Share-o-matic - Portfolio

Fri, Aug 7th, 2026, 5:44UTC

Assessment - SP Global 100 in Pound sterling - 10/08/12 - RS = 39

historical assessment - show freshest

		instrument	freshest		⇓ Δday	10/08/12	⇓ Δwk	1/09/12	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	2,327.781	8/12/24	0.32	779.145		754.059	25.086	3.33	3.53
	L	3M	76.431	8/12/24	-0.65	59.089		54.379	4.710	8.66	8.41
	L	ABB	30.348	8/12/24	0.55	12.016		12.538	-0.522	-4.16	2.65
		Aegon	4.493	8/12/24	0.22	3.340		2.514	0.827	32.89	12.83
		Allianz	206.716	8/12/24		74.083		60.083	14.000	23.30	10.63
	L	Alphabet A	100.551	8/12/24	-0.84	11.775		10.121	1.654	16.34	19.95
	L	Anglo American	2,232.500	8/12/24	0.29	1,802.500		2,438.500	-636.000	-26.08	-19.26
	L	Apple	134.776	8/12/24	0.71	14.121		9.766	4.356	44.60	21.77
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,902.500		3,009.000	-106.500	-3.54	0.67
		Aviva	484.200	8/12/24	0.35	325.700		299.000	26.700	8.93	3.66
		Axa	26.132	8/12/24	-0.77	9.520		7.868	1.652	20.99	7.22
		Banco Bilbao Viz	7.209	8/12/24	0.27	4.980		4.996	-0.016	-0.32	3.49
		Banco Santander	3.303	8/12/24	-0.24	4.835		4.489	0.346	7.70	8.03
		Barclays	220.100	8/12/24	0.85	205.394		164.518	40.876	24.85	14.46
	S	BASF	33.346	8/12/24	-0.22	52.887		45.894	6.992	15.24	10.62
	L	Bayer	20.970	8/12/24	-0.04	55.116		42.251	12.866	30.45	26.25
		BHP	2,094.000	8/12/24	-0.14	1,923.000		1,947.500	-24.500	-1.26	0.31
		BP	439.600	8/12/24	1.35	437.000		473.600	-36.600	-7.73	-2.12
		Bridgestone	43.949	8/09/24	-1.33	14.188		14.616	-0.428	-2.93	-2.08
	S	Bristol-Myers	29.157	8/12/24	0.73	20.793		21.986	-1.193	-5.43	-1.07
		Canon	35.627	8/09/24	1.64	19.471		28.280	-8.810	-31.15	-25.25
		Carrefour	11.091	8/12/24	-0.36	12.917		13.689	-0.772	-5.64	-3.87
		Caterpillar	208.195	8/12/24	-0.66	52.936		62.957	-10.020	-15.92	-11.15
		Chevron	89.851	8/12/24	0.02	72.874		70.990	1.884	2.65	8.58
		Citigroup	35.836	8/12/24		21.549		18.855	2.694	14.29	14.84
		instrument	freshest		⇓ Δday	10/08/12	⇓ Δwk	1/09/12	prc diff	⇓ Δ39	⇓∅-RS
	L	Coca-Cola	42.236	8/12/24	-0.74	23.903		22.346	1.557	6.97	4.62
	L	Colgate-Palmolive	62.750	8/12/24	-0.77	33.609		29.105	4.504	15.47	9.90
		Deutsche Bank	10.750	8/12/24	0.14	22.012		18.502	3.509	18.97	5.79
	L	Deutsche Telekom	19.977	8/12/24	0.49	7.553		7.255	0.298	4.11	2.93
	S	Diageo	2,451.500	8/12/24	1.03	1,794.000		1,416.000	378.000	26.69	19.05
	L	DuPont	48.531	8/12/24	-0.25						-na-
		E.on	9.956	8/12/24	0.78	13.498		12.580	0.918	7.30	6.48
	S	Engie	12.388	8/12/24	0.49	14.258		16.925	-2.667	-15.76	-9.31
	L	Ericsson	6.668	8/12/24	1.14	5.553		6.247	-0.694	-11.10	-8.62
