Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 4/22/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/22/13	⇓ Δwk	7/23/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,349.920		1,143.300	206.620	18.07	USD	8.78
		Bridgestone	5,582.000	8/09/24	-1.33	3,685.000		1,713.000	1,972.000	115.12	JPY	80.87
		Toyota	2,447.500	8/09/24	-0.14	1,114.000		583.000	531.000	91.08	JPY	58.27
	S	Sony	12,325.000	8/09/24	0.28	1,619.000		923.000	696.000	75.41	JPY	52.01
		Seven & i	1,672.500	8/09/24	-0.54	1,269.330		830.330	439.000	52.87	JPY	51.47
	S	Kimberly-Clark	34.140	8/12/24	-1.01	42.580		26.900	15.680	58.29	MXN	39.17
		Honda Motor	1,420.000	8/09/24	-0.14	1,287.670		807.670	480.000	59.43	JPY	37.53
		Citigroup	57.840	8/12/24		45.150		25.340	19.810	78.18	USD	32.92
	S	Nissan Motor	410.200	8/09/24	-0.56	1,039.000		717.000	322.000	44.91	JPY	32.47
	L	Fox A	38.830	8/12/24	-1.27	31.640		21.820	9.820	45.00	USD	31.60
		Panasonic	1,058.500	8/09/24	1.34	719.000		507.000	212.000	41.81	JPY	30.50
		Barclays	220.100	8/12/24	0.85	267.424		140.917	126.507	89.77	GBP	28.85
	L	Pfizer	28.450	8/12/24	-0.35	30.930		23.600	7.330	31.06	USD	24.77
		L´Oreal	376.650	8/12/24	-1.59	125.300		94.120	31.180	33.13	EUR	23.74
		Canon	4,525.000	8/09/24	1.64	3,738.000		2,747.000	991.000	36.08	JPY	23.59
		Prudential	635.400	8/12/24	0.41	1,032.000		732.500	299.500	40.89	GBP	23.38
	L	Morgan Stanley	94.840	8/12/24	0.13	20.710		12.640	8.070	63.84	USD	21.78
	S	Bristol-Myers	47.060	8/12/24	0.73	41.930		34.970	6.960	19.90	USD	21.73
		Carrefour	13.730	8/12/24	-0.36	20.800		13.355	7.445	55.75	EUR	21.42
	L	Münchener Rück	439.200	8/12/24	1.01	149.350		109.550	39.800	36.33	EUR	21.25
	S	Johnson & Johnson	159.880	8/12/24	-0.46	84.830		68.110	16.720	24.55	USD	21.15
		Sanofi	95.670	8/12/24	-0.60	80.220		61.430	18.790	30.59	EUR	20.97
	L	Ericsson	71.080	8/12/24	1.14	79.600		62.400	17.200	27.56	SEK	20.97
	L	Bayer	25.960	8/12/24	-0.04	77.870		56.940	20.930	36.76	EUR	20.91
		Nike	74.640	8/12/24	0.40	30.680		23.213	7.468	32.17	USD	20.54
		⇓instrument	freshest		⇓ Δday	4/22/13	⇓ Δwk	7/23/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Goldman Sachs	485.500	8/12/24	-0.97	139.520		93.160	46.360	49.76	USD	19.00
	L	Procter & Gamble	166.810	8/12/24	-2.19	81.400		64.390	17.010	26.42	USD	18.81
	S	Ford Motor	9.860	8/12/24	-2.38	13.060		9.170	3.890	42.42	USD	18.59
	L	Novartis	96.740	8/12/24	0.16	56.290		46.710	9.580	20.51	CHF	17.86
	L	Alphabet A	162.290	8/12/24	-0.84	20.065		15.435	4.629	29.99	USD	17.45
		UBS	24.850	8/12/24	0.44	14.860		9.795	5.065	51.71	CHF	17.44
