Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 1/14/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	1/14/13	⇓ Δwk	4/16/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,318.450		1,211.180	107.270	8.86	USD	8.40
		Societe Generale	20.520	8/12/24	0.44	34.140		17.095	17.045	99.71	EUR	62.00
		Barclays	220.100	8/12/24	0.85	276.107		194.725	81.382	41.79	GBP	41.15
		Toyota	2,447.500	8/09/24	-0.14	858.000		657.000	201.000	30.59	JPY	34.04
		UBS	24.850	8/12/24	0.44	16.020		11.370	4.650	40.90	CHF	32.54
		Citigroup	57.840	8/12/24		42.220		34.000	8.220	24.18	USD	32.40
		Bridgestone	5,582.000	8/09/24	-1.33	2,428.000		1,872.000	556.000	29.70	JPY	30.99
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.735		5.153	2.582	50.11	EUR	30.90
		ING Groep	15.232	8/12/24	0.21	7.823		5.283	2.540	48.08	EUR	29.97
		Aegon	5.562	8/12/24	0.22	5.054		3.561	1.493	41.93	EUR	28.70
	S	Ford Motor	9.860	8/12/24	-2.38	13.990		11.880	2.110	17.76	USD	28.69
		Honda Motor	1,420.000	8/09/24	-0.14	1,124.670		958.670	166.000	17.32	JPY	25.84
	S	Volkswagen	93.500	8/12/24	-0.47	176.300		131.330	44.970	34.24	EUR	24.57
	L	Philips	26.060	8/12/24	-0.91	20.890		13.835	7.055	50.99	EUR	24.44
	L	Fox A	38.830	8/12/24	-1.27	26.800		19.120	7.680	40.17	USD	23.69
	S	Kimberly-Clark	34.140	8/12/24	-1.01	34.000		26.920	7.080	26.30	MXN	23.44
	L	Bayer	25.960	8/12/24	-0.04	72.760		50.940	21.820	42.83	EUR	23.34
	L	Goldman Sachs	485.500	8/12/24	-0.97	136.130		117.730	18.400	15.63	USD	22.96
	L	Morgan Stanley	94.840	8/12/24	0.13	20.070		17.500	2.570	14.69	USD	22.64
		Allianz	255.900	8/12/24		105.981		82.557	23.424	28.37	EUR	21.42
		Banco Santander	4.089	8/12/24	-0.24	6.620		4.829	1.791	37.09	EUR	21.18
		Axa	32.350	8/12/24	-0.77	13.710		10.700	3.010	28.13	EUR	21.00
		Prudential	635.400	8/12/24	0.41	926.000		722.000	204.000	28.25	GBP	19.90
	L	Münchener Rück	439.200	8/12/24	1.01	136.500		109.150	27.350	25.06	EUR	18.90
	L	HSBC	643.900	8/12/24	0.22	675.800		541.300	134.500	24.85	GBP	18.65
		⇓instrument	freshest		⇓ Δday	1/14/13	⇓ Δwk	4/16/12	prc diff	⇓ Δ39	Curr	∅-RS
		Deutsche Bank	13.308	8/12/24	0.14	31.484		28.807	2.677	9.29	EUR	18.36
		Sanofi	95.670	8/12/24	-0.60	72.920		55.600	17.320	31.15	EUR	18.22
		JP Morgan Chase	206.190	8/12/24	0.19	45.880		43.330	2.550	5.89	USD	17.65
	S	Nissan Motor	410.200	8/09/24	-0.56	884.000		803.000	81.000	10.09	JPY	17.11
		Aviva	484.200	8/12/24	0.35	376.800		298.300	78.500	26.32	GBP	16.64
		Swiss Re	104.000	8/12/24	0.10	68.900		57.600	11.300	19.62	CHF	16.57
		Samsung Electronics	75,500.000	8/12/24	1.07	29,600.000		25,180.000	4,420.000	17.55	KRW	16.35
