Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 3/18/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/18/13	⇓ Δwk	6/18/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,347.720		1,153.370	194.350	16.85	USD	9.33
		Bridgestone	5,582.000	8/09/24	-1.33	3,308.000		1,717.000	1,591.000	92.66	JPY	69.03
	S	Sony	12,325.000	8/09/24	0.28	1,608.000		1,072.000	536.000	50.00	JPY	51.19
		Toyota	2,447.500	8/09/24	-0.14	988.000		607.000	381.000	62.77	JPY	44.74
		Barclays	220.100	8/12/24	0.85	282.619		181.100	101.519	56.06	GBP	38.93
		Citigroup	57.840	8/12/24		46.240		27.550	18.690	67.84	USD	38.56
		Prudential	635.400	8/12/24	0.41	1,115.000		705.000	410.000	58.16	GBP	37.47
	L	Morgan Stanley	94.840	8/12/24	0.13	22.990		13.820	9.170	66.35	USD	36.63
		Honda Motor	1,420.000	8/09/24	-0.14	1,256.330		840.000	416.330	49.56	JPY	36.17
	S	Kimberly-Clark	34.140	8/12/24	-1.01	39.320		24.800	14.520	58.55	MXN	33.53
	L	Goldman Sachs	485.500	8/12/24	-0.97	151.950		93.630	58.320	62.29	USD	31.60
	L	Fox A	38.830	8/12/24	-1.27	30.160		20.090	10.070	50.12	USD	30.68
		Societe Generale	20.520	8/12/24	0.44	28.975		17.015	11.960	70.29	EUR	30.67
	L	Philips	26.060	8/12/24	-0.91	23.005		14.775	8.230	55.70	EUR	29.55
		Carrefour	13.730	8/12/24	-0.36	21.675		14.030	7.645	54.49	EUR	28.80
	L	HP	33.780	8/12/24	0.72	10.368		9.560	0.808	8.46	USD	28.74
	L	Ericsson	71.080	8/12/24	1.14	82.450		63.600	18.850	29.64	SEK	27.14
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.589		5.030	2.559	50.87	EUR	26.57
	L	Bayer	25.960	8/12/24	-0.04	78.220		53.320	24.900	46.70	EUR	26.41
		Panasonic	1,058.500	8/09/24	1.34	693.000		579.000	114.000	19.69	JPY	24.99
		Swiss Re	104.000	8/12/24	0.10	77.750		56.000	21.750	38.84	CHF	24.78
	L	Münchener Rück	439.200	8/12/24	1.01	149.350		103.750	45.600	43.95	EUR	24.36
		Axa	32.350	8/12/24	-0.77	14.295		9.717	4.578	47.11	EUR	23.73
		L´Oreal	376.650	8/12/24	-1.59	121.750		91.330	30.420	33.31	EUR	23.67
	S	Nissan Motor	410.200	8/09/24	-0.56	959.000		745.000	214.000	28.72	JPY	23.18
		⇓instrument	freshest		⇓ Δday	3/18/13	⇓ Δwk	6/18/12	prc diff	⇓ Δ39	Curr	∅-RS
		Allianz	255.900	8/12/24		110.400		74.189	36.211	48.81	EUR	22.79
		JP Morgan Chase	206.190	8/12/24	0.19	49.510		34.620	14.890	43.01	USD	22.40
	L	ABB	45.510	8/12/24	0.55	21.570		15.280	6.290	41.16	CHF	22.33
		UBS	24.850	8/12/24	0.44	15.190		11.240	3.950	35.14	CHF	21.98
	L	HSBC	643.900	8/12/24	0.22	720.200		546.700	173.500	31.74	GBP	21.27
	L	Alphabet A	162.290	8/12/24	-0.84	20.257		14.315	5.942	41.51	USD	21.07
	S	Ford Motor	9.860	8/12/24	-2.38	13.260		10.340	2.920	28.24	USD	20.93