		PepsiCo	171.420	8/12/24	-0.56	83.380		69.340	14.040	20.25	USD	17.15
		JP Morgan Chase	206.190	8/12/24	0.19	47.350		34.440	12.910	37.49	USD	16.31
	L	Raytheon Tech	116.600	8/12/24	0.39	58.924		46.117	12.807	27.77	USD	15.99
	L	Texas Instruments	192.060	8/12/24	-0.08	34.810		26.820	7.990	29.79	USD	15.33
		GSK	1,572.000	8/12/24	0.42	1,666.170		1,472.760	193.410	13.13	GBP	15.23
		Allianz	255.900	8/12/24		105.210		76.136	29.074	38.19	EUR	14.98
	S	National Grid	978.400	8/12/24	-0.04	797.500		645.000	152.500	23.64	GBP	14.73
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,350.000		2,947.500	402.500	13.66	GBP	14.55
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.850		10.020	1.830	18.26	AUD	13.65
	L	3M	123.360	8/12/24	-0.65	105.800		89.360	16.440	18.40	USD	13.53
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.912		4.622	2.290	49.55	EUR	13.45
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	60.205		51.395	8.810	17.14	USD	13.30
		Repsol	12.765	8/12/24	0.67	16.730		11.805	4.925	41.72	EUR	12.68
	L	Vodafone	74.440	8/12/24	0.87	194.800		179.200	15.600	8.71	GBP	12.55
		Merck (MSD)	113.480	8/12/24	-0.93	47.920		43.270	4.650	10.75	USD	12.50
	L	Coca-Cola	68.170	8/12/24	-0.74	42.720		38.440	4.280	11.13	USD	12.20
	L	HP	33.780	8/12/24	0.72	8.974		8.311	0.663	7.98	USD	11.99
	L	HSBC	643.900	8/12/24	0.22	679.200		514.600	164.600	31.99	GBP	11.96
	L	Unilever	55.100	8/12/24	-0.36	31.415		26.667	4.748	17.81	EUR	11.79
		⇓instrument	freshest		⇓ Δday	4/22/13	⇓ Δwk	7/23/12	prc diff	⇓ Δ39	Curr	∅-RS
	S	Diageo	2,451.500	8/12/24	1.03	1,965.000		1,662.000	303.000	18.23	GBP	11.79
		Axa	32.350	8/12/24	-0.77	13.030		9.190	3.840	41.78	EUR	11.49
	L	Philips	26.060	8/12/24	-0.91	20.535		17.030	3.505	20.58	EUR	10.89
	L	Walmart	68.700	8/12/24	1.10	25.990		23.950	2.040	8.52	USD	10.79
	L	ABB	45.510	8/12/24	0.55	19.700		15.670	4.030	25.72	CHF	10.43
		Societe Generale	20.520	8/12/24	0.44	24.995		15.640	9.355	59.81	EUR	10.34
		Samsung Electronics	75,500.000	8/12/24	1.07	29,720.000		24,660.000	5,060.000	20.52	KRW	9.71
		Marsh & McLennan	217.350	8/12/24	-1.23	37.310		32.110	5.200	16.19	USD	8.79
		Swiss Re	104.000	8/12/24	0.10	69.550		59.400	10.150	17.09	CHF	8.71
	S	McDonald´s	269.460	8/12/24	0.58	99.320		88.940	10.380	11.67	USD	8.62
		Aegon	5.562	8/12/24	0.22	4.487		3.449	1.038	30.10	EUR	8.46
	L	Nestlé	88.640	8/12/24	-0.40	65.150		58.200	6.950	11.94	CHF	8.21
		Standard Chartered	722.000	8/12/24	0.92	1,608.000		1,457.500	150.500	10.33	GBP	6.97
		Microsoft	406.810	8/12/24	0.19	30.830		29.280	1.550	5.29	USD	6.82
