Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 1/07/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	1/07/13	⇓ Δwk	4/09/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,297.370		1,226.530	70.840	5.78	USD	6.88
		Societe Generale	20.520	8/12/24	0.44	30.130		18.970	11.160	58.83	EUR	44.91
		Barclays	220.100	8/12/24	0.85	265.299		190.568	74.731	39.21	GBP	36.80
		Citigroup	57.840	8/12/24		42.470		33.970	8.500	25.02	USD	34.07
		Toyota	2,447.500	8/09/24	-0.14	836.000		667.000	169.000	25.34	JPY	31.74
		Aegon	5.562	8/12/24	0.22	5.115		3.659	1.456	39.79	EUR	31.56
		Bridgestone	5,582.000	8/09/24	-1.33	2,350.000		1,888.000	462.000	24.47	JPY	27.46
		ING Groep	15.232	8/12/24	0.21	7.587		5.416	2.171	40.08	EUR	26.78
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.406		5.400	2.006	37.15	EUR	25.76
		UBS	24.850	8/12/24	0.44	15.000		11.530	3.470	30.10	CHF	24.88
	S	Volkswagen	93.500	8/12/24	-0.47	174.900		124.300	50.600	40.71	EUR	24.41
		Allianz	255.900	8/12/24		107.500		83.387	24.113	28.92	EUR	24.07
	S	Ford Motor	9.860	8/12/24	-2.38	13.430		12.220	1.210	9.90	USD	23.81
		Axa	32.350	8/12/24	-0.77	13.905		11.110	2.795	25.16	EUR	23.60
		Carrefour	13.730	8/12/24	-0.36	20.145		16.310	3.835	23.51	EUR	22.84
	L	Philips	26.060	8/12/24	-0.91	20.490		13.810	6.680	48.37	EUR	22.65
	L	Bayer	25.960	8/12/24	-0.04	71.620		50.690	20.930	41.29	EUR	22.18
	L	Goldman Sachs	485.500	8/12/24	-0.97	134.260		117.020	17.240	14.73	USD	22.08
	L	Fox A	38.830	8/12/24	-1.27	26.200		19.030	7.170	37.68	USD	21.74
	S	Kimberly-Clark	34.140	8/12/24	-1.01	33.350		27.700	5.650	20.40	MXN	21.70
	L	Münchener Rück	439.200	8/12/24	1.01	138.300		109.150	29.150	26.71	EUR	21.44
	L	Morgan Stanley	94.840	8/12/24	0.13	19.800		17.980	1.820	10.12	USD	21.42
		Honda Motor	1,420.000	8/09/24	-0.14	1,075.330		975.330	100.000	10.25	JPY	20.93
		Aviva	484.200	8/12/24	0.35	388.400		305.200	83.200	27.26	GBP	20.80
		Sanofi	95.670	8/12/24	-0.60	73.380		55.720	17.660	31.69	EUR	19.58
		⇓instrument	freshest		⇓ Δday	1/07/13	⇓ Δwk	4/09/12	prc diff	⇓ Δ39	Curr	∅-RS
		Prudential	635.400	8/12/24	0.41	911.000		718.000	193.000	26.88	GBP	18.79
		Samsung Electronics	75,500.000	8/12/24	1.07	30,000.000		26,220.000	3,780.000	14.42	KRW	18.76
	L	HSBC	643.900	8/12/24	0.22	666.200		537.000	129.200	24.06	GBP	17.65
		Schneider Electric	211.250	8/12/24	0.38	56.100		45.285	10.815	23.88	EUR	17.39
		JP Morgan Chase	206.190	8/12/24	0.19	45.410		43.890	1.520	3.46	USD	17.00
		Banco Santander	4.089	8/12/24	-0.24	6.322		5.200	1.122	21.58	EUR	16.04
	S	BASF	41.280	8/12/24	-0.22	71.640		62.010	9.630	15.53	EUR	15.34