		Seven & i	1,672.500	8/09/24	-0.54	985.670		743.330	242.340	32.60	JPY	20.73
		Schneider Electric	211.250	8/12/24	0.38	59.100		42.100	17.000	40.38	EUR	20.18
		Aegon	5.562	8/12/24	0.22	4.880		3.376	1.504	44.55	EUR	19.68
	L	Novartis	96.740	8/12/24	0.16	54.790		43.000	11.790	27.42	CHF	17.85
		Sanofi	95.670	8/12/24	-0.60	75.870		56.320	19.550	34.71	EUR	17.84
	S	Diageo	2,451.500	8/12/24	1.03	2,013.000		1,602.000	411.000	25.66	GBP	17.63
	L	Raytheon Tech	116.600	8/12/24	0.39	58.383		47.200	11.183	23.69	USD	16.21
	S	BASF	41.280	8/12/24	-0.22	74.320		56.100	18.220	32.48	EUR	15.99
	L	Pfizer	28.450	8/12/24	-0.35	28.040		22.620	5.420	23.96	USD	15.96
		Standard Chartered	722.000	8/12/24	0.92	1,726.500		1,368.500	358.000	26.16	GBP	15.66
	L	Nestlé	88.640	8/12/24	-0.40	68.450		55.900	12.550	22.45	CHF	15.65
	S	Mercedes-Benz	57.480	8/12/24	-0.57	45.795		34.740	11.055	31.82	EUR	15.25
	L	Texas Instruments	192.060	8/12/24	-0.08	34.620		28.020	6.600	23.55	USD	15.22
	L	3M	123.360	8/12/24	-0.65	105.410		87.310	18.100	20.73	USD	15.01
	S	Bristol-Myers	47.060	8/12/24	0.73	38.880		34.580	4.300	12.43	USD	14.83
	S	Johnson & Johnson	159.880	8/12/24	-0.46	78.810		66.300	12.510	18.87	USD	14.80
	L	Unilever	55.100	8/12/24	-0.36	31.100		25.620	5.480	21.39	EUR	12.90
		Repsol	12.765	8/12/24	0.67	16.925		12.210	4.715	38.62	EUR	12.90
		⇓instrument	freshest		⇓ Δday	3/18/13	⇓ Δwk	6/18/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Procter & Gamble	166.810	8/12/24	-2.19	76.160		62.290	13.870	22.27	USD	12.65
		Siemens	157.200	8/12/24	0.01	81.564		64.244	17.320	26.96	EUR	12.45
		Canon	4,525.000	8/09/24	1.64	3,426.000		3,228.000	198.000	6.13	JPY	12.35
		General Electric	166.870	8/12/24	-0.16	186.000		158.000	28.000	17.72	USD	11.67
		Samsung Electronics	75,500.000	8/12/24	1.07	29,500.000		23,640.000	5,860.000	24.79	KRW	10.52
		PepsiCo	171.420	8/12/24	-0.56	76.680		69.600	7.080	10.17	USD	9.55
		Chevron	145.020	8/12/24	0.02	119.130		103.460	15.670	15.15	USD	9.51
		Telefónica	4.032	8/12/24	0.12	11.320		9.503	1.817	19.12	EUR	9.19
	S	Volkswagen	93.500	8/12/24	-0.47	160.200		124.950	35.250	28.21	EUR	9.13
		Marsh & McLennan	217.350	8/12/24	-1.23	36.800		31.200	5.600	17.95	USD	8.71
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.070		9.660	1.410	14.60	AUD	8.53
	S	McDonald´s	269.460	8/12/24	0.58	98.570		90.240	8.330	9.23	USD	8.01
	L	Vodafone	74.440	8/12/24	0.87	184.950		174.900	10.050	5.75	GBP	7.78
	S	National Grid	978.400	8/12/24	-0.04	735.000		653.500	81.500	12.47	GBP	7.62
