Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 9/17/12 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	9/17/12	⇓ Δwk	12/19/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,274.220		1,110.230	163.990	14.77	USD	8.39
	L	Apple	217.530	8/12/24	0.71	24.992		13.650	11.342	83.09	USD	40.95
		Societe Generale	20.520	8/12/24	0.44	25.030		16.450	8.580	52.16	EUR	32.47
	L	Fox A	38.830	8/12/24	-1.27	24.600		16.750	7.850	46.87	USD	28.17
		Aegon	5.562	8/12/24	0.22	4.495		2.873	1.622	56.46	EUR	27.86
	L	Bayer	25.960	8/12/24	-0.04	65.570		44.750	20.820	46.53	EUR	27.72
	L	Philips	26.060	8/12/24	-0.91	18.885		14.650	4.235	28.91	EUR	23.33
		Prudential	635.400	8/12/24	0.41	841.000		608.000	233.000	38.32	GBP	21.95
		Axa	32.350	8/12/24	-0.77	12.945		9.974	2.971	29.79	EUR	21.85
	L	Münchener Rück	439.200	8/12/24	1.01	124.350		89.990	34.360	38.18	EUR	20.88
		ING Groep	15.232	8/12/24	0.21	6.811		5.134	1.677	32.66	EUR	20.84
		Allianz	255.900	8/12/24		95.820		72.163	23.657	32.78	EUR	20.37
		Barclays	220.100	8/12/24	0.85	210.613		153.295	57.318	37.39	GBP	19.97
		General Electric	166.870	8/12/24	-0.16	176.400		134.880	41.520	30.78	USD	19.70
	L	Walmart	68.700	8/12/24	1.10	24.663		19.260	5.403	28.05	USD	19.65
		Sanofi	95.670	8/12/24	-0.60	66.800		53.660	13.140	24.49	EUR	19.44
		Swiss Re	104.000	8/12/24	0.10	62.700		46.630	16.070	34.46	CHF	19.03
	S	Volkswagen	93.500	8/12/24	-0.47	151.100		115.600	35.500	30.71	EUR	18.31
	S	BASF	41.280	8/12/24	-0.22	66.650		51.150	15.500	30.30	EUR	17.51
	L	Alphabet A	162.290	8/12/24	-0.84	17.804		15.594	2.211	14.18	USD	17.25
		Citigroup	57.840	8/12/24		34.060		24.820	9.240	37.23	USD	16.90
		Deutsche Bank	13.308	8/12/24	0.14	28.998		23.124	5.874	25.40	EUR	16.51
	L	Goldman Sachs	485.500	8/12/24	-0.97	119.900		87.700	32.200	36.72	USD	16.51
		Samsung Electronics	75,500.000	8/12/24	1.07	26,040.000		21,360.000	4,680.000	21.91	KRW	16.38
	L	RWE	32.360	8/12/24	1.70	35.730		26.015	9.715	37.34	EUR	16.17
		⇓instrument	freshest		⇓ Δday	9/17/12	⇓ Δwk	12/19/11	prc diff	⇓ Δ39	Curr	∅-RS
		Merck (MSD)	113.480	8/12/24	-0.93	44.000		36.470	7.530	20.65	USD	16.08
		Schneider Electric	211.250	8/12/24	0.38	51.570		37.285	14.285	38.31	EUR	15.93
		JP Morgan Chase	206.190	8/12/24	0.19	41.190		30.700	10.490	34.17	USD	15.33
	S	Kimberly-Clark	34.140	8/12/24	-1.01	29.300		24.300	5.000	20.58	MXN	15.25
		Aviva	484.200	8/12/24	0.35	359.200		284.900	74.300	26.08	GBP	15.19
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.230		8.020	2.210	27.56	AUD	14.99
		Banco Santander	4.089	8/12/24	-0.24	6.240		5.600	0.640	11.43	EUR	14.75