		Deutsche Bank	13.308	8/12/24	0.14	30.454		28.683	1.771	6.17	EUR	15.17
	L	Alphabet A	162.290	8/12/24	-0.84	18.426		15.820	2.606	16.47	USD	15.00
		Swiss Re	104.000	8/12/24	0.10	67.300		56.400	10.900	19.33	CHF	14.65
		Siemens	157.200	8/12/24	0.01	81.137		70.308	10.829	15.40	EUR	13.33
		Seven & i	1,672.500	8/09/24	-0.54	882.670		801.670	81.000	10.10	JPY	12.97
	S	Nissan Motor	410.200	8/09/24	-0.56	846.000		839.000	7.000	0.83	JPY	12.59
	L	Pfizer	28.450	8/12/24	-0.35	25.980		22.050	3.930	17.82	USD	12.26
		Canon	4,525.000	8/09/24	1.64	3,433.000		3,699.000	-266.000	-7.19	JPY	12.00
		Rio Tinto	4,942.000	8/12/24	0.56	3,574.500		3,306.000	268.500	8.12	GBP	11.99
		BHP	2,094.000	8/12/24	-0.14	2,169.000		1,831.500	337.500	18.43	GBP	11.91
	S	LVMH	635.100	8/12/24	-0.14	140.150		125.700	14.450	11.50	EUR	11.70
		L´Oreal	376.650	8/12/24	-1.59	104.200		89.720	14.480	16.14	EUR	11.67
	S	Diageo	2,451.500	8/12/24	1.03	1,813.000		1,503.000	310.000	20.63	GBP	11.25
		Vivendi	9.488	8/12/24	0.40	16.430		12.595	3.835	30.45	EUR	11.08
		Saint-Gobain	73.560	8/12/24	-0.41	33.075		29.995	3.080	10.27	EUR	10.56
	L	ABB	45.510	8/12/24	0.55	19.320		17.930	1.390	7.75	CHF	10.53
		Standard Chartered	722.000	8/12/24	0.92	1,622.500		1,481.500	141.000	9.52	GBP	10.43
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.740		9.030	1.710	18.94	AUD	10.39
		⇓instrument	freshest		⇓ Δday	1/07/13	⇓ Δwk	4/09/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Novartis	96.740	8/12/24	0.16	49.330		41.670	7.660	18.38	CHF	10.10
	L	Unilever	55.100	8/12/24	-0.36	29.120		25.430	3.690	14.51	EUR	8.66
	S	Mercedes-Benz	57.480	8/12/24	-0.57	43.060		40.815	2.245	5.50	EUR	8.54
	L	Raytheon Tech	116.600	8/12/24	0.39	53.222		50.491	2.731	5.41	USD	7.84
	L	3M	123.360	8/12/24	-0.65	95.490		86.330	9.160	10.61	USD	7.19
	L	Texas Instruments	192.060	8/12/24	-0.08	31.920		32.140	-0.220	-0.68	USD	6.89
		Marsh & McLennan	217.350	8/12/24	-1.23	35.310		31.850	3.460	10.86	USD	6.79
	S	Johnson & Johnson	159.880	8/12/24	-0.46	71.400		64.920	6.480	9.98	USD	6.75
	L	Nestlé	88.640	8/12/24	-0.40	60.750		55.650	5.100	9.16	CHF	5.78
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	53.040		48.520	4.520	9.32	USD	5.39
		Nike	74.640	8/12/24	0.40	26.480		27.673	-1.193	-4.31	USD	5.30
		General Electric	166.870	8/12/24	-0.16	169.040		153.600	15.440	10.05	USD	4.78
	L	AstraZeneca	12,780.000	8/12/24	0.63	2,985.000		2,768.500	216.500	7.82	GBP	3.83
	L	Procter & Gamble	166.810	8/12/24	-2.19	68.620		66.810	1.810	2.71	USD	3.83
	S	National Grid	978.400	8/12/24	-0.04	694.000		633.000	61.000	9.64	GBP	3.68
