Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 3/25/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/25/13	⇓ Δwk	6/25/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,342.460		1,132.210	210.250	18.57	USD	8.80
		Bridgestone	5,582.000	8/09/24	-1.33	3,145.000		1,801.000	1,344.000	74.63	JPY	59.53
	S	Sony	12,325.000	8/09/24	0.28	1,691.000		1,130.000	561.000	49.65	JPY	59.19
		Toyota	2,447.500	8/09/24	-0.14	984.000		614.000	370.000	60.26	JPY	43.40
	S	Kimberly-Clark	34.140	8/12/24	-1.01	40.640		25.200	15.440	61.27	MXN	36.91
		Citigroup	57.840	8/12/24		44.490		26.750	17.740	66.32	USD	32.87
		Prudential	635.400	8/12/24	0.41	1,074.000		712.000	362.000	50.84	GBP	31.66
	L	Philips	26.060	8/12/24	-0.91	23.520		15.090	8.430	55.86	EUR	31.64
		Honda Motor	1,420.000	8/09/24	-0.14	1,216.670		889.000	327.670	36.86	JPY	31.55
	L	HP	33.780	8/12/24	0.72	10.491		8.876	1.615	18.19	USD	30.39
	L	Morgan Stanley	94.840	8/12/24	0.13	21.970		13.480	8.490	62.98	USD	30.30
	L	Fox A	38.830	8/12/24	-1.27	30.230		20.085	10.145	50.51	USD	30.02
		Barclays	220.100	8/12/24	0.85	260.588		179.437	81.151	45.23	GBP	27.71
	L	Bayer	25.960	8/12/24	-0.04	79.100		52.970	26.130	49.33	EUR	26.95
		Carrefour	13.730	8/12/24	-0.36	21.270		14.015	7.255	51.77	EUR	26.13
	L	Goldman Sachs	485.500	8/12/24	-0.97	146.110		91.220	54.890	60.17	USD	26.13
	L	Ericsson	71.080	8/12/24	1.14	81.400		61.300	20.100	32.79	SEK	25.12
		Seven & i	1,672.500	8/09/24	-0.54	1,024.670		754.330	270.340	35.84	JPY	24.98
		Swiss Re	104.000	8/12/24	0.10	77.400		56.850	20.550	36.15	CHF	23.59
		L´Oreal	376.650	8/12/24	-1.59	121.950		87.550	34.400	39.29	EUR	23.16
	L	Münchener Rück	439.200	8/12/24	1.01	147.400		104.400	43.000	41.19	EUR	22.20
	S	Ford Motor	9.860	8/12/24	-2.38	13.290		10.010	3.280	32.77	USD	21.11
	L	ABB	45.510	8/12/24	0.55	21.380		14.970	6.410	42.82	CHF	21.01
	L	Alphabet A	162.290	8/12/24	-0.84	20.304		14.061	6.243	44.40	USD	20.82
		Panasonic	1,058.500	8/09/24	1.34	668.000		637.000	31.000	4.87	JPY	20.69
		⇓instrument	freshest		⇓ Δday	3/25/13	⇓ Δwk	6/25/12	prc diff	⇓ Δ39	Curr	∅-RS
		Allianz	255.900	8/12/24		108.480		73.740	34.740	47.11	EUR	20.35
		JP Morgan Chase	206.190	8/12/24	0.19	48.520		35.320	13.200	37.37	USD	19.76
	S	Nissan Motor	410.200	8/09/24	-0.56	931.000		732.000	199.000	27.19	JPY	19.42
		Sanofi	95.670	8/12/24	-0.60	76.950		57.310	19.640	34.27	EUR	18.96
	L	Novartis	96.740	8/12/24	0.16	55.540		43.330	12.210	28.18	CHF	18.88
	S	Bristol-Myers	47.060	8/12/24	0.73	40.260		34.130	6.130	17.96	USD	18.56
