Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 4/01/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/01/13	⇓ Δwk	7/02/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,344.650		1,179.900	164.750	13.96	USD	8.87
		Bridgestone	5,582.000	8/09/24	-1.33	3,078.000		1,823.000	1,255.000	68.84	JPY	55.02
	S	Sony	12,325.000	8/09/24	0.28	1,607.000		1,140.000	467.000	40.96	JPY	51.27
	S	Kimberly-Clark	34.140	8/12/24	-1.01	42.660		26.090	16.570	63.51	MXN	42.57
		Barclays	220.100	8/12/24	0.85	274.814		155.558	119.256	76.66	GBP	34.40
		Toyota	2,447.500	8/09/24	-0.14	927.000		644.000	283.000	43.94	JPY	34.33
		Prudential	635.400	8/12/24	0.41	1,083.000		751.500	331.500	44.11	GBP	32.08
	L	HP	33.780	8/12/24	0.72	10.586		9.155	1.431	15.62	USD	31.64
	L	Bayer	25.960	8/12/24	-0.04	82.290		57.480	24.810	43.16	EUR	31.13
		Carrefour	13.730	8/12/24	-0.36	22.065		14.715	7.350	49.95	EUR	30.54
		Citigroup	57.840	8/12/24		43.790		27.460	16.330	59.47	USD	30.42
	L	Philips	26.060	8/12/24	-0.91	23.445		15.730	7.715	49.05	EUR	30.20
	L	Fox A	38.830	8/12/24	-1.27	30.340		22.850	7.490	32.78	USD	29.54
	L	Morgan Stanley	94.840	8/12/24	0.13	21.660		14.940	6.720	44.98	USD	28.39
		L´Oreal	376.650	8/12/24	-1.59	127.250		92.770	34.480	37.17	EUR	27.78
		Swiss Re	104.000	8/12/24	0.10	79.750		60.100	19.650	32.70	CHF	26.69
	L	Münchener Rück	439.200	8/12/24	1.01	152.450		111.900	40.550	36.24	EUR	25.87
	L	Goldman Sachs	485.500	8/12/24	-0.97	146.040		97.130	48.910	50.36	USD	25.80
		Sanofi	95.670	8/12/24	-0.60	81.000		60.330	20.670	34.26	EUR	24.56
		Honda Motor	1,420.000	8/09/24	-0.14	1,142.000		913.000	229.000	25.08	JPY	23.17
		Seven & i	1,672.500	8/09/24	-0.54	1,012.670		797.000	215.670	27.06	JPY	22.92
	L	ABB	45.510	8/12/24	0.55	21.620		15.630	5.990	38.32	CHF	22.07
	L	Ericsson	71.080	8/12/24	1.14	78.850		62.900	15.950	25.36	SEK	20.85
	S	Bristol-Myers	47.060	8/12/24	0.73	41.140		36.050	5.090	14.12	USD	20.76
	S	Diageo	2,451.500	8/12/24	1.03	2,084.500		1,658.000	426.500	25.72	GBP	20.52
		⇓instrument	freshest		⇓ Δday	4/01/13	⇓ Δwk	7/02/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Novartis	96.740	8/12/24	0.16	56.540		44.460	12.080	27.17	CHF	20.38
		Allianz	255.900	8/12/24		108.800		80.300	28.500	35.49	EUR	20.38
		Societe Generale	20.520	8/12/24	0.44	26.540		18.950	7.590	40.05	EUR	19.25
	L	Alphabet A	162.290	8/12/24	-0.84	20.092		14.557	5.535	38.02	USD	19.09
	L	HSBC	643.900	8/12/24	0.22	711.200		570.100	141.100	24.75	GBP	18.81
		Aegon	5.562	8/12/24	0.22	4.856		3.670	1.186	32.32	EUR	18.79