		Exxon Mobil	73.729	8/12/24	0.13	57.422		55.435	1.987	3.58	7.85
	S	Ford Motor	6.109	8/12/24	-2.38	6.227		7.651	-1.424	-18.61	-9.08
	L	Fox A	24.058	8/12/24	-1.27	15.570		11.898	3.672	30.87	24.90
		General Electric	103.388	8/12/24	-0.16	113.605		97.826	15.779	16.13	19.03
	L	Goldman Sachs	300.803	8/12/24	-0.97	74.014		61.394	12.620	20.56	12.22
		GSK	1,572.000	8/12/24	0.42	1,466.710		1,445.560	21.150	1.46	1.81
	L	HP	20.929	8/12/24	0.72	4.069		7.785	-3.717	-47.74	-37.91
		Honda Motor	11.180	8/09/24	-0.14	6.369		6.852	-0.482	-7.04	-7.85
	L	HSBC	643.900	8/12/24	0.22	595.800		491.400	104.400	21.25	10.75
		ING Groep	12.304	8/12/24	0.21	5.224		4.526	0.698	15.42	11.05
	S	Intel	11.995	8/12/24	-1.78	13.947		16.511	-2.564	-15.53	-13.91
		IBM	117.397	8/12/24	-1.03	129.999		117.737	12.262	10.41	5.65
	S	Johnson & Johnson	99.057	8/12/24	-0.46	43.023		42.099	0.925	2.20	3.75
		JP Morgan Chase	127.750	8/12/24	0.19	25.811		22.887	2.924	12.78	12.05
	S	Kimberly-Clark	1.653	8/12/24	-1.01	1.469		1.191	0.278	23.35	19.91
		L´Oreal	304.258	8/12/24	-1.59	78.437		67.288	11.150	16.57	8.76
		instrument	freshest		⇓ Δday	10/08/12	⇓ Δwk	1/09/12	prc diff	⇓ Δ39	⇓∅-RS
	S	LVMH	513.034	8/12/24	-0.14	97.178		90.725	6.453	7.11	-2.31
		Marsh & McLennan	134.664	8/12/24	-1.23	21.518		19.963	1.555	7.79	6.53
	S	McDonald´s	166.950	8/12/24	0.58	56.716		64.603	-7.888	-12.21	-4.51
	S	Mercedes-Benz	46.432	8/12/24	-0.57	30.919		30.280	0.638	2.11	-2.30
		Merck (MSD)	70.309	8/12/24	-0.93	28.711		24.891	3.820	15.35	17.15
		Microsoft	252.049	8/12/24	0.19	18.451		17.986	0.465	2.59	-0.39
	L	Morgan Stanley	58.760	8/12/24	0.13	10.812		10.504	0.308	2.93	7.62
	L	Münchener Rück	354.786	8/12/24	1.01	99.198		75.762	23.435	30.93	14.57
	S	National Grid	978.400	8/12/24	-0.04	697.500		624.000	73.500	11.78	7.33
	L	Nestlé	59.108	8/12/24	-0.40	40.443		36.841	3.603	9.78	7.67
		Nike	46.245	8/12/24	0.40	14.713		15.942	-1.228	-7.71	-7.11
	S	Nissan Motor	3.230	8/09/24	-0.56	5.251		5.627	-0.376	-6.68	-11.90
	L	Novartis	64.509	8/12/24	0.16	32.508		30.558	1.950	6.38	9.85
	S	Orange	8.171	8/12/24	-0.25	7.620		9.637	-2.017	-20.93	-16.38
		Panasonic	8.334	8/09/24	1.34	4.070		5.442	-1.372	-25.20	-19.15
		PepsiCo	106.207	8/12/24	-0.56	44.107		42.617	1.490	3.50	4.35
	L	Pfizer	17.627	8/12/24	-0.35	15.737		14.147	1.590	11.24	13.69
	L	Philip Morris	71.926	8/12/24	0.07	57.837		49.834	8.004	16.06	11.18
	L	Philips	21.051	8/12/24	-0.91	15.102		12.902	2.200	17.05	17.33
	L	Procter & Gamble	103.351	8/12/24	-2.19	42.813		43.207	-0.395	-0.91	3.94
		Prudential	635.400	8/12/24	0.41	840.000		636.000	204.000	32.08	19.05
	L	Raytheon Tech	72.242	8/12/24	0.39	30.558		30.235	0.322	1.07	-1.09
