Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 6/03/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/03/13	⇓ Δwk	9/03/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,403.750		1,210.640	193.110	15.95	USD	10.98
	S	Sony	12,325.000	8/09/24	0.28	1,906.000		885.000	1,021.000	115.37	JPY	72.73
		Toyota	2,447.500	8/09/24	-0.14	1,146.000		628.000	518.000	82.48	JPY	52.93
		Bridgestone	5,582.000	8/09/24	-1.33	3,250.000		1,823.000	1,427.000	78.28	JPY	48.98
		Citigroup	57.840	8/12/24		51.960		29.700	22.260	74.95	USD	45.09
	L	Morgan Stanley	94.840	8/12/24	0.13	25.650		15.510	10.140	65.38	USD	43.97
	L	HP	33.780	8/12/24	0.72	11.308		7.716	3.592	46.56	USD	42.36
	S	Ford Motor	9.860	8/12/24	-2.38	15.890		9.410	6.480	68.86	USD	40.20
		Panasonic	1,058.500	8/09/24	1.34	780.000		522.000	258.000	49.43	JPY	37.46
	S	Bristol-Myers	47.060	8/12/24	0.73	47.590		33.140	14.450	43.60	USD	34.68
		Barclays	220.100	8/12/24	0.85	292.919		170.246	122.673	72.06	GBP	34.28
	L	Goldman Sachs	485.500	8/12/24	-0.97	163.560		106.410	57.150	53.71	USD	34.05
	S	Kimberly-Clark	34.140	8/12/24	-1.01	42.490		26.980	15.510	57.49	MXN	31.79
	S	Nissan Motor	410.200	8/09/24	-0.56	1,064.000		724.000	340.000	46.96	JPY	31.39
		JP Morgan Chase	206.190	8/12/24	0.19	54.490		37.010	17.480	47.23	USD	29.75
		Honda Motor	1,420.000	8/09/24	-0.14	1,262.330		814.670	447.660	54.95	JPY	29.59
		UBS	24.850	8/12/24	0.44	16.860		10.730	6.130	57.13	CHF	27.62
	L	Fox A	38.830	8/12/24	-1.27	32.480		23.530	8.950	38.04	USD	27.50
		Axa	32.350	8/12/24	-0.77	15.510		11.620	3.890	33.48	EUR	26.88
		Societe Generale	20.520	8/12/24	0.44	30.595		21.020	9.575	45.55	EUR	26.33
		Seven & i	1,672.500	8/09/24	-0.54	1,107.000		801.670	305.330	38.09	JPY	26.25
		Prudential	635.400	8/12/24	0.41	1,103.000		786.000	317.000	40.33	GBP	25.19
		Carrefour	13.730	8/12/24	-0.36	22.455		16.875	5.580	33.07	EUR	24.52
		Allianz	255.900	8/12/24		117.900		87.459	30.441	34.81	EUR	23.66
	L	Alphabet A	162.290	8/12/24	-0.84	21.758		17.079	4.679	27.40	USD	22.47
		⇓instrument	freshest		⇓ Δday	6/03/13	⇓ Δwk	9/03/12	prc diff	⇓ Δ39	Curr	∅-RS
		Microsoft	406.810	8/12/24	0.19	35.590		30.385	5.205	17.13	USD	22.28
	S	Mercedes-Benz	57.480	8/12/24	-0.57	49.075		38.605	10.470	27.12	EUR	22.13
		Nike	74.640	8/12/24	0.40	31.515		24.315	7.200	29.61	USD	22.02
		L´Oreal	376.650	8/12/24	-1.59	128.400		99.730	28.670	28.75	EUR	21.68
		Aegon	5.562	8/12/24	0.22	5.253		4.100	1.153	28.12	EUR	21.58
	L	Bayer	25.960	8/12/24	-0.04	81.320		62.780	18.540	29.53	EUR	19.64
		Schneider Electric	211.250	8/12/24	0.38	60.970		50.970	10.000	19.62	EUR	18.56
