviva	778.166	8/12/24	0.35	467.189		579.140	-111.952	-19.33	-13.99
		⇓instrument	freshest		⇓ Δday	5/14/12	Δwk	8/15/11	prc diff	⇓ Δ39	⇓∅-RS
		Rio Tinto	7,942.369	8/12/24	0.56	4,890.455		6,012.772	-1,122.317	-18.67	-13.81
	L	Nestlé	95.326	8/12/24	-0.40	58.879		63.098	-4.218	-6.69	-0.98
		Aegon	7.185	8/12/24	0.22	4.497		4.563	-0.066	-1.44	-7.10
	S	Diageo	3,939.845	8/12/24	1.03	2,482.995		1,935.351	547.644	28.30	16.08
		Honda Motor	17.764	8/09/24	-0.14	11.393		11.270	0.122	1.09	1.08
	S	Mercedes-Benz	74.253	8/12/24	-0.57	49.754		54.738	-4.984	-9.11	-8.52
	S	National Grid	1,572.403	8/12/24	-0.04	1,081.589		975.000	106.589	10.93	9.05
		Exxon Mobil	119.000	8/12/24	0.13	82.120		74.290	7.830	10.54	2.10
	L	3M	123.360	8/12/24	-0.65	85.830		83.310	2.520	3.02	1.31
	S	Bristol-Myers	47.060	8/12/24	0.73	32.910		28.170	4.740	16.83	5.90
		Chevron	145.020	8/12/24	0.02	101.940		99.100	2.840	2.87	-0.57
	S	Kimberly-Clark	2.516	8/12/24	-1.01	1.816		1.937	-0.120	-6.22	-5.81
	L	Philip Morris	116.090	8/12/24	0.07	85.390		68.330	17.060	24.97	15.90
		Canon	56.609	8/09/24	1.64	42.785		46.871	-4.086	-8.72	-5.59
		Shell	42.662	8/12/24	0.93	32.657		32.566	0.091	0.28	-5.53
	L	Pfizer	28.450	8/12/24	-0.35	22.585		18.340	4.245	23.15	11.68
		Barclays	353.726	8/12/24	0.85	281.769		275.683	6.087	2.21	-4.17
		Societe Generale	26.508	8/12/24	0.44	21.308		35.338	-14.029	-39.70	-28.56
	L	HSBC	1,034.822	8/12/24	0.22	877.164		890.685	-13.521	-1.52	1.33
		BHP	3,365.301	8/12/24	-0.14	2,889.595		3,319.721	-430.126	-12.96	-10.43
	L	Ericsson	10.220	8/12/24	1.14	8.835		10.129	-1.294	-12.77	-17.50
		General Electric	166.870	8/12/24	-0.16	148.800		131.120	17.680	13.48	5.45
		GSK	2,526.387	8/12/24	0.42	2,298.080		2,093.890	204.190	9.75	4.48
		BP	706.488	8/12/24	1.35	649.114		678.268	-29.154	-4.30	-8.32
	L	Anglo American	3,587.887	8/12/24	0.29	3,405.479		3,984.642	-579.162	-14.53	-15.14
		⇓instrument	freshest		⇓ Δday	5/14/12	Δwk	8/15/11	prc diff	⇓ Δ39	⇓∅-RS
	L	RWE	41.803	8/12/24	1.70	40.265		39.906	0.360	0.90	-4.71
	L	DuPont	78.330	8/12/24	-0.25						-na-
	S	Orange	13.067	8/12/24	-0.25	13.105		18.837	-5.732	-30.43	-21.75
		Carrefour	17.736	8/12/24	-0.36	18.085		28.021	-9.935	-35.46	-29.31
	S	Ford Motor	9.860	8/12/24	-2.38	10.320		11.350	-1.030	-9.07	-12.15
		IBM	189.480	8/12/24	-1.03	199.440		172.990	26.450	15.29	9.16
		Repsol	16.490	8/12/24	0.67	17.827		27.351	-9.524	-34.82	-35.41
	S	Engie	19.810	8/12/24	0.49	21.515		29.780	-8.265	-27.75	-24.32
		Prudential	1,021.162	8/12/24	0.41	1,149.892		1,024.645	125.246	12.22	8.74
		E.on	15.921	8/12/24	0.78	18.226		19.761	-1.535	-7.77	-13.53
		Banco Santander	5.282	8/12/24	-0.24	6.101		9.028	-2.927	-32.42	-26.18
		Vivendi	12.257	8/12/24	0.40	16.057		21.711	-5.654	-26.04	-23.25
	S	Intel	19.360	8/12/24	-1.78	27.015		20.890	6.125	29.32	13.31
	S	BASF	53.326	8/12/24	-0.22	74.524		77.401	-2.877	-3.72	-3.41
	S	Volkswagen	120.783	8/12/24	-0.47	174.264		166.300	7.964	4.79	2.69
		UnibailRodaWestfield	5.566	8/12/24	0.73	9.638		8.305	1.333	16.05	9.13
		Standard Chartered	1,160.338	8/12/24	0.92	2,197.731		2,312.980	-115.249	-4.98	-6.21
		Deutsche Bank	17.191	8/12/24	0.14	32.858		37.565	-4.708	-12.53	-9.93
	S	Nissan Motor	5.132	8/09/24	-0.56	10.046		9.163	0.883	9.63	5.88
	L	Bayer	33.535	8/12/24	-0.04	66.541		65.880	0.660	1.00	-1.58
	L	Vodafone	119.634	8/12/24	0.87	272.647		273.130	-0.483	-0.18	0.98
		Telefónica	5.209	8/12/24	0.12	14.068		20.597	-6.529	-31.70	-24.92
SP Global 100 - 95 out of 96 instruments rated - 5/14/12 / 8/15/11 - 46 did rise, Market-Ratio(39) in USD = 48.42 %

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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