Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 6/18/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/18/12	⇓ Δwk	9/19/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,153.370		1,095.930	57.440	5.24	USD	-1.93
	L	Apple	217.530	8/12/24	0.71	20.921		14.701	6.220	42.31	USD	34.57
		Samsung Electronics	75,500.000	8/12/24	1.07	23,640.000		15,160.000	8,480.000	55.94	KRW	19.12
	L	Walmart	68.700	8/12/24	1.10	22.707		17.483	5.223	29.88	USD	19.07
	L	Philip Morris	116.090	8/12/24	0.07	88.130		67.910	20.220	29.77	USD	17.38
	S	Diageo	2,451.500	8/12/24	1.03	1,602.000		1,208.000	394.000	32.62	GBP	17.35
		Swiss Re	104.000	8/12/24	0.10	56.000		39.200	16.800	42.86	CHF	16.05
	L	Fox A	38.830	8/12/24	-1.27	20.090		16.890	3.200	18.95	USD	13.56
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.660		7.760	1.900	24.48	AUD	13.47
	S	Intel	19.360	8/12/24	-1.78	27.420		21.930	5.490	25.03	USD	13.37
		General Electric	166.870	8/12/24	-0.16	158.000		129.440	28.560	22.06	USD	12.10
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	50.835		46.660	4.175	8.95	USD	11.21
	L	Pfizer	28.450	8/12/24	-0.35	22.620		18.060	4.560	25.25	USD	11.21
		L´Oreal	376.650	8/12/24	-1.59	91.330		72.980	18.350	25.14	EUR	10.62
	L	Coca-Cola	68.170	8/12/24	-0.74	37.990		35.245	2.745	7.79	USD	9.58
	S	Bristol-Myers	47.060	8/12/24	0.73	34.580		30.720	3.860	12.57	USD	9.48
		Merck (MSD)	113.480	8/12/24	-0.93	38.850		32.250	6.600	20.47	USD	8.82
	L	Bayer	25.960	8/12/24	-0.04	53.320		38.280	15.040	39.29	EUR	8.49
		PepsiCo	171.420	8/12/24	-0.56	69.600		60.560	9.040	14.93	USD	7.53
		Microsoft	406.810	8/12/24	0.19	29.840		27.210	2.630	9.67	USD	7.36
		IBM	189.480	8/12/24	-1.03	198.290		173.130	25.160	14.53	USD	6.88
		Prudential	635.400	8/12/24	0.41	705.000		586.500	118.500	20.20	GBP	6.63
	L	Nestlé	88.640	8/12/24	-0.40	55.900		48.630	7.270	14.95	CHF	6.41
		Sanofi	95.670	8/12/24	-0.60	56.320		47.510	8.810	18.54	EUR	5.86
	L	Münchener Rück	439.200	8/12/24	1.01	103.750		82.940	20.810	25.09	EUR	5.44
		⇓instrument	freshest		⇓ Δday	6/18/12	⇓ Δwk	9/19/11	prc diff	⇓ Δ39	Curr	∅-RS
		GSK	1,572.000	8/12/24	0.42	1,464.190		1,314.600	149.590	11.38	GBP	5.28
		Nike	74.640	8/12/24	0.40	25.350		22.550	2.800	12.42	USD	4.97
		Toyota	2,447.500	8/09/24	-0.14	607.000		542.000	65.000	11.99	JPY	4.79
	L	Unilever	55.100	8/12/24	-0.36	25.620		22.475	3.145	13.99	EUR	4.67
	S	National Grid	978.400	8/12/24	-0.04	653.500		626.000	27.500	4.39	GBP	4.11
		Shell	33.025	8/12/24	0.93	26.410		23.620	2.790	11.81	EUR	3.98
	L	3M	123.360	8/12/24	-0.65	87.310		79.210	8.100	10.23	USD	3.92
	L	Novartis	96.740	8/12/24	0.16	43.000		40.600	2.400	5.91	CHF	3.61
