Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 4/08/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/08/13	⇓ Δwk	7/09/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,340.870		1,156.010	184.860	15.99	USD	8.45
		Bridgestone	5,582.000	8/09/24	-1.33	3,460.000		1,822.000	1,638.000	89.90	JPY	73.17
	S	Sony	12,325.000	8/09/24	0.28	1,636.000		1,074.000	562.000	52.33	JPY	54.12
		Toyota	2,447.500	8/09/24	-0.14	1,046.000		625.000	421.000	67.36	JPY	50.94
	S	Kimberly-Clark	34.140	8/12/24	-1.01	42.070		25.750	16.320	63.38	MXN	39.61
		Seven & i	1,672.500	8/09/24	-0.54	1,140.670		807.330	333.340	41.29	JPY	37.91
		Honda Motor	1,420.000	8/09/24	-0.14	1,244.670		868.330	376.340	43.34	JPY	34.09
	L	Fox A	38.830	8/12/24	-1.27	31.410		21.920	9.490	43.29	USD	33.06
		Citigroup	57.840	8/12/24		43.560		26.110	17.450	66.83	USD	29.38
	L	Morgan Stanley	94.840	8/12/24	0.13	21.740		13.930	7.810	56.07	USD	28.68
	L	Bayer	25.960	8/12/24	-0.04	81.090		57.110	23.980	41.99	EUR	28.22
		Barclays	220.100	8/12/24	0.85	256.062		150.939	105.123	69.65	GBP	24.77
		Prudential	635.400	8/12/24	0.41	1,029.000		729.500	299.500	41.06	GBP	24.73
		Swiss Re	104.000	8/12/24	0.10	78.950		59.300	19.650	33.14	CHF	24.71
	L	HP	33.780	8/12/24	0.72	9.959		8.824	1.135	12.87	USD	23.89
		L´Oreal	376.650	8/12/24	-1.59	123.950		91.790	32.160	35.04	EUR	23.78
	L	Goldman Sachs	485.500	8/12/24	-0.97	143.820		94.470	49.350	52.24	USD	23.57
	L	Philips	26.060	8/12/24	-0.91	22.390		15.590	6.800	43.62	EUR	23.32
	S	Nissan Motor	410.200	8/09/24	-0.56	958.000		718.000	240.000	33.43	JPY	22.88
	L	Münchener Rück	439.200	8/12/24	1.01	148.500		111.400	37.100	33.30	EUR	22.00
		Carrefour	13.730	8/12/24	-0.36	20.625		13.065	7.560	57.86	EUR	21.63
		JP Morgan Chase	206.190	8/12/24	0.19	48.580		33.960	14.620	43.05	USD	19.74
	S	Bristol-Myers	47.060	8/12/24	0.73	40.730		35.020	5.710	16.30	USD	19.15
		Sanofi	95.670	8/12/24	-0.60	77.810		60.110	17.700	29.45	EUR	18.96
	L	Pfizer	28.450	8/12/24	-0.35	29.160		22.650	6.510	28.74	USD	18.96
		⇓instrument	freshest		⇓ Δday	4/08/13	⇓ Δwk	7/09/12	prc diff	⇓ Δ39	Curr	∅-RS
		Nike	74.640	8/12/24	0.40	29.975		22.570	7.405	32.81	USD	18.11
	L	Novartis	96.740	8/12/24	0.16	55.540		45.210	10.330	22.85	CHF	17.62
	L	Ericsson	71.080	8/12/24	1.14	76.800		62.250	14.550	23.37	SEK	17.38
		Panasonic	1,058.500	8/09/24	1.34	644.000		609.000	35.000	5.75	JPY	16.92
	S	Johnson & Johnson	159.880	8/12/24	-0.46	81.110		67.780	13.330	19.67	USD	16.85
	L	Raytheon Tech	116.600	8/12/24	0.39	58.974		46.778	12.196	26.07	USD	16.75
