Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 5/13/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/13/13	⇓ Δwk	8/13/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,403.490		1,215.870	187.620	15.43	USD	12.31
	S	Sony	12,325.000	8/09/24	0.28	1,915.000		944.000	971.000	102.86	JPY	77.98
		Toyota	2,447.500	8/09/24	-0.14	1,266.000		631.000	635.000	100.63	JPY	74.95
		Bridgestone	5,582.000	8/09/24	-1.33	3,592.000		1,825.000	1,767.000	96.82	JPY	70.84
		Seven & i	1,672.500	8/09/24	-0.54	1,277.670		874.330	403.340	46.13	JPY	49.22
		Panasonic	1,058.500	8/09/24	1.34	812.000		584.000	228.000	39.04	JPY	46.22
		Honda Motor	1,420.000	8/09/24	-0.14	1,386.000		834.000	552.000	66.19	JPY	45.65
		Citigroup	57.840	8/12/24		48.920		28.780	20.140	69.98	USD	41.44
	S	Nissan Motor	410.200	8/09/24	-0.56	1,097.000		763.000	334.000	43.77	JPY	38.19
	L	Morgan Stanley	94.840	8/12/24	0.13	23.680		14.550	9.130	62.75	USD	37.31
		Barclays	220.100	8/12/24	0.85	288.716		169.091	119.625	70.75	GBP	36.56
		Prudential	635.400	8/12/24	0.41	1,162.000		805.000	357.000	44.35	GBP	35.87
	L	Fox A	38.830	8/12/24	-1.27	33.310		23.270	10.040	43.15	USD	34.69
		UBS	24.850	8/12/24	0.44	17.100		10.500	6.600	62.86	CHF	32.70
		Carrefour	13.730	8/12/24	-0.36	23.185		15.765	7.420	47.07	EUR	32.38
		L´Oreal	376.650	8/12/24	-1.59	134.150		100.500	33.650	33.48	EUR	29.87
		Societe Generale	20.520	8/12/24	0.44	29.845		20.265	9.580	47.27	EUR	28.32
	S	Kimberly-Clark	34.140	8/12/24	-1.01	40.180		26.850	13.330	49.65	MXN	28.19
	L	Bayer	25.960	8/12/24	-0.04	83.750		62.240	21.510	34.56	EUR	26.87
	L	Alphabet A	162.290	8/12/24	-0.84	22.006		16.551	5.455	32.96	USD	26.55
		Nike	74.640	8/12/24	0.40	32.325		23.963	8.363	34.90	USD	26.24
	L	Goldman Sachs	485.500	8/12/24	-0.97	149.630		103.610	46.020	44.42	USD	25.91
	S	Ford Motor	9.860	8/12/24	-2.38	14.010		9.400	4.610	49.04	USD	25.87
		Allianz	255.900	8/12/24		116.301		86.650	29.651	34.22	EUR	25.13
		Sanofi	95.670	8/12/24	-0.60	84.700		67.240	17.460	25.97	EUR	25.09
		⇓instrument	freshest		⇓ Δday	5/13/13	⇓ Δwk	8/13/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Ericsson	71.080	8/12/24	1.14	81.850		67.450	14.400	21.35	SEK	23.02
		Axa	32.350	8/12/24	-0.77	14.600		11.260	3.340	29.66	EUR	22.72
	L	Novartis	96.740	8/12/24	0.16	59.540		47.670	11.870	24.90	CHF	22.50
	L	HP	33.780	8/12/24	0.72	9.696		8.910	0.786	8.82	USD	22.00
		Canon	4,525.000	8/09/24	1.64	3,667.000		2,666.000	1,001.000	37.55	JPY	21.24
		JP Morgan Chase	206.190	8/12/24	0.19	49.670		36.990	12.680	34.28	USD	21.22