	L	Texas Instruments	192.060	8/12/24	-0.08	36.030		28.785	7.245	25.17	USD	17.28
	S	Johnson & Johnson	159.880	8/12/24	-0.46	84.710		67.260	17.450	25.94	USD	17.03
		Sanofi	95.670	8/12/24	-0.60	81.250		66.510	14.740	22.16	EUR	16.94
		GSK	1,572.000	8/12/24	0.42	1,716.030		1,447.570	268.460	18.55	GBP	16.48
	L	Ericsson	71.080	8/12/24	1.14	78.500		61.000	17.500	28.69	SEK	16.38
		Repsol	12.765	8/12/24	0.67	17.660		14.700	2.960	20.14	EUR	15.77
	L	3M	123.360	8/12/24	-0.65	110.610		91.680	18.930	20.65	USD	15.74
		Saint-Gobain	73.560	8/12/24	-0.41	33.730		27.725	6.005	21.66	EUR	15.64
	L	Raytheon Tech	116.600	8/12/24	0.39	59.931		49.308	10.623	21.54	USD	15.42
		Marsh & McLennan	217.350	8/12/24	-1.23	40.380		34.110	6.270	18.38	USD	15.41
	S	BASF	41.280	8/12/24	-0.22	75.790		62.440	13.350	21.38	EUR	15.00
		ING Groep	15.232	8/12/24	0.21	7.126		6.107	1.019	16.69	EUR	14.72
	L	HSBC	643.900	8/12/24	0.22	718.300		551.000	167.300	30.36	GBP	14.34
	L	ABB	45.510	8/12/24	0.55	20.950		16.710	4.240	25.37	CHF	14.02
		Deutsche Bank	13.308	8/12/24	0.14	30.564		24.163	6.401	26.49	EUR	13.68
	L	Novartis	96.740	8/12/24	0.16	56.420		47.080	9.340	19.84	CHF	13.63
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.182		6.080	1.102	18.13	EUR	12.74
	L	Philips	26.060	8/12/24	-0.91	21.785		18.450	3.335	18.08	EUR	12.16
		⇓instrument	freshest		⇓ Δday	6/03/13	⇓ Δwk	9/03/12	prc diff	⇓ Δ39	Curr	∅-RS
		Samsung Electronics	75,500.000	8/12/24	1.07	30,800.000		25,000.000	5,800.000	23.20	KRW	11.96
		PepsiCo	171.420	8/12/24	-0.56	81.400		72.480	8.920	12.31	USD	11.73
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,353.500		2,946.500	407.000	13.81	GBP	11.73
	S	Intel	19.360	8/12/24	-1.78	25.240		24.415	0.825	3.38	USD	11.57
		Merck (MSD)	113.480	8/12/24	-0.93	48.450		43.250	5.200	12.02	USD	11.12
	L	Procter & Gamble	166.810	8/12/24	-2.19	77.660		67.400	10.260	15.22	USD	10.68
		Chevron	145.020	8/12/24	0.02	124.090		111.220	12.870	11.57	USD	10.60
	S	National Grid	978.400	8/12/24	-0.04	782.500		687.500	95.000	13.82	GBP	9.99
	L	Münchener Rück	439.200	8/12/24	1.01	140.800		118.250	22.550	19.07	EUR	9.94
	S	Volkswagen	93.500	8/12/24	-0.47	167.310		137.800	29.510	21.42	EUR	9.89
		General Electric	166.870	8/12/24	-0.16	189.120		164.080	25.040	15.26	USD	9.62
		Canon	4,525.000	8/09/24	1.64	3,330.000		2,552.000	778.000	30.49	JPY	9.49
	L	Unilever	55.100	8/12/24	-0.36	31.355		27.990	3.365	12.02	EUR	8.70
	L	Pfizer	28.450	8/12/24	-0.35	27.750		23.775	3.975	16.72	USD	8.56
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.580		10.210	1.370	13.42	AUD	7.94