	S	Diageo	2,451.500	8/12/24	1.03	2,034.500		1,587.000	447.500	28.20	GBP	18.25
		Axa	32.350	8/12/24	-0.77	13.650		9.700	3.950	40.72	EUR	18.00
		UBS	24.850	8/12/24	0.44	14.690		11.050	3.640	32.94	CHF	17.70
		Nike	74.640	8/12/24	0.40	29.780		24.365	5.415	22.22	USD	17.66
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.034		5.065	1.969	38.87	EUR	17.10
		Canon	4,525.000	8/09/24	1.64	3,555.000		3,223.000	332.000	10.30	JPY	16.84
	L	HSBC	643.900	8/12/24	0.22	695.000		558.300	136.700	24.49	GBP	16.57
	L	Raytheon Tech	116.600	8/12/24	0.39	58.402		46.413	11.989	25.83	USD	16.06
		Societe Generale	20.520	8/12/24	0.44	25.780		16.745	9.035	53.96	EUR	16.00
	L	Pfizer	28.450	8/12/24	-0.35	28.160		22.470	5.690	25.32	USD	15.92
	S	Johnson & Johnson	159.880	8/12/24	-0.46	79.680		66.500	13.180	19.82	USD	15.66
		Siemens	157.200	8/12/24	0.01	83.776		62.167	21.609	34.76	EUR	15.39
	L	Unilever	55.100	8/12/24	-0.36	31.780		25.475	6.305	24.75	EUR	14.98
	L	Texas Instruments	192.060	8/12/24	-0.08	34.480		26.975	7.505	27.82	USD	14.71
	L	Nestlé	88.640	8/12/24	-0.40	68.000		55.800	12.200	21.86	CHF	14.50
	L	3M	123.360	8/12/24	-0.65	105.170		85.850	19.320	22.50	USD	14.41
		Standard Chartered	722.000	8/12/24	0.92	1,708.500		1,354.500	354.000	26.14	GBP	14.36
		Schneider Electric	211.250	8/12/24	0.38	56.090		41.100	14.990	36.47	EUR	13.84
	L	Procter & Gamble	166.810	8/12/24	-2.19	76.680		59.310	17.370	29.29	USD	13.16
		⇓instrument	freshest		⇓ Δday	3/25/13	⇓ Δwk	6/25/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,256.500		2,745.000	511.500	18.63	GBP	12.69
		Aegon	5.562	8/12/24	0.22	4.589		3.412	1.177	34.50	EUR	12.38
		Samsung Electronics	75,500.000	8/12/24	1.07	30,080.000		22,780.000	7,300.000	32.05	KRW	12.33
		General Electric	166.870	8/12/24	-0.16	185.920		156.160	29.760	19.06	USD	11.33
	S	Mercedes-Benz	57.480	8/12/24	-0.57	44.045		33.875	10.170	30.02	EUR	10.90
		PepsiCo	171.420	8/12/24	-0.56	77.830		68.610	9.220	13.44	USD	10.83
		Chevron	145.020	8/12/24	0.02	120.180		99.080	21.100	21.30	USD	10.33
	S	National Grid	978.400	8/12/24	-0.04	755.000		661.000	94.000	14.22	GBP	10.23
		Marsh & McLennan	217.350	8/12/24	-1.23	37.320		30.890	6.430	20.82	USD	10.00
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	57.200		49.660	7.540	15.18	USD	9.13
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.180		9.620	1.560	16.22	AUD	9.13
	L	Vodafone	74.440	8/12/24	0.87	187.200		178.600	8.600	4.82	GBP	8.89
		Telefónica	4.032	8/12/24	0.12	11.240		9.677	1.563	16.15	EUR	8.67
		Vivendi	9.488	8/12/24	0.40	16.235		13.570	2.665	19.64	EUR	8.43