	S	Johnson & Johnson	159.880	8/12/24	-0.46	81.930		68.000	13.930	20.49	USD	18.48
	L	Pfizer	28.450	8/12/24	-0.35	28.840		22.995	5.845	25.42	USD	18.18
		Schneider Electric	211.250	8/12/24	0.38	58.250		44.175	14.075	31.86	EUR	18.00
		JP Morgan Chase	206.190	8/12/24	0.19	47.830		36.280	11.550	31.84	USD	17.96
		Axa	32.350	8/12/24	-0.77	13.650		10.600	3.050	28.77	EUR	17.87
		UBS	24.850	8/12/24	0.44	14.740		11.200	3.540	31.61	CHF	17.85
	S	Ford Motor	9.860	8/12/24	-2.38	12.900		9.390	3.510	37.38	USD	17.44
	L	Nestlé	88.640	8/12/24	-0.40	69.500		57.000	12.500	21.93	CHF	16.64
	L	Texas Instruments	192.060	8/12/24	-0.08	35.010		28.280	6.730	23.80	USD	16.45
		Standard Chartered	722.000	8/12/24	0.92	1,740.000		1,419.000	321.000	22.62	GBP	16.33
	L	Raytheon Tech	116.600	8/12/24	0.39	58.477		47.225	11.252	23.83	USD	16.00
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,340.000		2,882.000	458.000	15.89	GBP	15.30
	L	Unilever	55.100	8/12/24	-0.36	31.955		26.595	5.360	20.15	EUR	15.15
		Nike	74.640	8/12/24	0.40	29.130		22.213	6.918	31.14	USD	14.91
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.919		5.635	1.284	22.79	EUR	14.91
	L	3M	123.360	8/12/24	-0.65	105.650		89.280	16.370	18.34	USD	14.58
		Siemens	157.200	8/12/24	0.01	83.320		65.146	18.174	27.90	EUR	14.53
	L	Procter & Gamble	166.810	8/12/24	-2.19	77.700		61.190	16.510	26.98	USD	14.40
		Panasonic	1,058.500	8/09/24	1.34	628.000		643.000	-15.000	-2.33	JPY	13.66
		⇓instrument	freshest		⇓ Δday	4/01/13	⇓ Δwk	7/02/12	prc diff	⇓ Δ39	Curr	∅-RS
	S	National Grid	978.400	8/12/24	-0.04	778.000		681.000	97.000	14.24	GBP	13.24
		PepsiCo	171.420	8/12/24	-0.56	79.100		70.760	8.340	11.79	USD	12.28
		Samsung Electronics	75,500.000	8/12/24	1.07	30,120.000		23,820.000	6,300.000	26.45	KRW	12.13
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	58.855		51.860	6.995	13.49	USD	11.93
	L	Vodafone	74.440	8/12/24	0.87	192.000		179.400	12.600	7.02	GBP	11.53
		Marsh & McLennan	217.350	8/12/24	-1.23	37.750		32.470	5.280	16.26	USD	11.01
		General Electric	166.870	8/12/24	-0.16	184.640		163.920	20.720	12.64	USD	10.26
		Canon	4,525.000	8/09/24	1.64	3,337.000		3,194.000	143.000	4.48	JPY	9.80
		Chevron	145.020	8/12/24	0.02	119.610		105.860	13.750	12.99	USD	9.59
	S	Nissan Motor	410.200	8/09/24	-0.56	854.000		740.000	114.000	15.41	JPY	9.40
		Repsol	12.765	8/12/24	0.67	16.250		12.775	3.475	27.20	EUR	8.89
	L	Walmart	68.700	8/12/24	1.10	25.143		23.117	2.027	8.77	USD	8.71
	S	Mercedes-Benz	57.480	8/12/24	-0.57	43.130		36.240	6.890	19.01	EUR	8.70
		GSK	1,572.000	8/12/24	0.42	1,561.400		1,482.830	78.570	5.30	GBP	8.57