		Carrefour	13.730	8/12/24	-0.36	19.115		15.405	3.710	24.08	EUR	16.17
	L	Pfizer	28.450	8/12/24	-0.35	26.740		21.980	4.760	21.66	USD	15.17
	S	BASF	41.280	8/12/24	-0.22	71.760		62.860	8.900	14.16	EUR	14.98
		Schneider Electric	211.250	8/12/24	0.38	55.050		46.250	8.800	19.03	EUR	14.60
		Standard Chartered	722.000	8/12/24	0.92	1,683.000		1,499.000	184.000	12.27	GBP	14.22
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.080		9.150	1.930	21.09	AUD	13.36
	L	Alphabet A	162.290	8/12/24	-0.84	18.137		15.199	2.939	19.33	USD	12.86
		Siemens	157.200	8/12/24	0.01	80.778		69.610	11.168	16.04	EUR	12.63
		Canon	4,525.000	8/09/24	1.64	3,453.000		3,757.000	-304.000	-8.09	JPY	12.61
		L´Oreal	376.650	8/12/24	-1.59	104.950		92.720	12.230	13.19	EUR	11.94
	L	Novartis	96.740	8/12/24	0.16	50.040		42.000	8.040	19.14	CHF	11.50
		Vivendi	9.488	8/12/24	0.40	16.500		12.237	4.263	34.84	EUR	11.47
	L	ABB	45.510	8/12/24	0.55	19.490		18.060	1.430	7.92	CHF	11.41
	S	Mercedes-Benz	57.480	8/12/24	-0.57	43.655		40.845	2.810	6.88	EUR	9.71
		Seven & i	1,672.500	8/09/24	-0.54	859.000		795.330	63.670	8.01	JPY	9.47
	S	Diageo	2,451.500	8/12/24	1.03	1,788.000		1,543.500	244.500	15.84	GBP	9.18
	L	Raytheon Tech	116.600	8/12/24	0.39	53.996		50.271	3.726	7.41	USD	9.13
	L	3M	123.360	8/12/24	-0.65	97.080		86.400	10.680	12.36	USD	8.70
		⇓instrument	freshest		⇓ Δday	1/14/13	⇓ Δwk	4/16/12	prc diff	⇓ Δ39	Curr	∅-RS
		Rio Tinto	4,942.000	8/12/24	0.56	3,473.500		3,440.000	33.500	0.97	GBP	8.68
	S	LVMH	635.100	8/12/24	-0.14	137.000		130.300	6.700	5.14	EUR	8.68
	S	Johnson & Johnson	159.880	8/12/24	-0.46	72.560		63.980	8.580	13.41	USD	8.29
	L	Texas Instruments	192.060	8/12/24	-0.08	32.340		32.195	0.145	0.45	USD	8.19
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	53.965		48.835	5.130	10.50	USD	6.87
		BHP	2,094.000	8/12/24	-0.14	2,074.500		1,892.500	182.000	9.62	GBP	6.83
	L	Unilever	55.100	8/12/24	-0.36	28.580		25.050	3.530	14.09	EUR	6.46
	L	Nestlé	88.640	8/12/24	-0.40	61.150		56.000	5.150	9.20	CHF	6.25
		Saint-Gobain	73.560	8/12/24	-0.41	31.845		30.285	1.560	5.15	EUR	6.20
		Marsh & McLennan	217.350	8/12/24	-1.23	35.190		32.200	2.990	9.29	USD	6.14
		Repsol	12.765	8/12/24	0.67	16.420		17.480	-1.060	-6.06	EUR	5.78
		Nike	74.640	8/12/24	0.40	26.595		27.350	-0.755	-2.76	USD	5.60
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,030.000		2,801.000	229.000	8.18	GBP	5.41
	L	Procter & Gamble	166.810	8/12/24	-2.19	69.630		66.780	2.850	4.27	USD	5.30
	L	Ericsson	71.080	8/12/24	1.14	66.750		64.750	2.000	3.09	SEK	5.28