	L	Texas Instruments	192.060	8/12/24	-0.08	35.070		27.410	7.660	27.95	USD	16.55
	S	Ford Motor	9.860	8/12/24	-2.38	12.780		9.450	3.330	35.24	USD	16.30
	S	Diageo	2,451.500	8/12/24	1.03	2,017.000		1,648.500	368.500	22.35	GBP	15.97
		Allianz	255.900	8/12/24		105.110		78.200	26.910	34.41	EUR	15.93
	L	Procter & Gamble	166.810	8/12/24	-2.19	78.790		61.550	17.240	28.01	USD	15.72
	L	ABB	45.510	8/12/24	0.55	20.450		15.610	4.840	31.01	CHF	15.18
	L	Alphabet A	162.290	8/12/24	-0.84	19.431		14.696	4.736	32.22	USD	14.73
	L	3M	123.360	8/12/24	-0.65	105.750		88.960	16.790	18.87	USD	14.34
	S	National Grid	978.400	8/12/24	-0.04	785.000		683.000	102.000	14.93	GBP	13.85
	L	Nestlé	88.640	8/12/24	-0.40	68.000		58.400	9.600	16.44	CHF	13.71
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,302.500		2,919.500	383.000	13.12	GBP	13.66
	L	HSBC	643.900	8/12/24	0.22	679.700		561.100	118.600	21.14	GBP	13.05
		Axa	32.350	8/12/24	-0.77	13.105		9.900	3.205	32.37	EUR	12.99
	L	Unilever	55.100	8/12/24	-0.36	31.465		26.845	4.620	17.21	EUR	12.94
		Schneider Electric	211.250	8/12/24	0.38	55.850		42.735	13.115	30.69	EUR	12.81
		Samsung Electronics	75,500.000	8/12/24	1.07	30,340.000		22,540.000	7,800.000	34.61	KRW	12.64
		UBS	24.850	8/12/24	0.44	14.120		10.670	3.450	32.33	CHF	12.59
		PepsiCo	171.420	8/12/24	-0.56	79.500		69.990	9.510	13.59	USD	12.49
		Societe Generale	20.520	8/12/24	0.44	25.095		17.510	7.585	43.32	EUR	12.38
		⇓instrument	freshest		⇓ Δday	4/08/13	⇓ Δwk	7/09/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	58.860		52.130	6.730	12.91	USD	11.56
		Aegon	5.562	8/12/24	0.22	4.558		3.539	1.019	28.79	EUR	11.22
	S	McDonald´s	269.460	8/12/24	0.58	101.500		89.800	11.700	13.03	USD	11.16
	L	Walmart	68.700	8/12/24	1.10	25.763		23.920	1.843	7.71	USD	10.93
		General Electric	166.870	8/12/24	-0.16	184.960		160.320	24.640	15.37	USD	10.16
		Standard Chartered	722.000	8/12/24	0.92	1,645.000		1,423.500	221.500	15.56	GBP	9.79
		Canon	4,525.000	8/09/24	1.64	3,322.000		3,089.000	233.000	7.54	JPY	9.61
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.310		9.660	1.650	17.08	AUD	9.45
		Marsh & McLennan	217.350	8/12/24	-1.23	37.300		32.420	4.880	15.05	USD	9.41
		Siemens	157.200	8/12/24	0.01	78.750		64.467	14.283	22.16	EUR	8.03
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.507		5.110	1.397	27.34	EUR	7.78
		Repsol	12.765	8/12/24	0.67	16.045		12.450	3.595	28.88	EUR	7.78
	L	Coca-Cola	68.170	8/12/24	-0.74	40.860		38.990	1.870	4.80	USD	7.76
		Chevron	145.020	8/12/24	0.02	117.810		104.460	13.350	12.78	USD	7.74