	S	BASF	41.280	8/12/24	-0.22	69.570		52.740	16.830	31.91	EUR	8.39
	L	Walmart	68.700	8/12/24	1.10	24.950		22.727	2.223	9.78	USD	8.30
		Repsol	12.765	8/12/24	0.67	16.115		11.500	4.615	40.13	EUR	7.70
	S	McDonald´s	269.460	8/12/24	0.58	98.240		88.120	10.120	11.48	USD	7.63
		GSK	1,572.000	8/12/24	0.42	1,534.210		1,489.380	44.830	3.01	GBP	6.82
		IBM	189.480	8/12/24	-1.03	210.740		192.860	17.880	9.27	USD	6.30
	L	Coca-Cola	68.170	8/12/24	-0.74	40.120		37.385	2.735	7.32	USD	6.21
	S	Volkswagen	93.500	8/12/24	-0.47	155.500		119.200	36.300	30.45	EUR	5.65
		BP	439.600	8/12/24	1.35	459.950		402.050	57.900	14.40	GBP	5.33
		Merck (MSD)	113.480	8/12/24	-0.93	43.690		39.785	3.905	9.82	USD	3.83
	L	Philip Morris	116.090	8/12/24	0.07	91.990		83.990	8.000	9.52	USD	3.74
		⇓instrument	freshest		⇓ Δday	3/25/13	⇓ Δwk	6/25/12	prc diff	⇓ Δ39	Curr	∅-RS
		Exxon Mobil	119.000	8/12/24	0.13	89.020		81.240	7.780	9.58	USD	2.15
		Saint-Gobain	73.560	8/12/24	-0.41	29.780		26.590	3.190	12.00	EUR	1.49
	S	LVMH	635.100	8/12/24	-0.14	129.650		114.100	15.550	13.63	EUR	1.49
		TotalEnergies	61.720	8/12/24	0.60	37.800		33.835	3.965	11.72	EUR	-0.14
		Banco Santander	4.089	8/12/24	-0.24	5.414		4.780	0.634	13.26	EUR	-0.41
		Deutsche Bank	13.308	8/12/24	0.14	26.700		23.299	3.401	14.60	EUR	-0.46
		BHP	2,094.000	8/12/24	-0.14	1,924.000		1,726.000	198.000	11.47	GBP	-1.17
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.503		8.278	0.225	2.72	EUR	-2.87
		Rio Tinto	4,942.000	8/12/24	0.56	3,069.500		2,872.500	197.000	6.86	GBP	-3.18
		Microsoft	406.810	8/12/24	0.19	28.160		29.865	-1.705	-5.71	USD	-3.21
		Caterpillar	336.030	8/12/24	-0.66	86.640		82.890	3.750	4.52	USD	-3.70
		ING Groep	15.232	8/12/24	0.21	5.746		4.752	0.994	20.92	EUR	-4.47
		Shell	33.025	8/12/24	0.93	25.185		25.960	-0.775	-2.99	EUR	-4.57
		Aviva	484.200	8/12/24	0.35	301.000		263.200	37.800	14.36	GBP	-6.49
	L	RWE	32.360	8/12/24	1.70	29.140		29.940	-0.800	-2.67	EUR	-8.25
	S	Intel	19.360	8/12/24	-1.78	21.150		26.050	-4.900	-18.81	USD	-9.65
	S	Engie	15.335	8/12/24	0.49	15.220		17.575	-2.355	-13.40	EUR	-10.45
	S	Orange	10.115	8/12/24	-0.25	8.306		9.715	-1.409	-14.50	EUR	-11.30
	L	Anglo American	2,232.500	8/12/24	0.29	1,717.500		2,009.500	-292.000	-14.53	GBP	-12.70
		E.on	12.325	8/12/24	0.78	12.318		13.973	-1.655	-11.84	EUR	-13.52
	L	Apple	217.530	8/12/24	0.71	16.556		20.384	-3.828	-18.78	USD	-17.61
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 3/25/13 / 6/25/12 - 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


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