		Merck (MSD)	113.480	8/12/24	-0.93	43.340		37.950	5.390	14.20	USD	5.20
		Chevron	145.020	8/12/24	0.02	112.850		101.510	11.340	11.17	USD	5.03
		General Electric	166.870	8/12/24	-0.16	168.960		151.200	17.760	11.75	USD	4.50
		PepsiCo	171.420	8/12/24	-0.56	71.290		65.990	5.300	8.03	USD	4.31
		BP	439.600	8/12/24	1.35	459.300		442.950	16.350	3.69	GBP	3.81
		TotalEnergies	61.720	8/12/24	0.60	39.610		36.980	2.630	7.11	EUR	3.49
		Exxon Mobil	119.000	8/12/24	0.13	89.580		84.010	5.570	6.63	USD	3.48
	S	Bristol-Myers	47.060	8/12/24	0.73	34.220		32.930	1.290	3.92	USD	2.90
	L	Philip Morris	116.090	8/12/24	0.07	89.070		87.040	2.030	2.33	USD	2.78
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.040		8.552	0.488	5.71	EUR	2.68
		⇓instrument	freshest		⇓ Δday	1/14/13	⇓ Δwk	4/16/12	prc diff	⇓ Δ39	Curr	∅-RS
		Telefónica	4.032	8/12/24	0.12	11.020		11.240	-0.220	-1.96	EUR	2.54
	S	National Grid	978.400	8/12/24	-0.04	687.500		645.500	42.000	6.51	GBP	2.49
		Caterpillar	336.030	8/12/24	-0.66	94.630		106.740	-12.110	-11.35	USD	2.19
	L	Walmart	68.700	8/12/24	1.10	22.767		20.193	2.573	12.74	USD	1.92
		Panasonic	1,058.500	8/09/24	1.34	564.000		650.000	-86.000	-13.23	JPY	1.31
	L	Coca-Cola	68.170	8/12/24	-0.74	36.990		36.220	0.770	2.13	USD	-0.13
	S	McDonald´s	269.460	8/12/24	0.58	91.530		96.580	-5.050	-5.23	USD	-0.54
		IBM	189.480	8/12/24	-1.03	192.620		202.720	-10.100	-4.98	USD	-2.11
	L	Anglo American	2,232.500	8/12/24	0.29	2,036.500		2,227.500	-191.000	-8.57	GBP	-2.18
		Shell	33.025	8/12/24	0.93	25.915		25.825	0.090	0.35	EUR	-3.10
		GSK	1,572.000	8/12/24	0.42	1,382.600		1,438.000	-55.400	-3.85	GBP	-3.43
	L	Vodafone	74.440	8/12/24	0.87	163.850		170.000	-6.150	-3.62	GBP	-4.99
	S	Sony	12,325.000	8/09/24	0.28	1,022.000		1,397.000	-375.000	-26.84	JPY	-5.73
	L	RWE	32.360	8/12/24	1.70	29.700		34.900	-5.200	-14.90	EUR	-8.63
		Microsoft	406.810	8/12/24	0.19	26.890		31.075	-4.185	-13.47	USD	-9.40
	L	HP	33.780	8/12/24	0.72	7.698		11.040	-3.343	-30.28	USD	-10.10
	S	Intel	19.360	8/12/24	-1.78	21.999		28.405	-6.406	-22.55	USD	-10.15
	S	Orange	10.115	8/12/24	-0.25	8.870		10.085	-1.215	-12.05	EUR	-11.36
	L	Apple	217.530	8/12/24	0.71	17.920		20.719	-2.799	-13.51	USD	-12.36
		E.on	12.325	8/12/24	0.78	12.909		15.341	-2.432	-15.85	EUR	-13.79
	S	Engie	15.335	8/12/24	0.49	15.430		18.475	-3.045	-16.48	EUR	-14.37
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 1/14/13 / 4/16/12 - 75 did rise, Market-Ratio(39) = 78.95 %

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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