Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Dollar - 5/28/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/28/12	Δwk	8/29/11	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,129.840		1,141.940	-12.100	-1.06	-4.69
		Microsoft	406.810	8/12/24	0.19	29.560		25.840	3.720	14.40	7.48
	S	Sony	154.763	8/09/24	0.28	13.373		21.294	-7.921	-37.20	-32.12
	L	Alphabet A	162.290	8/12/24	-0.84	14.905		13.519	1.386	10.25	2.62
	L	Apple	217.530	8/12/24	0.71	20.438		13.927	6.511	46.75	35.46
	L	Morgan Stanley	94.840	8/12/24	0.13	13.640		17.320	-3.680	-21.25	-21.43
		Marsh & McLennan	217.350	8/12/24	-1.23	32.460		29.740	2.720	9.15	6.96
	L	Texas Instruments	192.060	8/12/24	-0.08	29.360		26.160	3.200	12.23	-3.45
		JP Morgan Chase	206.190	8/12/24	0.19	33.630		37.640	-4.010	-10.65	-8.04
	S	LVMH	795.971	8/12/24	-0.14	148.641		164.056	-15.415	-9.40	-6.94
	L	Goldman Sachs	485.500	8/12/24	-0.97	97.860		116.070	-18.210	-15.69	-11.20
	L	AstraZeneca	20,033.988	8/12/24	0.63	4,103.205		4,689.505	-586.300	-12.50	-11.24
		Schneider Electric	264.760	8/12/24	0.38	54.600		65.419	-10.819	-16.54	-11.36
	L	Münchener Rück	550.449	8/12/24	1.01	128.275		129.288	-1.012	-0.78	-4.19
		L´Oreal	472.055	8/12/24	-1.59	113.687		113.730	-0.043	-0.04	1.72
		Toyota	30.733	8/09/24	-0.14	7.647		7.172	0.475	6.63	3.22
		Caterpillar	336.030	8/12/24	-0.66	92.520		88.150	4.370	4.96	-4.12
		Axa	40.544	8/12/24	-0.77	11.669		15.180	-3.511	-23.13	-23.18
		Allianz	320.719	8/12/24		94.455		99.855	-5.400	-5.41	-12.99
		Bridgestone	70.092	8/09/24	-1.33	21.146		21.685	-0.540	-2.49	-7.35
	L	HP	33.780	8/12/24	0.72	10.354		11.862	-1.508	-12.71	-15.61
		ING Groep	19.090	8/12/24	0.21	5.978		8.156	-2.177	-26.70	-27.14
	L	Walmart	68.700	8/12/24	1.10	21.893		17.730	4.163	23.48	16.13
	L	Deutsche Telekom	30.994	8/12/24	0.49	10.145		13.958	-3.813	-27.32	-18.11
		Samsung Electronics	63.534	8/12/24	1.07	20.836		13.594	7.242	53.28	19.39
		⇓instrument	freshest		⇓ Δday	5/28/12	Δwk	8/29/11	prc diff	⇓ Δ39	⇓∅-RS
		Merck (MSD)	113.480	8/12/24	-0.93	37.590		32.460	5.130	15.80	5.60
	S	McDonald´s	269.460	8/12/24	0.58	90.900		90.790	0.110	0.12	-1.22
	L	ABB	47.484	8/12/24	0.55	16.496		20.773	-4.277	-20.59	-18.11
		Nike	74.640	8/12/24	0.40	27.730		22.135	5.595	25.28	16.72
	L	Procter & Gamble	166.810	8/12/24	-2.19	62.950		63.090	-0.140	-0.22	-2.23
	S	Johnson & Johnson	159.880	8/12/24	-0.46	62.590		65.860	-3.270	-4.97	-3.28
		PepsiCo	171.420	8/12/24	-0.56	69.330		64.160	5.170	8.06	7.00
	L	Raytheon Tech	116.600	8/12/24	0.39	47.256		46.488	0.768	1.65	-3.98
		Saint-Gobain	92.193	8/12/24	-0.41	38.013		48.622	-10.610	-21.82	-15.78
		Siemens	197.019	8/12/24	0.01	82.863		98.999	-16.136	-16.30	-16.23
	L	Novartis	100.936	8/12/24	0.16	43.644		47.946	-4.301	-8.97	-7.31
		UBS	25.928	8/12/24	0.44	11.707		13.952	-2.245	-16.09	-12.45
	L	Unilever	69.057	8/12/24	-0.36	31.790		33.485	-1.695	-5.06	-3.86
		Citigroup	57.840	8/12/24		27.020		31.290	-4.270	-13.65	-13.20
		Seven & i	21.001	8/09/24	-0.54	9.845		8.606	1.238	14.39	6.68
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	49.680		44.885	4.795	10.68	9.57
		Panasonic	13.291	8/09/24	1.34	6.567		10.288	-3.721	-36.17	-29.18
	L	Fox A	38.830	8/12/24	-1.27	19.690		17.325	2.365	13.65	11.98
		Banco Bilbao Viz	11.184	8/12/24	0.27	5.969		8.653	-2.684	-31.01	-29.69
		Swiss Re	108.511	8/12/24	0.10	58.168		51.443	6.725	13.07	6.87
	L	Philips	32.661	8/12/24	-0.91	18.016		20.277	-2.261	-11.15	-12.31
	L	Coca-Cola	68.170	8/12/24	-0.74	37.730		34.865	2.865	8.22	9.61
		Aviva	759.034	8/12/24	0.35	423.097		539.661	-116.565	-21.60	-20.79
		TotalEnergies	77.354	8/12/24	0.60	43.947		48.086	-4.139	-8.61	-13.13