		Caterpillar	336.030	8/12/24	-0.66	95.210		103.570	-8.360	-8.07	USD	2.78
		Repsol	12.765	8/12/24	0.67	16.000		17.920	-1.920	-10.71	EUR	2.45
		Merck (MSD)	113.480	8/12/24	-0.93	42.120		38.730	3.390	8.75	USD	2.43
	L	Ericsson	71.080	8/12/24	1.14	64.950		65.900	-0.950	-1.44	SEK	2.38
	L	Walmart	68.700	8/12/24	1.10	22.800		20.043	2.757	13.75	USD	2.37
		TotalEnergies	61.720	8/12/24	0.60	39.155		37.135	2.020	5.44	EUR	2.26
		Chevron	145.020	8/12/24	0.02	109.750		103.490	6.260	6.05	USD	2.15
		PepsiCo	171.420	8/12/24	-0.56	69.450		65.350	4.100	6.27	USD	1.72
		Exxon Mobil	119.000	8/12/24	0.13	87.930		83.880	4.050	4.83	USD	1.63
		BP	439.600	8/12/24	1.35	448.750		445.350	3.400	0.76	GBP	1.33
		⇓instrument	freshest		⇓ Δday	1/07/13	⇓ Δwk	4/09/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Coca-Cola	68.170	8/12/24	-0.74	37.300		36.435	0.865	2.37	USD	0.86
	S	Bristol-Myers	47.060	8/12/24	0.73	33.400		33.040	0.360	1.09	USD	0.41
	L	Philip Morris	116.090	8/12/24	0.07	86.250		88.370	-2.120	-2.40	USD	-0.24
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.783		8.681	0.102	1.17	EUR	-0.24
	S	McDonald´s	269.460	8/12/24	0.58	90.910		98.880	-7.970	-8.06	USD	-1.38
		IBM	189.480	8/12/24	-1.03	193.140		204.940	-11.800	-5.76	USD	-1.72
		Shell	33.025	8/12/24	0.93	26.300		25.795	0.505	1.96	EUR	-1.83
		Panasonic	1,058.500	8/09/24	1.34	545.000		681.000	-136.000	-19.97	JPY	-2.40
		Telefónica	4.032	8/12/24	0.12	10.450		11.550	-1.100	-9.52	EUR	-3.14
		GSK	1,572.000	8/12/24	0.42	1,382.090		1,420.880	-38.790	-2.73	GBP	-3.55
	L	Anglo American	2,232.500	8/12/24	0.29	2,000.500		2,201.500	-201.000	-9.13	GBP	-4.25
	L	RWE	32.360	8/12/24	1.70	30.935		34.305	-3.370	-9.82	EUR	-4.60
	L	Vodafone	74.440	8/12/24	0.87	159.650		169.700	-10.050	-5.92	GBP	-7.61
	L	Apple	217.530	8/12/24	0.71	18.711		22.722	-4.012	-17.66	USD	-8.02
		Microsoft	406.810	8/12/24	0.19	26.690		31.100	-4.410	-14.18	USD	-10.15
	S	Sony	12,325.000	8/09/24	0.28	966.000		1,499.000	-533.000	-35.56	JPY	-11.44
	S	Engie	15.335	8/12/24	0.49	15.690		18.220	-2.530	-13.89	EUR	-13.38
	S	Intel	19.360	8/12/24	-1.78	21.250		27.760	-6.510	-23.45	USD	-13.53
		E.on	12.325	8/12/24	0.78	12.964		15.400	-2.436	-15.82	EUR	-13.71
	S	Orange	10.115	8/12/24	-0.25	8.415		10.465	-2.050	-19.59	EUR	-16.45
	L	HP	33.780	8/12/24	0.72	6.889		10.509	-3.619	-34.44	USD	-20.36
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 1/07/13 / 4/09/12 - 72 did rise, Market-Ratio(39) = 75.79 %

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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