		Repsol	10.312	8/12/24	0.67	12.056		19.551	-7.494	-38.33	-12.43
		Rio Tinto	4,942.000	8/12/24	0.56	2,984.500		3,311.000	-326.500	-9.86	-7.10
	L	RWE	26.140	8/12/24	1.70	28.511		22.828	5.684	24.90	10.55
		instrument	freshest		⇓ Δday	10/08/12	⇓ Δwk	1/09/12	prc diff	⇓ Δ39	⇓∅-RS
		Saint-Gobain	59.422	8/12/24	-0.41	22.303		24.040	-1.736	-7.22	-10.43
		Samsung Electronics	42.284	8/12/24	1.07	15.368		11.679	3.689	31.58	19.68
		Sanofi	77.282	8/12/24	-0.60	54.769		45.993	8.776	19.08	16.47
		Schneider Electric	170.648	8/12/24	0.38	39.554		35.198	4.356	12.38	6.56
		Seven & i	13.168	8/09/24	-0.54	5.955		5.953	0.002	0.03	-2.42
		Shell	26.678	8/12/24	0.93	21.681		23.817	-2.136	-8.97	-1.37
		Siemens	126.986	8/12/24	0.01	61.913		60.593	1.320	2.18	7.22
		Societe Generale	16.576	8/12/24	0.44	18.697		12.366	6.331	51.19	18.64
	S	Sony	97.038	8/09/24	0.28	7.480		11.356	-3.876	-34.13	-24.39
		Standard Chartered	722.000	8/12/24	0.92	1,406.500		1,397.500	9.000	0.64	-2.76
		Swiss Re	69.351	8/12/24	0.10	42.811		32.437	10.373	31.98	16.27
		Telefónica	3.257	8/12/24	0.12	8.490		10.721	-2.231	-20.81	-10.94
	L	Texas Instruments	118.995	8/12/24	-0.08	17.342		19.555	-2.213	-11.32	-8.85
		TotalEnergies	49.857	8/12/24	0.60	30.931		32.943	-2.012	-6.11	-1.04
		Toyota	19.270	8/09/24	-0.14	4.803		4.423	0.380	8.59	1.10
		UBS	16.571	8/12/24	0.44	7.869		7.260	0.609	8.39	1.92
		UnibailRodaWestfield	3.500	8/12/24	0.73	6.616		5.628	0.987	17.54	11.97
	L	Unilever	44.510	8/12/24	-0.36	22.618		21.826	0.792	3.63	6.15
		Vivendi	7.664	8/12/24	0.40	12.400		13.020	-0.620	-4.76	2.39
	L	Vodafone	74.440	8/12/24	0.87	180.350		177.100	3.250	1.84	2.84
	S	Volkswagen	75.529	8/12/24	-0.47	117.696		100.783	16.914	16.78	9.24
	L	Walmart	42.565	8/12/24	1.10	15.541		12.790	2.751	21.51	16.56
SP Global 100 - 95 out of 96 instruments rated - 10/08/12 / 1/09/12 - 63 did rise, Market-Ratio(39) in GBP = 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 in Pound sterling * 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	67	148.515	17.082	1,291.194	1,142.679	769	86,559	333
long	7/06/09	8/01/11	756		Ford Motor	100	24,586	3.521	7.518		3.998	114	184,851	44
short	8/01/11	4/30/12	273		Carrefour	100	10,504	17.598	12.366	25.044	7.446	42	263,059	60
long	4/30/12	10/20/14	903		Apple	100	20,511	12.825	15.430		2.605	20	316,491	8
short	10/20/14	11/03/14	14		Deutsche Bank	100	18,552	17.059	17.302	16.817	-0.243	-1	311,985	-31
long	11/03/14	8/24/15	294		Apple	100	18,226	17.117	16.345		-0.772	-5	297,917	-6
short	8/24/15	9/12/16	385		RWE	100	30,622	9.729	12.340	7.117	-2.611	-27	217,953	-26
long	9/12/16	7/02/18	658		Anglo American	100	26,595	8.195	16.440		8.245	101	437,229	47