		Sanofi	119.903	8/12/24	-0.60	68.606		72.292	-3.686	-5.10	-4.94
		⇓instrument	freshest		⇓ Δday	5/28/12	Δwk	8/29/11	prc diff	⇓ Δ39	⇓∅-RS
		Rio Tinto	7,747.103	8/12/24	0.56	4,479.430		6,012.878	-1,533.448	-25.50	-19.95
		Honda Motor	17.831	8/09/24	-0.14	10.535		10.510	0.025	0.24	-6.08
	S	Diageo	3,842.983	8/12/24	1.03	2,372.570		1,972.375	400.195	20.29	10.28
		Aegon	6.971	8/12/24	0.22	4.323		4.328	-0.005	-0.12	-9.34
	L	Nestlé	92.485	8/12/24	-0.40	57.438		62.691	-5.254	-8.38	-3.20
	S	Mercedes-Benz	72.040	8/12/24	-0.57	47.437		52.494	-5.056	-9.63	-11.67
		Exxon Mobil	119.000	8/12/24	0.13	81.930		74.120	7.810	10.54	1.78
		Chevron	145.020	8/12/24	0.02	100.240		98.740	1.500	1.52	-2.20
	S	National Grid	1,533.744	8/12/24	-0.04	1,063.620		1,003.374	60.246	6.00	6.98
	L	3M	123.360	8/12/24	-0.65	85.730		82.100	3.630	4.42	1.56
	S	Bristol-Myers	47.060	8/12/24	0.73	33.340		29.290	4.050	13.83	6.69
		Canon	56.820	8/09/24	1.64	41.362		46.396	-5.033	-10.85	-8.50
	S	Kimberly-Clark	2.434	8/12/24	-1.01	1.775		2.063	-0.288	-13.94	-7.70
	L	Philip Morris	116.090	8/12/24	0.07	85.590		70.500	15.090	21.40	15.25
		Barclays	345.030	8/12/24	0.85	262.099		250.086	12.013	4.80	-9.64
		Shell	41.390	8/12/24	0.93	31.520		32.340	-0.820	-2.53	-8.57
	L	Pfizer	28.450	8/12/24	-0.35	22.180		18.880	3.300	17.48	9.35
		Societe Generale	25.718	8/12/24	0.44	20.241		32.043	-11.802	-36.83	-29.72
	L	HSBC	1,009.381	8/12/24	0.22	800.105		859.170	-59.064	-6.87	-6.92
		BHP	3,282.564	8/12/24	-0.14	2,690.793		3,343.216	-652.423	-19.51	-15.61
	L	Anglo American	3,499.678	8/12/24	0.29	3,161.859		4,064.238	-902.379	-22.20	-20.11
		BP	689.119	8/12/24	1.35	626.572		650.802	-24.230	-3.72	-11.06
	L	Ericsson	9.918	8/12/24	1.14	9.028		11.344	-2.316	-20.42	-14.09
		GSK	2,464.275	8/12/24	0.42	2,248.698		2,121.277	127.421	6.01	2.07
	L	RWE	40.557	8/12/24	1.70	37.223		37.499	-0.276	-0.74	-10.70
		⇓instrument	freshest		⇓ Δday	5/28/12	Δwk	8/29/11	prc diff	⇓ Δ39	⇓∅-RS
		General Electric	166.870	8/12/24	-0.16	154.800		128.320	26.480	20.64	9.85
	L	DuPont	78.330	8/12/24	-0.25						-na-
	S	Orange	12.677	8/12/24	-0.25	12.853		18.863	-6.011	-31.86	-21.70
		IBM	189.480	8/12/24	-1.03	196.460		172.620	23.840	13.81	6.85
		Carrefour	17.208	8/12/24	-0.36	17.885		27.323	-9.439	-34.54	-27.87
	S	Engie	19.219	8/12/24	0.49	20.347		31.253	-10.905	-34.89	-26.87
		Prudential	996.056	8/12/24	0.41	1,072.242		978.822	93.420	9.54	1.63
		Banco Santander	5.125	8/12/24	-0.24	5.523		8.743	-3.220	-36.83	-31.53
		Repsol	15.998	8/12/24	0.67	17.314		27.396	-10.082	-36.80	-35.58
	S	Ford Motor	9.860	8/12/24	-2.38	10.840		10.930	-0.090	-0.82	-6.44
		E.on	15.447	8/12/24	0.78	17.392		19.897	-2.504	-12.59	-16.35
	S	Intel	19.360	8/12/24	-1.78	26.090		20.295	5.795	28.55	8.89
		Vivendi	11.891	8/12/24	0.40	16.305		22.520	-6.214	-27.60	-20.67
	S	BASF	51.736	8/12/24	-0.22	71.451		70.117	1.333	1.90	-6.77
	S	Volkswagen	117.184	8/12/24	-0.47	161.901		162.389	-0.488	-0.30	-4.50
		UnibailRodaWestfield	5.422	8/12/24	0.73	9.349		8.511	0.838	9.84	6.01
	S	Nissan Motor	5.151	8/09/24	-0.56	9.355		8.854	0.501	5.66	-1.33
		Standard Chartered	1,131.811	8/12/24	0.92	2,083.347		2,229.356	-146.010	-6.55	-10.51
		Deutsche Bank	16.679	8/12/24	0.14	31.116		33.818	-2.703	-7.99	-13.39
	L	Bayer	32.536	8/12/24	-0.04	63.918		64.463	-0.544	-0.84	-4.80
	L	Vodafone	116.692	8/12/24	0.87	270.569		265.984	4.584	1.72	0.34
		Telefónica	5.053	8/12/24	0.12	11.831		20.444	-8.612	-42.13	-35.36
SP Global 100 - 95 out of 96 instruments rated - 5/28/12 / 8/29/11 - 38 did rise, Market-Ratio(39) in USD = 40.00 %

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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