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	58.600		53.610	4.990	9.31	USD	7.77
	L	Vodafone	74.440	8/12/24	0.87	188.600		183.200	5.400	2.95	GBP	7.29
	S	Diageo	2,451.500	8/12/24	1.03	1,940.000		1,751.000	189.000	10.79	GBP	6.97
	S	McDonald´s	269.460	8/12/24	0.58	97.960		89.050	8.910	10.01	USD	6.21
		BP	439.600	8/12/24	1.35	469.000		443.700	25.300	5.70	GBP	6.05
	L	Coca-Cola	68.170	8/12/24	-0.74	40.810		37.280	3.530	9.47	USD	5.86
		Siemens	157.200	8/12/24	0.01	79.012		73.520	5.492	7.47	EUR	5.84
		IBM	189.480	8/12/24	-1.03	208.950		194.540	14.410	7.41	USD	5.20
		Swiss Re	104.000	8/12/24	0.10	69.100		60.300	8.800	14.59	CHF	4.88
	S	LVMH	635.100	8/12/24	-0.14	135.500		130.000	5.500	4.23	EUR	4.81
		⇓instrument	freshest		⇓ Δday	6/03/13	⇓ Δwk	9/03/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Walmart	68.700	8/12/24	1.10	25.230		24.503	0.727	2.97	USD	4.38
		Exxon Mobil	119.000	8/12/24	0.13	91.460		87.120	4.340	4.98	USD	3.73
	L	Philip Morris	116.090	8/12/24	0.07	92.380		89.630	2.750	3.07	USD	2.78
		Aviva	484.200	8/12/24	0.35	332.900		327.600	5.300	1.62	GBP	2.70
		Telefónica	4.032	8/12/24	0.12	10.485		10.160	0.325	3.20	EUR	1.54
		TotalEnergies	61.720	8/12/24	0.60	38.660		40.045	-1.385	-3.46	EUR	1.36
	L	Nestlé	88.640	8/12/24	-0.40	62.000		59.950	2.050	3.42	CHF	0.82
		Standard Chartered	722.000	8/12/24	0.92	1,534.000		1,390.000	144.000	10.36	GBP	0.36
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.750		9.533	-0.783	-8.21	EUR	-0.61
		Banco Santander	4.089	8/12/24	-0.24	5.498		5.679	-0.181	-3.19	EUR	-0.71
		Caterpillar	336.030	8/12/24	-0.66	86.130		82.660	3.470	4.20	USD	-1.36
		BHP	2,094.000	8/12/24	-0.14	1,903.000		1,855.000	48.000	2.59	GBP	-2.52
		Shell	33.025	8/12/24	0.93	25.540		28.070	-2.530	-9.01	EUR	-2.91
		Vivendi	9.488	8/12/24	0.40	15.120		15.725	-0.605	-3.85	EUR	-3.65
	S	Engie	15.335	8/12/24	0.49	15.560		19.685	-4.125	-20.96	EUR	-6.70
		Rio Tinto	4,942.000	8/12/24	0.56	2,880.000		2,795.500	84.500	3.02	GBP	-7.83
	S	Orange	10.115	8/12/24	-0.25	7.723		11.145	-3.422	-30.70	EUR	-13.30
		E.on	12.325	8/12/24	0.78	11.668		16.823	-5.155	-30.64	EUR	-14.80
	L	Apple	217.530	8/12/24	0.71	16.097		24.106	-8.009	-33.22	USD	-14.83
	L	RWE	32.360	8/12/24	1.70	26.070		33.880	-7.810	-23.05	EUR	-15.36
	L	Anglo American	2,232.500	8/12/24	0.29	1,540.000		1,773.000	-233.000	-13.14	GBP	-16.67
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 6/03/13 / 9/03/12 - 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


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