Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 6/25/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/25/12	⇓ Δwk	9/26/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,132.210		1,060.660	71.550	6.75	USD	-3.58
	L	Apple	217.530	8/12/24	0.71	20.384		14.399	5.986	41.57	USD	29.52
	L	Walmart	68.700	8/12/24	1.10	22.727		17.277	5.450	31.55	USD	18.62
		Swiss Re	104.000	8/12/24	0.10	56.850		40.050	16.800	41.95	CHF	17.43
	S	Diageo	2,451.500	8/12/24	1.03	1,587.000		1,235.000	352.000	28.50	GBP	15.72
		Samsung Electronics	75,500.000	8/12/24	1.07	22,780.000		16,800.000	5,980.000	35.60	KRW	14.07
	L	Fox A	38.830	8/12/24	-1.27	20.085		16.340	3.745	22.92	USD	13.07
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.620		7.620	2.000	26.25	AUD	12.81
	L	Philip Morris	116.090	8/12/24	0.07	83.990		64.580	19.410	30.06	USD	11.36
		Merck (MSD)	113.480	8/12/24	-0.93	39.785		31.610	8.175	25.86	USD	11.27
		General Electric	166.870	8/12/24	-0.16	156.160		124.560	31.600	25.37	USD	10.67
	L	Pfizer	28.450	8/12/24	-0.35	22.470		17.770	4.700	26.45	USD	10.25
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	49.660		45.445	4.215	9.27	USD	8.38
	L	Bayer	25.960	8/12/24	-0.04	52.970		41.100	11.870	28.88	EUR	7.92
		Prudential	635.400	8/12/24	0.41	712.000		561.000	151.000	26.92	GBP	7.68
	S	Bristol-Myers	47.060	8/12/24	0.73	34.130		30.940	3.190	10.31	USD	7.59
		Sanofi	95.670	8/12/24	-0.60	57.310		48.100	9.210	19.15	EUR	7.56
	L	Coca-Cola	68.170	8/12/24	-0.74	37.385		34.380	3.005	8.74	USD	7.54
	S	Intel	19.360	8/12/24	-1.78	26.050		22.240	3.810	17.13	USD	7.19
		Microsoft	406.810	8/12/24	0.19	29.865		25.440	4.425	17.39	USD	7.03
		GSK	1,572.000	8/12/24	0.42	1,489.380		1,339.280	150.100	11.21	GBP	6.82
	L	Nestlé	88.640	8/12/24	-0.40	55.800		49.020	6.780	13.83	CHF	6.11
		Toyota	2,447.500	8/09/24	-0.14	614.000		524.000	90.000	17.18	JPY	6.09
	L	Münchener Rück	439.200	8/12/24	1.01	104.400		85.630	18.770	21.92	EUR	6.08
		PepsiCo	171.420	8/12/24	-0.56	68.610		61.890	6.720	10.86	USD	5.99
		⇓instrument	freshest		⇓ Δday	6/25/12	⇓ Δwk	9/26/11	prc diff	⇓ Δ39	Curr	∅-RS
		L´Oreal	376.650	8/12/24	-1.59	87.550		72.170	15.380	21.31	EUR	5.93
	L	Vodafone	74.440	8/12/24	0.87	178.600		162.500	16.100	9.91	GBP	5.08
	S	National Grid	978.400	8/12/24	-0.04	661.000		623.500	37.500	6.01	GBP	5.07
	L	HSBC	643.900	8/12/24	0.22	558.300		499.900	58.400	11.68	GBP	4.51
	L	Novartis	96.740	8/12/24	0.16	43.330		40.930	2.400	5.86	CHF	4.39
	L	Unilever	55.100	8/12/24	-0.36	25.475		23.115	2.360	10.21	EUR	3.79
		IBM	189.480	8/12/24	-1.03	192.860		174.510	18.350	10.52	USD	3.57
		Seven & i	1,672.500	8/09/24	-0.54	754.330		725.000	29.330	4.05	JPY	3.34