		E.on	12.325	8/12/24	0.78	17.482		14.600	2.882	19.74	EUR	14.69
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.672		6.200	0.472	7.61	EUR	14.40
	S	Diageo	2,451.500	8/12/24	1.03	1,683.500		1,354.000	329.500	24.34	GBP	14.02
	L	Morgan Stanley	94.840	8/12/24	0.13	17.800		14.160	3.640	25.71	USD	13.74
		L´Oreal	376.650	8/12/24	-1.59	97.110		77.710	19.400	24.96	EUR	12.97
	L	Philip Morris	116.090	8/12/24	0.07	90.690		75.430	15.260	20.23	USD	12.84
	L	Pfizer	28.450	8/12/24	-0.35	24.020		21.140	2.880	13.62	USD	12.15
		Chevron	145.020	8/12/24	0.02	117.140		99.720	17.420	17.47	USD	12.11
		Toyota	2,447.500	8/09/24	-0.14	650.000		497.000	153.000	30.78	JPY	11.29
		Exxon Mobil	119.000	8/12/24	0.13	91.910		79.530	12.380	15.57	USD	10.97
		Marsh & McLennan	217.350	8/12/24	-1.23	34.800		30.290	4.510	14.89	USD	10.80
		TotalEnergies	61.720	8/12/24	0.60	41.420		36.525	4.895	13.40	EUR	10.52
	L	3M	123.360	8/12/24	-0.65	93.780		77.820	15.960	20.51	USD	10.48
		Siemens	157.200	8/12/24	0.01	76.887		69.134	7.753	11.21	EUR	10.44
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.762		8.892	0.870	9.78	EUR	10.27
		UBS	24.850	8/12/24	0.44	12.400		10.800	1.600	14.81	CHF	10.09
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	52.575		44.955	7.620	16.95	USD	9.94
	L	HSBC	643.900	8/12/24	0.22	583.200		478.250	104.950	21.94	GBP	9.39
		⇓instrument	freshest		⇓ Δday	9/17/12	⇓ Δwk	12/19/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	ABB	45.510	8/12/24	0.55	18.450		16.800	1.650	9.82	CHF	8.02
		Microsoft	406.810	8/12/24	0.19	31.210		25.530	5.680	22.25	USD	7.90
		IBM	189.480	8/12/24	-1.03	207.150		182.890	24.260	13.26	USD	7.83
	L	Novartis	96.740	8/12/24	0.16	46.330		44.000	2.330	5.30	CHF	7.33
	L	Unilever	55.100	8/12/24	-0.36	27.470		25.385	2.085	8.21	EUR	7.32
	L	Nestlé	88.640	8/12/24	-0.40	58.550		52.200	6.350	12.16	CHF	7.19
	L	Procter & Gamble	166.810	8/12/24	-2.19	69.250		64.950	4.300	6.62	USD	7.13
	L	Coca-Cola	68.170	8/12/24	-0.74	38.350		33.685	4.665	13.85	USD	7.08
	L	Raytheon Tech	116.600	8/12/24	0.39	51.699		45.154	6.545	14.49	USD	6.73
		PepsiCo	171.420	8/12/24	-0.56	70.390		64.370	6.020	9.35	USD	6.43
		BHP	2,094.000	8/12/24	-0.14	2,025.500		1,816.500	209.000	11.51	GBP	6.29
		Vivendi	9.488	8/12/24	0.40	15.535		15.479	0.056	0.36	EUR	5.81
		Shell	33.025	8/12/24	0.93	27.910		26.920	0.990	3.68	EUR	5.64
		Standard Chartered	722.000	8/12/24	0.92	1,514.000		1,351.500	162.500	12.02	GBP	5.59
	S	National Grid	978.400	8/12/24	-0.04	679.000		607.500	71.500	11.77	GBP	5.00
	S	Johnson & Johnson	159.880	8/12/24	-0.46	68.250		63.530	4.720	7.43	USD	4.82