	L	Münchener Rück	439.200	8/12/24	1.01	151.700		119.100	32.600	27.37	EUR	21.05
	S	Johnson & Johnson	159.880	8/12/24	-0.46	85.850		68.460	17.390	25.40	USD	20.74
		Repsol	12.765	8/12/24	0.67	18.065		14.700	3.365	22.89	EUR	20.27
	L	Texas Instruments	192.060	8/12/24	-0.08	36.540		29.540	7.000	23.70	USD	20.23
	L	HSBC	643.900	8/12/24	0.22	739.600		565.700	173.900	30.74	GBP	20.20
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.386		5.665	1.721	30.38	EUR	18.81
	S	National Grid	978.400	8/12/24	-0.04	834.500		692.500	142.000	20.51	GBP	18.72
	L	ABB	45.510	8/12/24	0.55	21.350		17.380	3.970	22.84	CHF	18.39
	S	Bristol-Myers	47.060	8/12/24	0.73	40.940		31.570	9.370	29.68	USD	17.64
	L	3M	123.360	8/12/24	-0.65	110.500		92.400	18.100	19.59	USD	17.36
		Aegon	5.562	8/12/24	0.22	4.953		4.233	0.720	17.01	EUR	17.28
		UnibailRodaWestfield	5.550	8/12/24	0.73	12.360		9.800	2.560	26.12	AUD	16.96
	L	Raytheon Tech	116.600	8/12/24	0.39	59.755		48.754	11.001	22.56	USD	16.69
	L	Pfizer	28.450	8/12/24	-0.35	29.370		23.720	5.650	23.82	USD	16.62
		GSK	1,572.000	8/12/24	0.42	1,697.900		1,492.900	205.000	13.73	GBP	16.49
		Schneider Electric	211.250	8/12/24	0.38	58.680		48.955	9.725	19.87	EUR	16.34
		Deutsche Bank	13.308	8/12/24	0.14	30.730		21.362	9.368	43.85	EUR	15.67
		Marsh & McLennan	217.350	8/12/24	-1.23	39.900		33.860	6.040	17.84	USD	15.48
		PepsiCo	171.420	8/12/24	-0.56	83.030		71.990	11.040	15.34	USD	15.21
		⇓instrument	freshest		⇓ Δday	5/13/13	⇓ Δwk	8/13/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Philips	26.060	8/12/24	-0.91	21.675		18.280	3.395	18.57	EUR	14.49
		Microsoft	406.810	8/12/24	0.19	33.030		30.390	2.640	8.69	USD	14.29
	S	Diageo	2,451.500	8/12/24	1.03	2,037.000		1,698.000	339.000	19.96	GBP	14.29
	S	BASF	41.280	8/12/24	-0.22	73.990		60.510	13.480	22.28	EUR	13.94
	L	Procter & Gamble	166.810	8/12/24	-2.19	78.590		66.480	12.110	18.22	USD	13.46
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,338.000		2,993.500	344.500	11.51	GBP	12.86
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	60.455		52.775	7.680	14.55	USD	12.52
	L	Unilever	55.100	8/12/24	-0.36	32.000		28.090	3.910	13.92	EUR	12.48
	S	Mercedes-Benz	57.480	8/12/24	-0.57	44.600		40.830	3.770	9.23	EUR	12.39
		Swiss Re	104.000	8/12/24	0.10	72.550		60.550	12.000	19.82	CHF	11.83
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.745		9.186	0.559	6.09	EUR	11.32
	L	Vodafone	74.440	8/12/24	0.87	193.500		190.200	3.300	1.74	GBP	10.99
		Chevron	145.020	8/12/24	0.02	122.850		113.280	9.570	8.45	USD	10.85
		Saint-Gobain	73.560	8/12/24	-0.41	32.200		26.280	5.920	22.53	EUR	10.83