		Schneider Electric	211.250	8/12/24	0.38	53.200		41.495	11.705	28.21	EUR	6.68
		Vivendi	9.488	8/12/24	0.40	16.225		14.720	1.505	10.22	EUR	6.43
		Chevron	145.020	8/12/24	0.02	116.570		107.950	8.620	7.99	USD	6.06
		Telefónica	4.032	8/12/24	0.12	10.715		9.020	1.695	18.79	EUR	4.35
	L	Philip Morris	116.090	8/12/24	0.07	92.820		87.990	4.830	5.49	USD	4.24
	S	BASF	41.280	8/12/24	-0.22	66.040		56.240	9.800	17.43	EUR	2.43
		BP	439.600	8/12/24	1.35	446.650		430.550	16.100	3.74	GBP	2.38
		Siemens	157.200	8/12/24	0.01	74.083		65.263	8.820	13.51	EUR	1.21
		General Electric	166.870	8/12/24	-0.16	170.800		160.720	10.080	6.27	USD	0.99
		Exxon Mobil	119.000	8/12/24	0.13	88.090		85.210	2.880	3.38	USD	0.79
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.738		8.909	-0.171	-1.92	EUR	0.13
		⇓instrument	freshest		⇓ Δday	4/22/13	⇓ Δwk	7/23/12	prc diff	⇓ Δ39	Curr	∅-RS
	S	Mercedes-Benz	57.480	8/12/24	-0.57	39.525		36.440	3.085	8.47	EUR	-0.22
	S	Intel	19.360	8/12/24	-1.78	22.880		25.260	-2.380	-9.42	USD	-0.22
		Saint-Gobain	73.560	8/12/24	-0.41	28.625		26.155	2.470	9.44	EUR	-1.70
		Banco Santander	4.089	8/12/24	-0.24	5.305		4.230	1.075	25.41	EUR	-2.28
		ING Groep	15.232	8/12/24	0.21	5.866		4.805	1.061	22.08	EUR	-2.33
		Deutsche Bank	13.308	8/12/24	0.14	25.661		20.022	5.640	28.17	EUR	-3.32
	S	Volkswagen	93.500	8/12/24	-0.47	142.500		133.400	9.100	6.82	EUR	-4.43
	S	LVMH	635.100	8/12/24	-0.14	121.850		118.700	3.150	2.65	EUR	-4.78
	S	Engie	15.335	8/12/24	0.49	15.920		17.135	-1.215	-7.09	EUR	-4.91
		TotalEnergies	61.720	8/12/24	0.60	35.790		35.390	0.400	1.13	EUR	-5.23
		IBM	189.480	8/12/24	-1.03	187.830		190.830	-3.000	-1.57	USD	-5.40
		Shell	33.025	8/12/24	0.93	24.615		27.985	-3.370	-12.04	EUR	-6.32
		Caterpillar	336.030	8/12/24	-0.66	82.710		81.580	1.130	1.39	USD	-6.53
		Aviva	484.200	8/12/24	0.35	295.300		275.200	20.100	7.30	GBP	-7.80
		Rio Tinto	4,942.000	8/12/24	0.56	2,888.500		2,823.500	65.000	2.30	GBP	-8.06
		BHP	2,094.000	8/12/24	-0.14	1,762.500		1,765.500	-3.000	-0.17	GBP	-9.42
		E.on	12.325	8/12/24	0.78	12.018		15.059	-3.041	-20.19	EUR	-14.19
	L	RWE	32.360	8/12/24	1.70	26.215		30.865	-4.650	-15.07	EUR	-16.31
	S	Orange	10.115	8/12/24	-0.25	7.641		10.475	-2.834	-27.05	EUR	-16.42
	L	Anglo American	2,232.500	8/12/24	0.29	1,592.500		1,948.000	-355.500	-18.25	GBP	-16.93
	L	Apple	217.530	8/12/24	0.71	14.238		21.565	-7.327	-33.98	USD	-27.11
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 4/22/13 / 7/23/12 - 84 did rise, Market-Ratio(39) = 88.42 %

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