	S	Johnson & Johnson	159.880	8/12/24	-0.46	66.500		62.690	3.810	6.08	USD	3.17
	L	3M	123.360	8/12/24	-0.65	85.850		75.190	10.660	14.18	USD	2.29
		Honda Motor	1,420.000	8/09/24	-0.14	889.000		748.330	140.670	18.80	JPY	2.28
		Shell	33.025	8/12/24	0.93	25.960		22.520	3.440	15.28	EUR	2.01
	S	Kimberly-Clark	34.140	8/12/24	-1.01	25.200		23.190	2.010	8.67	MXN	1.41
		Marsh & McLennan	217.350	8/12/24	-1.23	30.890		27.260	3.630	13.32	USD	1.40
	L	Philips	26.060	8/12/24	-0.91	15.090		13.250	1.840	13.89	EUR	1.28
		Exxon Mobil	119.000	8/12/24	0.13	81.240		71.720	9.520	13.27	USD	0.92
		Bridgestone	5,582.000	8/09/24	-1.33	1,801.000		1,705.000	96.000	5.63	JPY	0.85
		Barclays	220.100	8/12/24	0.85	179.437		144.104	35.333	24.52	GBP	0.65
		Nike	74.640	8/12/24	0.40	24.365		22.328	2.038	9.13	USD	0.48
	L	RWE	32.360	8/12/24	1.70	29.940		25.753	4.187	16.26	EUR	-0.72
		Aegon	5.562	8/12/24	0.22	3.412		2.837	0.575	20.27	EUR	-0.85
	S	Nissan Motor	410.200	8/09/24	-0.56	732.000		632.000	100.000	15.82	JPY	-1.25
		JP Morgan Chase	206.190	8/12/24	0.19	35.320		31.650	3.670	11.60	USD	-1.73
	S	LVMH	635.100	8/12/24	-0.14	114.100		104.850	9.250	8.82	EUR	-3.09
		Chevron	145.020	8/12/24	0.02	99.080		91.490	7.590	8.30	USD	-3.27
		⇓instrument	freshest		⇓ Δday	6/25/12	⇓ Δwk	9/26/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	Alphabet A	162.290	8/12/24	-0.84	14.061		13.338	0.723	5.42	USD	-4.19
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,745.000		2,783.500	-38.500	-1.38	GBP	-4.26
	S	Volkswagen	93.500	8/12/24	-0.47	119.200		102.000	17.200	16.86	EUR	-4.40
		UBS	24.850	8/12/24	0.44	11.050		10.630	0.420	3.95	CHF	-4.61
	L	Raytheon Tech	116.600	8/12/24	0.39	46.413		45.028	1.385	3.07	USD	-4.71
	S	McDonald´s	269.460	8/12/24	0.58	88.120		89.340	-1.220	-1.37	USD	-4.90
	S	BASF	41.280	8/12/24	-0.22	52.740		45.400	7.340	16.17	EUR	-5.74
		Allianz	255.900	8/12/24		73.740		64.500	9.240	14.33	EUR	-6.19
		Standard Chartered	722.000	8/12/24	0.92	1,354.500		1,275.500	79.000	6.19	GBP	-6.27
		E.on	12.325	8/12/24	0.78	13.973		13.955	0.018	0.13	EUR	-7.09
	L	Procter & Gamble	166.810	8/12/24	-2.19	59.310		62.540	-3.230	-5.16	USD	-7.51
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.278		8.457	-0.179	-2.12	EUR	-7.71
		Schneider Electric	211.250	8/12/24	0.38	41.100		37.890	3.210	8.47	EUR	-7.93
		Canon	4,525.000	8/09/24	1.64	3,223.000		3,371.000	-148.000	-4.39	JPY	-8.06
		TotalEnergies	61.720	8/12/24	0.60	33.835		31.315	2.520	8.05	EUR	-8.41
		Vivendi	9.488	8/12/24	0.40	13.570		14.317	-0.747	-5.22	EUR	-8.51
		BP	439.600	8/12/24	1.35	402.050		384.700	17.350	4.51	GBP	-8.52