		Exxon Mobil	119.000	8/12/24	0.13	83.110		73.700	9.410	12.77	USD	3.32
	L	Vodafone	74.440	8/12/24	0.87	174.900		161.150	13.750	8.53	GBP	3.05
	S	Johnson & Johnson	159.880	8/12/24	-0.46	66.300		64.140	2.160	3.37	USD	2.85
		Marsh & McLennan	217.350	8/12/24	-1.23	31.200		28.190	3.010	10.68	USD	2.50
	L	HSBC	643.900	8/12/24	0.22	546.700		511.200	35.500	6.94	GBP	2.15
		Seven & i	1,672.500	8/09/24	-0.54	743.330		708.000	35.330	4.99	JPY	1.89
		Barclays	220.100	8/12/24	0.85	181.100		141.055	40.045	28.39	GBP	1.15
		Chevron	145.020	8/12/24	0.02	103.460		98.710	4.750	4.81	USD	1.08
	S	LVMH	635.100	8/12/24	-0.14	118.350		111.400	6.950	6.24	EUR	0.61
	S	Nissan Motor	410.200	8/09/24	-0.56	745.000		691.000	54.000	7.81	JPY	0.37
	S	Volkswagen	93.500	8/12/24	-0.47	124.950		108.900	16.050	14.74	EUR	0.11
	S	BASF	41.280	8/12/24	-0.22	56.100		46.475	9.625	20.71	EUR	0.06
	S	Kimberly-Clark	34.140	8/12/24	-1.01	24.800		23.810	0.990	4.16	MXN	-0.21
	L	Philips	26.060	8/12/24	-0.91	14.775		12.875	1.900	14.76	EUR	-1.15
	L	Alphabet A	162.290	8/12/24	-0.84	14.315		13.709	0.606	4.42	USD	-2.11
		Aegon	5.562	8/12/24	0.22	3.376		2.941	0.435	14.79	EUR	-2.36
	L	RWE	32.360	8/12/24	1.70	29.540		24.916	4.624	18.56	EUR	-2.44
		⇓instrument	freshest		⇓ Δday	6/18/12	⇓ Δwk	9/19/11	prc diff	⇓ Δ39	Curr	∅-RS
	S	McDonald´s	269.460	8/12/24	0.58	90.240		88.810	1.430	1.61	USD	-2.44
	L	Procter & Gamble	166.810	8/12/24	-2.19	62.290		63.810	-1.520	-2.38	USD	-2.95
	L	Raytheon Tech	116.600	8/12/24	0.39	47.200		47.546	-0.346	-0.73	USD	-3.33
		UBS	24.850	8/12/24	0.44	11.240		10.070	1.170	11.62	CHF	-3.46
		Honda Motor	1,420.000	8/09/24	-0.14	840.000		811.670	28.330	3.49	JPY	-3.60
		Bridgestone	5,582.000	8/09/24	-1.33	1,717.000		1,768.000	-51.000	-2.88	JPY	-3.87
		JP Morgan Chase	206.190	8/12/24	0.19	34.620		32.490	2.130	6.56	USD	-3.96
		BP	439.600	8/12/24	1.35	420.700		407.400	13.300	3.26	GBP	-4.31
		Standard Chartered	722.000	8/12/24	0.92	1,368.500		1,337.000	31.500	2.36	GBP	-5.54
		TotalEnergies	61.720	8/12/24	0.60	34.795		32.155	2.640	8.21	EUR	-5.98
		Allianz	255.900	8/12/24		74.189		63.730	10.459	16.41	EUR	-6.01
		Schneider Electric	211.250	8/12/24	0.38	42.100		40.245	1.855	4.61	EUR	-6.13
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,683.000		2,797.500	-114.500	-4.09	GBP	-6.65
	L	Texas Instruments	192.060	8/12/24	-0.08	28.020		27.700	0.320	1.16	USD	-6.93
		BHP	2,094.000	8/12/24	-0.14	1,829.000		1,935.000	-106.000	-5.48	GBP	-7.24
	L	Ericsson	71.080	8/12/24	1.14	63.600		65.400	-1.800	-2.75	SEK	-7.35
		Deutsche Bank	13.308	8/12/24	0.14	23.971		20.396	3.575	17.53	EUR	-7.88
		Canon	4,525.000	8/09/24	1.64	3,228.000		3,388.000	-160.000	-4.72	JPY	-8.19