		Vivendi	9.488	8/12/24	0.40	16.220		14.895	1.325	8.90	EUR	7.56
		Merck (MSD)	113.480	8/12/24	-0.93	45.480		42.130	3.350	7.95	USD	7.53
	L	Vodafone	74.440	8/12/24	0.87	184.800		181.300	3.500	1.93	GBP	7.18
		GSK	1,572.000	8/12/24	0.42	1,541.260		1,507.010	34.250	2.27	GBP	7.01
	L	Philip Morris	116.090	8/12/24	0.07	94.440		90.610	3.830	4.23	USD	6.34
	S	Volkswagen	93.500	8/12/24	-0.47	156.570		131.000	25.570	19.52	EUR	5.70
		IBM	189.480	8/12/24	-1.03	209.320		189.670	19.650	10.36	USD	5.53
	S	BASF	41.280	8/12/24	-0.22	66.700		55.460	11.240	20.27	EUR	3.77
	S	Mercedes-Benz	57.480	8/12/24	-0.57	41.050		35.300	5.750	16.29	EUR	3.57
	S	LVMH	635.100	8/12/24	-0.14	131.750		118.700	13.050	10.99	EUR	3.07
		BP	439.600	8/12/24	1.35	448.050		423.950	24.100	5.68	GBP	2.73
		⇓instrument	freshest		⇓ Δday	4/08/13	⇓ Δwk	7/09/12	prc diff	⇓ Δ39	Curr	∅-RS
		Exxon Mobil	119.000	8/12/24	0.13	88.600		83.650	4.950	5.92	USD	1.54
		Telefónica	4.032	8/12/24	0.12	10.380		9.845	0.535	5.43	EUR	0.81
		Microsoft	406.810	8/12/24	0.19	28.590		30.000	-1.410	-4.70	USD	-1.25
		TotalEnergies	61.720	8/12/24	0.60	36.750		35.940	0.810	2.25	EUR	-2.73
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.425		8.543	-0.118	-1.38	EUR	-3.47
		BHP	2,094.000	8/12/24	-0.14	1,878.000		1,823.000	55.000	3.02	GBP	-3.50
		Deutsche Bank	13.308	8/12/24	0.14	25.700		23.095	2.605	11.28	EUR	-3.52
		Banco Santander	4.089	8/12/24	-0.24	5.195		4.816	0.379	7.87	EUR	-4.14
		Rio Tinto	4,942.000	8/12/24	0.56	2,991.500		3,033.500	-42.000	-1.38	GBP	-5.23
		Caterpillar	336.030	8/12/24	-0.66	84.190		83.140	1.050	1.26	USD	-5.67
		Saint-Gobain	73.560	8/12/24	-0.41	27.495		28.135	-0.640	-2.27	EUR	-5.82
		ING Groep	15.232	8/12/24	0.21	5.608		5.056	0.552	10.92	EUR	-6.35
		Shell	33.025	8/12/24	0.93	24.415		27.175	-2.760	-10.16	EUR	-7.27
		Aviva	484.200	8/12/24	0.35	296.700		282.500	14.200	5.03	GBP	-7.40
	S	Intel	19.360	8/12/24	-1.78	21.090		26.170	-5.080	-19.41	USD	-8.96
	L	RWE	32.360	8/12/24	1.70	28.670		32.775	-4.105	-12.52	EUR	-9.04
	S	Engie	15.335	8/12/24	0.49	15.250		18.000	-2.750	-15.28	EUR	-9.45
		E.on	12.325	8/12/24	0.78	12.727		15.377	-2.650	-17.23	EUR	-9.73
	L	Anglo American	2,232.500	8/12/24	0.29	1,644.500		2,042.500	-398.000	-19.49	GBP	-15.30
	S	Orange	10.115	8/12/24	-0.25	7.574		10.270	-2.696	-26.25	EUR	-18.12
	L	Apple	217.530	8/12/24	0.71	15.222		21.925	-6.703	-30.57	USD	-23.24
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 4/08/13 / 7/09/12 - 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