		Panasonic	1,058.500	8/09/24	1.34	637.000		717.000	-80.000	-11.16	JPY	-8.93
		Deutsche Bank	13.308	8/12/24	0.14	23.299		21.379	1.920	8.98	EUR	-9.90
	L	Texas Instruments	192.060	8/12/24	-0.08	26.975		27.400	-0.425	-1.55	USD	-10.20
	L	Ericsson	71.080	8/12/24	1.14	61.300		66.650	-5.350	-8.03	SEK	-10.22
		Axa	32.350	8/12/24	-0.77	9.700		8.979	0.721	8.03	EUR	-10.71
		Citigroup	57.840	8/12/24		26.750		26.720	0.030	0.11	USD	-11.54
	S	Engie	15.335	8/12/24	0.49	17.575		21.025	-3.450	-16.41	EUR	-11.76
	S	Ford Motor	9.860	8/12/24	-2.38	10.010		10.080	-0.070	-0.69	USD	-11.83
		⇓instrument	freshest		⇓ Δday	6/25/12	⇓ Δwk	9/26/11	prc diff	⇓ Δ39	Curr	∅-RS
		BHP	2,094.000	8/12/24	-0.14	1,726.000		1,747.000	-21.000	-1.20	GBP	-12.12
	S	Mercedes-Benz	57.480	8/12/24	-0.57	33.875		32.145	1.730	5.38	EUR	-12.71
		Siemens	157.200	8/12/24	0.01	62.167		64.438	-2.271	-3.52	EUR	-12.85
		Caterpillar	336.030	8/12/24	-0.66	82.890		76.850	6.040	7.86	USD	-13.15
	L	ABB	45.510	8/12/24	0.55	14.970		15.250	-0.280	-1.84	CHF	-13.97
	L	Goldman Sachs	485.500	8/12/24	-0.97	91.220		99.140	-7.920	-7.99	USD	-14.87
		Rio Tinto	4,942.000	8/12/24	0.56	2,872.500		2,964.500	-92.000	-3.10	GBP	-16.06
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.065		5.787	-0.722	-12.48	EUR	-16.44
		Banco Santander	4.089	8/12/24	-0.24	4.780		5.797	-1.017	-17.54	EUR	-16.67
	L	Anglo American	2,232.500	8/12/24	0.29	2,009.500		2,264.000	-254.500	-11.24	GBP	-17.03
		Societe Generale	20.520	8/12/24	0.44	16.745		17.550	-0.805	-4.59	EUR	-17.15
	S	Orange	10.115	8/12/24	-0.25	9.715		11.715	-2.000	-17.07	EUR	-17.45
		Saint-Gobain	73.560	8/12/24	-0.41	26.590		27.565	-0.975	-3.54	EUR	-17.72
		ING Groep	15.232	8/12/24	0.21	4.752		4.996	-0.244	-4.88	EUR	-18.48
		Aviva	484.200	8/12/24	0.35	263.200		295.000	-31.800	-10.78	GBP	-18.82
	L	Morgan Stanley	94.840	8/12/24	0.13	13.480		14.610	-1.130	-7.73	USD	-19.03
		Carrefour	13.730	8/12/24	-0.36	14.015		15.755	-1.740	-11.04	EUR	-19.65
	S	Sony	12,325.000	8/09/24	0.28	1,130.000		1,440.000	-310.000	-21.53	JPY	-22.91
	L	HP	33.780	8/12/24	0.72	8.876		10.313	-1.437	-13.94	USD	-24.90
		Telefónica	4.032	8/12/24	0.12	9.677		13.830	-4.153	-30.03	EUR	-25.22
		Repsol	12.765	8/12/24	0.67	11.500		18.925	-7.425	-39.23	EUR	-39.01
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 6/25/12 / 9/26/11 - 65 did rise, Market-Ratio(39) = 68.42 %

Technical Chart

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

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

Transactions SP Global 100 * 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


	is taking down something concerning