		E.on	12.325	8/12/24	0.78	13.823		13.791	0.032	0.23	EUR	-8.47
		Vivendi	9.488	8/12/24	0.40	13.595		14.835	-1.240	-8.36	EUR	-8.80
	S	Ford Motor	9.860	8/12/24	-2.38	10.340		10.540	-0.200	-1.90	USD	-9.31
		Caterpillar	336.030	8/12/24	-0.66	86.740		84.600	2.140	2.53	USD	-9.34
		Citigroup	57.840	8/12/24		27.550		27.710	-0.160	-0.58	USD	-9.43
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.097		8.325	-0.228	-2.74	EUR	-10.17
		Siemens	157.200	8/12/24	0.01	64.244		66.572	-2.328	-3.50	EUR	-10.47
		⇓instrument	freshest		⇓ Δday	6/18/12	⇓ Δwk	9/19/11	prc diff	⇓ Δ39	Curr	∅-RS
	S	Mercedes-Benz	57.480	8/12/24	-0.57	34.740		35.400	-0.660	-1.86	EUR	-11.00
		Axa	32.350	8/12/24	-0.77	9.717		9.306	0.411	4.42	EUR	-11.24
	L	Anglo American	2,232.500	8/12/24	0.29	2,128.500		2,407.000	-278.500	-11.57	GBP	-12.59
	L	ABB	45.510	8/12/24	0.55	15.280		15.920	-0.640	-4.02	CHF	-12.70
	L	Goldman Sachs	485.500	8/12/24	-0.97	93.630		104.810	-11.180	-10.67	USD	-13.21
		Rio Tinto	4,942.000	8/12/24	0.56	2,962.500		3,505.000	-542.500	-15.48	GBP	-13.96
	S	Engie	15.335	8/12/24	0.49	16.830		20.560	-3.730	-18.14	EUR	-16.08
		Societe Generale	20.520	8/12/24	0.44	17.015		17.690	-0.675	-3.82	EUR	-16.89
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.030		5.679	-0.649	-11.43	EUR	-17.68
	L	Morgan Stanley	94.840	8/12/24	0.13	13.820		15.150	-1.330	-8.78	USD	-17.72
		Panasonic	1,058.500	8/09/24	1.34	579.000		776.000	-197.000	-25.39	JPY	-17.94
		Saint-Gobain	73.560	8/12/24	-0.41	26.660		29.790	-3.130	-10.51	EUR	-18.19
	S	Orange	10.115	8/12/24	-0.25	9.668		11.800	-2.132	-18.07	EUR	-18.48
		ING Groep	15.232	8/12/24	0.21	4.787		4.914	-0.127	-2.58	EUR	-18.66
		Banco Santander	4.089	8/12/24	-0.24	4.696		5.671	-0.975	-17.19	EUR	-18.89
	L	HP	33.780	8/12/24	0.72	9.560		10.404	-0.845	-8.12	USD	-19.88
		Aviva	484.200	8/12/24	0.35	260.500		302.400	-41.900	-13.86	GBP	-20.37
		Carrefour	13.730	8/12/24	-0.36	14.030		16.010	-1.980	-12.37	EUR	-20.48
		Telefónica	4.032	8/12/24	0.12	9.503		13.770	-4.267	-30.99	EUR	-27.37
	S	Sony	12,325.000	8/09/24	0.28	1,072.000		1,570.000	-498.000	-31.72	JPY	-27.74
		Repsol	12.765	8/12/24	0.67	12.210		19.340	-7.130	-36.87	EUR	-36.11
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 6/18/12 / 9/19/11 - 63 did rise, Market-Ratio(39) = 66.32 %

Technical Chart

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

1/03/22	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	6727	days out of 7469 invested (90%)								492		59,187	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	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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