		Carrefour	13.730	8/12/24	-0.36	17.085		16.590	0.495	2.98	EUR	4.52
	S	Mercedes-Benz	57.480	8/12/24	-0.57	39.800		31.345	8.455	26.97	EUR	4.51
		Honda Motor	1,420.000	8/09/24	-0.14	891.330		744.670	146.660	19.69	JPY	4.40
		Bridgestone	5,582.000	8/09/24	-1.33	1,873.000		1,689.000	184.000	10.89	JPY	4.32
	S	LVMH	635.100	8/12/24	-0.14	124.600		104.500	20.100	19.23	EUR	4.12
	S	Engie	15.335	8/12/24	0.49	20.005		19.520	0.485	2.48	EUR	3.84
		Seven & i	1,672.500	8/09/24	-0.54	781.000		693.330	87.670	12.64	JPY	3.42
		BP	439.600	8/12/24	1.35	451.500		437.650	13.850	3.16	GBP	1.90
		GSK	1,572.000	8/12/24	0.42	1,443.040		1,460.670	-17.630	-1.21	GBP	0.68
		⇓instrument	freshest		⇓ Δday	9/17/12	⇓ Δwk	12/19/11	prc diff	⇓ Δ39	Curr	∅-RS
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,888.500		2,949.000	-60.500	-2.05	GBP	0.41
	S	Nissan Motor	410.200	8/09/24	-0.56	741.000		673.000	68.000	10.10	JPY	0.32
	S	Bristol-Myers	47.060	8/12/24	0.73	33.070		34.270	-1.200	-3.50	USD	0.15
		Rio Tinto	4,942.000	8/12/24	0.56	3,216.000		3,027.000	189.000	6.24	GBP	0.05
		Saint-Gobain	73.560	8/12/24	-0.41	30.240		27.210	3.030	11.14	EUR	-0.19
	L	Vodafone	74.440	8/12/24	0.87	173.650		174.500	-0.850	-0.49	GBP	-0.56
		Caterpillar	336.030	8/12/24	-0.66	91.990		87.250	4.740	5.43	USD	-1.18
	S	McDonald´s	269.460	8/12/24	0.58	92.140		97.240	-5.100	-5.24	USD	-1.40
		Nike	74.640	8/12/24	0.40	24.493		23.345	1.148	4.92	USD	-1.41
		Telefónica	4.032	8/12/24	0.12	11.500		12.895	-1.395	-10.82	EUR	-2.45
		Repsol	12.765	8/12/24	0.67	16.560		22.175	-5.615	-25.32	EUR	-2.70
	L	Texas Instruments	192.060	8/12/24	-0.08	29.100		27.950	1.150	4.11	USD	-2.79
	S	Ford Motor	9.860	8/12/24	-2.38	10.390		10.020	0.370	3.69	USD	-3.72
	L	Ericsson	71.080	8/12/24	1.14	62.850		68.600	-5.750	-8.38	SEK	-4.00
	S	Orange	10.115	8/12/24	-0.25	10.425		11.715	-1.290	-11.01	EUR	-7.17
	S	Intel	19.360	8/12/24	-1.78	23.310		23.095	0.215	0.93	USD	-8.45
	L	Anglo American	2,232.500	8/12/24	0.29	2,036.500		2,274.500	-238.000	-10.46	GBP	-9.72
		Panasonic	1,058.500	8/09/24	1.34	562.000		641.000	-79.000	-12.32	JPY	-11.88
		Canon	4,525.000	8/09/24	1.64	2,799.000		3,388.000	-589.000	-17.38	JPY	-14.87
	S	Sony	12,325.000	8/09/24	0.28	1,032.000		1,317.000	-285.000	-21.64	JPY	-18.19
	L	HP	33.780	8/12/24	0.72	8.270		11.412	-3.143	-27.54	USD	-21.41
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 9/17/12 / 12/19/11 - 81 did rise, Market-Ratio(39) = 85.26 %

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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