		IBM	189.480	8/12/24	-1.03	213.210		198.290	14.920	7.52	USD	7.61
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	56.130		50.835	5.295	10.42	USD	7.43
		Banco Santander	4.089	8/12/24	-0.24	5.830		4.696	1.134	24.15	EUR	7.05
		Nike	74.640	8/12/24	0.40	27.080		25.350	1.730	6.82	USD	6.93
		Saint-Gobain	73.560	8/12/24	-0.41	31.245		26.660	4.585	17.20	EUR	6.19
		Vivendi	9.488	8/12/24	0.40	15.810		13.595	2.215	16.29	EUR	5.93
		Deutsche Bank	13.308	8/12/24	0.14	28.483		23.971	4.512	18.82	EUR	5.90
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,049.500		2,683.000	366.500	13.66	GBP	5.66
		BHP	2,094.000	8/12/24	-0.14	2,054.000		1,829.000	225.000	12.30	GBP	5.52
	S	LVMH	635.100	8/12/24	-0.14	134.400		118.350	16.050	13.56	EUR	5.20
	L	Walmart	68.700	8/12/24	1.10	24.083		22.707	1.377	6.06	USD	4.90
		⇓instrument	freshest		⇓ Δday	3/18/13	⇓ Δwk	6/18/12	prc diff	⇓ Δ39	Curr	∅-RS
		GSK	1,572.000	8/12/24	0.42	1,501.970		1,464.190	37.780	2.58	GBP	4.66
		Merck (MSD)	113.480	8/12/24	-0.93	43.630		38.850	4.780	12.30	USD	3.98
		Rio Tinto	4,942.000	8/12/24	0.56	3,277.000		2,962.500	314.500	10.62	GBP	3.19
	L	Coca-Cola	68.170	8/12/24	-0.74	38.760		37.990	0.770	2.03	USD	2.80
		ING Groep	15.232	8/12/24	0.21	6.194		4.787	1.407	29.39	EUR	2.72
		BP	439.600	8/12/24	1.35	448.500		420.700	27.800	6.61	GBP	2.54
		TotalEnergies	61.720	8/12/24	0.60	38.725		34.795	3.930	11.29	EUR	2.14
	L	Philip Morris	116.090	8/12/24	0.07	90.360		88.130	2.230	2.53	USD	1.99
		Exxon Mobil	119.000	8/12/24	0.13	88.770		83.110	5.660	6.81	USD	1.90
		Aviva	484.200	8/12/24	0.35	323.300		260.500	62.800	24.11	GBP	0.16
		Caterpillar	336.030	8/12/24	-0.66	89.360		86.740	2.620	3.02	USD	-1.09
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.509		8.097	0.412	5.09	EUR	-2.91
		Microsoft	406.810	8/12/24	0.19	28.100		29.840	-1.740	-5.83	USD	-3.66
		Shell	33.025	8/12/24	0.93	25.325		26.410	-1.085	-4.11	EUR	-4.17
	L	Anglo American	2,232.500	8/12/24	0.29	1,873.500		2,128.500	-255.000	-11.98	GBP	-5.31
	S	Intel	19.360	8/12/24	-1.78	21.260		27.420	-6.160	-22.47	USD	-9.63
	L	RWE	32.360	8/12/24	1.70	28.655		29.540	-0.885	-3.00	EUR	-10.21
	S	Orange	10.115	8/12/24	-0.25	8.403		9.668	-1.265	-13.08	EUR	-10.78
	S	Engie	15.335	8/12/24	0.49	14.605		16.830	-2.225	-13.22	EUR	-14.59
		E.on	12.325	8/12/24	0.78	11.786		13.823	-2.036	-14.73	EUR	-17.83
	L	Apple	217.530	8/12/24	0.71	16.276		20.921	-4.645	-22.20	USD	-19.47
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 3/18/13 / 6/18/12 - 86 did rise, Market-Ratio(39) = 90.53 %

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