		Vivendi	9.488	8/12/24	0.40	16.310		14.805	1.505	10.17	EUR	8.55
	S	McDonald´s	269.460	8/12/24	0.58	99.050		88.080	10.970	12.45	USD	8.49
	S	BASF	41.280	8/12/24	-0.22	69.520		55.250	14.270	25.83	EUR	8.24
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.080		9.800	1.280	13.06	AUD	7.66
		IBM	189.480	8/12/24	-1.03	212.380		195.830	16.550	8.45	USD	7.10
	S	LVMH	635.100	8/12/24	-0.14	136.700		121.000	15.700	12.98	EUR	7.01
	S	Volkswagen	93.500	8/12/24	-0.47	157.880		124.560	33.320	26.75	EUR	6.94
	L	Coca-Cola	68.170	8/12/24	-0.74	40.450		39.460	0.990	2.51	USD	6.85
		BP	439.600	8/12/24	1.35	462.500		432.500	30.000	6.94	GBP	6.00
		Merck (MSD)	113.480	8/12/24	-0.93	44.350		41.850	2.500	5.97	USD	5.15
	L	Philip Morris	116.090	8/12/24	0.07	92.780		89.000	3.780	4.25	USD	4.55
		⇓instrument	freshest		⇓ Δday	4/01/13	⇓ Δwk	7/02/12	prc diff	⇓ Δ39	Curr	∅-RS
		Exxon Mobil	119.000	8/12/24	0.13	90.770		85.340	5.430	6.36	USD	4.11
		Telefónica	4.032	8/12/24	0.12	10.605		10.405	0.200	1.92	EUR	2.72
		TotalEnergies	61.720	8/12/24	0.60	38.200		35.985	2.215	6.16	EUR	1.06
		Deutsche Bank	13.308	8/12/24	0.14	26.747		24.695	2.052	8.31	EUR	0.09
		Saint-Gobain	73.560	8/12/24	-0.41	29.215		29.580	-0.365	-1.23	EUR	-0.17
		BHP	2,094.000	8/12/24	-0.14	1,939.500		1,830.000	109.500	5.98	GBP	-0.37
		Banco Santander	4.089	8/12/24	-0.24	5.388		5.250	0.138	2.63	EUR	-0.71
		Microsoft	406.810	8/12/24	0.19	28.610		30.560	-1.950	-6.38	USD	-1.40
		Rio Tinto	4,942.000	8/12/24	0.56	3,085.000		3,060.500	24.500	0.80	GBP	-2.52
		ING Groep	15.232	8/12/24	0.21	5.820		5.276	0.544	10.31	EUR	-2.95
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.401		8.713	-0.312	-3.58	EUR	-3.90
		Shell	33.025	8/12/24	0.93	25.325		26.850	-1.525	-5.68	EUR	-3.91
		Caterpillar	336.030	8/12/24	-0.66	85.640		83.680	1.960	2.34	USD	-4.43
	L	RWE	32.360	8/12/24	1.70	29.670		32.815	-3.145	-9.58	EUR	-6.19
		Aviva	484.200	8/12/24	0.35	301.000		282.700	18.300	6.47	GBP	-6.25
	S	Intel	19.360	8/12/24	-1.78	21.430		26.665	-5.235	-19.63	USD	-7.97
	S	Engie	15.335	8/12/24	0.49	15.525		18.900	-3.375	-17.86	EUR	-8.22
		E.on	12.325	8/12/24	0.78	12.814		15.659	-2.846	-18.17	EUR	-9.54
	S	Orange	10.115	8/12/24	-0.25	8.017		10.435	-2.418	-23.17	EUR	-13.87
	L	Anglo American	2,232.500	8/12/24	0.29	1,674.000		2,109.000	-435.000	-20.63	GBP	-14.34
	L	Apple	217.530	8/12/24	0.71	15.318		21.161	-5.843	-27.61	USD	-23.35
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 4/01/13 / 7/02/12 - 83 did rise, Market-Ratio(39) = 87.37 %

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