		ING Groep	15.232	8/12/24	0.21	6.712		5.817	0.895	15.39	EUR	10.68
		Samsung Electronics	75,500.000	8/12/24	1.07	30,000.000		25,900.000	4,100.000	15.83	KRW	10.22
	L	Coca-Cola	68.170	8/12/24	-0.74	42.190		39.300	2.890	7.35	USD	10.13
	L	Nestlé	88.640	8/12/24	-0.40	66.900		60.450	6.450	10.67	CHF	10.02
	L	Walmart	68.700	8/12/24	1.10	26.167		24.467	1.700	6.95	USD	9.67
	S	McDonald´s	269.460	8/12/24	0.58	100.380		87.900	12.480	14.20	USD	9.47
		Vivendi	9.488	8/12/24	0.40	16.755		15.655	1.100	7.03	EUR	8.17
		Siemens	157.200	8/12/24	0.01	79.293		71.696	7.597	10.60	EUR	7.47
		General Electric	166.870	8/12/24	-0.16	182.800		167.920	14.880	8.86	USD	7.24
		Merck (MSD)	113.480	8/12/24	-0.93	46.170		44.420	1.750	3.94	USD	7.19
		Telefónica	4.032	8/12/24	0.12	10.995		10.040	0.955	9.51	EUR	7.04
		⇓instrument	freshest		⇓ Δday	5/13/13	⇓ Δwk	8/13/12	prc diff	⇓ Δ39	Curr	∅-RS
		BP	439.600	8/12/24	1.35	465.550		446.850	18.700	4.18	GBP	6.31
	S	Intel	19.360	8/12/24	-1.78	24.080		26.690	-2.610	-9.78	USD	5.93
	L	Philip Morris	116.090	8/12/24	0.07	94.040		92.430	1.610	1.74	USD	5.23
	S	Volkswagen	93.500	8/12/24	-0.47	156.950		145.850	11.100	7.61	EUR	4.52
	S	LVMH	635.100	8/12/24	-0.14	133.150		134.400	-1.250	-0.93	EUR	3.82
		Exxon Mobil	119.000	8/12/24	0.13	90.100		88.140	1.960	2.22	USD	2.86
		Standard Chartered	722.000	8/12/24	0.92	1,552.500		1,333.500	219.000	16.42	GBP	2.56
		TotalEnergies	61.720	8/12/24	0.60	38.810		39.755	-0.945	-2.38	EUR	2.51
		IBM	189.480	8/12/24	-1.03	202.470		199.010	3.460	1.74	USD	2.17
		Shell	33.025	8/12/24	0.93	26.590		28.610	-2.020	-7.06	EUR	1.39
		Caterpillar	336.030	8/12/24	-0.66	88.070		88.610	-0.540	-0.61	USD	0.53
	S	Engie	15.335	8/12/24	0.49	16.730		19.350	-2.620	-13.54	EUR	0.39
		Aviva	484.200	8/12/24	0.35	319.900		322.900	-3.000	-0.93	GBP	-0.21
		BHP	2,094.000	8/12/24	-0.14	1,911.500		1,979.500	-68.000	-3.44	GBP	-1.49
		Banco Santander	4.089	8/12/24	-0.24	5.380		5.332	0.048	0.90	EUR	-1.74
		Rio Tinto	4,942.000	8/12/24	0.56	3,001.000		3,203.500	-202.500	-6.32	GBP	-3.91
	S	Orange	10.115	8/12/24	-0.25	8.332		11.265	-2.933	-26.04	EUR	-7.54
	L	RWE	32.360	8/12/24	1.70	27.680		32.945	-5.265	-15.98	EUR	-10.64
		E.on	12.325	8/12/24	0.78	11.900		16.041	-4.141	-25.81	EUR	-13.94
	L	Apple	217.530	8/12/24	0.71	16.241		22.500	-6.259	-27.82	USD	-15.29
	L	Anglo American	2,232.500	8/12/24	0.29	1,577.000		2,019.500	-442.500	-21.91	GBP	-16.08
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 5/13/13 / 8/13/12 - 81 did rise, Market-Ratio(39) = 85.26 %

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