short	7/02/18	7/15/19	378		Deutsche Bank	100	54,076	8.085	6.195	10.552	2.467	31	570,637	29
long	7/15/19	3/09/20	238		LVMH	100	1,668	341.969	295.304		-46.665	-14	492,799	-20
short	3/09/20	12/07/20	273		DuPont	100	18,400	26.782	49.066	4.498	-22.284	-83	82,774	-91
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1,577	52.467	47.582		-4.885	-9	75,071	-8
short	3/07/22	3/21/22	14		Vivendi	100	8,430	8.905	9.835	7.974	-0.930	-10	67,229	-94
long	3/21/22	6/13/22	84		Chevron	100	538	124.891	137.416		12.525	10	73,967	51
short	6/13/22	12/05/22	175		Philips	100	4,058	18.224	12.276	27.054	8.830	48	109,799	128
long	12/05/22	12/19/22	14		Merck (MSD)	100	1,216	90.280	89.827		-0.453	-1	109,248	-12
short	12/19/22	1/23/23	35		Credit Suisse	100	44,509	2.454	2.758	2.151	-0.304	-12	95,717	-75
long	1/23/23	10/23/23	273		Münchener Rück	100	334	286.017	324.371		38.354	13	108,527	18
short	10/23/23	12/11/23	49		Pfizer	100	4,306	25.201	22.831	27.817	2.616	10	119,792	109
long	12/11/23	8/12/24	245		Intel	100	3,373	35.506	15.314		-20.192	-57	51,684	-71
accum	1/14/08	8/12/24	6780	days out of 7522 invested (90%)							417		51,684	9

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	148.52	17.08	1,291.19	1,142.68	769.40	769.40
Ford Motor	long	7/06/09	8/01/11	756	3.52	7.52		4.00	113.56	113.56
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	18.22	12.28	27.05	8.83	48.45	48.45
Carrefour	short	8/01/11	4/30/12	273	17.60	12.37	25.04	7.45	42.31	42.31
Deutsche Bank	short	10/20/14	11/03/14	14	17.06	17.30	16.82	-0.24	-1.42
	short	7/02/18	7/15/19	378	8.09	6.20	10.55	2.47	30.51	28.65
Apple	long	4/30/12	10/20/14	903	12.83	15.43		2.61	20.31
	long	11/03/14	8/24/15	294	17.12	16.35		-0.77	-4.51	14.89
Münchener Rück	long	1/23/23	10/23/23	273	286.02	324.37		38.35	13.41	13.41
Pfizer	short	10/23/23	12/11/23	49	25.20	22.83	27.82	2.62	10.38	10.38
Chevron	long	3/21/22	6/13/22	84	124.89	137.42		12.52	10.03	10.03
Merck (MSD)	long	12/05/22	12/19/22	14	90.28	89.83		-0.45	-0.50	-0.50
Mercedes-Benz	long	12/07/20	3/07/22	455	52.47	47.58		-4.88	-9.31	-9.31
Vivendi	short	3/07/22	3/21/22	14	8.90	9.83	7.97	-0.93	-10.45	-10.45
Credit Suisse	short	12/19/22	1/23/23	35	2.45	2.76	2.15	-0.30	-12.39	-12.39
LVMH	long	7/15/19	3/09/20	238	341.97	295.30		-46.67	-13.65	-13.65
RWE	short	8/24/15	9/12/16	385	9.73	12.34	7.12	-2.61	-26.84	-26.84
Intel	long	12/11/23	8/12/24	245	35.51	15.31		-20.19	-56.87	-56.87
DuPont	short	3/09/20	12/07/20	273	26.78	49.07	4.50	-22.28	-83.21	-83.21

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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